IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Ftse All-World EX (VEU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares8,379,945 from 8,377,441
Change+2,504 (+0%)
Value$695.3M (-$6.3M)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares7,786,691 from 7,647,741
Change+138,950 (+2%)
Value$646.1M (+$5.6M)
Filed 2026-10-13
Sanders Capital, LLC
DECREASED
Shares7,733,751 from 7,839,638
Change-105,887 (-1%)
Value$641.7M (-$14.9M)
Filed 2026-11-02
Diversified Trust Co
INCREASED
Shares5,946,715 from 5,663,893
Change+282,822 (+5%)
Value$493.4M (+$19.0M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares4,756,206 from 4,722,854
Change+33,352 (+1%)
Value$394.6M (-$916.6K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares4,190,797 from 4,002,385
Change+188,412 (+5%)
Value$347.7M (+$12.5M)
Filed 2026-11-06
WestEnd Advisors, LLC
INCREASED
Shares3,702,059 from 3,595,668
Change+106,391 (+3%)
Value$307.2M (+$6.0M)
Filed 2026-10-27
Kestra Investment Management, LLC
INCREASED
Shares3,370,944 from 3,263,559
Change+107,385 (+3%)
Value$279.7M (+$6.4M)
Filed 2026-11-04
MKP Capital Management, L.L.C.
NEW
Shares2,750,000
Change+2,750,000
Value$228.2M
Filed 2026-11-04
Howland Capital Management LLC
INCREASED
Shares2,287,100 from 2,188,030
Change+99,070 (+5%)
Value$189.8M (+$6.5M)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares2,150,898 from 1,648,027
Change+502,871 (+31%)
Value$178.5M (+$40.4M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares1,927,272 from 1,970,429
Change-43,157 (-2%)
Value$159.9M (-$5.1M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares1,686,320 from 1,681,317
Change+5,003 (+0%)
Value$139.9M (-$896.3K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares1,523,918 from 1,495,923
Change+27,995 (+2%)
Value$126.4M (+$1.2M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares1,502,040 from 1,497,894
Change+4,146 (+0%)
Value$124.6M (-$824.3K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,340,135 from 1,356,911
Change-16,776 (-1%)
Value$111.2M (-$2.5M)
Filed 2026-10-21
Strid Group, LLC
DECREASED
Shares1,312,265 from 1,335,201
Change-22,936 (-2%)
Value$108.9M (-$2.9M)
Filed 2026-10-28
Means Investment Co., Inc.
INCREASED
Shares1,299,565 from 1,256,007
Change+43,558 (+3%)
Value$107.8M (+$2.6M)
Filed 2026-11-03
J.Safra Asset Management Corp
INCREASED
Shares1,116,379 from 1,080,367
Change+36,012 (+3%)
Value$92.6M (+$2.1M)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares1,090,714 from 1,081,105
Change+9,609 (+1%)
Value$90.5M (-$46.0K)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares1,081,673 from 1,139,409
Change-57,736 (-5%)
Value$89.7M (-$5.7M)
Filed 2026-10-23
NewSquare Capital LLC
INCREASED
Shares947,140 from 921,792
Change+25,348 (+3%)
Value$78.6M (+$1.4M)
Filed 2026-11-06
Cardinal Point Capital Management ULC
DECREASED
Shares899,015 from 918,218
Change-19,203 (-2%)
Value$74.6M (-$2.3M)
Filed 2026-10-21
Flower City Capital
INCREASED
Shares852,358 from 826,889
Change+25,469 (+3%)
Value$70.7M (+$1.5M)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares832,916 from 825,291
Change+7,625 (+1%)
Value$69.1M (-$11.1K)
Filed 2026-10-30
M Holdings Securities, Inc.
NEW
Shares809,211
Change+809,211
Value$65.5K
Filed 2026-11-03
Wealthcare Capital Management LLC
DECREASED
Shares797,442 from 926,244
Change-128,802 (-14%)
Value$66.2M (-$11.4M)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
INCREASED
Shares795,612 from 789,158
Change+6,454 (+1%)
Value$66.0M (-$80.1K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares791,426 from 450,875
Change+340,551 (+76%)
Value$65.7M (+$27.9M)
Filed 2026-11-02
Sage Financial Group Inc
INCREASED
Shares777,617 from 752,152
Change+25,465 (+3%)
Value$64.5M (+$1.5M)
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares756,580 from 747,233
Change+9,347 (+1%)
Value$62.8M (+$192.7K)
Filed 2026-10-28
Performa Ltd (US), LLC
INCREASED
Shares751,961 from 533,277
Change+218,684 (+41%)
Value$62.4M (+$17.7M)
Filed 2026-11-05
St. Louis Trust Co
INCREASED
Shares740,370 from 715,450
Change+24,920 (+3%)
Value$61.4M (+$57.8M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED
Shares729,000 from 729,000
Change0 (0%)
Value$60.5M (-$568.6K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED
Shares718,466 from 731,842
Change-13,376 (-2%)
Value$59.3M (-$1.3M)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares698,970 from 687,071
Change+11,899 (+2%)
Value$58.0M (+$451.4K)
Filed 2026-10-22
Blankinship & Foster, LLC
INCREASED
Shares686,973 from 677,192
Change+9,781 (+1%)
Value$57.0M (+$283.3K)
Filed 2026-10-19
Mather Group, Llc.
DECREASED
Shares681,884 from 703,974
Change-22,090 (-3%)
Value$56.6M (-$2.4M)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
INCREASED
Shares670,750 from 666,830
Change+3,920 (+1%)
Value$55.7M (-$194.9K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares654,292 from 641,976
Change+12,316 (+2%)
Value$54.3K (-$53.7M)
Filed 2026-11-02
Verus Financial Partners, Inc.
DECREASED
Shares635,828 from 642,970
Change-7,142 (-1%)
Value$52.8M (-$1.1M)
Filed 2026-10-29
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares632,787 from 722,555
Change-89,768 (-12%)
Value$52.5M (-$8.0M)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares614,909 from 612,861
Change+2,048 (+0%)
Value$51.0M (-$308.1K)
Filed 2026-11-05
Wrenne Financial Planning LLC
INCREASED
Shares612,410 from 592,109
Change+20,301 (+3%)
Value$50.8M (+$1.2M)
Filed 2026-10-30
Henshaw Capital LLC
UNCHANGED
Shares592,813 from 592,813
Change0 (0%)
Value$49.2M (-$462.4K)
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares589,419 from 590,635
Change-1,216 (0%)
Value$48.9M (-$561.6K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares565,125 from 551,579
Change+13,546 (+2%)
Value$46.9M (+$693.7K)
Filed 2026-10-23
Savant Capital, LLC
DECREASED
Shares563,882 from 816,019
Change-252,137 (-31%)
Value$46.8M (-$18.1M)
Filed 2026-11-06
Standpoint Asset Management, LLC
INCREASED
Shares551,100 from 509,600
Change+41,500 (+8%)
Value$45.7M (+$3.0M)
Filed 2026-10-16
Bailard, Inc.
INCREASED
Shares549,295 from 547,454
Change+1,841 (+0%)
Value$45.6M (-$274.3K)
Filed 2026-10-13
MilWealth Group LLC
DECREASED
Shares544,956 from 549,176
Change-4,220 (-1%)
Value$45.2M (-$778.6K)
Filed 2026-11-02
5th Street Advisors, LLC
DECREASED
Shares510,096 from 512,510
Change-2,414 (0%)
Value$42.3M (-$600.0K)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares500,918 from 457,003
Change+43,915 (+10%)
Value$41.6K (-$38.2M)
Filed 2026-11-04
Sage Financial Management Group, Inc.
INCREASED
Shares499,264 from 445,596
Change+53,668 (+12%)
Value$41.4M (+$4.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares480,486 from 470,251
Change+10,235 (+2%)
Value$39.9M (+$482.5K)
Filed 2026-11-05
Sentinel Trust Co LBA
DECREASED
Shares473,623 from 473,829
Change-206 (0%)
Value$39.3K (-$386)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares450,334 from 444,352
Change+5,982 (+1%)
Value$37.4M (+$149.7K)
Filed 2026-10-21
Luminvest Wealth Management LLC
DECREASED
Shares444,965 from 462,478
Change-17,513 (-4%)
Value$36.9M (-$1.5M)
Filed 2026-10-14
Mullooly Asset Management, Inc.
INCREASED
Shares438,357 from 428,963
Change+9,394 (+2%)
Value$36.4M (+$445.6K)
Filed 2026-10-30
Pittenger & Anderson Inc
INCREASED
Shares432,512 from 6,637
Change+425,875 (+6417%)
Value$35.9M (+$35.3M)
Filed 2026-11-02
Bluestem Financial Advisors, LLC
INCREASED
Shares430,062 from 425,716
Change+4,346 (+1%)
Value$35.7M (+$28.6K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares426,447 from 421,784
Change+4,663 (+1%)
Value$35.4M (+$57.9K)
Filed 2026-10-21
Associated Banc-Corp
INCREASED
Shares408,848 from 404,746
Change+4,102 (+1%)
Value$33.9M (+$24.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares395,966 from 370,087
Change+25,879 (+7%)
Value$32.5M (+$1.6M)
Filed 2026-10-13
FC Advisory LLC
INCREASED
Shares395,672 from 390,746
Change+4,926 (+1%)
Value$32.8M (+$103.9K)
Filed 2026-10-05
First Horizon Corp
INCREASED
Shares394,483 from 388,857
Change+5,626 (+1%)
Value$32.7M (+$163.5K)
Filed 2026-10-26
Somnio Financial Group, LLC
DECREASED
Shares388,911 from 393,517
Change-4,606 (-1%)
Value$32.3M (-$689.1K)
Filed 2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares382,867 from 389,761
Change-6,894 (-2%)
Value$31.8M (-$876.0K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares382,257 from 389,362
Change-7,105 (-2%)
Value$31.7M (-$893.2K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares374,927 from 362,143
Change+12,784 (+4%)
Value$31.1K (-$30.3M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares372,838 from 366,231
Change+6,607 (+2%)
Value$30.9M (+$271.6K)
Filed 2026-10-14
Telos Capital Management, Inc.
INCREASED
Shares367,102 from 359,801
Change+7,301 (+2%)
Value$30.5M (+$325.1K)
Filed 2026-11-02
Van Cleef Asset Management,Inc
DECREASED
Shares361,716 from 363,890
Change-2,174 (-1%)
Value$30.0M (-$464.2K)
Filed 2026-10-20
AGF Management LTD
DECREASED
Shares361,229 from 364,881
Change-3,652 (-1%)
Value$30.0M (-$587.6K)
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares355,153 from 314,394
Change+40,759 (+13%)
Value$29.5M (+$3.1M)
Filed 2026-10-21
Citizens Financial Group Inc
DECREASED
Shares337,278 from 366,569
Change-29,291 (-8%)
Value$28.0M (-$2.7M)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares336,941 from 346,950
Change-10,009 (-3%)
Value$28.0M (-$1.1M)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares333,397 from 283,440
Change+49,957 (+18%)
Value$27.9M (+$4.2M)
Filed 2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED
Shares327,740 from 331,700
Change-3,960 (-1%)
Value$27.2M (-$587.3K)
Filed 2026-10-15
Define Financial, LLC
INCREASED
Shares327,609 from 301,273
Change+26,336 (+9%)
Value$27.2M (+$2.0M)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares326,028 from 318,315
Change+7,713 (+2%)
Value$27.1M (+$391.7K)
Filed 2026-11-05
Newton One Investments LLC
INCREASED
Shares325,441 from 324,654
Change+787 (+0%)
Value$27.0M (-$187.9K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares322,643 from 318,728
Change+3,915 (+1%)
Value$26.8M (+$76.2K)
Filed 2026-11-06
Aspiriant, LLC
DECREASED
Shares322,561 from 331,741
Change-9,180 (-3%)
Value$26.8M (-$1.0M)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares319,399 from 341,617
Change-22,218 (-6%)
Value$26.5M (-$2.1M)
Filed 2026-10-27
Firestone Capital Management
INCREASED
Shares317,222 from 306,762
Change+10,460 (+3%)
Value$26.3M (+$628.6K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares314,102 from 205,073
Change+109,029 (+53%)
Value$26.1M (+$8.9M)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares311,618 from 307,490
Change+4,128 (+1%)
Value$25.9M (+$102.7K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares307,639 from 304,741
Change+2,898 (+1%)
Value$25.3M (-$164.1K)
Filed 2026-10-09
Boston Standard Wealth Management, LLC
INCREASED
Shares298,767 from 296,966
Change+1,801 (+1%)
Value$24.8M (+$155.4K)
Filed 2026-10-07
Washington Trust Co
INCREASED
Shares293,678 from 248,411
Change+45,267 (+18%)
Value$24.4M (+$3.6M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares292,826 from 192,424
Change+100,402 (+52%)
Value$24.3M (+$8.2M)
Filed 2026-11-04
CKW Financial Group
INCREASED
Shares289,236 from 285,301
Change+3,935 (+1%)
Value$23.9K (+$256)
Filed 2026-10-29
Beacon Wealthcare LLC
INCREASED
Shares285,999 from 261,507
Change+24,492 (+9%)
Value$23.7M (+$1.8M)
Filed 2026-10-02
Five Pine Wealth Management
INCREASED
Shares277,970 from 276,897
Change+1,073 (+0%)
Value$23.1M (-$126.9K)
Filed 2026-10-20
MB, Levis & Associates, LLC
INCREASED
Shares277,134 from 267,836
Change+9,298 (+3%)
Value$23.0M (+$562.5K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares268,897 from 256,459
Change+12,438 (+5%)
Value$22.3K (-$21.5M)
Filed 2026-10-26
Coston, McIsaac & Partners
INCREASED
Shares263,044 from 255,461
Change+7,583 (+3%)
Value$21.8M (+$444.8K)
Filed 2026-11-06
TL Private Wealth
INCREASED
Shares260,861 from 252,301
Change+8,560 (+3%)
Value$21.5M (+$592.6K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares259,974 from 251,892
Change+8,082 (+3%)
Value$21.6M (+$474.1K)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares259,794 from 263,320
Change-3,526 (-1%)
Value$21.6M (-$497.9K)
Filed 2026-10-13
Ballast, Inc.
INCREASED
Shares250,445 from 247,007
Change+3,438 (+1%)
Value$20.8M (+$92.6K)
Filed 2026-10-20
Main Street Group, LTD
INCREASED
Shares247,689 from 220,971
Change+26,718 (+12%)
Value$20.6M (+$2.0M)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares244,969 from 247,293
Change-2,324 (-1%)
Value$20.3M (-$385.6K)
Filed 2026-11-04
ETF Portfolio Partners, Inc.
INCREASED
Shares244,214 from 243,958
Change+256 (+0%)
Value$20.3M (-$169.0K)
Filed 2026-10-22
Hegarty Advisors, LLC
INCREASED
Shares241,967 from 214,818
Change+27,149 (+13%)
Value$20.1M (+$2.1M)
Filed 2026-10-20
Woodmont Investment Counsel LLC
INCREASED
Shares236,851 from 235,499
Change+1,352 (+1%)
Value$19.7M (-$71.5K)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares229,248 from 239,373
Change-10,125 (-4%)
Value$19.0M (-$1.0M)
Filed 2026-10-23
Scissortail Wealth Management, LLC
INCREASED
Shares218,449 from 213,024
Change+5,425 (+3%)
Value$18.1M (+$283.9K)
Filed 2026-11-03
Axis Capital Holdings LTD
UNCHANGED
Shares207,150 from 207,150
Change0 (0%)
Value$17.2M (-$161.6K)
Filed 2026-10-28
R. W. Roge & Company, Inc.
INCREASED
Shares204,380 from 35,681
Change+168,699 (+473%)
Value$17.0K (-$3.0M)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares203,883 from 194,736
Change+9,147 (+5%)
Value$16.9M (+$607.0K)
Filed 2026-10-22
Williams Financial, LLC
INCREASED
Shares201,991 from 198,449
Change+3,542 (+2%)
Value$16.8M (+$139.1K)
Filed 2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED
Shares200,215 from 207,756
Change-7,541 (-4%)
Value$16.3M (-$953.6K)
Filed 2026-10-28
Northeast Investment Management
INCREASED
Shares199,718 from 173,226
Change+26,492 (+15%)
Value$16.6M (+$2.1M)
Filed 2026-10-30
Idaho Trust Co
INCREASED
Shares199,056 from 166,650
Change+32,406 (+19%)
Value$16.5M (+$2.6M)
Filed 2026-11-04
Strategic Wealth Investment Group, LLC
DECREASED
Shares199,044 from 202,266
Change-3,222 (-2%)
Value$16.5M (-$425.1K)
Filed 2026-10-29
Avalon Advisory Group
DECREASED
Shares197,773 from 202,723
Change-4,950 (-2%)
Value$16.4M (-$568.8K)
Filed 2026-10-20
Compass Planning Associates Inc
INCREASED
Shares197,245 from 191,910
Change+5,335 (+3%)
Value$16.4M (+$293.0K)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares194,726 from 194,800
Change-74 (0%)
Value$16.2M (-$158.1K)
Filed 2026-10-22
Prospera Capital Management, LLC
INCREASED
Shares190,449 from 183,325
Change+7,124 (+4%)
Value$15.8M (+$345.4K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares190,262 from 181,942
Change+8,320 (+5%)
Value$15.8M (+$548.4K)
Filed 2026-10-28
Triune Financial Partners, LLC
DECREASED
Shares190,182 from 193,062
Change-2,880 (-1%)
Value$15.8M (-$389.6K)
Filed 2026-11-03
Twelve Points Wealth Management LLC
INCREASED
Shares189,662 from 180,384
Change+9,278 (+5%)
Value$15.3M (+$173.8K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares182,130 from 179,439
Change+2,691 (+2%)
Value$15.1M (+$83.3K)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares181,119 from 172,648
Change+8,471 (+5%)
Value$15.0M (+$568.2K)
Filed 2026-11-05
Central Valley Advisors, LLC
INCREASED
Shares180,340 from 178,176
Change+2,164 (+1%)
Value$15.0M (+$40.5K)
Filed 2026-10-27
Journey Beyond Wealth, LLC
DECREASED
Shares179,797 from 190,483
Change-10,686 (-6%)
Value$14.9M (-$1.0M)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
DECREASED
Shares179,277 from 179,693
Change-416 (0%)
Value$14.9M (-$174.7K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares160,741 from 160,065
Change+676 (+0%)
Value$13.3M (+$17.3K)
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares155,545 from 159,267
Change-3,722 (-2%)
Value$12.9M (-$433.0K)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares154,820 from 155,619
Change-799 (-1%)
Value$12.8K (-$13.0M)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares153,170 from 153,666
Change-496 (0%)
Value$12.7K (-$12.8M)
Filed 2026-11-02
Stone Loft Wealth Management LLC
INCREASED
Shares150,854 from 150,508
Change+346 (+0%)
Value$12.5M (+$4.7K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares148,988 from 205,590
Change-56,602 (-28%)
Value$12.4M (-$4.9M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares148,964 from 100,659
Change+48,305 (+48%)
Value$12.4M (+$3.9M)
Filed 2026-10-08
Chatham Capital Group, Inc.
INCREASED
Shares147,522 from 143,745
Change+3,777 (+3%)
Value$12.2M (+$201.3K)
Filed 2026-10-16
Platt Investment Counsel, LLC
INCREASED
Shares145,591 from 91,376
Change+54,215 (+59%)
Value$12.1M (+$4.4M)
Filed 2026-10-07
Atria Investments, Inc
DECREASED
Shares144,520 from 161,989
Change-17,469 (-11%)
Value$12.0M (-$1.6M)
Filed 2026-10-15
Bahl & Gaynor LLC
DECREASED
Shares139,241 from 152,193
Change-12,952 (-9%)
Value$11.6M (-$1.2M)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares137,556 from 138,239
Change-683 (0%)
Value$11.4M (-$164.5K)
Filed 2026-10-15
Asset Allocation & Management Company, LLC
INCREASED
Shares136,304 from 123,225
Change+13,079 (+11%)
Value$11.3K (+$989)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares135,644 from 96,516
Change+39,128 (+41%)
Value$11.3M (+$3.2M)
Filed 2026-11-04
Olio Financial Planning
DECREASED
Shares135,513 from 145,173
Change-9,660 (-7%)
Value$11.2M (-$914.7K)
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares132,749 from 130,752
Change+1,997 (+2%)
Value$11.0M (+$63.7K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares131,467 from 13,396
Change+118,071 (+881%)
Value$10.9M (+$9.8M)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares129,380 from 125,122
Change+4,258 (+3%)
Value$10.5M (+$231.2K)
Filed 2026-10-21
Quaker Wealth Management, LLC
INCREASED
Shares128,767 from 120,709
Change+8,058 (+7%)
Value$10.7M (+$574.5K)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares126,982 from 131,417
Change-4,435 (-3%)
Value$10.5M (-$470.5K)
Filed 2026-11-03
Grange Capital, LLC
INCREASED
Shares125,507 from 109,676
Change+15,831 (+14%)
Value$10.4M (+$1.2M)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED
Shares121,762 from 74,212
Change+47,550 (+64%)
Value$10.1M (+$3.9M)
Filed 2026-10-09
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares120,682 from 113,021
Change+7,661 (+7%)
Value$10.0M (+$1.5M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares118,081 from 99,520
Change+18,561 (+19%)
Value$9.8M (+$1.5M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares117,964 from 117,953
Change+11 (+0%)
Value$9.8M (-$9.7K)
Filed 2026-10-08
Welch & Forbes LLC
DECREASED
Shares116,889 from 117,094
Change-205 (0%)
Value$9.7M (-$108.3K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares115,924 from 77,285
Change+38,639 (+50%)
Value$9.6M (+$3.1M)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares113,471 from 19,909
Change+93,562 (+470%)
Value$9.4M (+$7.7M)
Filed 2026-11-05
LAM Group, Inc.
DECREASED
Shares113,292 from 114,192
Change-900 (-1%)
Value$9.4M (-$163.7K)
Filed 2026-10-26
Topor & Co. Korea
INCREASED
Shares112,182 from 111,424
Change+758 (+1%)
Value$9.3M (-$24.0K)
Filed 2026-10-22
Balentine LLC
UNCHANGED
Shares112,010 from 112,010
Change0 (0%)
Value$9.3M (-$87.4K)
Filed 2026-11-03
WBH Advisory Inc
DECREASED
Shares111,807 from 117,122
Change-5,315 (-5%)
Value$9.3M (-$532.3K)
Filed 2026-11-05
Ti-Trust, Inc
INCREASED
Shares110,975 from 110,683
Change+292 (+0%)
Value$9.2M (-$62.1K)
Filed 2026-10-21
PDS Planning, Inc
DECREASED
Shares110,969 from 111,098
Change-129 (0%)
Value$9.2M (-$97.3K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
DECREASED
Shares110,497 from 126,697
Change-16,200 (-13%)
Value$9.2M (-$1.4M)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares110,495 from 116,961
Change-6,466 (-6%)
Value$9.2M (-$627.7K)
Filed 2026-10-22
Junk Investment Group, LLC
INCREASED
Shares110,202 from 99,129
Change+11,073 (+11%)
Value$9.1M (+$841.4K)
Filed 2026-10-19
Altura Wealth Advisors Inc.
INCREASED
Shares109,928 from 101,131
Change+8,797 (+9%)
Value$9.1M (+$651.0K)
Filed 2026-10-22
Advisor OS, LLC
INCREASED
Shares108,749 from 107,061
Change+1,688 (+2%)
Value$9.0M (+$56.6K)
Filed 2026-11-03
First Premier Bank
INCREASED
Shares107,753 from 107,203
Change+550 (+1%)
Value$8.9K (-$38)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares107,387 from 107,387
Change0 (0%)
Value$8.9M (-$65.7K)
Filed 2026-10-15
PW Nova Financial Services LLC
INCREASED
Shares105,873 from 71,461
Change+34,412 (+48%)
Value$8.8M (+$2.8M)
Filed 2026-10-15
Simon Quick Advisors, LLC
INCREASED
Shares105,112 from 93,526
Change+11,586 (+12%)
Value$8.7M (+$888.3K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
DECREASED
Shares104,594 from 104,770
Change-176 (0%)
Value$8.7M (-$96.3K)
Filed 2026-11-06
Advocate Group LLC
DECREASED
Shares104,073 from 104,980
Change-907 (-1%)
Value$8.6M (-$157.1K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares103,663 from 110,364
Change-6,701 (-6%)
Value$8.6M (-$642.0K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares103,549 from 112,436
Change-8,887 (-8%)
Value$8.6M (-$825.1K)
Filed 2026-10-16
ASL Financial, LLC
DECREASED
Shares102,483 from 104,108
Change-1,625 (-2%)
Value$8.5M (-$216.0K)
Filed 2026-10-15
GreatBanc Trust Co
INCREASED
Shares99,936 from 95,645
Change+4,291 (+4%)
Value$8.3M (+$281.4K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares98,798 from 98,093
Change+705 (+1%)
Value$8.2M (-$18.0K)
Filed 2026-10-27
Fee-Only Financial Planning, L.C.
DECREASED
Shares97,745 from 99,219
Change-1,474 (-1%)
Value$8.1M (-$199.7K)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares97,613 from 86,051
Change+11,562 (+13%)
Value$8.1M (+$892.2K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
INCREASED
Shares97,445 from 85,947
Change+11,498 (+13%)
Value$8.1M (+$886.9K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares96,311 from 74,298
Change+22,013 (+30%)
Value$8.0M (+$1.8M)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares95,327 from 100,476
Change-5,149 (-5%)
Value$7.9M (-$505.6K)
Filed 2026-10-08
Agate Pass Investment Management, LLC
DECREASED
Shares95,279 from 99,457
Change-4,178 (-4%)
Value$7.9M (-$424.2K)
Filed 2026-10-20
Hughes Financial Services, LLC
DECREASED
Shares95,232 from 96,411
Change-1,179 (-1%)
Value$7.8M (-$274.9K)
Filed 2026-10-30
Barrett & Company, Inc.
DECREASED
Shares94,520 from 105,924
Change-11,404 (-11%)
Value$7.8M (-$1.0M)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares94,086 from 92,360
Change+1,726 (+2%)
Value$7.8M (+$71.2K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares94,061 from 96,343
Change-2,282 (-2%)
Value$7.8M (-$264.5K)
Filed 2026-10-21
Zions Bancorporation, National Association
DECREASED
Shares89,950 from 91,629
Change-1,679 (-2%)
Value$7.5M (-$210.8K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares88,703 from 98,291
Change-9,588 (-10%)
Value$7.3M (-$811.5K)
Filed 2026-10-16
Breakwater Investment Management
DECREASED
Shares88,566 from 93,654
Change-5,088 (-5%)
Value$7.3M (-$495.3K)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
DECREASED
Shares88,306 from 90,297
Change-1,991 (-2%)
Value$7.3M (-$235.6K)
Filed 2026-10-16
Archvest Wealth Advisors, Inc.
DECREASED
Shares87,753 from 89,438
Change-1,685 (-2%)
Value$7.3M (-$209.6K)
Filed 2026-10-29
Integrated Advisors Network LLC
INCREASED
Shares87,081 from 86,995
Change+86 (+0%)
Value$7.2M (-$60.7K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares87,069 from 90,360
Change-3,291 (-4%)
Value$7.2M (-$343.5K)
Filed 2026-10-19
Industrial Alliance Investment Management Inc.
DECREASED
Shares86,971 from 94,136
Change-7,165 (-8%)
Value$7.2K (-$7.9M)
Filed 2026-10-29
MeadowBrook Investment Advisors LLC
DECREASED
Shares82,983 from 83,376
Change-393 (0%)
Value$6.7M (-$268.6K)
Filed 2026-10-29
Cannon Advisors, Inc.
INCREASED
Shares81,067 from 73,784
Change+7,283 (+10%)
Value$6.7M (+$583.9K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
DECREASED
Shares80,597 from 85,758
Change-5,161 (-6%)
Value$6.7M (-$495.2K)
Filed 2026-10-13
Facet Wealth, Inc.
DECREASED
Shares77,624 from 78,228
Change-604 (-1%)
Value$6.4M (-$111.1K)
Filed 2026-11-04
GFS Advisors, LLC
INCREASED
Shares77,124 from 69,581
Change+7,543 (+11%)
Value$6.4M (+$5.8M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares77,099 from 59,611
Change+17,488 (+29%)
Value$6.4M (+$1.4M)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares76,893 from 70,120
Change+6,773 (+10%)
Value$6.4M (+$507.3K)
Filed 2026-11-03
Compass Ion Advisors, LLC
DECREASED
Shares75,574 from 75,998
Change-424 (-1%)
Value$6.3M (-$94.4K)
Filed 2026-10-23
Black Diamond Financial, LLC
DECREASED
Shares75,511 from 78,583
Change-3,072 (-4%)
Value$6.3M (-$316.2K)
Filed 2026-10-26
City of London Investment Management Co LTD
DECREASED
Shares75,500 from 87,700
Change-12,200 (-14%)
Value$6.3M (-$1.1M)
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares75,461 from 76,161
Change-700 (-1%)
Value$6.3M (-$117.5K)
Filed 2026-11-03
Arbor Wealth Management Llc\az
DECREASED
Shares75,235 from 78,628
Change-3,393 (-4%)
Value$6.2M (-$342.9K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
INCREASED
Shares74,895 from 72,912
Change+1,983 (+3%)
Value$6.2M (+$107.6K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares74,455 from 66,017
Change+8,438 (+13%)
Value$6.2M (+$648.6K)
Filed 2026-11-05
Absolute Capital Management, LLC
UNCHANGED
Shares73,500 from 73,500
Change0 (0%)
Value$6.1M (-$57.3K)
Filed 2026-10-16
Value Investment Professionals, LLC
DECREASED
Shares72,828 from 73,032
Change-204 (0%)
Value$6.0M (-$73.9K)
Filed 2026-10-13
Gladwyn Financial Advisors, Inc.
DECREASED
Shares72,267 from 74,389
Change-2,122 (-3%)
Value$6.0M (-$234.1K)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares70,900 from 67,856
Change+3,044 (+4%)
Value$5.9M (+$199.6K)
Filed 2026-10-26
Addis & Hill, Inc
UNCHANGED
Shares70,564 from 70,564
Change0 (0%)
Value$5.9M ($0)
Filed 2026-10-19
Virtue Capital Management, LLC
DECREASED
Shares70,245 from 89,671
Change-19,426 (-22%)
Value$5.8M (-$1.7M)
Filed 2026-10-29
CGN Advisors LLC
DECREASED
Shares69,698 from 76,896
Change-7,198 (-9%)
Value$5.8M (-$657.2K)
Filed 2026-10-21
Ramiah Investment Group
INCREASED
Shares69,294 from 67,798
Change+1,496 (+2%)
Value$5.7M (+$71.2K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares67,859 from 68,034
Change-175 (0%)
Value$5.6M (-$67.6K)
Filed 2026-10-23
Creekside Partners
DECREASED
Shares67,308 from 67,974
Change-666 (-1%)
Value$5.6M (-$108.3K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares66,646 from 67,445
Change-799 (-1%)
Value$5.5M (-$118.9K)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares66,307 from 68,334
Change-2,027 (-3%)
Value$5.5M (-$221.5K)
Filed 2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED
Shares65,772 from 65,772
Change0 (0%)
Value$5.5M (-$51.3K)
Filed 2026-10-27
Next Level Wealth Planning, LLC
DECREASED
Shares65,248 from 65,618
Change-370 (-1%)
Value$5.4M (-$81.9K)
Filed 2026-10-29
Vigilare Wealth Management
INCREASED
Shares64,923 from 38,388
Change+26,535 (+69%)
Value$5.4M (+$2.2M)
Filed 2026-10-29
Kendall Capital Management
INCREASED
Shares64,414 from 58,062
Change+6,352 (+11%)
Value$5.3M (+$481.7K)
Filed 2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares63,677 from 65,393
Change-1,716 (-3%)
Value$5.3M (-$193.4K)
Filed 2026-10-09
Prospera Financial Services Inc
INCREASED
Shares63,545 from 60,017
Change+3,528 (+6%)
Value$5.1M (+$93.6K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED
Shares63,470 from 64,553
Change-1,083 (-2%)
Value$5.3M (-$140.2K)
Filed 2026-10-16
Valpey Financial Services, LLC
DECREASED
Shares62,748 from 64,102
Change-1,354 (-2%)
Value$5.2M (-$162.4K)
Filed 2026-10-30
Kelsey Financial, LLC
DECREASED
Shares62,152 from 62,894
Change-742 (-1%)
Value$5.2M (-$110.6K)
Filed 2026-10-28
Allen Investment Management, LLC
INCREASED
Shares62,031 from 53,608
Change+8,423 (+16%)
Value$5.1M (+$657.0K)
Filed 2026-11-03
Richmond Investment Services, LLC
DECREASED
Shares61,728 from 66,721
Change-4,993 (-7%)
Value$5.1M (-$466.3K)
Filed 2026-10-29
Alta Advisers Ltd
UNCHANGED
Shares59,988 from 59,988
Change0 (0%)
Value$5.0M (-$46.8K)
Filed 2026-11-02
Professional Financial Advisors, LLC
INCREASED
Shares59,983 from 58,100
Change+1,883 (+3%)
Value$5.0M (+$110.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares59,698 from 49,929
Change+9,769 (+20%)
Value$5.0M (+$771.5K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares59,270 from 52,912
Change+6,358 (+12%)
Value$4.9M (+$486.2K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares59,093 from 62,841
Change-3,748 (-6%)
Value$4.9M (-$360.0K)
Filed 2026-10-01
Howard Wealth Management, LLC
INCREASED
Shares57,964 from 57,874
Change+90 (+0%)
Value$4.8M (-$37.7K)
Filed 2026-10-28
Clark Asset Management, LLC
INCREASED
Shares57,271 from 54,060
Change+3,211 (+6%)
Value$4.8M (+$224.2K)
Filed 2026-10-19
Secure Asset Management, LLC
INCREASED
Shares56,028 from 50,093
Change+5,935 (+12%)
Value$4.6M (+$453.3K)
Filed 2026-10-19
Alpine Bank Wealth Management
INCREASED
Shares55,746 from 55,705
Change+41 (+0%)
Value$4.6M (-$40.0K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares54,909 from 57,019
Change-2,110 (-4%)
Value$4.6M (-$219.5K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares54,909 from 54,755
Change+154 (+0%)
Value$4.6M (-$29.9K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares54,705 from 54,981
Change-276 (0%)
Value$4.5M (-$65.8K)
Filed 2026-11-04
Plancorp, LLC
DECREASED
Shares54,502 from 54,714
Change-212 (0%)
Value$4.4M (-$95.3K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED
Shares54,498 from 49,498
Change+5,000 (+10%)
Value$4.5M (+$376.2K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares54,274 from 54,572
Change-298 (-1%)
Value$4.5M (-$67.3K)
Filed 2026-10-23
Fiduciary Advisors, Inc.
DECREASED
Shares53,661 from 53,740
Change-79 (0%)
Value$4.5M (-$48.5K)
Filed 2026-10-16
Evanson Financial, LLC
INCREASED
Shares53,352 from 50,630
Change+2,722 (+5%)
Value$4.4M (+$186.4K)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares52,907 from 12,241
Change+40,666 (+332%)
Value$4.4M (+$3.4M)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares52,820 from 53,009
Change-189 (0%)
Value$4.4M (-$57.0K)
Filed 2026-11-04
Values Added Financial LLC
UNCHANGED
Shares52,632 from 52,632
Change0 (0%)
Value$4.4M (-$41.1K)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED
Shares52,102 from 54,802
Change-2,700 (-5%)
Value$4.3M (-$266.8K)
Filed 2026-10-21
Farnam Financial LLC
INCREASED
Shares51,971 from 51,429
Change+542 (+1%)
Value$4.2M (-$69.5K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares51,650 from 48,476
Change+3,174 (+7%)
Value$4.3M (+$225.5K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
INCREASED
Shares51,227 from 15,981
Change+35,246 (+221%)
Value$4.3M (+$2.9M)
Filed 2026-10-30
First Heartland Consultants, Inc.
INCREASED
Shares51,209 from 47,921
Change+3,288 (+7%)
Value$4.2M (+$235.5K)
Filed 2026-10-08
Sage Mountain Advisors LLC
DECREASED
Shares51,187 from 51,920
Change-733 (-1%)
Value$4.2M (-$101.3K)
Filed 2026-11-02
Algorithmic Investment Models, LLC
DECREASED
Shares51,179 from 53,560
Change-2,381 (-4%)
Value$4.2M (-$239.2K)
Filed 2026-11-04
Aufman Associates Inc
DECREASED
Shares51,007 from 51,428
Change-421 (-1%)
Value$4.2M (-$75.0K)
Filed 2026-11-04
Patten Group, Inc.
INCREASED
Shares50,874 from 48,181
Change+2,693 (+6%)
Value$4.2M (+$185.8K)
Filed 2026-10-26
Cornerstone Advisory, LLC
INCREASED
Shares50,638 from 37,526
Change+13,112 (+35%)
Value$4.2M (+$1.1M)
Filed 2026-11-06
Washington Growth Strategies LLC
UNCHANGED
Shares50,329 from 50,329
Change0 (0%)
Value$4.2M (-$39.3K)
Filed 2026-10-19
Ironwood Financial, llc
INCREASED
Shares50,285 from 47,619
Change+2,666 (+6%)
Value$4.2M (+$267.4K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares50,241 from 50,977
Change-736 (-1%)
Value$4.2M (-$100.9K)
Filed 2026-11-03
Abacus Planning Group, Inc.
INCREASED
Shares50,075 from 49,823
Change+252 (+1%)
Value$4.2M (-$18.0K)
Filed 2026-11-02
Foundation Wealth Management, Llc\pa
DECREASED
Shares49,829 from 57,376
Change-7,547 (-13%)
Value$4.1M (-$670.9K)
Filed 2026-10-14
Core Wealth Advisors, LLC
NEW
Shares49,592
Change+49,592
Value$4.1M
Filed 2026-11-05
Wealthcare Capital Partners, LLC
DECREASED
Shares49,496 from 50,016
Change-520 (-1%)
Value$4.1M (-$82.1K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares49,492 from 49,117
Change+375 (+1%)
Value$4.1M (-$7.2K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares49,235 from 53,642
Change-4,407 (-8%)
Value$4.1M (-$407.5K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares48,324 from 47,724
Change+600 (+1%)
Value$4.0M (+$12.6K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares47,026 from 42,433
Change+4,593 (+11%)
Value$3.9M (+$348.0K)
Filed 2026-10-26
Carnegie Investment Counsel
INCREASED
Shares46,890 from 44,318
Change+2,572 (+6%)
Value$3.9M (+$178.8K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares46,804 from 47,792
Change-988 (-2%)
Value$3.9M (-$119.2K)
Filed 2026-10-20
NYL Investors LLC
INCREASED
Shares46,541 from 45,484
Change+1,057 (+2%)
Value$3.9M (+$52.2K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares46,330 from 52,216
Change-5,886 (-11%)
Value$3.8M (-$529.1K)
Filed 2026-11-04
Evergreen Wealth Management, LLC
INCREASED
Shares46,076 from 37,853
Change+8,223 (+22%)
Value$3.8M (+$652.7K)
Filed 2026-11-06
Redwood Family Wealth LLC
INCREASED
Shares45,874 from 41,011
Change+4,863 (+12%)
Value$3.8M (+$371.5K)
Filed 2026-10-20
Navigate Wealth Management, LLC
INCREASED
Shares45,603 from 41,853
Change+3,750 (+9%)
Value$3.8M (+$362.9K)
Filed 2026-10-14
Sightline Wealth Advisors, LLC
DECREASED
Shares45,591 from 94,044
Change-48,453 (-52%)
Value$3.8M (-$4.1M)
Filed 2026-10-21
Tred Avon Family Wealth, LLC
INCREASED
Shares45,316 from 41,134
Change+4,182 (+10%)
Value$3.8M (+$314.9K)
Filed 2026-10-20
Svrn Asset Management, LLC
UNCHANGED
Shares44,976 from 44,976
Change0 (0%)
Value$3.7M (-$35.1K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares44,880 from 46,154
Change-1,274 (-3%)
Value$3.7M (-$141.7K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares44,875 from 45,032
Change-157 (0%)
Value$3.7M (-$48.1K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares44,398 from 50,702
Change-6,304 (-12%)
Value$3.7M (-$562.6K)
Filed 2026-10-27
Columbus Macro, LLC
INCREASED
Shares44,117 from 44,047
Change+70 (+0%)
Value$3.7M (-$28.5K)
Filed 2026-10-14
Security Financial Services, Inc.
DECREASED
Shares43,998 from 45,503
Change-1,505 (-3%)
Value$3.7M (-$160.4K)
Filed 2026-10-29
Tortoise Investment Management, LLC
UNCHANGED
Shares43,984 from 43,984
Change0 (0%)
Value$3.6M (-$34.3K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares43,280 from 22,815
Change+20,465 (+90%)
Value$3.6M (+$1.7M)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares42,732 from 42,083
Change+649 (+2%)
Value$3.5M (+$21.0K)
Filed 2026-10-30
Family Wealth Partners, LLC
DECREASED
Shares42,274 from 42,532
Change-258 (-1%)
Value$3.5M (-$54.6K)
Filed 2026-10-20
Solstein Capital, LLC
INCREASED
Shares42,098 from 41,931
Change+167 (+0%)
Value$3.5M (-$18.9K)
Filed 2026-11-02
Gibraltar Capital Management, Inc.
UNCHANGED
Shares41,485 from 41,485
Change0 (0%)
Value$3.4M (-$32.4K)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED
Shares41,455 from 40,941
Change+514 (+1%)
Value$3.4K (-$3.4M)
Filed 2026-11-05
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares41,012 from 45,012
Change-4,000 (-9%)
Value$3.4M (-$367.0K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares40,988 from 40,838
Change+150 (+0%)
Value$3.4M (-$18.5K)
Filed 2026-11-03
Financial Advisory Corp
DECREASED
Shares40,805 from 41,811
Change-1,006 (-2%)
Value$3.4M (-$116.0K)
Filed 2026-10-14
Gibson Wealth Advisors LLC
DECREASED
Shares40,662 from 41,345
Change-683 (-2%)
Value$3.4M (-$88.9K)
Filed 2026-10-20
Synergy Asset Management, LLC
DECREASED
Shares40,232 from 41,109
Change-877 (-2%)
Value$3.3M (-$104.8K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares39,799 from 51,423
Change-11,624 (-23%)
Value$3.3M (-$1.0M)
Filed 2026-10-29
Financial Planning Navigators Corp
INCREASED
Shares39,725 from 39,339
Change+386 (+1%)
Value$3.3M (+$1.3K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares39,286 from 41,331
Change-2,045 (-5%)
Value$3.3M (-$201.9K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
INCREASED
Shares38,912 from 37,022
Change+1,890 (+5%)
Value$3.2M (+$127.9K)
Filed 2026-10-13
Strategic Advisors LLC
INCREASED
Shares38,866 from 34,862
Change+4,004 (+11%)
Value$3.2M (+$305.0K)
Filed 2026-10-13
Richard P Slaughter Associates Inc
DECREASED
Shares37,558 from 44,816
Change-7,258 (-16%)
Value$3.1M (-$637.1K)
Filed 2026-10-13
Fermata Advisors, LLC
DECREASED
Shares36,785 from 44,306
Change-7,521 (-17%)
Value$3.1M (-$658.6K)
Filed 2026-10-13
Global Wealth Management, LLC
DECREASED
Shares36,773 from 39,895
Change-3,122 (-8%)
Value$3.1M (-$290.2K)
Filed 2026-10-15
West Bancorporation Inc
DECREASED
Shares36,436 from 36,958
Change-522 (-1%)
Value$3.0M (-$72.1K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED
Shares35,807 from 36,331
Change-524 (-1%)
Value$3.0M (-$71.8K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares35,758 from 32,299
Change+3,459 (+11%)
Value$3.0M (+$261.8K)
Filed 2026-10-29
Bank of New Hampshire
DECREASED
Shares34,931 from 35,261
Change-330 (-1%)
Value$2.9M (-$54.9K)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares34,917 from 35,107
Change-190 (-1%)
Value$2.9M (-$43.1K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares34,641 from 29,335
Change+5,306 (+18%)
Value$2.9M (+$417.4K)
Filed 2026-10-20
SWP Financial LLC
DECREASED
Shares34,360 from 34,529
Change-169 (0%)
Value$2.9M (-$41.0K)
Filed 2026-10-23
PUREfi Wealth, LLC
NEW
Shares34,340
Change+34,340
Value$2.8M
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares34,206 from 36,636
Change-2,430 (-7%)
Value$2.8M (-$230.2K)
Filed 2026-10-08
Bill Few Associates, Inc.
INCREASED
Shares33,931 from 22,275
Change+11,656 (+52%)
Value$2.8M (+$949.7K)
Filed 2026-10-09
Venture Visionary Partners LLC
INCREASED
Shares33,707 from 23,780
Change+9,927 (+42%)
Value$2.8M (+$805.1K)
Filed 2026-10-07
IPG Investment Advisors LLC
UNCHANGED
Shares33,472 from 33,472
Change0 (0%)
Value$2.8M (-$26.1K)
Filed 2026-10-30
Shaker Investments LLC
DECREASED
Shares33,392 from 34,333
Change-941 (-3%)
Value$2.8M (-$104.9K)
Filed 2026-11-05
Cowa, LLC
DECREASED
Shares33,191 from 33,268
Change-77 (0%)
Value$2.8M (-$32.3K)
Filed 2026-10-30
Post Resch Tallon Group Inc.
DECREASED
Shares33,146 from 33,644
Change-498 (-1%)
Value$2.8M (-$67.6K)
Filed 2026-10-09
Falcon Wealth Planning
INCREASED
Shares33,048 from 32,906
Change+142 (+0%)
Value$2.7M (-$13.9K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares32,945 from 32,440
Change+505 (+2%)
Value$2.7M (+$16.6K)
Filed 2026-10-28
Harfst & Associates, Inc.
DECREASED
Shares32,913 from 33,758
Change-845 (-2%)
Value$2.7M (-$96.4K)
Filed 2026-10-20
Archer Investment Management, LLC
DECREASED
Shares32,849 from 36,260
Change-3,411 (-9%)
Value$2.7M (-$311.3K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares32,624
Change+32,624
Value$2.7M
Filed 2026-11-04
Red Mountain Financial, LLC
DECREASED
Shares32,432 from 32,516
Change-84 (0%)
Value$2.7M (-$32.3K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares32,369 from 31,910
Change+459 (+1%)
Value$2.7M (+$13.2K)
Filed 2026-10-22
FF Advisors,LLC
INCREASED
Shares32,183 from 27,260
Change+4,923 (+18%)
Value$2.7M (+$387.2K)
Filed 2026-10-21
Staley Capital Advisers Inc
INCREASED
Shares32,126 from 32,015
Change+111 (+0%)
Value$2.7M (-$15.8K)
Filed 2026-11-06
DT Investment Partners, LLC
DECREASED
Shares31,917 from 31,942
Change-25 (0%)
Value$2.6M (-$27.0K)
Filed 2026-10-27
Myecfo, LLC
DECREASED
Shares31,815 from 32,445
Change-630 (-2%)
Value$2.6M (-$77.6K)
Filed 2026-10-14
Baker Ellis Asset Management LLC
UNCHANGED
Shares31,626 from 31,626
Change0 (0%)
Value$2.6M (-$24.7K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares31,028 from 31,495
Change-467 (-1%)
Value$2.6M (-$63.3K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares31,012 from 31,124
Change-112 (0%)
Value$2.6M (-$33.6K)
Filed 2026-11-03
Carroll Advisory Group, LLC
DECREASED
Shares30,786 from 31,294
Change-508 (-2%)
Value$2.6M (-$66.6K)
Filed 2026-10-16
Corda Investment Management, Llc.
DECREASED
Shares30,690 from 32,212
Change-1,522 (-5%)
Value$2.5M (-$151.4K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED
Shares30,690 from 30,865
Change-175 (-1%)
Value$2.5M (-$38.6K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares30,655 from 16,963
Change+13,692 (+81%)
Value$2.5M (+$1.1M)
Filed 2026-11-05
Grove Street Fiduciary, LLC
DECREASED
Shares30,235 from 31,331
Change-1,096 (-3%)
Value$2.5M (-$115.4K)
Filed 2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares30,193 from 31,501
Change-1,308 (-4%)
Value$2.5M (-$133.2K)
Filed 2026-10-29
Shoker Investment Counsel, Inc.
DECREASED
Shares29,924 from 29,942
Change-18 (0%)
Value$2.5M (-$24.8K)
Filed 2026-11-04
MBA Advisors LLC
INCREASED
Shares29,595 from 29,245
Change+350 (+1%)
Value$2.5M (+$6.2K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
INCREASED
Shares29,192 from 24,356
Change+4,836 (+20%)
Value$2.4M (+$382.2K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
INCREASED
Shares29,166 from 28,560
Change+606 (+2%)
Value$2.4M (+$28.0K)
Filed 2026-10-13
Journey Advisory Group, LLC
UNCHANGED
Shares28,785 from 28,785
Change0 (0%)
Value$2.4M (-$22.5K)
Filed 2026-11-04
Charis Legacy Partners, LLC
DECREASED
Shares28,405 from 30,203
Change-1,798 (-6%)
Value$2.4M (-$172.8K)
Filed 2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED
Shares27,972 from 26,823
Change+1,149 (+4%)
Value$2.3M (+$74.4K)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares27,806 from 27,955
Change-149 (-1%)
Value$2.3M (-$34.2K)
Filed 2026-10-28
Montecito Bank & Trust
INCREASED
Shares27,641 from 26,516
Change+1,125 (+4%)
Value$2.3M (+$72.7K)
Filed 2026-10-01
James Investment Research, Inc.
INCREASED
Shares27,594 from 26,953
Change+641 (+2%)
Value$2.3M (+$32.1K)
Filed 2026-10-22
Boltwood Capital Management
DECREASED
Shares27,344 from 27,619
Change-275 (-1%)
Value$2.3M (-$44.4K)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
DECREASED
Shares27,049 from 28,136
Change-1,087 (-4%)
Value$2.3M (-$104.5K)
Filed 2026-10-30
Family CFO Inc
DECREASED
Shares26,983 from 28,128
Change-1,145 (-4%)
Value$2.2M (-$116.9K)
Filed 2026-10-30
Moulton Wealth Management, Inc
DECREASED
Shares26,904 from 27,356
Change-452 (-2%)
Value$2.2M (-$49.6K)
Filed 2026-10-13
True Link Financial Advisors, LLC
DECREASED
Shares26,832 from 28,556
Change-1,724 (-6%)
Value$2.2M (-$165.3K)
Filed 2026-10-27
American Capital Advisory, LLC
DECREASED
Shares26,783 from 27,071
Change-288 (-1%)
Value$2.2M (-$45.0K)
Filed 2026-10-28
Warner Financial, Inc
DECREASED
Shares26,611 from 26,617
Change-6 (0%)
Value$2.2M (-$21.2K)
Filed 2026-11-06
Chapin Davis, Inc.
INCREASED
Shares26,482 from 26,347
Change+135 (+1%)
Value$2.2M (-$9.3K)
Filed 2026-10-09
Elevate Capital Advisors, LLC
NEW
Shares26,441
Change+26,441
Value$2.2M
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares26,022 from 29,302
Change-3,280 (-11%)
Value$2.1M (-$329.1K)
Filed 2026-10-15
Semitam Bonam LLC
INCREASED
Shares25,786 from 23,986
Change+1,800 (+8%)
Value$2.1M (+$130.7K)
Filed 2026-10-27
New England Private Wealth Advisors LLC
INCREASED
Shares25,685 from 25,680
Change+5 (+0%)
Value$2.1M (+$29.9K)
Filed 2026-10-19
Mengis Capital Management, Inc.
DECREASED
Shares25,659 from 25,778
Change-119 (0%)
Value$2.1M (-$30.1K)
Filed 2026-10-13
Sjbenen Advisory, LLC
DECREASED
Shares25,568 from 27,418
Change-1,850 (-7%)
Value$2.1M (-$179.2K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares25,454 from 25,443
Change+11 (+0%)
Value$2.1M (-$18.9K)
Filed 2026-10-27
Partners in Financial Planning
INCREASED
Shares25,249 from 25,217
Change+32 (+0%)
Value$2.1M (-$17.1K)
Filed 2026-11-06
Guardsman Private Capital Management, Inc.
DECREASED
Shares25,180 from 25,322
Change-142 (-1%)
Value$2.1M (-$31.5K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares25,143 from 25,183
Change-40 (0%)
Value$2.1M (-$23.0K)
Filed 2026-10-28
RVW Wealth, LLC
INCREASED
Shares25,097 from 20,936
Change+4,161 (+20%)
Value$2.1M (+$328.9K)
Filed 2026-10-06
LexAurum Advisors, LLC
INCREASED
Shares24,902 from 23,290
Change+1,612 (+7%)
Value$2.1M (+$115.6K)
Filed 2026-10-19
Prudent Investor Advisors, LLC
NEW
Shares24,712
Change+24,712
Value$2.1M
Filed 2026-10-22
Fisher Asset Management, LLC
INCREASED
Shares24,347 from 4,322
Change+20,025 (+463%)
Value$2.0M (+$1.7M)
Filed 2026-11-06
Financial Insights, Inc.
UNCHANGED
Shares24,238 from 24,238
Change0 (0%)
Value$2.0M (-$18.9K)
Filed 2026-10-27
Long Island Wealth Management, Inc.
UNCHANGED
Shares24,230 from 24,230
Change0 (0%)
Value$2.0M (-$18.9K)
Filed 2026-10-20
Grandfield & Dodd, LLC
DECREASED
Shares24,220 from 24,455
Change-235 (-1%)
Value$2.0M (-$38.6K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
DECREASED
Shares24,143 from 24,423
Change-280 (-1%)
Value$2.0M (+$169.0K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares23,974 from 21,501
Change+2,473 (+12%)
Value$1.9M (+$175.8K)
Filed 2026-10-27
Atlas Brown,Inc.
INCREASED
Shares23,936 from 23,115
Change+821 (+4%)
Value$2.0M (+$50.1K)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
UNCHANGED
Shares23,849 from 23,849
Change0 (0%)
Value$2.0M (-$18.6K)
Filed 2026-11-06
Visionary Wealth Advisors
DECREASED
Shares23,732 from 23,818
Change-86 (0%)
Value$2.0M (-$25.7K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares23,693 from 23,651
Change+42 (+0%)
Value$2.0M (-$15.0K)
Filed 2026-10-05
ProVise Management Group, LLC
INCREASED
Shares23,462 from 16,481
Change+6,981 (+42%)
Value$1.9M (+$566.4K)
Filed 2026-11-06
Frankly Finances, LLC
UNCHANGED
Shares23,448 from 23,448
Change0 (0%)
Value$1.9M (-$18.3K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares23,411 from 22,264
Change+1,147 (+5%)
Value$1.9M (+$77.8K)
Filed 2026-11-02
Harpswell Capital Advisors, LLC
DECREASED
Shares23,369 from 26,600
Change-3,231 (-12%)
Value$1.9M (-$288.8K)
Filed 2026-10-09
RS Crum Inc.
DECREASED
Shares23,195 from 24,430
Change-1,235 (-5%)
Value$1.9M (-$121.5K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares23,175 from 28,828
Change-5,653 (-20%)
Value$1.9M (-$491.5K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares23,152 from 22,507
Change+645 (+3%)
Value$1.9K (+$36)
Filed 2026-10-27
Blueprint Financial Advisors LLC
NEW
Shares23,102
Change+23,102
Value$1.9M
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares22,643 from 12,453
Change+10,190 (+82%)
Value$1.9M (+$835.8K)
Filed 2026-10-23
Harrell Investment Partners, LLC
INCREASED
Shares22,566 from 22,292
Change+274 (+1%)
Value$1.9M (+$5.4K)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
NEW
Shares22,379
Change+22,379
Value$1.9M
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares22,349 from 22,339
Change+10 (+0%)
Value$1.9M (-$16.6K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares22,110 from 15,284
Change+6,826 (+45%)
Value$1.8M (+$554.4K)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares21,945 from 21,733
Change+212 (+1%)
Value$1.8M (+$638)
Filed 2026-10-21
Hill Island Financial LLC
UNCHANGED
Shares21,394 from 21,394
Change0 (0%)
Value$1.8M (-$16.7K)
Filed 2026-10-20
Unify Financial Advisors
NEW
Shares21,161
Change+21,161
Value$1.8M
Filed 2026-11-03
Ackerman Capital Advisors, LLC
INCREASED
Shares21,109 from 2,832
Change+18,277 (+645%)
Value$1.8M (+$1.5M)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED
Shares20,927 from 24,027
Change-3,100 (-13%)
Value$1.7M (-$276.0K)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares20,876 from 21,160
Change-284 (-1%)
Value$1.7M (-$40.1K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares20,809 from 7,631
Change+13,178 (+173%)
Value$1.7M (+$1.1M)
Filed 2026-10-29
Briggs Wealth Management, Inc
INCREASED
Shares20,716 from 20,713
Change+3 (+0%)
Value$1.7M (-$15.8K)
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares20,658 from 19,091
Change+1,567 (+8%)
Value$1.7M (+$115.1K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED
Shares20,562 from 20,562
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
WealthBridge Investment Counsel Inc.
DECREASED
Shares20,491 from 20,561
Change-70 (0%)
Value$1.7K (-$22)
Filed 2026-10-13
Shepherd Financial Partners LLC
UNCHANGED
Shares20,439 from 20,439
Change0 (0%)
Value$1.7M (-$15.9K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
INCREASED
Shares20,412 from 20,076
Change+336 (+2%)
Value$1.7M (+$12.2K)
Filed 2026-10-13
Greenhouse Wealth Management, LLC
DECREASED
Shares20,406 from 20,680
Change-274 (-1%)
Value$1.7M (-$38.9K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
DECREASED
Shares20,391 from 20,478
Change-87 (0%)
Value$1.7M (-$23.1K)
Filed 2026-11-03
Asempa Wealth Advisors
INCREASED
Shares20,259 from 19,994
Change+265 (+1%)
Value$1.7M (-$3.6K)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED
Shares20,225 from 19,464
Change+761 (+4%)
Value$1.7M (+$48.0K)
Filed 2026-10-16
Anderson Hoagland & Co
DECREASED
Shares20,195 from 24,648
Change-4,453 (-18%)
Value$1.6M (-$430.3K)
Filed 2026-10-23
Northwest Wealth Management, LLC
DECREASED
Shares20,001 from 20,888
Change-887 (-4%)
Value$1.7M (-$89.9K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
DECREASED
Shares19,981 from 20,332
Change-351 (-2%)
Value$1.7M (-$45.0K)
Filed 2026-10-21
Lyell Wealth Management, LP
UNCHANGED
Shares19,570 from 19,570
Change0 (0%)
Value$1.6M (-$15.3K)
Filed 2026-10-30
Garde Capital, Inc.
INCREASED
Shares19,568 from 19,399
Change+169 (+1%)
Value$1.6M (-$1.1K)
Filed 2026-10-29
Advus Financial Partners, LLC
INCREASED
Shares19,563 from 17,851
Change+1,712 (+10%)
Value$1.6M (+$128.1K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares19,510 from 21,599
Change-2,089 (-10%)
Value$1.6M (-$190.2K)
Filed 2026-10-30
SkyOak Wealth, LLC
INCREASED
Shares19,415 from 19,218
Change+197 (+1%)
Value$1.6M (+$1.4K)
Filed 2026-10-28
Curbstone Financial Management Corp
DECREASED
Shares19,378 from 19,628
Change-250 (-1%)
Value$1.6M (-$36.1K)
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares19,243 from 19,278
Change-35 (0%)
Value$1.6K (-$1.6M)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares19,147 from 22,647
Change-3,500 (-15%)
Value$1.6M (-$308.1K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares19,140 from 19,987
Change-847 (-4%)
Value$1.6K (-$1.7M)
Filed 2026-10-22
Midland Wealth Advisors, LLC
UNCHANGED
Shares18,859 from 18,859
Change0 (0%)
Value$1.6M (-$14.7K)
Filed 2026-10-26
Aries Wealth Management
DECREASED
Shares18,407 from 19,547
Change-1,140 (-6%)
Value$1.5M (-$109.8K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
DECREASED
Shares18,252 from 18,942
Change-690 (-4%)
Value$1.5M (-$72.0K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares18,234 from 18,599
Change-365 (-2%)
Value$1.5M (-$44.8K)
Filed 2026-10-30
Novem Group
INCREASED
Shares18,152 from 18,151
Change+1 (+0%)
Value$1.5M (-$14.0K)
Filed 2026-10-19
First Interstate Bank
DECREASED
Shares18,139 from 18,780
Change-641 (-3%)
Value$1.5M (-$67.8K)
Filed 2026-10-23
Washington Capital Management, Inc
DECREASED
Shares18,070 from 19,570
Change-1,500 (-8%)
Value$1.5M (-$139.7K)
Filed 2026-10-19
Calamos Wealth Management LLC
UNCHANGED
Shares18,004 from 18,004
Change0 (0%)
Value$1.5M (-$14.0K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares17,813 from 17,491
Change+322 (+2%)
Value$1.5M (+$13.1K)
Filed 2026-10-27
MontVue Capital Management, Inc.
UNCHANGED
Shares17,774 from 17,774
Change0 (0%)
Value$1.5M (-$13.9K)
Filed 2026-10-19
Parthenon LLC
INCREASED
Shares17,711 from 16,928
Change+783 (+5%)
Value$1.5M (+$51.8K)
Filed 2026-10-22
Globalt Investments LLC / GA
UNCHANGED
Shares17,710 from 17,710
Change0 (0%)
Value$1.5M (-$13.8K)
Filed 2026-10-27
IFC & Insurance Marketing, Inc.
DECREASED
Shares17,662 from 17,728
Change-66 (0%)
Value$1.5M (-$19.3K)
Filed 2026-10-16
Index Fund Advisors, Inc.
INCREASED
Shares17,529 from 17,489
Change+40 (+0%)
Value$1.5M (-$10.3K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares17,341 from 17,355
Change-14 (0%)
Value$1.4M (-$14.6K)
Filed 2026-10-08
City State Bank
DECREASED
Shares17,334 from 19,892
Change-2,558 (-13%)
Value$1.4M (-$227.8K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED
Shares17,148 from 15,136
Change+2,012 (+13%)
Value$1.4M (+$155.2K)
Filed 2026-10-23
Union Savings Bank
INCREASED
Shares16,895 from 15,680
Change+1,215 (+8%)
Value$1.4M (+$88.6K)
Filed 2026-10-14
Archer Investment Corp
DECREASED
Shares16,830 from 17,595
Change-765 (-4%)
Value$1.4M (-$77.2K)
Filed 2026-11-05
Norris Perne & French LLP
DECREASED
Shares16,788 from 16,911
Change-123 (-1%)
Value$1.4M (-$23.4K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares16,683 from 16,683
Change0 (0%)
Value$1.4M (-$13.0K)
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares16,543 from 28,343
Change-11,800 (-42%)
Value$1.4M (-$1.0M)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares16,344 from 15,748
Change+596 (+4%)
Value$1.4M (+$37.2K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares16,230 from 18,842
Change-2,612 (-14%)
Value$1.3M (-$231.4K)
Filed 2026-11-06
Investment Management Trust, LLC
DECREASED
Shares15,892 from 16,056
Change-164 (-1%)
Value$1.3M (-$26.2K)
Filed 2026-11-05
Allegheny Financial Group
INCREASED
Shares15,877 from 15,840
Change+37 (+0%)
Value$1.3M (-$9.3K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
INCREASED
Shares15,873 from 15,871
Change+2 (+0%)
Value$1.3M (-$31.4K)
Filed 2026-11-05
Andrews Advisory Associates, LLC
DECREASED
Shares15,801 from 15,812
Change-11 (0%)
Value$1.3M (-$13.2K)
Filed 2026-10-15
Syverson Strege & Co
UNCHANGED
Shares15,718 from 15,718
Change0 (0%)
Value$1.3M (-$12.3K)
Filed 2026-11-02
Brewster Financial Planning LLC
DECREASED
Shares15,609 from 15,731
Change-122 (-1%)
Value$1.3M (-$22.4K)
Filed 2026-10-13
Vicus Capital
UNCHANGED
Shares15,558 from 15,558
Change0 (0%)
Value$1.3M (-$12.1K)
Filed 2026-11-05
Texas Bank & Trust Co
DECREASED
Shares15,541 from 18,041
Change-2,500 (-14%)
Value$1.3M (-$221.5K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares15,343 from 15,199
Change+144 (+1%)
Value$1.3M (+$107)
Filed 2026-10-13
Eclectic Associates Inc
UNCHANGED
Shares15,220 from 15,220
Change0 (0%)
Value$1.3M (-$11.9K)
Filed 2026-10-09
Insight Advisors, LLC/ PA
INCREASED
Shares15,214 from 15,001
Change+213 (+1%)
Value$1.3M (+$6.0K)
Filed 2026-10-22
New Covenant Trust Company, N.A.
UNCHANGED
Shares15,113 from 15,113
Change0 (0%)
Value$1.3M (-$11.8K)
Filed 2026-10-08
Smith Partners Wealth Management, LLC
DECREASED
Shares15,088 from 18,477
Change-3,389 (-18%)
Value$1.3M (-$295.6K)
Filed 2026-11-05
New Perspectives, Inc
DECREASED
Shares15,055 from 15,155
Change-100 (-1%)
Value$1.2M (-$20.1K)
Filed 2026-10-14
Sheets Smith Wealth Management
UNCHANGED
Shares15,027 from 15,027
Change0 (0%)
Value$1.2M (-$11.7K)
Filed 2026-10-16
Pioneer Wealth Management Group
UNCHANGED
Shares14,821 from 14,821
Change0 (0%)
Value$1.2M (-$11.6K)
Filed 2026-10-09
Petredis Investment Advisors LLC
DECREASED
Shares14,710 from 15,160
Change-450 (-3%)
Value$1.2M (-$49.2K)
Filed 2026-10-20
Snider Financial Group
DECREASED
Shares14,646 from 15,166
Change-520 (-3%)
Value$1.2M (-$55.0K)
Filed 2026-10-16
Blueprint Investment Partners LLC
NEW
Shares14,545
Change+14,545
Value$1.2M
Filed 2026-10-28
Cascade Investment Advisors, Inc.
INCREASED
Shares14,543 from 14,469
Change+74 (+1%)
Value$1.2M (-$5.1K)
Filed 2026-11-02
Procyon Advisors, LLC
INCREASED
Shares14,473 from 14,392
Change+81 (+1%)
Value$1.2M (-$4.5K)
Filed 2026-10-21
Embree Financial Group
NEW
Shares14,449
Change+14,449
Value$1.2M
Filed 2026-10-22
Smith & Howard Wealth Management, LLC
DECREASED
Shares14,448 from 14,490
Change-42 (0%)
Value$1.2M (-$14.8K)
Filed 2026-10-27
Sepio Capital, LP
INCREASED
Shares14,412 from 12,859
Change+1,553 (+12%)
Value$1.2M (+$118.9K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares14,412 from 14,263
Change+149 (+1%)
Value$1.2M (-$5.7K)
Filed 2026-10-13
Englebert Financial Advisers, LLC
DECREASED
Shares14,358 from 14,979
Change-621 (-4%)
Value$1.2M (-$63.3K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares14,332 from 14,432
Change-100 (-1%)
Value$1.2M (-$19.6K)
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares14,300 from 14,275
Change+25 (+0%)
Value$1.2M (-$9.1K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares14,228 from 9,813
Change+4,415 (+45%)
Value$1.2M (+$358.6K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares14,175 from 14,175
Change0 (0%)
Value$1.2M (-$11.0K)
Filed 2026-10-16
Serenity Investment Advisors
INCREASED
Shares14,172 from 7,866
Change+6,306 (+80%)
Value$1.2M (+$507.3K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares14,150 from 13,204
Change+946 (+7%)
Value$1.2M (+$68.2K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares14,111 from 14,111
Change0 (0%)
Value$1.2M (-$11.0K)
Filed 2026-10-22
GSG Advisors LLC
INCREASED
Shares14,108 from 14,087
Change+21 (+0%)
Value$1.2M (-$9.3K)
Filed 2026-11-03
Wealth Architects, LLC
DECREASED
Shares14,095 from 14,124
Change-29 (0%)
Value$1.2M (-$13.4K)
Filed 2026-11-03
Davis Capital Management
UNCHANGED
Shares13,913 from 13,913
Change0 (0%)
Value$1.2M (-$10.9K)
Filed 2026-10-08
Manske Wealth Management
UNCHANGED
Shares13,879 from 13,879
Change0 (0%)
Value$1.2M (-$10.8K)
Filed 2026-10-26
Chemistry Wealth Management LLC
UNCHANGED
Shares13,848 from 13,848
Change0 (0%)
Value$1.1M (-$10.8K)
Filed 2026-10-16
Bath Savings Trust Co
INCREASED
Shares13,545 from 3,045
Change+10,500 (+345%)
Value$1.1M (+$868.8K)
Filed 2026-10-07
One Degree Advisors Inc
DECREASED
Shares13,436 from 13,796
Change-360 (-3%)
Value$1.1M (+$1.1M)
Filed 2026-11-06
Skyline Advisors, Inc.
INCREASED
Shares13,415 from 13,414
Change+1 (+0%)
Value$1.1M (-$10.4K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares13,397 from 12,986
Change+411 (+3%)
Value$1.1M (+$24.0K)
Filed 2026-10-22
Nilsine Partners, LLC
NEW
Shares13,325
Change+13,325
Value$1.1M
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares13,115 from 12,483
Change+632 (+5%)
Value$1.1M (+$42.7K)
Filed 2026-10-22
Summit Financial Strategies, Inc.
UNCHANGED
Shares13,002 from 13,002
Change0 (0%)
Value$1.1M (-$10.1K)
Filed 2026-10-14
Heirloom Wealth Management
UNCHANGED
Shares12,894 from 12,894
Change0 (0%)
Value$1.1M (-$10.1K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares12,748 from 10,289
Change+2,459 (+24%)
Value$1.1M (+$196.0K)
Filed 2026-10-22
Noble Family Wealth, LLC
DECREASED
Shares12,733 from 12,949
Change-216 (-2%)
Value$1.1M (-$28.0K)
Filed 2026-10-26
Occidental Asset Management, LLC
DECREASED
Shares12,727 from 13,148
Change-421 (-3%)
Value$1.1M (-$45.2K)
Filed 2026-11-05
Porter White Investment Advisors, Inc.
INCREASED
Shares12,658 from 6,314
Change+6,344 (+100%)
Value$1.1M (+$521.4K)
Filed 2026-10-14
Farrell Financial LLC
INCREASED
Shares12,562 from 12,377
Change+185 (+1%)
Value$1.0M (+$5.6K)
Filed 2026-10-16
Quattro Financial Advisors LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$1.0M (-$9.8K)
Filed 2026-10-15
Richard C. Young & Co., Ltd.
DECREASED
Shares12,433 from 12,646
Change-213 (-2%)
Value$1.0M (-$27.6K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares12,366 from 13,208
Change-842 (-6%)
Value$1.0M (-$80.2K)
Filed 2026-10-08
MBL Wealth, LLC
DECREASED
Shares12,306 from 12,522
Change-216 (-2%)
Value$1.0M (-$27.7K)
Filed 2026-10-22
Waystone Advisors LLC
UNCHANGED
Shares12,294 from 12,294
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-16
Bull Street Advisors, LLC
INCREASED
Shares12,258 from 11,368
Change+890 (+8%)
Value$1.0K (-$951.0K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED
Shares12,249 from 12,407
Change-158 (-1%)
Value$1.0M (-$22.8K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares12,162 from 10,561
Change+1,601 (+15%)
Value$1.0M (+$124.6K)
Filed 2026-10-14
Rebalance, LLC
INCREASED
Shares12,111 from 12,105
Change+6 (+0%)
Value$1.0M (-$8.9K)
Filed 2026-10-22
Phraction Management LLC
UNCHANGED
Shares12,062 from 12,062
Change0 (0%)
Value$1.0M (-$9.4K)
Filed 2026-10-14
Mccarter Private Wealth Services LLC
DECREASED
Shares12,000 from 13,000
Change-1,000 (-8%)
Value$995.6K (-$93.1K)
Filed 2026-10-22
Factory Mutual Insurance Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$995.6K (-$9.4K)
Filed 2026-10-30
First Citizens Bank & Trust Co
DECREASED
Shares11,831 from 11,884
Change-53 (0%)
Value$981.6K (-$13.7K)
Filed 2026-10-14
Worth Asset Management, LLC
DECREASED
Shares11,824 from 13,216
Change-1,392 (-11%)
Value$981.0K (-$125.8K)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares11,800 from 16,569
Change-4,769 (-29%)
Value$979.0K (-$408.6K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares11,754 from 11,754
Change0 (0%)
Value$975.2K (-$9.2K)
Filed 2026-10-16
Busey Bank
INCREASED
Shares11,697 from 11,431
Change+266 (+2%)
Value$970.5K (+$13.2K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares11,673 from 10,522
Change+1,151 (+11%)
Value$968.5K (+$87.2K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares11,650 from 5,825
Change+5,825 (+100%)
Value$966.6K (+$478.8K)
Filed 2026-10-19
One Day In July LLC
UNCHANGED
Shares11,610 from 11,610
Change0 (0%)
Value$963.3K (-$9.1K)
Filed 2026-10-30
71 West Capital Partners
INCREASED
Shares11,577 from 10,291
Change+1,286 (+13%)
Value$960.5K (+$98.7K)
Filed 2026-11-04
Solidarity Wealth, LLC
UNCHANGED
Shares11,490 from 11,490
Change0 (0%)
Value$953.3K (-$9.0K)
Filed 2026-10-15
Traveka Wealth, LLC
INCREASED
Shares11,483 from 11,232
Change+251 (+2%)
Value$952.7K (+$12.1K)
Filed 2026-10-19
McClarren Financial Advisors, Inc.
DECREASED
Shares11,449 from 12,174
Change-725 (-6%)
Value$949.9K (-$69.7K)
Filed 2026-10-15
Forza Wealth Management, LLC
DECREASED
Shares11,420 from 11,820
Change-400 (-3%)
Value$947.5K (-$42.4K)
Filed 2026-10-20
Upper Left Wealth Management, LLC
DECREASED
Shares11,393 from 45,703
Change-34,310 (-75%)
Value$945.3K (-$2.9M)
Filed 2026-10-14
First American Bank
INCREASED
Shares11,351 from 8,839
Change+2,512 (+28%)
Value$941.8K (+$201.5K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
DECREASED
Shares11,331 from 11,369
Change-38 (0%)
Value$940.1K (-$12.0K)
Filed 2026-10-01
Old National Bancorp
DECREASED
Shares11,325 from 11,474
Change-149 (-1%)
Value$939.6K (-$21.3K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares11,269 from 11,268
Change+1 (+0%)
Value$935.0K (-$8.7K)
Filed 2026-11-04
Capital City Trust Co
INCREASED
Shares11,263 from 11,175
Change+88 (+1%)
Value$934.5K (-$1.4K)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$929.3K (-$8.7K)
Filed 2026-10-05
Smith Salley Wealth Management
INCREASED
Shares11,194 from 8,824
Change+2,370 (+27%)
Value$928.8K (+$189.8K)
Filed 2026-11-03
Probity Advisors, Inc.
UNCHANGED
Shares11,120 from 11,120
Change0 (0%)
Value$922.6K (-$8.7K)
Filed 2026-10-23
Trace Wealth Advisors, LLC
UNCHANGED
Shares11,114 from 11,114
Change0 (0%)
Value$922.1K (-$8.7K)
Filed 2026-10-30
Allstreet Capital Advisors LLC
UNCHANGED
Shares11,061 from 11,061
Change0 (0%)
Value$917.7K (-$8.6K)
Filed 2026-11-04
Vilga Financial Planning LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$912.7K (-$8.6K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares10,971 from 10,970
Change+1 (+0%)
Value$910.3K (-$8.4K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares10,770 from 7,665
Change+3,105 (+41%)
Value$893.6K (+$251.6K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,747 from 10,748
Change-1 (0%)
Value$891.7K (-$8.4K)
Filed 2026-10-08
Dagco, Inc.
DECREASED
Shares10,636 from 10,825
Change-189 (-2%)
Value$882.5K (-$24.1K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares10,599 from 9,953
Change+646 (+6%)
Value$879.4K (+$45.8K)
Filed 2026-10-29
Omni 360 Wealth, Inc.
INCREASED
Shares10,581 from 10,572
Change+9 (+0%)
Value$877.9K (-$7.5K)
Filed 2026-10-13
OAK Family Advisors, LLC
INCREASED
Shares10,562 from 10,511
Change+51 (+0%)
Value$876.3K (-$4.0K)
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares10,561 from 15,361
Change-4,800 (-31%)
Value$876.3K (-$410.2K)
Filed 2026-10-23
Personal CFO Solutions, LLC
INCREASED
Shares10,503 from 10,494
Change+9 (+0%)
Value$871.4K (-$7.4K)
Filed 2026-11-06
Howard Financial Services, Ltd.
UNCHANGED
Shares10,453 from 10,453
Change0 (0%)
Value$867.3K (-$8.1K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
DECREASED
Shares10,427 from 10,943
Change-516 (-5%)
Value$865.1K (-$51.3K)
Filed 2026-10-22
Duncker Streett & Co Inc
INCREASED
Shares10,396 from 8,444
Change+1,952 (+23%)
Value$862.5K (+$155.4K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares10,354 from 7,990
Change+2,364 (+30%)
Value$859.1K (+$189.9K)
Filed 2026-10-22
Fortress Financial Solutions, LLC
NEW
Shares10,296
Change+10,296
Value$854.3K
Filed 2026-10-14
Opulen Financial Group LLC
INCREASED
Shares10,246 from 10,183
Change+63 (+1%)
Value$850.1K (-$2.7K)
Filed 2026-10-22
TrustWell Financial Advisors, LLC
INCREASED
Shares10,196 from 9,861
Change+335 (+3%)
Value$846.0K (+$20.1K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,105 from 9,725
Change+380 (+4%)
Value$838.4K (+$29.1K)
Filed 2026-10-13
Banque Pictet & CIE SA
NEW
Shares10,000
Change+10,000
Value$829.7K
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares9,998 from 12,310
Change-2,312 (-19%)
Value$829.6K (-$201.4K)
Filed 2026-10-22
Summit Global Investments
UNCHANGED
Shares9,966 from 9,966
Change0 (0%)
Value$827 (-$834.2K)
Filed 2026-10-28
Evergreen Advisors, LLC
INCREASED
Shares9,900 from 9,877
Change+23 (+0%)
Value$821.4K (-$5.8K)
Filed 2026-10-28
Valued Retirements, Inc.
UNCHANGED
Shares9,719 from 9,719
Change0 (0%)
Value$806.4K (-$7.6K)
Filed 2026-11-06
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares9,668 from 9,070
Change+598 (+7%)
Value$802.1K (+$42.6K)
Filed 2026-10-22
EdgeRock Capital LLC
INCREASED
Shares9,645 from 3,170
Change+6,475 (+204%)
Value$800.2K (+$534.8K)
Filed 2026-11-03
Quadrant Capital Group LLC
UNCHANGED
Shares9,636 from 9,636
Change0 (0%)
Value$796.0K (-$11.0K)
Filed 2026-10-20
Catalyst Financial Partners LLC
UNCHANGED
Shares9,621 from 9,621
Change0 (0%)
Value$798.3K (-$7.5K)
Filed 2026-11-06
Wealth Dimensions Group, Ltd.
INCREASED
Shares9,609 from 9,603
Change+6 (+0%)
Value$797.2K (-$7.0K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares9,582 from 9,686
Change-104 (-1%)
Value$795.0K (-$16.2K)
Filed 2026-10-09
Investment Research & Advisory Group, Inc.
INCREASED
Shares9,571 from 9,549
Change+22 (+0%)
Value$843.8K (-$6.6K)
Filed 2026-10-19
Life Planning Partners, Inc
DECREASED
Shares9,562 from 13,886
Change-4,324 (-31%)
Value$793.4K (-$369.5K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares9,197 from 8,944
Change+253 (+3%)
Value$763.1K (+$14.0K)
Filed 2026-10-21
Fullerton Advisors, LLC
INCREASED
Shares9,197 from 9,174
Change+23 (+0%)
Value$763.1K (-$5.3K)
Filed 2026-10-14
Sageworth Trust Co
UNCHANGED
Shares9,151 from 9,151
Change0 (0%)
Value$759.3K (-$7.1K)
Filed 2026-10-30
Carrera Capital Advisors
INCREASED
Shares9,126 from 8,753
Change+373 (+4%)
Value$757.2K (+$24.1K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares9,101 from 8,046
Change+1,055 (+13%)
Value$755.1K (+$81.3K)
Filed 2026-10-14
10Elms LLP
INCREASED
Shares9,098 from 8,658
Change+440 (+5%)
Value$754.9K (+$29.8K)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED
Shares9,065 from 27,234
Change-18,169 (-67%)
Value$752.1K (-$1.5M)
Filed 2026-10-20
LMG Wealth Partners, LLC
UNCHANGED
Shares9,018 from 9,018
Change0 (0%)
Value$748.2K (-$7.0K)
Filed 2026-11-05
Sigma Investment Counselors Inc
NEW
Shares9,012
Change+9,012
Value$747.7K
Filed 2026-10-27
Slow Capital, Inc.
DECREASED
Shares9,008 from 9,271
Change-263 (-3%)
Value$747.4K (-$29.1K)
Filed 2026-10-23
Annex Advisory Services, LLC
DECREASED
Shares9,000 from 10,426
Change-1,426 (-14%)
Value$746.7K (-$126.4K)
Filed 2026-10-16
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares8,926 from 8,015
Change+911 (+11%)
Value$740.6K (+$69.3K)
Filed 2026-10-20
Lakewood Asset Management LLC
INCREASED
Shares8,911 from 8,905
Change+6 (+0%)
Value$739.4K (-$6.4K)
Filed 2026-10-26
Anson Capital, Inc.
DECREASED
Shares8,907 from 8,988
Change-81 (-1%)
Value$739.0K (-$13.7K)
Filed 2026-10-23
Berman McAleer LLC
UNCHANGED
Shares8,875 from 8,875
Change0 (0%)
Value$736.4K (-$6.9K)
Filed 2026-10-16
Hall Laurie J Trustee
UNCHANGED
Shares8,861 from 8,861
Change0 (0%)
Value$735.2K (-$6.9K)
Filed 2026-10-06
Equita Financial Network, Inc.
INCREASED
Shares8,814 from 8,794
Change+20 (+0%)
Value$731.3K (-$5.2K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares8,808 from 5,049
Change+3,759 (+74%)
Value$722.3K (+$308.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares8,808 from 5,049
Change+3,759 (+74%)
Value$722.3K (+$308.2K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
DECREASED
Shares8,743 from 9,772
Change-1,029 (-11%)
Value$725.4K (-$93.1K)
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
UNCHANGED
Shares8,667 from 8,667
Change0 (0%)
Value$719.1K (-$6.8K)
Filed 2026-10-26
Parker Financial LLC
UNCHANGED
Shares8,644 from 8,644
Change0 (0%)
Value$717.2K (-$6.7K)
Filed 2026-11-05
Kagan Cocozza Asset Management
DECREASED
Shares8,512 from 8,556
Change-44 (-1%)
Value$706.3K (-$10.3K)
Filed 2026-10-19
Argyle Capital Partners, LLC
INCREASED
Shares8,484 from 8,421
Change+63 (+1%)
Value$704.0K (-$1.3K)
Filed 2026-10-23
Charles Schwab Trust Co
INCREASED
Shares8,480 from 7,480
Change+1,000 (+13%)
Value$703.6K (+$77.1K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
DECREASED
Shares8,450 from 8,984
Change-534 (-6%)
Value$701.1K (-$51.3K)
Filed 2026-10-15
Martel Wealth Advisors LLC
INCREASED
Shares8,415 from 8,395
Change+20 (+0%)
Value$698.2K (-$4.9K)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED
Shares8,369 from 6,674
Change+1,695 (+25%)
Value$694.4K (+$135.4K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares8,367 from 10,396
Change-2,029 (-20%)
Value$694.2K (-$176.5K)
Filed 2026-11-03
Tannin Capital LLC
INCREASED
Shares8,366 from 6,064
Change+2,302 (+38%)
Value$694.1K (+$186.3K)
Filed 2026-11-05
Collective Family Office LLC
UNCHANGED
Shares8,335 from 8,335
Change0 (0%)
Value$691.6K (-$6.5K)
Filed 2026-10-05
Level Four Advisory Services, LLC
INCREASED
Shares8,317 from 7,790
Change+527 (+7%)
Value$690.1K (+$37.7K)
Filed 2026-11-06
Gleason Group, Inc.
INCREASED
Shares8,289 from 8,270
Change+19 (+0%)
Value$687.7K (-$4.9K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares8,264 from 8,227
Change+37 (+0%)
Value$685.7K (-$3.3K)
Filed 2026-10-08
Murphy Pohlad Asset Management LLC
INCREASED
Shares8,255 from 7,154
Change+1,101 (+15%)
Value$684.9K (+$85.8K)
Filed 2026-10-22
Lmcg Investments, LLC
UNCHANGED
Shares8,128 from 8,128
Change0 (0%)
Value$674.4K (-$6.3K)
Filed 2026-10-21
Bay Capital Advisors, LLC
DECREASED
Shares8,048 from 8,541
Change-493 (-6%)
Value$667.7K (-$47.6K)
Filed 2026-10-16
Ethic Inc.
INCREASED
Shares8,021 from 4,800
Change+3,221 (+67%)
Value$665.5K (+$263.5K)
Filed 2026-11-03
Grove Bank & Trust
UNCHANGED
Shares8,011 from 8,011
Change0 (0%)
Value$664.7K (-$6.2K)
Filed 2026-10-08
Alpha Omega Wealth Management LLC
DECREASED
Shares8,003 from 8,027
Change-24 (0%)
Value$664.0K (-$8.3K)
Filed 2026-10-23
EagleClaw Capital Managment, LLC
DECREASED
Shares8,000 from 8,700
Change-700 (-8%)
Value$663.8K (-$64.9K)
Filed 2026-11-06
YHB Investment Advisors, Inc.
DECREASED
Shares7,940 from 8,096
Change-156 (-2%)
Value$658.8K (-$19.3K)
Filed 2026-10-08
Ryan Investment Management, Inc.
INCREASED
Shares7,930 from 7,486
Change+444 (+6%)
Value$658.0K (+$31.0K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares7,916 from 8,052
Change-136 (-2%)
Value$656.8K (-$17.6K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
INCREASED
Shares7,909 from 4,831
Change+3,078 (+64%)
Value$656.2K (+$251.5K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED
Shares7,868 from 8,323
Change-455 (-5%)
Value$652.8K (-$44.2K)
Filed 2026-10-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,848 from 7,686
Change+162 (+2%)
Value$651.2K (+$7.4K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
DECREASED
Shares7,836 from 8,011
Change-175 (-2%)
Value$650.2K (-$20.7K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares7,813 from 7,812
Change+1 (+0%)
Value$648.2K (-$6.1K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,775 from 7,775
Change0 (0%)
Value$645.1K (-$6.1K)
Filed 2026-11-05
Quantify Chaos Advisors, LLC
INCREASED
Shares7,756 from 6,961
Change+795 (+11%)
Value$643.5K (+$60.5K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares7,744 from 7,942
Change-198 (-2%)
Value$642.5K (-$22.7K)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares7,685 from 9,212
Change-1,527 (-17%)
Value$637.7K (-$133.8K)
Filed 2026-10-22
Cascade Investment Group, Inc.
UNCHANGED
Shares7,651 from 7,651
Change0 (0%)
Value$634.8K (-$6.0K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares7,650 from 7,700
Change-50 (-1%)
Value$634.7K (-$10.2K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
INCREASED
Shares7,644 from 7,269
Change+375 (+5%)
Value$629.6K (+$20.8K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares7,617 from 7,961
Change-344 (-4%)
Value$632.0K (-$34.8K)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares7,566 from 7,571
Change-5 (0%)
Value$627.8K (-$6.3K)
Filed 2026-10-30
Diversified Management Inc
UNCHANGED
Shares7,548 from 7,548
Change0 (0%)
Value$626.3K (-$5.9K)
Filed 2026-10-08
Droms Strauss Advisors Inc
DECREASED
Shares7,536 from 7,672
Change-136 (-2%)
Value$625.2K (-$17.3K)
Filed 2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED
Shares7,535 from 7,534
Change+1 (+0%)
Value$625.1K (-$5.9K)
Filed 2026-11-02
Fairway Wealth LLC
INCREASED
Shares7,514 from 7,503
Change+11 (+0%)
Value$623.4K (-$5.0K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
DECREASED
Shares7,495 from 7,702
Change-207 (-3%)
Value$621.9K (-$23.2K)
Filed 2026-10-30
Sierra Summit Advisors LLC
DECREASED
Shares7,485 from 8,537
Change-1,052 (-12%)
Value$621.0K (-$93.9K)
Filed 2026-10-28
Grandview Asset Management LLC
INCREASED
Shares7,429 from 4,314
Change+3,115 (+72%)
Value$616.4K (+$255.1K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares7,408 from 7,174
Change+234 (+3%)
Value$614.6K (+$13.8K)
Filed 2026-10-13
Nicholas Wealth, Llc.
INCREASED
Shares7,367 from 6,170
Change+1,197 (+19%)
Value$611.2K (+$94.5K)
Filed 2026-10-26
Armbruster Capital Management, Inc.
DECREASED
Shares7,299 from 7,351
Change-52 (-1%)
Value$605.6K (-$10.0K)
Filed 2026-10-19
Single Point Partners, LLC
DECREASED
Shares7,285 from 7,349
Change-64 (-1%)
Value$604.4K (-$11.0K)
Filed 2026-10-19
Capstone Wealth Management Group, LLC
DECREASED
Shares7,260 from 7,431
Change-171 (-2%)
Value$518.2K (-$104.2K)
Filed 2026-11-05
Livet Wealth, LLC
DECREASED
Shares7,247 from 7,812
Change-565 (-7%)
Value$601.3K (-$52.9K)
Filed 2026-10-27
Independent Wealth Advisors LLC
INCREASED
Shares7,240 from 7,239
Change+1 (+0%)
Value$600.7K (-$5.5K)
Filed 2026-10-27
Detalus Advisors, LLC
INCREASED
Shares7,225 from 7,177
Change+48 (+1%)
Value$599.4K (-$1.6K)
Filed 2026-10-15
NIA Impact Advisors, LLC
UNCHANGED
Shares7,212 from 7,212
Change0 (0%)
Value$598.4K (-$5.6K)
Filed 2026-11-04
Northern Capital Management, Inc.
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$593.1K (-$5.6K)
Filed 2026-11-05
Silver Oak Advisory Group, Inc.
INCREASED
Shares7,072 from 7,064
Change+8 (+0%)
Value$586.7K (-$4.3K)
Filed 2026-11-06
CRA Financial Services, LLC
UNCHANGED
Shares6,973 from 6,973
Change0 (0%)
Value$578.6K (-$5.4K)
Filed 2026-10-16
Palatine Hill Wealth Management, LLC
DECREASED
Shares6,960 from 7,220
Change-260 (-4%)
Value$577.5K (-$27.2K)
Filed 2026-11-03
First Growth Capital LLC
UNCHANGED
Shares6,956 from 6,956
Change0 (0%)
Value$577.1K (-$5.4K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
INCREASED
Shares6,886 from 3,166
Change+3,720 (+118%)
Value$571.4K (+$313.1K)
Filed 2026-11-02
ZynergyRetirementPlanningLLC
UNCHANGED
Shares6,854 from 6,854
Change0 (0%)
Value$568.7K (-$5.3K)
Filed 2026-10-08
Magnus Financial Group LLC
NEW
Shares6,826
Change+6,826
Value$566.4K
Filed 2026-10-21
LifePlan Financial, LLC
INCREASED
Shares6,809 from 6,603
Change+206 (+3%)
Value$559.6K (+$6.6K)
Filed 2026-10-13
Orgel Wealth Management, LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$560.0K (-$5.3K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares6,730
Change+6,730
Value$558.4K
Filed 2026-10-26
Clarity Capital Advisors, LLC
INCREASED
Shares6,723 from 6,708
Change+15 (+0%)
Value$557.8K (-$4.0K)
Filed 2026-10-27
Portland Financial Advisors Inc
UNCHANGED
Shares6,693 from 6,693
Change0 (0%)
Value$555.3K (-$5.2K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares6,660 from 6,249
Change+411 (+7%)
Value$552.6K (+$29.3K)
Filed 2026-10-29
Park Edge Advisors, LLC
INCREASED
Shares6,636 from 4,100
Change+2,536 (+62%)
Value$550.6K (+$207.2K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
DECREASED
Shares6,622 from 6,922
Change-300 (-4%)
Value$549.4K (-$30.3K)
Filed 2026-10-28
Rockwood Wealth Management, LLC
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$547.8K (-$5.2K)
Filed 2026-10-27
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares6,584 from 6,584
Change0 (0%)
Value$546.3K (-$5.1K)
Filed 2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares6,563 from 6,563
Change0 (0%)
Value$544.5K (-$5.1K)
Filed 2026-10-23
Fusion Capital, LLC
DECREASED
Shares6,529 from 6,582
Change-53 (-1%)
Value$541.7K (-$9.5K)
Filed 2026-10-28
NorthLanding Financial Partners, LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$540.9K (-$5.1K)
Filed 2026-10-15
Pillar Financial Advisors, LLC
UNCHANGED
Shares6,516 from 6,516
Change0 (0%)
Value$540.6K (-$5.1K)
Filed 2026-10-21
4Wealth Advisors, Inc.
INCREASED
Shares6,500 from 5,357
Change+1,143 (+21%)
Value$543.1K (+$97.3K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
DECREASED
Shares6,468 from 6,747
Change-279 (-4%)
Value$536.6K (-$28.4K)
Filed 2026-10-15
Carolina Wealth Management Inc
UNCHANGED
Shares6,440 from 6,440
Change0 (0%)
Value$534.3K (-$5.0K)
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares6,398 from 6,386
Change+12 (+0%)
Value$530.9K (-$3.9K)
Filed 2026-11-05
Pathway Financial Advisors LLC
INCREASED
Shares6,391 from 5,782
Change+609 (+11%)
Value$530.3K (+$50.5K)
Filed 2026-10-07
Jacobi Capital Management LLC
DECREASED
Shares6,387 from 6,554
Change-167 (-3%)
Value$529.9K (-$18.9K)
Filed 2026-11-05
Liberty Capital Management, Inc.
UNCHANGED
Shares6,372 from 6,372
Change0 (0%)
Value$528.7K (-$5.0K)
Filed 2026-11-02
Grant Street Asset Management, Inc.
INCREASED
Shares6,264 from 5,637
Change+627 (+11%)
Value$519.7K (+$47.6K)
Filed 2026-10-26
Topel & Distasi Wealth Management, LLC
DECREASED
Shares6,239 from 6,245
Change-6 (0%)
Value$517.7K (-$5.4K)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares6,232 from 5,300
Change+932 (+18%)
Value$517.1K (+$73.2K)
Filed 2026-10-26
Mitchell Sinkler & Starr
UNCHANGED
Shares6,194 from 6,194
Change0 (0%)
Value$513.9K (-$4.8K)
Filed 2026-10-13
Glaxis Capital Management, LLC
UNCHANGED
Shares6,185 from 6,185
Change0 (0%)
Value$960.2K (+$5.9K)
Filed 2026-11-02
First Nebraska Trust Co
UNCHANGED
Shares6,139 from 6,139
Change0 (0%)
Value$509.4K (-$4.8K)
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares6,121 from 2,657
Change+3,464 (+130%)
Value$507.9K (+$285.4K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares6,113 from 6,150
Change-37 (-1%)
Value$507.2K (-$7.9K)
Filed 2026-10-20
Dutch Asset Corp
INCREASED
Shares6,062 from 4,660
Change+1,402 (+30%)
Value$503.0K (+$112.7K)
Filed 2026-10-20
Sentry LLC
DECREASED
Shares6,046 from 7,654
Change-1,608 (-21%)
Value$501.6K (-$139.4K)
Filed 2026-10-30
First National Trust Co
NEW
Shares6,040
Change+6,040
Value$501.1K
Filed 2026-10-28
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares5,999 from 6,074
Change-75 (-1%)
Value$497.8K (-$11.0K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares5,946 from 5,290
Change+656 (+12%)
Value$493.3K (+$50.3K)
Filed 2026-10-06
SVB Wealth LLC
INCREASED
Shares5,926 from 2,969
Change+2,957 (+100%)
Value$491.7K (+$243.0K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares5,923 from 5,276
Change+647 (+12%)
Value$491.4K (+$49.6K)
Filed 2026-10-15
Cherrydale Wealth Management, LLC
INCREASED
Shares5,922 from 5,908
Change+14 (+0%)
Value$491.3K (-$3.5K)
Filed 2026-10-20
Cahaba Wealth Management, Inc.
NEW
Shares5,850
Change+5,850
Value$485.3K
Filed 2026-10-26
First Merchants Corp
INCREASED
Shares5,822 from 5,164
Change+658 (+13%)
Value$483.1K (+$50.6K)
Filed 2026-10-15
Wiser Wealth Management, Inc
DECREASED
Shares5,772 from 6,559
Change-787 (-12%)
Value$478.9K (-$70.4K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares5,747 from 5,586
Change+161 (+3%)
Value$476.8K (+$9.0K)
Filed 2026-10-08
HBK Sorce Advisory LLC
DECREASED
Shares5,741 from 13,529
Change-7,788 (-58%)
Value$454.1K (-$690.1K)
Filed 2026-11-06
Tactive Advisors, LLC
DECREASED
Shares5,739 from 6,212
Change-473 (-8%)
Value$476.2K (-$44.1K)
Filed 2026-10-08
McLean Asset Management Corp
UNCHANGED
Shares5,730 from 5,730
Change0 (0%)
Value$453.2K (-$21.5K)
Filed 2026-11-06
Roman Butler Fullerton & Co
DECREASED
Shares5,699 from 5,700
Change-1 (0%)
Value$463.8K (-$3.6K)
Filed 2026-10-27
Stordahl Capital Management, Inc.
UNCHANGED
Shares5,682 from 5,682
Change0 (0%)
Value$471.4K (-$4.4K)
Filed 2026-10-22
GoalFusion Wealth Management, LLC
UNCHANGED
Shares5,625 from 5,625
Change0 (0%)
Value$466.7K (-$4.4K)
Filed 2026-10-06
Claro Advisors Inc.
DECREASED
Shares5,553 from 5,878
Change-325 (-6%)
Value$460.7K (-$31.5K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$460.5K (-$4.3K)
Filed 2026-11-06
55 North Private Wealth, LLC
INCREASED
Shares5,472 from 5,200
Change+272 (+5%)
Value$454.0K (+$18.5K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares5,395 from 5,720
Change-325 (-6%)
Value$447.6K (-$31.4K)
Filed 2026-11-04
Tenon Financial LLC
NEW
Shares5,391
Change+5,391
Value$447.3K
Filed 2026-10-14
Carmel Capital Partners, LLC
UNCHANGED
Shares5,334 from 5,334
Change0 (0%)
Value$442.6K (-$4.2K)
Filed 2026-11-03
Polaris Investment Advisors, LLC
UNCHANGED
Shares5,329 from 5,329
Change0 (0%)
Value$442.1K (-$4.2K)
Filed 2026-10-20
Northstar Asset Management Co
DECREASED
Shares5,323 from 5,798
Change-475 (-8%)
Value$437.2K (-$36.0K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$439.7K (-$4.1K)
Filed 2026-10-26
Manuka Financial, LLC
INCREASED
Shares5,291 from 5,287
Change+4 (+0%)
Value$439.0K (-$3.8K)
Filed 2026-10-16
Waller Financial Planning Group, Inc
DECREASED
Shares5,257 from 5,419
Change-162 (-3%)
Value$436.2K (-$17.7K)
Filed 2026-10-07
BKM Wealth Management, LLC
UNCHANGED
Shares5,247 from 5,247
Change0 (0%)
Value$435.3K (-$4.1K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,246 from 5,649
Change-403 (-7%)
Value$435.3K (-$37.8K)
Filed 2026-10-27
Lazari Capital Management, Inc.
DECREASED
Shares5,217 from 5,708
Change-491 (-9%)
Value$432.9K (-$45.2K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares5,144 from 5,139
Change+5 (+0%)
Value$426.8K (-$3.6K)
Filed 2026-11-05
Courage Miller Partners, LLC
DECREASED
Shares5,143 from 5,157
Change-14 (0%)
Value$426.7K (-$5.2K)
Filed 2026-10-21
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares5,138 from 5,138
Change0 (0%)
Value$426.3K (-$4.0K)
Filed 2026-11-05
Vantage Investment Partners, LLC
UNCHANGED
Shares5,120 from 5,120
Change0 (0%)
Value$424.8K (-$4.0K)
Filed 2026-10-27
Truefg, LLC
INCREASED
Shares5,110 from 4,736
Change+374 (+8%)
Value$424.0K (+$27.3K)
Filed 2026-10-15
Innova Wealth Partners
UNCHANGED
Shares5,067 from 5,067
Change0 (0%)
Value$420.4K (-$3.9K)
Filed 2026-10-21
Entrewealth, LLC
INCREASED
Shares5,033 from 4,980
Change+53 (+1%)
Value$417.6K (-$2.6K)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares5,022 from 5,795
Change-773 (-13%)
Value$416.7K (-$68.7K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$409.5K (-$9.3K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$413.4K (-$3.9K)
Filed 2026-11-04
Fonville Wealth Management LLC
UNCHANGED
Shares4,976 from 4,976
Change0 (0%)
Value$412.9K (-$3.9K)
Filed 2026-10-28
Peterson Wealth Advisors, LLC
UNCHANGED
Shares4,969 from 4,969
Change0 (0%)
Value$412.3K (-$3.9K)
Filed 2026-10-08
Mission Financial Group, LLC
DECREASED
Shares4,943 from 5,597
Change-654 (-12%)
Value$410.1K (-$58.6K)
Filed 2026-10-21
Symmetry Partners, LLC
INCREASED
Shares4,902 from 4,461
Change+441 (+10%)
Value$406.7K (+$33.1K)
Filed 2026-10-27
S.A. Mason LLC
INCREASED
Shares4,886 from 4,881
Change+5 (+0%)
Value$405.4K (-$3.4K)
Filed 2026-10-13
Vision Capital Management, Inc.
UNCHANGED
Shares4,862 from 4,862
Change0 (0%)
Value$403.4K (-$3.8K)
Filed 2026-10-20
Shayne & Jacobs, LLC
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$403.2K (-$3.8K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares4,793 from 4,798
Change-5 (0%)
Value$397.7K (-$4.2K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares4,761 from 6,604
Change-1,843 (-28%)
Value$395.0K (-$158.1K)
Filed 2026-11-05
Titleist Asset Management, LLC
UNCHANGED
Shares4,756 from 4,756
Change0 (0%)
Value$394.6K (-$3.7K)
Filed 2026-10-08
Stone Summit Wealth LLC
UNCHANGED
Shares4,755 from 4,755
Change0 (0%)
Value$394.5K (-$3.7K)
Filed 2026-10-14
Old Mission Investment Co LLC
UNCHANGED
Shares4,754 from 4,754
Change0 (0%)
Value$394.4K (-$3.7K)
Filed 2026-10-22
Successful Portfolios LLC
INCREASED
Shares4,753 from 4,752
Change+1 (+0%)
Value$398.6K (+$1.9K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares4,699 from 4,143
Change+556 (+13%)
Value$389.9K (+$43.0K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
NEW
Shares4,694
Change+4,694
Value$389.5K
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares4,686 from 4,686
Change0 (0%)
Value$388.8K (-$3.7K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares4,635 from 4,635
Change0 (0%)
Value$377.9K (-$10.2K)
Filed 2026-10-22
MFA Wealth Services
INCREASED
Shares4,628 from 4,626
Change+2 (+0%)
Value$384.0K (-$3.5K)
Filed 2026-10-14
Hedges Asset Management LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$381.7K (-$3.6K)
Filed 2026-10-29
Baxter Bros Inc
UNCHANGED
Shares4,585 from 4,585
Change0 (0%)
Value$380.4K (-$3.6K)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares4,583 from 4,713
Change-130 (-3%)
Value$380.3K (-$14.5K)
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares4,559 from 4,377
Change+182 (+4%)
Value$378.3K (+$11.7K)
Filed 2026-10-09
Visionary Horizons, LLC
DECREASED
Shares4,547 from 4,777
Change-230 (-5%)
Value$377.3K (-$22.8K)
Filed 2026-10-22
Centurion Wealth Management LLC
NEW
Shares4,542
Change+4,542
Value$376.9K
Filed 2026-10-13
BAR Harbor Wealth Management
NEW
Shares4,541
Change+4,541
Value$376.8K
Filed 2026-10-21
SFE Investment Counsel
DECREASED
Shares4,537 from 7,647
Change-3,110 (-41%)
Value$376.4K (-$264.0K)
Filed 2026-10-29
Planned Solutions, Inc.
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$372.7K (-$3.5K)
Filed 2026-10-19
Eagle Global Advisors LLC
INCREASED
Shares4,485 from 4,375
Change+110 (+3%)
Value$372.1K (+$5.7K)
Filed 2026-11-02
Forum Financial Management, LP
INCREASED
Shares4,469 from 3,922
Change+547 (+14%)
Value$370.8K (+$42.3K)
Filed 2026-10-16
Golden State Wealth Management, LLC
DECREASED
Shares4,442 from 4,614
Change-172 (-4%)
Value$368.6K (-$17.9K)
Filed 2026-11-02
Equitable Trust Co
UNCHANGED
Shares4,418 from 4,418
Change0 (0%)
Value$366.6K (-$3.4K)
Filed 2026-10-13
Guidance Capital, Inc
UNCHANGED
Shares4,392 from 4,392
Change0 (0%)
Value$355.1K (-$6.0K)
Filed 2026-11-03
Robinswood Financial LLC
DECREASED
Shares4,389 from 7,814
Change-3,425 (-44%)
Value$357.1K (-$297.4K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares4,385 from 4,385
Change0 (0%)
Value$363.8K (-$3.4K)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares4,383 from 4,483
Change-100 (-2%)
Value$363.7K (-$11.8K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
UNCHANGED
Shares4,365 from 4,365
Change0 (0%)
Value$358.7K (-$6.9K)
Filed 2026-10-27
Balance Wealth Partners LLC
DECREASED
Shares4,355 from 4,636
Change-281 (-6%)
Value$361.3K (-$26.9K)
Filed 2026-10-27
CX Institutional
INCREASED
Shares4,348 from 3,538
Change+810 (+23%)
Value$361 (+$65)
Filed 2026-10-02
Oarsman Capital, Inc.
DECREASED
Shares4,348 from 4,391
Change-43 (-1%)
Value$360.8K (-$7.0K)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares4,324 from 3,626
Change+698 (+19%)
Value$358.8K (+$55.1K)
Filed 2026-10-28
Stephenson & Company, Inc.
INCREASED
Shares4,320 from 4,314
Change+6 (+0%)
Value$358.4K (-$2.9K)
Filed 2026-10-30
Pavion Blue Capital, LLC
UNCHANGED
Shares4,306 from 4,306
Change0 (0%)
Value$357.3K (-$3.4K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$354.3K (-$3.3K)
Filed 2026-10-26
Fulton Bank, N.A.
INCREASED
Shares4,241 from 4,039
Change+202 (+5%)
Value$351.9K (+$13.6K)
Filed 2026-10-14
Radnor Capital Management, LLC
INCREASED
Shares4,239 from 4,181
Change+58 (+1%)
Value$351.7K (+$1.6K)
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares4,222 from 4,528
Change-306 (-7%)
Value$350.3K (-$28.9K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
UNCHANGED
Shares4,197 from 4,197
Change0 (0%)
Value$348.2K (-$3.3K)
Filed 2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$347.6K (-$3.3K)
Filed 2026-10-29
BCS Wealth Management
UNCHANGED
Shares4,160 from 4,160
Change0 (0%)
Value$345.2K (-$3.2K)
Filed 2026-11-03
LWM Advisors Inc
INCREASED
Shares4,130 from 3,950
Change+180 (+5%)
Value$342.7K (+$11.9K)
Filed 2026-10-08
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,121 from 4,221
Change-100 (-2%)
Value$341.9K (-$11.6K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,116 from 4,302
Change-186 (-4%)
Value$341.5K (-$18.8K)
Filed 2026-10-05
American Financial & TAX Strategies Inc
DECREASED
Shares4,099 from 4,119
Change-20 (0%)
Value$340.1K (-$4.9K)
Filed 2026-10-16
Adirondack Capital Advisors, LLC
INCREASED
Shares4,063 from 4,053
Change+10 (+0%)
Value$337.1K (-$2.4K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,062 from 3,201
Change+861 (+27%)
Value$337.0K (+$68.9K)
Filed 2026-10-29
Vista Capital Partners, Inc.
INCREASED
Shares4,056 from 4,055
Change+1 (+0%)
Value$336.5K (-$3.0K)
Filed 2026-11-06
Rodgers & Associates, LTD
UNCHANGED
Shares4,045 from 4,045
Change0 (0%)
Value$335.6K (-$3.2K)
Filed 2026-10-20
Promethium Advisors,llc
UNCHANGED
Shares4,021 from 4,021
Change0 (0%)
Value$333.6K (-$3.1K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares4,012 from 4,012
Change0 (0%)
Value$336.0K ($0)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares4,009 from 3,812
Change+197 (+5%)
Value$332.6K (+$13.4K)
Filed 2026-10-09
Montag A & Associates Inc
INCREASED
Shares4,000 from 3,950
Change+50 (+1%)
Value$331.9K (+$1.1K)
Filed 2026-10-29
Barlow Wealth Partners, LLC
UNCHANGED
Shares3,971 from 3,971
Change0 (0%)
Value$332.8K (+$4.5K)
Filed 2026-10-15
First Bank & Trust
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$327.7K (-$3.1K)
Filed 2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED
Shares3,946 from 3,946
Change0 (0%)
Value$327.4K (-$3.1K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
NEW
Shares3,944
Change+3,944
Value$327.2K
Filed 2026-10-16
Rockline Wealth Management, LLC
INCREASED
Shares3,936 from 3,248
Change+688 (+21%)
Value$326.6K (+$54.6K)
Filed 2026-10-26
Northern Lights Advisors, Inc.
INCREASED
Shares3,921 from 2,755
Change+1,166 (+42%)
Value$325.4K (+$94.6K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
INCREASED
Shares3,917 from 3,908
Change+9 (+0%)
Value$325.0K (-$2.3K)
Filed 2026-11-05
Sterling Group Wealth Management, LLC
DECREASED
Shares3,904 from 3,961
Change-57 (-1%)
Value$323.9K (-$7.8K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares3,897 from 3,888
Change+9 (+0%)
Value$323.3K (-$2.3K)
Filed 2026-11-06
Granite Islands Private Wealth, LLC
NEW
Shares3,888
Change+3,888
Value$322.6K
Filed 2026-10-16
Arlington Financial Advisors, LLC
DECREASED
Shares3,878 from 3,888
Change-10 (0%)
Value$321.8K (-$3.9K)
Filed 2026-10-19
Elser Financial Planning, Inc
DECREASED
Shares3,864 from 4,096
Change-232 (-6%)
Value$320.6K (-$22.4K)
Filed 2026-10-16
Lpwm LLC
INCREASED
Shares3,841 from 3,834
Change+7 (+0%)
Value$318.7K (-$2.4K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,810 from 2,517
Change+1,293 (+51%)
Value$316 (-$139.8K)
Filed 2026-11-04
Tctc Holdings, LLC
INCREASED
Shares3,806 from 3,506
Change+300 (+9%)
Value$315.8K (+$22.2K)
Filed 2026-11-02
Sageworth Trust Co of South Dakota
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$315.4K (-$3.0K)
Filed 2026-10-30
Courier Capital LLC
INCREASED
Shares3,799 from 3,797
Change+2 (+0%)
Value$315.2K (-$2.8K)
Filed 2026-10-19
SpringVest Wealth Management LLC
UNCHANGED
Shares3,792 from 3,792
Change0 (0%)
Value$314.6K (-$3.0K)
Filed 2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares3,773 from 3,773
Change0 (0%)
Value$313.0K (-$2.9K)
Filed 2026-10-06
Atala Financial Inc
INCREASED
Shares3,754 from 2,854
Change+900 (+32%)
Value$311.5K (+$72.4K)
Filed 2026-10-22
Capital Wealth Alliance, LLC
DECREASED
Shares3,742 from 5,612
Change-1,870 (-33%)
Value$310.5K (-$159.5K)
Filed 2026-10-20
Certified Advisory Corp
INCREASED
Shares3,694 from 3,692
Change+2 (+0%)
Value$306.5K (-$2.7K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$306.4K (-$2.9K)
Filed 2026-10-27
Kathmere Capital Management, LLC
DECREASED
Shares3,680 from 4,061
Change-381 (-9%)
Value$305.4K (-$34.7K)
Filed 2026-10-20
Catalyst Investment Management LLC
UNCHANGED
Shares3,674 from 3,674
Change0 (0%)
Value$304.8K (-$2.9K)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares3,668 from 3,499
Change+169 (+5%)
Value$304.3K (+$11.2K)
Filed 2026-10-08
CWA Asset Management Group, LLC
NEW
Shares3,665
Change+3,665
Value$304.1K
Filed 2026-10-19
Able Financial Group, LLC
NEW
Shares3,660
Change+3,660
Value$303.7K
Filed 2026-10-14
Towneley Capital Management, Inc / de
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$302.4K (-$2.8K)
Filed 2026-10-09
SBI Securities Co., Ltd.
DECREASED
Shares3,639 from 3,721
Change-82 (-2%)
Value$301.9K (-$9.7K)
Filed 2026-10-22
Tlwm
DECREASED
Shares3,614 from 3,724
Change-110 (-3%)
Value$299.9K (-$12.0K)
Filed 2026-10-09
August Group Capital Ltd
NEW
Shares3,585
Change+3,585
Value$297.4K
Filed 2026-10-14
Essex Bank
NEW
Shares3,564
Change+3,564
Value$295.7K
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED
Shares3,561 from 3,553
Change+8 (+0%)
Value$295.5K (-$2.2K)
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares3,549 from 4,436
Change-887 (-20%)
Value$294.5K (-$77.0K)
Filed 2026-10-08
Clearstead Trust, LLC
INCREASED
Shares3,545 from 26
Change+3,519 (+13535%)
Value$294.1K (+$292.0K)
Filed 2026-11-06
HF Advisory Group, LLC
INCREASED
Shares3,543 from 3,541
Change+2 (+0%)
Value$294.0K (-$2.6K)
Filed 2026-10-09
Financial Planning Hawaii, Inc.
UNCHANGED
Shares3,533 from 3,533
Change0 (0%)
Value$293.1K (-$2.8K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED
Shares3,509 from 3,585
Change-76 (-2%)
Value$291.1K (-$9.1K)
Filed 2026-10-13
Thrive Capital Management, LLC
INCREASED
Shares3,487 from 3,480
Change+7 (+0%)
Value$289.3K (-$2.1K)
Filed 2026-10-28
Naples Global Advisors, LLC
UNCHANGED
Shares3,485 from 3,485
Change0 (0%)
Value$289.2K (-$2.7K)
Filed 2026-11-05
Altiora Financial Group, LLC
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$282.9K (-$2.7K)
Filed 2026-11-04
First Security Investment Management, Inc.
INCREASED
Shares3,388 from 3,380
Change+8 (+0%)
Value$281.1K (-$2.0K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares3,352 from 3,351
Change+1 (+0%)
Value$278.1K (-$2.6K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
DECREASED
Shares3,338 from 3,352
Change-14 (0%)
Value$277.0K (-$3.8K)
Filed 2026-11-03
Optivise Advisory Services LLC
DECREASED
Shares3,330 from 3,371
Change-41 (-1%)
Value$276.3K (-$6.1K)
Filed 2026-10-19
Trek Financial, LLC
UNCHANGED
Shares3,313 from 3,313
Change0 (0%)
Value$274.9K (-$2.6K)
Filed 2026-10-29
Pacific Sage Partners, LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$273.0K (-$2.6K)
Filed 2026-10-21
Tufton Capital Management
UNCHANGED
Shares3,270 from 3,270
Change0 (0%)
Value$271 (-$272.7K)
Filed 2026-10-20
Providence First Trust Co
DECREASED
Shares3,262 from 3,317
Change-55 (-2%)
Value$270.6K (-$7.2K)
Filed 2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW
Shares3,250
Change+3,250
Value$269.7K
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares3,241 from 3,241
Change0 (0%)
Value$270.5K (-$973)
Filed 2026-10-07
Traphagen Investment Advisors LLC
DECREASED
Shares3,240 from 3,678
Change-438 (-12%)
Value$268.8K (-$39.2K)
Filed 2026-10-14
Ariadne Wealth Management, LP
INCREASED
Shares3,215 from 3,210
Change+5 (+0%)
Value$266.7K (-$2.2K)
Filed 2026-11-06
NovaPoint Capital, LLC
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$265.9K (-$2.5K)
Filed 2026-10-22
Cypress Capital Group
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$265.5K (-$2.5K)
Filed 2026-11-03
Gryphon Financial Partners LLC
UNCHANGED
Shares3,192 from 3,192
Change0 (0%)
Value$264.8K (-$2.5K)
Filed 2026-11-04
SBK Financial, Inc.
UNCHANGED
Shares3,191 from 3,191
Change0 (0%)
Value$264.8K (-$2.5K)
Filed 2026-11-02
Quarry Hill Advisors, LLC
UNCHANGED
Shares3,190 from 3,190
Change0 (0%)
Value$264.7K (-$2.5K)
Filed 2026-11-04
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares3,169 from 3,229
Change-60 (-2%)
Value$263.0K (-$7.4K)
Filed 2026-10-07
Legacy Private Trust Co.
UNCHANGED
Shares3,168 from 3,168
Change0 (0%)
Value$262.8K (-$2.5K)
Filed 2026-10-06
Copeland Capital Management, LLC
NEW
Shares3,159
Change+3,159
Value$262.1K
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares3,152 from 1,969
Change+1,183 (+60%)
Value$261.5K (+$96.7K)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$258.7K (-$2.4K)
Filed 2026-10-05
Legacy Advisors, LLC
UNCHANGED
Shares3,116 from 3,116
Change0 (0%)
Value$258.5K (-$2.4K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,112 from 3,112
Change0 (0%)
Value$258.2K (-$2.4K)
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$257.6K (-$2.4K)
Filed 2026-10-16
apricus wealth, LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$256.8K (-$2.4K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares3,089 from 3,089
Change0 (0%)
Value$256.3K (-$2.4K)
Filed 2026-10-26
LongView Wealth Management
DECREASED
Shares3,066 from 3,114
Change-48 (-2%)
Value$254.4K (-$6.4K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
DECREASED
Shares3,058 from 3,093
Change-35 (-1%)
Value$253.7K (-$5.3K)
Filed 2026-10-14
Cooper S Advisors, LLC
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$253.6K (-$2.4K)
Filed 2026-11-03
Park National Corp
INCREASED
Shares3,055 from 869
Change+2,186 (+252%)
Value$253.5K (+$180.7K)
Filed 2026-10-05
Meridian Financial Partners LLC
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$250.2K (-$3.4K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$253.1K (-$2.4K)
Filed 2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares3,041 from 2,694
Change+347 (+13%)
Value$252.3K (+$26.7K)
Filed 2026-10-29
SilverOak Wealth Management LLC
DECREASED
Shares3,026 from 3,073
Change-47 (-2%)
Value$251.1K (-$6.3K)
Filed 2026-10-29
Forbes J M & Co LLP
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$251.0K (-$2.4K)
Filed 2026-10-16
Paragon Advisors, LLC
INCREASED
Shares3,019 from 2,882
Change+137 (+5%)
Value$250.5K (+$9.1K)
Filed 2026-11-03
Family Investment Center, Inc.
INCREASED
Shares3,011 from 3,005
Change+6 (+0%)
Value$249.8K (-$1.8K)
Filed 2026-10-19
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares3,008 from 3,008
Change0 (0%)
Value$249.6K (-$2.3K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$248.9K (-$2.3K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares2,991 from 2,983
Change+8 (+0%)
Value$248.2K (-$1.6K)
Filed 2026-10-29
Abound Wealth Management
INCREASED
Shares2,979 from 1,284
Change+1,695 (+132%)
Value$247.2K (+$139.6K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
NEW
Shares2,952
Change+2,952
Value$244.9K
Filed 2026-10-22
Brickley Wealth Management
INCREASED
Shares2,949 from 2,647
Change+302 (+11%)
Value$244.7K (+$23.0K)
Filed 2026-11-04
eCIO, Inc.
INCREASED
Shares2,896 from 2,889
Change+7 (+0%)
Value$242.7K (+$731)
Filed 2026-11-02
Intelligent Financial Strategies
INCREASED
Shares2,894 from 2,806
Change+88 (+3%)
Value$240.1K (+$5.1K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares2,883 from 2,883
Change0 (0%)
Value$239.2K (-$2.2K)
Filed 2026-11-02
Mystic Asset Management, Inc.
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$238.3K (-$2.2K)
Filed 2026-10-15
Maia Wealth LLC
INCREASED
Shares2,871 from 2,428
Change+443 (+18%)
Value$238.2K (+$34.9K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
DECREASED
Shares2,868 from 5,647
Change-2,779 (-49%)
Value$232.1K (-$240.9K)
Filed 2026-10-30
Stevens Capital Partners
NEW
Shares2,862
Change+2,862
Value$237.4K
Filed 2026-10-29
Ardent Capital Management, Inc.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$236.5K (-$2.2K)
Filed 2026-10-16
Altus Wealth Group LLC
DECREASED
Shares2,849 from 2,969
Change-120 (-4%)
Value$236.4K (-$12.3K)
Filed 2026-10-20
BostonPremier Wealth LLC
INCREASED
Shares2,845 from 2,840
Change+5 (+0%)
Value$236.0K (-$1.8K)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$234.3K (-$2.2K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED
Shares2,807 from 2,807
Change0 (0%)
Value$232.9K (-$2.2K)
Filed 2026-11-06
Breachway Investments LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$232.3K (-$2.2K)
Filed 2026-10-19
Interchange Capital Partners, LLC
DECREASED
Shares2,796 from 3,500
Change-704 (-20%)
Value$232.0K (-$61.1K)
Filed 2026-10-28
Capital Management Associates, Inc
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$231.9K (-$2.2K)
Filed 2026-10-20
SteelPeak Wealth, LLC
NEW
Shares2,780
Change+2,780
Value$230.7K
Filed 2026-10-16
Optima Capital LLC
INCREASED
Shares2,778 from 2,773
Change+5 (+0%)
Value$230.5K (-$1.7K)
Filed 2026-10-29
Maseco LLP
DECREASED
Shares2,776 from 2,833
Change-57 (-2%)
Value$230.3K (-$6.9K)
Filed 2026-10-27
D.B. Root & Company, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$230.2K (-$2.2K)
Filed 2026-11-04
Davidson Trust Co
INCREASED
Shares2,770 from 2,766
Change+4 (+0%)
Value$229.8K (-$1.9K)
Filed 2026-10-09
Attessa Capital LLC
INCREASED
Shares2,744 from 2,738
Change+6 (+0%)
Value$227.7K (-$1.6K)
Filed 2026-10-09
Omega Financial Group, LLC
DECREASED
Shares2,733 from 2,892
Change-159 (-5%)
Value$226.8K (-$15.5K)
Filed 2026-10-29
DeLarme Wealth Management, Inc.
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$225.3K (-$2.1K)
Filed 2026-10-30
United Asset Strategies, Inc.
NEW
Shares2,711
Change+2,711
Value$224.9K
Filed 2026-10-28
Chapman Financial Group, LLC
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$224.9K (-$2.1K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares2,702 from 3,015
Change-313 (-10%)
Value$224.2K (-$29.2K)
Filed 2026-10-30
DSG Capital Advisors, LLC
DECREASED
Shares2,700 from 2,771
Change-71 (-3%)
Value$224.0K (-$5.6K)
Filed 2026-11-05
Compass Financial Group, Inc
DECREASED
Shares2,694 from 5,856
Change-3,162 (-54%)
Value$223.5K (-$266.9K)
Filed 2026-10-13
WP Advisors, LLC
INCREASED
Shares2,656 from 2,651
Change+5 (+0%)
Value$220.4K (-$1.6K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares2,626 from 2,639
Change-13 (0%)
Value$217.9K (-$3.1K)
Filed 2026-10-14
Parrish Capital LLC
UNCHANGED
Shares2,621 from 2,621
Change0 (0%)
Value$217.5K (-$2.0K)
Filed 2026-10-01
MBE Wealth Management, LLC
INCREASED
Shares2,617 from 2,615
Change+2 (+0%)
Value$217.1K (-$1.9K)
Filed 2026-10-26
Maple Capital Management, Inc.
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$217.1K (-$2.0K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares2,606 from 3,082
Change-476 (-15%)
Value$216.2K (-$41.9K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares2,606 from 3,082
Change-476 (-15%)
Value$216.2K (-$41.9K)
Filed 2026-10-29
Ellsworth Advisors, LLC
NEW
Shares2,604
Change+2,604
Value$216.1K
Filed 2026-10-15
CMH Wealth Management LLC
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$214.8K (-$2.0K)
Filed 2026-10-22
Green Ridge Wealth Planning LLC
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$214.4K (-$2.0K)
Filed 2026-10-08
Cassilly Financial Group LLC
UNCHANGED
Shares2,582 from 2,582
Change0 (0%)
Value$214.2K (-$2.0K)
Filed 2026-10-07
True North Advisors, LLC
NEW
Shares2,576
Change+2,576
Value$213.7K
Filed 2026-10-22
Thrive Wealth Management, LLC
INCREASED
Shares2,570 from 2,565
Change+5 (+0%)
Value$213.3K (-$1.6K)
Filed 2026-10-13
American State Bank (Iowa)
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$212.8K (-$2.0K)
Filed 2026-11-03
Wealthstar Advisors, LLC
DECREASED
Shares2,564 from 2,813
Change-249 (-9%)
Value$212.8K (-$22.8K)
Filed 2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares2,561 from 4,014
Change-1,453 (-36%)
Value$212.5K (-$123.7K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$211.3K (-$2.0K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares2,523 from 2,520
Change+3 (+0%)
Value$209.3K (-$1.7K)
Filed 2026-11-06
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$209.1K (-$2.0K)
Filed 2026-11-06
Tanager Wealth Management LLP
NEW
Shares2,517
Change+2,517
Value$208.8K
Filed 2026-10-19
RF&L Wealth Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$207.4K (-$2.0K)
Filed 2026-10-20
Cassia Capital Partners, LLC
DECREASED
Shares2,497 from 15,395
Change-12,898 (-84%)
Value$207.2K (-$1.1M)
Filed 2026-11-04
Ballast Rock Private Wealth LLC
INCREASED
Shares2,457 from 2,452
Change+5 (+0%)
Value$203.9K (-$1.4K)
Filed 2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED
Shares2,450 from 2,680
Change-230 (-9%)
Value$203.3K (-$21.2K)
Filed 2026-11-03
BetterWealth, LLC
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$201.3K (-$1.9K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,413 from 2,412
Change+1 (+0%)
Value$200.2K (-$1.9K)
Filed 2026-11-03
USA Financial Formulas
NEW
Shares2,409
Change+2,409
Value$199.9K
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares2,360 from 4,374
Change-2,014 (-46%)
Value$195.8K (-$170.5K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares2,053 from 2,048
Change+5 (+0%)
Value$170.3K (-$1.2K)
Filed 2026-10-07
MV Capital Management, Inc.
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$161.6K (-$1.5K)
Filed 2026-10-29
Center for Financial Planning, Inc.
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$158.4K (-$1.5K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares1,906 from 1,905
Change+1 (+0%)
Value$158.2K (-$1.4K)
Filed 2026-10-02
Pacifica Partners Inc.
DECREASED
Shares1,768 from 2,143
Change-375 (-17%)
Value$145.8K (-$32.0K)
Filed 2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$144.6K (-$1.4K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares1,679 from 1,791
Change-112 (-6%)
Value$139.3K (-$10.7K)
Filed 2026-11-05
Legacy Bridge, LLC
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$128.8K (-$1.2K)
Filed 2026-10-28
Zeit Capital LLC
INCREASED
Shares1,521 from 1,480
Change+41 (+3%)
Value$126.2K (+$2.2K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,491 from 1,516
Change-25 (-2%)
Value$123.7K (-$3.3K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$123.7K (-$1.1K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
INCREASED
Shares1,483 from 1,473
Change+10 (+1%)
Value$123.1K (-$285)
Filed 2026-10-15
North Point Portfolio Managers Corp
NEW
Shares1,435
Change+1,435
Value$119.1K
Filed 2026-10-07
Beacon Financial Strategies Corp
INCREASED
Shares1,423 from 1,422
Change+1 (+0%)
Value$118.1K (-$1.0K)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares1,405 from 1,402
Change+3 (+0%)
Value$116.6K (-$826)
Filed 2026-10-14
Financial Freedom, LLC
NEW
Shares1,280
Change+1,280
Value$106.2K
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$104.5K (-$982)
Filed 2026-10-16
Frisco Financial Planning LLC
DECREASED
Shares1,255 from 1,425
Change-170 (-12%)
Value$104.1K (-$15.2K)
Filed 2026-10-05
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$103.5K (-$975)
Filed 2026-11-02
TFC Financial Management, Inc.
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$103.4K (-$972)
Filed 2026-10-26
Bear Mountain Capital, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$101.1K (-$1.6K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares1,229 from 1,227
Change+2 (+0%)
Value$102.0K (-$737)
Filed 2026-11-05
Bell Investment Advisors, Inc
NEW
Shares1,190
Change+1,190
Value$98.7K
Filed 2026-10-29
Point Nemo Capital, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$95.1K (-$894)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$91.7K (-$862)
Filed 2026-11-03
Friedenthal Financial
NEW
Shares1,073
Change+1,073
Value$89.0K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares1,057
Change+1,057
Value$87.7K
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$86.7K (-$815)
Filed 2026-10-06
Planning Strategies Inc.
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$86.6K (-$814)
Filed 2026-10-02
Community Bank, N.A.
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$85.8K (-$807)
Filed 2026-11-06
Horizons Wealth Management
NEW
Shares1,014
Change+1,014
Value$84.1K
Filed 2026-10-05
Mycio Wealth Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$83.0K (-$780)
Filed 2026-11-04
Trust Co of Toledo NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$83.0K (-$780)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$79.2K (-$745)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$78.7K (-$740)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares947
Change+947
Value$78.6K
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$78.6K (-$738)
Filed 2026-10-15
Monetary Solutions, Ltd
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$74.9K (-$704)
Filed 2026-10-22
Trust Co
INCREASED
Shares880 from 371
Change+509 (+137%)
Value$73.0K (+$41.9K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
DECREASED
Shares878 from 951
Change-73 (-8%)
Value$72.8K (-$6.8K)
Filed 2026-10-05
United Community Bank
INCREASED
Shares873 from 221
Change+652 (+295%)
Value$72.4K (+$53.9K)
Filed 2026-10-28
Kings Path Partners LLC
INCREASED
Shares855 from 381
Change+474 (+124%)
Value$71.0K (+$39.1K)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$69.6K (-$654)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$69.4K (-$653)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$67.5K (-$635)
Filed 2026-10-19
Private Wealth Management Group, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$66.8K (-$628)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$66.3K (+$200)
Filed 2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$63.2K (-$595)
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$62.1K (-$583)
Filed 2026-10-19
Toth Financial Advisory Corp
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$61.7K (-$580)
Filed 2026-10-08
Cdkv Holdings LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$61.6K (-$580)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares740 from 435
Change+305 (+70%)
Value$61.4K (+$25.0K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$61.1K (-$575)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$57.1K (-$166)
Filed 2026-10-09
Addison Advisors LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$55.7K (-$524)
Filed 2026-11-06
Harbor Asset Planning, Inc.
INCREASED
Shares645 from 644
Change+1 (+0%)
Value$53.5K (-$378)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$53.4K (-$418)
Filed 2026-10-08
PFS Partners, LLC
INCREASED
Shares618 from 617
Change+1 (+0%)
Value$51.3K (-$363)
Filed 2026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$50.4K (-$473)
Filed 2026-11-06
Downshift Financial, LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$50.1K (-$471)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$49.2K (-$462)
Filed 2026-10-30
Kentucky Trust Co
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$46.0K (-$433)
Filed 2026-10-15
Mondrian Investment Partners LTD
DECREASED
Shares525 from 4,664
Change-4,139 (-89%)
Value$42.7K (-$347.9K)
Filed 2026-10-23
Pioneer Family Office, LLC
INCREASED
Shares511 from 442
Change+69 (+16%)
Value$42.4K (+$5.4K)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$41.5K (-$390)
Filed 2026-11-04
Centerpoint Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$41 (-$42.0K)
Filed 2026-11-05
Nvwm, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$39.9K (-$375)
Filed 2026-10-14
Tsfg, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$40 (-$40.0K)
Filed 2026-10-23
Barclays PLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$38.7K (-$364)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$37.9K (-$357)
Filed 2026-11-02
GGM Financial LLC
INCREASED
Shares442 from 409
Change+33 (+8%)
Value$36.7K (+$2.4K)
Filed 2026-11-05
Kimelman & Baird, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$35.8K (-$336)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$34.8K (-$327)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares397
Change+397
Value$33.0K
Filed 2026-10-27
Princeton Global Asset Management LLC
DECREASED
Shares325 from 725
Change-400 (-55%)
Value$27.0K (-$33.8K)
Filed 2026-10-21
Phillip James Consulting Co.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$27.0K (-$254)
Filed 2026-11-03
Summer Road LLC
INCREASED
Shares322 from 321
Change+1 (+0%)
Value$26.7K (-$189)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$24.9K (-$234)
Filed 2026-10-19
Atwood & Palmer Inc
NEW
Shares288
Change+288
Value$23.9K
Filed 2026-10-08
Acumen Wealth Advisors, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$23.9K (-$224)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$23.2K (-$218)
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares274 from 44
Change+230 (+523%)
Value$22.7K (+$19.0K)
Filed 2026-10-23
Nemes Rush Group LLC
INCREASED
Shares272 from 271
Change+1 (+0%)
Value$22.6K (-$160)
Filed 2026-11-04
Legacies Wealth LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$22.2K (-$209)
Filed 2026-11-02
Hanson & Doremus Investment Management
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$21 (-$21.0K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$19.2K (-$181)
Filed 2026-11-03
Key Capital Management, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$18.9K (-$178)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$17.9K (-$168)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares200
Change+200
Value$16.6K
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.6K (-$156)
Filed 2026-10-21
KFG LLC
NEW
Shares192
Change+192
Value$15.9K
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$14.5K (-$137)
Filed 2026-10-20
Holos Integrated Wealth LLC
INCREASED
Shares169 from 101
Change+68 (+67%)
Value$13.8K (+$5.4K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares168 from 92
Change+76 (+83%)
Value$13.9K (+$6.2K)
Filed 2026-10-29
GoalVest Advisory LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$13.8K (-$129)
Filed 2026-10-02
NBH Bank
NEW
Shares142
Change+142
Value$11.8K
Filed 2026-11-05
Hartford Financial Management Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$11.4K (-$107)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares132 from 138
Change-6 (-4%)
Value$11.0K (-$574)
Filed 2026-10-26
Nfsg Corp
NEW
Shares130
Change+130
Value$10.8K
Filed 2026-10-15
First Community Trust NA
NEW
Shares124
Change+124
Value$10.3K
Filed 2026-10-07
Peoples Financial Services Corp.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.0K (-$94)
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$8.7K (-$64)
Filed 2026-11-04
Creative Capital Management Investments LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$7.7K (-$73)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares86
Change+86
Value$7.1K
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW
Shares80
Change+80
Value$6.6K
Filed 2026-10-07
Heritage Family Offices, LLP
NEW
Shares78
Change+78
Value$6.5K
Filed 2026-11-02
3 Factor Indexing, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.3K (-$59)
Filed 2026-10-15
SJS Investment Consulting Inc.
DECREASED
Shares68 from 97
Change-29 (-30%)
Value$5.6K (-$2.5K)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.5K (-$52)
Filed 2026-10-30
IAG Wealth Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.1K (-$48)
Filed 2026-11-06
Valued Wealth Advisors LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.1K (-$39)
Filed 2026-11-05
Steph & Co
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.7K (-$34)
Filed 2026-10-07
Gen-Wealth Partners Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.2K (-$30)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares35
Change+35
Value$2.9K
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.5K (-$98)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.6K (-$24)
Filed 2026-10-28
DecisionPoint Financial, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.5K (-$7)
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.5K (-$24)
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares25 from 18
Change+7 (+39%)
Value$2.1K (+$571)
Filed 2026-10-20
POM Investment Strategies, LLC
NEW
Shares18
Change+18
Value$1.5K
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares17 from 2,392
Change-2,375 (-99%)
Value$1.4K (-$199.0K)
Filed 2026-10-09
Essential Investment Partners LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$12)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares10
Change+10
Value$830
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares10
Change+10
Value$830
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$830 (-$8)
Filed 2026-10-15
Rakuten Securities, Inc.
INCREASED
Shares8 from 2
Change+6 (+300%)
Value$664 (+$496)
Filed 2026-11-02
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 154,686
Change-154,686 (-100%)
Value$0 (-$13.0M)
Filed 2026-10-20
Avestar Capital, LLC
CLOSED
Shares0 from 21,212
Change-21,212 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 14,211
Change-14,211 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Eagle Harbor Asset Management Inc
CLOSED
Shares0 from 10,888
Change-10,888 (-100%)
Value$0 (-$775.8K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 10,510
Change-10,510 (-100%)
Value$0 (-$880.2K)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 10,469
Change-10,469 (-100%)
Value$0 (-$876.9K)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 9,696
Change-9,696 (-100%)
Value$0 (-$812.0K)
Filed 2026-11-05
TBH Global Asset Management, LLC
CLOSED
Shares0 from 5,190
Change-5,190 (-100%)
Value$0 (-$434.6K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 4,451
Change-4,451 (-100%)
Value$0 (-$372.8K)
Filed 2026-10-16
DMC Group, LLC
CLOSED
Shares0 from 3,942
Change-3,942 (-100%)
Value$0 (-$330.1K)
Filed 2026-10-26
RDA Financial Network
CLOSED
Shares0 from 3,786
Change-3,786 (-100%)
Value$0 (-$317.1K)
Filed 2026-10-15
Balefire, LLC
CLOSED
Shares0 from 2,902
Change-2,902 (-100%)
Value$0 (-$243.1K)
Filed 2026-10-09
Golden Reserve Retirement LLC
CLOSED
Shares0 from 2,841
Change-2,841 (-100%)
Value$0 (-$237.9K)
Filed 2026-11-02
Santori & Peters, Inc.
CLOSED
Shares0 from 2,743
Change-2,743 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 2,704
Change-2,704 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-21
Fulton Breakefield Broenniman LLC
CLOSED
Shares0 from 2,601
Change-2,601 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 2,554
Change-2,554 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-27
Brown Financial Advisory
CLOSED
Shares0 from 2,513
Change-2,513 (-100%)
Value$0 (-$210.4K)
Filed 2026-11-05
Financial Discovery Group Inc
CLOSED
Shares0 from 2,413
Change-2,413 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-03
Trust Co of the South
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,246
Change-2,246 (-100%)
Value$0 (-$185.6K)
Filed 2026-10-16
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,666
Change-1,666 (-100%)
Value$0 (-$139.5K)
Filed 2026-10-20
Evolution Advisers, Inc.
CLOSED
Shares0 from 1,649
Change-1,649 (-100%)
Value$0 (-$138.0K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$120.2K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,181
Change-1,181 (-100%)
Value$0 (-$97.7K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$90.0K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$89.4K)
Filed 2026-10-15
Midway Capital Research & Management
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$79.1K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 682
Change-682 (-100%)
Value$0 (-$57.1K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$27.7K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-13
DB Fitzpatrick & Co, Inc
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-19
Tucker Asset Management LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-14
Arvest Investments, Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 34,544,341
Change-34,544,341 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,422,899
Change-23,422,899 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,501,234
Change-17,501,234 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,993,333
Change-10,993,333 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,345,031
Change-9,345,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,848,212
Change-8,848,212 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,038,102
Change-6,038,102 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 5,351,291
Change-5,351,291 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,774,332
Change-4,774,332 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,479,218
Change-4,479,218 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,225,027
Change-4,225,027 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,175,467
Change-4,175,467 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,923,687
Change-3,923,687 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,867,900
Change-3,867,900 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,710,153
Change-3,710,153 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,617,288
Change-3,617,288 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,605,788
Change-3,605,788 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,511,693
Change-3,511,693 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,482,258
Change-3,482,258 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 3,294,439
Change-3,294,439 (-100%)
Value—
Euclidean Capital LLC
N/A
Shares— from 3,243,484
Change-3,243,484 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,242,810
Change-3,242,810 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,120,596
Change-3,120,596 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,026,677
Change-3,026,677 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,877,438
Change-2,877,438 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,381,092
Change-2,381,092 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,142,078
Change-2,142,078 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,125,680
Change-2,125,680 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,052,412
Change-2,052,412 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,836,963
Change-1,836,963 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,817,910
Change-1,817,910 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,668,213
Change-1,668,213 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,549,459
Change-1,549,459 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,483,276
Change-1,483,276 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,480,459
Change-1,480,459 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,355,390
Change-1,355,390 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,322,127
Change-1,322,127 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,165,916
Change-1,165,916 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,147,363
Change-1,147,363 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,105,563
Change-1,105,563 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,034,551
Change-1,034,551 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 966,392
Change-966,392 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 942,675
Change-942,675 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 911,846
Change-911,846 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 881,721
Change-881,721 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 826,521
Change-826,521 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 758,447
Change-758,447 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 736,879
Change-736,879 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 735,314
Change-735,314 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 728,761
Change-728,761 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 728,304
Change-728,304 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 647,813
Change-647,813 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 644,290
Change-644,290 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 632,426
Change-632,426 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 626,665
Change-626,665 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 618,221
Change-618,221 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 607,137
Change-607,137 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 569,179
Change-569,179 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 549,020
Change-549,020 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 537,491
Change-537,491 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 535,806
Change-535,806 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 528,051
Change-528,051 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 525,305
Change-525,305 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 519,246
Change-519,246 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 499,018
Change-499,018 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 486,369
Change-486,369 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 482,791
Change-482,791 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 480,527
Change-480,527 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 465,659
Change-465,659 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 436,427
Change-436,427 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 428,053
Change-428,053 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 427,241
Change-427,241 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 416,876
Change-416,876 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 406,507
Change-406,507 (-100%)
Value—
FMR LLC
N/A
Shares— from 395,161
Change-395,161 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 390,000
Change-390,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 386,084
Change-386,084 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 374,128
Change-374,128 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 371,365
Change-371,365 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 346,676
Change-346,676 (-100%)
Value—
&partners
N/A
Shares— from 345,090
Change-345,090 (-100%)
Value—
Main Management LLC
N/A
Shares— from 337,364
Change-337,364 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 331,976
Change-331,976 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 329,660
Change-329,660 (-100%)
Value—
Optas, LLC
N/A
Shares— from 327,959
Change-327,959 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 324,485
Change-324,485 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 320,764
Change-320,764 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 296,782
Change-296,782 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 291,927
Change-291,927 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 291,762
Change-291,762 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 280,218
Change-280,218 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 276,012
Change-276,012 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 274,906
Change-274,906 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 272,741
Change-272,741 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 271,049
Change-271,049 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 255,832
Change-255,832 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 254,595
Change-254,595 (-100%)
Value—
Stephens Inc
N/A
Shares— from 250,969
Change-250,969 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 238,420
Change-238,420 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 234,017
Change-234,017 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 231,183
Change-231,183 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 229,929
Change-229,929 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 229,445
Change-229,445 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 228,940
Change-228,940 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 224,294
Change-224,294 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 223,924
Change-223,924 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 222,534
Change-222,534 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 218,293
Change-218,293 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 215,796
Change-215,796 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 212,158
Change-212,158 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 212,142
Change-212,142 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 211,138
Change-211,138 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 199,350
Change-199,350 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 194,175
Change-194,175 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 192,702
Change-192,702 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 188,684
Change-188,684 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 186,294
Change-186,294 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 179,938
Change-179,938 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 176,861
Change-176,861 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 171,029
Change-171,029 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 169,041
Change-169,041 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 165,088
Change-165,088 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 154,891
Change-154,891 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 154,608
Change-154,608 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 153,993
Change-153,993 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 152,541
Change-152,541 (-100%)
Value—
Commerce Bank
N/A
Shares— from 147,484
Change-147,484 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 145,461
Change-145,461 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 144,647
Change-144,647 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 143,115
Change-143,115 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 141,009
Change-141,009 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 136,852
Change-136,852 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 136,797
Change-136,797 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 135,531
Change-135,531 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 133,088
Change-133,088 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 131,103
Change-131,103 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,253
Change-126,253 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 125,639
Change-125,639 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 125,282
Change-125,282 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 125,005
Change-125,005 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 122,035
Change-122,035 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 121,874
Change-121,874 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 121,129
Change-121,129 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 120,498
Change-120,498 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 120,228
Change-120,228 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 117,604
Change-117,604 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 117,596
Change-117,596 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 114,712
Change-114,712 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 113,062
Change-113,062 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 109,694
Change-109,694 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 109,096
Change-109,096 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 107,355
Change-107,355 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 107,023
Change-107,023 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 106,634
Change-106,634 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 106,593
Change-106,593 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 102,085
Change-102,085 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 99,492
Change-99,492 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 98,423
Change-98,423 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 97,751
Change-97,751 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 95,930
Change-95,930 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 95,133
Change-95,133 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 94,344
Change-94,344 (-100%)
Value—
Nwam LLC
N/A
Shares— from 94,009
Change-94,009 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 91,905
Change-91,905 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 91,111
Change-91,111 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 91,049
Change-91,049 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 90,457
Change-90,457 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 90,002
Change-90,002 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 89,898
Change-89,898 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 86,128
Change-86,128 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 84,885
Change-84,885 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 83,613
Change-83,613 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 83,265
Change-83,265 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 82,095
Change-82,095 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 81,112
Change-81,112 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 77,963
Change-77,963 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 77,681
Change-77,681 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 73,137
Change-73,137 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 72,547
Change-72,547 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 71,959
Change-71,959 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 71,492
Change-71,492 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 71,232
Change-71,232 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 70,428
Change-70,428 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 70,308
Change-70,308 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,199
Change-69,199 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 68,887
Change-68,887 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 68,701
Change-68,701 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 68,613
Change-68,613 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 67,337
Change-67,337 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 67,064
Change-67,064 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 66,687
Change-66,687 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 66,425
Change-66,425 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 66,327
Change-66,327 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 65,800
Change-65,800 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 65,466
Change-65,466 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 63,513
Change-63,513 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 63,175
Change-63,175 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 63,091
Change-63,091 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 60,930
Change-60,930 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 60,667
Change-60,667 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 60,067
Change-60,067 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 59,879
Change-59,879 (-100%)
Value—
Centennial Bank
N/A
Shares— from 59,717
Change-59,717 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 59,037
Change-59,037 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 58,872
Change-58,872 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 58,087
Change-58,087 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 57,705
Change-57,705 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 56,977
Change-56,977 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 54,373
Change-54,373 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 54,115
Change-54,115 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 53,320
Change-53,320 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 52,161
Change-52,161 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 51,901
Change-51,901 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 51,817
Change-51,817 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 50,857
Change-50,857 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 50,355
Change-50,355 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 46,757
Change-46,757 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 45,421
Change-45,421 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 43,532
Change-43,532 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 42,889
Change-42,889 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 42,714
Change-42,714 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 42,217
Change-42,217 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 42,073
Change-42,073 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 41,782
Change-41,782 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,401
Change-40,401 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39,926
Change-39,926 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 39,577
Change-39,577 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 39,111
Change-39,111 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 38,619
Change-38,619 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 38,344
Change-38,344 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 38,124
Change-38,124 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 37,994
Change-37,994 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 36,865
Change-36,865 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 36,315
Change-36,315 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 35,970
Change-35,970 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 35,933
Change-35,933 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 34,392
Change-34,392 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 34,207
Change-34,207 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 33,368
Change-33,368 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 33,297
Change-33,297 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 33,191
Change-33,191 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 32,400
Change-32,400 (-100%)
Value—
Betterment LLC
N/A
Shares— from 32,330
Change-32,330 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 32,155
Change-32,155 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 32,123
Change-32,123 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 32,106
Change-32,106 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 31,708
Change-31,708 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 31,415
Change-31,415 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 31,323
Change-31,323 (-100%)
Value—
S&CO Inc
N/A
Shares— from 31,256
Change-31,256 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 30,884
Change-30,884 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 30,012
Change-30,012 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 29,897
Change-29,897 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 29,635
Change-29,635 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 29,596
Change-29,596 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 29,481
Change-29,481 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,386
Change-29,386 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 29,359
Change-29,359 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 29,349
Change-29,349 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 29,289
Change-29,289 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 28,805
Change-28,805 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,125
Change-28,125 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 28,117
Change-28,117 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 27,876
Change-27,876 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 26,381
Change-26,381 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,260
Change-26,260 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 25,969
Change-25,969 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 25,725
Change-25,725 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 25,518
Change-25,518 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 25,499
Change-25,499 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 24,687
Change-24,687 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,436
Change-24,436 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 24,372
Change-24,372 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 23,899
Change-23,899 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 23,178
Change-23,178 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 22,988
Change-22,988 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 22,976
Change-22,976 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,909
Change-22,909 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 22,763
Change-22,763 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 22,603
Change-22,603 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 22,050
Change-22,050 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 21,459
Change-21,459 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 21,325
Change-21,325 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 20,926
Change-20,926 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 19,868
Change-19,868 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 19,090
Change-19,090 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 19,013
Change-19,013 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 18,703
Change-18,703 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 18,434
Change-18,434 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,609
Change-17,609 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,765
Change-16,765 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 16,758
Change-16,758 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Capital International Investors
N/A
Shares— from 16,716
Change-16,716 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,192
Change-16,192 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 15,681
Change-15,681 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 15,554
Change-15,554 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 15,404
Change-15,404 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 15,389
Change-15,389 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,383
Change-15,383 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 14,845
Change-14,845 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 14,405
Change-14,405 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 13,945
Change-13,945 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,844
Change-13,844 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 13,636
Change-13,636 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 13,459
Change-13,459 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,226
Change-13,226 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 12,963
Change-12,963 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,782
Change-12,782 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 12,722
Change-12,722 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,661
Change-12,661 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,608
Change-12,608 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 12,307
Change-12,307 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,839
Change-11,839 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 11,719
Change-11,719 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 11,705
Change-11,705 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 11,701
Change-11,701 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,567
Change-11,567 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,482
Change-11,482 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,277
Change-11,277 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,022
Change-11,022 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 10,034
Change-10,034 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 9,781
Change-9,781 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,832
Change-7,832 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,304
Change-7,304 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,030
Change-7,030 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,643
Change-4,643 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
American Trust
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 835
Change-835 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 465
Change-465 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 404
Change-404 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 250
Change-250 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 236
Change-236 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 223
Change-223 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 178
Change-178 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 140
Change-140 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 129
Change-129 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 89
Change-89 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 71
Change-71 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED8,379,9458,377,441+2,504+0%$701.6M$695.3M-$6.3M2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED7,786,6917,647,741+138,950+2%$640.5M$646.1M+$5.6M2026-10-13
Sanders Capital, LLC
DECREASED7,733,7517,839,638-105,887-1%$656.6M$641.7M-$14.9M2026-11-02
Diversified Trust Co
INCREASED5,946,7155,663,893+282,822+5%$474.4M$493.4M+$19.0M2026-11-06
CIBC Asset Management Inc
INCREASED4,756,2064,722,854+33,352+1%$395.5M$394.6M-$916.6K2026-11-05
LPL Financial LLC
INCREASED4,190,7974,002,385+188,412+5%$335.2M$347.7M+$12.5M2026-11-06
WestEnd Advisors, LLC
INCREASED3,702,0593,595,668+106,391+3%$301.1M$307.2M+$6.0M2026-10-27
Kestra Investment Management, LLC
INCREASED3,370,9443,263,559+107,385+3%$273.3M$279.7M+$6.4M2026-11-04
MKP Capital Management, L.L.C.
NEW2,750,000—+2,750,000——$228.2M—2026-11-04
Howland Capital Management LLC
INCREASED2,287,1002,188,030+99,070+5%$183.2M$189.8M+$6.5M2026-10-22
Accredited Investors Inc.
INCREASED2,150,8981,648,027+502,871+31%$138.0M$178.5M+$40.4M2026-11-03
Truist Financial Corp
DECREASED1,927,2721,970,429-43,157-2%$165.0M$159.9M-$5.1M2026-10-30
Commonwealth Equity Services, LLC
INCREASED1,686,3201,681,317+5,003+0%$140.8M$139.9M-$896.3K2026-11-02
US Bancorp \de\
INCREASED1,523,9181,495,923+27,995+2%$125.3M$126.4M+$1.2M2026-11-05
Creative Planning
INCREASED1,502,0401,497,894+4,146+0%$125.4M$124.6M-$824.3K2026-11-02
Assetmark, Inc
DECREASED1,340,1351,356,911-16,776-1%$113.6M$111.2M-$2.5M2026-10-21
Strid Group, LLC
DECREASED1,312,2651,335,201-22,936-2%$111.8M$108.9M-$2.9M2026-10-28
Means Investment Co., Inc.
INCREASED1,299,5651,256,007+43,558+3%$105.2M$107.8M+$2.6M2026-11-03
J.Safra Asset Management Corp
INCREASED1,116,3791,080,367+36,012+3%$90.5M$92.6M+$2.1M2026-11-03
Pinnacle Associates LTD
INCREASED1,090,7141,081,105+9,609+1%$90.5M$90.5M-$46.0K2026-10-20
HB Wealth Management, LLC
DECREASED1,081,6731,139,409-57,736-5%$95.4M$89.7M-$5.7M2026-10-23
NewSquare Capital LLC
INCREASED947,140921,792+25,348+3%$77.2M$78.6M+$1.4M2026-11-06
Cardinal Point Capital Management ULC
DECREASED899,015918,218-19,203-2%$76.9M$74.6M-$2.3M2026-10-21
Flower City Capital
INCREASED852,358826,889+25,469+3%$69.3M$70.7M+$1.5M2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED832,916825,291+7,625+1%$69.1M$69.1M-$11.1K2026-10-30
M Holdings Securities, Inc.
NEW809,211—+809,211——$65.5K—2026-11-03
Wealthcare Capital Management LLC
DECREASED797,442926,244-128,802-14%$77.6M$66.2M-$11.4M2026-10-21
Patriot Investment Management Group, Inc.
INCREASED795,612789,158+6,454+1%$66.1M$66.0M-$80.1K2026-10-15
Kestra Advisory Services, LLC
INCREASED791,426450,875+340,551+76%$37.8M$65.7M+$27.9M2026-11-02
Sage Financial Group Inc
INCREASED777,617752,152+25,465+3%$63.0M$64.5M+$1.5M2026-10-27
Cullen T Bankers, Inc.
INCREASED756,580747,233+9,347+1%$62.6M$62.8M+$192.7K2026-10-28
Performa Ltd (US), LLC
INCREASED751,961533,277+218,684+41%$44.7M$62.4M+$17.7M2026-11-05
St. Louis Trust Co
INCREASED740,370715,450+24,920+3%$3.6M$61.4M+$57.8M2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED729,000729,00000%$61.1M$60.5M-$568.6K2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED718,466731,842-13,376-2%$60.5M$59.3M-$1.3M2026-10-13
BIP Wealth, LLC
INCREASED698,970687,071+11,899+2%$57.5M$58.0M+$451.4K2026-10-22
Blankinship & Foster, LLC
INCREASED686,973677,192+9,781+1%$56.7M$57.0M+$283.3K2026-10-19
Mather Group, Llc.
DECREASED681,884703,974-22,090-3%$59.0M$56.6M-$2.4M2026-10-14
Fort Washington Investment Advisors Inc
INCREASED670,750666,830+3,920+1%$55.8M$55.7M-$194.9K2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED654,292641,976+12,316+2%$53.8M$54.3K-$53.7M2026-11-02
Verus Financial Partners, Inc.
DECREASED635,828642,970-7,142-1%$53.8M$52.8M-$1.1M2026-10-29
Cornerstone Advisors Asset Management, LLC
DECREASED632,787722,555-89,768-12%$60.5M$52.5M-$8.0M2026-11-06
Fifth Third Bancorp
INCREASED614,909612,861+2,048+0%$51.3M$51.0M-$308.1K2026-11-05
Wrenne Financial Planning LLC
INCREASED612,410592,109+20,301+3%$49.6M$50.8M+$1.2M2026-10-30
Henshaw Capital LLC
UNCHANGED592,813592,81300%$49.6M$49.2M-$462.4K2026-11-03
Valmark Advisers, Inc.
DECREASED589,419590,635-1,2160%$49.5M$48.9M-$561.6K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED565,125551,579+13,546+2%$46.2M$46.9M+$693.7K2026-10-23
Savant Capital, LLC
DECREASED563,882816,019-252,137-31%$64.9M$46.8M-$18.1M2026-11-06
Standpoint Asset Management, LLC
INCREASED551,100509,600+41,500+8%$42.7M$45.7M+$3.0M2026-10-16
Bailard, Inc.
INCREASED549,295547,454+1,841+0%$45.8M$45.6M-$274.3K2026-10-13
MilWealth Group LLC
DECREASED544,956549,176-4,220-1%$46.0M$45.2M-$778.6K2026-11-02
5th Street Advisors, LLC
DECREASED510,096512,510-2,4140%$42.9M$42.3M-$600.0K2026-11-04
Avion Wealth
INCREASED500,918457,003+43,915+10%$38.3M$41.6K-$38.2M2026-11-04
Sage Financial Management Group, Inc.
INCREASED499,264445,596+53,668+12%$37.3M$41.4M+$4.1M2026-11-06
Bank of New York Mellon Corp
INCREASED480,486470,251+10,235+2%$39.4M$39.9M+$482.5K2026-11-05
Sentinel Trust Co LBA
DECREASED473,623473,829-2060%$39.7K$39.3K-$3862026-11-03
Albion Financial Group
INCREASED450,334444,352+5,982+1%$37.2M$37.4M+$149.7K2026-10-21
Luminvest Wealth Management LLC
DECREASED444,965462,478-17,513-4%$38.4M$36.9M-$1.5M2026-10-14
Mullooly Asset Management, Inc.
INCREASED438,357428,963+9,394+2%$35.9M$36.4M+$445.6K2026-10-30
Pittenger & Anderson Inc
INCREASED432,5126,637+425,875+6417%$555.8K$35.9M+$35.3M2026-11-02
Bluestem Financial Advisors, LLC
INCREASED430,062425,716+4,346+1%$35.7M$35.7M+$28.6K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED426,447421,784+4,663+1%$35.3M$35.4M+$57.9K2026-10-21
Associated Banc-Corp
INCREASED408,848404,746+4,102+1%$33.9M$33.9M+$24.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED395,966370,087+25,879+7%$30.9M$32.5M+$1.6M2026-10-13
FC Advisory LLC
INCREASED395,672390,746+4,926+1%$32.7M$32.8M+$103.9K2026-10-05
First Horizon Corp
INCREASED394,483388,857+5,626+1%$32.6M$32.7M+$163.5K2026-10-26
Somnio Financial Group, LLC
DECREASED388,911393,517-4,606-1%$33.0M$32.3M-$689.1K2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED382,867389,761-6,894-2%$32.6M$31.8M-$876.0K2026-10-29
Avior Wealth Management, LLC
DECREASED382,257389,362-7,105-2%$32.6M$31.7M-$893.2K2026-10-13
Thrivent Financial for Lutherans
INCREASED374,927362,143+12,784+4%$30.3M$31.1K-$30.3M2026-11-05
Davenport & Co LLC
INCREASED372,838366,231+6,607+2%$30.7M$30.9M+$271.6K2026-10-14
Telos Capital Management, Inc.
INCREASED367,102359,801+7,301+2%$30.1M$30.5M+$325.1K2026-11-02
Van Cleef Asset Management,Inc
DECREASED361,716363,890-2,174-1%$30.5M$30.0M-$464.2K2026-10-20
AGF Management LTD
DECREASED361,229364,881-3,652-1%$30.6M$30.0M-$587.6K2026-11-03
Trust Co of Vermont
INCREASED355,153314,394+40,759+13%$26.3M$29.5M+$3.1M2026-10-21
Citizens Financial Group Inc
DECREASED337,278366,569-29,291-8%$30.7M$28.0M-$2.7M2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED336,941346,950-10,009-3%$29.1M$28.0M-$1.1M2026-10-14
Allworth Financial LP
INCREASED333,397283,440+49,957+18%$23.7M$27.9M+$4.2M2026-11-06
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED327,740331,700-3,960-1%$27.8M$27.2M-$587.3K2026-10-15
Define Financial, LLC
INCREASED327,609301,273+26,336+9%$25.2M$27.2M+$2.0M2026-10-14
Clear Harbor Asset Management, LLC
INCREASED326,028318,315+7,713+2%$26.7M$27.1M+$391.7K2026-11-05
Newton One Investments LLC
INCREASED325,441324,654+787+0%$27.2M$27.0M-$187.9K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED322,643318,728+3,915+1%$26.7M$26.8M+$76.2K2026-11-06
Aspiriant, LLC
DECREASED322,561331,741-9,180-3%$27.8M$26.8M-$1.0M2026-10-16
BLB&B Advisors, LLC
DECREASED319,399341,617-22,218-6%$28.6M$26.5M-$2.1M2026-10-27
Firestone Capital Management
INCREASED317,222306,762+10,460+3%$25.7M$26.3M+$628.6K2026-11-03
Clearstead Advisors, LLC
INCREASED314,102205,073+109,029+53%$17.2M$26.1M+$8.9M2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED311,618307,490+4,128+1%$25.8M$25.9M+$102.7K2026-10-21
Wedmont Private Capital
INCREASED307,639304,741+2,898+1%$25.4M$25.3M-$164.1K2026-10-09
Boston Standard Wealth Management, LLC
INCREASED298,767296,966+1,801+1%$24.6M$24.8M+$155.4K2026-10-07
Washington Trust Co
INCREASED293,678248,411+45,267+18%$20.8M$24.4M+$3.6M2026-10-22
AlphaCore Capital LLC
INCREASED292,826192,424+100,402+52%$16.1M$24.3M+$8.2M2026-11-04
CKW Financial Group
INCREASED289,236285,301+3,935+1%$23.6K$23.9K+$2562026-10-29
Beacon Wealthcare LLC
INCREASED285,999261,507+24,492+9%$21.9M$23.7M+$1.8M2026-10-02
Five Pine Wealth Management
INCREASED277,970276,897+1,073+0%$23.2M$23.1M-$126.9K2026-10-20
MB, Levis & Associates, LLC
INCREASED277,134267,836+9,298+3%$22.4M$23.0M+$562.5K2026-10-16
Park Avenue Securities LLC
INCREASED268,897256,459+12,438+5%$21.5M$22.3K-$21.5M2026-10-26
Coston, McIsaac & Partners
INCREASED263,044255,461+7,583+3%$21.4M$21.8M+$444.8K2026-11-06
TL Private Wealth
INCREASED260,861252,301+8,560+3%$20.9M$21.5M+$592.6K2026-10-13
Joel Isaacson & Co., LLC
INCREASED259,974251,892+8,082+3%$21.1M$21.6M+$474.1K2026-11-05
Chesley Taft & Associates LLC
DECREASED259,794263,320-3,526-1%$22.1M$21.6M-$497.9K2026-10-13
Ballast, Inc.
INCREASED250,445247,007+3,438+1%$20.7M$20.8M+$92.6K2026-10-20
Main Street Group, LTD
INCREASED247,689220,971+26,718+12%$18.5M$20.6M+$2.0M2026-10-28
Lido Advisors, LLC
DECREASED244,969247,293-2,324-1%$20.7M$20.3M-$385.6K2026-11-04
ETF Portfolio Partners, Inc.
INCREASED244,214243,958+256+0%$20.4M$20.3M-$169.0K2026-10-22
Hegarty Advisors, LLC
INCREASED241,967214,818+27,149+13%$18.0M$20.1M+$2.1M2026-10-20
Woodmont Investment Counsel LLC
INCREASED236,851235,499+1,352+1%$19.7M$19.7M-$71.5K2026-10-29
Evergreen Capital Management LLC
DECREASED229,248239,373-10,125-4%$20.0M$19.0M-$1.0M2026-10-23
Scissortail Wealth Management, LLC
INCREASED218,449213,024+5,425+3%$17.8M$18.1M+$283.9K2026-11-03
Axis Capital Holdings LTD
UNCHANGED207,150207,15000%$17.3M$17.2M-$161.6K2026-10-28
R. W. Roge & Company, Inc.
INCREASED204,38035,681+168,699+473%$3.0M$17.0K-$3.0M2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED203,883194,736+9,147+5%$16.3M$16.9M+$607.0K2026-10-22
Williams Financial, LLC
INCREASED201,991198,449+3,542+2%$16.6M$16.8M+$139.1K2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED200,215207,756-7,541-4%$17.3M$16.3M-$953.6K2026-10-28
Northeast Investment Management
INCREASED199,718173,226+26,492+15%$14.5M$16.6M+$2.1M2026-10-30
Idaho Trust Co
INCREASED199,056166,650+32,406+19%$14.0M$16.5M+$2.6M2026-11-04
Strategic Wealth Investment Group, LLC
DECREASED199,044202,266-3,222-2%$16.9M$16.5M-$425.1K2026-10-29
Avalon Advisory Group
DECREASED197,773202,723-4,950-2%$17.0M$16.4M-$568.8K2026-10-20
Compass Planning Associates Inc
INCREASED197,245191,910+5,335+3%$16.1M$16.4M+$293.0K2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED194,726194,800-740%$16.3M$16.2M-$158.1K2026-10-22
Prospera Capital Management, LLC
INCREASED190,449183,325+7,124+4%$15.5M$15.8M+$345.4K2026-10-19
D.A. Davidson & Co.
INCREASED190,262181,942+8,320+5%$15.2M$15.8M+$548.4K2026-10-28
Triune Financial Partners, LLC
DECREASED190,182193,062-2,880-1%$16.2M$15.8M-$389.6K2026-11-03
Twelve Points Wealth Management LLC
INCREASED189,662180,384+9,278+5%$15.1M$15.3M+$173.8K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED182,130179,439+2,691+2%$15.0M$15.1M+$83.3K2026-10-29
AMG National Trust Bank
INCREASED181,119172,648+8,471+5%$14.5M$15.0M+$568.2K2026-11-05
Central Valley Advisors, LLC
INCREASED180,340178,176+2,164+1%$14.9M$15.0M+$40.5K2026-10-27
Journey Beyond Wealth, LLC
DECREASED179,797190,483-10,686-6%$16.0M$14.9M-$1.0M2026-11-04
Discipline Wealth Solutions, LLC
DECREASED179,277179,693-4160%$15.0M$14.9M-$174.7K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED160,741160,065+676+0%$13.2M$13.3M+$17.3K2026-11-04
Ifrah Financial Services, Inc.
DECREASED155,545159,267-3,722-2%$13.3M$12.9M-$433.0K2026-10-13
Heritage Investors Management Corp
DECREASED154,820155,619-799-1%$13.0M$12.8K-$13.0M2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED153,170153,666-4960%$12.9M$12.7K-$12.8M2026-11-02
Stone Loft Wealth Management LLC
INCREASED150,854150,508+346+0%$12.5M$12.5M+$4.7K2026-11-03
Wesbanco Bank Inc
DECREASED148,988205,590-56,602-28%$17.2M$12.4M-$4.9M2026-11-04
Farther Finance Advisors, LLC
INCREASED148,964100,659+48,305+48%$8.4M$12.4M+$3.9M2026-10-08
Chatham Capital Group, Inc.
INCREASED147,522143,745+3,777+3%$12.0M$12.2M+$201.3K2026-10-16
Platt Investment Counsel, LLC
INCREASED145,59191,376+54,215+59%$7.7M$12.1M+$4.4M2026-10-07
Atria Investments, Inc
DECREASED144,520161,989-17,469-11%$13.6M$12.0M-$1.6M2026-10-15
Bahl & Gaynor LLC
DECREASED139,241152,193-12,952-9%$12.7M$11.6M-$1.2M2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED137,556138,239-6830%$11.6M$11.4M-$164.5K2026-10-15
Asset Allocation & Management Company, LLC
INCREASED136,304123,225+13,079+11%$10.3K$11.3K+$9892026-10-13
Citigroup Inc
INCREASED135,64496,516+39,128+41%$8.1M$11.3M+$3.2M2026-11-04
Olio Financial Planning
DECREASED135,513145,173-9,660-7%$12.2M$11.2M-$914.7K2026-10-22
Financial Management Professionals, Inc.
INCREASED132,749130,752+1,997+2%$11.0M$11.0M+$63.7K2026-10-23
Choreo, LLC
INCREASED131,46713,396+118,071+881%$1.1M$10.9M+$9.8M2026-10-28
Kraft, Davis & Associates, LLC
INCREASED129,380125,122+4,258+3%$10.3M$10.5M+$231.2K2026-10-21
Quaker Wealth Management, LLC
INCREASED128,767120,709+8,058+7%$10.1M$10.7M+$574.5K2026-10-22
Brighton Jones LLC
DECREASED126,982131,417-4,435-3%$11.0M$10.5M-$470.5K2026-11-03
Grange Capital, LLC
INCREASED125,507109,676+15,831+14%$9.2M$10.4M+$1.2M2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED121,76274,212+47,550+64%$6.2M$10.1M+$3.9M2026-10-09
Hartmann Taylor Wealth Management, LLC
INCREASED120,682113,021+7,661+7%$8.5M$10.0M+$1.5M2026-10-14
Apollon Wealth Management, LLC
INCREASED118,08199,520+18,561+19%$8.3M$9.8M+$1.5M2026-10-23
Apella Capital, LLC
INCREASED117,964117,953+11+0%$9.8M$9.8M-$9.7K2026-10-08
Welch & Forbes LLC
DECREASED116,889117,094-2050%$9.8M$9.7M-$108.3K2026-11-04
Vise Technologies, Inc.
INCREASED115,92477,285+38,639+50%$6.5M$9.6M+$3.1M2026-10-29
Regions Financial Corp
INCREASED113,47119,909+93,562+470%$1.7M$9.4M+$7.7M2026-11-05
LAM Group, Inc.
DECREASED113,292114,192-900-1%$9.6M$9.4M-$163.7K2026-10-26
Topor & Co. Korea
INCREASED112,182111,424+758+1%$9.3M$9.3M-$24.0K2026-10-22
Balentine LLC
UNCHANGED112,010112,01000%$9.4M$9.3M-$87.4K2026-11-03
WBH Advisory Inc
DECREASED111,807117,122-5,315-5%$9.8M$9.3M-$532.3K2026-11-05
Ti-Trust, Inc
INCREASED110,975110,683+292+0%$9.3M$9.2M-$62.1K2026-10-21
PDS Planning, Inc
DECREASED110,969111,098-1290%$9.3M$9.2M-$97.3K2026-11-03
Lodestar Private Asset Management LLC
DECREASED110,497126,697-16,200-13%$10.6M$9.2M-$1.4M2026-10-26
Perigon Wealth Management, LLC
DECREASED110,495116,961-6,466-6%$9.8M$9.2M-$627.7K2026-10-22
Junk Investment Group, LLC
INCREASED110,20299,129+11,073+11%$8.3M$9.1M+$841.4K2026-10-19
Altura Wealth Advisors Inc.
INCREASED109,928101,131+8,797+9%$8.5M$9.1M+$651.0K2026-10-22
Advisor OS, LLC
INCREASED108,749107,061+1,688+2%$9.0M$9.0M+$56.6K2026-11-03
First Premier Bank
INCREASED107,753107,203+550+1%$9.0K$8.9K-$382026-10-13
Turtle Creek Wealth Advisors, LLC
UNCHANGED107,387107,38700%$9.0M$8.9M-$65.7K2026-10-15
PW Nova Financial Services LLC
INCREASED105,87371,461+34,412+48%$6.0M$8.8M+$2.8M2026-10-15
Simon Quick Advisors, LLC
INCREASED105,11293,526+11,586+12%$7.8M$8.7M+$888.3K2026-10-26
Baker Avenue Asset Management, LP
DECREASED104,594104,770-1760%$8.8M$8.7M-$96.3K2026-11-06
Advocate Group LLC
DECREASED104,073104,980-907-1%$8.8M$8.6M-$157.1K2026-10-19
Mission Wealth Management, LP
DECREASED103,663110,364-6,701-6%$9.2M$8.6M-$642.0K2026-10-15
PFG Advisors
DECREASED103,549112,436-8,887-8%$9.4M$8.6M-$825.1K2026-10-16
ASL Financial, LLC
DECREASED102,483104,108-1,625-2%$8.7M$8.5M-$216.0K2026-10-15
GreatBanc Trust Co
INCREASED99,93695,645+4,291+4%$8.0M$8.3M+$281.4K2026-11-04
Trust Point Inc.
INCREASED98,79898,093+705+1%$8.2M$8.2M-$18.0K2026-10-27
Fee-Only Financial Planning, L.C.
DECREASED97,74599,219-1,474-1%$8.3M$8.1M-$199.7K2026-10-23
Parsons Capital Management Inc
INCREASED97,61386,051+11,562+13%$7.2M$8.1M+$892.2K2026-10-28
Tennessee Valley Asset Management Partners
INCREASED97,44585,947+11,498+13%$7.2M$8.1M+$886.9K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED96,31174,298+22,013+30%$6.2M$8.0M+$1.8M2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED95,327100,476-5,149-5%$8.4M$7.9M-$505.6K2026-10-08
Agate Pass Investment Management, LLC
DECREASED95,27999,457-4,178-4%$8.3M$7.9M-$424.2K2026-10-20
Hughes Financial Services, LLC
DECREASED95,23296,411-1,179-1%$8.1M$7.8M-$274.9K2026-10-30
Barrett & Company, Inc.
DECREASED94,520105,924-11,404-11%$8.9M$7.8M-$1.0M2026-10-22
IFP Advisors, Inc
INCREASED94,08692,360+1,726+2%$7.7M$7.8M+$71.2K2026-10-16
Axxcess Wealth Management, LLC
DECREASED94,06196,343-2,282-2%$8.1M$7.8M-$264.5K2026-10-21
Zions Bancorporation, National Association
DECREASED89,95091,629-1,679-2%$7.7M$7.5M-$210.8K2026-11-06
TD Waterhouse Canada Inc.
DECREASED88,70398,291-9,588-10%$8.1M$7.3M-$811.5K2026-10-16
Breakwater Investment Management
DECREASED88,56693,654-5,088-5%$7.8M$7.3M-$495.3K2026-10-20
Beaumont Asset Management, L.L.C.
DECREASED88,30690,297-1,991-2%$7.6M$7.3M-$235.6K2026-10-16
Archvest Wealth Advisors, Inc.
DECREASED87,75389,438-1,685-2%$7.5M$7.3M-$209.6K2026-10-29
Integrated Advisors Network LLC
INCREASED87,08186,995+86+0%$7.3M$7.2M-$60.7K2026-10-20
Phillips Financial Management, LLC
DECREASED87,06990,360-3,291-4%$7.6M$7.2M-$343.5K2026-10-19
Industrial Alliance Investment Management Inc.
DECREASED86,97194,136-7,165-8%$7.9M$7.2K-$7.9M2026-10-29
MeadowBrook Investment Advisors LLC
DECREASED82,98383,376-3930%$7.0M$6.7M-$268.6K2026-10-29
Cannon Advisors, Inc.
INCREASED81,06773,784+7,283+10%$6.1M$6.7M+$583.9K2026-10-14
Fiduciary Financial Group, LLC
DECREASED80,59785,758-5,161-6%$7.2M$6.7M-$495.2K2026-10-13
Facet Wealth, Inc.
DECREASED77,62478,228-604-1%$6.6M$6.4M-$111.1K2026-11-04
GFS Advisors, LLC
INCREASED77,12469,581+7,543+11%$563.5K$6.4M+$5.8M2026-11-03
Merit Financial Group, LLC
INCREASED77,09959,611+17,488+29%$5.0M$6.4M+$1.4M2026-11-06
HUB Investment Partners, LLC
INCREASED76,89370,120+6,773+10%$5.9M$6.4M+$507.3K2026-11-03
Compass Ion Advisors, LLC
DECREASED75,57475,998-424-1%$6.4M$6.3M-$94.4K2026-10-23
Black Diamond Financial, LLC
DECREASED75,51178,583-3,072-4%$6.6M$6.3M-$316.2K2026-10-26
City of London Investment Management Co LTD
DECREASED75,50087,700-12,200-14%$7.3M$6.3M-$1.1M2026-10-30
Sawgrass Asset Management LLC
DECREASED75,46176,161-700-1%$6.4M$6.3M-$117.5K2026-11-03
Arbor Wealth Management Llc\az
DECREASED75,23578,628-3,393-4%$6.6M$6.2M-$342.9K2026-10-20
3Chopt Investment Partners, LLC
INCREASED74,89572,912+1,983+3%$6.1M$6.2M+$107.6K2026-10-30
Ritholtz Wealth Management
INCREASED74,45566,017+8,438+13%$5.5M$6.2M+$648.6K2026-11-05
Absolute Capital Management, LLC
UNCHANGED73,50073,50000%$6.2M$6.1M-$57.3K2026-10-16
Value Investment Professionals, LLC
DECREASED72,82873,032-2040%$6.1M$6.0M-$73.9K2026-10-13
Gladwyn Financial Advisors, Inc.
DECREASED72,26774,389-2,122-3%$6.2M$6.0M-$234.1K2026-10-05
Lanark Financial, Inc.
INCREASED70,90067,856+3,044+4%$5.7M$5.9M+$199.6K2026-10-26
Addis & Hill, Inc
UNCHANGED70,56470,56400%$5.9M$5.9M$02026-10-19
Virtue Capital Management, LLC
DECREASED70,24589,671-19,426-22%$7.5M$5.8M-$1.7M2026-10-29
CGN Advisors LLC
DECREASED69,69876,896-7,198-9%$6.4M$5.8M-$657.2K2026-10-21
Ramiah Investment Group
INCREASED69,29467,798+1,496+2%$5.7M$5.7M+$71.2K2026-10-20
Simplicity Wealth,LLC
DECREASED67,85968,034-1750%$5.7M$5.6M-$67.6K2026-10-23
Creekside Partners
DECREASED67,30867,974-666-1%$5.7M$5.6M-$108.3K2026-11-04
Trilogy Capital Inc.
DECREASED66,64667,445-799-1%$5.6M$5.5M-$118.9K2026-10-20
Indivisible Partners
DECREASED66,30768,334-2,027-3%$5.7M$5.5M-$221.5K2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED65,77265,77200%$5.5M$5.5M-$51.3K2026-10-27
Next Level Wealth Planning, LLC
DECREASED65,24865,618-370-1%$5.5M$5.4M-$81.9K2026-10-29
Vigilare Wealth Management
INCREASED64,92338,388+26,535+69%$3.2M$5.4M+$2.2M2026-10-29
Kendall Capital Management
INCREASED64,41458,062+6,352+11%$4.9M$5.3M+$481.7K2026-10-23
Graves Light Lenhart Wealth, Inc.
DECREASED63,67765,393-1,716-3%$5.5M$5.3M-$193.4K2026-10-09
Prospera Financial Services Inc
INCREASED63,54560,017+3,528+6%$5.0M$5.1M+$93.6K2026-11-04
McKinley Carter Wealth Services, Inc.
DECREASED63,47064,553-1,083-2%$5.4M$5.3M-$140.2K2026-10-16
Valpey Financial Services, LLC
DECREASED62,74864,102-1,354-2%$5.4M$5.2M-$162.4K2026-10-30
Kelsey Financial, LLC
DECREASED62,15262,894-742-1%$5.3M$5.2M-$110.6K2026-10-28
Allen Investment Management, LLC
INCREASED62,03153,608+8,423+16%$4.5M$5.1M+$657.0K2026-11-03
Richmond Investment Services, LLC
DECREASED61,72866,721-4,993-7%$5.6M$5.1M-$466.3K2026-10-29
Alta Advisers Ltd
UNCHANGED59,98859,98800%$5.0M$5.0M-$46.8K2026-11-02
Professional Financial Advisors, LLC
INCREASED59,98358,100+1,883+3%$4.9M$5.0M+$110.9K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED59,69849,929+9,769+20%$4.2M$5.0M+$771.5K2026-11-05
RFG Advisory, LLC
INCREASED59,27052,912+6,358+12%$4.4M$4.9M+$486.2K2026-11-03
Coastline Trust Co
DECREASED59,09362,841-3,748-6%$5.3M$4.9M-$360.0K2026-10-01
Howard Wealth Management, LLC
INCREASED57,96457,874+90+0%$4.8M$4.8M-$37.7K2026-10-28
Clark Asset Management, LLC
INCREASED57,27154,060+3,211+6%$4.5M$4.8M+$224.2K2026-10-19
Secure Asset Management, LLC
INCREASED56,02850,093+5,935+12%$4.2M$4.6M+$453.3K2026-10-19
Alpine Bank Wealth Management
INCREASED55,74655,705+41+0%$4.7M$4.6M-$40.0K2026-10-16
Allegiance Financial Group Advisory Services LLC
DECREASED54,90957,019-2,110-4%$4.8M$4.6M-$219.5K2026-11-02
Jnba Financial Advisors
INCREASED54,90954,755+154+0%$4.6M$4.6M-$29.9K2026-11-03
Daymark Wealth Partners, LLC
DECREASED54,70554,981-2760%$4.6M$4.5M-$65.8K2026-11-04
Plancorp, LLC
DECREASED54,50254,714-2120%$4.5M$4.4M-$95.3K2026-11-03
Wilmington Savings Fund Society, FSB
INCREASED54,49849,498+5,000+10%$4.1M$4.5M+$376.2K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED54,27454,572-298-1%$4.6M$4.5M-$67.3K2026-10-23
Fiduciary Advisors, Inc.
DECREASED53,66153,740-790%$4.5M$4.5M-$48.5K2026-10-16
Evanson Financial, LLC
INCREASED53,35250,630+2,722+5%$4.2M$4.4M+$186.4K2026-10-23
Ascentis Independent Advisors
INCREASED52,90712,241+40,666+332%$1.0M$4.4M+$3.4M2026-11-03
Carret Asset Management, LLC
DECREASED52,82053,009-1890%$4.4M$4.4M-$57.0K2026-11-04
Values Added Financial LLC
UNCHANGED52,63252,63200%$4.4M$4.4M-$41.1K2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED52,10254,802-2,700-5%$4.6M$4.3M-$266.8K2026-10-21
Farnam Financial LLC
INCREASED51,97151,429+542+1%$4.3M$4.2M-$69.5K2026-10-21
TD Private Client Wealth LLC
INCREASED51,65048,476+3,174+7%$4.1M$4.3M+$225.5K2026-10-28
TCI Wealth Advisors, Inc.
INCREASED51,22715,981+35,246+221%$1.3M$4.3M+$2.9M2026-10-30
First Heartland Consultants, Inc.
INCREASED51,20947,921+3,288+7%$4.0M$4.2M+$235.5K2026-10-08
Sage Mountain Advisors LLC
DECREASED51,18751,920-733-1%$4.3M$4.2M-$101.3K2026-11-02
Algorithmic Investment Models, LLC
DECREASED51,17953,560-2,381-4%$4.5M$4.2M-$239.2K2026-11-04
Aufman Associates Inc
DECREASED51,00751,428-421-1%$4.3M$4.2M-$75.0K2026-11-04
Patten Group, Inc.
INCREASED50,87448,181+2,693+6%$4.0M$4.2M+$185.8K2026-10-26
Cornerstone Advisory, LLC
INCREASED50,63837,526+13,112+35%$3.1M$4.2M+$1.1M2026-11-06
Washington Growth Strategies LLC
UNCHANGED50,32950,32900%$4.2M$4.2M-$39.3K2026-10-19
Ironwood Financial, llc
INCREASED50,28547,619+2,666+6%$3.9M$4.2M+$267.4K2026-10-20
Parallel Advisors, LLC
DECREASED50,24150,977-736-1%$4.3M$4.2M-$100.9K2026-11-03
Abacus Planning Group, Inc.
INCREASED50,07549,823+252+1%$4.2M$4.2M-$18.0K2026-11-02
Foundation Wealth Management, Llc\pa
DECREASED49,82957,376-7,547-13%$4.8M$4.1M-$670.9K2026-10-14
Core Wealth Advisors, LLC
NEW49,592—+49,592——$4.1M—2026-11-05
Wealthcare Capital Partners, LLC
DECREASED49,49650,016-520-1%$4.2M$4.1M-$82.1K2026-10-21
MGO One Seven LLC
INCREASED49,49249,117+375+1%$4.1M$4.1M-$7.2K2026-10-28
VestGen Advisors, LLC
DECREASED49,23553,642-4,407-8%$4.5M$4.1M-$407.5K2026-10-27
Klingman & Associates, LLC
INCREASED48,32447,724+600+1%$4.0M$4.0M+$12.6K2026-10-20
Oppenheimer & Co Inc
INCREASED47,02642,433+4,593+11%$3.6M$3.9M+$348.0K2026-10-26
Carnegie Investment Counsel
INCREASED46,89044,318+2,572+6%$3.7M$3.9M+$178.8K2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED46,80447,792-988-2%$4.0M$3.9M-$119.2K2026-10-20
NYL Investors LLC
INCREASED46,54145,484+1,057+2%$3.8M$3.9M+$52.2K2026-11-03
Keybank National Association
DECREASED46,33052,216-5,886-11%$4.4M$3.8M-$529.1K2026-11-04
Evergreen Wealth Management, LLC
INCREASED46,07637,853+8,223+22%$3.2M$3.8M+$652.7K2026-11-06
Redwood Family Wealth LLC
INCREASED45,87441,011+4,863+12%$3.4M$3.8M+$371.5K2026-10-20
Navigate Wealth Management, LLC
INCREASED45,60341,853+3,750+9%$3.4M$3.8M+$362.9K2026-10-14
Sightline Wealth Advisors, LLC
DECREASED45,59194,044-48,453-52%$7.9M$3.8M-$4.1M2026-10-21
Tred Avon Family Wealth, LLC
INCREASED45,31641,134+4,182+10%$3.4M$3.8M+$314.9K2026-10-20
Svrn Asset Management, LLC
UNCHANGED44,97644,97600%$3.8M$3.7M-$35.1K2026-11-02
Sigma Planning Corp
DECREASED44,88046,154-1,274-3%$3.9M$3.7M-$141.7K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED44,87545,032-1570%$3.8M$3.7M-$48.1K2026-10-26
Beacon Bank & Trust
DECREASED44,39850,702-6,304-12%$4.2M$3.7M-$562.6K2026-10-27
Columbus Macro, LLC
INCREASED44,11744,047+70+0%$3.7M$3.7M-$28.5K2026-10-14
Security Financial Services, Inc.
DECREASED43,99845,503-1,505-3%$3.8M$3.7M-$160.4K2026-10-29
Tortoise Investment Management, LLC
UNCHANGED43,98443,98400%$3.7M$3.6M-$34.3K2026-11-06
Fifth Third Securities, Inc.
INCREASED43,28022,815+20,465+90%$1.9M$3.6M+$1.7M2026-10-21
Spire Wealth Management
INCREASED42,73242,083+649+2%$3.5M$3.5M+$21.0K2026-10-30
Family Wealth Partners, LLC
DECREASED42,27442,532-258-1%$3.6M$3.5M-$54.6K2026-10-20
Solstein Capital, LLC
INCREASED42,09841,931+167+0%$3.5M$3.5M-$18.9K2026-11-02
Gibraltar Capital Management, Inc.
UNCHANGED41,48541,48500%$3.5M$3.4M-$32.4K2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED41,45540,941+514+1%$3.4M$3.4K-$3.4M2026-11-05
Blake Schutter Theil Wealth Advisors, LLC
DECREASED41,01245,012-4,000-9%$3.8M$3.4M-$367.0K2026-11-02
StoneX Group Inc.
INCREASED40,98840,838+150+0%$3.4M$3.4M-$18.5K2026-11-03
Financial Advisory Corp
DECREASED40,80541,811-1,006-2%$3.5M$3.4M-$116.0K2026-10-14
Gibson Wealth Advisors LLC
DECREASED40,66241,345-683-2%$3.5M$3.4M-$88.9K2026-10-20
Synergy Asset Management, LLC
DECREASED40,23241,109-877-2%$3.4M$3.3M-$104.8K2026-11-05
Greenleaf Trust
DECREASED39,79951,423-11,624-23%$4.3M$3.3M-$1.0M2026-10-29
Financial Planning Navigators Corp
INCREASED39,72539,339+386+1%$3.3M$3.3M+$1.3K2026-10-14
Meridian Wealth Management, LLC
DECREASED39,28641,331-2,045-5%$3.5M$3.3M-$201.9K2026-11-05
Gilman Hill Asset Management, LLC
INCREASED38,91237,022+1,890+5%$3.1M$3.2M+$127.9K2026-10-13
Strategic Advisors LLC
INCREASED38,86634,862+4,004+11%$2.9M$3.2M+$305.0K2026-10-13
Richard P Slaughter Associates Inc
DECREASED37,55844,816-7,258-16%$3.8M$3.1M-$637.1K2026-10-13
Fermata Advisors, LLC
DECREASED36,78544,306-7,521-17%$3.7M$3.1M-$658.6K2026-10-13
Global Wealth Management, LLC
DECREASED36,77339,895-3,122-8%$3.3M$3.1M-$290.2K2026-10-15
West Bancorporation Inc
DECREASED36,43636,958-522-1%$3.1M$3.0M-$72.1K2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED35,80736,331-524-1%$3.0M$3.0M-$71.8K2026-10-13
Koshinski Asset Management, Inc.
INCREASED35,75832,299+3,459+11%$2.7M$3.0M+$261.8K2026-10-29
Bank of New Hampshire
DECREASED34,93135,261-330-1%$3.0M$2.9M-$54.9K2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED34,91735,107-190-1%$2.9M$2.9M-$43.1K2026-10-15
Milestone Asset Management Group, LLC
INCREASED34,64129,335+5,306+18%$2.5M$2.9M+$417.4K2026-10-20
SWP Financial LLC
DECREASED34,36034,529-1690%$2.9M$2.9M-$41.0K2026-10-23
PUREfi Wealth, LLC
NEW34,340—+34,340——$2.8M—2026-10-19
Factor Wealth Management LTD
DECREASED34,20636,636-2,430-7%$3.1M$2.8M-$230.2K2026-10-08
Bill Few Associates, Inc.
INCREASED33,93122,275+11,656+52%$1.9M$2.8M+$949.7K2026-10-09
Venture Visionary Partners LLC
INCREASED33,70723,780+9,927+42%$2.0M$2.8M+$805.1K2026-10-07
IPG Investment Advisors LLC
UNCHANGED33,47233,47200%$2.8M$2.8M-$26.1K2026-10-30
Shaker Investments LLC
DECREASED33,39234,333-941-3%$2.9M$2.8M-$104.9K2026-11-05
Cowa, LLC
DECREASED33,19133,268-770%$2.8M$2.8M-$32.3K2026-10-30
Post Resch Tallon Group Inc.
DECREASED33,14633,644-498-1%$2.8M$2.8M-$67.6K2026-10-09
Falcon Wealth Planning
INCREASED33,04832,906+142+0%$2.8M$2.7M-$13.9K2026-11-06
Modera Wealth Management, LLC
INCREASED32,94532,440+505+2%$2.7M$2.7M+$16.6K2026-10-28
Harfst & Associates, Inc.
DECREASED32,91333,758-845-2%$2.8M$2.7M-$96.4K2026-10-20
Archer Investment Management, LLC
DECREASED32,84936,260-3,411-9%$3.0M$2.7M-$311.3K2026-10-13
Quadrant Private Wealth Management, LLC
NEW32,624—+32,624——$2.7M—2026-11-04
Red Mountain Financial, LLC
DECREASED32,43232,516-840%$2.7M$2.7M-$32.3K2026-11-03
Midwest Trust Co
INCREASED32,36931,910+459+1%$2.7M$2.7M+$13.2K2026-10-22
FF Advisors,LLC
INCREASED32,18327,260+4,923+18%$2.3M$2.7M+$387.2K2026-10-21
Staley Capital Advisers Inc
INCREASED32,12632,015+111+0%$2.7M$2.7M-$15.8K2026-11-06
DT Investment Partners, LLC
DECREASED31,91731,942-250%$2.7M$2.6M-$27.0K2026-10-27
Myecfo, LLC
DECREASED31,81532,445-630-2%$2.7M$2.6M-$77.6K2026-10-14
Baker Ellis Asset Management LLC
UNCHANGED31,62631,62600%$2.6M$2.6M-$24.7K2026-10-14
Kanawha Capital Management LLC
DECREASED31,02831,495-467-1%$2.6M$2.6M-$63.3K2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED31,01231,124-1120%$2.6M$2.6M-$33.6K2026-11-03
Carroll Advisory Group, LLC
DECREASED30,78631,294-508-2%$2.6M$2.6M-$66.6K2026-10-16
Corda Investment Management, Llc.
DECREASED30,69032,212-1,522-5%$2.7M$2.5M-$151.4K2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED30,69030,865-175-1%$2.6M$2.5M-$38.6K2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED30,65516,963+13,692+81%$1.4M$2.5M+$1.1M2026-11-05
Grove Street Fiduciary, LLC
DECREASED30,23531,331-1,096-3%$2.6M$2.5M-$115.4K2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
DECREASED30,19331,501-1,308-4%$2.6M$2.5M-$133.2K2026-10-29
Shoker Investment Counsel, Inc.
DECREASED29,92429,942-180%$2.5M$2.5M-$24.8K2026-11-04
MBA Advisors LLC
INCREASED29,59529,245+350+1%$2.4M$2.5M+$6.2K2026-10-29
Brown, Lisle Ings, Inc.
INCREASED29,19224,356+4,836+20%$2.0M$2.4M+$382.2K2026-10-16
Harbor Investment Advisory, LLC
INCREASED29,16628,560+606+2%$2.4M$2.4M+$28.0K2026-10-13
Journey Advisory Group, LLC
UNCHANGED28,78528,78500%$2.4M$2.4M-$22.5K2026-11-04
Charis Legacy Partners, LLC
DECREASED28,40530,203-1,798-6%$2.5M$2.4M-$172.8K2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED27,97226,823+1,149+4%$2.2M$2.3M+$74.4K2026-11-02
MCF Advisors LLC
DECREASED27,80627,955-149-1%$2.3M$2.3M-$34.2K2026-10-28
Montecito Bank & Trust
INCREASED27,64126,516+1,125+4%$2.2M$2.3M+$72.7K2026-10-01
James Investment Research, Inc.
INCREASED27,59426,953+641+2%$2.3M$2.3M+$32.1K2026-10-22
Boltwood Capital Management
DECREASED27,34427,619-275-1%$2.3M$2.3M-$44.4K2026-10-02
Capital Investment Advisory Services, LLC
DECREASED27,04928,136-1,087-4%$2.4M$2.3M-$104.5K2026-10-30
Family CFO Inc
DECREASED26,98328,128-1,145-4%$2.4M$2.2M-$116.9K2026-10-30
Moulton Wealth Management, Inc
DECREASED26,90427,356-452-2%$2.3M$2.2M-$49.6K2026-10-13
True Link Financial Advisors, LLC
DECREASED26,83228,556-1,724-6%$2.4M$2.2M-$165.3K2026-10-27
American Capital Advisory, LLC
DECREASED26,78327,071-288-1%$2.3M$2.2M-$45.0K2026-10-28
Warner Financial, Inc
DECREASED26,61126,617-60%$2.2M$2.2M-$21.2K2026-11-06
Chapin Davis, Inc.
INCREASED26,48226,347+135+1%$2.2M$2.2M-$9.3K2026-10-09
Elevate Capital Advisors, LLC
NEW26,441—+26,441——$2.2M—2026-11-02
AdvisorNet Financial, Inc
DECREASED26,02229,302-3,280-11%$2.5M$2.1M-$329.1K2026-10-15
Semitam Bonam LLC
INCREASED25,78623,986+1,800+8%$2.0M$2.1M+$130.7K2026-10-27
New England Private Wealth Advisors LLC
INCREASED25,68525,680+5+0%$2.1M$2.1M+$29.9K2026-10-19
Mengis Capital Management, Inc.
DECREASED25,65925,778-1190%$2.2M$2.1M-$30.1K2026-10-13
Sjbenen Advisory, LLC
DECREASED25,56827,418-1,850-7%$2.3M$2.1M-$179.2K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED25,45425,443+11+0%$2.1M$2.1M-$18.9K2026-10-27
Partners in Financial Planning
INCREASED25,24925,217+32+0%$2.1M$2.1M-$17.1K2026-11-06
Guardsman Private Capital Management, Inc.
DECREASED25,18025,322-142-1%$2.1M$2.1M-$31.5K2026-10-19
Sage Rhino Capital LLC
DECREASED25,14325,183-400%$2.1M$2.1M-$23.0K2026-10-28
RVW Wealth, LLC
INCREASED25,09720,936+4,161+20%$1.8M$2.1M+$328.9K2026-10-06
LexAurum Advisors, LLC
INCREASED24,90223,290+1,612+7%$2.0M$2.1M+$115.6K2026-10-19
Prudent Investor Advisors, LLC
NEW24,712—+24,712——$2.1M—2026-10-22
Fisher Asset Management, LLC
INCREASED24,3474,322+20,025+463%$362.0K$2.0M+$1.7M2026-11-06
Financial Insights, Inc.
UNCHANGED24,23824,23800%$2.0M$2.0M-$18.9K2026-10-27
Long Island Wealth Management, Inc.
UNCHANGED24,23024,23000%$2.0M$2.0M-$18.9K2026-10-20
Grandfield & Dodd, LLC
DECREASED24,22024,455-235-1%$2.0M$2.0M-$38.6K2026-10-29
SAX Wealth Advisors, LLC
DECREASED24,14324,423-280-1%$1.8M$2.0M+$169.0K2026-10-13
Chicago Partners Investment Group LLC
INCREASED23,97421,501+2,473+12%$1.8M$1.9M+$175.8K2026-10-27
Atlas Brown,Inc.
INCREASED23,93623,115+821+4%$1.9M$2.0M+$50.1K2026-10-09
Bedel Financial Consulting, Inc.
UNCHANGED23,84923,84900%$2.0M$2.0M-$18.6K2026-11-06
Visionary Wealth Advisors
DECREASED23,73223,818-860%$2.0M$2.0M-$25.7K2026-11-04
Ridgewood Investments LLC
INCREASED23,69323,651+42+0%$2.0M$2.0M-$15.0K2026-10-05
ProVise Management Group, LLC
INCREASED23,46216,481+6,981+42%$1.4M$1.9M+$566.4K2026-11-06
Frankly Finances, LLC
UNCHANGED23,44823,44800%$2.0M$1.9M-$18.3K2026-10-28
GC Wealth Management RIA, LLC
INCREASED23,41122,264+1,147+5%$1.9M$1.9M+$77.8K2026-11-02
Harpswell Capital Advisors, LLC
DECREASED23,36926,600-3,231-12%$2.2M$1.9M-$288.8K2026-10-09
RS Crum Inc.
DECREASED23,19524,430-1,235-5%$2.0M$1.9M-$121.5K2026-10-19
Central Trust Co
DECREASED23,17528,828-5,653-20%$2.4M$1.9M-$491.5K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED23,15222,507+645+3%$1.9K$1.9K+$362026-10-27
Blueprint Financial Advisors LLC
NEW23,102—+23,102——$1.9M—2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED22,64312,453+10,190+82%$1.0M$1.9M+$835.8K2026-10-23
Harrell Investment Partners, LLC
INCREASED22,56622,292+274+1%$1.9M$1.9M+$5.4K2026-10-15
Deseret Mutual Benefit Administrators
NEW22,379—+22,379——$1.9M—2026-11-04
Americana Partners, LLC
INCREASED22,34922,339+10+0%$1.9M$1.9M-$16.6K2026-10-28
Root Financial Partners, LLC
INCREASED22,11015,284+6,826+45%$1.3M$1.8M+$554.4K2026-10-21
White Lighthouse Investment Management Inc.
INCREASED21,94521,733+212+1%$1.8M$1.8M+$6382026-10-21
Hill Island Financial LLC
UNCHANGED21,39421,39400%$1.8M$1.8M-$16.7K2026-10-20
Unify Financial Advisors
NEW21,161—+21,161——$1.8M—2026-11-03
Ackerman Capital Advisors, LLC
INCREASED21,1092,832+18,277+645%$237.2K$1.8M+$1.5M2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED20,92724,027-3,100-13%$2.0M$1.7M-$276.0K2026-11-04
Florida Trust Wealth Management Co
DECREASED20,87621,160-284-1%$1.8M$1.7M-$40.1K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED20,8097,631+13,178+173%$639.1K$1.7M+$1.1M2026-10-29
Briggs Wealth Management, Inc
INCREASED20,71620,713+3+0%$1.7M$1.7M-$15.8K2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED20,65819,091+1,567+8%$1.6M$1.7M+$115.1K2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED20,56220,56200%$1.5M$1.5M$02026-10-26
WealthBridge Investment Counsel Inc.
DECREASED20,49120,561-700%$1.7K$1.7K-$222026-10-13
Shepherd Financial Partners LLC
UNCHANGED20,43920,43900%$1.7M$1.7M-$15.9K2026-11-03
Connecticut Wealth Management, LLC
INCREASED20,41220,076+336+2%$1.7M$1.7M+$12.2K2026-10-13
Greenhouse Wealth Management, LLC
DECREASED20,40620,680-274-1%$1.7M$1.7M-$38.9K2026-10-20
Cypress Point Wealth Management, LLC
DECREASED20,39120,478-870%$1.7M$1.7M-$23.1K2026-11-03
Asempa Wealth Advisors
INCREASED20,25919,994+265+1%$1.7M$1.7M-$3.6K2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED20,22519,464+761+4%$1.6M$1.7M+$48.0K2026-10-16
Anderson Hoagland & Co
DECREASED20,19524,648-4,453-18%$2.1M$1.6M-$430.3K2026-10-23
Northwest Wealth Management, LLC
DECREASED20,00120,888-887-4%$1.7M$1.7M-$89.9K2026-10-30
Gradient Capital Advisors, LLC
DECREASED19,98120,332-351-2%$1.7M$1.7M-$45.0K2026-10-21
Lyell Wealth Management, LP
UNCHANGED19,57019,57000%$1.6M$1.6M-$15.3K2026-10-30
Garde Capital, Inc.
INCREASED19,56819,399+169+1%$1.6M$1.6M-$1.1K2026-10-29
Advus Financial Partners, LLC
INCREASED19,56317,851+1,712+10%$1.5M$1.6M+$128.1K2026-10-20
Ascent Group, LLC
DECREASED19,51021,599-2,089-10%$1.8M$1.6M-$190.2K2026-10-30
SkyOak Wealth, LLC
INCREASED19,41519,218+197+1%$1.6M$1.6M+$1.4K2026-10-28
Curbstone Financial Management Corp
DECREASED19,37819,628-250-1%$1.6M$1.6M-$36.1K2026-10-21
Appleton Partners Inc
DECREASED19,24319,278-350%$1.6M$1.6K-$1.6M2026-10-30
Saxon Interests, Inc.
DECREASED19,14722,647-3,500-15%$1.9M$1.6M-$308.1K2026-10-26
Wedbush Securities Inc
DECREASED19,14019,987-847-4%$1.7M$1.6K-$1.7M2026-10-22
Midland Wealth Advisors, LLC
UNCHANGED18,85918,85900%$1.6M$1.6M-$14.7K2026-10-26
Aries Wealth Management
DECREASED18,40719,547-1,140-6%$1.6M$1.5M-$109.8K2026-10-23
Stockman Wealth Management, Inc.
DECREASED18,25218,942-690-4%$1.6M$1.5M-$72.0K2026-10-27
Foster Dykema Cabot & Partners, LLC
DECREASED18,23418,599-365-2%$1.6M$1.5M-$44.8K2026-10-30
Novem Group
INCREASED18,15218,151+1+0%$1.5M$1.5M-$14.0K2026-10-19
First Interstate Bank
DECREASED18,13918,780-641-3%$1.6M$1.5M-$67.8K2026-10-23
Washington Capital Management, Inc
DECREASED18,07019,570-1,500-8%$1.6M$1.5M-$139.7K2026-10-19
Calamos Wealth Management LLC
UNCHANGED18,00418,00400%$1.5M$1.5M-$14.0K2026-11-02
Lynx Investment Advisory
INCREASED17,81317,491+322+2%$1.5M$1.5M+$13.1K2026-10-27
MontVue Capital Management, Inc.
UNCHANGED17,77417,77400%$1.5M$1.5M-$13.9K2026-10-19
Parthenon LLC
INCREASED17,71116,928+783+5%$1.4M$1.5M+$51.8K2026-10-22
Globalt Investments LLC / GA
UNCHANGED17,71017,71000%$1.5M$1.5M-$13.8K2026-10-27
IFC & Insurance Marketing, Inc.
DECREASED17,66217,728-660%$1.5M$1.5M-$19.3K2026-10-16
Index Fund Advisors, Inc.
INCREASED17,52917,489+40+0%$1.5M$1.5M-$10.3K2026-11-05
CoreCap Advisors, LLC
DECREASED17,34117,355-140%$1.5M$1.4M-$14.6K2026-10-08
City State Bank
DECREASED17,33419,892-2,558-13%$1.7M$1.4M-$227.8K2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED17,14815,136+2,012+13%$1.3M$1.4M+$155.2K2026-10-23
Union Savings Bank
INCREASED16,89515,680+1,215+8%$1.3M$1.4M+$88.6K2026-10-14
Archer Investment Corp
DECREASED16,83017,595-765-4%$1.5M$1.4M-$77.2K2026-11-05
Norris Perne & French LLP
DECREASED16,78816,911-123-1%$1.4M$1.4M-$23.4K2026-10-23
Kohmann Bosshard Financial Services, LLC
UNCHANGED16,68316,68300%$1.4M$1.4M-$13.0K2026-11-04
Manchester Capital Management LLC
DECREASED16,54328,343-11,800-42%$2.4M$1.4M-$1.0M2026-10-22
Dynamic Advisor Solutions LLC
INCREASED16,34415,748+596+4%$1.3M$1.4M+$37.2K2026-10-13
UMB Bank, n.a.
DECREASED16,23018,842-2,612-14%$1.6M$1.3M-$231.4K2026-11-06
Investment Management Trust, LLC
DECREASED15,89216,056-164-1%$1.3M$1.3M-$26.2K2026-11-05
Allegheny Financial Group
INCREASED15,87715,840+37+0%$1.3M$1.3M-$9.3K2026-11-05
Destiny Wealth Partners, LLC
INCREASED15,87315,871+2+0%$1.3M$1.3M-$31.4K2026-11-05
Andrews Advisory Associates, LLC
DECREASED15,80115,812-110%$1.3M$1.3M-$13.2K2026-10-15
Syverson Strege & Co
UNCHANGED15,71815,71800%$1.3M$1.3M-$12.3K2026-11-02
Brewster Financial Planning LLC
DECREASED15,60915,731-122-1%$1.3M$1.3M-$22.4K2026-10-13
Vicus Capital
UNCHANGED15,55815,55800%$1.3M$1.3M-$12.1K2026-11-05
Texas Bank & Trust Co
DECREASED15,54118,041-2,500-14%$1.5M$1.3M-$221.5K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED15,34315,199+144+1%$1.3M$1.3M+$1072026-10-13
Eclectic Associates Inc
UNCHANGED15,22015,22000%$1.3M$1.3M-$11.9K2026-10-09
Insight Advisors, LLC/ PA
INCREASED15,21415,001+213+1%$1.3M$1.3M+$6.0K2026-10-22
New Covenant Trust Company, N.A.
UNCHANGED15,11315,11300%$1.3M$1.3M-$11.8K2026-10-08
Smith Partners Wealth Management, LLC
DECREASED15,08818,477-3,389-18%$1.5M$1.3M-$295.6K2026-11-05
New Perspectives, Inc
DECREASED15,05515,155-100-1%$1.3M$1.2M-$20.1K2026-10-14
Sheets Smith Wealth Management
UNCHANGED15,02715,02700%$1.3M$1.2M-$11.7K2026-10-16
Pioneer Wealth Management Group
UNCHANGED14,82114,82100%$1.2M$1.2M-$11.6K2026-10-09
Petredis Investment Advisors LLC
DECREASED14,71015,160-450-3%$1.3M$1.2M-$49.2K2026-10-20
Snider Financial Group
DECREASED14,64615,166-520-3%$1.3M$1.2M-$55.0K2026-10-16
Blueprint Investment Partners LLC
NEW14,545—+14,545——$1.2M—2026-10-28
Cascade Investment Advisors, Inc.
INCREASED14,54314,469+74+1%$1.2M$1.2M-$5.1K2026-11-02
Procyon Advisors, LLC
INCREASED14,47314,392+81+1%$1.2M$1.2M-$4.5K2026-10-21
Embree Financial Group
NEW14,449—+14,449——$1.2M—2026-10-22
Smith & Howard Wealth Management, LLC
DECREASED14,44814,490-420%$1.2M$1.2M-$14.8K2026-10-27
Sepio Capital, LP
INCREASED14,41212,859+1,553+12%$1.1M$1.2M+$118.9K2026-10-22
Krilogy Financial LLC
INCREASED14,41214,263+149+1%$1.2M$1.2M-$5.7K2026-10-13
Englebert Financial Advisers, LLC
DECREASED14,35814,979-621-4%$1.3M$1.2M-$63.3K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED14,33214,432-100-1%$1.2M$1.2M-$19.6K2026-11-02
Gould Asset Management LLC
INCREASED14,30014,275+25+0%$1.2M$1.2M-$9.1K2026-11-06
Rossby Financial, LCC
INCREASED14,2289,813+4,415+45%$821.8K$1.2M+$358.6K2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED14,17514,17500%$1.2M$1.2M-$11.0K2026-10-16
Serenity Investment Advisors
INCREASED14,1727,866+6,306+80%$668.5K$1.2M+$507.3K2026-10-30
Private Trust Co NA
INCREASED14,15013,204+946+7%$1.1M$1.2M+$68.2K2026-10-20
Farmers & Merchants Trust Co of Long Beach
UNCHANGED14,11114,11100%$1.2M$1.2M-$11.0K2026-10-22
GSG Advisors LLC
INCREASED14,10814,087+21+0%$1.2M$1.2M-$9.3K2026-11-03
Wealth Architects, LLC
DECREASED14,09514,124-290%$1.2M$1.2M-$13.4K2026-11-03
Davis Capital Management
UNCHANGED13,91313,91300%$1.2M$1.2M-$10.9K2026-10-08
Manske Wealth Management
UNCHANGED13,87913,87900%$1.2M$1.2M-$10.8K2026-10-26
Chemistry Wealth Management LLC
UNCHANGED13,84813,84800%$1.2M$1.1M-$10.8K2026-10-16
Bath Savings Trust Co
INCREASED13,5453,045+10,500+345%$255.0K$1.1M+$868.8K2026-10-07
One Degree Advisors Inc
DECREASED13,43613,796-360-3%$1.1K$1.1M+$1.1M2026-11-06
Skyline Advisors, Inc.
INCREASED13,41513,414+1+0%$1.1M$1.1M-$10.4K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED13,39712,986+411+3%$1.1M$1.1M+$24.0K2026-10-22
Nilsine Partners, LLC
NEW13,325—+13,325——$1.1M—2026-11-02
Brookstone Capital Management
INCREASED13,11512,483+632+5%$1.0M$1.1M+$42.7K2026-10-22
Summit Financial Strategies, Inc.
UNCHANGED13,00213,00200%$1.1M$1.1M-$10.1K2026-10-14
Heirloom Wealth Management
UNCHANGED12,89412,89400%$1.1M$1.1M-$10.1K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED12,74810,289+2,459+24%$861.7K$1.1M+$196.0K2026-10-22
Noble Family Wealth, LLC
DECREASED12,73312,949-216-2%$1.1M$1.1M-$28.0K2026-10-26
Occidental Asset Management, LLC
DECREASED12,72713,148-421-3%$1.1M$1.1M-$45.2K2026-11-05
Porter White Investment Advisors, Inc.
INCREASED12,6586,314+6,344+100%$528.8K$1.1M+$521.4K2026-10-14
Farrell Financial LLC
INCREASED12,56212,377+185+1%$1.0M$1.0M+$5.6K2026-10-16
Quattro Financial Advisors LLC
UNCHANGED12,50012,50000%$1.0M$1.0M-$9.8K2026-10-15
Richard C. Young & Co., Ltd.
DECREASED12,43312,646-213-2%$1.1M$1.0M-$27.6K2026-11-04
Valeo Financial Advisors, LLC
DECREASED12,36613,208-842-6%$1.1M$1.0M-$80.2K2026-10-08
MBL Wealth, LLC
DECREASED12,30612,522-216-2%$1.0M$1.0M-$27.7K2026-10-22
Waystone Advisors LLC
UNCHANGED12,29412,29400%$1.0M$1.0M$02026-10-16
Bull Street Advisors, LLC
INCREASED12,25811,368+890+8%$952.0K$1.0K-$951.0K2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED12,24912,407-158-1%$1.0M$1.0M-$22.8K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED12,16210,561+1,601+15%$884.5K$1.0M+$124.6K2026-10-14
Rebalance, LLC
INCREASED12,11112,105+6+0%$1.0M$1.0M-$8.9K2026-10-22
Phraction Management LLC
UNCHANGED12,06212,06200%$1.0M$1.0M-$9.4K2026-10-14
Mccarter Private Wealth Services LLC
DECREASED12,00013,000-1,000-8%$1.1M$995.6K-$93.1K2026-10-22
Factory Mutual Insurance Co
UNCHANGED12,00012,00000%$1.0M$995.6K-$9.4K2026-10-30
First Citizens Bank & Trust Co
DECREASED11,83111,884-530%$995.3K$981.6K-$13.7K2026-10-14
Worth Asset Management, LLC
DECREASED11,82413,216-1,392-11%$1.1M$981.0K-$125.8K2026-10-07
JFS Wealth Advisors, LLC
DECREASED11,80016,569-4,769-29%$1.4M$979.0K-$408.6K2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED11,75411,75400%$984.4K$975.2K-$9.2K2026-10-16
Busey Bank
INCREASED11,69711,431+266+2%$957.3K$970.5K+$13.2K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED11,67310,522+1,151+11%$881.3K$968.5K+$87.2K2026-10-20
Prairie Advisory, LLC
INCREASED11,6505,825+5,825+100%$487.8K$966.6K+$478.8K2026-10-19
One Day In July LLC
UNCHANGED11,61011,61000%$972.3K$963.3K-$9.1K2026-10-30
71 West Capital Partners
INCREASED11,57710,291+1,286+13%$861.9K$960.5K+$98.7K2026-11-04
Solidarity Wealth, LLC
UNCHANGED11,49011,49000%$962.3K$953.3K-$9.0K2026-10-15
Traveka Wealth, LLC
INCREASED11,48311,232+251+2%$940.7K$952.7K+$12.1K2026-10-19
McClarren Financial Advisors, Inc.
DECREASED11,44912,174-725-6%$1.0M$949.9K-$69.7K2026-10-15
Forza Wealth Management, LLC
DECREASED11,42011,820-400-3%$989.9K$947.5K-$42.4K2026-10-20
Upper Left Wealth Management, LLC
DECREASED11,39345,703-34,310-75%$3.8M$945.3K-$2.9M2026-10-14
First American Bank
INCREASED11,3518,839+2,512+28%$740.3K$941.8K+$201.5K2026-10-27
Stonebridge Financial Group, LLC
DECREASED11,33111,369-380%$952.2K$940.1K-$12.0K2026-10-01
Old National Bancorp
DECREASED11,32511,474-149-1%$960.9K$939.6K-$21.3K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED11,26911,268+1+0%$943.7K$935.0K-$8.7K2026-11-04
Capital City Trust Co
INCREASED11,26311,175+88+1%$935.9K$934.5K-$1.4K2026-10-22
Eastern Bank
UNCHANGED11,20011,20000%$938.0K$929.3K-$8.7K2026-10-05
Smith Salley Wealth Management
INCREASED11,1948,824+2,370+27%$739.0K$928.8K+$189.8K2026-11-03
Probity Advisors, Inc.
UNCHANGED11,12011,12000%$931.3K$922.6K-$8.7K2026-10-23
Trace Wealth Advisors, LLC
UNCHANGED11,11411,11400%$930.8K$922.1K-$8.7K2026-10-30
Allstreet Capital Advisors LLC
UNCHANGED11,06111,06100%$926.3K$917.7K-$8.6K2026-11-04
Vilga Financial Planning LLC
UNCHANGED11,00011,00000%$921.3K$912.7K-$8.6K2026-10-09
Retirement Planning Group, LLC
INCREASED10,97110,970+1+0%$918.7K$910.3K-$8.4K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED10,7707,665+3,105+41%$641.9K$893.6K+$251.6K2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED10,74710,748-10%$900.1K$891.7K-$8.4K2026-10-08
Dagco, Inc.
DECREASED10,63610,825-189-2%$906.6K$882.5K-$24.1K2026-10-20
Summit Wealth Group LLC / Co
INCREASED10,5999,953+646+6%$833.6K$879.4K+$45.8K2026-10-29
Omni 360 Wealth, Inc.
INCREASED10,58110,572+9+0%$885.4K$877.9K-$7.5K2026-10-13
OAK Family Advisors, LLC
INCREASED10,56210,511+51+0%$880.3K$876.3K-$4.0K2026-10-19
Signaturefd, LLC
DECREASED10,56115,361-4,800-31%$1.3M$876.3K-$410.2K2026-10-23
Personal CFO Solutions, LLC
INCREASED10,50310,494+9+0%$878.9K$871.4K-$7.4K2026-11-06
Howard Financial Services, Ltd.
UNCHANGED10,45310,45300%$875.4K$867.3K-$8.1K2026-10-15
Beaumont Financial Advisors, LLC
DECREASED10,42710,943-516-5%$916.5K$865.1K-$51.3K2026-10-22
Duncker Streett & Co Inc
INCREASED10,3968,444+1,952+23%$707.2K$862.5K+$155.4K2026-10-27
Strategic Blueprint, LLC
INCREASED10,3547,990+2,364+30%$669.1K$859.1K+$189.9K2026-10-22
Fortress Financial Solutions, LLC
NEW10,296—+10,296——$854.3K—2026-10-14
Opulen Financial Group LLC
INCREASED10,24610,183+63+1%$852.8K$850.1K-$2.7K2026-10-22
TrustWell Financial Advisors, LLC
INCREASED10,1969,861+335+3%$825.9K$846.0K+$20.1K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED10,1059,725+380+4%$809.3K$838.4K+$29.1K2026-10-13
Banque Pictet & CIE SA
NEW10,000—+10,000——$829.7K—2026-10-16
Winthrop Advisory Group LLC
DECREASED9,99812,310-2,312-19%$1.0M$829.6K-$201.4K2026-10-22
Summit Global Investments
UNCHANGED9,9669,96600%$835.0K$827-$834.2K2026-10-28
Evergreen Advisors, LLC
INCREASED9,9009,877+23+0%$827.2K$821.4K-$5.8K2026-10-28
Valued Retirements, Inc.
UNCHANGED9,7199,71900%$814.0K$806.4K-$7.6K2026-11-06
Christensen, King & Associates Investment Services, Inc.
INCREASED9,6689,070+598+7%$759.6K$802.1K+$42.6K2026-10-22
EdgeRock Capital LLC
INCREASED9,6453,170+6,475+204%$265.5K$800.2K+$534.8K2026-11-03
Quadrant Capital Group LLC
UNCHANGED9,6369,63600%$807.0K$796.0K-$11.0K2026-10-20
Catalyst Financial Partners LLC
UNCHANGED9,6219,62100%$805.8K$798.3K-$7.5K2026-11-06
Wealth Dimensions Group, Ltd.
INCREASED9,6099,603+6+0%$804.2K$797.2K-$7.0K2026-11-02
RTD Financial Advisors, Inc.
DECREASED9,5829,686-104-1%$811.2K$795.0K-$16.2K2026-10-09
Investment Research & Advisory Group, Inc.
INCREASED9,5719,549+22+0%$850.4K$843.8K-$6.6K2026-10-19
Life Planning Partners, Inc
DECREASED9,56213,886-4,324-31%$1.2M$793.4K-$369.5K2026-10-28
Ellis Investment Partners, LLC
INCREASED9,1978,944+253+3%$749.1K$763.1K+$14.0K2026-10-21
Fullerton Advisors, LLC
INCREASED9,1979,174+23+0%$768.4K$763.1K-$5.3K2026-10-14
Sageworth Trust Co
UNCHANGED9,1519,15100%$766.4K$759.3K-$7.1K2026-10-30
Carrera Capital Advisors
INCREASED9,1268,753+373+4%$733.1K$757.2K+$24.1K2026-11-03
XY Planning Network, Inc.
INCREASED9,1018,046+1,055+13%$673.9K$755.1K+$81.3K2026-10-14
10Elms LLP
INCREASED9,0988,658+440+5%$725.1K$754.9K+$29.8K2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED9,06527,234-18,169-67%$2.3M$752.1K-$1.5M2026-10-20
LMG Wealth Partners, LLC
UNCHANGED9,0189,01800%$755.3K$748.2K-$7.0K2026-11-05
Sigma Investment Counselors Inc
NEW9,012—+9,012——$747.7K—2026-10-27
Slow Capital, Inc.
DECREASED9,0089,271-263-3%$776.4K$747.4K-$29.1K2026-10-23
Annex Advisory Services, LLC
DECREASED9,00010,426-1,426-14%$873.2K$746.7K-$126.4K2026-10-16
Portfolio Resources Advisor Group, Inc.
INCREASED8,9268,015+911+11%$671.3K$740.6K+$69.3K2026-10-20
Lakewood Asset Management LLC
INCREASED8,9118,905+6+0%$745.8K$739.4K-$6.4K2026-10-26
Anson Capital, Inc.
DECREASED8,9078,988-81-1%$752.7K$739.0K-$13.7K2026-10-23
Berman McAleer LLC
UNCHANGED8,8758,87500%$743.3K$736.4K-$6.9K2026-10-16
Hall Laurie J Trustee
UNCHANGED8,8618,86100%$742.1K$735.2K-$6.9K2026-10-06
Equita Financial Network, Inc.
INCREASED8,8148,794+20+0%$736.5K$731.3K-$5.2K2026-10-19
Diversify Wealth Management, LLC
INCREASED8,8085,049+3,759+74%$414.1K$722.3K+$308.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED8,8085,049+3,759+74%$414.1K$722.3K+$308.2K2026-10-20
Sagespring Wealth Partners, LLC
DECREASED8,7439,772-1,029-11%$818.4K$725.4K-$93.1K2026-10-22
Davidson Kahn Capital Management, LLC
UNCHANGED8,6678,66700%$725.8K$719.1K-$6.8K2026-10-26
Parker Financial LLC
UNCHANGED8,6448,64400%$723.9K$717.2K-$6.7K2026-11-05
Kagan Cocozza Asset Management
DECREASED8,5128,556-44-1%$716.6K$706.3K-$10.3K2026-10-19
Argyle Capital Partners, LLC
INCREASED8,4848,421+63+1%$705.3K$704.0K-$1.3K2026-10-23
Charles Schwab Trust Co
INCREASED8,4807,480+1,000+13%$626.5K$703.6K+$77.1K2026-10-15
Legacy Wealth Partners, LLC
DECREASED8,4508,984-534-6%$752.4K$701.1K-$51.3K2026-10-15
Martel Wealth Advisors LLC
INCREASED8,4158,395+20+0%$703.1K$698.2K-$4.9K2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED8,3696,674+1,695+25%$558.9K$694.4K+$135.4K2026-11-02
Asset Dedication, LLC
DECREASED8,36710,396-2,029-20%$870.7K$694.2K-$176.5K2026-11-03
Tannin Capital LLC
INCREASED8,3666,064+2,302+38%$507.9K$694.1K+$186.3K2026-11-05
Collective Family Office LLC
UNCHANGED8,3358,33500%$698.1K$691.6K-$6.5K2026-10-05
Level Four Advisory Services, LLC
INCREASED8,3177,790+527+7%$652.4K$690.1K+$37.7K2026-11-06
Gleason Group, Inc.
INCREASED8,2898,270+19+0%$692.6K$687.7K-$4.9K2026-10-15
Gamma Investing LLC
INCREASED8,2648,227+37+0%$689.0K$685.7K-$3.3K2026-10-08
Murphy Pohlad Asset Management LLC
INCREASED8,2557,154+1,101+15%$599.1K$684.9K+$85.8K2026-10-22
Lmcg Investments, LLC
UNCHANGED8,1288,12800%$680.7K$674.4K-$6.3K2026-10-21
Bay Capital Advisors, LLC
DECREASED8,0488,541-493-6%$715.3K$667.7K-$47.6K2026-10-16
Ethic Inc.
INCREASED8,0214,800+3,221+67%$402.0K$665.5K+$263.5K2026-11-03
Grove Bank & Trust
UNCHANGED8,0118,01100%$670.9K$664.7K-$6.2K2026-10-08
Alpha Omega Wealth Management LLC
DECREASED8,0038,027-240%$672.3K$664.0K-$8.3K2026-10-23
EagleClaw Capital Managment, LLC
DECREASED8,0008,700-700-8%$728.6K$663.8K-$64.9K2026-11-06
YHB Investment Advisors, Inc.
DECREASED7,9408,096-156-2%$678.0K$658.8K-$19.3K2026-10-08
Ryan Investment Management, Inc.
INCREASED7,9307,486+444+6%$627.0K$658.0K+$31.0K2026-10-20
Sowell Financial Services LLC
DECREASED7,9168,052-136-2%$674.4K$656.8K-$17.6K2026-10-23
Elmwood Wealth Management, Inc.
INCREASED7,9094,831+3,078+64%$404.6K$656.2K+$251.5K2026-10-14
Ferguson Wellman Capital Management, Inc
DECREASED7,8688,323-455-5%$697.1K$652.8K-$44.2K2026-10-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,8487,686+162+2%$643.7K$651.2K+$7.4K2026-10-14
SeaCrest Wealth Management, LLC
DECREASED7,8368,011-175-2%$670.9K$650.2K-$20.7K2026-10-21
Soltis Investment Advisors LLC
INCREASED7,8137,812+1+0%$654.3K$648.2K-$6.1K2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED7,7757,77500%$651.2K$645.1K-$6.1K2026-11-05
Quantify Chaos Advisors, LLC
INCREASED7,7566,961+795+11%$583.0K$643.5K+$60.5K2026-11-04
Csenge Advisory Group
DECREASED7,7447,942-198-2%$665.2K$642.5K-$22.7K2026-11-04
Capital Investment Advisors, LLC
DECREASED7,6859,212-1,527-17%$771.5K$637.7K-$133.8K2026-10-22
Cascade Investment Group, Inc.
UNCHANGED7,6517,65100%$640.8K$634.8K-$6.0K2026-10-13
Realta Investment Advisors
DECREASED7,6507,700-50-1%$644.9K$634.7K-$10.2K2026-10-14
Ashton Thomas Securities, LLC
INCREASED7,6447,269+375+5%$608.8K$629.6K+$20.8K2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED7,6177,961-344-4%$666.7K$632.0K-$34.8K2026-10-27
Boston Trust Walden Corp
DECREASED7,5667,571-50%$634.1K$627.8K-$6.3K2026-10-30
Diversified Management Inc
UNCHANGED7,5487,54800%$632.1K$626.3K-$5.9K2026-10-08
Droms Strauss Advisors Inc
DECREASED7,5367,672-136-2%$642.5K$625.2K-$17.3K2026-11-03
Pine Haven Investment Counsel, Inc
INCREASED7,5357,534+1+0%$631.0K$625.1K-$5.9K2026-11-02
Fairway Wealth LLC
INCREASED7,5147,503+11+0%$628.4K$623.4K-$5.0K2026-10-30
Smallwood Wealth Investment Management, LLC
DECREASED7,4957,702-207-3%$645.0K$621.9K-$23.2K2026-10-30
Sierra Summit Advisors LLC
DECREASED7,4858,537-1,052-12%$715.0K$621.0K-$93.9K2026-10-28
Grandview Asset Management LLC
INCREASED7,4294,314+3,115+72%$361.3K$616.4K+$255.1K2026-10-19
Independent Financial Group, LLC
INCREASED7,4087,174+234+3%$600.8K$614.6K+$13.8K2026-10-13
Nicholas Wealth, Llc.
INCREASED7,3676,170+1,197+19%$516.8K$611.2K+$94.5K2026-10-26
Armbruster Capital Management, Inc.
DECREASED7,2997,351-52-1%$615.6K$605.6K-$10.0K2026-10-19
Single Point Partners, LLC
DECREASED7,2857,349-64-1%$615.5K$604.4K-$11.0K2026-10-19
Capstone Wealth Management Group, LLC
DECREASED7,2607,431-171-2%$622.3K$518.2K-$104.2K2026-11-05
Livet Wealth, LLC
DECREASED7,2477,812-565-7%$654.2K$601.3K-$52.9K2026-10-27
Independent Wealth Advisors LLC
INCREASED7,2407,239+1+0%$606.2K$600.7K-$5.5K2026-10-27
Detalus Advisors, LLC
INCREASED7,2257,177+48+1%$601.0K$599.4K-$1.6K2026-10-15
NIA Impact Advisors, LLC
UNCHANGED7,2127,21200%$604.0K$598.4K-$5.6K2026-11-04
Northern Capital Management, Inc.
UNCHANGED7,1487,14800%$598.6K$593.1K-$5.6K2026-11-05
Silver Oak Advisory Group, Inc.
INCREASED7,0727,064+8+0%$591.0K$586.7K-$4.3K2026-11-06
CRA Financial Services, LLC
UNCHANGED6,9736,97300%$584.0K$578.6K-$5.4K2026-10-16
Palatine Hill Wealth Management, LLC
DECREASED6,9607,220-260-4%$604.7K$577.5K-$27.2K2026-11-03
First Growth Capital LLC
UNCHANGED6,9566,95600%$582.6K$577.1K-$5.4K2026-10-15
Sentinel Pension Advisors, LLC
INCREASED6,8863,166+3,720+118%$258.3K$571.4K+$313.1K2026-11-02
ZynergyRetirementPlanningLLC
UNCHANGED6,8546,85400%$574.0K$568.7K-$5.3K2026-10-08
Magnus Financial Group LLC
NEW6,826—+6,826——$566.4K—2026-10-21
LifePlan Financial, LLC
INCREASED6,8096,603+206+3%$553.0K$559.6K+$6.6K2026-10-13
Orgel Wealth Management, LLC
UNCHANGED6,7506,75000%$565.3K$560.0K-$5.3K2026-10-14
Leo Wealth, LLC
NEW6,730—+6,730——$558.4K—2026-10-26
Clarity Capital Advisors, LLC
INCREASED6,7236,708+15+0%$561.8K$557.8K-$4.0K2026-10-27
Portland Financial Advisors Inc
UNCHANGED6,6936,69300%$560.5K$555.3K-$5.2K2026-10-26
Integrity Alliance, Llc.
INCREASED6,6606,249+411+7%$523.4K$552.6K+$29.3K2026-10-29
Park Edge Advisors, LLC
INCREASED6,6364,100+2,536+62%$343.4K$550.6K+$207.2K2026-10-28
Cranbrook Wealth Management, LLC
DECREASED6,6226,922-300-4%$579.7K$549.4K-$30.3K2026-10-28
Rockwood Wealth Management, LLC
UNCHANGED6,6026,60200%$552.9K$547.8K-$5.2K2026-10-27
McGlone Suttner Wealth Management, Inc.
UNCHANGED6,5846,58400%$551.4K$546.3K-$5.1K2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED6,5636,56300%$549.7K$544.5K-$5.1K2026-10-23
Fusion Capital, LLC
DECREASED6,5296,582-53-1%$551.2K$541.7K-$9.5K2026-10-28
NorthLanding Financial Partners, LLC
UNCHANGED6,5206,52000%$546.0K$540.9K-$5.1K2026-10-15
Pillar Financial Advisors, LLC
UNCHANGED6,5166,51600%$545.7K$540.6K-$5.1K2026-10-21
4Wealth Advisors, Inc.
INCREASED6,5005,357+1,143+21%$445.8K$543.1K+$97.3K2026-10-13
Riverbend Wealth Management, LLC
DECREASED6,4686,747-279-4%$565.0K$536.6K-$28.4K2026-10-15
Carolina Wealth Management Inc
UNCHANGED6,4406,44000%$539.4K$534.3K-$5.0K2026-10-29
Moneco Advisors, LLC
INCREASED6,3986,386+12+0%$534.8K$530.9K-$3.9K2026-11-05
Pathway Financial Advisors LLC
INCREASED6,3915,782+609+11%$479.8K$530.3K+$50.5K2026-10-07
Jacobi Capital Management LLC
DECREASED6,3876,554-167-3%$548.9K$529.9K-$18.9K2026-11-05
Liberty Capital Management, Inc.
UNCHANGED6,3726,37200%$533.7K$528.7K-$5.0K2026-11-02
Grant Street Asset Management, Inc.
INCREASED6,2645,637+627+11%$472.1K$519.7K+$47.6K2026-10-26
Topel & Distasi Wealth Management, LLC
DECREASED6,2396,245-60%$523.0K$517.7K-$5.4K2026-11-05
Fairman Group, LLC
INCREASED6,2325,300+932+18%$443.9K$517.1K+$73.2K2026-10-26
Mitchell Sinkler & Starr
UNCHANGED6,1946,19400%$518.7K$513.9K-$4.8K2026-10-13
Glaxis Capital Management, LLC
UNCHANGED6,1856,18500%$954.3K$960.2K+$5.9K2026-11-02
First Nebraska Trust Co
UNCHANGED6,1396,13900%$514.1K$509.4K-$4.8K2026-10-30
Financial Perspectives, Inc
INCREASED6,1212,657+3,464+130%$222.5K$507.9K+$285.4K2026-11-03
Balboa Wealth Partners
DECREASED6,1136,150-37-1%$515.1K$507.2K-$7.9K2026-10-20
Dutch Asset Corp
INCREASED6,0624,660+1,402+30%$390.3K$503.0K+$112.7K2026-10-20
Sentry LLC
DECREASED6,0467,654-1,608-21%$641.0K$501.6K-$139.4K2026-10-30
First National Trust Co
NEW6,040—+6,040——$501.1K—2026-10-28
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED5,9996,074-75-1%$508.7K$497.8K-$11.0K2026-10-27
Central Pacific Bank - Trust Division
INCREASED5,9465,290+656+12%$443.0K$493.3K+$50.3K2026-10-06
SVB Wealth LLC
INCREASED5,9262,969+2,957+100%$248.7K$491.7K+$243.0K2026-11-06
Blue Trust, Inc.
INCREASED5,9235,276+647+12%$441.9K$491.4K+$49.6K2026-10-15
Cherrydale Wealth Management, LLC
INCREASED5,9225,908+14+0%$494.8K$491.3K-$3.5K2026-10-20
Cahaba Wealth Management, Inc.
NEW5,850—+5,850——$485.3K—2026-10-26
First Merchants Corp
INCREASED5,8225,164+658+13%$432.5K$483.1K+$50.6K2026-10-15
Wiser Wealth Management, Inc
DECREASED5,7726,559-787-12%$549.3K$478.9K-$70.4K2026-10-14
Sapient Capital LLC
INCREASED5,7475,586+161+3%$467.8K$476.8K+$9.0K2026-10-08
HBK Sorce Advisory LLC
DECREASED5,74113,529-7,788-58%$1.1M$454.1K-$690.1K2026-11-06
Tactive Advisors, LLC
DECREASED5,7396,212-473-8%$520.2K$476.2K-$44.1K2026-10-08
McLean Asset Management Corp
UNCHANGED5,7305,73000%$474.7K$453.2K-$21.5K2026-11-06
Roman Butler Fullerton & Co
DECREASED5,6995,700-10%$467.4K$463.8K-$3.6K2026-10-27
Stordahl Capital Management, Inc.
UNCHANGED5,6825,68200%$475.9K$471.4K-$4.4K2026-10-22
GoalFusion Wealth Management, LLC
UNCHANGED5,6255,62500%$471.1K$466.7K-$4.4K2026-10-06
Claro Advisors Inc.
DECREASED5,5535,878-325-6%$492.3K$460.7K-$31.5K2026-11-02
Purkiss Capital Advisors LLC
UNCHANGED5,5505,55000%$464.8K$460.5K-$4.3K2026-11-06
55 North Private Wealth, LLC
INCREASED5,4725,200+272+5%$435.5K$454.0K+$18.5K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED5,3955,720-325-6%$479.0K$447.6K-$31.4K2026-11-04
Tenon Financial LLC
NEW5,391—+5,391——$447.3K—2026-10-14
Carmel Capital Partners, LLC
UNCHANGED5,3345,33400%$446.7K$442.6K-$4.2K2026-11-03
Polaris Investment Advisors, LLC
UNCHANGED5,3295,32900%$446.3K$442.1K-$4.2K2026-10-20
Northstar Asset Management Co
DECREASED5,3235,798-475-8%$473.2K$437.2K-$36.0K2026-10-22
High Net Worth Advisory Group LLC
UNCHANGED5,3005,30000%$443.9K$439.7K-$4.1K2026-10-26
Manuka Financial, LLC
INCREASED5,2915,287+4+0%$442.8K$439.0K-$3.8K2026-10-16
Waller Financial Planning Group, Inc
DECREASED5,2575,419-162-3%$453.8K$436.2K-$17.7K2026-10-07
BKM Wealth Management, LLC
UNCHANGED5,2475,24700%$439.4K$435.3K-$4.1K2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED5,2465,649-403-7%$473.1K$435.3K-$37.8K2026-10-27
Lazari Capital Management, Inc.
DECREASED5,2175,708-491-9%$478.1K$432.9K-$45.2K2026-10-20
Nations Financial Group Inc,
INCREASED5,1445,139+5+0%$430.4K$426.8K-$3.6K2026-11-05
Courage Miller Partners, LLC
DECREASED5,1435,157-140%$431.9K$426.7K-$5.2K2026-10-21
Williams Jones Wealth Management, Llc.
UNCHANGED5,1385,13800%$430.3K$426.3K-$4.0K2026-11-05
Vantage Investment Partners, LLC
UNCHANGED5,1205,12000%$428.8K$424.8K-$4.0K2026-10-27
Truefg, LLC
INCREASED5,1104,736+374+8%$396.6K$424.0K+$27.3K2026-10-15
Innova Wealth Partners
UNCHANGED5,0675,06700%$424.4K$420.4K-$3.9K2026-10-21
Entrewealth, LLC
INCREASED5,0334,980+53+1%$420.2K$417.6K-$2.6K2026-10-14
Moody Lynn Lieberson & Walker, LLC
DECREASED5,0225,795-773-13%$485.3K$416.7K-$68.7K2026-10-14
Canvas Wealth Advisors, LLC
UNCHANGED5,0005,00000%$418.8K$409.5K-$9.3K2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED4,9824,98200%$417.3K$413.4K-$3.9K2026-11-04
Fonville Wealth Management LLC
UNCHANGED4,9764,97600%$416.7K$412.9K-$3.9K2026-10-28
Peterson Wealth Advisors, LLC
UNCHANGED4,9694,96900%$416.2K$412.3K-$3.9K2026-10-08
Mission Financial Group, LLC
DECREASED4,9435,597-654-12%$468.8K$410.1K-$58.6K2026-10-21
Symmetry Partners, LLC
INCREASED4,9024,461+441+10%$373.6K$406.7K+$33.1K2026-10-27
S.A. Mason LLC
INCREASED4,8864,881+5+0%$408.8K$405.4K-$3.4K2026-10-13
Vision Capital Management, Inc.
UNCHANGED4,8624,86200%$407.2K$403.4K-$3.8K2026-10-20
Shayne & Jacobs, LLC
UNCHANGED4,8604,86000%$407.0K$403.2K-$3.8K2026-10-21
WealthPlan Investment Management, LLC
DECREASED4,7934,798-50%$401.8K$397.7K-$4.2K2026-10-15
Compound Planning, Inc.
DECREASED4,7616,604-1,843-28%$553.1K$395.0K-$158.1K2026-11-05
Titleist Asset Management, LLC
UNCHANGED4,7564,75600%$398.3K$394.6K-$3.7K2026-10-08
Stone Summit Wealth LLC
UNCHANGED4,7554,75500%$398.2K$394.5K-$3.7K2026-10-14
Old Mission Investment Co LLC
UNCHANGED4,7544,75400%$398.1K$394.4K-$3.7K2026-10-22
Successful Portfolios LLC
INCREASED4,7534,752+1+0%$396.7K$398.6K+$1.9K2026-10-09
Hurley Capital, LLC
INCREASED4,6994,143+556+13%$347.0K$389.9K+$43.0K2026-11-05
Oppenheimer Asset Management Inc.
NEW4,694—+4,694——$389.5K—2026-10-27
Caldwell Trust Co
UNCHANGED4,6864,68600%$392.5K$388.8K-$3.7K2026-10-30
Smith Chas P & Associates PA Cpas
UNCHANGED4,6354,63500%$388.2K$377.9K-$10.2K2026-10-22
MFA Wealth Services
INCREASED4,6284,626+2+0%$387.5K$384.0K-$3.5K2026-10-14
Hedges Asset Management LLC
UNCHANGED4,6004,60000%$385.3K$381.7K-$3.6K2026-10-29
Baxter Bros Inc
UNCHANGED4,5854,58500%$384.0K$380.4K-$3.6K2026-11-04
Bokf, NA
DECREASED4,5834,713-130-3%$394.7K$380.3K-$14.5K2026-10-27
Castleview Partners, LLC
INCREASED4,5594,377+182+4%$366.6K$378.3K+$11.7K2026-10-09
Visionary Horizons, LLC
DECREASED4,5474,777-230-5%$400.1K$377.3K-$22.8K2026-10-22
Centurion Wealth Management LLC
NEW4,542—+4,542——$376.9K—2026-10-13
BAR Harbor Wealth Management
NEW4,541—+4,541——$376.8K—2026-10-21
SFE Investment Counsel
DECREASED4,5377,647-3,110-41%$640.4K$376.4K-$264.0K2026-10-29
Planned Solutions, Inc.
UNCHANGED4,4924,49200%$376.2K$372.7K-$3.5K2026-10-19
Eagle Global Advisors LLC
INCREASED4,4854,375+110+3%$366.4K$372.1K+$5.7K2026-11-02
Forum Financial Management, LP
INCREASED4,4693,922+547+14%$328.5K$370.8K+$42.3K2026-10-16
Golden State Wealth Management, LLC
DECREASED4,4424,614-172-4%$386.4K$368.6K-$17.9K2026-11-02
Equitable Trust Co
UNCHANGED4,4184,41800%$370.0K$366.6K-$3.4K2026-10-13
Guidance Capital, Inc
UNCHANGED4,3924,39200%$361.1K$355.1K-$6.0K2026-11-03
Robinswood Financial LLC
DECREASED4,3897,814-3,425-44%$654.5K$357.1K-$297.4K2026-10-20
MidAtlantic Capital Management, Inc.
UNCHANGED4,3854,38500%$367.2K$363.8K-$3.4K2026-11-05
Southland Equity Partners LLC
DECREASED4,3834,483-100-2%$375.5K$363.7K-$11.8K2026-10-14
FSM Wealth Advisors, LLC
UNCHANGED4,3654,36500%$365.6K$358.7K-$6.9K2026-10-27
Balance Wealth Partners LLC
DECREASED4,3554,636-281-6%$388.2K$361.3K-$26.9K2026-10-27
CX Institutional
INCREASED4,3483,538+810+23%$296$361+$652026-10-02
Oarsman Capital, Inc.
DECREASED4,3484,391-43-1%$367.7K$360.8K-$7.0K2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED4,3243,626+698+19%$303.7K$358.8K+$55.1K2026-10-28
Stephenson & Company, Inc.
INCREASED4,3204,314+6+0%$361.3K$358.4K-$2.9K2026-10-30
Pavion Blue Capital, LLC
UNCHANGED4,3064,30600%$360.6K$357.3K-$3.4K2026-11-05
First Bancorp, Inc
UNCHANGED4,2704,27000%$357.6K$354.3K-$3.3K2026-10-26
Fulton Bank, N.A.
INCREASED4,2414,039+202+5%$338.3K$351.9K+$13.6K2026-10-14
Radnor Capital Management, LLC
INCREASED4,2394,181+58+1%$350.2K$351.7K+$1.6K2026-10-23
World Equity Group, Inc.
DECREASED4,2224,528-306-7%$379.2K$350.3K-$28.9K2026-10-14
Resonant Capital Advisors, LLC
UNCHANGED4,1974,19700%$351.5K$348.2K-$3.3K2026-10-15
BlueSky Wealth Advisors, LLC
UNCHANGED4,1904,19000%$350.9K$347.6K-$3.3K2026-10-29
BCS Wealth Management
UNCHANGED4,1604,16000%$348.4K$345.2K-$3.2K2026-11-03
LWM Advisors Inc
INCREASED4,1303,950+180+5%$330.8K$342.7K+$11.9K2026-10-08
Retirement Planning Co of New England, Inc.
DECREASED4,1214,221-100-2%$353.5K$341.9K-$11.6K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED4,1164,302-186-4%$360.3K$341.5K-$18.8K2026-10-05
American Financial & TAX Strategies Inc
DECREASED4,0994,119-200%$345.0K$340.1K-$4.9K2026-10-16
Adirondack Capital Advisors, LLC
INCREASED4,0634,053+10+0%$339.5K$337.1K-$2.4K2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED4,0623,201+861+27%$268.0K$337.0K+$68.9K2026-10-29
Vista Capital Partners, Inc.
INCREASED4,0564,055+1+0%$339.6K$336.5K-$3.0K2026-11-06
Rodgers & Associates, LTD
UNCHANGED4,0454,04500%$338.8K$335.6K-$3.2K2026-10-20
Promethium Advisors,llc
UNCHANGED4,0214,02100%$336.8K$333.6K-$3.1K2026-10-19
PKS Advisory Services, LLC
UNCHANGED4,0124,01200%$336.0K$336.0K$02026-10-26
Armstrong Advisory Group, Inc
INCREASED4,0093,812+197+5%$319.3K$332.6K+$13.4K2026-10-09
Montag A & Associates Inc
INCREASED4,0003,950+50+1%$330.8K$331.9K+$1.1K2026-10-29
Barlow Wealth Partners, LLC
UNCHANGED3,9713,97100%$328.3K$332.8K+$4.5K2026-10-15
First Bank & Trust
UNCHANGED3,9503,95000%$330.8K$327.7K-$3.1K2026-10-19
Cannon Financial Strategists, Inc.
UNCHANGED3,9463,94600%$330.5K$327.4K-$3.1K2026-10-19
Cyndeo Wealth Partners, LLC
NEW3,944—+3,944——$327.2K—2026-10-16
Rockline Wealth Management, LLC
INCREASED3,9363,248+688+21%$272.0K$326.6K+$54.6K2026-10-26
Northern Lights Advisors, Inc.
INCREASED3,9212,755+1,166+42%$230.7K$325.4K+$94.6K2026-10-21
Sunbeam Capital Management, LLC
INCREASED3,9173,908+9+0%$327.3K$325.0K-$2.3K2026-11-05
Sterling Group Wealth Management, LLC
DECREASED3,9043,961-57-1%$331.7K$323.9K-$7.8K2026-11-03
Werba Rubin Papier Wealth Management
INCREASED3,8973,888+9+0%$325.6K$323.3K-$2.3K2026-11-06
Granite Islands Private Wealth, LLC
NEW3,888—+3,888——$322.6K—2026-10-16
Arlington Financial Advisors, LLC
DECREASED3,8783,888-100%$325.6K$321.8K-$3.9K2026-10-19
Elser Financial Planning, Inc
DECREASED3,8644,096-232-6%$343.0K$320.6K-$22.4K2026-10-16
Lpwm LLC
INCREASED3,8413,834+7+0%$321.1K$318.7K-$2.4K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED3,8102,517+1,293+51%$140.1K$316-$139.8K2026-11-04
Tctc Holdings, LLC
INCREASED3,8063,506+300+9%$293.6K$315.8K+$22.2K2026-11-02
Sageworth Trust Co of South Dakota
UNCHANGED3,8013,80100%$318.3K$315.4K-$3.0K2026-10-30
Courier Capital LLC
INCREASED3,7993,797+2+0%$318.0K$315.2K-$2.8K2026-10-19
SpringVest Wealth Management LLC
UNCHANGED3,7923,79200%$317.6K$314.6K-$3.0K2026-10-27
Colton Groome Financial Advisors, LLC
UNCHANGED3,7733,77300%$316.0K$313.0K-$2.9K2026-10-06
Atala Financial Inc
INCREASED3,7542,854+900+32%$239.0K$311.5K+$72.4K2026-10-22
Capital Wealth Alliance, LLC
DECREASED3,7425,612-1,870-33%$470.0K$310.5K-$159.5K2026-10-20
Certified Advisory Corp
INCREASED3,6943,692+2+0%$309.2K$306.5K-$2.7K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED3,6933,69300%$309.3K$306.4K-$2.9K2026-10-27
Kathmere Capital Management, LLC
DECREASED3,6804,061-381-9%$340.1K$305.4K-$34.7K2026-10-20
Catalyst Investment Management LLC
UNCHANGED3,6743,67400%$307.7K$304.8K-$2.9K2026-10-21
Gradient Investments LLC
INCREASED3,6683,499+169+5%$293.1K$304.3K+$11.2K2026-10-08
CWA Asset Management Group, LLC
NEW3,665—+3,665——$304.1K—2026-10-19
Able Financial Group, LLC
NEW3,660—+3,660——$303.7K—2026-10-14
Towneley Capital Management, Inc / de
UNCHANGED3,6443,64400%$305.2K$302.4K-$2.8K2026-10-09
SBI Securities Co., Ltd.
DECREASED3,6393,721-82-2%$311.6K$301.9K-$9.7K2026-10-22
Tlwm
DECREASED3,6143,724-110-3%$311.9K$299.9K-$12.0K2026-10-09
August Group Capital Ltd
NEW3,585—+3,585——$297.4K—2026-10-14
Essex Bank
NEW3,564—+3,564——$295.7K—2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED3,5613,553+8+0%$297.6K$295.5K-$2.2K2026-11-03
Acropolis Investment Management, LLC
DECREASED3,5494,436-887-20%$371.5K$294.5K-$77.0K2026-10-08
Clearstead Trust, LLC
INCREASED3,54526+3,519+13535%$2.2K$294.1K+$292.0K2026-11-06
HF Advisory Group, LLC
INCREASED3,5433,541+2+0%$296.6K$294.0K-$2.6K2026-10-09
Financial Planning Hawaii, Inc.
UNCHANGED3,5333,53300%$295.9K$293.1K-$2.8K2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED3,5093,585-76-2%$300.2K$291.1K-$9.1K2026-10-13
Thrive Capital Management, LLC
INCREASED3,4873,480+7+0%$291.5K$289.3K-$2.1K2026-10-28
Naples Global Advisors, LLC
UNCHANGED3,4853,48500%$291.9K$289.2K-$2.7K2026-11-05
Altiora Financial Group, LLC
UNCHANGED3,4103,41000%$285.6K$282.9K-$2.7K2026-11-04
First Security Investment Management, Inc.
INCREASED3,3883,380+8+0%$283.1K$281.1K-$2.0K2026-11-05
Confluence Wealth Services, Inc.
INCREASED3,3523,351+1+0%$280.6K$278.1K-$2.6K2026-11-05
Evolution Wealth Advisors, LLC
DECREASED3,3383,352-140%$280.7K$277.0K-$3.8K2026-11-03
Optivise Advisory Services LLC
DECREASED3,3303,371-41-1%$282.3K$276.3K-$6.1K2026-10-19
Trek Financial, LLC
UNCHANGED3,3133,31300%$277.5K$274.9K-$2.6K2026-10-29
Pacific Sage Partners, LLC
UNCHANGED3,2903,29000%$275.5K$273.0K-$2.6K2026-10-21
Tufton Capital Management
UNCHANGED3,2703,27000%$273.0K$271-$272.7K2026-10-20
Providence First Trust Co
DECREASED3,2623,317-55-2%$277.8K$270.6K-$7.2K2026-11-02
Ulrich Consultants & Investment Group, LLC
NEW3,250—+3,250——$269.7K—2026-10-13
Wealth Group Ltd
UNCHANGED3,2413,24100%$271.4K$270.5K-$9732026-10-07
Traphagen Investment Advisors LLC
DECREASED3,2403,678-438-12%$308.0K$268.8K-$39.2K2026-10-14
Ariadne Wealth Management, LP
INCREASED3,2153,210+5+0%$268.9K$266.7K-$2.2K2026-11-06
NovaPoint Capital, LLC
UNCHANGED3,2053,20500%$268.4K$265.9K-$2.5K2026-10-22
Cypress Capital Group
UNCHANGED3,2003,20000%$268.0K$265.5K-$2.5K2026-11-03
Gryphon Financial Partners LLC
UNCHANGED3,1923,19200%$267.3K$264.8K-$2.5K2026-11-04
SBK Financial, Inc.
UNCHANGED3,1913,19100%$267.2K$264.8K-$2.5K2026-11-02
Quarry Hill Advisors, LLC
UNCHANGED3,1903,19000%$267.2K$264.7K-$2.5K2026-11-04
Dominguez Wealth Management Solutions, Inc.
DECREASED3,1693,229-60-2%$270.4K$263.0K-$7.4K2026-10-07
Legacy Private Trust Co.
UNCHANGED3,1683,16800%$265.3K$262.8K-$2.5K2026-10-06
Copeland Capital Management, LLC
NEW3,159—+3,159——$262.1K—2026-10-13
Russell Investments Group, Ltd.
INCREASED3,1521,969+1,183+60%$164.9K$261.5K+$96.7K2026-11-06
Heartwood Wealth Advisors LLC
UNCHANGED3,1183,11800%$261.1K$258.7K-$2.4K2026-10-05
Legacy Advisors, LLC
UNCHANGED3,1163,11600%$261.0K$258.5K-$2.4K2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED3,1123,11200%$260.6K$258.2K-$2.4K2026-10-21
Align Financial, LLC
UNCHANGED3,1053,10500%$260.0K$257.6K-$2.4K2026-10-16
apricus wealth, LLC
UNCHANGED3,0953,09500%$259.2K$256.8K-$2.4K2026-10-26
Independence Bank of Kentucky
UNCHANGED3,0893,08900%$258.7K$256.3K-$2.4K2026-10-26
LongView Wealth Management
DECREASED3,0663,114-48-2%$260.8K$254.4K-$6.4K2026-10-19
Liberty Atlantic Advisors LLC
DECREASED3,0583,093-35-1%$259.0K$253.7K-$5.3K2026-10-14
Cooper S Advisors, LLC
UNCHANGED3,0563,05600%$255.9K$253.6K-$2.4K2026-11-03
Park National Corp
INCREASED3,055869+2,186+252%$72.8K$253.5K+$180.7K2026-10-05
Meridian Financial Partners LLC
UNCHANGED3,0513,05100%$253.6K$250.2K-$3.4K2026-10-23
Quadcap Wealth Management, LLC
UNCHANGED3,0503,05000%$255.4K$253.1K-$2.4K2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED3,0412,694+347+13%$225.6K$252.3K+$26.7K2026-10-29
SilverOak Wealth Management LLC
DECREASED3,0263,073-47-2%$257.4K$251.1K-$6.3K2026-10-29
Forbes J M & Co LLP
UNCHANGED3,0253,02500%$253.3K$251.0K-$2.4K2026-10-16
Paragon Advisors, LLC
INCREASED3,0192,882+137+5%$241.4K$250.5K+$9.1K2026-11-03
Family Investment Center, Inc.
INCREASED3,0113,005+6+0%$251.7K$249.8K-$1.8K2026-10-19
Cornerstone Wealth Advisors, Inc.
UNCHANGED3,0083,00800%$251.9K$249.6K-$2.3K2026-10-16
Integral Investment Advisors, Inc.
UNCHANGED3,0003,00000%$251.3K$248.9K-$2.3K2026-11-03
Traynor Capital Management, Inc.
INCREASED2,9912,983+8+0%$249.8K$248.2K-$1.6K2026-10-29
Abound Wealth Management
INCREASED2,9791,284+1,695+132%$107.6K$247.2K+$139.6K2026-10-26
Garrett Wealth Advisory Group, LLC
NEW2,952—+2,952——$244.9K—2026-10-22
Brickley Wealth Management
INCREASED2,9492,647+302+11%$221.7K$244.7K+$23.0K2026-11-04
eCIO, Inc.
INCREASED2,8962,889+7+0%$242.0K$242.7K+$7312026-11-02
Intelligent Financial Strategies
INCREASED2,8942,806+88+3%$235.0K$240.1K+$5.1K2026-10-16
Key FInancial Inc
UNCHANGED2,8832,88300%$241.5K$239.2K-$2.2K2026-11-02
Mystic Asset Management, Inc.
UNCHANGED2,8722,87200%$240.5K$238.3K-$2.2K2026-10-15
Maia Wealth LLC
INCREASED2,8712,428+443+18%$203.3K$238.2K+$34.9K2026-10-19
Capital Asset Advisory Services LLC
DECREASED2,8685,647-2,779-49%$472.9K$232.1K-$240.9K2026-10-30
Stevens Capital Partners
NEW2,862—+2,862——$237.4K—2026-10-29
Ardent Capital Management, Inc.
UNCHANGED2,8502,85000%$238.7K$236.5K-$2.2K2026-10-16
Altus Wealth Group LLC
DECREASED2,8492,969-120-4%$248.7K$236.4K-$12.3K2026-10-20
BostonPremier Wealth LLC
INCREASED2,8452,840+5+0%$237.8K$236.0K-$1.8K2026-10-16
Willow Creek Wealth Management Inc.
UNCHANGED2,8242,82400%$236.5K$234.3K-$2.2K2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED2,8072,80700%$235.1K$232.9K-$2.2K2026-11-06
Breachway Investments LLC
UNCHANGED2,8002,80000%$234.5K$232.3K-$2.2K2026-10-19
Interchange Capital Partners, LLC
DECREASED2,7963,500-704-20%$293.1K$232.0K-$61.1K2026-10-28
Capital Management Associates, Inc
UNCHANGED2,7952,79500%$234.1K$231.9K-$2.2K2026-10-20
SteelPeak Wealth, LLC
NEW2,780—+2,780——$230.7K—2026-10-16
Optima Capital LLC
INCREASED2,7782,773+5+0%$232.2K$230.5K-$1.7K2026-10-29
Maseco LLP
DECREASED2,7762,833-57-2%$237.2K$230.3K-$6.9K2026-10-27
D.B. Root & Company, LLC
UNCHANGED2,7752,77500%$232.4K$230.2K-$2.2K2026-11-04
Davidson Trust Co
INCREASED2,7702,766+4+0%$231.7K$229.8K-$1.9K2026-10-09
Attessa Capital LLC
INCREASED2,7442,738+6+0%$229.3K$227.7K-$1.6K2026-10-09
Omega Financial Group, LLC
DECREASED2,7332,892-159-5%$242.2K$226.8K-$15.5K2026-10-29
DeLarme Wealth Management, Inc.
UNCHANGED2,7152,71500%$227.4K$225.3K-$2.1K2026-10-30
United Asset Strategies, Inc.
NEW2,711—+2,711——$224.9K—2026-10-28
Chapman Financial Group, LLC
UNCHANGED2,7112,71100%$227.0K$224.9K-$2.1K2026-10-26
Compass Financial Management LLC
DECREASED2,7023,015-313-10%$253.3K$224.2K-$29.2K2026-10-30
DSG Capital Advisors, LLC
DECREASED2,7002,771-71-3%$229.6K$224.0K-$5.6K2026-11-05
Compass Financial Group, Inc
DECREASED2,6945,856-3,162-54%$490.4K$223.5K-$266.9K2026-10-13
WP Advisors, LLC
INCREASED2,6562,651+5+0%$222.0K$220.4K-$1.6K2026-10-22
Triumph Capital Management
DECREASED2,6262,639-130%$221.0K$217.9K-$3.1K2026-10-14
Parrish Capital LLC
UNCHANGED2,6212,62100%$219.5K$217.5K-$2.0K2026-10-01
MBE Wealth Management, LLC
INCREASED2,6172,615+2+0%$219.0K$217.1K-$1.9K2026-10-26
Maple Capital Management, Inc.
UNCHANGED2,6162,61600%$219.1K$217.1K-$2.0K2026-11-02
Towercrest Capital Management
DECREASED2,6063,082-476-15%$258.1K$216.2K-$41.9K2026-10-23
Alliance Wealth Management Group
DECREASED2,6063,082-476-15%$258.1K$216.2K-$41.9K2026-10-29
Ellsworth Advisors, LLC
NEW2,604—+2,604——$216.1K—2026-10-15
CMH Wealth Management LLC
UNCHANGED2,5892,58900%$216.8K$214.8K-$2.0K2026-10-22
Green Ridge Wealth Planning LLC
UNCHANGED2,5842,58400%$216.4K$214.4K-$2.0K2026-10-08
Cassilly Financial Group LLC
UNCHANGED2,5822,58200%$216.2K$214.2K-$2.0K2026-10-07
True North Advisors, LLC
NEW2,576—+2,576——$213.7K—2026-10-22
Thrive Wealth Management, LLC
INCREASED2,5702,565+5+0%$214.8K$213.3K-$1.6K2026-10-13
American State Bank (Iowa)
UNCHANGED2,5652,56500%$214.8K$212.8K-$2.0K2026-11-03
Wealthstar Advisors, LLC
DECREASED2,5642,813-249-9%$235.6K$212.8K-$22.8K2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED2,5614,014-1,453-36%$336.2K$212.5K-$123.7K2026-10-19
Acorn Wealth Advisors, LLC
UNCHANGED2,5472,54700%$213.3K$211.3K-$2.0K2026-10-19
Earned Wealth Advisors, LLC
INCREASED2,5232,520+3+0%$211.1K$209.3K-$1.7K2026-11-06
Stonebridge Financial Planning Group, LLC
UNCHANGED2,5202,52000%$211.1K$209.1K-$2.0K2026-11-06
Tanager Wealth Management LLP
NEW2,517—+2,517——$208.8K—2026-10-19
RF&L Wealth Management, LLC
UNCHANGED2,5002,50000%$209.4K$207.4K-$2.0K2026-10-20
Cassia Capital Partners, LLC
DECREASED2,49715,395-12,898-84%$1.3M$207.2K-$1.1M2026-11-04
Ballast Rock Private Wealth LLC
INCREASED2,4572,452+5+0%$205.3K$203.9K-$1.4K2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED2,4502,680-230-9%$224.5K$203.3K-$21.2K2026-11-03
BetterWealth, LLC
UNCHANGED2,4262,42600%$203.2K$201.3K-$1.9K2026-10-15
Edgemoor Investment Advisors, Inc.
INCREASED2,4132,412+1+0%$202.1K$200.2K-$1.9K2026-11-03
USA Financial Formulas
NEW2,409—+2,409——$199.9K—2026-10-16
NBT Bank, N.A.
DECREASED2,3604,374-2,014-46%$366.3K$195.8K-$170.5K2026-10-21
Elevation Wealth Partners, LLC
INCREASED2,0532,048+5+0%$171.5K$170.3K-$1.2K2026-10-07
MV Capital Management, Inc.
UNCHANGED1,9481,94800%$163.1K$161.6K-$1.5K2026-10-29
Center for Financial Planning, Inc.
UNCHANGED1,9091,90900%$159.9K$158.4K-$1.5K2026-10-26
Versant Capital Management, Inc
INCREASED1,9061,905+1+0%$159.5K$158.2K-$1.4K2026-10-02
Pacifica Partners Inc.
DECREASED1,7682,143-375-17%$177.9K$145.8K-$32.0K2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED1,7431,74300%$146.0K$144.6K-$1.4K2026-10-22
Evermay Wealth Management LLC
DECREASED1,6791,791-112-6%$150.0K$139.3K-$10.7K2026-11-05
Legacy Bridge, LLC
UNCHANGED1,5521,55200%$130.0K$128.8K-$1.2K2026-10-28
Zeit Capital LLC
INCREASED1,5211,480+41+3%$124.0K$126.2K+$2.2K2026-10-19
Dhjj Financial Advisors, Ltd.
DECREASED1,4911,516-25-2%$127.0K$123.7K-$3.3K2026-10-23
Glass Jacobson Investment Advisors llc
UNCHANGED1,4911,49100%$124.9K$123.7K-$1.1K2026-10-26
GHP Investment Advisors, Inc.
INCREASED1,4831,473+10+1%$123.4K$123.1K-$2852026-10-15
North Point Portfolio Managers Corp
NEW1,435—+1,435——$119.1K—2026-10-07
Beacon Financial Strategies Corp
INCREASED1,4231,422+1+0%$119.1K$118.1K-$1.0K2026-10-14
First Pacific Financial
INCREASED1,4051,402+3+0%$117.4K$116.6K-$8262026-10-14
Financial Freedom, LLC
NEW1,280—+1,280——$106.2K—2026-11-06
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,2601,26000%$105.5K$104.5K-$9822026-10-16
Frisco Financial Planning LLC
DECREASED1,2551,425-170-12%$119.4K$104.1K-$15.2K2026-10-05
Murphy & Mullick Capital Management Corp
UNCHANGED1,2481,24800%$104.5K$103.5K-$9752026-11-02
TFC Financial Management, Inc.
UNCHANGED1,2461,24600%$104.3K$103.4K-$9722026-10-26
Bear Mountain Capital, Inc.
UNCHANGED1,2401,24000%$102.7K$101.1K-$1.6K2026-11-04
Larson Financial Group LLC
INCREASED1,2291,227+2+0%$102.7K$102.0K-$7372026-11-05
Bell Investment Advisors, Inc
NEW1,190—+1,190——$98.7K—2026-10-29
Point Nemo Capital, LLC
UNCHANGED1,1461,14600%$96.0K$95.1K-$8942026-11-03
Biltmore Family Office, LLC
UNCHANGED1,1051,10500%$92.5K$91.7K-$8622026-11-03
Friedenthal Financial
NEW1,073—+1,073——$89.0K—2026-10-27
Latitude Advisors, LLC
NEW1,057—+1,057——$87.7K—2026-10-27
Bangor Savings Bank
UNCHANGED1,0451,04500%$87.5K$86.7K-$8152026-10-06
Planning Strategies Inc.
UNCHANGED1,0441,04400%$87.4K$86.6K-$8142026-10-02
Community Bank, N.A.
UNCHANGED1,0341,03400%$86.6K$85.8K-$8072026-11-06
Horizons Wealth Management
NEW1,014—+1,014——$84.1K—2026-10-05
Mycio Wealth Partners, LLC
UNCHANGED1,0001,00000%$83.8K$83.0K-$7802026-11-04
Trust Co of Toledo NA
UNCHANGED1,0001,00000%$83.8K$83.0K-$7802026-10-16
Arlington Trust Co LLC
UNCHANGED95595500%$80.0K$79.2K-$7452026-10-20
Westside Investment Management, Inc.
UNCHANGED94894800%$79.4K$78.7K-$7402026-11-02
Clayton Financial Group LLC
NEW947—+947——$78.6K—2026-10-13
Activest Wealth Management
UNCHANGED94794700%$79.3K$78.6K-$7382026-10-15
Monetary Solutions, Ltd
UNCHANGED90390300%$75.6K$74.9K-$7042026-10-22
Trust Co
INCREASED880371+509+137%$31.1K$73.0K+$41.9K2026-10-09
Rosenberg Matthew Hamilton
DECREASED878951-73-8%$79.6K$72.8K-$6.8K2026-10-05
United Community Bank
INCREASED873221+652+295%$18.5K$72.4K+$53.9K2026-10-28
Kings Path Partners LLC
INCREASED855381+474+124%$31.9K$71.0K+$39.1K2026-10-21
Mascoma Wealth Management LLC
UNCHANGED83983900%$70.3K$69.6K-$6542026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED83783700%$70.1K$69.4K-$6532026-11-03
Global Trust Asset Management, LLC
UNCHANGED81481400%$68.2K$67.5K-$6352026-10-19
Private Wealth Management Group, LLC
UNCHANGED80580500%$67.4K$66.8K-$6282026-10-19
Salomon & Ludwin, LLC
UNCHANGED79979900%$66.1K$66.3K+$2002026-10-29
Adkins Seale Capital Management LLC
UNCHANGED76276200%$63.8K$63.2K-$5952026-10-27
Clark Wealth Partners
UNCHANGED74874800%$62.6K$62.1K-$5832026-10-19
Toth Financial Advisory Corp
UNCHANGED74474400%$62.3K$61.7K-$5802026-10-08
Cdkv Holdings LLC
UNCHANGED74374300%$62.2K$61.6K-$5802026-10-28
Farmers & Merchants Investments Inc
INCREASED740435+305+70%$36.4K$61.4K+$25.0K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED73773700%$61.7K$61.1K-$5752026-10-23
Bullock Wealth Management Group
UNCHANGED69369300%$57.3K$57.1K-$1662026-10-09
Addison Advisors LLC
UNCHANGED67167100%$56.2K$55.7K-$5242026-11-06
Harbor Asset Planning, Inc.
INCREASED645644+1+0%$53.9K$53.5K-$3782026-10-23
Dorato Capital Management
UNCHANGED64464400%$53.8K$53.4K-$4182026-10-08
PFS Partners, LLC
INCREASED618617+1+0%$51.7K$51.3K-$3632026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED60760700%$50.8K$50.4K-$4732026-11-06
Downshift Financial, LLC
UNCHANGED60460400%$50.6K$50.1K-$4712026-10-13
Bfsg, LLC
UNCHANGED59359300%$49.7K$49.2K-$4622026-10-30
Kentucky Trust Co
UNCHANGED55555500%$46.5K$46.0K-$4332026-10-15
Mondrian Investment Partners LTD
DECREASED5254,664-4,139-89%$390.6K$42.7K-$347.9K2026-10-23
Pioneer Family Office, LLC
INCREASED511442+69+16%$37.0K$42.4K+$5.4K2026-10-30
Gables Capital Management Inc.
UNCHANGED50050000%$41.9K$41.5K-$3902026-11-04
Centerpoint Advisors, LLC
UNCHANGED50050000%$42.0K$41-$42.0K2026-11-05
Nvwm, LLC
UNCHANGED48148100%$40.3K$39.9K-$3752026-10-14
Tsfg, LLC
UNCHANGED47847800%$40.0K$40-$40.0K2026-10-23
Barclays PLC
UNCHANGED46746700%$39.1K$38.7K-$3642026-11-06
Quest 10 Wealth Builders, Inc.
UNCHANGED45745700%$38.3K$37.9K-$3572026-11-02
GGM Financial LLC
INCREASED442409+33+8%$34.2K$36.7K+$2.4K2026-11-05
Kimelman & Baird, LLC
UNCHANGED43243200%$36.2K$35.8K-$3362026-11-03
Blueline Advisors LLC
UNCHANGED41941900%$35.1K$34.8K-$3272026-10-15
Birch Financial Group, LLC
NEW397—+397——$33.0K—2026-10-27
Princeton Global Asset Management LLC
DECREASED325725-400-55%$60.7K$27.0K-$33.8K2026-10-21
Phillip James Consulting Co.
UNCHANGED32532500%$27.2K$27.0K-$2542026-11-03
Summer Road LLC
INCREASED322321+1+0%$26.9K$26.7K-$1892026-11-05
City Holding Co
UNCHANGED30030000%$25.1K$24.9K-$2342026-10-19
Atwood & Palmer Inc
NEW288—+288——$23.9K—2026-10-08
Acumen Wealth Advisors, LLC
UNCHANGED28828800%$24.1K$23.9K-$2242026-11-05
Kroeger Financial Partners
UNCHANGED28028000%$23.5K$23.2K-$2182026-10-19
Financial Consulate, Inc
INCREASED27444+230+523%$3.7K$22.7K+$19.0K2026-10-23
Nemes Rush Group LLC
INCREASED272271+1+0%$22.7K$22.6K-$1602026-11-04
Legacies Wealth LLC
UNCHANGED26826800%$22.4K$22.2K-$2092026-11-02
Hanson & Doremus Investment Management
UNCHANGED25125100%$21.0K$21-$21.0K2026-10-16
Ascentis Wealth Management, LLC
UNCHANGED23123100%$19.3K$19.2K-$1812026-11-03
Key Capital Management, Inc
UNCHANGED22822800%$19.1K$18.9K-$1782026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED21621600%$18.1K$17.9K-$1682026-10-19
Compass Wealth Management LLC
NEW200—+200——$16.6K—2026-10-22
Piscataqua Savings Bank
UNCHANGED20020000%$16.8K$16.6K-$1562026-10-21
KFG LLC
NEW192—+192——$15.9K—2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED17517500%$14.7K$14.5K-$1372026-10-20
Holos Integrated Wealth LLC
INCREASED169101+68+67%$8.4K$13.8K+$5.4K2026-10-23
Signature Equity Partners, LLC
INCREASED16892+76+83%$7.7K$13.9K+$6.2K2026-10-29
GoalVest Advisory LLC
UNCHANGED16616600%$13.9K$13.8K-$1292026-10-02
NBH Bank
NEW142—+142——$11.8K—2026-11-05
Hartford Financial Management Inc.
UNCHANGED13713700%$11.5K$11.4K-$1072026-10-21
Vermillion Wealth Management, Inc.
DECREASED132138-6-4%$11.5K$11.0K-$5742026-10-26
Nfsg Corp
NEW130—+130——$10.8K—2026-10-15
First Community Trust NA
NEW124—+124——$10.3K—2026-10-07
Peoples Financial Services Corp.
UNCHANGED12012000%$10.1K$10.0K-$942026-10-20
United Financial Planning Group LLC
UNCHANGED10510500%$8.8K$8.7K-$642026-11-04
Creative Capital Management Investments LLC
UNCHANGED939300%$7.8K$7.7K-$732026-10-28
Nova Financial LLC
NEW86—+86——$7.1K—2026-11-04
Wealth Enhancement Trust Services, Inc.
NEW80—+80——$6.6K—2026-10-07
Heritage Family Offices, LLP
NEW78—+78——$6.5K—2026-11-02
3 Factor Indexing, LLC
UNCHANGED767600%$6.4K$6.3K-$592026-10-15
SJS Investment Consulting Inc.
DECREASED6897-29-30%$8.1K$5.6K-$2.5K2026-10-26
Markowski Investments
UNCHANGED666600%$5.5K$5.5K-$522026-10-30
IAG Wealth Partners, LLC
UNCHANGED616100%$5.1K$5.1K-$482026-11-06
Valued Wealth Advisors LLC
UNCHANGED505000%$4.2K$4.1K-$392026-11-05
Steph & Co
UNCHANGED444400%$3.7K$3.7K-$342026-10-07
Gen-Wealth Partners Inc
UNCHANGED393900%$3.3K$3.2K-$302026-11-04
Silver Grove Financial Group, Inc.
NEW35—+35——$2.9K—2026-11-05
Fairscale Capital, LLC
UNCHANGED313100%$2.6K$2.5K-$982026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED313100%$2.6K$2.6K-$242026-10-28
DecisionPoint Financial, LLC
UNCHANGED303000%$2.5K$2.5K-$72026-10-27
Country Trust Bank
UNCHANGED303000%$2.5K$2.5K-$242026-10-30
Wilkerson Advisory Group LLC
INCREASED2518+7+39%$1.5K$2.1K+$5712026-10-20
POM Investment Strategies, LLC
NEW18—+18——$1.5K—2026-10-20
GK Wealth Management LLC
DECREASED172,392-2,375-99%$200.4K$1.4K-$199.0K2026-10-09
Essential Investment Partners LLC
UNCHANGED161600%$1.3K$1.3K-$122026-10-27
DeDora Capital, Inc.
NEW10—+10——$830—2026-10-26
William Mack & Associates, Inc.
NEW10—+10——$830—2026-10-27
Wolff Wiese Magana LLC
UNCHANGED101000%$838$830-$82026-10-15
Rakuten Securities, Inc.
INCREASED82+6+300%$168$664+$4962026-11-02
Retirement Financial Solutions, LLC
CLOSED0154,686-154,686-100%$13.0M$0-$13.0M2026-10-20
Avestar Capital, LLC
CLOSED021,212-21,212-100%$1.8M$0-$1.8M2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
CLOSED014,211-14,211-100%$1.2M$0-$1.2M2026-10-26
Eagle Harbor Asset Management Inc
CLOSED010,888-10,888-100%$775.8K$0-$775.8K2026-10-21
Almanack Investment Partners, Llc.
CLOSED010,510-10,510-100%$880.2K$0-$880.2K2026-11-03
Jefferies Financial Group Inc.
CLOSED010,469-10,469-100%$876.9K$0-$876.9K2026-11-05
PCG Asset Management, LLC
CLOSED09,696-9,696-100%$812.0K$0-$812.0K2026-11-05
TBH Global Asset Management, LLC
CLOSED05,190-5,190-100%$434.6K$0-$434.6K2026-11-03
Goelzer Investment Management, Inc.
CLOSED04,451-4,451-100%$372.8K$0-$372.8K2026-10-16
DMC Group, LLC
CLOSED03,942-3,942-100%$330.1K$0-$330.1K2026-10-26
RDA Financial Network
CLOSED03,786-3,786-100%$317.1K$0-$317.1K2026-10-15
Balefire, LLC
CLOSED02,902-2,902-100%$243.1K$0-$243.1K2026-10-09
Golden Reserve Retirement LLC
CLOSED02,841-2,841-100%$237.9K$0-$237.9K2026-11-02
Santori & Peters, Inc.
CLOSED02,743-2,743-100%$229.7K$0-$229.7K2026-10-26
Crescent Grove Advisors, LLC
CLOSED02,704-2,704-100%$226.5K$0-$226.5K2026-10-21
Fulton Breakefield Broenniman LLC
CLOSED02,601-2,601-100%$217.8K$0-$217.8K2026-11-03
Crestwood Advisors Group, LLC
CLOSED02,554-2,554-100%$213.9K$0-$213.9K2026-10-27
Brown Financial Advisory
CLOSED02,513-2,513-100%$210.4K$0-$210.4K2026-11-05
Financial Discovery Group Inc
CLOSED02,413-2,413-100%$202.1K$0-$202.1K2026-11-03
Trust Co of the South
CLOSED02,393-2,393-100%$200.4K$0-$200.4K2026-10-21
Cornerstone Planning Group LLC
CLOSED02,246-2,246-100%$185.6K$0-$185.6K2026-10-16
Provident Wealth Management, LLC
CLOSED01,666-1,666-100%$139.5K$0-$139.5K2026-10-20
Evolution Advisers, Inc.
CLOSED01,649-1,649-100%$138.0K$0-$138.0K2026-11-06
Institute for Wealth Management, Llc.
CLOSED01,435-1,435-100%$120.2K$0-$120.2K2026-11-06
International Assets Investment Management, LLC
CLOSED01,181-1,181-100%$97.7K$0-$97.7K2026-11-02
Simplex Trading, LLC
CLOSED01,075-1,075-100%$90.0K$0-$90.0K2026-11-04
LifeSteps Financial, Inc.
CLOSED01,068-1,068-100%$89.4K$0-$89.4K2026-10-15
Midway Capital Research & Management
CLOSED0945-945-100%$79.1K$0-$79.1K2026-10-20
Salem Investment Counselors Inc
CLOSED0682-682-100%$57.1K$0-$57.1K2026-10-13
Signature Resources Capital Management, LLC
CLOSED0331-331-100%$27.7K$0-$27.7K2026-10-16
Gill Capital Partners, LLC
CLOSED0252-252-100%$21.1K$0-$21.1K2026-10-13
DB Fitzpatrick & Co, Inc
CLOSED0211-211-100%$17.7K$0-$17.7K2026-10-19
Tucker Asset Management LLC
CLOSED0160-160-100%$13.4K$0-$13.4K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0100-100-100%$8.4K$0-$8.4K2026-10-14
Arvest Investments, Inc.
CLOSED048-48-100%$4.0K$0-$4.0K2026-10-21
Washington Trust Advisors, Inc.
CLOSED017-17-100%$1.4K$0-$1.4K2026-10-22
Bank of America Corp
N/A—34,544,341-34,544,341-100%$2.9B———
Morgan Stanley
N/A—23,422,899-23,422,899-100%$2.0B———
Northern Trust Corp
N/A—17,501,234-17,501,234-100%$1.5B———
Envestnet Asset Management Inc
N/A—10,993,333-10,993,333-100%$920.7M———
Wells Fargo & Company
N/A—9,345,031-9,345,031-100%$782.6M———
UBS Group AG
N/A—8,848,212-8,848,212-100%$741.0M———
Raymond James Financial Inc
N/A—6,038,102-6,038,102-100%$505.7M———
Cbiz Investment Advisory Services, LLC
N/A—5,351,291-5,351,291-100%$401.9M———
Cresset Asset Management, LLC
N/A—4,774,332-4,774,332-100%$399.9M———
Blair William & Co
N/A—4,479,218-4,479,218-100%$375.1M———
Jane Street Group, LLC
N/A—4,225,027-4,225,027-100%$353.8M———
Baird Financial Group, Inc.
N/A—4,175,467-4,175,467-100%$349.7M———
Cerity Partners LLC
N/A—3,923,687-3,923,687-100%$328.6M———
Janney Montgomery Scott LLC
N/A—3,867,900-3,867,900-100%$323.9M———
Jones Financial Companies Lllp
N/A—3,710,153-3,710,153-100%$306.9M———
HighTower Advisors, LLC
N/A—3,617,288-3,617,288-100%$302.9M———
Stifel Financial Corp
N/A—3,605,788-3,605,788-100%$302.0M———
Summit Financial, LLC
N/A—3,511,693-3,511,693-100%$294.1M———
Vanguard Advisers Inc
N/A—3,482,258-3,482,258-100%$291.6M———
Lincoln National Corp
N/A—3,294,439-3,294,439-100%$275.9M———
Euclidean Capital LLC
N/A—3,243,484-3,243,484-100%$271.6M———
Choate Investment Advisors
N/A—3,242,810-3,242,810-100%$271.6M———
Goldman Sachs Group Inc
N/A—3,120,596-3,120,596-100%$261.3M———
Brown Advisory Inc
N/A—3,026,677-3,026,677-100%$253.5M———
Johnson Investment Counsel Inc
N/A—2,877,438-2,877,438-100%$241.0M———
Royal Bank of Canada
N/A—2,381,092-2,381,092-100%$199.4M———
Captrust Financial Advisors
N/A—2,142,078-2,142,078-100%$179.4M———
Rockefeller Capital Management L.P.
N/A—2,125,680-2,125,680-100%$178.0M———
Victory Capital Management Inc
N/A—2,052,412-2,052,412-100%$171.9M———
Osborne Partners Capital Management, LLC
N/A—1,836,963-1,836,963-100%$153.8M———
JPMorgan Chase & Co
N/A—1,817,910-1,817,910-100%$151.3M———
Voya Financial Advisors, Inc.
N/A—1,668,213-1,668,213-100%$138.8M———
Northwestern Mutual Wealth Management Co
N/A—1,549,459-1,549,459-100%$129.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—1,483,276-1,483,276-100%$124.2M———
Osaic Holdings, Inc.
N/A—1,480,459-1,480,459-100%$124.0M———
Wealthspire Advisors, LLC
N/A—1,355,390-1,355,390-100%$113.5M———
Cetera Investment Advisers
N/A—1,322,127-1,322,127-100%$110.7M———
Glassman Wealth Services
N/A—1,165,916-1,165,916-100%$97.6M———
Arax Advisory Partners
N/A—1,147,363-1,147,363-100%$96.1M———
Ameriprise Financial Inc
N/A—1,105,563-1,105,563-100%$92.6M———
Waverly Advisors, LLC
N/A—1,034,551-1,034,551-100%$86.6M———
MML Investors Services, LLC
N/A—966,392-966,392-100%$80.9M———
Mercer Global Advisors Inc
N/A—942,675-942,675-100%$78.9M———
Karpus Management, Inc.
N/A—911,846-911,846-100%$76.4M———
Wharton Business Group, LLC
N/A—881,721-881,721-100%$73.8M———
Basecamp Wealth Advisors LLC
N/A—826,521-826,521-100%$69.2M———
Madison Asset Management, LLC
N/A—758,447-758,447-100%$63.5M———
Moneta Group Investment Advisors LLC
N/A—736,879-736,879-100%$61.7M———
Evercore Wealth Management, LLC
N/A—735,314-735,314-100%$61.6M———
Dunhill Financial, LLC
N/A—728,761-728,761-100%$61.0M———
F/m Investments LLC
N/A—728,304-728,304-100%$61.0M———
Bridges Investment Management Inc
N/A—647,813-647,813-100%$54.3M———
Pasadena Private Wealth, LLC
N/A—644,290-644,290-100%$54.0M———
Topsail Wealth Management, LLC
N/A—632,426-632,426-100%$53.0M———
Federation des caisses Desjardins du Quebec
N/A—626,665-626,665-100%$52.5M———
AQR Capital Management LLC
N/A—618,221-618,221-100%$51.8M———
Focus Partners Wealth
N/A—607,137-607,137-100%$50.8M———
Bank of Montreal
N/A—569,179-569,179-100%$47.7M———
Vanguard National Trust Co
N/A—549,020-549,020-100%$46.0M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—537,491-537,491-100%$45.0M———
Caprock Group, LLC
N/A—535,806-535,806-100%$44.9M———
Davis R M Inc
N/A—528,051-528,051-100%$44.2M———
LRI Investments, LLC
N/A—525,305-525,305-100%$44.0M———
Threadgill Financial, LLC
N/A—519,246-519,246-100%$43.5M———
Mariner, LLC
N/A—499,018-499,018-100%$41.8M———
Alliancebernstein L.P.
N/A—486,369-486,369-100%$36.5M———
AllGen Financial Advisors, Inc.
N/A—482,791-482,791-100%$40.4M———
Stonebridge Capital Advisors LLC
N/A—480,527-480,527-100%$40.2M———
M&T Bank Corp
N/A—465,659-465,659-100%$39.0M———
United Capital Financial Advisors, LLC
N/A—436,427-436,427-100%$36.5M———
Pathstone Holdings, LLC
N/A—428,053-428,053-100%$35.8M———
Boxwood Ventures, Inc.
N/A—427,241-427,241-100%$35.8M———
Roble, Belko & Company, Inc
N/A—416,876-416,876-100%$34.9M———
Destination Wealth Management
N/A—406,507-406,507-100%$34.0M———
FMR LLC
N/A—395,161-395,161-100%$33.1M———
Granby Capital Management, LLC
N/A—390,000-390,000-100%$32.7M———
Envestnet Portfolio Solutions, Inc.
N/A—386,084-386,084-100%$32.3M———
Stratos Investment Management, LLC
N/A—374,128-374,128-100%$31.3M———
Cambient Family Office, LLC
N/A—371,365-371,365-100%$31.1M———
River Wealth Advisors LLC
N/A—346,676-346,676-100%$29.0M———
&partners
N/A—345,090-345,090-100%$28.9M———
Main Management LLC
N/A—337,364-337,364-100%$28.3M———
Bessemer Group Inc
N/A—331,976-331,976-100%$27.8M———
Whittier Trust Co
N/A—329,660-329,660-100%$27.8M———
Optas, LLC
N/A—327,959-327,959-100%$27.5M———
Coldstream Capital Management Inc
N/A—324,485-324,485-100%$27.2M———
Natixis Advisors, LLC
N/A—320,764-320,764-100%$26.9M———
Hall Capital Management Co Inc
N/A—296,782-296,782-100%$24.9M———
Tolleson Wealth Management, Inc.
N/A—291,927-291,927-100%$24.4M———
First American Trust, FSB
N/A—291,762-291,762-100%$24.4M———
Sandy Cove Advisors, LLC
N/A—280,218-280,218-100%$23.5M———
NewEdge Wealth, LLC
N/A—276,012-276,012-100%$23.1M———
Beacon Pointe Advisors, LLC
N/A—274,906-274,906-100%$23.0M———
Berkshire Asset Management LLC
N/A—272,741-272,741-100%$22.8M———
Bartlett & Co. Wealth Management LLC
N/A—271,049-271,049-100%$22.7M———
Ballentine Partners, LLC
N/A—255,832-255,832-100%$21.4M———
DRW Securities, LLC
N/A—254,595-254,595-100%$21.3M———
Stephens Inc
N/A—250,969-250,969-100%$21.0M———
MAI Capital Management
N/A—238,420-238,420-100%$20.0M———
Sanctuary Advisors, LLC
N/A—234,017-234,017-100%$19.6M———
Empower Advisory Group, LLC
N/A—231,183-231,183-100%$19.4M———
Pinnacle Financial Partners, Inc.
N/A—229,929-229,929-100%$19.3M———
Quantinno Capital Management LP
N/A—229,445-229,445-100%$19.2M———
SouthState Bank Corp
N/A—228,940-228,940-100%$19.2M———
Wealthfront Advisers LLC
N/A—224,294-224,294-100%$18.8M———
Cary Street Partners Financial LLC
N/A—223,924-223,924-100%$18.8M———
BlackRock, Inc.
N/A—222,534-222,534-100%$18.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—218,293-218,293-100%$18.3M———
Dakota Wealth Management
N/A—215,796-215,796-100%$18.1M———
CIBC Bancorp USA Inc.
N/A—212,158-212,158-100%$17.8M———
JMG Financial Group, Ltd.
N/A—212,142-212,142-100%$17.8M———
LaSalle St. Investment Advisors, LLC
N/A—211,138-211,138-100%$17.7M———
NewEdge Advisors, LLC
N/A—199,350-199,350-100%$16.7M———
Astoria Strategic Wealth, Inc.
N/A—194,175-194,175-100%$16.3M———
Circle Wealth Management, LLC
N/A—192,702-192,702-100%$16.1M———
First National Bank of Omaha
N/A—188,684-188,684-100%$15.7M———
Berkeley Capital Partners, LLC
N/A—186,294-186,294-100%$15.6M———
Stratos Wealth Advisors, LLC
N/A—179,938-179,938-100%$15.1M———
SCS Capital Management LLC
N/A—176,861-176,861-100%$14.8M———
BNP Paribas Financial Markets
N/A—171,029-171,029-100%$14.3M———
Curi Capital, LLC
N/A—169,041-169,041-100%$14.2M———
Verity Wealth Advisors
N/A—165,088-165,088-100%$13.8M———
Seeds Investor LLC
N/A—154,891-154,891-100%$13.0M———
BBR Partners, LLC
N/A—154,608-154,608-100%$12.9M———
Gotham Asset Management, LLC
N/A—153,993-153,993-100%$12.9M———
VSM Wealth Advisory, LLC
N/A—152,541-152,541-100%$12.8M———
Commerce Bank
N/A—147,484-147,484-100%$12.4M———
Quest Investment Management LLC
N/A—145,461-145,461-100%$12.2M———
Whittier Trust Co of Nevada Inc
N/A—144,647-144,647-100%$12.0M———
Tiff Advisory Services, LLC
N/A—143,115-143,115-100%$12.0M———
Financial Engines Advisors L.L.C.
N/A—141,009-141,009-100%$11.8M———
Balanced Wealth Group LLC
N/A—136,852-136,852-100%$11.5M———
Pure Financial Advisors, LLC
N/A—136,797-136,797-100%$11.5M———
Focus Partners Advisor Solutions, LLC
N/A—135,531-135,531-100%$11.4M———
One Capital Management, LLC
N/A—133,088-133,088-100%$10.0M———
Coastal Bridge Advisors, LLC
N/A—131,103-131,103-100%$11.0M———
Steward Partners Investment Advisory, LLC
N/A—126,253-126,253-100%$10.6M———
Daniel Investment Group, Inc.
N/A—125,639-125,639-100%$10.5M———
Beaird Harris Wealth Management, LLC
N/A—125,282-125,282-100%$10.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—125,005-125,005-100%$10.5M———
Equitable Holdings, Inc.
N/A—122,035-122,035-100%$10.2M———
Modern Wealth Management, LLC
N/A—121,874-121,874-100%$10.2M———
OneDigital Investment Advisors LLC
N/A—121,129-121,129-100%$10.1M———
Wealthspire Retirement, LLC
N/A—120,498-120,498-100%$10.1M———
Brave Asset Management Inc
N/A—120,228-120,228-100%$10.1M———
Quantum Capital Management, LLC / NJ
N/A—117,604-117,604-100%$9.8M———
Sequoia Financial Advisors, LLC
N/A—117,596-117,596-100%$9.8M———
Liberty Wealth Management LLC
N/A—114,712-114,712-100%$8.6M———
Columbia River Financial Group, LLC
N/A—113,062-113,062-100%$9.5M———
Advisory Services Network, LLC
N/A—109,694-109,694-100%$9.2M———
QRG Capital Management, Inc.
N/A—109,096-109,096-100%$9.1M———
Burling Wealth Partners, LLC
N/A—107,355-107,355-100%$9.0M———
Cary Street Partners Investment Advisory LLC
N/A—107,023-107,023-100%$9.0M———
Twin Focus Capital Partners, LLC
N/A—106,634-106,634-100%$8.9M———
Marex Group Ltd
N/A—106,593-106,593-100%$8.9M———
Kiley Juergens Wealth Management, LLC
N/A—102,085-102,085-100%$8.5M———
Chilton Investment Co Inc.
N/A—99,492-99,492-100%$8.3M———
Franklin Resources Inc
N/A—98,423-98,423-100%$8.2M———
Goldstone Financial Group, LLC
N/A—97,751-97,751-100%$8.2M———
AlTi Global, Inc.
N/A—95,930-95,930-100%$8.0M———
MorganRosel Wealth Management, LLC
N/A—95,133-95,133-100%$8.0M———
Freestone Capital Holdings, LLC
N/A—94,344-94,344-100%$7.9M———
Nwam LLC
N/A—94,009-94,009-100%$7.9M———
Sykon Capital LLC
N/A—91,905-91,905-100%$7.7M———
North Star Asset Management Inc
N/A—91,111-91,111-100%$7.6M———
Indie Asset Partners, LLC
N/A—91,049-91,049-100%$7.6M———
Kovack Advisors, Inc.
N/A—90,457-90,457-100%$7.5M———
CacheTech Inc.
N/A—90,002-90,002-100%$7.5M———
Tower Bridge Advisors
N/A—89,898-89,898-100%$7.5M———
Arkadios Wealth Advisors
N/A—86,128-86,128-100%$7.2M———
Raffa Wealth Management, LLC
N/A—84,885-84,885-100%$7.1M———
Huntington National Bank
N/A—83,613-83,613-100%$7.0M———
Adams Wealth Management
N/A—83,265-83,265-100%$7.0M———
Peapack Gladstone Financial Corp
N/A—82,095-82,095-100%$6.9M———
Argent Trust Co
N/A—81,112-81,112-100%$6.8M———
Wilson & Boucher Capital Management, LLC
N/A—77,963-77,963-100%$6.5M———
HSBC Holdings PLC
N/A—77,681-77,681-100%$6.5M———
Harding Loevner LP
N/A—73,137-73,137-100%$6.1M———
FAS Wealth Partners, Inc.
N/A—72,547-72,547-100%$6.1M———
Pine Valley Investments Ltd Liability Co
N/A—71,959-71,959-100%$6.0M———
Bluespring Wealth Management, LLC
N/A—71,492-71,492-100%$6.0M———
Howe & Rusling Inc
N/A—71,232-71,232-100%$6.0M———
Kingsview Wealth Management, LLC
N/A—70,428-70,428-100%$5.9M———
Valley Financial Group, Inc.
N/A—70,308-70,308-100%$5.9M———
Private Advisor Group, LLC
N/A—69,199-69,199-100%$5.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—68,887-68,887-100%$5.8M———
Disciplined Investors, L.L.C.
N/A—68,701-68,701-100%$5.8M———
Fiducient Advisors LLC
N/A—68,613-68,613-100%$5.7M———
RWA Wealth Partners, LLC
N/A—67,337-67,337-100%$5.6M———
Cadence Wealth Management LLC
N/A—67,064-67,064-100%$5.6M———
IEQ Capital, LLC
N/A—66,687-66,687-100%$5.6M———
IMA Advisory Services, Inc.
N/A—66,425-66,425-100%$5.6M———
Portland Global Advisors LLC
N/A—66,327-66,327-100%$5.6M———
Schroder Investment Management Group
N/A—65,800-65,800-100%$5.5M———
Fiduciary Trust Co
N/A—65,466-65,466-100%$5.5M———
M3 Wealth Management, LLC
N/A—63,513-63,513-100%$5.3M———
CIBC World Market Inc.
N/A—63,175-63,175-100%$5.3M———
Watershed Asset Management, L.L.C.
N/A—63,091-63,091-100%$5.3M———
Roundview Capital LLC
N/A—60,930-60,930-100%$5.1M———
Headinvest, LLC
N/A—60,667-60,667-100%$5.1M———
Webster Bank, N. A.
N/A—60,067-60,067-100%$5.0M———
DF Dent & Co Inc
N/A—59,879-59,879-100%$5.0M———
Centennial Bank
N/A—59,717-59,717-100%$5.0M———
Dorsey & Whitney Trust Co LLC
N/A—59,037-59,037-100%$4.9M———
National Bank of Canada
N/A—58,872-58,872-100%$4.9M———
Northstar Group, Inc.
N/A—58,087-58,087-100%$4.9M———
Mosaic Advisors LLC
N/A—57,705-57,705-100%$4.8M———
Stratos Wealth Partners, Ltd.
N/A—56,977-56,977-100%$4.8M———
Insigneo Advisory Services, LLC
N/A—54,373-54,373-100%$4.6M———
Summit Trail Advisors, LLC
N/A—54,115-54,115-100%$4.5M———
TrueWealth Financial Partners
N/A—53,320-53,320-100%$4.5M———
W1m Asset Management Ltd
N/A—52,161-52,161-100%$4.4M———
Integrated Wealth Concepts LLC
N/A—51,901-51,901-100%$4.3M———
Bleakley Financial Group, LLC
N/A—51,817-51,817-100%$4.3M———
Great Valley Advisor Group, Inc.
N/A—50,857-50,857-100%$4.3M———
Sandhill Capital Partners LLC
N/A—50,355-50,355-100%$4.2M———
Intrepid Family Office LLC
N/A—50,000-50,000-100%$4.2M———
Cloud Capital Management, LLC
N/A—46,757-46,757-100%$3.9M———
Lansing Street Advisors
N/A—45,421-45,421-100%$3.8M———
Mayflower Financial Advisors, LLC
N/A—43,532-43,532-100%$3.6M———
Lumbard & Kellner, LLC
N/A—42,889-42,889-100%$3.6M———
Atlas Capital Advisors Inc.
N/A—42,714-42,714-100%$3.6M———
Bradley Foster & Sargent Inc
N/A—42,217-42,217-100%$3.5M———
Atlantic Private Wealth, LLC
N/A—42,073-42,073-100%$3.5M———
Compass Advisory Group LLC
N/A—41,782-41,782-100%$3.5M———
Harbour Investments, Inc.
N/A—40,401-40,401-100%$3.4M———
O'shaughnessy Asset Management, LLC
N/A—39,926-39,926-100%$3.3M———
Leavell Investment Management, Inc.
N/A—39,577-39,577-100%$3.3M———
Parkwoods Wealth Partners, LLC
N/A—39,111-39,111-100%$3.3M———
Main Street Financial Solutions, LLC
N/A—38,619-38,619-100%$3.2M———
Legacy Wealth Advisors, LLC
N/A—38,344-38,344-100%$3.2M———
Markin Asset Management, LP
N/A—38,124-38,124-100%$3.2M———
Belpointe Asset Management LLC
N/A—37,994-37,994-100%$3.2M———
EP Wealth Advisors, LLC
N/A—36,865-36,865-100%$3.1M———
Snowden Capital Advisors LLC
N/A—36,315-36,315-100%$3.0M———
Lowe Brockenbrough & Co Inc
N/A—35,970-35,970-100%$3.0M———
Flputnam Investment Management Co
N/A—35,933-35,933-100%$3.0M———
Caitlin John, LLC
N/A—34,392-34,392-100%$2.9M———
Composition Wealth, LLC
N/A—34,207-34,207-100%$2.9M———
Monograph Wealth Advisors, LLC
N/A—33,368-33,368-100%$2.8M———
GTS Financial, LLC
N/A—33,297-33,297-100%$2.2M———
Cardiff Park Advisors, LLC
N/A—33,191-33,191-100%$2.8M———
Hamrick Investment Counsel, llc
N/A—32,400-32,400-100%$2.7M———
Betterment LLC
N/A—32,330-32,330-100%$2.7M———
Minot DeBlois Advisors LLC
N/A—32,155-32,155-100%$2.7M———
Silvercrest Asset Management Group LLC
N/A—32,123-32,123-100%$2.7M———
Truepoint, Inc.
N/A—32,106-32,106-100%$2.7M———
Alpha Capital Advisors Inc
N/A—31,708-31,708-100%$2.7M———
Smartleaf Asset Management LLC
N/A—31,415-31,415-100%$2.6M———
Unconventional Investor, LLC
N/A—31,323-31,323-100%$2.6M———
S&CO Inc
N/A—31,256-31,256-100%$2.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—30,884-30,884-100%$2.6M———
Boston Family Office LLC
N/A—30,012-30,012-100%$2.5M———
Trustmark Bank Trust Department
N/A—29,897-29,897-100%$2.5M———
Joule Financial, LLC
N/A—29,635-29,635-100%$2.5M———
Purpose Unlimited Inc.
N/A—29,596-29,596-100%$2.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—29,481-29,481-100%$2.5M———
Benjamin Edwards Inc
N/A—29,386-29,386-100%$2.5M———
Tobias Financial Advisors, Inc.
N/A—29,359-29,359-100%$2.5M———
Spinnaker Trust
N/A—29,349-29,349-100%$2.5M———
Meridian Wealth Partners, LLC
N/A—29,289-29,289-100%$2.5M———
Common Fund for Nonprofit Organizations
N/A—28,805-28,805-100%$2.4M———
Savvy Advisors, Inc.
N/A—28,125-28,125-100%$2.4M———
Hancock Whitney Corp
N/A—28,117-28,117-100%$2.4M———
National Philanthropic Trust
N/A—27,900-27,900-100%$2.3M———
Operose Advisors LLC
N/A—27,876-27,876-100%$2.3M———
Mayport, LLC
N/A—26,381-26,381-100%$2.2M———
Mutual Advisors, LLC
N/A—26,260-26,260-100%$2.2M———
Cozad Asset Management Inc
N/A—25,969-25,969-100%$2.2M———
Stokes Family Office, LLC
N/A—25,725-25,725-100%$2.2M———
Continental Investors Services, Inc.
N/A—25,518-25,518-100%$2.2M———
Tocqueville Asset Management L.P.
N/A—25,499-25,499-100%$2.1M———
Smithfield Trust Co
N/A—24,687-24,687-100%$2.1M———
GeoWealth Management, LLC
N/A—24,436-24,436-100%$2.0M———
Anchor Investment Management, LLC
N/A—24,372-24,372-100%$2.0M———
HM Payson & Co
N/A—23,899-23,899-100%$2.0M———
Gateway Wealth Partners, LLC
N/A—23,178-23,178-100%$1.9M———
Colter Lewis Investment Partners LLC
N/A—22,988-22,988-100%$1.9M———
Brown Brothers Harriman & Co
N/A—22,976-22,976-100%$1.9M———
Susquehanna International Group, LLP
N/A—22,909-22,909-100%$1.9M———
Transcend Capital Advisors, LLC
N/A—22,900-22,900-100%$1.9M———
WealthCollab, LLC
N/A—22,763-22,763-100%$1.9M———
Rothschild Wealth LLC
N/A—22,603-22,603-100%$1.9M———
Sand Hill Global Advisors, LLC
N/A—22,506-22,506-100%$1.9M———
Atlantic Union Bankshares Corp
N/A—22,493-22,493-100%$1.9M———
BOK Financial Private Wealth, Inc.
N/A—22,415-22,415-100%$1.9M———
Bank of Nova Scotia
N/A—22,300-22,300-100%$1.9M———
Orcam Financial Group
N/A—22,050-22,050-100%$1.8M———
Three Bearings Fiduciary Advisors, Inc.
N/A—22,022-22,022-100%$1.8M———
Meeder Advisory Services, Inc.
N/A—21,459-21,459-100%$1.8M———
Phillips Wealth Planners LLC
N/A—21,325-21,325-100%$1.8M———
Camelot Portfolios, LLC
N/A—21,224-21,224-100%$1.8M———
Retirement Income Solutions, Inc
N/A—20,926-20,926-100%$1.6M———
Shelton Capital Management
N/A—20,551-20,551-100%$1.7M———
Susquehanna Advisors Group, Inc.
N/A—20,250-20,250-100%$1.7M———
RBF Capital, LLC
N/A—20,000-20,000-100%$1.7M———
Elm Partners Management LLC
N/A—19,868-19,868-100%$1.7M———
Novak & Powell Financial Services, Inc.
N/A—19,712-19,712-100%$1.7M———
DV Trading LLC
N/A—19,400-19,400-100%$1.6M———
Westfuller Advisors, LLC
N/A—19,090-19,090-100%$1.6M———
Sargent Investment Group, LLC
N/A—19,013-19,013-100%$1.6M———
WFA of San Diego, LLC
N/A—18,703-18,703-100%$1.6M———
Keystone Financial Group
N/A—18,434-18,434-100%$1.5M———
Pallas Capital Advisors LLC
N/A—18,031-18,031-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—17,615-17,615-100%$1.5M———
BFC Planning, Inc.
N/A—17,609-17,609-100%$1.5M———
Glen Eagle Advisors, LLC
N/A—17,095-17,095-100%$1.4M———
1492 Capital Management LLC
N/A—17,047-17,047-100%$1.4M———
HighPoint Advisor Group LLC
N/A—16,850-16,850-100%$1.4M———
UBS Asset Management Americas LLC
N/A—16,782-16,782-100%$1.4M———
Global Retirement Partners, LLC
N/A—16,765-16,765-100%$1.4M———
Greenwich Wealth Management LLC
N/A—16,758-16,758-100%$1.4M———
Nicolet Bankshares Inc
N/A—16,735-16,735-100%$1.4M———
Capital International Investors
N/A—16,716-16,716-100%$1.4M———
BWM Planning, LLC
N/A—16,632-16,632-100%$1.4M———
Aptus Capital Advisors, LLC
N/A—16,192-16,192-100%$1.4M———
Boston Research & Management Inc
N/A—15,681-15,681-100%$1.3M———
Coppell Advisory Solutions LLC
N/A—15,554-15,554-100%$1.4M———
Capstone Wealth Management, Inc.
N/A—15,404-15,404-100%$1.3M———
Causeway Capital Management LLC
N/A—15,389-15,389-100%$1.3M———
Zhang Financial LLC
N/A—15,383-15,383-100%$1.3M———
Oak Wealth Advisors LLC
N/A—15,203-15,203-100%$1.3M———
ArborFi Advisors, LLC
N/A—15,078-15,078-100%$1.3M———
KEB Asset Management, LLC
N/A—15,061-15,061-100%$1.3M———
Scotia Capital Inc.
N/A—15,000-15,000-100%$1.3M———
UP Strategic Wealth Investment Advisors LLC
N/A—14,858-14,858-100%$1.3M———
Financial Alternatives, Inc
N/A—14,845-14,845-100%$1.2M———
OneAscent Financial Services LLC
N/A—14,776-14,776-100%$1.2M———
Ellenbecker Investment Group
N/A—14,405-14,405-100%$1.2M———
Private Wealth Asset Management, LLC
N/A—14,255-14,255-100%$1.2M———
Johnson Financial Group, Inc.
N/A—14,250-14,250-100%$1.2M———
RIK Saylor Financial, Inc.
N/A—14,010-14,010-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—13,945-13,945-100%$1.2M———
World Investment Advisors
N/A—13,844-13,844-100%$1.1M———
Nuveen, LLC
N/A—13,636-13,636-100%$1.1M———
Painted Porch Advisors LLC
N/A—13,459-13,459-100%$1.1M———
First Manhattan Co. Llc.
N/A—13,257-13,257-100%$1.1M———
Western Wealth Management, LLC
N/A—13,226-13,226-100%$1.1M———
Wescott Financial Advisory Group, LLC
N/A—12,963-12,963-100%$1.1M———
WCG Wealth Advisors LLC
N/A—12,823-12,823-100%$1.1M———
IFG Advisory, LLC
N/A—12,782-12,782-100%$1.1M———
Principal Securities, Inc.
N/A—12,771-12,771-100%$1.1M———
Trevian Wealth Management LLC
N/A—12,722-12,722-100%$1.1M———
Zacks Investment Management
N/A—12,661-12,661-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,608-12,608-100%$1.1M———
Proficio Capital Partners LLC
N/A—12,559-12,559-100%$1.1M———
Roberts Glore & Co Inc
N/A—12,307-12,307-100%$1.0M———
ESL Trust Services, LLC
N/A—12,130-12,130-100%$1.0M———
Smith, Moore & Co.
N/A—11,973-11,973-100%$1.0M———
Faithward Advisors, LLC
N/A—11,839-11,839-100%$991.6K———
IHT Wealth Management, LLC
N/A—11,755-11,755-100%$984.5K———
Summit Wealth Partners, LLC
N/A—11,719-11,719-100%$981.5K———
KDT Advisors, LLC
N/A—11,705-11,705-100%$980.3K———
WealthShield Partners, LLC
N/A—11,701-11,701-100%$980.0K———
Marble Wealth, LLC
N/A—11,567-11,567-100%$968.7K———
Rathbones Group PLC
N/A—11,533-11,533-100%$965.9K———
Checchi Capital Advisers, LLC
N/A—11,482-11,482-100%$961.6K———
Manufacturers Life Insurance Company, the
N/A—11,277-11,277-100%$878.8K———
Highland Investment Advisors LLC
N/A—11,216-11,216-100%$939.3K———
Cannell & Spears LLC
N/A—11,200-11,200-100%$938.0K———
Sound View Wealth Advisors Group, LLC
N/A—11,022-11,022-100%$923.1K———
Aimz Investment Advisors, LLC
N/A—11,008-11,008-100%$921.9K———
Northstar Financial Companies, Inc.
N/A—10,860-10,860-100%$909.5K———
Bridgewater Advisors Inc.
N/A—10,811-10,811-100%$899.7K———
NorthRock Partners, LLC
N/A—10,707-10,707-100%$896.7K———
WealthTrak Capital Management LLC
N/A—10,682-10,682-100%$894.6K———
Private Capital Management, LLC
N/A—10,523-10,523-100%$881.3K———
Citadel Advisors LLC
N/A—10,448-10,448-100%$875.0K———
Carr Financial Group Corp
N/A—10,318-10,318-100%$864.1K———
Sierra Capital LLC
N/A—10,240-10,240-100%$857.6K———
Pitcairn Wealth Advisors LLC
N/A—10,205-10,205-100%$854.7K———
Ellevest, Inc.
N/A—10,038-10,038-100%$840.7K———
Scharf Investments, LLC
N/A—10,034-10,034-100%$840.3K———
Barnes Pettey Financial Advisors, LLC
N/A—9,857-9,857-100%$825.6K———
Cape ANN Savings Bank
N/A—9,811-9,811-100%$821.7K———
Neuberger Berman Group LLC
N/A—9,810-9,810-100%$821.6K———
N.E.W. Advisory Services LLC
N/A—9,781-9,781-100%$819.2K———
HTG Investment Advisors, Inc.
N/A—9,766-9,766-100%$817.9K———
Ausdal Financial Partners, Inc.
N/A—9,652-9,652-100%$808.4K———
Squarepoint Ops LLC
N/A—9,535-9,535-100%$798.6K———
AE Wealth Management LLC
N/A—9,505-9,505-100%$796.0K———
Clarendon Private LLC
N/A—9,439-9,439-100%$790.5K———
Barometer Capital Management Inc.
N/A—9,300-9,300-100%$778.9K———
Innovative Asset Advisors Group, LLC
N/A—8,991-8,991-100%$753.0K———
Sun Financial Inc
N/A—8,902-8,902-100%$755.1K———
Ameritas Advisory Services, LLC
N/A—8,723-8,723-100%$730.5K———
Daybright Advisory Services, Inc.
N/A—8,686-8,686-100%$719.7K———
Miller Investment Management, LP
N/A—8,685-8,685-100%$727.4K———
Atomic Invest LLC
N/A—8,683-8,683-100%$722.6K———
Black Swift Group, LLC
N/A—8,600-8,600-100%$720.3K———
SEI Investments Co
N/A—8,594-8,594-100%$719.8K———
Empowered Funds, LLC
N/A—8,351-8,351-100%$699.4K———
Ancora Advisors LLCA
N/A—8,309-8,309-100%$695.9K———
Fortress Private Ledger, LLC
N/A—8,303-8,303-100%$695.4K———
Libra Wealth LLC
N/A—8,271-8,271-100%$692.7K———
Waddell & Associates, LLC
N/A—8,263-8,263-100%$692.0K———
Geneos Wealth Management Inc.
N/A—8,251-8,251-100%$691.0K———
Bouchey Financial Group, Ltd.
N/A—8,228-8,228-100%$689.1K———
Donaldson Capital Management, LLC
N/A—8,221-8,221-100%$688.5K———
Whalerock Point Partners, LLC
N/A—8,150-8,150-100%$682.6K———
Strategies Wealth Advisors, LLC
N/A—7,949-7,949-100%$665.7K———
Plum Street Advisors, LLC
N/A—7,926-7,926-100%$663.8K———
CVA Family Office, LLC
N/A—7,918-7,918-100%$663.1K———
Seven Springs Wealth Group, LLC
N/A—7,850-7,850-100%$657.4K———
Madison Wealth Partners, Inc
N/A—7,832-7,832-100%$655.9K———
Prosperity Consulting Group, LLC
N/A—7,774-7,774-100%$651.1K———
Vestmark Advisory Solutions, Inc.
N/A—7,665-7,665-100%$641.9K———
Passive Capital Management, Llc.
N/A—7,587-7,587-100%$558.1K———
SHP Wealth Management
N/A—7,463-7,463-100%$625.0K———
Westmount Partners, LLC
N/A—7,360-7,360-100%$616.4K———
GWN Securities Inc.
N/A—7,356-7,356-100%$616.0K———
Canal Capital Management, LLC
N/A—7,352-7,352-100%$615.8K———
Fort Point Capital Partners LLC
N/A—7,304-7,304-100%$611.7K———
Ironwood Investment Counsel, LLC
N/A—7,093-7,093-100%$594.1K———
First Trust Advisors LP
N/A—7,046-7,046-100%$590.1K———
Fidelis Capital Partners, LLC
N/A—7,030-7,030-100%$588.8K———
Mathes Company, Inc.
N/A—6,950-6,950-100%$582.0K———
Keebeck Wealth Management
N/A—6,907-6,907-100%$578.5K———
Cornerstone Financial Group, LLC
N/A—6,887-6,887-100%$576.8K———
Range Advisory, LLC
N/A—6,862-6,862-100%$574.7K———
Barnes Wealth Management Group, Inc
N/A—6,767-6,767-100%$566.8K———
Northeast Planning Associates, Inc. / NH /
N/A—6,685-6,685-100%$559.9K———
Townsquare Capital LLC
N/A—6,624-6,624-100%$554.8K———
Pine Harbor Wealth Management, LLC
N/A—6,547-6,547-100%$548.3K———
Argent Advisors, Inc.
N/A—6,500-6,500-100%$544.4K———
Orion Porfolio Solutions, LLC
N/A—6,484-6,484-100%$543.0K———
Cambria Investment Management, L.P.
N/A—6,344-6,344-100%$531.3K———
Hantz Financial Services, Inc.
N/A—6,220-6,220-100%$521.0K———
C M Bidwell & Associates LTD
N/A—6,145-6,145-100%$514.6K———
WNY Asset Management, LLC
N/A—6,102-6,102-100%$511.1K———
Hamilton Wealth, LLC
N/A—6,029-6,029-100%$504.9K———
Stuart Investment Advisors, Inc.
N/A—5,997-5,997-100%$502.3K———
Safe Harbor Family Capital, LLC
N/A—5,937-5,937-100%$497.2K———
Gross & Hartman Investments LLC
N/A—5,937-5,937-100%$497.2K———
Avise Financial Cooperative, Inc.
N/A—5,842-5,842-100%$489.2K———
Waterloo Capital, L.P.
N/A—5,690-5,690-100%$476.6K———
Wimmer Associates 1, LLC
N/A—5,657-5,657-100%$473.8K———
MB Generational Wealth, LLC
N/A—5,635-5,635-100%$471.9K———
Lazard Asset Management LLC
N/A—5,561-5,561-100%$465.8K———
Ehrenkranz Partners L.P.
N/A—5,544-5,544-100%$464.4K———
Hanover Advisors Inc
N/A—5,451-5,451-100%$456.5K———
Aspire Capital Advisors LLC
N/A—5,437-5,437-100%$455.4K———
Gladstone Institutional Advisory LLC
N/A—5,386-5,386-100%$451.1K———
PFG Investments, LLC
N/A—5,377-5,377-100%$450.3K———
Hirtle & Co., LLC
N/A—5,369-5,369-100%$449.7K———
Clark Capital Management Group, Inc.
N/A—5,315-5,315-100%$445.1K———
Van Hulzen Asset Management, LLC
N/A—5,249-5,249-100%$439.6K———
Capstone Financial Advisors, Inc.
N/A—5,177-5,177-100%$433.6K———
Syon Capital LLC
N/A—5,055-5,055-100%$423.4K———
Vance Wealth, LLC
N/A—5,054-5,054-100%$423.3K———
Red Door Wealth Management, LLC
N/A—5,052-5,052-100%$423.1K———
CreativeOne Wealth, LLC
N/A—4,959-4,959-100%$415.3K———
Bluebird Wealth Management LLC
N/A—4,953-4,953-100%$414.8K———
Texas Yale Capital Corp.
N/A—4,952-4,952-100%$414.7K———
Calton & Associates, Inc.
N/A—4,893-4,893-100%$409.8K———
TD Capital Management LLC
N/A—4,791-4,791-100%$401.3K———
Westbourne Investments, Inc.
N/A—4,785-4,785-100%$400.7K———
Investment Advisory Group, LLC
N/A—4,764-4,764-100%$399.0K———
Fort Sheridan Advisors LLC
N/A—4,763-4,763-100%$398.9K———
Heartland Bank & Trust Co
N/A—4,665-4,665-100%$390.7K———
Strategic Financial Services, Inc.
N/A—4,643-4,643-100%$388.9K———
Basepoint Wealth LLC
N/A—4,585-4,585-100%$384.0K———
Pettyjohn, Wood & White, Inc
N/A—4,564-4,564-100%$382.3K———
Flatrock Wealth Partners LLC
N/A—4,536-4,536-100%$379.9K———
Schiavi & Co LLC
N/A—4,519-4,519-100%$378.5K———
Foundations Investment Advisors, LLC
N/A—4,481-4,481-100%$375.3K———
Atlanta Consulting Group Advisors, LLC
N/A—4,474-4,474-100%$374.7K———
Brightwater Advisory LLC
N/A—4,466-4,466-100%$374.0K———
Strategic Financial Partners, Ltd.
N/A—4,466-4,466-100%$374.0K———
Petix & Botte Co
N/A—4,372-4,372-100%$366.2K———
Navellier & Associates Inc
N/A—4,339-4,339-100%$363.4K———
MJP Associates Inc
N/A—4,332-4,332-100%$362.8K———
Mosaic Family Wealth Partners, LLC
N/A—4,270-4,270-100%$357.6K———
German American Bancorp, Inc.
N/A—4,233-4,233-100%$354.5K———
Callan Family Office, LLC
N/A—4,189-4,189-100%$350.8K———
Swan Global Investments, LLC
N/A—4,144-4,144-100%$347.1K———
First Financial Bankshares Inc
N/A—4,130-4,130-100%$345.9K———
New Republic Capital, LLC
N/A—4,106-4,106-100%$343.9K———
Bragg Financial Advisors, Inc
N/A—4,079-4,079-100%$341.6K———
Icon Wealth Advisors, LLC
N/A—4,024-4,024-100%$337.0K———
ArchPoint Investors
N/A—4,000-4,000-100%$335.0K———
Ruggiero Investments, Inc.
N/A—4,000-4,000-100%$335.0K———
Perennial Investment Advisors, LLC
N/A—3,992-3,992-100%$334.2K———
Thornburg Investment Management Inc
N/A—3,984-3,984-100%$333.7K———
Essex Financial Services, Inc.
N/A—3,908-3,908-100%$327.3K———
SSA Swiss Advisors AG
N/A—3,900-3,900-100%$326.6K———
Tradition Wealth Management, LLC
N/A—3,889-3,889-100%$325.7K———
Fortis Capital Management LLC
N/A—3,824-3,824-100%$320.3K———
Regal Investment Advisors LLC
N/A—3,777-3,777-100%$316.3K———
Haverford Trust Co
N/A—3,712-3,712-100%$310.9K———
Bogart Wealth, LLC
N/A—3,669-3,669-100%$307.3K———
First National Advisers, LLC
N/A—3,627-3,627-100%$303.8K———
Wealth Alliance, LLC
N/A—3,621-3,621-100%$303.3K———
Nalls Sherbakoff Group, LLC
N/A—3,588-3,588-100%$300.5K———
Crews Bank & Trust
N/A—3,569-3,569-100%$298.9K———
Heritage Trust Co
N/A—3,559-3,559-100%$298.1K———
Hobbs Group Advisors, LLC
N/A—3,513-3,513-100%$294.2K———
Trivant Custom Portfolio Group, LLC
N/A—3,490-3,490-100%$292.3K———
Petra Financial Advisors Inc
N/A—3,414-3,414-100%$285.9K———
Gilbert & Cook, Inc.
N/A—3,400-3,400-100%$284.8K———
Brandes Investment Partners, LP
N/A—3,376-3,376-100%$282.7K———
CNB Bank
N/A—3,370-3,370-100%$282.2K———
Charter Research & Investment Group, Inc.
N/A—3,350-3,350-100%$280.6K———
D L Carlson Investment Group Inc
N/A—3,241-3,241-100%$271.4K———
Mairs & Power Inc
N/A—3,178-3,178-100%$266.2K———
Owen LaRue, LLC
N/A—3,176-3,176-100%$266.0K———
Rothschild Investment LLC
N/A—3,175-3,175-100%$265.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,121-3,121-100%$261.4K———
Aspiring Ventures, LLC
N/A—3,100-3,100-100%$259.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,082-3,082-100%$258.1K———
HHM Wealth Advisors, LLC
N/A—3,058-3,058-100%$256.1K———
CSM Advisors, LLC
N/A—3,036-3,036-100%$254.0K———
Chokshi & Queen Wealth Advisors, Inc
N/A—3,022-3,022-100%$253.1K———
Fort Vancouver Investment Management, LLC
N/A—3,010-3,010-100%$252.1K———
Vista Investment Management
N/A—3,008-3,008-100%$251.9K———
Colonial Trust Advisors
N/A—2,966-2,966-100%$248.4K———
Chesapeake Wealth Management
N/A—2,931-2,931-100%$245.5K———
Tacita Capital Inc
N/A—2,930-2,930-100%$245.4K———
Brand Asset Management Group, Inc.
N/A—2,870-2,870-100%$240.4K———
Wellington-Altus USA Inc.
N/A—2,862-2,862-100%$214.9K———
O'rourke & Company, Inc
N/A—2,850-2,850-100%$238.7K———
Continuum Advisory, LLC
N/A—2,840-2,840-100%$237.9K———
Cvfg LLC
N/A—2,813-2,813-100%$235.6K———
Cahill Financial Advisors Inc
N/A—2,800-2,800-100%$234.5K———
Advance Capital Management, Inc.
N/A—2,778-2,778-100%$232.7K———
Retirement Planning Group, LLC / NY
N/A—2,731-2,731-100%$228.7K———
American Trust
N/A—2,721-2,721-100%$227.9K———
TFO Wealth Partners, LLC
N/A—2,706-2,706-100%$226.6K———
Founders Financial Alliance, LLC
N/A—2,670-2,670-100%$223.6K———
Strategic Wealth Partners, Ltd.
N/A—2,662-2,662-100%$222.9K———
Douglass Winthrop Advisors, LLC
N/A—2,656-2,656-100%$222.4K———
Aegis Wealth Management LLC
N/A—2,650-2,650-100%$221.9K———
American Money Management, LLC
N/A—2,648-2,648-100%$221.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,587-2,587-100%$216.6K———
Trivium Point Advisory, LLC
N/A—2,549-2,549-100%$213.5K———
Elevation Advisory Partners LLC
N/A—2,541-2,541-100%$206.5K———
Stock Yards Bank & Trust Co
N/A—2,540-2,540-100%$212.7K———
Fielder Capital Group LLC
N/A—2,524-2,524-100%$211.4K———
GW&K Investment Management, LLC
N/A—2,495-2,495-100%$209.0K———
Brookwood Investment Group LLC
N/A—2,480-2,480-100%$207.7K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,455-2,455-100%$205.6K———
Berger Financial Group, Inc
N/A—2,440-2,440-100%$204.4K———
Advisory Alpha, LLC
N/A—2,413-2,413-100%$202.2K———
Simmons Bank
N/A—2,408-2,408-100%$201.7K———
Redwood Investment Management, LLC
N/A—2,403-2,403-100%$201.0K———
Tiaa Wealth Investment Management LLC
N/A—2,206-2,206-100%$183.6K———
Centaurus Financial, Inc.
N/A—2,014-2,014-100%$169.0K———
Frazier Financial Advisors, LLC
N/A—2,006-2,006-100%$168.0K———
Bollard Group LLC
N/A—2,006-2,006-100%$168.0K———
Timbuktu Capital Management, LLC
N/A—1,980-1,980-100%$165.8K———
Medallion Wealth Advisors, LLC
N/A—1,947-1,947-100%$163.1K———
Tradewinds, Llc.
N/A—1,874-1,874-100%$233.5K———
Horizon Investments, LLC
N/A—1,820-1,820-100%$212.9K———
USA Financial Formulas
N/A—1,777-1,777-100%$148.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,764-1,764-100%$147.7K———
LGT Financial Advisors LLC
N/A—1,745-1,745-100%$146.2K———
Meramec Financial Planners, LLC
N/A—1,654-1,654-100%$135.6K———
Fiduciary Financial Advisors
N/A—1,379-1,379-100%$115.4K———
Swan Capital LLC
N/A—1,312-1,312-100%$109.9K———
NCP Inc.
N/A—1,300-1,300-100%$108.9K———
Strategic Investment Advisors / MI
N/A—1,253-1,253-100%$104.9K———
Copia Wealth Management
N/A—1,252-1,252-100%$104.9K———
Heritage Wealth Advisors
N/A—1,230-1,230-100%$103.0K———
Ankerstar Wealth, LLC
N/A—1,218-1,218-100%$102.1K———
Synergy Investment Management, LLC
N/A—1,112-1,112-100%$93.1K———
Crewe Advisors LLC
N/A—936-936-100%$78.4K———
Family Manage LLC
N/A—900-900-100%$75.4K———
Leo H. Evart, Inc.
N/A—894-894-100%$74.9K———
Kerr Financial Planning Corp
N/A—835-835-100%$69.9K———
Boreal Capital Management LLC
N/A—728-728-100%$61.0K———
Luminist Capital LLC
N/A—708-708-100%$59.3K———
Graney & King, LLC
N/A—698-698-100%$58.5K———
Mpwm Advisory Solutions, LLC
N/A—689-689-100%$57.7K———
Miller Capital Partners, Inc.
N/A—674-674-100%$56.4K———
HighMark Wealth Management LLC
N/A—639-639-100%$53.5K———
Greykasell Wealth Strategies, Inc.
N/A—519-519-100%$43.5K———
Aventura Private Wealth, LLC
N/A—513-513-100%$43.0K———
MidFirst Bank
N/A—465-465-100%$38.9K———
Everstar Asset Management, LLC
N/A—462-462-100%$319.6K———
Pinney & Scofield, Inc.
N/A—405-405-100%$33.9K———
ST Germain D J Co Inc
N/A—404-404-100%$33.8K———
Cheviot Value Management, LLC
N/A—402-402-100%$33.7K———
Colonial Trust Co / SC
N/A—350-350-100%$29.3K———
Point72 Asset Management, L.P.
N/A—349-349-100%$29.2K———
Cornerstone Financial Management LLC
N/A—282-282-100%$23.6K———
Keating Financial Advisory Services, Inc.
N/A—263-263-100%$22.0K———
Ramirez Asset Management, Inc.
N/A—257-257-100%$21.5K———
Fourth Dimension Wealth, LLC
N/A—255-255-100%$21.4K———
Security National Bank of Sioux City Iowa
N/A—250-250-100%$20.9K———
McMillan Office, Inc.
N/A—236-236-100%$19.8K———
Anchor Bay Capital, Inc.
N/A—229-229-100%$19.4K———
Timmons Wealth Management, LLC
N/A—224-224-100%$18.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—223-223-100%$18.7K———
JDM Financial Group LLC
N/A—204-204-100%$17.1K———
Tanglewood Legacy Advisors, LLC
N/A—200-200-100%$16.8K———
Aberdeen Wealth Management LLC
N/A—185-185-100%$15.5K———
Quent Capital, LLC
N/A—180-180-100%$15.1K———
PIN OAK Investment Advisors Inc
N/A—178-178-100%$15.0K———
Alerus Financial NA
N/A—140-140-100%$11.7K———
Ameriflex Group, Inc.
N/A—140-140-100%$11.7K———
Philadelphia Investment Partners, LLC
N/A—132-132-100%$11.0K———
Transamerica Financial Advisors, LLC
N/A—131-131-100%$11.0K———
Marquette Associates, Inc.
N/A—129-129-100%$10.8K———
Manning & Napier Advisors LLC
N/A—105-105-100%$8.8K———
Rialto Wealth Management, LLC
N/A—99-99-100%$8.3K———
Mcguire Capital Advisors Inc
N/A—89-89-100%$7.5K———
Darwin Wealth Management, LLC
N/A—84-84-100%$7.1K———
PlanVest Financial, Inc
N/A—71-71-100%$5.9K———
1 North Wealth Services LLC
N/A—58-58-100%$4.9K———
Caldwell Sutter Capital, Inc.
N/A—40-40-100%$3.4K———
Tower Research Capital LLC (TRC)
N/A—18-18-100%$1.5K———
Showing 1699 of 1699 institutions