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Vanguard Short-Term Treasury (VGSH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
INCREASED
Shares3,939,619 from 1,526,211
Change+2,413,408 (+158%)
Value$226.8M (+$137.9M)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares3,703,785 from 3,321,662
Change+382,123 (+12%)
Value$213.2M (+$19.9M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares2,578,849 from 2,526,390
Change+52,459 (+2%)
Value$148.4M (+$1.4M)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares2,313,854 from 2,200,571
Change+113,283 (+5%)
Value$133.2M (+$5.1M)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares1,517,276 from 1,527,935
Change-10,659 (-1%)
Value$87.3M (-$1.6M)
Filed 2026-10-15
Evensky & Katz LLC
INCREASED
Shares1,420,520 from 1,381,942
Change+38,578 (+3%)
Value$81.8K (-$80.3M)
Filed 2026-10-27
Oak Harvest Investment Services
INCREASED
Shares1,353,092 from 1,284,004
Change+69,088 (+5%)
Value$77.9M (+$3.2M)
Filed 2026-10-20
Patten & Patten Inc
DECREASED
Shares1,299,538 from 1,327,074
Change-27,536 (-2%)
Value$74.8M (-$2.4M)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,235,960 from 1,212,961
Change+22,999 (+2%)
Value$71.1M (+$547.5K)
Filed 2026-10-27
Creative Planning
DECREASED
Shares1,222,033 from 1,280,012
Change-57,979 (-5%)
Value$70.3M (-$4.2M)
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares1,190,635 from 1,123,054
Change+67,581 (+6%)
Value$68.5M (+$3.2M)
Filed 2026-10-26
Chemistry Wealth Management LLC
INCREASED
Shares1,144,548 from 1,107,162
Change+37,386 (+3%)
Value$65.9M (+$1.4M)
Filed 2026-10-16
Warwick Investment Management, Inc.
INCREASED
Shares1,123,819 from 1,059,194
Change+64,625 (+6%)
Value$64.7M (+$3.0M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares1,054,665 from 726,811
Change+327,854 (+45%)
Value$60.7M (+$18.4M)
Filed 2026-10-21
Foster Group, Inc.
INCREASED
Shares973,459 from 925,588
Change+47,871 (+5%)
Value$56.0M (+$2.2M)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED
Shares945,503 from 882,471
Change+63,032 (+7%)
Value$54.4M (+$3.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares934,356 from 893,733
Change+40,623 (+5%)
Value$53.8K (-$52.0M)
Filed 2026-11-02
Pacific Sage Partners, LLC
INCREASED
Shares859,951 from 699,446
Change+160,505 (+23%)
Value$49.5M (+$8.8M)
Filed 2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED
Shares830,811 from 806,570
Change+24,241 (+3%)
Value$47.8M (+$879.1K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares777,495 from 944,315
Change-166,820 (-18%)
Value$44.8M (-$10.2M)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares720,644 from 233,447
Change+487,197 (+209%)
Value$41.5M (+$27.9M)
Filed 2026-11-04
Angeles Wealth Management, LLC
INCREASED
Shares712,072 from 1,268
Change+710,804 (+56057%)
Value$41.0M (+$40.9M)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares652,036 from 776,178
Change-124,142 (-16%)
Value$37.5M (-$7.6M)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares651,207 from 601,790
Change+49,417 (+8%)
Value$37.5M (+$2.5M)
Filed 2026-11-04
Beacon Bank & Trust
INCREASED
Shares642,604 from 633,681
Change+8,923 (+1%)
Value$37.0M (+$108.1K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares628,647 from 614,178
Change+14,469 (+2%)
Value$36.2M (+$439.8K)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares626,463 from 569,513
Change+56,950 (+10%)
Value$30.8M (-$2.4M)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares619,090 from 667,988
Change-48,898 (-7%)
Value$35.6M (-$3.2M)
Filed 2026-10-16
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares611,855 from 1,086,658
Change-474,803 (-44%)
Value$35.2M (-$28.0M)
Filed 2026-10-16
Opus Capital Group, LLC
INCREASED
Shares597,118 from 589,059
Change+8,059 (+1%)
Value$34.4K (-$34.2M)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares593,258 from 568,549
Change+24,709 (+4%)
Value$34.1M (+$1.1M)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares592,914 from 641,271
Change-48,357 (-8%)
Value$34.1M (-$3.2M)
Filed 2026-10-20
Concord Asset Management, LLC
INCREASED
Shares581,992 from 558,762
Change+23,230 (+4%)
Value$33.5M (+$979.5K)
Filed 2026-11-02
Level Financial Advisors
INCREASED
Shares572,743 from 532,912
Change+39,831 (+7%)
Value$33.0M (+$2.0M)
Filed 2026-10-13
Shah Capital Management
INCREASED
Shares561,531 from 382,324
Change+179,207 (+47%)
Value$32.3M (+$10.1M)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares560,867 from 543,365
Change+17,502 (+3%)
Value$32.3M (+$659.7K)
Filed 2026-10-22
Morling Financial Advisors, LLC
INCREASED
Shares558,435 from 532,671
Change+25,764 (+5%)
Value$32.1M (+$1.1M)
Filed 2026-10-28
Quattro Financial Advisors LLC
INCREASED
Shares547,205 from 541,412
Change+5,793 (+1%)
Value$31.5M (-$13.1K)
Filed 2026-10-15
Master's Wealth Management Inc.
INCREASED
Shares546,359 from 505,229
Change+41,130 (+8%)
Value$31.4M (+$2.0M)
Filed 2026-10-22
CPA Asset Management Group, LLC
INCREASED
Shares536,477 from 395,381
Change+141,096 (+36%)
Value$30.9M (+$7.9M)
Filed 2026-10-26
Beacon Capital Management, Inc.
INCREASED
Shares530,866 from 300,406
Change+230,460 (+77%)
Value$30.6M (+$13.1M)
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares528,166 from 541,474
Change-13,308 (-2%)
Value$30.4K (-$31.5M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares510,487 from 340,243
Change+170,244 (+50%)
Value$29.4M (+$9.6M)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares508,628 from 493,743
Change+14,885 (+3%)
Value$29.3M (+$540.8K)
Filed 2026-10-05
Arlington Partners LLC
INCREASED
Shares503,237 from 225,571
Change+277,666 (+123%)
Value$29.0M (+$15.8M)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares502,790 from 508,786
Change-5,996 (-1%)
Value$28.9M (-$670.8K)
Filed 2026-10-20
Anderson Hoagland & Co
INCREASED
Shares500,999 from 405,803
Change+95,196 (+23%)
Value$29.0M (+$5.3M)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED
Shares483,208 from 440,702
Change+42,506 (+10%)
Value$27.8M (+$2.2M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares476,689 from 441,537
Change+35,152 (+8%)
Value$27.4M (+$1.7M)
Filed 2026-10-29
AMI Investment Management Inc
DECREASED
Shares473,006 from 488,850
Change-15,844 (-3%)
Value$27.2M (-$1.2M)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares472,752 from 373,967
Change+98,785 (+26%)
Value$27.2M (+$5.5M)
Filed 2026-10-08
Maseco LLP
INCREASED
Shares466,943 from 455,561
Change+11,382 (+3%)
Value$26.9M (+$368.2K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares464,414 from 1,421,932
Change-957,518 (-67%)
Value$26.7M (-$56.0M)
Filed 2026-10-22
Five Oceans Advisors
DECREASED
Shares461,195 from 522,397
Change-61,202 (-12%)
Value$26.5M (-$3.9M)
Filed 2026-10-22
Grove Bank & Trust
DECREASED
Shares453,648 from 586,889
Change-133,241 (-23%)
Value$26.1M (-$8.0M)
Filed 2026-10-08
Evermay Wealth Management LLC
INCREASED
Shares450,014 from 42,491
Change+407,523 (+959%)
Value$25.9M (+$23.4M)
Filed 2026-11-05
Salomon & Ludwin, LLC
INCREASED
Shares449,103 from 443,813
Change+5,290 (+1%)
Value$25.9M (+$100.4K)
Filed 2026-10-29
Strategic Point Investment Advisors, LLC
INCREASED
Shares434,130 from 430,687
Change+3,443 (+1%)
Value$25.0M (-$77.5K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
INCREASED
Shares433,267 from 403,907
Change+29,360 (+7%)
Value$24.9M (+$1.4M)
Filed 2026-11-02
Bear Mountain Capital, Inc.
INCREASED
Shares417,784 from 396,374
Change+21,410 (+5%)
Value$24.1M (+$1.1M)
Filed 2026-11-04
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares417,700 from 410,200
Change+7,500 (+2%)
Value$24.0M (+$159.8K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares408,785 from 203,163
Change+205,622 (+101%)
Value$23.5M (+$11.7M)
Filed 2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares399,219 from 389,732
Change+9,487 (+2%)
Value$23.0M (+$296.7K)
Filed 2026-11-04
Ironwood Wealth Management, Llc.
INCREASED
Shares394,867 from 316,720
Change+78,147 (+25%)
Value$22.7M (+$4.3M)
Filed 2026-10-28
Wolff Financial Management LLC
DECREASED
Shares380,710 from 513,142
Change-132,432 (-26%)
Value$21.9M (-$8.0M)
Filed 2026-10-23
Scratch Capital LLC
INCREASED
Shares369,888 from 315,133
Change+54,755 (+17%)
Value$21.3M (+$3.0M)
Filed 2026-11-02
Compass Planning Associates Inc
INCREASED
Shares368,545 from 329,326
Change+39,219 (+12%)
Value$21.2M (+$2.0M)
Filed 2026-10-13
Human Investing LLC
INCREASED
Shares362,925 from 337,874
Change+25,051 (+7%)
Value$20.9M (+$1.2M)
Filed 2026-10-19
Regions Financial Corp
DECREASED
Shares360,022 from 364,162
Change-4,140 (-1%)
Value$20.7M (-$471.4K)
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares358,658 from 406,669
Change-48,011 (-12%)
Value$20.6M (-$3.0M)
Filed 2026-10-29
Charles Schwab Trust Co
DECREASED
Shares351,226 from 357,258
Change-6,032 (-2%)
Value$20.2M (-$575.8K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
INCREASED
Shares350,578 from 313,618
Change+36,960 (+12%)
Value$20.2M (+$1.9M)
Filed 2026-10-15
WBH Advisory Inc
DECREASED
Shares350,354 from 359,071
Change-8,717 (-2%)
Value$20.2M (-$731.6K)
Filed 2026-11-05
NBT Bank, N.A.
INCREASED
Shares345,733 from 3,417
Change+342,316 (+10018%)
Value$19.9M (+$19.7M)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares337,642 from 8,640
Change+329,002 (+3808%)
Value$19.4M (+$18.9M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares332,883 from 358,102
Change-25,219 (-7%)
Value$19.2M (-$1.7M)
Filed 2026-11-02
BluePrint Investing LLC
INCREASED
Shares329,406 from 326,667
Change+2,739 (+1%)
Value$19.0M (-$51.4K)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares328,297 from 221,820
Change+106,477 (+48%)
Value$18.9M (+$6.0M)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares327,856 from 331,278
Change-3,422 (-1%)
Value$18.9M (-$409.0K)
Filed 2026-10-27
E&R Wealth Management, LLC
INCREASED
Shares322,373 from 314,957
Change+7,416 (+2%)
Value$18.6M (+$225.3K)
Filed 2026-10-20
Retirement Systems of Alabama
DECREASED
Shares311,215 from 336,255
Change-25,040 (-7%)
Value$17.9M (-$1.7M)
Filed 2026-11-04
Kings Path Partners LLC
INCREASED
Shares308,998 from 276,323
Change+32,675 (+12%)
Value$17.8M (+$1.7M)
Filed 2026-10-21
Sky Investment Group LLC
NEW
Shares301,156
Change+301,156
Value$17.3M
Filed 2026-10-30
Studio Investment Management LLC
INCREASED
Shares299,351 from 292,229
Change+7,122 (+2%)
Value$17.2M (+$222.9K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares295,266 from 285,270
Change+9,996 (+4%)
Value$17.0M (+$392.8K)
Filed 2026-10-13
Kure Advisory, LLC
INCREASED
Shares292,570 from 278,531
Change+14,039 (+5%)
Value$16.8M (+$629.8K)
Filed 2026-10-08
Wright Wealth LLC
DECREASED
Shares289,749 from 320,794
Change-31,045 (-10%)
Value$16.7M (-$2.0M)
Filed 2026-10-29
Allen Investment Management, LLC
UNCHANGED
Shares281,813 from 281,813
Change0 (0%)
Value$16.2M (-$180.4K)
Filed 2026-11-03
Whitcomb & Hess, Inc.
INCREASED
Shares281,232 from 274,807
Change+6,425 (+2%)
Value$16.2M (+$193.9K)
Filed 2026-10-07
Discipline Wealth Solutions, LLC
INCREASED
Shares281,106 from 279,966
Change+1,140 (+0%)
Value$16.2M (-$113.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares279,921 from 250,558
Change+29,363 (+12%)
Value$16.1M (+$1.6M)
Filed 2026-10-13
Values First Advisors, Inc.
INCREASED
Shares277,054 from 173,787
Change+103,267 (+59%)
Value$15.9M (+$5.8M)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED
Shares261,377 from 154,092
Change+107,285 (+70%)
Value$15.0M (+$6.1M)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares260,182 from 257,143
Change+3,039 (+1%)
Value$15.0M (+$10.4K)
Filed 2026-10-30
Rockwood Wealth Management, LLC
INCREASED
Shares255,564 from 49,027
Change+206,537 (+421%)
Value$14.7M (+$11.9M)
Filed 2026-10-27
Montecito Bank & Trust
INCREASED
Shares253,374 from 246,743
Change+6,631 (+3%)
Value$14.6M (+$223.8K)
Filed 2026-10-01
Websterrogers Financial Advisors, LLC
INCREASED
Shares252,419 from 251,714
Change+705 (+0%)
Value$14.5M (-$120.6K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
INCREASED
Shares250,433 from 234,382
Change+16,051 (+7%)
Value$14.4M (+$773.9K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares248,575 from 373,265
Change-124,690 (-33%)
Value$14.3M (-$7.4M)
Filed 2026-10-08
Unison Advisors LLC
INCREASED
Shares248,343 from 247,405
Change+938 (+0%)
Value$14.3M (-$104.4K)
Filed 2026-10-29
Quadrant Capital Group LLC
INCREASED
Shares243,953 from 209,362
Change+34,591 (+17%)
Value$14.0M (+$1.9M)
Filed 2026-10-20
DDD Partners, LLC
INCREASED
Shares242,076 from 228,401
Change+13,675 (+6%)
Value$13.9M (+$641.0K)
Filed 2026-11-02
Drum Hill Capital, LLC
INCREASED
Shares241,572 from 236,632
Change+4,940 (+2%)
Value$13.9M (+$132.9K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares238,211 from 88,882
Change+149,329 (+168%)
Value$13.8M (+$8.6M)
Filed 2026-11-04
ARK & TLK Investments, LLC
INCREASED
Shares234,826 from 222,602
Change+12,224 (+5%)
Value$13.5M (+$561.1K)
Filed 2026-10-20
GEN Financial Management, Inc.
INCREASED
Shares234,180 from 227,547
Change+6,633 (+3%)
Value$13.5M (+$236.1K)
Filed 2026-10-13
Guardsman Private Capital Management, Inc.
DECREASED
Shares233,229 from 239,350
Change-6,121 (-3%)
Value$13.4M (-$505.5K)
Filed 2026-10-19
Spectrum Financial Alliance Ltd LLC
DECREASED
Shares219,137 from 251,313
Change-32,176 (-13%)
Value$12.6M (-$2.0M)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED
Shares216,245 from 169,625
Change+46,620 (+27%)
Value$12.4M (+$2.6M)
Filed 2026-11-04
Compass Wealth Management, LLC
DECREASED
Shares211,507 from 212,077
Change-570 (0%)
Value$12.2M (-$168.5K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares207,976 from 185,796
Change+22,180 (+12%)
Value$12.0M (+$1.2M)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares206,619 from 132,111
Change+74,508 (+56%)
Value$11.9M (+$4.2M)
Filed 2026-10-23
Westover Capital Advisors, LLC
NEW
Shares201,797
Change+201,797
Value$11.6M
Filed 2026-10-26
Retirement Financial Solutions, LLC
INCREASED
Shares201,057 from 93,359
Change+107,698 (+115%)
Value$11.6M (+$6.1M)
Filed 2026-10-20
Stanich Group LLC
NEW
Shares200,884
Change+200,884
Value$11.6M
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares199,867 from 198,148
Change+1,719 (+1%)
Value$11.5M (-$27.8K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares194,978 from 205,037
Change-10,059 (-5%)
Value$11.2M (-$710.8K)
Filed 2026-10-30
Meredith Wealth Planning
NEW
Shares193,683
Change+193,683
Value$11.1M
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares188,283 from 168,385
Change+19,898 (+12%)
Value$10.8M (+$1.0M)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares183,503 from 184,579
Change-1,076 (-1%)
Value$10.6M (-$180.0K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares175,277 from 166,490
Change+8,787 (+5%)
Value$10.1M (+$399.2K)
Filed 2026-10-20
Middleton & Co Inc
DECREASED
Shares175,239 from 184,829
Change-9,590 (-5%)
Value$10.1M (-$670.3K)
Filed 2026-10-23
Sage Mountain Advisors LLC
INCREASED
Shares170,400 from 163,403
Change+6,997 (+4%)
Value$9.8M (+$298.2K)
Filed 2026-11-02
Beacon Financial Strategies Corp
INCREASED
Shares154,100 from 140,927
Change+13,173 (+9%)
Value$8.9M (+$668.0K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares152,899 from 149,927
Change+2,972 (+2%)
Value$8.8M (+$75.1K)
Filed 2026-10-20
Greenwood Capital Associates LLC
DECREASED
Shares152,584 from 166,581
Change-13,997 (-8%)
Value$8.8M (-$912.3K)
Filed 2026-10-27
Altiora Financial Group, LLC
INCREASED
Shares151,482 from 150,390
Change+1,092 (+1%)
Value$8.7M (-$33.4K)
Filed 2026-11-04
Guardian Wealth Management, LLC
DECREASED
Shares150,611 from 151,265
Change-654 (0%)
Value$8.7M (-$134.5K)
Filed 2026-10-14
Biltmore Wealth Management, LLC
INCREASED
Shares149,767 from 139,151
Change+10,616 (+8%)
Value$8.6M (+$522.0K)
Filed 2026-10-09
Ascentis Independent Advisors
INCREASED
Shares148,953 from 19,345
Change+129,608 (+670%)
Value$8.6M (+$7.4M)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares148,099 from 135,569
Change+12,530 (+9%)
Value$8.5M (+$634.5K)
Filed 2026-10-13
Aventus Investment Advisors, Inc.
INCREASED
Shares147,522 from 143,783
Change+3,739 (+3%)
Value$8.5M (+$123.2K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED
Shares145,031 from 171,165
Change-26,134 (-15%)
Value$8.3M (-$1.6M)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares144,281 from 141,324
Change+2,957 (+2%)
Value$8.3M (+$79.8K)
Filed 2026-10-29
Cravens & Co Advisors, LLC
INCREASED
Shares143,728 from 141,789
Change+1,939 (+1%)
Value$8.3M (+$20.9K)
Filed 2026-10-16
Global Trust Asset Management, LLC
INCREASED
Shares139,578 from 130,640
Change+8,938 (+7%)
Value$8.0M (+$430.9K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
DECREASED
Shares137,201 from 138,367
Change-1,166 (-1%)
Value$7.9M (-$155.7K)
Filed 2026-10-29
Mechanics Financial Corp
INCREASED
Shares136,258 from 135,216
Change+1,042 (+1%)
Value$7.8M (-$26.6K)
Filed 2026-11-05
Apex Wealth Management, LLC
NEW
Shares135,968
Change+135,968
Value$7.8M
Filed 2026-10-20
Marotta Asset Management
INCREASED
Shares133,587 from 123,804
Change+9,783 (+8%)
Value$7.7M (+$506.2K)
Filed 2026-10-02
Net Worth Advisory Group
INCREASED
Shares133,108 from 128,263
Change+4,845 (+4%)
Value$7.7M (+$186.8K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares133,098 from 130,690
Change+2,408 (+2%)
Value$7.7M (+$69.3K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares132,935 from 124,285
Change+8,650 (+7%)
Value$7.7M (+$418.4K)
Filed 2026-11-02
Calder Financial LLC
INCREASED
Shares131,984 from 130,738
Change+1,246 (+1%)
Value$7.6M (-$11.9K)
Filed 2026-10-13
Elevation Capital Advisory, LLC
NEW
Shares128,616
Change+128,616
Value$7.4M
Filed 2026-10-29
Central Trust Co
INCREASED
Shares128,594 from 103,549
Change+25,045 (+24%)
Value$7.4M (+$1.4M)
Filed 2026-11-05
OAK Family Advisors, LLC
DECREASED
Shares123,456 from 126,975
Change-3,519 (-3%)
Value$7.1M (-$283.8K)
Filed 2026-10-19
David Kennon Inc
INCREASED
Shares121,955 from 120,630
Change+1,325 (+1%)
Value$7.0M (-$936)
Filed 2026-10-13
Bull Street Advisors, LLC
INCREASED
Shares119,137 from 118,857
Change+280 (+0%)
Value$6.9K (-$6.9M)
Filed 2026-10-20
Hassell Wealth Management, LLC
INCREASED
Shares116,920 from 85,552
Change+31,368 (+37%)
Value$6.7M (+$1.8M)
Filed 2026-10-19
Echo45 Advisors LLC
INCREASED
Shares116,104 from 108,583
Change+7,521 (+7%)
Value$6.7M (+$363.4K)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares113,734 from 114,282
Change-548 (0%)
Value$6.5K (-$6.6M)
Filed 2026-11-05
Everett Harris & Co
DECREASED
Shares112,430 from 116,330
Change-3,900 (-3%)
Value$6.5M (-$298.9K)
Filed 2026-10-28
PW Nova Financial Services LLC
INCREASED
Shares111,809 from 29,255
Change+82,554 (+282%)
Value$6.4M (+$4.7M)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares107,371 from 100,823
Change+6,548 (+6%)
Value$6.2M (+$312.4K)
Filed 2026-10-14
Curran Financial Partners, LLC
INCREASED
Shares106,447 from 98,763
Change+7,684 (+8%)
Value$6.1M (+$379.1K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares104,942 from 105,195
Change-253 (0%)
Value$6.0M (-$81.9K)
Filed 2026-10-23
Culbertson A N & Co Inc
INCREASED
Shares102,619 from 83,496
Change+19,123 (+23%)
Value$5.9M (+$1.0M)
Filed 2026-10-21
Thomas Story & SON LLC
INCREASED
Shares101,131 from 78,903
Change+22,228 (+28%)
Value$5.8M (+$1.2M)
Filed 2026-10-13
EPG Wealth Management LLC
DECREASED
Shares100,899 from 175,881
Change-74,982 (-43%)
Value$5.8M (-$4.4M)
Filed 2026-11-03
Brucke Financial, Inc.
INCREASED
Shares99,649 from 96,466
Change+3,183 (+3%)
Value$5.7M (+$121.4K)
Filed 2026-10-23
Alhambra Investment Management LLC
DECREASED
Shares96,528 from 97,370
Change-842 (-1%)
Value$5.6M (-$110.8K)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares96,191 from 93,511
Change+2,680 (+3%)
Value$5.5M (+$94.4K)
Filed 2026-10-13
Safir Wealth Advisors, LLC
DECREASED
Shares94,081 from 98,526
Change-4,445 (-5%)
Value$5.4M (-$318.9K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
INCREASED
Shares93,177 from 90,682
Change+2,495 (+3%)
Value$5.4M (+$85.6K)
Filed 2026-10-14
Thayer Financial, L.L.C.
NEW
Shares92,071
Change+92,071
Value$5.3M
Filed 2026-10-21
First Command Advisory Services, Inc.
DECREASED
Shares91,786 from 689,411
Change-597,625 (-87%)
Value$5.3M (-$34.8M)
Filed 2026-11-05
CWS Financial Advisors, LLC
INCREASED
Shares90,294 from 78,342
Change+11,952 (+15%)
Value$5.2M (+$637.9K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
NEW
Shares89,711
Change+89,711
Value$5.2M
Filed 2026-10-15
Arvest Investments, Inc.
INCREASED
Shares89,576 from 85,691
Change+3,885 (+5%)
Value$5.2M (+$168.8K)
Filed 2026-10-21
Climber Capital SA
INCREASED
Shares89,557 from 87,995
Change+1,562 (+2%)
Value$4.9M (-$223.6K)
Filed 2026-10-20
BCM Advisors, LLC
INCREASED
Shares89,286 from 14,084
Change+75,202 (+534%)
Value$5.2M (+$4.4M)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares86,337 from 84,523
Change+1,814 (+2%)
Value$5.0M (+$50.3K)
Filed 2026-10-22
Hara Capital LLC
INCREASED
Shares86,126 from 65,512
Change+20,614 (+31%)
Value$5.0M (+$1.1M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares85,944 from 89,502
Change-3,558 (-4%)
Value$4.9M (-$262.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares84,491 from 82,660
Change+1,831 (+2%)
Value$4.9M (+$52.5K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares84,192 from 5,461
Change+78,731 (+1442%)
Value$4.8M (+$4.5M)
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares83,745 from 85,791
Change-2,046 (-2%)
Value$4.8M (-$172.7K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares83,545 from 97,870
Change-14,325 (-15%)
Value$4.8M (-$887.2K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares82,570 from 81,982
Change+588 (+1%)
Value$4.8M (-$18.6K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares82,511 from 80,321
Change+2,190 (+3%)
Value$4.7M (+$74.6K)
Filed 2026-10-28
Marietta Wealth Management, LLC
INCREASED
Shares81,999 from 75,504
Change+6,495 (+9%)
Value$4.7M (+$325.5K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares81,586 from 29,747
Change+51,839 (+174%)
Value$4.7M (+$3.0M)
Filed 2026-10-15
Cordatus Wealth Management LLC
INCREASED
Shares81,460 from 81,109
Change+351 (+0%)
Value$4.7M (-$31.7K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares81,119 from 80,047
Change+1,072 (+1%)
Value$4.7M (+$10.4K)
Filed 2026-10-14
White Lighthouse Investment Management Inc.
DECREASED
Shares79,586 from 81,101
Change-1,515 (-2%)
Value$4.6M (-$139.1K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares79,211 from 81,967
Change-2,756 (-3%)
Value$4.6M (-$211.1K)
Filed 2026-10-16
Burney Co/
INCREASED
Shares78,777 from 68,016
Change+10,761 (+16%)
Value$4.5M (+$575.9K)
Filed 2026-10-15
Americana Partners, LLC
UNCHANGED
Shares77,161 from 77,161
Change0 (0%)
Value$4.4M (-$49.4K)
Filed 2026-10-28
Blume Capital Management, Inc.
INCREASED
Shares77,023 from 48,805
Change+28,218 (+58%)
Value$4.4M (+$1.6M)
Filed 2026-10-26
Kassira Wealth Management LLC
INCREASED
Shares73,648 from 72,930
Change+718 (+1%)
Value$4.2M (-$5.4K)
Filed 2026-10-28
Tennessee Valley Asset Management Partners
DECREASED
Shares72,661 from 78,805
Change-6,144 (-8%)
Value$4.2M (-$404.0K)
Filed 2026-11-03
Capital Investment Counsel, LLC
INCREASED
Shares72,228 from 71,252
Change+976 (+1%)
Value$4.2M (+$10.6K)
Filed 2026-10-14
Councilor Wealth, LLC
INCREASED
Shares68,096 from 39,206
Change+28,890 (+74%)
Value$3.9M (+$1.6M)
Filed 2026-10-09
North Capital, Inc.
INCREASED
Shares67,425 from 47,655
Change+19,770 (+41%)
Value$3.9M (+$1.1M)
Filed 2026-10-16
CWC Advisors, Llc.
DECREASED
Shares67,320 from 85,066
Change-17,746 (-21%)
Value$3.9M (-$1.1M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares66,046 from 10,912
Change+55,134 (+505%)
Value$3.8M (+$3.2M)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares66,025 from 84,021
Change-17,996 (-21%)
Value$3.8M (-$1.1M)
Filed 2026-10-22
Entrust Financial LLC
INCREASED
Shares64,983 from 19,330
Change+45,653 (+236%)
Value$3.7M (+$2.6M)
Filed 2026-11-04
Journey Advisory Group, LLC
INCREASED
Shares63,559 from 57,970
Change+5,589 (+10%)
Value$3.7M (+$284.6K)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares63,101 from 56,994
Change+6,107 (+11%)
Value$3.6M (+$312.2K)
Filed 2026-10-13
Seven Mile Advisory
INCREASED
Shares62,673 from 61,101
Change+1,572 (+3%)
Value$3.6M (+$51.4K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares62,298 from 51,402
Change+10,896 (+21%)
Value$3.6M (+$594.3K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares60,096 from 57,674
Change+2,422 (+4%)
Value$3.5M (+$102.5K)
Filed 2026-10-28
Pacific Park Financial, Inc.
INCREASED
Shares58,815 from 50,939
Change+7,876 (+15%)
Value$3.4M (+$420.7K)
Filed 2026-10-13
Access Investment Management LLC
NEW
Shares58,697
Change+58,697
Value$3.4M
Filed 2026-10-23
Miller Financial Services LLC
INCREASED
Shares58,657 from 56,634
Change+2,023 (+4%)
Value$3.4M (+$80.2K)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares57,985 from 4,170
Change+53,815 (+1291%)
Value$3.3M (+$3.1M)
Filed 2026-10-14
Bdfs Capital LLC
INCREASED
Shares57,459 from 56,476
Change+983 (+2%)
Value$3.3M (+$20.4K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares57,300 from 35,760
Change+21,540 (+60%)
Value$3.3M (+$1.2M)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
NEW
Shares56,868
Change+56,868
Value$3.3M
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares56,349 from 43,258
Change+13,091 (+30%)
Value$3.2M (+$725.8K)
Filed 2026-10-21
Index Fund Advisors, Inc.
INCREASED
Shares56,296 from 55,843
Change+453 (+1%)
Value$3.2M (-$9.7K)
Filed 2026-11-05
Oak Grove Capital LLC
DECREASED
Shares56,200 from 58,200
Change-2,000 (-3%)
Value$3.2M (-$152.4K)
Filed 2026-10-09
National Wealth Management Group, LLC
NEW
Shares55,819
Change+55,819
Value$3.2M
Filed 2026-10-26
Rockingstone Advisors LLC
DECREASED
Shares55,670 from 109,550
Change-53,880 (-49%)
Value$3.2M (-$3.2M)
Filed 2026-10-16
Colony Family Offices, LLC
DECREASED
Shares55,548 from 58,174
Change-2,626 (-5%)
Value$3.2M (-$188.4K)
Filed 2026-10-22
Accurate Wealth Management, LLC
INCREASED
Shares55,258 from 48,610
Change+6,648 (+14%)
Value$3.2M (+$359.9K)
Filed 2026-10-20
Titan Investment Management LLC
DECREASED
Shares54,664 from 64,514
Change-9,850 (-15%)
Value$3.1M (-$608.3K)
Filed 2026-10-22
Lionshead Wealth Management, LLC
INCREASED
Shares54,553 from 54,233
Change+320 (+1%)
Value$3.1M (-$16.3K)
Filed 2026-10-21
Mills Wealth Advisors LLC
INCREASED
Shares53,958 from 51,302
Change+2,656 (+5%)
Value$3.1M (+$120.1K)
Filed 2026-10-22
LifeGuide Financial Advisors, LLC
INCREASED
Shares51,286 from 44,329
Change+6,957 (+16%)
Value$3.0M (+$372.1K)
Filed 2026-10-20
Brooklyn FI, LLC
NEW
Shares50,826
Change+50,826
Value$2.9M
Filed 2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED
Shares50,785 from 48,378
Change+2,407 (+5%)
Value$2.9M (+$112.5K)
Filed 2026-10-16
Successful Portfolios LLC
DECREASED
Shares50,771 from 51,663
Change-892 (-2%)
Value$2.9M (-$81.5K)
Filed 2026-10-09
Archford Capital Strategies, LLC
DECREASED
Shares50,298 from 98,525
Change-48,227 (-49%)
Value$2.9M (-$2.8M)
Filed 2026-10-19
Security Financial Services, Inc.
INCREASED
Shares50,107 from 41,961
Change+8,146 (+19%)
Value$2.9M (+$442.0K)
Filed 2026-10-29
rebel Financial LLC
NEW
Shares49,132
Change+49,132
Value$2.8M
Filed 2026-11-04
Impact Investors, Inc
DECREASED
Shares47,959 from 69,603
Change-21,644 (-31%)
Value$2.8M (-$1.3M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares46,875 from 34,261
Change+12,614 (+37%)
Value$2.7M (+$704.1K)
Filed 2026-10-15
Transcendent Capital Group LLC
INCREASED
Shares46,201 from 42,853
Change+3,348 (+8%)
Value$2.7M (+$165.3K)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares46,099 from 40,938
Change+5,161 (+13%)
Value$2.7M (+$270.9K)
Filed 2026-10-26
AmeriServ Wealth Advisors
DECREASED
Shares45,764 from 65,185
Change-19,421 (-30%)
Value$2.6M (-$1.2M)
Filed 2026-10-21
Clarity Capital Advisors, LLC
INCREASED
Shares44,179 from 41,712
Change+2,467 (+6%)
Value$2.5M (+$115.3K)
Filed 2026-10-27
Sepio Capital, LP
DECREASED
Shares44,122 from 45,210
Change-1,088 (-2%)
Value$2.5M (-$91.6K)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares43,417 from 52,468
Change-9,051 (-17%)
Value$2.5M (-$554.6K)
Filed 2026-10-20
Titleist Asset Management, LLC
DECREASED
Shares43,273 from 174,537
Change-131,264 (-75%)
Value$2.5M (-$7.7M)
Filed 2026-10-08
Moody National Bank Trust Division
UNCHANGED
Shares43,219 from 43,219
Change0 (0%)
Value$2.5M (-$27.7K)
Filed 2026-10-06
AGF Management LTD
INCREASED
Shares42,915 from 27,030
Change+15,885 (+59%)
Value$2.5M (+$897.0K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares42,527 from 39,615
Change+2,912 (+7%)
Value$2.4M (+$142.3K)
Filed 2026-10-28
Spectrum Planning & Advisory Services Inc.
NEW
Shares42,459
Change+42,459
Value$2.4M
Filed 2026-11-05
Five Pine Wealth Management
INCREASED
Shares42,455 from 27,541
Change+14,914 (+54%)
Value$2.4M (+$840.8K)
Filed 2026-10-20
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares42,437 from 42,437
Change0 (0%)
Value$2.4M (-$27.2K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED
Shares41,446 from 42,387
Change-941 (-2%)
Value$2.4M (-$81.3K)
Filed 2026-10-26
PFG Advisors
INCREASED
Shares41,143 from 38,824
Change+2,319 (+6%)
Value$2.4M (+$108.7K)
Filed 2026-10-16
Legacy Wealth Asset Management, LLC
INCREASED
Shares40,405 from 29,851
Change+10,554 (+35%)
Value$2.3M (+$588.4K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares39,798 from 25,885
Change+13,913 (+54%)
Value$2.3M (+$784.3K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares39,613 from 33,170
Change+6,443 (+19%)
Value$2.3M (+$349.6K)
Filed 2026-11-04
Birchbrook, Inc.
INCREASED
Shares39,580 from 37,968
Change+1,612 (+4%)
Value$2.3M (+$68.5K)
Filed 2026-10-14
Welch Group, LLC
DECREASED
Shares39,034 from 65,275
Change-26,241 (-40%)
Value$2.2M (-$1.6M)
Filed 2026-10-29
Kitching Partners, LLC
INCREASED
Shares38,944 from 21,958
Change+16,986 (+77%)
Value$2.2M (+$963.4K)
Filed 2026-11-02
Ridgewood Investments LLC
DECREASED
Shares38,892 from 39,980
Change-1,088 (-3%)
Value$2.2M (-$88.2K)
Filed 2026-10-05
MBA Advisors LLC
DECREASED
Shares38,399 from 41,460
Change-3,061 (-7%)
Value$2.2M (-$202.7K)
Filed 2026-10-29
American National Bank & Trust
INCREASED
Shares36,720 from 32,569
Change+4,151 (+13%)
Value$2.1M (+$218.2K)
Filed 2026-10-07
Rinkey Investments
INCREASED
Shares36,569 from 35,656
Change+913 (+3%)
Value$2.1M (+$29.7K)
Filed 2026-10-28
Davidson Kahn Capital Management, LLC
NEW
Shares36,400
Change+36,400
Value$2.1M
Filed 2026-10-26
Triad Investment Management
INCREASED
Shares35,708 from 35,516
Change+192 (+1%)
Value$2.1M (-$11.7K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares35,540 from 36,006
Change-466 (-1%)
Value$2.0M (-$49.9K)
Filed 2026-11-05
Shayne & Jacobs, LLC
UNCHANGED
Shares34,835 from 34,835
Change0 (0%)
Value$2.0M (-$22.3K)
Filed 2026-10-21
LJI Wealth Management, LLC
UNCHANGED
Shares33,761 from 33,761
Change0 (0%)
Value$1.9M (-$21.6K)
Filed 2026-10-28
Baker Ellis Asset Management LLC
NEW
Shares33,701
Change+33,701
Value$1.9M
Filed 2026-10-14
Prudent Investor Advisors, LLC
NEW
Shares33,658
Change+33,658
Value$1.9M
Filed 2026-10-22
Fund Evaluation Group, LLC
UNCHANGED
Shares33,182 from 33,182
Change0 (0%)
Value$1.9M (-$21.2K)
Filed 2026-11-05
Orgel Wealth Management, LLC
DECREASED
Shares32,896 from 35,958
Change-3,062 (-9%)
Value$1.9M (-$199.3K)
Filed 2026-10-14
Grove Street Fiduciary, LLC
DECREASED
Shares32,769 from 41,709
Change-8,940 (-21%)
Value$1.9M (-$541.3K)
Filed 2026-10-13
First County Bank
DECREASED
Shares32,656 from 36,154
Change-3,498 (-10%)
Value$1.9M (-$224.5K)
Filed 2026-10-13
eCIO, Inc.
INCREASED
Shares32,426 from 31,897
Change+529 (+2%)
Value$1.9M (+$8.3K)
Filed 2026-11-02
Schulz Wealth, Ltd.
DECREASED
Shares31,991 from 61,505
Change-29,514 (-48%)
Value$1.8M (-$1.7M)
Filed 2026-11-03
Arkansas Financial Group, Inc.
INCREASED
Shares31,847 from 22,848
Change+8,999 (+39%)
Value$1.8M (+$503.4K)
Filed 2026-10-26
First Bancorp, Inc
INCREASED
Shares31,411 from 30,020
Change+1,391 (+5%)
Value$1.8M (+$60.9K)
Filed 2026-10-26
Obsidian CIO, LLC
INCREASED
Shares30,027 from 22,857
Change+7,170 (+31%)
Value$1.7M (+$398.1K)
Filed 2026-11-05
Arena Capital Advisors, LLC- CA
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.7M (-$19.2K)
Filed 2026-10-28
Frontier Asset Management, LLC
INCREASED
Shares29,880 from 24,950
Change+4,930 (+20%)
Value$1.7M (+$267.8K)
Filed 2026-10-28
Thrive Capital Management, LLC
INCREASED
Shares29,713 from 13,452
Change+16,261 (+121%)
Value$1.7M (+$927.4K)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares29,632 from 19,086
Change+10,546 (+55%)
Value$1.7M (+$594.8K)
Filed 2026-11-05
Obermeyer Wealth Partners
NEW
Shares29,364
Change+29,364
Value$1.7M
Filed 2026-10-21
Wise Wealth Partners
DECREASED
Shares29,359 from 60,986
Change-31,627 (-52%)
Value$1.7M (-$1.9M)
Filed 2026-10-14
Evansbrook LLC
UNCHANGED
Shares29,297 from 29,297
Change0 (0%)
Value$1.7M (-$18.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares29,039
Change+29,039
Value$1.7M
Filed 2026-10-28
Parkway Wealth Management Group, LLC
INCREASED
Shares29,039 from 27,817
Change+1,222 (+4%)
Value$1.7M (+$52.5K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares28,342 from 16,816
Change+11,526 (+69%)
Value$1.6M (+$652.7K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares28,215 from 32,960
Change-4,745 (-14%)
Value$1.6M (-$294.2K)
Filed 2026-10-20
VestGen Advisors, LLC
INCREASED
Shares28,172 from 27,307
Change+865 (+3%)
Value$1.6M (+$32.3K)
Filed 2026-10-27
Trek Financial, LLC
INCREASED
Shares28,140 from 19,618
Change+8,522 (+43%)
Value$1.6M (+$478.0K)
Filed 2026-10-29
Wedmont Private Capital
DECREASED
Shares28,027 from 55,448
Change-27,421 (-49%)
Value$1.6M (-$1.6M)
Filed 2026-10-09
RS Crum Inc.
UNCHANGED
Shares27,944 from 27,944
Change0 (0%)
Value$1.6M (-$17.9K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
DECREASED
Shares27,817 from 28,971
Change-1,154 (-4%)
Value$1.6M (-$85.0K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares27,807 from 5,329
Change+22,478 (+422%)
Value$1.6M (+$1.3M)
Filed 2026-10-28
Barton Investment Management
INCREASED
Shares27,669 from 25,934
Change+1,735 (+7%)
Value$1.6M (+$83.3K)
Filed 2026-10-27
Intelligence Driven Advisers, LLC
DECREASED
Shares27,535 from 41,622
Change-14,087 (-34%)
Value$1.6M (-$837.5K)
Filed 2026-10-09
Gibraltar Capital Management, Inc.
INCREASED
Shares27,489 from 24,022
Change+3,467 (+14%)
Value$1.6M (+$184.2K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares27,242 from 14,636
Change+12,606 (+86%)
Value$1.6M (+$716.3K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares27,036 from 25,952
Change+1,084 (+4%)
Value$1.6M (+$45.8K)
Filed 2026-11-04
Centurion Wealth Management LLC
INCREASED
Shares26,730 from 26,014
Change+716 (+3%)
Value$1.5M (+$24.6K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares26,725 from 261,047
Change-234,322 (-90%)
Value$1.5M (-$13.7M)
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares26,710 from 36,204
Change-9,494 (-26%)
Value$1.5M (-$569.6K)
Filed 2026-10-08
Hegarty Advisors, LLC
DECREASED
Shares26,441 from 27,180
Change-739 (-3%)
Value$1.5M (-$59.9K)
Filed 2026-10-20
Midwest Trust Co
NEW
Shares26,304
Change+26,304
Value$1.5M
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares25,762 from 22,668
Change+3,094 (+14%)
Value$1.5M (+$163.6K)
Filed 2026-10-16
Hartline Investment Corp/
NEW
Shares25,500
Change+25,500
Value$1.5M
Filed 2026-10-29
Connecticut Wealth Management, LLC
UNCHANGED
Shares25,350 from 25,350
Change0 (0%)
Value$1.5M (-$16.2K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares24,793 from 26,494
Change-1,701 (-6%)
Value$1.4M (-$114.9K)
Filed 2026-10-16
Steele Capital Management, Inc.
DECREASED
Shares24,786 from 35,336
Change-10,550 (-30%)
Value$1.4M (-$629.9K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
NEW
Shares24,619
Change+24,619
Value$1.4M
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares24,476 from 25,225
Change-749 (-3%)
Value$1.4M (-$59.3K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED
Shares23,673 from 23,544
Change+129 (+1%)
Value$1.4M (-$7.7K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares23,333 from 22,881
Change+452 (+2%)
Value$1.3M (+$11.4K)
Filed 2026-11-05
Redw Wealth LLC
DECREASED
Shares23,041 from 28,775
Change-5,734 (-20%)
Value$1.3M (-$348.5K)
Filed 2026-11-02
Vertrix Wealth Management, LLC
INCREASED
Shares22,883 from 21,853
Change+1,030 (+5%)
Value$1.3M (+$45.3K)
Filed 2026-10-13
Aspiriant, LLC
INCREASED
Shares22,809 from 18,267
Change+4,542 (+25%)
Value$1.3M (+$249.7K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares22,423 from 4,104
Change+18,319 (+446%)
Value$1.3M (+$1.1M)
Filed 2026-10-28
Kuhn & Co Investment Counsel
DECREASED
Shares22,320 from 36,780
Change-14,460 (-39%)
Value$1.3M (-$855.9K)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares22,303 from 28,285
Change-5,982 (-21%)
Value$1.3M (-$362.4K)
Filed 2026-10-19
Noble Family Wealth, LLC
INCREASED
Shares22,111 from 11,526
Change+10,585 (+92%)
Value$1.3M (+$601.9K)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares22,022 from 31,127
Change-9,105 (-29%)
Value$1.3M (-$544.0K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares21,935 from 15,820
Change+6,115 (+39%)
Value$1.3M (+$341.9K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares21,829 from 27,975
Change-6,146 (-22%)
Value$1.3M (-$371.7K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares21,753 from 24,165
Change-2,412 (-10%)
Value$1.3M (-$154.3K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares21,564 from 18,824
Change+2,740 (+15%)
Value$1.2M (+$145.7K)
Filed 2026-11-05
Advanced Asset Management Advisors Inc
INCREASED
Shares21,530 from 21,183
Change+347 (+2%)
Value$1.2M (+$6.4K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares21,448 from 14,963
Change+6,485 (+43%)
Value$1.2M (+$363.7K)
Filed 2026-10-13
United Community Bank
INCREASED
Shares20,920 from 20,775
Change+145 (+1%)
Value$1.2M (-$5.0K)
Filed 2026-10-28
Fullerton Advisors, LLC
DECREASED
Shares20,551 from 20,799
Change-248 (-1%)
Value$1.2M (-$27.6K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares20,473 from 16,996
Change+3,477 (+20%)
Value$1.2M (+$189.3K)
Filed 2026-10-15
Anchor Capital Advisors LLC
UNCHANGED
Shares20,440 from 20,440
Change0 (0%)
Value$1.2M (-$13.1K)
Filed 2026-11-05
Cypress Capital, LLC
DECREASED
Shares20,397 from 216,254
Change-195,857 (-91%)
Value$1.2M (-$11.4M)
Filed 2026-10-20
D.B. Root & Company, LLC
INCREASED
Shares20,373 from 18,369
Change+2,004 (+11%)
Value$1.2M (+$103.6K)
Filed 2026-11-04
Synergy Asset Management, LLC
NEW
Shares20,340
Change+20,340
Value$1.2M
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares20,334 from 19,437
Change+897 (+5%)
Value$1.2M (+$39.2K)
Filed 2026-10-08
TrueWealth Advisors, LLC
DECREASED
Shares20,232 from 21,279
Change-1,047 (-5%)
Value$1.2M (-$73.9K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares20,200 from 20,870
Change-670 (-3%)
Value$1.2M (-$51.9K)
Filed 2026-10-23
Verus Financial Partners, Inc.
DECREASED
Shares20,159 from 23,659
Change-3,500 (-15%)
Value$1.2M (-$216.6K)
Filed 2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.2M (-$12.8K)
Filed 2026-10-09
Inlight Wealth Management, LLC
INCREASED
Shares19,938 from 16,825
Change+3,113 (+19%)
Value$1.1M (+$168.4K)
Filed 2026-10-21
DB Fitzpatrick & Co, Inc
INCREASED
Shares19,792 from 16,284
Change+3,508 (+22%)
Value$1.1M (+$191.5K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares19,621 from 19,468
Change+153 (+1%)
Value$1.1M (-$3.9K)
Filed 2026-10-09
Ares Financial Consulting, LLC
INCREASED
Shares19,309 from 15,111
Change+4,198 (+28%)
Value$1.1M (+$232.0K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares19,211 from 17,386
Change+1,825 (+11%)
Value$1.1M (+$96.5K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares19,057 from 19,283
Change-226 (-1%)
Value$1.1M (-$32.0K)
Filed 2026-10-13
Absolute Capital Management, LLC
DECREASED
Shares19,032 from 19,042
Change-10 (0%)
Value$1.1M (-$12.8K)
Filed 2026-10-16
Belleair Asset Management, LLC
DECREASED
Shares18,711 from 19,241
Change-530 (-3%)
Value$1.1M (-$42.8K)
Filed 2026-11-03
Great Waters Wealth Management
DECREASED
Shares18,663 from 18,927
Change-264 (-1%)
Value$1.1M (-$27.4K)
Filed 2026-10-07
Planning Strategies Inc.
DECREASED
Shares18,400 from 19,265
Change-865 (-4%)
Value$1.1M (-$62.1K)
Filed 2026-10-02
Quartz Partners, LLC
INCREASED
Shares18,197 from 6,522
Change+11,675 (+179%)
Value$1.0M (+$667.9K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares18,085 from 18,467
Change-382 (-2%)
Value$1.0M (-$33.8K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares17,946 from 18,736
Change-790 (-4%)
Value$1.0M (-$57.5K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares17,325 from 18,195
Change-870 (-5%)
Value$997 (-$62)
Filed 2026-10-27
MBE Wealth Management, LLC
DECREASED
Shares17,105 from 18,128
Change-1,023 (-6%)
Value$984.6K (-$70.5K)
Filed 2026-10-26
Strata Wealth Advisors, LLC
DECREASED
Shares17,050 from 865,062
Change-848,012 (-98%)
Value$981.4K (-$49.4M)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares17,029 from 18,614
Change-1,585 (-9%)
Value$980.2K (-$103.1K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares16,847 from 16,627
Change+220 (+1%)
Value$969.7K (+$2.0K)
Filed 2026-10-19
Valpey Financial Services, LLC
INCREASED
Shares16,570 from 16,109
Change+461 (+3%)
Value$953.8K (+$16.2K)
Filed 2026-10-30
Washington Capital Management, Inc
INCREASED
Shares16,435 from 8,435
Change+8,000 (+95%)
Value$946.0K (+$455.1K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares16,306 from 17,466
Change-1,160 (-7%)
Value$938.6K (-$77.9K)
Filed 2026-10-21
626 Financial, LLC
DECREASED
Shares16,140 from 19,830
Change-3,690 (-19%)
Value$929.0K (-$225.1K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares15,356 from 15,928
Change-572 (-4%)
Value$888.3K (-$36.9K)
Filed 2026-11-02
Roth Financial Partners LLC
INCREASED
Shares15,080 from 10,120
Change+4,960 (+49%)
Value$868.0K (+$279.0K)
Filed 2026-10-06
Balance Wealth Partners LLC
NEW
Shares15,052
Change+15,052
Value$866.4K
Filed 2026-10-27
KRM Wealth Management L.L.C.
DECREASED
Shares15,033 from 15,182
Change-149 (-1%)
Value$865.3K (-$18.3K)
Filed 2026-11-02
West Paces Advisors Inc.
UNCHANGED
Shares14,905 from 14,905
Change0 (0%)
Value$857.9K (-$9.5K)
Filed 2026-10-13
Summit Global Investments
DECREASED
Shares14,590 from 20,023
Change-5,433 (-27%)
Value$840 (-$1.2M)
Filed 2026-10-28
Trinity Wealth Management, LLC
INCREASED
Shares14,408 from 14,090
Change+318 (+2%)
Value$829.3K (+$9.3K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares14,303 from 7,840
Change+6,463 (+82%)
Value$823.4K (+$367.1K)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares14,174 from 7,111
Change+7,063 (+99%)
Value$815.9K (+$402.0K)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares14,140 from 13,529
Change+611 (+5%)
Value$813.9K (+$26.5K)
Filed 2026-10-21
Glenview Trust Co
UNCHANGED
Shares13,971 from 13,971
Change0 (0%)
Value$804.2K (-$8.9K)
Filed 2026-10-28
Independent Wealth Network Inc.
INCREASED
Shares13,957 from 12,173
Change+1,784 (+15%)
Value$803.4K (+$94.9K)
Filed 2026-10-19
Iams Wealth Management, LLC
DECREASED
Shares13,890 from 15,893
Change-2,003 (-13%)
Value$799.5K (-$125.5K)
Filed 2026-10-15
Verus Wealth Management, LLC
NEW
Shares13,831
Change+13,831
Value$796.1K
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares13,793 from 14,494
Change-701 (-5%)
Value$793.9K (-$49.6K)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares13,714 from 1,600
Change+12,114 (+757%)
Value$789.4K (+$696.3K)
Filed 2026-11-04
Aegon USA Investment Management, LLC
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$777.1K (-$8.6K)
Filed 2026-10-30
Eagle Strategies LLC
INCREASED
Shares13,446 from 12,946
Change+500 (+4%)
Value$773.9K (+$20.5K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares13,425 from 53,549
Change-40,124 (-75%)
Value$772.7K (-$2.3M)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares13,321 from 14,535
Change-1,214 (-8%)
Value$766.8K (-$79.2K)
Filed 2026-10-28
Braun-Bostich & Associates Inc.
DECREASED
Shares13,269 from 13,293
Change-24 (0%)
Value$763.8K (-$9.9K)
Filed 2026-10-20
Columbus Macro, LLC
NEW
Shares13,260
Change+13,260
Value$763.2K
Filed 2026-10-14
Physician Wealth Solutions Inc.
INCREASED
Shares13,196 from 9,594
Change+3,602 (+38%)
Value$759.6K (+$201.2K)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares13,109 from 7,938
Change+5,171 (+65%)
Value$754.6K (+$292.6K)
Filed 2026-10-28
Sellwood Investment Partners LLC
INCREASED
Shares12,925 from 12,465
Change+460 (+4%)
Value$744.0K (+$18.5K)
Filed 2026-11-03
Univest Financial Corp
DECREASED
Shares12,693 from 12,763
Change-70 (-1%)
Value$730.6K (-$12.2K)
Filed 2026-11-05
Pictet North America Advisors SA
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$725.3K (-$8.1K)
Filed 2026-10-21
Defined Wealth Management, LLC
DECREASED
Shares12,576 from 12,583
Change-7 (0%)
Value$723.9K (-$8.5K)
Filed 2026-10-19
Allstreet Capital Advisors LLC
DECREASED
Shares12,550 from 13,328
Change-778 (-6%)
Value$722.4K (-$53.3K)
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares12,495 from 12,491
Change+4 (+0%)
Value$719.2K (-$7.7K)
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares12,427 from 10,265
Change+2,162 (+21%)
Value$715.3K (+$117.8K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares12,323 from 1,609
Change+10,714 (+666%)
Value$709.3K (+$615.7K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares11,962 from 15,627
Change-3,665 (-23%)
Value$688.6K (-$220.9K)
Filed 2026-10-30
Woodward Diversified Capital, LLC
INCREASED
Shares11,851 from 8,242
Change+3,609 (+44%)
Value$682.1K (+$202.5K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares11,831 from 10,916
Change+915 (+8%)
Value$681.0K (+$45.7K)
Filed 2026-10-23
Towneley Capital Management, Inc / de
INCREASED
Shares11,787 from 11,681
Change+106 (+1%)
Value$678.5K (-$1.3K)
Filed 2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED
Shares11,774 from 12,197
Change-423 (-3%)
Value$677.7K (-$32.2K)
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares11,573 from 12,215
Change-642 (-5%)
Value$666.9K (-$41.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares11,573 from 12,215
Change-642 (-5%)
Value$666.9K (-$41.9K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares11,374 from 12,994
Change-1,620 (-12%)
Value$654.7K (-$101.5K)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares11,221 from 11,547
Change-326 (-3%)
Value$645.9K (-$26.2K)
Filed 2026-11-05
Graetz Wealth LLC
NEW
Shares11,212
Change+11,212
Value$645.4K
Filed 2026-10-27
First Interstate Bank
NEW
Shares11,140
Change+11,140
Value$641.2K
Filed 2026-10-23
Stonekeep Investments, LLC
INCREASED
Shares11,069 from 10,709
Change+360 (+3%)
Value$637.1K (+$636.5K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares11,045 from 10,973
Change+72 (+1%)
Value$635.8K (-$2.9K)
Filed 2026-10-21
Financial Partners Group, Inc
DECREASED
Shares10,926 from 12,986
Change-2,060 (-16%)
Value$628.9K (-$126.9K)
Filed 2026-10-19
TMB Capital Partners, LLC
DECREASED
Shares10,828 from 11,420
Change-592 (-5%)
Value$623.3K (-$41.4K)
Filed 2026-10-20
CFG Wealth Management Services, Inc.
UNCHANGED
Shares10,746 from 10,746
Change0 (0%)
Value$617.7K (-$11.3K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares10,671 from 10,323
Change+348 (+3%)
Value$614.2K (+$13.4K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares10,619 from 8,663
Change+1,956 (+23%)
Value$611.2K (+$107.0K)
Filed 2026-10-28
Leuthold Group, LLC
DECREASED
Shares10,425 from 10,630
Change-205 (-2%)
Value$600.1K (-$18.6K)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares10,380 from 16,506
Change-6,126 (-37%)
Value$597.4K (-$363.2K)
Filed 2026-10-28
BancFirst Trust & Investment Management
INCREASED
Shares10,291 from 9,541
Change+750 (+8%)
Value$592.3K (+$36.6K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares10,193 from 6,647
Change+3,546 (+53%)
Value$586.7K (+$199.9K)
Filed 2026-11-03
Wealth Forward, LLC
NEW
Shares10,171
Change+10,171
Value$585.4K
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares10,170 from 10,170
Change0 (0%)
Value$585.4K (-$6.5K)
Filed 2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED
Shares10,130 from 10,069
Change+61 (+1%)
Value$583.1K (-$2.9K)
Filed 2026-10-26
Lake Hills Wealth Management, LLC
UNCHANGED
Shares10,104 from 10,104
Change0 (0%)
Value$581.6K (-$6.5K)
Filed 2026-10-07
Lauer Wealth, LLC
DECREASED
Shares10,085 from 40,943
Change-30,858 (-75%)
Value$580.6K (-$1.8M)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares9,956 from 7,800
Change+2,156 (+28%)
Value$573.1K (+$119.1K)
Filed 2026-11-03
Meitav Investment House LTD
DECREASED
Shares9,907 from 11,448
Change-1,541 (-13%)
Value$568.9K (-$96.3K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares9,889 from 8,027
Change+1,862 (+23%)
Value$569.2K (+$102.0K)
Filed 2026-11-03
King Luther Capital Management Corp
DECREASED
Shares9,865 from 37,695
Change-27,830 (-74%)
Value$567.8K (-$1.6M)
Filed 2026-11-05
Mainsail Financial Group, LLC
INCREASED
Shares9,820 from 9,320
Change+500 (+5%)
Value$565.2K (+$22.8K)
Filed 2026-10-23
Western Reserve Capital Management, LLC
INCREASED
Shares9,759 from 6,172
Change+3,587 (+58%)
Value$561.7K (+$202.5K)
Filed 2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED
Shares9,505 from 1,611
Change+7,894 (+490%)
Value$547.1K (-$53.8K)
Filed 2026-10-21
Sard Wealth Management Group, LLC
NEW
Shares9,309
Change+9,309
Value$535.8K
Filed 2026-10-16
North Star Investment Management Corp.
INCREASED
Shares9,301 from 8,506
Change+795 (+9%)
Value$535.4K (+$40.3K)
Filed 2026-10-27
Klingman & Associates, LLC
UNCHANGED
Shares9,273 from 9,273
Change0 (0%)
Value$533.8K (-$5.9K)
Filed 2026-10-20
ETF Portfolio Partners, Inc.
DECREASED
Shares9,208 from 21,284
Change-12,076 (-57%)
Value$530.0K (-$708.7K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares9,205 from 9,870
Change-665 (-7%)
Value$529.8K (-$44.6K)
Filed 2026-10-13
Veracity Capital LLC
DECREASED
Shares9,189 from 10,381
Change-1,192 (-11%)
Value$528.9K (-$75.3K)
Filed 2026-10-08
Carroll Advisory Group, LLC
INCREASED
Shares9,082 from 9,039
Change+43 (+0%)
Value$522.8K (-$3.3K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares8,954
Change+8,954
Value$517
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares8,915 from 7,706
Change+1,209 (+16%)
Value$513.2K (+$64.7K)
Filed 2026-10-23
Indivisible Partners
NEW
Shares8,904
Change+8,904
Value$512.5K
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares8,865 from 9,066
Change-201 (-2%)
Value$510.3K (-$17.4K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares8,840 from 9,401
Change-561 (-6%)
Value$508.8K (-$38.3K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares8,746 from 11,272
Change-2,526 (-22%)
Value$503.4K (-$152.6K)
Filed 2026-10-22
Winter & Associates, Inc.
DECREASED
Shares8,732 from 11,131
Change-2,399 (-22%)
Value$503.3K (-$144.5K)
Filed 2026-10-23
Chapin Davis, Inc.
INCREASED
Shares8,706 from 8,702
Change+4 (+0%)
Value$501.1K (-$5.3K)
Filed 2026-10-09
Prairiewood Capital, LLC
DECREASED
Shares8,702 from 10,100
Change-1,398 (-14%)
Value$500.9K (-$86.9K)
Filed 2026-10-16
Navigation Wealth Management, Inc.
DECREASED
Shares8,698 from 9,236
Change-538 (-6%)
Value$500.6K (-$37.0K)
Filed 2026-11-03
Doliver Advisors, LP
INCREASED
Shares8,680 from 8,601
Change+79 (+1%)
Value$499.6K (-$986)
Filed 2026-10-01
Apollon Financial, LLC
DECREASED
Shares8,658 from 14,394
Change-5,736 (-40%)
Value$498.3K (-$339.4K)
Filed 2026-10-23
Bell Bank
UNCHANGED
Shares8,640 from 8,640
Change0 (0%)
Value$497.3K (-$5.5K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,570 from 7,971
Change+599 (+8%)
Value$493.3K (+$29.4K)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares8,562 from 8,702
Change-140 (-2%)
Value$492.8K (-$13.6K)
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares8,520 from 70,520
Change-62,000 (-88%)
Value$490.4K (-$3.6M)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares8,431 from 8,587
Change-156 (-2%)
Value$485.3K (-$14.5K)
Filed 2026-11-05
Whalen Wealth Management Inc.
INCREASED
Shares8,423 from 8,371
Change+52 (+1%)
Value$484.8K (-$2.4K)
Filed 2026-10-08
Core Wealth Partners LLC
DECREASED
Shares8,266 from 8,972
Change-706 (-8%)
Value$475.8K (-$46.4K)
Filed 2026-11-02
Mustard Seed Financial, LLC
INCREASED
Shares8,221 from 7,962
Change+259 (+3%)
Value$473.2K (+$9.8K)
Filed 2026-10-30
Eastern Bank
DECREASED
Shares8,205 from 10,136
Change-1,931 (-19%)
Value$472.3K (-$117.6K)
Filed 2026-10-05
Ignite Planners, LLC
INCREASED
Shares7,979 from 7,567
Change+412 (+5%)
Value$460.5K (+$20.1K)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
DECREASED
Shares7,956 from 19,558
Change-11,602 (-59%)
Value$458.0K (-$680.3K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
DECREASED
Shares7,938 from 9,391
Change-1,453 (-15%)
Value$456.9K (-$89.6K)
Filed 2026-10-09
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares7,901 from 7,901
Change0 (0%)
Value$454.8K (-$5.1K)
Filed 2026-10-27
Aries Wealth Management
UNCHANGED
Shares7,890 from 7,890
Change0 (0%)
Value$454.1K (-$5.1K)
Filed 2026-10-23
Seizert Capital Partners, LLC
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$449.3K (-$5.0K)
Filed 2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED
Shares7,730 from 7,560
Change+170 (+2%)
Value$444.9K (+$4.9K)
Filed 2026-11-02
Sound Portfolio Advisors, LLC
INCREASED
Shares7,710 from 5,556
Change+2,154 (+39%)
Value$443.8K (+$120.4K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares7,705 from 7,408
Change+297 (+4%)
Value$444.1K (+$14.4K)
Filed 2026-10-21
Washington Trust Bank
NEW
Shares7,683
Change+7,683
Value$442.2K
Filed 2026-11-03
R. W. Roge & Company, Inc.
DECREASED
Shares7,636 from 8,070
Change-434 (-5%)
Value$440 (-$468.6K)
Filed 2026-11-04
True Link Financial Advisors, LLC
DECREASED
Shares7,564 from 7,587
Change-23 (0%)
Value$435.4K (-$6.2K)
Filed 2026-10-27
Trinity Financial Advisors LLC
NEW
Shares7,557
Change+7,557
Value$435.0K
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,551 from 3,393
Change+4,158 (+123%)
Value$434.6K (+$237.2K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,540 from 5,362
Change+2,178 (+41%)
Value$434.0K (+$121.9K)
Filed 2026-10-14
Selective Wealth Management, Inc.
DECREASED
Shares7,497 from 8,120
Change-623 (-8%)
Value$432.0K (-$40.0K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED
Shares7,422 from 6,162
Change+1,260 (+20%)
Value$427.2K (+$68.6K)
Filed 2026-10-15
NBH Bank
INCREASED
Shares7,347 from 6,876
Change+471 (+7%)
Value$422.9K (+$22.7K)
Filed 2026-11-05
IVC Wealth Advisors LLC
INCREASED
Shares7,313 from 5,927
Change+1,386 (+23%)
Value$420.9K (+$76.0K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares7,244 from 7,179
Change+65 (+1%)
Value$417.0K (-$821)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares7,191 from 7,108
Change+83 (+1%)
Value$413.9K (+$228)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
DECREASED
Shares7,143 from 39,328
Change-32,185 (-82%)
Value$411.1K (-$1.9M)
Filed 2026-10-26
Wedbush Securities Inc
NEW
Shares7,065
Change+7,065
Value$407
Filed 2026-10-22
Carter Financial Group, Inc.
INCREASED
Shares7,043 from 6,297
Change+746 (+12%)
Value$405.4K (+$38.9K)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares6,995 from 6,495
Change+500 (+8%)
Value$402.6K (+$24.6K)
Filed 2026-10-08
Avant Financial Advisors LLC
INCREASED
Shares6,858 from 5,647
Change+1,211 (+21%)
Value$394.8K (+$66.1K)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares6,842 from 6,604
Change+238 (+4%)
Value$393.8K (+$9.5K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares6,837 from 7,076
Change-239 (-3%)
Value$393 (-$410.6K)
Filed 2026-11-04
Chris Bulman Inc
DECREASED
Shares6,749 from 8,473
Change-1,724 (-20%)
Value$388.5K (-$104.7K)
Filed 2026-10-20
Strid Group, LLC
NEW
Shares6,703
Change+6,703
Value$385.8K
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares6,703 from 15,304
Change-8,601 (-56%)
Value$385.8K (-$504.9K)
Filed 2026-11-03
Essential Planning, Llc.
DECREASED
Shares6,662 from 7,525
Change-863 (-11%)
Value$383.5K (-$54.5K)
Filed 2026-10-21
Burton Enright Welch
DECREASED
Shares6,653 from 7,138
Change-485 (-7%)
Value$382.9K (-$32.5K)
Filed 2026-11-04
TrustWell Financial Advisors, LLC
DECREASED
Shares6,615 from 6,822
Change-207 (-3%)
Value$380.7K (-$16.3K)
Filed 2026-10-15
Madrid Wealth Management, LLC
INCREASED
Shares6,604 from 5,281
Change+1,323 (+25%)
Value$380.1K (+$72.7K)
Filed 2026-10-23
My Personal CFO, LLC
DECREASED
Shares6,524 from 6,720
Change-196 (-3%)
Value$375.5K (-$15.6K)
Filed 2026-10-14
LifeWealth Investments, LLC
INCREASED
Shares6,436 from 3,624
Change+2,812 (+78%)
Value$370.5K (+$159.6K)
Filed 2026-10-21
Capstone Wealth Management Group, Inc.
DECREASED
Shares6,429 from 6,561
Change-132 (-2%)
Value$370.1K (-$11.8K)
Filed 2026-10-19
Alterna Wealth Management, Inc
NEW
Shares6,373
Change+6,373
Value$366.8K
Filed 2026-10-27
Intergy Private Wealth, LLC
INCREASED
Shares6,171 from 5,341
Change+830 (+16%)
Value$355.2K (+$44.4K)
Filed 2026-10-16
Venture Visionary Partners LLC
DECREASED
Shares6,080 from 7,172
Change-1,092 (-15%)
Value$350.0K (-$67.4K)
Filed 2026-10-07
Wells Financial Advisors Inc
UNCHANGED
Shares6,050 from 6,050
Change0 (0%)
Value$348.2K (-$3.9K)
Filed 2026-11-02
Hurlow Wealth Management Group, Inc.
INCREASED
Shares6,045 from 5,977
Change+68 (+1%)
Value$348.0K (+$89)
Filed 2026-10-29
Weil Company, Inc.
NEW
Shares6,008
Change+6,008
Value$345.8K
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares6,000 from 8,500
Change-2,500 (-29%)
Value$345.4K (-$149.3K)
Filed 2026-10-30
Asset One Wealth Management LLC
DECREASED
Shares5,913 from 52,892
Change-46,979 (-89%)
Value$340.4K (-$2.7M)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares5,896 from 3,914
Change+1,982 (+51%)
Value$339.4K (+$111.6K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares5,747 from 5,022
Change+725 (+14%)
Value$330.8K (+$38.5K)
Filed 2026-11-03
CX Institutional
DECREASED
Shares5,732 from 12,787
Change-7,055 (-55%)
Value$330 (-$414)
Filed 2026-10-02
Lodestone Wealth Management LLC
INCREASED
Shares5,719 from 60
Change+5,659 (+9432%)
Value$329.2K (+$325.7K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,636 from 5,040
Change+596 (+12%)
Value$324.4K (+$31.1K)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED
Shares5,598 from 6,172
Change-574 (-9%)
Value$322.2K (-$37.0K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,598 from 5,703
Change-105 (-2%)
Value$322.2K (-$9.7K)
Filed 2026-10-23
Enclave Advisors LLC
INCREASED
Shares5,565 from 5,491
Change+74 (+1%)
Value$320.3K (+$748)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares5,553 from 5,639
Change-86 (-2%)
Value$319.6K (-$8.6K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,551 from 6,069
Change-518 (-9%)
Value$319.5K (-$33.7K)
Filed 2026-10-27
Trust Point Inc.
DECREASED
Shares5,486 from 7,481
Change-1,995 (-27%)
Value$315.8K (-$119.6K)
Filed 2026-10-27
Tempo Wealth, LLC
NEW
Shares5,473
Change+5,473
Value$315.0K
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares5,473
Change+5,473
Value$315.0K
Filed 2026-10-14
Portland Financial Advisors Inc
INCREASED
Shares5,459 from 3,909
Change+1,550 (+40%)
Value$314.2K (+$86.7K)
Filed 2026-10-26
Evolution Wealth Advisors, LLC
NEW
Shares5,396
Change+5,396
Value$310.6K
Filed 2026-11-03
Clear Point Advisors Inc.
INCREASED
Shares5,384 from 5,335
Change+49 (+1%)
Value$309.9K (-$612)
Filed 2026-10-30
Kendall Capital Management
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$308.2K (-$3.4K)
Filed 2026-10-23
Approach Retirement Advisors, LLC
INCREASED
Shares5,328 from 4,806
Change+522 (+11%)
Value$306.7K (+$27.0K)
Filed 2026-10-22
Stirlingshire Investments, Inc.
INCREASED
Shares5,273 from 5,261
Change+12 (+0%)
Value$303.5K (-$2.7K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,237 from 3,680
Change+1,557 (+42%)
Value$301.5K (+$87.1K)
Filed 2026-10-13
Kaizen Financial Strategies
DECREASED
Shares5,202 from 8,549
Change-3,347 (-39%)
Value$299.4K (-$196.6K)
Filed 2026-10-09
Pekin Hardy Strauss, Inc.
INCREASED
Shares5,180 from 3,680
Change+1,500 (+41%)
Value$298.2K (+$84.0K)
Filed 2026-11-02
DMC Group, LLC
INCREASED
Shares5,156 from 4,987
Change+169 (+3%)
Value$296.8K (+$6.5K)
Filed 2026-10-26
Arcadia Investment Advisors LLC
UNCHANGED
Shares5,068 from 5,068
Change0 (0%)
Value$291.7K (-$3.2K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
NEW
Shares5,028
Change+5,028
Value$289.4K
Filed 2026-10-26
AlphaStar Capital Management, LLC
NEW
Shares4,985
Change+4,985
Value$286.9K
Filed 2026-10-16
Waller Financial Planning Group, Inc
INCREASED
Shares4,944 from 4,146
Change+798 (+19%)
Value$284.6K (+$43.3K)
Filed 2026-10-07
Broussard Financial Group LLC
DECREASED
Shares4,899 from 22,160
Change-17,261 (-78%)
Value$282.0K (-$1.0M)
Filed 2026-10-26
Integrity Wealth Partners, LLC
NEW
Shares4,838
Change+4,838
Value$278.5K
Filed 2026-10-14
Fiduciary Financial Group, LLC
NEW
Shares4,826
Change+4,826
Value$277.8K
Filed 2026-10-13
Able Financial Group, LLC
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$274.6K (-$3.1K)
Filed 2026-10-14
Clearwave Capital, LLC
INCREASED
Shares4,703 from 4,664
Change+39 (+1%)
Value$270.7K (-$730)
Filed 2026-10-27
Meritas Wealth Management, LLC
INCREASED
Shares4,700 from 4,474
Change+226 (+5%)
Value$270.5K (+$10.1K)
Filed 2026-10-14
Prosperitas Financial LLC
NEW
Shares4,689
Change+4,689
Value$269.9K
Filed 2026-10-28
Rosenberg Matthew Hamilton
INCREASED
Shares4,675 from 592
Change+4,083 (+690%)
Value$269.1K (+$234.6K)
Filed 2026-10-05
Addis & Hill, Inc
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$268.7K ($0)
Filed 2026-10-19
Ring Mountain Capital, LLC
NEW
Shares4,615
Change+4,615
Value$265.6K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares4,607
Change+4,607
Value$265.2K
Filed 2026-10-21
Guidance Capital, Inc
NEW
Shares4,605
Change+4,605
Value$265.8K
Filed 2026-11-03
21 West Wealth Management LLC
NEW
Shares4,596
Change+4,596
Value$264.5K
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares4,498 from 3,856
Change+642 (+17%)
Value$258.9K (+$34.5K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares4,467 from 4,467
Change0 (0%)
Value$257.1K (-$2.9K)
Filed 2026-10-05
E&G Advisors, LLC
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$254.7K (-$2.8K)
Filed 2026-10-13
Charis Legacy Partners, LLC
DECREASED
Shares4,421 from 5,452
Change-1,031 (-19%)
Value$254.5K (-$62.8K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,295 from 4,222
Change+73 (+2%)
Value$247.2K (+$1.5K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares4,286 from 4,526
Change-240 (-5%)
Value$246.7K (-$16.7K)
Filed 2026-10-13
KFA Private Wealth Group, LLC
NEW
Shares4,225
Change+4,225
Value$243.2K
Filed 2026-10-07
Freestate Advisors LLC
INCREASED
Shares4,221 from 4,173
Change+48 (+1%)
Value$243.0K (+$71)
Filed 2026-10-09
Black Diamond Financial, LLC
DECREASED
Shares4,177 from 6,629
Change-2,452 (-37%)
Value$240.4K (-$145.4K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
DECREASED
Shares4,168 from 12,769
Change-8,601 (-67%)
Value$239.9K (-$503.2K)
Filed 2026-11-05
B.O.S.S. Retirement Advisors, LLC
NEW
Shares4,167
Change+4,167
Value$239.8K
Filed 2026-10-26
IMPACTfolio, LLC
INCREASED
Shares4,122 from 4,090
Change+32 (+1%)
Value$237.2K (-$795)
Filed 2026-10-28
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,116 from 4,116
Change0 (0%)
Value$239.6K ($0)
Filed 2026-10-13
FCG Investment Co
DECREASED
Shares4,108 from 4,919
Change-811 (-16%)
Value$236.5K (-$49.8K)
Filed 2026-10-13
Fourpath Capital Management, LLC
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$236.3K (-$2.6K)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares4,076 from 10,335
Change-6,259 (-61%)
Value$234.6K (-$366.9K)
Filed 2026-10-28
Capital Squared Financial LLC
NEW
Shares4,065
Change+4,065
Value$234.0K
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares4,040
Change+4,040
Value$232.5K
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares3,969
Change+3,969
Value$228.4K
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,891 from 3,874
Change+17 (+0%)
Value$224 (-$178.8K)
Filed 2026-11-04
Capital Wealth Alliance, LLC
DECREASED
Shares3,887 from 11,262
Change-7,375 (-65%)
Value$223.7K (-$431.7K)
Filed 2026-10-20
Moneywise, Inc.
NEW
Shares3,867
Change+3,867
Value$222.6K
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares3,865 from 4,039
Change-174 (-4%)
Value$222.2K (-$12.2K)
Filed 2026-11-02
Blueline Advisors LLC
INCREASED
Shares3,843 from 2,378
Change+1,465 (+62%)
Value$221.2K (+$82.8K)
Filed 2026-10-15
Uptown Financial Advisors LLC
NEW
Shares3,788
Change+3,788
Value$218.1K
Filed 2026-10-15
R2 Capital Strategies, LLC
DECREASED
Shares3,760 from 4,298
Change-538 (-13%)
Value$216.4K (-$33.7K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares3,758 from 3,748
Change+10 (+0%)
Value$216.3K (-$1.9K)
Filed 2026-10-02
RCS Financial Planning, LLC
NEW
Shares3,729
Change+3,729
Value$214.7K
Filed 2026-10-14
Procyon Advisors, LLC
DECREASED
Shares3,722 from 3,944
Change-222 (-6%)
Value$214.2K (-$15.3K)
Filed 2026-10-21
Mann Financial Group, Inc.
NEW
Shares3,721
Change+3,721
Value$214.2K
Filed 2026-10-15
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares3,677 from 3,677
Change0 (0%)
Value$211.6K (-$2.4K)
Filed 2026-11-05
Meyer Handelman Co
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$209.7K (-$2.3K)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares3,631 from 71,824
Change-68,193 (-95%)
Value$209.0K (-$4.0M)
Filed 2026-11-04
Johnson Financial Group, LLC
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$208.9K (-$2.3K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares3,617 from 4,475
Change-858 (-19%)
Value$208.2K (-$52.3K)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
NEW
Shares3,613
Change+3,613
Value$207.9K
Filed 2026-10-29
SeaCrest Wealth Management, LLC
NEW
Shares3,612
Change+3,612
Value$207.9K
Filed 2026-10-21
Grandview Asset Management LLC
DECREASED
Shares3,610 from 7,368
Change-3,758 (-51%)
Value$207.8K (-$221.0K)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares3,604 from 3,604
Change0 (0%)
Value$207 (-$209.8K)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED
Shares3,576 from 3,805
Change-229 (-6%)
Value$205.8K (-$15.6K)
Filed 2026-10-30
Castleview Partners, LLC
DECREASED
Shares3,536 from 3,545
Change-9 (0%)
Value$203.5K (-$2.8K)
Filed 2026-10-09
Register Financial Advisors LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$201.5K (-$2.2K)
Filed 2026-10-23
Mcdonald Partners LLC
INCREASED
Shares3,443 from 250
Change+3,193 (+1277%)
Value$198.2K (+$183.6K)
Filed 2026-11-03
DecisionPoint Financial, LLC
DECREASED
Shares3,406 from 4,350
Change-944 (-22%)
Value$195.8K (-$56.6K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares3,218
Change+3,218
Value$185.2K
Filed 2026-11-05
Stone House Investment Management, LLC
DECREASED
Shares3,177 from 6,689
Change-3,512 (-52%)
Value$182.9K (-$206.4K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$174.5K (-$1.9K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares3,019 from 3,310
Change-291 (-9%)
Value$173.8K (-$18.5K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares2,861 from 2,388
Change+473 (+20%)
Value$164.7K (+$25.7K)
Filed 2026-11-05
General Partner, Inc.
INCREASED
Shares2,800 from 2,700
Change+100 (+4%)
Value$161.2K (+$4.0K)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares2,774
Change+2,774
Value$159.7K
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$145.2K (-$1.6K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$143.9K (-$1.6K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares2,470 from 2,600
Change-130 (-5%)
Value$142.1K (-$9.1K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares2,448 from 1,640
Change+808 (+49%)
Value$140.9K (+$45.5K)
Filed 2026-11-05
Westchester Capital Management, Inc.
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$132.1K (-$1.5K)
Filed 2026-10-23
Fairscale Capital, LLC
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$117.8K (-$549)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$115.1K (-$1.3K)
Filed 2026-10-16
Jcic Asset Management Inc.
DECREASED
Shares1,985 from 3,410
Change-1,425 (-42%)
Value$114.3K (-$85.4K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares1,865 from 1,410
Change+455 (+32%)
Value$107.3K (+$25.3K)
Filed 2026-10-29
Fairman Group, LLC
INCREASED
Shares1,846 from 938
Change+908 (+97%)
Value$106.2K (+$51.6K)
Filed 2026-10-26
Caldwell Trust Co
DECREASED
Shares1,796 from 1,798
Change-2 (0%)
Value$103.4K (-$1.3K)
Filed 2026-10-30
Capital Investment Counsel, Inc
NEW
Shares1,759
Change+1,759
Value$101.2K
Filed 2026-10-20
Align Financial, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$90.1K (-$1.0K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares1,310 from 1,332
Change-22 (-2%)
Value$75.4K (-$2.1K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$75.1K (-$835)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares1,300 from 828
Change+472 (+57%)
Value$74.8K (+$26.7K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares1,292 from 950
Change+342 (+36%)
Value$74.3K (+$19.0K)
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares1,215 from 657
Change+558 (+85%)
Value$69.9K (+$31.7K)
Filed 2026-11-05
Triumph Capital Management
NEW
Shares1,165
Change+1,165
Value$67.1K
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$56.4K (-$627)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$55.8K (-$620)
Filed 2026-10-07
Reap Financial Group, LLC
DECREASED
Shares955 from 1,150
Change-195 (-17%)
Value$55.0K (-$12.0K)
Filed 2026-11-02
Strategic Advocates LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$49.8K (-$554)
Filed 2026-11-03
Fiduciary Advisors, Inc.
NEW
Shares863
Change+863
Value$49.7K
Filed 2026-10-16
Mainstream Capital Management LLC
NEW
Shares814
Change+814
Value$46.9K
Filed 2026-10-23
Phillips Financial Management, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$46.9K (-$521)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares792 from 789
Change+3 (+0%)
Value$45.6K (-$348)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares754 from 11,630
Change-10,876 (-94%)
Value$43.4K (-$633.5K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares729 from 30
Change+699 (+2330%)
Value$42.0K (+$40.2K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares642 from 575
Change+67 (+12%)
Value$37.0K (+$3.5K)
Filed 2026-10-26
Olistico Wealth, LLC
INCREASED
Shares601 from 27
Change+574 (+2126%)
Value$34.6K (+$33.0K)
Filed 2026-10-05
Private Trust Co NA
DECREASED
Shares550 from 2,067
Change-1,517 (-73%)
Value$31.7K (-$88.6K)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares498 from 553
Change-55 (-10%)
Value$28.7K (-$3.5K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares462
Change+462
Value$26.6K
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$25.9K (-$244)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares437 from 500
Change-63 (-13%)
Value$25.2K (-$3.9K)
Filed 2026-10-06
GHP Investment Advisors, Inc.
DECREASED
Shares434 from 553
Change-119 (-22%)
Value$25.0K (-$7.2K)
Filed 2026-10-15
Downshift Financial, LLC
DECREASED
Shares414 from 1,197
Change-783 (-65%)
Value$23.8K (-$45.8K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$22.7K (-$253)
Filed 2026-11-03
Financial Management Professionals, Inc.
INCREASED
Shares383 from 379
Change+4 (+1%)
Value$22.0K (-$44)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$21.9K (-$244)
Filed 2026-10-15
Montgomery Financial Services LLC
INCREASED
Shares370 from 123
Change+247 (+201%)
Value$21.3K (+$14.1K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares351 from 350
Change+1 (+0%)
Value$20.2K (-$166)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares320 from 293
Change+27 (+9%)
Value$18.4K (+$1.4K)
Filed 2026-10-13
Markowski Investments
NEW
Shares315
Change+315
Value$18.1K
Filed 2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.3K (-$192)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
NEW
Shares299
Change+299
Value$17.2K
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$16.6K (-$185)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$15.8K (-$148)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
NEW
Shares267
Change+267
Value$15.4K
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$14.7K (-$163)
Filed 2026-10-07
Networth Advisors, LLC
INCREASED
Shares239 from 191
Change+48 (+25%)
Value$13.7K (+$2.6K)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$13.6K (-$151)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares224 from 539
Change-315 (-58%)
Value$12.9K (-$18.5K)
Filed 2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED
Shares219 from 90,492
Change-90,273 (-100%)
Value$12.6K (-$5.3M)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares218
Change+218
Value$12.5K
Filed 2026-10-09
Provenance Wealth Advisors, LLC
NEW
Shares215
Change+215
Value$12.4K
Filed 2026-10-30
Eukles Asset Management
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$11.7K (-$131)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.5K (-$128)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
NEW
Shares186
Change+186
Value$10.7K
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares180 from 360
Change-180 (-50%)
Value$10.4K (-$10.6K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$9.6K (-$106)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$8.9K (-$98)
Filed 2026-10-13
Pacifica Partners Inc.
DECREASED
Shares135 from 1,735
Change-1,600 (-92%)
Value$7.8K (-$93.0K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
INCREASED
Shares135 from 92
Change+43 (+47%)
Value$7.8K (+$2.4K)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares121 from 187
Change-66 (-35%)
Value$7.0K (-$3.9K)
Filed 2026-10-29
MB, Levis & Associates, LLC
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$6.8K (-$13)
Filed 2026-10-16
Independence Bank of Kentucky
NEW
Shares91
Change+91
Value$5.2K
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$5.0K (-$50)
Filed 2026-10-16
Southern Michigan Bank & Trust
NEW
Shares83
Change+83
Value$4.8K
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares72 from 143
Change-71 (-50%)
Value$4.1K (-$4.2K)
Filed 2026-11-02
Hughes Financial Services, LLC
NEW
Shares71
Change+71
Value$4.1K
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.8K (-$42)
Filed 2026-11-02
Evolution Wealth Management Inc.
NEW
Shares59
Change+59
Value$3.4K
Filed 2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.4K (-$37)
Filed 2026-10-09
Jnba Financial Advisors
NEW
Shares45
Change+45
Value$2.6K
Filed 2026-11-03
Elevated Capital Advisors, LLC
NEW
Shares43
Change+43
Value$2.5K
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares32
Change+32
Value$1.8K
Filed 2026-10-27
Harbor Capital Advisors, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2 ($0)
Filed 2026-10-22
Wagner Wealth Management, LLC
NEW
Shares8
Change+8
Value$460
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$173 (+$115)
Filed 2026-11-02
Element Pointe Advisors, LLC
CLOSED
Shares0 from 326,174
Change-326,174 (-100%)
Value$0 (-$19.0M)
Filed 2026-10-21
Orser Capital Management, LLC
CLOSED
Shares0 from 275,435
Change-275,435 (-100%)
Value$0 (-$16.0M)
Filed 2026-10-13
Garde Capital, Inc.
CLOSED
Shares0 from 112,570
Change-112,570 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-29
Heck Capital Advisors, LLC
CLOSED
Shares0 from 48,947
Change-48,947 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
Transmarket Holdings LP
CLOSED
Shares0 from 30,270
Change-30,270 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-27
AXS Investments LLC
CLOSED
Shares0 from 29,475
Change-29,475 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
GFS Advisors, LLC
CLOSED
Shares0 from 13,508
Change-13,508 (-100%)
Value$0 (-$96.0K)
Filed 2026-11-03
Congress Park Capital LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$698.4K)
Filed 2026-10-13
Atticus Wealth Management, LLC
CLOSED
Shares0 from 7,492
Change-7,492 (-100%)
Value$0 (-$436.0K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 7,060
Change-7,060 (-100%)
Value$0 (-$409.6K)
Filed 2026-10-20
Central Valley Advisors, LLC
CLOSED
Shares0 from 6,892
Change-6,892 (-100%)
Value$0 (-$401.2K)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 6,857
Change-6,857 (-100%)
Value$0 (-$399.1K)
Filed 2026-11-02
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 6,850
Change-6,850 (-100%)
Value$0 (-$398.7K)
Filed 2026-10-22
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 5,439
Change-5,439 (-100%)
Value$0 (-$316.6K)
Filed 2026-10-15
Rye Brook Capital LLC
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$297.0K)
Filed 2026-10-07
NorthLanding Financial Partners, LLC
CLOSED
Shares0 from 4,469
Change-4,469 (-100%)
Value$0 (-$260.1K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 4,278
Change-4,278 (-100%)
Value$0 (-$249.0K)
Filed 2026-11-05
Snider Financial Group
CLOSED
Shares0 from 4,192
Change-4,192 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-16
RHS Financial, LLC
CLOSED
Shares0 from 4,027
Change-4,027 (-100%)
Value$0 (-$234.3K)
Filed 2026-10-13
Mission Wealth Management, LP
CLOSED
Shares0 from 4,017
Change-4,017 (-100%)
Value$0 (-$233.8K)
Filed 2026-10-15
Brickley Wealth Management
CLOSED
Shares0 from 4,008
Change-4,008 (-100%)
Value$0 (-$233.3K)
Filed 2026-11-04
Invariant Investment Management
CLOSED
Shares0 from 3,828
Change-3,828 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-08
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 3,517
Change-3,517 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,929
Change-1,929 (-100%)
Value$0 (-$112.3K)
Filed 2026-10-15
Atlatl Advisers LLC
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-22
Private Wealth Management Group, LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-19
Cornerstone Planning Group LLC
CLOSED
Shares0 from 281
Change-281 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-05
Solstein Capital, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$931)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 47,301,997
Change-47,301,997 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,332,310
Change-28,332,310 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,894,773
Change-11,894,773 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,135,791
Change-11,135,791 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,365,484
Change-9,365,484 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,815,679
Change-8,815,679 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,157,125
Change-8,157,125 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,958,141
Change-4,958,141 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,938,833
Change-4,938,833 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,710,769
Change-4,710,769 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,467,285
Change-4,467,285 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,249,118
Change-4,249,118 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,102,272
Change-4,102,272 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,972,823
Change-3,972,823 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,581,286
Change-3,581,286 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,432,890
Change-3,432,890 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,328,556
Change-3,328,556 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,002,732
Change-3,002,732 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,789,417
Change-2,789,417 (-100%)
Value—
WIT, LLC
N/A
Shares— from 2,425,179
Change-2,425,179 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,312,922
Change-2,312,922 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,159,237
Change-2,159,237 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,133,484
Change-2,133,484 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,121,965
Change-2,121,965 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,093,639
Change-2,093,639 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,010,515
Change-2,010,515 (-100%)
Value—
Nepc LLC
N/A
Shares— from 1,993,299
Change-1,993,299 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 1,835,215
Change-1,835,215 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,571,335
Change-1,571,335 (-100%)
Value—
FJ Investments, LLC
N/A
Shares— from 1,550,014
Change-1,550,014 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,537,843
Change-1,537,843 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,417,781
Change-1,417,781 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,405,234
Change-1,405,234 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,356,427
Change-1,356,427 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,353,304
Change-1,353,304 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,350,317
Change-1,350,317 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,287,710
Change-1,287,710 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,281,135
Change-1,281,135 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,236,917
Change-1,236,917 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,150,794
Change-1,150,794 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,032,635
Change-1,032,635 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,007,231
Change-1,007,231 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 993,531
Change-993,531 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 895,293
Change-895,293 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 863,583
Change-863,583 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 852,297
Change-852,297 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 819,197
Change-819,197 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 768,955
Change-768,955 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 767,727
Change-767,727 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 756,714
Change-756,714 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 746,524
Change-746,524 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 716,987
Change-716,987 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 702,665
Change-702,665 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 654,977
Change-654,977 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 649,524
Change-649,524 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 648,947
Change-648,947 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 619,536
Change-619,536 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 616,877
Change-616,877 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 612,364
Change-612,364 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 604,658
Change-604,658 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 597,540
Change-597,540 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 595,433
Change-595,433 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 592,890
Change-592,890 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 583,471
Change-583,471 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 578,966
Change-578,966 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 574,711
Change-574,711 (-100%)
Value—
Stephens Inc
N/A
Shares— from 559,865
Change-559,865 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 554,807
Change-554,807 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 532,239
Change-532,239 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 526,230
Change-526,230 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 512,714
Change-512,714 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 511,014
Change-511,014 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 505,330
Change-505,330 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 501,923
Change-501,923 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 444,000
Change-444,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 415,817
Change-415,817 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 410,725
Change-410,725 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 396,995
Change-396,995 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 381,952
Change-381,952 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 363,591
Change-363,591 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 355,975
Change-355,975 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 343,225
Change-343,225 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 334,068
Change-334,068 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 315,750
Change-315,750 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 309,102
Change-309,102 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 298,082
Change-298,082 (-100%)
Value—
Rogco, LP
N/A
Shares— from 294,478
Change-294,478 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 274,010
Change-274,010 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 273,386
Change-273,386 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 270,189
Change-270,189 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 266,768
Change-266,768 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 266,146
Change-266,146 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 249,105
Change-249,105 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 246,652
Change-246,652 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 240,859
Change-240,859 (-100%)
Value—
Investure, LLC
N/A
Shares— from 222,200
Change-222,200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 221,044
Change-221,044 (-100%)
Value—
Prudential PLC
N/A
Shares— from 220,309
Change-220,309 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 215,664
Change-215,664 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 213,937
Change-213,937 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 212,141
Change-212,141 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 209,016
Change-209,016 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 204,309
Change-204,309 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 194,611
Change-194,611 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 192,109
Change-192,109 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 191,398
Change-191,398 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 185,512
Change-185,512 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 171,380
Change-171,380 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 171,037
Change-171,037 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 169,574
Change-169,574 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 168,386
Change-168,386 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 166,762
Change-166,762 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 166,057
Change-166,057 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 164,553
Change-164,553 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 163,545
Change-163,545 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 163,321
Change-163,321 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 159,179
Change-159,179 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 155,758
Change-155,758 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 155,582
Change-155,582 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 154,237
Change-154,237 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 147,492
Change-147,492 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 143,656
Change-143,656 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 143,020
Change-143,020 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 141,922
Change-141,922 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 140,538
Change-140,538 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 132,028
Change-132,028 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 131,669
Change-131,669 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 131,061
Change-131,061 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 128,330
Change-128,330 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 127,093
Change-127,093 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 125,655
Change-125,655 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 123,600
Change-123,600 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 121,308
Change-121,308 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 121,113
Change-121,113 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 119,366
Change-119,366 (-100%)
Value—
Betterment LLC
N/A
Shares— from 118,860
Change-118,860 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 115,670
Change-115,670 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 114,806
Change-114,806 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 113,466
Change-113,466 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 112,264
Change-112,264 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 110,606
Change-110,606 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 109,981
Change-109,981 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 109,670
Change-109,670 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 108,376
Change-108,376 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 107,882
Change-107,882 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 105,636
Change-105,636 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 103,562
Change-103,562 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 98,991
Change-98,991 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 97,858
Change-97,858 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 97,751
Change-97,751 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 96,385
Change-96,385 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 95,342
Change-95,342 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 91,769
Change-91,769 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 91,701
Change-91,701 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 91,471
Change-91,471 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 90,972
Change-90,972 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 90,796
Change-90,796 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 89,736
Change-89,736 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 89,538
Change-89,538 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 88,540
Change-88,540 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 85,254
Change-85,254 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 84,834
Change-84,834 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 84,609
Change-84,609 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 84,513
Change-84,513 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 84,428
Change-84,428 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 80,049
Change-80,049 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 78,263
Change-78,263 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 78,076
Change-78,076 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 76,909
Change-76,909 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 76,770
Change-76,770 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 75,581
Change-75,581 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 72,932
Change-72,932 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 72,897
Change-72,897 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 72,711
Change-72,711 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 71,938
Change-71,938 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 69,471
Change-69,471 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 68,046
Change-68,046 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 67,660
Change-67,660 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 66,876
Change-66,876 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 64,750
Change-64,750 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 63,674
Change-63,674 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 62,766
Change-62,766 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 61,405
Change-61,405 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 61,053
Change-61,053 (-100%)
Value—
&partners
N/A
Shares— from 60,789
Change-60,789 (-100%)
Value—
Nwam LLC
N/A
Shares— from 59,074
Change-59,074 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 56,358
Change-56,358 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 55,828
Change-55,828 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 55,296
Change-55,296 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 52,887
Change-52,887 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 52,004
Change-52,004 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 51,504
Change-51,504 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 49,277
Change-49,277 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 48,983
Change-48,983 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 48,882
Change-48,882 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 48,682
Change-48,682 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 48,220
Change-48,220 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 48,024
Change-48,024 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 47,339
Change-47,339 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 46,960
Change-46,960 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 46,916
Change-46,916 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 46,700
Change-46,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 46,591
Change-46,591 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 46,009
Change-46,009 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 45,558
Change-45,558 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 45,479
Change-45,479 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 45,392
Change-45,392 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 44,895
Change-44,895 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 44,438
Change-44,438 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 43,589
Change-43,589 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 43,562
Change-43,562 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 43,316
Change-43,316 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 43,217
Change-43,217 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 42,134
Change-42,134 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 42,099
Change-42,099 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 39,636
Change-39,636 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,126
Change-39,126 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 38,250
Change-38,250 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 38,035
Change-38,035 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 37,791
Change-37,791 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 36,871
Change-36,871 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 36,764
Change-36,764 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 36,541
Change-36,541 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 35,642
Change-35,642 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,512
Change-35,512 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 34,633
Change-34,633 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 34,544
Change-34,544 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 33,432
Change-33,432 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 32,378
Change-32,378 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 32,340
Change-32,340 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 32,152
Change-32,152 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 32,140
Change-32,140 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 30,414
Change-30,414 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 28,810
Change-28,810 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 28,520
Change-28,520 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 27,706
Change-27,706 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 27,149
Change-27,149 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 26,925
Change-26,925 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 26,313
Change-26,313 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 26,123
Change-26,123 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 25,923
Change-25,923 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 25,169
Change-25,169 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 24,942
Change-24,942 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 24,373
Change-24,373 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 24,045
Change-24,045 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,726
Change-23,726 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 23,676
Change-23,676 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,354
Change-23,354 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,156
Change-23,156 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 22,751
Change-22,751 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 22,639
Change-22,639 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,271
Change-22,271 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 21,971
Change-21,971 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 21,658
Change-21,658 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 21,322
Change-21,322 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 21,188
Change-21,188 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 20,896
Change-20,896 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,743
Change-19,743 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,576
Change-19,576 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 19,513
Change-19,513 (-100%)
Value—
Blair William & Co
N/A
Shares— from 19,396
Change-19,396 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,575
Change-18,575 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 18,462
Change-18,462 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 18,462
Change-18,462 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 18,270
Change-18,270 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 18,082
Change-18,082 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,911
Change-17,911 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,888
Change-17,888 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 17,530
Change-17,530 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 17,363
Change-17,363 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 16,979
Change-16,979 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,831
Change-16,831 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 16,615
Change-16,615 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 16,444
Change-16,444 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16,008
Change-16,008 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 15,435
Change-15,435 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 15,183
Change-15,183 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,442
Change-14,442 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 13,717
Change-13,717 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 13,468
Change-13,468 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 13,464
Change-13,464 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,452
Change-13,452 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 13,290
Change-13,290 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 12,840
Change-12,840 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 12,527
Change-12,527 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 12,470
Change-12,470 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,416
Change-12,416 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
American Trust
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 11,798
Change-11,798 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 11,709
Change-11,709 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 11,543
Change-11,543 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 11,126
Change-11,126 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,315
Change-10,315 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,924
Change-9,924 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,227
Change-9,227 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,526
Change-8,526 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 8,517
Change-8,517 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,662
Change-7,662 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 7,281
Change-7,281 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 6,809
Change-6,809 (-100%)
Value—
10Elms LLP
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 985
Change-985 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 714
Change-714 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 486
Change-486 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 280
Change-280 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 130
Change-130 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
Motco
N/A
Shares— from 89
Change-89 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
New York Life Investment Management LLC
INCREASED3,939,6191,526,211+2,413,408+158%$88.8M$226.8M+$137.9M2026-11-04
Arlington Trust Co LLC
INCREASED3,703,7853,321,662+382,123+12%$193.3M$213.2M+$19.9M2026-10-20
Citigroup Inc
INCREASED2,578,8492,526,390+52,459+2%$147.0M$148.4M+$1.4M2026-11-04
TD Private Client Wealth LLC
INCREASED2,313,8542,200,571+113,283+5%$128.1M$133.2M+$5.1M2026-10-28
Blue Trust, Inc.
DECREASED1,517,2761,527,935-10,659-1%$88.9M$87.3M-$1.6M2026-10-15
Evensky & Katz LLC
INCREASED1,420,5201,381,942+38,578+3%$80.4M$81.8K-$80.3M2026-10-27
Oak Harvest Investment Services
INCREASED1,353,0921,284,004+69,088+5%$74.7M$77.9M+$3.2M2026-10-20
Patten & Patten Inc
DECREASED1,299,5381,327,074-27,536-2%$77.2M$74.8M-$2.4M2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,235,9601,212,961+22,999+2%$70.6M$71.1M+$547.5K2026-10-27
Creative Planning
DECREASED1,222,0331,280,012-57,979-5%$74.5M$70.3M-$4.2M2026-11-02
Presilium Private Wealth, LLC
INCREASED1,190,6351,123,054+67,581+6%$65.4M$68.5M+$3.2M2026-10-26
Chemistry Wealth Management LLC
INCREASED1,144,5481,107,162+37,386+3%$64.4M$65.9M+$1.4M2026-10-16
Warwick Investment Management, Inc.
INCREASED1,123,8191,059,194+64,625+6%$61.6M$64.7M+$3.0M2026-10-19
Assetmark, Inc
INCREASED1,054,665726,811+327,854+45%$42.3M$60.7M+$18.4M2026-10-21
Foster Group, Inc.
INCREASED973,459925,588+47,871+5%$53.9M$56.0M+$2.2M2026-10-13
Wealth Dimensions Group, Ltd.
INCREASED945,503882,471+63,032+7%$51.4M$54.4M+$3.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED934,356893,733+40,623+5%$52.0M$53.8K-$52.0M2026-11-02
Pacific Sage Partners, LLC
INCREASED859,951699,446+160,505+23%$40.7M$49.5M+$8.8M2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED830,811806,570+24,241+3%$46.9M$47.8M+$879.1K2026-10-19
Truist Financial Corp
DECREASED777,495944,315-166,820-18%$55.0M$44.8M-$10.2M2026-10-30
Creative Financial Designs Inc
INCREASED720,644233,447+487,197+209%$13.6M$41.5M+$27.9M2026-11-04
Angeles Wealth Management, LLC
INCREASED712,0721,268+710,804+56057%$73.8K$41.0M+$40.9M2026-10-26
Retirement Planning Group, LLC
DECREASED652,036776,178-124,142-16%$45.2M$37.5M-$7.6M2026-10-19
Facet Wealth, Inc.
INCREASED651,207601,790+49,417+8%$35.0M$37.5M+$2.5M2026-11-04
Beacon Bank & Trust
INCREASED642,604633,681+8,923+1%$36.9M$37.0M+$108.1K2026-10-27
Arista Wealth Management, LLC
INCREASED628,647614,178+14,469+2%$35.7M$36.2M+$439.8K2026-10-29
Alta Advisers Ltd
INCREASED626,463569,513+56,950+10%$33.1M$30.8M-$2.4M2026-11-02
1834 Investment Advisors Co
DECREASED619,090667,988-48,898-7%$38.9M$35.6M-$3.2M2026-10-16
Cornerstone Wealth Advisors, Inc.
DECREASED611,8551,086,658-474,803-44%$63.2M$35.2M-$28.0M2026-10-16
Opus Capital Group, LLC
INCREASED597,118589,059+8,059+1%$34.3M$34.4K-$34.2M2026-10-30
Concord Wealth Partners
INCREASED593,258568,549+24,709+4%$33.1M$34.1M+$1.1M2026-11-02
Old National Bancorp
DECREASED592,914641,271-48,357-8%$37.3M$34.1M-$3.2M2026-10-20
Concord Asset Management, LLC
INCREASED581,992558,762+23,230+4%$32.5M$33.5M+$979.5K2026-11-02
Level Financial Advisors
INCREASED572,743532,912+39,831+7%$31.0M$33.0M+$2.0M2026-10-13
Shah Capital Management
INCREASED561,531382,324+179,207+47%$22.3M$32.3M+$10.1M2026-10-09
Brookstone Capital Management
INCREASED560,867543,365+17,502+3%$31.6M$32.3M+$659.7K2026-10-22
Morling Financial Advisors, LLC
INCREASED558,435532,671+25,764+5%$31.0M$32.1M+$1.1M2026-10-28
Quattro Financial Advisors LLC
INCREASED547,205541,412+5,793+1%$31.5M$31.5M-$13.1K2026-10-15
Master's Wealth Management Inc.
INCREASED546,359505,229+41,130+8%$29.4M$31.4M+$2.0M2026-10-22
CPA Asset Management Group, LLC
INCREASED536,477395,381+141,096+36%$23.0M$30.9M+$7.9M2026-10-26
Beacon Capital Management, Inc.
INCREASED530,866300,406+230,460+77%$17.5M$30.6M+$13.1M2026-10-13
Park Avenue Securities LLC
DECREASED528,166541,474-13,308-2%$31.5M$30.4K-$31.5M2026-10-26
Farther Finance Advisors, LLC
INCREASED510,487340,243+170,244+50%$19.8M$29.4M+$9.6M2026-10-08
MassMutual Private Wealth & Trust, FSB
INCREASED508,628493,743+14,885+3%$28.7M$29.3M+$540.8K2026-10-05
Arlington Partners LLC
INCREASED503,237225,571+277,666+123%$13.1M$29.0M+$15.8M2026-10-20
Carnegie Investment Counsel
DECREASED502,790508,786-5,996-1%$29.6M$28.9M-$670.8K2026-10-20
Anderson Hoagland & Co
INCREASED500,999405,803+95,196+23%$23.6M$29.0M+$5.3M2026-10-23
Ullmann Wealth Partners Group, LLC
INCREASED483,208440,702+42,506+10%$25.6M$27.8M+$2.2M2026-11-02
Vise Technologies, Inc.
INCREASED476,689441,537+35,152+8%$25.7M$27.4M+$1.7M2026-10-29
AMI Investment Management Inc
DECREASED473,006488,850-15,844-3%$28.5M$27.2M-$1.2M2026-10-27
Apella Capital, LLC
INCREASED472,752373,967+98,785+26%$21.7M$27.2M+$5.5M2026-10-08
Maseco LLP
INCREASED466,943455,561+11,382+3%$26.5M$26.9M+$368.2K2026-10-27
Capital Investment Advisors, LLC
DECREASED464,4141,421,932-957,518-67%$82.8M$26.7M-$56.0M2026-10-22
Five Oceans Advisors
DECREASED461,195522,397-61,202-12%$30.4M$26.5M-$3.9M2026-10-22
Grove Bank & Trust
DECREASED453,648586,889-133,241-23%$34.2M$26.1M-$8.0M2026-10-08
Evermay Wealth Management LLC
INCREASED450,01442,491+407,523+959%$2.5M$25.9M+$23.4M2026-11-05
Salomon & Ludwin, LLC
INCREASED449,103443,813+5,290+1%$25.8M$25.9M+$100.4K2026-10-29
Strategic Point Investment Advisors, LLC
INCREASED434,130430,687+3,443+1%$25.1M$25.0M-$77.5K2026-10-29
Capital Investment Services of America, Inc.
INCREASED433,267403,907+29,360+7%$23.5M$24.9M+$1.4M2026-11-02
Bear Mountain Capital, Inc.
INCREASED417,784396,374+21,410+5%$23.0M$24.1M+$1.1M2026-11-04
Vertex Investment Solutions Co., Ltd.
INCREASED417,700410,200+7,500+2%$23.9M$24.0M+$159.8K2026-10-19
Lido Advisors, LLC
INCREASED408,785203,163+205,622+101%$11.8M$23.5M+$11.7M2026-11-04
Global Wealth Management Investment Advisory, Inc.
INCREASED399,219389,732+9,487+2%$22.7M$23.0M+$296.7K2026-11-04
Ironwood Wealth Management, Llc.
INCREASED394,867316,720+78,147+25%$18.4M$22.7M+$4.3M2026-10-28
Wolff Financial Management LLC
DECREASED380,710513,142-132,432-26%$29.9M$21.9M-$8.0M2026-10-23
Scratch Capital LLC
INCREASED369,888315,133+54,755+17%$18.3M$21.3M+$3.0M2026-11-02
Compass Planning Associates Inc
INCREASED368,545329,326+39,219+12%$19.2M$21.2M+$2.0M2026-10-13
Human Investing LLC
INCREASED362,925337,874+25,051+7%$19.7M$20.9M+$1.2M2026-10-19
Regions Financial Corp
DECREASED360,022364,162-4,140-1%$21.2M$20.7M-$471.4K2026-11-05
Montag A & Associates Inc
DECREASED358,658406,669-48,011-12%$23.7M$20.6M-$3.0M2026-10-29
Charles Schwab Trust Co
DECREASED351,226357,258-6,032-2%$20.8M$20.2M-$575.8K2026-10-15
Patriot Investment Management Group, Inc.
INCREASED350,578313,618+36,960+12%$18.3M$20.2M+$1.9M2026-10-15
WBH Advisory Inc
DECREASED350,354359,071-8,717-2%$20.9M$20.2M-$731.6K2026-11-05
NBT Bank, N.A.
INCREASED345,7333,417+342,316+10018%$198.9K$19.9M+$19.7M2026-10-21
Evergreen Capital Management LLC
INCREASED337,6428,640+329,002+3808%$502.8K$19.4M+$18.9M2026-10-23
Commonwealth Equity Services, LLC
DECREASED332,883358,102-25,219-7%$20.8M$19.2M-$1.7M2026-11-02
BluePrint Investing LLC
INCREASED329,406326,667+2,739+1%$19.0M$19.0M-$51.4K2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED328,297221,820+106,477+48%$12.9M$18.9M+$6.0M2026-11-03
Bokf, NA
DECREASED327,856331,278-3,422-1%$19.3M$18.9M-$409.0K2026-10-27
E&R Wealth Management, LLC
INCREASED322,373314,957+7,416+2%$18.3M$18.6M+$225.3K2026-10-20
Retirement Systems of Alabama
DECREASED311,215336,255-25,040-7%$19.6M$17.9M-$1.7M2026-11-04
Kings Path Partners LLC
INCREASED308,998276,323+32,675+12%$16.1M$17.8M+$1.7M2026-10-21
Sky Investment Group LLC
NEW301,156—+301,156——$17.3M—2026-10-30
Studio Investment Management LLC
INCREASED299,351292,229+7,122+2%$17.0M$17.2M+$222.9K2026-10-22
Voisard Asset Management Group, Inc.
INCREASED295,266285,270+9,996+4%$16.6M$17.0M+$392.8K2026-10-13
Kure Advisory, LLC
INCREASED292,570278,531+14,039+5%$16.2M$16.8M+$629.8K2026-10-08
Wright Wealth LLC
DECREASED289,749320,794-31,045-10%$18.7M$16.7M-$2.0M2026-10-29
Allen Investment Management, LLC
UNCHANGED281,813281,81300%$16.4M$16.2M-$180.4K2026-11-03
Whitcomb & Hess, Inc.
INCREASED281,232274,807+6,425+2%$16.0M$16.2M+$193.9K2026-10-07
Discipline Wealth Solutions, LLC
INCREASED281,106279,966+1,140+0%$16.3M$16.2M-$113.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED279,921250,558+29,363+12%$14.5M$16.1M+$1.6M2026-10-13
Values First Advisors, Inc.
INCREASED277,054173,787+103,267+59%$10.1M$15.9M+$5.8M2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED261,377154,092+107,285+70%$9.0M$15.0M+$6.1M2026-10-16
Northwest Wealth Management, LLC
INCREASED260,182257,143+3,039+1%$15.0M$15.0M+$10.4K2026-10-30
Rockwood Wealth Management, LLC
INCREASED255,56449,027+206,537+421%$2.9M$14.7M+$11.9M2026-10-27
Montecito Bank & Trust
INCREASED253,374246,743+6,631+3%$14.4M$14.6M+$223.8K2026-10-01
Websterrogers Financial Advisors, LLC
INCREASED252,419251,714+705+0%$14.6M$14.5M-$120.6K2026-11-02
Heritage Wealth Management, Inc.
INCREASED250,433234,382+16,051+7%$13.6M$14.4M+$773.9K2026-10-27
Acropolis Investment Management, LLC
DECREASED248,575373,265-124,690-33%$21.7M$14.3M-$7.4M2026-10-08
Unison Advisors LLC
INCREASED248,343247,405+938+0%$14.4M$14.3M-$104.4K2026-10-29
Quadrant Capital Group LLC
INCREASED243,953209,362+34,591+17%$12.2M$14.0M+$1.9M2026-10-20
DDD Partners, LLC
INCREASED242,076228,401+13,675+6%$13.3M$13.9M+$641.0K2026-11-02
Drum Hill Capital, LLC
INCREASED241,572236,632+4,940+2%$13.8M$13.9M+$132.9K2026-10-20
Prospera Financial Services Inc
INCREASED238,21188,882+149,329+168%$5.2M$13.8M+$8.6M2026-11-04
ARK & TLK Investments, LLC
INCREASED234,826222,602+12,224+5%$13.0M$13.5M+$561.1K2026-10-20
GEN Financial Management, Inc.
INCREASED234,180227,547+6,633+3%$13.2M$13.5M+$236.1K2026-10-13
Guardsman Private Capital Management, Inc.
DECREASED233,229239,350-6,121-3%$13.9M$13.4M-$505.5K2026-10-19
Spectrum Financial Alliance Ltd LLC
DECREASED219,137251,313-32,176-13%$14.6M$12.6M-$2.0M2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED216,245169,625+46,620+27%$9.9M$12.4M+$2.6M2026-11-04
Compass Wealth Management, LLC
DECREASED211,507212,077-5700%$12.3M$12.2M-$168.5K2026-10-30
Trust Co of Vermont
INCREASED207,976185,796+22,180+12%$10.8M$12.0M+$1.2M2026-10-21
Citizens Financial Group Inc
INCREASED206,619132,111+74,508+56%$7.7M$11.9M+$4.2M2026-10-23
Westover Capital Advisors, LLC
NEW201,797—+201,797——$11.6M—2026-10-26
Retirement Financial Solutions, LLC
INCREASED201,05793,359+107,698+115%$5.4M$11.6M+$6.1M2026-10-20
Stanich Group LLC
NEW200,884—+200,884——$11.6M—2026-10-16
EverSource Wealth Advisors, LLC
INCREASED199,867198,148+1,719+1%$11.5M$11.5M-$27.8K2026-11-04
Capital Investment Advisory Services, LLC
DECREASED194,978205,037-10,059-5%$11.9M$11.2M-$710.8K2026-10-30
Meredith Wealth Planning
NEW193,683—+193,683——$11.1M—2026-10-14
Fifth Third Bancorp
INCREASED188,283168,385+19,898+12%$9.8M$10.8M+$1.0M2026-11-05
Horizon Financial Services, LLC
DECREASED183,503184,579-1,076-1%$10.7M$10.6M-$180.0K2026-11-04
Kathmere Capital Management, LLC
INCREASED175,277166,490+8,787+5%$9.7M$10.1M+$399.2K2026-10-20
Middleton & Co Inc
DECREASED175,239184,829-9,590-5%$10.8M$10.1M-$670.3K2026-10-23
Sage Mountain Advisors LLC
INCREASED170,400163,403+6,997+4%$9.5M$9.8M+$298.2K2026-11-02
Beacon Financial Strategies Corp
INCREASED154,100140,927+13,173+9%$8.2M$8.9M+$668.0K2026-10-14
Integrated Advisors Network LLC
INCREASED152,899149,927+2,972+2%$8.7M$8.8M+$75.1K2026-10-20
Greenwood Capital Associates LLC
DECREASED152,584166,581-13,997-8%$9.7M$8.8M-$912.3K2026-10-27
Altiora Financial Group, LLC
INCREASED151,482150,390+1,092+1%$8.8M$8.7M-$33.4K2026-11-04
Guardian Wealth Management, LLC
DECREASED150,611151,265-6540%$8.8M$8.7M-$134.5K2026-10-14
Biltmore Wealth Management, LLC
INCREASED149,767139,151+10,616+8%$8.1M$8.6M+$522.0K2026-10-09
Ascentis Independent Advisors
INCREASED148,95319,345+129,608+670%$1.1M$8.6M+$7.4M2026-11-03
Signal Advisors Wealth, LLC
INCREASED148,099135,569+12,530+9%$7.9M$8.5M+$634.5K2026-10-13
Aventus Investment Advisors, Inc.
INCREASED147,522143,783+3,739+3%$8.4M$8.5M+$123.2K2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED145,031171,165-26,134-15%$9.9M$8.3M-$1.6M2026-10-13
Certified Advisory Corp
INCREASED144,281141,324+2,957+2%$8.2M$8.3M+$79.8K2026-10-29
Cravens & Co Advisors, LLC
INCREASED143,728141,789+1,939+1%$8.3M$8.3M+$20.9K2026-10-16
Global Trust Asset Management, LLC
INCREASED139,578130,640+8,938+7%$7.6M$8.0M+$430.9K2026-10-19
Woodmont Investment Counsel LLC
DECREASED137,201138,367-1,166-1%$8.1M$7.9M-$155.7K2026-10-29
Mechanics Financial Corp
INCREASED136,258135,216+1,042+1%$7.9M$7.8M-$26.6K2026-11-05
Apex Wealth Management, LLC
NEW135,968—+135,968——$7.8M—2026-10-20
Marotta Asset Management
INCREASED133,587123,804+9,783+8%$7.2M$7.7M+$506.2K2026-10-02
Net Worth Advisory Group
INCREASED133,108128,263+4,845+4%$7.5M$7.7M+$186.8K2026-10-20
TD Waterhouse Canada Inc.
INCREASED133,098130,690+2,408+2%$7.6M$7.7M+$69.3K2026-10-16
Kestra Advisory Services, LLC
INCREASED132,935124,285+8,650+7%$7.2M$7.7M+$418.4K2026-11-02
Calder Financial LLC
INCREASED131,984130,738+1,246+1%$7.6M$7.6M-$11.9K2026-10-13
Elevation Capital Advisory, LLC
NEW128,616—+128,616——$7.4M—2026-10-29
Central Trust Co
INCREASED128,594103,549+25,045+24%$6.0M$7.4M+$1.4M2026-11-05
OAK Family Advisors, LLC
DECREASED123,456126,975-3,519-3%$7.4M$7.1M-$283.8K2026-10-19
David Kennon Inc
INCREASED121,955120,630+1,325+1%$7.0M$7.0M-$9362026-10-13
Bull Street Advisors, LLC
INCREASED119,137118,857+280+0%$6.9M$6.9K-$6.9M2026-10-20
Hassell Wealth Management, LLC
INCREASED116,92085,552+31,368+37%$5.0M$6.7M+$1.8M2026-10-19
Echo45 Advisors LLC
INCREASED116,104108,583+7,521+7%$6.3M$6.7M+$363.4K2026-10-07
Thrivent Financial for Lutherans
DECREASED113,734114,282-5480%$6.7M$6.5K-$6.6M2026-11-05
Everett Harris & Co
DECREASED112,430116,330-3,900-3%$6.8M$6.5M-$298.9K2026-10-28
PW Nova Financial Services LLC
INCREASED111,80929,255+82,554+282%$1.7M$6.4M+$4.7M2026-10-15
XY Planning Network, Inc.
INCREASED107,371100,823+6,548+6%$5.9M$6.2M+$312.4K2026-10-14
Curran Financial Partners, LLC
INCREASED106,44798,763+7,684+8%$5.7M$6.1M+$379.1K2026-11-04
Simplicity Wealth,LLC
DECREASED104,942105,195-2530%$6.1M$6.0M-$81.9K2026-10-23
Culbertson A N & Co Inc
INCREASED102,61983,496+19,123+23%$4.9M$5.9M+$1.0M2026-10-21
Thomas Story & SON LLC
INCREASED101,13178,903+22,228+28%$4.6M$5.8M+$1.2M2026-10-13
EPG Wealth Management LLC
DECREASED100,899175,881-74,982-43%$10.2M$5.8M-$4.4M2026-11-03
Brucke Financial, Inc.
INCREASED99,64996,466+3,183+3%$5.6M$5.7M+$121.4K2026-10-23
Alhambra Investment Management LLC
DECREASED96,52897,370-842-1%$5.7M$5.6M-$110.8K2026-10-15
Avior Wealth Management, LLC
INCREASED96,19193,511+2,680+3%$5.4M$5.5M+$94.4K2026-10-13
Safir Wealth Advisors, LLC
DECREASED94,08198,526-4,445-5%$5.7M$5.4M-$318.9K2026-10-16
Elmwood Wealth Management, Inc.
INCREASED93,17790,682+2,495+3%$5.3M$5.4M+$85.6K2026-10-14
Thayer Financial, L.L.C.
NEW92,071—+92,071——$5.3M—2026-10-21
First Command Advisory Services, Inc.
DECREASED91,786689,411-597,625-87%$40.1M$5.3M-$34.8M2026-11-05
CWS Financial Advisors, LLC
INCREASED90,29478,342+11,952+15%$4.6M$5.2M+$637.9K2026-10-16
Pinnacle Wealth Management Group, Inc.
NEW89,711—+89,711——$5.2M—2026-10-15
Arvest Investments, Inc.
INCREASED89,57685,691+3,885+5%$5.0M$5.2M+$168.8K2026-10-21
Climber Capital SA
INCREASED89,55787,995+1,562+2%$5.1M$4.9M-$223.6K2026-10-20
BCM Advisors, LLC
INCREASED89,28614,084+75,202+534%$817.2K$5.2M+$4.4M2026-11-03
Marion Wealth Management
INCREASED86,33784,523+1,814+2%$4.9M$5.0M+$50.3K2026-10-22
Hara Capital LLC
INCREASED86,12665,512+20,614+31%$3.8M$5.0M+$1.1M2026-10-30
Dynamic Advisor Solutions LLC
DECREASED85,94489,502-3,558-4%$5.2M$4.9M-$262.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED84,49182,660+1,831+2%$4.8M$4.9M+$52.5K2026-10-22
Wealthcare Advisory Partners LLC
INCREASED84,1925,461+78,731+1442%$317.8K$4.8M+$4.5M2026-10-21
Essential Partners LLC
DECREASED83,74585,791-2,046-2%$5.0M$4.8M-$172.7K2026-10-14
Sigma Planning Corp
DECREASED83,54597,870-14,325-15%$5.7M$4.8M-$887.2K2026-10-23
Koshinski Asset Management, Inc.
INCREASED82,57081,982+588+1%$4.8M$4.8M-$18.6K2026-10-29
MCF Advisors LLC
INCREASED82,51180,321+2,190+3%$4.7M$4.7M+$74.6K2026-10-28
Marietta Wealth Management, LLC
INCREASED81,99975,504+6,495+9%$4.4M$4.7M+$325.5K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED81,58629,747+51,839+174%$1.7M$4.7M+$3.0M2026-10-15
Cordatus Wealth Management LLC
INCREASED81,46081,109+351+0%$4.7M$4.7M-$31.7K2026-10-19
Mather Group, Llc.
INCREASED81,11980,047+1,072+1%$4.7M$4.7M+$10.4K2026-10-14
White Lighthouse Investment Management Inc.
DECREASED79,58681,101-1,515-2%$4.7M$4.6M-$139.1K2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED79,21181,967-2,756-3%$4.8M$4.6M-$211.1K2026-10-16
Burney Co/
INCREASED78,77768,016+10,761+16%$4.0M$4.5M+$575.9K2026-10-15
Americana Partners, LLC
UNCHANGED77,16177,16100%$4.5M$4.4M-$49.4K2026-10-28
Blume Capital Management, Inc.
INCREASED77,02348,805+28,218+58%$2.8M$4.4M+$1.6M2026-10-26
Kassira Wealth Management LLC
INCREASED73,64872,930+718+1%$4.2M$4.2M-$5.4K2026-10-28
Tennessee Valley Asset Management Partners
DECREASED72,66178,805-6,144-8%$4.6M$4.2M-$404.0K2026-11-03
Capital Investment Counsel, LLC
INCREASED72,22871,252+976+1%$4.1M$4.2M+$10.6K2026-10-14
Councilor Wealth, LLC
INCREASED68,09639,206+28,890+74%$2.3M$3.9M+$1.6M2026-10-09
North Capital, Inc.
INCREASED67,42547,655+19,770+41%$2.8M$3.9M+$1.1M2026-10-16
CWC Advisors, Llc.
DECREASED67,32085,066-17,746-21%$5.0M$3.9M-$1.1M2026-10-15
Chicago Partners Investment Group LLC
INCREASED66,04610,912+55,134+505%$632.7K$3.8M+$3.2M2026-10-27
BIP Wealth, LLC
DECREASED66,02584,021-17,996-21%$4.9M$3.8M-$1.1M2026-10-22
Entrust Financial LLC
INCREASED64,98319,330+45,653+236%$1.1M$3.7M+$2.6M2026-11-04
Journey Advisory Group, LLC
INCREASED63,55957,970+5,589+10%$3.4M$3.7M+$284.6K2026-11-04
4Wealth Advisors, Inc.
INCREASED63,10156,994+6,107+11%$3.3M$3.6M+$312.2K2026-10-13
Seven Mile Advisory
INCREASED62,67361,101+1,572+3%$3.6M$3.6M+$51.4K2026-10-22
HB Wealth Management, LLC
INCREASED62,29851,402+10,896+21%$3.0M$3.6M+$594.3K2026-10-23
Sage Rhino Capital LLC
INCREASED60,09657,674+2,422+4%$3.4M$3.5M+$102.5K2026-10-28
Pacific Park Financial, Inc.
INCREASED58,81550,939+7,876+15%$3.0M$3.4M+$420.7K2026-10-13
Access Investment Management LLC
NEW58,697—+58,697——$3.4M—2026-10-23
Miller Financial Services LLC
INCREASED58,65756,634+2,023+4%$3.3M$3.4M+$80.2K2026-10-20
First Pacific Financial
INCREASED57,9854,170+53,815+1291%$242.7K$3.3M+$3.1M2026-10-14
Bdfs Capital LLC
INCREASED57,45956,476+983+2%$3.3M$3.3M+$20.4K2026-10-14
MGO One Seven LLC
INCREASED57,30035,760+21,540+60%$2.1M$3.3M+$1.2M2026-10-28
Physician Wealth Advisors, Inc.
NEW56,868—+56,868——$3.3M—2026-10-20
Pinnacle Bancorp, Inc.
INCREASED56,34943,258+13,091+30%$2.5M$3.2M+$725.8K2026-10-21
Index Fund Advisors, Inc.
INCREASED56,29655,843+453+1%$3.3M$3.2M-$9.7K2026-11-05
Oak Grove Capital LLC
DECREASED56,20058,200-2,000-3%$3.4M$3.2M-$152.4K2026-10-09
National Wealth Management Group, LLC
NEW55,819—+55,819——$3.2M—2026-10-26
Rockingstone Advisors LLC
DECREASED55,670109,550-53,880-49%$6.4M$3.2M-$3.2M2026-10-16
Colony Family Offices, LLC
DECREASED55,54858,174-2,626-5%$3.4M$3.2M-$188.4K2026-10-22
Accurate Wealth Management, LLC
INCREASED55,25848,610+6,648+14%$2.8M$3.2M+$359.9K2026-10-20
Titan Investment Management LLC
DECREASED54,66464,514-9,850-15%$3.8M$3.1M-$608.3K2026-10-22
Lionshead Wealth Management, LLC
INCREASED54,55354,233+320+1%$3.2M$3.1M-$16.3K2026-10-21
Mills Wealth Advisors LLC
INCREASED53,95851,302+2,656+5%$3.0M$3.1M+$120.1K2026-10-22
LifeGuide Financial Advisors, LLC
INCREASED51,28644,329+6,957+16%$2.6M$3.0M+$372.1K2026-10-20
Brooklyn FI, LLC
NEW50,826—+50,826——$2.9M—2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED50,78548,378+2,407+5%$2.8M$2.9M+$112.5K2026-10-16
Successful Portfolios LLC
DECREASED50,77151,663-892-2%$3.0M$2.9M-$81.5K2026-10-09
Archford Capital Strategies, LLC
DECREASED50,29898,525-48,227-49%$5.7M$2.9M-$2.8M2026-10-19
Security Financial Services, Inc.
INCREASED50,10741,961+8,146+19%$2.4M$2.9M+$442.0K2026-10-29
rebel Financial LLC
NEW49,132—+49,132——$2.8M—2026-11-04
Impact Investors, Inc
DECREASED47,95969,603-21,644-31%$4.1M$2.8M-$1.3M2026-11-02
Atria Investments, Inc
INCREASED46,87534,261+12,614+37%$2.0M$2.7M+$704.1K2026-10-15
Transcendent Capital Group LLC
INCREASED46,20142,853+3,348+8%$2.5M$2.7M+$165.3K2026-10-28
First Horizon Corp
INCREASED46,09940,938+5,161+13%$2.4M$2.7M+$270.9K2026-10-26
AmeriServ Wealth Advisors
DECREASED45,76465,185-19,421-30%$3.8M$2.6M-$1.2M2026-10-21
Clarity Capital Advisors, LLC
INCREASED44,17941,712+2,467+6%$2.4M$2.5M+$115.3K2026-10-27
Sepio Capital, LP
DECREASED44,12245,210-1,088-2%$2.6M$2.5M-$91.6K2026-10-22
Breakwater Investment Management
DECREASED43,41752,468-9,051-17%$3.1M$2.5M-$554.6K2026-10-20
Titleist Asset Management, LLC
DECREASED43,273174,537-131,264-75%$10.2M$2.5M-$7.7M2026-10-08
Moody National Bank Trust Division
UNCHANGED43,21943,21900%$2.5M$2.5M-$27.7K2026-10-06
AGF Management LTD
INCREASED42,91527,030+15,885+59%$1.6M$2.5M+$897.0K2026-11-03
Buck Wealth Strategies, LLC
INCREASED42,52739,615+2,912+7%$2.3M$2.4M+$142.3K2026-10-28
Spectrum Planning & Advisory Services Inc.
NEW42,459—+42,459——$2.4M—2026-11-05
Five Pine Wealth Management
INCREASED42,45527,541+14,914+54%$1.6M$2.4M+$840.8K2026-10-20
Mountain Pacific Investment Advisers LLC
UNCHANGED42,43742,43700%$2.5M$2.4M-$27.2K2026-10-29
Glass Jacobson Investment Advisors llc
DECREASED41,44642,387-941-2%$2.5M$2.4M-$81.3K2026-10-26
PFG Advisors
INCREASED41,14338,824+2,319+6%$2.3M$2.4M+$108.7K2026-10-16
Legacy Wealth Asset Management, LLC
INCREASED40,40529,851+10,554+35%$1.7M$2.3M+$588.4K2026-10-09
SBI Securities Co., Ltd.
INCREASED39,79825,885+13,913+54%$1.5M$2.3M+$784.3K2026-10-22
Bryn Mawr Trust Advisors, LLC
INCREASED39,61333,170+6,443+19%$1.9M$2.3M+$349.6K2026-11-04
Birchbrook, Inc.
INCREASED39,58037,968+1,612+4%$2.2M$2.3M+$68.5K2026-10-14
Welch Group, LLC
DECREASED39,03465,275-26,241-40%$3.8M$2.2M-$1.6M2026-10-29
Kitching Partners, LLC
INCREASED38,94421,958+16,986+77%$1.3M$2.2M+$963.4K2026-11-02
Ridgewood Investments LLC
DECREASED38,89239,980-1,088-3%$2.3M$2.2M-$88.2K2026-10-05
MBA Advisors LLC
DECREASED38,39941,460-3,061-7%$2.4M$2.2M-$202.7K2026-10-29
American National Bank & Trust
INCREASED36,72032,569+4,151+13%$1.9M$2.1M+$218.2K2026-10-07
Rinkey Investments
INCREASED36,56935,656+913+3%$2.1M$2.1M+$29.7K2026-10-28
Davidson Kahn Capital Management, LLC
NEW36,400—+36,400——$2.1M—2026-10-26
Triad Investment Management
INCREASED35,70835,516+192+1%$2.1M$2.1M-$11.7K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED35,54036,006-466-1%$2.1M$2.0M-$49.9K2026-11-05
Shayne & Jacobs, LLC
UNCHANGED34,83534,83500%$2.0M$2.0M-$22.3K2026-10-21
LJI Wealth Management, LLC
UNCHANGED33,76133,76100%$2.0M$1.9M-$21.6K2026-10-28
Baker Ellis Asset Management LLC
NEW33,701—+33,701——$1.9M—2026-10-14
Prudent Investor Advisors, LLC
NEW33,658—+33,658——$1.9M—2026-10-22
Fund Evaluation Group, LLC
UNCHANGED33,18233,18200%$1.9M$1.9M-$21.2K2026-11-05
Orgel Wealth Management, LLC
DECREASED32,89635,958-3,062-9%$2.1M$1.9M-$199.3K2026-10-14
Grove Street Fiduciary, LLC
DECREASED32,76941,709-8,940-21%$2.4M$1.9M-$541.3K2026-10-13
First County Bank
DECREASED32,65636,154-3,498-10%$2.1M$1.9M-$224.5K2026-10-13
eCIO, Inc.
INCREASED32,42631,897+529+2%$1.9M$1.9M+$8.3K2026-11-02
Schulz Wealth, Ltd.
DECREASED31,99161,505-29,514-48%$3.6M$1.8M-$1.7M2026-11-03
Arkansas Financial Group, Inc.
INCREASED31,84722,848+8,999+39%$1.3M$1.8M+$503.4K2026-10-26
First Bancorp, Inc
INCREASED31,41130,020+1,391+5%$1.7M$1.8M+$60.9K2026-10-26
Obsidian CIO, LLC
INCREASED30,02722,857+7,170+31%$1.3M$1.7M+$398.1K2026-11-05
Arena Capital Advisors, LLC- CA
UNCHANGED30,00030,00000%$1.7M$1.7M-$19.2K2026-10-28
Frontier Asset Management, LLC
INCREASED29,88024,950+4,930+20%$1.5M$1.7M+$267.8K2026-10-28
Thrive Capital Management, LLC
INCREASED29,71313,452+16,261+121%$782.9K$1.7M+$927.4K2026-10-28
Greenspring Advisors, LLC
INCREASED29,63219,086+10,546+55%$1.1M$1.7M+$594.8K2026-11-05
Obermeyer Wealth Partners
NEW29,364—+29,364——$1.7M—2026-10-21
Wise Wealth Partners
DECREASED29,35960,986-31,627-52%$3.5M$1.7M-$1.9M2026-10-14
Evansbrook LLC
UNCHANGED29,29729,29700%$1.7M$1.7M-$18.8K2026-10-16
Partners Wealth Management, LLC
NEW29,039—+29,039——$1.7M—2026-10-28
Parkway Wealth Management Group, LLC
INCREASED29,03927,817+1,222+4%$1.6M$1.7M+$52.5K2026-10-20
Independent Financial Group, LLC
INCREASED28,34216,816+11,526+69%$978.7K$1.6M+$652.7K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED28,21532,960-4,745-14%$1.9M$1.6M-$294.2K2026-10-20
VestGen Advisors, LLC
INCREASED28,17227,307+865+3%$1.6M$1.6M+$32.3K2026-10-27
Trek Financial, LLC
INCREASED28,14019,618+8,522+43%$1.1M$1.6M+$478.0K2026-10-29
Wedmont Private Capital
DECREASED28,02755,448-27,421-49%$3.2M$1.6M-$1.6M2026-10-09
RS Crum Inc.
UNCHANGED27,94427,94400%$1.6M$1.6M-$17.9K2026-10-19
Flagship Wealth Advisors, LLC
DECREASED27,81728,971-1,154-4%$1.7M$1.6M-$85.0K2026-11-03
D.A. Davidson & Co.
INCREASED27,8075,329+22,478+422%$310.1K$1.6M+$1.3M2026-10-28
Barton Investment Management
INCREASED27,66925,934+1,735+7%$1.5M$1.6M+$83.3K2026-10-27
Intelligence Driven Advisers, LLC
DECREASED27,53541,622-14,087-34%$2.4M$1.6M-$837.5K2026-10-09
Gibraltar Capital Management, Inc.
INCREASED27,48924,022+3,467+14%$1.4M$1.6M+$184.2K2026-10-27
HUB Investment Partners, LLC
INCREASED27,24214,636+12,606+86%$851.8K$1.6M+$716.3K2026-11-03
Visionary Wealth Advisors
INCREASED27,03625,952+1,084+4%$1.5M$1.6M+$45.8K2026-11-04
Centurion Wealth Management LLC
INCREASED26,73026,014+716+3%$1.5M$1.5M+$24.6K2026-10-13
Axxcess Wealth Management, LLC
DECREASED26,725261,047-234,322-90%$15.2M$1.5M-$13.7M2026-10-21
Valeo Financial Advisors, LLC
DECREASED26,71036,204-9,494-26%$2.1M$1.5M-$569.6K2026-10-08
Hegarty Advisors, LLC
DECREASED26,44127,180-739-3%$1.6M$1.5M-$59.9K2026-10-20
Midwest Trust Co
NEW26,304—+26,304——$1.5M—2026-10-22
Concurrent Investment Advisors, LLC
INCREASED25,76222,668+3,094+14%$1.3M$1.5M+$163.6K2026-10-16
Hartline Investment Corp/
NEW25,500—+25,500——$1.5M—2026-10-29
Connecticut Wealth Management, LLC
UNCHANGED25,35025,35000%$1.5M$1.5M-$16.2K2026-10-13
IFP Advisors, Inc
DECREASED24,79326,494-1,701-6%$1.5M$1.4M-$114.9K2026-10-16
Steele Capital Management, Inc.
DECREASED24,78635,336-10,550-30%$2.1M$1.4M-$629.9K2026-11-02
Mezzasalma Advisors, LLC
NEW24,619—+24,619——$1.4M—2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED24,47625,225-749-3%$1.5M$1.4M-$59.3K2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED23,67323,544+129+1%$1.4M$1.4M-$7.7K2026-11-04
Meridian Wealth Management, LLC
INCREASED23,33322,881+452+2%$1.3M$1.3M+$11.4K2026-11-05
Redw Wealth LLC
DECREASED23,04128,775-5,734-20%$1.7M$1.3M-$348.5K2026-11-02
Vertrix Wealth Management, LLC
INCREASED22,88321,853+1,030+5%$1.3M$1.3M+$45.3K2026-10-13
Aspiriant, LLC
INCREASED22,80918,267+4,542+25%$1.1M$1.3M+$249.7K2026-10-16
Exchange Traded Concepts, LLC
INCREASED22,4234,104+18,319+446%$238.9K$1.3M+$1.1M2026-10-28
Kuhn & Co Investment Counsel
DECREASED22,32036,780-14,460-39%$2.1M$1.3M-$855.9K2026-10-29
True Private Wealth Advisors
DECREASED22,30328,285-5,982-21%$1.6M$1.3M-$362.4K2026-10-19
Noble Family Wealth, LLC
INCREASED22,11111,526+10,585+92%$670.8K$1.3M+$601.9K2026-10-26
Balboa Wealth Partners
DECREASED22,02231,127-9,105-29%$1.8M$1.3M-$544.0K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED21,93515,820+6,115+39%$920.7K$1.3M+$341.9K2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED21,82927,975-6,146-22%$1.6M$1.3M-$371.7K2026-11-05
Davenport & Co LLC
DECREASED21,75324,165-2,412-10%$1.4M$1.3M-$154.3K2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED21,56418,824+2,740+15%$1.1M$1.2M+$145.7K2026-11-05
Advanced Asset Management Advisors Inc
INCREASED21,53021,183+347+2%$1.2M$1.2M+$6.4K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED21,44814,963+6,485+43%$870.9K$1.2M+$363.7K2026-10-13
United Community Bank
INCREASED20,92020,775+145+1%$1.2M$1.2M-$5.0K2026-10-28
Fullerton Advisors, LLC
DECREASED20,55120,799-248-1%$1.2M$1.2M-$27.6K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
INCREASED20,47316,996+3,477+20%$989.2K$1.2M+$189.3K2026-10-15
Anchor Capital Advisors LLC
UNCHANGED20,44020,44000%$1.2M$1.2M-$13.1K2026-11-05
Cypress Capital, LLC
DECREASED20,397216,254-195,857-91%$12.6M$1.2M-$11.4M2026-10-20
D.B. Root & Company, LLC
INCREASED20,37318,369+2,004+11%$1.1M$1.2M+$103.6K2026-11-04
Synergy Asset Management, LLC
NEW20,340—+20,340——$1.2M—2026-11-05
CoreCap Advisors, LLC
INCREASED20,33419,437+897+5%$1.1M$1.2M+$39.2K2026-10-08
TrueWealth Advisors, LLC
DECREASED20,23221,279-1,047-5%$1.2M$1.2M-$73.9K2026-10-09
Sowell Financial Services LLC
DECREASED20,20020,870-670-3%$1.2M$1.2M-$51.9K2026-10-23
Verus Financial Partners, Inc.
DECREASED20,15923,659-3,500-15%$1.4M$1.2M-$216.6K2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED20,00020,00000%$1.2M$1.2M-$12.8K2026-10-09
Inlight Wealth Management, LLC
INCREASED19,93816,825+3,113+19%$979.2K$1.1M+$168.4K2026-10-21
DB Fitzpatrick & Co, Inc
INCREASED19,79216,284+3,508+22%$947.7K$1.1M+$191.5K2026-10-19
Hardin Capital Partners, LLC
INCREASED19,62119,468+153+1%$1.1M$1.1M-$3.9K2026-10-09
Ares Financial Consulting, LLC
INCREASED19,30915,111+4,198+28%$879.5K$1.1M+$232.0K2026-10-19
StoneX Group Inc.
INCREASED19,21117,386+1,825+11%$1.0M$1.1M+$96.5K2026-11-03
SAX Wealth Advisors, LLC
DECREASED19,05719,283-226-1%$1.1M$1.1M-$32.0K2026-10-13
Absolute Capital Management, LLC
DECREASED19,03219,042-100%$1.1M$1.1M-$12.8K2026-10-16
Belleair Asset Management, LLC
DECREASED18,71119,241-530-3%$1.1M$1.1M-$42.8K2026-11-03
Great Waters Wealth Management
DECREASED18,66318,927-264-1%$1.1M$1.1M-$27.4K2026-10-07
Planning Strategies Inc.
DECREASED18,40019,265-865-4%$1.1M$1.1M-$62.1K2026-10-02
Quartz Partners, LLC
INCREASED18,1976,522+11,675+179%$379.6K$1.0M+$667.9K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED18,08518,467-382-2%$1.1M$1.0M-$33.8K2026-10-22
Compass Ion Advisors, LLC
DECREASED17,94618,736-790-4%$1.1M$1.0M-$57.5K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED17,32518,195-870-5%$1.1K$997-$622026-10-27
MBE Wealth Management, LLC
DECREASED17,10518,128-1,023-6%$1.1M$984.6K-$70.5K2026-10-26
Strata Wealth Advisors, LLC
DECREASED17,050865,062-848,012-98%$50.3M$981.4K-$49.4M2026-10-16
Harbor Investment Advisory, LLC
DECREASED17,02918,614-1,585-9%$1.1M$980.2K-$103.1K2026-10-13
CWA Asset Management Group, LLC
INCREASED16,84716,627+220+1%$967.7K$969.7K+$2.0K2026-10-19
Valpey Financial Services, LLC
INCREASED16,57016,109+461+3%$937.6K$953.8K+$16.2K2026-10-30
Washington Capital Management, Inc
INCREASED16,4358,435+8,000+95%$490.9K$946.0K+$455.1K2026-10-19
Silverlake Wealth Management LLC
DECREASED16,30617,466-1,160-7%$1.0M$938.6K-$77.9K2026-10-21
626 Financial, LLC
DECREASED16,14019,830-3,690-19%$1.2M$929.0K-$225.1K2026-11-04
Sovran Advisors, LLC
DECREASED15,35615,928-572-4%$925.1K$888.3K-$36.9K2026-11-02
Roth Financial Partners LLC
INCREASED15,08010,120+4,960+49%$589.0K$868.0K+$279.0K2026-10-06
Balance Wealth Partners LLC
NEW15,052—+15,052——$866.4K—2026-10-27
KRM Wealth Management L.L.C.
DECREASED15,03315,182-149-1%$883.6K$865.3K-$18.3K2026-11-02
West Paces Advisors Inc.
UNCHANGED14,90514,90500%$867.5K$857.9K-$9.5K2026-10-13
Summit Global Investments
DECREASED14,59020,023-5,433-27%$1.2M$840-$1.2M2026-10-28
Trinity Wealth Management, LLC
INCREASED14,40814,090+318+2%$820.0K$829.3K+$9.3K2026-10-13
FSM Wealth Advisors, LLC
INCREASED14,3037,840+6,463+82%$456.3K$823.4K+$367.1K2026-10-27
XML Financial, LLC
INCREASED14,1747,111+7,063+99%$413.9K$815.9K+$402.0K2026-10-29
Fifth Third Securities, Inc.
INCREASED14,14013,529+611+5%$787.4K$813.9K+$26.5K2026-10-21
Glenview Trust Co
UNCHANGED13,97113,97100%$813.1K$804.2K-$8.9K2026-10-28
Independent Wealth Network Inc.
INCREASED13,95712,173+1,784+15%$708.5K$803.4K+$94.9K2026-10-19
Iams Wealth Management, LLC
DECREASED13,89015,893-2,003-13%$925.0K$799.5K-$125.5K2026-10-15
Verus Wealth Management, LLC
NEW13,831—+13,831——$796.1K—2026-10-13
Armstrong Advisory Group, Inc
DECREASED13,79314,494-701-5%$843.6K$793.9K-$49.6K2026-10-09
AlphaCore Capital LLC
INCREASED13,7141,600+12,114+757%$93.1K$789.4K+$696.3K2026-11-04
Aegon USA Investment Management, LLC
UNCHANGED13,50013,50000%$785.7K$777.1K-$8.6K2026-10-30
Eagle Strategies LLC
INCREASED13,44612,946+500+4%$753.4K$773.9K+$20.5K2026-10-16
Oppenheimer & Co Inc
DECREASED13,42553,549-40,124-75%$3.1M$772.7K-$2.3M2026-10-26
Founders Financial Securities LLC
DECREASED13,32114,535-1,214-8%$845.9K$766.8K-$79.2K2026-10-28
Braun-Bostich & Associates Inc.
DECREASED13,26913,293-240%$773.7K$763.8K-$9.9K2026-10-20
Columbus Macro, LLC
NEW13,260—+13,260——$763.2K—2026-10-14
Physician Wealth Solutions Inc.
INCREASED13,1969,594+3,602+38%$558.4K$759.6K+$201.2K2026-10-14
Modera Wealth Management, LLC
INCREASED13,1097,938+5,171+65%$462.0K$754.6K+$292.6K2026-10-28
Sellwood Investment Partners LLC
INCREASED12,92512,465+460+4%$725.5K$744.0K+$18.5K2026-11-03
Univest Financial Corp
DECREASED12,69312,763-70-1%$742.8K$730.6K-$12.2K2026-11-05
Pictet North America Advisors SA
UNCHANGED12,60012,60000%$733.3K$725.3K-$8.1K2026-10-21
Defined Wealth Management, LLC
DECREASED12,57612,583-70%$732.4K$723.9K-$8.5K2026-10-19
Allstreet Capital Advisors LLC
DECREASED12,55013,328-778-6%$775.7K$722.4K-$53.3K2026-11-04
Amicus Financial Advisors, LLC
INCREASED12,49512,491+4+0%$727.0K$719.2K-$7.7K2026-11-03
McAdam, LLC
INCREASED12,42710,265+2,162+21%$597.4K$715.3K+$117.8K2026-10-21
Kingdom Financial Group Llc.
INCREASED12,3231,609+10,714+666%$93.6K$709.3K+$615.7K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED11,96215,627-3,665-23%$909.5K$688.6K-$220.9K2026-10-30
Woodward Diversified Capital, LLC
INCREASED11,8518,242+3,609+44%$479.7K$682.1K+$202.5K2026-10-21
Evanson Financial, LLC
INCREASED11,83110,916+915+8%$635.3K$681.0K+$45.7K2026-10-23
Towneley Capital Management, Inc / de
INCREASED11,78711,681+106+1%$679.8K$678.5K-$1.3K2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED11,77412,197-423-3%$709.9K$677.7K-$32.2K2026-11-02
Diversify Advisory Services, LLC
DECREASED11,57312,215-642-5%$708.7K$666.9K-$41.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED11,57312,215-642-5%$708.7K$666.9K-$41.9K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED11,37412,994-1,620-12%$756.2K$654.7K-$101.5K2026-10-08
Ritholtz Wealth Management
DECREASED11,22111,547-326-3%$672.0K$645.9K-$26.2K2026-11-05
Graetz Wealth LLC
NEW11,212—+11,212——$645.4K—2026-10-27
First Interstate Bank
NEW11,140—+11,140——$641.2K—2026-10-23
Stonekeep Investments, LLC
INCREASED11,06910,709+360+3%$623$637.1K+$636.5K2026-10-15
Albion Financial Group
INCREASED11,04510,973+72+1%$638.6K$635.8K-$2.9K2026-10-21
Financial Partners Group, Inc
DECREASED10,92612,986-2,060-16%$755.8K$628.9K-$126.9K2026-10-19
TMB Capital Partners, LLC
DECREASED10,82811,420-592-5%$664.6K$623.3K-$41.4K2026-10-20
CFG Wealth Management Services, Inc.
UNCHANGED10,74610,74600%$629.1K$617.7K-$11.3K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED10,67110,323+348+3%$600.8K$614.2K+$13.4K2026-10-14
Choreo, LLC
INCREASED10,6198,663+1,956+23%$504.2K$611.2K+$107.0K2026-10-28
Leuthold Group, LLC
DECREASED10,42510,630-205-2%$618.7K$600.1K-$18.6K2026-11-04
Avestar Capital, LLC
DECREASED10,38016,506-6,126-37%$960.6K$597.4K-$363.2K2026-10-28
BancFirst Trust & Investment Management
INCREASED10,2919,541+750+8%$555.8K$592.3K+$36.6K2026-10-30
Key Capital Management, Inc
INCREASED10,1936,647+3,546+53%$386.9K$586.7K+$199.9K2026-11-03
Wealth Forward, LLC
NEW10,171—+10,171——$585.4K—2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED10,17010,17000%$591.9K$585.4K-$6.5K2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED10,13010,069+61+1%$586.0K$583.1K-$2.9K2026-10-26
Lake Hills Wealth Management, LLC
UNCHANGED10,10410,10400%$588.1K$581.6K-$6.5K2026-10-07
Lauer Wealth, LLC
DECREASED10,08540,943-30,858-75%$2.4M$580.6K-$1.8M2026-10-13
Brighton Jones LLC
INCREASED9,9567,800+2,156+28%$454.0K$573.1K+$119.1K2026-11-03
Meitav Investment House LTD
DECREASED9,90711,448-1,541-13%$665.2K$568.9K-$96.3K2026-10-28
Parallel Advisors, LLC
INCREASED9,8898,027+1,862+23%$467.2K$569.2K+$102.0K2026-11-03
King Luther Capital Management Corp
DECREASED9,86537,695-27,830-74%$2.2M$567.8K-$1.6M2026-11-05
Mainsail Financial Group, LLC
INCREASED9,8209,320+500+5%$542.4K$565.2K+$22.8K2026-10-23
Western Reserve Capital Management, LLC
INCREASED9,7596,172+3,587+58%$359.2K$561.7K+$202.5K2026-10-14
Monument Group Wealth Advisors, LLC
INCREASED9,5051,611+7,894+490%$601.0K$547.1K-$53.8K2026-10-21
Sard Wealth Management Group, LLC
NEW9,309—+9,309——$535.8K—2026-10-16
North Star Investment Management Corp.
INCREASED9,3018,506+795+9%$495.0K$535.4K+$40.3K2026-10-27
Klingman & Associates, LLC
UNCHANGED9,2739,27300%$539.7K$533.8K-$5.9K2026-10-20
ETF Portfolio Partners, Inc.
DECREASED9,20821,284-12,076-57%$1.2M$530.0K-$708.7K2026-10-22
Chesley Taft & Associates LLC
DECREASED9,2059,870-665-7%$574.4K$529.8K-$44.6K2026-10-13
Veracity Capital LLC
DECREASED9,18910,381-1,192-11%$604.2K$528.9K-$75.3K2026-10-08
Carroll Advisory Group, LLC
INCREASED9,0829,039+43+0%$526.1K$522.8K-$3.3K2026-10-16
M Holdings Securities, Inc.
NEW8,954—+8,954——$517—2026-11-03
L.K. Benson & Company, P.C.
INCREASED8,9157,706+1,209+16%$448.5K$513.2K+$64.7K2026-10-23
Indivisible Partners
NEW8,904—+8,904——$512.5K—2026-10-26
Cullen T Bankers, Inc.
DECREASED8,8659,066-201-2%$527.6K$510.3K-$17.4K2026-10-28
D'Orazio & Associates, Inc.
DECREASED8,8409,401-561-6%$547.1K$508.8K-$38.3K2026-11-04
Embree Financial Group
DECREASED8,74611,272-2,526-22%$656.0K$503.4K-$152.6K2026-10-22
Winter & Associates, Inc.
DECREASED8,73211,131-2,399-22%$647.8K$503.3K-$144.5K2026-10-23
Chapin Davis, Inc.
INCREASED8,7068,702+4+0%$506.5K$501.1K-$5.3K2026-10-09
Prairiewood Capital, LLC
DECREASED8,70210,100-1,398-14%$587.8K$500.9K-$86.9K2026-10-16
Navigation Wealth Management, Inc.
DECREASED8,6989,236-538-6%$537.5K$500.6K-$37.0K2026-11-03
Doliver Advisors, LP
INCREASED8,6808,601+79+1%$500.6K$499.6K-$9862026-10-01
Apollon Financial, LLC
DECREASED8,65814,394-5,736-40%$837.7K$498.3K-$339.4K2026-10-23
Bell Bank
UNCHANGED8,6408,64000%$502.8K$497.3K-$5.5K2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED8,5707,971+599+8%$463.9K$493.3K+$29.4K2026-11-02
Keybank National Association
DECREASED8,5628,702-140-2%$506.5K$492.8K-$13.6K2026-11-04
Manchester Capital Management LLC
DECREASED8,52070,520-62,000-88%$4.1M$490.4K-$3.6M2026-10-22
Compound Planning, Inc.
DECREASED8,4318,587-156-2%$499.8K$485.3K-$14.5K2026-11-05
Whalen Wealth Management Inc.
INCREASED8,4238,371+52+1%$487.2K$484.8K-$2.4K2026-10-08
Core Wealth Partners LLC
DECREASED8,2668,972-706-8%$522.2K$475.8K-$46.4K2026-11-02
Mustard Seed Financial, LLC
INCREASED8,2217,962+259+3%$463.4K$473.2K+$9.8K2026-10-30
Eastern Bank
DECREASED8,20510,136-1,931-19%$589.9K$472.3K-$117.6K2026-10-05
Ignite Planners, LLC
INCREASED7,9797,567+412+5%$440.4K$460.5K+$20.1K2026-10-14
SeaBridge Investment Advisors LLC
DECREASED7,95619,558-11,602-59%$1.1M$458.0K-$680.3K2026-11-02
Valley Wealth Managers, Inc.
DECREASED7,9389,391-1,453-15%$546.6K$456.9K-$89.6K2026-10-09
CJM Wealth Advisers, Ltd.
UNCHANGED7,9017,90100%$459.8K$454.8K-$5.1K2026-10-27
Aries Wealth Management
UNCHANGED7,8907,89000%$459.2K$454.1K-$5.1K2026-10-23
Seizert Capital Partners, LLC
UNCHANGED7,8067,80600%$454.3K$449.3K-$5.0K2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED7,7307,560+170+2%$440.0K$444.9K+$4.9K2026-11-02
Sound Portfolio Advisors, LLC
INCREASED7,7105,556+2,154+39%$323.4K$443.8K+$120.4K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED7,7057,408+297+4%$429.7K$444.1K+$14.4K2026-10-21
Washington Trust Bank
NEW7,683—+7,683——$442.2K—2026-11-03
R. W. Roge & Company, Inc.
DECREASED7,6368,070-434-5%$469.0K$440-$468.6K2026-11-04
True Link Financial Advisors, LLC
DECREASED7,5647,587-230%$441.6K$435.4K-$6.2K2026-10-27
Trinity Financial Advisors LLC
NEW7,557—+7,557——$435.0K—2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED7,5513,393+4,158+123%$197.5K$434.6K+$237.2K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED7,5405,362+2,178+41%$312.0K$434.0K+$121.9K2026-10-14
Selective Wealth Management, Inc.
DECREASED7,4978,120-623-8%$472.0K$432.0K-$40.0K2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED7,4226,162+1,260+20%$358.6K$427.2K+$68.6K2026-10-15
NBH Bank
INCREASED7,3476,876+471+7%$400.2K$422.9K+$22.7K2026-11-05
IVC Wealth Advisors LLC
INCREASED7,3135,927+1,386+23%$345.0K$420.9K+$76.0K2026-10-23
Vicus Capital
INCREASED7,2447,179+65+1%$417.8K$417.0K-$8212026-11-05
Florida Trust Wealth Management Co
INCREASED7,1917,108+83+1%$413.7K$413.9K+$2282026-11-05
Flagship Harbor Advisors, LLC
DECREASED7,14339,328-32,185-82%$2.3M$411.1K-$1.9M2026-10-26
Wedbush Securities Inc
NEW7,065—+7,065——$407—2026-10-22
Carter Financial Group, Inc.
INCREASED7,0436,297+746+12%$366.5K$405.4K+$38.9K2026-10-21
First Heartland Consultants, Inc.
INCREASED6,9956,495+500+8%$378.0K$402.6K+$24.6K2026-10-08
Avant Financial Advisors LLC
INCREASED6,8585,647+1,211+21%$328.7K$394.8K+$66.1K2026-11-02
US Bancorp \de\
INCREASED6,8426,604+238+4%$384.4K$393.8K+$9.5K2026-11-05
Avion Wealth
DECREASED6,8377,076-239-3%$411.0K$393-$410.6K2026-11-04
Chris Bulman Inc
DECREASED6,7498,473-1,724-20%$493.1K$388.5K-$104.7K2026-10-20
Strid Group, LLC
NEW6,703—+6,703——$385.8K—2026-10-28
RFG Advisory, LLC
DECREASED6,70315,304-8,601-56%$890.7K$385.8K-$504.9K2026-11-03
Essential Planning, Llc.
DECREASED6,6627,525-863-11%$438.0K$383.5K-$54.5K2026-10-21
Burton Enright Welch
DECREASED6,6537,138-485-7%$415.4K$382.9K-$32.5K2026-11-04
TrustWell Financial Advisors, LLC
DECREASED6,6156,822-207-3%$397.0K$380.7K-$16.3K2026-10-15
Madrid Wealth Management, LLC
INCREASED6,6045,281+1,323+25%$307.4K$380.1K+$72.7K2026-10-23
My Personal CFO, LLC
DECREASED6,5246,720-196-3%$391.1K$375.5K-$15.6K2026-10-14
LifeWealth Investments, LLC
INCREASED6,4363,624+2,812+78%$210.9K$370.5K+$159.6K2026-10-21
Capstone Wealth Management Group, Inc.
DECREASED6,4296,561-132-2%$381.8K$370.1K-$11.8K2026-10-19
Alterna Wealth Management, Inc
NEW6,373—+6,373——$366.8K—2026-10-27
Intergy Private Wealth, LLC
INCREASED6,1715,341+830+16%$310.8K$355.2K+$44.4K2026-10-16
Venture Visionary Partners LLC
DECREASED6,0807,172-1,092-15%$417.4K$350.0K-$67.4K2026-10-07
Wells Financial Advisors Inc
UNCHANGED6,0506,05000%$352.1K$348.2K-$3.9K2026-11-02
Hurlow Wealth Management Group, Inc.
INCREASED6,0455,977+68+1%$347.9K$348.0K+$892026-10-29
Weil Company, Inc.
NEW6,008—+6,008——$345.8K—2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED6,0008,500-2,500-29%$494.7K$345.4K-$149.3K2026-10-30
Asset One Wealth Management LLC
DECREASED5,91352,892-46,979-89%$3.1M$340.4K-$2.7M2026-11-02
Simon Quick Advisors, LLC
INCREASED5,8963,914+1,982+51%$227.8K$339.4K+$111.6K2026-10-26
United Advisor Group, LLC
INCREASED5,7475,022+725+14%$292.3K$330.8K+$38.5K2026-11-03
CX Institutional
DECREASED5,73212,787-7,055-55%$744$330-$4142026-10-02
Lodestone Wealth Management LLC
INCREASED5,71960+5,659+9432%$3.5K$329.2K+$325.7K2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED5,6365,040+596+12%$293.3K$324.4K+$31.1K2026-11-02
Founders Grove Wealth Partners, LLC
DECREASED5,5986,172-574-9%$359.2K$322.2K-$37.0K2026-10-16
Kingswood Wealth Advisors, LLC
DECREASED5,5985,703-105-2%$331.9K$322.2K-$9.7K2026-10-23
Enclave Advisors LLC
INCREASED5,5655,491+74+1%$319.6K$320.3K+$7482026-10-14
Courier Capital LLC
DECREASED5,5535,639-86-2%$328.2K$319.6K-$8.6K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED5,5516,069-518-9%$353.2K$319.5K-$33.7K2026-10-27
Trust Point Inc.
DECREASED5,4867,481-1,995-27%$435.4K$315.8K-$119.6K2026-10-27
Tempo Wealth, LLC
NEW5,473—+5,473——$315.0K—2026-10-14
Schear Investment Advisers, LLC
NEW5,473—+5,473——$315.0K—2026-10-14
Portland Financial Advisors Inc
INCREASED5,4593,909+1,550+40%$227.5K$314.2K+$86.7K2026-10-26
Evolution Wealth Advisors, LLC
NEW5,396—+5,396——$310.6K—2026-11-03
Clear Point Advisors Inc.
INCREASED5,3845,335+49+1%$310.5K$309.9K-$6122026-10-30
Kendall Capital Management
UNCHANGED5,3555,35500%$311.7K$308.2K-$3.4K2026-10-23
Approach Retirement Advisors, LLC
INCREASED5,3284,806+522+11%$279.7K$306.7K+$27.0K2026-10-22
Stirlingshire Investments, Inc.
INCREASED5,2735,261+12+0%$306.2K$303.5K-$2.7K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED5,2373,680+1,557+42%$214.4K$301.5K+$87.1K2026-10-13
Kaizen Financial Strategies
DECREASED5,2028,549-3,347-39%$496.0K$299.4K-$196.6K2026-10-09
Pekin Hardy Strauss, Inc.
INCREASED5,1803,680+1,500+41%$214.2K$298.2K+$84.0K2026-11-02
DMC Group, LLC
INCREASED5,1564,987+169+3%$290.2K$296.8K+$6.5K2026-10-26
Arcadia Investment Advisors LLC
UNCHANGED5,0685,06800%$295.0K$291.7K-$3.2K2026-10-13
Willow Creek Wealth Management Inc.
NEW5,028—+5,028——$289.4K—2026-10-26
AlphaStar Capital Management, LLC
NEW4,985—+4,985——$286.9K—2026-10-16
Waller Financial Planning Group, Inc
INCREASED4,9444,146+798+19%$241.3K$284.6K+$43.3K2026-10-07
Broussard Financial Group LLC
DECREASED4,89922,160-17,261-78%$1.3M$282.0K-$1.0M2026-10-26
Integrity Wealth Partners, LLC
NEW4,838—+4,838——$278.5K—2026-10-14
Fiduciary Financial Group, LLC
NEW4,826—+4,826——$277.8K—2026-10-13
Able Financial Group, LLC
UNCHANGED4,7704,77000%$277.6K$274.6K-$3.1K2026-10-14
Clearwave Capital, LLC
INCREASED4,7034,664+39+1%$271.5K$270.7K-$7302026-10-27
Meritas Wealth Management, LLC
INCREASED4,7004,474+226+5%$260.4K$270.5K+$10.1K2026-10-14
Prosperitas Financial LLC
NEW4,689—+4,689——$269.9K—2026-10-28
Rosenberg Matthew Hamilton
INCREASED4,675592+4,083+690%$34.5K$269.1K+$234.6K2026-10-05
Addis & Hill, Inc
UNCHANGED4,6174,61700%$268.7K$268.7K$02026-10-19
Ring Mountain Capital, LLC
NEW4,615—+4,615——$265.6K—2026-10-13
Root Financial Partners, LLC
NEW4,607—+4,607——$265.2K—2026-10-21
Guidance Capital, Inc
NEW4,605—+4,605——$265.8K—2026-11-03
21 West Wealth Management LLC
NEW4,596—+4,596——$264.5K—2026-10-13
Ellis Investment Partners, LLC
INCREASED4,4983,856+642+17%$224.5K$258.9K+$34.5K2026-10-21
Tompkins Financial Corp
UNCHANGED4,4674,46700%$260.0K$257.1K-$2.9K2026-10-05
E&G Advisors, LLC
UNCHANGED4,4254,42500%$257.5K$254.7K-$2.8K2026-10-13
Charis Legacy Partners, LLC
DECREASED4,4215,452-1,031-19%$317.3K$254.5K-$62.8K2026-10-22
Forvis Mazars Wealth Advisors, LLC
INCREASED4,2954,222+73+2%$245.7K$247.2K+$1.5K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED4,2864,526-240-5%$263.4K$246.7K-$16.7K2026-10-13
KFA Private Wealth Group, LLC
NEW4,225—+4,225——$243.2K—2026-10-07
Freestate Advisors LLC
INCREASED4,2214,173+48+1%$242.9K$243.0K+$712026-10-09
Black Diamond Financial, LLC
DECREASED4,1776,629-2,452-37%$385.8K$240.4K-$145.4K2026-10-26
Sunbeam Capital Management, LLC
DECREASED4,16812,769-8,601-67%$743.2K$239.9K-$503.2K2026-11-05
B.O.S.S. Retirement Advisors, LLC
NEW4,167—+4,167——$239.8K—2026-10-26
IMPACTfolio, LLC
INCREASED4,1224,090+32+1%$238.0K$237.2K-$7952026-10-28
Unique Wealth Strategies, LLC
UNCHANGED4,1164,11600%$239.6K$239.6K$02026-10-13
FCG Investment Co
DECREASED4,1084,919-811-16%$286.3K$236.5K-$49.8K2026-10-13
Fourpath Capital Management, LLC
UNCHANGED4,1064,10600%$239.0K$236.3K-$2.6K2026-10-19
Intrua Financial, LLC
DECREASED4,07610,335-6,259-61%$601.5K$234.6K-$366.9K2026-10-28
Capital Squared Financial LLC
NEW4,065—+4,065——$234.0K—2026-10-30
Laurel Wealth Advisors LLC
NEW4,040—+4,040——$232.5K—2026-10-27
Bank of New York Mellon Corp
NEW3,969—+3,969——$228.4K—2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED3,8913,874+17+0%$179.0K$224-$178.8K2026-11-04
Capital Wealth Alliance, LLC
DECREASED3,88711,262-7,375-65%$655.4K$223.7K-$431.7K2026-10-20
Moneywise, Inc.
NEW3,867—+3,867——$222.6K—2026-10-30
International Assets Investment Management, LLC
DECREASED3,8654,039-174-4%$234.3K$222.2K-$12.2K2026-11-02
Blueline Advisors LLC
INCREASED3,8432,378+1,465+62%$138.4K$221.2K+$82.8K2026-10-15
Uptown Financial Advisors LLC
NEW3,788—+3,788——$218.1K—2026-10-15
R2 Capital Strategies, LLC
DECREASED3,7604,298-538-13%$250.1K$216.4K-$33.7K2026-10-15
Versant Capital Management, Inc
INCREASED3,7583,748+10+0%$218.2K$216.3K-$1.9K2026-10-02
RCS Financial Planning, LLC
NEW3,729—+3,729——$214.7K—2026-10-14
Procyon Advisors, LLC
DECREASED3,7223,944-222-6%$229.5K$214.2K-$15.3K2026-10-21
Mann Financial Group, Inc.
NEW3,721—+3,721——$214.2K—2026-10-15
MidAtlantic Capital Management, Inc.
UNCHANGED3,6773,67700%$214.0K$211.6K-$2.4K2026-11-05
Meyer Handelman Co
UNCHANGED3,6443,64400%$212.1K$209.7K-$2.3K2026-10-28
Smart Wealth LLC
DECREASED3,63171,824-68,193-95%$4.2M$209.0K-$4.0M2026-11-04
Johnson Financial Group, LLC
UNCHANGED3,6293,62900%$211.2K$208.9K-$2.3K2026-11-03
Balefire, LLC
DECREASED3,6174,475-858-19%$260.4K$208.2K-$52.3K2026-10-09
Pinnacle Financial Group, LLC / IL
NEW3,613—+3,613——$207.9K—2026-10-29
SeaCrest Wealth Management, LLC
NEW3,612—+3,612——$207.9K—2026-10-21
Grandview Asset Management LLC
DECREASED3,6107,368-3,758-51%$428.8K$207.8K-$221.0K2026-10-19
Hanson & Doremus Investment Management
UNCHANGED3,6043,60400%$210.0K$207-$209.8K2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED3,5763,805-229-6%$221.5K$205.8K-$15.6K2026-10-30
Castleview Partners, LLC
DECREASED3,5363,545-90%$206.3K$203.5K-$2.8K2026-10-09
Register Financial Advisors LLC
UNCHANGED3,5003,50000%$203.7K$201.5K-$2.2K2026-10-23
Mcdonald Partners LLC
INCREASED3,443250+3,193+1277%$14.6K$198.2K+$183.6K2026-11-03
DecisionPoint Financial, LLC
DECREASED3,4064,350-944-22%$252.4K$195.8K-$56.6K2026-10-27
Jacobi Capital Management LLC
NEW3,218—+3,218——$185.2K—2026-11-05
Stone House Investment Management, LLC
DECREASED3,1776,689-3,512-52%$389.3K$182.9K-$206.4K2026-10-23
Cdkv Holdings LLC
UNCHANGED3,0323,03200%$176.5K$174.5K-$1.9K2026-10-28
Compass Financial Management LLC
DECREASED3,0193,310-291-9%$192.2K$173.8K-$18.5K2026-10-30
Archer Investment Corp
INCREASED2,8612,388+473+20%$139.0K$164.7K+$25.7K2026-11-05
General Partner, Inc.
INCREASED2,8002,700+100+4%$157.1K$161.2K+$4.0K2026-10-05
Latitude Advisors, LLC
NEW2,774—+2,774——$159.7K—2026-10-27
Ashurst Perkins Coie Trust Co
UNCHANGED2,5222,52200%$146.8K$145.2K-$1.6K2026-10-15
Ashton Thomas Securities, LLC
UNCHANGED2,5002,50000%$145.5K$143.9K-$1.6K2026-10-26
Spire Wealth Management
DECREASED2,4702,600-130-5%$151.3K$142.1K-$9.1K2026-10-30
Rossby Financial, LCC
INCREASED2,4481,640+808+49%$95.4K$140.9K+$45.5K2026-11-05
Westchester Capital Management, Inc.
UNCHANGED2,2952,29500%$133.6K$132.1K-$1.5K2026-10-23
Fairscale Capital, LLC
UNCHANGED2,0332,03300%$118.3K$117.8K-$5492026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED2,0002,00000%$116.4K$115.1K-$1.3K2026-10-16
Jcic Asset Management Inc.
DECREASED1,9853,410-1,425-42%$199.6K$114.3K-$85.4K2026-10-30
Signature Equity Partners, LLC
INCREASED1,8651,410+455+32%$82.1K$107.3K+$25.3K2026-10-29
Fairman Group, LLC
INCREASED1,846938+908+97%$54.6K$106.2K+$51.6K2026-10-26
Caldwell Trust Co
DECREASED1,7961,798-20%$104.6K$103.4K-$1.3K2026-10-30
Capital Investment Counsel, Inc
NEW1,759—+1,759——$101.2K—2026-10-20
Align Financial, LLC
UNCHANGED1,5651,56500%$91.1K$90.1K-$1.0K2026-10-16
Simplex Trading, LLC
DECREASED1,3101,332-22-2%$77.5K$75.4K-$2.1K2026-11-04
JFS Wealth Advisors, LLC
UNCHANGED1,3051,30500%$75.9K$75.1K-$8352026-11-03
Raleigh Capital Management Inc.
INCREASED1,300828+472+57%$48.2K$74.8K+$26.7K2026-10-28
Lloyd Advisory Services, Llc.
INCREASED1,292950+342+36%$55.3K$74.3K+$19.0K2026-11-02
Larson Financial Group LLC
INCREASED1,215657+558+85%$38.2K$69.9K+$31.7K2026-11-05
Triumph Capital Management
NEW1,165—+1,165——$67.1K—2026-10-14
Parkside Financial Bank & Trust
UNCHANGED98098000%$57.0K$56.4K-$6272026-10-27
Wealth Enhancement Trust Services, Inc.
UNCHANGED96996900%$56.4K$55.8K-$6202026-10-07
Reap Financial Group, LLC
DECREASED9551,150-195-17%$66.9K$55.0K-$12.0K2026-11-02
Strategic Advocates LLC
UNCHANGED86586500%$50.3K$49.8K-$5542026-11-03
Fiduciary Advisors, Inc.
NEW863—+863——$49.7K—2026-10-16
Mainstream Capital Management LLC
NEW814—+814——$46.9K—2026-10-23
Phillips Financial Management, LLC
UNCHANGED81481400%$47.4K$46.9K-$5212026-10-19
Elevation Wealth Partners, LLC
INCREASED792789+3+0%$45.9K$45.6K-$3482026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED75411,630-10,876-94%$676.9K$43.4K-$633.5K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED72930+699+2330%$1.7K$42.0K+$40.2K2026-11-05
Lanark Financial, Inc.
INCREASED642575+67+12%$33.5K$37.0K+$3.5K2026-10-26
Olistico Wealth, LLC
INCREASED60127+574+2126%$1.6K$34.6K+$33.0K2026-10-05
Private Trust Co NA
DECREASED5502,067-1,517-73%$120.3K$31.7K-$88.6K2026-10-20
Signaturefd, LLC
DECREASED498553-55-10%$32.2K$28.7K-$3.5K2026-10-23
Nova Financial LLC
NEW462—+462——$26.6K—2026-11-04
Vision Financial Markets LLC
UNCHANGED45145100%$26.2K$25.9K-$2442026-10-22
Bangor Savings Bank
DECREASED437500-63-13%$29.1K$25.2K-$3.9K2026-10-06
GHP Investment Advisors, Inc.
DECREASED434553-119-22%$32.2K$25.0K-$7.2K2026-10-15
Downshift Financial, LLC
DECREASED4141,197-783-65%$69.7K$23.8K-$45.8K2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED39539500%$23.0K$22.7K-$2532026-11-03
Financial Management Professionals, Inc.
INCREASED383379+4+1%$22.1K$22.0K-$442026-10-23
Maryland Capital Advisors Inc.
UNCHANGED38138100%$22.2K$21.9K-$2442026-10-15
Montgomery Financial Services LLC
INCREASED370123+247+201%$7.2K$21.3K+$14.1K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED351350+1+0%$20.4K$20.2K-$1662026-11-02
Cape Investment Advisory, Inc.
INCREASED320293+27+9%$17.1K$18.4K+$1.4K2026-10-13
Markowski Investments
NEW315—+315——$18.1K—2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED30030000%$17.5K$17.3K-$1922026-10-23
Richards, Merrill & Peterson, Inc.
NEW299—+299——$17.2K—2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED28928900%$16.8K$16.6K-$1852026-11-02
Community Financial Services Group, LLC
UNCHANGED27527500%$16.0K$15.8K-$1482026-10-15
Plante Moran Financial Advisors, LLC
NEW267—+267——$15.4K—2026-11-04
Investors Research Corp
UNCHANGED25525500%$14.8K$14.7K-$1632026-10-07
Networth Advisors, LLC
INCREASED239191+48+25%$11.1K$13.7K+$2.6K2026-11-03
Nemes Rush Group LLC
UNCHANGED23723700%$13.8K$13.6K-$1512026-11-04
Asset Dedication, LLC
DECREASED224539-315-58%$31.4K$12.9K-$18.5K2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED21990,492-90,273-100%$5.3M$12.6K-$5.3M2026-10-29
GK Wealth Management LLC
NEW218—+218——$12.5K—2026-10-09
Provenance Wealth Advisors, LLC
NEW215—+215——$12.4K—2026-10-30
Eukles Asset Management
UNCHANGED20420400%$11.9K$11.7K-$1312026-11-04
Nfsg Corp
UNCHANGED20020000%$11.6K$11.5K-$1282026-10-15
Edgemoor Investment Advisors, Inc.
NEW186—+186——$10.7K—2026-11-03
Kelleher Financial Advisors
DECREASED180360-180-50%$21.0K$10.4K-$10.6K2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED16716700%$9.7K$9.6K-$1062026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED15415400%$9.0K$8.9K-$982026-10-13
Pacifica Partners Inc.
DECREASED1351,735-1,600-92%$100.8K$7.8K-$93.0K2026-10-09
Tounjian Advisory Partners, LLC
INCREASED13592+43+47%$5.4K$7.8K+$2.4K2026-11-04
Daiwa Securities Group Inc.
DECREASED121187-66-35%$10.9K$7.0K-$3.9K2026-10-29
MB, Levis & Associates, LLC
INCREASED117116+1+1%$6.8K$6.8K-$132026-10-16
Independence Bank of Kentucky
NEW91—+91——$5.2K—2026-10-26
Mosley Wealth Management
UNCHANGED868600%$5.0K$5.0K-$502026-10-16
Southern Michigan Bank & Trust
NEW83—+83——$4.8K—2026-10-19
Key FInancial Inc
DECREASED72143-71-50%$8.3K$4.1K-$4.2K2026-11-02
Hughes Financial Services, LLC
NEW71—+71——$4.1K—2026-10-30
Golden State Wealth Management, LLC
UNCHANGED666600%$3.8K$3.8K-$422026-11-02
Evolution Wealth Management Inc.
NEW59—+59——$3.4K—2026-10-28
Gilpin Wealth Management, LLC
UNCHANGED595900%$3.4K$3.4K-$372026-10-09
Jnba Financial Advisors
NEW45—+45——$2.6K—2026-11-03
Elevated Capital Advisors, LLC
NEW43—+43——$2.5K—2026-11-04
Foresight Capital Management Advisors, Inc.
NEW32—+32——$1.8K—2026-10-27
Harbor Capital Advisors, Inc.
UNCHANGED282800%$2$2$02026-10-22
Wagner Wealth Management, LLC
NEW8—+8——$460—2026-10-21
Rakuten Securities, Inc.
INCREASED31+2+200%$58$173+$1152026-11-02
Element Pointe Advisors, LLC
CLOSED0326,174-326,174-100%$19.0M$0-$19.0M2026-10-21
Orser Capital Management, LLC
CLOSED0275,435-275,435-100%$16.0M$0-$16.0M2026-10-13
Garde Capital, Inc.
CLOSED0112,570-112,570-100%$6.6M$0-$6.6M2026-10-29
Heck Capital Advisors, LLC
CLOSED048,947-48,947-100%$2.8M$0-$2.8M2026-10-14
Transmarket Holdings LP
CLOSED030,270-30,270-100%$1.8M$0-$1.8M2026-10-27
AXS Investments LLC
CLOSED029,475-29,475-100%$1.7M$0-$1.7M2026-11-04
GFS Advisors, LLC
CLOSED013,508-13,508-100%$96.0K$0-$96.0K2026-11-03
Congress Park Capital LLC
CLOSED012,000-12,000-100%$698.4K$0-$698.4K2026-10-13
Atticus Wealth Management, LLC
CLOSED07,492-7,492-100%$436.0K$0-$436.0K2026-10-20
Mayfair Advisory Group, LLC
CLOSED07,060-7,060-100%$409.6K$0-$409.6K2026-10-20
Central Valley Advisors, LLC
CLOSED06,892-6,892-100%$401.2K$0-$401.2K2026-10-27
BridgePort Financial Solutions, LLC
CLOSED06,857-6,857-100%$399.1K$0-$399.1K2026-11-02
Pacific Capital Wealth Advisors, Inc.
CLOSED06,850-6,850-100%$398.7K$0-$398.7K2026-10-22
McClarren Financial Advisors, Inc.
CLOSED05,439-5,439-100%$316.6K$0-$316.6K2026-10-15
Rye Brook Capital LLC
CLOSED05,100-5,100-100%$297.0K$0-$297.0K2026-10-07
NorthLanding Financial Partners, LLC
CLOSED04,469-4,469-100%$260.1K$0-$260.1K2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED04,278-4,278-100%$249.0K$0-$249.0K2026-11-05
Snider Financial Group
CLOSED04,192-4,192-100%$244.0K$0-$244.0K2026-10-16
RHS Financial, LLC
CLOSED04,027-4,027-100%$234.3K$0-$234.3K2026-10-13
Mission Wealth Management, LP
CLOSED04,017-4,017-100%$233.8K$0-$233.8K2026-10-15
Brickley Wealth Management
CLOSED04,008-4,008-100%$233.3K$0-$233.3K2026-11-04
Invariant Investment Management
CLOSED03,828-3,828-100%$222.5K$0-$222.5K2026-10-08
Lodestar Private Asset Management LLC
CLOSED03,517-3,517-100%$204.7K$0-$204.7K2026-10-26
AdvisorNet Financial, Inc
CLOSED01,929-1,929-100%$112.3K$0-$112.3K2026-10-15
Atlatl Advisers LLC
CLOSED0536-536-100%$31.2K$0-$31.2K2026-10-22
Private Wealth Management Group, LLC
CLOSED0484-484-100%$28.2K$0-$28.2K2026-10-19
Cornerstone Planning Group LLC
CLOSED0281-281-100%$16.3K$0-$16.3K2026-10-16
Strengthening Families & Communities, LLC
CLOSED0155-155-100%$9.0K$0-$9.0K2026-10-21
Acumen Wealth Advisors, LLC
CLOSED038-38-100%$2.2K$0-$2.2K2026-11-05
Solstein Capital, LLC
CLOSED016-16-100%$931$0-$9312026-11-02
JPMorgan Chase & Co
N/A—47,301,997-47,301,997-100%$2.8B———
Morgan Stanley
N/A—28,332,310-28,332,310-100%$1.6B———
Bank of America Corp
N/A—11,894,773-11,894,773-100%$692.3M———
Baird Financial Group, Inc.
N/A—11,135,791-11,135,791-100%$648.1M———
UBS Group AG
N/A—9,365,484-9,365,484-100%$545.1M———
Alliancebernstein L.P.
N/A—8,815,679-8,815,679-100%$516.1M———
Northern Trust Corp
N/A—8,157,125-8,157,125-100%$474.7M———
Wells Fargo & Company
N/A—4,958,141-4,958,141-100%$288.6M———
Cerity Partners LLC
N/A—4,938,833-4,938,833-100%$287.4M———
NorthRock Partners, LLC
N/A—4,710,769-4,710,769-100%$274.2M———
RWA Wealth Partners, LLC
N/A—4,467,285-4,467,285-100%$260.0M———
Goldman Sachs Group Inc
N/A—4,249,118-4,249,118-100%$247.3M———
LPL Financial LLC
N/A—4,102,272-4,102,272-100%$238.8M———
Envestnet Asset Management Inc
N/A—3,972,823-3,972,823-100%$231.2M———
Ameriprise Financial Inc
N/A—3,581,286-3,581,286-100%$207.9M———
M&T Bank Corp
N/A—3,432,890-3,432,890-100%$199.8M———
Raymond James Financial Inc
N/A—3,328,556-3,328,556-100%$193.7M———
Pure Financial Advisors, LLC
N/A—3,002,732-3,002,732-100%$174.8M———
Partners Capital Investment Group, LLP
N/A—2,789,417-2,789,417-100%$162.3M———
WIT, LLC
N/A—2,425,179-2,425,179-100%$141.1M———
NewEdge Wealth, LLC
N/A—2,312,922-2,312,922-100%$134.6M———
HighTower Advisors, LLC
N/A—2,159,237-2,159,237-100%$125.7M———
Royal Bank of Canada
N/A—2,133,484-2,133,484-100%$124.2M———
Osaic Holdings, Inc.
N/A—2,121,965-2,121,965-100%$123.5M———
Smithfield Trust Co
N/A—2,093,639-2,093,639-100%$121.8M———
MAI Capital Management
N/A—2,010,515-2,010,515-100%$117.0M———
Nepc LLC
N/A—1,993,299-1,993,299-100%$116.0M———
Cambridge Associates LLC
N/A—1,835,215-1,835,215-100%$106.8M———
Elm Partners Management LLC
N/A—1,571,335-1,571,335-100%$91.5M———
FJ Investments, LLC
N/A—1,550,014-1,550,014-100%$90.2M———
Miller Investment Management, LP
N/A—1,537,843-1,537,843-100%$89.5M———
Roehl & Yi Investment Advisors, LLC
N/A—1,417,781-1,417,781-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—1,405,234-1,405,234-100%$81.8M———
First Financial Bankshares Inc
N/A—1,356,427-1,356,427-100%$78.9M———
Focus Partners Wealth
N/A—1,353,304-1,353,304-100%$78.8M———
Valmark Advisers, Inc.
N/A—1,350,317-1,350,317-100%$78.6M———
Trustmark Bank Trust Department
N/A—1,287,710-1,287,710-100%$74.9M———
Mayport, LLC
N/A—1,281,135-1,281,135-100%$74.6M———
Advisory Alpha, LLC
N/A—1,236,917-1,236,917-100%$72.0M———
Coldstream Capital Management Inc
N/A—1,150,794-1,150,794-100%$67.0M———
Falcon Wealth Planning
N/A—1,032,635-1,032,635-100%$60.1M———
Cetera Investment Advisers
N/A—1,007,231-1,007,231-100%$58.6M———
UBS Asset Management Americas LLC
N/A—993,531-993,531-100%$57.8M———
Northwestern Mutual Wealth Management Co
N/A—895,293-895,293-100%$52.1M———
Wellspring Financial Advisors, LLC
N/A—863,583-863,583-100%$50.3M———
Insight 2811, Inc.
N/A—852,297-852,297-100%$49.6M———
Vanguard Advisers Inc
N/A—819,197-819,197-100%$47.7M———
Mariner, LLC
N/A—768,955-768,955-100%$44.8M———
McLean Asset Management Corp
N/A—767,727-767,727-100%$44.6M———
Portland Global Advisors LLC
N/A—756,714-756,714-100%$44.0M———
Vernal Point Advisors, LLC
N/A—746,524-746,524-100%$43.4M———
American Money Management, LLC
N/A—716,987-716,987-100%$41.7M———
Brown Advisory Inc
N/A—702,665-702,665-100%$40.9M———
Nomura Asset Management Co LTD
N/A—654,977-654,977-100%$38.1M———
Gould Asset Management LLC
N/A—649,524-649,524-100%$37.8M———
Rockefeller Capital Management L.P.
N/A—648,947-648,947-100%$37.8M———
University of Illinois Foundation
N/A—619,536-619,536-100%$36.1M———
Johns Hopkins University
N/A—616,877-616,877-100%$35.9M———
Johnson Investment Counsel Inc
N/A—612,364-612,364-100%$35.6M———
Haverford Trust Co
N/A—604,658-604,658-100%$35.2M———
Westerkirk Capital Inc.
N/A—597,540-597,540-100%$34.8M———
Talon Private Wealth, LLC
N/A—595,433-595,433-100%$34.7M———
Bleakley Financial Group, LLC
N/A—592,890-592,890-100%$34.5M———
Bank of Montreal
N/A—583,471-583,471-100%$34.0M———
Franklin Resources Inc
N/A—578,966-578,966-100%$33.7M———
Strategic Financial Services, Inc.
N/A—574,711-574,711-100%$33.4M———
Stephens Inc
N/A—559,865-559,865-100%$32.6M———
Charles Schwab Investment Management Inc
N/A—554,807-554,807-100%$32.3M———
Cordant, Inc.
N/A—532,239-532,239-100%$31.0M———
First National Bank of Omaha
N/A—526,230-526,230-100%$30.7M———
Scopus Asset Management, L.P.
N/A—512,714-512,714-100%$29.8M———
Kensington Asset Management, LLC
N/A—511,014-511,014-100%$29.7M———
Winch Advisory Services, LLC
N/A—505,330-505,330-100%$29.4M———
MainStreet Investment Advisors LLC
N/A—501,923-501,923-100%$29.2M———
Invesco Ltd.
N/A—444,000-444,000-100%$25.8M———
MML Investors Services, LLC
N/A—415,817-415,817-100%$24.2M———
Lowe Brockenbrough & Co Inc
N/A—410,725-410,725-100%$23.9M———
Federation des caisses Desjardins du Quebec
N/A—396,995-396,995-100%$23.1M———
Peak Asset Management, LLC
N/A—381,952-381,952-100%$22.2M———
Mercer Global Advisors Inc
N/A—363,591-363,591-100%$21.2M———
West Virginia University Foundation, Inc
N/A—355,975-355,975-100%$20.7M———
Captrust Financial Advisors
N/A—343,225-343,225-100%$20.0M———
Jones Financial Companies Lllp
N/A—334,068-334,068-100%$19.5M———
Harbour Investments, Inc.
N/A—315,750-315,750-100%$18.4M———
Focus Partners Advisor Solutions, LLC
N/A—309,102-309,102-100%$18.0M———
Foundations Investment Advisors, LLC
N/A—298,082-298,082-100%$17.3M———
Rogco, LP
N/A—294,478-294,478-100%$17.1M———
TrueWealth Financial Partners
N/A—274,010-274,010-100%$15.9M———
Monograph Wealth Advisors, LLC
N/A—273,386-273,386-100%$15.9M———
Cascade Wealth Advisors, Inc
N/A—270,189-270,189-100%$15.7M———
Mokan Wealth Management Inc.
N/A—266,768-266,768-100%$15.5M———
Sequoia Financial Advisors, LLC
N/A—266,146-266,146-100%$15.5M———
Integrated Wealth Concepts LLC
N/A—249,105-249,105-100%$14.5M———
Zevin Asset Management LLC
N/A—246,652-246,652-100%$14.4M———
Peapack Gladstone Financial Corp
N/A—240,859-240,859-100%$14.0M———
Investure, LLC
N/A—222,200-222,200-100%$12.9M———
AE Wealth Management LLC
N/A—221,044-221,044-100%$12.9M———
Prudential PLC
N/A—220,309-220,309-100%$12.8M———
Roundview Capital LLC
N/A—215,664-215,664-100%$12.6M———
Arax Advisory Partners
N/A—213,937-213,937-100%$12.5M———
United Capital Financial Advisors, LLC
N/A—212,141-212,141-100%$12.3M———
Arkadios Wealth Advisors
N/A—209,016-209,016-100%$12.2M———
Russell Investments Group, Ltd.
N/A—204,309-204,309-100%$11.9M———
Disciplined Investments, LLC
N/A—194,611-194,611-100%$11.3M———
Causey Wealth LLC
N/A—192,109-192,109-100%$11.2M———
CreativeOne Wealth, LLC
N/A—191,398-191,398-100%$11.1M———
Elite Financial, Inc.
N/A—185,512-185,512-100%$10.8M———
Institute for Wealth Management, Llc.
N/A—171,380-171,380-100%$10.0M———
Shufro Rose & Co LLC
N/A—171,037-171,037-100%$10.0M———
Nicolet Bankshares Inc
N/A—169,574-169,574-100%$9.9M———
National Bank of Canada
N/A—168,386-168,386-100%$9.8M———
HM Payson & Co
N/A—166,762-166,762-100%$9.7M———
Sollinda Capital Management LLC
N/A—166,057-166,057-100%$9.7M———
Annandale Capital, LLC
N/A—164,553-164,553-100%$9.6M———
Lazard Asset Management LLC
N/A—163,545-163,545-100%$9.5M———
Unconventional Investor, LLC
N/A—163,321-163,321-100%$9.5M———
First American Trust, FSB
N/A—159,179-159,179-100%$9.3M———
Vident Advisory, LLC
N/A—155,758-155,758-100%$9.1M———
Smartleaf Asset Management LLC
N/A—155,582-155,582-100%$9.1M———
BlackRock, Inc.
N/A—154,237-154,237-100%$9.0M———
NewEdge Advisors, LLC
N/A—147,492-147,492-100%$8.6M———
Raffa Wealth Management, LLC
N/A—143,656-143,656-100%$8.4M———
Stifel Financial Corp
N/A—143,020-143,020-100%$8.3M———
Cape ANN Savings Bank
N/A—141,922-141,922-100%$8.3M———
Roble, Belko & Company, Inc
N/A—140,538-140,538-100%$8.2M———
Gotham Asset Management, LLC
N/A—132,028-132,028-100%$7.7M———
Summit Trail Advisors, LLC
N/A—131,669-131,669-100%$7.7M———
Hirtle & Co., LLC
N/A—131,061-131,061-100%$7.6M———
OneDigital Investment Advisors LLC
N/A—128,330-128,330-100%$7.5M———
Octavia Wealth Advisors, LLC
N/A—127,093-127,093-100%$7.4M———
Conservest Capital Advisors, Inc.
N/A—125,655-125,655-100%$7.3M———
Metropolitan Life Insurance Co
N/A—123,600-123,600-100%$7.2M———
NewSquare Capital LLC
N/A—121,308-121,308-100%$7.1M———
Muirfield Wealth Advisors LLC
N/A—121,113-121,113-100%$7.0M———
Ameritas Advisory Services, LLC
N/A—119,366-119,366-100%$6.9M———
Betterment LLC
N/A—118,860-118,860-100%$6.9M———
Private Advisory Group LLC
N/A—115,670-115,670-100%$6.7M———
AQR Capital Management LLC
N/A—114,806-114,806-100%$6.7M———
Financial Plan, Inc.
N/A—113,466-113,466-100%$6.6M———
Stratos Wealth Partners, Ltd.
N/A—112,264-112,264-100%$6.5M———
Flow Traders U.S. LLC
N/A—110,606-110,606-100%$6.4M———
World Investment Advisors
N/A—109,981-109,981-100%$6.4M———
Zacks Investment Management
N/A—109,670-109,670-100%$6.4M———
Orion Porfolio Solutions, LLC
N/A—108,376-108,376-100%$6.3M———
SCS Capital Management LLC
N/A—107,882-107,882-100%$6.3M———
Bartlett & Co. Wealth Management LLC
N/A—105,636-105,636-100%$6.1M———
truNorth Financial Services, Inc.
N/A—103,562-103,562-100%$6.0M———
One Degree Advisors Inc
N/A—98,991-98,991-100%$5.7M———
Fortune Financial Advisors, LLC
N/A—97,858-97,858-100%$5.7M———
Aptus Capital Advisors, LLC
N/A—97,751-97,751-100%$5.7M———
Private Advisor Group, LLC
N/A—96,385-96,385-100%$5.6M———
OneAscent Investment Solutions LLC
N/A—95,342-95,342-100%$5.5M———
Cornerstone Financial Management LLC
N/A—91,769-91,769-100%$5.3M———
GeoWealth Management, LLC
N/A—91,701-91,701-100%$5.3M———
Financial Gravity Companies, Inc.
N/A—91,471-91,471-100%$5.3M———
Scotia Capital Inc.
N/A—90,972-90,972-100%$5.3M———
Tower Research Capital LLC (TRC)
N/A—90,796-90,796-100%$5.3M———
CFO4Life Group, LLC
N/A—89,736-89,736-100%$5.2M———
Hexagon Capital Partners LLC
N/A—89,538-89,538-100%$5.2M———
Strategic Investment Solutions, Inc.
N/A—88,540-88,540-100%$5.2M———
Cardiff Park Advisors, LLC
N/A—85,254-85,254-100%$5.0M———
Hancock Whitney Corp
N/A—84,834-84,834-100%$4.9M———
Boston Family Office LLC
N/A—84,609-84,609-100%$4.9M———
One Wealth Management Investment & Advisory Services, LLC
N/A—84,513-84,513-100%$4.9M———
Whittier Trust Co
N/A—84,428-84,428-100%$4.9M———
CBM Financial, LLC
N/A—80,049-80,049-100%$4.7M———
Advisory Research Inc
N/A—78,263-78,263-100%$4.6M———
Xcelsior Advisor Partners LLC
N/A—78,076-78,076-100%$4.5M———
Aegis Wealth Management LLC
N/A—76,909-76,909-100%$4.5M———
Sanctuary Advisors, LLC
N/A—76,770-76,770-100%$4.5M———
Truepoint, Inc.
N/A—75,581-75,581-100%$4.4M———
Horizon Kinetics Asset Management LLC
N/A—72,932-72,932-100%$4.2M———
Cambient Family Office, LLC
N/A—72,897-72,897-100%$4.2M———
Belpointe Asset Management LLC
N/A—72,711-72,711-100%$4.2M———
Tillman Hartley LLC
N/A—71,938-71,938-100%$4.2M———
Summit Financial, LLC
N/A—69,471-69,471-100%$4.0M———
Argent Trust Co
N/A—68,046-68,046-100%$4.0M———
Cornerstone Financial Group, LLC
N/A—67,660-67,660-100%$3.9M———
Savvy Advisors, Inc.
N/A—66,876-66,876-100%$3.9M———
Manufacturers Life Insurance Company, the
N/A—64,750-64,750-100%$3.8M———
Huntington National Bank
N/A—63,674-63,674-100%$3.7M———
Allworth Financial LP
N/A—62,766-62,766-100%$3.7M———
Merit Financial Group, LLC
N/A—61,405-61,405-100%$3.6M———
Curi Capital, LLC
N/A—61,053-61,053-100%$3.6M———
&partners
N/A—60,789-60,789-100%$3.5M———
Nwam LLC
N/A—59,074-59,074-100%$3.4M———
Valley Financial Group, Inc.
N/A—56,358-56,358-100%$3.3M———
South Plains Financial, Inc.
N/A—55,828-55,828-100%$3.2M———
Mrwm Advisors, LLC
N/A—55,296-55,296-100%$3.2M———
Wealthspire Advisors, LLC
N/A—52,887-52,887-100%$3.1M———
Fiduciary Trust Co
N/A—52,004-52,004-100%$3.0M———
Pathstone Holdings, LLC
N/A—51,504-51,504-100%$3.0M———
Waverly Advisors, LLC
N/A—49,277-49,277-100%$2.9M———
Kovack Advisors, Inc.
N/A—48,983-48,983-100%$2.8M———
Iron Gate Global Advisors LLC
N/A—48,882-48,882-100%$2.8M———
Eschler Asset Management LLP
N/A—48,682-48,682-100%$2.8M———
Jaffetilchin Investment Partners, LLC
N/A—48,220-48,220-100%$2.8M———
Benjamin Edwards Inc
N/A—48,024-48,024-100%$2.8M———
Seeds Investor LLC
N/A—47,339-47,339-100%$2.8M———
Anchor Investment Management, LLC
N/A—46,960-46,960-100%$2.7M———
Savant Capital, LLC
N/A—46,916-46,916-100%$2.7M———
LaSalle St. Investment Advisors, LLC
N/A—46,700-46,700-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—46,591-46,591-100%$2.7M———
American Investment Services, Inc.
N/A—46,009-46,009-100%$2.7M———
Continental Investors Services, Inc.
N/A—45,558-45,558-100%$2.6M———
Circle Wealth Management, LLC
N/A—45,479-45,479-100%$2.6M———
Windward Private Wealth Management Inc.
N/A—45,392-45,392-100%$2.6M———
Tortoise Investment Management, LLC
N/A—44,895-44,895-100%$2.6M———
Wescott Financial Advisory Group, LLC
N/A—44,438-44,438-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—43,589-43,589-100%$2.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—43,562-43,562-100%$2.5M———
Hayek Kallen Investment Management
N/A—43,316-43,316-100%$2.5M———
Ausdal Financial Partners, Inc.
N/A—43,217-43,217-100%$2.5M———
Hills Bank & Trust Co
N/A—42,134-42,134-100%$2.5M———
Checchi Capital Advisers, LLC
N/A—42,099-42,099-100%$2.5M———
Investment Advisory Group, LLC
N/A—39,636-39,636-100%$2.3M———
Janney Montgomery Scott LLC
N/A—39,126-39,126-100%$2.3M———
Chandler Asset Management, Inc.
N/A—38,250-38,250-100%$2.2M———
Mosaic Family Wealth Partners, LLC
N/A—38,035-38,035-100%$2.2M———
Independent Advisor Alliance
N/A—37,791-37,791-100%$2.2M———
PYA Waltman Capital, LLC
N/A—36,871-36,871-100%$2.1M———
Jump Financial, LLC
N/A—36,764-36,764-100%$2.1M———
Midwestern Financial, LLC
N/A—36,541-36,541-100%$2.1M———
Cary Street Partners Financial LLC
N/A—35,642-35,642-100%$2.1M———
Modern Wealth Management, LLC
N/A—35,512-35,512-100%$2.1M———
Texas Capital Bank Wealth Management Services Inc
N/A—34,633-34,633-100%$2.0M———
Ranch Capital Advisors Inc.
N/A—34,544-34,544-100%$2.0M———
Addison Capital Co
N/A—33,432-33,432-100%$1.9M———
Insigneo Advisory Services, LLC
N/A—32,378-32,378-100%$1.9M———
McDonough Capital Management, Inc
N/A—32,340-32,340-100%$1.9M———
Chilton Investment Co Inc.
N/A—32,152-32,152-100%$1.9M———
Nest Investments, LLC
N/A—32,140-32,140-100%$1.9M———
Headinvest, LLC
N/A—30,414-30,414-100%$1.8M———
Rothschild Capital Partners, LLC
N/A—28,810-28,810-100%$1.7M———
Canal Capital Management, LLC
N/A—28,520-28,520-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—27,975-27,975-100%$1.6M———
Marquette Associates, Inc.
N/A—27,706-27,706-100%$1.6M———
Parkwoods Wealth Partners, LLC
N/A—27,149-27,149-100%$1.6M———
Summit Wealth Partners, LLC
N/A—26,925-26,925-100%$1.6M———
Zhang Financial LLC
N/A—26,396-26,396-100%$1.5M———
IEQ Capital, LLC
N/A—26,313-26,313-100%$1.5M———
Strive Financial Group,LLC
N/A—26,123-26,123-100%$1.5M———
Mason Investment Advisory Services, Inc.
N/A—25,923-25,923-100%$1.5M———
Verity Wealth Advisors
N/A—25,331-25,331-100%$1.5M———
Hilton Capital Management, LLC
N/A—25,169-25,169-100%$1.5M———
Dynasty Wealth Management, LLC
N/A—24,942-24,942-100%$1.5M———
Alesco Advisors, LLC, An ESL Co
N/A—24,373-24,373-100%$1.4M———
Two Sigma Securities, LLC
N/A—24,045-24,045-100%$1.4M———
WCG Wealth Advisors LLC
N/A—23,726-23,726-100%$1.4M———
Coppell Advisory Solutions LLC
N/A—23,676-23,676-100%$787.6K———
Global Retirement Partners, LLC
N/A—23,354-23,354-100%$1.4M———
Tidal Investments LLC
N/A—23,156-23,156-100%$1.3M———
Tranquilli Financial Advisor LLC
N/A—22,751-22,751-100%$1.3M———
Applied Capital LLC
N/A—22,639-22,639-100%$1.3M———
PFG Investments, LLC
N/A—22,271-22,271-100%$1.3M———
Avise Financial Cooperative, Inc.
N/A—22,006-22,006-100%$1.3M———
Choate Investment Advisors
N/A—21,971-21,971-100%$1.3M———
Bluespring Wealth Management, LLC
N/A—21,658-21,658-100%$1.3M———
Beaird Harris Wealth Management, LLC
N/A—21,322-21,322-100%$1.2M———
North Dallas Bank & Trust Co
N/A—21,188-21,188-100%$1.2M———
Jasper Ridge Partners, L.P.
N/A—20,896-20,896-100%$1.2M———
Arete Wealth Advisors, LLC
N/A—20,326-20,326-100%$1.2M———
GatePass Capital, LLC
N/A—20,000-20,000-100%$1.2M———
FMR LLC
N/A—19,743-19,743-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—19,576-19,576-100%$1.1M———
N.E.W. Advisory Services LLC
N/A—19,513-19,513-100%$1.1M———
Blair William & Co
N/A—19,396-19,396-100%$1.1M———
Rothschild Wealth LLC
N/A—18,575-18,575-100%$1.1M———
Alongside, LLC
N/A—18,462-18,462-100%$1.1M———
49 Wealth Management, LLC
N/A—18,462-18,462-100%$1.1M———
Davis R M Inc
N/A—18,270-18,270-100%$1.1M———
Pasadena Private Wealth, LLC
N/A—18,082-18,082-100%$1.1M———
Advisory Services Network, LLC
N/A—17,911-17,911-100%$1.0M———
Pinnacle Financial Partners, Inc.
N/A—17,888-17,888-100%$1.0M———
Core Wealth Advisors, Inc.
N/A—17,530-17,530-100%$1.0M———
Sand Hill Global Advisors, LLC
N/A—17,432-17,432-100%$1.0M———
Stratos Investment Management, LLC
N/A—17,363-17,363-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—17,258-17,258-100%$1.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—17,250-17,250-100%$1.0M———
Advyzon Investment Management, LLC
N/A—16,979-16,979-100%$988.2K———
Snowden Capital Advisors LLC
N/A—16,831-16,831-100%$979.6K———
Mmbg Investment Advisors Co.
N/A—16,615-16,615-100%$967.0K———
Hobbs Group Advisors, LLC
N/A—16,444-16,444-100%$957.0K———
Oakmont Advisory Group, LLC
N/A—16,008-16,008-100%$931.7K———
Proffitt & Goodson Inc
N/A—15,657-15,657-100%$911.2K———
GTS Securities LLC
N/A—15,594-15,594-100%$907.6K———
Gateway Wealth Partners, LLC
N/A—15,435-15,435-100%$898.3K———
Silver Oak Advisory Group, Inc.
N/A—15,183-15,183-100%$883.0K———
Orcam Financial Group
N/A—14,904-14,904-100%$867.4K———
Emerald Investment Advisers, LLC
N/A—14,531-14,531-100%$845.6K———
Clearstead Advisors, LLC
N/A—14,474-14,474-100%$842.4K———
Equitable Holdings, Inc.
N/A—14,442-14,442-100%$840.5K———
KDT Advisors, LLC
N/A—14,080-14,080-100%$819.5K———
Immaculate Wealth Management LLC
N/A—13,717-13,717-100%$798.4K———
Brave Asset Management Inc
N/A—13,706-13,706-100%$797.7K———
17 Capital Partners, LLC
N/A—13,468-13,468-100%$783.8K———
Horizon Investments, LLC
N/A—13,464-13,464-100%$778.8K———
Trivium Point Advisory, LLC
N/A—13,452-13,452-100%$782.9K———
Birchcreek Wealth Management, LLC
N/A—13,390-13,390-100%$779.3K———
Principal Securities, Inc.
N/A—13,334-13,334-100%$776.0K———
Thayer Partners, LLC / MA
N/A—13,290-13,290-100%$773.5K———
Venturi Wealth Management, LLC
N/A—13,166-13,166-100%$766.2K———
TPG Financial Advisors, LLC
N/A—12,998-12,998-100%$756.5K———
CIBC World Market Inc.
N/A—12,840-12,840-100%$747.3K———
Rockbridge Investment Management, LCC
N/A—12,691-12,691-100%$738.6K———
Vista Investment Management
N/A—12,527-12,527-100%$729.1K———
Advisors Asset Management, Inc.
N/A—12,470-12,470-100%$725.8K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,416-12,416-100%$723.5K———
IFG Advisory, LLC
N/A—12,190-12,190-100%$709.4K———
American Trust
N/A—12,169-12,169-100%$708.2K———
Schiavi & Co LLC
N/A—12,101-12,101-100%$704.3K———
Level Four Advisory Services, LLC
N/A—11,880-11,880-100%$691.5K———
Clarendon Private LLC
N/A—11,798-11,798-100%$686.7K———
Tandem Financial, LLC
N/A—11,709-11,709-100%$681.5K———
Vista Cima Wealth Management LLC
N/A—11,543-11,543-100%$671.8K———
EP Wealth Advisors, LLC
N/A—11,453-11,453-100%$666.6K———
Bragg Financial Advisors, Inc
N/A—11,384-11,384-100%$662.5K———
LRI Investments, LLC
N/A—11,315-11,315-100%$658.5K———
SG Americas Securities, LLC
N/A—11,189-11,189-100%$651.0K———
Melfa Wealth Management, Inc.
N/A—11,126-11,126-100%$647.5K———
Legacy Edge Advisors, LLC
N/A—11,110-11,110-100%$646.6K———
Money Concepts Capital Corp
N/A—11,068-11,068-100%$644.2K———
Dakota Wealth Management
N/A—11,060-11,060-100%$643.7K———
Viawealth, LLC
N/A—10,896-10,896-100%$634.2K———
Thompson David Blair
N/A—10,690-10,690-100%$622.2K———
Dorsey & Whitney Trust Co LLC
N/A—10,315-10,315-100%$600.3K———
Main Street Financial Solutions, LLC
N/A—10,104-10,104-100%$588.0K———
ST Germain D J Co Inc
N/A—10,063-10,063-100%$585.7K———
Hilltop Holdings Inc.
N/A—9,924-9,924-100%$577.6K———
Mittelman Wealth Management
N/A—9,869-9,869-100%$1.7M———
Howe & Rusling Inc
N/A—9,621-9,621-100%$559.9K———
Stokes Family Office, LLC
N/A—9,613-9,613-100%$559.5K———
Lifeworks Advisors, LLC
N/A—9,556-9,556-100%$556.2K———
Alaethes Wealth, LLC
N/A—9,440-9,440-100%$549.4K———
Ethos Financial Group, LLC
N/A—9,434-9,434-100%$548.3K———
Range Advisory, LLC
N/A—9,419-9,419-100%$548.2K———
Calton & Associates, Inc.
N/A—9,228-9,228-100%$537.1K———
Redwood Investment Management, LLC
N/A—9,227-9,227-100%$537.0K———
Jane Street Group, LLC
N/A—8,913-8,913-100%$518.7K———
Petra Financial Advisors Inc
N/A—8,701-8,701-100%$506.4K———
Neuberger Berman Group LLC
N/A—8,686-8,686-100%$505.5K———
Forum Private Client Group LLC
N/A—8,679-8,679-100%$505.1K———
Novak & Powell Financial Services, Inc.
N/A—8,600-8,600-100%$500.5K———
Retirement Capital Strategies
N/A—8,583-8,583-100%$499.5K———
Quantinno Capital Management LP
N/A—8,526-8,526-100%$496.2K———
Ruedi Wealth Management, Inc.
N/A—8,518-8,518-100%$495.7K———
GenTrust, LLC
N/A—8,517-8,517-100%$495.7K———
HSBC Holdings PLC
N/A—8,426-8,426-100%$490.4K———
PNC Financial Services Group, Inc.
N/A—8,308-8,308-100%$483.5K———
Cary Street Partners Investment Advisory LLC
N/A—8,283-8,283-100%$482.1K———
Channel Wealth LLC
N/A—8,213-8,213-100%$478.0K———
BOK Financial Private Wealth, Inc.
N/A—8,088-8,088-100%$470.7K———
Tolleson Wealth Management, Inc.
N/A—8,082-8,082-100%$470.4K———
Meridian Wealth Partners, LLC
N/A—8,073-8,073-100%$469.8K———
Alteri Wealth LLC
N/A—8,064-8,064-100%$469.4K———
ProVise Management Group, LLC
N/A—8,038-8,038-100%$467.8K———
McMillan Office, Inc.
N/A—7,700-7,700-100%$448.1K———
First Commonwealth Financial Corp
N/A—7,662-7,662-100%$445.9K———
Manhattan West Asset Management, LLC
N/A—7,542-7,542-100%$438.9K———
Koss-Olinger Consulting, LLC
N/A—7,434-7,434-100%$432.7K———
C M Bidwell & Associates LTD
N/A—7,433-7,433-100%$432.6K———
Barnes Pettey Financial Advisors, LLC
N/A—7,364-7,364-100%$428.6K———
CVA Family Office, LLC
N/A—7,362-7,362-100%$428.5K———
Coston, McIsaac & Partners
N/A—7,281-7,281-100%$423.0K———
IHT Wealth Management, LLC
N/A—7,056-7,056-100%$410.7K———
Composition Wealth, LLC
N/A—7,024-7,024-100%$408.8K———
WMS Group LLC
N/A—7,000-7,000-100%$407.4K———
Werba Rubin Papier Wealth Management
N/A—6,904-6,904-100%$401.8K———
Peregrine Asset Advisers, Inc.
N/A—6,813-6,813-100%$396.5K———
Pacific Financial Group Inc
N/A—6,809-6,809-100%$396.3K———
10Elms LLP
N/A—6,673-6,673-100%$388.4K———
Sankala Group LLC
N/A—6,654-6,654-100%$386.9K———
TRB Wealth Management, LLC
N/A—6,573-6,573-100%$382.6K———
Pallas Capital Advisors LLC
N/A—6,551-6,551-100%$381.3K———
Leavell Investment Management, Inc.
N/A—6,482-6,482-100%$377.3K———
Diversified Trust Co
N/A—6,417-6,417-100%$373.5K———
CIBC Bancorp USA Inc.
N/A—6,374-6,374-100%$371.0K———
Whittier Trust Co of Nevada Inc
N/A—6,339-6,339-100%$367.9K———
Rehmann Capital Advisory Group
N/A—6,182-6,182-100%$359.8K———
Essex Financial Services, Inc.
N/A—6,079-6,079-100%$353.8K———
Faithward Advisors, LLC
N/A—6,076-6,076-100%$353.7K———
Fisher Asset Management, LLC
N/A—6,075-6,075-100%$353.6K———
Sage Financial Management Group, Inc.
N/A—5,879-5,879-100%$342.2K———
Silver OAK Securities, Incorporated
N/A—5,847-5,847-100%$340.3K———
Cannell & Spears LLC
N/A—5,655-5,655-100%$329.1K———
Hershey Financial Advisers, LLC
N/A—5,576-5,576-100%$324.5K———
M1 Capital Management LLC
N/A—5,555-5,555-100%$323.3K———
Cedar Wealth Management, LLC
N/A—5,545-5,545-100%$322.7K———
Guggenheim Capital LLC
N/A—5,544-5,544-100%$322.7K———
Financial Engines Advisors L.L.C.
N/A—5,432-5,432-100%$316.1K———
Stratos Wealth Advisors, LLC
N/A—5,428-5,428-100%$315.9K———
WJ Financial Advisors LLC
N/A—5,356-5,356-100%$311.7K———
Star Financial Bank
N/A—5,138-5,138-100%$299.0K———
Access Financial Services, Inc.
N/A—5,125-5,125-100%$298.3K———
Capital Analysts, LLC
N/A—5,078-5,078-100%$277.0K———
Fiduciary Financial Advisors
N/A—5,059-5,059-100%$294.3K———
Deutsche Bank Ag\
N/A—5,000-5,000-100%$291.0K———
Miller Capital Partners, Inc.
N/A—4,906-4,906-100%$285.6K———
Rialto Wealth Management, LLC
N/A—4,858-4,858-100%$282.8K———
Laraway Financial Advisors Inc
N/A—4,812-4,812-100%$280.0K———
Commerce Bank
N/A—4,780-4,780-100%$278.2K———
National Philanthropic Trust
N/A—4,635-4,635-100%$269.8K———
Easterly Investment Partners LLC
N/A—4,604-4,604-100%$268.0K———
Opus Financial Solutions LLC
N/A—4,530-4,530-100%$263.6K———
Berger Financial Group, Inc
N/A—4,501-4,501-100%$262.0K———
Maxele Advisors, LLC
N/A—4,325-4,325-100%$251.7K———
Dynamic Technology Lab Private Ltd
N/A—4,273-4,273-100%$249.0K———
Thoroughbred Financial Services, LLC
N/A—4,138-4,138-100%$240.0K———
Steffes Financial, Ltd.
N/A—4,081-4,081-100%$237.5K———
Simmons Bank
N/A—4,070-4,070-100%$236.9K———
Caitlin John, LLC
N/A—3,974-3,974-100%$231.3K———
Qube Research & Technologies Ltd
N/A—3,901-3,901-100%$227.0K———
Maridea Wealth Management LLC
N/A—3,862-3,862-100%$224.8K———
Wayfinding Financial, LLC
N/A—3,853-3,853-100%$224.0K———
Jacobs Equity LLC
N/A—3,814-3,814-100%$222.0K———
SageView Advisory Group, LLC
N/A—3,807-3,807-100%$221.6K———
Synergy Investment Management, LLC
N/A—3,775-3,775-100%$219.7K———
W1m Asset Management Ltd
N/A—3,769-3,769-100%$219.3K———
Brookwood Investment Group LLC
N/A—3,769-3,769-100%$219.4K———
Impact Partnership Wealth, LLC
N/A—3,708-3,708-100%$215.8K———
AssuredPartners Investment Advisors, LLC
N/A—3,648-3,648-100%$212.3K———
Mutual Advisors, LLC
N/A—3,640-3,640-100%$211.8K———
Cresset Asset Management, LLC
N/A—3,636-3,636-100%$211.6K———
Astra Wealth Partners LLC
N/A—3,575-3,575-100%$208.1K———
Alexander Labrunerie & Co., Inc.
N/A—3,520-3,520-100%$204.9K———
Planning Center, Inc.
N/A—3,504-3,504-100%$203.9K———
Evelyn Partners Group Ltd
N/A—3,502-3,502-100%$204.8K———
Pine Harbor Wealth Management, LLC
N/A—3,495-3,495-100%$203.4K———
SHP Wealth Management
N/A—3,098-3,098-100%$180.3K———
Disciplina Capital Management LLC
N/A—3,033-3,033-100%$176.5K———
Meramec Financial Planners, LLC
N/A—2,646-2,646-100%$153.5K———
MidFirst Bank
N/A—2,557-2,557-100%$148.8K———
BFC Planning, Inc.
N/A—2,321-2,321-100%$135.1K———
PlanVest Financial, Inc
N/A—2,177-2,177-100%$126.7K———
Topsail Wealth Management, LLC
N/A—2,173-2,173-100%$126.5K———
Ameritas Investment Partners, Inc.
N/A—1,772-1,772-100%$103.1K———
Webster Bank, N. A.
N/A—1,679-1,679-100%$97.7K———
Dunhill Financial, LLC
N/A—1,635-1,635-100%$95.2K———
Bessemer Group Inc
N/A—1,592-1,592-100%$93.0K———
Brown Brothers Harriman & Co
N/A—1,547-1,547-100%$90.0K———
Geneos Wealth Management Inc.
N/A—1,382-1,382-100%$80.4K———
Twin Lakes Capital Management, LLC
N/A—1,358-1,358-100%$79.1K———
Osterweis Capital Management Inc
N/A—1,341-1,341-100%$78.0K———
FAS Wealth Partners, Inc.
N/A—1,310-1,310-100%$76.2K———
Morris Financial Concepts, Inc.
N/A—1,268-1,268-100%$73.8K———
Centennial Bank
N/A—1,229-1,229-100%$71.5K———
VSM Wealth Advisory, LLC
N/A—1,168-1,168-100%$68.0K———
Godfrey Financial Associates, Inc.
N/A—1,075-1,075-100%$62.6K———
Avalon Trust Co
N/A—985-985-100%$57.3K———
Minot DeBlois Advisors LLC
N/A—949-949-100%$55.2K———
Rothschild Investment LLC
N/A—850-850-100%$49.5K———
Kilter Group LLC
N/A—806-806-100%$46.9K———
Nalls Sherbakoff Group, LLC
N/A—741-741-100%$43.1K———
Hollencrest Capital Management
N/A—714-714-100%$41.6K———
Chesapeake Asset Management LLC
N/A—687-687-100%$40.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—598-598-100%$34.9K———
Orion Capital Management LLC
N/A—537-537-100%$31.3K———
Continuum Advisory, LLC
N/A—512-512-100%$29.8K———
Ancora Advisors LLCA
N/A—486-486-100%$28.3K———
FWL Investment Management, LLC
N/A—414-414-100%$24.1K———
Medallion Wealth Advisors, LLC
N/A—402-402-100%$23.4K———
Wellington-Altus USA Inc.
N/A—400-400-100%$23.4K———
Nova Wealth Management, Inc.
N/A—305-305-100%$17.8K———
Crews Bank & Trust
N/A—280-280-100%$16.3K———
HFM Investment Advisors, LLC
N/A—256-256-100%$14.9K———
Aventura Private Wealth, LLC
N/A—212-212-100%$12.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—198-198-100%$11.5K———
Strategic Wealth Advisors LLC
N/A—187-187-100%$10———
Graney & King, LLC
N/A—155-155-100%$9.0K———
UMB Bank, n.a.
N/A—130-130-100%$7.6K———
Atomic Invest LLC
N/A—130-130-100%$7.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—130-130-100%$7.6K———
O'shaughnessy Asset Management, LLC
N/A—118-118-100%$6.9K———
Logan Capital Management Inc
N/A—103-103-100%$6.0K———
Motco
N/A—89-89-100%$5.2K———
Colonial Trust Co / SC
N/A—83-83-100%$4.8K———
Founders Financial Alliance, LLC
N/A—82-82-100%$4.8K———
MRP Capital Investments, LLC
N/A—57-57-100%$3.3K———
Addison Advisors LLC
N/A—44-44-100%$2.6K———
Timbuktu Capital Management, LLC
N/A—34-34-100%$2.0K———
IMA Advisory Services, Inc.
N/A—32-32-100%$1.9K———
JPL Wealth Management, LLC
N/A—28-28-100%$1.6K———
Harborfront Financial Group LLC
N/A—28-28-100%$1.6K———
Mcguire Capital Advisors Inc
N/A—11-11-100%$640———
Strategic Wealth Partners, Ltd.
N/A—7-7-100%$407———
Fourth Dimension Wealth, LLC
N/A—3-3-100%$175———
Vestwell Advisors, LLC
N/A—2-2-100%$138———
Cheviot Value Management, LLC
N/A—2-2-100%$116———
Showing 1185 of 1185 institutions