IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard TOT World STK ETF (VT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Rakuten Investment Management, Inc.
DECREASED
Shares15,234,197 from 15,258,597
Change-24,400 (0%)
Value$2.4B (+$36.1M)
Filed 2026-10-30
Mass General Brigham, Inc
NEW
Shares1,898,645
Change+1,898,645
Value$300.5M
Filed 2026-11-03
Angeles Wealth Management, LLC
INCREASED
Shares1,573,786 from 1,515,162
Change+58,624 (+4%)
Value$248.4M (+$10.6M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares1,334,055 from 1,263,760
Change+70,295 (+6%)
Value$210.6M (+$12.2M)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares835,068 from 793,845
Change+41,223 (+5%)
Value$131.8M (+$7.2M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares789,139 from 946,099
Change-156,960 (-17%)
Value$124.6M (-$23.9M)
Filed 2026-11-05
Alta Advisers Ltd
INCREASED
Shares641,922 from 561,916
Change+80,006 (+14%)
Value$77.0M (-$11.2M)
Filed 2026-11-02
Barings LLC
DECREASED
Shares600,872 from 732,779
Change-131,907 (-18%)
Value$94.8M (-$20.2M)
Filed 2026-10-22
Sageworth Trust Co
INCREASED
Shares577,108 from 568,189
Change+8,919 (+2%)
Value$91.1M (+$1.9M)
Filed 2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares485,586 from 465,202
Change+20,384 (+4%)
Value$76.6M (+$3.6M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares461,289 from 448,786
Change+12,503 (+3%)
Value$72.8M (+$2.4M)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares454,558 from 463,586
Change-9,028 (-2%)
Value$71.8M (-$1.0M)
Filed 2026-11-02
Bernzott Capital Advisors
INCREASED
Shares439,532 from 320,364
Change+119,168 (+37%)
Value$69.4M (+$19.1M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares431,765 from 416,213
Change+15,552 (+4%)
Value$68.2M (+$2.8M)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
DECREASED
Shares425,429 from 439,739
Change-14,310 (-3%)
Value$67.2M (-$1.9M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares398,998 from 385,176
Change+13,822 (+4%)
Value$63.0M (+$2.5M)
Filed 2026-10-30
Clearstead Advisors, LLC
INCREASED
Shares394,577 from 266,632
Change+127,945 (+48%)
Value$62.3M (+$20.4M)
Filed 2026-11-06
Yarbrough Capital, LLC
UNCHANGED
Shares390,377 from 390,377
Change0 (0%)
Value$61.6M (+$351.3K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares388,063 from 395,865
Change-7,802 (-2%)
Value$61.3M (-$875.3K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares372,530 from 273,233
Change+99,297 (+36%)
Value$58.8M (+$15.9M)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares348,060 from 340,759
Change+7,301 (+2%)
Value$54.9M (+$1.5M)
Filed 2026-11-03
Systelligence, LLC
INCREASED
Shares341,572 from 114,772
Change+226,800 (+198%)
Value$14.1M (-$3.9M)
Filed 2026-11-05
Prentice Wealth Management LLC
INCREASED
Shares283,007 from 282,712
Change+295 (+0%)
Value$44.7M (+$301.0K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares273,228
Change+273,228
Value$42.9M
Filed 2026-10-29
Simon Quick Advisors, LLC
INCREASED
Shares253,107 from 229,914
Change+23,193 (+10%)
Value$40.0M (+$3.9M)
Filed 2026-10-26
WJ Interests, LLC
INCREASED
Shares246,565 from 241,990
Change+4,575 (+2%)
Value$38.9M (+$940.0K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
INCREASED
Shares244,551 from 234,194
Change+10,357 (+4%)
Value$38.8M (+$2.1M)
Filed 2026-10-27
Amitell Capital Pte Ltd
DECREASED
Shares237,230 from 237,233
Change-3 (0%)
Value$37.4M (+$213.0K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares232,343 from 230,327
Change+2,016 (+1%)
Value$36.7M (+$525.6K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares226,611 from 212,393
Change+14,218 (+7%)
Value$35.8M (+$2.4M)
Filed 2026-11-06
Topor & Co. Korea
DECREASED
Shares220,715 from 222,075
Change-1,360 (-1%)
Value$34.8M (-$14.8K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares219,282 from 225,134
Change-5,852 (-3%)
Value$34.6M (-$721.1K)
Filed 2026-11-03
Lockheed Martin Investment Management Co
UNCHANGED
Shares217,500 from 217,500
Change0 (0%)
Value$34.3M (+$195.8K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares205,722 from 209,158
Change-3,436 (-2%)
Value$32.5M (-$355.1K)
Filed 2026-11-05
GoalFusion Wealth Management, LLC
INCREASED
Shares204,268 from 201,849
Change+2,419 (+1%)
Value$32.2M (+$563.5K)
Filed 2026-10-06
Fifth Third Bancorp
INCREASED
Shares195,122 from 185,138
Change+9,984 (+5%)
Value$30.8M (+$1.7M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares188,497 from 181,367
Change+7,130 (+4%)
Value$29.8M (+$1.3M)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares185,897 from 179,208
Change+6,689 (+4%)
Value$29.3M (+$1.2M)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares183,661 from 206,498
Change-22,837 (-11%)
Value$29.0M (-$3.4M)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares174,864 from 5,194
Change+169,670 (+3267%)
Value$27.6M (+$26.8M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares170,402 from 215,253
Change-44,851 (-21%)
Value$26.9K (-$33.8M)
Filed 2026-11-02
Wealth Architects, LLC
INCREASED
Shares170,223 from 169,856
Change+367 (+0%)
Value$26.9M (+$210.9K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares163,944 from 80,088
Change+83,856 (+105%)
Value$25.9M (+$13.3M)
Filed 2026-10-23
Intelligent Financial Strategies
INCREASED
Shares159,717 from 155,814
Change+3,903 (+3%)
Value$25.2M (+$756.4K)
Filed 2026-10-16
PartnerRe Asset Management Corp
NEW
Shares156,045
Change+156,045
Value$24.6M
Filed 2026-10-07
Sterling Capital Management LLC
DECREASED
Shares154,985 from 167,395
Change-12,410 (-7%)
Value$24.5M (-$1.8M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares154,491 from 142,949
Change+11,542 (+8%)
Value$24.4M (+$2.0M)
Filed 2026-11-04
St. Louis Trust Co
INCREASED
Shares152,707 from 140,921
Change+11,786 (+8%)
Value$24.1M (+$14.3M)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares152,016 from 134,235
Change+17,781 (+13%)
Value$24.0M (+$2.9M)
Filed 2026-10-19
Coyle Financial Counsel LLC
INCREASED
Shares148,063 from 147,778
Change+285 (+0%)
Value$23.4M (+$178.1K)
Filed 2026-10-28
Weil Company, Inc.
DECREASED
Shares145,147 from 146,597
Change-1,450 (-1%)
Value$22.9M (-$96.9K)
Filed 2026-10-14
Angeles Investment Advisors, LLC
INCREASED
Shares141,320 from 105,055
Change+36,265 (+35%)
Value$22.3M (+$5.8M)
Filed 2026-10-22
Evanson Financial, LLC
INCREASED
Shares137,848 from 137,643
Change+205 (+0%)
Value$21.8M (+$156.1K)
Filed 2026-10-23
Hoge Financial Services, LLC
INCREASED
Shares128,732 from 126,119
Change+2,613 (+2%)
Value$20.3M (+$511.8K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares128,631 from 69,515
Change+59,116 (+85%)
Value$20.3M (+$9.4M)
Filed 2026-10-29
Disciplina Capital Management LLC
INCREASED
Shares127,524 from 99,687
Change+27,837 (+28%)
Value$20.1M (+$4.5M)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares117,169 from 116,064
Change+1,105 (+1%)
Value$18.5M (+$289.9K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares110,666 from 86,658
Change+24,008 (+28%)
Value$17.6M (+$3.9M)
Filed 2026-10-13
Three Bridge Wealth Advisors, LLC
INCREASED
Shares107,300 from 107,297
Change+3 (0%)
Value$16.9M (+$96.9K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares106,770 from 69,490
Change+37,280 (+54%)
Value$16.9M (+$6.0M)
Filed 2026-10-09
Dorval Corp
INCREASED
Shares106,356 from 105,575
Change+781 (+1%)
Value$16.8M (+$218.3K)
Filed 2026-10-29
Foster Group, Inc.
INCREASED
Shares104,933 from 104,036
Change+897 (+1%)
Value$16.6M (+$235.2K)
Filed 2026-10-13
Choreo, LLC
INCREASED
Shares102,798 from 99,636
Change+3,162 (+3%)
Value$16.2M (+$588.8K)
Filed 2026-10-28
Vontobel Holding Ltd.
UNCHANGED
Shares102,744 from 102,744
Change0 (0%)
Value$16.2M (+$92.5K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
INCREASED
Shares102,117 from 99,194
Change+2,923 (+3%)
Value$16.1M (+$550.8K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares101,767 from 103,437
Change-1,670 (-2%)
Value$16.1M (-$170.5K)
Filed 2026-10-16
Pictet North America Advisors SA
DECREASED
Shares95,704 from 206,524
Change-110,820 (-54%)
Value$15.1M (-$17.3M)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED
Shares89,322 from 89,697
Change-375 (0%)
Value$14.1M (+$21.4K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares89,130 from 68,744
Change+20,386 (+30%)
Value$14.1M (+$3.3M)
Filed 2026-10-16
Sarasin & Partners LLP
INCREASED
Shares88,469 from 88,310
Change+159 (+0%)
Value$14.0M (+$104.6K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares88,277 from 88,358
Change-81 (0%)
Value$13.9M (+$66.6K)
Filed 2026-10-23
NYL Investors LLC
INCREASED
Shares85,037 from 84,150
Change+887 (+1%)
Value$13.4M (+$215.7K)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares79,470 from 79,947
Change-477 (-1%)
Value$12.5M (-$3.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares77,849 from 51,517
Change+26,332 (+51%)
Value$12.3M (+$4.2M)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares76,771 from 63,842
Change+12,929 (+20%)
Value$12.1M (+$2.1M)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares75,068 from 74,448
Change+620 (+1%)
Value$11.8M (+$164.8K)
Filed 2026-11-05
Pacific Park Financial, Inc.
DECREASED
Shares73,042 from 77,957
Change-4,915 (-6%)
Value$11.5M (-$705.7K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares71,127 from 70,059
Change+1,068 (+2%)
Value$11.2M (+$231.6K)
Filed 2026-10-23
Moody National Bank Trust Division
UNCHANGED
Shares71,065 from 71,065
Change0 (0%)
Value$11.2M (+$64.0K)
Filed 2026-10-06
Seven Post Investment Office LP
INCREASED
Shares70,238 from 70,182
Change+56 (+0%)
Value$11.1M (+$72.0K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares69,427 from 54,323
Change+15,104 (+28%)
Value$11.0M (+$2.4M)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares69,307 from 61,827
Change+7,480 (+12%)
Value$10.9M (+$1.2M)
Filed 2026-10-07
Lakewood Asset Management LLC
INCREASED
Shares67,410 from 63,816
Change+3,594 (+6%)
Value$10.6M (+$624.7K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares64,871 from 62,272
Change+2,599 (+4%)
Value$10.2M (+$466.4K)
Filed 2026-11-03
SYM Financial Corp
DECREASED
Shares64,249 from 64,497
Change-248 (0%)
Value$10.1M (+$18.8K)
Filed 2026-10-26
Heritage Investment Group, Inc.
INCREASED
Shares63,754 from 62,652
Change+1,102 (+2%)
Value$10.1M (+$230.3K)
Filed 2026-11-03
Financial Symmetry Inc
DECREASED
Shares63,330 from 64,183
Change-853 (-1%)
Value$10.0M (-$76.8K)
Filed 2026-10-06
Waldron Private Wealth LLC
DECREASED
Shares61,308 from 61,780
Change-472 (-1%)
Value$9.7M (-$18.6K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED
Shares60,988 from 60,988
Change0 (0%)
Value$9.6M (+$54.9K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
UNCHANGED
Shares59,342 from 59,342
Change0 (0%)
Value$9.4M (+$53.4K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares58,289 from 88,898
Change-30,609 (-34%)
Value$9.2M (-$4.8M)
Filed 2026-10-28
American National Bank of Texas
INCREASED
Shares57,263 from 56,920
Change+343 (+1%)
Value$9.0M (+$105.4K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares57,034 from 56,802
Change+232 (+0%)
Value$9.0M (+$87.8K)
Filed 2026-11-06
Bernicke Wealth Management, Ltd.
DECREASED
Shares53,456 from 53,541
Change-85 (0%)
Value$8.4M (+$34.7K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares53,254 from 48,693
Change+4,561 (+9%)
Value$8.4M (+$763.7K)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares53,224 from 52,434
Change+790 (+2%)
Value$8.4M (+$314.6K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares52,856 from 52,234
Change+622 (+1%)
Value$8.3M (+$145.2K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares52,636 from 51,780
Change+856 (+2%)
Value$8.3M (+$181.7K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares52,472 from 26,662
Change+25,810 (+97%)
Value$8.3M (+$4.1M)
Filed 2026-11-05
Sellwood Investment Partners LLC
INCREASED
Shares51,749 from 8,412
Change+43,337 (+515%)
Value$8.2M (+$6.8M)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares51,041 from 49,863
Change+1,178 (+2%)
Value$8.1M (+$230.8K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares49,141 from 46,749
Change+2,392 (+5%)
Value$7.8M (+$536.0K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares49,017 from 55,277
Change-6,260 (-11%)
Value$7.7M (-$938.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares48,238 from 166,078
Change-117,840 (-71%)
Value$7.6M (-$18.5M)
Filed 2026-10-08
Ironwood Financial, llc
INCREASED
Shares48,025 from 46,094
Change+1,931 (+4%)
Value$7.6M (+$398.8K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares47,754 from 47,172
Change+582 (+1%)
Value$7.5M (+$134.4K)
Filed 2026-11-06
Old Second National Bank of Aurora
DECREASED
Shares46,439 from 47,643
Change-1,204 (-3%)
Value$7.3M (-$147.2K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares46,292 from 44,425
Change+1,867 (+4%)
Value$7.3M (+$334.7K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares45,678 from 45,585
Change+93 (+0%)
Value$7.2M (+$55.8K)
Filed 2026-11-04
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares43,400 from 43,400
Change0 (0%)
Value$6.9M (+$39.1K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares43,151 from 38,058
Change+5,093 (+13%)
Value$6.8M (+$838.2K)
Filed 2026-10-19
Catalyst Investment Management LLC
INCREASED
Shares42,197 from 39,295
Change+2,902 (+7%)
Value$6.7M (+$493.4K)
Filed 2026-10-21
Myecfo, LLC
DECREASED
Shares42,165 from 42,740
Change-575 (-1%)
Value$6.7M (-$52.3K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
INCREASED
Shares41,522 from 41,321
Change+201 (+0%)
Value$6.6M (+$69.0K)
Filed 2026-10-26
Diversified Trust Co
DECREASED
Shares40,802 from 45,540
Change-4,738 (-10%)
Value$6.4M (-$707.2K)
Filed 2026-11-06
Wespac Advisors, LLC
INCREASED
Shares40,624 from 37,241
Change+3,383 (+9%)
Value$6.4M (+$567.5K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
INCREASED
Shares40,378 from 21,998
Change+18,380 (+84%)
Value$6.3M (+$2.8M)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares40,260 from 41,885
Change-1,625 (-4%)
Value$6.4M (-$218.9K)
Filed 2026-10-20
Empire Life Investments Inc.
INCREASED
Shares39,284 from 31,600
Change+7,684 (+24%)
Value$6.2M (+$1.2M)
Filed 2026-11-06
NavPoint Financial, Inc.
INCREASED
Shares38,809 from 38,209
Change+600 (+2%)
Value$6.1M (+$129.0K)
Filed 2026-10-21
VVR Holdings LLC
INCREASED
Shares38,776 from 37,652
Change+1,124 (+3%)
Value$6.1M (+$211.3K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares38,589 from 34,309
Change+4,280 (+12%)
Value$6.1M (+$706.5K)
Filed 2026-10-14
Diversify Advisory Services, LLC
DECREASED
Shares37,240 from 484,457
Change-447,217 (-92%)
Value$5.9M (-$68.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares37,240 from 484,457
Change-447,217 (-92%)
Value$5.9M (-$68.9M)
Filed 2026-10-20
Hegarty Advisors, LLC
DECREASED
Shares36,908 from 37,108
Change-200 (-1%)
Value$5.8M (+$1.8K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED
Shares36,832 from 57,703
Change-20,871 (-36%)
Value$5.8M (-$3.2M)
Filed 2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares36,239 from 36,714
Change-475 (-1%)
Value$5.7M (-$41.9K)
Filed 2026-10-29
Fortis Group Advisors, LLC
DECREASED
Shares36,226 from 42,390
Change-6,164 (-15%)
Value$5.6M (-$1.0M)
Filed 2026-11-06
Royal Fund Management, LLC
INCREASED
Shares36,164 from 33,695
Change+2,469 (+7%)
Value$5.7M (+$420.0K)
Filed 2026-10-22
Intergy Private Wealth, LLC
DECREASED
Shares35,987 from 36,848
Change-861 (-2%)
Value$5.7M (-$102.9K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED
Shares35,577 from 35,577
Change0 (0%)
Value$5.6M (+$32.0K)
Filed 2026-10-14
Code Waechter LLC
NEW
Shares35,378
Change+35,378
Value$5.6M
Filed 2026-10-23
Barry Investment Advisors, LLC
DECREASED
Shares35,255 from 44,056
Change-8,801 (-20%)
Value$5.6M (-$1.3M)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares34,187 from 33,735
Change+452 (+1%)
Value$5.4M (+$101.7K)
Filed 2026-11-05
Howard Wealth Management, LLC
DECREASED
Shares33,858 from 34,061
Change-203 (-1%)
Value$5.3M (-$1.5K)
Filed 2026-10-28
Manchester Capital Management LLC
DECREASED
Shares33,809 from 34,119
Change-310 (-1%)
Value$5.3M (-$18.3K)
Filed 2026-10-22
LongView Wealth Management
INCREASED
Shares33,491 from 31,043
Change+2,448 (+8%)
Value$5.3M (+$414.4K)
Filed 2026-10-19
Affiance Financial, LLC
DECREASED
Shares32,786 from 33,815
Change-1,029 (-3%)
Value$5.2M (-$132.0K)
Filed 2026-10-15
Omnitrust Wealth Management, Inc
NEW
Shares32,508
Change+32,508
Value$5.1M
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares32,457 from 44,203
Change-11,746 (-27%)
Value$5.1M (-$1.8M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares32,109 from 31,654
Change+455 (+1%)
Value$5.1M (+$100.3K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares31,904 from 31,316
Change+588 (+2%)
Value$5.0M (+$121.0K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares31,522 from 31,627
Change-105 (0%)
Value$5.0M (+$11.9K)
Filed 2026-10-23
Blueprint Financial Advisors LLC
INCREASED
Shares31,068 from 29,924
Change+1,144 (+4%)
Value$4.9M (+$207.4K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares30,984 from 29,924
Change+1,060 (+4%)
Value$4.9M (+$194.2K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares30,282 from 14,410
Change+15,872 (+110%)
Value$4.8M (+$2.5M)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares30,162 from 28,071
Change+2,091 (+7%)
Value$4.8M (+$353.6K)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares29,577 from 27,303
Change+2,274 (+8%)
Value$4.7M (+$383.6K)
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares29,525 from 30,933
Change-1,408 (-5%)
Value$4.7M (-$194.5K)
Filed 2026-10-28
SilverOak Wealth Management LLC
INCREASED
Shares29,203 from 28,625
Change+578 (+2%)
Value$4.6M (+$117.0K)
Filed 2026-10-29
Harpswell Capital Advisors, LLC
DECREASED
Shares28,938 from 44,580
Change-15,642 (-35%)
Value$4.6M (-$2.4M)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares28,849 from 26,040
Change+2,809 (+11%)
Value$4.6M (+$466.8K)
Filed 2026-10-27
River Street Advisors LLC
INCREASED
Shares28,822 from 28,493
Change+329 (+1%)
Value$4.5M (+$77.6K)
Filed 2026-10-22
Well Done, LLC
INCREASED
Shares28,433 from 21,245
Change+7,188 (+34%)
Value$4.5M (+$1.2M)
Filed 2026-10-20
Salomon & Ludwin, LLC
INCREASED
Shares28,225 from 28,160
Change+65 (+0%)
Value$4.5M (+$59.3K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares26,819 from 25,581
Change+1,238 (+5%)
Value$4.2M (+$218.3K)
Filed 2026-10-22
Van Cleef Asset Management,Inc
DECREASED
Shares26,747 from 31,472
Change-4,725 (-15%)
Value$4.2M (-$717.5K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares26,523 from 25,031
Change+1,492 (+6%)
Value$4.2M (+$258.0K)
Filed 2026-10-29
Seamount Financial Group Inc
INCREASED
Shares26,472 from 26,357
Change+115 (+0%)
Value$4.2M (+$41.7K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares26,367 from 26,224
Change+143 (+1%)
Value$4.1M (+$22.4K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares26,297 from 26,527
Change-230 (-1%)
Value$4.2M (-$12.4K)
Filed 2026-10-21
Equity Investment Corp
INCREASED
Shares26,078 from 26,012
Change+66 (+0%)
Value$4.1M (+$33.8K)
Filed 2026-11-04
Manchester Financial Inc
DECREASED
Shares26,010 from 28,344
Change-2,334 (-8%)
Value$4.1M (-$342.9K)
Filed 2026-10-15
Optivise Advisory Services LLC
DECREASED
Shares25,648 from 31,101
Change-5,453 (-18%)
Value$4.0M (-$832.7K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares25,566 from 25,870
Change-304 (-1%)
Value$4.0M (-$24.8K)
Filed 2026-10-23
Ridgewood Investments LLC
DECREASED
Shares25,473 from 26,088
Change-615 (-2%)
Value$4.0M (-$73.6K)
Filed 2026-10-05
Neumann Capital Management, LLC
DECREASED
Shares25,295 from 26,908
Change-1,613 (-6%)
Value$4.0M (-$230.4K)
Filed 2026-10-15
UMB Bank, n.a.
DECREASED
Shares24,949 from 27,309
Change-2,360 (-9%)
Value$3.9M (-$347.9K)
Filed 2026-11-06
Lavelle Capital LP
INCREASED
Shares24,522 from 24,485
Change+37 (+0%)
Value$3.9M (+$27.8K)
Filed 2026-11-03
Tanager Wealth Management LLP
INCREASED
Shares24,509 from 24,297
Change+212 (+1%)
Value$3.9M (+$55.3K)
Filed 2026-10-19
Lynx Investment Advisory
DECREASED
Shares23,527 from 24,446
Change-919 (-4%)
Value$3.7M (-$123.1K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares23,362 from 20,534
Change+2,828 (+14%)
Value$3.7M (+$465.0K)
Filed 2026-10-28
South Shore Capital Advisors
UNCHANGED
Shares23,348 from 23,348
Change0 (0%)
Value$3.7M (+$21.0K)
Filed 2026-10-20
Ameliora Wealth Management Ltd.
DECREASED
Shares23,070 from 23,111
Change-41 (0%)
Value$3.6M (+$14.3K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares22,810 from 22,305
Change+505 (+2%)
Value$3.6M (+$99.7K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares22,765 from 22,567
Change+198 (+1%)
Value$3.6M (+$51.6K)
Filed 2026-10-13
Cutler Investment Counsel LLC
INCREASED
Shares22,226 from 21,859
Change+367 (+2%)
Value$3.5M (+$77.6K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares21,965 from 14,408
Change+7,557 (+52%)
Value$3.5M (+$1.2M)
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares21,919 from 21,935
Change-16 (0%)
Value$3.5M (+$17.2K)
Filed 2026-11-02
Bangor Savings Bank
UNCHANGED
Shares21,500 from 21,500
Change0 (0%)
Value$3.4M (+$19.4K)
Filed 2026-10-06
Creekside Partners
INCREASED
Shares21,283 from 18,862
Change+2,421 (+13%)
Value$3.4M (+$399.0K)
Filed 2026-11-04
Cogent Private Wealth, Inc.
INCREASED
Shares21,090 from 20,587
Change+503 (+2%)
Value$3.3M (+$97.9K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares20,601 from 20,602
Change-1 (0%)
Value$3.3M (+$18.5K)
Filed 2026-10-27
AlphaCore Capital LLC
DECREASED
Shares20,570 from 20,776
Change-206 (-1%)
Value$3.2M (-$13.9K)
Filed 2026-11-04
Coston, McIsaac & Partners
DECREASED
Shares20,478 from 21,131
Change-653 (-3%)
Value$3.2M (-$82.5K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares20,324 from 20,094
Change+230 (+1%)
Value$3.2M (+$56.0K)
Filed 2026-11-02
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares20,127 from 20,366
Change-239 (-1%)
Value$3.2M (+$360.0K)
Filed 2026-10-14
KFG LLC
NEW
Shares20,096
Change+20,096
Value$3.2M
Filed 2026-11-02
Innealta Capital, LLC
UNCHANGED
Shares19,879 from 19,879
Change0 (0%)
Value$3.1M (+$17.9K)
Filed 2026-11-02
Ashford Advisors, LLC
INCREASED
Shares19,558 from 19,463
Change+95 (+0%)
Value$3.1M (+$32.5K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares19,355 from 19,356
Change-1 (0%)
Value$3.1M (+$17.4K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares19,197 from 35,472
Change-16,275 (-46%)
Value$3.0M (-$2.5M)
Filed 2026-10-22
Symmetry Partners, LLC
DECREASED
Shares18,918 from 19,871
Change-953 (-5%)
Value$3.0M (-$132.5K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares18,826 from 19,262
Change-436 (-2%)
Value$3.0M (-$51.6K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares18,798 from 19,033
Change-235 (-1%)
Value$3.0M (-$20.1K)
Filed 2026-10-22
Investment Planning Advisors, Inc.
INCREASED
Shares18,449 from 18,206
Change+243 (+1%)
Value$2.9M (+$54.7K)
Filed 2026-10-14
Chicago Partners Investment Group LLC
DECREASED
Shares17,894 from 18,386
Change-492 (-3%)
Value$2.8M (-$47.5K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares17,739 from 18,458
Change-719 (-4%)
Value$2.8M (-$81.6K)
Filed 2026-10-16
Park Edge Advisors, LLC
DECREASED
Shares17,689 from 93,653
Change-75,964 (-81%)
Value$2.8M (-$11.9M)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
INCREASED
Shares17,587 from 17,173
Change+414 (+2%)
Value$2.8M (+$144.3K)
Filed 2026-10-19
Whipplewood Advisors, LLC
UNCHANGED
Shares17,407 from 17,407
Change0 (0%)
Value$2.7M (+$15.7K)
Filed 2026-10-20
Eagle Rock Investment Company, LLC
DECREASED
Shares17,342 from 17,454
Change-112 (-1%)
Value$2.7M (-$2.0K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares17,332 from 17,330
Change+2 (+0%)
Value$2.7M (+$15.9K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares17,315 from 23,436
Change-6,121 (-26%)
Value$2.7M (-$945.1K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares17,215 from 17,078
Change+137 (+1%)
Value$2.7M (+$37.0K)
Filed 2026-10-20
HT Partners LLC
UNCHANGED
Shares17,105 from 17,105
Change0 (0%)
Value$2.7M (+$15.4K)
Filed 2026-10-20
Thompson Investment Management, Inc.
UNCHANGED
Shares16,830 from 16,830
Change0 (0%)
Value$2.7M (+$15.1K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares16,683 from 16,227
Change+456 (+3%)
Value$2.6M (+$86.7K)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares16,546 from 16,143
Change+403 (+3%)
Value$2.6M (+$78.2K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares16,462 from 16,340
Change+122 (+1%)
Value$2.6K (-$2.6M)
Filed 2026-10-22
Union Bancaire Privee, UBP SA
DECREASED
Shares16,050 from 16,145
Change-95 (-1%)
Value$1.9M (+$25.2K)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares16,049 from 28,346
Change-12,297 (-43%)
Value$2.5M (-$1.7M)
Filed 2026-11-06
HRC Wealth Management, LLC
DECREASED
Shares15,885 from 16,084
Change-199 (-1%)
Value$2.5M (-$17.0K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares15,471 from 15,225
Change+246 (+2%)
Value$2.4K (+$53)
Filed 2026-10-02
Redmond Asset Management, LLC
INCREASED
Shares15,375 from 15,367
Change+8 (+0%)
Value$2.4M (+$15.1K)
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares15,320 from 15,741
Change-421 (-3%)
Value$2.4M (-$52.3K)
Filed 2026-10-14
Quantify Chaos Advisors, LLC
DECREASED
Shares15,175 from 15,899
Change-724 (-5%)
Value$2.4M (-$99.9K)
Filed 2026-11-04
Junk Investment Group, LLC
INCREASED
Shares15,142 from 14,820
Change+322 (+2%)
Value$2.4M (+$64.1K)
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares15,104 from 11,468
Change+3,636 (+32%)
Value$2.4M (+$584.2K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares14,943 from 17,515
Change-2,572 (-15%)
Value$2.4M (-$390.2K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares14,678 from 13,689
Change+989 (+7%)
Value$2.3M (+$168.4K)
Filed 2026-10-14
Presilium Private Wealth, LLC
DECREASED
Shares14,517 from 15,945
Change-1,428 (-9%)
Value$2.3M (-$211.0K)
Filed 2026-10-26
Value Investment Professionals, LLC
INCREASED
Shares14,221 from 11,450
Change+2,771 (+24%)
Value$2.2M (+$447.6K)
Filed 2026-10-13
Levin Capital Strategies, L.P.
UNCHANGED
Shares14,025 from 14,025
Change0 (0%)
Value$2.2M (+$12.6K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
INCREASED
Shares13,904 from 13,632
Change+272 (+2%)
Value$2.2M (+$55.1K)
Filed 2026-10-23
Silver Oak Advisory Group, Inc.
INCREASED
Shares13,830 from 13,825
Change+5 (+0%)
Value$2.2M (+$14.1K)
Filed 2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED
Shares13,627 from 13,935
Change-308 (-2%)
Value$2.2M (-$36.1K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares13,495 from 10,939
Change+2,556 (+23%)
Value$2.1M (+$413.2K)
Filed 2026-10-27
Abacus Planning Group, Inc.
INCREASED
Shares13,452 from 12,807
Change+645 (+5%)
Value$2.1M (+$113.4K)
Filed 2026-11-02
GR Financial Group, LLC
DECREASED
Shares13,324 from 13,875
Change-551 (-4%)
Value$2.1M (-$74.5K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares13,283 from 13,630
Change-347 (-3%)
Value$2.1M (-$42.5K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares12,905 from 7,363
Change+5,542 (+75%)
Value$2.0M (+$849.2K)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares12,902 from 12,615
Change+287 (+2%)
Value$2.0M (+$56.7K)
Filed 2026-10-22
SC&H Financial Advisors, Inc.
DECREASED
Shares12,863 from 15,380
Change-2,517 (-16%)
Value$2.0M (-$383.5K)
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares12,795 from 13,218
Change-423 (-3%)
Value$2.0M (-$55.0K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares12,499 from 12,498
Change+1 (+0%)
Value$2.0M (+$11.3K)
Filed 2026-10-01
Level Four Advisory Services, LLC
INCREASED
Shares12,454 from 12,357
Change+97 (+1%)
Value$2.0M (+$26.3K)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares12,359 from 12,355
Change+4 (+0%)
Value$2.0M (+$11.8K)
Filed 2026-10-28
Five Pine Wealth Management
INCREASED
Shares12,252 from 11,799
Change+453 (+4%)
Value$1.9M (+$82.2K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares12,190 from 12,833
Change-643 (-5%)
Value$1.9M (-$89.9K)
Filed 2026-10-20
Carroll Advisory Group, LLC
UNCHANGED
Shares12,095 from 12,095
Change0 (0%)
Value$1.9M (+$10.9K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares11,774 from 10,096
Change+1,678 (+17%)
Value$1.9M (+$273.9K)
Filed 2026-11-03
McMill Wealth Management
NEW
Shares11,582
Change+11,582
Value$1.8M
Filed 2026-11-05
Andrews Advisory Associates, LLC
DECREASED
Shares11,466 from 11,940
Change-474 (-4%)
Value$1.8M (-$64.2K)
Filed 2026-10-15
Successful Portfolios LLC
DECREASED
Shares11,384 from 11,821
Change-437 (-4%)
Value$1.8M (-$38.8K)
Filed 2026-10-09
Tannin Capital LLC
DECREASED
Shares11,383 from 11,424
Change-41 (0%)
Value$1.8M (+$3.8K)
Filed 2026-11-05
Ferguson Shapiro LLC
INCREASED
Shares11,344 from 11,315
Change+29 (+0%)
Value$1.8M (+$14.7K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED
Shares11,056 from 11,039
Change+17 (+0%)
Value$1.7M (+$12.6K)
Filed 2026-10-23
Manuka Financial, LLC
INCREASED
Shares11,033 from 10,771
Change+262 (+2%)
Value$1.7M (+$51.2K)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares11,018 from 8,687
Change+2,331 (+27%)
Value$1.7M (+$375.8K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares11,018 from 11,018
Change0 (0%)
Value$1.7M (+$9.8K)
Filed 2026-10-09
Triangle Securities Wealth Management
DECREASED
Shares10,955 from 11,296
Change-341 (-3%)
Value$1.7M (-$43.8K)
Filed 2026-10-14
Attessa Capital LLC
DECREASED
Shares10,929 from 12,263
Change-1,334 (-11%)
Value$1.7M (-$199.6K)
Filed 2026-10-09
Rockingstone Advisors LLC
DECREASED
Shares10,927 from 11,187
Change-260 (-2%)
Value$1.7M (-$31.0K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares10,785 from 11,130
Change-345 (-3%)
Value$1.7M (-$44.5K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares10,723 from 10,615
Change+108 (+1%)
Value$1.7M (+$224.3K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED
Shares10,512 from 10,512
Change0 (0%)
Value$1.7M (+$9.5K)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares10,511 from 10,148
Change+363 (+4%)
Value$1.7M (+$66.4K)
Filed 2026-11-05
CGN Advisors LLC
DECREASED
Shares10,505 from 10,635
Change-130 (-1%)
Value$1.7M (-$10.8K)
Filed 2026-10-21
Trellis Wealth Advisors LLC
INCREASED
Shares10,473 from 10,454
Change+19 (+0%)
Value$1.7M (+$12.4K)
Filed 2026-10-19
Sage Investment Counsel LLC
INCREASED
Shares10,262 from 10,260
Change+2 (+0%)
Value$1.6M (+$9.6K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares10,249 from 13,072
Change-2,823 (-22%)
Value$1.6M (-$433.8K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares10,222 from 10,221
Change+1 (+0%)
Value$1.6M (+$9.3K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
INCREASED
Shares10,195 from 9,655
Change+540 (+6%)
Value$1.6M (+$94.0K)
Filed 2026-10-15
Towneley Capital Management, Inc / de
UNCHANGED
Shares10,159 from 10,159
Change0 (0%)
Value$1.6M (+$9.1K)
Filed 2026-10-09
F&V Capital Management, LLC
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$1.6K (-$1.6M)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
INCREASED
Shares9,977 from 8,836
Change+1,141 (+13%)
Value$1.6M (+$187.9K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
DECREASED
Shares9,976 from 10,004
Change-28 (0%)
Value$1.6M (+$4.6K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares9,962 from 10,589
Change-627 (-6%)
Value$1.6M (-$89.5K)
Filed 2026-10-26
GenTrust, LLC
INCREASED
Shares9,895 from 9,894
Change+1 (+0%)
Value$1.6M (+$9.0K)
Filed 2026-11-06
New Capital Management LP
DECREASED
Shares9,819 from 10,542
Change-723 (-7%)
Value$1.5M (-$104.6K)
Filed 2026-10-29
Drystone LLC
INCREASED
Shares9,817 from 9,328
Change+489 (+5%)
Value$1.5M (+$85.5K)
Filed 2026-10-30
Jordan Park Group LLC
NEW
Shares9,741
Change+9,741
Value$1.5M
Filed 2026-11-06
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares9,696 from 9,675
Change+21 (+0%)
Value$1.5M (+$12.1K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares9,659 from 35,164
Change-25,505 (-73%)
Value$1.5M (-$4.0M)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
NEW
Shares9,611
Change+9,611
Value$1.5M
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares9,487 from 8,504
Change+983 (+12%)
Value$1.5M (+$162.8K)
Filed 2026-10-26
FF Advisors,LLC
UNCHANGED
Shares9,470 from 9,470
Change0 (0%)
Value$1.5M (+$8.5K)
Filed 2026-10-21
Tortoise Investment Management, LLC
DECREASED
Shares9,418 from 9,425
Change-7 (0%)
Value$1.5M (+$7.4K)
Filed 2026-11-06
Quadrant Capital Group LLC
DECREASED
Shares9,333 from 9,881
Change-548 (-6%)
Value$1.5M (-$59.9K)
Filed 2026-10-20
Montis Financial, LLC
DECREASED
Shares9,215 from 10,560
Change-1,345 (-13%)
Value$1.5M (-$202.8K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares9,190 from 9,148
Change+42 (+0%)
Value$1.5M (+$14.8K)
Filed 2026-10-22
Brickley Wealth Management
DECREASED
Shares9,161 from 9,441
Change-280 (-3%)
Value$1.4M (-$35.6K)
Filed 2026-11-04
Principle Wealth Partners LLC
DECREASED
Shares9,122 from 9,123
Change-1 (0%)
Value$1.4M (+$8.2K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares9,028 from 13,023
Change-3,995 (-31%)
Value$1.4M (-$618.9K)
Filed 2026-10-15
Vista Capital Partners, Inc.
INCREASED
Shares8,951 from 8,733
Change+218 (+3%)
Value$1.4M (+$42.4K)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares8,831 from 5,428
Change+3,403 (+63%)
Value$1.4M (+$542.0K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares8,687 from 7,460
Change+1,227 (+16%)
Value$1.4M (+$200.4K)
Filed 2026-10-01
Unison Advisors LLC
INCREASED
Shares8,573 from 8,347
Change+226 (+3%)
Value$1.4M (+$43.3K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares8,549 from 8,546
Change+3 (+0%)
Value$1.3M (+$8.1K)
Filed 2026-10-02
Calamos Advisors LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$1.3M (+$7.7K)
Filed 2026-11-02
Kendall Capital Management
DECREASED
Shares8,385 from 8,618
Change-233 (-3%)
Value$1.3M (-$29.0K)
Filed 2026-10-23
Compass Financial Group, Inc
DECREASED
Shares8,377 from 8,647
Change-270 (-3%)
Value$1.3M (-$34.8K)
Filed 2026-10-13
Shah Wealth Advisors, LLC
INCREASED
Shares8,239 from 8,190
Change+49 (+1%)
Value$1.3M (+$15.1K)
Filed 2026-11-06
Trust Co of Vermont
DECREASED
Shares8,145 from 8,328
Change-183 (-2%)
Value$1.3M (-$21.4K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares8,132 from 4,529
Change+3,603 (+80%)
Value$1.3M (+$572.8K)
Filed 2026-10-13
Selby Wealth Management, LLC
DECREASED
Shares8,068 from 8,145
Change-77 (-1%)
Value$1.3M (-$4.8K)
Filed 2026-10-16
GEN Financial Management, Inc.
INCREASED
Shares8,040 from 8,004
Change+36 (+0%)
Value$1.3M (+$12.9K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED
Shares7,972 from 7,972
Change0 (0%)
Value$1.3M (+$7.2K)
Filed 2026-10-13
Ackerman Capital Advisors, LLC
UNCHANGED
Shares7,918 from 7,918
Change0 (0%)
Value$1.2M (+$7.1K)
Filed 2026-10-30
Catalyst Financial Partners LLC
UNCHANGED
Shares7,916 from 7,916
Change0 (0%)
Value$1.2M (+$7.1K)
Filed 2026-11-06
Three Arch Wealth Management LLC
UNCHANGED
Shares7,879 from 7,879
Change0 (0%)
Value$1.2M (+$7.1K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares7,796 from 7,795
Change+1 (+0%)
Value$1.2M (+$7.1K)
Filed 2026-10-30
Altiora Financial Group, LLC
NEW
Shares7,716
Change+7,716
Value$1.2M
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares7,710 from 7,475
Change+235 (+3%)
Value$1.2M (+$43.9K)
Filed 2026-11-03
Perryman Financial Advisory Inc
INCREASED
Shares7,656 from 7,487
Change+169 (+2%)
Value$1.2M (+$33.4K)
Filed 2026-10-16
Silverlake Wealth Management LLC
DECREASED
Shares7,624 from 7,992
Change-368 (-5%)
Value$1.2M (-$50.9K)
Filed 2026-10-21
New England Professional Planning Group Inc.
UNCHANGED
Shares7,574 from 7,574
Change0 (0%)
Value$1.2M (+$6.8K)
Filed 2026-10-29
Dodds Wealth, LLC
DECREASED
Shares7,534 from 7,539
Change-5 (0%)
Value$1.2M (+$6.0K)
Filed 2026-11-02
Strategy Asset Managers LLC
INCREASED
Shares7,518 from 7,409
Change+109 (+1%)
Value$1.2M (+$23.9K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares7,381
Change+7,381
Value$1.2M
Filed 2026-10-26
Baker Avenue Asset Management, LP
DECREASED
Shares7,374 from 7,438
Change-64 (-1%)
Value$1.2M (-$3.4K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares7,329 from 5,912
Change+1,417 (+24%)
Value$1.2M (+$229.0K)
Filed 2026-11-03
Merited Wealth, LLC
DECREASED
Shares7,299 from 12,237
Change-4,938 (-40%)
Value$1.2M (-$768.4K)
Filed 2026-10-13
OAK Family Advisors, LLC
INCREASED
Shares7,279 from 4,284
Change+2,995 (+70%)
Value$1.1M (+$476.6K)
Filed 2026-10-19
First Premier Bank
INCREASED
Shares7,269 from 7,268
Change+1 (+0%)
Value$1.1K (+$6)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares7,183 from 7,169
Change+14 (+0%)
Value$1.1M (+$8.7K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
DECREASED
Shares7,162 from 7,561
Change-399 (-5%)
Value$1.1M (-$56.1K)
Filed 2026-11-03
Arlington Trust Co LLC
DECREASED
Shares7,152 from 7,220
Change-68 (-1%)
Value$1.1M (-$4.2K)
Filed 2026-10-20
Y.D. More Investments Ltd
INCREASED
Shares7,150 from 7,085
Change+65 (+1%)
Value$1.1M (+$16.6K)
Filed 2026-11-02
Manske Wealth Management
INCREASED
Shares7,142 from 7,130
Change+12 (+0%)
Value$1.1M (+$8.3K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED
Shares7,142 from 7,142
Change0 (0%)
Value$1.1M (+$6.4K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares7,109 from 5,661
Change+1,448 (+26%)
Value$1.1M (+$233.7K)
Filed 2026-10-16
Independent Wealth Advisors LLC
DECREASED
Shares7,046 from 7,335
Change-289 (-4%)
Value$1.1M (-$39.0K)
Filed 2026-10-27
SWP Financial LLC
DECREASED
Shares6,971 from 6,991
Change-20 (0%)
Value$1.1M (+$3.1K)
Filed 2026-10-23
Wesbanco Bank Inc
INCREASED
Shares6,928 from 6,600
Change+328 (+5%)
Value$1.1M (+$57.7K)
Filed 2026-11-04
Benchmark Financial, LLC
NEW
Shares6,908
Change+6,908
Value$1.1M
Filed 2026-10-16
Viewpoint Investment Partners Corp
DECREASED
Shares6,900 from 7,300
Change-400 (-5%)
Value$1.1M (-$56.4K)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares6,878 from 6,870
Change+8 (+0%)
Value$1.1M (+$7.3K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares6,877 from 7,118
Change-241 (-3%)
Value$1.1M (-$31.6K)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares6,866 from 6,848
Change+18 (+0%)
Value$1.1M (+$8.9K)
Filed 2026-10-05
Krilogy Financial LLC
DECREASED
Shares6,832 from 9,651
Change-2,819 (-29%)
Value$1.1M (-$425.0K)
Filed 2026-10-13
Capital City Trust Co
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$1.1M (+$6.1K)
Filed 2026-10-22
Austin Wealth Management, LLC
DECREASED
Shares6,786 from 6,873
Change-87 (-1%)
Value$1.1M (+$13.3K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares6,758 from 4,080
Change+2,678 (+66%)
Value$1.1K (-$638.9K)
Filed 2026-10-26
Newton One Investments LLC
DECREASED
Shares6,719 from 6,904
Change-185 (-3%)
Value$1.1M (-$23.0K)
Filed 2026-10-14
Archford Capital Strategies, LLC
DECREASED
Shares6,686 from 7,112
Change-426 (-6%)
Value$1.1M (-$60.8K)
Filed 2026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED
Shares6,628 from 3,438
Change+3,190 (+93%)
Value$1.0M (+$506.6K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares6,576 from 10,174
Change-3,598 (-35%)
Value$1.0M (-$558.8K)
Filed 2026-10-16
ADE, LLC
INCREASED
Shares6,561 from 6,540
Change+21 (+0%)
Value$1.0M (+$9.1K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares6,560
Change+6,560
Value$1.0K
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares6,528 from 5,788
Change+740 (+13%)
Value$1.0M (+$122.1K)
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares6,525 from 6,525
Change0 (0%)
Value$1.0M (+$31.9K)
Filed 2026-10-15
First Interstate Bank
DECREASED
Shares6,520 from 6,650
Change-130 (-2%)
Value$1.0M (-$14.5K)
Filed 2026-10-23
Berman McAleer LLC
INCREASED
Shares6,501 from 6,421
Change+80 (+1%)
Value$1.0M (+$18.4K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
INCREASED
Shares6,454 from 5,686
Change+768 (+14%)
Value$1.0M (+$126.3K)
Filed 2026-10-30
Fiera Capital Corp
DECREASED
Shares6,444 from 7,149
Change-705 (-10%)
Value$1.0M (-$104.9K)
Filed 2026-11-06
Riverwater Partners LLC
INCREASED
Shares6,388 from 5,683
Change+705 (+12%)
Value$1.0M (+$116.4K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares6,359 from 6,170
Change+189 (+3%)
Value$1.0M (+$35.4K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares6,355 from 6,389
Change-34 (-1%)
Value$1.0M (+$325)
Filed 2026-10-21
Vested Financial Planning, LLC
INCREASED
Shares6,353 from 6,279
Change+74 (+1%)
Value$1.0M (+$17.5K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
DECREASED
Shares6,350 from 6,500
Change-150 (-2%)
Value$1.0M (-$17.8K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares6,328
Change+6,328
Value$998.9K
Filed 2026-10-30
Wakefield Asset Management Lllp
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$994.0K (+$5.7K)
Filed 2026-11-05
Financial Planning Fort Collins, LLC
DECREASED
Shares6,271 from 6,304
Change-33 (-1%)
Value$989.9K (+$210)
Filed 2026-10-16
Chesley Taft & Associates LLC
INCREASED
Shares6,169 from 6,137
Change+32 (+1%)
Value$973.8K (+$10.6K)
Filed 2026-10-13
Mustard Seed Financial, LLC
INCREASED
Shares6,109 from 5,942
Change+167 (+3%)
Value$964.2K (+$31.7K)
Filed 2026-10-30
CLG LLC
INCREASED
Shares6,103 from 5,599
Change+504 (+9%)
Value$963.4K (+$84.5K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares6,050 from 5,319
Change+731 (+14%)
Value$955.0K (+$120.2K)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares5,978 from 23,288
Change-17,310 (-74%)
Value$943.6K (-$2.7M)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares5,978 from 5,495
Change+483 (+9%)
Value$943.7K (+$81.2K)
Filed 2026-10-08
BFI Infinity Ltd.
UNCHANGED
Shares5,977 from 5,977
Change0 (0%)
Value$943.5K (+$5.4K)
Filed 2026-10-16
Arcadia Wealth Management, LLC
INCREASED
Shares5,963 from 2,485
Change+3,478 (+140%)
Value$941.3K (+$551.3K)
Filed 2026-10-22
Realta Investment Advisors
INCREASED
Shares5,911 from 5,289
Change+622 (+12%)
Value$933.1K (+$103.0K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares5,790 from 5,240
Change+550 (+11%)
Value$914.0K (+$91.6K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,789 from 5,789
Change0 (0%)
Value$913.9K (+$5.2K)
Filed 2026-10-15
Clark Asset Management, LLC
INCREASED
Shares5,726 from 3,321
Change+2,405 (+72%)
Value$903.9K (+$382.6K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares5,641 from 675
Change+4,966 (+736%)
Value$890.5K (+$784.5K)
Filed 2026-10-26
August Group Capital Ltd
INCREASED
Shares5,600 from 5,442
Change+158 (+3%)
Value$884.0K (+$29.8K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares5,596 from 5,594
Change+2 (+0%)
Value$869.2K (-$2.4K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares5,584 from 5,622
Change-38 (-1%)
Value$881.4K (-$938)
Filed 2026-10-07
Leading Edge Financial Planning LLC
INCREASED
Shares5,548 from 5,359
Change+189 (+4%)
Value$875.8K (+$34.7K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
UNCHANGED
Shares5,501 from 5,501
Change0 (0%)
Value$868.3K (+$5.0K)
Filed 2026-10-19
Verus Capital Partners, LLC
INCREASED
Shares5,340 from 5,063
Change+277 (+5%)
Value$842.8K (+$48.2K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED
Shares5,300 from 3,821
Change+1,479 (+39%)
Value$836.6K (+$236.8K)
Filed 2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares5,300 from 5,297
Change+3 (+0%)
Value$836.6K (+$5.3K)
Filed 2026-10-22
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares5,270 from 5,271
Change-1 (0%)
Value$831.9K (+$4.6K)
Filed 2026-11-06
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares5,260 from 6,791
Change-1,531 (-23%)
Value$830.3K (-$235.5K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares5,202 from 2,234
Change+2,968 (+133%)
Value$821.1K (+$470.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares5,155 from 7,048
Change-1,893 (-27%)
Value$813.8K (-$292.4K)
Filed 2026-11-06
Unify Financial Advisors
INCREASED
Shares5,132 from 5,005
Change+127 (+3%)
Value$810.1K (+$24.6K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares5,111 from 1,920
Change+3,191 (+166%)
Value$818.5K (+$518.0K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares5,109 from 3,896
Change+1,213 (+31%)
Value$806 (-$611.2K)
Filed 2026-11-05
Verum Partners LLC
INCREASED
Shares5,098 from 5,093
Change+5 (+0%)
Value$804.7K (+$5.3K)
Filed 2026-10-21
Sharkey, Howes & Javer
DECREASED
Shares5,052 from 5,392
Change-340 (-6%)
Value$797.5K (-$48.8K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED
Shares5,040 from 3,667
Change+1,373 (+37%)
Value$795.7K (+$220.0K)
Filed 2026-11-03
Lincoln Capital LLC
INCREASED
Shares5,010 from 4,946
Change+64 (+1%)
Value$791.0K (+$14.7K)
Filed 2026-10-09
Brewster Financial Planning LLC
UNCHANGED
Shares4,949 from 4,949
Change0 (0%)
Value$781.2K (+$4.5K)
Filed 2026-10-13
Monument Capital Management
INCREASED
Shares4,946 from 4,713
Change+233 (+5%)
Value$780.7K (+$41.0K)
Filed 2026-10-09
Mayfair Advisory Group, LLC
INCREASED
Shares4,867 from 4,767
Change+100 (+2%)
Value$768.3K (+$33.2K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares4,867 from 4,850
Change+17 (+0%)
Value$777.8K (+$16.7K)
Filed 2026-10-13
Cooper Financial Group
DECREASED
Shares4,833 from 4,845
Change-12 (0%)
Value$762.9K (+$2.4K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,819 from 17,289
Change-12,470 (-72%)
Value$760.7K (-$2.0M)
Filed 2026-10-14
AGF Management LTD
INCREASED
Shares4,807 from 3,798
Change+1,009 (+27%)
Value$758.8K (+$162.7K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares4,805 from 4,500
Change+305 (+7%)
Value$758.5K (+$52.2K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares4,805 from 4,676
Change+129 (+3%)
Value$758.5K (+$24.6K)
Filed 2026-10-08
Fermata Advisors, LLC
DECREASED
Shares4,769 from 5,058
Change-289 (-6%)
Value$752.7K (-$41.1K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares4,741 from 5,170
Change-429 (-8%)
Value$748.4K (-$63.1K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,721 from 4,721
Change0 (0%)
Value$745.2K (+$4.2K)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares4,719 from 1,875
Change+2,844 (+152%)
Value$745.0K (+$450.6K)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
DECREASED
Shares4,694 from 4,962
Change-268 (-5%)
Value$741.0K (-$37.5K)
Filed 2026-10-22
Approach Retirement Advisors, LLC
INCREASED
Shares4,683 from 4,638
Change+45 (+1%)
Value$739.2K (+$11.2K)
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED
Shares4,656 from 4,691
Change-35 (-1%)
Value$734.9K (-$1.3K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares4,599 from 4,599
Change0 (0%)
Value$726.0K (+$4.2K)
Filed 2026-10-27
BCR Wealth Strategies, LLC
DECREASED
Shares4,541 from 4,743
Change-202 (-4%)
Value$716.8K (-$27.2K)
Filed 2026-11-06
Tenzing Financial LLC
INCREASED
Shares4,506 from 4,502
Change+4 (+0%)
Value$707.9K (-$2.6K)
Filed 2026-11-03
Paragon Capital Management Ltd
DECREASED
Shares4,500 from 4,726
Change-226 (-5%)
Value$710.3K (-$31.5K)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares4,415 from 5,085
Change-670 (-13%)
Value$696.9K (-$101.3K)
Filed 2026-10-22
Flower City Capital
INCREASED
Shares4,405 from 4,226
Change+179 (+4%)
Value$695.3K (+$32.1K)
Filed 2026-10-15
Cambridge Financial Group, LLC
UNCHANGED
Shares4,374 from 4,374
Change0 (0%)
Value$686.5K ($0)
Filed 2026-10-06
Greenleaf Trust
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$689.5K (+$3.9K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares4,355 from 4,362
Change-7 (0%)
Value$687.4K (+$2.8K)
Filed 2026-10-20
Hudock, Inc.
INCREASED
Shares4,285 from 4,279
Change+6 (+0%)
Value$676.5K (+$4.9K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares4,261 from 3,755
Change+506 (+13%)
Value$672.6K (+$83.1K)
Filed 2026-11-05
Vilga Financial Planning LLC
INCREASED
Shares4,204 from 3,725
Change+479 (+13%)
Value$663.6K (+$79.0K)
Filed 2026-10-09
Macroview Investment Management LLC
INCREASED
Shares4,201 from 4,190
Change+11 (+0%)
Value$663.1K (+$5.5K)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares4,176 from 4,297
Change-121 (-3%)
Value$659.2K (-$15.2K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares4,143 from 71,112
Change-66,969 (-94%)
Value$656.2K (-$10.5M)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares4,132 from 4,132
Change0 (0%)
Value$652.2K (+$3.7K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$643.3K (+$3.7K)
Filed 2026-10-13
DB Fitzpatrick & Co, Inc
INCREASED
Shares4,052 from 4,019
Change+33 (+1%)
Value$639.6K (+$8.8K)
Filed 2026-10-19
Clear Harbor Asset Management, LLC
DECREASED
Shares4,047 from 4,271
Change-224 (-5%)
Value$638.8K (-$31.6K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares4,045 from 4,036
Change+9 (+0%)
Value$638.6K (+$5.1K)
Filed 2026-10-30
Riverbend Wealth Management, LLC
INCREASED
Shares4,033 from 2,950
Change+1,083 (+37%)
Value$636.5K (+$173.6K)
Filed 2026-10-15
Traynor Capital Management, Inc.
INCREASED
Shares4,024 from 3,265
Change+759 (+23%)
Value$635.2K (+$122.8K)
Filed 2026-10-29
Forum Financial Management, LP
INCREASED
Shares4,006 from 3,410
Change+596 (+17%)
Value$632.4K (+$97.2K)
Filed 2026-10-16
BAR Harbor Wealth Management
NEW
Shares4,000
Change+4,000
Value$631.4K
Filed 2026-10-21
Curbstone Financial Management Corp
DECREASED
Shares4,000 from 4,100
Change-100 (-2%)
Value$631.4K (-$12.1K)
Filed 2026-10-21
Lighthouse Financial LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$631.4K (+$3.6K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
UNCHANGED
Shares3,974 from 3,974
Change0 (0%)
Value$627.3K (+$3.6K)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares3,933 from 5,358
Change-1,425 (-27%)
Value$620.7K (-$223.8K)
Filed 2026-10-26
James Investment Research, Inc.
DECREASED
Shares3,902 from 12,387
Change-8,485 (-68%)
Value$615.9K (-$1.3M)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares3,889 from 3,474
Change+415 (+12%)
Value$613.8K (+$68.6K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares3,884 from 3,986
Change-102 (-3%)
Value$612.6K (-$13.0K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares3,876 from 3,196
Change+680 (+21%)
Value$611.9K (+$110.3K)
Filed 2026-10-21
First Pacific Financial
INCREASED
Shares3,852 from 3,842
Change+10 (+0%)
Value$608.0K (+$5.0K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares3,804 from 3,924
Change-120 (-3%)
Value$600.4K (-$15.4K)
Filed 2026-10-26
DSG Capital Advisors, LLC
DECREASED
Shares3,803 from 4,035
Change-232 (-6%)
Value$600.3K (-$32.3K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares3,777 from 3,772
Change+5 (+0%)
Value$596.2K (+$4.2K)
Filed 2026-10-21
L. Roy Papp & Associates, LLP
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$594.8K (+$3.5K)
Filed 2026-10-21
Harmony Asset Management LLC
INCREASED
Shares3,739 from 3,675
Change+64 (+2%)
Value$590.2K (+$13.3K)
Filed 2026-10-20
Shade Tree Advisors LLC
INCREASED
Shares3,719 from 1,362
Change+2,357 (+173%)
Value$587.0K (+$373.3K)
Filed 2026-10-22
Ballast Financial Advisors LLC
INCREASED
Shares3,711 from 3,690
Change+21 (+1%)
Value$585.8K (+$6.6K)
Filed 2026-10-26
BOS Asset Management, LLC
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$581.7K (+$3.3K)
Filed 2026-10-09
Gutierrez Wealth Advisory, LLC
INCREASED
Shares3,684 from 3,651
Change+33 (+1%)
Value$581.6K (+$8.6K)
Filed 2026-11-02
AMG National Trust Bank
DECREASED
Shares3,679 from 4,362
Change-683 (-16%)
Value$580.7K (-$103.9K)
Filed 2026-11-05
Tenon Financial LLC
NEW
Shares3,626
Change+3,626
Value$572.4K
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,619 from 3,651
Change-32 (-1%)
Value$571.3K (-$1.8K)
Filed 2026-10-27
Optima Capital LLC
DECREASED
Shares3,568 from 3,627
Change-59 (-2%)
Value$563.3K (-$6.0K)
Filed 2026-10-29
Tactive Advisors, LLC
INCREASED
Shares3,563 from 3,562
Change+1 (+0%)
Value$562.4K (+$3.3K)
Filed 2026-10-08
Columbus Macro, LLC
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$562.1K (+$3.2K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares3,536 from 3,198
Change+338 (+11%)
Value$558.2K (+$56.3K)
Filed 2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares3,532 from 3,659
Change-127 (-3%)
Value$557.6K (-$16.8K)
Filed 2026-10-16
Hanson & Doremus Investment Management
INCREASED
Shares3,513 from 3,435
Change+78 (+2%)
Value$555 (-$538.4K)
Filed 2026-10-16
Formidable Asset Management, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$549.3K (+$65.2K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares3,469 from 2,792
Change+677 (+24%)
Value$550.7K (+$112.5K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,458 from 2,946
Change+512 (+17%)
Value$545.8K (+$83.4K)
Filed 2026-11-02
Old National Bancorp
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$544.4K (+$3.1K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares3,438 from 3,281
Change+157 (+5%)
Value$542.7K (+$27.8K)
Filed 2026-11-03
SimpliFi, Inc.
INCREASED
Shares3,421 from 2,110
Change+1,311 (+62%)
Value$540.0K (+$208.8K)
Filed 2026-10-28
Rinkey Investments
DECREASED
Shares3,420 from 3,435
Change-15 (0%)
Value$539.8K (+$724)
Filed 2026-10-28
Perennial Advisors, LLC
DECREASED
Shares3,389 from 3,405
Change-16 (0%)
Value$535.0K (+$539)
Filed 2026-10-13
Burton Enright Welch
INCREASED
Shares3,377 from 3,189
Change+188 (+6%)
Value$533.0K (+$32.5K)
Filed 2026-11-04
Addis & Hill, Inc
UNCHANGED
Shares3,368 from 3,368
Change0 (0%)
Value$528.5K ($0)
Filed 2026-10-19
AUA Capital Management, LLC
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$527.7K (+$3.0K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares3,330 from 3,326
Change+4 (+0%)
Value$525.6K (+$3.6K)
Filed 2026-11-06
G&S Capital LLC
DECREASED
Shares3,297 from 3,901
Change-604 (-15%)
Value$520.4K (-$91.8K)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares3,281 from 2,578
Change+703 (+27%)
Value$517.9K (+$113.3K)
Filed 2026-11-05
Dala Group, LLC
INCREASED
Shares3,240 from 2,297
Change+943 (+41%)
Value$511.4K (+$151.0K)
Filed 2026-10-29
SmartHarvest Portfolios, LLC
INCREASED
Shares3,232 from 2,947
Change+285 (+10%)
Value$510.2K (+$47.6K)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED
Shares3,232 from 3,332
Change-100 (-3%)
Value$510.2K (-$12.8K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,210 from 3,155
Change+55 (+2%)
Value$506.7K (+$11.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares3,208 from 3,415
Change-207 (-6%)
Value$506.3K (-$26.8K)
Filed 2026-11-02
J. Safra Sarasin Holding AG
DECREASED
Shares3,171 from 3,260
Change-89 (-3%)
Value$500.5K (-$11.3K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares3,165 from 4,281
Change-1,116 (-26%)
Value$499.6K (-$172.3K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares3,159 from 3,127
Change+32 (+1%)
Value$498.7K (+$7.9K)
Filed 2026-10-07
Kesler, Norman & Wride, LLC
INCREASED
Shares3,145 from 2,730
Change+415 (+15%)
Value$496.5K (+$68.0K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,143 from 2,748
Change+395 (+14%)
Value$496.1K (+$64.8K)
Filed 2026-10-21
Quattro Financial Advisors LLC
NEW
Shares3,122
Change+3,122
Value$492.8K
Filed 2026-10-15
Johnson Bixby & Associates, LLC
INCREASED
Shares3,114 from 3,111
Change+3 (+0%)
Value$491.5K (+$3.2K)
Filed 2026-10-14
Paragon Advisors, LLC
INCREASED
Shares3,065 from 1,546
Change+1,519 (+98%)
Value$483.8K (+$241.2K)
Filed 2026-11-03
Ridgepath Capital Management LLC
DECREASED
Shares3,037 from 25,040
Change-22,003 (-88%)
Value$479.4K (-$3.5M)
Filed 2026-10-29
Resonant Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$473.6K (+$2.7K)
Filed 2026-10-15
Montag A & Associates Inc
INCREASED
Shares2,998 from 2,820
Change+178 (+6%)
Value$473.2K (+$30.6K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
DECREASED
Shares2,995 from 3,177
Change-182 (-6%)
Value$472.8K (-$25.9K)
Filed 2026-10-05
Tillman Hartley LLC
DECREASED
Shares2,988 from 3,095
Change-107 (-3%)
Value$471.8K (-$14.1K)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares2,984 from 3,064
Change-80 (-3%)
Value$471.0K (-$9.9K)
Filed 2026-11-05
Seven Mile Advisory
INCREASED
Shares2,961 from 2,958
Change+3 (+0%)
Value$467.5K (+$3.1K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares2,934 from 2,803
Change+131 (+5%)
Value$463.2K (+$23.2K)
Filed 2026-10-08
Gryphon Financial Partners LLC
INCREASED
Shares2,868 from 2,867
Change+1 (+0%)
Value$452.7K (+$2.7K)
Filed 2026-11-04
Financial & Tax Architects, LLC
DECREASED
Shares2,855 from 5,486
Change-2,631 (-48%)
Value$450.6K (-$410.3K)
Filed 2026-10-15
ETF Portfolio Partners, Inc.
INCREASED
Shares2,834 from 2,675
Change+159 (+6%)
Value$447.3K (+$27.5K)
Filed 2026-10-22
Cypress Wealth Services, LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$453.5K (+$10.7K)
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares2,797 from 2,220
Change+577 (+26%)
Value$441.5K (+$93.1K)
Filed 2026-11-06
Nilsine Partners, LLC
NEW
Shares2,770
Change+2,770
Value$437.2K
Filed 2026-11-02
Courier Capital LLC
INCREASED
Shares2,764 from 2,751
Change+13 (+0%)
Value$436.4K (+$4.5K)
Filed 2026-10-19
Essential Partners LLC
DECREASED
Shares2,758 from 3,069
Change-311 (-10%)
Value$435.4K (-$46.2K)
Filed 2026-10-14
Boston Standard Wealth Management, LLC
DECREASED
Shares2,732 from 2,768
Change-36 (-1%)
Value$431.3K (-$2.2K)
Filed 2026-10-07
Fiduciary Advisors, Inc.
INCREASED
Shares2,723 from 2,708
Change+15 (+1%)
Value$429.9K (+$4.9K)
Filed 2026-10-16
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,710 from 2,703
Change+7 (+0%)
Value$427.7K (+$3.5K)
Filed 2026-11-05
Prosperity Planning, Inc.
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$427.7K (+$2.4K)
Filed 2026-10-09
Capital Planning LLC
INCREASED
Shares2,709 from 1,814
Change+895 (+49%)
Value$427.7K (+$142.9K)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
INCREASED
Shares2,675 from 1,593
Change+1,082 (+68%)
Value$422.3K (+$172.3K)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares2,672 from 2,533
Change+139 (+5%)
Value$421.8K (+$24.3K)
Filed 2026-10-27
Avantax Planning Partners, Inc.
DECREASED
Shares2,640 from 3,546
Change-906 (-26%)
Value$416.7K (-$139.8K)
Filed 2026-11-03
Smith Salley Wealth Management
UNCHANGED
Shares2,637 from 2,637
Change0 (0%)
Value$416.3K (+$2.4K)
Filed 2026-11-03
MontVue Capital Management, Inc.
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$415.8K (+$2.4K)
Filed 2026-10-19
RAM Investment Partners, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$415.4K (+$2.4K)
Filed 2026-10-21
Virtue Capital Management, LLC
NEW
Shares2,630
Change+2,630
Value$415.1K
Filed 2026-10-29
Boston Trust Walden Corp
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$414.4K (+$2.4K)
Filed 2026-10-30
Lutz Financial Services LLC
DECREASED
Shares2,613 from 3,098
Change-485 (-16%)
Value$412.4K (-$73.8K)
Filed 2026-11-06
Waller Financial Planning Group, Inc
INCREASED
Shares2,594 from 2,531
Change+63 (+2%)
Value$409.4K (+$12.2K)
Filed 2026-10-07
Xena Financial Planning, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$408.0K (+$2.3K)
Filed 2026-10-13
M Wealth Management, LLC
DECREASED
Shares2,549 from 2,558
Change-9 (0%)
Value$402.4K (+$971)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,543 from 2,572
Change-29 (-1%)
Value$401.5K (-$2.2K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares2,538 from 2,924
Change-386 (-13%)
Value$400.7K (-$58.2K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares2,536 from 2,535
Change+1 (+0%)
Value$400.3K (+$2.4K)
Filed 2026-11-03
Arcadia Investment Advisors LLC
DECREASED
Shares2,535 from 2,572
Change-37 (-1%)
Value$400.2K (-$3.5K)
Filed 2026-10-13
West Financial Advisors, LLC
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$400.2K (+$2.3K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares2,530 from 2,277
Change+253 (+11%)
Value$399.4K (+$42.1K)
Filed 2026-10-19
Financial Planning Navigators Corp
DECREASED
Shares2,526 from 3,083
Change-557 (-18%)
Value$398.7K (-$85.1K)
Filed 2026-10-14
Nikulski Financial, Inc.
DECREASED
Shares2,512 from 3,208
Change-696 (-22%)
Value$396.5K (-$107.0K)
Filed 2026-11-06
RS Crum Inc.
DECREASED
Shares2,510 from 3,060
Change-550 (-18%)
Value$396.2K (-$84.1K)
Filed 2026-10-19
Rebalance, LLC
DECREASED
Shares2,502 from 2,624
Change-122 (-5%)
Value$395.0K (-$16.9K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares2,492 from 2,136
Change+356 (+17%)
Value$393.4K (+$58.1K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
NEW
Shares2,488
Change+2,488
Value$392.7K
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,485 from 2,479
Change+6 (+0%)
Value$392.2K (+$3.2K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,476 from 2,470
Change+6 (+0%)
Value$390.9K (+$3.2K)
Filed 2026-10-28
Evolution Advisers, Inc.
INCREASED
Shares2,462 from 2,454
Change+8 (+0%)
Value$388.6K (+$3.6K)
Filed 2026-11-06
Wetzel Investment Advisors, Inc.
DECREASED
Shares2,452 from 2,464
Change-12 (0%)
Value$387.0K (+$323)
Filed 2026-10-13
WealthSpring Partners, LLC
DECREASED
Shares2,424 from 3,333
Change-909 (-27%)
Value$382.6K (-$140.6K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
INCREASED
Shares2,424 from 2,221
Change+203 (+9%)
Value$386.6K (+$38.0K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares2,397 from 2,397
Change0 (0%)
Value$378.3K (+$2.2K)
Filed 2026-10-07
Uptick Partners, LLC
INCREASED
Shares2,395 from 2,260
Change+135 (+6%)
Value$378.0K (+$23.2K)
Filed 2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares2,383 from 2,847
Change-464 (-16%)
Value$376.2K (-$70.7K)
Filed 2026-10-28
CPR Investments Inc.
DECREASED
Shares2,357 from 3,341
Change-984 (-29%)
Value$372.1K (-$152.4K)
Filed 2026-10-26
Arlington Financial Advisors, LLC
NEW
Shares2,354
Change+2,354
Value$371.6K
Filed 2026-10-19
Hohimer Wealth Management, LLC
INCREASED
Shares2,340 from 2,337
Change+3 (+0%)
Value$369.3K (+$2.5K)
Filed 2026-11-04
Cynosure Group, LLC
INCREASED
Shares2,326 from 2,322
Change+4 (+0%)
Value$367.3K (+$2.9K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares2,318 from 2,315
Change+3 (+0%)
Value$365.9K (+$2.6K)
Filed 2026-10-22
Ferguson Johnson Wealth Management Inc
INCREASED
Shares2,295 from 2,289
Change+6 (+0%)
Value$362.3K (+$3.3K)
Filed 2026-11-05
Total Investment Management Inc
NEW
Shares2,294
Change+2,294
Value$362.2K
Filed 2026-10-22
Sage Capital Advisors,llc
INCREASED
Shares2,290 from 2,028
Change+262 (+13%)
Value$361.4K (+$43.0K)
Filed 2026-10-13
Vista Finance, LLC
INCREASED
Shares2,285 from 2,065
Change+220 (+11%)
Value$360.7K (+$36.6K)
Filed 2026-10-23
Algorithmic Investment Models, LLC
INCREASED
Shares2,285 from 2,262
Change+23 (+1%)
Value$360.7K (+$5.7K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares2,283 from 2,189
Change+94 (+4%)
Value$360.3K (+$16.7K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares2,277 from 2,276
Change+1 (+0%)
Value$359.4K (+$2.1K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares2,272 from 2,367
Change-95 (-4%)
Value$355.6K (-$15.8K)
Filed 2026-10-30
First Community Trust NA
DECREASED
Shares2,238 from 2,415
Change-177 (-7%)
Value$353.3K (-$25.8K)
Filed 2026-10-07
Maseco LLP
INCREASED
Shares2,232 from 2,231
Change+1 (+0%)
Value$352.3K (+$2.1K)
Filed 2026-10-27
JP Wealth Management, Inc.
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$352.0K (+$2.0K)
Filed 2026-10-07
Summit Global Investments
INCREASED
Shares2,225 from 2,209
Change+16 (+1%)
Value$351 (-$346.6K)
Filed 2026-10-28
Gemmer Asset Management LLC
NEW
Shares2,219
Change+2,219
Value$350.3K
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares2,212 from 2,211
Change+1 (+0%)
Value$349.1K (+$2.0K)
Filed 2026-10-22
AdvisorNet Financial, Inc
DECREASED
Shares2,200 from 3,174
Change-974 (-31%)
Value$346.9K (-$151.3K)
Filed 2026-10-15
Mindset Wealth Management, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$347.3K (+$2.0K)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares2,199 from 2,194
Change+5 (+0%)
Value$347.1K (+$2.8K)
Filed 2026-10-23
Cannon Financial Strategists, Inc.
INCREASED
Shares2,180 from 1,685
Change+495 (+29%)
Value$344.1K (+$79.7K)
Filed 2026-10-19
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$341.7K (+$1.9K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
INCREASED
Shares2,157 from 2,152
Change+5 (+0%)
Value$340.5K (+$2.8K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares2,157 from 2,157
Change0 (0%)
Value$340.5K (+$1.9K)
Filed 2026-10-30
TruNorth Capital Management, LLC
INCREASED
Shares2,149 from 2,143
Change+6 (+0%)
Value$339.2K (+$2.9K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares2,146 from 2,174
Change-28 (-1%)
Value$338.7K (-$2.5K)
Filed 2026-10-27
Bedel Financial Consulting, Inc.
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$337.8K (+$1.9K)
Filed 2026-11-06
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares2,132 from 2,126
Change+6 (+0%)
Value$336.6K (+$2.8K)
Filed 2026-10-19
Equitable Trust Co
UNCHANGED
Shares2,132 from 2,132
Change0 (0%)
Value$336.5K (+$1.9K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
INCREASED
Shares2,128 from 2,115
Change+13 (+1%)
Value$335.9K (+$4.0K)
Filed 2026-10-27
United Wealth Management, LLC
DECREASED
Shares2,128 from 2,139
Change-11 (-1%)
Value$335.9K (+$189)
Filed 2026-10-30
Buckhead Capital Management LLC
DECREASED
Shares2,103 from 2,121
Change-18 (-1%)
Value$331.9K (-$1.1K)
Filed 2026-11-03
Matisse Capital
UNCHANGED
Shares2,085 from 2,085
Change0 (0%)
Value$329.1K (+$1.9K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares2,054 from 2,050
Change+4 (+0%)
Value$324.2K (+$2.5K)
Filed 2026-10-20
Frankly Finances, LLC
INCREASED
Shares2,052 from 2,026
Change+26 (+1%)
Value$323.9K (+$5.9K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares2,047 from 2,042
Change+5 (+0%)
Value$323.1K (+$2.7K)
Filed 2026-10-26
Powerhouse Assets LLC
INCREASED
Shares2,047 from 2,045
Change+2 (+0%)
Value$323.2K (+$2.2K)
Filed 2026-10-19
DecisionPoint Financial, LLC
DECREASED
Shares2,039 from 2,048
Change-9 (0%)
Value$321.8K (+$2.1K)
Filed 2026-10-27
Garde Capital, Inc.
INCREASED
Shares2,033 from 1,918
Change+115 (+6%)
Value$320.8K (+$19.8K)
Filed 2026-10-29
Thrive Wealth Management, LLC
DECREASED
Shares2,018 from 3,109
Change-1,091 (-35%)
Value$318.5K (-$169.4K)
Filed 2026-10-13
Zega Investments, LLC
INCREASED
Shares2,010 from 1,707
Change+303 (+18%)
Value$317.3K (+$49.5K)
Filed 2026-11-04
Certuity, LLC
DECREASED
Shares2,002 from 2,094
Change-92 (-4%)
Value$316.0K (-$12.6K)
Filed 2026-11-02
Citizens & Northern Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$315.7K (+$1.8K)
Filed 2026-11-06
King Luther Capital Management Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$315.7K (+$1.8K)
Filed 2026-11-05
Oliver Luxxe Assets LLC
INCREASED
Shares1,987 from 1,980
Change+7 (+0%)
Value$313.6K (+$2.9K)
Filed 2026-10-14
Tranquility Partners, LLC
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$313.6K (+$1.8K)
Filed 2026-10-20
Argonautica Private Wealth Management, Inc
DECREASED
Shares1,977 from 1,988
Change-11 (-1%)
Value$312.1K (+$53)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
INCREASED
Shares1,974 from 1,803
Change+171 (+9%)
Value$311.6K (+$28.6K)
Filed 2026-10-29
Directional Asset Management
INCREASED
Shares1,974 from 1,970
Change+4 (+0%)
Value$311.6K (+$2.4K)
Filed 2026-10-22
Imc-Chicago, LLC
INCREASED
Shares1,967 from 1,277
Change+690 (+54%)
Value$310.5K (+$110.1K)
Filed 2026-11-05
Squire Investment Management Company, LLC
NEW
Shares1,948
Change+1,948
Value$307.5K
Filed 2026-11-03
Klaas Financial Asset Advisors, LLC
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$306.4K (+$1.7K)
Filed 2026-10-19
PTM Wealth Management, LLC
INCREASED
Shares1,931 from 1,926
Change+5 (+0%)
Value$310.3K (+$13.3K)
Filed 2026-10-23
Meridian Wealth Management, LLC
NEW
Shares1,914
Change+1,914
Value$302.1K
Filed 2026-11-05
Everhart Financial Group, Inc.
DECREASED
Shares1,885 from 1,891
Change-6 (0%)
Value$297.6K (+$755)
Filed 2026-10-08
Mallini Complete Financial Planning LLC
INCREASED
Shares1,848 from 1,627
Change+221 (+14%)
Value$291.7K (+$36.4K)
Filed 2026-10-06
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$291.1K (+$1.7K)
Filed 2026-10-27
Cypress Capital, LLC
INCREASED
Shares1,842 from 1,810
Change+32 (+2%)
Value$290.8K (+$6.7K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,838 from 1,311
Change+527 (+40%)
Value$290.1K (+$84.4K)
Filed 2026-11-04
Independent Wealth Network Inc.
INCREASED
Shares1,834 from 1,780
Change+54 (+3%)
Value$289.4K (+$10.1K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares1,826 from 1,773
Change+53 (+3%)
Value$288.3K (+$10.1K)
Filed 2026-11-04
eCIO, Inc.
INCREASED
Shares1,826 from 1,821
Change+5 (+0%)
Value$293.4K (+$7.6K)
Filed 2026-11-02
Pacific Sage Partners, LLC
DECREASED
Shares1,819 from 1,981
Change-162 (-8%)
Value$287.1K (-$23.8K)
Filed 2026-10-21
Flagship Private Wealth, LLC
DECREASED
Shares1,800 from 2,335
Change-535 (-23%)
Value$284.1K (-$82.3K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares1,788 from 2,143
Change-355 (-17%)
Value$282.2K (-$54.1K)
Filed 2026-11-03
RTD Financial Advisors, Inc.
DECREASED
Shares1,766 from 1,880
Change-114 (-6%)
Value$278.7K (-$16.3K)
Filed 2026-10-09
Objective Capital Management, LLC
INCREASED
Shares1,754 from 1,753
Change+1 (+0%)
Value$276.8K (+$1.7K)
Filed 2026-10-13
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$271.5K (+$1.5K)
Filed 2026-10-29
Matauro, LLC
NEW
Shares1,719
Change+1,719
Value$271.3K
Filed 2026-11-03
Financial Consulate, Inc
INCREASED
Shares1,713 from 1,708
Change+5 (+0%)
Value$270.3K (+$2.2K)
Filed 2026-10-23
Strid Group, LLC
INCREASED
Shares1,705 from 1,703
Change+2 (+0%)
Value$269.2K (+$1.9K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares1,698 from 1,654
Change+44 (+3%)
Value$268.0K (+$8.5K)
Filed 2026-10-13
Columbia Asset Management
INCREASED
Shares1,695 from 1,570
Change+125 (+8%)
Value$267.6K (+$21.1K)
Filed 2026-10-19
Point Nemo Capital, LLC
INCREASED
Shares1,688 from 1,683
Change+5 (+0%)
Value$266.4K (+$2.2K)
Filed 2026-11-03
Ascent Group, LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$266.1K (+$1.5K)
Filed 2026-10-30
3Edge Asset Management, LP
DECREASED
Shares1,680 from 421,666
Change-419,986 (-100%)
Value$265.2K (-$65.9M)
Filed 2026-10-30
Harrell Investment Partners, LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$264.2K (+$1.5K)
Filed 2026-10-15
Welch Group, LLC
INCREASED
Shares1,670 from 1,662
Change+8 (+0%)
Value$263.6K (+$2.7K)
Filed 2026-10-29
Appalachian Capital Management Ltd
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$261.6K (+$1.5K)
Filed 2026-10-14
Golden Bell Financial Planning LLC
INCREASED
Shares1,650 from 1,605
Change+45 (+3%)
Value$260.5K (+$8.6K)
Filed 2026-11-02
Professional Financial Advisors, LLC
NEW
Shares1,647
Change+1,647
Value$260.0K
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares1,645 from 1,445
Change+200 (+14%)
Value$259.7K (+$32.9K)
Filed 2026-10-29
Confluence Wealth Services, Inc.
NEW
Shares1,632
Change+1,632
Value$257.5K
Filed 2026-11-05
Five Oceans Advisors
DECREASED
Shares1,631 from 5,215
Change-3,584 (-69%)
Value$257.5K (-$561.0K)
Filed 2026-10-22
Maltin Wealth Management, Inc.
DECREASED
Shares1,628 from 1,748
Change-120 (-7%)
Value$257.0K (-$17.3K)
Filed 2026-10-13
Purkiss Capital Advisors LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$257.0K (+$1.5K)
Filed 2026-11-06
Euro Pacific Asset Management, LLC
NEW
Shares1,626
Change+1,626
Value$256.7K
Filed 2026-11-03
USAdvisors Wealth Management, LLC
INCREASED
Shares1,615 from 1,613
Change+2 (+0%)
Value$254 (-$252.7K)
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares1,611 from 1,622
Change-11 (-1%)
Value$243.9K (-$16.0K)
Filed 2026-11-06
Guyasuta Investment Advisors Inc
DECREASED
Shares1,605 from 1,621
Change-16 (-1%)
Value$253.3K (-$1.1K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares1,601 from 1,537
Change+64 (+4%)
Value$252.7K (+$11.5K)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares1,585 from 1,954
Change-369 (-19%)
Value$250.1K (-$56.5K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
INCREASED
Shares1,584 from 1,559
Change+25 (+2%)
Value$250.0K (+$5.3K)
Filed 2026-10-22
Encompass More Asset Management
INCREASED
Shares1,581 from 1,577
Change+4 (+0%)
Value$249.6K (+$2.0K)
Filed 2026-10-16
Oath Planning, LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$249.6K (+$1.4K)
Filed 2026-10-20
JDH Wealth Management, LLC
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$249.1K (+$1.4K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares1,573
Change+1,573
Value$248.3K
Filed 2026-11-05
Your Advocates Ltd., LLP
INCREASED
Shares1,571 from 1,412
Change+159 (+11%)
Value$248.0K (+$26.4K)
Filed 2026-11-03
Retiremitten Financial LLC
NEW
Shares1,569
Change+1,569
Value$248.4K
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,569 from 1,671
Change-102 (-6%)
Value$247.6K (-$14.7K)
Filed 2026-10-21
Palisade Asset Management, LLC
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$246.1K (+$1.5K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares1,553
Change+1,553
Value$245.1K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares1,553
Change+1,553
Value$245.1K
Filed 2026-10-14
Phillip James Consulting Co.
DECREASED
Shares1,547 from 1,565
Change-18 (-1%)
Value$244.2K (-$1.4K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,545 from 1,541
Change+4 (+0%)
Value$243.8K (+$2.0K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
NEW
Shares1,541
Change+1,541
Value$243.2K
Filed 2026-10-29
Founders Financial Securities LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$243.2K (+$1.4K)
Filed 2026-10-28
Pacific Asset Management, LLC
NEW
Shares1,524
Change+1,524
Value$240.6K
Filed 2026-10-15
Kraft, Davis & Associates, LLC
DECREASED
Shares1,522 from 1,573
Change-51 (-3%)
Value$239.6K (-$4.9K)
Filed 2026-10-21
Lpwm LLC
INCREASED
Shares1,511 from 1,506
Change+5 (+0%)
Value$238.6K (+$2.2K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares1,510 from 1,418
Change+92 (+6%)
Value$238.4K (+$15.8K)
Filed 2026-10-29
Gibbs Wealth Management
DECREASED
Shares1,507 from 3,495
Change-1,988 (-57%)
Value$237.9K (-$310.7K)
Filed 2026-10-22
First Command Advisory Services, Inc.
NEW
Shares1,506
Change+1,506
Value$237.7K
Filed 2026-11-05
Bath Savings Trust Co
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$236.8K (+$1.4K)
Filed 2026-10-07
Klingman & Associates, LLC
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$234.9K (+$1.3K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
NEW
Shares1,467
Change+1,467
Value$231.6K
Filed 2026-11-04
Range Financial Group LLC
INCREASED
Shares1,462 from 1,458
Change+4 (+0%)
Value$230.7K (+$1.9K)
Filed 2026-10-21
Red Mountain Financial, LLC
INCREASED
Shares1,453 from 1,450
Change+3 (+0%)
Value$229.4K (+$1.9K)
Filed 2026-11-03
Cabot-Wellington, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$228.1K (+$1.3K)
Filed 2026-11-02
TFC Financial Management, Inc.
INCREASED
Shares1,438 from 1,436
Change+2 (+0%)
Value$226.9K (+$1.6K)
Filed 2026-10-26
Hurlow Wealth Management Group, Inc.
INCREASED
Shares1,412 from 1,387
Change+25 (+2%)
Value$222.9K (+$5.2K)
Filed 2026-10-29
Beacon Financial Strategies Corp
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$222.0K (+$1.3K)
Filed 2026-10-14
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$221.6K (+$1.3K)
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares1,401 from 1,300
Change+101 (+8%)
Value$221.0K (+$18.2K)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares1,400 from 1,480
Change-80 (-5%)
Value$221.0K (-$11.3K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED
Shares1,398 from 1,398
Change0 (0%)
Value$220.6K (+$1.3K)
Filed 2026-10-30
Trinity Financial Advisors LLC
INCREASED
Shares1,396 from 1,344
Change+52 (+4%)
Value$220.4K (+$9.5K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$218.3K (+$1.2K)
Filed 2026-10-16
Donalies Financial Planning, LLC
INCREASED
Shares1,373 from 1,355
Change+18 (+1%)
Value$216.7K (+$4.1K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$216.7K (+$1.2K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares1,358 from 1,377
Change-19 (-1%)
Value$214.4K (-$1.8K)
Filed 2026-10-15
Grantvest Financial Group LLC
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$212.9K (+$1.2K)
Filed 2026-10-21
Penobscot Wealth Management
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$211.8K (+$1.2K)
Filed 2026-10-21
Weitzel Financial Services, Inc.
INCREASED
Shares1,337 from 1,291
Change+46 (+4%)
Value$212.6K (+$11.6K)
Filed 2026-10-16
Topel & Distasi Wealth Management, LLC
NEW
Shares1,335
Change+1,335
Value$210.7K
Filed 2026-11-05
One Way Holdings LLC
NEW
Shares1,330
Change+1,330
Value$209.9K
Filed 2026-10-29
Private Client Services, LLC
NEW
Shares1,325
Change+1,325
Value$209.2K
Filed 2026-10-02
Connecticut Wealth Management, LLC
INCREASED
Shares1,320 from 1,274
Change+46 (+4%)
Value$208.3K (+$8.3K)
Filed 2026-10-13
Rakuten Securities, Inc.
DECREASED
Shares1,317 from 1,676
Change-359 (-21%)
Value$207.9K (-$55.2K)
Filed 2026-11-02
Soltis Investment Advisors LLC
DECREASED
Shares1,311 from 1,905
Change-594 (-31%)
Value$206.9K (-$92.1K)
Filed 2026-10-28
Legacy Advisors, LLC
DECREASED
Shares1,309 from 1,960
Change-651 (-33%)
Value$206.6K (-$101.0K)
Filed 2026-10-19
Wright Wealth LLC
NEW
Shares1,299
Change+1,299
Value$205.0K
Filed 2026-10-29
Archer Investment Management, LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$203.8K (+$1.2K)
Filed 2026-10-13
Private Advisory Group LLC
NEW
Shares1,279
Change+1,279
Value$201.8K
Filed 2026-11-06
Compass Financial Management LLC
INCREASED
Shares1,274 from 1,096
Change+178 (+16%)
Value$201.1K (+$25.4K)
Filed 2026-10-30
Sapient Capital LLC
NEW
Shares1,272
Change+1,272
Value$200.9K
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares1,249 from 129
Change+1,120 (+868%)
Value$197.2K (+$176.9K)
Filed 2026-10-29
Rossmore Private Capital
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$196.5K (+$1.1K)
Filed 2026-10-27
BigSur Wealth Management LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$195.7K (+$1.1K)
Filed 2026-10-13
Align Financial, LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$195.0K (+$1.1K)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$192.4K (+$1.1K)
Filed 2026-10-05
Meriwether Wealth & Planning, LLC
NEW
Shares1,195
Change+1,195
Value$188.6K
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$178.4K (+$1.0K)
Filed 2026-10-15
NBH Bank
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$177.0K (+$1.0K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
NEW
Shares1,113
Change+1,113
Value$175.7K
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares1,034 from 1,016
Change+18 (+2%)
Value$163.3K (+$3.9K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares956
Change+956
Value$150.9K
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares949 from 1,270
Change-321 (-25%)
Value$149.9K (-$49.5K)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares924 from 897
Change+27 (+3%)
Value$145.9K (+$5.0K)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares915 from 98
Change+817 (+834%)
Value$144.9K (+$129.5K)
Filed 2026-10-16
Center for Financial Planning, Inc.
INCREASED
Shares911 from 891
Change+20 (+2%)
Value$143.8K (+$4.0K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares875
Change+875
Value$138.1K
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$137.5K (+$784)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares829
Change+829
Value$130.9K
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares810 from 809
Change+1 (+0%)
Value$127.8K (+$784)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares778 from 779
Change-1 (0%)
Value$122.9K (+$539)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares757 from 502
Change+255 (+51%)
Value$119.4K (+$40.7K)
Filed 2026-11-05
Entrust Financial LLC
INCREASED
Shares740 from 718
Change+22 (+3%)
Value$116.8K (+$4.1K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares735 from 641
Change+94 (+15%)
Value$116.0K (+$15.4K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares704
Change+704
Value$111.1K
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
NEW
Shares700
Change+700
Value$110.5K
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED
Shares680 from 641
Change+39 (+6%)
Value$107.3K (+$6.7K)
Filed 2026-10-15
Prudent Man Investment Management, Inc.
DECREASED
Shares639 from 1,172
Change-533 (-45%)
Value$100.9K (-$64.5K)
Filed 2026-11-03
10Elms LLP
DECREASED
Shares622 from 657
Change-35 (-5%)
Value$98.2K (-$5.0K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$98.1K (+$642)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares614 from 551
Change+63 (+11%)
Value$96.9K (+$10.4K)
Filed 2026-10-23
Westside Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$94.7K (+$540)
Filed 2026-11-02
SJS Investment Consulting Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$94.7K (+$540)
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$90.6K (+$517)
Filed 2026-10-26
Private Wealth Management Group, LLC
INCREASED
Shares568 from 536
Change+32 (+6%)
Value$89.6K (+$5.5K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares563 from 526
Change+37 (+7%)
Value$88.9K (+$6.3K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares559 from 435
Change+124 (+29%)
Value$88.2K (+$20.0K)
Filed 2026-11-05
Barrett & Company, Inc.
INCREASED
Shares558 from 533
Change+25 (+5%)
Value$88.1K (+$4.4K)
Filed 2026-10-22
Maryland Capital Advisors Inc.
INCREASED
Shares554 from 542
Change+12 (+2%)
Value$87.4K (+$2.4K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares546 from 545
Change+1 (+0%)
Value$86.3K (+$710)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares531 from 90
Change+441 (+490%)
Value$83.8K (+$69.7K)
Filed 2026-11-05
Decker Retirement Planning Inc.
NEW
Shares519
Change+519
Value$81.9K
Filed 2026-10-19
Fairscale Capital, LLC
NEW
Shares496
Change+496
Value$77.1K
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$75.9K (+$832)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares430 from 389
Change+41 (+11%)
Value$67.8K (+$6.7K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$67.1K (+$383)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$66.3K (+$378)
Filed 2026-10-05
Phillips Financial Management, LLC
DECREASED
Shares412 from 422
Change-10 (-2%)
Value$65.0K (-$1.2K)
Filed 2026-10-19
Sfam, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$59.5K (+$339)
Filed 2026-11-03
Wolff Wiese Magana LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$58.4K (+$333)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares328 from 284
Change+44 (+15%)
Value$52 (-$44.9K)
Filed 2026-11-04
Advantage Trust Co
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$51.6K (+$294)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$51.0K (+$291)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$47.4K (+$270)
Filed 2026-10-06
Ascentis Wealth Management, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$46.6K (+$265)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$46.1K (+$263)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares266 from 230
Change+36 (+16%)
Value$42.0K (+$5.9K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares262 from 256
Change+6 (+2%)
Value$41.3K (+$1.2K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$41.0K (+$234)
Filed 2026-10-05
GoalVest Advisory LLC
NEW
Shares253
Change+253
Value$39.9K
Filed 2026-10-02
Proathlete Wealth Management LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$38.4K (+$315)
Filed 2026-10-15
Evolution Wealth Management Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$38.2K (+$218)
Filed 2026-10-28
Fairway Wealth LLC
INCREASED
Shares234 from 233
Change+1 (+0%)
Value$36.9K (+$303)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$33.1K (+$189)
Filed 2026-10-30
Morling Financial Advisors, LLC
INCREASED
Shares203 from 202
Change+1 (+1%)
Value$32.0K (+$263)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$31.6K (+$180)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$30.8K (+$175)
Filed 2026-10-19
Nemes Rush Group LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$30.0K (+$246)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$29.9K (+$246)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$29.8K (+$170)
Filed 2026-10-16
Compass Wealth Management LLC
NEW
Shares176
Change+176
Value$27.8K
Filed 2026-10-22
WestEnd Advisors, LLC
INCREASED
Shares167 from 69
Change+98 (+142%)
Value$26.4K (+$15.6K)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$26.2K (+$150)
Filed 2026-10-23
Independence Bank of Kentucky
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$24.5K (+$140)
Filed 2026-10-26
Bayban
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$24.3K ($0)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares154 from 141
Change+13 (+9%)
Value$24.3K (+$2.1K)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$24.3K (+$138)
Filed 2026-10-29
Pathway Financial Advisers, LLC
NEW
Shares140
Change+140
Value$22.2K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$21.9K (+$180)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$21.3K (+$227)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares134
Change+134
Value$21.2K
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$20.8K (+$129)
Filed 2026-10-15
Fairman Group, LLC
DECREASED
Shares131 from 746
Change-615 (-82%)
Value$20.7K (-$96.5K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19.7K (+$113)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares122
Change+122
Value$19.3K
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$17.8K (+$102)
Filed 2026-10-21
Godsey & Gibb, Inc
DECREASED
Shares112 from 132
Change-20 (-15%)
Value$17.7K (-$3.0K)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$16.9K (+$138)
Filed 2026-10-30
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$16.7K (+$137)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
DECREASED
Shares105 from 2,741
Change-2,636 (-96%)
Value$16.6K (-$413.6K)
Filed 2026-10-28
Winch Advisory Services, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$16.2K (+$134)
Filed 2026-11-06
Hartford Financial Management Inc.
NEW
Shares95
Change+95
Value$15.0K
Filed 2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$15.0K (+$86)
Filed 2026-10-13
Evermay Wealth Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$15.0K (+$85)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
NEW
Shares85
Change+85
Value$13.5K
Filed 2026-11-04
Guardian Partners Inc.
INCREASED
Shares82 from 31
Change+51 (+165%)
Value$12.9K (+$8.1K)
Filed 2026-10-21
PayPay Securities Corp
INCREASED
Shares79 from 78
Change+1 (+1%)
Value$12.5K (+$228)
Filed 2026-10-27
Security National Bank
INCREASED
Shares76 from 34
Change+42 (+124%)
Value$12.0K (+$6.7K)
Filed 2026-10-26
Gold Investment Management Ltd.
INCREASED
Shares71 from 70
Change+1 (+1%)
Value$11.2K (+$222)
Filed 2026-10-19
4Thought Financial Group Inc.
INCREASED
Shares69 from 67
Change+2 (+3%)
Value$10.9K (+$328)
Filed 2026-11-02
Midwest Capital Advisors, LLC
NEW
Shares58
Change+58
Value$9.2K
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$8.2K (+$68)
Filed 2026-10-08
Joseph Group Capital Management
INCREASED
Shares44 from 32
Change+12 (+38%)
Value$6.9K (+$1.9K)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares35
Change+35
Value$5.5K
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares33 from 36
Change-3 (-8%)
Value$5.2K (-$441)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.2K (+$30)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares32
Change+32
Value$5.0K
Filed 2026-11-03
WPG Advisers, LLC
NEW
Shares32
Change+32
Value$5.0K
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.7K (+$27)
Filed 2026-10-01
Gen-Wealth Partners Inc
INCREASED
Shares29 from 26
Change+3 (+12%)
Value$4.6K (+$545)
Filed 2026-11-04
Toth Financial Advisory Corp
NEW
Shares27
Change+27
Value$4.3K
Filed 2026-10-08
Bfsg, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$4.1K (+$24)
Filed 2026-10-30
Trust Co of Toledo NA
NEW
Shares18
Change+18
Value$2.8K
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$2.8K (+$23)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.8K (+$16)
Filed 2026-10-06
Legacies Wealth LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.7K (+$15)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares16
Change+16
Value$2.5K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares16
Change+16
Value$2.5K
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
NEW
Shares14
Change+14
Value$2.2K
Filed 2026-10-05
Bell Investment Advisors, Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.3K (+$18)
Filed 2026-10-29
Catherine Avery Investment Management LLC
NEW
Shares13
Change+13
Value$2.1K
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (+$12)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.1K (+$12)
Filed 2026-10-20
Pillar Financial Advisors, LLC
DECREASED
Shares12 from 44
Change-32 (-73%)
Value$1.8K (-$5.1K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.3K (+$7)
Filed 2026-10-16
Nvwm, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (+$9)
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares6
Change+6
Value$947
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares6 from 10
Change-4 (-40%)
Value$947 (-$623)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$789 (+$4)
Filed 2026-11-04
RHL Group, LLC
NEW
Shares4
Change+4
Value$631
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$474 (+$3)
Filed 2026-10-22
DT Investment Partners, LLC
NEW
Shares2
Change+2
Value$316
Filed 2026-10-27
Wealth Analytics Partners, LLC
NEW
Shares1
Change+1
Value$165
Filed 2026-10-19
Atwood & Palmer Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$158 (+$2)
Filed 2026-10-08
Main Street Group, LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$158 (+$1)
Filed 2026-10-28
Fourpath Capital Management, LLC
CLOSED
Shares0 from 92,563
Change-92,563 (-100%)
Value$0 (-$14.5M)
Filed 2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 20,300
Change-20,300 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Certior Financial Group, LLC
CLOSED
Shares0 from 12,335
Change-12,335 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 11,351
Change-11,351 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Advisor OS, LLC
CLOSED
Shares0 from 8,650
Change-8,650 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
SteelPeak Wealth, LLC
CLOSED
Shares0 from 8,554
Change-8,554 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
TBH Global Asset Management, LLC
CLOSED
Shares0 from 6,730
Change-6,730 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Matrix Trust Co
CLOSED
Shares0 from 4,378
Change-4,378 (-100%)
Value$0 (-$687)
Filed 2026-10-07
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 3,471
Change-3,471 (-100%)
Value$0 (-$544.8K)
Filed 2026-11-02
Genus Capital Management Inc.
CLOSED
Shares0 from 2,417
Change-2,417 (-100%)
Value$0 (-$379.3K)
Filed 2026-11-04
Norden Group LLC
CLOSED
Shares0 from 2,387
Change-2,387 (-100%)
Value$0 (-$374.7K)
Filed 2026-10-20
Alliance Wealth Management Group
CLOSED
Shares0 from 2,365
Change-2,365 (-100%)
Value$0 (-$371.2K)
Filed 2026-10-29
Towercrest Capital Management
CLOSED
Shares0 from 2,365
Change-2,365 (-100%)
Value$0 (-$371.2K)
Filed 2026-10-23
Goldstein Advisors, LLC
CLOSED
Shares0 from 2,237
Change-2,237 (-100%)
Value$0 (-$351.1K)
Filed 2026-10-15
Sunpointe, LLC
CLOSED
Shares0 from 1,646
Change-1,646 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-22
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 1,588
Change-1,588 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 1,583
Change-1,583 (-100%)
Value$0 (-$248.5K)
Filed 2026-11-04
Financial Harvest, LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-15
Mission Financial Group, LLC
CLOSED
Shares0 from 1,365
Change-1,365 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-21
MPS Loria Financial Planners, LLC
CLOSED
Shares0 from 1,321
Change-1,321 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-14
Values Added Financial LLC
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-28
Rochester Wealth Strategies, LLC
CLOSED
Shares0 from 1,314
Change-1,314 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 738
Change-738 (-100%)
Value$0 (-$115.8K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$76.5K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$51.8K)
Filed 2026-10-13
Sims Investment Management, LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$46.8K)
Filed 2026-10-13
Belvedere Trading LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$44.6K)
Filed 2026-11-05
Highline Wealth Partners LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$43.9K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$19.3K)
Filed 2026-11-06
Friedenthal Financial
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-27
Pittenger & Anderson Inc
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-02
Community Financial Services Group, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
Albion Financial Group
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$489)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 10,646,703
Change-10,646,703 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 9,031,741
Change-9,031,741 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,330,835
Change-5,330,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,833,679
Change-4,833,679 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,970,012
Change-2,970,012 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,589,027
Change-2,589,027 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,491,748
Change-2,491,748 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,343,448
Change-2,343,448 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 2,106,020
Change-2,106,020 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,099,070
Change-2,099,070 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,481,252
Change-1,481,252 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,400,111
Change-1,400,111 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,394,823
Change-1,394,823 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 1,331,484
Change-1,331,484 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,243,489
Change-1,243,489 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,160,445
Change-1,160,445 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,126,075
Change-1,126,075 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 994,218
Change-994,218 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 967,468
Change-967,468 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 954,731
Change-954,731 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 948,998
Change-948,998 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 877,390
Change-877,390 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 876,239
Change-876,239 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 832,433
Change-832,433 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 815,552
Change-815,552 (-100%)
Value—
Nepc LLC
N/A
Shares— from 800,713
Change-800,713 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 756,025
Change-756,025 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 752,555
Change-752,555 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 739,897
Change-739,897 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 701,429
Change-701,429 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 677,714
Change-677,714 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 676,102
Change-676,102 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 664,465
Change-664,465 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 646,457
Change-646,457 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 630,139
Change-630,139 (-100%)
Value—
Wind River Trust Co
N/A
Shares— from 622,577
Change-622,577 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 615,494
Change-615,494 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 612,064
Change-612,064 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 606,900
Change-606,900 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 601,770
Change-601,770 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 565,546
Change-565,546 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 540,619
Change-540,619 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 530,329
Change-530,329 (-100%)
Value—
Prudential PLC
N/A
Shares— from 497,700
Change-497,700 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 472,232
Change-472,232 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 451,000
Change-451,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 447,498
Change-447,498 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 399,362
Change-399,362 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 389,261
Change-389,261 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 371,259
Change-371,259 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 363,966
Change-363,966 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 353,287
Change-353,287 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 348,399
Change-348,399 (-100%)
Value—
University of Chicago
N/A
Shares— from 329,142
Change-329,142 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 294,150
Change-294,150 (-100%)
Value—
Madrone Advisors, LLC
N/A
Shares— from 256,758
Change-256,758 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 238,938
Change-238,938 (-100%)
Value—
&partners
N/A
Shares— from 233,927
Change-233,927 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 226,605
Change-226,605 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 220,660
Change-220,660 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 217,779
Change-217,779 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 209,722
Change-209,722 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 209,500
Change-209,500 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 204,196
Change-204,196 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 192,757
Change-192,757 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 184,149
Change-184,149 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 180,212
Change-180,212 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 179,388
Change-179,388 (-100%)
Value—
FMR LLC
N/A
Shares— from 165,587
Change-165,587 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 165,271
Change-165,271 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 164,556
Change-164,556 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 157,056
Change-157,056 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 153,843
Change-153,843 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 144,882
Change-144,882 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 136,137
Change-136,137 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 134,512
Change-134,512 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 129,961
Change-129,961 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 129,762
Change-129,762 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 125,422
Change-125,422 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 123,122
Change-123,122 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 123,105
Change-123,105 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 120,028
Change-120,028 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 118,589
Change-118,589 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 118,306
Change-118,306 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 116,870
Change-116,870 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 116,560
Change-116,560 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 116,475
Change-116,475 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 114,948
Change-114,948 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 114,837
Change-114,837 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 113,750
Change-113,750 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 113,149
Change-113,149 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 108,515
Change-108,515 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 106,426
Change-106,426 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 105,217
Change-105,217 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 103,620
Change-103,620 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 103,368
Change-103,368 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 101,566
Change-101,566 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 100,723
Change-100,723 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 99,561
Change-99,561 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 97,932
Change-97,932 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 95,303
Change-95,303 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 92,835
Change-92,835 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 91,077
Change-91,077 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 89,779
Change-89,779 (-100%)
Value—
Stephens Inc
N/A
Shares— from 89,263
Change-89,263 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 88,904
Change-88,904 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 88,828
Change-88,828 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 87,030
Change-87,030 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 86,830
Change-86,830 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 86,803
Change-86,803 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 85,197
Change-85,197 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 84,429
Change-84,429 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,215
Change-83,215 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 81,747
Change-81,747 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 80,367
Change-80,367 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 77,814
Change-77,814 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 75,547
Change-75,547 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 75,367
Change-75,367 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 73,700
Change-73,700 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 72,923
Change-72,923 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 72,017
Change-72,017 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 69,616
Change-69,616 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 66,317
Change-66,317 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 66,101
Change-66,101 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 65,808
Change-65,808 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 64,804
Change-64,804 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 63,050
Change-63,050 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 62,824
Change-62,824 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 61,702
Change-61,702 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 61,627
Change-61,627 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 61,434
Change-61,434 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 60,197
Change-60,197 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 60,197
Change-60,197 (-100%)
Value—
Betterment LLC
N/A
Shares— from 59,766
Change-59,766 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 59,518
Change-59,518 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 59,056
Change-59,056 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 59,026
Change-59,026 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 57,064
Change-57,064 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 56,050
Change-56,050 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 55,724
Change-55,724 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 55,587
Change-55,587 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55,157
Change-55,157 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 54,226
Change-54,226 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 53,515
Change-53,515 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 53,265
Change-53,265 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 49,900
Change-49,900 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 49,877
Change-49,877 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 49,705
Change-49,705 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 48,599
Change-48,599 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 47,166
Change-47,166 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 47,119
Change-47,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,917
Change-45,917 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 44,449
Change-44,449 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 44,050
Change-44,050 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 43,665
Change-43,665 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,420
Change-43,420 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 42,830
Change-42,830 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 41,754
Change-41,754 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 41,331
Change-41,331 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 41,008
Change-41,008 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 40,990
Change-40,990 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 40,904
Change-40,904 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 40,637
Change-40,637 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 40,340
Change-40,340 (-100%)
Value—
Blair William & Co
N/A
Shares— from 40,067
Change-40,067 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,900
Change-39,900 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 39,123
Change-39,123 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,955
Change-38,955 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 38,729
Change-38,729 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 38,436
Change-38,436 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 37,793
Change-37,793 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 36,028
Change-36,028 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 35,083
Change-35,083 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 34,761
Change-34,761 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 34,539
Change-34,539 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 34,457
Change-34,457 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 33,569
Change-33,569 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 33,151
Change-33,151 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 33,012
Change-33,012 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 32,660
Change-32,660 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 32,623
Change-32,623 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 32,253
Change-32,253 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
Capital International Investors
N/A
Shares— from 30,896
Change-30,896 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 30,599
Change-30,599 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 29,231
Change-29,231 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 28,047
Change-28,047 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 27,941
Change-27,941 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 27,435
Change-27,435 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 26,953
Change-26,953 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 25,875
Change-25,875 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 24,694
Change-24,694 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 24,558
Change-24,558 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 24,536
Change-24,536 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 23,993
Change-23,993 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 23,318
Change-23,318 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 23,165
Change-23,165 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 23,125
Change-23,125 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 23,095
Change-23,095 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 22,679
Change-22,679 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,279
Change-22,279 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 22,268
Change-22,268 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,717
Change-21,717 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 21,210
Change-21,210 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,611
Change-20,611 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 20,411
Change-20,411 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,402
Change-20,402 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 19,773
Change-19,773 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,484
Change-19,484 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,457
Change-18,457 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 17,996
Change-17,996 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,958
Change-17,958 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 17,676
Change-17,676 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 16,778
Change-16,778 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 16,636
Change-16,636 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
EWA, LLC
N/A
Shares— from 16,202
Change-16,202 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,072
Change-16,072 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 15,829
Change-15,829 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 15,751
Change-15,751 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 14,859
Change-14,859 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 14,703
Change-14,703 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,442
Change-14,442 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 14,154
Change-14,154 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 13,281
Change-13,281 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,083
Change-13,083 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 11,987
Change-11,987 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,943
Change-11,943 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 10,495
Change-10,495 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 10,180
Change-10,180 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 9,530
Change-9,530 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,317
Change-9,317 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,816
Change-8,816 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 8,713
Change-8,713 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 7,955
Change-7,955 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,803
Change-7,803 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 6,369
Change-6,369 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,592
Change-5,592 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 5,116
Change-5,116 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,766
Change-3,766 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Avenir Corp
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 989
Change-989 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 824
Change-824 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 729
Change-729 (-100%)
Value—
Toews Corp
N/A
Shares— from 662
Change-662 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 661
Change-661 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 517
Change-517 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 381
Change-381 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 295
Change-295 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 160
Change-160 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 113
Change-113 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 108
Change-108 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 81
Change-81 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 35
Change-35 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 17
Change-17 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 0
Change0
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Rakuten Investment Management, Inc.
DECREASED15,234,19715,258,597-24,4000%$2.4B$2.4B+$36.1M2026-10-30
Mass General Brigham, Inc
NEW1,898,645—+1,898,645——$300.5M—2026-11-03
Angeles Wealth Management, LLC
INCREASED1,573,7861,515,162+58,624+4%$237.8M$248.4M+$10.6M2026-10-26
LPL Financial LLC
INCREASED1,334,0551,263,760+70,295+6%$198.3M$210.6M+$12.2M2026-11-06
SBI Securities Co., Ltd.
INCREASED835,068793,845+41,223+5%$124.6M$131.8M+$7.2M2026-10-22
US Bancorp \de\
DECREASED789,139946,099-156,960-17%$148.5M$124.6M-$23.9M2026-11-05
Alta Advisers Ltd
INCREASED641,922561,916+80,006+14%$88.2M$77.0M-$11.2M2026-11-02
Barings LLC
DECREASED600,872732,779-131,907-18%$115.0M$94.8M-$20.2M2026-10-22
Sageworth Trust Co
INCREASED577,108568,189+8,919+2%$89.2M$91.1M+$1.9M2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED485,586465,202+20,384+4%$73.0M$76.6M+$3.6M2026-10-29
Commonwealth Equity Services, LLC
INCREASED461,289448,786+12,503+3%$70.4M$72.8M+$2.4M2026-11-02
Inscription Capital, LLC
DECREASED454,558463,586-9,028-2%$72.8M$71.8M-$1.0M2026-11-02
Bernzott Capital Advisors
INCREASED439,532320,364+119,168+37%$50.3M$69.4M+$19.1M2026-10-29
Creative Planning
INCREASED431,765416,213+15,552+4%$65.3M$68.2M+$2.8M2026-11-02
Fort Washington Investment Advisors Inc
DECREASED425,429439,739-14,310-3%$69.0M$67.2M-$1.9M2026-10-15
Truist Financial Corp
INCREASED398,998385,176+13,822+4%$60.5M$63.0M+$2.5M2026-10-30
Clearstead Advisors, LLC
INCREASED394,577266,632+127,945+48%$41.8M$62.3M+$20.4M2026-11-06
Yarbrough Capital, LLC
UNCHANGED390,377390,37700%$61.3M$61.6M+$351.3K2026-10-19
BIP Wealth, LLC
DECREASED388,063395,865-7,802-2%$62.1M$61.3M-$875.3K2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED372,530273,233+99,297+36%$42.9M$58.8M+$15.9M2026-11-03
Brighton Jones LLC
INCREASED348,060340,759+7,301+2%$53.5M$54.9M+$1.5M2026-11-03
Systelligence, LLC
INCREASED341,572114,772+226,800+198%$18.0M$14.1M-$3.9M2026-11-05
Prentice Wealth Management LLC
INCREASED283,007282,712+295+0%$44.4M$44.7M+$301.0K2026-10-20
TSG Advice Partners, LLC
NEW273,228—+273,228——$42.9M—2026-10-29
Simon Quick Advisors, LLC
INCREASED253,107229,914+23,193+10%$36.1M$40.0M+$3.9M2026-10-26
WJ Interests, LLC
INCREASED246,565241,990+4,575+2%$38.0M$38.9M+$940.0K2026-10-14
FSM Wealth Advisors, LLC
INCREASED244,551234,194+10,357+4%$36.8M$38.8M+$2.1M2026-10-27
Amitell Capital Pte Ltd
DECREASED237,230237,233-30%$37.2M$37.4M+$213.0K2026-11-02
Bank of New York Mellon Corp
INCREASED232,343230,327+2,016+1%$36.1M$36.7M+$525.6K2026-11-05
Fisher Asset Management, LLC
INCREASED226,611212,393+14,218+7%$33.3M$35.8M+$2.4M2026-11-06
Topor & Co. Korea
DECREASED220,715222,075-1,360-1%$34.9M$34.8M-$14.8K2026-10-22
Accredited Investors Inc.
DECREASED219,282225,134-5,852-3%$35.3M$34.6M-$721.1K2026-11-03
Lockheed Martin Investment Management Co
UNCHANGED217,500217,50000%$34.1M$34.3M+$195.8K2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED205,722209,158-3,436-2%$32.8M$32.5M-$355.1K2026-11-05
GoalFusion Wealth Management, LLC
INCREASED204,268201,849+2,419+1%$31.7M$32.2M+$563.5K2026-10-06
Fifth Third Bancorp
INCREASED195,122185,138+9,984+5%$29.1M$30.8M+$1.7M2026-11-05
Kestra Advisory Services, LLC
INCREASED188,497181,367+7,130+4%$28.5M$29.8M+$1.3M2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED185,897179,208+6,689+4%$28.1M$29.3M+$1.2M2026-10-19
Mather Group, Llc.
DECREASED183,661206,498-22,837-11%$32.4M$29.0M-$3.4M2026-10-14
HUB Investment Partners, LLC
INCREASED174,8645,194+169,670+3267%$815.2K$27.6M+$26.8M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED170,402215,253-44,851-21%$33.8M$26.9K-$33.8M2026-11-02
Wealth Architects, LLC
INCREASED170,223169,856+367+0%$26.7M$26.9M+$210.9K2026-11-03
Bernardo Wealth Planning LLC
INCREASED163,94480,088+83,856+105%$12.6M$25.9M+$13.3M2026-10-23
Intelligent Financial Strategies
INCREASED159,717155,814+3,903+3%$24.5M$25.2M+$756.4K2026-10-16
PartnerRe Asset Management Corp
NEW156,045—+156,045——$24.6M—2026-10-07
Sterling Capital Management LLC
DECREASED154,985167,395-12,410-7%$26.3M$24.5M-$1.8M2026-10-22
Lido Advisors, LLC
INCREASED154,491142,949+11,542+8%$22.4M$24.4M+$2.0M2026-11-04
St. Louis Trust Co
INCREASED152,707140,921+11,786+8%$9.8M$24.1M+$14.3M2026-11-03
AA Financial Advisors, LLC
INCREASED152,016134,235+17,781+13%$21.1M$24.0M+$2.9M2026-10-19
Coyle Financial Counsel LLC
INCREASED148,063147,778+285+0%$23.2M$23.4M+$178.1K2026-10-28
Weil Company, Inc.
DECREASED145,147146,597-1,450-1%$23.0M$22.9M-$96.9K2026-10-14
Angeles Investment Advisors, LLC
INCREASED141,320105,055+36,265+35%$16.5M$22.3M+$5.8M2026-10-22
Evanson Financial, LLC
INCREASED137,848137,643+205+0%$21.6M$21.8M+$156.1K2026-10-23
Hoge Financial Services, LLC
INCREASED128,732126,119+2,613+2%$19.8M$20.3M+$511.8K2026-11-05
Vise Technologies, Inc.
INCREASED128,63169,515+59,116+85%$10.9M$20.3M+$9.4M2026-10-29
Disciplina Capital Management LLC
INCREASED127,52499,687+27,837+28%$15.6M$20.1M+$4.5M2026-11-06
New England Private Wealth Advisors LLC
INCREASED117,169116,064+1,105+1%$18.2M$18.5M+$289.9K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED110,66686,658+24,008+28%$13.7M$17.6M+$3.9M2026-10-13
Three Bridge Wealth Advisors, LLC
INCREASED107,300107,297+30%$16.8M$16.9M+$96.9K2026-11-05
Wedmont Private Capital
INCREASED106,77069,490+37,280+54%$11.0M$16.9M+$6.0M2026-10-09
Dorval Corp
INCREASED106,356105,575+781+1%$16.6M$16.8M+$218.3K2026-10-29
Foster Group, Inc.
INCREASED104,933104,036+897+1%$16.3M$16.6M+$235.2K2026-10-13
Choreo, LLC
INCREASED102,79899,636+3,162+3%$15.6M$16.2M+$588.8K2026-10-28
Vontobel Holding Ltd.
UNCHANGED102,744102,74400%$16.1M$16.2M+$92.5K2026-10-16
Long Island Wealth Management, Inc.
INCREASED102,11799,194+2,923+3%$15.6M$16.1M+$550.8K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED101,767103,437-1,670-2%$16.2M$16.1M-$170.5K2026-10-16
Pictet North America Advisors SA
DECREASED95,704206,524-110,820-54%$32.4M$15.1M-$17.3M2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED89,32289,697-3750%$14.1M$14.1M+$21.4K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED89,13068,744+20,386+30%$10.8M$14.1M+$3.3M2026-10-16
Sarasin & Partners LLP
INCREASED88,46988,310+159+0%$13.9M$14.0M+$104.6K2026-10-13
HB Wealth Management, LLC
DECREASED88,27788,358-810%$13.9M$13.9M+$66.6K2026-10-23
NYL Investors LLC
INCREASED85,03784,150+887+1%$13.2M$13.4M+$215.7K2026-11-03
WBH Advisory Inc
DECREASED79,47079,947-477-1%$12.5M$12.5M-$3.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED77,84951,517+26,332+51%$8.1M$12.3M+$4.2M2026-10-23
Atria Investments, Inc
INCREASED76,77163,842+12,929+20%$10.0M$12.1M+$2.1M2026-10-15
Joel Isaacson & Co., LLC
INCREASED75,06874,448+620+1%$11.7M$11.8M+$164.8K2026-11-05
Pacific Park Financial, Inc.
DECREASED73,04277,957-4,915-6%$12.2M$11.5M-$705.7K2026-10-13
Compass Ion Advisors, LLC
INCREASED71,12770,059+1,068+2%$11.0M$11.2M+$231.6K2026-10-23
Moody National Bank Trust Division
UNCHANGED71,06571,06500%$11.2M$11.2M+$64.0K2026-10-06
Seven Post Investment Office LP
INCREASED70,23870,182+56+0%$11.0M$11.1M+$72.0K2026-10-26
Cullen T Bankers, Inc.
INCREASED69,42754,323+15,104+28%$8.5M$11.0M+$2.4M2026-10-28
Venture Visionary Partners LLC
INCREASED69,30761,827+7,480+12%$9.7M$10.9M+$1.2M2026-10-07
Lakewood Asset Management LLC
INCREASED67,41063,816+3,594+6%$10.0M$10.6M+$624.7K2026-10-26
PDS Planning, Inc
INCREASED64,87162,272+2,599+4%$9.8M$10.2M+$466.4K2026-11-03
SYM Financial Corp
DECREASED64,24964,497-2480%$10.1M$10.1M+$18.8K2026-10-26
Heritage Investment Group, Inc.
INCREASED63,75462,652+1,102+2%$9.8M$10.1M+$230.3K2026-11-03
Financial Symmetry Inc
DECREASED63,33064,183-853-1%$10.1M$10.0M-$76.8K2026-10-06
Waldron Private Wealth LLC
DECREASED61,30861,780-472-1%$9.7M$9.7M-$18.6K2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED60,98860,98800%$9.6M$9.6M+$54.9K2026-10-20
University of Texas S AM Investment Management Co
UNCHANGED59,34259,34200%$9.3M$9.4M+$53.4K2026-11-03
Clear Creek Financial Management, LLC
DECREASED58,28988,898-30,609-34%$14.0M$9.2M-$4.8M2026-10-28
American National Bank of Texas
INCREASED57,26356,920+343+1%$8.9M$9.0M+$105.4K2026-10-07
Merit Financial Group, LLC
INCREASED57,03456,802+232+0%$8.9M$9.0M+$87.8K2026-11-06
Bernicke Wealth Management, Ltd.
DECREASED53,45653,541-850%$8.4M$8.4M+$34.7K2026-11-06
Citigroup Inc
INCREASED53,25448,693+4,561+9%$7.6M$8.4M+$763.7K2026-11-04
Sovran Advisors, LLC
INCREASED53,22452,434+790+2%$8.1M$8.4M+$314.6K2026-11-02
NWF Advisory Services Inc.
INCREASED52,85652,234+622+1%$8.2M$8.3M+$145.2K2026-10-19
Fifth Third Securities, Inc.
INCREASED52,63651,780+856+2%$8.1M$8.3M+$181.7K2026-10-21
Greenspring Advisors, LLC
INCREASED52,47226,662+25,810+97%$4.2M$8.3M+$4.1M2026-11-05
Sellwood Investment Partners LLC
INCREASED51,7498,412+43,337+515%$1.3M$8.2M+$6.8M2026-11-03
Valeo Financial Advisors, LLC
INCREASED51,04149,863+1,178+2%$7.8M$8.1M+$230.8K2026-10-08
Apella Capital, LLC
INCREASED49,14146,749+2,392+5%$7.3M$7.8M+$536.0K2026-10-08
Perigon Wealth Management, LLC
DECREASED49,01755,277-6,260-11%$8.7M$7.7M-$938.4K2026-10-22
Farther Finance Advisors, LLC
DECREASED48,238166,078-117,840-71%$26.1M$7.6M-$18.5M2026-10-08
Ironwood Financial, llc
INCREASED48,02546,094+1,931+4%$7.2M$7.6M+$398.8K2026-10-20
Valmark Advisers, Inc.
INCREASED47,75447,172+582+1%$7.4M$7.5M+$134.4K2026-11-06
Old Second National Bank of Aurora
DECREASED46,43947,643-1,204-3%$7.5M$7.3M-$147.2K2026-10-22
Parallel Advisors, LLC
INCREASED46,29244,425+1,867+4%$7.0M$7.3M+$334.7K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED45,67845,585+93+0%$7.2M$7.2M+$55.8K2026-11-04
Donor Advised Charitable Giving, Inc.
UNCHANGED43,40043,40000%$6.8M$6.9M+$39.1K2026-10-28
Secure Asset Management, LLC
INCREASED43,15138,058+5,093+13%$6.0M$6.8M+$838.2K2026-10-19
Catalyst Investment Management LLC
INCREASED42,19739,295+2,902+7%$6.2M$6.7M+$493.4K2026-10-21
Myecfo, LLC
DECREASED42,16542,740-575-1%$6.7M$6.7M-$52.3K2026-10-14
Arbor Investment Advisors, LLC
INCREASED41,52241,321+201+0%$6.5M$6.6M+$69.0K2026-10-26
Diversified Trust Co
DECREASED40,80245,540-4,738-10%$7.1M$6.4M-$707.2K2026-11-06
Wespac Advisors, LLC
INCREASED40,62437,241+3,383+9%$5.8M$6.4M+$567.5K2026-10-26
Destiny Wealth Partners, LLC
INCREASED40,37821,998+18,380+84%$3.4M$6.3M+$2.8M2026-11-05
Breakwater Investment Management
DECREASED40,26041,885-1,625-4%$6.6M$6.4M-$218.9K2026-10-20
Empire Life Investments Inc.
INCREASED39,28431,600+7,684+24%$5.0M$6.2M+$1.2M2026-11-06
NavPoint Financial, Inc.
INCREASED38,80938,209+600+2%$6.0M$6.1M+$129.0K2026-10-21
VVR Holdings LLC
INCREASED38,77637,652+1,124+3%$5.9M$6.1M+$211.3K2026-10-19
XY Planning Network, Inc.
INCREASED38,58934,309+4,280+12%$5.4M$6.1M+$706.5K2026-10-14
Diversify Advisory Services, LLC
DECREASED37,240484,457-447,217-92%$74.8M$5.9M-$68.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED37,240484,457-447,217-92%$74.8M$5.9M-$68.9M2026-10-20
Hegarty Advisors, LLC
DECREASED36,90837,108-200-1%$5.8M$5.8M+$1.8K2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED36,83257,703-20,871-36%$9.1M$5.8M-$3.2M2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED36,23936,714-475-1%$5.8M$5.7M-$41.9K2026-10-29
Fortis Group Advisors, LLC
DECREASED36,22642,390-6,164-15%$6.7M$5.6M-$1.0M2026-11-06
Royal Fund Management, LLC
INCREASED36,16433,695+2,469+7%$5.3M$5.7M+$420.0K2026-10-22
Intergy Private Wealth, LLC
DECREASED35,98736,848-861-2%$5.8M$5.7M-$102.9K2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED35,57735,57700%$5.6M$5.6M+$32.0K2026-10-14
Code Waechter LLC
NEW35,378—+35,378——$5.6M—2026-10-23
Barry Investment Advisors, LLC
DECREASED35,25544,056-8,801-20%$6.9M$5.6M-$1.3M2026-10-14
Ritholtz Wealth Management
INCREASED34,18733,735+452+1%$5.3M$5.4M+$101.7K2026-11-05
Howard Wealth Management, LLC
DECREASED33,85834,061-203-1%$5.3M$5.3M-$1.5K2026-10-28
Manchester Capital Management LLC
DECREASED33,80934,119-310-1%$5.4M$5.3M-$18.3K2026-10-22
LongView Wealth Management
INCREASED33,49131,043+2,448+8%$4.9M$5.3M+$414.4K2026-10-19
Affiance Financial, LLC
DECREASED32,78633,815-1,029-3%$5.3M$5.2M-$132.0K2026-10-15
Omnitrust Wealth Management, Inc
NEW32,508—+32,508——$5.1M—2026-11-02
Wealth Management Nebraska
DECREASED32,45744,203-11,746-27%$6.9M$5.1M-$1.8M2026-10-26
J.W. Cole Advisors, Inc.
INCREASED32,10931,654+455+1%$5.0M$5.1M+$100.3K2026-11-05
Endowment Wealth Management, Inc.
INCREASED31,90431,316+588+2%$4.9M$5.0M+$121.0K2026-11-03
Citizens Financial Group Inc
DECREASED31,52231,627-1050%$5.0M$5.0M+$11.9K2026-10-23
Blueprint Financial Advisors LLC
INCREASED31,06829,924+1,144+4%$4.7M$4.9M+$207.4K2026-10-28
Blueprint Investment Partners LLC
INCREASED30,98429,924+1,060+4%$4.7M$4.9M+$194.2K2026-10-28
PNC Financial Services Group, Inc.
INCREASED30,28214,410+15,872+110%$2.3M$4.8M+$2.5M2026-11-06
Meitav Investment House LTD
INCREASED30,16228,071+2,091+7%$4.4M$4.8M+$353.6K2026-10-28
Assetmark, Inc
INCREASED29,57727,303+2,274+8%$4.3M$4.7M+$383.6K2026-10-21
Modera Wealth Management, LLC
DECREASED29,52530,933-1,408-5%$4.9M$4.7M-$194.5K2026-10-28
SilverOak Wealth Management LLC
INCREASED29,20328,625+578+2%$4.5M$4.6M+$117.0K2026-10-29
Harpswell Capital Advisors, LLC
DECREASED28,93844,580-15,642-35%$7.0M$4.6M-$2.4M2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED28,84926,040+2,809+11%$4.1M$4.6M+$466.8K2026-10-27
River Street Advisors LLC
INCREASED28,82228,493+329+1%$4.5M$4.5M+$77.6K2026-10-22
Well Done, LLC
INCREASED28,43321,245+7,188+34%$3.3M$4.5M+$1.2M2026-10-20
Salomon & Ludwin, LLC
INCREASED28,22528,160+65+0%$4.4M$4.5M+$59.3K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED26,81925,581+1,238+5%$4.0M$4.2M+$218.3K2026-10-22
Van Cleef Asset Management,Inc
DECREASED26,74731,472-4,725-15%$4.9M$4.2M-$717.5K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED26,52325,031+1,492+6%$3.9M$4.2M+$258.0K2026-10-29
Seamount Financial Group Inc
INCREASED26,47226,357+115+0%$4.1M$4.2M+$41.7K2026-10-21
Allworth Financial LP
INCREASED26,36726,224+143+1%$4.1M$4.1M+$22.4K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED26,29726,527-230-1%$4.2M$4.2M-$12.4K2026-10-21
Equity Investment Corp
INCREASED26,07826,012+66+0%$4.1M$4.1M+$33.8K2026-11-04
Manchester Financial Inc
DECREASED26,01028,344-2,334-8%$4.4M$4.1M-$342.9K2026-10-15
Optivise Advisory Services LLC
DECREASED25,64831,101-5,453-18%$4.9M$4.0M-$832.7K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED25,56625,870-304-1%$4.1M$4.0M-$24.8K2026-10-23
Ridgewood Investments LLC
DECREASED25,47326,088-615-2%$4.1M$4.0M-$73.6K2026-10-05
Neumann Capital Management, LLC
DECREASED25,29526,908-1,613-6%$4.2M$4.0M-$230.4K2026-10-15
UMB Bank, n.a.
DECREASED24,94927,309-2,360-9%$4.3M$3.9M-$347.9K2026-11-06
Lavelle Capital LP
INCREASED24,52224,485+37+0%$3.8M$3.9M+$27.8K2026-11-03
Tanager Wealth Management LLP
INCREASED24,50924,297+212+1%$3.8M$3.9M+$55.3K2026-10-19
Lynx Investment Advisory
DECREASED23,52724,446-919-4%$3.8M$3.7M-$123.1K2026-10-27
D.A. Davidson & Co.
INCREASED23,36220,534+2,828+14%$3.2M$3.7M+$465.0K2026-10-28
South Shore Capital Advisors
UNCHANGED23,34823,34800%$3.7M$3.7M+$21.0K2026-10-20
Ameliora Wealth Management Ltd.
DECREASED23,07023,111-410%$3.6M$3.6M+$14.3K2026-10-23
Signaturefd, LLC
INCREASED22,81022,305+505+2%$3.5M$3.6M+$99.7K2026-10-23
Independent Financial Group, LLC
INCREASED22,76522,567+198+1%$3.5M$3.6M+$51.6K2026-10-13
Cutler Investment Counsel LLC
INCREASED22,22621,859+367+2%$3.4M$3.5M+$77.6K2026-10-28
Triumph Capital Management
INCREASED21,96514,408+7,557+52%$2.3M$3.5M+$1.2M2026-10-14
GC Wealth Management RIA, LLC
DECREASED21,91921,935-160%$3.4M$3.5M+$17.2K2026-11-02
Bangor Savings Bank
UNCHANGED21,50021,50000%$3.4M$3.4M+$19.4K2026-10-06
Creekside Partners
INCREASED21,28318,862+2,421+13%$3.0M$3.4M+$399.0K2026-11-04
Cogent Private Wealth, Inc.
INCREASED21,09020,587+503+2%$3.2M$3.3M+$97.9K2026-11-06
VestGen Advisors, LLC
DECREASED20,60120,602-10%$3.2M$3.3M+$18.5K2026-10-27
AlphaCore Capital LLC
DECREASED20,57020,776-206-1%$3.3M$3.2M-$13.9K2026-11-04
Coston, McIsaac & Partners
DECREASED20,47821,131-653-3%$3.3M$3.2M-$82.5K2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED20,32420,094+230+1%$3.2M$3.2M+$56.0K2026-11-02
Hartmann Taylor Wealth Management, LLC
DECREASED20,12720,366-239-1%$2.8M$3.2M+$360.0K2026-10-14
KFG LLC
NEW20,096—+20,096——$3.2M—2026-11-02
Innealta Capital, LLC
UNCHANGED19,87919,87900%$3.1M$3.1M+$17.9K2026-11-02
Ashford Advisors, LLC
INCREASED19,55819,463+95+0%$3.1M$3.1M+$32.5K2026-11-02
Bailard, Inc.
DECREASED19,35519,356-10%$3.0M$3.1M+$17.4K2026-10-13
Studio Investment Management LLC
DECREASED19,19735,472-16,275-46%$5.6M$3.0M-$2.5M2026-10-22
Symmetry Partners, LLC
DECREASED18,91819,871-953-5%$3.1M$3.0M-$132.5K2026-10-27
Sowell Financial Services LLC
DECREASED18,82619,262-436-2%$3.0M$3.0M-$51.6K2026-10-23
Strategic Blueprint, LLC
DECREASED18,79819,033-235-1%$3.0M$3.0M-$20.1K2026-10-22
Investment Planning Advisors, Inc.
INCREASED18,44918,206+243+1%$2.9M$2.9M+$54.7K2026-10-14
Chicago Partners Investment Group LLC
DECREASED17,89418,386-492-3%$2.8M$2.8M-$47.5K2026-10-27
TD Waterhouse Canada Inc.
DECREASED17,73918,458-719-4%$2.9M$2.8M-$81.6K2026-10-16
Park Edge Advisors, LLC
DECREASED17,68993,653-75,964-81%$14.7M$2.8M-$11.9M2026-10-28
CFS Investment Advisory Services, LLC
INCREASED17,58717,173+414+2%$2.7M$2.8M+$144.3K2026-10-19
Whipplewood Advisors, LLC
UNCHANGED17,40717,40700%$2.7M$2.7M+$15.7K2026-10-20
Eagle Rock Investment Company, LLC
DECREASED17,34217,454-112-1%$2.7M$2.7M-$2.0K2026-10-21
Daymark Wealth Partners, LLC
INCREASED17,33217,330+2+0%$2.7M$2.7M+$15.9K2026-11-04
IFP Advisors, Inc
DECREASED17,31523,436-6,121-26%$3.7M$2.7M-$945.1K2026-10-16
Kathmere Capital Management, LLC
INCREASED17,21517,078+137+1%$2.7M$2.7M+$37.0K2026-10-20
HT Partners LLC
UNCHANGED17,10517,10500%$2.7M$2.7M+$15.4K2026-10-20
Thompson Investment Management, Inc.
UNCHANGED16,83016,83000%$2.6M$2.7M+$15.1K2026-10-14
MGO One Seven LLC
INCREASED16,68316,227+456+3%$2.5M$2.6M+$86.7K2026-10-28
Verus Financial Partners, Inc.
INCREASED16,54616,143+403+3%$2.5M$2.6M+$78.2K2026-10-29
Wedbush Securities Inc
INCREASED16,46216,340+122+1%$2.6M$2.6K-$2.6M2026-10-22
Union Bancaire Privee, UBP SA
DECREASED16,05016,145-95-1%$1.9M$1.9M+$25.2K2026-11-04
Savant Capital, LLC
DECREASED16,04928,346-12,297-43%$4.2M$2.5M-$1.7M2026-11-06
HRC Wealth Management, LLC
DECREASED15,88516,084-199-1%$2.5M$2.5M-$17.0K2026-10-16
CX Institutional
INCREASED15,47115,225+246+2%$2.4K$2.4K+$532026-10-02
Redmond Asset Management, LLC
INCREASED15,37515,367+8+0%$2.4M$2.4M+$15.1K2026-10-27
First Citizens Bank & Trust Co
DECREASED15,32015,741-421-3%$2.5M$2.4M-$52.3K2026-10-14
Quantify Chaos Advisors, LLC
DECREASED15,17515,899-724-5%$2.5M$2.4M-$99.9K2026-11-04
Junk Investment Group, LLC
INCREASED15,14214,820+322+2%$2.3M$2.4M+$64.1K2026-10-19
Downshift Financial, LLC
INCREASED15,10411,468+3,636+32%$1.8M$2.4M+$584.2K2026-10-13
Spire Wealth Management
DECREASED14,94317,515-2,572-15%$2.7M$2.4M-$390.2K2026-10-30
Focus Financial Network, Inc.
INCREASED14,67813,689+989+7%$2.1M$2.3M+$168.4K2026-10-14
Presilium Private Wealth, LLC
DECREASED14,51715,945-1,428-9%$2.5M$2.3M-$211.0K2026-10-26
Value Investment Professionals, LLC
INCREASED14,22111,450+2,771+24%$1.8M$2.2M+$447.6K2026-10-13
Levin Capital Strategies, L.P.
UNCHANGED14,02514,02500%$2.2M$2.2M+$12.6K2026-11-02
L.K. Benson & Company, P.C.
INCREASED13,90413,632+272+2%$2.1M$2.2M+$55.1K2026-10-23
Silver Oak Advisory Group, Inc.
INCREASED13,83013,825+5+0%$2.2M$2.2M+$14.1K2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED13,62713,935-308-2%$2.2M$2.2M-$36.1K2026-11-04
Latitude Advisors, LLC
INCREASED13,49510,939+2,556+23%$1.7M$2.1M+$413.2K2026-10-27
Abacus Planning Group, Inc.
INCREASED13,45212,807+645+5%$2.0M$2.1M+$113.4K2026-11-02
GR Financial Group, LLC
DECREASED13,32413,875-551-4%$2.2M$2.1M-$74.5K2026-10-27
Oppenheimer & Co Inc
DECREASED13,28313,630-347-3%$2.1M$2.1M-$42.5K2026-10-26
Prospera Financial Services Inc
INCREASED12,9057,363+5,542+75%$1.2M$2.0M+$849.2K2026-11-04
Midwest Trust Co
INCREASED12,90212,615+287+2%$2.0M$2.0M+$56.7K2026-10-22
SC&H Financial Advisors, Inc.
DECREASED12,86315,380-2,517-16%$2.4M$2.0M-$383.5K2026-10-14
180 Wealth Advisors, LLC
DECREASED12,79513,218-423-3%$2.1M$2.0M-$55.0K2026-11-03
Stonebridge Financial Group, LLC
INCREASED12,49912,498+1+0%$2.0M$2.0M+$11.3K2026-10-01
Level Four Advisory Services, LLC
INCREASED12,45412,357+97+1%$1.9M$2.0M+$26.3K2026-11-06
Americana Partners, LLC
INCREASED12,35912,355+4+0%$1.9M$2.0M+$11.8K2026-10-28
Five Pine Wealth Management
INCREASED12,25211,799+453+4%$1.9M$1.9M+$82.2K2026-10-20
Trilogy Capital Inc.
DECREASED12,19012,833-643-5%$2.0M$1.9M-$89.9K2026-10-20
Carroll Advisory Group, LLC
UNCHANGED12,09512,09500%$1.9M$1.9M+$10.9K2026-10-16
RFG Advisory, LLC
INCREASED11,77410,096+1,678+17%$1.6M$1.9M+$273.9K2026-11-03
McMill Wealth Management
NEW11,582—+11,582——$1.8M—2026-11-05
Andrews Advisory Associates, LLC
DECREASED11,46611,940-474-4%$1.9M$1.8M-$64.2K2026-10-15
Successful Portfolios LLC
DECREASED11,38411,821-437-4%$1.9M$1.8M-$38.8K2026-10-09
Tannin Capital LLC
DECREASED11,38311,424-410%$1.8M$1.8M+$3.8K2026-11-05
Ferguson Shapiro LLC
INCREASED11,34411,315+29+0%$1.8M$1.8M+$14.7K2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED11,05611,039+17+0%$1.7M$1.7M+$12.6K2026-10-23
Manuka Financial, LLC
INCREASED11,03310,771+262+2%$1.7M$1.7M+$51.2K2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED11,0188,687+2,331+27%$1.4M$1.7M+$375.8K2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED11,01811,01800%$1.7M$1.7M+$9.8K2026-10-09
Triangle Securities Wealth Management
DECREASED10,95511,296-341-3%$1.8M$1.7M-$43.8K2026-10-14
Attessa Capital LLC
DECREASED10,92912,263-1,334-11%$1.9M$1.7M-$199.6K2026-10-09
Rockingstone Advisors LLC
DECREASED10,92711,187-260-2%$1.8M$1.7M-$31.0K2026-10-16
Balentine LLC
DECREASED10,78511,130-345-3%$1.7M$1.7M-$44.5K2026-11-03
SAX Wealth Advisors, LLC
INCREASED10,72310,615+108+1%$1.5M$1.7M+$224.3K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED10,70210,70200%$1.7M$1.7M$02026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED10,51210,51200%$1.6M$1.7M+$9.5K2026-10-15
Compound Planning, Inc.
INCREASED10,51110,148+363+4%$1.6M$1.7M+$66.4K2026-11-05
CGN Advisors LLC
DECREASED10,50510,635-130-1%$1.7M$1.7M-$10.8K2026-10-21
Trellis Wealth Advisors LLC
INCREASED10,47310,454+19+0%$1.6M$1.7M+$12.4K2026-10-19
Sage Investment Counsel LLC
INCREASED10,26210,260+2+0%$1.6M$1.6M+$9.6K2026-10-26
Keybank National Association
DECREASED10,24913,072-2,823-22%$2.1M$1.6M-$433.8K2026-11-04
JFS Wealth Advisors, LLC
INCREASED10,22210,221+1+0%$1.6M$1.6M+$9.3K2026-11-03
TrustWell Financial Advisors, LLC
INCREASED10,1959,655+540+6%$1.5M$1.6M+$94.0K2026-10-15
Towneley Capital Management, Inc / de
UNCHANGED10,15910,15900%$1.6M$1.6M+$9.1K2026-10-09
F&V Capital Management, LLC
UNCHANGED10,05010,05000%$1.6M$1.6K-$1.6M2026-10-19
Discipline Wealth Solutions, LLC
INCREASED9,9778,836+1,141+13%$1.4M$1.6M+$187.9K2026-10-14
MidAtlantic Capital Management, Inc.
DECREASED9,97610,004-280%$1.6M$1.6M+$4.6K2026-11-05
Flagship Harbor Advisors, LLC
DECREASED9,96210,589-627-6%$1.7M$1.6M-$89.5K2026-10-26
GenTrust, LLC
INCREASED9,8959,894+1+0%$1.6M$1.6M+$9.0K2026-11-06
New Capital Management LP
DECREASED9,81910,542-723-7%$1.7M$1.5M-$104.6K2026-10-29
Drystone LLC
INCREASED9,8179,328+489+5%$1.5M$1.5M+$85.5K2026-10-30
Jordan Park Group LLC
NEW9,741—+9,741——$1.5M—2026-11-06
Hubbell Strickland Wealth Management, LLC
INCREASED9,6969,675+21+0%$1.5M$1.5M+$12.1K2026-10-29
Axxcess Wealth Management, LLC
DECREASED9,65935,164-25,505-73%$5.5M$1.5M-$4.0M2026-10-21
B. Riley Wealth Advisors, Inc.
NEW9,611—+9,611——$1.5M—2026-10-13
Indivisible Partners
INCREASED9,4878,504+983+12%$1.3M$1.5M+$162.8K2026-10-26
FF Advisors,LLC
UNCHANGED9,4709,47000%$1.5M$1.5M+$8.5K2026-10-21
Tortoise Investment Management, LLC
DECREASED9,4189,425-70%$1.5M$1.5M+$7.4K2026-11-06
Quadrant Capital Group LLC
DECREASED9,3339,881-548-6%$1.6M$1.5M-$59.9K2026-10-20
Montis Financial, LLC
DECREASED9,21510,560-1,345-13%$1.7M$1.5M-$202.8K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED9,1909,148+42+0%$1.4M$1.5M+$14.8K2026-10-22
Brickley Wealth Management
DECREASED9,1619,441-280-3%$1.5M$1.4M-$35.6K2026-11-04
Principle Wealth Partners LLC
DECREASED9,1229,123-10%$1.4M$1.4M+$8.2K2026-11-02
Mission Wealth Management, LP
DECREASED9,02813,023-3,995-31%$2.0M$1.4M-$618.9K2026-10-15
Vista Capital Partners, Inc.
INCREASED8,9518,733+218+3%$1.4M$1.4M+$42.4K2026-11-06
Ethic Inc.
INCREASED8,8315,428+3,403+63%$851.9K$1.4M+$542.0K2026-11-03
Burkett Financial Services, LLC
INCREASED8,6877,460+1,227+16%$1.2M$1.4M+$200.4K2026-10-01
Unison Advisors LLC
INCREASED8,5738,347+226+3%$1.3M$1.4M+$43.3K2026-10-29
Versant Capital Management, Inc
INCREASED8,5498,546+3+0%$1.3M$1.3M+$8.1K2026-10-02
Calamos Advisors LLC
UNCHANGED8,5008,50000%$1.3M$1.3M+$7.7K2026-11-02
Kendall Capital Management
DECREASED8,3858,618-233-3%$1.4M$1.3M-$29.0K2026-10-23
Compass Financial Group, Inc
DECREASED8,3778,647-270-3%$1.4M$1.3M-$34.8K2026-10-13
Shah Wealth Advisors, LLC
INCREASED8,2398,190+49+1%$1.3M$1.3M+$15.1K2026-11-06
Trust Co of Vermont
DECREASED8,1458,328-183-2%$1.3M$1.3M-$21.4K2026-10-21
Signal Advisors Wealth, LLC
INCREASED8,1324,529+3,603+80%$710.8K$1.3M+$572.8K2026-10-13
Selby Wealth Management, LLC
DECREASED8,0688,145-77-1%$1.3M$1.3M-$4.8K2026-10-16
GEN Financial Management, Inc.
INCREASED8,0408,004+36+0%$1.3M$1.3M+$12.9K2026-10-13
Fiduciary Financial Group, LLC
UNCHANGED7,9727,97200%$1.3M$1.3M+$7.2K2026-10-13
Ackerman Capital Advisors, LLC
UNCHANGED7,9187,91800%$1.2M$1.2M+$7.1K2026-10-30
Catalyst Financial Partners LLC
UNCHANGED7,9167,91600%$1.2M$1.2M+$7.1K2026-11-06
Three Arch Wealth Management LLC
UNCHANGED7,8797,87900%$1.2M$1.2M+$7.1K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED7,7967,795+1+0%$1.2M$1.2M+$7.1K2026-10-30
Altiora Financial Group, LLC
NEW7,716—+7,716——$1.2M—2026-11-04
Financial Perspectives, Inc
INCREASED7,7107,475+235+3%$1.2M$1.2M+$43.9K2026-11-03
Perryman Financial Advisory Inc
INCREASED7,6567,487+169+2%$1.2M$1.2M+$33.4K2026-10-16
Silverlake Wealth Management LLC
DECREASED7,6247,992-368-5%$1.3M$1.2M-$50.9K2026-10-21
New England Professional Planning Group Inc.
UNCHANGED7,5747,57400%$1.2M$1.2M+$6.8K2026-10-29
Dodds Wealth, LLC
DECREASED7,5347,539-50%$1.2M$1.2M+$6.0K2026-11-02
Strategy Asset Managers LLC
INCREASED7,5187,409+109+1%$1.2M$1.2M+$23.9K2026-10-14
Leo Wealth, LLC
NEW7,381—+7,381——$1.2M—2026-10-26
Baker Avenue Asset Management, LP
DECREASED7,3747,438-64-1%$1.2M$1.2M-$3.4K2026-11-06
StoneX Group Inc.
INCREASED7,3295,912+1,417+24%$927.9K$1.2M+$229.0K2026-11-03
Merited Wealth, LLC
DECREASED7,29912,237-4,938-40%$1.9M$1.2M-$768.4K2026-10-13
OAK Family Advisors, LLC
INCREASED7,2794,284+2,995+70%$672.4K$1.1M+$476.6K2026-10-19
First Premier Bank
INCREASED7,2697,268+1+0%$1.1K$1.1K+$62026-10-13
Avior Wealth Management, LLC
INCREASED7,1837,169+14+0%$1.1M$1.1M+$8.7K2026-10-13
Johnson & White Wealth Management, LLC
DECREASED7,1627,561-399-5%$1.2M$1.1M-$56.1K2026-11-03
Arlington Trust Co LLC
DECREASED7,1527,220-68-1%$1.1M$1.1M-$4.2K2026-10-20
Y.D. More Investments Ltd
INCREASED7,1507,085+65+1%$1.1M$1.1M+$16.6K2026-11-02
Manske Wealth Management
INCREASED7,1427,130+12+0%$1.1M$1.1M+$8.3K2026-10-26
Farmers & Merchants Investments Inc
UNCHANGED7,1427,14200%$1.1M$1.1M+$6.4K2026-10-22
Aspiriant, LLC
INCREASED7,1095,661+1,448+26%$888.5K$1.1M+$233.7K2026-10-16
Independent Wealth Advisors LLC
DECREASED7,0467,335-289-4%$1.2M$1.1M-$39.0K2026-10-27
SWP Financial LLC
DECREASED6,9716,991-200%$1.1M$1.1M+$3.1K2026-10-23
Wesbanco Bank Inc
INCREASED6,9286,600+328+5%$1.0M$1.1M+$57.7K2026-11-04
Benchmark Financial, LLC
NEW6,908—+6,908——$1.1M—2026-10-16
Viewpoint Investment Partners Corp
DECREASED6,9007,300-400-5%$1.1M$1.1M-$56.4K2026-10-26
Means Investment Co., Inc.
INCREASED6,8786,870+8+0%$1.1M$1.1M+$7.3K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED6,8777,118-241-3%$1.1M$1.1M-$31.6K2026-11-04
FC Advisory LLC
INCREASED6,8666,848+18+0%$1.1M$1.1M+$8.9K2026-10-05
Krilogy Financial LLC
DECREASED6,8329,651-2,819-29%$1.5M$1.1M-$425.0K2026-10-13
Capital City Trust Co
UNCHANGED6,8156,81500%$1.1M$1.1M+$6.1K2026-10-22
Austin Wealth Management, LLC
DECREASED6,7866,873-87-1%$1.1M$1.1M+$13.3K2026-11-06
Park Avenue Securities LLC
INCREASED6,7584,080+2,678+66%$640.0K$1.1K-$638.9K2026-10-26
Newton One Investments LLC
DECREASED6,7196,904-185-3%$1.1M$1.1M-$23.0K2026-10-14
Archford Capital Strategies, LLC
DECREASED6,6867,112-426-6%$1.1M$1.1M-$60.8K2026-10-19
Beacon Hill Wealth Management Ltd.
INCREASED6,6283,438+3,190+93%$539.6K$1.0M+$506.6K2026-10-21
PFG Advisors
DECREASED6,57610,174-3,598-35%$1.6M$1.0M-$558.8K2026-10-16
ADE, LLC
INCREASED6,5616,540+21+0%$1.0M$1.0M+$9.1K2026-10-29
M Holdings Securities, Inc.
NEW6,560—+6,560——$1.0K—2026-11-03
Retirement Planning Group, LLC
INCREASED6,5285,788+740+13%$908.4K$1.0M+$122.1K2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED6,5256,52500%$1.0M$1.0M+$31.9K2026-10-15
First Interstate Bank
DECREASED6,5206,650-130-2%$1.0M$1.0M-$14.5K2026-10-23
Berman McAleer LLC
INCREASED6,5016,421+80+1%$1.0M$1.0M+$18.4K2026-10-16
TCI Wealth Advisors, Inc.
INCREASED6,4545,686+768+14%$892.4K$1.0M+$126.3K2026-10-30
Fiera Capital Corp
DECREASED6,4447,149-705-10%$1.1M$1.0M-$104.9K2026-11-06
Riverwater Partners LLC
INCREASED6,3885,683+705+12%$892.0K$1.0M+$116.4K2026-11-03
Verdence Capital Advisors LLC
INCREASED6,3596,170+189+3%$968.4K$1.0M+$35.4K2026-10-26
Procyon Advisors, LLC
DECREASED6,3556,389-34-1%$1.0M$1.0M+$3252026-10-21
Vested Financial Planning, LLC
INCREASED6,3536,279+74+1%$985.4K$1.0M+$17.5K2026-10-28
Birch Hill Investment Advisors LLC
DECREASED6,3506,500-150-2%$1.0M$1.0M-$17.8K2026-10-16
Provenance Wealth Advisors, LLC
NEW6,328—+6,328——$998.9K—2026-10-30
Wakefield Asset Management Lllp
UNCHANGED6,2976,29700%$988.3K$994.0K+$5.7K2026-11-05
Financial Planning Fort Collins, LLC
DECREASED6,2716,304-33-1%$989.7K$989.9K+$2102026-10-16
Chesley Taft & Associates LLC
INCREASED6,1696,137+32+1%$963.2K$973.8K+$10.6K2026-10-13
Mustard Seed Financial, LLC
INCREASED6,1095,942+167+3%$932.6K$964.2K+$31.7K2026-10-30
CLG LLC
INCREASED6,1035,599+504+9%$878.8K$963.4K+$84.5K2026-10-13
Visionary Wealth Advisors
INCREASED6,0505,319+731+14%$834.8K$955.0K+$120.2K2026-11-04
Portside Wealth Group, LLC
DECREASED5,97823,288-17,310-74%$3.7M$943.6K-$2.7M2026-10-20
Titleist Asset Management, LLC
INCREASED5,9785,495+483+9%$862.5K$943.7K+$81.2K2026-10-08
BFI Infinity Ltd.
UNCHANGED5,9775,97700%$938.1K$943.5K+$5.4K2026-10-16
Arcadia Wealth Management, LLC
INCREASED5,9632,485+3,478+140%$390.0K$941.3K+$551.3K2026-10-22
Realta Investment Advisors
INCREASED5,9115,289+622+12%$830.1K$933.1K+$103.0K2026-10-14
Simplicity Wealth,LLC
INCREASED5,7905,240+550+11%$822.5K$914.0K+$91.6K2026-10-23
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,7895,78900%$908.6K$913.9K+$5.2K2026-10-15
Clark Asset Management, LLC
INCREASED5,7263,321+2,405+72%$521.3K$903.9K+$382.6K2026-10-19
Abound Wealth Management
INCREASED5,641675+4,966+736%$105.9K$890.5K+$784.5K2026-10-26
August Group Capital Ltd
INCREASED5,6005,442+158+3%$854.1K$884.0K+$29.8K2026-10-14
Plancorp, LLC
INCREASED5,5965,594+2+0%$871.6K$869.2K-$2.4K2026-11-03
Weaver Consulting Group
DECREASED5,5845,622-38-1%$882.4K$881.4K-$9382026-10-07
Leading Edge Financial Planning LLC
INCREASED5,5485,359+189+4%$841.1K$875.8K+$34.7K2026-10-23
Client 1ST Advisory Group, LLC
UNCHANGED5,5015,50100%$863.3K$868.3K+$5.0K2026-10-19
Verus Capital Partners, LLC
INCREASED5,3405,063+277+5%$794.6K$842.8K+$48.2K2026-11-03
Sterling Investment Advisors, Ltd.
INCREASED5,3003,821+1,479+39%$599.8K$836.6K+$236.8K2026-10-27
Christensen, King & Associates Investment Services, Inc.
INCREASED5,3005,297+3+0%$831.3K$836.6K+$5.3K2026-10-22
Cornerstone Advisors Asset Management, LLC
DECREASED5,2705,271-10%$827.3K$831.9K+$4.6K2026-11-06
Boyce & Associates Wealth Consulting, Inc.
DECREASED5,2606,791-1,531-23%$1.1M$830.3K-$235.5K2026-10-14
Facet Wealth, Inc.
INCREASED5,2022,234+2,968+133%$350.6K$821.1K+$470.5K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED5,1557,048-1,893-27%$1.1M$813.8K-$292.4K2026-11-06
Unify Financial Advisors
INCREASED5,1325,005+127+3%$785.5K$810.1K+$24.6K2026-11-03
Global Assets Advisory, LLC
INCREASED5,1111,920+3,191+166%$300.5K$818.5K+$518.0K2026-10-28
Thrivent Financial for Lutherans
INCREASED5,1093,896+1,213+31%$612.0K$806-$611.2K2026-11-05
Verum Partners LLC
INCREASED5,0985,093+5+0%$799.3K$804.7K+$5.3K2026-10-21
Sharkey, Howes & Javer
DECREASED5,0525,392-340-6%$846.3K$797.5K-$48.8K2026-10-22
J. Derek Lewis & Associates Inc.
INCREASED5,0403,667+1,373+37%$575.7K$795.7K+$220.0K2026-11-03
Lincoln Capital LLC
INCREASED5,0104,946+64+1%$776.3K$791.0K+$14.7K2026-10-09
Brewster Financial Planning LLC
UNCHANGED4,9494,94900%$776.7K$781.2K+$4.5K2026-10-13
Monument Capital Management
INCREASED4,9464,713+233+5%$739.7K$780.7K+$41.0K2026-10-09
Mayfair Advisory Group, LLC
INCREASED4,8674,767+100+2%$735.1K$768.3K+$33.2K2026-10-20
Fragasso Financial Advisors Inc
INCREASED4,8674,850+17+0%$761.2K$777.8K+$16.7K2026-10-13
Cooper Financial Group
DECREASED4,8334,845-120%$760.4K$762.9K+$2.4K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,81917,289-12,470-72%$2.7M$760.7K-$2.0M2026-10-14
AGF Management LTD
INCREASED4,8073,798+1,009+27%$596.1K$758.8K+$162.7K2026-11-03
Tctc Holdings, LLC
INCREASED4,8054,500+305+7%$706.3K$758.5K+$52.2K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED4,8054,676+129+3%$733.9K$758.5K+$24.6K2026-10-08
Fermata Advisors, LLC
DECREASED4,7695,058-289-6%$793.8K$752.7K-$41.1K2026-10-13
Davenport & Co LLC
DECREASED4,7415,170-429-8%$811.4K$748.4K-$63.1K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED4,7214,72100%$741.0K$745.2K+$4.2K2026-10-22
Russell Investments Group, Ltd.
INCREASED4,7191,875+2,844+152%$294.3K$745.0K+$450.6K2026-11-06
Symphony Financial, Ltd. Co.
DECREASED4,6944,962-268-5%$778.5K$741.0K-$37.5K2026-10-22
Approach Retirement Advisors, LLC
INCREASED4,6834,638+45+1%$728.0K$739.2K+$11.2K2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED4,6564,691-35-1%$736.2K$734.9K-$1.3K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED4,5994,59900%$721.8K$726.0K+$4.2K2026-10-27
BCR Wealth Strategies, LLC
DECREASED4,5414,743-202-4%$744.0K$716.8K-$27.2K2026-11-06
Tenzing Financial LLC
INCREASED4,5064,502+4+0%$710.5K$707.9K-$2.6K2026-11-03
Paragon Capital Management Ltd
DECREASED4,5004,726-226-5%$741.8K$710.3K-$31.5K2026-10-09
Brookstone Capital Management
DECREASED4,4155,085-670-13%$798.1K$696.9K-$101.3K2026-10-22
Flower City Capital
INCREASED4,4054,226+179+4%$663.2K$695.3K+$32.1K2026-10-15
Cambridge Financial Group, LLC
UNCHANGED4,3744,37400%$686.5K$686.5K$02026-10-06
Greenleaf Trust
UNCHANGED4,3684,36800%$685.6K$689.5K+$3.9K2026-10-29
Private Trust Co NA
DECREASED4,3554,362-70%$684.6K$687.4K+$2.8K2026-10-20
Hudock, Inc.
INCREASED4,2854,279+6+0%$671.7K$676.5K+$4.9K2026-10-14
Nations Financial Group Inc,
INCREASED4,2613,755+506+13%$589.5K$672.6K+$83.1K2026-11-05
Vilga Financial Planning LLC
INCREASED4,2043,725+479+13%$584.6K$663.6K+$79.0K2026-10-09
Macroview Investment Management LLC
INCREASED4,2014,190+11+0%$657.6K$663.1K+$5.5K2026-10-26
TD Private Client Wealth LLC
DECREASED4,1764,297-121-3%$674.4K$659.2K-$15.2K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED4,14371,112-66,969-94%$11.2M$656.2K-$10.5M2026-10-30
Olistico Wealth, LLC
UNCHANGED4,1324,13200%$648.5K$652.2K+$3.7K2026-10-05
Dynamic Advisor Solutions LLC
UNCHANGED4,0754,07500%$639.5K$643.3K+$3.7K2026-10-13
DB Fitzpatrick & Co, Inc
INCREASED4,0524,019+33+1%$630.8K$639.6K+$8.8K2026-10-19
Clear Harbor Asset Management, LLC
DECREASED4,0474,271-224-5%$670.4K$638.8K-$31.6K2026-11-05
Northwest Wealth Management, LLC
INCREASED4,0454,036+9+0%$633.5K$638.6K+$5.1K2026-10-30
Riverbend Wealth Management, LLC
INCREASED4,0332,950+1,083+37%$463.0K$636.5K+$173.6K2026-10-15
Traynor Capital Management, Inc.
INCREASED4,0243,265+759+23%$512.4K$635.2K+$122.8K2026-10-29
Forum Financial Management, LP
INCREASED4,0063,410+596+17%$535.2K$632.4K+$97.2K2026-10-16
BAR Harbor Wealth Management
NEW4,000—+4,000——$631.4K—2026-10-21
Curbstone Financial Management Corp
DECREASED4,0004,100-100-2%$643.5K$631.4K-$12.1K2026-10-21
Lighthouse Financial LLC
UNCHANGED4,0004,00000%$627.8K$631.4K+$3.6K2026-10-23
Elmwood Wealth Management, Inc.
UNCHANGED3,9743,97400%$623.7K$627.3K+$3.6K2026-10-14
Triad Wealth Partners, LLC
DECREASED3,9335,358-1,425-27%$844.5K$620.7K-$223.8K2026-10-26
James Investment Research, Inc.
DECREASED3,90212,387-8,485-68%$1.9M$615.9K-$1.3M2026-10-22
Capital Investment Advisors, LLC
INCREASED3,8893,474+415+12%$545.2K$613.8K+$68.6K2026-10-22
Sigma Planning Corp
DECREASED3,8843,986-102-3%$625.6K$612.6K-$13.0K2026-10-23
Innova Wealth Partners
INCREASED3,8763,196+680+21%$501.5K$611.9K+$110.3K2026-10-21
First Pacific Financial
INCREASED3,8523,842+10+0%$603.0K$608.0K+$5.0K2026-10-14
MBE Wealth Management, LLC
DECREASED3,8043,924-120-3%$615.8K$600.4K-$15.4K2026-10-26
DSG Capital Advisors, LLC
DECREASED3,8034,035-232-6%$632.6K$600.3K-$32.3K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED3,7773,772+5+0%$592.0K$596.2K+$4.2K2026-10-21
L. Roy Papp & Associates, LLP
UNCHANGED3,7683,76800%$591.4K$594.8K+$3.5K2026-10-21
Harmony Asset Management LLC
INCREASED3,7393,675+64+2%$576.8K$590.2K+$13.3K2026-10-20
Shade Tree Advisors LLC
INCREASED3,7191,362+2,357+173%$213.7K$587.0K+$373.3K2026-10-22
Ballast Financial Advisors LLC
INCREASED3,7113,690+21+1%$579.2K$585.8K+$6.6K2026-10-26
BOS Asset Management, LLC
UNCHANGED3,6853,68500%$578.4K$581.7K+$3.3K2026-10-09
Gutierrez Wealth Advisory, LLC
INCREASED3,6843,651+33+1%$573.0K$581.6K+$8.6K2026-11-02
AMG National Trust Bank
DECREASED3,6794,362-683-16%$684.6K$580.7K-$103.9K2026-11-05
Tenon Financial LLC
NEW3,626—+3,626——$572.4K—2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED3,6193,651-32-1%$573.0K$571.3K-$1.8K2026-10-27
Optima Capital LLC
DECREASED3,5683,627-59-2%$569.2K$563.3K-$6.0K2026-10-29
Tactive Advisors, LLC
INCREASED3,5633,562+1+0%$559.1K$562.4K+$3.3K2026-10-08
Columbus Macro, LLC
UNCHANGED3,5613,56100%$558.9K$562.1K+$3.2K2026-10-14
Creative Financial Designs Inc
INCREASED3,5363,198+338+11%$501.9K$558.2K+$56.3K2026-11-04
Financial Synergies Wealth Advisors, Inc.
DECREASED3,5323,659-127-3%$574.3K$557.6K-$16.8K2026-10-16
Hanson & Doremus Investment Management
INCREASED3,5133,435+78+2%$539.0K$555-$538.4K2026-10-16
Formidable Asset Management, LLC
UNCHANGED3,5003,50000%$484.1K$549.3K+$65.2K2026-11-03
Sound Income Strategies, LLC
INCREASED3,4692,792+677+24%$438.2K$550.7K+$112.5K2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED3,4582,946+512+17%$462.4K$545.8K+$83.4K2026-11-02
Old National Bancorp
UNCHANGED3,4493,44900%$541.3K$544.4K+$3.1K2026-10-20
Asset Dedication, LLC
INCREASED3,4383,281+157+5%$514.9K$542.7K+$27.8K2026-11-03
SimpliFi, Inc.
INCREASED3,4212,110+1,311+62%$331.2K$540.0K+$208.8K2026-10-28
Rinkey Investments
DECREASED3,4203,435-150%$539.1K$539.8K+$7242026-10-28
Perennial Advisors, LLC
DECREASED3,3893,405-160%$534.4K$535.0K+$5392026-10-13
Burton Enright Welch
INCREASED3,3773,189+188+6%$500.6K$533.0K+$32.5K2026-11-04
Addis & Hill, Inc
UNCHANGED3,3683,36800%$528.5K$528.5K$02026-10-19
AUA Capital Management, LLC
UNCHANGED3,3433,34300%$524.7K$527.7K+$3.0K2026-10-15
Earned Wealth Advisors, LLC
INCREASED3,3303,326+4+0%$522.1K$525.6K+$3.6K2026-11-06
G&S Capital LLC
DECREASED3,2973,901-604-15%$612.3K$520.4K-$91.8K2026-10-23
Allegheny Financial Group
INCREASED3,2812,578+703+27%$404.7K$517.9K+$113.3K2026-11-05
Dala Group, LLC
INCREASED3,2402,297+943+41%$360.5K$511.4K+$151.0K2026-10-29
SmartHarvest Portfolios, LLC
INCREASED3,2322,947+285+10%$462.5K$510.2K+$47.6K2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED3,2323,332-100-3%$523.0K$510.2K-$12.8K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED3,2103,155+55+2%$495.2K$506.7K+$11.5K2026-10-13
International Assets Investment Management, LLC
DECREASED3,2083,415-207-6%$533.1K$506.3K-$26.8K2026-11-02
J. Safra Sarasin Holding AG
DECREASED3,1713,260-89-3%$511.8K$500.5K-$11.3K2026-10-26
Regions Financial Corp
DECREASED3,1654,281-1,116-26%$671.9K$499.6K-$172.3K2026-11-05
Kwmg, LLC
INCREASED3,1593,127+32+1%$490.7K$498.7K+$7.9K2026-10-07
Kesler, Norman & Wride, LLC
INCREASED3,1452,730+415+15%$428.5K$496.5K+$68.0K2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED3,1432,748+395+14%$431.3K$496.1K+$64.8K2026-10-21
Quattro Financial Advisors LLC
NEW3,122—+3,122——$492.8K—2026-10-15
Johnson Bixby & Associates, LLC
INCREASED3,1143,111+3+0%$488.2K$491.5K+$3.2K2026-10-14
Paragon Advisors, LLC
INCREASED3,0651,546+1,519+98%$242.7K$483.8K+$241.2K2026-11-03
Ridgepath Capital Management LLC
DECREASED3,03725,040-22,003-88%$3.9M$479.4K-$3.5M2026-10-29
Resonant Capital Advisors, LLC
UNCHANGED3,0003,00000%$470.9K$473.6K+$2.7K2026-10-15
Montag A & Associates Inc
INCREASED2,9982,820+178+6%$442.6K$473.2K+$30.6K2026-10-29
Heartwood Wealth Advisors LLC
DECREASED2,9953,177-182-6%$498.6K$472.8K-$25.9K2026-10-05
Tillman Hartley LLC
DECREASED2,9883,095-107-3%$485.9K$471.8K-$14.1K2026-11-06
Central Trust Co
DECREASED2,9843,064-80-3%$480.9K$471.0K-$9.9K2026-11-05
Seven Mile Advisory
INCREASED2,9612,958+3+0%$464.4K$467.5K+$3.1K2026-10-22
CoreCap Advisors, LLC
INCREASED2,9342,803+131+5%$439.9K$463.2K+$23.2K2026-10-08
Gryphon Financial Partners LLC
INCREASED2,8682,867+1+0%$450.0K$452.7K+$2.7K2026-11-04
Financial & Tax Architects, LLC
DECREASED2,8555,486-2,631-48%$861.0K$450.6K-$410.3K2026-10-15
ETF Portfolio Partners, Inc.
INCREASED2,8342,675+159+6%$419.8K$447.3K+$27.5K2026-10-22
Cypress Wealth Services, LLC
UNCHANGED2,8222,82200%$442.9K$453.5K+$10.7K2026-10-21
Moors & Cabot, Inc.
INCREASED2,7972,220+577+26%$348.4K$441.5K+$93.1K2026-11-06
Nilsine Partners, LLC
NEW2,770—+2,770——$437.2K—2026-11-02
Courier Capital LLC
INCREASED2,7642,751+13+0%$431.8K$436.4K+$4.5K2026-10-19
Essential Partners LLC
DECREASED2,7583,069-311-10%$481.6K$435.4K-$46.2K2026-10-14
Boston Standard Wealth Management, LLC
DECREASED2,7322,768-36-1%$433.4K$431.3K-$2.2K2026-10-07
Fiduciary Advisors, Inc.
INCREASED2,7232,708+15+1%$425.0K$429.9K+$4.9K2026-10-16
Summit Investment Advisors, Inc.\KS
INCREASED2,7102,703+7+0%$424.2K$427.7K+$3.5K2026-11-05
Prosperity Planning, Inc.
UNCHANGED2,7102,71000%$425.3K$427.7K+$2.4K2026-10-09
Capital Planning LLC
INCREASED2,7091,814+895+49%$284.8K$427.7K+$142.9K2026-10-09
White Lighthouse Investment Management Inc.
INCREASED2,6751,593+1,082+68%$250.0K$422.3K+$172.3K2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED2,6722,533+139+5%$397.5K$421.8K+$24.3K2026-10-27
Avantax Planning Partners, Inc.
DECREASED2,6403,546-906-26%$556.5K$416.7K-$139.8K2026-11-03
Smith Salley Wealth Management
UNCHANGED2,6372,63700%$413.9K$416.3K+$2.4K2026-11-03
MontVue Capital Management, Inc.
UNCHANGED2,6342,63400%$413.4K$415.8K+$2.4K2026-10-19
RAM Investment Partners, LLC
UNCHANGED2,6322,63200%$413.1K$415.4K+$2.4K2026-10-21
Virtue Capital Management, LLC
NEW2,630—+2,630——$415.1K—2026-10-29
Boston Trust Walden Corp
UNCHANGED2,6252,62500%$412.0K$414.4K+$2.4K2026-10-30
Lutz Financial Services LLC
DECREASED2,6133,098-485-16%$486.2K$412.4K-$73.8K2026-11-06
Waller Financial Planning Group, Inc
INCREASED2,5942,531+63+2%$397.2K$409.4K+$12.2K2026-10-07
Xena Financial Planning, LLC
UNCHANGED2,5852,58500%$405.7K$408.0K+$2.3K2026-10-13
M Wealth Management, LLC
DECREASED2,5492,558-90%$401.4K$402.4K+$9712026-10-14
Prime Capital Investment Advisors, LLC
DECREASED2,5432,572-29-1%$403.7K$401.5K-$2.2K2026-10-20
Smart Wealth LLC
DECREASED2,5382,924-386-13%$458.9K$400.7K-$58.2K2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED2,5362,535+1+0%$397.9K$400.3K+$2.4K2026-11-03
Arcadia Investment Advisors LLC
DECREASED2,5352,572-37-1%$403.7K$400.2K-$3.5K2026-10-13
West Financial Advisors, LLC
UNCHANGED2,5352,53500%$397.9K$400.2K+$2.3K2026-10-22
Acorn Wealth Advisors, LLC
INCREASED2,5302,277+253+11%$357.3K$399.4K+$42.1K2026-10-19
Financial Planning Navigators Corp
DECREASED2,5263,083-557-18%$483.9K$398.7K-$85.1K2026-10-14
Nikulski Financial, Inc.
DECREASED2,5123,208-696-22%$503.5K$396.5K-$107.0K2026-11-06
RS Crum Inc.
DECREASED2,5103,060-550-18%$480.3K$396.2K-$84.1K2026-10-19
Rebalance, LLC
DECREASED2,5022,624-122-5%$411.9K$395.0K-$16.9K2026-10-22
Colonial River Investments, LLC
INCREASED2,4922,136+356+17%$335.2K$393.4K+$58.1K2026-10-19
Quadrant Private Wealth Management, LLC
NEW2,488—+2,488——$392.7K—2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED2,4852,479+6+0%$389.0K$392.2K+$3.2K2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED2,4762,470+6+0%$387.7K$390.9K+$3.2K2026-10-28
Evolution Advisers, Inc.
INCREASED2,4622,454+8+0%$385.0K$388.6K+$3.6K2026-11-06
Wetzel Investment Advisors, Inc.
DECREASED2,4522,464-120%$386.7K$387.0K+$3232026-10-13
WealthSpring Partners, LLC
DECREASED2,4243,333-909-27%$523.2K$382.6K-$140.6K2026-10-14
Melfa Wealth Management, Inc.
INCREASED2,4242,221+203+9%$348.6K$386.6K+$38.0K2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED2,3972,39700%$376.2K$378.3K+$2.2K2026-10-07
Uptick Partners, LLC
INCREASED2,3952,260+135+6%$354.8K$378.0K+$23.2K2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED2,3832,847-464-16%$446.8K$376.2K-$70.7K2026-10-28
CPR Investments Inc.
DECREASED2,3573,341-984-29%$524.4K$372.1K-$152.4K2026-10-26
Arlington Financial Advisors, LLC
NEW2,354—+2,354——$371.6K—2026-10-19
Hohimer Wealth Management, LLC
INCREASED2,3402,337+3+0%$366.8K$369.3K+$2.5K2026-11-04
Cynosure Group, LLC
INCREASED2,3262,322+4+0%$364.4K$367.3K+$2.9K2026-11-03
Embree Financial Group
INCREASED2,3182,315+3+0%$363.3K$365.9K+$2.6K2026-10-22
Ferguson Johnson Wealth Management Inc
INCREASED2,2952,289+6+0%$359.0K$362.3K+$3.3K2026-11-05
Total Investment Management Inc
NEW2,294—+2,294——$362.2K—2026-10-22
Sage Capital Advisors,llc
INCREASED2,2902,028+262+13%$318.4K$361.4K+$43.0K2026-10-13
Vista Finance, LLC
INCREASED2,2852,065+220+11%$324.1K$360.7K+$36.6K2026-10-23
Algorithmic Investment Models, LLC
INCREASED2,2852,262+23+1%$355.0K$360.7K+$5.7K2026-11-04
Beacon Financial Advisory LLC
INCREASED2,2832,189+94+4%$343.6K$360.3K+$16.7K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED2,2772,276+1+0%$357.3K$359.4K+$2.1K2026-10-15
Capital Asset Advisory Services LLC
DECREASED2,2722,367-95-4%$371.4K$355.6K-$15.8K2026-10-30
First Community Trust NA
DECREASED2,2382,415-177-7%$379.0K$353.3K-$25.8K2026-10-07
Maseco LLP
INCREASED2,2322,231+1+0%$350.2K$352.3K+$2.1K2026-10-27
JP Wealth Management, Inc.
UNCHANGED2,2302,23000%$350.0K$352.0K+$2.0K2026-10-07
Summit Global Investments
INCREASED2,2252,209+16+1%$347.0K$351-$346.6K2026-10-28
Gemmer Asset Management LLC
NEW2,219—+2,219——$350.3K—2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED2,2122,211+1+0%$347.1K$349.1K+$2.0K2026-10-22
AdvisorNet Financial, Inc
DECREASED2,2003,174-974-31%$498.2K$346.9K-$151.3K2026-10-15
Mindset Wealth Management, LLC
UNCHANGED2,2002,20000%$345.3K$347.3K+$2.0K2026-10-19
Register Financial Advisors LLC
INCREASED2,1992,194+5+0%$344.3K$347.1K+$2.8K2026-10-23
Cannon Financial Strategists, Inc.
INCREASED2,1801,685+495+29%$264.4K$344.1K+$79.7K2026-10-19
Schneider Downs Wealth Management Advisors, LP
UNCHANGED2,1652,16500%$339.8K$341.7K+$1.9K2026-10-27
Samalin Investment Counsel, LLC
INCREASED2,1572,152+5+0%$337.7K$340.5K+$2.8K2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED2,1572,15700%$338.5K$340.5K+$1.9K2026-10-30
TruNorth Capital Management, LLC
INCREASED2,1492,143+6+0%$336.3K$339.2K+$2.9K2026-10-14
Petersen Hastings Wealth Advisors Inc.
DECREASED2,1462,174-28-1%$341.2K$338.7K-$2.5K2026-10-27
Bedel Financial Consulting, Inc.
UNCHANGED2,1402,14000%$335.9K$337.8K+$1.9K2026-11-06
Roger Wittlin Investment Advisory, LLC
INCREASED2,1322,126+6+0%$333.8K$336.6K+$2.8K2026-10-19
Equitable Trust Co
UNCHANGED2,1322,13200%$334.6K$336.5K+$1.9K2026-10-13
Crestwood Advisors Group, LLC
INCREASED2,1282,115+13+1%$331.9K$335.9K+$4.0K2026-10-27
United Wealth Management, LLC
DECREASED2,1282,139-11-1%$335.7K$335.9K+$1892026-10-30
Buckhead Capital Management LLC
DECREASED2,1032,121-18-1%$333.0K$331.9K-$1.1K2026-11-03
Matisse Capital
UNCHANGED2,0852,08500%$327.2K$329.1K+$1.9K2026-10-29
Balboa Wealth Partners
INCREASED2,0542,050+4+0%$321.7K$324.2K+$2.5K2026-10-20
Frankly Finances, LLC
INCREASED2,0522,026+26+1%$318.0K$323.9K+$5.9K2026-10-28
Ballast Rock Private Wealth LLC
INCREASED2,0472,042+5+0%$320.5K$323.1K+$2.7K2026-10-26
Powerhouse Assets LLC
INCREASED2,0472,045+2+0%$321.0K$323.2K+$2.2K2026-10-19
DecisionPoint Financial, LLC
DECREASED2,0392,048-90%$319.7K$321.8K+$2.1K2026-10-27
Garde Capital, Inc.
INCREASED2,0331,918+115+6%$301.1K$320.8K+$19.8K2026-10-29
Thrive Wealth Management, LLC
DECREASED2,0183,109-1,091-35%$487.9K$318.5K-$169.4K2026-10-13
Zega Investments, LLC
INCREASED2,0101,707+303+18%$267.8K$317.3K+$49.5K2026-11-04
Certuity, LLC
DECREASED2,0022,094-92-4%$328.7K$316.0K-$12.6K2026-11-02
Citizens & Northern Corp
UNCHANGED2,0002,00000%$313.9K$315.7K+$1.8K2026-11-06
King Luther Capital Management Corp
UNCHANGED2,0002,00000%$313.9K$315.7K+$1.8K2026-11-05
Oliver Luxxe Assets LLC
INCREASED1,9871,980+7+0%$310.7K$313.6K+$2.9K2026-10-14
Tranquility Partners, LLC
UNCHANGED1,9871,98700%$311.9K$313.6K+$1.8K2026-10-20
Argonautica Private Wealth Management, Inc
DECREASED1,9771,988-11-1%$312.0K$312.1K+$532026-11-02
Elevate Wealth Advisory, Inc
INCREASED1,9741,803+171+9%$283.0K$311.6K+$28.6K2026-10-29
Directional Asset Management
INCREASED1,9741,970+4+0%$309.2K$311.6K+$2.4K2026-10-22
Imc-Chicago, LLC
INCREASED1,9671,277+690+54%$200.4K$310.5K+$110.1K2026-11-05
Squire Investment Management Company, LLC
NEW1,948—+1,948——$307.5K—2026-11-03
Klaas Financial Asset Advisors, LLC
UNCHANGED1,9411,94100%$304.6K$306.4K+$1.7K2026-10-19
PTM Wealth Management, LLC
INCREASED1,9311,926+5+0%$297.0K$310.3K+$13.3K2026-10-23
Meridian Wealth Management, LLC
NEW1,914—+1,914——$302.1K—2026-11-05
Everhart Financial Group, Inc.
DECREASED1,8851,891-60%$296.8K$297.6K+$7552026-10-08
Mallini Complete Financial Planning LLC
INCREASED1,8481,627+221+14%$255.4K$291.7K+$36.4K2026-10-06
Etesian Wealth Advisors, Inc.
UNCHANGED1,8441,84400%$289.4K$291.1K+$1.7K2026-10-27
Cypress Capital, LLC
INCREASED1,8421,810+32+2%$284.1K$290.8K+$6.7K2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED1,8381,311+527+40%$205.8K$290.1K+$84.4K2026-11-04
Independent Wealth Network Inc.
INCREASED1,8341,780+54+3%$279.4K$289.4K+$10.1K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED1,8261,773+53+3%$278.2K$288.3K+$10.1K2026-11-04
eCIO, Inc.
INCREASED1,8261,821+5+0%$285.8K$293.4K+$7.6K2026-11-02
Pacific Sage Partners, LLC
DECREASED1,8191,981-162-8%$310.9K$287.1K-$23.8K2026-10-21
Flagship Private Wealth, LLC
DECREASED1,8002,335-535-23%$366.4K$284.1K-$82.3K2026-11-05
United Advisor Group, LLC
DECREASED1,7882,143-355-17%$336.3K$282.2K-$54.1K2026-11-03
RTD Financial Advisors, Inc.
DECREASED1,7661,880-114-6%$295.0K$278.7K-$16.3K2026-10-09
Objective Capital Management, LLC
INCREASED1,7541,753+1+0%$275.1K$276.8K+$1.7K2026-10-13
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,7201,72000%$270.0K$271.5K+$1.5K2026-10-29
Matauro, LLC
NEW1,719—+1,719——$271.3K—2026-11-03
Financial Consulate, Inc
INCREASED1,7131,708+5+0%$268.1K$270.3K+$2.2K2026-10-23
Strid Group, LLC
INCREASED1,7051,703+2+0%$267.3K$269.2K+$1.9K2026-10-28
Spinnaker Investment Group, LLC
INCREASED1,6981,654+44+3%$259.5K$268.0K+$8.5K2026-10-13
Columbia Asset Management
INCREASED1,6951,570+125+8%$246.4K$267.6K+$21.1K2026-10-19
Point Nemo Capital, LLC
INCREASED1,6881,683+5+0%$264.2K$266.4K+$2.2K2026-11-03
Ascent Group, LLC
UNCHANGED1,6861,68600%$264.6K$266.1K+$1.5K2026-10-30
3Edge Asset Management, LP
DECREASED1,680421,666-419,986-100%$66.2M$265.2K-$65.9M2026-10-30
Harrell Investment Partners, LLC
UNCHANGED1,6741,67400%$262.7K$264.2K+$1.5K2026-10-15
Welch Group, LLC
INCREASED1,6701,662+8+0%$260.9K$263.6K+$2.7K2026-10-29
Appalachian Capital Management Ltd
UNCHANGED1,6571,65700%$260.1K$261.6K+$1.5K2026-10-14
Golden Bell Financial Planning LLC
INCREASED1,6501,605+45+3%$251.9K$260.5K+$8.6K2026-11-02
Professional Financial Advisors, LLC
NEW1,647—+1,647——$260.0K—2026-10-13
Aviance Capital Partners, LLC
INCREASED1,6451,445+200+14%$226.8K$259.7K+$32.9K2026-10-29
Confluence Wealth Services, Inc.
NEW1,632—+1,632——$257.5K—2026-11-05
Five Oceans Advisors
DECREASED1,6315,215-3,584-69%$818.5K$257.5K-$561.0K2026-10-22
Maltin Wealth Management, Inc.
DECREASED1,6281,748-120-7%$274.4K$257.0K-$17.3K2026-10-13
Purkiss Capital Advisors LLC
UNCHANGED1,6281,62800%$255.5K$257.0K+$1.5K2026-11-06
Euro Pacific Asset Management, LLC
NEW1,626—+1,626——$256.7K—2026-11-03
USAdvisors Wealth Management, LLC
INCREASED1,6151,613+2+0%$253.0K$254-$252.7K2026-10-21
HBK Sorce Advisory LLC
DECREASED1,6111,622-11-1%$259.8K$243.9K-$16.0K2026-11-06
Guyasuta Investment Advisors Inc
DECREASED1,6051,621-16-1%$254.5K$253.3K-$1.1K2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED1,6011,537+64+4%$241.2K$252.7K+$11.5K2026-10-13
Winthrop Advisory Group LLC
DECREASED1,5851,954-369-19%$306.6K$250.1K-$56.5K2026-10-22
Beaumont Financial Advisors, LLC
INCREASED1,5841,559+25+2%$244.7K$250.0K+$5.3K2026-10-22
Encompass More Asset Management
INCREASED1,5811,577+4+0%$247.6K$249.6K+$2.0K2026-10-16
Oath Planning, LLC
UNCHANGED1,5811,58100%$248.1K$249.6K+$1.4K2026-10-20
JDH Wealth Management, LLC
UNCHANGED1,5781,57800%$247.7K$249.1K+$1.4K2026-10-20
Jacobi Capital Management LLC
NEW1,573—+1,573——$248.3K—2026-11-05
Your Advocates Ltd., LLP
INCREASED1,5711,412+159+11%$221.6K$248.0K+$26.4K2026-11-03
Retiremitten Financial LLC
NEW1,569—+1,569——$248.4K—2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED1,5691,671-102-6%$262.3K$247.6K-$14.7K2026-10-21
Palisade Asset Management, LLC
UNCHANGED1,5591,55900%$244.7K$246.1K+$1.5K2026-11-03
Schear Investment Advisers, LLC
NEW1,553—+1,553——$245.1K—2026-10-14
Tempo Wealth, LLC
NEW1,553—+1,553——$245.1K—2026-10-14
Phillip James Consulting Co.
DECREASED1,5471,565-18-1%$245.6K$244.2K-$1.4K2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED1,5451,541+4+0%$241.8K$243.8K+$2.0K2026-10-29
Blue Bell Private Wealth Management, LLC
NEW1,541—+1,541——$243.2K—2026-10-29
Founders Financial Securities LLC
UNCHANGED1,5411,54100%$241.9K$243.2K+$1.4K2026-10-28
Pacific Asset Management, LLC
NEW1,524—+1,524——$240.6K—2026-10-15
Kraft, Davis & Associates, LLC
DECREASED1,5221,573-51-3%$244.4K$239.6K-$4.9K2026-10-21
Lpwm LLC
INCREASED1,5111,506+5+0%$236.4K$238.6K+$2.2K2026-10-20
Trek Financial, LLC
INCREASED1,5101,418+92+6%$222.6K$238.4K+$15.8K2026-10-29
Gibbs Wealth Management
DECREASED1,5073,495-1,988-57%$548.6K$237.9K-$310.7K2026-10-22
First Command Advisory Services, Inc.
NEW1,506—+1,506——$237.7K—2026-11-05
Bath Savings Trust Co
UNCHANGED1,5001,50000%$235.4K$236.8K+$1.4K2026-10-07
Klingman & Associates, LLC
UNCHANGED1,4881,48800%$233.5K$234.9K+$1.3K2026-10-20
JIM Saulnier & Associates, LLC
NEW1,467—+1,467——$231.6K—2026-11-04
Range Financial Group LLC
INCREASED1,4621,458+4+0%$228.8K$230.7K+$1.9K2026-10-21
Red Mountain Financial, LLC
INCREASED1,4531,450+3+0%$227.5K$229.4K+$1.9K2026-11-03
Cabot-Wellington, LLC
UNCHANGED1,4451,44500%$226.8K$228.1K+$1.3K2026-11-02
TFC Financial Management, Inc.
INCREASED1,4381,436+2+0%$225.3K$226.9K+$1.6K2026-10-26
Hurlow Wealth Management Group, Inc.
INCREASED1,4121,387+25+2%$217.7K$222.9K+$5.2K2026-10-29
Beacon Financial Strategies Corp
UNCHANGED1,4061,40600%$220.7K$222.0K+$1.3K2026-10-14
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED1,4041,40400%$220.4K$221.6K+$1.3K2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED1,4011,300+101+8%$202.8K$221.0K+$18.2K2026-10-21
E&G Advisors, LLC
DECREASED1,4001,480-80-5%$232.3K$221.0K-$11.3K2026-10-13
3Chopt Investment Partners, LLC
UNCHANGED1,3981,39800%$219.4K$220.6K+$1.3K2026-10-30
Trinity Financial Advisors LLC
INCREASED1,3961,344+52+4%$210.9K$220.4K+$9.5K2026-10-09
Founders Grove Wealth Partners, LLC
UNCHANGED1,3831,38300%$217.1K$218.3K+$1.2K2026-10-16
Donalies Financial Planning, LLC
INCREASED1,3731,355+18+1%$212.6K$216.7K+$4.1K2026-10-19
Allen Investment Management, LLC
UNCHANGED1,3731,37300%$215.5K$216.7K+$1.2K2026-11-03
HBW Advisory Services LLC
DECREASED1,3581,377-19-1%$216.2K$214.4K-$1.8K2026-10-15
Grantvest Financial Group LLC
UNCHANGED1,3491,34900%$211.7K$212.9K+$1.2K2026-10-21
Penobscot Wealth Management
UNCHANGED1,3421,34200%$210.6K$211.8K+$1.2K2026-10-21
Weitzel Financial Services, Inc.
INCREASED1,3371,291+46+4%$201.0K$212.6K+$11.6K2026-10-16
Topel & Distasi Wealth Management, LLC
NEW1,335—+1,335——$210.7K—2026-11-05
One Way Holdings LLC
NEW1,330—+1,330——$209.9K—2026-10-29
Private Client Services, LLC
NEW1,325—+1,325——$209.2K—2026-10-02
Connecticut Wealth Management, LLC
INCREASED1,3201,274+46+4%$200.0K$208.3K+$8.3K2026-10-13
Rakuten Securities, Inc.
DECREASED1,3171,676-359-21%$263.0K$207.9K-$55.2K2026-11-02
Soltis Investment Advisors LLC
DECREASED1,3111,905-594-31%$299.0K$206.9K-$92.1K2026-10-28
Legacy Advisors, LLC
DECREASED1,3091,960-651-33%$307.6K$206.6K-$101.0K2026-10-19
Wright Wealth LLC
NEW1,299—+1,299——$205.0K—2026-10-29
Archer Investment Management, LLC
UNCHANGED1,2911,29100%$202.6K$203.8K+$1.2K2026-10-13
Private Advisory Group LLC
NEW1,279—+1,279——$201.8K—2026-11-06
Compass Financial Management LLC
INCREASED1,2741,096+178+16%$175.6K$201.1K+$25.4K2026-10-30
Sapient Capital LLC
NEW1,272—+1,272——$200.9K—2026-10-08
Signature Equity Partners, LLC
INCREASED1,249129+1,120+868%$20.2K$197.2K+$176.9K2026-10-29
Rossmore Private Capital
UNCHANGED1,2451,24500%$195.4K$196.5K+$1.1K2026-10-27
BigSur Wealth Management LLC
UNCHANGED1,2401,24000%$194.6K$195.7K+$1.1K2026-10-13
Align Financial, LLC
UNCHANGED1,2361,23600%$193.9K$195.0K+$1.1K2026-10-16
Tompkins Financial Corp
UNCHANGED1,2191,21900%$191.3K$192.4K+$1.1K2026-10-05
Meriwether Wealth & Planning, LLC
NEW1,195—+1,195——$188.6K—2026-10-13
Ashurst Perkins Coie Trust Co
UNCHANGED1,1301,13000%$177.4K$178.4K+$1.0K2026-10-15
NBH Bank
UNCHANGED1,1211,12100%$175.9K$177.0K+$1.0K2026-11-05
Edgemoor Investment Advisors, Inc.
NEW1,113—+1,113——$175.7K—2026-11-03
GHP Investment Advisors, Inc.
INCREASED1,0341,016+18+2%$159.4K$163.3K+$3.9K2026-10-15
Nova Financial LLC
NEW956—+956——$150.9K—2026-11-04
Blue Trust, Inc.
DECREASED9491,270-321-25%$199.4K$149.9K-$49.5K2026-10-15
Princeton Global Asset Management LLC
INCREASED924897+27+3%$140.9K$145.9K+$5.0K2026-10-21
Mosley Wealth Management
INCREASED91598+817+834%$15.4K$144.9K+$129.5K2026-10-16
Center for Financial Planning, Inc.
INCREASED911891+20+2%$139.8K$143.8K+$4.0K2026-10-26
Root Financial Partners, LLC
NEW875—+875——$138.1K—2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED87187100%$136.7K$137.5K+$7842026-10-16
UMB Private Wealth Management, LLC
NEW829—+829——$130.9K—2026-10-19
Larson Financial Group LLC
INCREASED810809+1+0%$127.0K$127.8K+$7842026-11-05
Golden State Wealth Management, LLC
DECREASED778779-10%$122.4K$122.9K+$5392026-11-02
Archer Investment Corp
INCREASED757502+255+51%$78.7K$119.4K+$40.7K2026-11-05
Entrust Financial LLC
INCREASED740718+22+3%$112.7K$116.8K+$4.1K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED735641+94+15%$100.6K$116.0K+$15.4K2026-11-02
Next Level Wealth Planning, LLC
NEW704—+704——$111.1K—2026-10-29
Foresight Capital Management Advisors, Inc.
NEW700—+700——$110.5K—2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED680641+39+6%$100.6K$107.3K+$6.7K2026-10-15
Prudent Man Investment Management, Inc.
DECREASED6391,172-533-45%$165.3K$100.9K-$64.5K2026-11-03
10Elms LLP
DECREASED622657-35-5%$103.1K$98.2K-$5.0K2026-11-06
Washington Trust Advisors, Inc.
UNCHANGED62162100%$97.4K$98.1K+$6422026-10-22
Wilmington Savings Fund Society, FSB
INCREASED614551+63+11%$86.5K$96.9K+$10.4K2026-10-23
Westside Investment Management, Inc.
UNCHANGED60060000%$94.2K$94.7K+$5402026-11-02
SJS Investment Consulting Inc.
UNCHANGED60060000%$94.2K$94.7K+$5402026-10-26
First Bancorp, Inc
UNCHANGED57457400%$90.1K$90.6K+$5172026-10-26
Private Wealth Management Group, LLC
INCREASED568536+32+6%$84.1K$89.6K+$5.5K2026-10-19
Lanark Financial, Inc.
INCREASED563526+37+7%$82.6K$88.9K+$6.3K2026-10-26
Hurley Capital, LLC
INCREASED559435+124+29%$68.2K$88.2K+$20.0K2026-11-05
Barrett & Company, Inc.
INCREASED558533+25+5%$83.7K$88.1K+$4.4K2026-10-22
Maryland Capital Advisors Inc.
INCREASED554542+12+2%$85.1K$87.4K+$2.4K2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED546545+1+0%$85.6K$86.3K+$7102026-10-16
Rossby Financial, LCC
INCREASED53190+441+490%$14.1K$83.8K+$69.7K2026-11-05
Decker Retirement Planning Inc.
NEW519—+519——$81.9K—2026-10-19
Fairscale Capital, LLC
NEW496—+496——$77.1K—2026-11-04
Oakworth Capital, Inc.
UNCHANGED48148100%$75.1K$75.9K+$8322026-10-26
North Star Investment Management Corp.
INCREASED430389+41+11%$61.1K$67.8K+$6.7K2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED42542500%$66.7K$67.1K+$3832026-10-16
Eastern Bank
UNCHANGED42042000%$65.9K$66.3K+$3782026-10-05
Phillips Financial Management, LLC
DECREASED412422-10-2%$66.2K$65.0K-$1.2K2026-10-19
Sfam, LLC
UNCHANGED37737700%$59.2K$59.5K+$3392026-11-03
Wolff Wiese Magana LLC
UNCHANGED37037000%$58.1K$58.4K+$3332026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED328284+44+15%$45.0K$52-$44.9K2026-11-04
Advantage Trust Co
UNCHANGED32732700%$51.3K$51.6K+$2942026-10-19
Biltmore Family Office, LLC
UNCHANGED32332300%$50.7K$51.0K+$2912026-11-03
Bank of New Hampshire
UNCHANGED30030000%$47.1K$47.4K+$2702026-10-06
Ascentis Wealth Management, LLC
UNCHANGED29529500%$46.3K$46.6K+$2652026-11-03
Moisand Fitzgerald Tamayo, LLC
UNCHANGED29229200%$45.8K$46.1K+$2632026-10-15
Markowski Investments
INCREASED266230+36+16%$36.1K$42.0K+$5.9K2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED262256+6+2%$40.2K$41.3K+$1.2K2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED26026000%$40.8K$41.0K+$2342026-10-05
GoalVest Advisory LLC
NEW253—+253——$39.9K—2026-10-02
Proathlete Wealth Management LLC
UNCHANGED24224200%$38.0K$38.4K+$3152026-10-15
Evolution Wealth Management Inc.
UNCHANGED24224200%$38.0K$38.2K+$2182026-10-28
Fairway Wealth LLC
INCREASED234233+1+0%$36.6K$36.9K+$3032026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED21021000%$33.0K$33.1K+$1892026-10-30
Morling Financial Advisors, LLC
INCREASED203202+1+1%$31.7K$32.0K+$2632026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED20020000%$31.4K$31.6K+$1802026-10-14
City Holding Co
UNCHANGED19519500%$30.6K$30.8K+$1752026-10-19
Nemes Rush Group LLC
UNCHANGED19019000%$29.7K$30.0K+$2462026-11-04
Pacific Center for Financial Services
UNCHANGED18918900%$29.6K$29.9K+$2462026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED18918900%$29.7K$29.8K+$1702026-10-16
Compass Wealth Management LLC
NEW176—+176——$27.8K—2026-10-22
WestEnd Advisors, LLC
INCREASED16769+98+142%$10.8K$26.4K+$15.6K2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED16616600%$26.1K$26.2K+$1502026-10-23
Independence Bank of Kentucky
UNCHANGED15515500%$24.3K$24.5K+$1402026-10-26
Bayban
UNCHANGED15515500%$24.3K$24.3K$02026-11-05
Parkside Financial Bank & Trust
INCREASED154141+13+9%$22.2K$24.3K+$2.1K2026-10-27
MV Capital Management, Inc.
UNCHANGED15415400%$24.2K$24.3K+$1382026-10-29
Pathway Financial Advisers, LLC
NEW140—+140——$22.2K—2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED13913900%$21.7K$21.9K+$1802026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED13513500%$21.1K$21.3K+$2272026-10-20
William Mack & Associates, Inc.
NEW134—+134——$21.2K—2026-10-27
Nfsg Corp
UNCHANGED13213200%$20.7K$20.8K+$1292026-10-15
Fairman Group, LLC
DECREASED131746-615-82%$117.1K$20.7K-$96.5K2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED12512500%$19.6K$19.7K+$1132026-10-23
Financial Freedom, LLC
NEW122—+122——$19.3K—2026-11-06
McCarley & Cook Financial Planners
UNCHANGED11311300%$17.7K$17.8K+$1022026-10-21
Godsey & Gibb, Inc
DECREASED112132-20-15%$20.7K$17.7K-$3.0K2026-10-14
Costello Asset Management, Inc
UNCHANGED10710700%$16.7K$16.9K+$1382026-10-30
Gladwyn Financial Advisors, Inc.
UNCHANGED10610600%$16.6K$16.7K+$1372026-10-05
Financial Network Wealth Advisors LLC
DECREASED1052,741-2,636-96%$430.2K$16.6K-$413.6K2026-10-28
Winch Advisory Services, LLC
UNCHANGED10310300%$16.1K$16.2K+$1342026-11-06
Hartford Financial Management Inc.
NEW95—+95——$15.0K—2026-10-21
Harbor Investment Advisory, LLC
UNCHANGED959500%$14.9K$15.0K+$862026-10-13
Evermay Wealth Management LLC
UNCHANGED959500%$14.9K$15.0K+$852026-11-05
Allspring Global Investments Holdings, LLC
NEW85—+85——$13.5K—2026-11-04
Guardian Partners Inc.
INCREASED8231+51+165%$4.9K$12.9K+$8.1K2026-10-21
PayPay Securities Corp
INCREASED7978+1+1%$12.2K$12.5K+$2282026-10-27
Security National Bank
INCREASED7634+42+124%$5.3K$12.0K+$6.7K2026-10-26
Gold Investment Management Ltd.
INCREASED7170+1+1%$11.0K$11.2K+$2222026-10-19
4Thought Financial Group Inc.
INCREASED6967+2+3%$10.5K$10.9K+$3282026-11-02
Midwest Capital Advisors, LLC
NEW58—+58——$9.2K—2026-11-04
Davis Capital Management
UNCHANGED525200%$8.2K$8.2K+$682026-10-08
Joseph Group Capital Management
INCREASED4432+12+38%$5.0K$6.9K+$1.9K2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
NEW35—+35——$5.5K—2026-10-28
Elevated Capital Advisors, LLC
DECREASED3336-3-8%$5.7K$5.2K-$4412026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED333300%$5.2K$5.2K+$302026-10-20
Ascentis Independent Advisors
NEW32—+32——$5.0K—2026-11-03
WPG Advisers, LLC
NEW32—+32——$5.0K—2026-10-27
Coastline Trust Co
UNCHANGED303000%$4.7K$4.7K+$272026-10-01
Gen-Wealth Partners Inc
INCREASED2926+3+12%$4.0K$4.6K+$5452026-11-04
Toth Financial Advisory Corp
NEW27—+27——$4.3K—2026-10-08
Bfsg, LLC
UNCHANGED262600%$4.1K$4.1K+$242026-10-30
Trust Co of Toledo NA
NEW18—+18——$2.8K—2026-10-16
Wilkerson Advisory Group LLC
INCREASED1817+1+6%$2.8K$2.8K+$232026-10-20
Central Pacific Bank - Trust Division
UNCHANGED181800%$2.8K$2.8K+$162026-10-06
Legacies Wealth LLC
UNCHANGED171700%$2.7K$2.7K+$152026-11-02
Laurel Wealth Advisors LLC
NEW16—+16——$2.5K—2026-10-27
Heritage Family Offices, LLP
NEW16—+16——$2.5K—2026-11-02
MassMutual Private Wealth & Trust, FSB
NEW14—+14——$2.2K—2026-10-05
Bell Investment Advisors, Inc
UNCHANGED141400%$2.2K$2.3K+$182026-10-29
Catherine Avery Investment Management LLC
NEW13—+13——$2.1K—2026-10-14
First Horizon Corp
UNCHANGED131300%$2.0K$2.1K+$122026-10-26
Aspect Partners, LLC
UNCHANGED131300%$2.0K$2.1K+$122026-10-20
Pillar Financial Advisors, LLC
DECREASED1244-32-73%$6.9K$1.8K-$5.1K2026-10-21
Dynamic Wealth Strategies, LLC
UNCHANGED8800%$1.3K$1.3K+$72026-10-16
Nvwm, LLC
UNCHANGED7700%$1.2K$1.2K+$92026-10-14
Balance Wealth Partners LLC
NEW6—+6——$947—2026-10-27
Concord Wealth Partners
DECREASED610-4-40%$1.6K$947-$6232026-11-02
1620 Investment Advisors, Inc.
UNCHANGED5500%$785$789+$42026-11-04
RHL Group, LLC
NEW4—+4——$631—2026-11-04
Quaker Wealth Management, LLC
UNCHANGED3300%$471$474+$32026-10-22
DT Investment Partners, LLC
NEW2—+2——$316—2026-10-27
Wealth Analytics Partners, LLC
NEW1—+1——$165—2026-10-19
Atwood & Palmer Inc
UNCHANGED1100%$156$158+$22026-10-08
Main Street Group, LTD
UNCHANGED1100%$157$158+$12026-10-28
Fourpath Capital Management, LLC
CLOSED092,563-92,563-100%$14.5M$0-$14.5M2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED020,300-20,300-100%$3.2M$0-$3.2M2026-11-03
Certior Financial Group, LLC
CLOSED012,335-12,335-100%$1.9M$0-$1.9M2026-10-19
Alliance Wealth Advisors, LLC
CLOSED011,351-11,351-100%$1.8M$0-$1.8M2026-10-28
Advisor OS, LLC
CLOSED08,650-8,650-100%$1.4M$0-$1.4M2026-11-03
SteelPeak Wealth, LLC
CLOSED08,554-8,554-100%$1.3M$0-$1.3M2026-10-16
TBH Global Asset Management, LLC
CLOSED06,730-6,730-100%$1.1M$0-$1.1M2026-11-03
Matrix Trust Co
CLOSED04,378-4,378-100%$687$0-$6872026-10-07
Pekin Hardy Strauss, Inc.
CLOSED03,471-3,471-100%$544.8K$0-$544.8K2026-11-02
Genus Capital Management Inc.
CLOSED02,417-2,417-100%$379.3K$0-$379.3K2026-11-04
Norden Group LLC
CLOSED02,387-2,387-100%$374.7K$0-$374.7K2026-10-20
Alliance Wealth Management Group
CLOSED02,365-2,365-100%$371.2K$0-$371.2K2026-10-29
Towercrest Capital Management
CLOSED02,365-2,365-100%$371.2K$0-$371.2K2026-10-23
Goldstein Advisors, LLC
CLOSED02,237-2,237-100%$351.1K$0-$351.1K2026-10-15
Sunpointe, LLC
CLOSED01,646-1,646-100%$258.3K$0-$258.3K2026-10-22
Stegent Equity Advisors, Inc.
CLOSED01,588-1,588-100%$249.2K$0-$249.2K2026-10-13
Global Wealth Management Investment Advisory, Inc.
CLOSED01,583-1,583-100%$248.5K$0-$248.5K2026-11-04
Financial Harvest, LLC
CLOSED01,510-1,510-100%$237.0K$0-$237.0K2026-10-15
Mission Financial Group, LLC
CLOSED01,365-1,365-100%$214.3K$0-$214.3K2026-10-21
MPS Loria Financial Planners, LLC
CLOSED01,321-1,321-100%$207.3K$0-$207.3K2026-10-14
Values Added Financial LLC
CLOSED01,315-1,315-100%$206.4K$0-$206.4K2026-10-28
Rochester Wealth Strategies, LLC
CLOSED01,314-1,314-100%$206.2K$0-$206.2K2026-11-03
Robinswood Financial LLC
CLOSED0738-738-100%$115.8K$0-$115.8K2026-10-20
Cornerstone Planning Group LLC
CLOSED0490-490-100%$76.5K$0-$76.5K2026-10-16
Salem Investment Counselors Inc
CLOSED0330-330-100%$51.8K$0-$51.8K2026-10-13
Sims Investment Management, LLC
CLOSED0298-298-100%$46.8K$0-$46.8K2026-10-13
Belvedere Trading LLC
CLOSED0284-284-100%$44.6K$0-$44.6K2026-11-05
Highline Wealth Partners LLC
CLOSED0280-280-100%$43.9K$0-$43.9K2026-10-19
MCF Advisors LLC
CLOSED0220-220-100%$34.5K$0-$34.5K2026-10-28
Institute for Wealth Management, Llc.
CLOSED0123-123-100%$19.3K$0-$19.3K2026-11-06
Friedenthal Financial
CLOSED089-89-100%$14.0K$0-$14.0K2026-10-27
Pittenger & Anderson Inc
CLOSED021-21-100%$3.3K$0-$3.3K2026-11-02
Community Financial Services Group, LLC
CLOSED015-15-100%$2.3K$0-$2.3K2026-10-15
Albion Financial Group
CLOSED03-3-100%$489$0-$4892026-10-21
Morgan Stanley
N/A—10,646,703-10,646,703-100%$1.7B———
Cambridge Associates LLC
N/A—9,031,741-9,031,741-100%$1.4B———
Bank of America Corp
N/A—5,330,835-5,330,835-100%$836.7M———
UBS Group AG
N/A—4,833,679-4,833,679-100%$758.6M———
Schroder Investment Management Group
N/A—2,970,012-2,970,012-100%$462.8M———
Royal Bank of Canada
N/A—2,589,027-2,589,027-100%$406.3M———
Northern Trust Corp
N/A—2,491,748-2,491,748-100%$391.1M———
Northwestern Mutual Wealth Management Co
N/A—2,343,448-2,343,448-100%$367.8M———
Brandywine Trust Co
N/A—2,106,020-2,106,020-100%$330.5M———
Envestnet Asset Management Inc
N/A—2,099,070-2,099,070-100%$329.1M———
Alliancebernstein L.P.
N/A—1,481,252-1,481,252-100%$204.9M———
Jane Street Group, LLC
N/A—1,400,111-1,400,111-100%$219.7M———
SCS Capital Management LLC
N/A—1,394,823-1,394,823-100%$218.9M———
Global Endowment Management, LP
N/A—1,331,484-1,331,484-100%$209.0M———
Wells Fargo & Company
N/A—1,243,489-1,243,489-100%$195.2M———
Permanent Capital Management, LP
N/A—1,160,445-1,160,445-100%$182.1M———
Rockefeller Capital Management L.P.
N/A—1,126,075-1,126,075-100%$176.7M———
Brown Advisory Inc
N/A—994,218-994,218-100%$156.0M———
Bessemer Group Inc
N/A—967,468-967,468-100%$151.8M———
Vernal Point Advisors, LLC
N/A—954,731-954,731-100%$149.8M———
Cetera Investment Advisers
N/A—948,998-948,998-100%$148.9M———
DC Investments Management, LLC
N/A—877,390-877,390-100%$137.7M———
Cerity Partners Ocio LLC
N/A—876,239-876,239-100%$137.5M———
Raymond James Financial Inc
N/A—832,433-832,433-100%$130.7M———
Cresset Asset Management, LLC
N/A—815,552-815,552-100%$128.0M———
Nepc LLC
N/A—800,713-800,713-100%$125.7M———
Quantinno Capital Management LP
N/A—756,025-756,025-100%$118.7M———
UBS Asset Management Americas LLC
N/A—752,555-752,555-100%$118.1M———
Zhang Financial LLC
N/A—739,897-739,897-100%$116.1M———
Mariner, LLC
N/A—701,429-701,429-100%$109.6M———
Allianz Asset Management GmbH
N/A—677,714-677,714-100%$106.4M———
Jones Financial Companies Lllp
N/A—676,102-676,102-100%$104.1M———
Ameriprise Financial Inc
N/A—664,465-664,465-100%$104.3M———
OneDigital Investment Advisors LLC
N/A—646,457-646,457-100%$101.5M———
Cerity Partners LLC
N/A—630,139-630,139-100%$98.9M———
Wind River Trust Co
N/A—622,577-622,577-100%$97.7M———
Goldman Sachs Group Inc
N/A—615,494-615,494-100%$96.6M———
HighTower Advisors, LLC
N/A—612,064-612,064-100%$96.1M———
Partners Capital Investment Group, LLP
N/A—606,900-606,900-100%$95.3M———
Tiff Advisory Services, LLC
N/A—601,770-601,770-100%$94.4M———
JPMorgan Chase & Co
N/A—565,546-565,546-100%$88.1M———
MAI Capital Management
N/A—540,619-540,619-100%$84.9M———
NewEdge Advisors, LLC
N/A—530,329-530,329-100%$83.2M———
Prudential PLC
N/A—497,700-497,700-100%$78.1M———
Bleakley Financial Group, LLC
N/A—472,232-472,232-100%$74.1M———
TLT Family Holdco ULC
N/A—451,000-451,000-100%$70.8M———
Focus Partners Wealth
N/A—447,498-447,498-100%$70.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—399,362-399,362-100%$62.7M———
Jasper Ridge Partners, L.P.
N/A—389,261-389,261-100%$61.1M———
Sollinda Capital Management LLC
N/A—371,259-371,259-100%$58.3M———
Evelyn Partners Group Ltd
N/A—363,966-363,966-100%$48.0M———
MML Investors Services, LLC
N/A—353,287-353,287-100%$55.4M———
Osaic Holdings, Inc.
N/A—348,399-348,399-100%$54.7M———
University of Chicago
N/A—329,142-329,142-100%$51.7M———
Threadgill Financial, LLC
N/A—294,150-294,150-100%$46.2M———
Madrone Advisors, LLC
N/A—256,758-256,758-100%$40.3M———
Stifel Financial Corp
N/A—238,938-238,938-100%$37.5M———
&partners
N/A—233,927-233,927-100%$36.7M———
Ethos Financial Group, LLC
N/A—226,605-226,605-100%$34.5M———
Proficio Capital Partners LLC
N/A—220,660-220,660-100%$34.6M———
Retirement Capital Strategies
N/A—217,779-217,779-100%$34.2M———
Sivia Capital Partners, LLC
N/A—209,722-209,722-100%$32.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—209,500-209,500-100%$32.9M———
Compass Advisory Group LLC
N/A—204,196-204,196-100%$32.0M———
Wealthfront Advisers LLC
N/A—192,757-192,757-100%$30.3M———
Coldstream Capital Management Inc
N/A—184,149-184,149-100%$28.9M———
Mercer Global Advisors Inc
N/A—180,212-180,212-100%$28.3M———
Addison Capital Co
N/A—179,388-179,388-100%$28.2M———
FMR LLC
N/A—165,587-165,587-100%$26.0M———
BlackRock, Inc.
N/A—165,271-165,271-100%$25.9M———
Heritage Wealth Advisors
N/A—164,556-164,556-100%$25.8M———
Moneta Group Investment Advisors LLC
N/A—157,056-157,056-100%$24.6M———
Wealthspire Advisors, LLC
N/A—153,843-153,843-100%$24.1M———
Summit Trail Advisors, LLC
N/A—144,882-144,882-100%$22.7M———
Highland Investment Advisors LLC
N/A—136,137-136,137-100%$21.4M———
Smartleaf Asset Management LLC
N/A—134,512-134,512-100%$21.0M———
Goldstone Financial Group, LLC
N/A—129,961-129,961-100%$20.4M———
Benjamin Edwards Inc
N/A—129,762-129,762-100%$20.4M———
Glenmede Trust Co NA
N/A—125,422-125,422-100%$19.7M———
Gotham Asset Management, LLC
N/A—123,122-123,122-100%$19.3M———
Capital Group Private Client Services, Inc.
N/A—123,105-123,105-100%$19.3M———
Red Wave Investments LLC
N/A—120,028-120,028-100%$18.8M———
Consilio Wealth Advisors, LLC
N/A—118,589-118,589-100%$18.6M———
Stratos Wealth Advisors, LLC
N/A—118,306-118,306-100%$18.6M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—116,870-116,870-100%$18.3M———
Bank of Nova Scotia
N/A—116,560-116,560-100%$18.3M———
Beacon Pointe Advisors, LLC
N/A—116,475-116,475-100%$18.3M———
Vanguard National Trust Co
N/A—114,948-114,948-100%$18.0M———
Basecamp Wealth Advisors LLC
N/A—114,837-114,837-100%$18.0M———
Loomis Sayles & Co L P
N/A—113,750-113,750-100%$17.9M———
Rathbones Group PLC
N/A—113,149-113,149-100%$17.8M———
Natixis Advisors, LLC
N/A—108,515-108,515-100%$17.0M———
M&T Bank Corp
N/A—106,426-106,426-100%$16.7M———
Choate Investment Advisors
N/A—105,217-105,217-100%$16.5M———
GeoWealth Management, LLC
N/A—103,620-103,620-100%$16.3M———
BBR Partners, LLC
N/A—103,368-103,368-100%$16.2M———
NewEdge Wealth, LLC
N/A—101,566-101,566-100%$15.9M———
Nest Investments, LLC
N/A—100,723-100,723-100%$15.8M———
Marex Group Ltd
N/A—99,561-99,561-100%$15.6M———
South Dakota Investment Council
N/A—97,932-97,932-100%$15.4M———
Orcam Financial Group
N/A—95,303-95,303-100%$15.0M———
Bank of Montreal
N/A—92,835-92,835-100%$14.6M———
Bridgewater Advisors Inc.
N/A—91,077-91,077-100%$14.4M———
Proffitt & Goodson Inc
N/A—89,779-89,779-100%$14.1M———
Stephens Inc
N/A—89,263-89,263-100%$14.0M———
Aspen Grove Capital, LLC
N/A—88,904-88,904-100%$14.0M———
Private Advisor Group, LLC
N/A—88,828-88,828-100%$13.9M———
Pathstone Holdings, LLC
N/A—87,030-87,030-100%$13.7M———
Lighthouse Investment Partners, LLC
N/A—86,830-86,830-100%$13.6M———
Leavell Investment Management, Inc.
N/A—86,803-86,803-100%$13.6M———
Oxford Financial Group, Ltd. LLC
N/A—85,197-85,197-100%$13.4M———
Sequoia Financial Advisors, LLC
N/A—84,429-84,429-100%$13.3M———
Vestmark Advisory Solutions, Inc.
N/A—83,215-83,215-100%$13.1M———
Waverly Advisors, LLC
N/A—81,747-81,747-100%$12.8M———
Okabena Investment Services Inc
N/A—80,367-80,367-100%$12.6M———
Frisch Financial Group, Inc.
N/A—77,814-77,814-100%$12.2M———
Seldon Capital LP
N/A—75,547-75,547-100%$11.9M———
Hirtle & Co., LLC
N/A—75,367-75,367-100%$11.8M———
Renaissance Technologies LLC
N/A—73,700-73,700-100%$11.6M———
Sanctuary Advisors, LLC
N/A—72,923-72,923-100%$11.4M———
United Capital Financial Advisors, LLC
N/A—72,017-72,017-100%$11.3M———
AQR Capital Management LLC
N/A—69,616-69,616-100%$10.9M———
CIBC World Market Inc.
N/A—66,317-66,317-100%$10.4M———
FAS Wealth Partners, Inc.
N/A—66,101-66,101-100%$10.4M———
Empowered Funds, LLC
N/A—65,808-65,808-100%$10.3M———
Belpointe Asset Management LLC
N/A—64,804-64,804-100%$10.2M———
Stratos Wealth Partners, Ltd.
N/A—63,050-63,050-100%$9.9M———
Captrust Financial Advisors
N/A—62,824-62,824-100%$9.9M———
Vestwell Advisors, LLC
N/A—61,702-61,702-100%$9.7M———
Mutual Advisors, LLC
N/A—61,627-61,627-100%$9.7M———
Boxwood Ventures, Inc.
N/A—61,434-61,434-100%$9.6M———
49 Wealth Management, LLC
N/A—60,197-60,197-100%$9.4M———
Alongside, LLC
N/A—60,197-60,197-100%$9.4M———
Betterment LLC
N/A—59,766-59,766-100%$9.4M———
Walter & Keenan Wealth Management LLC
N/A—59,518-59,518-100%$9.3M———
Westmount Partners, LLC
N/A—59,056-59,056-100%$9.3M———
RWA Wealth Partners, LLC
N/A—59,026-59,026-100%$9.3M———
Banco Santander, S.A.
N/A—57,064-57,064-100%$9.0M———
Fiduciary Trust Co
N/A—56,050-56,050-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—55,724-55,724-100%$8.7M———
Atlas Capital Advisors Inc.
N/A—55,587-55,587-100%$8.7M———
BFC Planning, Inc.
N/A—55,157-55,157-100%$8.7M———
Twin Focus Capital Partners, LLC
N/A—54,226-54,226-100%$8.5M———
Bluespring Wealth Management, LLC
N/A—53,515-53,515-100%$8.4M———
Investments & Financial Planning, LLC
N/A—53,265-53,265-100%$8.4M———
Gateway Wealth Partners, LLC
N/A—49,900-49,900-100%$7.8M———
Janney Montgomery Scott LLC
N/A—49,877-49,877-100%$7.8M———
Dorsey & Whitney Trust Co LLC
N/A—49,705-49,705-100%$7.8M———
Vantage Point Financial LLC
N/A—48,599-48,599-100%$7.6M———
IEQ Capital, LLC
N/A—47,166-47,166-100%$7.4M———
Equitable Holdings, Inc.
N/A—47,119-47,119-100%$7.4M———
Harbour Investments, Inc.
N/A—45,917-45,917-100%$7.2M———
Clear Street Group Inc.
N/A—44,449-44,449-100%$7.0M———
Iconiq Capital, LLC
N/A—44,050-44,050-100%$6.9M———
Ancora Advisors LLCA
N/A—43,665-43,665-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—43,420-43,420-100%$6.8M———
Centaurus Financial, Inc.
N/A—42,830-42,830-100%$6.7M———
Envestnet Portfolio Solutions, Inc.
N/A—41,754-41,754-100%$6.6M———
Caprock Group, LLC
N/A—41,331-41,331-100%$6.5M———
Fi3 Financial Advisors, LLC
N/A—41,008-41,008-100%$15.2M———
Security National Bank of SO DAK
N/A—40,990-40,990-100%$6.4M———
EP Wealth Advisors, LLC
N/A—40,904-40,904-100%$6.4M———
Cura Wealth Advisors, LLC
N/A—40,637-40,637-100%$6.4M———
Pinnacle Financial Partners, Inc.
N/A—40,340-40,340-100%$6.3M———
Blair William & Co
N/A—40,067-40,067-100%$6.3M———
Arkadios Wealth Advisors
N/A—39,900-39,900-100%$6.3M———
Silver Coast Investments LLC
N/A—39,123-39,123-100%$6.1M———
Kingsview Wealth Management, LLC
N/A—38,955-38,955-100%$6.1M———
Northstar Group, Inc.
N/A—38,729-38,729-100%$6.1M———
Planning Directions Inc
N/A—38,436-38,436-100%$6.0M———
First Financial Bankshares Inc
N/A—37,793-37,793-100%$5.9M———
SummitTX Capital, L.P.
N/A—36,028-36,028-100%$5.7M———
Numerai GP LLC
N/A—35,083-35,083-100%$5.5M———
Noble Wealth Partners LLC
N/A—34,761-34,761-100%$5.5M———
Ballentine Partners, LLC
N/A—34,539-34,539-100%$5.4M———
Novak & Powell Financial Services, Inc.
N/A—34,457-34,457-100%$5.4M———
Snowden Capital Advisors LLC
N/A—33,569-33,569-100%$5.3M———
First Pacific Advisors, LP
N/A—33,151-33,151-100%$5.2M———
IMA Advisory Services, Inc.
N/A—33,012-33,012-100%$5.2M———
Greenline Partners, LLC
N/A—32,660-32,660-100%$5.1M———
Galilei Investment Office LLP
N/A—32,623-32,623-100%$5.1M———
Atomic Invest LLC
N/A—32,253-32,253-100%$5.0M———
Mayflower Financial Advisors, LLC
N/A—31,884-31,884-100%$5.0M———
Capital International Investors
N/A—30,896-30,896-100%$4.8M———
Kintra Wealth, LLC
N/A—30,599-30,599-100%$5.0M———
Forum Finance Group S.A.
N/A—29,231-29,231-100%$3.7K———
Chilton Investment Co Inc.
N/A—28,047-28,047-100%$4.4M———
Ariel Investments, LLC
N/A—27,941-27,941-100%$4.4M———
Windsor Advisory Group, LLC
N/A—27,435-27,435-100%$4.3M———
Fort Point Capital Partners LLC
N/A—26,953-26,953-100%$4.2M———
Curi Capital, LLC
N/A—25,875-25,875-100%$4.1M———
Compass Capital Corp
N/A—24,694-24,694-100%$4.0M———
Scotia Capital Inc.
N/A—24,558-24,558-100%$3.9M———
Insigneo Advisory Services, LLC
N/A—24,536-24,536-100%$3.9M———
Wilson & Boucher Capital Management, LLC
N/A—23,993-23,993-100%$3.8M———
Aspiring Ventures, LLC
N/A—23,318-23,318-100%$3.7M———
Freestone Capital Holdings, LLC
N/A—23,165-23,165-100%$3.6M———
Asset Management Group, Inc.
N/A—23,125-23,125-100%$3.6M———
Stokes Family Office, LLC
N/A—23,095-23,095-100%$3.6M———
Financial Plan, Inc.
N/A—22,679-22,679-100%$3.6M———
BSW Wealth Partners
N/A—22,524-22,524-100%$3.5M———
O'shaughnessy Asset Management, LLC
N/A—22,279-22,279-100%$3.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—22,268-22,268-100%$3.5M———
Allie Family Office LLC
N/A—22,090-22,090-100%$3.5M———
Ameritas Advisory Services, LLC
N/A—21,717-21,717-100%$3.4M———
Franklin Resources Inc
N/A—21,210-21,210-100%$3.3M———
Midwestern Financial, LLC
N/A—20,796-20,796-100%$3.3M———
World Investment Advisors
N/A—20,611-20,611-100%$2.9M———
Fiducient Advisors LLC
N/A—20,411-20,411-100%$3.2M———
Gladstone Institutional Advisory LLC
N/A—20,402-20,402-100%$3.2M———
Investment Counsel Co of Nevada
N/A—20,400-20,400-100%$3.2M———
Permanens Capital L.P.
N/A—20,200-20,200-100%$3.2M———
Luminist Capital LLC
N/A—20,139-20,139-100%$3.2M———
Prime Buchholz LLC
N/A—19,773-19,773-100%$3.1M———
Federation des caisses Desjardins du Quebec
N/A—19,484-19,484-100%$3.1M———
Bank Hapoalim BM
N/A—19,179-19,179-100%$3.0M———
Focus Partners Advisor Solutions, LLC
N/A—18,457-18,457-100%$2.9M———
Millennium Management LLC
N/A—18,400-18,400-100%$2.9M———
Xcelsior Advisor Partners LLC
N/A—17,996-17,996-100%$2.8M———
Neuberger Berman Group LLC
N/A—17,958-17,958-100%$2.8M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—17,676-17,676-100%$2.8M———
Colter Lewis Investment Partners LLC
N/A—17,406-17,406-100%$2.7M———
Edmond de Rothschild Holding S.A.
N/A—17,000-17,000-100%$2.7M———
Cantor Fitzgerald, L. P.
N/A—16,960-16,960-100%$2.7M———
W1m Asset Management Ltd
N/A—16,778-16,778-100%$2.6M———
HTG Investment Advisors, Inc.
N/A—16,636-16,636-100%$2.6M———
Astoria Strategic Wealth, Inc.
N/A—16,308-16,308-100%$2.6M———
EWA, LLC
N/A—16,202-16,202-100%$2.5M———
AlTi Global, Inc.
N/A—16,072-16,072-100%$2.5M———
Copia Wealth Management
N/A—15,829-15,829-100%$2.5M———
CBM Financial, LLC
N/A—15,751-15,751-100%$2.4M———
Arax Advisory Partners
N/A—15,468-15,468-100%$2.4M———
DV Trading LLC
N/A—15,243-15,243-100%$2.4M———
Granite Bay Wealth Management, LLC
N/A—15,005-15,005-100%$2.4M———
Evercore Wealth Management, LLC
N/A—14,859-14,859-100%$2.3M———
Cornerstone Financial Group, LLC
N/A—14,703-14,703-100%$2.3M———
Global Retirement Partners, LLC
N/A—14,442-14,442-100%$2.3M———
Strategic Investment Solutions, Inc.
N/A—14,193-14,193-100%$2.2M———
Texas Yale Capital Corp.
N/A—14,154-14,154-100%$2.2M———
Great Valley Advisor Group, Inc.
N/A—14,008-14,008-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—13,895-13,895-100%$2.2M———
SHP Wealth Management
N/A—13,345-13,345-100%$2.1M———
Mayport, LLC
N/A—13,281-13,281-100%$2.1M———
Bartlett & Co. Wealth Management LLC
N/A—13,274-13,274-100%$2.1M———
Two Sigma Securities, LLC
N/A—13,193-13,193-100%$2.1M———
Waddell & Associates, LLC
N/A—13,083-13,083-100%$2.1M———
Vanguard Advisers Inc
N/A—12,949-12,949-100%$2.0M———
Keating Financial Advisory Services, Inc.
N/A—12,474-12,474-100%$2.0M———
Lbmc Investment Advisors, LLC
N/A—12,172-12,172-100%$1.9M———
HSBC Holdings PLC
N/A—12,034-12,034-100%$1.9M———
Family Manage LLC
N/A—11,987-11,987-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—11,943-11,943-100%$1.9M———
Weiss Asset Management LP
N/A—11,920-11,920-100%$1.9M———
CIBC Bancorp USA Inc.
N/A—11,621-11,621-100%$1.8M———
Nicolet Bankshares Inc
N/A—11,049-11,049-100%$1.7M———
Nomura Asset Management Co LTD
N/A—10,996-10,996-100%$1.7M———
Capitolis Liquid Global Markets LLC
N/A—10,800-10,800-100%$1.7M———
Flatrock Wealth Partners LLC
N/A—10,612-10,612-100%$1.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—10,495-10,495-100%$1.6M———
Tidal Investments LLC
N/A—10,445-10,445-100%$1.6M———
HighPoint Advisor Group LLC
N/A—10,438-10,438-100%$1.6M———
Fiduciary Group, LLC
N/A—10,180-10,180-100%$1.6M———
Roehl & Yi Investment Advisors, LLC
N/A—10,168-10,168-100%$1.6M———
Fortis Capital Advisors, LLC
N/A—10,076-10,076-100%$1.6M———
RBF Capital, LLC
N/A—10,000-10,000-100%$1.6M———
Windward Private Wealth Management Inc.
N/A—9,750-9,750-100%$1.5M———
IHT Wealth Management, LLC
N/A—9,724-9,724-100%$1.5M———
Tudor Financial Inc.
N/A—9,530-9,530-100%$1.5M———
HFM Investment Advisors, LLC
N/A—9,404-9,404-100%$1.5M———
Roundview Capital LLC
N/A—9,317-9,317-100%$1.5M———
Rothschild Investment LLC
N/A—9,105-9,105-100%$1.4M———
Pine Harbor Wealth Management, LLC
N/A—8,968-8,968-100%$1.4M———
Mosaic Advisors LLC
N/A—8,957-8,957-100%$1.4M———
Savvy Advisors, Inc.
N/A—8,816-8,816-100%$1.4M———
Cardiff Park Advisors, LLC
N/A—8,785-8,785-100%$1.4M———
Keel Point, LLC
N/A—8,741-8,741-100%$1.4M———
Stillwater Private Wealth, LLC
N/A—8,713-8,713-100%$1.4K———
Trevian Wealth Management LLC
N/A—8,534-8,534-100%$1.3M———
Advyzon Investment Management, LLC
N/A—8,508-8,508-100%$1.3M———
Nwam LLC
N/A—8,499-8,499-100%$1.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,473-8,473-100%$1.3M———
Brand Asset Management Group, Inc.
N/A—8,360-8,360-100%$1.3M———
Sonoma Private Wealth LLC
N/A—8,290-8,290-100%$1.3M———
Pennington Partners & Co., LLC
N/A—8,250-8,250-100%$1.3M———
IFG Advisory, LLC
N/A—8,086-8,086-100%$1.3M———
C M Bidwell & Associates LTD
N/A—7,955-7,955-100%$1.2M———
Argent Trust Co
N/A—7,949-7,949-100%$1.2M———
Aspen Capital Management, LLC
N/A—7,911-7,911-100%$1.2M———
Principal Securities, Inc.
N/A—7,896-7,896-100%$1.2M———
Summit Financial, LLC
N/A—7,868-7,868-100%$1.2M———
Daybright Advisory Services, Inc.
N/A—7,843-7,843-100%$1.2M———
Waterloo Capital, L.P.
N/A—7,803-7,803-100%$1.2M———
One Capital Management, LLC
N/A—7,764-7,764-100%$1.1M———
Polen Capital Management LLC
N/A—7,719-7,719-100%$1.2M———
Westbourne Investments, Inc.
N/A—7,665-7,665-100%$1.2M———
Rehmann Capital Advisory Group
N/A—7,613-7,613-100%$1.2M———
Dunhill Financial, LLC
N/A—7,525-7,525-100%$1.2M———
Sierra Capital LLC
N/A—7,507-7,507-100%$1.2M———
JTC Employer Solutions Trustee Ltd
N/A—7,500-7,500-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—7,440-7,440-100%$1.2M———
Banco BTG Pactual S.A.
N/A—7,405-7,405-100%$1.2M———
Bantamac Capital, LLC
N/A—7,347-7,347-100%$1.2M———
Essex Financial Services, Inc.
N/A—7,338-7,338-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—7,243-7,243-100%$912.7K———
Brandes Investment Partners, LP
N/A—7,180-7,180-100%$1.1M———
Squarepoint Ops LLC
N/A—7,167-7,167-100%$1.1M———
Brightwater Advisory LLC
N/A—7,138-7,138-100%$1.1M———
Kovack Advisors, Inc.
N/A—7,046-7,046-100%$1.1M———
Urban Financial Advisory Corp
N/A—6,975-6,975-100%$1.1M———
Hopwood Nicholas Hunter
N/A—6,893-6,893-100%$1.1M———
Steelhead Wealth Management LLC
N/A—6,671-6,671-100%$1.0M———
Magnolia Capital Advisors LLC
N/A—6,629-6,629-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—6,421-6,421-100%$1.0M———
Elite Financial, Inc.
N/A—6,369-6,369-100%$999.0K———
AE Wealth Management LLC
N/A—6,359-6,359-100%$998.0K———
Vantus Wealth LLC
N/A—6,300-6,300-100%$988.8K———
Brown Brothers Harriman & Co
N/A—6,195-6,195-100%$972.3K———
Cutler Capital Management, LLC
N/A—6,135-6,135-100%$962.9K———
Commerce Bank
N/A—6,132-6,132-100%$962.4K———
Spartan Wealth Advisory Services LLC
N/A—6,083-6,083-100%$954.7K———
Checchi Capital Advisers, LLC
N/A—6,073-6,073-100%$953.1K———
Smith, Moore & Co.
N/A—6,040-6,040-100%$948.0K———
Vista Investment Management
N/A—5,939-5,939-100%$932.2K———
Lumbard & Kellner, LLC
N/A—5,914-5,914-100%$928.2K———
National Bank of Canada
N/A—5,874-5,874-100%$921.7K———
Roble, Belko & Company, Inc
N/A—5,658-5,658-100%$888.0K———
Main Street Financial Solutions, LLC
N/A—5,602-5,602-100%$879.2K———
Range Advisory, LLC
N/A—5,592-5,592-100%$877.6K———
CFO4Life Group, LLC
N/A—5,515-5,515-100%$865.6K———
Jupiter Topco LLC
N/A—5,500-5,500-100%$863.3K———
Advisory Services Network, LLC
N/A—5,473-5,473-100%$859.0K———
Modern Wealth Management, LLC
N/A—5,400-5,400-100%$847.6K———
Silver OAK Securities, Incorporated
N/A—5,360-5,360-100%$841.3K———
ATLas Financial Planning LLC
N/A—5,269-5,269-100%$827.0K———
JMG Financial Group, Ltd.
N/A—5,237-5,237-100%$821.9K———
MayTech Global Investments, LLC
N/A—5,224-5,224-100%$820.0K———
TrueWealth Financial Partners
N/A—5,116-5,116-100%$803.0K———
Maimon Wealth Management Ltd.
N/A—5,040-5,040-100%$791.0K———
Pine Valley Investments Ltd Liability Co
N/A—5,030-5,030-100%$789.5K———
American Money Management, LLC
N/A—4,930-4,930-100%$773.8K———
Astoria Portfolio Advisors Llc.
N/A—4,870-4,870-100%$764.3K———
Wallace Advisory Group, LLC
N/A—4,821-4,821-100%$756.7K———
Maridea Wealth Management LLC
N/A—4,785-4,785-100%$751.0K———
Thoroughbred Financial Services, LLC
N/A—4,748-4,748-100%$355———
Advisory Alpha, LLC
N/A—4,723-4,723-100%$741.4K———
First Manhattan Co. Llc.
N/A—4,569-4,569-100%$717.1K———
Greenwich Wealth Management LLC
N/A—4,525-4,525-100%$710.0K———
National Philanthropic Trust
N/A—4,494-4,494-100%$705.3K———
Composition Wealth, LLC
N/A—4,427-4,427-100%$694.8K———
Baird Financial Group, Inc.
N/A—4,401-4,401-100%$690.7K———
Garrison Point Advisors, LLC
N/A—4,400-4,400-100%$690.6K———
Kirtland Hills Capital Management, LLC
N/A—4,376-4,376-100%$686.8K———
Synergy Financial Group, LTD
N/A—4,367-4,367-100%$685.4K———
Mosaic Family Wealth Partners, LLC
N/A—4,327-4,327-100%$679.1K———
Port Capital LLC
N/A—4,316-4,316-100%$677.4K———
Resolute Advisors LLC
N/A—4,274-4,274-100%$670.8K———
Providence Capital Advisors, LLC
N/A—4,246-4,246-100%$666.4K———
Estate Planners Group, LLC
N/A—4,229-4,229-100%$663.7K———
Lazard Asset Management LLC
N/A—4,214-4,214-100%$661.3K———
LGL Partners, LLC
N/A—4,184-4,184-100%$656.6K———
Western Wealth Management, LLC
N/A—4,175-4,175-100%$655.4K———
Unconventional Investor, LLC
N/A—4,092-4,092-100%$642.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,995-3,995-100%$627.0K———
Cahill Financial Advisors Inc
N/A—3,973-3,973-100%$623.5K———
Berger Financial Group, Inc
N/A—3,967-3,967-100%$622.7K———
Ellenbecker Investment Group
N/A—3,938-3,938-100%$618.2K———
McGinn Penninger Investment Management, Inc.
N/A—3,930-3,930-100%$617.0K———
Silvercrest Asset Management Group LLC
N/A—3,929-3,929-100%$616.7K———
Wick Capital Partners, LLC
N/A—3,781-3,781-100%$593.4K———
Battery Global Advisors, LLC
N/A—3,770-3,770-100%$591.7K———
Aptus Capital Advisors, LLC
N/A—3,766-3,766-100%$591.1K———
MorganRosel Wealth Management, LLC
N/A—3,748-3,748-100%$588.3K———
Huntington National Bank
N/A—3,695-3,695-100%$579.9K———
Gross & Hartman Investments LLC
N/A—3,651-3,651-100%$573.0K———
VSM Wealth Advisory, LLC
N/A—3,596-3,596-100%$564.4K———
Cheviot Value Management, LLC
N/A—3,571-3,571-100%$560.5K———
First Foundation Advisors
N/A—3,551-3,551-100%$557.3K———
Empower Advisory Group, LLC
N/A—3,531-3,531-100%$554.2K———
Avenir Corp
N/A—3,513-3,513-100%$551.4K———
Trexquant Investment LP
N/A—3,493-3,493-100%$548.2K———
SG Americas Securities, LLC
N/A—3,429-3,429-100%$538.0K———
Geometric Wealth Advisors
N/A—3,372-3,372-100%$529.2K———
Harbour Investment Management LLC
N/A—3,361-3,361-100%$527.5K———
Edgestream Partners, L.P.
N/A—3,237-3,237-100%$508.0K———
New Republic Capital, LLC
N/A—3,201-3,201-100%$502.5K———
Nuveen, LLC
N/A—3,191-3,191-100%$500.8K———
Cary Street Partners Financial LLC
N/A—3,045-3,045-100%$478.0K———
Robinson Capital Management, LLC
N/A—2,970-2,970-100%$466.1K———
Applied Capital LLC
N/A—2,963-2,963-100%$465.1K———
Gambit Capital Management, LLC
N/A—2,920-2,920-100%$458.3K———
Bradley Foster & Sargent Inc
N/A—2,920-2,920-100%$458.3K———
Kastel Capital Advisors, LLC
N/A—2,916-2,916-100%$403.4K———
Prosperity Consulting Group, LLC
N/A—2,903-2,903-100%$455.6K———
Blue Edge Capital, LLC
N/A—2,834-2,834-100%$444.9K———
Pure Financial Advisors, LLC
N/A—2,813-2,813-100%$441.5K———
Claret Asset Management Corp
N/A—2,810-2,810-100%$441.0K———
Templeton & Phillips Capital Management, LLC
N/A—2,778-2,778-100%$436.0K———
Readystate Asset Management LP
N/A—2,769-2,769-100%$434.6K———
Cofg Advisors, LLC
N/A—2,763-2,763-100%$433.6K———
FFT Wealth Management LLC
N/A—2,750-2,750-100%$431.6K———
McCartney Wealth Management LLC
N/A—2,698-2,698-100%$423.5K———
Blalock Williams, LLC
N/A—2,697-2,697-100%$423.3K———
Disciplined Investors, L.L.C.
N/A—2,659-2,659-100%$417.3K———
Phoenix Financial Ltd.
N/A—2,658-2,658-100%$417.2K———
GTS Securities LLC
N/A—2,630-2,630-100%$412.8K———
Leith Wheeler Investment Counsel Ltd.
N/A—2,590-2,590-100%$406.5K———
Clarion Wealth Managment Partners, LLC
N/A—2,571-2,571-100%$403.6K———
Bank of Hawaii
N/A—2,563-2,563-100%$402.3K———
Foundations Investment Advisors, LLC
N/A—2,560-2,560-100%$401.7K———
OneAscent Financial Services LLC
N/A—2,558-2,558-100%$401.4K———
Maripau Wealth Management LLC
N/A—2,549-2,549-100%$400.1K———
Jennison Associates LLC
N/A—2,517-2,517-100%$395.1K———
Main Management LLC
N/A—2,498-2,498-100%$392.0K———
Integrity Wealth Solutions LLC
N/A—2,486-2,486-100%$390.2K———
WealthShield Partners, LLC
N/A—2,472-2,472-100%$388.0K———
Genesis Wealth Advisors, LLC
N/A—2,450-2,450-100%$384.5K———
Next Capital Management LLC
N/A—2,415-2,415-100%$379.0K———
Vermillion & White Wealth Management Group, LLC
N/A—2,412-2,412-100%$377.2K———
Caitlin John, LLC
N/A—2,412-2,412-100%$378.6K———
Provident Co of the Employees of the Hebrew University LTD
N/A—2,405-2,405-100%$377.5K———
Pointe Capital Management LLC
N/A—2,405-2,405-100%$377.5K———
N.E.W. Advisory Services LLC
N/A—2,392-2,392-100%$375.5K———
Crewe Advisors LLC
N/A—2,360-2,360-100%$370.4K———
Red Door Wealth Management, LLC
N/A—2,360-2,360-100%$370.5K———
Fort Vancouver Investment Management, LLC
N/A—2,335-2,335-100%$366.5K———
Columbia River Financial Group, LLC
N/A—2,316-2,316-100%$363.0K———
Wealthedge Investment Advisors, LLC
N/A—2,274-2,274-100%$357.0K———
Heritage Trust Co
N/A—2,264-2,264-100%$355.3K———
Callan Family Office, LLC
N/A—2,236-2,236-100%$350.9K———
Modus Advisors, LLC
N/A—2,166-2,166-100%$340.0K———
Pgim Custom Harvest LLC
N/A—2,158-2,158-100%$338.7K———
OneAscent Family Office, LLC
N/A—2,100-2,100-100%$329.6K———
Ascension Capital Advisors, Inc.
N/A—2,096-2,096-100%$329.0K———
Petix & Botte Co
N/A—2,062-2,062-100%$323.6K———
Nova Wealth Management, Inc.
N/A—2,022-2,022-100%$317.3K———
Signal Tree Financial Partners LLC
N/A—2,017-2,017-100%$316.5K———
Seven Springs Wealth Group, LLC
N/A—2,000-2,000-100%$313.9K———
Becker Capital Management Inc
N/A—2,000-2,000-100%$313.9K———
Chatterton & Associates Inc.
N/A—1,992-1,992-100%$312.7K———
Strategies Wealth Advisors, LLC
N/A—1,966-1,966-100%$308.5K———
Cornerstone Financial Management LLC
N/A—1,950-1,950-100%$306.1K———
Jaffetilchin Investment Partners, LLC
N/A—1,949-1,949-100%$306.0K———
Parkwoods Wealth Partners, LLC
N/A—1,902-1,902-100%$298.5K———
BlackDiamond Wealth Management, LLC
N/A—1,871-1,871-100%$301.2K———
BTG Pactual Asset Management US LLC
N/A—1,858-1,858-100%$291.6K———
Blom & Howell Financial Planning, Inc.
N/A—1,794-1,794-100%$281.6K———
Clifford Group, LLC
N/A—1,793-1,793-100%$281.4K———
Marco Investment Management LLC
N/A—1,723-1,723-100%$270.4K———
CreativeOne Wealth, LLC
N/A—1,718-1,718-100%$269.6K———
Axiom Financial Strategies, LLC
N/A—1,712-1,712-100%$268.7K———
Perennial Investment Advisors, LLC
N/A—1,710-1,710-100%$268.4K———
American Investment Services, Inc.
N/A—1,707-1,707-100%$267.9K———
Aspire Growth Partners LLC
N/A—1,700-1,700-100%$266.8K———
XTX Topco Ltd
N/A—1,691-1,691-100%$265.4K———
Tandem Financial, LLC
N/A—1,688-1,688-100%$264.9K———
Carr Financial Group Corp
N/A—1,679-1,679-100%$263.6K———
PFG Investments, LLC
N/A—1,678-1,678-100%$263.4K———
Blue Chip Partners, LLC
N/A—1,671-1,671-100%$262.3K———
Douglass Winthrop Advisors, LLC
N/A—1,643-1,643-100%$257.9K———
Advance Capital Management, Inc.
N/A—1,635-1,635-100%$256.6K———
Timbuktu Capital Management, LLC
N/A—1,613-1,613-100%$253.2K———
Liberty Wealth Management LLC
N/A—1,608-1,608-100%$222.4K———
Tacita Capital Inc
N/A—1,608-1,608-100%$252.4K———
Lakeridge Wealth Management LLC
N/A—1,522-1,522-100%$238.9K———
DRW Securities, LLC
N/A—1,522-1,522-100%$238.9K———
QRG Capital Management, Inc.
N/A—1,506-1,506-100%$236.4K———
Roberts Glore & Co Inc
N/A—1,489-1,489-100%$233.7K———
Bearing Point Capital, LLC
N/A—1,480-1,480-100%$232.3K———
Daniel Investment Group, Inc.
N/A—1,470-1,470-100%$230.7K———
Harding Loevner LP
N/A—1,437-1,437-100%$225.6K———
M3 Advisory Group, LLC
N/A—1,435-1,435-100%$225.3K———
Ruane, Cunniff & Goldfarb L.P.
N/A—1,426-1,426-100%$223.8K———
Raffa Wealth Management, LLC
N/A—1,419-1,419-100%$222.7K———
Karpus Management, Inc.
N/A—1,410-1,410-100%$221.3K———
First National Bank of Omaha
N/A—1,375-1,375-100%$214.3K———
Flputnam Investment Management Co
N/A—1,372-1,372-100%$215.3K———
Dynasty Wealth Management, LLC
N/A—1,370-1,370-100%$215.0K———
Magnolia Private Wealth, LLC
N/A—1,369-1,369-100%$214.8K———
Peregrine Asset Advisers, Inc.
N/A—1,352-1,352-100%$212.1K———
FLC Capital Advisors
N/A—1,351-1,351-100%$212.0K———
Truepoint, Inc.
N/A—1,325-1,325-100%$207.9K———
Bogart Wealth, LLC
N/A—1,321-1,321-100%$207.4K———
Clarity Financial LLC
N/A—1,302-1,302-100%$204.3K———
Goodman Financial Corp
N/A—1,292-1,292-100%$202.8K———
Geneos Wealth Management Inc.
N/A—1,278-1,278-100%$200.6K———
Tidemark, LLC
N/A—1,275-1,275-100%$200.1K———
Fiduciary Financial Advisors
N/A—1,221-1,221-100%$191.7K———
SouthState Bank Corp
N/A—1,171-1,171-100%$183.7K———
Osbon Capital Management LLC
N/A—1,132-1,132-100%$177.8K———
Godfrey Financial Associates, Inc.
N/A—1,076-1,076-100%$168.8K———
Topsail Wealth Management, LLC
N/A—1,037-1,037-100%$162.8K———
Ameritas Investment Partners, Inc.
N/A—1,028-1,028-100%$161.4K———
TD Capital Management LLC
N/A—989-989-100%$155.2K———
Smithfield Trust Co
N/A—989-989-100%$149———
BOK Financial Private Wealth, Inc.
N/A—920-920-100%$144.4K———
Continuum Advisory, LLC
N/A—883-883-100%$138.6K———
Truvestments Capital LLC
N/A—873-873-100%$137.0K———
Game Plan Financial Advisors, LLC
N/A—864-864-100%$135.6K———
BNP Paribas Financial Markets
N/A—824-824-100%$129.3K———
LRI Investments, LLC
N/A—756-756-100%$118.6K———
Atlantic Union Bankshares Corp
N/A—729-729-100%$114.4K———
Toews Corp
N/A—662-662-100%$103.8K———
Whittier Trust Co of Nevada Inc
N/A—661-661-100%$103.3K———
Glen Eagle Advisors, LLC
N/A—565-565-100%$88.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—561-561-100%$88.0K———
Howe & Rusling Inc
N/A—517-517-100%$81.1K———
Millstone Evans Group, LLC
N/A—501-501-100%$78.6K———
Medallion Wealth Advisors, LLC
N/A—386-386-100%$60.6K———
Quent Capital, LLC
N/A—383-383-100%$60.1K———
Glassman Wealth Services
N/A—381-381-100%$59.8K———
JDM Financial Group LLC
N/A—377-377-100%$59.2K———
Seneschal Advisors, LLC
N/A—361-361-100%$56.7K———
Private Wealth Asset Management, LLC
N/A—336-336-100%$52.7K———
Ogorek Anthony Joseph
N/A—295-295-100%$46.0K———
Webster Bank, N. A.
N/A—256-256-100%$40.2K———
Strategic Wealth Partners, Ltd.
N/A—240-240-100%$37.7K———
Logan Capital Management Inc
N/A—202-202-100%$31.7K———
Rialto Wealth Management, LLC
N/A—200-200-100%$31.4K———
Meramec Financial Planners, LLC
N/A—183-183-100%$28.3K———
ST Germain D J Co Inc
N/A—175-175-100%$27.5K———
Park Place Capital Corp
N/A—160-160-100%$25.1K———
Hantz Financial Services, Inc.
N/A—151-151-100%$24———
Cary Street Partners Investment Advisory LLC
N/A—148-148-100%$23.2K———
Cbiz Investment Advisory Services, LLC
N/A—135-135-100%$18.7K———
Wiser Advisor Group LLC
N/A—135-135-100%$21.2K———
Group One Trading LLC
N/A—133-133-100%$20.9K———
Ross\johnson & Associates LLC
N/A—132-132-100%$20.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—129-129-100%$20.2K———
Bruce G. Allen Investments, LLC
N/A—114-114-100%$17.9K———
HighMark Wealth Management LLC
N/A—113-113-100%$17.8K———
Whittier Trust Co
N/A—113-113-100%$17.8K———
Bellevue Asset Management, LLC
N/A—110-110-100%$17.3K———
Rexford Capital Inc
N/A—108-108-100%$17.0K———
Darwin Wealth Management, LLC
N/A—107-107-100%$16.9K———
Hollencrest Capital Management
N/A—100-100-100%$15.7K———
Tiaa Wealth Investment Management LLC
N/A—95-95-100%$14.8K———
Toronto Dominion Bank
N/A—81-81-100%$12.7K———
Horizon Investments, LLC
N/A—76-76-100%$11.9K———
Miller Capital Partners, Inc.
N/A—55-55-100%$8.6K———
Ameriflex Group, Inc.
N/A—51-51-100%$8.0K———
Cordant, Inc.
N/A—35-35-100%$5.5K———
Crews Bank & Trust
N/A—35-35-100%$5.5K———
Beaird Harris Wealth Management, LLC
N/A—34-34-100%$5.3K———
Westfuller Advisors, LLC
N/A—30-30-100%$4.7K———
Virtus Advisers, LLC
N/A—24-24-100%$3.8K———
Caldwell Sutter Capital, Inc.
N/A—17-17-100%$2.6K———
Colonial Trust Advisors
N/A—17-17-100%$2.6K———
PIN OAK Investment Advisors Inc
N/A—16-16-100%$3———
Anchor Investment Management, LLC
N/A—15-15-100%$2.4K———
Front Row Advisors LLC
N/A—7-7-100%$1.1K———
Castlekeep Investment Advisors LLC
N/A—7-7-100%$1.1K———
HM Payson & Co
N/A—00—$1———
Measured Wealth Private Client Group, LLC
N/A—00—$14———
Showing 1405 of 1405 institutions