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Vanguard Total Intl Bond ETF (BNDX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Savant Capital, LLC
DECREASED
Shares22,882,991 from 38,533,386
Change-15,650,395 (-41%)
Value$1.1B (-$786.7M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares11,899,887 from 11,468,622
Change+431,265 (+4%)
Value$557.7M (+$2.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares7,404,611 from 7,282,745
Change+121,866 (+2%)
Value$347.1M (-$5.6M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares7,281,839 from 7,501,131
Change-219,292 (-3%)
Value$341.3M (-$22.0M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,067,205 from 3,140,804
Change-73,599 (-2%)
Value$143.8K (-$152.0M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,000,056 from 1,859,138
Change+140,918 (+8%)
Value$93.7M (+$3.7M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares1,745,194 from 1,574,681
Change+170,513 (+11%)
Value$81.8M (+$5.5M)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares1,659,596 from 1,593,322
Change+66,274 (+4%)
Value$77.8M (+$620.7K)
Filed 2026-10-27
Hardy Reed LLC
DECREASED
Shares1,533,179 from 1,535,784
Change-2,605 (0%)
Value$71.9M (-$2.5M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,442,825 from 1,423,682
Change+19,143 (+1%)
Value$67.6M (-$1.3M)
Filed 2026-10-20
Kestra Investment Management, LLC
INCREASED
Shares1,440,397 from 1,337,537
Change+102,860 (+8%)
Value$67.5M (+$2.7M)
Filed 2026-11-04
Partners in Financial Planning
INCREASED
Shares1,316,738 from 1,288,435
Change+28,303 (+2%)
Value$61.7M (-$684.2K)
Filed 2026-11-06
Burton Enright Welch
DECREASED
Shares1,133,442 from 1,174,634
Change-41,192 (-4%)
Value$53.1M (-$3.8M)
Filed 2026-11-04
Country Trust Bank
INCREASED
Shares1,117,971 from 1,068,748
Change+49,223 (+5%)
Value$52.4M (+$639.8K)
Filed 2026-10-30
Eclectic Associates Inc
INCREASED
Shares1,117,627 from 1,080,386
Change+37,241 (+3%)
Value$52.4M (+$60.0K)
Filed 2026-10-09
Retirement Investment Advisors, Inc.
INCREASED
Shares1,111,702 from 1,064,060
Change+47,642 (+4%)
Value$52.1M (+$1.1M)
Filed 2026-10-22
Clark Asset Management, LLC
INCREASED
Shares1,079,491 from 981,214
Change+98,277 (+10%)
Value$50.6M (+$3.1M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares1,072,828 from 599,180
Change+473,648 (+79%)
Value$50.3M (+$21.3M)
Filed 2026-11-02
P/E Global LLC
INCREASED
Shares1,071,530 from 1,038,478
Change+33,052 (+3%)
Value$50.2M (-$70.9K)
Filed 2026-10-29
PDS Planning, Inc
INCREASED
Shares1,040,787 from 1,034,989
Change+5,798 (+1%)
Value$48.8M (-$1.3M)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED
Shares958,922 from 919,347
Change+39,575 (+4%)
Value$44.9M (+$420.7K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares908,038 from 892,697
Change+15,341 (+2%)
Value$42.6M (-$673.6K)
Filed 2026-11-04
Apella Capital, LLC
DECREASED
Shares896,479 from 945,365
Change-48,886 (-5%)
Value$42.0M (-$3.4M)
Filed 2026-10-08
Valmark Advisers, Inc.
INCREASED
Shares843,588 from 796,548
Change+47,040 (+6%)
Value$39.5M (+$962.2K)
Filed 2026-11-06
CX Institutional
DECREASED
Shares827,903 from 1,159,375
Change-331,472 (-29%)
Value$38.8K (-$17.3K)
Filed 2026-10-02
Wedmont Private Capital
INCREASED
Shares794,381 from 743,512
Change+50,869 (+7%)
Value$37.3M (+$1.5M)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares783,389 from 595,099
Change+188,290 (+32%)
Value$36.7M (+$7.9M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares745,027 from 708,368
Change+36,659 (+5%)
Value$34.9M (+$613.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares743,488 from 679,310
Change+64,178 (+9%)
Value$34.8M (+$1.9M)
Filed 2026-10-08
Human Investing LLC
INCREASED
Shares720,120 from 656,654
Change+63,466 (+10%)
Value$33.8M (+$2.0M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares715,765 from 602,669
Change+113,096 (+19%)
Value$33.5M (+$4.4M)
Filed 2026-10-29
Discipline Wealth Solutions, LLC
INCREASED
Shares704,792 from 658,093
Change+46,699 (+7%)
Value$33.0M (+$1.2M)
Filed 2026-10-14
Marotta Asset Management
INCREASED
Shares650,940 from 637,117
Change+13,823 (+2%)
Value$30.5M (-$244.1K)
Filed 2026-10-02
Avion Wealth
INCREASED
Shares649,961 from 570,842
Change+79,119 (+14%)
Value$30.5K (-$27.6M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares633,521 from 489,020
Change+144,501 (+30%)
Value$29.6K (-$23.7M)
Filed 2026-11-05
MilWealth Group LLC
DECREASED
Shares623,806 from 641,227
Change-17,421 (-3%)
Value$29.2M (-$1.8M)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares605,381 from 456,925
Change+148,456 (+32%)
Value$28.3M (+$6.3M)
Filed 2026-10-19
Wiser Wealth Management, Inc
INCREASED
Shares593,429 from 496,529
Change+96,900 (+20%)
Value$27.8M (+$3.8M)
Filed 2026-10-14
Burrus Financial Services, Inc.
INCREASED
Shares584,566 from 559,901
Change+24,665 (+4%)
Value$27.4M (+$281.8K)
Filed 2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares581,692 from 749,859
Change-168,167 (-22%)
Value$27.3M (-$9.1M)
Filed 2026-10-20
rebel Financial LLC
INCREASED
Shares573,431 from 178,481
Change+394,950 (+221%)
Value$26.9M (+$18.2M)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares568,115 from 409,962
Change+158,153 (+39%)
Value$26.6M (+$6.8M)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares562,384 from 534,207
Change+28,177 (+5%)
Value$26.4M (+$487.3K)
Filed 2026-10-13
Silver Oak Advisory Group, Inc.
INCREASED
Shares554,648 from 544,324
Change+10,324 (+2%)
Value$26.0M (-$364.6K)
Filed 2026-11-06
Evolution Advisers, Inc.
INCREASED
Shares554,275 from 553,304
Change+971 (+0%)
Value$26.1M (-$717.4K)
Filed 2026-11-06
McLean Asset Management Corp
DECREASED
Shares548,578 from 552,563
Change-3,985 (-1%)
Value$26.1M (-$305.6K)
Filed 2026-11-06
Flagstone Financial Management
INCREASED
Shares525,917 from 496,358
Change+29,559 (+6%)
Value$24.6M (+$611.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares522,092 from 509,082
Change+13,010 (+3%)
Value$24.5M (-$184.4K)
Filed 2026-10-15
Hassell Wealth Management, LLC
DECREASED
Shares514,591 from 531,498
Change-16,907 (-3%)
Value$24.1M (-$1.3M)
Filed 2026-10-19
Rinkey Investments
INCREASED
Shares495,523 from 477,491
Change+18,032 (+4%)
Value$23.2M (+$100.3K)
Filed 2026-10-28
Phillips Financial Management, LLC
DECREASED
Shares478,258 from 529,231
Change-50,973 (-10%)
Value$22.4M (-$3.2M)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares462,200 from 347,658
Change+114,542 (+33%)
Value$21.7M (+$5.0M)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares436,167 from 391,912
Change+44,255 (+11%)
Value$20.4K (-$19.0M)
Filed 2026-10-26
Luminvest Wealth Management LLC
DECREASED
Shares432,305 from 522,481
Change-90,176 (-17%)
Value$20.3M (-$5.0M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares426,103 from 381,851
Change+44,252 (+12%)
Value$20.0M (+$1.6M)
Filed 2026-10-13
BlueSky Wealth Advisors, LLC
DECREASED
Shares421,539 from 438,441
Change-16,902 (-4%)
Value$19.8M (-$1.5M)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares409,630 from 411,825
Change-2,195 (-1%)
Value$19.2M (-$745.3K)
Filed 2026-11-04
Parker Financial LLC
INCREASED
Shares405,720 from 390,210
Change+15,510 (+4%)
Value$19.0M (+$93.5K)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares404,221 from 318,593
Change+85,628 (+27%)
Value$18.9M (+$3.5M)
Filed 2026-10-22
Creative Planning
DECREASED
Shares403,361 from 420,878
Change-17,517 (-4%)
Value$18.9M (-$1.5M)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
INCREASED
Shares386,630 from 381,052
Change+5,578 (+1%)
Value$18.1M (-$333.0K)
Filed 2026-10-28
Financial Architects, LLC
INCREASED
Shares381,900 from 342,491
Change+39,409 (+12%)
Value$17.9M (+$1.3M)
Filed 2026-10-13
Boston Standard Wealth Management, LLC
INCREASED
Shares378,454 from 6,288
Change+372,166 (+5919%)
Value$17.7M (+$17.4M)
Filed 2026-10-07
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares372,232 from 356,458
Change+15,774 (+4%)
Value$17.4M (+$183.3K)
Filed 2026-10-16
Ballentine Capital Advisors, Inc
INCREASED
Shares371,716 from 370,719
Change+997 (+0%)
Value$17.4M (-$531.6K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares364,766 from 376,787
Change-12,021 (-3%)
Value$17.1M (-$1.2M)
Filed 2026-10-27
XY Planning Network, Inc.
INCREASED
Shares350,272 from 310,169
Change+40,103 (+13%)
Value$16.4M (+$1.4M)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares327,014 from 304,105
Change+22,909 (+8%)
Value$15.3M (+$599.4K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares324,095 from 342,588
Change-18,493 (-5%)
Value$15.2M (-$1.4M)
Filed 2026-10-22
Atmos Advisory, LLC
INCREASED
Shares323,143 from 318,013
Change+5,130 (+2%)
Value$15.1M (-$255.7K)
Filed 2026-10-06
Cambridge Advisors Inc.
INCREASED
Shares321,428 from 318,189
Change+3,239 (+1%)
Value$15.1M (-$344.6K)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares314,887 from 321,391
Change-6,504 (-2%)
Value$14.8M (-$806.2K)
Filed 2026-10-08
SigFig Wealth Management, LLC
INCREASED
Shares314,013 from 310,749
Change+3,264 (+1%)
Value$14.7M (-$359.7K)
Filed 2026-10-07
Patriot Investment Management Group, Inc.
INCREASED
Shares311,259 from 297,256
Change+14,003 (+5%)
Value$14.6M (+$192.6K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares310,002 from 308,934
Change+1,068 (+0%)
Value$14.5M (-$431.9K)
Filed 2026-11-03
Livet Wealth, LLC
INCREASED
Shares309,892 from 282,984
Change+26,908 (+10%)
Value$14.5M (+$819.7K)
Filed 2026-10-27
Stone Loft Wealth Management LLC
DECREASED
Shares304,982 from 309,427
Change-4,445 (-1%)
Value$14.3M (-$567.3K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares296,704 from 6,617
Change+290,087 (+4384%)
Value$13.9M (+$13.6M)
Filed 2026-11-02
Grove Street Fiduciary, LLC
DECREASED
Shares295,212 from 310,499
Change-15,287 (-5%)
Value$13.8M (-$1.2M)
Filed 2026-10-13
Security Financial Services, Inc.
INCREASED
Shares294,406 from 193,238
Change+101,168 (+52%)
Value$13.8M (+$4.4M)
Filed 2026-10-29
Net Worth Advisory Group
INCREASED
Shares284,527 from 279,405
Change+5,122 (+2%)
Value$13.3M (-$218.6K)
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares283,206 from 274,807
Change+8,399 (+3%)
Value$13.3M (-$35.0K)
Filed 2026-10-22
Brooklyn FI, LLC
DECREASED
Shares280,286 from 295,211
Change-14,925 (-5%)
Value$13.3M (-$799.0K)
Filed 2026-11-05
Weitzel Financial Services, Inc.
INCREASED
Shares277,982 from 267,894
Change+10,088 (+4%)
Value$13.0M (+$102.4K)
Filed 2026-10-16
MGO One Seven LLC
INCREASED
Shares275,021 from 265,085
Change+9,936 (+4%)
Value$12.9M (+$52.2K)
Filed 2026-10-28
Level Financial Advisors
INCREASED
Shares270,772 from 255,969
Change+14,803 (+6%)
Value$12.7M (+$294.5K)
Filed 2026-10-13
Able Financial Group, LLC
INCREASED
Shares270,268 from 237,186
Change+33,082 (+14%)
Value$12.7M (+$1.2M)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares266,823 from 198,349
Change+68,474 (+35%)
Value$12.5M (+$2.9M)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
INCREASED
Shares261,244 from 256,559
Change+4,685 (+2%)
Value$12.2M (-$180.6K)
Filed 2026-10-23
Tenret Co LLC
NEW
Shares257,750
Change+257,750
Value$12.1M
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares257,188 from 236,266
Change+20,922 (+9%)
Value$12.1M (+$612.0K)
Filed 2026-11-06
Bfsg, LLC
INCREASED
Shares252,012 from 247,281
Change+4,731 (+2%)
Value$11.8M (-$164.0K)
Filed 2026-10-30
Golden Bell Financial Planning LLC
INCREASED
Shares251,654 from 251,039
Change+615 (+0%)
Value$11.8M (-$362.8K)
Filed 2026-11-02
Leading Edge Financial Planning LLC
INCREASED
Shares249,499 from 220,323
Change+29,176 (+13%)
Value$11.7M (+$1.0M)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares247,219 from 207,195
Change+40,024 (+19%)
Value$11.6M (+$1.6M)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED
Shares244,414 from 173,938
Change+70,476 (+41%)
Value$11.5M (+$3.0M)
Filed 2026-10-09
Cooper S Advisors, LLC
INCREASED
Shares238,330 from 200,030
Change+38,300 (+19%)
Value$11.2M (+$1.5M)
Filed 2026-11-03
Aspire Private Capital, LLC
INCREASED
Shares238,154 from 226,502
Change+11,652 (+5%)
Value$11.2M (+$192.8K)
Filed 2026-11-05
American Financial & TAX Strategies Inc
INCREASED
Shares235,363 from 233,668
Change+1,695 (+1%)
Value$11.0M (-$285.1K)
Filed 2026-10-16
Trust Co
INCREASED
Shares234,450 from 215,988
Change+18,462 (+9%)
Value$11.0M (+$528.4K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares231,415 from 229,918
Change+1,497 (+1%)
Value$10.8M (-$288.5K)
Filed 2026-11-05
Legacy Financial Group, Inc.
INCREASED
Shares226,755 from 218,204
Change+8,551 (+4%)
Value$10.6M (+$60.4K)
Filed 2026-10-21
Values Added Financial LLC
INCREASED
Shares224,700 from 62,904
Change+161,796 (+257%)
Value$10.5M (+$7.5M)
Filed 2026-10-28
Pettinga Financial Advisors LLC
INCREASED
Shares224,031 from 117,822
Change+106,209 (+90%)
Value$10.5M (+$4.8M)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares223,590 from 219,868
Change+3,722 (+2%)
Value$10.5M (-$168.5K)
Filed 2026-11-05
Fairway Wealth LLC
INCREASED
Shares222,708 from 204,622
Change+18,086 (+9%)
Value$10.4M (+$528.5K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
DECREASED
Shares220,975 from 234,408
Change-13,433 (-6%)
Value$10.4M (-$995.3K)
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares218,669 from 135,978
Change+82,691 (+61%)
Value$10.2M (+$3.7M)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
INCREASED
Shares213,144 from 206,915
Change+6,229 (+3%)
Value$10.0M (-$30.8K)
Filed 2026-10-08
FC Advisory LLC
DECREASED
Shares210,081 from 214,606
Change-4,525 (-2%)
Value$9.8M (-$546.9K)
Filed 2026-10-05
Sage Rhino Capital LLC
DECREASED
Shares206,842 from 209,543
Change-2,701 (-1%)
Value$9.7M (-$453.5K)
Filed 2026-10-28
Topel & Distasi Wealth Management, LLC
DECREASED
Shares204,819 from 205,020
Change-201 (0%)
Value$9.6M (-$329.3K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares202,683 from 190,113
Change+12,570 (+7%)
Value$9.5M (+$292.5K)
Filed 2026-10-08
GuidedMoney, LLC
INCREASED
Shares201,569 from 198,170
Change+3,399 (+2%)
Value$9.4M (-$149.8K)
Filed 2026-10-29
Bdfs Capital LLC
INCREASED
Shares200,913 from 192,154
Change+8,759 (+5%)
Value$9.4M (+$110.8K)
Filed 2026-10-14
Financial Planning Navigators Corp
INCREASED
Shares199,979 from 193,302
Change+6,677 (+3%)
Value$9.4M (+$11.4K)
Filed 2026-10-14
Somnio Financial Group, LLC
INCREASED
Shares198,795 from 193,561
Change+5,234 (+3%)
Value$9.3M (-$56.6K)
Filed 2026-10-26
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares197,038 from 189,646
Change+7,392 (+4%)
Value$9.2M (+$50.6K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares194,811 from 163,386
Change+31,425 (+19%)
Value$9.1M (+$1.2M)
Filed 2026-10-22
Arcadia Wealth Management, LLC
DECREASED
Shares192,870 from 212,262
Change-19,392 (-9%)
Value$9.0M (-$1.2M)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares186,624 from 219,376
Change-32,752 (-15%)
Value$8.7M (-$1.9M)
Filed 2026-11-05
KFG LLC
NEW
Shares183,456
Change+183,456
Value$8.6M
Filed 2026-11-02
Physician Wealth Solutions Inc.
INCREASED
Shares182,301 from 172,397
Change+9,904 (+6%)
Value$8.5M (+$195.3K)
Filed 2026-10-14
Johnson & White Wealth Management, LLC
INCREASED
Shares181,093 from 176,355
Change+4,738 (+3%)
Value$8.5M (-$53.0K)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares180,825 from 171,450
Change+9,375 (+5%)
Value$8.5M (+$299.5K)
Filed 2026-11-04
Camden National Bank
INCREASED
Shares178,656 from 174,449
Change+4,207 (+2%)
Value$8.4M (-$75.0K)
Filed 2026-11-02
Level Wealth Management LLC
INCREASED
Shares172,786 from 164,549
Change+8,237 (+5%)
Value$8.1M (+$129.4K)
Filed 2026-10-23
Sensenig Capital Advisors, Inc
INCREASED
Shares170,716 from 164,780
Change+5,936 (+4%)
Value$8.0M (+$21.1K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares169,077 from 95,173
Change+73,904 (+78%)
Value$7.9M (+$3.3M)
Filed 2026-11-06
Scissortail Wealth Management, LLC
INCREASED
Shares165,593 from 160,235
Change+5,358 (+3%)
Value$7.8M (+$1.2K)
Filed 2026-11-03
Valpey Financial Services, LLC
INCREASED
Shares165,370 from 152,118
Change+13,252 (+9%)
Value$7.8M (+$383.8K)
Filed 2026-10-30
Paladin Partners, LLC
INCREASED
Shares162,385 from 152,162
Change+10,223 (+7%)
Value$7.6M (+$241.8K)
Filed 2026-10-06
Omega Financial Group, LLC
INCREASED
Shares161,252 from 155,392
Change+5,860 (+4%)
Value$7.6M (+$32.2K)
Filed 2026-10-29
Hohimer Wealth Management, LLC
INCREASED
Shares159,005 from 150,579
Change+8,426 (+6%)
Value$7.5M (+$160.0K)
Filed 2026-11-04
One Advisory Partners, LLC
INCREASED
Shares158,463 from 123,691
Change+34,772 (+28%)
Value$7.4M (+$1.4M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares155,848 from 154,658
Change+1,190 (+1%)
Value$7.3M (-$185.5K)
Filed 2026-11-05
Brown Wealth Management, LLC
INCREASED
Shares155,207 from 148,195
Change+7,012 (+5%)
Value$7.3M (+$97.4K)
Filed 2026-10-20
Merit Financial Group, LLC
DECREASED
Shares152,291 from 590,624
Change-438,333 (-74%)
Value$7.1M (-$21.5M)
Filed 2026-11-06
Prospect Financial Group LLC
DECREASED
Shares147,749 from 151,161
Change-3,412 (-2%)
Value$6.9M (-$395.8K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares146,903 from 134,018
Change+12,885 (+10%)
Value$6.9M (+$394.9K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares145,924 from 144,433
Change+1,491 (+1%)
Value$6.8M (-$155.4K)
Filed 2026-11-04
Manuka Financial, LLC
INCREASED
Shares145,594 from 139,507
Change+6,087 (+4%)
Value$6.8M (+$67.9K)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares144,853 from 185,128
Change-40,275 (-22%)
Value$6.8M (-$2.2M)
Filed 2026-10-28
Arkansas Financial Group, Inc.
DECREASED
Shares144,494 from 150,290
Change-5,796 (-4%)
Value$6.8M (-$506.1K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares143,558 from 231,639
Change-88,081 (-38%)
Value$6.7M (-$4.5M)
Filed 2026-11-05
Five Pine Wealth Management
INCREASED
Shares142,205 from 123,153
Change+19,052 (+15%)
Value$6.7M (+$700.8K)
Filed 2026-10-20
Acorn Creek Capital LLC
INCREASED
Shares140,921 from 139,009
Change+1,912 (+1%)
Value$6.6M (-$127.3K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
INCREASED
Shares138,284 from 130,734
Change+7,550 (+6%)
Value$6.5M (+$149.9K)
Filed 2026-11-02
Riversedge Advisors, LLC
DECREASED
Shares138,139 from 138,239
Change-100 (0%)
Value$6.5M (-$220.3K)
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares137,083 from 136,230
Change+853 (+1%)
Value$6.4M (-$172.6K)
Filed 2026-10-07
City State Bank
INCREASED
Shares136,997 from 135,179
Change+1,818 (+1%)
Value$6.4M (-$125.7K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares136,775 from 133,359
Change+3,416 (+3%)
Value$6.4M (-$47.9K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares134,494 from 73,845
Change+60,649 (+82%)
Value$6.4M (+$2.8M)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares132,324 from 127,387
Change+4,937 (+4%)
Value$6.2M (+$31.3K)
Filed 2026-11-04
Heritage Family Offices, LLP
INCREASED
Shares132,044 from 110,573
Change+21,471 (+19%)
Value$6.2M (+$833.9K)
Filed 2026-11-02
Brighton Securities Corp.
INCREASED
Shares128,503 from 123,300
Change+5,203 (+4%)
Value$6.0M (+$51.5K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares124,406 from 41,214
Change+83,192 (+202%)
Value$5.9M (+$3.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares124,406 from 41,214
Change+83,192 (+202%)
Value$5.9M (+$3.9M)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares122,600 from 122,536
Change+64 (+0%)
Value$5.7M (-$188.2K)
Filed 2026-10-08
Midwest Capital Advisors, LLC
INCREASED
Shares121,870 from 107,574
Change+14,296 (+13%)
Value$5.7M (+$502.3K)
Filed 2026-11-04
Baron Financial Group, LLC
INCREASED
Shares121,620 from 116,890
Change+4,730 (+4%)
Value$5.7M (+$39.3K)
Filed 2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$5.6M (-$187.2K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares119,577 from 114,975
Change+4,602 (+4%)
Value$5.6M (+$26.0K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares118,875 from 191,084
Change-72,209 (-38%)
Value$5.6M (-$3.7M)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares118,816
Change+118,816
Value$5.6M
Filed 2026-10-05
Frisco Financial Planning LLC
INCREASED
Shares117,361 from 114,178
Change+3,183 (+3%)
Value$5.5M (-$28.9K)
Filed 2026-10-05
W.H. Cornerstone Investments Inc.
DECREASED
Shares116,945 from 123,327
Change-6,382 (-5%)
Value$5.5M (-$491.5K)
Filed 2026-11-03
Evergreen Private Wealth LLC
INCREASED
Shares116,770 from 113,644
Change+3,126 (+3%)
Value$5.5M (-$30.8K)
Filed 2026-10-30
Auour Investments LLC
DECREASED
Shares116,296 from 116,963
Change-667 (-1%)
Value$5.5M (-$213.7K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares115,750 from 139,978
Change-24,228 (-17%)
Value$5.4M (-$1.4M)
Filed 2026-11-06
TSA Wealth Managment LLC
INCREASED
Shares115,566 from 96,936
Change+18,630 (+19%)
Value$5.4M (+$722.0K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
INCREASED
Shares115,394 from 106,552
Change+8,842 (+8%)
Value$5.4M (+$246.9K)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares115,072 from 75,600
Change+39,472 (+52%)
Value$5.4M (+$1.7M)
Filed 2026-10-16
LMG Wealth Partners, LLC
INCREASED
Shares112,673 from 111,162
Change+1,511 (+1%)
Value$5.3M (-$102.6K)
Filed 2026-11-05
Addison Advisors LLC
DECREASED
Shares111,759 from 112,872
Change-1,113 (-1%)
Value$5.2M (-$228.2K)
Filed 2026-11-06
Fund Evaluation Group, LLC
UNCHANGED
Shares111,718 from 111,718
Change0 (0%)
Value$5.2M (-$174.3K)
Filed 2026-11-05
Veery Capital, LLC
INCREASED
Shares111,551 from 104,860
Change+6,691 (+6%)
Value$5.2M (+$150.0K)
Filed 2026-10-07
First Horizon Corp
DECREASED
Shares111,290 from 111,549
Change-259 (0%)
Value$5.2M (-$186.2K)
Filed 2026-10-26
Upper Left Wealth Management, LLC
DECREASED
Shares110,108 from 160,232
Change-50,124 (-31%)
Value$5.2M (-$2.6M)
Filed 2026-10-14
Friedenthal Financial
INCREASED
Shares110,082 from 95,678
Change+14,404 (+15%)
Value$5.2M (+$525.9K)
Filed 2026-10-27
K2 Financial Inc.
INCREASED
Shares108,289 from 101,829
Change+6,460 (+6%)
Value$5.1M (+$176.1K)
Filed 2026-10-26
Archer Investment Management, LLC
INCREASED
Shares107,908 from 82,782
Change+25,126 (+30%)
Value$5.1M (+$1.0M)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares107,271 from 103,514
Change+3,757 (+4%)
Value$5.0M (+$14.6K)
Filed 2026-11-04
Breakwater Investment Management
DECREASED
Shares106,210 from 159,751
Change-53,541 (-34%)
Value$5.0M (-$2.8M)
Filed 2026-10-20
Neumann Capital Management, LLC
NEW
Shares100,727
Change+100,727
Value$4.7M
Filed 2026-10-15
SAX Wealth Advisors, LLC
DECREASED
Shares100,250 from 256,513
Change-156,263 (-61%)
Value$4.7M (-$7.6M)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares100,185 from 77,607
Change+22,578 (+29%)
Value$4.7M (+$937.1K)
Filed 2026-10-14
Zeit Capital LLC
INCREASED
Shares99,984 from 99,807
Change+177 (+0%)
Value$4.7M (-$147.4K)
Filed 2026-10-19
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares99,200 from 102,400
Change-3,200 (-3%)
Value$4.6M (-$311.8K)
Filed 2026-10-19
Watershed Private Wealth LLC
INCREASED
Shares98,385 from 87,628
Change+10,757 (+12%)
Value$4.6M (+$367.5K)
Filed 2026-10-30
Bedminster, LLC
INCREASED
Shares98,085 from 81,353
Change+16,732 (+21%)
Value$4.6M (+$657.3K)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares94,803 from 77,977
Change+16,826 (+22%)
Value$4.4M (+$667.0K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED
Shares94,028 from 109,879
Change-15,851 (-14%)
Value$4.4M (-$914.4K)
Filed 2026-11-03
Emergent Wealth Advisors, LLC
INCREASED
Shares92,985 from 92,926
Change+59 (+0%)
Value$4.4M (-$139.0K)
Filed 2026-10-09
Sharper & Granite LLC
DECREASED
Shares92,940 from 94,095
Change-1,155 (-1%)
Value$4.5M (-$91.3K)
Filed 2026-11-02
Global Trust Wealth Management LLC
DECREASED
Shares92,803 from 93,013
Change-210 (0%)
Value$4.3M (-$155.0K)
Filed 2026-10-14
McNaughton Wealth Management, LLC
INCREASED
Shares92,643 from 85,456
Change+7,187 (+8%)
Value$4.3M (+$203.6K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares92,096 from 88,530
Change+3,566 (+4%)
Value$4.3M (+$29.0K)
Filed 2026-10-26
Fifth Third Securities, Inc.
INCREASED
Shares91,619 from 41,055
Change+50,564 (+123%)
Value$4.3M (+$2.3M)
Filed 2026-10-21
WealthCare Investment Partners, LLC
INCREASED
Shares91,035 from 86,763
Change+4,272 (+5%)
Value$4.3M (+$64.9K)
Filed 2026-11-05
Allstreet Capital Advisors LLC
DECREASED
Shares90,680 from 106,114
Change-15,434 (-15%)
Value$4.3M (-$888.9K)
Filed 2026-11-04
Skyline Advisors, Inc.
INCREASED
Shares90,281 from 85,505
Change+4,776 (+6%)
Value$4.2M (+$90.5K)
Filed 2026-11-03
NYL Investors LLC
DECREASED
Shares89,984 from 90,733
Change-749 (-1%)
Value$4.2M (-$176.6K)
Filed 2026-11-03
Elmwood Wealth Management, Inc.
INCREASED
Shares89,870 from 86,055
Change+3,815 (+4%)
Value$4.2M (+$44.5K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares88,879 from 88,691
Change+188 (+0%)
Value$4.2M (-$129.5K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED
Shares87,102 from 48,266
Change+38,836 (+80%)
Value$4.1M (+$1.7M)
Filed 2026-11-04
Center For Asset Management LLC
DECREASED
Shares86,963 from 169,833
Change-82,870 (-49%)
Value$4.1M (-$4.1M)
Filed 2026-10-16
HT Partners LLC
INCREASED
Shares85,906 from 85,149
Change+757 (+1%)
Value$4.0M (-$97.4K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares85,852 from 76,057
Change+9,795 (+13%)
Value$4.0M (+$343.4K)
Filed 2026-11-03
Avant Financial Advisors LLC
INCREASED
Shares84,814 from 76,529
Change+8,285 (+11%)
Value$4.0M (+$268.9K)
Filed 2026-11-02
Buttonwood Financial Group, LLC
INCREASED
Shares83,268 from 54,307
Change+28,961 (+53%)
Value$3.9M (+$1.3M)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares83,097 from 81,025
Change+2,072 (+3%)
Value$3.9M (-$29.3K)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares83,029 from 67,687
Change+15,342 (+23%)
Value$3.9M (+$613.5K)
Filed 2026-11-02
Simon Quick Advisors, LLC
DECREASED
Shares81,202 from 90,549
Change-9,347 (-10%)
Value$3.8M (-$579.4K)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares81,052 from 80,586
Change+466 (+1%)
Value$3.8M (-$103.9K)
Filed 2026-10-19
10Elms LLP
INCREASED
Shares81,044 from 77,601
Change+3,443 (+4%)
Value$3.8M (+$40.3K)
Filed 2026-11-06
Martel Wealth Advisors LLC
DECREASED
Shares80,474 from 81,483
Change-1,009 (-1%)
Value$3.8M (-$174.4K)
Filed 2026-10-14
Summit Global Investments
INCREASED
Shares79,727 from 71,280
Change+8,447 (+12%)
Value$3.7K (-$3.4M)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares77,202 from 90,478
Change-13,276 (-15%)
Value$3.6M (-$749.5K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
DECREASED
Shares76,841 from 80,487
Change-3,646 (-5%)
Value$3.6M (-$296.4K)
Filed 2026-10-09
Curtis Advisory Group, LLC
INCREASED
Shares71,317 from 68,589
Change+2,728 (+4%)
Value$3.3M (+$20.9K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
INCREASED
Shares70,742 from 66,881
Change+3,861 (+6%)
Value$3.3M (+$76.6K)
Filed 2026-10-07
SWP Financial LLC
INCREASED
Shares70,467 from 57,688
Change+12,779 (+22%)
Value$3.3M (+$509.0K)
Filed 2026-10-23
Wealthcare Capital Management LLC
DECREASED
Shares70,146 from 266,204
Change-196,058 (-74%)
Value$3.3M (-$9.6M)
Filed 2026-10-21
Absolute Capital Management, LLC
INCREASED
Shares69,324 from 62,186
Change+7,138 (+11%)
Value$3.2M (+$237.6K)
Filed 2026-10-16
A4 Wealth Advisors LLC
INCREASED
Shares69,225 from 40,750
Change+28,475 (+70%)
Value$3.2M (+$1.3M)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares68,582 from 53,908
Change+14,674 (+27%)
Value$3.2M (+$612.3K)
Filed 2026-11-02
BLB&B Advisors, LLC
DECREASED
Shares68,272 from 69,090
Change-818 (-1%)
Value$3.2M (-$146.1K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares68,141 from 71,822
Change-3,681 (-5%)
Value$3.2M (-$281.4K)
Filed 2026-10-23
VCI Wealth Management LLC
DECREASED
Shares67,051 from 71,738
Change-4,687 (-7%)
Value$3.1M (-$331.6K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares66,804 from 64,129
Change+2,675 (+4%)
Value$3.1M (+$25.3K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares66,720 from 77,986
Change-11,266 (-14%)
Value$3.1M (-$649.7K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares66,173 from 48,865
Change+17,308 (+35%)
Value$3.1M (+$735.0K)
Filed 2026-11-04
Ehrlich Financial Group
INCREASED
Shares66,014 from 58,632
Change+7,382 (+13%)
Value$3.1M (+$254.5K)
Filed 2026-10-20
Sterling Financial Planning, Inc.
INCREASED
Shares65,554 from 61,896
Change+3,658 (+6%)
Value$3.1M (+$74.9K)
Filed 2026-10-28
Wealth Architects, LLC
INCREASED
Shares64,825 from 26,905
Change+37,920 (+141%)
Value$3.0M (+$1.7M)
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares64,371 from 63,762
Change+609 (+1%)
Value$3.0M (-$71.0K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares62,893 from 60,393
Change+2,500 (+4%)
Value$2.9M (+$23.0K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares62,214 from 51,185
Change+11,029 (+22%)
Value$2.9M (+$437.1K)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares61,718 from 127,011
Change-65,293 (-51%)
Value$2.9M (-$3.3M)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares61,603 from 46,652
Change+14,951 (+32%)
Value$2.9M (+$628.0K)
Filed 2026-11-05
Robinswood Financial LLC
DECREASED
Shares61,529 from 65,232
Change-3,703 (-6%)
Value$2.9M (-$265.5K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares61,504 from 41,825
Change+19,679 (+47%)
Value$2.9M (+$857.1K)
Filed 2026-10-29
Allodium Investment Consultants, LLC
INCREASED
Shares61,424 from 50,132
Change+11,292 (+23%)
Value$2.9M (+$451.1K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares61,389 from 59,260
Change+2,129 (+4%)
Value$2.9M (+$72.1K)
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares60,487 from 57,487
Change+3,000 (+5%)
Value$2.8M (+$50.9K)
Filed 2026-11-05
Trinity Wealth Management, LLC
INCREASED
Shares60,072 from 58,771
Change+1,301 (+2%)
Value$2.8M (-$30.7K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares60,026 from 43,173
Change+16,853 (+39%)
Value$2.8M (+$722.6K)
Filed 2026-11-05
Meritas Wealth Management, LLC
INCREASED
Shares59,702 from 44,099
Change+15,603 (+35%)
Value$2.8M (+$662.5K)
Filed 2026-10-14
Womack Financial LLC
INCREASED
Shares59,178 from 54,766
Change+4,412 (+8%)
Value$2.8M (+$121.4K)
Filed 2026-10-14
Genesis Private Wealth, LLC
INCREASED
Shares58,835 from 54,517
Change+4,318 (+8%)
Value$2.8M (+$117.3K)
Filed 2026-11-02
WealthSpring Partners, LLC
DECREASED
Shares58,356 from 81,998
Change-23,642 (-29%)
Value$2.7M (-$1.2M)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares58,307 from 48,764
Change+9,543 (+20%)
Value$2.7M (+$368.9K)
Filed 2026-10-21
Wetzel Investment Advisors, Inc.
INCREASED
Shares58,017 from 56,843
Change+1,174 (+2%)
Value$2.7M (-$33.7K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares57,771 from 60,984
Change-3,213 (-5%)
Value$2.7M (-$245.9K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares55,794 from 51,603
Change+4,191 (+8%)
Value$2.6M (+$115.9K)
Filed 2026-10-23
Deutsche Bank Ag\
DECREASED
Shares55,122 from 68,097
Change-12,975 (-19%)
Value$2.6M (-$714.4K)
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED
Shares55,118 from 53,961
Change+1,157 (+2%)
Value$2.6M (-$29.9K)
Filed 2026-10-05
Ridgewood Investments LLC
INCREASED
Shares54,578 from 49,132
Change+5,446 (+11%)
Value$2.6M (+$178.6K)
Filed 2026-10-05
M Holdings Securities, Inc.
INCREASED
Shares52,187 from 42,011
Change+10,176 (+24%)
Value$2.5K (-$2.0M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares51,563 from 49,080
Change+2,483 (+5%)
Value$2.4M (+$39.8K)
Filed 2026-10-13
Sage Financial Management Group, Inc.
INCREASED
Shares50,622 from 41,147
Change+9,475 (+23%)
Value$2.4M (+$379.9K)
Filed 2026-11-06
FSM Wealth Advisors, LLC
INCREASED
Shares50,406 from 28,905
Change+21,501 (+74%)
Value$2.4M (+$968.2K)
Filed 2026-10-27
Charis Legacy Partners, LLC
DECREASED
Shares50,326 from 52,319
Change-1,993 (-4%)
Value$2.4M (-$175.0K)
Filed 2026-10-22
Graetz Wealth LLC
INCREASED
Shares50,161 from 44,233
Change+5,928 (+13%)
Value$2.4M (+$208.8K)
Filed 2026-10-27
Ryan Investment Management, Inc.
INCREASED
Shares49,857 from 46,595
Change+3,262 (+7%)
Value$2.3M (+$80.2K)
Filed 2026-10-20
Trust Co of Vermont
INCREASED
Shares48,894 from 48,681
Change+213 (+0%)
Value$2.3M (-$66.0K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED
Shares48,883 from 53,466
Change-4,583 (-9%)
Value$2.3M (-$298.2K)
Filed 2026-10-21
Cutler Investment Counsel LLC
INCREASED
Shares47,075 from 40,724
Change+6,351 (+16%)
Value$2.2M (+$234.1K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares47,000 from 33,247
Change+13,753 (+41%)
Value$2.2M (+$592.8K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
INCREASED
Shares46,053 from 41,554
Change+4,499 (+11%)
Value$2.2M (+$148.4K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares45,338 from 36,050
Change+9,288 (+26%)
Value$2.1M (+$379.1K)
Filed 2026-10-28
Tectonic Advisors LLC
INCREASED
Shares44,027 from 40,558
Change+3,469 (+9%)
Value$2.1M (+$99.3K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares43,771 from 39,943
Change+3,828 (+10%)
Value$2.1M (+$117.1K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares43,770 from 40,807
Change+2,963 (+7%)
Value$2.1M (+$75.2K)
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares43,449 from 43,449
Change0 (0%)
Value$2.0M (-$67.8K)
Filed 2026-11-06
Bokf, NA
INCREASED
Shares43,344 from 40,131
Change+3,213 (+8%)
Value$2.0M (+$88.0K)
Filed 2026-10-27
Johnson Financial Group, LLC
DECREASED
Shares42,676 from 43,078
Change-402 (-1%)
Value$2.0M (-$86.1K)
Filed 2026-11-03
Sterling Investment Management, LLC
INCREASED
Shares41,889 from 41,212
Change+677 (+2%)
Value$2.0M (-$32.6K)
Filed 2026-10-16
Moors & Cabot, Inc.
INCREASED
Shares41,689 from 31,643
Change+10,046 (+32%)
Value$2.0M (+$421.5K)
Filed 2026-11-06
Sovran Advisors, LLC
DECREASED
Shares41,149 from 57,406
Change-16,257 (-28%)
Value$1.9M (-$797.9K)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
NEW
Shares40,618
Change+40,618
Value$1.9M
Filed 2026-10-20
Straight Path Wealth Management
INCREASED
Shares40,553 from 35,629
Change+4,924 (+14%)
Value$1.9M (+$175.2K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares40,093 from 37,040
Change+3,053 (+8%)
Value$1.9M (+$85.3K)
Filed 2026-10-13
Towerpoint Wealth, LLC
INCREASED
Shares39,996 from 38,772
Change+1,224 (+3%)
Value$1.9M (-$3.1K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
NEW
Shares39,143
Change+39,143
Value$1.8M
Filed 2026-10-30
Integrated Advisors Network LLC
INCREASED
Shares39,089 from 24,017
Change+15,072 (+63%)
Value$1.8M (+$669.0K)
Filed 2026-10-20
Coston, McIsaac & Partners
DECREASED
Shares37,922 from 38,056
Change-134 (0%)
Value$1.8M (-$21.6K)
Filed 2026-11-06
WMG Financial Advisors, LLC
UNCHANGED
Shares37,731 from 37,731
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares37,133 from 38,083
Change-950 (-2%)
Value$1.7M (-$103.9K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares37,069 from 36,312
Change+757 (+2%)
Value$1.7M (-$21.2K)
Filed 2026-10-27
First Hawaiian Bank
DECREASED
Shares36,700 from 44,537
Change-7,837 (-18%)
Value$1.7M (-$436.8K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares36,008 from 30,668
Change+5,340 (+17%)
Value$1.7M (+$202.4K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares35,496 from 25,523
Change+9,973 (+39%)
Value$1.7M (+$427.6K)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares34,978 from 33,550
Change+1,428 (+4%)
Value$1.6M (+$14.6K)
Filed 2026-10-27
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares34,755 from 23,919
Change+10,836 (+45%)
Value$1.6M (+$470.5K)
Filed 2026-10-15
Blueprint Financial Advisors LLC
INCREASED
Shares34,691 from 11,684
Change+23,007 (+197%)
Value$1.6M (+$1.1M)
Filed 2026-10-28
Novem Group
INCREASED
Shares33,910 from 32,810
Change+1,100 (+3%)
Value$1.6M (+$324)
Filed 2026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED
Shares33,639 from 33,166
Change+473 (+1%)
Value$1.6M (-$29.6K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares33,048 from 33,706
Change-658 (-2%)
Value$1.5M (-$83.4K)
Filed 2026-10-29
Stewardship Advisors, LLC
INCREASED
Shares32,211 from 30,957
Change+1,254 (+4%)
Value$1.5M (+$10.5K)
Filed 2026-10-20
Veratis Advisors, Inc.
DECREASED
Shares30,916 from 31,899
Change-983 (-3%)
Value$1.4M (-$95.8K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares30,729 from 40,547
Change-9,818 (-24%)
Value$1.4M (-$523.4K)
Filed 2026-10-22
Falcon Wealth Planning
INCREASED
Shares30,666 from 29,573
Change+1,093 (+4%)
Value$1.4M (+$5.1K)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED
Shares30,351 from 31,267
Change-916 (-3%)
Value$1.4M (-$91.7K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares30,292 from 28,651
Change+1,641 (+6%)
Value$1.4M (+$32.2K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares29,977 from 28,120
Change+1,857 (+7%)
Value$1.4M (+$43.1K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares29,945 from 25,786
Change+4,159 (+16%)
Value$1.4M (+$154.7K)
Filed 2026-11-05
Fort Henry Capital, LLC
INCREASED
Shares29,902 from 26,730
Change+3,172 (+12%)
Value$1.4M (+$107.0K)
Filed 2026-10-22
Carter Financial Group, Inc.
INCREASED
Shares29,464 from 26,821
Change+2,643 (+10%)
Value$1.4M (+$82.1K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares29,352 from 32,830
Change-3,478 (-11%)
Value$1.4M (-$215.0K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares29,257 from 25,996
Change+3,261 (+13%)
Value$1.4M (+$112.3K)
Filed 2026-10-07
Stonekeep Investments, LLC
INCREASED
Shares29,139 from 28,072
Change+1,067 (+4%)
Value$1.4M (+$1.4M)
Filed 2026-10-15
Uptown Financial Advisors LLC
DECREASED
Shares29,011 from 29,794
Change-783 (-3%)
Value$1.4M (-$83.2K)
Filed 2026-10-15
LongView Wealth Management
INCREASED
Shares28,948 from 27,641
Change+1,307 (+5%)
Value$1.4M (+$18.2K)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares28,594 from 22,803
Change+5,791 (+25%)
Value$1.3M (+$235.9K)
Filed 2026-10-28
Stash Investments, LLC
INCREASED
Shares28,264 from 10,335
Change+17,929 (+173%)
Value$1.3M (+$824.2K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares28,166 from 16,887
Change+11,279 (+67%)
Value$1.3M (+$502.3K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares27,716 from 21,621
Change+6,095 (+28%)
Value$1.3M (+$251.9K)
Filed 2026-10-13
Creekside Partners
INCREASED
Shares27,401 from 27,264
Change+137 (+1%)
Value$1.3M (-$36.1K)
Filed 2026-11-04
Compass Ion Advisors, LLC
INCREASED
Shares27,315 from 16,756
Change+10,559 (+63%)
Value$1.3M (+$468.8K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED
Shares27,302 from 46,614
Change-19,312 (-41%)
Value$1.3M (-$977.8K)
Filed 2026-11-05
Blueprint Investment Partners LLC
INCREASED
Shares27,065 from 12,006
Change+15,059 (+125%)
Value$1.3M (+$687.1K)
Filed 2026-10-28
Founders Financial Securities LLC
DECREASED
Shares26,940 from 36,681
Change-9,741 (-27%)
Value$1.3M (-$513.7K)
Filed 2026-10-28
Donalies Financial Planning, LLC
INCREASED
Shares26,735 from 25,705
Change+1,030 (+4%)
Value$1.3M (+$8.1K)
Filed 2026-10-19
Birch Financial Group, LLC
INCREASED
Shares26,731 from 26,219
Change+512 (+2%)
Value$1.3M (-$16.9K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares25,574 from 21,815
Change+3,759 (+17%)
Value$1.2K (-$520.3K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares25,244 from 25,239
Change+5 (+0%)
Value$1.2M (-$39.1K)
Filed 2026-10-21
Global Financial Private Client, LLC
DECREASED
Shares25,148 from 33,494
Change-8,346 (-25%)
Value$1.2M (-$443.4K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares24,848 from 18,780
Change+6,068 (+32%)
Value$1.2M (+$255.1K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
DECREASED
Shares24,805 from 35,806
Change-11,001 (-31%)
Value$1.2M (-$571.5K)
Filed 2026-10-07
PFC Capital Group, Inc.
INCREASED
Shares24,436 from 23,832
Change+604 (+3%)
Value$1.1M (-$8.7K)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares24,416 from 24,238
Change+178 (+1%)
Value$1.1M (-$29.5K)
Filed 2026-11-05
Ironwood Wealth Management, Llc.
INCREASED
Shares24,021 from 23,292
Change+729 (+3%)
Value$1.1M (-$2.1K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares23,963 from 22,384
Change+1,579 (+7%)
Value$1.1M (+$39.1K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares23,883 from 15,205
Change+8,678 (+57%)
Value$1.1M (+$383.0K)
Filed 2026-11-03
Landmark Wealth Management, Inc.
NEW
Shares23,645
Change+23,645
Value$1.1M
Filed 2026-11-04
Sloy Dahl & Holst, LLC
INCREASED
Shares23,425 from 23,394
Change+31 (+0%)
Value$1.1M (-$35.0K)
Filed 2026-10-14
Eagle Rock Investment Company, LLC
INCREASED
Shares23,325 from 19,262
Change+4,063 (+21%)
Value$1.1M (+$160.4K)
Filed 2026-10-21
Equita Financial Network, Inc.
DECREASED
Shares23,023 from 23,043
Change-20 (0%)
Value$1.1M (-$36.9K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares22,932 from 23,840
Change-908 (-4%)
Value$1.1M (-$79.8K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares22,870 from 23,464
Change-594 (-3%)
Value$1.1M (-$64.5K)
Filed 2026-10-13
Guidance Capital, Inc
INCREASED
Shares22,761 from 21,463
Change+1,298 (+6%)
Value$1.1M (+$48.4K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares22,689 from 22,758
Change-69 (0%)
Value$1.1M (-$38.8K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares22,646 from 20,885
Change+1,761 (+8%)
Value$1.1K (-$1.0M)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares22,526 from 24,189
Change-1,663 (-7%)
Value$1.1M (-$115.7K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares22,045 from 12,391
Change+9,654 (+78%)
Value$1.0M (+$433.1K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares21,968 from 6,429
Change+15,539 (+242%)
Value$1.0M (+$718.3K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares21,714 from 16,206
Change+5,508 (+34%)
Value$1.0M (+$232.9K)
Filed 2026-10-14
Encompass More Asset Management
INCREASED
Shares21,439 from 17,308
Change+4,131 (+24%)
Value$1.0M (+$166.6K)
Filed 2026-10-16
Fisher Asset Management, LLC
INCREASED
Shares20,948 from 10,649
Change+10,299 (+97%)
Value$981.9K (+$466.1K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares20,867 from 19,777
Change+1,090 (+6%)
Value$978.0K (+$20.2K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares20,863 from 22,473
Change-1,610 (-7%)
Value$977.9K (-$110.5K)
Filed 2026-10-08
Acorn Wealth Advisors, LLC
INCREASED
Shares20,623 from 20,022
Change+601 (+3%)
Value$966.6K (-$3.1K)
Filed 2026-10-19
L.K. Benson & Company, P.C.
INCREASED
Shares20,414 from 18,416
Change+1,998 (+11%)
Value$956.8K (+$64.9K)
Filed 2026-10-23
Transcendent Capital Group LLC
INCREASED
Shares20,317 from 14,675
Change+5,642 (+38%)
Value$952.3K (+$241.6K)
Filed 2026-10-28
Facet Wealth, Inc.
DECREASED
Shares20,309 from 30,896
Change-10,587 (-34%)
Value$951.9K (-$544.4K)
Filed 2026-11-04
Kings Path Partners LLC
DECREASED
Shares20,205 from 22,804
Change-2,599 (-11%)
Value$947.0K (-$157.4K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
INCREASED
Shares20,049 from 9,130
Change+10,919 (+120%)
Value$939.7K (+$497.5K)
Filed 2026-11-03
Penobscot Wealth Management
INCREASED
Shares19,747 from 18,434
Change+1,313 (+7%)
Value$925.5K (+$32.8K)
Filed 2026-10-21
Fagan Associates, Inc.
INCREASED
Shares19,700 from 16,926
Change+2,774 (+16%)
Value$923.3K (+$103.6K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares19,499 from 15,785
Change+3,714 (+24%)
Value$913.9K (+$149.5K)
Filed 2026-10-28
Washington Trust Advisors, Inc.
INCREASED
Shares19,404 from 18,795
Change+609 (+3%)
Value$909.5K (-$771)
Filed 2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares19,266 from 19,265
Change+1 (+0%)
Value$903.0K (-$30.0K)
Filed 2026-10-08
Defined Wealth Management, LLC
DECREASED
Shares18,949 from 19,030
Change-81 (0%)
Value$888.1K (-$33.5K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares18,734 from 18,734
Change0 (0%)
Value$878.1K (-$29.2K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
DECREASED
Shares18,502 from 86,829
Change-68,327 (-79%)
Value$865.7K (-$3.3M)
Filed 2026-10-16
Brighton Jones LLC
NEW
Shares17,927
Change+17,927
Value$840.2K
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares17,782 from 18,425
Change-643 (-3%)
Value$833.5K (-$58.9K)
Filed 2026-10-14
Diversified Trust Co
NEW
Shares17,371
Change+17,371
Value$814.2K
Filed 2026-11-06
Cornerstone Planning Group LLC
DECREASED
Shares16,951 from 17,158
Change-207 (-1%)
Value$796.4K (-$23.8K)
Filed 2026-10-16
Foster Victor Wealth Advisors, LLC
NEW
Shares16,869
Change+16,869
Value$793.4K
Filed 2026-10-21
TMB Capital Partners, LLC
INCREASED
Shares16,647 from 16,371
Change+276 (+2%)
Value$780.2K (-$12.6K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares16,520 from 15,792
Change+728 (+5%)
Value$800.0K (+$35.3K)
Filed 2026-11-06
BAM Wealth Management, LLC
INCREASED
Shares16,514 from 15,062
Change+1,452 (+10%)
Value$774.0K (+$44.6K)
Filed 2026-10-15
Victory Financial Group, LLC
INCREASED
Shares16,394 from 14,717
Change+1,677 (+11%)
Value$768.4K (+$55.7K)
Filed 2026-10-27
Balefire, LLC
INCREASED
Shares16,295 from 15,659
Change+636 (+4%)
Value$763.7K (+$5.4K)
Filed 2026-10-09
Pacifica Partners Inc.
INCREASED
Shares16,193 from 676
Change+15,517 (+2295%)
Value$757.7K (+$725.1K)
Filed 2026-10-09
City Center Advisors, LLC
INCREASED
Shares16,001 from 13,960
Change+2,041 (+15%)
Value$750.0K (+$73.9K)
Filed 2026-10-08
Endowment Wealth Management, Inc.
INCREASED
Shares15,798 from 15,408
Change+390 (+3%)
Value$740.4K (-$5.8K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED
Shares15,549 from 15,764
Change-215 (-1%)
Value$728.8K (-$34.6K)
Filed 2026-11-05
Rockland Trust Co
INCREASED
Shares15,546 from 14,675
Change+871 (+6%)
Value$728.6K (+$17.9K)
Filed 2026-10-05
Ellis Investment Partners, LLC
NEW
Shares15,515
Change+15,515
Value$727.2K
Filed 2026-10-21
Annex Advisory Services, LLC
NEW
Shares15,088
Change+15,088
Value$707.2K
Filed 2026-10-16
Provident Living Financial Services, Inc.
DECREASED
Shares14,871 from 15,529
Change-658 (-4%)
Value$704.7K (-$47.3K)
Filed 2026-11-03
Verde Capital Management
DECREASED
Shares14,851 from 16,587
Change-1,736 (-10%)
Value$696.1K (-$107.2K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares14,825 from 10,364
Change+4,461 (+43%)
Value$694.8K (+$192.9K)
Filed 2026-10-22
International Assets Investment Management, LLC
DECREASED
Shares14,770 from 14,801
Change-31 (0%)
Value$691.1K (-$23.4K)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares14,659 from 14,805
Change-146 (-1%)
Value$687.1K (-$29.9K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares14,528 from 5,318
Change+9,210 (+173%)
Value$680.9K (+$423.4K)
Filed 2026-10-16
Thrive Capital Management, LLC
INCREASED
Shares14,345 from 10,484
Change+3,861 (+37%)
Value$672.4K (+$164.6K)
Filed 2026-10-28
IVC Wealth Advisors LLC
INCREASED
Shares14,171 from 12,048
Change+2,123 (+18%)
Value$664.2K (+$80.7K)
Filed 2026-10-23
Forthright Family Wealth Advisory LLC
INCREASED
Shares14,068 from 13,598
Change+470 (+3%)
Value$659.3K (+$791)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares13,988 from 6,920
Change+7,068 (+102%)
Value$655.6K (+$320.5K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares13,694 from 11,595
Change+2,099 (+18%)
Value$641.9K (+$80.3K)
Filed 2026-10-21
Zenith Solutions, Inc.
DECREASED
Shares13,653 from 14,777
Change-1,124 (-8%)
Value$639.9K (-$75.7K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares13,524 from 10,922
Change+2,602 (+24%)
Value$633.9K (+$104.9K)
Filed 2026-10-28
Keybank National Association
INCREASED
Shares13,464 from 8,171
Change+5,293 (+65%)
Value$631.1K (+$235.3K)
Filed 2026-11-04
Essential Planning, Llc.
INCREASED
Shares13,208 from 13,205
Change+3 (+0%)
Value$619.1K (-$20.5K)
Filed 2026-10-21
LexAurum Advisors, LLC
INCREASED
Shares13,121 from 8,628
Change+4,493 (+52%)
Value$615.0K (+$197.1K)
Filed 2026-10-19
TFB Advisors LLC
INCREASED
Shares12,992 from 12,755
Change+237 (+2%)
Value$608.9K (-$8.8K)
Filed 2026-11-02
J.M. Arbour, LLC
INCREASED
Shares12,985 from 12,851
Change+134 (+1%)
Value$608.6K (-$13.8K)
Filed 2026-11-05
Innovative Wealth Building LLC
INCREASED
Shares12,957 from 7,253
Change+5,704 (+79%)
Value$607.3K (+$256.1K)
Filed 2026-10-14
Richardson Financial Services Inc.
DECREASED
Shares12,957 from 13,065
Change-108 (-1%)
Value$607.3K (-$25.4K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares12,526 from 10,717
Change+1,809 (+17%)
Value$587.1K (+$68.1K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares12,422 from 5,303
Change+7,119 (+134%)
Value$582.2K (+$325.4K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares12,353 from 9,940
Change+2,413 (+24%)
Value$580.7K (+$102.8K)
Filed 2026-10-20
Chicago Capital, LLC
UNCHANGED
Shares12,295 from 12,295
Change0 (0%)
Value$576.3K (-$19.2K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares12,251 from 10,618
Change+1,633 (+15%)
Value$574.2K (+$60.0K)
Filed 2026-10-26
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares12,206 from 12,402
Change-196 (-2%)
Value$572.1K (-$28.5K)
Filed 2026-11-04
Shayne & Jacobs, LLC
DECREASED
Shares12,060 from 12,910
Change-850 (-7%)
Value$565.3K (-$60.0K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
DECREASED
Shares12,000 from 13,790
Change-1,790 (-13%)
Value$562.4K (-$105.4K)
Filed 2026-11-05
RCS Financial Planning, LLC
DECREASED
Shares11,960 from 15,339
Change-3,379 (-22%)
Value$560.6K (-$182.3K)
Filed 2026-10-14
SilverOak Wealth Management LLC
INCREASED
Shares11,893 from 9,450
Change+2,443 (+26%)
Value$557.4K (+$99.8K)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares11,772 from 37,320
Change-25,548 (-68%)
Value$551.8K (-$1.3M)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED
Shares11,673 from 11,673
Change0 (0%)
Value$547.1K (-$18.2K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares11,653 from 11,563
Change+90 (+1%)
Value$546.2K (-$13.8K)
Filed 2026-10-21
Hardworking Capital Advisors, LLC
DECREASED
Shares11,635 from 14,437
Change-2,802 (-19%)
Value$545.3K (-$153.9K)
Filed 2026-10-20
Harmony Asset Management LLC
INCREASED
Shares11,555 from 10,510
Change+1,045 (+10%)
Value$541.6K (+$32.6K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares11,241 from 11,373
Change-132 (-1%)
Value$526.9K (-$23.9K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares11,226 from 11,367
Change-141 (-1%)
Value$526.2K (-$24.3K)
Filed 2026-10-28
Pacific Park Financial, Inc.
INCREASED
Shares11,032 from 10,085
Change+947 (+9%)
Value$517.1K (+$28.7K)
Filed 2026-10-13
Condor Capital Management
DECREASED
Shares10,936 from 10,948
Change-12 (0%)
Value$512.6K (-$17.6K)
Filed 2026-11-06
Private Management Group Inc
UNCHANGED
Shares10,830 from 10,830
Change0 (0%)
Value$507.6K (-$16.9K)
Filed 2026-11-04
Diesslin Group, Inc.
INCREASED
Shares10,815 from 10,737
Change+78 (+1%)
Value$506.9K (-$13.1K)
Filed 2026-10-14
Myecfo, LLC
DECREASED
Shares10,793 from 11,193
Change-400 (-4%)
Value$505.9K (-$36.2K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares10,607 from 9,950
Change+657 (+7%)
Value$497.2K (+$15.3K)
Filed 2026-10-19
MMA Asset Management LLC
INCREASED
Shares10,590 from 9,465
Change+1,125 (+12%)
Value$496.3K (+$37.9K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
INCREASED
Shares10,573 from 8,537
Change+2,036 (+24%)
Value$495.6K (+$82.1K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares10,501 from 10,168
Change+333 (+3%)
Value$492.2K (-$260)
Filed 2026-10-23
Aspen Wealth Management LLC
DECREASED
Shares10,491 from 19,669
Change-9,178 (-47%)
Value$491.7K (-$460.9K)
Filed 2026-10-14
JIM Saulnier & Associates, LLC
INCREASED
Shares10,441 from 10,076
Change+365 (+4%)
Value$489.4K (+$1.4K)
Filed 2026-11-04
Ramiah Investment Group
DECREASED
Shares10,395 from 11,126
Change-731 (-7%)
Value$487.2K (-$51.6K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,252 from 11,256
Change-1,004 (-9%)
Value$480.5K (-$64.6K)
Filed 2026-10-23
Lynx Investment Advisory
INCREASED
Shares10,235 from 9,717
Change+518 (+5%)
Value$479.7K (+$9.1K)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares10,159 from 10,493
Change-334 (-3%)
Value$476.2K (-$32.0K)
Filed 2026-11-04
Money Concepts Capital Corp
DECREASED
Shares10,106 from 11,439
Change-1,333 (-12%)
Value$473.7K (-$80.3K)
Filed 2026-11-06
Refined Wealth Management
DECREASED
Shares9,986 from 10,388
Change-402 (-4%)
Value$468.0K (-$35.1K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares9,985 from 8,449
Change+1,536 (+18%)
Value$468.0K (+$58.8K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED
Shares9,985 from 9,985
Change0 (0%)
Value$468.0K (-$15.6K)
Filed 2026-10-13
Noesis Capital Mangement Corp
INCREASED
Shares9,897 from 9,659
Change+238 (+2%)
Value$463.9K (-$3.9K)
Filed 2026-10-26
Cogent Private Wealth, Inc.
DECREASED
Shares9,792 from 33,123
Change-23,331 (-70%)
Value$459.0K (-$1.1M)
Filed 2026-11-06
Financial Consulate, Inc
DECREASED
Shares9,736 from 9,752
Change-16 (0%)
Value$456.3K (-$16.0K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
DECREASED
Shares9,622 from 9,675
Change-53 (-1%)
Value$451.0K (-$17.6K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares9,592 from 3,547
Change+6,045 (+170%)
Value$449.6K (+$277.8K)
Filed 2026-10-29
Churchill Financial Advisors, LLC
INCREASED
Shares9,532 from 9,086
Change+446 (+5%)
Value$446.8K (+$6.7K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
INCREASED
Shares9,503 from 7,451
Change+2,052 (+28%)
Value$445.4K (+$84.6K)
Filed 2026-10-16
Vista Capital Partners, Inc.
INCREASED
Shares9,497 from 7,553
Change+1,944 (+26%)
Value$445.1K (+$79.3K)
Filed 2026-11-06
Providence First Trust Co
INCREASED
Shares9,464 from 5,928
Change+3,536 (+60%)
Value$443.6K (+$156.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares9,455 from 11,946
Change-2,491 (-21%)
Value$443.2K (-$135.4K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares9,410 from 15,704
Change-6,294 (-40%)
Value$441.1K (-$319.5K)
Filed 2026-11-04
Waystone Advisors LLC
UNCHANGED
Shares9,406 from 9,406
Change0 (0%)
Value$455.5K ($0)
Filed 2026-10-16
Xena Financial Planning, LLC
INCREASED
Shares9,362 from 9,267
Change+95 (+1%)
Value$438.8K (-$10.0K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares9,335 from 4,670
Change+4,665 (+100%)
Value$437.5K (+$211.4K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares9,250 from 10,463
Change-1,213 (-12%)
Value$433.6K (-$73.2K)
Filed 2026-11-02
Courage Miller Partners, LLC
UNCHANGED
Shares9,129 from 9,129
Change0 (0%)
Value$427.9K (-$14.2K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares9,076 from 8,572
Change+504 (+6%)
Value$425.4K (+$10.3K)
Filed 2026-10-16
Mallini Complete Financial Planning LLC
DECREASED
Shares9,025 from 9,378
Change-353 (-4%)
Value$423.0K (-$31.1K)
Filed 2026-10-06
Verdence Capital Advisors LLC
DECREASED
Shares9,008 from 9,035
Change-27 (0%)
Value$422.2K (-$15.4K)
Filed 2026-10-26
Waller Financial Planning Group, Inc
DECREASED
Shares8,885 from 9,520
Change-635 (-7%)
Value$416.4K (-$44.6K)
Filed 2026-10-07
Titleist Asset Management, LLC
NEW
Shares8,813
Change+8,813
Value$413.0K
Filed 2026-10-08
Institute for Wealth Management, Llc.
INCREASED
Shares8,763 from 8,675
Change+88 (+1%)
Value$410.7K (-$9.4K)
Filed 2026-11-06
Midwest Financial Partners Investments, Inc.
INCREASED
Shares8,684 from 6,446
Change+2,238 (+35%)
Value$407.0K (+$94.8K)
Filed 2026-10-08
HBK Sorce Advisory LLC
DECREASED
Shares8,573 from 8,811
Change-238 (-3%)
Value$407.7K (-$15.1K)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares8,561 from 8,484
Change+77 (+1%)
Value$401.2K (-$9.7K)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares8,476
Change+8,476
Value$397.4K
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares8,468 from 8,449
Change+19 (+0%)
Value$396.9K (-$12.3K)
Filed 2026-10-22
Presilium Private Wealth, LLC
NEW
Shares8,455
Change+8,455
Value$396.3K
Filed 2026-10-26
Beacon Financial Advisory LLC
INCREASED
Shares8,404 from 7,757
Change+647 (+8%)
Value$393.9K (+$18.2K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
NEW
Shares8,332
Change+8,332
Value$390.5K
Filed 2026-10-26
Gibraltar Capital Management, Inc.
DECREASED
Shares8,320 from 8,324
Change-4 (0%)
Value$390.0K (-$13.2K)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares8,215 from 4,301
Change+3,914 (+91%)
Value$385.0K (+$176.7K)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
NEW
Shares8,157
Change+8,157
Value$382.3K
Filed 2026-10-29
Coastline Trust Co
DECREASED
Shares8,153 from 10,081
Change-1,928 (-19%)
Value$382.1K (-$106.1K)
Filed 2026-10-01
Bayban
UNCHANGED
Shares8,128 from 8,128
Change0 (0%)
Value$393.6K ($0)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED
Shares8,093 from 5,957
Change+2,136 (+36%)
Value$379.3K (+$90.8K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares8,032 from 8,337
Change-305 (-4%)
Value$376.5K (-$27.3K)
Filed 2026-10-13
TrustWell Financial Advisors, LLC
INCREASED
Shares7,970 from 6,891
Change+1,079 (+16%)
Value$373.5K (+$39.8K)
Filed 2026-10-15
Cap Partners, LLC
INCREASED
Shares7,961 from 7,411
Change+550 (+7%)
Value$373.1K (+$14.3K)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares7,865 from 7,943
Change-78 (-1%)
Value$368.6K (-$16.1K)
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED
Shares7,846 from 6,909
Change+937 (+14%)
Value$367.7K (+$33.1K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares7,840 from 7,840
Change0 (0%)
Value$367.5K (-$12.2K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares7,808 from 9,578
Change-1,770 (-18%)
Value$366.0K (-$97.9K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
INCREASED
Shares7,729 from 7,728
Change+1 (+0%)
Value$362.2K (-$12.1K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
DECREASED
Shares7,725 from 7,896
Change-171 (-2%)
Value$362.1K (-$20.3K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares7,724 from 7,677
Change+47 (+1%)
Value$362.0K (-$9.8K)
Filed 2026-10-28
City Holding Co
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$356.1K (-$11.9K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
UNCHANGED
Shares7,519 from 7,519
Change0 (0%)
Value$352.4K (-$11.7K)
Filed 2026-10-21
Oceanside Advisors LLC
DECREASED
Shares7,489 from 8,311
Change-822 (-10%)
Value$351.0K (-$51.5K)
Filed 2026-11-03
Archer Investment Corp
INCREASED
Shares7,457 from 6,764
Change+693 (+10%)
Value$349.5K (+$22.0K)
Filed 2026-11-05
Channel Wealth LLC
INCREASED
Shares7,421 from 7,420
Change+1 (+0%)
Value$347.8K (-$11.5K)
Filed 2026-11-06
LAM Group, Inc.
DECREASED
Shares7,390 from 8,510
Change-1,120 (-13%)
Value$346.4K (-$65.8K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED
Shares7,353 from 7,549
Change-196 (-3%)
Value$344.6K (-$21.0K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares7,273 from 7,062
Change+211 (+3%)
Value$340.9K (-$1.1K)
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares7,240 from 7,101
Change+139 (+2%)
Value$339.4K (-$4.5K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares7,200 from 7,200
Change0 (0%)
Value$337.5K (-$11.2K)
Filed 2026-10-05
Northern Lights Advisors, Inc.
INCREASED
Shares7,162 from 4,304
Change+2,858 (+66%)
Value$335.7K (+$127.2K)
Filed 2026-10-21
Lodestone Wealth Management LLC
DECREASED
Shares7,107 from 7,330
Change-223 (-3%)
Value$333.1K (-$21.9K)
Filed 2026-10-14
Reap Financial Group, LLC
DECREASED
Shares7,088 from 11,938
Change-4,850 (-41%)
Value$332.2K (-$245.9K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$328.1K (-$10.9K)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares6,980 from 6,971
Change+9 (+0%)
Value$327.2K (-$10.4K)
Filed 2026-10-30
TrueWealth Advisors, LLC
DECREASED
Shares6,845 from 7,228
Change-383 (-5%)
Value$320.8K (-$29.2K)
Filed 2026-10-09
Altiora Financial Group, LLC
NEW
Shares6,800
Change+6,800
Value$318.7K
Filed 2026-11-04
Family Wealth Partners, LLC
DECREASED
Shares6,786 from 6,830
Change-44 (-1%)
Value$318.1K (-$12.7K)
Filed 2026-10-20
Carroll Advisory Group, LLC
INCREASED
Shares6,744 from 6,577
Change+167 (+3%)
Value$316.1K (-$2.4K)
Filed 2026-10-16
Evolution Wealth Management Inc.
INCREASED
Shares6,707 from 1,602
Change+5,105 (+319%)
Value$314.4K (+$236.8K)
Filed 2026-10-28
Salus Financial Advisors, LLC
NEW
Shares6,680
Change+6,680
Value$313.1K
Filed 2026-10-20
Oakwell Private Wealth Management, LLC
DECREASED
Shares6,644 from 7,898
Change-1,254 (-16%)
Value$311.4K (-$71.1K)
Filed 2026-11-06
Patten Group, Inc.
DECREASED
Shares6,636 from 7,234
Change-598 (-8%)
Value$311.0K (-$39.3K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares6,586 from 6,690
Change-104 (-2%)
Value$309.1K (-$14.9K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
INCREASED
Shares6,585 from 4,207
Change+2,378 (+57%)
Value$308.7K (+$104.9K)
Filed 2026-10-22
Tucker Asset Management LLC
INCREASED
Shares6,541 from 4,679
Change+1,862 (+40%)
Value$306.6K (+$80.0K)
Filed 2026-10-29
WPG Advisers, LLC
INCREASED
Shares6,531 from 6,504
Change+27 (+0%)
Value$306.1K (-$8.9K)
Filed 2026-10-27
Charles Schwab Trust Co
INCREASED
Shares6,511 from 6,510
Change+1 (+0%)
Value$305.2K (-$10.1K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares6,445 from 5,738
Change+707 (+12%)
Value$302.0K (+$24.1K)
Filed 2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW
Shares6,371
Change+6,371
Value$298.6K
Filed 2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares6,364 from 6,223
Change+141 (+2%)
Value$298.3K (-$3.1K)
Filed 2026-10-16
Merited Wealth, LLC
DECREASED
Shares6,255 from 9,069
Change-2,814 (-31%)
Value$293.2K (-$146.0K)
Filed 2026-10-13
BluePrint Investing LLC
DECREASED
Shares6,220 from 6,493
Change-273 (-4%)
Value$291.5K (-$22.9K)
Filed 2026-10-14
One Degree Advisors Inc
INCREASED
Shares6,139 from 4,718
Change+1,421 (+30%)
Value$287.6K (+$60.6K)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares6,124 from 6,114
Change+10 (+0%)
Value$287.0K (-$9.1K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares6,073 from 4,871
Change+1,202 (+25%)
Value$284.6K (+$48.7K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares6,053 from 5,647
Change+406 (+7%)
Value$283.7K (+$10.2K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
INCREASED
Shares5,958 from 5,930
Change+28 (+0%)
Value$279.2K (-$4.2K)
Filed 2026-10-19
Nations Financial Group Inc,
UNCHANGED
Shares5,942 from 5,942
Change0 (0%)
Value$278.5K (-$9.3K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares5,940 from 5,460
Change+480 (+9%)
Value$278.3K (+$13.9K)
Filed 2026-10-30
Occidental Asset Management, LLC
NEW
Shares5,867
Change+5,867
Value$275.0K
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares5,853 from 5,820
Change+33 (+1%)
Value$274.3K (-$7.6K)
Filed 2026-10-28
Advisortrust Partners, LLC
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$273.8K (-$9.1K)
Filed 2026-11-02
Todd Wealth Management, LLC
UNCHANGED
Shares5,794 from 5,794
Change0 (0%)
Value$271.6K (-$9.0K)
Filed 2026-10-19
Hardin Capital Partners, LLC
DECREASED
Shares5,744 from 5,892
Change-148 (-3%)
Value$269.2K (-$16.4K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares5,676 from 769
Change+4,907 (+638%)
Value$266.0K (+$228.8K)
Filed 2026-11-04
Centurion Wealth Management LLC
NEW
Shares5,657
Change+5,657
Value$265.1K
Filed 2026-10-13
ProCore Advisors, LLC
NEW
Shares5,656
Change+5,656
Value$265.1K
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares5,637 from 8,442
Change-2,805 (-33%)
Value$264.2K (-$144.6K)
Filed 2026-10-14
Cannon Advisors, Inc.
DECREASED
Shares5,624 from 6,244
Change-620 (-10%)
Value$264.4K (-$35.1K)
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares5,617 from 5,617
Change0 (0%)
Value$263.3K (-$8.8K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares5,534 from 7,507
Change-1,973 (-26%)
Value$259.4K (-$104.2K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,499 from 5,884
Change-385 (-7%)
Value$257.8K (-$27.2K)
Filed 2026-10-16
Financial Guidance Group, Inc.
DECREASED
Shares5,394 from 6,306
Change-912 (-14%)
Value$252.8K (-$52.6K)
Filed 2026-10-21
DecisionPoint Financial, LLC
INCREASED
Shares5,347 from 4,685
Change+662 (+14%)
Value$250.2K (+$24.1K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares5,330 from 11,467
Change-6,137 (-54%)
Value$249.8K (-$305.6K)
Filed 2026-10-28
Rede Wealth, LLC
DECREASED
Shares5,303 from 6,458
Change-1,155 (-18%)
Value$248.5K (-$64.2K)
Filed 2026-10-22
Kelly Financial Services LLC
DECREASED
Shares5,301 from 5,332
Change-31 (-1%)
Value$248.5K (-$9.8K)
Filed 2026-10-20
Pacific Asset Management, LLC
INCREASED
Shares5,299 from 5,261
Change+38 (+1%)
Value$248.4K (-$6.4K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
DECREASED
Shares5,296 from 5,678
Change-382 (-7%)
Value$248.2K (-$26.8K)
Filed 2026-10-19
Brewster Financial Planning LLC
INCREASED
Shares5,220 from 4,921
Change+299 (+6%)
Value$244.7K (+$6.3K)
Filed 2026-10-13
Lederer & Associates Investment Counsel
UNCHANGED
Shares5,165 from 5,165
Change0 (0%)
Value$242 (-$8)
Filed 2026-10-23
Kesler, Norman & Wride, LLC
DECREASED
Shares5,137 from 5,172
Change-35 (-1%)
Value$240.8K (-$9.7K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares5,111 from 4,898
Change+213 (+4%)
Value$239.6K (+$2.3K)
Filed 2026-11-04
Five Oceans Advisors
DECREASED
Shares5,111 from 5,123
Change-12 (0%)
Value$239.5K (-$8.5K)
Filed 2026-10-22
Alpha Omega Wealth Management LLC
DECREASED
Shares5,097 from 5,211
Change-114 (-2%)
Value$238.9K (-$13.5K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,040 from 5,791
Change-751 (-13%)
Value$236.2K (-$44.3K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares5,004 from 9,965
Change-4,961 (-50%)
Value$234.5K (-$248.1K)
Filed 2026-10-15
RMR Wealth Builders
NEW
Shares4,993
Change+4,993
Value$234.0K
Filed 2026-10-22
Accretive Wealth Partners, LLC
DECREASED
Shares4,932 from 7,497
Change-2,565 (-34%)
Value$231.1K (-$132.0K)
Filed 2026-11-06
Integrity Investment Advisors, LLC
NEW
Shares4,927
Change+4,927
Value$230.9K
Filed 2026-11-03
Tandemgrowth Financial Advisors LLC
INCREASED
Shares4,911 from 4,595
Change+316 (+7%)
Value$230.2K (+$7.7K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
NEW
Shares4,842
Change+4,842
Value$226.9K
Filed 2026-11-06
Hanson & Doremus Investment Management
DECREASED
Shares4,834 from 5,505
Change-671 (-12%)
Value$227 (-$266.8K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares4,808 from 4,536
Change+272 (+6%)
Value$225.4K (+$5.7K)
Filed 2026-10-08
Cypress Point Wealth Management, LLC
INCREASED
Shares4,799 from 4,764
Change+35 (+1%)
Value$224.9K (-$5.8K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
INCREASED
Shares4,787 from 4,480
Change+307 (+7%)
Value$224.4K (+$7.4K)
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED
Shares4,785 from 4,804
Change-19 (0%)
Value$224.3K (-$8.4K)
Filed 2026-10-06
Tenon Financial LLC
NEW
Shares4,699
Change+4,699
Value$220.2K
Filed 2026-10-14
Bauman Advisory Group, LLC
NEW
Shares4,650
Change+4,650
Value$218.0K
Filed 2026-10-29
Carmel Capital Partners, LLC
INCREASED
Shares4,637 from 4,517
Change+120 (+3%)
Value$217.3K (-$1.4K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares4,581 from 5,295
Change-714 (-13%)
Value$214.7K (-$41.7K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares4,538 from 4,811
Change-273 (-6%)
Value$212.7K (-$20.3K)
Filed 2026-10-28
Fiscal Wisdom Wealth Management, LLC
NEW
Shares4,523
Change+4,523
Value$212.0K
Filed 2026-10-16
KFA Private Wealth Group, LLC
NEW
Shares4,494
Change+4,494
Value$210.6K
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares4,493
Change+4,493
Value$210.6K
Filed 2026-10-27
Willow Creek Wealth Management Inc.
NEW
Shares4,455
Change+4,455
Value$208.8K
Filed 2026-10-26
Brucke Financial, Inc.
DECREASED
Shares4,455 from 5,406
Change-951 (-18%)
Value$208.8K (-$53.0K)
Filed 2026-10-23
Gordian Advisors LLC
DECREASED
Shares4,420 from 5,814
Change-1,394 (-24%)
Value$207.2K (-$74.4K)
Filed 2026-10-30
Impact Capital Partners LLC
NEW
Shares4,373
Change+4,373
Value$205.0K
Filed 2026-10-22
Foguth Wealth Management, Llc.
NEW
Shares4,370
Change+4,370
Value$206.0K
Filed 2026-10-19
Islay Capital Management, LLC
DECREASED
Shares4,342 from 4,656
Change-314 (-7%)
Value$203.5K (-$22.0K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares4,328 from 4,328
Change0 (0%)
Value$202.9K (-$6.8K)
Filed 2026-11-02
Econ Financial Services Corp
DECREASED
Shares4,309 from 16,843
Change-12,534 (-74%)
Value$202.0K (-$613.7K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,307 from 4,179
Change+128 (+3%)
Value$201.9K (-$157)
Filed 2026-10-14
HB Wealth Management, LLC
NEW
Shares4,279
Change+4,279
Value$200.5K
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED
Shares4,279 from 4,347
Change-68 (-2%)
Value$200.6K (-$10.0K)
Filed 2026-10-16
Stone House Investment Management, LLC
DECREASED
Shares3,682 from 4,749
Change-1,067 (-22%)
Value$172.6K (-$57.4K)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$171.9K (-$5.7K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares3,311 from 3,311
Change0 (0%)
Value$155.2K (-$5.2K)
Filed 2026-10-20
Pioneer Family Office, LLC
UNCHANGED
Shares3,177 from 3,177
Change0 (0%)
Value$148.9K (-$5.0K)
Filed 2026-10-30
S.A. Mason LLC
UNCHANGED
Shares2,971 from 2,971
Change0 (0%)
Value$139.3K (-$4.6K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares2,889 from 1,462
Change+1,427 (+98%)
Value$135.4K (+$64.6K)
Filed 2026-10-20
Holos Integrated Wealth LLC
DECREASED
Shares2,881 from 3,489
Change-608 (-17%)
Value$135.5K (-$32.0K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares2,879 from 2,400
Change+479 (+20%)
Value$134.9K (+$18.7K)
Filed 2026-10-19
Balance Wealth Partners LLC
NEW
Shares2,829
Change+2,829
Value$132.6K
Filed 2026-10-27
American National Bank & Trust
DECREASED
Shares2,780 from 3,068
Change-288 (-9%)
Value$130.3K (-$18.3K)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$121.2K (-$4.0K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$107.5K (-$3.6K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,281 from 3,135
Change-854 (-27%)
Value$106.9K (-$44.9K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares2,264 from 1,290
Change+974 (+76%)
Value$106.1K (+$43.7K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,906 from 2,790
Change-884 (-32%)
Value$89.3K (-$45.8K)
Filed 2026-11-02
Go Invest LLC
INCREASED
Shares1,821 from 1,709
Change+112 (+7%)
Value$85.3K (+$2.6K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
INCREASED
Shares1,668 from 1,666
Change+2 (+0%)
Value$78.2K (-$2.5K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares1,642
Change+1,642
Value$76.9K
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,533 from 1,540
Change-7 (0%)
Value$71.9K (-$2.7K)
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$68.9K (-$2.3K)
Filed 2026-10-23
William Mack & Associates, Inc.
NEW
Shares1,448
Change+1,448
Value$67.9K
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares1,391 from 31,637
Change-30,246 (-96%)
Value$65.2K (-$1.5M)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares1,335 from 812
Change+523 (+64%)
Value$62.6K (+$23.2K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares1,241 from 2,121
Change-880 (-41%)
Value$58.2K (-$44.6K)
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares1,200 from 2,400
Change-1,200 (-50%)
Value$56.2K (-$60.0K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares1,135
Change+1,135
Value$53.2K
Filed 2026-10-19
Chilton Capital Management LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$51.8K (-$1.7K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,053 from 1,056
Change-3 (0%)
Value$49.4K (-$1.8K)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares1,032 from 1,415
Change-383 (-27%)
Value$48.4K (-$20.2K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares992
Change+992
Value$46.5K
Filed 2026-11-05
USA Financial Formulas
NEW
Shares974
Change+974
Value$45.7K
Filed 2026-10-16
Blueline Advisors LLC
DECREASED
Shares937 from 1,217
Change-280 (-23%)
Value$43.9K (-$15.0K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares937 from 711
Change+226 (+32%)
Value$43.9K (+$9.5K)
Filed 2026-10-14
First Premier Bank
NEW
Shares928
Change+928
Value$43
Filed 2026-10-13
Investors Research Corp
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$42.6K (-$1.4K)
Filed 2026-10-07
Fortis Group Advisors, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$41.2K (-$1.4K)
Filed 2026-11-06
Asset Dedication, LLC
INCREASED
Shares840 from 28
Change+812 (+2900%)
Value$39.4K (+$38.0K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
NEW
Shares817
Change+817
Value$38.3K
Filed 2026-10-05
Transce3nd, LLC
INCREASED
Shares795 from 264
Change+531 (+201%)
Value$37.4K (+$24.7K)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares753 from 683
Change+70 (+10%)
Value$35.3K (+$2.2K)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares710
Change+710
Value$33.3K
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares693 from 689
Change+4 (+1%)
Value$32.5K (-$887)
Filed 2026-10-08
Kozak & Associates, Inc.
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$32.3K (-$677)
Filed 2026-10-29
Abound Wealth Management
INCREASED
Shares655 from 23
Change+632 (+2748%)
Value$30.7K (+$29.6K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares630 from 636
Change-6 (-1%)
Value$29.5K (-$1.2K)
Filed 2026-10-15
NorthAvenue LLC
INCREASED
Shares618 from 516
Change+102 (+20%)
Value$29.0K (+$4.0K)
Filed 2026-10-29
Center for Financial Planning, Inc.
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$28.6K (-$953)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$27.3K (-$910)
Filed 2026-10-06
LFA - Lugano Financial Advisors SA
DECREASED
Shares543 from 3,910
Change-3,367 (-86%)
Value$25.5K (-$163.9K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$25.1K (-$836)
Filed 2026-10-15
Key Capital Management, Inc
INCREASED
Shares513 from 426
Change+87 (+20%)
Value$24.0K (+$3.4K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares453
Change+453
Value$21.2K
Filed 2026-10-23
Southern Michigan Bank & Trust
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$21.1K (-$702)
Filed 2026-10-19
Clark Wealth Partners
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$19.4K (-$644)
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares405
Change+405
Value$19.0K
Filed 2026-11-06
Main Street Group, LTD
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$18.5K (-$616)
Filed 2026-10-28
Kroeger Financial Partners
INCREASED
Shares382 from 362
Change+20 (+6%)
Value$17.9K (+$372)
Filed 2026-10-19
Beacon Financial Strategies Corp
NEW
Shares372
Change+372
Value$17.4K
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$17.2K (-$571)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
NEW
Shares345
Change+345
Value$16.2K
Filed 2026-10-30
Rakuten Securities, Inc.
DECREASED
Shares342 from 350
Change-8 (-2%)
Value$16.0K (-$921)
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$14.8K (-$493)
Filed 2026-10-26
Schuylkill Financial LLC
DECREASED
Shares249 from 61,625
Change-61,376 (-100%)
Value$11.7K (-$3.0M)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares247 from 313
Change-66 (-21%)
Value$11.6K (-$3.6K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares243 from 238
Change+5 (+2%)
Value$11.4K (-$154)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares210
Change+210
Value$9.8K
Filed 2026-10-27
Horizon Financial Services, LLC
INCREASED
Shares209 from 94
Change+115 (+122%)
Value$9.8K (+$5.2K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
NEW
Shares187
Change+187
Value$8.8K
Filed 2026-10-09
Inspire Investing, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$8.7K (-$290)
Filed 2026-10-22
Eukles Asset Management
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$8.7K (-$290)
Filed 2026-11-04
Towne Trust Company, N.a
NEW
Shares184
Change+184
Value$8.6K
Filed 2026-10-28
Advocate Investing Services LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$8.2K (-$275)
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.0K (-$234)
Filed 2026-10-30
American Capital Advisory, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.5K (-$215)
Filed 2026-10-28
Oakworth Capital, Inc.
DECREASED
Shares136 from 508
Change-372 (-73%)
Value$6.4K (-$18.1K)
Filed 2026-10-26
First Bancorp, Inc
NEW
Shares123
Change+123
Value$5.8K
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.6K (-$137)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares88
Change+88
Value$4.1K
Filed 2026-11-04
Affinity Wealth LLC
NEW
Shares79
Change+79
Value$3.7K
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.5K (-$116)
Filed 2026-10-21
Winthrop Capital Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.1K (+$3.1K)
Filed 2026-11-05
High Point Wealth Management, LLC
NEW
Shares60
Change+60
Value$2.8K
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares53
Change+53
Value$2.5K
Filed 2026-10-13
Activest Wealth Management
DECREASED
Shares53 from 285
Change-232 (-81%)
Value$2.5K (-$11.3K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW
Shares43
Change+43
Value$2.0K
Filed 2026-10-15
Arlington Trust Co LLC
DECREASED
Shares38 from 1,104
Change-1,066 (-97%)
Value$1.8K (-$51.7K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares37
Change+37
Value$1.7K
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.6K (-$53)
Filed 2026-10-27
Hara Capital LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-10-30
Signature Resources Capital Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares27 from 42
Change-15 (-36%)
Value$1.3K (-$769)
Filed 2026-11-06
Concord Wealth Partners
DECREASED
Shares24 from 3,016
Change-2,992 (-99%)
Value$1.1K (-$144.9K)
Filed 2026-11-02
Livelsberger Financial Advisory
NEW
Shares23
Change+23
Value$1.1K
Filed 2026-10-28
McCarley & Cook Financial Planners
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$937 (-$32)
Filed 2026-10-21
Quaker Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$938 (-$31)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$703 (-$23)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$422 (-$14)
Filed 2026-10-07
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$329 (-$11)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6 from 54
Change-48 (-89%)
Value$282 (-$2.3K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$235 (-$8)
Filed 2026-10-15
Bell Investment Advisors, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$141 (-$5)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
NEW
Shares2
Change+2
Value$94
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$94 (-$3)
Filed 2026-10-13
Mosley Wealth Management
DECREASED
Shares1 from 11
Change-10 (-91%)
Value$48 (-$486)
Filed 2026-10-16
Christian Investment Advisors, Inc.
CLOSED
Shares0 from 352,185
Change-352,185 (-100%)
Value$0 (-$17.1M)
Filed 2026-11-03
Lincoln Capital Corp
CLOSED
Shares0 from 171,277
Change-171,277 (-100%)
Value$0 (-$8.3M)
Filed 2026-10-13
Sagace Wealth Management LLC
CLOSED
Shares0 from 111,660
Change-111,660 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 110,573
Change-110,573 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 99,294
Change-99,294 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-28
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 99,294
Change-99,294 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-21
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 86,441
Change-86,441 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 85,151
Change-85,151 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-19
Quartz Partners, LLC
CLOSED
Shares0 from 78,992
Change-78,992 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 36,259
Change-36,259 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-16
Trellis Wealth Advisors LLC
CLOSED
Shares0 from 25,882
Change-25,882 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Point Nemo Capital, LLC
CLOSED
Shares0 from 17,792
Change-17,792 (-100%)
Value$0 (-$861.7K)
Filed 2026-11-03
Unique Wealth, LLC
CLOSED
Shares0 from 17,550
Change-17,550 (-100%)
Value$0 (-$849.9K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 13,640
Change-13,640 (-100%)
Value$0 (-$660.6K)
Filed 2026-10-14
Arwa LLC
CLOSED
Shares0 from 13,553
Change-13,553 (-100%)
Value$0 (-$650.0K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 13,384
Change-13,384 (-100%)
Value$0 (-$648.2K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 13,178
Change-13,178 (-100%)
Value$0 (-$638.2K)
Filed 2026-10-05
James Investment Research, Inc.
CLOSED
Shares0 from 8,768
Change-8,768 (-100%)
Value$0 (-$424.6K)
Filed 2026-10-22
MTM Investment Management, LLC
CLOSED
Shares0 from 7,707
Change-7,707 (-100%)
Value$0 (-$373.3K)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 7,392
Change-7,392 (-100%)
Value$0 (-$358.0K)
Filed 2026-10-13
Arbor Capital Management Inc
CLOSED
Shares0 from 7,235
Change-7,235 (-100%)
Value$0 (-$346.5K)
Filed 2026-10-21
Family CFO Inc
CLOSED
Shares0 from 7,213
Change-7,213 (-100%)
Value$0 (-$349.3K)
Filed 2026-10-30
Columbia Advisory Partners LLC
CLOSED
Shares0 from 6,025
Change-6,025 (-100%)
Value$0 (-$291.8K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 5,925
Change-5,925 (-100%)
Value$0 (-$287.0K)
Filed 2026-10-26
Synergy Asset Management, LLC
CLOSED
Shares0 from 5,339
Change-5,339 (-100%)
Value$0 (-$258.6K)
Filed 2026-11-05
McAdam, LLC
CLOSED
Shares0 from 5,338
Change-5,338 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-21
Carolina Wealth Management Inc
CLOSED
Shares0 from 5,337
Change-5,337 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
CLOSED
Shares0 from 5,256
Change-5,256 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-23
TrustBank
CLOSED
Shares0 from 5,255
Change-5,255 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-20
Paragon Advisors, LLC
CLOSED
Shares0 from 5,218
Change-5,218 (-100%)
Value$0 (-$252.7K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 5,161
Change-5,161 (-100%)
Value$0 (-$249.9K)
Filed 2026-10-19
LVW Advisors, LLC
CLOSED
Shares0 from 5,137
Change-5,137 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-19
Allen Capital Group, LLC
CLOSED
Shares0 from 5,075
Change-5,075 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-27
Darden Wealth Group Inc
CLOSED
Shares0 from 4,880
Change-4,880 (-100%)
Value$0 (-$236.3K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 4,708
Change-4,708 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-09
Stokes Capital Advisors, LLC
CLOSED
Shares0 from 4,495
Change-4,495 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-09
Summit Wealth Group LLC / Co
CLOSED
Shares0 from 4,346
Change-4,346 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-29
Capital Investment Advisors, LLC
CLOSED
Shares0 from 4,212
Change-4,212 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-22
Clientfirst Wealth Management, LLC
CLOSED
Shares0 from 4,201
Change-4,201 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-04
Midwest Trust Co
CLOSED
Shares0 from 4,170
Change-4,170 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-22
Albion Financial Group
CLOSED
Shares0 from 3,404
Change-3,404 (-100%)
Value$0 (-$164.9K)
Filed 2026-10-21
NBT Bank, N.A.
CLOSED
Shares0 from 1,516
Change-1,516 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 1,503
Change-1,503 (-100%)
Value$0 (-$72.8K)
Filed 2026-10-22
Community Bank, N.A.
CLOSED
Shares0 from 1,362
Change-1,362 (-100%)
Value$0 (-$66.0K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$39.9K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-13
CGC Financial Services, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-13
Covestor Ltd
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$13)
Filed 2026-10-30
Maseco LLP
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-27
Wells Financial Advisors Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Ares Financial Consulting, LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-19
Pacific Center for Financial Services
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-15
Key FInancial Inc
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-14
JPMorgan Chase & Co
N/A
Shares— from 310,184,158
Change-310,184,158 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 128,817,197
Change-128,817,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 61,515,090
Change-61,515,090 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 58,846,335
Change-58,846,335 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 39,340,451
Change-39,340,451 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,942,307
Change-21,942,307 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,301,516
Change-20,301,516 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 19,103,376
Change-19,103,376 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 13,123,557
Change-13,123,557 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,357,596
Change-10,357,596 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,884,431
Change-9,884,431 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,925,087
Change-5,925,087 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,720,864
Change-5,720,864 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,072,090
Change-5,072,090 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 4,815,071
Change-4,815,071 (-100%)
Value—
&partners
N/A
Shares— from 4,325,800
Change-4,325,800 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,156,520
Change-4,156,520 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,573,990
Change-3,573,990 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,471,877
Change-3,471,877 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,317,595
Change-3,317,595 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 2,662,224
Change-2,662,224 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,503,755
Change-2,503,755 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,434,416
Change-2,434,416 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,335,059
Change-2,335,059 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,194,319
Change-2,194,319 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,052,383
Change-2,052,383 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,034,345
Change-2,034,345 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,963,500
Change-1,963,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,789,179
Change-1,789,179 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,710,245
Change-1,710,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,555,652
Change-1,555,652 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,346,913
Change-1,346,913 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,338,153
Change-1,338,153 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,282,841
Change-1,282,841 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,265,567
Change-1,265,567 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,184,598
Change-1,184,598 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,124,674
Change-1,124,674 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,117,222
Change-1,117,222 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,074,729
Change-1,074,729 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,068,395
Change-1,068,395 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 1,030,814
Change-1,030,814 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 993,069
Change-993,069 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 840,831
Change-840,831 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 833,549
Change-833,549 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 831,460
Change-831,460 (-100%)
Value—
UBS Group AG
N/A
Shares— from 802,768
Change-802,768 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 796,320
Change-796,320 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 793,418
Change-793,418 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 640,132
Change-640,132 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 603,409
Change-603,409 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 566,084
Change-566,084 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 529,866
Change-529,866 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 491,698
Change-491,698 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 470,493
Change-470,493 (-100%)
Value—
FIL Ltd
N/A
Shares— from 467,137
Change-467,137 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 467,071
Change-467,071 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 432,285
Change-432,285 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 417,926
Change-417,926 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 405,420
Change-405,420 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 404,393
Change-404,393 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 398,711
Change-398,711 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 397,935
Change-397,935 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 393,959
Change-393,959 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 364,167
Change-364,167 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 360,811
Change-360,811 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 350,775
Change-350,775 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 348,330
Change-348,330 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 344,914
Change-344,914 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 323,121
Change-323,121 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 289,801
Change-289,801 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 278,303
Change-278,303 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 273,227
Change-273,227 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 272,485
Change-272,485 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 266,258
Change-266,258 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 265,137
Change-265,137 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 258,107
Change-258,107 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 255,624
Change-255,624 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 252,649
Change-252,649 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 250,496
Change-250,496 (-100%)
Value—
Nwam LLC
N/A
Shares— from 247,762
Change-247,762 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 226,076
Change-226,076 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 223,933
Change-223,933 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 223,484
Change-223,484 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 210,543
Change-210,543 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 206,747
Change-206,747 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 199,962
Change-199,962 (-100%)
Value—
Stephens Inc
N/A
Shares— from 196,582
Change-196,582 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 194,357
Change-194,357 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 188,731
Change-188,731 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 188,617
Change-188,617 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 184,336
Change-184,336 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 184,198
Change-184,198 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 171,559
Change-171,559 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 165,564
Change-165,564 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 162,954
Change-162,954 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 161,077
Change-161,077 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 151,090
Change-151,090 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 147,429
Change-147,429 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 140,148
Change-140,148 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 137,851
Change-137,851 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 136,225
Change-136,225 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 135,332
Change-135,332 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 133,371
Change-133,371 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 130,685
Change-130,685 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 130,548
Change-130,548 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 128,662
Change-128,662 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 124,599
Change-124,599 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 122,924
Change-122,924 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 122,454
Change-122,454 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 121,748
Change-121,748 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 121,268
Change-121,268 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 120,855
Change-120,855 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 119,568
Change-119,568 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 119,444
Change-119,444 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 115,463
Change-115,463 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 104,899
Change-104,899 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 102,760
Change-102,760 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 102,741
Change-102,741 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 101,802
Change-101,802 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 98,705
Change-98,705 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 97,843
Change-97,843 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 97,065
Change-97,065 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 94,788
Change-94,788 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 92,480
Change-92,480 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 92,087
Change-92,087 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 86,863
Change-86,863 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 86,326
Change-86,326 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 84,170
Change-84,170 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 83,264
Change-83,264 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 83,128
Change-83,128 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 82,773
Change-82,773 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 80,875
Change-80,875 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 80,175
Change-80,175 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 78,657
Change-78,657 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 74,703
Change-74,703 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 72,898
Change-72,898 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 72,200
Change-72,200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 71,682
Change-71,682 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 69,531
Change-69,531 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,238
Change-69,238 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 65,914
Change-65,914 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 65,195
Change-65,195 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 63,328
Change-63,328 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 63,090
Change-63,090 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 61,315
Change-61,315 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 61,179
Change-61,179 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 60,847
Change-60,847 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 60,323
Change-60,323 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 59,642
Change-59,642 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 58,946
Change-58,946 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 57,922
Change-57,922 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 57,522
Change-57,522 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 55,534
Change-55,534 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 54,584
Change-54,584 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 54,330
Change-54,330 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 53,513
Change-53,513 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 52,383
Change-52,383 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 50,959
Change-50,959 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 49,693
Change-49,693 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 49,323
Change-49,323 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 48,750
Change-48,750 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 48,715
Change-48,715 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 47,307
Change-47,307 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 46,719
Change-46,719 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 46,359
Change-46,359 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,916
Change-45,916 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 45,913
Change-45,913 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 44,029
Change-44,029 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 43,296
Change-43,296 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 42,254
Change-42,254 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 41,848
Change-41,848 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,614
Change-41,614 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,816
Change-38,816 (-100%)
Value—
EQ LLC
N/A
Shares— from 38,791
Change-38,791 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37,041
Change-37,041 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 36,236
Change-36,236 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 36,176
Change-36,176 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 35,229
Change-35,229 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 34,380
Change-34,380 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 33,815
Change-33,815 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,729
Change-33,729 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 33,565
Change-33,565 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 33,451
Change-33,451 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 33,216
Change-33,216 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,166
Change-33,166 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 32,984
Change-32,984 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 32,861
Change-32,861 (-100%)
Value—
Invst, LLC
N/A
Shares— from 30,609
Change-30,609 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 30,434
Change-30,434 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 29,999
Change-29,999 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 29,027
Change-29,027 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,426
Change-28,426 (-100%)
Value—
Bank of Marin
N/A
Shares— from 27,424
Change-27,424 (-100%)
Value—
EWA, LLC
N/A
Shares— from 27,244
Change-27,244 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 25,834
Change-25,834 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 25,793
Change-25,793 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 25,530
Change-25,530 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25,407
Change-25,407 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 25,279
Change-25,279 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 25,177
Change-25,177 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 24,471
Change-24,471 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 24,438
Change-24,438 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 23,256
Change-23,256 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 22,860
Change-22,860 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 22,744
Change-22,744 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 22,573
Change-22,573 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,906
Change-21,906 (-100%)
Value—
Towle & Co
N/A
Shares— from 21,697
Change-21,697 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 21,354
Change-21,354 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,196
Change-21,196 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 20,894
Change-20,894 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 20,342
Change-20,342 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,864
Change-19,864 (-100%)
Value—
Blair William & Co
N/A
Shares— from 19,191
Change-19,191 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 19,083
Change-19,083 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 18,432
Change-18,432 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 18,176
Change-18,176 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 18,136
Change-18,136 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 18,109
Change-18,109 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 17,940
Change-17,940 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,819
Change-17,819 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16,759
Change-16,759 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 16,602
Change-16,602 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,553
Change-16,553 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 15,839
Change-15,839 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 15,735
Change-15,735 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 15,662
Change-15,662 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 15,388
Change-15,388 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 15,280
Change-15,280 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,761
Change-14,761 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 14,360
Change-14,360 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 14,173
Change-14,173 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 13,955
Change-13,955 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 13,638
Change-13,638 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 13,529
Change-13,529 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 13,451
Change-13,451 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,444
Change-13,444 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 12,794
Change-12,794 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,631
Change-12,631 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 12,147
Change-12,147 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,283
Change-11,283 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,187
Change-11,187 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,641
Change-10,641 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 9,877
Change-9,877 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 9,741
Change-9,741 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 9,273
Change-9,273 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,213
Change-4,213 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 950
Change-950 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 898
Change-898 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 825
Change-825 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 511
Change-511 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 384
Change-384 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
EFG International AG
N/A
Shares— from 323
Change-323 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Toews Corp
N/A
Shares— from 220
Change-220 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 168
Change-168 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 56
Change-56 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 43
Change-43 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 27
Change-27 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 17
Change-17 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 14
Change-14 (-100%)
Value—
Motco
N/A
Shares— from 11
Change-11 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Heritage Wealth Advisors
N/A
Shares— from 0
Change0
Value—
Delta Asset Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Savant Capital, LLC
DECREASED22,882,99138,533,386-15,650,395-41%$1.9B$1.1B-$786.7M2026-11-06
LPL Financial LLC
INCREASED11,899,88711,468,622+431,265+4%$555.4M$557.7M+$2.3M2026-11-06
Bank of New York Mellon Corp
INCREASED7,404,6117,282,745+121,866+2%$352.7M$347.1M-$5.6M2026-11-05
Assetmark, Inc
DECREASED7,281,8397,501,131-219,292-3%$363.3M$341.3M-$22.0M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED3,067,2053,140,804-73,599-2%$152.1M$143.8K-$152.0M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED2,000,0561,859,138+140,918+8%$90.0M$93.7M+$3.7M2026-11-03
Truist Financial Corp
INCREASED1,745,1941,574,681+170,513+11%$76.3M$81.8M+$5.5M2026-10-30
Symmetry Partners, LLC
INCREASED1,659,5961,593,322+66,274+4%$77.2M$77.8M+$620.7K2026-10-27
Hardy Reed LLC
DECREASED1,533,1791,535,784-2,6050%$74.4M$71.9M-$2.5M2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED1,442,8251,423,682+19,143+1%$68.9M$67.6M-$1.3M2026-10-20
Kestra Investment Management, LLC
INCREASED1,440,3971,337,537+102,860+8%$64.8M$67.5M+$2.7M2026-11-04
Partners in Financial Planning
INCREASED1,316,7381,288,435+28,303+2%$62.4M$61.7M-$684.2K2026-11-06
Burton Enright Welch
DECREASED1,133,4421,174,634-41,192-4%$56.9M$53.1M-$3.8M2026-11-04
Country Trust Bank
INCREASED1,117,9711,068,748+49,223+5%$51.8M$52.4M+$639.8K2026-10-30
Eclectic Associates Inc
INCREASED1,117,6271,080,386+37,241+3%$52.3M$52.4M+$60.0K2026-10-09
Retirement Investment Advisors, Inc.
INCREASED1,111,7021,064,060+47,642+4%$51.0M$52.1M+$1.1M2026-10-22
Clark Asset Management, LLC
INCREASED1,079,491981,214+98,277+10%$47.5M$50.6M+$3.1M2026-10-19
Kestra Advisory Services, LLC
INCREASED1,072,828599,180+473,648+79%$29.0M$50.3M+$21.3M2026-11-02
P/E Global LLC
INCREASED1,071,5301,038,478+33,052+3%$50.3M$50.2M-$70.9K2026-10-29
PDS Planning, Inc
INCREASED1,040,7871,034,989+5,798+1%$50.1M$48.8M-$1.3M2026-11-03
Hamilton Point Investment Advisors, LLC
INCREASED958,922919,347+39,575+4%$44.5M$44.9M+$420.7K2026-11-03
Citigroup Inc
INCREASED908,038892,697+15,341+2%$43.2M$42.6M-$673.6K2026-11-04
Apella Capital, LLC
DECREASED896,479945,365-48,886-5%$45.4M$42.0M-$3.4M2026-10-08
Valmark Advisers, Inc.
INCREASED843,588796,548+47,040+6%$38.6M$39.5M+$962.2K2026-11-06
CX Institutional
DECREASED827,9031,159,375-331,472-29%$56.1K$38.8K-$17.3K2026-10-02
Wedmont Private Capital
INCREASED794,381743,512+50,869+7%$35.7M$37.3M+$1.5M2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED783,389595,099+188,290+32%$28.8M$36.7M+$7.9M2026-10-14
Commonwealth Equity Services, LLC
INCREASED745,027708,368+36,659+5%$34.3M$34.9M+$613.2K2026-11-02
Farther Finance Advisors, LLC
INCREASED743,488679,310+64,178+9%$32.9M$34.8M+$1.9M2026-10-08
Human Investing LLC
INCREASED720,120656,654+63,466+10%$31.8M$33.8M+$2.0M2026-10-19
Vise Technologies, Inc.
INCREASED715,765602,669+113,096+19%$29.2M$33.5M+$4.4M2026-10-29
Discipline Wealth Solutions, LLC
INCREASED704,792658,093+46,699+7%$31.9M$33.0M+$1.2M2026-10-14
Marotta Asset Management
INCREASED650,940637,117+13,823+2%$30.8M$30.5M-$244.1K2026-10-02
Avion Wealth
INCREASED649,961570,842+79,119+14%$27.6M$30.5K-$27.6M2026-11-04
Thrivent Financial for Lutherans
INCREASED633,521489,020+144,501+30%$23.7M$29.6K-$23.7M2026-11-05
MilWealth Group LLC
DECREASED623,806641,227-17,421-3%$31.1M$29.2M-$1.8M2026-11-02
Prospera Capital Management, LLC
INCREASED605,381456,925+148,456+32%$22.0M$28.3M+$6.3M2026-10-19
Wiser Wealth Management, Inc
INCREASED593,429496,529+96,900+20%$24.0M$27.8M+$3.8M2026-10-14
Burrus Financial Services, Inc.
INCREASED584,566559,901+24,665+4%$27.1M$27.4M+$281.8K2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED581,692749,859-168,167-22%$36.3M$27.3M-$9.1M2026-10-20
rebel Financial LLC
INCREASED573,431178,481+394,950+221%$8.6M$26.9M+$18.2M2026-11-04
Ascent Group, LLC
INCREASED568,115409,962+158,153+39%$19.9M$26.6M+$6.8M2026-10-30
Avior Wealth Management, LLC
INCREASED562,384534,207+28,177+5%$25.9M$26.4M+$487.3K2026-10-13
Silver Oak Advisory Group, Inc.
INCREASED554,648544,324+10,324+2%$26.4M$26.0M-$364.6K2026-11-06
Evolution Advisers, Inc.
INCREASED554,275553,304+971+0%$26.8M$26.1M-$717.4K2026-11-06
McLean Asset Management Corp
DECREASED548,578552,563-3,985-1%$26.4M$26.1M-$305.6K2026-11-06
Flagstone Financial Management
INCREASED525,917496,358+29,559+6%$24.0M$24.6M+$611.1K2026-11-05
Atria Investments, Inc
INCREASED522,092509,082+13,010+3%$24.7M$24.5M-$184.4K2026-10-15
Hassell Wealth Management, LLC
DECREASED514,591531,498-16,907-3%$25.4M$24.1M-$1.3M2026-10-19
Rinkey Investments
INCREASED495,523477,491+18,032+4%$23.1M$23.2M+$100.3K2026-10-28
Phillips Financial Management, LLC
DECREASED478,258529,231-50,973-10%$25.6M$22.4M-$3.2M2026-10-19
Triad Wealth Partners, LLC
INCREASED462,200347,658+114,542+33%$16.6M$21.7M+$5.0M2026-10-26
Park Avenue Securities LLC
INCREASED436,167391,912+44,255+11%$19.0M$20.4K-$19.0M2026-10-26
Luminvest Wealth Management LLC
DECREASED432,305522,481-90,176-17%$25.3M$20.3M-$5.0M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED426,103381,851+44,252+12%$18.4M$20.0M+$1.6M2026-10-13
BlueSky Wealth Advisors, LLC
DECREASED421,539438,441-16,902-4%$21.2M$19.8M-$1.5M2026-10-29
EverSource Wealth Advisors, LLC
DECREASED409,630411,825-2,195-1%$19.9M$19.2M-$745.3K2026-11-04
Parker Financial LLC
INCREASED405,720390,210+15,510+4%$18.9M$19.0M+$93.5K2026-11-05
Perigon Wealth Management, LLC
INCREASED404,221318,593+85,628+27%$15.4M$18.9M+$3.5M2026-10-22
Creative Planning
DECREASED403,361420,878-17,517-4%$20.4M$18.9M-$1.5M2026-11-02
Cranbrook Wealth Management, LLC
INCREASED386,630381,052+5,578+1%$18.5M$18.1M-$333.0K2026-10-28
Financial Architects, LLC
INCREASED381,900342,491+39,409+12%$16.6M$17.9M+$1.3M2026-10-13
Boston Standard Wealth Management, LLC
INCREASED378,4546,288+372,166+5919%$303.6K$17.7M+$17.4M2026-10-07
ShankerValleau Wealth Advisors, Inc.
INCREASED372,232356,458+15,774+4%$17.3M$17.4M+$183.3K2026-10-16
Ballentine Capital Advisors, Inc
INCREASED371,716370,719+997+0%$18.0M$17.4M-$531.6K2026-10-14
VestGen Advisors, LLC
DECREASED364,766376,787-12,021-3%$18.2M$17.1M-$1.2M2026-10-27
XY Planning Network, Inc.
INCREASED350,272310,169+40,103+13%$15.0M$16.4M+$1.4M2026-10-14
Greenspring Advisors, LLC
INCREASED327,014304,105+22,909+8%$14.7M$15.3M+$599.4K2026-11-05
Brookstone Capital Management
DECREASED324,095342,588-18,493-5%$16.6M$15.2M-$1.4M2026-10-22
Atmos Advisory, LLC
INCREASED323,143318,013+5,130+2%$15.4M$15.1M-$255.7K2026-10-06
Cambridge Advisors Inc.
INCREASED321,428318,189+3,239+1%$15.4M$15.1M-$344.6K2026-10-19
Factor Wealth Management LTD
DECREASED314,887321,391-6,504-2%$15.6M$14.8M-$806.2K2026-10-08
SigFig Wealth Management, LLC
INCREASED314,013310,749+3,264+1%$15.1M$14.7M-$359.7K2026-10-07
Patriot Investment Management Group, Inc.
INCREASED311,259297,256+14,003+5%$14.4M$14.6M+$192.6K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED310,002308,934+1,068+0%$15.0M$14.5M-$431.9K2026-11-03
Livet Wealth, LLC
INCREASED309,892282,984+26,908+10%$13.7M$14.5M+$819.7K2026-10-27
Stone Loft Wealth Management LLC
DECREASED304,982309,427-4,445-1%$14.9M$14.3M-$567.3K2026-11-03
Acorn Financial Advisory Services Inc
INCREASED296,7046,617+290,087+4384%$320.5K$13.9M+$13.6M2026-11-02
Grove Street Fiduciary, LLC
DECREASED295,212310,499-15,287-5%$15.0M$13.8M-$1.2M2026-10-13
Security Financial Services, Inc.
INCREASED294,406193,238+101,168+52%$9.4M$13.8M+$4.4M2026-10-29
Net Worth Advisory Group
INCREASED284,527279,405+5,122+2%$13.5M$13.3M-$218.6K2026-10-20
BIP Wealth, LLC
INCREASED283,206274,807+8,399+3%$13.3M$13.3M-$35.0K2026-10-22
Brooklyn FI, LLC
DECREASED280,286295,211-14,925-5%$14.1M$13.3M-$799.0K2026-11-05
Weitzel Financial Services, Inc.
INCREASED277,982267,894+10,088+4%$12.9M$13.0M+$102.4K2026-10-16
MGO One Seven LLC
INCREASED275,021265,085+9,936+4%$12.8M$12.9M+$52.2K2026-10-28
Level Financial Advisors
INCREASED270,772255,969+14,803+6%$12.4M$12.7M+$294.5K2026-10-13
Able Financial Group, LLC
INCREASED270,268237,186+33,082+14%$11.5M$12.7M+$1.2M2026-10-14
CFS Investment Advisory Services, LLC
INCREASED266,823198,349+68,474+35%$9.6M$12.5M+$2.9M2026-10-19
Morton Brown Family Wealth, LLC
INCREASED261,244256,559+4,685+2%$12.4M$12.2M-$180.6K2026-10-23
Tenret Co LLC
NEW257,750—+257,750——$12.1M—2026-11-02
Gould Asset Management LLC
INCREASED257,188236,266+20,922+9%$11.4M$12.1M+$612.0K2026-11-06
Bfsg, LLC
INCREASED252,012247,281+4,731+2%$12.0M$11.8M-$164.0K2026-10-30
Golden Bell Financial Planning LLC
INCREASED251,654251,039+615+0%$12.2M$11.8M-$362.8K2026-11-02
Leading Edge Financial Planning LLC
INCREASED249,499220,323+29,176+13%$10.7M$11.7M+$1.0M2026-10-23
Goldstein Advisors, LLC
INCREASED247,219207,195+40,024+19%$10.0M$11.6M+$1.6M2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED244,414173,938+70,476+41%$8.4M$11.5M+$3.0M2026-10-09
Cooper S Advisors, LLC
INCREASED238,330200,030+38,300+19%$9.7M$11.2M+$1.5M2026-11-03
Aspire Private Capital, LLC
INCREASED238,154226,502+11,652+5%$11.0M$11.2M+$192.8K2026-11-05
American Financial & TAX Strategies Inc
INCREASED235,363233,668+1,695+1%$11.3M$11.0M-$285.1K2026-10-16
Trust Co
INCREASED234,450215,988+18,462+9%$10.5M$11.0M+$528.4K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED231,415229,918+1,497+1%$11.1M$10.8M-$288.5K2026-11-05
Legacy Financial Group, Inc.
INCREASED226,755218,204+8,551+4%$10.6M$10.6M+$60.4K2026-10-21
Values Added Financial LLC
INCREASED224,70062,904+161,796+257%$3.0M$10.5M+$7.5M2026-10-28
Pettinga Financial Advisors LLC
INCREASED224,031117,822+106,209+90%$5.7M$10.5M+$4.8M2026-10-13
AMG National Trust Bank
INCREASED223,590219,868+3,722+2%$10.6M$10.5M-$168.5K2026-11-05
Fairway Wealth LLC
INCREASED222,708204,622+18,086+9%$9.9M$10.4M+$528.5K2026-10-30
Concurrent Investment Advisors, LLC
DECREASED220,975234,408-13,433-6%$11.4M$10.4M-$995.3K2026-10-16
Beacon Financial Group
INCREASED218,669135,978+82,691+61%$6.6M$10.2M+$3.7M2026-10-19
Aletheian Wealth Advisors LLC
INCREASED213,144206,915+6,229+3%$10.0M$10.0M-$30.8K2026-10-08
FC Advisory LLC
DECREASED210,081214,606-4,525-2%$10.4M$9.8M-$546.9K2026-10-05
Sage Rhino Capital LLC
DECREASED206,842209,543-2,701-1%$10.1M$9.7M-$453.5K2026-10-28
Topel & Distasi Wealth Management, LLC
DECREASED204,819205,020-2010%$9.9M$9.6M-$329.3K2026-11-05
First Heartland Consultants, Inc.
INCREASED202,683190,113+12,570+7%$9.2M$9.5M+$292.5K2026-10-08
GuidedMoney, LLC
INCREASED201,569198,170+3,399+2%$9.6M$9.4M-$149.8K2026-10-29
Bdfs Capital LLC
INCREASED200,913192,154+8,759+5%$9.3M$9.4M+$110.8K2026-10-14
Financial Planning Navigators Corp
INCREASED199,979193,302+6,677+3%$9.4M$9.4M+$11.4K2026-10-14
Somnio Financial Group, LLC
INCREASED198,795193,561+5,234+3%$9.4M$9.3M-$56.6K2026-10-26
Parr Mcknight Wealth Management Group, LLC
INCREASED197,038189,646+7,392+4%$9.2M$9.2M+$50.6K2026-10-30
Strategic Blueprint, LLC
INCREASED194,811163,386+31,425+19%$7.9M$9.1M+$1.2M2026-10-22
Arcadia Wealth Management, LLC
DECREASED192,870212,262-19,392-9%$10.3M$9.0M-$1.2M2026-10-22
Fifth Third Bancorp
DECREASED186,624219,376-32,752-15%$10.6M$8.7M-$1.9M2026-11-05
KFG LLC
NEW183,456—+183,456——$8.6M—2026-11-02
Physician Wealth Solutions Inc.
INCREASED182,301172,397+9,904+6%$8.3M$8.5M+$195.3K2026-10-14
Johnson & White Wealth Management, LLC
INCREASED181,093176,355+4,738+3%$8.5M$8.5M-$53.0K2026-11-03
Bear Mountain Capital, Inc.
INCREASED180,825171,450+9,375+5%$8.2M$8.5M+$299.5K2026-11-04
Camden National Bank
INCREASED178,656174,449+4,207+2%$8.4M$8.4M-$75.0K2026-11-02
Level Wealth Management LLC
INCREASED172,786164,549+8,237+5%$8.0M$8.1M+$129.4K2026-10-23
Sensenig Capital Advisors, Inc
INCREASED170,716164,780+5,936+4%$8.0M$8.0M+$21.1K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED169,07795,173+73,904+78%$4.6M$7.9M+$3.3M2026-11-06
Scissortail Wealth Management, LLC
INCREASED165,593160,235+5,358+3%$7.8M$7.8M+$1.2K2026-11-03
Valpey Financial Services, LLC
INCREASED165,370152,118+13,252+9%$7.4M$7.8M+$383.8K2026-10-30
Paladin Partners, LLC
INCREASED162,385152,162+10,223+7%$7.4M$7.6M+$241.8K2026-10-06
Omega Financial Group, LLC
INCREASED161,252155,392+5,860+4%$7.5M$7.6M+$32.2K2026-10-29
Hohimer Wealth Management, LLC
INCREASED159,005150,579+8,426+6%$7.3M$7.5M+$160.0K2026-11-04
One Advisory Partners, LLC
INCREASED158,463123,691+34,772+28%$6.0M$7.4M+$1.4M2026-10-22
Compound Planning, Inc.
INCREASED155,848154,658+1,190+1%$7.5M$7.3M-$185.5K2026-11-05
Brown Wealth Management, LLC
INCREASED155,207148,195+7,012+5%$7.2M$7.3M+$97.4K2026-10-20
Merit Financial Group, LLC
DECREASED152,291590,624-438,333-74%$28.6M$7.1M-$21.5M2026-11-06
Prospect Financial Group LLC
DECREASED147,749151,161-3,412-2%$7.3M$6.9M-$395.8K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED146,903134,018+12,885+10%$6.5M$6.9M+$394.9K2026-10-20
Elevated Capital Advisors, LLC
INCREASED145,924144,433+1,491+1%$7.0M$6.8M-$155.4K2026-11-04
Manuka Financial, LLC
INCREASED145,594139,507+6,087+4%$6.8M$6.8M+$67.9K2026-10-16
Modera Wealth Management, LLC
DECREASED144,853185,128-40,275-22%$9.0M$6.8M-$2.2M2026-10-28
Arkansas Financial Group, Inc.
DECREASED144,494150,290-5,796-4%$7.3M$6.8M-$506.1K2026-10-26
US Bancorp \de\
DECREASED143,558231,639-88,081-38%$11.2M$6.7M-$4.5M2026-11-05
Five Pine Wealth Management
INCREASED142,205123,153+19,052+15%$6.0M$6.7M+$700.8K2026-10-20
Acorn Creek Capital LLC
INCREASED140,921139,009+1,912+1%$6.7M$6.6M-$127.3K2026-11-05
Legacy Financial Independent Advisors LLC
INCREASED138,284130,734+7,550+6%$6.3M$6.5M+$149.9K2026-11-02
Riversedge Advisors, LLC
DECREASED138,139138,239-1000%$6.7M$6.5M-$220.3K2026-10-09
Retirement Wealth Solutions LLC
INCREASED137,083136,230+853+1%$6.6M$6.4M-$172.6K2026-10-07
City State Bank
INCREASED136,997135,179+1,818+1%$6.5M$6.4M-$125.7K2026-10-20
D.A. Davidson & Co.
INCREASED136,775133,359+3,416+3%$6.5M$6.4M-$47.9K2026-10-28
Plancorp, LLC
INCREASED134,49473,845+60,649+82%$3.5M$6.4M+$2.8M2026-11-03
United Financial Planning Group LLC
INCREASED132,324127,387+4,937+4%$6.2M$6.2M+$31.3K2026-11-04
Heritage Family Offices, LLP
INCREASED132,044110,573+21,471+19%$5.4M$6.2M+$833.9K2026-11-02
Brighton Securities Corp.
INCREASED128,503123,300+5,203+4%$6.0M$6.0M+$51.5K2026-10-08
Diversify Wealth Management, LLC
INCREASED124,40641,214+83,192+202%$2.0M$5.9M+$3.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED124,40641,214+83,192+202%$2.0M$5.9M+$3.9M2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED122,600122,536+64+0%$5.9M$5.7M-$188.2K2026-10-08
Midwest Capital Advisors, LLC
INCREASED121,870107,574+14,296+13%$5.2M$5.7M+$502.3K2026-11-04
Baron Financial Group, LLC
INCREASED121,620116,890+4,730+4%$5.7M$5.7M+$39.3K2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED120,000120,00000%$5.8M$5.6M-$187.2K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED119,577114,975+4,602+4%$5.6M$5.6M+$26.0K2026-10-13
Lodestar Private Asset Management LLC
DECREASED118,875191,084-72,209-38%$9.3M$5.6M-$3.7M2026-10-26
Horizons Wealth Management
NEW118,816—+118,816——$5.6M—2026-10-05
Frisco Financial Planning LLC
INCREASED117,361114,178+3,183+3%$5.5M$5.5M-$28.9K2026-10-05
W.H. Cornerstone Investments Inc.
DECREASED116,945123,327-6,382-5%$6.0M$5.5M-$491.5K2026-11-03
Evergreen Private Wealth LLC
INCREASED116,770113,644+3,126+3%$5.5M$5.5M-$30.8K2026-10-30
Auour Investments LLC
DECREASED116,296116,963-667-1%$5.7M$5.5M-$213.7K2026-10-28
PNC Financial Services Group, Inc.
DECREASED115,750139,978-24,228-17%$6.8M$5.4M-$1.4M2026-11-06
TSA Wealth Managment LLC
INCREASED115,56696,936+18,630+19%$4.7M$5.4M+$722.0K2026-10-22
Arta Finance Wealth Management LLC
INCREASED115,394106,552+8,842+8%$5.1M$5.4M+$246.9K2026-10-28
PFG Advisors
INCREASED115,07275,600+39,472+52%$3.7M$5.4M+$1.7M2026-10-16
LMG Wealth Partners, LLC
INCREASED112,673111,162+1,511+1%$5.4M$5.3M-$102.6K2026-11-05
Addison Advisors LLC
DECREASED111,759112,872-1,113-1%$5.5M$5.2M-$228.2K2026-11-06
Fund Evaluation Group, LLC
UNCHANGED111,718111,71800%$5.4M$5.2M-$174.3K2026-11-05
Veery Capital, LLC
INCREASED111,551104,860+6,691+6%$5.1M$5.2M+$150.0K2026-10-07
First Horizon Corp
DECREASED111,290111,549-2590%$5.4M$5.2M-$186.2K2026-10-26
Upper Left Wealth Management, LLC
DECREASED110,108160,232-50,124-31%$7.8M$5.2M-$2.6M2026-10-14
Friedenthal Financial
INCREASED110,08295,678+14,404+15%$4.6M$5.2M+$525.9K2026-10-27
K2 Financial Inc.
INCREASED108,289101,829+6,460+6%$4.9M$5.1M+$176.1K2026-10-26
Archer Investment Management, LLC
INCREASED107,90882,782+25,126+30%$4.0M$5.1M+$1.0M2026-10-13
Csenge Advisory Group
INCREASED107,271103,514+3,757+4%$5.0M$5.0M+$14.6K2026-11-04
Breakwater Investment Management
DECREASED106,210159,751-53,541-34%$7.7M$5.0M-$2.8M2026-10-20
Neumann Capital Management, LLC
NEW100,727—+100,727——$4.7M—2026-10-15
SAX Wealth Advisors, LLC
DECREASED100,250256,513-156,263-61%$12.3M$4.7M-$7.6M2026-10-13
West Wealth Group, LLC
INCREASED100,18577,607+22,578+29%$3.8M$4.7M+$937.1K2026-10-14
Zeit Capital LLC
INCREASED99,98499,807+177+0%$4.8M$4.7M-$147.4K2026-10-19
Vertex Investment Solutions Co., Ltd.
DECREASED99,200102,400-3,200-3%$5.0M$4.6M-$311.8K2026-10-19
Watershed Private Wealth LLC
INCREASED98,38587,628+10,757+12%$4.2M$4.6M+$367.5K2026-10-30
Bedminster, LLC
INCREASED98,08581,353+16,732+21%$3.9M$4.6M+$657.3K2026-11-04
Univest Financial Corp
INCREASED94,80377,977+16,826+22%$3.8M$4.4M+$667.0K2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED94,028109,879-15,851-14%$5.3M$4.4M-$914.4K2026-11-03
Emergent Wealth Advisors, LLC
INCREASED92,98592,926+59+0%$4.5M$4.4M-$139.0K2026-10-09
Sharper & Granite LLC
DECREASED92,94094,095-1,155-1%$4.6M$4.5M-$91.3K2026-11-02
Global Trust Wealth Management LLC
DECREASED92,80393,013-2100%$4.5M$4.3M-$155.0K2026-10-14
McNaughton Wealth Management, LLC
INCREASED92,64385,456+7,187+8%$4.1M$4.3M+$203.6K2026-10-09
Lanark Financial, Inc.
INCREASED92,09688,530+3,566+4%$4.3M$4.3M+$29.0K2026-10-26
Fifth Third Securities, Inc.
INCREASED91,61941,055+50,564+123%$2.0M$4.3M+$2.3M2026-10-21
WealthCare Investment Partners, LLC
INCREASED91,03586,763+4,272+5%$4.2M$4.3M+$64.9K2026-11-05
Allstreet Capital Advisors LLC
DECREASED90,680106,114-15,434-15%$5.1M$4.3M-$888.9K2026-11-04
Skyline Advisors, Inc.
INCREASED90,28185,505+4,776+6%$4.1M$4.2M+$90.5K2026-11-03
NYL Investors LLC
DECREASED89,98490,733-749-1%$4.4M$4.2M-$176.6K2026-11-03
Elmwood Wealth Management, Inc.
INCREASED89,87086,055+3,815+4%$4.2M$4.2M+$44.5K2026-10-14
SBI Securities Co., Ltd.
INCREASED88,87988,691+188+0%$4.3M$4.2M-$129.5K2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED87,10248,266+38,836+80%$2.3M$4.1M+$1.7M2026-11-04
Center For Asset Management LLC
DECREASED86,963169,833-82,870-49%$8.2M$4.1M-$4.1M2026-10-16
HT Partners LLC
INCREASED85,90685,149+757+1%$4.1M$4.0M-$97.4K2026-10-20
StoneX Group Inc.
INCREASED85,85276,057+9,795+13%$3.7M$4.0M+$343.4K2026-11-03
Avant Financial Advisors LLC
INCREASED84,81476,529+8,285+11%$3.7M$4.0M+$268.9K2026-11-02
Buttonwood Financial Group, LLC
INCREASED83,26854,307+28,961+53%$2.6M$3.9M+$1.3M2026-10-16
AlphaStar Capital Management, LLC
INCREASED83,09781,025+2,072+3%$3.9M$3.9M-$29.3K2026-10-16
Claro Advisors Inc.
INCREASED83,02967,687+15,342+23%$3.3M$3.9M+$613.5K2026-11-02
Simon Quick Advisors, LLC
DECREASED81,20290,549-9,347-10%$4.4M$3.8M-$579.4K2026-10-26
Hobart Private Capital, LLC
INCREASED81,05280,586+466+1%$3.9M$3.8M-$103.9K2026-10-19
10Elms LLP
INCREASED81,04477,601+3,443+4%$3.8M$3.8M+$40.3K2026-11-06
Martel Wealth Advisors LLC
DECREASED80,47481,483-1,009-1%$3.9M$3.8M-$174.4K2026-10-14
Summit Global Investments
INCREASED79,72771,280+8,447+12%$3.5M$3.7K-$3.4M2026-10-28
AdvisorNet Financial, Inc
DECREASED77,20290,478-13,276-15%$4.4M$3.6M-$749.5K2026-10-15
Valley Wealth Managers, Inc.
DECREASED76,84180,487-3,646-5%$3.9M$3.6M-$296.4K2026-10-09
Curtis Advisory Group, LLC
INCREASED71,31768,589+2,728+4%$3.3M$3.3M+$20.9K2026-10-28
Elevation Wealth Partners, LLC
INCREASED70,74266,881+3,861+6%$3.2M$3.3M+$76.6K2026-10-07
SWP Financial LLC
INCREASED70,46757,688+12,779+22%$2.8M$3.3M+$509.0K2026-10-23
Wealthcare Capital Management LLC
DECREASED70,146266,204-196,058-74%$12.9M$3.3M-$9.6M2026-10-21
Absolute Capital Management, LLC
INCREASED69,32462,186+7,138+11%$3.0M$3.2M+$237.6K2026-10-16
A4 Wealth Advisors LLC
INCREASED69,22540,750+28,475+70%$2.0M$3.2M+$1.3M2026-10-20
Horst & Graben Wealth Management LLC
INCREASED68,58253,908+14,674+27%$2.6M$3.2M+$612.3K2026-11-02
BLB&B Advisors, LLC
DECREASED68,27269,090-818-1%$3.3M$3.2M-$146.1K2026-10-27
Sigma Planning Corp
DECREASED68,14171,822-3,681-5%$3.5M$3.2M-$281.4K2026-10-23
VCI Wealth Management LLC
DECREASED67,05171,738-4,687-7%$3.5M$3.1M-$331.6K2026-10-29
Legacy Wealth Partners, LLC
INCREASED66,80464,129+2,675+4%$3.1M$3.1M+$25.3K2026-10-15
RFG Advisory, LLC
DECREASED66,72077,986-11,266-14%$3.8M$3.1M-$649.7K2026-11-03
Uptick Partners, LLC
INCREASED66,17348,865+17,308+35%$2.4M$3.1M+$735.0K2026-11-04
Ehrlich Financial Group
INCREASED66,01458,632+7,382+13%$2.8M$3.1M+$254.5K2026-10-20
Sterling Financial Planning, Inc.
INCREASED65,55461,896+3,658+6%$3.0M$3.1M+$74.9K2026-10-28
Wealth Architects, LLC
INCREASED64,82526,905+37,920+141%$1.3M$3.0M+$1.7M2026-11-03
Manske Wealth Management
INCREASED64,37163,762+609+1%$3.1M$3.0M-$71.0K2026-10-26
United Advisor Group, LLC
INCREASED62,89360,393+2,500+4%$2.9M$2.9M+$23.0K2026-11-03
IFP Advisors, Inc
INCREASED62,21451,185+11,029+22%$2.5M$2.9M+$437.1K2026-10-16
CGN Advisors LLC
DECREASED61,718127,011-65,293-51%$6.2M$2.9M-$3.3M2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED61,60346,652+14,951+32%$2.3M$2.9M+$628.0K2026-11-05
Robinswood Financial LLC
DECREASED61,52965,232-3,703-6%$3.2M$2.9M-$265.5K2026-10-20
Trek Financial, LLC
INCREASED61,50441,825+19,679+47%$2.0M$2.9M+$857.1K2026-10-29
Allodium Investment Consultants, LLC
INCREASED61,42450,132+11,292+23%$2.4M$2.9M+$451.1K2026-10-14
Chicago Partners Investment Group LLC
INCREASED61,38959,260+2,129+4%$2.8M$2.9M+$72.1K2026-10-27
Burk Holdings LLC
INCREASED60,48757,487+3,000+5%$2.8M$2.8M+$50.9K2026-11-05
Trinity Wealth Management, LLC
INCREASED60,07258,771+1,301+2%$2.8M$2.8M-$30.7K2026-10-13
Regions Financial Corp
INCREASED60,02643,173+16,853+39%$2.1M$2.8M+$722.6K2026-11-05
Meritas Wealth Management, LLC
INCREASED59,70244,099+15,603+35%$2.1M$2.8M+$662.5K2026-10-14
Womack Financial LLC
INCREASED59,17854,766+4,412+8%$2.7M$2.8M+$121.4K2026-10-14
Genesis Private Wealth, LLC
INCREASED58,83554,517+4,318+8%$2.6M$2.8M+$117.3K2026-11-02
WealthSpring Partners, LLC
DECREASED58,35681,998-23,642-29%$4.0M$2.7M-$1.2M2026-10-14
Cypress Wealth Services, LLC
INCREASED58,30748,764+9,543+20%$2.4M$2.7M+$368.9K2026-10-21
Wetzel Investment Advisors, Inc.
INCREASED58,01756,843+1,174+2%$2.8M$2.7M-$33.7K2026-10-13
Choreo, LLC
DECREASED57,77160,984-3,213-5%$3.0M$2.7M-$245.9K2026-10-28
Sowell Financial Services LLC
INCREASED55,79451,603+4,191+8%$2.5M$2.6M+$115.9K2026-10-23
Deutsche Bank Ag\
DECREASED55,12268,097-12,975-19%$3.3M$2.6M-$714.4K2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED55,11853,961+1,157+2%$2.6M$2.6M-$29.9K2026-10-05
Ridgewood Investments LLC
INCREASED54,57849,132+5,446+11%$2.4M$2.6M+$178.6K2026-10-05
M Holdings Securities, Inc.
INCREASED52,18742,011+10,176+24%$2.0M$2.5K-$2.0M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED51,56349,080+2,483+5%$2.4M$2.4M+$39.8K2026-10-13
Sage Financial Management Group, Inc.
INCREASED50,62241,147+9,475+23%$2.0M$2.4M+$379.9K2026-11-06
FSM Wealth Advisors, LLC
INCREASED50,40628,905+21,501+74%$1.4M$2.4M+$968.2K2026-10-27
Charis Legacy Partners, LLC
DECREASED50,32652,319-1,993-4%$2.5M$2.4M-$175.0K2026-10-22
Graetz Wealth LLC
INCREASED50,16144,233+5,928+13%$2.1M$2.4M+$208.8K2026-10-27
Ryan Investment Management, Inc.
INCREASED49,85746,595+3,262+7%$2.3M$2.3M+$80.2K2026-10-20
Trust Co of Vermont
INCREASED48,89448,681+213+0%$2.4M$2.3M-$66.0K2026-10-21
OpenArc Corporate Advisory, LLC
DECREASED48,88353,466-4,583-9%$2.6M$2.3M-$298.2K2026-10-21
Cutler Investment Counsel LLC
INCREASED47,07540,724+6,351+16%$2.0M$2.2M+$234.1K2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED47,00033,247+13,753+41%$1.6M$2.2M+$592.8K2026-10-26
Outlook Wealth Advisors, LLC
INCREASED46,05341,554+4,499+11%$2.0M$2.2M+$148.4K2026-10-28
Cullen T Bankers, Inc.
INCREASED45,33836,050+9,288+26%$1.7M$2.1M+$379.1K2026-10-28
Tectonic Advisors LLC
INCREASED44,02740,558+3,469+9%$2.0M$2.1M+$99.3K2026-10-22
Spire Wealth Management
INCREASED43,77139,943+3,828+10%$1.9M$2.1M+$117.1K2026-10-30
Advisory Solutions Group, LLC
INCREASED43,77040,807+2,963+7%$2.0M$2.1M+$75.2K2026-10-14
UMB Bank, n.a.
UNCHANGED43,44943,44900%$2.1M$2.0M-$67.8K2026-11-06
Bokf, NA
INCREASED43,34440,131+3,213+8%$1.9M$2.0M+$88.0K2026-10-27
Johnson Financial Group, LLC
DECREASED42,67643,078-402-1%$2.1M$2.0M-$86.1K2026-11-03
Sterling Investment Management, LLC
INCREASED41,88941,212+677+2%$2.0M$2.0M-$32.6K2026-10-16
Moors & Cabot, Inc.
INCREASED41,68931,643+10,046+32%$1.5M$2.0M+$421.5K2026-11-06
Sovran Advisors, LLC
DECREASED41,14957,406-16,257-28%$2.7M$1.9M-$797.9K2026-11-02
Lifestyle Asset Management, Inc.
NEW40,618—+40,618——$1.9M—2026-10-20
Straight Path Wealth Management
INCREASED40,55335,629+4,924+14%$1.7M$1.9M+$175.2K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED40,09337,040+3,053+8%$1.8M$1.9M+$85.3K2026-10-13
Towerpoint Wealth, LLC
INCREASED39,99638,772+1,224+3%$1.9M$1.9M-$3.1K2026-10-13
TCI Wealth Advisors, Inc.
NEW39,143—+39,143——$1.8M—2026-10-30
Integrated Advisors Network LLC
INCREASED39,08924,017+15,072+63%$1.2M$1.8M+$669.0K2026-10-20
Coston, McIsaac & Partners
DECREASED37,92238,056-1340%$1.8M$1.8M-$21.6K2026-11-06
WMG Financial Advisors, LLC
UNCHANGED37,73137,73100%$1.8M$1.8M$02026-10-28
Westside Investment Management, Inc.
DECREASED37,13338,083-950-2%$1.8M$1.7M-$103.9K2026-11-02
FAI Advisors, Inc.
INCREASED37,06936,312+757+2%$1.8M$1.7M-$21.2K2026-10-27
First Hawaiian Bank
DECREASED36,70044,537-7,837-18%$2.2M$1.7M-$436.8K2026-10-14
Independent Financial Group, LLC
INCREASED36,00830,668+5,340+17%$1.5M$1.7M+$202.4K2026-10-13
Diversified Enterprises, LLC
INCREASED35,49625,523+9,973+39%$1.2M$1.7M+$427.6K2026-10-19
North Star Investment Management Corp.
INCREASED34,97833,550+1,428+4%$1.6M$1.6M+$14.6K2026-10-27
Brindle & Bay Financial Advisors, LLC
INCREASED34,75523,919+10,836+45%$1.2M$1.6M+$470.5K2026-10-15
Blueprint Financial Advisors LLC
INCREASED34,69111,684+23,007+197%$565.9K$1.6M+$1.1M2026-10-28
Novem Group
INCREASED33,91032,810+1,100+3%$1.6M$1.6M+$3242026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED33,63933,166+473+1%$1.6M$1.6M-$29.6K2026-10-21
Koshinski Asset Management, Inc.
DECREASED33,04833,706-658-2%$1.6M$1.5M-$83.4K2026-10-29
Stewardship Advisors, LLC
INCREASED32,21130,957+1,254+4%$1.5M$1.5M+$10.5K2026-10-20
Veratis Advisors, Inc.
DECREASED30,91631,899-983-3%$1.5M$1.4M-$95.8K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
DECREASED30,72940,547-9,818-24%$2.0M$1.4M-$523.4K2026-10-22
Falcon Wealth Planning
INCREASED30,66629,573+1,093+4%$1.4M$1.4M+$5.1K2026-11-06
Cordgrass Capital Advisors, LLC
DECREASED30,35131,267-916-3%$1.5M$1.4M-$91.7K2026-10-30
Parallel Advisors, LLC
INCREASED30,29228,651+1,641+6%$1.4M$1.4M+$32.2K2026-11-03
Flagstar Securities, Inc
INCREASED29,97728,120+1,857+7%$1.4M$1.4M+$43.1K2026-10-15
Rossby Financial, LCC
INCREASED29,94525,786+4,159+16%$1.2M$1.4M+$154.7K2026-11-05
Fort Henry Capital, LLC
INCREASED29,90226,730+3,172+12%$1.3M$1.4M+$107.0K2026-10-22
Carter Financial Group, Inc.
INCREASED29,46426,821+2,643+10%$1.3M$1.4M+$82.1K2026-10-21
Ashton Thomas Securities, LLC
DECREASED29,35232,830-3,478-11%$1.6M$1.4M-$215.0K2026-10-26
Venture Visionary Partners LLC
INCREASED29,25725,996+3,261+13%$1.3M$1.4M+$112.3K2026-10-07
Stonekeep Investments, LLC
INCREASED29,13928,072+1,067+4%$1.4K$1.4M+$1.4M2026-10-15
Uptown Financial Advisors LLC
DECREASED29,01129,794-783-3%$1.4M$1.4M-$83.2K2026-10-15
LongView Wealth Management
INCREASED28,94827,641+1,307+5%$1.3M$1.4M+$18.2K2026-10-19
TD Private Client Wealth LLC
INCREASED28,59422,803+5,791+25%$1.1M$1.3M+$235.9K2026-10-28
Stash Investments, LLC
INCREASED28,26410,335+17,929+173%$500.5K$1.3M+$824.2K2026-10-26
Mather Group, Llc.
INCREASED28,16616,887+11,279+67%$817.8K$1.3M+$502.3K2026-10-14
Signal Advisors Wealth, LLC
INCREASED27,71621,621+6,095+28%$1.0M$1.3M+$251.9K2026-10-13
Creekside Partners
INCREASED27,40127,264+137+1%$1.3M$1.3M-$36.1K2026-11-04
Compass Ion Advisors, LLC
INCREASED27,31516,756+10,559+63%$811.5K$1.3M+$468.8K2026-10-23
Summit Investment Advisors, Inc.\KS
DECREASED27,30246,614-19,312-41%$2.3M$1.3M-$977.8K2026-11-05
Blueprint Investment Partners LLC
INCREASED27,06512,006+15,059+125%$581.5K$1.3M+$687.1K2026-10-28
Founders Financial Securities LLC
DECREASED26,94036,681-9,741-27%$1.8M$1.3M-$513.7K2026-10-28
Donalies Financial Planning, LLC
INCREASED26,73525,705+1,030+4%$1.2M$1.3M+$8.1K2026-10-19
Birch Financial Group, LLC
INCREASED26,73126,219+512+2%$1.3M$1.3M-$16.9K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED25,57421,815+3,759+17%$521.5K$1.2K-$520.3K2026-11-04
Silverlake Wealth Management LLC
INCREASED25,24425,239+5+0%$1.2M$1.2M-$39.1K2026-10-21
Global Financial Private Client, LLC
DECREASED25,14833,494-8,346-25%$1.6M$1.2M-$443.4K2026-10-15
B.O.S.S. Retirement Advisors, LLC
INCREASED24,84818,780+6,068+32%$909.5K$1.2M+$255.1K2026-10-26
Canandaigua National Bank & Trust Co
DECREASED24,80535,806-11,001-31%$1.7M$1.2M-$571.5K2026-10-07
PFC Capital Group, Inc.
INCREASED24,43623,832+604+3%$1.2M$1.1M-$8.7K2026-11-06
Joel Isaacson & Co., LLC
INCREASED24,41624,238+178+1%$1.2M$1.1M-$29.5K2026-11-05
Ironwood Wealth Management, Llc.
INCREASED24,02123,292+729+3%$1.1M$1.1M-$2.1K2026-10-28
Vilga Financial Planning LLC
INCREASED23,96322,384+1,579+7%$1.1M$1.1M+$39.1K2026-10-09
JFS Wealth Advisors, LLC
INCREASED23,88315,205+8,678+57%$736.4K$1.1M+$383.0K2026-11-03
Landmark Wealth Management, Inc.
NEW23,645—+23,645——$1.1M—2026-11-04
Sloy Dahl & Holst, LLC
INCREASED23,42523,394+31+0%$1.1M$1.1M-$35.0K2026-10-14
Eagle Rock Investment Company, LLC
INCREASED23,32519,262+4,063+21%$932.9K$1.1M+$160.4K2026-10-21
Equita Financial Network, Inc.
DECREASED23,02323,043-200%$1.1M$1.1M-$36.9K2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED22,93223,840-908-4%$1.2M$1.1M-$79.8K2026-11-03
Fiduciary Alliance LLC
DECREASED22,87023,464-594-3%$1.1M$1.1M-$64.5K2026-10-13
Guidance Capital, Inc
INCREASED22,76121,463+1,298+6%$1.0M$1.1M+$48.4K2026-11-03
Inscription Capital, LLC
DECREASED22,68922,758-690%$1.1M$1.1M-$38.8K2026-11-02
Wedbush Securities Inc
INCREASED22,64620,885+1,761+8%$1.0M$1.1K-$1.0M2026-10-22
Jnba Financial Advisors
DECREASED22,52624,189-1,663-7%$1.2M$1.1M-$115.7K2026-11-03
HUB Investment Partners, LLC
INCREASED22,04512,391+9,654+78%$600.1K$1.0M+$433.1K2026-11-03
Evanson Financial, LLC
INCREASED21,9686,429+15,539+242%$311.4K$1.0M+$718.3K2026-10-23
Davenport & Co LLC
INCREASED21,71416,206+5,508+34%$784.9K$1.0M+$232.9K2026-10-14
Encompass More Asset Management
INCREASED21,43917,308+4,131+24%$838.2K$1.0M+$166.6K2026-10-16
Fisher Asset Management, LLC
INCREASED20,94810,649+10,299+97%$515.7K$981.9K+$466.1K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED20,86719,777+1,090+6%$957.8K$978.0K+$20.2K2026-10-14
CoreCap Advisors, LLC
DECREASED20,86322,473-1,610-7%$1.1M$977.9K-$110.5K2026-10-08
Acorn Wealth Advisors, LLC
INCREASED20,62320,022+601+3%$969.7K$966.6K-$3.1K2026-10-19
L.K. Benson & Company, P.C.
INCREASED20,41418,416+1,998+11%$891.9K$956.8K+$64.9K2026-10-23
Transcendent Capital Group LLC
INCREASED20,31714,675+5,642+38%$710.7K$952.3K+$241.6K2026-10-28
Facet Wealth, Inc.
DECREASED20,30930,896-10,587-34%$1.5M$951.9K-$544.4K2026-11-04
Kings Path Partners LLC
DECREASED20,20522,804-2,599-11%$1.1M$947.0K-$157.4K2026-10-21
Tennessee Valley Asset Management Partners
INCREASED20,0499,130+10,919+120%$442.2K$939.7K+$497.5K2026-11-03
Penobscot Wealth Management
INCREASED19,74718,434+1,313+7%$892.8K$925.5K+$32.8K2026-10-21
Fagan Associates, Inc.
INCREASED19,70016,926+2,774+16%$819.7K$923.3K+$103.6K2026-10-13
Soltis Investment Advisors LLC
INCREASED19,49915,785+3,714+24%$764.5K$913.9K+$149.5K2026-10-28
Washington Trust Advisors, Inc.
INCREASED19,40418,795+609+3%$910.2K$909.5K-$7712026-10-22
Allen Mooney & Barnes Investment Advisors LLC
INCREASED19,26619,265+1+0%$933.0K$903.0K-$30.0K2026-10-08
Defined Wealth Management, LLC
DECREASED18,94919,030-810%$921.6K$888.1K-$33.5K2026-10-19
Sapient Capital LLC
UNCHANGED18,73418,73400%$907.3K$878.1K-$29.2K2026-10-08
TD Waterhouse Canada Inc.
DECREASED18,50286,829-68,327-79%$4.2M$865.7K-$3.3M2026-10-16
Brighton Jones LLC
NEW17,927—+17,927——$840.2K—2026-11-03
Southland Equity Partners LLC
DECREASED17,78218,425-643-3%$892.3K$833.5K-$58.9K2026-10-14
Diversified Trust Co
NEW17,371—+17,371——$814.2K—2026-11-06
Cornerstone Planning Group LLC
DECREASED16,95117,158-207-1%$820.2K$796.4K-$23.8K2026-10-16
Foster Victor Wealth Advisors, LLC
NEW16,869—+16,869——$793.4K—2026-10-21
TMB Capital Partners, LLC
INCREASED16,64716,371+276+2%$792.8K$780.2K-$12.6K2026-10-20
Allworth Financial LP
INCREASED16,52015,792+728+5%$764.8K$800.0K+$35.3K2026-11-06
BAM Wealth Management, LLC
INCREASED16,51415,062+1,452+10%$729.5K$774.0K+$44.6K2026-10-15
Victory Financial Group, LLC
INCREASED16,39414,717+1,677+11%$712.7K$768.4K+$55.7K2026-10-27
Balefire, LLC
INCREASED16,29515,659+636+4%$758.4K$763.7K+$5.4K2026-10-09
Pacifica Partners Inc.
INCREASED16,193676+15,517+2295%$32.6K$757.7K+$725.1K2026-10-09
City Center Advisors, LLC
INCREASED16,00113,960+2,041+15%$676.1K$750.0K+$73.9K2026-10-08
Endowment Wealth Management, Inc.
INCREASED15,79815,408+390+3%$746.2K$740.4K-$5.8K2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED15,54915,764-215-1%$763.4K$728.8K-$34.6K2026-11-05
Rockland Trust Co
INCREASED15,54614,675+871+6%$710.7K$728.6K+$17.9K2026-10-05
Ellis Investment Partners, LLC
NEW15,515—+15,515——$727.2K—2026-10-21
Annex Advisory Services, LLC
NEW15,088—+15,088——$707.2K—2026-10-16
Provident Living Financial Services, Inc.
DECREASED14,87115,529-658-4%$752.1K$704.7K-$47.3K2026-11-03
Verde Capital Management
DECREASED14,85116,587-1,736-10%$803.3K$696.1K-$107.2K2026-10-28
Christensen, King & Associates Investment Services, Inc.
INCREASED14,82510,364+4,461+43%$501.9K$694.8K+$192.9K2026-10-22
International Assets Investment Management, LLC
DECREASED14,77014,801-310%$714.5K$691.1K-$23.4K2026-11-02
Associated Banc-Corp
DECREASED14,65914,805-146-1%$717.0K$687.1K-$29.9K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED14,5285,318+9,210+173%$257.6K$680.9K+$423.4K2026-10-16
Thrive Capital Management, LLC
INCREASED14,34510,484+3,861+37%$507.7K$672.4K+$164.6K2026-10-28
IVC Wealth Advisors LLC
INCREASED14,17112,048+2,123+18%$583.5K$664.2K+$80.7K2026-10-23
Forthright Family Wealth Advisory LLC
INCREASED14,06813,598+470+3%$658.6K$659.3K+$7912026-11-03
Innova Wealth Partners
INCREASED13,9886,920+7,068+102%$335.1K$655.6K+$320.5K2026-10-21
White Lighthouse Investment Management Inc.
INCREASED13,69411,595+2,099+18%$561.5K$641.9K+$80.3K2026-10-21
Zenith Solutions, Inc.
DECREASED13,65314,777-1,124-8%$715.7K$639.9K-$75.7K2026-10-19
Aprio Wealth Management, LLC
INCREASED13,52410,922+2,602+24%$529.0K$633.9K+$104.9K2026-10-28
Keybank National Association
INCREASED13,4648,171+5,293+65%$395.7K$631.1K+$235.3K2026-11-04
Essential Planning, Llc.
INCREASED13,20813,205+3+0%$639.5K$619.1K-$20.5K2026-10-21
LexAurum Advisors, LLC
INCREASED13,1218,628+4,493+52%$417.9K$615.0K+$197.1K2026-10-19
TFB Advisors LLC
INCREASED12,99212,755+237+2%$617.7K$608.9K-$8.8K2026-11-02
J.M. Arbour, LLC
INCREASED12,98512,851+134+1%$622.4K$608.6K-$13.8K2026-11-05
Innovative Wealth Building LLC
INCREASED12,9577,253+5,704+79%$351.2K$607.3K+$256.1K2026-10-14
Richardson Financial Services Inc.
DECREASED12,95713,065-108-1%$632.7K$607.3K-$25.4K2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED12,52610,717+1,809+17%$519.0K$587.1K+$68.1K2026-10-22
Axxcess Wealth Management, LLC
INCREASED12,4225,303+7,119+134%$256.8K$582.2K+$325.4K2026-10-21
Accurate Wealth Management, LLC
INCREASED12,3539,940+2,413+24%$477.9K$580.7K+$102.8K2026-10-20
Chicago Capital, LLC
UNCHANGED12,29512,29500%$595.4K$576.3K-$19.2K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED12,25110,618+1,633+15%$514.2K$574.2K+$60.0K2026-10-26
Global Wealth Management Investment Advisory, Inc.
DECREASED12,20612,402-196-2%$600.6K$572.1K-$28.5K2026-11-04
Shayne & Jacobs, LLC
DECREASED12,06012,910-850-7%$625.2K$565.3K-$60.0K2026-10-21
Williams Jones Wealth Management, Llc.
DECREASED12,00013,790-1,790-13%$667.9K$562.4K-$105.4K2026-11-05
RCS Financial Planning, LLC
DECREASED11,96015,339-3,379-22%$742.9K$560.6K-$182.3K2026-10-14
SilverOak Wealth Management LLC
INCREASED11,8939,450+2,443+26%$457.7K$557.4K+$99.8K2026-10-29
Level Four Advisory Services, LLC
DECREASED11,77237,320-25,548-68%$1.8M$551.8K-$1.3M2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED11,67311,67300%$565.3K$547.1K-$18.2K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED11,65311,563+90+1%$560.0K$546.2K-$13.8K2026-10-21
Hardworking Capital Advisors, LLC
DECREASED11,63514,437-2,802-19%$699.2K$545.3K-$153.9K2026-10-20
Harmony Asset Management LLC
INCREASED11,55510,510+1,045+10%$509.0K$541.6K+$32.6K2026-10-20
Allegiance Financial Group Advisory Services LLC
DECREASED11,24111,373-132-1%$550.8K$526.9K-$23.9K2026-11-02
Clear Creek Financial Management, LLC
DECREASED11,22611,367-141-1%$550.5K$526.2K-$24.3K2026-10-28
Pacific Park Financial, Inc.
INCREASED11,03210,085+947+9%$488.4K$517.1K+$28.7K2026-10-13
Condor Capital Management
DECREASED10,93610,948-120%$530.2K$512.6K-$17.6K2026-11-06
Private Management Group Inc
UNCHANGED10,83010,83000%$524.5K$507.6K-$16.9K2026-11-04
Diesslin Group, Inc.
INCREASED10,81510,737+78+1%$520.0K$506.9K-$13.1K2026-10-14
Myecfo, LLC
DECREASED10,79311,193-400-4%$542.1K$505.9K-$36.2K2026-10-14
Independent Wealth Network Inc.
INCREASED10,6079,950+657+7%$481.9K$497.2K+$15.3K2026-10-19
MMA Asset Management LLC
INCREASED10,5909,465+1,125+12%$458.4K$496.3K+$37.9K2026-11-02
Joel Adams & Associates, Inc.
INCREASED10,5738,537+2,036+24%$413.4K$495.6K+$82.1K2026-11-02
Simplicity Wealth,LLC
INCREASED10,50110,168+333+3%$492.4K$492.2K-$2602026-10-23
Aspen Wealth Management LLC
DECREASED10,49119,669-9,178-47%$952.6K$491.7K-$460.9K2026-10-14
JIM Saulnier & Associates, LLC
INCREASED10,44110,076+365+4%$488.0K$489.4K+$1.4K2026-11-04
Ramiah Investment Group
DECREASED10,39511,126-731-7%$538.8K$487.2K-$51.6K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED10,25211,256-1,004-9%$545.1K$480.5K-$64.6K2026-10-23
Lynx Investment Advisory
INCREASED10,2359,717+518+5%$470.6K$479.7K+$9.1K2026-10-27
Wesbanco Bank Inc
DECREASED10,15910,493-334-3%$508.2K$476.2K-$32.0K2026-11-04
Money Concepts Capital Corp
DECREASED10,10611,439-1,333-12%$554.0K$473.7K-$80.3K2026-11-06
Refined Wealth Management
DECREASED9,98610,388-402-4%$503.1K$468.0K-$35.1K2026-10-13
Private Wealth Management Group, LLC
INCREASED9,9858,449+1,536+18%$409.2K$468.0K+$58.8K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
UNCHANGED9,9859,98500%$483.6K$468.0K-$15.6K2026-10-13
Noesis Capital Mangement Corp
INCREASED9,8979,659+238+2%$467.8K$463.9K-$3.9K2026-10-26
Cogent Private Wealth, Inc.
DECREASED9,79233,123-23,331-70%$1.6M$459.0K-$1.1M2026-11-06
Financial Consulate, Inc
DECREASED9,7369,752-160%$472.3K$456.3K-$16.0K2026-10-23
GC Wealth Management RIA, LLC
DECREASED9,6229,675-53-1%$468.6K$451.0K-$17.6K2026-11-02
Signature Equity Partners, LLC
INCREASED9,5923,547+6,045+170%$171.8K$449.6K+$277.8K2026-10-29
Churchill Financial Advisors, LLC
INCREASED9,5329,086+446+5%$440.0K$446.8K+$6.7K2026-10-20
Dynamic Wealth Strategies, LLC
INCREASED9,5037,451+2,052+28%$360.9K$445.4K+$84.6K2026-10-16
Vista Capital Partners, Inc.
INCREASED9,4977,553+1,944+26%$365.8K$445.1K+$79.3K2026-11-06
Providence First Trust Co
INCREASED9,4645,928+3,536+60%$287.1K$443.6K+$156.5K2026-11-02
Oppenheimer & Co Inc
DECREASED9,45511,946-2,491-21%$578.5K$443.2K-$135.4K2026-10-26
Lido Advisors, LLC
DECREASED9,41015,704-6,294-40%$760.6K$441.1K-$319.5K2026-11-04
Waystone Advisors LLC
UNCHANGED9,4069,40600%$455.5K$455.5K$02026-10-16
Xena Financial Planning, LLC
INCREASED9,3629,267+95+1%$448.8K$438.8K-$10.0K2026-10-13
HBW Advisory Services LLC
INCREASED9,3354,670+4,665+100%$226.1K$437.5K+$211.4K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED9,25010,463-1,213-12%$506.7K$433.6K-$73.2K2026-11-02
Courage Miller Partners, LLC
UNCHANGED9,1299,12900%$442.1K$427.9K-$14.2K2026-10-21
CRA Financial Services, LLC
INCREASED9,0768,572+504+6%$415.1K$425.4K+$10.3K2026-10-16
Mallini Complete Financial Planning LLC
DECREASED9,0259,378-353-4%$454.2K$423.0K-$31.1K2026-10-06
Verdence Capital Advisors LLC
DECREASED9,0089,035-270%$437.6K$422.2K-$15.4K2026-10-26
Waller Financial Planning Group, Inc
DECREASED8,8859,520-635-7%$461.1K$416.4K-$44.6K2026-10-07
Titleist Asset Management, LLC
NEW8,813—+8,813——$413.0K—2026-10-08
Institute for Wealth Management, Llc.
INCREASED8,7638,675+88+1%$420.1K$410.7K-$9.4K2026-11-06
Midwest Financial Partners Investments, Inc.
INCREASED8,6846,446+2,238+35%$312.2K$407.0K+$94.8K2026-10-08
HBK Sorce Advisory LLC
DECREASED8,5738,811-238-3%$422.8K$407.7K-$15.1K2026-11-06
Markowski Investments
INCREASED8,5618,484+77+1%$410.9K$401.2K-$9.7K2026-10-30
Ascentis Independent Advisors
NEW8,476—+8,476——$397.4K—2026-11-03
Lantern Wealth Advisors, LLC
INCREASED8,4688,449+19+0%$409.2K$396.9K-$12.3K2026-10-22
Presilium Private Wealth, LLC
NEW8,455—+8,455——$396.3K—2026-10-26
Beacon Financial Advisory LLC
INCREASED8,4047,757+647+8%$375.7K$393.9K+$18.2K2026-10-16
FSA Wealth Partners, Inc.
NEW8,332—+8,332——$390.5K—2026-10-26
Gibraltar Capital Management, Inc.
DECREASED8,3208,324-40%$403.1K$390.0K-$13.2K2026-10-27
Clearstead Advisors, LLC
INCREASED8,2154,301+3,914+91%$208.3K$385.0K+$176.7K2026-11-06
Integrity Advisory Solutions, LLC
NEW8,157—+8,157——$382.3K—2026-10-29
Coastline Trust Co
DECREASED8,15310,081-1,928-19%$488.2K$382.1K-$106.1K2026-10-01
Bayban
UNCHANGED8,1288,12800%$393.6K$393.6K$02026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED8,0935,957+2,136+36%$288.5K$379.3K+$90.8K2026-10-28
Mechanics Bank Trust Department
DECREASED8,0328,337-305-4%$403.8K$376.5K-$27.3K2026-10-13
TrustWell Financial Advisors, LLC
INCREASED7,9706,891+1,079+16%$333.7K$373.5K+$39.8K2026-10-15
Cap Partners, LLC
INCREASED7,9617,411+550+7%$358.9K$373.1K+$14.3K2026-10-19
Barrett & Company, Inc.
DECREASED7,8657,943-78-1%$384.7K$368.6K-$16.1K2026-10-22
Websterrogers Financial Advisors, LLC
INCREASED7,8466,909+937+14%$334.6K$367.7K+$33.1K2026-11-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED7,8407,84000%$379.7K$367.5K-$12.2K2026-11-04
Maia Wealth LLC
DECREASED7,8089,578-1,770-18%$463.8K$366.0K-$97.9K2026-10-19
Frank, Rimerman Advisors LLC
INCREASED7,7297,728+1+0%$374.3K$362.2K-$12.1K2026-10-16
Silver Grove Financial Group, Inc.
DECREASED7,7257,896-171-2%$382.4K$362.1K-$20.3K2026-11-05
Raleigh Capital Management Inc.
INCREASED7,7247,677+47+1%$371.8K$362.0K-$9.8K2026-10-28
City Holding Co
UNCHANGED7,6007,60000%$368.1K$356.1K-$11.9K2026-10-19
SeaCrest Wealth Management, LLC
UNCHANGED7,5197,51900%$364.1K$352.4K-$11.7K2026-10-21
Oceanside Advisors LLC
DECREASED7,4898,311-822-10%$402.5K$351.0K-$51.5K2026-11-03
Archer Investment Corp
INCREASED7,4576,764+693+10%$327.6K$349.5K+$22.0K2026-11-05
Channel Wealth LLC
INCREASED7,4217,420+1+0%$359.4K$347.8K-$11.5K2026-11-06
LAM Group, Inc.
DECREASED7,3908,510-1,120-13%$412.1K$346.4K-$65.8K2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED7,3537,549-196-3%$365.6K$344.6K-$21.0K2026-10-20
Moneco Advisors, LLC
INCREASED7,2737,062+211+3%$342.0K$340.9K-$1.1K2026-11-05
Oak Harvest Investment Services
INCREASED7,2407,101+139+2%$343.9K$339.4K-$4.5K2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED7,2007,20000%$348.7K$337.5K-$11.2K2026-10-05
Northern Lights Advisors, Inc.
INCREASED7,1624,304+2,858+66%$208.5K$335.7K+$127.2K2026-10-21
Lodestone Wealth Management LLC
DECREASED7,1077,330-223-3%$355.0K$333.1K-$21.9K2026-10-14
Reap Financial Group, LLC
DECREASED7,08811,938-4,850-41%$578.1K$332.2K-$245.9K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED7,0007,00000%$339.0K$328.1K-$10.9K2026-10-22
Verity Asset Management, Inc.
INCREASED6,9806,971+9+0%$337.6K$327.2K-$10.4K2026-10-30
TrueWealth Advisors, LLC
DECREASED6,8457,228-383-5%$350.1K$320.8K-$29.2K2026-10-09
Altiora Financial Group, LLC
NEW6,800—+6,800——$318.7K—2026-11-04
Family Wealth Partners, LLC
DECREASED6,7866,830-44-1%$330.8K$318.1K-$12.7K2026-10-20
Carroll Advisory Group, LLC
INCREASED6,7446,577+167+3%$318.5K$316.1K-$2.4K2026-10-16
Evolution Wealth Management Inc.
INCREASED6,7071,602+5,105+319%$77.6K$314.4K+$236.8K2026-10-28
Salus Financial Advisors, LLC
NEW6,680—+6,680——$313.1K—2026-10-20
Oakwell Private Wealth Management, LLC
DECREASED6,6447,898-1,254-16%$382.5K$311.4K-$71.1K2026-11-06
Patten Group, Inc.
DECREASED6,6367,234-598-8%$350.3K$311.0K-$39.3K2026-10-26
Sound Income Strategies, LLC
DECREASED6,5866,690-104-2%$324.0K$309.1K-$14.9K2026-10-09
Sagespring Wealth Partners, LLC
INCREASED6,5854,207+2,378+57%$203.7K$308.7K+$104.9K2026-10-22
Tucker Asset Management LLC
INCREASED6,5414,679+1,862+40%$226.6K$306.6K+$80.0K2026-10-29
WPG Advisers, LLC
INCREASED6,5316,504+27+0%$315.0K$306.1K-$8.9K2026-10-27
Charles Schwab Trust Co
INCREASED6,5116,510+1+0%$315.3K$305.2K-$10.1K2026-10-15
Cape Investment Advisory, Inc.
INCREASED6,4455,738+707+12%$277.9K$302.0K+$24.1K2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
NEW6,371—+6,371——$298.6K—2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED6,3646,223+141+2%$301.4K$298.3K-$3.1K2026-10-16
Merited Wealth, LLC
DECREASED6,2559,069-2,814-31%$439.2K$293.2K-$146.0K2026-10-13
BluePrint Investing LLC
DECREASED6,2206,493-273-4%$314.5K$291.5K-$22.9K2026-10-14
One Degree Advisors Inc
INCREASED6,1394,718+1,421+30%$227.0K$287.6K+$60.6K2026-11-06
Aspect Partners, LLC
INCREASED6,1246,114+10+0%$296.1K$287.0K-$9.1K2026-10-20
Citizens Financial Group Inc
INCREASED6,0734,871+1,202+25%$235.9K$284.6K+$48.7K2026-10-23
Integrity Alliance, Llc.
INCREASED6,0535,647+406+7%$273.5K$283.7K+$10.2K2026-10-29
New England Private Wealth Advisors LLC
INCREASED5,9585,930+28+0%$283.5K$279.2K-$4.2K2026-10-19
Nations Financial Group Inc,
UNCHANGED5,9425,94200%$287.8K$278.5K-$9.3K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED5,9405,460+480+9%$264.4K$278.3K+$13.9K2026-10-30
Occidental Asset Management, LLC
NEW5,867—+5,867——$275.0K—2026-11-05
Park Edge Advisors, LLC
INCREASED5,8535,820+33+1%$281.9K$274.3K-$7.6K2026-10-28
Advisortrust Partners, LLC
UNCHANGED5,8425,84200%$282.9K$273.8K-$9.1K2026-11-02
Todd Wealth Management, LLC
UNCHANGED5,7945,79400%$280.6K$271.6K-$9.0K2026-10-19
Hardin Capital Partners, LLC
DECREASED5,7445,892-148-3%$285.6K$269.2K-$16.4K2026-10-09
Creative Financial Designs Inc
INCREASED5,676769+4,907+638%$37.2K$266.0K+$228.8K2026-11-04
Centurion Wealth Management LLC
NEW5,657—+5,657——$265.1K—2026-10-13
ProCore Advisors, LLC
NEW5,656—+5,656——$265.1K—2026-10-14
Focus Financial Network, Inc.
DECREASED5,6378,442-2,805-33%$408.8K$264.2K-$144.6K2026-10-14
Cannon Advisors, Inc.
DECREASED5,6246,244-620-10%$299.5K$264.4K-$35.1K2026-10-14
Princeton Global Asset Management LLC
UNCHANGED5,6175,61700%$272.0K$263.3K-$8.8K2026-10-21
Root Financial Partners, LLC
DECREASED5,5347,507-1,973-26%$363.5K$259.4K-$104.2K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED5,4995,884-385-7%$285.0K$257.8K-$27.2K2026-10-16
Financial Guidance Group, Inc.
DECREASED5,3946,306-912-14%$305.4K$252.8K-$52.6K2026-10-21
DecisionPoint Financial, LLC
INCREASED5,3474,685+662+14%$226.1K$250.2K+$24.1K2026-10-27
Buck Wealth Strategies, LLC
DECREASED5,33011,467-6,137-54%$555.4K$249.8K-$305.6K2026-10-28
Rede Wealth, LLC
DECREASED5,3036,458-1,155-18%$312.8K$248.5K-$64.2K2026-10-22
Kelly Financial Services LLC
DECREASED5,3015,332-31-1%$258.2K$248.5K-$9.8K2026-10-20
Pacific Asset Management, LLC
INCREASED5,2995,261+38+1%$254.8K$248.4K-$6.4K2026-10-15
Sterling Investment Counsel, LLC
DECREASED5,2965,678-382-7%$275.0K$248.2K-$26.8K2026-10-19
Brewster Financial Planning LLC
INCREASED5,2204,921+299+6%$238.3K$244.7K+$6.3K2026-10-13
Lederer & Associates Investment Counsel
UNCHANGED5,1655,16500%$250$242-$82026-10-23
Kesler, Norman & Wride, LLC
DECREASED5,1375,172-35-1%$250.5K$240.8K-$9.7K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED5,1114,898+213+4%$237.2K$239.6K+$2.3K2026-11-04
Five Oceans Advisors
DECREASED5,1115,123-120%$248.1K$239.5K-$8.5K2026-10-22
Alpha Omega Wealth Management LLC
DECREASED5,0975,211-114-2%$252.4K$238.9K-$13.5K2026-10-23
Caliber Wealth Management, LLC / KS
DECREASED5,0405,791-751-13%$280.5K$236.2K-$44.3K2026-11-04
Mission Wealth Management, LP
DECREASED5,0049,965-4,961-50%$482.6K$234.5K-$248.1K2026-10-15
RMR Wealth Builders
NEW4,993—+4,993——$234.0K—2026-10-22
Accretive Wealth Partners, LLC
DECREASED4,9327,497-2,565-34%$363.1K$231.1K-$132.0K2026-11-06
Integrity Investment Advisors, LLC
NEW4,927—+4,927——$230.9K—2026-11-03
Tandemgrowth Financial Advisors LLC
INCREASED4,9114,595+316+7%$222.5K$230.2K+$7.7K2026-11-05
Baker Avenue Asset Management, LP
NEW4,842—+4,842——$226.9K—2026-11-06
Hanson & Doremus Investment Management
DECREASED4,8345,505-671-12%$267.0K$227-$266.8K2026-10-16
Valeo Financial Advisors, LLC
INCREASED4,8084,536+272+6%$219.7K$225.4K+$5.7K2026-10-08
Cypress Point Wealth Management, LLC
INCREASED4,7994,764+35+1%$230.7K$224.9K-$5.8K2026-11-03
Stockman Wealth Management, Inc.
INCREASED4,7874,480+307+7%$217.0K$224.4K+$7.4K2026-10-27
Colton Groome Financial Advisors, LLC
DECREASED4,7854,804-190%$232.7K$224.3K-$8.4K2026-10-06
Tenon Financial LLC
NEW4,699—+4,699——$220.2K—2026-10-14
Bauman Advisory Group, LLC
NEW4,650—+4,650——$218.0K—2026-10-29
Carmel Capital Partners, LLC
INCREASED4,6374,517+120+3%$218.7K$217.3K-$1.4K2026-11-03
Verus Capital Partners, LLC
DECREASED4,5815,295-714-13%$256.4K$214.7K-$41.7K2026-11-03
Glenview Trust Co
DECREASED4,5384,811-273-6%$233.0K$212.7K-$20.3K2026-10-28
Fiscal Wisdom Wealth Management, LLC
NEW4,523—+4,523——$212.0K—2026-10-16
KFA Private Wealth Group, LLC
NEW4,494—+4,494——$210.6K—2026-10-07
Latitude Advisors, LLC
NEW4,493—+4,493——$210.6K—2026-10-27
Willow Creek Wealth Management Inc.
NEW4,455—+4,455——$208.8K—2026-10-26
Brucke Financial, Inc.
DECREASED4,4555,406-951-18%$261.8K$208.8K-$53.0K2026-10-23
Gordian Advisors LLC
DECREASED4,4205,814-1,394-24%$281.6K$207.2K-$74.4K2026-10-30
Impact Capital Partners LLC
NEW4,373—+4,373——$205.0K—2026-10-22
Foguth Wealth Management, Llc.
NEW4,370—+4,370——$206.0K—2026-10-19
Islay Capital Management, LLC
DECREASED4,3424,656-314-7%$225.5K$203.5K-$22.0K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED4,3284,32800%$209.6K$202.9K-$6.8K2026-11-02
Econ Financial Services Corp
DECREASED4,30916,843-12,534-74%$815.7K$202.0K-$613.7K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED4,3074,179+128+3%$202.0K$201.9K-$1572026-10-14
HB Wealth Management, LLC
NEW4,279—+4,279——$200.5K—2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED4,2794,347-68-2%$210.5K$200.6K-$10.0K2026-10-16
Stone House Investment Management, LLC
DECREASED3,6824,749-1,067-22%$230.0K$172.6K-$57.4K2026-10-23
Central Trust Co
UNCHANGED3,6673,66700%$177.6K$171.9K-$5.7K2026-11-05
Private Trust Co NA
UNCHANGED3,3113,31100%$160.4K$155.2K-$5.2K2026-10-20
Pioneer Family Office, LLC
UNCHANGED3,1773,17700%$153.9K$148.9K-$5.0K2026-10-30
S.A. Mason LLC
UNCHANGED2,9712,97100%$143.9K$139.3K-$4.6K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED2,8891,462+1,427+98%$70.8K$135.4K+$64.6K2026-10-20
Holos Integrated Wealth LLC
DECREASED2,8813,489-608-17%$167.5K$135.5K-$32.0K2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED2,8792,400+479+20%$116.2K$134.9K+$18.7K2026-10-19
Balance Wealth Partners LLC
NEW2,829—+2,829——$132.6K—2026-10-27
American National Bank & Trust
DECREASED2,7803,068-288-9%$148.6K$130.3K-$18.3K2026-10-07
Wilmington Savings Fund Society, FSB
UNCHANGED2,5852,58500%$125.2K$121.2K-$4.0K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED2,2932,29300%$111.1K$107.5K-$3.6K2026-10-27
Cherry Tree Wealth Management, LLC
DECREASED2,2813,135-854-27%$151.8K$106.9K-$44.9K2026-10-15
Larson Financial Group LLC
INCREASED2,2641,290+974+76%$62.5K$106.1K+$43.7K2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED1,9062,790-884-32%$135.1K$89.3K-$45.8K2026-11-02
Go Invest LLC
INCREASED1,8211,709+112+7%$82.7K$85.3K+$2.6K2026-10-09
Farmers & Merchants Investments Inc
INCREASED1,6681,666+2+0%$80.7K$78.2K-$2.5K2026-10-22
GK Wealth Management LLC
NEW1,642—+1,642——$76.9K—2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED1,5331,540-70%$74.6K$71.9K-$2.7K2026-10-30
Financial Management Professionals, Inc.
UNCHANGED1,4711,47100%$71.2K$68.9K-$2.3K2026-10-23
William Mack & Associates, Inc.
NEW1,448—+1,448——$67.9K—2026-10-27
Compass Financial Management LLC
DECREASED1,39131,637-30,246-96%$1.5M$65.2K-$1.5M2026-10-30
Harbor Investment Advisory, LLC
INCREASED1,335812+523+64%$39.3K$62.6K+$23.2K2026-10-13
Golden State Wealth Management, LLC
DECREASED1,2412,121-880-41%$102.8K$58.2K-$44.6K2026-11-02
Kelleher Financial Advisors
DECREASED1,2002,400-1,200-50%$116.2K$56.2K-$60.0K2026-10-30
UMB Private Wealth Management, LLC
NEW1,135—+1,135——$53.2K—2026-10-19
Chilton Capital Management LLC
UNCHANGED1,1051,10500%$53.5K$51.8K-$1.7K2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED1,0531,056-30%$51.1K$49.4K-$1.8K2026-11-02
Blue Trust, Inc.
DECREASED1,0321,415-383-27%$68.5K$48.4K-$20.2K2026-10-15
Jacobi Capital Management LLC
NEW992—+992——$46.5K—2026-11-05
USA Financial Formulas
NEW974—+974——$45.7K—2026-10-16
Blueline Advisors LLC
DECREASED9371,217-280-23%$58.9K$43.9K-$15.0K2026-10-15
Triumph Capital Management
INCREASED937711+226+32%$34.4K$43.9K+$9.5K2026-10-14
First Premier Bank
NEW928—+928——$43—2026-10-13
Investors Research Corp
UNCHANGED90990900%$44.0K$42.6K-$1.4K2026-10-07
Fortis Group Advisors, LLC
UNCHANGED87887800%$42.5K$41.2K-$1.4K2026-11-06
Asset Dedication, LLC
INCREASED84028+812+2900%$1.4K$39.4K+$38.0K2026-11-03
Rosenberg Matthew Hamilton
NEW817—+817——$38.3K—2026-10-05
Transce3nd, LLC
INCREASED795264+531+201%$12.7K$37.4K+$24.7K2026-10-26
Parkside Financial Bank & Trust
INCREASED753683+70+10%$33.1K$35.3K+$2.2K2026-10-27
Team Financial Group, LLC
NEW710—+710——$33.3K—2026-10-30
Gamma Investing LLC
INCREASED693689+4+1%$33.4K$32.5K-$8872026-10-08
Kozak & Associates, Inc.
UNCHANGED68468400%$33.0K$32.3K-$6772026-10-29
Abound Wealth Management
INCREASED65523+632+2748%$1.1K$30.7K+$29.6K2026-10-26
Nfsg Corp
DECREASED630636-6-1%$30.8K$29.5K-$1.2K2026-10-15
NorthAvenue LLC
INCREASED618516+102+20%$25.0K$29.0K+$4.0K2026-10-29
Center for Financial Planning, Inc.
UNCHANGED61061000%$29.5K$28.6K-$9532026-10-26
Bangor Savings Bank
UNCHANGED58358300%$28.2K$27.3K-$9102026-10-06
LFA - Lugano Financial Advisors SA
DECREASED5433,910-3,367-86%$189.4K$25.5K-$163.9K2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED53653600%$26.0K$25.1K-$8362026-10-15
Key Capital Management, Inc
INCREASED513426+87+20%$20.6K$24.0K+$3.4K2026-11-03
Carolina Wealth Advisors, LLC
NEW453—+453——$21.2K—2026-10-23
Southern Michigan Bank & Trust
UNCHANGED45045000%$21.8K$21.1K-$7022026-10-19
Clark Wealth Partners
UNCHANGED41341300%$20.0K$19.4K-$6442026-10-19
Financial Freedom, LLC
NEW405—+405——$19.0K—2026-11-06
Main Street Group, LTD
UNCHANGED39539500%$19.1K$18.5K-$6162026-10-28
Kroeger Financial Partners
INCREASED382362+20+6%$17.5K$17.9K+$3722026-10-19
Beacon Financial Strategies Corp
NEW372—+372——$17.4K—2026-10-14
Eastern Bank
UNCHANGED36636600%$17.7K$17.2K-$5712026-10-05
Provenance Wealth Advisors, LLC
NEW345—+345——$16.2K—2026-10-30
Rakuten Securities, Inc.
DECREASED342350-8-2%$17.0K$16.0K-$9212026-11-02
Independence Bank of Kentucky
UNCHANGED31631600%$15.3K$14.8K-$4932026-10-26
Schuylkill Financial LLC
DECREASED24961,625-61,376-100%$3.0M$11.7K-$3.0M2026-10-21
Kingdom Financial Group Llc.
DECREASED247313-66-21%$15.2K$11.6K-$3.6K2026-11-04
Signaturefd, LLC
INCREASED243238+5+2%$11.5K$11.4K-$1542026-10-23
Foresight Capital Management Advisors, Inc.
NEW210—+210——$9.8K—2026-10-27
Horizon Financial Services, LLC
INCREASED20994+115+122%$4.6K$9.8K+$5.2K2026-11-04
Gilpin Wealth Management, LLC
NEW187—+187——$8.8K—2026-10-09
Inspire Investing, LLC
UNCHANGED18618600%$9.0K$8.7K-$2902026-10-22
Eukles Asset Management
UNCHANGED18618600%$9.0K$8.7K-$2902026-11-04
Towne Trust Company, N.a
NEW184—+184——$8.6K—2026-10-28
Advocate Investing Services LLC
UNCHANGED17617600%$8.5K$8.2K-$2752026-10-26
Caldwell Trust Co
UNCHANGED15015000%$7.3K$7.0K-$2342026-10-30
American Capital Advisory, LLC
UNCHANGED13813800%$6.7K$6.5K-$2152026-10-28
Oakworth Capital, Inc.
DECREASED136508-372-73%$24.5K$6.4K-$18.1K2026-10-26
First Bancorp, Inc
NEW123—+123——$5.8K—2026-10-26
Salomon & Ludwin, LLC
UNCHANGED989800%$4.7K$4.6K-$1372026-10-29
Nova Financial LLC
NEW88—+88——$4.1K—2026-11-04
Affinity Wealth LLC
NEW79—+79——$3.7K—2026-11-03
Sunrise Financial Services, LLC
UNCHANGED747400%$3.6K$3.5K-$1162026-10-21
Winthrop Capital Management, LLC
UNCHANGED676700%$3$3.1K+$3.1K2026-11-05
High Point Wealth Management, LLC
NEW60—+60——$2.8K—2026-11-05
Clayton Financial Group LLC
NEW53—+53——$2.5K—2026-10-13
Activest Wealth Management
DECREASED53285-232-81%$13.8K$2.5K-$11.3K2026-10-15
Moisand Fitzgerald Tamayo, LLC
NEW43—+43——$2.0K—2026-10-15
Arlington Trust Co LLC
DECREASED381,104-1,066-97%$53.5K$1.8K-$51.7K2026-10-20
Rydar Equities, Inc.
NEW37—+37——$1.7K—2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED343400%$1.6K$1.6K-$532026-10-27
Hara Capital LLC
UNCHANGED303000%$1.5K$1.4K-$472026-10-30
Signature Resources Capital Management, LLC
UNCHANGED303000%$1.5K$1.4K-$472026-10-16
Russell Investments Group, Ltd.
DECREASED2742-15-36%$2.0K$1.3K-$7692026-11-06
Concord Wealth Partners
DECREASED243,016-2,992-99%$146.1K$1.1K-$144.9K2026-11-02
Livelsberger Financial Advisory
NEW23—+23——$1.1K—2026-10-28
McCarley & Cook Financial Planners
UNCHANGED202000%$969$937-$322026-10-21
Quaker Wealth Management, LLC
UNCHANGED202000%$969$938-$312026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED151500%$726$703-$232026-10-22
Wealth Enhancement Trust Services, Inc.
UNCHANGED9900%$436$422-$142026-10-07
Halbert Hargrove Global Advisors, LLC
UNCHANGED7700%$340$329-$112026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED654-48-89%$2.6K$282-$2.3K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED5500%$243$235-$82026-10-15
Bell Investment Advisors, Inc
UNCHANGED3300%$146$141-$52026-10-29
Cedar Mountain Advisors, LLC
NEW2—+2——$94—2026-10-15
Downshift Financial, LLC
UNCHANGED2200%$97$94-$32026-10-13
Mosley Wealth Management
DECREASED111-10-91%$534$48-$4862026-10-16
Christian Investment Advisors, Inc.
CLOSED0352,185-352,185-100%$17.1M$0-$17.1M2026-11-03
Lincoln Capital Corp
CLOSED0171,277-171,277-100%$8.3M$0-$8.3M2026-10-13
Sagace Wealth Management LLC
CLOSED0111,660-111,660-100%$5.4M$0-$5.4M2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED0110,573-110,573-100%$5.4M$0-$5.4M2026-10-27
Exchange Traded Concepts, LLC
CLOSED099,294-99,294-100%$4.8M$0-$4.8M2026-10-28
Ocean Park Asset Management, LLC
CLOSED099,294-99,294-100%$4.8M$0-$4.8M2026-10-21
Collaborative Fund Advisors, LLC
CLOSED086,441-86,441-100%$4.2M$0-$4.2M2026-11-02
Hidden Cove Wealth Management, LLC
CLOSED085,151-85,151-100%$4.1M$0-$4.1M2026-10-19
Quartz Partners, LLC
CLOSED078,992-78,992-100%$3.8M$0-$3.8M2026-11-03
Scarborough Advisors, LLC
CLOSED036,259-36,259-100%$1.7M$0-$1.7M2026-10-16
Trellis Wealth Advisors LLC
CLOSED025,882-25,882-100%$1.3M$0-$1.3M2026-10-19
Point Nemo Capital, LLC
CLOSED017,792-17,792-100%$861.7K$0-$861.7K2026-11-03
Unique Wealth, LLC
CLOSED017,550-17,550-100%$849.9K$0-$849.9K2026-10-16
World Equity Group, Inc.
CLOSED013,640-13,640-100%$660.6K$0-$660.6K2026-10-14
Arwa LLC
CLOSED013,553-13,553-100%$650.0K$0-$650.0K2026-10-21
Fiduciary Financial Group, LLC
CLOSED013,384-13,384-100%$648.2K$0-$648.2K2026-10-13
Heartwood Wealth Advisors LLC
CLOSED013,178-13,178-100%$638.2K$0-$638.2K2026-10-05
James Investment Research, Inc.
CLOSED08,768-8,768-100%$424.6K$0-$424.6K2026-10-22
MTM Investment Management, LLC
CLOSED07,707-7,707-100%$373.3K$0-$373.3K2026-10-30
Hennion & Walsh Asset Management, Inc.
CLOSED07,392-7,392-100%$358.0K$0-$358.0K2026-10-13
Arbor Capital Management Inc
CLOSED07,235-7,235-100%$346.5K$0-$346.5K2026-10-21
Family CFO Inc
CLOSED07,213-7,213-100%$349.3K$0-$349.3K2026-10-30
Columbia Advisory Partners LLC
CLOSED06,025-6,025-100%$291.8K$0-$291.8K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED05,925-5,925-100%$287.0K$0-$287.0K2026-10-26
Synergy Asset Management, LLC
CLOSED05,339-5,339-100%$258.6K$0-$258.6K2026-11-05
McAdam, LLC
CLOSED05,338-5,338-100%$258.5K$0-$258.5K2026-10-21
Carolina Wealth Management Inc
CLOSED05,337-5,337-100%$258.5K$0-$258.5K2026-10-29
Apollon Wealth Management, LLC
CLOSED05,256-5,256-100%$254.5K$0-$254.5K2026-10-23
TrustBank
CLOSED05,255-5,255-100%$254.5K$0-$254.5K2026-10-20
Paragon Advisors, LLC
CLOSED05,218-5,218-100%$252.7K$0-$252.7K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED05,161-5,161-100%$249.9K$0-$249.9K2026-10-19
LVW Advisors, LLC
CLOSED05,137-5,137-100%$248.8K$0-$248.8K2026-10-19
Allen Capital Group, LLC
CLOSED05,075-5,075-100%$245.8K$0-$245.8K2026-10-27
Darden Wealth Group Inc
CLOSED04,880-4,880-100%$236.3K$0-$236.3K2026-11-06
Armstrong Advisory Group, Inc
CLOSED04,708-4,708-100%$228.0K$0-$228.0K2026-10-09
Stokes Capital Advisors, LLC
CLOSED04,495-4,495-100%$217.7K$0-$217.7K2026-10-09
Summit Wealth Group LLC / Co
CLOSED04,346-4,346-100%$210.5K$0-$210.5K2026-10-29
Capital Investment Advisors, LLC
CLOSED04,212-4,212-100%$204.0K$0-$204.0K2026-10-22
Clientfirst Wealth Management, LLC
CLOSED04,201-4,201-100%$203.5K$0-$203.5K2026-11-04
Midwest Trust Co
CLOSED04,170-4,170-100%$202.0K$0-$202.0K2026-10-22
Albion Financial Group
CLOSED03,404-3,404-100%$164.9K$0-$164.9K2026-10-21
NBT Bank, N.A.
CLOSED01,516-1,516-100%$73.4K$0-$73.4K2026-10-21
Atlatl Advisers LLC
CLOSED01,503-1,503-100%$72.8K$0-$72.8K2026-10-22
Community Bank, N.A.
CLOSED01,362-1,362-100%$66.0K$0-$66.0K2026-11-06
Salem Investment Counselors Inc
CLOSED0823-823-100%$39.9K$0-$39.9K2026-10-13
Gill Capital Partners, LLC
CLOSED0432-432-100%$20.9K$0-$20.9K2026-10-13
CGC Financial Services, LLC
CLOSED0263-263-100%$12.7K$0-$12.7K2026-10-13
Covestor Ltd
CLOSED0261-261-100%$13$0-$132026-10-30
Maseco LLP
CLOSED0252-252-100%$12.2K$0-$12.2K2026-10-27
Wells Financial Advisors Inc
CLOSED0230-230-100%$11.1K$0-$11.1K2026-11-02
Ares Financial Consulting, LLC
CLOSED0229-229-100%$11.1K$0-$11.1K2026-10-19
Pacific Center for Financial Services
CLOSED0217-217-100%$10.5K$0-$10.5K2026-10-15
Key FInancial Inc
CLOSED0177-177-100%$8.6K$0-$8.6K2026-11-02
MCF Advisors LLC
CLOSED0148-148-100%$7.2K$0-$7.2K2026-10-28
LifeSteps Financial, Inc.
CLOSED0116-116-100%$5.6K$0-$5.6K2026-10-15
Beacon Investment Advisory Services, Inc.
CLOSED077-77-100%$3.7K$0-$3.7K2026-10-13
Solstein Capital, LLC
CLOSED075-75-100%$3.6K$0-$3.6K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED060-60-100%$2.9K$0-$2.9K2026-10-14
JPMorgan Chase & Co
N/A—310,184,158-310,184,158-100%$15.1B———
Bank of America Corp
N/A—128,817,197-128,817,197-100%$6.2B———
Envestnet Asset Management Inc
N/A—61,515,090-61,515,090-100%$3.0B———
Vanguard Advisers Inc
N/A—58,846,335-58,846,335-100%$2.8B———
Mercer Global Advisors Inc
N/A—39,340,451-39,340,451-100%$1.9B———
Vanguard Global Advisers, LLC
N/A—21,942,307-21,942,307-100%$1.1B———
Betterment LLC
N/A—20,301,516-20,301,516-100%$983.2M———
Vanguard Capital Management LLC
N/A—19,103,376-19,103,376-100%$925.2M———
SEI Investments Co
N/A—13,123,557-13,123,557-100%$635.6M———
Royal Bank of Canada
N/A—10,357,596-10,357,596-100%$501.6M———
Empower Advisory Group, LLC
N/A—9,884,431-9,884,431-100%$478.7M———
Cetera Investment Advisers
N/A—5,925,087-5,925,087-100%$287.0M———
Susquehanna International Group, LLP
N/A—5,720,864-5,720,864-100%$277.1M———
Morgan Stanley
N/A—5,072,090-5,072,090-100%$245.6M———
Lincoln National Corp
N/A—4,815,071-4,815,071-100%$233.2M———
&partners
N/A—4,325,800-4,325,800-100%$209.6M———
Envestnet Portfolio Solutions, Inc.
N/A—4,156,520-4,156,520-100%$201.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,573,990-3,573,990-100%$173.1M———
Alliancebernstein L.P.
N/A—3,471,877-3,471,877-100%$166.8M———
Voya Investment Management LLC
N/A—3,317,595-3,317,595-100%$160.7M———
Ally Invest Advisors Inc.
N/A—2,662,224-2,662,224-100%$128.9M———
Beacon Pointe Advisors, LLC
N/A—2,503,755-2,503,755-100%$121.3M———
Ameriprise Financial Inc
N/A—2,434,416-2,434,416-100%$117.7M———
Hantz Financial Services, Inc.
N/A—2,335,059-2,335,059-100%$113.1M———
Raymond James Financial Inc
N/A—2,194,319-2,194,319-100%$106.3M———
MML Investors Services, LLC
N/A—2,052,383-2,052,383-100%$99.4M———
Janney Montgomery Scott LLC
N/A—2,034,345-2,034,345-100%$98.5M———
Franklin Resources Inc
N/A—1,963,500-1,963,500-100%$95.1M———
Osaic Holdings, Inc.
N/A—1,789,179-1,789,179-100%$86.7M———
Cerity Partners LLC
N/A—1,710,245-1,710,245-100%$82.8M———
Wells Fargo & Company
N/A—1,555,652-1,555,652-100%$75.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,346,913-1,346,913-100%$65.2M———
Pure Financial Advisors, LLC
N/A—1,338,153-1,338,153-100%$64.8M———
Jane Street Group, LLC
N/A—1,282,841-1,282,841-100%$62.1M———
Atomic Invest LLC
N/A—1,265,567-1,265,567-100%$61.4M———
CreativeOne Wealth, LLC
N/A—1,184,598-1,184,598-100%$57.4M———
Capstone Financial Advisors, Inc.
N/A—1,124,674-1,124,674-100%$54.5M———
Nuveen, LLC
N/A—1,117,222-1,117,222-100%$54.1M———
Orion Porfolio Solutions, LLC
N/A—1,074,729-1,074,729-100%$52.0M———
Jones Financial Companies Lllp
N/A—1,068,395-1,068,395-100%$51.8M———
Alaska Permanent Capital Management, LLC
N/A—1,030,814-1,030,814-100%$49.9M———
Northwestern Mutual Wealth Management Co
N/A—993,069-993,069-100%$48.1M———
NewEdge Advisors, LLC
N/A—840,831-840,831-100%$40.7M———
Stifel Financial Corp
N/A—833,549-833,549-100%$40.4M———
Horizon Investments, LLC
N/A—831,460-831,460-100%$40.1M———
UBS Group AG
N/A—802,768-802,768-100%$38.9M———
1832 Asset Management L.P.
N/A—796,320-796,320-100%$38.6M———
Morningstar Investment Management LLC
N/A—793,418-793,418-100%$38.1M———
Alaska Wealth Advisors, LLC
N/A—640,132-640,132-100%$31.0M———
Harbour Investments, Inc.
N/A—603,409-603,409-100%$29.2M———
Sanctuary Advisors, LLC
N/A—566,084-566,084-100%$27.4M———
Goldman Sachs Group Inc
N/A—529,866-529,866-100%$25.7M———
Advocacy Wealth Management, LLC
N/A—491,698-491,698-100%$23.8M———
GeoWealth Management, LLC
N/A—470,493-470,493-100%$22.8M———
FIL Ltd
N/A—467,137-467,137-100%$22.6M———
Financial Advisors Network, Inc.
N/A—467,071-467,071-100%$22.6M———
Chandler Asset Management, Inc.
N/A—432,285-432,285-100%$20.9M———
Seeds Investor LLC
N/A—417,926-417,926-100%$20.2M———
Coldstream Capital Management Inc
N/A—405,420-405,420-100%$19.6M———
Lifeworks Advisors, LLC
N/A—404,393-404,393-100%$19.6M———
Bank of Montreal
N/A—398,711-398,711-100%$19.3M———
Mariner, LLC
N/A—397,935-397,935-100%$19.3M———
Northern Trust Corp
N/A—393,959-393,959-100%$19.1M———
EP Wealth Advisors, LLC
N/A—364,167-364,167-100%$17.6M———
Summit Wealth Group, LLC
N/A—360,811-360,811-100%$17.5M———
Wealthspire Retirement, LLC
N/A—350,775-350,775-100%$17.0M———
Charles Schwab Investment Management Inc
N/A—348,330-348,330-100%$16.9M———
Arax Advisory Partners
N/A—344,914-344,914-100%$16.7M———
HighTower Advisors, LLC
N/A—323,121-323,121-100%$15.6M———
Vawter Financial, Ltd.
N/A—289,801-289,801-100%$14.0M———
DiPaolo Financial Group, Inc.
N/A—278,303-278,303-100%$13.5M———
World Investment Advisors
N/A—273,227-273,227-100%$13.2M———
Sovereign Financial Group, Inc.
N/A—272,485-272,485-100%$13.2M———
NI Acquisitions Company, LLC
N/A—266,258-266,258-100%$12.9M———
Mutual Advisors, LLC
N/A—265,137-265,137-100%$12.8M———
Strategic Investment Advisors / MI
N/A—258,107-258,107-100%$12.5M———
UBS Asset Management Americas LLC
N/A—255,624-255,624-100%$12.4M———
Renaissance Technologies LLC
N/A—252,649-252,649-100%$12.2M———
BNP Paribas Financial Markets
N/A—250,496-250,496-100%$12.1M———
Nwam LLC
N/A—247,762-247,762-100%$12.0M———
Van Eck Associates Corp
N/A—226,076-226,076-100%$10.9M———
Principal Securities, Inc.
N/A—223,933-223,933-100%$10.8M———
Topsail Wealth Management, LLC
N/A—223,484-223,484-100%$10.8M———
Columbia River Financial Group, LLC
N/A—210,543-210,543-100%$10.2M———
Tribridge Partners Financial LLC
N/A—206,747-206,747-100%$9.9M———
Range Advisory, LLC
N/A—199,962-199,962-100%$9.7M———
Stephens Inc
N/A—196,582-196,582-100%$9.5M———
Transamerica Financial Advisors, LLC
N/A—194,357-194,357-100%$9.4M———
Capital Investment Management, Inc.
N/A—188,731-188,731-100%$9.1M———
Forum Private Client Group LLC
N/A—188,617-188,617-100%$9.1M———
Rockefeller Capital Management L.P.
N/A—184,336-184,336-100%$8.9M———
Gould Capital, LLC
N/A—184,198-184,198-100%$8.9M———
NorthRock Partners, LLC
N/A—171,559-171,559-100%$8.3M———
OneDigital Investment Advisors LLC
N/A—165,564-165,564-100%$8.0M———
Resolute Capital, LLC
N/A—162,954-162,954-100%$7.9M———
Smartleaf Asset Management LLC
N/A—161,077-161,077-100%$7.8M———
Silver Coast Investments LLC
N/A—151,090-151,090-100%$7.3M———
Plum Street Advisors, LLC
N/A—147,429-147,429-100%$7.1M———
Stokes Family Office, LLC
N/A—140,148-140,148-100%$6.8M———
TRB Wealth Management, LLC
N/A—137,851-137,851-100%$6.7M———
Natixis Advisors, LLC
N/A—136,225-136,225-100%$6.6M———
FPC Investment Advisory, Inc.
N/A—135,332-135,332-100%$6.5M———
Chesapeake Wealth Management
N/A—133,371-133,371-100%$6.5M———
Fairlight Advisors
N/A—130,685-130,685-100%$6.3M———
Capital Analysts, LLC
N/A—130,548-130,548-100%$6.3M———
Seneschal Advisors, LLC
N/A—128,662-128,662-100%$6.2M———
Baird Financial Group, Inc.
N/A—124,599-124,599-100%$6.0M———
HSBC Holdings PLC
N/A—122,924-122,924-100%$6.0M———
Gateway Wealth Partners, LLC
N/A—122,454-122,454-100%$5.9M———
Fort Vancouver Investment Management, LLC
N/A—121,748-121,748-100%$5.9M———
AE Wealth Management LLC
N/A—121,268-121,268-100%$5.9M———
Cary Street Partners Financial LLC
N/A—120,855-120,855-100%$4.8M———
Vanguard National Trust Co
N/A—119,568-119,568-100%$5.8M———
Savvy Advisors, Inc.
N/A—119,444-119,444-100%$5.8M———
Hopwood Nicholas Hunter
N/A—115,463-115,463-100%$5.6M———
Kintra Wealth, LLC
N/A—104,899-104,899-100%$5.0M———
Wealthfront Advisers LLC
N/A—102,760-102,760-100%$5.0M———
Bcgm Wealth Management, LLC
N/A—102,741-102,741-100%$5.0M———
Tandem Financial, LLC
N/A—101,802-101,802-100%$4.9M———
HM Payson & Co
N/A—98,705-98,705-100%$4.8M———
Ancora Advisors LLCA
N/A—97,843-97,843-100%$4.7M———
Tiaa Trust, National Association
N/A—97,065-97,065-100%$4.7M———
Gotham Asset Management, LLC
N/A—94,788-94,788-100%$4.6M———
Beacon Harbor Wealth Advisors, Inc.
N/A—92,480-92,480-100%$4.4M———
EQ Wealth Advisors, LLC
N/A—92,087-92,087-100%$4.5M———
Geneos Wealth Management Inc.
N/A—86,863-86,863-100%$4.2M———
Ruedi Wealth Management, Inc.
N/A—86,326-86,326-100%$4.2M———
Hexagon Capital Partners LLC
N/A—84,170-84,170-100%$4.1M———
Financial Engines Advisors L.L.C.
N/A—83,264-83,264-100%$4.0M———
Wealth Alliance, LLC
N/A—83,128-83,128-100%$4.0M———
Edgestream Partners, L.P.
N/A—82,773-82,773-100%$4.0M———
Crabel Capital Management, LLC
N/A—80,875-80,875-100%$3.9M———
Jupiter Topco LLC
N/A—80,175-80,175-100%$3.9M———
Scotia Capital Inc.
N/A—78,657-78,657-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—74,703-74,703-100%$3.6M———
Note Advisors, LLC
N/A—72,898-72,898-100%$3.5M———
RiverGlades Family Offices LLC
N/A—72,200-72,200-100%$3.5M———
National Bank of Canada
N/A—71,682-71,682-100%$3.5M———
Strategic Financial Planning, Inc.
N/A—69,531-69,531-100%$3.4M———
Private Advisor Group, LLC
N/A—69,238-69,238-100%$3.4M———
Old Mission Capital LLC
N/A—65,914-65,914-100%$3.2M———
Interactive Financial Advisors, Inc.
N/A—65,195-65,195-100%$3.2M———
Independent Advisor Alliance
N/A—63,328-63,328-100%$3.1M———
Equitable Holdings, Inc.
N/A—63,090-63,090-100%$3.1M———
Cambria Investment Management, L.P.
N/A—61,315-61,315-100%$3.0M———
Petix & Botte Co
N/A—61,179-61,179-100%$3.0M———
Benjamin Edwards Inc
N/A—60,847-60,847-100%$2.9M———
Sequoia Financial Advisors, LLC
N/A—60,323-60,323-100%$2.9M———
LaSalle St. Investment Advisors, LLC
N/A—59,642-59,642-100%$2.9M———
Global Retirement Partners, LLC
N/A—58,946-58,946-100%$2.9M———
ATLas Financial Planning LLC
N/A—57,922-57,922-100%$2.8M———
Bank of Hawaii
N/A—57,522-57,522-100%$2.8M———
Balanced Rock Investment Advisors LLC
N/A—55,534-55,534-100%$2.7M———
Focus Partners Wealth
N/A—54,584-54,584-100%$2.6M———
Summit Financial, LLC
N/A—54,330-54,330-100%$2.6M———
FSB Premier Wealth Management, Inc.
N/A—53,513-53,513-100%$2.6M———
Great Valley Advisor Group, Inc.
N/A—52,383-52,383-100%$2.5M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—50,959-50,959-100%$2.5M———
AQR Capital Management LLC
N/A—49,693-49,693-100%$2.4M———
Red Wave Investments LLC
N/A—49,323-49,323-100%$2.4M———
University of Illinois Foundation
N/A—48,750-48,750-100%$2.4M———
Advisory Services Network, LLC
N/A—48,715-48,715-100%$2.4M———
MAI Capital Management
N/A—47,307-47,307-100%$2.3M———
Comprehensive Money Management Services LLC
N/A—46,719-46,719-100%$2.3M———
OneAscent Financial Services LLC
N/A—46,359-46,359-100%$2.2M———
Arkadios Wealth Advisors
N/A—45,916-45,916-100%$2.2M———
LifePlan Investment Advisors, Inc.
N/A—45,913-45,913-100%$2.2M———
Waverly Advisors, LLC
N/A—44,029-44,029-100%$2.1M———
Tyche Wealth Partners LLC
N/A—43,296-43,296-100%$2.1M———
Cresset Asset Management, LLC
N/A—42,254-42,254-100%$2.0M———
Napier Financial, LLC
N/A—41,848-41,848-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—41,614-41,614-100%$2.0M———
Syon Capital LLC
N/A—40,200-40,200-100%$1.9M———
Proffitt & Goodson Inc
N/A—40,000-40,000-100%$1.9M———
Wealthspire Advisors, LLC
N/A—38,816-38,816-100%$1.9M———
EQ LLC
N/A—38,791-38,791-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—37,041-37,041-100%$1.8M———
BFC Planning, Inc.
N/A—36,236-36,236-100%$1.8M———
Bragg Financial Advisors, Inc
N/A—36,176-36,176-100%$1.8M———
Kovack Advisors, Inc.
N/A—35,229-35,229-100%$1.7M———
Dunhill Financial, LLC
N/A—34,380-34,380-100%$1.7M———
5T Wealth, LLC
N/A—33,815-33,815-100%$1.6M———
FMR LLC
N/A—33,729-33,729-100%$1.6M———
Tranquilli Financial Advisor LLC
N/A—33,565-33,565-100%$1.6M———
CIBC Bancorp USA Inc.
N/A—33,451-33,451-100%$1.6M———
Cassady Wealth & Retirement Planning, LLC
N/A—33,216-33,216-100%$1.6M———
GTS Securities LLC
N/A—33,166-33,166-100%$1.6M———
JMG Financial Group, Ltd.
N/A—32,984-32,984-100%$1.6M———
JT Stratford LLC
N/A—32,861-32,861-100%$1.6M———
Invst, LLC
N/A—30,609-30,609-100%$1.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—30,434-30,434-100%$1.5M———
Sanchez Levi Garrett
N/A—29,999-29,999-100%$1.5M———
Prostatis Group LLC
N/A—29,027-29,027-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—28,426-28,426-100%$1.4M———
Bank of Marin
N/A—27,424-27,424-100%$1.3M———
EWA, LLC
N/A—27,244-27,244-100%$1.3M———
Resolute Wealth Advisor, Inc.
N/A—25,834-25,834-100%$1.2M———
VestGen Investment Management
N/A—25,793-25,793-100%$1.2M———
SageView Advisory Group, LLC
N/A—25,598-25,598-100%$1.2M———
New Insight Wealth Advisors
N/A—25,530-25,530-100%$1.2M———
Aptus Capital Advisors, LLC
N/A—25,407-25,407-100%$1.2M———
Xcelsior Advisor Partners LLC
N/A—25,279-25,279-100%$1.2M———
GWN Securities Inc.
N/A—25,177-25,177-100%$1.2M———
PFG Investments, LLC
N/A—24,471-24,471-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—24,438-24,438-100%$1.2M———
Payne Capital LLC
N/A—23,256-23,256-100%$1.1M———
JMN Financial LLC
N/A—22,860-22,860-100%$1.1M———
Westfuller Advisors, LLC
N/A—22,744-22,744-100%$1.1M———
McCartney Wealth Management LLC
N/A—22,573-22,573-100%$1.1M———
Qube Research & Technologies Ltd
N/A—22,192-22,192-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—21,906-21,906-100%$1.1M———
Towle & Co
N/A—21,697-21,697-100%$1.1M———
Toronto Dominion Bank
N/A—21,354-21,354-100%$1.0M———
Focus Partners Advisor Solutions, LLC
N/A—21,196-21,196-100%$1.0M———
Arrowroot Family Office, LLC
N/A—20,894-20,894-100%$1.0M———
Colonial Trust Co / SC
N/A—20,771-20,771-100%$1.0M———
Granite Bay Wealth Management, LLC
N/A—20,342-20,342-100%$985.0K———
Bakala Capital LLC
N/A—20,139-20,139-100%$975.3K———
Brown Advisory Inc
N/A—19,864-19,864-100%$962.0K———
Blair William & Co
N/A—19,191-19,191-100%$929.4K———
Pacific Financial Group Inc
N/A—19,083-19,083-100%$924.2K———
Arete Wealth Advisors, LLC
N/A—18,432-18,432-100%$892.7K———
IHT Wealth Management, LLC
N/A—18,199-18,199-100%$881.4K———
Main Street Financial Solutions, LLC
N/A—18,176-18,176-100%$880.2K———
Trustmark Bank Trust Department
N/A—18,136-18,136-100%$878.3K———
Maripau Wealth Management LLC
N/A—18,109-18,109-100%$877.0K———
Ballast Advisors LLC
N/A—17,940-17,940-100%$868.8K———
Captrust Financial Advisors
N/A—17,819-17,819-100%$863.0K———
Freestone Capital Holdings, LLC
N/A—17,588-17,588-100%$851.8K———
Advyzon Investment Management, LLC
N/A—16,960-16,960-100%$821.4K———
Oakmont Advisory Group, LLC
N/A—16,759-16,759-100%$811.7K———
Cahill Financial Advisors Inc
N/A—16,602-16,602-100%$804.0K———
United Capital Financial Advisors, LLC
N/A—16,553-16,553-100%$800.8K———
Prudent Investors Network, Inc.
N/A—16,103-16,103-100%$779.9K———
Continuum Advisory, LLC
N/A—16,053-16,053-100%$777.5K———
One Capital Management, LLC
N/A—15,839-15,839-100%$761.1K———
Atlanta Consulting Group Advisors, LLC
N/A—15,735-15,735-100%$762.0K———
Pinnacle Financial Partners, Inc.
N/A—15,662-15,662-100%$758.5K———
Greenwich Wealth Management LLC
N/A—15,388-15,388-100%$745.0K———
TrueWealth Financial Partners
N/A—15,280-15,280-100%$740.0K———
Regal Investment Advisors LLC
N/A—15,129-15,129-100%$732.7K———
Sequent Planning LLC
N/A—15,105-15,105-100%$731.5K———
Advisors Asset Management, Inc.
N/A—14,935-14,935-100%$723.3K———
Compass Capital Corp
N/A—14,826-14,826-100%$709.6K———
Mayflower Financial Advisors, LLC
N/A—14,761-14,761-100%$714.9K———
Banco BTG Pactual S.A.
N/A—14,360-14,360-100%$695.5K———
Manufacturers Life Insurance Company, the
N/A—14,338-14,338-100%$694.4K———
ST Germain D J Co Inc
N/A—14,173-14,173-100%$686.4K———
Applied Capital LLC
N/A—14,024-14,024-100%$679.2K———
Investments & Financial Planning, LLC
N/A—13,955-13,955-100%$675.9K———
Ellevest, Inc.
N/A—13,638-13,638-100%$15.9K———
IFG Advisory, LLC
N/A—13,560-13,560-100%$656.7K———
Zhang Financial LLC
N/A—13,529-13,529-100%$655.2K———
Avise Financial Cooperative, Inc.
N/A—13,451-13,451-100%$651.4K———
Laird Norton Wetherby Trust Company, LLC
N/A—13,444-13,444-100%$651.1K———
Curio Wealth, LLC
N/A—13,003-13,003-100%$629.7K———
FSA Advisors, Inc.
N/A—12,794-12,794-100%$619.2K———
Dorsey & Whitney Trust Co LLC
N/A—12,631-12,631-100%$611.7K———
Kingsview Wealth Management, LLC
N/A—12,579-12,579-100%$609.2K———
Redwood Investment Management, LLC
N/A—12,577-12,577-100%$609.0K———
17 Capital Partners, LLC
N/A—12,536-12,536-100%$607.1K———
Belpointe Asset Management LLC
N/A—12,404-12,404-100%$600.7K———
Fortis Capital Advisors, LLC
N/A—12,404-12,404-100%$600.7K———
Rehmann Capital Advisory Group
N/A—12,345-12,345-100%$597.8K———
Centaurus Financial, Inc.
N/A—12,317-12,317-100%$597.0K———
Verity Wealth Advisors
N/A—12,147-12,147-100%$588.3K———
Liberty Wealth Management LLC
N/A—12,131-12,131-100%$582.9K———
WealthCollab, LLC
N/A—12,070-12,070-100%$584.6K———
Mendel Capital Management LLC
N/A—11,983-11,983-100%$580.3K———
Bleakley Financial Group, LLC
N/A—11,651-11,651-100%$564.2K———
Palisades Hudson Asset Management, L.P.
N/A—11,450-11,450-100%$555.0K———
Johnson Investment Counsel Inc
N/A—11,283-11,283-100%$546.4K———
Trivium Point Advisory, LLC
N/A—11,187-11,187-100%$541.8K———
Everest Private Wealth
N/A—10,882-10,882-100%$527.0K———
Simmons Bank
N/A—10,641-10,641-100%$515.3K———
Spinnaker Trust
N/A—10,233-10,233-100%$495.6K———
Petra Financial Advisors Inc
N/A—9,990-9,990-100%$483.8K———
Ground Swell Capital, LLC
N/A—9,931-9,931-100%$481.0K———
Potomac Fund Management Inc
N/A—9,877-9,877-100%$478.3K———
Eaton-Cambridge Inc.
N/A—9,741-9,741-100%$471.8K———
Composition Wealth, LLC
N/A—9,493-9,493-100%$459.7K———
Gladstone Institutional Advisory LLC
N/A—9,384-9,384-100%$454.5K———
Venturi Wealth Management, LLC
N/A—9,286-9,286-100%$449.7K———
Axis Wealth Partners, LLC
N/A—9,273-9,273-100%$449.1K———
Capital Asset Managemnet, LLC
N/A—9,041-9,041-100%$437.9K———
Ausdal Financial Partners, Inc.
N/A—8,910-8,910-100%$431.5K———
Neuberger Berman Group LLC
N/A—8,908-8,908-100%$431.4K———
Silver OAK Securities, Incorporated
N/A—8,902-8,902-100%$431.1K———
Koss-Olinger Consulting, LLC
N/A—8,748-8,748-100%$423.7K———
Mission Creek Capital Partners, Inc.
N/A—8,697-8,697-100%$421.2K———
Continental Investors Services, Inc.
N/A—8,564-8,564-100%$411.0K———
Vantage Point Financial LLC
N/A—8,400-8,400-100%$406.8K———
Twin City Private Wealth, LLC
N/A—8,029-8,029-100%$388.8K———
Pathstone Holdings, LLC
N/A—7,813-7,813-100%$378.4K———
Texas Yale Capital Corp.
N/A—7,775-7,775-100%$376.5K———
Forefront Wealth Partners, LLC
N/A—7,715-7,715-100%$373.6K———
N.E.W. Advisory Services LLC
N/A—7,658-7,658-100%$370.9K———
Snowden Capital Advisors LLC
N/A—7,650-7,650-100%$370.5K———
Mason Investment Advisory Services, Inc.
N/A—7,608-7,608-100%$368.4K———
Capital Group Private Client Services, Inc.
N/A—7,529-7,529-100%$364.7K———
Modern Wealth Management, LLC
N/A—7,419-7,419-100%$359.3K———
Glenmede Trust Co NA
N/A—7,346-7,346-100%$355.8K———
Hilltop Partners LLC
N/A—7,344-7,344-100%$355.7K———
Manning & Napier Advisors LLC
N/A—7,222-7,222-100%$350.4K———
Pack Private Wealth, LLC
N/A—7,217-7,217-100%$349.5K———
MainStreet Investment Advisors LLC
N/A—7,200-7,200-100%$348.7K———
Essex Financial Services, Inc.
N/A—7,197-7,197-100%$348.6K———
Proactive Wealth Strategies LLC
N/A—7,165-7,165-100%$347.0K———
Huntington National Bank
N/A—7,141-7,141-100%$345.8K———
American Investment Services, Inc.
N/A—7,132-7,132-100%$345.4K———
Prelude Capital Management, LLC
N/A—7,040-7,040-100%$340.9K———
Berger Financial Group, Inc
N/A—6,980-6,980-100%$338.0K———
Stratos Wealth Advisors, LLC
N/A—6,940-6,940-100%$336.1K———
Keystone Financial Group
N/A—6,756-6,756-100%$327.2K———
Cadia Private Client LLC
N/A—6,668-6,668-100%$322.9K———
Quantinno Capital Management LP
N/A—6,613-6,613-100%$320.3K———
American Financial Advisors, LLC
N/A—6,596-6,596-100%$319.5K———
Summit Trail Advisors, LLC
N/A—6,537-6,537-100%$316.6K———
Parsonex Advisory Services, Inc.
N/A—6,309-6,309-100%$305.8K———
Magnolia Private Wealth, LLC
N/A—6,209-6,209-100%$300.7K———
NorthStar Asset Management LLC
N/A—6,073-6,073-100%$294.1K———
Ascension Capital Advisors, Inc.
N/A—5,999-5,999-100%$290.5K———
Strait & Sound Wealth Management LLC
N/A—5,988-5,988-100%$290.0K———
Canal Capital Management, LLC
N/A—5,959-5,959-100%$288.6K———
Zevin Asset Management LLC
N/A—5,875-5,875-100%$284.5K———
Drucker Wealth 3.0, LLC
N/A—5,875-5,875-100%$284.5K———
Torrey-Payne Wealth Management, LLC
N/A—5,870-5,870-100%$284.3K———
RWA Wealth Partners, LLC
N/A—5,821-5,821-100%$281.9K———
Summit Wealth Partners, LLC
N/A—5,815-5,815-100%$281.6K———
Leavell Investment Management, Inc.
N/A—5,719-5,719-100%$277.0K———
Nicolet Bankshares Inc
N/A—5,667-5,667-100%$273.3K———
Godfrey Financial Associates, Inc.
N/A—5,500-5,500-100%$266.4K———
Cannell & Spears LLC
N/A—5,494-5,494-100%$266.1K———
Meadowbrook Advisors Group, LLC
N/A—5,240-5,240-100%$253.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,154-5,154-100%$249.6K———
Cardiff Park Advisors, LLC
N/A—5,102-5,102-100%$247.1K———
Commerce Bank
N/A—5,058-5,058-100%$245.0K———
BOK Financial Private Wealth, Inc.
N/A—4,945-4,945-100%$239.5K———
Calton & Associates, Inc.
N/A—4,936-4,936-100%$239.1K———
Rock Point Advisors, LLC
N/A—4,850-4,850-100%$234.9K———
CVA Family Office, LLC
N/A—4,806-4,806-100%$232.8K———
Frisch Financial Group, Inc.
N/A—4,786-4,786-100%$231.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,777-4,777-100%$231.3K———
Kilter Group LLC
N/A—4,768-4,768-100%$230.9K———
Evernest Financial Advisors, LLC
N/A—4,766-4,766-100%$230.8K———
Hamrick Investment Counsel, llc
N/A—4,700-4,700-100%$227.6K———
Peak Retirement Planning, Inc.
N/A—4,622-4,622-100%$223.8K———
Smithfield Trust Co
N/A—4,595-4,595-100%$223.0K———
Pine Valley Investments Ltd Liability Co
N/A—4,565-4,565-100%$221.1K———
Morris Financial Concepts, Inc.
N/A—4,561-4,561-100%$220.9K———
Donaldson Capital Management, LLC
N/A—4,528-4,528-100%$219.3K———
Alteri Wealth LLC
N/A—4,477-4,477-100%$216.8K———
Second Line Capital, LLC
N/A—4,410-4,410-100%$213.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,320-4,320-100%$209.0K———
Freedom Investment Management, Inc.
N/A—4,257-4,257-100%$206.2K———
Founders Financial Alliance, LLC
N/A—4,253-4,253-100%$206.0K———
Raffa Wealth Management, LLC
N/A—4,225-4,225-100%$204.6K———
Headinvest, LLC
N/A—4,220-4,220-100%$204.4K———
Twin Focus Capital Partners, LLC
N/A—4,217-4,217-100%$204.2K———
Two Sigma Securities, LLC
N/A—4,213-4,213-100%$204.0K———
Alta Wealth Advisors LLC
N/A—4,200-4,200-100%$203.4K———
Richard W. Paul & Associates, LLC
N/A—4,162-4,162-100%$201.6K———
Synergy Investment Management, LLC
N/A—3,452-3,452-100%$165.1K———
Fiduciary Financial Advisors
N/A—3,010-3,010-100%$145.7K———
IMA Advisory Services, Inc.
N/A—2,977-2,977-100%$144.2K———
Strategic Investment Solutions, Inc.
N/A—2,921-2,921-100%$141.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,847-2,847-100%$137.9K———
Capital Advisor Network LLC
N/A—2,846-2,846-100%$137.8K———
C M Bidwell & Associates LTD
N/A—2,832-2,832-100%$137.2K———
Tradewinds, Llc.
N/A—2,684-2,684-100%$321.4K———
Aventura Private Wealth, LLC
N/A—2,487-2,487-100%$120.4K———
Wellington-Altus USA Inc.
N/A—2,174-2,174-100%$104.5K———
Rialto Wealth Management, LLC
N/A—2,102-2,102-100%$101.8K———
Webster Bank, N. A.
N/A—1,908-1,908-100%$92.4K———
Delos Wealth Advisors, LLC
N/A—1,837-1,837-100%$89.0K———
Brown Brothers Harriman & Co
N/A—1,716-1,716-100%$83.1K———
SOA Wealth Advisors, Llc.
N/A—1,563-1,563-100%$75.7K———
Strategic Wealth Partners, Ltd.
N/A—1,402-1,402-100%$67.9K———
Whittier Trust Co
N/A—1,304-1,304-100%$62.9K———
Teachers Insurance & Annuity Association of America
N/A—1,206-1,206-100%$58.4K———
Ameriflex Group, Inc.
N/A—1,181-1,181-100%$57.2K———
Copia Wealth Management
N/A—1,152-1,152-100%$55.8K———
Quarry LP
N/A—1,140-1,140-100%$55.2K———
Darwin Wealth Management, LLC
N/A—1,096-1,096-100%$53.1K———
Mcguire Capital Advisors Inc
N/A—1,022-1,022-100%$49.5K———
Protective Life Corp
N/A—950-950-100%$46.0K———
BlackRock, Inc.
N/A—898-898-100%$43.5K———
ESL Trust Services, LLC
N/A—863-863-100%$41.8K———
Operose Advisors LLC
N/A—841-841-100%$40.7K———
Crews Bank & Trust
N/A—825-825-100%$40.0K———
Frazier Financial Advisors, LLC
N/A—754-754-100%$36.5K———
Fourth Dimension Wealth, LLC
N/A—664-664-100%$32.2K———
HFM Investment Advisors, LLC
N/A—632-632-100%$30.6K———
SHP Wealth Management
N/A—511-511-100%$24.8K———
Rothschild Investment LLC
N/A—501-501-100%$24.3K———
Top Private Wealth Llc.
N/A—430-430-100%$20.8K———
Tiaa Wealth Investment Management LLC
N/A—419-419-100%$20.3K———
Boreal Capital Management LLC
N/A—400-400-100%$19.4K———
Ankerstar Wealth, LLC
N/A—400-400-100%$19.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—384-384-100%$18.6K———
Bernard Wealth Management Corp.
N/A—380-380-100%$18.4K———
Caitlin John, LLC
N/A—332-332-100%$16.1K———
EFG International AG
N/A—323-323-100%$15.6K———
Bogart Wealth, LLC
N/A—317-317-100%$15.4K———
Harborfront Financial Group LLC
N/A—315-315-100%$15.3K———
Strive Financial Group,LLC
N/A—271-271-100%$13.1K———
Medallion Wealth Advisors, LLC
N/A—267-267-100%$13.0K———
Ameritas Investment Partners, Inc.
N/A—256-256-100%$12.4K———
Atlas Capital Advisors Inc.
N/A—220-220-100%$10.7K———
Toews Corp
N/A—220-220-100%$10.6K———
Financial Gravity Companies, Inc.
N/A—206-206-100%$10.0K———
Millstone Evans Group, LLC
N/A—193-193-100%$9.3K———
Hollencrest Capital Management
N/A—168-168-100%$8.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—161-161-100%$7.8K———
Front Row Advisors LLC
N/A—152-152-100%$7.3K———
Beaird Harris Wealth Management, LLC
N/A—148-148-100%$7.2K———
Cordant, Inc.
N/A—146-146-100%$7.1K———
Quent Capital, LLC
N/A—127-127-100%$6.2K———
Wiser Advisor Group LLC
N/A—113-113-100%$5.5K———
Mpwm Advisory Solutions, LLC
N/A—111-111-100%$5.4K———
Sittner & Nelson, LLC
N/A—106-106-100%$5.1K———
New England Asset Management Inc
N/A—100-100-100%$4.8K———
Keating Financial Advisory Services, Inc.
N/A—86-86-100%$4.2K———
Prestige Wealth Management Group LLC
N/A—82-82-100%$4.0K———
Glen Eagle Advisors, LLC
N/A—78-78-100%$3.8K———
Timmons Wealth Management, LLC
N/A—77-77-100%$3.7K———
Talon Private Wealth, LLC
N/A—70-70-100%$3.4K———
USA Financial Formulas
N/A—56-56-100%$2.7K———
Timbuktu Capital Management, LLC
N/A—55-55-100%$2.7K———
Elequin Capital, LP
N/A—43-43-100%$2.1K———
Imprint Wealth LLC
N/A—32-32-100%$1.6K———
Bessemer Group Inc
N/A—27-27-100%$1———
JPL Wealth Management, LLC
N/A—24-24-100%$1.2K———
Meramec Financial Planners, LLC
N/A—23-23-100%$1.1K———
Crewe Advisors LLC
N/A—17-17-100%$824———
Premier Financial Group
N/A—17-17-100%$815———
Colonial Trust Advisors
N/A—14-14-100%$678———
Motco
N/A—11-11-100%$533———
PlanVest Financial, Inc
N/A—9-9-100%$436———
Longview Financial Advisors LLC
N/A—4-4-100%$194———
Steigerwald, Gordon & Koch Inc.
N/A—2-2-100%$97———
Luminist Capital LLC
N/A—00—$9.3K———
Heritage Wealth Advisors
N/A—00—$5———
Delta Asset Management LLC
N/A—00—$1———
Showing 1189 of 1189 institutions