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Vanguard Health Care ETF (VHT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares880,063 from 810,666
Change+69,397 (+9%)
Value$278.2M (+$35.8M)
Filed 2026-11-06
Everett Harris & Co
INCREASED
Shares737,669 from 733,600
Change+4,069 (+1%)
Value$233.2M (+$13.8M)
Filed 2026-10-28
Beacon Capital Management, Inc.
DECREASED
Shares292,093 from 310,253
Change-18,160 (-6%)
Value$92.3M (-$443.8K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares190,848 from 192,656
Change-1,808 (-1%)
Value$60.3M (+$2.7M)
Filed 2026-11-02
Allied Investment Advisors, LLC
DECREASED
Shares145,231 from 180,940
Change-35,709 (-20%)
Value$45.9M (-$8.2M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares138,999 from 136,925
Change+2,074 (+2%)
Value$43.9M (+$3.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares137,847 from 138,608
Change-761 (-1%)
Value$43.6K (-$41.4M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares130,174 from 128,929
Change+1,245 (+1%)
Value$41.1M (+$2.6M)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares117,799 from 117,430
Change+369 (+0%)
Value$37.2M (+$2.1M)
Filed 2026-10-09
Trust Co of Vermont
INCREASED
Shares108,074 from 100,678
Change+7,396 (+7%)
Value$34.2M (+$4.1M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares103,138 from 105,841
Change-2,703 (-3%)
Value$32.6M (+$952.2K)
Filed 2026-10-30
AGF Management LTD
DECREASED
Shares97,929 from 101,584
Change-3,655 (-4%)
Value$31.0M (+$578.8K)
Filed 2026-11-03
Wheelhouse Advisory Group LLC
INCREASED
Shares93,746 from 89,830
Change+3,916 (+4%)
Value$29.6M (+$2.8M)
Filed 2026-10-20
Capital Advantage, Inc.
DECREASED
Shares88,141 from 88,732
Change-591 (-1%)
Value$27.9M (+$1.3M)
Filed 2026-10-14
Creative Planning
DECREASED
Shares80,349 from 81,231
Change-882 (-1%)
Value$25.4M (+$1.1M)
Filed 2026-11-02
Altfest L J & Co Inc
DECREASED
Shares78,881 from 81,445
Change-2,564 (-3%)
Value$24.9M (+$579.6K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares65,166 from 60,071
Change+5,095 (+8%)
Value$20.6M (+$2.6M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares59,736 from 58,281
Change+1,455 (+3%)
Value$18.9M (+$1.5M)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares56,613 from 57,047
Change-434 (-1%)
Value$17.9M (+$836.6K)
Filed 2026-10-27
WBH Advisory Inc
DECREASED
Shares56,112 from 56,991
Change-879 (-2%)
Value$17.7M (+$695.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares51,766 from 48,420
Change+3,346 (+7%)
Value$14.1M (+$1.6M)
Filed 2026-10-13
Lakeshore Financial Planning, Inc.
DECREASED
Shares51,081 from 51,457
Change-376 (-1%)
Value$16.1M (+$759.6K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares50,259 from 52,193
Change-1,934 (-4%)
Value$15.9M (+$279.7K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares44,378 from 44,319
Change+59 (+0%)
Value$14.0M (+$775.3K)
Filed 2026-10-08
SP Asset Management LLC
INCREASED
Shares42,506 from 42,255
Change+251 (+1%)
Value$13.4M (+$800.7K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares41,720 from 42,791
Change-1,071 (-2%)
Value$13.2M (+$392.3K)
Filed 2026-11-05
Marotta Asset Management
DECREASED
Shares41,065 from 50,601
Change-9,536 (-19%)
Value$13.0M (-$2.2M)
Filed 2026-10-02
Mosley Wealth Management
INCREASED
Shares38,695 from 37,158
Change+1,537 (+4%)
Value$12.7M (+$1.6M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares38,470 from 38,701
Change-231 (-1%)
Value$12.2M (+$587.8K)
Filed 2026-10-14
Royal Fund Management, LLC
INCREASED
Shares36,962 from 35,235
Change+1,727 (+5%)
Value$11.7M (+$1.1M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares36,447 from 40,007
Change-3,560 (-9%)
Value$11.5M (-$442.3K)
Filed 2026-10-05
Southern Capital Services Inc
DECREASED
Shares35,506 from 40,402
Change-4,896 (-12%)
Value$11.2M (-$858.0K)
Filed 2026-10-19
Ballast, Inc.
DECREASED
Shares34,429 from 46,127
Change-11,698 (-25%)
Value$10.9M (-$2.9M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares34,299 from 32,984
Change+1,315 (+4%)
Value$10.8M (+$978.8K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
DECREASED
Shares33,453 from 34,728
Change-1,275 (-4%)
Value$10.6M (-$20.8K)
Filed 2026-10-19
Trust Co of Oklahoma
DECREASED
Shares32,825 from 33,654
Change-829 (-2%)
Value$10.4M (+$312.4K)
Filed 2026-10-15
Dmkc Advisory Services, LLC
DECREASED
Shares32,306 from 41,280
Change-8,974 (-22%)
Value$10.2M (-$2.1M)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares27,226 from 25,613
Change+1,613 (+6%)
Value$8.6M (+$947.1K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED
Shares26,529 from 26,713
Change-184 (-1%)
Value$8.4M (+$397.8K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares25,904 from 23,292
Change+2,612 (+11%)
Value$8.2M (+$1.2M)
Filed 2026-11-05
Financial Management Network Inc
DECREASED
Shares25,788 from 26,021
Change-233 (-1%)
Value$8.0M (+$152.5K)
Filed 2026-10-09
White Lighthouse Investment Management Inc.
INCREASED
Shares25,309 from 23,758
Change+1,551 (+7%)
Value$8.0M (+$895.8K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares24,706 from 24,739
Change-33 (0%)
Value$7.8M (+$412.0K)
Filed 2026-10-28
Sharper & Granite LLC
DECREASED
Shares24,460 from 24,689
Change-229 (-1%)
Value$6.7M (-$721.1K)
Filed 2026-11-02
Jmac Enterprises LLC
INCREASED
Shares23,341 from 23,257
Change+84 (+0%)
Value$7.4M (+$423.6K)
Filed 2026-10-30
Bailard, Inc.
DECREASED
Shares23,025 from 24,668
Change-1,643 (-7%)
Value$7.3M (-$97.9K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares22,561 from 23,566
Change-1,005 (-4%)
Value$7.1M (+$84.9K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares22,328 from 22,881
Change-553 (-2%)
Value$7.1M (+$215.8K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares21,807 from 21,659
Change+148 (+1%)
Value$6.5M (+$44.3K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares20,729 from 19,878
Change+851 (+4%)
Value$6.6M (+$608.2K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares20,544 from 20,209
Change+335 (+2%)
Value$6.5M (+$450.9K)
Filed 2026-11-06
Cornerstone Advisory, LLC
DECREASED
Shares20,298 from 20,947
Change-649 (-3%)
Value$6.4M (+$152.5K)
Filed 2026-11-06
CVS Health Corp
NEW
Shares20,000
Change+20,000
Value$6.3M
Filed 2026-11-05
David Kennon Inc
INCREASED
Shares19,851 from 19,829
Change+22 (+0%)
Value$6.3M (+$345.4K)
Filed 2026-10-13
Sage Rhino Capital LLC
DECREASED
Shares19,695 from 19,720
Change-25 (0%)
Value$6.2M (+$328.5K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares19,235 from 19,397
Change-162 (-1%)
Value$6.1M (+$279.9K)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares19,084 from 19,874
Change-790 (-4%)
Value$6.0M (+$89.6K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares17,516 from 17,534
Change-18 (0%)
Value$5.5M (+$293.7K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares17,278 from 14,839
Change+2,439 (+16%)
Value$5.4M (+$922.5K)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
UNCHANGED
Shares16,395 from 16,395
Change0 (0%)
Value$5.2M (+$279.9K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares16,367 from 13,799
Change+2,568 (+19%)
Value$5.2M (+$1.0M)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares16,282 from 16,192
Change+90 (+1%)
Value$5.1M (+$304.9K)
Filed 2026-10-16
First Premier Bank
DECREASED
Shares16,226 from 16,486
Change-260 (-2%)
Value$5.1K (+$200)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares16,128 from 14,435
Change+1,693 (+12%)
Value$5.1M (+$781.5K)
Filed 2026-11-04
Waycross Investment Management Co
NEW
Shares15,779
Change+15,779
Value$5.0M
Filed 2026-10-14
AMI Investment Management Inc
DECREASED
Shares15,769 from 16,106
Change-337 (-2%)
Value$5.0M (+$168.4K)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares15,355 from 14,902
Change+453 (+3%)
Value$4.9M (+$397.5K)
Filed 2026-10-23
Washington Growth Strategies LLC
UNCHANGED
Shares14,873 from 14,873
Change0 (0%)
Value$4.7M (+$253.9K)
Filed 2026-10-19
Curran Financial Partners, LLC
DECREASED
Shares14,601 from 18,101
Change-3,500 (-19%)
Value$4.6M (-$797.3K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
INCREASED
Shares14,547 from 14,027
Change+520 (+4%)
Value$4.6M (+$403.7K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED
Shares14,400 from 14,400
Change0 (0%)
Value$4.6M (+$245.8K)
Filed 2026-10-27
Guardian Wealth Management, LLC
DECREASED
Shares14,293 from 14,985
Change-692 (-5%)
Value$4.5M (+$37.1K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares14,288 from 14,401
Change-113 (-1%)
Value$4.5M (+$210.1K)
Filed 2026-10-15
Penobscot Wealth Management
INCREASED
Shares14,257 from 14,093
Change+164 (+1%)
Value$4.5M (+$292.5K)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares14,190 from 13,206
Change+984 (+7%)
Value$4.5M (+$536.4K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares13,821 from 7,593
Change+6,228 (+82%)
Value$4.4M (+$2.1M)
Filed 2026-10-21
Baker Ellis Asset Management LLC
INCREASED
Shares13,557 from 12,807
Change+750 (+6%)
Value$4.3M (+$455.7K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares13,399 from 12,558
Change+841 (+7%)
Value$4.0M (+$210.2K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares13,312 from 13,642
Change-330 (-2%)
Value$4.2K (-$4.1M)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares13,227 from 13,410
Change-183 (-1%)
Value$4.2M (+$171.1K)
Filed 2026-10-16
Park National Corp
DECREASED
Shares13,207 from 13,881
Change-674 (-5%)
Value$4.2M (+$23.9K)
Filed 2026-10-05
Baron Financial Group, LLC
DECREASED
Shares13,010 from 13,870
Change-860 (-6%)
Value$4.1M (-$35.1K)
Filed 2026-10-09
Altura Wealth Advisors Inc.
INCREASED
Shares12,061 from 11,333
Change+728 (+6%)
Value$3.8M (+$423.5K)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares11,796 from 12,142
Change-346 (-3%)
Value$3.7M (+$97.9K)
Filed 2026-11-02
Westside Investment Management, Inc.
DECREASED
Shares11,498 from 11,515
Change-17 (0%)
Value$3.6M (+$187.4K)
Filed 2026-11-02
One Day In July LLC
DECREASED
Shares11,385 from 11,859
Change-474 (-4%)
Value$3.6M (+$52.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares11,277 from 9,058
Change+2,219 (+25%)
Value$3.6M (+$855.7K)
Filed 2026-10-08
Fischer Financial Services, Inc.
DECREASED
Shares10,808 from 11,102
Change-294 (-3%)
Value$3.4M (+$96.6K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
INCREASED
Shares10,758 from 10,673
Change+85 (+1%)
Value$3.4M (+$208.9K)
Filed 2026-11-02
RCW Management, LLC
DECREASED
Shares10,720 from 11,037
Change-317 (-3%)
Value$3.4M (+$88.2K)
Filed 2026-10-30
First Financial Corp
INCREASED
Shares10,158 from 8,837
Change+1,321 (+15%)
Value$3.2M (+$568.4K)
Filed 2026-10-13
Thayer Partners, LLC / MA
INCREASED
Shares9,663 from 8,925
Change+738 (+8%)
Value$3.1M (+$385.6K)
Filed 2026-11-06
Autumn Glory Partners, LLC
UNCHANGED
Shares9,572 from 9,572
Change0 (0%)
Value$3.0M (+$163.4K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares9,518 from 9,337
Change+181 (+2%)
Value$3.0M (+$216.6K)
Filed 2026-10-26
Valmark Advisers, Inc.
INCREASED
Shares9,469 from 9,448
Change+21 (+0%)
Value$3.0M (+$168.2K)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares9,467 from 9,213
Change+254 (+3%)
Value$3.0M (+$237.6K)
Filed 2026-10-16
Financial Freedom, LLC
UNCHANGED
Shares9,421 from 9,421
Change0 (0%)
Value$3.0M (+$160.9K)
Filed 2026-11-06
Cdkv Holdings LLC
INCREASED
Shares9,285 from 9,232
Change+53 (+1%)
Value$2.9M (+$174.2K)
Filed 2026-10-28
Retireful, LLC
NEW
Shares9,209
Change+9,209
Value$2.9M
Filed 2026-10-09
Bokf, NA
UNCHANGED
Shares9,086 from 9,086
Change0 (0%)
Value$2.9M (+$155.1K)
Filed 2026-10-27
North Forty Two & Co.
INCREASED
Shares9,065 from 9,025
Change+40 (+0%)
Value$2.9M (+$166.9K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares9,048 from 9,048
Change0 (0%)
Value$2.9M (+$154.5K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares8,919 from 9,568
Change-649 (-7%)
Value$2.8M (-$41.8K)
Filed 2026-11-05
Artesa Financial Group, LLC
DECREASED
Shares8,636 from 8,711
Change-75 (-1%)
Value$2.7M (+$125.2K)
Filed 2026-10-29
Capital Management Associates, Inc
INCREASED
Shares8,510 from 8,337
Change+173 (+2%)
Value$2.7M (+$197.2K)
Filed 2026-10-20
Northstar Asset Management Co
INCREASED
Shares8,490 from 8,465
Change+25 (+0%)
Value$2.8M (+$238.3K)
Filed 2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares8,420 from 8,420
Change0 (0%)
Value$2.5M ($0)
Filed 2026-11-03
Dahring | Cusmano LLC
INCREASED
Shares8,211 from 7,343
Change+868 (+12%)
Value$2.6M (+$399.7K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares8,196 from 7,955
Change+241 (+3%)
Value$2.6M (+$211.9K)
Filed 2026-10-29
Perennial Advisors, LLC
INCREASED
Shares8,173 from 6,086
Change+2,087 (+34%)
Value$2.6M (+$763.5K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares8,105 from 7,025
Change+1,080 (+15%)
Value$2.6M (+$461.3K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares7,885 from 7,804
Change+81 (+1%)
Value$2.5M (+$159.0K)
Filed 2026-10-28
Sovran Advisors, LLC
DECREASED
Shares7,835 from 8,188
Change-353 (-4%)
Value$2.7M (+$114.3K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,826 from 6,997
Change+829 (+12%)
Value$2.5M (+$381.5K)
Filed 2026-10-23
Advantage Trust Co
INCREASED
Shares7,367 from 7,017
Change+350 (+5%)
Value$2.3M (+$230.4K)
Filed 2026-10-19
Bluesphere Advisors LLC
INCREASED
Shares7,343 from 7,004
Change+339 (+5%)
Value$2.3M (+$226.8K)
Filed 2026-10-19
North Star Investment Management Corp.
DECREASED
Shares7,300 from 7,802
Change-502 (-6%)
Value$2.3M (-$25.6K)
Filed 2026-10-27
MontVue Capital Management, Inc.
DECREASED
Shares7,143 from 7,246
Change-103 (-1%)
Value$2.3M (+$91.1K)
Filed 2026-10-19
S&A Financial Services, Inc.
INCREASED
Shares7,034 from 7,022
Change+12 (+0%)
Value$2.2M (+$123.5K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares6,911 from 8,831
Change-1,920 (-22%)
Value$2.2M (-$456.4K)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares6,811 from 8,421
Change-1,610 (-19%)
Value$2.2M (-$272.3K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares6,798 from 6,446
Change+352 (+5%)
Value$2.1M (+$221.3K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares6,704 from 6,872
Change-168 (-2%)
Value$2.1M (-$2.5K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares6,653 from 6,661
Change-8 (0%)
Value$2.1M (+$111.2K)
Filed 2026-11-03
ASO Group Ltd
DECREASED
Shares6,611 from 8,206
Change-1,595 (-19%)
Value$2.1K (-$2.5M)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares6,588 from 6,588
Change0 (0%)
Value$2.1M (+$112.5K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares6,587 from 7,051
Change-464 (-7%)
Value$2.1M (-$26.1K)
Filed 2026-10-22
Diversify Advisory Services, LLC
INCREASED
Shares6,565 from 3,550
Change+3,015 (+85%)
Value$2.2M (+$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,565 from 3,550
Change+3,015 (+85%)
Value$2.2M (+$1.1M)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares6,538 from 6,402
Change+136 (+2%)
Value$2.1M (+$152.2K)
Filed 2026-10-16
Aprio Wealth Management, LLC
DECREASED
Shares6,496 from 7,105
Change-609 (-9%)
Value$2.1M (-$71.3K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares6,472 from 6,567
Change-95 (-1%)
Value$2.0M (+$82.1K)
Filed 2026-11-03
City State Bank
DECREASED
Shares6,456 from 6,820
Change-364 (-5%)
Value$2.0M (+$1.4K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares6,351 from 6,380
Change-29 (0%)
Value$2.0M (+$99.8K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares6,295 from 5,846
Change+449 (+8%)
Value$2.0M (+$241.5K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,240 from 5,881
Change+359 (+6%)
Value$2.0M (+$213.8K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares6,234 from 6,226
Change+8 (+0%)
Value$2.0M (+$109.3K)
Filed 2026-10-23
Cathy Pareto & Associates, Inc
DECREASED
Shares6,152 from 6,298
Change-146 (-2%)
Value$1.9M (+$61.6K)
Filed 2026-10-15
Compass Ion Advisors, LLC
INCREASED
Shares6,124 from 5,622
Change+502 (+9%)
Value$1.9M (+$254.6K)
Filed 2026-10-23
Grandfield & Dodd, LLC
UNCHANGED
Shares6,090 from 6,090
Change0 (0%)
Value$1.9M (+$104.0K)
Filed 2026-10-29
RDA Financial Network
DECREASED
Shares6,083 from 6,293
Change-210 (-3%)
Value$1.9M (+$41.0K)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares6,003 from 5,799
Change+204 (+4%)
Value$1.9M (+$163.6K)
Filed 2026-10-21
Financial Advisory Partners, LLC
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$1.8M (+$99.5K)
Filed 2026-10-23
High Net Worth Advisory Group LLC
INCREASED
Shares5,810 from 5,663
Change+147 (+3%)
Value$1.8M (+$143.1K)
Filed 2026-10-26
Accel Wealth Management
INCREASED
Shares5,637 from 5,529
Change+108 (+2%)
Value$1.8M (+$128.6K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares5,624 from 5,873
Change-249 (-4%)
Value$1.8M (+$21.6K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,620 from 5,659
Change-39 (-1%)
Value$1.8M (+$84.3K)
Filed 2026-10-19
Philadelphia Trust Co
INCREASED
Shares5,583 from 4,383
Change+1,200 (+27%)
Value$1.8K (-$1.3M)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares5,526 from 5,509
Change+17 (+0%)
Value$1.7M (+$99.3K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares5,405 from 5,439
Change-34 (-1%)
Value$1.7M (+$82.1K)
Filed 2026-10-28
Silverlake Wealth Management LLC
DECREASED
Shares5,370 from 5,560
Change-190 (-3%)
Value$1.7M (+$34.8K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares5,331 from 39,501
Change-34,170 (-86%)
Value$1.7M (-$10.1M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares5,308 from 3,838
Change+1,470 (+38%)
Value$1.8M (+$669.7K)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED
Shares5,291 from 5,326
Change-35 (-1%)
Value$1.7M (+$138.4K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
DECREASED
Shares5,284 from 5,494
Change-210 (-4%)
Value$1.7M (+$27.5K)
Filed 2026-11-06
Howard Wealth Management, LLC
DECREASED
Shares5,268 from 5,297
Change-29 (-1%)
Value$1.7M (+$81.3K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
UNCHANGED
Shares5,170 from 5,170
Change0 (0%)
Value$1.6M (+$88.3K)
Filed 2026-10-01
NWF Advisory Services Inc.
INCREASED
Shares5,161 from 4,964
Change+197 (+4%)
Value$1.6M (+$147.0K)
Filed 2026-10-19
Junk Investment Group, LLC
INCREASED
Shares5,121 from 4,389
Change+732 (+17%)
Value$1.6M (+$306.1K)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares5,102 from 2,759
Change+2,343 (+85%)
Value$1.6K (-$823.4K)
Filed 2026-10-26
Live Oak Investment Partners
DECREASED
Shares5,015 from 6,146
Change-1,131 (-18%)
Value$1.6M (-$252.6K)
Filed 2026-10-23
Triangle Securities Wealth Management
INCREASED
Shares4,998 from 4,825
Change+173 (+4%)
Value$1.6M (+$136.9K)
Filed 2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED
Shares4,956 from 5,598
Change-642 (-11%)
Value$1.6M (-$107.4K)
Filed 2026-11-04
Go Invest LLC
INCREASED
Shares4,937 from 4,406
Change+531 (+12%)
Value$1.6M (+$243.0K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares4,921 from 5,019
Change-98 (-2%)
Value$1.6M (+$54.6K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,902 from 5,168
Change-266 (-5%)
Value$1.5M (+$4.4K)
Filed 2026-10-20
BCS Wealth Management
UNCHANGED
Shares4,737 from 4,737
Change0 (0%)
Value$1.5M (+$80.9K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares4,726 from 5,517
Change-791 (-14%)
Value$1.5M (-$155.8K)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares4,711 from 4,284
Change+427 (+10%)
Value$1.5M (+$208.1K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares4,704 from 4,907
Change-203 (-4%)
Value$1.5M (+$10.7K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$1.5M (+$80.2K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares4,656 from 4,604
Change+52 (+1%)
Value$1.5M (+$95.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares4,653 from 3,569
Change+1,084 (+30%)
Value$1.5M (+$403.5K)
Filed 2026-10-23
Sidoxia Capital Management, LLC
DECREASED
Shares4,641 from 4,665
Change-24 (-1%)
Value$1.5M (+$72.0K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares4,399 from 2,476
Change+1,923 (+78%)
Value$1.4M (+$650.2K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares4,368 from 2,589
Change+1,779 (+69%)
Value$1.4M (+$606.4K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares4,363 from 4,374
Change-11 (0%)
Value$1.4M (+$71.2K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares4,353 from 4,330
Change+23 (+1%)
Value$1.4M (+$81.0K)
Filed 2026-10-14
Krilogy Financial LLC
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$1.4M (+$93.0K)
Filed 2026-10-13
Pinnacle Associates LTD
INCREASED
Shares4,273 from 4,148
Change+125 (+3%)
Value$1.4M (+$110.4K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares4,193 from 1,462
Change+2,731 (+187%)
Value$1.3M (+$888.3K)
Filed 2026-10-29
CX Institutional
DECREASED
Shares4,173 from 4,270
Change-97 (-2%)
Value$1.3K (+$42)
Filed 2026-10-02
Warner Financial, Inc
DECREASED
Shares4,164 from 4,204
Change-40 (-1%)
Value$1.3M (+$59.0K)
Filed 2026-11-06
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$1.4M (+$85.2K)
Filed 2026-10-28
Idaho Trust Co
DECREASED
Shares4,083 from 4,448
Change-365 (-8%)
Value$1.3M (-$39.5K)
Filed 2026-11-04
Ignite Planners, LLC
INCREASED
Shares4,016 from 3,996
Change+20 (+1%)
Value$1.3M (+$74.3K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares3,979 from 3,811
Change+168 (+4%)
Value$1.3M (+$118.2K)
Filed 2026-10-28
Willow Creek Wealth Management Inc.
DECREASED
Shares3,906 from 3,914
Change-8 (0%)
Value$1.2M (+$64.4K)
Filed 2026-10-26
Everest Financial Group LLC
DECREASED
Shares3,901 from 4,166
Change-265 (-6%)
Value$1.2M (-$12.3K)
Filed 2026-11-06
Flagstar Securities, Inc
INCREASED
Shares3,898 from 3,351
Change+547 (+16%)
Value$1.2M (+$230.0K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
DECREASED
Shares3,888 from 3,919
Change-31 (-1%)
Value$1.2M (+$57.0K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares3,881 from 4,054
Change-173 (-4%)
Value$1.2M (+$14.6K)
Filed 2026-10-08
Accretive Wealth Partners, LLC
INCREASED
Shares3,867 from 3,866
Change+1 (+0%)
Value$1.2M (+$66.5K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares3,847 from 2,932
Change+915 (+31%)
Value$1.2M (+$339.4K)
Filed 2026-10-28
Focused Wealth Management, Inc
DECREASED
Shares3,763 from 3,865
Change-102 (-3%)
Value$1.2M (+$33.7K)
Filed 2026-10-30
Woodward Diversified Capital, LLC
DECREASED
Shares3,762 from 3,943
Change-181 (-5%)
Value$1.2M (+$10.1K)
Filed 2026-10-21
Councilor Wealth, LLC
INCREASED
Shares3,737 from 3,736
Change+1 (+0%)
Value$1.2M (+$64.0K)
Filed 2026-10-09
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares3,714 from 3,744
Change-30 (-1%)
Value$1.2M (+$54.6K)
Filed 2026-10-22
Inscription Capital, LLC
DECREASED
Shares3,610 from 3,767
Change-157 (-4%)
Value$1.1M (+$14.4K)
Filed 2026-11-02
Red Mountain Financial, LLC
INCREASED
Shares3,606 from 3,592
Change+14 (+0%)
Value$1.1M (+$65.6K)
Filed 2026-11-03
RBA Wealth Management, LLC
DECREASED
Shares3,605 from 3,844
Change-239 (-6%)
Value$1.1M (-$9.9K)
Filed 2026-10-28
Goldstein Advisors, LLC
DECREASED
Shares3,594 from 3,598
Change-4 (0%)
Value$1.1M (+$60.2K)
Filed 2026-10-15
Congress Park Capital LLC
INCREASED
Shares3,570 from 2,115
Change+1,455 (+69%)
Value$1.1M (+$496.1K)
Filed 2026-10-13
Gryphon Financial Partners LLC
UNCHANGED
Shares3,447 from 3,447
Change0 (0%)
Value$1.1M (+$58.8K)
Filed 2026-11-04
Atala Financial Inc
INCREASED
Shares3,430 from 2,880
Change+550 (+19%)
Value$1.1M (+$223.0K)
Filed 2026-10-22
Jm2 Capital Inc.
DECREASED
Shares3,404 from 3,441
Change-37 (-1%)
Value$1.1M (+$47.0K)
Filed 2026-10-14
Great Diamond Partners, LLC
INCREASED
Shares3,397 from 3,387
Change+10 (+0%)
Value$1.1M (+$61.1K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,382 from 938
Change+2,444 (+261%)
Value$1.1M (+$788.8K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
DECREASED
Shares3,345 from 3,455
Change-110 (-3%)
Value$1.1M (+$24.2K)
Filed 2026-10-13
Financial Perspectives, Inc
DECREASED
Shares3,314 from 3,322
Change-8 (0%)
Value$1.0M (+$54.0K)
Filed 2026-11-03
Embree Financial Group
DECREASED
Shares3,310 from 3,352
Change-42 (-1%)
Value$1.0M (+$43.9K)
Filed 2026-10-22
Integral Investment Advisors, Inc.
DECREASED
Shares3,275 from 3,692
Change-417 (-11%)
Value$1.0M (-$68.8K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares3,255 from 3,316
Change-61 (-2%)
Value$1.0M (+$37.3K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
DECREASED
Shares3,228 from 3,311
Change-83 (-3%)
Value$1.0M (+$30.3K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,220 from 3,272
Change-52 (-2%)
Value$1.0M (+$39.4K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
INCREASED
Shares3,201 from 3,199
Change+2 (+0%)
Value$1.0M (+$55.2K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares3,200 from 3,246
Change-46 (-1%)
Value$1.0M (+$40.9K)
Filed 2026-10-26
Pacific Center for Financial Services
INCREASED
Shares3,199 from 3,191
Change+8 (+0%)
Value$1.0M (+$56.9K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,107 from 3,132
Change-25 (-1%)
Value$982.1K (+$45.7K)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,091 from 3,063
Change+28 (+1%)
Value$977.1K (+$61.2K)
Filed 2026-11-05
John A. Wolfe & Associates, Inc.
DECREASED
Shares3,088 from 3,501
Change-413 (-12%)
Value$976.2K (-$70.7K)
Filed 2026-11-06
Smith & Howard Wealth Management, LLC
DECREASED
Shares3,075 from 3,202
Change-127 (-4%)
Value$971.9K (+$14.5K)
Filed 2026-10-27
KTF Investments, LLC
DECREASED
Shares3,070 from 3,200
Change-130 (-4%)
Value$970.4K (+$13.5K)
Filed 2026-10-23
KDK Private Wealth Management, LLC
DECREASED
Shares3,055 from 3,058
Change-3 (0%)
Value$965.5K (+$51.3K)
Filed 2026-11-03
Lpwm LLC
INCREASED
Shares3,032 from 2,795
Change+237 (+8%)
Value$958.4K (+$122.6K)
Filed 2026-10-20
Olistico Wealth, LLC
INCREASED
Shares3,021 from 3,019
Change+2 (+0%)
Value$955.0K (+$52.2K)
Filed 2026-10-05
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,016 from 3,000
Change+16 (+1%)
Value$953.3K (+$56.3K)
Filed 2026-10-23
McGuire Investment Group, LLC
INCREASED
Shares2,941 from 2,736
Change+205 (+7%)
Value$929.6K (+$111.5K)
Filed 2026-10-23
Rayburn West Financial Services LLC
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$928.7K (+$50.2K)
Filed 2026-11-03
Waldron Private Wealth LLC
INCREASED
Shares2,929 from 2,713
Change+216 (+8%)
Value$925.8K (+$114.6K)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares2,928 from 2,936
Change-8 (0%)
Value$925.5K (+$47.6K)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares2,919 from 2,919
Change0 (0%)
Value$922.6K (+$49.8K)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares2,911 from 1,100
Change+1,811 (+165%)
Value$920.2K (+$591.3K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares2,866 from 3,028
Change-162 (-5%)
Value$905.9K (+$618)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares2,843 from 2,798
Change+45 (+2%)
Value$899 (-$835.1K)
Filed 2026-10-22
OceanIQ Capital, LLC
INCREASED
Shares2,834 from 2,832
Change+2 (+0%)
Value$896.4K (+$2.4K)
Filed 2026-10-19
Csenge Advisory Group
INCREASED
Shares2,822 from 1,106
Change+1,716 (+155%)
Value$892.0K (+$561.3K)
Filed 2026-11-04
Facet Wealth, Inc.
DECREASED
Shares2,814 from 2,984
Change-170 (-6%)
Value$889.5K (-$2.9K)
Filed 2026-11-04
Summit Global Investments
DECREASED
Shares2,798 from 2,845
Change-47 (-2%)
Value$884 (-$850.1K)
Filed 2026-10-28
Fisher Asset Management, LLC
INCREASED
Shares2,787 from 2,676
Change+111 (+4%)
Value$881.0K (+$80.7K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares2,785 from 2,684
Change+101 (+4%)
Value$880.2K (+$77.8K)
Filed 2026-11-03
Wealth Management Resources, Inc.
INCREASED
Shares2,778 from 2,777
Change+1 (+0%)
Value$877.9K (+$47.4K)
Filed 2026-10-21
IVC Wealth Advisors LLC
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$874.6K (+$47.2K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares2,750 from 2,444
Change+306 (+13%)
Value$869.3K (+$138.6K)
Filed 2026-10-30
Enzi Wealth
NEW
Shares2,744
Change+2,744
Value$868.1K
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares2,744 from 910
Change+1,834 (+202%)
Value$867.2K (+$595.0K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
DECREASED
Shares2,744 from 2,856
Change-112 (-4%)
Value$867.3K (+$13.2K)
Filed 2026-10-21
Marathon Wealth Advisors LLC
INCREASED
Shares2,712 from 2,691
Change+21 (+1%)
Value$857.1K (+$52.3K)
Filed 2026-11-04
Endeavor Private Wealth, Inc.
DECREASED
Shares2,708 from 2,837
Change-129 (-5%)
Value$855.9K (+$7.5K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares2,659 from 2,428
Change+231 (+10%)
Value$840.7K (+$114.5K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares2,650 from 2,390
Change+260 (+11%)
Value$837.5K (+$123.0K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares2,642 from 1,424
Change+1,218 (+86%)
Value$835.1K (+$409.2K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares2,603 from 2,516
Change+87 (+3%)
Value$822.9K (+$70.6K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares2,590 from 2,636
Change-46 (-2%)
Value$818.5K (+$30.4K)
Filed 2026-10-29
Obermeyer Wealth Partners
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$817.8K (+$44.2K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares2,576 from 12,879
Change-10,303 (-80%)
Value$814.2K (-$3.0M)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares2,554 from 3,188
Change-634 (-20%)
Value$807.4K (-$145.9K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares2,552 from 2,617
Change-65 (-2%)
Value$806.7K (+$24.2K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$806.0K (+$43.5K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
DECREASED
Shares2,541 from 2,791
Change-250 (-9%)
Value$803.3K (-$31.3K)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$793.4K (+$42.8K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares2,461 from 2,587
Change-126 (-5%)
Value$777.8K (+$4.4K)
Filed 2026-10-29
Wakefield Asset Management Lllp
NEW
Shares2,460
Change+2,460
Value$777.6K
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares2,411 from 1,563
Change+848 (+54%)
Value$762.1K (+$294.7K)
Filed 2026-10-09
Spinnaker Investment Group, LLC
INCREASED
Shares2,408 from 2,369
Change+39 (+2%)
Value$761.1K (+$52.8K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
INCREASED
Shares2,402 from 2,192
Change+210 (+10%)
Value$759.2K (+$103.8K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares2,375 from 2,348
Change+27 (+1%)
Value$750.7K (+$48.7K)
Filed 2026-11-03
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$747.5K (+$40.4K)
Filed 2026-10-23
Madson Wealth Advisors Inc
INCREASED
Shares2,348 from 1,584
Change+764 (+48%)
Value$742.3K (+$268.8K)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares2,336 from 1,936
Change+400 (+21%)
Value$738.4K (+$159.5K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares2,315 from 1,786
Change+529 (+30%)
Value$731.7K (+$197.5K)
Filed 2026-11-05
Allegheny Financial Group
DECREASED
Shares2,283 from 2,312
Change-29 (-1%)
Value$721.7K (+$30.2K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares2,270 from 1,944
Change+326 (+17%)
Value$717.5K (+$136.1K)
Filed 2026-10-21
Clear Point Advisors Inc.
DECREASED
Shares2,247 from 2,295
Change-48 (-2%)
Value$710.3K (+$24.0K)
Filed 2026-10-30
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,232 from 2,348
Change-116 (-5%)
Value$705.6K (+$3.4K)
Filed 2026-10-09
Welch & Forbes LLC
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$705.2K (+$38.1K)
Filed 2026-11-04
Compass Capital Management, Inc
NEW
Shares2,200
Change+2,200
Value$695.4K
Filed 2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$695.4K (+$37.6K)
Filed 2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$693.5K (+$37.5K)
Filed 2026-11-02
Hyposwiss Advisors SA
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$687.2K (+$36.5K)
Filed 2026-10-26
Mystic Asset Management, Inc.
INCREASED
Shares2,159 from 2,129
Change+30 (+1%)
Value$682.4K (+$45.8K)
Filed 2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,158 from 2,157
Change+1 (+0%)
Value$682.0K (+$37.0K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$676.4K (+$36.5K)
Filed 2026-11-04
Kathmere Capital Management, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$676.1K (+$36.5K)
Filed 2026-10-20
Eagle Harbor Asset Management Inc
INCREASED
Shares2,118 from 2,097
Change+21 (+1%)
Value$669.5K (+$42.5K)
Filed 2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED
Shares2,089 from 1,950
Change+139 (+7%)
Value$660.2K (+$77.2K)
Filed 2026-10-30
HCR Wealth Advisors
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$660.3K (+$35.8K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED
Shares2,083 from 2,128
Change-45 (-2%)
Value$658.4K (+$22.1K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares2,071 from 1,493
Change+578 (+39%)
Value$654.5K (+$207.9K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
INCREASED
Shares2,070 from 1,950
Change+120 (+6%)
Value$654.3K (+$71.2K)
Filed 2026-10-16
CWA Asset Management Group, LLC
DECREASED
Shares2,057 from 2,099
Change-42 (-2%)
Value$650.1K (+$22.5K)
Filed 2026-10-19
HF Advisory Group, LLC
DECREASED
Shares2,055 from 2,115
Change-60 (-3%)
Value$649.7K (+$17.3K)
Filed 2026-10-09
Simplicity Wealth,LLC
DECREASED
Shares2,028 from 2,053
Change-25 (-1%)
Value$641.1K (+$27.3K)
Filed 2026-10-23
Bulwark Capital Corp
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$637.5K (+$34.4K)
Filed 2026-10-13
Values Added Financial LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$636.0K (+$34.3K)
Filed 2026-10-28
Finward Bancorp
INCREASED
Shares2,009 from 1,974
Change+35 (+2%)
Value$635.0K (+$44.8K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares1,980 from 1,978
Change+2 (+0%)
Value$621.5K (+$21.3K)
Filed 2026-10-09
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$626 (-$591.4K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares1,971 from 1,726
Change+245 (+14%)
Value$623.6K (+$99.8K)
Filed 2026-10-20
Winch Advisory Services, LLC
INCREASED
Shares1,955 from 1,949
Change+6 (+0%)
Value$617.9K (+$35.1K)
Filed 2026-11-06
James Hambro & Partners LLP
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$616.4K (+$33.2K)
Filed 2026-10-19
Creekside Partners
INCREASED
Shares1,949 from 1,946
Change+3 (+0%)
Value$616.1K (+$34.1K)
Filed 2026-11-04
AlphaStar Capital Management, LLC
DECREASED
Shares1,940 from 3,420
Change-1,480 (-43%)
Value$613.2K (-$409.4K)
Filed 2026-10-16
Grant Private Wealth Management Inc
INCREASED
Shares1,886 from 1,664
Change+222 (+13%)
Value$596.2K (+$98.6K)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares1,884 from 1,920
Change-36 (-2%)
Value$595.5K (+$21.4K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares1,877 from 3,608
Change-1,731 (-48%)
Value$593.3K (-$485.5K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares1,874 from 1,452
Change+422 (+29%)
Value$592.3K (+$158.2K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares1,868 from 1,863
Change+5 (+0%)
Value$590.5K (+$33.3K)
Filed 2026-11-03
Ridgecrest Wealth Partners, LLC
INCREASED
Shares1,861 from 1,860
Change+1 (+0%)
Value$588.1K (+$31.9K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares1,840 from 3,776
Change-1,936 (-51%)
Value$581.5K (-$547.7K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares1,833 from 1,628
Change+205 (+13%)
Value$579.4K (+$92.8K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares1,832
Change+1,832
Value$579.1K
Filed 2026-10-27
Asset Advisory Group, Inc.
INCREASED
Shares1,826 from 1,825
Change+1 (+0%)
Value$577.0K (+$31.3K)
Filed 2026-10-20
Essential Planning, Llc.
INCREASED
Shares1,819 from 1,818
Change+1 (+0%)
Value$574.8K (+$31.2K)
Filed 2026-10-21
Ibex Wealth Advisors
NEW
Shares1,808
Change+1,808
Value$571.5K
Filed 2026-11-06
Collaborative Wealth Managment Inc.
DECREASED
Shares1,791 from 1,798
Change-7 (0%)
Value$566.1K (+$28.5K)
Filed 2026-11-06
WMS Group LLC
DECREASED
Shares1,761 from 1,777
Change-16 (-1%)
Value$556.6K (+$25.3K)
Filed 2026-11-06
Advisor Resource Council
NEW
Shares1,760
Change+1,760
Value$553.5K
Filed 2026-11-05
Novem Group
INCREASED
Shares1,757 from 1,659
Change+98 (+6%)
Value$555.5K (+$59.6K)
Filed 2026-10-19
Patten & Patten Inc
INCREASED
Shares1,751 from 1,671
Change+80 (+5%)
Value$553.5K (+$53.9K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares1,749 from 2,503
Change-754 (-30%)
Value$552.9K (-$195.6K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares1,744 from 1,158
Change+586 (+51%)
Value$551.3K (+$204.9K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
INCREASED
Shares1,740 from 1,540
Change+200 (+13%)
Value$550.0K (+$89.5K)
Filed 2026-10-07
Manchester Capital Management LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$549.7K (+$29.7K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
INCREASED
Shares1,736 from 1,735
Change+1 (+0%)
Value$548.8K (+$30.1K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares1,731 from 1,448
Change+283 (+20%)
Value$547.2K (+$114.1K)
Filed 2026-11-05
Founders Financial Securities LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$544.3K (+$29.4K)
Filed 2026-10-28
Alchemi Wealth, LLC
INCREASED
Shares1,720 from 1,620
Change+100 (+6%)
Value$544.0K (+$59.3K)
Filed 2026-11-04
Lazari Capital Management, Inc.
INCREASED
Shares1,714 from 1,709
Change+5 (+0%)
Value$541.7K (+$30.8K)
Filed 2026-10-20
Mainsail Asset Management, LLC
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$535.3K (+$16.5K)
Filed 2026-10-14
Guardian Capital, LLC
INCREASED
Shares1,700 from 1,674
Change+26 (+2%)
Value$537.2K (+$36.6K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares1,694 from 1,113
Change+581 (+52%)
Value$535.6K (+$202.8K)
Filed 2026-10-28
WJ Interests, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$534.2K (+$28.8K)
Filed 2026-10-14
Dagco, Inc.
DECREASED
Shares1,687 from 1,747
Change-60 (-3%)
Value$533.3K (+$10.9K)
Filed 2026-10-20
Gateway Investment Advisers LLC
NEW
Shares1,686
Change+1,686
Value$532.9K
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares1,686 from 1,824
Change-138 (-8%)
Value$533.0K (-$12.3K)
Filed 2026-10-30
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$525.6K (+$28.4K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares1,654 from 1,678
Change-24 (-1%)
Value$522.7K (+$21.0K)
Filed 2026-10-13
Perryman Financial Advisory Inc
INCREASED
Shares1,646 from 1,645
Change+1 (+0%)
Value$520.2K (+$28.2K)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,634 from 1,846
Change-212 (-11%)
Value$516.5K (-$35.5K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares1,619 from 1,602
Change+17 (+1%)
Value$511.9K (+$32.9K)
Filed 2026-10-16
Moller Wealth Partners
DECREASED
Shares1,613 from 1,665
Change-52 (-3%)
Value$510.0K (+$12.0K)
Filed 2026-10-15
HBK Sorce Advisory LLC
DECREASED
Shares1,611 from 2,925
Change-1,314 (-45%)
Value$549.7K (-$352.9K)
Filed 2026-11-06
Americana Partners, LLC
DECREASED
Shares1,596 from 1,649
Change-53 (-3%)
Value$504.5K (+$11.4K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares1,590 from 1,484
Change+106 (+7%)
Value$502.5K (+$58.6K)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares1,589 from 1,326
Change+263 (+20%)
Value$502.1K (+$105.8K)
Filed 2026-11-06
Yoder Wealth Management, Inc.
DECREASED
Shares1,580 from 1,630
Change-50 (-3%)
Value$499.4K (+$12.0K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares1,569 from 1,699
Change-130 (-8%)
Value$495.9K (-$12.1K)
Filed 2026-10-19
Apella Capital, LLC
DECREASED
Shares1,568 from 1,814
Change-246 (-14%)
Value$494.4K (-$68.3K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
DECREASED
Shares1,563 from 1,564
Change-1 (0%)
Value$494.0K (+$26.2K)
Filed 2026-10-26
Channel Wealth LLC
UNCHANGED
Shares1,561 from 1,561
Change0 (0%)
Value$493.4K (+$26.6K)
Filed 2026-11-06
Sageworth Trust Co
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$491.8K (+$26.6K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares1,554 from 1,552
Change+2 (+0%)
Value$491.3K (+$27.1K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares1,541 from 1,375
Change+166 (+12%)
Value$487.1K (+$75.9K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$482.0K (+$26.0K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares1,505 from 1,787
Change-282 (-16%)
Value$475.7K (-$58.7K)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares1,496 from 1,353
Change+143 (+11%)
Value$472.9K (+$68.4K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares1,451 from 1,457
Change-6 (0%)
Value$482.6K (+$40.6K)
Filed 2026-10-27
Patriot Investment Management Group, Inc.
INCREASED
Shares1,435 from 1,323
Change+112 (+8%)
Value$453.7K (+$58.0K)
Filed 2026-10-15
New Perspectives, Inc
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$449.5K (+$24.3K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares1,420 from 1,453
Change-33 (-2%)
Value$448.8K (+$14.4K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares1,418 from 1,417
Change+1 (+0%)
Value$448.1K (+$24.3K)
Filed 2026-10-27
LJI Wealth Management, LLC
DECREASED
Shares1,408 from 1,631
Change-223 (-14%)
Value$445.0K (-$42.6K)
Filed 2026-10-28
CMG Global Holdings, LLC
INCREASED
Shares1,405 from 1,404
Change+1 (+0%)
Value$444.0K (+$24.3K)
Filed 2026-10-14
Financial Futures Ltd Liability Co.
DECREASED
Shares1,402 from 1,796
Change-394 (-22%)
Value$443.2K (-$93.9K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,401 from 1,238
Change+163 (+13%)
Value$443.0K (+$72.8K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares1,394 from 1,659
Change-265 (-16%)
Value$440.5K (-$55.6K)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$439.4K (+$23.7K)
Filed 2026-10-30
ALM First Financial Advisors, LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$357.8K (+$19.3K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,382 from 1,520
Change-138 (-9%)
Value$436.7K (-$17.7K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares1,380 from 1,355
Change+25 (+2%)
Value$436.1K (+$30.9K)
Filed 2026-10-28
Warwick Investment Management, Inc.
INCREASED
Shares1,378 from 1,377
Change+1 (+0%)
Value$435.7K (+$24.0K)
Filed 2026-10-19
Central Trust Co
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$435.6K (+$23.5K)
Filed 2026-11-05
Capital Investment Advisors, LLC
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$424.4K (+$22.9K)
Filed 2026-10-22
Brick & Kyle, Associates
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$423.3K (+$58.6K)
Filed 2026-11-05
Advisors Management Group Inc
NEW
Shares1,323
Change+1,323
Value$418
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares1,321 from 1,336
Change-15 (-1%)
Value$414.5K (+$15.2K)
Filed 2026-10-27
Sweeney & Michel, LLC
INCREASED
Shares1,321 from 1,318
Change+3 (+0%)
Value$417.7K (+$6.2K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
DECREASED
Shares1,316 from 1,344
Change-28 (-2%)
Value$416.0K (+$14.1K)
Filed 2026-11-06
Summit Place Financial Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$410.9K (+$22.2K)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
DECREASED
Shares1,276 from 1,451
Change-175 (-12%)
Value$397.8K (-$38.8K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,267 from 1,273
Change-6 (0%)
Value$400.7K (+$19.9K)
Filed 2026-10-29
Chemistry Wealth Management LLC
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$398.6K (+$21.5K)
Filed 2026-10-16
Searle & Co.
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$398.3K (+$21.5K)
Filed 2026-11-04
Aire Advisors, LLC
INCREASED
Shares1,257 from 1,254
Change+3 (+0%)
Value$397.3K (+$22.3K)
Filed 2026-10-22
Pines Wealth Management, LLC
DECREASED
Shares1,255 from 1,259
Change-4 (0%)
Value$396.7K (+$20.2K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,254 from 1,020
Change+234 (+23%)
Value$396.2K (+$87.7K)
Filed 2026-10-13
Bare Financial Services, Inc
DECREASED
Shares1,242 from 2,585
Change-1,343 (-52%)
Value$392.6K (-$380.4K)
Filed 2026-11-04
Avaii Wealth Management, LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$386.8K (+$16.0K)
Filed 2026-10-09
Collective Family Office LLC
DECREASED
Shares1,233 from 1,271
Change-38 (-3%)
Value$389.7K (+$9.7K)
Filed 2026-10-05
Noesis Capital Mangement Corp
DECREASED
Shares1,219 from 1,344
Change-125 (-9%)
Value$385.3K (-$16.6K)
Filed 2026-10-26
Peterson Wealth Advisors, LLC
INCREASED
Shares1,215 from 1,212
Change+3 (+0%)
Value$384.0K (+$21.6K)
Filed 2026-10-08
Highland Capital Management, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$383.4K (+$20.7K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
DECREASED
Shares1,209 from 1,642
Change-433 (-26%)
Value$382.2K (-$108.8K)
Filed 2026-11-06
Shepherd Financial Partners LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$379.6K (+$20.5K)
Filed 2026-11-03
Chesley Taft & Associates LLC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$377.7K (+$20.4K)
Filed 2026-10-13
Summit Asset Management, LLC
DECREASED
Shares1,194 from 1,227
Change-33 (-3%)
Value$377.5K (+$10.5K)
Filed 2026-11-05
GSG Advisors LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$377.5K (+$20.4K)
Filed 2026-11-03
Carson Advisory Inc.
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$375.2K (+$20.3K)
Filed 2026-11-06
First Bancorp, Inc
DECREASED
Shares1,175 from 1,475
Change-300 (-20%)
Value$371.4K (-$69.6K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares1,169 from 1,344
Change-175 (-13%)
Value$369.5K (-$32.4K)
Filed 2026-10-15
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$369.2K (+$19.9K)
Filed 2026-10-14
Stableford Capital II LLC
DECREASED
Shares1,167 from 1,233
Change-66 (-5%)
Value$368.9K (+$186)
Filed 2026-10-09
Burney Co/
NEW
Shares1,151
Change+1,151
Value$363.8K
Filed 2026-10-15
Hanson & Doremus Investment Management
UNCHANGED
Shares1,149 from 1,149
Change0 (0%)
Value$363 (-$343.6K)
Filed 2026-10-16
Harmony Asset Management LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$361.4K (+$19.5K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$355.9K (+$19.2K)
Filed 2026-10-13
Ballew Advisors, Inc
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$347.8K (+$3.9K)
Filed 2026-10-05
Canvas Wealth Advisors, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$381.3K (+$47.9K)
Filed 2026-11-02
KPP Advisory Services LLC
DECREASED
Shares1,114 from 1,583
Change-469 (-30%)
Value$352.1K (-$121.2K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares1,110 from 1,112
Change-2 (0%)
Value$350.7K (+$18.3K)
Filed 2026-10-22
BLB&B Advisors, LLC
INCREASED
Shares1,107 from 843
Change+264 (+31%)
Value$349.7K (+$97.6K)
Filed 2026-10-27
Insight Advisors, LLC/ PA
DECREASED
Shares1,105 from 1,171
Change-66 (-6%)
Value$349.2K (-$1.1K)
Filed 2026-10-22
Monetary Solutions, Ltd
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$349.0K (+$18.8K)
Filed 2026-10-22
Park Edge Advisors, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$349.0K (+$18.8K)
Filed 2026-10-28
Greenhouse Wealth Management, LLC
DECREASED
Shares1,100 from 1,108
Change-8 (-1%)
Value$347.8K (+$16.3K)
Filed 2026-10-20
Private Advisory Group LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$347.1K (+$18.7K)
Filed 2026-11-06
Aurora Private Wealth, Inc.
INCREASED
Shares1,097 from 710
Change+387 (+55%)
Value$340 (-$211.7K)
Filed 2026-10-20
Black Diamond Financial, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$344.8K (+$18.6K)
Filed 2026-10-26
Blankinship & Foster, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$344.8K (+$18.6K)
Filed 2026-10-19
Capital Squared Financial LLC
DECREASED
Shares1,085 from 1,103
Change-18 (-2%)
Value$343.0K (+$13.2K)
Filed 2026-10-30
Ironsides Asset Advisors, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$339.8K (+$18.4K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares1,068 from 940
Change+128 (+14%)
Value$337.6K (+$56.7K)
Filed 2026-11-04
Nilsine Partners, LLC
NEW
Shares1,067
Change+1,067
Value$337.3K
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares1,064 from 1,047
Change+17 (+2%)
Value$336.3K (+$23.3K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
INCREASED
Shares1,060 from 1,059
Change+1 (+0%)
Value$335.0K (+$18.1K)
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares1,057 from 1,053
Change+4 (+0%)
Value$334.0K (+$19.0K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$333.5K (+$18.0K)
Filed 2026-11-06
Upper Left Wealth Management, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$331.9K (+$17.9K)
Filed 2026-10-14
Winebrenner Capital Management LLC
DECREASED
Shares1,047 from 1,050
Change-3 (0%)
Value$330.8K (+$16.7K)
Filed 2026-10-07
Mainstream Capital Management LLC
DECREASED
Shares1,044 from 1,596
Change-552 (-35%)
Value$330.0K (-$147.2K)
Filed 2026-10-23
Pacific Asset Management, LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$328.0K (+$17.7K)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,037 from 1,587
Change-550 (-35%)
Value$327.6K (-$146.7K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares1,027 from 700
Change+327 (+47%)
Value$324.6K (+$115.3K)
Filed 2026-11-05
MN Wealth Advisors, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$324.9K (+$17.8K)
Filed 2026-10-23
Salus Financial Advisors, LLC
DECREASED
Shares1,026 from 1,126
Change-100 (-9%)
Value$324.3K (-$12.4K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$324.0K (+$17.5K)
Filed 2026-10-27
Aspiriant, LLC
DECREASED
Shares1,024 from 1,185
Change-161 (-14%)
Value$324.0K (-$30.6K)
Filed 2026-10-16
Gainplan LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$323.7K (+$17.5K)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares1,012 from 953
Change+59 (+6%)
Value$320.0K (+$35.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares1,003 from 951
Change+52 (+5%)
Value$317.1K (+$32.8K)
Filed 2026-11-04
Compass Financial Group, Inc
DECREASED
Shares1,002 from 1,017
Change-15 (-1%)
Value$316.7K (+$12.6K)
Filed 2026-10-13
1900 Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$316.1K (+$17.1K)
Filed 2026-10-13
ProVise Management Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$316.1K (+$17.1K)
Filed 2026-11-06
LEE Danner & Bass Inc
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$315.6K (+$17.0K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$314.8K (+$17.0K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares990 from 988
Change+2 (+0%)
Value$312.9K (+$17.5K)
Filed 2026-10-23
Sonata Capital Group Inc
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$311.3K (+$16.8K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
NEW
Shares983
Change+983
Value$310.7K
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares979 from 1,082
Change-103 (-10%)
Value$309.4K (-$14.1K)
Filed 2026-10-08
Hobart Private Capital, LLC
INCREASED
Shares978 from 968
Change+10 (+1%)
Value$309.1K (+$19.7K)
Filed 2026-10-19
Trilogy Capital Inc.
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$307.5K (+$16.6K)
Filed 2026-10-20
Capital Square, LLC
DECREASED
Shares967 from 1,018
Change-51 (-5%)
Value$305.8K (-$3.3K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares965 from 936
Change+29 (+3%)
Value$304.9K (+$24.9K)
Filed 2026-11-03
Miller Financial Services LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$302.9K (+$16.4K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$301.9K (+$16.3K)
Filed 2026-11-05
Journey Advisory Group, LLC
INCREASED
Shares944 from 941
Change+3 (+0%)
Value$298.4K (+$17.0K)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$295.5K (+$16.0K)
Filed 2026-10-07
D.B. Root & Company, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$294.6K (+$15.9K)
Filed 2026-11-04
Lynx Investment Advisory
INCREASED
Shares931 from 929
Change+2 (+0%)
Value$294.4K (+$16.7K)
Filed 2026-10-27
Hardin Capital Partners, LLC
INCREASED
Shares930 from 915
Change+15 (+2%)
Value$294.0K (+$19.5K)
Filed 2026-10-09
DWM Financial Group, Inc.
INCREASED
Shares926 from 846
Change+80 (+9%)
Value$292.7K (+$49.2K)
Filed 2026-10-28
Burford Brothers, Inc.
INCREASED
Shares925 from 916
Change+9 (+1%)
Value$292.3K (+$18.5K)
Filed 2026-10-21
TME Financial, Inc.
INCREASED
Shares923 from 897
Change+26 (+3%)
Value$291.7K (+$23.6K)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
INCREASED
Shares915 from 913
Change+2 (+0%)
Value$286.2K (+$11.4K)
Filed 2026-10-09
Vestor Capital, LLC
DECREASED
Shares909 from 1,865
Change-956 (-51%)
Value$142 (-$344)
Filed 2026-11-04
Seamount Financial Group Inc
INCREASED
Shares909 from 906
Change+3 (+0%)
Value$287.3K (+$16.3K)
Filed 2026-10-21
Regions Financial Corp
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$287.0K (+$15.5K)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares902 from 901
Change+1 (+0%)
Value$285.2K (+$15.8K)
Filed 2026-10-23
Planned Solutions, Inc.
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$282.9K (+$15.3K)
Filed 2026-10-19
Rockland Trust Co
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$282.6K (+$15.3K)
Filed 2026-10-05
Procyon Advisors, LLC
DECREASED
Shares892 from 1,086
Change-194 (-18%)
Value$281.9K (-$42.8K)
Filed 2026-10-21
Next Level Wealth Planning, LLC
INCREASED
Shares888 from 853
Change+35 (+4%)
Value$280.7K (+$25.7K)
Filed 2026-10-29
Calder Financial LLC
INCREASED
Shares885 from 883
Change+2 (+0%)
Value$279.6K (+$15.6K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares881 from 1,030
Change-149 (-14%)
Value$278.4K (-$29.5K)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$276.9K (+$15.0K)
Filed 2026-10-16
Financial Partners Group, Inc
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$274.7K (+$15.0K)
Filed 2026-10-19
Dutch Asset Corp
DECREASED
Shares865 from 1,095
Change-230 (-21%)
Value$273.6K (-$54.1K)
Filed 2026-10-20
Plancorp, LLC
NEW
Shares851
Change+851
Value$291.3K
Filed 2026-11-03
Naples Global Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$268.7K (+$14.5K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares846 from 851
Change-5 (-1%)
Value$267.4K (+$12.9K)
Filed 2026-10-22
First National Trust Co
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$267.1K (+$14.4K)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$267.1K (+$14.5K)
Filed 2026-10-27
Helium Advisors LLC
INCREASED
Shares842 from 840
Change+2 (+0%)
Value$266.2K (+$15.1K)
Filed 2026-10-23
Columbia Asset Management
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$265.5K (+$14.3K)
Filed 2026-10-19
Hikari Power Ltd
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$266 (-$250.7K)
Filed 2026-10-30
Beacon Capital Management, LLC
DECREASED
Shares832 from 845
Change-13 (-2%)
Value$263.0K (+$10.3K)
Filed 2026-10-23
Next Level Private LLC
INCREASED
Shares831 from 829
Change+2 (+0%)
Value$262.8K (+$15.0K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares830
Change+830
Value$262.5K
Filed 2026-10-14
Crumly & Associates Inc.
NEW
Shares826
Change+826
Value$261.1K
Filed 2026-10-07
Independent Wealth Network Inc.
INCREASED
Shares817 from 775
Change+42 (+5%)
Value$258.2K (+$26.7K)
Filed 2026-10-19
Redwood Financial Network Corp
INCREASED
Shares814 from 812
Change+2 (+0%)
Value$257.2K (+$14.4K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$255.4K (+$13.8K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares805
Change+805
Value$254.4K
Filed 2026-10-21
Private Management Group Inc
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$252.6K (+$13.6K)
Filed 2026-11-04
True Link Financial Advisors, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$252.2K (+$13.6K)
Filed 2026-10-27
Oarsman Capital, Inc.
DECREASED
Shares795 from 1,095
Change-300 (-27%)
Value$251.4K (-$76.1K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$249.7K (+$13.5K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED
Shares782 from 869
Change-87 (-10%)
Value$247.0K (-$12.7K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares782 from 842
Change-60 (-7%)
Value$247.2K (-$4.5K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED
Shares782 from 781
Change+1 (+0%)
Value$247.4K (+$14.0K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$247.2K (+$13.4K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares774 from 856
Change-82 (-10%)
Value$244.6K (-$11.3K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares774 from 773
Change+1 (+0%)
Value$244.6K (+$13.4K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$243.7K (+$13.2K)
Filed 2026-10-14
Sawgrass Asset Management LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$241.8K (+$13.1K)
Filed 2026-11-03
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$240 (+$13)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$239.9K (+$13.0K)
Filed 2026-11-03
Foronjy Financial LLC
DECREASED
Shares750 from 771
Change-21 (-3%)
Value$237.1K (+$6.4K)
Filed 2026-10-14
Calamos Wealth Management LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$236.7K (+$12.8K)
Filed 2026-11-02
NavPoint Financial, Inc.
DECREASED
Shares745 from 900
Change-155 (-17%)
Value$235.4K (-$33.7K)
Filed 2026-10-21
Forum Financial Management, LP
NEW
Shares733
Change+733
Value$231.7K
Filed 2026-10-16
Somerset Trust Co
INCREASED
Shares733 from 717
Change+16 (+2%)
Value$231.7K (+$17.3K)
Filed 2026-10-13
Equitable Trust Co
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$226.9K (+$12.3K)
Filed 2026-10-13
Briaud Financial Planning Inc
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$226.3K (+$12.2K)
Filed 2026-10-20
Bell Bank
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$224.4K (+$12.1K)
Filed 2026-10-21
Strategic Wealth Advisors LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$224.4K (+$224.2K)
Filed 2026-11-06
MBL Wealth, LLC
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$223.5K (+$12.1K)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares706 from 704
Change+2 (+0%)
Value$223.1K (+$12.6K)
Filed 2026-10-19
Solutions 4 Wealth, Ltd
DECREASED
Shares700 from 850
Change-150 (-18%)
Value$221.4K (-$32.9K)
Filed 2026-11-03
Poehling Capital Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$221.3K (+$11.9K)
Filed 2026-10-20
Interchange Capital Partners, LLC
NEW
Shares693
Change+693
Value$219.0K
Filed 2026-10-28
Delta Financial Advisors LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$218.7K (+$11.8K)
Filed 2026-10-27
Avail Investment Partners, LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$218.1K (+$11.8K)
Filed 2026-10-16
Investment Research Partners LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$218.1K (+$11.8K)
Filed 2026-10-19
Weatherly Asset Management L. P.
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$217.6K (+$11.8K)
Filed 2026-10-20
Cypress Wealth Services, LLC
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$213.9K (+$9.5K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares680 from 980
Change-300 (-31%)
Value$214.9K (-$78.1K)
Filed 2026-10-20
Decision Investments, Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$214.9K (+$11.6K)
Filed 2026-10-07
Kavar Capital Partners Group, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$213.4K (+$11.5K)
Filed 2026-11-06
Prosperitas Financial LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$213.4K (+$11.5K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
DECREASED
Shares674 from 1,199
Change-525 (-44%)
Value$213.1K (-$145.5K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares674 from 824
Change-150 (-18%)
Value$217.7K (-$28.7K)
Filed 2026-10-15
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares674 from 752
Change-78 (-10%)
Value$213.0K (-$11.9K)
Filed 2026-10-08
Linscomb Wealth, Inc.
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$211.8K (+$11.4K)
Filed 2026-11-05
Promethium Advisors,llc
NEW
Shares665
Change+665
Value$210.2K
Filed 2026-10-19
Tenet Wealth Partners, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$209.6K (+$6.2K)
Filed 2026-10-19
Great Lakes Advisors, LLC
NEW
Shares661
Change+661
Value$208.9K
Filed 2026-11-06
Chicago Trust Co NA
NEW
Shares661
Change+661
Value$208.9K
Filed 2026-10-28
BCM Advisors, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$226.3K (+$24.6K)
Filed 2026-11-03
Selective Wealth Management, Inc.
NEW
Shares655
Change+655
Value$215.7K
Filed 2026-10-16
Fiscal Wisdom Wealth Management, LLC
NEW
Shares655
Change+655
Value$207.0K
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares651 from 750
Change-99 (-13%)
Value$205.8K (-$18.5K)
Filed 2026-10-06
Brookmont Capital Management
NEW
Shares646
Change+646
Value$204.3K
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
NEW
Shares643
Change+643
Value$203.2K
Filed 2026-10-20
Sloy Dahl & Holst, LLC
NEW
Shares643
Change+643
Value$203.2K
Filed 2026-10-14
Elmwood Wealth Management, Inc.
NEW
Shares640
Change+640
Value$202.3K
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares638 from 610
Change+28 (+5%)
Value$201.7K (+$19.4K)
Filed 2026-10-15
John G Ullman & Associates Inc
NEW
Shares637
Change+637
Value$201.3K
Filed 2026-11-04
Johnson Bixby & Associates, LLC
NEW
Shares637
Change+637
Value$201.2K
Filed 2026-10-14
Montecito Bank & Trust
NEW
Shares635
Change+635
Value$200.7K
Filed 2026-10-01
Laurel Wealth Advisors LLC
NEW
Shares625
Change+625
Value$197.6K
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares622 from 169
Change+453 (+268%)
Value$196.6K (+$146.1K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares611 from 293
Change+318 (+109%)
Value$190.5K (+$100.4K)
Filed 2026-11-04
Progressive Investment Management Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$189.6K (+$10.2K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$175.2K ($0)
Filed 2026-11-05
Vaquero Private Wealth, LTD
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$183.0K (+$9.9K)
Filed 2026-10-27
S.A. Mason LLC
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$178.3K (+$9.6K)
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$175.1K (+$9.5K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares522 from 431
Change+91 (+21%)
Value$165.0K (+$36.1K)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$164.7K (+$8.9K)
Filed 2026-10-19
Armor Investment Advisors, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$162.8K (+$8.8K)
Filed 2026-10-27
UMB Bank, n.a.
DECREASED
Shares509 from 746
Change-237 (-32%)
Value$160.9K (-$62.2K)
Filed 2026-11-06
EPG Wealth Management LLC
INCREASED
Shares454 from 453
Change+1 (+0%)
Value$143.5K (+$7.9K)
Filed 2026-11-03
Acropolis Investment Management, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$140.6K (+$7.6K)
Filed 2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$139.7K (+$7.5K)
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$135.0K (+$7.3K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$134 (-$88.9K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares424
Change+424
Value$134.0K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$132.8K (+$7.3K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$132.5K (+$7.3K)
Filed 2026-11-05
Hager Investment Management Services, LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$132.1K (+$7.1K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$139.7K (+$17.7K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
INCREASED
Shares407 from 406
Change+1 (+0%)
Value$128.8K (+$7.3K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$118.8K (+$6.4K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$117.9K (+$6.4K)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares361
Change+361
Value$115
Filed 2026-10-02
Abound Wealth Management
INCREASED
Shares360 from 325
Change+35 (+11%)
Value$113.8K (+$16.7K)
Filed 2026-10-26
Davis Capital Management
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$113.5K (+$6.1K)
Filed 2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$107.5K (+$5.8K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares339 from 348
Change-9 (-3%)
Value$107.2K (+$3.1K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares327
Change+327
Value$108.6K
Filed 2026-10-26
High Point Wealth Management, LLC
INCREASED
Shares313 from 312
Change+1 (+0%)
Value$98.8K (+$5.6K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$97.4K (+$5.3K)
Filed 2026-10-05
Clean Yield Group
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$94.8K (+$5.1K)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$94.2K (+$5.1K)
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$93.9K (+$5.1K)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares275
Change+275
Value$86.9K
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$86.9K (+$4.7K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
INCREASED
Shares270 from 227
Change+43 (+19%)
Value$85.3K (+$17.5K)
Filed 2026-10-13
Jacobi Capital Management LLC
NEW
Shares265
Change+265
Value$83.8K
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$83.8K (+$4.5K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares262 from 465
Change-203 (-44%)
Value$82.8K (-$56.1K)
Filed 2026-10-26
Pflug Koory, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$81.2K (+$4.4K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$79.3K (+$4.3K)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares241
Change+241
Value$76.2K
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$75.9K (+$4.1K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$75.2K (+$4.1K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$71.1K (+$3.8K)
Filed 2026-10-20
City Holding Co
DECREASED
Shares213 from 248
Change-35 (-14%)
Value$67.3K (-$6.8K)
Filed 2026-10-19
Union Savings Bank
NEW
Shares203
Change+203
Value$64.2K
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$62.6K (+$3.6K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$62.0K (+$3.3K)
Filed 2026-10-23
Triumph Capital Management
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$61.3K (+$3.3K)
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares193 from 195
Change-2 (-1%)
Value$61.0K (+$2.8K)
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$57.0K (+$3.2K)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$55.9K (+$3.0K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares176
Change+176
Value$55.7K
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$55.3K (+$3.0K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$53.1K (+$2.9K)
Filed 2026-10-13
Bullock Wealth Management Group
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$51.8K (+$2.0K)
Filed 2026-10-09
Golden State Wealth Management, LLC
INCREASED
Shares162 from 150
Change+12 (+8%)
Value$51.2K (+$6.4K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$50.6K (+$2.7K)
Filed 2026-10-15
Align Financial, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$48.9K (+$2.6K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$48.6K (+$2.6K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$48.0K (+$2.6K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares150
Change+150
Value$47.4K
Filed 2026-11-04
Y.D. More Investments Ltd
DECREASED
Shares150 from 310
Change-160 (-52%)
Value$47.4K (-$45.3K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$47.4K (+$2.6K)
Filed 2026-10-15
Bfsg, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$45.2K (+$2.4K)
Filed 2026-10-30
Duncker Streett & Co Inc
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$44.9K (+$2.4K)
Filed 2026-10-27
Spirit of America Management Corp
DECREASED
Shares141 from 39,109
Change-38,968 (-100%)
Value$45.2K (+$45.1K)
Filed 2026-10-14
Deutsche Bank Ag\
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$44.3K (+$2.4K)
Filed 2026-11-06
Hilltop National Bank
DECREASED
Shares137 from 144
Change-7 (-5%)
Value$43.3K (+$246)
Filed 2026-10-14
Bangor Savings Bank
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$42.7K (+$2.3K)
Filed 2026-10-06
Roxbury Financial LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$41.2K (+$2.2K)
Filed 2026-10-01
Contravisory Investment Management, Inc.
NEW
Shares128
Change+128
Value$40.5K
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$38.2K (+$2.1K)
Filed 2026-10-08
Costello Asset Management, Inc
DECREASED
Shares120 from 128
Change-8 (-6%)
Value$37.9K (-$343)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares107 from 108
Change-1 (-1%)
Value$33.8K (+$1.6K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
NEW
Shares105
Change+105
Value$33.2K
Filed 2026-11-05
Biltmore Family Office, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$32.2K (+$1.7K)
Filed 2026-11-03
NBT Bank, N.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$31.6K (+$1.7K)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$31.3K (+$1.7K)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares94
Change+94
Value$29.7K
Filed 2026-10-27
Markowski Investments
INCREASED
Shares91 from 68
Change+23 (+34%)
Value$28.8K (+$8.4K)
Filed 2026-10-30
Horizon Financial Services, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$27.8K (+$1.5K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares85
Change+85
Value$26.9K
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$25.9K (+$1.4K)
Filed 2026-10-02
Tsfg, LLC
DECREASED
Shares81 from 911
Change-830 (-91%)
Value$26 (-$272.0K)
Filed 2026-10-23
Valley Wealth Managers, Inc.
NEW
Shares78
Change+78
Value$24.7K
Filed 2026-10-09
Provenance Wealth Advisors, LLC
NEW
Shares77
Change+77
Value$24.3K
Filed 2026-10-30
Advanced Asset Management Advisors Inc
INCREASED
Shares76 from 75
Change+1 (+1%)
Value$24.0K (+$1.6K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$23.7K (+$1.3K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$23.1K (+$1.2K)
Filed 2026-10-05
Bank of New Hampshire
NEW
Shares68
Change+68
Value$21.5K
Filed 2026-10-06
Proathlete Wealth Management LLC
INCREASED
Shares67 from 38
Change+29 (+76%)
Value$21.4K (+$9.9K)
Filed 2026-10-15
United Community Bank
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$20.9K (+$1.1K)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$20.5K (+$1.1K)
Filed 2026-10-23
First Pacific Financial
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$20.1K (+$1.1K)
Filed 2026-10-14
Country Trust Bank
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$20.2K (+$1.1K)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$19.6K (+$1.1K)
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares60 from 36
Change+24 (+67%)
Value$19.0K (+$8.2K)
Filed 2026-10-23
Coston, McIsaac & Partners
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.1K (+$1.1K)
Filed 2026-11-06
Elevate Wealth Advisory, Inc
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$16.8K (+$907)
Filed 2026-10-29
Intesa Sanpaolo Wealth Management
NEW
Shares50
Change+50
Value$15.8K
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.8K (+$853)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.8K (+$853)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$15.5K (+$836)
Filed 2026-10-19
DecisionPoint Financial, LLC
NEW
Shares47
Change+47
Value$14.7K
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares45
Change+45
Value$14.3K
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$13.4K (+$721)
Filed 2026-10-28
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$13.0K (+$700)
Filed 2026-10-13
Peachtree Investment Partners, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$12.8K (+$694)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$12.3K (+$666)
Filed 2026-11-03
Jnba Financial Advisors
NEW
Shares36
Change+36
Value$11.4K
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$10.4K (+$563)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.9K (+$561)
Filed 2026-11-02
POM Investment Strategies, LLC
NEW
Shares29
Change+29
Value$9.2K
Filed 2026-10-20
Quaker Wealth Management, LLC
INCREASED
Shares29 from 4
Change+25 (+625%)
Value$9.2K (+$8.0K)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$9.2K (+$495)
Filed 2026-10-22
Piscataqua Savings Bank
DECREASED
Shares28 from 178
Change-150 (-84%)
Value$8.8K (-$44.4K)
Filed 2026-10-21
WestEnd Advisors, LLC
NEW
Shares27
Change+27
Value$8.5K
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$8.2K (+$444)
Filed 2026-10-16
Accordant Advisory Group Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.9K (+$426)
Filed 2026-10-29
SJS Investment Consulting Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.9K (+$426)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.3K (+$342)
Filed 2026-11-04
Global Trust Asset Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.1K (+$348)
Filed 2026-10-19
Gen-Wealth Partners Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$5.7K (+$307)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.4K (+$290)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.1K (+$273)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.1K (+$273)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares15
Change+15
Value$4.7K
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5 (+$1)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares14 from 28
Change-14 (-50%)
Value$4.4K (-$3.9K)
Filed 2026-10-14
Rothwell Investment Advisors, LLC
NEW
Shares13
Change+13
Value$4.0K
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.1K (+$222)
Filed 2026-10-26
Strengthening Families & Communities, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.0K (+$228)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.8K (+$217)
Filed 2026-10-19
Key Capital Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.2K (+$171)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.8K (+$154)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.5K (+$136)
Filed 2026-10-15
PFS Partners, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.9K (+$109)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
NEW
Shares5
Change+5
Value$1.6K
Filed 2026-10-23
Avion Wealth
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (+$68)
Filed 2026-10-26
Covestor Ltd
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1 ($0)
Filed 2026-10-30
CrossGen Wealth, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (+$68)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (+$68)
Filed 2026-10-23
Mondrian Investment Partners LTD
NEW
Shares3
Change+3
Value$999
Filed 2026-10-23
Rakuten Securities, Inc.
DECREASED
Shares3 from 99
Change-96 (-97%)
Value$948 (-$28.7K)
Filed 2026-11-02
Sterling Capital Management LLC
DECREASED
Shares1 from 417
Change-416 (-100%)
Value$316 (-$124.4K)
Filed 2026-10-22
Sapient Capital LLC
CLOSED
Shares0 from 5,619
Change-5,619 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-08
Corda Investment Management, Llc.
CLOSED
Shares0 from 3,944
Change-3,944 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
LifeGoal Investments, LLC
CLOSED
Shares0 from 2,414
Change-2,414 (-100%)
Value$0 (-$721.8K)
Filed 2026-10-09
Avestar Capital, LLC
CLOSED
Shares0 from 2,376
Change-2,376 (-100%)
Value$0 (-$710.6K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$569.6K)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,856
Change-1,856 (-100%)
Value$0 (-$555.0K)
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 1,533
Change-1,533 (-100%)
Value$0 (-$433.8K)
Filed 2026-11-03
Indivisible Partners
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$389.0K)
Filed 2026-10-26
Eclectic Associates Inc
CLOSED
Shares0 from 1,130
Change-1,130 (-100%)
Value$0 (-$337.9K)
Filed 2026-10-09
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$336.4K)
Filed 2026-11-03
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$299.0K)
Filed 2026-10-16
Legacy Advisors, LLC
CLOSED
Shares0 from 949
Change-949 (-100%)
Value$0 (-$283.8K)
Filed 2026-10-19
Argonautica Private Wealth Management, Inc
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$273.7K)
Filed 2026-11-02
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-19
Flagship Private Wealth, LLC
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$215.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$192.5K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$140.5K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$105.9K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$77.4K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$69.4K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$65.6K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$59.8K)
Filed 2026-10-28
Obsidian CIO, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$53.7K)
Filed 2026-11-05
BankPlus Trust Department
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$24.5K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$21.8K)
Filed 2026-11-06
Tower View Wealth Management LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-23
Fairway Wealth LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-30
Mcdonald Partners LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-14
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$598)
Filed 2026-10-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$177)
Filed 2026-10-26
Bank of America Corp
N/A
Shares— from 1,771,554
Change-1,771,554 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,550,340
Change-1,550,340 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,357,653
Change-1,357,653 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 909,110
Change-909,110 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 812,000
Change-812,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 724,983
Change-724,983 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 463,799
Change-463,799 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 426,345
Change-426,345 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 402,445
Change-402,445 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 381,223
Change-381,223 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 367,792
Change-367,792 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 256,444
Change-256,444 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 237,159
Change-237,159 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 222,064
Change-222,064 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 217,181
Change-217,181 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 201,925
Change-201,925 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 177,385
Change-177,385 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 134,801
Change-134,801 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 132,369
Change-132,369 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 130,319
Change-130,319 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,147
Change-117,147 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 99,226
Change-99,226 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 98,596
Change-98,596 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,248
Change-96,248 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 88,576
Change-88,576 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 87,583
Change-87,583 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 83,896
Change-83,896 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 80,846
Change-80,846 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 78,577
Change-78,577 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 64,431
Change-64,431 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,153
Change-64,153 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 63,260
Change-63,260 (-100%)
Value—
Main Management LLC
N/A
Shares— from 61,738
Change-61,738 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 61,152
Change-61,152 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 58,951
Change-58,951 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 57,247
Change-57,247 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 56,514
Change-56,514 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 54,416
Change-54,416 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 52,674
Change-52,674 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 50,139
Change-50,139 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 48,389
Change-48,389 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,348
Change-48,348 (-100%)
Value—
FMR LLC
N/A
Shares— from 47,916
Change-47,916 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 47,734
Change-47,734 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 46,059
Change-46,059 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 44,515
Change-44,515 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 40,787
Change-40,787 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 37,253
Change-37,253 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 32,467
Change-32,467 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 30,901
Change-30,901 (-100%)
Value—
Prudential PLC
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,939
Change-27,939 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 27,880
Change-27,880 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 26,641
Change-26,641 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,357
Change-26,357 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 26,316
Change-26,316 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 26,164
Change-26,164 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 26,016
Change-26,016 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 25,549
Change-25,549 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 24,943
Change-24,943 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 23,926
Change-23,926 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 23,369
Change-23,369 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 23,006
Change-23,006 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 22,738
Change-22,738 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 22,126
Change-22,126 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 22,118
Change-22,118 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,040
Change-22,040 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 21,854
Change-21,854 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 21,584
Change-21,584 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 21,446
Change-21,446 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 21,316
Change-21,316 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,112
Change-21,112 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 21,047
Change-21,047 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 20,672
Change-20,672 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 18,946
Change-18,946 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,628
Change-18,628 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 16,120
Change-16,120 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,007
Change-16,007 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 15,957
Change-15,957 (-100%)
Value—
Blair William & Co
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,493
Change-14,493 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 13,320
Change-13,320 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 13,279
Change-13,279 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,165
Change-13,165 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,881
Change-12,881 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 12,648
Change-12,648 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 10,501
Change-10,501 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 9,342
Change-9,342 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,132
Change-9,132 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
&partners
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,317
Change-8,317 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,778
Change-7,778 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,938
Change-6,938 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 5,231
Change-5,231 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
American Trust
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 988
Change-988 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 977
Change-977 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 897
Change-897 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 876
Change-876 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 846
Change-846 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 797
Change-797 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 774
Change-774 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 740
Change-740 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 718
Change-718 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 701
Change-701 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 690
Change-690 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 683
Change-683 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 670
Change-670 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 661
Change-661 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 542
Change-542 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 512
Change-512 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 481
Change-481 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 319
Change-319 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 318
Change-318 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 187
Change-187 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 110
Change-110 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 110
Change-110 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 101
Change-101 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 91
Change-91 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
CNB Bank
N/A
Shares— from 56
Change-56 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 55
Change-55 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
EFG International AG
N/A
Shares— from 53
Change-53 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 48
Change-48 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 21
Change-21 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED880,063810,666+69,397+9%$242.4M$278.2M+$35.8M2026-11-06
Everett Harris & Co
INCREASED737,669733,600+4,069+1%$219.4M$233.2M+$13.8M2026-10-28
Beacon Capital Management, Inc.
DECREASED292,093310,253-18,160-6%$92.8M$92.3M-$443.8K2026-10-13
Commonwealth Equity Services, LLC
DECREASED190,848192,656-1,808-1%$57.6M$60.3M+$2.7M2026-11-02
Allied Investment Advisors, LLC
DECREASED145,231180,940-35,709-20%$54.1M$45.9M-$8.2M2026-10-13
PNC Financial Services Group, Inc.
INCREASED138,999136,925+2,074+2%$40.9M$43.9M+$3.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED137,847138,608-761-1%$41.4M$43.6K-$41.4M2026-11-02
Lido Advisors, LLC
INCREASED130,174128,929+1,245+1%$38.6M$41.1M+$2.6M2026-11-04
Armstrong Advisory Group, Inc
INCREASED117,799117,430+369+0%$35.1M$37.2M+$2.1M2026-10-09
Trust Co of Vermont
INCREASED108,074100,678+7,396+7%$30.1M$34.2M+$4.1M2026-10-21
Truist Financial Corp
DECREASED103,138105,841-2,703-3%$31.6M$32.6M+$952.2K2026-10-30
AGF Management LTD
DECREASED97,929101,584-3,655-4%$30.4M$31.0M+$578.8K2026-11-03
Wheelhouse Advisory Group LLC
INCREASED93,74689,830+3,916+4%$26.9M$29.6M+$2.8M2026-10-20
Capital Advantage, Inc.
DECREASED88,14188,732-591-1%$26.5M$27.9M+$1.3M2026-10-14
Creative Planning
DECREASED80,34981,231-882-1%$24.3M$25.4M+$1.1M2026-11-02
Altfest L J & Co Inc
DECREASED78,88181,445-2,564-3%$24.4M$24.9M+$579.6K2026-10-27
Kestra Advisory Services, LLC
INCREASED65,16660,071+5,095+8%$18.0M$20.6M+$2.6M2026-11-02
Evergreen Capital Management LLC
INCREASED59,73658,281+1,455+3%$17.4M$18.9M+$1.5M2026-10-23
KCM Investment Advisors LLC
DECREASED56,61357,047-434-1%$17.1M$17.9M+$836.6K2026-10-27
WBH Advisory Inc
DECREASED56,11256,991-879-2%$17.0M$17.7M+$695.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED51,76648,420+3,346+7%$12.6M$14.1M+$1.6M2026-10-13
Lakeshore Financial Planning, Inc.
DECREASED51,08151,457-376-1%$15.4M$16.1M+$759.6K2026-10-13
Cedar Mountain Advisors, LLC
DECREASED50,25952,193-1,934-4%$15.6M$15.9M+$279.7K2026-10-15
Titleist Asset Management, LLC
INCREASED44,37844,319+59+0%$13.3M$14.0M+$775.3K2026-10-08
SP Asset Management LLC
INCREASED42,50642,255+251+1%$12.6M$13.4M+$800.7K2026-11-05
Fifth Third Bancorp
DECREASED41,72042,791-1,071-2%$12.8M$13.2M+$392.3K2026-11-05
Marotta Asset Management
DECREASED41,06550,601-9,536-19%$15.2M$13.0M-$2.2M2026-10-02
Mosley Wealth Management
INCREASED38,69537,158+1,537+4%$11.1M$12.7M+$1.6M2026-10-16
Focus Financial Network, Inc.
DECREASED38,47038,701-231-1%$11.6M$12.2M+$587.8K2026-10-14
Royal Fund Management, LLC
INCREASED36,96235,235+1,727+5%$10.5M$11.7M+$1.1M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED36,44740,007-3,560-9%$12.0M$11.5M-$442.3K2026-10-05
Southern Capital Services Inc
DECREASED35,50640,402-4,896-12%$12.1M$11.2M-$858.0K2026-10-19
Ballast, Inc.
DECREASED34,42946,127-11,698-25%$13.8M$10.9M-$2.9M2026-10-20
Merit Financial Group, LLC
INCREASED34,29932,984+1,315+4%$9.9M$10.8M+$978.8K2026-11-06
New England Private Wealth Advisors LLC
DECREASED33,45334,728-1,275-4%$10.6M$10.6M-$20.8K2026-10-19
Trust Co of Oklahoma
DECREASED32,82533,654-829-2%$10.1M$10.4M+$312.4K2026-10-15
Dmkc Advisory Services, LLC
DECREASED32,30641,280-8,974-22%$12.3M$10.2M-$2.1M2026-11-04
IFP Advisors, Inc
INCREASED27,22625,613+1,613+6%$7.7M$8.6M+$947.1K2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED26,52926,713-184-1%$8.0M$8.4M+$397.8K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED25,90423,292+2,612+11%$7.0M$8.2M+$1.2M2026-11-05
Financial Management Network Inc
DECREASED25,78826,021-233-1%$7.9M$8.0M+$152.5K2026-10-09
White Lighthouse Investment Management Inc.
INCREASED25,30923,758+1,551+7%$7.1M$8.0M+$895.8K2026-10-21
D.A. Davidson & Co.
DECREASED24,70624,739-330%$7.4M$7.8M+$412.0K2026-10-28
Sharper & Granite LLC
DECREASED24,46024,689-229-1%$7.4M$6.7M-$721.1K2026-11-02
Jmac Enterprises LLC
INCREASED23,34123,257+84+0%$7.0M$7.4M+$423.6K2026-10-30
Bailard, Inc.
DECREASED23,02524,668-1,643-7%$7.4M$7.3M-$97.9K2026-10-13
AlphaCore Capital LLC
DECREASED22,56123,566-1,005-4%$7.0M$7.1M+$84.9K2026-11-04
Apollon Financial, LLC
DECREASED22,32822,881-553-2%$6.8M$7.1M+$215.8K2026-10-23
Allworth Financial LP
INCREASED21,80721,659+148+1%$6.5M$6.5M+$44.3K2026-11-06
Citigroup Inc
INCREASED20,72919,878+851+4%$5.9M$6.6M+$608.2K2026-11-04
Clearstead Advisors, LLC
INCREASED20,54420,209+335+2%$6.0M$6.5M+$450.9K2026-11-06
Cornerstone Advisory, LLC
DECREASED20,29820,947-649-3%$6.3M$6.4M+$152.5K2026-11-06
CVS Health Corp
NEW20,000—+20,000——$6.3M—2026-11-05
David Kennon Inc
INCREASED19,85119,829+22+0%$5.9M$6.3M+$345.4K2026-10-13
Sage Rhino Capital LLC
DECREASED19,69519,720-250%$5.9M$6.2M+$328.5K2026-10-28
Assetmark, Inc
DECREASED19,23519,397-162-1%$5.8M$6.1M+$279.9K2026-10-21
Creative Financial Designs Inc
DECREASED19,08419,874-790-4%$5.9M$6.0M+$89.6K2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED17,51617,534-180%$5.2M$5.5M+$293.7K2026-10-16
TD Waterhouse Canada Inc.
INCREASED17,27814,839+2,439+16%$4.5M$5.4M+$922.5K2026-10-16
Gibraltar Capital Management, Inc.
UNCHANGED16,39516,39500%$4.9M$5.2M+$279.9K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED16,36713,799+2,568+19%$4.1M$5.2M+$1.0M2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED16,28216,192+90+1%$4.8M$5.1M+$304.9K2026-10-16
First Premier Bank
DECREASED16,22616,486-260-2%$4.9K$5.1K+$2002026-10-13
Visionary Wealth Advisors
INCREASED16,12814,435+1,693+12%$4.3M$5.1M+$781.5K2026-11-04
Waycross Investment Management Co
NEW15,779—+15,779——$5.0M—2026-10-14
AMI Investment Management Inc
DECREASED15,76916,106-337-2%$4.8M$5.0M+$168.4K2026-10-27
HB Wealth Management, LLC
INCREASED15,35514,902+453+3%$4.5M$4.9M+$397.5K2026-10-23
Washington Growth Strategies LLC
UNCHANGED14,87314,87300%$4.4M$4.7M+$253.9K2026-10-19
Curran Financial Partners, LLC
DECREASED14,60118,101-3,500-19%$5.4M$4.6M-$797.3K2026-11-04
Cornerstone Wealth Management, LLC
INCREASED14,54714,027+520+4%$4.2M$4.6M+$403.7K2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED14,40014,40000%$4.3M$4.6M+$245.8K2026-10-27
Guardian Wealth Management, LLC
DECREASED14,29314,985-692-5%$4.5M$4.5M+$37.1K2026-10-14
Atria Investments, Inc
DECREASED14,28814,401-113-1%$4.3M$4.5M+$210.1K2026-10-15
Penobscot Wealth Management
INCREASED14,25714,093+164+1%$4.2M$4.5M+$292.5K2026-10-21
SBI Securities Co., Ltd.
INCREASED14,19013,206+984+7%$3.9M$4.5M+$536.4K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED13,8217,593+6,228+82%$2.3M$4.4M+$2.1M2026-10-21
Baker Ellis Asset Management LLC
INCREASED13,55712,807+750+6%$3.8M$4.3M+$455.7K2026-10-14
Sigma Planning Corp
INCREASED13,39912,558+841+7%$3.8M$4.0M+$210.2K2026-10-23
Thrivent Financial for Lutherans
DECREASED13,31213,642-330-2%$4.1M$4.2K-$4.1M2026-11-05
Praetorian Wealth Management, Inc.
DECREASED13,22713,410-183-1%$4.0M$4.2M+$171.1K2026-10-16
Park National Corp
DECREASED13,20713,881-674-5%$4.2M$4.2M+$23.9K2026-10-05
Baron Financial Group, LLC
DECREASED13,01013,870-860-6%$4.1M$4.1M-$35.1K2026-10-09
Altura Wealth Advisors Inc.
INCREASED12,06111,333+728+6%$3.4M$3.8M+$423.5K2026-10-22
Cora Capital Advisors LLC
DECREASED11,79612,142-346-3%$3.6M$3.7M+$97.9K2026-11-02
Westside Investment Management, Inc.
DECREASED11,49811,515-170%$3.4M$3.6M+$187.4K2026-11-02
One Day In July LLC
DECREASED11,38511,859-474-4%$3.5M$3.6M+$52.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED11,2779,058+2,219+25%$2.7M$3.6M+$855.7K2026-10-08
Fischer Financial Services, Inc.
DECREASED10,80811,102-294-3%$3.3M$3.4M+$96.6K2026-10-30
Raab & Moskowitz Asset Management LLC
INCREASED10,75810,673+85+1%$3.2M$3.4M+$208.9K2026-11-02
RCW Management, LLC
DECREASED10,72011,037-317-3%$3.3M$3.4M+$88.2K2026-10-30
First Financial Corp
INCREASED10,1588,837+1,321+15%$2.6M$3.2M+$568.4K2026-10-13
Thayer Partners, LLC / MA
INCREASED9,6638,925+738+8%$2.7M$3.1M+$385.6K2026-11-06
Autumn Glory Partners, LLC
UNCHANGED9,5729,57200%$2.9M$3.0M+$163.4K2026-10-26
Oppenheimer & Co Inc
INCREASED9,5189,337+181+2%$2.8M$3.0M+$216.6K2026-10-26
Valmark Advisers, Inc.
INCREASED9,4699,448+21+0%$2.8M$3.0M+$168.2K2026-11-06
Sheets Smith Wealth Management
INCREASED9,4679,213+254+3%$2.8M$3.0M+$237.6K2026-10-16
Financial Freedom, LLC
UNCHANGED9,4219,42100%$2.8M$3.0M+$160.9K2026-11-06
Cdkv Holdings LLC
INCREASED9,2859,232+53+1%$2.8M$2.9M+$174.2K2026-10-28
Retireful, LLC
NEW9,209—+9,209——$2.9M—2026-10-09
Bokf, NA
UNCHANGED9,0869,08600%$2.7M$2.9M+$155.1K2026-10-27
North Forty Two & Co.
INCREASED9,0659,025+40+0%$2.7M$2.9M+$166.9K2026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED9,0489,04800%$2.7M$2.9M+$154.5K2026-10-27
US Bancorp \de\
DECREASED8,9199,568-649-7%$2.9M$2.8M-$41.8K2026-11-05
Artesa Financial Group, LLC
DECREASED8,6368,711-75-1%$2.6M$2.7M+$125.2K2026-10-29
Capital Management Associates, Inc
INCREASED8,5108,337+173+2%$2.5M$2.7M+$197.2K2026-10-20
Northstar Asset Management Co
INCREASED8,4908,465+25+0%$2.6M$2.8M+$238.3K2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED8,4208,42000%$2.5M$2.5M$02026-11-03
Dahring | Cusmano LLC
INCREASED8,2117,343+868+12%$2.2M$2.6M+$399.7K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED8,1967,955+241+3%$2.4M$2.6M+$211.9K2026-10-29
Perennial Advisors, LLC
INCREASED8,1736,086+2,087+34%$1.8M$2.6M+$763.5K2026-10-13
Brown, Lisle Ings, Inc.
INCREASED8,1057,025+1,080+15%$2.1M$2.6M+$461.3K2026-10-16
Lebenthal Global Advisors, LLC
INCREASED7,8857,804+81+1%$2.3M$2.5M+$159.0K2026-10-28
Sovran Advisors, LLC
DECREASED7,8358,188-353-4%$2.6M$2.7M+$114.3K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED7,8266,997+829+12%$2.1M$2.5M+$381.5K2026-10-23
Advantage Trust Co
INCREASED7,3677,017+350+5%$2.1M$2.3M+$230.4K2026-10-19
Bluesphere Advisors LLC
INCREASED7,3437,004+339+5%$2.1M$2.3M+$226.8K2026-10-19
North Star Investment Management Corp.
DECREASED7,3007,802-502-6%$2.3M$2.3M-$25.6K2026-10-27
MontVue Capital Management, Inc.
DECREASED7,1437,246-103-1%$2.2M$2.3M+$91.1K2026-10-19
S&A Financial Services, Inc.
INCREASED7,0347,022+12+0%$2.1M$2.2M+$123.5K2026-11-03
Mission Wealth Management, LP
DECREASED6,9118,831-1,920-22%$2.6M$2.2M-$456.4K2026-10-15
Savant Capital, LLC
DECREASED6,8118,421-1,610-19%$2.4M$2.2M-$272.3K2026-11-06
Rossby Financial, LCC
INCREASED6,7986,446+352+5%$1.9M$2.1M+$221.3K2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED6,7046,872-168-2%$2.1M$2.1M-$2.5K2026-10-13
Parallel Advisors, LLC
DECREASED6,6536,661-80%$2.0M$2.1M+$111.2K2026-11-03
ASO Group Ltd
DECREASED6,6118,206-1,595-19%$2.5M$2.1K-$2.5M2026-11-05
Principle Wealth Partners LLC
UNCHANGED6,5886,58800%$2.0M$2.1M+$112.5K2026-11-02
Brookstone Capital Management
DECREASED6,5877,051-464-7%$2.1M$2.1M-$26.1K2026-10-22
Diversify Advisory Services, LLC
INCREASED6,5653,550+3,015+85%$1.1M$2.2M+$1.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED6,5653,550+3,015+85%$1.1M$2.2M+$1.1M2026-10-20
Eagle Strategies LLC
INCREASED6,5386,402+136+2%$1.9M$2.1M+$152.2K2026-10-16
Aprio Wealth Management, LLC
DECREASED6,4967,105-609-9%$2.1M$2.1M-$71.3K2026-10-28
Brighton Jones LLC
DECREASED6,4726,567-95-1%$2.0M$2.0M+$82.1K2026-11-03
City State Bank
DECREASED6,4566,820-364-5%$2.0M$2.0M+$1.4K2026-10-20
Independent Financial Group, LLC
DECREASED6,3516,380-290%$1.9M$2.0M+$99.8K2026-10-13
Retirement Planning Group, LLC
INCREASED6,2955,846+449+8%$1.7M$2.0M+$241.5K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED6,2405,881+359+6%$1.8M$2.0M+$213.8K2026-10-13
Harbor Asset Planning, Inc.
INCREASED6,2346,226+8+0%$1.9M$2.0M+$109.3K2026-10-23
Cathy Pareto & Associates, Inc
DECREASED6,1526,298-146-2%$1.9M$1.9M+$61.6K2026-10-15
Compass Ion Advisors, LLC
INCREASED6,1245,622+502+9%$1.7M$1.9M+$254.6K2026-10-23
Grandfield & Dodd, LLC
UNCHANGED6,0906,09000%$1.8M$1.9M+$104.0K2026-10-29
RDA Financial Network
DECREASED6,0836,293-210-3%$1.9M$1.9M+$41.0K2026-10-15
Fifth Third Securities, Inc.
INCREASED6,0035,799+204+4%$1.7M$1.9M+$163.6K2026-10-21
Financial Advisory Partners, LLC
UNCHANGED5,8305,83000%$1.7M$1.8M+$99.5K2026-10-23
High Net Worth Advisory Group LLC
INCREASED5,8105,663+147+3%$1.7M$1.8M+$143.1K2026-10-26
Accel Wealth Management
INCREASED5,6375,529+108+2%$1.7M$1.8M+$128.6K2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED5,6245,873-249-4%$1.8M$1.8M+$21.6K2026-11-05
Laurel OAK Wealth Management, LLC
DECREASED5,6205,659-39-1%$1.7M$1.8M+$84.3K2026-10-19
Philadelphia Trust Co
INCREASED5,5834,383+1,200+27%$1.3M$1.8K-$1.3M2026-11-05
Citizens Financial Group Inc
INCREASED5,5265,509+17+0%$1.6M$1.7M+$99.3K2026-10-23
Parsons Capital Management Inc
DECREASED5,4055,439-34-1%$1.6M$1.7M+$82.1K2026-10-28
Silverlake Wealth Management LLC
DECREASED5,3705,560-190-3%$1.7M$1.7M+$34.8K2026-10-21
Axxcess Wealth Management, LLC
DECREASED5,33139,501-34,170-86%$11.8M$1.7M-$10.1M2026-10-21
Prospera Financial Services Inc
INCREASED5,3083,838+1,470+38%$1.1M$1.8M+$669.7K2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED5,2915,326-35-1%$1.6M$1.7M+$138.4K2026-10-22
Institute for Wealth Management, Llc.
DECREASED5,2845,494-210-4%$1.6M$1.7M+$27.5K2026-11-06
Howard Wealth Management, LLC
DECREASED5,2685,297-29-1%$1.6M$1.7M+$81.3K2026-10-28
Stonebridge Financial Group, LLC
UNCHANGED5,1705,17000%$1.5M$1.6M+$88.3K2026-10-01
NWF Advisory Services Inc.
INCREASED5,1614,964+197+4%$1.5M$1.6M+$147.0K2026-10-19
Junk Investment Group, LLC
INCREASED5,1214,389+732+17%$1.3M$1.6M+$306.1K2026-10-19
Park Avenue Securities LLC
INCREASED5,1022,759+2,343+85%$825.0K$1.6K-$823.4K2026-10-26
Live Oak Investment Partners
DECREASED5,0156,146-1,131-18%$1.8M$1.6M-$252.6K2026-10-23
Triangle Securities Wealth Management
INCREASED4,9984,825+173+4%$1.4M$1.6M+$136.9K2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED4,9565,598-642-11%$1.7M$1.6M-$107.4K2026-11-04
Go Invest LLC
INCREASED4,9374,406+531+12%$1.3M$1.6M+$243.0K2026-10-09
Perigon Wealth Management, LLC
DECREASED4,9215,019-98-2%$1.5M$1.6M+$54.6K2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED4,9025,168-266-5%$1.5M$1.5M+$4.4K2026-10-20
BCS Wealth Management
UNCHANGED4,7374,73700%$1.4M$1.5M+$80.9K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED4,7265,517-791-14%$1.6M$1.5M-$155.8K2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED4,7114,284+427+10%$1.3M$1.5M+$208.1K2026-10-22
Salomon & Ludwin, LLC
DECREASED4,7044,907-203-4%$1.5M$1.5M+$10.7K2026-10-29
BigSur Wealth Management LLC
UNCHANGED4,7004,70000%$1.4M$1.5M+$80.2K2026-10-13
Nations Financial Group Inc,
INCREASED4,6564,604+52+1%$1.4M$1.5M+$95.1K2026-11-05
Apollon Wealth Management, LLC
INCREASED4,6533,569+1,084+30%$1.1M$1.5M+$403.5K2026-10-23
Sidoxia Capital Management, LLC
DECREASED4,6414,665-24-1%$1.4M$1.5M+$72.0K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED4,3992,476+1,923+78%$740.3K$1.4M+$650.2K2026-11-06
Integrity Alliance, Llc.
INCREASED4,3682,589+1,779+69%$774.3K$1.4M+$606.4K2026-10-29
PFG Advisors
DECREASED4,3634,374-110%$1.3M$1.4M+$71.2K2026-10-16
Davenport & Co LLC
INCREASED4,3534,330+23+1%$1.3M$1.4M+$81.0K2026-10-14
Krilogy Financial LLC
UNCHANGED4,2904,29000%$1.3M$1.4M+$93.0K2026-10-13
Pinnacle Associates LTD
INCREASED4,2734,148+125+3%$1.2M$1.4M+$110.4K2026-10-20
Vise Technologies, Inc.
INCREASED4,1931,462+2,731+187%$437.1K$1.3M+$888.3K2026-10-29
CX Institutional
DECREASED4,1734,270-97-2%$1.3K$1.3K+$422026-10-02
Warner Financial, Inc
DECREASED4,1644,204-40-1%$1.3M$1.3M+$59.0K2026-11-06
Financial Solutions Advisory Group, Inc.
UNCHANGED4,1364,13600%$1.3M$1.4M+$85.2K2026-10-28
Idaho Trust Co
DECREASED4,0834,448-365-8%$1.3M$1.3M-$39.5K2026-11-04
Ignite Planners, LLC
INCREASED4,0163,996+20+1%$1.2M$1.3M+$74.3K2026-10-14
MGO One Seven LLC
INCREASED3,9793,811+168+4%$1.1M$1.3M+$118.2K2026-10-28
Willow Creek Wealth Management Inc.
DECREASED3,9063,914-80%$1.2M$1.2M+$64.4K2026-10-26
Everest Financial Group LLC
DECREASED3,9014,166-265-6%$1.2M$1.2M-$12.3K2026-11-06
Flagstar Securities, Inc
INCREASED3,8983,351+547+16%$1.0M$1.2M+$230.0K2026-10-15
Signal Advisors Wealth, LLC
DECREASED3,8883,919-31-1%$1.2M$1.2M+$57.0K2026-10-13
Valeo Financial Advisors, LLC
DECREASED3,8814,054-173-4%$1.2M$1.2M+$14.6K2026-10-08
Accretive Wealth Partners, LLC
INCREASED3,8673,866+1+0%$1.2M$1.2M+$66.5K2026-11-06
Modera Wealth Management, LLC
INCREASED3,8472,932+915+31%$876.7K$1.2M+$339.4K2026-10-28
Focused Wealth Management, Inc
DECREASED3,7633,865-102-3%$1.2M$1.2M+$33.7K2026-10-30
Woodward Diversified Capital, LLC
DECREASED3,7623,943-181-5%$1.2M$1.2M+$10.1K2026-10-21
Councilor Wealth, LLC
INCREASED3,7373,736+1+0%$1.1M$1.2M+$64.0K2026-10-09
Christensen, King & Associates Investment Services, Inc.
DECREASED3,7143,744-30-1%$1.1M$1.2M+$54.6K2026-10-22
Inscription Capital, LLC
DECREASED3,6103,767-157-4%$1.1M$1.1M+$14.4K2026-11-02
Red Mountain Financial, LLC
INCREASED3,6063,592+14+0%$1.1M$1.1M+$65.6K2026-11-03
RBA Wealth Management, LLC
DECREASED3,6053,844-239-6%$1.1M$1.1M-$9.9K2026-10-28
Goldstein Advisors, LLC
DECREASED3,5943,598-40%$1.1M$1.1M+$60.2K2026-10-15
Congress Park Capital LLC
INCREASED3,5702,115+1,455+69%$632.4K$1.1M+$496.1K2026-10-13
Gryphon Financial Partners LLC
UNCHANGED3,4473,44700%$1.0M$1.1M+$58.8K2026-11-04
Atala Financial Inc
INCREASED3,4302,880+550+19%$861.1K$1.1M+$223.0K2026-10-22
Jm2 Capital Inc.
DECREASED3,4043,441-37-1%$1.0M$1.1M+$47.0K2026-10-14
Great Diamond Partners, LLC
INCREASED3,3973,387+10+0%$1.0M$1.1M+$61.1K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED3,382938+2,444+261%$280.6K$1.1M+$788.8K2026-11-05
Bigelow Investment Advisors, LLC
DECREASED3,3453,455-110-3%$1.0M$1.1M+$24.2K2026-10-13
Financial Perspectives, Inc
DECREASED3,3143,322-80%$993.4K$1.0M+$54.0K2026-11-03
Embree Financial Group
DECREASED3,3103,352-42-1%$1.0M$1.0M+$43.9K2026-10-22
Integral Investment Advisors, Inc.
DECREASED3,2753,692-417-11%$1.1M$1.0M-$68.8K2026-11-03
Moneco Advisors, LLC
DECREASED3,2553,316-61-2%$991.5K$1.0M+$37.3K2026-11-05
Werba Rubin Papier Wealth Management
DECREASED3,2283,311-83-3%$990.0K$1.0M+$30.3K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,2203,272-52-2%$978.4K$1.0M+$39.4K2026-10-14
Long Island Wealth Management, Inc.
INCREASED3,2013,199+2+0%$956.6K$1.0M+$55.2K2026-10-20
Busey Bank
DECREASED3,2003,246-46-1%$970.6K$1.0M+$40.9K2026-10-26
Pacific Center for Financial Services
INCREASED3,1993,191+8+0%$954.1K$1.0M+$56.9K2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED3,1073,132-25-1%$936.4K$982.1K+$45.7K2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED3,0913,063+28+1%$915.9K$977.1K+$61.2K2026-11-05
John A. Wolfe & Associates, Inc.
DECREASED3,0883,501-413-12%$1.0M$976.2K-$70.7K2026-11-06
Smith & Howard Wealth Management, LLC
DECREASED3,0753,202-127-4%$957.4K$971.9K+$14.5K2026-10-27
KTF Investments, LLC
DECREASED3,0703,200-130-4%$956.8K$970.4K+$13.5K2026-10-23
KDK Private Wealth Management, LLC
DECREASED3,0553,058-30%$914.2K$965.5K+$51.3K2026-11-03
Lpwm LLC
INCREASED3,0322,795+237+8%$835.7K$958.4K+$122.6K2026-10-20
Olistico Wealth, LLC
INCREASED3,0213,019+2+0%$902.8K$955.0K+$52.2K2026-10-05
Brandywine OAK Private Wealth LLC
INCREASED3,0163,000+16+1%$897.0K$953.3K+$56.3K2026-10-23
McGuire Investment Group, LLC
INCREASED2,9412,736+205+7%$818.1K$929.6K+$111.5K2026-10-23
Rayburn West Financial Services LLC
UNCHANGED2,9382,93800%$878.5K$928.7K+$50.2K2026-11-03
Waldron Private Wealth LLC
INCREASED2,9292,713+216+8%$811.2K$925.8K+$114.6K2026-11-02
CRA Financial Services, LLC
DECREASED2,9282,936-80%$877.9K$925.5K+$47.6K2026-10-16
Center for Financial Planning, Inc.
UNCHANGED2,9192,91900%$872.8K$922.6K+$49.8K2026-10-26
AMG National Trust Bank
INCREASED2,9111,100+1,811+165%$328.9K$920.2K+$591.3K2026-11-05
Kennedy Investment Group, Inc.
DECREASED2,8663,028-162-5%$905.3K$905.9K+$6182026-10-21
Wedbush Securities Inc
INCREASED2,8432,798+45+2%$836.0K$899-$835.1K2026-10-22
OceanIQ Capital, LLC
INCREASED2,8342,832+2+0%$894.1K$896.4K+$2.4K2026-10-19
Csenge Advisory Group
INCREASED2,8221,106+1,716+155%$330.7K$892.0K+$561.3K2026-11-04
Facet Wealth, Inc.
DECREASED2,8142,984-170-6%$892.3K$889.5K-$2.9K2026-11-04
Summit Global Investments
DECREASED2,7982,845-47-2%$851.0K$884-$850.1K2026-10-28
Fisher Asset Management, LLC
INCREASED2,7872,676+111+4%$800.3K$881.0K+$80.7K2026-11-06
JFS Wealth Advisors, LLC
INCREASED2,7852,684+101+4%$802.4K$880.2K+$77.8K2026-11-03
Wealth Management Resources, Inc.
INCREASED2,7782,777+1+0%$830.5K$877.9K+$47.4K2026-10-21
IVC Wealth Advisors LLC
UNCHANGED2,7672,76700%$827.4K$874.6K+$47.2K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED2,7502,444+306+13%$730.7K$869.3K+$138.6K2026-10-30
Enzi Wealth
NEW2,744—+2,744——$868.1K—2026-10-14
Ritholtz Wealth Management
INCREASED2,744910+1,834+202%$272.2K$867.2K+$595.0K2026-11-05
Gradient Capital Advisors, LLC
DECREASED2,7442,856-112-4%$854.0K$867.3K+$13.2K2026-10-21
Marathon Wealth Advisors LLC
INCREASED2,7122,691+21+1%$804.8K$857.1K+$52.3K2026-11-04
Endeavor Private Wealth, Inc.
DECREASED2,7082,837-129-5%$848.4K$855.9K+$7.5K2026-11-05
Level Four Advisory Services, LLC
INCREASED2,6592,428+231+10%$726.2K$840.7K+$114.5K2026-11-06
Avior Wealth Management, LLC
INCREASED2,6502,390+260+11%$714.5K$837.5K+$123.0K2026-10-13
Verdence Capital Advisors LLC
INCREASED2,6421,424+1,218+86%$425.9K$835.1K+$409.2K2026-10-26
Mather Group, Llc.
INCREASED2,6032,516+87+3%$752.3K$822.9K+$70.6K2026-10-14
Koshinski Asset Management, Inc.
DECREASED2,5902,636-46-2%$788.1K$818.5K+$30.4K2026-10-29
Obermeyer Wealth Partners
UNCHANGED2,5872,58700%$773.6K$817.8K+$44.2K2026-10-21
Exchange Traded Concepts, LLC
DECREASED2,57612,879-10,303-80%$3.9M$814.2K-$3.0M2026-10-28
RFG Advisory, LLC
DECREASED2,5543,188-634-20%$953.3K$807.4K-$145.9K2026-11-03
Connecticut Wealth Management, LLC
DECREASED2,5522,617-65-2%$782.6K$806.7K+$24.2K2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED2,5502,55000%$762.5K$806.0K+$43.5K2026-11-03
Ashton Thomas Securities, LLC
DECREASED2,5412,791-250-9%$834.7K$803.3K-$31.3K2026-10-26
Phillip James Consulting Co.
UNCHANGED2,5102,51000%$750.5K$793.4K+$42.8K2026-11-03
Certified Advisory Corp
DECREASED2,4612,587-126-5%$773.5K$777.8K+$4.4K2026-10-29
Wakefield Asset Management Lllp
NEW2,460—+2,460——$777.6K—2026-11-05
BOS Asset Management, LLC
INCREASED2,4111,563+848+54%$467.4K$762.1K+$294.7K2026-10-09
Spinnaker Investment Group, LLC
INCREASED2,4082,369+39+2%$708.4K$761.1K+$52.8K2026-10-13
Investment Planning Advisors, Inc.
INCREASED2,4022,192+210+10%$655.4K$759.2K+$103.8K2026-10-14
Avantax Planning Partners, Inc.
INCREASED2,3752,348+27+1%$702.1K$750.7K+$48.7K2026-11-03
Bright Financial Advisors, Inc.
UNCHANGED2,3652,36500%$707.2K$747.5K+$40.4K2026-10-23
Madson Wealth Advisors Inc
INCREASED2,3481,584+764+48%$473.6K$742.3K+$268.8K2026-10-13
Smith Salley Wealth Management
INCREASED2,3361,936+400+21%$578.9K$738.4K+$159.5K2026-11-03
Bank of New York Mellon Corp
INCREASED2,3151,786+529+30%$534.1K$731.7K+$197.5K2026-11-05
Allegheny Financial Group
DECREASED2,2832,312-29-1%$691.4K$721.7K+$30.2K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED2,2701,944+326+17%$581.4K$717.5K+$136.1K2026-10-21
Clear Point Advisors Inc.
DECREASED2,2472,295-48-2%$686.3K$710.3K+$24.0K2026-10-30
Graves Light Lenhart Wealth, Inc.
DECREASED2,2322,348-116-5%$702.2K$705.6K+$3.4K2026-10-09
Welch & Forbes LLC
UNCHANGED2,2312,23100%$667.1K$705.2K+$38.1K2026-11-04
Compass Capital Management, Inc
NEW2,200—+2,200——$695.4K—2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED2,2002,20000%$657.8K$695.4K+$37.6K2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED2,1942,19400%$656.0K$693.5K+$37.5K2026-11-02
Hyposwiss Advisors SA
UNCHANGED2,1752,17500%$650.7K$687.2K+$36.5K2026-10-26
Mystic Asset Management, Inc.
INCREASED2,1592,129+30+1%$636.6K$682.4K+$45.8K2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED2,1582,157+1+0%$645.0K$682.0K+$37.0K2026-10-13
D'Orazio & Associates, Inc.
UNCHANGED2,1402,14000%$639.9K$676.4K+$36.5K2026-11-04
Kathmere Capital Management, LLC
UNCHANGED2,1392,13900%$639.6K$676.1K+$36.5K2026-10-20
Eagle Harbor Asset Management Inc
INCREASED2,1182,097+21+1%$627.0K$669.5K+$42.5K2026-10-21
Joseph P. Lucia & Associates, LLC
INCREASED2,0891,950+139+7%$583.1K$660.2K+$77.2K2026-10-30
HCR Wealth Advisors
UNCHANGED2,0882,08800%$624.5K$660.3K+$35.8K2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED2,0832,128-45-2%$636.3K$658.4K+$22.1K2026-10-23
Buck Wealth Strategies, LLC
INCREASED2,0711,493+578+39%$446.5K$654.5K+$207.9K2026-10-28
Goelzer Investment Management, Inc.
INCREASED2,0701,950+120+6%$583.1K$654.3K+$71.2K2026-10-16
CWA Asset Management Group, LLC
DECREASED2,0572,099-42-2%$627.6K$650.1K+$22.5K2026-10-19
HF Advisory Group, LLC
DECREASED2,0552,115-60-3%$632.4K$649.7K+$17.3K2026-10-09
Simplicity Wealth,LLC
DECREASED2,0282,053-25-1%$613.7K$641.1K+$27.3K2026-10-23
Bulwark Capital Corp
UNCHANGED2,0172,01700%$603.1K$637.5K+$34.4K2026-10-13
Values Added Financial LLC
UNCHANGED2,0122,01200%$601.6K$636.0K+$34.3K2026-10-28
Finward Bancorp
INCREASED2,0091,974+35+2%$590.2K$635.0K+$44.8K2026-10-14
Wedmont Private Capital
INCREASED1,9801,978+2+0%$600.2K$621.5K+$21.3K2026-10-09
Analyst IMS Investment Management Services Ltd.
UNCHANGED1,9801,98000%$592.0K$626-$591.4K2026-11-05
Accurate Wealth Management, LLC
INCREASED1,9711,726+245+14%$523.8K$623.6K+$99.8K2026-10-20
Winch Advisory Services, LLC
INCREASED1,9551,949+6+0%$582.8K$617.9K+$35.1K2026-11-06
James Hambro & Partners LLP
UNCHANGED1,9501,95000%$583.2K$616.4K+$33.2K2026-10-19
Creekside Partners
INCREASED1,9491,946+3+0%$582.0K$616.1K+$34.1K2026-11-04
AlphaStar Capital Management, LLC
DECREASED1,9403,420-1,480-43%$1.0M$613.2K-$409.4K2026-10-16
Grant Private Wealth Management Inc
INCREASED1,8861,664+222+13%$497.6K$596.2K+$98.6K2026-10-19
Keybank National Association
DECREASED1,8841,920-36-2%$574.1K$595.5K+$21.4K2026-11-04
Kelleher Financial Advisors
DECREASED1,8773,608-1,731-48%$1.1M$593.3K-$485.5K2026-10-30
Narus Financial Partners, LLC
INCREASED1,8741,452+422+29%$434.2K$592.3K+$158.2K2026-10-19
PDS Planning, Inc
INCREASED1,8681,863+5+0%$557.2K$590.5K+$33.3K2026-11-03
Ridgecrest Wealth Partners, LLC
INCREASED1,8611,860+1+0%$556.3K$588.1K+$31.9K2026-10-19
HUB Investment Partners, LLC
DECREASED1,8403,776-1,936-51%$1.1M$581.5K-$547.7K2026-11-03
LMG Wealth Partners, LLC
INCREASED1,8331,628+205+13%$486.7K$579.4K+$92.8K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW1,832—+1,832——$579.1K—2026-10-27
Asset Advisory Group, Inc.
INCREASED1,8261,825+1+0%$545.7K$577.0K+$31.3K2026-10-20
Essential Planning, Llc.
INCREASED1,8191,818+1+0%$543.7K$574.8K+$31.2K2026-10-21
Ibex Wealth Advisors
NEW1,808—+1,808——$571.5K—2026-11-06
Collaborative Wealth Managment Inc.
DECREASED1,7911,798-70%$537.6K$566.1K+$28.5K2026-11-06
WMS Group LLC
DECREASED1,7611,777-16-1%$531.3K$556.6K+$25.3K2026-11-06
Advisor Resource Council
NEW1,760—+1,760——$553.5K—2026-11-05
Novem Group
INCREASED1,7571,659+98+6%$495.9K$555.5K+$59.6K2026-10-19
Patten & Patten Inc
INCREASED1,7511,671+80+5%$499.6K$553.5K+$53.9K2026-10-26
Meridian Wealth Management, LLC
DECREASED1,7492,503-754-30%$748.5K$552.9K-$195.6K2026-11-05
Signature Equity Partners, LLC
INCREASED1,7441,158+586+51%$346.4K$551.3K+$204.9K2026-10-29
Rhodes Investment Advisors Inc
INCREASED1,7401,540+200+13%$460.5K$550.0K+$89.5K2026-10-07
Manchester Capital Management LLC
UNCHANGED1,7391,73900%$520.0K$549.7K+$29.7K2026-10-22
Mascagni Wealth Management, Inc.
INCREASED1,7361,735+1+0%$518.7K$548.8K+$30.1K2026-10-23
Joel Isaacson & Co., LLC
INCREASED1,7311,448+283+20%$433.1K$547.2K+$114.1K2026-11-05
Founders Financial Securities LLC
UNCHANGED1,7221,72200%$514.9K$544.3K+$29.4K2026-10-28
Alchemi Wealth, LLC
INCREASED1,7201,620+100+6%$484.6K$544.0K+$59.3K2026-11-04
Lazari Capital Management, Inc.
INCREASED1,7141,709+5+0%$510.9K$541.7K+$30.8K2026-10-20
Mainsail Asset Management, LLC
UNCHANGED1,7111,71100%$518.9K$535.3K+$16.5K2026-10-14
Guardian Capital, LLC
INCREASED1,7001,674+26+2%$500.6K$537.2K+$36.6K2026-11-06
Choreo, LLC
INCREASED1,6941,113+581+52%$332.7K$535.6K+$202.8K2026-10-28
WJ Interests, LLC
UNCHANGED1,6901,69000%$505.3K$534.2K+$28.8K2026-10-14
Dagco, Inc.
DECREASED1,6871,747-60-3%$522.4K$533.3K+$10.9K2026-10-20
Gateway Investment Advisers LLC
NEW1,686—+1,686——$532.9K—2026-10-13
Spire Wealth Management
DECREASED1,6861,824-138-8%$545.3K$533.0K-$12.3K2026-10-30
Van Cleef Asset Management,Inc
UNCHANGED1,6631,66300%$497.3K$525.6K+$28.4K2026-10-20
Ifrah Financial Services, Inc.
DECREASED1,6541,678-24-1%$501.6K$522.7K+$21.0K2026-10-13
Perryman Financial Advisory Inc
INCREASED1,6461,645+1+0%$492.0K$520.2K+$28.2K2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED1,6341,846-212-11%$552.0K$516.5K-$35.5K2026-10-22
Beacon Financial Advisory LLC
INCREASED1,6191,602+17+1%$478.9K$511.9K+$32.9K2026-10-16
Moller Wealth Partners
DECREASED1,6131,665-52-3%$498.0K$510.0K+$12.0K2026-10-15
HBK Sorce Advisory LLC
DECREASED1,6112,925-1,314-45%$902.6K$549.7K-$352.9K2026-11-06
Americana Partners, LLC
DECREASED1,5961,649-53-3%$493.1K$504.5K+$11.4K2026-10-28
BIP Wealth, LLC
INCREASED1,5901,484+106+7%$443.9K$502.5K+$58.6K2026-10-22
Russell Investments Group, Ltd.
INCREASED1,5891,326+263+20%$396.4K$502.1K+$105.8K2026-11-06
Yoder Wealth Management, Inc.
DECREASED1,5801,630-50-3%$487.4K$499.4K+$12.0K2026-10-13
LexAurum Advisors, LLC
DECREASED1,5691,699-130-8%$508.0K$495.9K-$12.1K2026-10-19
Apella Capital, LLC
DECREASED1,5681,814-246-14%$562.7K$494.4K-$68.3K2026-10-08
Flagship Harbor Advisors, LLC
DECREASED1,5631,564-10%$467.7K$494.0K+$26.2K2026-10-26
Channel Wealth LLC
UNCHANGED1,5611,56100%$466.8K$493.4K+$26.6K2026-11-06
Sageworth Trust Co
UNCHANGED1,5561,55600%$465.3K$491.8K+$26.6K2026-10-30
Financial Consulate, Inc
INCREASED1,5541,552+2+0%$464.2K$491.3K+$27.1K2026-10-23
Daymark Wealth Partners, LLC
INCREASED1,5411,375+166+12%$411.2K$487.1K+$75.9K2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED1,5251,52500%$456.0K$482.0K+$26.0K2026-11-04
HBW Advisory Services LLC
DECREASED1,5051,787-282-16%$534.4K$475.7K-$58.7K2026-10-15
Sowell Financial Services LLC
INCREASED1,4961,353+143+11%$404.6K$472.9K+$68.4K2026-10-23
Chicago Partners Investment Group LLC
DECREASED1,4511,457-60%$441.9K$482.6K+$40.6K2026-10-27
Patriot Investment Management Group, Inc.
INCREASED1,4351,323+112+8%$395.7K$453.7K+$58.0K2026-10-15
New Perspectives, Inc
UNCHANGED1,4221,42200%$425.2K$449.5K+$24.3K2026-10-14
KMG Fiduciary Partners, LLC
DECREASED1,4201,453-33-2%$434.5K$448.8K+$14.4K2026-10-14
Financial Insights, Inc.
INCREASED1,4181,417+1+0%$423.8K$448.1K+$24.3K2026-10-27
LJI Wealth Management, LLC
DECREASED1,4081,631-223-14%$487.7K$445.0K-$42.6K2026-10-28
CMG Global Holdings, LLC
INCREASED1,4051,404+1+0%$419.7K$444.0K+$24.3K2026-10-14
Financial Futures Ltd Liability Co.
DECREASED1,4021,796-394-22%$537.2K$443.2K-$93.9K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED1,4011,238+163+13%$370.2K$443.0K+$72.8K2026-10-26
Fiduciary Alliance LLC
DECREASED1,3941,659-265-16%$496.1K$440.5K-$55.6K2026-10-13
Caldwell Trust Co
UNCHANGED1,3901,39000%$415.6K$439.4K+$23.7K2026-10-30
ALM First Financial Advisors, LLC
UNCHANGED1,3891,38900%$338.5K$357.8K+$19.3K2026-10-13
Blue Bell Private Wealth Management, LLC
DECREASED1,3821,520-138-9%$454.4K$436.7K-$17.7K2026-10-29
Soltis Investment Advisors LLC
INCREASED1,3801,355+25+2%$405.2K$436.1K+$30.9K2026-10-28
Warwick Investment Management, Inc.
INCREASED1,3781,377+1+0%$411.7K$435.7K+$24.0K2026-10-19
Central Trust Co
UNCHANGED1,3781,37800%$412.0K$435.6K+$23.5K2026-11-05
Capital Investment Advisors, LLC
UNCHANGED1,3431,34300%$401.5K$424.4K+$22.9K2026-10-22
Brick & Kyle, Associates
UNCHANGED1,3391,33900%$364.7K$423.3K+$58.6K2026-11-05
Advisors Management Group Inc
NEW1,323—+1,323——$418—2026-11-05
FSM Wealth Advisors, LLC
DECREASED1,3211,336-15-1%$399.3K$414.5K+$15.2K2026-10-27
Sweeney & Michel, LLC
INCREASED1,3211,318+3+0%$411.5K$417.7K+$6.2K2026-10-16
Earned Wealth Advisors, LLC
DECREASED1,3161,344-28-2%$401.9K$416.0K+$14.1K2026-11-06
Summit Place Financial Advisors, LLC
UNCHANGED1,3001,30000%$388.7K$410.9K+$22.2K2026-10-23
Cornerstone National Bank & Trust Co
DECREASED1,2761,451-175-12%$436.5K$397.8K-$38.8K2026-10-20
Gerber Kawasaki Wealth & Investment Management
DECREASED1,2671,273-60%$380.8K$400.7K+$19.9K2026-10-29
Chemistry Wealth Management LLC
UNCHANGED1,2611,26100%$377.1K$398.6K+$21.5K2026-10-16
Searle & Co.
UNCHANGED1,2601,26000%$376.8K$398.3K+$21.5K2026-11-04
Aire Advisors, LLC
INCREASED1,2571,254+3+0%$375.1K$397.3K+$22.3K2026-10-22
Pines Wealth Management, LLC
DECREASED1,2551,259-40%$376.5K$396.7K+$20.2K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED1,2541,020+234+23%$308.5K$396.2K+$87.7K2026-10-13
Bare Financial Services, Inc
DECREASED1,2422,585-1,343-52%$773.0K$392.6K-$380.4K2026-11-04
Avaii Wealth Management, LLC
UNCHANGED1,2401,24000%$370.8K$386.8K+$16.0K2026-10-09
Collective Family Office LLC
DECREASED1,2331,271-38-3%$380.0K$389.7K+$9.7K2026-10-05
Noesis Capital Mangement Corp
DECREASED1,2191,344-125-9%$401.9K$385.3K-$16.6K2026-10-26
Peterson Wealth Advisors, LLC
INCREASED1,2151,212+3+0%$362.3K$384.0K+$21.6K2026-10-08
Highland Capital Management, LLC
UNCHANGED1,2131,21300%$362.7K$383.4K+$20.7K2026-10-26
Baker Avenue Asset Management, LP
DECREASED1,2091,642-433-26%$491.1K$382.2K-$108.8K2026-11-06
Shepherd Financial Partners LLC
UNCHANGED1,2011,20100%$359.1K$379.6K+$20.5K2026-11-03
Chesley Taft & Associates LLC
UNCHANGED1,1951,19500%$357.3K$377.7K+$20.4K2026-10-13
Summit Asset Management, LLC
DECREASED1,1941,227-33-3%$367.0K$377.5K+$10.5K2026-11-05
GSG Advisors LLC
UNCHANGED1,1941,19400%$357.1K$377.5K+$20.4K2026-11-03
Carson Advisory Inc.
UNCHANGED1,1871,18700%$354.9K$375.2K+$20.3K2026-11-06
First Bancorp, Inc
DECREASED1,1751,475-300-20%$441.0K$371.4K-$69.6K2026-10-26
Hoxton Planning & Management, LLC
DECREASED1,1691,344-175-13%$401.9K$369.5K-$32.4K2026-10-15
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,1681,16800%$349.2K$369.2K+$19.9K2026-10-14
Stableford Capital II LLC
DECREASED1,1671,233-66-5%$368.7K$368.9K+$1862026-10-09
Burney Co/
NEW1,151—+1,151——$363.8K—2026-10-15
Hanson & Doremus Investment Management
UNCHANGED1,1491,14900%$344.0K$363-$343.6K2026-10-16
Harmony Asset Management LLC
UNCHANGED1,1431,14300%$341.9K$361.4K+$19.5K2026-10-20
Salem Investment Counselors Inc
UNCHANGED1,1261,12600%$336.7K$355.9K+$19.2K2026-10-13
Ballew Advisors, Inc
UNCHANGED1,1151,11500%$343.9K$347.8K+$3.9K2026-10-05
Canvas Wealth Advisors, LLC
UNCHANGED1,1151,11500%$333.4K$381.3K+$47.9K2026-11-02
KPP Advisory Services LLC
DECREASED1,1141,583-469-30%$473.3K$352.1K-$121.2K2026-10-26
Strategic Blueprint, LLC
DECREASED1,1101,112-20%$332.4K$350.7K+$18.3K2026-10-22
BLB&B Advisors, LLC
INCREASED1,107843+264+31%$252.2K$349.7K+$97.6K2026-10-27
Insight Advisors, LLC/ PA
DECREASED1,1051,171-66-6%$350.3K$349.2K-$1.1K2026-10-22
Monetary Solutions, Ltd
UNCHANGED1,1041,10400%$330.1K$349.0K+$18.8K2026-10-22
Park Edge Advisors, LLC
UNCHANGED1,1041,10400%$330.1K$349.0K+$18.8K2026-10-28
Greenhouse Wealth Management, LLC
DECREASED1,1001,108-8-1%$331.4K$347.8K+$16.3K2026-10-20
Private Advisory Group LLC
UNCHANGED1,0981,09800%$328.3K$347.1K+$18.7K2026-11-06
Aurora Private Wealth, Inc.
INCREASED1,097710+387+55%$212.0K$340-$211.7K2026-10-20
Black Diamond Financial, LLC
UNCHANGED1,0911,09100%$326.2K$344.8K+$18.6K2026-10-26
Blankinship & Foster, LLC
UNCHANGED1,0911,09100%$326.2K$344.8K+$18.6K2026-10-19
Capital Squared Financial LLC
DECREASED1,0851,103-18-2%$329.8K$343.0K+$13.2K2026-10-30
Ironsides Asset Advisors, LLC
UNCHANGED1,0751,07500%$321.4K$339.8K+$18.4K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED1,068940+128+14%$280.9K$337.6K+$56.7K2026-11-04
Nilsine Partners, LLC
NEW1,067—+1,067——$337.3K—2026-11-02
McAdam, LLC
INCREASED1,0641,047+17+2%$313.0K$336.3K+$23.3K2026-10-21
Guardian Asset Advisors, LLC
INCREASED1,0601,059+1+0%$316.9K$335.0K+$18.1K2026-10-16
Innovative Wealth Building LLC
INCREASED1,0571,053+4+0%$315.0K$334.0K+$19.0K2026-10-14
Legacy Edge Advisors, LLC
UNCHANGED1,0551,05500%$315.5K$333.5K+$18.0K2026-11-06
Upper Left Wealth Management, LLC
UNCHANGED1,0501,05000%$314.0K$331.9K+$17.9K2026-10-14
Winebrenner Capital Management LLC
DECREASED1,0471,050-30%$314.1K$330.8K+$16.7K2026-10-07
Mainstream Capital Management LLC
DECREASED1,0441,596-552-35%$477.2K$330.0K-$147.2K2026-10-23
Pacific Asset Management, LLC
UNCHANGED1,0381,03800%$310.3K$328.0K+$17.7K2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED1,0371,587-550-35%$474.4K$327.6K-$146.7K2026-10-14
Larson Financial Group LLC
INCREASED1,027700+327+47%$209.3K$324.6K+$115.3K2026-11-05
MN Wealth Advisors, LLC
UNCHANGED1,0271,02700%$307.1K$324.9K+$17.8K2026-10-23
Salus Financial Advisors, LLC
DECREASED1,0261,126-100-9%$336.7K$324.3K-$12.4K2026-10-20
Rossmore Private Capital
UNCHANGED1,0251,02500%$306.5K$324.0K+$17.5K2026-10-27
Aspiriant, LLC
DECREASED1,0241,185-161-14%$354.6K$324.0K-$30.6K2026-10-16
Gainplan LLC
UNCHANGED1,0241,02400%$306.2K$323.7K+$17.5K2026-10-09
Compound Planning, Inc.
INCREASED1,012953+59+6%$285.0K$320.0K+$35.0K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED1,003951+52+5%$284.3K$317.1K+$32.8K2026-11-04
Compass Financial Group, Inc
DECREASED1,0021,017-15-1%$304.1K$316.7K+$12.6K2026-10-13
1900 Wealth Management LLC
UNCHANGED1,0001,00000%$299.0K$316.1K+$17.1K2026-10-13
ProVise Management Group, LLC
UNCHANGED1,0001,00000%$299.0K$316.1K+$17.1K2026-11-06
LEE Danner & Bass Inc
UNCHANGED99999900%$298.6K$315.6K+$17.0K2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED99699600%$297.8K$314.8K+$17.0K2026-10-13
Signaturefd, LLC
INCREASED990988+2+0%$295.4K$312.9K+$17.5K2026-10-23
Sonata Capital Group Inc
UNCHANGED98598500%$294.5K$311.3K+$16.8K2026-10-19
Horst & Graben Wealth Management LLC
NEW983—+983——$310.7K—2026-11-02
CoreCap Advisors, LLC
DECREASED9791,082-103-10%$323.5K$309.4K-$14.1K2026-10-08
Hobart Private Capital, LLC
INCREASED978968+10+1%$289.4K$309.1K+$19.7K2026-10-19
Trilogy Capital Inc.
UNCHANGED97397300%$290.9K$307.5K+$16.6K2026-10-20
Capital Square, LLC
DECREASED9671,018-51-5%$309.1K$305.8K-$3.3K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED965936+29+3%$280.0K$304.9K+$24.9K2026-11-03
Miller Financial Services LLC
UNCHANGED95895800%$286.5K$302.9K+$16.4K2026-10-20
Bluedoor Private Wealth, LLC
UNCHANGED95595500%$285.6K$301.9K+$16.3K2026-11-05
Journey Advisory Group, LLC
INCREASED944941+3+0%$281.4K$298.4K+$17.0K2026-11-04
American National Bank & Trust
UNCHANGED93593500%$279.6K$295.5K+$16.0K2026-10-07
D.B. Root & Company, LLC
UNCHANGED93293200%$278.7K$294.6K+$15.9K2026-11-04
Lynx Investment Advisory
INCREASED931929+2+0%$277.6K$294.4K+$16.7K2026-10-27
Hardin Capital Partners, LLC
INCREASED930915+15+2%$274.5K$294.0K+$19.5K2026-10-09
DWM Financial Group, Inc.
INCREASED926846+80+9%$243.5K$292.7K+$49.2K2026-10-28
Burford Brothers, Inc.
INCREASED925916+9+1%$273.9K$292.3K+$18.5K2026-10-21
TME Financial, Inc.
INCREASED923897+26+3%$268.1K$291.7K+$23.6K2026-10-14
Castle Rock Wealth Management, LLC
INCREASED915913+2+0%$274.8K$286.2K+$11.4K2026-10-09
Vestor Capital, LLC
DECREASED9091,865-956-51%$486$142-$3442026-11-04
Seamount Financial Group Inc
INCREASED909906+3+0%$271.0K$287.3K+$16.3K2026-10-21
Regions Financial Corp
UNCHANGED90890800%$271.5K$287.0K+$15.5K2026-11-05
Evanson Financial, LLC
INCREASED902901+1+0%$269.4K$285.2K+$15.8K2026-10-23
Planned Solutions, Inc.
UNCHANGED89589500%$267.6K$282.9K+$15.3K2026-10-19
Rockland Trust Co
UNCHANGED89489400%$267.3K$282.6K+$15.3K2026-10-05
Procyon Advisors, LLC
DECREASED8921,086-194-18%$324.7K$281.9K-$42.8K2026-10-21
Next Level Wealth Planning, LLC
INCREASED888853+35+4%$255.0K$280.7K+$25.7K2026-10-29
Calder Financial LLC
INCREASED885883+2+0%$264.0K$279.6K+$15.6K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED8811,030-149-14%$307.9K$278.4K-$29.5K2026-10-30
TCV Trust & Wealth Management, Inc.
UNCHANGED87687600%$261.9K$276.9K+$15.0K2026-10-16
Financial Partners Group, Inc
UNCHANGED86986900%$259.7K$274.7K+$15.0K2026-10-19
Dutch Asset Corp
DECREASED8651,095-230-21%$327.7K$273.6K-$54.1K2026-10-20
Plancorp, LLC
NEW851—+851——$291.3K—2026-11-03
Naples Global Advisors, LLC
UNCHANGED85085000%$254.2K$268.7K+$14.5K2026-11-05
Midwest Trust Co
DECREASED846851-5-1%$254.5K$267.4K+$12.9K2026-10-22
First National Trust Co
UNCHANGED84584500%$252.7K$267.1K+$14.4K2026-10-28
Parkside Financial Bank & Trust
UNCHANGED84584500%$252.7K$267.1K+$14.5K2026-10-27
Helium Advisors LLC
INCREASED842840+2+0%$251.1K$266.2K+$15.1K2026-10-23
Columbia Asset Management
UNCHANGED84084000%$251.2K$265.5K+$14.3K2026-10-19
Hikari Power Ltd
UNCHANGED84084000%$251.0K$266-$250.7K2026-10-30
Beacon Capital Management, LLC
DECREASED832845-13-2%$252.6K$263.0K+$10.3K2026-10-23
Next Level Private LLC
INCREASED831829+2+0%$247.8K$262.8K+$15.0K2026-10-20
15 Wealth Advisors LLC
NEW830—+830——$262.5K—2026-10-14
Crumly & Associates Inc.
NEW826—+826——$261.1K—2026-10-07
Independent Wealth Network Inc.
INCREASED817775+42+5%$231.6K$258.2K+$26.7K2026-10-19
Redwood Financial Network Corp
INCREASED814812+2+0%$242.8K$257.2K+$14.4K2026-11-03
Lodestar Private Asset Management LLC
UNCHANGED80880800%$241.6K$255.4K+$13.8K2026-10-26
Root Financial Partners, LLC
NEW805—+805——$254.4K—2026-10-21
Private Management Group Inc
UNCHANGED79979900%$238.9K$252.6K+$13.6K2026-11-04
True Link Financial Advisors, LLC
UNCHANGED79879800%$238.6K$252.2K+$13.6K2026-10-27
Oarsman Capital, Inc.
DECREASED7951,095-300-27%$327.5K$251.4K-$76.1K2026-11-05
Sterling Investment Counsel, LLC
UNCHANGED79079000%$236.2K$249.7K+$13.5K2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED782869-87-10%$259.8K$247.0K-$12.7K2026-10-29
Advisor OS, LLC
DECREASED782842-60-7%$251.6K$247.2K-$4.5K2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED782781+1+0%$233.4K$247.4K+$14.0K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED78278200%$233.8K$247.2K+$13.4K2026-10-23
TD Private Client Wealth LLC
DECREASED774856-82-10%$256.0K$244.6K-$11.3K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED774773+1+0%$231.2K$244.6K+$13.4K2026-10-20
Summit Financial Strategies, Inc.
UNCHANGED77177100%$230.5K$243.7K+$13.2K2026-10-14
Sawgrass Asset Management LLC
UNCHANGED76576500%$228.7K$241.8K+$13.1K2026-11-03
A. D. Beadell Investment Counsel, Inc.
UNCHANGED76076000%$227$240+$132026-10-14
American Institute for Advanced Investment Management, LLP
UNCHANGED75975900%$226.9K$239.9K+$13.0K2026-11-03
Foronjy Financial LLC
DECREASED750771-21-3%$230.7K$237.1K+$6.4K2026-10-14
Calamos Wealth Management LLC
UNCHANGED74974900%$224.0K$236.7K+$12.8K2026-11-02
NavPoint Financial, Inc.
DECREASED745900-155-17%$269.1K$235.4K-$33.7K2026-10-21
Forum Financial Management, LP
NEW733—+733——$231.7K—2026-10-16
Somerset Trust Co
INCREASED733717+16+2%$214.4K$231.7K+$17.3K2026-10-13
Equitable Trust Co
UNCHANGED71871800%$214.7K$226.9K+$12.3K2026-10-13
Briaud Financial Planning Inc
UNCHANGED71671600%$214.1K$226.3K+$12.2K2026-10-20
Bell Bank
UNCHANGED71071000%$212.3K$224.4K+$12.1K2026-10-21
Strategic Wealth Advisors LLC
UNCHANGED71071000%$204$224.4K+$224.2K2026-11-06
MBL Wealth, LLC
UNCHANGED70770700%$211.4K$223.5K+$12.1K2026-10-22
JB Capital LLC
INCREASED706704+2+0%$210.5K$223.1K+$12.6K2026-10-19
Solutions 4 Wealth, Ltd
DECREASED700850-150-18%$254.2K$221.4K-$32.9K2026-11-03
Poehling Capital Management, Inc.
UNCHANGED70070000%$209.3K$221.3K+$11.9K2026-10-20
Interchange Capital Partners, LLC
NEW693—+693——$219.0K—2026-10-28
Delta Financial Advisors LLC
UNCHANGED69269200%$206.9K$218.7K+$11.8K2026-10-27
Avail Investment Partners, LLC
UNCHANGED69069000%$206.3K$218.1K+$11.8K2026-10-16
Investment Research Partners LLC
UNCHANGED69069000%$206.3K$218.1K+$11.8K2026-10-19
Weatherly Asset Management L. P.
UNCHANGED68968900%$205.9K$217.6K+$11.8K2026-10-20
Cypress Wealth Services, LLC
UNCHANGED68468400%$204.4K$213.9K+$9.5K2026-10-21
Carnegie Investment Counsel
DECREASED680980-300-31%$293.0K$214.9K-$78.1K2026-10-20
Decision Investments, Inc
UNCHANGED68068000%$203.3K$214.9K+$11.6K2026-10-07
Kavar Capital Partners Group, LLC
UNCHANGED67567500%$201.8K$213.4K+$11.5K2026-11-06
Prosperitas Financial LLC
UNCHANGED67567500%$201.8K$213.4K+$11.5K2026-10-28
Grant Street Asset Management, Inc.
DECREASED6741,199-525-44%$358.6K$213.1K-$145.5K2026-10-26
AdvisorNet Financial, Inc
DECREASED674824-150-18%$246.4K$217.7K-$28.7K2026-10-15
Dickmeyer Boyce Financial Management, Inc.
DECREASED674752-78-10%$224.9K$213.0K-$11.9K2026-10-08
Linscomb Wealth, Inc.
UNCHANGED67067000%$200.3K$211.8K+$11.4K2026-11-05
Promethium Advisors,llc
NEW665—+665——$210.2K—2026-10-19
Tenet Wealth Partners, LLC
UNCHANGED66366300%$203.3K$209.6K+$6.2K2026-10-19
Great Lakes Advisors, LLC
NEW661—+661——$208.9K—2026-11-06
Chicago Trust Co NA
NEW661—+661——$208.9K—2026-10-28
BCM Advisors, LLC
UNCHANGED66166100%$201.7K$226.3K+$24.6K2026-11-03
Selective Wealth Management, Inc.
NEW655—+655——$215.7K—2026-10-16
Fiscal Wisdom Wealth Management, LLC
NEW655—+655——$207.0K—2026-10-16
RVW Wealth, LLC
DECREASED651750-99-13%$224.3K$205.8K-$18.5K2026-10-06
Brookmont Capital Management
NEW646—+646——$204.3K—2026-10-23
Adamsbrown Wealth Consultants LLC
NEW643—+643——$203.2K—2026-10-20
Sloy Dahl & Holst, LLC
NEW643—+643——$203.2K—2026-10-14
Elmwood Wealth Management, Inc.
NEW640—+640——$202.3K—2026-10-14
Blue Trust, Inc.
INCREASED638610+28+5%$182.4K$201.7K+$19.4K2026-10-15
John G Ullman & Associates Inc
NEW637—+637——$201.3K—2026-11-04
Johnson Bixby & Associates, LLC
NEW637—+637——$201.2K—2026-10-14
Montecito Bank & Trust
NEW635—+635——$200.7K—2026-10-01
Laurel Wealth Advisors LLC
NEW625—+625——$197.6K—2026-10-27
Private Trust Co NA
INCREASED622169+453+268%$50.5K$196.6K+$146.1K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED611293+318+109%$90.0K$190.5K+$100.4K2026-11-04
Progressive Investment Management Corp
UNCHANGED60060000%$179.4K$189.6K+$10.2K2026-10-26
Bayban
UNCHANGED58658600%$175.2K$175.2K$02026-11-05
Vaquero Private Wealth, LTD
UNCHANGED57957900%$173.1K$183.0K+$9.9K2026-10-27
S.A. Mason LLC
UNCHANGED56456400%$168.6K$178.3K+$9.6K2026-10-13
Sunrise Financial Services, LLC
UNCHANGED55455400%$165.7K$175.1K+$9.5K2026-10-21
Key FInancial Inc
INCREASED522431+91+21%$128.9K$165.0K+$36.1K2026-11-02
Highline Wealth Partners LLC
UNCHANGED52152100%$155.8K$164.7K+$8.9K2026-10-19
Armor Investment Advisors, LLC
UNCHANGED51551500%$154.0K$162.8K+$8.8K2026-10-27
UMB Bank, n.a.
DECREASED509746-237-32%$223.1K$160.9K-$62.2K2026-11-06
EPG Wealth Management LLC
INCREASED454453+1+0%$135.6K$143.5K+$7.9K2026-11-03
Acropolis Investment Management, LLC
UNCHANGED44544500%$133.0K$140.6K+$7.6K2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED44244200%$132.2K$139.7K+$7.5K2026-10-27
NBH Bank
UNCHANGED42742700%$127.7K$135.0K+$7.3K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED42542500%$89.0K$134-$88.9K2026-11-04
Foresight Capital Management Advisors, Inc.
NEW424—+424——$134.0K—2026-10-27
Archer Investment Corp
UNCHANGED42042000%$125.5K$132.8K+$7.3K2026-11-05
Hurley Capital, LLC
UNCHANGED41941900%$125.2K$132.5K+$7.3K2026-11-05
Hager Investment Management Services, LLC
UNCHANGED41841800%$125.0K$132.1K+$7.1K2026-11-04
Fairscale Capital, LLC
UNCHANGED40840800%$122.0K$139.7K+$17.7K2026-11-04
Tounjian Advisory Partners, LLC
INCREASED407406+1+0%$121.5K$128.8K+$7.3K2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED37637600%$112.4K$118.8K+$6.4K2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED37337300%$111.5K$117.9K+$6.4K2026-11-02
Polaris Financial Partners
NEW361—+361——$115—2026-10-02
Abound Wealth Management
INCREASED360325+35+11%$97.0K$113.8K+$16.7K2026-10-26
Davis Capital Management
UNCHANGED35935900%$107.3K$113.5K+$6.1K2026-10-08
Cranbrook Wealth Management, LLC
UNCHANGED34034000%$101.7K$107.5K+$5.8K2026-10-28
Lanark Financial, Inc.
DECREASED339348-9-3%$104.1K$107.2K+$3.1K2026-10-26
Transce3nd, LLC
NEW327—+327——$108.6K—2026-10-26
High Point Wealth Management, LLC
INCREASED313312+1+0%$93.2K$98.8K+$5.6K2026-11-05
Tompkins Financial Corp
UNCHANGED30830800%$92.1K$97.4K+$5.3K2026-10-05
Clean Yield Group
UNCHANGED30030000%$89.7K$94.8K+$5.1K2026-10-28
Citizens National Bank Trust Department
UNCHANGED29829800%$89.1K$94.2K+$5.1K2026-11-04
Hartford Financial Management Inc.
UNCHANGED29729700%$88.8K$93.9K+$5.1K2026-10-21
Madden Securities Corp
NEW275—+275——$86.9K—2026-10-27
Nvwm, LLC
UNCHANGED27527500%$82.2K$86.9K+$4.7K2026-10-14
Cape Investment Advisory, Inc.
INCREASED270227+43+19%$67.9K$85.3K+$17.5K2026-10-13
Jacobi Capital Management LLC
NEW265—+265——$83.8K—2026-11-05
Montag A & Associates Inc
UNCHANGED26526500%$79.2K$83.8K+$4.5K2026-10-29
Vermillion Wealth Management, Inc.
DECREASED262465-203-44%$138.9K$82.8K-$56.1K2026-10-26
Pflug Koory, LLC
UNCHANGED25725700%$76.8K$81.2K+$4.4K2026-10-26
Plante Moran Financial Advisors, LLC
UNCHANGED25125100%$75.1K$79.3K+$4.3K2026-11-04
DeDora Capital, Inc.
NEW241—+241——$76.2K—2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED24024000%$71.8K$75.9K+$4.1K2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED23823800%$71.2K$75.2K+$4.1K2026-10-21
Atlantic Edge Private Wealth Management, LLC
UNCHANGED22522500%$67.3K$71.1K+$3.8K2026-10-20
City Holding Co
DECREASED213248-35-14%$74.2K$67.3K-$6.8K2026-10-19
Union Savings Bank
NEW203—+203——$64.2K—2026-10-14
Reap Financial Group, LLC
UNCHANGED19819800%$59.1K$62.6K+$3.6K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED19619600%$58.6K$62.0K+$3.3K2026-10-23
Triumph Capital Management
UNCHANGED19419400%$58.0K$61.3K+$3.3K2026-10-14
Compass Financial Management LLC
DECREASED193195-2-1%$58.2K$61.0K+$2.8K2026-10-30
Lodestone Wealth Management LLC
UNCHANGED18018000%$53.8K$57.0K+$3.2K2026-10-14
Evolution Wealth Management Inc.
UNCHANGED17717700%$52.9K$55.9K+$3.0K2026-10-28
Pathway Financial Advisers, LLC
NEW176—+176——$55.7K—2026-10-27
Trust Co of Toledo NA
UNCHANGED17517500%$52.3K$55.3K+$3.0K2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED16816800%$50.2K$53.1K+$2.9K2026-10-13
Bullock Wealth Management Group
UNCHANGED16616600%$49.9K$51.8K+$2.0K2026-10-09
Golden State Wealth Management, LLC
INCREASED162150+12+8%$44.9K$51.2K+$6.4K2026-11-02
Moisand Fitzgerald Tamayo, LLC
UNCHANGED16016000%$47.8K$50.6K+$2.7K2026-10-15
Align Financial, LLC
UNCHANGED15515500%$46.2K$48.9K+$2.6K2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED15415400%$45.9K$48.6K+$2.6K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED15215200%$45.5K$48.0K+$2.6K2026-10-27
Nova Financial LLC
NEW150—+150——$47.4K—2026-11-04
Y.D. More Investments Ltd
DECREASED150310-160-52%$92.7K$47.4K-$45.3K2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED15015000%$44.9K$47.4K+$2.6K2026-10-15
Bfsg, LLC
UNCHANGED14314300%$42.8K$45.2K+$2.4K2026-10-30
Duncker Streett & Co Inc
UNCHANGED14214200%$42.5K$44.9K+$2.4K2026-10-27
Spirit of America Management Corp
DECREASED14139,109-38,968-100%$130$45.2K+$45.1K2026-10-14
Deutsche Bank Ag\
UNCHANGED14014000%$41.9K$44.3K+$2.4K2026-11-06
Hilltop National Bank
DECREASED137144-7-5%$43.1K$43.3K+$2462026-10-14
Bangor Savings Bank
UNCHANGED13513500%$40.4K$42.7K+$2.3K2026-10-06
Roxbury Financial LLC
UNCHANGED13013000%$39.0K$41.2K+$2.2K2026-10-01
Contravisory Investment Management, Inc.
NEW128—+128——$40.5K—2026-10-13
Atwood & Palmer Inc
UNCHANGED12112100%$36.2K$38.2K+$2.1K2026-10-08
Costello Asset Management, Inc
DECREASED120128-8-6%$38.3K$37.9K-$3432026-10-30
Silver Grove Financial Group, Inc.
DECREASED107108-1-1%$32.2K$33.8K+$1.6K2026-11-05
Three Bridge Wealth Advisors, LLC
NEW105—+105——$33.2K—2026-11-05
Biltmore Family Office, LLC
UNCHANGED10210200%$30.5K$32.2K+$1.7K2026-11-03
NBT Bank, N.A.
UNCHANGED10010000%$29.9K$31.6K+$1.7K2026-10-21
Nfsg Corp
UNCHANGED999900%$29.6K$31.3K+$1.7K2026-10-15
Latitude Advisors, LLC
NEW94—+94——$29.7K—2026-10-27
Markowski Investments
INCREASED9168+23+34%$20.3K$28.8K+$8.4K2026-10-30
Horizon Financial Services, LLC
UNCHANGED888800%$26.3K$27.8K+$1.5K2026-11-04
Ascentis Independent Advisors
NEW85—+85——$26.9K—2026-11-03
Versant Capital Management, Inc
UNCHANGED828200%$24.5K$25.9K+$1.4K2026-10-02
Tsfg, LLC
DECREASED81911-830-91%$272.0K$26-$272.0K2026-10-23
Valley Wealth Managers, Inc.
NEW78—+78——$24.7K—2026-10-09
Provenance Wealth Advisors, LLC
NEW77—+77——$24.3K—2026-10-30
Advanced Asset Management Advisors Inc
INCREASED7675+1+1%$22.4K$24.0K+$1.6K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED757500%$22.4K$23.7K+$1.3K2026-10-23
Eastern Bank
UNCHANGED737300%$21.8K$23.1K+$1.2K2026-10-05
Bank of New Hampshire
NEW68—+68——$21.5K—2026-10-06
Proathlete Wealth Management LLC
INCREASED6738+29+76%$11.5K$21.4K+$9.9K2026-10-15
United Community Bank
UNCHANGED666600%$19.7K$20.9K+$1.1K2026-10-28
Mascoma Wealth Management LLC
UNCHANGED656500%$19.4K$20.5K+$1.1K2026-10-23
First Pacific Financial
INCREASED6463+1+2%$19.0K$20.1K+$1.1K2026-10-14
Country Trust Bank
UNCHANGED646400%$19.1K$20.2K+$1.1K2026-10-30
Main Street Group, LTD
UNCHANGED626200%$18.5K$19.6K+$1.1K2026-10-28
Valley National Advisers Inc
INCREASED6036+24+67%$10.8K$19.0K+$8.2K2026-10-23
Coston, McIsaac & Partners
UNCHANGED606000%$18.0K$19.1K+$1.1K2026-11-06
Elevate Wealth Advisory, Inc
UNCHANGED535300%$15.9K$16.8K+$9072026-10-29
Intesa Sanpaolo Wealth Management
NEW50—+50——$15.8K—2026-10-28
Financial Management Professionals, Inc.
UNCHANGED505000%$15.0K$15.8K+$8532026-10-23
Gables Capital Management Inc.
UNCHANGED505000%$15.0K$15.8K+$8532026-11-04
Private Wealth Management Group, LLC
UNCHANGED494900%$14.7K$15.5K+$8362026-10-19
DecisionPoint Financial, LLC
NEW47—+47——$14.7K—2026-10-27
Balance Wealth Partners LLC
NEW45—+45——$14.3K—2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED424200%$12.6K$13.4K+$7212026-10-28
Mogy Joel R Investment Counsel Inc
UNCHANGED414100%$12.3K$13.0K+$7002026-10-13
Peachtree Investment Partners, LLC
UNCHANGED414100%$12.2K$12.8K+$6942026-11-05
Bay Harbor Wealth Management, LLC
UNCHANGED393900%$11.7K$12.3K+$6662026-11-03
Jnba Financial Advisors
NEW36—+36——$11.4K—2026-11-03
Hoey Investments, Inc
UNCHANGED333300%$9.9K$10.4K+$5632026-10-29
Concord Wealth Partners
UNCHANGED313100%$9.3K$9.9K+$5612026-11-02
POM Investment Strategies, LLC
NEW29—+29——$9.2K—2026-10-20
Quaker Wealth Management, LLC
INCREASED294+25+625%$1.2K$9.2K+$8.0K2026-10-22
Barrett & Company, Inc.
UNCHANGED292900%$8.7K$9.2K+$4952026-10-22
Piscataqua Savings Bank
DECREASED28178-150-84%$53.2K$8.8K-$44.4K2026-10-21
WestEnd Advisors, LLC
NEW27—+27——$8.5K—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED262600%$7.8K$8.2K+$4442026-10-16
Accordant Advisory Group Inc
UNCHANGED252500%$7.5K$7.9K+$4262026-10-29
SJS Investment Consulting Inc.
UNCHANGED252500%$7.5K$7.9K+$4262026-10-26
Nemes Rush Group LLC
UNCHANGED202000%$6.0K$6.3K+$3422026-11-04
Global Trust Asset Management, LLC
UNCHANGED191900%$5.8K$6.1K+$3482026-10-19
Gen-Wealth Partners Inc
UNCHANGED181800%$5.4K$5.7K+$3072026-11-04
Evermay Wealth Management LLC
UNCHANGED171700%$5.1K$5.4K+$2902026-11-05
Advocate Investing Services LLC
UNCHANGED161600%$4.8K$5.1K+$2732026-10-26
Financial Network Wealth Advisors LLC
UNCHANGED161600%$4.8K$5.1K+$2732026-10-28
William Mack & Associates, Inc.
NEW15—+15——$4.7K—2026-10-27
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED151500%$4$5+$12026-11-02
Realta Investment Advisors
DECREASED1428-14-50%$8.4K$4.4K-$3.9K2026-10-14
Rothwell Investment Advisors, LLC
NEW13—+13——$4.0K—2026-11-06
First Horizon Corp
UNCHANGED131300%$3.9K$4.1K+$2222026-10-26
Strengthening Families & Communities, LLC
UNCHANGED131300%$3.8K$4.0K+$2282026-10-21
Ares Financial Consulting, LLC
UNCHANGED121200%$3.6K$3.8K+$2172026-10-19
Key Capital Management, Inc
UNCHANGED101000%$3.0K$3.2K+$1712026-11-03
WPG Advisers, LLC
UNCHANGED9900%$2.7K$2.8K+$1542026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED8800%$2.4K$2.5K+$1362026-10-15
PFS Partners, LLC
UNCHANGED6600%$1.8K$1.9K+$1092026-10-21
Hilton Head Capital Partners, LLC
NEW5—+5——$1.6K—2026-10-23
Avion Wealth
UNCHANGED5500%$1$1$02026-11-04
Angeles Wealth Management, LLC
UNCHANGED4400%$1.2K$1.3K+$682026-10-26
Covestor Ltd
UNCHANGED4400%$1$1$02026-10-30
CrossGen Wealth, LLC
UNCHANGED4400%$1.2K$1.3K+$682026-10-30
Register Financial Advisors LLC
UNCHANGED4400%$1.2K$1.3K+$682026-10-23
Mondrian Investment Partners LTD
NEW3—+3——$999—2026-10-23
Rakuten Securities, Inc.
DECREASED399-96-97%$29.6K$948-$28.7K2026-11-02
Sterling Capital Management LLC
DECREASED1417-416-100%$124.7K$316-$124.4K2026-10-22
Sapient Capital LLC
CLOSED05,619-5,619-100%$1.7M$0-$1.7M2026-10-08
Corda Investment Management, Llc.
CLOSED03,944-3,944-100%$1.2M$0-$1.2M2026-10-22
LifeGoal Investments, LLC
CLOSED02,414-2,414-100%$721.8K$0-$721.8K2026-10-09
Avestar Capital, LLC
CLOSED02,376-2,376-100%$710.6K$0-$710.6K2026-10-28
Meridian Investment Counsel Inc.
CLOSED01,905-1,905-100%$569.6K$0-$569.6K2026-10-14
Jefferies Financial Group Inc.
CLOSED01,856-1,856-100%$555.0K$0-$555.0K2026-11-05
StoneX Group Inc.
CLOSED01,533-1,533-100%$433.8K$0-$433.8K2026-11-03
Indivisible Partners
CLOSED01,301-1,301-100%$389.0K$0-$389.0K2026-10-26
Eclectic Associates Inc
CLOSED01,130-1,130-100%$337.9K$0-$337.9K2026-10-09
Evolution Wealth Advisors, LLC
CLOSED01,125-1,125-100%$336.4K$0-$336.4K2026-11-03
Vanguard Capital Wealth Advisors
CLOSED01,000-1,000-100%$299.0K$0-$299.0K2026-10-16
Legacy Advisors, LLC
CLOSED0949-949-100%$283.8K$0-$283.8K2026-10-19
Argonautica Private Wealth Management, Inc
CLOSED0915-915-100%$273.7K$0-$273.7K2026-11-02
Compass Financial Group, Inc. (Ohio)
CLOSED0742-742-100%$221.9K$0-$221.9K2026-10-19
Flagship Private Wealth, LLC
CLOSED0721-721-100%$215.7K$0-$215.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED0693-693-100%$207.2K$0-$207.2K2026-10-15
International Assets Investment Management, LLC
CLOSED0640-640-100%$192.5K$0-$192.5K2026-11-02
Solstein Capital, LLC
CLOSED0470-470-100%$140.5K$0-$140.5K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED0354-354-100%$105.9K$0-$105.9K2026-10-29
Founders Capital Management
CLOSED0259-259-100%$77.4K$0-$77.4K2026-10-13
Robinswood Financial LLC
CLOSED0232-232-100%$69.4K$0-$69.4K2026-10-20
Gill Capital Partners, LLC
CLOSED0219-219-100%$65.6K$0-$65.6K2026-10-13
MCF Advisors LLC
CLOSED0200-200-100%$59.8K$0-$59.8K2026-10-28
Obsidian CIO, LLC
CLOSED0180-180-100%$53.7K$0-$53.7K2026-11-05
BankPlus Trust Department
CLOSED091-91-100%$27.2K$0-$27.2K2026-11-06
Simplex Trading, LLC
CLOSED082-82-100%$24.5K$0-$24.5K2026-11-04
Boyd Watterson Asset Management LLC
CLOSED073-73-100%$21.8K$0-$21.8K2026-11-06
Tower View Wealth Management LLC
CLOSED070-70-100%$20.8K$0-$20.8K2026-10-23
Fairway Wealth LLC
CLOSED050-50-100%$15.0K$0-$15.0K2026-10-30
Mcdonald Partners LLC
CLOSED026-26-100%$7.8K$0-$7.8K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED06-6-100%$1.8K$0-$1.8K2026-10-14
Central Pacific Bank - Trust Division
CLOSED02-2-100%$598$0-$5982026-10-06
Commonwealth Retirement Investments LLC
CLOSED01-1-100%$177$0-$1772026-10-26
Bank of America Corp
N/A—1,771,554-1,771,554-100%$529.7M———
Morgan Stanley
N/A—1,550,340-1,550,340-100%$463.6M———
UBS Group AG
N/A—1,357,653-1,357,653-100%$406.0M———
Pgim Custom Harvest LLC
N/A—909,110-909,110-100%$271.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—812,000-812,000-100%$242.8M———
Wells Fargo & Company
N/A—724,983-724,983-100%$216.8M———
Royal Bank of Canada
N/A—463,799-463,799-100%$138.7M———
Envestnet Asset Management Inc
N/A—426,345-426,345-100%$127.5M———
Raymond James Financial Inc
N/A—402,445-402,445-100%$120.3M———
Cetera Investment Advisers
N/A—381,223-381,223-100%$114.0M———
Ameriprise Financial Inc
N/A—367,792-367,792-100%$110.0M———
Osaic Holdings, Inc.
N/A—256,444-256,444-100%$76.8M———
Northwestern Mutual Wealth Management Co
N/A—237,159-237,159-100%$70.9M———
JPMorgan Chase & Co
N/A—222,064-222,064-100%$67.2M———
Stifel Financial Corp
N/A—217,181-217,181-100%$64.9M———
MAI Capital Management
N/A—201,925-201,925-100%$60.4M———
Invictus Private Wealth, LLC
N/A—177,385-177,385-100%$53.0M———
Focus Partners Wealth
N/A—134,801-134,801-100%$40.3M———
Ameritas Advisory Services, LLC
N/A—132,369-132,369-100%$39.6M———
Janney Montgomery Scott LLC
N/A—130,319-130,319-100%$39.0M———
MML Investors Services, LLC
N/A—117,147-117,147-100%$35.0M———
Mercer Global Advisors Inc
N/A—99,226-99,226-100%$29.7M———
Peapack Gladstone Financial Corp
N/A—98,596-98,596-100%$29.5M———
Rockefeller Capital Management L.P.
N/A—96,248-96,248-100%$28.8M———
Jones Financial Companies Lllp
N/A—88,576-88,576-100%$26.7M———
Steward Partners Investment Advisory, LLC
N/A—87,583-87,583-100%$26.2M———
M&T Bank Corp
N/A—83,896-83,896-100%$25.1M———
Captrust Financial Advisors
N/A—80,846-80,846-100%$24.2M———
Cerity Partners LLC
N/A—78,577-78,577-100%$23.5M———
Chai Trust Co LLC
N/A—64,431-64,431-100%$19.3M———
Stratos Wealth Partners, Ltd.
N/A—64,153-64,153-100%$19.2M———
Principal Securities, Inc.
N/A—63,260-63,260-100%$18.9M———
Main Management LLC
N/A—61,738-61,738-100%$18.5M———
Goldman Sachs Group Inc
N/A—61,152-61,152-100%$18.3M———
Mariner, LLC
N/A—58,951-58,951-100%$17.6M———
Baird Financial Group, Inc.
N/A—57,247-57,247-100%$17.1M———
Morningstar Investment Management LLC
N/A—56,514-56,514-100%$15.4M———
HighTower Advisors, LLC
N/A—54,416-54,416-100%$16.3M———
Bank of Montreal
N/A—52,674-52,674-100%$15.8M———
Johnson Investment Counsel Inc
N/A—50,139-50,139-100%$15.0M———
Private Advisor Group, LLC
N/A—48,389-48,389-100%$14.5M———
Integrated Wealth Concepts LLC
N/A—48,348-48,348-100%$14.5M———
FMR LLC
N/A—47,916-47,916-100%$14.3M———
Empower Advisory Group, LLC
N/A—47,734-47,734-100%$14.3M———
Bank of the Bluegrass & Trust Co.
N/A—46,059-46,059-100%$14.6M———
Adaptive Financial Consulting, LLC
N/A—44,515-44,515-100%$13.3M———
Atlas Legacy Advisors, LLC
N/A—40,787-40,787-100%$12.2M———
TrueWealth Financial Partners
N/A—37,253-37,253-100%$11.1M———
Polianta Ltd
N/A—34,200-34,200-100%$10.2K———
Paragon Financial Partners, Inc.
N/A—32,467-32,467-100%$9.9M———
LM Advisors LLC
N/A—30,901-30,901-100%$9.3M———
Prudential PLC
N/A—30,700-30,700-100%$9.2M———
Waverly Advisors, LLC
N/A—27,939-27,939-100%$8.4M———
Quantinno Capital Management LP
N/A—27,880-27,880-100%$8.3M———
Dakota Wealth Management
N/A—26,641-26,641-100%$8.0M———
Beacon Pointe Advisors, LLC
N/A—26,357-26,357-100%$7.9M———
BTG Pactual Asset Management US LLC
N/A—26,316-26,316-100%$7.9M———
Atlas Capital Advisors Inc.
N/A—26,164-26,164-100%$7.8M———
Federation des caisses Desjardins du Quebec
N/A—26,016-26,016-100%$7.8M———
AQR Capital Management LLC
N/A—25,549-25,549-100%$7.6M———
Bleakley Financial Group, LLC
N/A—25,395-25,395-100%$7.6M———
EP Wealth Advisors, LLC
N/A—24,943-24,943-100%$7.5M———
Summit Wealth Group, LLC
N/A—24,838-24,838-100%$7.4M———
Scotia Capital Inc.
N/A—23,926-23,926-100%$7.2M———
Calton & Associates, Inc.
N/A—23,369-23,369-100%$7.0M———
Arax Advisory Partners
N/A—23,144-23,144-100%$6.9M———
Harbour Investments, Inc.
N/A—23,006-23,006-100%$6.9M———
Equitable Holdings, Inc.
N/A—22,738-22,738-100%$6.8M———
Northern Trust Corp
N/A—22,126-22,126-100%$6.6M———
Brown Advisory Inc
N/A—22,118-22,118-100%$6.6M———
Citadel Advisors LLC
N/A—22,040-22,040-100%$6.6M———
Trinity Legacy Partners, LLC
N/A—21,854-21,854-100%$6.6M———
Chokshi & Queen Wealth Advisors, Inc
N/A—21,584-21,584-100%$6.5M———
Safeguard Investment Advisory Group, LLC
N/A—21,446-21,446-100%$6.4M———
Madden Advisory Services, Inc.
N/A—21,316-21,316-100%$6.4M———
NewEdge Advisors, LLC
N/A—21,112-21,112-100%$6.3M———
Wescap Management Group, Inc.
N/A—21,047-21,047-100%$6.3M———
Destination Wealth Management
N/A—20,672-20,672-100%$6.2M———
CVA Family Office, LLC
N/A—18,946-18,946-100%$5.7M———
Anchor Investment Management, LLC
N/A—18,628-18,628-100%$5.6M———
Renaissance Technologies LLC
N/A—16,120-16,120-100%$4.8M———
Webster Bank, N. A.
N/A—16,007-16,007-100%$4.8M———
Circle Wealth Management, LLC
N/A—15,957-15,957-100%$4.8M———
Blair William & Co
N/A—15,636-15,636-100%$4.7M———
National Bank of Canada
N/A—15,330-15,330-100%$4.6M———
Paradigm Capital Management, LLC
N/A—15,061-15,061-100%$4.5M———
Wealthfront Advisers LLC
N/A—14,937-14,937-100%$4.5M———
Sequoia Financial Advisors, LLC
N/A—14,901-14,901-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—14,493-14,493-100%$4.3M———
GWN Securities Inc.
N/A—13,603-13,603-100%$4.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—13,320-13,320-100%$4.0M———
Sound View Wealth Advisors Group, LLC
N/A—13,279-13,279-100%$4.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—13,216-13,216-100%$4.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,165-13,165-100%$3.9M———
Tranquilli Financial Advisor LLC
N/A—12,885-12,885-100%$3.9M———
CreativeOne Wealth, LLC
N/A—12,881-12,881-100%$3.9M———
Advisors Capital Management, LLC
N/A—12,648-12,648-100%$3.8M———
O'shaughnessy Asset Management, LLC
N/A—12,531-12,531-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—12,479-12,479-100%$3.7M———
Aspen Wealth Strategies, LLC
N/A—11,573-11,573-100%$3.5M———
Susquehanna International Group, LLP
N/A—11,396-11,396-100%$3.4M———
Joule Financial, LLC
N/A—10,567-10,567-100%$3.2M———
IHT Wealth Management, LLC
N/A—10,548-10,548-100%$3.2M———
Richmond Brothers, Inc.
N/A—10,501-10,501-100%$3.1M———
HRT Financial LP
N/A—10,062-10,062-100%$3.0M———
Choate Investment Advisors
N/A—10,018-10,018-100%$3.0M———
Marshall Wace, LLP
N/A—9,710-9,710-100%$2.9M———
Bank of Nova Scotia
N/A—9,464-9,464-100%$2.8M———
Tradewinds, Llc.
N/A—9,434-9,434-100%$581.6K———
O'rourke & Company, Inc
N/A—9,342-9,342-100%$2.8M———
CIBC Bancorp USA Inc.
N/A—9,309-9,309-100%$2.8M———
Cresset Asset Management, LLC
N/A—9,132-9,132-100%$2.7M———
BlackRock, Inc.
N/A—9,091-9,091-100%$2.7M———
First Trust Advisors LP
N/A—8,928-8,928-100%$2.7M———
BFC Planning, Inc.
N/A—8,800-8,800-100%$2.6M———
Elm Partners Management LLC
N/A—8,621-8,621-100%$2.6M———
&partners
N/A—8,517-8,517-100%$2.5M———
OneDigital Investment Advisors LLC
N/A—8,484-8,484-100%$2.5M———
Capital Analysts, LLC
N/A—8,339-8,339-100%$2.5M———
Sanctuary Advisors, LLC
N/A—8,317-8,317-100%$2.5M———
Cozad Asset Management Inc
N/A—8,232-8,232-100%$2.5M———
NCM Capital Management, LLC
N/A—8,007-8,007-100%$2.4M———
Aimz Investment Advisors, LLC
N/A—7,797-7,797-100%$2.3M———
Gotham Asset Management, LLC
N/A—7,778-7,778-100%$2.3M———
RWA Wealth Partners, LLC
N/A—7,464-7,464-100%$2.2M———
Hilltop Holdings Inc.
N/A—7,440-7,440-100%$2.2M———
Wall Street Financial Group, Inc.
N/A—7,371-7,371-100%$2.2M———
NewEdge Wealth, LLC
N/A—7,245-7,245-100%$2.2M———
Hikari Tsushin, Inc.
N/A—6,967-6,967-100%$2.1M———
Keebeck Wealth Management
N/A—6,938-6,938-100%$2.1M———
Freestone Capital Holdings, LLC
N/A—6,820-6,820-100%$2.0M———
Glenmede Trust Co NA
N/A—6,701-6,701-100%$2.0M———
Leo H. Evart, Inc.
N/A—6,599-6,599-100%$2.0M———
Petix & Botte Co
N/A—6,582-6,582-100%$2.0M———
Novak & Powell Financial Services, Inc.
N/A—6,576-6,576-100%$2.0M———
Snowden Capital Advisors LLC
N/A—6,566-6,566-100%$2.0M———
Arkadios Wealth Advisors
N/A—6,555-6,555-100%$2.0M———
Essex Financial Services, Inc.
N/A—6,539-6,539-100%$2.0M———
Northstar Group, Inc.
N/A—6,292-6,292-100%$1.9M———
UBS Asset Management Americas LLC
N/A—6,181-6,181-100%$1.8M———
Houlihan Financial Resource Group, Ltd.
N/A—6,159-6,159-100%$1.8M———
Wealthspire Retirement, LLC
N/A—6,147-6,147-100%$1.8M———
Lighthouse Investment Partners, LLC
N/A—6,121-6,121-100%$1.8M———
Stephens Inc
N/A—5,975-5,975-100%$1.8M———
Sachetta, LLC
N/A—5,917-5,917-100%$1.8M———
Adams Wealth Management
N/A—5,756-5,756-100%$1.7M———
CacheTech Inc.
N/A—5,756-5,756-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—5,710-5,710-100%$1.7M———
Kintra Wealth, LLC
N/A—5,635-5,635-100%$1.8M———
Hershey Financial Advisers, LLC
N/A—5,500-5,500-100%$1.6M———
Bartlett & Co. Wealth Management LLC
N/A—5,370-5,370-100%$1.6M———
Jupiter Topco LLC
N/A—5,320-5,320-100%$1.6M———
Liberty Wealth Management LLC
N/A—5,242-5,242-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—5,231-5,231-100%$1.6M———
SlateStone Wealth, LLC
N/A—5,158-5,158-100%$1.5M———
Rathbones Group PLC
N/A—5,106-5,106-100%$1.5M———
PFG Investments, LLC
N/A—5,073-5,073-100%$1.5M———
Advisory Services Network, LLC
N/A—5,049-5,049-100%$1.5M———
Vista Investment Management
N/A—5,042-5,042-100%$1.5M———
Kiley Juergens Wealth Management, LLC
N/A—4,963-4,963-100%$1.5M———
Wealthspire Advisors, LLC
N/A—4,828-4,828-100%$1.4M———
Meridian Wealth Advisors, LLC
N/A—4,752-4,752-100%$1.4M———
Pathstone Holdings, LLC
N/A—4,750-4,750-100%$1.4M———
Aberdeen Wealth Management LLC
N/A—4,715-4,715-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—4,690-4,690-100%$1.4M———
Bragg Financial Advisors, Inc
N/A—4,593-4,593-100%$1.4M———
Abbot Financial Management, Inc.
N/A—4,564-4,564-100%$1.4M———
Timbuktu Capital Management, LLC
N/A—4,549-4,549-100%$1.4M———
Commerce Bank
N/A—4,544-4,544-100%$1.4M———
N.E.W. Advisory Services LLC
N/A—4,503-4,503-100%$1.3M———
One Charles Private Wealth Services, LLC
N/A—4,415-4,415-100%$1.3M———
World Investment Advisors
N/A—4,356-4,356-100%$1.2M———
WNY Asset Management, LLC
N/A—4,309-4,309-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—4,307-4,307-100%$1.3M———
Summit Financial, LLC
N/A—4,295-4,295-100%$1.3M———
Edmond de Rothschild Holding S.A.
N/A—4,260-4,260-100%$1.3M———
Bank Hapoalim BM
N/A—4,193-4,193-100%$1.3M———
Summit Trail Advisors, LLC
N/A—4,189-4,189-100%$1.3M———
Hudson Value Partners, LLC
N/A—4,152-4,152-100%$1.2M———
Whittier Trust Co of Nevada Inc
N/A—4,151-4,151-100%$1.3M———
Allianz Asset Management GmbH
N/A—4,100-4,100-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—4,046-4,046-100%$1.2M———
Jacobs Equity LLC
N/A—3,956-3,956-100%$1.2M———
Cardiff Park Advisors, LLC
N/A—3,955-3,955-100%$1.2M———
Ingalls & Snyder LLC
N/A—3,934-3,934-100%$1.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—3,919-3,919-100%$1.2M———
AE Wealth Management LLC
N/A—3,853-3,853-100%$1.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—3,806-3,806-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—3,772-3,772-100%$1.1M———
Wealthspan Partners, LLC
N/A—3,713-3,713-100%$1.1M———
Triton Financial Group Inc
N/A—3,650-3,650-100%$1.1M———
CCG Wealth Management, LLC
N/A—3,631-3,631-100%$1.1M———
Bellevue Asset Management, LLC
N/A—3,560-3,560-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—3,509-3,509-100%$1.0M———
Jaffetilchin Investment Partners, LLC
N/A—3,491-3,491-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—3,488-3,488-100%$1.0M———
Goepper Burkhardt LLC
N/A—3,486-3,486-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—3,459-3,459-100%$1.0M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,399-3,399-100%$1.0M———
Cornerstone Select Advisors, LLC
N/A—3,346-3,346-100%$1.0M———
Kovack Advisors, Inc.
N/A—3,330-3,330-100%$1.0M———
Zhang Financial LLC
N/A—3,288-3,288-100%$983.1K———
Ranch Capital Advisors Inc.
N/A—3,247-3,247-100%$970.9K———
Centaurus Financial, Inc.
N/A—3,202-3,202-100%$958.0K———
Holderness Investments Co
N/A—3,201-3,201-100%$957.0K———
Conservest Capital Advisors, Inc.
N/A—3,188-3,188-100%$953.1K———
Benjamin Edwards Inc
N/A—3,141-3,141-100%$939.2K———
Pallas Capital Advisors LLC
N/A—3,139-3,139-100%$938.6K———
Caprock Group, LLC
N/A—3,080-3,080-100%$921.0K———
Davis R M Inc
N/A—3,069-3,069-100%$917.7K———
Disciplined Investors, L.L.C.
N/A—3,052-3,052-100%$912.4K———
First Wilshire Securities Management Inc
N/A—3,050-3,050-100%$912.0K———
Sequent Planning LLC
N/A—3,017-3,017-100%$902.1K———
1015 Capital Partners, LLC
N/A—3,010-3,010-100%$900.0K———
Qube Research & Technologies Ltd
N/A—2,999-2,999-100%$896.7K———
Whittier Trust Co
N/A—2,977-2,977-100%$910.4K———
Vestmark Advisory Solutions, Inc.
N/A—2,941-2,941-100%$879.5K———
Nuveen, LLC
N/A—2,921-2,921-100%$873.4K———
Xcelsior Advisor Partners LLC
N/A—2,919-2,919-100%$872.9K———
First National Bank of Omaha
N/A—2,910-2,910-100%$880.1K———
CIBC World Market Inc.
N/A—2,893-2,893-100%$865.0K———
Fort Sheridan Advisors LLC
N/A—2,878-2,878-100%$860.6K———
Monograph Wealth Advisors, LLC
N/A—2,872-2,872-100%$858.8K———
Vanguard National Trust Co
N/A—2,840-2,840-100%$849.2K———
Nicolet Bankshares Inc
N/A—2,832-2,832-100%$846.8K———
Cascade Wealth Advisors, Inc
N/A—2,829-2,829-100%$883.0K———
Allied Private Wealth LLC
N/A—2,801-2,801-100%$858.6K———
Western Wealth Management, LLC
N/A—2,758-2,758-100%$824.7K———
Readystate Asset Management LP
N/A—2,742-2,742-100%$819.9K———
Berkeley Capital Partners, LLC
N/A—2,726-2,726-100%$815.1K———
Belpointe Asset Management LLC
N/A—2,725-2,725-100%$814.9K———
Athena Investment Management
N/A—2,718-2,718-100%$812.7K———
Bluebird Wealth Management LLC
N/A—2,700-2,700-100%$807.3K———
Fiduciary Trust Co
N/A—2,683-2,683-100%$802.2K———
Daybright Advisory Services, Inc.
N/A—2,674-2,674-100%$815.1K———
Maripau Wealth Management LLC
N/A—2,670-2,670-100%$797.7K———
Composition Wealth, LLC
N/A—2,649-2,649-100%$792.1K———
Elite Financial, Inc.
N/A—2,635-2,635-100%$787.0K———
Planning Directions Inc
N/A—2,618-2,618-100%$782.9K———
One Capital Management, LLC
N/A—2,590-2,590-100%$705.3K———
Pacific SUN Financial Corp
N/A—2,580-2,580-100%$771.4K———
Modern Wealth Management, LLC
N/A—2,564-2,564-100%$766.8K———
Checchi Capital Advisers, LLC
N/A—2,525-2,525-100%$755.0K———
Charles Schwab Investment Management Inc
N/A—2,515-2,515-100%$752.0K———
Dougherty & Associates, LLC
N/A—2,442-2,442-100%$730.5K———
Navis Wealth Advisors, LLC
N/A—2,375-2,375-100%$710.2K———
Main Street Financial Solutions, LLC
N/A—2,374-2,374-100%$709.8K———
First Commonwealth Financial Corp
N/A—2,367-2,367-100%$707.8K———
Cofg Advisors, LLC
N/A—2,358-2,358-100%$705.1K———
Simmons Bank
N/A—2,355-2,355-100%$704.2K———
Westmount Partners, LLC
N/A—2,352-2,352-100%$703.3K———
Bluespring Wealth Management, LLC
N/A—2,335-2,335-100%$698.3K———
Wealth Management Associates, Inc.
N/A—2,320-2,320-100%$693.8K———
Global Retirement Partners, LLC
N/A—2,295-2,295-100%$686.2K———
Roundview Capital LLC
N/A—2,249-2,249-100%$672.5K———
QRG Capital Management, Inc.
N/A—2,232-2,232-100%$667.4K———
Flputnam Investment Management Co
N/A—2,161-2,161-100%$646.2K———
Moneta Group Investment Advisors LLC
N/A—2,161-2,161-100%$646.1K———
Cary Street Partners Financial LLC
N/A—2,134-2,134-100%$638.0K———
Christine Messmer PC
N/A—2,109-2,109-100%$630.7K———
Coppell Advisory Solutions LLC
N/A—2,101-2,101-100%$465.5K———
Alta Wealth Advisors LLC
N/A—2,096-2,096-100%$626.7K———
Ancora Advisors LLCA
N/A—2,096-2,096-100%$626.8K———
Wealth Alliance, LLC
N/A—2,040-2,040-100%$609.9K———
Brookwood Investment Group LLC
N/A—1,968-1,968-100%$588.6K———
Leavell Investment Management, Inc.
N/A—1,912-1,912-100%$571.7K———
Snowwater Investment Partners, LLC
N/A—1,890-1,890-100%$565.1K———
Pine Valley Investments Ltd Liability Co
N/A—1,869-1,869-100%$559.0K———
SHP Wealth Management
N/A—1,834-1,834-100%$548.4K———
FAS Wealth Partners, Inc.
N/A—1,825-1,825-100%$545.8K———
Capital Advisors Inc
N/A—1,823-1,823-100%$545.1K———
IFG Advisory, LLC
N/A—1,809-1,809-100%$540.9K———
Aptus Capital Advisors, LLC
N/A—1,774-1,774-100%$530.4K———
Stratos Wealth Advisors, LLC
N/A—1,760-1,760-100%$526.3K———
American Trust
N/A—1,728-1,728-100%$516.7K———
Nwam LLC
N/A—1,699-1,699-100%$508.2K———
Mutual Advisors, LLC
N/A—1,687-1,687-100%$504.5K———
BNP Paribas Financial Markets
N/A—1,687-1,687-100%$504.4K———
VSM Wealth Advisory, LLC
N/A—1,672-1,672-100%$500.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,654-1,654-100%$494.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,632-1,632-100%$488.0K———
Centric Wealth Management
N/A—1,550-1,550-100%$446.7K———
Betterment LLC
N/A—1,546-1,546-100%$462.0K———
McGinn Penninger Investment Management, Inc.
N/A—1,539-1,539-100%$460.0K———
IEQ Capital, LLC
N/A—1,533-1,533-100%$458.4K———
Wharton Business Group, LLC
N/A—1,509-1,509-100%$451.0K———
Resolute Wealth Strategies, LLC
N/A—1,508-1,508-100%$450.8K———
Haverford Trust Co
N/A—1,500-1,500-100%$448.5K———
Balyasny Asset Management L.P.
N/A—1,480-1,480-100%$442.5K———
Maridea Wealth Management LLC
N/A—1,471-1,471-100%$439.8K———
American Money Management, LLC
N/A—1,463-1,463-100%$437.5K———
Optas, LLC
N/A—1,463-1,463-100%$437.5K———
Savvy Advisors, Inc.
N/A—1,462-1,462-100%$437.2K———
Greykasell Wealth Strategies, Inc.
N/A—1,449-1,449-100%$433.2K———
Round Rock Advisors LLC
N/A—1,436-1,436-100%$429.4K———
Kingsview Wealth Management, LLC
N/A—1,435-1,435-100%$429.0K———
Muirfield Wealth Advisors LLC
N/A—1,431-1,431-100%$427.8K———
Vertex Planning Partners, LLC
N/A—1,423-1,423-100%$425.5K———
Rehmann Capital Advisory Group
N/A—1,406-1,406-100%$420.6K———
Wealthquest Corp
N/A—1,404-1,404-100%$419.8K———
Dorsey & Whitney Trust Co LLC
N/A—1,400-1,400-100%$418.6K———
Gateway Wealth Partners, LLC
N/A—1,396-1,396-100%$417.3K———
River Wealth Advisors LLC
N/A—1,394-1,394-100%$416.8K———
Bcgm Wealth Management, LLC
N/A—1,377-1,377-100%$411.7K———
HHM Wealth Advisors, LLC
N/A—1,365-1,365-100%$408.1K———
Roble, Belko & Company, Inc
N/A—1,355-1,355-100%$405.0K———
Independent Family Office, LLC
N/A—1,350-1,350-100%$403.7K———
ST Germain D J Co Inc
N/A—1,331-1,331-100%$398.0K———
Huntington National Bank
N/A—1,317-1,317-100%$393.8K———
360 Financial, Inc.
N/A—1,302-1,302-100%$389.3K———
DV Trading LLC
N/A—1,263-1,263-100%$377.7K———
Nvest Financial, LLC
N/A—1,257-1,257-100%$375.7K———
Ballentine Partners, LLC
N/A—1,241-1,241-100%$371.1K———
Hills Bank & Trust Co
N/A—1,239-1,239-100%$370.5K———
Franklin Resources Inc
N/A—1,229-1,229-100%$367.5K———
Atlantic Union Bankshares Corp
N/A—1,226-1,226-100%$366.5K———
Two Sigma Securities, LLC
N/A—1,213-1,213-100%$362.7K———
Insigneo Advisory Services, LLC
N/A—1,206-1,206-100%$360.5K———
DF Dent & Co Inc
N/A—1,204-1,204-100%$360.0K———
HighPoint Advisor Group LLC
N/A—1,204-1,204-100%$360.1K———
Prostatis Group LLC
N/A—1,189-1,189-100%$355.5K———
Birchcreek Wealth Management, LLC
N/A—1,183-1,183-100%$353.7K———
Mosaic Financial Group, LLC
N/A—1,154-1,154-100%$345.0K———
Panoramic Investment Advisors, LLC
N/A—1,149-1,149-100%$343.5K———
Strategic Investment Solutions, Inc.
N/A—1,142-1,142-100%$341.3K———
Compass Advisory Group LLC
N/A—1,134-1,134-100%$339.2K———
Range Advisory, LLC
N/A—1,132-1,132-100%$338.6K———
LaSalle St. Investment Advisors, LLC
N/A—1,129-1,129-100%$337.6K———
HM Payson & Co
N/A—1,128-1,128-100%$337.3K———
Mission Creek Capital Partners, Inc.
N/A—1,126-1,126-100%$336.7K———
Rothschild Investment LLC
N/A—1,119-1,119-100%$334.6K———
Keystone Financial Group
N/A—1,110-1,110-100%$331.9K———
Coastal Bridge Advisors, LLC
N/A—1,109-1,109-100%$331.6K———
Matrix Private Capital Group LLC
N/A—1,106-1,106-100%$330.7K———
Peregrine Asset Advisers, Inc.
N/A—1,084-1,084-100%$324.1K———
Callahan Advisors, LLC
N/A—1,066-1,066-100%$318.7K———
Passive Capital Management, Llc.
N/A—1,063-1,063-100%$306.0K———
Alexander Labrunerie & Co., Inc.
N/A—1,061-1,061-100%$317.3K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,044-1,044-100%$312.1K———
Octavia Wealth Advisors, LLC
N/A—1,042-1,042-100%$311.6K———
Berger Financial Group, Inc
N/A—1,042-1,042-100%$311.6K———
Faithward Advisors, LLC
N/A—1,037-1,037-100%$310.0K———
NorthCoast Asset Management LLC
N/A—1,034-1,034-100%$309.4K———
Glen Eagle Advisors, LLC
N/A—1,032-1,032-100%$308.6K———
Thoroughbred Financial Services, LLC
N/A—1,026-1,026-100%$306.0K———
Bridgewater Advisors Inc.
N/A—1,010-1,010-100%$307.6K———
Klcm Advisors, Inc.
N/A—1,004-1,004-100%$300.2K———
Wilson & Boucher Capital Management, LLC
N/A—1,000-1,000-100%$299.0K———
Lansing Street Advisors
N/A—988-988-100%$295.5K———
Clark Capital Management Group, Inc.
N/A—977-977-100%$292.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—960-960-100%$287.1K———
SageGuard Financial Group, LLC
N/A—958-958-100%$286.4K———
Advisory Alpha, LLC
N/A—958-958-100%$286.7K———
Fischer Investment Strategies, LLC
N/A—946-946-100%$282.9K———
NorthRock Partners, LLC
N/A—936-936-100%$279.9K———
Spirepoint Private Client, LLC
N/A—925-925-100%$276.6K———
Smartleaf Asset Management LLC
N/A—916-916-100%$277.0K———
Foundations Investment Advisors, LLC
N/A—912-912-100%$272.8K———
SEI Investments Co
N/A—897-897-100%$268.3K———
LOM Asset Management Ltd
N/A—876-876-100%$261.9K———
Sankala Group LLC
N/A—860-860-100%$274.8K———
Smith, Moore & Co.
N/A—848-848-100%$253.6K———
Mrwm Advisors, LLC
N/A—847-847-100%$253.3K———
Prudent Investors Network, Inc.
N/A—846-846-100%$252.9K———
Red Door Wealth Management, LLC
N/A—842-842-100%$251.8K———
Prosperity Consulting Group, LLC
N/A—833-833-100%$249.1K———
Resolute Advisors LLC
N/A—821-821-100%$245.5K———
Kapstone Financial Advisors LLC
N/A—818-818-100%$244.6K———
Geneos Wealth Management Inc.
N/A—815-815-100%$243.6K———
Kera Capital Partners, Inc.
N/A—808-808-100%$241.6K———
Lafayette Investments, Inc.
N/A—797-797-100%$238.5K———
Evercore Wealth Management, LLC
N/A—788-788-100%$235.6K———
Bessemer Group Inc
N/A—774-774-100%$231.0K———
Mpwm Advisory Solutions, LLC
N/A—754-754-100%$225.4K———
Heritage Trust Co
N/A—740-740-100%$221.3K———
Riverpoint Wealth Management Holdings, LLC
N/A—736-736-100%$220.0K———
BlueStem Wealth Partners, LLC
N/A—720-720-100%$215.4K———
Waterloo Capital, L.P.
N/A—718-718-100%$214.8K———
First Financial Bankshares Inc
N/A—701-701-100%$209.6K———
All Terrain Financial Advisors, LLC
N/A—700-700-100%$209.3K———
VeraBank, N.A.
N/A—700-700-100%$209.3K———
Prasad Wealth Partners, LLC
N/A—690-690-100%$206.3K———
Kelman-Lazarov, Inc.
N/A—690-690-100%$206.3K———
Fiduciary Financial Advisors
N/A—683-683-100%$204.3K———
Perennial Investment Advisors, LLC
N/A—674-674-100%$201.6K———
JMG Financial Group, Ltd.
N/A—670-670-100%$200.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—661-661-100%$197.7K———
Steigerwald, Gordon & Koch Inc.
N/A—603-603-100%$180.2K———
Godfrey Financial Associates, Inc.
N/A—570-570-100%$170.4K———
Rice Partnership, LLC
N/A—548-548-100%$163.8K———
Brown Brothers Harriman & Co
N/A—542-542-100%$162.1K———
Stelac Advisory Services LLC
N/A—531-531-100%$158.8K———
Heritage Wealth Advisors
N/A—512-512-100%$153.2K———
Ramirez Asset Management, Inc.
N/A—510-510-100%$152.5K———
Orion Capital Management LLC
N/A—500-500-100%$149.5K———
Westfuller Advisors, LLC
N/A—496-496-100%$148.2K———
VAN DEN Berg Management I, Inc
N/A—481-481-100%$143.8K———
Medallion Wealth Advisors, LLC
N/A—452-452-100%$135.2K———
SG Americas Securities, LLC
N/A—390-390-100%$117.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—376-376-100%$112.4K———
Private Wealth Asset Management, LLC
N/A—327-327-100%$97.8K———
Sittner & Nelson, LLC
N/A—327-327-100%$97.8K———
Horizon Bancorp Inc
N/A—319-319-100%$95.0K———
PlanVest Financial, Inc
N/A—318-318-100%$95.1K———
Minot DeBlois Advisors LLC
N/A—299-299-100%$89.4K———
Bogart Wealth, LLC
N/A—275-275-100%$82.2K———
SOA Wealth Advisors, Llc.
N/A—269-269-100%$80.3K———
Front Row Advisors LLC
N/A—250-250-100%$78.9K———
Crewe Advisors LLC
N/A—250-250-100%$74.8K———
Ankerstar Wealth, LLC
N/A—227-227-100%$67.9K———
Colonial Trust Co / SC
N/A—225-225-100%$67.3K———
Strategic Wealth Partners, Ltd.
N/A—207-207-100%$62.0K———
Forum Finance Group S.A.
N/A—206-206-100%$50———
Crews Bank & Trust
N/A—200-200-100%$59.8K———
Strive Financial Group,LLC
N/A—200-200-100%$59.8K———
Tripletail Wealth Management, LLC
N/A—193-193-100%$59.5K———
Security National Bank of Sioux City Iowa
N/A—187-187-100%$55.9K———
Tiaa Wealth Investment Management LLC
N/A—183-183-100%$54.8K———
Dunhill Financial, LLC
N/A—165-165-100%$49.5K———
Hantz Financial Services, Inc.
N/A—157-157-100%$47.0K———
Seneschal Advisors, LLC
N/A—150-150-100%$44.9K———
Tidemark, LLC
N/A—125-125-100%$37.4K———
Paladin Advisory Group, LLC
N/A—112-112-100%$33.5K———
SouthState Bank Corp
N/A—110-110-100%$32.9K———
Monetary Management Group Inc
N/A—110-110-100%$32.9K———
Oxford Financial Group, Ltd. LLC
N/A—106-106-100%$31.7K———
Investment Counsel Co of Nevada
N/A—101-101-100%$30.2K———
Smithfield Trust Co
N/A—100-100-100%$30.0K———
Lavaca Capital LLC
N/A—100-100-100%$29.9K———
Kerr Financial Planning Corp
N/A—91-91-100%$27.2K———
Rialto Wealth Management, LLC
N/A—83-83-100%$24.8K———
JDM Financial Group LLC
N/A—80-80-100%$23.9K———
Top Private Wealth Llc.
N/A—78-78-100%$23.3K———
Measured Wealth Private Client Group, LLC
N/A—64-64-100%$19.1K———
Cambient Family Office, LLC
N/A—56-56-100%$16.7K———
CNB Bank
N/A—56-56-100%$16.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—55-55-100%$16.4K———
Napier Financial, LLC
N/A—54-54-100%$16.3K———
EFG International AG
N/A—53-53-100%$15.8K———
Continuum Advisory, LLC
N/A—52-52-100%$15.5K———
Caitlin John, LLC
N/A—52-52-100%$15.5K———
Glassman Wealth Services
N/A—48-48-100%$14.4K———
Aventura Private Wealth, LLC
N/A—46-46-100%$13.8K———
Providence Capital Advisors, LLC
N/A—45-45-100%$13.5K———
Frazier Financial Advisors, LLC
N/A—34-34-100%$10.0K———
Highland Investment Advisors LLC
N/A—34-34-100%$10.2K———
Game Plan Financial Advisors, LLC
N/A—26-26-100%$7.8K———
Silicon Valley Capital Partners
N/A—21-21-100%$6.4K———
Keating Financial Advisory Services, Inc.
N/A—19-19-100%$5.7K———
Prestige Wealth Management Group LLC
N/A—17-17-100%$5.1K———
Victory Capital Management Inc
N/A—1-1-100%$245———
Showing 1186 of 1186 institutions