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Vanguard High DVD Yield ETF (VYM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares3,844,465 from 3,834,889
Change+9,576 (+0%)
Value$596.7M (-$9.4M)
Filed 2026-11-02
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,246,463 from 2,184,266
Change+62,197 (+3%)
Value$348.7M (+$3.5M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares2,109,057 from 2,266,781
Change-157,724 (-7%)
Value$327.3M (-$30.9M)
Filed 2026-11-02
Rakuten Investment Management, Inc.
INCREASED
Shares1,811,754 from 1,695,054
Change+116,700 (+7%)
Value$283.5M (+$14.9M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares1,350,025 from 1,236,739
Change+113,286 (+9%)
Value$209.5M (+$14.1M)
Filed 2026-11-02
Howard Capital Management, LLC
UNCHANGED
Shares1,132,957 from 1,132,957
Change0 (0%)
Value$175.8M (-$3.2M)
Filed 2026-10-16
Joel Isaacson & Co., LLC
DECREASED
Shares1,052,475 from 1,053,342
Change-867 (0%)
Value$163.3M (-$3.1M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,047,967 from 1,112,040
Change-64,073 (-6%)
Value$162.6K (-$175.6M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares960,180 from 868,322
Change+91,858 (+11%)
Value$149.0M (+$11.8M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares933,128 from 942,212
Change-9,084 (-1%)
Value$144.8M (-$4.1M)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares828,135 from 798,906
Change+29,229 (+4%)
Value$128.5M (+$2.3M)
Filed 2026-11-05
One Day In July LLC
INCREASED
Shares761,477 from 748,425
Change+13,052 (+2%)
Value$118.2M (-$92.3K)
Filed 2026-10-30
Martel Wealth Advisors LLC
INCREASED
Shares759,398 from 747,548
Change+11,850 (+2%)
Value$117.9M (-$276.5K)
Filed 2026-10-14
Auto-Owners Insurance Co
UNCHANGED
Shares724,200 from 724,200
Change0 (0%)
Value$112.4M (-$2.0M)
Filed 2026-10-15
HCR Wealth Advisors
INCREASED
Shares691,841 from 656,338
Change+35,503 (+5%)
Value$107.4M (+$3.7M)
Filed 2026-10-15
Inspirion Wealth Advisors, LLC
INCREASED
Shares668,825 from 631,801
Change+37,024 (+6%)
Value$103.8M (+$3.8M)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares595,899 from 581,756
Change+14,143 (+2%)
Value$92.5M (+$548.6K)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares584,602 from 579,951
Change+4,651 (+1%)
Value$90.7M (-$919.4K)
Filed 2026-10-22
Marino, Stram & Associates LLC
INCREASED
Shares580,131 from 567,525
Change+12,606 (+2%)
Value$90.0M (+$350.3K)
Filed 2026-10-22
Pinnacle Associates LTD
INCREASED
Shares559,099 from 556,485
Change+2,614 (+0%)
Value$86.8M (-$1.2M)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares550,516 from 554,044
Change-3,528 (-1%)
Value$85.4M (-$2.1M)
Filed 2026-11-05
Arlington Trust Co LLC
INCREASED
Shares463,553 from 459,352
Change+4,201 (+1%)
Value$71.9M (-$648.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares406,078 from 401,762
Change+4,316 (+1%)
Value$63.0M (-$467.1K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares379,370 from 352,667
Change+26,703 (+8%)
Value$58.9M (+$3.1M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares374,233 from 353,157
Change+21,076 (+6%)
Value$59.2M (+$2.3M)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares371,200 from 375,558
Change-4,358 (-1%)
Value$57.6M (-$1.7M)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
INCREASED
Shares357,081 from 322,587
Change+34,494 (+11%)
Value$55.4M (+$4.4M)
Filed 2026-10-28
Keybank National Association
INCREASED
Shares347,158 from 343,741
Change+3,417 (+1%)
Value$53.9M (-$442.5K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
INCREASED
Shares340,838 from 329,351
Change+11,487 (+3%)
Value$52.9M (+$850.7K)
Filed 2026-10-20
White Lighthouse Investment Management Inc.
DECREASED
Shares329,432 from 341,684
Change-12,252 (-4%)
Value$51.1M (-$2.9M)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares317,877 from 312,243
Change+5,634 (+2%)
Value$49.3M (-$9.3K)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares313,677 from 268,026
Change+45,651 (+17%)
Value$48.7M (+$6.3M)
Filed 2026-11-03
Twele Capital Management, Inc.
INCREASED
Shares295,014 from 293,079
Change+1,935 (+1%)
Value$45.8M (-$529.1K)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares285,414 from 270,440
Change+14,974 (+6%)
Value$44.3M (+$1.6M)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
DECREASED
Shares277,424 from 277,781
Change-357 (0%)
Value$43.1M (-$841.5K)
Filed 2026-10-05
ACT Wealth Management, LLC
INCREASED
Shares274,034 from 270,374
Change+3,660 (+1%)
Value$42.5M (-$197.1K)
Filed 2026-10-09
Human Investing LLC
DECREASED
Shares238,619 from 247,277
Change-8,658 (-3%)
Value$37.0M (-$2.0M)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares238,404 from 118,550
Change+119,854 (+101%)
Value$37.0M (+$18.3M)
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares232,557 from 224,177
Change+8,380 (+4%)
Value$36.1M (+$666.2K)
Filed 2026-10-07
Dagco, Inc.
INCREASED
Shares230,926 from 224,086
Change+6,840 (+3%)
Value$35.8M (+$427.4K)
Filed 2026-10-20
Washington Trust Co
INCREASED
Shares230,448 from 223,282
Change+7,166 (+3%)
Value$35.8M (+$480.3K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares229,982 from 237,153
Change-7,171 (-3%)
Value$35.7M (-$1.8M)
Filed 2026-11-05
Retiremitten Financial LLC
INCREASED
Shares225,756 from 205,468
Change+20,288 (+10%)
Value$36.9M (+$4.4M)
Filed 2026-11-05
Wolff Financial Management LLC
INCREASED
Shares223,522 from 222,765
Change+757 (+0%)
Value$34.7M (-$512.9K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares222,162 from 232,675
Change-10,513 (-5%)
Value$34.5M (-$2.3M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares221,788 from 219,439
Change+2,349 (+1%)
Value$34.4M (-$256.4K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares221,781 from 220,387
Change+1,394 (+1%)
Value$34.4M (-$407.3K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares220,932 from 171,729
Change+49,203 (+29%)
Value$34.3M (+$7.2M)
Filed 2026-10-08
Focused Wealth Management, Inc
INCREASED
Shares218,693 from 216,445
Change+2,248 (+1%)
Value$33.9M (-$263.6K)
Filed 2026-10-30
Opus Capital Group, LLC
DECREASED
Shares214,397 from 215,320
Change-923 (0%)
Value$33.3K (-$34.0M)
Filed 2026-10-30
GSG Advisors LLC
DECREASED
Shares213,324 from 214,060
Change-736 (0%)
Value$33.1M (-$719.9K)
Filed 2026-11-03
Charter Capital Management, Llc\de
INCREASED
Shares212,860 from 209,887
Change+2,973 (+1%)
Value$33.0M (-$132.5K)
Filed 2026-10-28
Asset Allocation & Management Company, LLC
DECREASED
Shares209,334 from 212,745
Change-3,411 (-2%)
Value$32.5K (-$1.1K)
Filed 2026-10-13
Southern Farm Bureau Life Insurance
UNCHANGED
Shares200,033 from 200,033
Change0 (0%)
Value$31.0K (-$31.6M)
Filed 2026-10-15
Apella Capital, LLC
DECREASED
Shares193,008 from 259,947
Change-66,939 (-26%)
Value$30.4M (-$11.4M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares192,171 from 166,859
Change+25,312 (+15%)
Value$29.8M (+$3.5M)
Filed 2026-10-16
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares189,915 from 182,780
Change+7,135 (+4%)
Value$29.5M (+$590.1K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares189,812 from 171,395
Change+18,417 (+11%)
Value$29.5M (+$2.4M)
Filed 2026-11-05
DeDora Capital, Inc.
INCREASED
Shares187,602 from 187,171
Change+431 (+0%)
Value$29.1M (-$462.8K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares187,257 from 39,615
Change+147,642 (+373%)
Value$29.1M (+$22.8M)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares186,796 from 179,131
Change+7,665 (+4%)
Value$29.0M (+$682.7K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares178,978 from 181,141
Change-2,163 (-1%)
Value$27.8M (-$848.3K)
Filed 2026-10-09
IFP Advisors, Inc
INCREASED
Shares178,714 from 174,068
Change+4,646 (+3%)
Value$27.7M (+$228.4K)
Filed 2026-10-16
Buska Wealth Management, LLC
INCREASED
Shares175,852 from 173,020
Change+2,832 (+2%)
Value$27.3M (-$50.1K)
Filed 2026-10-08
Avion Wealth
DECREASED
Shares174,779 from 175,650
Change-871 (0%)
Value$27.1K (-$27.7M)
Filed 2026-11-04
Beacon Financial Group
DECREASED
Shares170,119 from 173,259
Change-3,140 (-2%)
Value$26.4M (-$977.6K)
Filed 2026-10-19
Juno Financial Group LLC
INCREASED
Shares167,889 from 161,288
Change+6,601 (+4%)
Value$26.1M (+$568.1K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares164,351 from 166,645
Change-2,294 (-1%)
Value$25.5M (-$827.6K)
Filed 2026-10-20
Westside Investment Management, Inc.
DECREASED
Shares162,345 from 162,620
Change-275 (0%)
Value$25.2M (-$493.6K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED
Shares158,945 from 155,902
Change+3,043 (+2%)
Value$24.7M (+$31.1K)
Filed 2026-11-02
Ariston Services Group
UNCHANGED
Shares158,764 from 158,764
Change0 (0%)
Value$24.6M (-$449.3K)
Filed 2026-10-16
Oak Harvest Investment Services
DECREASED
Shares158,080 from 160,478
Change-2,398 (-1%)
Value$24.5M (-$826.3K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares157,641 from 157,118
Change+523 (+0%)
Value$24.5M (-$363.5K)
Filed 2026-10-16
Dmkc Advisory Services, LLC
DECREASED
Shares155,254 from 229,901
Change-74,647 (-32%)
Value$24.1M (-$12.2M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares154,093 from 138,056
Change+16,037 (+12%)
Value$23.9M (+$2.1M)
Filed 2026-10-22
Decker Wealth Management LLC
INCREASED
Shares150,801 from 149,254
Change+1,547 (+1%)
Value$23.4M (-$182.2K)
Filed 2026-10-09
Financial Perspectives, Inc
INCREASED
Shares150,139 from 147,002
Change+3,137 (+2%)
Value$23.3M (+$70.9K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares149,985 from 152,983
Change-2,998 (-2%)
Value$23.3M (-$898.2K)
Filed 2026-11-04
First Hawaiian Bank
DECREASED
Shares149,804 from 150,576
Change-772 (-1%)
Value$23.2M (-$545.9K)
Filed 2026-10-14
Rebalance, LLC
DECREASED
Shares148,922 from 187,487
Change-38,565 (-21%)
Value$23.1M (-$6.5M)
Filed 2026-10-22
Steele Capital Management, Inc.
DECREASED
Shares147,217 from 152,205
Change-4,988 (-3%)
Value$22.8M (-$1.2M)
Filed 2026-11-02
Markowski Investments
INCREASED
Shares145,147 from 144,471
Change+676 (+0%)
Value$22.5M (-$303.9K)
Filed 2026-10-30
Ballast, Inc.
DECREASED
Shares142,053 from 150,142
Change-8,089 (-5%)
Value$22.0M (-$1.7M)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares140,433 from 92,432
Change+48,001 (+52%)
Value$21.8M (+$7.2M)
Filed 2026-10-23
Procyon Advisors, LLC
INCREASED
Shares139,957 from 135,839
Change+4,118 (+3%)
Value$21.7M (+$254.8K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares136,004 from 139,834
Change-3,830 (-3%)
Value$21.6M (-$465.1K)
Filed 2026-10-15
Beacon Bank & Trust
INCREASED
Shares132,743 from 120,424
Change+12,319 (+10%)
Value$20.6M (+$1.6M)
Filed 2026-10-27
Baker Ellis Asset Management LLC
DECREASED
Shares129,577 from 132,625
Change-3,048 (-2%)
Value$20.1M (-$848.5K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares127,644 from 128,393
Change-749 (-1%)
Value$19.8M (-$500.7K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares127,255 from 132,109
Change-4,854 (-4%)
Value$19.8M (-$1.1M)
Filed 2026-11-05
First Horizon Corp
INCREASED
Shares126,795 from 113,455
Change+13,340 (+12%)
Value$19.7M (+$1.7M)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
DECREASED
Shares126,076 from 129,109
Change-3,033 (-2%)
Value$19.6M (-$836.1K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares125,161 from 124,578
Change+583 (+0%)
Value$19.4M (-$262.1K)
Filed 2026-11-04
Angeles Investment Advisors, LLC
UNCHANGED
Shares124,515 from 124,515
Change0 (0%)
Value$19.3M (-$352.4K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares122,945 from 122,945
Change0 (0%)
Value$19.1M (-$347.9K)
Filed 2026-10-26
Northside Capital Management, LLC
UNCHANGED
Shares121,917 from 121,917
Change0 (0%)
Value$18.9M (-$345.0K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares121,316 from 132,660
Change-11,344 (-9%)
Value$18.8M (-$2.1M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares120,894 from 121,505
Change-611 (0%)
Value$18.8M (-$438.3K)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares120,280 from 122,682
Change-2,402 (-2%)
Value$18.7M (-$720.1K)
Filed 2026-10-29
Howard Wealth Management, LLC
DECREASED
Shares119,754 from 119,863
Change-109 (0%)
Value$18.6M (-$356.2K)
Filed 2026-10-28
Matrix Asset Advisors Inc
INCREASED
Shares113,875 from 110,817
Change+3,058 (+3%)
Value$17.7M (+$161.0K)
Filed 2026-10-13
Tepp RIA, LLC
INCREASED
Shares112,353 from 111,613
Change+740 (+1%)
Value$17.4M (-$201.0K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares112,102 from 111,870
Change+232 (+0%)
Value$17.4M (-$280.4K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares112,068 from 115,320
Change-3,252 (-3%)
Value$17.4M (-$831.1K)
Filed 2026-10-13
GW Henssler & Associates LTD
INCREASED
Shares112,002 from 104,813
Change+7,189 (+7%)
Value$17.4M (+$819.1K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares110,565 from 104,832
Change+5,733 (+5%)
Value$17.2M (+$593.1K)
Filed 2026-10-20
Reality Financial Planning Services, LLC
INCREASED
Shares110,030 from 108,910
Change+1,120 (+1%)
Value$17.1M (-$134.3K)
Filed 2026-11-03
Seneca Financial Advisors LLC
INCREASED
Shares108,360 from 104,197
Change+4,163 (+4%)
Value$16.8M (+$351.2K)
Filed 2026-10-28
Unison Advisors LLC
DECREASED
Shares106,050 from 118,785
Change-12,735 (-11%)
Value$16.5M (-$2.3M)
Filed 2026-10-29
High Net Worth Advisory Group LLC
INCREASED
Shares105,593 from 104,430
Change+1,163 (+1%)
Value$16.4M (-$115.2K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares104,317 from 75,000
Change+29,317 (+39%)
Value$16.2K (-$11.8M)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares104,136 from 99,482
Change+4,654 (+5%)
Value$16.2M (+$440.7K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED
Shares103,664 from 100,515
Change+3,149 (+3%)
Value$16.1M (+$204.1K)
Filed 2026-10-09
Arthur M. Cohen & Associates, LLC
DECREASED
Shares102,966 from 498,844
Change-395,878 (-79%)
Value$16.0M (+$359.9K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares101,978 from 103,227
Change-1,249 (-1%)
Value$15.8M (-$486.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares101,420 from 86,122
Change+15,298 (+18%)
Value$15.7M (+$2.1M)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares100,949 from 101,768
Change-819 (-1%)
Value$15.7M (-$415.1K)
Filed 2026-10-15
TBH Global Asset Management, LLC
INCREASED
Shares100,911 from 63,785
Change+37,126 (+58%)
Value$13.6M (+$3.5M)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
INCREASED
Shares99,642 from 92,893
Change+6,749 (+7%)
Value$15.5M (+$784.6K)
Filed 2026-11-02
Novem Group
DECREASED
Shares98,352 from 99,238
Change-886 (-1%)
Value$15.3M (-$418.3K)
Filed 2026-10-19
West Bancorporation Inc
INCREASED
Shares97,999 from 94,584
Change+3,415 (+4%)
Value$15.2M (+$262.3K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares97,613 from 71,958
Change+25,655 (+36%)
Value$15.1M (+$3.8M)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares93,949 from 96,413
Change-2,464 (-3%)
Value$14.6K (-$15.2M)
Filed 2026-10-26
Ironwood Wealth Management, Inc.
DECREASED
Shares91,293 from 91,590
Change-297 (0%)
Value$14.4M (-$257.7K)
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares90,722 from 86,797
Change+3,925 (+5%)
Value$14.1M (+$363.5K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares89,254 from 90,346
Change-1,092 (-1%)
Value$13.9M (-$425.1K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED
Shares89,140 from 89,616
Change-476 (-1%)
Value$13.8M (-$327.5K)
Filed 2026-10-15
First Premier Bank
DECREASED
Shares86,856 from 93,274
Change-6,418 (-7%)
Value$13.5K (-$1.3K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares84,928 from 86,065
Change-1,137 (-1%)
Value$13.2M (-$420.1K)
Filed 2026-10-29
Sterling Financial Planning, Inc.
INCREASED
Shares83,774 from 83,032
Change+742 (+1%)
Value$13.0M (-$119.8K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
INCREASED
Shares83,697 from 81,898
Change+1,799 (+2%)
Value$13.0M (+$47.3K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares83,396 from 82,964
Change+432 (+1%)
Value$12.9M (-$167.8K)
Filed 2026-10-27
PFG Private Wealth Management, LLC
INCREASED
Shares82,604 from 81,983
Change+621 (+1%)
Value$12.8M (-$135.6K)
Filed 2026-10-15
Capstone Wealth Management Group, LLC
INCREASED
Shares82,589 from 74,000
Change+8,589 (+12%)
Value$11.6M (-$53.3K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares82,411 from 80,899
Change+1,512 (+2%)
Value$12.8M (+$5.7K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares82,246 from 84,630
Change-2,384 (-3%)
Value$12.8M (-$609.5K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares82,148 from 77,062
Change+5,086 (+7%)
Value$12.7M (+$571.3K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares81,814 from 77,678
Change+4,136 (+5%)
Value$12.7M (+$422.1K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares80,725 from 77,471
Change+3,254 (+4%)
Value$12.5M (+$285.8K)
Filed 2026-11-05
R2 Capital Strategies, LLC
INCREASED
Shares79,839 from 78,303
Change+1,536 (+2%)
Value$12.4M (+$16.9K)
Filed 2026-10-15
Romano Brothers and Company
INCREASED
Shares79,143 from 78,855
Change+288 (+0%)
Value$12.3M (-$178.5K)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares78,573 from 86,416
Change-7,843 (-9%)
Value$12.2M (-$1.5M)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares78,203 from 77,201
Change+1,002 (+1%)
Value$12.1M (-$62.9K)
Filed 2026-11-03
Milestone Investment Advisors LLC
DECREASED
Shares77,935 from 79,043
Change-1,108 (-1%)
Value$12.1M (-$395.7K)
Filed 2026-11-05
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares77,566 from 79,353
Change-1,787 (-2%)
Value$12.0M (-$501.9K)
Filed 2026-10-06
Western Pacific Wealth Management, LP
INCREASED
Shares75,651 from 75,442
Change+209 (+0%)
Value$11.7M (-$181.1K)
Filed 2026-10-16
Adirondack Capital Advisors, LLC
INCREASED
Shares74,944 from 71,527
Change+3,417 (+5%)
Value$11.6M (+$327.9K)
Filed 2026-10-09
Linscomb Wealth, Inc.
DECREASED
Shares74,176 from 81,176
Change-7,000 (-9%)
Value$11.5M (-$1.3M)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares73,878 from 71,399
Change+2,479 (+3%)
Value$11.5M (+$182.7K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares73,579 from 75,035
Change-1,456 (-2%)
Value$11.4M (-$438.4K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares73,068 from 74,244
Change-1,176 (-2%)
Value$11.3M (-$392.7K)
Filed 2026-10-26
Sonata Capital Group Inc
INCREASED
Shares72,786 from 72,662
Change+124 (+0%)
Value$11.3M (-$186.3K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares72,726 from 73,793
Change-1,067 (-1%)
Value$11.3M (-$374.4K)
Filed 2026-10-08
Keudell ison Wealth Management
DECREASED
Shares72,685 from 73,504
Change-819 (-1%)
Value$11.3M (-$335.2K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares72,652 from 28,142
Change+44,510 (+158%)
Value$11.3M (+$6.8M)
Filed 2026-10-26
MCF Advisors LLC
INCREASED
Shares72,146 from 72,061
Change+85 (+0%)
Value$11.2M (-$190.7K)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares70,281 from 70,390
Change-109 (0%)
Value$10.9M (-$216.1K)
Filed 2026-10-30
Montz Harcus Wealth Management LLC
INCREASED
Shares68,924 from 68,544
Change+380 (+1%)
Value$10.7M (-$135.0K)
Filed 2026-10-09
Pettinga Financial Advisors LLC
DECREASED
Shares68,619 from 71,018
Change-2,399 (-3%)
Value$10.6M (-$573.3K)
Filed 2026-10-13
City State Bank
INCREASED
Shares68,520 from 65,858
Change+2,662 (+4%)
Value$10.6M (+$226.8K)
Filed 2026-10-20
Bay Capital Advisors, LLC
INCREASED
Shares66,455 from 63,487
Change+2,968 (+5%)
Value$10.3M (+$280.9K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares66,378 from 66,022
Change+356 (+1%)
Value$10.3M (-$131.5K)
Filed 2026-11-04
Investors Research Corp
INCREASED
Shares66,088 from 63,877
Change+2,211 (+3%)
Value$10.3M (+$162.4K)
Filed 2026-10-07
Woodmont Investment Counsel LLC
DECREASED
Shares65,782 from 65,828
Change-46 (0%)
Value$10.2M (-$193.5K)
Filed 2026-10-29
Leelyn Smith, LLC
INCREASED
Shares65,393 from 65,340
Change+53 (+0%)
Value$10.1M (-$176.7K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares65,374 from 61,227
Change+4,147 (+7%)
Value$10.1M (+$470.3K)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares65,356 from 95,900
Change-30,544 (-32%)
Value$10.1M (-$5.0M)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares65,121 from 64,209
Change+912 (+1%)
Value$10.1M (-$40.3K)
Filed 2026-10-21
AA Financial Advisors, LLC
INCREASED
Shares64,803 from 61,496
Change+3,307 (+5%)
Value$10.1M (+$339.1K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares64,725 from 64,715
Change+10 (+0%)
Value$10.0M (-$181.7K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares64,687 from 63,030
Change+1,657 (+3%)
Value$10.0M (-$167.1K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
INCREASED
Shares64,338 from 60,963
Change+3,375 (+6%)
Value$10.0M (+$351.3K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares63,359 from 62,415
Change+944 (+2%)
Value$9.8M (-$30.1K)
Filed 2026-11-04
Carolina Wealth Management Inc
INCREASED
Shares63,281 from 63,179
Change+102 (+0%)
Value$9.8M (-$163.0K)
Filed 2026-10-29
RDA Financial Network
INCREASED
Shares63,211 from 61,570
Change+1,641 (+3%)
Value$9.8M (+$80.4K)
Filed 2026-10-15
ETF Portfolio Partners, Inc.
DECREASED
Shares62,689 from 62,768
Change-79 (0%)
Value$9.7M (-$189.9K)
Filed 2026-10-22
Penney Financial, LLC
INCREASED
Shares62,057 from 60,279
Change+1,778 (+3%)
Value$9.6M (+$105.4K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares62,042 from 60,819
Change+1,223 (+2%)
Value$9.6M (+$17.8K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED
Shares61,588 from 62,826
Change-1,238 (-2%)
Value$9.6M (-$370.0K)
Filed 2026-10-19
Curran Financial Partners, LLC
INCREASED
Shares61,464 from 59,995
Change+1,469 (+2%)
Value$9.5M (+$58.2K)
Filed 2026-11-04
Childress Capital Advisors, LLC
INCREASED
Shares61,420 from 58,514
Change+2,906 (+5%)
Value$9.5M (+$285.4K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares61,269 from 55,688
Change+5,581 (+10%)
Value$9.5M (+$708.7K)
Filed 2026-10-29
Eagle Strategies LLC
INCREASED
Shares61,066 from 58,421
Change+2,645 (+5%)
Value$9.5M (+$245.1K)
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares60,854 from 60,858
Change-4 (0%)
Value$9.4M (-$172.8K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares58,952 from 56,357
Change+2,595 (+5%)
Value$9.1M (+$243.2K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares58,682 from 57,489
Change+1,193 (+2%)
Value$9.1M (+$22.5K)
Filed 2026-10-16
Evanson Financial, LLC
DECREASED
Shares57,996 from 58,035
Change-39 (0%)
Value$9.0M (-$170.3K)
Filed 2026-10-23
Park National Corp
DECREASED
Shares57,745 from 64,152
Change-6,407 (-10%)
Value$9.0M (-$1.2M)
Filed 2026-10-05
Sigma Investment Counselors Inc
INCREASED
Shares57,360 from 55,302
Change+2,058 (+4%)
Value$8.9M (+$162.9K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares57,205 from 54,906
Change+2,299 (+4%)
Value$8.9M (+$201.3K)
Filed 2026-10-23
Granite FO LLC
INCREASED
Shares55,812 from 54,790
Change+1,022 (+2%)
Value$8.7M (+$3.7K)
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares55,681 from 57,815
Change-2,134 (-4%)
Value$8.6M (-$494.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares55,365 from 57,049
Change-1,684 (-3%)
Value$8.6M (-$422.9K)
Filed 2026-10-30
Beacon Advisors Holdings, LLC
INCREASED
Shares54,808 from 54,773
Change+35 (+0%)
Value$8.5M (-$149.5K)
Filed 2026-10-27
Guardian Financial Partners, LLC
INCREASED
Shares54,543 from 53,912
Change+631 (+1%)
Value$8.5M (-$54.6K)
Filed 2026-11-04
Apeiron RIA LLC
DECREASED
Shares54,347 from 58,747
Change-4,400 (-7%)
Value$8.4M (-$840.9K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares53,879 from 53,374
Change+505 (+1%)
Value$8.4M (-$72.7K)
Filed 2026-10-22
Jmac Enterprises LLC
INCREASED
Shares53,690 from 53,178
Change+512 (+1%)
Value$8.3M (-$71.0K)
Filed 2026-10-30
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares53,603 from 53,603
Change0 (0%)
Value$8.3M (-$151.7K)
Filed 2026-11-02
Verity & Verity, LLC
DECREASED
Shares53,540 from 54,437
Change-897 (-2%)
Value$8.3M (-$293.3K)
Filed 2026-10-23
Sherman Wealth Management LLC
INCREASED
Shares53,392 from 52,428
Change+964 (+2%)
Value$8.3M (+$1.3K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares52,490 from 54,629
Change-2,139 (-4%)
Value$8.1M (-$486.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares51,675 from 51,849
Change-174 (0%)
Value$8.0M (-$173.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares51,534 from 51,778
Change-244 (0%)
Value$8.0M (-$184.4K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares51,384 from 29,969
Change+21,415 (+71%)
Value$8.0M (+$3.2M)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares50,966 from 48,905
Change+2,061 (+4%)
Value$7.9M (+$181.4K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares50,793 from 51,652
Change-859 (-2%)
Value$7.9M (-$279.9K)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares49,419 from 49,333
Change+86 (+0%)
Value$7.7M (-$126.1K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares49,346 from 50,412
Change-1,066 (-2%)
Value$7.7M (-$308.1K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares49,130 from 47,035
Change+2,095 (+4%)
Value$7.6M (+$192.0K)
Filed 2026-10-15
Gleason Group, Inc.
DECREASED
Shares48,670 from 63,714
Change-15,044 (-24%)
Value$7.6M (-$2.5M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares47,938 from 47,433
Change+505 (+1%)
Value$7.4M (-$55.8K)
Filed 2026-10-20
WealthPLAN Partners, LLC
INCREASED
Shares47,473 from 46,309
Change+1,164 (+3%)
Value$7.4M (+$49.7K)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
DECREASED
Shares47,307 from 47,321
Change-14 (0%)
Value$7.3M (-$136.0K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED
Shares47,069 from 47,069
Change0 (0%)
Value$7.3M (-$133.2K)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares46,961 from 46,961
Change0 (0%)
Value$7.3M (-$132.9K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares46,777 from 44,412
Change+2,365 (+5%)
Value$7.3M (+$241.3K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares46,557 from 28,505
Change+18,052 (+63%)
Value$7.6M (+$3.0M)
Filed 2026-11-05
Allen Capital Group, LLC
INCREASED
Shares46,448 from 44,995
Change+1,453 (+3%)
Value$7.2M (+$98.2K)
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares46,306 from 47,471
Change-1,165 (-2%)
Value$7.2M (-$315.2K)
Filed 2026-10-16
Arcataur Capital Management LLC
INCREASED
Shares46,127 from 44,304
Change+1,823 (+4%)
Value$7.2M (+$157.5K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares46,082 from 46,082
Change0 (0%)
Value$7.3M ($0)
Filed 2026-11-03
Kaizen Financial Strategies
INCREASED
Shares45,928 from 39,687
Change+6,241 (+16%)
Value$7.1M (+$848.0K)
Filed 2026-10-09
Apollon Wealth Management, LLC
INCREASED
Shares45,906 from 44,087
Change+1,819 (+4%)
Value$7.1M (+$157.7K)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares45,567 from 44,777
Change+790 (+2%)
Value$7.2M (+$140.4K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares44,581 from 47,069
Change-2,488 (-5%)
Value$6.9M (-$519.3K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares43,847 from 42,146
Change+1,701 (+4%)
Value$6.8M (+$144.7K)
Filed 2026-10-08
Darrow Company, Inc.
DECREASED
Shares43,680 from 44,266
Change-586 (-1%)
Value$6.8M (-$216.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares43,564 from 41,632
Change+1,932 (+5%)
Value$6.8M (+$182.0K)
Filed 2026-11-04
Selby Wealth Management, LLC
INCREASED
Shares43,319 from 42,232
Change+1,087 (+3%)
Value$6.7M (+$49.1K)
Filed 2026-10-16
FFG Retirement Advisors LLC
INCREASED
Shares42,680 from 42,609
Change+71 (+0%)
Value$6.6M (-$109.6K)
Filed 2026-10-20
LifeGoal Investments, LLC
NEW
Shares42,344
Change+42,344
Value$6.6M
Filed 2026-10-09
Northstar Asset Management Co
DECREASED
Shares42,275 from 42,395
Change-120 (0%)
Value$6.8M (-$52.4K)
Filed 2026-10-22
Embree Financial Group
DECREASED
Shares42,142 from 42,342
Change-200 (0%)
Value$6.5M (-$150.9K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares42,091 from 40,784
Change+1,307 (+3%)
Value$6.5M (+$89.4K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
DECREASED
Shares42,083 from 44,330
Change-2,247 (-5%)
Value$6.5M (-$474.2K)
Filed 2026-11-05
Catalyst Investment Management LLC
INCREASED
Shares41,702 from 40,298
Change+1,404 (+3%)
Value$6.5M (+$103.9K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares41,640 from 40,567
Change+1,073 (+3%)
Value$6.5M (+$51.7K)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares40,516 from 40,656
Change-140 (0%)
Value$6.3M (-$136.8K)
Filed 2026-10-26
Gallagher Capital Advisors, LLC
DECREASED
Shares40,358 from 40,478
Change-120 (0%)
Value$6.3M (-$133.2K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares40,224 from 40,041
Change+183 (+0%)
Value$6.2M (-$84.8K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares40,150 from 42,882
Change-2,732 (-6%)
Value$6.2M (-$545.4K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares40,019 from 39,022
Change+997 (+3%)
Value$6.2M (+$44.3K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares39,927 from 8,178
Change+31,749 (+388%)
Value$6.2M (+$4.9M)
Filed 2026-10-28
Accel Wealth Management
INCREASED
Shares39,550 from 39,373
Change+177 (+0%)
Value$6.1M (-$83.8K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares39,516 from 39,351
Change+165 (+0%)
Value$6.1M (-$85.8K)
Filed 2026-10-13
Flywheel Private Wealth LLC
DECREASED
Shares39,424 from 41,220
Change-1,796 (-4%)
Value$6.1M (-$395.4K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED
Shares39,342 from 39,501
Change-159 (0%)
Value$6.1M (-$136.4K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares39,052 from 35,745
Change+3,307 (+9%)
Value$6.1M (+$412.3K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
DECREASED
Shares38,920 from 39,417
Change-497 (-1%)
Value$6.0M (-$188.7K)
Filed 2026-10-05
Parsons Capital Management Inc
INCREASED
Shares38,671 from 37,679
Change+992 (+3%)
Value$6.0M (+$47.4K)
Filed 2026-10-28
Trinity Financial Advisors LLC
DECREASED
Shares38,444 from 39,242
Change-798 (-2%)
Value$6.0M (-$235.0K)
Filed 2026-10-09
Busey Bank
DECREASED
Shares38,176 from 39,545
Change-1,369 (-3%)
Value$5.9M (-$324.4K)
Filed 2026-10-26
Parkside Financial Bank & Trust
DECREASED
Shares36,818 from 37,103
Change-285 (-1%)
Value$5.7M (-$149.3K)
Filed 2026-10-27
Sapient Capital LLC
INCREASED
Shares36,784 from 31,540
Change+5,244 (+17%)
Value$5.7M (+$724.7K)
Filed 2026-10-08
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares36,769 from 37,645
Change-876 (-2%)
Value$5.7M (-$242.5K)
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares36,710 from 37,453
Change-743 (-2%)
Value$5.9M (-$222.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares36,710 from 37,453
Change-743 (-2%)
Value$5.9M (-$222.2K)
Filed 2026-10-20
Oxler Private Wealth LLC
INCREASED
Shares36,504 from 36,363
Change+141 (+0%)
Value$5.7M (-$81.0K)
Filed 2026-10-21
Union Savings Bank
DECREASED
Shares36,485 from 37,688
Change-1,203 (-3%)
Value$5.7M (-$293.4K)
Filed 2026-10-14
Wealth Advisory Team LLC
DECREASED
Shares35,899 from 35,949
Change-50 (0%)
Value$5.6M (-$109.4K)
Filed 2026-11-05
waypoint wealth counsel
INCREASED
Shares35,891 from 35,411
Change+480 (+1%)
Value$5.6M (-$25.8K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares35,454 from 36,485
Change-1,031 (-3%)
Value$5.5M (-$263.3K)
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED
Shares34,997 from 36,369
Change-1,372 (-4%)
Value$5.4M (-$315.9K)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
DECREASED
Shares34,941 from 37,696
Change-2,755 (-7%)
Value$5.4M (-$534.3K)
Filed 2026-11-05
Oasis Advisors, LLC
INCREASED
Shares34,911 from 17,313
Change+17,598 (+102%)
Value$5.4M (+$2.7M)
Filed 2026-10-16
Legacy Advisors, LLC
UNCHANGED
Shares34,875 from 34,875
Change0 (0%)
Value$5.4M (-$98.7K)
Filed 2026-10-19
Sweeney & Michel, LLC
DECREASED
Shares34,764 from 37,479
Change-2,715 (-7%)
Value$5.4M (-$812.2K)
Filed 2026-10-16
Means Investment Co., Inc.
DECREASED
Shares34,382 from 37,728
Change-3,346 (-9%)
Value$5.3M (-$626.1K)
Filed 2026-11-03
McNaughton Wealth Management, LLC
DECREASED
Shares34,270 from 34,381
Change-111 (0%)
Value$5.3M (-$114.5K)
Filed 2026-10-09
Ritholtz Wealth Management
INCREASED
Shares34,257 from 30,044
Change+4,213 (+14%)
Value$5.3M (+$568.8K)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares34,226 from 35,466
Change-1,240 (-3%)
Value$5.3M (-$292.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares33,999 from 33,291
Change+708 (+2%)
Value$5.3M (+$15.6K)
Filed 2026-10-13
Scott Capital Advisors, LLC
INCREASED
Shares33,747 from 13,992
Change+19,755 (+141%)
Value$5.3M (+$3.1M)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares33,432 from 34,192
Change-760 (-2%)
Value$5.2M (-$202.6K)
Filed 2026-11-03
Climber Capital SA
DECREASED
Shares33,367 from 33,405
Change-38 (0%)
Value$4.7M (-$345.2K)
Filed 2026-10-20
Ironsides Asset Advisors, LLC
INCREASED
Shares33,244 from 33,240
Change+4 (+0%)
Value$5.2M (-$93.4K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares33,220 from 33,189
Change+31 (+0%)
Value$5.2M (-$89.1K)
Filed 2026-10-09
CX Institutional
DECREASED
Shares33,153 from 33,267
Change-114 (0%)
Value$5.1K (-$112)
Filed 2026-10-02
Black Diamond Financial, LLC
INCREASED
Shares32,547 from 31,375
Change+1,172 (+4%)
Value$5.1M (+$93.2K)
Filed 2026-10-26
Uptick Partners, LLC
DECREASED
Shares32,534 from 34,011
Change-1,477 (-4%)
Value$5.0M (-$325.4K)
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares32,431 from 37,017
Change-4,586 (-12%)
Value$5.0M (-$816.5K)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares32,395 from 32,173
Change+222 (+1%)
Value$5.0M (-$56.6K)
Filed 2026-10-28
Etesian Wealth Advisors, Inc.
DECREASED
Shares32,262 from 32,323
Change-61 (0%)
Value$5.0M (-$100.9K)
Filed 2026-10-27
Fiduciary Advisors, Inc.
INCREASED
Shares32,041 from 31,147
Change+894 (+3%)
Value$5.0M (+$50.6K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares32,020 from 29,787
Change+2,233 (+8%)
Value$5.0M (+$262.3K)
Filed 2026-11-02
Rockland Trust Co
DECREASED
Shares32,000 from 32,490
Change-490 (-2%)
Value$5.0M (-$168.0K)
Filed 2026-10-05
Navigation Group, LLC
INCREASED
Shares31,884 from 31,706
Change+178 (+1%)
Value$4.9M (-$62.1K)
Filed 2026-10-28
Wedmont Private Capital
DECREASED
Shares31,861 from 32,269
Change-408 (-1%)
Value$5.0M (-$155.2K)
Filed 2026-10-09
Indivisible Partners
INCREASED
Shares31,812 from 20,274
Change+11,538 (+57%)
Value$4.9M (+$1.7M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares31,783 from 28,672
Change+3,111 (+11%)
Value$4.9M (+$401.8K)
Filed 2026-10-28
Omni 360 Wealth, Inc.
DECREASED
Shares31,464 from 31,583
Change-119 (0%)
Value$4.9M (-$107.9K)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares31,344 from 35,320
Change-3,976 (-11%)
Value$4.9M (-$717.1K)
Filed 2026-10-15
Atticus Wealth Management, LLC
INCREASED
Shares30,578 from 30,501
Change+77 (+0%)
Value$4.7M (-$74.4K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares30,380 from 30,330
Change+50 (+0%)
Value$4.7M (-$78.0K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares30,323 from 26,058
Change+4,265 (+16%)
Value$4.7M (+$588.2K)
Filed 2026-10-28
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares30,236 from 30,236
Change0 (0%)
Value$4.7K (-$85)
Filed 2026-10-08
Friday Financial
INCREASED
Shares30,208 from 3,499
Change+26,709 (+763%)
Value$4.7M (+$4.1M)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares30,193 from 58,200
Change-28,007 (-48%)
Value$4.7M (-$4.5M)
Filed 2026-11-03
Infinity Wealth Counsel, LLC
INCREASED
Shares30,045 from 29,725
Change+320 (+1%)
Value$4.7M (-$34.5K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares29,661 from 27,370
Change+2,291 (+8%)
Value$4.6M (+$278.0K)
Filed 2026-10-22
Simon Quick Advisors, LLC
INCREASED
Shares29,657 from 28,718
Change+939 (+3%)
Value$4.6M (+$64.5K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares28,994 from 29,410
Change-416 (-1%)
Value$4.7M (-$60.7K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares28,978 from 16,247
Change+12,731 (+78%)
Value$4.5M (+$1.9M)
Filed 2026-11-05
Corda Investment Management, Llc.
DECREASED
Shares28,795 from 31,254
Change-2,459 (-8%)
Value$4.5M (-$470.0K)
Filed 2026-10-22
Forza Wealth Management, LLC
DECREASED
Shares28,032 from 28,747
Change-715 (-2%)
Value$4.4M (-$192.3K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED
Shares27,837 from 28,363
Change-526 (-2%)
Value$4.3M (-$162.0K)
Filed 2026-11-02
Triangle Securities Wealth Management
DECREASED
Shares27,812 from 28,357
Change-545 (-2%)
Value$4.3M (-$164.8K)
Filed 2026-10-14
First Citizens Bank & Trust Co
DECREASED
Shares27,786 from 29,577
Change-1,791 (-6%)
Value$4.3M (-$361.7K)
Filed 2026-10-14
Everett Harris & Co
INCREASED
Shares27,761 from 26,702
Change+1,059 (+4%)
Value$4.3M (+$88.7K)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares27,761 from 27,803
Change-42 (0%)
Value$4.3M (-$85.2K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares27,711 from 27,456
Change+255 (+1%)
Value$4.3M (-$38.1K)
Filed 2026-10-23
Convergence Financial, LLC
NEW
Shares27,634
Change+27,634
Value$4.3M
Filed 2026-10-27
Riverbend Wealth Management, LLC
INCREASED
Shares27,578 from 20,544
Change+7,034 (+34%)
Value$4.3M (+$1.0M)
Filed 2026-10-15
Richard C. Young & Co., Ltd.
DECREASED
Shares27,547 from 28,272
Change-725 (-3%)
Value$4.3M (-$192.6K)
Filed 2026-11-04
Wealth Management Partners, LLC
DECREASED
Shares27,541 from 28,105
Change-564 (-2%)
Value$4.3M (-$167.0K)
Filed 2026-10-21
Hippocratic Financial Advisors, LLC
DECREASED
Shares27,261 from 28,564
Change-1,303 (-5%)
Value$4.2M (-$283.0K)
Filed 2026-10-13
LifeSteps Financial, Inc.
DECREASED
Shares27,250 from 28,617
Change-1,367 (-5%)
Value$4.2M (-$293.3K)
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares27,198 from 26,542
Change+656 (+2%)
Value$4.2M (+$26.8K)
Filed 2026-10-27
StrongBox Wealth, LLC
INCREASED
Shares27,153 from 26,890
Change+263 (+1%)
Value$4.2M (-$35.3K)
Filed 2026-11-02
71 West Capital Partners
UNCHANGED
Shares27,057 from 27,057
Change0 (0%)
Value$4.2M (-$76.6K)
Filed 2026-11-04
Asset One Wealth Management LLC
INCREASED
Shares26,514 from 3,974
Change+22,540 (+567%)
Value$4.1M (+$3.5M)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED
Shares26,291 from 25,752
Change+539 (+2%)
Value$4.1M (+$10.8K)
Filed 2026-10-13
Trust Co
DECREASED
Shares26,247 from 30,599
Change-4,352 (-14%)
Value$4.1M (-$762.0K)
Filed 2026-10-09
Maseco LLP
DECREASED
Shares26,227 from 27,979
Change-1,752 (-6%)
Value$4.1M (-$350.9K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares25,888 from 22,499
Change+3,389 (+15%)
Value$4.0M (+$462.3K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
DECREASED
Shares25,820 from 25,895
Change-75 (0%)
Value$4.0M (-$84.9K)
Filed 2026-10-15
Culbertson A N & Co Inc
DECREASED
Shares25,713 from 26,008
Change-295 (-1%)
Value$4.0M (-$119.4K)
Filed 2026-10-21
New England Private Wealth Advisors LLC
DECREASED
Shares25,646 from 26,736
Change-1,090 (-4%)
Value$4.0M (-$320.7K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares25,445 from 25,233
Change+212 (+1%)
Value$3.9M (-$38.5K)
Filed 2026-11-03
Dodds Wealth, LLC
INCREASED
Shares25,332 from 25,267
Change+65 (+0%)
Value$3.9M (-$61.3K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares25,317 from 25,259
Change+58 (+0%)
Value$3.9M (-$62.6K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares25,273 from 26,840
Change-1,567 (-6%)
Value$3.9M (-$318.9K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares25,231 from 23,955
Change+1,276 (+5%)
Value$3.9M (+$130.2K)
Filed 2026-10-14
Manchester Capital Management LLC
DECREASED
Shares25,197 from 25,767
Change-570 (-2%)
Value$3.9M (-$161.4K)
Filed 2026-10-22
Sunburst Financial Group, LLC
DECREASED
Shares25,161 from 25,461
Change-300 (-1%)
Value$3.9M (-$118.6K)
Filed 2026-10-09
Sara-Bay Financial
INCREASED
Shares25,069 from 24,595
Change+474 (+2%)
Value$3.9M (+$4.0K)
Filed 2026-10-21
Delta Financial Advisors LLC
UNCHANGED
Shares25,004 from 25,004
Change0 (0%)
Value$3.9M (-$70.8K)
Filed 2026-10-27
Schuylkill Financial LLC
DECREASED
Shares24,573 from 24,636
Change-63 (0%)
Value$3.8M (-$79.6K)
Filed 2026-10-21
Citizens Financial Group Inc
DECREASED
Shares24,516 from 24,566
Change-50 (0%)
Value$3.8M (-$77.4K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED
Shares24,097 from 24,341
Change-244 (-1%)
Value$3.7M (-$106.8K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares24,085 from 23,999
Change+86 (+0%)
Value$3.7M (-$54.6K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares23,951 from 21,939
Change+2,012 (+9%)
Value$3.7M (+$250.1K)
Filed 2026-10-28
Arsenal Capital Advisors LLC
INCREASED
Shares23,785 from 22,258
Change+1,527 (+7%)
Value$3.7M (+$174.0K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares23,728 from 23,123
Change+605 (+3%)
Value$3.7M (+$28.4K)
Filed 2026-11-04
CDM Financial Counseling Services, Inc.
DECREASED
Shares23,530 from 23,768
Change-238 (-1%)
Value$3.7M (-$104.0K)
Filed 2026-10-15
Mainsail Asset Management, LLC
INCREASED
Shares23,374 from 23,314
Change+60 (+0%)
Value$3.7M (-$32.2K)
Filed 2026-10-14
CGN Advisors LLC
INCREASED
Shares23,327 from 22,977
Change+350 (+2%)
Value$3.6M (-$10.6K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares23,203 from 23,510
Change-307 (-1%)
Value$3.6M (-$114.2K)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED
Shares23,173 from 22,874
Change+299 (+1%)
Value$3.6M (-$18.3K)
Filed 2026-10-29
Davidson Trust Co
DECREASED
Shares23,133 from 23,233
Change-100 (0%)
Value$3.6M (-$81.0K)
Filed 2026-10-09
Bangor Savings Bank
INCREASED
Shares23,103 from 21,337
Change+1,766 (+8%)
Value$3.6M (+$213.7K)
Filed 2026-10-06
LightSquare Wealth Management, LLC
DECREASED
Shares22,991 from 25,819
Change-2,828 (-11%)
Value$3.6M (-$512.0K)
Filed 2026-11-03
Cambridge Capital Management, LLC
DECREASED
Shares22,937 from 23,050
Change-113 (0%)
Value$3.6M (-$82.8K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares22,767 from 21,185
Change+1,582 (+7%)
Value$3.5M (+$185.7K)
Filed 2026-11-03
Hickory Point Bank & Trust
INCREASED
Shares22,311 from 21,539
Change+772 (+4%)
Value$3.5M (+$58.9K)
Filed 2026-10-01
Bison Wealth, LLC
DECREASED
Shares22,249 from 25,611
Change-3,362 (-13%)
Value$3.5M (-$558.4K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares21,785 from 21,059
Change+726 (+3%)
Value$3.4M (+$53.1K)
Filed 2026-10-22
Mechanics Bank Trust Department
INCREASED
Shares21,725 from 21,341
Change+384 (+2%)
Value$3.4M (-$798)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares21,680
Change+21,680
Value$3.4M
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares21,635 from 21,258
Change+377 (+2%)
Value$3.4M (-$1.6K)
Filed 2026-10-20
Diversified Portfolios, Inc.
DECREASED
Shares21,626 from 21,791
Change-165 (-1%)
Value$3.4M (-$87.3K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
INCREASED
Shares21,619 from 21,440
Change+179 (+1%)
Value$3.4M (-$32.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares21,532 from 20,542
Change+990 (+5%)
Value$3.3M (+$95.5K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares21,513 from 21,513
Change0 (0%)
Value$3.3M (-$60.9K)
Filed 2026-11-04
Larson Financial Group LLC
DECREASED
Shares21,492 from 22,102
Change-610 (-3%)
Value$3.3M (-$157.3K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares21,383 from 21,826
Change-443 (-2%)
Value$3.3M (-$130.5K)
Filed 2026-10-29
Eukles Asset Management
INCREASED
Shares21,166 from 19,253
Change+1,913 (+10%)
Value$3.3M (+$242.4K)
Filed 2026-11-04
Colony Family Offices, LLC
INCREASED
Shares20,889 from 15,218
Change+5,671 (+37%)
Value$3.2M (+$837.1K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares20,808 from 20,798
Change+10 (+0%)
Value$3.2M (-$57.3K)
Filed 2026-10-01
International Assets Investment Management, LLC
DECREASED
Shares20,696 from 20,722
Change-26 (0%)
Value$3.2M (-$63.8K)
Filed 2026-11-02
Livet Wealth, LLC
DECREASED
Shares20,507 from 20,675
Change-168 (-1%)
Value$3.2M (-$84.5K)
Filed 2026-10-27
Platform Technology Partners
DECREASED
Shares20,320 from 21,709
Change-1,389 (-6%)
Value$3.2M (-$277.1K)
Filed 2026-11-02
First County Bank
INCREASED
Shares20,306 from 20,228
Change+78 (+0%)
Value$3.2M (-$45.1K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares19,638 from 20,620
Change-982 (-5%)
Value$3.0M (-$210.8K)
Filed 2026-10-26
Hyposwiss Advisors SA
DECREASED
Shares19,590 from 21,870
Change-2,280 (-10%)
Value$3.0M (-$415.7K)
Filed 2026-10-26
New Covenant Trust Company, N.A.
UNCHANGED
Shares19,544 from 19,544
Change0 (0%)
Value$3.0M (-$55.3K)
Filed 2026-10-08
Decker Retirement Planning Inc.
INCREASED
Shares19,501 from 19,468
Change+33 (+0%)
Value$3.0M (-$50.0K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
INCREASED
Shares19,387 from 19,194
Change+193 (+1%)
Value$3.0M (-$24.5K)
Filed 2026-10-09
Obermeyer Wealth Partners
UNCHANGED
Shares19,175 from 19,175
Change0 (0%)
Value$3.0M (-$54.3K)
Filed 2026-10-21
Investment Management Corp
INCREASED
Shares19,101 from 18,526
Change+575 (+3%)
Value$3.0M (+$36.8K)
Filed 2026-11-03
Capital Advantage, Inc.
INCREASED
Shares19,017 from 17,815
Change+1,202 (+7%)
Value$3.0M (+$136.1K)
Filed 2026-10-14
Sageworth Trust Co
UNCHANGED
Shares18,944 from 18,944
Change0 (0%)
Value$2.9M (-$53.6K)
Filed 2026-10-30
Old Port Advisors
DECREASED
Shares18,919 from 19,418
Change-499 (-3%)
Value$2.9M (-$132.4K)
Filed 2026-10-23
Hicks Capital Management LLC
UNCHANGED
Shares18,897 from 18,897
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares18,882 from 19,473
Change-591 (-3%)
Value$2.9M (-$146.8K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares18,481 from 19,934
Change-1,453 (-7%)
Value$2.9M (-$281.9K)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED
Shares18,474 from 17,142
Change+1,332 (+8%)
Value$2.9M (+$158.2K)
Filed 2026-10-19
Lynx Investment Advisory
DECREASED
Shares18,448 from 18,996
Change-548 (-3%)
Value$2.9M (-$138.9K)
Filed 2026-10-27
Independent Wealth Network Inc.
DECREASED
Shares18,414 from 18,717
Change-303 (-2%)
Value$2.9M (-$100.0K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares18,227 from 17,442
Change+785 (+5%)
Value$2.8M (+$72.5K)
Filed 2026-10-08
Plan Group Financial, LLC
INCREASED
Shares18,121 from 2,671
Change+15,450 (+578%)
Value$2.9M (+$2.5M)
Filed 2026-10-22
Auour Investments LLC
INCREASED
Shares18,103 from 17,737
Change+366 (+2%)
Value$2.8M (+$6.7K)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares18,099 from 18,386
Change-287 (-2%)
Value$2.8M (-$96.5K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares18,033 from 19,013
Change-980 (-5%)
Value$2.8M (-$205.9K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares18,025 from 16,935
Change+1,090 (+6%)
Value$2.8M (+$121.2K)
Filed 2026-10-21
Vicus Capital
DECREASED
Shares17,971 from 17,986
Change-15 (0%)
Value$2.8M (-$53.2K)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares17,869 from 17,756
Change+113 (+1%)
Value$2.8M (-$32.8K)
Filed 2026-10-28
Capital City Trust Co
INCREASED
Shares17,619 from 17,545
Change+74 (+0%)
Value$2.7M (-$38.2K)
Filed 2026-10-22
1900 Wealth Management LLC
DECREASED
Shares17,597 from 18,352
Change-755 (-4%)
Value$2.7M (-$169.1K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
DECREASED
Shares17,553 from 17,593
Change-40 (0%)
Value$2.7M (-$56.1K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares17,474 from 33,706
Change-16,232 (-48%)
Value$2.9M (-$2.5M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares17,432 from 15,076
Change+2,356 (+16%)
Value$2.7M (+$322.9K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
DECREASED
Shares17,428 from 17,498
Change-70 (0%)
Value$2.7M (-$60.4K)
Filed 2026-10-29
My Personal CFO, LLC
INCREASED
Shares17,380 from 16,777
Change+603 (+4%)
Value$2.7M (+$46.2K)
Filed 2026-10-14
Collective Family Office LLC
INCREASED
Shares17,323 from 16,828
Change+495 (+3%)
Value$2.7M (+$29.2K)
Filed 2026-10-05
Advocate Investing Services LLC
DECREASED
Shares17,193 from 18,639
Change-1,446 (-8%)
Value$2.7M (-$277.2K)
Filed 2026-10-26
Blankinship & Foster, LLC
UNCHANGED
Shares17,170 from 17,170
Change0 (0%)
Value$2.7M (-$48.6K)
Filed 2026-10-19
Clarity Capital Advisors, LLC
INCREASED
Shares17,102 from 17,055
Change+47 (+0%)
Value$2.7M (-$40.9K)
Filed 2026-10-27
Rockingstone Advisors LLC
UNCHANGED
Shares16,977 from 16,977
Change0 (0%)
Value$2.6M (-$48.0K)
Filed 2026-10-16
Flagstar Securities, Inc
DECREASED
Shares16,847 from 17,018
Change-171 (-1%)
Value$2.6M (-$74.7K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares16,723 from 16,287
Change+436 (+3%)
Value$2.6M (+$21.5K)
Filed 2026-10-27
Bigelow Investment Advisors, LLC
INCREASED
Shares16,696 from 16,173
Change+523 (+3%)
Value$2.6M (+$35.4K)
Filed 2026-10-13
Howland Capital Management LLC
UNCHANGED
Shares16,694 from 16,694
Change0 (0%)
Value$2.6M (-$47.2K)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares16,651 from 8,095
Change+8,556 (+106%)
Value$2.6M (+$1.3M)
Filed 2026-10-22
Stevens Capital Partners
INCREASED
Shares16,630 from 13,577
Change+3,053 (+22%)
Value$2.6M (+$435.4K)
Filed 2026-10-29
Capital Squared Financial LLC
INCREASED
Shares16,593 from 14,641
Change+1,952 (+13%)
Value$2.6M (+$261.5K)
Filed 2026-10-30
Royal Fund Management, LLC
INCREASED
Shares16,341 from 15,640
Change+701 (+4%)
Value$2.5M (+$64.5K)
Filed 2026-10-22
Antonelli Financial Advisors, LLC
DECREASED
Shares16,211 from 16,305
Change-94 (-1%)
Value$2.5M (-$61.0K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares16,187 from 16,202
Change-15 (0%)
Value$2.5M (-$48.1K)
Filed 2026-10-30
Prudent Man Advisors, LLC
DECREASED
Shares16,136 from 16,150
Change-14 (0%)
Value$2.5M (-$47.9K)
Filed 2026-11-03
Hegarty Advisors, LLC
DECREASED
Shares16,045 from 16,787
Change-742 (-4%)
Value$2.5M (-$162.6K)
Filed 2026-10-20
Compass Ion Advisors, LLC
DECREASED
Shares16,028 from 16,119
Change-91 (-1%)
Value$2.5M (-$59.8K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares15,994 from 15,992
Change+2 (+0%)
Value$2.5M (-$44.9K)
Filed 2026-10-07
InvesTrust
DECREASED
Shares15,548 from 15,579
Change-31 (0%)
Value$2.4M (-$48.9K)
Filed 2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,316 from 15,021
Change+295 (+2%)
Value$2.4M (+$4.0K)
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares15,277 from 15,582
Change-305 (-2%)
Value$2.4M (-$91.4K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares15,247 from 13,371
Change+1,876 (+14%)
Value$2.4M (+$253.3K)
Filed 2026-11-02
Financial Enhancement Group LLC
DECREASED
Shares15,104 from 15,239
Change-135 (-1%)
Value$2.4M (-$30.1K)
Filed 2026-10-08
Financial Insights, Inc.
INCREASED
Shares15,089 from 14,068
Change+1,021 (+7%)
Value$2.3M (+$118.6K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares15,052 from 16,050
Change-998 (-6%)
Value$2.3M (-$200.4K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares15,042 from 14,979
Change+63 (+0%)
Value$2.3M (-$32.7K)
Filed 2026-10-14
Gerald Baker Financial Group LLC
INCREASED
Shares14,903 from 14,148
Change+755 (+5%)
Value$2.3M (+$77.3K)
Filed 2026-10-09
Brighton Securities Corp.
INCREASED
Shares14,832 from 14,723
Change+109 (+1%)
Value$2.3M (-$24.8K)
Filed 2026-10-08
Essex Bank
DECREASED
Shares14,785 from 15,255
Change-470 (-3%)
Value$2.3M (-$116.1K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares14,765 from 13,764
Change+1,001 (+7%)
Value$2.3M (+$116.4K)
Filed 2026-11-02
Centurion Wealth Management LLC
DECREASED
Shares14,737 from 14,889
Change-152 (-1%)
Value$2.3M (-$65.8K)
Filed 2026-10-13
SP Asset Management LLC
DECREASED
Shares14,722 from 15,570
Change-848 (-5%)
Value$2.3M (-$175.8K)
Filed 2026-11-05
Investmark Advisory Group LLC
INCREASED
Shares14,551 from 14,548
Change+3 (+0%)
Value$2.3M (-$40.7K)
Filed 2026-10-27
Amicus Financial Advisors, LLC
INCREASED
Shares14,515 from 14,467
Change+48 (+0%)
Value$2.3M (-$33.5K)
Filed 2026-11-03
FF Advisors,LLC
UNCHANGED
Shares14,477 from 14,477
Change0 (0%)
Value$2.2M (-$41.0K)
Filed 2026-10-21
RM Financial Services, LLC
INCREASED
Shares14,376 from 13,812
Change+564 (+4%)
Value$2.2M (+$48.4K)
Filed 2026-11-03
Fulton Bank, N.A.
INCREASED
Shares14,363 from 12,714
Change+1,649 (+13%)
Value$2.2M (+$219.9K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares14,163 from 14,065
Change+98 (+1%)
Value$2.2M (-$24.5K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares14,157 from 14,852
Change-695 (-5%)
Value$2.2M (-$149.9K)
Filed 2026-10-22
Junk Investment Group, LLC
INCREASED
Shares14,067 from 13,833
Change+234 (+2%)
Value$2.2M (-$2.8K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
DECREASED
Shares14,051 from 15,225
Change-1,174 (-8%)
Value$2.2M (-$225.3K)
Filed 2026-10-26
Citizens National Bank Trust Department
INCREASED
Shares14,051 from 14,018
Change+33 (+0%)
Value$2.2M (-$34.6K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares14,000 from 9,000
Change+5,000 (+56%)
Value$2.2M (+$750.5K)
Filed 2026-10-29
R. W. Roge & Company, Inc.
DECREASED
Shares13,993 from 14,086
Change-93 (-1%)
Value$2.2K (-$2.2M)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares13,985 from 14,581
Change-596 (-4%)
Value$2.2M (-$133.7K)
Filed 2026-10-20
Bensler, LLC
DECREASED
Shares13,902 from 14,882
Change-980 (-7%)
Value$2.2M (-$194.3K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares13,859 from 11,615
Change+2,244 (+19%)
Value$2.2M (+$315.3K)
Filed 2026-10-26
TME Financial, Inc.
INCREASED
Shares13,752 from 13,292
Change+460 (+3%)
Value$2.1M (+$33.9K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares13,665 from 13,754
Change-89 (-1%)
Value$2.1M (-$52.8K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares13,559 from 13,000
Change+559 (+4%)
Value$2.1M (+$50.0K)
Filed 2026-10-15
Fonville Wealth Management LLC
DECREASED
Shares13,529 from 13,857
Change-328 (-2%)
Value$2.1M (-$90.2K)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares13,474 from 11,580
Change+1,894 (+16%)
Value$2.1M (+$261.2K)
Filed 2026-10-22
Joseph Group Capital Management
DECREASED
Shares13,419 from 14,496
Change-1,077 (-7%)
Value$2.1M (-$208.2K)
Filed 2026-11-04
CRA Financial Services, LLC
DECREASED
Shares13,400 from 13,550
Change-150 (-1%)
Value$2.1M (-$61.6K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares13,145 from 12,287
Change+858 (+7%)
Value$2.0M (+$98.4K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,988 from 24,563
Change-11,575 (-47%)
Value$2.0M (-$1.9M)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares12,916 from 13,385
Change-469 (-3%)
Value$2.0M (+$58.8K)
Filed 2026-11-03
21 West Wealth Management LLC
INCREASED
Shares12,844 from 12,638
Change+206 (+2%)
Value$2.0M (-$3.8K)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares12,837 from 10,652
Change+2,185 (+21%)
Value$2.0M (+$308.9K)
Filed 2026-10-22
Opinicus Capital, Inc.
INCREASED
Shares12,807 from 12,772
Change+35 (+0%)
Value$2.0M (-$30.7K)
Filed 2026-10-28
Wealth Management Nebraska
DECREASED
Shares12,732 from 12,786
Change-54 (0%)
Value$2.0M (-$44.4K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares12,699 from 12,955
Change-256 (-2%)
Value$2.0K (-$2.0M)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares12,624 from 10,758
Change+1,866 (+17%)
Value$2.0M (+$259.2K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares12,544 from 13,104
Change-560 (-4%)
Value$1.9M (-$124.0K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares12,484 from 12,530
Change-46 (0%)
Value$1.9M (-$42.6K)
Filed 2026-10-16
Gables Capital Management Inc.
UNCHANGED
Shares12,317 from 12,317
Change0 (0%)
Value$1.9M (-$34.9K)
Filed 2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares12,286 from 12,268
Change+18 (+0%)
Value$1.9M (-$31.9K)
Filed 2026-10-27
Creekside Partners
DECREASED
Shares12,239 from 13,984
Change-1,745 (-12%)
Value$1.9M (-$310.5K)
Filed 2026-11-04
LongView Wealth Management
INCREASED
Shares12,205 from 11,298
Change+907 (+8%)
Value$1.9M (+$108.8K)
Filed 2026-10-19
Sagace Wealth Management LLC
INCREASED
Shares12,184 from 11,940
Change+244 (+2%)
Value$1.9M (+$4.1K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares12,159 from 11,733
Change+426 (+4%)
Value$1.9M (+$32.9K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares12,123 from 8,436
Change+3,687 (+44%)
Value$1.9M (+$548.4K)
Filed 2026-10-13
Rossmore Private Capital
INCREASED
Shares12,079 from 11,079
Change+1,000 (+9%)
Value$1.9M (+$123.8K)
Filed 2026-10-27
John W. Brooker & Co., CPAs
INCREASED
Shares11,961 from 11,908
Change+53 (+0%)
Value$1.9M (-$25.4K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares11,746 from 11,622
Change+124 (+1%)
Value$1.8M (-$13.7K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares11,735 from 11,549
Change+186 (+2%)
Value$1.8M (-$3.8K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares11,714 from 9,476
Change+2,238 (+24%)
Value$1.9M (+$337.7K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares11,599 from 11,011
Change+588 (+5%)
Value$1.8M (+$60.1K)
Filed 2026-10-30
Fiduciary Alliance LLC
INCREASED
Shares11,577 from 11,090
Change+487 (+4%)
Value$1.8M (+$44.1K)
Filed 2026-10-13
Covestor Ltd
INCREASED
Shares11,557 from 11,510
Change+47 (+0%)
Value$1.8K (-$1.8M)
Filed 2026-10-30
Armor Investment Advisors, LLC
DECREASED
Shares11,517 from 11,682
Change-165 (-1%)
Value$1.8M (-$58.7K)
Filed 2026-10-27
KCM Investment Advisors LLC
INCREASED
Shares11,471 from 11,379
Change+92 (+1%)
Value$1.8M (-$17.9K)
Filed 2026-10-27
Fulcrum Capital LLC
INCREASED
Shares11,356 from 10,765
Change+591 (+5%)
Value$1.8M (+$61.2K)
Filed 2026-10-15
Mascagni Wealth Management, Inc.
INCREASED
Shares11,290 from 11,267
Change+23 (+0%)
Value$1.8M (-$28.3K)
Filed 2026-10-23
McClarren Financial Advisors, Inc.
DECREASED
Shares11,265 from 11,729
Change-464 (-4%)
Value$1.7M (-$105.2K)
Filed 2026-10-15
Balboa Wealth Partners
DECREASED
Shares11,175 from 11,240
Change-65 (-1%)
Value$1.7M (-$41.9K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares11,129 from 11,068
Change+61 (+1%)
Value$1.7M (-$21.9K)
Filed 2026-10-14
MW Advisory, LLC
DECREASED
Shares11,080 from 11,462
Change-382 (-3%)
Value$1.7M (-$91.7K)
Filed 2026-10-19
Blueprint Investment Partners LLC
INCREASED
Shares11,053 from 10,375
Change+678 (+7%)
Value$1.7M (+$75.9K)
Filed 2026-10-28
Portland Financial Advisors Inc
DECREASED
Shares10,938 from 11,004
Change-66 (-1%)
Value$1.7M (-$41.4K)
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares10,841 from 10,841
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-06
Great Diamond Partners, LLC
INCREASED
Shares10,772 from 10,172
Change+600 (+6%)
Value$1.7M (+$64.3K)
Filed 2026-10-13
Mraz, Amerine & Associates, Inc.
DECREASED
Shares10,744 from 11,379
Change-635 (-6%)
Value$1.7M (-$130.8K)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED
Shares10,670 from 11,054
Change-384 (-3%)
Value$1.7M (-$91.0K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$1.6M (-$30.0K)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares10,550 from 10,010
Change+540 (+5%)
Value$1.6M (+$55.5K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares10,472 from 7,998
Change+2,474 (+31%)
Value$1.6M (+$361.3K)
Filed 2026-10-21
Fairscale Capital, LLC
DECREASED
Shares10,208 from 11,284
Change-1,076 (-10%)
Value$1.7M (-$111.8K)
Filed 2026-11-04
Investment Management Trust, LLC
DECREASED
Shares10,171 from 10,273
Change-102 (-1%)
Value$1.6M (-$44.8K)
Filed 2026-11-05
Macco Financial Group, Inc.
INCREASED
Shares10,150 from 7,211
Change+2,939 (+41%)
Value$1.6M (+$435.7K)
Filed 2026-11-05
Valley National Advisers Inc
INCREASED
Shares10,148 from 10,062
Change+86 (+1%)
Value$1.6M (-$15.1K)
Filed 2026-10-23
Nilsine Partners, LLC
UNCHANGED
Shares10,137 from 10,137
Change0 (0%)
Value$1.6M (-$28.7K)
Filed 2026-11-02
PUREfi Wealth, LLC
INCREASED
Shares10,125 from 10,069
Change+56 (+1%)
Value$1.6M (-$19.8K)
Filed 2026-10-19
Finward Bancorp
INCREASED
Shares10,099 from 9,958
Change+141 (+1%)
Value$1.6M (-$6.3K)
Filed 2026-10-14
Blueprint Financial Advisors LLC
NEW
Shares10,080
Change+10,080
Value$1.6M
Filed 2026-10-28
Burkett Financial Services, LLC
DECREASED
Shares9,955 from 10,412
Change-457 (-4%)
Value$1.5M (-$100.4K)
Filed 2026-10-01
APS Management Group, Inc.
DECREASED
Shares9,948 from 13,686
Change-3,738 (-27%)
Value$1.5M (-$618.9K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares9,935 from 9,833
Change+102 (+1%)
Value$1.5M (-$12.1K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,875 from 9,940
Change-65 (-1%)
Value$1.5M (-$38.3K)
Filed 2026-10-21
3 Factor Indexing, LLC
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$1.5M (-$27.9K)
Filed 2026-10-15
Arwa LLC
DECREASED
Shares9,850 from 11,888
Change-2,038 (-17%)
Value$1.6M (-$344.9K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares9,761 from 8,555
Change+1,206 (+14%)
Value$1.5M (+$163.0K)
Filed 2026-10-22
GreatBanc Trust Co
DECREASED
Shares9,755 from 9,805
Change-50 (-1%)
Value$1.5M (-$35.5K)
Filed 2026-11-04
Sage Investment Advisers LLC
INCREASED
Shares9,696 from 9,541
Change+155 (+2%)
Value$1.5M (-$2.8K)
Filed 2026-10-21
Koenig Investment Advisory, LLC
INCREASED
Shares9,666 from 3,687
Change+5,979 (+162%)
Value$1.5M (+$917.5K)
Filed 2026-10-09
SRH Advisors, LLC
INCREASED
Shares9,613 from 9,302
Change+311 (+3%)
Value$1.5M (+$21.8K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
INCREASED
Shares9,601 from 9,572
Change+29 (+0%)
Value$1.5M (-$22.6K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares9,578 from 18,693
Change-9,115 (-49%)
Value$1.5M (-$1.5M)
Filed 2026-11-04
Plancorp, LLC
DECREASED
Shares9,551 from 9,554
Change-3 (0%)
Value$1.6M (+$27.0K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares9,519 from 9,365
Change+154 (+2%)
Value$1.5M (-$2.6K)
Filed 2026-10-21
Madrid Wealth Management, LLC
INCREASED
Shares9,457 from 8,382
Change+1,075 (+13%)
Value$1.5M (+$143.1K)
Filed 2026-10-23
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares9,434 from 9,434
Change0 (0%)
Value$1.5M (-$26.7K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares9,406 from 10,049
Change-643 (-6%)
Value$1.5M (-$128.3K)
Filed 2026-10-19
Richardson Capital Management LLC
INCREASED
Shares9,352 from 3,744
Change+5,608 (+150%)
Value$1.5M (+$859.7K)
Filed 2026-10-23
Liberty Capital Management, Inc.
UNCHANGED
Shares9,333 from 9,333
Change0 (0%)
Value$1.4M (-$26.4K)
Filed 2026-11-02
Duncker Streett & Co Inc
INCREASED
Shares9,297 from 9,262
Change+35 (+0%)
Value$1.4M (-$20.8K)
Filed 2026-10-27
Lazari Capital Management, Inc.
DECREASED
Shares9,292 from 9,929
Change-637 (-6%)
Value$1.4M (-$126.9K)
Filed 2026-10-20
Klingman & Associates, LLC
UNCHANGED
Shares9,264 from 9,264
Change0 (0%)
Value$1.4M (-$26.2K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
DECREASED
Shares9,226 from 9,384
Change-158 (-2%)
Value$1.4M (-$51.1K)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares9,197 from 9,399
Change-202 (-2%)
Value$1.4M (-$58.0K)
Filed 2026-11-05
Highland Financial Advisors, LLC
INCREASED
Shares9,143 from 9,138
Change+5 (+0%)
Value$1.4M (-$25.1K)
Filed 2026-10-19
BG Investment Services, LLC
INCREASED
Shares9,077 from 8,078
Change+999 (+12%)
Value$1.4M (+$132.1K)
Filed 2026-10-23
Seek First Inc.
DECREASED
Shares9,026 from 9,435
Change-409 (-4%)
Value$1.4M (-$90.1K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares9,020 from 8,856
Change+164 (+2%)
Value$1.4M (+$467)
Filed 2026-10-08
Values Added Financial LLC
DECREASED
Shares8,977 from 9,210
Change-233 (-3%)
Value$1.4M (-$62.2K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
INCREASED
Shares8,970 from 8,840
Change+130 (+1%)
Value$1.4M (-$4.8K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
DECREASED
Shares8,912 from 8,976
Change-64 (-1%)
Value$1.4M (-$35.3K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares8,898 from 8,521
Change+377 (+4%)
Value$1.4M (+$34.4K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares8,862 from 8,829
Change+33 (+0%)
Value$1.4M (-$19.9K)
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED
Shares8,850 from 9,057
Change-207 (-2%)
Value$1.4M (-$57.7K)
Filed 2026-10-15
Aspen Investment Management Inc
UNCHANGED
Shares8,715 from 8,715
Change0 (0%)
Value$1.4K (-$24)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares8,712 from 8,812
Change-100 (-1%)
Value$1.4M (-$40.5K)
Filed 2026-10-26
Legacies Wealth LLC
UNCHANGED
Shares8,709 from 8,709
Change0 (0%)
Value$1.4M (-$24.6K)
Filed 2026-11-02
Northcape Wealth Management, LLC
DECREASED
Shares8,686 from 11,377
Change-2,691 (-24%)
Value$1.3M (-$450.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares8,600 from 76,795
Change-68,195 (-89%)
Value$1.3M (-$10.8M)
Filed 2026-10-21
Stonebridge Financial Group, LLC
DECREASED
Shares8,521 from 8,641
Change-120 (-1%)
Value$1.3M (-$43.1K)
Filed 2026-10-01
Sage Capital Advisors,llc
INCREASED
Shares8,514 from 8,405
Change+109 (+1%)
Value$1.3M (-$7.0K)
Filed 2026-10-13
Winebrenner Capital Management LLC
INCREASED
Shares8,496 from 8,242
Change+254 (+3%)
Value$1.3M (+$16.2K)
Filed 2026-10-07
TMB Capital Partners, LLC
INCREASED
Shares8,434 from 8,290
Change+144 (+2%)
Value$1.3M (-$1.1K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares8,367 from 8,367
Change0 (0%)
Value$1.3M (-$23.6K)
Filed 2026-10-15
Stonehearth Capital Management, LLC
INCREASED
Shares8,342 from 7,540
Change+802 (+11%)
Value$1.3M (+$103.1K)
Filed 2026-10-13
CPA Asset Management Group, LLC
UNCHANGED
Shares8,325 from 8,325
Change0 (0%)
Value$1.3M (-$23.6K)
Filed 2026-10-26
Donalies Financial Planning, LLC
DECREASED
Shares8,282 from 8,626
Change-344 (-4%)
Value$1.3M (-$77.7K)
Filed 2026-10-19
Poehling Capital Management, Inc.
UNCHANGED
Shares8,276 from 8,276
Change0 (0%)
Value$1.3M (-$23.4K)
Filed 2026-10-20
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares8,270 from 8,262
Change+8 (+0%)
Value$1.3M (-$22.1K)
Filed 2026-11-03
Stillwater Wealth Management Group
INCREASED
Shares8,258 from 7,184
Change+1,074 (+15%)
Value$1.3M (+$146.4K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares8,252 from 8,298
Change-46 (-1%)
Value$1.3M (-$30.6K)
Filed 2026-10-19
Andrews Advisory Associates, LLC
DECREASED
Shares8,222 from 8,677
Change-455 (-5%)
Value$1.3M (-$95.3K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares8,164
Change+8,164
Value$1.3M
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares8,150 from 8,710
Change-560 (-6%)
Value$1.3M (-$111.6K)
Filed 2026-11-02
Saxon Interests, Inc.
INCREASED
Shares8,139 from 7,019
Change+1,120 (+16%)
Value$1.3M (+$154.0K)
Filed 2026-10-26
Wisconsin Wealth Advisors, LLC
DECREASED
Shares8,133 from 8,243
Change-110 (-1%)
Value$1.3M (-$40.4K)
Filed 2026-10-08
Morton Capital Management LLC
DECREASED
Shares8,027 from 8,899
Change-872 (-10%)
Value$1.2M (-$160.6K)
Filed 2026-10-23
Vision Capital Management, Inc.
DECREASED
Shares7,970 from 8,112
Change-142 (-2%)
Value$1.2M (-$45.0K)
Filed 2026-10-20
Saxony Capital Management, LLC
INCREASED
Shares7,963 from 7,091
Change+872 (+12%)
Value$1.2M (+$115.3K)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares7,876 from 7,999
Change-123 (-2%)
Value$1.2M (-$41.7K)
Filed 2026-10-08
Vantage Investment Partners, LLC
DECREASED
Shares7,860 from 7,950
Change-90 (-1%)
Value$1.2M (-$36.5K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares7,835 from 7,669
Change+166 (+2%)
Value$1.2K (+$4)
Filed 2026-10-27
Thrive Wealth Management, LLC
INCREASED
Shares7,799 from 7,798
Change+1 (+0%)
Value$1.2M (-$21.9K)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares7,796 from 8,079
Change-283 (-3%)
Value$1.2M (-$66.8K)
Filed 2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares7,788 from 7,262
Change+526 (+7%)
Value$1.2M (+$61.1K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
INCREASED
Shares7,750 from 7,729
Change+21 (+0%)
Value$1.2M (-$18.5K)
Filed 2026-10-29
Blue Water Asset Management
DECREASED
Shares7,728 from 7,808
Change-80 (-1%)
Value$1.2M (-$34.6K)
Filed 2026-11-04
John Boyer, Inc.
DECREASED
Shares7,720 from 8,738
Change-1,018 (-12%)
Value$1.2M (-$183.0K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares7,647 from 7,679
Change-32 (0%)
Value$1.2M (-$26.7K)
Filed 2026-10-14
TCI Wealth Advisors, Inc.
INCREASED
Shares7,635 from 6,872
Change+763 (+11%)
Value$1.2M (+$98.9K)
Filed 2026-10-30
MBA Advisors LLC
DECREASED
Shares7,597 from 7,682
Change-85 (-1%)
Value$1.2M (-$34.9K)
Filed 2026-10-29
LJI Wealth Management, LLC
DECREASED
Shares7,581 from 7,651
Change-70 (-1%)
Value$1.2M (-$32.5K)
Filed 2026-10-28
American National Bank of Texas
INCREASED
Shares7,579 from 6,576
Change+1,003 (+15%)
Value$1.2M (+$137.1K)
Filed 2026-10-07
Optivise Advisory Services LLC
INCREASED
Shares7,560 from 6,654
Change+906 (+14%)
Value$1.2M (+$121.8K)
Filed 2026-10-19
Turning Point Benefit Group, Inc.
DECREASED
Shares7,544 from 8,035
Change-491 (-6%)
Value$1.2M (-$98.2K)
Filed 2026-10-28
Haven Private, LLC
INCREASED
Shares7,511 from 6,049
Change+1,462 (+24%)
Value$1.2M (+$209.7K)
Filed 2026-10-27
Welch Group, LLC
DECREASED
Shares7,506 from 7,526
Change-20 (0%)
Value$1.2M (-$24.4K)
Filed 2026-10-29
Beese Fulmer Investment Management, Inc.
DECREASED
Shares7,491 from 7,595
Change-104 (-1%)
Value$1.2M (-$37.6K)
Filed 2026-10-23
Quartz Partners, LLC
INCREASED
Shares7,412 from 7,221
Change+191 (+3%)
Value$1.2M (+$9.2K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares7,275 from 7,428
Change-153 (-2%)
Value$1.1M (-$44.7K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
INCREASED
Shares7,271 from 7,238
Change+33 (+0%)
Value$1.1M (-$15.3K)
Filed 2026-10-20
Archer Investment Corp
DECREASED
Shares7,197 from 8,038
Change-841 (-10%)
Value$1.1M (-$153.3K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
DECREASED
Shares7,185 from 7,510
Change-325 (-4%)
Value$1.1M (-$71.7K)
Filed 2026-10-26
Sterling Wealth Management, Inc.
INCREASED
Shares7,145 from 7,139
Change+6 (+0%)
Value$1.1M (-$19.3K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED
Shares7,142 from 6,732
Change+410 (+6%)
Value$1.1M (+$44.6K)
Filed 2026-10-19
Courage Miller Partners, LLC
DECREASED
Shares7,137 from 7,200
Change-63 (-1%)
Value$1.1M (-$30.2K)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares7,112 from 6,743
Change+369 (+5%)
Value$1.1M (+$35.4K)
Filed 2026-10-07
Briaud Financial Planning Inc
UNCHANGED
Shares7,074 from 7,074
Change0 (0%)
Value$1.1M (-$20.0K)
Filed 2026-10-20
Southland Equity Partners LLC
DECREASED
Shares7,053 from 7,104
Change-51 (-1%)
Value$1.1M (-$27.9K)
Filed 2026-10-14
FWG Investments, Llc.
INCREASED
Shares7,052 from 5,679
Change+1,373 (+24%)
Value$1.1M (+$197.1K)
Filed 2026-11-03
Curtis Advisory Group, LLC
DECREASED
Shares7,035 from 7,065
Change-30 (0%)
Value$1.1M (-$24.7K)
Filed 2026-10-28
Mlp3, LLC
UNCHANGED
Shares7,005 from 7,005
Change0 (0%)
Value$1.1M (-$19.8K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares6,981 from 6,819
Change+162 (+2%)
Value$1.1M (+$73.5K)
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares6,972 from 6,939
Change+33 (+0%)
Value$1.1M (-$14.4K)
Filed 2026-10-09
First National Bank Sioux Falls
INCREASED
Shares6,941 from 6,691
Change+250 (+4%)
Value$1.1M (+$48.0K)
Filed 2026-10-13
River Street Advisors LLC
DECREASED
Shares6,890 from 6,901
Change-11 (0%)
Value$1.1M (-$21.4K)
Filed 2026-10-22
Chatham Capital Group, Inc.
UNCHANGED
Shares6,881 from 6,881
Change0 (0%)
Value$1.1M (-$19.5K)
Filed 2026-10-16
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$1.1M (-$19.2K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares6,787 from 6,735
Change+52 (+1%)
Value$1.1M (+$13.2K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares6,786 from 6,264
Change+522 (+8%)
Value$1.1M (+$92.3K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares6,760 from 7,416
Change-656 (-9%)
Value$1.0M (-$158.2K)
Filed 2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares6,760 from 6,770
Change-10 (0%)
Value$1.1M (-$4.9K)
Filed 2026-10-21
Exchange Bank
INCREASED
Shares6,673 from 4,967
Change+1,706 (+34%)
Value$1.0M (+$250.7K)
Filed 2026-10-07
Equity Wealth Partners, LLC
DECREASED
Shares6,585 from 6,606
Change-21 (0%)
Value$1.0M (-$21.9K)
Filed 2026-10-26
Alamar Capital Management, LLC
UNCHANGED
Shares6,585 from 6,585
Change0 (0%)
Value$1.0M (-$18.6K)
Filed 2026-11-02
Concord Wealth Partners
DECREASED
Shares6,564 from 7,365
Change-801 (-11%)
Value$1.0M (-$145.1K)
Filed 2026-11-02
ARQ Wealth Advisors, LLC
DECREASED
Shares6,551 from 6,861
Change-310 (-5%)
Value$1.0M (-$92.4K)
Filed 2026-10-29
Uptown Financial Advisors LLC
INCREASED
Shares6,538 from 6,490
Change+48 (+1%)
Value$1.0M (-$10.9K)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares6,506
Change+6,506
Value$1.0M
Filed 2026-10-26
XY Planning Network, Inc.
DECREASED
Shares6,477 from 6,659
Change-182 (-3%)
Value$1.0M (-$47.0K)
Filed 2026-10-14
Prospera Capital Management, LLC
NEW
Shares6,475
Change+6,475
Value$1.0M
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares6,384 from 6,384
Change0 (0%)
Value$990.8K (-$18.1K)
Filed 2026-10-05
Compass Financial Group, Inc
DECREASED
Shares6,374 from 6,584
Change-210 (-3%)
Value$989.2K (-$51.2K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares6,340 from 3,178
Change+3,162 (+100%)
Value$984.0K (+$481.7K)
Filed 2026-10-06
Beaumont Financial Advisors, LLC
INCREASED
Shares6,325 from 6,324
Change+1 (+0%)
Value$981.7K (-$17.7K)
Filed 2026-10-22
Old Mission Investment Co LLC
DECREASED
Shares6,324 from 6,381
Change-57 (-1%)
Value$981.5K (-$26.9K)
Filed 2026-10-22
Summit Investment Advisors, Inc.\KS
INCREASED
Shares6,312 from 6,297
Change+15 (+0%)
Value$979.7K (-$15.4K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares6,274 from 6,401
Change-127 (-2%)
Value$973.7K (-$37.8K)
Filed 2026-10-28
Smith Salley Wealth Management
INCREASED
Shares6,269 from 6,084
Change+185 (+3%)
Value$973.0K (+$11.5K)
Filed 2026-11-03
Facet Wealth, Inc.
DECREASED
Shares6,207 from 6,668
Change-461 (-7%)
Value$963.3K (-$90.5K)
Filed 2026-11-04
Perryman Financial Advisory Inc
DECREASED
Shares6,189 from 6,272
Change-83 (-1%)
Value$960.5K (-$30.7K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares6,176 from 7,385
Change-1,209 (-16%)
Value$958.5K (-$208.5K)
Filed 2026-10-14
Asempa Wealth Advisors
INCREASED
Shares6,157 from 6,148
Change+9 (+0%)
Value$956.5K (-$15.1K)
Filed 2026-10-07
Focus Wealth Advisors, LLC
UNCHANGED
Shares6,108 from 6,108
Change0 (0%)
Value$947.9K (-$17.3K)
Filed 2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares6,107 from 6,107
Change0 (0%)
Value$947.8K (-$17.3K)
Filed 2026-10-21
Luminvest Wealth Management LLC
DECREASED
Shares6,074 from 12,549
Change-6,475 (-52%)
Value$942.7K (-$1.0M)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares6,055
Change+6,055
Value$939.7K
Filed 2026-10-28
Midland Wealth Advisors, LLC
DECREASED
Shares6,040 from 6,056
Change-16 (0%)
Value$937.4K (-$19.6K)
Filed 2026-10-26
Factor Wealth Management LTD
DECREASED
Shares6,028 from 6,330
Change-302 (-5%)
Value$935.5K (-$64.7K)
Filed 2026-10-08
Wynn Capital, LLC
DECREASED
Shares6,009 from 6,065
Change-56 (-1%)
Value$932.5K (-$25.9K)
Filed 2026-10-13
Register Financial Advisors LLC
INCREASED
Shares6,005 from 5,955
Change+50 (+1%)
Value$932.0K (-$9.1K)
Filed 2026-10-23
Harmony Asset Management LLC
DECREASED
Shares6,004 from 6,858
Change-854 (-12%)
Value$931.8K (-$152.0K)
Filed 2026-10-20
MV Capital Management, Inc.
INCREASED
Shares5,956 from 4,912
Change+1,044 (+21%)
Value$924.4K (+$148.1K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares5,954 from 9,070
Change-3,116 (-34%)
Value$924.0K (-$509.3K)
Filed 2026-10-20
Anson Capital, Inc.
INCREASED
Shares5,913 from 5,906
Change+7 (+0%)
Value$917.7K (-$15.7K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
INCREASED
Shares5,912 from 5,122
Change+790 (+15%)
Value$917.5K (+$108.1K)
Filed 2026-10-27
WoodTrust Financial Corp
INCREASED
Shares5,849 from 5,076
Change+773 (+15%)
Value$908 (-$801.1K)
Filed 2026-10-09
LaFleur & Godfrey LLC
INCREASED
Shares5,826 from 5,759
Change+67 (+1%)
Value$904.2K (-$5.9K)
Filed 2026-10-27
Concord Asset Management, LLC
DECREASED
Shares5,792 from 6,269
Change-477 (-8%)
Value$899.0K (-$91.7K)
Filed 2026-11-02
Sidoxia Capital Management, LLC
DECREASED
Shares5,790 from 11,174
Change-5,384 (-48%)
Value$898.5K (-$867.2K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
INCREASED
Shares5,784 from 5,424
Change+360 (+7%)
Value$897.7K (+$40.6K)
Filed 2026-10-29
Eastern Bank
DECREASED
Shares5,754 from 6,381
Change-627 (-10%)
Value$893.0K (-$115.4K)
Filed 2026-10-05
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$892.4K (-$16.3K)
Filed 2026-10-22
Geneva Partners, LLC
DECREASED
Shares5,702 from 5,705
Change-3 (0%)
Value$844.9K (-$56.7K)
Filed 2026-10-26
WealthSpring Partners, LLC
UNCHANGED
Shares5,695 from 5,695
Change0 (0%)
Value$883.9K (-$16.1K)
Filed 2026-10-14
Archford Capital Strategies, LLC
INCREASED
Shares5,680 from 5,149
Change+531 (+10%)
Value$881.6K (+$67.9K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares5,635 from 5,635
Change0 (0%)
Value$874.6K (-$15.9K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$869.1K (-$15.8K)
Filed 2026-10-15
Lantern Wealth Advisors, LLC
INCREASED
Shares5,581 from 4,856
Change+725 (+15%)
Value$866.2K (+$98.7K)
Filed 2026-10-22
Bailard, Inc.
DECREASED
Shares5,570 from 7,830
Change-2,260 (-29%)
Value$864.5K (-$372.9K)
Filed 2026-10-13
Single Point Partners, LLC
DECREASED
Shares5,535 from 5,730
Change-195 (-3%)
Value$859.1K (-$46.4K)
Filed 2026-10-19
Churchill Financial Advisors, LLC
INCREASED
Shares5,511 from 5,411
Change+100 (+2%)
Value$855.3K (+$207)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares5,504 from 6,151
Change-647 (-11%)
Value$854.2K (-$117.9K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares5,492 from 3,653
Change+1,839 (+50%)
Value$852.4K (+$275.1K)
Filed 2026-10-30
Bulwark Capital Corp
UNCHANGED
Shares5,481 from 5,481
Change0 (0%)
Value$850.7K (-$15.5K)
Filed 2026-10-13
American State Bank (Iowa)
UNCHANGED
Shares5,473 from 5,473
Change0 (0%)
Value$849.4K (-$15.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares5,468 from 4,258
Change+1,210 (+28%)
Value$848.7K (+$175.9K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares5,468 from 5,610
Change-142 (-3%)
Value$870.8K (-$15.7K)
Filed 2026-10-13
Ackerman Capital Advisors, LLC
UNCHANGED
Shares5,389 from 5,389
Change0 (0%)
Value$836.4K (-$15.3K)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares5,379 from 5,382
Change-3 (0%)
Value$834.8K (-$15.7K)
Filed 2026-10-29
Gradient Capital Advisors, LLC
INCREASED
Shares5,313 from 5,309
Change+4 (+0%)
Value$824.6K (-$14.4K)
Filed 2026-10-21
Hurlow Wealth Management Group, Inc.
INCREASED
Shares5,312 from 5,307
Change+5 (+0%)
Value$824.5K (-$14.2K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares5,300 from 10,200
Change-4,900 (-48%)
Value$822.6K (-$789.3K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares5,232 from 5,113
Change+119 (+2%)
Value$812.0K (+$4.0K)
Filed 2026-10-26
Fusion Capital, LLC
INCREASED
Shares5,230 from 5,145
Change+85 (+2%)
Value$811.6K (-$1.4K)
Filed 2026-10-28
McAlister, Sweet & Associates, Inc.
INCREASED
Shares5,203 from 5,191
Change+12 (+0%)
Value$807.5K (-$12.8K)
Filed 2026-10-07
Quadrant Private Wealth Management, LLC
NEW
Shares5,202
Change+5,202
Value$807.4K
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares5,175 from 4,994
Change+181 (+4%)
Value$803.3K (+$13.9K)
Filed 2026-10-16
Milestone Asset Management Group, LLC
INCREASED
Shares5,119 from 4,150
Change+969 (+23%)
Value$794.5K (+$138.7K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
INCREASED
Shares5,119 from 5,113
Change+6 (+0%)
Value$794.4K (-$35.0K)
Filed 2026-10-20
Seamount Financial Group Inc
INCREASED
Shares5,038 from 5,021
Change+17 (+0%)
Value$782.0K (-$11.5K)
Filed 2026-10-21
Allegheny Financial Group
INCREASED
Shares5,019 from 4,957
Change+62 (+1%)
Value$779.1K (-$4.4K)
Filed 2026-11-05
Aerodigm Wealth, LLC
UNCHANGED
Shares4,969 from 4,969
Change0 (0%)
Value$771.2K (-$14.1K)
Filed 2026-10-16
PDS Planning, Inc
DECREASED
Shares4,953 from 5,896
Change-943 (-16%)
Value$768.7K (-$163.1K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares4,935 from 5,448
Change-513 (-9%)
Value$765.9K (-$95.0K)
Filed 2026-11-05
Arbor Wealth Advisors LLC
UNCHANGED
Shares4,909 from 4,909
Change0 (0%)
Value$761.9K (-$13.9K)
Filed 2026-10-09
Todd Wealth Management, LLC
DECREASED
Shares4,893 from 5,074
Change-181 (-4%)
Value$759.3K (-$42.5K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED
Shares4,888 from 4,888
Change0 (0%)
Value$758.6K (-$13.8K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$768.5K ($0)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares4,841 from 4,541
Change+300 (+7%)
Value$770.3K (+$52.6K)
Filed 2026-10-20
Hardin Capital Partners, LLC
INCREASED
Shares4,807 from 1,399
Change+3,408 (+244%)
Value$746.0K (+$524.3K)
Filed 2026-10-09
Advisory Solutions Group, LLC
INCREASED
Shares4,777 from 1,371
Change+3,406 (+248%)
Value$741.4K (+$524.7K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares4,762 from 4,222
Change+540 (+13%)
Value$739.0K (+$71.9K)
Filed 2026-10-02
AlphaCore Capital LLC
DECREASED
Shares4,756 from 4,758
Change-2 (0%)
Value$738.2K (-$13.8K)
Filed 2026-11-04
Altrius Capital Management Inc
INCREASED
Shares4,726 from 4,280
Change+446 (+10%)
Value$733.5K (+$57.1K)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares4,716 from 2,733
Change+1,983 (+73%)
Value$731.9K (+$300.0K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
DECREASED
Shares4,711 from 4,801
Change-90 (-2%)
Value$731.3K (-$27.6K)
Filed 2026-10-07
United Advisor Group, LLC
DECREASED
Shares4,686 from 4,917
Change-231 (-5%)
Value$727.3K (-$49.6K)
Filed 2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares4,648 from 4,535
Change+113 (+2%)
Value$721.4K (+$4.8K)
Filed 2026-10-29
Sage Mountain Advisors LLC
DECREASED
Shares4,630 from 4,634
Change-4 (0%)
Value$718.6K (-$13.7K)
Filed 2026-11-02
Obsidian CIO, LLC
DECREASED
Shares4,605 from 6,036
Change-1,431 (-24%)
Value$714.7K (-$239.2K)
Filed 2026-11-05
Pittenger & Anderson Inc
INCREASED
Shares4,587 from 4,420
Change+167 (+4%)
Value$711.9K (+$13.4K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares4,571 from 4,127
Change+444 (+11%)
Value$709.4K (+$57.2K)
Filed 2026-10-26
Green Ridge Wealth Planning LLC
UNCHANGED
Shares4,535 from 4,535
Change0 (0%)
Value$703.8K (-$12.8K)
Filed 2026-10-08
Bfsg, LLC
DECREASED
Shares4,530 from 4,535
Change-5 (0%)
Value$703.0K (-$13.6K)
Filed 2026-10-30
Ballast Rock Private Wealth LLC
INCREASED
Shares4,521 from 4,363
Change+158 (+4%)
Value$701.6K (+$12.2K)
Filed 2026-10-26
Richwood Investment Advisors, LLC
DECREASED
Shares4,497 from 4,498
Change-1 (0%)
Value$698.0K (-$12.7K)
Filed 2026-10-30
Sound Income Strategies, LLC
DECREASED
Shares4,456 from 5,183
Change-727 (-14%)
Value$705.2K (-$113.8K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
INCREASED
Shares4,445 from 4,413
Change+32 (+1%)
Value$689.8K (-$7.6K)
Filed 2026-10-21
Cutler Investment Counsel LLC
DECREASED
Shares4,433 from 4,464
Change-31 (-1%)
Value$688.0K (-$17.4K)
Filed 2026-10-28
Hengehold Capital Management LLC
INCREASED
Shares4,432 from 4,408
Change+24 (+1%)
Value$687.8K (-$8.8K)
Filed 2026-10-16
ADE, LLC
DECREASED
Shares4,425 from 4,505
Change-80 (-2%)
Value$686.8K (-$25.1K)
Filed 2026-10-29
Keystone Wealth Services, LLC
INCREASED
Shares4,422 from 4,343
Change+79 (+2%)
Value$691.9K (+$5.6K)
Filed 2026-11-03
TrueWealth Advisors, LLC
UNCHANGED
Shares4,412 from 4,412
Change0 (0%)
Value$684.7K (-$12.5K)
Filed 2026-10-09
KRM Wealth Management L.L.C.
INCREASED
Shares4,394 from 4,370
Change+24 (+1%)
Value$682.0K (-$8.6K)
Filed 2026-11-02
Charis Legacy Partners, LLC
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$681.8K (-$12.4K)
Filed 2026-10-22
Mustard Seed Financial, LLC
INCREASED
Shares4,370 from 4,312
Change+58 (+1%)
Value$678.2K (-$3.2K)
Filed 2026-10-30
Caldwell Trust Co
DECREASED
Shares4,337 from 4,342
Change-5 (0%)
Value$673.1K (-$13.1K)
Filed 2026-10-30
CWA Asset Management Group, LLC
DECREASED
Shares4,320 from 4,344
Change-24 (-1%)
Value$670.5K (-$16.0K)
Filed 2026-10-19
BCM Advisors, LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$707.3K (+$6.5K)
Filed 2026-11-03
Ipsen Advisor Group LLC
INCREASED
Shares4,317 from 4,259
Change+58 (+1%)
Value$669.9K (-$3.2K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
DECREASED
Shares4,279 from 4,457
Change-178 (-4%)
Value$664.1K (-$40.2K)
Filed 2026-10-22
NTV Asset Management LLC
DECREASED
Shares4,257 from 4,557
Change-300 (-7%)
Value$660.7K (-$59.5K)
Filed 2026-10-23
SWS Partners
DECREASED
Shares4,251 from 4,280
Change-29 (-1%)
Value$659.7K (-$16.6K)
Filed 2026-10-26
Scott & Selber, Inc.
INCREASED
Shares4,247 from 4,245
Change+2 (+0%)
Value$659.1K (-$11.7K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares4,219 from 4,210
Change+9 (+0%)
Value$654.8K (-$10.5K)
Filed 2026-10-14
One Way Holdings LLC
INCREASED
Shares4,208 from 3,659
Change+549 (+15%)
Value$653.1K (+$74.9K)
Filed 2026-10-29
Ledyard National Bank
DECREASED
Shares4,162 from 4,249
Change-87 (-2%)
Value$645.9K (-$25.5K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
INCREASED
Shares4,132 from 4,032
Change+100 (+2%)
Value$641.3K (+$4.1K)
Filed 2026-10-14
BCS Wealth Management
INCREASED
Shares4,127 from 4,073
Change+54 (+1%)
Value$640.5K (-$3.2K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$637.9K (-$11.6K)
Filed 2026-10-16
Mitchell Sinkler & Starr
UNCHANGED
Shares4,095 from 4,095
Change0 (0%)
Value$635.5K (-$11.6K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,089 from 3,461
Change+628 (+18%)
Value$634.7K (+$87.7K)
Filed 2026-10-30
Keystone Global Partners, LLC
INCREASED
Shares4,086 from 3,813
Change+273 (+7%)
Value$634.1K (+$31.6K)
Filed 2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares4,078 from 4,068
Change+10 (+0%)
Value$632.9K (-$10.0K)
Filed 2026-11-03
Sound Portfolio Advisors, LLC
DECREASED
Shares4,055 from 4,380
Change-325 (-7%)
Value$629.3K (-$62.8K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
DECREASED
Shares4,016 from 4,037
Change-21 (-1%)
Value$623.2K (-$14.7K)
Filed 2026-10-15
Next Level Private LLC
INCREASED
Shares4,008 from 3,996
Change+12 (+0%)
Value$622.1K (-$9.4K)
Filed 2026-10-20
Northeast Investment Management
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$621.5K (-$11.3K)
Filed 2026-10-30
Summa Corp.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$620.8K (-$11.3K)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares3,980
Change+3,980
Value$617.9K
Filed 2026-11-03
Emergent Wealth Advisors, LLC
INCREASED
Shares3,976 from 3,957
Change+19 (+0%)
Value$617.0K (-$8.4K)
Filed 2026-10-09
Ti-Trust, Inc
DECREASED
Shares3,974 from 4,084
Change-110 (-3%)
Value$616.8K (-$28.6K)
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares3,929 from 3,860
Change+69 (+2%)
Value$609.8K (-$11.9K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
NEW
Shares3,926
Change+3,926
Value$609.3K
Filed 2026-10-13
LEE Danner & Bass Inc
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$606.2K (-$11.1K)
Filed 2026-10-27
Covenant Asset Management, LLC
DECREASED
Shares3,886 from 3,896
Change-10 (0%)
Value$603.1K (-$12.6K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,874 from 4,109
Change-235 (-6%)
Value$601.2K (-$48.1K)
Filed 2026-10-27
Wealthstar Advisors, LLC
INCREASED
Shares3,852 from 3,848
Change+4 (+0%)
Value$597.9K (-$10.3K)
Filed 2026-10-19
Brown Financial Advisory
DECREASED
Shares3,842 from 5,074
Change-1,232 (-24%)
Value$596.3K (-$205.6K)
Filed 2026-11-05
Wealth Effects LLC
DECREASED
Shares3,841 from 3,846
Change-5 (0%)
Value$596.1K (-$11.8K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares3,839 from 3,665
Change+174 (+5%)
Value$595.8K (+$16.6K)
Filed 2026-10-08
Norden Group LLC
INCREASED
Shares3,834 from 3,729
Change+105 (+3%)
Value$595.0K (+$5.7K)
Filed 2026-10-20
True Wealth Design, LLC
NEW
Shares3,829
Change+3,829
Value$594.3K
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares3,829 from 3,596
Change+233 (+6%)
Value$594.2K (+$26.0K)
Filed 2026-10-27
Appleton Partners Inc
INCREASED
Shares3,825 from 1,673
Change+2,152 (+129%)
Value$594 (-$263.4K)
Filed 2026-10-30
Waterfront Wealth Inc.
INCREASED
Shares3,806 from 3,289
Change+517 (+16%)
Value$612.9K (+$83.2K)
Filed 2026-11-03
S.A. Mason LLC
DECREASED
Shares3,803 from 3,938
Change-135 (-3%)
Value$590.2K (-$32.1K)
Filed 2026-10-13
Aspen Wealth Management LLC
INCREASED
Shares3,789 from 3,785
Change+4 (+0%)
Value$588.1K (-$10.0K)
Filed 2026-10-14
Barry Investment Advisors, LLC
DECREASED
Shares3,783 from 3,785
Change-2 (0%)
Value$587.1K (-$11.1K)
Filed 2026-10-14
RCW Management, LLC
UNCHANGED
Shares3,780 from 3,780
Change0 (0%)
Value$586.7K (-$10.7K)
Filed 2026-10-30
Calder Financial LLC
INCREASED
Shares3,775 from 3,476
Change+299 (+9%)
Value$585.8K (+$36.5K)
Filed 2026-10-13
Integris Wealth Management, LLC
UNCHANGED
Shares3,763 from 3,763
Change0 (0%)
Value$584.0K (-$10.6K)
Filed 2026-10-14
Semus Wealth Partners LLC
INCREASED
Shares3,756 from 3,741
Change+15 (+0%)
Value$582.9K (-$8.3K)
Filed 2026-10-22
Tower View Wealth Management LLC
DECREASED
Shares3,751 from 3,946
Change-195 (-5%)
Value$582.2K (-$41.3K)
Filed 2026-10-23
Verum Partners LLC
DECREASED
Shares3,741 from 4,271
Change-530 (-12%)
Value$580.6K (-$94.4K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
UNCHANGED
Shares3,732 from 3,732
Change0 (0%)
Value$590.6K (+$737)
Filed 2026-10-27
Legacy Financial Strategies, LLC
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$578.9K (-$10.6K)
Filed 2026-10-15
Encompass Wealth Advisors, LLC
NEW
Shares3,720
Change+3,720
Value$577.3K
Filed 2026-10-15
Heritage Family Offices, LLP
UNCHANGED
Shares3,708 from 3,708
Change0 (0%)
Value$575.5K (-$10.5K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares3,658 from 2,020
Change+1,638 (+81%)
Value$567.7K (+$248.5K)
Filed 2026-10-27
KG Capital Management
DECREASED
Shares3,644 from 3,777
Change-133 (-4%)
Value$565.6K (-$31.3K)
Filed 2026-10-15
Great Lakes Retirement, Inc.
INCREASED
Shares3,636 from 3,269
Change+367 (+11%)
Value$564.3K (+$47.7K)
Filed 2026-10-26
Invested Advisors
INCREASED
Shares3,617 from 3,589
Change+28 (+1%)
Value$561.3K (-$6.0K)
Filed 2026-10-23
Mission Financial Group, LLC
INCREASED
Shares3,612 from 3,535
Change+77 (+2%)
Value$560.6K (+$1.9K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares3,610 from 3,559
Change+51 (+1%)
Value$560.3K (-$2.2K)
Filed 2026-10-29
Root Financial Partners, LLC
DECREASED
Shares3,604 from 11,776
Change-8,172 (-69%)
Value$559.3K (-$1.3M)
Filed 2026-10-21
Blue Fin Capital, Inc.
UNCHANGED
Shares3,593 from 3,593
Change0 (0%)
Value$557.6K (-$10.2K)
Filed 2026-10-28
Harfst & Associates, Inc.
DECREASED
Shares3,587 from 3,612
Change-25 (-1%)
Value$556.7K (-$14.2K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,585 from 3,584
Change+1 (+0%)
Value$556.5K (-$10.0K)
Filed 2026-10-16
KOM Wealth Management Group, LLC
INCREASED
Shares3,584 from 3,413
Change+171 (+5%)
Value$556.3K (+$16.9K)
Filed 2026-10-15
Essential Partners LLC
INCREASED
Shares3,567 from 3,559
Change+8 (+0%)
Value$553.5K (-$8.9K)
Filed 2026-10-14
Manuka Financial, LLC
INCREASED
Shares3,552 from 3,550
Change+2 (+0%)
Value$551.2K (-$9.8K)
Filed 2026-10-16
HRC Wealth Management, LLC
INCREASED
Shares3,541 from 3,368
Change+173 (+5%)
Value$549.5K (+$17.3K)
Filed 2026-10-16
Shepherd Financial Partners LLC
NEW
Shares3,534
Change+3,534
Value$548.5K
Filed 2026-11-03
Garde Capital, Inc.
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$548.2K (-$10.0K)
Filed 2026-10-29
Orba Wealth Advisors, L.L.C.
INCREASED
Shares3,529 from 3,500
Change+29 (+1%)
Value$547.7K (-$5.4K)
Filed 2026-10-23
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares3,517 from 3,501
Change+16 (+0%)
Value$553.7K (-$7.0K)
Filed 2026-10-19
Sterling Investment Counsel, LLC
DECREASED
Shares3,515 from 3,941
Change-426 (-11%)
Value$545.6K (-$77.2K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
INCREASED
Shares3,509 from 3,313
Change+196 (+6%)
Value$544.6K (+$21.0K)
Filed 2026-10-13
Community Trust & Investment Co
DECREASED
Shares3,491 from 3,905
Change-414 (-11%)
Value$541.8K (-$75.3K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED
Shares3,477 from 3,458
Change+19 (+1%)
Value$539.7K (-$6.8K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares3,469 from 4,107
Change-638 (-16%)
Value$538.4K (-$110.6K)
Filed 2026-10-05
Montag A & Associates Inc
INCREASED
Shares3,460 from 3,455
Change+5 (+0%)
Value$537.0K (-$9.0K)
Filed 2026-10-29
Trust Co of Toledo NA
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$536.2K (-$9.8K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares3,435 from 3,435
Change0 (0%)
Value$533.1K (-$9.7K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED
Shares3,434 from 3,453
Change-19 (-1%)
Value$533.0K (-$12.7K)
Filed 2026-10-13
Tanager Wealth Management LLP
INCREASED
Shares3,406 from 2,884
Change+522 (+18%)
Value$528.6K (+$72.9K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
INCREASED
Shares3,406 from 3,386
Change+20 (+1%)
Value$528.6K (-$6.5K)
Filed 2026-10-26
Willner & Heller, LLC
INCREASED
Shares3,404 from 3,388
Change+16 (+0%)
Value$528.3K (-$7.2K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares3,381 from 3,381
Change0 (0%)
Value$525 (-$533.5K)
Filed 2026-10-16
AlphaCentric Advisors LLC
INCREASED
Shares3,380 from 3,106
Change+274 (+9%)
Value$524.6K (+$33.7K)
Filed 2026-11-03
Mullooly Asset Management, Inc.
INCREASED
Shares3,336 from 3,318
Change+18 (+1%)
Value$517.8K (-$6.5K)
Filed 2026-10-30
Noble Family Wealth, LLC
UNCHANGED
Shares3,309 from 3,309
Change0 (0%)
Value$513.6K (-$9.4K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares3,299 from 2,779
Change+520 (+19%)
Value$512.0K (+$72.9K)
Filed 2026-10-16
Weitzel Financial Services, Inc.
DECREASED
Shares3,259 from 3,301
Change-42 (-1%)
Value$509.3K (-$14.8K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$505.5K (-$9.2K)
Filed 2026-10-07
Trellis Wealth Advisors LLC
INCREASED
Shares3,256 from 3,238
Change+18 (+1%)
Value$505.3K (-$6.4K)
Filed 2026-10-19
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$505.3K (-$9.2K)
Filed 2026-10-14
Snider Financial Group
DECREASED
Shares3,253 from 3,636
Change-383 (-11%)
Value$504.9K (-$69.7K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,224 from 334
Change+2,890 (+865%)
Value$500.4K (+$447.6K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares3,209 from 3,277
Change-68 (-2%)
Value$498.0K (-$19.8K)
Filed 2026-10-28
Strategic Advocates LLC
INCREASED
Shares3,167 from 3,125
Change+42 (+1%)
Value$491.5K (-$2.3K)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED
Shares3,165 from 3,465
Change-300 (-9%)
Value$491.2K (-$56.4K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares3,156 from 3,154
Change+2 (+0%)
Value$489.8K (-$8.7K)
Filed 2026-10-15
Barrett & Company, Inc.
INCREASED
Shares3,155 from 3,075
Change+80 (+3%)
Value$489.7K (+$3.7K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
NEW
Shares3,153
Change+3,153
Value$489.3K
Filed 2026-10-09
Vannoy Advisory Group, Inc.
UNCHANGED
Shares3,101 from 3,101
Change0 (0%)
Value$481.3K (-$8.8K)
Filed 2026-10-13
Curbstone Financial Management Corp
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$481.1K (-$8.8K)
Filed 2026-10-21
Dahring | Cusmano LLC
DECREASED
Shares3,076 from 3,131
Change-55 (-2%)
Value$477.4K (-$17.4K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares3,074 from 3,221
Change-147 (-5%)
Value$477.1K (-$31.9K)
Filed 2026-10-23
Eagle Bay Advisors LLC
DECREASED
Shares3,064 from 3,174
Change-110 (-3%)
Value$475.5K (-$26.1K)
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares3,062 from 3,257
Change-195 (-6%)
Value$475.2K (-$39.5K)
Filed 2026-10-19
MMA Asset Management LLC
NEW
Shares3,038
Change+3,038
Value$471.5K
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares3,017 from 3,049
Change-32 (-1%)
Value$468.2K (-$13.6K)
Filed 2026-11-02
Mystic Asset Management, Inc.
INCREASED
Shares3,016 from 2,981
Change+35 (+1%)
Value$468.1K (-$3.0K)
Filed 2026-10-15
AUA Capital Management, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$468.2K (-$8.5K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
INCREASED
Shares2,984 from 2,203
Change+781 (+35%)
Value$463.2K (+$115.0K)
Filed 2026-10-21
Old Second National Bank of Aurora
UNCHANGED
Shares2,978 from 2,978
Change0 (0%)
Value$462.2K (-$8.4K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
DECREASED
Shares2,967 from 3,157
Change-190 (-6%)
Value$460.4K (-$38.4K)
Filed 2026-10-16
Syverson Strege & Co
DECREASED
Shares2,962 from 3,114
Change-152 (-5%)
Value$459.7K (-$32.4K)
Filed 2026-11-02
Asset Advisory Group, Inc.
INCREASED
Shares2,949 from 2,942
Change+7 (+0%)
Value$457.6K (-$7.3K)
Filed 2026-10-20
Wavvest Wealth LLC
NEW
Shares2,947
Change+2,947
Value$457.4K
Filed 2026-10-21
Cathy Pareto & Associates, Inc
DECREASED
Shares2,944 from 3,129
Change-185 (-6%)
Value$457.0K (-$37.5K)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares2,940 from 3,108
Change-168 (-5%)
Value$456.3K (-$34.9K)
Filed 2026-10-15
Gradient Investments LLC
INCREASED
Shares2,937 from 1,622
Change+1,315 (+81%)
Value$455.8K (+$199.5K)
Filed 2026-10-08
Shulman DeMeo Asset Management LLC
DECREASED
Shares2,928 from 2,929
Change-1 (0%)
Value$459.8K (-$3.2K)
Filed 2026-10-09
United Financial Planning Group LLC
DECREASED
Shares2,909 from 2,983
Change-74 (-2%)
Value$451.5K (-$19.9K)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$451.4K (-$8.2K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED
Shares2,892 from 2,892
Change0 (0%)
Value$458.0K (-$3.2K)
Filed 2026-10-19
Wealth Preservation Advisors, LLC
UNCHANGED
Shares2,888 from 2,888
Change0 (0%)
Value$448.2K (-$8.2K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares2,882 from 2,875
Change+7 (+0%)
Value$447.3K (-$7.1K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares2,870 from 2,547
Change+323 (+13%)
Value$445.5K (+$43.0K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares2,853 from 2,101
Change+752 (+36%)
Value$442.8K (+$110.8K)
Filed 2026-11-05
RHS Financial, LLC
DECREASED
Shares2,848 from 6,210
Change-3,362 (-54%)
Value$442.0K (-$539.3K)
Filed 2026-10-13
PTM Wealth Management, LLC
INCREASED
Shares2,827 from 2,819
Change+8 (+0%)
Value$447.7K (-$9.6K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares2,801 from 1,967
Change+834 (+42%)
Value$434.7K (+$123.9K)
Filed 2026-10-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,799 from 2,797
Change+2 (+0%)
Value$446.3K (-$1.7K)
Filed 2026-10-21
Bokf, NA
INCREASED
Shares2,792 from 1,883
Change+909 (+48%)
Value$433.3K (+$135.7K)
Filed 2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$446.3K (+$6.2K)
Filed 2026-10-22
Chemistry Wealth Management LLC
DECREASED
Shares2,784 from 2,999
Change-215 (-7%)
Value$432.1K (-$41.9K)
Filed 2026-10-16
Castleview Partners, LLC
DECREASED
Shares2,782 from 5,613
Change-2,831 (-50%)
Value$431.9K (-$455.2K)
Filed 2026-10-09
Selective Wealth Management, Inc.
INCREASED
Shares2,751 from 2,682
Change+69 (+3%)
Value$440.2K (+$10.5K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$425.6K (-$7.8K)
Filed 2026-10-19
Ethic Inc.
NEW
Shares2,733
Change+2,733
Value$424.2K
Filed 2026-11-03
Team Financial Group, LLC
DECREASED
Shares2,732 from 2,799
Change-67 (-2%)
Value$424.0K (-$18.3K)
Filed 2026-10-30
Main Line Retirement Advisors, LLC
INCREASED
Shares2,731 from 1,615
Change+1,116 (+69%)
Value$423.8K (+$168.5K)
Filed 2026-10-14
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$422.1K (-$7.7K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
DECREASED
Shares2,715 from 2,780
Change-65 (-2%)
Value$421.4K (-$17.9K)
Filed 2026-10-16
Sage Capital Management, LLC
INCREASED
Shares2,710 from 2,696
Change+14 (+1%)
Value$420.8K (-$5.4K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares2,693 from 2,693
Change0 (0%)
Value$418.0K (-$7.6K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
DECREASED
Shares2,685 from 2,696
Change-11 (0%)
Value$416.8K (-$9.3K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares2,682 from 2,158
Change+524 (+24%)
Value$416.2K (+$75.3K)
Filed 2026-10-22
First Interstate Bank
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$416.2K (-$7.6K)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares2,679 from 2,672
Change+7 (+0%)
Value$415.7K (-$6.6K)
Filed 2026-10-08
Bath Savings Trust Co
INCREASED
Shares2,650 from 2,231
Change+419 (+19%)
Value$411.3K (+$58.7K)
Filed 2026-10-07
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$411.3K (-$7.5K)
Filed 2026-10-27
Zullo Investment Group, Inc.
INCREASED
Shares2,645 from 2,175
Change+470 (+22%)
Value$410.5K (+$66.8K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
DECREASED
Shares2,644 from 3,113
Change-469 (-15%)
Value$410.3K (-$81.6K)
Filed 2026-10-19
RMR Capital Management, LLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$410.2K (-$7.5K)
Filed 2026-10-23
MilWealth Group LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$408.7K (-$7.5K)
Filed 2026-11-02
Kagan Cocozza Asset Management
DECREASED
Shares2,630 from 2,826
Change-196 (-7%)
Value$408.2K (-$38.4K)
Filed 2026-10-19
Rakuten Securities, Inc.
INCREASED
Shares2,606 from 2,107
Change+499 (+24%)
Value$404.5K (+$71.5K)
Filed 2026-11-02
Breachway Investments LLC
DECREASED
Shares2,601 from 2,717
Change-116 (-4%)
Value$403.7K (-$25.7K)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares2,600 from 2,447
Change+153 (+6%)
Value$403.5K (+$16.8K)
Filed 2026-10-15
L.K. Benson & Company, P.C.
INCREASED
Shares2,594 from 2,592
Change+2 (+0%)
Value$402.6K (-$7.0K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
NEW
Shares2,577
Change+2,577
Value$400.0K
Filed 2026-11-02
Tenon Financial LLC
DECREASED
Shares2,569 from 6,356
Change-3,787 (-60%)
Value$398.7K (-$605.7K)
Filed 2026-10-14
CIBC Asset Management Inc
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$396.5K (-$7.2K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$396.6K (-$7.2K)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares2,551 from 2,465
Change+86 (+3%)
Value$395.9K (+$6.4K)
Filed 2026-10-19
Semitam Bonam LLC
DECREASED
Shares2,547 from 2,797
Change-250 (-9%)
Value$395.3K (-$46.7K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
DECREASED
Shares2,547 from 2,635
Change-88 (-3%)
Value$395.3K (-$21.1K)
Filed 2026-10-28
Index Fund Advisors, Inc.
INCREASED
Shares2,537 from 2,525
Change+12 (+0%)
Value$393.7K (-$5.3K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
INCREASED
Shares2,533 from 2,510
Change+23 (+1%)
Value$393.1K (-$3.5K)
Filed 2026-10-19
FAI Advisors, Inc.
DECREASED
Shares2,528 from 2,615
Change-87 (-3%)
Value$392.3K (-$20.9K)
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares2,528 from 2,517
Change+11 (+0%)
Value$392.3K (-$5.5K)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares2,512 from 1,572
Change+940 (+60%)
Value$389.9K (+$141.4K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares2,494 from 2,516
Change-22 (-1%)
Value$387.1K (-$10.5K)
Filed 2026-10-21
Firestone Capital Management
INCREASED
Shares2,486 from 2,475
Change+11 (+0%)
Value$385.9K (-$5.3K)
Filed 2026-11-03
Third View Private Wealth, LLC
DECREASED
Shares2,480 from 2,481
Change-1 (0%)
Value$384.9K (-$7.2K)
Filed 2026-10-30
Olistico Wealth, LLC
DECREASED
Shares2,463 from 365,939
Change-363,476 (-99%)
Value$382.3K (+$616)
Filed 2026-10-05
Rodgers & Associates, LTD
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$382.1K (-$7.0K)
Filed 2026-10-20
Mezzasalma Advisors, LLC
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$380.7K (-$6.9K)
Filed 2026-10-14
Insight Wealth Strategies, LLC
DECREASED
Shares2,450 from 2,601
Change-151 (-6%)
Value$380.2K (-$31.4K)
Filed 2026-10-09
Kraft, Davis & Associates, LLC
INCREASED
Shares2,448 from 2,442
Change+6 (+0%)
Value$390.9K (+$146)
Filed 2026-10-21
Global Financial Private Client, LLC
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$378.4K (-$6.9K)
Filed 2026-10-15
NBT Bank, N.A.
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$377.4K (-$6.9K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares2,421 from 2,935
Change-514 (-18%)
Value$375.7K (-$88.1K)
Filed 2026-10-22
Park Edge Advisors, LLC
DECREASED
Shares2,420 from 2,485
Change-65 (-3%)
Value$375.6K (-$17.1K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares2,415 from 2,469
Change-54 (-2%)
Value$374.9K (-$15.4K)
Filed 2026-11-02
Cooper S Advisors, LLC
INCREASED
Shares2,401 from 2,392
Change+9 (+0%)
Value$372.6K (-$5.4K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
DECREASED
Shares2,385 from 13,464
Change-11,079 (-82%)
Value$370.2K (-$1.8M)
Filed 2026-10-26
Aviance Capital Partners, LLC
UNCHANGED
Shares2,377 from 2,377
Change0 (0%)
Value$368.9K (-$6.7K)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
INCREASED
Shares2,372 from 2,091
Change+281 (+13%)
Value$368.1K (+$37.7K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
DECREASED
Shares2,365 from 3,519
Change-1,154 (-33%)
Value$367.0K (-$189.2K)
Filed 2026-10-27
Optima Capital LLC
DECREASED
Shares2,364 from 2,575
Change-211 (-8%)
Value$366.9K (-$40.0K)
Filed 2026-10-29
Patten & Patten Inc
INCREASED
Shares2,363 from 2,360
Change+3 (+0%)
Value$366.7K (-$6.2K)
Filed 2026-10-26
J2 Capital Management Inc
UNCHANGED
Shares2,348 from 2,348
Change0 (0%)
Value$364.4K (-$6.6K)
Filed 2026-10-19
Strategic Wealth Investment Group, LLC
INCREASED
Shares2,341 from 2,338
Change+3 (+0%)
Value$363.4K (-$6.1K)
Filed 2026-10-29
Wealth Architects, LLC
INCREASED
Shares2,339 from 2,338
Change+1 (+0%)
Value$363.0K (-$6.5K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares2,333 from 2,269
Change+64 (+3%)
Value$362.1K (+$3.6K)
Filed 2026-10-07
Alpine Bank Wealth Management
DECREASED
Shares2,332 from 2,484
Change-152 (-6%)
Value$361.9K (-$30.6K)
Filed 2026-10-16
Atwood & Palmer Inc
DECREASED
Shares2,330 from 2,341
Change-11 (0%)
Value$361.7K (-$8.3K)
Filed 2026-10-08
Rezny Wealth Management, Inc.
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$361.6K (-$6.6K)
Filed 2026-10-15
Godsey & Gibb, Inc
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$358.5K (-$6.5K)
Filed 2026-10-14
Waterway Wealth Management, LLC
DECREASED
Shares2,300 from 2,600
Change-300 (-12%)
Value$357.0K (-$53.9K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
DECREASED
Shares2,297 from 2,307
Change-10 (0%)
Value$356.4K (-$8.2K)
Filed 2026-10-22
Key Capital Management, Inc
INCREASED
Shares2,294 from 59
Change+2,235 (+3788%)
Value$356.0K (+$346.7K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
INCREASED
Shares2,287 from 2,082
Change+205 (+10%)
Value$354.9K (+$25.9K)
Filed 2026-10-28
Journey Advisory Group, LLC
DECREASED
Shares2,286 from 2,298
Change-12 (-1%)
Value$354.8K (-$8.4K)
Filed 2026-11-04
Center for Financial Planning, Inc.
INCREASED
Shares2,265 from 1,975
Change+290 (+15%)
Value$351.5K (+$39.4K)
Filed 2026-10-26
Northwest Wealth Advisors, LLC
DECREASED
Shares2,262 from 2,440
Change-178 (-7%)
Value$351.1K (-$34.5K)
Filed 2026-11-02
Princeton Global Asset Management LLC
INCREASED
Shares2,257 from 2,213
Change+44 (+2%)
Value$350.2K (+$456)
Filed 2026-10-21
Capital Asset Advisory Services LLC
DECREASED
Shares2,256 from 2,721
Change-465 (-17%)
Value$366.9K (-$63.2K)
Filed 2026-10-30
Cascade Investment Advisors, Inc.
INCREASED
Shares2,250 from 2,050
Change+200 (+10%)
Value$349.2K (+$25.2K)
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares2,250 from 2,442
Change-192 (-8%)
Value$349.2K (-$36.7K)
Filed 2026-10-06
Rose Capital Advisors LLC
NEW
Shares2,248
Change+2,248
Value$348.9K
Filed 2026-11-04
Cambridge Advisors Inc.
UNCHANGED
Shares2,241 from 2,241
Change0 (0%)
Value$347.8K (-$6.3K)
Filed 2026-10-19
USAdvisors Wealth Management, LLC
INCREASED
Shares2,240 from 2,228
Change+12 (+1%)
Value$347 (-$351.7K)
Filed 2026-10-21
Daiwa Securities Group Inc.
DECREASED
Shares2,237 from 2,602
Change-365 (-14%)
Value$347.2K (-$64.0K)
Filed 2026-10-29
Advus Financial Partners, LLC
INCREASED
Shares2,237 from 2,227
Change+10 (+0%)
Value$347.3K (-$4.6K)
Filed 2026-10-20
VestGen Advisors, LLC
NEW
Shares2,222
Change+2,222
Value$344.8K
Filed 2026-10-27
LMG Wealth Partners, LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$344.5K (-$6.3K)
Filed 2026-11-05
Steinberganna Wealth Management
DECREASED
Shares2,215 from 2,266
Change-51 (-2%)
Value$343.8K (-$14.3K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
INCREASED
Shares2,209 from 2,022
Change+187 (+9%)
Value$342.9K (+$23.4K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares2,206 from 2,238
Change-32 (-1%)
Value$342.4K (-$11.2K)
Filed 2026-11-05
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$341.9K (-$6.2K)
Filed 2026-10-09
BAM Wealth Management, LLC
INCREASED
Shares2,193 from 2,022
Change+171 (+8%)
Value$340.4K (+$20.8K)
Filed 2026-10-15
Diversified Enterprises, LLC
DECREASED
Shares2,186 from 2,190
Change-4 (0%)
Value$339.3K (-$6.8K)
Filed 2026-10-19
Kroeger Financial Partners
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$338.3K (-$6.2K)
Filed 2026-10-19
Jeter Robert S II
NEW
Shares2,179
Change+2,179
Value$346.7K
Filed 2026-10-16
Ballast Financial Advisors LLC
INCREASED
Shares2,172 from 2,170
Change+2 (+0%)
Value$337.1K (-$5.9K)
Filed 2026-10-26
Chemung Canal Trust Co
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$337.1K (-$6.1K)
Filed 2026-11-04
Gray Private Wealth, LLC
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$337.0K (-$6.1K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares2,170 from 3,708
Change-1,538 (-41%)
Value$575.5K (-$10.5K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
DECREASED
Shares2,164 from 2,177
Change-13 (-1%)
Value$335.8K (-$8.1K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$336.0K (-$6.0K)
Filed 2026-10-08
Affiance Financial, LLC
INCREASED
Shares2,161 from 2,151
Change+10 (+0%)
Value$335.4K (-$4.6K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares2,150
Change+2,150
Value$352
Filed 2026-11-03
Clarity Wealth Advisors, LLC
DECREASED
Shares2,142 from 2,826
Change-684 (-24%)
Value$332.4K (-$114.2K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$331.2K (-$6.0K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$330.6K (-$6.0K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares2,123 from 1,856
Change+267 (+14%)
Value$329.5K (+$36.2K)
Filed 2026-10-29
RIA Advisory Group LLC
INCREASED
Shares2,118 from 2,116
Change+2 (+0%)
Value$328.7K (-$5.7K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares2,118 from 2,116
Change+2 (+0%)
Value$328.7K (-$5.7K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares2,113 from 2,107
Change+6 (+0%)
Value$327.9K (-$5.1K)
Filed 2026-10-02
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$327.9K (-$6.0K)
Filed 2026-10-28
Innovative Wealth Building LLC
DECREASED
Shares2,108 from 3,795
Change-1,687 (-44%)
Value$327.1K (-$272.5K)
Filed 2026-10-14
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,107 from 2,107
Change0 (0%)
Value$327.0K (-$6.0K)
Filed 2026-10-23
Define Financial, LLC
NEW
Shares2,099
Change+2,099
Value$325.8K
Filed 2026-10-14
Willow Creek Wealth Management Inc.
INCREASED
Shares2,097 from 1,975
Change+122 (+6%)
Value$325.6K (+$13.4K)
Filed 2026-10-26
Carroll Advisory Group, LLC
DECREASED
Shares2,093 from 2,746
Change-653 (-24%)
Value$324.8K (-$109.1K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED
Shares2,093 from 2,093
Change0 (0%)
Value$324.9K (-$5.8K)
Filed 2026-10-14
Midwest Financial Group LLC
INCREASED
Shares2,090 from 2,083
Change+7 (+0%)
Value$324.3K (-$4.9K)
Filed 2026-10-15
Lake Street Private Wealth, LLC
INCREASED
Shares2,080 from 2,077
Change+3 (+0%)
Value$322.9K (-$5.5K)
Filed 2026-10-22
Hudock, Inc.
DECREASED
Shares2,074 from 2,085
Change-11 (-1%)
Value$321.9K (-$7.7K)
Filed 2026-10-14
Essential Investment Partners LLC
INCREASED
Shares2,060 from 120
Change+1,940 (+1617%)
Value$319.7K (+$300.7K)
Filed 2026-10-27
Avalon Capital Management
INCREASED
Shares2,050 from 2,038
Change+12 (+1%)
Value$318.1K (-$4.0K)
Filed 2026-11-04
True Private Wealth Advisors
DECREASED
Shares2,045 from 2,520
Change-475 (-19%)
Value$317.5K (-$80.8K)
Filed 2026-10-19
Twelve Points Wealth Management LLC
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$332.9K (+$11.6K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares2,014 from 2,001
Change+13 (+1%)
Value$312.6K (-$3.6K)
Filed 2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$310.7K (-$5.7K)
Filed 2026-10-13
Home Federal Bank of Tennessee
DECREASED
Shares1,988 from 2,087
Change-99 (-5%)
Value$308.5K (-$21.3K)
Filed 2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,982 from 1,579
Change+403 (+26%)
Value$307.6K (+$58.1K)
Filed 2026-10-28
TSA Wealth Managment LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$307.3K (-$5.6K)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares1,975 from 1,966
Change+9 (+0%)
Value$306.5K (-$4.2K)
Filed 2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED
Shares1,972 from 1,925
Change+47 (+2%)
Value$306.1K (+$1.8K)
Filed 2026-10-20
Bauman Advisory Group, LLC
INCREASED
Shares1,965 from 1,729
Change+236 (+14%)
Value$305.0K (+$31.7K)
Filed 2026-10-29
Tucker Asset Management LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$303.0K (-$5.5K)
Filed 2026-10-29
Crusonia Wealth Advisors LLC
DECREASED
Shares1,944 from 2,164
Change-220 (-10%)
Value$301.7K (-$40.3K)
Filed 2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED
Shares1,935 from 5,468
Change-3,533 (-65%)
Value$300.4K (-$563.8K)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares1,919 from 1,909
Change+10 (+1%)
Value$297.9K (-$3.8K)
Filed 2026-10-16
Paragon Private Wealth Management, LLC
DECREASED
Shares1,914 from 1,941
Change-27 (-1%)
Value$297.0K (-$9.7K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$297.1K (-$5.4K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares1,910 from 1,881
Change+29 (+2%)
Value$296.4K (-$814)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
DECREASED
Shares1,910 from 1,911
Change-1 (0%)
Value$296.4K (-$5.6K)
Filed 2026-10-27
Calamos Wealth Management LLC
DECREASED
Shares1,908 from 2,903
Change-995 (-34%)
Value$296.1K (-$162.6K)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$296.1K (-$5.4K)
Filed 2026-10-27
Aurora Private Wealth, Inc.
INCREASED
Shares1,903 from 1,892
Change+11 (+1%)
Value$295 (-$298.7K)
Filed 2026-10-20
Hopwood Financial Services, Inc.
DECREASED
Shares1,894 from 1,954
Change-60 (-3%)
Value$293.9K (-$14.8K)
Filed 2026-10-29
MY Wealth Management Inc.
DECREASED
Shares1,888 from 1,996
Change-108 (-5%)
Value$293.0K (-$22.4K)
Filed 2026-10-21
Perennial Advisors, LLC
UNCHANGED
Shares1,881 from 1,881
Change0 (0%)
Value$291.9K (-$5.3K)
Filed 2026-10-13
Sentinel Pension Advisors, LLC
DECREASED
Shares1,876 from 1,893
Change-17 (-1%)
Value$291.2K (-$12.0K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$290.8K (-$5.3K)
Filed 2026-10-16
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$290.8K (-$5.3K)
Filed 2026-10-14
CWS Financial Advisors, LLC
INCREASED
Shares1,870 from 1,863
Change+7 (+0%)
Value$290.3K (-$4.1K)
Filed 2026-10-16
New England Professional Planning Group Inc.
UNCHANGED
Shares1,869 from 1,869
Change0 (0%)
Value$290.1K (-$5.3K)
Filed 2026-10-29
Weil Company, Inc.
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$289.6K (-$5.3K)
Filed 2026-10-14
Realta Investment Advisors
INCREASED
Shares1,859 from 1,815
Change+44 (+2%)
Value$288.5K (+$1.6K)
Filed 2026-10-14
Revisor Wealth Management LLC
DECREASED
Shares1,851 from 1,985
Change-134 (-7%)
Value$296.6K (-$17.0K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,847 from 1,847
Change0 (0%)
Value$286.7K (-$5.2K)
Filed 2026-11-05
Santori & Peters, Inc.
NEW
Shares1,843
Change+1,843
Value$286.1K
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$285.6K (-$5.2K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$284.8K (-$5.2K)
Filed 2026-10-15
Founders Capital Management
INCREASED
Shares1,826 from 1,817
Change+9 (+1%)
Value$283.3K (-$3.9K)
Filed 2026-10-13
Capital Management Associates, Inc
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$283.2K (-$5.2K)
Filed 2026-10-20
KFG Wealth Management, LLC
INCREASED
Shares1,818 from 1,801
Change+17 (+1%)
Value$282.2K (-$2.5K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares1,810 from 2,059
Change-249 (-12%)
Value$280.8K (-$44.6K)
Filed 2026-10-27
Hofer & Associates. Inc
DECREASED
Shares1,805 from 41,734
Change-39,929 (-96%)
Value$280.1K (-$6.3M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares1,805 from 1,798
Change+7 (+0%)
Value$280.1K (-$4.0K)
Filed 2026-10-14
Benchmark Financial, LLC
NEW
Shares1,792
Change+1,792
Value$278.1K
Filed 2026-10-16
Sage Financial Group Inc
DECREASED
Shares1,768 from 4,144
Change-2,376 (-57%)
Value$274.3K (-$380.5K)
Filed 2026-10-27
Philadelphia Trust Co
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$274 (-$278.7K)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
DECREASED
Shares1,750 from 1,762
Change-12 (-1%)
Value$271.6K (-$6.9K)
Filed 2026-10-13
MRA Advisory Group
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$271.3K (-$4.9K)
Filed 2026-10-07
Princeton Capital Management LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$268.5K (-$4.9K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
UNCHANGED
Shares1,729 from 1,729
Change0 (0%)
Value$268.4K (-$4.9K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
DECREASED
Shares1,728 from 1,780
Change-52 (-3%)
Value$268.2K (-$13.1K)
Filed 2026-10-23
Unified Investment Management
INCREASED
Shares1,717 from 1,716
Change+1 (+0%)
Value$266.5K (-$4.7K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
DECREASED
Shares1,715 from 2,659
Change-944 (-35%)
Value$274.8K (-$149.0K)
Filed 2026-10-19
Wespac Advisors, LLC
DECREASED
Shares1,708 from 4,222
Change-2,514 (-60%)
Value$265.2K (-$402.1K)
Filed 2026-10-26
Balance Wealth Partners LLC
DECREASED
Shares1,708 from 1,920
Change-212 (-11%)
Value$265.1K (-$38.3K)
Filed 2026-10-27
Opal Wealth Advisors, LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$265.1K (-$4.8K)
Filed 2026-10-16
Kestra Investment Management, LLC
INCREASED
Shares1,706 from 1,697
Change+9 (+1%)
Value$264.8K (-$3.4K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares1,690 from 1,947
Change-257 (-13%)
Value$262.3K (-$45.3K)
Filed 2026-10-15
626 Financial, LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$261.7K (-$4.8K)
Filed 2026-11-04
ZynergyRetirementPlanningLLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$261.5K (-$4.8K)
Filed 2026-10-08
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares1,683 from 1,683
Change0 (0%)
Value$261.3K (-$4.8K)
Filed 2026-10-19
Cornerstone Planning Group LLC
INCREASED
Shares1,681 from 1,674
Change+7 (+0%)
Value$266.9K (-$3.7K)
Filed 2026-10-16
Swmg, LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$272.4K (+$4.1K)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares1,670 from 1,678
Change-8 (0%)
Value$259.3K (-$6.0K)
Filed 2026-10-08
Peachtree Investment Partners, LLC
INCREASED
Shares1,669 from 1,663
Change+6 (+0%)
Value$259.0K (-$3.7K)
Filed 2026-11-05
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$258.1K (-$4.7K)
Filed 2026-10-20
Independent Wealth Advisors LLC
INCREASED
Shares1,662 from 1,658
Change+4 (+0%)
Value$258.0K (-$4.1K)
Filed 2026-10-27
Endeavor Private Wealth, Inc.
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$257.8K (-$4.7K)
Filed 2026-11-05
Well Done, LLC
INCREASED
Shares1,658 from 1,445
Change+213 (+15%)
Value$257.3K (+$29.0K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$257.3K (-$4.7K)
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,657 from 1,585
Change+72 (+5%)
Value$257.2K (+$6.7K)
Filed 2026-10-16
Commons Capital, LLC
INCREASED
Shares1,653 from 1,650
Change+3 (+0%)
Value$256.5K (-$4.3K)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares1,644 from 1,450
Change+194 (+13%)
Value$255.1K (+$26.0K)
Filed 2026-10-15
JSF Financial, LLC
DECREASED
Shares1,644 from 1,653
Change-9 (-1%)
Value$255.2K (-$6.1K)
Filed 2026-10-22
West Branch Capital LLC
DECREASED
Shares1,641 from 1,677
Change-36 (-2%)
Value$254.6K (-$10.4K)
Filed 2026-10-20
TruNorth Capital Management, LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$254.2K (-$4.6K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$252.8K (-$4.6K)
Filed 2026-10-22
Commerce Advisors, LLC
DECREASED
Shares1,620 from 1,916
Change-296 (-15%)
Value$251.5K (-$51.2K)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares1,616 from 1,703
Change-87 (-5%)
Value$250.8K (-$18.3K)
Filed 2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$250.6K (-$4.6K)
Filed 2026-10-13
Clarus Group, Inc.
INCREASED
Shares1,610 from 1,575
Change+35 (+2%)
Value$249.9K (+$975)
Filed 2026-10-21
Moller Wealth Partners
INCREASED
Shares1,609 from 1,602
Change+7 (+0%)
Value$249.7K (-$3.5K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,599 from 1,680
Change-81 (-5%)
Value$248.2K (-$17.3K)
Filed 2026-11-04
Sather Financial Group Inc
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$247.1K (-$4.5K)
Filed 2026-10-30
Accredited Investors Inc.
DECREASED
Shares1,589 from 2,059
Change-470 (-23%)
Value$246.6K (-$78.8K)
Filed 2026-11-03
Beau Ventures, LLc
NEW
Shares1,585
Change+1,585
Value$246.0K
Filed 2026-10-14
Mindset Wealth Management, LLC
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$244.7K (-$4.5K)
Filed 2026-10-19
S&A Financial Services, Inc.
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$242.9K (-$4.4K)
Filed 2026-11-03
Security National Bank
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$242.4K (-$4.4K)
Filed 2026-10-26
Stronghold Wealth Management L.L.C.
NEW
Shares1,559
Change+1,559
Value$242.0K
Filed 2026-10-16
Chapin Davis, Inc.
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$241.3K (-$4.4K)
Filed 2026-10-09
Detalus Advisors, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$239.2K (-$4.4K)
Filed 2026-10-15
Nadler Financial Group, Inc.
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$239.2K (-$4.4K)
Filed 2026-10-23
ETF Store, Inc.
INCREASED
Shares1,536 from 1,524
Change+12 (+1%)
Value$238.4K (-$2.4K)
Filed 2026-10-19
Challenger Wealth Management
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$238.2K (-$4.3K)
Filed 2026-10-30
Vericrest Private Wealth
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$237.9K (-$4.3K)
Filed 2026-10-21
Beacon Capital Management, LLC
DECREASED
Shares1,528 from 1,616
Change-88 (-5%)
Value$237.1K (-$18.2K)
Filed 2026-10-23
Richardson Financial Services Inc.
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$237.0K (-$4.3K)
Filed 2026-10-30
KW Wealth Management LLC
NEW
Shares1,526
Change+1,526
Value$236.8K
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares1,526 from 1,580
Change-54 (-3%)
Value$236.8K (-$12.9K)
Filed 2026-10-22
HMS Capital Management, LLC
NEW
Shares1,516
Change+1,516
Value$235.3K
Filed 2026-10-20
Peoples Bank
NEW
Shares1,514
Change+1,514
Value$235.0K
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares1,511 from 1,511
Change0 (0%)
Value$234.5K (-$4.3K)
Filed 2026-10-26
Level Wealth Management LLC
INCREASED
Shares1,506 from 1,480
Change+26 (+2%)
Value$233.8K (-$120)
Filed 2026-10-23
Madrona Financial Services, LLC
DECREASED
Shares1,504 from 1,822
Change-318 (-17%)
Value$233.5K (-$54.4K)
Filed 2026-10-23
Private Management Group Inc
INCREASED
Shares1,501 from 1,486
Change+15 (+1%)
Value$233.0K (-$1.9K)
Filed 2026-11-04
Monument Group Wealth Advisors, LLC
DECREASED
Shares1,500 from 1,535
Change-35 (-2%)
Value$232.8K (-$58.5K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$232.8K (-$4.2K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares1,499 from 1,490
Change+9 (+1%)
Value$238.6K (+$3.2K)
Filed 2026-11-04
Atlas Brown,Inc.
INCREASED
Shares1,485 from 1,455
Change+30 (+2%)
Value$230.5K (+$538)
Filed 2026-10-09
WPG Advisers, LLC
DECREASED
Shares1,479 from 1,509
Change-30 (-2%)
Value$229.5K (-$8.9K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$229.1K (-$4.2K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$228.7K (-$4.2K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
NEW
Shares1,471
Change+1,471
Value$228.3K
Filed 2026-10-29
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$228.1K (-$4.2K)
Filed 2026-10-21
Inlight Wealth Management, LLC
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$227.8K (-$4.2K)
Filed 2026-10-21
Berkeley, Inc
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$227.6K (-$4.2K)
Filed 2026-10-20
Harbor Group, Inc.
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$227.6K (-$4.0K)
Filed 2026-10-14
Sun Group Wealth Partners
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$226.9K (-$4.1K)
Filed 2026-10-26
Kathmere Capital Management, LLC
INCREASED
Shares1,459 from 1,368
Change+91 (+7%)
Value$226.5K (+$10.3K)
Filed 2026-10-20
WBH Advisory Inc
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$226.2K (-$4.1K)
Filed 2026-11-05
Cordatus Wealth Management LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$226.1K (-$4.1K)
Filed 2026-10-19
SkyOak Wealth, LLC
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$225.8K (-$4.1K)
Filed 2026-10-28
North Capital, Inc.
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$230.5K (+$1.6K)
Filed 2026-10-16
Merited Wealth, LLC
DECREASED
Shares1,446 from 2,014
Change-568 (-28%)
Value$224.5K (-$93.9K)
Filed 2026-10-13
Enclave Advisors LLC
INCREASED
Shares1,441 from 1,440
Change+1 (+0%)
Value$223.6K (-$4.0K)
Filed 2026-10-14
Altus Wealth Group LLC
INCREASED
Shares1,439 from 1,438
Change+1 (+0%)
Value$223.3K (-$3.9K)
Filed 2026-10-20
Virginia Wealth Management Group, Inc.
INCREASED
Shares1,437 from 1,436
Change+1 (+0%)
Value$223.0K (-$3.9K)
Filed 2026-10-14
North Forty Two & Co.
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$222.9K (-$4.1K)
Filed 2026-10-19
Presilium Private Wealth, LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$222.4K (-$4.1K)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares1,432 from 2,935
Change-1,503 (-51%)
Value$222.2K (-$241.6K)
Filed 2026-10-30
Eley Financial Management, Inc
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$222.2K (-$4.1K)
Filed 2026-11-03
Fluent Financial, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$222.2K (-$4.1K)
Filed 2026-10-13
Cora Capital Advisors LLC
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$221.6K (-$4.0K)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares1,424 from 1,633
Change-209 (-13%)
Value$221.0K (-$37.1K)
Filed 2026-10-22
Private Wealth Partners, LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$220.9K (-$4.0K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
DECREASED
Shares1,419 from 1,428
Change-9 (-1%)
Value$220.3K (-$5.4K)
Filed 2026-10-20
Gamma Investing LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$220.1K (-$4.0K)
Filed 2026-10-08
Sloy Dahl & Holst, LLC
INCREASED
Shares1,416 from 1,415
Change+1 (+0%)
Value$219.8K (-$3.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
DECREASED
Shares1,415 from 1,769
Change-354 (-20%)
Value$219.6K (-$60.0K)
Filed 2026-10-23
Tectonic Advisors LLC
INCREASED
Shares1,407 from 1,400
Change+7 (+1%)
Value$218.4K (-$2.8K)
Filed 2026-10-22
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$218.0K (-$4.1K)
Filed 2026-10-13
Fortem Financial Group, LLC
DECREASED
Shares1,400 from 1,600
Change-200 (-12%)
Value$217.3K (-$35.6K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$217 (-$77.9K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares1,395 from 1,394
Change+1 (+0%)
Value$216.4K (-$3.8K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares1,389 from 1,388
Change+1 (+0%)
Value$215.5K (-$3.8K)
Filed 2026-10-16
BankChampaign, National Association
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$215.1K (-$3.9K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares1,384 from 1,358
Change+26 (+2%)
Value$214.8K (+$100)
Filed 2026-10-16
Atlatl Advisers LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$213.6K (-$3.9K)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$213.6K (-$3.9K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$212.9K (-$3.9K)
Filed 2026-11-03
Able Wealth Management LLC
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$215.1K (-$1.4K)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares1,366 from 1,388
Change-22 (-2%)
Value$212.1K (-$7.3K)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares1,364 from 1,362
Change+2 (+0%)
Value$211.7K (-$3.6K)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$211.7K (-$3.9K)
Filed 2026-10-08
Base Wealth Management LLC
DECREASED
Shares1,354 from 1,644
Change-290 (-18%)
Value$210.1K (-$49.7K)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$209.6K (-$3.8K)
Filed 2026-10-16
Tandem Capital Management Corp
DECREASED
Shares1,350 from 1,370
Change-20 (-1%)
Value$209.5K (-$7.0K)
Filed 2026-10-22
Redw Wealth LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$208.6K (-$3.8K)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
DECREASED
Shares1,343 from 1,357
Change-14 (-1%)
Value$208.4K (-$6.0K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares1,340 from 1,333
Change+7 (+1%)
Value$208.0K (-$2.6K)
Filed 2026-10-13
Lakewood Asset Management LLC
UNCHANGED
Shares1,336 from 1,336
Change0 (0%)
Value$207.3K (-$3.8K)
Filed 2026-10-26
Summit Global Investments
DECREASED
Shares1,331 from 1,777
Change-446 (-25%)
Value$207 (-$280.8K)
Filed 2026-10-28
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$206.4K (-$3.8K)
Filed 2026-10-13
Leeward Financial Partners, LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$205.8K (-$3.8K)
Filed 2026-10-23
Englebert Financial Advisers, LLC
DECREASED
Shares1,325 from 1,331
Change-6 (0%)
Value$205.6K (-$4.7K)
Filed 2026-10-20
Lpwm LLC
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$204.9K (-$3.7K)
Filed 2026-10-20
Prosperity Planning, Inc.
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$204.5K (-$3.7K)
Filed 2026-10-09
Genesis Private Wealth, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$204.2K (-$3.7K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
DECREASED
Shares1,308 from 1,546
Change-238 (-15%)
Value$203.0K (-$41.3K)
Filed 2026-10-09
City Holding Co
DECREASED
Shares1,307 from 1,357
Change-50 (-4%)
Value$202.8K (-$11.6K)
Filed 2026-10-19
KRS Capital Management, LLC
INCREASED
Shares1,306 from 1,305
Change+1 (+0%)
Value$202.8K (-$3.5K)
Filed 2026-10-16
Asset Management One Co., Ltd.
NEW
Shares1,300
Change+1,300
Value$201.8K
Filed 2026-10-27
Sentinel Trust Co LBA
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$202 (-$3)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares1,296 from 1,306
Change-10 (-1%)
Value$201.1K (-$5.3K)
Filed 2026-10-02
Agate Pass Investment Management, LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$201.1K (-$3.7K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$201.0K (-$7.9K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares1,293 from 1,329
Change-36 (-3%)
Value$200.7K (-$9.3K)
Filed 2026-10-13
Objective Capital Management, LLC
NEW
Shares1,292
Change+1,292
Value$200.5K
Filed 2026-10-13
Successful Portfolios LLC
NEW
Shares1,285
Change+1,285
Value$201.8K
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares1,242 from 1,214
Change+28 (+2%)
Value$192.8K (+$984)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$189.8K (-$3.5K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$183.9K (-$3.4K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares1,184 from 274
Change+910 (+332%)
Value$183.7K (+$140.4K)
Filed 2026-10-29
Evolution Wealth Management Inc.
DECREASED
Shares1,170 from 1,219
Change-49 (-4%)
Value$181.6K (-$11.1K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares1,162 from 1,284
Change-122 (-9%)
Value$180.4K (-$22.5K)
Filed 2026-10-09
Downshift Financial, LLC
INCREASED
Shares1,148 from 503
Change+645 (+128%)
Value$178.1K (+$98.6K)
Filed 2026-10-13
Entrust Financial LLC
DECREASED
Shares1,118 from 1,141
Change-23 (-2%)
Value$173.6K (-$6.8K)
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$165.4K (-$3.0K)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$162.2K (-$3.0K)
Filed 2026-10-30
Abound Wealth Management
DECREASED
Shares1,043 from 1,113
Change-70 (-6%)
Value$161.9K (-$13.9K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$155.2K (-$2.8K)
Filed 2026-10-27
J.Safra Asset Management Corp
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$149.6K (-$2.7K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares946
Change+946
Value$146.9K
Filed 2026-10-27
Clayton Financial Group LLC
NEW
Shares915
Change+915
Value$142.0K
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares902 from 973
Change-71 (-7%)
Value$140 (-$153.9K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares898 from 948
Change-50 (-5%)
Value$139.4K (-$10.4K)
Filed 2026-10-13
Blueline Advisors LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$136.9K (-$2.5K)
Filed 2026-10-15
Newton One Investments LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$126.2K (-$2.3K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$124.4K (-$2.2K)
Filed 2026-10-23
Granville Capital, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$118.0K (-$2.2K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
NEW
Shares700
Change+700
Value$108.6K
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$108.6K (-$2.0K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares682 from 681
Change+1 (+0%)
Value$105.9K (-$1.7K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares678
Change+678
Value$105.2K
Filed 2026-11-04
Kentucky Trust Co
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$104.1K (-$1.9K)
Filed 2026-10-15
Hara Capital LLC
DECREASED
Shares656 from 1,056
Change-400 (-38%)
Value$101.8K (-$65.1K)
Filed 2026-10-30
Kimelman & Baird, LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$96.1K (-$1.8K)
Filed 2026-11-03
Cdkv Holdings LLC
DECREASED
Shares599 from 619
Change-20 (-3%)
Value$93.0K (-$4.9K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares584 from 70
Change+514 (+734%)
Value$90.6K (+$79.6K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares581 from 188
Change+393 (+209%)
Value$90.2K (+$60.5K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$89.9K (-$1.6K)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$89.5K (-$1.6K)
Filed 2026-10-02
Bay Harbor Wealth Management, LLC
DECREASED
Shares566 from 575
Change-9 (-2%)
Value$87.8K (-$3.1K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares563 from 561
Change+2 (+0%)
Value$87.3K (-$1.4K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$86.8K (-$1.6K)
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$85.5K (-$1.6K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED
Shares550 from 580
Change-30 (-5%)
Value$85.4K (-$6.3K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$85.4K (-$1.6K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$84.1K (-$1.5K)
Filed 2026-10-14
Certuity, LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$83.5K (-$1.5K)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$83.0K (-$1.5K)
Filed 2026-10-07
Bank of New Hampshire
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$82.6K (-$1.5K)
Filed 2026-10-06
Lodestone Wealth Management LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$79.8K (-$1.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares501
Change+501
Value$77.8K
Filed 2026-10-13
Kennebec Savings Bank
DECREASED
Shares499 from 514
Change-15 (-3%)
Value$77.4K (-$3.8K)
Filed 2026-10-22
Noble Wealth Management PBC
DECREASED
Shares472 from 580
Change-108 (-19%)
Value$73.3K (-$18.4K)
Filed 2026-10-01
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares457
Change+457
Value$70.9K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$69.8K (-$1.3K)
Filed 2026-10-20
Hughes Financial Services, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$71.2K (+$2.9K)
Filed 2026-10-30
West Financial Advisors, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$66.3K (-$1.2K)
Filed 2026-10-22
CrossGen Wealth, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$65.8K (-$1.2K)
Filed 2026-10-30
Winthrop Capital Management, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$63.5K (-$1.5K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares405 from 403
Change+2 (+1%)
Value$62.9K (-$793)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares395
Change+395
Value$61.3K
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares368 from 309
Change+59 (+19%)
Value$57.5K (+$8.4K)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$55.9K (-$1.0K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
INCREASED
Shares343 from 342
Change+1 (+0%)
Value$53.3K (-$693)
Filed 2026-10-23
Gen-Wealth Partners Inc
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$51.5K (-$940)
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$51.1K (-$983)
Filed 2026-10-23
DecisionPoint Financial, LLC
DECREASED
Shares307 from 364
Change-57 (-16%)
Value$47.7K (-$9.9K)
Filed 2026-10-27
Pacifica Partners Inc.
DECREASED
Shares306 from 406
Change-100 (-25%)
Value$47.5K (-$17.2K)
Filed 2026-10-09
Creative Capital Management Investments LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$47.0K (-$857)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$46.6K (-$849)
Filed 2026-10-15
Mcdonald Partners LLC
DECREASED
Shares299 from 730
Change-431 (-59%)
Value$46.4K (-$69.0K)
Filed 2026-11-03
Ulland Investment Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$46 (-$1)
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$44.5K (-$813)
Filed 2026-10-28
Phillip James Consulting Co.
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$44.4K (-$810)
Filed 2026-11-03
SJS Investment Consulting Inc.
DECREASED
Shares276 from 294
Change-18 (-6%)
Value$42.8K (-$3.6K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$42.7K (-$778)
Filed 2026-10-22
Nfsg Corp
INCREASED
Shares268 from 237
Change+31 (+13%)
Value$41.6K (+$4.2K)
Filed 2026-10-15
Nemes Rush Group LLC
INCREASED
Shares247 from 241
Change+6 (+2%)
Value$38.3K (+$249)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$36.5K (-$665)
Filed 2026-10-30
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$35.9K (-$654)
Filed 2026-10-19
First United Bank & Trust
DECREASED
Shares230 from 341
Change-111 (-33%)
Value$35.7K (-$18.2K)
Filed 2026-10-22
Byrne Asset Management LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$35.6K (-$614)
Filed 2026-10-06
American Capital Advisory, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$33.5K (-$611)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares202 from 201
Change+1 (+1%)
Value$31.4K (-$395)
Filed 2026-11-02
Dorato Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.5K (-$722)
Filed 2026-10-08
Burk Holdings LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$30.7K (-$560)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$30.5K (-$529)
Filed 2026-10-15
Horrell Capital Management, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$28.7K (-$524)
Filed 2026-10-08
Buck Wealth Strategies, LLC
DECREASED
Shares184 from 186
Change-2 (-1%)
Value$28.5K (-$836)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$27.5K (-$501)
Filed 2026-10-28
Miller Global Investments, LLC
NEW
Shares175
Change+175
Value$27.2K
Filed 2026-10-02
Reap Financial Group, LLC
INCREASED
Shares175 from 174
Change+1 (+1%)
Value$27.1K (-$439)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares166 from 508
Change-342 (-67%)
Value$25.8K (-$54.6K)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$25.8K (-$470)
Filed 2026-10-21
PayPay Securities Corp
INCREASED
Shares162 from 154
Change+8 (+5%)
Value$25.1K (+$805)
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares160
Change+160
Value$25.2K
Filed 2026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$24.1K (-$439)
Filed 2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$22.8K (-$416)
Filed 2026-11-04
Gilpin Wealth Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$21.7K (-$397)
Filed 2026-10-09
Kozak & Associates, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$22.9K (+$718)
Filed 2026-10-29
Kelleher Financial Advisors
NEW
Shares135
Change+135
Value$21.0K
Filed 2026-10-30
Jnba Financial Advisors
NEW
Shares131
Change+131
Value$20.3K
Filed 2026-11-03
Vima LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$18.6K (-$340)
Filed 2026-10-23
New England Capital Financial Advisors LLC
NEW
Shares100
Change+100
Value$15.5K
Filed 2026-11-03
Sawyer & Company, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.5K (-$283)
Filed 2026-10-21
Hartford Financial Management Inc.
INCREASED
Shares96 from 1
Change+95 (+9500%)
Value$14.9K (+$14.7K)
Filed 2026-10-21
Davis Capital Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$14.6K (-$266)
Filed 2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$12.7K (-$232)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.4K (-$157)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares76
Change+76
Value$11.8K
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares75
Change+75
Value$11.6K
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares71
Change+71
Value$11.1K
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.9K (-$199)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares69 from 60
Change+9 (+15%)
Value$10.7K (+$1.2K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.5K (-$192)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares61
Change+61
Value$9.5K
Filed 2026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$8.4K (-$153)
Filed 2026-11-02
Yankcom Partnership
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.9K (-$145)
Filed 2026-10-15
Toth Financial Advisory Corp
NEW
Shares50
Change+50
Value$7.8K
Filed 2026-10-08
Oakworth Capital, Inc.
NEW
Shares50
Change+50
Value$7.8K
Filed 2026-10-26
Dakota Community Bank & Trust NA
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.2K (-$113)
Filed 2026-10-09
Proathlete Wealth Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$6.3K (-$79)
Filed 2026-10-15
Horizon Financial Services, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$5.9K (-$107)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.0K (-$74)
Filed 2026-10-06
Roxbury Financial LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.5K (-$56)
Filed 2026-10-01
Kings Path Partners LLC
NEW
Shares19
Change+19
Value$3.0K
Filed 2026-10-21
Navigoe, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.9K (-$83)
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (-$34)
Filed 2026-11-03
Fairman Group, LLC
NEW
Shares16
Change+16
Value$2.5K
Filed 2026-10-26
Putney Financial Group LLC
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-10-30
Canton Hathaway, LLC
NEW
Shares11
Change+11
Value$1.7K
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$25)
Filed 2026-10-27
Retirement Wealth Solutions LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$237 (-$3)
Filed 2026-10-07
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$174 (-$2)
Filed 2026-11-04
Verity Asset Management, Inc.
CLOSED
Shares0 from 14,316
Change-14,316 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-30
Fingerlakes Wealth Management, Inc.
CLOSED
Shares0 from 5,197
Change-5,197 (-100%)
Value$0 (-$821.3K)
Filed 2026-11-04
Milestone Asset Management, LLC
CLOSED
Shares0 from 4,687
Change-4,687 (-100%)
Value$0 (-$740.8K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,708
Change-3,708 (-100%)
Value$0 (-$586.0K)
Filed 2026-10-27
Reflection Asset Management
CLOSED
Shares0 from 3,646
Change-3,646 (-100%)
Value$0 (-$576.2K)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$577.2K)
Filed 2026-10-16
Newport Capital Group, LLC
CLOSED
Shares0 from 3,059
Change-3,059 (-100%)
Value$0 (-$483.4K)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,723
Change-2,723 (-100%)
Value$0 (-$430.5K)
Filed 2026-11-05
Cabana LLC
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$429.2K)
Filed 2026-11-04
Texas Bank & Trust Co
CLOSED
Shares0 from 2,646
Change-2,646 (-100%)
Value$0 (-$418.1K)
Filed 2026-11-04
Clark Asset Management, LLC
CLOSED
Shares0 from 2,528
Change-2,528 (-100%)
Value$0 (-$399.5K)
Filed 2026-10-19
Capital Investment Counsel, LLC
CLOSED
Shares0 from 2,234
Change-2,234 (-100%)
Value$0 (-$353.0K)
Filed 2026-10-14
Brick & Kyle, Associates
CLOSED
Shares0 from 2,197
Change-2,197 (-100%)
Value$0 (-$325.4K)
Filed 2026-11-05
PW Nova Financial Services LLC
CLOSED
Shares0 from 1,848
Change-1,848 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-15
Global View Capital Management LLC
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-28
Greenspring Advisors, LLC
CLOSED
Shares0 from 1,803
Change-1,803 (-100%)
Value$0 (-$284.9K)
Filed 2026-11-05
Ehrlich Financial Group
CLOSED
Shares0 from 1,670
Change-1,670 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-20
Brucke Financial, Inc.
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-23
BXM Wealth LLC
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$236.9K)
Filed 2026-11-03
Orgel Wealth Management, LLC
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$236.9K)
Filed 2026-10-14
DeLarme Wealth Management, Inc.
CLOSED
Shares0 from 1,398
Change-1,398 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-30
Murphy Pohlad Asset Management LLC
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-22
Griffin Asset Management, Inc.
CLOSED
Shares0 from 1,328
Change-1,328 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 1,288
Change-1,288 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 1,277
Change-1,277 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-16
Manske Wealth Management
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-26
Vigilare Wealth Management
CLOSED
Shares0 from 1,274
Change-1,274 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-29
Ellis Investment Partners, LLC
CLOSED
Shares0 from 1,272
Change-1,272 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-21
Univest Financial Corp
CLOSED
Shares0 from 1,269
Change-1,269 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$161.7K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$114.6K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$98.3K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$94.3K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 472
Change-472 (-100%)
Value$0 (-$74.6K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$50.6K)
Filed 2026-10-29
Fairway Wealth LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-30
Sims Investment Management, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3)
Filed 2026-10-14
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$159)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$474.6K (+$13.9K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 12,643,649
Change-12,643,649 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,662,582
Change-10,662,582 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,009,206
Change-8,009,206 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,241,202
Change-7,241,202 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,100,827
Change-6,100,827 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,526,857
Change-5,526,857 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,715,315
Change-3,715,315 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,674,450
Change-3,674,450 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,613,813
Change-3,613,813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,335,671
Change-3,335,671 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,958,647
Change-2,958,647 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,883,738
Change-2,883,738 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,823,051
Change-2,823,051 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,518,659
Change-2,518,659 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,958,777
Change-1,958,777 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,822,230
Change-1,822,230 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,623,862
Change-1,623,862 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,466,544
Change-1,466,544 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,425,288
Change-1,425,288 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,422,806
Change-1,422,806 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,390,923
Change-1,390,923 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 965,211
Change-965,211 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 951,013
Change-951,013 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 917,460
Change-917,460 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 829,634
Change-829,634 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 820,989
Change-820,989 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 798,791
Change-798,791 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 750,642
Change-750,642 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 715,436
Change-715,436 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 686,126
Change-686,126 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 631,378
Change-631,378 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 627,405
Change-627,405 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 567,887
Change-567,887 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 567,493
Change-567,493 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 544,941
Change-544,941 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 517,115
Change-517,115 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 476,821
Change-476,821 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 425,390
Change-425,390 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 390,879
Change-390,879 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 381,419
Change-381,419 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 381,117
Change-381,117 (-100%)
Value—
FMR LLC
N/A
Shares— from 368,755
Change-368,755 (-100%)
Value—
Commerce Bank
N/A
Shares— from 366,684
Change-366,684 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 361,160
Change-361,160 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 343,695
Change-343,695 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 342,284
Change-342,284 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 338,797
Change-338,797 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 336,885
Change-336,885 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 324,884
Change-324,884 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 323,133
Change-323,133 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 314,360
Change-314,360 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 294,968
Change-294,968 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 292,707
Change-292,707 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 272,000
Change-272,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 271,152
Change-271,152 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 265,343
Change-265,343 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 259,525
Change-259,525 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 249,044
Change-249,044 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 244,299
Change-244,299 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 236,641
Change-236,641 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 233,299
Change-233,299 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 230,745
Change-230,745 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 225,560
Change-225,560 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 220,368
Change-220,368 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 218,601
Change-218,601 (-100%)
Value—
&partners
N/A
Shares— from 214,968
Change-214,968 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 214,503
Change-214,503 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 210,285
Change-210,285 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 206,296
Change-206,296 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 203,652
Change-203,652 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 191,733
Change-191,733 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 189,527
Change-189,527 (-100%)
Value—
Blair William & Co
N/A
Shares— from 188,188
Change-188,188 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 185,047
Change-185,047 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 184,342
Change-184,342 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 184,044
Change-184,044 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 178,824
Change-178,824 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 178,331
Change-178,331 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 172,522
Change-172,522 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 170,754
Change-170,754 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 166,367
Change-166,367 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 164,994
Change-164,994 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 164,700
Change-164,700 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 161,531
Change-161,531 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 158,781
Change-158,781 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 157,965
Change-157,965 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 157,789
Change-157,789 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 156,108
Change-156,108 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 154,087
Change-154,087 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 146,661
Change-146,661 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 143,339
Change-143,339 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 141,144
Change-141,144 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 140,259
Change-140,259 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 134,358
Change-134,358 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 133,987
Change-133,987 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 125,484
Change-125,484 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 125,071
Change-125,071 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 123,362
Change-123,362 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 120,747
Change-120,747 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 120,326
Change-120,326 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 118,890
Change-118,890 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 118,854
Change-118,854 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 116,160
Change-116,160 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 115,374
Change-115,374 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 114,135
Change-114,135 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 111,422
Change-111,422 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 109,557
Change-109,557 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 106,217
Change-106,217 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 105,102
Change-105,102 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 103,886
Change-103,886 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 103,604
Change-103,604 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 102,583
Change-102,583 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 102,327
Change-102,327 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 101,759
Change-101,759 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 100,115
Change-100,115 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 98,634
Change-98,634 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 97,983
Change-97,983 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 96,450
Change-96,450 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 95,356
Change-95,356 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 93,785
Change-93,785 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 92,681
Change-92,681 (-100%)
Value—
Stephens Inc
N/A
Shares— from 90,542
Change-90,542 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 90,239
Change-90,239 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 89,709
Change-89,709 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 87,631
Change-87,631 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 87,342
Change-87,342 (-100%)
Value—
Nwam LLC
N/A
Shares— from 85,738
Change-85,738 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 84,947
Change-84,947 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 83,726
Change-83,726 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 83,517
Change-83,517 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 81,972
Change-81,972 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 81,351
Change-81,351 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 81,316
Change-81,316 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 80,850
Change-80,850 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 79,556
Change-79,556 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 78,220
Change-78,220 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 77,743
Change-77,743 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 77,091
Change-77,091 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 76,738
Change-76,738 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 76,504
Change-76,504 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 76,345
Change-76,345 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 76,113
Change-76,113 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 75,888
Change-75,888 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 72,828
Change-72,828 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 72,780
Change-72,780 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 72,610
Change-72,610 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 72,128
Change-72,128 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 71,973
Change-71,973 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 68,302
Change-68,302 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 67,369
Change-67,369 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 67,361
Change-67,361 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 66,833
Change-66,833 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 66,690
Change-66,690 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 65,322
Change-65,322 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 65,200
Change-65,200 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 65,154
Change-65,154 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 65,086
Change-65,086 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 64,909
Change-64,909 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 64,767
Change-64,767 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 64,064
Change-64,064 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 63,632
Change-63,632 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 63,447
Change-63,447 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 63,109
Change-63,109 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 62,351
Change-62,351 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 61,838
Change-61,838 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 61,650
Change-61,650 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 61,271
Change-61,271 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 61,106
Change-61,106 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 61,020
Change-61,020 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 60,937
Change-60,937 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 60,715
Change-60,715 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 60,356
Change-60,356 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 60,292
Change-60,292 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 60,150
Change-60,150 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 59,954
Change-59,954 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 59,618
Change-59,618 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 59,000
Change-59,000 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 58,163
Change-58,163 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 58,152
Change-58,152 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 57,830
Change-57,830 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 56,720
Change-56,720 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 55,794
Change-55,794 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 55,224
Change-55,224 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 54,936
Change-54,936 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 53,482
Change-53,482 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 53,015
Change-53,015 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 52,020
Change-52,020 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 51,946
Change-51,946 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 51,918
Change-51,918 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 51,857
Change-51,857 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 50,743
Change-50,743 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 50,346
Change-50,346 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 50,029
Change-50,029 (-100%)
Value—
Croban
N/A
Shares— from 49,838
Change-49,838 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,916
Change-48,916 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 48,901
Change-48,901 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 48,769
Change-48,769 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,524
Change-48,524 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 47,573
Change-47,573 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 46,879
Change-46,879 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 46,557
Change-46,557 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 46,440
Change-46,440 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 46,033
Change-46,033 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 45,408
Change-45,408 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 45,400
Change-45,400 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 44,791
Change-44,791 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 44,374
Change-44,374 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 43,153
Change-43,153 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 43,064
Change-43,064 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 42,899
Change-42,899 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 42,748
Change-42,748 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 42,274
Change-42,274 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 40,863
Change-40,863 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,744
Change-40,744 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 39,683
Change-39,683 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 38,100
Change-38,100 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 38,068
Change-38,068 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 37,752
Change-37,752 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 37,717
Change-37,717 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 36,920
Change-36,920 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 36,530
Change-36,530 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 36,441
Change-36,441 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 35,849
Change-35,849 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 35,776
Change-35,776 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 35,689
Change-35,689 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 34,714
Change-34,714 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 34,378
Change-34,378 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 34,318
Change-34,318 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 33,482
Change-33,482 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 33,437
Change-33,437 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 32,495
Change-32,495 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 31,300
Change-31,300 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 30,821
Change-30,821 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 30,489
Change-30,489 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,464
Change-30,464 (-100%)
Value—
Betterment LLC
N/A
Shares— from 30,354
Change-30,354 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 30,294
Change-30,294 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 30,284
Change-30,284 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 30,233
Change-30,233 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 30,136
Change-30,136 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,760
Change-29,760 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 29,163
Change-29,163 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 29,009
Change-29,009 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,952
Change-28,952 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 27,539
Change-27,539 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 27,387
Change-27,387 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 27,374
Change-27,374 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 27,154
Change-27,154 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 26,946
Change-26,946 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 25,989
Change-25,989 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 25,908
Change-25,908 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 25,846
Change-25,846 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 25,376
Change-25,376 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,503
Change-24,503 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 23,928
Change-23,928 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 23,821
Change-23,821 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 23,474
Change-23,474 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 23,410
Change-23,410 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 23,349
Change-23,349 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,324
Change-23,324 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 23,295
Change-23,295 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 23,252
Change-23,252 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 22,803
Change-22,803 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 22,791
Change-22,791 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 22,678
Change-22,678 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 22,032
Change-22,032 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 21,772
Change-21,772 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 21,594
Change-21,594 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 21,350
Change-21,350 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 21,307
Change-21,307 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 21,112
Change-21,112 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,042
Change-21,042 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 20,938
Change-20,938 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,797
Change-20,797 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,765
Change-20,765 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 20,708
Change-20,708 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 20,686
Change-20,686 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,197
Change-20,197 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 20,087
Change-20,087 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 20,015
Change-20,015 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 19,855
Change-19,855 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 19,765
Change-19,765 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 19,536
Change-19,536 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 19,445
Change-19,445 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 19,402
Change-19,402 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 19,386
Change-19,386 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 19,314
Change-19,314 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 19,058
Change-19,058 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 18,959
Change-18,959 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 18,683
Change-18,683 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 17,942
Change-17,942 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 17,894
Change-17,894 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 17,635
Change-17,635 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 17,542
Change-17,542 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 17,417
Change-17,417 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 17,145
Change-17,145 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 16,965
Change-16,965 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,915
Change-16,915 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 16,824
Change-16,824 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 16,418
Change-16,418 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 16,403
Change-16,403 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 16,299
Change-16,299 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 16,097
Change-16,097 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 16,084
Change-16,084 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 15,978
Change-15,978 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 15,637
Change-15,637 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,551
Change-15,551 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 15,323
Change-15,323 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 15,172
Change-15,172 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 15,110
Change-15,110 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 15,052
Change-15,052 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,954
Change-14,954 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 14,715
Change-14,715 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,658
Change-14,658 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 14,436
Change-14,436 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 14,435
Change-14,435 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 14,401
Change-14,401 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,369
Change-14,369 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 13,847
Change-13,847 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 13,794
Change-13,794 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 13,777
Change-13,777 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 13,641
Change-13,641 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 13,454
Change-13,454 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 13,306
Change-13,306 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 13,213
Change-13,213 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 13,145
Change-13,145 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 13,092
Change-13,092 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 12,904
Change-12,904 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 12,471
Change-12,471 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,366
Change-12,366 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,341
Change-12,341 (-100%)
Value—
FCA Corp
N/A
Shares— from 12,253
Change-12,253 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 12,118
Change-12,118 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 11,906
Change-11,906 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 11,795
Change-11,795 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 11,629
Change-11,629 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,301
Change-11,301 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 11,157
Change-11,157 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,069
Change-11,069 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 10,853
Change-10,853 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 10,779
Change-10,779 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 10,144
Change-10,144 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,086
Change-10,086 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 9,960
Change-9,960 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,874
Change-9,874 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 9,759
Change-9,759 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9,594
Change-9,594 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 9,254
Change-9,254 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,244
Change-9,244 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,602
Change-8,602 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8,521
Change-8,521 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 8,439
Change-8,439 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,355
Change-8,355 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 8,353
Change-8,353 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,422
Change-6,422 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Ames National Corp
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 3,326
Change-3,326 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Main Management LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
GHE, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Sterling Wealth Advisors Inc
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 990
Change-990 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 953
Change-953 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 927
Change-927 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 842
Change-842 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 746
Change-746 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Allianz SE
N/A
Shares— from 560
Change-560 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 551
Change-551 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 545
Change-545 (-100%)
Value—
CNB Bank
N/A
Shares— from 527
Change-527 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 487
Change-487 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Barclays PLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 279
Change-279 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 223
Change-223 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 196
Change-196 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Centennial Bank
N/A
Shares— from 153
Change-153 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 74
Change-74 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 47
Change-47 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Creative Planning
INCREASED3,844,4653,834,889+9,576+0%$606.0M$596.7M-$9.4M2026-11-02
Vantagepoint Investment Advisers LLC
INCREASED2,246,4632,184,266+62,197+3%$345.2M$348.7M+$3.5M2026-10-26
Commonwealth Equity Services, LLC
DECREASED2,109,0572,266,781-157,724-7%$358.2M$327.3M-$30.9M2026-11-02
Rakuten Investment Management, Inc.
INCREASED1,811,7541,695,054+116,700+7%$268.6M$283.5M+$14.9M2026-10-30
Kestra Advisory Services, LLC
INCREASED1,350,0251,236,739+113,286+9%$195.4M$209.5M+$14.1M2026-11-02
Howard Capital Management, LLC
UNCHANGED1,132,9571,132,95700%$179.0M$175.8M-$3.2M2026-10-16
Joel Isaacson & Co., LLC
DECREASED1,052,4751,053,342-8670%$166.5M$163.3M-$3.1M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED1,047,9671,112,040-64,073-6%$175.7M$162.6K-$175.6M2026-11-02
D.A. Davidson & Co.
INCREASED960,180868,322+91,858+11%$137.2M$149.0M+$11.8M2026-10-28
Truist Financial Corp
DECREASED933,128942,212-9,084-1%$148.9M$144.8M-$4.1M2026-10-30
Florida Trust Wealth Management Co
INCREASED828,135798,906+29,229+4%$126.3M$128.5M+$2.3M2026-11-05
One Day In July LLC
INCREASED761,477748,425+13,052+2%$118.3M$118.2M-$92.3K2026-10-30
Martel Wealth Advisors LLC
INCREASED759,398747,548+11,850+2%$118.1M$117.9M-$276.5K2026-10-14
Auto-Owners Insurance Co
UNCHANGED724,200724,20000%$114.4M$112.4M-$2.0M2026-10-15
HCR Wealth Advisors
INCREASED691,841656,338+35,503+5%$103.7M$107.4M+$3.7M2026-10-15
Inspirion Wealth Advisors, LLC
INCREASED668,825631,801+37,024+6%$100.0M$103.8M+$3.8M2026-10-09
Assetmark, Inc
INCREASED595,899581,756+14,143+2%$91.9M$92.5M+$548.6K2026-10-21
SBI Securities Co., Ltd.
INCREASED584,602579,951+4,651+1%$91.6M$90.7M-$919.4K2026-10-22
Marino, Stram & Associates LLC
INCREASED580,131567,525+12,606+2%$89.7M$90.0M+$350.3K2026-10-22
Pinnacle Associates LTD
INCREASED559,099556,485+2,614+0%$87.9M$86.8M-$1.2M2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED550,516554,044-3,528-1%$87.6M$85.4M-$2.1M2026-11-05
Arlington Trust Co LLC
INCREASED463,553459,352+4,201+1%$72.6M$71.9M-$648.0K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED406,078401,762+4,316+1%$63.5M$63.0M-$467.1K2026-10-21
Davenport & Co LLC
INCREASED379,370352,667+26,703+8%$55.7M$58.9M+$3.1M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED374,233353,157+21,076+6%$56.9M$59.2M+$2.3M2026-10-13
Waldron Private Wealth LLC
DECREASED371,200375,558-4,358-1%$59.3M$57.6M-$1.7M2026-11-02
Alliance Wealth Advisors, LLC
INCREASED357,081322,587+34,494+11%$51.0M$55.4M+$4.4M2026-10-28
Keybank National Association
INCREASED347,158343,741+3,417+1%$54.3M$53.9M-$442.5K2026-11-04
MBM Wealth Consultants, LLC
INCREASED340,838329,351+11,487+3%$52.0M$52.9M+$850.7K2026-10-20
White Lighthouse Investment Management Inc.
DECREASED329,432341,684-12,252-4%$54.0M$51.1M-$2.9M2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED317,877312,243+5,634+2%$49.3M$49.3M-$9.3K2026-10-23
Allen Investment Management, LLC
INCREASED313,677268,026+45,651+17%$42.4M$48.7M+$6.3M2026-11-03
Twele Capital Management, Inc.
INCREASED295,014293,079+1,935+1%$46.3M$45.8M-$529.1K2026-10-13
Lido Advisors, LLC
INCREASED285,414270,440+14,974+6%$42.7M$44.3M+$1.6M2026-11-04
Heartwood Wealth Advisors LLC
DECREASED277,424277,781-3570%$43.9M$43.1M-$841.5K2026-10-05
ACT Wealth Management, LLC
INCREASED274,034270,374+3,660+1%$42.7M$42.5M-$197.1K2026-10-09
Human Investing LLC
DECREASED238,619247,277-8,658-3%$39.1M$37.0M-$2.0M2026-10-19
Bernardo Wealth Planning LLC
INCREASED238,404118,550+119,854+101%$18.7M$37.0M+$18.3M2026-10-23
Venture Visionary Partners LLC
INCREASED232,557224,177+8,380+4%$35.4M$36.1M+$666.2K2026-10-07
Dagco, Inc.
INCREASED230,926224,086+6,840+3%$35.4M$35.8M+$427.4K2026-10-20
Washington Trust Co
INCREASED230,448223,282+7,166+3%$35.3M$35.8M+$480.3K2026-10-22
Fifth Third Bancorp
DECREASED229,982237,153-7,171-3%$37.5M$35.7M-$1.8M2026-11-05
Retiremitten Financial LLC
INCREASED225,756205,468+20,288+10%$32.5M$36.9M+$4.4M2026-11-05
Wolff Financial Management LLC
INCREASED223,522222,765+757+0%$35.2M$34.7M-$512.9K2026-10-23
US Bancorp \de\
DECREASED222,162232,675-10,513-5%$36.8M$34.5M-$2.3M2026-11-05
Regions Financial Corp
INCREASED221,788219,439+2,349+1%$34.7M$34.4M-$256.4K2026-11-05
Focus Financial Network, Inc.
INCREASED221,781220,387+1,394+1%$34.8M$34.4M-$407.3K2026-10-14
Farther Finance Advisors, LLC
INCREASED220,932171,729+49,203+29%$27.1M$34.3M+$7.2M2026-10-08
Focused Wealth Management, Inc
INCREASED218,693216,445+2,248+1%$34.2M$33.9M-$263.6K2026-10-30
Opus Capital Group, LLC
DECREASED214,397215,320-9230%$34.0M$33.3K-$34.0M2026-10-30
GSG Advisors LLC
DECREASED213,324214,060-7360%$33.8M$33.1M-$719.9K2026-11-03
Charter Capital Management, Llc\de
INCREASED212,860209,887+2,973+1%$33.2M$33.0M-$132.5K2026-10-28
Asset Allocation & Management Company, LLC
DECREASED209,334212,745-3,411-2%$33.6K$32.5K-$1.1K2026-10-13
Southern Farm Bureau Life Insurance
UNCHANGED200,033200,03300%$31.6M$31.0K-$31.6M2026-10-15
Apella Capital, LLC
DECREASED193,008259,947-66,939-26%$41.8M$30.4M-$11.4M2026-10-08
Concurrent Investment Advisors, LLC
INCREASED192,171166,859+25,312+15%$26.4M$29.8M+$3.5M2026-10-16
Pacific Capital Wealth Advisors, Inc.
INCREASED189,915182,780+7,135+4%$28.9M$29.5M+$590.1K2026-10-22
Bank of New York Mellon Corp
INCREASED189,812171,395+18,417+11%$27.1M$29.5M+$2.4M2026-11-05
DeDora Capital, Inc.
INCREASED187,602187,171+431+0%$29.6M$29.1M-$462.8K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED187,25739,615+147,642+373%$6.3M$29.1M+$22.8M2026-10-16
Quaker Wealth Management, LLC
INCREASED186,796179,131+7,665+4%$28.3M$29.0M+$682.7K2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED178,978181,141-2,163-1%$28.6M$27.8M-$848.3K2026-10-09
IFP Advisors, Inc
INCREASED178,714174,068+4,646+3%$27.5M$27.7M+$228.4K2026-10-16
Buska Wealth Management, LLC
INCREASED175,852173,020+2,832+2%$27.3M$27.3M-$50.1K2026-10-08
Avion Wealth
DECREASED174,779175,650-8710%$27.8M$27.1K-$27.7M2026-11-04
Beacon Financial Group
DECREASED170,119173,259-3,140-2%$27.4M$26.4M-$977.6K2026-10-19
Juno Financial Group LLC
INCREASED167,889161,288+6,601+4%$25.5M$26.1M+$568.1K2026-10-27
Old National Bancorp
DECREASED164,351166,645-2,294-1%$26.3M$25.5M-$827.6K2026-10-20
Westside Investment Management, Inc.
DECREASED162,345162,620-2750%$25.7M$25.2M-$493.6K2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED158,945155,902+3,043+2%$24.6M$24.7M+$31.1K2026-11-02
Ariston Services Group
UNCHANGED158,764158,76400%$25.1M$24.6M-$449.3K2026-10-16
Oak Harvest Investment Services
DECREASED158,080160,478-2,398-1%$25.4M$24.5M-$826.3K2026-10-20
PFG Advisors
INCREASED157,641157,118+523+0%$24.8M$24.5M-$363.5K2026-10-16
Dmkc Advisory Services, LLC
DECREASED155,254229,901-74,647-32%$36.3M$24.1M-$12.2M2026-11-04
Brookstone Capital Management
INCREASED154,093138,056+16,037+12%$21.8M$23.9M+$2.1M2026-10-22
Decker Wealth Management LLC
INCREASED150,801149,254+1,547+1%$23.6M$23.4M-$182.2K2026-10-09
Financial Perspectives, Inc
INCREASED150,139147,002+3,137+2%$23.2M$23.3M+$70.9K2026-11-03
Montis Financial, LLC
DECREASED149,985152,983-2,998-2%$24.2M$23.3M-$898.2K2026-11-04
First Hawaiian Bank
DECREASED149,804150,576-772-1%$23.8M$23.2M-$545.9K2026-10-14
Rebalance, LLC
DECREASED148,922187,487-38,565-21%$29.6M$23.1M-$6.5M2026-10-22
Steele Capital Management, Inc.
DECREASED147,217152,205-4,988-3%$24.1M$22.8M-$1.2M2026-11-02
Markowski Investments
INCREASED145,147144,471+676+0%$22.8M$22.5M-$303.9K2026-10-30
Ballast, Inc.
DECREASED142,053150,142-8,089-5%$23.7M$22.0M-$1.7M2026-10-20
HB Wealth Management, LLC
INCREASED140,43392,432+48,001+52%$14.6M$21.8M+$7.2M2026-10-23
Procyon Advisors, LLC
INCREASED139,957135,839+4,118+3%$21.5M$21.7M+$254.8K2026-10-21
AdvisorNet Financial, Inc
DECREASED136,004139,834-3,830-3%$22.1M$21.6M-$465.1K2026-10-15
Beacon Bank & Trust
INCREASED132,743120,424+12,319+10%$19.0M$20.6M+$1.6M2026-10-27
Baker Ellis Asset Management LLC
DECREASED129,577132,625-3,048-2%$21.0M$20.1M-$848.5K2026-10-14
Salomon & Ludwin, LLC
DECREASED127,644128,393-749-1%$20.3M$19.8M-$500.7K2026-10-29
Nations Financial Group Inc,
DECREASED127,255132,109-4,854-4%$20.9M$19.8M-$1.1M2026-11-05
First Horizon Corp
INCREASED126,795113,455+13,340+12%$17.9M$19.7M+$1.7M2026-10-26
Flagship Wealth Advisors, LLC
DECREASED126,076129,109-3,033-2%$20.4M$19.6M-$836.1K2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED125,161124,578+583+0%$19.7M$19.4M-$262.1K2026-11-04
Angeles Investment Advisors, LLC
UNCHANGED124,515124,51500%$19.7M$19.3M-$352.4K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED122,945122,94500%$19.4M$19.1M-$347.9K2026-10-26
Northside Capital Management, LLC
UNCHANGED121,917121,91700%$19.3M$18.9M-$345.0K2026-10-13
First National Trust Co
DECREASED121,316132,660-11,344-9%$21.0M$18.8M-$2.1M2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED120,894121,505-6110%$19.2M$18.8M-$438.3K2026-11-05
Certified Advisory Corp
DECREASED120,280122,682-2,402-2%$19.4M$18.7M-$720.1K2026-10-29
Howard Wealth Management, LLC
DECREASED119,754119,863-1090%$18.9M$18.6M-$356.2K2026-10-28
Matrix Asset Advisors Inc
INCREASED113,875110,817+3,058+3%$17.5M$17.7M+$161.0K2026-10-13
Tepp RIA, LLC
INCREASED112,353111,613+740+1%$17.6M$17.4M-$201.0K2026-10-14
Principle Wealth Partners LLC
INCREASED112,102111,870+232+0%$17.7M$17.4M-$280.4K2026-11-02
Avior Wealth Management, LLC
DECREASED112,068115,320-3,252-3%$18.2M$17.4M-$831.1K2026-10-13
GW Henssler & Associates LTD
INCREASED112,002104,813+7,189+7%$16.6M$17.4M+$819.1K2026-10-26
Asset Allocation Strategies LLC
INCREASED110,565104,832+5,733+5%$16.6M$17.2M+$593.1K2026-10-20
Reality Financial Planning Services, LLC
INCREASED110,030108,910+1,120+1%$17.2M$17.1M-$134.3K2026-11-03
Seneca Financial Advisors LLC
INCREASED108,360104,197+4,163+4%$16.5M$16.8M+$351.2K2026-10-28
Unison Advisors LLC
DECREASED106,050118,785-12,735-11%$18.8M$16.5M-$2.3M2026-10-29
High Net Worth Advisory Group LLC
INCREASED105,593104,430+1,163+1%$16.5M$16.4M-$115.2K2026-10-26
Thrivent Financial for Lutherans
INCREASED104,31775,000+29,317+39%$11.9M$16.2K-$11.8M2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED104,13699,482+4,654+5%$15.7M$16.2M+$440.7K2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED103,664100,515+3,149+3%$15.9M$16.1M+$204.1K2026-10-09
Arthur M. Cohen & Associates, LLC
DECREASED102,966498,844-395,878-79%$15.6M$16.0M+$359.9K2026-10-26
Central Trust Co
DECREASED101,978103,227-1,249-1%$16.3M$15.8M-$486.0K2026-11-05
Simplicity Wealth,LLC
INCREASED101,42086,122+15,298+18%$13.6M$15.7M+$2.1M2026-10-23
Patriot Investment Management Group, Inc.
DECREASED100,949101,768-819-1%$16.1M$15.7M-$415.1K2026-10-15
TBH Global Asset Management, LLC
INCREASED100,91163,785+37,126+58%$10.1M$13.6M+$3.5M2026-11-03
Raab & Moskowitz Asset Management LLC
INCREASED99,64292,893+6,749+7%$14.7M$15.5M+$784.6K2026-11-02
Novem Group
DECREASED98,35299,238-886-1%$15.7M$15.3M-$418.3K2026-10-19
West Bancorporation Inc
INCREASED97,99994,584+3,415+4%$14.9M$15.2M+$262.3K2026-10-29
Vise Technologies, Inc.
INCREASED97,61371,958+25,655+36%$11.4M$15.1M+$3.8M2026-10-29
Park Avenue Securities LLC
DECREASED93,94996,413-2,464-3%$15.2M$14.6K-$15.2M2026-10-26
Ironwood Wealth Management, Inc.
DECREASED91,29391,590-2970%$14.7M$14.4M-$257.7K2026-10-14
IFG Advisors, LLC
INCREASED90,72286,797+3,925+5%$13.7M$14.1M+$363.5K2026-10-15
Mission Wealth Management, LP
DECREASED89,25490,346-1,092-1%$14.3M$13.9M-$425.1K2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED89,14089,616-476-1%$14.2M$13.8M-$327.5K2026-10-15
First Premier Bank
DECREASED86,85693,274-6,418-7%$14.7K$13.5K-$1.3K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED84,92886,065-1,137-1%$13.6M$13.2M-$420.1K2026-10-29
Sterling Financial Planning, Inc.
INCREASED83,77483,032+742+1%$13.1M$13.0M-$119.8K2026-10-28
Crescent Grove Advisors, LLC
INCREASED83,69781,898+1,799+2%$12.9M$13.0M+$47.3K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED83,39682,964+432+1%$13.1M$12.9M-$167.8K2026-10-27
PFG Private Wealth Management, LLC
INCREASED82,60481,983+621+1%$13.0M$12.8M-$135.6K2026-10-15
Capstone Wealth Management Group, LLC
INCREASED82,58974,000+8,589+12%$11.7M$11.6M-$53.3K2026-11-05
Integrated Advisors Network LLC
INCREASED82,41180,899+1,512+2%$12.8M$12.8M+$5.7K2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED82,24684,630-2,384-3%$13.4M$12.8M-$609.5K2026-10-13
Independent Financial Group, LLC
INCREASED82,14877,062+5,086+7%$12.2M$12.7M+$571.3K2026-10-13
Burns J W & Co Inc
INCREASED81,81477,678+4,136+5%$12.3M$12.7M+$422.1K2026-10-20
AMG National Trust Bank
INCREASED80,72577,471+3,254+4%$12.2M$12.5M+$285.8K2026-11-05
R2 Capital Strategies, LLC
INCREASED79,83978,303+1,536+2%$12.4M$12.4M+$16.9K2026-10-15
Romano Brothers and Company
INCREASED79,14378,855+288+0%$12.5M$12.3M-$178.5K2026-10-22
Grandview Asset Management LLC
DECREASED78,57386,416-7,843-9%$13.7M$12.2M-$1.5M2026-10-19
EPG Wealth Management LLC
INCREASED78,20377,201+1,002+1%$12.2M$12.1M-$62.9K2026-11-03
Milestone Investment Advisors LLC
DECREASED77,93579,043-1,108-1%$12.5M$12.1M-$395.7K2026-11-05
PPS&V Asset Management Consultants, Inc.
DECREASED77,56679,353-1,787-2%$12.5M$12.0M-$501.9K2026-10-06
Western Pacific Wealth Management, LP
INCREASED75,65175,442+209+0%$11.9M$11.7M-$181.1K2026-10-16
Adirondack Capital Advisors, LLC
INCREASED74,94471,527+3,417+5%$11.3M$11.6M+$327.9K2026-10-09
Linscomb Wealth, Inc.
DECREASED74,17681,176-7,000-9%$12.8M$11.5M-$1.3M2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED73,87871,399+2,479+3%$11.3M$11.5M+$182.7K2026-10-16
Evermay Wealth Management LLC
DECREASED73,57975,035-1,456-2%$11.9M$11.4M-$438.4K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED73,06874,244-1,176-2%$11.7M$11.3M-$392.7K2026-10-26
Sonata Capital Group Inc
INCREASED72,78672,662+124+0%$11.5M$11.3M-$186.3K2026-10-19
CoreCap Advisors, LLC
DECREASED72,72673,793-1,067-1%$11.7M$11.3M-$374.4K2026-10-08
Keudell ison Wealth Management
DECREASED72,68573,504-819-1%$11.6M$11.3M-$335.2K2026-10-16
Verdence Capital Advisors LLC
INCREASED72,65228,142+44,510+158%$4.4M$11.3M+$6.8M2026-10-26
MCF Advisors LLC
INCREASED72,14672,061+85+0%$11.4M$11.2M-$190.7K2026-10-28
Associated Banc-Corp
DECREASED70,28170,390-1090%$11.1M$10.9M-$216.1K2026-10-30
Montz Harcus Wealth Management LLC
INCREASED68,92468,544+380+1%$10.8M$10.7M-$135.0K2026-10-09
Pettinga Financial Advisors LLC
DECREASED68,61971,018-2,399-3%$11.2M$10.6M-$573.3K2026-10-13
City State Bank
INCREASED68,52065,858+2,662+4%$10.4M$10.6M+$226.8K2026-10-20
Bay Capital Advisors, LLC
INCREASED66,45563,487+2,968+5%$10.0M$10.3M+$280.9K2026-10-16
Citigroup Inc
INCREASED66,37866,022+356+1%$10.4M$10.3M-$131.5K2026-11-04
Investors Research Corp
INCREASED66,08863,877+2,211+3%$10.1M$10.3M+$162.4K2026-10-07
Woodmont Investment Counsel LLC
DECREASED65,78265,828-460%$10.4M$10.2M-$193.5K2026-10-29
Leelyn Smith, LLC
INCREASED65,39365,340+53+0%$10.3M$10.1M-$176.7K2026-11-03
Lebenthal Global Advisors, LLC
INCREASED65,37461,227+4,147+7%$9.7M$10.1M+$470.3K2026-10-28
Global Wealth Management Investment Advisory, Inc.
DECREASED65,35695,900-30,544-32%$15.2M$10.1M-$5.0M2026-11-04
Silverlake Wealth Management LLC
INCREASED65,12164,209+912+1%$10.1M$10.1M-$40.3K2026-10-21
AA Financial Advisors, LLC
INCREASED64,80361,496+3,307+5%$9.7M$10.1M+$339.1K2026-10-19
HBW Advisory Services LLC
INCREASED64,72564,715+10+0%$10.2M$10.0M-$181.7K2026-10-15
Compass Financial Management LLC
INCREASED64,68763,030+1,657+3%$10.2M$10.0M-$167.1K2026-10-30
Wealthcare Capital Partners, LLC
INCREASED64,33860,963+3,375+6%$9.6M$10.0M+$351.3K2026-10-21
Creative Financial Designs Inc
INCREASED63,35962,415+944+2%$9.9M$9.8M-$30.1K2026-11-04
Carolina Wealth Management Inc
INCREASED63,28163,179+102+0%$10.0M$9.8M-$163.0K2026-10-29
RDA Financial Network
INCREASED63,21161,570+1,641+3%$9.7M$9.8M+$80.4K2026-10-15
ETF Portfolio Partners, Inc.
DECREASED62,68962,768-790%$9.9M$9.7M-$189.9K2026-10-22
Penney Financial, LLC
INCREASED62,05760,279+1,778+3%$9.5M$9.6M+$105.4K2026-10-20
Evergreen Capital Management LLC
INCREASED62,04260,819+1,223+2%$9.6M$9.6M+$17.8K2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED61,58862,826-1,238-2%$9.9M$9.6M-$370.0K2026-10-19
Curran Financial Partners, LLC
INCREASED61,46459,995+1,469+2%$9.5M$9.5M+$58.2K2026-11-04
Childress Capital Advisors, LLC
INCREASED61,42058,514+2,906+5%$9.2M$9.5M+$285.4K2026-10-28
Integrity Alliance, Llc.
INCREASED61,26955,688+5,581+10%$8.8M$9.5M+$708.7K2026-10-29
Eagle Strategies LLC
INCREASED61,06658,421+2,645+5%$9.2M$9.5M+$245.1K2026-10-16
XML Financial, LLC
DECREASED60,85460,858-40%$9.6M$9.4M-$172.8K2026-10-29
MSH Capital Advisors LLC
INCREASED58,95256,357+2,595+5%$8.9M$9.1M+$243.2K2026-11-03
WealthBridge Capital Management, LLC
INCREASED58,68257,489+1,193+2%$9.1M$9.1M+$22.5K2026-10-16
Evanson Financial, LLC
DECREASED57,99658,035-390%$9.2M$9.0M-$170.3K2026-10-23
Park National Corp
DECREASED57,74564,152-6,407-10%$10.1M$9.0M-$1.2M2026-10-05
Sigma Investment Counselors Inc
INCREASED57,36055,302+2,058+4%$8.7M$8.9M+$162.9K2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED57,20554,906+2,299+4%$8.7M$8.9M+$201.3K2026-10-23
Granite FO LLC
INCREASED55,81254,790+1,022+2%$8.7M$8.7M+$3.7K2026-10-14
180 Wealth Advisors, LLC
DECREASED55,68157,815-2,134-4%$9.1M$8.6M-$494.7K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED55,36557,049-1,684-3%$9.0M$8.6M-$422.9K2026-10-30
Beacon Advisors Holdings, LLC
INCREASED54,80854,773+35+0%$8.7M$8.5M-$149.5K2026-10-27
Guardian Financial Partners, LLC
INCREASED54,54353,912+631+1%$8.5M$8.5M-$54.6K2026-11-04
Apeiron RIA LLC
DECREASED54,34758,747-4,400-7%$9.3M$8.4M-$840.9K2026-10-08
BIP Wealth, LLC
INCREASED53,87953,374+505+1%$8.4M$8.4M-$72.7K2026-10-22
Jmac Enterprises LLC
INCREASED53,69053,178+512+1%$8.4M$8.3M-$71.0K2026-10-30
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED53,60353,60300%$8.5M$8.3M-$151.7K2026-11-02
Verity & Verity, LLC
DECREASED53,54054,437-897-2%$8.6M$8.3M-$293.3K2026-10-23
Sherman Wealth Management LLC
INCREASED53,39252,428+964+2%$8.3M$8.3M+$1.3K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED52,49054,629-2,139-4%$8.6M$8.1M-$486.6K2026-11-05
JFS Wealth Advisors, LLC
DECREASED51,67551,849-1740%$8.2M$8.0M-$173.8K2026-11-03
Modera Wealth Management, LLC
DECREASED51,53451,778-2440%$8.2M$8.0M-$184.4K2026-10-28
Sigma Planning Corp
INCREASED51,38429,969+21,415+71%$4.7M$8.0M+$3.2M2026-10-23
J.W. Cole Advisors, Inc.
INCREASED50,96648,905+2,061+4%$7.7M$7.9M+$181.4K2026-11-05
Quadcap Wealth Management, LLC
DECREASED50,79351,652-859-2%$8.2M$7.9M-$279.9K2026-11-02
Sage Rhino Capital LLC
INCREASED49,41949,333+86+0%$7.8M$7.7M-$126.1K2026-10-28
Midwest Trust Co
DECREASED49,34650,412-1,066-2%$8.0M$7.7M-$308.1K2026-10-22
Atria Investments, Inc
INCREASED49,13047,035+2,095+4%$7.4M$7.6M+$192.0K2026-10-15
Gleason Group, Inc.
DECREASED48,67063,714-15,044-24%$10.1M$7.6M-$2.5M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED47,93847,433+505+1%$7.5M$7.4M-$55.8K2026-10-20
WealthPLAN Partners, LLC
INCREASED47,47346,309+1,164+3%$7.3M$7.4M+$49.7K2026-10-15
Global Strategic Investment Solutions, LLC
DECREASED47,30747,321-140%$7.5M$7.3M-$136.0K2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED47,06947,06900%$7.4M$7.3M-$133.2K2026-10-19
Biltmore Family Office, LLC
UNCHANGED46,96146,96100%$7.4M$7.3M-$132.9K2026-11-03
Telos Capital Management, Inc.
INCREASED46,77744,412+2,365+5%$7.0M$7.3M+$241.3K2026-11-02
Destiny Wealth Partners, LLC
INCREASED46,55728,505+18,052+63%$4.6M$7.6M+$3.0M2026-11-05
Allen Capital Group, LLC
INCREASED46,44844,995+1,453+3%$7.1M$7.2M+$98.2K2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED46,30647,471-1,165-2%$7.5M$7.2M-$315.2K2026-10-16
Arcataur Capital Management LLC
INCREASED46,12744,304+1,823+4%$7.0M$7.2M+$157.5K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED46,08246,08200%$7.3M$7.3M$02026-11-03
Kaizen Financial Strategies
INCREASED45,92839,687+6,241+16%$6.3M$7.1M+$848.0K2026-10-09
Apollon Wealth Management, LLC
INCREASED45,90644,087+1,819+4%$7.0M$7.1M+$157.7K2026-10-23
Cypress Wealth Services, LLC
INCREASED45,56744,777+790+2%$7.1M$7.2M+$140.4K2026-10-21
TritonPoint Partners, LLC
DECREASED44,58147,069-2,488-5%$7.4M$6.9M-$519.3K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
INCREASED43,84742,146+1,701+4%$6.7M$6.8M+$144.7K2026-10-08
Darrow Company, Inc.
DECREASED43,68044,266-586-1%$7.0M$6.8M-$216.0K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED43,56441,632+1,932+5%$6.6M$6.8M+$182.0K2026-11-04
Selby Wealth Management, LLC
INCREASED43,31942,232+1,087+3%$6.7M$6.7M+$49.1K2026-10-16
FFG Retirement Advisors LLC
INCREASED42,68042,609+71+0%$6.7M$6.6M-$109.6K2026-10-20
LifeGoal Investments, LLC
NEW42,344—+42,344——$6.6M—2026-10-09
Northstar Asset Management Co
DECREASED42,27542,395-1200%$6.9M$6.8M-$52.4K2026-10-22
Embree Financial Group
DECREASED42,14242,342-2000%$6.7M$6.5M-$150.9K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED42,09140,784+1,307+3%$6.4M$6.5M+$89.4K2026-10-30
MidAtlantic Capital Management, Inc.
DECREASED42,08344,330-2,247-5%$7.0M$6.5M-$474.2K2026-11-05
Catalyst Investment Management LLC
INCREASED41,70240,298+1,404+3%$6.4M$6.5M+$103.9K2026-10-21
Parallel Advisors, LLC
INCREASED41,64040,567+1,073+3%$6.4M$6.5M+$51.7K2026-11-03
Independence Bank of Kentucky
DECREASED40,51640,656-1400%$6.4M$6.3M-$136.8K2026-10-26
Gallagher Capital Advisors, LLC
DECREASED40,35840,478-1200%$6.4M$6.3M-$133.2K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED40,22440,041+183+0%$6.3M$6.2M-$84.8K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED40,15042,882-2,732-6%$6.8M$6.2M-$545.4K2026-10-23
RFG Advisory, LLC
INCREASED40,01939,022+997+3%$6.2M$6.2M+$44.3K2026-11-03
Clear Creek Financial Management, LLC
INCREASED39,9278,178+31,749+388%$1.3M$6.2M+$4.9M2026-10-28
Accel Wealth Management
INCREASED39,55039,373+177+0%$6.2M$6.1M-$83.8K2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED39,51639,351+165+0%$6.2M$6.1M-$85.8K2026-10-13
Flywheel Private Wealth LLC
DECREASED39,42441,220-1,796-4%$6.5M$6.1M-$395.4K2026-11-02
Dumont & Blake Investment Advisors LLC
DECREASED39,34239,501-1590%$6.2M$6.1M-$136.4K2026-10-28
Meridian Wealth Management, LLC
INCREASED39,05235,745+3,307+9%$5.6M$6.1M+$412.3K2026-11-05
Rosenberg Matthew Hamilton
DECREASED38,92039,417-497-1%$6.2M$6.0M-$188.7K2026-10-05
Parsons Capital Management Inc
INCREASED38,67137,679+992+3%$6.0M$6.0M+$47.4K2026-10-28
Trinity Financial Advisors LLC
DECREASED38,44439,242-798-2%$6.2M$6.0M-$235.0K2026-10-09
Busey Bank
DECREASED38,17639,545-1,369-3%$6.2M$5.9M-$324.4K2026-10-26
Parkside Financial Bank & Trust
DECREASED36,81837,103-285-1%$5.9M$5.7M-$149.3K2026-10-27
Sapient Capital LLC
INCREASED36,78431,540+5,244+17%$5.0M$5.7M+$724.7K2026-10-08
Blake Schutter Theil Wealth Advisors, LLC
DECREASED36,76937,645-876-2%$5.9M$5.7M-$242.5K2026-11-02
Diversify Advisory Services, LLC
DECREASED36,71037,453-743-2%$6.1M$5.9M-$222.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED36,71037,453-743-2%$6.1M$5.9M-$222.2K2026-10-20
Oxler Private Wealth LLC
INCREASED36,50436,363+141+0%$5.7M$5.7M-$81.0K2026-10-21
Union Savings Bank
DECREASED36,48537,688-1,203-3%$6.0M$5.7M-$293.4K2026-10-14
Wealth Advisory Team LLC
DECREASED35,89935,949-500%$5.7M$5.6M-$109.4K2026-11-05
waypoint wealth counsel
INCREASED35,89135,411+480+1%$5.6M$5.6M-$25.8K2026-10-22
HUB Investment Partners, LLC
DECREASED35,45436,485-1,031-3%$5.8M$5.5M-$263.3K2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED34,99736,369-1,372-4%$5.7M$5.4M-$315.9K2026-11-04
Clear Harbor Asset Management, LLC
DECREASED34,94137,696-2,755-7%$6.0M$5.4M-$534.3K2026-11-05
Oasis Advisors, LLC
INCREASED34,91117,313+17,598+102%$2.7M$5.4M+$2.7M2026-10-16
Legacy Advisors, LLC
UNCHANGED34,87534,87500%$5.5M$5.4M-$98.7K2026-10-19
Sweeney & Michel, LLC
DECREASED34,76437,479-2,715-7%$6.2M$5.4M-$812.2K2026-10-16
Means Investment Co., Inc.
DECREASED34,38237,728-3,346-9%$6.0M$5.3M-$626.1K2026-11-03
McNaughton Wealth Management, LLC
DECREASED34,27034,381-1110%$5.4M$5.3M-$114.5K2026-10-09
Ritholtz Wealth Management
INCREASED34,25730,044+4,213+14%$4.7M$5.3M+$568.8K2026-11-05
AGF Management LTD
DECREASED34,22635,466-1,240-3%$5.6M$5.3M-$292.8K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED33,99933,291+708+2%$5.3M$5.3M+$15.6K2026-10-13
Scott Capital Advisors, LLC
INCREASED33,74713,992+19,755+141%$2.2M$5.3M+$3.1M2026-10-13
StoneX Group Inc.
DECREASED33,43234,192-760-2%$5.4M$5.2M-$202.6K2026-11-03
Climber Capital SA
DECREASED33,36733,405-380%$5.1M$4.7M-$345.2K2026-10-20
Ironsides Asset Advisors, LLC
INCREASED33,24433,240+4+0%$5.3M$5.2M-$93.4K2026-10-20
Armstrong Advisory Group, Inc
INCREASED33,22033,189+31+0%$5.2M$5.2M-$89.1K2026-10-09
CX Institutional
DECREASED33,15333,267-1140%$5.3K$5.1K-$1122026-10-02
Black Diamond Financial, LLC
INCREASED32,54731,375+1,172+4%$5.0M$5.1M+$93.2K2026-10-26
Uptick Partners, LLC
DECREASED32,53434,011-1,477-4%$5.4M$5.0M-$325.4K2026-11-04
Breakwater Investment Management
DECREASED32,43137,017-4,586-12%$5.8M$5.0M-$816.5K2026-10-20
Exchange Traded Concepts, LLC
INCREASED32,39532,173+222+1%$5.1M$5.0M-$56.6K2026-10-28
Etesian Wealth Advisors, Inc.
DECREASED32,26232,323-610%$5.1M$5.0M-$100.9K2026-10-27
Fiduciary Advisors, Inc.
INCREASED32,04131,147+894+3%$4.9M$5.0M+$50.6K2026-10-16
TFB Advisors LLC
INCREASED32,02029,787+2,233+8%$4.7M$5.0M+$262.3K2026-11-02
Rockland Trust Co
DECREASED32,00032,490-490-2%$5.1M$5.0M-$168.0K2026-10-05
Navigation Group, LLC
INCREASED31,88431,706+178+1%$5.0M$4.9M-$62.1K2026-10-28
Wedmont Private Capital
DECREASED31,86132,269-408-1%$5.2M$5.0M-$155.2K2026-10-09
Indivisible Partners
INCREASED31,81220,274+11,538+57%$3.2M$4.9M+$1.7M2026-10-26
Choreo, LLC
INCREASED31,78328,672+3,111+11%$4.5M$4.9M+$401.8K2026-10-28
Omni 360 Wealth, Inc.
DECREASED31,46431,583-1190%$5.0M$4.9M-$107.9K2026-10-13
Pacific Center for Financial Services
DECREASED31,34435,320-3,976-11%$5.6M$4.9M-$717.1K2026-10-15
Atticus Wealth Management, LLC
INCREASED30,57830,501+77+0%$4.8M$4.7M-$74.4K2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED30,38030,330+50+0%$4.8M$4.7M-$78.0K2026-10-19
United Community Bank
INCREASED30,32326,058+4,265+16%$4.1M$4.7M+$588.2K2026-10-28
Ayalon Insurance Comp Ltd.
UNCHANGED30,23630,23600%$4.8K$4.7K-$852026-10-08
Friday Financial
INCREASED30,2083,499+26,709+763%$562.1K$4.7M+$4.1M2026-10-09
Avantax Planning Partners, Inc.
DECREASED30,19358,200-28,007-48%$9.2M$4.7M-$4.5M2026-11-03
Infinity Wealth Counsel, LLC
INCREASED30,04529,725+320+1%$4.7M$4.7M-$34.5K2026-10-15
Perigon Wealth Management, LLC
INCREASED29,66127,370+2,291+8%$4.3M$4.6M+$278.0K2026-10-22
Simon Quick Advisors, LLC
INCREASED29,65728,718+939+3%$4.5M$4.6M+$64.5K2026-10-26
Chicago Partners Investment Group LLC
DECREASED28,99429,410-416-1%$4.7M$4.7M-$60.7K2026-10-27
Rossby Financial, LCC
INCREASED28,97816,247+12,731+78%$2.6M$4.5M+$1.9M2026-11-05
Corda Investment Management, Llc.
DECREASED28,79531,254-2,459-8%$4.9M$4.5M-$470.0K2026-10-22
Forza Wealth Management, LLC
DECREASED28,03228,747-715-2%$4.5M$4.4M-$192.3K2026-10-20
Pekin Hardy Strauss, Inc.
DECREASED27,83728,363-526-2%$4.5M$4.3M-$162.0K2026-11-02
Triangle Securities Wealth Management
DECREASED27,81228,357-545-2%$4.5M$4.3M-$164.8K2026-10-14
First Citizens Bank & Trust Co
DECREASED27,78629,577-1,791-6%$4.7M$4.3M-$361.7K2026-10-14
Everett Harris & Co
INCREASED27,76126,702+1,059+4%$4.2M$4.3M+$88.7K2026-10-28
Trust Co of Vermont
DECREASED27,76127,803-420%$4.4M$4.3M-$85.2K2026-10-21
Sowell Financial Services LLC
INCREASED27,71127,456+255+1%$4.3M$4.3M-$38.1K2026-10-23
Convergence Financial, LLC
NEW27,634—+27,634——$4.3M—2026-10-27
Riverbend Wealth Management, LLC
INCREASED27,57820,544+7,034+34%$3.2M$4.3M+$1.0M2026-10-15
Richard C. Young & Co., Ltd.
DECREASED27,54728,272-725-3%$4.5M$4.3M-$192.6K2026-11-04
Wealth Management Partners, LLC
DECREASED27,54128,105-564-2%$4.4M$4.3M-$167.0K2026-10-21
Hippocratic Financial Advisors, LLC
DECREASED27,26128,564-1,303-5%$4.5M$4.2M-$283.0K2026-10-13
LifeSteps Financial, Inc.
DECREASED27,25028,617-1,367-5%$4.5M$4.2M-$293.3K2026-10-15
Victory Financial Group, LLC
INCREASED27,19826,542+656+2%$4.2M$4.2M+$26.8K2026-10-27
StrongBox Wealth, LLC
INCREASED27,15326,890+263+1%$4.2M$4.2M-$35.3K2026-11-02
71 West Capital Partners
UNCHANGED27,05727,05700%$4.3M$4.2M-$76.6K2026-11-04
Asset One Wealth Management LLC
INCREASED26,5143,974+22,540+567%$636.3K$4.1M+$3.5M2026-11-02
Wilkins Miller Wealth Management, LLC
INCREASED26,29125,752+539+2%$4.1M$4.1M+$10.8K2026-10-13
Trust Co
DECREASED26,24730,599-4,352-14%$4.8M$4.1M-$762.0K2026-10-09
Maseco LLP
DECREASED26,22727,979-1,752-6%$4.4M$4.1M-$350.9K2026-10-27
Harbor Investment Advisory, LLC
INCREASED25,88822,499+3,389+15%$3.6M$4.0M+$462.3K2026-10-13
Guyasuta Investment Advisors Inc
DECREASED25,82025,895-750%$4.1M$4.0M-$84.9K2026-10-15
Culbertson A N & Co Inc
DECREASED25,71326,008-295-1%$4.1M$4.0M-$119.4K2026-10-21
New England Private Wealth Advisors LLC
DECREASED25,64626,736-1,090-4%$4.3M$4.0M-$320.7K2026-10-19
Advisor OS, LLC
INCREASED25,44525,233+212+1%$4.0M$3.9M-$38.5K2026-11-03
Dodds Wealth, LLC
INCREASED25,33225,267+65+0%$4.0M$3.9M-$61.3K2026-11-02
Confluence Wealth Services, Inc.
INCREASED25,31725,259+58+0%$4.0M$3.9M-$62.6K2026-11-05
MGO One Seven LLC
DECREASED25,27326,840-1,567-6%$4.2M$3.9M-$318.9K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED25,23123,955+1,276+5%$3.8M$3.9M+$130.2K2026-10-14
Manchester Capital Management LLC
DECREASED25,19725,767-570-2%$4.1M$3.9M-$161.4K2026-10-22
Sunburst Financial Group, LLC
DECREASED25,16125,461-300-1%$4.0M$3.9M-$118.6K2026-10-09
Sara-Bay Financial
INCREASED25,06924,595+474+2%$3.9M$3.9M+$4.0K2026-10-21
Delta Financial Advisors LLC
UNCHANGED25,00425,00400%$4.0M$3.9M-$70.8K2026-10-27
Schuylkill Financial LLC
DECREASED24,57324,636-630%$3.9M$3.8M-$79.6K2026-10-21
Citizens Financial Group Inc
DECREASED24,51624,566-500%$3.9M$3.8M-$77.4K2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED24,09724,341-244-1%$3.8M$3.7M-$106.8K2026-11-02
GC Wealth Management RIA, LLC
INCREASED24,08523,999+86+0%$3.8M$3.7M-$54.6K2026-11-02
Cullen T Bankers, Inc.
INCREASED23,95121,939+2,012+9%$3.5M$3.7M+$250.1K2026-10-28
Arsenal Capital Advisors LLC
INCREASED23,78522,258+1,527+7%$3.5M$3.7M+$174.0K2026-11-02
Daymark Wealth Partners, LLC
INCREASED23,72823,123+605+3%$3.7M$3.7M+$28.4K2026-11-04
CDM Financial Counseling Services, Inc.
DECREASED23,53023,768-238-1%$3.8M$3.7M-$104.0K2026-10-15
Mainsail Asset Management, LLC
INCREASED23,37423,314+60+0%$3.7M$3.7M-$32.2K2026-10-14
CGN Advisors LLC
INCREASED23,32722,977+350+2%$3.6M$3.6M-$10.6K2026-10-21
Private Trust Co NA
DECREASED23,20323,510-307-1%$3.7M$3.6M-$114.2K2026-10-20
Grimes & Co Wealth Management, LLC
INCREASED23,17322,874+299+1%$3.6M$3.6M-$18.3K2026-10-29
Davidson Trust Co
DECREASED23,13323,233-1000%$3.7M$3.6M-$81.0K2026-10-09
Bangor Savings Bank
INCREASED23,10321,337+1,766+8%$3.4M$3.6M+$213.7K2026-10-06
LightSquare Wealth Management, LLC
DECREASED22,99125,819-2,828-11%$4.1M$3.6M-$512.0K2026-11-03
Cambridge Capital Management, LLC
DECREASED22,93723,050-1130%$3.6M$3.6M-$82.8K2026-10-19
Brighton Jones LLC
INCREASED22,76721,185+1,582+7%$3.3M$3.5M+$185.7K2026-11-03
Hickory Point Bank & Trust
INCREASED22,31121,539+772+4%$3.4M$3.5M+$58.9K2026-10-01
Bison Wealth, LLC
DECREASED22,24925,611-3,362-13%$4.1M$3.5M-$558.4K2026-10-13
Capital Investment Advisors, LLC
INCREASED21,78521,059+726+3%$3.3M$3.4M+$53.1K2026-10-22
Mechanics Bank Trust Department
INCREASED21,72521,341+384+2%$3.4M$3.4M-$7982026-10-13
Stackstone Wealth, LLC
NEW21,680—+21,680——$3.4M—2026-10-19
Focused Alpha, LLC
INCREASED21,63521,258+377+2%$3.4M$3.4M-$1.6K2026-10-20
Diversified Portfolios, Inc.
DECREASED21,62621,791-165-1%$3.4M$3.4M-$87.3K2026-11-04
Connecticut Wealth Management, LLC
INCREASED21,61921,440+179+1%$3.4M$3.4M-$32.8K2026-10-13
Oppenheimer & Co Inc
INCREASED21,53220,542+990+5%$3.2M$3.3M+$95.5K2026-10-26
Kohmann Bosshard Financial Services, LLC
UNCHANGED21,51321,51300%$3.4M$3.3M-$60.9K2026-11-04
Larson Financial Group LLC
DECREASED21,49222,102-610-3%$3.5M$3.3M-$157.3K2026-11-05
Koshinski Asset Management, Inc.
DECREASED21,38321,826-443-2%$3.4M$3.3M-$130.5K2026-10-29
Eukles Asset Management
INCREASED21,16619,253+1,913+10%$3.0M$3.3M+$242.4K2026-11-04
Colony Family Offices, LLC
INCREASED20,88915,218+5,671+37%$2.4M$3.2M+$837.1K2026-10-22
Montecito Bank & Trust
INCREASED20,80820,798+10+0%$3.3M$3.2M-$57.3K2026-10-01
International Assets Investment Management, LLC
DECREASED20,69620,722-260%$3.3M$3.2M-$63.8K2026-11-02
Livet Wealth, LLC
DECREASED20,50720,675-168-1%$3.3M$3.2M-$84.5K2026-10-27
Platform Technology Partners
DECREASED20,32021,709-1,389-6%$3.4M$3.2M-$277.1K2026-11-02
First County Bank
INCREASED20,30620,228+78+0%$3.2M$3.2M-$45.1K2026-10-13
Patten Group, Inc.
DECREASED19,63820,620-982-5%$3.3M$3.0M-$210.8K2026-10-26
Hyposwiss Advisors SA
DECREASED19,59021,870-2,280-10%$3.5M$3.0M-$415.7K2026-10-26
New Covenant Trust Company, N.A.
UNCHANGED19,54419,54400%$3.1M$3.0M-$55.3K2026-10-08
Decker Retirement Planning Inc.
INCREASED19,50119,468+33+0%$3.1M$3.0M-$50.0K2026-10-19
M.E. Allison & Co., Inc.
INCREASED19,38719,194+193+1%$3.0M$3.0M-$24.5K2026-10-09
Obermeyer Wealth Partners
UNCHANGED19,17519,17500%$3.0M$3.0M-$54.3K2026-10-21
Investment Management Corp
INCREASED19,10118,526+575+3%$2.9M$3.0M+$36.8K2026-11-03
Capital Advantage, Inc.
INCREASED19,01717,815+1,202+7%$2.8M$3.0M+$136.1K2026-10-14
Sageworth Trust Co
UNCHANGED18,94418,94400%$3.0M$2.9M-$53.6K2026-10-30
Old Port Advisors
DECREASED18,91919,418-499-3%$3.1M$2.9M-$132.4K2026-10-23
Hicks Capital Management LLC
UNCHANGED18,89718,89700%$3.0M$3.0M$02026-10-20
Financial Planning Hawaii, Inc.
DECREASED18,88219,473-591-3%$3.1M$2.9M-$146.8K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED18,48119,934-1,453-7%$3.2M$2.9M-$281.9K2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED18,47417,142+1,332+8%$2.7M$2.9M+$158.2K2026-10-19
Lynx Investment Advisory
DECREASED18,44818,996-548-3%$3.0M$2.9M-$138.9K2026-10-27
Independent Wealth Network Inc.
DECREASED18,41418,717-303-2%$3.0M$2.9M-$100.0K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED18,22717,442+785+5%$2.8M$2.8M+$72.5K2026-10-08
Plan Group Financial, LLC
INCREASED18,1212,671+15,450+578%$422.1K$2.9M+$2.5M2026-10-22
Auour Investments LLC
INCREASED18,10317,737+366+2%$2.8M$2.8M+$6.7K2026-10-28
Carnegie Investment Counsel
DECREASED18,09918,386-287-2%$2.9M$2.8M-$96.5K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED18,03319,013-980-5%$3.0M$2.8M-$205.9K2026-10-20
Precedent Wealth Partners, LLC
INCREASED18,02516,935+1,090+6%$2.7M$2.8M+$121.2K2026-10-21
Vicus Capital
DECREASED17,97117,986-150%$2.8M$2.8M-$53.2K2026-11-05
Thrive Capital Management, LLC
INCREASED17,86917,756+113+1%$2.8M$2.8M-$32.8K2026-10-28
Capital City Trust Co
INCREASED17,61917,545+74+0%$2.8M$2.7M-$38.2K2026-10-22
1900 Wealth Management LLC
DECREASED17,59718,352-755-4%$2.9M$2.7M-$169.1K2026-10-13
Investors Asset Management of Georgia Inc
DECREASED17,55317,593-400%$2.8M$2.7M-$56.1K2026-10-20
Prospera Financial Services Inc
DECREASED17,47433,706-16,232-48%$5.3M$2.9M-$2.5M2026-11-04
TD Waterhouse Canada Inc.
INCREASED17,43215,076+2,356+16%$2.4M$2.7M+$322.9K2026-10-16
Kuhn & Co Investment Counsel
DECREASED17,42817,498-700%$2.8M$2.7M-$60.4K2026-10-29
My Personal CFO, LLC
INCREASED17,38016,777+603+4%$2.7M$2.7M+$46.2K2026-10-14
Collective Family Office LLC
INCREASED17,32316,828+495+3%$2.7M$2.7M+$29.2K2026-10-05
Advocate Investing Services LLC
DECREASED17,19318,639-1,446-8%$2.9M$2.7M-$277.2K2026-10-26
Blankinship & Foster, LLC
UNCHANGED17,17017,17000%$2.7M$2.7M-$48.6K2026-10-19
Clarity Capital Advisors, LLC
INCREASED17,10217,055+47+0%$2.7M$2.7M-$40.9K2026-10-27
Rockingstone Advisors LLC
UNCHANGED16,97716,97700%$2.7M$2.6M-$48.0K2026-10-16
Flagstar Securities, Inc
DECREASED16,84717,018-171-1%$2.7M$2.6M-$74.7K2026-10-15
North Star Investment Management Corp.
INCREASED16,72316,287+436+3%$2.6M$2.6M+$21.5K2026-10-27
Bigelow Investment Advisors, LLC
INCREASED16,69616,173+523+3%$2.6M$2.6M+$35.4K2026-10-13
Howland Capital Management LLC
UNCHANGED16,69416,69400%$2.6M$2.6M-$47.2K2026-10-22
Winthrop Advisory Group LLC
INCREASED16,6518,095+8,556+106%$1.3M$2.6M+$1.3M2026-10-22
Stevens Capital Partners
INCREASED16,63013,577+3,053+22%$2.1M$2.6M+$435.4K2026-10-29
Capital Squared Financial LLC
INCREASED16,59314,641+1,952+13%$2.3M$2.6M+$261.5K2026-10-30
Royal Fund Management, LLC
INCREASED16,34115,640+701+4%$2.5M$2.5M+$64.5K2026-10-22
Antonelli Financial Advisors, LLC
DECREASED16,21116,305-94-1%$2.6M$2.5M-$61.0K2026-10-13
Ascent Group, LLC
DECREASED16,18716,202-150%$2.6M$2.5M-$48.1K2026-10-30
Prudent Man Advisors, LLC
DECREASED16,13616,150-140%$2.6M$2.5M-$47.9K2026-11-03
Hegarty Advisors, LLC
DECREASED16,04516,787-742-4%$2.7M$2.5M-$162.6K2026-10-20
Compass Ion Advisors, LLC
DECREASED16,02816,119-91-1%$2.5M$2.5M-$59.8K2026-10-23
Weaver Consulting Group
INCREASED15,99415,992+2+0%$2.5M$2.5M-$44.9K2026-10-07
InvesTrust
DECREASED15,54815,579-310%$2.5M$2.4M-$48.9K2026-10-14
Ashton Thomas Private Wealth, LLC
INCREASED15,31615,021+295+2%$2.4M$2.4M+$4.0K2026-11-03
First Merchants Corp
DECREASED15,27715,582-305-2%$2.5M$2.4M-$91.4K2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED15,24713,371+1,876+14%$2.1M$2.4M+$253.3K2026-11-02
Financial Enhancement Group LLC
DECREASED15,10415,239-135-1%$2.4M$2.4M-$30.1K2026-10-08
Financial Insights, Inc.
INCREASED15,08914,068+1,021+7%$2.2M$2.3M+$118.6K2026-10-27
Cornerstone Wealth Management, LLC
DECREASED15,05216,050-998-6%$2.5M$2.3M-$200.4K2026-11-04
Mather Group, Llc.
INCREASED15,04214,979+63+0%$2.4M$2.3M-$32.7K2026-10-14
Gerald Baker Financial Group LLC
INCREASED14,90314,148+755+5%$2.2M$2.3M+$77.3K2026-10-09
Brighton Securities Corp.
INCREASED14,83214,723+109+1%$2.3M$2.3M-$24.8K2026-10-08
Essex Bank
DECREASED14,78515,255-470-3%$2.4M$2.3M-$116.1K2026-10-16
W Advisors, LLC
INCREASED14,76513,764+1,001+7%$2.2M$2.3M+$116.4K2026-11-02
Centurion Wealth Management LLC
DECREASED14,73714,889-152-1%$2.4M$2.3M-$65.8K2026-10-13
SP Asset Management LLC
DECREASED14,72215,570-848-5%$2.5M$2.3M-$175.8K2026-11-05
Investmark Advisory Group LLC
INCREASED14,55114,548+3+0%$2.3M$2.3M-$40.7K2026-10-27
Amicus Financial Advisors, LLC
INCREASED14,51514,467+48+0%$2.3M$2.3M-$33.5K2026-11-03
FF Advisors,LLC
UNCHANGED14,47714,47700%$2.3M$2.2M-$41.0K2026-10-21
RM Financial Services, LLC
INCREASED14,37613,812+564+4%$2.2M$2.2M+$48.4K2026-11-03
Fulton Bank, N.A.
INCREASED14,36312,714+1,649+13%$2.0M$2.2M+$219.9K2026-10-14
Verus Capital Partners, LLC
INCREASED14,16314,065+98+1%$2.2M$2.2M-$24.5K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED14,15714,852-695-5%$2.3M$2.2M-$149.9K2026-10-22
Junk Investment Group, LLC
INCREASED14,06713,833+234+2%$2.2M$2.2M-$2.8K2026-10-19
Lodestar Private Asset Management LLC
DECREASED14,05115,225-1,174-8%$2.4M$2.2M-$225.3K2026-10-26
Citizens National Bank Trust Department
INCREASED14,05114,018+33+0%$2.2M$2.2M-$34.6K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED14,0009,000+5,000+56%$1.4M$2.2M+$750.5K2026-10-29
R. W. Roge & Company, Inc.
DECREASED13,99314,086-93-1%$2.2M$2.2K-$2.2M2026-11-04
Trilogy Capital Inc.
DECREASED13,98514,581-596-4%$2.3M$2.2M-$133.7K2026-10-20
Bensler, LLC
DECREASED13,90214,882-980-7%$2.4M$2.2M-$194.3K2026-11-05
Lanark Financial, Inc.
INCREASED13,85911,615+2,244+19%$1.8M$2.2M+$315.3K2026-10-26
TME Financial, Inc.
INCREASED13,75213,292+460+3%$2.1M$2.1M+$33.9K2026-10-14
Visionary Wealth Advisors
DECREASED13,66513,754-89-1%$2.2M$2.1M-$52.8K2026-11-04
ZWJ Investment Counsel Inc
INCREASED13,55913,000+559+4%$2.1M$2.1M+$50.0K2026-10-15
Fonville Wealth Management LLC
DECREASED13,52913,857-328-2%$2.2M$2.1M-$90.2K2026-10-28
Monetary Solutions, Ltd
INCREASED13,47411,580+1,894+16%$1.8M$2.1M+$261.2K2026-10-22
Joseph Group Capital Management
DECREASED13,41914,496-1,077-7%$2.3M$2.1M-$208.2K2026-11-04
CRA Financial Services, LLC
DECREASED13,40013,550-150-1%$2.1M$2.1M-$61.6K2026-10-16
Aspiriant, LLC
INCREASED13,14512,287+858+7%$1.9M$2.0M+$98.4K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED12,98824,563-11,575-47%$3.9M$2.0M-$1.9M2026-10-13
Formidable Asset Management, LLC
DECREASED12,91613,385-469-3%$2.0M$2.0M+$58.8K2026-11-03
21 West Wealth Management LLC
INCREASED12,84412,638+206+2%$2.0M$2.0M-$3.8K2026-10-13
Moran Wealth Management, LLC
INCREASED12,83710,652+2,185+21%$1.7M$2.0M+$308.9K2026-10-22
Opinicus Capital, Inc.
INCREASED12,80712,772+35+0%$2.0M$2.0M-$30.7K2026-10-28
Wealth Management Nebraska
DECREASED12,73212,786-540%$2.0M$2.0M-$44.4K2026-10-26
Wedbush Securities Inc
DECREASED12,69912,955-256-2%$2.0M$2.0K-$2.0M2026-10-22
Asset Dedication, LLC
INCREASED12,62410,758+1,866+17%$1.7M$2.0M+$259.2K2026-11-03
Founders Financial Securities LLC
DECREASED12,54413,104-560-4%$2.1M$1.9M-$124.0K2026-10-28
Beacon Financial Advisory LLC
DECREASED12,48412,530-460%$2.0M$1.9M-$42.6K2026-10-16
Gables Capital Management Inc.
UNCHANGED12,31712,31700%$1.9M$1.9M-$34.9K2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED12,28612,268+18+0%$1.9M$1.9M-$31.9K2026-10-27
Creekside Partners
DECREASED12,23913,984-1,745-12%$2.2M$1.9M-$310.5K2026-11-04
LongView Wealth Management
INCREASED12,20511,298+907+8%$1.8M$1.9M+$108.8K2026-10-19
Sagace Wealth Management LLC
INCREASED12,18411,940+244+2%$1.9M$1.9M+$4.1K2026-10-28
Compound Planning, Inc.
INCREASED12,15911,733+426+4%$1.9M$1.9M+$32.9K2026-11-05
Signal Advisors Wealth, LLC
INCREASED12,1238,436+3,687+44%$1.3M$1.9M+$548.4K2026-10-13
Rossmore Private Capital
INCREASED12,07911,079+1,000+9%$1.8M$1.9M+$123.8K2026-10-27
John W. Brooker & Co., CPAs
INCREASED11,96111,908+53+0%$1.9M$1.9M-$25.4K2026-10-21
Signaturefd, LLC
INCREASED11,74611,622+124+1%$1.8M$1.8M-$13.7K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED11,73511,549+186+2%$1.8M$1.8M-$3.8K2026-11-04
Accurate Wealth Management, LLC
INCREASED11,7149,476+2,238+24%$1.5M$1.9M+$337.7K2026-10-20
Spire Wealth Management
INCREASED11,59911,011+588+5%$1.7M$1.8M+$60.1K2026-10-30
Fiduciary Alliance LLC
INCREASED11,57711,090+487+4%$1.8M$1.8M+$44.1K2026-10-13
Covestor Ltd
INCREASED11,55711,510+47+0%$1.8M$1.8K-$1.8M2026-10-30
Armor Investment Advisors, LLC
DECREASED11,51711,682-165-1%$1.8M$1.8M-$58.7K2026-10-27
KCM Investment Advisors LLC
INCREASED11,47111,379+92+1%$1.8M$1.8M-$17.9K2026-10-27
Fulcrum Capital LLC
INCREASED11,35610,765+591+5%$1.7M$1.8M+$61.2K2026-10-15
Mascagni Wealth Management, Inc.
INCREASED11,29011,267+23+0%$1.8M$1.8M-$28.3K2026-10-23
McClarren Financial Advisors, Inc.
DECREASED11,26511,729-464-4%$1.9M$1.7M-$105.2K2026-10-15
Balboa Wealth Partners
DECREASED11,17511,240-65-1%$1.8M$1.7M-$41.9K2026-10-20
Columbus Macro, LLC
INCREASED11,12911,068+61+1%$1.7M$1.7M-$21.9K2026-10-14
MW Advisory, LLC
DECREASED11,08011,462-382-3%$1.8M$1.7M-$91.7K2026-10-19
Blueprint Investment Partners LLC
INCREASED11,05310,375+678+7%$1.6M$1.7M+$75.9K2026-10-28
Portland Financial Advisors Inc
DECREASED10,93811,004-66-1%$1.7M$1.7M-$41.4K2026-10-26
Cambridge Financial Group, LLC
UNCHANGED10,84110,84100%$1.7M$1.7M$02026-10-06
Great Diamond Partners, LLC
INCREASED10,77210,172+600+6%$1.6M$1.7M+$64.3K2026-10-13
Mraz, Amerine & Associates, Inc.
DECREASED10,74411,379-635-6%$1.8M$1.7M-$130.8K2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED10,67011,054-384-3%$1.7M$1.7M-$91.0K2026-10-22
Cypress Point Wealth Management, LLC
UNCHANGED10,60010,60000%$1.7M$1.6M-$30.0K2026-11-03
Elevatus Welath Management
INCREASED10,55010,010+540+5%$1.6M$1.6M+$55.5K2026-10-19
Fifth Third Securities, Inc.
INCREASED10,4727,998+2,474+31%$1.3M$1.6M+$361.3K2026-10-21
Fairscale Capital, LLC
DECREASED10,20811,284-1,076-10%$1.8M$1.7M-$111.8K2026-11-04
Investment Management Trust, LLC
DECREASED10,17110,273-102-1%$1.6M$1.6M-$44.8K2026-11-05
Macco Financial Group, Inc.
INCREASED10,1507,211+2,939+41%$1.1M$1.6M+$435.7K2026-11-05
Valley National Advisers Inc
INCREASED10,14810,062+86+1%$1.6M$1.6M-$15.1K2026-10-23
Nilsine Partners, LLC
UNCHANGED10,13710,13700%$1.6M$1.6M-$28.7K2026-11-02
PUREfi Wealth, LLC
INCREASED10,12510,069+56+1%$1.6M$1.6M-$19.8K2026-10-19
Finward Bancorp
INCREASED10,0999,958+141+1%$1.6M$1.6M-$6.3K2026-10-14
Blueprint Financial Advisors LLC
NEW10,080—+10,080——$1.6M—2026-10-28
Burkett Financial Services, LLC
DECREASED9,95510,412-457-4%$1.6M$1.5M-$100.4K2026-10-01
APS Management Group, Inc.
DECREASED9,94813,686-3,738-27%$2.2M$1.5M-$618.9K2026-10-14
Cornerstone Wealth Group, LLC
INCREASED9,9359,833+102+1%$1.6M$1.5M-$12.1K2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED9,8759,940-65-1%$1.6M$1.5M-$38.3K2026-10-21
3 Factor Indexing, LLC
UNCHANGED9,8759,87500%$1.6M$1.5M-$27.9K2026-10-15
Arwa LLC
DECREASED9,85011,888-2,038-17%$1.9M$1.6M-$344.9K2026-10-21
Badgley Phelps Wealth Managers, LLC
INCREASED9,7618,555+1,206+14%$1.4M$1.5M+$163.0K2026-10-22
GreatBanc Trust Co
DECREASED9,7559,805-50-1%$1.5M$1.5M-$35.5K2026-11-04
Sage Investment Advisers LLC
INCREASED9,6969,541+155+2%$1.5M$1.5M-$2.8K2026-10-21
Koenig Investment Advisory, LLC
INCREASED9,6663,687+5,979+162%$582.7K$1.5M+$917.5K2026-10-09
SRH Advisors, LLC
INCREASED9,6139,302+311+3%$1.5M$1.5M+$21.8K2026-10-22
Huntleigh Advisors, Inc.
INCREASED9,6019,572+29+0%$1.5M$1.5M-$22.6K2026-11-03
Wesbanco Bank Inc
DECREASED9,57818,693-9,115-49%$3.0M$1.5M-$1.5M2026-11-04
Plancorp, LLC
DECREASED9,5519,554-30%$1.5M$1.6M+$27.0K2026-11-03
Bell Bank
INCREASED9,5199,365+154+2%$1.5M$1.5M-$2.6K2026-10-21
Madrid Wealth Management, LLC
INCREASED9,4578,382+1,075+13%$1.3M$1.5M+$143.1K2026-10-23
Brandywine OAK Private Wealth LLC
UNCHANGED9,4349,43400%$1.5M$1.5M-$26.7K2026-10-23
NWF Advisory Services Inc.
DECREASED9,40610,049-643-6%$1.6M$1.5M-$128.3K2026-10-19
Richardson Capital Management LLC
INCREASED9,3523,744+5,608+150%$591.7K$1.5M+$859.7K2026-10-23
Liberty Capital Management, Inc.
UNCHANGED9,3339,33300%$1.5M$1.4M-$26.4K2026-11-02
Duncker Streett & Co Inc
INCREASED9,2979,262+35+0%$1.5M$1.4M-$20.8K2026-10-27
Lazari Capital Management, Inc.
DECREASED9,2929,929-637-6%$1.6M$1.4M-$126.9K2026-10-20
Klingman & Associates, LLC
UNCHANGED9,2649,26400%$1.5M$1.4M-$26.2K2026-10-20
3Chopt Investment Partners, LLC
DECREASED9,2269,384-158-2%$1.5M$1.4M-$51.1K2026-10-30
Moneco Advisors, LLC
DECREASED9,1979,399-202-2%$1.5M$1.4M-$58.0K2026-11-05
Highland Financial Advisors, LLC
INCREASED9,1439,138+5+0%$1.4M$1.4M-$25.1K2026-10-19
BG Investment Services, LLC
INCREASED9,0778,078+999+12%$1.3M$1.4M+$132.1K2026-10-23
Seek First Inc.
DECREASED9,0269,435-409-4%$1.5M$1.4M-$90.1K2026-10-27
Valeo Financial Advisors, LLC
INCREASED9,0208,856+164+2%$1.4M$1.4M+$4672026-10-08
Values Added Financial LLC
DECREASED8,9779,210-233-3%$1.5M$1.4M-$62.2K2026-10-28
Integral Investment Advisors, Inc.
INCREASED8,9708,840+130+1%$1.4M$1.4M-$4.8K2026-11-03
Pennsylvania Capital Management Inc
DECREASED8,9128,976-64-1%$1.4M$1.4M-$35.3K2026-11-05
Strategic Blueprint, LLC
INCREASED8,8988,521+377+4%$1.3M$1.4M+$34.4K2026-10-22
Magnus Financial Group LLC
INCREASED8,8628,829+33+0%$1.4M$1.4M-$19.9K2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED8,8509,057-207-2%$1.4M$1.4M-$57.7K2026-10-15
Aspen Investment Management Inc
UNCHANGED8,7158,71500%$1.4K$1.4K-$242026-11-05
Glass Jacobson Investment Advisors llc
DECREASED8,7128,812-100-1%$1.4M$1.4M-$40.5K2026-10-26
Legacies Wealth LLC
UNCHANGED8,7098,70900%$1.4M$1.4M-$24.6K2026-11-02
Northcape Wealth Management, LLC
DECREASED8,68611,377-2,691-24%$1.8M$1.3M-$450.0K2026-11-04
Axxcess Wealth Management, LLC
DECREASED8,60076,795-68,195-89%$12.1M$1.3M-$10.8M2026-10-21
Stonebridge Financial Group, LLC
DECREASED8,5218,641-120-1%$1.4M$1.3M-$43.1K2026-10-01
Sage Capital Advisors,llc
INCREASED8,5148,405+109+1%$1.3M$1.3M-$7.0K2026-10-13
Winebrenner Capital Management LLC
INCREASED8,4968,242+254+3%$1.3M$1.3M+$16.2K2026-10-07
TMB Capital Partners, LLC
INCREASED8,4348,290+144+2%$1.3M$1.3M-$1.1K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED8,3678,36700%$1.3M$1.3M-$23.6K2026-10-15
Stonehearth Capital Management, LLC
INCREASED8,3427,540+802+11%$1.2M$1.3M+$103.1K2026-10-13
CPA Asset Management Group, LLC
UNCHANGED8,3258,32500%$1.3M$1.3M-$23.6K2026-10-26
Donalies Financial Planning, LLC
DECREASED8,2828,626-344-4%$1.4M$1.3M-$77.7K2026-10-19
Poehling Capital Management, Inc.
UNCHANGED8,2768,27600%$1.3M$1.3M-$23.4K2026-10-20
Valley Forge Investment Consultants Inc ADV
INCREASED8,2708,262+8+0%$1.3M$1.3M-$22.1K2026-11-03
Stillwater Wealth Management Group
INCREASED8,2587,184+1,074+15%$1.1M$1.3M+$146.4K2026-10-21
LVW Advisors, LLC
DECREASED8,2528,298-46-1%$1.3M$1.3M-$30.6K2026-10-19
Andrews Advisory Associates, LLC
DECREASED8,2228,677-455-5%$1.4M$1.3M-$95.3K2026-10-15
Transce3nd, LLC
NEW8,164—+8,164——$1.3M—2026-10-26
Key FInancial Inc
DECREASED8,1508,710-560-6%$1.4M$1.3M-$111.6K2026-11-02
Saxon Interests, Inc.
INCREASED8,1397,019+1,120+16%$1.1M$1.3M+$154.0K2026-10-26
Wisconsin Wealth Advisors, LLC
DECREASED8,1338,243-110-1%$1.3M$1.3M-$40.4K2026-10-08
Morton Capital Management LLC
DECREASED8,0278,899-872-10%$1.4M$1.2M-$160.6K2026-10-23
Vision Capital Management, Inc.
DECREASED7,9708,112-142-2%$1.3M$1.2M-$45.0K2026-10-20
Saxony Capital Management, LLC
INCREASED7,9637,091+872+12%$1.1M$1.2M+$115.3K2026-10-15
Titleist Asset Management, LLC
DECREASED7,8767,999-123-2%$1.3M$1.2M-$41.7K2026-10-08
Vantage Investment Partners, LLC
DECREASED7,8607,950-90-1%$1.3M$1.2M-$36.5K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED7,8357,669+166+2%$1.2K$1.2K+$42026-10-27
Thrive Wealth Management, LLC
INCREASED7,7997,798+1+0%$1.2M$1.2M-$21.9K2026-10-13
Globalt Investments LLC / GA
DECREASED7,7968,079-283-3%$1.3M$1.2M-$66.8K2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED7,7887,262+526+7%$1.1M$1.2M+$61.1K2026-10-22
Next Level Wealth Planning, LLC
INCREASED7,7507,729+21+0%$1.2M$1.2M-$18.5K2026-10-29
Blue Water Asset Management
DECREASED7,7287,808-80-1%$1.2M$1.2M-$34.6K2026-11-04
John Boyer, Inc.
DECREASED7,7208,738-1,018-12%$1.4M$1.2M-$183.0K2026-10-27
Tempus Wealth Planning, LLC
DECREASED7,6477,679-320%$1.2M$1.2M-$26.7K2026-10-14
TCI Wealth Advisors, Inc.
INCREASED7,6356,872+763+11%$1.1M$1.2M+$98.9K2026-10-30
MBA Advisors LLC
DECREASED7,5977,682-85-1%$1.2M$1.2M-$34.9K2026-10-29
LJI Wealth Management, LLC
DECREASED7,5817,651-70-1%$1.2M$1.2M-$32.5K2026-10-28
American National Bank of Texas
INCREASED7,5796,576+1,003+15%$1.0M$1.2M+$137.1K2026-10-07
Optivise Advisory Services LLC
INCREASED7,5606,654+906+14%$1.1M$1.2M+$121.8K2026-10-19
Turning Point Benefit Group, Inc.
DECREASED7,5448,035-491-6%$1.3M$1.2M-$98.2K2026-10-28
Haven Private, LLC
INCREASED7,5116,049+1,462+24%$956.0K$1.2M+$209.7K2026-10-27
Welch Group, LLC
DECREASED7,5067,526-200%$1.2M$1.2M-$24.4K2026-10-29
Beese Fulmer Investment Management, Inc.
DECREASED7,4917,595-104-1%$1.2M$1.2M-$37.6K2026-10-23
Quartz Partners, LLC
INCREASED7,4127,221+191+3%$1.1M$1.2M+$9.2K2026-11-03
Apollon Financial, LLC
DECREASED7,2757,428-153-2%$1.2M$1.1M-$44.7K2026-10-23
Greenhouse Wealth Management, LLC
INCREASED7,2717,238+33+0%$1.1M$1.1M-$15.3K2026-10-20
Archer Investment Corp
DECREASED7,1978,038-841-10%$1.3M$1.1M-$153.3K2026-11-05
Patton Albertson Miller Group, LLC
DECREASED7,1857,510-325-4%$1.2M$1.1M-$71.7K2026-10-26
Sterling Wealth Management, Inc.
INCREASED7,1457,139+6+0%$1.1M$1.1M-$19.3K2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED7,1426,732+410+6%$1.1M$1.1M+$44.6K2026-10-19
Courage Miller Partners, LLC
DECREASED7,1377,200-63-1%$1.1M$1.1M-$30.2K2026-10-21
SigFig Wealth Management, LLC
INCREASED7,1126,743+369+5%$1.1M$1.1M+$35.4K2026-10-07
Briaud Financial Planning Inc
UNCHANGED7,0747,07400%$1.1M$1.1M-$20.0K2026-10-20
Southland Equity Partners LLC
DECREASED7,0537,104-51-1%$1.1M$1.1M-$27.9K2026-10-14
FWG Investments, Llc.
INCREASED7,0525,679+1,373+24%$897.4K$1.1M+$197.1K2026-11-03
Curtis Advisory Group, LLC
DECREASED7,0357,065-300%$1.1M$1.1M-$24.7K2026-10-28
Mlp3, LLC
UNCHANGED7,0057,00500%$1.1M$1.1M-$19.8K2026-10-22
SAX Wealth Advisors, LLC
INCREASED6,9816,819+162+2%$1.0M$1.1M+$73.5K2026-10-13
Taylor & Morgan Wealth Management, LLC
INCREASED6,9726,939+33+0%$1.1M$1.1M-$14.4K2026-10-09
First National Bank Sioux Falls
INCREASED6,9416,691+250+4%$1.0M$1.1M+$48.0K2026-10-13
River Street Advisors LLC
DECREASED6,8906,901-110%$1.1M$1.1M-$21.4K2026-10-22
Chatham Capital Group, Inc.
UNCHANGED6,8816,88100%$1.1M$1.1M-$19.5K2026-10-16
Westbourne Investment Advisors, Inc.
UNCHANGED6,8006,80000%$1.1M$1.1M-$19.2K2026-10-20
Fragasso Financial Advisors Inc
INCREASED6,7876,735+52+1%$1.1M$1.1M+$13.2K2026-10-13
Sovran Advisors, LLC
INCREASED6,7866,264+522+8%$1.0M$1.1M+$92.3K2026-11-02
Triad Wealth Partners, LLC
DECREASED6,7607,416-656-9%$1.2M$1.0M-$158.2K2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED6,7606,770-100%$1.1M$1.1M-$4.9K2026-10-21
Exchange Bank
INCREASED6,6734,967+1,706+34%$784.9K$1.0M+$250.7K2026-10-07
Equity Wealth Partners, LLC
DECREASED6,5856,606-210%$1.0M$1.0M-$21.9K2026-10-26
Alamar Capital Management, LLC
UNCHANGED6,5856,58500%$1.0M$1.0M-$18.6K2026-11-02
Concord Wealth Partners
DECREASED6,5647,365-801-11%$1.2M$1.0M-$145.1K2026-11-02
ARQ Wealth Advisors, LLC
DECREASED6,5516,861-310-5%$1.1M$1.0M-$92.4K2026-10-29
Uptown Financial Advisors LLC
INCREASED6,5386,490+48+1%$1.0M$1.0M-$10.9K2026-10-15
Leo Wealth, LLC
NEW6,506—+6,506——$1.0M—2026-10-26
XY Planning Network, Inc.
DECREASED6,4776,659-182-3%$1.1M$1.0M-$47.0K2026-10-14
Prospera Capital Management, LLC
NEW6,475—+6,475——$1.0M—2026-10-19
Tompkins Financial Corp
UNCHANGED6,3846,38400%$1.0M$990.8K-$18.1K2026-10-05
Compass Financial Group, Inc
DECREASED6,3746,584-210-3%$1.0M$989.2K-$51.2K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED6,3403,178+3,162+100%$502.3K$984.0K+$481.7K2026-10-06
Beaumont Financial Advisors, LLC
INCREASED6,3256,324+1+0%$999.4K$981.7K-$17.7K2026-10-22
Old Mission Investment Co LLC
DECREASED6,3246,381-57-1%$1.0M$981.5K-$26.9K2026-10-22
Summit Investment Advisors, Inc.\KS
INCREASED6,3126,297+15+0%$995.1K$979.7K-$15.4K2026-11-05
Glenview Trust Co
DECREASED6,2746,401-127-2%$1.0M$973.7K-$37.8K2026-10-28
Smith Salley Wealth Management
INCREASED6,2696,084+185+3%$961.5K$973.0K+$11.5K2026-11-03
Facet Wealth, Inc.
DECREASED6,2076,668-461-7%$1.1M$963.3K-$90.5K2026-11-04
Perryman Financial Advisory Inc
DECREASED6,1896,272-83-1%$991.1K$960.5K-$30.7K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED6,1767,385-1,209-16%$1.2M$958.5K-$208.5K2026-10-14
Asempa Wealth Advisors
INCREASED6,1576,148+9+0%$971.6K$956.5K-$15.1K2026-10-07
Focus Wealth Advisors, LLC
UNCHANGED6,1086,10800%$965.2K$947.9K-$17.3K2026-10-14
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED6,1076,10700%$965.1K$947.8K-$17.3K2026-10-21
Luminvest Wealth Management LLC
DECREASED6,07412,549-6,475-52%$2.0M$942.7K-$1.0M2026-10-14
Partners Wealth Management, LLC
NEW6,055—+6,055——$939.7K—2026-10-28
Midland Wealth Advisors, LLC
DECREASED6,0406,056-160%$957.0K$937.4K-$19.6K2026-10-26
Factor Wealth Management LTD
DECREASED6,0286,330-302-5%$1.0M$935.5K-$64.7K2026-10-08
Wynn Capital, LLC
DECREASED6,0096,065-56-1%$958.4K$932.5K-$25.9K2026-10-13
Register Financial Advisors LLC
INCREASED6,0055,955+50+1%$941.1K$932.0K-$9.1K2026-10-23
Harmony Asset Management LLC
DECREASED6,0046,858-854-12%$1.1M$931.8K-$152.0K2026-10-20
MV Capital Management, Inc.
INCREASED5,9564,912+1,044+21%$776.2K$924.4K+$148.1K2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED5,9549,070-3,116-34%$1.4M$924.0K-$509.3K2026-10-20
Anson Capital, Inc.
INCREASED5,9135,906+7+0%$933.4K$917.7K-$15.7K2026-10-23
San Luis Wealth Advisors LLC
INCREASED5,9125,122+790+15%$809.4K$917.5K+$108.1K2026-10-27
WoodTrust Financial Corp
INCREASED5,8495,076+773+15%$802.0K$908-$801.1K2026-10-09
LaFleur & Godfrey LLC
INCREASED5,8265,759+67+1%$910.1K$904.2K-$5.9K2026-10-27
Concord Asset Management, LLC
DECREASED5,7926,269-477-8%$990.6K$899.0K-$91.7K2026-11-02
Sidoxia Capital Management, LLC
DECREASED5,79011,174-5,384-48%$1.8M$898.5K-$867.2K2026-10-28
Elevate Wealth Advisory, Inc
INCREASED5,7845,424+360+7%$857.1K$897.7K+$40.6K2026-10-29
Eastern Bank
DECREASED5,7546,381-627-10%$1.0M$893.0K-$115.4K2026-10-05
Robinson Smith Wealth Advisors LLC
UNCHANGED5,7505,75000%$908.7K$892.4K-$16.3K2026-10-22
Geneva Partners, LLC
DECREASED5,7025,705-30%$901.6K$844.9K-$56.7K2026-10-26
WealthSpring Partners, LLC
UNCHANGED5,6955,69500%$900.0K$883.9K-$16.1K2026-10-14
Archford Capital Strategies, LLC
INCREASED5,6805,149+531+10%$813.7K$881.6K+$67.9K2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED5,6355,63500%$890.5K$874.6K-$15.9K2026-10-13
Resonant Capital Advisors, LLC
UNCHANGED5,6005,60000%$885.0K$869.1K-$15.8K2026-10-15
Lantern Wealth Advisors, LLC
INCREASED5,5814,856+725+15%$767.4K$866.2K+$98.7K2026-10-22
Bailard, Inc.
DECREASED5,5707,830-2,260-29%$1.2M$864.5K-$372.9K2026-10-13
Single Point Partners, LLC
DECREASED5,5355,730-195-3%$905.5K$859.1K-$46.4K2026-10-19
Churchill Financial Advisors, LLC
INCREASED5,5115,411+100+2%$855.1K$855.3K+$2072026-10-20
Jacobi Capital Management LLC
DECREASED5,5046,151-647-11%$972.1K$854.2K-$117.9K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED5,4923,653+1,839+50%$577.3K$852.4K+$275.1K2026-10-30
Bulwark Capital Corp
UNCHANGED5,4815,48100%$866.2K$850.7K-$15.5K2026-10-13
American State Bank (Iowa)
UNCHANGED5,4735,47300%$864.9K$849.4K-$15.5K2026-11-03
Soltis Investment Advisors LLC
INCREASED5,4684,258+1,210+28%$672.8K$848.7K+$175.9K2026-10-28
Krilogy Financial LLC
DECREASED5,4685,610-142-3%$886.5K$870.8K-$15.7K2026-10-13
Ackerman Capital Advisors, LLC
UNCHANGED5,3895,38900%$851.6K$836.4K-$15.3K2026-10-30
Greenleaf Trust
DECREASED5,3795,382-30%$850.5K$834.8K-$15.7K2026-10-29
Gradient Capital Advisors, LLC
INCREASED5,3135,309+4+0%$838.9K$824.6K-$14.4K2026-10-21
Hurlow Wealth Management Group, Inc.
INCREASED5,3125,307+5+0%$838.7K$824.5K-$14.2K2026-10-29
Mirae Asset Global Investments Co., Ltd.
DECREASED5,30010,200-4,900-48%$1.6M$822.6K-$789.3K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED5,2325,113+119+2%$808.1K$812.0K+$4.0K2026-10-26
Fusion Capital, LLC
INCREASED5,2305,145+85+2%$813.0K$811.6K-$1.4K2026-10-28
McAlister, Sweet & Associates, Inc.
INCREASED5,2035,191+12+0%$820.3K$807.5K-$12.8K2026-10-07
Quadrant Private Wealth Management, LLC
NEW5,202—+5,202——$807.4K—2026-11-04
Pension & Wealth Management Advisors, Inc.
INCREASED5,1754,994+181+4%$789.4K$803.3K+$13.9K2026-10-16
Milestone Asset Management Group, LLC
INCREASED5,1194,150+969+23%$655.8K$794.5K+$138.7K2026-10-20
Mayfair Advisory Group, LLC
INCREASED5,1195,113+6+0%$829.4K$794.4K-$35.0K2026-10-20
Seamount Financial Group Inc
INCREASED5,0385,021+17+0%$793.5K$782.0K-$11.5K2026-10-21
Allegheny Financial Group
INCREASED5,0194,957+62+1%$783.4K$779.1K-$4.4K2026-11-05
Aerodigm Wealth, LLC
UNCHANGED4,9694,96900%$785.3K$771.2K-$14.1K2026-10-16
PDS Planning, Inc
DECREASED4,9535,896-943-16%$931.8K$768.7K-$163.1K2026-11-03
Tannin Capital LLC
DECREASED4,9355,448-513-9%$860.9K$765.9K-$95.0K2026-11-05
Arbor Wealth Advisors LLC
UNCHANGED4,9094,90900%$775.8K$761.9K-$13.9K2026-10-09
Todd Wealth Management, LLC
DECREASED4,8935,074-181-4%$801.8K$759.3K-$42.5K2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED4,8884,88800%$772.5K$758.6K-$13.8K2026-10-13
Bayban
UNCHANGED4,8634,86300%$768.5K$768.5K$02026-11-05
Quadrant Capital Group LLC
INCREASED4,8414,541+300+7%$717.6K$770.3K+$52.6K2026-10-20
Hardin Capital Partners, LLC
INCREASED4,8071,399+3,408+244%$221.7K$746.0K+$524.3K2026-10-09
Advisory Solutions Group, LLC
INCREASED4,7771,371+3,406+248%$216.7K$741.4K+$524.7K2026-10-14
Private Client Services, LLC
INCREASED4,7624,222+540+13%$667.1K$739.0K+$71.9K2026-10-02
AlphaCore Capital LLC
DECREASED4,7564,758-20%$751.9K$738.2K-$13.8K2026-11-04
Altrius Capital Management Inc
INCREASED4,7264,280+446+10%$676.4K$733.5K+$57.1K2026-11-05
TD Private Client Wealth LLC
INCREASED4,7162,733+1,983+73%$431.9K$731.9K+$300.0K2026-10-28
KFA Private Wealth Group, LLC
DECREASED4,7114,801-90-2%$758.9K$731.3K-$27.6K2026-10-07
United Advisor Group, LLC
DECREASED4,6864,917-231-5%$777.0K$727.3K-$49.6K2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED4,6484,535+113+2%$716.6K$721.4K+$4.8K2026-10-29
Sage Mountain Advisors LLC
DECREASED4,6304,634-40%$732.3K$718.6K-$13.7K2026-11-02
Obsidian CIO, LLC
DECREASED4,6056,036-1,431-24%$953.9K$714.7K-$239.2K2026-11-05
Pittenger & Anderson Inc
INCREASED4,5874,420+167+4%$698.5K$711.9K+$13.4K2026-11-02
MBE Wealth Management, LLC
INCREASED4,5714,127+444+11%$652.2K$709.4K+$57.2K2026-10-26
Green Ridge Wealth Planning LLC
UNCHANGED4,5354,53500%$716.7K$703.8K-$12.8K2026-10-08
Bfsg, LLC
DECREASED4,5304,535-50%$716.6K$703.0K-$13.6K2026-10-30
Ballast Rock Private Wealth LLC
INCREASED4,5214,363+158+4%$689.4K$701.6K+$12.2K2026-10-26
Richwood Investment Advisors, LLC
DECREASED4,4974,498-10%$710.7K$698.0K-$12.7K2026-10-30
Sound Income Strategies, LLC
DECREASED4,4565,183-727-14%$819.0K$705.2K-$113.8K2026-10-09
SeaCrest Wealth Management, LLC
INCREASED4,4454,413+32+1%$697.4K$689.8K-$7.6K2026-10-21
Cutler Investment Counsel LLC
DECREASED4,4334,464-31-1%$705.5K$688.0K-$17.4K2026-10-28
Hengehold Capital Management LLC
INCREASED4,4324,408+24+1%$696.6K$687.8K-$8.8K2026-10-16
ADE, LLC
DECREASED4,4254,505-80-2%$711.9K$686.8K-$25.1K2026-10-29
Keystone Wealth Services, LLC
INCREASED4,4224,343+79+2%$686.3K$691.9K+$5.6K2026-11-03
TrueWealth Advisors, LLC
UNCHANGED4,4124,41200%$697.2K$684.7K-$12.5K2026-10-09
KRM Wealth Management L.L.C.
INCREASED4,3944,370+24+1%$690.6K$682.0K-$8.6K2026-11-02
Charis Legacy Partners, LLC
UNCHANGED4,3934,39300%$694.2K$681.8K-$12.4K2026-10-22
Mustard Seed Financial, LLC
INCREASED4,3704,312+58+1%$681.4K$678.2K-$3.2K2026-10-30
Caldwell Trust Co
DECREASED4,3374,342-50%$686.2K$673.1K-$13.1K2026-10-30
CWA Asset Management Group, LLC
DECREASED4,3204,344-24-1%$686.5K$670.5K-$16.0K2026-10-19
BCM Advisors, LLC
UNCHANGED4,3204,32000%$700.8K$707.3K+$6.5K2026-11-03
Ipsen Advisor Group LLC
INCREASED4,3174,259+58+1%$673.1K$669.9K-$3.2K2026-10-29
Insight Advisors, LLC/ PA
DECREASED4,2794,457-178-4%$704.3K$664.1K-$40.2K2026-10-22
NTV Asset Management LLC
DECREASED4,2574,557-300-7%$720.1K$660.7K-$59.5K2026-10-23
SWS Partners
DECREASED4,2514,280-29-1%$676.3K$659.7K-$16.6K2026-10-26
Scott & Selber, Inc.
INCREASED4,2474,245+2+0%$670.8K$659.1K-$11.7K2026-10-21
Triumph Capital Management
INCREASED4,2194,210+9+0%$665.3K$654.8K-$10.5K2026-10-14
One Way Holdings LLC
INCREASED4,2083,659+549+15%$578.2K$653.1K+$74.9K2026-10-29
Ledyard National Bank
DECREASED4,1624,249-87-2%$671.5K$645.9K-$25.5K2026-10-21
Meridian Financial Advisors, LLC
INCREASED4,1324,032+100+2%$637.2K$641.3K+$4.1K2026-10-14
BCS Wealth Management
INCREASED4,1274,073+54+1%$643.7K$640.5K-$3.2K2026-11-03
Brown, Lisle Ings, Inc.
UNCHANGED4,1104,11000%$649.5K$637.9K-$11.6K2026-10-16
Mitchell Sinkler & Starr
UNCHANGED4,0954,09500%$647.1K$635.5K-$11.6K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED4,0893,461+628+18%$547.0K$634.7K+$87.7K2026-10-30
Keystone Global Partners, LLC
INCREASED4,0863,813+273+7%$602.6K$634.1K+$31.6K2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED4,0784,068+10+0%$642.9K$632.9K-$10.0K2026-11-03
Sound Portfolio Advisors, LLC
DECREASED4,0554,380-325-7%$692.2K$629.3K-$62.8K2026-11-05
Fortitude Advisory Group L.L.C.
DECREASED4,0164,037-21-1%$638.0K$623.2K-$14.7K2026-10-15
Next Level Private LLC
INCREASED4,0083,996+12+0%$631.5K$622.1K-$9.4K2026-10-20
Northeast Investment Management
UNCHANGED4,0044,00400%$632.8K$621.5K-$11.3K2026-10-30
Summa Corp.
UNCHANGED4,0004,00000%$632.1K$620.8K-$11.3K2026-10-30
Ascentis Independent Advisors
NEW3,980—+3,980——$617.9K—2026-11-03
Emergent Wealth Advisors, LLC
INCREASED3,9763,957+19+0%$625.4K$617.0K-$8.4K2026-10-09
Ti-Trust, Inc
DECREASED3,9744,084-110-3%$645.4K$616.8K-$28.6K2026-10-21
Capital Square, LLC
INCREASED3,9293,860+69+2%$621.7K$609.8K-$11.9K2026-10-19
Matthew Goff Investment Advisor, LLC
NEW3,926—+3,926——$609.3K—2026-10-13
LEE Danner & Bass Inc
UNCHANGED3,9063,90600%$617.3K$606.2K-$11.1K2026-10-27
Covenant Asset Management, LLC
DECREASED3,8863,896-100%$615.7K$603.1K-$12.6K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED3,8744,109-235-6%$649.3K$601.2K-$48.1K2026-10-27
Wealthstar Advisors, LLC
INCREASED3,8523,848+4+0%$608.1K$597.9K-$10.3K2026-10-19
Brown Financial Advisory
DECREASED3,8425,074-1,232-24%$801.9K$596.3K-$205.6K2026-11-05
Wealth Effects LLC
DECREASED3,8413,846-50%$607.9K$596.1K-$11.8K2026-10-23
First Heartland Consultants, Inc.
INCREASED3,8393,665+174+5%$579.2K$595.8K+$16.6K2026-10-08
Norden Group LLC
INCREASED3,8343,729+105+3%$589.3K$595.0K+$5.7K2026-10-20
True Wealth Design, LLC
NEW3,829—+3,829——$594.3K—2026-10-13
Latitude Advisors, LLC
INCREASED3,8293,596+233+6%$568.2K$594.2K+$26.0K2026-10-27
Appleton Partners Inc
INCREASED3,8251,673+2,152+129%$264.0K$594-$263.4K2026-10-30
Waterfront Wealth Inc.
INCREASED3,8063,289+517+16%$529.7K$612.9K+$83.2K2026-11-03
S.A. Mason LLC
DECREASED3,8033,938-135-3%$622.3K$590.2K-$32.1K2026-10-13
Aspen Wealth Management LLC
INCREASED3,7893,785+4+0%$598.1K$588.1K-$10.0K2026-10-14
Barry Investment Advisors, LLC
DECREASED3,7833,785-20%$598.2K$587.1K-$11.1K2026-10-14
RCW Management, LLC
UNCHANGED3,7803,78000%$597.4K$586.7K-$10.7K2026-10-30
Calder Financial LLC
INCREASED3,7753,476+299+9%$549.4K$585.8K+$36.5K2026-10-13
Integris Wealth Management, LLC
UNCHANGED3,7633,76300%$594.7K$584.0K-$10.6K2026-10-14
Semus Wealth Partners LLC
INCREASED3,7563,741+15+0%$591.2K$582.9K-$8.3K2026-10-22
Tower View Wealth Management LLC
DECREASED3,7513,946-195-5%$623.5K$582.2K-$41.3K2026-10-23
Verum Partners LLC
DECREASED3,7414,271-530-12%$675.0K$580.6K-$94.4K2026-10-21
FSM Wealth Advisors, LLC
UNCHANGED3,7323,73200%$589.8K$590.6K+$7372026-10-27
Legacy Financial Strategies, LLC
UNCHANGED3,7303,73000%$589.5K$578.9K-$10.6K2026-10-15
Encompass Wealth Advisors, LLC
NEW3,720—+3,720——$577.3K—2026-10-15
Heritage Family Offices, LLP
UNCHANGED3,7083,70800%$586.0K$575.5K-$10.5K2026-11-02
Altfest L J & Co Inc
INCREASED3,6582,020+1,638+81%$319.2K$567.7K+$248.5K2026-10-27
KG Capital Management
DECREASED3,6443,777-133-4%$596.9K$565.6K-$31.3K2026-10-15
Great Lakes Retirement, Inc.
INCREASED3,6363,269+367+11%$516.5K$564.3K+$47.7K2026-10-26
Invested Advisors
INCREASED3,6173,589+28+1%$567.2K$561.3K-$6.0K2026-10-23
Mission Financial Group, LLC
INCREASED3,6123,535+77+2%$558.7K$560.6K+$1.9K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED3,6103,559+51+1%$562.5K$560.3K-$2.2K2026-10-29
Root Financial Partners, LLC
DECREASED3,60411,776-8,172-69%$1.9M$559.3K-$1.3M2026-10-21
Blue Fin Capital, Inc.
UNCHANGED3,5933,59300%$567.8K$557.6K-$10.2K2026-10-28
Harfst & Associates, Inc.
DECREASED3,5873,612-25-1%$570.9K$556.7K-$14.2K2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED3,5853,584+1+0%$566.5K$556.5K-$10.0K2026-10-16
KOM Wealth Management Group, LLC
INCREASED3,5843,413+171+5%$539.3K$556.3K+$16.9K2026-10-15
Essential Partners LLC
INCREASED3,5673,559+8+0%$562.4K$553.5K-$8.9K2026-10-14
Manuka Financial, LLC
INCREASED3,5523,550+2+0%$561.1K$551.2K-$9.8K2026-10-16
HRC Wealth Management, LLC
INCREASED3,5413,368+173+5%$532.3K$549.5K+$17.3K2026-10-16
Shepherd Financial Partners LLC
NEW3,534—+3,534——$548.5K—2026-11-03
Garde Capital, Inc.
UNCHANGED3,5323,53200%$558.2K$548.2K-$10.0K2026-10-29
Orba Wealth Advisors, L.L.C.
INCREASED3,5293,500+29+1%$553.1K$547.7K-$5.4K2026-10-23
Arkfeld Wealth Strategies, L.L.C.
INCREASED3,5173,501+16+0%$560.7K$553.7K-$7.0K2026-10-19
Sterling Investment Counsel, LLC
DECREASED3,5153,941-426-11%$622.8K$545.6K-$77.2K2026-10-19
Maltin Wealth Management, Inc.
INCREASED3,5093,313+196+6%$523.6K$544.6K+$21.0K2026-10-13
Community Trust & Investment Co
DECREASED3,4913,905-414-11%$617.1K$541.8K-$75.3K2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED3,4773,458+19+1%$546.5K$539.7K-$6.8K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED3,4694,107-638-16%$649.0K$538.4K-$110.6K2026-10-05
Montag A & Associates Inc
INCREASED3,4603,455+5+0%$546.0K$537.0K-$9.0K2026-10-29
Trust Co of Toledo NA
UNCHANGED3,4553,45500%$546.0K$536.2K-$9.8K2026-10-16
TCV Trust & Wealth Management, Inc.
UNCHANGED3,4353,43500%$542.8K$533.1K-$9.7K2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED3,4343,453-19-1%$545.7K$533.0K-$12.7K2026-10-13
Tanager Wealth Management LLP
INCREASED3,4062,884+522+18%$455.8K$528.6K+$72.9K2026-10-19
Commonwealth Retirement Investments LLC
INCREASED3,4063,386+20+1%$535.1K$528.6K-$6.5K2026-10-26
Willner & Heller, LLC
INCREASED3,4043,388+16+0%$535.4K$528.3K-$7.2K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED3,3813,38100%$534.0K$525-$533.5K2026-10-16
AlphaCentric Advisors LLC
INCREASED3,3803,106+274+9%$490.8K$524.6K+$33.7K2026-11-03
Mullooly Asset Management, Inc.
INCREASED3,3363,318+18+1%$524.3K$517.8K-$6.5K2026-10-30
Noble Family Wealth, LLC
UNCHANGED3,3093,30900%$522.9K$513.6K-$9.4K2026-10-26
Forum Financial Management, LP
INCREASED3,2992,779+520+19%$439.1K$512.0K+$72.9K2026-10-16
Weitzel Financial Services, Inc.
DECREASED3,2593,301-42-1%$524.1K$509.3K-$14.8K2026-10-16
Canandaigua National Bank & Trust Co
UNCHANGED3,2573,25700%$514.7K$505.5K-$9.2K2026-10-07
Trellis Wealth Advisors LLC
INCREASED3,2563,238+18+1%$511.6K$505.3K-$6.4K2026-10-19
Mitchell & Pahl Private Wealth, LLC
UNCHANGED3,2563,25600%$514.5K$505.3K-$9.2K2026-10-14
Snider Financial Group
DECREASED3,2533,636-383-11%$574.6K$504.9K-$69.7K2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED3,224334+2,890+865%$52.8K$500.4K+$447.6K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED3,2093,277-68-2%$517.8K$498.0K-$19.8K2026-10-28
Strategic Advocates LLC
INCREASED3,1673,125+42+1%$493.8K$491.5K-$2.3K2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED3,1653,465-300-9%$547.6K$491.2K-$56.4K2026-11-03
GHP Investment Advisors, Inc.
INCREASED3,1563,154+2+0%$498.5K$489.8K-$8.7K2026-10-15
Barrett & Company, Inc.
INCREASED3,1553,075+80+3%$486.0K$489.7K+$3.7K2026-10-22
RTD Financial Advisors, Inc.
NEW3,153—+3,153——$489.3K—2026-10-09
Vannoy Advisory Group, Inc.
UNCHANGED3,1013,10100%$490.1K$481.3K-$8.8K2026-10-13
Curbstone Financial Management Corp
UNCHANGED3,1003,10000%$489.9K$481.1K-$8.8K2026-10-21
Dahring | Cusmano LLC
DECREASED3,0763,131-55-2%$494.8K$477.4K-$17.4K2026-11-03
Hilton Head Capital Partners, LLC
DECREASED3,0743,221-147-5%$509.0K$477.1K-$31.9K2026-10-23
Eagle Bay Advisors LLC
DECREASED3,0643,174-110-3%$501.6K$475.5K-$26.1K2026-10-16
LexAurum Advisors, LLC
DECREASED3,0623,257-195-6%$514.6K$475.2K-$39.5K2026-10-19
MMA Asset Management LLC
NEW3,038—+3,038——$471.5K—2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED3,0173,049-32-1%$481.8K$468.2K-$13.6K2026-11-02
Mystic Asset Management, Inc.
INCREASED3,0162,981+35+1%$471.1K$468.1K-$3.0K2026-10-15
AUA Capital Management, LLC
UNCHANGED3,0163,01600%$476.7K$468.2K-$8.5K2026-10-15
Cardinal Point Capital Management ULC
INCREASED2,9842,203+781+35%$348.2K$463.2K+$115.0K2026-10-21
Old Second National Bank of Aurora
UNCHANGED2,9782,97800%$470.6K$462.2K-$8.4K2026-10-22
Peddock Capital Advisors, LLC
DECREASED2,9673,157-190-6%$498.8K$460.4K-$38.4K2026-10-16
Syverson Strege & Co
DECREASED2,9623,114-152-5%$492.1K$459.7K-$32.4K2026-11-02
Asset Advisory Group, Inc.
INCREASED2,9492,942+7+0%$464.9K$457.6K-$7.3K2026-10-20
Wavvest Wealth LLC
NEW2,947—+2,947——$457.4K—2026-10-21
Cathy Pareto & Associates, Inc
DECREASED2,9443,129-185-6%$494.6K$457.0K-$37.5K2026-10-15
Fort Washington Investment Advisors Inc
DECREASED2,9403,108-168-5%$491.2K$456.3K-$34.9K2026-10-15
Gradient Investments LLC
INCREASED2,9371,622+1,315+81%$256.3K$455.8K+$199.5K2026-10-08
Shulman DeMeo Asset Management LLC
DECREASED2,9282,929-10%$462.9K$459.8K-$3.2K2026-10-09
United Financial Planning Group LLC
DECREASED2,9092,983-74-2%$471.4K$451.5K-$19.9K2026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED2,9082,90800%$459.6K$451.4K-$8.2K2026-10-21
CFS Investment Advisory Services, LLC
UNCHANGED2,8922,89200%$461.2K$458.0K-$3.2K2026-10-19
Wealth Preservation Advisors, LLC
UNCHANGED2,8882,88800%$456.4K$448.2K-$8.2K2026-11-05
Breakwater Capital Group
INCREASED2,8822,875+7+0%$454.3K$447.3K-$7.1K2026-10-09
Csenge Advisory Group
INCREASED2,8702,547+323+13%$402.5K$445.5K+$43.0K2026-11-04
First Command Advisory Services, Inc.
INCREASED2,8532,101+752+36%$332.0K$442.8K+$110.8K2026-11-05
RHS Financial, LLC
DECREASED2,8486,210-3,362-54%$981.3K$442.0K-$539.3K2026-10-13
PTM Wealth Management, LLC
INCREASED2,8272,819+8+0%$457.3K$447.7K-$9.6K2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED2,8011,967+834+42%$310.8K$434.7K+$123.9K2026-10-05
Foster Victor Wealth Advisors, LLC
INCREASED2,7992,797+2+0%$448.0K$446.3K-$1.7K2026-10-21
Bokf, NA
INCREASED2,7921,883+909+48%$297.6K$433.3K+$135.7K2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED2,7852,78500%$440.1K$446.3K+$6.2K2026-10-22
Chemistry Wealth Management LLC
DECREASED2,7842,999-215-7%$473.9K$432.1K-$41.9K2026-10-16
Castleview Partners, LLC
DECREASED2,7825,613-2,831-50%$887.1K$431.9K-$455.2K2026-10-09
Selective Wealth Management, Inc.
INCREASED2,7512,682+69+3%$429.6K$440.2K+$10.5K2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED2,7422,74200%$433.3K$425.6K-$7.8K2026-10-19
Ethic Inc.
NEW2,733—+2,733——$424.2K—2026-11-03
Team Financial Group, LLC
DECREASED2,7322,799-67-2%$442.3K$424.0K-$18.3K2026-10-30
Main Line Retirement Advisors, LLC
INCREASED2,7311,615+1,116+69%$255.3K$423.8K+$168.5K2026-10-14
Birch Hill Investment Advisors LLC
UNCHANGED2,7202,72000%$429.8K$422.1K-$7.7K2026-10-16
Premier Path Wealth Partners, LLC
DECREASED2,7152,780-65-2%$439.3K$421.4K-$17.9K2026-10-16
Sage Capital Management, LLC
INCREASED2,7102,696+14+1%$426.2K$420.8K-$5.4K2026-10-20
King Luther Capital Management Corp
UNCHANGED2,6932,69300%$425.6K$418.0K-$7.6K2026-11-05
Eagle Wealth Strategies LLC
DECREASED2,6852,696-110%$426.1K$416.8K-$9.3K2026-10-20
Gibbs Wealth Management
INCREASED2,6822,158+524+24%$341.0K$416.2K+$75.3K2026-10-22
First Interstate Bank
UNCHANGED2,6822,68200%$423.8K$416.2K-$7.6K2026-10-23
Acropolis Investment Management, LLC
INCREASED2,6792,672+7+0%$422.3K$415.7K-$6.6K2026-10-08
Bath Savings Trust Co
INCREASED2,6502,231+419+19%$352.6K$411.3K+$58.7K2026-10-07
HMV Wealth Advisors, LLC
UNCHANGED2,6502,65000%$418.8K$411.3K-$7.5K2026-10-27
Zullo Investment Group, Inc.
INCREASED2,6452,175+470+22%$343.7K$410.5K+$66.8K2026-10-20
Teamwork Financial Advisors, LLC
DECREASED2,6443,113-469-15%$491.9K$410.3K-$81.6K2026-10-19
RMR Capital Management, LLC
UNCHANGED2,6432,64300%$417.7K$410.2K-$7.5K2026-10-23
MilWealth Group LLC
UNCHANGED2,6332,63300%$416.1K$408.7K-$7.5K2026-11-02
Kagan Cocozza Asset Management
DECREASED2,6302,826-196-7%$446.5K$408.2K-$38.4K2026-10-19
Rakuten Securities, Inc.
INCREASED2,6062,107+499+24%$333.0K$404.5K+$71.5K2026-11-02
Breachway Investments LLC
DECREASED2,6012,717-116-4%$429.4K$403.7K-$25.7K2026-10-19
Blue Trust, Inc.
INCREASED2,6002,447+153+6%$386.7K$403.5K+$16.8K2026-10-15
L.K. Benson & Company, P.C.
INCREASED2,5942,592+2+0%$409.6K$402.6K-$7.0K2026-10-23
BridgePort Financial Solutions, LLC
NEW2,577—+2,577——$400.0K—2026-11-02
Tenon Financial LLC
DECREASED2,5696,356-3,787-60%$1.0M$398.7K-$605.7K2026-10-14
CIBC Asset Management Inc
UNCHANGED2,5552,55500%$403.8K$396.5K-$7.2K2026-11-05
Marquette Asset Management, LLC
UNCHANGED2,5552,55500%$403.8K$396.6K-$7.2K2026-10-09
Kanawha Capital Management LLC
INCREASED2,5512,465+86+3%$389.6K$395.9K+$6.4K2026-10-19
Semitam Bonam LLC
DECREASED2,5472,797-250-9%$442.0K$395.3K-$46.7K2026-10-27
Heritage Wealth Management, Inc.
DECREASED2,5472,635-88-3%$416.4K$395.3K-$21.1K2026-10-28
Index Fund Advisors, Inc.
INCREASED2,5372,525+12+0%$399.0K$393.7K-$5.3K2026-11-05
Acorn Wealth Advisors, LLC
INCREASED2,5332,510+23+1%$396.6K$393.1K-$3.5K2026-10-19
FAI Advisors, Inc.
DECREASED2,5282,615-87-3%$413.2K$392.3K-$20.9K2026-10-27
Portside Wealth Group, LLC
INCREASED2,5282,517+11+0%$397.8K$392.3K-$5.5K2026-10-20
Schaper Benz & Wise Investment Counsel Inc
INCREASED2,5121,572+940+60%$248.4K$389.9K+$141.4K2026-10-09
McAdam, LLC
DECREASED2,4942,516-22-1%$397.6K$387.1K-$10.5K2026-10-21
Firestone Capital Management
INCREASED2,4862,475+11+0%$391.2K$385.9K-$5.3K2026-11-03
Third View Private Wealth, LLC
DECREASED2,4802,481-10%$392.1K$384.9K-$7.2K2026-10-30
Olistico Wealth, LLC
DECREASED2,463365,939-363,476-99%$381.6K$382.3K+$6162026-10-05
Rodgers & Associates, LTD
UNCHANGED2,4622,46200%$389.1K$382.1K-$7.0K2026-10-20
Mezzasalma Advisors, LLC
UNCHANGED2,4532,45300%$387.6K$380.7K-$6.9K2026-10-14
Insight Wealth Strategies, LLC
DECREASED2,4502,601-151-6%$411.6K$380.2K-$31.4K2026-10-09
Kraft, Davis & Associates, LLC
INCREASED2,4482,442+6+0%$390.8K$390.9K+$1462026-10-21
Global Financial Private Client, LLC
UNCHANGED2,4382,43800%$385.3K$378.4K-$6.9K2026-10-15
NBT Bank, N.A.
UNCHANGED2,4322,43200%$384.3K$377.4K-$6.9K2026-10-21
Symphony Financial, Ltd. Co.
DECREASED2,4212,935-514-18%$463.8K$375.7K-$88.1K2026-10-22
Park Edge Advisors, LLC
DECREASED2,4202,485-65-3%$392.7K$375.6K-$17.1K2026-10-28
Golden State Wealth Management, LLC
DECREASED2,4152,469-54-2%$390.2K$374.9K-$15.4K2026-11-02
Cooper S Advisors, LLC
INCREASED2,4012,392+9+0%$378.0K$372.6K-$5.4K2026-11-03
Vermillion Wealth Management, Inc.
DECREASED2,38513,464-11,079-82%$2.1M$370.2K-$1.8M2026-10-26
Aviance Capital Partners, LLC
UNCHANGED2,3772,37700%$375.6K$368.9K-$6.7K2026-10-29
Wheelhouse Advisory Group LLC
INCREASED2,3722,091+281+13%$330.4K$368.1K+$37.7K2026-10-20
Rockwood Wealth Management, LLC
DECREASED2,3653,519-1,154-33%$556.2K$367.0K-$189.2K2026-10-27
Optima Capital LLC
DECREASED2,3642,575-211-8%$406.9K$366.9K-$40.0K2026-10-29
Patten & Patten Inc
INCREASED2,3632,360+3+0%$373.0K$366.7K-$6.2K2026-10-26
J2 Capital Management Inc
UNCHANGED2,3482,34800%$371.1K$364.4K-$6.6K2026-10-19
Strategic Wealth Investment Group, LLC
INCREASED2,3412,338+3+0%$369.4K$363.4K-$6.1K2026-10-29
Wealth Architects, LLC
INCREASED2,3392,338+1+0%$369.6K$363.0K-$6.5K2026-11-03
Cooper Financial Group
INCREASED2,3332,269+64+3%$358.5K$362.1K+$3.6K2026-10-07
Alpine Bank Wealth Management
DECREASED2,3322,484-152-6%$392.5K$361.9K-$30.6K2026-10-16
Atwood & Palmer Inc
DECREASED2,3302,341-110%$370.0K$361.7K-$8.3K2026-10-08
Rezny Wealth Management, Inc.
UNCHANGED2,3302,33000%$368.2K$361.6K-$6.6K2026-10-15
Godsey & Gibb, Inc
UNCHANGED2,3102,31000%$365.1K$358.5K-$6.5K2026-10-14
Waterway Wealth Management, LLC
DECREASED2,3002,600-300-12%$410.9K$357.0K-$53.9K2026-10-28
Approach Retirement Advisors, LLC
DECREASED2,2972,307-100%$364.6K$356.4K-$8.2K2026-10-22
Key Capital Management, Inc
INCREASED2,29459+2,235+3788%$9.3K$356.0K+$346.7K2026-11-03
Arta Finance Wealth Management LLC
INCREASED2,2872,082+205+10%$329.0K$354.9K+$25.9K2026-10-28
Journey Advisory Group, LLC
DECREASED2,2862,298-12-1%$363.2K$354.8K-$8.4K2026-11-04
Center for Financial Planning, Inc.
INCREASED2,2651,975+290+15%$312.1K$351.5K+$39.4K2026-10-26
Northwest Wealth Advisors, LLC
DECREASED2,2622,440-178-7%$385.6K$351.1K-$34.5K2026-11-02
Princeton Global Asset Management LLC
INCREASED2,2572,213+44+2%$349.8K$350.2K+$4562026-10-21
Capital Asset Advisory Services LLC
DECREASED2,2562,721-465-17%$430.0K$366.9K-$63.2K2026-10-30
Cascade Investment Advisors, Inc.
INCREASED2,2502,050+200+10%$324.0K$349.2K+$25.2K2026-11-02
Legacy Private Trust Co.
DECREASED2,2502,442-192-8%$385.9K$349.2K-$36.7K2026-10-06
Rose Capital Advisors LLC
NEW2,248—+2,248——$348.9K—2026-11-04
Cambridge Advisors Inc.
UNCHANGED2,2412,24100%$354.1K$347.8K-$6.3K2026-10-19
USAdvisors Wealth Management, LLC
INCREASED2,2402,228+12+1%$352.0K$347-$351.7K2026-10-21
Daiwa Securities Group Inc.
DECREASED2,2372,602-365-14%$411.2K$347.2K-$64.0K2026-10-29
Advus Financial Partners, LLC
INCREASED2,2372,227+10+0%$351.9K$347.3K-$4.6K2026-10-20
VestGen Advisors, LLC
NEW2,222—+2,222——$344.8K—2026-10-27
LMG Wealth Partners, LLC
UNCHANGED2,2202,22000%$350.8K$344.5K-$6.3K2026-11-05
Steinberganna Wealth Management
DECREASED2,2152,266-51-2%$358.1K$343.8K-$14.3K2026-10-23
Tennessee Valley Asset Management Partners
INCREASED2,2092,022+187+9%$319.5K$342.9K+$23.4K2026-11-03
Naples Global Advisors, LLC
DECREASED2,2062,238-32-1%$353.6K$342.4K-$11.2K2026-11-05
Market Street Wealth Management Advisors LLC
UNCHANGED2,2032,20300%$348.1K$341.9K-$6.2K2026-10-09
BAM Wealth Management, LLC
INCREASED2,1932,022+171+8%$319.5K$340.4K+$20.8K2026-10-15
Diversified Enterprises, LLC
DECREASED2,1862,190-40%$346.1K$339.3K-$6.8K2026-10-19
Kroeger Financial Partners
UNCHANGED2,1802,18000%$344.5K$338.3K-$6.2K2026-10-19
Jeter Robert S II
NEW2,179—+2,179——$346.7K—2026-10-16
Ballast Financial Advisors LLC
INCREASED2,1722,170+2+0%$342.9K$337.1K-$5.9K2026-10-26
Chemung Canal Trust Co
UNCHANGED2,1722,17200%$343.2K$337.1K-$6.1K2026-11-04
Gray Private Wealth, LLC
UNCHANGED2,1722,17200%$343.2K$337.0K-$6.1K2026-10-28
Carnegie Lake Advisors LLC
DECREASED2,1703,708-1,538-41%$586.0K$575.5K-$10.5K2026-11-03
Strengthening Families & Communities, LLC
DECREASED2,1642,177-13-1%$344.0K$335.8K-$8.1K2026-10-21
Galvin, Gaustad & Stein, LLC
UNCHANGED2,1642,16400%$342.0K$336.0K-$6.0K2026-10-08
Affiance Financial, LLC
INCREASED2,1612,151+10+0%$340.1K$335.4K-$4.6K2026-10-15
M Holdings Securities, Inc.
NEW2,150—+2,150——$352—2026-11-03
Clarity Wealth Advisors, LLC
DECREASED2,1422,826-684-24%$446.6K$332.4K-$114.2K2026-10-21
Client 1ST Advisory Group, LLC
UNCHANGED2,1342,13400%$337.2K$331.2K-$6.0K2026-10-19
Beacon Investment Advisory Services, Inc.
UNCHANGED2,1302,13000%$336.6K$330.6K-$6.0K2026-10-13
Signature Equity Partners, LLC
INCREASED2,1231,856+267+14%$293.3K$329.5K+$36.2K2026-10-29
RIA Advisory Group LLC
INCREASED2,1182,116+2+0%$334.4K$328.7K-$5.7K2026-10-15
Johnson Bixby & Associates, LLC
INCREASED2,1182,116+2+0%$334.4K$328.7K-$5.7K2026-10-14
Planning Strategies Inc.
INCREASED2,1132,107+6+0%$332.9K$327.9K-$5.1K2026-10-02
Moss Adams Wealth Advisors LLC
UNCHANGED2,1132,11300%$333.9K$327.9K-$6.0K2026-10-28
Innovative Wealth Building LLC
DECREASED2,1083,795-1,687-44%$599.7K$327.1K-$272.5K2026-10-14
Blodgett Wealth Advisors, LLC
UNCHANGED2,1072,10700%$333.0K$327.0K-$6.0K2026-10-23
Define Financial, LLC
NEW2,099—+2,099——$325.8K—2026-10-14
Willow Creek Wealth Management Inc.
INCREASED2,0971,975+122+6%$312.1K$325.6K+$13.4K2026-10-26
Carroll Advisory Group, LLC
DECREASED2,0932,746-653-24%$433.9K$324.8K-$109.1K2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED2,0932,09300%$330.7K$324.9K-$5.8K2026-10-14
Midwest Financial Group LLC
INCREASED2,0902,083+7+0%$329.2K$324.3K-$4.9K2026-10-15
Lake Street Private Wealth, LLC
INCREASED2,0802,077+3+0%$328.4K$322.9K-$5.5K2026-10-22
Hudock, Inc.
DECREASED2,0742,085-11-1%$329.6K$321.9K-$7.7K2026-10-14
Essential Investment Partners LLC
INCREASED2,060120+1,940+1617%$19.0K$319.7K+$300.7K2026-10-27
Avalon Capital Management
INCREASED2,0502,038+12+1%$322.1K$318.1K-$4.0K2026-11-04
True Private Wealth Advisors
DECREASED2,0452,520-475-19%$398.3K$317.5K-$80.8K2026-10-19
Twelve Points Wealth Management LLC
UNCHANGED2,0332,03300%$321.3K$332.9K+$11.6K2026-11-03
Trek Financial, LLC
INCREASED2,0142,001+13+1%$316.2K$312.6K-$3.6K2026-10-29
Catalyst Private Wealth, LLC
UNCHANGED2,0022,00200%$316.4K$310.7K-$5.7K2026-10-13
Home Federal Bank of Tennessee
DECREASED1,9882,087-99-5%$329.8K$308.5K-$21.3K2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,9821,579+403+26%$249.6K$307.6K+$58.1K2026-10-28
TSA Wealth Managment LLC
UNCHANGED1,9801,98000%$312.9K$307.3K-$5.6K2026-10-22
JB Capital LLC
INCREASED1,9751,966+9+0%$310.7K$306.5K-$4.2K2026-10-19
Oregon Pacific Wealth Management, LLC
INCREASED1,9721,925+47+2%$304.2K$306.1K+$1.8K2026-10-20
Bauman Advisory Group, LLC
INCREASED1,9651,729+236+14%$273.3K$305.0K+$31.7K2026-10-29
Tucker Asset Management LLC
UNCHANGED1,9521,95200%$308.5K$303.0K-$5.5K2026-10-29
Crusonia Wealth Advisors LLC
DECREASED1,9442,164-220-10%$342.0K$301.7K-$40.3K2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED1,9355,468-3,533-65%$864.2K$300.4K-$563.8K2026-10-13
Ferguson Shapiro LLC
INCREASED1,9191,909+10+1%$301.6K$297.9K-$3.8K2026-10-16
Paragon Private Wealth Management, LLC
DECREASED1,9141,941-27-1%$306.7K$297.0K-$9.7K2026-10-20
WestHill Financial Advisors, Inc.
UNCHANGED1,9141,91400%$302.5K$297.1K-$5.4K2026-10-14
Cape Investment Advisory, Inc.
INCREASED1,9101,881+29+2%$297.3K$296.4K-$8142026-10-13
Gibraltar Capital Management, Inc.
DECREASED1,9101,911-10%$302.0K$296.4K-$5.6K2026-10-27
Calamos Wealth Management LLC
DECREASED1,9082,903-995-34%$458.8K$296.1K-$162.6K2026-11-02
Smith & Howard Wealth Management, LLC
UNCHANGED1,9081,90800%$301.5K$296.1K-$5.4K2026-10-27
Aurora Private Wealth, Inc.
INCREASED1,9031,892+11+1%$299.0K$295-$298.7K2026-10-20
Hopwood Financial Services, Inc.
DECREASED1,8941,954-60-3%$308.8K$293.9K-$14.8K2026-10-29
MY Wealth Management Inc.
DECREASED1,8881,996-108-5%$315.4K$293.0K-$22.4K2026-10-21
Perennial Advisors, LLC
UNCHANGED1,8811,88100%$297.3K$291.9K-$5.3K2026-10-13
Sentinel Pension Advisors, LLC
DECREASED1,8761,893-17-1%$303.2K$291.2K-$12.0K2026-11-02
ARS Wealth Advisors Group, LLC
UNCHANGED1,8741,87400%$296.1K$290.8K-$5.3K2026-10-16
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,8741,87400%$296.1K$290.8K-$5.3K2026-10-14
CWS Financial Advisors, LLC
INCREASED1,8701,863+7+0%$294.4K$290.3K-$4.1K2026-10-16
New England Professional Planning Group Inc.
UNCHANGED1,8691,86900%$295.4K$290.1K-$5.3K2026-10-29
Weil Company, Inc.
UNCHANGED1,8661,86600%$294.9K$289.6K-$5.3K2026-10-14
Realta Investment Advisors
INCREASED1,8591,815+44+2%$286.9K$288.5K+$1.6K2026-10-14
Revisor Wealth Management LLC
DECREASED1,8511,985-134-7%$313.6K$296.6K-$17.0K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED1,8471,84700%$291.9K$286.7K-$5.2K2026-11-05
Santori & Peters, Inc.
NEW1,843—+1,843——$286.1K—2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED1,8401,84000%$290.8K$285.6K-$5.2K2026-10-22
Ashurst Perkins Coie Trust Co
UNCHANGED1,8351,83500%$290.0K$284.8K-$5.2K2026-10-15
Founders Capital Management
INCREASED1,8261,817+9+1%$287.2K$283.3K-$3.9K2026-10-13
Capital Management Associates, Inc
UNCHANGED1,8251,82500%$288.4K$283.2K-$5.2K2026-10-20
KFG Wealth Management, LLC
INCREASED1,8181,801+17+1%$284.6K$282.2K-$2.5K2026-10-16
BLB&B Advisors, LLC
DECREASED1,8102,059-249-12%$325.4K$280.8K-$44.6K2026-10-27
Hofer & Associates. Inc
DECREASED1,80541,734-39,929-96%$6.6M$280.1K-$6.3M2026-10-13
RED Crane Wealth Management, LLC
INCREASED1,8051,798+7+0%$284.1K$280.1K-$4.0K2026-10-14
Benchmark Financial, LLC
NEW1,792—+1,792——$278.1K—2026-10-16
Sage Financial Group Inc
DECREASED1,7684,144-2,376-57%$654.8K$274.3K-$380.5K2026-10-27
Philadelphia Trust Co
UNCHANGED1,7651,76500%$279.0K$274-$278.7K2026-11-05
Financial Futures Ltd Liability Co.
DECREASED1,7501,762-12-1%$278.5K$271.6K-$6.9K2026-10-13
MRA Advisory Group
UNCHANGED1,7481,74800%$276.2K$271.3K-$4.9K2026-10-07
Princeton Capital Management LLC
UNCHANGED1,7301,73000%$273.4K$268.5K-$4.9K2026-10-27
KMG Fiduciary Partners, LLC
UNCHANGED1,7291,72900%$273.3K$268.4K-$4.9K2026-10-14
Leading Edge Financial Planning LLC
DECREASED1,7281,780-52-3%$281.3K$268.2K-$13.1K2026-10-23
Unified Investment Management
INCREASED1,7171,716+1+0%$271.2K$266.5K-$4.7K2026-10-14
Foguth Wealth Management, Llc.
DECREASED1,7152,659-944-35%$423.8K$274.8K-$149.0K2026-10-19
Wespac Advisors, LLC
DECREASED1,7084,222-2,514-60%$667.2K$265.2K-$402.1K2026-10-26
Balance Wealth Partners LLC
DECREASED1,7081,920-212-11%$303.4K$265.1K-$38.3K2026-10-27
Opal Wealth Advisors, LLC
UNCHANGED1,7081,70800%$269.9K$265.1K-$4.8K2026-10-16
Kestra Investment Management, LLC
INCREASED1,7061,697+9+1%$268.2K$264.8K-$3.4K2026-11-04
WealthPlan Investment Management, LLC
DECREASED1,6901,947-257-13%$307.6K$262.3K-$45.3K2026-10-15
626 Financial, LLC
UNCHANGED1,6861,68600%$266.4K$261.7K-$4.8K2026-11-04
ZynergyRetirementPlanningLLC
UNCHANGED1,6851,68500%$266.3K$261.5K-$4.8K2026-10-08
Mullaney, Keating & Wright, Inc.
UNCHANGED1,6831,68300%$266.0K$261.3K-$4.8K2026-10-19
Cornerstone Planning Group LLC
INCREASED1,6811,674+7+0%$270.6K$266.9K-$3.7K2026-10-16
Swmg, LLC
UNCHANGED1,6751,67500%$268.3K$272.4K+$4.1K2026-10-23
Everhart Financial Group, Inc.
DECREASED1,6701,678-80%$265.2K$259.3K-$6.0K2026-10-08
Peachtree Investment Partners, LLC
INCREASED1,6691,663+6+0%$262.7K$259.0K-$3.7K2026-11-05
Van Cleef Asset Management,Inc
UNCHANGED1,6631,66300%$262.8K$258.1K-$4.7K2026-10-20
Independent Wealth Advisors LLC
INCREASED1,6621,658+4+0%$262.1K$258.0K-$4.1K2026-10-27
Endeavor Private Wealth, Inc.
UNCHANGED1,6611,66100%$262.5K$257.8K-$4.7K2026-11-05
Well Done, LLC
INCREASED1,6581,445+213+15%$228.4K$257.3K+$29.0K2026-10-20
Salem Investment Counselors Inc
UNCHANGED1,6581,65800%$262.0K$257.3K-$4.7K2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED1,6571,585+72+5%$250.5K$257.2K+$6.7K2026-10-16
Commons Capital, LLC
INCREASED1,6531,650+3+0%$260.8K$256.5K-$4.3K2026-11-05
Columbia Advisory Partners LLC
INCREASED1,6441,450+194+13%$229.1K$255.1K+$26.0K2026-10-15
JSF Financial, LLC
DECREASED1,6441,653-9-1%$261.2K$255.2K-$6.1K2026-10-22
West Branch Capital LLC
DECREASED1,6411,677-36-2%$265.1K$254.6K-$10.4K2026-10-20
TruNorth Capital Management, LLC
UNCHANGED1,6381,63800%$258.9K$254.2K-$4.6K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED1,6291,62900%$257.4K$252.8K-$4.6K2026-10-22
Commerce Advisors, LLC
DECREASED1,6201,916-296-15%$302.7K$251.5K-$51.2K2026-10-19
Zega Investments, LLC
DECREASED1,6161,703-87-5%$269.1K$250.8K-$18.3K2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED1,6151,61500%$255.2K$250.6K-$4.6K2026-10-13
Clarus Group, Inc.
INCREASED1,6101,575+35+2%$248.9K$249.9K+$9752026-10-21
Moller Wealth Partners
INCREASED1,6091,602+7+0%$253.2K$249.7K-$3.5K2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED1,5991,680-81-5%$265.5K$248.2K-$17.3K2026-11-04
Sather Financial Group Inc
UNCHANGED1,5921,59200%$251.6K$247.1K-$4.5K2026-10-30
Accredited Investors Inc.
DECREASED1,5892,059-470-23%$325.4K$246.6K-$78.8K2026-11-03
Beau Ventures, LLc
NEW1,585—+1,585——$246.0K—2026-10-14
Mindset Wealth Management, LLC
UNCHANGED1,5771,57700%$249.1K$244.7K-$4.5K2026-10-19
S&A Financial Services, Inc.
UNCHANGED1,5651,56500%$247.3K$242.9K-$4.4K2026-11-03
Security National Bank
UNCHANGED1,5621,56200%$246.8K$242.4K-$4.4K2026-10-26
Stronghold Wealth Management L.L.C.
NEW1,559—+1,559——$242.0K—2026-10-16
Chapin Davis, Inc.
UNCHANGED1,5551,55500%$245.7K$241.3K-$4.4K2026-10-09
Detalus Advisors, LLC
UNCHANGED1,5411,54100%$243.5K$239.2K-$4.4K2026-10-15
Nadler Financial Group, Inc.
UNCHANGED1,5411,54100%$243.5K$239.2K-$4.4K2026-10-23
ETF Store, Inc.
INCREASED1,5361,524+12+1%$240.8K$238.4K-$2.4K2026-10-19
Challenger Wealth Management
UNCHANGED1,5351,53500%$242.6K$238.2K-$4.3K2026-10-30
Vericrest Private Wealth
UNCHANGED1,5331,53300%$242.3K$237.9K-$4.3K2026-10-21
Beacon Capital Management, LLC
DECREASED1,5281,616-88-5%$255.3K$237.1K-$18.2K2026-10-23
Richardson Financial Services Inc.
UNCHANGED1,5271,52700%$241.3K$237.0K-$4.3K2026-10-30
KW Wealth Management LLC
NEW1,526—+1,526——$236.8K—2026-10-28
MBL Wealth, LLC
DECREASED1,5261,580-54-3%$249.7K$236.8K-$12.9K2026-10-22
HMS Capital Management, LLC
NEW1,516—+1,516——$235.3K—2026-10-20
Peoples Bank
NEW1,514—+1,514——$235.0K—2026-10-26
First Bancorp, Inc
UNCHANGED1,5111,51100%$238.8K$234.5K-$4.3K2026-10-26
Level Wealth Management LLC
INCREASED1,5061,480+26+2%$233.9K$233.8K-$1202026-10-23
Madrona Financial Services, LLC
DECREASED1,5041,822-318-17%$287.9K$233.5K-$54.4K2026-10-23
Private Management Group Inc
INCREASED1,5011,486+15+1%$234.9K$233.0K-$1.9K2026-11-04
Monument Group Wealth Advisors, LLC
DECREASED1,5001,535-35-2%$291.3K$232.8K-$58.5K2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED1,5001,50000%$237.0K$232.8K-$4.2K2026-10-20
Cpwa, LLC
INCREASED1,4991,490+9+1%$235.5K$238.6K+$3.2K2026-11-04
Atlas Brown,Inc.
INCREASED1,4851,455+30+2%$229.9K$230.5K+$5382026-10-09
WPG Advisers, LLC
DECREASED1,4791,509-30-2%$238.5K$229.5K-$8.9K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED1,4761,47600%$233.3K$229.1K-$4.2K2026-10-16
Hoxton Planning & Management, LLC
UNCHANGED1,4731,47300%$232.8K$228.7K-$4.2K2026-10-15
Integrity Advisory Solutions, LLC
NEW1,471—+1,471——$228.3K—2026-10-29
Eagle Harbor Asset Management Inc
UNCHANGED1,4701,47000%$232.3K$228.1K-$4.2K2026-10-21
Inlight Wealth Management, LLC
UNCHANGED1,4681,46800%$232.0K$227.8K-$4.2K2026-10-21
Berkeley, Inc
UNCHANGED1,4661,46600%$231.7K$227.6K-$4.2K2026-10-20
Harbor Group, Inc.
UNCHANGED1,4661,46600%$231.6K$227.6K-$4.0K2026-10-14
Sun Group Wealth Partners
UNCHANGED1,4621,46200%$231.0K$226.9K-$4.1K2026-10-26
Kathmere Capital Management, LLC
INCREASED1,4591,368+91+7%$216.2K$226.5K+$10.3K2026-10-20
WBH Advisory Inc
UNCHANGED1,4581,45800%$230.3K$226.2K-$4.1K2026-11-05
Cordatus Wealth Management LLC
UNCHANGED1,4571,45700%$230.2K$226.1K-$4.1K2026-10-19
SkyOak Wealth, LLC
UNCHANGED1,4551,45500%$229.9K$225.8K-$4.1K2026-10-28
North Capital, Inc.
UNCHANGED1,4491,44900%$228.9K$230.5K+$1.6K2026-10-16
Merited Wealth, LLC
DECREASED1,4462,014-568-28%$318.3K$224.5K-$93.9K2026-10-13
Enclave Advisors LLC
INCREASED1,4411,440+1+0%$227.6K$223.6K-$4.0K2026-10-14
Altus Wealth Group LLC
INCREASED1,4391,438+1+0%$227.2K$223.3K-$3.9K2026-10-20
Virginia Wealth Management Group, Inc.
INCREASED1,4371,436+1+0%$226.9K$223.0K-$3.9K2026-10-14
North Forty Two & Co.
UNCHANGED1,4361,43600%$226.9K$222.9K-$4.1K2026-10-19
Presilium Private Wealth, LLC
UNCHANGED1,4331,43300%$226.4K$222.4K-$4.1K2026-10-26
Boston Trust Walden Corp
DECREASED1,4322,935-1,503-51%$463.8K$222.2K-$241.6K2026-10-30
Eley Financial Management, Inc
UNCHANGED1,4321,43200%$226.3K$222.2K-$4.1K2026-11-03
Fluent Financial, LLC
UNCHANGED1,4321,43200%$226.3K$222.2K-$4.1K2026-10-13
Cora Capital Advisors LLC
UNCHANGED1,4281,42800%$225.7K$221.6K-$4.0K2026-11-02
True North Advisors, LLC
DECREASED1,4241,633-209-13%$258.1K$221.0K-$37.1K2026-10-22
Private Wealth Partners, LLC
UNCHANGED1,4231,42300%$224.9K$220.9K-$4.0K2026-10-22
Tred Avon Family Wealth, LLC
DECREASED1,4191,428-9-1%$225.7K$220.3K-$5.4K2026-10-20
Gamma Investing LLC
UNCHANGED1,4181,41800%$224.1K$220.1K-$4.0K2026-10-08
Sloy Dahl & Holst, LLC
INCREASED1,4161,415+1+0%$223.6K$219.8K-$3.8K2026-10-14
Stone House Investment Management, LLC
DECREASED1,4151,769-354-20%$279.6K$219.6K-$60.0K2026-10-23
Tectonic Advisors LLC
INCREASED1,4071,400+7+1%$221.2K$218.4K-$2.8K2026-10-22
Compton Wealth Advisory Group, LLC
UNCHANGED1,4031,40300%$222.0K$218.0K-$4.1K2026-10-13
Fortem Financial Group, LLC
DECREASED1,4001,600-200-12%$252.8K$217.3K-$35.6K2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED1,3961,39600%$78.1K$217-$77.9K2026-11-04
Claro Advisors Inc.
INCREASED1,3951,394+1+0%$220.3K$216.4K-$3.8K2026-11-02
Sheets Smith Wealth Management
INCREASED1,3891,388+1+0%$219.3K$215.5K-$3.8K2026-10-16
BankChampaign, National Association
UNCHANGED1,3861,38600%$219.0K$215.1K-$3.9K2026-10-19
Rise Advisors, LLC
INCREASED1,3841,358+26+2%$214.7K$214.8K+$1002026-10-16
Atlatl Advisers LLC
UNCHANGED1,3761,37600%$217.4K$213.6K-$3.9K2026-10-22
CGC Financial Services, LLC
UNCHANGED1,3761,37600%$217.4K$213.6K-$3.9K2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED1,3721,37200%$216.8K$212.9K-$3.9K2026-11-03
Able Wealth Management LLC
UNCHANGED1,3701,37000%$216.5K$215.1K-$1.4K2026-10-13
Seelaus Asset Management LLC
DECREASED1,3661,388-22-2%$219.3K$212.1K-$7.3K2026-10-14
TFC Financial Management, Inc.
INCREASED1,3641,362+2+0%$215.3K$211.7K-$3.6K2026-10-26
Grove Bank & Trust
UNCHANGED1,3641,36400%$215.6K$211.7K-$3.9K2026-10-08
Base Wealth Management LLC
DECREASED1,3541,644-290-18%$259.8K$210.1K-$49.7K2026-10-21
McKinley Carter Wealth Services, Inc.
UNCHANGED1,3511,35100%$213.5K$209.6K-$3.8K2026-10-16
Tandem Capital Management Corp
DECREASED1,3501,370-20-1%$216.5K$209.5K-$7.0K2026-10-22
Redw Wealth LLC
UNCHANGED1,3441,34400%$212.4K$208.6K-$3.8K2026-11-02
ShoreHaven Wealth Partners, LLC
DECREASED1,3431,357-14-1%$214.4K$208.4K-$6.0K2026-10-16
Lexington Hill Partners, LLC
INCREASED1,3401,333+7+1%$210.6K$208.0K-$2.6K2026-10-13
Lakewood Asset Management LLC
UNCHANGED1,3361,33600%$211.1K$207.3K-$3.8K2026-10-26
Summit Global Investments
DECREASED1,3311,777-446-25%$281.0K$207-$280.8K2026-10-28
Blue Sky Capital Consultants Group, Inc.
UNCHANGED1,3301,33000%$210.2K$206.4K-$3.8K2026-10-13
Leeward Financial Partners, LLC
UNCHANGED1,3261,32600%$209.5K$205.8K-$3.8K2026-10-23
Englebert Financial Advisers, LLC
DECREASED1,3251,331-60%$210.3K$205.6K-$4.7K2026-10-20
Lpwm LLC
UNCHANGED1,3201,32000%$208.6K$204.9K-$3.7K2026-10-20
Prosperity Planning, Inc.
UNCHANGED1,3181,31800%$208.2K$204.5K-$3.7K2026-10-09
Genesis Private Wealth, LLC
UNCHANGED1,3161,31600%$208.0K$204.2K-$3.7K2026-11-02
Valley Wealth Managers, Inc.
DECREASED1,3081,546-238-15%$244.3K$203.0K-$41.3K2026-10-09
City Holding Co
DECREASED1,3071,357-50-4%$214.4K$202.8K-$11.6K2026-10-19
KRS Capital Management, LLC
INCREASED1,3061,305+1+0%$206.2K$202.8K-$3.5K2026-10-16
Asset Management One Co., Ltd.
NEW1,300—+1,300——$201.8K—2026-10-27
Sentinel Trust Co LBA
UNCHANGED1,3001,30000%$205$202-$32026-11-03
Global Wealth Strategies & Associates
DECREASED1,2961,306-10-1%$206.4K$201.1K-$5.3K2026-10-02
Agate Pass Investment Management, LLC
UNCHANGED1,2961,29600%$204.8K$201.1K-$3.7K2026-10-20
Future Financial Wealth Managment LLC
UNCHANGED1,2951,29500%$208.9K$201.0K-$7.9K2026-10-15
Ifrah Financial Services, Inc.
DECREASED1,2931,329-36-3%$210.0K$200.7K-$9.3K2026-10-13
Objective Capital Management, LLC
NEW1,292—+1,292——$200.5K—2026-10-13
Successful Portfolios LLC
NEW1,285—+1,285——$201.8K—2026-10-09
Silver Grove Financial Group, Inc.
INCREASED1,2421,214+28+2%$191.8K$192.8K+$9842026-11-05
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,2231,22300%$193.2K$189.8K-$3.5K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED1,1851,18500%$187.3K$183.9K-$3.4K2026-10-21
Bell Investment Advisors, Inc
INCREASED1,184274+910+332%$43.3K$183.7K+$140.4K2026-10-29
Evolution Wealth Management Inc.
DECREASED1,1701,219-49-4%$192.6K$181.6K-$11.1K2026-10-28
GK Wealth Management LLC
DECREASED1,1621,284-122-9%$202.9K$180.4K-$22.5K2026-10-09
Downshift Financial, LLC
INCREASED1,148503+645+128%$79.5K$178.1K+$98.6K2026-10-13
Entrust Financial LLC
DECREASED1,1181,141-23-2%$180.3K$173.6K-$6.8K2026-11-04
McCarley & Cook Financial Planners
UNCHANGED1,0661,06600%$168.5K$165.4K-$3.0K2026-10-21
MTM Investment Management, LLC
UNCHANGED1,0451,04500%$165.1K$162.2K-$3.0K2026-10-30
Abound Wealth Management
DECREASED1,0431,113-70-6%$175.9K$161.9K-$13.9K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED1,0001,00000%$158.0K$155.2K-$2.8K2026-10-27
J.Safra Asset Management Corp
UNCHANGED96496400%$152.3K$149.6K-$2.7K2026-11-03
Pathway Financial Advisers, LLC
NEW946—+946——$146.9K—2026-10-27
Clayton Financial Group LLC
NEW915—+915——$142.0K—2026-10-13
Tsfg, LLC
DECREASED902973-71-7%$154.0K$140-$153.9K2026-10-23
West Paces Advisors Inc.
DECREASED898948-50-5%$149.8K$139.4K-$10.4K2026-10-13
Blueline Advisors LLC
UNCHANGED88288200%$139.4K$136.9K-$2.5K2026-10-15
Newton One Investments LLC
UNCHANGED81381300%$128.5K$126.2K-$2.3K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED80180100%$126.6K$124.4K-$2.2K2026-10-23
Granville Capital, Inc.
UNCHANGED76076000%$120.1K$118.0K-$2.2K2026-11-05
Foresight Capital Management Advisors, Inc.
NEW700—+700——$108.6K—2026-10-27
Blume Capital Management, Inc.
UNCHANGED70070000%$110.6K$108.6K-$2.0K2026-10-26
Hurley Capital, LLC
INCREASED682681+1+0%$107.6K$105.9K-$1.7K2026-11-05
Nova Financial LLC
NEW678—+678——$105.2K—2026-11-04
Kentucky Trust Co
UNCHANGED67167100%$106.0K$104.1K-$1.9K2026-10-15
Hara Capital LLC
DECREASED6561,056-400-38%$166.9K$101.8K-$65.1K2026-10-30
Kimelman & Baird, LLC
UNCHANGED61961900%$97.8K$96.1K-$1.8K2026-11-03
Cdkv Holdings LLC
DECREASED599619-20-3%$97.8K$93.0K-$4.9K2026-10-28
James T. Borello RIA
INCREASED58470+514+734%$11.1K$90.6K+$79.6K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
INCREASED581188+393+209%$29.7K$90.2K+$60.5K2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED57957900%$91.5K$89.9K-$1.6K2026-10-15
Versant Capital Management, Inc
UNCHANGED57757700%$91.2K$89.5K-$1.6K2026-10-02
Bay Harbor Wealth Management, LLC
DECREASED566575-9-2%$90.9K$87.8K-$3.1K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED563561+2+0%$88.7K$87.3K-$1.4K2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED55955900%$88.3K$86.8K-$1.6K2026-11-04
Global Trust Asset Management, LLC
UNCHANGED55155100%$87.1K$85.5K-$1.6K2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED550580-30-5%$91.7K$85.4K-$6.3K2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED55055000%$86.9K$85.4K-$1.6K2026-10-27
Hilltop National Bank
UNCHANGED54254200%$85.7K$84.1K-$1.5K2026-10-14
Certuity, LLC
UNCHANGED53853800%$85.0K$83.5K-$1.5K2026-11-02
American National Bank & Trust
UNCHANGED53553500%$84.5K$83.0K-$1.5K2026-10-07
Bank of New Hampshire
UNCHANGED53253200%$84.1K$82.6K-$1.5K2026-10-06
Lodestone Wealth Management LLC
UNCHANGED51451400%$81.2K$79.8K-$1.5K2026-10-14
Meriwether Wealth & Planning, LLC
NEW501—+501——$77.8K—2026-10-13
Kennebec Savings Bank
DECREASED499514-15-3%$81.2K$77.4K-$3.8K2026-10-22
Noble Wealth Management PBC
DECREASED472580-108-19%$91.7K$73.3K-$18.4K2026-10-01
Virginia Estate & Retirement Planning Advisors Inc.
NEW457—+457——$70.9K—2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED45045000%$71.1K$69.8K-$1.3K2026-10-20
Hughes Financial Services, LLC
UNCHANGED43243200%$68.3K$71.2K+$2.9K2026-10-30
West Financial Advisors, LLC
UNCHANGED42742700%$67.5K$66.3K-$1.2K2026-10-22
CrossGen Wealth, LLC
UNCHANGED42442400%$67.0K$65.8K-$1.2K2026-10-30
Winthrop Capital Management, LLC
UNCHANGED40940900%$65.0K$63.5K-$1.5K2026-11-05
Harbor Asset Planning, Inc.
INCREASED405403+2+1%$63.7K$62.9K-$7932026-10-23
Mainstream Capital Management LLC
NEW395—+395——$61.3K—2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED368309+59+19%$49.0K$57.5K+$8.4K2026-11-04
Align Financial, LLC
UNCHANGED36036000%$56.9K$55.9K-$1.0K2026-10-16
Tradewinds Capital Management, LLC
INCREASED343342+1+0%$54.0K$53.3K-$6932026-10-23
Gen-Wealth Partners Inc
UNCHANGED33233200%$52.5K$51.5K-$9402026-11-04
Financial Consulate, Inc
UNCHANGED32932900%$52.0K$51.1K-$9832026-10-23
DecisionPoint Financial, LLC
DECREASED307364-57-16%$57.6K$47.7K-$9.9K2026-10-27
Pacifica Partners Inc.
DECREASED306406-100-25%$64.7K$47.5K-$17.2K2026-10-09
Creative Capital Management Investments LLC
UNCHANGED30330300%$47.9K$47.0K-$8572026-10-28
Moisand Fitzgerald Tamayo, LLC
UNCHANGED30030000%$47.4K$46.6K-$8492026-10-15
Mcdonald Partners LLC
DECREASED299730-431-59%$115.4K$46.4K-$69.0K2026-11-03
Ulland Investment Advisors, LLC
UNCHANGED29529500%$47$46-$12026-10-13
Main Street Group, LTD
UNCHANGED28728700%$45.4K$44.5K-$8132026-10-28
Phillip James Consulting Co.
UNCHANGED28628600%$45.2K$44.4K-$8102026-11-03
SJS Investment Consulting Inc.
DECREASED276294-18-6%$46.5K$42.8K-$3.6K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED27527500%$43.5K$42.7K-$7782026-10-22
Nfsg Corp
INCREASED268237+31+13%$37.4K$41.6K+$4.2K2026-10-15
Nemes Rush Group LLC
INCREASED247241+6+2%$38.1K$38.3K+$2492026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED23523500%$37.1K$36.5K-$6652026-10-30
Investment Research & Advisory Group, Inc.
UNCHANGED23123100%$36.5K$35.9K-$6542026-10-19
First United Bank & Trust
DECREASED230341-111-33%$53.9K$35.7K-$18.2K2026-10-22
Byrne Asset Management LLC
UNCHANGED22922900%$36.2K$35.6K-$6142026-10-06
American Capital Advisory, LLC
UNCHANGED21621600%$34.1K$33.5K-$6112026-10-28
Birchwood Financial Partners, Inc.
INCREASED202201+1+1%$31.8K$31.4K-$3952026-11-02
Dorato Capital Management
UNCHANGED20020000%$32.2K$31.5K-$7222026-10-08
Burk Holdings LLC
UNCHANGED19819800%$31.3K$30.7K-$5602026-11-05
Wolff Wiese Magana LLC
UNCHANGED19719700%$31.1K$30.5K-$5292026-10-15
Horrell Capital Management, Inc.
UNCHANGED18518500%$29.2K$28.7K-$5242026-10-08
Buck Wealth Strategies, LLC
DECREASED184186-2-1%$29.4K$28.5K-$8362026-10-28
Chilton Capital Management LLC
UNCHANGED17717700%$28.0K$27.5K-$5012026-10-28
Miller Global Investments, LLC
NEW175—+175——$27.2K—2026-10-02
Reap Financial Group, LLC
INCREASED175174+1+1%$27.6K$27.1K-$4392026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED166508-342-67%$80.3K$25.8K-$54.6K2026-10-14
Sunrise Financial Services, LLC
UNCHANGED16616600%$26.2K$25.8K-$4702026-10-21
PayPay Securities Corp
INCREASED162154+8+5%$24.3K$25.1K+$8052026-10-27
Rydar Equities, Inc.
NEW160—+160——$25.2K—2026-10-13
Aventus Investment Advisors, Inc.
UNCHANGED15515500%$24.5K$24.1K-$4392026-10-09
1620 Investment Advisors, Inc.
UNCHANGED14714700%$23.2K$22.8K-$4162026-11-04
Gilpin Wealth Management, LLC
UNCHANGED14014000%$22.1K$21.7K-$3972026-10-09
Kozak & Associates, Inc.
UNCHANGED14014000%$22.2K$22.9K+$7182026-10-29
Kelleher Financial Advisors
NEW135—+135——$21.0K—2026-10-30
Jnba Financial Advisors
NEW131—+131——$20.3K—2026-11-03
Vima LLC
UNCHANGED12012000%$19.0K$18.6K-$3402026-10-23
New England Capital Financial Advisors LLC
NEW100—+100——$15.5K—2026-11-03
Sawyer & Company, Inc
UNCHANGED10010000%$15.8K$15.5K-$2832026-10-21
Hartford Financial Management Inc.
INCREASED961+95+9500%$159$14.9K+$14.7K2026-10-21
Davis Capital Management
UNCHANGED949400%$14.9K$14.6K-$2662026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED828200%$13.0K$12.7K-$2322026-10-30
PFS Partners, LLC
UNCHANGED808000%$12.6K$12.4K-$1572026-10-21
Laurel Wealth Advisors LLC
NEW76—+76——$11.8K—2026-10-27
Livelsberger Financial Advisory
NEW75—+75——$11.6K—2026-10-28
Birch Financial Group, LLC
NEW71—+71——$11.1K—2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED707000%$11.1K$10.9K-$1992026-10-20
Signature Resources Capital Management, LLC
INCREASED6960+9+15%$9.5K$10.7K+$1.2K2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED676700%$10.7K$10.5K-$1922026-11-03
IFS Advisors, LLC
NEW61—+61——$9.5K—2026-10-14
Lloyd Advisory Services, Llc.
UNCHANGED545400%$8.5K$8.4K-$1532026-11-02
Yankcom Partnership
UNCHANGED515100%$8.1K$7.9K-$1452026-10-15
Toth Financial Advisory Corp
NEW50—+50——$7.8K—2026-10-08
Oakworth Capital, Inc.
NEW50—+50——$7.8K—2026-10-26
Dakota Community Bank & Trust NA
UNCHANGED404000%$6.3K$6.2K-$1132026-10-09
Proathlete Wealth Management LLC
UNCHANGED404000%$6.4K$6.3K-$792026-10-15
Horizon Financial Services, LLC
UNCHANGED383800%$6.0K$5.9K-$1072026-11-04
Central Pacific Bank - Trust Division
UNCHANGED262600%$4.1K$4.0K-$742026-10-06
Roxbury Financial LLC
UNCHANGED232300%$3.6K$3.5K-$562026-10-01
Kings Path Partners LLC
NEW19—+19——$3.0K—2026-10-21
Navigoe, LLC
UNCHANGED181800%$2$2$02026-11-04
RMG Wealth Management LLC
UNCHANGED181800%$3.0K$2.9K-$832026-10-26
Networth Advisors, LLC
UNCHANGED171700%$2.7K$2.7K-$342026-11-03
Fairman Group, LLC
NEW16—+16——$2.5K—2026-10-26
Putney Financial Group LLC
NEW15—+15——$2.3K—2026-10-30
Canton Hathaway, LLC
NEW11—+11——$1.7K—2026-10-23
IMG Wealth Management, Inc.
UNCHANGED9900%$1.4K$1.4K-$252026-10-27
Retirement Wealth Solutions LLC
UNCHANGED2200%$240$237-$32026-10-07
Kingdom Financial Group Llc.
UNCHANGED1100%$176$174-$22026-11-04
Verity Asset Management, Inc.
CLOSED014,316-14,316-100%$2.3M$0-$2.3M2026-10-30
Fingerlakes Wealth Management, Inc.
CLOSED05,197-5,197-100%$821.3K$0-$821.3K2026-11-04
Milestone Asset Management, LLC
CLOSED04,687-4,687-100%$740.8K$0-$740.8K2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED03,708-3,708-100%$586.0K$0-$586.0K2026-10-27
Reflection Asset Management
CLOSED03,646-3,646-100%$576.2K$0-$576.2K2026-10-28
Scarborough Advisors, LLC
CLOSED03,600-3,600-100%$577.2K$0-$577.2K2026-10-16
Newport Capital Group, LLC
CLOSED03,059-3,059-100%$483.4K$0-$483.4K2026-10-16
Jefferies Financial Group Inc.
CLOSED02,723-2,723-100%$430.5K$0-$430.5K2026-11-05
Cabana LLC
CLOSED02,715-2,715-100%$429.2K$0-$429.2K2026-11-04
Texas Bank & Trust Co
CLOSED02,646-2,646-100%$418.1K$0-$418.1K2026-11-04
Clark Asset Management, LLC
CLOSED02,528-2,528-100%$399.5K$0-$399.5K2026-10-19
Capital Investment Counsel, LLC
CLOSED02,234-2,234-100%$353.0K$0-$353.0K2026-10-14
Brick & Kyle, Associates
CLOSED02,197-2,197-100%$325.4K$0-$325.4K2026-11-05
PW Nova Financial Services LLC
CLOSED01,848-1,848-100%$292.0K$0-$292.0K2026-10-15
Global View Capital Management LLC
CLOSED01,844-1,844-100%$291.4K$0-$291.4K2026-10-28
Greenspring Advisors, LLC
CLOSED01,803-1,803-100%$284.9K$0-$284.9K2026-11-05
Ehrlich Financial Group
CLOSED01,670-1,670-100%$263.9K$0-$263.9K2026-10-20
Brucke Financial, Inc.
CLOSED01,518-1,518-100%$240.0K$0-$240.0K2026-10-23
BXM Wealth LLC
CLOSED01,499-1,499-100%$236.9K$0-$236.9K2026-11-03
Orgel Wealth Management, LLC
CLOSED01,499-1,499-100%$236.9K$0-$236.9K2026-10-14
DeLarme Wealth Management, Inc.
CLOSED01,398-1,398-100%$220.9K$0-$220.9K2026-10-30
Murphy Pohlad Asset Management LLC
CLOSED01,362-1,362-100%$215.3K$0-$215.3K2026-10-22
Griffin Asset Management, Inc.
CLOSED01,328-1,328-100%$209.9K$0-$209.9K2026-10-22
Crestwood Advisors Group, LLC
CLOSED01,288-1,288-100%$203.5K$0-$203.5K2026-10-27
Discipline Wealth Solutions, LLC
CLOSED01,278-1,278-100%$202.0K$0-$202.0K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
CLOSED01,277-1,277-100%$201.8K$0-$201.8K2026-10-16
Manske Wealth Management
CLOSED01,275-1,275-100%$201.5K$0-$201.5K2026-10-26
Vigilare Wealth Management
CLOSED01,274-1,274-100%$201.3K$0-$201.3K2026-10-29
Ellis Investment Partners, LLC
CLOSED01,272-1,272-100%$201.0K$0-$201.0K2026-10-21
Univest Financial Corp
CLOSED01,269-1,269-100%$200.5K$0-$200.5K2026-11-05
Robinswood Financial LLC
CLOSED01,022-1,022-100%$161.7K$0-$161.7K2026-10-20
Bullseye Investment Management, LLC
CLOSED0725-725-100%$114.6K$0-$114.6K2026-10-29
Tounjian Advisory Partners, LLC
CLOSED0622-622-100%$98.3K$0-$98.3K2026-11-04
Gill Capital Partners, LLC
CLOSED0597-597-100%$94.3K$0-$94.3K2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED0472-472-100%$74.6K$0-$74.6K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0320-320-100%$50.6K$0-$50.6K2026-10-29
Fairway Wealth LLC
CLOSED060-60-100%$9.5K$0-$9.5K2026-10-30
Sims Investment Management, LLC
CLOSED022-22-100%$3.4K$0-$3.4K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED020-20-100%$3.2K$0-$3.2K2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED016-16-100%$3$0-$32026-10-14
Pillar Financial Advisors, LLC
CLOSED01-1-100%$159$0-$1592026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$460.7K$474.6K+$13.9K2026-10-29
Bank of America Corp
N/A—12,643,649-12,643,649-100%$2.0B———
Morgan Stanley
N/A—10,662,582-10,662,582-100%$1.7B———
Raymond James Financial Inc
N/A—8,009,206-8,009,206-100%$1.3B———
LPL Financial LLC
N/A—7,241,202-7,241,202-100%$1.1B———
Wells Fargo & Company
N/A—6,100,827-6,100,827-100%$964.1M———
JPMorgan Chase & Co
N/A—5,526,857-5,526,857-100%$875.7M———
Ameriprise Financial Inc
N/A—3,715,315-3,715,315-100%$587.2M———
UBS Group AG
N/A—3,674,450-3,674,450-100%$580.7M———
Envestnet Asset Management Inc
N/A—3,613,813-3,613,813-100%$571.1M———
Jones Financial Companies Lllp
N/A—3,335,671-3,335,671-100%$527.8M———
Wellspring Financial Advisors, LLC
N/A—2,958,647-2,958,647-100%$71.5M———
Mercer Global Advisors Inc
N/A—2,883,738-2,883,738-100%$455.7M———
Cetera Investment Advisers
N/A—2,823,051-2,823,051-100%$446.1M———
Royal Bank of Canada
N/A—2,518,659-2,518,659-100%$398.0M———
Janney Montgomery Scott LLC
N/A—1,958,777-1,958,777-100%$309.5M———
Goldman Sachs Group Inc
N/A—1,822,230-1,822,230-100%$288.0M———
Osaic Holdings, Inc.
N/A—1,623,862-1,623,862-100%$256.7M———
HighTower Advisors, LLC
N/A—1,466,544-1,466,544-100%$231.8M———
Pathstone Holdings, LLC
N/A—1,425,288-1,425,288-100%$225.2M———
SCS Capital Management LLC
N/A—1,422,806-1,422,806-100%$224.8M———
Stifel Financial Corp
N/A—1,390,923-1,390,923-100%$219.8M———
Baird Financial Group, Inc.
N/A—965,211-965,211-100%$152.5M———
Captrust Financial Advisors
N/A—951,013-951,013-100%$150.3M———
PNC Financial Services Group, Inc.
N/A—917,460-917,460-100%$145.0M———
Arax Advisory Partners
N/A—829,634-829,634-100%$131.1M———
Wharton Business Group, LLC
N/A—820,989-820,989-100%$129.7M———
Cerity Partners LLC
N/A—798,791-798,791-100%$126.2M———
Bank of Montreal
N/A—750,642-750,642-100%$118.6M———
Allworth Financial LP
N/A—715,436-715,436-100%$113.1M———
Equitable Holdings, Inc.
N/A—686,126-686,126-100%$108.4M———
Stratos Wealth Partners, Ltd.
N/A—631,378-631,378-100%$99.8M———
MML Investors Services, LLC
N/A—627,405-627,405-100%$99.1M———
Mariner, LLC
N/A—567,887-567,887-100%$89.7M———
Focus Partners Wealth
N/A—567,493-567,493-100%$89.7M———
Waverly Advisors, LLC
N/A—544,941-544,941-100%$86.1M———
Steward Partners Investment Advisory, LLC
N/A—517,115-517,115-100%$81.7M———
AQR Capital Management LLC
N/A—476,821-476,821-100%$75.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—425,390-425,390-100%$67.2M———
Smithfield Trust Co
N/A—390,879-390,879-100%$61.7M———
Cornerstone Advisory, LLC
N/A—381,419-381,419-100%$60.3M———
Northwestern Mutual Wealth Management Co
N/A—381,117-381,117-100%$60.2M———
FMR LLC
N/A—368,755-368,755-100%$58.3M———
Commerce Bank
N/A—366,684-366,684-100%$57.9M———
Hancock Whitney Corp
N/A—361,160-361,160-100%$57.1M———
Zhang Financial LLC
N/A—343,695-343,695-100%$54.3M———
NewEdge Advisors, LLC
N/A—342,284-342,284-100%$54.1M———
Private Advisor Group, LLC
N/A—338,797-338,797-100%$53.5M———
Beacon Pointe Advisors, LLC
N/A—336,885-336,885-100%$53.2M———
Round Rock Advisors LLC
N/A—324,884-324,884-100%$51.3M———
Operose Advisors LLC
N/A—323,133-323,133-100%$51.1M———
Moneta Group Investment Advisors LLC
N/A—314,360-314,360-100%$49.7M———
Merit Financial Group, LLC
N/A—294,968-294,968-100%$46.6M———
SEI Investments Co
N/A—292,707-292,707-100%$46.3M———
Valmark Advisers, Inc.
N/A—272,000-272,000-100%$43.0M———
Clearstead Advisors, LLC
N/A—271,152-271,152-100%$42.9M———
M&T Bank Corp
N/A—265,343-265,343-100%$41.9M———
New England Asset Management Inc
N/A—259,525-259,525-100%$41.0M———
Crews Bank & Trust
N/A—249,044-249,044-100%$39.4M———
Arkadios Wealth Advisors
N/A—244,299-244,299-100%$38.6M———
Integrated Wealth Concepts LLC
N/A—236,641-236,641-100%$37.4M———
IFG Advisory, LLC
N/A—233,299-233,299-100%$36.9M———
Forum Private Client Group LLC
N/A—230,745-230,745-100%$36.5M———
Sanctuary Advisors, LLC
N/A—225,560-225,560-100%$35.6M———
Roble, Belko & Company, Inc
N/A—220,368-220,368-100%$34.8M———
Berkeley Capital Partners, LLC
N/A—218,601-218,601-100%$34.5M———
&partners
N/A—214,968-214,968-100%$34.0M———
Mutual Advisors, LLC
N/A—214,503-214,503-100%$33.9M———
UBS Asset Management Americas LLC
N/A—210,285-210,285-100%$33.2M———
Bank of Hawaii
N/A—206,296-206,296-100%$32.6M———
Savant Capital, LLC
N/A—203,652-203,652-100%$32.9M———
Conservest Capital Advisors, Inc.
N/A—191,733-191,733-100%$30.3M———
Investment Advisory Group, LLC
N/A—189,527-189,527-100%$30.0M———
Blair William & Co
N/A—188,188-188,188-100%$29.7M———
Pinnacle Financial Partners, Inc.
N/A—185,047-185,047-100%$29.2M———
First Manhattan Co. Llc.
N/A—184,342-184,342-100%$29.1M———
Lbmc Investment Advisors, LLC
N/A—184,044-184,044-100%$29.1M———
Measured Wealth Private Client Group, LLC
N/A—178,824-178,824-100%$28.3M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—178,331-178,331-100%$28.2M———
Essex Financial Services, Inc.
N/A—172,522-172,522-100%$27.3M———
Quantinno Capital Management LP
N/A—170,754-170,754-100%$27.0M———
Northern Trust Corp
N/A—166,367-166,367-100%$26.3M———
Annandale Capital, LLC
N/A—164,994-164,994-100%$26.1M———
Piedmont Capital Management, LLC
N/A—164,700-164,700-100%$26.1M———
EP Wealth Advisors, LLC
N/A—161,531-161,531-100%$25.5M———
Natixis Advisors, LLC
N/A—158,781-158,781-100%$25.1M———
Rockefeller Capital Management L.P.
N/A—157,965-157,965-100%$25.0M———
Cresset Asset Management, LLC
N/A—157,789-157,789-100%$24.9M———
Summit Financial, LLC
N/A—156,108-156,108-100%$24.7M———
Money Concepts Capital Corp
N/A—154,087-154,087-100%$24.4M———
Bessemer Group Inc
N/A—146,661-146,661-100%$23.2M———
Wealthspire Advisors, LLC
N/A—143,339-143,339-100%$22.7M———
RWA Wealth Partners, LLC
N/A—141,144-141,144-100%$22.3M———
MAI Capital Management
N/A—140,259-140,259-100%$22.2M———
Cary Street Partners Financial LLC
N/A—134,358-134,358-100%$21.2M———
CreativeOne Wealth, LLC
N/A—133,987-133,987-100%$21.2M———
Iron Gate Global Advisors LLC
N/A—125,484-125,484-100%$19.8M———
Arkos Global Advisors
N/A—125,071-125,071-100%$19.8M———
Trustmark Bank Trust Department
N/A—123,362-123,362-100%$19.5M———
Kingsview Wealth Management, LLC
N/A—120,747-120,747-100%$19.1M———
Accretive Wealth Partners, LLC
N/A—120,326-120,326-100%$19.0M———
Performance Wealth Partners, LLC
N/A—118,890-118,890-100%$18.8M———
AF Advisors, Inc.
N/A—118,854-118,854-100%$18.8M———
Rollins Financial Advisors, LLC
N/A—116,160-116,160-100%$18.4M———
Swan Capital LLC
N/A—115,374-115,374-100%$18.2M———
Transcend Capital Advisors, LLC
N/A—114,135-114,135-100%$18.0M———
Hardy Reed LLC
N/A—111,422-111,422-100%$17.6M———
BlackRock, Inc.
N/A—109,557-109,557-100%$17.3M———
Paragon Financial Partners, Inc.
N/A—106,217-106,217-100%$17.2M———
Causey Wealth LLC
N/A—105,102-105,102-100%$16.6M———
Stonebridge Capital Advisors LLC
N/A—103,886-103,886-100%$16.4M———
Ameritas Advisory Services, LLC
N/A—103,604-103,604-100%$16.4M———
Headinvest, LLC
N/A—102,583-102,583-100%$16.2M———
Howe & Rusling Inc
N/A—102,327-102,327-100%$16.2M———
Harbour Investments, Inc.
N/A—101,759-101,759-100%$16.1M———
VSM Wealth Advisory, LLC
N/A—100,115-100,115-100%$15.8M———
Pointe Capital Management LLC
N/A—98,634-98,634-100%$15.6M———
United Capital Financial Advisors, LLC
N/A—97,983-97,983-100%$15.5M———
Peapack Gladstone Financial Corp
N/A—96,450-96,450-100%$15.2M———
Brown Advisory Inc
N/A—95,356-95,356-100%$15.1M———
Aptus Capital Advisors, LLC
N/A—93,785-93,785-100%$14.8M———
IEQ Capital, LLC
N/A—92,681-92,681-100%$14.6M———
Stephens Inc
N/A—90,542-90,542-100%$14.3M———
truNorth Financial Services, Inc.
N/A—90,239-90,239-100%$14.3M———
Gross & Hartman Investments LLC
N/A—89,709-89,709-100%$14.2M———
SlateStone Wealth, LLC
N/A—87,631-87,631-100%$13.8M———
Global Retirement Partners, LLC
N/A—87,342-87,342-100%$13.8M———
Nwam LLC
N/A—85,738-85,738-100%$13.5M———
Geneos Wealth Management Inc.
N/A—84,947-84,947-100%$13.4M———
Octavia Wealth Advisors, LLC
N/A—83,726-83,726-100%$13.2M———
Elevation Advisory Partners LLC
N/A—83,517-83,517-100%$13.3M———
Vestmark Advisory Solutions, Inc.
N/A—81,972-81,972-100%$13.0M———
Spreng Capital Management, Inc.
N/A—81,351-81,351-100%$12.9M———
Fiduciary Trust Co
N/A—81,316-81,316-100%$12.9M———
Kropog Financial Group, LLC
N/A—80,850-80,850-100%$12.8M———
Stillwater Capital Advisors, LLC
N/A—79,556-79,556-100%$12.6M———
Northwest & Ethical Investments L.P.
N/A—78,220-78,220-100%$12.4M———
Francis Financial, Inc.
N/A—77,743-77,743-100%$12.3M———
Summit Wealth Partners, LLC
N/A—77,091-77,091-100%$12.2M———
World Investment Advisors
N/A—76,738-76,738-100%$11.5M———
Yarger Wealth Strategies, LLC
N/A—76,504-76,504-100%$12.3M———
Gateway Wealth Partners, LLC
N/A—76,345-76,345-100%$12.1M———
Voya Financial Advisors, Inc.
N/A—76,113-76,113-100%$12.1M———
CVA Family Office, LLC
N/A—75,888-75,888-100%$12.0M———
Bluespring Wealth Management, LLC
N/A—72,828-72,828-100%$11.5M———
Atlas Legacy Advisors, LLC
N/A—72,780-72,780-100%$11.5M———
Evergreen Wealth Management, LLC
N/A—72,610-72,610-100%$11.5M———
Deutsche Bank Ag\
N/A—72,128-72,128-100%$11.4M———
CIBC Bancorp USA Inc.
N/A—71,973-71,973-100%$11.4M———
Vanguard National Trust Co
N/A—68,302-68,302-100%$10.8M———
Johnson Financial Group, Inc.
N/A—67,369-67,369-100%$10.6M———
Wellington Management Group LLP
N/A—67,361-67,361-100%$10.6M———
Western Wealth Management, LLC
N/A—66,833-66,833-100%$10.6M———
O'shaughnessy Asset Management, LLC
N/A—66,690-66,690-100%$10.5M———
Daybright Advisory Services, Inc.
N/A—65,322-65,322-100%$10.6M———
First National Bank of Omaha
N/A—65,200-65,200-100%$10.3M———
Focus Partners Advisor Solutions, LLC
N/A—65,154-65,154-100%$10.3M———
Sage Financial Management Group, Inc.
N/A—65,086-65,086-100%$10.3M———
Aspire Capital Advisors LLC
N/A—64,909-64,909-100%$10.3M———
Private Advisory Group LLC
N/A—64,767-64,767-100%$10.2M———
Goldstone Financial Group, LLC
N/A—64,064-64,064-100%$10.1M———
Baron Silver Stevens Financial Advisors, LLC
N/A—63,632-63,632-100%$10.1M———
ArborFi Advisors, LLC
N/A—63,447-63,447-100%$10.0M———
Level Four Advisory Services, LLC
N/A—63,109-63,109-100%$10.0M———
Tilson Financial Group, Inc.
N/A—62,351-62,351-100%$9.9M———
Safe Harbor Family Capital, LLC
N/A—61,838-61,838-100%$9.8M———
Chelsea Counsel Co
N/A—61,650-61,650-100%$9.7M———
Paradigm Capital Management, LLC
N/A—61,271-61,271-100%$9.7M———
IHT Wealth Management, LLC
N/A—61,106-61,106-100%$9.7M———
Principal Securities, Inc.
N/A—61,020-61,020-100%$9.6M———
Three Bearings Fiduciary Advisors, Inc.
N/A—60,937-60,937-100%$9.6M———
Foundations Investment Advisors, LLC
N/A—60,715-60,715-100%$9.6M———
Vision Retirement, LLC
N/A—60,356-60,356-100%$9.5M———
Advisory Services Network, LLC
N/A—60,292-60,292-100%$9.5M———
Capital Analysts, LLC
N/A—60,150-60,150-100%$9.5M———
Gallagher Fiduciary Advisors, LLC
N/A—59,954-59,954-100%$9.5M———
Sound View Wealth Advisors Group, LLC
N/A—59,618-59,618-100%$9.4M———
Renaissance Technologies LLC
N/A—59,000-59,000-100%$9.3M———
Tyche Wealth Partners LLC
N/A—58,163-58,163-100%$9.2M———
Stokes Family Office, LLC
N/A—58,152-58,152-100%$9.2M———
Ranch Capital Advisors Inc.
N/A—57,830-57,830-100%$9.1M———
Gotham Asset Management, LLC
N/A—56,720-56,720-100%$9.0M———
Quest Investment Management LLC
N/A—55,794-55,794-100%$8.8M———
Covington Investment Advisors Inc.
N/A—55,224-55,224-100%$8.7M———
Benjamin Edwards Inc
N/A—54,936-54,936-100%$8.7M———
Dorsey & Whitney Trust Co LLC
N/A—53,482-53,482-100%$8.5M———
Drucker Wealth 3.0, LLC
N/A—53,015-53,015-100%$8.4M———
Tide Cove Capital Partners LLC
N/A—52,020-52,020-100%$8.6M———
Fiduciary Group, LLC
N/A—51,946-51,946-100%$8.2M———
OneAscent Financial Services LLC
N/A—51,918-51,918-100%$8.2M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—51,857-51,857-100%$8.2M———
AssuredPartners Investment Advisors, LLC
N/A—50,743-50,743-100%$8.0M———
Donaldson Capital Management, LLC
N/A—50,346-50,346-100%$8.0M———
Sequoia Financial Advisors, LLC
N/A—50,029-50,029-100%$7.9M———
Croban
N/A—49,838-49,838-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—48,916-48,916-100%$7.7M———
Cascade Financial Partners, LLC
N/A—48,901-48,901-100%$7.7M———
Wealthspan Partners, LLC
N/A—48,769-48,769-100%$7.7M———
AE Wealth Management LLC
N/A—48,524-48,524-100%$7.7M———
Whittier Trust Co
N/A—47,573-47,573-100%$7.6M———
Alexander Labrunerie & Co., Inc.
N/A—46,879-46,879-100%$7.4M———
Wealth Care LLC
N/A—46,557-46,557-100%$7.4M———
Envestnet Portfolio Solutions, Inc.
N/A—46,440-46,440-100%$7.3M———
Wealthspire Retirement, LLC
N/A—46,033-46,033-100%$7.3M———
Wealth Management Associates, Inc.
N/A—45,408-45,408-100%$7.2M———
Brown Brothers Harriman & Co
N/A—45,400-45,400-100%$7.2M———
Sovereign Financial Group, Inc.
N/A—44,791-44,791-100%$7.1M———
Vickerman Investment Advisors, Inc.
N/A—44,374-44,374-100%$7.0M———
Manning & Napier Advisors LLC
N/A—43,153-43,153-100%$6.8M———
Vanguard Advisers Inc
N/A—43,064-43,064-100%$6.8M———
Composition Wealth, LLC
N/A—42,899-42,899-100%$6.8M———
PFG Investments, LLC
N/A—42,748-42,748-100%$6.8M———
Caprock Group, LLC
N/A—42,274-42,274-100%$6.7M———
URS Advisory LLC
N/A—40,863-40,863-100%$6.5M———
BFC Planning, Inc.
N/A—40,744-40,744-100%$6.4M———
Seneca House Advisors
N/A—39,683-39,683-100%$6.3M———
Bridgewealth Advisory Group, LLC
N/A—38,100-38,100-100%$6.0M———
Chaney Capital Management, Inc.
N/A—38,068-38,068-100%$6.0M———
CoreFirst Bank & Trust
N/A—37,752-37,752-100%$6.0M———
Oxinas Partners, LLC
N/A—37,717-37,717-100%$6.0M———
Cannon Wealth Management Services, LLC
N/A—36,920-36,920-100%$5.8M———
Modern Wealth Management, LLC
N/A—36,530-36,530-100%$5.8M———
Walter & Keenan Wealth Management LLC
N/A—36,441-36,441-100%$5.8M———
Rehmann Capital Advisory Group
N/A—35,849-35,849-100%$5.7M———
Faithward Advisors, LLC
N/A—35,776-35,776-100%$5.7M———
Ally Invest Advisors Inc.
N/A—35,689-35,689-100%$5.6M———
Independent Advisor Alliance
N/A—34,714-34,714-100%$5.5M———
Investor's Fiduciary Advisor Network, LLC
N/A—34,378-34,378-100%$5.4M———
Quantum Capital Management, LLC / NJ
N/A—34,318-34,318-100%$5.4M———
Sky-Mountain Capital Management, Inc.
N/A—33,482-33,482-100%$5.3M———
GeoWealth Management, LLC
N/A—33,437-33,437-100%$5.3M———
Ritter Daniher Financial Advisory LLC / de
N/A—32,495-32,495-100%$5.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—31,300-31,300-100%$4.9M———
Hanover Advisors Inc
N/A—30,821-30,821-100%$4.9M———
Advisors Capital Management, LLC
N/A—30,489-30,489-100%$4.8M———
Glen Eagle Advisors, LLC
N/A—30,464-30,464-100%$4.8M———
Betterment LLC
N/A—30,354-30,354-100%$4.8M———
D. E. Shaw & Co., Inc.
N/A—30,294-30,294-100%$4.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—30,284-30,284-100%$4.8M———
Evolve Private Wealth, LLC
N/A—30,233-30,233-100%$4.8M———
Keystone Financial Group
N/A—30,136-30,136-100%$4.8M———
Johnson Investment Counsel Inc
N/A—29,760-29,760-100%$4.7M———
Kapstone Financial Advisors LLC
N/A—29,163-29,163-100%$4.6M———
Cornerstone Advisors Asset Management, LLC
N/A—29,009-29,009-100%$4.6M———
Savvy Advisors, Inc.
N/A—28,952-28,952-100%$4.6M———
KDT Advisors, LLC
N/A—27,539-27,539-100%$4.4M———
Integrity Wealth Solutions LLC
N/A—27,387-27,387-100%$4.3M———
Ausdal Financial Partners, Inc.
N/A—27,374-27,374-100%$4.3M———
Yukon Wealth Management, Inc.
N/A—27,154-27,154-100%$4.3M———
Chevy Chase Trust Holdings, LLC
N/A—26,946-26,946-100%$4.3M———
Hayek Kallen Investment Management
N/A—26,407-26,407-100%$4.2M———
Huntington National Bank
N/A—25,989-25,989-100%$4.1M———
Regal Investment Advisors LLC
N/A—25,908-25,908-100%$4.1M———
Prospect Financial Services LLC
N/A—25,846-25,846-100%$4.1M———
Choate Investment Advisors
N/A—25,376-25,376-100%$4.0M———
Smartleaf Asset Management LLC
N/A—24,503-24,503-100%$3.9M———
Whittier Trust Co of Nevada Inc
N/A—23,928-23,928-100%$3.8M———
Disciplined Investors, L.L.C.
N/A—23,876-23,876-100%$3.8M———
German American Bancorp, Inc.
N/A—23,821-23,821-100%$3.8M———
Orion Capital Management LLC
N/A—23,780-23,780-100%$3.8M———
Panoramic Investment Advisors, LLC
N/A—23,474-23,474-100%$3.7M———
Petix & Botte Co
N/A—23,410-23,410-100%$3.7M———
Noble Wealth Partners LLC
N/A—23,349-23,349-100%$3.7M———
Great Valley Advisor Group, Inc.
N/A—23,324-23,324-100%$3.7M———
Wealthfront Advisers LLC
N/A—23,295-23,295-100%$3.7M———
Warner Financial, Inc
N/A—23,252-23,252-100%$3.7M———
Consultiva Wealth Management, Corp.
N/A—22,803-22,803-100%$3.6M———
Xcelsior Advisor Partners LLC
N/A—22,791-22,791-100%$3.6M———
Steffes Financial, Ltd.
N/A—22,678-22,678-100%$3.6M———
Daiichi Life Insurance Co., Ltd.
N/A—22,032-22,032-100%$3.5M———
MJP Associates Inc
N/A—21,772-21,772-100%$3.4M———
WCG Wealth Advisors LLC
N/A—21,594-21,594-100%$3.4M———
Northstar Group, Inc.
N/A—21,537-21,537-100%$3.4M———
Intellectus Partners, LLC
N/A—21,350-21,350-100%$3.4M———
SageView Advisory Group, LLC
N/A—21,307-21,307-100%$3.4M———
Luminist Capital LLC
N/A—21,112-21,112-100%$3.3M———
First Trust Advisors LP
N/A—21,042-21,042-100%$3.3M———
BOK Financial Private Wealth, Inc.
N/A—20,952-20,952-100%$3.3M———
PAX Financial Group, LLC
N/A—20,952-20,952-100%$3.3M———
VeraBank, N.A.
N/A—20,938-20,938-100%$3.3M———
Federation des caisses Desjardins du Quebec
N/A—20,797-20,797-100%$3.3M———
Kovack Advisors, Inc.
N/A—20,765-20,765-100%$3.3M———
Eldridge Investment Advisors, Inc.
N/A—20,708-20,708-100%$3.3M———
Neuberger Berman Group LLC
N/A—20,686-20,686-100%$3.3M———
Rothschild Investment LLC
N/A—20,330-20,330-100%$3.2M———
Pallas Capital Advisors LLC
N/A—20,197-20,197-100%$3.2M———
GTS Securities LLC
N/A—20,087-20,087-100%$3.2M———
Cozad Asset Management Inc
N/A—20,015-20,015-100%$3.2M———
Mount Lucas Management LP
N/A—19,855-19,855-100%$3.1M———
BBR Partners, LLC
N/A—19,765-19,765-100%$3.1M———
Apriem Advisors
N/A—19,536-19,536-100%$3.1M———
Schroder Investment Management Group
N/A—19,445-19,445-100%$3.1M———
Liberty Square Wealth Partners LLC
N/A—19,402-19,402-100%$3.1M———
FFT Wealth Management LLC
N/A—19,386-19,386-100%$2.8M———
Mittelman Wealth Management
N/A—19,314-19,314-100%$15.2M———
Haverford Trust Co
N/A—19,058-19,058-100%$3.0M———
Flputnam Investment Management Co
N/A—18,959-18,959-100%$3.0M———
Diversified Trust Co
N/A—18,683-18,683-100%$3.0M———
Roundview Capital LLC
N/A—17,942-17,942-100%$2.8M———
TRB Wealth Management, LLC
N/A—17,894-17,894-100%$2.8M———
1015 Capital Partners, LLC
N/A—17,635-17,635-100%$2.8M———
Bouchey Financial Group, Ltd.
N/A—17,542-17,542-100%$2.8M———
Beto Financial Group, LLC
N/A—17,417-17,417-100%$2.8M———
Thoroughbred Financial Services, LLC
N/A—17,145-17,145-100%$2.7M———
Ancora Advisors LLCA
N/A—16,971-16,971-100%$2.7M———
Elite Financial, Inc.
N/A—16,965-16,965-100%$2.7M———
FAS Wealth Partners, Inc.
N/A—16,915-16,915-100%$2.7M———
Aimz Investment Advisors, LLC
N/A—16,824-16,824-100%$2.7M———
McNamara Financial Services, Inc.
N/A—16,453-16,453-100%$2.6M———
Glassman Wealth Services
N/A—16,418-16,418-100%$2.6M———
O'rourke & Company, Inc
N/A—16,403-16,403-100%$2.6M———
Entruity Wealth, LLC
N/A—16,299-16,299-100%$2.6M———
Tradition Wealth Management, LLC
N/A—16,135-16,135-100%$2.5M———
N.E.W. Advisory Services LLC
N/A—16,097-16,097-100%$2.5M———
IMA Advisory Services, Inc.
N/A—16,084-16,084-100%$2.5M———
Financial Engines Advisors L.L.C.
N/A—15,978-15,978-100%$2.5M———
Arete Wealth Advisors, LLC
N/A—15,685-15,685-100%$2.5M———
Stonebridge Financial Planning Group, LLC
N/A—15,637-15,637-100%$2.5M———
HighPoint Advisor Group LLC
N/A—15,635-15,635-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—15,551-15,551-100%$2.5M———
Franklin Resources Inc
N/A—15,440-15,440-100%$2.4M———
Carr Financial Group Corp
N/A—15,323-15,323-100%$2.4M———
J Hagan Capital, Inc.
N/A—15,252-15,252-100%$2.4M———
Holderness Investments Co
N/A—15,245-15,245-100%$2.4M———
Jupiter Topco LLC
N/A—15,172-15,172-100%$2.4M———
Scotia Capital Inc.
N/A—15,118-15,118-100%$2.4M———
Richard W. Paul & Associates, LLC
N/A—15,110-15,110-100%$2.4M———
Mayflower Financial Advisors, LLC
N/A—15,052-15,052-100%$2.4M———
National Bank of Canada
N/A—14,954-14,954-100%$2.4M———
Centaurus Financial, Inc.
N/A—14,763-14,763-100%$2.3M———
Axis Wealth Partners, LLC
N/A—14,715-14,715-100%$2.3M———
CIBC World Market Inc.
N/A—14,658-14,658-100%$2.3M———
Capital Advisors Inc
N/A—14,466-14,466-100%$2.3M———
Compass Financial Services Inc
N/A—14,436-14,436-100%$2.3M———
Cofg Advisors, LLC
N/A—14,435-14,435-100%$2.3M———
Webster Bank, N. A.
N/A—14,401-14,401-100%$2.3M———
NewEdge Wealth, LLC
N/A—14,369-14,369-100%$2.3M———
Fidelis Capital Partners, LLC
N/A—14,080-14,080-100%$2.2M———
UMB Bank, n.a.
N/A—14,026-14,026-100%$2.2M———
Cascade Wealth Advisors, Inc
N/A—13,847-13,847-100%$2.3M———
Wealthedge Investment Advisors, LLC
N/A—13,794-13,794-100%$2.2M———
Strategic Wealth Partners, Ltd.
N/A—13,787-13,787-100%$2.2M———
Arrowroot Family Office, LLC
N/A—13,777-13,777-100%$2.2M———
Mark Sheptoff Financial Planning, LLC
N/A—13,641-13,641-100%$2.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—13,552-13,552-100%$2.1M———
Pacific SUN Financial Corp
N/A—13,470-13,470-100%$2.1M———
Blue Chip Partners, LLC
N/A—13,454-13,454-100%$2.1M———
Leavell Investment Management, Inc.
N/A—13,325-13,325-100%$2.1M———
Fiduciary Financial Advisors
N/A—13,314-13,314-100%$2.1M———
Prosperity Bancshares Inc
N/A—13,306-13,306-100%$2.1M———
360 Financial, Inc.
N/A—13,215-13,215-100%$2.1M———
Medallion Wealth Advisors, LLC
N/A—13,213-13,213-100%$2.1M———
Townsquare Capital LLC
N/A—13,145-13,145-100%$2.1M———
Freestone Capital Holdings, LLC
N/A—13,092-13,092-100%$2.1M———
SouthState Bank Corp
N/A—13,028-13,028-100%$2.1M———
Resolute Capital, LLC
N/A—12,905-12,905-100%$2.0M———
Cardiff Park Advisors, LLC
N/A—12,904-12,904-100%$2.0M———
Oxford Financial Group, Ltd. LLC
N/A—12,875-12,875-100%$2.0M———
Mokan Wealth Management Inc.
N/A—12,848-12,848-100%$2.0M———
Stock Yards Bank & Trust Co
N/A—12,837-12,837-100%$2.0M———
Kastel Capital Advisors, LLC
N/A—12,734-12,734-100%$1.9M———
Red Door Wealth Management, LLC
N/A—12,471-12,471-100%$2.0M———
Twin Focus Capital Partners, LLC
N/A—12,366-12,366-100%$2.0M———
Belpointe Asset Management LLC
N/A—12,341-12,341-100%$2.0M———
FCA Corp
N/A—12,253-12,253-100%$1.9M———
Bradley Foster & Sargent Inc
N/A—12,118-12,118-100%$1.9M———
Clarity Financial LLC
N/A—11,907-11,907-100%$1.9M———
Trinity Legacy Partners, LLC
N/A—11,906-11,906-100%$1.9M———
JT Stratford LLC
N/A—11,801-11,801-100%$1.9M———
Allie Family Office LLC
N/A—11,795-11,795-100%$1.9M———
Mosaic Family Wealth Partners, LLC
N/A—11,766-11,766-100%$1.9M———
Coldstream Capital Management Inc
N/A—11,657-11,657-100%$1.8M———
HBK Sorce Advisory LLC
N/A—11,629-11,629-100%$1.9M———
Ballentine Partners, LLC
N/A—11,301-11,301-100%$1.8M———
Jaffetilchin Investment Partners, LLC
N/A—11,157-11,157-100%$1.8M———
Anchor Investment Management, LLC
N/A—11,069-11,069-100%$1.7M———
North Star Asset Management Inc
N/A—11,030-11,030-100%$1.7M———
Capital Group Private Client Services, Inc.
N/A—10,853-10,853-100%$1.7M———
New Insight Wealth Advisors
N/A—10,782-10,782-100%$1.7M———
C M Bidwell & Associates LTD
N/A—10,779-10,779-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—10,553-10,553-100%$1.7M———
Cahill Financial Advisors Inc
N/A—10,452-10,452-100%$1.7M———
Christine Messmer PC
N/A—10,216-10,216-100%$1.6M———
DF Dent & Co Inc
N/A—10,213-10,213-100%$1.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—10,206-10,206-100%$1.6M———
Coastwise Capital Group, LLC
N/A—10,144-10,144-100%$1.6M———
Marshall Wace, LLP
N/A—10,100-10,100-100%$1.6M———
Tower Bridge Advisors
N/A—10,096-10,096-100%$1.6M———
Manufacturers Life Insurance Company, the
N/A—10,086-10,086-100%$1.6M———
Novare Capital Management LLC
N/A—10,057-10,057-100%$1.6M———
Nicolet Bankshares Inc
N/A—9,995-9,995-100%$1.6M———
Greenwich Wealth Management LLC
N/A—9,960-9,960-100%$1.6M———
Ibex Wealth Advisors
N/A—9,949-9,949-100%$1.6M———
Circle Wealth Management, LLC
N/A—9,885-9,885-100%$1.6M———
Empowered Funds, LLC
N/A—9,874-9,874-100%$1.6M———
HM Payson & Co
N/A—9,826-9,826-100%$1.6M———
Snowden Capital Advisors LLC
N/A—9,796-9,796-100%$1.5M———
Clark Capital Management Group, Inc.
N/A—9,759-9,759-100%$1.5M———
Birchcreek Wealth Management, LLC
N/A—9,734-9,734-100%$1.5M———
5T Wealth, LLC
N/A—9,710-9,710-100%$1.5M———
Cambria Investment Management, L.P.
N/A—9,645-9,645-100%$1.5M———
Westfuller Advisors, LLC
N/A—9,594-9,594-100%$1.5M———
Alesco Advisors, LLC, An ESL Co
N/A—9,560-9,560-100%$1.5M———
Curi Capital, LLC
N/A—9,543-9,543-100%$1.5M———
Westbourne Investments, Inc.
N/A—9,521-9,521-100%$1.5M———
Wimmer Associates 1, LLC
N/A—9,520-9,520-100%$1.5M———
Range Advisory, LLC
N/A—9,461-9,461-100%$1.5M———
Zuckerman Investment Group, LLC
N/A—9,266-9,266-100%$1.5M———
Mayport, LLC
N/A—9,254-9,254-100%$1.5M———
LaSalle St. Investment Advisors, LLC
N/A—9,244-9,244-100%$1.5M———
First American Trust, FSB
N/A—9,137-9,137-100%$1.4M———
KMT Wealth Management, LLC
N/A—9,070-9,070-100%$1.4M———
Dakota Wealth Management
N/A—9,063-9,063-100%$1.4M———
Bogart Wealth, LLC
N/A—8,989-8,989-100%$1.4M———
John A. Wolfe & Associates, Inc.
N/A—8,892-8,892-100%$1.4M———
Bantamac Capital, LLC
N/A—8,850-8,850-100%$1.4M———
Thomasville National Bank
N/A—8,773-8,773-100%$1.4M———
Miramar Capital, LLC
N/A—8,691-8,691-100%$1.4M———
Tobias Financial Advisors, Inc.
N/A—8,660-8,660-100%$1.4M———
Collaborative Wealth Managment Inc.
N/A—8,640-8,640-100%$1.4M———
Argent Trust Co
N/A—8,602-8,602-100%$1.4M———
MidFirst Bank
N/A—8,521-8,521-100%$1.3M———
Next Capital Management LLC
N/A—8,505-8,505-100%$1.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,483-8,483-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—8,452-8,452-100%$1.3M———
Northstar Financial Companies, Inc.
N/A—8,439-8,439-100%$1.3M———
Madison Wealth Partners, Inc
N/A—8,355-8,355-100%$1.3M———
Cornerstone Financial Management LLC
N/A—8,353-8,353-100%$1.3M———
Purkiss Capital Advisors LLC
N/A—8,289-8,289-100%$1.3M———
NorthRock Partners, LLC
N/A—8,029-8,029-100%$1.3M———
Rasp Wealth Solutions, LLC
N/A—7,888-7,888-100%$1.2M———
WNY Asset Management, LLC
N/A—7,839-7,839-100%$1.2M———
Gould Asset Management LLC
N/A—7,732-7,732-100%$1.2M———
Steigerwald, Gordon & Koch Inc.
N/A—7,680-7,680-100%$1.2M———
Private Capital Management, LLC
N/A—7,616-7,616-100%$1.2M———
Vista Investment Management
N/A—7,590-7,590-100%$1.2M———
LOM Asset Management Ltd
N/A—7,580-7,580-100%$1.2M———
SHP Wealth Management
N/A—7,535-7,535-100%$1.2M———
Advyzon Investment Management, LLC
N/A—7,461-7,461-100%$1.2M———
SVB Wealth LLC
N/A—7,447-7,447-100%$1.2M———
Fort Sheridan Advisors LLC
N/A—7,355-7,355-100%$1.2M———
Columbia River Financial Group, LLC
N/A—7,350-7,350-100%$1.2M———
Aspen Grove Capital, LLC
N/A—7,346-7,346-100%$1.2M———
New Republic Capital, LLC
N/A—7,172-7,172-100%$1.1M———
Smith, Moore & Co.
N/A—7,119-7,119-100%$1.1M———
Continuum Advisory, LLC
N/A—7,096-7,096-100%$1.1M———
Moors & Cabot, Inc.
N/A—7,063-7,063-100%$1.1M———
NCM Capital Management, LLC
N/A—7,000-7,000-100%$1.1M———
Oakmont Advisory Group, LLC
N/A—6,989-6,989-100%$1.1M———
Condor Capital Management
N/A—6,935-6,935-100%$1.1M———
Kintra Wealth, LLC
N/A—6,816-6,816-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—6,771-6,771-100%$1.1M———
Edgestream Partners, L.P.
N/A—6,661-6,661-100%$1.1M———
Corus Family Wealth Advisors
N/A—6,627-6,627-100%$1.0M———
V2 Financial group LLC
N/A—6,606-6,606-100%$1.0M———
Peak Retirement Planning, Inc.
N/A—6,597-6,597-100%$1.0M———
Rothschild Wealth LLC
N/A—6,593-6,593-100%$1.0M———
Perennial Investment Advisors, LLC
N/A—6,574-6,574-100%$1.0M———
GWN Securities Inc.
N/A—6,562-6,562-100%$1.0M———
BankPlus Trust Department
N/A—6,458-6,458-100%$1.0M———
Pennington Partners & Co., LLC
N/A—6,422-6,422-100%$1.0M———
Heartland Bank & Trust Co
N/A—6,337-6,337-100%$1.0M———
Marco Investment Management LLC
N/A—6,300-6,300-100%$995.6K———
QRG Capital Management, Inc.
N/A—6,211-6,211-100%$981.5K———
FourThought Financial Partners, LLC
N/A—6,165-6,165-100%$974.3K———
National Philanthropic Trust
N/A—6,087-6,087-100%$961.9K———
Bartlett & Co. Wealth Management LLC
N/A—6,069-6,069-100%$959.1K———
Paces Ferry Wealth Advisors, LLC
N/A—6,061-6,061-100%$957.9K———
Rockbridge Investment Management, LCC
N/A—6,039-6,039-100%$954.4K———
Cauble & Harre Wealth Management, Inc.
N/A—6,031-6,031-100%$953.0K———
First Citizens Asset Management, Inc.
N/A—6,011-6,011-100%$949.9K———
Pitcairn Wealth Advisors LLC
N/A—5,890-5,890-100%$930.8K———
Horizon Investment Services, LLC
N/A—5,866-5,866-100%$927.1K———
Millstone Evans Group, LLC
N/A—5,837-5,837-100%$922.4K———
Kiley Juergens Wealth Management, LLC
N/A—5,586-5,586-100%$882.8K———
Mathes Company, Inc.
N/A—5,550-5,550-100%$877.0K———
Access Financial Services, Inc.
N/A—5,509-5,509-100%$870.6K———
Summit Wealth Group, LLC
N/A—5,416-5,416-100%$855.9K———
Legend Capital Advisors LLC
N/A—5,400-5,400-100%$853.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—5,359-5,359-100%$846.9K———
Advance Capital Management, Inc.
N/A—5,333-5,333-100%$842.8K———
Interactive Financial Advisors, Inc.
N/A—5,316-5,316-100%$804.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—5,258-5,258-100%$831.0K———
Qube Research & Technologies Ltd
N/A—5,244-5,244-100%$828.7K———
FSB Premier Wealth Management, Inc.
N/A—5,210-5,210-100%$823.4K———
Florida Financial Advisors, LLC
N/A—5,178-5,178-100%$818.4K———
Aldebaran Financial Inc.
N/A—5,175-5,175-100%$817.9K———
Orion Porfolio Solutions, LLC
N/A—5,139-5,139-100%$812.1K———
DiPaolo Financial Group, Inc.
N/A—5,030-5,030-100%$794.9K———
CM Wealth Advisors LLC
N/A—5,017-5,017-100%$792.8K———
Mason Investment Advisory Services, Inc.
N/A—4,973-4,973-100%$785.9K———
FLC Capital Advisors
N/A—4,928-4,928-100%$778.8K———
Founders Financial Alliance, LLC
N/A—4,920-4,920-100%$777.5K———
Stratos Investment Management, LLC
N/A—4,883-4,883-100%$771.8K———
Meridian Management Co
N/A—4,855-4,855-100%$767.2K———
Destination Wealth Management
N/A—4,798-4,798-100%$758.2K———
Cedar Wealth Management, LLC
N/A—4,798-4,798-100%$758.2K———
Invictus Private Wealth, LLC
N/A—4,797-4,797-100%$758.1K———
Boston Family Office LLC
N/A—4,768-4,768-100%$753.0K———
Fiducient Advisors LLC
N/A—4,764-4,764-100%$752.8K———
Van Hulzen Asset Management, LLC
N/A—4,764-4,764-100%$752.8K———
Schiavi & Co LLC
N/A—4,763-4,763-100%$467.7K———
Everest Financial Group LLC
N/A—4,755-4,755-100%$751.4K———
Pine Valley Investments Ltd Liability Co
N/A—4,629-4,629-100%$731.6K———
Becker Capital Management Inc
N/A—4,599-4,599-100%$726.7K———
Brookwood Investment Group LLC
N/A—4,597-4,597-100%$726.5K———
Summit Trail Advisors, LLC
N/A—4,577-4,577-100%$723.3K———
Hantz Financial Services, Inc.
N/A—4,575-4,575-100%$723.0K———
Element Wealth, LLC
N/A—4,550-4,550-100%$719.1K———
HHM Wealth Advisors, LLC
N/A—4,529-4,529-100%$715.7K———
Fortis Group Advisors, LLC
N/A—4,448-4,448-100%$702.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,434-4,434-100%$700.7K———
Libra Wealth LLC
N/A—4,429-4,429-100%$699.9K———
Tanglewood Legacy Advisors, LLC
N/A—4,383-4,383-100%$692.6K———
Brio Consultants, LLC
N/A—4,334-4,334-100%$685.0K———
Hirtle & Co., LLC
N/A—4,306-4,306-100%$680.5K———
Frisch Financial Group, Inc.
N/A—4,295-4,295-100%$678.8K———
ProVise Management Group, LLC
N/A—4,276-4,276-100%$675.8K———
Aberdeen Wealth Management LLC
N/A—4,266-4,266-100%$674.1K———
Integrated Investment Consultants, LLC
N/A—4,259-4,259-100%$673.1K———
Bragg Financial Advisors, Inc
N/A—4,255-4,255-100%$672.4K———
Mmbg Investment Advisors Co.
N/A—4,243-4,243-100%$670.5K———
Quotient Wealth Partners, LLC
N/A—4,211-4,211-100%$665.5K———
Whalerock Point Partners, LLC
N/A—4,158-4,158-100%$657.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,148-4,148-100%$655.5K———
MWA Asset Management
N/A—4,065-4,065-100%$642.4K———
EFG International AG
N/A—4,053-4,053-100%$640.5K———
Ameritas Investment Partners, Inc.
N/A—4,048-4,048-100%$639.6K———
Constant Guidance Financial LLC
N/A—4,017-4,017-100%$634.8K———
Zacks Investment Management
N/A—3,975-3,975-100%$628.2K———
Ames National Corp
N/A—3,955-3,955-100%$625.0K———
BSW Wealth Partners
N/A—3,952-3,952-100%$624.5K———
Paladin Advisory Group, LLC
N/A—3,938-3,938-100%$622.2K———
Laraway Financial Advisors Inc
N/A—3,938-3,938-100%$622.4K———
Cura Wealth Advisors, LLC
N/A—3,900-3,900-100%$616.3K———
Colonial Trust Co / SC
N/A—3,890-3,890-100%$614.7K———
Wealth Alliance, LLC
N/A—3,887-3,887-100%$614.3K———
Heritage Trust Co
N/A—3,878-3,878-100%$612.8K———
Legacy Wealth Advisors, LLC
N/A—3,871-3,871-100%$611.7K———
Mosaic Financial Group, LLC
N/A—3,862-3,862-100%$610.0K———
FWG Holdings, LLC
N/A—3,860-3,860-100%$626.2K———
Atlantic Union Bankshares Corp
N/A—3,845-3,845-100%$607.6K———
Logan Capital Management Inc
N/A—3,800-3,800-100%$600.5K———
Per Stirling Capital Management, Llc.
N/A—3,783-3,783-100%$597.8K———
Rathbones Group PLC
N/A—3,772-3,772-100%$596.1K———
Lcnb Corp
N/A—3,770-3,770-100%$595.8K———
ST Germain D J Co Inc
N/A—3,754-3,754-100%$593.2K———
Caitlin John, LLC
N/A—3,737-3,737-100%$590.5K———
GenTrust, LLC
N/A—3,716-3,716-100%$587.2K———
Elgethun Capital Management
N/A—3,700-3,700-100%$584.7K———
Fortis Capital Advisors, LLC
N/A—3,590-3,590-100%$567.4K———
Bay Rivers Group
N/A—3,568-3,568-100%$563.9K———
Russell Investments Group, Ltd.
N/A—3,560-3,560-100%$562.7K———
Reliant Investment Partners, LLC
N/A—3,544-3,544-100%$560.1K———
VAN DEN Berg Management I, Inc
N/A—3,537-3,537-100%$559.0K———
Expressive Wealth LLC
N/A—3,530-3,530-100%$557.8K———
Retirement Income Solutions, Inc
N/A—3,518-3,518-100%$521.0K———
Stratos Wealth Advisors, LLC
N/A—3,501-3,501-100%$553.4K———
Mars Jewett Financial Group, Inc.
N/A—3,498-3,498-100%$552.8K———
Simmons Bank
N/A—3,475-3,475-100%$549.2K———
Pure Financial Advisors, LLC
N/A—3,455-3,455-100%$546.0K———
Prosperity Consulting Group, LLC
N/A—3,442-3,442-100%$543.9K———
Nuveen, LLC
N/A—3,389-3,389-100%$535.4K———
River Wealth Advisors LLC
N/A—3,374-3,374-100%$533.2K———
Invst, LLC
N/A—3,362-3,362-100%$531.3K———
Tudor Financial Inc.
N/A—3,326-3,326-100%$525.6K———
Passive Capital Management, Llc.
N/A—3,326-3,326-100%$477.3K———
Leo H. Evart, Inc.
N/A—3,295-3,295-100%$520.7K———
Advisory Alpha, LLC
N/A—3,286-3,286-100%$519.6K———
Baker Avenue Asset Management, LP
N/A—3,244-3,244-100%$512.7K———
Astoria Portfolio Advisors Llc.
N/A—3,205-3,205-100%$506.5K———
Fortress Private Ledger, LLC
N/A—3,202-3,202-100%$506.0K———
Dearborn Partners LLC
N/A—3,200-3,200-100%$505.7K———
Alpine Woods Capital Investors, LLC
N/A—3,200-3,200-100%$505.7K———
Main Management LLC
N/A—3,138-3,138-100%$496.0K———
Kirkwood Financial Services
N/A—3,137-3,137-100%$495.8K———
Roberts Glore & Co Inc
N/A—3,118-3,118-100%$492.7K———
Strategic Investment Advisors / MI
N/A—3,111-3,111-100%$491.6K———
SOA Wealth Advisors, Llc.
N/A—3,091-3,091-100%$488.5K———
First Foundation Advisors
N/A—3,078-3,078-100%$486.4K———
Novak & Powell Financial Services, Inc.
N/A—3,068-3,068-100%$484.9K———
Kinetic Wealth Investment Advisors LLC
N/A—3,036-3,036-100%$479.8K———
Earned Wealth Advisors, LLC
N/A—3,016-3,016-100%$476.5K———
Sandy Cove Advisors, LLC
N/A—3,000-3,000-100%$474.1K———
Legacy Edge Advisors, LLC
N/A—2,992-2,992-100%$472.8K———
Unconventional Investor, LLC
N/A—2,989-2,989-100%$472.4K———
Cornerstone Financial Group, LLC
N/A—2,985-2,985-100%$471.7K———
Maripau Wealth Management LLC
N/A—2,982-2,982-100%$471.2K———
Ingalls & Snyder LLC
N/A—2,960-2,960-100%$468.0K———
Silver Coast Investments LLC
N/A—2,951-2,951-100%$466.4K———
Raffa Wealth Management, LLC
N/A—2,936-2,936-100%$463.9K———
Westmount Partners, LLC
N/A—2,888-2,888-100%$456.3K———
Palladiem, LLC
N/A—2,840-2,840-100%$448.8K———
AFT, Forsyth & Company, Inc.
N/A—2,806-2,806-100%$443.6K———
Strategic Financial Concepts, LLC
N/A—2,791-2,791-100%$441.1K———
Granite Bay Wealth Management, LLC
N/A—2,784-2,784-100%$440.0K———
Texas Yale Capital Corp.
N/A—2,764-2,764-100%$436.8K———
Morris Financial Concepts, Inc.
N/A—2,742-2,742-100%$433.4K———
Resurgent Financial Advisors LLC
N/A—2,738-2,738-100%$432.7K———
First National Advisers, LLC
N/A—2,715-2,715-100%$429.1K———
Institute for Wealth Management, Llc.
N/A—2,712-2,712-100%$428.6K———
Atlantic Family Wealth, LLC
N/A—2,675-2,675-100%$422.7K———
Cheviot Value Management, LLC
N/A—2,662-2,662-100%$420.7K———
Castle Wealth Management LLC
N/A—2,651-2,651-100%$418.9K———
OneAscent Wealth Management LLC
N/A—2,634-2,634-100%$416.3K———
First Wilshire Securities Management Inc
N/A—2,600-2,600-100%$410.9K———
Olde Wealth Management, LLC
N/A—2,578-2,578-100%$407.0K———
Guardian Capital, LLC
N/A—2,574-2,574-100%$406.8K———
Brightwater Advisory LLC
N/A—2,572-2,572-100%$406.5K———
Davis R M Inc
N/A—2,563-2,563-100%$405.0K———
Berkshire Asset Management LLC
N/A—2,553-2,553-100%$403.5K———
Allied Private Wealth LLC
N/A—2,549-2,549-100%$407.3K———
Canal Capital Management, LLC
N/A—2,548-2,548-100%$402.7K———
Sprott Inc.
N/A—2,537-2,537-100%$400.9K———
Petra Financial Advisors Inc
N/A—2,537-2,537-100%$400.9K———
Coastal Bridge Advisors, LLC
N/A—2,519-2,519-100%$398.1K———
Horizon Investments, LLC
N/A—2,515-2,515-100%$397.4K———
Blom & Howell Financial Planning, Inc.
N/A—2,505-2,505-100%$395.9K———
Kavar Capital Partners Group, LLC
N/A—2,500-2,500-100%$395.1K———
Wealth Management Strategies, Inc.
N/A—2,499-2,499-100%$394.9K———
Disciplined Investments, LLC
N/A—2,488-2,488-100%$393.2K———
Matrix Private Capital Group LLC
N/A—2,480-2,480-100%$391.9K———
Wescott Financial Advisory Group, LLC
N/A—2,444-2,444-100%$386.3K———
Veridan Wealth LLC
N/A—2,427-2,427-100%$383.5K———
Dravo BAY LLC
N/A—2,411-2,411-100%$381.0K———
Hollencrest Capital Management
N/A—2,400-2,400-100%$379.3K———
Redwood Investment Management, LLC
N/A—2,400-2,400-100%$379.0K———
Timbuktu Capital Management, LLC
N/A—2,379-2,379-100%$376.0K———
Empower Advisory Group, LLC
N/A—2,370-2,370-100%$374.5K———
Cvfg LLC
N/A—2,358-2,358-100%$372.7K———
American Money Management, LLC
N/A—2,349-2,349-100%$371.2K———
Bernicke Wealth Management, Ltd.
N/A—2,304-2,304-100%$364.1K———
S Harris Financial Group, LLC
N/A—2,302-2,302-100%$363.8K———
Keebeck Wealth Management
N/A—2,287-2,287-100%$361.4K———
GHE, LLC
N/A—2,285-2,285-100%$361.1K———
Ruggiero Investments, Inc.
N/A—2,271-2,271-100%$358.9K———
Perspective Wealth Advisors LLC
N/A—2,258-2,258-100%$356.8K———
Private Wealth Asset Management, LLC
N/A—2,237-2,237-100%$353.5K———
1776 Wealth LLC
N/A—2,223-2,223-100%$351.3K———
Silvercrest Asset Management Group LLC
N/A—2,222-2,222-100%$351.1K———
Retirement Planning Group, LLC / NY
N/A—2,221-2,221-100%$351.0K———
Fisher Asset Management, LLC
N/A—2,213-2,213-100%$349.7K———
Caldwell Sutter Capital, Inc.
N/A—2,207-2,207-100%$348.8K———
Channel Wealth LLC
N/A—2,203-2,203-100%$348.1K———
Vantus Wealth LLC
N/A—2,172-2,172-100%$343.2K———
Brooks, Moore & Associates, Inc.
N/A—2,166-2,166-100%$342.3K———
Winch Advisory Services, LLC
N/A—2,153-2,153-100%$340.3K———
Mcguire Capital Advisors Inc
N/A—2,151-2,151-100%$339.9K———
Holistic Financial Partners
N/A—2,150-2,150-100%$339.8K———
Meramec Financial Planners, LLC
N/A—2,147-2,147-100%$349.4K———
Planning Directions Inc
N/A—2,137-2,137-100%$337.7K———
Evercore Wealth Management, LLC
N/A—2,123-2,123-100%$335.5K———
Vista Capital Partners, Inc.
N/A—2,113-2,113-100%$333.9K———
Vigil Wealth Management, LLC
N/A—2,105-2,105-100%$332.7K———
Greenline Partners, LLC
N/A—2,102-2,102-100%$332.2K———
Maxele Advisors, LLC
N/A—2,082-2,082-100%$329.0K———
American Financial Advisors, LLC
N/A—2,082-2,082-100%$329.0K———
Headlands Technologies LLC
N/A—2,069-2,069-100%$327.0K———
Strategic Financial Partners, Ltd.
N/A—2,040-2,040-100%$322.4K———
Phillips Wealth Planners LLC
N/A—2,026-2,026-100%$325.5K———
Bank OZK
N/A—2,010-2,010-100%$317.6K———
Campbell Deegan Wealth Management, LLC
N/A—2,005-2,005-100%$316.9K———
PFC Capital Group, Inc.
N/A—2,000-2,000-100%$316.0K———
Leigh Baldwin & Co., LLC
N/A—1,990-1,990-100%$314.5K———
Tripletail Wealth Management, LLC
N/A—1,980-1,980-100%$315.8K———
Ellevest, Inc.
N/A—1,963-1,963-100%$231.5K———
Jackson Wealth Management, LLC
N/A—1,948-1,948-100%$308.0K———
Sequent Planning LLC
N/A—1,948-1,948-100%$307.8K———
Colter Lewis Investment Partners LLC
N/A—1,946-1,946-100%$307.5K———
Legacy Financial Group LLC
N/A—1,945-1,945-100%$307.4K———
Weik Capital Management
N/A—1,945-1,945-100%$307.4K———
Second Line Capital, LLC
N/A—1,937-1,937-100%$306.1K———
Hill Investment Group Partners, LLC
N/A—1,929-1,929-100%$304.8K———
Pgim Custom Harvest LLC
N/A—1,923-1,923-100%$303.9K———
Dover Advisors, LLC
N/A—1,916-1,916-100%$274.9K———
Concentrum Wealth Management
N/A—1,900-1,900-100%$300.3K———
Sterling Wealth Advisors Inc
N/A—1,892-1,892-100%$299.0K———
Dunhill Financial, LLC
N/A—1,872-1,872-100%$295.9K———
Slagle Financial, LLC
N/A—1,853-1,853-100%$292.9K———
AlTi Global, Inc.
N/A—1,850-1,850-100%$292.3K———
Clearwater Capital Advisors, LLC
N/A—1,834-1,834-100%$289.8K———
Garden State Investment Advisory Services LLC
N/A—1,833-1,833-100%$289.6K———
Bedel Financial Consulting, Inc.
N/A—1,824-1,824-100%$288.2K———
Planning Center, Inc.
N/A—1,820-1,820-100%$287.6K———
Vident Advisory, LLC
N/A—1,814-1,814-100%$286.7K———
Cannell & Spears LLC
N/A—1,800-1,800-100%$284.5K———
Vawter Financial, Ltd.
N/A—1,800-1,800-100%$284.5K———
Seeds Investor LLC
N/A—1,799-1,799-100%$284.3K———
Heritage Wealth Advisors
N/A—1,798-1,798-100%$284.1K———
City National Bank of Florida
N/A—1,798-1,798-100%$284.1K———
Ameriflex Group, Inc.
N/A—1,797-1,797-100%$284.0K———
Silver OAK Wealth Advisors Services, LLC
N/A—1,793-1,793-100%$283.4K———
Sankala Group LLC
N/A—1,788-1,788-100%$296.4K———
Financial Freedom, LLC
N/A—1,786-1,786-100%$282.2K———
Alpha Financial Partners LLC
N/A—1,782-1,782-100%$281.7K———
Mountain Capital Investment Advisors Inc.
N/A—1,762-1,762-100%$278.5K———
Cape ANN Savings Bank
N/A—1,757-1,757-100%$277.7K———
Bank of the Bluegrass & Trust Co.
N/A—1,745-1,745-100%$270.8K———
Copia Wealth Management
N/A—1,742-1,742-100%$275.3K———
Twin Peaks Wealth Advisors, LLC
N/A—1,724-1,724-100%$272.5K———
Alpine Global Management, LLC
N/A—1,723-1,723-100%$272.3K———
Bellevue Asset Management, LLC
N/A—1,721-1,721-100%$272.0K———
Impact Partnership Wealth, LLC
N/A—1,712-1,712-100%$270.6K———
Ogorek Anthony Joseph
N/A—1,709-1,709-100%$270.0K———
RiverFront Investment Group, LLC
N/A—1,695-1,695-100%$267.9K———
Ellenbecker Investment Group
N/A—1,690-1,690-100%$267.2K———
MA Private Wealth
N/A—1,687-1,687-100%$266.6K———
Silver OAK Securities, Incorporated
N/A—1,678-1,678-100%$265.1K———
Strive Financial Group,LLC
N/A—1,676-1,676-100%$264.8K———
BWM Planning, LLC
N/A—1,669-1,669-100%$263.8K———
Klcm Advisors, Inc.
N/A—1,654-1,654-100%$261.4K———
Stonebridge Financial Group, LLC
N/A—1,646-1,646-100%$260.0K———
Lansing Street Advisors
N/A—1,633-1,633-100%$258.1K———
Barnes Pettey Financial Advisors, LLC
N/A—1,629-1,629-100%$257.4K———
Pacific Financial Group Inc
N/A—1,628-1,628-100%$257.3K———
West Michigan Advisors, LLC
N/A—1,610-1,610-100%$254.3K———
Dana Investment Advisors, Inc.
N/A—1,594-1,594-100%$251.9K———
Calton & Associates, Inc.
N/A—1,579-1,579-100%$249.5K———
Evolution Advisers, Inc.
N/A—1,569-1,569-100%$247.0K———
Crewe Advisors LLC
N/A—1,562-1,562-100%$246.8K———
Strait & Sound Wealth Management LLC
N/A—1,508-1,508-100%$238.2K———
Ridge Creek Global, Inc
N/A—1,495-1,495-100%$236.3K———
Mpwm Advisory Solutions, LLC
N/A—1,485-1,485-100%$234.7K———
Topsail Wealth Management, LLC
N/A—1,479-1,479-100%$233.7K———
Frazier Financial Advisors, LLC
N/A—1,478-1,478-100%$233.5K———
Rialto Wealth Management, LLC
N/A—1,475-1,475-100%$233.1K———
Capasso Planning Partners LLC
N/A—1,464-1,464-100%$231.4K———
Meridian Wealth Partners, LLC
N/A—1,450-1,450-100%$229.1K———
Van Diest Capital, LLC
N/A—1,450-1,450-100%$229.1K———
Wealth Watch Advisors, Inc
N/A—1,448-1,448-100%$228.8K———
Headland Capital, LLC
N/A—1,440-1,440-100%$227.6K———
Intellus Advisors LLC
N/A—1,419-1,419-100%$224.2K———
Strategies Wealth Advisors, LLC
N/A—1,416-1,416-100%$223.8K———
Northwest Quadrant Wealth Management, LLC
N/A—1,414-1,414-100%$223.5K———
Spectrum Investment Advisors, Inc.
N/A—1,411-1,411-100%$223.0K———
Joule Financial, LLC
N/A—1,403-1,403-100%$221.8K———
Clarendon Private LLC
N/A—1,395-1,395-100%$220.5K———
BlueStem Wealth Partners, LLC
N/A—1,392-1,392-100%$220.0K———
Tacita Capital Inc
N/A—1,390-1,390-100%$219.7K———
Orleans Capital Management Corp
N/A—1,386-1,386-100%$219.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,379-1,379-100%$218.0K———
Sachetta, LLC
N/A—1,357-1,357-100%$214.4K———
Walsh & Associates, LLC
N/A—1,332-1,332-100%$210.5K———
Silicon Valley Capital Partners
N/A—1,332-1,332-100%$210.5K———
Lowe Brockenbrough & Co Inc
N/A—1,330-1,330-100%$210.2K———
Synergy Financial Group, LTD
N/A—1,330-1,330-100%$210.2K———
Kerr Financial Planning Corp
N/A—1,310-1,310-100%$207.0K———
49 Wealth Management, LLC
N/A—1,302-1,302-100%$205.8K———
Alongside, LLC
N/A—1,302-1,302-100%$205.8K———
Goodman Financial Corp
N/A—1,300-1,300-100%$205.5K———
Gilbert & Cook, Inc.
N/A—1,292-1,292-100%$204.2K———
Beacon Bridge Wealth Partners, LLC
N/A—1,281-1,281-100%$202.4K———
First Western Trust Bank
N/A—1,281-1,281-100%$202.4K———
SageGuard Financial Group, LLC
N/A—1,279-1,279-100%$202.1K———
LGT Financial Advisors LLC
N/A—1,233-1,233-100%$194.9K———
Tiaa Wealth Investment Management LLC
N/A—1,146-1,146-100%$181.5K———
Alerus Financial NA
N/A—1,087-1,087-100%$171.8K———
Delta Asset Management LLC
N/A—1,048-1,048-100%$165.6K———
Edmond de Rothschild Holding S.A.
N/A—990-990-100%$156.5K———
Tidemark, LLC
N/A—980-980-100%$154.9K———
Stelac Advisory Services LLC
N/A—979-979-100%$154.7K———
Park Place Capital Corp
N/A—953-953-100%$150.6K———
Napier Financial, LLC
N/A—933-933-100%$147.4K———
BNP Paribas Financial Markets
N/A—927-927-100%$146.5K———
Ballast Advisors LLC
N/A—904-904-100%$142.9K———
Beaird Harris Wealth Management, LLC
N/A—881-881-100%$139.2K———
Basepoint Wealth LLC
N/A—854-854-100%$135.0K———
ESL Trust Services, LLC
N/A—850-850-100%$134.3K———
Regatta Research & Money Management
N/A—842-842-100%$132.5K———
Harborfront Financial Group LLC
N/A—831-831-100%$131.3K———
JDM Financial Group LLC
N/A—777-777-100%$122.7K———
Migdal Insurance & Financial Holdings Ltd.
N/A—746-746-100%$117.9K———
Cascades Capital Asset Management, LLC
N/A—745-745-100%$117.7K———
Darwin Wealth Management, LLC
N/A—726-726-100%$114.8K———
Accent Capital Management, LLC
N/A—719-719-100%$113.6K———
Miller Capital Partners, Inc.
N/A—695-695-100%$109.8K———
Godfrey Financial Associates, Inc.
N/A—654-654-100%$103.3K———
Synergy Investment Management, LLC
N/A—653-653-100%$103.8K———
Ankerstar Wealth, LLC
N/A—619-619-100%$97.9K———
Allianz SE
N/A—560-560-100%$88.5K———
Purpose Unlimited Inc.
N/A—551-551-100%$88.6K———
Point72 Asset Management, L.P.
N/A—545-545-100%$86.1K———
CNB Bank
N/A—527-527-100%$83.3K———
Stance Capital LLC
N/A—523-523-100%$82.7K———
Minot DeBlois Advisors LLC
N/A—499-499-100%$78.9K———
Osbon Capital Management LLC
N/A—498-498-100%$78.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—487-487-100%$77.0K———
Truvestments Capital LLC
N/A—453-453-100%$71.5K———
IAG Wealth Partners, LLC
N/A—442-442-100%$69.8K———
Graney & King, LLC
N/A—419-419-100%$66.3K———
Barclays PLC
N/A—400-400-100%$63.2K———
Corsicana & Co.
N/A—375-375-100%$59.3K———
Burnham & Co LLC
N/A—360-360-100%$56.9K———
Basecamp Wealth Advisors LLC
N/A—348-348-100%$55.0K———
Westend Capital Management, LLC
N/A—345-345-100%$54.5K———
Tradewinds, Llc.
N/A—317-317-100%$2.0M———
Atomic Invest LLC
N/A—307-307-100%$48.6K———
Nova Wealth Management, Inc.
N/A—289-289-100%$45.7K———
Investment Counsel Co of Nevada
N/A—279-279-100%$44.1K———
Bollard Group LLC
N/A—274-274-100%$43.0K———
Front Row Advisors LLC
N/A—250-250-100%$41.5K———
Reyl & Cie S.A.
N/A—230-230-100%$34.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—223-223-100%$35.2K———
Highland Investment Advisors LLC
N/A—203-203-100%$32.1K———
Coston, McIsaac & Partners
N/A—196-196-100%$31.0K———
Clearstead Trust, LLC
N/A—157-157-100%$24.8K———
Centennial Bank
N/A—153-153-100%$24.2K———
Strategic Investment Solutions, Inc.
N/A—125-125-100%$19.8K———
JPL Wealth Management, LLC
N/A—107-107-100%$16.9K———
Sittner & Nelson, LLC
N/A—105-105-100%$16.6K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$15.8K———
Pinney & Scofield, Inc.
N/A—100-100-100%$15.8K———
Monetary Management Group Inc
N/A—75-75-100%$11.9K———
State Farm Mutual Automobile Insurance Co
N/A—74-74-100%$11.7K———
PlanVest Financial, Inc
N/A—61-61-100%$9.6K———
LRI Investments, LLC
N/A—50-50-100%$7.9K———
Allianz Asset Management GmbH
N/A—47-47-100%$7.4K———
Cary Street Partners Investment Advisory LLC
N/A—39-39-100%$6.2K———
Financial Gravity Companies, Inc.
N/A—27-27-100%$4.3K———
Benson Wealth Management Inc
N/A—17-17-100%$2.7K———
Morse Asset Management, Inc
N/A—11-11-100%$1.7K———
Talon Private Wealth, LLC
N/A—11-11-100%$1.7K———
Kilter Group LLC
N/A—3-3-100%$435———
Showing 2143 of 2143 institutions