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Vanguard Intermediate-Term T (VGIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares22,732,515 from 21,003,636
Change+1,728,879 (+8%)
Value$1.3B (+$49.2M)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares7,212,436 from 6,671,234
Change+541,202 (+8%)
Value$408.7M (+$15.3M)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares6,591,189 from 6,536,465
Change+54,724 (+1%)
Value$373.5M (-$12.1M)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares4,484,719 from 4,196,999
Change+287,720 (+7%)
Value$254.1M (+$6.6M)
Filed 2026-10-14
Foster Group, Inc.
INCREASED
Shares2,945,174 from 2,804,026
Change+141,148 (+5%)
Value$166.9M (+$1.5M)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares2,653,970 from 2,756,549
Change-102,579 (-4%)
Value$150.4M (-$12.2M)
Filed 2026-10-08
Bangor Savings Bank
INCREASED
Shares2,322,605 from 2,296,384
Change+26,221 (+1%)
Value$131.6M (-$3.8M)
Filed 2026-10-06
Tanglewood Wealth Management, Inc.
INCREASED
Shares2,281,247 from 1,026,225
Change+1,255,022 (+122%)
Value$129.3M (+$68.7M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,983,611 from 1,948,930
Change+34,681 (+2%)
Value$112.6M (-$1.6M)
Filed 2026-10-13
First Interstate Bank
DECREASED
Shares1,925,152 from 1,927,652
Change-2,500 (0%)
Value$109.1M (-$4.6M)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares1,910,203 from 1,895,511
Change+14,692 (+1%)
Value$108.2M (-$3.6M)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares1,907,832 from 161,013
Change+1,746,819 (+1085%)
Value$108.1M (+$98.6M)
Filed 2026-10-22
Burney Co/
INCREASED
Shares1,637,048 from 1,522,975
Change+114,073 (+7%)
Value$92.8M (+$2.9M)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares1,599,401 from 1,572,298
Change+27,103 (+2%)
Value$90.6M (-$2.1M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares1,597,051 from 1,578,346
Change+18,705 (+1%)
Value$90.5M (-$2.6M)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares1,524,280 from 1,543,283
Change-19,003 (-1%)
Value$86.4M (-$4.7M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares1,437,865 from 1,734,316
Change-296,451 (-17%)
Value$76.9M (-$16.4M)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,436,960 from 1,489,697
Change-52,737 (-4%)
Value$81.4M (-$6.4M)
Filed 2026-10-22
Hanson & Doremus Investment Management
INCREASED
Shares1,326,479 from 1,288,716
Change+37,763 (+3%)
Value$75.2K (-$75.9M)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares1,253,391 from 1,180,006
Change+73,385 (+6%)
Value$71.0M (+$1.4M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares1,252,507 from 764,919
Change+487,588 (+64%)
Value$71.0M (+$25.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,245,855 from 1,186,483
Change+59,372 (+5%)
Value$70.6K (-$69.9M)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares1,239,418 from 1,186,491
Change+52,927 (+4%)
Value$70.2M (+$246.2K)
Filed 2026-10-21
Retirement Systems of Alabama
DECREASED
Shares1,235,760 from 1,275,570
Change-39,810 (-3%)
Value$70.0M (-$5.2M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares1,134,436 from 987,030
Change+147,406 (+15%)
Value$64.3M (+$6.1M)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,039,099 from 974,352
Change+64,747 (+7%)
Value$58.9M (+$1.4M)
Filed 2026-10-23
Element Pointe Advisors, LLC
NEW
Shares986,067
Change+986,067
Value$55.9M
Filed 2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED
Shares972,947 from 942,378
Change+30,569 (+3%)
Value$55.1M (-$454.3K)
Filed 2026-10-19
Evermay Wealth Management LLC
INCREASED
Shares966,613 from 93,651
Change+872,962 (+932%)
Value$54.8M (+$49.2M)
Filed 2026-11-05
Opus Capital Group, LLC
INCREASED
Shares959,169 from 906,409
Change+52,760 (+6%)
Value$54.3K (-$53.4M)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares944,698 from 911,958
Change+32,740 (+4%)
Value$53.5M (-$260.7K)
Filed 2026-11-04
Oakworth Capital, Inc.
INCREASED
Shares880,457 from 851,504
Change+28,953 (+3%)
Value$49.9M (-$212.0K)
Filed 2026-10-26
Pathway Financial Advisors LLC
INCREASED
Shares849,151 from 597,935
Change+251,216 (+42%)
Value$48.1M (+$13.0M)
Filed 2026-10-07
Nova R Wealth, Inc.
INCREASED
Shares824,834 from 777,537
Change+47,297 (+6%)
Value$46.7M (+$875.9K)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED
Shares815,525 from 842,326
Change-26,801 (-3%)
Value$46.2M (-$3.5M)
Filed 2026-10-29
Kathmere Capital Management, LLC
DECREASED
Shares775,311 from 799,263
Change-23,952 (-3%)
Value$43.9M (-$3.2M)
Filed 2026-10-20
Sage Mountain Advisors LLC
DECREASED
Shares773,006 from 776,955
Change-3,949 (-1%)
Value$43.8M (-$2.0M)
Filed 2026-11-02
Master's Wealth Management Inc.
INCREASED
Shares739,382 from 649,981
Change+89,401 (+14%)
Value$41.9M (+$3.6M)
Filed 2026-10-22
Albion Financial Group
INCREASED
Shares698,328 from 670,080
Change+28,248 (+4%)
Value$39.6M (+$46.0K)
Filed 2026-10-21
MilWealth Group LLC
INCREASED
Shares693,772 from 686,632
Change+7,140 (+1%)
Value$39.3M (-$1.2M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares628,924 from 621,416
Change+7,508 (+1%)
Value$35.6M (-$1.0M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares625,492 from 500,299
Change+125,193 (+25%)
Value$35.4M (+$5.9M)
Filed 2026-11-03
Towneley Capital Management, Inc / de
INCREASED
Shares614,724 from 607,217
Change+7,507 (+1%)
Value$34.8M (-$983.4K)
Filed 2026-10-09
Evergreen Advisors, LLC
INCREASED
Shares614,685 from 601,308
Change+13,377 (+2%)
Value$34.8M (-$637.1K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares607,017 from 520,070
Change+86,947 (+17%)
Value$34.4M (+$3.7M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares605,996 from 588,188
Change+17,808 (+3%)
Value$34.3K (-$34.7M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares594,968 from 490,490
Change+104,478 (+21%)
Value$33.7M (+$4.8M)
Filed 2026-11-04
3Edge Asset Management, LP
INCREASED
Shares594,223 from 489,605
Change+104,618 (+21%)
Value$33.7M (+$4.8M)
Filed 2026-10-30
Birchbrook, Inc.
INCREASED
Shares579,148 from 571,005
Change+8,143 (+1%)
Value$32.8M (-$863.4K)
Filed 2026-10-14
Old National Bancorp
INCREASED
Shares558,468 from 464,632
Change+93,836 (+20%)
Value$31.6M (+$4.2M)
Filed 2026-10-20
Secure Asset Management, LLC
DECREASED
Shares549,929 from 664,284
Change-114,355 (-17%)
Value$31.2M (-$8.0M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares543,960 from 532,352
Change+11,608 (+2%)
Value$30.8M (-$577.3K)
Filed 2026-10-29
Globalt Investments LLC / GA
DECREASED
Shares541,354 from 555,123
Change-13,769 (-2%)
Value$30.7M (-$2.1M)
Filed 2026-10-27
Emprise Bank
DECREASED
Shares538,288 from 576,131
Change-37,843 (-7%)
Value$30.5M (-$3.5M)
Filed 2026-10-07
Kondo Wealth Advisors, Inc.
INCREASED
Shares517,579 from 496,479
Change+21,100 (+4%)
Value$29.3M (+$43.7K)
Filed 2026-10-19
Procyon Advisors, LLC
INCREASED
Shares506,269 from 488,912
Change+17,357 (+4%)
Value$28.7M (-$150.8K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares502,526 from 476,333
Change+26,193 (+6%)
Value$28.7M (+$861.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares502,526 from 476,333
Change+26,193 (+6%)
Value$28.7M (+$861.3K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
INCREASED
Shares495,898 from 441,994
Change+53,904 (+12%)
Value$28.1M (+$2.0M)
Filed 2026-10-14
25 LLC
INCREASED
Shares493,913 from 455,811
Change+38,102 (+8%)
Value$28.0M (+$1.1M)
Filed 2026-10-13
AMI Investment Management Inc
INCREASED
Shares490,721 from 484,140
Change+6,581 (+1%)
Value$27.8M (-$750.3K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares486,267 from 467,858
Change+18,409 (+4%)
Value$27.6M (-$42.4K)
Filed 2026-10-29
RKL Wealth Management LLC
INCREASED
Shares482,963 from 473,445
Change+9,518 (+2%)
Value$27.4M (-$559.1K)
Filed 2026-10-16
Meredith Wealth Planning
NEW
Shares480,186
Change+480,186
Value$27.2M
Filed 2026-10-14
1834 Investment Advisors Co
INCREASED
Shares468,701 from 421,015
Change+47,686 (+11%)
Value$26.6M (+$1.7M)
Filed 2026-10-16
Private Wealth Management Group, LLC
INCREASED
Shares443,461 from 412,992
Change+30,469 (+7%)
Value$25.1M (+$768.2K)
Filed 2026-10-19
Cypress Financial Planning LLC
DECREASED
Shares441,394 from 655,795
Change-214,401 (-33%)
Value$25.0M (-$13.7M)
Filed 2026-10-09
Mascoma Wealth Management LLC
INCREASED
Shares440,588 from 404,935
Change+35,653 (+9%)
Value$25.0M (+$1.1M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares426,823 from 322,771
Change+104,052 (+32%)
Value$24.2M (+$5.1M)
Filed 2026-10-08
WBH Advisory Inc
INCREASED
Shares402,855 from 318,063
Change+84,792 (+27%)
Value$22.8M (+$4.1M)
Filed 2026-11-05
Beacon Bank & Trust
DECREASED
Shares395,810 from 440,147
Change-44,337 (-10%)
Value$22.4M (-$3.5M)
Filed 2026-10-27
Dorval Corp
INCREASED
Shares395,439 from 380,281
Change+15,158 (+4%)
Value$22.4M (-$23.4K)
Filed 2026-10-29
Whelan Financial
INCREASED
Shares389,429 from 373,581
Change+15,848 (+4%)
Value$22.1M (+$31.2K)
Filed 2026-10-28
United Wealth Management, LLC
INCREASED
Shares375,329 from 366,726
Change+8,603 (+2%)
Value$21.3M (-$363.4K)
Filed 2026-10-30
Quattro Financial Advisors LLC
INCREASED
Shares372,244 from 356,884
Change+15,360 (+4%)
Value$21.1M (+$42.3K)
Filed 2026-10-15
Roth Financial Partners LLC
INCREASED
Shares368,053 from 334,148
Change+33,905 (+10%)
Value$20.9M (+$1.1M)
Filed 2026-10-06
Brady Martz Wealth Solutions, LLC
INCREASED
Shares358,187 from 345,954
Change+12,233 (+4%)
Value$20.3M (-$109.5K)
Filed 2026-11-05
Friday Financial
INCREASED
Shares355,593 from 282,864
Change+72,729 (+26%)
Value$20.1M (+$3.6M)
Filed 2026-10-09
Greenwood Gearhart LLC
NEW
Shares355,537
Change+355,537
Value$20.1M
Filed 2026-11-02
Family Wealth Partners, LLC
INCREASED
Shares355,300 from 326,090
Change+29,210 (+9%)
Value$20.1M (+$898.5K)
Filed 2026-10-20
Gleason Group, Inc.
DECREASED
Shares350,630 from 366,110
Change-15,480 (-4%)
Value$19.9M (-$1.7M)
Filed 2026-10-15
Financial Advisory Partners, LLC
INCREASED
Shares342,263 from 242,809
Change+99,454 (+41%)
Value$19.4M (+$5.1M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares339,913 from 11,119
Change+328,794 (+2957%)
Value$19.3M (+$18.6M)
Filed 2026-10-21
Net Worth Advisory Group
INCREASED
Shares338,109 from 330,825
Change+7,284 (+2%)
Value$19.2M (-$361.6K)
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares337,356 from 320,043
Change+17,313 (+5%)
Value$19.1M (+$238.4K)
Filed 2026-10-28
Arbor Wealth Management Llc\az
INCREASED
Shares329,415 from 315,769
Change+13,646 (+4%)
Value$18.7M (+$40.6K)
Filed 2026-10-20
Hassell Wealth Management, LLC
INCREASED
Shares320,310 from 313,156
Change+7,154 (+2%)
Value$18.1M (-$177.1K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares320,209 from 257,190
Change+63,019 (+25%)
Value$18.1M (+$3.0M)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares316,744 from 77,093
Change+239,651 (+311%)
Value$17.9M (+$13.4M)
Filed 2026-10-08
Souders Financial Advisors
INCREASED
Shares316,139 from 314,204
Change+1,935 (+1%)
Value$17.9M (-$619.3K)
Filed 2026-11-03
R. W. Roge & Company, Inc.
INCREASED
Shares314,828 from 299,214
Change+15,614 (+5%)
Value$17.8K (-$17.6M)
Filed 2026-11-04
Kings Path Partners LLC
INCREASED
Shares310,160 from 284,280
Change+25,880 (+9%)
Value$17.6M (+$806.9K)
Filed 2026-10-21
Capital Investment Services of America, Inc.
DECREASED
Shares295,153 from 296,578
Change-1,425 (0%)
Value$16.7M (-$768.8K)
Filed 2026-11-02
Squire Investment Management Company, LLC
INCREASED
Shares289,173 from 256,311
Change+32,862 (+13%)
Value$16.4M (+$1.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares284,888 from 381,850
Change-96,962 (-25%)
Value$16.1M (-$6.4M)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares283,922 from 287,897
Change-3,975 (-1%)
Value$16.1M (-$893.1K)
Filed 2026-10-29
Midland Wealth Advisors, LLC
INCREASED
Shares278,219 from 268,603
Change+9,616 (+4%)
Value$15.8M (-$78.3K)
Filed 2026-10-26
ALM First Financial Advisors, LLC
NEW
Shares275,349
Change+275,349
Value$15.6M
Filed 2026-10-13
Peirce Capital Management, LLC
INCREASED
Shares272,308 from 262,383
Change+9,925 (+4%)
Value$15.4M (-$46.4K)
Filed 2026-10-19
Wealth Analytics Partners, LLC
INCREASED
Shares271,098 from 248,106
Change+22,992 (+9%)
Value$15.4M (+$833.8K)
Filed 2026-10-19
Salomon & Ludwin, LLC
INCREASED
Shares270,741 from 269,897
Change+844 (+0%)
Value$15.3M (-$502.8K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares268,067 from 277,019
Change-8,952 (-3%)
Value$15.2K (-$16.3M)
Filed 2026-10-26
Security Financial Services, Inc.
INCREASED
Shares267,649 from 243,212
Change+24,437 (+10%)
Value$15.2M (+$820.3K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED
Shares266,906 from 236,197
Change+30,709 (+13%)
Value$15.1M (+$1.2M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares266,133 from 262,929
Change+3,204 (+1%)
Value$15.1M (-$428.5K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares265,550 from 247,096
Change+18,454 (+7%)
Value$15.0M (+$472.3K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares261,866 from 228,956
Change+32,910 (+14%)
Value$14.8M (+$1.3M)
Filed 2026-11-05
Baldwin Wealth Partners LLC
INCREASED
Shares259,961 from 257,240
Change+2,721 (+1%)
Value$14.7M (-$442.6K)
Filed 2026-10-13
Apollon Wealth Management, LLC
DECREASED
Shares243,334 from 997,614
Change-754,280 (-76%)
Value$13.8M (-$45.1M)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
INCREASED
Shares241,587 from 218,445
Change+23,142 (+11%)
Value$13.7M (+$804.4K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares237,706 from 236,216
Change+1,490 (+1%)
Value$13.5M (-$463.6K)
Filed 2026-10-05
Five Pine Wealth Management
INCREASED
Shares234,960 from 185,298
Change+49,662 (+27%)
Value$13.3M (+$2.4M)
Filed 2026-10-20
Aerodigm Wealth, LLC
DECREASED
Shares231,497 from 266,914
Change-35,417 (-13%)
Value$13.1M (-$2.6M)
Filed 2026-10-16
Aspirean Wealth, LLC
INCREASED
Shares230,621 from 216,086
Change+14,535 (+7%)
Value$13.1M (+$322.2K)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED
Shares225,458 from 182,835
Change+42,623 (+23%)
Value$12.8M (+$2.0M)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares213,538 from 203,139
Change+10,399 (+5%)
Value$12.1M (+$117.9K)
Filed 2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares208,950 from 306,550
Change-97,600 (-32%)
Value$11.8M (-$6.2M)
Filed 2026-11-05
Prism Planning Partners LLC
INCREASED
Shares195,889 from 169,001
Change+26,888 (+16%)
Value$11.1M (+$1.1M)
Filed 2026-10-27
Power Wealth Management LLC
INCREASED
Shares195,196 from 177,546
Change+17,650 (+10%)
Value$11.1M (+$588.1K)
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares189,878 from 179,076
Change+10,802 (+6%)
Value$10.9M (+$356.1K)
Filed 2026-10-30
Hurley Capital, LLC
INCREASED
Shares186,401 from 177,819
Change+8,582 (+5%)
Value$10.6M (+$73.7K)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED
Shares185,225 from 181,965
Change+3,260 (+2%)
Value$10.5M (-$237.5K)
Filed 2026-10-16
HMV Wealth Advisors, LLC
DECREASED
Shares183,920 from 215,518
Change-31,598 (-15%)
Value$10.4M (-$2.3M)
Filed 2026-10-27
CogentBlue Wealth Advisors, LLC
INCREASED
Shares182,264 from 173,475
Change+8,789 (+5%)
Value$10.3M (+$95.5K)
Filed 2026-10-09
SimpliFi, Inc.
INCREASED
Shares182,187 from 179,233
Change+2,954 (+2%)
Value$10.3M (-$248.4K)
Filed 2026-10-28
Providence First Trust Co
DECREASED
Shares178,027 from 181,161
Change-3,134 (-2%)
Value$10.1M (-$597.9K)
Filed 2026-11-02
Brickley Wealth Management
INCREASED
Shares177,295 from 171,031
Change+6,264 (+4%)
Value$10.0M (-$41.9K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares176,236 from 169,875
Change+6,361 (+4%)
Value$10.0M (-$130.5K)
Filed 2026-10-13
Shotwell Rutter Baer Inc
INCREASED
Shares171,599 from 166,625
Change+4,974 (+3%)
Value$9.7M (-$104.7K)
Filed 2026-10-14
Middleton & Co Inc
DECREASED
Shares166,554 from 177,764
Change-11,210 (-6%)
Value$9.4M (-$1.0M)
Filed 2026-10-23
Marietta Wealth Management, LLC
INCREASED
Shares163,675 from 149,448
Change+14,227 (+10%)
Value$9.3M (+$482.3K)
Filed 2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares160,250 from 174,652
Change-14,402 (-8%)
Value$9.1M (-$1.2M)
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares158,996 from 146,365
Change+12,631 (+9%)
Value$9.0M (+$398.3K)
Filed 2026-10-15
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares156,788 from 19,686
Change+137,102 (+696%)
Value$8.9M (+$7.7M)
Filed 2026-10-22
Sellwood Investment Partners LLC
DECREASED
Shares153,136 from 155,266
Change-2,130 (-1%)
Value$8.7M (-$480.9K)
Filed 2026-11-03
Archford Capital Strategies, LLC
DECREASED
Shares148,547 from 153,666
Change-5,119 (-3%)
Value$8.4M (-$646.5K)
Filed 2026-10-19
Cravens & Co Advisors, LLC
INCREASED
Shares147,911 from 144,895
Change+3,016 (+2%)
Value$8.4M (-$165.3K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
INCREASED
Shares144,191 from 87,050
Change+57,141 (+66%)
Value$8.2M (+$3.0M)
Filed 2026-10-20
Summitas Investment Management LLC
DECREASED
Shares141,385 from 153,310
Change-11,925 (-8%)
Value$8.0M (-$1.0M)
Filed 2026-10-16
Creative Financial Designs Inc
DECREASED
Shares140,989 from 772,897
Change-631,908 (-82%)
Value$8.0M (-$37.6M)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares140,085 from 135,285
Change+4,800 (+4%)
Value$7.9M (-$41.9K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares138,925
Change+138,925
Value$7.9M
Filed 2026-10-21
Belleair Asset Management, LLC
DECREASED
Shares136,809 from 162,790
Change-25,981 (-16%)
Value$7.8M (-$1.8M)
Filed 2026-11-03
BluePrint Investing LLC
INCREASED
Shares134,738 from 121,507
Change+13,231 (+11%)
Value$7.6M (+$467.8K)
Filed 2026-10-14
Kaydan Wealth Management, Inc.
NEW
Shares130,185
Change+130,185
Value$7.4M
Filed 2026-10-08
Integrated Advisors Network LLC
INCREASED
Shares128,413 from 124,028
Change+4,385 (+4%)
Value$7.3M (-$39.3K)
Filed 2026-10-20
DWM Financial Group, Inc.
INCREASED
Shares126,570 from 120,240
Change+6,330 (+5%)
Value$7.2M (-$34.5K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
NEW
Shares122,761
Change+122,761
Value$7.0M
Filed 2026-10-09
Capstone Wealth Management, LLC
INCREASED
Shares122,303 from 111,806
Change+10,497 (+9%)
Value$6.9M (+$335.4K)
Filed 2026-11-02
Professional Financial Management, Inc.
INCREASED
Shares120,476 from 119,119
Change+1,357 (+1%)
Value$6.8M (-$199.5K)
Filed 2026-10-22
Ackerman Capital Advisors, LLC
DECREASED
Shares118,889 from 122,207
Change-3,318 (-3%)
Value$6.7M (-$471.5K)
Filed 2026-10-30
Fermata Advisors, LLC
INCREASED
Shares117,926 from 108,715
Change+9,211 (+8%)
Value$6.7M (+$269.7K)
Filed 2026-10-13
Brucke Financial, Inc.
INCREASED
Shares117,638 from 117,341
Change+297 (+0%)
Value$6.7M (-$255.4K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares117,143 from 101,419
Change+15,724 (+16%)
Value$6.6M (+$655.6K)
Filed 2026-11-04
Kaufman Rossin Wealth, LLC
DECREASED
Shares112,623 from 115,788
Change-3,165 (-3%)
Value$6.4M (-$405.1K)
Filed 2026-10-19
JDH Wealth Management, LLC
INCREASED
Shares111,461 from 104,682
Change+6,779 (+6%)
Value$6.3M (+$141.3K)
Filed 2026-10-20
Verum Partners LLC
NEW
Shares110,839
Change+110,839
Value$6.3M
Filed 2026-10-21
Altiora Financial Group, LLC
DECREASED
Shares108,412 from 145,256
Change-36,844 (-25%)
Value$6.1M (-$2.4M)
Filed 2026-11-04
Plan A Wealth LLC
INCREASED
Shares106,389 from 92,971
Change+13,418 (+14%)
Value$6.0M (+$544.6K)
Filed 2026-10-08
Peoples Bank
INCREASED
Shares103,900 from 95,094
Change+8,806 (+9%)
Value$5.9M (+$278.3K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
DECREASED
Shares103,457 from 153,434
Change-49,977 (-33%)
Value$5.9M (-$3.2M)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares103,148 from 98,826
Change+4,322 (+4%)
Value$5.8M (+$15.6K)
Filed 2026-10-13
Hickory Point Bank & Trust
INCREASED
Shares102,861 from 77,371
Change+25,490 (+33%)
Value$5.8M (+$1.3M)
Filed 2026-10-01
Axos Invest Inc.
DECREASED
Shares101,600 from 105,408
Change-3,808 (-4%)
Value$5.8M (-$460.3K)
Filed 2026-10-21
Downshift Financial, LLC
INCREASED
Shares101,531 from 91,481
Change+10,050 (+11%)
Value$5.8M (+$357.2K)
Filed 2026-10-13
Peak Financial Advisors LLC
NEW
Shares99,439
Change+99,439
Value$5.6M
Filed 2026-10-28
CWC Advisors, Llc.
DECREASED
Shares99,055 from 125,048
Change-25,993 (-21%)
Value$5.6M (-$1.8M)
Filed 2026-10-15
Entrust Financial LLC
NEW
Shares97,833
Change+97,833
Value$5.5M
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares95,950 from 123,496
Change-27,546 (-22%)
Value$5.4M (-$1.8M)
Filed 2026-11-05
Omni 360 Wealth, Inc.
DECREASED
Shares94,771 from 111,489
Change-16,718 (-15%)
Value$5.4M (-$1.2M)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares93,421 from 93,290
Change+131 (+0%)
Value$5.3M (-$209.0K)
Filed 2026-10-28
Alhambra Investment Management LLC
INCREASED
Shares90,750 from 89,590
Change+1,160 (+1%)
Value$5.1M (-$142.1K)
Filed 2026-10-15
Rockwood Wealth Management, LLC
INCREASED
Shares90,685 from 24,115
Change+66,570 (+276%)
Value$5.1M (+$3.7M)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares90,549 from 93,199
Change-2,650 (-3%)
Value$5.1M (-$366.4K)
Filed 2026-10-01
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares88,300 from 86,800
Change+1,500 (+2%)
Value$5.0M (-$129.3K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
INCREASED
Shares87,960 from 66,872
Change+21,088 (+32%)
Value$5.0M (+$1.0M)
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares87,452 from 34,228
Change+53,224 (+156%)
Value$5.0M (+$2.9M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares86,192 from 33,824
Change+52,368 (+155%)
Value$4.9M (+$2.9M)
Filed 2026-10-14
rebel Financial LLC
NEW
Shares86,181
Change+86,181
Value$4.9M
Filed 2026-11-04
Core Wealth Advisors, LLC
DECREASED
Shares85,965 from 86,052
Change-87 (0%)
Value$4.9M (-$204.6K)
Filed 2026-11-05
CVS Health Corp
UNCHANGED
Shares85,000 from 85,000
Change0 (0%)
Value$4.8M (-$197.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares83,930 from 72,626
Change+11,304 (+16%)
Value$4.8M (+$472.0K)
Filed 2026-10-30
Buska Wealth Management, LLC
DECREASED
Shares82,948 from 110,787
Change-27,839 (-25%)
Value$4.7M (-$1.8M)
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares81,277 from 75,445
Change+5,832 (+8%)
Value$4.6M (+$155.4K)
Filed 2026-11-04
DSG Capital Advisors, LLC
NEW
Shares80,150
Change+80,150
Value$4.5M
Filed 2026-11-05
LifePlan Financial, LLC
INCREASED
Shares79,946 from 78,244
Change+1,702 (+2%)
Value$4.5M (-$78.7K)
Filed 2026-10-13
Balance Wealth Partners LLC
INCREASED
Shares78,993 from 71,261
Change+7,732 (+11%)
Value$4.5M (+$272.8K)
Filed 2026-10-27
Constellation Investments, Inc.
DECREASED
Shares77,854 from 115,509
Change-37,655 (-33%)
Value$4.4M (-$2.4M)
Filed 2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED
Shares77,153 from 57,888
Change+19,265 (+33%)
Value$4.4M (+$957.2K)
Filed 2026-10-21
Aureum Wealth Management, LLC
INCREASED
Shares76,773 from 72,171
Change+4,602 (+6%)
Value$4.3M (+$93.3K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares75,874 from 74,948
Change+926 (+1%)
Value$4.3M (-$121.4K)
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
DECREASED
Shares74,120 from 77,481
Change-3,361 (-4%)
Value$4.2M (-$312.0K)
Filed 2026-10-21
Hara Capital LLC
DECREASED
Shares74,042 from 79,120
Change-5,078 (-6%)
Value$4.2M (-$471.3K)
Filed 2026-10-30
SigFig Wealth Management, LLC
INCREASED
Shares73,869 from 50,028
Change+23,841 (+48%)
Value$4.2M (+$1.2M)
Filed 2026-10-07
Greenspring Advisors, LLC
DECREASED
Shares73,228 from 73,858
Change-630 (-1%)
Value$4.1M (-$207.0K)
Filed 2026-11-05
Auour Investments LLC
INCREASED
Shares72,353 from 72,206
Change+147 (+0%)
Value$4.1M (-$159.2K)
Filed 2026-10-28
Towne Trust Company, N.a
INCREASED
Shares72,241 from 67,450
Change+4,791 (+7%)
Value$4.1M (+$115.0K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares71,356 from 67,887
Change+3,469 (+5%)
Value$4.0M (+$39.1K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares71,299 from 28,309
Change+42,990 (+152%)
Value$4.0K (-$1.7M)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares71,282 from 6,122
Change+65,160 (+1064%)
Value$4.0M (+$3.7M)
Filed 2026-10-26
First Pacific Financial
INCREASED
Shares70,306 from 65,768
Change+4,538 (+7%)
Value$4.0M (+$104.5K)
Filed 2026-10-14
Burkett Financial Services, LLC
DECREASED
Shares70,272 from 101,153
Change-30,881 (-31%)
Value$4.0M (-$2.0M)
Filed 2026-10-01
Meitav Investment House LTD
INCREASED
Shares69,042 from 54,057
Change+14,985 (+28%)
Value$3.9M (+$720.6K)
Filed 2026-10-28
Northwestern University
INCREASED
Shares68,502 from 56,491
Change+12,011 (+21%)
Value$3.9M (+$549.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares68,394 from 68,949
Change-555 (-1%)
Value$3.9M (-$191.4K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares68,386 from 79,308
Change-10,922 (-14%)
Value$3.9M (-$802.9K)
Filed 2026-10-22
Impact Investors, Inc
DECREASED
Shares67,308 from 74,691
Change-7,383 (-10%)
Value$3.8M (-$591.6K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED
Shares67,156 from 67,876
Change-720 (-1%)
Value$3.8M (-$198.2K)
Filed 2026-10-05
Oasis Advisors, LLC
INCREASED
Shares66,087 from 49,686
Change+16,401 (+33%)
Value$3.7M (+$814.0K)
Filed 2026-10-16
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares64,767 from 51,992
Change+12,775 (+25%)
Value$3.7M (+$603.2K)
Filed 2026-10-16
Wedmont Private Capital
DECREASED
Shares63,422 from 64,284
Change-862 (-1%)
Value$3.6M (-$165.9K)
Filed 2026-10-09
Nilsine Partners, LLC
INCREASED
Shares63,184 from 58,513
Change+4,671 (+8%)
Value$3.6M (+$128.9K)
Filed 2026-11-02
Human Investing LLC
INCREASED
Shares61,876 from 56,306
Change+5,570 (+10%)
Value$3.5M (+$185.0K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
INCREASED
Shares61,797 from 60,133
Change+1,664 (+3%)
Value$3.5M (-$45.2K)
Filed 2026-10-13
Tandem Investment Partners LLC
INCREASED
Shares60,336 from 58,344
Change+1,992 (+3%)
Value$3.4M (-$22.5K)
Filed 2026-10-16
Dodds Wealth, LLC
NEW
Shares60,159
Change+60,159
Value$3.4M
Filed 2026-11-02
Baker Boyer National Bank
DECREASED
Shares59,349 from 62,299
Change-2,950 (-5%)
Value$3.4M (-$311.7K)
Filed 2026-11-05
Mechanics Financial Corp
INCREASED
Shares59,276 from 57,303
Change+1,973 (+3%)
Value$3.4M (-$21.2K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares58,067 from 46,685
Change+11,382 (+24%)
Value$3.3M (+$536.6K)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares56,732 from 45,902
Change+10,830 (+24%)
Value$3.2M (+$507.1K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares55,545 from 1,417
Change+54,128 (+3820%)
Value$3.1M (+$3.1M)
Filed 2026-10-28
Cogent Strategic Wealth LLC
INCREASED
Shares55,436 from 53,371
Change+2,065 (+4%)
Value$3.1M (-$6.8K)
Filed 2026-10-22
D.B. Root & Company, LLC
INCREASED
Shares55,306 from 53,168
Change+2,138 (+4%)
Value$3.1M (-$2.2K)
Filed 2026-11-04
iA Global Asset Management Inc.
UNCHANGED
Shares54,408 from 54,408
Change0 (0%)
Value$3.1K (-$3.2M)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares54,260 from 56,703
Change-2,443 (-4%)
Value$3.1M (-$269.9K)
Filed 2026-10-23
Bull Street Advisors, LLC
DECREASED
Shares54,176 from 54,424
Change-248 (0%)
Value$3.1K (-$3.2M)
Filed 2026-10-20
International Private Wealth Advisors LLC
NEW
Shares53,883
Change+53,883
Value$3.1M
Filed 2026-11-05
ATX Financial Planning, LLC
DECREASED
Shares53,812 from 113,411
Change-59,599 (-53%)
Value$3.0M (-$3.6M)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares53,244 from 59,363
Change-6,119 (-10%)
Value$3.0M (-$484.4K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
INCREASED
Shares52,969 from 52,802
Change+167 (+0%)
Value$3.0K (-$3.1M)
Filed 2026-10-26
Stone Wealth Partners
NEW
Shares52,634
Change+52,634
Value$3.0M
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares51,622 from 35,289
Change+16,333 (+46%)
Value$3.0M (+$899.7K)
Filed 2026-11-04
Transcendent Capital Group LLC
INCREASED
Shares51,499 from 45,488
Change+6,011 (+13%)
Value$2.9M (+$235.0K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares50,807 from 86,975
Change-36,168 (-42%)
Value$2.9M (-$2.3M)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares50,601 from 53,260
Change-2,659 (-5%)
Value$2.9M (-$274.2K)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares49,718 from 51,259
Change-1,541 (-3%)
Value$2.8M (-$206.2K)
Filed 2026-10-20
Shayne & Jacobs, LLC
INCREASED
Shares49,480 from 45,950
Change+3,530 (+8%)
Value$2.8M (+$93.4K)
Filed 2026-10-21
StrongBox Wealth, LLC
DECREASED
Shares49,182 from 67,206
Change-18,024 (-27%)
Value$2.8M (-$1.2M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares48,373 from 49,709
Change-1,336 (-3%)
Value$2.7M (-$191.0K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares48,160 from 92,102
Change-43,942 (-48%)
Value$2.7M (-$2.7M)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares47,408 from 9,090
Change+38,318 (+422%)
Value$2.7M (+$2.2M)
Filed 2026-10-22
Whitcomb & Hess, Inc.
INCREASED
Shares45,354 from 42,907
Change+2,447 (+6%)
Value$2.6M (+$39.1K)
Filed 2026-10-07
SkyOak Wealth, LLC
INCREASED
Shares45,014 from 20,996
Change+24,018 (+114%)
Value$2.6M (+$1.3M)
Filed 2026-10-28
Evansbrook LLC
UNCHANGED
Shares43,778 from 43,778
Change0 (0%)
Value$2.5M (-$101.6K)
Filed 2026-10-16
Nolet Wealth Management, LLC
DECREASED
Shares42,968 from 46,081
Change-3,113 (-7%)
Value$2.4M (-$283.3K)
Filed 2026-10-15
Stash Investments, LLC
INCREASED
Shares42,867 from 15,821
Change+27,046 (+171%)
Value$2.4M (+$1.5M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares41,568 from 22,703
Change+18,865 (+83%)
Value$2.4M (+$1.0M)
Filed 2026-11-03
Kassira Wealth Management LLC
INCREASED
Shares41,171 from 41,083
Change+88 (+0%)
Value$2.3M (-$90.3K)
Filed 2026-10-28
Redw Wealth LLC
DECREASED
Shares40,992 from 50,560
Change-9,568 (-19%)
Value$2.3M (-$659.4K)
Filed 2026-11-02
Oath Planning, LLC
DECREASED
Shares40,141 from 42,460
Change-2,319 (-5%)
Value$2.3M (-$229.9K)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares40,062 from 40,757
Change-695 (-2%)
Value$2.3M (-$133.9K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
NEW
Shares39,999
Change+39,999
Value$2.3M
Filed 2026-10-21
United Community Bank
INCREASED
Shares39,683 from 37,028
Change+2,655 (+7%)
Value$2.2M (+$64.5K)
Filed 2026-10-28
Clarity Capital Advisors, LLC
INCREASED
Shares39,607 from 36,967
Change+2,640 (+7%)
Value$2.2M (+$63.8K)
Filed 2026-10-27
Essex Bank
UNCHANGED
Shares39,573 from 39,573
Change0 (0%)
Value$2.2M (-$91.8K)
Filed 2026-10-16
Iron Financial LLC
DECREASED
Shares39,520 from 39,954
Change-434 (-1%)
Value$2.2M (-$117.3K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares39,384 from 38,021
Change+1,363 (+4%)
Value$2.2M (-$11.0K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares39,331 from 43,596
Change-4,265 (-10%)
Value$2.2M (-$342.8K)
Filed 2026-11-05
Thrive Capital Management, LLC
DECREASED
Shares37,504 from 39,358
Change-1,854 (-5%)
Value$2.1M (-$196.4K)
Filed 2026-10-28
Financial & Tax Architects, LLC
NEW
Shares36,826
Change+36,826
Value$2.1M
Filed 2026-10-15
Alps Advisors Inc
UNCHANGED
Shares36,650 from 36,650
Change0 (0%)
Value$2.1M (-$85.0K)
Filed 2026-11-03
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares36,597 from 34,485
Change+2,112 (+6%)
Value$2.1M (+$39.7K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
DECREASED
Shares35,458 from 40,586
Change-5,128 (-13%)
Value$2.0M (-$384.7K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares35,162 from 34,758
Change+404 (+1%)
Value$2.0M (-$57.7K)
Filed 2026-10-20
Floyd Financial Group LLC
INCREASED
Shares34,894 from 34,190
Change+704 (+2%)
Value$2.0M (-$21.9K)
Filed 2026-10-28
Centurion Wealth Management LLC
NEW
Shares34,554
Change+34,554
Value$2.0M
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares34,395 from 35,241
Change-846 (-2%)
Value$1.9M (-$129.7K)
Filed 2026-10-23
Stonehearth Capital Management, LLC
INCREASED
Shares33,971 from 32,904
Change+1,067 (+3%)
Value$1.9M (-$15.9K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares33,891 from 79,080
Change-45,189 (-57%)
Value$1.9M (-$2.7M)
Filed 2026-10-28
Smart Wealth LLC
DECREASED
Shares33,819 from 101,787
Change-67,968 (-67%)
Value$1.9M (-$4.1M)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED
Shares33,301 from 30,226
Change+3,075 (+10%)
Value$1.9M (+$104.1K)
Filed 2026-11-02
Artesa Financial Group, LLC
INCREASED
Shares33,218 from 30,420
Change+2,798 (+9%)
Value$1.9M (+$88.0K)
Filed 2026-10-29
CWS Financial Advisors, LLC
INCREASED
Shares32,567 from 28,441
Change+4,126 (+15%)
Value$1.8M (+$167.8K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares32,464 from 32,810
Change-346 (-1%)
Value$1.8M (-$95.8K)
Filed 2026-10-13
Walker Financial Services, Inc.
DECREASED
Shares32,188 from 40,236
Change-8,048 (-20%)
Value$1.8M (-$549.4K)
Filed 2026-10-26
Powers Advisory Group, LLC
INCREASED
Shares31,208 from 24,459
Change+6,749 (+28%)
Value$1.8M (+$325.7K)
Filed 2026-10-14
Fagan Associates, Inc.
DECREASED
Shares30,639 from 31,439
Change-800 (-3%)
Value$1.7M (-$118.3K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares30,435 from 29,709
Change+726 (+2%)
Value$1.7M (-$27.8K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares29,980 from 23,953
Change+6,027 (+25%)
Value$1.7M (+$285.9K)
Filed 2026-10-19
Verity Asset Management, Inc.
INCREASED
Shares29,751 from 29,660
Change+91 (+0%)
Value$1.7M (-$63.7K)
Filed 2026-10-30
Graetz Wealth LLC
DECREASED
Shares28,654 from 30,993
Change-2,339 (-8%)
Value$1.6M (-$204.4K)
Filed 2026-10-27
Pines Wealth Management, LLC
INCREASED
Shares28,220 from 26,264
Change+1,956 (+7%)
Value$1.6M (+$49.9K)
Filed 2026-10-21
Surience Private Wealth LLC
INCREASED
Shares28,152 from 19,342
Change+8,810 (+46%)
Value$1.6M (+$454.3K)
Filed 2026-10-16
Florida Trust Wealth Management Co
NEW
Shares28,009
Change+28,009
Value$1.6M
Filed 2026-11-05
Gibraltar Capital Management, Inc.
INCREASED
Shares27,783 from 24,116
Change+3,667 (+15%)
Value$1.6M (+$151.8K)
Filed 2026-10-27
Stableford Capital II LLC
DECREASED
Shares27,767 from 86,350
Change-58,583 (-68%)
Value$1.6M (-$3.5M)
Filed 2026-10-09
RHS Financial, LLC
DECREASED
Shares27,743 from 33,769
Change-6,026 (-18%)
Value$1.6M (-$419.8K)
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares27,601 from 30,110
Change-2,509 (-8%)
Value$1.6M (-$212.0K)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares26,478 from 26,234
Change+244 (+1%)
Value$1.5M (-$47.0K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
NEW
Shares26,285
Change+26,285
Value$1.5M
Filed 2026-10-09
Prudent Investor Advisors, LLC
NEW
Shares26,098
Change+26,098
Value$1.5M
Filed 2026-10-22
Discipline Wealth Solutions, LLC
DECREASED
Shares25,941 from 26,058
Change-117 (0%)
Value$1.5M (-$67.1K)
Filed 2026-10-14
Concord Wealth Partners
INCREASED
Shares25,555 from 9,581
Change+15,974 (+167%)
Value$1.4M (+$882.9K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares25,501 from 24,145
Change+1,356 (+6%)
Value$1.4M (+$20.8K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares25,166 from 4,151
Change+21,015 (+506%)
Value$1.4M (+$1.2M)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares24,728 from 17,117
Change+7,611 (+44%)
Value$1.4M (+$391.5K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
INCREASED
Shares24,541 from 7,988
Change+16,553 (+207%)
Value$1.4M (+$919.4K)
Filed 2026-10-13
Tenon Financial LLC
INCREASED
Shares24,205 from 22,655
Change+1,550 (+7%)
Value$1.4M (+$35.3K)
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares24,154 from 22,420
Change+1,734 (+8%)
Value$1.4M (+$46.2K)
Filed 2026-10-27
Pioneer Wealth Management Group
DECREASED
Shares23,818 from 24,533
Change-715 (-3%)
Value$1.3M (-$97.4K)
Filed 2026-10-09
TMB Capital Partners, LLC
INCREASED
Shares23,726 from 22,732
Change+994 (+4%)
Value$1.3M (+$3.6K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED
Shares23,324 from 55,931
Change-32,607 (-58%)
Value$1.3M (-$1.9M)
Filed 2026-11-03
Verus Financial Partners, Inc.
NEW
Shares23,310
Change+23,310
Value$1.3M
Filed 2026-10-29
E&G Advisors, LLC
UNCHANGED
Shares22,699 from 22,699
Change0 (0%)
Value$1.3M (-$52.7K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares22,561 from 21,746
Change+815 (+4%)
Value$1.3M (+$2.6K)
Filed 2026-11-02
Anderson Hoagland & Co
DECREASED
Shares22,342 from 23,422
Change-1,080 (-5%)
Value$1.3M (-$97.9K)
Filed 2026-10-23
Capital Squared Financial LLC
DECREASED
Shares21,909 from 35,645
Change-13,736 (-39%)
Value$1.2M (-$861.0K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares21,819 from 23,504
Change-1,685 (-7%)
Value$1.2M (-$150.0K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
DECREASED
Shares21,115 from 21,555
Change-440 (-2%)
Value$1.2M (-$74.9K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares21,101 from 15,944
Change+5,157 (+32%)
Value$1.2M (+$255.2K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares21,070 from 1,000
Change+20,070 (+2007%)
Value$1.2M (+$1.1M)
Filed 2026-10-30
TrueWealth Advisors, LLC
INCREASED
Shares21,027 from 20,618
Change+409 (+2%)
Value$1.2M (-$24.6K)
Filed 2026-10-09
Western Reserve Capital Management, LLC
INCREASED
Shares19,916 from 17,400
Change+2,516 (+14%)
Value$1.1M (+$102.2K)
Filed 2026-10-14
Entrewealth, LLC
DECREASED
Shares19,405 from 25,487
Change-6,082 (-24%)
Value$1.1M (-$386.7K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares18,916 from 16,536
Change+2,380 (+14%)
Value$1.1M (+$96.5K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares18,901 from 19,076
Change-175 (-1%)
Value$1.1M (-$54.1K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares18,597
Change+18,597
Value$1.1M
Filed 2026-10-28
Aspire Private Capital, LLC
INCREASED
Shares18,469 from 13,958
Change+4,511 (+32%)
Value$1.0M (+$223.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares18,442 from 15,469
Change+2,973 (+19%)
Value$1.1M (+$157.8K)
Filed 2026-10-27
Peak Wealth Management LLC
NEW
Shares18,232
Change+18,232
Value$1.0M
Filed 2026-10-26
Blossom Wealth Management
INCREASED
Shares18,097 from 17,537
Change+560 (+3%)
Value$1.0M (-$7.9K)
Filed 2026-11-03
Third View Private Wealth, LLC
INCREASED
Shares18,003 from 11,546
Change+6,457 (+56%)
Value$1.0M (+$339.1K)
Filed 2026-10-30
Uptick Partners, LLC
INCREASED
Shares17,493 from 17,393
Change+100 (+1%)
Value$991.2K (-$34.7K)
Filed 2026-11-04
Schulz Wealth, Ltd.
DECREASED
Shares17,176 from 22,877
Change-5,701 (-25%)
Value$973.2K (-$376.1K)
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares16,965 from 16,029
Change+936 (+6%)
Value$961.2K (+$15.8K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares16,862 from 15,222
Change+1,640 (+11%)
Value$955.4K (+$57.6K)
Filed 2026-10-13
Blume Capital Management, Inc.
DECREASED
Shares16,695 from 84,004
Change-67,309 (-80%)
Value$945.9K (-$4.0M)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares16,414 from 18,977
Change-2,563 (-14%)
Value$930.0K (-$189.2K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares16,304 from 16,241
Change+63 (+0%)
Value$923.8K (-$34.1K)
Filed 2026-10-29
SWS Partners
INCREASED
Shares16,027 from 15,976
Change+51 (+0%)
Value$908.1K (-$34.2K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares15,676 from 14,446
Change+1,230 (+9%)
Value$888.2K (+$36.2K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares15,674 from 32,220
Change-16,546 (-51%)
Value$888.1K (-$1.0M)
Filed 2026-10-16
ZWJ Investment Counsel Inc
INCREASED
Shares15,171 from 13,120
Change+2,051 (+16%)
Value$859.6K (+$85.8K)
Filed 2026-10-15
Patten Group, Inc.
DECREASED
Shares15,119 from 15,842
Change-723 (-5%)
Value$856.6K (-$77.7K)
Filed 2026-10-26
Atala Financial Inc
INCREASED
Shares14,736 from 7,148
Change+7,588 (+106%)
Value$834.9K (+$413.3K)
Filed 2026-10-22
Noble Family Wealth, LLC
INCREASED
Shares14,672 from 4,951
Change+9,721 (+196%)
Value$831.3K (+$539.3K)
Filed 2026-10-26
Forza Wealth Management, LLC
DECREASED
Shares14,412 from 18,765
Change-4,353 (-23%)
Value$816.6K (-$290.2K)
Filed 2026-10-20
Topel & Distasi Wealth Management, LLC
INCREASED
Shares14,312 from 13,909
Change+403 (+3%)
Value$810.9K (-$9.4K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
DECREASED
Shares14,262 from 16,079
Change-1,817 (-11%)
Value$808.1K (-$140.3K)
Filed 2026-10-26
Beacon Hill Wealth Management Ltd.
DECREASED
Shares14,225 from 17,059
Change-2,834 (-17%)
Value$806.0K (-$200.2K)
Filed 2026-10-21
King Luther Capital Management Corp
DECREASED
Shares14,192 from 17,937
Change-3,745 (-21%)
Value$804.1K (-$253.8K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares14,183 from 15,103
Change-920 (-6%)
Value$803.6K (-$87.2K)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares14,079 from 14,070
Change+9 (+0%)
Value$797.7K (-$32.1K)
Filed 2026-10-13
Pictet North America Advisors SA
DECREASED
Shares14,040 from 14,120
Change-80 (-1%)
Value$795.5K (-$37.3K)
Filed 2026-10-21
Granite Islands Private Wealth, LLC
DECREASED
Shares14,017 from 14,511
Change-494 (-3%)
Value$794.2K (-$61.7K)
Filed 2026-10-16
Crumly & Associates Inc.
INCREASED
Shares14,000 from 10,325
Change+3,675 (+36%)
Value$793.2K (+$184.3K)
Filed 2026-10-07
Daymark Wealth Partners, LLC
NEW
Shares13,905
Change+13,905
Value$787.9K
Filed 2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED
Shares13,767 from 13,767
Change0 (0%)
Value$780.0K (-$31.9K)
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares13,717 from 13,242
Change+475 (+4%)
Value$777.2K (-$3.8K)
Filed 2026-11-02
FCG Investment Co
DECREASED
Shares13,433 from 13,637
Change-204 (-1%)
Value$761.1K (-$43.2K)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares13,351 from 13,526
Change-175 (-1%)
Value$756.5K (-$41.3K)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
DECREASED
Shares13,223 from 41,657
Change-28,434 (-68%)
Value$749.2K (-$1.7M)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares13,063 from 12,657
Change+406 (+3%)
Value$745.0K (+$6.6K)
Filed 2026-10-21
Ramiah Investment Group
DECREASED
Shares12,952 from 21,623
Change-8,671 (-40%)
Value$733.9K (-$541.4K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares12,351 from 12,233
Change+118 (+1%)
Value$699.8K (-$21.7K)
Filed 2026-11-03
LeConte Wealth Management, LLC
DECREASED
Shares12,332 from 17,456
Change-5,124 (-29%)
Value$698.8K (-$330.8K)
Filed 2026-10-20
Hegarty Advisors, LLC
DECREASED
Shares12,253 from 12,260
Change-7 (0%)
Value$694.3K (-$28.8K)
Filed 2026-10-20
Venture Visionary Partners LLC
DECREASED
Shares12,029 from 14,911
Change-2,882 (-19%)
Value$681.6K (-$197.9K)
Filed 2026-10-07
Facet Wealth, Inc.
INCREASED
Shares11,811 from 4,453
Change+7,358 (+165%)
Value$669.2K (+$406.5K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares11,557 from 16,222
Change-4,665 (-29%)
Value$654.8K (-$302.0K)
Filed 2026-10-21
Steinberganna Wealth Management
INCREASED
Shares11,553 from 5,383
Change+6,170 (+115%)
Value$654.6K (+$337.1K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares11,477 from 12,113
Change-636 (-5%)
Value$650.3K (-$64.1K)
Filed 2026-11-04
Y.D. More Investments Ltd
NEW
Shares11,246
Change+11,246
Value$637.2K
Filed 2026-11-02
Carter Financial Group, Inc.
DECREASED
Shares11,243 from 12,418
Change-1,175 (-9%)
Value$637.0K (-$95.4K)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares10,958 from 9,865
Change+1,093 (+11%)
Value$620.9K (+$39.0K)
Filed 2026-10-08
Flagstone Financial Management
INCREASED
Shares10,817 from 10,612
Change+205 (+2%)
Value$612.9K (-$13.0K)
Filed 2026-11-05
FC Advisory LLC
INCREASED
Shares10,567 from 7,843
Change+2,724 (+35%)
Value$598.7K (+$136.1K)
Filed 2026-10-05
Lauer Wealth, LLC
DECREASED
Shares10,260 from 40,474
Change-30,214 (-75%)
Value$582.2K (-$1.8M)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares10,238 from 13,066
Change-2,828 (-22%)
Value$580.1K (-$190.5K)
Filed 2026-10-27
Evergreen Capital Management LLC
UNCHANGED
Shares10,095 from 10,095
Change0 (0%)
Value$572.0K (-$23.4K)
Filed 2026-10-23
Bfsg, LLC
INCREASED
Shares10,035 from 5,895
Change+4,140 (+70%)
Value$568.6K (+$220.9K)
Filed 2026-10-30
Arena Capital Advisors, LLC- CA
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$566.6K (-$23.2K)
Filed 2026-10-28
RFG Holdings, Inc.
INCREASED
Shares9,963 from 9,864
Change+99 (+1%)
Value$564.6K (-$17.2K)
Filed 2026-10-30
RCS Financial Planning, LLC
NEW
Shares9,930
Change+9,930
Value$562.6K
Filed 2026-10-14
Lido Advisors, LLC
DECREASED
Shares9,807 from 21,078
Change-11,271 (-53%)
Value$555.7K (-$687.5K)
Filed 2026-11-04
Keeler Thomas Management LLC
INCREASED
Shares9,781 from 8,818
Change+963 (+11%)
Value$554.2K (+$34.1K)
Filed 2026-10-29
Midwest Financial Partners Investments, Inc.
INCREASED
Shares9,712 from 7,099
Change+2,613 (+37%)
Value$550.3K (+$131.6K)
Filed 2026-10-08
Nixon Peabody Trust Co
DECREASED
Shares9,623 from 11,828
Change-2,205 (-19%)
Value$545.2K (-$152.4K)
Filed 2026-10-23
Madrid Wealth Management, LLC
UNCHANGED
Shares9,463 from 9,463
Change0 (0%)
Value$536.2K (-$22.0K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares9,277 from 10,243
Change-966 (-9%)
Value$525.6K (-$78.5K)
Filed 2026-10-15
Clear Point Advisors Inc.
DECREASED
Shares9,263 from 10,774
Change-1,511 (-14%)
Value$524.9K (-$110.6K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares9,204 from 10,488
Change-1,284 (-12%)
Value$521.5K (-$97.1K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares9,151 from 10,523
Change-1,372 (-13%)
Value$518.5K (-$102.2K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares9,083 from 7,504
Change+1,579 (+21%)
Value$514.6K (+$72.1K)
Filed 2026-10-22
Wells Financial Advisors Inc
INCREASED
Shares9,040 from 7,190
Change+1,850 (+26%)
Value$512.2K (+$88.1K)
Filed 2026-11-02
IVC Wealth Advisors LLC
DECREASED
Shares9,019 from 9,117
Change-98 (-1%)
Value$511.0K (-$26.7K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
INCREASED
Shares8,974 from 8,967
Change+7 (+0%)
Value$508.5K (-$20.4K)
Filed 2026-10-28
Portland Financial Advisors Inc
INCREASED
Shares8,950 from 6,022
Change+2,928 (+49%)
Value$507.1K (+$151.9K)
Filed 2026-10-26
Rinkey Investments
DECREASED
Shares8,868 from 12,451
Change-3,583 (-29%)
Value$502.5K (-$231.9K)
Filed 2026-10-28
Ullmann Wealth Partners Group, LLC
NEW
Shares8,763
Change+8,763
Value$496.5K
Filed 2026-11-02
L.K. Benson & Company, P.C.
NEW
Shares8,698
Change+8,698
Value$492.9K
Filed 2026-10-23
Tennessee Valley Asset Management Partners
UNCHANGED
Shares8,631 from 8,631
Change0 (0%)
Value$489.0K (-$20.0K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
DECREASED
Shares8,621 from 9,401
Change-780 (-8%)
Value$488.5K (-$66.0K)
Filed 2026-11-04
Fifth Third Securities, Inc.
NEW
Shares8,555
Change+8,555
Value$484.7K
Filed 2026-10-21
Mcdonald Partners LLC
NEW
Shares8,506
Change+8,506
Value$482.0K
Filed 2026-11-03
Fonville Wealth Management LLC
INCREASED
Shares8,473 from 3,507
Change+4,966 (+142%)
Value$480.1K (+$273.3K)
Filed 2026-10-28
Trust Co
DECREASED
Shares8,467 from 8,749
Change-282 (-3%)
Value$479.7K (-$36.3K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
INCREASED
Shares8,429 from 5,542
Change+2,887 (+52%)
Value$477.6K (+$150.7K)
Filed 2026-10-26
Bdfs Capital LLC
NEW
Shares8,420
Change+8,420
Value$477.1K
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares8,313 from 6,964
Change+1,349 (+19%)
Value$471.0K (+$60.3K)
Filed 2026-10-14
Stephens Group Asset Management, LLC
UNCHANGED
Shares8,305 from 8,305
Change0 (0%)
Value$470.6K (-$19.3K)
Filed 2026-10-09
Ignite Planners, LLC
DECREASED
Shares8,262 from 25,781
Change-17,519 (-68%)
Value$468.1K (-$1.1M)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares8,179 from 11,371
Change-3,192 (-28%)
Value$463.4K (-$207.2K)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares8,098 from 6,336
Change+1,762 (+28%)
Value$458.8K (+$85.1K)
Filed 2026-10-28
Certified Advisory Corp
DECREASED
Shares8,073 from 8,117
Change-44 (-1%)
Value$457.4K (-$21.4K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares7,882 from 7,772
Change+110 (+1%)
Value$446.6K (-$11.8K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,795 from 7,794
Change+1 (+0%)
Value$441.7K (-$18.0K)
Filed 2026-10-29
Breakwater Investment Management
DECREASED
Shares7,794 from 19,379
Change-11,585 (-60%)
Value$441.6K (-$701.4K)
Filed 2026-10-20
Versant Capital Management, Inc
NEW
Shares7,751
Change+7,751
Value$439.2K
Filed 2026-10-02
Oppenheimer & Co Inc
INCREASED
Shares7,668 from 5,131
Change+2,537 (+49%)
Value$434.5K (+$131.8K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares7,646 from 7,955
Change-309 (-4%)
Value$433.2K (-$36.0K)
Filed 2026-10-08
Bauman Advisory Group, LLC
NEW
Shares7,626
Change+7,626
Value$432.1K
Filed 2026-10-29
Harbor Capital Advisors, Inc.
INCREASED
Shares7,603 from 7,602
Change+1 (+0%)
Value$431 (-$447.6K)
Filed 2026-10-22
Inlight Wealth Management, LLC
INCREASED
Shares7,578 from 6,427
Change+1,151 (+18%)
Value$429.4K (+$50.3K)
Filed 2026-10-21
Matauro, LLC
INCREASED
Shares7,559 from 4,599
Change+2,960 (+64%)
Value$428.3K (+$157.1K)
Filed 2026-11-03
True North Advisors, LLC
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$427.8K (-$17.5K)
Filed 2026-10-22
Gibbs Wealth Management
NEW
Shares7,453
Change+7,453
Value$422.3K
Filed 2026-10-22
Indivisible Partners
NEW
Shares7,448
Change+7,448
Value$422.0K
Filed 2026-10-26
BAM Wealth Management, LLC
DECREASED
Shares7,355 from 7,887
Change-532 (-7%)
Value$416.7K (-$48.4K)
Filed 2026-10-15
Manchester Capital Management LLC
NEW
Shares7,350
Change+7,350
Value$416.5K
Filed 2026-10-22
Conrad Siegel Investment Advisors, Inc.
NEW
Shares7,344
Change+7,344
Value$416.1K
Filed 2026-10-08
Princeton Global Asset Management LLC
DECREASED
Shares7,301 from 8,139
Change-838 (-10%)
Value$413.7K (-$66.4K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
DECREASED
Shares7,189 from 26,704
Change-19,515 (-73%)
Value$407.3K (-$1.2M)
Filed 2026-10-09
Summit Global Investments
INCREASED
Shares7,099 from 7,098
Change+1 (+0%)
Value$402 (-$418.6K)
Filed 2026-10-28
Quartz Partners, LLC
NEW
Shares7,063
Change+7,063
Value$400.2K
Filed 2026-11-03
Brighton Jones LLC
NEW
Shares6,972
Change+6,972
Value$395.1K
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares6,956 from 6,956
Change0 (0%)
Value$394.1K (-$16.1K)
Filed 2026-10-23
McAdam, LLC
DECREASED
Shares6,779 from 14,910
Change-8,131 (-55%)
Value$384.1K (-$495.3K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares6,739 from 7,634
Change-895 (-12%)
Value$381.8K (-$68.4K)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares6,698 from 6,698
Change0 (0%)
Value$379.5K (-$15.5K)
Filed 2026-10-30
Novem Group
INCREASED
Shares6,619 from 4,904
Change+1,715 (+35%)
Value$375.0K (+$85.8K)
Filed 2026-10-19
Fortress Financial Solutions, LLC
NEW
Shares6,590
Change+6,590
Value$373.4K
Filed 2026-10-14
Ledyard National Bank
NEW
Shares6,539
Change+6,539
Value$370.5K
Filed 2026-10-21
Claro Advisors Inc.
NEW
Shares6,474
Change+6,474
Value$366.8K
Filed 2026-11-02
Dynamic Advisor Solutions LLC
DECREASED
Shares6,311 from 6,982
Change-671 (-10%)
Value$357.6K (-$54.2K)
Filed 2026-10-13
Glenview Trust Co
NEW
Shares6,306
Change+6,306
Value$357.3K
Filed 2026-10-28
Greenleaf Trust
NEW
Shares6,178
Change+6,178
Value$350.0K
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares6,051 from 6,031
Change+20 (+0%)
Value$342.0K (-$11.3K)
Filed 2026-10-09
Core Wealth Partners LLC
DECREASED
Shares6,022 from 6,561
Change-539 (-8%)
Value$341.2K (-$45.8K)
Filed 2026-11-02
Cabot Wealth Management Inc
NEW
Shares5,979
Change+5,979
Value$338.8K
Filed 2026-11-05
Morton Capital Management LLC
DECREASED
Shares5,970 from 10,714
Change-4,744 (-44%)
Value$338.3K (-$293.7K)
Filed 2026-10-23
Portside Wealth Group, LLC
DECREASED
Shares5,929 from 6,275
Change-346 (-6%)
Value$335.9K (-$34.2K)
Filed 2026-10-20
Cassilly Financial Group LLC
INCREASED
Shares5,926 from 4,516
Change+1,410 (+31%)
Value$335.8K (+$69.4K)
Filed 2026-10-07
Ballast Rock Private Wealth LLC
DECREASED
Shares5,884 from 6,626
Change-742 (-11%)
Value$333.4K (-$57.4K)
Filed 2026-10-26
Elevation Capital Advisory, LLC
UNCHANGED
Shares5,654 from 5,654
Change0 (0%)
Value$320.4K (-$13.1K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
NEW
Shares5,567
Change+5,567
Value$315.4K
Filed 2026-11-03
Focus Financial Network, Inc.
DECREASED
Shares5,549 from 5,814
Change-265 (-5%)
Value$314.4K (-$28.5K)
Filed 2026-10-14
Kingdom Financial Group Llc.
INCREASED
Shares5,508 from 5,431
Change+77 (+1%)
Value$312.1K (-$8.2K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
DECREASED
Shares5,443 from 5,461
Change-18 (0%)
Value$308.4K (-$13.7K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
NEW
Shares5,428
Change+5,428
Value$307.5K
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares5,399 from 3,409
Change+1,990 (+58%)
Value$305.9K (+$104.8K)
Filed 2026-11-05
Sachem Hill LLC
DECREASED
Shares5,397 from 5,924
Change-527 (-9%)
Value$305.8K (-$43.6K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares5,347 from 5,122
Change+225 (+4%)
Value$303.0K (+$865)
Filed 2026-10-27
Centennial Advisors, LLC
DECREASED
Shares5,316 from 5,417
Change-101 (-2%)
Value$301.2K (-$18.3K)
Filed 2026-10-21
Arlington Financial Advisors, LLC
UNCHANGED
Shares5,278 from 5,278
Change0 (0%)
Value$299.1K (-$12.2K)
Filed 2026-10-19
Iowa State Bank
UNCHANGED
Shares5,271 from 5,271
Change0 (0%)
Value$298.7K (-$12.2K)
Filed 2026-10-06
BAR Harbor Wealth Management
INCREASED
Shares5,255 from 3,643
Change+1,612 (+44%)
Value$297.7K (+$82.9K)
Filed 2026-10-21
Joel Adams & Associates, Inc.
DECREASED
Shares5,230 from 7,020
Change-1,790 (-25%)
Value$296.3K (-$117.7K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares5,210 from 8,891
Change-3,681 (-41%)
Value$295.2K (-$229.1K)
Filed 2026-10-13
Winter & Associates, Inc.
INCREASED
Shares5,196 from 4,686
Change+510 (+11%)
Value$296.3K (+$19.9K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares5,157 from 5,148
Change+9 (+0%)
Value$292.2K (-$11.4K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares5,147 from 4,317
Change+830 (+19%)
Value$291.6K (+$37.0K)
Filed 2026-10-23
InTrack Investment Management Inc
DECREASED
Shares5,134 from 6,073
Change-939 (-15%)
Value$290.9K (-$67.3K)
Filed 2026-10-15
Ballast, Inc.
NEW
Shares5,104
Change+5,104
Value$289.2K
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED
Shares5,083 from 4,977
Change+106 (+2%)
Value$288.0K (-$5.5K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
NEW
Shares5,035
Change+5,035
Value$285.3K
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares5,033 from 7,462
Change-2,429 (-33%)
Value$285.3K (-$154.8K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$283.3K (-$11.6K)
Filed 2026-11-04
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$281.8K (-$11.5K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,813 from 5,277
Change-464 (-9%)
Value$272.7K (-$38.5K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares4,752 from 4,752
Change0 (0%)
Value$269.2K (-$11.0K)
Filed 2026-10-13
Howard Wealth Management, LLC
INCREASED
Shares4,699 from 4,672
Change+27 (+1%)
Value$266.3K (-$9.3K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
NEW
Shares4,688
Change+4,688
Value$265.6K
Filed 2026-10-21
Financial Council, LLC
INCREASED
Shares4,675 from 4,661
Change+14 (+0%)
Value$264.9K (-$10.0K)
Filed 2026-11-02
Founders Financial Securities LLC
NEW
Shares4,673
Change+4,673
Value$264.8K
Filed 2026-10-28
Phillips Financial Management, LLC
NEW
Shares4,668
Change+4,668
Value$264.5K
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares4,610 from 10,434
Change-5,824 (-56%)
Value$261.2K (-$354.2K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares4,563 from 4,360
Change+203 (+5%)
Value$258.5K (+$1.4K)
Filed 2026-10-14
Professional Financial Advisors, LLC
INCREASED
Shares4,547 from 4,436
Change+111 (+3%)
Value$257.6K (-$4.0K)
Filed 2026-10-13
ETF Store, Inc.
DECREASED
Shares4,472 from 4,927
Change-455 (-9%)
Value$253.4K (-$37.2K)
Filed 2026-10-19
CWA Asset Management Group, LLC
NEW
Shares4,430
Change+4,430
Value$251.0K
Filed 2026-10-19
SwitchPoint Financial Planning, LLC
INCREASED
Shares4,406 from 4,362
Change+44 (+1%)
Value$249.7K (-$7.6K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares4,397 from 2,982
Change+1,415 (+47%)
Value$249.1K (+$73.2K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares4,381 from 4,154
Change+227 (+5%)
Value$248 (+$3)
Filed 2026-10-02
Sovran Advisors, LLC
DECREASED
Shares4,378 from 6,522
Change-2,144 (-33%)
Value$251.7K (-$130.1K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
INCREASED
Shares4,373 from 4,329
Change+44 (+1%)
Value$247.8K (-$7.6K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
NEW
Shares4,343
Change+4,343
Value$246.1K
Filed 2026-10-08
Principle Wealth Partners LLC
DECREASED
Shares4,323 from 4,324
Change-1 (0%)
Value$245.0K (-$10.0K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$244.2K (-$10.0K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$248.9K (-$5.3K)
Filed 2026-11-04
Meyer Handelman Co
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$243.4K (-$10.0K)
Filed 2026-10-28
Lincoln Capital Corp
INCREASED
Shares4,267 from 4,240
Change+27 (+1%)
Value$241.8K (-$8.3K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares4,231 from 4,212
Change+19 (+0%)
Value$239.7K (-$8.7K)
Filed 2026-10-29
BLB&B Advisors, LLC
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$238.6K (-$9.8K)
Filed 2026-10-27
HB Wealth Management, LLC
NEW
Shares4,169
Change+4,169
Value$236.2K
Filed 2026-10-23
Ameraudi Asset Management, Inc.
UNCHANGED
Shares4,158 from 4,158
Change0 (0%)
Value$235.6K (-$9.6K)
Filed 2026-11-05
Nations Financial Group Inc,
NEW
Shares4,119
Change+4,119
Value$233.4K
Filed 2026-11-05
Waller Financial Planning Group, Inc
DECREASED
Shares4,087 from 4,145
Change-58 (-1%)
Value$231.6K (-$12.9K)
Filed 2026-10-07
Calamos Wealth Management LLC
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$231.2K (-$9.5K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares4,060 from 1,092
Change+2,968 (+272%)
Value$230.0K (+$165.6K)
Filed 2026-10-20
River Street Advisors LLC
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$230.0K (-$9.4K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,039 from 4,109
Change-70 (-2%)
Value$228.9K (-$13.5K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
INCREASED
Shares4,034 from 3,616
Change+418 (+12%)
Value$228.6K (+$15.3K)
Filed 2026-11-02
Washington Trust Bank
NEW
Shares4,022
Change+4,022
Value$227.9K
Filed 2026-11-03
Oak Grove Capital LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$226.6K (-$9.3K)
Filed 2026-10-09
Victory Financial Group, LLC
DECREASED
Shares3,944 from 4,711
Change-767 (-16%)
Value$223.5K (-$54.4K)
Filed 2026-10-27
LFG Wealth Partners, LLC
NEW
Shares3,939
Change+3,939
Value$223.2K
Filed 2026-10-28
Bison Wealth, LLC
NEW
Shares3,934
Change+3,934
Value$223.1K
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares3,905 from 9,237
Change-5,332 (-58%)
Value$221.3K (-$323.5K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
DECREASED
Shares3,870 from 5,158
Change-1,288 (-25%)
Value$219.3K (-$84.9K)
Filed 2026-10-29
Visionary Wealth Advisors
DECREASED
Shares3,760 from 5,910
Change-2,150 (-36%)
Value$213.0K (-$135.5K)
Filed 2026-11-04
IFG Advisors, LLC
INCREASED
Shares3,692 from 3,671
Change+21 (+1%)
Value$209.2K (-$7.3K)
Filed 2026-10-15
HMS Capital Management, LLC
INCREASED
Shares3,667 from 3,410
Change+257 (+8%)
Value$207.8K (+$6.7K)
Filed 2026-10-20
Busey Bank
NEW
Shares3,639
Change+3,639
Value$206.2K
Filed 2026-10-26
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares3,576 from 3,540
Change+36 (+1%)
Value$202.6K (-$6.2K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,538 from 4,299
Change-761 (-18%)
Value$200.5K (-$53.1K)
Filed 2026-10-23
GenWealth Group, Inc.
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$200.0K (-$8.2K)
Filed 2026-10-16
Raleigh Capital Management Inc.
INCREASED
Shares3,328 from 3,252
Change+76 (+2%)
Value$188.6K (-$3.3K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares3,267
Change+3,267
Value$185.1K
Filed 2026-10-27
Citizens National Bank Trust Department
NEW
Shares3,200
Change+3,200
Value$181.3K
Filed 2026-11-04
Friedenthal Financial
NEW
Shares3,191
Change+3,191
Value$180.8K
Filed 2026-10-27
NBH Bank
INCREASED
Shares3,076 from 2,740
Change+336 (+12%)
Value$174.3K (+$12.7K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares2,915 from 2,915
Change0 (0%)
Value$165.2K (-$6.8K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares2,817 from 5,693
Change-2,876 (-51%)
Value$159.6K (-$176.1K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares2,687 from 937
Change+1,750 (+187%)
Value$152.2K (+$97.0K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$151.6K (-$6.2K)
Filed 2026-10-23
Avion Wealth
DECREASED
Shares2,512 from 3,197
Change-685 (-21%)
Value$142 (-$187.9K)
Filed 2026-11-04
Chapman Financial Group, LLC
UNCHANGED
Shares2,471 from 2,471
Change0 (0%)
Value$140.0K (-$5.7K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares2,307
Change+2,307
Value$130.7K
Filed 2026-11-05
Eastern Bank
DECREASED
Shares1,930 from 5,175
Change-3,245 (-63%)
Value$109.4K (-$195.9K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares1,812 from 1,883
Change-71 (-4%)
Value$102.7K (-$8.4K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares1,759
Change+1,759
Value$99.7K
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares1,756 from 273
Change+1,483 (+543%)
Value$99.5K (+$83.4K)
Filed 2026-10-26
Realta Investment Advisors
NEW
Shares1,746
Change+1,746
Value$98.9K
Filed 2026-10-14
Trust Co of Vermont
DECREASED
Shares1,733 from 1,771
Change-38 (-2%)
Value$98.2K (-$6.3K)
Filed 2026-10-21
Security National Bank
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$85.0K (-$3.5K)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$85.0K (-$3.5K)
Filed 2026-10-23
Paladin Partners, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$83.3K (-$3.4K)
Filed 2026-10-06
Essential Partners LLC
INCREASED
Shares1,369 from 1,359
Change+10 (+1%)
Value$77.6K (-$2.6K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$64.0K (-$2.6K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares1,048 from 3,250
Change-2,202 (-68%)
Value$59.4K (-$132.3K)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares1,002
Change+1,002
Value$56.8K
Filed 2026-11-02
Montgomery Financial Services LLC
INCREASED
Shares956 from 486
Change+470 (+97%)
Value$54.2K (+$25.5K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares938 from 11
Change+927 (+8427%)
Value$53.2K (+$52.5K)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$48.0K (-$2.0K)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$47.8K (-$2.0K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$46.1K (-$1.9K)
Filed 2026-10-15
Vestor Capital, LLC
NEW
Shares802
Change+802
Value$137
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares794
Change+794
Value$45.0K
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$43.5K (-$1.5K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares759 from 1,393
Change-634 (-46%)
Value$43.0K (-$39.2K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
NEW
Shares715
Change+715
Value$40.5K
Filed 2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$40 (-$2)
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares705 from 585
Change+120 (+21%)
Value$39.9K (+$5.4K)
Filed 2026-10-13
DT Investment Partners, LLC
INCREASED
Shares611 from 567
Change+44 (+8%)
Value$34.6K (+$1.2K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
DECREASED
Shares594 from 2,565
Change-1,971 (-77%)
Value$33.7K (-$117.6K)
Filed 2026-10-23
Asset Dedication, LLC
NEW
Shares593
Change+593
Value$33.6K
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares555
Change+555
Value$31.4K
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares555 from 545
Change+10 (+2%)
Value$31.4K (-$698)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares539 from 102
Change+437 (+428%)
Value$30.5K (+$24.5K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares534 from 933
Change-399 (-43%)
Value$30.3K (-$24.8K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares528 from 440
Change+88 (+20%)
Value$29.9K (+$4.0K)
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares510
Change+510
Value$28.9K
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.3K (-$1.2K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares458 from 455
Change+3 (+1%)
Value$26.0K (-$878)
Filed 2026-10-30
Trust Co of Toledo NA
DECREASED
Shares441 from 1,572
Change-1,131 (-72%)
Value$25.0K (-$67.7K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
NEW
Shares432
Change+432
Value$24.5K
Filed 2026-10-19
Gamma Investing LLC
DECREASED
Shares429 from 549
Change-120 (-22%)
Value$24.3K (-$8.1K)
Filed 2026-10-08
Wagner Wealth Management, LLC
NEW
Shares410
Change+410
Value$23.2K
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$21.8K (-$893)
Filed 2026-10-26
Networth Advisors, LLC
INCREASED
Shares378 from 376
Change+2 (+1%)
Value$21.4K (-$743)
Filed 2026-11-03
Nemes Rush Group LLC
DECREASED
Shares337 from 1,239
Change-902 (-73%)
Value$19.1K (-$54.0K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$19 (-$1)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares331
Change+331
Value$18.8K
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares328 from 77
Change+251 (+326%)
Value$18.6K (+$14.0K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares317 from 314
Change+3 (+1%)
Value$18.0K (-$548)
Filed 2026-11-04
Markowski Investments
NEW
Shares303
Change+303
Value$17.2K
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
NEW
Shares295
Change+295
Value$16.7K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares261
Change+261
Value$14.8K
Filed 2026-10-21
POM Investment Strategies, LLC
NEW
Shares257
Change+257
Value$14.6K
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares245 from 129
Change+116 (+90%)
Value$13.9K (+$6.3K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$13.9K (-$568)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$13.5K (-$552)
Filed 2026-10-08
Strengthening Families & Communities, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$13.1K (-$538)
Filed 2026-10-21
Yankcom Partnership
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$13.0K (-$533)
Filed 2026-10-15
Daiwa Securities Group Inc.
DECREASED
Shares196 from 247
Change-51 (-21%)
Value$11.1K (-$3.5K)
Filed 2026-10-29
Evolution Wealth Management Inc.
INCREASED
Shares190 from 140
Change+50 (+36%)
Value$10.8K (+$2.5K)
Filed 2026-10-28
High Note Wealth, LLC
DECREASED
Shares184 from 215
Change-31 (-14%)
Value$10.4K (-$2.3K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares178
Change+178
Value$10.1K
Filed 2026-11-03
Transce3nd, LLC
DECREASED
Shares176 from 201
Change-25 (-12%)
Value$10.0K (-$1.7K)
Filed 2026-10-26
Investors Research Corp
INCREASED
Shares163 from 37
Change+126 (+341%)
Value$9.2K (+$7.1K)
Filed 2026-10-07
Barrett & Company, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$8.3K (-$341)
Filed 2026-10-22
MB, Levis & Associates, LLC
INCREASED
Shares140 from 139
Change+1 (+1%)
Value$8.0K (-$243)
Filed 2026-10-16
Compass Financial Management LLC
NEW
Shares133
Change+133
Value$7.5K
Filed 2026-10-30
Biltmore Family Office, LLC
NEW
Shares130
Change+130
Value$7.4K
Filed 2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$7.2K (-$294)
Filed 2026-10-22
First Command Advisory Services, Inc.
NEW
Shares122
Change+122
Value$6.9K
Filed 2026-11-05
Axiom Investment Management LLC
NEW
Shares114
Change+114
Value$6.5K
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$6.2K (-$255)
Filed 2026-10-22
Nfsg Corp
DECREASED
Shares100 from 126
Change-26 (-21%)
Value$5.7K (-$1.8K)
Filed 2026-10-15
Wolff Wiese Magana LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.6K (-$230)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares91
Change+91
Value$5
Filed 2026-10-02
Olistico Wealth, LLC
DECREASED
Shares69 from 163
Change-94 (-58%)
Value$3.9K (-$5.7K)
Filed 2026-10-05
Spire Wealth Management
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.7K (-$153)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.3K (-$135)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.2K (-$130)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares55 from 60
Change-5 (-8%)
Value$3.1K (-$423)
Filed 2026-10-14
Bayban
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.7K ($0)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.5K (-$102)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
DECREASED
Shares34 from 329
Change-295 (-90%)
Value$1.9K (-$17.5K)
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$793 (-$33)
Filed 2026-10-27
Hoese & Co LLP
DECREASED
Shares8 from 212
Change-204 (-96%)
Value$453 (-$12.0K)
Filed 2026-10-21
Aspect Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$283 (-$12)
Filed 2026-10-20
Rakuten Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$57 (-$2)
Filed 2026-11-02
Newport Capital Group, LLC
CLOSED
Shares0 from 244,928
Change-244,928 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-16
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 226,787
Change-226,787 (-100%)
Value$0 (-$13.4M)
Filed 2026-10-02
Garde Capital, Inc.
CLOSED
Shares0 from 205,494
Change-205,494 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-29
Financial Architects, LLC
CLOSED
Shares0 from 199,845
Change-199,845 (-100%)
Value$0 (-$11.8M)
Filed 2026-10-13
AXS Investments LLC
CLOSED
Shares0 from 29,017
Change-29,017 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Enclave Advisors LLC
CLOSED
Shares0 from 25,345
Change-25,345 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
PW Nova Financial Services LLC
CLOSED
Shares0 from 23,708
Change-23,708 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Bokf, NA
CLOSED
Shares0 from 17,837
Change-17,837 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Archer Investment Management, LLC
CLOSED
Shares0 from 16,979
Change-16,979 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Titan Investment Management LLC
CLOSED
Shares0 from 11,214
Change-11,214 (-100%)
Value$0 (-$661.4K)
Filed 2026-10-22
CGN Advisors LLC
CLOSED
Shares0 from 9,520
Change-9,520 (-100%)
Value$0 (-$561.5K)
Filed 2026-10-21
Iams Wealth Management, LLC
CLOSED
Shares0 from 9,186
Change-9,186 (-100%)
Value$0 (-$541.8K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 6,494
Change-6,494 (-100%)
Value$0 (-$383.0K)
Filed 2026-10-27
Excalibur Management Corp
CLOSED
Shares0 from 6,450
Change-6,450 (-100%)
Value$0 (-$380.4K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 5,939
Change-5,939 (-100%)
Value$0 (-$350.3K)
Filed 2026-10-15
Global Assets Advisory, LLC
CLOSED
Shares0 from 5,290
Change-5,290 (-100%)
Value$0 (-$310.7K)
Filed 2026-10-28
Country Trust Bank
CLOSED
Shares0 from 4,988
Change-4,988 (-100%)
Value$0 (-$294.2K)
Filed 2026-10-30
StoneX Group Inc.
CLOSED
Shares0 from 4,629
Change-4,629 (-100%)
Value$0 (-$273.6K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 4,399
Change-4,399 (-100%)
Value$0 (-$259.5K)
Filed 2026-10-26
Integrity Investment Advisors, LLC
CLOSED
Shares0 from 4,355
Change-4,355 (-100%)
Value$0 (-$256.9K)
Filed 2026-11-03
Texas Bank & Trust Co
CLOSED
Shares0 from 4,234
Change-4,234 (-100%)
Value$0 (-$249.7K)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 4,232
Change-4,232 (-100%)
Value$0 (-$249.6K)
Filed 2026-11-02
Ethic Inc.
CLOSED
Shares0 from 3,914
Change-3,914 (-100%)
Value$0 (-$230.8K)
Filed 2026-11-03
Archvest Wealth Advisors, Inc.
CLOSED
Shares0 from 3,799
Change-3,799 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 3,733
Change-3,733 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-14
ProCore Advisors, LLC
CLOSED
Shares0 from 3,683
Change-3,683 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-14
Semitam Bonam LLC
CLOSED
Shares0 from 3,515
Change-3,515 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-27
SYM Financial Corp
CLOSED
Shares0 from 1,732
Change-1,732 (-100%)
Value$0 (-$102.2K)
Filed 2026-10-26
Tompkins Financial Corp
CLOSED
Shares0 from 1,732
Change-1,732 (-100%)
Value$0 (-$102.2K)
Filed 2026-10-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$48.5K)
Filed 2026-11-02
Bellecapital International Ltd.
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$45.4K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$44.6K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 431
Change-431 (-100%)
Value$0 (-$25.4K)
Filed 2026-10-22
Kroeger Financial Partners
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-19
Archer Investment Corp
CLOSED
Shares0 from 292
Change-292 (-100%)
Value$0 (-$17.2K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-20
Financial Consulate, Inc
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$34)
Filed 2026-10-30
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$55)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 88,414,545
Change-88,414,545 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 78,539,160
Change-78,539,160 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 25,562,812
Change-25,562,812 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,677,846
Change-23,677,846 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 23,386,000
Change-23,386,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 20,007,805
Change-20,007,805 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,151,246
Change-15,151,246 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,305,631
Change-14,305,631 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 9,900,000
Change-9,900,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,601,130
Change-9,601,130 (-100%)
Value—
Nepc LLC
N/A
Shares— from 8,475,832
Change-8,475,832 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,689,898
Change-6,689,898 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,617,220
Change-6,617,220 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,509,112
Change-6,509,112 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 6,332,861
Change-6,332,861 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,162,594
Change-5,162,594 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,972,430
Change-4,972,430 (-100%)
Value—
WIT, LLC
N/A
Shares— from 4,902,356
Change-4,902,356 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,794,788
Change-3,794,788 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,566,775
Change-3,566,775 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,352,042
Change-3,352,042 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,347,771
Change-3,347,771 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,338,006
Change-3,338,006 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,279,242
Change-3,279,242 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,093,781
Change-3,093,781 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,797,607
Change-2,797,607 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,936,951
Change-1,936,951 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,813,821
Change-1,813,821 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,439,692
Change-1,439,692 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,374,152
Change-1,374,152 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,367,109
Change-1,367,109 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,360,880
Change-1,360,880 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,300,506
Change-1,300,506 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,230,388
Change-1,230,388 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 1,200,527
Change-1,200,527 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,092,189
Change-1,092,189 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,067,286
Change-1,067,286 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 992,735
Change-992,735 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 917,662
Change-917,662 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 908,764
Change-908,764 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 814,571
Change-814,571 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 785,893
Change-785,893 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 776,899
Change-776,899 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 773,476
Change-773,476 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 748,612
Change-748,612 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 731,329
Change-731,329 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 723,935
Change-723,935 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 695,107
Change-695,107 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 673,161
Change-673,161 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 664,050
Change-664,050 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 625,686
Change-625,686 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 612,868
Change-612,868 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 600,884
Change-600,884 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 575,908
Change-575,908 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 556,923
Change-556,923 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 544,151
Change-544,151 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 530,707
Change-530,707 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 529,624
Change-529,624 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 513,682
Change-513,682 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 508,860
Change-508,860 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 502,096
Change-502,096 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 502,082
Change-502,082 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 486,707
Change-486,707 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 482,241
Change-482,241 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 475,864
Change-475,864 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 467,058
Change-467,058 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 435,894
Change-435,894 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 430,584
Change-430,584 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 410,947
Change-410,947 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 400,131
Change-400,131 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 394,346
Change-394,346 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 382,849
Change-382,849 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 373,645
Change-373,645 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 365,446
Change-365,446 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 361,424
Change-361,424 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 320,863
Change-320,863 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 319,219
Change-319,219 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 318,766
Change-318,766 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 315,717
Change-315,717 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 308,356
Change-308,356 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 301,191
Change-301,191 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 298,048
Change-298,048 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 287,129
Change-287,129 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 273,482
Change-273,482 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 272,570
Change-272,570 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 266,511
Change-266,511 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 256,842
Change-256,842 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 256,575
Change-256,575 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 252,978
Change-252,978 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 250,582
Change-250,582 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 238,993
Change-238,993 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 233,381
Change-233,381 (-100%)
Value—
Croban
N/A
Shares— from 231,680
Change-231,680 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 229,545
Change-229,545 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 217,275
Change-217,275 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 215,342
Change-215,342 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 213,462
Change-213,462 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 210,630
Change-210,630 (-100%)
Value—
Rogco, LP
N/A
Shares— from 209,038
Change-209,038 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 193,960
Change-193,960 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 187,843
Change-187,843 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 181,517
Change-181,517 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 177,540
Change-177,540 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 177,521
Change-177,521 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 168,805
Change-168,805 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 156,096
Change-156,096 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 155,710
Change-155,710 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 155,081
Change-155,081 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 149,712
Change-149,712 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 145,996
Change-145,996 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 144,585
Change-144,585 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 140,399
Change-140,399 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 138,300
Change-138,300 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 135,920
Change-135,920 (-100%)
Value—
&partners
N/A
Shares— from 133,732
Change-133,732 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 131,880
Change-131,880 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 123,116
Change-123,116 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 119,204
Change-119,204 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 118,021
Change-118,021 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 117,824
Change-117,824 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 113,746
Change-113,746 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 111,330
Change-111,330 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 107,526
Change-107,526 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 105,994
Change-105,994 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 105,738
Change-105,738 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 105,501
Change-105,501 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 103,384
Change-103,384 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 101,751
Change-101,751 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 99,922
Change-99,922 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 99,437
Change-99,437 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 98,009
Change-98,009 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 98,008
Change-98,008 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 97,063
Change-97,063 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 96,739
Change-96,739 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 95,960
Change-95,960 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 95,176
Change-95,176 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 95,157
Change-95,157 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 94,943
Change-94,943 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 93,050
Change-93,050 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 92,642
Change-92,642 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 91,168
Change-91,168 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 89,882
Change-89,882 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 87,675
Change-87,675 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 87,150
Change-87,150 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 86,505
Change-86,505 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 85,992
Change-85,992 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 84,552
Change-84,552 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 83,380
Change-83,380 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 81,139
Change-81,139 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 80,295
Change-80,295 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 78,552
Change-78,552 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 77,074
Change-77,074 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 76,117
Change-76,117 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 73,044
Change-73,044 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 71,922
Change-71,922 (-100%)
Value—
Betterment LLC
N/A
Shares— from 70,797
Change-70,797 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 70,746
Change-70,746 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 70,679
Change-70,679 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 70,398
Change-70,398 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 68,544
Change-68,544 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 68,285
Change-68,285 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 68,095
Change-68,095 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 66,645
Change-66,645 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 65,210
Change-65,210 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 65,152
Change-65,152 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 64,870
Change-64,870 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 64,792
Change-64,792 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 63,474
Change-63,474 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 60,803
Change-60,803 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 59,352
Change-59,352 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 54,954
Change-54,954 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 54,614
Change-54,614 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 54,048
Change-54,048 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 52,701
Change-52,701 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 52,410
Change-52,410 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 51,280
Change-51,280 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 50,973
Change-50,973 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 50,755
Change-50,755 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 50,663
Change-50,663 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 49,065
Change-49,065 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 47,980
Change-47,980 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 47,161
Change-47,161 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 43,491
Change-43,491 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 42,625
Change-42,625 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 41,876
Change-41,876 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 41,873
Change-41,873 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 40,038
Change-40,038 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 39,887
Change-39,887 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 39,327
Change-39,327 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 37,955
Change-37,955 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,652
Change-37,652 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 37,249
Change-37,249 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 36,788
Change-36,788 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 36,767
Change-36,767 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 36,512
Change-36,512 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 35,978
Change-35,978 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 35,843
Change-35,843 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 35,779
Change-35,779 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 35,470
Change-35,470 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,434
Change-34,434 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 34,207
Change-34,207 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,017
Change-34,017 (-100%)
Value—
Blair William & Co
N/A
Shares— from 33,992
Change-33,992 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,378
Change-33,378 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 33,228
Change-33,228 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 33,205
Change-33,205 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 32,752
Change-32,752 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 32,751
Change-32,751 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,030
Change-32,030 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 31,329
Change-31,329 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 31,081
Change-31,081 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 30,652
Change-30,652 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 29,745
Change-29,745 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 29,491
Change-29,491 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 29,212
Change-29,212 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 27,922
Change-27,922 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 26,377
Change-26,377 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 25,908
Change-25,908 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 25,321
Change-25,321 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 25,028
Change-25,028 (-100%)
Value—
Nwam LLC
N/A
Shares— from 24,614
Change-24,614 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,640
Change-23,640 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 23,332
Change-23,332 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,269
Change-23,269 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 21,863
Change-21,863 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 20,871
Change-20,871 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,773
Change-20,773 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 18,951
Change-18,951 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 18,852
Change-18,852 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,378
Change-18,378 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 18,254
Change-18,254 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 18,110
Change-18,110 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,802
Change-17,802 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 17,690
Change-17,690 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 17,446
Change-17,446 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,579
Change-16,579 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,543
Change-16,543 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 16,133
Change-16,133 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 15,186
Change-15,186 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,185
Change-15,185 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,058
Change-15,058 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 14,882
Change-14,882 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,793
Change-14,793 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,116
Change-14,116 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,683
Change-12,683 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 12,682
Change-12,682 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 12,479
Change-12,479 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,560
Change-11,560 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,382
Change-11,382 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 10,804
Change-10,804 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,716
Change-10,716 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,701
Change-10,701 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Summitry LLC
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 9,816
Change-9,816 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 8,598
Change-8,598 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,467
Change-6,467 (-100%)
Value—
American Trust
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Ketron Financial
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 4,169
Change-4,169 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 872
Change-872 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 806
Change-806 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 313
Change-313 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 180
Change-180 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 122
Change-122 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 82
Change-82 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Creative Planning
INCREASED22,732,51521,003,636+1,728,879+8%$1.2B$1.3B+$49.2M2026-11-02
Maseco LLP
INCREASED7,212,4366,671,234+541,202+8%$393.4M$408.7M+$15.3M2026-10-27
Blue Trust, Inc.
INCREASED6,591,1896,536,465+54,724+1%$385.5M$373.5M-$12.1M2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED4,484,7194,196,999+287,720+7%$247.5M$254.1M+$6.6M2026-10-14
Foster Group, Inc.
INCREASED2,945,1742,804,026+141,148+5%$165.4M$166.9M+$1.5M2026-10-13
Acropolis Investment Management, LLC
DECREASED2,653,9702,756,549-102,579-4%$162.6M$150.4M-$12.2M2026-10-08
Bangor Savings Bank
INCREASED2,322,6052,296,384+26,221+1%$135.4M$131.6M-$3.8M2026-10-06
Tanglewood Wealth Management, Inc.
INCREASED2,281,2471,026,225+1,255,022+122%$60.5M$129.3M+$68.7M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED1,983,6111,948,930+34,681+2%$114.1M$112.6M-$1.6M2026-10-13
First Interstate Bank
DECREASED1,925,1521,927,652-2,5000%$113.7M$109.1M-$4.6M2026-10-23
Kestra Investment Management, LLC
INCREASED1,910,2031,895,511+14,692+1%$111.8M$108.2M-$3.6M2026-11-04
Capital Investment Advisors, LLC
INCREASED1,907,832161,013+1,746,819+1085%$9.5M$108.1M+$98.6M2026-10-22
Burney Co/
INCREASED1,637,0481,522,975+114,073+7%$89.8M$92.8M+$2.9M2026-10-15
Atria Investments, Inc
INCREASED1,599,4011,572,298+27,103+2%$92.7M$90.6M-$2.1M2026-10-15
Perigon Wealth Management, LLC
INCREASED1,597,0511,578,346+18,705+1%$93.1M$90.5M-$2.6M2026-10-22
Bank of New York Mellon Corp
DECREASED1,524,2801,543,283-19,003-1%$91.0M$86.4M-$4.7M2026-11-05
Valeo Financial Advisors, LLC
DECREASED1,437,8651,734,316-296,451-17%$93.3M$76.9M-$16.4M2026-10-08
Badgley Phelps Wealth Managers, LLC
DECREASED1,436,9601,489,697-52,737-4%$87.9M$81.4M-$6.4M2026-10-22
Hanson & Doremus Investment Management
INCREASED1,326,4791,288,716+37,763+3%$76.0M$75.2K-$75.9M2026-10-16
Northwest Wealth Management, LLC
INCREASED1,253,3911,180,006+73,385+6%$69.6M$71.0M+$1.4M2026-10-30
Kestra Advisory Services, LLC
INCREASED1,252,507764,919+487,588+64%$45.1M$71.0M+$25.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED1,245,8551,186,483+59,372+5%$70.0M$70.6K-$69.9M2026-11-02
Cardinal Point Capital Management ULC
INCREASED1,239,4181,186,491+52,927+4%$70.0M$70.2M+$246.2K2026-10-21
Retirement Systems of Alabama
DECREASED1,235,7601,275,570-39,810-3%$75.2M$70.0M-$5.2M2026-11-04
Truist Financial Corp
INCREASED1,134,436987,030+147,406+15%$58.2M$64.3M+$6.1M2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED1,039,099974,352+64,747+7%$57.5M$58.9M+$1.4M2026-10-23
Element Pointe Advisors, LLC
NEW986,067—+986,067——$55.9M—2026-10-21
Klaas Financial Asset Advisors, LLC
INCREASED972,947942,378+30,569+3%$55.6M$55.1M-$454.3K2026-10-19
Evermay Wealth Management LLC
INCREASED966,61393,651+872,962+932%$5.5M$54.8M+$49.2M2026-11-05
Opus Capital Group, LLC
INCREASED959,169906,409+52,760+6%$53.5M$54.3K-$53.4M2026-10-30
Citigroup Inc
INCREASED944,698911,958+32,740+4%$53.8M$53.5M-$260.7K2026-11-04
Oakworth Capital, Inc.
INCREASED880,457851,504+28,953+3%$50.1M$49.9M-$212.0K2026-10-26
Pathway Financial Advisors LLC
INCREASED849,151597,935+251,216+42%$35.2M$48.1M+$13.0M2026-10-07
Nova R Wealth, Inc.
INCREASED824,834777,537+47,297+6%$45.9M$46.7M+$875.9K2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED815,525842,326-26,801-3%$49.7M$46.2M-$3.5M2026-10-29
Kathmere Capital Management, LLC
DECREASED775,311799,263-23,952-3%$47.1M$43.9M-$3.2M2026-10-20
Sage Mountain Advisors LLC
DECREASED773,006776,955-3,949-1%$45.8M$43.8M-$2.0M2026-11-02
Master's Wealth Management Inc.
INCREASED739,382649,981+89,401+14%$38.3M$41.9M+$3.6M2026-10-22
Albion Financial Group
INCREASED698,328670,080+28,248+4%$39.5M$39.6M+$46.0K2026-10-21
MilWealth Group LLC
INCREASED693,772686,632+7,140+1%$40.5M$39.3M-$1.2M2026-11-02
Assetmark, Inc
INCREASED628,924621,416+7,508+1%$36.7M$35.6M-$1.0M2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED625,492500,299+125,193+25%$29.5M$35.4M+$5.9M2026-11-03
Towneley Capital Management, Inc / de
INCREASED614,724607,217+7,507+1%$35.8M$34.8M-$983.4K2026-10-09
Evergreen Advisors, LLC
INCREASED614,685601,308+13,377+2%$35.5M$34.8M-$637.1K2026-10-28
Mather Group, Llc.
INCREASED607,017520,070+86,947+17%$30.7M$34.4M+$3.7M2026-10-14
Thrivent Financial for Lutherans
INCREASED605,996588,188+17,808+3%$34.7M$34.3K-$34.7M2026-11-05
New York Life Investment Management LLC
INCREASED594,968490,490+104,478+21%$28.9M$33.7M+$4.8M2026-11-04
3Edge Asset Management, LP
INCREASED594,223489,605+104,618+21%$28.9M$33.7M+$4.8M2026-10-30
Birchbrook, Inc.
INCREASED579,148571,005+8,143+1%$33.7M$32.8M-$863.4K2026-10-14
Old National Bancorp
INCREASED558,468464,632+93,836+20%$27.4M$31.6M+$4.2M2026-10-20
Secure Asset Management, LLC
DECREASED549,929664,284-114,355-17%$39.2M$31.2M-$8.0M2026-10-19
Vise Technologies, Inc.
INCREASED543,960532,352+11,608+2%$31.4M$30.8M-$577.3K2026-10-29
Globalt Investments LLC / GA
DECREASED541,354555,123-13,769-2%$32.7M$30.7M-$2.1M2026-10-27
Emprise Bank
DECREASED538,288576,131-37,843-7%$34.0M$30.5M-$3.5M2026-10-07
Kondo Wealth Advisors, Inc.
INCREASED517,579496,479+21,100+4%$29.3M$29.3M+$43.7K2026-10-19
Procyon Advisors, LLC
INCREASED506,269488,912+17,357+4%$28.8M$28.7M-$150.8K2026-10-21
Diversify Advisory Services, LLC
INCREASED502,526476,333+26,193+6%$27.8M$28.7M+$861.3K2026-10-20
Diversify Wealth Management, LLC
INCREASED502,526476,333+26,193+6%$27.8M$28.7M+$861.3K2026-10-20
Traphagen Investment Advisors LLC
INCREASED495,898441,994+53,904+12%$26.1M$28.1M+$2.0M2026-10-14
25 LLC
INCREASED493,913455,811+38,102+8%$26.9M$28.0M+$1.1M2026-10-13
AMI Investment Management Inc
INCREASED490,721484,140+6,581+1%$28.6M$27.8M-$750.3K2026-10-27
Arista Wealth Management, LLC
INCREASED486,267467,858+18,409+4%$27.6M$27.6M-$42.4K2026-10-29
RKL Wealth Management LLC
INCREASED482,963473,445+9,518+2%$27.9M$27.4M-$559.1K2026-10-16
Meredith Wealth Planning
NEW480,186—+480,186——$27.2M—2026-10-14
1834 Investment Advisors Co
INCREASED468,701421,015+47,686+11%$24.8M$26.6M+$1.7M2026-10-16
Private Wealth Management Group, LLC
INCREASED443,461412,992+30,469+7%$24.4M$25.1M+$768.2K2026-10-19
Cypress Financial Planning LLC
DECREASED441,394655,795-214,401-33%$38.7M$25.0M-$13.7M2026-10-09
Mascoma Wealth Management LLC
INCREASED440,588404,935+35,653+9%$23.9M$25.0M+$1.1M2026-10-23
Farther Finance Advisors, LLC
INCREASED426,823322,771+104,052+32%$19.0M$24.2M+$5.1M2026-10-08
WBH Advisory Inc
INCREASED402,855318,063+84,792+27%$18.8M$22.8M+$4.1M2026-11-05
Beacon Bank & Trust
DECREASED395,810440,147-44,337-10%$26.0M$22.4M-$3.5M2026-10-27
Dorval Corp
INCREASED395,439380,281+15,158+4%$22.4M$22.4M-$23.4K2026-10-29
Whelan Financial
INCREASED389,429373,581+15,848+4%$22.0M$22.1M+$31.2K2026-10-28
United Wealth Management, LLC
INCREASED375,329366,726+8,603+2%$21.6M$21.3M-$363.4K2026-10-30
Quattro Financial Advisors LLC
INCREASED372,244356,884+15,360+4%$21.0M$21.1M+$42.3K2026-10-15
Roth Financial Partners LLC
INCREASED368,053334,148+33,905+10%$19.7M$20.9M+$1.1M2026-10-06
Brady Martz Wealth Solutions, LLC
INCREASED358,187345,954+12,233+4%$20.4M$20.3M-$109.5K2026-11-05
Friday Financial
INCREASED355,593282,864+72,729+26%$16.6M$20.1M+$3.6M2026-10-09
Greenwood Gearhart LLC
NEW355,537—+355,537——$20.1M—2026-11-02
Family Wealth Partners, LLC
INCREASED355,300326,090+29,210+9%$19.2M$20.1M+$898.5K2026-10-20
Gleason Group, Inc.
DECREASED350,630366,110-15,480-4%$21.6M$19.9M-$1.7M2026-10-15
Financial Advisory Partners, LLC
INCREASED342,263242,809+99,454+41%$14.3M$19.4M+$5.1M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED339,91311,119+328,794+2957%$655.8K$19.3M+$18.6M2026-10-21
Net Worth Advisory Group
INCREASED338,109330,825+7,284+2%$19.5M$19.2M-$361.6K2026-10-20
Morling Financial Advisors, LLC
INCREASED337,356320,043+17,313+5%$18.9M$19.1M+$238.4K2026-10-28
Arbor Wealth Management Llc\az
INCREASED329,415315,769+13,646+4%$18.6M$18.7M+$40.6K2026-10-20
Hassell Wealth Management, LLC
INCREASED320,310313,156+7,154+2%$18.3M$18.1M-$177.1K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED320,209257,190+63,019+25%$15.1M$18.1M+$3.0M2026-10-19
Apella Capital, LLC
INCREASED316,74477,093+239,651+311%$4.5M$17.9M+$13.4M2026-10-08
Souders Financial Advisors
INCREASED316,139314,204+1,935+1%$18.5M$17.9M-$619.3K2026-11-03
R. W. Roge & Company, Inc.
INCREASED314,828299,214+15,614+5%$17.6M$17.8K-$17.6M2026-11-04
Kings Path Partners LLC
INCREASED310,160284,280+25,880+9%$16.8M$17.6M+$806.9K2026-10-21
Capital Investment Services of America, Inc.
DECREASED295,153296,578-1,4250%$17.5M$16.7M-$768.8K2026-11-02
Squire Investment Management Company, LLC
INCREASED289,173256,311+32,862+13%$15.1M$16.4M+$1.3M2026-11-03
Commonwealth Equity Services, LLC
DECREASED284,888381,850-96,962-25%$22.5M$16.1M-$6.4M2026-11-02
Montag A & Associates Inc
DECREASED283,922287,897-3,975-1%$17.0M$16.1M-$893.1K2026-10-29
Midland Wealth Advisors, LLC
INCREASED278,219268,603+9,616+4%$15.8M$15.8M-$78.3K2026-10-26
ALM First Financial Advisors, LLC
NEW275,349—+275,349——$15.6M—2026-10-13
Peirce Capital Management, LLC
INCREASED272,308262,383+9,925+4%$15.5M$15.4M-$46.4K2026-10-19
Wealth Analytics Partners, LLC
INCREASED271,098248,106+22,992+9%$14.5M$15.4M+$833.8K2026-10-19
Salomon & Ludwin, LLC
INCREASED270,741269,897+844+0%$15.8M$15.3M-$502.8K2026-10-29
Park Avenue Securities LLC
DECREASED268,067277,019-8,952-3%$16.3M$15.2K-$16.3M2026-10-26
Security Financial Services, Inc.
INCREASED267,649243,212+24,437+10%$14.3M$15.2M+$820.3K2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED266,906236,197+30,709+13%$13.9M$15.1M+$1.2M2026-11-04
Exchange Traded Concepts, LLC
INCREASED266,133262,929+3,204+1%$15.5M$15.1M-$428.5K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED265,550247,096+18,454+7%$14.6M$15.0M+$472.3K2026-11-04
Fifth Third Bancorp
INCREASED261,866228,956+32,910+14%$13.5M$14.8M+$1.3M2026-11-05
Baldwin Wealth Partners LLC
INCREASED259,961257,240+2,721+1%$15.2M$14.7M-$442.6K2026-10-13
Apollon Wealth Management, LLC
DECREASED243,334997,614-754,280-76%$58.8M$13.8M-$45.1M2026-10-23
Elevate Wealth Advisory, Inc
INCREASED241,587218,445+23,142+11%$12.9M$13.7M+$804.4K2026-10-29
MassMutual Private Wealth & Trust, FSB
INCREASED237,706236,216+1,490+1%$13.9M$13.5M-$463.6K2026-10-05
Five Pine Wealth Management
INCREASED234,960185,298+49,662+27%$10.9M$13.3M+$2.4M2026-10-20
Aerodigm Wealth, LLC
DECREASED231,497266,914-35,417-13%$15.7M$13.1M-$2.6M2026-10-16
Aspirean Wealth, LLC
INCREASED230,621216,086+14,535+7%$12.7M$13.1M+$322.2K2026-11-03
Websterrogers Financial Advisors, LLC
INCREASED225,458182,835+42,623+23%$10.8M$12.8M+$2.0M2026-11-02
Marion Wealth Management
INCREASED213,538203,139+10,399+5%$12.0M$12.1M+$117.9K2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED208,950306,550-97,600-32%$18.0M$11.8M-$6.2M2026-11-05
Prism Planning Partners LLC
INCREASED195,889169,001+26,888+16%$10.0M$11.1M+$1.1M2026-10-27
Power Wealth Management LLC
INCREASED195,196177,546+17,650+10%$10.5M$11.1M+$588.1K2026-10-27
Hughes Financial Services, LLC
INCREASED189,878179,076+10,802+6%$10.6M$10.9M+$356.1K2026-10-30
Hurley Capital, LLC
INCREASED186,401177,819+8,582+5%$10.5M$10.6M+$73.7K2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED185,225181,965+3,260+2%$10.7M$10.5M-$237.5K2026-10-16
HMV Wealth Advisors, LLC
DECREASED183,920215,518-31,598-15%$12.7M$10.4M-$2.3M2026-10-27
CogentBlue Wealth Advisors, LLC
INCREASED182,264173,475+8,789+5%$10.2M$10.3M+$95.5K2026-10-09
SimpliFi, Inc.
INCREASED182,187179,233+2,954+2%$10.6M$10.3M-$248.4K2026-10-28
Providence First Trust Co
DECREASED178,027181,161-3,134-2%$10.7M$10.1M-$597.9K2026-11-02
Brickley Wealth Management
INCREASED177,295171,031+6,264+4%$10.1M$10.0M-$41.9K2026-11-04
SAX Wealth Advisors, LLC
INCREASED176,236169,875+6,361+4%$10.1M$10.0M-$130.5K2026-10-13
Shotwell Rutter Baer Inc
INCREASED171,599166,625+4,974+3%$9.8M$9.7M-$104.7K2026-10-14
Middleton & Co Inc
DECREASED166,554177,764-11,210-6%$10.5M$9.4M-$1.0M2026-10-23
Marietta Wealth Management, LLC
INCREASED163,675149,448+14,227+10%$8.8M$9.3M+$482.3K2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
DECREASED160,250174,652-14,402-8%$10.3M$9.1M-$1.2M2026-10-21
AdvisorNet Financial, Inc
INCREASED158,996146,365+12,631+9%$8.6M$9.0M+$398.3K2026-10-15
Pacific Capital Wealth Advisors, Inc.
INCREASED156,78819,686+137,102+696%$1.2M$8.9M+$7.7M2026-10-22
Sellwood Investment Partners LLC
DECREASED153,136155,266-2,130-1%$9.2M$8.7M-$480.9K2026-11-03
Archford Capital Strategies, LLC
DECREASED148,547153,666-5,119-3%$9.1M$8.4M-$646.5K2026-10-19
Cravens & Co Advisors, LLC
INCREASED147,911144,895+3,016+2%$8.5M$8.4M-$165.3K2026-10-16
Braun-Bostich & Associates Inc.
INCREASED144,19187,050+57,141+66%$5.1M$8.2M+$3.0M2026-10-20
Summitas Investment Management LLC
DECREASED141,385153,310-11,925-8%$9.0M$8.0M-$1.0M2026-10-16
Creative Financial Designs Inc
DECREASED140,989772,897-631,908-82%$45.6M$8.0M-$37.6M2026-11-04
Advisory Solutions Group, LLC
INCREASED140,085135,285+4,800+4%$8.0M$7.9M-$41.9K2026-10-14
First Affirmative Financial Network
NEW138,925—+138,925——$7.9M—2026-10-21
Belleair Asset Management, LLC
DECREASED136,809162,790-25,981-16%$9.6M$7.8M-$1.8M2026-11-03
BluePrint Investing LLC
INCREASED134,738121,507+13,231+11%$7.2M$7.6M+$467.8K2026-10-14
Kaydan Wealth Management, Inc.
NEW130,185—+130,185——$7.4M—2026-10-08
Integrated Advisors Network LLC
INCREASED128,413124,028+4,385+4%$7.3M$7.3M-$39.3K2026-10-20
DWM Financial Group, Inc.
INCREASED126,570120,240+6,330+5%$7.2M$7.2M-$34.5K2026-10-28
Market Street Wealth Management Advisors LLC
NEW122,761—+122,761——$7.0M—2026-10-09
Capstone Wealth Management, LLC
INCREASED122,303111,806+10,497+9%$6.6M$6.9M+$335.4K2026-11-02
Professional Financial Management, Inc.
INCREASED120,476119,119+1,357+1%$7.0M$6.8M-$199.5K2026-10-22
Ackerman Capital Advisors, LLC
DECREASED118,889122,207-3,318-3%$7.2M$6.7M-$471.5K2026-10-30
Fermata Advisors, LLC
INCREASED117,926108,715+9,211+8%$6.4M$6.7M+$269.7K2026-10-13
Brucke Financial, Inc.
INCREASED117,638117,341+297+0%$6.9M$6.7M-$255.4K2026-10-23
Bryn Mawr Trust Advisors, LLC
INCREASED117,143101,419+15,724+16%$6.0M$6.6M+$655.6K2026-11-04
Kaufman Rossin Wealth, LLC
DECREASED112,623115,788-3,165-3%$6.8M$6.4M-$405.1K2026-10-19
JDH Wealth Management, LLC
INCREASED111,461104,682+6,779+6%$6.2M$6.3M+$141.3K2026-10-20
Verum Partners LLC
NEW110,839—+110,839——$6.3M—2026-10-21
Altiora Financial Group, LLC
DECREASED108,412145,256-36,844-25%$8.6M$6.1M-$2.4M2026-11-04
Plan A Wealth LLC
INCREASED106,38992,971+13,418+14%$5.5M$6.0M+$544.6K2026-10-08
Peoples Bank
INCREASED103,90095,094+8,806+9%$5.6M$5.9M+$278.3K2026-10-26
Dynamic Wealth Strategies, LLC
DECREASED103,457153,434-49,977-33%$9.0M$5.9M-$3.2M2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED103,14898,826+4,322+4%$5.8M$5.8M+$15.6K2026-10-13
Hickory Point Bank & Trust
INCREASED102,86177,371+25,490+33%$4.6M$5.8M+$1.3M2026-10-01
Axos Invest Inc.
DECREASED101,600105,408-3,808-4%$6.2M$5.8M-$460.3K2026-10-21
Downshift Financial, LLC
INCREASED101,53191,481+10,050+11%$5.4M$5.8M+$357.2K2026-10-13
Peak Financial Advisors LLC
NEW99,439—+99,439——$5.6M—2026-10-28
CWC Advisors, Llc.
DECREASED99,055125,048-25,993-21%$7.4M$5.6M-$1.8M2026-10-15
Entrust Financial LLC
NEW97,833—+97,833——$5.5M—2026-11-04
Regions Financial Corp
DECREASED95,950123,496-27,546-22%$7.3M$5.4M-$1.8M2026-11-05
Omni 360 Wealth, Inc.
DECREASED94,771111,489-16,718-15%$6.6M$5.4M-$1.2M2026-10-13
Americana Partners, LLC
INCREASED93,42193,290+131+0%$5.5M$5.3M-$209.0K2026-10-28
Alhambra Investment Management LLC
INCREASED90,75089,590+1,160+1%$5.3M$5.1M-$142.1K2026-10-15
Rockwood Wealth Management, LLC
INCREASED90,68524,115+66,570+276%$1.4M$5.1M+$3.7M2026-10-27
Montecito Bank & Trust
DECREASED90,54993,199-2,650-3%$5.5M$5.1M-$366.4K2026-10-01
Vertex Investment Solutions Co., Ltd.
INCREASED88,30086,800+1,500+2%$5.1M$5.0M-$129.3K2026-10-19
Resonant Capital Advisors, LLC
INCREASED87,96066,872+21,088+32%$3.9M$5.0M+$1.0M2026-10-15
D.A. Davidson & Co.
INCREASED87,45234,228+53,224+156%$2.0M$5.0M+$2.9M2026-10-28
Davenport & Co LLC
INCREASED86,19233,824+52,368+155%$2.0M$4.9M+$2.9M2026-10-14
rebel Financial LLC
NEW86,181—+86,181——$4.9M—2026-11-04
Core Wealth Advisors, LLC
DECREASED85,96586,052-870%$5.1M$4.9M-$204.6K2026-11-05
CVS Health Corp
UNCHANGED85,00085,00000%$5.0M$4.8M-$197.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED83,93072,626+11,304+16%$4.3M$4.8M+$472.0K2026-10-30
Buska Wealth Management, LLC
DECREASED82,948110,787-27,839-25%$6.5M$4.7M-$1.8M2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED81,27775,445+5,832+8%$4.4M$4.6M+$155.4K2026-11-04
DSG Capital Advisors, LLC
NEW80,150—+80,150——$4.5M—2026-11-05
LifePlan Financial, LLC
INCREASED79,94678,244+1,702+2%$4.6M$4.5M-$78.7K2026-10-13
Balance Wealth Partners LLC
INCREASED78,99371,261+7,732+11%$4.2M$4.5M+$272.8K2026-10-27
Constellation Investments, Inc.
DECREASED77,854115,509-37,655-33%$6.8M$4.4M-$2.4M2026-10-28
Lauterbach Financial Advisors, LLC
INCREASED77,15357,888+19,265+33%$3.4M$4.4M+$957.2K2026-10-21
Aureum Wealth Management, LLC
INCREASED76,77372,171+4,602+6%$4.3M$4.3M+$93.3K2026-10-15
TD Private Client Wealth LLC
INCREASED75,87474,948+926+1%$4.4M$4.3M-$121.4K2026-10-28
Foster Victor Wealth Advisors, LLC
DECREASED74,12077,481-3,361-4%$4.5M$4.2M-$312.0K2026-10-21
Hara Capital LLC
DECREASED74,04279,120-5,078-6%$4.7M$4.2M-$471.3K2026-10-30
SigFig Wealth Management, LLC
INCREASED73,86950,028+23,841+48%$3.0M$4.2M+$1.2M2026-10-07
Greenspring Advisors, LLC
DECREASED73,22873,858-630-1%$4.4M$4.1M-$207.0K2026-11-05
Auour Investments LLC
INCREASED72,35372,206+147+0%$4.3M$4.1M-$159.2K2026-10-28
Towne Trust Company, N.a
INCREASED72,24167,450+4,791+7%$4.0M$4.1M+$115.0K2026-10-28
Genesis Private Wealth, LLC
INCREASED71,35667,887+3,469+5%$4.0M$4.0M+$39.1K2026-11-02
Wedbush Securities Inc
INCREASED71,29928,309+42,990+152%$1.7M$4.0K-$1.7M2026-10-22
National Wealth Management Group, LLC
INCREASED71,2826,122+65,160+1064%$361.1K$4.0M+$3.7M2026-10-26
First Pacific Financial
INCREASED70,30665,768+4,538+7%$3.9M$4.0M+$104.5K2026-10-14
Burkett Financial Services, LLC
DECREASED70,272101,153-30,881-31%$6.0M$4.0M-$2.0M2026-10-01
Meitav Investment House LTD
INCREASED69,04254,057+14,985+28%$3.2M$3.9M+$720.6K2026-10-28
Northwestern University
INCREASED68,50256,491+12,011+21%$3.3M$3.9M+$549.5K2026-10-21
Simplicity Wealth,LLC
DECREASED68,39468,949-555-1%$4.1M$3.9M-$191.4K2026-10-23
BIP Wealth, LLC
DECREASED68,38679,308-10,922-14%$4.7M$3.9M-$802.9K2026-10-22
Impact Investors, Inc
DECREASED67,30874,691-7,383-10%$4.4M$3.8M-$591.6K2026-11-02
Baker Tilly Wealth Management, LLC
DECREASED67,15667,876-720-1%$4.0M$3.8M-$198.2K2026-10-05
Oasis Advisors, LLC
INCREASED66,08749,686+16,401+33%$2.9M$3.7M+$814.0K2026-10-16
Cornerstone Wealth Advisors, Inc.
INCREASED64,76751,992+12,775+25%$3.1M$3.7M+$603.2K2026-10-16
Wedmont Private Capital
DECREASED63,42264,284-862-1%$3.8M$3.6M-$165.9K2026-10-09
Nilsine Partners, LLC
INCREASED63,18458,513+4,671+8%$3.5M$3.6M+$128.9K2026-11-02
Human Investing LLC
INCREASED61,87656,306+5,570+10%$3.3M$3.5M+$185.0K2026-10-19
Ifrah Financial Services, Inc.
INCREASED61,79760,133+1,664+3%$3.5M$3.5M-$45.2K2026-10-13
Tandem Investment Partners LLC
INCREASED60,33658,344+1,992+3%$3.4M$3.4M-$22.5K2026-10-16
Dodds Wealth, LLC
NEW60,159—+60,159——$3.4M—2026-11-02
Baker Boyer National Bank
DECREASED59,34962,299-2,950-5%$3.7M$3.4M-$311.7K2026-11-05
Mechanics Financial Corp
INCREASED59,27657,303+1,973+3%$3.4M$3.4M-$21.2K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED58,06746,685+11,382+24%$2.8M$3.3M+$536.6K2026-10-21
Parsons Capital Management Inc
INCREASED56,73245,902+10,830+24%$2.7M$3.2M+$507.1K2026-10-28
Buck Wealth Strategies, LLC
INCREASED55,5451,417+54,128+3820%$83.6K$3.1M+$3.1M2026-10-28
Cogent Strategic Wealth LLC
INCREASED55,43653,371+2,065+4%$3.1M$3.1M-$6.8K2026-10-22
D.B. Root & Company, LLC
INCREASED55,30653,168+2,138+4%$3.1M$3.1M-$2.2K2026-11-04
iA Global Asset Management Inc.
UNCHANGED54,40854,40800%$3.2M$3.1K-$3.2M2026-10-29
Sowell Financial Services LLC
DECREASED54,26056,703-2,443-4%$3.3M$3.1M-$269.9K2026-10-23
Bull Street Advisors, LLC
DECREASED54,17654,424-2480%$3.2M$3.1K-$3.2M2026-10-20
International Private Wealth Advisors LLC
NEW53,883—+53,883——$3.1M—2026-11-05
ATX Financial Planning, LLC
DECREASED53,812113,411-59,599-53%$6.7M$3.0M-$3.6M2026-10-14
Brookstone Capital Management
DECREASED53,24459,363-6,119-10%$3.5M$3.0M-$484.4K2026-10-22
Hunter Associates Investment Management LLC
INCREASED52,96952,802+167+0%$3.1M$3.0K-$3.1M2026-10-26
Stone Wealth Partners
NEW52,634—+52,634——$3.0M—2026-11-05
Prospera Financial Services Inc
INCREASED51,62235,289+16,333+46%$2.1M$3.0M+$899.7K2026-11-04
Transcendent Capital Group LLC
INCREASED51,49945,488+6,011+13%$2.7M$2.9M+$235.0K2026-10-28
RFG Advisory, LLC
DECREASED50,80786,975-36,168-42%$5.1M$2.9M-$2.3M2026-11-03
James Investment Research, Inc.
DECREASED50,60153,260-2,659-5%$3.1M$2.9M-$274.2K2026-10-22
Pinnacle Associates LTD
DECREASED49,71851,259-1,541-3%$3.0M$2.8M-$206.2K2026-10-20
Shayne & Jacobs, LLC
INCREASED49,48045,950+3,530+8%$2.7M$2.8M+$93.4K2026-10-21
StrongBox Wealth, LLC
DECREASED49,18267,206-18,024-27%$4.0M$2.8M-$1.2M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED48,37349,709-1,336-3%$2.9M$2.7M-$191.0K2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED48,16092,102-43,942-48%$5.4M$2.7M-$2.7M2026-10-16
Midwest Trust Co
INCREASED47,4089,090+38,318+422%$536.1K$2.7M+$2.2M2026-10-22
Whitcomb & Hess, Inc.
INCREASED45,35442,907+2,447+6%$2.5M$2.6M+$39.1K2026-10-07
SkyOak Wealth, LLC
INCREASED45,01420,996+24,018+114%$1.2M$2.6M+$1.3M2026-10-28
Evansbrook LLC
UNCHANGED43,77843,77800%$2.6M$2.5M-$101.6K2026-10-16
Nolet Wealth Management, LLC
DECREASED42,96846,081-3,113-7%$2.7M$2.4M-$283.3K2026-10-15
Stash Investments, LLC
INCREASED42,86715,821+27,046+171%$933.1K$2.4M+$1.5M2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED41,56822,703+18,865+83%$1.3M$2.4M+$1.0M2026-11-03
Kassira Wealth Management LLC
INCREASED41,17141,083+88+0%$2.4M$2.3M-$90.3K2026-10-28
Redw Wealth LLC
DECREASED40,99250,560-9,568-19%$3.0M$2.3M-$659.4K2026-11-02
Oath Planning, LLC
DECREASED40,14142,460-2,319-5%$2.5M$2.3M-$229.9K2026-10-20
LJI Wealth Management, LLC
DECREASED40,06240,757-695-2%$2.4M$2.3M-$133.9K2026-10-28
Axxcess Wealth Management, LLC
NEW39,999—+39,999——$2.3M—2026-10-21
United Community Bank
INCREASED39,68337,028+2,655+7%$2.2M$2.2M+$64.5K2026-10-28
Clarity Capital Advisors, LLC
INCREASED39,60736,967+2,640+7%$2.2M$2.2M+$63.8K2026-10-27
Essex Bank
UNCHANGED39,57339,57300%$2.3M$2.2M-$91.8K2026-10-16
Iron Financial LLC
DECREASED39,52039,954-434-1%$2.4M$2.2M-$117.3K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED39,38438,021+1,363+4%$2.2M$2.2M-$11.0K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED39,33143,596-4,265-10%$2.6M$2.2M-$342.8K2026-11-05
Thrive Capital Management, LLC
DECREASED37,50439,358-1,854-5%$2.3M$2.1M-$196.4K2026-10-28
Financial & Tax Architects, LLC
NEW36,826—+36,826——$2.1M—2026-10-15
Alps Advisors Inc
UNCHANGED36,65036,65000%$2.2M$2.1M-$85.0K2026-11-03
Brindle & Bay Financial Advisors, LLC
INCREASED36,59734,485+2,112+6%$2.0M$2.1M+$39.7K2026-10-15
Stirlingshire Investments, Inc.
DECREASED35,45840,586-5,128-13%$2.4M$2.0M-$384.7K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED35,16234,758+404+1%$2.1M$2.0M-$57.7K2026-10-20
Floyd Financial Group LLC
INCREASED34,89434,190+704+2%$2.0M$2.0M-$21.9K2026-10-28
Centurion Wealth Management LLC
NEW34,554—+34,554——$2.0M—2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED34,39535,241-846-2%$2.1M$1.9M-$129.7K2026-10-23
Stonehearth Capital Management, LLC
INCREASED33,97132,904+1,067+3%$1.9M$1.9M-$15.9K2026-10-13
MGO One Seven LLC
DECREASED33,89179,080-45,189-57%$4.7M$1.9M-$2.7M2026-10-28
Smart Wealth LLC
DECREASED33,819101,787-67,968-67%$6.0M$1.9M-$4.1M2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED33,30130,226+3,075+10%$1.8M$1.9M+$104.1K2026-11-02
Artesa Financial Group, LLC
INCREASED33,21830,420+2,798+9%$1.8M$1.9M+$88.0K2026-10-29
CWS Financial Advisors, LLC
INCREASED32,56728,441+4,126+15%$1.7M$1.8M+$167.8K2026-10-16
Independent Financial Group, LLC
DECREASED32,46432,810-346-1%$1.9M$1.8M-$95.8K2026-10-13
Walker Financial Services, Inc.
DECREASED32,18840,236-8,048-20%$2.4M$1.8M-$549.4K2026-10-26
Powers Advisory Group, LLC
INCREASED31,20824,459+6,749+28%$1.4M$1.8M+$325.7K2026-10-14
Fagan Associates, Inc.
DECREASED30,63931,439-800-3%$1.9M$1.7M-$118.3K2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED30,43529,709+726+2%$1.8M$1.7M-$27.8K2026-10-15
Ares Financial Consulting, LLC
INCREASED29,98023,953+6,027+25%$1.4M$1.7M+$285.9K2026-10-19
Verity Asset Management, Inc.
INCREASED29,75129,660+91+0%$1.7M$1.7M-$63.7K2026-10-30
Graetz Wealth LLC
DECREASED28,65430,993-2,339-8%$1.8M$1.6M-$204.4K2026-10-27
Pines Wealth Management, LLC
INCREASED28,22026,264+1,956+7%$1.5M$1.6M+$49.9K2026-10-21
Surience Private Wealth LLC
INCREASED28,15219,342+8,810+46%$1.1M$1.6M+$454.3K2026-10-16
Florida Trust Wealth Management Co
NEW28,009—+28,009——$1.6M—2026-11-05
Gibraltar Capital Management, Inc.
INCREASED27,78324,116+3,667+15%$1.4M$1.6M+$151.8K2026-10-27
Stableford Capital II LLC
DECREASED27,76786,350-58,583-68%$5.1M$1.6M-$3.5M2026-10-09
RHS Financial, LLC
DECREASED27,74333,769-6,026-18%$2.0M$1.6M-$419.8K2026-10-13
Compass Ion Advisors, LLC
DECREASED27,60130,110-2,509-8%$1.8M$1.6M-$212.0K2026-10-23
Key Capital Management, Inc
INCREASED26,47826,234+244+1%$1.5M$1.5M-$47.0K2026-11-03
Legacy Wealth Asset Management, LLC
NEW26,285—+26,285——$1.5M—2026-10-09
Prudent Investor Advisors, LLC
NEW26,098—+26,098——$1.5M—2026-10-22
Discipline Wealth Solutions, LLC
DECREASED25,94126,058-1170%$1.5M$1.5M-$67.1K2026-10-14
Concord Wealth Partners
INCREASED25,5559,581+15,974+167%$565.1K$1.4M+$882.9K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED25,50124,145+1,356+6%$1.4M$1.4M+$20.8K2026-11-04
Csenge Advisory Group
INCREASED25,1664,151+21,015+506%$244.8K$1.4M+$1.2M2026-11-04
Signal Advisors Wealth, LLC
INCREASED24,72817,117+7,611+44%$1.0M$1.4M+$391.5K2026-10-13
Voisard Asset Management Group, Inc.
INCREASED24,5417,988+16,553+207%$471.1K$1.4M+$919.4K2026-10-13
Tenon Financial LLC
INCREASED24,20522,655+1,550+7%$1.3M$1.4M+$35.3K2026-10-14
Lynx Investment Advisory
INCREASED24,15422,420+1,734+8%$1.3M$1.4M+$46.2K2026-10-27
Pioneer Wealth Management Group
DECREASED23,81824,533-715-3%$1.4M$1.3M-$97.4K2026-10-09
TMB Capital Partners, LLC
INCREASED23,72622,732+994+4%$1.3M$1.3M+$3.6K2026-10-20
LFA - Lugano Financial Advisors SA
DECREASED23,32455,931-32,607-58%$3.2M$1.3M-$1.9M2026-11-03
Verus Financial Partners, Inc.
NEW23,310—+23,310——$1.3M—2026-10-29
E&G Advisors, LLC
UNCHANGED22,69922,69900%$1.3M$1.3M-$52.7K2026-10-13
Asset One Wealth Management LLC
INCREASED22,56121,746+815+4%$1.3M$1.3M+$2.6K2026-11-02
Anderson Hoagland & Co
DECREASED22,34223,422-1,080-5%$1.4M$1.3M-$97.9K2026-10-23
Capital Squared Financial LLC
DECREASED21,90935,645-13,736-39%$2.1M$1.2M-$861.0K2026-10-30
Balefire, LLC
DECREASED21,81923,504-1,685-7%$1.4M$1.2M-$150.0K2026-10-09
J.W. Cole Advisors, Inc.
DECREASED21,11521,555-440-2%$1.3M$1.2M-$74.9K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED21,10115,944+5,157+32%$940.4K$1.2M+$255.2K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED21,0701,000+20,070+2007%$59.0K$1.2M+$1.1M2026-10-30
TrueWealth Advisors, LLC
INCREASED21,02720,618+409+2%$1.2M$1.2M-$24.6K2026-10-09
Western Reserve Capital Management, LLC
INCREASED19,91617,400+2,516+14%$1.0M$1.1M+$102.2K2026-10-14
Entrewealth, LLC
DECREASED19,40525,487-6,082-24%$1.5M$1.1M-$386.7K2026-10-14
IFP Advisors, Inc
INCREASED18,91616,536+2,380+14%$975.3K$1.1M+$96.5K2026-10-16
PFG Advisors
DECREASED18,90119,076-175-1%$1.1M$1.1M-$54.1K2026-10-16
Partners Wealth Management, LLC
NEW18,597—+18,597——$1.1M—2026-10-28
Aspire Private Capital, LLC
INCREASED18,46913,958+4,511+32%$823.3K$1.0M+$223.2K2026-11-05
Chicago Partners Investment Group LLC
INCREASED18,44215,469+2,973+19%$900.8K$1.1M+$157.8K2026-10-27
Peak Wealth Management LLC
NEW18,232—+18,232——$1.0M—2026-10-26
Blossom Wealth Management
INCREASED18,09717,537+560+3%$1.0M$1.0M-$7.9K2026-11-03
Third View Private Wealth, LLC
INCREASED18,00311,546+6,457+56%$681.0K$1.0M+$339.1K2026-10-30
Uptick Partners, LLC
INCREASED17,49317,393+100+1%$1.0M$991.2K-$34.7K2026-11-04
Schulz Wealth, Ltd.
DECREASED17,17622,877-5,701-25%$1.3M$973.2K-$376.1K2026-11-03
LifeWealth Investments, LLC
INCREASED16,96516,029+936+6%$945.4K$961.2K+$15.8K2026-10-21
Fiduciary Financial Group, LLC
INCREASED16,86215,222+1,640+11%$897.8K$955.4K+$57.6K2026-10-13
Blume Capital Management, Inc.
DECREASED16,69584,004-67,309-80%$5.0M$945.9K-$4.0M2026-10-26
Compound Planning, Inc.
DECREASED16,41418,977-2,563-14%$1.1M$930.0K-$189.2K2026-11-05
Koshinski Asset Management, Inc.
INCREASED16,30416,241+63+0%$957.9K$923.8K-$34.1K2026-10-29
SWS Partners
INCREASED16,02715,976+51+0%$942.3K$908.1K-$34.2K2026-10-26
Lanark Financial, Inc.
INCREASED15,67614,446+1,230+9%$852.0K$888.2K+$36.2K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED15,67432,220-16,546-51%$1.9M$888.1K-$1.0M2026-10-16
ZWJ Investment Counsel Inc
INCREASED15,17113,120+2,051+16%$773.8K$859.6K+$85.8K2026-10-15
Patten Group, Inc.
DECREASED15,11915,842-723-5%$934.4K$856.6K-$77.7K2026-10-26
Atala Financial Inc
INCREASED14,7367,148+7,588+106%$421.6K$834.9K+$413.3K2026-10-22
Noble Family Wealth, LLC
INCREASED14,6724,951+9,721+196%$292.0K$831.3K+$539.3K2026-10-26
Forza Wealth Management, LLC
DECREASED14,41218,765-4,353-23%$1.1M$816.6K-$290.2K2026-10-20
Topel & Distasi Wealth Management, LLC
INCREASED14,31213,909+403+3%$820.4K$810.9K-$9.4K2026-11-05
Wingate Wealth Advisors, Inc.
DECREASED14,26216,079-1,817-11%$948.4K$808.1K-$140.3K2026-10-26
Beacon Hill Wealth Management Ltd.
DECREASED14,22517,059-2,834-17%$1.0M$806.0K-$200.2K2026-10-21
King Luther Capital Management Corp
DECREASED14,19217,937-3,745-21%$1.1M$804.1K-$253.8K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED14,18315,103-920-6%$890.8K$803.6K-$87.2K2026-10-13
Avior Wealth Management, LLC
INCREASED14,07914,070+9+0%$829.8K$797.7K-$32.1K2026-10-13
Pictet North America Advisors SA
DECREASED14,04014,120-80-1%$832.8K$795.5K-$37.3K2026-10-21
Granite Islands Private Wealth, LLC
DECREASED14,01714,511-494-3%$855.8K$794.2K-$61.7K2026-10-16
Crumly & Associates Inc.
INCREASED14,00010,325+3,675+36%$609.0K$793.2K+$184.3K2026-10-07
Daymark Wealth Partners, LLC
NEW13,905—+13,905——$787.9K—2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED13,76713,76700%$812.0K$780.0K-$31.9K2026-10-15
Reap Financial Group, LLC
INCREASED13,71713,242+475+4%$781.0K$777.2K-$3.8K2026-11-02
FCG Investment Co
DECREASED13,43313,637-204-1%$804.3K$761.1K-$43.2K2026-10-13
Sapient Capital LLC
DECREASED13,35113,526-175-1%$797.8K$756.5K-$41.3K2026-10-08
Onyx Bridge Wealth Group LLC
DECREASED13,22341,657-28,434-68%$2.5M$749.2K-$1.7M2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED13,06312,657+406+3%$738.4K$745.0K+$6.6K2026-10-21
Ramiah Investment Group
DECREASED12,95221,623-8,671-40%$1.3M$733.9K-$541.4K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED12,35112,233+118+1%$721.5K$699.8K-$21.7K2026-11-03
LeConte Wealth Management, LLC
DECREASED12,33217,456-5,124-29%$1.0M$698.8K-$330.8K2026-10-20
Hegarty Advisors, LLC
DECREASED12,25312,260-70%$723.1K$694.3K-$28.8K2026-10-20
Venture Visionary Partners LLC
DECREASED12,02914,911-2,882-19%$879.5K$681.6K-$197.9K2026-10-07
Facet Wealth, Inc.
INCREASED11,8114,453+7,358+165%$262.6K$669.2K+$406.5K2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED11,55716,222-4,665-29%$956.8K$654.8K-$302.0K2026-10-21
Steinberganna Wealth Management
INCREASED11,5535,383+6,170+115%$317.5K$654.6K+$337.1K2026-10-23
Keybank National Association
DECREASED11,47712,113-636-5%$714.4K$650.3K-$64.1K2026-11-04
Y.D. More Investments Ltd
NEW11,246—+11,246——$637.2K—2026-11-02
Carter Financial Group, Inc.
DECREASED11,24312,418-1,175-9%$732.4K$637.0K-$95.4K2026-10-21
First Heartland Consultants, Inc.
INCREASED10,9589,865+1,093+11%$581.8K$620.9K+$39.0K2026-10-08
Flagstone Financial Management
INCREASED10,81710,612+205+2%$625.9K$612.9K-$13.0K2026-11-05
FC Advisory LLC
INCREASED10,5677,843+2,724+35%$462.6K$598.7K+$136.1K2026-10-05
Lauer Wealth, LLC
DECREASED10,26040,474-30,214-75%$2.4M$582.2K-$1.8M2026-10-13
Crestwood Advisors Group, LLC
DECREASED10,23813,066-2,828-22%$770.6K$580.1K-$190.5K2026-10-27
Evergreen Capital Management LLC
UNCHANGED10,09510,09500%$595.4K$572.0K-$23.4K2026-10-23
Bfsg, LLC
INCREASED10,0355,895+4,140+70%$347.7K$568.6K+$220.9K2026-10-30
Arena Capital Advisors, LLC- CA
UNCHANGED10,00010,00000%$589.8K$566.6K-$23.2K2026-10-28
RFG Holdings, Inc.
INCREASED9,9639,864+99+1%$581.8K$564.6K-$17.2K2026-10-30
RCS Financial Planning, LLC
NEW9,930—+9,930——$562.6K—2026-10-14
Lido Advisors, LLC
DECREASED9,80721,078-11,271-53%$1.2M$555.7K-$687.5K2026-11-04
Keeler Thomas Management LLC
INCREASED9,7818,818+963+11%$520.1K$554.2K+$34.1K2026-10-29
Midwest Financial Partners Investments, Inc.
INCREASED9,7127,099+2,613+37%$418.7K$550.3K+$131.6K2026-10-08
Nixon Peabody Trust Co
DECREASED9,62311,828-2,205-19%$697.6K$545.2K-$152.4K2026-10-23
Madrid Wealth Management, LLC
UNCHANGED9,4639,46300%$558.1K$536.2K-$22.0K2026-10-23
Mission Wealth Management, LP
DECREASED9,27710,243-966-9%$604.1K$525.6K-$78.5K2026-10-15
Clear Point Advisors Inc.
DECREASED9,26310,774-1,511-14%$635.4K$524.9K-$110.6K2026-10-30
Aspiriant, LLC
DECREASED9,20410,488-1,284-12%$618.6K$521.5K-$97.1K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED9,15110,523-1,372-13%$620.6K$518.5K-$102.2K2026-10-26
SBI Securities Co., Ltd.
INCREASED9,0837,504+1,579+21%$442.6K$514.6K+$72.1K2026-10-22
Wells Financial Advisors Inc
INCREASED9,0407,190+1,850+26%$424.1K$512.2K+$88.1K2026-11-02
IVC Wealth Advisors LLC
DECREASED9,0199,117-98-1%$537.7K$511.0K-$26.7K2026-10-23
Outlook Wealth Advisors, LLC
INCREASED8,9748,967+7+0%$528.9K$508.5K-$20.4K2026-10-28
Portland Financial Advisors Inc
INCREASED8,9506,022+2,928+49%$355.2K$507.1K+$151.9K2026-10-26
Rinkey Investments
DECREASED8,86812,451-3,583-29%$734.4K$502.5K-$231.9K2026-10-28
Ullmann Wealth Partners Group, LLC
NEW8,763—+8,763——$496.5K—2026-11-02
L.K. Benson & Company, P.C.
NEW8,698—+8,698——$492.9K—2026-10-23
Tennessee Valley Asset Management Partners
UNCHANGED8,6318,63100%$509.0K$489.0K-$20.0K2026-11-03
Allstreet Capital Advisors LLC
DECREASED8,6219,401-780-8%$554.5K$488.5K-$66.0K2026-11-04
Fifth Third Securities, Inc.
NEW8,555—+8,555——$484.7K—2026-10-21
Mcdonald Partners LLC
NEW8,506—+8,506——$482.0K—2026-11-03
Fonville Wealth Management LLC
INCREASED8,4733,507+4,966+142%$206.8K$480.1K+$273.3K2026-10-28
Trust Co
DECREASED8,4678,749-282-3%$516.0K$479.7K-$36.3K2026-10-09
Arkansas Financial Group, Inc.
INCREASED8,4295,542+2,887+52%$326.9K$477.6K+$150.7K2026-10-26
Bdfs Capital LLC
NEW8,420—+8,420——$477.1K—2026-10-14
XY Planning Network, Inc.
INCREASED8,3136,964+1,349+19%$410.7K$471.0K+$60.3K2026-10-14
Stephens Group Asset Management, LLC
UNCHANGED8,3058,30500%$489.8K$470.6K-$19.3K2026-10-09
Ignite Planners, LLC
DECREASED8,26225,781-17,519-68%$1.5M$468.1K-$1.1M2026-10-14
US Bancorp \de\
DECREASED8,17911,371-3,192-28%$670.7K$463.4K-$207.2K2026-11-05
Modera Wealth Management, LLC
INCREASED8,0986,336+1,762+28%$373.7K$458.8K+$85.1K2026-10-28
Certified Advisory Corp
DECREASED8,0738,117-44-1%$478.7K$457.4K-$21.4K2026-10-29
Cullen T Bankers, Inc.
INCREASED7,8827,772+110+1%$458.4K$446.6K-$11.8K2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED7,7957,794+1+0%$459.7K$441.7K-$18.0K2026-10-29
Breakwater Investment Management
DECREASED7,79419,379-11,585-60%$1.1M$441.6K-$701.4K2026-10-20
Versant Capital Management, Inc
NEW7,751—+7,751——$439.2K—2026-10-02
Oppenheimer & Co Inc
INCREASED7,6685,131+2,537+49%$302.6K$434.5K+$131.8K2026-10-26
CoreCap Advisors, LLC
DECREASED7,6467,955-309-4%$469.2K$433.2K-$36.0K2026-10-08
Bauman Advisory Group, LLC
NEW7,626—+7,626——$432.1K—2026-10-29
Harbor Capital Advisors, Inc.
INCREASED7,6037,602+1+0%$448.0K$431-$447.6K2026-10-22
Inlight Wealth Management, LLC
INCREASED7,5786,427+1,151+18%$379.1K$429.4K+$50.3K2026-10-21
Matauro, LLC
INCREASED7,5594,599+2,960+64%$271.2K$428.3K+$157.1K2026-11-03
True North Advisors, LLC
UNCHANGED7,5507,55000%$445.3K$427.8K-$17.5K2026-10-22
Gibbs Wealth Management
NEW7,453—+7,453——$422.3K—2026-10-22
Indivisible Partners
NEW7,448—+7,448——$422.0K—2026-10-26
BAM Wealth Management, LLC
DECREASED7,3557,887-532-7%$465.2K$416.7K-$48.4K2026-10-15
Manchester Capital Management LLC
NEW7,350—+7,350——$416.5K—2026-10-22
Conrad Siegel Investment Advisors, Inc.
NEW7,344—+7,344——$416.1K—2026-10-08
Princeton Global Asset Management LLC
DECREASED7,3018,139-838-10%$480.0K$413.7K-$66.4K2026-10-21
Armstrong Advisory Group, Inc
DECREASED7,18926,704-19,515-73%$1.6M$407.3K-$1.2M2026-10-09
Summit Global Investments
INCREASED7,0997,098+1+0%$419.0K$402-$418.6K2026-10-28
Quartz Partners, LLC
NEW7,063—+7,063——$400.2K—2026-11-03
Brighton Jones LLC
NEW6,972—+6,972——$395.1K—2026-11-03
Aries Wealth Management
UNCHANGED6,9566,95600%$410.3K$394.1K-$16.1K2026-10-23
McAdam, LLC
DECREASED6,77914,910-8,131-55%$879.4K$384.1K-$495.3K2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED6,7397,634-895-12%$450.3K$381.8K-$68.4K2026-11-02
Caldwell Trust Co
UNCHANGED6,6986,69800%$395.0K$379.5K-$15.5K2026-10-30
Novem Group
INCREASED6,6194,904+1,715+35%$289.3K$375.0K+$85.8K2026-10-19
Fortress Financial Solutions, LLC
NEW6,590—+6,590——$373.4K—2026-10-14
Ledyard National Bank
NEW6,539—+6,539——$370.5K—2026-10-21
Claro Advisors Inc.
NEW6,474—+6,474——$366.8K—2026-11-02
Dynamic Advisor Solutions LLC
DECREASED6,3116,982-671-10%$411.8K$357.6K-$54.2K2026-10-13
Glenview Trust Co
NEW6,306—+6,306——$357.3K—2026-10-28
Greenleaf Trust
NEW6,178—+6,178——$350.0K—2026-10-29
Successful Portfolios LLC
INCREASED6,0516,031+20+0%$353.3K$342.0K-$11.3K2026-10-09
Core Wealth Partners LLC
DECREASED6,0226,561-539-8%$387.0K$341.2K-$45.8K2026-11-02
Cabot Wealth Management Inc
NEW5,979—+5,979——$338.8K—2026-11-05
Morton Capital Management LLC
DECREASED5,97010,714-4,744-44%$631.9K$338.3K-$293.7K2026-10-23
Portside Wealth Group, LLC
DECREASED5,9296,275-346-6%$370.1K$335.9K-$34.2K2026-10-20
Cassilly Financial Group LLC
INCREASED5,9264,516+1,410+31%$266.4K$335.8K+$69.4K2026-10-07
Ballast Rock Private Wealth LLC
DECREASED5,8846,626-742-11%$390.8K$333.4K-$57.4K2026-10-26
Elevation Capital Advisory, LLC
UNCHANGED5,6545,65400%$333.5K$320.4K-$13.1K2026-10-29
Huntleigh Advisors, Inc.
NEW5,567—+5,567——$315.4K—2026-11-03
Focus Financial Network, Inc.
DECREASED5,5495,814-265-5%$342.9K$314.4K-$28.5K2026-10-14
Kingdom Financial Group Llc.
INCREASED5,5085,431+77+1%$320.3K$312.1K-$8.2K2026-11-04
Clear Creek Financial Management, LLC
DECREASED5,4435,461-180%$322.1K$308.4K-$13.7K2026-10-28
SmartHarvest Portfolios, LLC
NEW5,428—+5,428——$307.5K—2026-10-26
Ritholtz Wealth Management
INCREASED5,3993,409+1,990+58%$201.1K$305.9K+$104.8K2026-11-05
Sachem Hill LLC
DECREASED5,3975,924-527-9%$349.4K$305.8K-$43.6K2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED5,3475,122+225+4%$302.1K$303.0K+$8652026-10-27
Centennial Advisors, LLC
DECREASED5,3165,417-101-2%$319.5K$301.2K-$18.3K2026-10-21
Arlington Financial Advisors, LLC
UNCHANGED5,2785,27800%$311.3K$299.1K-$12.2K2026-10-19
Iowa State Bank
UNCHANGED5,2715,27100%$310.9K$298.7K-$12.2K2026-10-06
BAR Harbor Wealth Management
INCREASED5,2553,643+1,612+44%$214.9K$297.7K+$82.9K2026-10-21
Joel Adams & Associates, Inc.
DECREASED5,2307,020-1,790-25%$414.0K$296.3K-$117.7K2026-11-02
Bailard, Inc.
DECREASED5,2108,891-3,681-41%$524.4K$295.2K-$229.1K2026-10-13
Winter & Associates, Inc.
INCREASED5,1964,686+510+11%$276.4K$296.3K+$19.9K2026-10-23
JFS Wealth Advisors, LLC
INCREASED5,1575,148+9+0%$303.6K$292.2K-$11.4K2026-11-03
Evanson Financial, LLC
INCREASED5,1474,317+830+19%$254.6K$291.6K+$37.0K2026-10-23
InTrack Investment Management Inc
DECREASED5,1346,073-939-15%$358.2K$290.9K-$67.3K2026-10-15
Ballast, Inc.
NEW5,104—+5,104——$289.2K—2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED5,0834,977+106+2%$293.5K$288.0K-$5.5K2026-10-16
Barnes Dennig Private Wealth Management LLC
NEW5,035—+5,035——$285.3K—2026-10-30
Sigma Planning Corp
DECREASED5,0337,462-2,429-33%$440.1K$285.3K-$154.8K2026-10-23
Reicon Wealth Advisors, LLC
UNCHANGED5,0005,00000%$294.9K$283.3K-$11.6K2026-11-04
Hippocratic Financial Advisors, LLC
UNCHANGED4,9744,97400%$293.4K$281.8K-$11.5K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED4,8135,277-464-9%$311.2K$272.7K-$38.5K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED4,7524,75200%$280.3K$269.2K-$11.0K2026-10-13
Howard Wealth Management, LLC
INCREASED4,6994,672+27+1%$275.6K$266.3K-$9.3K2026-10-28
SeaCrest Wealth Management, LLC
NEW4,688—+4,688——$265.6K—2026-10-21
Financial Council, LLC
INCREASED4,6754,661+14+0%$274.9K$264.9K-$10.0K2026-11-02
Founders Financial Securities LLC
NEW4,673—+4,673——$264.8K—2026-10-28
Phillips Financial Management, LLC
NEW4,668—+4,668——$264.5K—2026-10-19
Choreo, LLC
DECREASED4,61010,434-5,824-56%$615.4K$261.2K-$354.2K2026-10-28
Tempus Wealth Planning, LLC
INCREASED4,5634,360+203+5%$257.1K$258.5K+$1.4K2026-10-14
Professional Financial Advisors, LLC
INCREASED4,5474,436+111+3%$261.6K$257.6K-$4.0K2026-10-13
ETF Store, Inc.
DECREASED4,4724,927-455-9%$290.6K$253.4K-$37.2K2026-10-19
CWA Asset Management Group, LLC
NEW4,430—+4,430——$251.0K—2026-10-19
SwitchPoint Financial Planning, LLC
INCREASED4,4064,362+44+1%$257.3K$249.7K-$7.6K2026-11-02
Parallel Advisors, LLC
INCREASED4,3972,982+1,415+47%$175.9K$249.1K+$73.2K2026-11-03
CX Institutional
INCREASED4,3814,154+227+5%$245$248+$32026-10-02
Sovran Advisors, LLC
DECREASED4,3786,522-2,144-33%$381.8K$251.7K-$130.1K2026-11-02
Connecticut Capital Management Group, LLC
INCREASED4,3734,329+44+1%$255.3K$247.8K-$7.6K2026-10-29
Avidian Wealth Enterprises, LLC
NEW4,343—+4,343——$246.1K—2026-10-08
Principle Wealth Partners LLC
DECREASED4,3234,324-10%$255.0K$245.0K-$10.0K2026-11-02
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,3104,31000%$254.2K$244.2K-$10.0K2026-11-04
Fairscale Capital, LLC
UNCHANGED4,3104,31000%$254.2K$248.9K-$5.3K2026-11-04
Meyer Handelman Co
UNCHANGED4,2964,29600%$253.4K$243.4K-$10.0K2026-10-28
Lincoln Capital Corp
INCREASED4,2674,240+27+1%$250.1K$241.8K-$8.3K2026-10-13
Aviance Capital Partners, LLC
INCREASED4,2314,212+19+0%$248.4K$239.7K-$8.7K2026-10-29
BLB&B Advisors, LLC
UNCHANGED4,2114,21100%$248.4K$238.6K-$9.8K2026-10-27
HB Wealth Management, LLC
NEW4,169—+4,169——$236.2K—2026-10-23
Ameraudi Asset Management, Inc.
UNCHANGED4,1584,15800%$245.2K$235.6K-$9.6K2026-11-05
Nations Financial Group Inc,
NEW4,119—+4,119——$233.4K—2026-11-05
Waller Financial Planning Group, Inc
DECREASED4,0874,145-58-1%$244.5K$231.6K-$12.9K2026-10-07
Calamos Wealth Management LLC
UNCHANGED4,0804,08000%$240.6K$231.2K-$9.5K2026-11-02
Private Trust Co NA
INCREASED4,0601,092+2,968+272%$64.4K$230.0K+$165.6K2026-10-20
River Street Advisors LLC
UNCHANGED4,0594,05900%$239.4K$230.0K-$9.4K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED4,0394,109-70-2%$242.3K$228.9K-$13.5K2026-10-14
Lloyd Advisory Services, Llc.
INCREASED4,0343,616+418+12%$213.3K$228.6K+$15.3K2026-11-02
Washington Trust Bank
NEW4,022—+4,022——$227.9K—2026-11-03
Oak Grove Capital LLC
UNCHANGED4,0004,00000%$235.9K$226.6K-$9.3K2026-10-09
Victory Financial Group, LLC
DECREASED3,9444,711-767-16%$277.8K$223.5K-$54.4K2026-10-27
LFG Wealth Partners, LLC
NEW3,939—+3,939——$223.2K—2026-10-28
Bison Wealth, LLC
NEW3,934—+3,934——$223.1K—2026-10-13
Bluesphere Advisors LLC
DECREASED3,9059,237-5,332-58%$544.8K$221.3K-$323.5K2026-10-19
Woodmont Investment Counsel LLC
DECREASED3,8705,158-1,288-25%$304.2K$219.3K-$84.9K2026-10-29
Visionary Wealth Advisors
DECREASED3,7605,910-2,150-36%$348.6K$213.0K-$135.5K2026-11-04
IFG Advisors, LLC
INCREASED3,6923,671+21+1%$216.5K$209.2K-$7.3K2026-10-15
HMS Capital Management, LLC
INCREASED3,6673,410+257+8%$201.1K$207.8K+$6.7K2026-10-20
Busey Bank
NEW3,639—+3,639——$206.2K—2026-10-26
Valley Forge Investment Consultants Inc ADV
INCREASED3,5763,540+36+1%$208.8K$202.6K-$6.2K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED3,5384,299-761-18%$253.5K$200.5K-$53.1K2026-10-23
GenWealth Group, Inc.
UNCHANGED3,5303,53000%$208.2K$200.0K-$8.2K2026-10-16
Raleigh Capital Management Inc.
INCREASED3,3283,252+76+2%$191.8K$188.6K-$3.3K2026-10-28
Latitude Advisors, LLC
NEW3,267—+3,267——$185.1K—2026-10-27
Citizens National Bank Trust Department
NEW3,200—+3,200——$181.3K—2026-11-04
Friedenthal Financial
NEW3,191—+3,191——$180.8K—2026-10-27
NBH Bank
INCREASED3,0762,740+336+12%$161.6K$174.3K+$12.7K2026-11-05
S.A. Mason LLC
UNCHANGED2,9152,91500%$171.9K$165.2K-$6.8K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED2,8175,693-2,876-51%$335.8K$159.6K-$176.1K2026-10-20
Larson Financial Group LLC
INCREASED2,687937+1,750+187%$55.3K$152.2K+$97.0K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,6762,67600%$157.8K$151.6K-$6.2K2026-10-23
Avion Wealth
DECREASED2,5123,197-685-21%$188.0K$142-$187.9K2026-11-04
Chapman Financial Group, LLC
UNCHANGED2,4712,47100%$145.7K$140.0K-$5.7K2026-10-26
Jacobi Capital Management LLC
NEW2,307—+2,307——$130.7K—2026-11-05
Eastern Bank
DECREASED1,9305,175-3,245-63%$305.2K$109.4K-$195.9K2026-10-05
Cape Investment Advisory, Inc.
DECREASED1,8121,883-71-4%$111.1K$102.7K-$8.4K2026-10-13
Ascentis Independent Advisors
NEW1,759—+1,759——$99.7K—2026-11-03
Abound Wealth Management
INCREASED1,756273+1,483+543%$16.1K$99.5K+$83.4K2026-10-26
Realta Investment Advisors
NEW1,746—+1,746——$98.9K—2026-10-14
Trust Co of Vermont
DECREASED1,7331,771-38-2%$104.5K$98.2K-$6.3K2026-10-21
Security National Bank
UNCHANGED1,5001,50000%$88.5K$85.0K-$3.5K2026-10-26
Register Financial Advisors LLC
UNCHANGED1,5001,50000%$88.5K$85.0K-$3.5K2026-10-23
Paladin Partners, LLC
UNCHANGED1,4701,47000%$86.7K$83.3K-$3.4K2026-10-06
Essential Partners LLC
INCREASED1,3691,359+10+1%$80.2K$77.6K-$2.6K2026-10-14
Independence Bank of Kentucky
UNCHANGED1,1291,12900%$66.6K$64.0K-$2.6K2026-10-26
Golden State Wealth Management, LLC
DECREASED1,0483,250-2,202-68%$191.7K$59.4K-$132.3K2026-11-02
Heritage Family Offices, LLP
NEW1,002—+1,002——$56.8K—2026-11-02
Montgomery Financial Services LLC
INCREASED956486+470+97%$28.7K$54.2K+$25.5K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED93811+927+8427%$649$53.2K+$52.5K2026-11-05
Parkside Financial Bank & Trust
UNCHANGED84784700%$50.0K$48.0K-$2.0K2026-10-27
Thompson Investment Management, Inc.
UNCHANGED84484400%$49.8K$47.8K-$2.0K2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED81381300%$47.9K$46.1K-$1.9K2026-10-15
Vestor Capital, LLC
NEW802—+802——$137—2026-11-04
Edgemoor Investment Advisors, Inc.
NEW794—+794——$45.0K—2026-11-03
Winthrop Capital Management, LLC
UNCHANGED76776700%$45.0K$43.5K-$1.5K2026-11-05
Central Trust Co
DECREASED7591,393-634-46%$82.2K$43.0K-$39.2K2026-11-05
Rosenberg Matthew Hamilton
NEW715—+715——$40.5K—2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED71271200%$42$40-$22026-10-27
True Wealth Design, LLC
INCREASED705585+120+21%$34.5K$39.9K+$5.4K2026-10-13
DT Investment Partners, LLC
INCREASED611567+44+8%$33.4K$34.6K+$1.2K2026-10-27
Morton Brown Family Wealth, LLC
DECREASED5942,565-1,971-77%$151.3K$33.7K-$117.6K2026-10-23
Asset Dedication, LLC
NEW593—+593——$33.6K—2026-11-03
GK Wealth Management LLC
NEW555—+555——$31.4K—2026-10-09
Signaturefd, LLC
INCREASED555545+10+2%$32.1K$31.4K-$6982026-10-23
AlphaCore Capital LLC
INCREASED539102+437+428%$6.0K$30.5K+$24.5K2026-11-04
Rossby Financial, LCC
DECREASED534933-399-43%$55.0K$30.3K-$24.8K2026-11-05
Simplex Trading, LLC
INCREASED528440+88+20%$26.0K$29.9K+$4.0K2026-11-04
Mainstream Capital Management LLC
NEW510—+510——$28.9K—2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED50050000%$29.5K$28.3K-$1.2K2026-10-09
Fairway Wealth LLC
INCREASED458455+3+1%$26.8K$26.0K-$8782026-10-30
Trust Co of Toledo NA
DECREASED4411,572-1,131-72%$92.7K$25.0K-$67.7K2026-10-16
Richards, Merrill & Peterson, Inc.
NEW432—+432——$24.5K—2026-10-19
Gamma Investing LLC
DECREASED429549-120-22%$32.4K$24.3K-$8.1K2026-10-08
Wagner Wealth Management, LLC
NEW410—+410——$23.2K—2026-10-21
First Bancorp, Inc
UNCHANGED38538500%$22.7K$21.8K-$8932026-10-26
Networth Advisors, LLC
INCREASED378376+2+1%$22.2K$21.4K-$7432026-11-03
Nemes Rush Group LLC
DECREASED3371,239-902-73%$73.1K$19.1K-$54.0K2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED33233200%$20$19-$12026-11-04
Nova Financial LLC
NEW331—+331——$18.8K—2026-11-04
Lodestone Wealth Management LLC
INCREASED32877+251+326%$4.5K$18.6K+$14.0K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED317314+3+1%$18.5K$18.0K-$5482026-11-04
Markowski Investments
NEW303—+303——$17.2K—2026-10-30
Plante Moran Financial Advisors, LLC
NEW295—+295——$16.7K—2026-11-04
Root Financial Partners, LLC
NEW261—+261——$14.8K—2026-10-21
POM Investment Strategies, LLC
NEW257—+257——$14.6K—2026-10-20
Elevated Capital Advisors, LLC
INCREASED245129+116+90%$7.6K$13.9K+$6.3K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED24524500%$14.5K$13.9K-$5682026-10-23
Toth Financial Advisory Corp
UNCHANGED23823800%$14.0K$13.5K-$5522026-10-08
Strengthening Families & Communities, LLC
UNCHANGED23223200%$13.7K$13.1K-$5382026-10-21
Yankcom Partnership
UNCHANGED23023000%$13.6K$13.0K-$5332026-10-15
Daiwa Securities Group Inc.
DECREASED196247-51-21%$14.6K$11.1K-$3.5K2026-10-29
Evolution Wealth Management Inc.
INCREASED190140+50+36%$8.3K$10.8K+$2.5K2026-10-28
High Note Wealth, LLC
DECREASED184215-31-14%$12.7K$10.4K-$2.3K2026-10-27
Ascentis Wealth Management, LLC
NEW178—+178——$10.1K—2026-11-03
Transce3nd, LLC
DECREASED176201-25-12%$11.8K$10.0K-$1.7K2026-10-26
Investors Research Corp
INCREASED16337+126+341%$2.2K$9.2K+$7.1K2026-10-07
Barrett & Company, Inc.
UNCHANGED14714700%$8.7K$8.3K-$3412026-10-22
MB, Levis & Associates, LLC
INCREASED140139+1+1%$8.2K$8.0K-$2432026-10-16
Compass Financial Management LLC
NEW133—+133——$7.5K—2026-10-30
Biltmore Family Office, LLC
NEW130—+130——$7.4K—2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED12712700%$7.5K$7.2K-$2942026-10-22
First Command Advisory Services, Inc.
NEW122—+122——$6.9K—2026-11-05
Axiom Investment Management LLC
NEW114—+114——$6.5K—2026-11-03
Quaker Wealth Management, LLC
UNCHANGED11011000%$6.5K$6.2K-$2552026-10-22
Nfsg Corp
DECREASED100126-26-21%$7.4K$5.7K-$1.8K2026-10-15
Wolff Wiese Magana LLC
UNCHANGED999900%$5.8K$5.6K-$2302026-10-15
Polaris Financial Partners
NEW91—+91——$5—2026-10-02
Olistico Wealth, LLC
DECREASED69163-94-58%$9.6K$3.9K-$5.7K2026-10-05
Spire Wealth Management
UNCHANGED666600%$3.9K$3.7K-$1532026-10-30
City State Bank
UNCHANGED585800%$3.4K$3.3K-$1352026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED565600%$3.3K$3.2K-$1302026-10-29
Triumph Capital Management
DECREASED5560-5-8%$3.5K$3.1K-$4232026-10-14
Bayban
UNCHANGED464600%$2.7K$2.7K$02026-11-05
Ashton Thomas Securities, LLC
UNCHANGED444400%$2.6K$2.5K-$1022026-10-26
Cassaday & Co Wealth Management LLC
DECREASED34329-295-90%$19.4K$1.9K-$17.5K2026-10-27
IMG Wealth Management, Inc.
UNCHANGED141400%$826$793-$332026-10-27
Hoese & Co LLP
DECREASED8212-204-96%$12.5K$453-$12.0K2026-10-21
Aspect Partners, LLC
UNCHANGED5500%$295$283-$122026-10-20
Rakuten Securities, Inc.
UNCHANGED1100%$59$57-$22026-11-02
Newport Capital Group, LLC
CLOSED0244,928-244,928-100%$14.4M$0-$14.4M2026-10-16
Silverleafe Capital Partners, LLC
CLOSED0226,787-226,787-100%$13.4M$0-$13.4M2026-10-02
Garde Capital, Inc.
CLOSED0205,494-205,494-100%$12.1M$0-$12.1M2026-10-29
Financial Architects, LLC
CLOSED0199,845-199,845-100%$11.8M$0-$11.8M2026-10-13
AXS Investments LLC
CLOSED029,017-29,017-100%$1.7M$0-$1.7M2026-11-04
Enclave Advisors LLC
CLOSED025,345-25,345-100%$1.5M$0-$1.5M2026-10-14
PW Nova Financial Services LLC
CLOSED023,708-23,708-100%$1.4M$0-$1.4M2026-10-15
Bokf, NA
CLOSED017,837-17,837-100%$1.1M$0-$1.1M2026-10-27
Archer Investment Management, LLC
CLOSED016,979-16,979-100%$1.0M$0-$1.0M2026-10-13
Titan Investment Management LLC
CLOSED011,214-11,214-100%$661.4K$0-$661.4K2026-10-22
CGN Advisors LLC
CLOSED09,520-9,520-100%$561.5K$0-$561.5K2026-10-21
Iams Wealth Management, LLC
CLOSED09,186-9,186-100%$541.8K$0-$541.8K2026-10-15
FSM Wealth Advisors, LLC
CLOSED06,494-6,494-100%$383.0K$0-$383.0K2026-10-27
Excalibur Management Corp
CLOSED06,450-6,450-100%$380.4K$0-$380.4K2026-11-02
Fortitude Advisory Group L.L.C.
CLOSED05,939-5,939-100%$350.3K$0-$350.3K2026-10-15
Global Assets Advisory, LLC
CLOSED05,290-5,290-100%$310.7K$0-$310.7K2026-10-28
Country Trust Bank
CLOSED04,988-4,988-100%$294.2K$0-$294.2K2026-10-30
StoneX Group Inc.
CLOSED04,629-4,629-100%$273.6K$0-$273.6K2026-11-03
Angeles Wealth Management, LLC
CLOSED04,399-4,399-100%$259.5K$0-$259.5K2026-10-26
Integrity Investment Advisors, LLC
CLOSED04,355-4,355-100%$256.9K$0-$256.9K2026-11-03
Texas Bank & Trust Co
CLOSED04,234-4,234-100%$249.7K$0-$249.7K2026-11-04
BridgePort Financial Solutions, LLC
CLOSED04,232-4,232-100%$249.6K$0-$249.6K2026-11-02
Ethic Inc.
CLOSED03,914-3,914-100%$230.8K$0-$230.8K2026-11-03
Archvest Wealth Advisors, Inc.
CLOSED03,799-3,799-100%$224.1K$0-$224.1K2026-10-29
Johnson Bixby & Associates, LLC
CLOSED03,733-3,733-100%$220.2K$0-$220.2K2026-10-14
ProCore Advisors, LLC
CLOSED03,683-3,683-100%$217.2K$0-$217.2K2026-10-14
Semitam Bonam LLC
CLOSED03,515-3,515-100%$207.3K$0-$207.3K2026-10-27
SYM Financial Corp
CLOSED01,732-1,732-100%$102.2K$0-$102.2K2026-10-26
Tompkins Financial Corp
CLOSED01,732-1,732-100%$102.2K$0-$102.2K2026-10-05
International Assets Investment Management, LLC
CLOSED0826-826-100%$48.5K$0-$48.5K2026-11-02
Bellecapital International Ltd.
CLOSED0770-770-100%$45.4K$0-$45.4K2026-10-21
Tucker Asset Management LLC
CLOSED0756-756-100%$44.6K$0-$44.6K2026-10-29
Atlatl Advisers LLC
CLOSED0431-431-100%$25.4K$0-$25.4K2026-10-22
Kroeger Financial Partners
CLOSED0322-322-100%$19.0K$0-$19.0K2026-10-19
Archer Investment Corp
CLOSED0292-292-100%$17.2K$0-$17.2K2026-11-05
Trifecta Capital Advisors, LLC
CLOSED0249-249-100%$14.7K$0-$14.7K2026-10-21
Cornerstone Planning Group LLC
CLOSED0241-241-100%$14.1K$0-$14.1K2026-10-16
Robinswood Financial LLC
CLOSED0100-100-100%$5.9K$0-$5.9K2026-10-20
Financial Consulate, Inc
CLOSED038-38-100%$2.2K$0-$2.2K2026-10-23
Foster Dykema Cabot & Partners, LLC
CLOSED01-1-100%$34$0-$342026-10-30
Kozak & Associates, Inc.
CLOSED01-1-100%$55$0-$552026-10-29
Bank of America Corp
N/A—88,414,545-88,414,545-100%$5.2B———
JPMorgan Chase & Co
N/A—78,539,160-78,539,160-100%$4.6B———
Empower Advisory Group, LLC
N/A—25,562,812-25,562,812-100%$1.5B———
Morgan Stanley
N/A—23,677,846-23,677,846-100%$1.4B———
Employees Retirement System of Texas
N/A—23,386,000-23,386,000-100%$1.4B———
SCS Capital Management LLC
N/A—20,007,805-20,007,805-100%$1.2B———
Focus Partners Wealth
N/A—15,151,246-15,151,246-100%$893.6M———
UBS Group AG
N/A—14,305,631-14,305,631-100%$843.7M———
Alliancebernstein L.P.
N/A—9,900,000-9,900,000-100%$589.5M———
Focus Partners Advisor Solutions, LLC
N/A—9,601,130-9,601,130-100%$566.3M———
Nepc LLC
N/A—8,475,832-8,475,832-100%$499.9M———
Envestnet Asset Management Inc
N/A—6,689,898-6,689,898-100%$394.6M———
Ameriprise Financial Inc
N/A—6,617,220-6,617,220-100%$388.6M———
Savant Capital, LLC
N/A—6,509,112-6,509,112-100%$384.2M———
Cambridge Associates LLC
N/A—6,332,861-6,332,861-100%$373.5M———
Cerity Partners LLC
N/A—5,162,594-5,162,594-100%$304.5M———
Wells Fargo & Company
N/A—4,972,430-4,972,430-100%$293.3M———
WIT, LLC
N/A—4,902,356-4,902,356-100%$289.1M———
FMR LLC
N/A—3,794,788-3,794,788-100%$223.8M———
Valmark Advisers, Inc.
N/A—3,566,775-3,566,775-100%$210.4M———
Manning & Napier Advisors LLC
N/A—3,352,042-3,352,042-100%$198.3M———
Fisher Asset Management, LLC
N/A—3,347,771-3,347,771-100%$197.5M———
Raymond James Financial Inc
N/A—3,338,006-3,338,006-100%$196.9M———
HighTower Advisors, LLC
N/A—3,279,242-3,279,242-100%$193.4M———
LPL Financial LLC
N/A—3,093,781-3,093,781-100%$182.5M———
Strategic Financial Services, Inc.
N/A—2,797,607-2,797,607-100%$165.0M———
Royal Bank of Canada
N/A—1,936,951-1,936,951-100%$114.2M———
Cetera Investment Advisers
N/A—1,813,821-1,813,821-100%$107.0M———
Modern Wealth Management, LLC
N/A—1,439,692-1,439,692-100%$84.9M———
UBS Asset Management Americas LLC
N/A—1,374,152-1,374,152-100%$81.0M———
Roehl & Yi Investment Advisors, LLC
N/A—1,367,109-1,367,109-100%$1.4M———
Sand Hill Global Advisors, LLC
N/A—1,360,880-1,360,880-100%$80.3M———
Miller Investment Management, LP
N/A—1,300,506-1,300,506-100%$76.7M———
Penserra Capital Management LLC
N/A—1,230,388-1,230,388-100%$72.6M———
Cliffwater LLC
N/A—1,200,527-1,200,527-100%$70.8M———
Libra Wealth LLC
N/A—1,092,189-1,092,189-100%$64.4M———
RiverFront Investment Group, LLC
N/A—1,067,286-1,067,286-100%$62.9M———
Cape COD Five Cents Savings Bank
N/A—992,735-992,735-100%$58.6M———
Vident Advisory, LLC
N/A—917,662-917,662-100%$54.1M———
Vanguard Advisers Inc
N/A—908,764-908,764-100%$53.6M———
Lazard Asset Management LLC
N/A—814,571-814,571-100%$48.0M———
Summit Trail Advisors, LLC
N/A—785,893-785,893-100%$46.4M———
Osaic Holdings, Inc.
N/A—776,899-776,899-100%$45.8M———
Coldstream Capital Management Inc
N/A—773,476-773,476-100%$45.6M———
Johnson Investment Counsel Inc
N/A—748,612-748,612-100%$44.2M———
Captrust Financial Advisors
N/A—731,329-731,329-100%$43.1M———
Jackson Thornton Wealth Management, LLC
N/A—723,935-723,935-100%$42.7M———
Portland Global Advisors LLC
N/A—695,107-695,107-100%$41.0M———
Partners Capital Investment Group, LLP
N/A—673,161-673,161-100%$39.7M———
Jones Financial Companies Lllp
N/A—664,050-664,050-100%$39.3M———
BSW Wealth Partners
N/A—625,686-625,686-100%$36.9M———
Dakota Wealth Management
N/A—612,868-612,868-100%$36.1M———
Permanent Capital Management, LP
N/A—600,884-600,884-100%$35.4M———
MAI Capital Management
N/A—575,908-575,908-100%$34.0M———
Flputnam Investment Management Co
N/A—556,923-556,923-100%$32.8M———
Private Advisor Group, LLC
N/A—544,151-544,151-100%$32.1M———
Roundview Capital LLC
N/A—530,707-530,707-100%$31.3M———
Proffitt & Goodson Inc
N/A—529,624-529,624-100%$31.2M———
AE Wealth Management LLC
N/A—513,682-513,682-100%$30.3M———
Goldman Sachs Group Inc
N/A—508,860-508,860-100%$30.0M———
Earned Wealth Advisors, LLC
N/A—502,096-502,096-100%$29.6M———
Foundations Investment Advisors, LLC
N/A—502,082-502,082-100%$29.6M———
Smartleaf Asset Management LLC
N/A—486,707-486,707-100%$28.8M———
EP Wealth Advisors, LLC
N/A—482,241-482,241-100%$28.4M———
Mariner, LLC
N/A—475,864-475,864-100%$28.1M———
BlackRock, Inc.
N/A—467,058-467,058-100%$27.5M———
Kensington Asset Management, LLC
N/A—435,894-435,894-100%$25.7M———
Jordan Park Group LLC
N/A—430,584-430,584-100%$25.4M———
Beacon Pointe Advisors, LLC
N/A—410,947-410,947-100%$24.2M———
Baird Financial Group, Inc.
N/A—400,131-400,131-100%$23.6M———
RWA Wealth Partners, LLC
N/A—394,346-394,346-100%$23.3M———
Russell Investments Group, Ltd.
N/A—382,849-382,849-100%$22.6M———
Hirtle & Co., LLC
N/A—373,645-373,645-100%$22.0M———
Hilton Capital Management, LLC
N/A—365,446-365,446-100%$21.6M———
Mayport, LLC
N/A—361,424-361,424-100%$21.3M———
Rialto Wealth Management, LLC
N/A—320,863-320,863-100%$18.9M———
Tortoise Investment Management, LLC
N/A—319,219-319,219-100%$18.8M———
Roble, Belko & Company, Inc
N/A—318,766-318,766-100%$18.8M———
Bank of Montreal
N/A—315,717-315,717-100%$18.6M———
Lowe Brockenbrough & Co Inc
N/A—308,356-308,356-100%$18.2M———
AQR Capital Management LLC
N/A—301,191-301,191-100%$17.8M———
Aurdan Capital Management, LLC
N/A—298,048-298,048-100%$17.6M———
Longview Financial Advisors LLC
N/A—287,129-287,129-100%$16.9M———
OneAscent Investment Solutions LLC
N/A—273,482-273,482-100%$16.1M———
Vernal Point Advisors, LLC
N/A—272,570-272,570-100%$16.1M———
Rockefeller Capital Management L.P.
N/A—266,511-266,511-100%$15.7M———
Howe & Rusling Inc
N/A—256,842-256,842-100%$15.1M———
Brown Advisory Inc
N/A—256,575-256,575-100%$15.1M———
MainStreet Investment Advisors LLC
N/A—252,978-252,978-100%$14.9M———
OneAscent Financial Services LLC
N/A—250,582-250,582-100%$14.8M———
Seaside Wealth Management, Inc.
N/A—238,993-238,993-100%$14.1M———
Staley Capital Advisers Inc
N/A—233,381-233,381-100%$13.8M———
Croban
N/A—231,680-231,680-100%$13.7M———
MML Investors Services, LLC
N/A—229,545-229,545-100%$13.5M———
Sharp Wealth Advisory, LLC
N/A—217,275-217,275-100%$12.8M———
Sanctuary Advisors, LLC
N/A—215,342-215,342-100%$12.7M———
HBE Wealth Management, LLC
N/A—213,462-213,462-100%$12.6M———
Noble Wealth Partners LLC
N/A—210,630-210,630-100%$12.4M———
Rogco, LP
N/A—209,038-209,038-100%$12.3M———
Integrated Wealth Concepts LLC
N/A—193,960-193,960-100%$11.4M———
PNC Financial Services Group, Inc.
N/A—187,843-187,843-100%$11.1M———
United Capital Financial Advisors, LLC
N/A—181,517-181,517-100%$10.7M———
Cambria Investment Management, L.P.
N/A—177,540-177,540-100%$10.4M———
TRB Wealth Management, LLC
N/A—177,521-177,521-100%$10.5M———
Shufro Rose & Co LLC
N/A—168,805-168,805-100%$10.0M———
Renaissance Technologies LLC
N/A—165,000-165,000-100%$9.7M———
Poinciana Advisors Group, LLC
N/A—156,096-156,096-100%$9.2M———
Tillman Hartley LLC
N/A—155,710-155,710-100%$9.2M———
NewEdge Advisors, LLC
N/A—155,081-155,081-100%$9.1M———
Steward Partners Investment Advisory, LLC
N/A—149,712-149,712-100%$8.8M———
Northern Trust Corp
N/A—145,996-145,996-100%$8.6M———
Addison Advisors LLC
N/A—144,585-144,585-100%$8.5M———
Pinnacle Financial Partners, Inc.
N/A—140,399-140,399-100%$8.3M———
Janney Montgomery Scott LLC
N/A—138,300-138,300-100%$8.2M———
Private Advisory Group LLC
N/A—135,920-135,920-100%$8.0M———
&partners
N/A—133,732-133,732-100%$7.9M———
NewEdge Wealth, LLC
N/A—131,880-131,880-100%$7.8M———
Ranch Capital Advisors Inc.
N/A—123,116-123,116-100%$7.3M———
Prudential Financial Inc
N/A—119,204-119,204-100%$7.0M———
Claris Advisors, LLC / MO /
N/A—118,021-118,021-100%$7.0M———
PYA Waltman Capital, LLC
N/A—117,824-117,824-100%$6.9M———
Gallagher Fiduciary Advisors, LLC
N/A—113,746-113,746-100%$6.7M———
SageView Advisory Group, LLC
N/A—111,330-111,330-100%$6.6M———
Pathstone Holdings, LLC
N/A—107,526-107,526-100%$6.3M———
Dopkins Wealth Management, LLC
N/A—105,994-105,994-100%$6.3M———
Allworth Financial LP
N/A—105,738-105,738-100%$6.2M———
Northwestern Mutual Wealth Management Co
N/A—105,501-105,501-100%$6.2M———
Franklin Resources Inc
N/A—103,384-103,384-100%$6.1M———
Capital Group Private Client Services, Inc.
N/A—101,751-101,751-100%$6.0M———
Main Street Financial Solutions, LLC
N/A—99,922-99,922-100%$5.9M———
Harbour Investments, Inc.
N/A—99,437-99,437-100%$5.9M———
Vistica Wealth Advisors, LLC
N/A—98,009-98,009-100%$5.8M———
Merit Financial Group, LLC
N/A—98,008-98,008-100%$5.8M———
Stifel Financial Corp
N/A—97,063-97,063-100%$5.7M———
Pure Financial Advisors, LLC
N/A—96,739-96,739-100%$5.7M———
KEB Asset Management, LLC
N/A—95,960-95,960-100%$5.7M———
Principal Securities, Inc.
N/A—95,176-95,176-100%$5.6M———
Harvest Portfolios Group Inc.
N/A—95,157-95,157-100%$5.6M———
CreativeOne Wealth, LLC
N/A—94,943-94,943-100%$5.6M———
Hexagon Capital Partners LLC
N/A—93,050-93,050-100%$5.5M———
Smithfield Trust Co
N/A—92,642-92,642-100%$5.5M———
Equitable Holdings, Inc.
N/A—91,168-91,168-100%$5.4M———
Gotham Asset Management, LLC
N/A—89,882-89,882-100%$5.3M———
Cornerstone Financial Management LLC
N/A—87,675-87,675-100%$5.2M———
Curi Capital, LLC
N/A—87,150-87,150-100%$5.1M———
Mercer Global Advisors Inc
N/A—86,505-86,505-100%$5.1M———
Prime Buchholz LLC
N/A—85,992-85,992-100%$5.1M———
Wealthfront Advisers LLC
N/A—84,552-84,552-100%$5.0M———
Minot DeBlois Advisors LLC
N/A—83,380-83,380-100%$4.9M———
Advisory Services Network, LLC
N/A—81,139-81,139-100%$4.8M———
Baron Silver Stevens Financial Advisors, LLC
N/A—80,295-80,295-100%$4.7M———
CacheTech Inc.
N/A—78,552-78,552-100%$4.6M———
Checchi Capital Advisers, LLC
N/A—77,074-77,074-100%$4.5M———
Wealthspire Advisors, LLC
N/A—76,117-76,117-100%$4.5M———
Nicolet Bankshares Inc
N/A—73,044-73,044-100%$4.3M———
Independent Advisor Alliance
N/A—71,922-71,922-100%$4.2M———
Betterment LLC
N/A—70,797-70,797-100%$4.2M———
ST Germain D J Co Inc
N/A—70,746-70,746-100%$4.2M———
AlTi Global, Inc.
N/A—70,679-70,679-100%$4.2M———
Adams Wealth Management
N/A—70,398-70,398-100%$4.2M———
Morningstar Investment Management LLC
N/A—68,544-68,544-100%$4.1M———
RB Capital Management, LLC
N/A—68,285-68,285-100%$4.0M———
GenTrust, LLC
N/A—68,095-68,095-100%$4.0M———
Leavell Investment Management, Inc.
N/A—66,645-66,645-100%$3.9M———
First American Trust, FSB
N/A—65,210-65,210-100%$3.8M———
Foster & Motley Inc
N/A—65,152-65,152-100%$3.8M———
Wescap Management Group, Inc.
N/A—64,870-64,870-100%$3.8M———
M&T Bank Corp
N/A—64,792-64,792-100%$3.8M———
Envestnet Portfolio Solutions, Inc.
N/A—63,474-63,474-100%$3.7M———
JT Stratford LLC
N/A—60,803-60,803-100%$3.6M———
Strategic Investment Solutions, Inc.
N/A—59,352-59,352-100%$3.5M———
Hikari Tsushin, Inc.
N/A—54,954-54,954-100%$3.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—54,614-54,614-100%$3.2M———
Bragg Financial Advisors, Inc
N/A—54,048-54,048-100%$3.2M———
Evergreen Wealth Partners LLC
N/A—52,701-52,701-100%$3.1M———
Estate Counselors, LLC
N/A—52,410-52,410-100%$3.1M———
OneAscent Wealth Management LLC
N/A—51,280-51,280-100%$3.0M———
Waverly Advisors, LLC
N/A—50,973-50,973-100%$3.0M———
Tiff Advisory Services, LLC
N/A—50,755-50,755-100%$3.0M———
Strategies Wealth Advisors, LLC
N/A—50,663-50,663-100%$3.0M———
Orcam Financial Group
N/A—49,065-49,065-100%$2.9M———
Bartlett & Co. Wealth Management LLC
N/A—47,980-47,980-100%$2.8M———
Fiduciary Trust Co
N/A—47,161-47,161-100%$2.8M———
Vestmark Advisory Solutions, Inc.
N/A—43,491-43,491-100%$2.6M———
Cascades Capital Asset Management, LLC
N/A—42,625-42,625-100%$2.5M———
Clearstead Advisors, LLC
N/A—41,876-41,876-100%$2.5M———
McCartney Wealth Management LLC
N/A—41,873-41,873-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—40,038-40,038-100%$2.4M———
Rothschild Investment LLC
N/A—39,887-39,887-100%$2.4M———
Trivium Point Advisory, LLC
N/A—39,327-39,327-100%$2.3M———
Rothschild Wealth LLC
N/A—37,955-37,955-100%$2.2M———
Kovack Advisors, Inc.
N/A—37,652-37,652-100%$2.2M———
Edgestream Partners, L.P.
N/A—37,249-37,249-100%$2.2M———
Investment Advisory Group, LLC
N/A—36,788-36,788-100%$2.2M———
Jupiter Topco LLC
N/A—36,767-36,767-100%$2.2M———
Summit Financial, LLC
N/A—36,512-36,512-100%$2.2M———
Summit Wealth & Retirement Planning, Inc.
N/A—36,003-36,003-100%$2.1M———
Itau Unibanco Holding S.A.
N/A—36,000-36,000-100%$2.1M———
Western Wealth Management, LLC
N/A—35,978-35,978-100%$2.1M———
Benningfield Financial Advisors, LLC
N/A—35,843-35,843-100%$2.1M———
Belpointe Asset Management LLC
N/A—35,779-35,779-100%$2.1M———
Financial Engines Advisors L.L.C.
N/A—35,470-35,470-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—34,434-34,434-100%$2.0M———
Advyzon Investment Management, LLC
N/A—34,207-34,207-100%$2.0M———
World Investment Advisors
N/A—34,017-34,017-100%$2.0M———
Blair William & Co
N/A—33,992-33,992-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—33,378-33,378-100%$2.0M———
Addison Capital Co
N/A—33,228-33,228-100%$2.0M———
Chandler Asset Management, Inc.
N/A—33,205-33,205-100%$2.0M———
Parkwoods Wealth Partners, LLC
N/A—32,752-32,752-100%$1.9M———
Level Four Advisory Services, LLC
N/A—32,751-32,751-100%$1.9M———
Arax Advisory Partners
N/A—32,030-32,030-100%$1.9M———
Natixis Advisors, LLC
N/A—31,329-31,329-100%$1.8M———
Blom & Howell Financial Planning, Inc.
N/A—31,081-31,081-100%$1.8M———
South Plains Financial, Inc.
N/A—30,652-30,652-100%$1.8M———
Hancock Whitney Corp
N/A—29,745-29,745-100%$1.8M———
Atlantic Union Bankshares Corp
N/A—29,491-29,491-100%$1.7M———
PlanVest Financial, Inc
N/A—29,212-29,212-100%$1.7M———
Avise Financial Cooperative, Inc.
N/A—27,922-27,922-100%$1.6M———
Mutual Advisors, LLC
N/A—26,377-26,377-100%$1.6M———
NorthRock Partners, LLC
N/A—25,908-25,908-100%$1.5M———
Lcnb Corp
N/A—25,321-25,321-100%$1.5M———
Cooperman Leon G
N/A—25,028-25,028-100%$1.5M———
Nwam LLC
N/A—24,614-24,614-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—23,640-23,640-100%$1.4M———
Benjamin Edwards Inc
N/A—23,332-23,332-100%$1.4M———
Tidal Investments LLC
N/A—23,269-23,269-100%$1.4M———
Silver Oak Advisory Group, Inc.
N/A—21,863-21,863-100%$1.3M———
HSBC Holdings PLC
N/A—20,952-20,952-100%$1.2M———
Choate Investment Advisors
N/A—20,871-20,871-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—20,776-20,776-100%$1.2M———
SEI Investments Co
N/A—20,773-20,773-100%$1.2M———
Oakmont Advisory Group, LLC
N/A—20,451-20,451-100%$1.2M———
Beto Financial Group, LLC
N/A—20,326-20,326-100%$1.2M———
Talon Private Wealth, LLC
N/A—20,298-20,298-100%$1.2M———
Disciplined Investments, LLC
N/A—20,006-20,006-100%$1.2M———
Stephens Inc
N/A—19,485-19,485-100%$1.1M———
Winch Advisory Services, LLC
N/A—18,951-18,951-100%$1.1M———
Horizon Family Wealth, Inc.
N/A—18,852-18,852-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—18,378-18,378-100%$1.1M———
Cardiff Park Advisors, LLC
N/A—18,254-18,254-100%$1.1M———
IEQ Capital, LLC
N/A—18,110-18,110-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—17,802-17,802-100%$1.0M———
Kingsview Wealth Management, LLC
N/A—17,717-17,717-100%$1.0M———
Team Hewins, LLC
N/A—17,690-17,690-100%$1.0M———
Whittier Trust Co
N/A—17,446-17,446-100%$1.0M———
Quantinno Capital Management LP
N/A—17,258-17,258-100%$1.0M———
Rathbones Group PLC
N/A—16,935-16,935-100%$998.8K———
Cresset Asset Management, LLC
N/A—16,579-16,579-100%$977.8K———
Sequoia Financial Advisors, LLC
N/A—16,543-16,543-100%$975.7K———
Hanover Advisors Inc
N/A—16,133-16,133-100%$951.5K———
Koss-Olinger Consulting, LLC
N/A—15,680-15,680-100%$924.8K———
Huntington National Bank
N/A—15,623-15,623-100%$921.4K———
Brookwood Investment Group LLC
N/A—15,581-15,581-100%$919.0K———
Schroder Investment Management Group
N/A—15,186-15,186-100%$898.6K———
Stratos Wealth Partners, Ltd.
N/A—15,185-15,185-100%$895.6K———
Argent Trust Co
N/A—15,058-15,058-100%$888.1K———
Vista Capital Partners, Inc.
N/A—14,882-14,882-100%$877.7K———
Mmbg Investment Advisors Co.
N/A—14,793-14,793-100%$872.5K———
Austin Wealth Management, LLC
N/A—14,551-14,551-100%$853.9K———
Range Advisory, LLC
N/A—14,495-14,495-100%$854.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—14,306-14,306-100%$843.8K———
BFC Planning, Inc.
N/A—14,116-14,116-100%$832.6K———
SouthState Bank Corp
N/A—13,063-13,063-100%$770.5K———
Rehmann Capital Advisory Group
N/A—12,730-12,730-100%$750.8K———
PFG Investments, LLC
N/A—12,683-12,683-100%$748.0K———
Mittelman Wealth Management
N/A—12,682-12,682-100%$3.9M———
Axis Wealth Partners, LLC
N/A—12,479-12,479-100%$736.0K———
Arkadios Wealth Advisors
N/A—12,370-12,370-100%$729.6K———
Zhang Financial LLC
N/A—12,369-12,369-100%$729.5K———
Freestone Capital Holdings, LLC
N/A—12,103-12,103-100%$713.8K———
Laraway Financial Advisors Inc
N/A—11,711-11,711-100%$690.7K———
Icon Wealth Advisors, LLC
N/A—11,560-11,560-100%$681.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—11,453-11,453-100%$675.5K———
Coppell Advisory Solutions LLC
N/A—11,382-11,382-100%$359.6K———
Houlihan Financial Resource Group, Ltd.
N/A—11,228-11,228-100%$662.2K———
Aptus Capital Advisors, LLC
N/A—11,013-11,013-100%$649.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—10,804-10,804-100%$637.0K———
Everest Private Wealth
N/A—10,716-10,716-100%$632.0K———
Ausdal Financial Partners, Inc.
N/A—10,701-10,701-100%$631.1K———
W1m Asset Management Ltd
N/A—10,545-10,545-100%$621.8K———
Moneta Group Investment Advisors LLC
N/A—10,442-10,442-100%$615.9K———
Summitry LLC
N/A—10,424-10,424-100%$614.8K———
Thomasville National Bank
N/A—10,358-10,358-100%$610.9K———
Sankala Group LLC
N/A—10,089-10,089-100%$589.3K———
Natural Investments, LLC
N/A—9,974-9,974-100%$588.0K———
Peak Retirement Planning, Inc.
N/A—9,816-9,816-100%$579.0K———
Keel Point, LLC
N/A—9,679-9,679-100%$570.8K———
Madison Wealth Partners, Inc
N/A—9,646-9,646-100%$568.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—9,076-9,076-100%$535.3K———
IFG Advisory, LLC
N/A—8,769-8,769-100%$517.2K———
Clarion Wealth Managment Partners, LLC
N/A—8,598-8,598-100%$507.1K———
Olde Wealth Management, LLC
N/A—8,454-8,454-100%$498.0K———
Zevin Asset Management LLC
N/A—8,303-8,303-100%$489.7K———
Cary Street Partners Investment Advisory LLC
N/A—8,145-8,145-100%$480.4K———
OneAscent Family Office, LLC
N/A—8,055-8,055-100%$475.1K———
First Manhattan Co. Llc.
N/A—7,965-7,965-100%$469.8K———
Brown Brothers Harriman & Co
N/A—7,715-7,715-100%$455.0K———
Walter & Keenan Wealth Management LLC
N/A—7,651-7,651-100%$451.3K———
Caitlin John, LLC
N/A—7,293-7,293-100%$430.1K———
Fairview Capital Investment Management, LLC
N/A—7,036-7,036-100%$415.0K———
Warner Financial, Inc
N/A—6,949-6,949-100%$409.9K———
E-Wealth Partners, LLC
N/A—6,936-6,936-100%$409.1K———
Manhattan West Asset Management, LLC
N/A—6,874-6,874-100%$405.4K———
Guardian Wealth Advisors, LLC / NC
N/A—6,823-6,823-100%$402.4K———
Southeast Asset Advisors, LLC
N/A—6,640-6,640-100%$391.6K———
Global Retirement Partners, LLC
N/A—6,467-6,467-100%$381.4K———
American Trust
N/A—6,274-6,274-100%$370.0K———
Prepared Retirement Institute LLC
N/A—6,254-6,254-100%$368.9K———
FSA Advisors, Inc.
N/A—6,168-6,168-100%$363.3K———
Stonebridge Financial Planning Group, LLC
N/A—5,975-5,975-100%$352.4K———
Westfuller Advisors, LLC
N/A—5,963-5,963-100%$351.7K———
NerdWallet Wealth Partners, LLC
N/A—5,715-5,715-100%$337.1K———
LWM Advisory Services, LLC
N/A—5,680-5,680-100%$335.0K———
Rockbridge Investment Management, LCC
N/A—5,499-5,499-100%$324.3K———
WFA of San Diego, LLC
N/A—5,429-5,429-100%$317.8K———
FLP Wealth Management, LLC
N/A—5,425-5,425-100%$320.0K———
Sovereign Financial Group, Inc.
N/A—5,245-5,245-100%$309.4K———
Fiduciary Financial Advisors
N/A—5,229-5,229-100%$308.2K———
Keewaydin Investments LLC
N/A—4,983-4,983-100%$293.9K———
Savvy Advisors, Inc.
N/A—4,912-4,912-100%$289.7K———
Ballentine Partners, LLC
N/A—4,884-4,884-100%$288.1K———
Slagle Financial, LLC
N/A—4,785-4,785-100%$282.2K———
Evolution Advisers, Inc.
N/A—4,761-4,761-100%$280.0K———
Regal Investment Advisors LLC
N/A—4,724-4,724-100%$278.6K———
C M Bidwell & Associates LTD
N/A—4,700-4,700-100%$277.2K———
Brasada Capital Management, LP
N/A—4,680-4,680-100%$276.0K———
Mosaic Family Wealth Partners, LLC
N/A—4,582-4,582-100%$270.2K———
National Bank of Canada
N/A—4,580-4,580-100%$270.0K———
Traub Capital Management LLC
N/A—4,485-4,485-100%$264.5K———
Birchcreek Wealth Management, LLC
N/A—4,475-4,475-100%$263.9K———
Thoroughbred Financial Services, LLC
N/A—4,470-4,470-100%$263.0K———
Jacobs Equity LLC
N/A—4,272-4,272-100%$252.0K———
Prairieview Wealth Partners, LLC
N/A—4,251-4,251-100%$250.7K———
National Philanthropic Trust
N/A—4,246-4,246-100%$250.4K———
Ketron Financial
N/A—4,232-4,232-100%$249.6K———
Baker Avenue Asset Management, LP
N/A—4,221-4,221-100%$249.0K———
Sunflower Bank, N.A.
N/A—4,169-4,169-100%$245.9K———
North Dallas Bank & Trust Co
N/A—4,149-4,149-100%$244.7K———
Legacy PCG, LLC
N/A—4,092-4,092-100%$238.4K———
Schiavi & Co LLC
N/A—4,049-4,049-100%$238.8K———
Crews Bank & Trust
N/A—4,021-4,021-100%$237.2K———
CIBC Bancorp USA Inc.
N/A—3,917-3,917-100%$231.0K———
Greenline Wealth Management LLC
N/A—3,911-3,911-100%$230.7K———
Silver OAK Wealth Advisors Services, LLC
N/A—3,806-3,806-100%$224.5K———
Members Trust Co
N/A—3,759-3,759-100%$221.7K———
Carl P. Sherr & Co., LLC
N/A—3,759-3,759-100%$221.7K———
Severin Investments, LLC
N/A—3,713-3,713-100%$219.0K———
GeoWealth Management, LLC
N/A—3,656-3,656-100%$215.6K———
Composition Wealth, LLC
N/A—3,596-3,596-100%$212.1K———
Atlas Capital Advisors Inc.
N/A—3,495-3,495-100%$206.1K———
Simmons Bank
N/A—3,467-3,467-100%$204.5K———
Ascent Advisors, LLC
N/A—3,455-3,455-100%$202.8K———
Berger Financial Group, Inc
N/A—3,445-3,445-100%$203.2K———
Atomic Invest LLC
N/A—3,294-3,294-100%$194.9K———
Coston, McIsaac & Partners
N/A—3,102-3,102-100%$182.0K———
Geneos Wealth Management Inc.
N/A—3,059-3,059-100%$180.4K———
Whittier Trust Co of Nevada Inc
N/A—2,583-2,583-100%$151.4K———
Ancora Advisors LLCA
N/A—2,492-2,492-100%$147.0K———
Webster Bank, N. A.
N/A—2,433-2,433-100%$143.5K———
Bogart Wealth, LLC
N/A—2,362-2,362-100%$139.3K———
Oxford Financial Group, Ltd. LLC
N/A—1,985-1,985-100%$117.1K———
Raelipskie Partnership
N/A—1,850-1,850-100%$109.1K———
Cary Street Partners Financial LLC
N/A—1,837-1,837-100%$108.3K———
Synergy Investment Management, LLC
N/A—1,795-1,795-100%$105.9K———
Capital Analysts, LLC
N/A—1,789-1,789-100%$105.0K———
Lavaca Capital LLC
N/A—1,758-1,758-100%$103.7K———
Continuum Advisory, LLC
N/A—1,732-1,732-100%$102.1K———
HM Payson & Co
N/A—1,649-1,649-100%$97.3K———
Federation des caisses Desjardins du Quebec
N/A—1,632-1,632-100%$96.3K———
UMB Bank, n.a.
N/A—1,559-1,559-100%$92.0K———
Vanguard National Trust Co
N/A—1,441-1,441-100%$85.0K———
Glen Eagle Advisors, LLC
N/A—1,406-1,406-100%$82.9K———
Institute for Wealth Management, Llc.
N/A—1,400-1,400-100%$82.6K———
Kilter Group LLC
N/A—1,252-1,252-100%$73.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,000-1,000-100%$59.0K———
Private Wealth Asset Management, LLC
N/A—881-881-100%$52.0K———
Godfrey Financial Associates, Inc.
N/A—872-872-100%$51.4K———
Strive Financial Group,LLC
N/A—843-843-100%$49.7K———
Colonial Trust Co / SC
N/A—806-806-100%$47.5K———
CVA Family Office, LLC
N/A—804-804-100%$47.4K———
Wellington-Altus USA Inc.
N/A—727-727-100%$43.3K———
Ameritas Investment Partners, Inc.
N/A—575-575-100%$33.9K———
Crewe Advisors LLC
N/A—529-529-100%$31.2K———
O'shaughnessy Asset Management, LLC
N/A—527-527-100%$31.1K———
Founders Financial Alliance, LLC
N/A—394-394-100%$23.2K———
Anchor Investment Management, LLC
N/A—345-345-100%$20.3K———
SHP Wealth Management
N/A—313-313-100%$18.5K———
MRP Capital Investments, LLC
N/A—311-311-100%$18.3K———
Sittner & Nelson, LLC
N/A—276-276-100%$16.3K———
Beaird Harris Wealth Management, LLC
N/A—234-234-100%$13.8K———
Dunhill Financial, LLC
N/A—199-199-100%$11.7K———
FAS Wealth Partners, Inc.
N/A—194-194-100%$11.4K———
BankPlus Trust Department
N/A—180-180-100%$10.6K———
IMA Advisory Services, Inc.
N/A—157-157-100%$9.3K———
Sachetta, LLC
N/A—144-144-100%$8.5K———
GW&K Investment Management, LLC
N/A—132-132-100%$8———
Kerr Financial Planning Corp
N/A—122-122-100%$7.2K———
Morris Financial Concepts, Inc.
N/A—111-111-100%$6.5K———
Delos Wealth Advisors, LLC
N/A—109-109-100%$6.4K———
WealthShield Partners, LLC
N/A—107-107-100%$6.3K———
HHM Wealth Advisors, LLC
N/A—107-107-100%$6.3K———
Hantz Financial Services, Inc.
N/A—105-105-100%$6———
Copia Wealth Management
N/A—82-82-100%$4.8K———
Tidemark, LLC
N/A—80-80-100%$4.7K———
1 North Wealth Services LLC
N/A—72-72-100%$4.2K———
Westend Capital Management, LLC
N/A—65-65-100%$3.8K———
Timbuktu Capital Management, LLC
N/A—58-58-100%$3.4K———
Caldwell Sutter Capital, Inc.
N/A—44-44-100%$2.6K———
Medallion Wealth Advisors, LLC
N/A—34-34-100%$2.0K———
Topsail Wealth Management, LLC
N/A—33-33-100%$2.0K———
Transamerica Financial Advisors, LLC
N/A—22-22-100%$1.3K———
Prosperity Bancshares Inc
N/A—18-18-100%$1.1K———
Logan Capital Management Inc
N/A—18-18-100%$1.1K———
Nova Wealth Management, Inc.
N/A—14-14-100%$826———
Darwin Wealth Management, LLC
N/A—5-5-100%$339———
Virtus Fixed Income Advisers, LLC
N/A—4-4-100%$236———
Cheviot Value Management, LLC
N/A—2-2-100%$118———
Showing 1073 of 1073 institutions