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Vanguard S/T Corp Bond ETF (VCSH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barings LLC
UNCHANGED
Shares5,108,527 from 5,108,527
Change0 (0%)
Value$394.6M (-$9.1M)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares3,740,342 from 3,523,298
Change+217,044 (+6%)
Value$288.9M (+$10.5M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares3,061,983 from 2,972,193
Change+89,790 (+3%)
Value$236.5M (+$1.6M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,936,652 from 2,877,812
Change+58,840 (+2%)
Value$226.9M (-$577.1K)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares2,085,560 from 2,109,739
Change-24,179 (-1%)
Value$161.1M (-$5.6M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares1,983,481 from 1,942,950
Change+40,531 (+2%)
Value$153.2M (-$327.5K)
Filed 2026-10-27
Principal Financial Group Inc
INCREASED
Shares1,962,415 from 952,411
Change+1,010,004 (+106%)
Value$151.6M (+$76.3M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares1,877,636 from 1,628,320
Change+249,316 (+15%)
Value$145.0M (+$16.4M)
Filed 2026-10-08
Creative Planning
INCREASED
Shares1,467,046 from 1,395,017
Change+72,029 (+5%)
Value$113.3M (+$3.1M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,462,440 from 1,477,491
Change-15,051 (-1%)
Value$113.0M (-$3.8M)
Filed 2026-11-04
Oakworth Capital, Inc.
INCREASED
Shares1,339,349 from 1,308,576
Change+30,773 (+2%)
Value$103.5M (+$260.5K)
Filed 2026-10-26
RW Investment Management LLC
DECREASED
Shares1,311,063 from 1,323,784
Change-12,721 (-1%)
Value$101.3M (-$3.3M)
Filed 2026-11-03
Steele Capital Management, Inc.
INCREASED
Shares1,302,682 from 1,295,469
Change+7,213 (+1%)
Value$100.6M (-$1.7M)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,163,017 from 1,139,709
Change+23,308 (+2%)
Value$89.8M (-$228.2K)
Filed 2026-11-04
Busey Bank
INCREASED
Shares1,125,048 from 1,095,725
Change+29,323 (+3%)
Value$86.9M (+$315.2K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
INCREASED
Shares1,078,073 from 732,069
Change+346,004 (+47%)
Value$83.3M (+$25.4M)
Filed 2026-10-28
Angeles Investment Advisors, LLC
NEW
Shares1,009,010
Change+1,009,010
Value$77.9M
Filed 2026-10-22
Keybank National Association
INCREASED
Shares980,769 from 943,988
Change+36,781 (+4%)
Value$75.8M (+$1.2M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares934,536 from 901,572
Change+32,964 (+4%)
Value$72.2M (+$941.6K)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares906,280 from 866,220
Change+40,060 (+5%)
Value$70.0M (+$1.6M)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares832,899 from 843,105
Change-10,206 (-1%)
Value$64.3M (-$2.3M)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares810,657 from 784,392
Change+26,265 (+3%)
Value$62.6M (+$632.7K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares803,323 from 838,602
Change-35,279 (-4%)
Value$62.1M (-$4.2M)
Filed 2026-10-28
Liquid Strategies, LLC
INCREASED
Shares779,140 from 769,472
Change+9,668 (+1%)
Value$60.2M (-$622.8K)
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares725,157 from 310,515
Change+414,642 (+134%)
Value$56.0M (+$31.5M)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares692,852 from 703,186
Change-10,334 (-1%)
Value$53.5M (-$2.1M)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares685,105 from 705,675
Change-20,570 (-3%)
Value$52.9M (-$2.8M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares682,843 from 818,148
Change-135,305 (-17%)
Value$52.7M (-$11.9M)
Filed 2026-11-02
Capital Investment Services of America, Inc.
DECREASED
Shares659,545 from 675,310
Change-15,765 (-2%)
Value$50.9M (-$2.4M)
Filed 2026-11-02
William Mack & Associates, Inc.
INCREASED
Shares645,277 from 610,226
Change+35,051 (+6%)
Value$49.8M (+$1.6M)
Filed 2026-10-27
BCK Partners, Inc.
INCREASED
Shares629,182 from 605,856
Change+23,326 (+4%)
Value$48.6M (+$723.5K)
Filed 2026-10-23
North Star Investment Management Corp.
DECREASED
Shares605,793 from 748,474
Change-142,681 (-19%)
Value$46.8M (-$12.4M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares560,206 from 476,517
Change+83,689 (+18%)
Value$42.3M (+$5.8M)
Filed 2026-10-13
Old National Bancorp
INCREASED
Shares554,377 from 488,005
Change+66,372 (+14%)
Value$42.8M (+$4.3M)
Filed 2026-10-20
AMI Investment Management Inc
DECREASED
Shares552,931 from 554,008
Change-1,077 (0%)
Value$42.7M (-$1.1M)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares552,483 from 281,160
Change+271,323 (+97%)
Value$42.7M (+$20.5M)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
INCREASED
Shares530,492 from 521,512
Change+8,980 (+2%)
Value$41.0M (-$234.5K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares518,145 from 467,983
Change+50,162 (+11%)
Value$40.0M (+$3.0M)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares509,079 from 354,434
Change+154,645 (+44%)
Value$39.3M (+$11.5M)
Filed 2026-10-08
1834 Investment Advisors Co
INCREASED
Shares503,177 from 458,713
Change+44,464 (+10%)
Value$38.9M (+$2.6M)
Filed 2026-10-16
Sunburst Financial Group, LLC
INCREASED
Shares501,101 from 462,477
Change+38,624 (+8%)
Value$38.7M (+$2.2M)
Filed 2026-10-09
Scott Capital Advisors, LLC
INCREASED
Shares472,473 from 418,555
Change+53,918 (+13%)
Value$36.5M (+$3.4M)
Filed 2026-10-13
Dmkc Advisory Services, LLC
DECREASED
Shares454,471 from 570,005
Change-115,534 (-20%)
Value$35.1M (-$9.9M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares450,026 from 463,040
Change-13,014 (-3%)
Value$34.8M (-$1.8M)
Filed 2026-10-21
Cypress Financial Planning LLC
DECREASED
Shares447,489 from 462,522
Change-15,033 (-3%)
Value$34.6M (-$2.0M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares446,725 from 425,825
Change+20,900 (+5%)
Value$34.5K (-$33.6M)
Filed 2026-11-02
Quaker Wealth Management, LLC
INCREASED
Shares443,567 from 431,832
Change+11,735 (+3%)
Value$34.3M (+$137.9K)
Filed 2026-10-22
Wolff Financial Management LLC
INCREASED
Shares435,230 from 421,619
Change+13,611 (+3%)
Value$33.6M (+$301.0K)
Filed 2026-10-23
Fischer Financial Services, Inc.
INCREASED
Shares434,501 from 426,555
Change+7,946 (+2%)
Value$33.6M (-$145.5K)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
INCREASED
Shares416,816 from 390,825
Change+25,991 (+7%)
Value$32.2M (+$1.3M)
Filed 2026-10-21
Albion Financial Group
INCREASED
Shares410,225 from 397,569
Change+12,656 (+3%)
Value$31.7M (+$270.0K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares409,446 from 404,069
Change+5,377 (+1%)
Value$31.6M (-$304.5K)
Filed 2026-11-05
Dagco, Inc.
INCREASED
Shares408,859 from 308,979
Change+99,880 (+32%)
Value$31.6M (+$7.2M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares404,886 from 394,066
Change+10,820 (+3%)
Value$31.3M (+$134.4K)
Filed 2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED
Shares399,702 from 427,179
Change-27,477 (-6%)
Value$30.9M (-$2.9M)
Filed 2026-10-29
Beacon Capital Management, Inc.
INCREASED
Shares395,367 from 221,769
Change+173,598 (+78%)
Value$30.5M (+$13.0M)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
INCREASED
Shares393,600 from 297,254
Change+96,346 (+32%)
Value$30.4M (+$6.9M)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares391,500 from 366,668
Change+24,832 (+7%)
Value$30.2M (+$1.3M)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares385,445 from 381,615
Change+3,830 (+1%)
Value$29.8M (-$383.4K)
Filed 2026-11-03
Lighthouse Financial LLC
INCREASED
Shares385,402 from 213,414
Change+171,988 (+81%)
Value$29.8M (+$12.9M)
Filed 2026-10-23
Fidelis iM, LLC
DECREASED
Shares365,558 from 399,593
Change-34,035 (-9%)
Value$28.2M (-$3.3M)
Filed 2026-10-16
Coyle Financial Counsel LLC
INCREASED
Shares363,868 from 329,479
Change+34,389 (+10%)
Value$28.1M (+$2.1M)
Filed 2026-10-28
Howard Capital Management Group, LLC
INCREASED
Shares362,141 from 356,395
Change+5,746 (+2%)
Value$28.0M (-$190.5K)
Filed 2026-10-16
Bath Savings Trust Co
INCREASED
Shares347,014 from 340,608
Change+6,406 (+2%)
Value$26.8M (-$111.4K)
Filed 2026-10-07
McCarthy Asset Management, Inc.
INCREASED
Shares343,210 from 341,630
Change+1,580 (+0%)
Value$26.5M (-$486.1K)
Filed 2026-10-20
Towneley Capital Management, Inc / de
INCREASED
Shares337,464 from 333,820
Change+3,644 (+1%)
Value$26.1M (-$312.7K)
Filed 2026-10-09
Davidson Capital Management Inc.
INCREASED
Shares336,454 from 329,483
Change+6,971 (+2%)
Value$26.0M (-$48.0K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares333,903 from 282,053
Change+51,850 (+18%)
Value$25.8M (+$3.5M)
Filed 2026-10-19
Rodgers & Associates, LTD
INCREASED
Shares333,055 from 324,430
Change+8,625 (+3%)
Value$25.7M (+$88.8K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares332,399 from 317,532
Change+14,867 (+5%)
Value$25.7M (+$583.3K)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares330,923 from 325,334
Change+5,589 (+2%)
Value$25.6M (-$147.3K)
Filed 2026-10-29
Beacon Financial Strategies Corp
INCREASED
Shares327,681 from 302,407
Change+25,274 (+8%)
Value$25.3M (+$1.4M)
Filed 2026-10-14
Pecaut & Co.
INCREASED
Shares321,079 from 316,064
Change+5,015 (+2%)
Value$24.8M (-$175.2K)
Filed 2026-10-27
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares314,610 from 304,502
Change+10,108 (+3%)
Value$24.3M (+$238.8K)
Filed 2026-10-16
West Financial Advisors, LLC
NEW
Shares314,016
Change+314,016
Value$24.3M
Filed 2026-10-22
Kwmg, LLC
INCREASED
Shares313,400 from 290,981
Change+22,419 (+8%)
Value$24.2M (+$1.2M)
Filed 2026-10-07
Baskin Financial Services Inc.
DECREASED
Shares309,241 from 310,385
Change-1,144 (0%)
Value$23.9K (-$641)
Filed 2026-10-19
Bear Mountain Capital, Inc.
INCREASED
Shares308,731 from 294,695
Change+14,036 (+5%)
Value$23.9M (+$766.7K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares307,277 from 289,724
Change+17,553 (+6%)
Value$23.7M (+$840.3K)
Filed 2026-10-29
Unison Advisors LLC
INCREASED
Shares306,615 from 300,763
Change+5,852 (+2%)
Value$23.7M (-$83.3K)
Filed 2026-10-29
Foundation Wealth Management, Llc\pa
INCREASED
Shares306,313 from 247,930
Change+58,383 (+24%)
Value$23.7M (+$4.1M)
Filed 2026-10-14
Pittenger & Anderson Inc
INCREASED
Shares297,640 from 270,832
Change+26,808 (+10%)
Value$23.0M (+$1.6M)
Filed 2026-11-02
International City Management Association Retirement Corp
INCREASED
Shares296,616 from 181,600
Change+115,016 (+63%)
Value$22.9M (+$8.6M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares294,575 from 224,230
Change+70,345 (+31%)
Value$22.9M (+$5.2M)
Filed 2026-11-04
Hiley Hunt Wealth Management
INCREASED
Shares291,906 from 274,051
Change+17,855 (+7%)
Value$22.5M (+$891.4K)
Filed 2026-10-08
JBGlobal.com LLC
DECREASED
Shares287,976 from 304,996
Change-17,020 (-6%)
Value$22.2M (-$1.9M)
Filed 2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares287,480 from 272,006
Change+15,474 (+6%)
Value$22.2M (+$711.2K)
Filed 2026-10-14
Firestone Capital Management
INCREASED
Shares285,701 from 284,093
Change+1,608 (+1%)
Value$22.1M (-$381.5K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares283,979 from 324,911
Change-40,932 (-13%)
Value$21.9K (-$25.7M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares283,265 from 582,653
Change-299,388 (-51%)
Value$21.9M (-$19.6M)
Filed 2026-10-08
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares276,264 from 276,264
Change0 (0%)
Value$21.3M (-$491.8K)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
INCREASED
Shares274,313 from 212,762
Change+61,551 (+29%)
Value$21.2M (+$4.4M)
Filed 2026-10-28
Paulson Wealth Management Inc.
INCREASED
Shares273,667 from 244,887
Change+28,780 (+12%)
Value$21.1M (+$1.8M)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares268,968 from 248,420
Change+20,548 (+8%)
Value$20.8M (+$1.1M)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares267,526 from 285,697
Change-18,171 (-6%)
Value$20.7M (-$1.9M)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares265,667 from 248,062
Change+17,605 (+7%)
Value$20.5M (+$918.4K)
Filed 2026-10-29
Factor Wealth Management LTD
DECREASED
Shares265,466 from 291,056
Change-25,590 (-9%)
Value$20.5M (-$2.5M)
Filed 2026-10-08
Farmers & Merchants Investments Inc
INCREASED
Shares264,210 from 251,560
Change+12,650 (+5%)
Value$20.4M (+$529.4K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares259,160 from 301,767
Change-42,607 (-14%)
Value$20.0M (-$3.8M)
Filed 2026-10-09
Maryland Capital Advisors Inc.
DECREASED
Shares253,962 from 254,385
Change-423 (0%)
Value$19.6M (-$485.5K)
Filed 2026-10-15
First National Trust Co
INCREASED
Shares248,102 from 244,041
Change+4,061 (+2%)
Value$19.2M (-$120.7K)
Filed 2026-10-28
Matrix Trust Co
INCREASED
Shares246,595 from 244,605
Change+1,990 (+1%)
Value$19.0K (-$282)
Filed 2026-10-07
Fifth Third Bancorp
DECREASED
Shares245,204 from 486,211
Change-241,007 (-50%)
Value$18.9M (-$19.5M)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares243,183 from 221,719
Change+21,464 (+10%)
Value$18.8M (+$1.3M)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
INCREASED
Shares240,098 from 27,320
Change+212,778 (+779%)
Value$18.5M (+$16.4M)
Filed 2026-10-30
Stone Summit Wealth LLC
INCREASED
Shares239,401 from 223,282
Change+16,119 (+7%)
Value$18.5M (+$847.8K)
Filed 2026-10-14
Whelan Financial
INCREASED
Shares239,252 from 224,808
Change+14,444 (+6%)
Value$18.5M (+$715.6K)
Filed 2026-10-28
E&R Wealth Management, LLC
INCREASED
Shares239,191 from 233,820
Change+5,371 (+2%)
Value$18.5M (-$1.3K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED
Shares234,839 from 224,926
Change+9,913 (+4%)
Value$18.1M (+$365.5K)
Filed 2026-11-03
TL Private Wealth
INCREASED
Shares231,353 from 228,711
Change+2,642 (+1%)
Value$17.9M (-$95.3K)
Filed 2026-10-13
Hassell Wealth Management, LLC
INCREASED
Shares228,978 from 227,681
Change+1,297 (+1%)
Value$17.7M (-$209.5K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares227,770 from 235,793
Change-8,023 (-3%)
Value$17.6M (-$1.0M)
Filed 2026-10-05
Essex LLC
INCREASED
Shares227,561 from 224,668
Change+2,893 (+1%)
Value$17.6M (-$176.4K)
Filed 2026-10-14
CVS Health Corp
INCREASED
Shares220,000 from 120,000
Change+100,000 (+83%)
Value$17.0M (+$7.5M)
Filed 2026-11-05
iA Global Asset Management Inc.
INCREASED
Shares213,427 from 206,271
Change+7,156 (+3%)
Value$16.5K (-$16.3M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
INCREASED
Shares209,992 from 160,728
Change+49,264 (+31%)
Value$16.2M (+$3.5M)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares209,602 from 212,608
Change-3,006 (-1%)
Value$16.2M (-$610.6K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares208,943 from 125,277
Change+83,666 (+67%)
Value$16.1M (+$6.3M)
Filed 2026-10-16
Stordahl Capital Management, Inc.
INCREASED
Shares208,012 from 196,535
Change+11,477 (+6%)
Value$16.1M (+$536.7K)
Filed 2026-10-22
Twele Capital Management, Inc.
INCREASED
Shares206,638 from 200,399
Change+6,239 (+3%)
Value$16.0M (+$125.3K)
Filed 2026-10-13
Forbes Financial Planning, Inc.
INCREASED
Shares203,261 from 202,765
Change+496 (+0%)
Value$15.7M (-$322.5K)
Filed 2026-10-23
Mustard Seed Financial, LLC
INCREASED
Shares203,114 from 194,272
Change+8,842 (+5%)
Value$15.7M (+$337.2K)
Filed 2026-10-30
Curbstone Financial Management Corp
DECREASED
Shares202,910 from 205,960
Change-3,050 (-1%)
Value$15.7M (-$602.2K)
Filed 2026-10-21
Sage Rhino Capital LLC
INCREASED
Shares201,158 from 179,765
Change+21,393 (+12%)
Value$15.5M (+$1.3M)
Filed 2026-10-28
Level Financial Advisors
INCREASED
Shares200,313 from 188,449
Change+11,864 (+6%)
Value$15.5M (+$581.1K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares199,468 from 190,573
Change+8,895 (+5%)
Value$15.4M (+$347.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares198,758 from 187,930
Change+10,828 (+6%)
Value$15.3M (+$542.1K)
Filed 2026-10-27
Strategent Financial, LLC
INCREASED
Shares198,657 from 127,970
Change+70,687 (+55%)
Value$15.3M (+$5.2M)
Filed 2026-10-30
Twin Cities Retirement Group LLC
INCREASED
Shares193,063 from 183,578
Change+9,485 (+5%)
Value$14.9M (+$405.9K)
Filed 2026-10-16
Hobart Private Capital, LLC
INCREASED
Shares186,727 from 180,949
Change+5,778 (+3%)
Value$14.4M (+$124.3K)
Filed 2026-10-19
Capstone Capital LLC
INCREASED
Shares186,119 from 156,657
Change+29,462 (+19%)
Value$14.4M (+$2.0M)
Filed 2026-10-14
Gradient Capital Advisors, LLC
INCREASED
Shares185,513 from 180,069
Change+5,444 (+3%)
Value$14.3M (+$100.0K)
Filed 2026-10-21
BCS Wealth Management
INCREASED
Shares180,519 from 157,822
Change+22,697 (+14%)
Value$13.9M (+$1.5M)
Filed 2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED
Shares176,074 from 17,649
Change+158,425 (+898%)
Value$13.6M (+$12.2M)
Filed 2026-10-29
Powers Advisory Group, LLC
INCREASED
Shares175,086 from 156,133
Change+18,953 (+12%)
Value$13.5M (+$1.2M)
Filed 2026-10-14
Platt Investment Counsel, LLC
INCREASED
Shares174,010 from 144,727
Change+29,283 (+20%)
Value$13.4M (+$2.0M)
Filed 2026-10-07
Schear Investment Advisers, LLC
NEW
Shares172,893
Change+172,893
Value$13.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares172,893 from 91,669
Change+81,224 (+89%)
Value$13.4M (+$6.1M)
Filed 2026-10-14
Peddock Capital Advisors, LLC
INCREASED
Shares171,394 from 148,517
Change+22,877 (+15%)
Value$13.2M (+$1.5M)
Filed 2026-10-16
Grove Bank & Trust
DECREASED
Shares170,927 from 177,534
Change-6,607 (-4%)
Value$13.2M (-$826.4K)
Filed 2026-10-08
Magnus Financial Group LLC
INCREASED
Shares169,121 from 152,491
Change+16,630 (+11%)
Value$13.1M (+$1.0M)
Filed 2026-10-21
Legacy CG, LLC
NEW
Shares166,217
Change+166,217
Value$12.8M
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares166,206 from 166,183
Change+23 (+0%)
Value$12.8M (-$294.1K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
INCREASED
Shares164,578 from 107,495
Change+57,083 (+53%)
Value$12.7M (+$4.2M)
Filed 2026-10-20
Asio Capital, LLC
DECREASED
Shares163,893 from 197,193
Change-33,300 (-17%)
Value$12.7M (-$2.9M)
Filed 2026-10-19
King Luther Capital Management Corp
DECREASED
Shares162,280 from 214,801
Change-52,521 (-24%)
Value$12.5M (-$4.4M)
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares153,183 from 153,937
Change-754 (0%)
Value$11.8M (-$332.3K)
Filed 2026-10-29
Asset Advisory Group, Inc.
INCREASED
Shares153,175 from 150,258
Change+2,917 (+2%)
Value$11.8M (-$42.2K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
INCREASED
Shares151,833 from 76,903
Change+74,930 (+97%)
Value$11.7M (+$5.7M)
Filed 2026-10-16
Leading Edge Financial Planning LLC
INCREASED
Shares150,958 from 135,352
Change+15,606 (+12%)
Value$11.7M (+$964.6K)
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares147,762 from 411,962
Change-264,200 (-64%)
Value$11.4M (-$21.1M)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares147,562 from 129,847
Change+17,715 (+14%)
Value$11.4M (+$1.1M)
Filed 2026-11-04
Fifth Third Securities, Inc.
INCREASED
Shares146,955 from 140,567
Change+6,388 (+5%)
Value$11.4M (+$243.3K)
Filed 2026-10-21
Providence First Trust Co
INCREASED
Shares145,409 from 140,369
Change+5,040 (+4%)
Value$11.2M (+$139.5K)
Filed 2026-11-02
Trellis Wealth Advisors LLC
INCREASED
Shares142,489 from 121,094
Change+21,395 (+18%)
Value$11.0M (+$1.4M)
Filed 2026-10-19
IMZ Advisory Inc
INCREASED
Shares141,865 from 127,426
Change+14,439 (+11%)
Value$11.0M (+$888.6K)
Filed 2026-11-03
Hurlow Wealth Management Group, Inc.
INCREASED
Shares139,499 from 131,739
Change+7,760 (+6%)
Value$10.8M (+$364.9K)
Filed 2026-10-29
Marion Wealth Management
INCREASED
Shares134,685 from 132,681
Change+2,004 (+2%)
Value$10.4M (-$81.3K)
Filed 2026-10-22
DDD Partners, LLC
INCREASED
Shares133,726 from 126,003
Change+7,723 (+6%)
Value$10.3M (+$372.3K)
Filed 2026-11-02
Forza Wealth Management, LLC
INCREASED
Shares133,088 from 82,570
Change+50,518 (+61%)
Value$10.3M (+$3.8M)
Filed 2026-10-20
Milestone Investment Advisors LLC
INCREASED
Shares130,218 from 128,841
Change+1,377 (+1%)
Value$10.1M (-$123.0K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares129,757 from 113,413
Change+16,344 (+14%)
Value$10.0M (+$1.1M)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED
Shares126,843 from 137,063
Change-10,220 (-7%)
Value$9.8M (-$1.0M)
Filed 2026-10-15
Telos Capital Management, Inc.
INCREASED
Shares124,583 from 115,170
Change+9,413 (+8%)
Value$9.6M (+$522.2K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares123,902 from 119,110
Change+4,792 (+4%)
Value$9.6M (+$158.2K)
Filed 2026-10-16
Mader & Shannon Wealth Management, Inc.
NEW
Shares122,804
Change+122,804
Value$9.5M
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares121,147 from 211,733
Change-90,586 (-43%)
Value$9.4M (-$7.4M)
Filed 2026-10-26
Private Management Group Inc
INCREASED
Shares120,676 from 118,862
Change+1,814 (+2%)
Value$9.3M (-$71.4K)
Filed 2026-11-04
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares119,980 from 121,225
Change-1,245 (-1%)
Value$9.3M (-$312.0K)
Filed 2026-10-08
Luminvest Wealth Management LLC
DECREASED
Shares118,893 from 147,957
Change-29,064 (-20%)
Value$9.2M (-$2.5M)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED
Shares118,594 from 117,752
Change+842 (+1%)
Value$9.2M (-$144.6K)
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares118,170 from 113,436
Change+4,734 (+4%)
Value$9.1M (+$163.8K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares114,944 from 112,937
Change+2,007 (+2%)
Value$8.9M (-$46.0K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares113,688 from 101,071
Change+12,617 (+12%)
Value$8.8M (+$794.8K)
Filed 2026-11-04
Harbour Trust & Investment Management Co
INCREASED
Shares113,557 from 106,557
Change+7,000 (+7%)
Value$8.8M (+$351.1K)
Filed 2026-10-28
Clarity Wealth Development LLC
INCREASED
Shares113,419 from 89,754
Change+23,665 (+26%)
Value$8.8M (+$1.7M)
Filed 2026-10-22
ETF Portfolio Partners, Inc.
DECREASED
Shares112,598 from 119,432
Change-6,834 (-6%)
Value$8.7M (-$740.5K)
Filed 2026-10-22
SpringVest Wealth Management LLC
INCREASED
Shares112,181 from 107,860
Change+4,321 (+4%)
Value$8.7M (+$141.8K)
Filed 2026-10-27
Sharper & Granite LLC
DECREASED
Shares111,615 from 126,280
Change-14,665 (-12%)
Value$8.8M (-$1.1M)
Filed 2026-11-02
Robinson Value Management, Ltd.
DECREASED
Shares110,803 from 113,789
Change-2,986 (-3%)
Value$8.6M (-$433.2K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares110,152 from 109,942
Change+210 (+0%)
Value$8.5M (-$179.5K)
Filed 2026-10-23
Rakuten Investment Management, Inc.
DECREASED
Shares107,159 from 176,359
Change-69,200 (-39%)
Value$8.3M (-$5.7M)
Filed 2026-10-30
Balance Wealth Partners LLC
INCREASED
Shares104,013 from 98,729
Change+5,284 (+5%)
Value$8.0M (+$232.5K)
Filed 2026-10-27
Meitav Investment House LTD
INCREASED
Shares103,582 from 101,804
Change+1,778 (+2%)
Value$8.0M (-$45.7K)
Filed 2026-10-28
Cordatus Wealth Management LLC
DECREASED
Shares103,257 from 104,163
Change-906 (-1%)
Value$8.0M (-$255.4K)
Filed 2026-10-19
Glenview Trust Co
INCREASED
Shares103,061 from 102,145
Change+916 (+1%)
Value$8.0M (-$111.1K)
Filed 2026-10-28
Curtis Advisory Group, LLC
INCREASED
Shares102,933 from 98,116
Change+4,817 (+5%)
Value$8.0M (+$197.5K)
Filed 2026-10-28
Integrated Advisors Network LLC
INCREASED
Shares102,726 from 102,582
Change+144 (+0%)
Value$7.9M (-$171.5K)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares101,895 from 102,188
Change-293 (0%)
Value$7.9M (-$204.5K)
Filed 2026-10-22
Quattro Financial Advisors LLC
DECREASED
Shares100,187 from 100,284
Change-97 (0%)
Value$7.7M (-$186.0K)
Filed 2026-10-15
Parsons Capital Management Inc
INCREASED
Shares100,056 from 99,926
Change+130 (+0%)
Value$7.7M (-$167.8K)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
INCREASED
Shares99,041 from 93,706
Change+5,335 (+6%)
Value$7.7M (+$300.4K)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares97,955 from 89,169
Change+8,786 (+10%)
Value$7.6K (-$7.0M)
Filed 2026-10-26
Montis Financial, LLC
DECREASED
Shares97,814 from 106,027
Change-8,213 (-8%)
Value$7.6M (-$823.2K)
Filed 2026-11-04
Integrity Investment Advisors, LLC
DECREASED
Shares97,130 from 103,052
Change-5,922 (-6%)
Value$7.5M (-$640.9K)
Filed 2026-11-03
Rossmore Private Capital
DECREASED
Shares96,690 from 97,072
Change-382 (0%)
Value$7.5M (-$202.3K)
Filed 2026-10-27
Lauer Wealth, LLC
INCREASED
Shares95,784 from 76,105
Change+19,679 (+26%)
Value$7.4M (+$1.4M)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares95,496 from 96,127
Change-631 (-1%)
Value$7.4M (-$219.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares95,417 from 75,839
Change+19,578 (+26%)
Value$7.4M (+$1.4M)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares94,128 from 96,010
Change-1,882 (-2%)
Value$7.3M (-$316.3K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares93,585 from 82,899
Change+10,686 (+13%)
Value$7.2M (+$677.9K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares92,833 from 92,356
Change+477 (+1%)
Value$7.2M (-$127.5K)
Filed 2026-10-01
Oak Harvest Investment Services
DECREASED
Shares92,708 from 93,220
Change-512 (-1%)
Value$7.2M (-$205.5K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
INCREASED
Shares90,838 from 28,838
Change+62,000 (+215%)
Value$7.0M (+$4.7M)
Filed 2026-11-04
Climber Capital SA
INCREASED
Shares90,049 from 88,537
Change+1,512 (+2%)
Value$5.0M (-$265.2K)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares89,422 from 77,547
Change+11,875 (+15%)
Value$6.9M (+$779.3K)
Filed 2026-10-27
Equita Financial Network, Inc.
INCREASED
Shares89,325 from 83,281
Change+6,044 (+7%)
Value$6.9M (+$318.7K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares87,918 from 15,065
Change+72,853 (+484%)
Value$6.8M (+$5.6M)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares87,278 from 77,783
Change+9,495 (+12%)
Value$6.7M (+$595.1K)
Filed 2026-11-05
Eukles Asset Management
INCREASED
Shares85,518 from 69,197
Change+16,321 (+24%)
Value$6.6M (+$1.1M)
Filed 2026-11-04
Studio Investment Management LLC
INCREASED
Shares84,412 from 79,428
Change+4,984 (+6%)
Value$6.5M (+$243.6K)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares84,202 from 84,444
Change-242 (0%)
Value$6.5M (-$169.0K)
Filed 2026-10-19
Virtus Family Office LLC
INCREASED
Shares84,158 from 83,128
Change+1,030 (+1%)
Value$6.5M (-$68.4K)
Filed 2026-10-30
CWS Financial Advisors, LLC
INCREASED
Shares83,242 from 77,306
Change+5,936 (+8%)
Value$6.4M (+$321.0K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares83,148 from 92,938
Change-9,790 (-11%)
Value$6.4M (-$921.7K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares81,748 from 50,041
Change+31,707 (+63%)
Value$6.3M (+$2.4M)
Filed 2026-10-13
Professional Advisory Services Inc
INCREASED
Shares81,230 from 77,950
Change+3,280 (+4%)
Value$6.3K (+$115)
Filed 2026-10-08
Catalyst Capital Advisors LLC
UNCHANGED
Shares81,223 from 81,223
Change0 (0%)
Value$6.3M (-$144.6K)
Filed 2026-11-02
Arcataur Capital Management LLC
INCREASED
Shares80,963 from 64,323
Change+16,640 (+26%)
Value$6.3M (+$1.2M)
Filed 2026-10-21
Perennial Advisors, LLC
INCREASED
Shares80,263 from 78,880
Change+1,383 (+2%)
Value$6.2M (-$33.6K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares79,748 from 76,875
Change+2,873 (+4%)
Value$6.2M (+$85.2K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares78,800 from 110,542
Change-31,742 (-29%)
Value$6.1M (-$2.6M)
Filed 2026-10-28
Johnson Bixby & Associates, LLC
DECREASED
Shares78,774 from 596,046
Change-517,272 (-87%)
Value$6.1M (-$41.0M)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares78,276 from 86,651
Change-8,375 (-10%)
Value$6.0M (-$801.3K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares78,222 from 71,619
Change+6,603 (+9%)
Value$6.0M (+$382.6K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares77,414 from 19,933
Change+57,481 (+288%)
Value$6.0M (+$4.4M)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares77,106 from 76,185
Change+921 (+1%)
Value$6.0M (-$64.4K)
Filed 2026-10-26
LFA - Lugano Financial Advisors SA
INCREASED
Shares76,085 from 66,137
Change+9,948 (+15%)
Value$5.9M (+$761.2K)
Filed 2026-11-03
Prospera Capital Management, LLC
INCREASED
Shares75,888 from 21,826
Change+54,062 (+248%)
Value$5.9M (+$4.1M)
Filed 2026-10-19
Kure Advisory, LLC
INCREASED
Shares74,784 from 70,994
Change+3,790 (+5%)
Value$5.8M (+$166.5K)
Filed 2026-10-08
Mountain Pacific Investment Advisers LLC
DECREASED
Shares74,629 from 75,668
Change-1,039 (-1%)
Value$5.8M (-$214.9K)
Filed 2026-10-29
Rockwood Wealth Management, LLC
INCREASED
Shares74,488 from 41,149
Change+33,339 (+81%)
Value$5.8M (+$2.5M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares74,448 from 74,537
Change-89 (0%)
Value$5.8M (-$139.6K)
Filed 2026-10-29
Simon Quick Advisors, LLC
INCREASED
Shares74,054 from 59,475
Change+14,579 (+25%)
Value$5.7M (+$1.0M)
Filed 2026-10-26
Guardian Wealth Management, Inc.
INCREASED
Shares73,585 from 65,551
Change+8,034 (+12%)
Value$5.7M (+$504.0K)
Filed 2026-10-30
Guyasuta Investment Advisors Inc
UNCHANGED
Shares73,511 from 73,511
Change0 (0%)
Value$5.7M (-$130.8K)
Filed 2026-10-15
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares72,619 from 71,388
Change+1,231 (+2%)
Value$5.6K (-$5.6M)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
DECREASED
Shares72,567 from 76,544
Change-3,977 (-5%)
Value$5.6M (-$443.4K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares72,097 from 72,913
Change-816 (-1%)
Value$5.6M (-$192.8K)
Filed 2026-10-08
Oppenheimer & Co Inc
DECREASED
Shares71,483 from 76,430
Change-4,947 (-6%)
Value$5.5M (-$518.2K)
Filed 2026-10-26
Westover Capital Advisors, LLC
NEW
Shares71,045
Change+71,045
Value$5.5M
Filed 2026-10-26
Axxcess Wealth Management, LLC
DECREASED
Shares70,236 from 108,452
Change-38,216 (-35%)
Value$5.4M (-$3.1M)
Filed 2026-10-21
Everett Harris & Co
UNCHANGED
Shares70,130 from 70,130
Change0 (0%)
Value$5.4M (-$124.8K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED
Shares69,905 from 57,769
Change+12,136 (+21%)
Value$5.4M (+$834.6K)
Filed 2026-11-02
Bridgelight Financial Advisors, Inc.
DECREASED
Shares69,640 from 72,905
Change-3,265 (-4%)
Value$5.4M (-$382.0K)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares69,559 from 26,289
Change+43,270 (+165%)
Value$5.4M (+$3.3M)
Filed 2026-11-02
Brucke Financial, Inc.
DECREASED
Shares69,435 from 70,177
Change-742 (-1%)
Value$5.4M (-$182.2K)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares68,936 from 68,732
Change+204 (+0%)
Value$5.3M (-$106.6K)
Filed 2026-10-22
BAR Harbor Wealth Management
DECREASED
Shares67,778 from 69,153
Change-1,375 (-2%)
Value$5.2M (-$229.3K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares67,770 from 19,181
Change+48,589 (+253%)
Value$5.2M (+$3.7M)
Filed 2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED
Shares67,585 from 76,942
Change-9,357 (-12%)
Value$5.2M (-$859.8K)
Filed 2026-11-03
Gladwyn Financial Advisors, Inc.
INCREASED
Shares67,226 from 65,538
Change+1,688 (+3%)
Value$5.2M (+$13.7K)
Filed 2026-10-05
Evergreen Capital Management LLC
DECREASED
Shares66,956 from 67,034
Change-78 (0%)
Value$5.2M (-$125.4K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
INCREASED
Shares64,504 from 61,984
Change+2,520 (+4%)
Value$5.0M (+$84.4K)
Filed 2026-10-28
NavPoint Financial, Inc.
INCREASED
Shares64,367 from 52,490
Change+11,877 (+23%)
Value$5.0M (+$824.1K)
Filed 2026-10-21
Rezny Wealth Management, Inc.
DECREASED
Shares64,320 from 64,681
Change-361 (-1%)
Value$5.0M (-$143.0K)
Filed 2026-10-15
IFG Advisors, LLC
INCREASED
Shares64,180 from 50,219
Change+13,961 (+28%)
Value$5.0M (+$989.1K)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares63,930 from 62,830
Change+1,100 (+2%)
Value$4.9M (-$26.9K)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares63,202 from 65,299
Change-2,097 (-3%)
Value$4.9M (-$278.2K)
Filed 2026-11-05
Shotwell Rutter Baer Inc
INCREASED
Shares62,559 from 61,567
Change+992 (+2%)
Value$4.8M (-$32.9K)
Filed 2026-10-14
Massachusetts Wealth Management
DECREASED
Shares62,526 from 62,951
Change-425 (-1%)
Value$4.8M (-$144.9K)
Filed 2026-10-21
Black Diamond Financial, LLC
DECREASED
Shares62,275 from 66,007
Change-3,732 (-6%)
Value$4.8M (-$405.8K)
Filed 2026-10-26
Blueline Advisors LLC
DECREASED
Shares61,377 from 62,419
Change-1,042 (-2%)
Value$4.7M (-$191.6K)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares61,166 from 60,863
Change+303 (+1%)
Value$4.7M (-$84.9K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares60,962
Change+60,962
Value$4.7M
Filed 2026-10-14
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares60,629 from 22,511
Change+38,118 (+169%)
Value$4.7M (+$2.9M)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares60,114 from 61,838
Change-1,724 (-3%)
Value$4.6M (-$243.3K)
Filed 2026-11-04
Marietta Wealth Management, LLC
INCREASED
Shares60,031 from 55,161
Change+4,870 (+9%)
Value$4.6M (+$281.0K)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares59,555 from 60,505
Change-950 (-2%)
Value$4.6K (-$4.8M)
Filed 2026-10-26
Patten Group, Inc.
INCREASED
Shares59,488 from 57,781
Change+1,707 (+3%)
Value$4.6M (+$29.0K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares57,582 from 55,207
Change+2,375 (+4%)
Value$4.4K (-$4.4M)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares57,175 from 52,105
Change+5,070 (+10%)
Value$4.4M (+$298.9K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares56,638 from 54,987
Change+1,651 (+3%)
Value$4.4M (+$29.7K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares56,423 from 43,290
Change+13,133 (+30%)
Value$4.4M (+$937.5K)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED
Shares55,634 from 52,638
Change+2,996 (+6%)
Value$4.3M (+$137.7K)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares55,392 from 58,733
Change-3,341 (-6%)
Value$4.3M (-$362.6K)
Filed 2026-11-03
Planning Strategies Inc.
INCREASED
Shares54,614 from 53,903
Change+711 (+1%)
Value$4.2M (-$41.0K)
Filed 2026-10-02
Juncture Wealth Strategies, LLC
INCREASED
Shares54,559 from 53,672
Change+887 (+2%)
Value$4.2M (-$27.0K)
Filed 2026-10-06
McMill Wealth Management
DECREASED
Shares54,146 from 85,831
Change-31,685 (-37%)
Value$4.2M (-$2.6M)
Filed 2026-11-05
Stirlingshire Investments, Inc.
DECREASED
Shares53,807 from 54,228
Change-421 (-1%)
Value$4.2M (-$129.0K)
Filed 2026-11-05
Bull Street Advisors, LLC
INCREASED
Shares53,434 from 50,487
Change+2,947 (+6%)
Value$4.1K (-$4.0M)
Filed 2026-10-20
Level Wealth Management LLC
INCREASED
Shares52,536 from 26,533
Change+26,003 (+98%)
Value$4.1M (+$2.0M)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED
Shares51,987 from 44,597
Change+7,390 (+17%)
Value$4.0M (+$491.6K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares51,911
Change+51,911
Value$4.0M
Filed 2026-10-28
Guardian Asset Advisors, LLC
INCREASED
Shares51,383 from 46,778
Change+4,605 (+10%)
Value$4.0M (+$272.5K)
Filed 2026-10-16
Farrell Financial LLC
INCREASED
Shares51,035 from 48,709
Change+2,326 (+5%)
Value$3.9M (+$93.0K)
Filed 2026-10-16
Fiduciary Advisors, Inc.
DECREASED
Shares50,046 from 51,464
Change-1,418 (-3%)
Value$3.9M (-$201.2K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares49,194 from 51,126
Change-1,932 (-4%)
Value$3.8M (-$240.2K)
Filed 2026-10-08
TriaGen Wealth Management LLC
INCREASED
Shares48,570 from 46,328
Change+2,242 (+5%)
Value$3.8M (+$90.7K)
Filed 2026-10-14
CWC Advisors, Llc.
DECREASED
Shares48,545 from 61,693
Change-13,148 (-21%)
Value$3.8M (-$1.1M)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED
Shares48,431 from 44,632
Change+3,799 (+9%)
Value$3.7M (+$214.0K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares48,239 from 46,186
Change+2,053 (+4%)
Value$3.7M (+$76.4K)
Filed 2026-11-05
Hegarty Advisors, LLC
INCREASED
Shares48,023 from 46,810
Change+1,213 (+3%)
Value$3.7M (+$10.4K)
Filed 2026-10-20
Sightline Wealth Advisors, LLC
DECREASED
Shares47,786 from 63,665
Change-15,879 (-25%)
Value$3.7M (-$1.3M)
Filed 2026-10-21
Arrow Financial Corp
DECREASED
Shares47,352 from 55,641
Change-8,289 (-15%)
Value$3.7M (-$739.4K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares47,259 from 46,539
Change+720 (+2%)
Value$3.7M (-$27.2K)
Filed 2026-10-14
Warwick Investment Management, Inc.
DECREASED
Shares46,913 from 51,725
Change-4,812 (-9%)
Value$3.6M (-$463.8K)
Filed 2026-10-19
Jnba Financial Advisors
DECREASED
Shares46,509 from 48,901
Change-2,392 (-5%)
Value$3.6M (-$271.8K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares46,460 from 48,298
Change-1,838 (-4%)
Value$3.6M (-$227.9K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares46,415 from 38,327
Change+8,088 (+21%)
Value$3.6M (+$556.5K)
Filed 2026-10-27
Culbertson A N & Co Inc
INCREASED
Shares46,325 from 44,268
Change+2,057 (+5%)
Value$3.6M (+$80.1K)
Filed 2026-10-21
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares45,445 from 83,312
Change-37,867 (-45%)
Value$3.5M (-$3.1M)
Filed 2026-10-22
Discipline Wealth Solutions, LLC
INCREASED
Shares45,050 from 43,103
Change+1,947 (+5%)
Value$3.5M (+$73.7K)
Filed 2026-10-14
Pacific Park Financial, Inc.
INCREASED
Shares45,016 from 41,735
Change+3,281 (+8%)
Value$3.5M (+$179.2K)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares44,996 from 42,810
Change+2,186 (+5%)
Value$3.5M (+$92.7K)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
DECREASED
Shares44,980 from 168,665
Change-123,685 (-73%)
Value$3.5M (-$9.9M)
Filed 2026-11-04
Finer Wealth Management, Inc.
NEW
Shares44,853
Change+44,853
Value$3.5M
Filed 2026-10-16
rebel Financial LLC
NEW
Shares44,688
Change+44,688
Value$3.5M
Filed 2026-11-04
Connecticut Wealth Management, LLC
DECREASED
Shares44,379 from 52,253
Change-7,874 (-15%)
Value$3.4M (-$701.3K)
Filed 2026-10-13
LifeWealth Investments, LLC
INCREASED
Shares44,158 from 43,079
Change+1,079 (+3%)
Value$3.4M (+$6.7K)
Filed 2026-10-21
Sims Investment Management, LLC
INCREASED
Shares43,399 from 39,777
Change+3,622 (+9%)
Value$3.4M (+$209.0K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
INCREASED
Shares43,218 from 35,488
Change+7,730 (+22%)
Value$3.3M (+$534.0K)
Filed 2026-11-02
Middleton & Co Inc
DECREASED
Shares43,176 from 52,401
Change-9,225 (-18%)
Value$3.3M (-$805.9K)
Filed 2026-10-23
Equity Investment Corp
INCREASED
Shares42,716 from 39,271
Change+3,445 (+9%)
Value$3.3M (+$196.2K)
Filed 2026-11-04
Intelligent Financial Strategies
INCREASED
Shares41,980 from 39,017
Change+2,963 (+8%)
Value$3.2M (+$159.4K)
Filed 2026-10-16
Capital Investment Advisors, LLC
DECREASED
Shares40,548 from 41,587
Change-1,039 (-2%)
Value$3.1M (-$154.3K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares40,346 from 25,394
Change+14,952 (+59%)
Value$3.1M (+$1.1M)
Filed 2026-10-22
Bellecapital International Ltd.
DECREASED
Shares39,911 from 60,226
Change-20,315 (-34%)
Value$3.1M (-$1.7M)
Filed 2026-10-21
Financial Management Network Inc
INCREASED
Shares39,905 from 37,693
Change+2,212 (+6%)
Value$3.1M (+$106.3K)
Filed 2026-10-09
Cedar Point Capital Partners, LLC
DECREASED
Shares39,582 from 40,873
Change-1,291 (-3%)
Value$3.1M (-$172.5K)
Filed 2026-10-29
Diversified Portfolios, Inc.
INCREASED
Shares39,363 from 38,024
Change+1,339 (+4%)
Value$3.0M (+$35.8K)
Filed 2026-11-04
Insight Inv LLC
DECREASED
Shares39,287 from 40,400
Change-1,113 (-3%)
Value$3.0M (-$157.9K)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
DECREASED
Shares39,180 from 39,220
Change-40 (0%)
Value$3.0M (-$72.9K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares39,145 from 37,595
Change+1,550 (+4%)
Value$3.0M (+$52.8K)
Filed 2026-10-22
Stone Wealth Partners
NEW
Shares39,014
Change+39,014
Value$3.0M
Filed 2026-11-05
Foster Group, Inc.
INCREASED
Shares38,578 from 37,007
Change+1,571 (+4%)
Value$3.0M (+$55.5K)
Filed 2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED
Shares38,470 from 38,470
Change0 (0%)
Value$3.0K (-$68)
Filed 2026-10-13
MMA Asset Management LLC
DECREASED
Shares38,269 from 41,232
Change-2,963 (-7%)
Value$3.0M (-$302.3K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
NEW
Shares38,250
Change+38,250
Value$3.0M
Filed 2026-10-13
Presilium Private Wealth, LLC
DECREASED
Shares38,051 from 41,456
Change-3,405 (-8%)
Value$2.9M (-$336.8K)
Filed 2026-10-26
Mengis Capital Management, Inc.
INCREASED
Shares38,035 from 18,932
Change+19,103 (+101%)
Value$2.9M (+$1.4M)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares37,689 from 36,958
Change+731 (+2%)
Value$2.9M (-$9.4K)
Filed 2026-10-08
Alamar Capital Management, LLC
NEW
Shares37,500
Change+37,500
Value$2.9M
Filed 2026-11-02
Wavvest Wealth LLC
NEW
Shares37,417
Change+37,417
Value$2.9M
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares37,105 from 36,966
Change+139 (+0%)
Value$2.9M (-$55.1K)
Filed 2026-10-09
Fagan Associates, Inc.
DECREASED
Shares36,962 from 38,530
Change-1,568 (-4%)
Value$2.9M (-$189.6K)
Filed 2026-10-13
4Wealth Advisors, Inc.
INCREASED
Shares36,956 from 33,940
Change+3,016 (+9%)
Value$2.9M (+$167.8K)
Filed 2026-10-13
Agate Pass Investment Management, LLC
DECREASED
Shares36,628 from 37,570
Change-942 (-3%)
Value$2.8M (-$139.6K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares36,136 from 36,100
Change+36 (+0%)
Value$2.8M (-$61.5K)
Filed 2026-11-04
Meridian Financial Advisors, LLC
INCREASED
Shares36,040 from 35,521
Change+519 (+1%)
Value$2.8M (-$23.1K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares36,000 from 36,280
Change-280 (-1%)
Value$2.8M (-$86.2K)
Filed 2026-10-23
Evanson Financial, LLC
INCREASED
Shares35,839 from 32,603
Change+3,236 (+10%)
Value$2.8M (+$191.9K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares35,511 from 46,674
Change-11,163 (-24%)
Value$2.7M (-$948.4K)
Filed 2026-11-03
Transcendent Capital Group LLC
INCREASED
Shares35,314 from 31,796
Change+3,518 (+11%)
Value$2.7M (+$215.2K)
Filed 2026-10-28
Five Pine Wealth Management
DECREASED
Shares34,203 from 36,716
Change-2,513 (-7%)
Value$2.6M (-$259.5K)
Filed 2026-10-20
Exchange Bank
INCREASED
Shares34,169 from 27,115
Change+7,054 (+26%)
Value$2.6M (+$496.7K)
Filed 2026-10-07
Eagle Global Advisors LLC
INCREASED
Shares34,129 from 33,529
Change+600 (+2%)
Value$2.6M (-$13.3K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares33,933 from 24,377
Change+9,556 (+39%)
Value$2.6M (+$694.8K)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares33,899 from 34,294
Change-395 (-1%)
Value$2.6M (-$91.6K)
Filed 2026-10-22
North Forty Two & Co.
INCREASED
Shares33,764 from 33,139
Change+625 (+2%)
Value$2.6M (-$10.7K)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares33,332 from 29,410
Change+3,922 (+13%)
Value$2.6M (+$250.6K)
Filed 2026-11-05
Clear Retirement Advice LLC
DECREASED
Shares33,332 from 35,181
Change-1,849 (-5%)
Value$2.6M (-$205.5K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares33,210 from 32,181
Change+1,029 (+3%)
Value$2.6M (+$22.2K)
Filed 2026-10-13
PFG Advisors
NEW
Shares33,116
Change+33,116
Value$2.6M
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares33,110 from 29,362
Change+3,748 (+13%)
Value$2.6M (+$252.0K)
Filed 2026-10-20
Clarity Capital Advisors, LLC
INCREASED
Shares32,701 from 30,862
Change+1,839 (+6%)
Value$2.5M (+$87.1K)
Filed 2026-10-27
Axos Invest Inc.
DECREASED
Shares32,625 from 34,006
Change-1,381 (-4%)
Value$2.5M (-$167.2K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares32,565 from 32,758
Change-193 (-1%)
Value$2.5M (-$73.2K)
Filed 2026-11-05
Sagace Wealth Management LLC
INCREASED
Shares32,394 from 32,114
Change+280 (+1%)
Value$2.5M (-$35.5K)
Filed 2026-10-28
AXS Investments LLC
INCREASED
Shares32,097 from 21,695
Change+10,402 (+48%)
Value$2.5M (+$764.9K)
Filed 2026-11-04
CGN Advisors LLC
INCREASED
Shares31,765 from 28,914
Change+2,851 (+10%)
Value$2.5M (+$168.8K)
Filed 2026-10-21
ETF Store, Inc.
INCREASED
Shares31,614 from 30,672
Change+942 (+3%)
Value$2.4M (+$18.2K)
Filed 2026-10-19
Linscomb Wealth, Inc.
DECREASED
Shares31,559 from 32,103
Change-544 (-2%)
Value$2.4M (-$99.2K)
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares31,449 from 32,276
Change-827 (-3%)
Value$2.4M (-$121.4K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares31,013 from 28,944
Change+2,069 (+7%)
Value$2.4M (+$108.3K)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares30,472 from 32,031
Change-1,559 (-5%)
Value$2.4M (-$177.4K)
Filed 2026-11-05
First Hawaiian Bank
INCREASED
Shares30,412 from 26,458
Change+3,954 (+15%)
Value$2.3M (+$258.4K)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares29,948 from 40,244
Change-10,296 (-26%)
Value$2.3M (-$867.0K)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares29,883 from 28,780
Change+1,103 (+4%)
Value$2.3M (+$33.9K)
Filed 2026-10-23
Penobscot Wealth Management
INCREASED
Shares29,658 from 23,981
Change+5,677 (+24%)
Value$2.3M (+$395.9K)
Filed 2026-10-21
SRH Advisors, LLC
INCREASED
Shares29,189 from 22,115
Change+7,074 (+32%)
Value$2.3M (+$507.1K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares28,962 from 28,107
Change+855 (+3%)
Value$2.2M (+$44.5K)
Filed 2026-10-27
Braun-Bostich & Associates Inc.
DECREASED
Shares28,877 from 29,642
Change-765 (-3%)
Value$2.2M (-$111.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares28,435 from 41,212
Change-12,777 (-31%)
Value$2.2M (-$1.0M)
Filed 2026-11-02
Prosperity Advisers, LLC
INCREASED
Shares28,273 from 27,279
Change+994 (+4%)
Value$2.2M (+$28.2K)
Filed 2026-10-28
AUA Capital Management, LLC
DECREASED
Shares28,099 from 28,154
Change-55 (0%)
Value$2.2M (-$54.4K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED
Shares27,874 from 3,872
Change+24,002 (+620%)
Value$2.2M (+$1.8M)
Filed 2026-10-16
Martin Capital Advisors, LLP
UNCHANGED
Shares27,800 from 27,800
Change0 (0%)
Value$2.1M (-$49.5K)
Filed 2026-10-15
Crescent Sterling, Ltd.
INCREASED
Shares27,795 from 19,357
Change+8,438 (+44%)
Value$2.1M (+$617.4K)
Filed 2026-10-16
Narus Financial Partners, LLC
DECREASED
Shares27,621 from 32,320
Change-4,699 (-15%)
Value$2.1M (-$420.5K)
Filed 2026-10-19
American National Bank & Trust
INCREASED
Shares27,119 from 24,281
Change+2,838 (+12%)
Value$2.1M (+$176.2K)
Filed 2026-10-07
Steinberganna Wealth Management
INCREASED
Shares26,910 from 26,711
Change+199 (+1%)
Value$2.1M (-$32.2K)
Filed 2026-10-23
Friedenthal Financial
INCREASED
Shares25,929 from 22,374
Change+3,555 (+16%)
Value$2.0M (+$234.8K)
Filed 2026-10-27
D.B. Root & Company, LLC
DECREASED
Shares25,859 from 26,008
Change-149 (-1%)
Value$2.0M (-$57.8K)
Filed 2026-11-04
Rudd Co d/b/a Styre Wealth
NEW
Shares25,762
Change+25,762
Value$2.0M
Filed 2026-10-29
Absolute Capital Management, LLC
UNCHANGED
Shares25,725 from 25,725
Change0 (0%)
Value$2.0M (-$45.8K)
Filed 2026-10-16
PW Nova Financial Services LLC
DECREASED
Shares25,679 from 27,173
Change-1,494 (-5%)
Value$2.0M (-$163.8K)
Filed 2026-10-15
Chemistry Wealth Management LLC
INCREASED
Shares25,266 from 25,255
Change+11 (+0%)
Value$2.0M (-$44.1K)
Filed 2026-10-16
Mechanics Bank Trust Department
INCREASED
Shares25,257 from 16,125
Change+9,132 (+57%)
Value$2.0M (+$676.7K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares25,076 from 24,072
Change+1,004 (+4%)
Value$1.9M (+$34.8K)
Filed 2026-10-28
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares24,943 from 24,358
Change+585 (+2%)
Value$1.9K (+$1)
Filed 2026-10-14
Gordian Advisors LLC
INCREASED
Shares24,813 from 23,877
Change+936 (+4%)
Value$1.9M (+$29.8K)
Filed 2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares24,430 from 21,951
Change+2,479 (+11%)
Value$1.9M (+$152.4K)
Filed 2026-10-22
Keeler Thomas Management LLC
DECREASED
Shares24,430 from 26,090
Change-1,660 (-6%)
Value$1.9M (-$174.7K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares23,989 from 32,344
Change-8,355 (-26%)
Value$1.9M (-$703.0K)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
DECREASED
Shares23,951 from 24,886
Change-935 (-4%)
Value$1.9M (-$116.5K)
Filed 2026-10-23
MBE Wealth Management, LLC
INCREASED
Shares23,830 from 23,784
Change+46 (+0%)
Value$1.8M (-$38.8K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED
Shares23,716 from 22,342
Change+1,374 (+6%)
Value$1.8M (+$66.4K)
Filed 2026-10-23
Stone Loft Wealth Management LLC
DECREASED
Shares23,454 from 29,175
Change-5,721 (-20%)
Value$1.8M (-$485.2K)
Filed 2026-11-03
Good Harbor Advisors, Inc.
INCREASED
Shares23,447 from 21,781
Change+1,666 (+8%)
Value$1.8M (+$89.8K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares23,421 from 21,475
Change+1,946 (+9%)
Value$1.8M (+$112.1K)
Filed 2026-10-23
Sheets Smith Wealth Management
INCREASED
Shares23,367 from 21,777
Change+1,590 (+7%)
Value$1.8M (+$84.1K)
Filed 2026-10-16
Thrive Capital Management, LLC
INCREASED
Shares23,226 from 11,133
Change+12,093 (+109%)
Value$1.8M (+$914.3K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED
Shares23,151 from 28,340
Change-5,189 (-18%)
Value$1.8M (-$451.2K)
Filed 2026-10-21
Cutler Investment Counsel LLC
INCREASED
Shares23,057 from 22,400
Change+657 (+3%)
Value$1.8M (+$10.9K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
DECREASED
Shares22,951 from 26,960
Change-4,009 (-15%)
Value$1.8M (-$357.7K)
Filed 2026-10-20
First County Bank
UNCHANGED
Shares22,838 from 22,838
Change0 (0%)
Value$1.8M (-$40.7K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
DECREASED
Shares22,807 from 23,297
Change-490 (-2%)
Value$1.8M (-$79.3K)
Filed 2026-10-05
Clear Point Advisors Inc.
INCREASED
Shares22,740 from 22,378
Change+362 (+2%)
Value$1.8M (-$11.9K)
Filed 2026-10-30
Bare Financial Services, Inc
INCREASED
Shares22,661 from 18,256
Change+4,405 (+24%)
Value$1.8M (+$307.8K)
Filed 2026-11-04
New England Private Wealth Advisors LLC
INCREASED
Shares22,633 from 22,467
Change+166 (+1%)
Value$1.7M (-$14.6K)
Filed 2026-10-19
Ramiah Investment Group
INCREASED
Shares22,183 from 21,140
Change+1,043 (+5%)
Value$1.7M (+$42.9K)
Filed 2026-10-20
Bauman Advisory Group, LLC
DECREASED
Shares21,720 from 22,768
Change-1,048 (-5%)
Value$1.7M (-$121.5K)
Filed 2026-10-29
Aries Wealth Management
DECREASED
Shares21,642 from 21,687
Change-45 (0%)
Value$1.7M (-$42.1K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares21,503 from 21,456
Change+47 (+0%)
Value$1.7M (-$34.6K)
Filed 2026-11-02
Insight Wealth Partners, LLC
DECREASED
Shares21,494 from 21,892
Change-398 (-2%)
Value$1.7M (-$69.6K)
Filed 2026-10-26
Washington Capital Management, Inc
INCREASED
Shares21,425 from 17,925
Change+3,500 (+20%)
Value$1.7M (+$238.5K)
Filed 2026-10-19
Verus Wealth Management, LLC
DECREASED
Shares20,892 from 36,027
Change-15,135 (-42%)
Value$1.6M (-$1.2M)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares20,731 from 18,828
Change+1,903 (+10%)
Value$1.6M (+$113.5K)
Filed 2026-10-14
Sonata Capital Group Inc
INCREASED
Shares20,451 from 18,528
Change+1,923 (+10%)
Value$1.6M (+$115.6K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
DECREASED
Shares20,295 from 30,970
Change-10,675 (-34%)
Value$1.6M (-$879.7K)
Filed 2026-10-29
Fullerton Advisors, LLC
INCREASED
Shares20,228 from 17,098
Change+3,130 (+18%)
Value$1.6M (+$211.3K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares19,971 from 3,519
Change+16,452 (+468%)
Value$1.5M (+$1.3M)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares19,955 from 21,121
Change-1,166 (-6%)
Value$1.5M (-$127.7K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
INCREASED
Shares19,730 from 19,701
Change+29 (+0%)
Value$1.5M (-$32.8K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares19,709 from 7,427
Change+12,282 (+165%)
Value$1.5M (+$934.7K)
Filed 2026-10-30
Trinity Financial Advisors LLC
DECREASED
Shares19,709 from 23,508
Change-3,799 (-16%)
Value$1.5M (-$335.3K)
Filed 2026-10-09
Ellis Investment Partners, LLC
INCREASED
Shares19,660 from 19,639
Change+21 (+0%)
Value$1.5M (-$33.3K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares19,538 from 44,632
Change-25,094 (-56%)
Value$1.5M (-$2.0M)
Filed 2026-10-28
Grand Central Investment Group
INCREASED
Shares19,469 from 12,794
Change+6,675 (+52%)
Value$1.5M (+$492.8K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares19,293 from 22,105
Change-2,812 (-13%)
Value$1.5M (-$256.6K)
Filed 2026-10-22
Quartz Partners, LLC
INCREASED
Shares19,268 from 13,240
Change+6,028 (+46%)
Value$1.5M (+$442.1K)
Filed 2026-11-03
Navigate Wealth Management, LLC
INCREASED
Shares19,217 from 14,565
Change+4,652 (+32%)
Value$1.5M (+$338.9K)
Filed 2026-10-14
Powell Investment Advisors, LLC
UNCHANGED
Shares19,085 from 19,085
Change0 (0%)
Value$1.5M (-$34.0K)
Filed 2026-10-22
Naples Global Advisors, LLC
INCREASED
Shares19,054 from 18,269
Change+785 (+4%)
Value$1.5M (+$28.1K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares18,942 from 18,645
Change+297 (+2%)
Value$1.5M (-$10.2K)
Filed 2026-10-28
Virtue Capital Management, LLC
DECREASED
Shares18,766 from 19,948
Change-1,182 (-6%)
Value$1.4M (-$126.8K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares18,653 from 18,537
Change+116 (+1%)
Value$1.4M (-$24.0K)
Filed 2026-10-28
Wedmont Private Capital
DECREASED
Shares18,604 from 35,554
Change-16,950 (-48%)
Value$1.4M (-$1.4M)
Filed 2026-10-09
Salem Investment Counselors Inc
INCREASED
Shares18,593 from 18,575
Change+18 (+0%)
Value$1.4M (-$31.7K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares18,303 from 17,018
Change+1,285 (+8%)
Value$1.4M (+$71.0K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares18,275 from 18,625
Change-350 (-2%)
Value$1.4M (-$60.2K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares18,250 from 11,863
Change+6,387 (+54%)
Value$1.4M (+$472.3K)
Filed 2026-11-05
City State Bank
INCREASED
Shares18,220 from 16,430
Change+1,790 (+11%)
Value$1.4M (+$109.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares18,157 from 10,547
Change+7,610 (+72%)
Value$1.4M (+$569.1K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares17,985 from 19,670
Change-1,685 (-9%)
Value$1.4M (-$165.2K)
Filed 2026-11-05
Elser Financial Planning, Inc
DECREASED
Shares17,926 from 29,497
Change-11,571 (-39%)
Value$1.4M (-$946.4K)
Filed 2026-10-16
Vontobel Holding Ltd.
DECREASED
Shares17,568 from 18,862
Change-1,294 (-7%)
Value$1.4M (-$133.5K)
Filed 2026-10-16
Eastern Bank
INCREASED
Shares17,310 from 16,390
Change+920 (+6%)
Value$1.3M (+$41.9K)
Filed 2026-10-05
Cypress Capital, LLC
DECREASED
Shares17,152 from 18,106
Change-954 (-5%)
Value$1.3M (-$105.9K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
DECREASED
Shares17,061 from 18,058
Change-997 (-6%)
Value$1.3M (-$109.1K)
Filed 2026-10-16
Cambridge Advisors Inc.
INCREASED
Shares16,981 from 16,922
Change+59 (+0%)
Value$1.3M (-$25.6K)
Filed 2026-10-19
Nabity-Jensen Investment Management Inc
DECREASED
Shares16,860 from 17,122
Change-262 (-2%)
Value$1.3M (-$50.7K)
Filed 2026-10-23
Berkshire Money Management, Inc.
DECREASED
Shares16,791 from 17,560
Change-769 (-4%)
Value$1.3M (-$90.7K)
Filed 2026-10-21
Gleason Group, Inc.
INCREASED
Shares16,666 from 10,487
Change+6,179 (+59%)
Value$1.3M (+$458.7K)
Filed 2026-10-15
NBT Bank, N.A.
DECREASED
Shares16,419 from 20,983
Change-4,564 (-22%)
Value$1.3M (-$389.9K)
Filed 2026-10-21
Bfsg, LLC
INCREASED
Shares16,343 from 15,135
Change+1,208 (+8%)
Value$1.3M (+$66.4K)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares16,328 from 18,280
Change-1,952 (-11%)
Value$1.3M (-$183.4K)
Filed 2026-10-28
Chatham Capital Group, Inc.
INCREASED
Shares16,328 from 16,038
Change+290 (+2%)
Value$1.3M (-$6.1K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
DECREASED
Shares16,308 from 17,096
Change-788 (-5%)
Value$1.3M (-$91.3K)
Filed 2026-10-09
US Bancorp \de\
DECREASED
Shares16,275 from 17,562
Change-1,287 (-7%)
Value$1.3M (-$130.7K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares16,204 from 15,383
Change+821 (+5%)
Value$1.3M (+$36.0K)
Filed 2026-10-08
Stonekeep Investments, LLC
DECREASED
Shares16,169 from 20,133
Change-3,964 (-20%)
Value$1.2M (+$1.2M)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares16,062 from 16,062
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Retirement Investment Advisors, Inc.
UNCHANGED
Shares15,996 from 15,996
Change0 (0%)
Value$1.2M (-$19.2K)
Filed 2026-10-22
Chilton Capital Management LLC
DECREASED
Shares15,905 from 18,350
Change-2,445 (-13%)
Value$1.2M (-$221.5K)
Filed 2026-10-28
Independence Bank of Kentucky
DECREASED
Shares15,602 from 16,405
Change-803 (-5%)
Value$1.2M (-$91.2K)
Filed 2026-10-26
Woodmont Investment Counsel LLC
DECREASED
Shares15,472 from 15,738
Change-266 (-2%)
Value$1.2M (-$48.6K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
INCREASED
Shares15,109 from 14,897
Change+212 (+1%)
Value$1.2M (-$10.1K)
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares15,020
Change+15,020
Value$1.2M
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares14,490 from 12,367
Change+2,123 (+17%)
Value$1.1M (+$142.0K)
Filed 2026-10-13
Algorithmic Investment Models, LLC
DECREASED
Shares14,393 from 14,421
Change-28 (0%)
Value$1.1M (-$27.8K)
Filed 2026-11-04
Parkside Financial Bank & Trust
UNCHANGED
Shares14,150 from 14,150
Change0 (0%)
Value$1.1M (-$25.2K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
DECREASED
Shares13,872 from 14,097
Change-225 (-2%)
Value$1.1M (-$42.5K)
Filed 2026-10-09
BluePrint Investing LLC
INCREASED
Shares13,663 from 12,341
Change+1,322 (+11%)
Value$1.1M (+$80.2K)
Filed 2026-10-14
Mezzasalma Advisors, LLC
INCREASED
Shares13,627 from 13,487
Change+140 (+1%)
Value$1.1M (-$13.2K)
Filed 2026-10-14
True Private Wealth Advisors
DECREASED
Shares13,575 from 13,758
Change-183 (-1%)
Value$1.0M (-$38.6K)
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares13,407 from 40,691
Change-27,284 (-67%)
Value$1.0M (-$2.2M)
Filed 2026-11-04
Uncommon Cents Investing Inc
INCREASED
Shares13,384 from 8,914
Change+4,470 (+50%)
Value$1.0M (+$329.4K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares13,293 from 11,953
Change+1,340 (+11%)
Value$1.0M (+$79.4K)
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares13,216 from 13,072
Change+144 (+1%)
Value$1.0M (-$12.1K)
Filed 2026-10-09
Creekside Partners
DECREASED
Shares13,133 from 15,453
Change-2,320 (-15%)
Value$1.0M (-$206.7K)
Filed 2026-11-04
Altus Wealth Group LLC
INCREASED
Shares13,059 from 12,990
Change+69 (+1%)
Value$1.0M (-$17.7K)
Filed 2026-10-20
Thrive Wealth Management, LLC
INCREASED
Shares12,941 from 10,064
Change+2,877 (+29%)
Value$999.7K (+$204.3K)
Filed 2026-10-13
Sage Capital Advisors,llc
INCREASED
Shares12,941 from 12,938
Change+3 (+0%)
Value$999.7K (-$22.8K)
Filed 2026-10-13
HT Partners LLC
INCREASED
Shares12,925 from 12,836
Change+89 (+1%)
Value$998.5K (-$16.0K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares12,917 from 14,155
Change-1,238 (-9%)
Value$997.8K (-$120.8K)
Filed 2026-11-03
Banque Pictet & CIE SA
UNCHANGED
Shares12,820 from 12,820
Change0 (0%)
Value$990.3K (-$22.8K)
Filed 2026-10-16
Pines Wealth Management, LLC
INCREASED
Shares12,770 from 12,066
Change+704 (+6%)
Value$986.4K (+$32.9K)
Filed 2026-10-21
Smithbridge Asset Management Inc
DECREASED
Shares12,761 from 14,842
Change-2,081 (-14%)
Value$985.8K (-$187.2K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
NEW
Shares12,734
Change+12,734
Value$983.7K
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares12,705 from 12,199
Change+506 (+4%)
Value$982.6K (+$22.7K)
Filed 2026-10-13
Bison Wealth, LLC
NEW
Shares12,701
Change+12,701
Value$982.5K
Filed 2026-10-13
Ballast Financial Advisors LLC
DECREASED
Shares12,668 from 13,077
Change-409 (-3%)
Value$978.6K (-$54.8K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
DECREASED
Shares12,585 from 795,228
Change-782,643 (-98%)
Value$972.2K (-$61.9M)
Filed 2026-10-20
LifePlan Financial, LLC
INCREASED
Shares12,433 from 12,203
Change+230 (+2%)
Value$961.6K (-$2.8K)
Filed 2026-10-13
Essex Bank
INCREASED
Shares12,397 from 12,072
Change+325 (+3%)
Value$957.7K (+$3.6K)
Filed 2026-10-16
Marks Wealth, LLC
DECREASED
Shares12,302 from 569,042
Change-556,740 (-98%)
Value$950.4K (-$44.0M)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares12,263 from 12,904
Change-641 (-5%)
Value$947.3K (-$72.5K)
Filed 2026-10-20
Prosperity Planning, Inc.
INCREASED
Shares12,255 from 10,777
Change+1,478 (+14%)
Value$946.7K (+$95.0K)
Filed 2026-10-09
RCW Management, LLC
UNCHANGED
Shares12,135 from 12,135
Change0 (0%)
Value$937.5K (-$21.6K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,986 from 13,291
Change-1,305 (-10%)
Value$925.9K (-$124.4K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares11,958 from 11,466
Change+492 (+4%)
Value$923.8K (+$17.6K)
Filed 2026-10-20
Obermeyer Wealth Partners
UNCHANGED
Shares11,903 from 11,903
Change0 (0%)
Value$919.5K (-$21.2K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
DECREASED
Shares11,871 from 11,906
Change-35 (0%)
Value$922.5K (-$18.5K)
Filed 2026-10-30
Atlas Brown,Inc.
DECREASED
Shares11,785 from 11,978
Change-193 (-2%)
Value$910.4K (-$36.3K)
Filed 2026-10-09
Diversify Wealth Management, LLC
INCREASED
Shares11,730 from 11,440
Change+290 (+3%)
Value$908.9K (+$10.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares11,730 from 11,440
Change+290 (+3%)
Value$908.9K (+$10.8K)
Filed 2026-10-20
Shayne & Jacobs, LLC
DECREASED
Shares11,646 from 11,657
Change-11 (0%)
Value$899.7K (-$21.6K)
Filed 2026-10-21
Novem Group
DECREASED
Shares11,522 from 11,654
Change-132 (-1%)
Value$890.1K (-$31.0K)
Filed 2026-10-19
ZWJ Investment Counsel Inc
INCREASED
Shares11,493 from 10,733
Change+760 (+7%)
Value$887.8K (+$39.6K)
Filed 2026-10-15
Summit Global Investments
DECREASED
Shares11,303 from 13,010
Change-1,707 (-13%)
Value$873 (-$1.0M)
Filed 2026-10-28
IPG Investment Advisors LLC
INCREASED
Shares11,148 from 10,400
Change+748 (+7%)
Value$861.2K (+$39.3K)
Filed 2026-10-30
Gridiron Partners, LLC
UNCHANGED
Shares10,961 from 10,961
Change0 (0%)
Value$846.7K (-$16.3K)
Filed 2026-10-08
L. Roy Papp & Associates, LLP
DECREASED
Shares10,960 from 10,975
Change-15 (0%)
Value$846.7K (-$20.7K)
Filed 2026-10-21
Nations Financial Group Inc,
DECREASED
Shares10,894 from 11,083
Change-189 (-2%)
Value$841.6K (-$34.3K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares10,837 from 12,397
Change-1,560 (-13%)
Value$837.2K (-$142.6K)
Filed 2026-10-16
Clearview Wealth Management LLC
DECREASED
Shares10,820 from 20,103
Change-9,283 (-46%)
Value$836.6K (-$752.1K)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares10,816 from 10,440
Change+376 (+4%)
Value$835.5K (+$10.5K)
Filed 2026-10-22
Mitchell Sinkler & Starr
INCREASED
Shares10,795 from 10,475
Change+320 (+3%)
Value$833.9K (+$6.1K)
Filed 2026-10-13
William John Sempolinski
INCREASED
Shares10,730 from 8,330
Change+2,400 (+29%)
Value$828.9K (+$170.6K)
Filed 2026-10-20
ANB Bank
DECREASED
Shares10,445 from 11,305
Change-860 (-8%)
Value$806.9K (-$86.6K)
Filed 2026-10-09
Orin Green Financial, LLC
INCREASED
Shares10,320 from 10,311
Change+9 (+0%)
Value$797.2K (-$17.6K)
Filed 2026-10-19
Woodward Diversified Capital, LLC
INCREASED
Shares10,143 from 7,490
Change+2,653 (+35%)
Value$783.5K (+$191.6K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares10,100 from 21,100
Change-11,000 (-52%)
Value$780.2K (-$887.3K)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares10,057 from 8,133
Change+1,924 (+24%)
Value$776.9K (+$134.2K)
Filed 2026-11-03
Orrstown Financial Services Inc
INCREASED
Shares10,044 from 9,827
Change+217 (+2%)
Value$775.9K (-$729)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares10,020 from 10,020
Change0 (0%)
Value$774.0K (-$17.8K)
Filed 2026-10-13
Wealth Effects LLC
DECREASED
Shares10,012 from 10,121
Change-109 (-1%)
Value$773.5K (-$26.4K)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares9,976 from 9,637
Change+339 (+4%)
Value$770.6K (+$9.0K)
Filed 2026-10-07
Central Trust Co
INCREASED
Shares9,956 from 9,844
Change+112 (+1%)
Value$769.1K (-$8.9K)
Filed 2026-11-05
Eagle Bay Advisors LLC
DECREASED
Shares9,860 from 10,536
Change-676 (-6%)
Value$761.7K (-$71.0K)
Filed 2026-10-16
SkyOak Wealth, LLC
DECREASED
Shares9,853 from 9,889
Change-36 (0%)
Value$761.1K (-$20.4K)
Filed 2026-10-28
Eagle Harbor Asset Management Inc
NEW
Shares9,798
Change+9,798
Value$756.9K
Filed 2026-10-21
Power Wealth Management LLC
DECREASED
Shares9,785 from 13,212
Change-3,427 (-26%)
Value$755.9K (-$288.3K)
Filed 2026-10-27
RMR Wealth Builders
INCREASED
Shares9,695 from 8,031
Change+1,664 (+21%)
Value$748.9K (+$114.2K)
Filed 2026-10-22
Phillip James Consulting Co.
UNCHANGED
Shares9,683 from 9,683
Change0 (0%)
Value$748.0K (-$17.2K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares9,676 from 13,018
Change-3,342 (-26%)
Value$747.5K (-$281.4K)
Filed 2026-10-19
Summa Corp.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$733.9K (-$16.9K)
Filed 2026-10-30
Wallington Asset Management, LLC
INCREASED
Shares9,248 from 7,490
Change+1,758 (+23%)
Value$714.4K (+$122.5K)
Filed 2026-11-04
Leuthold Group, LLC
DECREASED
Shares9,246 from 9,395
Change-149 (-2%)
Value$714.3K (-$28.2K)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares9,195 from 8,020
Change+1,175 (+15%)
Value$710.3K (+$76.5K)
Filed 2026-10-29
Capstone Wealth Management Group, LLC
DECREASED
Shares9,188 from 18,468
Change-9,280 (-50%)
Value$734.4K (-$725.1K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
INCREASED
Shares9,187 from 3,296
Change+5,891 (+179%)
Value$709.8K (+$449.2K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares9,159 from 7,553
Change+1,606 (+21%)
Value$707.5K (+$110.6K)
Filed 2026-11-04
APS Management Group, Inc.
INCREASED
Shares9,146 from 7,615
Change+1,531 (+20%)
Value$706.5K (+$104.7K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares8,839 from 6,400
Change+2,439 (+38%)
Value$682.8K (+$177.1K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
INCREASED
Shares8,772 from 8,695
Change+77 (+1%)
Value$677.6K (-$9.5K)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares8,717 from 7,194
Change+1,523 (+21%)
Value$673.4K (+$104.8K)
Filed 2026-11-02
FC Advisory LLC
INCREASED
Shares8,645 from 8,583
Change+62 (+1%)
Value$667.8K (-$10.5K)
Filed 2026-10-05
L.K. Benson & Company, P.C.
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$664.4K (-$15.3K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares8,589 from 8,576
Change+13 (+0%)
Value$663.5K (-$14.2K)
Filed 2026-10-22
FDx Advisors, Inc.
INCREASED
Shares8,553 from 8,344
Change+209 (+3%)
Value$661 (-$658.3K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$656.6K (-$15.1K)
Filed 2026-10-08
Princeton Capital Management LLC
INCREASED
Shares8,477 from 8,222
Change+255 (+3%)
Value$654.8K (+$5.1K)
Filed 2026-10-27
Winter & Associates, Inc.
DECREASED
Shares8,281 from 9,209
Change-928 (-10%)
Value$640.9K (-$86.8K)
Filed 2026-10-23
Graetz Wealth LLC
NEW
Shares8,245
Change+8,245
Value$637.0K
Filed 2026-10-27
Aviance Capital Partners, LLC
DECREASED
Shares8,216 from 13,213
Change-4,997 (-38%)
Value$634.6K (-$409.6K)
Filed 2026-10-29
SteelPeak Wealth, LLC
INCREASED
Shares8,176 from 6,197
Change+1,979 (+32%)
Value$631.6K (+$141.8K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares8,141 from 8,652
Change-511 (-6%)
Value$628.9K (-$54.9K)
Filed 2026-10-06
Hudson Oak Wealth Advisory LLC
INCREASED
Shares8,138 from 8,011
Change+127 (+2%)
Value$628.7K (-$4.4K)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares8,111 from 8,101
Change+10 (+0%)
Value$626.6K (-$13.7K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares8,100 from 8,042
Change+58 (+1%)
Value$625.7K (-$9.8K)
Filed 2026-10-22
Sapient Capital LLC
UNCHANGED
Shares7,919 from 7,919
Change0 (0%)
Value$611.7K (-$14.1K)
Filed 2026-10-08
Flagstar Securities, Inc
NEW
Shares7,849
Change+7,849
Value$606.3K
Filed 2026-10-15
Financial Management Professionals, Inc.
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$602.6K (-$13.9K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares7,720 from 5,150
Change+2,570 (+50%)
Value$596.4K (+$189.4K)
Filed 2026-10-20
First Interstate Bank
UNCHANGED
Shares7,602 from 7,602
Change0 (0%)
Value$587.3K (-$13.5K)
Filed 2026-10-23
Duncker Streett & Co Inc
INCREASED
Shares7,601 from 7,346
Change+255 (+3%)
Value$587.2K (+$6.6K)
Filed 2026-10-27
Cypress Wealth Services, LLC
DECREASED
Shares7,570 from 7,705
Change-135 (-2%)
Value$584.5K (-$24.4K)
Filed 2026-10-21
Garner Asset Management Corp
DECREASED
Shares7,400 from 7,600
Change-200 (-3%)
Value$574.5K (-$26.2K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares7,377 from 7,360
Change+17 (+0%)
Value$569.9K (-$11.8K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
DECREASED
Shares7,359 from 7,623
Change-264 (-3%)
Value$568.5K (-$33.9K)
Filed 2026-10-21
Weaver Consulting Group
DECREASED
Shares7,297 from 7,400
Change-103 (-1%)
Value$563.7K (-$21.1K)
Filed 2026-10-07
LexAurum Advisors, LLC
INCREASED
Shares7,285 from 6,462
Change+823 (+13%)
Value$562.8K (+$52.1K)
Filed 2026-10-19
Archer Investment Management, LLC
NEW
Shares7,226
Change+7,226
Value$558.2K
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
UNCHANGED
Shares7,201 from 7,201
Change0 (0%)
Value$556.3K (-$12.8K)
Filed 2026-10-09
Portland Financial Advisors Inc
INCREASED
Shares7,178 from 4,195
Change+2,983 (+71%)
Value$554.5K (+$223.0K)
Filed 2026-10-26
Redw Wealth LLC
DECREASED
Shares7,124 from 8,426
Change-1,302 (-15%)
Value$550.3K (-$115.6K)
Filed 2026-11-02
Sidoxia Capital Management, LLC
INCREASED
Shares7,116 from 6,832
Change+284 (+4%)
Value$549.7K (+$9.8K)
Filed 2026-10-28
Allied Investment Advisors, LLC
DECREASED
Shares7,112 from 153,415
Change-146,303 (-95%)
Value$549.4K (-$11.6M)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares7,092 from 7,024
Change+68 (+1%)
Value$547.9K (-$7.3K)
Filed 2026-10-20
Caldwell Trust Co
DECREASED
Shares7,062 from 8,994
Change-1,932 (-21%)
Value$545.5K (-$165.3K)
Filed 2026-10-30
RED Cedar Investment Management, LLC
UNCHANGED
Shares7,057 from 7,057
Change0 (0%)
Value$545.2K (-$12.6K)
Filed 2026-11-04
Pillar Financial Advisors, LLC
DECREASED
Shares7,020 from 7,378
Change-358 (-5%)
Value$542.3K (-$40.8K)
Filed 2026-10-21
Wiregrass Investment Management LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$540.8K (-$12.5K)
Filed 2026-11-05
Woodside Wealth Management LLC
INCREASED
Shares6,939 from 6,889
Change+50 (+1%)
Value$536.0K (-$8.4K)
Filed 2026-10-16
Manchester Capital Management LLC
DECREASED
Shares6,909 from 6,975
Change-66 (-1%)
Value$533.7K (-$17.5K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares6,898 from 8,455
Change-1,557 (-18%)
Value$533 (-$667.5K)
Filed 2026-10-22
One Way Holdings LLC
DECREASED
Shares6,886 from 8,915
Change-2,029 (-23%)
Value$531.9K (-$172.6K)
Filed 2026-10-29
Seven Post Investment Office LP
DECREASED
Shares6,829 from 7,461
Change-632 (-8%)
Value$527.6K (-$62.1K)
Filed 2026-10-26
Nicholas Wealth, Llc.
DECREASED
Shares6,766 from 7,779
Change-1,013 (-13%)
Value$522.7K (-$92.1K)
Filed 2026-10-26
Nilsine Partners, LLC
NEW
Shares6,765
Change+6,765
Value$522.6K
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares6,728 from 6,966
Change-238 (-3%)
Value$519.7K (-$30.8K)
Filed 2026-11-04
Ignite Planners, LLC
INCREASED
Shares6,728 from 6,588
Change+140 (+2%)
Value$520.7K (+$15)
Filed 2026-10-14
Wiser Wealth Management, Inc
DECREASED
Shares6,704 from 8,678
Change-1,974 (-23%)
Value$517.9K (-$167.9K)
Filed 2026-10-14
Kelsey Financial, LLC
INCREASED
Shares6,658 from 3,169
Change+3,489 (+110%)
Value$514.3K (+$263.9K)
Filed 2026-10-28
AMG National Trust Bank
DECREASED
Shares6,644 from 7,064
Change-420 (-6%)
Value$513.2K (-$45.0K)
Filed 2026-11-05
Carroll Advisory Group, LLC
INCREASED
Shares6,605 from 6,560
Change+45 (+1%)
Value$510.2K (-$8.2K)
Filed 2026-10-16
Sovran Advisors, LLC
NEW
Shares6,506
Change+6,506
Value$505.9K
Filed 2026-11-02
LaFleur & Godfrey LLC
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$495.9K (-$11.4K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares6,415
Change+6,415
Value$496
Filed 2026-11-03
SeaCrest Wealth Management, LLC
INCREASED
Shares6,369 from 4,159
Change+2,210 (+53%)
Value$492.0K (+$163.3K)
Filed 2026-10-21
LMG Wealth Partners, LLC
INCREASED
Shares6,323 from 6,092
Change+231 (+4%)
Value$488.5K (+$7.0K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares6,243 from 5,003
Change+1,240 (+25%)
Value$482.3K (+$86.8K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,209 from 7,441
Change-1,232 (-17%)
Value$479.6K (-$108.4K)
Filed 2026-10-19
Augustine Asset Management Inc
DECREASED
Shares6,182 from 6,191
Change-9 (0%)
Value$477.6K (-$11.7K)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares6,051 from 8,131
Change-2,080 (-26%)
Value$467.5K (-$175.1K)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares6,033 from 6,020
Change+13 (+0%)
Value$466.0K (-$9.7K)
Filed 2026-11-03
Alterna Wealth Management, Inc
NEW
Shares6,004
Change+6,004
Value$463.8K
Filed 2026-10-27
Cardinal Point Capital Management ULC
INCREASED
Shares5,991 from 5,700
Change+291 (+5%)
Value$462.8K (+$12.3K)
Filed 2026-10-21
Seizert Capital Partners, LLC
INCREASED
Shares5,981 from 5,913
Change+68 (+1%)
Value$462.0K (-$5.3K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
UNCHANGED
Shares5,963 from 5,963
Change0 (0%)
Value$460.6K (-$10.6K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares5,961 from 5,590
Change+371 (+7%)
Value$460.5K (+$18.7K)
Filed 2026-10-29
Investmark Advisory Group LLC
INCREASED
Shares5,946 from 2,887
Change+3,059 (+106%)
Value$459.5K (+$231.4K)
Filed 2026-10-27
Vima LLC
INCREASED
Shares5,875 from 5,837
Change+38 (+1%)
Value$453.8K (-$7.5K)
Filed 2026-10-23
WoodTrust Financial Corp
DECREASED
Shares5,872 from 6,115
Change-243 (-4%)
Value$454 (-$482.5K)
Filed 2026-10-09
Carter Financial Group, Inc.
INCREASED
Shares5,824 from 5,237
Change+587 (+11%)
Value$449.9K (+$36.1K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares5,812 from 2,901
Change+2,911 (+100%)
Value$449.0K (+$219.8K)
Filed 2026-10-19
Carnegie Investment Counsel
INCREASED
Shares5,806 from 5,614
Change+192 (+3%)
Value$448.5K (+$4.8K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$448.1K (-$10.3K)
Filed 2026-11-02
Bulwark Capital Corp
DECREASED
Shares5,792 from 6,132
Change-340 (-6%)
Value$447.4K (-$37.2K)
Filed 2026-10-13
Family Wealth Partners, LLC
INCREASED
Shares5,789 from 5,779
Change+10 (+0%)
Value$447.2K (-$9.5K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED
Shares5,621 from 5,621
Change0 (0%)
Value$434 (-$443.6K)
Filed 2026-10-26
Tilia Fiduciary Partners, Inc.
DECREASED
Shares5,582 from 6,634
Change-1,052 (-16%)
Value$431.2K (-$93.0K)
Filed 2026-10-09
DMC Group, LLC
INCREASED
Shares5,535 from 5,093
Change+442 (+9%)
Value$427.6K (+$25.1K)
Filed 2026-10-26
Darrow Company, Inc.
INCREASED
Shares5,517 from 5,249
Change+268 (+5%)
Value$426.2K (+$11.4K)
Filed 2026-10-22
TrustWell Financial Advisors, LLC
INCREASED
Shares5,460 from 5,405
Change+55 (+1%)
Value$421.8K (-$5.4K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,438 from 5,985
Change-547 (-9%)
Value$420.1K (-$52.9K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares5,375 from 5,000
Change+375 (+8%)
Value$415.2K (+$20.0K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
INCREASED
Shares5,363 from 417
Change+4,946 (+1186%)
Value$414.3K (+$381.4K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares5,310 from 5,433
Change-123 (-2%)
Value$410.2K (-$19.2K)
Filed 2026-10-16
Anson Capital, Inc.
INCREASED
Shares5,223 from 5,167
Change+56 (+1%)
Value$403.5K (-$4.8K)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
INCREASED
Shares5,219 from 4,768
Change+451 (+9%)
Value$403.2K (+$26.4K)
Filed 2026-10-16
Key FInancial Inc
INCREASED
Shares5,190 from 4,805
Change+385 (+8%)
Value$400.9K (+$21.2K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares5,154 from 4,873
Change+281 (+6%)
Value$398.1K (+$13.0K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED
Shares5,144 from 5,144
Change0 (0%)
Value$397.4K (-$9.2K)
Filed 2026-10-14
Midwest Financial Group LLC
INCREASED
Shares5,126 from 4,778
Change+348 (+7%)
Value$396.0K (+$18.4K)
Filed 2026-10-15
CV Advisors LLC
DECREASED
Shares5,102 from 5,267
Change-165 (-3%)
Value$392.6K (-$22.1K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares5,011 from 4,936
Change+75 (+2%)
Value$387.1K (-$3.0K)
Filed 2026-10-01
Index Fund Advisors, Inc.
INCREASED
Shares4,996 from 4,939
Change+57 (+1%)
Value$385.9K (-$4.5K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares4,955 from 4,431
Change+524 (+12%)
Value$382.8K (+$32.6K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$382.4K (-$5.7K)
Filed 2026-10-15
Investment Management Trust, LLC
DECREASED
Shares4,948 from 10,214
Change-5,266 (-52%)
Value$382.2K (-$425.0K)
Filed 2026-11-05
Burton Enright Welch
NEW
Shares4,928
Change+4,928
Value$380.7K
Filed 2026-11-04
IVC Wealth Advisors LLC
INCREASED
Shares4,927 from 4,285
Change+642 (+15%)
Value$380.6K (+$42.0K)
Filed 2026-10-23
Ascent Group, LLC
NEW
Shares4,901
Change+4,901
Value$378.6K
Filed 2026-10-30
Hoge Financial Services, LLC
INCREASED
Shares4,882 from 4,630
Change+252 (+5%)
Value$377.1K (+$11.3K)
Filed 2026-11-05
Ridgewood Investments LLC
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$368.9K (-$8.5K)
Filed 2026-10-05
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares4,774 from 4,774
Change0 (0%)
Value$368.8K (-$8.5K)
Filed 2026-11-02
RAM Investment Partners, LLC
INCREASED
Shares4,773 from 4,753
Change+20 (+0%)
Value$368.8K (-$6.9K)
Filed 2026-10-21
Seelaus Asset Management LLC
DECREASED
Shares4,760 from 5,385
Change-625 (-12%)
Value$367.7K (-$57.9K)
Filed 2026-10-14
Secure Asset Management, LLC
DECREASED
Shares4,751 from 4,907
Change-156 (-3%)
Value$367.0K (-$20.8K)
Filed 2026-10-19
Navigation Wealth Management, Inc.
INCREASED
Shares4,739 from 4,624
Change+115 (+2%)
Value$366.6K (+$1.2K)
Filed 2026-11-03
Essential Planning, Llc.
INCREASED
Shares4,718 from 4,693
Change+25 (+1%)
Value$364.5K (-$6.4K)
Filed 2026-10-21
Churchill Financial Advisors, LLC
DECREASED
Shares4,693 from 4,833
Change-140 (-3%)
Value$362.5K (-$19.4K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares4,687 from 4,656
Change+31 (+1%)
Value$362.1K (-$5.9K)
Filed 2026-10-23
Downshift Financial, LLC
UNCHANGED
Shares4,677 from 4,677
Change0 (0%)
Value$361.3K (-$8.3K)
Filed 2026-10-13
Weatherly Asset Management L. P.
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$359.2K (-$8.3K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares4,615 from 4,434
Change+181 (+4%)
Value$356.5K (+$6.1K)
Filed 2026-10-20
Invariant Investment Management
UNCHANGED
Shares4,555 from 4,555
Change0 (0%)
Value$350.8K (-$8.3K)
Filed 2026-10-08
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,476 from 4,726
Change-250 (-5%)
Value$345.8K (-$27.7K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$343.9K (-$7.9K)
Filed 2026-10-20
Aspetuck Financial Management LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$339.9K (-$7.8K)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$339.4K (-$7.8K)
Filed 2026-10-21
Saxony Capital Management, LLC
DECREASED
Shares4,384 from 5,067
Change-683 (-13%)
Value$338.6K (-$61.8K)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares4,382 from 4,242
Change+140 (+3%)
Value$338.5K (+$3.3K)
Filed 2026-10-20
Boston Trust Walden Corp
DECREASED
Shares4,368 from 6,087
Change-1,719 (-28%)
Value$337.4K (-$143.6K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares4,339 from 4,175
Change+164 (+4%)
Value$335.2K (+$5.2K)
Filed 2026-10-08
Northwest Wealth Management, LLC
UNCHANGED
Shares4,319 from 4,319
Change0 (0%)
Value$333.6K (-$7.7K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares4,306 from 4,032
Change+274 (+7%)
Value$332.6K (+$14.0K)
Filed 2026-10-28
Chicago Capital, LLC
DECREASED
Shares4,289 from 4,739
Change-450 (-9%)
Value$331.3K (-$43.2K)
Filed 2026-10-13
Columbus Macro, LLC
INCREASED
Shares4,242 from 4,198
Change+44 (+1%)
Value$327.7K (-$4.0K)
Filed 2026-10-14
Life Planning Partners, Inc
DECREASED
Shares4,214 from 4,621
Change-407 (-9%)
Value$325.5K (-$39.7K)
Filed 2026-10-28
Compass Financial Group, Inc
DECREASED
Shares4,133 from 4,198
Change-65 (-2%)
Value$319.3K (-$12.5K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares4,131 from 4,131
Change0 (0%)
Value$319.1K (-$7.4K)
Filed 2026-10-13
Avaii Wealth Management, LLC
INCREASED
Shares4,128 from 4,127
Change+1 (+0%)
Value$317.9K (-$8.2K)
Filed 2026-10-09
IFC & Insurance Marketing, Inc.
NEW
Shares4,121
Change+4,121
Value$318.3K
Filed 2026-10-16
Matisse Capital
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$309.0K (-$7.1K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares3,973 from 3,929
Change+44 (+1%)
Value$306.9K (-$3.6K)
Filed 2026-10-29
Gilbert Capital Group, Inc.
DECREASED
Shares3,964 from 4,734
Change-770 (-16%)
Value$306.2K (-$67.9K)
Filed 2026-10-28
Covenant Asset Management, LLC
INCREASED
Shares3,890 from 3,095
Change+795 (+26%)
Value$300.5K (+$55.9K)
Filed 2026-10-14
Great Waters Wealth Management
INCREASED
Shares3,866 from 3,439
Change+427 (+12%)
Value$298.7K (+$26.9K)
Filed 2026-10-07
Riverbend Wealth Management, LLC
NEW
Shares3,846
Change+3,846
Value$297.1K
Filed 2026-10-15
Fonville Wealth Management LLC
DECREASED
Shares3,822 from 3,877
Change-55 (-1%)
Value$295.3K (-$11.2K)
Filed 2026-10-28
Schaeffer Financial LLC
INCREASED
Shares3,807 from 2,973
Change+834 (+28%)
Value$294.1K (+$59.2K)
Filed 2026-10-23
Trinity Wealth Management, LLC
NEW
Shares3,743
Change+3,743
Value$289.1K
Filed 2026-10-13
Liberty Capital Management, Inc.
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$287.3K (-$6.6K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares3,692 from 4,464
Change-772 (-17%)
Value$285.2K (-$67.6K)
Filed 2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED
Shares3,665 from 3,631
Change+34 (+1%)
Value$283.2K (-$3.8K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
INCREASED
Shares3,660 from 3,629
Change+31 (+1%)
Value$282.8K (-$4.1K)
Filed 2026-10-22
Winthrop Capital Management, LLC
UNCHANGED
Shares3,614 from 3,614
Change0 (0%)
Value$279.2K (-$6.8K)
Filed 2026-11-05
Verisail Partners, LLC
NEW
Shares3,613
Change+3,613
Value$279.1K
Filed 2026-10-19
Biltmore Family Office, LLC
INCREASED
Shares3,581 from 3,465
Change+116 (+3%)
Value$276.6K (+$2.7K)
Filed 2026-11-03
Stephens Group Asset Management, LLC
UNCHANGED
Shares3,577 from 3,577
Change0 (0%)
Value$276.3K (-$6.4K)
Filed 2026-10-09
CMH Wealth Management LLC
DECREASED
Shares3,539 from 8,639
Change-5,100 (-59%)
Value$273.4K (-$409.4K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares3,525 from 3,519
Change+6 (+0%)
Value$272.3K (-$5.8K)
Filed 2026-10-13
Commons Capital, LLC
INCREASED
Shares3,522 from 3,506
Change+16 (+0%)
Value$272.1K (-$5.0K)
Filed 2026-11-05
Smart Wealth LLC
INCREASED
Shares3,520 from 3,151
Change+369 (+12%)
Value$271.9K (+$22.8K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares3,509 from 4,487
Change-978 (-22%)
Value$271.1K (-$83.6K)
Filed 2026-10-26
Founders Financial Securities LLC
NEW
Shares3,479
Change+3,479
Value$268.8K
Filed 2026-10-28
FF Advisors,LLC
INCREASED
Shares3,459 from 2,644
Change+815 (+31%)
Value$267.2K (+$58.2K)
Filed 2026-10-21
Procyon Advisors, LLC
DECREASED
Shares3,407 from 5,657
Change-2,250 (-40%)
Value$263.2K (-$183.9K)
Filed 2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED
Shares3,397 from 3,147
Change+250 (+8%)
Value$262.4K (+$13.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares3,309 from 2,762
Change+547 (+20%)
Value$255.8K (+$37.5K)
Filed 2026-10-15
Certuity, LLC
DECREASED
Shares3,308 from 3,619
Change-311 (-9%)
Value$255.5K (-$30.5K)
Filed 2026-11-02
Investors Research Corp
INCREASED
Shares3,270 from 3,174
Change+96 (+3%)
Value$252.6K (+$1.8K)
Filed 2026-10-07
Grove Street Fiduciary, LLC
NEW
Shares3,251
Change+3,251
Value$251.1K
Filed 2026-10-13
First Security Investment Management, Inc.
NEW
Shares3,246
Change+3,246
Value$250.7K
Filed 2026-11-05
Sweeney & Michel, LLC
DECREASED
Shares3,243 from 4,356
Change-1,113 (-26%)
Value$250.6K (-$91.8K)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares3,241 from 4,710
Change-1,469 (-31%)
Value$250.4K (-$121.9K)
Filed 2026-10-22
BLB&B Advisors, LLC
INCREASED
Shares3,198 from 2,890
Change+308 (+11%)
Value$247.1K (+$18.7K)
Filed 2026-10-27
Cornerstone Wealth, LLC
INCREASED
Shares3,198 from 3,160
Change+38 (+1%)
Value$248.3K (-$526)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares3,190 from 116
Change+3,074 (+2650%)
Value$246.4K (+$237.3K)
Filed 2026-10-29
Greenhouse Wealth Management, LLC
NEW
Shares3,183
Change+3,183
Value$245.8K
Filed 2026-10-20
McHugh Group, LLC
UNCHANGED
Shares3,164 from 3,164
Change0 (0%)
Value$244.4K (-$5.6K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$244.0K (-$5.6K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,155 from 3,410
Change-255 (-7%)
Value$243.7K (-$25.7K)
Filed 2026-10-13
Coastline Trust Co
DECREASED
Shares3,152 from 3,454
Change-302 (-9%)
Value$243.5K (-$29.5K)
Filed 2026-10-01
Crusonia Wealth Advisors LLC
NEW
Shares3,142
Change+3,142
Value$242.7K
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares3,136 from 393
Change+2,743 (+698%)
Value$242.3K (+$211.4K)
Filed 2026-10-30
Verum Partners LLC
DECREASED
Shares3,127 from 4,771
Change-1,644 (-34%)
Value$241.6K (-$135.5K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares3,100 from 2,629
Change+471 (+18%)
Value$236.2K (+$28.4K)
Filed 2026-10-26
Financial Consulate, Inc
INCREASED
Shares3,098 from 2,955
Change+143 (+5%)
Value$239.3K (+$5.8K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares3,093 from 3,258
Change-165 (-5%)
Value$238.9K (-$18.6K)
Filed 2026-11-04
Facet Wealth, Inc.
DECREASED
Shares3,091 from 4,480
Change-1,389 (-31%)
Value$238.8K (-$115.3K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$238.2K (-$5.5K)
Filed 2026-10-28
CRA Financial Services, LLC
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$238.0K (-$5.5K)
Filed 2026-10-16
Windsor Capital Management, LLC
DECREASED
Shares3,078 from 3,083
Change-5 (0%)
Value$237.8K (-$5.9K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares3,074 from 3,097
Change-23 (-1%)
Value$237.4K (-$7.3K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
DECREASED
Shares3,065 from 3,733
Change-668 (-18%)
Value$236.8K (-$58.2K)
Filed 2026-10-22
Aspiriant, LLC
DECREASED
Shares3,051 from 4,259
Change-1,208 (-28%)
Value$235.7K (-$100.9K)
Filed 2026-10-16
PVG Asset Management Corp
DECREASED
Shares3,035 from 3,118
Change-83 (-3%)
Value$234.5K (-$12.0K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
NEW
Shares3,034
Change+3,034
Value$234.4K
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares3,028 from 2,994
Change+34 (+1%)
Value$234.0K (-$2.7K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED
Shares3,021 from 3,565
Change-544 (-15%)
Value$233.4K (-$48.4K)
Filed 2026-10-26
Harrington Investments, Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$231.8K (-$5.3K)
Filed 2026-10-14
VestGen Advisors, LLC
NEW
Shares2,952
Change+2,952
Value$228.0K
Filed 2026-10-27
Toth Financial Advisory Corp
DECREASED
Shares2,951 from 3,051
Change-100 (-3%)
Value$228.0K (-$13.2K)
Filed 2026-10-08
Monument Capital Management
NEW
Shares2,939
Change+2,939
Value$227.1K
Filed 2026-10-09
Cannon Financial Strategists, Inc.
INCREASED
Shares2,843 from 2,811
Change+32 (+1%)
Value$219.6K (-$2.5K)
Filed 2026-10-19
Winthrop Advisory Group LLC
DECREASED
Shares2,832 from 3,441
Change-609 (-18%)
Value$218.8K (-$53.1K)
Filed 2026-10-22
Excalibur Management Corp
DECREASED
Shares2,820 from 2,868
Change-48 (-2%)
Value$217.8K (-$8.8K)
Filed 2026-11-02
Opus Capital Group, LLC
INCREASED
Shares2,819 from 2,787
Change+32 (+1%)
Value$218 (-$219.8K)
Filed 2026-10-30
Strid Group, LLC
DECREASED
Shares2,800 from 3,261
Change-461 (-14%)
Value$216.3K (-$41.5K)
Filed 2026-10-28
Clark Asset Management, LLC
UNCHANGED
Shares2,798 from 2,798
Change0 (0%)
Value$216.1K (-$5.0K)
Filed 2026-10-19
Archford Capital Strategies, LLC
UNCHANGED
Shares2,788 from 2,788
Change0 (0%)
Value$215.4K (-$5.0K)
Filed 2026-10-19
Affinity Capital Advisors, LLC
DECREASED
Shares2,785 from 3,143
Change-358 (-11%)
Value$215.3K (-$32.5K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
NEW
Shares2,779
Change+2,779
Value$214.7K
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$214.2K (-$4.9K)
Filed 2026-11-05
Chapman Financial Group, LLC
INCREASED
Shares2,747 from 1,622
Change+1,125 (+69%)
Value$212.2K (+$84.0K)
Filed 2026-10-26
Innovative Wealth Building LLC
NEW
Shares2,720
Change+2,720
Value$210.1K
Filed 2026-10-14
Epiq Partners, LLC
NEW
Shares2,719
Change+2,719
Value$210.0K
Filed 2026-10-07
BAM Wealth Management, LLC
NEW
Shares2,717
Change+2,717
Value$209.9K
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
NEW
Shares2,717
Change+2,717
Value$209.9K
Filed 2026-10-14
Paladin Partners, LLC
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$209.3K (-$4.8K)
Filed 2026-10-06
World Equity Group, Inc.
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$207.3K (-$4.8K)
Filed 2026-10-14
Howard Financial Services, Ltd.
NEW
Shares2,675
Change+2,675
Value$206.6K
Filed 2026-10-15
Beacon Bank & Trust
DECREASED
Shares2,668 from 3,971
Change-1,303 (-33%)
Value$206.1K (-$107.7K)
Filed 2026-10-27
Madrid Wealth Management, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$204.7K (-$4.7K)
Filed 2026-10-23
Precedent Wealth Partners, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$204.7K (-$4.7K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares2,641
Change+2,641
Value$204.0K
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares2,600 from 2,993
Change-393 (-13%)
Value$200.9K (-$35.6K)
Filed 2026-10-26
LVW Advisors, LLC
DECREASED
Shares2,600 from 2,616
Change-16 (-1%)
Value$200.9K (-$5.9K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares2,594 from 2,579
Change+15 (+1%)
Value$200.4K (-$3.5K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares2,509 from 1,795
Change+714 (+40%)
Value$193.8K (+$51.9K)
Filed 2026-10-15
MB, Levis & Associates, LLC
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$193.4K (-$4.5K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares2,401
Change+2,401
Value$185.5K
Filed 2026-10-21
Mascoma Wealth Management LLC
INCREASED
Shares2,330 from 1,325
Change+1,005 (+76%)
Value$180.0K (+$75.3K)
Filed 2026-10-23
United Financial Planning Group LLC
INCREASED
Shares2,262 from 2,237
Change+25 (+1%)
Value$174.8K (-$2.0K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$170.8K (-$3.9K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares2,197 from 4,962
Change-2,765 (-56%)
Value$169.7K (-$222.5K)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares2,126
Change+2,126
Value$164.2K
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares2,117
Change+2,117
Value$163.8K
Filed 2026-10-26
Sfam, LLC
INCREASED
Shares2,045 from 1,789
Change+256 (+14%)
Value$158.0K (+$16.6K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
DECREASED
Shares1,984 from 1,987
Change-3 (0%)
Value$153.3K (-$3.8K)
Filed 2026-10-13
Entrust Financial LLC
INCREASED
Shares1,913 from 1,891
Change+22 (+1%)
Value$147.7K (-$1.7K)
Filed 2026-11-04
Nvwm, LLC
DECREASED
Shares1,813 from 1,936
Change-123 (-6%)
Value$140.1K (-$12.9K)
Filed 2026-10-14
Guardian Partners Inc.
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$139.7K (-$3.2K)
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$137.2K (-$3.0K)
Filed 2026-10-09
Rossby Financial, LCC
DECREASED
Shares1,778 from 3,252
Change-1,474 (-45%)
Value$137.4K (-$119.7K)
Filed 2026-11-05
Gold Investment Management Ltd.
DECREASED
Shares1,758 from 2,288
Change-530 (-23%)
Value$135.8K (-$45.0K)
Filed 2026-10-19
Westchester Capital Management, Inc.
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$132.5K (-$3.1K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares1,692
Change+1,692
Value$130.7K
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares1,685 from 1,650
Change+35 (+2%)
Value$130.1K (-$279)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$128.2K (-$3.0K)
Filed 2026-10-05
Breakwater Investment Management
DECREASED
Shares1,641 from 1,939
Change-298 (-15%)
Value$126.8K (-$26.5K)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares1,558
Change+1,558
Value$120.4K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,538
Change+1,538
Value$118.8K
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$117.9K (-$2.7K)
Filed 2026-10-01
Edgemoor Investment Advisors, Inc.
NEW
Shares1,525
Change+1,525
Value$117.8K
Filed 2026-11-03
Jcic Asset Management Inc.
DECREASED
Shares1,460 from 2,560
Change-1,100 (-43%)
Value$112.8K (-$90.1K)
Filed 2026-10-30
Align Financial, LLC
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$107.9K (-$2.5K)
Filed 2026-10-16
WPG Advisers, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$107.5K (-$2.5K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,375 from 1,360
Change+15 (+1%)
Value$106.3K (-$1.2K)
Filed 2026-10-27
Trust Co of Vermont
INCREASED
Shares1,301 from 275
Change+1,026 (+373%)
Value$100.5K (+$78.8K)
Filed 2026-10-21
Trust Co of Toledo NA
DECREASED
Shares1,248 from 1,428
Change-180 (-13%)
Value$96.4K (-$16.4K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
INCREASED
Shares1,235 from 1,222
Change+13 (+1%)
Value$95.5K (-$1.1K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares1,217 from 65
Change+1,152 (+1772%)
Value$94.0K (+$88.9K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,206
Change+1,206
Value$93.2K
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares1,166 from 725
Change+441 (+61%)
Value$90.1K (+$32.8K)
Filed 2026-11-03
CX Institutional
NEW
Shares1,108
Change+1,108
Value$86
Filed 2026-10-02
Richards, Merrill & Peterson, Inc.
NEW
Shares1,100
Change+1,100
Value$85.0K
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares1,092 from 1,079
Change+13 (+1%)
Value$84.3K (-$973)
Filed 2026-10-19
Tower View Wealth Management LLC
DECREASED
Shares1,084 from 1,226
Change-142 (-12%)
Value$83.7K (-$13.2K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,031 from 3,113
Change-2,082 (-67%)
Value$81 (-$218.9K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares842 from 840
Change+2 (+0%)
Value$65.1K (-$1.3K)
Filed 2026-10-14
1620 Investment Advisors, Inc.
INCREASED
Shares815 from 814
Change+1 (+0%)
Value$63.0K (-$1.5K)
Filed 2026-11-04
Bell Investment Advisors, Inc
NEW
Shares770
Change+770
Value$59.5K
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares741 from 733
Change+8 (+1%)
Value$57.3K (-$661)
Filed 2026-11-04
Pioneer Family Office, LLC
INCREASED
Shares713 from 617
Change+96 (+16%)
Value$55.1K (+$6.3K)
Filed 2026-10-30
Canton Hathaway, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$54.1K (-$1.2K)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$53.2K (-$1.2K)
Filed 2026-10-06
Trifecta Capital Advisors, LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$51.6K (-$1.2K)
Filed 2026-10-21
Blume Capital Management, Inc.
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$47.1K (-$1.1K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares603 from 583
Change+20 (+3%)
Value$46.6K (+$518)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares563 from 557
Change+6 (+1%)
Value$43.5K (-$501)
Filed 2026-11-03
Towne Trust Company, N.a
INCREASED
Shares544 from 174
Change+370 (+213%)
Value$42.0K (+$28.3K)
Filed 2026-10-28
Hara Capital LLC
DECREASED
Shares544 from 844
Change-300 (-36%)
Value$42.0K (-$24.7K)
Filed 2026-10-30
Hurley Capital, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$41.7K (-$961)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares515 from 514
Change+1 (+0%)
Value$39.8K (-$811)
Filed 2026-11-02
SBK Financial, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$39.8K (-$917)
Filed 2026-11-02
Avion Wealth
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$38 (-$1)
Filed 2026-11-04
Olistico Wealth, LLC
NEW
Shares473
Change+473
Value$36.5K
Filed 2026-10-05
KFG LLC
NEW
Shares470
Change+470
Value$36.3K
Filed 2026-11-02
North Point Portfolio Managers Corp
NEW
Shares467
Change+467
Value$36.1K
Filed 2026-10-07
Burk Holdings LLC
INCREASED
Shares452 from 410
Change+42 (+10%)
Value$34.9K (+$2.5K)
Filed 2026-11-05
City Holding Co
NEW
Shares446
Change+446
Value$34.5K
Filed 2026-10-19
Maseco LLP
DECREASED
Shares420 from 561
Change-141 (-25%)
Value$32.4K (-$11.9K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$32.0K (-$736)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$28.0K (-$644)
Filed 2026-10-09
Costello Asset Management, Inc
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$27.6K (-$589)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
DECREASED
Shares354 from 916
Change-562 (-61%)
Value$27.3K (-$45.1K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
NEW
Shares338
Change+338
Value$26.1K
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares334 from 27
Change+307 (+1137%)
Value$25.8K (+$23.7K)
Filed 2026-10-14
TFC Financial Management, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$23.5K (-$542)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$23.1K (-$532)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$21.5K (-$494)
Filed 2026-10-26
FinArc Investments, Inc.
NEW
Shares275
Change+275
Value$21.2K
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$19 (-$1)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$19.3K (-$446)
Filed 2026-10-26
Highline Wealth Partners LLC
NEW
Shares244
Change+244
Value$18.8K
Filed 2026-10-19
RMG Wealth Management LLC
NEW
Shares238
Change+238
Value$18.5K
Filed 2026-10-26
Markowski Investments
NEW
Shares209
Change+209
Value$16.1K
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares203 from 195
Change+8 (+4%)
Value$16 (+$1)
Filed 2026-10-30
Gables Capital Management Inc.
DECREASED
Shares200 from 233
Change-33 (-14%)
Value$15.5K (-$3.0K)
Filed 2026-11-04
Southern Michigan Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.5K (-$356)
Filed 2026-10-19
MilWealth Group LLC
INCREASED
Shares198 from 195
Change+3 (+2%)
Value$15.3K (-$177)
Filed 2026-11-02
Hoese & Co LLP
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$15.0K (-$345)
Filed 2026-10-21
Sima Wealth Partners, LLC
DECREASED
Shares189 from 247
Change-58 (-23%)
Value$14.6K (-$4.9K)
Filed 2026-10-19
High Note Wealth, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$14.2K (-$328)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares177
Change+177
Value$13.7K
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$12.3K (-$284)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$11.6K (-$267)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10.8K (-$249)
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$10.6K (-$174)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
NEW
Shares119
Change+119
Value$9.2K
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$8.3K (-$192)
Filed 2026-10-22
Northstar Asset Management Co
DECREASED
Shares100 from 2,425
Change-2,325 (-96%)
Value$7.7K (-$182.6K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.1K (-$164)
Filed 2026-10-23
Axiom Investment Management LLC
NEW
Shares85
Change+85
Value$6.6K
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$6.5K (-$150)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$6.4K (-$74)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.6K (-$105)
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares71
Change+71
Value$5.5K
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares60
Change+60
Value$4.6K
Filed 2026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.2K (-$96)
Filed 2026-10-09
Lynch Investment Planning, LLC
NEW
Shares36
Change+36
Value$2.8K
Filed 2026-10-27
Morling Financial Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.7K (-$62)
Filed 2026-10-28
Davis Capital Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.4K (-$55)
Filed 2026-10-08
Buck Wealth Strategies, LLC
NEW
Shares28
Change+28
Value$2.2K
Filed 2026-10-28
Evolution Wealth Management Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.5K (-$34)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares14
Change+14
Value$1.1K
Filed 2026-10-27
SJS Investment Consulting Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$850 (-$20)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$773 (-$17)
Filed 2026-11-02
Clayton Financial Group LLC
NEW
Shares9
Change+9
Value$696
Filed 2026-10-13
MTM Investment Management, LLC
NEW
Shares9
Change+9
Value$695
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$541 (-$13)
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$478 (-$5)
Filed 2026-10-14
Hoey Investments, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$116 (-$1)
Filed 2026-10-29
Florin Court Capital LLP
CLOSED
Shares0 from 56,504
Change-56,504 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-02
Mariner Investment Group LLC
CLOSED
Shares0 from 53,317
Change-53,317 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-04
Columbia Advisory Partners LLC
CLOSED
Shares0 from 33,425
Change-33,425 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-15
Associated Banc-Corp
CLOSED
Shares0 from 20,296
Change-20,296 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-30
Private Client Services, LLC
CLOSED
Shares0 from 15,042
Change-15,042 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-02
Mission Wealth Management, LP
CLOSED
Shares0 from 14,316
Change-14,316 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 13,284
Change-13,284 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Pictet North America Advisors SA
CLOSED
Shares0 from 11,195
Change-11,195 (-100%)
Value$0 (-$884.7K)
Filed 2026-10-21
Meredith Wealth Planning
CLOSED
Shares0 from 10,393
Change-10,393 (-100%)
Value$0 (-$821.3K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 6,184
Change-6,184 (-100%)
Value$0 (-$488.7K)
Filed 2026-10-05
DLK Investment Management, LLC
CLOSED
Shares0 from 6,120
Change-6,120 (-100%)
Value$0 (-$473.0K)
Filed 2026-10-09
Arwa LLC
CLOSED
Shares0 from 5,601
Change-5,601 (-100%)
Value$0 (-$440.9K)
Filed 2026-10-21
Garde Capital, Inc.
CLOSED
Shares0 from 5,041
Change-5,041 (-100%)
Value$0 (-$398.4K)
Filed 2026-10-29
Orser Capital Management, LLC
CLOSED
Shares0 from 4,930
Change-4,930 (-100%)
Value$0 (-$389.6K)
Filed 2026-10-13
Altiora Financial Group, LLC
CLOSED
Shares0 from 4,608
Change-4,608 (-100%)
Value$0 (-$364.1K)
Filed 2026-11-04
Pine Haven Investment Counsel, Inc
CLOSED
Shares0 from 4,014
Change-4,014 (-100%)
Value$0 (-$317.2K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 3,798
Change-3,798 (-100%)
Value$0 (-$300.2K)
Filed 2026-11-05
Fiduciary Alliance LLC
CLOSED
Shares0 from 3,333
Change-3,333 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-13
Vaughan David Investments LLC
CLOSED
Shares0 from 3,107
Change-3,107 (-100%)
Value$0 (-$246.0K)
Filed 2026-11-05
First International Bank of Israel Ltd.
CLOSED
Shares0 from 3,106
Change-3,106 (-100%)
Value$0 (-$245.5K)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 2,938
Change-2,938 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-16
WealthPLAN Partners, LLC
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-07
Retirement Guys Formula LLC
CLOSED
Shares0 from 2,576
Change-2,576 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-26
Tranquility Partners, LLC
CLOSED
Shares0 from 2,559
Change-2,559 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 2,556
Change-2,556 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$184.1K)
Filed 2026-10-16
GFS Advisors, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$767.3K)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$158.1K)
Filed 2026-11-03
Midway Capital Research & Management
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$79.0K)
Filed 2026-10-20
Evermay Wealth Management LLC
CLOSED
Shares0 from 982
Change-982 (-100%)
Value$0 (-$77.6K)
Filed 2026-11-05
Dorato Capital Management
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$76.2K)
Filed 2026-10-08
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 908
Change-908 (-100%)
Value$0 (-$71.8K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-28
Bokf, NA
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$58.1K)
Filed 2026-10-27
First Community Trust NA
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$29.2K)
Filed 2026-10-07
LifeSteps Financial, Inc.
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-15
Roxbury Financial LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-01
Kings Path Partners LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$12.5K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-29
Main Street Group, LTD
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-29
Hanson & Doremus Investment Management
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3)
Filed 2026-10-16
Nfsg Corp
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
Values First Advisors, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$166)
Filed 2026-10-23
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares0 from 0
Change0
Value$15 ($0)
Filed 2026-10-02
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 79,080,073
Change-79,080,073 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,315,686
Change-23,315,686 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,908,899
Change-12,908,899 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,709,337
Change-11,709,337 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,215,438
Change-8,215,438 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,051,110
Change-8,051,110 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,357,167
Change-6,357,167 (-100%)
Value—
Nepc LLC
N/A
Shares— from 6,254,317
Change-6,254,317 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,730,032
Change-5,730,032 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,257,929
Change-4,257,929 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,868,237
Change-3,868,237 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,671,995
Change-3,671,995 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,204,213
Change-3,204,213 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,017,285
Change-3,017,285 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,937,372
Change-2,937,372 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,622,076
Change-2,622,076 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,551,396
Change-2,551,396 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 2,355,122
Change-2,355,122 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,283,720
Change-2,283,720 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,075,356
Change-2,075,356 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,954,548
Change-1,954,548 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,948,411
Change-1,948,411 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,643,651
Change-1,643,651 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,534,255
Change-1,534,255 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,441,743
Change-1,441,743 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,425,061
Change-1,425,061 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,389,243
Change-1,389,243 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,307,706
Change-1,307,706 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,250,001
Change-1,250,001 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,129,203
Change-1,129,203 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,079,984
Change-1,079,984 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,077,848
Change-1,077,848 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,059,425
Change-1,059,425 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,057,913
Change-1,057,913 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,027,085
Change-1,027,085 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,013,991
Change-1,013,991 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 987,399
Change-987,399 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 982,481
Change-982,481 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 916,200
Change-916,200 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 901,823
Change-901,823 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 896,755
Change-896,755 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 881,000
Change-881,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 857,672
Change-857,672 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 853,291
Change-853,291 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 798,921
Change-798,921 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 703,045
Change-703,045 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 679,419
Change-679,419 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 653,324
Change-653,324 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 647,467
Change-647,467 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 615,981
Change-615,981 (-100%)
Value—
Stephens Inc
N/A
Shares— from 583,585
Change-583,585 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 554,837
Change-554,837 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 553,373
Change-553,373 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 546,586
Change-546,586 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 512,721
Change-512,721 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 509,087
Change-509,087 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 485,306
Change-485,306 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 480,140
Change-480,140 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 479,180
Change-479,180 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 478,256
Change-478,256 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 456,828
Change-456,828 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 450,216
Change-450,216 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 442,728
Change-442,728 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 430,866
Change-430,866 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 419,416
Change-419,416 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 418,175
Change-418,175 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 415,721
Change-415,721 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 398,171
Change-398,171 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 397,192
Change-397,192 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 396,363
Change-396,363 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 373,746
Change-373,746 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 355,131
Change-355,131 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 352,248
Change-352,248 (-100%)
Value—
&partners
N/A
Shares— from 343,297
Change-343,297 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 320,622
Change-320,622 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 318,076
Change-318,076 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 317,815
Change-317,815 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 315,425
Change-315,425 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 310,028
Change-310,028 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 296,265
Change-296,265 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 291,028
Change-291,028 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 282,109
Change-282,109 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 281,825
Change-281,825 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 281,539
Change-281,539 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 278,295
Change-278,295 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 278,252
Change-278,252 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 277,158
Change-277,158 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 270,145
Change-270,145 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 263,245
Change-263,245 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 255,805
Change-255,805 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 249,464
Change-249,464 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 238,784
Change-238,784 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 231,725
Change-231,725 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 231,559
Change-231,559 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 230,631
Change-230,631 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 229,000
Change-229,000 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 215,911
Change-215,911 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 213,127
Change-213,127 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 211,406
Change-211,406 (-100%)
Value—
Blair William & Co
N/A
Shares— from 198,546
Change-198,546 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 195,687
Change-195,687 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 194,854
Change-194,854 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 193,610
Change-193,610 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 191,355
Change-191,355 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 190,727
Change-190,727 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 188,507
Change-188,507 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 188,379
Change-188,379 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 185,615
Change-185,615 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 184,930
Change-184,930 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 183,608
Change-183,608 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 181,238
Change-181,238 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 181,022
Change-181,022 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 179,839
Change-179,839 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 178,161
Change-178,161 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 176,478
Change-176,478 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 175,901
Change-175,901 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 173,166
Change-173,166 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 172,894
Change-172,894 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 172,144
Change-172,144 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 170,970
Change-170,970 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 170,023
Change-170,023 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 169,379
Change-169,379 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 166,242
Change-166,242 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 166,189
Change-166,189 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 164,638
Change-164,638 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 157,574
Change-157,574 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 157,433
Change-157,433 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 155,452
Change-155,452 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 153,501
Change-153,501 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 152,350
Change-152,350 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 151,780
Change-151,780 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 151,248
Change-151,248 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 149,940
Change-149,940 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 147,751
Change-147,751 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 147,734
Change-147,734 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 147,697
Change-147,697 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 146,637
Change-146,637 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 144,077
Change-144,077 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 142,044
Change-142,044 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 141,907
Change-141,907 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 140,816
Change-140,816 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 133,040
Change-133,040 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 131,624
Change-131,624 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 131,523
Change-131,523 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 130,396
Change-130,396 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 130,049
Change-130,049 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 128,764
Change-128,764 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 128,596
Change-128,596 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 127,791
Change-127,791 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 125,029
Change-125,029 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,882
Change-124,882 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 124,201
Change-124,201 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 122,244
Change-122,244 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 121,925
Change-121,925 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 121,158
Change-121,158 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 119,244
Change-119,244 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 119,161
Change-119,161 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 111,608
Change-111,608 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 111,507
Change-111,507 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 106,961
Change-106,961 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 105,496
Change-105,496 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 105,235
Change-105,235 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 102,742
Change-102,742 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 100,566
Change-100,566 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 99,573
Change-99,573 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 98,765
Change-98,765 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 97,482
Change-97,482 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 96,989
Change-96,989 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 96,455
Change-96,455 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 94,678
Change-94,678 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 93,920
Change-93,920 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 93,381
Change-93,381 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 93,305
Change-93,305 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 92,028
Change-92,028 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 91,511
Change-91,511 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 91,419
Change-91,419 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 89,970
Change-89,970 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 89,582
Change-89,582 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 89,515
Change-89,515 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 89,254
Change-89,254 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 86,240
Change-86,240 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 85,693
Change-85,693 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 85,513
Change-85,513 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 82,338
Change-82,338 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 81,419
Change-81,419 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 81,090
Change-81,090 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 80,868
Change-80,868 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 79,371
Change-79,371 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 77,960
Change-77,960 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 76,529
Change-76,529 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 76,305
Change-76,305 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 76,186
Change-76,186 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 74,646
Change-74,646 (-100%)
Value—
Commerce Bank
N/A
Shares— from 73,931
Change-73,931 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 73,769
Change-73,769 (-100%)
Value—
FCA Corp
N/A
Shares— from 72,628
Change-72,628 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 71,994
Change-71,994 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 71,994
Change-71,994 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 71,521
Change-71,521 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 70,934
Change-70,934 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 70,772
Change-70,772 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 70,657
Change-70,657 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 69,453
Change-69,453 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 68,931
Change-68,931 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 67,687
Change-67,687 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 67,417
Change-67,417 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 67,359
Change-67,359 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 66,894
Change-66,894 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 65,868
Change-65,868 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 65,776
Change-65,776 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 65,538
Change-65,538 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 65,400
Change-65,400 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 64,899
Change-64,899 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 64,772
Change-64,772 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 63,544
Change-63,544 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 63,510
Change-63,510 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 62,528
Change-62,528 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 62,328
Change-62,328 (-100%)
Value—
EFG International AG
N/A
Shares— from 62,317
Change-62,317 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 62,108
Change-62,108 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 61,240
Change-61,240 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 61,177
Change-61,177 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 60,964
Change-60,964 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 60,593
Change-60,593 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 60,300
Change-60,300 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 59,374
Change-59,374 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 59,251
Change-59,251 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 58,990
Change-58,990 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 58,103
Change-58,103 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 56,840
Change-56,840 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 55,726
Change-55,726 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 55,273
Change-55,273 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 55,077
Change-55,077 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 54,982
Change-54,982 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 54,977
Change-54,977 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 54,099
Change-54,099 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 53,660
Change-53,660 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 53,640
Change-53,640 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 53,369
Change-53,369 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,600
Change-52,600 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 52,410
Change-52,410 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,225
Change-52,225 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 52,093
Change-52,093 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50,283
Change-50,283 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 50,244
Change-50,244 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 49,501
Change-49,501 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 48,719
Change-48,719 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 48,347
Change-48,347 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 48,059
Change-48,059 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,709
Change-47,709 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 47,487
Change-47,487 (-100%)
Value—
Betterment LLC
N/A
Shares— from 47,338
Change-47,338 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 47,010
Change-47,010 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 46,796
Change-46,796 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 46,688
Change-46,688 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 46,657
Change-46,657 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 45,406
Change-45,406 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 45,356
Change-45,356 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 44,765
Change-44,765 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 44,122
Change-44,122 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 43,906
Change-43,906 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 42,985
Change-42,985 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 42,544
Change-42,544 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 41,596
Change-41,596 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,197
Change-41,197 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 41,082
Change-41,082 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 40,660
Change-40,660 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 40,660
Change-40,660 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 40,002
Change-40,002 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 39,871
Change-39,871 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 38,679
Change-38,679 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 38,651
Change-38,651 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 38,042
Change-38,042 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 38,021
Change-38,021 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 37,919
Change-37,919 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 36,930
Change-36,930 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 36,549
Change-36,549 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 36,173
Change-36,173 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,107
Change-36,107 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 35,883
Change-35,883 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 35,459
Change-35,459 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 34,673
Change-34,673 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 34,609
Change-34,609 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 33,975
Change-33,975 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 33,852
Change-33,852 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 33,093
Change-33,093 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,001
Change-33,001 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 32,991
Change-32,991 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 32,871
Change-32,871 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 32,462
Change-32,462 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 32,423
Change-32,423 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 31,293
Change-31,293 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 30,901
Change-30,901 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 30,490
Change-30,490 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 30,449
Change-30,449 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 30,109
Change-30,109 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 29,800
Change-29,800 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 29,774
Change-29,774 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 29,287
Change-29,287 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 28,659
Change-28,659 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,615
Change-28,615 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 28,425
Change-28,425 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 28,175
Change-28,175 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 27,737
Change-27,737 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 27,507
Change-27,507 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 27,493
Change-27,493 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 27,342
Change-27,342 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 27,237
Change-27,237 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 27,201
Change-27,201 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 27,183
Change-27,183 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 26,213
Change-26,213 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 26,198
Change-26,198 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 25,921
Change-25,921 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,919
Change-25,919 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 25,851
Change-25,851 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 25,697
Change-25,697 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 25,581
Change-25,581 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 24,974
Change-24,974 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,285
Change-24,285 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 24,280
Change-24,280 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 24,122
Change-24,122 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 23,664
Change-23,664 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 23,560
Change-23,560 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,467
Change-23,467 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 22,958
Change-22,958 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 22,860
Change-22,860 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,767
Change-22,767 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 22,495
Change-22,495 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,297
Change-22,297 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 22,202
Change-22,202 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 21,234
Change-21,234 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 21,055
Change-21,055 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 20,624
Change-20,624 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 20,411
Change-20,411 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 19,667
Change-19,667 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 19,060
Change-19,060 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 18,697
Change-18,697 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,671
Change-18,671 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 18,536
Change-18,536 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 18,195
Change-18,195 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 18,165
Change-18,165 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 17,664
Change-17,664 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 17,437
Change-17,437 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 17,319
Change-17,319 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 17,101
Change-17,101 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 17,060
Change-17,060 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 16,965
Change-16,965 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 16,843
Change-16,843 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 16,680
Change-16,680 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,618
Change-16,618 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 16,198
Change-16,198 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 16,153
Change-16,153 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 16,090
Change-16,090 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 16,059
Change-16,059 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,693
Change-15,693 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 15,528
Change-15,528 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 15,501
Change-15,501 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 15,335
Change-15,335 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 15,140
Change-15,140 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 14,558
Change-14,558 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 14,401
Change-14,401 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 13,796
Change-13,796 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 13,605
Change-13,605 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,540
Change-13,540 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 13,485
Change-13,485 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,409
Change-13,409 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 13,240
Change-13,240 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 13,142
Change-13,142 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 13,008
Change-13,008 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 12,017
Change-12,017 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 11,808
Change-11,808 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 11,625
Change-11,625 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,972
Change-10,972 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 10,897
Change-10,897 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,665
Change-10,665 (-100%)
Value—
10Elms LLP
N/A
Shares— from 10,663
Change-10,663 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 10,578
Change-10,578 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 10,281
Change-10,281 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 10,208
Change-10,208 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 9,958
Change-9,958 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,897
Change-9,897 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 9,893
Change-9,893 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 9,128
Change-9,128 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 9,008
Change-9,008 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 8,680
Change-8,680 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,446
Change-6,446 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 6,231
Change-6,231 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,979
Change-5,979 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Main Management LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
YCG, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Motco
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
NBH Bank
N/A
Shares— from 520
Change-520 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 245
Change-245 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
S&T Bank
N/A
Shares— from 225
Change-225 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 178
Change-178 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 94
Change-94 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 92
Change-92 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 9
Change-9 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 0
Change0
Value—
Park Place Capital Corp
N/A
Shares— from 0
Change0
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Barings LLC
UNCHANGED5,108,5275,108,52700%$403.7M$394.6M-$9.1M2026-10-22
Bank of New York Mellon Corp
INCREASED3,740,3423,523,298+217,044+6%$278.4M$288.9M+$10.5M2026-11-05
Mather Group, Llc.
INCREASED3,061,9832,972,193+89,790+3%$234.9M$236.5M+$1.6M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,936,6522,877,812+58,840+2%$227.4M$226.9M-$577.1K2026-10-27
Truist Financial Corp
DECREASED2,085,5602,109,739-24,179-1%$166.7M$161.1M-$5.6M2026-10-30
WestEnd Advisors, LLC
INCREASED1,983,4811,942,950+40,531+2%$153.6M$153.2M-$327.5K2026-10-27
Principal Financial Group Inc
INCREASED1,962,415952,411+1,010,004+106%$75.3M$151.6M+$76.3M2026-11-02
Farther Finance Advisors, LLC
INCREASED1,877,6361,628,320+249,316+15%$128.7M$145.0M+$16.4M2026-10-08
Creative Planning
INCREASED1,467,0461,395,017+72,029+5%$110.2M$113.3M+$3.1M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED1,462,4401,477,491-15,051-1%$116.8M$113.0M-$3.8M2026-11-04
Oakworth Capital, Inc.
INCREASED1,339,3491,308,576+30,773+2%$103.2M$103.5M+$260.5K2026-10-26
RW Investment Management LLC
DECREASED1,311,0631,323,784-12,721-1%$104.6M$101.3M-$3.3M2026-11-03
Steele Capital Management, Inc.
INCREASED1,302,6821,295,469+7,213+1%$102.4M$100.6M-$1.7M2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED1,163,0171,139,709+23,308+2%$90.1M$89.8M-$228.2K2026-11-04
Busey Bank
INCREASED1,125,0481,095,725+29,323+3%$86.6M$86.9M+$315.2K2026-10-26
Exchange Traded Concepts, LLC
INCREASED1,078,073732,069+346,004+47%$57.9M$83.3M+$25.4M2026-10-28
Angeles Investment Advisors, LLC
NEW1,009,010—+1,009,010——$77.9M—2026-10-22
Keybank National Association
INCREASED980,769943,988+36,781+4%$74.6M$75.8M+$1.2M2026-11-04
Davenport & Co LLC
INCREASED934,536901,572+32,964+4%$71.3M$72.2M+$941.6K2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED906,280866,220+40,060+5%$68.5M$70.0M+$1.6M2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED832,899843,105-10,206-1%$66.6M$64.3M-$2.3M2026-10-13
Resonant Capital Advisors, LLC
INCREASED810,657784,392+26,265+3%$62.0M$62.6M+$632.7K2026-10-15
Modera Wealth Management, LLC
DECREASED803,323838,602-35,279-4%$66.3M$62.1M-$4.2M2026-10-28
Liquid Strategies, LLC
INCREASED779,140769,472+9,668+1%$60.8M$60.2M-$622.8K2026-11-04
Greenspring Advisors, LLC
INCREASED725,157310,515+414,642+134%$24.5M$56.0M+$31.5M2026-11-05
TD Private Client Wealth LLC
DECREASED692,852703,186-10,334-1%$55.6M$53.5M-$2.1M2026-10-28
Retirement Systems of Alabama
DECREASED685,105705,675-20,570-3%$55.8M$52.9M-$2.8M2026-11-04
Commonwealth Equity Services, LLC
DECREASED682,843818,148-135,305-17%$64.7M$52.7M-$11.9M2026-11-02
Capital Investment Services of America, Inc.
DECREASED659,545675,310-15,765-2%$53.4M$50.9M-$2.4M2026-11-02
William Mack & Associates, Inc.
INCREASED645,277610,226+35,051+6%$48.2M$49.8M+$1.6M2026-10-27
BCK Partners, Inc.
INCREASED629,182605,856+23,326+4%$47.9M$48.6M+$723.5K2026-10-23
North Star Investment Management Corp.
DECREASED605,793748,474-142,681-19%$59.2M$46.8M-$12.4M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED560,206476,517+83,689+18%$36.5M$42.3M+$5.8M2026-10-13
Old National Bancorp
INCREASED554,377488,005+66,372+14%$38.6M$42.8M+$4.3M2026-10-20
AMI Investment Management Inc
DECREASED552,931554,008-1,0770%$43.8M$42.7M-$1.1M2026-10-27
Creative Financial Designs Inc
INCREASED552,483281,160+271,323+97%$22.2M$42.7M+$20.5M2026-11-04
Patriot Investment Management Group, Inc.
INCREASED530,492521,512+8,980+2%$41.2M$41.0M-$234.5K2026-10-15
Kestra Advisory Services, LLC
INCREASED518,145467,983+50,162+11%$37.0M$40.0M+$3.0M2026-11-02
Apella Capital, LLC
INCREASED509,079354,434+154,645+44%$27.9M$39.3M+$11.5M2026-10-08
1834 Investment Advisors Co
INCREASED503,177458,713+44,464+10%$36.3M$38.9M+$2.6M2026-10-16
Sunburst Financial Group, LLC
INCREASED501,101462,477+38,624+8%$36.5M$38.7M+$2.2M2026-10-09
Scott Capital Advisors, LLC
INCREASED472,473418,555+53,918+13%$33.1M$36.5M+$3.4M2026-10-13
Dmkc Advisory Services, LLC
DECREASED454,471570,005-115,534-20%$45.0M$35.1M-$9.9M2026-11-04
Assetmark, Inc
DECREASED450,026463,040-13,014-3%$36.6M$34.8M-$1.8M2026-10-21
Cypress Financial Planning LLC
DECREASED447,489462,522-15,033-3%$36.6M$34.6M-$2.0M2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED446,725425,825+20,900+5%$33.7M$34.5K-$33.6M2026-11-02
Quaker Wealth Management, LLC
INCREASED443,567431,832+11,735+3%$34.1M$34.3M+$137.9K2026-10-22
Wolff Financial Management LLC
INCREASED435,230421,619+13,611+3%$33.3M$33.6M+$301.0K2026-10-23
Fischer Financial Services, Inc.
INCREASED434,501426,555+7,946+2%$33.7M$33.6M-$145.5K2026-10-30
White Lighthouse Investment Management Inc.
INCREASED416,816390,825+25,991+7%$30.9M$32.2M+$1.3M2026-10-21
Albion Financial Group
INCREASED410,225397,569+12,656+3%$31.4M$31.7M+$270.0K2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED409,446404,069+5,377+1%$31.9M$31.6M-$304.5K2026-11-05
Dagco, Inc.
INCREASED408,859308,979+99,880+32%$24.4M$31.6M+$7.2M2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED404,886394,066+10,820+3%$31.1M$31.3M+$134.4K2026-11-03
BlueSky Wealth Advisors, LLC
DECREASED399,702427,179-27,477-6%$33.8M$30.9M-$2.9M2026-10-29
Beacon Capital Management, Inc.
INCREASED395,367221,769+173,598+78%$17.5M$30.5M+$13.0M2026-10-13
Market Street Wealth Management Advisors LLC
INCREASED393,600297,254+96,346+32%$23.5M$30.4M+$6.9M2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED391,500366,668+24,832+7%$29.0M$30.2M+$1.3M2026-10-23
Allen Investment Management, LLC
INCREASED385,445381,615+3,830+1%$30.2M$29.8M-$383.4K2026-11-03
Lighthouse Financial LLC
INCREASED385,402213,414+171,988+81%$16.9M$29.8M+$12.9M2026-10-23
Fidelis iM, LLC
DECREASED365,558399,593-34,035-9%$31.6M$28.2M-$3.3M2026-10-16
Coyle Financial Counsel LLC
INCREASED363,868329,479+34,389+10%$26.0M$28.1M+$2.1M2026-10-28
Howard Capital Management Group, LLC
INCREASED362,141356,395+5,746+2%$28.2M$28.0M-$190.5K2026-10-16
Bath Savings Trust Co
INCREASED347,014340,608+6,406+2%$26.9M$26.8M-$111.4K2026-10-07
McCarthy Asset Management, Inc.
INCREASED343,210341,630+1,580+0%$27.0M$26.5M-$486.1K2026-10-20
Towneley Capital Management, Inc / de
INCREASED337,464333,820+3,644+1%$26.4M$26.1M-$312.7K2026-10-09
Davidson Capital Management Inc.
INCREASED336,454329,483+6,971+2%$26.0M$26.0M-$48.0K2026-10-15
AA Financial Advisors, LLC
INCREASED333,903282,053+51,850+18%$22.3M$25.8M+$3.5M2026-10-19
Rodgers & Associates, LTD
INCREASED333,055324,430+8,625+3%$25.6M$25.7M+$88.8K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED332,399317,532+14,867+5%$25.1M$25.7M+$583.3K2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED330,923325,334+5,589+2%$25.7M$25.6M-$147.3K2026-10-29
Beacon Financial Strategies Corp
INCREASED327,681302,407+25,274+8%$23.9M$25.3M+$1.4M2026-10-14
Pecaut & Co.
INCREASED321,079316,064+5,015+2%$25.0M$24.8M-$175.2K2026-10-27
ShankerValleau Wealth Advisors, Inc.
INCREASED314,610304,502+10,108+3%$24.1M$24.3M+$238.8K2026-10-16
West Financial Advisors, LLC
NEW314,016—+314,016——$24.3M—2026-10-22
Kwmg, LLC
INCREASED313,400290,981+22,419+8%$23.0M$24.2M+$1.2M2026-10-07
Baskin Financial Services Inc.
DECREASED309,241310,385-1,1440%$24.5K$23.9K-$6412026-10-19
Bear Mountain Capital, Inc.
INCREASED308,731294,695+14,036+5%$23.2M$23.9M+$766.7K2026-11-04
Vise Technologies, Inc.
INCREASED307,277289,724+17,553+6%$22.9M$23.7M+$840.3K2026-10-29
Unison Advisors LLC
INCREASED306,615300,763+5,852+2%$23.8M$23.7M-$83.3K2026-10-29
Foundation Wealth Management, Llc\pa
INCREASED306,313247,930+58,383+24%$19.6M$23.7M+$4.1M2026-10-14
Pittenger & Anderson Inc
INCREASED297,640270,832+26,808+10%$21.4M$23.0M+$1.6M2026-11-02
International City Management Association Retirement Corp
INCREASED296,616181,600+115,016+63%$14.4M$22.9M+$8.6M2026-10-26
Prospera Financial Services Inc
INCREASED294,575224,230+70,345+31%$17.7M$22.9M+$5.2M2026-11-04
Hiley Hunt Wealth Management
INCREASED291,906274,051+17,855+7%$21.7M$22.5M+$891.4K2026-10-08
JBGlobal.com LLC
DECREASED287,976304,996-17,020-6%$24.1M$22.2M-$1.9M2026-10-13
Aafmaa Wealth Management & Trust LLC
INCREASED287,480272,006+15,474+6%$21.5M$22.2M+$711.2K2026-10-14
Firestone Capital Management
INCREASED285,701284,093+1,608+1%$22.5M$22.1M-$381.5K2026-11-03
Thrivent Financial for Lutherans
DECREASED283,979324,911-40,932-13%$25.7M$21.9K-$25.7M2026-11-05
Valeo Financial Advisors, LLC
DECREASED283,265582,653-299,388-51%$41.5M$21.9M-$19.6M2026-10-08
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED276,264276,26400%$21.8M$21.3M-$491.8K2026-11-02
Ironwood Wealth Management, Llc.
INCREASED274,313212,762+61,551+29%$16.8M$21.2M+$4.4M2026-10-28
Paulson Wealth Management Inc.
INCREASED273,667244,887+28,780+12%$19.4M$21.1M+$1.8M2026-11-02
Dynamic Advisor Solutions LLC
INCREASED268,968248,420+20,548+8%$19.6M$20.8M+$1.1M2026-10-13
WBH Advisory Inc
DECREASED267,526285,697-18,171-6%$22.6M$20.7M-$1.9M2026-11-05
Integrity Advisory Solutions, LLC
INCREASED265,667248,062+17,605+7%$19.6M$20.5M+$918.4K2026-10-29
Factor Wealth Management LTD
DECREASED265,466291,056-25,590-9%$23.0M$20.5M-$2.5M2026-10-08
Farmers & Merchants Investments Inc
INCREASED264,210251,560+12,650+5%$19.9M$20.4M+$529.4K2026-10-22
Graves Light Lenhart Wealth, Inc.
DECREASED259,160301,767-42,607-14%$23.8M$20.0M-$3.8M2026-10-09
Maryland Capital Advisors Inc.
DECREASED253,962254,385-4230%$20.1M$19.6M-$485.5K2026-10-15
First National Trust Co
INCREASED248,102244,041+4,061+2%$19.3M$19.2M-$120.7K2026-10-28
Matrix Trust Co
INCREASED246,595244,605+1,990+1%$19.3K$19.0K-$2822026-10-07
Fifth Third Bancorp
DECREASED245,204486,211-241,007-50%$38.4M$18.9M-$19.5M2026-11-05
Florida Trust Wealth Management Co
INCREASED243,183221,719+21,464+10%$17.5M$18.8M+$1.3M2026-11-05
TCI Wealth Advisors, Inc.
INCREASED240,09827,320+212,778+779%$2.2M$18.5M+$16.4M2026-10-30
Stone Summit Wealth LLC
INCREASED239,401223,282+16,119+7%$17.6M$18.5M+$847.8K2026-10-14
Whelan Financial
INCREASED239,252224,808+14,444+6%$17.8M$18.5M+$715.6K2026-10-28
E&R Wealth Management, LLC
INCREASED239,191233,820+5,371+2%$18.5M$18.5M-$1.3K2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED234,839224,926+9,913+4%$17.8M$18.1M+$365.5K2026-11-03
TL Private Wealth
INCREASED231,353228,711+2,642+1%$18.0M$17.9M-$95.3K2026-10-13
Hassell Wealth Management, LLC
INCREASED228,978227,681+1,297+1%$17.9M$17.7M-$209.5K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED227,770235,793-8,023-3%$18.6M$17.6M-$1.0M2026-10-05
Essex LLC
INCREASED227,561224,668+2,893+1%$17.8M$17.6M-$176.4K2026-10-14
CVS Health Corp
INCREASED220,000120,000+100,000+83%$9.5M$17.0M+$7.5M2026-11-05
iA Global Asset Management Inc.
INCREASED213,427206,271+7,156+3%$16.3M$16.5K-$16.3M2026-10-29
Concurrent Investment Advisors, LLC
INCREASED209,992160,728+49,264+31%$12.7M$16.2M+$3.5M2026-10-16
Patten & Patten Inc
DECREASED209,602212,608-3,006-1%$16.8M$16.2M-$610.6K2026-10-26
TD Waterhouse Canada Inc.
INCREASED208,943125,277+83,666+67%$9.9M$16.1M+$6.3M2026-10-16
Stordahl Capital Management, Inc.
INCREASED208,012196,535+11,477+6%$15.5M$16.1M+$536.7K2026-10-22
Twele Capital Management, Inc.
INCREASED206,638200,399+6,239+3%$15.8M$16.0M+$125.3K2026-10-13
Forbes Financial Planning, Inc.
INCREASED203,261202,765+496+0%$16.0M$15.7M-$322.5K2026-10-23
Mustard Seed Financial, LLC
INCREASED203,114194,272+8,842+5%$15.4M$15.7M+$337.2K2026-10-30
Curbstone Financial Management Corp
DECREASED202,910205,960-3,050-1%$16.3M$15.7M-$602.2K2026-10-21
Sage Rhino Capital LLC
INCREASED201,158179,765+21,393+12%$14.2M$15.5M+$1.3M2026-10-28
Level Financial Advisors
INCREASED200,313188,449+11,864+6%$14.9M$15.5M+$581.1K2026-10-13
RFG Advisory, LLC
INCREASED199,468190,573+8,895+5%$15.1M$15.4M+$347.9K2026-11-03
DecisionPoint Financial, LLC
INCREASED198,758187,930+10,828+6%$14.8M$15.3M+$542.1K2026-10-27
Strategent Financial, LLC
INCREASED198,657127,970+70,687+55%$10.1M$15.3M+$5.2M2026-10-30
Twin Cities Retirement Group LLC
INCREASED193,063183,578+9,485+5%$14.5M$14.9M+$405.9K2026-10-16
Hobart Private Capital, LLC
INCREASED186,727180,949+5,778+3%$14.3M$14.4M+$124.3K2026-10-19
Capstone Capital LLC
INCREASED186,119156,657+29,462+19%$12.4M$14.4M+$2.0M2026-10-14
Gradient Capital Advisors, LLC
INCREASED185,513180,069+5,444+3%$14.2M$14.3M+$100.0K2026-10-21
BCS Wealth Management
INCREASED180,519157,822+22,697+14%$12.5M$13.9M+$1.5M2026-11-03
Ridgeline Wealth Planning, LLC
INCREASED176,07417,649+158,425+898%$1.4M$13.6M+$12.2M2026-10-29
Powers Advisory Group, LLC
INCREASED175,086156,133+18,953+12%$12.3M$13.5M+$1.2M2026-10-14
Platt Investment Counsel, LLC
INCREASED174,010144,727+29,283+20%$11.4M$13.4M+$2.0M2026-10-07
Schear Investment Advisers, LLC
NEW172,893—+172,893——$13.4M—2026-10-14
Tempo Wealth, LLC
INCREASED172,89391,669+81,224+89%$7.2M$13.4M+$6.1M2026-10-14
Peddock Capital Advisors, LLC
INCREASED171,394148,517+22,877+15%$11.7M$13.2M+$1.5M2026-10-16
Grove Bank & Trust
DECREASED170,927177,534-6,607-4%$14.0M$13.2M-$826.4K2026-10-08
Magnus Financial Group LLC
INCREASED169,121152,491+16,630+11%$12.1M$13.1M+$1.0M2026-10-21
Legacy CG, LLC
NEW166,217—+166,217——$12.8M—2026-10-30
Parallel Advisors, LLC
INCREASED166,206166,183+23+0%$13.1M$12.8M-$294.1K2026-11-03
Cornerstone National Bank & Trust Co
INCREASED164,578107,495+57,083+53%$8.5M$12.7M+$4.2M2026-10-20
Asio Capital, LLC
DECREASED163,893197,193-33,300-17%$15.6M$12.7M-$2.9M2026-10-19
King Luther Capital Management Corp
DECREASED162,280214,801-52,521-24%$17.0M$12.5M-$4.4M2026-11-05
Montag A & Associates Inc
DECREASED153,183153,937-7540%$12.2M$11.8M-$332.3K2026-10-29
Asset Advisory Group, Inc.
INCREASED153,175150,258+2,917+2%$11.9M$11.8M-$42.2K2026-10-20
ARS Wealth Advisors Group, LLC
INCREASED151,83376,903+74,930+97%$6.1M$11.7M+$5.7M2026-10-16
Leading Edge Financial Planning LLC
INCREASED150,958135,352+15,606+12%$10.7M$11.7M+$964.6K2026-10-23
Certified Advisory Corp
DECREASED147,762411,962-264,200-64%$32.6M$11.4M-$21.1M2026-10-29
Bryn Mawr Trust Advisors, LLC
INCREASED147,562129,847+17,715+14%$10.3M$11.4M+$1.1M2026-11-04
Fifth Third Securities, Inc.
INCREASED146,955140,567+6,388+5%$11.1M$11.4M+$243.3K2026-10-21
Providence First Trust Co
INCREASED145,409140,369+5,040+4%$11.1M$11.2M+$139.5K2026-11-02
Trellis Wealth Advisors LLC
INCREASED142,489121,094+21,395+18%$9.6M$11.0M+$1.4M2026-10-19
IMZ Advisory Inc
INCREASED141,865127,426+14,439+11%$10.1M$11.0M+$888.6K2026-11-03
Hurlow Wealth Management Group, Inc.
INCREASED139,499131,739+7,760+6%$10.4M$10.8M+$364.9K2026-10-29
Marion Wealth Management
INCREASED134,685132,681+2,004+2%$10.5M$10.4M-$81.3K2026-10-22
DDD Partners, LLC
INCREASED133,726126,003+7,723+6%$10.0M$10.3M+$372.3K2026-11-02
Forza Wealth Management, LLC
INCREASED133,08882,570+50,518+61%$6.5M$10.3M+$3.8M2026-10-20
Milestone Investment Advisors LLC
INCREASED130,218128,841+1,377+1%$10.2M$10.1M-$123.0K2026-11-05
Atria Investments, Inc
INCREASED129,757113,413+16,344+14%$9.0M$10.0M+$1.1M2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED126,843137,063-10,220-7%$10.8M$9.8M-$1.0M2026-10-15
Telos Capital Management, Inc.
INCREASED124,583115,170+9,413+8%$9.1M$9.6M+$522.2K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED123,902119,110+4,792+4%$9.4M$9.6M+$158.2K2026-10-16
Mader & Shannon Wealth Management, Inc.
NEW122,804—+122,804——$9.5M—2026-11-02
Wealth Management Nebraska
DECREASED121,147211,733-90,586-43%$16.7M$9.4M-$7.4M2026-10-26
Private Management Group Inc
INCREASED120,676118,862+1,814+2%$9.4M$9.3M-$71.4K2026-11-04
Conrad Siegel Investment Advisors, Inc.
DECREASED119,980121,225-1,245-1%$9.6M$9.3M-$312.0K2026-10-08
Luminvest Wealth Management LLC
DECREASED118,893147,957-29,064-20%$11.7M$9.2M-$2.5M2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED118,594117,752+842+1%$9.3M$9.2M-$144.6K2026-11-02
CWA Asset Management Group, LLC
INCREASED118,170113,436+4,734+4%$9.0M$9.1M+$163.8K2026-10-19
Verdence Capital Advisors LLC
INCREASED114,944112,937+2,007+2%$8.9M$8.9M-$46.0K2026-10-26
Citigroup Inc
INCREASED113,688101,071+12,617+12%$8.0M$8.8M+$794.8K2026-11-04
Harbour Trust & Investment Management Co
INCREASED113,557106,557+7,000+7%$8.4M$8.8M+$351.1K2026-10-28
Clarity Wealth Development LLC
INCREASED113,41989,754+23,665+26%$7.1M$8.8M+$1.7M2026-10-22
ETF Portfolio Partners, Inc.
DECREASED112,598119,432-6,834-6%$9.4M$8.7M-$740.5K2026-10-22
SpringVest Wealth Management LLC
INCREASED112,181107,860+4,321+4%$8.5M$8.7M+$141.8K2026-10-27
Sharper & Granite LLC
DECREASED111,615126,280-14,665-12%$10.0M$8.8M-$1.1M2026-11-02
Robinson Value Management, Ltd.
DECREASED110,803113,789-2,986-3%$9.0M$8.6M-$433.2K2026-10-20
Sigma Planning Corp
INCREASED110,152109,942+210+0%$8.7M$8.5M-$179.5K2026-10-23
Rakuten Investment Management, Inc.
DECREASED107,159176,359-69,200-39%$14.0M$8.3M-$5.7M2026-10-30
Balance Wealth Partners LLC
INCREASED104,01398,729+5,284+5%$7.8M$8.0M+$232.5K2026-10-27
Meitav Investment House LTD
INCREASED103,582101,804+1,778+2%$8.0M$8.0M-$45.7K2026-10-28
Cordatus Wealth Management LLC
DECREASED103,257104,163-906-1%$8.2M$8.0M-$255.4K2026-10-19
Glenview Trust Co
INCREASED103,061102,145+916+1%$8.1M$8.0M-$111.1K2026-10-28
Curtis Advisory Group, LLC
INCREASED102,93398,116+4,817+5%$7.8M$8.0M+$197.5K2026-10-28
Integrated Advisors Network LLC
INCREASED102,726102,582+144+0%$8.1M$7.9M-$171.5K2026-10-20
Washington Trust Co
DECREASED101,895102,188-2930%$8.1M$7.9M-$204.5K2026-10-22
Quattro Financial Advisors LLC
DECREASED100,187100,284-970%$7.9M$7.7M-$186.0K2026-10-15
Parsons Capital Management Inc
INCREASED100,05699,926+130+0%$7.9M$7.7M-$167.8K2026-10-28
Kraft, Davis & Associates, LLC
INCREASED99,04193,706+5,335+6%$7.4M$7.7M+$300.4K2026-10-21
Park Avenue Securities LLC
INCREASED97,95589,169+8,786+10%$7.0M$7.6K-$7.0M2026-10-26
Montis Financial, LLC
DECREASED97,814106,027-8,213-8%$8.4M$7.6M-$823.2K2026-11-04
Integrity Investment Advisors, LLC
DECREASED97,130103,052-5,922-6%$8.1M$7.5M-$640.9K2026-11-03
Rossmore Private Capital
DECREASED96,69097,072-3820%$7.7M$7.5M-$202.3K2026-10-27
Lauer Wealth, LLC
INCREASED95,78476,105+19,679+26%$6.0M$7.4M+$1.4M2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED95,49696,127-631-1%$7.6M$7.4M-$219.9K2026-10-20
IFP Advisors, Inc
INCREASED95,41775,839+19,578+26%$6.0M$7.4M+$1.4M2026-10-16
First Horizon Corp
DECREASED94,12896,010-1,882-2%$7.6M$7.3M-$316.3K2026-10-26
Perigon Wealth Management, LLC
INCREASED93,58582,899+10,686+13%$6.6M$7.2M+$677.9K2026-10-22
Montecito Bank & Trust
INCREASED92,83392,356+477+1%$7.3M$7.2M-$127.5K2026-10-01
Oak Harvest Investment Services
DECREASED92,70893,220-512-1%$7.4M$7.2M-$205.5K2026-10-20
Reicon Wealth Advisors, LLC
INCREASED90,83828,838+62,000+215%$2.3M$7.0M+$4.7M2026-11-04
Climber Capital SA
INCREASED90,04988,537+1,512+2%$5.3M$5.0M-$265.2K2026-10-20
Sigma Investment Counselors Inc
INCREASED89,42277,547+11,875+15%$6.1M$6.9M+$779.3K2026-10-27
Equita Financial Network, Inc.
INCREASED89,32583,281+6,044+7%$6.6M$6.9M+$318.7K2026-10-19
Indivisible Partners
INCREASED87,91815,065+72,853+484%$1.2M$6.8M+$5.6M2026-10-26
Meridian Wealth Management, LLC
INCREASED87,27877,783+9,495+12%$6.1M$6.7M+$595.1K2026-11-05
Eukles Asset Management
INCREASED85,51869,197+16,321+24%$5.5M$6.6M+$1.1M2026-11-04
Studio Investment Management LLC
INCREASED84,41279,428+4,984+6%$6.3M$6.5M+$243.6K2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
DECREASED84,20284,444-2420%$6.7M$6.5M-$169.0K2026-10-19
Virtus Family Office LLC
INCREASED84,15883,128+1,030+1%$6.6M$6.5M-$68.4K2026-10-30
CWS Financial Advisors, LLC
INCREASED83,24277,306+5,936+8%$6.1M$6.4M+$321.0K2026-10-16
MGO One Seven LLC
DECREASED83,14892,938-9,790-11%$7.3M$6.4M-$921.7K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED81,74850,041+31,707+63%$4.0M$6.3M+$2.4M2026-10-13
Professional Advisory Services Inc
INCREASED81,23077,950+3,280+4%$6.2K$6.3K+$1152026-10-08
Catalyst Capital Advisors LLC
UNCHANGED81,22381,22300%$6.4M$6.3M-$144.6K2026-11-02
Arcataur Capital Management LLC
INCREASED80,96364,323+16,640+26%$5.1M$6.3M+$1.2M2026-10-21
Perennial Advisors, LLC
INCREASED80,26378,880+1,383+2%$6.2M$6.2M-$33.6K2026-10-13
D.A. Davidson & Co.
INCREASED79,74876,875+2,873+4%$6.1M$6.2M+$85.2K2026-10-28
Choreo, LLC
DECREASED78,800110,542-31,742-29%$8.7M$6.1M-$2.6M2026-10-28
Johnson Bixby & Associates, LLC
DECREASED78,774596,046-517,272-87%$47.1M$6.1M-$41.0M2026-10-14
EverSource Wealth Advisors, LLC
DECREASED78,27686,651-8,375-10%$6.8M$6.0M-$801.3K2026-11-04
XY Planning Network, Inc.
INCREASED78,22271,619+6,603+9%$5.7M$6.0M+$382.6K2026-10-14
Gamma Investing LLC
INCREASED77,41419,933+57,481+288%$1.6M$6.0M+$4.4M2026-10-08
Flagship Harbor Advisors, LLC
INCREASED77,10676,185+921+1%$6.0M$6.0M-$64.4K2026-10-26
LFA - Lugano Financial Advisors SA
INCREASED76,08566,137+9,948+15%$5.1M$5.9M+$761.2K2026-11-03
Prospera Capital Management, LLC
INCREASED75,88821,826+54,062+248%$1.7M$5.9M+$4.1M2026-10-19
Kure Advisory, LLC
INCREASED74,78470,994+3,790+5%$5.6M$5.8M+$166.5K2026-10-08
Mountain Pacific Investment Advisers LLC
DECREASED74,62975,668-1,039-1%$6.0M$5.8M-$214.9K2026-10-29
Rockwood Wealth Management, LLC
INCREASED74,48841,149+33,339+81%$3.3M$5.8M+$2.5M2026-10-27
Koshinski Asset Management, Inc.
DECREASED74,44874,537-890%$5.9M$5.8M-$139.6K2026-10-29
Simon Quick Advisors, LLC
INCREASED74,05459,475+14,579+25%$4.7M$5.7M+$1.0M2026-10-26
Guardian Wealth Management, Inc.
INCREASED73,58565,551+8,034+12%$5.2M$5.7M+$504.0K2026-10-30
Guyasuta Investment Advisors Inc
UNCHANGED73,51173,51100%$5.8M$5.7M-$130.8K2026-10-15
Analyst IMS Investment Management Services Ltd.
INCREASED72,61971,388+1,231+2%$5.6M$5.6K-$5.6M2026-11-05
Morton Brown Family Wealth, LLC
DECREASED72,56776,544-3,977-5%$6.0M$5.6M-$443.4K2026-10-23
Titleist Asset Management, LLC
DECREASED72,09772,913-816-1%$5.8M$5.6M-$192.8K2026-10-08
Oppenheimer & Co Inc
DECREASED71,48376,430-4,947-6%$6.0M$5.5M-$518.2K2026-10-26
Westover Capital Advisors, LLC
NEW71,045—+71,045——$5.5M—2026-10-26
Axxcess Wealth Management, LLC
DECREASED70,236108,452-38,216-35%$8.6M$5.4M-$3.1M2026-10-21
Everett Harris & Co
UNCHANGED70,13070,13000%$5.5M$5.4M-$124.8K2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED69,90557,769+12,136+21%$4.6M$5.4M+$834.6K2026-11-02
Bridgelight Financial Advisors, Inc.
DECREASED69,64072,905-3,265-4%$5.8M$5.4M-$382.0K2026-10-20
MacKenzie Financial Corp
INCREASED69,55926,289+43,270+165%$2.1M$5.4M+$3.3M2026-11-02
Brucke Financial, Inc.
DECREASED69,43570,177-742-1%$5.5M$5.4M-$182.2K2026-10-23
BIP Wealth, LLC
INCREASED68,93668,732+204+0%$5.4M$5.3M-$106.6K2026-10-22
BAR Harbor Wealth Management
DECREASED67,77869,153-1,375-2%$5.5M$5.2M-$229.3K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED67,77019,181+48,589+253%$1.5M$5.2M+$3.7M2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED67,58576,942-9,357-12%$6.1M$5.2M-$859.8K2026-11-03
Gladwyn Financial Advisors, Inc.
INCREASED67,22665,538+1,688+3%$5.2M$5.2M+$13.7K2026-10-05
Evergreen Capital Management LLC
DECREASED66,95667,034-780%$5.3M$5.2M-$125.4K2026-10-23
Sterling Financial Planning, Inc.
INCREASED64,50461,984+2,520+4%$4.9M$5.0M+$84.4K2026-10-28
NavPoint Financial, Inc.
INCREASED64,36752,490+11,877+23%$4.1M$5.0M+$824.1K2026-10-21
Rezny Wealth Management, Inc.
DECREASED64,32064,681-361-1%$5.1M$5.0M-$143.0K2026-10-15
IFG Advisors, LLC
INCREASED64,18050,219+13,961+28%$4.0M$5.0M+$989.1K2026-10-15
Daiwa Securities Group Inc.
INCREASED63,93062,830+1,100+2%$5.0M$4.9M-$26.9K2026-10-29
Anchor Capital Advisors LLC
DECREASED63,20265,299-2,097-3%$5.2M$4.9M-$278.2K2026-11-05
Shotwell Rutter Baer Inc
INCREASED62,55961,567+992+2%$4.9M$4.8M-$32.9K2026-10-14
Massachusetts Wealth Management
DECREASED62,52662,951-425-1%$5.0M$4.8M-$144.9K2026-10-21
Black Diamond Financial, LLC
DECREASED62,27566,007-3,732-6%$5.2M$4.8M-$405.8K2026-10-26
Blueline Advisors LLC
DECREASED61,37762,419-1,042-2%$4.9M$4.7M-$191.6K2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED61,16660,863+303+1%$4.8M$4.7M-$84.9K2026-10-16
Fortress Financial Solutions, LLC
NEW60,962—+60,962——$4.7M—2026-10-14
Brindle & Bay Financial Advisors, LLC
INCREASED60,62922,511+38,118+169%$1.8M$4.7M+$2.9M2026-10-15
Visionary Wealth Advisors
DECREASED60,11461,838-1,724-3%$4.9M$4.6M-$243.3K2026-11-04
Marietta Wealth Management, LLC
INCREASED60,03155,161+4,870+9%$4.4M$4.6M+$281.0K2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
DECREASED59,55560,505-950-2%$4.8M$4.6K-$4.8M2026-10-26
Patten Group, Inc.
INCREASED59,48857,781+1,707+3%$4.6M$4.6M+$29.0K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED57,58255,207+2,375+4%$4.4M$4.4K-$4.4M2026-10-14
J.Safra Asset Management Corp
INCREASED57,17552,105+5,070+10%$4.1M$4.4M+$298.9K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED56,63854,987+1,651+3%$4.3M$4.4M+$29.7K2026-11-03
Lynx Investment Advisory
INCREASED56,42343,290+13,133+30%$3.4M$4.4M+$937.5K2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED55,63452,638+2,996+6%$4.2M$4.3M+$137.7K2026-11-02
AGF Management LTD
DECREASED55,39258,733-3,341-6%$4.6M$4.3M-$362.6K2026-11-03
Planning Strategies Inc.
INCREASED54,61453,903+711+1%$4.3M$4.2M-$41.0K2026-10-02
Juncture Wealth Strategies, LLC
INCREASED54,55953,672+887+2%$4.2M$4.2M-$27.0K2026-10-06
McMill Wealth Management
DECREASED54,14685,831-31,685-37%$6.8M$4.2M-$2.6M2026-11-05
Stirlingshire Investments, Inc.
DECREASED53,80754,228-421-1%$4.3M$4.2M-$129.0K2026-11-05
Bull Street Advisors, LLC
INCREASED53,43450,487+2,947+6%$4.0M$4.1K-$4.0M2026-10-20
Level Wealth Management LLC
INCREASED52,53626,533+26,003+98%$2.1M$4.1M+$2.0M2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED51,98744,597+7,390+17%$3.5M$4.0M+$491.6K2026-11-02
Partners Wealth Management, LLC
NEW51,911—+51,911——$4.0M—2026-10-28
Guardian Asset Advisors, LLC
INCREASED51,38346,778+4,605+10%$3.7M$4.0M+$272.5K2026-10-16
Farrell Financial LLC
INCREASED51,03548,709+2,326+5%$3.8M$3.9M+$93.0K2026-10-16
Fiduciary Advisors, Inc.
DECREASED50,04651,464-1,418-3%$4.1M$3.9M-$201.2K2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED49,19451,126-1,932-4%$4.0M$3.8M-$240.2K2026-10-08
TriaGen Wealth Management LLC
INCREASED48,57046,328+2,242+5%$3.7M$3.8M+$90.7K2026-10-14
CWC Advisors, Llc.
DECREASED48,54561,693-13,148-21%$4.9M$3.8M-$1.1M2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED48,43144,632+3,799+9%$3.5M$3.7M+$214.0K2026-10-26
Vicus Capital
INCREASED48,23946,186+2,053+4%$3.7M$3.7M+$76.4K2026-11-05
Hegarty Advisors, LLC
INCREASED48,02346,810+1,213+3%$3.7M$3.7M+$10.4K2026-10-20
Sightline Wealth Advisors, LLC
DECREASED47,78663,665-15,879-25%$5.0M$3.7M-$1.3M2026-10-21
Arrow Financial Corp
DECREASED47,35255,641-8,289-15%$4.4M$3.7M-$739.4K2026-10-26
Focus Financial Network, Inc.
INCREASED47,25946,539+720+2%$3.7M$3.7M-$27.2K2026-10-14
Warwick Investment Management, Inc.
DECREASED46,91351,725-4,812-9%$4.1M$3.6M-$463.8K2026-10-19
Jnba Financial Advisors
DECREASED46,50948,901-2,392-5%$3.9M$3.6M-$271.8K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED46,46048,298-1,838-4%$3.8M$3.6M-$227.9K2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED46,41538,327+8,088+21%$3.0M$3.6M+$556.5K2026-10-27
Culbertson A N & Co Inc
INCREASED46,32544,268+2,057+5%$3.5M$3.6M+$80.1K2026-10-21
Pacific Capital Wealth Advisors, Inc.
DECREASED45,44583,312-37,867-45%$6.6M$3.5M-$3.1M2026-10-22
Discipline Wealth Solutions, LLC
INCREASED45,05043,103+1,947+5%$3.4M$3.5M+$73.7K2026-10-14
Pacific Park Financial, Inc.
INCREASED45,01641,735+3,281+8%$3.3M$3.5M+$179.2K2026-10-13
Avant Financial Advisors LLC
INCREASED44,99642,810+2,186+5%$3.4M$3.5M+$92.7K2026-11-02
Union Bancaire Privee, UBP SA
DECREASED44,980168,665-123,685-73%$13.3M$3.5M-$9.9M2026-11-04
Finer Wealth Management, Inc.
NEW44,853—+44,853——$3.5M—2026-10-16
rebel Financial LLC
NEW44,688—+44,688——$3.5M—2026-11-04
Connecticut Wealth Management, LLC
DECREASED44,37952,253-7,874-15%$4.1M$3.4M-$701.3K2026-10-13
LifeWealth Investments, LLC
INCREASED44,15843,079+1,079+3%$3.4M$3.4M+$6.7K2026-10-21
Sims Investment Management, LLC
INCREASED43,39939,777+3,622+9%$3.1M$3.4M+$209.0K2026-10-13
GC Wealth Management RIA, LLC
INCREASED43,21835,488+7,730+22%$2.8M$3.3M+$534.0K2026-11-02
Middleton & Co Inc
DECREASED43,17652,401-9,225-18%$4.1M$3.3M-$805.9K2026-10-23
Equity Investment Corp
INCREASED42,71639,271+3,445+9%$3.1M$3.3M+$196.2K2026-11-04
Intelligent Financial Strategies
INCREASED41,98039,017+2,963+8%$3.1M$3.2M+$159.4K2026-10-16
Capital Investment Advisors, LLC
DECREASED40,54841,587-1,039-2%$3.3M$3.1M-$154.3K2026-10-22
Brookstone Capital Management
INCREASED40,34625,394+14,952+59%$2.0M$3.1M+$1.1M2026-10-22
Bellecapital International Ltd.
DECREASED39,91160,226-20,315-34%$4.8M$3.1M-$1.7M2026-10-21
Financial Management Network Inc
INCREASED39,90537,693+2,212+6%$3.0M$3.1M+$106.3K2026-10-09
Cedar Point Capital Partners, LLC
DECREASED39,58240,873-1,291-3%$3.2M$3.1M-$172.5K2026-10-29
Diversified Portfolios, Inc.
INCREASED39,36338,024+1,339+4%$3.0M$3.0M+$35.8K2026-11-04
Insight Inv LLC
DECREASED39,28740,400-1,113-3%$3.2M$3.0M-$157.9K2026-10-27
MidAtlantic Capital Management, Inc.
DECREASED39,18039,220-400%$3.1M$3.0M-$72.9K2026-11-05
Strategic Blueprint, LLC
INCREASED39,14537,595+1,550+4%$3.0M$3.0M+$52.8K2026-10-22
Stone Wealth Partners
NEW39,014—+39,014——$3.0M—2026-11-05
Foster Group, Inc.
INCREASED38,57837,007+1,571+4%$2.9M$3.0M+$55.5K2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED38,47038,47000%$3.0K$3.0K-$682026-10-13
MMA Asset Management LLC
DECREASED38,26941,232-2,963-7%$3.3M$3.0M-$302.3K2026-11-02
Gilman Hill Asset Management, LLC
NEW38,250—+38,250——$3.0M—2026-10-13
Presilium Private Wealth, LLC
DECREASED38,05141,456-3,405-8%$3.3M$2.9M-$336.8K2026-10-26
Mengis Capital Management, Inc.
INCREASED38,03518,932+19,103+101%$1.5M$2.9M+$1.4M2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED37,68936,958+731+2%$2.9M$2.9M-$9.4K2026-10-08
Alamar Capital Management, LLC
NEW37,500—+37,500——$2.9M—2026-11-02
Wavvest Wealth LLC
NEW37,417—+37,417——$2.9M—2026-10-21
Armstrong Advisory Group, Inc
INCREASED37,10536,966+139+0%$2.9M$2.9M-$55.1K2026-10-09
Fagan Associates, Inc.
DECREASED36,96238,530-1,568-4%$3.0M$2.9M-$189.6K2026-10-13
4Wealth Advisors, Inc.
INCREASED36,95633,940+3,016+9%$2.7M$2.9M+$167.8K2026-10-13
Agate Pass Investment Management, LLC
DECREASED36,62837,570-942-3%$3.0M$2.8M-$139.6K2026-10-20
Lido Advisors, LLC
INCREASED36,13636,100+36+0%$2.9M$2.8M-$61.5K2026-11-04
Meridian Financial Advisors, LLC
INCREASED36,04035,521+519+1%$2.8M$2.8M-$23.1K2026-10-14
Compass Ion Advisors, LLC
DECREASED36,00036,280-280-1%$2.9M$2.8M-$86.2K2026-10-23
Evanson Financial, LLC
INCREASED35,83932,603+3,236+10%$2.6M$2.8M+$191.9K2026-10-23
StoneX Group Inc.
DECREASED35,51146,674-11,163-24%$3.7M$2.7M-$948.4K2026-11-03
Transcendent Capital Group LLC
INCREASED35,31431,796+3,518+11%$2.5M$2.7M+$215.2K2026-10-28
Five Pine Wealth Management
DECREASED34,20336,716-2,513-7%$2.9M$2.6M-$259.5K2026-10-20
Exchange Bank
INCREASED34,16927,115+7,054+26%$2.1M$2.6M+$496.7K2026-10-07
Eagle Global Advisors LLC
INCREASED34,12933,529+600+2%$2.6M$2.6M-$13.3K2026-11-02
HB Wealth Management, LLC
INCREASED33,93324,377+9,556+39%$1.9M$2.6M+$694.8K2026-10-23
James Investment Research, Inc.
DECREASED33,89934,294-395-1%$2.7M$2.6M-$91.6K2026-10-22
North Forty Two & Co.
INCREASED33,76433,139+625+2%$2.6M$2.6M-$10.7K2026-10-19
Regions Financial Corp
INCREASED33,33229,410+3,922+13%$2.3M$2.6M+$250.6K2026-11-05
Clear Retirement Advice LLC
DECREASED33,33235,181-1,849-5%$2.8M$2.6M-$205.5K2026-10-22
Avior Wealth Management, LLC
INCREASED33,21032,181+1,029+3%$2.5M$2.6M+$22.2K2026-10-13
PFG Advisors
NEW33,116—+33,116——$2.6M—2026-10-16
Accurate Wealth Management, LLC
INCREASED33,11029,362+3,748+13%$2.3M$2.6M+$252.0K2026-10-20
Clarity Capital Advisors, LLC
INCREASED32,70130,862+1,839+6%$2.4M$2.5M+$87.1K2026-10-27
Axos Invest Inc.
DECREASED32,62534,006-1,381-4%$2.7M$2.5M-$167.2K2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED32,56532,758-193-1%$2.6M$2.5M-$73.2K2026-11-05
Sagace Wealth Management LLC
INCREASED32,39432,114+280+1%$2.5M$2.5M-$35.5K2026-10-28
AXS Investments LLC
INCREASED32,09721,695+10,402+48%$1.7M$2.5M+$764.9K2026-11-04
CGN Advisors LLC
INCREASED31,76528,914+2,851+10%$2.3M$2.5M+$168.8K2026-10-21
ETF Store, Inc.
INCREASED31,61430,672+942+3%$2.4M$2.4M+$18.2K2026-10-19
Linscomb Wealth, Inc.
DECREASED31,55932,103-544-2%$2.5M$2.4M-$99.2K2026-11-05
Phillips Financial Management, LLC
DECREASED31,44932,276-827-3%$2.6M$2.4M-$121.4K2026-10-19
Spire Wealth Management
INCREASED31,01328,944+2,069+7%$2.3M$2.4M+$108.3K2026-10-30
Larson Financial Group LLC
DECREASED30,47232,031-1,559-5%$2.5M$2.4M-$177.4K2026-11-05
First Hawaiian Bank
INCREASED30,41226,458+3,954+15%$2.1M$2.3M+$258.4K2026-10-14
Courier Capital LLC
DECREASED29,94840,244-10,296-26%$3.2M$2.3M-$867.0K2026-10-19
Citizens Financial Group Inc
INCREASED29,88328,780+1,103+4%$2.3M$2.3M+$33.9K2026-10-23
Penobscot Wealth Management
INCREASED29,65823,981+5,677+24%$1.9M$2.3M+$395.9K2026-10-21
SRH Advisors, LLC
INCREASED29,18922,115+7,074+32%$1.7M$2.3M+$507.1K2026-10-22
Chicago Partners Investment Group LLC
INCREASED28,96228,107+855+3%$2.2M$2.2M+$44.5K2026-10-27
Braun-Bostich & Associates Inc.
DECREASED28,87729,642-765-3%$2.3M$2.2M-$111.9K2026-10-20
International Assets Investment Management, LLC
DECREASED28,43541,212-12,777-31%$3.2M$2.2M-$1.0M2026-11-02
Prosperity Advisers, LLC
INCREASED28,27327,279+994+4%$2.2M$2.2M+$28.2K2026-10-28
AUA Capital Management, LLC
DECREASED28,09928,154-550%$2.2M$2.2M-$54.4K2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED27,8743,872+24,002+620%$306.0K$2.2M+$1.8M2026-10-16
Martin Capital Advisors, LLP
UNCHANGED27,80027,80000%$2.2M$2.1M-$49.5K2026-10-15
Crescent Sterling, Ltd.
INCREASED27,79519,357+8,438+44%$1.5M$2.1M+$617.4K2026-10-16
Narus Financial Partners, LLC
DECREASED27,62132,320-4,699-15%$2.6M$2.1M-$420.5K2026-10-19
American National Bank & Trust
INCREASED27,11924,281+2,838+12%$1.9M$2.1M+$176.2K2026-10-07
Steinberganna Wealth Management
INCREASED26,91026,711+199+1%$2.1M$2.1M-$32.2K2026-10-23
Friedenthal Financial
INCREASED25,92922,374+3,555+16%$1.8M$2.0M+$234.8K2026-10-27
D.B. Root & Company, LLC
DECREASED25,85926,008-149-1%$2.1M$2.0M-$57.8K2026-11-04
Rudd Co d/b/a Styre Wealth
NEW25,762—+25,762——$2.0M—2026-10-29
Absolute Capital Management, LLC
UNCHANGED25,72525,72500%$2.0M$2.0M-$45.8K2026-10-16
PW Nova Financial Services LLC
DECREASED25,67927,173-1,494-5%$2.1M$2.0M-$163.8K2026-10-15
Chemistry Wealth Management LLC
INCREASED25,26625,255+11+0%$2.0M$2.0M-$44.1K2026-10-16
Mechanics Bank Trust Department
INCREASED25,25716,125+9,132+57%$1.3M$2.0M+$676.7K2026-10-13
Soltis Investment Advisors LLC
INCREASED25,07624,072+1,004+4%$1.9M$1.9M+$34.8K2026-10-28
A. D. Beadell Investment Counsel, Inc.
INCREASED24,94324,358+585+2%$1.9K$1.9K+$12026-10-14
Gordian Advisors LLC
INCREASED24,81323,877+936+4%$1.9M$1.9M+$29.8K2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED24,43021,951+2,479+11%$1.7M$1.9M+$152.4K2026-10-22
Keeler Thomas Management LLC
DECREASED24,43026,090-1,660-6%$2.1M$1.9M-$174.7K2026-10-29
Sowell Financial Services LLC
DECREASED23,98932,344-8,355-26%$2.6M$1.9M-$703.0K2026-10-23
Wilmington Savings Fund Society, FSB
DECREASED23,95124,886-935-4%$2.0M$1.9M-$116.5K2026-10-23
MBE Wealth Management, LLC
INCREASED23,83023,784+46+0%$1.9M$1.8M-$38.8K2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED23,71622,342+1,374+6%$1.8M$1.8M+$66.4K2026-10-23
Stone Loft Wealth Management LLC
DECREASED23,45429,175-5,721-20%$2.3M$1.8M-$485.2K2026-11-03
Good Harbor Advisors, Inc.
INCREASED23,44721,781+1,666+8%$1.7M$1.8M+$89.8K2026-10-20
Simplicity Wealth,LLC
INCREASED23,42121,475+1,946+9%$1.7M$1.8M+$112.1K2026-10-23
Sheets Smith Wealth Management
INCREASED23,36721,777+1,590+7%$1.7M$1.8M+$84.1K2026-10-16
Thrive Capital Management, LLC
INCREASED23,22611,133+12,093+109%$879.9K$1.8M+$914.3K2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED23,15128,340-5,189-18%$2.2M$1.8M-$451.2K2026-10-21
Cutler Investment Counsel LLC
INCREASED23,05722,400+657+3%$1.8M$1.8M+$10.9K2026-10-28
Long Island Wealth Management, Inc.
DECREASED22,95126,960-4,009-15%$2.1M$1.8M-$357.7K2026-10-20
First County Bank
UNCHANGED22,83822,83800%$1.8M$1.8M-$40.7K2026-10-13
Rosenberg Matthew Hamilton
DECREASED22,80723,297-490-2%$1.8M$1.8M-$79.3K2026-10-05
Clear Point Advisors Inc.
INCREASED22,74022,378+362+2%$1.8M$1.8M-$11.9K2026-10-30
Bare Financial Services, Inc
INCREASED22,66118,256+4,405+24%$1.4M$1.8M+$307.8K2026-11-04
New England Private Wealth Advisors LLC
INCREASED22,63322,467+166+1%$1.8M$1.7M-$14.6K2026-10-19
Ramiah Investment Group
INCREASED22,18321,140+1,043+5%$1.7M$1.7M+$42.9K2026-10-20
Bauman Advisory Group, LLC
DECREASED21,72022,768-1,048-5%$1.8M$1.7M-$121.5K2026-10-29
Aries Wealth Management
DECREASED21,64221,687-450%$1.7M$1.7M-$42.1K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED21,50321,456+47+0%$1.7M$1.7M-$34.6K2026-11-02
Insight Wealth Partners, LLC
DECREASED21,49421,892-398-2%$1.7M$1.7M-$69.6K2026-10-26
Washington Capital Management, Inc
INCREASED21,42517,925+3,500+20%$1.4M$1.7M+$238.5K2026-10-19
Verus Wealth Management, LLC
DECREASED20,89236,027-15,135-42%$2.8M$1.6M-$1.2M2026-10-13
MFA Wealth Services
INCREASED20,73118,828+1,903+10%$1.5M$1.6M+$113.5K2026-10-14
Sonata Capital Group Inc
INCREASED20,45118,528+1,923+10%$1.5M$1.6M+$115.6K2026-10-19
Kuhn & Co Investment Counsel
DECREASED20,29530,970-10,675-34%$2.4M$1.6M-$879.7K2026-10-29
Fullerton Advisors, LLC
INCREASED20,22817,098+3,130+18%$1.4M$1.6M+$211.3K2026-10-14
Signal Advisors Wealth, LLC
INCREASED19,9713,519+16,452+468%$278.1K$1.5M+$1.3M2026-10-13
PDS Planning, Inc
DECREASED19,95521,121-1,166-6%$1.7M$1.5M-$127.7K2026-11-03
Beaumont Financial Advisors, LLC
INCREASED19,73019,701+29+0%$1.6M$1.5M-$32.8K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED19,7097,427+12,282+165%$586.9K$1.5M+$934.7K2026-10-30
Trinity Financial Advisors LLC
DECREASED19,70923,508-3,799-16%$1.9M$1.5M-$335.3K2026-10-09
Ellis Investment Partners, LLC
INCREASED19,66019,639+21+0%$1.6M$1.5M-$33.3K2026-10-21
Intrua Financial, LLC
DECREASED19,53844,632-25,094-56%$3.5M$1.5M-$2.0M2026-10-28
Grand Central Investment Group
INCREASED19,46912,794+6,675+52%$1.0M$1.5M+$492.8K2026-11-02
Washington Trust Advisors, Inc.
DECREASED19,29322,105-2,812-13%$1.7M$1.5M-$256.6K2026-10-22
Quartz Partners, LLC
INCREASED19,26813,240+6,028+46%$1.0M$1.5M+$442.1K2026-11-03
Navigate Wealth Management, LLC
INCREASED19,21714,565+4,652+32%$1.1M$1.5M+$338.9K2026-10-14
Powell Investment Advisors, LLC
UNCHANGED19,08519,08500%$1.5M$1.5M-$34.0K2026-10-22
Naples Global Advisors, LLC
INCREASED19,05418,269+785+4%$1.4M$1.5M+$28.1K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
INCREASED18,94218,645+297+2%$1.5M$1.5M-$10.2K2026-10-28
Virtue Capital Management, LLC
DECREASED18,76619,948-1,182-6%$1.6M$1.4M-$126.8K2026-10-29
Cullen T Bankers, Inc.
INCREASED18,65318,537+116+1%$1.5M$1.4M-$24.0K2026-10-28
Wedmont Private Capital
DECREASED18,60435,554-16,950-48%$2.8M$1.4M-$1.4M2026-10-09
Salem Investment Counselors Inc
INCREASED18,59318,575+18+0%$1.5M$1.4M-$31.7K2026-10-13
Krilogy Financial LLC
INCREASED18,30317,018+1,285+8%$1.3M$1.4M+$71.0K2026-10-13
Great Diamond Partners, LLC
DECREASED18,27518,625-350-2%$1.5M$1.4M-$60.2K2026-10-13
Compound Planning, Inc.
INCREASED18,25011,863+6,387+54%$937.5K$1.4M+$472.3K2026-11-05
City State Bank
INCREASED18,22016,430+1,790+11%$1.3M$1.4M+$109.0K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED18,15710,547+7,610+72%$833.5K$1.4M+$569.1K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED17,98519,670-1,685-9%$1.6M$1.4M-$165.2K2026-11-05
Elser Financial Planning, Inc
DECREASED17,92629,497-11,571-39%$2.3M$1.4M-$946.4K2026-10-16
Vontobel Holding Ltd.
DECREASED17,56818,862-1,294-7%$1.5M$1.4M-$133.5K2026-10-16
Eastern Bank
INCREASED17,31016,390+920+6%$1.3M$1.3M+$41.9K2026-10-05
Cypress Capital, LLC
DECREASED17,15218,106-954-5%$1.4M$1.3M-$105.9K2026-10-20
Brown, Lisle Ings, Inc.
DECREASED17,06118,058-997-6%$1.4M$1.3M-$109.1K2026-10-16
Cambridge Advisors Inc.
INCREASED16,98116,922+59+0%$1.3M$1.3M-$25.6K2026-10-19
Nabity-Jensen Investment Management Inc
DECREASED16,86017,122-262-2%$1.4M$1.3M-$50.7K2026-10-23
Berkshire Money Management, Inc.
DECREASED16,79117,560-769-4%$1.4M$1.3M-$90.7K2026-10-21
Gleason Group, Inc.
INCREASED16,66610,487+6,179+59%$828.8K$1.3M+$458.7K2026-10-15
NBT Bank, N.A.
DECREASED16,41920,983-4,564-22%$1.7M$1.3M-$389.9K2026-10-21
Bfsg, LLC
INCREASED16,34315,135+1,208+8%$1.2M$1.3M+$66.4K2026-10-30
Aprio Wealth Management, LLC
DECREASED16,32818,280-1,952-11%$1.4M$1.3M-$183.4K2026-10-28
Chatham Capital Group, Inc.
INCREASED16,32816,038+290+2%$1.3M$1.3M-$6.1K2026-10-16
Valley Wealth Managers, Inc.
DECREASED16,30817,096-788-5%$1.4M$1.3M-$91.3K2026-10-09
US Bancorp \de\
DECREASED16,27517,562-1,287-7%$1.4M$1.3M-$130.7K2026-11-05
YHB Investment Advisors, Inc.
INCREASED16,20415,383+821+5%$1.2M$1.3M+$36.0K2026-10-08
Stonekeep Investments, LLC
DECREASED16,16920,133-3,964-20%$1.6K$1.2M+$1.2M2026-10-15
PKS Advisory Services, LLC
UNCHANGED16,06216,06200%$1.3M$1.3M$02026-10-26
Retirement Investment Advisors, Inc.
UNCHANGED15,99615,99600%$1.3M$1.2M-$19.2K2026-10-22
Chilton Capital Management LLC
DECREASED15,90518,350-2,445-13%$1.5M$1.2M-$221.5K2026-10-28
Independence Bank of Kentucky
DECREASED15,60216,405-803-5%$1.3M$1.2M-$91.2K2026-10-26
Woodmont Investment Counsel LLC
DECREASED15,47215,738-266-2%$1.2M$1.2M-$48.6K2026-10-29
Pinnacle Bancorp, Inc.
INCREASED15,10914,897+212+1%$1.2M$1.2M-$10.1K2026-10-21
Simplex Trading, LLC
NEW15,020—+15,020——$1.2M—2026-11-04
Independent Financial Group, LLC
INCREASED14,49012,367+2,123+17%$977.3K$1.1M+$142.0K2026-10-13
Algorithmic Investment Models, LLC
DECREASED14,39314,421-280%$1.1M$1.1M-$27.8K2026-11-04
Parkside Financial Bank & Trust
UNCHANGED14,15014,15000%$1.1M$1.1M-$25.2K2026-10-27
Gilpin Wealth Management, LLC
DECREASED13,87214,097-225-2%$1.1M$1.1M-$42.5K2026-10-09
BluePrint Investing LLC
INCREASED13,66312,341+1,322+11%$975.3K$1.1M+$80.2K2026-10-14
Mezzasalma Advisors, LLC
INCREASED13,62713,487+140+1%$1.1M$1.1M-$13.2K2026-10-14
True Private Wealth Advisors
DECREASED13,57513,758-183-1%$1.1M$1.0M-$38.6K2026-10-19
Wesbanco Bank Inc
DECREASED13,40740,691-27,284-67%$3.2M$1.0M-$2.2M2026-11-04
Uncommon Cents Investing Inc
INCREASED13,3848,914+4,470+50%$704.5K$1.0M+$329.4K2026-10-20
SAX Wealth Advisors, LLC
INCREASED13,29311,953+1,340+11%$947.5K$1.0M+$79.4K2026-10-13
Chapin Davis, Inc.
INCREASED13,21613,072+144+1%$1.0M$1.0M-$12.1K2026-10-09
Creekside Partners
DECREASED13,13315,453-2,320-15%$1.2M$1.0M-$206.7K2026-11-04
Altus Wealth Group LLC
INCREASED13,05912,990+69+1%$1.0M$1.0M-$17.7K2026-10-20
Thrive Wealth Management, LLC
INCREASED12,94110,064+2,877+29%$795.4K$999.7K+$204.3K2026-10-13
Sage Capital Advisors,llc
INCREASED12,94112,938+3+0%$1.0M$999.7K-$22.8K2026-10-13
HT Partners LLC
INCREASED12,92512,836+89+1%$1.0M$998.5K-$16.0K2026-10-20
Verus Capital Partners, LLC
DECREASED12,91714,155-1,238-9%$1.1M$997.8K-$120.8K2026-11-03
Banque Pictet & CIE SA
UNCHANGED12,82012,82000%$1.0M$990.3K-$22.8K2026-10-16
Pines Wealth Management, LLC
INCREASED12,77012,066+704+6%$953.6K$986.4K+$32.9K2026-10-21
Smithbridge Asset Management Inc
DECREASED12,76114,842-2,081-14%$1.2M$985.8K-$187.2K2026-10-19
Blueprint Financial Advisors LLC
NEW12,734—+12,734——$983.7K—2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED12,70512,199+506+4%$959.9K$982.6K+$22.7K2026-10-13
Bison Wealth, LLC
NEW12,701—+12,701——$982.5K—2026-10-13
Ballast Financial Advisors LLC
DECREASED12,66813,077-409-3%$1.0M$978.6K-$54.8K2026-10-26
Nisa Investment Advisors, LLC
DECREASED12,585795,228-782,643-98%$62.8M$972.2K-$61.9M2026-10-20
LifePlan Financial, LLC
INCREASED12,43312,203+230+2%$964.4K$961.6K-$2.8K2026-10-13
Essex Bank
INCREASED12,39712,072+325+3%$954.0K$957.7K+$3.6K2026-10-16
Marks Wealth, LLC
DECREASED12,302569,042-556,740-98%$45.0M$950.4K-$44.0M2026-10-30
Pinnacle Associates LTD
DECREASED12,26312,904-641-5%$1.0M$947.3K-$72.5K2026-10-20
Prosperity Planning, Inc.
INCREASED12,25510,777+1,478+14%$851.7K$946.7K+$95.0K2026-10-09
RCW Management, LLC
UNCHANGED12,13512,13500%$959.1K$937.5K-$21.6K2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED11,98613,291-1,305-10%$1.1M$925.9K-$124.4K2026-10-20
TMB Capital Partners, LLC
INCREASED11,95811,466+492+4%$906.2K$923.8K+$17.6K2026-10-20
Obermeyer Wealth Partners
UNCHANGED11,90311,90300%$940.7K$919.5K-$21.2K2026-10-21
Capital Asset Advisory Services LLC
DECREASED11,87111,906-350%$941.0K$922.5K-$18.5K2026-10-30
Atlas Brown,Inc.
DECREASED11,78511,978-193-2%$946.6K$910.4K-$36.3K2026-10-09
Diversify Wealth Management, LLC
INCREASED11,73011,440+290+3%$898.1K$908.9K+$10.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED11,73011,440+290+3%$898.1K$908.9K+$10.8K2026-10-20
Shayne & Jacobs, LLC
DECREASED11,64611,657-110%$921.3K$899.7K-$21.6K2026-10-21
Novem Group
DECREASED11,52211,654-132-1%$921.1K$890.1K-$31.0K2026-10-19
ZWJ Investment Counsel Inc
INCREASED11,49310,733+760+7%$848.2K$887.8K+$39.6K2026-10-15
Summit Global Investments
DECREASED11,30313,010-1,707-13%$1.0M$873-$1.0M2026-10-28
IPG Investment Advisors LLC
INCREASED11,14810,400+748+7%$821.9K$861.2K+$39.3K2026-10-30
Gridiron Partners, LLC
UNCHANGED10,96110,96100%$863.1K$846.7K-$16.3K2026-10-08
L. Roy Papp & Associates, LLP
DECREASED10,96010,975-150%$867.4K$846.7K-$20.7K2026-10-21
Nations Financial Group Inc,
DECREASED10,89411,083-189-2%$875.9K$841.6K-$34.3K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED10,83712,397-1,560-13%$979.7K$837.2K-$142.6K2026-10-16
Clearview Wealth Management LLC
DECREASED10,82020,103-9,283-46%$1.6M$836.6K-$752.1K2026-10-16
Midwest Trust Co
INCREASED10,81610,440+376+4%$825.1K$835.5K+$10.5K2026-10-22
Mitchell Sinkler & Starr
INCREASED10,79510,475+320+3%$827.8K$833.9K+$6.1K2026-10-13
William John Sempolinski
INCREASED10,7308,330+2,400+29%$658.3K$828.9K+$170.6K2026-10-20
ANB Bank
DECREASED10,44511,305-860-8%$893.4K$806.9K-$86.6K2026-10-09
Orin Green Financial, LLC
INCREASED10,32010,311+9+0%$814.8K$797.2K-$17.6K2026-10-19
Woodward Diversified Capital, LLC
INCREASED10,1437,490+2,653+35%$591.9K$783.5K+$191.6K2026-10-21
Kelleher Financial Advisors
DECREASED10,10021,100-11,000-52%$1.7M$780.2K-$887.3K2026-10-30
HUB Investment Partners, LLC
INCREASED10,0578,133+1,924+24%$642.7K$776.9K+$134.2K2026-11-03
Orrstown Financial Services Inc
INCREASED10,0449,827+217+2%$776.6K$775.9K-$7292026-10-14
West Paces Advisors Inc.
UNCHANGED10,02010,02000%$791.9K$774.0K-$17.8K2026-10-13
Wealth Effects LLC
DECREASED10,01210,121-109-1%$799.9K$773.5K-$26.4K2026-10-23
Cooper Financial Group
INCREASED9,9769,637+339+4%$761.6K$770.6K+$9.0K2026-10-07
Central Trust Co
INCREASED9,9569,844+112+1%$778.0K$769.1K-$8.9K2026-11-05
Eagle Bay Advisors LLC
DECREASED9,86010,536-676-6%$832.7K$761.7K-$71.0K2026-10-16
SkyOak Wealth, LLC
DECREASED9,8539,889-360%$781.5K$761.1K-$20.4K2026-10-28
Eagle Harbor Asset Management Inc
NEW9,798—+9,798——$756.9K—2026-10-21
Power Wealth Management LLC
DECREASED9,78513,212-3,427-26%$1.0M$755.9K-$288.3K2026-10-27
RMR Wealth Builders
INCREASED9,6958,031+1,664+21%$634.7K$748.9K+$114.2K2026-10-22
Phillip James Consulting Co.
UNCHANGED9,6839,68300%$765.2K$748.0K-$17.2K2026-11-03
Grandview Asset Management LLC
DECREASED9,67613,018-3,342-26%$1.0M$747.5K-$281.4K2026-10-19
Summa Corp.
UNCHANGED9,5009,50000%$750.8K$733.9K-$16.9K2026-10-30
Wallington Asset Management, LLC
INCREASED9,2487,490+1,758+23%$591.9K$714.4K+$122.5K2026-11-04
Leuthold Group, LLC
DECREASED9,2469,395-149-2%$742.5K$714.3K-$28.2K2026-11-04
Integrity Alliance, Llc.
INCREASED9,1958,020+1,175+15%$633.8K$710.3K+$76.5K2026-10-29
Capstone Wealth Management Group, LLC
DECREASED9,18818,468-9,280-50%$1.5M$734.4K-$725.1K2026-11-05
Willow Creek Wealth Management Inc.
INCREASED9,1873,296+5,891+179%$260.5K$709.8K+$449.2K2026-10-26
Csenge Advisory Group
INCREASED9,1597,553+1,606+21%$596.9K$707.5K+$110.6K2026-11-04
APS Management Group, Inc.
INCREASED9,1467,615+1,531+20%$601.8K$706.5K+$104.7K2026-10-14
Apollon Wealth Management, LLC
INCREASED8,8396,400+2,439+38%$505.8K$682.8K+$177.1K2026-10-23
Voisard Asset Management Group, Inc.
INCREASED8,7728,695+77+1%$687.2K$677.6K-$9.5K2026-10-13
Y.D. More Investments Ltd
INCREASED8,7177,194+1,523+21%$568.5K$673.4K+$104.8K2026-11-02
FC Advisory LLC
INCREASED8,6458,583+62+1%$678.3K$667.8K-$10.5K2026-10-05
L.K. Benson & Company, P.C.
UNCHANGED8,6008,60000%$679.7K$664.4K-$15.3K2026-10-23
Barrett & Company, Inc.
INCREASED8,5898,576+13+0%$677.7K$663.5K-$14.2K2026-10-22
FDx Advisors, Inc.
INCREASED8,5538,344+209+3%$659.0K$661-$658.3K2026-11-05
Atwood & Palmer Inc
UNCHANGED8,5008,50000%$671.8K$656.6K-$15.1K2026-10-08
Princeton Capital Management LLC
INCREASED8,4778,222+255+3%$649.8K$654.8K+$5.1K2026-10-27
Winter & Associates, Inc.
DECREASED8,2819,209-928-10%$727.8K$640.9K-$86.8K2026-10-23
Graetz Wealth LLC
NEW8,245—+8,245——$637.0K—2026-10-27
Aviance Capital Partners, LLC
DECREASED8,21613,213-4,997-38%$1.0M$634.6K-$409.6K2026-10-29
SteelPeak Wealth, LLC
INCREASED8,1766,197+1,979+32%$489.8K$631.6K+$141.8K2026-10-16
Bank of New Hampshire
DECREASED8,1418,652-511-6%$683.8K$628.9K-$54.9K2026-10-06
Hudson Oak Wealth Advisory LLC
INCREASED8,1388,011+127+2%$633.1K$628.7K-$4.4K2026-10-16
Advisor OS, LLC
INCREASED8,1118,101+10+0%$640.3K$626.6K-$13.7K2026-11-03
Monetary Solutions, Ltd
INCREASED8,1008,042+58+1%$635.6K$625.7K-$9.8K2026-10-22
Sapient Capital LLC
UNCHANGED7,9197,91900%$625.8K$611.7K-$14.1K2026-10-08
Flagstar Securities, Inc
NEW7,849—+7,849——$606.3K—2026-10-15
Financial Management Professionals, Inc.
UNCHANGED7,8007,80000%$616.4K$602.6K-$13.9K2026-10-23
Private Trust Co NA
INCREASED7,7205,150+2,570+50%$407.0K$596.4K+$189.4K2026-10-20
First Interstate Bank
UNCHANGED7,6027,60200%$600.8K$587.3K-$13.5K2026-10-23
Duncker Streett & Co Inc
INCREASED7,6017,346+255+3%$580.6K$587.2K+$6.6K2026-10-27
Cypress Wealth Services, LLC
DECREASED7,5707,705-135-2%$608.9K$584.5K-$24.4K2026-10-21
Garner Asset Management Corp
DECREASED7,4007,600-200-3%$600.6K$574.5K-$26.2K2026-10-30
JFS Wealth Advisors, LLC
INCREASED7,3777,360+17+0%$581.7K$569.9K-$11.8K2026-11-03
Wealthcare Capital Partners, LLC
DECREASED7,3597,623-264-3%$602.4K$568.5K-$33.9K2026-10-21
Weaver Consulting Group
DECREASED7,2977,400-103-1%$584.8K$563.7K-$21.1K2026-10-07
LexAurum Advisors, LLC
INCREASED7,2856,462+823+13%$510.7K$562.8K+$52.1K2026-10-19
Archer Investment Management, LLC
NEW7,226—+7,226——$558.2K—2026-10-13
RFG - Bristol Wealth Advisors, LLC
UNCHANGED7,2017,20100%$569.1K$556.3K-$12.8K2026-10-09
Portland Financial Advisors Inc
INCREASED7,1784,195+2,983+71%$331.5K$554.5K+$223.0K2026-10-26
Redw Wealth LLC
DECREASED7,1248,426-1,302-15%$665.9K$550.3K-$115.6K2026-11-02
Sidoxia Capital Management, LLC
INCREASED7,1166,832+284+4%$539.9K$549.7K+$9.8K2026-10-28
Allied Investment Advisors, LLC
DECREASED7,112153,415-146,303-95%$12.1M$549.4K-$11.6M2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED7,0927,024+68+1%$555.1K$547.9K-$7.3K2026-10-20
Caldwell Trust Co
DECREASED7,0628,994-1,932-21%$710.8K$545.5K-$165.3K2026-10-30
RED Cedar Investment Management, LLC
UNCHANGED7,0577,05700%$557.7K$545.2K-$12.6K2026-11-04
Pillar Financial Advisors, LLC
DECREASED7,0207,378-358-5%$583.1K$542.3K-$40.8K2026-10-21
Wiregrass Investment Management LLC
UNCHANGED7,0007,00000%$553.2K$540.8K-$12.5K2026-11-05
Woodside Wealth Management LLC
INCREASED6,9396,889+50+1%$544.4K$536.0K-$8.4K2026-10-16
Manchester Capital Management LLC
DECREASED6,9096,975-66-1%$551.2K$533.7K-$17.5K2026-10-22
Wedbush Securities Inc
DECREASED6,8988,455-1,557-18%$668.0K$533-$667.5K2026-10-22
One Way Holdings LLC
DECREASED6,8868,915-2,029-23%$704.6K$531.9K-$172.6K2026-10-29
Seven Post Investment Office LP
DECREASED6,8297,461-632-8%$589.6K$527.6K-$62.1K2026-10-26
Nicholas Wealth, Llc.
DECREASED6,7667,779-1,013-13%$614.8K$522.7K-$92.1K2026-10-26
Nilsine Partners, LLC
NEW6,765—+6,765——$522.6K—2026-11-02
Allstreet Capital Advisors LLC
DECREASED6,7286,966-238-3%$550.5K$519.7K-$30.8K2026-11-04
Ignite Planners, LLC
INCREASED6,7286,588+140+2%$520.7K$520.7K+$152026-10-14
Wiser Wealth Management, Inc
DECREASED6,7048,678-1,974-23%$685.8K$517.9K-$167.9K2026-10-14
Kelsey Financial, LLC
INCREASED6,6583,169+3,489+110%$250.4K$514.3K+$263.9K2026-10-28
AMG National Trust Bank
DECREASED6,6447,064-420-6%$558.3K$513.2K-$45.0K2026-11-05
Carroll Advisory Group, LLC
INCREASED6,6056,560+45+1%$518.4K$510.2K-$8.2K2026-10-16
Sovran Advisors, LLC
NEW6,506—+6,506——$505.9K—2026-11-02
LaFleur & Godfrey LLC
UNCHANGED6,4206,42000%$507.4K$495.9K-$11.4K2026-10-27
M Holdings Securities, Inc.
NEW6,415—+6,415——$496—2026-11-03
SeaCrest Wealth Management, LLC
INCREASED6,3694,159+2,210+53%$328.7K$492.0K+$163.3K2026-10-21
LMG Wealth Partners, LLC
INCREASED6,3236,092+231+4%$481.5K$488.5K+$7.0K2026-11-05
Centurion Wealth Management LLC
INCREASED6,2435,003+1,240+25%$395.4K$482.3K+$86.8K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED6,2097,441-1,232-17%$588.0K$479.6K-$108.4K2026-10-19
Augustine Asset Management Inc
DECREASED6,1826,191-90%$489.3K$477.6K-$11.7K2026-10-13
Balboa Wealth Partners
DECREASED6,0518,131-2,080-26%$642.6K$467.5K-$175.1K2026-10-20
Brighton Jones LLC
INCREASED6,0336,020+13+0%$475.8K$466.0K-$9.7K2026-11-03
Alterna Wealth Management, Inc
NEW6,004—+6,004——$463.8K—2026-10-27
Cardinal Point Capital Management ULC
INCREASED5,9915,700+291+5%$450.5K$462.8K+$12.3K2026-10-21
Seizert Capital Partners, LLC
INCREASED5,9815,913+68+1%$467.3K$462.0K-$5.3K2026-10-30
Tcfg Investment Advisors, LLC
UNCHANGED5,9635,96300%$471.3K$460.6K-$10.6K2026-10-20
Security Financial Services, Inc.
INCREASED5,9615,590+371+7%$441.8K$460.5K+$18.7K2026-10-29
Investmark Advisory Group LLC
INCREASED5,9462,887+3,059+106%$228.1K$459.5K+$231.4K2026-10-27
Vima LLC
INCREASED5,8755,837+38+1%$461.3K$453.8K-$7.5K2026-10-23
WoodTrust Financial Corp
DECREASED5,8726,115-243-4%$483.0K$454-$482.5K2026-10-09
Carter Financial Group, Inc.
INCREASED5,8245,237+587+11%$413.9K$449.9K+$36.1K2026-10-21
Prairie Advisory, LLC
INCREASED5,8122,901+2,911+100%$229.2K$449.0K+$219.8K2026-10-19
Carnegie Investment Counsel
INCREASED5,8065,614+192+3%$443.7K$448.5K+$4.8K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED5,8015,80100%$458.4K$448.1K-$10.3K2026-11-02
Bulwark Capital Corp
DECREASED5,7926,132-340-6%$484.6K$447.4K-$37.2K2026-10-13
Family Wealth Partners, LLC
INCREASED5,7895,779+10+0%$456.7K$447.2K-$9.5K2026-10-20
Hunter Associates Investment Management LLC
UNCHANGED5,6215,62100%$444.0K$434-$443.6K2026-10-26
Tilia Fiduciary Partners, Inc.
DECREASED5,5826,634-1,052-16%$524.3K$431.2K-$93.0K2026-10-09
DMC Group, LLC
INCREASED5,5355,093+442+9%$402.5K$427.6K+$25.1K2026-10-26
Darrow Company, Inc.
INCREASED5,5175,249+268+5%$414.8K$426.2K+$11.4K2026-10-22
TrustWell Financial Advisors, LLC
INCREASED5,4605,405+55+1%$427.2K$421.8K-$5.4K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED5,4385,985-547-9%$473.0K$420.1K-$52.9K2026-10-13
Lanark Financial, Inc.
INCREASED5,3755,000+375+8%$395.2K$415.2K+$20.0K2026-10-26
Elevation Wealth Partners, LLC
INCREASED5,363417+4,946+1186%$32.9K$414.3K+$381.4K2026-10-07
Pension & Wealth Management Advisors, Inc.
DECREASED5,3105,433-123-2%$429.4K$410.2K-$19.2K2026-10-16
Anson Capital, Inc.
INCREASED5,2235,167+56+1%$408.3K$403.5K-$4.8K2026-10-23
Praetorian Wealth Management, Inc.
INCREASED5,2194,768+451+9%$376.8K$403.2K+$26.4K2026-10-16
Key FInancial Inc
INCREASED5,1904,805+385+8%$379.7K$400.9K+$21.2K2026-11-02
United Advisor Group, LLC
INCREASED5,1544,873+281+6%$385.1K$398.1K+$13.0K2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED5,1445,14400%$406.5K$397.4K-$9.2K2026-10-14
Midwest Financial Group LLC
INCREASED5,1264,778+348+7%$377.6K$396.0K+$18.4K2026-10-15
CV Advisors LLC
DECREASED5,1025,267-165-3%$414.7K$392.6K-$22.1K2026-10-13
Stonebridge Financial Group, LLC
INCREASED5,0114,936+75+2%$390.1K$387.1K-$3.0K2026-10-01
Index Fund Advisors, Inc.
INCREASED4,9964,939+57+1%$390.4K$385.9K-$4.5K2026-11-05
Advisory Solutions Group, LLC
INCREASED4,9554,431+524+12%$350.2K$382.8K+$32.6K2026-10-14
Future Financial Wealth Managment LLC
UNCHANGED4,9504,95000%$388.1K$382.4K-$5.7K2026-10-15
Investment Management Trust, LLC
DECREASED4,94810,214-5,266-52%$807.2K$382.2K-$425.0K2026-11-05
Burton Enright Welch
NEW4,928—+4,928——$380.7K—2026-11-04
IVC Wealth Advisors LLC
INCREASED4,9274,285+642+15%$338.6K$380.6K+$42.0K2026-10-23
Ascent Group, LLC
NEW4,901—+4,901——$378.6K—2026-10-30
Hoge Financial Services, LLC
INCREASED4,8824,630+252+5%$365.9K$377.1K+$11.3K2026-11-05
Ridgewood Investments LLC
UNCHANGED4,7754,77500%$377.4K$368.9K-$8.5K2026-10-05
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED4,7744,77400%$377.3K$368.8K-$8.5K2026-11-02
RAM Investment Partners, LLC
INCREASED4,7734,753+20+0%$375.6K$368.8K-$6.9K2026-10-21
Seelaus Asset Management LLC
DECREASED4,7605,385-625-12%$425.6K$367.7K-$57.9K2026-10-14
Secure Asset Management, LLC
DECREASED4,7514,907-156-3%$387.8K$367.0K-$20.8K2026-10-19
Navigation Wealth Management, Inc.
INCREASED4,7394,624+115+2%$365.4K$366.6K+$1.2K2026-11-03
Essential Planning, Llc.
INCREASED4,7184,693+25+1%$370.9K$364.5K-$6.4K2026-10-21
Churchill Financial Advisors, LLC
DECREASED4,6934,833-140-3%$381.9K$362.5K-$19.4K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED4,6874,656+31+1%$368.0K$362.1K-$5.9K2026-10-23
Downshift Financial, LLC
UNCHANGED4,6774,67700%$369.6K$361.3K-$8.3K2026-10-13
Weatherly Asset Management L. P.
UNCHANGED4,6504,65000%$367.5K$359.2K-$8.3K2026-10-20
Portfolio Resources Advisor Group, Inc.
INCREASED4,6154,434+181+4%$350.4K$356.5K+$6.1K2026-10-20
Invariant Investment Management
UNCHANGED4,5554,55500%$359.2K$350.8K-$8.3K2026-10-08
Raab & Moskowitz Asset Management LLC
DECREASED4,4764,726-250-5%$373.5K$345.8K-$27.7K2026-11-02
Physician Wealth Advisors, Inc.
UNCHANGED4,4524,45200%$351.8K$343.9K-$7.9K2026-10-20
Aspetuck Financial Management LLC
UNCHANGED4,4004,40000%$347.7K$339.9K-$7.8K2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED4,3934,39300%$347.2K$339.4K-$7.8K2026-10-21
Saxony Capital Management, LLC
DECREASED4,3845,067-683-13%$400.5K$338.6K-$61.8K2026-10-15
Trilogy Capital Inc.
INCREASED4,3824,242+140+3%$335.2K$338.5K+$3.3K2026-10-20
Boston Trust Walden Corp
DECREASED4,3686,087-1,719-28%$481.1K$337.4K-$143.6K2026-10-30
CoreCap Advisors, LLC
INCREASED4,3394,175+164+4%$330.0K$335.2K+$5.2K2026-10-08
Northwest Wealth Management, LLC
UNCHANGED4,3194,31900%$341.3K$333.6K-$7.7K2026-10-30
Clear Creek Financial Management, LLC
INCREASED4,3064,032+274+7%$318.7K$332.6K+$14.0K2026-10-28
Chicago Capital, LLC
DECREASED4,2894,739-450-9%$374.5K$331.3K-$43.2K2026-10-13
Columbus Macro, LLC
INCREASED4,2424,198+44+1%$331.8K$327.7K-$4.0K2026-10-14
Life Planning Partners, Inc
DECREASED4,2144,621-407-9%$365.2K$325.5K-$39.7K2026-10-28
Compass Financial Group, Inc
DECREASED4,1334,198-65-2%$331.8K$319.3K-$12.5K2026-10-13
Meriwether Wealth & Planning, LLC
UNCHANGED4,1314,13100%$326.5K$319.1K-$7.4K2026-10-13
Avaii Wealth Management, LLC
INCREASED4,1284,127+1+0%$326.2K$317.9K-$8.2K2026-10-09
IFC & Insurance Marketing, Inc.
NEW4,121—+4,121——$318.3K—2026-10-16
Matisse Capital
UNCHANGED4,0004,00000%$316.1K$309.0K-$7.1K2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED3,9733,929+44+1%$310.5K$306.9K-$3.6K2026-10-29
Gilbert Capital Group, Inc.
DECREASED3,9644,734-770-16%$374.1K$306.2K-$67.9K2026-10-28
Covenant Asset Management, LLC
INCREASED3,8903,095+795+26%$244.6K$300.5K+$55.9K2026-10-14
Great Waters Wealth Management
INCREASED3,8663,439+427+12%$271.7K$298.7K+$26.9K2026-10-07
Riverbend Wealth Management, LLC
NEW3,846—+3,846——$297.1K—2026-10-15
Fonville Wealth Management LLC
DECREASED3,8223,877-55-1%$306.4K$295.3K-$11.2K2026-10-28
Schaeffer Financial LLC
INCREASED3,8072,973+834+28%$234.9K$294.1K+$59.2K2026-10-23
Trinity Wealth Management, LLC
NEW3,743—+3,743——$289.1K—2026-10-13
Liberty Capital Management, Inc.
UNCHANGED3,7193,71900%$293.9K$287.3K-$6.6K2026-11-02
First Heartland Consultants, Inc.
DECREASED3,6924,464-772-17%$352.8K$285.2K-$67.6K2026-10-08
Mullaney, Keating & Wright, Inc.
INCREASED3,6653,631+34+1%$287.0K$283.2K-$3.8K2026-10-19
Lake Street Private Wealth, LLC
INCREASED3,6603,629+31+1%$286.8K$282.8K-$4.1K2026-10-22
Winthrop Capital Management, LLC
UNCHANGED3,6143,61400%$286.0K$279.2K-$6.8K2026-11-05
Verisail Partners, LLC
NEW3,613—+3,613——$279.1K—2026-10-19
Biltmore Family Office, LLC
INCREASED3,5813,465+116+3%$273.9K$276.6K+$2.7K2026-11-03
Stephens Group Asset Management, LLC
UNCHANGED3,5773,57700%$282.7K$276.3K-$6.4K2026-10-09
CMH Wealth Management LLC
DECREASED3,5398,639-5,100-59%$682.8K$273.4K-$409.4K2026-10-22
Accel Wealth Management
INCREASED3,5253,519+6+0%$278.1K$272.3K-$5.8K2026-10-13
Commons Capital, LLC
INCREASED3,5223,506+16+0%$277.1K$272.1K-$5.0K2026-11-05
Smart Wealth LLC
INCREASED3,5203,151+369+12%$249.1K$271.9K+$22.8K2026-11-04
KPP Advisory Services LLC
DECREASED3,5094,487-978-22%$354.6K$271.1K-$83.6K2026-10-26
Founders Financial Securities LLC
NEW3,479—+3,479——$268.8K—2026-10-28
FF Advisors,LLC
INCREASED3,4592,644+815+31%$209.0K$267.2K+$58.2K2026-10-21
Procyon Advisors, LLC
DECREASED3,4075,657-2,250-40%$447.1K$263.2K-$183.9K2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED3,3973,147+250+8%$248.7K$262.4K+$13.7K2026-11-03
AdvisorNet Financial, Inc
INCREASED3,3092,762+547+20%$218.3K$255.8K+$37.5K2026-10-15
Certuity, LLC
DECREASED3,3083,619-311-9%$286.0K$255.5K-$30.5K2026-11-02
Investors Research Corp
INCREASED3,2703,174+96+3%$250.8K$252.6K+$1.8K2026-10-07
Grove Street Fiduciary, LLC
NEW3,251—+3,251——$251.1K—2026-10-13
First Security Investment Management, Inc.
NEW3,246—+3,246——$250.7K—2026-11-05
Sweeney & Michel, LLC
DECREASED3,2434,356-1,113-26%$342.4K$250.6K-$91.8K2026-10-16
SBI Securities Co., Ltd.
DECREASED3,2414,710-1,469-31%$372.2K$250.4K-$121.9K2026-10-22
BLB&B Advisors, LLC
INCREASED3,1982,890+308+11%$228.4K$247.1K+$18.7K2026-10-27
Cornerstone Wealth, LLC
INCREASED3,1983,160+38+1%$248.8K$248.3K-$5262026-10-28
Signature Equity Partners, LLC
INCREASED3,190116+3,074+2650%$9.2K$246.4K+$237.3K2026-10-29
Greenhouse Wealth Management, LLC
NEW3,183—+3,183——$245.8K—2026-10-20
McHugh Group, LLC
UNCHANGED3,1643,16400%$250.1K$244.4K-$5.6K2026-10-19
Bigelow Investment Advisors, LLC
UNCHANGED3,1583,15800%$249.6K$244.0K-$5.6K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED3,1553,410-255-7%$269.5K$243.7K-$25.7K2026-10-13
Coastline Trust Co
DECREASED3,1523,454-302-9%$273.0K$243.5K-$29.5K2026-10-01
Crusonia Wealth Advisors LLC
NEW3,142—+3,142——$242.7K—2026-10-26
Compass Financial Management LLC
INCREASED3,136393+2,743+698%$30.9K$242.3K+$211.4K2026-10-30
Verum Partners LLC
DECREASED3,1274,771-1,644-34%$377.1K$241.6K-$135.5K2026-10-21
Ashton Thomas Securities, LLC
INCREASED3,1002,629+471+18%$207.8K$236.2K+$28.4K2026-10-26
Financial Consulate, Inc
INCREASED3,0982,955+143+5%$233.5K$239.3K+$5.8K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED3,0933,258-165-5%$257.5K$238.9K-$18.6K2026-11-04
Facet Wealth, Inc.
DECREASED3,0914,480-1,389-31%$354.1K$238.8K-$115.3K2026-11-04
United Community Bank
UNCHANGED3,0843,08400%$243.7K$238.2K-$5.5K2026-10-28
CRA Financial Services, LLC
UNCHANGED3,0813,08100%$243.5K$238.0K-$5.5K2026-10-16
Windsor Capital Management, LLC
DECREASED3,0783,083-50%$243.7K$237.8K-$5.9K2026-10-13
Beacon Financial Group
DECREASED3,0743,097-23-1%$244.8K$237.4K-$7.3K2026-10-19
Robinson Smith Wealth Advisors LLC
DECREASED3,0653,733-668-18%$295.0K$236.8K-$58.2K2026-10-22
Aspiriant, LLC
DECREASED3,0514,259-1,208-28%$336.6K$235.7K-$100.9K2026-10-16
PVG Asset Management Corp
DECREASED3,0353,118-83-3%$246.4K$234.5K-$12.0K2026-10-19
Daymark Wealth Partners, LLC
NEW3,034—+3,034——$234.4K—2026-11-04
Activest Wealth Management
INCREASED3,0282,994+34+1%$236.6K$234.0K-$2.7K2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED3,0213,565-544-15%$281.7K$233.4K-$48.4K2026-10-26
Harrington Investments, Inc
UNCHANGED3,0003,00000%$237.1K$231.8K-$5.3K2026-10-14
VestGen Advisors, LLC
NEW2,952—+2,952——$228.0K—2026-10-27
Toth Financial Advisory Corp
DECREASED2,9513,051-100-3%$241.1K$228.0K-$13.2K2026-10-08
Monument Capital Management
NEW2,939—+2,939——$227.1K—2026-10-09
Cannon Financial Strategists, Inc.
INCREASED2,8432,811+32+1%$222.1K$219.6K-$2.5K2026-10-19
Winthrop Advisory Group LLC
DECREASED2,8323,441-609-18%$271.9K$218.8K-$53.1K2026-10-22
Excalibur Management Corp
DECREASED2,8202,868-48-2%$226.7K$217.8K-$8.8K2026-11-02
Opus Capital Group, LLC
INCREASED2,8192,787+32+1%$220.0K$218-$219.8K2026-10-30
Strid Group, LLC
DECREASED2,8003,261-461-14%$257.8K$216.3K-$41.5K2026-10-28
Clark Asset Management, LLC
UNCHANGED2,7982,79800%$221.1K$216.1K-$5.0K2026-10-19
Archford Capital Strategies, LLC
UNCHANGED2,7882,78800%$220.3K$215.4K-$5.0K2026-10-19
Affinity Capital Advisors, LLC
DECREASED2,7853,143-358-11%$247.8K$215.3K-$32.5K2026-10-13
Fort Washington Investment Advisors Inc
NEW2,779—+2,779——$214.7K—2026-10-15
Archer Investment Corp
UNCHANGED2,7732,77300%$219.1K$214.2K-$4.9K2026-11-05
Chapman Financial Group, LLC
INCREASED2,7471,622+1,125+69%$128.1K$212.2K+$84.0K2026-10-26
Innovative Wealth Building LLC
NEW2,720—+2,720——$210.1K—2026-10-14
Epiq Partners, LLC
NEW2,719—+2,719——$210.0K—2026-10-07
BAM Wealth Management, LLC
NEW2,717—+2,717——$209.9K—2026-10-15
Patriot Financial Group Insurance Agency, LLC
NEW2,717—+2,717——$209.9K—2026-10-14
Paladin Partners, LLC
UNCHANGED2,7092,70900%$214.1K$209.3K-$4.8K2026-10-06
World Equity Group, Inc.
UNCHANGED2,6832,68300%$212.0K$207.3K-$4.8K2026-10-14
Howard Financial Services, Ltd.
NEW2,675—+2,675——$206.6K—2026-10-15
Beacon Bank & Trust
DECREASED2,6683,971-1,303-33%$313.8K$206.1K-$107.7K2026-10-27
Madrid Wealth Management, LLC
UNCHANGED2,6502,65000%$209.4K$204.7K-$4.7K2026-10-23
Precedent Wealth Partners, LLC
UNCHANGED2,6502,65000%$209.4K$204.7K-$4.7K2026-10-21
Integrity Wealth Partners, LLC
NEW2,641—+2,641——$204.0K—2026-10-14
Lodestar Private Asset Management LLC
DECREASED2,6002,993-393-13%$236.5K$200.9K-$35.6K2026-10-26
LVW Advisors, LLC
DECREASED2,6002,616-16-1%$206.7K$200.9K-$5.9K2026-10-19
Strategy Asset Managers LLC
INCREASED2,5942,579+15+1%$203.8K$200.4K-$3.5K2026-10-14
Blue Trust, Inc.
INCREASED2,5091,795+714+40%$141.9K$193.8K+$51.9K2026-10-15
MB, Levis & Associates, LLC
UNCHANGED2,5032,50300%$197.8K$193.4K-$4.5K2026-10-16
Root Financial Partners, LLC
NEW2,401—+2,401——$185.5K—2026-10-21
Mascoma Wealth Management LLC
INCREASED2,3301,325+1,005+76%$104.7K$180.0K+$75.3K2026-10-23
United Financial Planning Group LLC
INCREASED2,2622,237+25+1%$176.8K$174.8K-$2.0K2026-11-04
Kroeger Financial Partners
UNCHANGED2,2112,21100%$174.7K$170.8K-$3.9K2026-10-19
GK Wealth Management LLC
DECREASED2,1974,962-2,765-56%$392.2K$169.7K-$222.5K2026-10-09
Nova Financial LLC
NEW2,126—+2,126——$164.2K—2026-11-04
Transce3nd, LLC
NEW2,117—+2,117——$163.8K—2026-10-26
Sfam, LLC
INCREASED2,0451,789+256+14%$141.4K$158.0K+$16.6K2026-11-03
Contravisory Investment Management, Inc.
DECREASED1,9841,987-30%$157.0K$153.3K-$3.8K2026-10-13
Entrust Financial LLC
INCREASED1,9131,891+22+1%$149.5K$147.7K-$1.7K2026-11-04
Nvwm, LLC
DECREASED1,8131,936-123-6%$153.0K$140.1K-$12.9K2026-10-14
Guardian Partners Inc.
UNCHANGED1,8081,80800%$142.9K$139.7K-$3.2K2026-10-21
Pacifica Partners Inc.
UNCHANGED1,7791,77900%$140.2K$137.2K-$3.0K2026-10-09
Rossby Financial, LCC
DECREASED1,7783,252-1,474-45%$257.0K$137.4K-$119.7K2026-11-05
Gold Investment Management Ltd.
DECREASED1,7582,288-530-23%$180.8K$135.8K-$45.0K2026-10-19
Westchester Capital Management, Inc.
UNCHANGED1,7151,71500%$135.5K$132.5K-$3.1K2026-10-23
Provenance Wealth Advisors, LLC
NEW1,692—+1,692——$130.7K—2026-10-30
Signaturefd, LLC
INCREASED1,6851,650+35+2%$130.4K$130.1K-$2792026-10-23
Tompkins Financial Corp
UNCHANGED1,6601,66000%$131.2K$128.2K-$3.0K2026-10-05
Breakwater Investment Management
DECREASED1,6411,939-298-15%$153.2K$126.8K-$26.5K2026-10-20
Team Financial Group, LLC
NEW1,558—+1,558——$120.4K—2026-10-30
Latitude Advisors, LLC
NEW1,538—+1,538——$118.8K—2026-10-27
Hickory Point Bank & Trust
UNCHANGED1,5261,52600%$120.6K$117.9K-$2.7K2026-10-01
Edgemoor Investment Advisors, Inc.
NEW1,525—+1,525——$117.8K—2026-11-03
Jcic Asset Management Inc.
DECREASED1,4602,560-1,100-43%$202.9K$112.8K-$90.1K2026-10-30
Align Financial, LLC
UNCHANGED1,3971,39700%$110.4K$107.9K-$2.5K2026-10-16
WPG Advisers, LLC
UNCHANGED1,3911,39100%$109.9K$107.5K-$2.5K2026-10-27
Cassaday & Co Wealth Management LLC
INCREASED1,3751,360+15+1%$107.5K$106.3K-$1.2K2026-10-27
Trust Co of Vermont
INCREASED1,301275+1,026+373%$21.7K$100.5K+$78.8K2026-10-21
Trust Co of Toledo NA
DECREASED1,2481,428-180-13%$112.9K$96.4K-$16.4K2026-10-16
Harbor Asset Planning, Inc.
INCREASED1,2351,222+13+1%$96.6K$95.5K-$1.1K2026-10-23
Concord Wealth Partners
INCREASED1,21765+1,152+1772%$5.1K$94.0K+$88.9K2026-11-02
Ascentis Independent Advisors
NEW1,206—+1,206——$93.2K—2026-11-03
Asset Dedication, LLC
INCREASED1,166725+441+61%$57.3K$90.1K+$32.8K2026-11-03
CX Institutional
NEW1,108—+1,108——$86—2026-10-02
Richards, Merrill & Peterson, Inc.
NEW1,100—+1,100——$85.0K—2026-10-19
Ares Financial Consulting, LLC
INCREASED1,0921,079+13+1%$85.3K$84.3K-$9732026-10-19
Tower View Wealth Management LLC
DECREASED1,0841,226-142-12%$96.9K$83.7K-$13.2K2026-10-23
Hazlett, Burt & Watson, Inc.
DECREASED1,0313,113-2,082-67%$219.0K$81-$218.9K2026-11-04
Lodestone Wealth Management LLC
INCREASED842840+2+0%$66.4K$65.1K-$1.3K2026-10-14
1620 Investment Advisors, Inc.
INCREASED815814+1+0%$64.4K$63.0K-$1.5K2026-11-04
Bell Investment Advisors, Inc
NEW770—+770——$59.5K—2026-10-29
Kingdom Financial Group Llc.
INCREASED741733+8+1%$57.9K$57.3K-$6612026-11-04
Pioneer Family Office, LLC
INCREASED713617+96+16%$48.8K$55.1K+$6.3K2026-10-30
Canton Hathaway, LLC
UNCHANGED70070000%$55.3K$54.1K-$1.2K2026-10-23
Bangor Savings Bank
UNCHANGED68968900%$54.5K$53.2K-$1.2K2026-10-06
Trifecta Capital Advisors, LLC
UNCHANGED66866800%$52.8K$51.6K-$1.2K2026-10-21
Blume Capital Management, Inc.
UNCHANGED61061000%$48.2K$47.1K-$1.1K2026-10-26
Cape Investment Advisory, Inc.
INCREASED603583+20+3%$46.0K$46.6K+$5182026-10-13
EPG Wealth Management LLC
INCREASED563557+6+1%$44.0K$43.5K-$5012026-11-03
Towne Trust Company, N.a
INCREASED544174+370+213%$13.8K$42.0K+$28.3K2026-10-28
Hara Capital LLC
DECREASED544844-300-36%$66.7K$42.0K-$24.7K2026-10-30
Hurley Capital, LLC
UNCHANGED54054000%$42.7K$41.7K-$9612026-11-05
Golden State Wealth Management, LLC
INCREASED515514+1+0%$40.7K$39.8K-$8112026-11-02
SBK Financial, Inc.
UNCHANGED51551500%$40.7K$39.8K-$9172026-11-02
Avion Wealth
UNCHANGED50050000%$39$38-$12026-11-04
Olistico Wealth, LLC
NEW473—+473——$36.5K—2026-10-05
KFG LLC
NEW470—+470——$36.3K—2026-11-02
North Point Portfolio Managers Corp
NEW467—+467——$36.1K—2026-10-07
Burk Holdings LLC
INCREASED452410+42+10%$32.4K$34.9K+$2.5K2026-11-05
City Holding Co
NEW446—+446——$34.5K—2026-10-19
Maseco LLP
DECREASED420561-141-25%$44.3K$32.4K-$11.9K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED41441400%$32.7K$32.0K-$7362026-10-15
Trust Co
UNCHANGED36236200%$28.6K$28.0K-$6442026-10-09
Costello Asset Management, Inc
UNCHANGED35735700%$28.2K$27.6K-$5892026-10-30
Vermillion Wealth Management, Inc.
DECREASED354916-562-61%$72.4K$27.3K-$45.1K2026-10-26
Nvest Wealth Strategies, Inc.
NEW338—+338——$26.1K—2026-10-14
Triumph Capital Management
INCREASED33427+307+1137%$2.1K$25.8K+$23.7K2026-10-14
TFC Financial Management, Inc.
UNCHANGED30430400%$24.0K$23.5K-$5422026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED29929900%$23.6K$23.1K-$5322026-10-23
First Bancorp, Inc
UNCHANGED27827800%$22.0K$21.5K-$4942026-10-26
FinArc Investments, Inc.
NEW275—+275——$21.2K—2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED25225200%$20$19-$12026-10-27
Center for Financial Planning, Inc.
UNCHANGED25025000%$19.8K$19.3K-$4462026-10-26
Highline Wealth Partners LLC
NEW244—+244——$18.8K—2026-10-19
RMG Wealth Management LLC
NEW238—+238——$18.5K—2026-10-26
Markowski Investments
NEW209—+209——$16.1K—2026-10-30
Covestor Ltd
INCREASED203195+8+4%$15$16+$12026-10-30
Gables Capital Management Inc.
DECREASED200233-33-14%$18.4K$15.5K-$3.0K2026-11-04
Southern Michigan Bank & Trust
UNCHANGED20020000%$15.8K$15.5K-$3562026-10-19
MilWealth Group LLC
INCREASED198195+3+2%$15.5K$15.3K-$1772026-11-02
Hoese & Co LLP
UNCHANGED19419400%$15.3K$15.0K-$3452026-10-21
Sima Wealth Partners, LLC
DECREASED189247-58-23%$19.5K$14.6K-$4.9K2026-10-19
High Note Wealth, LLC
UNCHANGED18418400%$14.5K$14.2K-$3282026-10-27
Ascentis Wealth Management, LLC
NEW177—+177——$13.7K—2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED15915900%$12.6K$12.3K-$2842026-10-27
Piscataqua Savings Bank
UNCHANGED15015000%$11.9K$11.6K-$2672026-10-21
McCarley & Cook Financial Planners
UNCHANGED14014000%$11.1K$10.8K-$2492026-10-21
Holos Integrated Wealth LLC
UNCHANGED13713700%$10.8K$10.6K-$1742026-10-23
Barnes Dennig Private Wealth Management LLC
NEW119—+119——$9.2K—2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED10810800%$8.5K$8.3K-$1922026-10-22
Northstar Asset Management Co
DECREASED1002,425-2,325-96%$190.3K$7.7K-$182.6K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED929200%$7.3K$7.1K-$1642026-10-23
Axiom Investment Management LLC
NEW85—+85——$6.6K—2026-11-03
Woodard & Co Asset Management Group Inc
UNCHANGED848400%$6.6K$6.5K-$1502026-11-03
Cedar Mountain Advisors, LLC
INCREASED8382+1+1%$6.5K$6.4K-$742026-10-15
Salomon & Ludwin, LLC
UNCHANGED737300%$5.7K$5.6K-$1052026-10-29
Heritage Family Offices, LLP
NEW71—+71——$5.5K—2026-11-02
Carolina Wealth Advisors, LLC
NEW60—+60——$4.6K—2026-10-23
Aventus Investment Advisors, Inc.
UNCHANGED545400%$4.3K$4.2K-$962026-10-09
Lynch Investment Planning, LLC
NEW36—+36——$2.8K—2026-10-27
Morling Financial Advisors, LLC
UNCHANGED353500%$2.8K$2.7K-$622026-10-28
Davis Capital Management
UNCHANGED313100%$2.5K$2.4K-$552026-10-08
Buck Wealth Strategies, LLC
NEW28—+28——$2.2K—2026-10-28
Evolution Wealth Management Inc.
UNCHANGED191900%$1.5K$1.5K-$342026-10-28
Birch Financial Group, LLC
NEW14—+14——$1.1K—2026-10-27
SJS Investment Consulting Inc.
UNCHANGED111100%$870$850-$202026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED101000%$790$773-$172026-11-02
Clayton Financial Group LLC
NEW9—+9——$696—2026-10-13
MTM Investment Management, LLC
NEW9—+9——$695—2026-10-30
Valley National Advisers Inc
UNCHANGED7700%$554$541-$132026-10-23
First Pacific Financial
UNCHANGED6600%$483$478-$52026-10-14
Hoey Investments, Inc
UNCHANGED1100%$117$116-$12026-10-29
Florin Court Capital LLP
CLOSED056,504-56,504-100%$4.5M$0-$4.5M2026-11-02
Mariner Investment Group LLC
CLOSED053,317-53,317-100%$4.2M$0-$4.2M2026-11-04
Columbia Advisory Partners LLC
CLOSED033,425-33,425-100%$2.6M$0-$2.6M2026-10-15
Associated Banc-Corp
CLOSED020,296-20,296-100%$1.6M$0-$1.6M2026-10-30
Private Client Services, LLC
CLOSED015,042-15,042-100%$1.2M$0-$1.2M2026-10-02
Mission Wealth Management, LP
CLOSED014,316-14,316-100%$1.1M$0-$1.1M2026-10-15
Caliber Wealth Management, LLC / KS
CLOSED013,284-13,284-100%$1.0M$0-$1.0M2026-11-04
Pictet North America Advisors SA
CLOSED011,195-11,195-100%$884.7K$0-$884.7K2026-10-21
Meredith Wealth Planning
CLOSED010,393-10,393-100%$821.3K$0-$821.3K2026-10-14
Heartwood Wealth Advisors LLC
CLOSED06,184-6,184-100%$488.7K$0-$488.7K2026-10-05
DLK Investment Management, LLC
CLOSED06,120-6,120-100%$473.0K$0-$473.0K2026-10-09
Arwa LLC
CLOSED05,601-5,601-100%$440.9K$0-$440.9K2026-10-21
Garde Capital, Inc.
CLOSED05,041-5,041-100%$398.4K$0-$398.4K2026-10-29
Orser Capital Management, LLC
CLOSED04,930-4,930-100%$389.6K$0-$389.6K2026-10-13
Altiora Financial Group, LLC
CLOSED04,608-4,608-100%$364.1K$0-$364.1K2026-11-04
Pine Haven Investment Counsel, Inc
CLOSED04,014-4,014-100%$317.2K$0-$317.2K2026-11-02
Williams Jones Wealth Management, Llc.
CLOSED03,798-3,798-100%$300.2K$0-$300.2K2026-11-05
Fiduciary Alliance LLC
CLOSED03,333-3,333-100%$263.4K$0-$263.4K2026-10-13
Vaughan David Investments LLC
CLOSED03,107-3,107-100%$246.0K$0-$246.0K2026-11-05
First International Bank of Israel Ltd.
CLOSED03,106-3,106-100%$245.5K$0-$245.5K2026-11-04
McKinley Carter Wealth Services, Inc.
CLOSED02,938-2,938-100%$232.2K$0-$232.2K2026-10-16
WealthPLAN Partners, LLC
CLOSED02,937-2,937-100%$232.1K$0-$232.1K2026-10-15
Wealth Enhancement Trust Services, Inc.
CLOSED02,600-2,600-100%$205.5K$0-$205.5K2026-10-07
Retirement Guys Formula LLC
CLOSED02,576-2,576-100%$203.6K$0-$203.6K2026-10-26
Tranquility Partners, LLC
CLOSED02,559-2,559-100%$202.2K$0-$202.2K2026-10-20
Kingswood Wealth Advisors, LLC
CLOSED02,556-2,556-100%$202.0K$0-$202.0K2026-10-23
Cornerstone Planning Group LLC
CLOSED02,344-2,344-100%$184.1K$0-$184.1K2026-10-16
GFS Advisors, LLC
CLOSED02,000-2,000-100%$767.3K$0-$767.3K2026-11-03
Wellington Shields & Co., LLC
CLOSED02,000-2,000-100%$158.1K$0-$158.1K2026-11-03
Midway Capital Research & Management
CLOSED01,000-1,000-100%$79.0K$0-$79.0K2026-10-20
Evermay Wealth Management LLC
CLOSED0982-982-100%$77.6K$0-$77.6K2026-11-05
Dorato Capital Management
CLOSED0969-969-100%$76.2K$0-$76.2K2026-10-08
Wellington Shields Capital Management, LLC
CLOSED0908-908-100%$71.8K$0-$71.8K2026-11-03
MCF Advisors LLC
CLOSED0795-795-100%$62.8K$0-$62.8K2026-10-28
Bokf, NA
CLOSED0735-735-100%$58.1K$0-$58.1K2026-10-27
First Community Trust NA
CLOSED0369-369-100%$29.2K$0-$29.2K2026-10-07
LifeSteps Financial, Inc.
CLOSED0263-263-100%$20.8K$0-$20.8K2026-10-15
HBW Advisory Services LLC
CLOSED0252-252-100%$19.9K$0-$19.9K2026-10-15
Roxbury Financial LLC
CLOSED0200-200-100%$15.8K$0-$15.8K2026-10-01
Kings Path Partners LLC
CLOSED0193-193-100%$15.3K$0-$15.3K2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED0158-158-100%$12.5K$0-$12.5K2026-11-04
Bullseye Investment Management, LLC
CLOSED092-92-100%$7.3K$0-$7.3K2026-10-29
Main Street Group, LTD
CLOSED070-70-100%$5.5K$0-$5.5K2026-10-28
Tucker Asset Management LLC
CLOSED038-38-100%$3.0K$0-$3.0K2026-10-29
Hanson & Doremus Investment Management
CLOSED037-37-100%$3$0-$32026-10-16
Nfsg Corp
CLOSED019-19-100%$1.5K$0-$1.5K2026-10-15
Values First Advisors, Inc.
CLOSED02-2-100%$166$0-$1662026-10-23
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Versant Capital Management, Inc
UNCHANGED000—$15$15$02026-10-02
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
Bank of America Corp
N/A—79,080,073-79,080,073-100%$6.2B———
Morgan Stanley
N/A—23,315,686-23,315,686-100%$1.8B———
Allstate Corp
N/A—12,908,899-12,908,899-100%$1.0B———
Prudential PLC
N/A—11,709,337-11,709,337-100%$925.4M———
Envestnet Asset Management Inc
N/A—8,215,438-8,215,438-100%$649.3M———
Wells Fargo & Company
N/A—8,051,110-8,051,110-100%$636.3M———
UBS Group AG
N/A—6,357,167-6,357,167-100%$502.4M———
Nepc LLC
N/A—6,254,317-6,254,317-100%$494.3M———
Royal Bank of Canada
N/A—5,730,032-5,730,032-100%$452.8M———
Raymond James Financial Inc
N/A—4,257,929-4,257,929-100%$336.5M———
LPL Financial LLC
N/A—3,868,237-3,868,237-100%$305.7M———
Sequoia Financial Advisors, LLC
N/A—3,671,995-3,671,995-100%$290.2M———
Manufacturers Life Insurance Company, the
N/A—3,204,213-3,204,213-100%$253.2M———
Financial Engines Advisors L.L.C.
N/A—3,017,285-3,017,285-100%$238.5M———
Ameriprise Financial Inc
N/A—2,937,372-2,937,372-100%$232.3M———
Janney Montgomery Scott LLC
N/A—2,622,076-2,622,076-100%$207.2M———
Northwestern Mutual Wealth Management Co
N/A—2,551,396-2,551,396-100%$201.6M———
South Dakota Investment Council
N/A—2,355,122-2,355,122-100%$186.1M———
Goldman Sachs Group Inc
N/A—2,283,720-2,283,720-100%$180.5M———
Cerity Partners LLC
N/A—2,075,356-2,075,356-100%$163.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,954,548-1,954,548-100%$154.7M———
JPMorgan Chase & Co
N/A—1,948,411-1,948,411-100%$154.2M———
Stifel Financial Corp
N/A—1,643,651-1,643,651-100%$129.9M———
Strategic Financial Services, Inc.
N/A—1,534,255-1,534,255-100%$121.3M———
MAI Capital Management
N/A—1,441,743-1,441,743-100%$113.9M———
Focus Partners Wealth
N/A—1,425,061-1,425,061-100%$112.6M———
Cetera Investment Advisers
N/A—1,389,243-1,389,243-100%$109.8M———
Allianz Asset Management GmbH
N/A—1,307,706-1,307,706-100%$103.3M———
Barclays PLC
N/A—1,250,001-1,250,001-100%$98.8M———
Bank of Montreal
N/A—1,129,203-1,129,203-100%$89.2M———
Osaic Holdings, Inc.
N/A—1,079,984-1,079,984-100%$85.4M———
First Financial Bankshares Inc
N/A—1,077,848-1,077,848-100%$85.2M———
Stonebridge Capital Advisors LLC
N/A—1,059,425-1,059,425-100%$83.7M———
Hilton Capital Management, LLC
N/A—1,057,913-1,057,913-100%$83.6M———
Charles Schwab Investment Management Inc
N/A—1,027,085-1,027,085-100%$81.2M———
Baird Financial Group, Inc.
N/A—1,013,991-1,013,991-100%$80.1M———
Smithfield Trust Co
N/A—987,399-987,399-100%$78.1M———
Rockbridge Investment Management, LCC
N/A—982,481-982,481-100%$77.6M———
Mariner, LLC
N/A—916,200-916,200-100%$72.4M———
Lutz Financial Services LLC
N/A—901,823-901,823-100%$71.3M———
Savant Capital, LLC
N/A—896,755-896,755-100%$70.7M———
BNP Paribas Financial Markets
N/A—881,000-881,000-100%$69.6M———
Benjamin Edwards Inc
N/A—857,672-857,672-100%$67.8M———
Rockefeller Capital Management L.P.
N/A—853,291-853,291-100%$67.4M———
Victory Capital Management Inc
N/A—798,921-798,921-100%$63.1M———
Bartlett & Co. Wealth Management LLC
N/A—703,045-703,045-100%$55.6M———
RiverFront Investment Group, LLC
N/A—679,419-679,419-100%$53.7M———
HighTower Advisors, LLC
N/A—653,324-653,324-100%$51.6M———
EP Wealth Advisors, LLC
N/A—647,467-647,467-100%$51.2M———
Proffitt & Goodson Inc
N/A—615,981-615,981-100%$48.7M———
Stephens Inc
N/A—583,585-583,585-100%$46.1M———
Eaton-Cambridge Inc.
N/A—554,837-554,837-100%$43.8M———
Wealthspire Advisors, LLC
N/A—553,373-553,373-100%$43.7M———
Franklin Resources Inc
N/A—546,586-546,586-100%$43.2M———
Zurich Insurance Group Ltd
N/A—512,721-512,721-100%$40.5M———
MML Investors Services, LLC
N/A—509,087-509,087-100%$40.2M———
American Money Management, LLC
N/A—485,306-485,306-100%$38.4M———
First National Bank & Trust Co of Newtown
N/A—480,140-480,140-100%$37.7M———
Aptus Capital Advisors, LLC
N/A—479,180-479,180-100%$37.9M———
Goodman Financial Corp
N/A—478,256-478,256-100%$37.8M———
GSA Capital Partners LLP
N/A—456,828-456,828-100%$36.1M———
American Financial Advisors, LLC
N/A—450,216-450,216-100%$35.6M———
Waverly Advisors, LLC
N/A—442,728-442,728-100%$35.0M———
Mercer Global Advisors Inc
N/A—430,866-430,866-100%$34.1M———
Neuberger Berman Group LLC
N/A—419,416-419,416-100%$33.1M———
Rothschild Wealth LLC
N/A—418,175-418,175-100%$33.0M———
Allworth Financial LP
N/A—415,721-415,721-100%$32.9M———
Adaptive Financial Consulting, LLC
N/A—398,171-398,171-100%$31.5M———
Howe & Rusling Inc
N/A—397,192-397,192-100%$31.4M———
Zhang Financial LLC
N/A—396,363-396,363-100%$31.3M———
Captrust Financial Advisors
N/A—373,746-373,746-100%$29.5M———
Hardy Reed LLC
N/A—355,131-355,131-100%$28.1M———
SouthState Bank Corp
N/A—352,248-352,248-100%$27.8M———
&partners
N/A—343,297-343,297-100%$27.1M———
Beacon Pointe Advisors, LLC
N/A—320,622-320,622-100%$25.3M———
Wescott Financial Advisory Group, LLC
N/A—318,076-318,076-100%$25.1M———
Principal Securities, Inc.
N/A—317,815-317,815-100%$25.1M———
Bank of Nova Scotia
N/A—315,425-315,425-100%$25.1M———
Northwest Quadrant Wealth Management, LLC
N/A—310,028-310,028-100%$24.5M———
Wescap Management Group, Inc.
N/A—296,265-296,265-100%$23.4M———
CIBC Bancorp USA Inc.
N/A—291,028-291,028-100%$23.0M———
Valmark Advisers, Inc.
N/A—282,109-282,109-100%$22.3M———
Trustmark Bank Trust Department
N/A—281,825-281,825-100%$22.3M———
OneAscent Financial Services LLC
N/A—281,539-281,539-100%$22.2M———
Rialto Wealth Management, LLC
N/A—278,295-278,295-100%$22.0M———
Tandem Wealth Advisors LLC
N/A—278,252-278,252-100%$22.0M———
VSM Wealth Advisory, LLC
N/A—277,158-277,158-100%$21.9M———
Longview Financial Advisors LLC
N/A—270,145-270,145-100%$21.3M———
Gould Asset Management LLC
N/A—263,245-263,245-100%$20.8M———
Compass Advisory Group LLC
N/A—255,805-255,805-100%$20.2M———
Wealthspire Retirement, LLC
N/A—249,464-249,464-100%$19.7M———
NewEdge Advisors, LLC
N/A—238,784-238,784-100%$18.9M———
Harbour Investments, Inc.
N/A—231,725-231,725-100%$18.3M———
Mason & Associates Inc
N/A—231,559-231,559-100%$18.3M———
Modern Wealth Management, LLC
N/A—230,631-230,631-100%$18.2M———
Renaissance Technologies LLC
N/A—229,000-229,000-100%$18.1M———
Staley Capital Advisers Inc
N/A—215,911-215,911-100%$17.1M———
Northwest Bancshares, Inc.
N/A—213,127-213,127-100%$16.8M———
Fisher Asset Management, LLC
N/A—211,406-211,406-100%$16.7M———
Blair William & Co
N/A—198,546-198,546-100%$15.7M———
Seaside Wealth Management, Inc.
N/A—195,687-195,687-100%$15.5M———
Cordant, Inc.
N/A—194,854-194,854-100%$15.4M———
OneDigital Investment Advisors LLC
N/A—193,610-193,610-100%$15.3M———
PNC Financial Services Group, Inc.
N/A—191,355-191,355-100%$15.1M———
HTG Investment Advisors, Inc.
N/A—190,727-190,727-100%$15.1M———
Legacy Edge Advisors, LLC
N/A—188,507-188,507-100%$14.9M———
Asset Management Group, Inc.
N/A—188,379-188,379-100%$14.9M———
Urban Financial Advisory Corp
N/A—185,615-185,615-100%$14.7M———
Horizon Investment Services, LLC
N/A—184,930-184,930-100%$14.6M———
Alliancebernstein L.P.
N/A—183,608-183,608-100%$14.6M———
Cresset Asset Management, LLC
N/A—181,238-181,238-100%$14.3M———
Nicolet Bankshares Inc
N/A—181,022-181,022-100%$14.3M———
Clearstead Advisors, LLC
N/A—179,839-179,839-100%$14.2M———
Capital Group Private Client Services, Inc.
N/A—178,161-178,161-100%$14.1M———
TRB Wealth Management, LLC
N/A—176,478-176,478-100%$13.9M———
IFG Advisory, LLC
N/A—175,901-175,901-100%$13.9M———
Fairview Capital Investment Management, LLC
N/A—173,166-173,166-100%$13.7M———
VAN Strum & Towne Inc.
N/A—172,894-172,894-100%$13.7M———
TAGStone Capital, Inc.
N/A—172,144-172,144-100%$13.6M———
First American Trust, FSB
N/A—170,970-170,970-100%$13.5M———
United Services Automobile Association
N/A—170,023-170,023-100%$13.4M———
Shufro Rose & Co LLC
N/A—169,379-169,379-100%$13.4M———
Pointe Capital Management LLC
N/A—166,242-166,242-100%$13.1M———
Sanctuary Advisors, LLC
N/A—166,189-166,189-100%$13.1M———
Jones Financial Companies Lllp
N/A—164,638-164,638-100%$13.0M———
Hilltop Partners LLC
N/A—157,574-157,574-100%$12.5M———
World Investment Advisors
N/A—157,433-157,433-100%$12.5M———
NewEdge Wealth, LLC
N/A—155,452-155,452-100%$12.3M———
United Capital Financial Advisors, LLC
N/A—155,000-155,000-100%$12.2M———
Chesapeake Wealth Management
N/A—153,501-153,501-100%$12.1M———
Schroder Investment Management Group
N/A—152,350-152,350-100%$12.1M———
Roundview Capital LLC
N/A—151,780-151,780-100%$12.0M———
Finhabits Advisors LLC
N/A—151,248-151,248-100%$12.0M———
Pinnacle Financial Partners, Inc.
N/A—149,940-149,940-100%$11.8M———
Prudential Financial Inc
N/A—147,751-147,751-100%$11.7M———
Napier Financial, LLC
N/A—147,734-147,734-100%$11.7M———
NorthRock Partners, LLC
N/A—147,697-147,697-100%$11.7M———
Sage Financial Management Group, Inc.
N/A—146,637-146,637-100%$11.6M———
BlackRock, Inc.
N/A—144,077-144,077-100%$11.4M———
Condor Capital Management
N/A—142,044-142,044-100%$11.2M———
UBS Asset Management Americas LLC
N/A—141,907-141,907-100%$11.2M———
Focus Partners Advisor Solutions, LLC
N/A—140,816-140,816-100%$11.1M———
Disciplined Investments, LLC
N/A—133,040-133,040-100%$10.5M———
Orion Porfolio Solutions, LLC
N/A—131,624-131,624-100%$10.4M———
Vista Investment Management
N/A—131,523-131,523-100%$10.4M———
Addison Capital Co
N/A—130,396-130,396-100%$10.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—130,049-130,049-100%$10.3M———
Millennium Management LLC
N/A—128,764-128,764-100%$10.2M———
Checchi Capital Advisers, LLC
N/A—128,596-128,596-100%$10.2M———
Osborne Partners Capital Management, LLC
N/A—127,791-127,791-100%$10.1M———
Investments & Financial Planning, LLC
N/A—125,029-125,029-100%$9.9M———
Citadel Advisors LLC
N/A—124,882-124,882-100%$9.9M———
Edgestream Partners, L.P.
N/A—124,201-124,201-100%$9.8M———
Oakwell Private Wealth Management, LLC
N/A—122,244-122,244-100%$9.7M———
Leavell Investment Management, Inc.
N/A—121,925-121,925-100%$9.6M———
Pure Financial Advisors, LLC
N/A—121,158-121,158-100%$9.6M———
Minot DeBlois Advisors LLC
N/A—119,244-119,244-100%$9.4M———
Equitable Holdings, Inc.
N/A—119,161-119,161-100%$9.4M———
Ameritas Advisory Services, LLC
N/A—111,608-111,608-100%$8.8M———
Wealthspan Partners, LLC
N/A—111,507-111,507-100%$8.8M———
Fort Vancouver Investment Management, LLC
N/A—106,961-106,961-100%$8.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—105,496-105,496-100%$8.3M———
Scotia Capital Inc.
N/A—105,235-105,235-100%$8.3M———
Partners Capital Investment Group, LLP
N/A—102,742-102,742-100%$8.1M———
Highland Investment Advisors LLC
N/A—100,566-100,566-100%$7.9M———
Financial Plan, Inc.
N/A—99,573-99,573-100%$7.9M———
Madison Wealth Partners, Inc
N/A—98,765-98,765-100%$7.8M———
Tower Research Capital LLC (TRC)
N/A—97,482-97,482-100%$7.7M———
Private Advisor Group, LLC
N/A—96,989-96,989-100%$7.7M———
Ameritas Investment Partners, Inc.
N/A—96,455-96,455-100%$7.6M———
Cascade Wealth Advisors, Inc
N/A—94,678-94,678-100%$7.4M———
Rosenblum Silverman Sutton S F Inc
N/A—93,920-93,920-100%$7.4M———
Grand Wealth Management, LLC
N/A—93,381-93,381-100%$7.4M———
Goldstone Financial Group, LLC
N/A—93,305-93,305-100%$7.4M———
Summit Financial, LLC
N/A—92,028-92,028-100%$7.3M———
Boston Family Office LLC
N/A—91,511-91,511-100%$7.2M———
Metropolitan Life Insurance Co
N/A—91,419-91,419-100%$7.2M———
Bedel Financial Consulting, Inc.
N/A—89,970-89,970-100%$7.1M———
Argent Trust Co
N/A—89,582-89,582-100%$7.1M———
Cliffwater LLC
N/A—89,515-89,515-100%$7.1M———
Northstar Advisory Group, LLC
N/A—89,254-89,254-100%$7.1M———
Tide Cove Capital Partners LLC
N/A—86,240-86,240-100%$6.8M———
Forum Private Client Group LLC
N/A—85,693-85,693-100%$6.8M———
Coastal Bridge Advisors, LLC
N/A—85,513-85,513-100%$6.8M———
Phoenix Financial Ltd.
N/A—82,338-82,338-100%$6.5M———
Conservest Capital Advisors, Inc.
N/A—81,419-81,419-100%$6.4M———
GeoWealth Management, LLC
N/A—81,090-81,090-100%$6.4M———
Arax Advisory Partners
N/A—80,868-80,868-100%$6.4M———
Belpointe Asset Management LLC
N/A—79,371-79,371-100%$6.3M———
Cary Street Partners Financial LLC
N/A—77,960-77,960-100%$6.2M———
Pathstone Holdings, LLC
N/A—76,529-76,529-100%$6.0M———
Wealthfront Advisers LLC
N/A—76,305-76,305-100%$6.0M———
Sand Hill Global Advisors, LLC
N/A—76,186-76,186-100%$6.0M———
CIBC World Market Inc.
N/A—74,646-74,646-100%$5.9M———
Commerce Bank
N/A—73,931-73,931-100%$5.8M———
Strategic Wealth Advisors LLC
N/A—73,769-73,769-100%$5.9M———
FCA Corp
N/A—72,628-72,628-100%$5.7M———
Tidal Investments LLC
N/A—71,994-71,994-100%$5.7M———
Chesapeake Capital Corp
N/A—71,994-71,994-100%$5.7M———
SEI Investments Co
N/A—71,521-71,521-100%$5.7M———
M&T Bank Corp
N/A—70,934-70,934-100%$5.6M———
Traub Capital Management LLC
N/A—70,772-70,772-100%$5.6M———
First National Bank of Omaha
N/A—70,657-70,657-100%$5.6M———
Manning & Napier Advisors LLC
N/A—69,453-69,453-100%$5.5M———
Whittier Trust Co
N/A—68,931-68,931-100%$5.4M———
Advisors Preferred, LLC
N/A—67,687-67,687-100%$5.3M———
Peapack Gladstone Financial Corp
N/A—67,417-67,417-100%$5.3M———
Vestmark Advisory Solutions, Inc.
N/A—67,359-67,359-100%$5.3M———
Zacks Investment Management
N/A—66,894-66,894-100%$5.3M———
Madden Advisory Services, Inc.
N/A—65,868-65,868-100%$5.2M———
Johnson Investment Counsel Inc
N/A—65,776-65,776-100%$5.2M———
Stonebridge Financial Group, LLC
N/A—65,538-65,538-100%$5.2M———
Sprott Inc.
N/A—65,400-65,400-100%$5.2M———
Savvy Advisors, Inc.
N/A—64,899-64,899-100%$5.1M———
HM Payson & Co
N/A—64,772-64,772-100%$5.1M———
Advisory Research Inc
N/A—63,544-63,544-100%$5.0M———
Riverview Capital Advisers, LLC
N/A—63,510-63,510-100%$5.0M———
SSA Swiss Advisors AG
N/A—62,528-62,528-100%$4.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—62,328-62,328-100%$4.9M———
EFG International AG
N/A—62,317-62,317-100%$4.9M———
Cambient Family Office, LLC
N/A—62,108-62,108-100%$4.9M———
Common Fund for Nonprofit Organizations
N/A—61,240-61,240-100%$4.8M———
Rathbones Group PLC
N/A—61,177-61,177-100%$4.8M———
Arbor Trust Wealth Advisors, LLC
N/A—60,964-60,964-100%$4.8M———
Novare Capital Management LLC
N/A—60,593-60,593-100%$4.8M———
Transamerica Financial Advisors, LLC
N/A—60,300-60,300-100%$4.8M———
Invesco Ltd.
N/A—59,374-59,374-100%$4.7M———
Cardiff Park Advisors, LLC
N/A—59,251-59,251-100%$4.7M———
Mutual Advisors, LLC
N/A—58,990-58,990-100%$4.7M———
Calton & Associates, Inc.
N/A—58,103-58,103-100%$4.6M———
Saranac Partners Ltd
N/A—56,840-56,840-100%$4.5M———
Merit Financial Group, LLC
N/A—55,726-55,726-100%$4.4M———
Christine Messmer PC
N/A—55,273-55,273-100%$4.4M———
PFG Investments, LLC
N/A—55,077-55,077-100%$4.4M———
Envestnet Portfolio Solutions, Inc.
N/A—54,982-54,982-100%$4.3M———
truNorth Financial Services, Inc.
N/A—54,977-54,977-100%$4.3M———
Silver OAK Wealth Advisors Services, LLC
N/A—54,099-54,099-100%$4.3M———
Good Steward Wealth Advisors,LLC
N/A—53,660-53,660-100%$4.2M———
Chandler Asset Management, Inc.
N/A—53,640-53,640-100%$4.2M———
Fiduciary Financial Advisors
N/A—53,369-53,369-100%$4.2M———
CreativeOne Wealth, LLC
N/A—52,600-52,600-100%$4.2M———
Huntington National Bank
N/A—52,410-52,410-100%$4.1M———
Global Retirement Partners, LLC
N/A—52,225-52,225-100%$4.1M———
Cloud Capital Management, LLC
N/A—52,093-52,093-100%$4.1M———
Anchor Investment Management, LLC
N/A—50,283-50,283-100%$4.0M———
Easterly Investment Partners LLC
N/A—50,244-50,244-100%$4.0M———
Thomasville National Bank
N/A—49,501-49,501-100%$3.9M———
Wood Tarver Financial Group, LLC
N/A—48,719-48,719-100%$3.9M———
Ankerstar Wealth, LLC
N/A—48,347-48,347-100%$3.8M———
Planning Directions Inc
N/A—48,059-48,059-100%$3.8M———
Brown Advisory Inc
N/A—47,709-47,709-100%$3.8M———
Private Advisory Group LLC
N/A—47,487-47,487-100%$3.8M———
Betterment LLC
N/A—47,338-47,338-100%$3.7M———
Gotham Asset Management, LLC
N/A—47,010-47,010-100%$3.7M———
Raffa Wealth Management, LLC
N/A—46,796-46,796-100%$3.7M———
Arkos Global Advisors
N/A—46,688-46,688-100%$3.7M———
Voya Investment Management LLC
N/A—46,657-46,657-100%$3.7M———
Windward Private Wealth Management Inc.
N/A—45,406-45,406-100%$3.6M———
Alesco Advisors, LLC, An ESL Co
N/A—45,356-45,356-100%$3.6M———
Cary Street Partners Investment Advisory LLC
N/A—44,765-44,765-100%$3.5M———
Topel & Distasi Wealth Management, LLC
N/A—44,122-44,122-100%$3.5M———
Alerus Financial NA
N/A—43,906-43,906-100%$3.5M———
V2 Financial group LLC
N/A—42,985-42,985-100%$3.4M———
Fiduciary Group, LLC
N/A—42,544-42,544-100%$3.4M———
Capasso Planning Partners LLC
N/A—41,596-41,596-100%$3.3M———
Stratos Wealth Partners, Ltd.
N/A—41,197-41,197-100%$3.3M———
Coston, McIsaac & Partners
N/A—41,082-41,082-100%$3.2M———
49 Wealth Management, LLC
N/A—40,660-40,660-100%$3.2M———
Alongside, LLC
N/A—40,660-40,660-100%$3.2M———
Weik Capital Management
N/A—40,002-40,002-100%$3.2M———
Greenline Partners, LLC
N/A—39,871-39,871-100%$3.2M———
Kastel Capital Advisors, LLC
N/A—38,679-38,679-100%$3.1M———
Flputnam Investment Management Co
N/A—38,651-38,651-100%$3.1M———
Seeds Investor LLC
N/A—38,042-38,042-100%$3.0M———
Continuum Advisory, LLC
N/A—38,021-38,021-100%$3.0M———
Nest Investments, LLC
N/A—37,919-37,919-100%$3.0M———
Atlanta Consulting Group Advisors, LLC
N/A—36,930-36,930-100%$2.9M———
Lazard Asset Management LLC
N/A—36,549-36,549-100%$2.9M———
Modus Advisors, LLC
N/A—36,173-36,173-100%$2.9M———
Advisory Services Network, LLC
N/A—36,107-36,107-100%$2.9M———
Old Mission Capital LLC
N/A—35,883-35,883-100%$2.8M———
Headinvest, LLC
N/A—35,459-35,459-100%$2.8M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—34,673-34,673-100%$2.7M———
Western Wealth Management, LLC
N/A—34,609-34,609-100%$2.7M———
National Philanthropic Trust
N/A—33,975-33,975-100%$2.7M———
First Manhattan Co. Llc.
N/A—33,852-33,852-100%$2.7M———
McDonough Capital Management, Inc
N/A—33,093-33,093-100%$2.6M———
Steward Partners Investment Advisory, LLC
N/A—33,001-33,001-100%$2.6M———
Consilio Wealth Advisors, LLC
N/A—32,991-32,991-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—32,871-32,871-100%$2.6M———
Independent Advisor Alliance
N/A—32,462-32,462-100%$2.6M———
Hirtle & Co., LLC
N/A—32,423-32,423-100%$2.6M———
Topsail Wealth Management, LLC
N/A—31,293-31,293-100%$2.5M———
National Bank of Canada
N/A—31,080-31,080-100%$2.5M———
Arrowroot Family Office, LLC
N/A—30,901-30,901-100%$2.4M———
BFC Planning, Inc.
N/A—30,490-30,490-100%$2.4M———
Ancora Advisors LLCA
N/A—30,449-30,449-100%$2.4M———
Atlantic Union Bankshares Corp
N/A—30,109-30,109-100%$2.4M———
Titiun Yejiel
N/A—30,000-30,000-100%$2.4M———
Bleakley Financial Group, LLC
N/A—29,800-29,800-100%$2.4M———
Hexagon Capital Partners LLC
N/A—29,774-29,774-100%$2.4M———
Jacobson & Schmitt Advisors, LLC
N/A—29,287-29,287-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—28,659-28,659-100%$2.3M———
Fiduciary Trust Co
N/A—28,615-28,615-100%$2.3M———
Roberts Glore & Co Inc
N/A—28,572-28,572-100%$2.3M———
RWA Wealth Partners, LLC
N/A—28,425-28,425-100%$2.2M———
Jacobi Capital Management LLC
N/A—28,175-28,175-100%$2.2M———
Burling Wealth Partners, LLC
N/A—27,737-27,737-100%$2.2M———
Blue Edge Capital, LLC
N/A—27,507-27,507-100%$2.2M———
Mmbg Investment Advisors Co.
N/A—27,493-27,493-100%$2.2M———
Level Four Advisory Services, LLC
N/A—27,342-27,342-100%$2.2M———
Prosperity Bancshares Inc
N/A—27,237-27,237-100%$2.2M———
Cornerstone Financial Management LLC
N/A—27,201-27,201-100%$2.1M———
Zuckerman Investment Group, LLC
N/A—27,183-27,183-100%$2.1M———
Choate Investment Advisors
N/A—26,213-26,213-100%$2.1M———
Snowden Capital Advisors LLC
N/A—26,198-26,198-100%$2.1M———
Valley Financial Group, Inc.
N/A—25,921-25,921-100%$2.0M———
Kovack Advisors, Inc.
N/A—25,919-25,919-100%$2.0M———
Investment Advisory Group, LLC
N/A—25,851-25,851-100%$2.0M———
Stephen J. Garry & Associates, LLC
N/A—25,697-25,697-100%$2.0M———
Alta Wealth Advisors LLC
N/A—25,581-25,581-100%$2.0M———
Cascades Capital Asset Management, LLC
N/A—24,974-24,974-100%$2.0M———
Mayflower Financial Advisors, LLC
N/A—24,285-24,285-100%$1.9M———
Compass Financial Group, Inc.
N/A—24,280-24,280-100%$1.9M———
Plum Street Advisors, LLC
N/A—24,257-24,257-100%$1.9M———
Storen Legacy Partners, LLC
N/A—24,122-24,122-100%$1.9M———
Banque Transatlantique SA
N/A—24,092-24,092-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—23,664-23,664-100%$1.9M———
Brooks, Moore & Associates, Inc.
N/A—23,560-23,560-100%$1.9M———
Essex Financial Services, Inc.
N/A—23,467-23,467-100%$1.9M———
Twin Focus Capital Partners, LLC
N/A—22,958-22,958-100%$1.8M———
Coppell Advisory Solutions LLC
N/A—22,860-22,860-100%$17.3M———
AQR Capital Management LLC
N/A—22,767-22,767-100%$1.8M———
W1m Asset Management Ltd
N/A—22,516-22,516-100%$1.8M———
Continental Investors Services, Inc.
N/A—22,495-22,495-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—22,297-22,297-100%$1.8M———
Berkeley Capital Partners, LLC
N/A—22,202-22,202-100%$1.8M———
Bakala Capital LLC
N/A—21,409-21,409-100%$1.7M———
SCS Capital Management LLC
N/A—21,234-21,234-100%$1.7M———
First Commonwealth Financial Corp
N/A—21,055-21,055-100%$1.7M———
CVA Family Office, LLC
N/A—20,624-20,624-100%$1.6M———
Carr Financial Group Corp
N/A—20,411-20,411-100%$1.6M———
Sovereign Investment Advisors, LLC
N/A—19,667-19,667-100%$1.6M———
SageView Advisory Group, LLC
N/A—19,574-19,574-100%$1.5M———
Resona Asset Management Co.,Ltd.
N/A—19,268-19,268-100%$1.5M———
Elite Financial, Inc.
N/A—19,060-19,060-100%$1.5M———
Houlihan Financial Resource Group, Ltd.
N/A—18,697-18,697-100%$1.5M———
Advyzon Investment Management, LLC
N/A—18,671-18,671-100%$1.5M———
Ironwood Investment Counsel, LLC
N/A—18,650-18,650-100%$1.5M———
Pitcairn Wealth Advisors LLC
N/A—18,536-18,536-100%$1.5M———
FFT Wealth Management LLC
N/A—18,195-18,195-100%$1.4M———
Stonebridge Financial Planning Group, LLC
N/A—18,165-18,165-100%$1.4M———
Aegis Wealth Management LLC
N/A—18,004-18,004-100%$1.4M———
Lowe Brockenbrough & Co Inc
N/A—17,664-17,664-100%$1.4M———
Cumberland Partners Ltd
N/A—17,600-17,600-100%$1.4M———
Round Rock Advisors LLC
N/A—17,437-17,437-100%$1.4M———
Rothschild Capital Partners, LLC
N/A—17,319-17,319-100%$1.4M———
Keating Financial Advisory Services, Inc.
N/A—17,101-17,101-100%$1.4M———
Tranquilli Financial Advisor LLC
N/A—17,060-17,060-100%$1.3M———
BHK Investment Advisors, LLC
N/A—17,044-17,044-100%$1.3M———
Curio Wealth, LLC
N/A—16,965-16,965-100%$1.3M———
Rehmann Capital Advisory Group
N/A—16,843-16,843-100%$1.3M———
Alteri Wealth LLC
N/A—16,680-16,680-100%$1.3M———
FMR LLC
N/A—16,618-16,618-100%$1.3M———
Axis Wealth Partners, LLC
N/A—16,388-16,388-100%$1.3M———
N.E.W. Advisory Services LLC
N/A—16,344-16,344-100%$1.3M———
Arete Wealth Advisors, LLC
N/A—16,198-16,198-100%$1.3M———
Fortis Capital Management LLC
N/A—16,153-16,153-100%$1.3M———
Madison Asset Management, LLC
N/A—16,090-16,090-100%$1.3M———
Loudon Investment Management, LLC
N/A—16,059-16,059-100%$1.3M———
Trivium Point Advisory, LLC
N/A—15,693-15,693-100%$1.2M———
Boreal Capital Management LLC
N/A—15,685-15,685-100%$1.2M———
Ibex Wealth Advisors
N/A—15,528-15,528-100%$1.2M———
Stelac Advisory Services LLC
N/A—15,501-15,501-100%$1.2M———
Cambria Investment Management, L.P.
N/A—15,335-15,335-100%$1.2M———
New Insight Wealth Advisors
N/A—15,140-15,140-100%$1.2M———
Tillman Hartley LLC
N/A—14,649-14,649-100%$1.2M———
Kingsview Wealth Management, LLC
N/A—14,559-14,559-100%$1.2M———
Northstar Financial Companies, Inc.
N/A—14,558-14,558-100%$1.2M———
Mosaic Financial Group, LLC
N/A—14,401-14,401-100%$1.1M———
Kelman-Lazarov, Inc.
N/A—14,306-14,306-100%$1.1M———
Novak & Powell Financial Services, Inc.
N/A—14,278-14,278-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—14,089-14,089-100%$1.1M———
Bank Hapoalim BM
N/A—13,880-13,880-100%$1.1M———
Geneos Wealth Management Inc.
N/A—13,867-13,867-100%$1.1M———
Curi Capital, LLC
N/A—13,840-13,840-100%$1.1M———
Octavia Wealth Advisors, LLC
N/A—13,796-13,796-100%$1.1M———
Verity Wealth Advisors
N/A—13,676-13,676-100%$1.1M———
Wharton Business Group, LLC
N/A—13,605-13,605-100%$1.1M———
Talon Private Wealth, LLC
N/A—13,560-13,560-100%$1.1M———
Garden State Investment Advisory Services LLC
N/A—13,540-13,540-100%$1.1M———
Peregrine Asset Advisers, Inc.
N/A—13,502-13,502-100%$1.1M———
Westmount Partners, LLC
N/A—13,485-13,485-100%$1.1M———
Northern Trust Corp
N/A—13,409-13,409-100%$1.1M———
AlTi Global, Inc.
N/A—13,240-13,240-100%$1.0M———
First Trust Advisors LP
N/A—13,142-13,142-100%$1.0M———
Van Diest Capital, LLC
N/A—13,008-13,008-100%$1.0M———
Oakmont Advisory Group, LLC
N/A—12,328-12,328-100%$974.3K———
Winch Advisory Services, LLC
N/A—12,017-12,017-100%$949.7K———
WJ Financial Advisors LLC
N/A—11,907-11,907-100%$941.0K———
Clearwater Capital Advisors, LLC
N/A—11,808-11,808-100%$933.2K———
Integrated Wealth Concepts LLC
N/A—11,805-11,805-100%$933.0K———
Shelter Mutual Insurance Co
N/A—11,762-11,762-100%$929.6K———
Wulff, Hansen & Co.
N/A—11,742-11,742-100%$928.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—11,625-11,625-100%$918.7K———
Advisory Alpha, LLC
N/A—11,533-11,533-100%$911.5K———
Ariadne Wealth Management, LP
N/A—11,393-11,393-100%$900.4K———
Barnes Pettey Financial Advisors, LLC
N/A—11,366-11,366-100%$898.2K———
Transcend Capital Advisors, LLC
N/A—11,291-11,291-100%$892.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,287-11,287-100%$892.0K———
Pettyjohn, Wood & White, Inc
N/A—11,148-11,148-100%$881.0K———
Whittier Trust Co of Nevada Inc
N/A—11,059-11,059-100%$870.0K———
FWG Holdings, LLC
N/A—11,011-11,011-100%$864.0K———
Keener Financial Planning LLC
N/A—10,975-10,975-100%$867.0K———
Sovereign Financial Group, Inc.
N/A—10,972-10,972-100%$867.1K———
Petra Financial Advisors Inc
N/A—10,901-10,901-100%$861.5K———
Summit Wealth Partners, LLC
N/A—10,897-10,897-100%$861.2K———
Crabel Capital Management, LLC
N/A—10,827-10,827-100%$855.7K———
Pallas Capital Advisors LLC
N/A—10,665-10,665-100%$842.9K———
10Elms LLP
N/A—10,663-10,663-100%$842.7K———
Prepared Retirement Institute LLC
N/A—10,578-10,578-100%$836.0K———
Strategic Investment Solutions, Inc.
N/A—10,407-10,407-100%$822.3K———
Guardian Wealth Advisors, LLC / NC
N/A—10,341-10,341-100%$817.2K———
Protective Life Corp
N/A—10,281-10,281-100%$812.5K———
Liberty Square Wealth Partners LLC
N/A—10,208-10,208-100%$806.7K———
UMB Bank, n.a.
N/A—10,184-10,184-100%$804.8K———
Coldstream Capital Management Inc
N/A—10,066-10,066-100%$795.5K———
Sandy Cove Advisors, LLC
N/A—9,958-9,958-100%$787.0K———
Arkadios Wealth Advisors
N/A—9,897-9,897-100%$782.2K———
Heritage Trust Co
N/A—9,893-9,893-100%$781.8K———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,839-9,839-100%$777.6K———
Nomura Asset Management Co LTD
N/A—9,800-9,800-100%$774.5K———
Miller Capital Partners, Inc.
N/A—9,725-9,725-100%$768.6K———
Objectivity Squared, LLC
N/A—9,646-9,646-100%$762.3K———
HHM Wealth Advisors, LLC
N/A—9,562-9,562-100%$755.7K———
Fiducient Advisors LLC
N/A—9,128-9,128-100%$721.4K———
WFA of San Diego, LLC
N/A—9,047-9,047-100%$712.0K———
Caitlin John, LLC
N/A—9,008-9,008-100%$711.9K———
SHP Wealth Management
N/A—8,944-8,944-100%$706.8K———
ProVise Management Group, LLC
N/A—8,889-8,889-100%$702.5K———
Dunhill Financial, LLC
N/A—8,763-8,763-100%$692.6K———
Money Concepts Capital Corp
N/A—8,680-8,680-100%$686.0K———
F/m Investments LLC
N/A—8,671-8,671-100%$685.3K———
Baker Avenue Asset Management, LP
N/A—8,595-8,595-100%$679.3K———
Empirical Asset Management, LLC
N/A—8,481-8,481-100%$670.3K———
Iron Gate Global Advisors LLC
N/A—8,343-8,343-100%$659.4K———
Hyundai Investments Co., Ltd.
N/A—8,147-8,147-100%$644.8K———
Berger Financial Group, Inc
N/A—8,099-8,099-100%$640.1K———
IMA Advisory Services, Inc.
N/A—7,859-7,859-100%$621.1K———
Causey Wealth LLC
N/A—7,771-7,771-100%$614.2K———
Foundations Investment Advisors, LLC
N/A—7,732-7,732-100%$611.0K———
ArchPoint Investors
N/A—7,700-7,700-100%$608.5K———
Composition Wealth, LLC
N/A—7,682-7,682-100%$607.1K———
Norris Financial Group, LLC
N/A—7,325-7,325-100%$578.9K———
Bessemer Group Inc
N/A—7,316-7,316-100%$578.0K———
Ritholtz Wealth Management
N/A—7,310-7,310-100%$577.7K———
Nwam LLC
N/A—7,308-7,308-100%$577.6K———
ForthRight Wealth Management, LLC
N/A—7,280-7,280-100%$575.3K———
Bragg Financial Advisors, Inc
N/A—7,253-7,253-100%$573.2K———
Banco Santander, S.A.
N/A—7,139-7,139-100%$564.2K———
Evolution Advisers, Inc.
N/A—7,134-7,134-100%$563.0K———
WMS Group LLC
N/A—7,000-7,000-100%$553.2K———
C M Bidwell & Associates LTD
N/A—6,962-6,962-100%$550.2K———
WealthCollab, LLC
N/A—6,834-6,834-100%$540.1K———
Beacon Bridge Wealth Partners, LLC
N/A—6,827-6,827-100%$539.5K———
Everstar Asset Management, LLC
N/A—6,763-6,763-100%$534.5K———
Muirfield Wealth Advisors LLC
N/A—6,752-6,752-100%$533.6K———
Resolute Wealth Advisor, Inc.
N/A—6,708-6,708-100%$531.7K———
Wellington-Altus USA Inc.
N/A—6,611-6,611-100%$524.1K———
Vista Cima Wealth Management LLC
N/A—6,604-6,604-100%$521.9K———
Vaughan Nelson Investment Management, L.P.
N/A—6,465-6,465-100%$510.9K———
IHT Wealth Management, LLC
N/A—6,446-6,446-100%$509.4K———
Mission Creek Capital Partners, Inc.
N/A—6,430-6,430-100%$508.2K———
Beaird Harris Wealth Management, LLC
N/A—6,411-6,411-100%$506.7K———
Ausdal Financial Partners, Inc.
N/A—6,383-6,383-100%$504.5K———
Vanguard National Trust Co
N/A—6,363-6,363-100%$502.9K———
Prospect Financial Services LLC
N/A—6,322-6,322-100%$499.7K———
Fourth Dimension Wealth, LLC
N/A—6,231-6,231-100%$492.4K———
Evolve Private Wealth, LLC
N/A—6,121-6,121-100%$483.7K———
Smith, Moore & Co.
N/A—6,090-6,090-100%$481.3K———
Cornerstone Advisors Asset Management, LLC
N/A—6,023-6,023-100%$476.0K———
Orcam Financial Group
N/A—5,987-5,987-100%$473.2K———
Brown Brothers Harriman & Co
N/A—5,979-5,979-100%$472.5K———
LGL Partners, LLC
N/A—5,838-5,838-100%$461.4K———
Wealth Alliance, LLC
N/A—5,749-5,749-100%$454.3K———
Plotkin Financial Advisors, LLC
N/A—5,659-5,659-100%$447.2K———
Atlas Capital Advisors Inc.
N/A—5,573-5,573-100%$440.4K———
Keyvantage Wealth, LLC
N/A—5,550-5,550-100%$438.6K———
Cornerstone Advisory, LLC
N/A—5,524-5,524-100%$436.6K———
SOA Wealth Advisors, Llc.
N/A—5,422-5,422-100%$428.5K———
Hancock Whitney Corp
N/A—5,333-5,333-100%$421.5K———
Barnes Wealth Management Group, Inc
N/A—5,197-5,197-100%$410.7K———
IEQ Capital, LLC
N/A—5,104-5,104-100%$403.4K———
Hilltop Holdings Inc.
N/A—5,089-5,089-100%$402.2K———
Hollencrest Capital Management
N/A—5,071-5,071-100%$400.8K———
SG Americas Securities, LLC
N/A—5,041-5,041-100%$398.0K———
Crews Bank & Trust
N/A—4,976-4,976-100%$393.3K———
Main Management LLC
N/A—4,954-4,954-100%$392.0K———
1492 Capital Management LLC
N/A—4,932-4,932-100%$389.8K———
FLC Capital Advisors
N/A—4,860-4,860-100%$384.1K———
GenTrust, LLC
N/A—4,844-4,844-100%$382.8K———
EQ Wealth Advisors, LLC
N/A—4,745-4,745-100%$375.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,657-4,657-100%$368.0K———
Claris Advisors, LLC / MO /
N/A—4,631-4,631-100%$366.0K———
Centaurus Financial, Inc.
N/A—4,586-4,586-100%$362.0K———
Strive Financial Group,LLC
N/A—4,465-4,465-100%$352.9K———
Vanguard Advisers Inc
N/A—4,447-4,447-100%$351.4K———
Pacific Point Advisors, LLC
N/A—4,250-4,250-100%$335.9K———
Sound View Wealth Advisors Group, LLC
N/A—4,249-4,249-100%$335.8K———
Quantinno Capital Management LP
N/A—4,242-4,242-100%$335.3K———
First Foundation Advisors
N/A—4,215-4,215-100%$333.1K———
Hershey Financial Advisers, LLC
N/A—4,188-4,188-100%$331.0K———
Synergy Investment Management, LLC
N/A—4,131-4,131-100%$324.7K———
Garrison Point Advisors, LLC
N/A—4,075-4,075-100%$322.0K———
Element Wealth, LLC
N/A—4,029-4,029-100%$318.4K———
Regal Investment Advisors LLC
N/A—4,024-4,024-100%$318.0K———
BCS Private Wealth Management, Inc.
N/A—4,008-4,008-100%$316.8K———
AE Wealth Management LLC
N/A—4,002-4,002-100%$316.3K———
Faithward Advisors, LLC
N/A—3,979-3,979-100%$314.5K———
OneAscent Family Office, LLC
N/A—3,974-3,974-100%$314.1K———
Maridea Wealth Management LLC
N/A—3,934-3,934-100%$310.9K———
White Knight Strategic Wealth Advisors, LLC
N/A—3,925-3,925-100%$310.2K———
Forum Finance Group S.A.
N/A—3,903-3,903-100%$249———
Keebeck Wealth Management
N/A—3,900-3,900-100%$308.2K———
WealthShield Partners, LLC
N/A—3,868-3,868-100%$305.7K———
Cunning Capital Partners, LP
N/A—3,850-3,850-100%$304.0K———
Forefront Wealth Partners, LLC
N/A—3,845-3,845-100%$303.9K———
Community Bank, N.A.
N/A—3,732-3,732-100%$294.9K———
Brookwood Investment Group LLC
N/A—3,660-3,660-100%$289.2K———
Wayfinding Financial, LLC
N/A—3,644-3,644-100%$287.0K———
Hanover Advisors Inc
N/A—3,632-3,632-100%$287.0K———
Strategic Wealth Partners, Ltd.
N/A—3,592-3,592-100%$283.8K———
Latko Wealth Management, Ltd.
N/A—3,575-3,575-100%$282.5K———
Waterloo Capital, L.P.
N/A—3,542-3,542-100%$279.9K———
Smartleaf Asset Management LLC
N/A—3,526-3,526-100%$279.1K———
Opus Financial Solutions LLC
N/A—3,507-3,507-100%$277.2K———
American Investment Services, Inc.
N/A—3,430-3,430-100%$271.1K———
Institute for Wealth Management, Llc.
N/A—3,405-3,405-100%$269.1K———
Orleans Capital Management Corp
N/A—3,350-3,350-100%$264.8K———
Townsquare Capital LLC
N/A—3,263-3,263-100%$257.9K———
Atlantic Family Wealth, LLC
N/A—3,258-3,258-100%$257.5K———
Dakota Wealth Management
N/A—3,258-3,258-100%$257.5K———
Elm Partners Management LLC
N/A—3,255-3,255-100%$257.2K———
Triton Financial Group Inc
N/A—3,236-3,236-100%$255.7K———
Adventist Health System/ West
N/A—3,232-3,232-100%$255.4K———
Graney & King, LLC
N/A—3,188-3,188-100%$251.9K———
Tyche Wealth Partners LLC
N/A—3,180-3,180-100%$251.3K———
Harvest Investment Services, LLC
N/A—3,155-3,155-100%$249.3K———
ST Germain D J Co Inc
N/A—3,153-3,153-100%$249.2K———
Allie Family Office LLC
N/A—3,146-3,146-100%$248.6K———
Moneta Group Investment Advisors LLC
N/A—3,135-3,135-100%$247.8K———
SageGuard Financial Group, LLC
N/A—3,119-3,119-100%$246.5K———
Glen Eagle Advisors, LLC
N/A—3,093-3,093-100%$244.5K———
Kintra Wealth, LLC
N/A—3,087-3,087-100%$243.0K———
Shared Vision Wealth Group LLC
N/A—3,049-3,049-100%$241.0K———
Bogart Wealth, LLC
N/A—3,044-3,044-100%$240.5K———
M1 Capital Management LLC
N/A—3,006-3,006-100%$237.6K———
Vantus Wealth LLC
N/A—2,995-2,995-100%$236.7K———
SVB Wealth LLC
N/A—2,994-2,994-100%$236.6K———
Silver Oak Advisory Group, Inc.
N/A—2,988-2,988-100%$236.0K———
Duncan Williams Asset Management, LLC
N/A—2,899-2,899-100%$229.1K———
Pine Valley Investments Ltd Liability Co
N/A—2,886-2,886-100%$228.1K———
Genesis Wealth Advisors, LLC
N/A—2,753-2,753-100%$217.6K———
Walter & Keenan Wealth Management LLC
N/A—2,748-2,748-100%$217.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,740-2,740-100%$216.5K———
KM Capital Management Ltd.
N/A—2,726-2,726-100%$215.5K———
Navalign, LLC
N/A—2,716-2,716-100%$214.7K———
Bravias Capital Group, LLC
N/A—2,709-2,709-100%$214.1K———
Clearstead Trust, LLC
N/A—2,698-2,698-100%$213.2K———
M3 Advisory Group, LLC
N/A—2,648-2,648-100%$209.3K———
Capital Analysts, LLC
N/A—2,607-2,607-100%$184.0K———
Stratos Wealth Advisors, LLC
N/A—2,590-2,590-100%$204.7K———
Truvestments Capital LLC
N/A—2,576-2,576-100%$203.6K———
Fidelis Wealth Advisors LLC
N/A—2,576-2,576-100%$203.6K———
Matrix Private Capital Group LLC
N/A—2,566-2,566-100%$202.8K———
YCG, LLC
N/A—2,543-2,543-100%$201.0K———
Nalls Sherbakoff Group, LLC
N/A—2,490-2,490-100%$196.8K———
Godfrey Financial Associates, Inc.
N/A—2,112-2,112-100%$166.9K———
Founders Financial Alliance, LLC
N/A—2,080-2,080-100%$164.4K———
Palouse Capital Management, Inc.
N/A—1,912-1,912-100%$151.1K———
Advisors Asset Management, Inc.
N/A—1,907-1,907-100%$150.7K———
Pinney & Scofield, Inc.
N/A—1,652-1,652-100%$130.6K———
BankPlus Trust Department
N/A—1,400-1,400-100%$110.6K———
Palladiem, LLC
N/A—1,350-1,350-100%$106.7K———
Bernard Wealth Management Corp.
N/A—1,349-1,349-100%$106.6K———
Caldwell Sutter Capital, Inc.
N/A—1,240-1,240-100%$98.0K———
Motco
N/A—1,200-1,200-100%$94.8K———
Consultiva Wealth Management, Corp.
N/A—1,150-1,150-100%$90.9K———
Front Row Advisors LLC
N/A—936-936-100%$73.5K———
HighMark Wealth Management LLC
N/A—875-875-100%$69.2K———
Kilter Group LLC
N/A—737-737-100%$58.2K———
Atomic Invest LLC
N/A—725-725-100%$57.4K———
Medallion Wealth Advisors, LLC
N/A—712-712-100%$56.3K———
Johnson Financial Group, Inc.
N/A—610-610-100%$48.2K———
Ballast Advisors LLC
N/A—586-586-100%$46.3K———
NBH Bank
N/A—520-520-100%$41.1K———
Rothschild Investment LLC
N/A—400-400-100%$31.6K———
Wellington Grp LLC
N/A—356-356-100%$28.2K———
LGT Financial Advisors LLC
N/A—311-311-100%$24.5K———
Crewe Advisors LLC
N/A—291-291-100%$23.0K———
Orion Capital Management LLC
N/A—273-273-100%$21.6K———
Federation des caisses Desjardins du Quebec
N/A—245-245-100%$19.4K———
Tidemark, LLC
N/A—226-226-100%$17.9K———
S&T Bank
N/A—225-225-100%$17.8K———
Nova Wealth Management, Inc.
N/A—207-207-100%$16.4K———
Bellevue Asset Management, LLC
N/A—200-200-100%$15.8K———
Measured Wealth Private Client Group, LLC
N/A—197-197-100%$15.6K———
Westfuller Advisors, LLC
N/A—180-180-100%$14.2K———
Regatta Research & Money Management
N/A—178-178-100%$14.1K———
Paladin Advisory Group, LLC
N/A—175-175-100%$13.8K———
Cbiz Investment Advisory Services, LLC
N/A—164-164-100%$13.0K———
Timbuktu Capital Management, LLC
N/A—157-157-100%$12.4K———
Delos Wealth Advisors, LLC
N/A—126-126-100%$10.0K———
Millstone Evans Group, LLC
N/A—96-96-100%$7.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—94-94-100%$7.4K———
Horizon Investments, LLC
N/A—94-94-100%$7.4K———
Kerr Financial Planning Corp
N/A—92-92-100%$7.3K———
Colonial Trust Advisors
N/A—90-90-100%$7.1K———
New England Asset Management Inc
N/A—75-75-100%$5.9K———
Morris Financial Concepts, Inc.
N/A—68-68-100%$5.4K———
Hantz Financial Services, Inc.
N/A—59-59-100%$5———
Luminist Capital LLC
N/A—58-58-100%$4.6K———
New Republic Capital, LLC
N/A—45-45-100%$3.5K———
Ameriflex Group, Inc.
N/A—40-40-100%$3.2K———
FAS Wealth Partners, Inc.
N/A—36-36-100%$2.8K———
Tiaa Wealth Investment Management LLC
N/A—33-33-100%$2.6K———
Colonial Trust Co / SC
N/A—30-30-100%$2.4K———
Meramec Financial Planners, LLC
N/A—20-20-100%$1.6K———
LRI Investments, LLC
N/A—20-20-100%$1.6K———
Russell Investments Group, Ltd.
N/A—18-18-100%$1.4K———
Mcguire Capital Advisors Inc
N/A—9-9-100%$711———
Premier Financial Group
N/A—9-9-100%$716———
Financial Gravity Companies, Inc.
N/A—5-5-100%$395———
Cheviot Value Management, LLC
N/A—2-2-100%$158———
PlanVest Financial, Inc
N/A—1-1-100%$44———
BNP Paribas
N/A—1-1-100%$79———
Sachetta, LLC
N/A—00—$1———
Park Place Capital Corp
N/A—00—$6———
Darwin Wealth Management, LLC
N/A—00—$4———
Showing 1569 of 1569 institutions