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Vanguard Int-Term Corporate (VCIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares99,629,860 from 95,703,099
Change+3,926,761 (+4%)
Value$7.8B (-$107.8M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares28,916,190 from 27,848,061
Change+1,068,129 (+4%)
Value$2.3B (-$37.2M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares12,069,674 from 11,734,683
Change+334,991 (+3%)
Value$945.2M (-$24.7M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares4,676,528 from 4,629,469
Change+47,059 (+1%)
Value$366.2M (-$16.4M)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares2,881,266 from 2,299,189
Change+582,077 (+25%)
Value$225.6M (+$35.6M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares2,569,648 from 2,552,753
Change+16,895 (+1%)
Value$201.2M (-$9.8M)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares2,349,677 from 2,202,952
Change+146,725 (+7%)
Value$184.0M (+$1.9M)
Filed 2026-11-05
First Interstate Bank
INCREASED
Shares2,155,101 from 2,148,198
Change+6,903 (+0%)
Value$168.8M (-$8.8M)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,968,239 from 2,681,213
Change-712,974 (-27%)
Value$154.1M (-$67.5M)
Filed 2026-11-04
Bernicke Wealth Management, Ltd.
INCREASED
Shares1,889,204 from 1,808,658
Change+80,546 (+4%)
Value$147.9M (-$1.5M)
Filed 2026-11-06
Strategic Investment Management, LLC
NEW
Shares1,734,960
Change+1,734,960
Value$135.9M
Filed 2026-10-20
Legacy Edge Advisors, LLC
INCREASED
Shares1,528,583 from 1,372,355
Change+156,228 (+11%)
Value$119.7M (+$6.3M)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,517,123 from 1,424,549
Change+92,574 (+7%)
Value$118.8M (+$1.1M)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,494,823 from 1,454,830
Change+39,993 (+3%)
Value$117.1M (-$3.2M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,412,176 from 1,317,245
Change+94,931 (+7%)
Value$110.6M (+$1.7M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares1,396,298 from 224,833
Change+1,171,465 (+521%)
Value$109.3K (-$18.5M)
Filed 2026-11-05
Davidson Capital Management Inc.
INCREASED
Shares1,326,447 from 1,313,317
Change+13,130 (+1%)
Value$103.9M (-$4.7M)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,238,809 from 1,197,667
Change+41,142 (+3%)
Value$97.0M (-$2.0M)
Filed 2026-10-16
Rebalance, LLC
INCREASED
Shares1,233,384 from 1,193,980
Change+39,404 (+3%)
Value$96.6M (-$2.1M)
Filed 2026-10-22
Constellation Investments, Inc.
DECREASED
Shares1,107,763 from 1,275,335
Change-167,572 (-13%)
Value$86.7M (-$18.7M)
Filed 2026-10-28
One Way Holdings LLC
INCREASED
Shares1,007,514 from 900,339
Change+107,175 (+12%)
Value$78.9M (+$4.5M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,005,583 from 1,010,021
Change-4,438 (0%)
Value$69.9M (-$3.3M)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares1,000,805 from 997,362
Change+3,443 (+0%)
Value$78.4M (-$4.1M)
Filed 2026-10-14
Busey Bank
INCREASED
Shares933,225 from 918,403
Change+14,822 (+2%)
Value$73.1M (-$2.8M)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares870,255 from 877,347
Change-7,092 (-1%)
Value$68.1M (-$4.4M)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
INCREASED
Shares869,821 from 852,735
Change+17,086 (+2%)
Value$68.1M (-$2.4M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares832,964 from 719,637
Change+113,327 (+16%)
Value$65.2M (+$5.8M)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares822,630 from 735,069
Change+87,561 (+12%)
Value$64.4M (+$3.7M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares822,393 from 804,327
Change+18,066 (+2%)
Value$64.4M (-$2.1M)
Filed 2026-10-19
Steele Capital Management, Inc.
INCREASED
Shares775,664 from 762,109
Change+13,555 (+2%)
Value$60.7M (-$2.2M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares743,052 from 764,743
Change-21,691 (-3%)
Value$58.2M (-$5.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares722,499 from 730,920
Change-8,421 (-1%)
Value$56.6K (-$60.4M)
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares708,824 from 649,173
Change+59,651 (+9%)
Value$55.5M (+$1.9M)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares702,232 from 748,988
Change-46,756 (-6%)
Value$55.0M (-$6.7M)
Filed 2026-11-06
Dodds Wealth, LLC
DECREASED
Shares694,315 from 712,028
Change-17,713 (-2%)
Value$54.4M (-$4.5M)
Filed 2026-11-02
Hanson & Doremus Investment Management
INCREASED
Shares692,004 from 661,001
Change+31,003 (+5%)
Value$54.2K (-$54.6M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares662,445 from 795,228
Change-132,783 (-17%)
Value$51.9M (-$13.8M)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares656,277 from 601,336
Change+54,941 (+9%)
Value$51.3M (+$1.9M)
Filed 2026-10-27
Evergreen Advisors, LLC
INCREASED
Shares641,417 from 637,756
Change+3,661 (+1%)
Value$50.2M (-$2.5M)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares639,702 from 240,250
Change+399,452 (+166%)
Value$50.1M (+$30.2M)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares632,752 from 613,150
Change+19,602 (+3%)
Value$49.6M (-$1.1M)
Filed 2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED
Shares627,698 from 631,125
Change-3,427 (-1%)
Value$49.2M (-$3.0M)
Filed 2026-10-29
Financial Advisory Partners, LLC
DECREASED
Shares627,292 from 686,270
Change-58,978 (-9%)
Value$49.1M (-$7.6M)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares553,331 from 522,764
Change+30,567 (+6%)
Value$43.3M (+$125.0K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
INCREASED
Shares537,523 from 523,636
Change+13,887 (+3%)
Value$42.1M (-$1.2M)
Filed 2026-10-05
MilWealth Group LLC
INCREASED
Shares529,036 from 516,400
Change+12,636 (+2%)
Value$41.4M (-$1.3M)
Filed 2026-11-02
Bishop & Co Investment Management, LLC
DECREASED
Shares524,720 from 533,408
Change-8,688 (-2%)
Value$41.1M (-$3.0M)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares516,265 from 323,739
Change+192,526 (+59%)
Value$40.4M (+$13.9M)
Filed 2026-10-08
Scott Capital Advisors, LLC
INCREASED
Shares506,821 from 356,028
Change+150,793 (+42%)
Value$39.7M (+$10.2M)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares485,758 from 468,863
Change+16,895 (+4%)
Value$38.0M (-$711.8K)
Filed 2026-10-22
Southern Farm Bureau Life Insurance
UNCHANGED
Shares480,641 from 480,641
Change0 (0%)
Value$37.7K (-$39.7M)
Filed 2026-10-15
Newton One Investments LLC
INCREASED
Shares462,114 from 447,083
Change+15,031 (+3%)
Value$36.2M (-$763.3K)
Filed 2026-10-14
Ironwood Wealth Management, Llc.
INCREASED
Shares451,547 from 329,314
Change+122,233 (+37%)
Value$35.4M (+$8.1M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares433,176 from 392,533
Change+40,643 (+10%)
Value$33.9M (+$1.5M)
Filed 2026-11-04
25 LLC
INCREASED
Shares429,337 from 397,366
Change+31,971 (+8%)
Value$33.6M (+$779.1K)
Filed 2026-10-13
Summit Asset Management, LLC
INCREASED
Shares429,173 from 416,901
Change+12,272 (+3%)
Value$33.6M (-$848.4K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares427,313 from 406,927
Change+20,386 (+5%)
Value$33.5M (-$169.6K)
Filed 2026-10-29
Great Lakes Retirement, Inc.
INCREASED
Shares424,478 from 412,499
Change+11,979 (+3%)
Value$33.2M (-$852.2K)
Filed 2026-10-26
Meridian Management Co
DECREASED
Shares422,596 from 428,030
Change-5,434 (-1%)
Value$33.1M (-$2.3M)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares412,952 from 400,976
Change+11,976 (+3%)
Value$32.3M (-$802.4K)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares412,140 from 496,838
Change-84,698 (-17%)
Value$32.3M (-$8.8M)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
INCREASED
Shares408,161 from 377,159
Change+31,002 (+8%)
Value$32.0M (+$790.9K)
Filed 2026-10-14
Pioneer Wealth Management Group
INCREASED
Shares404,127 from 391,356
Change+12,771 (+3%)
Value$31.6M (-$698.4K)
Filed 2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares397,153 from 346,715
Change+50,438 (+15%)
Value$31.1M (+$2.4M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares375,349 from 352,980
Change+22,369 (+6%)
Value$29.4K (-$29.1M)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
NEW
Shares370,116
Change+370,116
Value$29.0M
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares357,919 from 330,099
Change+27,820 (+8%)
Value$28.0M (+$746.0K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares342,870 from 379,883
Change-37,013 (-10%)
Value$26.9M (-$4.5M)
Filed 2026-10-20
Winch Advisory Services, LLC
INCREASED
Shares330,830 from 326,324
Change+4,506 (+1%)
Value$25.9M (-$1.1M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares329,757 from 522,804
Change-193,047 (-37%)
Value$25.8M (-$17.4M)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares325,575 from 326,164
Change-589 (0%)
Value$25.5M (-$1.5M)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares323,460 from 304,388
Change+19,072 (+6%)
Value$25.3M (+$172.5K)
Filed 2026-11-04
Essex LLC
DECREASED
Shares321,953 from 353,279
Change-31,326 (-9%)
Value$25.2M (-$4.0M)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares318,057 from 71,749
Change+246,308 (+343%)
Value$25.0M (+$19.1M)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares302,745 from 415,986
Change-113,241 (-27%)
Value$23.7M (-$10.7M)
Filed 2026-11-05
Allen Investment Management, LLC
DECREASED
Shares292,333 from 301,467
Change-9,134 (-3%)
Value$22.9M (-$2.0M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares289,383 from 261,504
Change+27,879 (+11%)
Value$22.7M (+$1.0M)
Filed 2026-11-02
Rational Advisors, Inc.
DECREASED
Shares289,241 from 291,785
Change-2,544 (-1%)
Value$22.7M (-$1.5M)
Filed 2026-11-02
Net Worth Advisory Group
INCREASED
Shares284,335 from 271,123
Change+13,212 (+5%)
Value$22.2M (-$193.2K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares280,208 from 269,493
Change+10,715 (+4%)
Value$21.9M (-$330.5K)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares278,534 from 87,804
Change+190,730 (+217%)
Value$21.8M (+$14.6M)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares272,122 from 304,808
Change-32,686 (-11%)
Value$21.3M (-$3.9M)
Filed 2026-10-16
McLean Asset Management Corp
INCREASED
Shares269,002 from 236,905
Change+32,097 (+14%)
Value$21.5M (+$2.2M)
Filed 2026-11-06
RKL Wealth Management LLC
INCREASED
Shares260,837 from 258,946
Change+1,891 (+1%)
Value$20.4M (-$975.7K)
Filed 2026-10-16
Insight Wealth Partners, LLC
DECREASED
Shares258,777 from 277,432
Change-18,655 (-7%)
Value$20.3M (-$2.7M)
Filed 2026-10-26
Hassell Wealth Management, LLC
DECREASED
Shares257,878 from 272,231
Change-14,353 (-5%)
Value$20.2M (-$2.1M)
Filed 2026-10-19
GoalFusion Wealth Management, LLC
DECREASED
Shares255,217 from 262,321
Change-7,104 (-3%)
Value$20.0M (-$1.7M)
Filed 2026-10-06
Equita Financial Network, Inc.
INCREASED
Shares253,271 from 228,767
Change+24,504 (+11%)
Value$19.8M (+$926.0K)
Filed 2026-10-19
Arbor Wealth Management Llc\az
INCREASED
Shares251,225 from 241,437
Change+9,788 (+4%)
Value$19.7M (-$281.3K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares249,387 from 271,831
Change-22,444 (-8%)
Value$19.5M (-$3.0M)
Filed 2026-11-04
Twin Cities Retirement Group LLC
INCREASED
Shares247,354 from 237,048
Change+10,306 (+4%)
Value$19.4M (-$221.7K)
Filed 2026-10-16
BlueSky Wealth Advisors, LLC
DECREASED
Shares243,515 from 255,153
Change-11,638 (-5%)
Value$19.1M (-$2.0M)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares241,575 from 220,232
Change+21,343 (+10%)
Value$18.9M (+$715.5K)
Filed 2026-10-14
Financial Management Network Inc
INCREASED
Shares239,880 from 231,805
Change+8,075 (+3%)
Value$18.7M (-$288.2K)
Filed 2026-10-09
SpringVest Wealth Management LLC
DECREASED
Shares231,732 from 251,390
Change-19,658 (-8%)
Value$18.1M (-$2.6M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares226,830 from 327,930
Change-101,100 (-31%)
Value$17.7M (-$9.2M)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
INCREASED
Shares226,624 from 222,143
Change+4,481 (+2%)
Value$17.7M (-$613.2K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares222,936 from 192,749
Change+30,187 (+16%)
Value$17.5M (+$1.5M)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares218,829 from 209,423
Change+9,406 (+4%)
Value$17.1M (-$172.3K)
Filed 2026-11-05
RFG Holdings, Inc.
INCREASED
Shares218,225 from 183,633
Change+34,592 (+19%)
Value$15.2M (+$57.0K)
Filed 2026-10-30
Coyle Financial Counsel LLC
INCREASED
Shares211,897 from 189,477
Change+22,420 (+12%)
Value$16.6M (+$933.3K)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares209,753 from 217,375
Change-7,622 (-4%)
Value$16.4M (-$1.5M)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
INCREASED
Shares207,314 from 183,469
Change+23,845 (+13%)
Value$16.2M (+$1.1M)
Filed 2026-10-28
Cypress Financial Planning LLC
DECREASED
Shares205,708 from 484,328
Change-278,620 (-58%)
Value$16.1M (-$23.9M)
Filed 2026-10-09
Evergreen Capital Management LLC
INCREASED
Shares204,718 from 201,144
Change+3,574 (+2%)
Value$16.0M (-$593.2K)
Filed 2026-10-23
Rakuten Investment Management, Inc.
DECREASED
Shares203,067 from 331,167
Change-128,100 (-39%)
Value$15.9M (-$11.6M)
Filed 2026-10-30
Powers Advisory Group, LLC
INCREASED
Shares201,327 from 195,822
Change+5,505 (+3%)
Value$15.8M (-$418.8K)
Filed 2026-10-14
Towerpoint Wealth, LLC
INCREASED
Shares199,974 from 189,622
Change+10,352 (+5%)
Value$15.7M (-$12.3K)
Filed 2026-10-13
Fortune 45 LLC
INCREASED
Shares196,617 from 188,877
Change+7,740 (+4%)
Value$15.4M (-$213.9K)
Filed 2026-10-14
Benchmark Financial, LLC
INCREASED
Shares196,064 from 179,426
Change+16,638 (+9%)
Value$15.4M (+$524.2K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
INCREASED
Shares194,976 from 180,706
Change+14,270 (+8%)
Value$15.3M (+$333.2K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
DECREASED
Shares194,760 from 438,817
Change-244,057 (-56%)
Value$15.3M (-$21.0M)
Filed 2026-10-09
Modera Wealth Management, LLC
DECREASED
Shares191,056 from 203,084
Change-12,028 (-6%)
Value$15.0M (-$1.8M)
Filed 2026-10-28
Luminvest Wealth Management LLC
DECREASED
Shares190,610 from 255,861
Change-65,251 (-25%)
Value$14.9M (-$6.2M)
Filed 2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares188,442 from 178,813
Change+9,629 (+5%)
Value$14.8M (-$22.0K)
Filed 2026-10-13
Country Trust Bank
NEW
Shares187,664
Change+187,664
Value$14.7M
Filed 2026-10-30
Procyon Advisors, LLC
INCREASED
Shares183,151 from 176,606
Change+6,545 (+4%)
Value$14.3M (-$254.0K)
Filed 2026-10-21
Financial Freedom, LLC
DECREASED
Shares182,381 from 187,578
Change-5,197 (-3%)
Value$14.3M (-$1.2M)
Filed 2026-11-06
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares181,869 from 360,601
Change-178,732 (-50%)
Value$14.2M (-$15.6M)
Filed 2026-10-22
Shotwell Rutter Baer Inc
INCREASED
Shares178,159 from 170,966
Change+7,193 (+4%)
Value$14.0M (-$178.7K)
Filed 2026-10-14
Sage Rhino Capital LLC
INCREASED
Shares176,719 from 169,895
Change+6,824 (+4%)
Value$13.8M (-$203.0K)
Filed 2026-10-28
Matrix Trust Co
INCREASED
Shares174,978 from 173,344
Change+1,634 (+1%)
Value$13.7K (-$624)
Filed 2026-10-07
Peak Financial Management, Inc.
INCREASED
Shares173,415 from 170,334
Change+3,081 (+2%)
Value$13.6M (-$498.0K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares160,687 from 168,428
Change-7,741 (-5%)
Value$12.6M (-$1.3M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares159,472 from 127,475
Change+31,997 (+25%)
Value$12.5M (+$2.0M)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares156,313 from 705,578
Change-549,265 (-78%)
Value$12.2M (-$46.1M)
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares156,090 from 140,081
Change+16,009 (+11%)
Value$12.2M (+$645.7K)
Filed 2026-10-22
Erickson Financial Group, LLC
INCREASED
Shares156,082 from 150,752
Change+5,330 (+4%)
Value$12.2M (-$236.9K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares153,789 from 154,193
Change-404 (0%)
Value$12.0M (-$700.9K)
Filed 2026-10-28
Stolz & Associates, PS
INCREASED
Shares151,763 from 140,188
Change+11,575 (+8%)
Value$11.9M (+$298.0K)
Filed 2026-11-05
iA Global Asset Management Inc.
INCREASED
Shares151,741 from 146,321
Change+5,420 (+4%)
Value$11.9K (-$12.1M)
Filed 2026-10-29
Cambridge Advisors Inc.
INCREASED
Shares147,266 from 145,292
Change+1,974 (+1%)
Value$11.5M (-$476.0K)
Filed 2026-10-19
BluePrint Investing LLC
INCREASED
Shares147,102 from 138,532
Change+8,570 (+6%)
Value$11.5M (+$69.9K)
Filed 2026-10-14
Revisor Wealth Management LLC
INCREASED
Shares146,914 from 138,506
Change+8,408 (+6%)
Value$11.6M (+$148.7K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares146,254
Change+146,254
Value$12.1M
Filed 2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED
Shares144,403 from 130,290
Change+14,113 (+11%)
Value$11.3M (+$539.7K)
Filed 2026-10-29
Wealth Management Nebraska
INCREASED
Shares144,163 from 129,276
Change+14,887 (+12%)
Value$11.3M (+$604.7K)
Filed 2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED
Shares142,227 from 92,516
Change+49,711 (+54%)
Value$11.1M (+$3.5M)
Filed 2026-11-02
Acropolis Investment Management, LLC
INCREASED
Shares139,395 from 78,750
Change+60,645 (+77%)
Value$10.9M (+$4.4M)
Filed 2026-10-08
Power Wealth Management LLC
DECREASED
Shares138,391 from 277,171
Change-138,780 (-50%)
Value$10.8M (-$12.1M)
Filed 2026-10-27
Davenport & Co LLC
INCREASED
Shares137,633 from 126,106
Change+11,527 (+9%)
Value$10.8M (+$355.4K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares136,800 from 132,460
Change+4,340 (+3%)
Value$10.7M (-$235.0K)
Filed 2026-10-16
Family CFO Inc
INCREASED
Shares134,404 from 119,883
Change+14,521 (+12%)
Value$10.5M (+$616.9K)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares134,040 from 137,546
Change-3,506 (-3%)
Value$10.5M (-$871.5K)
Filed 2026-10-05
Curbstone Financial Management Corp
DECREASED
Shares132,648 from 138,508
Change-5,860 (-4%)
Value$10.4M (-$1.1M)
Filed 2026-10-21
Envision Financial LLC
INCREASED
Shares131,227 from 124,185
Change+7,042 (+6%)
Value$10.3M (+$12.5K)
Filed 2026-10-15
Westover Capital Advisors, LLC
NEW
Shares129,603
Change+129,603
Value$10.1M
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares127,660 from 132,193
Change-4,533 (-3%)
Value$10.1M (-$664.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares127,660 from 132,193
Change-4,533 (-3%)
Value$10.1M (-$664.8K)
Filed 2026-10-20
Frisco Financial Planning LLC
INCREASED
Shares127,328 from 124,918
Change+2,410 (+2%)
Value$10.0M (-$353.4K)
Filed 2026-10-05
MFA Wealth Advisors, LLC
INCREASED
Shares127,319 from 122,932
Change+4,387 (+4%)
Value$10.0M (-$190.0K)
Filed 2026-10-07
Sagace Wealth Management LLC
INCREASED
Shares123,393 from 116,544
Change+6,849 (+6%)
Value$9.7M (+$30.5K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares123,154 from 107,008
Change+16,146 (+15%)
Value$9.6M (+$800.0K)
Filed 2026-10-19
Warwick Investment Management, Inc.
INCREASED
Shares123,013 from 102,993
Change+20,020 (+19%)
Value$9.6M (+$1.1M)
Filed 2026-10-19
Stone Loft Wealth Management LLC
INCREASED
Shares122,906 from 56,394
Change+66,512 (+118%)
Value$9.6M (+$5.0M)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares122,314 from 88,816
Change+33,498 (+38%)
Value$9.6M (+$2.2M)
Filed 2026-10-28
NYL Investors LLC
DECREASED
Shares120,562 from 122,372
Change-1,810 (-1%)
Value$9.4M (-$672.8K)
Filed 2026-11-03
Farrell Financial LLC
INCREASED
Shares120,500 from 109,291
Change+11,209 (+10%)
Value$9.4M (+$403.5K)
Filed 2026-10-16
Winthrop Capital Management, LLC
INCREASED
Shares119,223 from 116,385
Change+2,838 (+2%)
Value$9.3M (-$282.6K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares117,865 from 114,810
Change+3,055 (+3%)
Value$9.2M (-$266.3K)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
INCREASED
Shares117,383 from 108,280
Change+9,103 (+8%)
Value$9.2M (+$242.9K)
Filed 2026-10-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares117,212
Change+117,212
Value$9.2M
Filed 2026-10-15
McMill Wealth Management
INCREASED
Shares117,038 from 5,094
Change+111,944 (+2198%)
Value$9.2M (+$8.9M)
Filed 2026-11-05
Oakwell Private Wealth Management, LLC
INCREASED
Shares116,781 from 104,608
Change+12,173 (+12%)
Value$9.1M (+$499.3K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED
Shares115,190 from 115,391
Change-201 (0%)
Value$9.0M (-$412.7K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares114,720 from 108,804
Change+5,916 (+5%)
Value$9.0M (-$8.9K)
Filed 2026-11-05
Stone Summit Wealth LLC
INCREASED
Shares114,312 from 100,089
Change+14,223 (+14%)
Value$9.0M (+$679.4K)
Filed 2026-10-14
Fagan Associates, Inc.
INCREASED
Shares114,124 from 113,075
Change+1,049 (+1%)
Value$8.9M (-$408.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares113,025 from 110,024
Change+3,001 (+3%)
Value$8.9M (-$242.5K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
INCREASED
Shares111,982 from 111,112
Change+870 (+1%)
Value$8.8M (-$414.0K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares110,949 from 108,734
Change+2,215 (+2%)
Value$8.7M (-$298.5K)
Filed 2026-10-20
Fortress Financial Solutions, LLC
NEW
Shares109,871
Change+109,871
Value$8.6M
Filed 2026-10-14
Retirement Systems of Alabama
INCREASED
Shares109,595 from 29,820
Change+79,775 (+268%)
Value$8.6M (+$6.1M)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares109,268 from 104,323
Change+4,945 (+5%)
Value$8.6K (-$8.6M)
Filed 2026-10-14
Pacific Wealth Management
INCREASED
Shares108,638 from 98,270
Change+10,368 (+11%)
Value$8.5M (+$385.5K)
Filed 2026-10-05
Partners in Financial Planning
INCREASED
Shares106,505 from 100,930
Change+5,575 (+6%)
Value$8.3M (-$1.5K)
Filed 2026-11-06
Verus Wealth Management, LLC
DECREASED
Shares106,396 from 108,331
Change-1,935 (-2%)
Value$8.3M (-$621.7K)
Filed 2026-10-13
CMH Wealth Management LLC
DECREASED
Shares106,081 from 111,825
Change-5,744 (-5%)
Value$8.3M (-$935.1K)
Filed 2026-10-22
Mechanics Bank Trust Department
INCREASED
Shares105,634 from 99,281
Change+6,353 (+6%)
Value$8.3M (+$66.6K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares105,141 from 56,233
Change+48,908 (+87%)
Value$8.2M (+$3.6M)
Filed 2026-10-28
Prospera Capital Management, LLC
INCREASED
Shares104,298 from 25,787
Change+78,511 (+304%)
Value$8.2M (+$6.0M)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares104,021 from 96,225
Change+7,796 (+8%)
Value$8.1M (+$193.0K)
Filed 2026-11-05
Sigma Investment Counselors Inc
INCREASED
Shares102,112 from 93,077
Change+9,035 (+10%)
Value$8.0M (+$303.5K)
Filed 2026-10-27
Lauer Wealth, LLC
INCREASED
Shares101,389 from 82,705
Change+18,684 (+23%)
Value$8.0M (+$1.2M)
Filed 2026-10-13
Integrity Investment Advisors, LLC
INCREASED
Shares99,343 from 94,265
Change+5,078 (+5%)
Value$7.8M (-$11.5K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares98,272 from 97,300
Change+972 (+1%)
Value$7.7M (-$346.1K)
Filed 2026-10-26
Principal Financial Group Inc
DECREASED
Shares97,947 from 195,676
Change-97,729 (-50%)
Value$7.7M (-$8.5M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares97,434 from 98,214
Change-780 (-1%)
Value$7.6M (-$487.3K)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares96,350 from 102,191
Change-5,841 (-6%)
Value$7.5M (-$900.9K)
Filed 2026-10-21
Telos Capital Management, Inc.
INCREASED
Shares95,330 from 87,276
Change+8,054 (+9%)
Value$7.5M (+$251.9K)
Filed 2026-11-02
Clarity Wealth Development LLC
INCREASED
Shares94,640 from 75,720
Change+18,920 (+25%)
Value$7.4M (+$1.2M)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares92,946 from 85,704
Change+7,242 (+8%)
Value$7.3M (+$195.2K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares91,974 from 92,688
Change-714 (-1%)
Value$7.2M (-$458.2K)
Filed 2026-10-23
Systelligence, LLC
INCREASED
Shares91,484 from 70,133
Change+21,351 (+30%)
Value$18.1M (+$12.3M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares91,170 from 85,431
Change+5,739 (+7%)
Value$7.3M (+$204.4K)
Filed 2026-11-04
Cordoba Advisory Partners LLC
INCREASED
Shares89,213 from 3,163
Change+86,050 (+2721%)
Value$7.0M (+$6.7M)
Filed 2026-10-19
CGN Advisors LLC
INCREASED
Shares89,126 from 75,521
Change+13,605 (+18%)
Value$7.0M (+$737.6K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
DECREASED
Shares87,754 from 95,867
Change-8,113 (-8%)
Value$6.9M (-$1.1M)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares87,242 from 86,263
Change+979 (+1%)
Value$6.8M (-$297.8K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares86,749
Change+86,749
Value$6.8M
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares86,665 from 27,878
Change+58,787 (+211%)
Value$6.8M (+$4.5M)
Filed 2026-11-04
Brucke Financial, Inc.
INCREASED
Shares86,176 from 80,961
Change+5,215 (+6%)
Value$6.7M (+$57.0K)
Filed 2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED
Shares86,129 from 105,938
Change-19,809 (-19%)
Value$6.7M (-$2.0M)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares85,838 from 87,797
Change-1,959 (-2%)
Value$6.7M (-$534.5K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares84,724 from 88,076
Change-3,352 (-4%)
Value$6.6M (-$644.9K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares83,557 from 73,787
Change+9,770 (+13%)
Value$6.5M (+$444.9K)
Filed 2026-10-15
Altus Wealth Group LLC
INCREASED
Shares82,426 from 73,364
Change+9,062 (+12%)
Value$6.5M (+$391.2K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares81,474 from 75,777
Change+5,697 (+8%)
Value$6.4M (+$117.2K)
Filed 2026-10-23
Little House Capital LLC
DECREASED
Shares80,895 from 85,540
Change-4,645 (-5%)
Value$6.3M (-$735.0K)
Filed 2026-11-06
Graetz Wealth LLC
DECREASED
Shares80,075 from 85,765
Change-5,690 (-7%)
Value$6.3M (-$817.8K)
Filed 2026-10-27
Merit Financial Group, LLC
DECREASED
Shares79,767 from 83,458
Change-3,691 (-4%)
Value$6.2M (-$651.2K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares78,151 from 91,449
Change-13,298 (-15%)
Value$6.1M (-$1.4M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares77,869 from 75,644
Change+2,225 (+3%)
Value$6.1M (-$154.1K)
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares75,578 from 71,292
Change+4,286 (+6%)
Value$5.9K (-$5.9M)
Filed 2026-11-05
HBK Sorce Advisory LLC
DECREASED
Shares73,859 from 75,811
Change-1,952 (-3%)
Value$5.9M (-$278.7K)
Filed 2026-11-06
Auour Investments LLC
INCREASED
Shares72,990 from 72,382
Change+608 (+1%)
Value$5.7M (-$266.5K)
Filed 2026-10-28
Golden Bell Financial Planning LLC
INCREASED
Shares72,749 from 70,619
Change+2,130 (+3%)
Value$5.7M (-$139.7K)
Filed 2026-11-02
Overbrook Management Corp
INCREASED
Shares72,667 from 70,381
Change+2,286 (+3%)
Value$5.7M (-$126.4K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares71,922 from 68,682
Change+3,240 (+5%)
Value$5.6M (-$44.4K)
Filed 2026-10-13
Curran Financial Partners, LLC
INCREASED
Shares71,850 from 62,476
Change+9,374 (+15%)
Value$5.6M (+$462.9K)
Filed 2026-11-04
Buska Wealth Management, LLC
DECREASED
Shares69,319 from 86,334
Change-17,015 (-20%)
Value$5.4M (-$1.7M)
Filed 2026-10-08
Fifth Third Securities, Inc.
INCREASED
Shares69,274 from 44,578
Change+24,696 (+55%)
Value$5.4M (+$1.7M)
Filed 2026-10-21
Level Four Advisory Services, LLC
DECREASED
Shares69,236 from 72,109
Change-2,873 (-4%)
Value$5.4M (-$537.9K)
Filed 2026-11-06
First Pacific Financial
DECREASED
Shares68,583 from 71,708
Change-3,125 (-4%)
Value$5.4M (-$555.9K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares67,651 from 62,875
Change+4,776 (+8%)
Value$5.4M (+$254.0K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED
Shares67,584 from 71,155
Change-3,571 (-5%)
Value$5.3M (-$588.4K)
Filed 2026-10-08
Arvest Investments, Inc.
DECREASED
Shares67,236 from 83,311
Change-16,075 (-19%)
Value$5.3M (-$1.6M)
Filed 2026-10-21
Daiwa Securities Group Inc.
INCREASED
Shares66,690 from 64,390
Change+2,300 (+4%)
Value$5.2M (-$99.3K)
Filed 2026-10-29
Yoder Wealth Management, Inc.
DECREASED
Shares66,371 from 67,871
Change-1,500 (-2%)
Value$5.2M (-$409.4K)
Filed 2026-10-13
Monument Capital Management
INCREASED
Shares65,889 from 64,161
Change+1,728 (+3%)
Value$5.2M (-$143.2K)
Filed 2026-10-09
XML Financial, LLC
DECREASED
Shares65,755 from 72,094
Change-6,339 (-9%)
Value$5.1M (-$809.3K)
Filed 2026-10-29
Guardian Wealth Management, Inc.
INCREASED
Shares65,089 from 58,682
Change+6,407 (+11%)
Value$5.1M (+$247.0K)
Filed 2026-10-30
MMA Asset Management LLC
DECREASED
Shares63,725 from 71,184
Change-7,459 (-10%)
Value$5.0M (-$893.0K)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares63,705 from 44,028
Change+19,677 (+45%)
Value$5.0M (+$1.3M)
Filed 2026-10-13
Titan Investment Management LLC
INCREASED
Shares63,559 from 53,800
Change+9,759 (+18%)
Value$5.0M (+$530.7K)
Filed 2026-10-22
BetterWealth, LLC
INCREASED
Shares63,516 from 62,187
Change+1,329 (+2%)
Value$5.0M (-$165.9K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares63,142 from 58,850
Change+4,292 (+7%)
Value$5.2M (+$354.7K)
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED
Shares62,846 from 60,316
Change+2,530 (+4%)
Value$4.9M (-$63.6K)
Filed 2026-10-05
Portside Wealth Group, LLC
INCREASED
Shares62,436 from 56,371
Change+6,065 (+11%)
Value$4.9M (+$230.4K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares62,399 from 60,311
Change+2,088 (+3%)
Value$4.9M (-$98.2K)
Filed 2026-10-29
KMG Fiduciary Partners, LLC
INCREASED
Shares62,360 from 61,327
Change+1,033 (+2%)
Value$4.9M (-$185.3K)
Filed 2026-10-14
Epiq Partners, LLC
INCREASED
Shares60,827 from 55,061
Change+5,766 (+10%)
Value$4.8M (+$212.6K)
Filed 2026-10-07
CVS Health Corp
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$4.7M (-$260.4K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares59,890 from 54,538
Change+5,352 (+10%)
Value$4.7M (+$182.4K)
Filed 2026-11-04
W.H. Cornerstone Investments Inc.
DECREASED
Shares59,863 from 65,936
Change-6,073 (-9%)
Value$4.7M (-$761.7K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares59,821 from 54,696
Change+5,125 (+9%)
Value$4.7M (+$164.0K)
Filed 2026-10-28
Finivi Inc.
DECREASED
Shares59,462 from 123,173
Change-63,711 (-52%)
Value$4.7M (-$5.5M)
Filed 2026-10-13
Avant Financial Advisors LLC
INCREASED
Shares59,460 from 56,116
Change+3,344 (+6%)
Value$4.7M (+$18.3K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares58,981 from 51,033
Change+7,948 (+16%)
Value$4.6M (+$401.0K)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares58,823 from 62,123
Change-3,300 (-5%)
Value$4.6M (-$528.0K)
Filed 2026-10-16
Marietta Wealth Management, LLC
INCREASED
Shares57,708 from 52,511
Change+5,197 (+10%)
Value$4.5M (+$191.8K)
Filed 2026-10-22
Blueline Advisors LLC
DECREASED
Shares56,763 from 57,952
Change-1,189 (-2%)
Value$4.4M (-$344.6K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares56,089 from 56,220
Change-131 (0%)
Value$4.4M (-$258.2K)
Filed 2026-10-21
Novem Group
INCREASED
Shares55,980 from 52,683
Change+3,297 (+6%)
Value$4.4M (+$29.6K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares55,484 from 44,529
Change+10,955 (+25%)
Value$4.3M (+$664.6K)
Filed 2026-10-08
Braun-Bostich & Associates Inc.
DECREASED
Shares55,177 from 57,762
Change-2,585 (-4%)
Value$4.3M (-$453.1K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares54,151 from 49,770
Change+4,381 (+9%)
Value$4.2M (+$127.1K)
Filed 2026-10-13
Aries Wealth Management
INCREASED
Shares53,979 from 53,050
Change+929 (+2%)
Value$4.2M (-$157.5K)
Filed 2026-10-23
Advisory Solutions Group, LLC
INCREASED
Shares53,390 from 51,764
Change+1,626 (+3%)
Value$4.2M (-$97.3K)
Filed 2026-10-14
Perennial Advisors, LLC
INCREASED
Shares53,260 from 51,398
Change+1,862 (+4%)
Value$4.2M (-$77.3K)
Filed 2026-10-13
Anchor Capital Advisors LLC
DECREASED
Shares52,887 from 53,048
Change-161 (0%)
Value$4.1M (-$242.8K)
Filed 2026-11-05
Cherrydale Wealth Management, LLC
INCREASED
Shares52,717 from 51,701
Change+1,016 (+2%)
Value$4.1M (-$145.2K)
Filed 2026-10-20
Stonebridge Financial Planning Group, LLC
DECREASED
Shares52,509 from 62,739
Change-10,230 (-16%)
Value$4.1M (-$1.1M)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares51,918 from 60,229
Change-8,311 (-14%)
Value$4.1M (-$912.2K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares51,838 from 16,096
Change+35,742 (+222%)
Value$4.1M (+$2.7M)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares51,372 from 88,002
Change-36,630 (-42%)
Value$4.0M (-$3.3M)
Filed 2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED
Shares50,740 from 58,965
Change-8,225 (-14%)
Value$4.0M (-$900.1K)
Filed 2026-10-09
Peterson Wealth Management
DECREASED
Shares50,586 from 227,319
Change-176,733 (-78%)
Value$4.0M (-$14.8M)
Filed 2026-11-06
Partners Wealth Management, LLC
NEW
Shares50,379
Change+50,379
Value$3.9M
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares49,966 from 46,448
Change+3,518 (+8%)
Value$3.9M (+$73.9K)
Filed 2026-10-09
Coston, McIsaac & Partners
INCREASED
Shares49,799 from 49,707
Change+92 (+0%)
Value$3.9M (-$208.2K)
Filed 2026-11-06
Inman Jager Wealth Management, LLC
INCREASED
Shares49,386 from 39,748
Change+9,638 (+24%)
Value$3.9M (+$582.3K)
Filed 2026-11-05
Williams Financial, LLC
INCREASED
Shares48,547 from 47,500
Change+1,047 (+2%)
Value$3.8M (-$124.2K)
Filed 2026-10-19
Harfst & Associates, Inc.
DECREASED
Shares48,098 from 49,286
Change-1,188 (-2%)
Value$3.8M (-$306.9K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares47,970 from 48,511
Change-541 (-1%)
Value$3.8M (-$252.9K)
Filed 2026-10-28
OxenFree Capital LLC
INCREASED
Shares47,673 from 44,096
Change+3,577 (+8%)
Value$3.7M (+$116.2K)
Filed 2026-10-07
Citizens Financial Group Inc
INCREASED
Shares46,966 from 9,326
Change+37,640 (+404%)
Value$3.7M (+$2.9M)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares46,835 from 66,668
Change-19,833 (-30%)
Value$3.7M (-$1.8M)
Filed 2026-10-19
MBE Wealth Management, LLC
DECREASED
Shares46,702 from 46,782
Change-80 (0%)
Value$3.7M (-$209.3K)
Filed 2026-10-26
Y.D. More Investments Ltd
INCREASED
Shares46,700 from 44,414
Change+2,286 (+5%)
Value$3.7M (-$13.6K)
Filed 2026-11-02
Bull Street Advisors, LLC
INCREASED
Shares45,929 from 45,701
Change+228 (+1%)
Value$3.6K (-$3.8M)
Filed 2026-10-20
Seven Mile Advisory
INCREASED
Shares44,727 from 43,523
Change+1,204 (+3%)
Value$3.5M (-$94.6K)
Filed 2026-10-22
Planning Strategies Inc.
INCREASED
Shares44,164 from 44,019
Change+145 (+0%)
Value$3.5M (-$179.7K)
Filed 2026-10-02
Rossby Financial, LCC
INCREASED
Shares43,955 from 27,867
Change+16,088 (+58%)
Value$3.4M (+$1.1M)
Filed 2026-11-05
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares43,931 from 43,096
Change+835 (+2%)
Value$3.4M (-$121.6K)
Filed 2026-10-19
Tandem Investment Partners LLC
INCREASED
Shares43,910 from 43,720
Change+190 (+0%)
Value$3.4M (-$174.9K)
Filed 2026-10-16
Meitav Investment House LTD
INCREASED
Shares43,133 from 29,427
Change+13,706 (+47%)
Value$3.4M (+$942.5K)
Filed 2026-10-28
Verde Capital Management
DECREASED
Shares43,053 from 57,887
Change-14,834 (-26%)
Value$3.4M (-$1.4M)
Filed 2026-10-28
United Community Bank
DECREASED
Shares42,399 from 46,469
Change-4,070 (-9%)
Value$3.3M (-$520.4K)
Filed 2026-10-28
Friedenthal Financial
INCREASED
Shares42,261 from 35,669
Change+6,592 (+18%)
Value$3.3M (+$361.4K)
Filed 2026-10-27
Quartz Partners, LLC
INCREASED
Shares42,059 from 38,898
Change+3,161 (+8%)
Value$3.3M (+$78.7K)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares41,942 from 47,321
Change-5,379 (-11%)
Value$3.3M (-$626.6K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares41,611 from 46,484
Change-4,873 (-10%)
Value$3.3M (-$583.4K)
Filed 2026-10-21
Mengis Capital Management, Inc.
INCREASED
Shares41,110 from 24,926
Change+16,184 (+65%)
Value$3.2M (+$1.2M)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares40,560 from 39,218
Change+1,342 (+3%)
Value$3.2M (-$65.1K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares40,539 from 36,994
Change+3,545 (+10%)
Value$3.2M (+$117.0K)
Filed 2026-10-14
4Wealth Advisors, Inc.
INCREASED
Shares40,448 from 37,408
Change+3,040 (+8%)
Value$3.2M (+$66.6K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares39,121 from 29,475
Change+9,646 (+33%)
Value$3.1M (+$627.4K)
Filed 2026-10-15
Smith Partners Wealth Management, LLC
INCREASED
Shares38,810 from 25,877
Change+12,933 (+50%)
Value$3.0M (+$900.5K)
Filed 2026-11-05
PVG Asset Management Corp
DECREASED
Shares38,752 from 38,978
Change-226 (-1%)
Value$3.0M (-$186.9K)
Filed 2026-10-19
Redw Wealth LLC
DECREASED
Shares38,266 from 38,943
Change-677 (-2%)
Value$3.0M (-$222.0K)
Filed 2026-11-02
Legacy Private Trust Co.
INCREASED
Shares38,038 from 10,283
Change+27,755 (+270%)
Value$3.0M (+$2.1M)
Filed 2026-10-06
Simon Quick Advisors, LLC
DECREASED
Shares37,947 from 40,503
Change-2,556 (-6%)
Value$3.0M (-$375.9K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares37,605 from 36,629
Change+976 (+3%)
Value$2.9M (-$82.5K)
Filed 2026-10-23
Transcendent Capital Group LLC
INCREASED
Shares37,073 from 32,758
Change+4,315 (+13%)
Value$2.9M (+$195.8K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares37,039 from 85,077
Change-48,038 (-56%)
Value$2.9M (-$4.1M)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED
Shares36,720 from 34,956
Change+1,764 (+5%)
Value$2.9M (-$13.6K)
Filed 2026-10-26
rebel Financial LLC
INCREASED
Shares36,568 from 10,350
Change+26,218 (+253%)
Value$2.9M (+$2.0M)
Filed 2026-11-04
Aberdeen Group plc
INCREASED
Shares36,505 from 8,132
Change+28,373 (+349%)
Value$1.9M (+$1.2M)
Filed 2026-11-06
Ascent Wealth Partners, LLC
INCREASED
Shares35,007 from 29,325
Change+5,682 (+19%)
Value$2.7M (+$317.7K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
INCREASED
Shares34,955 from 32,682
Change+2,273 (+7%)
Value$2.7M (+$36.2K)
Filed 2026-11-04
Carl P. Sherr & Co., LLC
DECREASED
Shares34,784 from 37,094
Change-2,310 (-6%)
Value$2.7M (-$341.9K)
Filed 2026-11-06
Seamount Financial Group Inc
INCREASED
Shares34,706 from 33,153
Change+1,553 (+5%)
Value$2.7M (-$22.3K)
Filed 2026-10-21
King Luther Capital Management Corp
UNCHANGED
Shares34,065 from 34,065
Change0 (0%)
Value$2.7M (-$147.8K)
Filed 2026-11-05
Appalachian Capital Management Ltd
INCREASED
Shares34,011 from 32,932
Change+1,079 (+3%)
Value$2.7M (-$58.4K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares32,737 from 11,824
Change+20,913 (+177%)
Value$2.6M (+$1.6M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares32,556 from 30,777
Change+1,779 (+6%)
Value$2.5M (+$5.7K)
Filed 2026-10-23
Forza Wealth Management, LLC
DECREASED
Shares32,490 from 35,507
Change-3,017 (-8%)
Value$2.5M (-$390.4K)
Filed 2026-10-20
Nottingham Advisors, Inc.
INCREASED
Shares32,480 from 31,670
Change+810 (+3%)
Value$2.5M (-$50.1K)
Filed 2026-10-29
Towne Trust Company, N.a
INCREASED
Shares32,379 from 29,006
Change+3,373 (+12%)
Value$2.5M (+$138.3K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares32,317 from 28,379
Change+3,938 (+14%)
Value$2.5M (+$185.3K)
Filed 2026-11-03
Uncommon Cents Investing Inc
INCREASED
Shares31,448 from 23,993
Change+7,455 (+31%)
Value$2.5M (+$479.7K)
Filed 2026-10-20
TriaGen Wealth Management LLC
INCREASED
Shares31,227 from 29,501
Change+1,726 (+6%)
Value$2.4M (+$7.1K)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares31,141 from 28,597
Change+2,544 (+9%)
Value$2.4M (+$75.1K)
Filed 2026-11-05
Latigo Investments, LLC
DECREASED
Shares29,973 from 86,019
Change-56,046 (-65%)
Value$2.3M (-$4.8M)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares29,790 from 25,722
Change+4,068 (+16%)
Value$2.3M (+$206.9K)
Filed 2026-10-22
RMR Capital Management, LLC
INCREASED
Shares29,435 from 29,427
Change+8 (+0%)
Value$2.3M (-$127.0K)
Filed 2026-10-23
Simplicity Wealth,LLC
DECREASED
Shares29,005 from 72,632
Change-43,627 (-60%)
Value$2.3M (-$3.7M)
Filed 2026-10-23
Life Planning Partners, Inc
INCREASED
Shares28,658 from 26,140
Change+2,518 (+10%)
Value$2.2M (+$83.7K)
Filed 2026-10-28
JBGlobal.com LLC
DECREASED
Shares28,120 from 56,383
Change-28,263 (-50%)
Value$2.2M (-$2.5M)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares28,098 from 24,179
Change+3,919 (+16%)
Value$2.2M (+$202.0K)
Filed 2026-11-06
Prosperity Advisers, LLC
INCREASED
Shares27,893 from 27,132
Change+761 (+3%)
Value$2.2M (-$58.2K)
Filed 2026-10-28
SC&H Financial Advisors, Inc.
DECREASED
Shares27,711 from 27,827
Change-116 (0%)
Value$2.2M (-$129.9K)
Filed 2026-10-14
Thrive Capital Management, LLC
DECREASED
Shares27,599 from 33,070
Change-5,471 (-17%)
Value$2.2M (-$572.0K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares27,570 from 26,037
Change+1,533 (+6%)
Value$2.2M (+$7.0K)
Filed 2026-11-05
Topel & Distasi Wealth Management, LLC
INCREASED
Shares27,332 from 27,149
Change+183 (+1%)
Value$2.1M (-$103.5K)
Filed 2026-11-05
Investment Partners, Ltd.
NEW
Shares26,962
Change+26,962
Value$2.1M
Filed 2026-10-29
Addis & Hill, Inc
UNCHANGED
Shares26,536 from 26,536
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares26,502 from 35,922
Change-9,420 (-26%)
Value$2.1M (-$893.6K)
Filed 2026-10-29
Diversified Portfolios, Inc.
DECREASED
Shares26,325 from 33,816
Change-7,491 (-22%)
Value$2.1M (-$733.4K)
Filed 2026-11-04
Leeward Financial Partners, LLC
INCREASED
Shares26,270 from 24,983
Change+1,287 (+5%)
Value$2.1M (-$7.6K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED
Shares26,226 from 27,160
Change-934 (-3%)
Value$2.1M (-$191.0K)
Filed 2026-11-02
James Investment Research, Inc.
UNCHANGED
Shares25,753 from 25,753
Change0 (0%)
Value$2.0M (-$111.8K)
Filed 2026-10-22
Steinberganna Wealth Management
INCREASED
Shares25,695 from 20,650
Change+5,045 (+24%)
Value$2.0M (+$305.5K)
Filed 2026-10-23
Firestone Capital Management
INCREASED
Shares25,492 from 20,367
Change+5,125 (+25%)
Value$2.0M (+$312.9K)
Filed 2026-11-03
True Link Financial Advisors, LLC
UNCHANGED
Shares24,892 from 24,892
Change0 (0%)
Value$1.9M (-$108.0K)
Filed 2026-10-27
Hobart Private Capital, LLC
INCREASED
Shares24,754 from 21,595
Change+3,159 (+15%)
Value$1.9M (+$153.7K)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares24,385 from 17,371
Change+7,014 (+40%)
Value$1.9M (+$473.9K)
Filed 2026-11-04
Stash Investments, LLC
INCREASED
Shares24,279 from 8,969
Change+15,310 (+171%)
Value$1.9M (+$1.2M)
Filed 2026-10-26
Apollon Financial, LLC
INCREASED
Shares24,227 from 22,586
Change+1,641 (+7%)
Value$1.9M (+$30.5K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares23,904 from 7,010
Change+16,894 (+241%)
Value$1.9M (+$1.3M)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares23,902 from 19,313
Change+4,589 (+24%)
Value$1.9M (+$275.6K)
Filed 2026-10-22
Sincerus Advisory, LLC
DECREASED
Shares23,856 from 24,563
Change-707 (-3%)
Value$1.9M (-$162.0K)
Filed 2026-10-09
Bigelow Investment Advisors, LLC
INCREASED
Shares23,816 from 23,727
Change+89 (+0%)
Value$1.9M (-$96.0K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares23,772 from 23,394
Change+378 (+2%)
Value$1.9M (-$71.9K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares23,562 from 291,373
Change-267,811 (-92%)
Value$1.8M (-$22.2M)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares23,123 from 1,873
Change+21,250 (+1135%)
Value$1.8M (+$1.7M)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares22,917 from 15,243
Change+7,674 (+50%)
Value$1.8M (+$534.8K)
Filed 2026-10-22
NBT Bank, N.A.
UNCHANGED
Shares22,894 from 22,894
Change0 (0%)
Value$1.8M (-$99.4K)
Filed 2026-10-21
Bath Savings Trust Co
INCREASED
Shares22,846 from 20,319
Change+2,527 (+12%)
Value$1.8M (+$109.7K)
Filed 2026-10-07
Clarity Capital Advisors, LLC
INCREASED
Shares22,786 from 20,726
Change+2,060 (+10%)
Value$1.8M (+$71.3K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares22,189 from 21,962
Change+227 (+1%)
Value$1.8M (-$23.1K)
Filed 2026-10-27
Ramiah Investment Group
DECREASED
Shares22,166 from 27,502
Change-5,336 (-19%)
Value$1.7M (-$537.2K)
Filed 2026-10-20
Archvest Wealth Advisors, Inc.
DECREASED
Shares22,034 from 22,194
Change-160 (-1%)
Value$1.7M (-$108.9K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares21,957 from 57,240
Change-35,283 (-62%)
Value$1.7M (-$3.0M)
Filed 2026-10-13
Rockwood Wealth Management, LLC
INCREASED
Shares21,646 from 5,848
Change+15,798 (+270%)
Value$1.7M (+$1.2M)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares21,574 from 19,987
Change+1,587 (+8%)
Value$1.7M (+$37.6K)
Filed 2026-10-27
North Forty Two & Co.
DECREASED
Shares21,522 from 21,617
Change-95 (0%)
Value$1.7M (-$101.3K)
Filed 2026-10-19
VestGen Advisors, LLC
INCREASED
Shares21,259 from 21,032
Change+227 (+1%)
Value$1.7M (-$73.6K)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
DECREASED
Shares20,883 from 24,199
Change-3,316 (-14%)
Value$1.6M (-$364.7K)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares20,640 from 22,240
Change-1,600 (-7%)
Value$1.6M (-$221.8K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares20,282 from 20,273
Change+9 (+0%)
Value$1.6M (-$87.3K)
Filed 2026-10-15
Agate Pass Investment Management, LLC
DECREASED
Shares20,031 from 24,653
Change-4,622 (-19%)
Value$1.6M (-$468.9K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares19,999 from 5,251
Change+14,748 (+281%)
Value$1.6M (+$1.1M)
Filed 2026-10-28
Virtue Capital Management, LLC
DECREASED
Shares19,984 from 21,605
Change-1,621 (-7%)
Value$1.6M (-$220.7K)
Filed 2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares19,903 from 22,958
Change-3,055 (-13%)
Value$1.6K (-$1.9M)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
NEW
Shares19,867
Change+19,867
Value$1.6M
Filed 2026-10-30
Rinkey Investments
DECREASED
Shares19,734 from 22,798
Change-3,064 (-13%)
Value$1.5M (-$338.9K)
Filed 2026-10-28
Insight Inv LLC
DECREASED
Shares19,641 from 20,631
Change-990 (-5%)
Value$1.5M (-$167.1K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares19,360 from 16,605
Change+2,755 (+17%)
Value$1.5K (-$554.3K)
Filed 2026-11-04
Hickory Point Bank & Trust
INCREASED
Shares19,055 from 10,455
Change+8,600 (+82%)
Value$1.5M (+$628.1K)
Filed 2026-10-01
Redhawk Wealth Advisors, Inc.
DECREASED
Shares19,030 from 19,884
Change-854 (-4%)
Value$1.5M (-$153.2K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares18,807 from 37,305
Change-18,498 (-50%)
Value$1.5M (-$1.6M)
Filed 2026-10-21
Prosperity Planning, Inc.
INCREASED
Shares18,782 from 9,092
Change+9,690 (+107%)
Value$1.5M (+$719.4K)
Filed 2026-10-09
Horizon Financial Services, LLC
DECREASED
Shares18,759 from 19,473
Change-714 (-4%)
Value$1.5M (-$140.4K)
Filed 2026-11-04
Prudent Investor Advisors, LLC
NEW
Shares18,756
Change+18,756
Value$1.5M
Filed 2026-10-22
Genesee Capital Advisors, LLC
DECREASED
Shares18,679 from 18,788
Change-109 (-1%)
Value$1.5M (-$90.0K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares18,610 from 12,979
Change+5,631 (+43%)
Value$1.5M (+$384.6K)
Filed 2026-10-20
TBH Global Asset Management, LLC
DECREASED
Shares18,297 from 18,511
Change-214 (-1%)
Value$1.4M (-$97.1K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares17,995 from 18,497
Change-502 (-3%)
Value$1.4M (-$119.6K)
Filed 2026-11-05
Gilbert Capital Group, Inc.
DECREASED
Shares17,704 from 21,721
Change-4,017 (-18%)
Value$1.4M (-$408.8K)
Filed 2026-10-28
Bellecapital International Ltd.
INCREASED
Shares17,676 from 17,321
Change+355 (+2%)
Value$1.4M (-$47.4K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares17,295 from 3,100
Change+14,195 (+458%)
Value$1.4M (+$1.1M)
Filed 2026-11-06
Noesis Capital Mangement Corp
INCREASED
Shares17,290 from 15,635
Change+1,655 (+11%)
Value$1.4M (+$61.7K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares17,156
Change+17,156
Value$1.3M
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares16,942 from 16,134
Change+808 (+5%)
Value$1.3M (-$6.8K)
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares16,885 from 17,081
Change-196 (-1%)
Value$1.3M (-$89.5K)
Filed 2026-10-20
BAM Wealth Management, LLC
DECREASED
Shares16,884 from 18,331
Change-1,447 (-8%)
Value$1.3M (-$192.9K)
Filed 2026-10-15
First Horizon Corp
DECREASED
Shares16,793 from 18,253
Change-1,460 (-8%)
Value$1.3M (-$193.6K)
Filed 2026-10-26
Bria Capital Group, LLC
NEW
Shares16,762
Change+16,762
Value$1.3M
Filed 2026-10-22
Pines Wealth Management, LLC
INCREASED
Shares16,713 from 15,745
Change+968 (+6%)
Value$1.3M (+$7.5K)
Filed 2026-10-21
IPG Investment Advisors LLC
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$1.3M (-$71.6K)
Filed 2026-10-30
Accretive Wealth Partners, LLC
INCREASED
Shares16,400 from 15,915
Change+485 (+3%)
Value$1.3M (-$31.1K)
Filed 2026-11-06
Pictet North America Advisors SA
DECREASED
Shares16,270 from 31,370
Change-15,100 (-48%)
Value$1.3M (-$1.3M)
Filed 2026-10-21
Northern Lights Advisors, Inc.
INCREASED
Shares16,127 from 15,637
Change+490 (+3%)
Value$1.3M (-$29.5K)
Filed 2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED
Shares16,068 from 17,053
Change-985 (-6%)
Value$1.3M (-$151.1K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
INCREASED
Shares15,972 from 14,777
Change+1,195 (+8%)
Value$1.3M (+$31.5K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares15,938 from 18,413
Change-2,475 (-13%)
Value$1.2M (-$274.3K)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares15,808 from 13,232
Change+2,576 (+19%)
Value$1.2M (+$144.3K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares15,748 from 15,447
Change+301 (+2%)
Value$1.2M (-$43.4K)
Filed 2026-10-26
Twele Capital Management, Inc.
INCREASED
Shares15,681 from 15,345
Change+336 (+2%)
Value$1.2M (-$40.3K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares15,638 from 13,754
Change+1,884 (+14%)
Value$1.2M (+$87.8K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
DECREASED
Shares15,417 from 19,431
Change-4,014 (-21%)
Value$1.2M (-$398.7K)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
INCREASED
Shares15,396 from 15,206
Change+190 (+1%)
Value$1.2M (-$51.1K)
Filed 2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED
Shares14,811 from 15,370
Change-559 (-4%)
Value$1.2M (-$110.5K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares14,700 from 14,551
Change+149 (+1%)
Value$1.2M (-$51.5K)
Filed 2026-11-02
FF Advisors,LLC
INCREASED
Shares14,569 from 6,956
Change+7,613 (+109%)
Value$1.1M (+$566.0K)
Filed 2026-10-21
Independence Bank of Kentucky
DECREASED
Shares14,464 from 15,583
Change-1,119 (-7%)
Value$1.1M (-$155.3K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares14,457 from 13,592
Change+865 (+6%)
Value$1.1M (+$8.7K)
Filed 2026-10-20
Brighton Securities Corp.
INCREASED
Shares14,378 from 14,306
Change+72 (+1%)
Value$1.1M (-$56.4K)
Filed 2026-10-08
Cedar Point Capital Partners, LLC
INCREASED
Shares14,324 from 13,691
Change+633 (+5%)
Value$1.1M (-$9.8K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
INCREASED
Shares14,276 from 13,896
Change+380 (+3%)
Value$1.1M (-$30.5K)
Filed 2026-10-13
Kagan Cocozza Asset Management
DECREASED
Shares14,262 from 14,312
Change-50 (0%)
Value$1.1M (-$66.0K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares14,075 from 20,255
Change-6,180 (-31%)
Value$1.1M (-$571.8K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares13,974 from 14,163
Change-189 (-1%)
Value$1.1M (-$76.3K)
Filed 2026-10-09
Liberty Capital Management, Inc.
INCREASED
Shares13,869 from 12,327
Change+1,542 (+13%)
Value$1.1M (+$67.3K)
Filed 2026-11-02
Ballast Financial Advisors LLC
INCREASED
Shares13,862 from 13,780
Change+82 (+1%)
Value$1.1M (-$53.4K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares13,560 from 12,797
Change+763 (+6%)
Value$1.1M (+$4.3K)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares13,454 from 14,267
Change-813 (-6%)
Value$1.1M (-$125.6K)
Filed 2026-10-26
Independent Wealth Network Inc.
DECREASED
Shares13,431 from 13,602
Change-171 (-1%)
Value$1.1M (-$72.4K)
Filed 2026-10-19
GEM Asset Management, LLC
DECREASED
Shares13,312 from 13,917
Change-605 (-4%)
Value$1.0M (-$107.7K)
Filed 2026-10-13
Center For Asset Management LLC
DECREASED
Shares13,249 from 26,496
Change-13,247 (-50%)
Value$1.0M (-$1.2M)
Filed 2026-10-16
Sonata Capital Group Inc
INCREASED
Shares13,220 from 13,160
Change+60 (+0%)
Value$1.0M (-$52.4K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares13,144 from 13,436
Change-292 (-2%)
Value$1.0M (-$81.2K)
Filed 2026-11-02
Maia Wealth LLC
DECREASED
Shares13,143 from 13,752
Change-609 (-4%)
Value$1.0M (-$107.4K)
Filed 2026-10-19
Silver Oak Advisory Group, Inc.
INCREASED
Shares13,141 from 13,134
Change+7 (+0%)
Value$1.0M (-$55.9K)
Filed 2026-11-06
Sweeney & Michel, LLC
INCREASED
Shares12,862 from 9,125
Change+3,737 (+41%)
Value$1.0M (+$264.3K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
DECREASED
Shares12,825 from 12,986
Change-161 (-1%)
Value$1.0M (-$68.9K)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares12,771 from 12,668
Change+103 (+1%)
Value$1.0M (-$13.1K)
Filed 2026-11-05
Gleason Group, Inc.
INCREASED
Shares12,741 from 6,064
Change+6,677 (+110%)
Value$997.8K (+$496.6K)
Filed 2026-10-15
Vilga Financial Planning LLC
INCREASED
Shares12,640 from 12,373
Change+267 (+2%)
Value$989.8K (-$32.8K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
INCREASED
Shares12,609 from 12,301
Change+308 (+3%)
Value$987.4K (-$29.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares12,566 from 11,054
Change+1,512 (+14%)
Value$984.0K (+$69.3K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares12,458 from 14,924
Change-2,466 (-17%)
Value$981.8K (-$233.3K)
Filed 2026-10-26
Aspire Private Capital, LLC
INCREASED
Shares12,353 from 9,886
Change+2,467 (+25%)
Value$967.4K (+$150.4K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares12,078 from 12,208
Change-130 (-1%)
Value$945.8K (-$63.2K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares12,058 from 13,458
Change-1,400 (-10%)
Value$944.3K (-$168.0K)
Filed 2026-10-07
Murphy & Mullick Capital Management Corp
DECREASED
Shares11,952 from 11,966
Change-14 (0%)
Value$936.0K (-$53.0K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares11,827 from 12,780
Change-953 (-7%)
Value$926.2K (-$130.1K)
Filed 2026-10-22
Granite Islands Private Wealth, LLC
DECREASED
Shares11,821 from 11,912
Change-91 (-1%)
Value$925.7K (-$58.8K)
Filed 2026-10-16
Compass Ion Advisors, LLC
DECREASED
Shares11,738 from 11,909
Change-171 (-1%)
Value$919.2K (-$65.1K)
Filed 2026-10-23
Neumann Capital Management, LLC
NEW
Shares11,700
Change+11,700
Value$916.2K
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares11,661 from 7,728
Change+3,933 (+51%)
Value$913.1K (+$274.5K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares11,620 from 10,321
Change+1,299 (+13%)
Value$910.0K (+$57.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares11,573 from 9,784
Change+1,789 (+18%)
Value$904.2K (+$100.1K)
Filed 2026-11-02
Autumn Glory Partners, LLC
NEW
Shares11,550
Change+11,550
Value$904.5K
Filed 2026-10-26
Frank, Rimerman Advisors LLC
DECREASED
Shares11,505 from 11,755
Change-250 (-2%)
Value$901.0K (-$70.6K)
Filed 2026-10-16
Sage Financial Group Inc
INCREASED
Shares11,484 from 9,339
Change+2,145 (+23%)
Value$899.3K (+$127.4K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
DECREASED
Shares11,436 from 12,234
Change-798 (-7%)
Value$895.6K (-$115.6K)
Filed 2026-10-26
Shum Financial Group, Inc.
INCREASED
Shares11,349 from 11,020
Change+329 (+3%)
Value$888.7K (-$22.1K)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares11,317 from 12,611
Change-1,294 (-10%)
Value$886.2K (-$156.1K)
Filed 2026-10-27
Duncker Streett & Co Inc
INCREASED
Shares11,190 from 10,938
Change+252 (+2%)
Value$876.3K (-$27.7K)
Filed 2026-10-27
Moneywise, Inc.
NEW
Shares11,145
Change+11,145
Value$872.7K
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares11,083 from 12,667
Change-1,584 (-12%)
Value$867.9K (-$178.7K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares10,928 from 10,347
Change+581 (+6%)
Value$855.8K (+$599)
Filed 2026-10-08
Tower Trust & Investment Co
UNCHANGED
Shares10,923 from 10,923
Change0 (0%)
Value$855.4K (-$47.4K)
Filed 2026-10-28
Amicus Financial Advisors, LLC
INCREASED
Shares10,867 from 9,949
Change+918 (+9%)
Value$851.0K (+$28.7K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares10,853 from 11,498
Change-645 (-6%)
Value$849.9K (-$100.4K)
Filed 2026-10-30
Arta Finance Wealth Management LLC
INCREASED
Shares10,721 from 9,763
Change+958 (+10%)
Value$835.9K (+$32.2K)
Filed 2026-10-28
FC Advisory LLC
DECREASED
Shares10,683 from 10,698
Change-15 (0%)
Value$836.6K (-$47.6K)
Filed 2026-10-05
Venture Visionary Partners LLC
DECREASED
Shares10,678 from 10,707
Change-29 (0%)
Value$836.2K (-$48.7K)
Filed 2026-10-07
Baker Ellis Asset Management LLC
INCREASED
Shares10,650 from 10,000
Change+650 (+7%)
Value$834.0K (+$7.5K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED
Shares10,575 from 10,575
Change0 (0%)
Value$828.1K (-$45.9K)
Filed 2026-11-03
MFA Wealth Services
INCREASED
Shares10,574 from 9,787
Change+787 (+8%)
Value$828.0K (+$19.1K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares10,562 from 10,560
Change+2 (+0%)
Value$827.1K (-$45.7K)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares10,465 from 10,465
Change0 (0%)
Value$864.9K ($0)
Filed 2026-11-03
Smithbridge Asset Management Inc
DECREASED
Shares10,450 from 14,677
Change-4,227 (-29%)
Value$818.3K (-$394.7K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares10,407 from 10,682
Change-275 (-3%)
Value$815.0K (-$67.9K)
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares10,392 from 9,490
Change+902 (+10%)
Value$813.8K (+$29.5K)
Filed 2026-10-21
LeConte Wealth Management, LLC
DECREASED
Shares10,379 from 15,203
Change-4,824 (-32%)
Value$812.8K (-$443.7K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares9,970 from 9,912
Change+58 (+1%)
Value$780.8K (-$38.5K)
Filed 2026-11-04
First United Bank & Trust
INCREASED
Shares9,929 from 8,554
Change+1,375 (+16%)
Value$777.5K (+$70.6K)
Filed 2026-10-22
Defined Wealth Management, LLC
INCREASED
Shares9,835 from 9,819
Change+16 (+0%)
Value$770.2K (-$41.3K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares9,679 from 9,870
Change-191 (-2%)
Value$758 (-$815.2K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares9,654
Change+9,654
Value$756.0K
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
INCREASED
Shares9,635 from 9,442
Change+193 (+2%)
Value$754.5K (-$25.9K)
Filed 2026-11-05
Bdfs Capital LLC
INCREASED
Shares9,544 from 9,314
Change+230 (+2%)
Value$747.4K (-$22.4K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares9,465 from 9,451
Change+14 (+0%)
Value$741.2K (-$39.9K)
Filed 2026-11-03
Fiduciary Alliance LLC
INCREASED
Shares9,280 from 9,055
Change+225 (+2%)
Value$726.7K (-$21.7K)
Filed 2026-10-13
SRH Advisors, LLC
UNCHANGED
Shares9,278 from 9,278
Change0 (0%)
Value$726.6K (-$40.3K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares9,068 from 7,355
Change+1,713 (+23%)
Value$710.1K (+$102.2K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED
Shares8,998 from 9,486
Change-488 (-5%)
Value$704.6K (-$79.4K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
DECREASED
Shares8,947 from 9,759
Change-812 (-8%)
Value$711.0K (-$95.6K)
Filed 2026-10-30
IVC Wealth Advisors LLC
DECREASED
Shares8,939 from 9,248
Change-309 (-3%)
Value$700.0K (-$64.3K)
Filed 2026-10-23
Harmony Asset Management LLC
INCREASED
Shares8,773 from 7,351
Change+1,422 (+19%)
Value$687.0K (+$79.4K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares8,754 from 8,495
Change+259 (+3%)
Value$685.5K (-$16.6K)
Filed 2026-10-21
Keener Financial Planning LLC
INCREASED
Shares8,722 from 8,315
Change+407 (+5%)
Value$683.0K (-$4.0K)
Filed 2026-11-06
Grandview Asset Management LLC
DECREASED
Shares8,709 from 12,701
Change-3,992 (-31%)
Value$682.0K (-$367.7K)
Filed 2026-10-19
Retirement Financial Solutions, LLC
DECREASED
Shares8,654 from 9,548
Change-894 (-9%)
Value$677.7K (-$111.4K)
Filed 2026-10-20
Idaho Trust Co
DECREASED
Shares8,501 from 10,939
Change-2,438 (-22%)
Value$665.7K (-$238.4K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares8,446 from 520,571
Change-512,125 (-98%)
Value$661.4K (-$42.4M)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED
Shares8,396 from 8,044
Change+352 (+4%)
Value$657.5K (-$7.3K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares8,392 from 10,480
Change-2,088 (-20%)
Value$657.2K (-$209.0K)
Filed 2026-10-15
Maseco LLP
INCREASED
Shares8,364 from 5,974
Change+2,390 (+40%)
Value$655.1K (+$161.4K)
Filed 2026-10-27
Fullerton Advisors, LLC
INCREASED
Shares8,355 from 8,261
Change+94 (+1%)
Value$654.3K (-$28.4K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares8,329 from 8,907
Change-578 (-6%)
Value$652.2K (-$83.9K)
Filed 2026-10-08
Kuhn & Co Investment Counsel
NEW
Shares8,164
Change+8,164
Value$639.3K
Filed 2026-10-29
Cordatus Wealth Management LLC
UNCHANGED
Shares8,137 from 8,137
Change0 (0%)
Value$637.2K (-$35.3K)
Filed 2026-10-19
Cynosure Group, LLC
DECREASED
Shares8,096 from 10,049
Change-1,953 (-19%)
Value$634.1K (-$196.4K)
Filed 2026-11-03
Capstone Capital LLC
DECREASED
Shares8,051 from 8,480
Change-429 (-5%)
Value$630.5K (-$70.4K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares8,020
Change+8,020
Value$628.1K
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares7,883 from 8,864
Change-981 (-11%)
Value$617.3K (-$115.3K)
Filed 2026-10-22
Texas Bank & Trust Co
INCREASED
Shares7,873 from 3,138
Change+4,735 (+151%)
Value$616.5K (+$357.2K)
Filed 2026-11-04
Condor Capital Management
INCREASED
Shares7,796 from 7,704
Change+92 (+1%)
Value$610.5K (-$26.3K)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares7,792 from 7,762
Change+30 (+0%)
Value$610.2K (-$31.4K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares7,789 from 4,178
Change+3,611 (+86%)
Value$610.0K (+$264.7K)
Filed 2026-11-03
Vision Capital Management, Inc.
UNCHANGED
Shares7,789 from 7,789
Change0 (0%)
Value$610.0K (-$33.8K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares7,773 from 7,582
Change+191 (+3%)
Value$608.7K (-$17.9K)
Filed 2026-11-03
Collective Family Office LLC
DECREASED
Shares7,758 from 10,177
Change-2,419 (-24%)
Value$607.5K (-$233.6K)
Filed 2026-10-05
AUA Capital Management, LLC
DECREASED
Shares7,713 from 7,739
Change-26 (0%)
Value$604.0K (-$35.6K)
Filed 2026-10-15
Altfest L J & Co Inc
UNCHANGED
Shares7,673 from 7,673
Change0 (0%)
Value$600.9K (-$33.3K)
Filed 2026-10-27
Narus Financial Partners, LLC
DECREASED
Shares7,614 from 7,890
Change-276 (-3%)
Value$596.3K (-$55.9K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares7,585 from 7,501
Change+84 (+1%)
Value$594.0K (-$26.0K)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares7,527 from 9,045
Change-1,518 (-17%)
Value$589.5K (-$158.1K)
Filed 2026-10-28
International Private Wealth Advisors LLC
DECREASED
Shares7,330 from 7,354
Change-24 (0%)
Value$574.0K (-$33.8K)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED
Shares7,310 from 7,345
Change-35 (0%)
Value$572.4K (-$34.6K)
Filed 2026-10-29
Evanson Financial, LLC
DECREASED
Shares7,286 from 7,814
Change-528 (-7%)
Value$570.6K (-$75.2K)
Filed 2026-10-23
Seelaus Asset Management LLC
DECREASED
Shares7,278 from 8,027
Change-749 (-9%)
Value$569.9K (-$93.5K)
Filed 2026-10-14
Gould Asset Management LLC
DECREASED
Shares7,238 from 7,243
Change-5 (0%)
Value$566.8K (-$31.8K)
Filed 2026-11-06
Nicholas Wealth, Llc.
DECREASED
Shares7,192 from 8,161
Change-969 (-12%)
Value$563.2K (-$111.2K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares7,169 from 6,888
Change+281 (+4%)
Value$561.5K (-$7.9K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
INCREASED
Shares7,161 from 6,179
Change+982 (+16%)
Value$560.8K (+$50.1K)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares7,062 from 7,062
Change0 (0%)
Value$553.0K (-$30.6K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,998 from 6,728
Change+270 (+4%)
Value$548.0K (-$8.1K)
Filed 2026-10-05
Meriwether Wealth & Planning, LLC
INCREASED
Shares6,977 from 6,747
Change+230 (+3%)
Value$546.4K (-$11.3K)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares6,970 from 6,955
Change+15 (+0%)
Value$545.8K (-$29.0K)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
UNCHANGED
Shares6,940 from 6,940
Change0 (0%)
Value$543.5K (-$30.1K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares6,874 from 6,837
Change+37 (+1%)
Value$538.3K (-$26.8K)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares6,871 from 8,220
Change-1,349 (-16%)
Value$538.1K (-$141.3K)
Filed 2026-10-20
Calder Financial LLC
INCREASED
Shares6,853 from 6,734
Change+119 (+2%)
Value$536.7K (-$19.9K)
Filed 2026-10-13
Greenleaf Trust
INCREASED
Shares6,820 from 4,064
Change+2,756 (+68%)
Value$534.1K (+$198.2K)
Filed 2026-10-29
Sage Capital Management, LLC
INCREASED
Shares6,685 from 6,625
Change+60 (+1%)
Value$523.9K (-$24.1K)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares6,644 from 4,635
Change+2,009 (+43%)
Value$520.3K (+$137.2K)
Filed 2026-10-30
Clark Asset Management, LLC
INCREASED
Shares6,610 from 6,560
Change+50 (+1%)
Value$517.6K (-$24.6K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
INCREASED
Shares6,529 from 6,488
Change+41 (+1%)
Value$511 (-$535.5K)
Filed 2026-10-26
Fortune Financial Group, Inc.
DECREASED
Shares6,495 from 7,146
Change-651 (-9%)
Value$508.6K (-$82.0K)
Filed 2026-10-22
Valley Wealth Managers, Inc.
DECREASED
Shares6,463 from 6,875
Change-412 (-6%)
Value$506.1K (-$62.1K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED
Shares6,389 from 6,638
Change-249 (-4%)
Value$500.3K (-$48.3K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares6,320 from 6,404
Change-84 (-1%)
Value$494.9K (-$34.4K)
Filed 2026-10-22
Security Financial Services, Inc.
DECREASED
Shares6,298 from 6,319
Change-21 (0%)
Value$493.2K (-$29.1K)
Filed 2026-10-29
Sage Investment Counsel LLC
INCREASED
Shares6,264 from 6,262
Change+2 (+0%)
Value$490.5K (-$27.0K)
Filed 2026-10-26
L.K. Benson & Company, P.C.
INCREASED
Shares6,203 from 6,054
Change+149 (+2%)
Value$485.8K (-$14.6K)
Filed 2026-10-23
Capital Wealth Management, LLC
NEW
Shares6,107
Change+6,107
Value$478.2K
Filed 2026-10-27
MB, Levis & Associates, LLC
UNCHANGED
Shares5,999 from 5,999
Change0 (0%)
Value$469.8K (-$26.0K)
Filed 2026-10-16
Livet Wealth, LLC
UNCHANGED
Shares5,939 from 5,939
Change0 (0%)
Value$465.1K (-$25.8K)
Filed 2026-10-27
Howard Wealth Management, LLC
DECREASED
Shares5,833 from 6,000
Change-167 (-3%)
Value$456.9K (-$39.1K)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares5,800 from 5,956
Change-156 (-3%)
Value$454.2K (-$38.1K)
Filed 2026-10-21
Darrow Company, Inc.
INCREASED
Shares5,699 from 5,397
Change+302 (+6%)
Value$446.3K (+$225)
Filed 2026-10-22
Argus Investors' Counsel, Inc.
INCREASED
Shares5,691 from 5,535
Change+156 (+3%)
Value$445.7K (-$11.8K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$442.5K (-$24.5K)
Filed 2026-10-23
Eastern Bank
INCREASED
Shares5,564 from 4,330
Change+1,234 (+29%)
Value$435.7K (+$77.8K)
Filed 2026-10-05
Portland Financial Advisors Inc
INCREASED
Shares5,529 from 4,078
Change+1,451 (+36%)
Value$433.0K (+$95.9K)
Filed 2026-10-26
Hegarty Advisors, LLC
INCREASED
Shares5,521 from 5,506
Change+15 (+0%)
Value$432.3K (-$22.8K)
Filed 2026-10-20
Asset Management One Co., Ltd.
NEW
Shares5,500
Change+5,500
Value$430.7K
Filed 2026-10-27
Schmidt P J Investment Management Inc
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$430.7K (-$23.9K)
Filed 2026-11-02
TFB Advisors LLC
DECREASED
Shares5,489 from 5,491
Change-2 (0%)
Value$429.8K (-$24.0K)
Filed 2026-11-02
Wealth Effects LLC
DECREASED
Shares5,473 from 6,022
Change-549 (-9%)
Value$428.6K (-$69.1K)
Filed 2026-10-23
Culbertson A N & Co Inc
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$425.2K (-$23.6K)
Filed 2026-10-21
Ibex Wealth Advisors
DECREASED
Shares5,403 from 5,821
Change-418 (-7%)
Value$423.1K (-$58.0K)
Filed 2026-11-06
Moneco Advisors, LLC
NEW
Shares5,397
Change+5,397
Value$422.6K
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares5,323 from 2,826
Change+2,497 (+88%)
Value$416.9K (+$183.3K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
DECREASED
Shares5,316 from 5,323
Change-7 (0%)
Value$416.3K (-$23.7K)
Filed 2026-10-19
Blue Water Asset Management
INCREASED
Shares5,280 from 5,215
Change+65 (+1%)
Value$413.5K (-$17.5K)
Filed 2026-11-04
Sawyer & Company, Inc
INCREASED
Shares5,257 from 5,192
Change+65 (+1%)
Value$411.7K (-$17.5K)
Filed 2026-10-21
Mullaney, Keating & Wright, Inc.
DECREASED
Shares5,213 from 6,439
Change-1,226 (-19%)
Value$408.3K (-$124.0K)
Filed 2026-10-19
Community Financial Services Group, LLC
UNCHANGED
Shares5,206 from 5,206
Change0 (0%)
Value$406.7K (-$21.1K)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,137 from 4,779
Change+358 (+7%)
Value$402.3K (+$7.3K)
Filed 2026-10-15
BLB&B Advisors, LLC
INCREASED
Shares5,077 from 4,709
Change+368 (+8%)
Value$397.6K (+$8.4K)
Filed 2026-10-27
Merkkuri Wealth Advisors LLC
INCREASED
Shares5,061 from 4,999
Change+62 (+1%)
Value$396.3K (-$16.8K)
Filed 2026-11-03
Great Diamond Partners, LLC
DECREASED
Shares5,050 from 9,500
Change-4,450 (-47%)
Value$395.5K (-$389.7K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares5,047 from 5,209
Change-162 (-3%)
Value$395.2K (-$35.3K)
Filed 2026-10-09
Advisor Resource Council
DECREASED
Shares5,046 from 6,331
Change-1,285 (-20%)
Value$393.6K (-$128.0K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
INCREASED
Shares5,035 from 4,676
Change+359 (+8%)
Value$394.3K (+$7.8K)
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares4,894 from 4,658
Change+236 (+5%)
Value$383.3K (-$1.7K)
Filed 2026-11-03
Atticus Wealth Management, LLC
DECREASED
Shares4,891 from 5,033
Change-142 (-3%)
Value$383.0K (-$33.0K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares4,857 from 25,623
Change-20,766 (-81%)
Value$380.4K (-$1.7M)
Filed 2026-10-29
Stableford Capital II LLC
DECREASED
Shares4,820 from 7,082
Change-2,262 (-32%)
Value$377.5K (-$207.9K)
Filed 2026-10-09
Sound Income Strategies, LLC
DECREASED
Shares4,803 from 5,313
Change-510 (-10%)
Value$377.0K (-$62.1K)
Filed 2026-10-09
Bedel Financial Consulting, Inc.
INCREASED
Shares4,754 from 4,602
Change+152 (+3%)
Value$372.3K (-$8.1K)
Filed 2026-11-06
Uptown Financial Advisors LLC
NEW
Shares4,725
Change+4,725
Value$370.0K
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,722 from 5,326
Change-604 (-11%)
Value$369.7K (-$70.4K)
Filed 2026-11-05
Falcon Wealth Planning
DECREASED
Shares4,717 from 5,500
Change-783 (-14%)
Value$369.4K (-$85.1K)
Filed 2026-11-06
Ti-Trust, Inc
INCREASED
Shares4,692 from 4,037
Change+655 (+16%)
Value$367.4K (+$33.8K)
Filed 2026-10-21
Nestegg Advisors, Inc.
INCREASED
Shares4,554 from 4,538
Change+16 (+0%)
Value$356.6K (-$18.4K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
INCREASED
Shares4,552 from 4,524
Change+28 (+1%)
Value$356.5K (-$17.4K)
Filed 2026-10-16
Valpey Financial Services, LLC
INCREASED
Shares4,441 from 4,376
Change+65 (+1%)
Value$347.8K (-$13.8K)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares4,433 from 4,762
Change-329 (-7%)
Value$347.1K (-$46.4K)
Filed 2026-11-06
BCS Wealth Management
INCREASED
Shares4,427 from 4,177
Change+250 (+6%)
Value$346.7K (+$1.5K)
Filed 2026-11-03
West Financial Advisors, LLC
DECREASED
Shares4,392 from 273,712
Change-269,320 (-98%)
Value$343.9K (-$22.3M)
Filed 2026-10-22
Bluedoor Private Wealth, LLC
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$336.0K (-$18.6K)
Filed 2026-11-05
Summit Global Investments
DECREASED
Shares4,261 from 4,268
Change-7 (0%)
Value$334 (-$352.7K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
DECREASED
Shares4,218 from 6,057
Change-1,839 (-30%)
Value$330.3K (-$170.3K)
Filed 2026-10-20
Retiremitten Financial LLC
UNCHANGED
Shares4,212 from 4,212
Change0 (0%)
Value$334.2K (-$13.9K)
Filed 2026-11-05
Archer Investment Management, LLC
DECREASED
Shares4,140 from 6,851
Change-2,711 (-40%)
Value$324.2K (-$242.0K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares4,136 from 8,856
Change-4,720 (-53%)
Value$323.9K (-$408.1K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares4,133 from 3,263
Change+870 (+27%)
Value$323.7K (+$53.9K)
Filed 2026-10-15
Enhancing Capital LLC
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$319.6K (-$17.7K)
Filed 2026-10-26
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares4,064 from 4,064
Change0 (0%)
Value$318.2K (-$17.6K)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares4,030 from 5,012
Change-982 (-20%)
Value$315.6K (-$98.7K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares4,018
Change+4,018
Value$316
Filed 2026-11-03
GenTrust, LLC
DECREASED
Shares3,986 from 5,006
Change-1,020 (-20%)
Value$312.1K (-$101.6K)
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares3,979
Change+3,979
Value$311.6K
Filed 2026-11-05
Objective Capital Management, LLC
UNCHANGED
Shares3,909 from 3,909
Change0 (0%)
Value$306.1K (-$17.0K)
Filed 2026-10-13
Synergy Asset Management, LLC
INCREASED
Shares3,870 from 3,640
Change+230 (+6%)
Value$303.1K (+$2.2K)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares3,862 from 3,512
Change+350 (+10%)
Value$302.4K (+$12.2K)
Filed 2026-10-30
Quaker Wealth Management, LLC
DECREASED
Shares3,759 from 185,717
Change-181,958 (-98%)
Value$294.4K (-$15.1M)
Filed 2026-10-22
Axos Invest Inc.
DECREASED
Shares3,708 from 4,403
Change-695 (-16%)
Value$290.4K (-$73.6K)
Filed 2026-10-21
William John Sempolinski
NEW
Shares3,700
Change+3,700
Value$289.7K
Filed 2026-10-20
Mustard Seed Financial, LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$288.4K (-$16.0K)
Filed 2026-10-30
First Merchants Corp
DECREASED
Shares3,625 from 4,075
Change-450 (-11%)
Value$283.9K (-$52.9K)
Filed 2026-10-15
Future Financial Wealth Managment LLC
INCREASED
Shares3,622 from 3,533
Change+89 (+3%)
Value$283.6K (-$3.0K)
Filed 2026-10-15
Lutz Financial Services LLC
DECREASED
Shares3,595 from 3,686
Change-91 (-2%)
Value$281.5K (-$23.1K)
Filed 2026-11-06
Ignite Planners, LLC
NEW
Shares3,550
Change+3,550
Value$286.7K
Filed 2026-10-14
Rossmore Private Capital
INCREASED
Shares3,523 from 2,990
Change+533 (+18%)
Value$275.9K (+$28.8K)
Filed 2026-10-27
180 Wealth Advisors, LLC
DECREASED
Shares3,505 from 3,622
Change-117 (-3%)
Value$274.5K (-$24.9K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares3,478 from 3,420
Change+58 (+2%)
Value$272.3K (-$10.3K)
Filed 2026-10-26
Timonier Family Office, Ltd.
DECREASED
Shares3,473 from 3,756
Change-283 (-8%)
Value$272.0K (-$38.5K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,465 from 3,811
Change-346 (-9%)
Value$271.3K (-$43.6K)
Filed 2026-10-16
Brighton Jones LLC
DECREASED
Shares3,452 from 4,959
Change-1,507 (-30%)
Value$270.3K (-$139.6K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares3,415 from 2,820
Change+595 (+21%)
Value$267.4K (+$34.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares3,378 from 1,938
Change+1,440 (+74%)
Value$265.2K (+$105.1K)
Filed 2026-10-15
Anson Capital, Inc.
INCREASED
Shares3,358 from 3,316
Change+42 (+1%)
Value$262.9K (-$11.1K)
Filed 2026-10-23
Valued Retirements, Inc.
DECREASED
Shares3,334 from 3,611
Change-277 (-8%)
Value$261.1K (-$37.3K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares3,298 from 2,851
Change+447 (+16%)
Value$258.3K (+$22.6K)
Filed 2026-11-05
Yankcom Partnership
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$255.7K (-$14.2K)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares3,234 from 8,084
Change-4,850 (-60%)
Value$253.2K (-$414.9K)
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
DECREASED
Shares3,230 from 3,378
Change-148 (-4%)
Value$252.9K (-$26.3K)
Filed 2026-10-30
Schear Investment Advisers, LLC
NEW
Shares3,210
Change+3,210
Value$251.4K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,210 from 3,076
Change+134 (+4%)
Value$251.4K (-$2.8K)
Filed 2026-10-14
Stephens Group Asset Management, LLC
UNCHANGED
Shares3,208 from 3,208
Change0 (0%)
Value$251.2K (-$13.9K)
Filed 2026-10-09
Gryphon Financial Partners LLC
INCREASED
Shares3,176 from 3,175
Change+1 (+0%)
Value$248.7K (-$13.7K)
Filed 2026-11-04
Iron Financial LLC
UNCHANGED
Shares3,162 from 3,162
Change0 (0%)
Value$247.6K (-$13.7K)
Filed 2026-10-23
Integrity Wealth Partners, LLC
NEW
Shares3,160
Change+3,160
Value$247.5K
Filed 2026-10-14
CPC Advisors, LLC
NEW
Shares3,150
Change+3,150
Value$246.7K
Filed 2026-10-21
Compound Planning, Inc.
NEW
Shares3,150
Change+3,150
Value$246.7K
Filed 2026-11-05
Creekside Partners
INCREASED
Shares3,107 from 3,083
Change+24 (+1%)
Value$243.3K (-$11.5K)
Filed 2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$255.8K ($0)
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$241.5K (-$13.4K)
Filed 2026-11-02
Romano Brothers and Company
NEW
Shares3,050
Change+3,050
Value$238.8K
Filed 2026-10-22
Univest Financial Corp
UNCHANGED
Shares3,044 from 3,044
Change0 (0%)
Value$238.4K (-$13.2K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares3,012 from 6,961
Change-3,949 (-57%)
Value$235.9K (-$339.5K)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares3,005 from 97,690
Change-94,685 (-97%)
Value$235.3K (-$7.8M)
Filed 2026-10-15
Aegis Wealth Management, Inc.
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$235.2K (-$13.0K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares3,001 from 1,754
Change+1,247 (+71%)
Value$235 (+$90)
Filed 2026-10-27
Evolution Advisers, Inc.
INCREASED
Shares2,997 from 1,370
Change+1,627 (+119%)
Value$235.4K (+$122.4K)
Filed 2026-11-06
Tempus Wealth Planning, LLC
DECREASED
Shares2,971 from 3,934
Change-963 (-24%)
Value$232.7K (-$92.4K)
Filed 2026-10-14
Cutler Investment Counsel LLC
INCREASED
Shares2,943 from 2,916
Change+27 (+1%)
Value$230.5K (-$10.5K)
Filed 2026-10-28
Delta Financial Advisors LLC
INCREASED
Shares2,932 from 2,550
Change+382 (+15%)
Value$229.6K (+$18.8K)
Filed 2026-10-27
First Hawaiian Bank
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$229.6K (-$12.7K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares2,925
Change+2,925
Value$229.1K
Filed 2026-10-21
Legacy Wealth Partners, LLC
INCREASED
Shares2,925 from 2,900
Change+25 (+1%)
Value$229.0K (-$10.6K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
DECREASED
Shares2,894 from 2,932
Change-38 (-1%)
Value$226.7K (-$15.7K)
Filed 2026-11-06
Middleton & Co Inc
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$225.1K (-$12.5K)
Filed 2026-10-23
Security National Bank
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$223.2K (-$12.4K)
Filed 2026-10-26
Verisail Partners, LLC
DECREASED
Shares2,846 from 3,120
Change-274 (-9%)
Value$222.9K (-$35.0K)
Filed 2026-10-19
Investmark Advisory Group LLC
NEW
Shares2,838
Change+2,838
Value$222.3K
Filed 2026-10-27
Baskin Financial Services Inc.
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$219 (-$12)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares2,792 from 1,570
Change+1,222 (+78%)
Value$218.6K (+$88.9K)
Filed 2026-11-05
Argentarii, LLC
DECREASED
Shares2,773 from 3,449
Change-676 (-20%)
Value$217.1K (-$62.6K)
Filed 2026-10-28
Annex Advisory Services, LLC
INCREASED
Shares2,773 from 2,557
Change+216 (+8%)
Value$217.2K (+$5.9K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$216.9K (-$12.0K)
Filed 2026-10-16
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED
Shares2,760 from 2,760
Change0 (0%)
Value$216.1K (-$12.0K)
Filed 2026-10-15
SLT Holdings LLC
NEW
Shares2,749
Change+2,749
Value$215.3K
Filed 2026-10-15
Hohimer Wealth Management, LLC
NEW
Shares2,739
Change+2,739
Value$214.5K
Filed 2026-11-04
NorthLanding Financial Partners, LLC
DECREASED
Shares2,737 from 2,763
Change-26 (-1%)
Value$214.3K (-$14.1K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
NEW
Shares2,732
Change+2,732
Value$213.9K
Filed 2026-10-13
GreatBanc Trust Co
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$211.4K (-$11.7K)
Filed 2026-11-04
Plus Group Wealth Advisors LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$211.4K (-$11.7K)
Filed 2026-10-19
Moller Wealth Partners
INCREASED
Shares2,685 from 2,670
Change+15 (+1%)
Value$210.3K (-$10.4K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,674 from 3,094
Change-420 (-14%)
Value$209.4K (-$46.3K)
Filed 2026-10-26
AlphaStar Capital Management, LLC
NEW
Shares2,648
Change+2,648
Value$207.3K
Filed 2026-10-16
Nova Financial LLC
NEW
Shares2,640
Change+2,640
Value$206.7K
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares2,635 from 2,602
Change+33 (+1%)
Value$206.3K (-$8.7K)
Filed 2026-11-03
Kwmg, LLC
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$203.4K (-$11.3K)
Filed 2026-10-07
TigerOak Management, L.L.C.
INCREASED
Shares2,589 from 2,585
Change+4 (+0%)
Value$202.8K (-$10.9K)
Filed 2026-10-23
Kanawha Capital Management LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$201.6K (-$11.2K)
Filed 2026-10-19
Patten & Patten Inc
NEW
Shares2,558
Change+2,558
Value$200.3K
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares2,558 from 2,616
Change-58 (-2%)
Value$200.3K (-$15.9K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
INCREASED
Shares2,486 from 2,406
Change+80 (+3%)
Value$194.7K (-$4.2K)
Filed 2026-10-21
Cullen T Bankers, Inc.
INCREASED
Shares2,351 from 492
Change+1,859 (+378%)
Value$184.1K (+$143.5K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,314 from 2,549
Change-235 (-9%)
Value$181.2K (-$29.5K)
Filed 2026-10-27
Pioneer Family Office, LLC
INCREASED
Shares2,211 from 2,086
Change+125 (+6%)
Value$173.1K (+$735)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED
Shares2,206 from 385
Change+1,821 (+473%)
Value$172.7K (+$140.9K)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares2,157 from 2,158
Change-1 (0%)
Value$168.9K (-$9.4K)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares2,118 from 2,155
Change-37 (-2%)
Value$165.9K (-$12.3K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$160.5K (-$8.9K)
Filed 2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$163.1K (-$3.2K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,825
Change+1,825
Value$142.9K
Filed 2026-10-21
Powell Investment Advisors, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$142.5K (-$7.9K)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
NEW
Shares1,798
Change+1,798
Value$140.8K
Filed 2026-11-03
RMG Wealth Management LLC
DECREASED
Shares1,784 from 6,941
Change-5,157 (-74%)
Value$141.9K (-$421.7K)
Filed 2026-10-26
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$136.5K (-$7.6K)
Filed 2026-11-03
Investors Research Corp
INCREASED
Shares1,672 from 1,597
Change+75 (+5%)
Value$130.9K (-$1.1K)
Filed 2026-10-07
Coastline Trust Co
DECREASED
Shares1,642 from 5,064
Change-3,422 (-68%)
Value$128.6K (-$290.0K)
Filed 2026-10-01
Balance Wealth Partners LLC
NEW
Shares1,619
Change+1,619
Value$126.8K
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares1,564 from 366
Change+1,198 (+327%)
Value$122.4K (+$92.2K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares1,540 from 1,394
Change+146 (+10%)
Value$120.6K (+$5.3K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares1,516
Change+1,516
Value$118.7K
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$107.6K (-$6.0K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$105.0K (-$5.8K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares1,331 from 1,179
Change+152 (+13%)
Value$104.2K (+$6.8K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares1,325 from 410
Change+915 (+223%)
Value$103.8K (+$69.9K)
Filed 2026-10-29
S.A. Mason LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$102.6K (-$5.7K)
Filed 2026-10-13
Highline Wealth Partners LLC
INCREASED
Shares1,254 from 392
Change+862 (+220%)
Value$98.2K (+$65.8K)
Filed 2026-10-19
Mcdonald Partners LLC
NEW
Shares1,214
Change+1,214
Value$95.1K
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$94.8K (-$5.3K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$94.4K (-$3.5K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares1,098
Change+1,098
Value$86.0K
Filed 2026-11-02
Guardian Partners Inc.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$82.6K (-$4.6K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares1,050 from 1,261
Change-211 (-17%)
Value$82.2K (-$22.0K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW
Shares960
Change+960
Value$75.2K
Filed 2026-10-07
Union Savings Bank
NEW
Shares877
Change+877
Value$68.7K
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares867
Change+867
Value$67.9K
Filed 2026-10-27
Pacifica Partners Inc.
DECREASED
Shares833 from 5,689
Change-4,856 (-85%)
Value$65.1K (-$403.3K)
Filed 2026-10-09
Tompkins Financial Corp
DECREASED
Shares830 from 969
Change-139 (-14%)
Value$65.0K (-$15.1K)
Filed 2026-10-05
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$64.4K (-$3.6K)
Filed 2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$63.0K (-$3.5K)
Filed 2026-10-21
Bokf, NA
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$62.5K (-$3.5K)
Filed 2026-10-27
Chapman Financial Group, LLC
DECREASED
Shares797 from 972
Change-175 (-18%)
Value$62.4K (-$17.9K)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares713 from 249
Change+464 (+186%)
Value$55.8K (+$35.3K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$55.4K (-$3.1K)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares701 from 1,300
Change-599 (-46%)
Value$55 (-$106.9K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED
Shares650 from 603
Change+47 (+8%)
Value$50.9K (+$1.1K)
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$50.4K (-$2.8K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$48.9K (-$2.7K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
NEW
Shares614
Change+614
Value$48.1K
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares607 from 1,382
Change-775 (-56%)
Value$47.5K (-$66.7K)
Filed 2026-10-09
USA Financial Formulas
NEW
Shares582
Change+582
Value$45.6K
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$43.3K (-$2.4K)
Filed 2026-11-04
Hurley Capital, LLC
INCREASED
Shares540 from 533
Change+7 (+1%)
Value$42.3K (-$1.8K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares532 from 484
Change+48 (+10%)
Value$41.7K (+$1.7K)
Filed 2026-10-30
Tradewinds Capital Management, LLC
INCREASED
Shares523 from 459
Change+64 (+14%)
Value$41.0K (+$3.0K)
Filed 2026-10-23
Vision Financial Markets LLC
DECREASED
Shares501 from 2,501
Change-2,000 (-80%)
Value$39.2K (-$167.5K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares487 from 123
Change+364 (+296%)
Value$38.1K (+$28.0K)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$38.1K (-$2.1K)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$37.9K (-$2.1K)
Filed 2026-10-30
POM Investment Strategies, LLC
INCREASED
Shares477 from 242
Change+235 (+97%)
Value$37.3K (+$17.4K)
Filed 2026-10-20
Realta Investment Advisors
DECREASED
Shares477 from 547
Change-70 (-13%)
Value$37.3K (-$7.9K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$35.5K ($0)
Filed 2026-11-05
United Financial Planning Group LLC
INCREASED
Shares414 from 412
Change+2 (+0%)
Value$32.4K (-$1.6K)
Filed 2026-11-04
WestEnd Advisors, LLC
DECREASED
Shares413 from 7,796
Change-7,383 (-95%)
Value$32.4K (-$612.0K)
Filed 2026-10-27
Go Invest LLC
INCREASED
Shares412 from 183
Change+229 (+125%)
Value$32.3K (+$17.2K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
DECREASED
Shares401 from 692
Change-291 (-42%)
Value$31.4K (-$25.8K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$31.3K (-$10.0K)
Filed 2026-10-09
First Bancorp, Inc
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$31.1K (-$1.7K)
Filed 2026-10-26
Southern Michigan Bank & Trust
INCREASED
Shares396 from 300
Change+96 (+32%)
Value$31.0K (+$6.2K)
Filed 2026-10-19
High Note Wealth, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$29.1K (-$1.6K)
Filed 2026-10-27
Wolverine Asset Management LLC
NEW
Shares364
Change+364
Value$28.5K
Filed 2026-11-02
Monetary Solutions, Ltd
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$28.2K (-$1.6K)
Filed 2026-10-22
StrongBox Wealth, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$28.0K (-$1.5K)
Filed 2026-11-02
NBH Bank
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$26.7K (-$1.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares339 from 335
Change+4 (+1%)
Value$26.6K (-$1.1K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$25 (-$27.0K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares317 from 296
Change+21 (+7%)
Value$24.8K (+$360)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares316 from 313
Change+3 (+1%)
Value$24.7K (-$1.1K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$22.8K (-$1.3K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
DECREASED
Shares285 from 427
Change-142 (-33%)
Value$22.3K (-$13.0K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$21.8K (-$1.2K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$21.1K (-$1.2K)
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$20.4K (-$1.1K)
Filed 2026-10-22
Trust Co of Toledo NA
DECREASED
Shares250 from 1,050
Change-800 (-76%)
Value$19.6K (-$67.2K)
Filed 2026-10-16
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$19.3K (-$1.1K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
NEW
Shares244
Change+244
Value$19.1K
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$17.9K (-$989)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$17.6K (-$976)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares220 from 221
Change-1 (0%)
Value$17.2K (-$999)
Filed 2026-10-28
Fiduciary Advisors, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$16.8K (-$929)
Filed 2026-10-16
Vima LLC
DECREASED
Shares178 from 22,631
Change-22,453 (-99%)
Value$13.9K (-$1.9M)
Filed 2026-10-23
Steph & Co
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$13.9K (-$768)
Filed 2026-10-07
Cranbrook Wealth Management, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$13.6K (-$756)
Filed 2026-10-28
Markowski Investments
NEW
Shares163
Change+163
Value$12.8K
Filed 2026-10-30
Private Wealth Management Group, LLC
NEW
Shares158
Change+158
Value$12.4K
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$12.0K (-$666)
Filed 2026-10-15
Biltmore Family Office, LLC
NEW
Shares142
Change+142
Value$11.1K
Filed 2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$10.7K (-$590)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$10.7K (-$590)
Filed 2026-10-27
Axiom Investment Management LLC
NEW
Shares133
Change+133
Value$10.4K
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$10.2K (-$565)
Filed 2026-10-14
Creative Capital Management Investments LLC
NEW
Shares115
Change+115
Value$9.0K
Filed 2026-10-28
Montgomery Financial Services LLC
NEW
Shares114
Change+114
Value$8.9K
Filed 2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$8.4K (-$464)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
NEW
Shares105
Change+105
Value$8.3K
Filed 2026-10-20
Harbor Investment Advisory, LLC
NEW
Shares104
Change+104
Value$8.1K
Filed 2026-10-13
1620 Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.8K (-$434)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares98
Change+98
Value$7.7K
Filed 2026-10-27
Morling Financial Advisors, LLC
NEW
Shares97
Change+97
Value$7.6K
Filed 2026-10-28
SJS Investment Consulting Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$7.6K (-$421)
Filed 2026-10-26
Wilkerson Advisory Group LLC
INCREASED
Shares90 from 88
Change+2 (+2%)
Value$7.0K (-$298)
Filed 2026-10-20
First Command Advisory Services, Inc.
NEW
Shares87
Change+87
Value$6.8K
Filed 2026-11-05
Sima Wealth Partners, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.9K (-$325)
Filed 2026-10-19
Gamma Investing LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$5.8K (-$321)
Filed 2026-10-08
Compass Wealth Management LLC
NEW
Shares70
Change+70
Value$5.5K
Filed 2026-10-22
EPG Wealth Management LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.9K (-$269)
Filed 2026-11-03
Hoese & Co LLP
DECREASED
Shares60 from 218
Change-158 (-72%)
Value$4.7K (-$13.3K)
Filed 2026-10-21
Gables Capital Management Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$3.7K (-$204)
Filed 2026-11-04
Bfsg, LLC
NEW
Shares45
Change+45
Value$3.5K
Filed 2026-10-30
Olistico Wealth, LLC
NEW
Shares42
Change+42
Value$3.3K
Filed 2026-10-05
Team Financial Group, LLC
NEW
Shares38
Change+38
Value$3.0K
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.9K (-$144)
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.9K (-$121)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.8K (-$156)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.5K (-$139)
Filed 2026-10-06
Downshift Financial, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.5K (-$139)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.3K (-$117)
Filed 2026-10-29
Bell Investment Advisors, Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.3K (-$96)
Filed 2026-10-29
Eukles Asset Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.2K (-$121)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
NEW
Shares24
Change+24
Value$1.9K
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.9K (-$104)
Filed 2026-10-21
Beacon Financial Strategies Corp
NEW
Shares23
Change+23
Value$1.8K
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares22
Change+22
Value$1.7K
Filed 2026-10-27
GS Investments, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$95)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$87)
Filed 2026-10-30
Mechanics Financial Corp
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.3K (-$74)
Filed 2026-11-05
Affinity Wealth LLC
NEW
Shares15
Change+15
Value$1.2K
Filed 2026-11-03
Barclays PLC
DECREASED
Shares10 from 2,420,462
Change-2,420,452 (-100%)
Value$784 (-$200.1M)
Filed 2026-11-06
Align Financial, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$392 (-$21)
Filed 2026-10-16
IMG Wealth Management, Inc.
NEW
Shares4
Change+4
Value$313
Filed 2026-10-27
Abound Wealth Management
NEW
Shares1
Change+1
Value$79
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares1 from 42
Change-41 (-98%)
Value$88 (-$3.4K)
Filed 2026-11-06
Hoey Investments, Inc
INCREASED
Shares1 from 0
Change+1
Value$40 (-$1)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$982.7K
Filed 2026-10-29
Uniting Wealth Partners, LLC
CLOSED
Shares0 from 134,062
Change-134,062 (-100%)
Value$0 (-$11.1M)
Filed 2026-11-06
VAN Strum & Towne Inc.
CLOSED
Shares0 from 92,496
Change-92,496 (-100%)
Value$0 (-$7.6M)
Filed 2026-11-06
Hofer & Associates. Inc
CLOSED
Shares0 from 54,824
Change-54,824 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-13
Deutsche Bank Ag\
CLOSED
Shares0 from 50,620
Change-50,620 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
Staley Capital Advisers Inc
CLOSED
Shares0 from 32,890
Change-32,890 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-06
Manchester Capital Management LLC
CLOSED
Shares0 from 22,720
Change-22,720 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
AXS Investments LLC
CLOSED
Shares0 from 20,696
Change-20,696 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Southland Equity Partners LLC
CLOSED
Shares0 from 16,200
Change-16,200 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Iams Wealth Management, LLC
CLOSED
Shares0 from 15,681
Change-15,681 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Legacy Advisors, LLC
CLOSED
Shares0 from 12,303
Change-12,303 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-19
Howard Financial Services, Ltd.
CLOSED
Shares0 from 9,447
Change-9,447 (-100%)
Value$0 (-$780.8K)
Filed 2026-10-15
Garde Capital, Inc.
CLOSED
Shares0 from 9,163
Change-9,163 (-100%)
Value$0 (-$757.3K)
Filed 2026-10-29
MBL Wealth, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$661.2K)
Filed 2026-10-22
Excalibur Management Corp
CLOSED
Shares0 from 6,903
Change-6,903 (-100%)
Value$0 (-$570.5K)
Filed 2026-11-02
Capital Advantage, Inc.
CLOSED
Shares0 from 6,200
Change-6,200 (-100%)
Value$0 (-$512.5K)
Filed 2026-10-14
McAdam, LLC
CLOSED
Shares0 from 5,352
Change-5,352 (-100%)
Value$0 (-$442.4K)
Filed 2026-10-21
Obermeyer Wealth Partners
CLOSED
Shares0 from 4,935
Change-4,935 (-100%)
Value$0 (-$407.9K)
Filed 2026-10-21
Paragon Capital Management Ltd
CLOSED
Shares0 from 4,906
Change-4,906 (-100%)
Value$0 (-$405.5K)
Filed 2026-10-09
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 4,586
Change-4,586 (-100%)
Value$0 (-$379.0K)
Filed 2026-10-21
Greenwood Capital Associates LLC
CLOSED
Shares0 from 4,386
Change-4,386 (-100%)
Value$0 (-$362.5K)
Filed 2026-10-27
Pinkerton Wealth, LLC
CLOSED
Shares0 from 4,265
Change-4,265 (-100%)
Value$0 (-$352.9K)
Filed 2026-10-29
Newport Capital Group, LLC
CLOSED
Shares0 from 3,958
Change-3,958 (-100%)
Value$0 (-$327.2K)
Filed 2026-10-16
One Wealth Capital Management, LLC
CLOSED
Shares0 from 3,850
Change-3,850 (-100%)
Value$0 (-$318.2K)
Filed 2026-10-23
Black Diamond Financial, LLC
CLOSED
Shares0 from 3,792
Change-3,792 (-100%)
Value$0 (-$313.4K)
Filed 2026-10-26
Grove Bank & Trust
CLOSED
Shares0 from 3,789
Change-3,789 (-100%)
Value$0 (-$313.2K)
Filed 2026-10-08
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 3,722
Change-3,722 (-100%)
Value$0 (-$307.6K)
Filed 2026-10-26
Swmg, LLC
CLOSED
Shares0 from 3,553
Change-3,553 (-100%)
Value$0 (-$290.3K)
Filed 2026-10-23
Triad Wealth Partners, LLC
CLOSED
Shares0 from 3,514
Change-3,514 (-100%)
Value$0 (-$285.1K)
Filed 2026-10-26
Valmark Advisers, Inc.
CLOSED
Shares0 from 3,068
Change-3,068 (-100%)
Value$0 (-$253.6K)
Filed 2026-11-06
Compass Financial Group, Inc
CLOSED
Shares0 from 3,033
Change-3,033 (-100%)
Value$0 (-$250.7K)
Filed 2026-10-13
Toth Financial Advisory Corp
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$248.0K)
Filed 2026-10-08
Tranquility Partners, LLC
CLOSED
Shares0 from 2,976
Change-2,976 (-100%)
Value$0 (-$246.0K)
Filed 2026-10-20
Arwa LLC
CLOSED
Shares0 from 2,822
Change-2,822 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-21
LFG Wealth Partners, LLC
CLOSED
Shares0 from 2,776
Change-2,776 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 2,766
Change-2,766 (-100%)
Value$0 (-$228.6K)
Filed 2026-11-02
Capital Management Associates, Inc
CLOSED
Shares0 from 2,592
Change-2,592 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-20
Madrid Wealth Management, LLC
CLOSED
Shares0 from 2,555
Change-2,555 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-23
Sunburst Financial Group, LLC
CLOSED
Shares0 from 2,553
Change-2,553 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-09
HCR Wealth Advisors
CLOSED
Shares0 from 2,534
Change-2,534 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-15
ProVise Management Group, LLC
CLOSED
Shares0 from 2,509
Change-2,509 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 2,503
Change-2,503 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-04
Everest Financial Group LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$206.6K)
Filed 2026-11-06
Northside Capital Management, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
CLOSED
Shares0 from 2,479
Change-2,479 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-21
Victory Financial Group, LLC
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 2,438
Change-2,438 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-21
Robinswood Financial LLC
CLOSED
Shares0 from 1,790
Change-1,790 (-100%)
Value$0 (-$148.0K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$142.0K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 1,466
Change-1,466 (-100%)
Value$0 (-$121.2K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$79.1K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$44.5K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-13
Wells Financial Advisors Inc
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$31.4K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$25.5K)
Filed 2026-10-22
Ares Financial Consulting, LLC
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$19.3K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-14
Kings Path Partners LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-21
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$11)
Filed 2026-11-06
Center for Financial Planning, Inc.
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-26
Kingdom Financial Group Llc.
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$10.7K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-13
Nfsg Corp
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-06
SYM Financial Corp
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-26
Pittenger & Anderson Inc
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$847)
Filed 2026-10-16
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares0 from 0
Change0
Value$30 (-$1)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 120,653,396
Change-120,653,396 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 56,889,419
Change-56,889,419 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,252,432
Change-23,252,432 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,968,104
Change-13,968,104 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,184,832
Change-11,184,832 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,434,239
Change-9,434,239 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,831,122
Change-8,831,122 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,140,228
Change-8,140,228 (-100%)
Value—
Nepc LLC
N/A
Shares— from 7,419,110
Change-7,419,110 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,359,239
Change-7,359,239 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,914,540
Change-5,914,540 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,592,906
Change-5,592,906 (-100%)
Value—
Prudential PLC
N/A
Shares— from 5,359,255
Change-5,359,255 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 5,220,575
Change-5,220,575 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 5,008,438
Change-5,008,438 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,878,704
Change-4,878,704 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,481,108
Change-3,481,108 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 3,133,493
Change-3,133,493 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,246,329
Change-2,246,329 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,759,612
Change-1,759,612 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,675,481
Change-1,675,481 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,602,709
Change-1,602,709 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,542,000
Change-1,542,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,436,086
Change-1,436,086 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,394,338
Change-1,394,338 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,294,171
Change-1,294,171 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,278,897
Change-1,278,897 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 1,169,563
Change-1,169,563 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,044,906
Change-1,044,906 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,021,669
Change-1,021,669 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,015,539
Change-1,015,539 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 997,791
Change-997,791 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 980,080
Change-980,080 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 917,416
Change-917,416 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 885,012
Change-885,012 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 876,200
Change-876,200 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 821,555
Change-821,555 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 817,498
Change-817,498 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 816,167
Change-816,167 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 729,532
Change-729,532 (-100%)
Value—
&partners
N/A
Shares— from 709,689
Change-709,689 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 671,504
Change-671,504 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 661,746
Change-661,746 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 658,720
Change-658,720 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 651,041
Change-651,041 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 649,424
Change-649,424 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 638,941
Change-638,941 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 636,520
Change-636,520 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 613,965
Change-613,965 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 605,000
Change-605,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 600,175
Change-600,175 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 582,699
Change-582,699 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 568,072
Change-568,072 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 557,273
Change-557,273 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 533,201
Change-533,201 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 532,173
Change-532,173 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 530,927
Change-530,927 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 505,082
Change-505,082 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 476,136
Change-476,136 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 461,483
Change-461,483 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 456,652
Change-456,652 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 440,674
Change-440,674 (-100%)
Value—
Allstate Corp
N/A
Shares— from 436,998
Change-436,998 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 436,396
Change-436,396 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 425,525
Change-425,525 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 418,568
Change-418,568 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 406,658
Change-406,658 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 400,595
Change-400,595 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 399,996
Change-399,996 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 394,021
Change-394,021 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 388,878
Change-388,878 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 385,230
Change-385,230 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 381,158
Change-381,158 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 380,053
Change-380,053 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 370,956
Change-370,956 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 367,859
Change-367,859 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 366,780
Change-366,780 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 346,086
Change-346,086 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 325,230
Change-325,230 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 324,053
Change-324,053 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 318,145
Change-318,145 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 302,920
Change-302,920 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 281,848
Change-281,848 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 279,615
Change-279,615 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 278,244
Change-278,244 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 276,123
Change-276,123 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 265,533
Change-265,533 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 256,228
Change-256,228 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 250,212
Change-250,212 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 246,847
Change-246,847 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 242,452
Change-242,452 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 241,237
Change-241,237 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 240,669
Change-240,669 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 231,783
Change-231,783 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 228,381
Change-228,381 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 228,161
Change-228,161 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 227,336
Change-227,336 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 223,824
Change-223,824 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 222,037
Change-222,037 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 216,715
Change-216,715 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 215,558
Change-215,558 (-100%)
Value—
Commerce Bank
N/A
Shares— from 210,918
Change-210,918 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 207,613
Change-207,613 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 201,165
Change-201,165 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 200,405
Change-200,405 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 197,587
Change-197,587 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 196,092
Change-196,092 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 188,917
Change-188,917 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 181,924
Change-181,924 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 178,501
Change-178,501 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 177,479
Change-177,479 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 166,774
Change-166,774 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 165,762
Change-165,762 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 165,116
Change-165,116 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 162,657
Change-162,657 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 161,962
Change-161,962 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 158,428
Change-158,428 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 157,538
Change-157,538 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 155,271
Change-155,271 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 154,295
Change-154,295 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 153,282
Change-153,282 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 149,176
Change-149,176 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 147,791
Change-147,791 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 147,444
Change-147,444 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 144,050
Change-144,050 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 142,549
Change-142,549 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 137,118
Change-137,118 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 136,666
Change-136,666 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 133,995
Change-133,995 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 133,093
Change-133,093 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 130,568
Change-130,568 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 129,652
Change-129,652 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 128,307
Change-128,307 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 127,578
Change-127,578 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 127,351
Change-127,351 (-100%)
Value—
Stephens Inc
N/A
Shares— from 127,224
Change-127,224 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 126,761
Change-126,761 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 126,257
Change-126,257 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 123,736
Change-123,736 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 122,389
Change-122,389 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 122,258
Change-122,258 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 121,178
Change-121,178 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 116,454
Change-116,454 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 114,821
Change-114,821 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 113,435
Change-113,435 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 111,261
Change-111,261 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 110,870
Change-110,870 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 107,991
Change-107,991 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 107,629
Change-107,629 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 104,351
Change-104,351 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 101,857
Change-101,857 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 99,623
Change-99,623 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 93,675
Change-93,675 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 91,682
Change-91,682 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 91,239
Change-91,239 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 88,720
Change-88,720 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 87,446
Change-87,446 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 87,019
Change-87,019 (-100%)
Value—
Blair William & Co
N/A
Shares— from 86,263
Change-86,263 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 85,822
Change-85,822 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 84,872
Change-84,872 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 83,817
Change-83,817 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 82,421
Change-82,421 (-100%)
Value—
FMR LLC
N/A
Shares— from 82,159
Change-82,159 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 80,903
Change-80,903 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 77,417
Change-77,417 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 76,976
Change-76,976 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 75,474
Change-75,474 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 75,402
Change-75,402 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 75,175
Change-75,175 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 75,065
Change-75,065 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 74,776
Change-74,776 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 73,383
Change-73,383 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 73,188
Change-73,188 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 72,837
Change-72,837 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 72,289
Change-72,289 (-100%)
Value—
One William Street Capital Management, L.P.
N/A
Shares— from 71,700
Change-71,700 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 71,246
Change-71,246 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 70,304
Change-70,304 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 69,887
Change-69,887 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 69,674
Change-69,674 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 67,984
Change-67,984 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 67,409
Change-67,409 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 67,116
Change-67,116 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 67,109
Change-67,109 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 66,613
Change-66,613 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 65,586
Change-65,586 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 65,509
Change-65,509 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 64,675
Change-64,675 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 63,245
Change-63,245 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 63,150
Change-63,150 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 62,425
Change-62,425 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 62,368
Change-62,368 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 62,027
Change-62,027 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 61,925
Change-61,925 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 61,076
Change-61,076 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 59,422
Change-59,422 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 59,100
Change-59,100 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 58,734
Change-58,734 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 58,117
Change-58,117 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 57,985
Change-57,985 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 57,578
Change-57,578 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 57,174
Change-57,174 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 56,094
Change-56,094 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 55,391
Change-55,391 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 54,101
Change-54,101 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 53,364
Change-53,364 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 52,782
Change-52,782 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 52,154
Change-52,154 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 52,024
Change-52,024 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 51,302
Change-51,302 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 51,166
Change-51,166 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 51,056
Change-51,056 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 50,562
Change-50,562 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 49,611
Change-49,611 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 49,060
Change-49,060 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 48,083
Change-48,083 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 47,801
Change-47,801 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 47,588
Change-47,588 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 47,306
Change-47,306 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 46,936
Change-46,936 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 45,426
Change-45,426 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 44,376
Change-44,376 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 44,177
Change-44,177 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 43,257
Change-43,257 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,801
Change-41,801 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 41,202
Change-41,202 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 41,199
Change-41,199 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 41,028
Change-41,028 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 40,627
Change-40,627 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 40,363
Change-40,363 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 40,343
Change-40,343 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 40,181
Change-40,181 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 39,234
Change-39,234 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 38,787
Change-38,787 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 38,105
Change-38,105 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 37,988
Change-37,988 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 37,663
Change-37,663 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 37,260
Change-37,260 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 37,251
Change-37,251 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 36,898
Change-36,898 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 36,452
Change-36,452 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 36,376
Change-36,376 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 36,226
Change-36,226 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 35,847
Change-35,847 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,885
Change-33,885 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,710
Change-32,710 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 32,583
Change-32,583 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 32,249
Change-32,249 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 30,965
Change-30,965 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,859
Change-30,859 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 30,724
Change-30,724 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 30,051
Change-30,051 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 28,801
Change-28,801 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 27,930
Change-27,930 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 27,597
Change-27,597 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 27,223
Change-27,223 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,726
Change-26,726 (-100%)
Value—
Betterment LLC
N/A
Shares— from 26,651
Change-26,651 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,630
Change-26,630 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 26,628
Change-26,628 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 25,341
Change-25,341 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 25,334
Change-25,334 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 25,131
Change-25,131 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,633
Change-24,633 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 24,194
Change-24,194 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 23,947
Change-23,947 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 23,842
Change-23,842 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 23,544
Change-23,544 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 23,431
Change-23,431 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 23,411
Change-23,411 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 23,274
Change-23,274 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 23,267
Change-23,267 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 23,180
Change-23,180 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 23,097
Change-23,097 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 22,979
Change-22,979 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 22,765
Change-22,765 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,673
Change-22,673 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 22,544
Change-22,544 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 22,349
Change-22,349 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 22,171
Change-22,171 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 22,167
Change-22,167 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,902
Change-21,902 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 21,377
Change-21,377 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,260
Change-21,260 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,132
Change-21,132 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,793
Change-20,793 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,673
Change-20,673 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 20,521
Change-20,521 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 19,725
Change-19,725 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 18,812
Change-18,812 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 18,322
Change-18,322 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,008
Change-18,008 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,868
Change-17,868 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 17,794
Change-17,794 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 17,474
Change-17,474 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
Man Group plc
N/A
Shares— from 17,264
Change-17,264 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,778
Change-16,778 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 16,523
Change-16,523 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 15,942
Change-15,942 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 15,891
Change-15,891 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,752
Change-15,752 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 15,543
Change-15,543 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 15,407
Change-15,407 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 13,273
Change-13,273 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 13,099
Change-13,099 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 13,071
Change-13,071 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 12,287
Change-12,287 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,106
Change-12,106 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 11,941
Change-11,941 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 11,729
Change-11,729 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,622
Change-11,622 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 11,478
Change-11,478 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,344
Change-11,344 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 11,145
Change-11,145 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 10,917
Change-10,917 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,283
Change-9,283 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,563
Change-8,563 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,538
Change-7,538 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 7,023
Change-7,023 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 6,816
Change-6,816 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,372
Change-6,372 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Centennial Bank
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
American Trust
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,598
Change-4,598 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,485
Change-4,485 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 967
Change-967 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 752
Change-752 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Allianz SE
N/A
Shares— from 430
Change-430 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 416
Change-416 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 215
Change-215 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 206
Change-206 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 90
Change-90 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 73
Change-73 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 56
Change-56 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
BNP Paribas
N/A
Shares— from 1
Change-1 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED99,629,86095,703,099+3,926,761+4%$7.9B$7.8B-$107.8M2026-11-06
Creative Planning
INCREASED28,916,19027,848,061+1,068,129+4%$2.3B$2.3B-$37.2M2026-11-02
LPL Financial LLC
INCREASED12,069,67411,734,683+334,991+3%$969.9M$945.2M-$24.7M2026-11-06
PNC Financial Services Group, Inc.
INCREASED4,676,5284,629,469+47,059+1%$382.6M$366.2M-$16.4M2026-11-06
Facet Wealth, Inc.
INCREASED2,881,2662,299,189+582,077+25%$190.0M$225.6M+$35.6M2026-11-04
Blue Trust, Inc.
INCREASED2,569,6482,552,753+16,895+1%$211.0M$201.2M-$9.8M2026-10-15
Bank of New York Mellon Corp
INCREASED2,349,6772,202,952+146,725+7%$182.1M$184.0M+$1.9M2026-11-05
First Interstate Bank
INCREASED2,155,1012,148,198+6,903+0%$177.5M$168.8M-$8.8M2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED1,968,2392,681,213-712,974-27%$221.6M$154.1M-$67.5M2026-11-04
Bernicke Wealth Management, Ltd.
INCREASED1,889,2041,808,658+80,546+4%$149.5M$147.9M-$1.5M2026-11-06
Strategic Investment Management, LLC
NEW1,734,960—+1,734,960——$135.9M—2026-10-20
Legacy Edge Advisors, LLC
INCREASED1,528,5831,372,355+156,228+11%$113.4M$119.7M+$6.3M2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED1,517,1231,424,549+92,574+7%$117.7M$118.8M+$1.1M2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,494,8231,454,830+39,993+3%$120.2M$117.1M-$3.2M2026-10-27
Assetmark, Inc
INCREASED1,412,1761,317,245+94,931+7%$108.9M$110.6M+$1.7M2026-10-21
Thrivent Financial for Lutherans
INCREASED1,396,298224,833+1,171,465+521%$18.6M$109.3K-$18.5M2026-11-05
Davidson Capital Management Inc.
INCREASED1,326,4471,313,317+13,130+1%$108.5M$103.9M-$4.7M2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED1,238,8091,197,667+41,142+3%$99.0M$97.0M-$2.0M2026-10-16
Rebalance, LLC
INCREASED1,233,3841,193,980+39,404+3%$98.7M$96.6M-$2.1M2026-10-22
Constellation Investments, Inc.
DECREASED1,107,7631,275,335-167,572-13%$105.4M$86.7M-$18.7M2026-10-28
One Way Holdings LLC
INCREASED1,007,514900,339+107,175+12%$74.4M$78.9M+$4.5M2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED1,005,5831,010,021-4,4380%$73.2M$69.9M-$3.3M2026-10-13
Mather Group, Llc.
INCREASED1,000,805997,362+3,443+0%$82.4M$78.4M-$4.1M2026-10-14
Busey Bank
INCREASED933,225918,403+14,822+2%$75.9M$73.1M-$2.8M2026-10-26
Keybank National Association
DECREASED870,255877,347-7,092-1%$72.5M$68.1M-$4.4M2026-11-04
Patriot Investment Management Group, Inc.
INCREASED869,821852,735+17,086+2%$70.5M$68.1M-$2.4M2026-10-15
Truist Financial Corp
INCREASED832,964719,637+113,327+16%$59.5M$65.2M+$5.8M2026-10-30
Florida Trust Wealth Management Co
INCREASED822,630735,069+87,561+12%$60.8M$64.4M+$3.7M2026-11-05
CWA Asset Management Group, LLC
INCREASED822,393804,327+18,066+2%$66.5M$64.4M-$2.1M2026-10-19
Steele Capital Management, Inc.
INCREASED775,664762,109+13,555+2%$63.0M$60.7M-$2.2M2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED743,052764,743-21,691-3%$63.2M$58.2M-$5.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED722,499730,920-8,421-1%$60.4M$56.6K-$60.4M2026-11-02
Focused Wealth Management, Inc
INCREASED708,824649,173+59,651+9%$53.7M$55.5M+$1.9M2026-10-30
Savant Capital, LLC
DECREASED702,232748,988-46,756-6%$61.7M$55.0M-$6.7M2026-11-06
Dodds Wealth, LLC
DECREASED694,315712,028-17,713-2%$58.8M$54.4M-$4.5M2026-11-02
Hanson & Doremus Investment Management
INCREASED692,004661,001+31,003+5%$54.6M$54.2K-$54.6M2026-10-16
Commonwealth Equity Services, LLC
DECREASED662,445795,228-132,783-17%$65.7M$51.9M-$13.8M2026-11-02
DecisionPoint Financial, LLC
INCREASED656,277601,336+54,941+9%$49.4M$51.3M+$1.9M2026-10-27
Evergreen Advisors, LLC
INCREASED641,417637,756+3,661+1%$52.7M$50.2M-$2.5M2026-10-28
Greenspring Advisors, LLC
INCREASED639,702240,250+399,452+166%$19.9M$50.1M+$30.2M2026-11-05
Arista Wealth Management, LLC
INCREASED632,752613,150+19,602+3%$50.7M$49.6M-$1.1M2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED627,698631,125-3,427-1%$52.2M$49.2M-$3.0M2026-10-29
Financial Advisory Partners, LLC
DECREASED627,292686,270-58,978-9%$56.7M$49.1M-$7.6M2026-10-23
Marion Wealth Management
INCREASED553,331522,764+30,567+6%$43.2M$43.3M+$125.0K2026-10-22
Rosenberg Matthew Hamilton
INCREASED537,523523,636+13,887+3%$43.3M$42.1M-$1.2M2026-10-05
MilWealth Group LLC
INCREASED529,036516,400+12,636+2%$42.7M$41.4M-$1.3M2026-11-02
Bishop & Co Investment Management, LLC
DECREASED524,720533,408-8,688-2%$44.1M$41.1M-$3.0M2026-11-05
Apella Capital, LLC
INCREASED516,265323,739+192,526+59%$26.5M$40.4M+$13.9M2026-10-08
Scott Capital Advisors, LLC
INCREASED506,821356,028+150,793+42%$29.4M$39.7M+$10.2M2026-10-13
BIP Wealth, LLC
INCREASED485,758468,863+16,895+4%$38.8M$38.0M-$711.8K2026-10-22
Southern Farm Bureau Life Insurance
UNCHANGED480,641480,64100%$39.7M$37.7K-$39.7M2026-10-15
Newton One Investments LLC
INCREASED462,114447,083+15,031+3%$37.0M$36.2M-$763.3K2026-10-14
Ironwood Wealth Management, Llc.
INCREASED451,547329,314+122,233+37%$27.2M$35.4M+$8.1M2026-10-28
Citigroup Inc
INCREASED433,176392,533+40,643+10%$32.4M$33.9M+$1.5M2026-11-04
25 LLC
INCREASED429,337397,366+31,971+8%$32.8M$33.6M+$779.1K2026-10-13
Summit Asset Management, LLC
INCREASED429,173416,901+12,272+3%$34.5M$33.6M-$848.4K2026-11-05
Vise Technologies, Inc.
INCREASED427,313406,927+20,386+5%$33.6M$33.5M-$169.6K2026-10-29
Great Lakes Retirement, Inc.
INCREASED424,478412,499+11,979+3%$34.1M$33.2M-$852.2K2026-10-26
Meridian Management Co
DECREASED422,596428,030-5,434-1%$35.4M$33.1M-$2.3M2026-11-06
TD Private Client Wealth LLC
INCREASED412,952400,976+11,976+3%$33.1M$32.3M-$802.4K2026-10-28
Hudock, Inc.
DECREASED412,140496,838-84,698-17%$41.1M$32.3M-$8.8M2026-10-14
Foundation Wealth Management, Llc\pa
INCREASED408,161377,159+31,002+8%$31.2M$32.0M+$790.9K2026-10-14
Pioneer Wealth Management Group
INCREASED404,127391,356+12,771+3%$32.3M$31.6M-$698.4K2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED397,153346,715+50,438+15%$28.7M$31.1M+$2.4M2026-10-22
Park Avenue Securities LLC
INCREASED375,349352,980+22,369+6%$29.2M$29.4K-$29.1M2026-10-26
Financial Synergies Wealth Advisors, Inc.
NEW370,116—+370,116——$29.0M—2026-10-16
Lebenthal Global Advisors, LLC
INCREASED357,919330,099+27,820+8%$27.3M$28.0M+$746.0K2026-10-28
Old National Bancorp
DECREASED342,870379,883-37,013-10%$31.4M$26.9M-$4.5M2026-10-20
Winch Advisory Services, LLC
INCREASED330,830326,324+4,506+1%$27.0M$25.9M-$1.1M2026-11-06
Concurrent Investment Advisors, LLC
DECREASED329,757522,804-193,047-37%$43.2M$25.8M-$17.4M2026-10-16
Parallel Advisors, LLC
DECREASED325,575326,164-5890%$27.0M$25.5M-$1.5M2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED323,460304,388+19,072+6%$25.2M$25.3M+$172.5K2026-11-04
Essex LLC
DECREASED321,953353,279-31,326-9%$29.2M$25.2M-$4.0M2026-10-14
Wedmont Private Capital
INCREASED318,05771,749+246,308+343%$5.9M$25.0M+$19.1M2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED302,745415,986-113,241-27%$34.4M$23.7M-$10.7M2026-11-05
Allen Investment Management, LLC
DECREASED292,333301,467-9,134-3%$24.9M$22.9M-$2.0M2026-11-03
Kestra Advisory Services, LLC
INCREASED289,383261,504+27,879+11%$21.6M$22.7M+$1.0M2026-11-02
Rational Advisors, Inc.
DECREASED289,241291,785-2,544-1%$24.1M$22.7M-$1.5M2026-11-02
Net Worth Advisory Group
INCREASED284,335271,123+13,212+5%$22.4M$22.2M-$193.2K2026-10-20
Avior Wealth Management, LLC
INCREASED280,208269,493+10,715+4%$22.3M$21.9M-$330.5K2026-10-13
Greenwood Gearhart LLC
INCREASED278,53487,804+190,730+217%$7.3M$21.8M+$14.6M2026-11-02
1834 Investment Advisors Co
DECREASED272,122304,808-32,686-11%$25.2M$21.3M-$3.9M2026-10-16
McLean Asset Management Corp
INCREASED269,002236,905+32,097+14%$19.3M$21.5M+$2.2M2026-11-06
RKL Wealth Management LLC
INCREASED260,837258,946+1,891+1%$21.4M$20.4M-$975.7K2026-10-16
Insight Wealth Partners, LLC
DECREASED258,777277,432-18,655-7%$22.9M$20.3M-$2.7M2026-10-26
Hassell Wealth Management, LLC
DECREASED257,878272,231-14,353-5%$22.3M$20.2M-$2.1M2026-10-19
GoalFusion Wealth Management, LLC
DECREASED255,217262,321-7,104-3%$21.7M$20.0M-$1.7M2026-10-06
Equita Financial Network, Inc.
INCREASED253,271228,767+24,504+11%$18.9M$19.8M+$926.0K2026-10-19
Arbor Wealth Management Llc\az
INCREASED251,225241,437+9,788+4%$20.0M$19.7M-$281.3K2026-10-20
Union Bancaire Privee, UBP SA
DECREASED249,387271,831-22,444-8%$22.5M$19.5M-$3.0M2026-11-04
Twin Cities Retirement Group LLC
INCREASED247,354237,048+10,306+4%$19.6M$19.4M-$221.7K2026-10-16
BlueSky Wealth Advisors, LLC
DECREASED243,515255,153-11,638-5%$21.1M$19.1M-$2.0M2026-10-29
XY Planning Network, Inc.
INCREASED241,575220,232+21,343+10%$18.2M$18.9M+$715.5K2026-10-14
Financial Management Network Inc
INCREASED239,880231,805+8,075+3%$19.0M$18.7M-$288.2K2026-10-09
SpringVest Wealth Management LLC
DECREASED231,732251,390-19,658-8%$20.8M$18.1M-$2.6M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED226,830327,930-101,100-31%$27.0M$17.7M-$9.2M2026-11-05
Financial Futures Ltd Liability Co.
INCREASED226,624222,143+4,481+2%$18.4M$17.7M-$613.2K2026-10-13
Gibbs Wealth Management
INCREASED222,936192,749+30,187+16%$15.9M$17.5M+$1.5M2026-10-22
Fifth Third Bancorp
INCREASED218,829209,423+9,406+4%$17.3M$17.1M-$172.3K2026-11-05
RFG Holdings, Inc.
INCREASED218,225183,633+34,592+19%$15.2M$15.2M+$57.0K2026-10-30
Coyle Financial Counsel LLC
INCREASED211,897189,477+22,420+12%$15.7M$16.6M+$933.3K2026-10-28
First National Trust Co
DECREASED209,753217,375-7,622-4%$18.0M$16.4M-$1.5M2026-10-28
Alliance Wealth Advisors, LLC
INCREASED207,314183,469+23,845+13%$15.2M$16.2M+$1.1M2026-10-28
Cypress Financial Planning LLC
DECREASED205,708484,328-278,620-58%$40.0M$16.1M-$23.9M2026-10-09
Evergreen Capital Management LLC
INCREASED204,718201,144+3,574+2%$16.6M$16.0M-$593.2K2026-10-23
Rakuten Investment Management, Inc.
DECREASED203,067331,167-128,100-39%$27.5M$15.9M-$11.6M2026-10-30
Powers Advisory Group, LLC
INCREASED201,327195,822+5,505+3%$16.2M$15.8M-$418.8K2026-10-14
Towerpoint Wealth, LLC
INCREASED199,974189,622+10,352+5%$15.7M$15.7M-$12.3K2026-10-13
Fortune 45 LLC
INCREASED196,617188,877+7,740+4%$15.6M$15.4M-$213.9K2026-10-14
Benchmark Financial, LLC
INCREASED196,064179,426+16,638+9%$14.8M$15.4M+$524.2K2026-10-16
Morton Brown Family Wealth, LLC
INCREASED194,976180,706+14,270+8%$14.9M$15.3M+$333.2K2026-10-23
Capital Advisors Wealth Management, LLC
DECREASED194,760438,817-244,057-56%$36.3M$15.3M-$21.0M2026-10-09
Modera Wealth Management, LLC
DECREASED191,056203,084-12,028-6%$16.8M$15.0M-$1.8M2026-10-28
Luminvest Wealth Management LLC
DECREASED190,610255,861-65,251-25%$21.1M$14.9M-$6.2M2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED188,442178,813+9,629+5%$14.8M$14.8M-$22.0K2026-10-13
Country Trust Bank
NEW187,664—+187,664——$14.7M—2026-10-30
Procyon Advisors, LLC
INCREASED183,151176,606+6,545+4%$14.6M$14.3M-$254.0K2026-10-21
Financial Freedom, LLC
DECREASED182,381187,578-5,197-3%$15.5M$14.3M-$1.2M2026-11-06
Pacific Capital Wealth Advisors, Inc.
DECREASED181,869360,601-178,732-50%$29.8M$14.2M-$15.6M2026-10-22
Shotwell Rutter Baer Inc
INCREASED178,159170,966+7,193+4%$14.1M$14.0M-$178.7K2026-10-14
Sage Rhino Capital LLC
INCREASED176,719169,895+6,824+4%$14.0M$13.8M-$203.0K2026-10-28
Matrix Trust Co
INCREASED174,978173,344+1,634+1%$14.3K$13.7K-$6242026-10-07
Peak Financial Management, Inc.
INCREASED173,415170,334+3,081+2%$14.1M$13.6M-$498.0K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED160,687168,428-7,741-5%$13.9M$12.6M-$1.3M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED159,472127,475+31,997+25%$10.5M$12.5M+$2.0M2026-11-06
Apollon Wealth Management, LLC
DECREASED156,313705,578-549,265-78%$58.3M$12.2M-$46.1M2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED156,090140,081+16,009+11%$11.6M$12.2M+$645.7K2026-10-22
Erickson Financial Group, LLC
INCREASED156,082150,752+5,330+4%$12.5M$12.2M-$236.9K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
DECREASED153,789154,193-4040%$12.7M$12.0M-$700.9K2026-10-28
Stolz & Associates, PS
INCREASED151,763140,188+11,575+8%$11.6M$11.9M+$298.0K2026-11-05
iA Global Asset Management Inc.
INCREASED151,741146,321+5,420+4%$12.1M$11.9K-$12.1M2026-10-29
Cambridge Advisors Inc.
INCREASED147,266145,292+1,974+1%$12.0M$11.5M-$476.0K2026-10-19
BluePrint Investing LLC
INCREASED147,102138,532+8,570+6%$11.4M$11.5M+$69.9K2026-10-14
Revisor Wealth Management LLC
INCREASED146,914138,506+8,408+6%$11.4M$11.6M+$148.7K2026-10-20
TSG Advice Partners, LLC
NEW146,254—+146,254——$12.1M—2026-10-29
Hurlow Wealth Management Group, Inc.
INCREASED144,403130,290+14,113+11%$10.8M$11.3M+$539.7K2026-10-29
Wealth Management Nebraska
INCREASED144,163129,276+14,887+12%$10.7M$11.3M+$604.7K2026-10-26
Websterrogers Financial Advisors, LLC
INCREASED142,22792,516+49,711+54%$7.6M$11.1M+$3.5M2026-11-02
Acropolis Investment Management, LLC
INCREASED139,39578,750+60,645+77%$6.5M$10.9M+$4.4M2026-10-08
Power Wealth Management LLC
DECREASED138,391277,171-138,780-50%$22.9M$10.8M-$12.1M2026-10-27
Davenport & Co LLC
INCREASED137,633126,106+11,527+9%$10.4M$10.8M+$355.4K2026-10-14
IFP Advisors, Inc
INCREASED136,800132,460+4,340+3%$10.9M$10.7M-$235.0K2026-10-16
Family CFO Inc
INCREASED134,404119,883+14,521+12%$9.9M$10.5M+$616.9K2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED134,040137,546-3,506-3%$11.4M$10.5M-$871.5K2026-10-05
Curbstone Financial Management Corp
DECREASED132,648138,508-5,860-4%$11.4M$10.4M-$1.1M2026-10-21
Envision Financial LLC
INCREASED131,227124,185+7,042+6%$10.3M$10.3M+$12.5K2026-10-15
Westover Capital Advisors, LLC
NEW129,603—+129,603——$10.1M—2026-10-26
Diversify Advisory Services, LLC
DECREASED127,660132,193-4,533-3%$10.7M$10.1M-$664.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED127,660132,193-4,533-3%$10.7M$10.1M-$664.8K2026-10-20
Frisco Financial Planning LLC
INCREASED127,328124,918+2,410+2%$10.3M$10.0M-$353.4K2026-10-05
MFA Wealth Advisors, LLC
INCREASED127,319122,932+4,387+4%$10.2M$10.0M-$190.0K2026-10-07
Sagace Wealth Management LLC
INCREASED123,393116,544+6,849+6%$9.6M$9.7M+$30.5K2026-10-28
AA Financial Advisors, LLC
INCREASED123,154107,008+16,146+15%$8.8M$9.6M+$800.0K2026-10-19
Warwick Investment Management, Inc.
INCREASED123,013102,993+20,020+19%$8.5M$9.6M+$1.1M2026-10-19
Stone Loft Wealth Management LLC
INCREASED122,90656,394+66,512+118%$4.6M$9.6M+$5.0M2026-11-03
Glenview Trust Co
INCREASED122,31488,816+33,498+38%$7.3M$9.6M+$2.2M2026-10-28
NYL Investors LLC
DECREASED120,562122,372-1,810-1%$10.1M$9.4M-$672.8K2026-11-03
Farrell Financial LLC
INCREASED120,500109,291+11,209+10%$9.0M$9.4M+$403.5K2026-10-16
Winthrop Capital Management, LLC
INCREASED119,223116,385+2,838+2%$9.6M$9.3M-$282.6K2026-11-05
Global Assets Advisory, LLC
INCREASED117,865114,810+3,055+3%$9.4M$9.2M-$266.3K2026-10-28
Juncture Wealth Strategies, LLC
INCREASED117,383108,280+9,103+8%$8.9M$9.2M+$242.9K2026-10-06
B.A. Schrock Wealth Management, Inc.
NEW117,212—+117,212——$9.2M—2026-10-15
McMill Wealth Management
INCREASED117,0385,094+111,944+2198%$304.0K$9.2M+$8.9M2026-11-05
Oakwell Private Wealth Management, LLC
INCREASED116,781104,608+12,173+12%$8.6M$9.1M+$499.3K2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED115,190115,391-2010%$9.5M$9.0M-$412.7K2026-10-13
Central Trust Co
INCREASED114,720108,804+5,916+5%$9.0M$9.0M-$8.9K2026-11-05
Stone Summit Wealth LLC
INCREASED114,312100,089+14,223+14%$8.3M$9.0M+$679.4K2026-10-14
Fagan Associates, Inc.
INCREASED114,124113,075+1,049+1%$9.3M$8.9M-$408.6K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED113,025110,024+3,001+3%$9.1M$8.9M-$242.5K2026-11-04
Dynamic Advisor Solutions LLC
INCREASED111,982111,112+870+1%$9.2M$8.8M-$414.0K2026-10-13
Integrated Advisors Network LLC
INCREASED110,949108,734+2,215+2%$9.0M$8.7M-$298.5K2026-10-20
Fortress Financial Solutions, LLC
NEW109,871—+109,871——$8.6M—2026-10-14
Retirement Systems of Alabama
INCREASED109,59529,820+79,775+268%$2.5M$8.6M+$6.1M2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED109,268104,323+4,945+5%$8.6M$8.6K-$8.6M2026-10-14
Pacific Wealth Management
INCREASED108,63898,270+10,368+11%$8.1M$8.5M+$385.5K2026-10-05
Partners in Financial Planning
INCREASED106,505100,930+5,575+6%$8.3M$8.3M-$1.5K2026-11-06
Verus Wealth Management, LLC
DECREASED106,396108,331-1,935-2%$9.0M$8.3M-$621.7K2026-10-13
CMH Wealth Management LLC
DECREASED106,081111,825-5,744-5%$9.2M$8.3M-$935.1K2026-10-22
Mechanics Bank Trust Department
INCREASED105,63499,281+6,353+6%$8.2M$8.3M+$66.6K2026-10-13
D.A. Davidson & Co.
INCREASED105,14156,233+48,908+87%$4.6M$8.2M+$3.6M2026-10-28
Prospera Capital Management, LLC
INCREASED104,29825,787+78,511+304%$2.1M$8.2M+$6.0M2026-10-19
Meridian Wealth Management, LLC
INCREASED104,02196,225+7,796+8%$8.0M$8.1M+$193.0K2026-11-05
Sigma Investment Counselors Inc
INCREASED102,11293,077+9,035+10%$7.7M$8.0M+$303.5K2026-10-27
Lauer Wealth, LLC
INCREASED101,38982,705+18,684+23%$6.8M$8.0M+$1.2M2026-10-13
Integrity Investment Advisors, LLC
INCREASED99,34394,265+5,078+5%$7.8M$7.8M-$11.5K2026-11-03
Ashton Thomas Securities, LLC
INCREASED98,27297,300+972+1%$8.0M$7.7M-$346.1K2026-10-26
Principal Financial Group Inc
DECREASED97,947195,676-97,729-50%$16.2M$7.7M-$8.5M2026-11-02
J.W. Cole Advisors, Inc.
DECREASED97,43498,214-780-1%$8.1M$7.6M-$487.3K2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
DECREASED96,350102,191-5,841-6%$8.4M$7.5M-$900.9K2026-10-21
Telos Capital Management, Inc.
INCREASED95,33087,276+8,054+9%$7.2M$7.5M+$251.9K2026-11-02
Clarity Wealth Development LLC
INCREASED94,64075,720+18,920+25%$6.3M$7.4M+$1.2M2026-10-22
Oppenheimer & Co Inc
INCREASED92,94685,704+7,242+8%$7.1M$7.3M+$195.2K2026-10-26
Sowell Financial Services LLC
DECREASED91,97492,688-714-1%$7.7M$7.2M-$458.2K2026-10-23
Systelligence, LLC
INCREASED91,48470,133+21,351+30%$5.8M$18.1M+$12.3M2026-11-05
Prospera Financial Services Inc
INCREASED91,17085,431+5,739+7%$7.1M$7.3M+$204.4K2026-11-04
Cordoba Advisory Partners LLC
INCREASED89,2133,163+86,050+2721%$261.4K$7.0M+$6.7M2026-10-19
CGN Advisors LLC
INCREASED89,12675,521+13,605+18%$6.2M$7.0M+$737.6K2026-10-21
Brindle & Bay Financial Advisors, LLC
DECREASED87,75495,867-8,113-8%$7.9M$6.9M-$1.1M2026-10-15
Lanark Financial, Inc.
INCREASED87,24286,263+979+1%$7.1M$6.8M-$297.8K2026-10-26
Sanders Morris Harris LLC
NEW86,749—+86,749——$6.8M—2026-10-14
Lido Advisors, LLC
INCREASED86,66527,878+58,787+211%$2.3M$6.8M+$4.5M2026-11-04
Brucke Financial, Inc.
INCREASED86,17680,961+5,215+6%$6.7M$6.7M+$57.0K2026-10-23
Copper Harbor Investment Advisors, LLC
DECREASED86,129105,938-19,809-19%$8.8M$6.7M-$2.0M2026-10-16
Phillips Financial Management, LLC
DECREASED85,83887,797-1,959-2%$7.3M$6.7M-$534.5K2026-10-19
Farther Finance Advisors, LLC
DECREASED84,72488,076-3,352-4%$7.3M$6.6M-$644.9K2026-10-08
Atria Investments, Inc
INCREASED83,55773,787+9,770+13%$6.1M$6.5M+$444.9K2026-10-15
Altus Wealth Group LLC
INCREASED82,42673,364+9,062+12%$6.1M$6.5M+$391.2K2026-10-20
Sigma Planning Corp
INCREASED81,47475,777+5,697+8%$6.3M$6.4M+$117.2K2026-10-23
Little House Capital LLC
DECREASED80,89585,540-4,645-5%$7.1M$6.3M-$735.0K2026-11-06
Graetz Wealth LLC
DECREASED80,07585,765-5,690-7%$7.1M$6.3M-$817.8K2026-10-27
Merit Financial Group, LLC
DECREASED79,76783,458-3,691-4%$6.9M$6.2M-$651.2K2026-11-06
Montag A & Associates Inc
DECREASED78,15191,449-13,298-15%$7.6M$6.1M-$1.4M2026-10-29
Perigon Wealth Management, LLC
INCREASED77,86975,644+2,225+3%$6.3M$6.1M-$154.1K2026-10-22
Analyst IMS Investment Management Services Ltd.
INCREASED75,57871,292+4,286+6%$5.9M$5.9K-$5.9M2026-11-05
HBK Sorce Advisory LLC
DECREASED73,85975,811-1,952-3%$6.2M$5.9M-$278.7K2026-11-06
Auour Investments LLC
INCREASED72,99072,382+608+1%$6.0M$5.7M-$266.5K2026-10-28
Golden Bell Financial Planning LLC
INCREASED72,74970,619+2,130+3%$5.8M$5.7M-$139.7K2026-11-02
Overbrook Management Corp
INCREASED72,66770,381+2,286+3%$5.8M$5.7M-$126.4K2026-10-08
Signal Advisors Wealth, LLC
INCREASED71,92268,682+3,240+5%$5.7M$5.6M-$44.4K2026-10-13
Curran Financial Partners, LLC
INCREASED71,85062,476+9,374+15%$5.2M$5.6M+$462.9K2026-11-04
Buska Wealth Management, LLC
DECREASED69,31986,334-17,015-20%$7.1M$5.4M-$1.7M2026-10-08
Fifth Third Securities, Inc.
INCREASED69,27444,578+24,696+55%$3.7M$5.4M+$1.7M2026-10-21
Level Four Advisory Services, LLC
DECREASED69,23672,109-2,873-4%$6.0M$5.4M-$537.9K2026-11-06
First Pacific Financial
DECREASED68,58371,708-3,125-4%$5.9M$5.4M-$555.9K2026-10-14
Sovran Advisors, LLC
INCREASED67,65162,875+4,776+8%$5.1M$5.4M+$254.0K2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED67,58471,155-3,571-5%$5.9M$5.3M-$588.4K2026-10-08
Arvest Investments, Inc.
DECREASED67,23683,311-16,075-19%$6.9M$5.3M-$1.6M2026-10-21
Daiwa Securities Group Inc.
INCREASED66,69064,390+2,300+4%$5.3M$5.2M-$99.3K2026-10-29
Yoder Wealth Management, Inc.
DECREASED66,37167,871-1,500-2%$5.6M$5.2M-$409.4K2026-10-13
Monument Capital Management
INCREASED65,88964,161+1,728+3%$5.3M$5.2M-$143.2K2026-10-09
XML Financial, LLC
DECREASED65,75572,094-6,339-9%$6.0M$5.1M-$809.3K2026-10-29
Guardian Wealth Management, Inc.
INCREASED65,08958,682+6,407+11%$4.9M$5.1M+$247.0K2026-10-30
MMA Asset Management LLC
DECREASED63,72571,184-7,459-10%$5.9M$5.0M-$893.0K2026-11-02
Foster Group, Inc.
INCREASED63,70544,028+19,677+45%$3.6M$5.0M+$1.3M2026-10-13
Titan Investment Management LLC
INCREASED63,55953,800+9,759+18%$4.4M$5.0M+$530.7K2026-10-22
BetterWealth, LLC
INCREASED63,51662,187+1,329+2%$5.1M$5.0M-$165.9K2026-10-15
Allworth Financial LP
INCREASED63,14258,850+4,292+7%$4.9M$5.2M+$354.7K2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED62,84660,316+2,530+4%$5.0M$4.9M-$63.6K2026-10-05
Portside Wealth Group, LLC
INCREASED62,43656,371+6,065+11%$4.7M$4.9M+$230.4K2026-10-20
Koshinski Asset Management, Inc.
INCREASED62,39960,311+2,088+3%$5.0M$4.9M-$98.2K2026-10-29
KMG Fiduciary Partners, LLC
INCREASED62,36061,327+1,033+2%$5.1M$4.9M-$185.3K2026-10-14
Epiq Partners, LLC
INCREASED60,82755,061+5,766+10%$4.6M$4.8M+$212.6K2026-10-07
CVS Health Corp
UNCHANGED60,00060,00000%$5.0M$4.7M-$260.4K2026-11-05
Bryn Mawr Trust Advisors, LLC
INCREASED59,89054,538+5,352+10%$4.5M$4.7M+$182.4K2026-11-04
W.H. Cornerstone Investments Inc.
DECREASED59,86365,936-6,073-9%$5.4M$4.7M-$761.7K2026-11-03
MGO One Seven LLC
INCREASED59,82154,696+5,125+9%$4.5M$4.7M+$164.0K2026-10-28
Finivi Inc.
DECREASED59,462123,173-63,711-52%$10.2M$4.7M-$5.5M2026-10-13
Avant Financial Advisors LLC
INCREASED59,46056,116+3,344+6%$4.6M$4.7M+$18.3K2026-11-02
Lynx Investment Advisory
INCREASED58,98151,033+7,948+16%$4.2M$4.6M+$401.0K2026-10-27
PFG Advisors
DECREASED58,82362,123-3,300-5%$5.1M$4.6M-$528.0K2026-10-16
Marietta Wealth Management, LLC
INCREASED57,70852,511+5,197+10%$4.3M$4.5M+$191.8K2026-10-22
Blueline Advisors LLC
DECREASED56,76357,952-1,189-2%$4.8M$4.4M-$344.6K2026-10-15
Cypress Wealth Services, LLC
DECREASED56,08956,220-1310%$4.6M$4.4M-$258.2K2026-10-21
Novem Group
INCREASED55,98052,683+3,297+6%$4.4M$4.4M+$29.6K2026-10-19
Titleist Asset Management, LLC
INCREASED55,48444,529+10,955+25%$3.7M$4.3M+$664.6K2026-10-08
Braun-Bostich & Associates Inc.
DECREASED55,17757,762-2,585-4%$4.8M$4.3M-$453.1K2026-10-20
Independent Financial Group, LLC
INCREASED54,15149,770+4,381+9%$4.1M$4.2M+$127.1K2026-10-13
Aries Wealth Management
INCREASED53,97953,050+929+2%$4.4M$4.2M-$157.5K2026-10-23
Advisory Solutions Group, LLC
INCREASED53,39051,764+1,626+3%$4.3M$4.2M-$97.3K2026-10-14
Perennial Advisors, LLC
INCREASED53,26051,398+1,862+4%$4.2M$4.2M-$77.3K2026-10-13
Anchor Capital Advisors LLC
DECREASED52,88753,048-1610%$4.4M$4.1M-$242.8K2026-11-05
Cherrydale Wealth Management, LLC
INCREASED52,71751,701+1,016+2%$4.3M$4.1M-$145.2K2026-10-20
Stonebridge Financial Planning Group, LLC
DECREASED52,50962,739-10,230-16%$5.2M$4.1M-$1.1M2026-11-06
Brookstone Capital Management
DECREASED51,91860,229-8,311-14%$5.0M$4.1M-$912.2K2026-10-22
Focus Financial Network, Inc.
INCREASED51,83816,096+35,742+222%$1.3M$4.1M+$2.7M2026-10-14
Regions Financial Corp
DECREASED51,37288,002-36,630-42%$7.3M$4.0M-$3.3M2026-11-05
Market Street Wealth Management Advisors LLC
DECREASED50,74058,965-8,225-14%$4.9M$4.0M-$900.1K2026-10-09
Peterson Wealth Management
DECREASED50,586227,319-176,733-78%$18.8M$4.0M-$14.8M2026-11-06
Partners Wealth Management, LLC
NEW50,379—+50,379——$3.9M—2026-10-28
Breakwater Capital Group
INCREASED49,96646,448+3,518+8%$3.8M$3.9M+$73.9K2026-10-09
Coston, McIsaac & Partners
INCREASED49,79949,707+92+0%$4.1M$3.9M-$208.2K2026-11-06
Inman Jager Wealth Management, LLC
INCREASED49,38639,748+9,638+24%$3.3M$3.9M+$582.3K2026-11-05
Williams Financial, LLC
INCREASED48,54747,500+1,047+2%$3.9M$3.8M-$124.2K2026-10-19
Harfst & Associates, Inc.
DECREASED48,09849,286-1,188-2%$4.1M$3.8M-$306.9K2026-10-20
Parsons Capital Management Inc
DECREASED47,97048,511-541-1%$4.0M$3.8M-$252.9K2026-10-28
OxenFree Capital LLC
INCREASED47,67344,096+3,577+8%$3.6M$3.7M+$116.2K2026-10-07
Citizens Financial Group Inc
INCREASED46,9669,326+37,640+404%$770.8K$3.7M+$2.9M2026-10-23
LexAurum Advisors, LLC
DECREASED46,83566,668-19,833-30%$5.5M$3.7M-$1.8M2026-10-19
MBE Wealth Management, LLC
DECREASED46,70246,782-800%$3.9M$3.7M-$209.3K2026-10-26
Y.D. More Investments Ltd
INCREASED46,70044,414+2,286+5%$3.7M$3.7M-$13.6K2026-11-02
Bull Street Advisors, LLC
INCREASED45,92945,701+228+1%$3.8M$3.6K-$3.8M2026-10-20
Seven Mile Advisory
INCREASED44,72743,523+1,204+3%$3.6M$3.5M-$94.6K2026-10-22
Planning Strategies Inc.
INCREASED44,16444,019+145+0%$3.6M$3.5M-$179.7K2026-10-02
Rossby Financial, LCC
INCREASED43,95527,867+16,088+58%$2.3M$3.4M+$1.1M2026-11-05
Compass Financial Group, Inc. (Ohio)
INCREASED43,93143,096+835+2%$3.6M$3.4M-$121.6K2026-10-19
Tandem Investment Partners LLC
INCREASED43,91043,720+190+0%$3.6M$3.4M-$174.9K2026-10-16
Meitav Investment House LTD
INCREASED43,13329,427+13,706+47%$2.4M$3.4M+$942.5K2026-10-28
Verde Capital Management
DECREASED43,05357,887-14,834-26%$4.8M$3.4M-$1.4M2026-10-28
United Community Bank
DECREASED42,39946,469-4,070-9%$3.8M$3.3M-$520.4K2026-10-28
Friedenthal Financial
INCREASED42,26135,669+6,592+18%$2.9M$3.3M+$361.4K2026-10-27
Quartz Partners, LLC
INCREASED42,05938,898+3,161+8%$3.2M$3.3M+$78.7K2026-11-03
CRA Financial Services, LLC
DECREASED41,94247,321-5,379-11%$3.9M$3.3M-$626.6K2026-10-16
Axxcess Wealth Management, LLC
DECREASED41,61146,484-4,873-10%$3.8M$3.3M-$583.4K2026-10-21
Mengis Capital Management, Inc.
INCREASED41,11024,926+16,184+65%$2.1M$3.2M+$1.2M2026-10-13
Sheets Smith Wealth Management
INCREASED40,56039,218+1,342+3%$3.2M$3.2M-$65.1K2026-10-16
TME Financial, Inc.
INCREASED40,53936,994+3,545+10%$3.1M$3.2M+$117.0K2026-10-14
4Wealth Advisors, Inc.
INCREASED40,44837,408+3,040+8%$3.1M$3.2M+$66.6K2026-10-13
Riverbend Wealth Management, LLC
INCREASED39,12129,475+9,646+33%$2.4M$3.1M+$627.4K2026-10-15
Smith Partners Wealth Management, LLC
INCREASED38,81025,877+12,933+50%$2.1M$3.0M+$900.5K2026-11-05
PVG Asset Management Corp
DECREASED38,75238,978-226-1%$3.2M$3.0M-$186.9K2026-10-19
Redw Wealth LLC
DECREASED38,26638,943-677-2%$3.2M$3.0M-$222.0K2026-11-02
Legacy Private Trust Co.
INCREASED38,03810,283+27,755+270%$849.9K$3.0M+$2.1M2026-10-06
Simon Quick Advisors, LLC
DECREASED37,94740,503-2,556-6%$3.3M$3.0M-$375.9K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED37,60536,629+976+3%$3.0M$2.9M-$82.5K2026-10-23
Transcendent Capital Group LLC
INCREASED37,07332,758+4,315+13%$2.7M$2.9M+$195.8K2026-10-28
TD Waterhouse Canada Inc.
DECREASED37,03985,077-48,038-56%$7.0M$2.9M-$4.1M2026-10-16
Glass Jacobson Investment Advisors llc
INCREASED36,72034,956+1,764+5%$2.9M$2.9M-$13.6K2026-10-26
rebel Financial LLC
INCREASED36,56810,350+26,218+253%$855.5K$2.9M+$2.0M2026-11-04
Aberdeen Group plc
INCREASED36,5058,132+28,373+349%$672.1K$1.9M+$1.2M2026-11-06
Ascent Wealth Partners, LLC
INCREASED35,00729,325+5,682+19%$2.4M$2.7M+$317.7K2026-10-23
Reicon Wealth Advisors, LLC
INCREASED34,95532,682+2,273+7%$2.7M$2.7M+$36.2K2026-11-04
Carl P. Sherr & Co., LLC
DECREASED34,78437,094-2,310-6%$3.1M$2.7M-$341.9K2026-11-06
Seamount Financial Group Inc
INCREASED34,70633,153+1,553+5%$2.7M$2.7M-$22.3K2026-10-21
King Luther Capital Management Corp
UNCHANGED34,06534,06500%$2.8M$2.7M-$147.8K2026-11-05
Appalachian Capital Management Ltd
INCREASED34,01132,932+1,079+3%$2.7M$2.7M-$58.4K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED32,73711,824+20,913+177%$977.2K$2.6M+$1.6M2026-11-04
HB Wealth Management, LLC
INCREASED32,55630,777+1,779+6%$2.5M$2.5M+$5.7K2026-10-23
Forza Wealth Management, LLC
DECREASED32,49035,507-3,017-8%$2.9M$2.5M-$390.4K2026-10-20
Nottingham Advisors, Inc.
INCREASED32,48031,670+810+3%$2.6M$2.5M-$50.1K2026-10-29
Towne Trust Company, N.a
INCREASED32,37929,006+3,373+12%$2.4M$2.5M+$138.3K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED32,31728,379+3,938+14%$2.3M$2.5M+$185.3K2026-11-03
Uncommon Cents Investing Inc
INCREASED31,44823,993+7,455+31%$2.0M$2.5M+$479.7K2026-10-20
TriaGen Wealth Management LLC
INCREASED31,22729,501+1,726+6%$2.4M$2.4M+$7.1K2026-10-14
Vicus Capital
INCREASED31,14128,597+2,544+9%$2.4M$2.4M+$75.1K2026-11-05
Latigo Investments, LLC
DECREASED29,97386,019-56,046-65%$7.1M$2.3M-$4.8M2026-10-29
Midwest Trust Co
INCREASED29,79025,722+4,068+16%$2.1M$2.3M+$206.9K2026-10-22
RMR Capital Management, LLC
INCREASED29,43529,427+8+0%$2.4M$2.3M-$127.0K2026-10-23
Simplicity Wealth,LLC
DECREASED29,00572,632-43,627-60%$6.0M$2.3M-$3.7M2026-10-23
Life Planning Partners, Inc
INCREASED28,65826,140+2,518+10%$2.2M$2.2M+$83.7K2026-10-28
JBGlobal.com LLC
DECREASED28,12056,383-28,263-50%$4.7M$2.2M-$2.5M2026-10-13
Moors & Cabot, Inc.
INCREASED28,09824,179+3,919+16%$2.0M$2.2M+$202.0K2026-11-06
Prosperity Advisers, LLC
INCREASED27,89327,132+761+3%$2.2M$2.2M-$58.2K2026-10-28
SC&H Financial Advisors, Inc.
DECREASED27,71127,827-1160%$2.3M$2.2M-$129.9K2026-10-14
Thrive Capital Management, LLC
DECREASED27,59933,070-5,471-17%$2.7M$2.2M-$572.0K2026-10-28
US Bancorp \de\
INCREASED27,57026,037+1,533+6%$2.2M$2.2M+$7.0K2026-11-05
Topel & Distasi Wealth Management, LLC
INCREASED27,33227,149+183+1%$2.2M$2.1M-$103.5K2026-11-05
Investment Partners, Ltd.
NEW26,962—+26,962——$2.1M—2026-10-29
Addis & Hill, Inc
UNCHANGED26,53626,53600%$2.2M$2.2M$02026-10-19
Trek Financial, LLC
DECREASED26,50235,922-9,420-26%$3.0M$2.1M-$893.6K2026-10-29
Diversified Portfolios, Inc.
DECREASED26,32533,816-7,491-22%$2.8M$2.1M-$733.4K2026-11-04
Leeward Financial Partners, LLC
INCREASED26,27024,983+1,287+5%$2.1M$2.1M-$7.6K2026-10-23
Pekin Hardy Strauss, Inc.
DECREASED26,22627,160-934-3%$2.2M$2.1M-$191.0K2026-11-02
James Investment Research, Inc.
UNCHANGED25,75325,75300%$2.1M$2.0M-$111.8K2026-10-22
Steinberganna Wealth Management
INCREASED25,69520,650+5,045+24%$1.7M$2.0M+$305.5K2026-10-23
Firestone Capital Management
INCREASED25,49220,367+5,125+25%$1.7M$2.0M+$312.9K2026-11-03
True Link Financial Advisors, LLC
UNCHANGED24,89224,89200%$2.1M$1.9M-$108.0K2026-10-27
Hobart Private Capital, LLC
INCREASED24,75421,595+3,159+15%$1.8M$1.9M+$153.7K2026-10-19
Wesbanco Bank Inc
INCREASED24,38517,371+7,014+40%$1.4M$1.9M+$473.9K2026-11-04
Stash Investments, LLC
INCREASED24,2798,969+15,310+171%$741.3K$1.9M+$1.2M2026-10-26
Apollon Financial, LLC
INCREASED24,22722,586+1,641+7%$1.9M$1.9M+$30.5K2026-10-23
Indivisible Partners
INCREASED23,9047,010+16,894+241%$579.3K$1.9M+$1.3M2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED23,90219,313+4,589+24%$1.6M$1.9M+$275.6K2026-10-22
Sincerus Advisory, LLC
DECREASED23,85624,563-707-3%$2.0M$1.9M-$162.0K2026-10-09
Bigelow Investment Advisors, LLC
INCREASED23,81623,727+89+0%$2.0M$1.9M-$96.0K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED23,77223,394+378+2%$1.9M$1.9M-$71.9K2026-10-13
Creative Financial Designs Inc
DECREASED23,562291,373-267,811-92%$24.1M$1.8M-$22.2M2026-11-04
Capital Investment Advisory Services, LLC
INCREASED23,1231,873+21,250+1135%$154.8K$1.8M+$1.7M2026-10-30
Capital Investment Advisors, LLC
INCREASED22,91715,243+7,674+50%$1.3M$1.8M+$534.8K2026-10-22
NBT Bank, N.A.
UNCHANGED22,89422,89400%$1.9M$1.8M-$99.4K2026-10-21
Bath Savings Trust Co
INCREASED22,84620,319+2,527+12%$1.7M$1.8M+$109.7K2026-10-07
Clarity Capital Advisors, LLC
INCREASED22,78620,726+2,060+10%$1.7M$1.8M+$71.3K2026-10-27
Chicago Partners Investment Group LLC
INCREASED22,18921,962+227+1%$1.8M$1.8M-$23.1K2026-10-27
Ramiah Investment Group
DECREASED22,16627,502-5,336-19%$2.3M$1.7M-$537.2K2026-10-20
Archvest Wealth Advisors, Inc.
DECREASED22,03422,194-160-1%$1.8M$1.7M-$108.9K2026-10-29
21 West Wealth Management LLC
DECREASED21,95757,240-35,283-62%$4.7M$1.7M-$3.0M2026-10-13
Rockwood Wealth Management, LLC
INCREASED21,6465,848+15,798+270%$483.3K$1.7M+$1.2M2026-10-27
North Star Investment Management Corp.
INCREASED21,57419,987+1,587+8%$1.7M$1.7M+$37.6K2026-10-27
North Forty Two & Co.
DECREASED21,52221,617-950%$1.8M$1.7M-$101.3K2026-10-19
VestGen Advisors, LLC
INCREASED21,25921,032+227+1%$1.7M$1.7M-$73.6K2026-10-27
BridgePort Financial Solutions, LLC
DECREASED20,88324,199-3,316-14%$2.0M$1.6M-$364.7K2026-11-02
AGF Management LTD
DECREASED20,64022,240-1,600-7%$1.8M$1.6M-$221.8K2026-11-03
Global Financial Private Client, LLC
INCREASED20,28220,273+9+0%$1.7M$1.6M-$87.3K2026-10-15
Agate Pass Investment Management, LLC
DECREASED20,03124,653-4,622-19%$2.0M$1.6M-$468.9K2026-10-20
Founders Financial Securities LLC
INCREASED19,9995,251+14,748+281%$434.0K$1.6M+$1.1M2026-10-28
Virtue Capital Management, LLC
DECREASED19,98421,605-1,621-7%$1.8M$1.6M-$220.7K2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
DECREASED19,90322,958-3,055-13%$1.9M$1.6K-$1.9M2026-10-26
TCI Wealth Advisors, Inc.
NEW19,867—+19,867——$1.6M—2026-10-30
Rinkey Investments
DECREASED19,73422,798-3,064-13%$1.9M$1.5M-$338.9K2026-10-28
Insight Inv LLC
DECREASED19,64120,631-990-5%$1.7M$1.5M-$167.1K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED19,36016,605+2,755+17%$555.8K$1.5K-$554.3K2026-11-04
Hickory Point Bank & Trust
INCREASED19,05510,455+8,600+82%$864.1K$1.5M+$628.1K2026-10-01
Redhawk Wealth Advisors, Inc.
DECREASED19,03019,884-854-4%$1.6M$1.5M-$153.2K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED18,80737,305-18,498-50%$3.1M$1.5M-$1.6M2026-10-21
Prosperity Planning, Inc.
INCREASED18,7829,092+9,690+107%$751.4K$1.5M+$719.4K2026-10-09
Horizon Financial Services, LLC
DECREASED18,75919,473-714-4%$1.6M$1.5M-$140.4K2026-11-04
Prudent Investor Advisors, LLC
NEW18,756—+18,756——$1.5M—2026-10-22
Genesee Capital Advisors, LLC
DECREASED18,67918,788-109-1%$1.6M$1.5M-$90.0K2026-10-20
Private Trust Co NA
INCREASED18,61012,979+5,631+43%$1.1M$1.5M+$384.6K2026-10-20
TBH Global Asset Management, LLC
DECREASED18,29718,511-214-1%$1.5M$1.4M-$97.1K2026-11-03
Naples Global Advisors, LLC
DECREASED17,99518,497-502-3%$1.5M$1.4M-$119.6K2026-11-05
Gilbert Capital Group, Inc.
DECREASED17,70421,721-4,017-18%$1.8M$1.4M-$408.8K2026-10-28
Bellecapital International Ltd.
INCREASED17,67617,321+355+2%$1.4M$1.4M-$47.4K2026-10-21
Clearstead Advisors, LLC
INCREASED17,2953,100+14,195+458%$256.2K$1.4M+$1.1M2026-11-06
Noesis Capital Mangement Corp
INCREASED17,29015,635+1,655+11%$1.3M$1.4M+$61.7K2026-10-26
Ascentis Independent Advisors
NEW17,156—+17,156——$1.3M—2026-11-03
Integrity Advisory Solutions, LLC
INCREASED16,94216,134+808+5%$1.3M$1.3M-$6.8K2026-10-29
Pinnacle Associates LTD
DECREASED16,88517,081-196-1%$1.4M$1.3M-$89.5K2026-10-20
BAM Wealth Management, LLC
DECREASED16,88418,331-1,447-8%$1.5M$1.3M-$192.9K2026-10-15
First Horizon Corp
DECREASED16,79318,253-1,460-8%$1.5M$1.3M-$193.6K2026-10-26
Bria Capital Group, LLC
NEW16,762—+16,762——$1.3M—2026-10-22
Pines Wealth Management, LLC
INCREASED16,71315,745+968+6%$1.3M$1.3M+$7.5K2026-10-21
IPG Investment Advisors LLC
UNCHANGED16,50016,50000%$1.4M$1.3M-$71.6K2026-10-30
Accretive Wealth Partners, LLC
INCREASED16,40015,915+485+3%$1.3M$1.3M-$31.1K2026-11-06
Pictet North America Advisors SA
DECREASED16,27031,370-15,100-48%$2.6M$1.3M-$1.3M2026-10-21
Northern Lights Advisors, Inc.
INCREASED16,12715,637+490+3%$1.3M$1.3M-$29.5K2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED16,06817,053-985-6%$1.4M$1.3M-$151.1K2026-10-26
Outlook Wealth Advisors, LLC
INCREASED15,97214,777+1,195+8%$1.2M$1.3M+$31.5K2026-10-28
StoneX Group Inc.
DECREASED15,93818,413-2,475-13%$1.5M$1.2M-$274.3K2026-11-03
Reap Financial Group, LLC
INCREASED15,80813,232+2,576+19%$1.1M$1.2M+$144.3K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED15,74815,447+301+2%$1.3M$1.2M-$43.4K2026-10-26
Twele Capital Management, Inc.
INCREASED15,68115,345+336+2%$1.3M$1.2M-$40.3K2026-10-13
Encompass More Asset Management
INCREASED15,63813,754+1,884+14%$1.1M$1.2M+$87.8K2026-10-16
Compagnie Lombard Odier SCmA
DECREASED15,41719,431-4,014-21%$1.6M$1.2M-$398.7K2026-11-04
Werba Rubin Papier Wealth Management
INCREASED15,39615,206+190+1%$1.3M$1.2M-$51.1K2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED14,81115,370-559-4%$1.3M$1.2M-$110.5K2026-10-09
Cornerstone Wealth Group, LLC
INCREASED14,70014,551+149+1%$1.2M$1.2M-$51.5K2026-11-02
FF Advisors,LLC
INCREASED14,5696,956+7,613+109%$574.9K$1.1M+$566.0K2026-10-21
Independence Bank of Kentucky
DECREASED14,46415,583-1,119-7%$1.3M$1.1M-$155.3K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED14,45713,592+865+6%$1.1M$1.1M+$8.7K2026-10-20
Brighton Securities Corp.
INCREASED14,37814,306+72+1%$1.2M$1.1M-$56.4K2026-10-08
Cedar Point Capital Partners, LLC
INCREASED14,32413,691+633+5%$1.1M$1.1M-$9.8K2026-10-29
Connecticut Wealth Management, LLC
INCREASED14,27613,896+380+3%$1.1M$1.1M-$30.5K2026-10-13
Kagan Cocozza Asset Management
DECREASED14,26214,312-500%$1.2M$1.1M-$66.0K2026-10-19
Providence First Trust Co
DECREASED14,07520,255-6,180-31%$1.7M$1.1M-$571.8K2026-11-02
GK Wealth Management LLC
DECREASED13,97414,163-189-1%$1.2M$1.1M-$76.3K2026-10-09
Liberty Capital Management, Inc.
INCREASED13,86912,327+1,542+13%$1.0M$1.1M+$67.3K2026-11-02
Ballast Financial Advisors LLC
INCREASED13,86213,780+82+1%$1.1M$1.1M-$53.4K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED13,56012,797+763+6%$1.1M$1.1M+$4.3K2026-10-14
Patten Group, Inc.
DECREASED13,45414,267-813-6%$1.2M$1.1M-$125.6K2026-10-26
Independent Wealth Network Inc.
DECREASED13,43113,602-171-1%$1.1M$1.1M-$72.4K2026-10-19
GEM Asset Management, LLC
DECREASED13,31213,917-605-4%$1.2M$1.0M-$107.7K2026-10-13
Center For Asset Management LLC
DECREASED13,24926,496-13,247-50%$2.2M$1.0M-$1.2M2026-10-16
Sonata Capital Group Inc
INCREASED13,22013,160+60+0%$1.1M$1.0M-$52.4K2026-10-19
Concord Wealth Partners
DECREASED13,14413,436-292-2%$1.1M$1.0M-$81.2K2026-11-02
Maia Wealth LLC
DECREASED13,14313,752-609-4%$1.1M$1.0M-$107.4K2026-10-19
Silver Oak Advisory Group, Inc.
INCREASED13,14113,134+7+0%$1.1M$1.0M-$55.9K2026-11-06
Sweeney & Michel, LLC
INCREASED12,8629,125+3,737+41%$742.9K$1.0M+$264.3K2026-10-16
Tennessee Valley Asset Management Partners
DECREASED12,82512,986-161-1%$1.1M$1.0M-$68.9K2026-11-03
Brooklyn FI, LLC
INCREASED12,77112,668+103+1%$1.0M$1.0M-$13.1K2026-11-05
Gleason Group, Inc.
INCREASED12,7416,064+6,677+110%$501.2K$997.8K+$496.6K2026-10-15
Vilga Financial Planning LLC
INCREASED12,64012,373+267+2%$1.0M$989.8K-$32.8K2026-10-09
Meridian Financial Advisors, LLC
INCREASED12,60912,301+308+3%$1.0M$987.4K-$29.3K2026-10-14
SAX Wealth Advisors, LLC
INCREASED12,56611,054+1,512+14%$914.7K$984.0K+$69.3K2026-10-13
SevenBridge Financial Group, LLC
DECREASED12,45814,924-2,466-17%$1.2M$981.8K-$233.3K2026-10-26
Aspire Private Capital, LLC
INCREASED12,3539,886+2,467+25%$817.0K$967.4K+$150.4K2026-11-05
Silverlake Wealth Management LLC
DECREASED12,07812,208-130-1%$1.0M$945.8K-$63.2K2026-10-21
Cooper Financial Group
DECREASED12,05813,458-1,400-10%$1.1M$944.3K-$168.0K2026-10-07
Murphy & Mullick Capital Management Corp
DECREASED11,95211,966-140%$989.0K$936.0K-$53.0K2026-11-02
Strategic Blueprint, LLC
DECREASED11,82712,780-953-7%$1.1M$926.2K-$130.1K2026-10-22
Granite Islands Private Wealth, LLC
DECREASED11,82111,912-91-1%$984.6K$925.7K-$58.8K2026-10-16
Compass Ion Advisors, LLC
DECREASED11,73811,909-171-1%$984.3K$919.2K-$65.1K2026-10-23
Neumann Capital Management, LLC
NEW11,700—+11,700——$916.2K—2026-10-15
HUB Investment Partners, LLC
INCREASED11,6617,728+3,933+51%$638.7K$913.1K+$274.5K2026-11-03
Stablepoint Partners, LLC
INCREASED11,62010,321+1,299+13%$853.0K$910.0K+$57.0K2026-11-03
International Assets Investment Management, LLC
INCREASED11,5739,784+1,789+18%$804.1K$904.2K+$100.1K2026-11-02
Autumn Glory Partners, LLC
NEW11,550—+11,550——$904.5K—2026-10-26
Frank, Rimerman Advisors LLC
DECREASED11,50511,755-250-2%$971.6K$901.0K-$70.6K2026-10-16
Sage Financial Group Inc
INCREASED11,4849,339+2,145+23%$771.9K$899.3K+$127.4K2026-10-27
High Net Worth Advisory Group LLC
DECREASED11,43612,234-798-7%$1.0M$895.6K-$115.6K2026-10-26
Shum Financial Group, Inc.
INCREASED11,34911,020+329+3%$910.8K$888.7K-$22.1K2026-10-13
Petersen Hastings Wealth Advisors Inc.
DECREASED11,31712,611-1,294-10%$1.0M$886.2K-$156.1K2026-10-27
Duncker Streett & Co Inc
INCREASED11,19010,938+252+2%$904.0K$876.3K-$27.7K2026-10-27
Moneywise, Inc.
NEW11,145—+11,145——$872.7K—2026-10-30
Choreo, LLC
DECREASED11,08312,667-1,584-12%$1.0M$867.9K-$178.7K2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED10,92810,347+581+6%$855.2K$855.8K+$5992026-10-08
Tower Trust & Investment Co
UNCHANGED10,92310,92300%$902.8K$855.4K-$47.4K2026-10-28
Amicus Financial Advisors, LLC
INCREASED10,8679,949+918+9%$822.3K$851.0K+$28.7K2026-11-03
Spire Wealth Management
DECREASED10,85311,498-645-6%$950.3K$849.9K-$100.4K2026-10-30
Arta Finance Wealth Management LLC
INCREASED10,7219,763+958+10%$803.7K$835.9K+$32.2K2026-10-28
FC Advisory LLC
DECREASED10,68310,698-150%$884.2K$836.6K-$47.6K2026-10-05
Venture Visionary Partners LLC
DECREASED10,67810,707-290%$885.0K$836.2K-$48.7K2026-10-07
Baker Ellis Asset Management LLC
INCREASED10,65010,000+650+7%$826.5K$834.0K+$7.5K2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED10,57510,57500%$874.0K$828.1K-$45.9K2026-11-03
MFA Wealth Services
INCREASED10,5749,787+787+8%$808.9K$828.0K+$19.1K2026-10-14
Triumph Capital Management
INCREASED10,56210,560+2+0%$872.8K$827.1K-$45.7K2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED10,46510,46500%$864.9K$864.9K$02026-11-03
Smithbridge Asset Management Inc
DECREASED10,45014,677-4,227-29%$1.2M$818.3K-$394.7K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
DECREASED10,40710,682-275-3%$882.9K$815.0K-$67.9K2026-10-23
Carter Financial Group, Inc.
INCREASED10,3929,490+902+10%$784.3K$813.8K+$29.5K2026-10-21
LeConte Wealth Management, LLC
DECREASED10,37915,203-4,824-32%$1.3M$812.8K-$443.7K2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED9,9709,912+58+1%$819.2K$780.8K-$38.5K2026-11-04
First United Bank & Trust
INCREASED9,9298,554+1,375+16%$707.0K$777.5K+$70.6K2026-10-22
Defined Wealth Management, LLC
INCREASED9,8359,819+16+0%$811.5K$770.2K-$41.3K2026-10-19
Wedbush Securities Inc
DECREASED9,6799,870-191-2%$816.0K$758-$815.2K2026-10-22
Provenance Wealth Advisors, LLC
NEW9,654—+9,654——$756.0K—2026-10-30
Three Bridge Wealth Advisors, LLC
INCREASED9,6359,442+193+2%$780.4K$754.5K-$25.9K2026-11-05
Bdfs Capital LLC
INCREASED9,5449,314+230+2%$769.8K$747.4K-$22.4K2026-10-14
JFS Wealth Advisors, LLC
INCREASED9,4659,451+14+0%$781.1K$741.2K-$39.9K2026-11-03
Fiduciary Alliance LLC
INCREASED9,2809,055+225+2%$748.4K$726.7K-$21.7K2026-10-13
SRH Advisors, LLC
UNCHANGED9,2789,27800%$766.8K$726.6K-$40.3K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED9,0687,355+1,713+23%$607.9K$710.1K+$102.2K2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED8,9989,486-488-5%$784.0K$704.6K-$79.4K2026-10-19
Capital Asset Advisory Services LLC
DECREASED8,9479,759-812-8%$806.6K$711.0K-$95.6K2026-10-30
IVC Wealth Advisors LLC
DECREASED8,9399,248-309-3%$764.3K$700.0K-$64.3K2026-10-23
Harmony Asset Management LLC
INCREASED8,7737,351+1,422+19%$607.5K$687.0K+$79.4K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED8,7548,495+259+3%$702.1K$685.5K-$16.6K2026-10-21
Keener Financial Planning LLC
INCREASED8,7228,315+407+5%$687.0K$683.0K-$4.0K2026-11-06
Grandview Asset Management LLC
DECREASED8,70912,701-3,992-31%$1.0M$682.0K-$367.7K2026-10-19
Retirement Financial Solutions, LLC
DECREASED8,6549,548-894-9%$789.1K$677.7K-$111.4K2026-10-20
Idaho Trust Co
DECREASED8,50110,939-2,438-22%$904.1K$665.7K-$238.4K2026-11-04
Nisa Investment Advisors, LLC
DECREASED8,446520,571-512,125-98%$43.0M$661.4K-$42.4M2026-10-20
LFA - Lugano Financial Advisors SA
INCREASED8,3968,044+352+4%$664.8K$657.5K-$7.3K2026-11-03
Mission Wealth Management, LP
DECREASED8,39210,480-2,088-20%$866.2K$657.2K-$209.0K2026-10-15
Maseco LLP
INCREASED8,3645,974+2,390+40%$493.7K$655.1K+$161.4K2026-10-27
Fullerton Advisors, LLC
INCREASED8,3558,261+94+1%$682.8K$654.3K-$28.4K2026-10-14
Valeo Financial Advisors, LLC
DECREASED8,3298,907-578-6%$736.1K$652.2K-$83.9K2026-10-08
Kuhn & Co Investment Counsel
NEW8,164—+8,164——$639.3K—2026-10-29
Cordatus Wealth Management LLC
UNCHANGED8,1378,13700%$672.5K$637.2K-$35.3K2026-10-19
Cynosure Group, LLC
DECREASED8,09610,049-1,953-19%$830.5K$634.1K-$196.4K2026-11-03
Capstone Capital LLC
DECREASED8,0518,480-429-5%$700.9K$630.5K-$70.4K2026-10-14
Leo Wealth, LLC
NEW8,020—+8,020——$628.1K—2026-10-26
SBI Securities Co., Ltd.
DECREASED7,8838,864-981-11%$732.6K$617.3K-$115.3K2026-10-22
Texas Bank & Trust Co
INCREASED7,8733,138+4,735+151%$259.4K$616.5K+$357.2K2026-11-04
Condor Capital Management
INCREASED7,7967,704+92+1%$636.8K$610.5K-$26.3K2026-11-06
Joel Isaacson & Co., LLC
INCREASED7,7927,762+30+0%$641.5K$610.2K-$31.4K2026-11-05
United Advisor Group, LLC
INCREASED7,7894,178+3,611+86%$345.3K$610.0K+$264.7K2026-11-03
Vision Capital Management, Inc.
UNCHANGED7,7897,78900%$643.8K$610.0K-$33.8K2026-10-20
RFG Advisory, LLC
INCREASED7,7737,582+191+3%$626.7K$608.7K-$17.9K2026-11-03
Collective Family Office LLC
DECREASED7,75810,177-2,419-24%$841.1K$607.5K-$233.6K2026-10-05
AUA Capital Management, LLC
DECREASED7,7137,739-260%$639.6K$604.0K-$35.6K2026-10-15
Altfest L J & Co Inc
UNCHANGED7,6737,67300%$634.2K$600.9K-$33.3K2026-10-27
Narus Financial Partners, LLC
DECREASED7,6147,890-276-3%$652.1K$596.3K-$55.9K2026-10-19
Ascent Group, LLC
INCREASED7,5857,501+84+1%$620.0K$594.0K-$26.0K2026-10-30
Aprio Wealth Management, LLC
DECREASED7,5279,045-1,518-17%$747.5K$589.5K-$158.1K2026-10-28
International Private Wealth Advisors LLC
DECREASED7,3307,354-240%$607.8K$574.0K-$33.8K2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED7,3107,345-350%$607.0K$572.4K-$34.6K2026-10-29
Evanson Financial, LLC
DECREASED7,2867,814-528-7%$645.8K$570.6K-$75.2K2026-10-23
Seelaus Asset Management LLC
DECREASED7,2788,027-749-9%$663.4K$569.9K-$93.5K2026-10-14
Gould Asset Management LLC
DECREASED7,2387,243-50%$598.7K$566.8K-$31.8K2026-11-06
Nicholas Wealth, Llc.
DECREASED7,1928,161-969-12%$674.5K$563.2K-$111.2K2026-10-26
Integrity Alliance, Llc.
INCREASED7,1696,888+281+4%$569.4K$561.5K-$7.9K2026-10-29
Financial Network Wealth Advisors LLC
INCREASED7,1616,179+982+16%$510.7K$560.8K+$50.1K2026-10-28
Financial Management Professionals, Inc.
UNCHANGED7,0627,06200%$583.7K$553.0K-$30.6K2026-10-23
Baker Tilly Wealth Management, LLC
INCREASED6,9986,728+270+4%$556.1K$548.0K-$8.1K2026-10-05
Meriwether Wealth & Planning, LLC
INCREASED6,9776,747+230+3%$557.6K$546.4K-$11.3K2026-10-13
Norden Group LLC
INCREASED6,9706,955+15+0%$574.8K$545.8K-$29.0K2026-10-20
Evolution Wealth Advisors, LLC
UNCHANGED6,9406,94000%$573.6K$543.5K-$30.1K2026-11-03
Jacobi Capital Management LLC
INCREASED6,8746,837+37+1%$565.1K$538.3K-$26.8K2026-11-05
Carnegie Investment Counsel
DECREASED6,8718,220-1,349-16%$679.4K$538.1K-$141.3K2026-10-20
Calder Financial LLC
INCREASED6,8536,734+119+2%$556.6K$536.7K-$19.9K2026-10-13
Greenleaf Trust
INCREASED6,8204,064+2,756+68%$335.9K$534.1K+$198.2K2026-10-29
Sage Capital Management, LLC
INCREASED6,6856,625+60+1%$548.0K$523.9K-$24.1K2026-10-20
Associated Banc-Corp
INCREASED6,6444,635+2,009+43%$383.1K$520.3K+$137.2K2026-10-30
Clark Asset Management, LLC
INCREASED6,6106,560+50+1%$542.2K$517.6K-$24.6K2026-10-19
Hunter Associates Investment Management LLC
INCREASED6,5296,488+41+1%$536.0K$511-$535.5K2026-10-26
Fortune Financial Group, Inc.
DECREASED6,4957,146-651-9%$590.6K$508.6K-$82.0K2026-10-22
Valley Wealth Managers, Inc.
DECREASED6,4636,875-412-6%$568.2K$506.1K-$62.1K2026-10-09
Walkner Condon Financial Advisors LLC
DECREASED6,3896,638-249-4%$548.6K$500.3K-$48.3K2026-11-02
Lake Street Private Wealth, LLC
DECREASED6,3206,404-84-1%$529.3K$494.9K-$34.4K2026-10-22
Security Financial Services, Inc.
DECREASED6,2986,319-210%$522.3K$493.2K-$29.1K2026-10-29
Sage Investment Counsel LLC
INCREASED6,2646,262+2+0%$517.6K$490.5K-$27.0K2026-10-26
L.K. Benson & Company, P.C.
INCREASED6,2036,054+149+2%$500.4K$485.8K-$14.6K2026-10-23
Capital Wealth Management, LLC
NEW6,107—+6,107——$478.2K—2026-10-27
MB, Levis & Associates, LLC
UNCHANGED5,9995,99900%$495.8K$469.8K-$26.0K2026-10-16
Livet Wealth, LLC
UNCHANGED5,9395,93900%$490.9K$465.1K-$25.8K2026-10-27
Howard Wealth Management, LLC
DECREASED5,8336,000-167-3%$496.0K$456.9K-$39.1K2026-10-28
Trust Co of Vermont
DECREASED5,8005,956-156-3%$492.3K$454.2K-$38.1K2026-10-21
Darrow Company, Inc.
INCREASED5,6995,397+302+6%$446.1K$446.3K+$2252026-10-22
Argus Investors' Counsel, Inc.
INCREASED5,6915,535+156+3%$457.5K$445.7K-$11.8K2026-10-09
Ameliora Wealth Management Ltd.
UNCHANGED5,6505,65000%$467.0K$442.5K-$24.5K2026-10-23
Eastern Bank
INCREASED5,5644,330+1,234+29%$357.9K$435.7K+$77.8K2026-10-05
Portland Financial Advisors Inc
INCREASED5,5294,078+1,451+36%$337.0K$433.0K+$95.9K2026-10-26
Hegarty Advisors, LLC
INCREASED5,5215,506+15+0%$455.1K$432.3K-$22.8K2026-10-20
Asset Management One Co., Ltd.
NEW5,500—+5,500——$430.7K—2026-10-27
Schmidt P J Investment Management Inc
UNCHANGED5,5005,50000%$454.6K$430.7K-$23.9K2026-11-02
TFB Advisors LLC
DECREASED5,4895,491-20%$453.8K$429.8K-$24.0K2026-11-02
Wealth Effects LLC
DECREASED5,4736,022-549-9%$497.7K$428.6K-$69.1K2026-10-23
Culbertson A N & Co Inc
UNCHANGED5,4305,43000%$448.8K$425.2K-$23.6K2026-10-21
Ibex Wealth Advisors
DECREASED5,4035,821-418-7%$481.1K$423.1K-$58.0K2026-11-06
Moneco Advisors, LLC
NEW5,397—+5,397——$422.6K—2026-11-05
Precedent Wealth Partners, LLC
INCREASED5,3232,826+2,497+88%$233.6K$416.9K+$183.3K2026-10-21
Acorn Wealth Advisors, LLC
DECREASED5,3165,323-70%$439.9K$416.3K-$23.7K2026-10-19
Blue Water Asset Management
INCREASED5,2805,215+65+1%$431.0K$413.5K-$17.5K2026-11-04
Sawyer & Company, Inc
INCREASED5,2575,192+65+1%$429.1K$411.7K-$17.5K2026-10-21
Mullaney, Keating & Wright, Inc.
DECREASED5,2136,439-1,226-19%$532.2K$408.3K-$124.0K2026-10-19
Community Financial Services Group, LLC
UNCHANGED5,2065,20600%$427.9K$406.7K-$21.1K2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED5,1374,779+358+7%$395.0K$402.3K+$7.3K2026-10-15
BLB&B Advisors, LLC
INCREASED5,0774,709+368+8%$389.2K$397.6K+$8.4K2026-10-27
Merkkuri Wealth Advisors LLC
INCREASED5,0614,999+62+1%$413.1K$396.3K-$16.8K2026-11-03
Great Diamond Partners, LLC
DECREASED5,0509,500-4,450-47%$785.2K$395.5K-$389.7K2026-10-13
Balefire, LLC
DECREASED5,0475,209-162-3%$430.5K$395.2K-$35.3K2026-10-09
Advisor Resource Council
DECREASED5,0466,331-1,285-20%$521.6K$393.6K-$128.0K2026-11-05
Praetorian Wealth Management, Inc.
INCREASED5,0354,676+359+8%$386.5K$394.3K+$7.8K2026-10-16
Sanchez Gaunt Capital Management, LLC
INCREASED4,8944,658+236+5%$385.0K$383.3K-$1.7K2026-11-03
Atticus Wealth Management, LLC
DECREASED4,8915,033-142-3%$416.0K$383.0K-$33.0K2026-10-20
Certified Advisory Corp
DECREASED4,85725,623-20,766-81%$2.1M$380.4K-$1.7M2026-10-29
Stableford Capital II LLC
DECREASED4,8207,082-2,262-32%$585.3K$377.5K-$207.9K2026-10-09
Sound Income Strategies, LLC
DECREASED4,8035,313-510-10%$439.1K$377.0K-$62.1K2026-10-09
Bedel Financial Consulting, Inc.
INCREASED4,7544,602+152+3%$380.4K$372.3K-$8.1K2026-11-06
Uptown Financial Advisors LLC
NEW4,725—+4,725——$370.0K—2026-10-15
Mesirow Financial Investment Management, Inc.
DECREASED4,7225,326-604-11%$440.1K$369.7K-$70.4K2026-11-05
Falcon Wealth Planning
DECREASED4,7175,500-783-14%$454.6K$369.4K-$85.1K2026-11-06
Ti-Trust, Inc
INCREASED4,6924,037+655+16%$333.7K$367.4K+$33.8K2026-10-21
Nestegg Advisors, Inc.
INCREASED4,5544,538+16+0%$375.0K$356.6K-$18.4K2026-10-21
Dynamic Wealth Strategies, LLC
INCREASED4,5524,524+28+1%$373.9K$356.5K-$17.4K2026-10-16
Valpey Financial Services, LLC
INCREASED4,4414,376+65+1%$361.7K$347.8K-$13.8K2026-10-30
UMB Bank, n.a.
DECREASED4,4334,762-329-7%$393.6K$347.1K-$46.4K2026-11-06
BCS Wealth Management
INCREASED4,4274,177+250+6%$345.2K$346.7K+$1.5K2026-11-03
West Financial Advisors, LLC
DECREASED4,392273,712-269,320-98%$22.6M$343.9K-$22.3M2026-10-22
Bluedoor Private Wealth, LLC
UNCHANGED4,2904,29000%$354.6K$336.0K-$18.6K2026-11-05
Summit Global Investments
DECREASED4,2614,268-70%$353.0K$334-$352.7K2026-10-28
Long Island Wealth Management, Inc.
DECREASED4,2186,057-1,839-30%$500.6K$330.3K-$170.3K2026-10-20
Retiremitten Financial LLC
UNCHANGED4,2124,21200%$348.1K$334.2K-$13.9K2026-11-05
Archer Investment Management, LLC
DECREASED4,1406,851-2,711-40%$566.2K$324.2K-$242.0K2026-10-13
Trilogy Capital Inc.
DECREASED4,1368,856-4,720-53%$731.9K$323.9K-$408.1K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED4,1333,263+870+27%$269.7K$323.7K+$53.9K2026-10-15
Enhancing Capital LLC
UNCHANGED4,0814,08100%$337.3K$319.6K-$17.7K2026-10-26
Grey Fox Wealth Advisors, LLC
UNCHANGED4,0644,06400%$335.9K$318.2K-$17.6K2026-11-03
Allen Capital Group, LLC
DECREASED4,0305,012-982-20%$414.2K$315.6K-$98.7K2026-10-27
M Holdings Securities, Inc.
NEW4,018—+4,018——$316—2026-11-03
GenTrust, LLC
DECREASED3,9865,006-1,020-20%$413.7K$312.1K-$101.6K2026-11-06
Occidental Asset Management, LLC
NEW3,979—+3,979——$311.6K—2026-11-05
Objective Capital Management, LLC
UNCHANGED3,9093,90900%$323.1K$306.1K-$17.0K2026-10-13
Synergy Asset Management, LLC
INCREASED3,8703,640+230+6%$300.8K$303.1K+$2.2K2026-11-05
Boston Trust Walden Corp
INCREASED3,8623,512+350+10%$290.3K$302.4K+$12.2K2026-10-30
Quaker Wealth Management, LLC
DECREASED3,759185,717-181,958-98%$15.3M$294.4K-$15.1M2026-10-22
Axos Invest Inc.
DECREASED3,7084,403-695-16%$364.0K$290.4K-$73.6K2026-10-21
William John Sempolinski
NEW3,700—+3,700——$289.7K—2026-10-20
Mustard Seed Financial, LLC
UNCHANGED3,6833,68300%$304.4K$288.4K-$16.0K2026-10-30
First Merchants Corp
DECREASED3,6254,075-450-11%$336.8K$283.9K-$52.9K2026-10-15
Future Financial Wealth Managment LLC
INCREASED3,6223,533+89+3%$286.6K$283.6K-$3.0K2026-10-15
Lutz Financial Services LLC
DECREASED3,5953,686-91-2%$304.6K$281.5K-$23.1K2026-11-06
Ignite Planners, LLC
NEW3,550—+3,550——$286.7K—2026-10-14
Rossmore Private Capital
INCREASED3,5232,990+533+18%$247.1K$275.9K+$28.8K2026-10-27
180 Wealth Advisors, LLC
DECREASED3,5053,622-117-3%$299.4K$274.5K-$24.9K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED3,4783,420+58+2%$282.7K$272.3K-$10.3K2026-10-26
Timonier Family Office, Ltd.
DECREASED3,4733,756-283-8%$310.4K$272.0K-$38.5K2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED3,4653,811-346-9%$315.0K$271.3K-$43.6K2026-10-16
Brighton Jones LLC
DECREASED3,4524,959-1,507-30%$409.9K$270.3K-$139.6K2026-11-03
PDS Planning, Inc
INCREASED3,4152,820+595+21%$233.1K$267.4K+$34.3K2026-11-03
AdvisorNet Financial, Inc
INCREASED3,3781,938+1,440+74%$160.1K$265.2K+$105.1K2026-10-15
Anson Capital, Inc.
INCREASED3,3583,316+42+1%$274.1K$262.9K-$11.1K2026-10-23
Valued Retirements, Inc.
DECREASED3,3343,611-277-8%$298.4K$261.1K-$37.3K2026-11-06
Nations Financial Group Inc,
INCREASED3,2982,851+447+16%$235.7K$258.3K+$22.6K2026-11-05
Yankcom Partnership
UNCHANGED3,2653,26500%$269.9K$255.7K-$14.2K2026-10-15
Ritholtz Wealth Management
DECREASED3,2348,084-4,850-60%$668.1K$253.2K-$414.9K2026-11-05
Cordgrass Capital Advisors, LLC
DECREASED3,2303,378-148-4%$279.2K$252.9K-$26.3K2026-10-30
Schear Investment Advisers, LLC
NEW3,210—+3,210——$251.4K—2026-10-14
Tempo Wealth, LLC
INCREASED3,2103,076+134+4%$254.2K$251.4K-$2.8K2026-10-14
Stephens Group Asset Management, LLC
UNCHANGED3,2083,20800%$265.1K$251.2K-$13.9K2026-10-09
Gryphon Financial Partners LLC
INCREASED3,1763,175+1+0%$262.4K$248.7K-$13.7K2026-11-04
Iron Financial LLC
UNCHANGED3,1623,16200%$261.3K$247.6K-$13.7K2026-10-23
Integrity Wealth Partners, LLC
NEW3,160—+3,160——$247.5K—2026-10-14
CPC Advisors, LLC
NEW3,150—+3,150——$246.7K—2026-10-21
Compound Planning, Inc.
NEW3,150—+3,150——$246.7K—2026-11-05
Creekside Partners
INCREASED3,1073,083+24+1%$254.8K$243.3K-$11.5K2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED3,0953,09500%$255.8K$255.8K$02026-10-13
Wealth Dimensions Group, Ltd.
UNCHANGED3,0843,08400%$254.9K$241.5K-$13.4K2026-11-02
Romano Brothers and Company
NEW3,050—+3,050——$238.8K—2026-10-22
Univest Financial Corp
UNCHANGED3,0443,04400%$251.6K$238.4K-$13.2K2026-11-05
Uptick Partners, LLC
DECREASED3,0126,961-3,949-57%$575.3K$235.9K-$339.5K2026-11-04
Ninety One UK Ltd
DECREASED3,00597,690-94,685-97%$8.1M$235.3K-$7.8M2026-10-15
Aegis Wealth Management, Inc.
UNCHANGED3,0033,00300%$248.2K$235.2K-$13.0K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED3,0011,754+1,247+71%$145$235+$902026-10-27
Evolution Advisers, Inc.
INCREASED2,9971,370+1,627+119%$113.0K$235.4K+$122.4K2026-11-06
Tempus Wealth Planning, LLC
DECREASED2,9713,934-963-24%$325.1K$232.7K-$92.4K2026-10-14
Cutler Investment Counsel LLC
INCREASED2,9432,916+27+1%$241.0K$230.5K-$10.5K2026-10-28
Delta Financial Advisors LLC
INCREASED2,9322,550+382+15%$210.8K$229.6K+$18.8K2026-10-27
First Hawaiian Bank
UNCHANGED2,9322,93200%$242.3K$229.6K-$12.7K2026-10-14
Wavvest Wealth LLC
NEW2,925—+2,925——$229.1K—2026-10-21
Legacy Wealth Partners, LLC
INCREASED2,9252,900+25+1%$239.7K$229.0K-$10.6K2026-10-15
Earned Wealth Advisors, LLC
DECREASED2,8942,932-38-1%$242.4K$226.7K-$15.7K2026-11-06
Middleton & Co Inc
UNCHANGED2,8752,87500%$237.6K$225.1K-$12.5K2026-10-23
Security National Bank
UNCHANGED2,8502,85000%$235.6K$223.2K-$12.4K2026-10-26
Verisail Partners, LLC
DECREASED2,8463,120-274-9%$257.9K$222.9K-$35.0K2026-10-19
Investmark Advisory Group LLC
NEW2,838—+2,838——$222.3K—2026-10-27
Baskin Financial Services Inc.
UNCHANGED2,7932,79300%$231$219-$122026-10-19
Archer Investment Corp
INCREASED2,7921,570+1,222+78%$129.7K$218.6K+$88.9K2026-11-05
Argentarii, LLC
DECREASED2,7733,449-676-20%$279.7K$217.1K-$62.6K2026-10-28
Annex Advisory Services, LLC
INCREASED2,7732,557+216+8%$211.3K$217.2K+$5.9K2026-10-16
TCV Trust & Wealth Management, Inc.
UNCHANGED2,7702,77000%$228.9K$216.9K-$12.0K2026-10-16
Split Rock Private Trading & Wealth Management, LLC
UNCHANGED2,7602,76000%$228.1K$216.1K-$12.0K2026-10-15
SLT Holdings LLC
NEW2,749—+2,749——$215.3K—2026-10-15
Hohimer Wealth Management, LLC
NEW2,739—+2,739——$214.5K—2026-11-04
NorthLanding Financial Partners, LLC
DECREASED2,7372,763-26-1%$228.4K$214.3K-$14.1K2026-10-15
B. Riley Wealth Advisors, Inc.
NEW2,732—+2,732——$213.9K—2026-10-13
GreatBanc Trust Co
UNCHANGED2,7002,70000%$223.2K$211.4K-$11.7K2026-11-04
Plus Group Wealth Advisors LLC
UNCHANGED2,7002,70000%$223.2K$211.4K-$11.7K2026-10-19
Moller Wealth Partners
INCREASED2,6852,670+15+1%$220.7K$210.3K-$10.4K2026-10-15
Total Clarity Wealth Management, Inc.
DECREASED2,6743,094-420-14%$255.7K$209.4K-$46.3K2026-10-26
AlphaStar Capital Management, LLC
NEW2,648—+2,648——$207.3K—2026-10-16
Nova Financial LLC
NEW2,640—+2,640——$206.7K—2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED2,6352,602+33+1%$215.1K$206.3K-$8.7K2026-11-03
Kwmg, LLC
UNCHANGED2,5972,59700%$214.6K$203.4K-$11.3K2026-10-07
TigerOak Management, L.L.C.
INCREASED2,5892,585+4+0%$213.7K$202.8K-$10.9K2026-10-23
Kanawha Capital Management LLC
UNCHANGED2,5742,57400%$212.7K$201.6K-$11.2K2026-10-19
Patten & Patten Inc
NEW2,558—+2,558——$200.3K—2026-10-26
Sapient Capital LLC
DECREASED2,5582,616-58-2%$216.2K$200.3K-$15.9K2026-10-08
Pinnacle Bancorp, Inc.
INCREASED2,4862,406+80+3%$198.9K$194.7K-$4.2K2026-10-21
Cullen T Bankers, Inc.
INCREASED2,351492+1,859+378%$40.6K$184.1K+$143.5K2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED2,3142,549-235-9%$210.7K$181.2K-$29.5K2026-10-27
Pioneer Family Office, LLC
INCREASED2,2112,086+125+6%$172.4K$173.1K+$7352026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED2,206385+1,821+473%$31.8K$172.7K+$140.9K2026-10-19
Barrett & Company, Inc.
DECREASED2,1572,158-10%$178.3K$168.9K-$9.4K2026-10-22
Breakwater Investment Management
DECREASED2,1182,155-37-2%$178.1K$165.9K-$12.3K2026-10-20
Halbert Hargrove Global Advisors, LLC
UNCHANGED2,0502,05000%$169.4K$160.5K-$8.9K2026-10-16
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED2,0002,00000%$166.3K$163.1K-$3.2K2026-11-06
Root Financial Partners, LLC
NEW1,825—+1,825——$142.9K—2026-10-21
Powell Investment Advisors, LLC
UNCHANGED1,8201,82000%$150.4K$142.5K-$7.9K2026-10-22
Edgemoor Investment Advisors, Inc.
NEW1,798—+1,798——$140.8K—2026-11-03
RMG Wealth Management LLC
DECREASED1,7846,941-5,157-74%$563.6K$141.9K-$421.7K2026-10-26
Chung Wu Investment Group, LLC
UNCHANGED1,7431,74300%$144.1K$136.5K-$7.6K2026-11-03
Investors Research Corp
INCREASED1,6721,597+75+5%$132.0K$130.9K-$1.1K2026-10-07
Coastline Trust Co
DECREASED1,6425,064-3,422-68%$418.5K$128.6K-$290.0K2026-10-01
Balance Wealth Partners LLC
NEW1,619—+1,619——$126.8K—2026-10-27
Larson Financial Group LLC
INCREASED1,564366+1,198+327%$30.2K$122.4K+$92.2K2026-11-05
AlphaCore Capital LLC
INCREASED1,5401,394+146+10%$115.3K$120.6K+$5.3K2026-11-04
Latitude Advisors, LLC
NEW1,516—+1,516——$118.7K—2026-10-27
Jnba Financial Advisors
UNCHANGED1,3741,37400%$113.6K$107.6K-$6.0K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED1,3411,34100%$110.8K$105.0K-$5.8K2026-10-21
Cape Investment Advisory, Inc.
INCREASED1,3311,179+152+13%$97.4K$104.2K+$6.8K2026-10-13
Signature Equity Partners, LLC
INCREASED1,325410+915+223%$33.9K$103.8K+$69.9K2026-10-29
S.A. Mason LLC
UNCHANGED1,3101,31000%$108.3K$102.6K-$5.7K2026-10-13
Highline Wealth Partners LLC
INCREASED1,254392+862+220%$32.4K$98.2K+$65.8K2026-10-19
Mcdonald Partners LLC
NEW1,214—+1,214——$95.1K—2026-11-03
Evolution Wealth Management Inc.
UNCHANGED1,2101,21000%$100.0K$94.8K-$5.3K2026-10-28
Fairscale Capital, LLC
UNCHANGED1,1841,18400%$97.9K$94.4K-$3.5K2026-11-04
Heritage Family Offices, LLP
NEW1,098—+1,098——$86.0K—2026-11-02
Guardian Partners Inc.
UNCHANGED1,0551,05500%$87.2K$82.6K-$4.6K2026-10-21
CoreCap Advisors, LLC
DECREASED1,0501,261-211-17%$104.2K$82.2K-$22.0K2026-10-08
Wealth Enhancement Trust Services, Inc.
NEW960—+960——$75.2K—2026-10-07
Union Savings Bank
NEW877—+877——$68.7K—2026-10-14
William Mack & Associates, Inc.
NEW867—+867——$67.9K—2026-10-27
Pacifica Partners Inc.
DECREASED8335,689-4,856-85%$468.4K$65.1K-$403.3K2026-10-09
Tompkins Financial Corp
DECREASED830969-139-14%$80.1K$65.0K-$15.1K2026-10-05
Smallwood Wealth Investment Management, LLC
UNCHANGED82282200%$67.9K$64.4K-$3.6K2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED80580500%$66.5K$63.0K-$3.5K2026-10-21
Bokf, NA
UNCHANGED79879800%$66.0K$62.5K-$3.5K2026-10-27
Chapman Financial Group, LLC
DECREASED797972-175-18%$80.3K$62.4K-$17.9K2026-10-26
Asset Dedication, LLC
INCREASED713249+464+186%$20.6K$55.8K+$35.3K2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED70770700%$58.4K$55.4K-$3.1K2026-10-27
Tsfg, LLC
DECREASED7011,300-599-46%$107.0K$55-$106.9K2026-10-23
Cherry Tree Wealth Management, LLC
INCREASED650603+47+8%$49.8K$50.9K+$1.1K2026-10-15
Caldwell Trust Co
UNCHANGED64464400%$53.2K$50.4K-$2.8K2026-10-30
Trust Co
UNCHANGED62462400%$51.6K$48.9K-$2.7K2026-10-09
Farmers & Merchants Investments Inc
NEW614—+614——$48.1K—2026-10-22
Armstrong Advisory Group, Inc
DECREASED6071,382-775-56%$114.2K$47.5K-$66.7K2026-10-09
USA Financial Formulas
NEW582—+582——$45.6K—2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED55355300%$45.7K$43.3K-$2.4K2026-11-04
Hurley Capital, LLC
INCREASED540533+7+1%$44.1K$42.3K-$1.8K2026-11-05
Richardson Financial Services Inc.
INCREASED532484+48+10%$40.0K$41.7K+$1.7K2026-10-30
Tradewinds Capital Management, LLC
INCREASED523459+64+14%$37.9K$41.0K+$3.0K2026-10-23
Vision Financial Markets LLC
DECREASED5012,501-2,000-80%$206.6K$39.2K-$167.5K2026-10-22
Ascentis Wealth Management, LLC
INCREASED487123+364+296%$10.2K$38.1K+$28.0K2026-11-03
Chilton Capital Management LLC
UNCHANGED48748700%$40.3K$38.1K-$2.1K2026-10-28
Compass Financial Management LLC
UNCHANGED48448400%$40.0K$37.9K-$2.1K2026-10-30
POM Investment Strategies, LLC
INCREASED477242+235+97%$20.0K$37.3K+$17.4K2026-10-20
Realta Investment Advisors
DECREASED477547-70-13%$45.2K$37.3K-$7.9K2026-10-14
Bayban
UNCHANGED42942900%$35.5K$35.5K$02026-11-05
United Financial Planning Group LLC
INCREASED414412+2+0%$34.0K$32.4K-$1.6K2026-11-04
WestEnd Advisors, LLC
DECREASED4137,796-7,383-95%$644.4K$32.4K-$612.0K2026-10-27
Go Invest LLC
INCREASED412183+229+125%$15.1K$32.3K+$17.2K2026-10-09
Tounjian Advisory Partners, LLC
DECREASED401692-291-42%$57.2K$31.4K-$25.8K2026-11-04
Gilpin Wealth Management, LLC
DECREASED400500-100-20%$41.3K$31.3K-$10.0K2026-10-09
First Bancorp, Inc
UNCHANGED39739700%$32.8K$31.1K-$1.7K2026-10-26
Southern Michigan Bank & Trust
INCREASED396300+96+32%$24.8K$31.0K+$6.2K2026-10-19
High Note Wealth, LLC
UNCHANGED37237200%$30.7K$29.1K-$1.6K2026-10-27
Wolverine Asset Management LLC
NEW364—+364——$28.5K—2026-11-02
Monetary Solutions, Ltd
UNCHANGED36036000%$29.8K$28.2K-$1.6K2026-10-22
StrongBox Wealth, LLC
UNCHANGED35735700%$29.5K$28.0K-$1.5K2026-11-02
NBH Bank
UNCHANGED34134100%$28.2K$26.7K-$1.5K2026-11-05
Golden State Wealth Management, LLC
INCREASED339335+4+1%$27.7K$26.6K-$1.1K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED32432400%$27.0K$25-$27.0K2026-11-02
Signaturefd, LLC
INCREASED317296+21+7%$24.5K$24.8K+$3602026-10-23
Silver Grove Financial Group, Inc.
INCREASED316313+3+1%$25.9K$24.7K-$1.1K2026-11-05
Register Financial Advisors LLC
UNCHANGED29129100%$24.0K$22.8K-$1.3K2026-10-23
Hilton Head Capital Partners, LLC
DECREASED285427-142-33%$35.3K$22.3K-$13.0K2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED27827800%$23.0K$21.8K-$1.2K2026-10-16
Piscataqua Savings Bank
UNCHANGED26926900%$22.2K$21.1K-$1.2K2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED26026000%$21.5K$20.4K-$1.1K2026-10-22
Trust Co of Toledo NA
DECREASED2501,050-800-76%$86.8K$19.6K-$67.2K2026-10-16
Rachor Investment Advisory Services, LLC
UNCHANGED24624600%$20.3K$19.3K-$1.1K2026-10-29
Plante Moran Financial Advisors, LLC
NEW244—+244——$19.1K—2026-11-04
Costello Asset Management, Inc
UNCHANGED22822800%$18.8K$17.9K-$9892026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED22522500%$18.6K$17.6K-$9762026-11-03
Buck Wealth Strategies, LLC
DECREASED220221-10%$18.2K$17.2K-$9992026-10-28
Fiduciary Advisors, Inc.
UNCHANGED21421400%$17.7K$16.8K-$9292026-10-16
Vima LLC
DECREASED17822,631-22,453-99%$1.9M$13.9K-$1.9M2026-10-23
Steph & Co
UNCHANGED17717700%$14.6K$13.9K-$7682026-10-07
Cranbrook Wealth Management, LLC
UNCHANGED17417400%$14.4K$13.6K-$7562026-10-28
Markowski Investments
NEW163—+163——$12.8K—2026-10-30
Private Wealth Management Group, LLC
NEW158—+158——$12.4K—2026-10-19
Wolff Wiese Magana LLC
UNCHANGED15315300%$12.7K$12.0K-$6662026-10-15
Biltmore Family Office, LLC
NEW142—+142——$11.1K—2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED13613600%$11.2K$10.7K-$5902026-10-20
Parkside Financial Bank & Trust
UNCHANGED13613600%$11.2K$10.7K-$5902026-10-27
Axiom Investment Management LLC
NEW133—+133——$10.4K—2026-11-03
Lodestone Wealth Management LLC
UNCHANGED13013000%$10.7K$10.2K-$5652026-10-14
Creative Capital Management Investments LLC
NEW115—+115——$9.0K—2026-10-28
Montgomery Financial Services LLC
NEW114—+114——$8.9K—2026-11-03
Trifecta Capital Advisors, LLC
UNCHANGED10710700%$8.8K$8.4K-$4642026-10-21
Physician Wealth Advisors, Inc.
NEW105—+105——$8.3K—2026-10-20
Harbor Investment Advisory, LLC
NEW104—+104——$8.1K—2026-10-13
1620 Investment Advisors, Inc.
UNCHANGED10010000%$8.3K$7.8K-$4342026-11-04
Birch Financial Group, LLC
NEW98—+98——$7.7K—2026-10-27
Morling Financial Advisors, LLC
NEW97—+97——$7.6K—2026-10-28
SJS Investment Consulting Inc.
UNCHANGED979700%$8.0K$7.6K-$4212026-10-26
Wilkerson Advisory Group LLC
INCREASED9088+2+2%$7.3K$7.0K-$2982026-10-20
First Command Advisory Services, Inc.
NEW87—+87——$6.8K—2026-11-05
Sima Wealth Partners, LLC
UNCHANGED757500%$6.2K$5.9K-$3252026-10-19
Gamma Investing LLC
UNCHANGED747400%$6.1K$5.8K-$3212026-10-08
Compass Wealth Management LLC
NEW70—+70——$5.5K—2026-10-22
EPG Wealth Management LLC
UNCHANGED626200%$5.1K$4.9K-$2692026-11-03
Hoese & Co LLP
DECREASED60218-158-72%$18.0K$4.7K-$13.3K2026-10-21
Gables Capital Management Inc.
UNCHANGED474700%$3.9K$3.7K-$2042026-11-04
Bfsg, LLC
NEW45—+45——$3.5K—2026-10-30
Olistico Wealth, LLC
NEW42—+42——$3.3K—2026-10-05
Team Financial Group, LLC
NEW38—+38——$3.0K—2026-10-30
Oakworth Capital, Inc.
UNCHANGED373700%$3.0K$2.9K-$1442026-10-26
Networth Advisors, LLC
UNCHANGED363600%$3.0K$2.9K-$1212026-11-03
Valley National Advisers Inc
UNCHANGED363600%$3.0K$2.8K-$1562026-10-23
Bangor Savings Bank
UNCHANGED323200%$2.6K$2.5K-$1392026-10-06
Downshift Financial, LLC
UNCHANGED323200%$2.6K$2.5K-$1392026-10-13
Salomon & Ludwin, LLC
UNCHANGED303000%$2.5K$2.3K-$1172026-10-29
Bell Investment Advisors, Inc
UNCHANGED292900%$2.4K$2.3K-$962026-10-29
Eukles Asset Management
UNCHANGED282800%$2.3K$2.2K-$1212026-11-04
Bay Harbor Wealth Management, LLC
NEW24—+24——$1.9K—2026-11-03
Albion Financial Group
UNCHANGED242400%$2.0K$1.9K-$1042026-10-21
Beacon Financial Strategies Corp
NEW23—+23——$1.8K—2026-10-14
Foresight Capital Management Advisors, Inc.
NEW22—+22——$1.7K—2026-10-27
GS Investments, Inc.
UNCHANGED222200%$1.8K$1.7K-$952026-11-05
Hara Capital LLC
UNCHANGED202000%$1.7K$1.6K-$872026-10-30
Mechanics Financial Corp
UNCHANGED171700%$1.4K$1.3K-$742026-11-05
Affinity Wealth LLC
NEW15—+15——$1.2K—2026-11-03
Barclays PLC
DECREASED102,420,462-2,420,452-100%$200.1M$784-$200.1M2026-11-06
Align Financial, LLC
UNCHANGED5500%$413$392-$212026-10-16
IMG Wealth Management, Inc.
NEW4—+4——$313—2026-10-27
Abound Wealth Management
NEW1—+1——$79—2026-10-26
Russell Investments Group, Ltd.
DECREASED142-41-98%$3.5K$88-$3.4K2026-11-06
Hoey Investments, Inc
INCREASED10+1—$41$40-$12026-10-29
Prairie Wealth Advisors, Inc.
NEW0—0——$982.7K—2026-10-29
Uniting Wealth Partners, LLC
CLOSED0134,062-134,062-100%$11.1M$0-$11.1M2026-11-06
VAN Strum & Towne Inc.
CLOSED092,496-92,496-100%$7.6M$0-$7.6M2026-11-06
Hofer & Associates. Inc
CLOSED054,824-54,824-100%$4.5M$0-$4.5M2026-10-13
Deutsche Bank Ag\
CLOSED050,620-50,620-100%$4.2M$0-$4.2M2026-11-06
Staley Capital Advisers Inc
CLOSED032,890-32,890-100%$2.7M$0-$2.7M2026-11-06
Manchester Capital Management LLC
CLOSED022,720-22,720-100%$1.9M$0-$1.9M2026-10-22
AXS Investments LLC
CLOSED020,696-20,696-100%$1.7M$0-$1.7M2026-11-04
Southland Equity Partners LLC
CLOSED016,200-16,200-100%$1.3M$0-$1.3M2026-10-14
Iams Wealth Management, LLC
CLOSED015,681-15,681-100%$1.3M$0-$1.3M2026-10-15
Legacy Advisors, LLC
CLOSED012,303-12,303-100%$1.0M$0-$1.0M2026-10-19
Howard Financial Services, Ltd.
CLOSED09,447-9,447-100%$780.8K$0-$780.8K2026-10-15
Garde Capital, Inc.
CLOSED09,163-9,163-100%$757.3K$0-$757.3K2026-10-29
MBL Wealth, LLC
CLOSED08,000-8,000-100%$661.2K$0-$661.2K2026-10-22
Excalibur Management Corp
CLOSED06,903-6,903-100%$570.5K$0-$570.5K2026-11-02
Capital Advantage, Inc.
CLOSED06,200-6,200-100%$512.5K$0-$512.5K2026-10-14
McAdam, LLC
CLOSED05,352-5,352-100%$442.4K$0-$442.4K2026-10-21
Obermeyer Wealth Partners
CLOSED04,935-4,935-100%$407.9K$0-$407.9K2026-10-21
Paragon Capital Management Ltd
CLOSED04,906-4,906-100%$405.5K$0-$405.5K2026-10-09
Sightline Wealth Advisors, LLC
CLOSED04,586-4,586-100%$379.0K$0-$379.0K2026-10-21
Greenwood Capital Associates LLC
CLOSED04,386-4,386-100%$362.5K$0-$362.5K2026-10-27
Pinkerton Wealth, LLC
CLOSED04,265-4,265-100%$352.9K$0-$352.9K2026-10-29
Newport Capital Group, LLC
CLOSED03,958-3,958-100%$327.2K$0-$327.2K2026-10-16
One Wealth Capital Management, LLC
CLOSED03,850-3,850-100%$318.2K$0-$318.2K2026-10-23
Black Diamond Financial, LLC
CLOSED03,792-3,792-100%$313.4K$0-$313.4K2026-10-26
Grove Bank & Trust
CLOSED03,789-3,789-100%$313.2K$0-$313.2K2026-10-08
SmartHarvest Portfolios, LLC
CLOSED03,722-3,722-100%$307.6K$0-$307.6K2026-10-26
Swmg, LLC
CLOSED03,553-3,553-100%$290.3K$0-$290.3K2026-10-23
Triad Wealth Partners, LLC
CLOSED03,514-3,514-100%$285.1K$0-$285.1K2026-10-26
Valmark Advisers, Inc.
CLOSED03,068-3,068-100%$253.6K$0-$253.6K2026-11-06
Compass Financial Group, Inc
CLOSED03,033-3,033-100%$250.7K$0-$250.7K2026-10-13
Toth Financial Advisory Corp
CLOSED03,000-3,000-100%$248.0K$0-$248.0K2026-10-08
Tranquility Partners, LLC
CLOSED02,976-2,976-100%$246.0K$0-$246.0K2026-10-20
Arwa LLC
CLOSED02,822-2,822-100%$231.0K$0-$231.0K2026-10-21
LFG Wealth Partners, LLC
CLOSED02,776-2,776-100%$229.5K$0-$229.5K2026-10-28
Raab & Moskowitz Asset Management LLC
CLOSED02,766-2,766-100%$228.6K$0-$228.6K2026-11-02
Capital Management Associates, Inc
CLOSED02,592-2,592-100%$214.2K$0-$214.2K2026-10-20
Madrid Wealth Management, LLC
CLOSED02,555-2,555-100%$211.2K$0-$211.2K2026-10-23
Sunburst Financial Group, LLC
CLOSED02,553-2,553-100%$211.0K$0-$211.0K2026-10-09
HCR Wealth Advisors
CLOSED02,534-2,534-100%$209.4K$0-$209.4K2026-10-15
ProVise Management Group, LLC
CLOSED02,509-2,509-100%$207.3K$0-$207.3K2026-11-06
Daymark Wealth Partners, LLC
CLOSED02,503-2,503-100%$206.9K$0-$206.9K2026-11-04
Everest Financial Group LLC
CLOSED02,500-2,500-100%$206.6K$0-$206.6K2026-11-06
Northside Capital Management, LLC
CLOSED02,500-2,500-100%$206.6K$0-$206.6K2026-10-13
Gradient Capital Advisors, LLC
CLOSED02,479-2,479-100%$204.9K$0-$204.9K2026-10-21
Victory Financial Group, LLC
CLOSED02,450-2,450-100%$202.5K$0-$202.5K2026-10-27
SeaCrest Wealth Management, LLC
CLOSED02,438-2,438-100%$201.5K$0-$201.5K2026-10-21
Robinswood Financial LLC
CLOSED01,790-1,790-100%$148.0K$0-$148.0K2026-10-20
Dhjj Financial Advisors, Ltd.
CLOSED01,718-1,718-100%$142.0K$0-$142.0K2026-10-23
MCF Advisors LLC
CLOSED01,466-1,466-100%$121.2K$0-$121.2K2026-10-28
Gill Capital Partners, LLC
CLOSED0957-957-100%$79.1K$0-$79.1K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0538-538-100%$44.5K$0-$44.5K2026-10-26
Salem Investment Counselors Inc
CLOSED0454-454-100%$37.5K$0-$37.5K2026-10-13
Wells Financial Advisors Inc
CLOSED0380-380-100%$31.4K$0-$31.4K2026-11-02
Atlatl Advisers LLC
CLOSED0308-308-100%$25.5K$0-$25.5K2026-10-22
Ares Financial Consulting, LLC
CLOSED0233-233-100%$19.3K$0-$19.3K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0196-196-100%$16.2K$0-$16.2K2026-10-14
Kings Path Partners LLC
CLOSED0184-184-100%$15.2K$0-$15.2K2026-10-21
Strategic Wealth Advisors LLC
CLOSED0138-138-100%$11$0-$112026-11-06
Center for Financial Planning, Inc.
CLOSED0132-132-100%$10.9K$0-$10.9K2026-10-26
Kingdom Financial Group Llc.
CLOSED0129-129-100%$10.7K$0-$10.7K2026-11-04
Tucker Asset Management LLC
CLOSED0108-108-100%$8.9K$0-$8.9K2026-10-29
Beacon Investment Advisory Services, Inc.
CLOSED037-37-100%$3.1K$0-$3.1K2026-10-13
Nfsg Corp
CLOSED024-24-100%$2.0K$0-$2.0K2026-10-15
Institute for Wealth Management, Llc.
CLOSED018-18-100%$1.5K$0-$1.5K2026-11-06
SYM Financial Corp
CLOSED015-15-100%$1.2K$0-$1.2K2026-10-26
Pittenger & Anderson Inc
CLOSED014-14-100%$1.2K$0-$1.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED010-10-100%$847$0-$8472026-10-16
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
Pacific Center for Financial Services
UNCHANGED000—$31$30-$12026-10-15
Bank of America Corp
N/A—120,653,396-120,653,396-100%$10.0B———
JPMorgan Chase & Co
N/A—56,889,419-56,889,419-100%$4.7B———
Morgan Stanley
N/A—23,252,432-23,252,432-100%$1.9B———
Royal Bank of Canada
N/A—13,968,104-13,968,104-100%$1.2B———
Wells Fargo & Company
N/A—11,184,832-11,184,832-100%$924.4M———
Envestnet Asset Management Inc
N/A—9,434,239-9,434,239-100%$779.7M———
Ameriprise Financial Inc
N/A—8,831,122-8,831,122-100%$737.9M———
Goldman Sachs Group Inc
N/A—8,140,228-8,140,228-100%$672.8M———
Nepc LLC
N/A—7,419,110-7,419,110-100%$613.2M———
Baird Financial Group, Inc.
N/A—7,359,239-7,359,239-100%$608.2M———
Wealthfront Advisers LLC
N/A—5,914,540-5,914,540-100%$488.8M———
UBS Group AG
N/A—5,592,906-5,592,906-100%$462.3M———
Prudential PLC
N/A—5,359,255-5,359,255-100%$442.9M———
Symetra Investment Management Co
N/A—5,220,575-5,220,575-100%$431.5M———
American Family Investments, Inc.
N/A—5,008,438-5,008,438-100%$413.9M———
Raymond James Financial Inc
N/A—4,878,704-4,878,704-100%$403.2M———
HighTower Advisors, LLC
N/A—3,481,108-3,481,108-100%$287.7M———
State of Tennessee, Department of Treasury
N/A—3,133,493-3,133,493-100%$259.0M———
Focus Partners Wealth
N/A—2,246,329-2,246,329-100%$185.7M———
Huntington National Bank
N/A—1,759,612-1,759,612-100%$145.4M———
Equitable Holdings, Inc.
N/A—1,675,481-1,675,481-100%$138.8M———
BlackRock, Inc.
N/A—1,602,709-1,602,709-100%$132.5M———
State Farm Mutual Automobile Insurance Co
N/A—1,542,000-1,542,000-100%$127.4M———
Vanguard Capital Management LLC
N/A—1,500,000-1,500,000-100%$124.0M———
Jones Financial Companies Lllp
N/A—1,436,086-1,436,086-100%$119.1M———
Buffalo Business & Estate Services LTD
N/A—1,394,338-1,394,338-100%$115.2M———
Cetera Investment Advisers
N/A—1,294,171-1,294,171-100%$107.0M———
Osaic Holdings, Inc.
N/A—1,278,897-1,278,897-100%$105.7M———
Old Mission Capital LLC
N/A—1,169,563-1,169,563-100%$96.7M———
Bridgewater Advisors Inc.
N/A—1,044,906-1,044,906-100%$84.8M———
Advisory Alpha, LLC
N/A—1,021,669-1,021,669-100%$84.4M———
Hilton Capital Management, LLC
N/A—1,015,539-1,015,539-100%$83.9M———
SG Americas Securities, LLC
N/A—997,791-997,791-100%$82.5M———
Benjamin Edwards Inc
N/A—980,080-980,080-100%$81.0M———
Flputnam Investment Management Co
N/A—917,416-917,416-100%$75.8M———
Strategic Financial Services, Inc.
N/A—885,012-885,012-100%$73.1M———
American Century Companies Inc
N/A—876,200-876,200-100%$72.4M———
Cape COD Five Cents Savings Bank
N/A—821,555-821,555-100%$67.9M———
National Bank of Canada
N/A—817,498-817,498-100%$67.6M———
1832 Asset Management L.P.
N/A—816,167-816,167-100%$67.5M———
Stifel Financial Corp
N/A—729,532-729,532-100%$60.3M———
&partners
N/A—709,689-709,689-100%$58.7M———
Scotia Capital Inc.
N/A—671,504-671,504-100%$55.5M———
RiverFront Investment Group, LLC
N/A—661,746-661,746-100%$54.7M———
Howe & Rusling Inc
N/A—658,720-658,720-100%$54.4M———
Bartlett & Co. Wealth Management LLC
N/A—651,041-651,041-100%$53.8M———
Bank of Montreal
N/A—649,424-649,424-100%$53.7M———
Arkos Global Advisors
N/A—638,941-638,941-100%$52.8M———
Mariner, LLC
N/A—636,520-636,520-100%$52.6M———
Raffa Wealth Management, LLC
N/A—613,965-613,965-100%$50.7M———
Winton Group Ltd
N/A—605,000-605,000-100%$50.0M———
Penserra Capital Management LLC
N/A—600,175-600,175-100%$49.6M———
Capula Management Ltd
N/A—600,000-600,000-100%$49.6M———
Private Advisor Group, LLC
N/A—582,699-582,699-100%$48.2M———
Stonebridge Capital Advisors LLC
N/A—568,072-568,072-100%$47.0M———
Steward Partners Investment Advisory, LLC
N/A—557,273-557,273-100%$46.1M———
NewEdge Advisors, LLC
N/A—533,201-533,201-100%$44.1M———
Alliancebernstein L.P.
N/A—532,173-532,173-100%$44.0M———
Northwestern Mutual Wealth Management Co
N/A—530,927-530,927-100%$43.9M———
Renaissance Technologies LLC
N/A—505,082-505,082-100%$41.7M———
Advisors Capital Management, LLC
N/A—476,136-476,136-100%$39.4M———
Tidal Investments LLC
N/A—461,483-461,483-100%$37.8M———
Vestmark Advisory Solutions, Inc.
N/A—456,652-456,652-100%$37.7M———
Sanctuary Advisors, LLC
N/A—440,674-440,674-100%$36.4M———
Allstate Corp
N/A—436,998-436,998-100%$36.1M———
American Financial Advisors, LLC
N/A—436,396-436,396-100%$36.1M———
Fiducient Advisors LLC
N/A—425,525-425,525-100%$35.2M———
Janney Montgomery Scott LLC
N/A—418,568-418,568-100%$34.6M———
Waverly Advisors, LLC
N/A—406,658-406,658-100%$33.6M———
Cbiz Investment Advisory Services, LLC
N/A—400,595-400,595-100%$33.1M———
Johnson Investment Counsel Inc
N/A—399,996-399,996-100%$33.1M———
Captrust Financial Advisors
N/A—394,021-394,021-100%$32.6M———
Summit Financial, LLC
N/A—388,878-388,878-100%$32.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—385,230-385,230-100%$31.8M———
Cerity Partners LLC
N/A—381,158-381,158-100%$29.3M———
Beacon Pointe Advisors, LLC
N/A—380,053-380,053-100%$31.4M———
Wescap Management Group, Inc.
N/A—370,956-370,956-100%$30.7M———
Bessemer Group Inc
N/A—367,859-367,859-100%$30.4M———
Vident Advisory, LLC
N/A—366,780-366,780-100%$30.3M———
Foundations Investment Advisors, LLC
N/A—346,086-346,086-100%$28.6M———
Envestnet Portfolio Solutions, Inc.
N/A—325,230-325,230-100%$26.9M———
Mercer Global Advisors Inc
N/A—324,053-324,053-100%$26.8M———
Berkeley Capital Partners, LLC
N/A—318,145-318,145-100%$26.3M———
ExodusPoint Capital Management, LP
N/A—302,920-302,920-100%$25.0M———
MML Investors Services, LLC
N/A—281,848-281,848-100%$23.3M———
Qube Research & Technologies Ltd
N/A—279,615-279,615-100%$23.1M———
Keyvantage Wealth, LLC
N/A—278,244-278,244-100%$23.0M———
First Financial Bankshares Inc
N/A—276,123-276,123-100%$22.8M———
Hall Capital Management Co Inc
N/A—265,533-265,533-100%$21.9M———
Topsail Wealth Management, LLC
N/A—256,228-256,228-100%$21.2M———
Ameritas Investment Partners, Inc.
N/A—250,212-250,212-100%$20.7M———
AQR Capital Management LLC
N/A—246,847-246,847-100%$20.4M———
Longview Financial Advisors LLC
N/A—242,452-242,452-100%$20.0M———
Bragg Financial Advisors, Inc
N/A—241,237-241,237-100%$19.9M———
Crews Bank & Trust
N/A—240,669-240,669-100%$19.9M———
Belpointe Asset Management LLC
N/A—231,783-231,783-100%$19.2M———
Rockefeller Capital Management L.P.
N/A—228,381-228,381-100%$18.9M———
TAGStone Capital, Inc.
N/A—228,161-228,161-100%$18.9M———
Causey Wealth LLC
N/A—227,336-227,336-100%$18.8M———
Susquehanna International Group, LLP
N/A—223,824-223,824-100%$18.5M———
Roundview Capital LLC
N/A—222,037-222,037-100%$18.4M———
Natixis Advisors, LLC
N/A—216,715-216,715-100%$17.9M———
Pinnacle Financial Partners, Inc.
N/A—215,558-215,558-100%$17.8M———
Commerce Bank
N/A—210,918-210,918-100%$17.4M———
Legacy Financial Group LLC
N/A—207,613-207,613-100%$17.2M———
OneAscent Financial Services LLC
N/A—201,165-201,165-100%$16.6M———
NewEdge Wealth, LLC
N/A—200,405-200,405-100%$16.6M———
Northwest Bancshares, Inc.
N/A—197,587-197,587-100%$16.3M———
1 North Wealth Services LLC
N/A—196,092-196,092-100%$16.2M———
Cordant, Inc.
N/A—188,917-188,917-100%$15.6M———
FLC Capital Advisors
N/A—181,924-181,924-100%$15.0M———
Jupiter Topco LLC
N/A—178,501-178,501-100%$14.8M———
SEI Investments Co
N/A—177,479-177,479-100%$14.7M———
Checchi Capital Advisers, LLC
N/A—166,774-166,774-100%$13.8M———
Atlantic Union Bankshares Corp
N/A—165,762-165,762-100%$13.7M———
EP Wealth Advisors, LLC
N/A—165,116-165,116-100%$13.6M———
United Services Automobile Association
N/A—162,657-162,657-100%$13.4M———
Sequoia Financial Advisors, LLC
N/A—161,962-161,962-100%$13.4M———
UBS Asset Management Americas LLC
N/A—158,428-158,428-100%$13.1M———
Westview Management dba Westview Investment Advisors
N/A—157,538-157,538-100%$13.0M———
ST Germain D J Co Inc
N/A—155,271-155,271-100%$12.8M———
Pallas Capital Advisors LLC
N/A—154,295-154,295-100%$12.8M———
Seaside Wealth Management, Inc.
N/A—153,282-153,282-100%$12.7M———
Members Advisory Group LLC
N/A—149,176-149,176-100%$12.3M———
Banco Santander, S.A.
N/A—147,791-147,791-100%$12.2M———
GSA Capital Partners LLP
N/A—147,444-147,444-100%$12.2M———
Cascade Wealth Advisors, Inc
N/A—144,050-144,050-100%$11.7M———
Shufro Rose & Co LLC
N/A—142,549-142,549-100%$11.8M———
Napier Financial, LLC
N/A—137,118-137,118-100%$11.3M———
Capital Analysts, LLC
N/A—136,666-136,666-100%$11.3M———
Covington Investment Advisors Inc.
N/A—133,995-133,995-100%$11.1M———
Manning & Napier Advisors LLC
N/A—133,093-133,093-100%$11.0M———
Heritage Trust Co
N/A—130,568-130,568-100%$10.8M———
Mutual Advisors, LLC
N/A—129,652-129,652-100%$10.7M———
Banque Transatlantique SA
N/A—128,307-128,307-100%$10.6M———
World Investment Advisors
N/A—127,578-127,578-100%$10.6M———
SageView Advisory Group, LLC
N/A—127,351-127,351-100%$10.5M———
Stephens Inc
N/A—127,224-127,224-100%$10.5M———
OneDigital Investment Advisors LLC
N/A—126,761-126,761-100%$10.5M———
Orion Porfolio Solutions, LLC
N/A—126,257-126,257-100%$10.4M———
Prepared Retirement Institute LLC
N/A—123,736-123,736-100%$10.2M———
Global Retirement Partners, LLC
N/A—122,389-122,389-100%$10.1M———
JT Stratford LLC
N/A—122,258-122,258-100%$10.1M———
Northern Trust Corp
N/A—121,178-121,178-100%$10.0M———
Silver Coast Investments LLC
N/A—116,454-116,454-100%$9.6M———
Miller Capital Partners, Inc.
N/A—114,821-114,821-100%$9.5M———
Rosenblum Silverman Sutton S F Inc
N/A—113,435-113,435-100%$9.4M———
Integrated Wealth Concepts LLC
N/A—111,261-111,261-100%$9.2M———
Whittier Trust Co
N/A—110,870-110,870-100%$9.1M———
Crabel Capital Management, LLC
N/A—107,991-107,991-100%$8.9M———
Headinvest, LLC
N/A—107,629-107,629-100%$8.9M———
Focus Partners Advisor Solutions, LLC
N/A—104,351-104,351-100%$8.6M———
Fiduciary Financial Advisors
N/A—101,857-101,857-100%$8.4M———
Petix & Botte Co
N/A—99,623-99,623-100%$8.2M———
Crewe Advisors LLC
N/A—93,675-93,675-100%$7.7M———
Jane Street Group, LLC
N/A—91,682-91,682-100%$7.6M———
Edgestream Partners, L.P.
N/A—91,239-91,239-100%$7.5M———
Osborne Partners Capital Management, LLC
N/A—88,720-88,720-100%$7.3M———
Prospect Financial Services LLC
N/A—87,446-87,446-100%$7.2M———
Trivium Point Advisory, LLC
N/A—87,019-87,019-100%$7.2M———
Blair William & Co
N/A—86,263-86,263-100%$7.1M———
Peapack Gladstone Financial Corp
N/A—85,822-85,822-100%$7.1M———
First American Trust, FSB
N/A—84,872-84,872-100%$7.0M———
Cresset Asset Management, LLC
N/A—83,817-83,817-100%$6.9M———
Bridge Generations Wealth Management LLC
N/A—82,421-82,421-100%$6.8M———
FMR LLC
N/A—82,159-82,159-100%$6.8M———
Larch Capital Partners LLC
N/A—80,903-80,903-100%$6.7M———
Guggenheim Capital LLC
N/A—77,417-77,417-100%$6.4M———
NorthRock Partners, LLC
N/A—76,976-76,976-100%$6.4M———
Conscious Wealth Investments, LLC
N/A—75,474-75,474-100%$6.2M———
ATLas Financial Planning LLC
N/A—75,402-75,402-100%$6.2M———
Spartan Wealth Advisory Services LLC
N/A—75,175-75,175-100%$6.2M———
Financial Engines Advisors L.L.C.
N/A—75,065-75,065-100%$6.2M———
Stelac Advisory Services LLC
N/A—74,776-74,776-100%$6.2M———
Tower Research Capital LLC (TRC)
N/A—73,383-73,383-100%$6.1M———
Invesco Ltd.
N/A—73,188-73,188-100%$6.0M———
MAI Capital Management
N/A—72,837-72,837-100%$6.0M———
Strategic Financial Partners, Ltd.
N/A—72,289-72,289-100%$6.0M———
One William Street Capital Management, L.P.
N/A—71,700-71,700-100%$5.9M———
Meeder Advisory Services, Inc.
N/A—71,246-71,246-100%$5.9M———
Pathstone Holdings, LLC
N/A—70,304-70,304-100%$5.8M———
Counterweight Ventures, LLC
N/A—69,887-69,887-100%$5.8M———
First Manhattan Co. Llc.
N/A—69,674-69,674-100%$5.8M———
Quadrature Capital Ltd
N/A—67,984-67,984-100%$5.6M———
Ameritas Advisory Services, LLC
N/A—67,409-67,409-100%$5.6M———
CIBC Bancorp USA Inc.
N/A—67,116-67,116-100%$5.5M———
Bay Rivers Group
N/A—67,109-67,109-100%$5.5M———
Capasso Planning Partners LLC
N/A—66,613-66,613-100%$5.5M———
Great Valley Advisor Group, Inc.
N/A—65,586-65,586-100%$5.4M———
Insigneo Advisory Services, LLC
N/A—65,509-65,509-100%$5.4M———
Veridan Wealth LLC
N/A—64,675-64,675-100%$5.3M———
SGL Investment Advisors, Inc.
N/A—63,245-63,245-100%$5.1M———
BFC Planning, Inc.
N/A—63,150-63,150-100%$5.2M———
Tide Cove Capital Partners LLC
N/A—62,425-62,425-100%$5.1M———
Drucker Wealth 3.0, LLC
N/A—62,368-62,368-100%$5.2M———
Cloud Capital Management, LLC
N/A—62,027-62,027-100%$5.1M———
Viawealth, LLC
N/A—61,925-61,925-100%$5.1M———
Gotham Asset Management, LLC
N/A—61,076-61,076-100%$5.0M———
Nicolet Bankshares Inc
N/A—59,422-59,422-100%$4.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—59,100-59,100-100%$4.9M———
Independent Advisor Alliance
N/A—58,734-58,734-100%$4.9M———
Wealthedge Investment Advisors, LLC
N/A—58,117-58,117-100%$4.8M———
Stratos Wealth Partners, Ltd.
N/A—57,985-57,985-100%$4.8M———
Bank of the Bluegrass & Trust Co.
N/A—57,578-57,578-100%$4.5M———
Lowe Brockenbrough & Co Inc
N/A—57,174-57,174-100%$4.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—56,094-56,094-100%$4.6M———
Harbour Investments, Inc.
N/A—55,391-55,391-100%$4.6M———
Weik Capital Management
N/A—54,101-54,101-100%$4.5M———
Prudential Financial Inc
N/A—53,364-53,364-100%$4.4M———
Whittier Trust Co of Nevada Inc
N/A—52,782-52,782-100%$4.3M———
Wealthspire Advisors, LLC
N/A—52,154-52,154-100%$4.3M———
Bank Hapoalim BM
N/A—52,024-52,024-100%$4.3M———
O'rourke & Company, Inc
N/A—51,302-51,302-100%$4.2M———
Advisory Research Inc
N/A—51,166-51,166-100%$4.2M———
Rialto Wealth Management, LLC
N/A—51,056-51,056-100%$4.2M———
United Capital Financial Advisors, LLC
N/A—50,562-50,562-100%$4.2M———
Gladstone Institutional Advisory LLC
N/A—49,611-49,611-100%$4.1M———
Severin Investments, LLC
N/A—49,060-49,060-100%$4.1M———
Hexagon Capital Partners LLC
N/A—48,083-48,083-100%$4.0M———
IFG Advisory, LLC
N/A—47,801-47,801-100%$4.0M———
Signal Tree Financial Partners LLC
N/A—47,588-47,588-100%$3.9M———
Titan Global Capital Management USA LLC
N/A—47,306-47,306-100%$3.9M———
Swan Capital LLC
N/A—46,936-46,936-100%$3.9M———
Ausdal Financial Partners, Inc.
N/A—45,426-45,426-100%$3.8M———
Modern Wealth Management, LLC
N/A—44,376-44,376-100%$3.7M———
Pure Financial Advisors, LLC
N/A—44,177-44,177-100%$3.7M———
Wealthspire Retirement, LLC
N/A—43,257-43,257-100%$3.6M———
Advisory Services Network, LLC
N/A—41,801-41,801-100%$3.5M———
Manufacturers Life Insurance Company, the
N/A—41,202-41,202-100%$3.4M———
Talon Private Wealth, LLC
N/A—41,199-41,199-100%$3.4M———
Van Diest Capital, LLC
N/A—41,028-41,028-100%$3.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—40,627-40,627-100%$3.4M———
HSBC Holdings PLC
N/A—40,363-40,363-100%$3.3M———
Modus Advisors, LLC
N/A—40,343-40,343-100%$3.3M———
Sandro Wealth Management LLC
N/A—40,181-40,181-100%$3.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—40,000-40,000-100%$3.3M———
Fortis Capital Management LLC
N/A—39,234-39,234-100%$3.2M———
American Investment Services, Inc.
N/A—38,787-38,787-100%$3.2M———
Payne Capital LLC
N/A—38,105-38,105-100%$3.1M———
Rehmann Capital Advisory Group
N/A—37,988-37,988-100%$3.1M———
Cornerstone Financial Group, LLC
N/A—37,663-37,663-100%$3.1M———
Chandler Asset Management, Inc.
N/A—37,260-37,260-100%$3.1M———
German American Bancorp, Inc.
N/A—37,251-37,251-100%$3.1M———
Aptus Capital Advisors, LLC
N/A—36,898-36,898-100%$3.0M———
Silver OAK Wealth Advisors Services, LLC
N/A—36,452-36,452-100%$3.0M———
Rathbones Group PLC
N/A—36,376-36,376-100%$3.0M———
TPG Financial Advisors, LLC
N/A—36,226-36,226-100%$3.0M———
Chesapeake Capital Corp
N/A—35,847-35,847-100%$3.0M———
Pettyjohn, Wood & White, Inc
N/A—33,885-33,885-100%$2.8M———
CreativeOne Wealth, LLC
N/A—32,710-32,710-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—32,583-32,583-100%$2.7M———
Rothschild Wealth LLC
N/A—32,249-32,249-100%$2.7M———
Brooks, Moore & Associates, Inc.
N/A—30,965-30,965-100%$2.6M———
Regal Investment Advisors LLC
N/A—30,859-30,859-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—30,724-30,724-100%$2.5M———
CVA Family Office, LLC
N/A—30,051-30,051-100%$2.5M———
Ironwood Investment Counsel, LLC
N/A—28,801-28,801-100%$2.4M———
Oakmont Advisory Group, LLC
N/A—27,930-27,930-100%$2.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—27,761-27,761-100%$2.3M———
Greenwich Wealth Management LLC
N/A—27,597-27,597-100%$2.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—27,223-27,223-100%$2.3M———
Arax Advisory Partners
N/A—26,726-26,726-100%$2.2M———
Betterment LLC
N/A—26,651-26,651-100%$2.2M———
AE Wealth Management LLC
N/A—26,630-26,630-100%$2.2M———
Morris Financial Concepts, Inc.
N/A—26,628-26,628-100%$2.2M———
Cornerstone Financial Management LLC
N/A—25,341-25,341-100%$2.1M———
PFG Investments, LLC
N/A—25,334-25,334-100%$2.1M———
Rockbridge Investment Management, LCC
N/A—25,131-25,131-100%$2.1M———
Composition Wealth, LLC
N/A—24,633-24,633-100%$2.0M———
Leavell Investment Management, Inc.
N/A—24,194-24,194-100%$2.0M———
Hobbs Group Advisors, LLC
N/A—23,947-23,947-100%$2.0M———
SouthState Bank Corp
N/A—23,842-23,842-100%$2.0M———
Twin Focus Capital Partners, LLC
N/A—23,544-23,544-100%$1.9M———
Mayflower Financial Advisors, LLC
N/A—23,431-23,431-100%$1.9M———
Bcwm, LLC
N/A—23,411-23,411-100%$1.9M———
Cardiff Park Advisors, LLC
N/A—23,274-23,274-100%$1.9M———
Disciplined Investments, LLC
N/A—23,267-23,267-100%$1.9M———
Saranac Partners Ltd
N/A—23,180-23,180-100%$1.9M———
Alesco Advisors, LLC, An ESL Co
N/A—23,160-23,160-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—23,097-23,097-100%$1.9M———
XTX Topco Ltd
N/A—22,979-22,979-100%$1.9M———
First Foundation Advisors
N/A—22,813-22,813-100%$1.9M———
Estate Counselors, LLC
N/A—22,765-22,765-100%$1.9M———
Centaurus Financial, Inc.
N/A—22,673-22,673-100%$1.9M———
Millennium Management LLC
N/A—22,544-22,544-100%$1.9M———
Cambria Investment Management, L.P.
N/A—22,349-22,349-100%$1.8M———
Coppell Advisory Solutions LLC
N/A—22,171-22,171-100%$1.2M———
W1m Asset Management Ltd
N/A—22,167-22,167-100%$1.8M———
National Philanthropic Trust
N/A—21,902-21,902-100%$1.8M———
Novak & Powell Financial Services, Inc.
N/A—21,825-21,825-100%$1.8M———
Petra Financial Advisors Inc
N/A—21,377-21,377-100%$1.8M———
Arkadios Wealth Advisors
N/A—21,260-21,260-100%$1.8M———
SHP Wealth Management
N/A—21,132-21,132-100%$1.7M———
CIBC World Market Inc.
N/A—20,793-20,793-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—20,673-20,673-100%$1.7M———
Strategic Investment Advisors / MI
N/A—20,521-20,521-100%$1.7M———
Cascade Financial Partners, LLC
N/A—19,725-19,725-100%$1.6M———
Forum Private Client Group LLC
N/A—19,574-19,574-100%$1.6M———
One Capital Management, LLC
N/A—18,812-18,812-100%$1.6M———
Resona Asset Management Co.,Ltd.
N/A—18,322-18,322-100%$1.5M———
HighPoint Advisor Group LLC
N/A—18,008-18,008-100%$1.5M———
Smith, Moore & Co.
N/A—17,868-17,868-100%$1.5M———
Fairview Capital Investment Management, LLC
N/A—17,794-17,794-100%$1.5M———
Summit Wealth Partners, LLC
N/A—17,474-17,474-100%$1.4M———
Tyche Wealth Partners LLC
N/A—17,285-17,285-100%$1.4M———
Man Group plc
N/A—17,264-17,264-100%$1.4M———
Argent Trust Co
N/A—16,778-16,778-100%$1.4M———
Beaird Harris Wealth Management, LLC
N/A—16,523-16,523-100%$1.4M———
Cunning Capital Partners, LP
N/A—16,200-16,200-100%$1.3M———
Smithfield Trust Co
N/A—15,942-15,942-100%$1.3M———
Novare Capital Management LLC
N/A—15,891-15,891-100%$1.3M———
Madison Wealth Partners, Inc
N/A—15,752-15,752-100%$1.3M———
Planning Project LLC
N/A—15,734-15,734-100%$1.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—15,543-15,543-100%$1.3M———
Engineers Gate Manager LP
N/A—15,407-15,407-100%$1.3M———
Stokes Family Office, LLC
N/A—15,012-15,012-100%$1.2M———
WCG Wealth Advisors LLC
N/A—14,756-14,756-100%$1.2M———
Dearborn Partners LLC
N/A—14,539-14,539-100%$1.2M———
Alteri Wealth LLC
N/A—14,185-14,185-100%$1.2M———
Alerus Financial NA
N/A—13,657-13,657-100%$1.1M———
WJ Financial Advisors LLC
N/A—13,273-13,273-100%$1.1M———
Ehrenkranz Partners L.P.
N/A—13,111-13,111-100%$1.1M———
IEQ Capital, LLC
N/A—13,099-13,099-100%$1.1M———
WFA of San Diego, LLC
N/A—13,071-13,071-100%$1.1M———
Hilltop Holdings Inc.
N/A—12,855-12,855-100%$1.1M———
Nwam LLC
N/A—12,431-12,431-100%$1.0M———
IMA Advisory Services, Inc.
N/A—12,428-12,428-100%$1.0M———
Orcam Financial Group
N/A—12,426-12,426-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—12,417-12,417-100%$1.0M———
AlTi Global, Inc.
N/A—12,400-12,400-100%$1.0M———
Vanguard National Trust Co
N/A—12,391-12,391-100%$1.0M———
Trustmark Bank Trust Department
N/A—12,353-12,353-100%$1.0M———
Mark Sheptoff Financial Planning, LLC
N/A—12,342-12,342-100%$1.0M———
Inspire Advisors, LLC
N/A—12,287-12,287-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—12,106-12,106-100%$1.0M———
Forum Finance Group S.A.
N/A—11,941-11,941-100%$798———
Stonebridge Financial Group, LLC
N/A—11,901-11,901-100%$983.0K———
Westshore Wealth, LLC
N/A—11,845-11,845-100%$979.0K———
GWN Securities Inc.
N/A—11,779-11,779-100%$973.5K———
Venturi Wealth Management, LLC
N/A—11,729-11,729-100%$969.3K———
Principal Securities, Inc.
N/A—11,622-11,622-100%$960.6K———
Transamerica Financial Advisors, LLC
N/A—11,583-11,583-100%$957.4K———
J. M. Brown & Associates Inc.
N/A—11,478-11,478-100%$948.7K———
Olde Wealth Management, LLC
N/A—11,366-11,366-100%$939.0K———
GTS Securities LLC
N/A—11,344-11,344-100%$937.6K———
Snowden Capital Advisors LLC
N/A—11,285-11,285-100%$932.7K———
Greenline Wealth Management LLC
N/A—11,145-11,145-100%$921.1K———
Shelter Mutual Insurance Co
N/A—10,917-10,917-100%$902.3K———
Sona Asset Management (US) LLC
N/A—10,885-10,885-100%$899.6K———
Houlihan Financial Resource Group, Ltd.
N/A—10,881-10,881-100%$899.3K———
Round Rock Advisors LLC
N/A—10,147-10,147-100%$838.6K———
Fiduciary Trust Co
N/A—9,505-9,505-100%$785.6K———
Zacks Investment Management
N/A—9,283-9,283-100%$767.3K———
Atlas Capital Advisors Inc.
N/A—9,264-9,264-100%$765.7K———
Objectivity Squared, LLC
N/A—9,196-9,196-100%$760.0K———
Astoria Portfolio Advisors Llc.
N/A—9,181-9,181-100%$758.8K———
Savvy Advisors, Inc.
N/A—9,137-9,137-100%$755.2K———
Strive Financial Group,LLC
N/A—9,122-9,122-100%$753.9K———
Interactive Financial Advisors, Inc.
N/A—9,105-9,105-100%$751.4K———
Wallace Advisory Group, LLC
N/A—9,052-9,052-100%$748.1K———
Planning Directions Inc
N/A—8,881-8,881-100%$734.0K———
Western Wealth Management, LLC
N/A—8,796-8,796-100%$727.0K———
Advisors Asset Management, Inc.
N/A—8,743-8,743-100%$722.6K———
Perennial Investment Advisors, LLC
N/A—8,575-8,575-100%$708.8K———
Steffes Financial, Ltd.
N/A—8,572-8,572-100%$708.5K———
Freestone Capital Holdings, LLC
N/A—8,563-8,563-100%$707.7K———
Octavia Wealth Advisors, LLC
N/A—8,560-8,560-100%$707.5K———
Synergy Investment Management, LLC
N/A—8,524-8,524-100%$695.2K———
Chase Investment Counsel Corp
N/A—8,483-8,483-100%$701.0K———
RWA Wealth Partners, LLC
N/A—8,452-8,452-100%$698.6K———
Sierra Capital LLC
N/A—8,325-8,325-100%$688.1K———
Ancora Advisors LLCA
N/A—8,100-8,100-100%$669.4K———
BTS Asset Management, Inc.
N/A—7,965-7,965-100%$658.3K———
Compass Advisory Group LLC
N/A—7,958-7,958-100%$657.7K———
FourThought Financial Partners, LLC
N/A—7,903-7,903-100%$653.2K———
Mosaic Financial Group, LLC
N/A—7,859-7,859-100%$650.0K———
Brown Advisory Inc
N/A—7,734-7,734-100%$639.2K———
Pennington Partners & Co., LLC
N/A—7,731-7,731-100%$639.0K———
Guardian Wealth Advisors, LLC / NC
N/A—7,718-7,718-100%$637.9K———
Cascades Capital Asset Management, LLC
N/A—7,644-7,644-100%$631.8K———
Keystone Financial Group
N/A—7,541-7,541-100%$623.3K———
Cary Street Partners Financial LLC
N/A—7,538-7,538-100%$623.1K———
Strategic Wealth Partners, Ltd.
N/A—7,383-7,383-100%$610.2K———
Investment Advisory Group, LLC
N/A—7,231-7,231-100%$597.6K———
Plotkin Financial Advisors, LLC
N/A—7,140-7,140-100%$590.1K———
Davis R M Inc
N/A—7,075-7,075-100%$584.7K———
RiverGlades Family Offices LLC
N/A—7,062-7,062-100%$583.7K———
Atomic Invest LLC
N/A—7,023-7,023-100%$582.7K———
Mason Investment Advisory Services, Inc.
N/A—6,816-6,816-100%$563.3K———
Sovereign Financial Group, Inc.
N/A—6,755-6,755-100%$558.3K———
Caitlin John, LLC
N/A—6,603-6,603-100%$545.8K———
Axis Wealth Partners, LLC
N/A—6,487-6,487-100%$536.2K———
Johnson Financial Group, Inc.
N/A—6,474-6,474-100%$535.1K———
WealthCollab, LLC
N/A—6,463-6,463-100%$534.2K———
Quantinno Capital Management LP
N/A—6,372-6,372-100%$526.7K———
Private Capital Management, LLC
N/A—6,359-6,359-100%$525.6K———
Palouse Capital Management, Inc.
N/A—6,252-6,252-100%$516.7K———
Transcend Capital Advisors, LLC
N/A—6,240-6,240-100%$515.7K———
Kovack Advisors, Inc.
N/A—6,169-6,169-100%$507.6K———
Empower Advisory Group, LLC
N/A—6,105-6,105-100%$504.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—5,990-5,990-100%$495.1K———
Garden State Investment Advisory Services LLC
N/A—5,938-5,938-100%$490.8K———
Seeds Investor LLC
N/A—5,895-5,895-100%$487.2K———
Tradition Wealth Management, LLC
N/A—5,823-5,823-100%$481.3K———
EFG International AG
N/A—5,794-5,794-100%$478.9K———
Capital Investment Management, Inc.
N/A—5,783-5,783-100%$478.0K———
Northstar Financial Companies, Inc.
N/A—5,707-5,707-100%$471.7K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—5,586-5,586-100%$461.7K———
Oxinas Partners, LLC
N/A—5,516-5,516-100%$455.9K———
Fourth Dimension Wealth, LLC
N/A—5,151-5,151-100%$425.7K———
Centennial Bank
N/A—5,137-5,137-100%$424.6K———
American Trust
N/A—5,036-5,036-100%$416.2K———
Wiser Advisor Group LLC
N/A—4,966-4,966-100%$410.4K———
Compass Capital Corp
N/A—4,933-4,933-100%$401.0K———
Disciplined Investors, L.L.C.
N/A—4,932-4,932-100%$407.7K———
Strategic Financial Concepts, LLC
N/A—4,880-4,880-100%$403.3K———
Zhang Financial LLC
N/A—4,870-4,870-100%$402.5K———
Allie Family Office LLC
N/A—4,855-4,855-100%$401.3K———
Glen Eagle Advisors, LLC
N/A—4,769-4,769-100%$394.2K———
Nalls Sherbakoff Group, LLC
N/A—4,769-4,769-100%$394.2K———
Evolve Private Wealth, LLC
N/A—4,732-4,732-100%$391.1K———
Gallagher Fiduciary Advisors, LLC
N/A—4,713-4,713-100%$389.5K———
17 Capital Partners, LLC
N/A—4,692-4,692-100%$387.8K———
TRB Wealth Management, LLC
N/A—4,598-4,598-100%$380.1K———
Laraway Financial Advisors Inc
N/A—4,522-4,522-100%$373.8K———
Conservest Capital Advisors, Inc.
N/A—4,485-4,485-100%$370.7K———
Hayek Kallen Investment Management
N/A—4,426-4,426-100%$366.0K———
Godfrey Financial Associates, Inc.
N/A—4,381-4,381-100%$362.1K———
Sonoma Allocations LLC
N/A—4,368-4,368-100%$359.4K———
Macro Advisors, Inc.
N/A—4,209-4,209-100%$347.9K———
Horizon Investments, LLC
N/A—4,202-4,202-100%$344.4K———
TD Capital Management LLC
N/A—4,100-4,100-100%$338.9K———
Vaughan Nelson Investment Management, L.P.
N/A—4,090-4,090-100%$338.0K———
Two Sigma Securities, LLC
N/A—4,089-4,089-100%$338.0K———
Geneos Wealth Management Inc.
N/A—4,056-4,056-100%$335.2K———
Ceeto Capital Group, LLC
N/A—4,000-4,000-100%$331.0K———
Orleans Capital Management Corp
N/A—3,982-3,982-100%$329.1K———
Eaton-Cambridge Inc.
N/A—3,900-3,900-100%$322.3K———
Marble Wealth, LLC
N/A—3,888-3,888-100%$321.3K———
Silver OAK Securities, Incorporated
N/A—3,841-3,841-100%$317.5K———
Peak Retirement Planning, Inc.
N/A—3,838-3,838-100%$317.2K———
HC Advisors, LLC
N/A—3,828-3,828-100%$316.4K———
Iron Gate Global Advisors LLC
N/A—3,792-3,792-100%$313.4K———
WealthTrust Axiom LLC
N/A—3,778-3,778-100%$312.3K———
Dorsey & Whitney Trust Co LLC
N/A—3,771-3,771-100%$311.7K———
Kane Investment Management, Inc.
N/A—3,758-3,758-100%$310.6K———
Hanover Advisors Inc
N/A—3,740-3,740-100%$309.1K———
49 Wealth Management, LLC
N/A—3,699-3,699-100%$305.7K———
Alongside, LLC
N/A—3,699-3,699-100%$305.7K———
Founders Financial Alliance, LLC
N/A—3,691-3,691-100%$305.1K———
Franklin Resources Inc
N/A—3,690-3,690-100%$305.0K———
Main Street Financial Solutions, LLC
N/A—3,656-3,656-100%$302.2K———
FSB Premier Wealth Management, Inc.
N/A—3,597-3,597-100%$297.3K———
Magnolia Capital Advisors LLC
N/A—3,549-3,549-100%$293.3K———
Nomura Asset Management Co LTD
N/A—3,518-3,518-100%$290.8K———
Boston Family Office LLC
N/A—3,450-3,450-100%$285.0K———
Security National Bank of Sioux City Iowa
N/A—3,425-3,425-100%$283.1K———
Seaview Investment Managers LLC
N/A—3,418-3,418-100%$282.5K———
Turim 21 Investimentos Ltda.
N/A—3,392-3,392-100%$280.3K———
Marex Group Ltd
N/A—3,282-3,282-100%$271.3K———
Berger Financial Group, Inc
N/A—3,239-3,239-100%$267.7K———
MidFirst Bank
N/A—3,232-3,232-100%$267.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,197-3,197-100%$264.2K———
Wellspring Financial Advisors, LLC
N/A—3,194-3,194-100%$264.0K———
Integrity Wealth Solutions LLC
N/A—3,192-3,192-100%$263.8K———
Vanguard Advisers Inc
N/A—3,178-3,178-100%$262.7K———
TRU Independence Asset Management 2, LLC
N/A—3,159-3,159-100%$261.1K———
Cozad Asset Management Inc
N/A—3,077-3,077-100%$254.3K———
Azimuth Capital Investment Management LLC
N/A—3,055-3,055-100%$252.5K———
Duncan Williams Asset Management, LLC
N/A—3,007-3,007-100%$248.5K———
Continuum Advisory, LLC
N/A—3,001-3,001-100%$248.0K———
Minot DeBlois Advisors LLC
N/A—3,000-3,000-100%$248.0K———
Performance Wealth Partners, LLC
N/A—2,984-2,984-100%$246.6K———
Twin Peaks Wealth Advisors, LLC
N/A—2,942-2,942-100%$243.1K———
Callahan Advisors, LLC
N/A—2,824-2,824-100%$233.4K———
Prostatis Group LLC
N/A—2,821-2,821-100%$233.1K———
Kickstand Ventures, Llc.
N/A—2,783-2,783-100%$230.0K———
Range Advisory, LLC
N/A—2,730-2,730-100%$225.7K———
Impact Partnership Wealth, LLC
N/A—2,723-2,723-100%$225.0K———
Xcelsior Advisor Partners LLC
N/A—2,695-2,695-100%$222.8K———
Texas Yale Capital Corp.
N/A—2,695-2,695-100%$222.7K———
Storen Legacy Partners, LLC
N/A—2,694-2,694-100%$222.7K———
Mendel Capital Management LLC
N/A—2,616-2,616-100%$216.2K———
Donaldson Capital Management, LLC
N/A—2,576-2,576-100%$212.9K———
OneAscent Family Office, LLC
N/A—2,510-2,510-100%$207.5K———
Sfmg, LLC
N/A—2,480-2,480-100%$205.0K———
BTG Pactual Asset Management US LLC
N/A—2,444-2,444-100%$202.0K———
Proficio Capital Partners LLC
N/A—2,436-2,436-100%$201.3K———
Bogart Wealth, LLC
N/A—2,403-2,403-100%$198.6K———
Investment Counsel Co of Nevada
N/A—2,295-2,295-100%$189.7K———
Federation des caisses Desjardins du Quebec
N/A—2,115-2,115-100%$174.8K———
N.E.W. Advisory Services LLC
N/A—2,106-2,106-100%$174.1K———
Hantz Financial Services, Inc.
N/A—2,092-2,092-100%$173.0K———
Protective Life Corp
N/A—2,070-2,070-100%$171.1K———
Silicon Valley Capital Partners
N/A—1,980-1,980-100%$163.7K———
Front Row Advisors LLC
N/A—1,940-1,940-100%$157.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,930-1,930-100%$159.5K———
Smartleaf Asset Management LLC
N/A—1,756-1,756-100%$145.7K———
Graney & King, LLC
N/A—1,683-1,683-100%$139.1K———
Urban Financial Advisory Corp
N/A—1,672-1,672-100%$138.2K———
Hills Bank & Trust Co
N/A—1,574-1,574-100%$130.1K———
Kilter Group LLC
N/A—1,542-1,542-100%$127.5K———
BNP Paribas Financial Markets
N/A—1,382-1,382-100%$114.2K———
WealthShield Partners, LLC
N/A—1,366-1,366-100%$112.9K———
Ogorek Anthony Joseph
N/A—1,132-1,132-100%$93.0K———
Nova Wealth Management, Inc.
N/A—1,000-1,000-100%$82.7K———
Bernard Wealth Management Corp.
N/A—967-967-100%$79.9K———
Timbuktu Capital Management, LLC
N/A—900-900-100%$74.4K———
Rothschild Investment LLC
N/A—890-890-100%$73.6K———
Consultiva Wealth Management, Corp.
N/A—832-832-100%$68.8K———
Proffitt & Goodson Inc
N/A—752-752-100%$62.2K———
Keating Financial Advisory Services, Inc.
N/A—726-726-100%$60.0K———
Truvestments Capital LLC
N/A—702-702-100%$58.0K———
Vision Retirement, LLC
N/A—696-696-100%$57.5K———
Harborfront Financial Group LLC
N/A—691-691-100%$57.1K———
Orion Capital Management LLC
N/A—677-677-100%$56.0K———
GeoWealth Management, LLC
N/A—676-676-100%$55.8K———
Delta Asset Management LLC
N/A—589-589-100%$48.7K———
Westfuller Advisors, LLC
N/A—510-510-100%$42.2K———
Brown Brothers Harriman & Co
N/A—450-450-100%$37.2K———
Allianz SE
N/A—430-430-100%$35.5K———
Ameriflex Group, Inc.
N/A—416-416-100%$34.4K———
HighMark Wealth Management LLC
N/A—400-400-100%$33.1K———
Tidemark, LLC
N/A—375-375-100%$31.0K———
Anchor Investment Management, LLC
N/A—372-372-100%$30.7K———
O'shaughnessy Asset Management, LLC
N/A—370-370-100%$30.6K———
Lazard Asset Management LLC
N/A—356-356-100%$29.4K———
Delos Wealth Advisors, LLC
N/A—321-321-100%$26.5K———
Dunhill Financial, LLC
N/A—302-302-100%$25.0K———
ESL Trust Services, LLC
N/A—238-238-100%$19.7K———
Cambient Family Office, LLC
N/A—226-226-100%$18.7K———
Raelipskie Partnership
N/A—215-215-100%$17.8K———
HM Payson & Co
N/A—206-206-100%$17.0K———
Colonial Trust Co / SC
N/A—206-206-100%$17.0K———
Medallion Wealth Advisors, LLC
N/A—203-203-100%$16.8K———
Cary Street Partners Investment Advisory LLC
N/A—202-202-100%$16.7K———
Mcguire Capital Advisors Inc
N/A—175-175-100%$14.5K———
Aventura Private Wealth, LLC
N/A—115-115-100%$9.5K———
Darwin Wealth Management, LLC
N/A—107-107-100%$8.9K———
Strategic Investment Solutions, Inc.
N/A—107-107-100%$8.8K———
Roble, Belko & Company, Inc
N/A—100-100-100%$8———
Cypress Capital Management LLC (WY)
N/A—90-90-100%$7.4K———
Kerr Financial Planning Corp
N/A—73-73-100%$6.0K———
USA Financial Formulas
N/A—56-56-100%$4.6K———
Millstone Evans Group, LLC
N/A—48-48-100%$4.0K———
PlanVest Financial, Inc
N/A—46-46-100%$3.8K———
Measured Wealth Private Client Group, LLC
N/A—42-42-100%$3.5K———
Mpwm Advisory Solutions, LLC
N/A—38-38-100%$3.2K———
Broadwater Capital Management LLC
N/A—38-38-100%$3.1K———
New Republic Capital, LLC
N/A—23-23-100%$1.9K———
Meramec Financial Planners, LLC
N/A—8-8-100%$651———
BNP Paribas
N/A—1-1-100%$83———
Colonial Trust Advisors
N/A—00—$26———
Showing 1453 of 1453 institutions