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Vanguard Russell 1000 Growth (VONG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares3,646,571 from 3,577,452
Change+69,119 (+2%)
Value$470.2M (+$12.9M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares2,140,166 from 2,052,685
Change+87,481 (+4%)
Value$275.9M (+$13.6M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares2,056,696 from 2,046,952
Change+9,744 (+0%)
Value$265.2M (+$3.5M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares1,796,977 from 2,010,520
Change-213,543 (-11%)
Value$231.7M (-$25.3M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares1,305,364 from 1,133,318
Change+172,046 (+15%)
Value$168.3M (+$23.5M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares1,239,273 from 1,242,770
Change-3,497 (0%)
Value$159.8M (+$941.0K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares775,952 from 797,921
Change-21,969 (-3%)
Value$100.0M (-$1.9M)
Filed 2026-10-13
Lpwm LLC
INCREASED
Shares689,236 from 682,435
Change+6,801 (+1%)
Value$88.9M (+$1.6M)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED
Shares686,980 from 687,743
Change-763 (0%)
Value$88.6M (+$672.0K)
Filed 2026-10-16
WestHill Financial Advisors, Inc.
DECREASED
Shares652,537 from 655,188
Change-2,651 (0%)
Value$84.1M (+$392.0K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
INCREASED
Shares612,746 from 554,931
Change+57,815 (+10%)
Value$79.0M (+$8.1M)
Filed 2026-10-28
93 Financial Group, LLC
DECREASED
Shares600,947 from 601,405
Change-458 (0%)
Value$77.5M (+$614.6K)
Filed 2026-10-21
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares540,361 from 531,074
Change+9,287 (+2%)
Value$69.7M (+$1.8M)
Filed 2026-10-29
Seven Bridges Advisors LLC
INCREASED
Shares527,762 from 519,988
Change+7,774 (+2%)
Value$68.0M (+$1.6M)
Filed 2026-10-07
Nadler Financial Group, Inc.
DECREASED
Shares523,402 from 525,540
Change-2,138 (0%)
Value$67.5M (+$312.9K)
Filed 2026-10-23
Waldron Private Wealth LLC
DECREASED
Shares504,505 from 534,614
Change-30,109 (-6%)
Value$65.0M (-$3.3M)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares498,673 from 499,958
Change-1,285 (0%)
Value$64.3M (+$394.3K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares483,366 from 212,221
Change+271,145 (+128%)
Value$62.3M (+$35.2M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares473,578 from 391,233
Change+82,345 (+21%)
Value$61.1M (+$11.1M)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares440,631 from 402,893
Change+37,738 (+9%)
Value$58.4M (+$8.1M)
Filed 2026-10-08
Valley Wealth Managers, Inc.
DECREASED
Shares409,211 from 507,390
Change-98,179 (-19%)
Value$52.8M (-$12.1M)
Filed 2026-10-09
Parkside Financial Bank & Trust
INCREASED
Shares379,533 from 379,038
Change+495 (+0%)
Value$48.9M (+$488.5K)
Filed 2026-10-27
Summit Financial Strategies, Inc.
INCREASED
Shares374,671 from 310,757
Change+63,914 (+21%)
Value$48.3M (+$8.6M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares338,315 from 321,550
Change+16,765 (+5%)
Value$43.6M (+$2.5M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares315,935 from 302,869
Change+13,066 (+4%)
Value$40.7M (+$2.0M)
Filed 2026-10-28
Highland Financial Advisors, LLC
INCREASED
Shares313,468 from 299,639
Change+13,829 (+5%)
Value$40.4M (+$2.1M)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares312,085 from 308,350
Change+3,735 (+1%)
Value$40.2M (+$826.8K)
Filed 2026-11-04
Steele Capital Management, Inc.
DECREASED
Shares306,195 from 306,208
Change-13 (0%)
Value$39.5M (+$341.3K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares299,091 from 288,920
Change+10,171 (+4%)
Value$38.6M (+$1.6M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares290,842 from 273,627
Change+17,215 (+6%)
Value$37.5M (+$2.5M)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares257,590 from 237,808
Change+19,782 (+8%)
Value$33.2M (+$2.8M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares253,076 from 199,369
Change+53,707 (+27%)
Value$32.6K (-$25.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares235,964 from 235,188
Change+776 (+0%)
Value$30.9M (+$877.7K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares233,502 from 198,770
Change+34,732 (+17%)
Value$30.1K (-$25.4M)
Filed 2026-11-02
Planning Strategies Inc.
INCREASED
Shares226,311 from 205,539
Change+20,772 (+10%)
Value$29.2M (+$2.9M)
Filed 2026-10-02
Cynosure Group, LLC
DECREASED
Shares225,563 from 232,626
Change-7,063 (-3%)
Value$29.1M (-$650.0K)
Filed 2026-11-03
LVW Advisors, LLC
DECREASED
Shares214,782 from 288,259
Change-73,477 (-25%)
Value$27.7M (-$9.2M)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED
Shares213,096 from 206,319
Change+6,777 (+3%)
Value$27.5M (+$1.1M)
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED
Shares210,970 from 205,402
Change+5,568 (+3%)
Value$27.2M (+$947.9K)
Filed 2026-11-02
Procyon Advisors, LLC
INCREASED
Shares186,971 from 182,886
Change+4,085 (+2%)
Value$24.1M (+$731.5K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares180,571 from 179,376
Change+1,195 (+1%)
Value$23.3M (+$355.0K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED
Shares175,972 from 174,429
Change+1,543 (+1%)
Value$22.7M (+$394.4K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares172,788 from 169,616
Change+3,172 (+2%)
Value$22.3M (+$598.8K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares165,454 from 157,118
Change+8,336 (+5%)
Value$21.3M (+$1.3M)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares162,808 from 167,061
Change-4,253 (-3%)
Value$21.0M (-$361.2K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares151,247 from 147,277
Change+3,970 (+3%)
Value$19.5M (+$676.8K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
DECREASED
Shares142,423 from 143,489
Change-1,066 (-1%)
Value$18.4M (+$23.4K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
INCREASED
Shares138,360 from 125,021
Change+13,339 (+11%)
Value$17.8M (+$1.9M)
Filed 2026-10-15
Winthrop Advisory Group LLC
INCREASED
Shares126,899 from 109,467
Change+17,432 (+16%)
Value$16.4M (+$2.4M)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares124,637 from 124,315
Change+322 (+0%)
Value$16.1M (+$180.7K)
Filed 2026-11-04
Apollon Financial, LLC
INCREASED
Shares113,548 from 101,236
Change+12,312 (+12%)
Value$14.6M (+$1.7M)
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares110,771 from 121,201
Change-10,430 (-9%)
Value$14.3M (-$1.2M)
Filed 2026-11-02
Bare Financial Services, Inc
INCREASED
Shares107,635 from 103,701
Change+3,934 (+4%)
Value$13.9M (+$623.4K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares107,143 from 105,501
Change+1,642 (+2%)
Value$13.8K (-$13.5M)
Filed 2026-10-26
Livet Wealth, LLC
INCREASED
Shares106,843 from 104,624
Change+2,219 (+2%)
Value$13.8M (+$403.2K)
Filed 2026-10-27
Royal Fund Management, LLC
INCREASED
Shares95,316 from 90,994
Change+4,322 (+5%)
Value$12.3M (+$659.1K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares93,531 from 119,546
Change-26,015 (-22%)
Value$12.1M (-$3.2M)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares84,967 from 77,528
Change+7,439 (+10%)
Value$11.0M (+$1.0M)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares84,843 from 85,822
Change-979 (-1%)
Value$10.9M (-$30.0K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares81,575 from 79,481
Change+2,094 (+3%)
Value$10.5M (+$359.1K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares79,143 from 79,364
Change-221 (0%)
Value$10.2M (+$60.4K)
Filed 2026-10-07
Darrow Company, Inc.
INCREASED
Shares78,128 from 77,270
Change+858 (+1%)
Value$10.1M (+$197.2K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
INCREASED
Shares76,494 from 75,660
Change+834 (+1%)
Value$9.9M (+$192.3K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares75,976 from 71,823
Change+4,153 (+6%)
Value$9.8M (+$615.8K)
Filed 2026-10-23
MY Wealth Management Inc.
INCREASED
Shares70,296 from 36,900
Change+33,396 (+91%)
Value$9.1M (+$4.3M)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares66,901 from 60,658
Change+6,243 (+10%)
Value$8.6M (+$872.8K)
Filed 2026-10-26
Rodgers & Associates, LTD
INCREASED
Shares65,366 from 63,242
Change+2,124 (+3%)
Value$8.4M (+$344.7K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares59,670 from 58,628
Change+1,042 (+2%)
Value$7.7M (+$200.0K)
Filed 2026-10-22
Curtis Advisory Group, LLC
INCREASED
Shares58,917 from 56,834
Change+2,083 (+4%)
Value$7.6M (+$332.2K)
Filed 2026-10-28
ERn Financial, LLC
DECREASED
Shares57,291 from 58,130
Change-839 (-1%)
Value$7.4M (-$43.2K)
Filed 2026-10-28
Aurelius Family Office LLC
INCREASED
Shares56,903 from 56,648
Change+255 (+0%)
Value$7.3M (+$96.4K)
Filed 2026-10-23
Aprio Wealth Management, LLC
INCREASED
Shares56,808 from 20,214
Change+36,594 (+181%)
Value$7.3M (+$4.7M)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares55,476 from 56,693
Change-1,217 (-2%)
Value$7.2M (-$93.4K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares54,914 from 58,210
Change-3,296 (-6%)
Value$7.1K (-$7.4M)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares54,812 from 30,937
Change+23,875 (+77%)
Value$7.1M (+$3.1M)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares54,246 from 55,802
Change-1,556 (-3%)
Value$7.0M (-$138.0K)
Filed 2026-10-07
GEM Asset Management, LLC
DECREASED
Shares53,820 from 54,783
Change-963 (-2%)
Value$6.9M (-$62.8K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares52,028 from 49,221
Change+2,807 (+6%)
Value$6.7M (+$416.9K)
Filed 2026-10-29
Stegner Investment Associates Inc.
INCREASED
Shares49,585 from 45,647
Change+3,938 (+9%)
Value$6.4M (+$558.8K)
Filed 2026-10-15
CKW Financial Group
INCREASED
Shares48,701 from 47,922
Change+779 (+2%)
Value$6.3K (-$6.1M)
Filed 2026-10-29
Facet Wealth, Inc.
DECREASED
Shares47,912 from 52,474
Change-4,562 (-9%)
Value$6.2M (-$529.5K)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares47,443 from 47,169
Change+274 (+1%)
Value$6.1M (+$88.2K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED
Shares46,739 from 46,575
Change+164 (+0%)
Value$6.0M (+$73.3K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares46,296 from 43,164
Change+3,132 (+7%)
Value$6.0M (+$452.2K)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
DECREASED
Shares45,691 from 46,511
Change-820 (-2%)
Value$5.9M (-$53.6K)
Filed 2026-10-27
Blue Capital, Inc.
DECREASED
Shares44,540 from 47,759
Change-3,219 (-7%)
Value$5.7M (-$361.6K)
Filed 2026-10-13
Wealth Advisory Team LLC
DECREASED
Shares43,652 from 44,100
Change-448 (-1%)
Value$5.6M (-$8.3K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
INCREASED
Shares42,760 from 41,761
Change+999 (+2%)
Value$4.2M (-$57.5K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares42,724 from 38,461
Change+4,263 (+11%)
Value$5.5M (+$592.7K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares41,695 from 39,960
Change+1,735 (+4%)
Value$5.4M (+$268.4K)
Filed 2026-10-23
Crumly & Associates Inc.
DECREASED
Shares41,414 from 42,603
Change-1,189 (-3%)
Value$5.3M (-$105.6K)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares41,246 from 40,407
Change+839 (+2%)
Value$5.3M (+$153.4K)
Filed 2026-10-16
Fairman Group, LLC
INCREASED
Shares40,800 from 37,672
Change+3,128 (+8%)
Value$5.3M (+$445.5K)
Filed 2026-10-26
Gainline Financial Partners, LLC
INCREASED
Shares40,581 from 37,726
Change+2,855 (+8%)
Value$5.2M (+$410.4K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares40,566 from 37,224
Change+3,342 (+9%)
Value$5.2M (+$472.6K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares40,486 from 42,711
Change-2,225 (-5%)
Value$5.2M (-$239.0K)
Filed 2026-10-16
Auour Investments LLC
DECREASED
Shares40,134 from 41,121
Change-987 (-2%)
Value$5.2M (-$81.2K)
Filed 2026-10-28
Lebenthal Global Advisors, LLC
DECREASED
Shares39,212 from 71,047
Change-31,835 (-45%)
Value$5.1M (-$4.0M)
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares38,849 from 38,441
Change+408 (+1%)
Value$5.0M (+$95.7K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares38,034 from 38,034
Change0 (0%)
Value$4.9K (-$4.9M)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED
Shares37,937 from 38,189
Change-252 (-1%)
Value$4.9M (+$10.3K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares37,913 from 39,569
Change-1,656 (-4%)
Value$4.9M (-$155.8K)
Filed 2026-10-08
Michels Family Financial, LLC
INCREASED
Shares37,003 from 35,581
Change+1,422 (+4%)
Value$4.8M (+$223.3K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares36,964 from 36,795
Change+169 (+0%)
Value$4.8M (+$62.9K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares36,389 from 38,129
Change-1,740 (-5%)
Value$4.7M (-$181.5K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED
Shares36,110 from 36,291
Change-181 (0%)
Value$4.7M (+$17.2K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
INCREASED
Shares35,967 from 35,044
Change+923 (+3%)
Value$4.6M (+$158.3K)
Filed 2026-11-03
Roffman Miller Associates Inc
INCREASED
Shares35,931 from 35,570
Change+361 (+1%)
Value$4.6M (+$86.3K)
Filed 2026-10-19
Redw Wealth LLC
INCREASED
Shares35,759 from 32,134
Change+3,625 (+11%)
Value$4.6M (+$503.3K)
Filed 2026-11-02
One Day In July LLC
DECREASED
Shares34,328 from 35,203
Change-875 (-2%)
Value$4.4M (-$73.4K)
Filed 2026-10-30
Diversified Portfolios, Inc.
UNCHANGED
Shares33,798 from 33,798
Change0 (0%)
Value$4.4M (+$37.9K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares33,781 from 34,606
Change-825 (-2%)
Value$4.4M (-$67.7K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares33,314 from 43,401
Change-10,087 (-23%)
Value$4.3M (-$1.3M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares32,695 from 32,509
Change+186 (+1%)
Value$4.2M (+$60.3K)
Filed 2026-10-14
Americana Partners, LLC
DECREASED
Shares31,876 from 52,018
Change-20,142 (-39%)
Value$4.1M (-$2.5M)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares31,848 from 34,305
Change-2,457 (-7%)
Value$4.1M (-$278.4K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares31,826 from 31,036
Change+790 (+3%)
Value$4.1M (+$136.5K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares29,778 from 57,929
Change-28,151 (-49%)
Value$3.8M (-$3.6M)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,445 from 26,794
Change+2,651 (+10%)
Value$3.8M (+$371.8K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares29,304 from 29,028
Change+276 (+1%)
Value$3.5M (-$161.6K)
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares28,915 from 44,647
Change-15,732 (-35%)
Value$3.7M (-$2.0M)
Filed 2026-10-08
Flagship Wealth Advisors, LLC
DECREASED
Shares28,520 from 30,137
Change-1,617 (-5%)
Value$3.7M (-$174.8K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares28,287 from 25,935
Change+2,352 (+9%)
Value$3.7M (+$392.0K)
Filed 2026-10-20
Diversified Enterprises, LLC
DECREASED
Shares28,008 from 28,078
Change-70 (0%)
Value$3.6M (+$22.5K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares26,271 from 27,044
Change-773 (-3%)
Value$3.4M (-$69.4K)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares26,221 from 25,738
Change+483 (+2%)
Value$3.4M (+$91.1K)
Filed 2026-10-21
Sunpointe, LLC
DECREASED
Shares25,538 from 25,631
Change-93 (0%)
Value$3.3M (+$16.8K)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares25,537 from 37,501
Change-11,964 (-32%)
Value$3.3M (-$1.5M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares25,494 from 25,235
Change+259 (+1%)
Value$3.1M (+$57.9K)
Filed 2026-10-27
Matrix Asset Advisors Inc
INCREASED
Shares25,043 from 11,689
Change+13,354 (+114%)
Value$3.2M (+$1.7M)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares24,821 from 25,058
Change-237 (-1%)
Value$3.2M (-$2.5K)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares24,745 from 15,141
Change+9,604 (+63%)
Value$3.2M (+$1.3M)
Filed 2026-10-23
Steph & Co
INCREASED
Shares24,360 from 22,127
Change+2,233 (+10%)
Value$3.1M (+$312.7K)
Filed 2026-10-07
Diversify Advisory Services, LLC
INCREASED
Shares23,122 from 22,677
Change+445 (+2%)
Value$3.0M (+$223.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares23,122 from 22,677
Change+445 (+2%)
Value$3.0M (+$223.0K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares23,029 from 23,096
Change-67 (0%)
Value$3.0M (+$17.2K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares22,697 from 22,164
Change+533 (+2%)
Value$2.9M (+$93.5K)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares22,190 from 19,910
Change+2,280 (+11%)
Value$2.9M (+$316.3K)
Filed 2026-10-22
SwitchPoint Financial Planning, LLC
NEW
Shares21,952
Change+21,952
Value$2.8M
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares21,263 from 28,171
Change-6,908 (-25%)
Value$2.8M (-$813.3K)
Filed 2026-10-16
Embree Financial Group
INCREASED
Shares21,218 from 21,212
Change+6 (+0%)
Value$2.7M (+$24.5K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares21,121 from 21,327
Change-206 (-1%)
Value$2.7M (-$2.7K)
Filed 2026-10-26
Sound Financial Strategies Group, LLC
DECREASED
Shares20,663 from 21,081
Change-418 (-2%)
Value$2.7M (-$30.3K)
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares20,255 from 20,254
Change+1 (0%)
Value$2.6M (+$22.9K)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares20,022 from 19,949
Change+73 (+0%)
Value$2.6M (+$31.8K)
Filed 2026-10-13
Solutions 4 Wealth, Ltd
INCREASED
Shares19,950 from 15,390
Change+4,560 (+30%)
Value$2.6M (+$605.1K)
Filed 2026-11-03
Elevation Capital Advisory, LLC
INCREASED
Shares19,874 from 18,739
Change+1,135 (+6%)
Value$2.6M (+$167.3K)
Filed 2026-10-29
First Horizon Corp
INCREASED
Shares19,021 from 18,658
Change+363 (+2%)
Value$2.5M (+$67.7K)
Filed 2026-10-26
Wedmont Private Capital
DECREASED
Shares18,845 from 19,956
Change-1,111 (-6%)
Value$2.5M (-$79.5K)
Filed 2026-10-09
Blackston Financial Advisory Group, LLC
DECREASED
Shares18,783 from 21,197
Change-2,414 (-11%)
Value$2.4M (-$287.6K)
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares18,619 from 17,916
Change+703 (+4%)
Value$2.4M (+$110.7K)
Filed 2026-10-29
Carnegie Investment Counsel
UNCHANGED
Shares18,151 from 18,151
Change0 (0%)
Value$2.3M (+$20.4K)
Filed 2026-10-20
Fulton Bank, N.A.
DECREASED
Shares17,207 from 17,421
Change-214 (-1%)
Value$2.2M (-$8.1K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares16,582 from 12,971
Change+3,611 (+28%)
Value$2.1M (+$480.1K)
Filed 2026-10-29
Andina Capital Management, LLC
INCREASED
Shares16,474 from 13,893
Change+2,581 (+19%)
Value$2.1M (+$348.3K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares16,278 from 15,371
Change+907 (+6%)
Value$2.1M (+$134.2K)
Filed 2026-10-20
Garde Capital, Inc.
UNCHANGED
Shares16,176 from 16,176
Change0 (0%)
Value$2.1M (+$18.1K)
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares15,723 from 15,723
Change0 (0%)
Value$2.0M (+$17.6K)
Filed 2026-11-04
Ulrich Consultants & Investment Group, LLC
NEW
Shares15,662
Change+15,662
Value$2.0M
Filed 2026-10-13
Next Level Private LLC
DECREASED
Shares15,618 from 15,742
Change-124 (-1%)
Value$2.0M (+$1.7K)
Filed 2026-10-20
Aquire Wealth Advisors, LLC
INCREASED
Shares15,399 from 13,965
Change+1,434 (+10%)
Value$2.0M (+$200.5K)
Filed 2026-10-23
ETF Portfolio Partners, Inc.
DECREASED
Shares15,251 from 15,675
Change-424 (-3%)
Value$2.0M (-$37.1K)
Filed 2026-10-22
Valpey Financial Services, LLC
INCREASED
Shares14,914 from 14,353
Change+561 (+4%)
Value$1.9M (+$88.5K)
Filed 2026-10-30
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares14,730 from 14,124
Change+606 (+4%)
Value$1.9K (+$126)
Filed 2026-10-01
Victory Financial Group, LLC
DECREASED
Shares14,412 from 15,206
Change-794 (-5%)
Value$1.9M (-$85.4K)
Filed 2026-10-27
Trilogy Capital Inc.
DECREASED
Shares14,073 from 14,268
Change-195 (-1%)
Value$1.8M (-$9.2K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares13,754 from 12,706
Change+1,048 (+8%)
Value$1.8M (+$149.4K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares13,705 from 5,654
Change+8,051 (+142%)
Value$1.8M (+$1.0M)
Filed 2026-10-29
3Chopt Investment Partners, LLC
UNCHANGED
Shares13,460 from 13,460
Change0 (0%)
Value$1.7M (+$15.1K)
Filed 2026-10-30
Beacon Financial Planning, Inc
DECREASED
Shares13,440 from 13,553
Change-113 (-1%)
Value$1.7M (+$634)
Filed 2026-11-04
Level Financial Advisors
INCREASED
Shares13,231 from 4,539
Change+8,692 (+192%)
Value$1.7M (+$1.1M)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares13,226 from 13,226
Change0 (0%)
Value$1.7M (+$14.8K)
Filed 2026-11-05
Sonata Capital Group Inc
DECREASED
Shares12,883 from 13,033
Change-150 (-1%)
Value$1.7M (-$4.7K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares12,875 from 12,476
Change+399 (+3%)
Value$1.7M (+$65.4K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares12,729 from 12,720
Change+9 (+0%)
Value$1.6M (+$2.5K)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares12,552 from 13,509
Change-957 (-7%)
Value$1.6M (-$108.2K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares12,477 from 13,717
Change-1,240 (-9%)
Value$1.6M (-$144.5K)
Filed 2026-11-05
Fund Evaluation Group, LLC
INCREASED
Shares12,388 from 12,224
Change+164 (+1%)
Value$1.6M (+$34.8K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares12,258 from 12,063
Change+195 (+2%)
Value$1.6M (+$38.7K)
Filed 2026-11-03
Balentine LLC
INCREASED
Shares12,077 from 11,972
Change+105 (+1%)
Value$1.6M (+$27.0K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares11,865 from 12,371
Change-506 (-4%)
Value$1.6M (-$28.4K)
Filed 2026-10-27
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares11,673 from 13,610
Change-1,937 (-14%)
Value$1.5M (-$234.5K)
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares11,287 from 11,287
Change0 (0%)
Value$1.5M (+$12.6K)
Filed 2026-10-27
Baker Boyer National Bank
UNCHANGED
Shares11,249 from 11,249
Change0 (0%)
Value$1.5M (+$12.6K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares11,223 from 12,282
Change-1,059 (-9%)
Value$1.5M (-$101.0K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares11,157 from 12,148
Change-991 (-8%)
Value$1.4M (-$65.5K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
DECREASED
Shares10,882 from 10,946
Change-64 (-1%)
Value$1.4M (+$4.1K)
Filed 2026-10-07
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares10,685 from 10,688
Change-3 (0%)
Value$1.4M (+$11.6K)
Filed 2026-10-09
Junk Investment Group, LLC
INCREASED
Shares10,604 from 8,425
Change+2,179 (+26%)
Value$1.4M (+$290.3K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares10,428 from 10,423
Change+5 (+0%)
Value$1.3M (+$12.4K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares10,339 from 4,183
Change+6,156 (+147%)
Value$1.3M (+$798.4K)
Filed 2026-11-05
Aspiriant, LLC
DECREASED
Shares10,299 from 10,437
Change-138 (-1%)
Value$1.3M (-$6.1K)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares10,174 from 10,750
Change-576 (-5%)
Value$1.3M (-$62.2K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares9,802 from 9,682
Change+120 (+1%)
Value$1.3M (+$26.3K)
Filed 2026-10-22
Basso Capital Management, L.P.
UNCHANGED
Shares9,786 from 9,786
Change0 (0%)
Value$1.3M (+$11.0K)
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares9,754 from 9,659
Change+95 (+1%)
Value$1.3M (+$23.1K)
Filed 2026-11-03
Davidson Trust Co
INCREASED
Shares9,740 from 9,731
Change+9 (+0%)
Value$1.3M (+$12.1K)
Filed 2026-10-09
Compass Ion Advisors, LLC
DECREASED
Shares9,738 from 11,079
Change-1,341 (-12%)
Value$1.3M (-$160.5K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares9,701 from 9,757
Change-56 (-1%)
Value$1.3M (+$3.7K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares9,498 from 8,117
Change+1,381 (+17%)
Value$1.2M (+$187.2K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares9,468 from 5,472
Change+3,996 (+73%)
Value$1.2M (+$521.4K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares9,412 from 9,409
Change+3 (+0%)
Value$1.2M (+$10.9K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares9,290 from 9,281
Change+9 (+0%)
Value$1.2M (+$11.6K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED
Shares9,265 from 9,727
Change-462 (-5%)
Value$1.2M (-$26.5K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares9,248 from 9,592
Change-344 (-4%)
Value$1.2M (-$8.1K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares9,150 from 9,105
Change+45 (+0%)
Value$1.2M (+$16.0K)
Filed 2026-11-03
Bison Wealth, LLC
UNCHANGED
Shares9,101 from 9,101
Change0 (0%)
Value$1.2M (+$39.4K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares9,053 from 9,118
Change-65 (-1%)
Value$1.2M (+$1.8K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares8,915 from 7,661
Change+1,254 (+16%)
Value$1.1M (+$170.3K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
NEW
Shares8,736
Change+8,736
Value$1.1M
Filed 2026-11-04
Asset One Wealth Management LLC
DECREASED
Shares8,670 from 9,849
Change-1,179 (-12%)
Value$1.1M (-$134.8K)
Filed 2026-11-02
American National Bank & Trust
UNCHANGED
Shares8,590 from 8,590
Change0 (0%)
Value$1.1M (+$9.6K)
Filed 2026-10-07
Rainier Family Wealth Inc
UNCHANGED
Shares8,579 from 8,579
Change0 (0%)
Value$1.1M (+$9.6K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares8,562 from 7,156
Change+1,406 (+20%)
Value$1.1M (+$189.4K)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
UNCHANGED
Shares8,488 from 8,488
Change0 (0%)
Value$1.1M (+$9.5K)
Filed 2026-10-22
Base Wealth Management LLC
DECREASED
Shares8,335 from 66,120
Change-57,785 (-87%)
Value$1.1M (-$7.4M)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,319 from 8,312
Change+7 (+0%)
Value$1.1M (+$10.2K)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares8,219 from 6,188
Change+2,031 (+33%)
Value$1.1M (+$268.7K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares8,214 from 7,896
Change+318 (+4%)
Value$1.1M (+$49.8K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
INCREASED
Shares8,159 from 8,153
Change+6 (+0%)
Value$1.1M (+$9.8K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares8,150 from 8,069
Change+81 (+1%)
Value$1.1M (+$19.5K)
Filed 2026-10-22
Vicus Capital
UNCHANGED
Shares8,068 from 8,068
Change0 (0%)
Value$1.0M (+$9.1K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares8,048 from 8,048
Change0 (0%)
Value$1.0K (-$1.0M)
Filed 2026-11-04
Capital Planning LLC
UNCHANGED
Shares8,012 from 8,012
Change0 (0%)
Value$1.0M (+$9.0K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares7,914 from 7,814
Change+100 (+1%)
Value$1.0M (+$21.6K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares7,867 from 7,477
Change+390 (+5%)
Value$1.0M (+$58.7K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,744 from 5,909
Change+1,835 (+31%)
Value$1.0M (+$254.3K)
Filed 2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares7,687 from 7,687
Change0 (0%)
Value$991.1K (+$8.6K)
Filed 2026-10-08
Flynn Zito Capital Management, LLC
UNCHANGED
Shares7,672 from 7,672
Change0 (0%)
Value$989.2K (+$8.6K)
Filed 2026-11-04
Bluesphere Advisors LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$973.4K (+$8.5K)
Filed 2026-10-19
Arista Wealth Management, LLC
INCREASED
Shares7,519 from 7,474
Change+45 (+1%)
Value$969.5K (+$14.2K)
Filed 2026-10-29
Keeler Thomas Management LLC
INCREASED
Shares7,473 from 6,310
Change+1,163 (+18%)
Value$963.4K (+$157.0K)
Filed 2026-10-29
Santori & Peters, Inc.
DECREASED
Shares7,459 from 7,556
Change-97 (-1%)
Value$961.7K (-$4.1K)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares7,430 from 10
Change+7,420 (+74200%)
Value$958.0K (+$956.7K)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares7,393 from 8,818
Change-1,425 (-16%)
Value$953.2K (-$173.8K)
Filed 2026-10-22
Cordatus Wealth Management LLC
INCREASED
Shares7,260 from 7,254
Change+6 (+0%)
Value$936.1K (+$8.9K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares7,143 from 7,496
Change-353 (-5%)
Value$920.9K (-$37.1K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares7,095 from 7,135
Change-40 (-1%)
Value$914.8K (+$2.8K)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares7,092 from 6,953
Change+139 (+2%)
Value$914.4K (+$25.7K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares6,895 from 6,820
Change+75 (+1%)
Value$888.9K (+$17.3K)
Filed 2026-10-21
Sentinel Trust Co LBA
UNCHANGED
Shares6,885 from 6,885
Change0 (0%)
Value$888 (+$8)
Filed 2026-11-03
Calamos Wealth Management LLC
UNCHANGED
Shares6,813 from 6,813
Change0 (0%)
Value$878.4K (+$7.6K)
Filed 2026-11-02
Advisory Resource Group
INCREASED
Shares6,778 from 6,669
Change+109 (+2%)
Value$873.9K (+$21.5K)
Filed 2026-10-26
NovaPoint Capital, LLC
INCREASED
Shares6,703 from 6,540
Change+163 (+2%)
Value$864.2K (+$28.4K)
Filed 2026-10-22
Kachkovsky & Fisher, Inc.
DECREASED
Shares6,674 from 6,700
Change-26 (0%)
Value$860.4K (+$4.1K)
Filed 2026-10-21
Absolute Capital Management, LLC
INCREASED
Shares6,670 from 3,546
Change+3,124 (+88%)
Value$860.0K (+$406.6K)
Filed 2026-10-16
Vontobel Holding Ltd.
UNCHANGED
Shares6,659 from 6,659
Change0 (0%)
Value$858.5K (+$7.5K)
Filed 2026-10-16
Briggs Wealth Management, Inc
NEW
Shares6,657
Change+6,657
Value$858.3K
Filed 2026-10-26
Cherrydale Wealth Management, LLC
INCREASED
Shares6,416 from 6,183
Change+233 (+4%)
Value$827.2K (+$36.9K)
Filed 2026-10-20
Verum Partners LLC
DECREASED
Shares6,387 from 6,687
Change-300 (-4%)
Value$823.5K (-$31.1K)
Filed 2026-10-21
Arsenal Capital Advisors LLC
INCREASED
Shares6,378 from 5,824
Change+554 (+10%)
Value$822.3K (+$77.9K)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares6,356 from 6,132
Change+224 (+4%)
Value$819.5K (+$35.8K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares6,342 from 3,430
Change+2,912 (+85%)
Value$817.7K (+$379.3K)
Filed 2026-11-03
Financial Guidance Group, Inc.
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$805.8K (+$7.0K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares6,194 from 5,321
Change+873 (+16%)
Value$798.6K (+$118.5K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
INCREASED
Shares5,871 from 5,441
Change+430 (+8%)
Value$756.9K (+$61.5K)
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares5,846 from 5,969
Change-123 (-2%)
Value$753.7K (-$9.2K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares5,836 from 5,486
Change+350 (+6%)
Value$752.4K (+$51.3K)
Filed 2026-11-05
Wagner Wealth Management, Corp
NEW
Shares5,681
Change+5,681
Value$732.5K
Filed 2026-10-20
Grant Street Asset Management, Inc.
INCREASED
Shares5,671 from 5,290
Change+381 (+7%)
Value$731.2K (+$55.1K)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares5,619 from 5,483
Change+136 (+2%)
Value$724.4K (+$23.7K)
Filed 2026-10-20
Fairway Wealth LLC
INCREASED
Shares5,590 from 4,695
Change+895 (+19%)
Value$720.7K (+$120.7K)
Filed 2026-10-30
Stone House Investment Management, LLC
INCREASED
Shares5,387 from 5,363
Change+24 (+0%)
Value$694.5K (+$9.1K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares5,377 from 5,386
Change-9 (0%)
Value$693.2K (+$4.8K)
Filed 2026-10-20
Carrera Capital Advisors
DECREASED
Shares5,341 from 6,505
Change-1,164 (-18%)
Value$688.6K (-$142.8K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares5,340 from 5,340
Change0 (0%)
Value$688.5K (+$6.0K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares5,295 from 3,954
Change+1,341 (+34%)
Value$682.7K (+$177.3K)
Filed 2026-10-29
Ignite Planners, LLC
DECREASED
Shares5,287 from 5,490
Change-203 (-4%)
Value$683.1K (-$18.6K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares5,126 from 5,557
Change-431 (-8%)
Value$660.8K (-$49.3K)
Filed 2026-11-04
Black Diamond Financial, LLC
DECREASED
Shares5,000 from 5,204
Change-204 (-4%)
Value$644.7K (-$20.5K)
Filed 2026-10-26
Lewis Asset Management, LLC
INCREASED
Shares4,955 from 4,950
Change+5 (+0%)
Value$638.9K (+$6.2K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,946 from 4,955
Change-9 (0%)
Value$637.7K (+$4.3K)
Filed 2026-10-23
Trust Point Inc.
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$634.3K (+$5.5K)
Filed 2026-10-27
Cullinan Associates Inc
INCREASED
Shares4,854 from 3,257
Change+1,597 (+49%)
Value$625.8K (+$209.5K)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares4,734 from 4,734
Change0 (0%)
Value$610.4K (+$5.3K)
Filed 2026-10-19
Compass Wealth Management LLC
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$598.2K (+$5.2K)
Filed 2026-10-22
FF Advisors,LLC
UNCHANGED
Shares4,631 from 4,631
Change0 (0%)
Value$597.1K (+$5.2K)
Filed 2026-10-21
First American Bank
DECREASED
Shares4,602 from 4,840
Change-238 (-5%)
Value$593.3K (-$25.3K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,577 from 4,527
Change+50 (+1%)
Value$590.1K (+$11.5K)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,552 from 4,549
Change+3 (+0%)
Value$587.0K (+$5.6K)
Filed 2026-10-15
Titleist Asset Management, LLC
UNCHANGED
Shares4,529 from 4,529
Change0 (0%)
Value$584.0K (+$5.1K)
Filed 2026-10-08
Principle Wealth Partners LLC
NEW
Shares4,488
Change+4,488
Value$578.6K
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares4,488 from 4,484
Change+4 (+0%)
Value$578.7K (+$5.5K)
Filed 2026-10-13
StoryOne LLC
INCREASED
Shares4,410 from 2,205
Change+2,205 (+100%)
Value$568.6K (+$286.8K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares4,402 from 4,392
Change+10 (+0%)
Value$567.6K (+$85.8K)
Filed 2026-10-13
ARK & TLK Investments, LLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$565.2K (+$4.9K)
Filed 2026-10-20
Opus Capital Group, LLC
INCREASED
Shares4,227 from 4,226
Change+1 (+0%)
Value$545 (-$539.5K)
Filed 2026-10-30
CRA Financial Services, LLC
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$543.4K (+$4.7K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$542.6K (+$4.7K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares4,147 from 4,156
Change-9 (0%)
Value$534.7K (+$3.5K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$533.5K (+$4.6K)
Filed 2026-10-23
Emerald Advisors, LLC
DECREASED
Shares4,114 from 4,259
Change-145 (-3%)
Value$530.4K (-$13.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares4,079 from 4,632
Change-553 (-12%)
Value$527.8K (-$58.3K)
Filed 2026-11-02
Compound Planning, Inc.
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$507.4K (+$4.4K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,888 from 3,711
Change+177 (+5%)
Value$501.3K (+$27.0K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
DECREASED
Shares3,833 from 4,143
Change-310 (-7%)
Value$494.2K (-$35.3K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$492.4K (+$4.3K)
Filed 2026-10-09
Citizens Financial Group Inc
DECREASED
Shares3,790 from 3,844
Change-54 (-1%)
Value$488.6K (-$2.7K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares3,773 from 3,773
Change0 (0%)
Value$486.5K (+$4.2K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,750 from 3,775
Change-25 (-1%)
Value$483.5K (+$1.0K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares3,749 from 2,243
Change+1,506 (+67%)
Value$483.3K (+$196.6K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares3,725 from 3,591
Change+134 (+4%)
Value$480.2K (+$21.3K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares3,673 from 4,051
Change-378 (-9%)
Value$473.6K (-$44.2K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$471.4K (+$4.1K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,633 from 3,116
Change+517 (+17%)
Value$468.4K (+$70.1K)
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,633 from 3,320
Change+313 (+9%)
Value$468.4K (+$44.1K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares3,628 from 3,604
Change+24 (+1%)
Value$467.8K (+$7.1K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares3,590 from 4,018
Change-428 (-11%)
Value$462.8K (-$50.7K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares3,525 from 3,370
Change+155 (+5%)
Value$454.5K (+$23.8K)
Filed 2026-10-15
Visionary Horizons, LLC
DECREASED
Shares3,496 from 3,675
Change-179 (-5%)
Value$450.7K (-$19.0K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares3,485 from 3,350
Change+135 (+4%)
Value$449.3K (+$21.2K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares3,444 from 3,304
Change+140 (+4%)
Value$444.0K (+$21.8K)
Filed 2026-10-28
Sepio Capital, LP
UNCHANGED
Shares3,439 from 3,439
Change0 (0%)
Value$443.4K (+$3.9K)
Filed 2026-10-22
United Capital Management of KS, Inc.
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$439.7K (+$3.8K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
DECREASED
Shares3,409 from 6,843
Change-3,434 (-50%)
Value$439.5K (-$435.1K)
Filed 2026-10-29
Park Capital Management, LLC / WI
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$438.4K (+$3.8K)
Filed 2026-10-13
Kraft, Davis & Associates, LLC
DECREASED
Shares3,391 from 3,584
Change-193 (-5%)
Value$429.4K (-$17.8K)
Filed 2026-10-21
My Personal CFO, LLC
DECREASED
Shares3,381 from 3,462
Change-81 (-2%)
Value$435.9K (-$6.6K)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
DECREASED
Shares3,378 from 3,790
Change-412 (-11%)
Value$435.5K (-$48.9K)
Filed 2026-11-05
New England Private Wealth Advisors LLC
DECREASED
Shares3,346 from 4,423
Change-1,077 (-24%)
Value$431.4K (-$104.5K)
Filed 2026-10-19
Merkkuri Wealth Advisors LLC
INCREASED
Shares3,305 from 3,301
Change+4 (+0%)
Value$426.1K (+$4.2K)
Filed 2026-11-03
TME Financial, Inc.
DECREASED
Shares3,303 from 3,305
Change-2 (0%)
Value$425.8K (+$3.4K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares3,245 from 2,672
Change+573 (+21%)
Value$418.4K (+$76.9K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares3,241 from 3,191
Change+50 (+2%)
Value$417.9K (+$10.0K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares3,224 from 3,289
Change-65 (-2%)
Value$415.7K (-$4.7K)
Filed 2026-10-19
Retireful, LLC
NEW
Shares3,208
Change+3,208
Value$413.6K
Filed 2026-10-09
Kendall Capital Management
UNCHANGED
Shares3,182 from 3,182
Change0 (0%)
Value$410.3K (+$3.6K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares3,171 from 3,180
Change-9 (0%)
Value$408.8K (+$2.4K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$403.1K (+$3.5K)
Filed 2026-10-14
Mitchell Sinkler & Starr
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$400.3K (+$3.5K)
Filed 2026-10-13
Park Edge Advisors, LLC
DECREASED
Shares2,972 from 3,133
Change-161 (-5%)
Value$383.2K (-$17.2K)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares2,950 from 42,835
Change-39,885 (-93%)
Value$380 (-$5.5M)
Filed 2026-10-26
Equitable Trust Co
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$378.2K (+$3.3K)
Filed 2026-10-13
BLB&B Advisors, LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$375.2K (+$3.3K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,893 from 2,890
Change+3 (+0%)
Value$373.0K (+$3.7K)
Filed 2026-10-29
Eagle Wealth Strategies LLC
DECREASED
Shares2,864 from 4,081
Change-1,217 (-30%)
Value$369.3K (-$152.3K)
Filed 2026-10-20
Impact Capital Partners LLC
UNCHANGED
Shares2,844 from 2,844
Change0 (0%)
Value$366.7K (+$3.2K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares2,769 from 65
Change+2,704 (+4160%)
Value$357.0K (+$348.7K)
Filed 2026-10-26
First City Capital Management, Inc.
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$353.8K (+$3.1K)
Filed 2026-10-27
Asset Management One Co., Ltd.
INCREASED
Shares2,697 from 1,790
Change+907 (+51%)
Value$347.7K (+$118.9K)
Filed 2026-10-27
William Mack & Associates, Inc.
DECREASED
Shares2,672 from 2,932
Change-260 (-9%)
Value$344.5K (-$30.2K)
Filed 2026-10-27
Archford Capital Strategies, LLC
NEW
Shares2,667
Change+2,667
Value$343.8K
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares2,640 from 1,977
Change+663 (+34%)
Value$340.4K (+$87.7K)
Filed 2026-10-29
SkyOak Wealth, LLC
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$322.1K (+$2.8K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
DECREASED
Shares2,490 from 4,990
Change-2,500 (-50%)
Value$321.0K (-$316.7K)
Filed 2026-11-04
Evanson Financial, LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$317.4K (+$2.8K)
Filed 2026-10-23
Courier Capital LLC
NEW
Shares2,452
Change+2,452
Value$316.1K
Filed 2026-10-19
Directional Asset Management
INCREASED
Shares2,437 from 2,117
Change+320 (+15%)
Value$314.2K (+$43.6K)
Filed 2026-10-22
CWA Asset Management Group, LLC
DECREASED
Shares2,432 from 2,942
Change-510 (-17%)
Value$313.6K (-$62.5K)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
INCREASED
Shares2,425 from 2,422
Change+3 (+0%)
Value$312.7K (+$3.1K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$310.6K (+$2.7K)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$310.3K (+$2.7K)
Filed 2026-10-23
James Reed Financial Services, Inc.
UNCHANGED
Shares2,381 from 2,381
Change0 (0%)
Value$307.0K (+$2.7K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares2,344 from 2,934
Change-590 (-20%)
Value$302.2K (-$72.8K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$301.7K (+$2.6K)
Filed 2026-10-28
SteelPeak Wealth, LLC
DECREASED
Shares2,329 from 3,949
Change-1,620 (-41%)
Value$300.3K (-$204.3K)
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares2,322 from 1,864
Change+458 (+25%)
Value$299.4K (+$61.2K)
Filed 2026-10-14
Sicart Associates LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$289.2K (-$6.4K)
Filed 2026-10-29
Motive Wealth Advisors
DECREASED
Shares2,288 from 2,368
Change-80 (-3%)
Value$295.0K (-$7.7K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares2,250 from 2,207
Change+43 (+2%)
Value$290.1K (+$7.9K)
Filed 2026-11-03
Lockerman Financial Group, Inc.
DECREASED
Shares2,243 from 2,483
Change-240 (-10%)
Value$289.2K (-$28.1K)
Filed 2026-10-19
CWC Advisors, Llc.
INCREASED
Shares2,235 from 2,168
Change+67 (+3%)
Value$288.2K (+$11.1K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
DECREASED
Shares2,221 from 2,225
Change-4 (0%)
Value$286.3K (+$2.0K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares2,154 from 2,277
Change-123 (-5%)
Value$281.9K (-$9.1K)
Filed 2026-10-13
PDS Planning, Inc
NEW
Shares2,144
Change+2,144
Value$276.4K
Filed 2026-11-03
Jacobs & Co
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$270 (+$2)
Filed 2026-10-09
Northbridge Financial Group, LLC
DECREASED
Shares2,094 from 2,375
Change-281 (-12%)
Value$278.5K (-$25.0K)
Filed 2026-11-05
Tannin Capital LLC
DECREASED
Shares2,087 from 2,287
Change-200 (-9%)
Value$269.1K (-$23.2K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares2,080 from 2,179
Change-99 (-5%)
Value$268.1K (-$10.3K)
Filed 2026-10-13
Kroeger Financial Partners
UNCHANGED
Shares2,069 from 2,069
Change0 (0%)
Value$266.8K (+$2.3K)
Filed 2026-10-19
NTV Asset Management LLC
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$261.0K (+$2.3K)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares2,015 from 2,478
Change-463 (-19%)
Value$259.8K (-$56.9K)
Filed 2026-10-20
Philadelphia Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$258 (-$255.7K)
Filed 2026-11-05
Everett Harris & Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$257.9K (+$2.2K)
Filed 2026-10-28
Kanawha Capital Management LLC
INCREASED
Shares1,999 from 1,998
Change+1 (+0%)
Value$257.7K (+$2.4K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$257.2K (+$2.2K)
Filed 2026-10-30
PUREfi Wealth, LLC
UNCHANGED
Shares1,986 from 1,986
Change0 (0%)
Value$256.1K (+$2.2K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$255.3K (+$2.2K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares1,976 from 1,770
Change+206 (+12%)
Value$254.7K (+$28.5K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares1,972 from 1,300
Change+672 (+52%)
Value$254.2K (+$88.1K)
Filed 2026-10-09
AlphaStar Capital Management, LLC
DECREASED
Shares1,969 from 1,986
Change-17 (-1%)
Value$253.8K (+$8)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,962 from 1,962
Change0 (0%)
Value$253.0K (+$4.7K)
Filed 2026-10-09
Foundation Wealth Management, LLC
DECREASED
Shares1,961 from 2,552
Change-591 (-23%)
Value$252.8K (-$73.3K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares1,951 from 1,773
Change+178 (+10%)
Value$251.5K (+$24.9K)
Filed 2026-10-21
Unique Wealth, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$250.1K (+$2.2K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$250.0K (+$4.6K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$249.6K (+$2.2K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares1,926
Change+1,926
Value$248.3K
Filed 2026-11-03
Eastern Bank
DECREASED
Shares1,915 from 3,309
Change-1,394 (-42%)
Value$246.9K (-$176.0K)
Filed 2026-10-05
Nottingham Advisors, Inc.
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$245.1K (+$12.2K)
Filed 2026-10-29
Occidental Asset Management, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$240.5K (+$2.1K)
Filed 2026-11-05
Gordian Advisors LLC
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$235.7K (+$2.0K)
Filed 2026-10-30
Angeles Wealth Management, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$234.5K (+$2.0K)
Filed 2026-10-26
HMS Capital Management, LLC
NEW
Shares1,818
Change+1,818
Value$234.4K
Filed 2026-10-20
Abel Hall, LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$234.1K (+$2.0K)
Filed 2026-10-19
Roxbury Financial LLC
INCREASED
Shares1,810 from 1,808
Change+2 (+0%)
Value$233.4K (+$2.3K)
Filed 2026-10-01
180 Wealth Advisors, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$233.4K (+$2.0K)
Filed 2026-11-03
Alterna Wealth Management, Inc
NEW
Shares1,788
Change+1,788
Value$230.5K
Filed 2026-10-27
Sather Financial Group Inc
NEW
Shares1,784
Change+1,784
Value$230.0K
Filed 2026-10-30
Kingsman Wealth Management, Inc.
NEW
Shares1,781
Change+1,781
Value$229.7K
Filed 2026-10-13
Trellis Wealth Advisors LLC
INCREASED
Shares1,777 from 1,775
Change+2 (+0%)
Value$229.2K (+$2.2K)
Filed 2026-10-19
Clearwave Capital, LLC
DECREASED
Shares1,764 from 1,826
Change-62 (-3%)
Value$227.5K (-$5.9K)
Filed 2026-10-27
Aurora Private Wealth, Inc.
DECREASED
Shares1,762 from 1,856
Change-94 (-5%)
Value$227 (-$236.8K)
Filed 2026-10-20
Essex Bank
NEW
Shares1,760
Change+1,760
Value$226.9K
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares1,746 from 1,637
Change+109 (+7%)
Value$225.1K (+$15.9K)
Filed 2026-10-23
Root Financial Partners, LLC
DECREASED
Shares1,713 from 2,190
Change-477 (-22%)
Value$220.9K (-$59.0K)
Filed 2026-10-21
Old North State Wealth Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$219.2K (+$1.9K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$218.4K (+$1.9K)
Filed 2026-10-16
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$218.0K (+$1.9K)
Filed 2026-10-14
Elevatus Welath Management
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$217.9K (+$1.9K)
Filed 2026-10-19
Sylvest Advisors, LLC
DECREASED
Shares1,683 from 2,002
Change-319 (-16%)
Value$217.0K (-$38.9K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares1,680 from 1,601
Change+79 (+5%)
Value$216.6K (+$12.0K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$216.6K (+$1.9K)
Filed 2026-11-02
Accredited Investors Inc.
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$216.1K (+$1.9K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$214.4K (+$1.9K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$207.8K (+$1.8K)
Filed 2026-10-16
Romano Brothers and Company
DECREASED
Shares1,610 from 1,656
Change-46 (-3%)
Value$207.6K (-$4.1K)
Filed 2026-10-22
Pinion Investment Advisors, LLC
DECREASED
Shares1,608 from 1,622
Change-14 (-1%)
Value$207.3K (+$30)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares1,599
Change+1,599
Value$206.2K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$206.2K (+$1.8K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
NEW
Shares1,598
Change+1,598
Value$206.0K
Filed 2026-11-05
Gen-Wealth Partners Inc
UNCHANGED
Shares1,578 from 1,578
Change0 (0%)
Value$203.5K (+$1.8K)
Filed 2026-11-04
Timonier Family Office, Ltd.
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$203.3K (+$1.8K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$203.1K (+$1.8K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares1,573 from 213
Change+1,360 (+639%)
Value$202.8K (+$175.6K)
Filed 2026-11-05
Avalon Capital Management
NEW
Shares1,560
Change+1,560
Value$201.1K
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,424 from 1,371
Change+53 (+4%)
Value$183.6K (+$8.4K)
Filed 2026-10-27
Trust Co
INCREASED
Shares1,336 from 844
Change+492 (+58%)
Value$172.3K (+$64.4K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares1,334 from 2,694
Change-1,360 (-50%)
Value$172.0K (-$172.3K)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$169.6K (+$1.5K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$167.6K (+$1.5K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares1,293 from 2,293
Change-1,000 (-44%)
Value$166.7K (-$126.4K)
Filed 2026-10-02
Creative Capital Management Investments LLC
DECREASED
Shares1,276 from 1,298
Change-22 (-2%)
Value$164.5K (-$1.4K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
DECREASED
Shares1,241 from 1,309
Change-68 (-5%)
Value$160.0K (-$7.4K)
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$154.3K (+$1.3K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares1,196 from 2,389
Change-1,193 (-50%)
Value$154.2K (-$151.1K)
Filed 2026-11-04
Wagner Wealth Management, LLC
NEW
Shares1,156
Change+1,156
Value$149.0K
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$147.0K (+$1.3K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares1,136 from 1,160
Change-24 (-2%)
Value$146.5K (-$1.8K)
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares1,016 from 976
Change+40 (+4%)
Value$131.0K (+$6.3K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares1,006 from 216
Change+790 (+366%)
Value$129.7K (+$102.0K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$128.9K (+$1.1K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares987 from 970
Change+17 (+2%)
Value$127.2K (+$3.3K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$117.2K (+$1.0K)
Filed 2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$115.8K (+$1.0K)
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$106.0K (+$921)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$102.1K (+$887)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$102.0K (+$886)
Filed 2026-11-02
Independence Bank of Kentucky
INCREASED
Shares757 from 441
Change+316 (+72%)
Value$97.6K (+$41.2K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
NEW
Shares755
Change+755
Value$97.3K
Filed 2026-11-05
Adirondack Trust Co
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$92.1K (+$800)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares678 from 844
Change-166 (-20%)
Value$87.4K (-$20.5K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares667 from 677
Change-10 (-1%)
Value$86.0K (-$531)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$86.0K (+$804)
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$84.7K (+$736)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
INCREASED
Shares655 from 654
Change+1 (+0%)
Value$84.5K (+$828)
Filed 2026-10-20
Sfam, LLC
DECREASED
Shares648 from 726
Change-78 (-11%)
Value$83.5K (-$9.2K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares630
Change+630
Value$81.2K
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares622
Change+622
Value$80.1K
Filed 2026-11-05
GGM Financial LLC
DECREASED
Shares606 from 631
Change-25 (-4%)
Value$78.1K (-$2.6K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$76.0K (+$660)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED
Shares589 from 689
Change-100 (-15%)
Value$75.9K (-$12.1K)
Filed 2026-10-30
Hager Investment Management Services, LLC
DECREASED
Shares566 from 736
Change-170 (-23%)
Value$73.0K (-$21.1K)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$69.9K (+$607)
Filed 2026-10-05
Jnba Financial Advisors
DECREASED
Shares539 from 594
Change-55 (-9%)
Value$69.5K (-$6.4K)
Filed 2026-11-03
Newton One Investments LLC
DECREASED
Shares530 from 555
Change-25 (-4%)
Value$68.3K (-$2.6K)
Filed 2026-10-14
City State Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$64.5K (+$560)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$64.5K (+$560)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$60 (-$59.9K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$56.5K (+$552)
Filed 2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$56.1K (+$488)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares407
Change+407
Value$52.5K
Filed 2026-10-30
Center for Financial Planning, Inc.
INCREASED
Shares406 from 91
Change+315 (+346%)
Value$52.3K (+$40.7K)
Filed 2026-10-26
Biltmore Family Office, LLC
NEW
Shares389
Change+389
Value$50.2K
Filed 2026-11-03
Proathlete Wealth Management LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$49.0K (+$426)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$48.3K (+$420)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares360 from 475
Change-115 (-24%)
Value$46.4K (-$14.3K)
Filed 2026-10-30
RMG Wealth Management LLC
NEW
Shares352
Change+352
Value$43.5K
Filed 2026-10-26
West Paces Advisors Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$44.5K (+$387)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$38.7K (+$336)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$38.7K (+$336)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares283 from 287
Change-4 (-1%)
Value$36.5K (-$180)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$34.9K (+$304)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$34.6K (+$300)
Filed 2026-10-19
Midwest Capital Advisors, LLC
NEW
Shares264
Change+264
Value$34.0K
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$33.4K (+$290)
Filed 2026-11-03
Cdkv Holdings LLC
DECREASED
Shares248 from 328
Change-80 (-24%)
Value$32.0K (-$9.9K)
Filed 2026-10-28
Westside Investment Management, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$31.6K (+$275)
Filed 2026-11-02
Mycio Wealth Partners, LLC
DECREASED
Shares244 from 2,576
Change-2,332 (-91%)
Value$31.5K (-$297.8K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$28.0K (+$243)
Filed 2026-10-13
Nfsg Corp
DECREASED
Shares213 from 691
Change-478 (-69%)
Value$27.5K (-$60.8K)
Filed 2026-10-15
Yankcom Partnership
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$24.4K (+$212)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$23.4K (+$518)
Filed 2026-10-27
First Pacific Financial
INCREASED
Shares180 from 179
Change+1 (+1%)
Value$23.1K (+$226)
Filed 2026-10-14
Bayban
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$22.1K ($0)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares156 from 162
Change-6 (-4%)
Value$20.1K (-$592)
Filed 2026-10-06
Meriwether Wealth & Planning, LLC
NEW
Shares155
Change+155
Value$20.0K
Filed 2026-10-13
Capital Investment Counsel, Inc
NEW
Shares152
Change+152
Value$19.6K
Filed 2026-10-20
Eukles Asset Management
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$15.5K (+$135)
Filed 2026-11-04
Harbor Investment Advisory, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$15.2K (+$132)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$14.4K (+$125)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$14.2K (+$123)
Filed 2026-10-14
Montgomery Financial Services LLC
NEW
Shares103
Change+103
Value$13.3K
Filed 2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$11.9K (+$111)
Filed 2026-11-02
Bfsg, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.3K (+$90)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED
Shares74 from 78
Change-4 (-5%)
Value$9.5K (-$428)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
NEW
Shares72
Change+72
Value$9.3K
Filed 2026-10-23
Toth Financial Advisory Corp
NEW
Shares70
Change+70
Value$9.0K
Filed 2026-10-08
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares70 from 1,344
Change-1,274 (-95%)
Value$9.1K (-$162.8K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$9.0K (+$78)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
NEW
Shares67
Change+67
Value$8.6K
Filed 2026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.3K (+$72)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares60 from 22
Change+38 (+173%)
Value$7.7K (+$4.9K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$7.1K (+$62)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares54
Change+54
Value$6.9K
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$5.7K (+$49)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares43
Change+43
Value$6.2K
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.3K (+$46)
Filed 2026-10-15
Clark Wealth Partners
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.3K (+$46)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.2K (+$45)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares38
Change+38
Value$4.9K
Filed 2026-10-09
Silver Grove Financial Group, Inc.
NEW
Shares35
Change+35
Value$4.5K
Filed 2026-11-05
Duncker Streett & Co Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.4K (+$38)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares32 from 66
Change-34 (-52%)
Value$4.1K (-$4.3K)
Filed 2026-10-16
RHL Group, LLC
NEW
Shares25
Change+25
Value$3.2K
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.8K (+$52)
Filed 2026-10-26
IMG Wealth Management, Inc.
NEW
Shares20
Change+20
Value$2.6K
Filed 2026-10-27
High Note Wealth, LLC
NEW
Shares18
Change+18
Value$2.3K
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.9K (+$17)
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.8K (+$18)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
NEW
Shares7
Change+7
Value$903
Filed 2026-10-23
Register Financial Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$387 (+$4)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$236.0K
Filed 2026-10-29
Providence First Trust Co
CLOSED
Shares0 from 44,089
Change-44,089 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-02
Shikiar Asset Management Inc
CLOSED
Shares0 from 23,500
Change-23,500 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-20
World Equity Group, Inc.
CLOSED
Shares0 from 5,673
Change-5,673 (-100%)
Value$0 (-$725.1K)
Filed 2026-10-14
N10 Wealth, LLC
CLOSED
Shares0 from 4,675
Change-4,675 (-100%)
Value$0 (-$597.5K)
Filed 2026-10-14
Flaharty Asset Management, LLC
CLOSED
Shares0 from 3,917
Change-3,917 (-100%)
Value$0 (-$488.6K)
Filed 2026-11-02
E6 Portfolios, LLC
CLOSED
Shares0 from 3,678
Change-3,678 (-100%)
Value$0 (-$470.1K)
Filed 2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
CLOSED
Shares0 from 3,218
Change-3,218 (-100%)
Value$0 (-$411.3K)
Filed 2026-11-02
Univest Financial Corp
CLOSED
Shares0 from 2,742
Change-2,742 (-100%)
Value$0 (-$350.4K)
Filed 2026-11-05
Newport Capital Group, LLC
CLOSED
Shares0 from 2,477
Change-2,477 (-100%)
Value$0 (-$316.7K)
Filed 2026-10-16
Altfest L J & Co Inc
CLOSED
Shares0 from 2,403
Change-2,403 (-100%)
Value$0 (-$307.1K)
Filed 2026-10-27
Madrona Financial Services, LLC
CLOSED
Shares0 from 2,392
Change-2,392 (-100%)
Value$0 (-$305.7K)
Filed 2026-10-23
Convergence Financial, LLC
CLOSED
Shares0 from 2,178
Change-2,178 (-100%)
Value$0 (-$278.4K)
Filed 2026-10-27
Independent Financial Group, LLC
CLOSED
Shares0 from 1,981
Change-1,981 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-13
Triad Wealth Partners, LLC
CLOSED
Shares0 from 1,969
Change-1,969 (-100%)
Value$0 (-$245.1K)
Filed 2026-10-26
Snider Financial Group
CLOSED
Shares0 from 1,948
Change-1,948 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1,819
Change-1,819 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-14
Firestone Capital Management
CLOSED
Shares0 from 1,777
Change-1,777 (-100%)
Value$0 (-$227.1K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 1,697
Change-1,697 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-22
MCF Advisors LLC
CLOSED
Shares0 from 963
Change-963 (-100%)
Value$0 (-$123.1K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$65.3K)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$60.7K)
Filed 2026-10-01
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$52.7K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$26.2K)
Filed 2026-10-19
Cornerstone Planning Group LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$19.2K)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-13
Evermay Wealth Management LLC
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$11.0K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-05
Obsidian CIO, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
CGC Financial Services, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Olistico Wealth, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-26
Rakuten Securities, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-02
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$384)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 75,510,712
Change-75,510,712 (-100%)
Value—
UBS Group AG
N/A
Shares— from 29,798,193
Change-29,798,193 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 17,043,233
Change-17,043,233 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,112,210
Change-10,112,210 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,549,145
Change-9,549,145 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,666,238
Change-5,666,238 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,410,693
Change-5,410,693 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,492,677
Change-4,492,677 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,253,714
Change-4,253,714 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,510,147
Change-3,510,147 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,426,943
Change-3,426,943 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,179,933
Change-3,179,933 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,060,897
Change-2,060,897 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,931,426
Change-1,931,426 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,927,184
Change-1,927,184 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,865,989
Change-1,865,989 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 1,708,907
Change-1,708,907 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,674,624
Change-1,674,624 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,575,282
Change-1,575,282 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,455,258
Change-1,455,258 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,386,338
Change-1,386,338 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,266,738
Change-1,266,738 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,255,576
Change-1,255,576 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,226,410
Change-1,226,410 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,190,589
Change-1,190,589 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,119,968
Change-1,119,968 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,097,771
Change-1,097,771 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,072,320
Change-1,072,320 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 989,491
Change-989,491 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 957,966
Change-957,966 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 764,316
Change-764,316 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 683,725
Change-683,725 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 638,200
Change-638,200 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 553,037
Change-553,037 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 525,384
Change-525,384 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 524,846
Change-524,846 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 518,038
Change-518,038 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 462,175
Change-462,175 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 440,091
Change-440,091 (-100%)
Value—
Stephens Inc
N/A
Shares— from 437,676
Change-437,676 (-100%)
Value—
Commerce Bank
N/A
Shares— from 419,053
Change-419,053 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 417,425
Change-417,425 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 416,362
Change-416,362 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 409,654
Change-409,654 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 396,131
Change-396,131 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 382,105
Change-382,105 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 352,091
Change-352,091 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 347,785
Change-347,785 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 344,539
Change-344,539 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 340,015
Change-340,015 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 331,269
Change-331,269 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 319,951
Change-319,951 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 308,934
Change-308,934 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 307,150
Change-307,150 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 303,485
Change-303,485 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 263,796
Change-263,796 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 262,461
Change-262,461 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 251,667
Change-251,667 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 233,717
Change-233,717 (-100%)
Value—
&partners
N/A
Shares— from 222,661
Change-222,661 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 220,568
Change-220,568 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 218,720
Change-218,720 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 212,590
Change-212,590 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 205,056
Change-205,056 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 201,440
Change-201,440 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 191,337
Change-191,337 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 183,056
Change-183,056 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 175,655
Change-175,655 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 173,096
Change-173,096 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 172,992
Change-172,992 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 170,312
Change-170,312 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 163,754
Change-163,754 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 161,453
Change-161,453 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 153,933
Change-153,933 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 149,434
Change-149,434 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 146,567
Change-146,567 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 143,960
Change-143,960 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 141,500
Change-141,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 136,186
Change-136,186 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 133,733
Change-133,733 (-100%)
Value—
FMR LLC
N/A
Shares— from 131,359
Change-131,359 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 129,574
Change-129,574 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 129,027
Change-129,027 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 127,354
Change-127,354 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 125,786
Change-125,786 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 121,814
Change-121,814 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 119,994
Change-119,994 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 119,867
Change-119,867 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 119,611
Change-119,611 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 118,444
Change-118,444 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 115,590
Change-115,590 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 114,087
Change-114,087 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 110,723
Change-110,723 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 110,114
Change-110,114 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 109,333
Change-109,333 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 109,326
Change-109,326 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 108,089
Change-108,089 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 96,443
Change-96,443 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 96,303
Change-96,303 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 93,864
Change-93,864 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 90,731
Change-90,731 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 85,623
Change-85,623 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 85,208
Change-85,208 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 84,131
Change-84,131 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 81,288
Change-81,288 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 80,178
Change-80,178 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 79,007
Change-79,007 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 74,831
Change-74,831 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 73,840
Change-73,840 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 72,628
Change-72,628 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 72,285
Change-72,285 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 69,948
Change-69,948 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 63,570
Change-63,570 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 62,098
Change-62,098 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 60,500
Change-60,500 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 59,831
Change-59,831 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 59,536
Change-59,536 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 58,509
Change-58,509 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 57,037
Change-57,037 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 56,826
Change-56,826 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 56,595
Change-56,595 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 56,390
Change-56,390 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 55,408
Change-55,408 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 55,195
Change-55,195 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 53,991
Change-53,991 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 53,797
Change-53,797 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 53,629
Change-53,629 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 51,448
Change-51,448 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 51,089
Change-51,089 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 49,502
Change-49,502 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 46,922
Change-46,922 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 44,929
Change-44,929 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 43,669
Change-43,669 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 43,588
Change-43,588 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 42,790
Change-42,790 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,861
Change-41,861 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 40,478
Change-40,478 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 39,514
Change-39,514 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 39,025
Change-39,025 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 37,902
Change-37,902 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 36,531
Change-36,531 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 34,681
Change-34,681 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 33,835
Change-33,835 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 33,135
Change-33,135 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 32,910
Change-32,910 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 32,465
Change-32,465 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,006
Change-31,006 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 30,152
Change-30,152 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 30,010
Change-30,010 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,649
Change-28,649 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,068
Change-28,068 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 27,465
Change-27,465 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,545
Change-26,545 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 25,980
Change-25,980 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 25,597
Change-25,597 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 25,558
Change-25,558 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 25,140
Change-25,140 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 25,092
Change-25,092 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,068
Change-25,068 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,902
Change-24,902 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 24,555
Change-24,555 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 24,262
Change-24,262 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,858
Change-23,858 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 22,483
Change-22,483 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 21,796
Change-21,796 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,687
Change-21,687 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 21,170
Change-21,170 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 18,516
Change-18,516 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 18,409
Change-18,409 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,333
Change-18,333 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,293
Change-18,293 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18,087
Change-18,087 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 17,982
Change-17,982 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 17,549
Change-17,549 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 17,521
Change-17,521 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 17,405
Change-17,405 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,661
Change-16,661 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,218
Change-16,218 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 15,710
Change-15,710 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 15,613
Change-15,613 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 15,347
Change-15,347 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 14,322
Change-14,322 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,991
Change-13,991 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 13,743
Change-13,743 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,446
Change-13,446 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,310
Change-13,310 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,901
Change-12,901 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,786
Change-12,786 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,964
Change-10,964 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,628
Change-10,628 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 10,301
Change-10,301 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,624
Change-9,624 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,237
Change-9,237 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,971
Change-7,971 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
Calydon Capital
N/A
Shares— from 7,633
Change-7,633 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,665
Change-6,665 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
EQ LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,736
Change-5,736 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Toews Corp
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 923
Change-923 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 728
Change-728 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 697
Change-697 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 660
Change-660 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 441
Change-441 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 372
Change-372 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 300
Change-300 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 104
Change-104 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 49
Change-49 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
CNB Bank
N/A
Shares— from 31
Change-31 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7
Change-7 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
INCREASED3,646,5713,577,452+69,119+2%$457.2M$470.2M+$12.9M2026-11-04
Truist Financial Corp
INCREASED2,140,1662,052,685+87,481+4%$262.4M$275.9M+$13.6M2026-10-30
Commonwealth Equity Services, LLC
INCREASED2,056,6962,046,952+9,744+0%$261.6M$265.2M+$3.5M2026-11-02
Creative Planning
DECREASED1,796,9772,010,520-213,543-11%$257.0M$231.7M-$25.3M2026-11-02
Apollon Wealth Management, LLC
INCREASED1,305,3641,133,318+172,046+15%$144.8M$168.3M+$23.5M2026-10-23
Fifth Third Bancorp
DECREASED1,239,2731,242,770-3,4970%$158.8M$159.8M+$941.0K2026-11-05
Aaron Wealth Advisors LLC
DECREASED775,952797,921-21,969-3%$102.0M$100.0M-$1.9M2026-10-13
Lpwm LLC
INCREASED689,236682,435+6,801+1%$87.2M$88.9M+$1.6M2026-10-20
Global Strategic Investment Solutions, LLC
DECREASED686,980687,743-7630%$87.9M$88.6M+$672.0K2026-10-16
WestHill Financial Advisors, Inc.
DECREASED652,537655,188-2,6510%$83.7M$84.1M+$392.0K2026-10-14
Alliance Wealth Advisors, LLC
INCREASED612,746554,931+57,815+10%$70.9M$79.0M+$8.1M2026-10-28
93 Financial Group, LLC
DECREASED600,947601,405-4580%$76.9M$77.5M+$614.6K2026-10-21
Hapanowicz & Associates Financial Services, Inc
INCREASED540,361531,074+9,287+2%$67.9M$69.7M+$1.8M2026-10-29
Seven Bridges Advisors LLC
INCREASED527,762519,988+7,774+2%$66.5M$68.0M+$1.6M2026-10-07
Nadler Financial Group, Inc.
DECREASED523,402525,540-2,1380%$67.2M$67.5M+$312.9K2026-10-23
Waldron Private Wealth LLC
DECREASED504,505534,614-30,109-6%$68.3M$65.0M-$3.3M2026-11-02
Modera Wealth Management, LLC
DECREASED498,673499,958-1,2850%$63.9M$64.3M+$394.3K2026-10-28
Bernardo Wealth Planning LLC
INCREASED483,366212,221+271,145+128%$27.1M$62.3M+$35.2M2026-10-23
Bank of New York Mellon Corp
INCREASED473,578391,233+82,345+21%$50.0M$61.1M+$11.1M2026-11-05
Apella Capital, LLC
INCREASED440,631402,893+37,738+9%$50.3M$58.4M+$8.1M2026-10-08
Valley Wealth Managers, Inc.
DECREASED409,211507,390-98,179-19%$64.8M$52.8M-$12.1M2026-10-09
Parkside Financial Bank & Trust
INCREASED379,533379,038+495+0%$48.4M$48.9M+$488.5K2026-10-27
Summit Financial Strategies, Inc.
INCREASED374,671310,757+63,914+21%$39.7M$48.3M+$8.6M2026-10-14
Assetmark, Inc
INCREASED338,315321,550+16,765+5%$41.1M$43.6M+$2.5M2026-10-21
TD Private Client Wealth LLC
INCREASED315,935302,869+13,066+4%$38.7M$40.7M+$2.0M2026-10-28
Highland Financial Advisors, LLC
INCREASED313,468299,639+13,829+5%$38.3M$40.4M+$2.1M2026-10-19
Lido Advisors, LLC
INCREASED312,085308,350+3,735+1%$39.4M$40.2M+$826.8K2026-11-04
Steele Capital Management, Inc.
DECREASED306,195306,208-130%$39.1M$39.5M+$341.3K2026-11-02
D.A. Davidson & Co.
INCREASED299,091288,920+10,171+4%$36.9M$38.6M+$1.6M2026-10-28
Exchange Traded Concepts, LLC
INCREASED290,842273,627+17,215+6%$35.0M$37.5M+$2.5M2026-10-28
AMG National Trust Bank
INCREASED257,590237,808+19,782+8%$30.4M$33.2M+$2.8M2026-11-05
Thrivent Financial for Lutherans
INCREASED253,076199,369+53,707+27%$25.5M$32.6K-$25.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED235,964235,188+776+0%$30.0M$30.9M+$877.7K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED233,502198,770+34,732+17%$25.4M$30.1K-$25.4M2026-11-02
Planning Strategies Inc.
INCREASED226,311205,539+20,772+10%$26.3M$29.2M+$2.9M2026-10-02
Cynosure Group, LLC
DECREASED225,563232,626-7,063-3%$29.7M$29.1M-$650.0K2026-11-03
LVW Advisors, LLC
DECREASED214,782288,259-73,477-25%$36.8M$27.7M-$9.2M2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED213,096206,319+6,777+3%$26.4M$27.5M+$1.1M2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED210,970205,402+5,568+3%$26.3M$27.2M+$947.9K2026-11-02
Procyon Advisors, LLC
INCREASED186,971182,886+4,085+2%$23.4M$24.1M+$731.5K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED180,571179,376+1,195+1%$22.9M$23.3M+$355.0K2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED175,972174,429+1,543+1%$22.3M$22.7M+$394.4K2026-11-05
HB Wealth Management, LLC
INCREASED172,788169,616+3,172+2%$21.7M$22.3M+$598.8K2026-10-23
Fifth Third Securities, Inc.
INCREASED165,454157,118+8,336+5%$20.1M$21.3M+$1.3M2026-10-21
Keybank National Association
DECREASED162,808167,061-4,253-3%$21.4M$21.0M-$361.2K2026-11-04
Creative Financial Designs Inc
INCREASED151,247147,277+3,970+3%$18.8M$19.5M+$676.8K2026-11-04
Joel Isaacson & Co., LLC
DECREASED142,423143,489-1,066-1%$18.3M$18.4M+$23.4K2026-11-05
Fort Washington Investment Advisors Inc
INCREASED138,360125,021+13,339+11%$16.0M$17.8M+$1.9M2026-10-15
Winthrop Advisory Group LLC
INCREASED126,899109,467+17,432+16%$14.0M$16.4M+$2.4M2026-10-22
71 West Capital Partners
INCREASED124,637124,315+322+0%$15.9M$16.1M+$180.7K2026-11-04
Apollon Financial, LLC
INCREASED113,548101,236+12,312+12%$12.9M$14.6M+$1.7M2026-10-23
Kestra Advisory Services, LLC
DECREASED110,771121,201-10,430-9%$15.5M$14.3M-$1.2M2026-11-02
Bare Financial Services, Inc
INCREASED107,635103,701+3,934+4%$13.3M$13.9M+$623.4K2026-11-04
Park Avenue Securities LLC
INCREASED107,143105,501+1,642+2%$13.5M$13.8K-$13.5M2026-10-26
Livet Wealth, LLC
INCREASED106,843104,624+2,219+2%$13.4M$13.8M+$403.2K2026-10-27
Royal Fund Management, LLC
INCREASED95,31690,994+4,322+5%$11.6M$12.3M+$659.1K2026-10-22
Mission Wealth Management, LP
DECREASED93,531119,546-26,015-22%$15.3M$12.1M-$3.2M2026-10-15
Virtue Capital Management, LLC
INCREASED84,96777,528+7,439+10%$9.9M$11.0M+$1.0M2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED84,84385,822-979-1%$11.0M$10.9M-$30.0K2026-10-20
Hurley Capital, LLC
INCREASED81,57579,481+2,094+3%$10.2M$10.5M+$359.1K2026-11-05
Investors Research Corp
DECREASED79,14379,364-2210%$10.1M$10.2M+$60.4K2026-10-07
Darrow Company, Inc.
INCREASED78,12877,270+858+1%$9.9M$10.1M+$197.2K2026-10-22
American Financial & TAX Strategies Inc
INCREASED76,49475,660+834+1%$9.7M$9.9M+$192.3K2026-10-16
Sowell Financial Services LLC
INCREASED75,97671,823+4,153+6%$9.2M$9.8M+$615.8K2026-10-23
MY Wealth Management Inc.
INCREASED70,29636,900+33,396+91%$4.7M$9.1M+$4.3M2026-10-21
Oppenheimer & Co Inc
INCREASED66,90160,658+6,243+10%$7.8M$8.6M+$872.8K2026-10-26
Rodgers & Associates, LTD
INCREASED65,36663,242+2,124+3%$8.1M$8.4M+$344.7K2026-10-20
Perigon Wealth Management, LLC
INCREASED59,67058,628+1,042+2%$7.5M$7.7M+$200.0K2026-10-22
Curtis Advisory Group, LLC
INCREASED58,91756,834+2,083+4%$7.3M$7.6M+$332.2K2026-10-28
ERn Financial, LLC
DECREASED57,29158,130-839-1%$7.4M$7.4M-$43.2K2026-10-28
Aurelius Family Office LLC
INCREASED56,90356,648+255+0%$7.2M$7.3M+$96.4K2026-10-23
Aprio Wealth Management, LLC
INCREASED56,80820,214+36,594+181%$2.6M$7.3M+$4.7M2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED55,47656,693-1,217-2%$7.2M$7.2M-$93.4K2026-10-22
Wedbush Securities Inc
DECREASED54,91458,210-3,296-6%$7.4M$7.1K-$7.4M2026-10-22
MGO One Seven LLC
INCREASED54,81230,937+23,875+77%$4.0M$7.1M+$3.1M2026-10-28
Venture Visionary Partners LLC
DECREASED54,24655,802-1,556-3%$7.1M$7.0M-$138.0K2026-10-07
GEM Asset Management, LLC
DECREASED53,82054,783-963-2%$7.0M$6.9M-$62.8K2026-10-13
Frederick Financial Consultants, LLC
INCREASED52,02849,221+2,807+6%$6.3M$6.7M+$416.9K2026-10-29
Stegner Investment Associates Inc.
INCREASED49,58545,647+3,938+9%$5.8M$6.4M+$558.8K2026-10-15
CKW Financial Group
INCREASED48,70147,922+779+2%$6.1M$6.3K-$6.1M2026-10-29
Facet Wealth, Inc.
DECREASED47,91252,474-4,562-9%$6.7M$6.2M-$529.5K2026-11-04
Principal Financial Group Inc
INCREASED47,44347,169+274+1%$6.0M$6.1M+$88.2K2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED46,73946,575+164+0%$6.0M$6.0M+$73.3K2026-11-03
XML Financial, LLC
INCREASED46,29643,164+3,132+7%$5.5M$6.0M+$452.2K2026-10-29
Philip James Wealth Mangement, LLC
DECREASED45,69146,511-820-2%$5.9M$5.9M-$53.6K2026-10-27
Blue Capital, Inc.
DECREASED44,54047,759-3,219-7%$6.1M$5.7M-$361.6K2026-10-13
Wealth Advisory Team LLC
DECREASED43,65244,100-448-1%$5.6M$5.6M-$8.3K2026-11-05
Mezzasalma Advisors, LLC
INCREASED42,76041,761+999+2%$4.3M$4.2M-$57.5K2026-10-14
Davenport & Co LLC
INCREASED42,72438,461+4,263+11%$4.9M$5.5M+$592.7K2026-10-14
Signaturefd, LLC
INCREASED41,69539,960+1,735+4%$5.1M$5.4M+$268.4K2026-10-23
Crumly & Associates Inc.
DECREASED41,41442,603-1,189-3%$5.4M$5.3M-$105.6K2026-10-07
PFG Advisors
INCREASED41,24640,407+839+2%$5.2M$5.3M+$153.4K2026-10-16
Fairman Group, LLC
INCREASED40,80037,672+3,128+8%$4.8M$5.3M+$445.5K2026-10-26
Gainline Financial Partners, LLC
INCREASED40,58137,726+2,855+8%$4.8M$5.2M+$410.4K2026-10-15
Verus Capital Partners, LLC
INCREASED40,56637,224+3,342+9%$4.8M$5.2M+$472.6K2026-11-03
IFP Advisors, Inc
DECREASED40,48642,711-2,225-5%$5.5M$5.2M-$239.0K2026-10-16
Auour Investments LLC
DECREASED40,13441,121-987-2%$5.3M$5.2M-$81.2K2026-10-28
Lebenthal Global Advisors, LLC
DECREASED39,21271,047-31,835-45%$9.1M$5.1M-$4.0M2026-10-28
Valley National Advisers Inc
INCREASED38,84938,441+408+1%$4.9M$5.0M+$95.7K2026-10-23
Thompson Siegel & Walmsley LLC
UNCHANGED38,03438,03400%$4.9M$4.9K-$4.9M2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED37,93738,189-252-1%$4.9M$4.9M+$10.3K2026-10-16
Farther Finance Advisors, LLC
DECREASED37,91339,569-1,656-4%$5.0M$4.9M-$155.8K2026-10-08
Michels Family Financial, LLC
INCREASED37,00335,581+1,422+4%$4.5M$4.8M+$223.3K2026-11-02
Indivisible Partners
INCREASED36,96436,795+169+0%$4.7M$4.8M+$62.9K2026-10-26
Certified Advisory Corp
DECREASED36,38938,129-1,740-5%$4.9M$4.7M-$181.5K2026-10-29
OpenArc Corporate Advisory, LLC
DECREASED36,11036,291-1810%$4.6M$4.7M+$17.2K2026-10-21
Tennessee Valley Asset Management Partners
INCREASED35,96735,044+923+3%$4.5M$4.6M+$158.3K2026-11-03
Roffman Miller Associates Inc
INCREASED35,93135,570+361+1%$4.5M$4.6M+$86.3K2026-10-19
Redw Wealth LLC
INCREASED35,75932,134+3,625+11%$4.1M$4.6M+$503.3K2026-11-02
One Day In July LLC
DECREASED34,32835,203-875-2%$4.5M$4.4M-$73.4K2026-10-30
Diversified Portfolios, Inc.
UNCHANGED33,79833,79800%$4.3M$4.4M+$37.9K2026-11-04
Linscomb Wealth, Inc.
DECREASED33,78134,606-825-2%$4.4M$4.4M-$67.7K2026-11-05
RFG Advisory, LLC
DECREASED33,31443,401-10,087-23%$5.5M$4.3M-$1.3M2026-11-03
Focus Financial Network, Inc.
INCREASED32,69532,509+186+1%$4.2M$4.2M+$60.3K2026-10-14
Americana Partners, LLC
DECREASED31,87652,018-20,142-39%$6.6M$4.1M-$2.5M2026-10-28
First National Trust Co
DECREASED31,84834,305-2,457-7%$4.4M$4.1M-$278.4K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED31,82631,036+790+3%$4.0M$4.1M+$136.5K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED29,77857,929-28,151-49%$7.4M$3.8M-$3.6M2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED29,44526,794+2,651+10%$3.4M$3.8M+$371.8K2026-10-23
Prospera Financial Services Inc
INCREASED29,30429,028+276+1%$3.7M$3.5M-$161.6K2026-11-04
Sapient Capital LLC
DECREASED28,91544,647-15,732-35%$5.7M$3.7M-$2.0M2026-10-08
Flagship Wealth Advisors, LLC
DECREASED28,52030,137-1,617-5%$3.9M$3.7M-$174.8K2026-11-03
Accurate Wealth Management, LLC
INCREASED28,28725,935+2,352+9%$3.3M$3.7M+$392.0K2026-10-20
Diversified Enterprises, LLC
DECREASED28,00828,078-700%$3.6M$3.6M+$22.5K2026-10-19
Atria Investments, Inc
DECREASED26,27127,044-773-3%$3.5M$3.4M-$69.4K2026-10-15
Princeton Global Asset Management LLC
INCREASED26,22125,738+483+2%$3.3M$3.4M+$91.1K2026-10-21
Sunpointe, LLC
DECREASED25,53825,631-930%$3.3M$3.3M+$16.8K2026-10-22
Sage Mountain Advisors LLC
DECREASED25,53737,501-11,964-32%$4.8M$3.3M-$1.5M2026-11-02
Chicago Partners Investment Group LLC
INCREASED25,49425,235+259+1%$3.1M$3.1M+$57.9K2026-10-27
Matrix Asset Advisors Inc
INCREASED25,04311,689+13,354+114%$1.5M$3.2M+$1.7M2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED24,82125,058-237-1%$3.2M$3.2M-$2.5K2026-10-27
Sigma Planning Corp
INCREASED24,74515,141+9,604+63%$1.9M$3.2M+$1.3M2026-10-23
Steph & Co
INCREASED24,36022,127+2,233+10%$2.8M$3.1M+$312.7K2026-10-07
Diversify Advisory Services, LLC
INCREASED23,12222,677+445+2%$2.7M$3.0M+$223.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED23,12222,677+445+2%$2.7M$3.0M+$223.0K2026-10-20
Retirement Planning Group, LLC
DECREASED23,02923,096-670%$3.0M$3.0M+$17.2K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED22,69722,164+533+2%$2.8M$2.9M+$93.5K2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED22,19019,910+2,280+11%$2.5M$2.9M+$316.3K2026-10-22
SwitchPoint Financial Planning, LLC
NEW21,952—+21,952——$2.8M—2026-11-02
TD Waterhouse Canada Inc.
DECREASED21,26328,171-6,908-25%$3.6M$2.8M-$813.3K2026-10-16
Embree Financial Group
INCREASED21,21821,212+6+0%$2.7M$2.7M+$24.5K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED21,12121,327-206-1%$2.7M$2.7M-$2.7K2026-10-26
Sound Financial Strategies Group, LLC
DECREASED20,66321,081-418-2%$2.7M$2.7M-$30.3K2026-10-30
Simon Quick Advisors, LLC
INCREASED20,25520,254+10%$2.6M$2.6M+$22.9K2026-10-26
Avior Wealth Management, LLC
INCREASED20,02219,949+73+0%$2.5M$2.6M+$31.8K2026-10-13
Solutions 4 Wealth, Ltd
INCREASED19,95015,390+4,560+30%$2.0M$2.6M+$605.1K2026-11-03
Elevation Capital Advisory, LLC
INCREASED19,87418,739+1,135+6%$2.4M$2.6M+$167.3K2026-10-29
First Horizon Corp
INCREASED19,02118,658+363+2%$2.4M$2.5M+$67.7K2026-10-26
Wedmont Private Capital
DECREASED18,84519,956-1,111-6%$2.5M$2.5M-$79.5K2026-10-09
Blackston Financial Advisory Group, LLC
DECREASED18,78321,197-2,414-11%$2.7M$2.4M-$287.6K2026-11-04
Tucker Asset Management LLC
INCREASED18,61917,916+703+4%$2.3M$2.4M+$110.7K2026-10-29
Carnegie Investment Counsel
UNCHANGED18,15118,15100%$2.3M$2.3M+$20.4K2026-10-20
Fulton Bank, N.A.
DECREASED17,20717,421-214-1%$2.2M$2.2M-$8.1K2026-10-14
Vise Technologies, Inc.
INCREASED16,58212,971+3,611+28%$1.7M$2.1M+$480.1K2026-10-29
Andina Capital Management, LLC
INCREASED16,47413,893+2,581+19%$1.8M$2.1M+$348.3K2026-10-21
Private Trust Co NA
INCREASED16,27815,371+907+6%$2.0M$2.1M+$134.2K2026-10-20
Garde Capital, Inc.
UNCHANGED16,17616,17600%$2.1M$2.1M+$18.1K2026-10-29
Nemes Rush Group LLC
UNCHANGED15,72315,72300%$2.0M$2.0M+$17.6K2026-11-04
Ulrich Consultants & Investment Group, LLC
NEW15,662—+15,662——$2.0M—2026-10-13
Next Level Private LLC
DECREASED15,61815,742-124-1%$2.0M$2.0M+$1.7K2026-10-20
Aquire Wealth Advisors, LLC
INCREASED15,39913,965+1,434+10%$1.8M$2.0M+$200.5K2026-10-23
ETF Portfolio Partners, Inc.
DECREASED15,25115,675-424-3%$2.0M$2.0M-$37.1K2026-10-22
Valpey Financial Services, LLC
INCREASED14,91414,353+561+4%$1.8M$1.9M+$88.5K2026-10-30
LBJ Family Wealth Advisors, Ltd.
INCREASED14,73014,124+606+4%$1.8K$1.9K+$1262026-10-01
Victory Financial Group, LLC
DECREASED14,41215,206-794-5%$1.9M$1.9M-$85.4K2026-10-27
Trilogy Capital Inc.
DECREASED14,07314,268-195-1%$1.8M$1.8M-$9.2K2026-10-20
Certuity, LLC
INCREASED13,75412,706+1,048+8%$1.6M$1.8M+$149.4K2026-11-02
Investment Partners, Ltd.
INCREASED13,7055,654+8,051+142%$722.7K$1.8M+$1.0M2026-10-29
3Chopt Investment Partners, LLC
UNCHANGED13,46013,46000%$1.7M$1.7M+$15.1K2026-10-30
Beacon Financial Planning, Inc
DECREASED13,44013,553-113-1%$1.7M$1.7M+$6342026-11-04
Level Financial Advisors
INCREASED13,2314,539+8,692+192%$580.1K$1.7M+$1.1M2026-10-13
MidAtlantic Capital Management, Inc.
UNCHANGED13,22613,22600%$1.7M$1.7M+$14.8K2026-11-05
Sonata Capital Group Inc
DECREASED12,88313,033-150-1%$1.7M$1.7M-$4.7K2026-10-19
Uptick Partners, LLC
INCREASED12,87512,476+399+3%$1.6M$1.7M+$65.4K2026-11-04
AdvisorNet Financial, Inc
INCREASED12,72912,720+9+0%$1.6M$1.6M+$2.5K2026-10-15
Allegiance Financial Group Advisory Services LLC
DECREASED12,55213,509-957-7%$1.7M$1.6M-$108.2K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED12,47713,717-1,240-9%$1.8M$1.6M-$144.5K2026-11-05
Fund Evaluation Group, LLC
INCREASED12,38812,224+164+1%$1.6M$1.6M+$34.8K2026-11-05
MSH Capital Advisors LLC
INCREASED12,25812,063+195+2%$1.5M$1.6M+$38.7K2026-11-03
Balentine LLC
INCREASED12,07711,972+105+1%$1.5M$1.6M+$27.0K2026-11-03
FSM Wealth Advisors, LLC
DECREASED11,86512,371-506-4%$1.6M$1.6M-$28.4K2026-10-27
Pacific Capital Wealth Advisors, Inc.
DECREASED11,67313,610-1,937-14%$1.7M$1.5M-$234.5K2026-10-22
Bokf, NA
UNCHANGED11,28711,28700%$1.4M$1.5M+$12.6K2026-10-27
Baker Boyer National Bank
UNCHANGED11,24911,24900%$1.4M$1.5M+$12.6K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED11,22312,282-1,059-9%$1.6M$1.5M-$101.0K2026-11-05
Sovran Advisors, LLC
DECREASED11,15712,148-991-8%$1.5M$1.4M-$65.5K2026-11-02
Elevation Wealth Partners, LLC
DECREASED10,88210,946-64-1%$1.4M$1.4M+$4.1K2026-10-07
RFG - Bristol Wealth Advisors, LLC
DECREASED10,68510,688-30%$1.4M$1.4M+$11.6K2026-10-09
Junk Investment Group, LLC
INCREASED10,6048,425+2,179+26%$1.1M$1.4M+$290.3K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED10,42810,423+5+0%$1.3M$1.3M+$12.4K2026-10-26
Moneco Advisors, LLC
INCREASED10,3394,183+6,156+147%$534.6K$1.3M+$798.4K2026-11-05
Aspiriant, LLC
DECREASED10,29910,437-138-1%$1.3M$1.3M-$6.1K2026-10-16
Cerro Pacific Wealth Advisors LLC
DECREASED10,17410,750-576-5%$1.4M$1.3M-$62.2K2026-10-22
Brookstone Capital Management
INCREASED9,8029,682+120+1%$1.2M$1.3M+$26.3K2026-10-22
Basso Capital Management, L.P.
UNCHANGED9,7869,78600%$1.3M$1.3M+$11.0K2026-10-30
Advisor OS, LLC
INCREASED9,7549,659+95+1%$1.2M$1.3M+$23.1K2026-11-03
Davidson Trust Co
INCREASED9,7409,731+9+0%$1.2M$1.3M+$12.1K2026-10-09
Compass Ion Advisors, LLC
DECREASED9,73811,079-1,341-12%$1.4M$1.3M-$160.5K2026-10-23
City Holding Co
DECREASED9,7019,757-56-1%$1.2M$1.3M+$3.7K2026-10-19
Choreo, LLC
INCREASED9,4988,117+1,381+17%$1.0M$1.2M+$187.2K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED9,4685,472+3,996+73%$699.4K$1.2M+$521.4K2026-10-22
MTM Investment Management, LLC
INCREASED9,4129,409+3+0%$1.2M$1.2M+$10.9K2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED9,2909,281+9+0%$1.2M$1.2M+$11.6K2026-10-13
B. Riley Wealth Advisors, Inc.
DECREASED9,2659,727-462-5%$1.2M$1.2M-$26.5K2026-10-13
Fragasso Financial Advisors Inc
DECREASED9,2489,592-344-4%$1.2M$1.2M-$8.1K2026-10-13
Parallel Advisors, LLC
INCREASED9,1509,105+45+0%$1.2M$1.2M+$16.0K2026-11-03
Bison Wealth, LLC
UNCHANGED9,1019,10100%$1.2M$1.2M+$39.4K2026-10-13
VestGen Advisors, LLC
DECREASED9,0539,118-65-1%$1.2M$1.2M+$1.8K2026-10-27
Axxcess Wealth Management, LLC
INCREASED8,9157,661+1,254+16%$979.2K$1.1M+$170.3K2026-10-21
Daymark Wealth Partners, LLC
NEW8,736—+8,736——$1.1M—2026-11-04
Asset One Wealth Management LLC
DECREASED8,6709,849-1,179-12%$1.3M$1.1M-$134.8K2026-11-02
American National Bank & Trust
UNCHANGED8,5908,59000%$1.1M$1.1M+$9.6K2026-10-07
Rainier Family Wealth Inc
UNCHANGED8,5798,57900%$1.1M$1.1M+$9.6K2026-11-02
CoreCap Advisors, LLC
INCREASED8,5627,156+1,406+20%$914.6K$1.1M+$189.4K2026-10-08
Beaumont Financial Advisors, LLC
UNCHANGED8,4888,48800%$1.1M$1.1M+$9.5K2026-10-22
Base Wealth Management LLC
DECREASED8,33566,120-57,785-87%$8.5M$1.1M-$7.4M2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED8,3198,312+7+0%$1.1M$1.1M+$10.2K2026-10-19
Ritholtz Wealth Management
INCREASED8,2196,188+2,031+33%$790.9K$1.1M+$268.7K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED8,2147,896+318+4%$1.0M$1.1M+$49.8K2026-10-26
Koshinski Asset Management, Inc.
INCREASED8,1598,153+6+0%$1.0M$1.1M+$9.8K2026-10-29
SBI Securities Co., Ltd.
INCREASED8,1508,069+81+1%$1.0M$1.1M+$19.5K2026-10-22
Vicus Capital
UNCHANGED8,0688,06800%$1.0M$1.0M+$9.1K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED8,0488,04800%$1.0M$1.0K-$1.0M2026-11-04
Capital Planning LLC
UNCHANGED8,0128,01200%$1.0M$1.0M+$9.0K2026-10-09
Nations Financial Group Inc,
INCREASED7,9147,814+100+1%$998.7K$1.0M+$21.6K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED7,8677,477+390+5%$955.6K$1.0M+$58.7K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED7,7445,909+1,835+31%$747.7K$1.0M+$254.3K2026-11-04
Lee, Kelleher & Klein Wealth Management
UNCHANGED7,6877,68700%$982.5K$991.1K+$8.6K2026-10-08
Flynn Zito Capital Management, LLC
UNCHANGED7,6727,67200%$980.6K$989.2K+$8.6K2026-11-04
Bluesphere Advisors LLC
UNCHANGED7,5507,55000%$965.0K$973.4K+$8.5K2026-10-19
Arista Wealth Management, LLC
INCREASED7,5197,474+45+1%$955.3K$969.5K+$14.2K2026-10-29
Keeler Thomas Management LLC
INCREASED7,4736,310+1,163+18%$806.4K$963.4K+$157.0K2026-10-29
Santori & Peters, Inc.
DECREASED7,4597,556-97-1%$965.8K$961.7K-$4.1K2026-10-26
Essential Investment Partners LLC
INCREASED7,43010+7,420+74200%$1.3K$958.0K+$956.7K2026-10-27
Capital Investment Advisors, LLC
DECREASED7,3938,818-1,425-16%$1.1M$953.2K-$173.8K2026-10-22
Cordatus Wealth Management LLC
INCREASED7,2607,254+6+0%$927.2K$936.1K+$8.9K2026-10-19
Goelzer Investment Management, Inc.
DECREASED7,1437,496-353-5%$958.1K$920.9K-$37.1K2026-10-16
Berman McAleer LLC
DECREASED7,0957,135-40-1%$911.9K$914.8K+$2.8K2026-10-16
Midwest Trust Co
INCREASED7,0926,953+139+2%$888.7K$914.4K+$25.7K2026-10-22
McAdam, LLC
INCREASED6,8956,820+75+1%$871.7K$888.9K+$17.3K2026-10-21
Sentinel Trust Co LBA
UNCHANGED6,8856,88500%$880$888+$82026-11-03
Calamos Wealth Management LLC
UNCHANGED6,8136,81300%$870.8K$878.4K+$7.6K2026-11-02
Advisory Resource Group
INCREASED6,7786,669+109+2%$852.4K$873.9K+$21.5K2026-10-26
NovaPoint Capital, LLC
INCREASED6,7036,540+163+2%$835.8K$864.2K+$28.4K2026-10-22
Kachkovsky & Fisher, Inc.
DECREASED6,6746,700-260%$856.3K$860.4K+$4.1K2026-10-21
Absolute Capital Management, LLC
INCREASED6,6703,546+3,124+88%$453.3K$860.0K+$406.6K2026-10-16
Vontobel Holding Ltd.
UNCHANGED6,6596,65900%$851.1K$858.5K+$7.5K2026-10-16
Briggs Wealth Management, Inc
NEW6,657—+6,657——$858.3K—2026-10-26
Cherrydale Wealth Management, LLC
INCREASED6,4166,183+233+4%$790.3K$827.2K+$36.9K2026-10-20
Verum Partners LLC
DECREASED6,3876,687-300-4%$854.6K$823.5K-$31.1K2026-10-21
Arsenal Capital Advisors LLC
INCREASED6,3785,824+554+10%$744.3K$822.3K+$77.9K2026-11-02
Visionary Wealth Advisors
INCREASED6,3566,132+224+4%$783.7K$819.5K+$35.8K2026-11-04
HUB Investment Partners, LLC
INCREASED6,3423,430+2,912+85%$438.4K$817.7K+$379.3K2026-11-03
Financial Guidance Group, Inc.
UNCHANGED6,2506,25000%$798.8K$805.8K+$7.0K2026-10-21
XY Planning Network, Inc.
INCREASED6,1945,321+873+16%$680.1K$798.6K+$118.5K2026-10-14
Green Ridge Wealth Planning LLC
INCREASED5,8715,441+430+8%$695.4K$756.9K+$61.5K2026-10-08
Global Wealth Management Investment Advisory, Inc.
DECREASED5,8465,969-123-2%$762.9K$753.7K-$9.2K2026-11-04
US Bancorp \de\
INCREASED5,8365,486+350+6%$701.2K$752.4K+$51.3K2026-11-05
Wagner Wealth Management, Corp
NEW5,681—+5,681——$732.5K—2026-10-20
Grant Street Asset Management, Inc.
INCREASED5,6715,290+381+7%$676.1K$731.2K+$55.1K2026-10-26
Balboa Wealth Partners
INCREASED5,6195,483+136+2%$700.7K$724.4K+$23.7K2026-10-20
Fairway Wealth LLC
INCREASED5,5904,695+895+19%$600.0K$720.7K+$120.7K2026-10-30
Stone House Investment Management, LLC
INCREASED5,3875,363+24+0%$685.4K$694.5K+$9.1K2026-10-23
Pinnacle Associates LTD
DECREASED5,3775,386-90%$688.4K$693.2K+$4.8K2026-10-20
Carrera Capital Advisors
DECREASED5,3416,505-1,164-18%$831.4K$688.6K-$142.8K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED5,3405,34000%$682.5K$688.5K+$6.0K2026-10-23
Integrity Alliance, Llc.
INCREASED5,2953,954+1,341+34%$505.4K$682.7K+$177.3K2026-10-29
Ignite Planners, LLC
DECREASED5,2875,490-203-4%$701.7K$683.1K-$18.6K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED5,1265,557-431-8%$710.2K$660.8K-$49.3K2026-11-04
Black Diamond Financial, LLC
DECREASED5,0005,204-204-4%$665.1K$644.7K-$20.5K2026-10-26
Lewis Asset Management, LLC
INCREASED4,9554,950+5+0%$632.7K$638.9K+$6.2K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,9464,955-90%$633.4K$637.7K+$4.3K2026-10-23
Trust Point Inc.
UNCHANGED4,9204,92000%$628.8K$634.3K+$5.5K2026-10-27
Cullinan Associates Inc
INCREASED4,8543,257+1,597+49%$416.3K$625.8K+$209.5K2026-11-03
Sima Wealth Partners, LLC
UNCHANGED4,7344,73400%$605.1K$610.4K+$5.3K2026-10-19
Compass Wealth Management LLC
UNCHANGED4,6404,64000%$593.0K$598.2K+$5.2K2026-10-22
FF Advisors,LLC
UNCHANGED4,6314,63100%$591.9K$597.1K+$5.2K2026-10-21
First American Bank
DECREASED4,6024,840-238-5%$618.6K$593.3K-$25.3K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,5774,527+50+1%$578.6K$590.1K+$11.5K2026-10-27
Fortitude Advisory Group L.L.C.
INCREASED4,5524,549+3+0%$581.4K$587.0K+$5.6K2026-10-15
Titleist Asset Management, LLC
UNCHANGED4,5294,52900%$578.9K$584.0K+$5.1K2026-10-08
Principle Wealth Partners LLC
NEW4,488—+4,488——$578.6K—2026-11-02
Fermata Advisors, LLC
INCREASED4,4884,484+4+0%$573.2K$578.7K+$5.5K2026-10-13
StoryOne LLC
INCREASED4,4102,205+2,205+100%$281.8K$568.6K+$286.8K2026-10-13
SAX Wealth Advisors, LLC
INCREASED4,4024,392+10+0%$481.8K$567.6K+$85.8K2026-10-13
ARK & TLK Investments, LLC
UNCHANGED4,3844,38400%$560.3K$565.2K+$4.9K2026-10-20
Opus Capital Group, LLC
INCREASED4,2274,226+1+0%$540.0K$545-$539.5K2026-10-30
CRA Financial Services, LLC
UNCHANGED4,2154,21500%$538.7K$543.4K+$4.7K2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,2094,20900%$537.9K$542.6K+$4.7K2026-11-04
Csenge Advisory Group
DECREASED4,1474,156-90%$531.2K$534.7K+$3.5K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED4,1384,13800%$528.9K$533.5K+$4.6K2026-10-23
Emerald Advisors, LLC
DECREASED4,1144,259-145-3%$544.3K$530.4K-$13.9K2026-10-13
International Assets Investment Management, LLC
DECREASED4,0794,632-553-12%$586.1K$527.8K-$58.3K2026-11-02
Compound Planning, Inc.
UNCHANGED3,9353,93500%$503.0K$507.4K+$4.4K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED3,8883,711+177+5%$474.3K$501.3K+$27.0K2026-11-03
Precedent Wealth Partners, LLC
DECREASED3,8334,143-310-7%$529.5K$494.2K-$35.3K2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED3,8193,81900%$488.1K$492.4K+$4.3K2026-10-09
Citizens Financial Group Inc
DECREASED3,7903,844-54-1%$491.3K$488.6K-$2.7K2026-10-23
Regent Peak Wealth Advisors LLC
UNCHANGED3,7733,77300%$482.2K$486.5K+$4.2K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED3,7503,775-25-1%$482.5K$483.5K+$1.0K2026-10-19
Buck Wealth Strategies, LLC
INCREASED3,7492,243+1,506+67%$286.7K$483.3K+$196.6K2026-10-28
Signal Advisors Wealth, LLC
INCREASED3,7253,591+134+4%$459.0K$480.2K+$21.3K2026-10-13
Lanark Financial, Inc.
DECREASED3,6734,051-378-9%$517.8K$473.6K-$44.2K2026-10-26
Bond & Devick Financial Network, Inc.
UNCHANGED3,6563,65600%$467.3K$471.4K+$4.1K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED3,6333,116+517+17%$398.3K$468.4K+$70.1K2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED3,6333,320+313+9%$424.3K$468.4K+$44.1K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED3,6283,604+24+1%$460.6K$467.8K+$7.1K2026-10-28
D'Orazio & Associates, Inc.
DECREASED3,5904,018-428-11%$513.5K$462.8K-$50.7K2026-11-04
Blue Trust, Inc.
INCREASED3,5253,370+155+5%$430.7K$454.5K+$23.8K2026-10-15
Visionary Horizons, LLC
DECREASED3,4963,675-179-5%$469.7K$450.7K-$19.0K2026-10-22
Founders Financial Securities LLC
INCREASED3,4853,350+135+4%$428.1K$449.3K+$21.2K2026-10-28
United Community Bank
INCREASED3,4443,304+140+4%$422.3K$444.0K+$21.8K2026-10-28
Sepio Capital, LP
UNCHANGED3,4393,43900%$439.5K$443.4K+$3.9K2026-10-22
United Capital Management of KS, Inc.
UNCHANGED3,4103,41000%$435.8K$439.7K+$3.8K2026-11-04
Summit Wealth Group LLC / Co
DECREASED3,4096,843-3,434-50%$874.6K$439.5K-$435.1K2026-10-29
Park Capital Management, LLC / WI
UNCHANGED3,4003,40000%$434.6K$438.4K+$3.8K2026-10-13
Kraft, Davis & Associates, LLC
DECREASED3,3913,584-193-5%$447.2K$429.4K-$17.8K2026-10-21
My Personal CFO, LLC
DECREASED3,3813,462-81-2%$442.5K$435.9K-$6.6K2026-10-14
Inman Jager Wealth Management, LLC
DECREASED3,3783,790-412-11%$484.4K$435.5K-$48.9K2026-11-05
New England Private Wealth Advisors LLC
DECREASED3,3464,423-1,077-24%$535.9K$431.4K-$104.5K2026-10-19
Merkkuri Wealth Advisors LLC
INCREASED3,3053,301+4+0%$421.9K$426.1K+$4.2K2026-11-03
TME Financial, Inc.
DECREASED3,3033,305-20%$422.4K$425.8K+$3.4K2026-10-14
StoneX Group Inc.
INCREASED3,2452,672+573+21%$341.5K$418.4K+$76.9K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED3,2413,191+50+2%$407.8K$417.9K+$10.0K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED3,2243,289-65-2%$420.4K$415.7K-$4.7K2026-10-19
Retireful, LLC
NEW3,208—+3,208——$413.6K—2026-10-09
Kendall Capital Management
UNCHANGED3,1823,18200%$406.7K$410.3K+$3.6K2026-10-23
Tranquility Partners, LLC
DECREASED3,1713,180-90%$406.4K$408.8K+$2.4K2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED3,1273,12700%$399.6K$403.1K+$3.5K2026-10-14
Mitchell Sinkler & Starr
UNCHANGED3,1053,10500%$396.9K$400.3K+$3.5K2026-10-13
Park Edge Advisors, LLC
DECREASED2,9723,133-161-5%$400.4K$383.2K-$17.2K2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
DECREASED2,95042,835-39,885-93%$5.5M$380-$5.5M2026-10-26
Equitable Trust Co
UNCHANGED2,9332,93300%$374.9K$378.2K+$3.3K2026-10-13
BLB&B Advisors, LLC
UNCHANGED2,9102,91000%$371.9K$375.2K+$3.3K2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED2,8932,890+3+0%$369.4K$373.0K+$3.7K2026-10-29
Eagle Wealth Strategies LLC
DECREASED2,8644,081-1,217-30%$521.6K$369.3K-$152.3K2026-10-20
Impact Capital Partners LLC
UNCHANGED2,8442,84400%$363.5K$366.7K+$3.2K2026-10-22
Abound Wealth Management
INCREASED2,76965+2,704+4160%$8.3K$357.0K+$348.7K2026-10-26
First City Capital Management, Inc.
UNCHANGED2,7442,74400%$350.7K$353.8K+$3.1K2026-10-27
Asset Management One Co., Ltd.
INCREASED2,6971,790+907+51%$228.8K$347.7K+$118.9K2026-10-27
William Mack & Associates, Inc.
DECREASED2,6722,932-260-9%$374.7K$344.5K-$30.2K2026-10-27
Archford Capital Strategies, LLC
NEW2,667—+2,667——$343.8K—2026-10-19
Signature Equity Partners, LLC
INCREASED2,6401,977+663+34%$252.6K$340.4K+$87.7K2026-10-29
SkyOak Wealth, LLC
UNCHANGED2,4982,49800%$319.2K$322.1K+$2.8K2026-10-28
Quadrant Private Wealth Management, LLC
DECREASED2,4904,990-2,500-50%$637.7K$321.0K-$316.7K2026-11-04
Evanson Financial, LLC
UNCHANGED2,4622,46200%$314.7K$317.4K+$2.8K2026-10-23
Courier Capital LLC
NEW2,452—+2,452——$316.1K—2026-10-19
Directional Asset Management
INCREASED2,4372,117+320+15%$270.6K$314.2K+$43.6K2026-10-22
CWA Asset Management Group, LLC
DECREASED2,4322,942-510-17%$376.0K$313.6K-$62.5K2026-10-19
Woodard & Co Asset Management Group Inc
INCREASED2,4252,422+3+0%$309.6K$312.7K+$3.1K2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED2,4092,40900%$307.9K$310.6K+$2.7K2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,4072,40700%$307.6K$310.3K+$2.7K2026-10-23
James Reed Financial Services, Inc.
UNCHANGED2,3812,38100%$304.3K$307.0K+$2.7K2026-10-26
Balefire, LLC
DECREASED2,3442,934-590-20%$375.0K$302.2K-$72.8K2026-10-09
Heritage Wealth Management, Inc.
UNCHANGED2,3402,34000%$299.1K$301.7K+$2.6K2026-10-28
SteelPeak Wealth, LLC
DECREASED2,3293,949-1,620-41%$504.7K$300.3K-$204.3K2026-10-16
Innovative Wealth Building LLC
INCREASED2,3221,864+458+25%$238.2K$299.4K+$61.2K2026-10-14
Sicart Associates LLC
UNCHANGED2,3132,31300%$295.6K$289.2K-$6.4K2026-10-29
Motive Wealth Advisors
DECREASED2,2882,368-80-3%$302.7K$295.0K-$7.7K2026-10-26
Brighton Jones LLC
INCREASED2,2502,207+43+2%$282.1K$290.1K+$7.9K2026-11-03
Lockerman Financial Group, Inc.
DECREASED2,2432,483-240-10%$317.3K$289.2K-$28.1K2026-10-19
CWC Advisors, Llc.
INCREASED2,2352,168+67+3%$277.1K$288.2K+$11.1K2026-10-15
Amplius Wealth Advisors, LLC
DECREASED2,2212,225-40%$284.3K$286.3K+$2.0K2026-10-20
Krilogy Financial LLC
DECREASED2,1542,277-123-5%$291.0K$281.9K-$9.1K2026-10-13
PDS Planning, Inc
NEW2,144—+2,144——$276.4K—2026-11-03
Jacobs & Co
UNCHANGED2,1002,10000%$268$270+$22026-10-09
Northbridge Financial Group, LLC
DECREASED2,0942,375-281-12%$303.5K$278.5K-$25.0K2026-11-05
Tannin Capital LLC
DECREASED2,0872,287-200-9%$292.3K$269.1K-$23.2K2026-11-05
Cape Investment Advisory, Inc.
DECREASED2,0802,179-99-5%$278.4K$268.1K-$10.3K2026-10-13
Kroeger Financial Partners
UNCHANGED2,0692,06900%$264.4K$266.8K+$2.3K2026-10-19
NTV Asset Management LLC
UNCHANGED2,0242,02400%$258.7K$261.0K+$2.3K2026-10-23
Integrated Advisors Network LLC
DECREASED2,0152,478-463-19%$316.7K$259.8K-$56.9K2026-10-20
Philadelphia Trust Co
UNCHANGED2,0002,00000%$256.0K$258-$255.7K2026-11-05
Everett Harris & Co
UNCHANGED2,0002,00000%$255.6K$257.9K+$2.2K2026-10-28
Kanawha Capital Management LLC
INCREASED1,9991,998+1+0%$255.4K$257.7K+$2.4K2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED1,9951,99500%$255.0K$257.2K+$2.2K2026-10-30
PUREfi Wealth, LLC
UNCHANGED1,9861,98600%$253.8K$256.1K+$2.2K2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED1,9801,98000%$253.0K$255.3K+$2.2K2026-10-13
North Star Investment Management Corp.
INCREASED1,9761,770+206+12%$226.2K$254.7K+$28.5K2026-10-27
Armstrong Advisory Group, Inc
INCREASED1,9721,300+672+52%$166.2K$254.2K+$88.1K2026-10-09
AlphaStar Capital Management, LLC
DECREASED1,9691,986-17-1%$253.8K$253.8K+$82026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED1,9621,96200%$248.3K$253.0K+$4.7K2026-10-09
Foundation Wealth Management, LLC
DECREASED1,9612,552-591-23%$326.2K$252.8K-$73.3K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED1,9511,773+178+10%$226.6K$251.5K+$24.9K2026-10-21
Unique Wealth, LLC
UNCHANGED1,9401,94000%$248.0K$250.1K+$2.2K2026-10-16
Horst & Graben Wealth Management LLC
UNCHANGED1,9391,93900%$245.4K$250.0K+$4.6K2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED1,9361,93600%$247.4K$249.6K+$2.2K2026-11-02
Ascentis Wealth Management, LLC
NEW1,926—+1,926——$248.3K—2026-11-03
Eastern Bank
DECREASED1,9153,309-1,394-42%$422.9K$246.9K-$176.0K2026-10-05
Nottingham Advisors, Inc.
UNCHANGED1,8941,89400%$232.9K$245.1K+$12.2K2026-10-29
Occidental Asset Management, LLC
UNCHANGED1,8651,86500%$238.4K$240.5K+$2.1K2026-11-05
Gordian Advisors LLC
UNCHANGED1,8281,82800%$233.6K$235.7K+$2.0K2026-10-30
Angeles Wealth Management, LLC
UNCHANGED1,8191,81900%$232.5K$234.5K+$2.0K2026-10-26
HMS Capital Management, LLC
NEW1,818—+1,818——$234.4K—2026-10-20
Abel Hall, LLC
UNCHANGED1,8161,81600%$232.1K$234.1K+$2.0K2026-10-19
Roxbury Financial LLC
INCREASED1,8101,808+2+0%$231.1K$233.4K+$2.3K2026-10-01
180 Wealth Advisors, LLC
UNCHANGED1,8101,81000%$231.4K$233.4K+$2.0K2026-11-03
Alterna Wealth Management, Inc
NEW1,788—+1,788——$230.5K—2026-10-27
Sather Financial Group Inc
NEW1,784—+1,784——$230.0K—2026-10-30
Kingsman Wealth Management, Inc.
NEW1,781—+1,781——$229.7K—2026-10-13
Trellis Wealth Advisors LLC
INCREASED1,7771,775+2+0%$226.9K$229.2K+$2.2K2026-10-19
Clearwave Capital, LLC
DECREASED1,7641,826-62-3%$233.4K$227.5K-$5.9K2026-10-27
Aurora Private Wealth, Inc.
DECREASED1,7621,856-94-5%$237.0K$227-$236.8K2026-10-20
Essex Bank
NEW1,760—+1,760——$226.9K—2026-10-16
Simplicity Wealth,LLC
INCREASED1,7461,637+109+7%$209.2K$225.1K+$15.9K2026-10-23
Root Financial Partners, LLC
DECREASED1,7132,190-477-22%$279.9K$220.9K-$59.0K2026-10-21
Old North State Wealth Management, LLC
UNCHANGED1,7001,70000%$217.3K$219.2K+$1.9K2026-10-22
Premier Path Wealth Partners, LLC
UNCHANGED1,6941,69400%$216.5K$218.4K+$1.9K2026-10-16
Quantum Financial Planning Services, Inc.
UNCHANGED1,6911,69100%$216.1K$218.0K+$1.9K2026-10-14
Elevatus Welath Management
UNCHANGED1,6901,69000%$216.0K$217.9K+$1.9K2026-10-19
Sylvest Advisors, LLC
DECREASED1,6832,002-319-16%$255.9K$217.0K-$38.9K2026-10-26
Trust Co of Vermont
INCREASED1,6801,601+79+5%$204.6K$216.6K+$12.0K2026-10-21
Murphy & Mullick Capital Management Corp
UNCHANGED1,6801,68000%$214.7K$216.6K+$1.9K2026-11-02
Accredited Investors Inc.
UNCHANGED1,6761,67600%$214.2K$216.1K+$1.9K2026-11-03
Brady Martz Wealth Solutions, LLC
UNCHANGED1,6631,66300%$212.5K$214.4K+$1.9K2026-11-05
Robertson Stephens Wealth Management, LLC
UNCHANGED1,6121,61200%$206.0K$207.8K+$1.8K2026-10-16
Romano Brothers and Company
DECREASED1,6101,656-46-3%$211.7K$207.6K-$4.1K2026-10-22
Pinion Investment Advisors, LLC
DECREASED1,6081,622-14-1%$207.3K$207.3K+$302026-11-04
Schear Investment Advisers, LLC
NEW1,599—+1,599——$206.2K—2026-10-14
Tempo Wealth, LLC
UNCHANGED1,5991,59900%$204.4K$206.2K+$1.8K2026-10-14
Williams Jones Wealth Management, Llc.
NEW1,598—+1,598——$206.0K—2026-11-05
Gen-Wealth Partners Inc
UNCHANGED1,5781,57800%$201.7K$203.5K+$1.8K2026-11-04
Timonier Family Office, Ltd.
UNCHANGED1,5771,57700%$201.5K$203.3K+$1.8K2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,5751,57500%$201.3K$203.1K+$1.8K2026-10-07
Rossby Financial, LCC
INCREASED1,573213+1,360+639%$27.2K$202.8K+$175.6K2026-11-05
Avalon Capital Management
NEW1,560—+1,560——$201.1K—2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED1,4241,371+53+4%$175.2K$183.6K+$8.4K2026-10-27
Trust Co
INCREASED1,336844+492+58%$107.9K$172.3K+$64.4K2026-10-09
AlphaCore Capital LLC
DECREASED1,3342,694-1,360-50%$344.3K$172.0K-$172.3K2026-11-04
Entrust Financial LLC
UNCHANGED1,3161,31600%$168.2K$169.6K+$1.5K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,3001,30000%$166.2K$167.6K+$1.5K2026-10-21
GoalVest Advisory LLC
DECREASED1,2932,293-1,000-44%$293.1K$166.7K-$126.4K2026-10-02
Creative Capital Management Investments LLC
DECREASED1,2761,298-22-2%$165.9K$164.5K-$1.4K2026-10-28
EverSource Wealth Advisors, LLC
DECREASED1,2411,309-68-5%$167.3K$160.0K-$7.4K2026-11-04
Private Wealth Management Group, LLC
UNCHANGED1,1971,19700%$153.0K$154.3K+$1.3K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED1,1962,389-1,193-50%$305.3K$154.2K-$151.1K2026-11-04
Wagner Wealth Management, LLC
NEW1,156—+1,156——$149.0K—2026-10-21
Arlington Trust Co LLC
UNCHANGED1,1401,14000%$145.7K$147.0K+$1.3K2026-10-20
Central Trust Co
DECREASED1,1361,160-24-2%$148.3K$146.5K-$1.8K2026-11-05
Evolution Wealth Management Inc.
INCREASED1,016976+40+4%$124.7K$131.0K+$6.3K2026-10-28
Triumph Capital Management
INCREASED1,006216+790+366%$27.7K$129.7K+$102.0K2026-10-14
Peachtree Investment Partners, LLC
UNCHANGED1,0001,00000%$127.8K$128.9K+$1.1K2026-11-05
Asset Dedication, LLC
INCREASED987970+17+2%$123.9K$127.2K+$3.3K2026-11-03
Archer Investment Corp
UNCHANGED90990900%$116.2K$117.2K+$1.0K2026-11-05
Maryland Capital Advisors Inc.
UNCHANGED89889800%$114.8K$115.8K+$1.0K2026-10-15
Hoese & Co LLP
UNCHANGED82282200%$105.1K$106.0K+$9212026-10-21
Phillips Financial Management, LLC
UNCHANGED79279200%$101.2K$102.1K+$8872026-10-19
Key FInancial Inc
UNCHANGED79179100%$101.1K$102.0K+$8862026-11-02
Independence Bank of Kentucky
INCREASED757441+316+72%$56.4K$97.6K+$41.2K2026-10-26
Acumen Wealth Advisors, LLC
NEW755—+755——$97.3K—2026-11-05
Adirondack Trust Co
UNCHANGED71471400%$91.3K$92.1K+$8002026-10-14
Concord Wealth Partners
DECREASED678844-166-20%$107.9K$87.4K-$20.5K2026-11-02
Mather Group, Llc.
DECREASED667677-10-1%$86.5K$86.0K-$5312026-10-14
Larson Financial Group LLC
UNCHANGED66766700%$85.2K$86.0K+$8042026-11-05
Financial Perspectives, Inc
UNCHANGED65765700%$84.0K$84.7K+$7362026-11-03
Owl Creek Wealth Partners LLC
INCREASED655654+1+0%$83.6K$84.5K+$8282026-10-20
Sfam, LLC
DECREASED648726-78-11%$92.8K$83.5K-$9.2K2026-11-03
Next Level Wealth Planning, LLC
NEW630—+630——$81.2K—2026-10-29
Jacobi Capital Management LLC
NEW622—+622——$80.1K—2026-11-05
GGM Financial LLC
DECREASED606631-25-4%$80.7K$78.1K-$2.6K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED59059000%$75.3K$76.0K+$6602026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED589689-100-15%$88.1K$75.9K-$12.1K2026-10-30
Hager Investment Management Services, LLC
DECREASED566736-170-23%$94.1K$73.0K-$21.1K2026-11-04
Tompkins Financial Corp
UNCHANGED54254200%$69.3K$69.9K+$6072026-10-05
Jnba Financial Advisors
DECREASED539594-55-9%$75.9K$69.5K-$6.4K2026-11-03
Newton One Investments LLC
DECREASED530555-25-4%$70.9K$68.3K-$2.6K2026-10-14
City State Bank
UNCHANGED50050000%$63.9K$64.5K+$5602026-10-20
Indiana Trust & Investment Management Co
UNCHANGED50050000%$63.9K$64.5K+$5602026-10-22
Avion Wealth
UNCHANGED47247200%$60.0K$60-$59.9K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED43743700%$55.9K$56.5K+$5522026-11-02
Catherine Avery Investment Management LLC
UNCHANGED43543500%$55.6K$56.1K+$4882026-10-14
Provenance Wealth Advisors, LLC
NEW407—+407——$52.5K—2026-10-30
Center for Financial Planning, Inc.
INCREASED40691+315+346%$11.6K$52.3K+$40.7K2026-10-26
Biltmore Family Office, LLC
NEW389—+389——$50.2K—2026-11-03
Proathlete Wealth Management LLC
UNCHANGED38038000%$48.6K$49.0K+$4262026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED37537500%$47.9K$48.3K+$4202026-10-28
Spire Wealth Management
DECREASED360475-115-24%$60.7K$46.4K-$14.3K2026-10-30
RMG Wealth Management LLC
NEW352—+352——$43.5K—2026-10-26
West Paces Advisors Inc.
UNCHANGED34534500%$44.1K$44.5K+$3872026-10-13
Global Trust Asset Management, LLC
UNCHANGED30030000%$38.3K$38.7K+$3362026-10-19
Farmers & Merchants Investments Inc
UNCHANGED30030000%$38.3K$38.7K+$3362026-10-22
Cullen T Bankers, Inc.
DECREASED283287-4-1%$36.7K$36.5K-$1802026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED27127100%$34.6K$34.9K+$3042026-10-23
Advantage Trust Co
UNCHANGED26826800%$34.3K$34.6K+$3002026-10-19
Midwest Capital Advisors, LLC
NEW264—+264——$34.0K—2026-11-04
EPG Wealth Management LLC
UNCHANGED25925900%$33.1K$33.4K+$2902026-11-03
Cdkv Holdings LLC
DECREASED248328-80-24%$41.9K$32.0K-$9.9K2026-10-28
Westside Investment Management, Inc.
UNCHANGED24524500%$31.3K$31.6K+$2752026-11-02
Mycio Wealth Partners, LLC
DECREASED2442,576-2,332-91%$329.3K$31.5K-$297.8K2026-11-04
Downshift Financial, LLC
UNCHANGED21721700%$27.7K$28.0K+$2432026-10-13
Nfsg Corp
DECREASED213691-478-69%$88.3K$27.5K-$60.8K2026-10-15
Yankcom Partnership
UNCHANGED18918900%$24.2K$24.4K+$2122026-10-15
DecisionPoint Financial, LLC
UNCHANGED18118100%$22.9K$23.4K+$5182026-10-27
First Pacific Financial
INCREASED180179+1+1%$22.9K$23.1K+$2262026-10-14
Bayban
UNCHANGED17317300%$22.1K$22.1K$02026-11-05
Central Pacific Bank - Trust Division
DECREASED156162-6-4%$20.7K$20.1K-$5922026-10-06
Meriwether Wealth & Planning, LLC
NEW155—+155——$20.0K—2026-10-13
Capital Investment Counsel, Inc
NEW152—+152——$19.6K—2026-10-20
Eukles Asset Management
UNCHANGED12012000%$15.3K$15.5K+$1352026-11-04
Harbor Investment Advisory, LLC
UNCHANGED11811800%$15.1K$15.2K+$1322026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED11211200%$14.3K$14.4K+$1252026-10-27
Lodestone Wealth Management LLC
UNCHANGED11011000%$14.1K$14.2K+$1232026-10-14
Montgomery Financial Services LLC
NEW103—+103——$13.3K—2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED929200%$11.8K$11.9K+$1112026-11-02
Bfsg, LLC
UNCHANGED808000%$10.2K$10.3K+$902026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED7478-4-5%$10.0K$9.5K-$4282026-10-19
Carolina Wealth Advisors, LLC
NEW72—+72——$9.3K—2026-10-23
Toth Financial Advisory Corp
NEW70—+70——$9.0K—2026-10-08
Halbert Hargrove Global Advisors, LLC
DECREASED701,344-1,274-95%$171.8K$9.1K-$162.8K2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED707000%$8.9K$9.0K+$782026-10-28
MassMutual Private Wealth & Trust, FSB
NEW67—+67——$8.6K—2026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED646400%$8.2K$8.3K+$722026-10-23
Physician Wealth Advisors, Inc.
INCREASED6022+38+173%$2.8K$7.7K+$4.9K2026-10-20
Pension & Wealth Management Advisors, Inc.
UNCHANGED555500%$7.1K$7.1K+$622026-10-16
Nova Financial LLC
NEW54—+54——$6.9K—2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED444400%$5.6K$5.7K+$492026-11-04
Ascentis Independent Advisors
NEW43—+43——$6.2K—2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED414100%$5.3K$5.3K+$462026-10-15
Clark Wealth Partners
UNCHANGED414100%$5.2K$5.3K+$462026-10-19
Brown, Lisle Ings, Inc.
UNCHANGED404000%$5.1K$5.2K+$452026-10-16
GK Wealth Management LLC
NEW38—+38——$4.9K—2026-10-09
Silver Grove Financial Group, Inc.
NEW35—+35——$4.5K—2026-11-05
Duncker Streett & Co Inc
UNCHANGED343400%$4.3K$4.4K+$382026-10-27
Signature Resources Capital Management, LLC
DECREASED3266-34-52%$8.4K$4.1K-$4.3K2026-10-16
RHL Group, LLC
NEW25—+25——$3.2K—2026-11-04
Oakworth Capital, Inc.
UNCHANGED222200%$2.8K$2.8K+$522026-10-26
IMG Wealth Management, Inc.
NEW20—+20——$2.6K—2026-10-27
High Note Wealth, LLC
NEW18—+18——$2.3K—2026-10-27
Cordgrass Capital Advisors, LLC
UNCHANGED151500%$1.9K$1.9K+$172026-10-30
Harbor Asset Planning, Inc.
UNCHANGED141400%$1.8K$1.8K+$182026-10-23
Morton Brown Family Wealth, LLC
NEW7—+7——$903—2026-10-23
Register Financial Advisors LLC
UNCHANGED3300%$383$387+$42026-10-23
Prairie Wealth Advisors, Inc.
NEW0—0——$236.0K—2026-10-29
Providence First Trust Co
CLOSED044,089-44,089-100%$5.6M$0-$5.6M2026-11-02
Shikiar Asset Management Inc
CLOSED023,500-23,500-100%$3.0M$0-$3.0M2026-10-20
World Equity Group, Inc.
CLOSED05,673-5,673-100%$725.1K$0-$725.1K2026-10-14
N10 Wealth, LLC
CLOSED04,675-4,675-100%$597.5K$0-$597.5K2026-10-14
Flaharty Asset Management, LLC
CLOSED03,917-3,917-100%$488.6K$0-$488.6K2026-11-02
E6 Portfolios, LLC
CLOSED03,678-3,678-100%$470.1K$0-$470.1K2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
CLOSED03,218-3,218-100%$411.3K$0-$411.3K2026-11-02
Univest Financial Corp
CLOSED02,742-2,742-100%$350.4K$0-$350.4K2026-11-05
Newport Capital Group, LLC
CLOSED02,477-2,477-100%$316.7K$0-$316.7K2026-10-16
Altfest L J & Co Inc
CLOSED02,403-2,403-100%$307.1K$0-$307.1K2026-10-27
Madrona Financial Services, LLC
CLOSED02,392-2,392-100%$305.7K$0-$305.7K2026-10-23
Convergence Financial, LLC
CLOSED02,178-2,178-100%$278.4K$0-$278.4K2026-10-27
Independent Financial Group, LLC
CLOSED01,981-1,981-100%$253.2K$0-$253.2K2026-10-13
Triad Wealth Partners, LLC
CLOSED01,969-1,969-100%$245.1K$0-$245.1K2026-10-26
Snider Financial Group
CLOSED01,948-1,948-100%$249.0K$0-$249.0K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01,819-1,819-100%$232.5K$0-$232.5K2026-10-14
Firestone Capital Management
CLOSED01,777-1,777-100%$227.1K$0-$227.1K2026-11-03
Symphony Financial, Ltd. Co.
CLOSED01,697-1,697-100%$214.6K$0-$214.6K2026-10-22
MCF Advisors LLC
CLOSED0963-963-100%$123.1K$0-$123.1K2026-10-28
Salem Investment Counselors Inc
CLOSED0511-511-100%$65.3K$0-$65.3K2026-10-13
Coastline Trust Co
CLOSED0475-475-100%$60.7K$0-$60.7K2026-10-01
Vermillion Wealth Management, Inc.
CLOSED0412-412-100%$52.7K$0-$52.7K2026-10-26
Investment Research & Advisory Group, Inc.
CLOSED0205-205-100%$26.2K$0-$26.2K2026-10-19
Cornerstone Planning Group LLC
CLOSED0187-187-100%$23.3K$0-$23.3K2026-10-16
New England Capital Financial Advisors LLC
CLOSED0150-150-100%$19.2K$0-$19.2K2026-11-03
Gill Capital Partners, LLC
CLOSED0111-111-100%$14.1K$0-$14.1K2026-10-13
Evermay Wealth Management LLC
CLOSED086-86-100%$11.0K$0-$11.0K2026-11-05
Brooklyn FI, LLC
CLOSED079-79-100%$9.8K$0-$9.8K2026-11-05
Obsidian CIO, LLC
CLOSED065-65-100%$8.3K$0-$8.3K2026-11-05
CGC Financial Services, LLC
CLOSED055-55-100%$7.0K$0-$7.0K2026-10-13
LifeSteps Financial, Inc.
CLOSED045-45-100%$5.8K$0-$5.8K2026-10-15
Olistico Wealth, LLC
CLOSED044-44-100%$5.6K$0-$5.6K2026-10-05
Commonwealth Retirement Investments LLC
CLOSED016-16-100%$2.0K$0-$2.0K2026-10-26
Rakuten Securities, Inc.
CLOSED010-10-100%$1.3K$0-$1.3K2026-11-02
Pillar Financial Advisors, LLC
CLOSED03-3-100%$384$0-$3842026-10-21
Bank of America Corp
N/A—75,510,712-75,510,712-100%$9.7B———
UBS Group AG
N/A—29,798,193-29,798,193-100%$3.8B———
LPL Financial LLC
N/A—17,043,233-17,043,233-100%$2.2B———
Morgan Stanley
N/A—10,112,210-10,112,210-100%$1.3B———
Cetera Investment Advisers
N/A—9,549,145-9,549,145-100%$1.2B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,666,238-5,666,238-100%$724.2M———
Envestnet Asset Management Inc
N/A—5,410,693-5,410,693-100%$691.5M———
Wells Fargo & Company
N/A—4,492,677-4,492,677-100%$574.2M———
UBS Asset Management Americas LLC
N/A—4,253,714-4,253,714-100%$543.7M———
Ameriprise Financial Inc
N/A—3,510,147-3,510,147-100%$449.0M———
Sequoia Financial Advisors, LLC
N/A—3,426,943-3,426,943-100%$438.0M———
Raymond James Financial Inc
N/A—3,179,933-3,179,933-100%$406.4M———
Janney Montgomery Scott LLC
N/A—2,060,897-2,060,897-100%$263.4M———
SageView Advisory Group, LLC
N/A—1,931,426-1,931,426-100%$246.9M———
Jones Financial Companies Lllp
N/A—1,927,184-1,927,184-100%$235.3M———
HighTower Advisors, LLC
N/A—1,865,989-1,865,989-100%$238.5M———
Jabodon PT Co
N/A—1,708,907-1,708,907-100%$218.4M———
Nomura Asset Management International Inc.
N/A—1,674,624-1,674,624-100%$214.0M———
Equitable Holdings, Inc.
N/A—1,575,282-1,575,282-100%$193.6M———
Osaic Holdings, Inc.
N/A—1,455,258-1,455,258-100%$186.0M———
Pathstone Holdings, LLC
N/A—1,386,338-1,386,338-100%$177.2M———
Cerity Partners LLC
N/A—1,266,738-1,266,738-100%$161.9M———
Cresset Asset Management, LLC
N/A—1,255,576-1,255,576-100%$160.5M———
Royal Bank of Canada
N/A—1,226,410-1,226,410-100%$156.7M———
Beacon Pointe Advisors, LLC
N/A—1,190,589-1,190,589-100%$152.2M———
Quent Capital, LLC
N/A—1,119,968-1,119,968-100%$143.1M———
Goldman Sachs Group Inc
N/A—1,097,771-1,097,771-100%$140.3M———
Prudential Financial Inc
N/A—1,072,320-1,072,320-100%$137.1M———
JPMorgan Chase & Co
N/A—989,491-989,491-100%$124.2M———
PNC Financial Services Group, Inc.
N/A—957,966-957,966-100%$122.4M———
Rockefeller Capital Management L.P.
N/A—764,316-764,316-100%$97.7M———
Silvercrest Asset Management Group LLC
N/A—683,725-683,725-100%$87.4M———
SCS Capital Management LLC
N/A—638,200-638,200-100%$81.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—553,037-553,037-100%$70.7M———
Wealthquest Corp
N/A—525,384-525,384-100%$67.1M———
Captrust Financial Advisors
N/A—524,846-524,846-100%$67.1M———
CIBC Bancorp USA Inc.
N/A—518,038-518,038-100%$66.2M———
Citizens & Northern Corp
N/A—462,175-462,175-100%$59.1M———
NewEdge Advisors, LLC
N/A—440,091-440,091-100%$56.2M———
Stephens Inc
N/A—437,676-437,676-100%$55.9M———
Commerce Bank
N/A—419,053-419,053-100%$53.6M———
Snowden Capital Advisors LLC
N/A—417,425-417,425-100%$53.4M———
One Capital Management, LLC
N/A—416,362-416,362-100%$45.7M———
Kinetic Wealth Investment Advisors LLC
N/A—409,654-409,654-100%$52.4M———
Mariner, LLC
N/A—396,131-396,131-100%$50.6M———
Tiaa Trust, National Association
N/A—382,105-382,105-100%$48.8M———
Wealthspire Retirement, LLC
N/A—352,091-352,091-100%$45.0M———
Clearstead Advisors, LLC
N/A—347,785-347,785-100%$44.5M———
First National Bank of Omaha
N/A—344,539-344,539-100%$43.2M———
Tolleson Wealth Management, Inc.
N/A—340,015-340,015-100%$43.5M———
Atlantic Union Bankshares Corp
N/A—331,269-331,269-100%$42.3M———
Pacific Life Fund Advisors LLC
N/A—319,951-319,951-100%$40.9M———
MML Investors Services, LLC
N/A—308,934-308,934-100%$39.5M———
Windward Private Wealth Management Inc.
N/A—307,150-307,150-100%$39.3M———
M&T Bank Corp
N/A—303,485-303,485-100%$38.8M———
Haverford Trust Co
N/A—263,796-263,796-100%$33.7M———
Nicolet Bankshares Inc
N/A—262,461-262,461-100%$33.5M———
Glenmede Trust Co NA
N/A—251,667-251,667-100%$32.2M———
Advisors Capital Management, LLC
N/A—233,717-233,717-100%$29.9M———
&partners
N/A—222,661-222,661-100%$28.5M———
Global Retirement Partners, LLC
N/A—220,568-220,568-100%$28.2M———
Arrowroot Family Office, LLC
N/A—218,720-218,720-100%$28.0M———
Condor Capital Management
N/A—212,590-212,590-100%$27.2M———
Stifel Financial Corp
N/A—205,056-205,056-100%$26.2M———
Cambridge Associates LLC
N/A—201,440-201,440-100%$25.7M———
Elite Financial, Inc.
N/A—191,337-191,337-100%$24.5M———
Natixis Advisors, LLC
N/A—183,056-183,056-100%$23.4M———
Evergreen Wealth Partners LLC
N/A—175,655-175,655-100%$22.5M———
Arax Advisory Partners
N/A—173,096-173,096-100%$22.1M———
AQR Capital Management LLC
N/A—172,992-172,992-100%$22.1M———
BTG Pactual Asset Management US LLC
N/A—170,312-170,312-100%$20.8M———
Zhang Financial LLC
N/A—163,754-163,754-100%$20.9M———
Baird Financial Group, Inc.
N/A—161,453-161,453-100%$20.6M———
HBK Sorce Advisory LLC
N/A—153,933-153,933-100%$19.6M———
Yarger Wealth Strategies, LLC
N/A—149,434-149,434-100%$19.1M———
Northwestern Mutual Wealth Management Co
N/A—146,567-146,567-100%$18.7M———
Brand Asset Management Group, Inc.
N/A—143,960-143,960-100%$18.4M———
Integrated Investment Consultants, LLC
N/A—141,500-141,500-100%$17.5M———
Tower Research Capital LLC (TRC)
N/A—136,186-136,186-100%$17.4M———
Quantinno Capital Management LP
N/A—133,733-133,733-100%$17.1M———
FMR LLC
N/A—131,359-131,359-100%$16.8M———
Vance Wealth, LLC
N/A—129,574-129,574-100%$16.6M———
Connable Office Inc
N/A—129,027-129,027-100%$16.5M———
Spartan Wealth Advisory Services LLC
N/A—127,354-127,354-100%$16.3M———
O'shaughnessy Asset Management, LLC
N/A—125,786-125,786-100%$16.1M———
FourThought Financial Partners, LLC
N/A—121,814-121,814-100%$15.6M———
Private Advisor Group, LLC
N/A—119,994-119,994-100%$15.3M———
Alliancebernstein L.P.
N/A—119,867-119,867-100%$13.1M———
Mutual Advisors, LLC
N/A—119,611-119,611-100%$15.3M———
BFC Planning, Inc.
N/A—118,444-118,444-100%$15.1M———
Advisors Preferred, LLC
N/A—115,590-115,590-100%$14.4M———
Strategic Financial Partners, Ltd.
N/A—114,087-114,087-100%$14.6M———
IEQ Capital, LLC
N/A—110,723-110,723-100%$14.2M———
Savvy Advisors, Inc.
N/A—110,114-110,114-100%$14.1M———
WIN Advisors, Inc
N/A—109,333-109,333-100%$14.0M———
Sanctuary Advisors, LLC
N/A—109,326-109,326-100%$14.0M———
Aptus Capital Advisors, LLC
N/A—108,089-108,089-100%$13.8M———
Savant Capital, LLC
N/A—96,443-96,443-100%$11.5M———
Smartleaf Asset Management LLC
N/A—96,303-96,303-100%$12.1M———
IFG Advisory, LLC
N/A—93,864-93,864-100%$12.0M———
BlackRock, Inc.
N/A—90,731-90,731-100%$11.6M———
Klingenstein Fields & Co LP
N/A—85,623-85,623-100%$10.9M———
Gross & Hartman Investments LLC
N/A—85,208-85,208-100%$10.9M———
Cary Street Partners Financial LLC
N/A—84,131-84,131-100%$10.8M———
Prime Buchholz LLC
N/A—81,288-81,288-100%$10.4M———
Pinnacle Financial Partners, Inc.
N/A—80,178-80,178-100%$10.2M———
Great Valley Advisor Group, Inc.
N/A—79,007-79,007-100%$10.1M———
Safe Harbor Family Capital, LLC
N/A—74,831-74,831-100%$9.6M———
Cascade Wealth Advisors, Inc
N/A—73,840-73,840-100%$9.5M———
Accretive Wealth Partners, LLC
N/A—72,628-72,628-100%$9.3M———
Mercer Global Advisors Inc
N/A—72,285-72,285-100%$9.2M———
Integrated Wealth Concepts LLC
N/A—69,948-69,948-100%$8.9M———
Empire Life Investments Inc.
N/A—63,570-63,570-100%$8.1M———
Nicholson Meyer Capital Management, Inc.
N/A—62,098-62,098-100%$7.9M———
Westfuller Advisors, LLC
N/A—60,500-60,500-100%$7.7M———
World Investment Advisors
N/A—59,831-59,831-100%$7.6M———
MAI Capital Management
N/A—59,536-59,536-100%$7.6M———
Swan Capital LLC
N/A—58,509-58,509-100%$7.5M———
Kingsview Wealth Management, LLC
N/A—57,037-57,037-100%$7.3M———
Merit Financial Group, LLC
N/A—56,826-56,826-100%$7.3M———
Legacy Edge Advisors, LLC
N/A—56,595-56,595-100%$7.2M———
Bank of Montreal
N/A—56,390-56,390-100%$7.2M———
Johnson Investment Counsel Inc
N/A—55,408-55,408-100%$7.1M———
Cofg Advisors, LLC
N/A—55,195-55,195-100%$7.1M———
Fidelis Capital Partners, LLC
N/A—53,991-53,991-100%$6.9M———
Golden Road Advisors LLC
N/A—53,797-53,797-100%$6.9M———
Guardian Wealth Advisors, LLC / NC
N/A—53,629-53,629-100%$6.9M———
Moneta Group Investment Advisors LLC
N/A—51,448-51,448-100%$6.6M———
Cozad Asset Management Inc
N/A—51,089-51,089-100%$6.5M———
Tiaa Wealth Investment Management LLC
N/A—49,502-49,502-100%$6.2M———
GTS Securities LLC
N/A—46,922-46,922-100%$6.0M———
Continuum Advisory, LLC
N/A—44,929-44,929-100%$5.7M———
Zacks Investment Management
N/A—43,669-43,669-100%$5.6M———
D. E. Shaw & Co., Inc.
N/A—43,588-43,588-100%$5.6M———
Brown Advisory Inc
N/A—42,790-42,790-100%$5.5M———
Steward Partners Investment Advisory, LLC
N/A—41,861-41,861-100%$5.4M———
Money Concepts Capital Corp
N/A—40,478-40,478-100%$5.2M———
TAGStone Capital, Inc.
N/A—39,514-39,514-100%$5.1M———
Adapt Wealth Advisors, LLC
N/A—39,025-39,025-100%$5.0M———
Legacy Financial Advisors, Inc.
N/A—37,902-37,902-100%$4.8M———
Renaissance Technologies LLC
N/A—37,000-37,000-100%$4.7M———
Callan Family Office, LLC
N/A—36,531-36,531-100%$4.7M———
Baker Avenue Asset Management, LP
N/A—34,681-34,681-100%$4.4M———
Ballentine Partners, LLC
N/A—33,835-33,835-100%$4.3M———
WFA of San Diego, LLC
N/A—33,135-33,135-100%$4.3M———
Portfolio Strategies, Inc.
N/A—32,910-32,910-100%$4.2M———
Brown Brothers Harriman & Co
N/A—32,465-32,465-100%$4.1M———
Spectrum Investment Advisors, Inc.
N/A—32,137-32,137-100%$4.1M———
Jane Street Group, LLC
N/A—31,006-31,006-100%$4.0M———
Maridea Wealth Management LLC
N/A—30,152-30,152-100%$3.9M———
Prosperity Consulting Group, LLC
N/A—30,010-30,010-100%$3.8M———
Focus Partners Wealth
N/A—28,649-28,649-100%$3.7M———
Belpointe Asset Management LLC
N/A—28,068-28,068-100%$3.6M———
Westshore Wealth, LLC
N/A—27,465-27,465-100%$3.5M———
Western Wealth Management, LLC
N/A—26,545-26,545-100%$3.4M———
Operose Advisors LLC
N/A—26,010-26,010-100%$3.3M———
Silver OAK Securities, Incorporated
N/A—25,980-25,980-100%$3.3M———
Main Street Financial Solutions, LLC
N/A—25,597-25,597-100%$3.3M———
Fisher Asset Management, LLC
N/A—25,558-25,558-100%$3.3M———
M3 Advisory Group, LLC
N/A—25,140-25,140-100%$3.2M———
Inspire Advisors, LLC
N/A—25,092-25,092-100%$3.2M———
Stratos Wealth Partners, Ltd.
N/A—25,068-25,068-100%$3.2M———
Principal Securities, Inc.
N/A—24,902-24,902-100%$3.2M———
Ethos Financial Group, LLC
N/A—24,555-24,555-100%$2.9M———
NewEdge Wealth, LLC
N/A—24,262-24,262-100%$3.1M———
Summit Financial, LLC
N/A—23,858-23,858-100%$3.0M———
Wealthspire Advisors, LLC
N/A—22,483-22,483-100%$2.9M———
Valtrion Capital Management, LLC
N/A—21,796-21,796-100%$2.8M———
Ameritas Advisory Services, LLC
N/A—21,687-21,687-100%$2.8M———
HSBC Holdings PLC
N/A—21,170-21,170-100%$2.7M———
Castlekeep Investment Advisors LLC
N/A—21,126-21,126-100%$2.7M———
Northern Trust Corp
N/A—20,533-20,533-100%$2.6M———
Ausdal Financial Partners, Inc.
N/A—19,475-19,475-100%$2.5M———
Axis Wealth Partners, LLC
N/A—18,516-18,516-100%$2.4M———
Cvfg LLC
N/A—18,409-18,409-100%$2.4M———
Advisory Services Network, LLC
N/A—18,345-18,345-100%$2.3M———
Harbour Investments, Inc.
N/A—18,333-18,333-100%$2.3M———
Fiduciary Financial Advisors
N/A—18,293-18,293-100%$2.3M———
Shelton Capital Management
N/A—18,199-18,199-100%$2.3M———
Vanguard Advisers Inc
N/A—18,087-18,087-100%$2.3M———
Voya Investment Management LLC
N/A—17,982-17,982-100%$2.3M———
Fiduciary Trust Co
N/A—17,900-17,900-100%$2.3M———
Clarion Wealth Managment Partners, LLC
N/A—17,549-17,549-100%$2.2M———
Fort Sheridan Advisors LLC
N/A—17,521-17,521-100%$2.2M———
Transcend Capital Advisors, LLC
N/A—17,426-17,426-100%$2.2M———
Hershey Financial Advisers, LLC
N/A—17,405-17,405-100%$2.2M———
Thoroughbred Financial Services, LLC
N/A—16,661-16,661-100%$2.1M———
Webster Bank, N. A.
N/A—16,218-16,218-100%$2.1M———
Summit Trail Advisors, LLC
N/A—15,710-15,710-100%$2.0M———
Westview Management dba Westview Investment Advisors
N/A—15,613-15,613-100%$2.0M———
Atlanta Consulting Group Advisors, LLC
N/A—15,347-15,347-100%$2.0M———
Thomasville National Bank
N/A—14,858-14,858-100%$1.9M———
Duncan Williams Asset Management, LLC
N/A—14,322-14,322-100%$1.8M———
Level Four Advisory Services, LLC
N/A—13,991-13,991-100%$1.8M———
Spirepoint Private Client, LLC
N/A—13,904-13,904-100%$1.8M———
Rasp Wealth Solutions, LLC
N/A—13,743-13,743-100%$1.8M———
Checchi Capital Advisers, LLC
N/A—13,666-13,666-100%$1.7M———
United Capital Financial Advisors, LLC
N/A—13,446-13,446-100%$1.7M———
Institute for Wealth Management, Llc.
N/A—13,317-13,317-100%$1.7M———
Curi Capital, LLC
N/A—13,310-13,310-100%$1.7M———
Moors & Cabot, Inc.
N/A—13,005-13,005-100%$1.7M———
Deutsche Bank Ag\
N/A—12,915-12,915-100%$1.7M———
National Philanthropic Trust
N/A—12,901-12,901-100%$1.6M———
Gotham Asset Management, LLC
N/A—12,786-12,786-100%$1.6M———
Arkadios Wealth Advisors
N/A—12,624-12,624-100%$1.6M———
Geneos Wealth Management Inc.
N/A—12,575-12,575-100%$1.6M———
Fortis Capital Advisors, LLC
N/A—12,325-12,325-100%$1.6M———
Financial Alternatives, Inc
N/A—12,225-12,225-100%$1.6M———
Diversified Trust Co
N/A—12,077-12,077-100%$1.5M———
Headlands Technologies LLC
N/A—11,527-11,527-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—10,964-10,964-100%$1.4M———
Coldstream Capital Management Inc
N/A—10,628-10,628-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—10,621-10,621-100%$1.4M———
Resolute Wealth Strategies, LLC
N/A—10,301-10,301-100%$1.3M———
Forum Finance Group S.A.
N/A—10,026-10,026-100%$1.0K———
Bessemer Group Inc
N/A—9,812-9,812-100%$1.3M———
RWA Wealth Partners, LLC
N/A—9,783-9,783-100%$1.3M———
First Manhattan Co. Llc.
N/A—9,699-9,699-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—9,624-9,624-100%$1.2M———
Pgim Custom Harvest LLC
N/A—9,237-9,237-100%$1.2M———
Signal Tree Financial Partners LLC
N/A—9,195-9,195-100%$1.2M———
Becker Capital Management Inc
N/A—9,105-9,105-100%$1.2M———
ForthRight Wealth Management, LLC
N/A—9,088-9,088-100%$1.2M———
CreativeOne Wealth, LLC
N/A—9,037-9,037-100%$1.2M———
Brio Consultants, LLC
N/A—8,889-8,889-100%$1.1M———
Rehmann Capital Advisory Group
N/A—8,830-8,830-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—8,610-8,610-100%$1.1M———
EP Wealth Advisors, LLC
N/A—8,512-8,512-100%$1.1M———
GeoWealth Management, LLC
N/A—8,394-8,394-100%$1.1M———
American Money Management, LLC
N/A—8,347-8,347-100%$1.1M———
Capstone Wealth Management, Inc.
N/A—7,988-7,988-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—7,971-7,971-100%$1.0M———
Chevy Chase Trust Holdings, LLC
N/A—7,852-7,852-100%$1.0M———
Robinhood Asset Management, LLC
N/A—7,730-7,730-100%$987.9K———
Waterloo Capital, L.P.
N/A—7,686-7,686-100%$982.4K———
Freedom Investment Management, Inc.
N/A—7,666-7,666-100%$979.8K———
Calydon Capital
N/A—7,633-7,633-100%$975.6K———
Keystone Financial Group
N/A—7,517-7,517-100%$960.7K———
Ponta Wealth Partners, LLC
N/A—7,456-7,456-100%$953.0K———
Franklin Resources Inc
N/A—7,378-7,378-100%$943.0K———
Blair William & Co
N/A—7,078-7,078-100%$904.6K———
Cedar Wealth Management, LLC
N/A—6,894-6,894-100%$881.1K———
Range Advisory, LLC
N/A—6,835-6,835-100%$873.6K———
Petra Financial Advisors Inc
N/A—6,758-6,758-100%$863.8K———
Envestnet Portfolio Solutions, Inc.
N/A—6,687-6,687-100%$854.7K———
HighPoint Advisor Group LLC
N/A—6,678-6,678-100%$853.5K———
TCW Group Inc
N/A—6,665-6,665-100%$851.9K———
Bogart Wealth, LLC
N/A—6,623-6,623-100%$846.5K———
Truepoint, Inc.
N/A—6,567-6,567-100%$839.3K———
Financial Engines Advisors L.L.C.
N/A—6,564-6,564-100%$838.9K———
AE Wealth Management LLC
N/A—6,532-6,532-100%$834.8K———
Vestmark Advisory Solutions, Inc.
N/A—6,378-6,378-100%$815.1K———
EQ LLC
N/A—6,351-6,351-100%$811.7K———
Clare Market Investments LLC
N/A—6,335-6,335-100%$809.7K———
Huntington National Bank
N/A—6,222-6,222-100%$795.2K———
Betterment LLC
N/A—6,151-6,151-100%$786.0K———
Nuveen, LLC
N/A—6,148-6,148-100%$785.8K———
Cura Wealth Advisors, LLC
N/A—6,121-6,121-100%$782.3K———
1832 Asset Management L.P.
N/A—6,043-6,043-100%$772.4K———
Clark Capital Management Group, Inc.
N/A—5,982-5,982-100%$764.6K———
Allworth Financial LP
N/A—5,870-5,870-100%$750.3K———
Paladin Advisory Group, LLC
N/A—5,854-5,854-100%$748.2K———
Foundations Investment Advisors, LLC
N/A—5,736-5,736-100%$733.1K———
Steelhead Wealth Management LLC
N/A—5,695-5,695-100%$727.0K———
IHT Wealth Management, LLC
N/A—5,651-5,651-100%$722.2K———
Ellenbecker Investment Group
N/A—5,481-5,481-100%$700.5K———
Independent Advisor Alliance
N/A—5,402-5,402-100%$690.4K———
Centaurus Financial, Inc.
N/A—5,199-5,199-100%$664.0K———
Vanguard National Trust Co
N/A—5,068-5,068-100%$647.7K———
First Financial Bankshares Inc
N/A—5,053-5,053-100%$645.8K———
Invesco Ltd.
N/A—5,005-5,005-100%$639.7K———
Hilltop Holdings Inc.
N/A—4,903-4,903-100%$626.6K———
JMG Financial Group, Ltd.
N/A—4,836-4,836-100%$618.0K———
Liberty Wealth Management LLC
N/A—4,680-4,680-100%$513.3K———
BOK Financial Private Wealth, Inc.
N/A—4,660-4,660-100%$595.6K———
Wharton Business Group, LLC
N/A—4,660-4,660-100%$595.6K———
Dorsey & Whitney Trust Co LLC
N/A—4,531-4,531-100%$579.1K———
BlueStem Wealth Partners, LLC
N/A—4,340-4,340-100%$554.7K———
Hirtle & Co., LLC
N/A—4,321-4,321-100%$552.3K———
JHP Wealth Management, LLC
N/A—4,133-4,133-100%$528.2K———
New Republic Capital, LLC
N/A—4,120-4,120-100%$526.6K———
Balyasny Asset Management L.P.
N/A—4,119-4,119-100%$526.4K———
Gladstone Institutional Advisory LLC
N/A—4,074-4,074-100%$520.7K———
Private Wealth Asset Management, LLC
N/A—4,048-4,048-100%$517.4K———
Burling Wealth Partners, LLC
N/A—4,045-4,045-100%$517.0K———
Berkshire Asset Management LLC
N/A—3,969-3,969-100%$507.3K———
Capital Analysts, LLC
N/A—3,945-3,945-100%$504.0K———
JPL Wealth Management, LLC
N/A—3,863-3,863-100%$493.7K———
Vanguard Personalized Indexing Management, LLC
N/A—3,804-3,804-100%$486.2K———
Quantbot Technologies LP
N/A—3,756-3,756-100%$480.1K———
Kintra Wealth, LLC
N/A—3,714-3,714-100%$480.5K———
Proficio Capital Partners LLC
N/A—3,705-3,705-100%$473.5K———
Per Stirling Capital Management, Llc.
N/A—3,696-3,696-100%$472.3K———
Elite Life Management LLC
N/A—3,692-3,692-100%$471.0K———
OneDigital Investment Advisors LLC
N/A—3,671-3,671-100%$469.2K———
Composition Wealth, LLC
N/A—3,669-3,669-100%$468.9K———
Rathbones Group PLC
N/A—3,650-3,650-100%$466.5K———
Xcelsior Advisor Partners LLC
N/A—3,643-3,643-100%$465.6K———
HFG Advisors, Inc.
N/A—3,610-3,610-100%$461.4K———
MOR Wealth Management, LLC
N/A—3,595-3,595-100%$459.5K———
Whittier Trust Co
N/A—3,559-3,559-100%$450.4K———
Advyzon Investment Management, LLC
N/A—3,533-3,533-100%$451.6K———
Arvest Bank Trust Division
N/A—3,521-3,521-100%$450.0K———
Trexquant Investment LP
N/A—3,447-3,447-100%$440.6K———
Stratos Wealth Advisors, LLC
N/A—3,418-3,418-100%$437.0K———
CCG Wealth Management, LLC
N/A—3,416-3,416-100%$436.7K———
QRG Capital Management, Inc.
N/A—3,361-3,361-100%$429.6K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,338-3,338-100%$426.7K———
Ancora Advisors LLCA
N/A—3,275-3,275-100%$418.6K———
MWA Asset Management
N/A—3,267-3,267-100%$417.6K———
Waverly Advisors, LLC
N/A—3,261-3,261-100%$416.8K———
IMA Advisory Services, Inc.
N/A—3,244-3,244-100%$414.6K———
Stock Yards Bank & Trust Co
N/A—3,235-3,235-100%$413.4K———
Colter Lewis Investment Partners LLC
N/A—3,196-3,196-100%$408.5K———
Wealthfront Advisers LLC
N/A—3,128-3,128-100%$399.8K———
Alteri Wealth LLC
N/A—3,109-3,109-100%$397.4K———
NorthRock Partners, LLC
N/A—3,082-3,082-100%$394.0K———
Flputnam Investment Management Co
N/A—3,069-3,069-100%$392.2K———
Avant Capital LLC
N/A—2,962-2,962-100%$378.6K———
Nelson Capital Management, LLC
N/A—2,951-2,951-100%$377.2K———
Rialto Wealth Management, LLC
N/A—2,814-2,814-100%$359.7K———
Flow Traders U.S. LLC
N/A—2,795-2,795-100%$357.0K———
Schnieders Capital Management, Llc.
N/A—2,784-2,784-100%$355.8K———
McCartney Wealth Management LLC
N/A—2,771-2,771-100%$354.1K———
Meeder Advisory Services, Inc.
N/A—2,752-2,752-100%$351.7K———
SEI Investments Co
N/A—2,708-2,708-100%$346.1K———
Toews Corp
N/A—2,699-2,699-100%$345.0K———
Russell Investments Group, Ltd.
N/A—2,672-2,672-100%$341.5K———
Perennial Investment Advisors, LLC
N/A—2,535-2,535-100%$324.0K———
Millennium Management LLC
N/A—2,523-2,523-100%$322.5K———
SVB Wealth LLC
N/A—2,483-2,483-100%$317.4K———
Traction Financial Partners, LLC
N/A—2,453-2,453-100%$313.5K———
Rice Partnership, LLC
N/A—2,445-2,445-100%$312.5K———
Quotient Wealth Partners, LLC
N/A—2,444-2,444-100%$312.4K———
Modern Wealth Management, LLC
N/A—2,366-2,366-100%$302.4K———
Valued Retirements, Inc.
N/A—2,356-2,356-100%$301.1K———
MidFirst Bank
N/A—2,334-2,334-100%$298.3K———
Scotia Capital Inc.
N/A—2,327-2,327-100%$297.4K———
Bawa N Mallick Trust
N/A—2,300-2,300-100%$294.0K———
Gentry Private Wealth, LLC
N/A—2,293-2,293-100%$293.1K———
Freestone Capital Holdings, LLC
N/A—2,255-2,255-100%$288.3K———
AssuredPartners Investment Advisors, LLC
N/A—2,252-2,252-100%$287.8K———
Investment Counsel Co of Nevada
N/A—2,241-2,241-100%$286.5K———
Ellevest, Inc.
N/A—2,234-2,234-100%$285.5K———
Essex Financial Services, Inc.
N/A—2,229-2,229-100%$284.9K———
Tidemark, LLC
N/A—2,227-2,227-100%$284.6K———
Evelyn Partners Group Ltd
N/A—2,226-2,226-100%$284.5K———
Vertex Planning Partners, LLC
N/A—2,207-2,207-100%$282.1K———
Camarda Financial Advisors, LLC
N/A—2,177-2,177-100%$278.2K———
KEB Asset Management, LLC
N/A—2,081-2,081-100%$266.0K———
Orion Capital Management LLC
N/A—2,081-2,081-100%$266.0K———
Bluespring Wealth Management, LLC
N/A—2,033-2,033-100%$259.8K———
Citadel Advisors LLC
N/A—1,987-1,987-100%$254.0K———
Evercore Wealth Management, LLC
N/A—1,986-1,986-100%$253.8K———
Prepared Retirement Institute LLC
N/A—1,970-1,970-100%$251.8K———
Crews Bank & Trust
N/A—1,969-1,969-100%$251.7K———
American Capital Management Inc
N/A—1,949-1,949-100%$249.1K———
Clarendon Private LLC
N/A—1,941-1,941-100%$248.0K———
Empirical Asset Management, LLC
N/A—1,898-1,898-100%$242.6K———
Financial Freedom, LLC
N/A—1,897-1,897-100%$242.5K———
Patron Partners, LLC
N/A—1,891-1,891-100%$241.7K———
HM Payson & Co
N/A—1,865-1,865-100%$238.4K———
Caitlin John, LLC
N/A—1,803-1,803-100%$230.4K———
Bartlett & Co. Wealth Management LLC
N/A—1,801-1,801-100%$230.2K———
Rothschild Wealth LLC
N/A—1,764-1,764-100%$225.5K———
Synergy Investment Management, LLC
N/A—1,754-1,754-100%$224.2K———
Bellars Harris Wealth Management, LLC
N/A—1,726-1,726-100%$220.6K———
Founders Financial Alliance, LLC
N/A—1,725-1,725-100%$220.5K———
Great Lakes Advisors, LLC
N/A—1,702-1,702-100%$217.5K———
Aspen Capital Management, LLC
N/A—1,701-1,701-100%$217.4K———
Dakota Wealth Management
N/A—1,678-1,678-100%$214.5K———
Keel Point, LLC
N/A—1,658-1,658-100%$211.9K———
VeraBank, N.A.
N/A—1,645-1,645-100%$210.2K———
Pettyjohn, Wood & White, Inc
N/A—1,641-1,641-100%$209.8K———
Chesapeake Wealth Management
N/A—1,635-1,635-100%$209.0K———
Glassman Wealth Services
N/A—1,616-1,616-100%$206.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,600-1,600-100%$204.5K———
Wellington Grp LLC
N/A—1,580-1,580-100%$173.3K———
Hilltop Partners LLC
N/A—1,576-1,576-100%$201.4K———
Caprock Group, LLC
N/A—1,575-1,575-100%$201.3K———
Cedarwood Wealth LLC
N/A—1,568-1,568-100%$200.4K———
Squarepoint Ops LLC
N/A—1,567-1,567-100%$200.3K———
Transamerica Financial Advisors, LLC
N/A—1,532-1,532-100%$195.8K———
Accent Capital Management, LLC
N/A—1,500-1,500-100%$191.7K———
Hills Bank & Trust Co
N/A—1,449-1,449-100%$185.2K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,302-1,302-100%$142.8K———
Horizon Investments, LLC
N/A—1,261-1,261-100%$161.2K———
Napier Financial, LLC
N/A—1,185-1,185-100%$151.5K———
FWL Investment Management, LLC
N/A—1,175-1,175-100%$150.2K———
HHM Wealth Advisors, LLC
N/A—1,152-1,152-100%$147.2K———
Steigerwald, Gordon & Koch Inc.
N/A—1,054-1,054-100%$134.7K———
Mcguire Capital Advisors Inc
N/A—923-923-100%$118.0K———
Keating Financial Advisory Services, Inc.
N/A—728-728-100%$93.0K———
Cary Street Partners Investment Advisory LLC
N/A—720-720-100%$92.0K———
SHP Wealth Management
N/A—697-697-100%$89.1K———
Godfrey Financial Associates, Inc.
N/A—682-682-100%$87.2K———
Strategic Investment Solutions, Inc.
N/A—679-679-100%$86.7K———
National Bank of Canada
N/A—660-660-100%$84.3K———
WealthShield Partners, LLC
N/A—653-653-100%$83.5K———
Allied Private Wealth LLC
N/A—612-612-100%$76.7K———
Disciplina Capital Management LLC
N/A—560-560-100%$71.6K———
Measured Wealth Private Client Group, LLC
N/A—460-460-100%$58.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—455-455-100%$58.2K———
Johnson Financial Group, Inc.
N/A—443-443-100%$56.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—441-441-100%$56.4K———
Greykasell Wealth Strategies, Inc.
N/A—372-372-100%$47.5K———
Anchor Bay Capital, Inc.
N/A—318-318-100%$40.7K———
Providence Capital Advisors, LLC
N/A—302-302-100%$38.6K———
Consultiva Wealth Management, Corp.
N/A—300-300-100%$38.3K———
FAS Wealth Partners, Inc.
N/A—283-283-100%$36.2K———
Rothschild Investment LLC
N/A—275-275-100%$35.1K———
Atomic Invest LLC
N/A—234-234-100%$29.4K———
Strive Financial Group,LLC
N/A—233-233-100%$29.8K———
Ballast Advisors LLC
N/A—230-230-100%$29.4K———
Glen Eagle Advisors, LLC
N/A—202-202-100%$25.9K———
Oxford Financial Group, Ltd. LLC
N/A—200-200-100%$25.6K———
Nova Wealth Management, Inc.
N/A—189-189-100%$24.2K———
N.E.W. Advisory Services LLC
N/A—128-128-100%$16.4K———
Howe & Rusling Inc
N/A—104-104-100%$13.3K———
Truvestments Capital LLC
N/A—84-84-100%$10.7K———
Mark Sheptoff Financial Planning, LLC
N/A—67-67-100%$8.6K———
Corsicana & Co.
N/A—63-63-100%$8.1K———
Matrix Private Capital Group LLC
N/A—61-61-100%$7.8K———
Hantz Financial Services, Inc.
N/A—58-58-100%$7———
Delos Wealth Advisors, LLC
N/A—53-53-100%$6.8K———
Ameriflex Group, Inc.
N/A—52-52-100%$6.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—49-49-100%$6.3K———
Imprint Wealth LLC
N/A—45-45-100%$5.8K———
Caldwell Sutter Capital, Inc.
N/A—40-40-100%$5.1K———
CNB Bank
N/A—31-31-100%$4.0K———
Anchor Investment Management, LLC
N/A—29-29-100%$3.7K———
Mpwm Advisory Solutions, LLC
N/A—26-26-100%$3.3K———
Copia Wealth Management
N/A—21-21-100%$2.7K———
Centennial Bank
N/A—7-7-100%$895———
Roble, Belko & Company, Inc
N/A—2-2-100%$0———
SOA Wealth Advisors, Llc.
N/A—00—$5———
Showing 1004 of 1004 institutions