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Vanguard Tax-Exempt Bond ETF (VTEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares27,392,987 from 27,320,238
Change+72,749 (+0%)
Value$1.3B (-$84.5M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares10,983,707 from 10,444,670
Change+539,037 (+5%)
Value$520.2M (-$8.1M)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares6,867,973 from 6,394,230
Change+473,743 (+7%)
Value$325.3M (+$1.8M)
Filed 2026-10-14
Aspiriant, LLC
INCREASED
Shares4,402,750 from 4,272,813
Change+129,937 (+3%)
Value$208.5M (-$7.6M)
Filed 2026-10-16
Orgel Wealth Management, LLC
INCREASED
Shares4,334,288 from 3,570,951
Change+763,337 (+21%)
Value$205.3M (+$24.7M)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares3,797,113 from 3,591,532
Change+205,581 (+6%)
Value$179.8M (-$1.8M)
Filed 2026-11-05
Facet Wealth, Inc.
DECREASED
Shares2,519,059 from 2,590,804
Change-71,745 (-3%)
Value$119.3M (-$11.7M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares2,390,492 from 2,105,092
Change+285,400 (+14%)
Value$113.2M (+$6.7M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares2,349,203 from 2,403,494
Change-54,291 (-2%)
Value$111.3M (-$10.3M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,858,720 from 1,951,599
Change-92,879 (-5%)
Value$88.0M (-$10.7M)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares1,713,350 from 3,290,574
Change-1,577,224 (-48%)
Value$81.1M (-$84.1M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,574,269 from 1,664,709
Change-90,440 (-5%)
Value$72.8M (-$9.5M)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares1,311,481 from 203,184
Change+1,108,297 (+545%)
Value$62.1M (+$51.8M)
Filed 2026-10-22
Kestra Investment Management, LLC
INCREASED
Shares1,288,503 from 1,144,888
Change+143,615 (+13%)
Value$61.0M (+$3.1M)
Filed 2026-11-04
HBK Sorce Advisory LLC
INCREASED
Shares1,246,880 from 165,918
Change+1,080,962 (+652%)
Value$61.3M (+$53.0M)
Filed 2026-11-06
Baker Boyer National Bank
INCREASED
Shares1,195,063 from 1,194,965
Change+98 (+0%)
Value$56.6M (-$3.8M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares1,067,502 from 1,042,071
Change+25,431 (+2%)
Value$50.6M (-$2.2M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares977,848 from 495,904
Change+481,944 (+97%)
Value$46.3M (+$21.2M)
Filed 2026-11-02
West Financial Advisors, LLC
DECREASED
Shares963,176 from 1,110,601
Change-147,425 (-13%)
Value$45.6M (-$10.6M)
Filed 2026-10-22
Ackerman Capital Advisors, LLC
INCREASED
Shares951,056 from 950,473
Change+583 (+0%)
Value$45.0M (-$3.0M)
Filed 2026-10-30
Old National Bancorp
INCREASED
Shares949,265 from 837,585
Change+111,680 (+13%)
Value$45.0M (+$2.6M)
Filed 2026-10-20
Lutz Financial Services LLC
DECREASED
Shares930,792 from 1,663,916
Change-733,124 (-44%)
Value$44.1M (-$40.1M)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED
Shares926,218 from 854,509
Change+71,709 (+8%)
Value$43.9M (+$644.6K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares916,691 from 867,210
Change+49,481 (+6%)
Value$46.4M (+$2.5M)
Filed 2026-11-06
Wedmont Private Capital
DECREASED
Shares914,576 from 2,167,958
Change-1,253,382 (-58%)
Value$43.1M (-$66.0M)
Filed 2026-10-09
Jordan Park Group LLC
INCREASED
Shares906,842 from 647,609
Change+259,233 (+40%)
Value$42.9M (+$10.2M)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED
Shares885,125 from 962,019
Change-76,894 (-8%)
Value$41.9K (-$48.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares877,681 from 732,688
Change+144,993 (+20%)
Value$41.6M (+$4.5M)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares818,489 from 823,707
Change-5,218 (-1%)
Value$38.8M (-$2.9M)
Filed 2026-11-03
Foster Group, Inc.
DECREASED
Shares817,791 from 873,883
Change-56,092 (-6%)
Value$38.7M (-$5.5M)
Filed 2026-10-13
Allen Investment Management, LLC
INCREASED
Shares811,916 from 673,531
Change+138,385 (+21%)
Value$38.5M (+$4.4M)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
INCREASED
Shares798,303 from 734,141
Change+64,162 (+9%)
Value$37.8M (+$674.8K)
Filed 2026-10-26
Modera Wealth Management, LLC
INCREASED
Shares793,036 from 609,989
Change+183,047 (+30%)
Value$37.6M (+$6.7M)
Filed 2026-10-28
Lexington Hill Partners, LLC
INCREASED
Shares792,978 from 770,612
Change+22,366 (+3%)
Value$37.6M (-$1.4M)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares770,922 from 831,195
Change-60,273 (-7%)
Value$36.5M (-$5.5M)
Filed 2026-10-30
Heritage Investment Group, Inc.
DECREASED
Shares734,093 from 867,367
Change-133,274 (-15%)
Value$34.8M (-$9.1M)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares703,585 from 745,522
Change-41,937 (-6%)
Value$33.3M (-$4.4M)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares700,150 from 694,370
Change+5,780 (+1%)
Value$33.2M (-$2.0M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares695,650 from 474,158
Change+221,492 (+47%)
Value$32.9M (+$9.0M)
Filed 2026-10-16
New York Life Investment Management LLC
DECREASED
Shares687,523 from 858,958
Change-171,435 (-20%)
Value$32.6M (-$10.9M)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
DECREASED
Shares678,301 from 703,574
Change-25,273 (-4%)
Value$32.1M (-$3.5M)
Filed 2026-11-06
Waldron Private Wealth LLC
DECREASED
Shares656,416 from 697,759
Change-41,343 (-6%)
Value$31.1M (-$4.2M)
Filed 2026-11-02
Gleason Group, Inc.
DECREASED
Shares654,198 from 681,861
Change-27,663 (-4%)
Value$31.0M (-$3.5M)
Filed 2026-10-15
Boston Standard Wealth Management, LLC
NEW
Shares645,412
Change+645,412
Value$30.6M
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares642,042 from 633,143
Change+8,899 (+1%)
Value$30.4M (-$1.6M)
Filed 2026-10-22
Salomon & Ludwin, LLC
INCREASED
Shares592,030 from 578,375
Change+13,655 (+2%)
Value$28.0M (-$1.2M)
Filed 2026-10-29
Luminvest Wealth Management LLC
INCREASED
Shares578,927 from 551,562
Change+27,365 (+5%)
Value$27.4M (-$313.3K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares577,121 from 555,444
Change+21,677 (+4%)
Value$27.3M (-$761.9K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
DECREASED
Shares567,432 from 694,212
Change-126,780 (-18%)
Value$26.9M (-$8.2M)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares563,168 from 704,661
Change-141,493 (-20%)
Value$26.7M (-$9.0M)
Filed 2026-10-22
1900 Wealth Management LLC
INCREASED
Shares535,280 from 85,066
Change+450,214 (+529%)
Value$25.4M (+$21.0M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares528,735 from 526,057
Change+2,678 (+1%)
Value$25.0M (-$1.6M)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares524,949 from 504,194
Change+20,755 (+4%)
Value$24.7M (-$717.4K)
Filed 2026-10-08
Forum Financial Management, LP
DECREASED
Shares517,204 from 1,306,794
Change-789,590 (-60%)
Value$24.5M (-$41.6M)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
INCREASED
Shares517,180 from 512,991
Change+4,189 (+1%)
Value$24.5M (-$1.5M)
Filed 2026-10-05
Vise Technologies, Inc.
DECREASED
Shares509,156 from 515,317
Change-6,161 (-1%)
Value$24.1M (-$2.0M)
Filed 2026-10-29
Moller Wealth Partners
INCREASED
Shares497,997 from 425,059
Change+72,938 (+17%)
Value$23.6M (+$2.1M)
Filed 2026-10-15
CX Institutional
INCREASED
Shares492,818 from 428,558
Change+64,260 (+15%)
Value$23.3K (+$1.7K)
Filed 2026-10-02
First Horizon Corp
INCREASED
Shares482,386 from 462,478
Change+19,908 (+4%)
Value$22.8M (-$546.3K)
Filed 2026-10-26
Assetmark, Inc
DECREASED
Shares480,949 from 488,279
Change-7,330 (-1%)
Value$22.8M (-$1.9M)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares465,121 from 435,897
Change+29,224 (+7%)
Value$22.0M (-$19.5K)
Filed 2026-10-26
Atmos Advisory, LLC
INCREASED
Shares460,733 from 447,264
Change+13,469 (+3%)
Value$21.8M (-$802.3K)
Filed 2026-10-06
Linscomb Wealth, Inc.
INCREASED
Shares443,436 from 211,582
Change+231,854 (+110%)
Value$21.0M (+$10.3M)
Filed 2026-11-05
Legacy Edge Advisors, LLC
INCREASED
Shares442,100 from 235,085
Change+207,015 (+88%)
Value$20.9M (+$9.0M)
Filed 2026-11-06
Davidson Investment Advisors
INCREASED
Shares428,276 from 411,742
Change+16,534 (+4%)
Value$20.3M (-$542.8K)
Filed 2026-10-20
Altiora Financial Group, LLC
INCREASED
Shares418,565 from 318,638
Change+99,927 (+31%)
Value$19.8M (+$3.7M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares415,790 from 800,354
Change-384,564 (-48%)
Value$19.7M (-$20.8M)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares414,386 from 380,104
Change+34,282 (+9%)
Value$19.6M (+$399.7K)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares413,723 from 398,785
Change+14,938 (+4%)
Value$19.6M (-$576.6K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares404,582 from 464,971
Change-60,389 (-13%)
Value$19.2M (-$4.4M)
Filed 2026-11-04
Crusonia Wealth Advisors LLC
INCREASED
Shares401,137 from 125,835
Change+275,302 (+219%)
Value$19.0M (+$12.6M)
Filed 2026-10-26
Stairway Partners, LLC
DECREASED
Shares400,223 from 402,523
Change-2,300 (-1%)
Value$19.0M (-$1.4M)
Filed 2026-10-02
Resonant Capital Advisors, LLC
DECREASED
Shares398,221 from 595,998
Change-197,777 (-33%)
Value$18.9M (-$11.3M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares393,904 from 364,065
Change+29,839 (+8%)
Value$18.7K (-$18.4M)
Filed 2026-11-02
Willis Johnson Wealth, Inc.
INCREASED
Shares391,978 from 43,110
Change+348,868 (+809%)
Value$18.6M (+$16.4M)
Filed 2026-11-03
Seneca Financial Advisors LLC
DECREASED
Shares383,805 from 492,631
Change-108,826 (-22%)
Value$18.2M (-$6.7M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares380,903 from 226,152
Change+154,751 (+68%)
Value$18.0M (+$6.6M)
Filed 2026-11-04
Towneley Capital Management, Inc / de
DECREASED
Shares367,749 from 372,164
Change-4,415 (-1%)
Value$17.4M (-$1.4M)
Filed 2026-10-09
Brooklyn FI, LLC
INCREASED
Shares364,008 from 325,018
Change+38,990 (+12%)
Value$17.8M (+$1.6M)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares357,963 from 350,427
Change+7,536 (+2%)
Value$17.0M (-$771.5K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares355,489 from 338,279
Change+17,210 (+5%)
Value$16.8M (-$275.3K)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares345,220 from 275,456
Change+69,764 (+25%)
Value$16.3M (+$2.4M)
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares341,325 from 303,646
Change+37,679 (+12%)
Value$16.2M (+$806.7K)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares337,518 from 329,034
Change+8,484 (+3%)
Value$16.0M (-$657.7K)
Filed 2026-10-23
Carnegie Investment Counsel
INCREASED
Shares336,172 from 335,119
Change+1,053 (+0%)
Value$15.9M (-$1.0M)
Filed 2026-10-20
Unison Advisors LLC
INCREASED
Shares330,547 from 330,407
Change+140 (+0%)
Value$15.7M (-$1.1M)
Filed 2026-10-29
Newton One Investments LLC
INCREASED
Shares317,404 from 310,046
Change+7,358 (+2%)
Value$15.0M (-$649.9K)
Filed 2026-10-14
Frisco Financial Planning LLC
INCREASED
Shares316,763 from 305,744
Change+11,019 (+4%)
Value$15.0M (-$462.7K)
Filed 2026-10-05
Foster Victor Wealth Advisors, LLC
DECREASED
Shares315,332 from 325,726
Change-10,394 (-3%)
Value$15.1M (-$1.2M)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares308,484 from 290,045
Change+18,439 (+6%)
Value$14.6M (-$60.6K)
Filed 2026-10-08
Single Point Partners, LLC
DECREASED
Shares308,116 from 329,001
Change-20,885 (-6%)
Value$14.6M (-$2.0M)
Filed 2026-10-19
Florida Trust Wealth Management Co
INCREASED
Shares306,655 from 301,850
Change+4,805 (+2%)
Value$14.5M (-$744.4K)
Filed 2026-11-05
Clark Asset Management, LLC
DECREASED
Shares303,461 from 316,350
Change-12,889 (-4%)
Value$14.4M (-$1.6M)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares299,004 from 204,413
Change+94,591 (+46%)
Value$14.2M (+$3.8M)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares296,253 from 171,573
Change+124,680 (+73%)
Value$14.0M (+$5.4M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares292,030 from 213,291
Change+78,739 (+37%)
Value$13.8K (-$10.8M)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares291,470 from 294,870
Change-3,400 (-1%)
Value$13.8M (-$1.1M)
Filed 2026-11-04
Aprio Wealth Management, LLC
DECREASED
Shares287,660 from 287,867
Change-207 (0%)
Value$13.6M (-$936.8K)
Filed 2026-10-28
21 West Wealth Management LLC
NEW
Shares286,903
Change+286,903
Value$13.6M
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares285,370 from 290,478
Change-5,108 (-2%)
Value$13.5M (-$1.2M)
Filed 2026-10-08
Partners in Financial Planning
INCREASED
Shares282,766 from 262,359
Change+20,407 (+8%)
Value$13.4M (+$121.7K)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares282,448 from 278,331
Change+4,117 (+1%)
Value$13.4M (-$701.2K)
Filed 2026-11-06
Slow Capital, Inc.
INCREASED
Shares280,438 from 13,616
Change+266,822 (+1960%)
Value$13.3M (+$12.6M)
Filed 2026-10-23
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares277,993 from 227,560
Change+50,433 (+22%)
Value$13.2M (+$1.7M)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
DECREASED
Shares276,263 from 422,772
Change-146,509 (-35%)
Value$13.1M (-$8.3M)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares268,831 from 245,262
Change+23,569 (+10%)
Value$12.7M (+$326.5K)
Filed 2026-10-22
Hanson & Doremus Investment Management
INCREASED
Shares261,567 from 244,169
Change+17,398 (+7%)
Value$12.4K (-$12.3M)
Filed 2026-10-16
Tenret Co LLC
NEW
Shares260,422
Change+260,422
Value$12.3M
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares258,168 from 274,505
Change-16,337 (-6%)
Value$12.2M (-$1.7M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares254,420 from 258,219
Change-3,799 (-1%)
Value$12.0M (-$1.0M)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares248,488 from 172,773
Change+75,715 (+44%)
Value$11.8M (+$3.0M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
DECREASED
Shares247,197 from 292,859
Change-45,662 (-16%)
Value$11.7M (-$3.1M)
Filed 2026-10-01
Valmark Advisers, Inc.
INCREASED
Shares246,291 from 224,731
Change+21,560 (+10%)
Value$11.7M (+$297.5K)
Filed 2026-11-06
25 LLC
INCREASED
Shares243,331 from 183,538
Change+59,793 (+33%)
Value$11.5M (+$2.2M)
Filed 2026-10-13
AMI Investment Management Inc
INCREASED
Shares242,518 from 190,176
Change+52,342 (+28%)
Value$11.5M (+$1.9M)
Filed 2026-10-27
Level Wealth Management LLC
DECREASED
Shares242,258 from 306,836
Change-64,578 (-21%)
Value$11.5M (-$4.0M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares238,158 from 234,855
Change+3,303 (+1%)
Value$11.3M (-$599.8K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares233,164 from 58,752
Change+174,412 (+297%)
Value$11.0M (+$8.1M)
Filed 2026-10-30
Ashton Thomas Securities, LLC
INCREASED
Shares232,123 from 223,378
Change+8,745 (+4%)
Value$11.0M (-$305.1K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares228,327 from 120,957
Change+107,370 (+89%)
Value$10.8M (+$4.7M)
Filed 2026-10-26
Avantax Planning Partners, Inc.
INCREASED
Shares228,055 from 96,001
Change+132,054 (+138%)
Value$10.8M (+$5.9M)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares224,588 from 217,730
Change+6,858 (+3%)
Value$10.6M (-$376.3K)
Filed 2026-10-16
Stewardship Advisors, LLC
INCREASED
Shares220,657 from 211,823
Change+8,834 (+4%)
Value$10.5M (-$263.7K)
Filed 2026-10-20
Joel Adams & Associates, Inc.
INCREASED
Shares217,143 from 211,201
Change+5,942 (+3%)
Value$10.3M (-$398.7K)
Filed 2026-11-02
Capstone Capital LLC
INCREASED
Shares215,948 from 200,660
Change+15,288 (+8%)
Value$10.2M (+$77.9K)
Filed 2026-10-14
Cullen T Bankers, Inc.
DECREASED
Shares214,562 from 219,418
Change-4,856 (-2%)
Value$10.2M (-$936.5K)
Filed 2026-10-28
Roth Financial Partners LLC
DECREASED
Shares214,080 from 239,104
Change-25,024 (-10%)
Value$10.1M (-$2.0M)
Filed 2026-10-06
Physician Wealth Solutions Inc.
DECREASED
Shares213,821 from 231,559
Change-17,738 (-8%)
Value$10.1M (-$1.6M)
Filed 2026-10-14
Royal Harbor Partners, LLC
INCREASED
Shares207,855 from 199,885
Change+7,970 (+4%)
Value$9.8M (-$266.2K)
Filed 2026-10-29
Verus Financial Partners, Inc.
INCREASED
Shares200,940 from 184,834
Change+16,106 (+9%)
Value$9.5M (+$167.6K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
DECREASED
Shares195,434 from 196,900
Change-1,466 (-1%)
Value$9.3M (-$703.5K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares195,360 from 211,518
Change-16,158 (-8%)
Value$9.3M (-$1.4M)
Filed 2026-10-13
One Advisory Partners, LLC
INCREASED
Shares192,622 from 142,218
Change+50,404 (+35%)
Value$9.1M (+$1.9M)
Filed 2026-10-22
Liberty Capital Management, Inc.
INCREASED
Shares192,400 from 84,993
Change+107,407 (+126%)
Value$9.1M (+$4.8M)
Filed 2026-11-02
TruNorth Capital Management, LLC
NEW
Shares190,372
Change+190,372
Value$9.0M
Filed 2026-10-14
Silver Oak Advisory Group, Inc.
DECREASED
Shares189,022 from 202,568
Change-13,546 (-7%)
Value$9.0M (-$1.3M)
Filed 2026-11-06
Joseph Group Capital Management
NEW
Shares187,592
Change+187,592
Value$8.9M
Filed 2026-11-04
Beacon Wealthcare LLC
INCREASED
Shares186,761 from 180,362
Change+6,399 (+4%)
Value$8.8M (-$277.7K)
Filed 2026-10-02
Daymark Wealth Partners, LLC
INCREASED
Shares185,585 from 95,064
Change+90,521 (+95%)
Value$8.8M (+$4.0M)
Filed 2026-11-04
Washington Trust Advisors, Inc.
INCREASED
Shares185,124 from 180,974
Change+4,150 (+2%)
Value$8.8M (-$386.2K)
Filed 2026-10-22
Mustard Seed Financial, LLC
INCREASED
Shares180,049 from 166,976
Change+13,073 (+8%)
Value$8.5M (+$81.5K)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
DECREASED
Shares179,091 from 181,386
Change-2,295 (-1%)
Value$8.5M (-$692.7K)
Filed 2026-10-23
Collective Family Office LLC
INCREASED
Shares178,370 from 53,297
Change+125,073 (+235%)
Value$8.4M (+$5.8M)
Filed 2026-10-05
Anderson Hoagland & Co
INCREASED
Shares178,099 from 173,207
Change+4,892 (+3%)
Value$8.6M (-$139.0K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares172,062 from 154,498
Change+17,564 (+11%)
Value$8.1K (-$7.8M)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares171,412 from 169,793
Change+1,619 (+1%)
Value$8.1M (-$470.1K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares170,743 from 78,356
Change+92,387 (+118%)
Value$8.1M (+$4.1M)
Filed 2026-10-21
Firestone Capital Management
DECREASED
Shares169,224 from 197,616
Change-28,392 (-14%)
Value$8.0M (-$2.0M)
Filed 2026-11-03
Northern Lights Advisors, Inc.
INCREASED
Shares168,145 from 166,939
Change+1,206 (+1%)
Value$8.0M (-$480.4K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares168,017 from 26,924
Change+141,093 (+524%)
Value$8.0M (+$6.6M)
Filed 2026-10-21
Cooper S Advisors, LLC
INCREASED
Shares166,716 from 147,219
Change+19,497 (+13%)
Value$7.9M (+$449.4K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares166,637 from 354,852
Change-188,215 (-53%)
Value$7.9M (-$10.1M)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares163,744 from 151,745
Change+11,999 (+8%)
Value$7.8M (+$79.7K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares163,721 from 152,144
Change+11,577 (+8%)
Value$7.8M (+$58.4K)
Filed 2026-10-09
Soltis Investment Advisors LLC
INCREASED
Shares163,448 from 161,978
Change+1,470 (+1%)
Value$7.7M (-$452.0K)
Filed 2026-10-28
Vannoy Advisory Group, Inc.
INCREASED
Shares163,369 from 119,464
Change+43,905 (+37%)
Value$7.7M (+$1.7M)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
INCREASED
Shares158,095 from 154,381
Change+3,714 (+2%)
Value$7.5M (-$321.3K)
Filed 2026-10-29
Moody National Bank Trust Division
INCREASED
Shares157,974 from 151,469
Change+6,505 (+4%)
Value$7.5M (-$179.7K)
Filed 2026-10-06
Veratis Advisors, Inc.
DECREASED
Shares156,712 from 164,316
Change-7,604 (-5%)
Value$7.4M (-$889.2K)
Filed 2026-11-03
RTD Financial Advisors, Inc.
DECREASED
Shares155,857 from 175,271
Change-19,414 (-11%)
Value$7.4M (-$1.5M)
Filed 2026-10-09
Master's Wealth Management Inc.
INCREASED
Shares154,813 from 130,277
Change+24,536 (+19%)
Value$7.3M (+$742.6K)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
INCREASED
Shares153,896 from 136,038
Change+17,858 (+13%)
Value$7.3M (+$407.7K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares153,306 from 143,926
Change+9,380 (+7%)
Value$7.3M (-$19.2K)
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
DECREASED
Shares153,176 from 167,385
Change-14,209 (-8%)
Value$7.3M (-$1.2M)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
INCREASED
Shares151,776 from 126,647
Change+25,129 (+20%)
Value$7.2M (+$782.3K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares150,630 from 139,921
Change+10,709 (+8%)
Value$7.1M (+$56.6K)
Filed 2026-10-28
Trinity Financial Advisors LLC
INCREASED
Shares143,456 from 134,744
Change+8,712 (+6%)
Value$6.8M (-$21.2K)
Filed 2026-10-09
Chesley Taft & Associates LLC
DECREASED
Shares143,189 from 152,550
Change-9,361 (-6%)
Value$6.8M (-$934.5K)
Filed 2026-10-13
Vested Financial Planning, LLC
DECREASED
Shares142,060 from 168,500
Change-26,440 (-16%)
Value$6.7M (-$1.8M)
Filed 2026-10-28
Diversify Wealth Management, LLC
INCREASED
Shares142,029 from 104,634
Change+37,395 (+36%)
Value$6.8M (+$1.6M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares142,029 from 104,634
Change+37,395 (+36%)
Value$6.8M (+$1.6M)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares134,024 from 141,089
Change-7,065 (-5%)
Value$6.3M (-$788.9K)
Filed 2026-10-27
Patriot Investment Management Group, Inc.
INCREASED
Shares130,203 from 117,960
Change+12,243 (+10%)
Value$6.2M (+$200.0K)
Filed 2026-10-15
Buttonwood Financial Group, LLC
NEW
Shares128,160
Change+128,160
Value$6.1M
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares124,180 from 124,042
Change+138 (+0%)
Value$5.9M (-$392.9K)
Filed 2026-10-16
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares124,005 from 84,934
Change+39,071 (+46%)
Value$5.9M (+$1.6M)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares123,880 from 56,575
Change+67,305 (+119%)
Value$5.9M (+$3.0M)
Filed 2026-10-15
Kings Path Partners LLC
DECREASED
Shares123,163 from 123,291
Change-128 (0%)
Value$5.8M (-$403.1K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares122,000 from 137,183
Change-15,183 (-11%)
Value$5.8M (-$1.2M)
Filed 2026-11-04
Brown Wealth Management, LLC
INCREASED
Shares118,812 from 112,295
Change+6,517 (+6%)
Value$5.6M (-$53.0K)
Filed 2026-10-20
Diversified Portfolios, Inc.
DECREASED
Shares114,645 from 234,692
Change-120,047 (-51%)
Value$5.4M (-$6.4M)
Filed 2026-11-04
Stage Harbor Financial, LLC
DECREASED
Shares112,965 from 112,971
Change-6 (0%)
Value$5.4M (-$364.1K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
DECREASED
Shares111,715 from 113,421
Change-1,706 (-1%)
Value$5.3M (-$446.0K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares111,335
Change+111,335
Value$5.3M
Filed 2026-10-21
Xena Financial Planning, LLC
DECREASED
Shares110,711 from 138,926
Change-28,215 (-20%)
Value$5.2M (-$1.8M)
Filed 2026-10-13
Element Pointe Advisors, LLC
INCREASED
Shares110,086 from 99,015
Change+11,071 (+11%)
Value$5.2M (+$205.5K)
Filed 2026-10-21
Mariner Investment Group LLC
NEW
Shares110,000
Change+110,000
Value$5.2M
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares109,834 from 86,024
Change+23,810 (+28%)
Value$5.2M (+$850.6K)
Filed 2026-11-03
King Luther Capital Management Corp
INCREASED
Shares109,593 from 98,805
Change+10,788 (+11%)
Value$5.2M (+$192.8K)
Filed 2026-11-05
Retirement Investment Advisors, Inc.
INCREASED
Shares109,202 from 106,540
Change+2,662 (+3%)
Value$5.2M (-$184.0K)
Filed 2026-10-22
K2 Financial Inc.
DECREASED
Shares109,025 from 112,602
Change-3,577 (-3%)
Value$5.2M (-$525.3K)
Filed 2026-10-26
NewCorp Financial Services, Inc.
INCREASED
Shares107,813 from 105,194
Change+2,619 (+2%)
Value$5.1M (-$214.7K)
Filed 2026-10-14
Rochester Wealth Strategies, LLC
DECREASED
Shares107,597 from 134,969
Change-27,372 (-20%)
Value$5.1M (-$1.7M)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares106,683 from 93,640
Change+13,043 (+14%)
Value$5.1M (+$316.2K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares106,655 from 87,573
Change+19,082 (+22%)
Value$5.2M (+$811.0K)
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares104,869 from 107,676
Change-2,807 (-3%)
Value$5.0M (-$479.7K)
Filed 2026-10-29
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares104,240 from 121,565
Change-17,325 (-14%)
Value$4.9M (-$1.2M)
Filed 2026-10-08
Tortoise Investment Management, LLC
INCREASED
Shares103,680 from 65,548
Change+38,132 (+58%)
Value$4.9M (+$1.6M)
Filed 2026-11-06
Envision Financial LLC
DECREASED
Shares103,529 from 104,618
Change-1,089 (-1%)
Value$4.9M (-$388.4K)
Filed 2026-10-15
Mason & Associates, LLC
INCREASED
Shares102,732 from 85,539
Change+17,193 (+20%)
Value$4.9M (+$538.8K)
Filed 2026-10-26
Motive Wealth Advisors
INCREASED
Shares102,712 from 66,228
Change+36,484 (+55%)
Value$4.9M (+$1.5M)
Filed 2026-10-26
Certior Financial Group, LLC
DECREASED
Shares102,433 from 103,998
Change-1,565 (-1%)
Value$4.9M (-$409.0K)
Filed 2026-10-19
Shade Tree Advisors LLC
INCREASED
Shares100,803 from 98,980
Change+1,823 (+2%)
Value$4.8M (-$232.3K)
Filed 2026-10-22
Legacy Wealth Partners, LLC
DECREASED
Shares100,586 from 106,500
Change-5,914 (-6%)
Value$4.8M (-$623.0K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares99,957 from 48,611
Change+51,346 (+106%)
Value$4.7M (+$2.3M)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares99,802 from 75,502
Change+24,300 (+32%)
Value$4.7M (+$907.7K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares97,823 from 23,465
Change+74,358 (+317%)
Value$4.6M (+$3.4M)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares97,040 from 105,094
Change-8,054 (-8%)
Value$4.6M (-$719.8K)
Filed 2026-10-20
Mission Wealth Management, LP
INCREASED
Shares96,967 from 26,643
Change+70,324 (+264%)
Value$4.6M (+$3.2M)
Filed 2026-10-15
High Probability Advisors, LLC
INCREASED
Shares96,751 from 95,878
Change+873 (+1%)
Value$4.6M (-$267.4K)
Filed 2026-10-19
Lpwm LLC
INCREASED
Shares96,622 from 75,350
Change+21,272 (+28%)
Value$4.6M (+$764.8K)
Filed 2026-10-20
Watershed Private Wealth LLC
INCREASED
Shares96,484 from 85,950
Change+10,534 (+12%)
Value$4.6M (+$222.1K)
Filed 2026-10-30
Westover Capital Advisors, LLC
NEW
Shares96,050
Change+96,050
Value$4.5M
Filed 2026-10-26
Verus Wealth Management, LLC
DECREASED
Shares96,035 from 102,980
Change-6,945 (-7%)
Value$4.5M (-$660.5K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares95,753 from 68,832
Change+26,921 (+39%)
Value$4.5M (+$1.1M)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares94,811 from 76,360
Change+18,451 (+24%)
Value$4.5M (+$628.0K)
Filed 2026-11-03
Keystone Global Partners, LLC
INCREASED
Shares94,396 from 91,386
Change+3,010 (+3%)
Value$4.5M (-$151.7K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares94,231 from 107,003
Change-12,772 (-12%)
Value$4.6M (-$850.5K)
Filed 2026-10-30
TBH Global Asset Management, LLC
DECREASED
Shares93,687 from 96,064
Change-2,377 (-2%)
Value$4.4M (-$421.9K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares91,480 from 104,321
Change-12,841 (-12%)
Value$4.3M (-$944.1K)
Filed 2026-11-04
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares91,389 from 90,600
Change+789 (+1%)
Value$4.3M (-$254.4K)
Filed 2026-11-06
Vicus Capital
INCREASED
Shares91,055 from 88,682
Change+2,373 (+3%)
Value$4.3M (-$173.2K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares90,803 from 93,768
Change-2,965 (-3%)
Value$4.3M (-$442.4K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares90,635 from 98,971
Change-8,336 (-8%)
Value$4.3M (-$713.4K)
Filed 2026-10-21
SigFig Wealth Management, LLC
INCREASED
Shares90,356 from 80,055
Change+10,301 (+13%)
Value$4.3M (+$225.3K)
Filed 2026-10-07
Olio Financial Planning
INCREASED
Shares89,287 from 85,515
Change+3,772 (+4%)
Value$4.2M (-$96.7K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares89,244 from 77,904
Change+11,340 (+15%)
Value$4.2M (+$286.2K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
DECREASED
Shares89,011 from 94,172
Change-5,161 (-5%)
Value$4.2M (-$547.7K)
Filed 2026-11-06
Elser Financial Planning, Inc
DECREASED
Shares88,639 from 106,255
Change-17,616 (-17%)
Value$4.2M (-$1.2M)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares87,733 from 69,035
Change+18,698 (+27%)
Value$4.2M (+$663.3K)
Filed 2026-11-04
Grey Fox Wealth Advisors, LLC
INCREASED
Shares87,610 from 44,196
Change+43,414 (+98%)
Value$4.1M (+$1.9M)
Filed 2026-11-03
Insight Wealth Strategies, LLC
INCREASED
Shares86,913 from 84,138
Change+2,775 (+3%)
Value$4.1M (-$130.2K)
Filed 2026-10-09
L.K. Benson & Company, P.C.
INCREASED
Shares86,791 from 81,043
Change+5,748 (+7%)
Value$4.1M (+$11.3K)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED
Shares86,424 from 153,195
Change-66,771 (-44%)
Value$4.1M (-$3.7M)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares86,042 from 108,772
Change-22,730 (-21%)
Value$4.1M (-$1.4M)
Filed 2026-10-14
Jnba Financial Advisors
DECREASED
Shares85,308 from 92,273
Change-6,965 (-8%)
Value$4.0M (-$627.0K)
Filed 2026-11-03
Sellwood Investment Partners LLC
INCREASED
Shares85,006 from 71,720
Change+13,286 (+19%)
Value$4.0M (+$398.3K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares84,741 from 94,609
Change-9,868 (-10%)
Value$4.0M (-$772.0K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
INCREASED
Shares84,682 from 83,958
Change+724 (+1%)
Value$4.0M (-$236.1K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares83,979 from 133,358
Change-49,379 (-37%)
Value$4.0M (-$2.8M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares83,294 from 92,617
Change-9,323 (-10%)
Value$3.9M (-$739.8K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
INCREASED
Shares83,213 from 78,977
Change+4,236 (+5%)
Value$3.9M (-$53.7K)
Filed 2026-10-28
Bear Mountain Capital, Inc.
DECREASED
Shares82,403 from 92,578
Change-10,175 (-11%)
Value$4.0M (-$700.4K)
Filed 2026-11-04
Allodium Investment Consultants, LLC
DECREASED
Shares82,376 from 83,684
Change-1,308 (-2%)
Value$3.9M (-$331.4K)
Filed 2026-10-14
Goodman Advisory Group, LLC
DECREASED
Shares81,744 from 119,766
Change-38,022 (-32%)
Value$3.9M (-$2.2M)
Filed 2026-11-02
Steph & Co
INCREASED
Shares81,726 from 59,993
Change+21,733 (+36%)
Value$3.9M (+$836.1K)
Filed 2026-10-07
Morton Brown Family Wealth, LLC
INCREASED
Shares81,696 from 8,397
Change+73,299 (+873%)
Value$3.9M (+$3.4M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares81,213 from 10,581
Change+70,632 (+668%)
Value$3.8M (+$3.3M)
Filed 2026-11-03
Unique Wealth, LLC
DECREASED
Shares80,603 from 157,897
Change-77,294 (-49%)
Value$3.8M (-$4.2M)
Filed 2026-10-16
Encompass Wealth Advisors, LLC
INCREASED
Shares80,440 from 24,820
Change+55,620 (+224%)
Value$3.8M (+$2.6M)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares79,800 from 86,067
Change-6,267 (-7%)
Value$3.8M (-$574.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares79,662 from 99,806
Change-20,144 (-20%)
Value$3.8M (-$1.3M)
Filed 2026-11-04
Brewster Financial Planning LLC
INCREASED
Shares77,089 from 71,104
Change+5,985 (+8%)
Value$3.7M (+$54.5K)
Filed 2026-10-13
Financial Planning Navigators Corp
DECREASED
Shares76,636 from 130,562
Change-53,926 (-41%)
Value$3.6M (-$3.0M)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares76,507 from 45,290
Change+31,217 (+69%)
Value$3.6M (+$1.3M)
Filed 2026-10-22
Financial Guidance Group, Inc.
DECREASED
Shares76,454 from 79,504
Change-3,050 (-4%)
Value$3.6M (-$400.4K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares76,444 from 71,798
Change+4,646 (+6%)
Value$3.6M (-$11.1K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares75,590 from 114,787
Change-39,197 (-34%)
Value$3.6M (-$2.2M)
Filed 2026-10-30
Financial Life Advisors
DECREASED
Shares75,472 from 78,989
Change-3,517 (-4%)
Value$3.6M (-$420.9K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares72,935 from 50,137
Change+22,798 (+45%)
Value$3.5M (+$918.3K)
Filed 2026-10-23
UMB Bank, n.a.
INCREASED
Shares72,401 from 63,432
Change+8,969 (+14%)
Value$3.4M (+$220.5K)
Filed 2026-11-06
Smith & Howard Wealth Management, LLC
NEW
Shares71,103
Change+71,103
Value$3.4M
Filed 2026-10-27
Schmidt P J Investment Management Inc
INCREASED
Shares70,350 from 69,201
Change+1,149 (+2%)
Value$3.3M (-$168.4K)
Filed 2026-11-02
William Mack & Associates, Inc.
DECREASED
Shares69,638 from 70,242
Change-604 (-1%)
Value$3.3M (-$254.8K)
Filed 2026-10-27
Presilium Private Wealth, LLC
INCREASED
Shares69,344 from 28,767
Change+40,577 (+141%)
Value$3.3M (+$1.8M)
Filed 2026-10-26
Bernardo Wealth Planning LLC
INCREASED
Shares68,730 from 28,320
Change+40,410 (+143%)
Value$3.3M (+$1.8M)
Filed 2026-10-23
1834 Investment Advisors Co
INCREASED
Shares68,413 from 62,527
Change+5,886 (+9%)
Value$3.2M (+$77.4K)
Filed 2026-10-16
Equita Financial Network, Inc.
DECREASED
Shares67,090 from 93,861
Change-26,771 (-29%)
Value$3.2M (-$1.6M)
Filed 2026-10-19
Fulton Bank, N.A.
DECREASED
Shares66,730 from 71,243
Change-4,513 (-6%)
Value$3.2M (-$443.1K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
INCREASED
Shares66,266 from 48,395
Change+17,871 (+37%)
Value$3.1M (+$690.5K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares66,144 from 72,940
Change-6,796 (-9%)
Value$3.1M (-$556.8K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares65,915
Change+65,915
Value$3.1M
Filed 2026-11-03
Capital Investment Services of America, Inc.
DECREASED
Shares65,775 from 70,525
Change-4,750 (-7%)
Value$3.1M (-$452.1K)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares65,204 from 58,856
Change+6,348 (+11%)
Value$3.1M (+$111.1K)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
INCREASED
Shares65,136 from 59,115
Change+6,021 (+10%)
Value$3.1M (+$94.8K)
Filed 2026-10-21
MB, Levis & Associates, LLC
INCREASED
Shares64,530 from 64,314
Change+216 (+0%)
Value$3.1M (-$196.8K)
Filed 2026-10-16
Eclectic Associates Inc
INCREASED
Shares63,895 from 50,139
Change+13,756 (+27%)
Value$3.0M (+$490.0K)
Filed 2026-10-09
Rede Wealth, LLC
INCREASED
Shares63,795 from 63,573
Change+222 (+0%)
Value$3.0M (-$194.2K)
Filed 2026-10-22
Paragon Capital Management Ltd
INCREASED
Shares63,743 from 51,762
Change+11,981 (+23%)
Value$3.0M (+$400.7K)
Filed 2026-10-09
Chatham Capital Group, Inc.
INCREASED
Shares63,064 from 53,065
Change+9,999 (+19%)
Value$3.0M (+$302.7K)
Filed 2026-10-16
Aspire Private Capital, LLC
DECREASED
Shares62,185 from 70,092
Change-7,907 (-11%)
Value$2.9M (-$600.2K)
Filed 2026-11-05
ForthRight Wealth Management, LLC
DECREASED
Shares62,108 from 146,259
Change-84,151 (-58%)
Value$2.9M (-$4.5M)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED
Shares61,876 from 59,616
Change+2,260 (+4%)
Value$2.9M (-$84.9K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
DECREASED
Shares61,696 from 67,836
Change-6,140 (-9%)
Value$2.9M (-$509.2K)
Filed 2026-10-09
CWS Financial Advisors, LLC
INCREASED
Shares60,418 from 31,968
Change+28,450 (+89%)
Value$2.9M (+$1.2M)
Filed 2026-10-16
Acima Private Wealth, LLC
INCREASED
Shares60,068 from 54,499
Change+5,569 (+10%)
Value$2.8M (+$88.3K)
Filed 2026-10-05
Mattern Capital Management, LLC
INCREASED
Shares59,952 from 59,478
Change+474 (+1%)
Value$2.8M (-$169.1K)
Filed 2026-11-02
Sonata Capital Group Inc
DECREASED
Shares59,830 from 60,180
Change-350 (-1%)
Value$2.8M (-$210.4K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
DECREASED
Shares59,806 from 65,977
Change-6,171 (-9%)
Value$2.8M (-$504.7K)
Filed 2026-11-04
Rainier Family Wealth Inc
INCREASED
Shares59,728 from 54,688
Change+5,040 (+9%)
Value$2.8M (+$62.6K)
Filed 2026-11-02
Catalyst Financial Partners LLC
UNCHANGED
Shares59,485 from 59,485
Change0 (0%)
Value$2.8M (-$191.5K)
Filed 2026-11-06
Timonier Family Office, Ltd.
DECREASED
Shares59,462 from 59,505
Change-43 (0%)
Value$2.8M (-$193.6K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares59,212 from 56,877
Change+2,335 (+4%)
Value$2.8M (-$72.5K)
Filed 2026-10-15
Skyline Advisors, Inc.
NEW
Shares59,109
Change+59,109
Value$2.8M
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares58,985 from 73,355
Change-14,370 (-20%)
Value$2.8M (-$916.8K)
Filed 2026-11-03
Advisory Solutions Group, LLC
NEW
Shares58,885
Change+58,885
Value$2.8M
Filed 2026-10-14
Laurel Wealth Advisors LLC
INCREASED
Shares58,619 from 53,058
Change+5,561 (+10%)
Value$2.8M (+$92.5K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares58,407 from 54,235
Change+4,172 (+8%)
Value$2.8M (+$22.9K)
Filed 2026-11-05
Kuhn & Co Investment Counsel
INCREASED
Shares58,284 from 56,614
Change+1,670 (+3%)
Value$2.8M (-$103.2K)
Filed 2026-10-29
Asset Allocation Strategies LLC
INCREASED
Shares58,185 from 38,251
Change+19,934 (+52%)
Value$2.8M (+$820.9K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
NEW
Shares58,039
Change+58,039
Value$2.7M
Filed 2026-11-03
Moneywise, Inc.
INCREASED
Shares57,438 from 57,003
Change+435 (+1%)
Value$2.7M (-$163.0K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares57,321 from 52,025
Change+5,296 (+10%)
Value$2.7M (+$83.3K)
Filed 2026-10-13
Oasis Advisors, LLC
NEW
Shares57,307
Change+57,307
Value$2.7M
Filed 2026-10-16
Steele Capital Management, Inc.
INCREASED
Shares56,781 from 56,266
Change+515 (+1%)
Value$2.7M (-$156.8K)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED
Shares56,304 from 60,035
Change-3,731 (-6%)
Value$2.7M (-$370.0K)
Filed 2026-10-08
VestGen Advisors, LLC
INCREASED
Shares56,269 from 56,075
Change+194 (+0%)
Value$2.7M (-$171.4K)
Filed 2026-10-27
Claro Advisors Inc.
INCREASED
Shares55,955 from 54,625
Change+1,330 (+2%)
Value$2.7M (-$112.9K)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares55,925 from 178,378
Change-122,453 (-69%)
Value$2.6M (-$6.4M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares55,676 from 74,331
Change-18,655 (-25%)
Value$2.6M (-$1.1M)
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares54,685 from 94,979
Change-40,294 (-42%)
Value$2.6M (-$2.2M)
Filed 2026-10-14
Great Waters Wealth Management
DECREASED
Shares54,486 from 56,704
Change-2,218 (-4%)
Value$2.6M (-$287.6K)
Filed 2026-10-07
Heritage Family Offices, LLP
INCREASED
Shares54,325 from 30,427
Change+23,898 (+79%)
Value$2.6M (+$1.0M)
Filed 2026-11-02
Peak Wealth Management LLC
INCREASED
Shares54,207 from 15,182
Change+39,025 (+257%)
Value$2.6M (+$1.8M)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares54,081 from 47,755
Change+6,326 (+13%)
Value$2.6M (+$145.8K)
Filed 2026-10-02
Culbertson A N & Co Inc
INCREASED
Shares53,650 from 50,570
Change+3,080 (+6%)
Value$2.5M (-$17.0K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares53,092 from 35,378
Change+17,714 (+50%)
Value$2.5M (+$725.0K)
Filed 2026-11-03
TPG Advisors LLC
INCREASED
Shares53,022 from 52,451
Change+571 (+1%)
Value$2.5M (-$141.8K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares52,840 from 1,366
Change+51,474 (+3768%)
Value$2.5M (+$2.4M)
Filed 2026-10-15
Precedent Wealth Partners, LLC
INCREASED
Shares52,666 from 49,593
Change+3,073 (+6%)
Value$2.5M (-$14.1K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares52,629 from 51,674
Change+955 (+2%)
Value$2.5M (-$121.2K)
Filed 2026-11-05
ACT Wealth Management, LLC
INCREASED
Shares51,786 from 50,090
Change+1,696 (+3%)
Value$2.5M (-$81.0K)
Filed 2026-10-09
Mann Financial Group, Inc.
NEW
Shares51,590
Change+51,590
Value$2.4M
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares51,146 from 49,290
Change+1,856 (+4%)
Value$2.5M (+$40.8K)
Filed 2026-10-27
Sincerus Advisory, LLC
DECREASED
Shares50,474 from 63,210
Change-12,736 (-20%)
Value$2.4M (-$806.7K)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares50,316
Change+50,316
Value$2.5M
Filed 2026-10-29
Archer Investment Management, LLC
INCREASED
Shares50,053 from 43,486
Change+6,567 (+15%)
Value$2.4M (+$171.0K)
Filed 2026-10-13
Surience Private Wealth LLC
INCREASED
Shares50,022 from 37,690
Change+12,332 (+33%)
Value$2.4M (+$462.7K)
Filed 2026-10-16
Mullooly Asset Management, Inc.
INCREASED
Shares48,392 from 47,259
Change+1,133 (+2%)
Value$2.3M (-$98.6K)
Filed 2026-10-30
Enclave Advisors LLC
INCREASED
Shares48,095 from 47,215
Change+880 (+2%)
Value$2.3M (-$110.3K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares48,049 from 20,371
Change+27,678 (+136%)
Value$2.3M (+$1.2M)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares48,032 from 55,808
Change-7,776 (-14%)
Value$2.3M (-$509.5K)
Filed 2026-10-13
Blume Capital Management, Inc.
DECREASED
Shares47,700 from 64,600
Change-16,900 (-26%)
Value$2.3M (-$1.0M)
Filed 2026-10-26
Stone Loft Wealth Management LLC
INCREASED
Shares47,414 from 46,889
Change+525 (+1%)
Value$2.2M (-$108.8K)
Filed 2026-11-03
Rockwood Wealth Management, LLC
DECREASED
Shares47,240 from 51,601
Change-4,361 (-8%)
Value$2.2M (-$372.7K)
Filed 2026-10-27
DeLarme Wealth Management, Inc.
INCREASED
Shares46,976 from 44,339
Change+2,637 (+6%)
Value$2.2M (-$17.9K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares46,685 from 52,447
Change-5,762 (-11%)
Value$2.2K (-$2.7M)
Filed 2026-10-22
Golden Bell Financial Planning LLC
INCREASED
Shares46,343 from 45,386
Change+957 (+2%)
Value$2.2M (-$100.8K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares46,235 from 158,395
Change-112,160 (-71%)
Value$2.2M (-$5.8M)
Filed 2026-10-21
Burney Co/
DECREASED
Shares45,447 from 76,984
Change-31,537 (-41%)
Value$2.2M (-$1.7M)
Filed 2026-10-15
Wrenne Financial Planning LLC
DECREASED
Shares45,349 from 81,536
Change-36,187 (-44%)
Value$2.1M (-$2.0M)
Filed 2026-10-30
Compass Planning Associates Inc
INCREASED
Shares45,121 from 29,364
Change+15,757 (+54%)
Value$2.1M (+$651.7K)
Filed 2026-10-13
Rare Wolf Capital LLC
INCREASED
Shares45,111 from 30,607
Change+14,504 (+47%)
Value$2.1M (+$588.4K)
Filed 2026-10-20
Jefferies Financial Group Inc.
DECREASED
Shares45,000 from 109,000
Change-64,000 (-59%)
Value$2.1M (-$3.4M)
Filed 2026-11-05
Gutierrez Wealth Advisory, LLC
DECREASED
Shares44,614 from 155,527
Change-110,913 (-71%)
Value$2.1M (-$5.8M)
Filed 2026-11-02
High Net Worth Advisory Group LLC
DECREASED
Shares43,552 from 55,210
Change-11,658 (-21%)
Value$2.1M (-$729.9K)
Filed 2026-10-26
SteelPeak Wealth, LLC
DECREASED
Shares43,488 from 45,081
Change-1,593 (-4%)
Value$2.1M (-$220.6K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares43,376 from 38,128
Change+5,248 (+14%)
Value$2.1M (+$125.8K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares43,100 from 43,100
Change0 (0%)
Value$2.0M (-$138.8K)
Filed 2026-10-13
Leeward Financial Partners, LLC
DECREASED
Shares42,632 from 43,593
Change-961 (-2%)
Value$2.0M (-$185.9K)
Filed 2026-10-23
Manuka Financial, LLC
UNCHANGED
Shares42,299 from 42,299
Change0 (0%)
Value$2.0M (-$136.2K)
Filed 2026-10-16
Compass Financial Group, Inc
INCREASED
Shares42,251 from 39,113
Change+3,138 (+8%)
Value$2.0M (+$22.7K)
Filed 2026-10-13
WBH Advisory Inc
INCREASED
Shares42,138 from 23,144
Change+18,994 (+82%)
Value$2.0M (+$825.0K)
Filed 2026-11-05
Heck Capital Advisors, LLC
NEW
Shares42,100
Change+42,100
Value$2.0M
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares41,762 from 28,889
Change+12,873 (+45%)
Value$2.0M (+$516.6K)
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares41,140 from 39,316
Change+1,824 (+5%)
Value$1.9M (-$40.2K)
Filed 2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED
Shares40,908 from 40,908
Change0 (0%)
Value$1.9M (-$131.7K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares40,626 from 35,097
Change+5,529 (+16%)
Value$1.9M (+$148.8K)
Filed 2026-10-13
Twele Capital Management, Inc.
INCREASED
Shares40,307 from 25,629
Change+14,678 (+57%)
Value$1.9M (+$612.6K)
Filed 2026-10-13
May Hill Capital, LLC
DECREASED
Shares39,990 from 48,272
Change-8,282 (-17%)
Value$1.9M (-$547.7K)
Filed 2026-11-03
CGN Advisors LLC
DECREASED
Shares39,799 from 46,300
Change-6,501 (-14%)
Value$1.9M (-$457.0K)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares39,467 from 29,214
Change+10,253 (+35%)
Value$1.9M (+$391.5K)
Filed 2026-10-20
Kane Co Wealth Management, Inc.
INCREASED
Shares39,350 from 7,500
Change+31,850 (+425%)
Value$1.9M (+$1.5M)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
INCREASED
Shares39,339 from 27,098
Change+12,241 (+45%)
Value$1.9M (+$492.5K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares38,883 from 36,500
Change+2,383 (+7%)
Value$1.8M (-$4.7K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares38,746 from 38,200
Change+546 (+1%)
Value$1.8M (-$97.1K)
Filed 2026-10-16
Gray Private Wealth, LLC
NEW
Shares38,707
Change+38,707
Value$1.8M
Filed 2026-10-28
LJI Wealth Management, LLC
INCREASED
Shares38,544 from 30,004
Change+8,540 (+28%)
Value$1.8M (+$307.8K)
Filed 2026-10-28
Mill Capital Management, LLC
DECREASED
Shares38,371 from 38,477
Change-106 (0%)
Value$1.8M (-$128.9K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares37,737 from 39,902
Change-2,165 (-5%)
Value$1.8M (-$231.0K)
Filed 2026-11-05
Black Diamond Financial, LLC
UNCHANGED
Shares37,437 from 37,437
Change0 (0%)
Value$1.8M (-$120.5K)
Filed 2026-10-26
Sound Portfolio Advisors, LLC
INCREASED
Shares37,363 from 33,144
Change+4,219 (+13%)
Value$1.8M (+$93.1K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
DECREASED
Shares37,308 from 66,388
Change-29,080 (-44%)
Value$1.8M (-$1.6M)
Filed 2026-11-05
Sepio Capital, LP
INCREASED
Shares37,094 from 32,488
Change+4,606 (+14%)
Value$1.8M (+$113.6K)
Filed 2026-10-22
Perryman Financial Advisory Inc
INCREASED
Shares36,860 from 36,550
Change+310 (+1%)
Value$1.7M (-$103.0K)
Filed 2026-10-16
Life Planning Partners, Inc
INCREASED
Shares36,688 from 22,291
Change+14,397 (+65%)
Value$1.7M (+$610.1K)
Filed 2026-10-28
GEN Financial Management, Inc.
INCREASED
Shares36,465 from 31,765
Change+4,700 (+15%)
Value$1.7M (+$120.3K)
Filed 2026-10-13
Financial Architects, LLC
DECREASED
Shares36,080 from 39,715
Change-3,635 (-9%)
Value$1.7M (-$300.0K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares36,011 from 6,421
Change+29,590 (+461%)
Value$1.7M (+$1.4M)
Filed 2026-10-30
TSA Wealth Managment LLC
INCREASED
Shares35,238 from 32,489
Change+2,749 (+8%)
Value$1.7M (+$25.6K)
Filed 2026-10-22
Tenet Wealth Partners, LLC
INCREASED
Shares35,003 from 34,745
Change+258 (+1%)
Value$1.7M (-$68.7K)
Filed 2026-10-19
Evansbrook LLC
UNCHANGED
Shares34,960 from 34,960
Change0 (0%)
Value$1.7M (-$112.6K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares34,801 from 35,914
Change-1,113 (-3%)
Value$1.6M (-$168.4K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares34,742 from 56,241
Change-21,499 (-38%)
Value$1.6M (-$1.2M)
Filed 2026-10-20
Legacy Advisors, LLC
INCREASED
Shares34,502 from 26,741
Change+7,761 (+29%)
Value$1.6M (+$281.5K)
Filed 2026-10-19
Cannon Financial Strategists, Inc.
DECREASED
Shares34,490 from 62,715
Change-28,225 (-45%)
Value$1.6M (-$1.5M)
Filed 2026-10-19
Highline Wealth Partners LLC
DECREASED
Shares34,451 from 34,812
Change-361 (-1%)
Value$1.6M (-$129.2K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
INCREASED
Shares34,431 from 13,705
Change+20,726 (+151%)
Value$1.6M (+$937.5K)
Filed 2026-10-20
Scott Capital Advisors, LLC
INCREASED
Shares34,343 from 25,459
Change+8,884 (+35%)
Value$1.6M (+$328.5K)
Filed 2026-10-13
Knuff & Co LLC
DECREASED
Shares34,260 from 42,050
Change-7,790 (-19%)
Value$1.6M (-$504.3K)
Filed 2026-11-06
Berman McAleer LLC
INCREASED
Shares34,206 from 13,321
Change+20,885 (+157%)
Value$1.6M (+$946.2K)
Filed 2026-10-16
Balance Wealth Partners LLC
INCREASED
Shares34,107 from 11,313
Change+22,794 (+201%)
Value$1.6M (+$1.0M)
Filed 2026-10-27
Bluestem Financial Advisors, LLC
UNCHANGED
Shares34,086 from 34,086
Change0 (0%)
Value$1.6M (-$109.8K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
INCREASED
Shares34,056 from 20,949
Change+13,107 (+63%)
Value$1.6M (+$553.3K)
Filed 2026-10-14
Coastline Trust Co
INCREASED
Shares33,933 from 33,904
Change+29 (+0%)
Value$1.6M (-$107.8K)
Filed 2026-10-01
Carolina Wealth Management Inc
INCREASED
Shares33,881 from 33,876
Change+5 (+0%)
Value$1.6M (-$108.9K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares33,766 from 28,521
Change+5,245 (+18%)
Value$1.6M (+$156.6K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares33,589
Change+33,589
Value$1.6K
Filed 2026-11-03
Agate Pass Investment Management, LLC
DECREASED
Shares33,492 from 33,989
Change-497 (-1%)
Value$1.6M (-$133.0K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares33,311 from 36,856
Change-3,545 (-10%)
Value$1.6M (-$286.6K)
Filed 2026-10-21
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares33,263 from 33,115
Change+148 (+0%)
Value$1.6M (-$99.6K)
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares32,808 from 30,273
Change+2,535 (+8%)
Value$1.6M (+$22.6K)
Filed 2026-10-16
Catalyst Private Wealth, LLC
INCREASED
Shares32,754 from 7,895
Change+24,859 (+315%)
Value$1.6M (+$1.2M)
Filed 2026-10-13
Phillips Financial Management, LLC
INCREASED
Shares32,739 from 31,280
Change+1,459 (+5%)
Value$1.6M (-$31.6K)
Filed 2026-10-19
TFB Advisors LLC
NEW
Shares32,700
Change+32,700
Value$1.5M
Filed 2026-11-02
Greenspring Advisors, LLC
INCREASED
Shares32,552 from 31,971
Change+581 (+2%)
Value$1.5M (-$75.4K)
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares32,542 from 32,128
Change+414 (+1%)
Value$1.5M (-$83.9K)
Filed 2026-10-08
W Advisors, LLC
DECREASED
Shares32,295 from 32,933
Change-638 (-2%)
Value$1.5M (-$136.3K)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares32,064 from 20,672
Change+11,392 (+55%)
Value$1.5M (+$475.1K)
Filed 2026-10-08
Hoxton Planning & Management, LLC
INCREASED
Shares31,968 from 28,060
Change+3,908 (+14%)
Value$1.5M (+$94.7K)
Filed 2026-10-15
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares31,862 from 31,862
Change0 (0%)
Value$1.5M (-$102.6K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED
Shares31,731 from 31,731
Change0 (0%)
Value$1.5M (-$102.2K)
Filed 2026-11-03
FAI Advisors, Inc.
INCREASED
Shares31,490 from 25,328
Change+6,162 (+24%)
Value$1.5M (+$210.3K)
Filed 2026-10-27
Busey Bank
DECREASED
Shares31,382 from 32,569
Change-1,187 (-4%)
Value$1.5M (-$161.1K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares31,281 from 26,652
Change+4,629 (+17%)
Value$1.5M (+$133.4K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares31,180 from 23,796
Change+7,384 (+31%)
Value$1.5M (+$273.1K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares30,953 from 33,791
Change-2,838 (-8%)
Value$1.5M (-$243.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares30,684 from 17,153
Change+13,531 (+79%)
Value$1.5M (+$593.3K)
Filed 2026-10-15
Hudson Oak Wealth Advisory LLC
DECREASED
Shares30,680 from 30,746
Change-66 (0%)
Value$1.5M (-$102.1K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares30,595 from 12,487
Change+18,108 (+145%)
Value$1.4M (+$817.4K)
Filed 2026-10-23
GenTrust, LLC
DECREASED
Shares30,548 from 1,153,407
Change-1,122,859 (-97%)
Value$1.4M (-$56.9M)
Filed 2026-11-06
A4 Wealth Advisors LLC
INCREASED
Shares30,418 from 28,319
Change+2,099 (+7%)
Value$1.4M (+$8.2K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares30,252 from 23,599
Change+6,653 (+28%)
Value$1.4M (+$239.1K)
Filed 2026-10-08
Quantum Financial Partners LLC
INCREASED
Shares30,241 from 27,741
Change+2,500 (+9%)
Value$1.4M (+$29.1K)
Filed 2026-10-19
Intergy Private Wealth, LLC
INCREASED
Shares30,225 from 29,284
Change+941 (+3%)
Value$1.4M (-$49.7K)
Filed 2026-10-16
Eagle Harbor Asset Management Inc
NEW
Shares29,985
Change+29,985
Value$1.4M
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares29,758 from 22,571
Change+7,187 (+32%)
Value$1.4M (+$291.7K)
Filed 2026-10-26
Fiduciary Alliance LLC
UNCHANGED
Shares29,584 from 29,584
Change0 (0%)
Value$1.4M (-$95.3K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares29,486 from 23,833
Change+5,653 (+24%)
Value$1.4M (+$182.1K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares29,188 from 23,323
Change+5,865 (+25%)
Value$1.4M (+$202.7K)
Filed 2026-10-29
Wesbanco Bank Inc
INCREASED
Shares28,972 from 17,096
Change+11,876 (+69%)
Value$1.4M (+$507.4K)
Filed 2026-11-04
Human Investing LLC
INCREASED
Shares28,892 from 24,741
Change+4,151 (+17%)
Value$1.4M (+$116.9K)
Filed 2026-10-19
Centurion Wealth Management LLC
INCREASED
Shares28,876 from 28,172
Change+704 (+3%)
Value$1.4M (-$57.4K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares28,849 from 25,349
Change+3,500 (+14%)
Value$1.4M (+$84.1K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares28,833 from 29,697
Change-864 (-3%)
Value$1.4M (-$134.6K)
Filed 2026-10-13
Columbus Macro, LLC
INCREASED
Shares28,828 from 28,515
Change+313 (+1%)
Value$1.4M (-$77.0K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED
Shares28,791 from 52,226
Change-23,435 (-45%)
Value$1.4M (-$1.3M)
Filed 2026-10-16
SwitchPoint Financial Planning, LLC
DECREASED
Shares28,641 from 38,641
Change-10,000 (-26%)
Value$1.4M (-$598.0K)
Filed 2026-11-02
Prosperity Planning, Inc.
INCREASED
Shares28,393 from 26,799
Change+1,594 (+6%)
Value$1.3M (-$10.8K)
Filed 2026-10-09
BLB&B Advisors, LLC
INCREASED
Shares28,375 from 24,130
Change+4,245 (+18%)
Value$1.3M (+$123.3K)
Filed 2026-10-27
Alhambra Investment Management LLC
INCREASED
Shares28,294 from 27,817
Change+477 (+2%)
Value$1.3M (-$67.0K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares28,130 from 14,745
Change+13,385 (+91%)
Value$1.3M (+$586.5K)
Filed 2026-10-19
GSG Advisors LLC
DECREASED
Shares27,995 from 36,080
Change-8,085 (-22%)
Value$1.3M (-$499.1K)
Filed 2026-11-03
FC Advisory LLC
DECREASED
Shares27,359 from 31,345
Change-3,986 (-13%)
Value$1.3M (-$289.7K)
Filed 2026-10-05
Coquina Private Wealth LLC
INCREASED
Shares27,268 from 27,233
Change+35 (+0%)
Value$1.3M (-$86.1K)
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
INCREASED
Shares27,228 from 26,536
Change+692 (+3%)
Value$1.3M (-$52.7K)
Filed 2026-10-16
Norden Group LLC
INCREASED
Shares27,080 from 21,696
Change+5,384 (+25%)
Value$1.3M (+$185.1K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares26,930 from 26,930
Change0 (0%)
Value$1.3M (-$86.7K)
Filed 2026-10-06
Beaumont Financial Advisors, LLC
DECREASED
Shares26,783 from 32,519
Change-5,736 (-18%)
Value$1.3M (-$376.4K)
Filed 2026-10-22
James Investment Research, Inc.
INCREASED
Shares26,210 from 24,791
Change+1,419 (+6%)
Value$1.2M (-$12.6K)
Filed 2026-10-22
Capital Investment Counsel, LLC
NEW
Shares26,059
Change+26,059
Value$1.2M
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares25,987 from 8,764
Change+17,223 (+197%)
Value$1.2M (+$787.4K)
Filed 2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED
Shares25,746 from 25,746
Change0 (0%)
Value$1.2M (-$82.9K)
Filed 2026-10-15
Epiq Partners, LLC
DECREASED
Shares25,741 from 31,412
Change-5,671 (-18%)
Value$1.2M (-$369.7K)
Filed 2026-10-07
Opal Wealth Advisors, LLC
INCREASED
Shares25,301 from 24,145
Change+1,156 (+5%)
Value$1.2M (-$23.0K)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED
Shares25,131 from 11,783
Change+13,348 (+113%)
Value$1.2M (+$594.2K)
Filed 2026-10-16
Brown Financial Advisory
NEW
Shares25,100
Change+25,100
Value$1.2M
Filed 2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.2M (-$80.5K)
Filed 2026-10-14
Carter Financial Group, Inc.
INCREASED
Shares24,922 from 22,799
Change+2,123 (+9%)
Value$1.2M (+$27.1K)
Filed 2026-10-21
Colony Family Offices, LLC
DECREASED
Shares24,836 from 496,870
Change-472,034 (-95%)
Value$1.2M (-$24.0M)
Filed 2026-10-22
Brucke Financial, Inc.
DECREASED
Shares24,702 from 34,913
Change-10,211 (-29%)
Value$1.2M (-$596.0K)
Filed 2026-10-23
White Lighthouse Investment Management Inc.
UNCHANGED
Shares24,677 from 24,677
Change0 (0%)
Value$1.2M (-$79.5K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares24,575 from 24,312
Change+263 (+1%)
Value$1.2M (-$65.8K)
Filed 2026-10-20
Stonehearth Capital Management, LLC
NEW
Shares24,216
Change+24,216
Value$1.1M
Filed 2026-10-13
Wlth Capital Management, LLC
DECREASED
Shares24,132 from 57,120
Change-32,988 (-58%)
Value$1.1M (-$1.7M)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
NEW
Shares23,970
Change+23,970
Value$1.1M
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares23,791 from 25,330
Change-1,539 (-6%)
Value$1.1M (-$154.5K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares23,571 from 29,080
Change-5,509 (-19%)
Value$1.1M (-$354.5K)
Filed 2026-10-23
Eagle Global Advisors LLC
DECREASED
Shares23,550 from 26,050
Change-2,500 (-10%)
Value$1.1M (-$202.3K)
Filed 2026-11-02
Trellis Wealth Advisors LLC
INCREASED
Shares23,480 from 10,409
Change+13,071 (+126%)
Value$1.1M (+$585.5K)
Filed 2026-10-19
Prospera Capital Management, LLC
UNCHANGED
Shares23,348 from 23,348
Change0 (0%)
Value$1.1M (-$74.4K)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares23,282 from 23,282
Change0 (0%)
Value$1.1M (-$75.0K)
Filed 2026-10-14
River's Edge Wealth Management, LLC
DECREASED
Shares23,226 from 27,855
Change-4,629 (-17%)
Value$1.1M (-$283.8K)
Filed 2026-10-19
TriaGen Wealth Management LLC
UNCHANGED
Shares23,096 from 23,096
Change0 (0%)
Value$1.1M (-$74.4K)
Filed 2026-10-14
Tenon Financial LLC
UNCHANGED
Shares23,085 from 23,085
Change0 (0%)
Value$1.1M (-$74.3K)
Filed 2026-10-14
Tenzing Financial LLC
DECREASED
Shares23,014 from 25,763
Change-2,749 (-11%)
Value$1.1M (-$197.2K)
Filed 2026-11-03
Perennial Advisors, LLC
INCREASED
Shares22,940 from 22,597
Change+343 (+2%)
Value$1.1M (-$56.5K)
Filed 2026-10-13
LifeGoal Investments, LLC
INCREASED
Shares22,753 from 20,248
Change+2,505 (+12%)
Value$1.1M (+$53.4K)
Filed 2026-10-09
XML Financial, LLC
INCREASED
Shares22,439 from 22,380
Change+59 (+0%)
Value$1.1M (-$69.3K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
INCREASED
Shares22,009 from 21,809
Change+200 (+1%)
Value$1.0M (-$60.8K)
Filed 2026-10-08
Rossby Financial, LCC
DECREASED
Shares22,005 from 23,019
Change-1,014 (-4%)
Value$1.0M (-$122.2K)
Filed 2026-11-05
Saxony Capital Management, LLC
NEW
Shares21,872
Change+21,872
Value$1.0M
Filed 2026-10-15
Landmark Wealth Management, LLC
NEW
Shares21,679
Change+21,679
Value$1.0M
Filed 2026-11-03
Farrell Financial LLC
INCREASED
Shares21,654 from 21,488
Change+166 (+1%)
Value$1.0M (-$61.3K)
Filed 2026-10-16
KRM Wealth Management L.L.C.
INCREASED
Shares21,511 from 21,228
Change+283 (+1%)
Value$1.0M (-$55.0K)
Filed 2026-11-02
Shakespeare Wealth Management, LLC
UNCHANGED
Shares21,338 from 21,338
Change0 (0%)
Value$1.0M (-$68.7K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares21,329 from 28,812
Change-7,483 (-26%)
Value$1.0M (-$447.1K)
Filed 2026-10-26
Center for Financial Planning, Inc.
DECREASED
Shares21,318 from 24,849
Change-3,531 (-14%)
Value$1.0M (-$247.2K)
Filed 2026-10-26
Boyd Wealth Management, LLC
UNCHANGED
Shares21,259 from 21,259
Change0 (0%)
Value$1.0M (-$68.5K)
Filed 2026-10-20
Donalies Financial Planning, LLC
INCREASED
Shares21,258 from 21,056
Change+202 (+1%)
Value$1.0M (-$58.2K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares21,161 from 21,161
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Cutler Investment Counsel LLC
UNCHANGED
Shares21,144 from 21,144
Change0 (0%)
Value$1.0M (-$68.1K)
Filed 2026-10-28
Schwallier Wealth Management LLC
DECREASED
Shares21,041 from 28,517
Change-7,476 (-26%)
Value$996.5K (-$445.9K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares20,957 from 20,962
Change-5 (0%)
Value$1.0M (-$35.8K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares20,863 from 19,836
Change+1,027 (+5%)
Value$988.1K (-$15.2K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares20,806 from 22,642
Change-1,836 (-8%)
Value$985.4K (-$159.9K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
INCREASED
Shares20,603 from 18,130
Change+2,473 (+14%)
Value$975.7K (+$58.7K)
Filed 2026-10-26
Columbia Bank
UNCHANGED
Shares20,330 from 20,330
Change0 (0%)
Value$962.8K (-$65.5K)
Filed 2026-10-29
Wolff Financial Management LLC
INCREASED
Shares20,246 from 20,147
Change+99 (+0%)
Value$958.9K (-$60.1K)
Filed 2026-10-23
Root Financial Partners, LLC
DECREASED
Shares20,244 from 22,896
Change-2,652 (-12%)
Value$958.8K (-$199.3K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares20,222 from 18,806
Change+1,416 (+8%)
Value$960.0K (+$8.8K)
Filed 2026-11-03
Community Trust & Investment Co
INCREASED
Shares20,135 from 19,982
Change+153 (+1%)
Value$953.6K (-$57.1K)
Filed 2026-10-15
Fifth Third Securities, Inc.
NEW
Shares19,829
Change+19,829
Value$939.1K
Filed 2026-10-21
Lockerman Financial Group, Inc.
INCREASED
Shares19,660 from 19,040
Change+620 (+3%)
Value$931.1K (-$31.9K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares19,608 from 13,730
Change+5,878 (+43%)
Value$928.6K (+$234.2K)
Filed 2026-10-28
W.H. Cornerstone Investments Inc.
INCREASED
Shares19,235 from 16,698
Change+2,537 (+15%)
Value$911.0K (+$66.4K)
Filed 2026-11-03
Kathmere Capital Management, LLC
UNCHANGED
Shares19,217 from 19,217
Change0 (0%)
Value$910.1K (-$61.9K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares19,215 from 23,977
Change-4,762 (-20%)
Value$910.0K (-$302.7K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares19,194 from 18,838
Change+356 (+2%)
Value$909.0K (-$43.8K)
Filed 2026-11-03
Journey Beyond Wealth, LLC
DECREASED
Shares19,015 from 19,440
Change-425 (-2%)
Value$900.6K (-$82.7K)
Filed 2026-11-04
ProVise Management Group, LLC
NEW
Shares18,942
Change+18,942
Value$897.1K
Filed 2026-11-06
FF Advisors,LLC
INCREASED
Shares18,864 from 13,273
Change+5,591 (+42%)
Value$893.4K (+$222.1K)
Filed 2026-10-21
Clearwater Capital Advisors, LLC
INCREASED
Shares18,840 from 18,732
Change+108 (+1%)
Value$892.3K (-$55.2K)
Filed 2026-11-06
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares18,814 from 18,814
Change0 (0%)
Value$891.0K (-$60.6K)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares18,716 from 9,737
Change+8,979 (+92%)
Value$886.4K (+$393.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares18,649 from 16,510
Change+2,139 (+13%)
Value$883.2K (+$48.1K)
Filed 2026-11-06
MMA Asset Management LLC
UNCHANGED
Shares18,649 from 18,649
Change0 (0%)
Value$883.2K (-$60.0K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
INCREASED
Shares18,614 from 18,613
Change+1 (+0%)
Value$881.5K (-$59.9K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
INCREASED
Shares18,288 from 18,156
Change+132 (+1%)
Value$866.1K (-$52.2K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares18,255 from 18,240
Change+15 (+0%)
Value$864.6K (-$58.0K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares18,206 from 19,220
Change-1,014 (-5%)
Value$862.2K (-$109.9K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
DECREASED
Shares18,149 from 18,693
Change-544 (-3%)
Value$859.6K (-$85.9K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares18,123 from 17,423
Change+700 (+4%)
Value$858.3K (-$23.0K)
Filed 2026-10-28
Revisor Wealth Management LLC
DECREASED
Shares18,051 from 19,230
Change-1,179 (-6%)
Value$864.6K (-$108.1K)
Filed 2026-10-20
Summit Asset Management, LLC
UNCHANGED
Shares18,008 from 18,008
Change0 (0%)
Value$852.9K (-$58.0K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares17,958 from 5,490
Change+12,468 (+227%)
Value$850.5K (+$572.8K)
Filed 2026-10-23
Lynx Investment Advisory
INCREASED
Shares17,900 from 12,605
Change+5,295 (+42%)
Value$847.7K (+$210.2K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares17,829 from 15,276
Change+2,553 (+17%)
Value$844.4K (+$71.7K)
Filed 2026-10-23
Evolution Advisers, Inc.
DECREASED
Shares17,482 from 19,636
Change-2,154 (-11%)
Value$832.4K (-$160.6K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED
Shares17,363 from 15,363
Change+2,000 (+13%)
Value$822.3K (+$45.3K)
Filed 2026-10-05
WPG Advisers, LLC
DECREASED
Shares17,346 from 18,914
Change-1,568 (-8%)
Value$821.5K (-$135.2K)
Filed 2026-10-27
Hudock, Inc.
DECREASED
Shares17,220 from 17,929
Change-709 (-4%)
Value$815.5K (-$91.3K)
Filed 2026-10-14
Charles Schwab Trust Co
UNCHANGED
Shares17,211 from 17,211
Change0 (0%)
Value$815.1K (-$55.4K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares17,200 from 1,298
Change+15,902 (+1225%)
Value$814.6K (+$748.9K)
Filed 2026-10-21
Canopy Partners, LLC
DECREASED
Shares17,194 from 21,487
Change-4,293 (-20%)
Value$814.3K (-$272.5K)
Filed 2026-10-28
Parsons Capital Management Inc
UNCHANGED
Shares17,188 from 17,188
Change0 (0%)
Value$814.0K (-$55.3K)
Filed 2026-10-28
Clearview Wealth Management LLC
DECREASED
Shares17,121 from 27,366
Change-10,245 (-37%)
Value$815.8K (-$568.4K)
Filed 2026-10-16
Horizons Wealth Management
NEW
Shares17,103
Change+17,103
Value$810.0K
Filed 2026-10-05
Keener Financial Planning LLC
INCREASED
Shares16,876 from 16,301
Change+575 (+4%)
Value$799.2K (-$24.8K)
Filed 2026-11-06
Blankinship & Foster, LLC
INCREASED
Shares16,489 from 16,400
Change+89 (+1%)
Value$780.9K (-$48.6K)
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares16,384 from 16,384
Change0 (0%)
Value$775.9K (-$51.0K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
INCREASED
Shares16,286 from 16,166
Change+120 (+1%)
Value$771.3K (-$46.4K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares16,272 from 22,806
Change-6,534 (-29%)
Value$770.6K (-$382.9K)
Filed 2026-10-09
Cypress Point Wealth Management, LLC
UNCHANGED
Shares16,272 from 16,272
Change0 (0%)
Value$770.6K (-$52.4K)
Filed 2026-11-03
Southland Equity Partners LLC
UNCHANGED
Shares16,209 from 16,209
Change0 (0%)
Value$767.7K (-$52.2K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares16,133 from 4,084
Change+12,049 (+295%)
Value$763.4K (+$557.0K)
Filed 2026-10-13
Smithbridge Asset Management Inc
DECREASED
Shares16,095 from 19,145
Change-3,050 (-16%)
Value$762.3K (-$206.1K)
Filed 2026-10-19
Accredited Investor Services, LLC
DECREASED
Shares16,086 from 21,448
Change-5,362 (-25%)
Value$761.8K (-$323.0K)
Filed 2026-10-22
Svrn Asset Management, LLC
INCREASED
Shares15,915 from 15,569
Change+346 (+2%)
Value$753.7K (-$33.7K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED
Shares15,888 from 15,707
Change+181 (+1%)
Value$752.5K (-$42.0K)
Filed 2026-10-13
Benchmark Financial, LLC
INCREASED
Shares15,828 from 13,237
Change+2,591 (+20%)
Value$749.6K (+$80.1K)
Filed 2026-10-16
Hengehold Capital Management LLC
INCREASED
Shares15,825 from 14,781
Change+1,044 (+7%)
Value$749.5K (+$1.9K)
Filed 2026-10-16
Able Financial Group, LLC
DECREASED
Shares15,820 from 19,726
Change-3,906 (-20%)
Value$749.2K (-$248.5K)
Filed 2026-10-14
Archford Capital Strategies, LLC
DECREASED
Shares15,533 from 15,984
Change-451 (-3%)
Value$735.6K (-$72.8K)
Filed 2026-10-19
Integrity Investment Advisors, LLC
DECREASED
Shares15,337 from 17,451
Change-2,114 (-12%)
Value$726.4K (-$156.3K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares15,244 from 9,846
Change+5,398 (+55%)
Value$722.0K (+$223.9K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares15,242 from 15,035
Change+207 (+1%)
Value$721.9K (-$38.6K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
INCREASED
Shares15,173 from 5,030
Change+10,143 (+202%)
Value$718.6K (+$464.2K)
Filed 2026-10-08
SP Asset Management LLC
DECREASED
Shares15,117 from 29,292
Change-14,175 (-48%)
Value$715.9K (-$765.6K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
NEW
Shares14,995
Change+14,995
Value$710.2K
Filed 2026-10-13
Cypress Financial Planning LLC
INCREASED
Shares14,949 from 13,073
Change+1,876 (+14%)
Value$708.0K (+$46.8K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
DECREASED
Shares14,853 from 24,259
Change-9,406 (-39%)
Value$703.4K (-$523.6K)
Filed 2026-10-21
Embree Financial Group
INCREASED
Shares14,821 from 13,802
Change+1,019 (+7%)
Value$701.9K (+$3.8K)
Filed 2026-10-22
Ariston Services Group
DECREASED
Shares14,666 from 15,279
Change-613 (-4%)
Value$694.6K (-$78.2K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares14,653 from 15,894
Change-1,241 (-8%)
Value$694.0K (-$109.9K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares14,450 from 14,414
Change+36 (+0%)
Value$693.8K (-$30.8K)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares14,271
Change+14,271
Value$675.9K
Filed 2026-10-26
Heritage Wealth Management, Inc. s
NEW
Shares14,165
Change+14,165
Value$670.8K
Filed 2026-11-06
Jordan Park Trust Co LLC
INCREASED
Shares14,094 from 11,604
Change+2,490 (+21%)
Value$667.5K (+$80.6K)
Filed 2026-10-19
Brookmont Capital Management
INCREASED
Shares14,073 from 10,944
Change+3,129 (+29%)
Value$666.5K (+$112.9K)
Filed 2026-10-23
American National Bank & Trust
INCREASED
Shares13,941 from 12,947
Change+994 (+8%)
Value$660.2K (+$5.4K)
Filed 2026-10-07
Verum Partners LLC
NEW
Shares13,820
Change+13,820
Value$654.5K
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
INCREASED
Shares13,819 from 13,434
Change+385 (+3%)
Value$654.5K (-$25.0K)
Filed 2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED
Shares13,705 from 13,417
Change+288 (+2%)
Value$649.1K (-$29.6K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
INCREASED
Shares13,688 from 13,649
Change+39 (+0%)
Value$648.3K (-$42.1K)
Filed 2026-10-23
Richardson Financial Services Inc.
UNCHANGED
Shares13,449 from 13,449
Change0 (0%)
Value$636.9K (-$43.3K)
Filed 2026-10-30
NewSquare Capital LLC
INCREASED
Shares13,403 from 12,832
Change+571 (+4%)
Value$634.8K (-$14.3K)
Filed 2026-11-06
Stordahl Capital Management, Inc.
INCREASED
Shares13,347 from 12,843
Change+504 (+4%)
Value$632.1K (-$17.5K)
Filed 2026-10-22
Revolve Wealth Partners, LLC
DECREASED
Shares13,294 from 18,980
Change-5,686 (-30%)
Value$629.6K (-$330.4K)
Filed 2026-10-23
Stone Summit Wealth LLC
DECREASED
Shares13,040 from 34,644
Change-21,604 (-62%)
Value$617.6K (-$1.1M)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares12,969 from 11,402
Change+1,567 (+14%)
Value$614.2K (+$37.5K)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares12,946 from 13,989
Change-1,043 (-7%)
Value$613.1K (-$94.4K)
Filed 2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED
Shares12,919 from 12,919
Change0 (0%)
Value$611.8K (-$41.6K)
Filed 2026-10-14
Symmetry Partners, LLC
INCREASED
Shares12,904 from 12,425
Change+479 (+4%)
Value$611.1K (-$17.3K)
Filed 2026-10-27
HT Partners LLC
UNCHANGED
Shares12,904 from 12,904
Change0 (0%)
Value$611.1K (-$41.6K)
Filed 2026-10-20
Neumann Capital Management, LLC
INCREASED
Shares12,850 from 12,436
Change+414 (+3%)
Value$608.6K (-$20.4K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares12,826 from 18,095
Change-5,269 (-29%)
Value$607.4K (-$307.8K)
Filed 2026-10-08
Argonautica Private Wealth Management, Inc
INCREASED
Shares12,810 from 9,129
Change+3,681 (+40%)
Value$606.7K (+$144.9K)
Filed 2026-11-02
Global Wealth Strategies & Associates
NEW
Shares12,701
Change+12,701
Value$601.5K
Filed 2026-10-02
Haven Private, LLC
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$599.1K (-$40.7K)
Filed 2026-10-27
Chris Bulman Inc
INCREASED
Shares12,547 from 12,484
Change+63 (+1%)
Value$594.2K (-$37.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED
Shares12,529 from 24,515
Change-11,986 (-49%)
Value$593.4K (-$646.6K)
Filed 2026-10-13
Navigate Wealth Management, LLC
DECREASED
Shares12,524 from 22,705
Change-10,181 (-45%)
Value$592.6K (-$545.6K)
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares12,492 from 24,925
Change-12,433 (-50%)
Value$591.6K (-$669.1K)
Filed 2026-11-02
Hunter Associates Investment Management LLC
UNCHANGED
Shares12,472 from 12,472
Change0 (0%)
Value$592 (-$630.4K)
Filed 2026-10-26
LVW Advisors, LLC
DECREASED
Shares12,348 from 26,276
Change-13,928 (-53%)
Value$584.8K (-$744.2K)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares12,312 from 13,482
Change-1,170 (-9%)
Value$583.1K (-$98.8K)
Filed 2026-10-30
MW Advisory, LLC
NEW
Shares12,286
Change+12,286
Value$581.9K
Filed 2026-10-19
Bdfs Capital LLC
DECREASED
Shares12,164 from 19,575
Change-7,411 (-38%)
Value$576.1K (-$414.0K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares12,107
Change+12,107
Value$573.4K
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
DECREASED
Shares11,935 from 17,480
Change-5,545 (-32%)
Value$565.2K (-$318.9K)
Filed 2026-10-16
4Wealth Advisors, Inc.
INCREASED
Shares11,841 from 11,802
Change+39 (+0%)
Value$555.9K (-$41.8K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares11,815 from 12,274
Change-459 (-4%)
Value$559.6K (-$61.3K)
Filed 2026-10-26
Rose Capital Advisors LLC
INCREASED
Shares11,814 from 5,827
Change+5,987 (+103%)
Value$559.5K (+$264.8K)
Filed 2026-11-04
First Merchants Corp
UNCHANGED
Shares11,750 from 11,750
Change0 (0%)
Value$556.5K (-$37.8K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares11,729 from 11,529
Change+200 (+2%)
Value$550.6K (-$32.5K)
Filed 2026-11-03
Carrera Capital Advisors
DECREASED
Shares11,718 from 11,720
Change-2 (0%)
Value$554.9K (-$37.9K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares11,683 from 11,969
Change-286 (-2%)
Value$554.6K (-$49.5K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED
Shares11,647 from 11,729
Change-82 (-1%)
Value$551.6K (-$41.7K)
Filed 2026-10-30
Simplicity Wealth,LLC
DECREASED
Shares11,539 from 98,454
Change-86,915 (-88%)
Value$546.5K (-$4.4M)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares11,496 from 11,539
Change-43 (0%)
Value$544.0K (-$39.7K)
Filed 2026-10-27
Arwa LLC
INCREASED
Shares11,430 from 9,552
Change+1,878 (+20%)
Value$544.7K (+$65.5K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,406 from 10,968
Change+438 (+4%)
Value$540.2K (-$14.6K)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares11,303 from 11,943
Change-640 (-5%)
Value$535.3K (-$68.7K)
Filed 2026-10-19
Sigma Investment Counselors Inc
UNCHANGED
Shares11,248 from 11,248
Change0 (0%)
Value$532.7K (-$36.2K)
Filed 2026-10-27
Englebert Financial Advisers, LLC
DECREASED
Shares11,215 from 14,414
Change-3,199 (-22%)
Value$531.1K (-$197.9K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares11,179
Change+11,179
Value$544.8K
Filed 2026-11-05
SpringVest Wealth Management LLC
INCREASED
Shares11,143 from 10,585
Change+558 (+5%)
Value$527.7K (-$7.7K)
Filed 2026-10-27
Veery Capital, LLC
DECREASED
Shares11,055 from 15,349
Change-4,294 (-28%)
Value$523.6K (-$252.8K)
Filed 2026-10-07
Beacon Financial Group
NEW
Shares11,052
Change+11,052
Value$523.4K
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares11,037 from 11,037
Change0 (0%)
Value$522.1K (-$36.1K)
Filed 2026-11-02
Latitude Advisors, LLC
DECREASED
Shares10,962 from 11,039
Change-77 (-1%)
Value$519.2K (-$39.2K)
Filed 2026-10-27
Northwest Wealth Management, LLC
UNCHANGED
Shares10,882 from 10,882
Change0 (0%)
Value$515.4K (-$35.0K)
Filed 2026-10-30
Broussard Financial Group LLC
INCREASED
Shares10,860 from 10,801
Change+59 (+1%)
Value$514.3K (-$32.0K)
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$518.5K (-$26.0K)
Filed 2026-10-23
Diversified Trust Co
NEW
Shares10,778
Change+10,778
Value$510.4K
Filed 2026-11-06
Hyposwiss Advisors SA
UNCHANGED
Shares10,736 from 10,736
Change0 (0%)
Value$508.5K (-$34.6K)
Filed 2026-10-26
Strategic Wealth Advisors LLC
DECREASED
Shares10,646 from 12,167
Change-1,521 (-12%)
Value$504.2K (-$106.8K)
Filed 2026-11-06
Sutton Place Investors LLC
INCREASED
Shares10,552 from 6,797
Change+3,755 (+55%)
Value$499.7K (+$156.0K)
Filed 2026-10-20
Pacific Park Financial, Inc.
DECREASED
Shares10,467 from 10,846
Change-379 (-3%)
Value$495.7K (-$52.9K)
Filed 2026-10-13
Mainsail Financial Group, LLC
NEW
Shares10,430
Change+10,430
Value$494.0K
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares10,415 from 7,208
Change+3,207 (+44%)
Value$493.3K (+$128.7K)
Filed 2026-10-22
Wealth Management Resources, Inc.
INCREASED
Shares10,373 from 7,811
Change+2,562 (+33%)
Value$491.3K (+$96.2K)
Filed 2026-10-21
Erickson Financial Group, LLC
INCREASED
Shares10,329 from 7,261
Change+3,068 (+42%)
Value$489.2K (+$121.9K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares10,315 from 10,315
Change0 (0%)
Value$488.5K (-$33.2K)
Filed 2026-10-15
Southern Michigan Bank & Trust
UNCHANGED
Shares10,127 from 10,127
Change0 (0%)
Value$479.6K (-$32.6K)
Filed 2026-10-19
Kelly Financial Services LLC
INCREASED
Shares10,094 from 4,376
Change+5,718 (+131%)
Value$478.1K (+$256.7K)
Filed 2026-10-20
Values Added Financial LLC
DECREASED
Shares10,087 from 91,288
Change-81,201 (-89%)
Value$477.7K (-$4.1M)
Filed 2026-10-28
Curbstone Financial Management Corp
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$476.0K (-$32.4K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares9,910 from 9,910
Change0 (0%)
Value$469.3K (-$31.9K)
Filed 2026-10-19
Retirement Financial Solutions, LLC
NEW
Shares9,886
Change+9,886
Value$468.2K
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares9,878 from 8,402
Change+1,476 (+18%)
Value$467.8K (+$42.8K)
Filed 2026-11-05
First Financial Group Corp
NEW
Shares9,739
Change+9,739
Value$461.2K
Filed 2026-10-22
Summit Wealth Group LLC / Co
DECREASED
Shares9,726 from 11,895
Change-2,169 (-18%)
Value$460.6K (-$141.0K)
Filed 2026-10-29
Uptick Partners, LLC
DECREASED
Shares9,712 from 9,753
Change-41 (0%)
Value$460.0K (-$33.3K)
Filed 2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$454.7K (-$30.9K)
Filed 2026-10-09
Monument Group Wealth Advisors, LLC
NEW
Shares9,546
Change+9,546
Value$452.1K
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED
Shares9,408 from 9,410
Change-2 (0%)
Value$445.6K (-$30.4K)
Filed 2026-11-02
Anchyra Partners LLC
UNCHANGED
Shares9,405 from 9,405
Change0 (0%)
Value$445.4K (-$30.3K)
Filed 2026-10-13
HCR Wealth Advisors
UNCHANGED
Shares9,334 from 9,334
Change0 (0%)
Value$442.1K (-$30.1K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares9,287 from 8,977
Change+310 (+3%)
Value$439.8K (-$14.2K)
Filed 2026-11-04
PUREfi Wealth, LLC
NEW
Shares9,277
Change+9,277
Value$439.4K
Filed 2026-10-19
Centerline Wealth Advisors, LLC
DECREASED
Shares9,256 from 42,677
Change-33,421 (-78%)
Value$438.4K (-$1.7M)
Filed 2026-10-15
Ellis Investment Partners, LLC
INCREASED
Shares9,158 from 9,042
Change+116 (+1%)
Value$433.7K (-$23.6K)
Filed 2026-10-21
Next Level Wealth Planning, LLC
INCREASED
Shares9,088 from 6,926
Change+2,162 (+31%)
Value$430.4K (+$80.1K)
Filed 2026-10-29
Bullseye Investment Management, LLC
NEW
Shares9,075
Change+9,075
Value$429.8K
Filed 2026-10-29
Traveka Wealth, LLC
DECREASED
Shares8,978 from 9,121
Change-143 (-2%)
Value$425.2K (-$36.1K)
Filed 2026-10-19
Stevens Capital Partners
DECREASED
Shares8,973 from 24,456
Change-15,483 (-63%)
Value$424.9K (-$812.1K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,911 from 8,925
Change-14 (0%)
Value$422.0K (-$29.4K)
Filed 2026-10-05
Artesa Financial Group, LLC
INCREASED
Shares8,775 from 8,270
Change+505 (+6%)
Value$415.6K (-$2.7K)
Filed 2026-10-29
Shearwater Capital LLC
NEW
Shares8,739
Change+8,739
Value$413.9K
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares8,728 from 14,973
Change-6,245 (-42%)
Value$428.1K (-$329.2K)
Filed 2026-10-23
Austin Asset Management Co Inc
NEW
Shares8,654
Change+8,654
Value$409.9K
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares8,648 from 8,617
Change+31 (+0%)
Value$409.6K (-$26.2K)
Filed 2026-10-26
RMR Wealth Builders
UNCHANGED
Shares8,611 from 8,611
Change0 (0%)
Value$407.8K (-$27.7K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares8,560 from 8,331
Change+229 (+3%)
Value$405.4K (-$15.9K)
Filed 2026-10-28
Allstreet Capital Advisors LLC
UNCHANGED
Shares8,559 from 8,559
Change0 (0%)
Value$405.3K (-$27.6K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares8,487 from 8,614
Change-127 (-1%)
Value$402.0K (-$33.8K)
Filed 2026-10-19
Virtue Asset Management LLC
INCREASED
Shares8,455 from 7,955
Change+500 (+6%)
Value$400.4K (-$1.9K)
Filed 2026-10-21
JB Capital LLC
INCREASED
Shares8,283 from 7,540
Change+743 (+10%)
Value$392.3K (+$10.9K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED
Shares8,265 from 8,265
Change0 (0%)
Value$391.4K (-$26.6K)
Filed 2026-10-28
EnRich Financial Partners LLC
DECREASED
Shares8,256 from 9,475
Change-1,219 (-13%)
Value$391.0K (-$88.2K)
Filed 2026-10-21
L. Roy Papp & Associates, LLP
DECREASED
Shares8,200 from 8,668
Change-468 (-5%)
Value$388.4K (-$50.1K)
Filed 2026-10-21
Realta Investment Advisors
UNCHANGED
Shares8,180 from 8,180
Change0 (0%)
Value$387.4K (-$26.3K)
Filed 2026-10-14
BCR Wealth Strategies, LLC
UNCHANGED
Shares8,130 from 8,130
Change0 (0%)
Value$385.0K (-$26.0K)
Filed 2026-11-06
Dominguez Wealth Management Solutions, Inc.
NEW
Shares8,099
Change+8,099
Value$383.6K
Filed 2026-10-07
Shepherd Street Advisors LLC
UNCHANGED
Shares8,085 from 8,085
Change0 (0%)
Value$383.1K (-$22.9K)
Filed 2026-10-21
Sawgrass Asset Management LLC
UNCHANGED
Shares8,085 from 8,085
Change0 (0%)
Value$382.9K (-$26.0K)
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares7,938
Change+7,938
Value$375.9K
Filed 2026-10-14
Victory Financial Group, LLC
DECREASED
Shares7,896 from 12,102
Change-4,206 (-35%)
Value$374.0K (-$238.2K)
Filed 2026-10-27
Appleton Partners Inc
DECREASED
Shares7,892 from 8,765
Change-873 (-10%)
Value$374 (-$442.6K)
Filed 2026-10-30
Long Island Wealth Management, Inc.
DECREASED
Shares7,889 from 8,051
Change-162 (-2%)
Value$373.6K (-$33.6K)
Filed 2026-10-20
Navigoe, LLC
UNCHANGED
Shares7,871 from 7,871
Change0 (0%)
Value$372 (-$397.6K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,792 from 8,087
Change-295 (-4%)
Value$369.0K (-$40.5K)
Filed 2026-10-13
Narus Financial Partners, LLC
DECREASED
Shares7,764 from 8,864
Change-1,100 (-12%)
Value$367.7K (-$80.6K)
Filed 2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares7,727 from 8,366
Change-639 (-8%)
Value$366.0K (-$57.2K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares7,684 from 4,144
Change+3,540 (+85%)
Value$374.2K (+$168.2K)
Filed 2026-11-02
Serenity Investment Advisors
DECREASED
Shares7,605 from 12,605
Change-5,000 (-40%)
Value$360.2K (-$264.3K)
Filed 2026-10-30
Penobscot Wealth Management
INCREASED
Shares7,589 from 5,977
Change+1,612 (+27%)
Value$359.4K (+$57.1K)
Filed 2026-10-21
Roan Capital Partners
DECREASED
Shares7,578 from 7,585
Change-7 (0%)
Value$358.9K (-$24.8K)
Filed 2026-10-09
Whalen Wealth Management Inc.
INCREASED
Shares7,529 from 6,495
Change+1,034 (+16%)
Value$356.6K (+$28.0K)
Filed 2026-10-08
Northland Capital Management LLC
DECREASED
Shares7,517 from 7,527
Change-10 (0%)
Value$356.0K (-$24.7K)
Filed 2026-10-15
Iron Financial LLC
INCREASED
Shares7,480 from 7,416
Change+64 (+1%)
Value$354.3K (-$20.9K)
Filed 2026-10-23
LongView Wealth Management
NEW
Shares7,443
Change+7,443
Value$352.5K
Filed 2026-10-19
True North Advisors, LLC
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$351.9K (-$23.9K)
Filed 2026-10-22
Nilsine Partners, LLC
UNCHANGED
Shares7,349 from 7,349
Change0 (0%)
Value$348.0K (-$23.7K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares7,279 from 7,464
Change-185 (-2%)
Value$344.7K (-$32.8K)
Filed 2026-11-05
Birch Financial Group, LLC
DECREASED
Shares7,234 from 9,485
Change-2,251 (-24%)
Value$342.6K (-$137.1K)
Filed 2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED
Shares7,178 from 6,398
Change+780 (+12%)
Value$340.0K (+$16.3K)
Filed 2026-10-21
Progressive Investment Management Corp
INCREASED
Shares7,135 from 7,123
Change+12 (+0%)
Value$337.9K (-$22.4K)
Filed 2026-10-26
LCW Services, LLC
DECREASED
Shares7,054 from 23,938
Change-16,884 (-71%)
Value$334.1K (-$876.7K)
Filed 2026-10-21
Powers Advisory Group, LLC
NEW
Shares7,051
Change+7,051
Value$333.9K
Filed 2026-10-14
Nabity-Jensen Investment Management Inc
DECREASED
Shares6,976 from 6,977
Change-1 (0%)
Value$330.4K (-$22.5K)
Filed 2026-10-23
Verus Capital Partners, LLC
INCREASED
Shares6,925 from 6,779
Change+146 (+2%)
Value$328.0K (-$14.9K)
Filed 2026-11-03
First Citizens Financial Corp
DECREASED
Shares6,912 from 11,152
Change-4,240 (-38%)
Value$327.4K (-$236.7K)
Filed 2026-10-02
Trust Co
DECREASED
Shares6,865 from 59,421
Change-52,556 (-88%)
Value$325.1K (-$2.7M)
Filed 2026-10-09
Robinswood Financial LLC
INCREASED
Shares6,865 from 6,746
Change+119 (+2%)
Value$329.6K (-$11.6K)
Filed 2026-10-20
Northcape Wealth Management, LLC
UNCHANGED
Shares6,808 from 6,808
Change0 (0%)
Value$322.4K (-$21.9K)
Filed 2026-11-04
Landaas & Co
DECREASED
Shares6,707 from 9,101
Change-2,394 (-26%)
Value$317.6K (-$142.7K)
Filed 2026-10-29
Carl P. Sherr & Co., LLC
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$316.1K (-$21.5K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
DECREASED
Shares6,671 from 7,159
Change-488 (-7%)
Value$315.9K (-$46.2K)
Filed 2026-11-05
Melfa Wealth Management, Inc.
INCREASED
Shares6,639 from 5,889
Change+750 (+13%)
Value$314.4K (+$16.6K)
Filed 2026-11-06
Brighton Securities Corp.
INCREASED
Shares6,601 from 6,510
Change+91 (+1%)
Value$312.6K (-$16.7K)
Filed 2026-10-08
Independent Wealth Network Inc.
NEW
Shares6,530
Change+6,530
Value$309.3K
Filed 2026-10-19
GLR Partners, LLC
INCREASED
Shares6,435 from 4,443
Change+1,992 (+45%)
Value$304.8K (+$80.0K)
Filed 2026-11-04
Worth Asset Management, LLC
DECREASED
Shares6,398 from 10,454
Change-4,056 (-39%)
Value$303.0K (-$225.8K)
Filed 2026-10-07
Cultivar Capital, Inc.
UNCHANGED
Shares6,375 from 6,375
Change0 (0%)
Value$301.9K (-$20.5K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
INCREASED
Shares6,359 from 4,069
Change+2,290 (+56%)
Value$301.2K (+$95.4K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares6,338 from 5,187
Change+1,151 (+22%)
Value$300.2K (+$37.8K)
Filed 2026-10-13
Bill Few Associates, Inc.
UNCHANGED
Shares6,334 from 6,334
Change0 (0%)
Value$300.0K (-$20.4K)
Filed 2026-10-09
Graetz Wealth LLC
DECREASED
Shares6,278 from 6,699
Change-421 (-6%)
Value$297.3K (-$41.5K)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
NEW
Shares6,262
Change+6,262
Value$296.6K
Filed 2026-11-02
Bright Financial Advisors, Inc.
UNCHANGED
Shares6,255 from 6,255
Change0 (0%)
Value$296.2K (-$20.1K)
Filed 2026-10-23
Net Worth Advisory Group
INCREASED
Shares6,253 from 6,163
Change+90 (+1%)
Value$296.8K (-$14.9K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares6,218 from 5,377
Change+841 (+16%)
Value$294.5K (+$22.5K)
Filed 2026-10-22
Weaver Consulting Group
NEW
Shares6,216
Change+6,216
Value$294.4K
Filed 2026-10-07
One Way Holdings LLC
UNCHANGED
Shares6,198 from 6,198
Change0 (0%)
Value$293.5K (-$20.0K)
Filed 2026-10-29
DecisionMap Wealth Management, LLC
INCREASED
Shares6,189 from 6,017
Change+172 (+3%)
Value$293.1K (-$11.2K)
Filed 2026-10-29
Ritholtz Wealth Management
INCREASED
Shares6,143 from 4,507
Change+1,636 (+36%)
Value$290.9K (+$63.0K)
Filed 2026-11-05
Level Financial Advisors
INCREASED
Shares6,101 from 4,771
Change+1,330 (+28%)
Value$289.0K (+$47.6K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares6,045 from 6,045
Change0 (0%)
Value$305.8K (+$4.2K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares6,017 from 6,117
Change-100 (-2%)
Value$285.0K (-$24.4K)
Filed 2026-11-06
Rise Advisors, LLC
INCREASED
Shares6,009 from 5,958
Change+51 (+1%)
Value$284.6K (-$16.8K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares5,994 from 5,571
Change+423 (+8%)
Value$283.9K (+$2.1K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares5,984 from 5,789
Change+195 (+3%)
Value$283.4K (-$9.4K)
Filed 2026-10-14
Clear Point Advisors Inc.
NEW
Shares5,975
Change+5,975
Value$283.0K
Filed 2026-10-30
Trinity Wealth Management, LLC
UNCHANGED
Shares5,974 from 5,974
Change0 (0%)
Value$282.9K (-$19.2K)
Filed 2026-10-13
Bell Investment Advisors, Inc
INCREASED
Shares5,973 from 5,968
Change+5 (+0%)
Value$282.9K (-$19.0K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
INCREASED
Shares5,971 from 5,241
Change+730 (+14%)
Value$282.8K (+$17.7K)
Filed 2026-11-03
Global Financial Private Client, LLC
UNCHANGED
Shares5,968 from 5,968
Change0 (0%)
Value$282.6K (-$19.2K)
Filed 2026-10-15
Wells Financial Advisors Inc
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$278.5K (-$18.9K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares5,849 from 4,440
Change+1,409 (+32%)
Value$277.0K (+$52.4K)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED
Shares5,737 from 6,190
Change-453 (-7%)
Value$271.7K (-$41.4K)
Filed 2026-10-16
Towerpoint Wealth, LLC
UNCHANGED
Shares5,732 from 5,732
Change0 (0%)
Value$271.5K (-$18.5K)
Filed 2026-10-13
Able Wealth Management LLC
NEW
Shares5,726
Change+5,726
Value$271.2K
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares5,698 from 4,950
Change+748 (+15%)
Value$269.9K (+$19.5K)
Filed 2026-10-14
Greenup Street Wealth Management LLC
DECREASED
Shares5,679 from 5,752
Change-73 (-1%)
Value$269.0K (-$22.0K)
Filed 2026-10-28
Hill Island Financial LLC
DECREASED
Shares5,623 from 5,721
Change-98 (-2%)
Value$266.3K (-$23.1K)
Filed 2026-10-20
Rockland Trust Co
UNCHANGED
Shares5,616 from 5,616
Change0 (0%)
Value$266.0K (-$18.1K)
Filed 2026-10-05
Pioneer Wealth Management Group
UNCHANGED
Shares5,614 from 5,614
Change0 (0%)
Value$265.9K (-$18.1K)
Filed 2026-10-09
Middleton & Co Inc
DECREASED
Shares5,600 from 9,600
Change-4,000 (-42%)
Value$265.2K (-$220.4K)
Filed 2026-10-23
Unify Financial Advisors
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$260.5K (-$17.7K)
Filed 2026-11-03
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$258.8K (-$17.6K)
Filed 2026-10-13
Greenwood Gearhart LLC
NEW
Shares5,444
Change+5,444
Value$257.8K
Filed 2026-11-02
Activest Wealth Management
DECREASED
Shares5,400 from 6,000
Change-600 (-10%)
Value$255.7K (-$47.7K)
Filed 2026-10-15
Accredited Investors Inc.
UNCHANGED
Shares5,308 from 5,308
Change0 (0%)
Value$251.4K (-$17.1K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares5,260 from 5,460
Change-200 (-4%)
Value$249.1K (-$27.1K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
DECREASED
Shares5,259 from 61,257
Change-55,998 (-91%)
Value$249.1K (-$2.8M)
Filed 2026-10-27
Quantum Financial Planning Services, Inc.
DECREASED
Shares5,258 from 9,145
Change-3,887 (-42%)
Value$249.0K (-$213.6K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares5,247 from 5,438
Change-191 (-4%)
Value$248.5K (-$26.5K)
Filed 2026-10-27
Mokosak Advisory Group, LLC
INCREASED
Shares5,241 from 5,197
Change+44 (+1%)
Value$248.2K (-$14.6K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
DECREASED
Shares5,238 from 42,389
Change-37,151 (-88%)
Value$248.1K (-$1.9M)
Filed 2026-10-16
Condor Capital Management
INCREASED
Shares5,175 from 5,041
Change+134 (+3%)
Value$245.1K (-$9.9K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares5,157 from 4,413
Change+744 (+17%)
Value$244.2K (+$21.0K)
Filed 2026-10-19
Creative Capital Management Investments LLC
UNCHANGED
Shares5,133 from 5,133
Change0 (0%)
Value$243.1K (-$16.5K)
Filed 2026-10-28
TME Financial, Inc.
INCREASED
Shares5,128 from 5,084
Change+44 (+1%)
Value$242.9K (-$14.3K)
Filed 2026-10-14
Legacy Financial Strategies, LLC
NEW
Shares5,100
Change+5,100
Value$241.5K
Filed 2026-10-15
ADE, LLC
DECREASED
Shares5,100 from 14,212
Change-9,112 (-64%)
Value$241.5K (-$477.3K)
Filed 2026-10-29
Successful Portfolios LLC
DECREASED
Shares5,088 from 5,698
Change-610 (-11%)
Value$241.0K (-$45.8K)
Filed 2026-10-09
Optima Capital LLC
INCREASED
Shares5,078 from 4,173
Change+905 (+22%)
Value$240.5K (+$29.4K)
Filed 2026-10-29
Advocate Investing Services LLC
NEW
Shares5,012
Change+5,012
Value$237.4K
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares4,976
Change+4,976
Value$235.7K
Filed 2026-10-19
Briggs Wealth Management, Inc
UNCHANGED
Shares4,938 from 4,938
Change0 (0%)
Value$233.9K (-$15.9K)
Filed 2026-10-26
Cooksen Wealth, LLC
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$233.1K (-$16.1K)
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares4,899 from 4,899
Change0 (0%)
Value$232.0K (-$15.8K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares4,841 from 4,428
Change+413 (+9%)
Value$229.3K (+$5.3K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares4,822 from 4,792
Change+30 (+1%)
Value$228.3K (-$14.0K)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares4,808 from 4,808
Change0 (0%)
Value$227.7K (-$15.5K)
Filed 2026-10-05
Sowell Financial Services LLC
DECREASED
Shares4,690 from 5,508
Change-818 (-15%)
Value$222.1K (-$56.5K)
Filed 2026-10-23
Collaborative Wealth Managment Inc.
NEW
Shares4,679
Change+4,679
Value$221.6K
Filed 2026-11-06
Clear Investment Research, LLC
DECREASED
Shares4,669 from 5,249
Change-580 (-11%)
Value$221.1K (-$44.4K)
Filed 2026-11-06
Andrews Advisory Associates, LLC
DECREASED
Shares4,613 from 17,585
Change-12,972 (-74%)
Value$218.5K (-$671.0K)
Filed 2026-10-15
Magnus Financial Group LLC
DECREASED
Shares4,579 from 6,812
Change-2,233 (-33%)
Value$216.9K (-$127.7K)
Filed 2026-10-21
Cora Capital Advisors LLC
INCREASED
Shares4,564 from 4,267
Change+297 (+7%)
Value$216.2K (+$326)
Filed 2026-11-02
Signature Equity Partners, LLC
DECREASED
Shares4,546 from 6,845
Change-2,299 (-34%)
Value$215.3K (-$130.9K)
Filed 2026-10-29
Kanawha Capital Management LLC
UNCHANGED
Shares4,544 from 4,544
Change0 (0%)
Value$215.2K (-$14.6K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
NEW
Shares4,500
Change+4,500
Value$213.1K
Filed 2026-10-19
Kachkovsky & Fisher, Inc.
INCREASED
Shares4,497 from 4,459
Change+38 (+1%)
Value$213.0K (-$12.5K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED
Shares4,484 from 4,484
Change0 (0%)
Value$212.4K (-$14.4K)
Filed 2026-10-09
Orca Wealth Management, LLC
INCREASED
Shares4,468 from 4,430
Change+38 (+1%)
Value$211.6K (-$12.5K)
Filed 2026-10-14
Kendall Capital Management
UNCHANGED
Shares4,467 from 4,467
Change0 (0%)
Value$211.6K (-$14.4K)
Filed 2026-10-23
Two West Capital Advisors LLC
NEW
Shares4,457
Change+4,457
Value$209.2K
Filed 2026-10-15
Morton Capital Management LLC
UNCHANGED
Shares4,432 from 4,432
Change0 (0%)
Value$209.9K (-$14.3K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares4,413 from 2,790
Change+1,623 (+58%)
Value$209.0K (+$67.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares4,393 from 5,235
Change-842 (-16%)
Value$207.9K (-$52.9K)
Filed 2026-10-16
BCS Wealth Management
UNCHANGED
Shares4,344 from 4,344
Change0 (0%)
Value$205.7K (-$14.0K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares4,314 from 4,314
Change0 (0%)
Value$204.3K (-$13.9K)
Filed 2026-10-15
Leverty Financial Group, LLC
DECREASED
Shares4,306 from 5,974
Change-1,668 (-28%)
Value$203.9K (-$98.2K)
Filed 2026-10-08
Exchange Bank
UNCHANGED
Shares4,295 from 4,295
Change0 (0%)
Value$203.4K (-$13.8K)
Filed 2026-10-07
Financial Management Network Inc
INCREASED
Shares4,293 from 4,268
Change+25 (+1%)
Value$202.9K (-$11.1K)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares4,253 from 4,587
Change-334 (-7%)
Value$201 (-$231.8K)
Filed 2026-10-23
LaFleur & Godfrey LLC
NEW
Shares4,235
Change+4,235
Value$200.6K
Filed 2026-10-27
Howard Wealth Management, LLC
INCREASED
Shares4,223 from 4,007
Change+216 (+5%)
Value$200.0K (-$2.7K)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares3,921 from 3,921
Change0 (0%)
Value$185.7K (-$12.6K)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares3,549 from 3,549
Change0 (0%)
Value$173.5K (-$6.0K)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$165.8K (-$11.3K)
Filed 2026-10-27
Downshift Financial, LLC
DECREASED
Shares3,288 from 4,338
Change-1,050 (-24%)
Value$155.7K (-$63.7K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
DECREASED
Shares3,088 from 17,057
Change-13,969 (-82%)
Value$146.2K (-$716.5K)
Filed 2026-11-05
10Elms LLP
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$134.0K (-$9.1K)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$133.5K (-$9.1K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares2,588 from 2,566
Change+22 (+1%)
Value$122.6K (-$7.2K)
Filed 2026-10-07
Central Trust Co
DECREASED
Shares2,577 from 2,620
Change-43 (-2%)
Value$122.0K (-$10.5K)
Filed 2026-11-05
Montag A & Associates Inc
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$121.0K (-$8.2K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares2,466 from 2,445
Change+21 (+1%)
Value$116.8K (-$6.9K)
Filed 2026-10-02
Redwood Park Advisors LLC
NEW
Shares2,427
Change+2,427
Value$114.9K
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares2,257 from 2,156
Change+101 (+5%)
Value$107 (-$108.9K)
Filed 2026-10-30
Coston, McIsaac & Partners
INCREASED
Shares2,245 from 1,135
Change+1,110 (+98%)
Value$106.3K (+$49.3K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares2,225
Change+2,225
Value$105.4K
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares2,192 from 2,901
Change-709 (-24%)
Value$103.8K (-$42.9K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$102.7K (-$7.0K)
Filed 2026-10-13
Community Bank, N.A.
NEW
Shares2,100
Change+2,100
Value$99.5K
Filed 2026-11-06
Princeton Global Asset Management LLC
INCREASED
Shares2,087 from 1,581
Change+506 (+32%)
Value$98.9K (+$18.9K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares2,043 from 2,000
Change+43 (+2%)
Value$96.8K (-$4.4K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$94.7K (-$6.4K)
Filed 2026-10-14
Clean Yield Group
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$93.5K (-$6.4K)
Filed 2026-10-28
IMG Wealth Management, Inc.
INCREASED
Shares1,954 from 1,672
Change+282 (+17%)
Value$92.5K (+$8.0K)
Filed 2026-10-27
Abound Wealth Management
DECREASED
Shares1,907 from 2,743
Change-836 (-30%)
Value$90.3K (-$48.4K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares1,585
Change+1,585
Value$74.6K
Filed 2026-10-13
City Holding Co
DECREASED
Shares1,517 from 1,617
Change-100 (-6%)
Value$71.8K (-$9.9K)
Filed 2026-10-19
Nfsg Corp
NEW
Shares1,501
Change+1,501
Value$71.1K
Filed 2026-10-15
Birchwood Financial Partners, Inc.
INCREASED
Shares1,420 from 1,352
Change+68 (+5%)
Value$67.3K (-$1.1K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares1,416 from 304
Change+1,112 (+366%)
Value$67.0K (+$51.6K)
Filed 2026-11-06
NBH Bank
INCREASED
Shares1,397 from 1,021
Change+376 (+37%)
Value$66.2K (+$14.5K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$65.3K (-$4.4K)
Filed 2026-10-27
High Note Wealth, LLC
DECREASED
Shares1,296 from 1,386
Change-90 (-6%)
Value$61.4K (-$8.7K)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$59.2K (-$4.0K)
Filed 2026-10-16
Oakworth Capital, Inc.
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$58.3K (-$3.8K)
Filed 2026-10-26
KFG LLC
NEW
Shares1,210
Change+1,210
Value$57.3K
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$55.6K (-$3.8K)
Filed 2026-10-13
Cromwell Holdings LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$54.9K (-$3.7K)
Filed 2026-10-28
Blueline Advisors LLC
INCREASED
Shares1,088 from 295
Change+793 (+269%)
Value$51.5K (+$36.6K)
Filed 2026-10-15
Pittenger & Anderson Inc
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$51.2K (-$3.5K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares1,078 from 1,077
Change+1 (+0%)
Value$51.1K (-$3.4K)
Filed 2026-11-02
Security National Bank
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$50.1K (-$3.4K)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$49.9K (-$3.4K)
Filed 2026-10-20
Addison Advisors LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$47.7K (-$3.2K)
Filed 2026-11-06
Rossmore Private Capital
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$47.4K (-$3.2K)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$46.9K (-$3.2K)
Filed 2026-10-21
Global Trust Asset Management, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$43.8K (-$3.0K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
NEW
Shares850
Change+850
Value$40.3K
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$35.5K (-$2.4K)
Filed 2026-10-20
Financially Speaking Inc
NEW
Shares697
Change+697
Value$33.0K
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares671 from 623
Change+48 (+8%)
Value$31.8K (+$289)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares667 from 4,942
Change-4,275 (-86%)
Value$31.6K (-$218.4K)
Filed 2026-10-23
Chilton Capital Management LLC
NEW
Shares589
Change+589
Value$27.9K
Filed 2026-10-28
Wolff Wiese Magana LLC
INCREASED
Shares571 from 452
Change+119 (+26%)
Value$27.0K (+$4.2K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$24.2K (-$1.6K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$22.3K (-$1.5K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED
Shares469 from 519
Change-50 (-10%)
Value$22.2K (-$4.0K)
Filed 2026-10-30
Pflug Koory, LLC
INCREASED
Shares424 from 421
Change+3 (+1%)
Value$20.1K (-$1.2K)
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares405
Change+405
Value$19.2K
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares382 from 140
Change+242 (+173%)
Value$18.1K (+$11.0K)
Filed 2026-10-07
Cassaday & Co Wealth Management LLC
INCREASED
Shares373 from 187
Change+186 (+99%)
Value$17.7K (+$8.2K)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$16.9K (-$1.2K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares332 from 323
Change+9 (+3%)
Value$15.7K (-$584)
Filed 2026-11-05
Investors Research Corp
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$15.2K (-$1.0K)
Filed 2026-10-07
Noble Wealth Management PBC
NEW
Shares316
Change+316
Value$15.0K
Filed 2026-10-01
Robbins Farley
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$14.9K (-$1.0K)
Filed 2026-10-21
Networth Advisors, LLC
INCREASED
Shares307 from 304
Change+3 (+1%)
Value$14.5K (-$854)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
NEW
Shares305
Change+305
Value$14.4K
Filed 2026-11-04
Maseco LLP
NEW
Shares283
Change+283
Value$13.4K
Filed 2026-10-27
Eukles Asset Management
NEW
Shares274
Change+274
Value$13.0K
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares265 from 308
Change-43 (-14%)
Value$12.5K (-$3.0K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$10.9K (-$740)
Filed 2026-10-09
Vima LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$10.8K (-$734)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$10.1K (-$689)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares176 from 155
Change+21 (+14%)
Value$8.3K (+$495)
Filed 2026-10-02
Transce3nd, LLC
DECREASED
Shares172 from 777
Change-605 (-78%)
Value$8.3K (-$30.9K)
Filed 2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$7.5K (-$513)
Filed 2026-10-16
Spurstone Advisory Services, LLC
INCREASED
Shares148 from 141
Change+7 (+5%)
Value$7.0K (-$90)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares142 from 102
Change+40 (+39%)
Value$6.7K (+$1.6K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.9K (-$403)
Filed 2026-10-20
Bayban
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$6.3K ($0)
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$5.4K (+$5.4K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$5.1K (-$348)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
NEW
Shares100
Change+100
Value$4.7K
Filed 2026-10-23
Eastern Bank
DECREASED
Shares75 from 2,287
Change-2,212 (-97%)
Value$3.6K (-$112.1K)
Filed 2026-10-05
Compass Financial Management LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$3.5K (-$238)
Filed 2026-10-30
Pacifica Partners Inc.
NEW
Shares63
Change+63
Value$3.0K
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.3K (-$154)
Filed 2026-10-22
Community Financial Services Group, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (-$111)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$751 (-$47)
Filed 2026-10-23
POM Investment Strategies, LLC
NEW
Shares3
Change+3
Value$142
Filed 2026-10-20
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$38
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares1 from 70
Change-69 (-99%)
Value$31 (-$3.5K)
Filed 2026-10-23
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$49 (-$2)
Filed 2026-10-30
Garde Capital, Inc.
CLOSED
Shares0 from 905,827
Change-905,827 (-100%)
Value$0 (-$45.8M)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 258,536
Change-258,536 (-100%)
Value$0 (-$13.1M)
Filed 2026-11-05
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 204,989
Change-204,989 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-21
One Degree Advisors Inc
CLOSED
Shares0 from 98,640
Change-98,640 (-100%)
Value$0 (-$5.0M)
Filed 2026-11-06
Asio Capital, LLC
CLOSED
Shares0 from 56,990
Change-56,990 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-19
Prospect Financial Group LLC
CLOSED
Shares0 from 51,288
Change-51,288 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-05
FDx Advisors, Inc.
CLOSED
Shares0 from 49,826
Change-49,826 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Q3 Asset Management
CLOSED
Shares0 from 48,472
Change-48,472 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 48,257
Change-48,257 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-26
Penney Financial, LLC
CLOSED
Shares0 from 47,994
Change-47,994 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-20
Sunesis Advisors, LLC
CLOSED
Shares0 from 47,568
Change-47,568 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-26
Mallini Complete Financial Planning LLC
CLOSED
Shares0 from 47,117
Change-47,117 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-06
Lincoln Capital Corp
CLOSED
Shares0 from 31,589
Change-31,589 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 30,427
Change-30,427 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-27
Veracity Capital LLC
CLOSED
Shares0 from 24,020
Change-24,020 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-08
Aviance Capital Partners, LLC
CLOSED
Shares0 from 20,964
Change-20,964 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Evergreen Advisors, LLC
CLOSED
Shares0 from 20,050
Change-20,050 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Apex Wealth Management, LLC
CLOSED
Shares0 from 16,799
Change-16,799 (-100%)
Value$0 (-$849.7K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
CLOSED
Shares0 from 15,704
Change-15,704 (-100%)
Value$0 (-$794.3K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 15,516
Change-15,516 (-100%)
Value$0 (-$784.8K)
Filed 2026-10-15
Hassell Wealth Management, LLC
CLOSED
Shares0 from 14,903
Change-14,903 (-100%)
Value$0 (-$749.0K)
Filed 2026-10-19
Ryan Investment Management, Inc.
CLOSED
Shares0 from 14,501
Change-14,501 (-100%)
Value$0 (-$733.5K)
Filed 2026-10-20
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 13,927
Change-13,927 (-100%)
Value$0 (-$704.4K)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 13,181
Change-13,181 (-100%)
Value$0 (-$666.7K)
Filed 2026-10-28
PFW Advisors LLC
CLOSED
Shares0 from 12,140
Change-12,140 (-100%)
Value$0 (-$614.0K)
Filed 2026-10-07
Krilogy Financial LLC
CLOSED
Shares0 from 9,439
Change-9,439 (-100%)
Value$0 (-$477.4K)
Filed 2026-10-13
Avestar Capital, LLC
CLOSED
Shares0 from 9,227
Change-9,227 (-100%)
Value$0 (-$466.7K)
Filed 2026-10-28
Winebrenner Capital Management LLC
CLOSED
Shares0 from 9,047
Change-9,047 (-100%)
Value$0 (-$457.6K)
Filed 2026-10-07
Wealth Management Nebraska
CLOSED
Shares0 from 7,397
Change-7,397 (-100%)
Value$0 (-$374.1K)
Filed 2026-10-26
Members Wealth LLC
CLOSED
Shares0 from 7,060
Change-7,060 (-100%)
Value$0 (-$357.1K)
Filed 2026-10-20
Accurate Wealth Management, LLC
CLOSED
Shares0 from 6,432
Change-6,432 (-100%)
Value$0 (-$323.8K)
Filed 2026-10-20
Sage Rhino Capital LLC
CLOSED
Shares0 from 6,394
Change-6,394 (-100%)
Value$0 (-$323.4K)
Filed 2026-10-28
Sterling Wealth Management, Inc.
CLOSED
Shares0 from 6,369
Change-6,369 (-100%)
Value$0 (-$322.1K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
CLOSED
Shares0 from 6,200
Change-6,200 (-100%)
Value$0 (-$313.6K)
Filed 2026-11-03
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 6,151
Change-6,151 (-100%)
Value$0 (-$311.1K)
Filed 2026-11-06
Falcon Wealth Planning
CLOSED
Shares0 from 6,130
Change-6,130 (-100%)
Value$0 (-$310.0K)
Filed 2026-11-06
Paragon Advisors, LLC
CLOSED
Shares0 from 5,960
Change-5,960 (-100%)
Value$0 (-$301.5K)
Filed 2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
CLOSED
Shares0 from 5,940
Change-5,940 (-100%)
Value$0 (-$300.4K)
Filed 2026-10-13
Sierra Summit Advisors LLC
CLOSED
Shares0 from 5,840
Change-5,840 (-100%)
Value$0 (-$295.4K)
Filed 2026-10-28
Verisail Partners, LLC
CLOSED
Shares0 from 5,501
Change-5,501 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-19
JHP Wealth Management, LLC
CLOSED
Shares0 from 5,447
Change-5,447 (-100%)
Value$0 (-$275.5K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 5,289
Change-5,289 (-100%)
Value$0 (-$267.5K)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 4,764
Change-4,764 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-26
Transcendent Capital Group LLC
CLOSED
Shares0 from 4,743
Change-4,743 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-28
Opulen Financial Group LLC
CLOSED
Shares0 from 4,719
Change-4,719 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-22
Bison Wealth, LLC
CLOSED
Shares0 from 4,597
Change-4,597 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-13
Innovative Wealth Building LLC
CLOSED
Shares0 from 4,511
Change-4,511 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-14
Citizens & Northern Corp
CLOSED
Shares0 from 4,503
Change-4,503 (-100%)
Value$0 (-$227.8K)
Filed 2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
CLOSED
Shares0 from 4,426
Change-4,426 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-14
Belleair Asset Management, LLC
CLOSED
Shares0 from 4,390
Change-4,390 (-100%)
Value$0 (-$222.0K)
Filed 2026-11-03
Opus Financial Solutions LLC
CLOSED
Shares0 from 4,374
Change-4,374 (-100%)
Value$0 (-$221.2K)
Filed 2026-11-06
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 4,370
Change-4,370 (-100%)
Value$0 (-$221.1K)
Filed 2026-11-03
Aspen Wealth Management LLC
CLOSED
Shares0 from 4,164
Change-4,164 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
CLOSED
Shares0 from 4,158
Change-4,158 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-02
Hamilton Capital, LLC
CLOSED
Shares0 from 4,142
Change-4,142 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-08
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 4,126
Change-4,126 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 4,087
Change-4,087 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-13
IVC Wealth Advisors LLC
CLOSED
Shares0 from 4,071
Change-4,071 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-23
Swmg, LLC
CLOSED
Shares0 from 4,019
Change-4,019 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-23
Annex Advisory Services, LLC
CLOSED
Shares0 from 4,014
Change-4,014 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-16
Evolution Wealth Management Inc.
CLOSED
Shares0 from 2,611
Change-2,611 (-100%)
Value$0 (-$132.1K)
Filed 2026-10-28
RHL Group, LLC
CLOSED
Shares0 from 1,986
Change-1,986 (-100%)
Value$0 (-$101.3K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$71.2K)
Filed 2026-10-21
NBT Bank, N.A.
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-21
True Wealth Design, LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-14
Nemes Rush Group LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$16.7K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-13
Nvwm, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-03
American Capital Advisory, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$607)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 54,850,518
Change-54,850,518 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 38,222,195
Change-38,222,195 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,969,204
Change-27,969,204 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,966,940
Change-26,966,940 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 26,083,419
Change-26,083,419 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,006,893
Change-23,006,893 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,371,891
Change-21,371,891 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 15,843,041
Change-15,843,041 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,838,724
Change-14,838,724 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,811,340
Change-14,811,340 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,964,302
Change-13,964,302 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,190,508
Change-13,190,508 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,479,867
Change-11,479,867 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,675,389
Change-10,675,389 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,174,048
Change-7,174,048 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,061,952
Change-7,061,952 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,852,832
Change-5,852,832 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,779,573
Change-4,779,573 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,522,126
Change-4,522,126 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,476,441
Change-4,476,441 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,415,366
Change-4,415,366 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,362,459
Change-4,362,459 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,756,633
Change-3,756,633 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,427,973
Change-3,427,973 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,754,583
Change-2,754,583 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,708,884
Change-2,708,884 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,474,937
Change-2,474,937 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,454,801
Change-2,454,801 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,289,562
Change-2,289,562 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,240,261
Change-2,240,261 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,073,127
Change-2,073,127 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,891,755
Change-1,891,755 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,829,597
Change-1,829,597 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,826,588
Change-1,826,588 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,776,200
Change-1,776,200 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,732,100
Change-1,732,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,653,614
Change-1,653,614 (-100%)
Value—
MBB Public Markets I LLC
N/A
Shares— from 1,614,405
Change-1,614,405 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,594,643
Change-1,594,643 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,577,972
Change-1,577,972 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,560,240
Change-1,560,240 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,414,356
Change-1,414,356 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,372,365
Change-1,372,365 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,371,433
Change-1,371,433 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,273,913
Change-1,273,913 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 1,267,176
Change-1,267,176 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,095,147
Change-1,095,147 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,057,630
Change-1,057,630 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,007,730
Change-1,007,730 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 966,651
Change-966,651 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 942,001
Change-942,001 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 931,751
Change-931,751 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 926,398
Change-926,398 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 878,929
Change-878,929 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 875,617
Change-875,617 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 859,684
Change-859,684 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 845,847
Change-845,847 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 840,472
Change-840,472 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 789,092
Change-789,092 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 775,081
Change-775,081 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 737,502
Change-737,502 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 704,588
Change-704,588 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 681,741
Change-681,741 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 661,660
Change-661,660 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 654,348
Change-654,348 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 647,007
Change-647,007 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 564,416
Change-564,416 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 544,427
Change-544,427 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 543,493
Change-543,493 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 541,385
Change-541,385 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 536,744
Change-536,744 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 528,793
Change-528,793 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 520,223
Change-520,223 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 519,938
Change-519,938 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 513,500
Change-513,500 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 507,133
Change-507,133 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 467,800
Change-467,800 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 460,205
Change-460,205 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 452,148
Change-452,148 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 425,588
Change-425,588 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 414,814
Change-414,814 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 390,059
Change-390,059 (-100%)
Value—
&partners
N/A
Shares— from 382,404
Change-382,404 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 370,653
Change-370,653 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 327,500
Change-327,500 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 317,901
Change-317,901 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 315,544
Change-315,544 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 315,384
Change-315,384 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 311,946
Change-311,946 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 311,026
Change-311,026 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 309,610
Change-309,610 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 309,000
Change-309,000 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 304,842
Change-304,842 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 271,993
Change-271,993 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 271,735
Change-271,735 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 267,541
Change-267,541 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 267,479
Change-267,479 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 260,766
Change-260,766 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 260,648
Change-260,648 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 255,713
Change-255,713 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 243,977
Change-243,977 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 221,538
Change-221,538 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 220,727
Change-220,727 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 216,474
Change-216,474 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 208,792
Change-208,792 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 200,043
Change-200,043 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 199,739
Change-199,739 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 197,095
Change-197,095 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 189,684
Change-189,684 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 188,601
Change-188,601 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 184,559
Change-184,559 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 183,053
Change-183,053 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 182,122
Change-182,122 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 179,733
Change-179,733 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 177,204
Change-177,204 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 175,254
Change-175,254 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 174,705
Change-174,705 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 168,675
Change-168,675 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 167,788
Change-167,788 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 163,196
Change-163,196 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 154,814
Change-154,814 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 153,000
Change-153,000 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 152,996
Change-152,996 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 152,584
Change-152,584 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 151,662
Change-151,662 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 144,730
Change-144,730 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 143,614
Change-143,614 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 139,841
Change-139,841 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 139,757
Change-139,757 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 139,649
Change-139,649 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 136,900
Change-136,900 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 134,286
Change-134,286 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 133,561
Change-133,561 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 129,470
Change-129,470 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 128,747
Change-128,747 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 128,089
Change-128,089 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 126,797
Change-126,797 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 126,633
Change-126,633 (-100%)
Value—
Stephens Inc
N/A
Shares— from 119,242
Change-119,242 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 118,962
Change-118,962 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 115,981
Change-115,981 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 115,895
Change-115,895 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 114,281
Change-114,281 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 110,476
Change-110,476 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 110,359
Change-110,359 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 110,221
Change-110,221 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 108,758
Change-108,758 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 108,208
Change-108,208 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 107,636
Change-107,636 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 107,313
Change-107,313 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 104,834
Change-104,834 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 100,166
Change-100,166 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 99,662
Change-99,662 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 99,381
Change-99,381 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 98,941
Change-98,941 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 97,259
Change-97,259 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 97,099
Change-97,099 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 96,556
Change-96,556 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 96,216
Change-96,216 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 94,077
Change-94,077 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 92,341
Change-92,341 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 92,314
Change-92,314 (-100%)
Value—
Nwam LLC
N/A
Shares— from 92,056
Change-92,056 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 90,777
Change-90,777 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 90,554
Change-90,554 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 88,858
Change-88,858 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 88,631
Change-88,631 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 84,317
Change-84,317 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 83,331
Change-83,331 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 82,544
Change-82,544 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 82,463
Change-82,463 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 82,194
Change-82,194 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,394
Change-81,394 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 80,925
Change-80,925 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 80,395
Change-80,395 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 80,148
Change-80,148 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 79,932
Change-79,932 (-100%)
Value—
Invst, LLC
N/A
Shares— from 79,380
Change-79,380 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 79,291
Change-79,291 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 79,213
Change-79,213 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 77,736
Change-77,736 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 75,071
Change-75,071 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 73,659
Change-73,659 (-100%)
Value—
Blair William & Co
N/A
Shares— from 73,067
Change-73,067 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 69,749
Change-69,749 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 69,537
Change-69,537 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 69,173
Change-69,173 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 68,689
Change-68,689 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 68,328
Change-68,328 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 67,104
Change-67,104 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 66,942
Change-66,942 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 66,426
Change-66,426 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 66,319
Change-66,319 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 66,230
Change-66,230 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 66,144
Change-66,144 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 66,104
Change-66,104 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 65,220
Change-65,220 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 64,684
Change-64,684 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 63,367
Change-63,367 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 62,530
Change-62,530 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 62,145
Change-62,145 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 62,046
Change-62,046 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 61,717
Change-61,717 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 60,827
Change-60,827 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 60,691
Change-60,691 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 60,330
Change-60,330 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 60,045
Change-60,045 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 59,673
Change-59,673 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 58,482
Change-58,482 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 57,113
Change-57,113 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 56,827
Change-56,827 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 55,962
Change-55,962 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 55,811
Change-55,811 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 54,081
Change-54,081 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 53,422
Change-53,422 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 52,550
Change-52,550 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 52,266
Change-52,266 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 52,205
Change-52,205 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 51,756
Change-51,756 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 51,419
Change-51,419 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 50,923
Change-50,923 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 50,735
Change-50,735 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 49,416
Change-49,416 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 48,067
Change-48,067 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 47,535
Change-47,535 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 46,741
Change-46,741 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 46,125
Change-46,125 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 45,871
Change-45,871 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 45,589
Change-45,589 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 45,530
Change-45,530 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 44,471
Change-44,471 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 44,136
Change-44,136 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 44,072
Change-44,072 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 43,428
Change-43,428 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 43,030
Change-43,030 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,864
Change-42,864 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 41,580
Change-41,580 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 40,974
Change-40,974 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 40,973
Change-40,973 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 40,872
Change-40,872 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 40,780
Change-40,780 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 40,676
Change-40,676 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 40,612
Change-40,612 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 40,393
Change-40,393 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 40,134
Change-40,134 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 39,806
Change-39,806 (-100%)
Value—
Commerce Bank
N/A
Shares— from 39,652
Change-39,652 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 38,465
Change-38,465 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 38,325
Change-38,325 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 37,460
Change-37,460 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 37,283
Change-37,283 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 36,610
Change-36,610 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 36,481
Change-36,481 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 36,095
Change-36,095 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 36,067
Change-36,067 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 35,792
Change-35,792 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 34,986
Change-34,986 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 34,602
Change-34,602 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,235
Change-34,235 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 34,164
Change-34,164 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34,116
Change-34,116 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 33,810
Change-33,810 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 33,592
Change-33,592 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 33,561
Change-33,561 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 33,144
Change-33,144 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 32,726
Change-32,726 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 32,457
Change-32,457 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 30,058
Change-30,058 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 29,449
Change-29,449 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 29,248
Change-29,248 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 28,186
Change-28,186 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,785
Change-27,785 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 27,699
Change-27,699 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 27,144
Change-27,144 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 27,022
Change-27,022 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 26,461
Change-26,461 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,352
Change-26,352 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 26,164
Change-26,164 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26,036
Change-26,036 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 25,741
Change-25,741 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 24,945
Change-24,945 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 24,709
Change-24,709 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 24,303
Change-24,303 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 24,215
Change-24,215 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 24,050
Change-24,050 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 23,989
Change-23,989 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 23,830
Change-23,830 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,803
Change-23,803 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 23,452
Change-23,452 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,232
Change-23,232 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 22,647
Change-22,647 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,565
Change-22,565 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 22,124
Change-22,124 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 22,050
Change-22,050 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,879
Change-21,879 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 21,675
Change-21,675 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,283
Change-21,283 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 20,312
Change-20,312 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 20,273
Change-20,273 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 20,188
Change-20,188 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,860
Change-19,860 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 19,530
Change-19,530 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 19,368
Change-19,368 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 19,195
Change-19,195 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 19,097
Change-19,097 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 19,021
Change-19,021 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 17,446
Change-17,446 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,905
Change-16,905 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 16,784
Change-16,784 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,777
Change-16,777 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 16,298
Change-16,298 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 16,283
Change-16,283 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,127
Change-16,127 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 16,113
Change-16,113 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 16,013
Change-16,013 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 15,571
Change-15,571 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 15,449
Change-15,449 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 14,783
Change-14,783 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 14,608
Change-14,608 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 14,512
Change-14,512 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 14,056
Change-14,056 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 13,934
Change-13,934 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,647
Change-13,647 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 13,515
Change-13,515 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 13,466
Change-13,466 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,252
Change-13,252 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 13,139
Change-13,139 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 13,043
Change-13,043 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,994
Change-12,994 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 12,813
Change-12,813 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 12,601
Change-12,601 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,394
Change-12,394 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 11,966
Change-11,966 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 11,936
Change-11,936 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 11,688
Change-11,688 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 11,593
Change-11,593 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,497
Change-11,497 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 11,028
Change-11,028 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 11,014
Change-11,014 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10,934
Change-10,934 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,848
Change-10,848 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,609
Change-10,609 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
Croban
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 9,847
Change-9,847 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 9,338
Change-9,338 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,277
Change-9,277 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,072
Change-8,072 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,927
Change-6,927 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Ketron Financial
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Nepc LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 497
Change-497 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 400
Change-400 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Creative Planning
INCREASED27,392,98727,320,238+72,749+0%$1.4B$1.3B-$84.5M2026-11-02
LPL Financial LLC
INCREASED10,983,70710,444,670+539,037+5%$528.3M$520.2M-$8.1M2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED6,867,9736,394,230+473,743+7%$323.4M$325.3M+$1.8M2026-10-14
Aspiriant, LLC
INCREASED4,402,7504,272,813+129,937+3%$216.1M$208.5M-$7.6M2026-10-16
Orgel Wealth Management, LLC
INCREASED4,334,2883,570,951+763,337+21%$180.6M$205.3M+$24.7M2026-10-14
US Bancorp \de\
INCREASED3,797,1133,591,532+205,581+6%$181.7M$179.8M-$1.8M2026-11-05
Facet Wealth, Inc.
DECREASED2,519,0592,590,804-71,745-3%$131.0M$119.3M-$11.7M2026-11-04
Bank of New York Mellon Corp
INCREASED2,390,4922,105,092+285,400+14%$106.5M$113.2M+$6.7M2026-11-05
PNC Financial Services Group, Inc.
DECREASED2,349,2032,403,494-54,291-2%$121.6M$111.3M-$10.3M2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED1,858,7201,951,599-92,879-5%$98.7M$88.0M-$10.7M2026-10-20
Savant Capital, LLC
DECREASED1,713,3503,290,574-1,577,224-48%$165.3M$81.1M-$84.1M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED1,574,2691,664,709-90,440-5%$82.3M$72.8M-$9.5M2026-10-13
Winthrop Advisory Group LLC
INCREASED1,311,481203,184+1,108,297+545%$10.3M$62.1M+$51.8M2026-10-22
Kestra Investment Management, LLC
INCREASED1,288,5031,144,888+143,615+13%$57.9M$61.0M+$3.1M2026-11-04
HBK Sorce Advisory LLC
INCREASED1,246,880165,918+1,080,962+652%$8.2M$61.3M+$53.0M2026-11-06
Baker Boyer National Bank
INCREASED1,195,0631,194,965+98+0%$60.4M$56.6M-$3.8M2026-11-05
Mather Group, Llc.
INCREASED1,067,5021,042,071+25,431+2%$52.7M$50.6M-$2.2M2026-10-14
Kestra Advisory Services, LLC
INCREASED977,848495,904+481,944+97%$25.1M$46.3M+$21.2M2026-11-02
West Financial Advisors, LLC
DECREASED963,1761,110,601-147,425-13%$56.2M$45.6M-$10.6M2026-10-22
Ackerman Capital Advisors, LLC
INCREASED951,056950,473+583+0%$48.1M$45.0M-$3.0M2026-10-30
Old National Bancorp
INCREASED949,265837,585+111,680+13%$42.4M$45.0M+$2.6M2026-10-20
Lutz Financial Services LLC
DECREASED930,7921,663,916-733,124-44%$84.2M$44.1M-$40.1M2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED926,218854,509+71,709+8%$43.2M$43.9M+$644.6K2026-10-16
Allworth Financial LP
INCREASED916,691867,210+49,481+6%$43.9M$46.4M+$2.5M2026-11-06
Wedmont Private Capital
DECREASED914,5762,167,958-1,253,382-58%$109.1M$43.1M-$66.0M2026-10-09
Jordan Park Group LLC
INCREASED906,842647,609+259,233+40%$32.8M$42.9M+$10.2M2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED885,125962,019-76,894-8%$48.7M$41.9K-$48.6M2026-11-05
Commonwealth Equity Services, LLC
INCREASED877,681732,688+144,993+20%$37.1M$41.6M+$4.5M2026-11-02
JFS Wealth Advisors, LLC
DECREASED818,489823,707-5,218-1%$41.7M$38.8M-$2.9M2026-11-03
Foster Group, Inc.
DECREASED817,791873,883-56,092-6%$44.2M$38.7M-$5.5M2026-10-13
Allen Investment Management, LLC
INCREASED811,916673,531+138,385+21%$34.1M$38.5M+$4.4M2026-11-03
Willow Creek Wealth Management Inc.
INCREASED798,303734,141+64,162+9%$37.1M$37.8M+$674.8K2026-10-26
Modera Wealth Management, LLC
INCREASED793,036609,989+183,047+30%$30.9M$37.6M+$6.7M2026-10-28
Lexington Hill Partners, LLC
INCREASED792,978770,612+22,366+3%$39.0M$37.6M-$1.4M2026-10-13
Truist Financial Corp
DECREASED770,922831,195-60,273-7%$42.0M$36.5M-$5.5M2026-10-30
Heritage Investment Group, Inc.
DECREASED734,093867,367-133,274-15%$43.9M$34.8M-$9.1M2026-11-03
Evergreen Capital Management LLC
DECREASED703,585745,522-41,937-6%$37.7M$33.3M-$4.4M2026-10-23
Merit Financial Group, LLC
INCREASED700,150694,370+5,780+1%$35.1M$33.2M-$2.0M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED695,650474,158+221,492+47%$24.0M$32.9M+$9.0M2026-10-16
New York Life Investment Management LLC
DECREASED687,523858,958-171,435-20%$43.4M$32.6M-$10.9M2026-11-04
Bedel Financial Consulting, Inc.
DECREASED678,301703,574-25,273-4%$35.6M$32.1M-$3.5M2026-11-06
Waldron Private Wealth LLC
DECREASED656,416697,759-41,343-6%$35.3M$31.1M-$4.2M2026-11-02
Gleason Group, Inc.
DECREASED654,198681,861-27,663-4%$34.5M$31.0M-$3.5M2026-10-15
Boston Standard Wealth Management, LLC
NEW645,412—+645,412——$30.6M—2026-10-07
Brookstone Capital Management
INCREASED642,042633,143+8,899+1%$32.0M$30.4M-$1.6M2026-10-22
Salomon & Ludwin, LLC
INCREASED592,030578,375+13,655+2%$29.3M$28.0M-$1.2M2026-10-29
Luminvest Wealth Management LLC
INCREASED578,927551,562+27,365+5%$27.7M$27.4M-$313.3K2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED577,121555,444+21,677+4%$28.1M$27.3M-$761.9K2026-10-27
Crestwood Advisors Group, LLC
DECREASED567,432694,212-126,780-18%$35.1M$26.9M-$8.2M2026-10-27
BIP Wealth, LLC
DECREASED563,168704,661-141,493-20%$35.6M$26.7M-$9.0M2026-10-22
1900 Wealth Management LLC
INCREASED535,28085,066+450,214+529%$4.3M$25.4M+$21.0M2026-10-13
First Citizens Bank & Trust Co
INCREASED528,735526,057+2,678+1%$26.6M$25.0M-$1.6M2026-10-14
Apella Capital, LLC
INCREASED524,949504,194+20,755+4%$25.4M$24.7M-$717.4K2026-10-08
Forum Financial Management, LP
DECREASED517,2041,306,794-789,590-60%$66.1M$24.5M-$41.6M2026-10-16
Heartwood Wealth Advisors LLC
INCREASED517,180512,991+4,189+1%$25.9M$24.5M-$1.5M2026-10-05
Vise Technologies, Inc.
DECREASED509,156515,317-6,161-1%$26.1M$24.1M-$2.0M2026-10-29
Moller Wealth Partners
INCREASED497,997425,059+72,938+17%$21.5M$23.6M+$2.1M2026-10-15
CX Institutional
INCREASED492,818428,558+64,260+15%$21.7K$23.3K+$1.7K2026-10-02
First Horizon Corp
INCREASED482,386462,478+19,908+4%$23.4M$22.8M-$546.3K2026-10-26
Assetmark, Inc
DECREASED480,949488,279-7,330-1%$24.7M$22.8M-$1.9M2026-10-21
Cahaba Wealth Management, Inc.
INCREASED465,121435,897+29,224+7%$22.0M$22.0M-$19.5K2026-10-26
Atmos Advisory, LLC
INCREASED460,733447,264+13,469+3%$22.6M$21.8M-$802.3K2026-10-06
Linscomb Wealth, Inc.
INCREASED443,436211,582+231,854+110%$10.7M$21.0M+$10.3M2026-11-05
Legacy Edge Advisors, LLC
INCREASED442,100235,085+207,015+88%$11.9M$20.9M+$9.0M2026-11-06
Davidson Investment Advisors
INCREASED428,276411,742+16,534+4%$20.8M$20.3M-$542.8K2026-10-20
Altiora Financial Group, LLC
INCREASED418,565318,638+99,927+31%$16.1M$19.8M+$3.7M2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED415,790800,354-384,564-48%$40.5M$19.7M-$20.8M2026-10-08
Fifth Third Bancorp
INCREASED414,386380,104+34,282+9%$19.2M$19.6M+$399.7K2026-11-05
Deutsche Bank Ag\
INCREASED413,723398,785+14,938+4%$20.2M$19.6M-$576.6K2026-11-06
AlphaCore Capital LLC
DECREASED404,582464,971-60,389-13%$23.5M$19.2M-$4.4M2026-11-04
Crusonia Wealth Advisors LLC
INCREASED401,137125,835+275,302+219%$6.4M$19.0M+$12.6M2026-10-26
Stairway Partners, LLC
DECREASED400,223402,523-2,300-1%$20.4M$19.0M-$1.4M2026-10-02
Resonant Capital Advisors, LLC
DECREASED398,221595,998-197,777-33%$30.1M$18.9M-$11.3M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED393,904364,065+29,839+8%$18.4M$18.7K-$18.4M2026-11-02
Willis Johnson Wealth, Inc.
INCREASED391,97843,110+348,868+809%$2.2M$18.6M+$16.4M2026-11-03
Seneca Financial Advisors LLC
DECREASED383,805492,631-108,826-22%$24.9M$18.2M-$6.7M2026-10-28
Citigroup Inc
INCREASED380,903226,152+154,751+68%$11.4M$18.0M+$6.6M2026-11-04
Towneley Capital Management, Inc / de
DECREASED367,749372,164-4,415-1%$18.8M$17.4M-$1.4M2026-10-09
Brooklyn FI, LLC
INCREASED364,008325,018+38,990+12%$16.2M$17.8M+$1.6M2026-11-05
Riversedge Advisors, LLC
INCREASED357,963350,427+7,536+2%$17.7M$17.0M-$771.5K2026-10-09
Farther Finance Advisors, LLC
INCREASED355,489338,279+17,210+5%$17.1M$16.8M-$275.3K2026-10-08
PDS Planning, Inc
INCREASED345,220275,456+69,764+25%$13.9M$16.3M+$2.4M2026-11-03
Earned Wealth Advisors, LLC
INCREASED341,325303,646+37,679+12%$15.4M$16.2M+$806.7K2026-11-06
Evanson Financial, LLC
INCREASED337,518329,034+8,484+3%$16.6M$16.0M-$657.7K2026-10-23
Carnegie Investment Counsel
INCREASED336,172335,119+1,053+0%$17.0M$15.9M-$1.0M2026-10-20
Unison Advisors LLC
INCREASED330,547330,407+140+0%$16.7M$15.7M-$1.1M2026-10-29
Newton One Investments LLC
INCREASED317,404310,046+7,358+2%$15.7M$15.0M-$649.9K2026-10-14
Frisco Financial Planning LLC
INCREASED316,763305,744+11,019+4%$15.5M$15.0M-$462.7K2026-10-05
Foster Victor Wealth Advisors, LLC
DECREASED315,332325,726-10,394-3%$16.4M$15.1M-$1.2M2026-10-21
CoreCap Advisors, LLC
INCREASED308,484290,045+18,439+6%$14.7M$14.6M-$60.6K2026-10-08
Single Point Partners, LLC
DECREASED308,116329,001-20,885-6%$16.6M$14.6M-$2.0M2026-10-19
Florida Trust Wealth Management Co
INCREASED306,655301,850+4,805+2%$15.3M$14.5M-$744.4K2026-11-05
Clark Asset Management, LLC
DECREASED303,461316,350-12,889-4%$16.0M$14.4M-$1.6M2026-10-19
Keybank National Association
INCREASED299,004204,413+94,591+46%$10.3M$14.2M+$3.8M2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED296,253171,573+124,680+73%$8.7M$14.0M+$5.4M2026-10-13
Thrivent Financial for Lutherans
INCREASED292,030213,291+78,739+37%$10.8M$13.8K-$10.8M2026-11-05
Lido Advisors, LLC
DECREASED291,470294,870-3,400-1%$14.9M$13.8M-$1.1M2026-11-04
Aprio Wealth Management, LLC
DECREASED287,660287,867-2070%$14.6M$13.6M-$936.8K2026-10-28
21 West Wealth Management LLC
NEW286,903—+286,903——$13.6M—2026-10-13
Grove Bank & Trust
DECREASED285,370290,478-5,108-2%$14.7M$13.5M-$1.2M2026-10-08
Partners in Financial Planning
INCREASED282,766262,359+20,407+8%$13.3M$13.4M+$121.7K2026-11-06
Clearstead Advisors, LLC
INCREASED282,448278,331+4,117+1%$14.1M$13.4M-$701.2K2026-11-06
Slow Capital, Inc.
INCREASED280,43813,616+266,822+1960%$688.7K$13.3M+$12.6M2026-10-23
Graves Light Lenhart Wealth, Inc.
INCREASED277,993227,560+50,433+22%$11.5M$13.2M+$1.7M2026-10-09
Sagespring Wealth Partners, LLC
DECREASED276,263422,772-146,509-35%$21.4M$13.1M-$8.3M2026-10-22
Perigon Wealth Management, LLC
INCREASED268,831245,262+23,569+10%$12.4M$12.7M+$326.5K2026-10-22
Hanson & Doremus Investment Management
INCREASED261,567244,169+17,398+7%$12.4M$12.4K-$12.3M2026-10-16
Tenret Co LLC
NEW260,422—+260,422——$12.3M—2026-11-02
Regions Financial Corp
DECREASED258,168274,505-16,337-6%$13.9M$12.2M-$1.7M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED254,420258,219-3,799-1%$13.1M$12.0M-$1.0M2026-11-06
Glenview Trust Co
INCREASED248,488172,773+75,715+44%$8.7M$11.8M+$3.0M2026-10-28
Stonebridge Financial Group, LLC
DECREASED247,197292,859-45,662-16%$14.8M$11.7M-$3.1M2026-10-01
Valmark Advisers, Inc.
INCREASED246,291224,731+21,560+10%$11.4M$11.7M+$297.5K2026-11-06
25 LLC
INCREASED243,331183,538+59,793+33%$9.3M$11.5M+$2.2M2026-10-13
AMI Investment Management Inc
INCREASED242,518190,176+52,342+28%$9.6M$11.5M+$1.9M2026-10-27
Level Wealth Management LLC
DECREASED242,258306,836-64,578-21%$15.5M$11.5M-$4.0M2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED238,158234,855+3,303+1%$11.9M$11.3M-$599.8K2026-11-03
TCI Wealth Advisors, Inc.
INCREASED233,16458,752+174,412+297%$3.0M$11.0M+$8.1M2026-10-30
Ashton Thomas Securities, LLC
INCREASED232,123223,378+8,745+4%$11.3M$11.0M-$305.1K2026-10-26
Simon Quick Advisors, LLC
INCREASED228,327120,957+107,370+89%$6.1M$10.8M+$4.7M2026-10-26
Avantax Planning Partners, Inc.
INCREASED228,05596,001+132,054+138%$4.9M$10.8M+$5.9M2026-11-03
PFG Advisors
INCREASED224,588217,730+6,858+3%$11.0M$10.6M-$376.3K2026-10-16
Stewardship Advisors, LLC
INCREASED220,657211,823+8,834+4%$10.7M$10.5M-$263.7K2026-10-20
Joel Adams & Associates, Inc.
INCREASED217,143211,201+5,942+3%$10.7M$10.3M-$398.7K2026-11-02
Capstone Capital LLC
INCREASED215,948200,660+15,288+8%$10.1M$10.2M+$77.9K2026-10-14
Cullen T Bankers, Inc.
DECREASED214,562219,418-4,856-2%$11.1M$10.2M-$936.5K2026-10-28
Roth Financial Partners LLC
DECREASED214,080239,104-25,024-10%$12.1M$10.1M-$2.0M2026-10-06
Physician Wealth Solutions Inc.
DECREASED213,821231,559-17,738-8%$11.7M$10.1M-$1.6M2026-10-14
Royal Harbor Partners, LLC
INCREASED207,855199,885+7,970+4%$10.1M$9.8M-$266.2K2026-10-29
Verus Financial Partners, Inc.
INCREASED200,940184,834+16,106+9%$9.3M$9.5M+$167.6K2026-10-29
San Luis Wealth Advisors LLC
DECREASED195,434196,900-1,466-1%$10.0M$9.3M-$703.5K2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED195,360211,518-16,158-8%$10.7M$9.3M-$1.4M2026-10-13
One Advisory Partners, LLC
INCREASED192,622142,218+50,404+35%$7.2M$9.1M+$1.9M2026-10-22
Liberty Capital Management, Inc.
INCREASED192,40084,993+107,407+126%$4.3M$9.1M+$4.8M2026-11-02
TruNorth Capital Management, LLC
NEW190,372—+190,372——$9.0M—2026-10-14
Silver Oak Advisory Group, Inc.
DECREASED189,022202,568-13,546-7%$10.2M$9.0M-$1.3M2026-11-06
Joseph Group Capital Management
NEW187,592—+187,592——$8.9M—2026-11-04
Beacon Wealthcare LLC
INCREASED186,761180,362+6,399+4%$9.1M$8.8M-$277.7K2026-10-02
Daymark Wealth Partners, LLC
INCREASED185,58595,064+90,521+95%$4.8M$8.8M+$4.0M2026-11-04
Washington Trust Advisors, Inc.
INCREASED185,124180,974+4,150+2%$9.2M$8.8M-$386.2K2026-10-22
Mustard Seed Financial, LLC
INCREASED180,049166,976+13,073+8%$8.4M$8.5M+$81.5K2026-10-30
Brandywine OAK Private Wealth LLC
DECREASED179,091181,386-2,295-1%$9.2M$8.5M-$692.7K2026-10-23
Collective Family Office LLC
INCREASED178,37053,297+125,073+235%$2.7M$8.4M+$5.8M2026-10-05
Anderson Hoagland & Co
INCREASED178,099173,207+4,892+3%$8.8M$8.6M-$139.0K2026-10-23
Park Avenue Securities LLC
INCREASED172,062154,498+17,564+11%$7.8M$8.1K-$7.8M2026-10-26
Genesis Private Wealth, LLC
INCREASED171,412169,793+1,619+1%$8.6M$8.1M-$470.1K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED170,74378,356+92,387+118%$4.0M$8.1M+$4.1M2026-10-21
Firestone Capital Management
DECREASED169,224197,616-28,392-14%$10.0M$8.0M-$2.0M2026-11-03
Northern Lights Advisors, Inc.
INCREASED168,145166,939+1,206+1%$8.4M$8.0M-$480.4K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED168,01726,924+141,093+524%$1.4M$8.0M+$6.6M2026-10-21
Cooper S Advisors, LLC
INCREASED166,716147,219+19,497+13%$7.4M$7.9M+$449.4K2026-11-03
Compound Planning, Inc.
DECREASED166,637354,852-188,215-53%$17.9M$7.9M-$10.1M2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED163,744151,745+11,999+8%$7.7M$7.8M+$79.7K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED163,721152,144+11,577+8%$7.7M$7.8M+$58.4K2026-10-09
Soltis Investment Advisors LLC
INCREASED163,448161,978+1,470+1%$8.2M$7.7M-$452.0K2026-10-28
Vannoy Advisory Group, Inc.
INCREASED163,369119,464+43,905+37%$6.0M$7.7M+$1.7M2026-10-13
Hurlow Wealth Management Group, Inc.
INCREASED158,095154,381+3,714+2%$7.8M$7.5M-$321.3K2026-10-29
Moody National Bank Trust Division
INCREASED157,974151,469+6,505+4%$7.7M$7.5M-$179.7K2026-10-06
Veratis Advisors, Inc.
DECREASED156,712164,316-7,604-5%$8.3M$7.4M-$889.2K2026-11-03
RTD Financial Advisors, Inc.
DECREASED155,857175,271-19,414-11%$8.9M$7.4M-$1.5M2026-10-09
Master's Wealth Management Inc.
INCREASED154,813130,277+24,536+19%$6.6M$7.3M+$742.6K2026-10-22
Eagle Rock Investment Company, LLC
INCREASED153,896136,038+17,858+13%$6.9M$7.3M+$407.7K2026-10-21
Strategic Blueprint, LLC
INCREASED153,306143,926+9,380+7%$7.3M$7.3M-$19.2K2026-10-22
Websterrogers Financial Advisors, LLC
DECREASED153,176167,385-14,209-8%$8.5M$7.3M-$1.2M2026-11-02
Ironwood Wealth Management, Llc.
INCREASED151,776126,647+25,129+20%$6.4M$7.2M+$782.3K2026-10-28
MGO One Seven LLC
INCREASED150,630139,921+10,709+8%$7.1M$7.1M+$56.6K2026-10-28
Trinity Financial Advisors LLC
INCREASED143,456134,744+8,712+6%$6.8M$6.8M-$21.2K2026-10-09
Chesley Taft & Associates LLC
DECREASED143,189152,550-9,361-6%$7.7M$6.8M-$934.5K2026-10-13
Vested Financial Planning, LLC
DECREASED142,060168,500-26,440-16%$8.5M$6.7M-$1.8M2026-10-28
Diversify Wealth Management, LLC
INCREASED142,029104,634+37,395+36%$5.2M$6.8M+$1.6M2026-10-20
Diversify Advisory Services, LLC
INCREASED142,029104,634+37,395+36%$5.2M$6.8M+$1.6M2026-10-20
Schneider Downs Wealth Management Advisors, LP
DECREASED134,024141,089-7,065-5%$7.1M$6.3M-$788.9K2026-10-27
Patriot Investment Management Group, Inc.
INCREASED130,203117,960+12,243+10%$6.0M$6.2M+$200.0K2026-10-15
Buttonwood Financial Group, LLC
NEW128,160—+128,160——$6.1M—2026-10-16
IFP Advisors, Inc
INCREASED124,180124,042+138+0%$6.3M$5.9M-$392.9K2026-10-16
Rainey & Randall Wealth Advisors Inc.
INCREASED124,00584,934+39,071+46%$4.3M$5.9M+$1.6M2026-10-26
Detalus Advisors, LLC
INCREASED123,88056,575+67,305+119%$2.9M$5.9M+$3.0M2026-10-15
Kings Path Partners LLC
DECREASED123,163123,291-1280%$6.2M$5.8M-$403.1K2026-10-21
Visionary Wealth Advisors
DECREASED122,000137,183-15,183-11%$6.9M$5.8M-$1.2M2026-11-04
Brown Wealth Management, LLC
INCREASED118,812112,295+6,517+6%$5.7M$5.6M-$53.0K2026-10-20
Diversified Portfolios, Inc.
DECREASED114,645234,692-120,047-51%$11.9M$5.4M-$6.4M2026-11-04
Stage Harbor Financial, LLC
DECREASED112,965112,971-60%$5.7M$5.4M-$364.1K2026-11-03
American Financial & TAX Strategies Inc
DECREASED111,715113,421-1,706-1%$5.7M$5.3M-$446.0K2026-10-16
First Affirmative Financial Network
NEW111,335—+111,335——$5.3M—2026-10-21
Xena Financial Planning, LLC
DECREASED110,711138,926-28,215-20%$7.0M$5.2M-$1.8M2026-10-13
Element Pointe Advisors, LLC
INCREASED110,08699,015+11,071+11%$5.0M$5.2M+$205.5K2026-10-21
Mariner Investment Group LLC
NEW110,000—+110,000——$5.2M—2026-11-04
Amicus Financial Advisors, LLC
INCREASED109,83486,024+23,810+28%$4.4M$5.2M+$850.6K2026-11-03
King Luther Capital Management Corp
INCREASED109,59398,805+10,788+11%$5.0M$5.2M+$192.8K2026-11-05
Retirement Investment Advisors, Inc.
INCREASED109,202106,540+2,662+3%$5.4M$5.2M-$184.0K2026-10-22
K2 Financial Inc.
DECREASED109,025112,602-3,577-3%$5.7M$5.2M-$525.3K2026-10-26
NewCorp Financial Services, Inc.
INCREASED107,813105,194+2,619+2%$5.3M$5.1M-$214.7K2026-10-14
Rochester Wealth Strategies, LLC
DECREASED107,597134,969-27,372-20%$6.8M$5.1M-$1.7M2026-11-03
Diversified Enterprises, LLC
INCREASED106,68393,640+13,043+14%$4.7M$5.1M+$316.2K2026-10-19
Plancorp, LLC
INCREASED106,65587,573+19,082+22%$4.4M$5.2M+$811.0K2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED104,869107,676-2,807-3%$5.4M$5.0M-$479.7K2026-10-29
Dickmeyer Boyce Financial Management, Inc.
DECREASED104,240121,565-17,325-14%$6.1M$4.9M-$1.2M2026-10-08
Tortoise Investment Management, LLC
INCREASED103,68065,548+38,132+58%$3.3M$4.9M+$1.6M2026-11-06
Envision Financial LLC
DECREASED103,529104,618-1,089-1%$5.3M$4.9M-$388.4K2026-10-15
Mason & Associates, LLC
INCREASED102,73285,539+17,193+20%$4.3M$4.9M+$538.8K2026-10-26
Motive Wealth Advisors
INCREASED102,71266,228+36,484+55%$3.3M$4.9M+$1.5M2026-10-26
Certior Financial Group, LLC
DECREASED102,433103,998-1,565-1%$5.3M$4.9M-$409.0K2026-10-19
Shade Tree Advisors LLC
INCREASED100,80398,980+1,823+2%$5.0M$4.8M-$232.3K2026-10-22
Legacy Wealth Partners, LLC
DECREASED100,586106,500-5,914-6%$5.4M$4.8M-$623.0K2026-10-15
HB Wealth Management, LLC
INCREASED99,95748,611+51,346+106%$2.5M$4.7M+$2.3M2026-10-23
Univest Financial Corp
INCREASED99,80275,502+24,300+32%$3.8M$4.7M+$907.7K2026-11-05
Choreo, LLC
INCREASED97,82323,465+74,358+317%$1.2M$4.6M+$3.4M2026-10-28
Integrated Advisors Network LLC
DECREASED97,040105,094-8,054-8%$5.3M$4.6M-$719.8K2026-10-20
Mission Wealth Management, LP
INCREASED96,96726,643+70,324+264%$1.3M$4.6M+$3.2M2026-10-15
High Probability Advisors, LLC
INCREASED96,75195,878+873+1%$4.8M$4.6M-$267.4K2026-10-19
Lpwm LLC
INCREASED96,62275,350+21,272+28%$3.8M$4.6M+$764.8K2026-10-20
Watershed Private Wealth LLC
INCREASED96,48485,950+10,534+12%$4.3M$4.6M+$222.1K2026-10-30
Westover Capital Advisors, LLC
NEW96,050—+96,050——$4.5M—2026-10-26
Verus Wealth Management, LLC
DECREASED96,035102,980-6,945-7%$5.2M$4.5M-$660.5K2026-10-13
Elmwood Wealth Management, Inc.
INCREASED95,75368,832+26,921+39%$3.5M$4.5M+$1.1M2026-10-14
RFG Advisory, LLC
INCREASED94,81176,360+18,451+24%$3.9M$4.5M+$628.0K2026-11-03
Keystone Global Partners, LLC
INCREASED94,39691,386+3,010+3%$4.6M$4.5M-$151.7K2026-10-13
Capital Asset Advisory Services LLC
DECREASED94,231107,003-12,772-12%$5.4M$4.6M-$850.5K2026-10-30
TBH Global Asset Management, LLC
DECREASED93,68796,064-2,377-2%$4.9M$4.4M-$421.9K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED91,480104,321-12,841-12%$5.3M$4.3M-$944.1K2026-11-04
Cornerstone Advisors Asset Management, LLC
INCREASED91,38990,600+789+1%$4.6M$4.3M-$254.4K2026-11-06
Vicus Capital
INCREASED91,05588,682+2,373+3%$4.5M$4.3M-$173.2K2026-11-05
Spire Wealth Management
DECREASED90,80393,768-2,965-3%$4.7M$4.3M-$442.4K2026-10-30
McAdam, LLC
DECREASED90,63598,971-8,336-8%$5.0M$4.3M-$713.4K2026-10-21
SigFig Wealth Management, LLC
INCREASED90,35680,055+10,301+13%$4.1M$4.3M+$225.3K2026-10-07
Olio Financial Planning
INCREASED89,28785,515+3,772+4%$4.3M$4.2M-$96.7K2026-10-22
First Heartland Consultants, Inc.
INCREASED89,24477,904+11,340+15%$3.9M$4.2M+$286.2K2026-10-08
Baker Avenue Asset Management, LP
DECREASED89,01194,172-5,161-5%$4.8M$4.2M-$547.7K2026-11-06
Elser Financial Planning, Inc
DECREASED88,639106,255-17,616-17%$5.4M$4.2M-$1.2M2026-10-16
Csenge Advisory Group
INCREASED87,73369,035+18,698+27%$3.5M$4.2M+$663.3K2026-11-04
Grey Fox Wealth Advisors, LLC
INCREASED87,61044,196+43,414+98%$2.2M$4.1M+$1.9M2026-11-03
Insight Wealth Strategies, LLC
INCREASED86,91384,138+2,775+3%$4.2M$4.1M-$130.2K2026-10-09
L.K. Benson & Company, P.C.
INCREASED86,79181,043+5,748+7%$4.1M$4.1M+$11.3K2026-10-23
Cherry Tree Wealth Management, LLC
DECREASED86,424153,195-66,771-44%$7.7M$4.1M-$3.7M2026-10-15
Davenport & Co LLC
DECREASED86,042108,772-22,730-21%$5.5M$4.1M-$1.4M2026-10-14
Jnba Financial Advisors
DECREASED85,30892,273-6,965-8%$4.7M$4.0M-$627.0K2026-11-03
Sellwood Investment Partners LLC
INCREASED85,00671,720+13,286+19%$3.6M$4.0M+$398.3K2026-11-03
Pinnacle Associates LTD
DECREASED84,74194,609-9,868-10%$4.8M$4.0M-$772.0K2026-10-20
Flagship Wealth Advisors, LLC
INCREASED84,68283,958+724+1%$4.2M$4.0M-$236.1K2026-11-03
Sage Mountain Advisors LLC
DECREASED83,979133,358-49,379-37%$6.7M$4.0M-$2.8M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED83,29492,617-9,323-10%$4.7M$3.9M-$739.8K2026-10-23
Sterling Financial Planning, Inc.
INCREASED83,21378,977+4,236+5%$4.0M$3.9M-$53.7K2026-10-28
Bear Mountain Capital, Inc.
DECREASED82,40392,578-10,175-11%$4.7M$4.0M-$700.4K2026-11-04
Allodium Investment Consultants, LLC
DECREASED82,37683,684-1,308-2%$4.2M$3.9M-$331.4K2026-10-14
Goodman Advisory Group, LLC
DECREASED81,744119,766-38,022-32%$6.1M$3.9M-$2.2M2026-11-02
Steph & Co
INCREASED81,72659,993+21,733+36%$3.0M$3.9M+$836.1K2026-10-07
Morton Brown Family Wealth, LLC
INCREASED81,6968,397+73,299+873%$424.7K$3.9M+$3.4M2026-10-23
Parallel Advisors, LLC
INCREASED81,21310,581+70,632+668%$535.2K$3.8M+$3.3M2026-11-03
Unique Wealth, LLC
DECREASED80,603157,897-77,294-49%$8.0M$3.8M-$4.2M2026-10-16
Encompass Wealth Advisors, LLC
INCREASED80,44024,820+55,620+224%$1.3M$3.8M+$2.6M2026-10-15
Meridian Wealth Management, LLC
DECREASED79,80086,067-6,267-7%$4.4M$3.8M-$574.0K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED79,66299,806-20,144-20%$5.0M$3.8M-$1.3M2026-11-04
Brewster Financial Planning LLC
INCREASED77,08971,104+5,985+8%$3.6M$3.7M+$54.5K2026-10-13
Financial Planning Navigators Corp
DECREASED76,636130,562-53,926-41%$6.6M$3.6M-$3.0M2026-10-14
Midwest Trust Co
INCREASED76,50745,290+31,217+69%$2.3M$3.6M+$1.3M2026-10-22
Financial Guidance Group, Inc.
DECREASED76,45479,504-3,050-4%$4.0M$3.6M-$400.4K2026-10-21
Valeo Financial Advisors, LLC
INCREASED76,44471,798+4,646+6%$3.6M$3.6M-$11.1K2026-10-08
Ascent Group, LLC
DECREASED75,590114,787-39,197-34%$5.8M$3.6M-$2.2M2026-10-30
Financial Life Advisors
DECREASED75,47278,989-3,517-4%$4.0M$3.6M-$420.9K2026-10-14
Apollon Wealth Management, LLC
INCREASED72,93550,137+22,798+45%$2.5M$3.5M+$918.3K2026-10-23
UMB Bank, n.a.
INCREASED72,40163,432+8,969+14%$3.2M$3.4M+$220.5K2026-11-06
Smith & Howard Wealth Management, LLC
NEW71,103—+71,103——$3.4M—2026-10-27
Schmidt P J Investment Management Inc
INCREASED70,35069,201+1,149+2%$3.5M$3.3M-$168.4K2026-11-02
William Mack & Associates, Inc.
DECREASED69,63870,242-604-1%$3.6M$3.3M-$254.8K2026-10-27
Presilium Private Wealth, LLC
INCREASED69,34428,767+40,577+141%$1.5M$3.3M+$1.8M2026-10-26
Bernardo Wealth Planning LLC
INCREASED68,73028,320+40,410+143%$1.4M$3.3M+$1.8M2026-10-23
1834 Investment Advisors Co
INCREASED68,41362,527+5,886+9%$3.2M$3.2M+$77.4K2026-10-16
Equita Financial Network, Inc.
DECREASED67,09093,861-26,771-29%$4.7M$3.2M-$1.6M2026-10-19
Fulton Bank, N.A.
DECREASED66,73071,243-4,513-6%$3.6M$3.2M-$443.1K2026-10-14
Wheelhouse Advisory Group LLC
INCREASED66,26648,395+17,871+37%$2.4M$3.1M+$690.5K2026-10-20
Creative Financial Designs Inc
DECREASED66,14472,940-6,796-9%$3.7M$3.1M-$556.8K2026-11-04
Ascentis Independent Advisors
NEW65,915—+65,915——$3.1M—2026-11-03
Capital Investment Services of America, Inc.
DECREASED65,77570,525-4,750-7%$3.6M$3.1M-$452.1K2026-11-02
Fisher Asset Management, LLC
INCREASED65,20458,856+6,348+11%$3.0M$3.1M+$111.1K2026-11-06
Newman Dignan & Sheerar, Inc.
INCREASED65,13659,115+6,021+10%$3.0M$3.1M+$94.8K2026-10-21
MB, Levis & Associates, LLC
INCREASED64,53064,314+216+0%$3.3M$3.1M-$196.8K2026-10-16
Eclectic Associates Inc
INCREASED63,89550,139+13,756+27%$2.5M$3.0M+$490.0K2026-10-09
Rede Wealth, LLC
INCREASED63,79563,573+222+0%$3.2M$3.0M-$194.2K2026-10-22
Paragon Capital Management Ltd
INCREASED63,74351,762+11,981+23%$2.6M$3.0M+$400.7K2026-10-09
Chatham Capital Group, Inc.
INCREASED63,06453,065+9,999+19%$2.7M$3.0M+$302.7K2026-10-16
Aspire Private Capital, LLC
DECREASED62,18570,092-7,907-11%$3.5M$2.9M-$600.2K2026-11-05
ForthRight Wealth Management, LLC
DECREASED62,108146,259-84,151-58%$7.4M$2.9M-$4.5M2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED61,87659,616+2,260+4%$3.0M$2.9M-$84.9K2026-10-16
McNaughton Wealth Management, LLC
DECREASED61,69667,836-6,140-9%$3.4M$2.9M-$509.2K2026-10-09
CWS Financial Advisors, LLC
INCREASED60,41831,968+28,450+89%$1.6M$2.9M+$1.2M2026-10-16
Acima Private Wealth, LLC
INCREASED60,06854,499+5,569+10%$2.8M$2.8M+$88.3K2026-10-05
Mattern Capital Management, LLC
INCREASED59,95259,478+474+1%$3.0M$2.8M-$169.1K2026-11-02
Sonata Capital Group Inc
DECREASED59,83060,180-350-1%$3.0M$2.8M-$210.4K2026-10-19
Cornerstone Wealth Management, LLC
DECREASED59,80665,977-6,171-9%$3.3M$2.8M-$504.7K2026-11-04
Rainier Family Wealth Inc
INCREASED59,72854,688+5,040+9%$2.8M$2.8M+$62.6K2026-11-02
Catalyst Financial Partners LLC
UNCHANGED59,48559,48500%$3.0M$2.8M-$191.5K2026-11-06
Timonier Family Office, Ltd.
DECREASED59,46259,505-430%$3.0M$2.8M-$193.6K2026-11-03
Atria Investments, Inc
INCREASED59,21256,877+2,335+4%$2.9M$2.8M-$72.5K2026-10-15
Skyline Advisors, Inc.
NEW59,109—+59,109——$2.8M—2026-11-03
United Advisor Group, LLC
DECREASED58,98573,355-14,370-20%$3.7M$2.8M-$916.8K2026-11-03
Advisory Solutions Group, LLC
NEW58,885—+58,885——$2.8M—2026-10-14
Laurel Wealth Advisors LLC
INCREASED58,61953,058+5,561+10%$2.7M$2.8M+$92.5K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED58,40754,235+4,172+8%$2.7M$2.8M+$22.9K2026-11-05
Kuhn & Co Investment Counsel
INCREASED58,28456,614+1,670+3%$2.9M$2.8M-$103.2K2026-10-29
Asset Allocation Strategies LLC
INCREASED58,18538,251+19,934+52%$1.9M$2.8M+$820.9K2026-10-20
LiftPoint Family Wealth Advisors LLC
NEW58,039—+58,039——$2.7M—2026-11-03
Moneywise, Inc.
INCREASED57,43857,003+435+1%$2.9M$2.7M-$163.0K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED57,32152,025+5,296+10%$2.6M$2.7M+$83.3K2026-10-13
Oasis Advisors, LLC
NEW57,307—+57,307——$2.7M—2026-10-16
Steele Capital Management, Inc.
INCREASED56,78156,266+515+1%$2.8M$2.7M-$156.8K2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED56,30460,035-3,731-6%$3.0M$2.7M-$370.0K2026-10-08
VestGen Advisors, LLC
INCREASED56,26956,075+194+0%$2.8M$2.7M-$171.4K2026-10-27
Claro Advisors Inc.
INCREASED55,95554,625+1,330+2%$2.8M$2.7M-$112.9K2026-11-02
TD Private Client Wealth LLC
DECREASED55,925178,378-122,453-69%$9.0M$2.6M-$6.4M2026-10-28
Bailard, Inc.
DECREASED55,67674,331-18,655-25%$3.8M$2.6M-$1.1M2026-10-13
RCS Financial Planning, LLC
DECREASED54,68594,979-40,294-42%$4.8M$2.6M-$2.2M2026-10-14
Great Waters Wealth Management
DECREASED54,48656,704-2,218-4%$2.9M$2.6M-$287.6K2026-10-07
Heritage Family Offices, LLP
INCREASED54,32530,427+23,898+79%$1.5M$2.6M+$1.0M2026-11-02
Peak Wealth Management LLC
INCREASED54,20715,182+39,025+257%$767.9K$2.6M+$1.8M2026-10-26
Private Client Services, LLC
INCREASED54,08147,755+6,326+13%$2.4M$2.6M+$145.8K2026-10-02
Culbertson A N & Co Inc
INCREASED53,65050,570+3,080+6%$2.6M$2.5M-$17.0K2026-10-21
HUB Investment Partners, LLC
INCREASED53,09235,378+17,714+50%$1.8M$2.5M+$725.0K2026-11-03
TPG Advisors LLC
INCREASED53,02252,451+571+1%$2.7M$2.5M-$141.8K2026-10-16
Blue Trust, Inc.
INCREASED52,8401,366+51,474+3768%$69.1K$2.5M+$2.4M2026-10-15
Precedent Wealth Partners, LLC
INCREASED52,66649,593+3,073+6%$2.5M$2.5M-$14.1K2026-10-21
Naples Global Advisors, LLC
INCREASED52,62951,674+955+2%$2.6M$2.5M-$121.2K2026-11-05
ACT Wealth Management, LLC
INCREASED51,78650,090+1,696+3%$2.5M$2.5M-$81.0K2026-10-09
Mann Financial Group, Inc.
NEW51,590—+51,590——$2.4M—2026-10-15
Chicago Partners Investment Group LLC
INCREASED51,14649,290+1,856+4%$2.4M$2.5M+$40.8K2026-10-27
Sincerus Advisory, LLC
DECREASED50,47463,210-12,736-20%$3.2M$2.4M-$806.7K2026-10-09
TSG Advice Partners, LLC
NEW50,316—+50,316——$2.5M—2026-10-29
Archer Investment Management, LLC
INCREASED50,05343,486+6,567+15%$2.2M$2.4M+$171.0K2026-10-13
Surience Private Wealth LLC
INCREASED50,02237,690+12,332+33%$1.9M$2.4M+$462.7K2026-10-16
Mullooly Asset Management, Inc.
INCREASED48,39247,259+1,133+2%$2.4M$2.3M-$98.6K2026-10-30
Enclave Advisors LLC
INCREASED48,09547,215+880+2%$2.4M$2.3M-$110.3K2026-10-14
Fiduciary Financial Group, LLC
INCREASED48,04920,371+27,678+136%$1.0M$2.3M+$1.2M2026-10-13
SAX Wealth Advisors, LLC
DECREASED48,03255,808-7,776-14%$2.8M$2.3M-$509.5K2026-10-13
Blume Capital Management, Inc.
DECREASED47,70064,600-16,900-26%$3.3M$2.3M-$1.0M2026-10-26
Stone Loft Wealth Management LLC
INCREASED47,41446,889+525+1%$2.4M$2.2M-$108.8K2026-11-03
Rockwood Wealth Management, LLC
DECREASED47,24051,601-4,361-8%$2.6M$2.2M-$372.7K2026-10-27
DeLarme Wealth Management, Inc.
INCREASED46,97644,339+2,637+6%$2.2M$2.2M-$17.9K2026-10-30
Wedbush Securities Inc
DECREASED46,68552,447-5,762-11%$2.7M$2.2K-$2.7M2026-10-22
Golden Bell Financial Planning LLC
INCREASED46,34345,386+957+2%$2.3M$2.2M-$100.8K2026-11-02
Axxcess Wealth Management, LLC
DECREASED46,235158,395-112,160-71%$8.0M$2.2M-$5.8M2026-10-21
Burney Co/
DECREASED45,44776,984-31,537-41%$3.9M$2.2M-$1.7M2026-10-15
Wrenne Financial Planning LLC
DECREASED45,34981,536-36,187-44%$4.1M$2.1M-$2.0M2026-10-30
Compass Planning Associates Inc
INCREASED45,12129,364+15,757+54%$1.5M$2.1M+$651.7K2026-10-13
Rare Wolf Capital LLC
INCREASED45,11130,607+14,504+47%$1.5M$2.1M+$588.4K2026-10-20
Jefferies Financial Group Inc.
DECREASED45,000109,000-64,000-59%$5.5M$2.1M-$3.4M2026-11-05
Gutierrez Wealth Advisory, LLC
DECREASED44,614155,527-110,913-71%$7.9M$2.1M-$5.8M2026-11-02
High Net Worth Advisory Group LLC
DECREASED43,55255,210-11,658-21%$2.8M$2.1M-$729.9K2026-10-26
SteelPeak Wealth, LLC
DECREASED43,48845,081-1,593-4%$2.3M$2.1M-$220.6K2026-10-16
Armstrong Advisory Group, Inc
INCREASED43,37638,128+5,248+14%$1.9M$2.1M+$125.8K2026-10-09
S.A. Mason LLC
UNCHANGED43,10043,10000%$2.2M$2.0M-$138.8K2026-10-13
Leeward Financial Partners, LLC
DECREASED42,63243,593-961-2%$2.2M$2.0M-$185.9K2026-10-23
Manuka Financial, LLC
UNCHANGED42,29942,29900%$2.1M$2.0M-$136.2K2026-10-16
Compass Financial Group, Inc
INCREASED42,25139,113+3,138+8%$2.0M$2.0M+$22.7K2026-10-13
WBH Advisory Inc
INCREASED42,13823,144+18,994+82%$1.2M$2.0M+$825.0K2026-11-05
Heck Capital Advisors, LLC
NEW42,100—+42,100——$2.0M—2026-10-14
Advus Financial Partners, LLC
INCREASED41,76228,889+12,873+45%$1.5M$2.0M+$516.6K2026-10-20
Allen Capital Group, LLC
INCREASED41,14039,316+1,824+5%$2.0M$1.9M-$40.2K2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED40,90840,90800%$2.1M$1.9M-$131.7K2026-11-02
Independent Financial Group, LLC
INCREASED40,62635,097+5,529+16%$1.8M$1.9M+$148.8K2026-10-13
Twele Capital Management, Inc.
INCREASED40,30725,629+14,678+57%$1.3M$1.9M+$612.6K2026-10-13
May Hill Capital, LLC
DECREASED39,99048,272-8,282-17%$2.4M$1.9M-$547.7K2026-11-03
CGN Advisors LLC
DECREASED39,79946,300-6,501-14%$2.3M$1.9M-$457.0K2026-10-21
Breakwater Investment Management
INCREASED39,46729,214+10,253+35%$1.5M$1.9M+$391.5K2026-10-20
Kane Co Wealth Management, Inc.
INCREASED39,3507,500+31,850+425%$379.4K$1.9M+$1.5M2026-11-04
Cranbrook Wealth Management, LLC
INCREASED39,33927,098+12,241+45%$1.4M$1.9M+$492.5K2026-10-28
Brighton Jones LLC
INCREASED38,88336,500+2,383+7%$1.8M$1.8M-$4.7K2026-11-03
Align Financial, LLC
INCREASED38,74638,200+546+1%$1.9M$1.8M-$97.1K2026-10-16
Gray Private Wealth, LLC
NEW38,707—+38,707——$1.8M—2026-10-28
LJI Wealth Management, LLC
INCREASED38,54430,004+8,540+28%$1.5M$1.8M+$307.8K2026-10-28
Mill Capital Management, LLC
DECREASED38,37138,477-1060%$1.9M$1.8M-$128.9K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED37,73739,902-2,165-5%$2.0M$1.8M-$231.0K2026-11-05
Black Diamond Financial, LLC
UNCHANGED37,43737,43700%$1.9M$1.8M-$120.5K2026-10-26
Sound Portfolio Advisors, LLC
INCREASED37,36333,144+4,219+13%$1.7M$1.8M+$93.1K2026-11-05
Joel Isaacson & Co., LLC
DECREASED37,30866,388-29,080-44%$3.4M$1.8M-$1.6M2026-11-05
Sepio Capital, LP
INCREASED37,09432,488+4,606+14%$1.6M$1.8M+$113.6K2026-10-22
Perryman Financial Advisory Inc
INCREASED36,86036,550+310+1%$1.8M$1.7M-$103.0K2026-10-16
Life Planning Partners, Inc
INCREASED36,68822,291+14,397+65%$1.1M$1.7M+$610.1K2026-10-28
GEN Financial Management, Inc.
INCREASED36,46531,765+4,700+15%$1.6M$1.7M+$120.3K2026-10-13
Financial Architects, LLC
DECREASED36,08039,715-3,635-9%$2.0M$1.7M-$300.0K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED36,0116,421+29,590+461%$324.8K$1.7M+$1.4M2026-10-30
TSA Wealth Managment LLC
INCREASED35,23832,489+2,749+8%$1.6M$1.7M+$25.6K2026-10-22
Tenet Wealth Partners, LLC
INCREASED35,00334,745+258+1%$1.7M$1.7M-$68.7K2026-10-19
Evansbrook LLC
UNCHANGED34,96034,96000%$1.8M$1.7M-$112.6K2026-10-16
Private Trust Co NA
DECREASED34,80135,914-1,113-3%$1.8M$1.6M-$168.4K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED34,74256,241-21,499-38%$2.8M$1.6M-$1.2M2026-10-20
Legacy Advisors, LLC
INCREASED34,50226,741+7,761+29%$1.4M$1.6M+$281.5K2026-10-19
Cannon Financial Strategists, Inc.
DECREASED34,49062,715-28,225-45%$3.2M$1.6M-$1.5M2026-10-19
Highline Wealth Partners LLC
DECREASED34,45134,812-361-1%$1.8M$1.6M-$129.2K2026-10-19
Polaris Investment Advisors, LLC
INCREASED34,43113,705+20,726+151%$693.2K$1.6M+$937.5K2026-10-20
Scott Capital Advisors, LLC
INCREASED34,34325,459+8,884+35%$1.3M$1.6M+$328.5K2026-10-13
Knuff & Co LLC
DECREASED34,26042,050-7,790-19%$2.1M$1.6M-$504.3K2026-11-06
Berman McAleer LLC
INCREASED34,20613,321+20,885+157%$673.8K$1.6M+$946.2K2026-10-16
Balance Wealth Partners LLC
INCREASED34,10711,313+22,794+201%$572.2K$1.6M+$1.0M2026-10-27
Bluestem Financial Advisors, LLC
UNCHANGED34,08634,08600%$1.7M$1.6M-$109.8K2026-10-20
Firethorn Wealth Partners, LLC
INCREASED34,05620,949+13,107+63%$1.1M$1.6M+$553.3K2026-10-14
Coastline Trust Co
INCREASED33,93333,904+29+0%$1.7M$1.6M-$107.8K2026-10-01
Carolina Wealth Management Inc
INCREASED33,88133,876+5+0%$1.7M$1.6M-$108.9K2026-10-29
Oppenheimer & Co Inc
INCREASED33,76628,521+5,245+18%$1.4M$1.6M+$156.6K2026-10-26
M Holdings Securities, Inc.
NEW33,589—+33,589——$1.6K—2026-11-03
Agate Pass Investment Management, LLC
DECREASED33,49233,989-497-1%$1.7M$1.6M-$133.0K2026-10-20
Silverlake Wealth Management LLC
DECREASED33,31136,856-3,545-10%$1.9M$1.6M-$286.6K2026-10-21
McGlone Suttner Wealth Management, Inc.
INCREASED33,26333,115+148+0%$1.7M$1.6M-$99.6K2026-10-13
Cyr Financial Inc.
INCREASED32,80830,273+2,535+8%$1.5M$1.6M+$22.6K2026-10-16
Catalyst Private Wealth, LLC
INCREASED32,7547,895+24,859+315%$399.3K$1.6M+$1.2M2026-10-13
Phillips Financial Management, LLC
INCREASED32,73931,280+1,459+5%$1.6M$1.6M-$31.6K2026-10-19
TFB Advisors LLC
NEW32,700—+32,700——$1.5M—2026-11-02
Greenspring Advisors, LLC
INCREASED32,55231,971+581+2%$1.6M$1.5M-$75.4K2026-11-05
Everhart Financial Group, Inc.
INCREASED32,54232,128+414+1%$1.6M$1.5M-$83.9K2026-10-08
W Advisors, LLC
DECREASED32,29532,933-638-2%$1.7M$1.5M-$136.3K2026-11-02
Apeiron RIA LLC
INCREASED32,06420,672+11,392+55%$1.0M$1.5M+$475.1K2026-10-08
Hoxton Planning & Management, LLC
INCREASED31,96828,060+3,908+14%$1.4M$1.5M+$94.7K2026-10-15
Bernicke Wealth Management, Ltd.
UNCHANGED31,86231,86200%$1.6M$1.5M-$102.6K2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED31,73131,73100%$1.6M$1.5M-$102.2K2026-11-03
FAI Advisors, Inc.
INCREASED31,49025,328+6,162+24%$1.3M$1.5M+$210.3K2026-10-27
Busey Bank
DECREASED31,38232,569-1,187-4%$1.6M$1.5M-$161.1K2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED31,28126,652+4,629+17%$1.3M$1.5M+$133.4K2026-11-04
First Pacific Financial
INCREASED31,18023,796+7,384+31%$1.2M$1.5M+$273.1K2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED30,95333,791-2,838-8%$1.7M$1.5M-$243.2K2026-10-26
AdvisorNet Financial, Inc
INCREASED30,68417,153+13,531+79%$867.6K$1.5M+$593.3K2026-10-15
Hudson Oak Wealth Advisory LLC
DECREASED30,68030,746-660%$1.6M$1.5M-$102.1K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED30,59512,487+18,108+145%$631.6K$1.4M+$817.4K2026-10-23
GenTrust, LLC
DECREASED30,5481,153,407-1,122,859-97%$58.3M$1.4M-$56.9M2026-11-06
A4 Wealth Advisors LLC
INCREASED30,41828,319+2,099+7%$1.4M$1.4M+$8.2K2026-10-20
Gamma Investing LLC
INCREASED30,25223,599+6,653+28%$1.2M$1.4M+$239.1K2026-10-08
Quantum Financial Partners LLC
INCREASED30,24127,741+2,500+9%$1.4M$1.4M+$29.1K2026-10-19
Intergy Private Wealth, LLC
INCREASED30,22529,284+941+3%$1.5M$1.4M-$49.7K2026-10-16
Eagle Harbor Asset Management Inc
NEW29,985—+29,985——$1.4M—2026-10-21
Triad Wealth Partners, LLC
INCREASED29,75822,571+7,187+32%$1.1M$1.4M+$291.7K2026-10-26
Fiduciary Alliance LLC
UNCHANGED29,58429,58400%$1.5M$1.4M-$95.3K2026-10-13
Cypress Wealth Services, LLC
INCREASED29,48623,833+5,653+24%$1.2M$1.4M+$182.1K2026-10-21
Koshinski Asset Management, Inc.
INCREASED29,18823,323+5,865+25%$1.2M$1.4M+$202.7K2026-10-29
Wesbanco Bank Inc
INCREASED28,97217,096+11,876+69%$864.7K$1.4M+$507.4K2026-11-04
Human Investing LLC
INCREASED28,89224,741+4,151+17%$1.3M$1.4M+$116.9K2026-10-19
Centurion Wealth Management LLC
INCREASED28,87628,172+704+3%$1.4M$1.4M-$57.4K2026-10-13
Signal Advisors Wealth, LLC
INCREASED28,84925,349+3,500+14%$1.3M$1.4M+$84.1K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED28,83329,697-864-3%$1.5M$1.4M-$134.6K2026-10-13
Columbus Macro, LLC
INCREASED28,82828,515+313+1%$1.4M$1.4M-$77.0K2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED28,79152,226-23,435-45%$2.6M$1.4M-$1.3M2026-10-16
SwitchPoint Financial Planning, LLC
DECREASED28,64138,641-10,000-26%$2.0M$1.4M-$598.0K2026-11-02
Prosperity Planning, Inc.
INCREASED28,39326,799+1,594+6%$1.4M$1.3M-$10.8K2026-10-09
BLB&B Advisors, LLC
INCREASED28,37524,130+4,245+18%$1.2M$1.3M+$123.3K2026-10-27
Alhambra Investment Management LLC
INCREASED28,29427,817+477+2%$1.4M$1.3M-$67.0K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED28,13014,745+13,385+91%$745.8K$1.3M+$586.5K2026-10-19
GSG Advisors LLC
DECREASED27,99536,080-8,085-22%$1.8M$1.3M-$499.1K2026-11-03
FC Advisory LLC
DECREASED27,35931,345-3,986-13%$1.6M$1.3M-$289.7K2026-10-05
Coquina Private Wealth LLC
INCREASED27,26827,233+35+0%$1.4M$1.3M-$86.1K2026-10-27
ARS Wealth Advisors Group, LLC
INCREASED27,22826,536+692+3%$1.3M$1.3M-$52.7K2026-10-16
Norden Group LLC
INCREASED27,08021,696+5,384+25%$1.1M$1.3M+$185.1K2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED26,93026,93000%$1.4M$1.3M-$86.7K2026-10-06
Beaumont Financial Advisors, LLC
DECREASED26,78332,519-5,736-18%$1.6M$1.3M-$376.4K2026-10-22
James Investment Research, Inc.
INCREASED26,21024,791+1,419+6%$1.3M$1.2M-$12.6K2026-10-22
Capital Investment Counsel, LLC
NEW26,059—+26,059——$1.2M—2026-10-14
Titleist Asset Management, LLC
INCREASED25,9878,764+17,223+197%$443.3K$1.2M+$787.4K2026-10-08
Fort Washington Investment Advisors Inc
UNCHANGED25,74625,74600%$1.3M$1.2M-$82.9K2026-10-15
Epiq Partners, LLC
DECREASED25,74131,412-5,671-18%$1.6M$1.2M-$369.7K2026-10-07
Opal Wealth Advisors, LLC
INCREASED25,30124,145+1,156+5%$1.2M$1.2M-$23.0K2026-10-16
ShoreHaven Wealth Partners, LLC
INCREASED25,13111,783+13,348+113%$596.0K$1.2M+$594.2K2026-10-16
Brown Financial Advisory
NEW25,100—+25,100——$1.2M—2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED25,00025,00000%$1.3M$1.2M-$80.5K2026-10-14
Carter Financial Group, Inc.
INCREASED24,92222,799+2,123+9%$1.2M$1.2M+$27.1K2026-10-21
Colony Family Offices, LLC
DECREASED24,836496,870-472,034-95%$25.1M$1.2M-$24.0M2026-10-22
Brucke Financial, Inc.
DECREASED24,70234,913-10,211-29%$1.8M$1.2M-$596.0K2026-10-23
White Lighthouse Investment Management Inc.
UNCHANGED24,67724,67700%$1.2M$1.2M-$79.5K2026-10-21
Trilogy Capital Inc.
INCREASED24,57524,312+263+1%$1.2M$1.2M-$65.8K2026-10-20
Stonehearth Capital Management, LLC
NEW24,216—+24,216——$1.1M—2026-10-13
Wlth Capital Management, LLC
DECREASED24,13257,120-32,988-58%$2.9M$1.1M-$1.7M2026-10-20
Quadrant Private Wealth Management, LLC
NEW23,970—+23,970——$1.1M—2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED23,79125,330-1,539-6%$1.3M$1.1M-$154.5K2026-10-14
Compass Ion Advisors, LLC
DECREASED23,57129,080-5,509-19%$1.5M$1.1M-$354.5K2026-10-23
Eagle Global Advisors LLC
DECREASED23,55026,050-2,500-10%$1.3M$1.1M-$202.3K2026-11-02
Trellis Wealth Advisors LLC
INCREASED23,48010,409+13,071+126%$526.5K$1.1M+$585.5K2026-10-19
Prospera Capital Management, LLC
UNCHANGED23,34823,34800%$1.2M$1.1M-$74.4K2026-10-19
Wealth Alliance Advisory Group, LLC
UNCHANGED23,28223,28200%$1.2M$1.1M-$75.0K2026-10-14
River's Edge Wealth Management, LLC
DECREASED23,22627,855-4,629-17%$1.4M$1.1M-$283.8K2026-10-19
TriaGen Wealth Management LLC
UNCHANGED23,09623,09600%$1.2M$1.1M-$74.4K2026-10-14
Tenon Financial LLC
UNCHANGED23,08523,08500%$1.2M$1.1M-$74.3K2026-10-14
Tenzing Financial LLC
DECREASED23,01425,763-2,749-11%$1.3M$1.1M-$197.2K2026-11-03
Perennial Advisors, LLC
INCREASED22,94022,597+343+2%$1.1M$1.1M-$56.5K2026-10-13
LifeGoal Investments, LLC
INCREASED22,75320,248+2,505+12%$1.0M$1.1M+$53.4K2026-10-09
XML Financial, LLC
INCREASED22,43922,380+59+0%$1.1M$1.1M-$69.3K2026-10-29
Aletheian Wealth Advisors LLC
INCREASED22,00921,809+200+1%$1.1M$1.0M-$60.8K2026-10-08
Rossby Financial, LCC
DECREASED22,00523,019-1,014-4%$1.2M$1.0M-$122.2K2026-11-05
Saxony Capital Management, LLC
NEW21,872—+21,872——$1.0M—2026-10-15
Landmark Wealth Management, LLC
NEW21,679—+21,679——$1.0M—2026-11-03
Farrell Financial LLC
INCREASED21,65421,488+166+1%$1.1M$1.0M-$61.3K2026-10-16
KRM Wealth Management L.L.C.
INCREASED21,51121,228+283+1%$1.1M$1.0M-$55.0K2026-11-02
Shakespeare Wealth Management, LLC
UNCHANGED21,33821,33800%$1.1M$1.0M-$68.7K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED21,32928,812-7,483-26%$1.5M$1.0M-$447.1K2026-10-26
Center for Financial Planning, Inc.
DECREASED21,31824,849-3,531-14%$1.3M$1.0M-$247.2K2026-10-26
Boyd Wealth Management, LLC
UNCHANGED21,25921,25900%$1.1M$1.0M-$68.5K2026-10-20
Donalies Financial Planning, LLC
INCREASED21,25821,056+202+1%$1.1M$1.0M-$58.2K2026-10-19
PKS Advisory Services, LLC
UNCHANGED21,16121,16100%$1.1M$1.1M$02026-10-26
Cutler Investment Counsel LLC
UNCHANGED21,14421,14400%$1.1M$1.0M-$68.1K2026-10-28
Schwallier Wealth Management LLC
DECREASED21,04128,517-7,476-26%$1.4M$996.5K-$445.9K2026-11-05
Prospera Financial Services Inc
DECREASED20,95720,962-50%$1.1M$1.0M-$35.8K2026-11-04
Occidental Asset Management, LLC
INCREASED20,86319,836+1,027+5%$1.0M$988.1K-$15.2K2026-11-05
D.A. Davidson & Co.
DECREASED20,80622,642-1,836-8%$1.1M$985.4K-$159.9K2026-10-28
Ballast Rock Private Wealth LLC
INCREASED20,60318,130+2,473+14%$917.0K$975.7K+$58.7K2026-10-26
Columbia Bank
UNCHANGED20,33020,33000%$1.0M$962.8K-$65.5K2026-10-29
Wolff Financial Management LLC
INCREASED20,24620,147+99+0%$1.0M$958.9K-$60.1K2026-10-23
Root Financial Partners, LLC
DECREASED20,24422,896-2,652-12%$1.2M$958.8K-$199.3K2026-10-21
StoneX Group Inc.
INCREASED20,22218,806+1,416+8%$951.2K$960.0K+$8.8K2026-11-03
Community Trust & Investment Co
INCREASED20,13519,982+153+1%$1.0M$953.6K-$57.1K2026-10-15
Fifth Third Securities, Inc.
NEW19,829—+19,829——$939.1K—2026-10-21
Lockerman Financial Group, Inc.
INCREASED19,66019,040+620+3%$963.0K$931.1K-$31.9K2026-10-19
Founders Financial Securities LLC
INCREASED19,60813,730+5,878+43%$694.5K$928.6K+$234.2K2026-10-28
W.H. Cornerstone Investments Inc.
INCREASED19,23516,698+2,537+15%$844.6K$911.0K+$66.4K2026-11-03
Kathmere Capital Management, LLC
UNCHANGED19,21719,21700%$972.0K$910.1K-$61.9K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED19,21523,977-4,762-20%$1.2M$910.0K-$302.7K2026-10-26
EPG Wealth Management LLC
INCREASED19,19418,838+356+2%$952.8K$909.0K-$43.8K2026-11-03
Journey Beyond Wealth, LLC
DECREASED19,01519,440-425-2%$983.3K$900.6K-$82.7K2026-11-04
ProVise Management Group, LLC
NEW18,942—+18,942——$897.1K—2026-11-06
FF Advisors,LLC
INCREASED18,86413,273+5,591+42%$671.3K$893.4K+$222.1K2026-10-21
Clearwater Capital Advisors, LLC
INCREASED18,84018,732+108+1%$947.5K$892.3K-$55.2K2026-11-06
Valley Forge Investment Consultants Inc ADV
UNCHANGED18,81418,81400%$951.6K$891.0K-$60.6K2026-11-03
Procyon Advisors, LLC
INCREASED18,7169,737+8,979+92%$492.5K$886.4K+$393.9K2026-10-21
Level Four Advisory Services, LLC
INCREASED18,64916,510+2,139+13%$835.1K$883.2K+$48.1K2026-11-06
MMA Asset Management LLC
UNCHANGED18,64918,64900%$943.3K$883.2K-$60.0K2026-11-02
Frank, Rimerman Advisors LLC
INCREASED18,61418,613+1+0%$941.5K$881.5K-$59.9K2026-10-16
Stirlingshire Investments, Inc.
INCREASED18,28818,156+132+1%$918.3K$866.1K-$52.2K2026-11-05
Elevate Wealth Advisory, Inc
INCREASED18,25518,240+15+0%$922.6K$864.6K-$58.0K2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED18,20619,220-1,014-5%$972.1K$862.2K-$109.9K2026-11-04
Integrity Advisory Solutions, LLC
DECREASED18,14918,693-544-3%$945.5K$859.6K-$85.9K2026-10-29
MCF Advisors LLC
INCREASED18,12317,423+700+4%$881.3K$858.3K-$23.0K2026-10-28
Revisor Wealth Management LLC
DECREASED18,05119,230-1,179-6%$972.7K$864.6K-$108.1K2026-10-20
Summit Asset Management, LLC
UNCHANGED18,00818,00800%$910.8K$852.9K-$58.0K2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED17,9585,490+12,468+227%$277.7K$850.5K+$572.8K2026-10-23
Lynx Investment Advisory
INCREASED17,90012,605+5,295+42%$637.6K$847.7K+$210.2K2026-10-27
Ascent Wealth Partners, LLC
INCREASED17,82915,276+2,553+17%$772.7K$844.4K+$71.7K2026-10-23
Evolution Advisers, Inc.
DECREASED17,48219,636-2,154-11%$993.0K$832.4K-$160.6K2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED17,36315,363+2,000+13%$777.1K$822.3K+$45.3K2026-10-05
WPG Advisers, LLC
DECREASED17,34618,914-1,568-8%$956.7K$821.5K-$135.2K2026-10-27
Hudock, Inc.
DECREASED17,22017,929-709-4%$906.9K$815.5K-$91.3K2026-10-14
Charles Schwab Trust Co
UNCHANGED17,21117,21100%$870.5K$815.1K-$55.4K2026-10-15
Albion Financial Group
INCREASED17,2001,298+15,902+1225%$65.7K$814.6K+$748.9K2026-10-21
Canopy Partners, LLC
DECREASED17,19421,487-4,293-20%$1.1M$814.3K-$272.5K2026-10-28
Parsons Capital Management Inc
UNCHANGED17,18817,18800%$869.4K$814.0K-$55.3K2026-10-28
Clearview Wealth Management LLC
DECREASED17,12127,366-10,245-37%$1.4M$815.8K-$568.4K2026-10-16
Horizons Wealth Management
NEW17,103—+17,103——$810.0K—2026-10-05
Keener Financial Planning LLC
INCREASED16,87616,301+575+4%$824.0K$799.2K-$24.8K2026-11-06
Blankinship & Foster, LLC
INCREASED16,48916,400+89+1%$829.5K$780.9K-$48.6K2026-10-19
Inspirion Wealth Advisors, LLC
UNCHANGED16,38416,38400%$826.9K$775.9K-$51.0K2026-10-09
Omni 360 Wealth, Inc.
INCREASED16,28616,166+120+1%$817.7K$771.3K-$46.4K2026-10-13
Breakwater Capital Group
DECREASED16,27222,806-6,534-29%$1.2M$770.6K-$382.9K2026-10-09
Cypress Point Wealth Management, LLC
UNCHANGED16,27216,27200%$823.0K$770.6K-$52.4K2026-11-03
Southland Equity Partners LLC
UNCHANGED16,20916,20900%$819.9K$767.7K-$52.2K2026-10-14
Affinity Capital Advisors, LLC
INCREASED16,1334,084+12,049+295%$206.4K$763.4K+$557.0K2026-10-13
Smithbridge Asset Management Inc
DECREASED16,09519,145-3,050-16%$968.4K$762.3K-$206.1K2026-10-19
Accredited Investor Services, LLC
DECREASED16,08621,448-5,362-25%$1.1M$761.8K-$323.0K2026-10-22
Svrn Asset Management, LLC
INCREASED15,91515,569+346+2%$787.5K$753.7K-$33.7K2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED15,88815,707+181+1%$794.5K$752.5K-$42.0K2026-10-13
Benchmark Financial, LLC
INCREASED15,82813,237+2,591+20%$669.5K$749.6K+$80.1K2026-10-16
Hengehold Capital Management LLC
INCREASED15,82514,781+1,044+7%$747.6K$749.5K+$1.9K2026-10-16
Able Financial Group, LLC
DECREASED15,82019,726-3,906-20%$997.7K$749.2K-$248.5K2026-10-14
Archford Capital Strategies, LLC
DECREASED15,53315,984-451-3%$808.5K$735.6K-$72.8K2026-10-19
Integrity Investment Advisors, LLC
DECREASED15,33717,451-2,114-12%$882.7K$726.4K-$156.3K2026-11-03
CWA Asset Management Group, LLC
INCREASED15,2449,846+5,398+55%$498.0K$722.0K+$223.9K2026-10-19
Parkside Financial Bank & Trust
INCREASED15,24215,035+207+1%$760.5K$721.9K-$38.6K2026-10-27
YHB Investment Advisors, Inc.
INCREASED15,1735,030+10,143+202%$254.4K$718.6K+$464.2K2026-10-08
SP Asset Management LLC
DECREASED15,11729,292-14,175-48%$1.5M$715.9K-$765.6K2026-11-05
Connecticut Wealth Management, LLC
NEW14,995—+14,995——$710.2K—2026-10-13
Cypress Financial Planning LLC
INCREASED14,94913,073+1,876+14%$661.2K$708.0K+$46.8K2026-10-09
Pinnacle Bancorp, Inc.
DECREASED14,85324,259-9,406-39%$1.2M$703.4K-$523.6K2026-10-21
Embree Financial Group
INCREASED14,82113,802+1,019+7%$698.1K$701.9K+$3.8K2026-10-22
Ariston Services Group
DECREASED14,66615,279-613-4%$772.8K$694.6K-$78.2K2026-10-16
Allegiance Financial Group Advisory Services LLC
DECREASED14,65315,894-1,241-8%$803.9K$694.0K-$109.9K2026-11-02
Roman Butler Fullerton & Co
INCREASED14,45014,414+36+0%$724.6K$693.8K-$30.8K2026-10-27
Leo Wealth, LLC
NEW14,271—+14,271——$675.9K—2026-10-26
Heritage Wealth Management, Inc. s
NEW14,165—+14,165——$670.8K—2026-11-06
Jordan Park Trust Co LLC
INCREASED14,09411,604+2,490+21%$586.9K$667.5K+$80.6K2026-10-19
Brookmont Capital Management
INCREASED14,07310,944+3,129+29%$553.6K$666.5K+$112.9K2026-10-23
American National Bank & Trust
INCREASED13,94112,947+994+8%$654.8K$660.2K+$5.4K2026-10-07
Verum Partners LLC
NEW13,820—+13,820——$654.5K—2026-10-21
Midwest Financial Partners Investments, Inc.
INCREASED13,81913,434+385+3%$679.5K$654.5K-$25.0K2026-10-08
Total Clarity Wealth Management, Inc.
INCREASED13,70513,417+288+2%$678.6K$649.1K-$29.6K2026-10-26
Bond & Devick Financial Network, Inc.
INCREASED13,68813,649+39+0%$690.4K$648.3K-$42.1K2026-10-23
Richardson Financial Services Inc.
UNCHANGED13,44913,44900%$680.3K$636.9K-$43.3K2026-10-30
NewSquare Capital LLC
INCREASED13,40312,832+571+4%$649.0K$634.8K-$14.3K2026-11-06
Stordahl Capital Management, Inc.
INCREASED13,34712,843+504+4%$649.6K$632.1K-$17.5K2026-10-22
Revolve Wealth Partners, LLC
DECREASED13,29418,980-5,686-30%$960.0K$629.6K-$330.4K2026-10-23
Stone Summit Wealth LLC
DECREASED13,04034,644-21,604-62%$1.8M$617.6K-$1.1M2026-10-14
Bfsg, LLC
INCREASED12,96911,402+1,567+14%$576.7K$614.2K+$37.5K2026-10-30
Camden National Bank
DECREASED12,94613,989-1,043-7%$707.6K$613.1K-$94.4K2026-11-02
Johnson Bixby & Associates, LLC
UNCHANGED12,91912,91900%$653.4K$611.8K-$41.6K2026-10-14
Symmetry Partners, LLC
INCREASED12,90412,425+479+4%$628.5K$611.1K-$17.3K2026-10-27
HT Partners LLC
UNCHANGED12,90412,90400%$652.7K$611.1K-$41.6K2026-10-20
Neumann Capital Management, LLC
INCREASED12,85012,436+414+3%$629.0K$608.6K-$20.4K2026-10-15
Factor Wealth Management LTD
DECREASED12,82618,095-5,269-29%$915.3K$607.4K-$307.8K2026-10-08
Argonautica Private Wealth Management, Inc
INCREASED12,8109,129+3,681+40%$461.7K$606.7K+$144.9K2026-11-02
Global Wealth Strategies & Associates
NEW12,701—+12,701——$601.5K—2026-10-02
Haven Private, LLC
UNCHANGED12,65012,65000%$639.8K$599.1K-$40.7K2026-10-27
Chris Bulman Inc
INCREASED12,54712,484+63+1%$631.4K$594.2K-$37.2K2026-10-20
Signature Estate & Investment Advisors LLC
DECREASED12,52924,515-11,986-49%$1.2M$593.4K-$646.6K2026-10-13
Navigate Wealth Management, LLC
DECREASED12,52422,705-10,181-45%$1.1M$592.6K-$545.6K2026-10-14
GC Wealth Management RIA, LLC
DECREASED12,49224,925-12,433-50%$1.3M$591.6K-$669.1K2026-11-02
Hunter Associates Investment Management LLC
UNCHANGED12,47212,47200%$631.0K$592-$630.4K2026-10-26
LVW Advisors, LLC
DECREASED12,34826,276-13,928-53%$1.3M$584.8K-$744.2K2026-10-19
Caldwell Trust Co
DECREASED12,31213,482-1,170-9%$681.9K$583.1K-$98.8K2026-10-30
MW Advisory, LLC
NEW12,286—+12,286——$581.9K—2026-10-19
Bdfs Capital LLC
DECREASED12,16419,575-7,411-38%$990.1K$576.1K-$414.0K2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW12,107—+12,107——$573.4K—2026-10-16
Copper Harbor Investment Advisors, LLC
DECREASED11,93517,480-5,545-32%$884.1K$565.2K-$318.9K2026-10-16
4Wealth Advisors, Inc.
INCREASED11,84111,802+39+0%$597.6K$555.9K-$41.8K2026-10-13
Lodestar Private Asset Management LLC
DECREASED11,81512,274-459-4%$620.8K$559.6K-$61.3K2026-10-26
Rose Capital Advisors LLC
INCREASED11,8145,827+5,987+103%$294.7K$559.5K+$264.8K2026-11-04
First Merchants Corp
UNCHANGED11,75011,75000%$594.3K$556.5K-$37.8K2026-10-15
Keystone Wealth Services, LLC
INCREASED11,72911,529+200+2%$583.1K$550.6K-$32.5K2026-11-03
Carrera Capital Advisors
DECREASED11,71811,720-20%$592.8K$554.9K-$37.9K2026-11-03
International Assets Investment Management, LLC
DECREASED11,68311,969-286-2%$604.1K$554.6K-$49.5K2026-11-02
Nicholas Hoffman & Company, Llc.
DECREASED11,64711,729-82-1%$593.3K$551.6K-$41.7K2026-10-30
Simplicity Wealth,LLC
DECREASED11,53998,454-86,915-88%$5.0M$546.5K-$4.4M2026-10-23
FSM Wealth Advisors, LLC
DECREASED11,49611,539-430%$583.6K$544.0K-$39.7K2026-10-27
Arwa LLC
INCREASED11,4309,552+1,878+20%$479.1K$544.7K+$65.5K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED11,40610,968+438+4%$554.8K$540.2K-$14.6K2026-10-14
Retirement Planning Group, LLC
DECREASED11,30311,943-640-5%$604.1K$535.3K-$68.7K2026-10-19
Sigma Investment Counselors Inc
UNCHANGED11,24811,24800%$568.9K$532.7K-$36.2K2026-10-27
Englebert Financial Advisers, LLC
DECREASED11,21514,414-3,199-22%$729.1K$531.1K-$197.9K2026-10-20
Destiny Wealth Partners, LLC
NEW11,179—+11,179——$544.8K—2026-11-05
SpringVest Wealth Management LLC
INCREASED11,14310,585+558+5%$535.4K$527.7K-$7.7K2026-10-27
Veery Capital, LLC
DECREASED11,05515,349-4,294-28%$776.4K$523.6K-$252.8K2026-10-07
Beacon Financial Group
NEW11,052—+11,052——$523.4K—2026-10-19
Westside Investment Management, Inc.
UNCHANGED11,03711,03700%$558.3K$522.1K-$36.1K2026-11-02
Latitude Advisors, LLC
DECREASED10,96211,039-77-1%$558.3K$519.2K-$39.2K2026-10-27
Northwest Wealth Management, LLC
UNCHANGED10,88210,88200%$550.4K$515.4K-$35.0K2026-10-30
Broussard Financial Group LLC
INCREASED10,86010,801+59+1%$546.3K$514.3K-$32.0K2026-10-26
Holos Integrated Wealth LLC
UNCHANGED10,80010,80000%$544.5K$518.5K-$26.0K2026-10-23
Diversified Trust Co
NEW10,778—+10,778——$510.4K—2026-11-06
Hyposwiss Advisors SA
UNCHANGED10,73610,73600%$543.0K$508.5K-$34.6K2026-10-26
Strategic Wealth Advisors LLC
DECREASED10,64612,167-1,521-12%$611.0K$504.2K-$106.8K2026-11-06
Sutton Place Investors LLC
INCREASED10,5526,797+3,755+55%$343.8K$499.7K+$156.0K2026-10-20
Pacific Park Financial, Inc.
DECREASED10,46710,846-379-3%$548.6K$495.7K-$52.9K2026-10-13
Mainsail Financial Group, LLC
NEW10,430—+10,430——$494.0K—2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED10,4157,208+3,207+44%$364.6K$493.3K+$128.7K2026-10-22
Wealth Management Resources, Inc.
INCREASED10,3737,811+2,562+33%$395.1K$491.3K+$96.2K2026-10-21
Erickson Financial Group, LLC
INCREASED10,3297,261+3,068+42%$367.3K$489.2K+$121.9K2026-11-05
3 Factor Indexing, LLC
UNCHANGED10,31510,31500%$521.7K$488.5K-$33.2K2026-10-15
Southern Michigan Bank & Trust
UNCHANGED10,12710,12700%$512.2K$479.6K-$32.6K2026-10-19
Kelly Financial Services LLC
INCREASED10,0944,376+5,718+131%$221.3K$478.1K+$256.7K2026-10-20
Values Added Financial LLC
DECREASED10,08791,288-81,201-89%$4.6M$477.7K-$4.1M2026-10-28
Curbstone Financial Management Corp
UNCHANGED10,05010,05000%$508.3K$476.0K-$32.4K2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED9,9109,91000%$501.2K$469.3K-$31.9K2026-10-19
Retirement Financial Solutions, LLC
NEW9,886—+9,886——$468.2K—2026-10-20
Burk Holdings LLC
INCREASED9,8788,402+1,476+18%$425.0K$467.8K+$42.8K2026-11-05
First Financial Group Corp
NEW9,739—+9,739——$461.2K—2026-10-22
Summit Wealth Group LLC / Co
DECREASED9,72611,895-2,169-18%$601.7K$460.6K-$141.0K2026-10-29
Uptick Partners, LLC
DECREASED9,7129,753-410%$493.3K$460.0K-$33.3K2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED9,6009,60000%$485.6K$454.7K-$30.9K2026-10-09
Monument Group Wealth Advisors, LLC
NEW9,546—+9,546——$452.1K—2026-10-21
Walkner Condon Financial Advisors LLC
DECREASED9,4089,410-20%$476.0K$445.6K-$30.4K2026-11-02
Anchyra Partners LLC
UNCHANGED9,4059,40500%$475.7K$445.4K-$30.3K2026-10-13
HCR Wealth Advisors
UNCHANGED9,3349,33400%$472.1K$442.1K-$30.1K2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED9,2878,977+310+3%$454.1K$439.8K-$14.2K2026-11-04
PUREfi Wealth, LLC
NEW9,277—+9,277——$439.4K—2026-10-19
Centerline Wealth Advisors, LLC
DECREASED9,25642,677-33,421-78%$2.2M$438.4K-$1.7M2026-10-15
Ellis Investment Partners, LLC
INCREASED9,1589,042+116+1%$457.4K$433.7K-$23.6K2026-10-21
Next Level Wealth Planning, LLC
INCREASED9,0886,926+2,162+31%$350.3K$430.4K+$80.1K2026-10-29
Bullseye Investment Management, LLC
NEW9,075—+9,075——$429.8K—2026-10-29
Traveka Wealth, LLC
DECREASED8,9789,121-143-2%$461.3K$425.2K-$36.1K2026-10-19
Stevens Capital Partners
DECREASED8,97324,456-15,483-63%$1.2M$424.9K-$812.1K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED8,9118,925-140%$451.4K$422.0K-$29.4K2026-10-05
Artesa Financial Group, LLC
INCREASED8,7758,270+505+6%$418.3K$415.6K-$2.7K2026-10-29
Shearwater Capital LLC
NEW8,739—+8,739——$413.9K—2026-10-13
Sigma Planning Corp
DECREASED8,72814,973-6,245-42%$757.3K$428.1K-$329.2K2026-10-23
Austin Asset Management Co Inc
NEW8,654—+8,654——$409.9K—2026-10-29
Verdence Capital Advisors LLC
INCREASED8,6488,617+31+0%$435.8K$409.6K-$26.2K2026-10-26
RMR Wealth Builders
UNCHANGED8,6118,61100%$435.5K$407.8K-$27.7K2026-10-22
Clear Creek Financial Management, LLC
INCREASED8,5608,331+229+3%$421.4K$405.4K-$15.9K2026-10-28
Allstreet Capital Advisors LLC
UNCHANGED8,5598,55900%$432.9K$405.3K-$27.6K2026-11-04
NWF Advisory Services Inc.
DECREASED8,4878,614-127-1%$435.7K$402.0K-$33.8K2026-10-19
Virtue Asset Management LLC
INCREASED8,4557,955+500+6%$402.4K$400.4K-$1.9K2026-10-21
JB Capital LLC
INCREASED8,2837,540+743+10%$381.4K$392.3K+$10.9K2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED8,2658,26500%$418.0K$391.4K-$26.6K2026-10-28
EnRich Financial Partners LLC
DECREASED8,2569,475-1,219-13%$479.3K$391.0K-$88.2K2026-10-21
L. Roy Papp & Associates, LLP
DECREASED8,2008,668-468-5%$438.4K$388.4K-$50.1K2026-10-21
Realta Investment Advisors
UNCHANGED8,1808,18000%$413.7K$387.4K-$26.3K2026-10-14
BCR Wealth Strategies, LLC
UNCHANGED8,1308,13000%$411.0K$385.0K-$26.0K2026-11-06
Dominguez Wealth Management Solutions, Inc.
NEW8,099—+8,099——$383.6K—2026-10-07
Shepherd Street Advisors LLC
UNCHANGED8,0858,08500%$405.9K$383.1K-$22.9K2026-10-21
Sawgrass Asset Management LLC
UNCHANGED8,0858,08500%$408.9K$382.9K-$26.0K2026-11-03
XY Planning Network, Inc.
NEW7,938—+7,938——$375.9K—2026-10-14
Victory Financial Group, LLC
DECREASED7,89612,102-4,206-35%$612.1K$374.0K-$238.2K2026-10-27
Appleton Partners Inc
DECREASED7,8928,765-873-10%$443.0K$374-$442.6K2026-10-30
Long Island Wealth Management, Inc.
DECREASED7,8898,051-162-2%$407.2K$373.6K-$33.6K2026-10-20
Navigoe, LLC
UNCHANGED7,8717,87100%$398.0K$372-$397.6K2026-11-04
B. Riley Wealth Advisors, Inc.
DECREASED7,7928,087-295-4%$409.5K$369.0K-$40.5K2026-10-13
Narus Financial Partners, LLC
DECREASED7,7648,864-1,100-12%$448.3K$367.7K-$80.6K2026-10-19
Gerber Kawasaki Wealth & Investment Management
DECREASED7,7278,366-639-8%$423.2K$366.0K-$57.2K2026-10-29
Sovran Advisors, LLC
INCREASED7,6844,144+3,540+85%$206.0K$374.2K+$168.2K2026-11-02
Serenity Investment Advisors
DECREASED7,60512,605-5,000-40%$624.5K$360.2K-$264.3K2026-10-30
Penobscot Wealth Management
INCREASED7,5895,977+1,612+27%$302.3K$359.4K+$57.1K2026-10-21
Roan Capital Partners
DECREASED7,5787,585-70%$383.6K$358.9K-$24.8K2026-10-09
Whalen Wealth Management Inc.
INCREASED7,5296,495+1,034+16%$328.5K$356.6K+$28.0K2026-10-08
Northland Capital Management LLC
DECREASED7,5177,527-100%$380.7K$356.0K-$24.7K2026-10-15
Iron Financial LLC
INCREASED7,4807,416+64+1%$375.1K$354.3K-$20.9K2026-10-23
LongView Wealth Management
NEW7,443—+7,443——$352.5K—2026-10-19
True North Advisors, LLC
UNCHANGED7,4307,43000%$375.8K$351.9K-$23.9K2026-10-22
Nilsine Partners, LLC
UNCHANGED7,3497,34900%$371.7K$348.0K-$23.7K2026-11-02
Confluence Wealth Services, Inc.
DECREASED7,2797,464-185-2%$377.5K$344.7K-$32.8K2026-11-05
Birch Financial Group, LLC
DECREASED7,2349,485-2,251-24%$479.7K$342.6K-$137.1K2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED7,1786,398+780+12%$323.6K$340.0K+$16.3K2026-10-21
Progressive Investment Management Corp
INCREASED7,1357,123+12+0%$360.3K$337.9K-$22.4K2026-10-26
LCW Services, LLC
DECREASED7,05423,938-16,884-71%$1.2M$334.1K-$876.7K2026-10-21
Powers Advisory Group, LLC
NEW7,051—+7,051——$333.9K—2026-10-14
Nabity-Jensen Investment Management Inc
DECREASED6,9766,977-10%$352.9K$330.4K-$22.5K2026-10-23
Verus Capital Partners, LLC
INCREASED6,9256,779+146+2%$342.9K$328.0K-$14.9K2026-11-03
First Citizens Financial Corp
DECREASED6,91211,152-4,240-38%$564.1K$327.4K-$236.7K2026-10-02
Trust Co
DECREASED6,86559,421-52,556-88%$3.0M$325.1K-$2.7M2026-10-09
Robinswood Financial LLC
INCREASED6,8656,746+119+2%$341.2K$329.6K-$11.6K2026-10-20
Northcape Wealth Management, LLC
UNCHANGED6,8086,80800%$344.3K$322.4K-$21.9K2026-11-04
Landaas & Co
DECREASED6,7079,101-2,394-26%$460.3K$317.6K-$142.7K2026-10-29
Carl P. Sherr & Co., LLC
UNCHANGED6,6756,67500%$337.6K$316.1K-$21.5K2026-11-06
Endeavor Private Wealth, Inc.
DECREASED6,6717,159-488-7%$362.1K$315.9K-$46.2K2026-11-05
Melfa Wealth Management, Inc.
INCREASED6,6395,889+750+13%$297.8K$314.4K+$16.6K2026-11-06
Brighton Securities Corp.
INCREASED6,6016,510+91+1%$329.3K$312.6K-$16.7K2026-10-08
Independent Wealth Network Inc.
NEW6,530—+6,530——$309.3K—2026-10-19
GLR Partners, LLC
INCREASED6,4354,443+1,992+45%$224.7K$304.8K+$80.0K2026-11-04
Worth Asset Management, LLC
DECREASED6,39810,454-4,056-39%$528.8K$303.0K-$225.8K2026-10-07
Cultivar Capital, Inc.
UNCHANGED6,3756,37500%$322.4K$301.9K-$20.5K2026-10-14
Braun-Bostich & Associates Inc.
INCREASED6,3594,069+2,290+56%$205.8K$301.2K+$95.4K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED6,3385,187+1,151+22%$262.3K$300.2K+$37.8K2026-10-13
Bill Few Associates, Inc.
UNCHANGED6,3346,33400%$320.4K$300.0K-$20.4K2026-10-09
Graetz Wealth LLC
DECREASED6,2786,699-421-6%$338.8K$297.3K-$41.5K2026-10-27
BridgePort Financial Solutions, LLC
NEW6,262—+6,262——$296.6K—2026-11-02
Bright Financial Advisors, Inc.
UNCHANGED6,2556,25500%$316.4K$296.2K-$20.1K2026-10-23
Net Worth Advisory Group
INCREASED6,2536,163+90+1%$311.7K$296.8K-$14.9K2026-10-20
Capital Investment Advisors, LLC
INCREASED6,2185,377+841+16%$272.0K$294.5K+$22.5K2026-10-22
Weaver Consulting Group
NEW6,216—+6,216——$294.4K—2026-10-07
One Way Holdings LLC
UNCHANGED6,1986,19800%$313.5K$293.5K-$20.0K2026-10-29
DecisionMap Wealth Management, LLC
INCREASED6,1896,017+172+3%$304.3K$293.1K-$11.2K2026-10-29
Ritholtz Wealth Management
INCREASED6,1434,507+1,636+36%$228.0K$290.9K+$63.0K2026-11-05
Level Financial Advisors
INCREASED6,1014,771+1,330+28%$241.3K$289.0K+$47.6K2026-10-13
Portfolio Resources Advisor Group, Inc.
UNCHANGED6,0456,04500%$301.6K$305.8K+$4.2K2026-10-20
Moors & Cabot, Inc.
DECREASED6,0176,117-100-2%$309.4K$285.0K-$24.4K2026-11-06
Rise Advisors, LLC
INCREASED6,0095,958+51+1%$301.3K$284.6K-$16.8K2026-10-16
Accelerate Investment Advisors LLC
INCREASED5,9945,571+423+8%$281.8K$283.9K+$2.1K2026-11-02
Meridian Financial Advisors, LLC
INCREASED5,9845,789+195+3%$292.8K$283.4K-$9.4K2026-10-14
Clear Point Advisors Inc.
NEW5,975—+5,975——$283.0K—2026-10-30
Trinity Wealth Management, LLC
UNCHANGED5,9745,97400%$302.2K$282.9K-$19.2K2026-10-13
Bell Investment Advisors, Inc
INCREASED5,9735,968+5+0%$301.9K$282.9K-$19.0K2026-10-29
Uhlmann Price Securities, LLC
INCREASED5,9715,241+730+14%$265.1K$282.8K+$17.7K2026-11-03
Global Financial Private Client, LLC
UNCHANGED5,9685,96800%$301.9K$282.6K-$19.2K2026-10-15
Wells Financial Advisors Inc
UNCHANGED5,8805,88000%$297.4K$278.5K-$18.9K2026-11-02
Nations Financial Group Inc,
INCREASED5,8494,440+1,409+32%$224.6K$277.0K+$52.4K2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED5,7376,190-453-7%$313.1K$271.7K-$41.4K2026-10-16
Towerpoint Wealth, LLC
UNCHANGED5,7325,73200%$289.9K$271.5K-$18.5K2026-10-13
Able Wealth Management LLC
NEW5,726—+5,726——$271.2K—2026-10-13
Lodestone Wealth Management LLC
INCREASED5,6984,950+748+15%$250.4K$269.9K+$19.5K2026-10-14
Greenup Street Wealth Management LLC
DECREASED5,6795,752-73-1%$290.9K$269.0K-$22.0K2026-10-28
Hill Island Financial LLC
DECREASED5,6235,721-98-2%$289.4K$266.3K-$23.1K2026-10-20
Rockland Trust Co
UNCHANGED5,6165,61600%$284.1K$266.0K-$18.1K2026-10-05
Pioneer Wealth Management Group
UNCHANGED5,6145,61400%$284.0K$265.9K-$18.1K2026-10-09
Middleton & Co Inc
DECREASED5,6009,600-4,000-42%$485.6K$265.2K-$220.4K2026-10-23
Unify Financial Advisors
UNCHANGED5,5005,50000%$278.2K$260.5K-$17.7K2026-11-03
Baldwin Wealth Partners LLC
UNCHANGED5,4655,46500%$276.4K$258.8K-$17.6K2026-10-13
Greenwood Gearhart LLC
NEW5,444—+5,444——$257.8K—2026-11-02
Activest Wealth Management
DECREASED5,4006,000-600-10%$303.5K$255.7K-$47.7K2026-10-15
Accredited Investors Inc.
UNCHANGED5,3085,30800%$268.5K$251.4K-$17.1K2026-11-03
Intrua Financial, LLC
DECREASED5,2605,460-200-4%$276.2K$249.1K-$27.1K2026-10-28
Heritage Wealth Management, Inc.
DECREASED5,25961,257-55,998-91%$3.1M$249.1K-$2.8M2026-10-27
Quantum Financial Planning Services, Inc.
DECREASED5,2589,145-3,887-42%$462.6K$249.0K-$213.6K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED5,2475,438-191-4%$275.0K$248.5K-$26.5K2026-10-27
Mokosak Advisory Group, LLC
INCREASED5,2415,197+44+1%$262.8K$248.2K-$14.6K2026-10-20
Premier Path Wealth Partners, LLC
DECREASED5,23842,389-37,151-88%$2.1M$248.1K-$1.9M2026-10-16
Condor Capital Management
INCREASED5,1755,041+134+3%$255.0K$245.1K-$9.9K2026-11-06
LexAurum Advisors, LLC
INCREASED5,1574,413+744+17%$223.2K$244.2K+$21.0K2026-10-19
Creative Capital Management Investments LLC
UNCHANGED5,1335,13300%$259.6K$243.1K-$16.5K2026-10-28
TME Financial, Inc.
INCREASED5,1285,084+44+1%$257.2K$242.9K-$14.3K2026-10-14
Legacy Financial Strategies, LLC
NEW5,100—+5,100——$241.5K—2026-10-15
ADE, LLC
DECREASED5,10014,212-9,112-64%$718.8K$241.5K-$477.3K2026-10-29
Successful Portfolios LLC
DECREASED5,0885,698-610-11%$286.8K$241.0K-$45.8K2026-10-09
Optima Capital LLC
INCREASED5,0784,173+905+22%$211.1K$240.5K+$29.4K2026-10-29
Advocate Investing Services LLC
NEW5,012—+5,012——$237.4K—2026-10-26
UMB Private Wealth Management, LLC
NEW4,976—+4,976——$235.7K—2026-10-19
Briggs Wealth Management, Inc
UNCHANGED4,9384,93800%$249.8K$233.9K-$15.9K2026-10-26
Cooksen Wealth, LLC
UNCHANGED4,9254,92500%$249.1K$233.1K-$16.1K2026-10-13
Syntegra Private Wealth Group, LLC
UNCHANGED4,8994,89900%$247.8K$232.0K-$15.8K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED4,8414,428+413+9%$224.0K$229.3K+$5.3K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED4,8224,792+30+1%$242.4K$228.3K-$14.0K2026-10-15
General Partner, Inc.
UNCHANGED4,8084,80800%$243.2K$227.7K-$15.5K2026-10-05
Sowell Financial Services LLC
DECREASED4,6905,508-818-15%$278.6K$222.1K-$56.5K2026-10-23
Collaborative Wealth Managment Inc.
NEW4,679—+4,679——$221.6K—2026-11-06
Clear Investment Research, LLC
DECREASED4,6695,249-580-11%$265.5K$221.1K-$44.4K2026-11-06
Andrews Advisory Associates, LLC
DECREASED4,61317,585-12,972-74%$889.4K$218.5K-$671.0K2026-10-15
Magnus Financial Group LLC
DECREASED4,5796,812-2,233-33%$344.5K$216.9K-$127.7K2026-10-21
Cora Capital Advisors LLC
INCREASED4,5644,267+297+7%$215.8K$216.2K+$3262026-11-02
Signature Equity Partners, LLC
DECREASED4,5466,845-2,299-34%$346.2K$215.3K-$130.9K2026-10-29
Kanawha Capital Management LLC
UNCHANGED4,5444,54400%$229.8K$215.2K-$14.6K2026-10-19
Key Client Fiduciary Advisors, LLC
NEW4,500—+4,500——$213.1K—2026-10-19
Kachkovsky & Fisher, Inc.
INCREASED4,4974,459+38+1%$225.5K$213.0K-$12.5K2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED4,4844,48400%$226.8K$212.4K-$14.4K2026-10-09
Orca Wealth Management, LLC
INCREASED4,4684,430+38+1%$224.1K$211.6K-$12.5K2026-10-14
Kendall Capital Management
UNCHANGED4,4674,46700%$225.9K$211.6K-$14.4K2026-10-23
Two West Capital Advisors LLC
NEW4,457—+4,457——$209.2K—2026-10-15
Morton Capital Management LLC
UNCHANGED4,4324,43200%$224.2K$209.9K-$14.3K2026-10-23
Concord Wealth Partners
INCREASED4,4132,790+1,623+58%$141.1K$209.0K+$67.9K2026-11-02
Cornerstone Planning Group LLC
DECREASED4,3935,235-842-16%$260.8K$207.9K-$52.9K2026-10-16
BCS Wealth Management
UNCHANGED4,3444,34400%$219.7K$205.7K-$14.0K2026-11-03
Fortitude Advisory Group L.L.C.
UNCHANGED4,3144,31400%$218.2K$204.3K-$13.9K2026-10-15
Leverty Financial Group, LLC
DECREASED4,3065,974-1,668-28%$302.2K$203.9K-$98.2K2026-10-08
Exchange Bank
UNCHANGED4,2954,29500%$217.2K$203.4K-$13.8K2026-10-07
Financial Management Network Inc
INCREASED4,2934,268+25+1%$214.0K$202.9K-$11.1K2026-10-09
Tsfg, LLC
DECREASED4,2534,587-334-7%$232.0K$201-$231.8K2026-10-23
LaFleur & Godfrey LLC
NEW4,235—+4,235——$200.6K—2026-10-27
Howard Wealth Management, LLC
INCREASED4,2234,007+216+5%$202.7K$200.0K-$2.7K2026-10-28
Financial Perspectives, Inc
UNCHANGED3,9213,92100%$198.3K$185.7K-$12.6K2026-11-03
Fairscale Capital, LLC
UNCHANGED3,5493,54900%$179.5K$173.5K-$6.0K2026-11-04
Essential Investment Partners LLC
UNCHANGED3,5003,50000%$177.0K$165.8K-$11.3K2026-10-27
Downshift Financial, LLC
DECREASED3,2884,338-1,050-24%$219.4K$155.7K-$63.7K2026-10-13
Silver Grove Financial Group, Inc.
DECREASED3,08817,057-13,969-82%$862.7K$146.2K-$716.5K2026-11-05
10Elms LLP
UNCHANGED2,8302,83000%$143.1K$134.0K-$9.1K2026-11-06
Financial Network Wealth Advisors LLC
UNCHANGED2,8182,81800%$142.5K$133.5K-$9.1K2026-10-28
Retirement Wealth Solutions LLC
INCREASED2,5882,566+22+1%$129.8K$122.6K-$7.2K2026-10-07
Central Trust Co
DECREASED2,5772,620-43-2%$132.5K$122.0K-$10.5K2026-11-05
Montag A & Associates Inc
UNCHANGED2,5552,55500%$129.2K$121.0K-$8.2K2026-10-29
Versant Capital Management, Inc
INCREASED2,4662,445+21+1%$123.6K$116.8K-$6.9K2026-10-02
Redwood Park Advisors LLC
NEW2,427—+2,427——$114.9K—2026-11-02
Covestor Ltd
INCREASED2,2572,156+101+5%$109.0K$107-$108.9K2026-10-30
Coston, McIsaac & Partners
INCREASED2,2451,135+1,110+98%$57.0K$106.3K+$49.3K2026-11-06
Nova Financial LLC
NEW2,225—+2,225——$105.4K—2026-11-04
Mascoma Wealth Management LLC
DECREASED2,1922,901-709-24%$146.7K$103.8K-$42.9K2026-10-23
Beacon Investment Advisory Services, Inc.
UNCHANGED2,1692,16900%$109.7K$102.7K-$7.0K2026-10-13
Community Bank, N.A.
NEW2,100—+2,100——$99.5K—2026-11-06
Princeton Global Asset Management LLC
INCREASED2,0871,581+506+32%$80.0K$98.9K+$18.9K2026-10-21
Triumph Capital Management
INCREASED2,0432,000+43+2%$101.2K$96.8K-$4.4K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED2,0002,00000%$101.2K$94.7K-$6.4K2026-10-14
Clean Yield Group
UNCHANGED1,9741,97400%$99.8K$93.5K-$6.4K2026-10-28
IMG Wealth Management, Inc.
INCREASED1,9541,672+282+17%$84.6K$92.5K+$8.0K2026-10-27
Abound Wealth Management
DECREASED1,9072,743-836-30%$138.7K$90.3K-$48.4K2026-10-26
Rydar Equities, Inc.
NEW1,585—+1,585——$74.6K—2026-10-13
City Holding Co
DECREASED1,5171,617-100-6%$81.8K$71.8K-$9.9K2026-10-19
Nfsg Corp
NEW1,501—+1,501——$71.1K—2026-10-15
Birchwood Financial Partners, Inc.
INCREASED1,4201,352+68+5%$68.4K$67.3K-$1.1K2026-11-02
Russell Investments Group, Ltd.
INCREASED1,416304+1,112+366%$15.4K$67.0K+$51.6K2026-11-06
NBH Bank
INCREASED1,3971,021+376+37%$51.6K$66.2K+$14.5K2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,3791,37900%$69.8K$65.3K-$4.4K2026-10-27
High Note Wealth, LLC
DECREASED1,2961,386-90-6%$70.1K$61.4K-$8.7K2026-10-27
Trust Co of Toledo NA
UNCHANGED1,2501,25000%$63.2K$59.2K-$4.0K2026-10-16
Oakworth Capital, Inc.
UNCHANGED1,2321,23200%$62.2K$58.3K-$3.8K2026-10-26
KFG LLC
NEW1,210—+1,210——$57.3K—2026-11-02
First Financial Corp
UNCHANGED1,1751,17500%$59.4K$55.6K-$3.8K2026-10-13
Cromwell Holdings LLC
UNCHANGED1,1601,16000%$58.7K$54.9K-$3.7K2026-10-28
Blueline Advisors LLC
INCREASED1,088295+793+269%$14.9K$51.5K+$36.6K2026-10-15
Pittenger & Anderson Inc
UNCHANGED1,0811,08100%$54.7K$51.2K-$3.5K2026-11-02
Golden State Wealth Management, LLC
INCREASED1,0781,077+1+0%$54.5K$51.1K-$3.4K2026-11-02
Security National Bank
UNCHANGED1,0581,05800%$53.5K$50.1K-$3.4K2026-10-26
City State Bank
UNCHANGED1,0541,05400%$53.3K$49.9K-$3.4K2026-10-20
Addison Advisors LLC
UNCHANGED1,0081,00800%$51.0K$47.7K-$3.2K2026-11-06
Rossmore Private Capital
UNCHANGED1,0001,00000%$50.6K$47.4K-$3.2K2026-10-27
Trust Co of Vermont
UNCHANGED99099000%$50.1K$46.9K-$3.2K2026-10-21
Global Trust Asset Management, LLC
UNCHANGED92592500%$46.8K$43.8K-$3.0K2026-10-19
Farmers & Merchants Investments Inc
NEW850—+850——$40.3K—2026-10-22
Arlington Trust Co LLC
UNCHANGED75075000%$37.9K$35.5K-$2.4K2026-10-20
Financially Speaking Inc
NEW697—+697——$33.0K—2026-11-05
Cape Investment Advisory, Inc.
INCREASED671623+48+8%$31.5K$31.8K+$2892026-10-13
Signaturefd, LLC
DECREASED6674,942-4,275-86%$250.0K$31.6K-$218.4K2026-10-23
Chilton Capital Management LLC
NEW589—+589——$27.9K—2026-10-28
Wolff Wiese Magana LLC
INCREASED571452+119+26%$22.9K$27.0K+$4.2K2026-10-15
Valley National Advisers Inc
UNCHANGED51151100%$25.8K$24.2K-$1.6K2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED47047000%$23.8K$22.3K-$1.5K2026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED469519-50-10%$26.3K$22.2K-$4.0K2026-10-30
Pflug Koory, LLC
INCREASED424421+3+1%$21.3K$20.1K-$1.2K2026-10-26
Kingdom Financial Group Llc.
NEW405—+405——$19.2K—2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED382140+242+173%$7.1K$18.1K+$11.0K2026-10-07
Cassaday & Co Wealth Management LLC
INCREASED373187+186+99%$9.5K$17.7K+$8.2K2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED35735700%$18.1K$16.9K-$1.2K2026-10-15
Larson Financial Group LLC
INCREASED332323+9+3%$16.3K$15.7K-$5842026-11-05
Investors Research Corp
UNCHANGED32032000%$16.2K$15.2K-$1.0K2026-10-07
Noble Wealth Management PBC
NEW316—+316——$15.0K—2026-10-01
Robbins Farley
UNCHANGED31431400%$15.9K$14.9K-$1.0K2026-10-21
Networth Advisors, LLC
INCREASED307304+3+1%$15.4K$14.5K-$8542026-11-03
Plante Moran Financial Advisors, LLC
NEW305—+305——$14.4K—2026-11-04
Maseco LLP
NEW283—+283——$13.4K—2026-10-27
Eukles Asset Management
NEW274—+274——$13.0K—2026-11-04
Buck Wealth Strategies, LLC
DECREASED265308-43-14%$15.6K$12.5K-$3.0K2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED23023000%$11.6K$10.9K-$7402026-10-09
Vima LLC
UNCHANGED22822800%$11.5K$10.8K-$7342026-10-23
Aspect Partners, LLC
UNCHANGED21421400%$10.8K$10.1K-$6892026-10-20
Planning Strategies Inc.
INCREASED176155+21+14%$7.8K$8.3K+$4952026-10-02
Transce3nd, LLC
DECREASED172777-605-78%$39.1K$8.3K-$30.9K2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED15915900%$8.1K$7.5K-$5132026-10-16
Spurstone Advisory Services, LLC
INCREASED148141+7+5%$7.1K$7.0K-$902026-11-02
Lanark Financial, Inc.
INCREASED142102+40+39%$5.2K$6.7K+$1.6K2026-10-26
Atlantic Edge Private Wealth Management, LLC
UNCHANGED12512500%$6.3K$5.9K-$4032026-10-20
Bayban
UNCHANGED12512500%$6.3K$6.3K$02026-11-05
Winthrop Capital Management, LLC
UNCHANGED11411400%$6$5.4K+$5.4K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED10810800%$5.5K$5.1K-$3482026-10-15
Mountain Hill Investment Partners Corp.
NEW100—+100——$4.7K—2026-10-23
Eastern Bank
DECREASED752,287-2,212-97%$115.7K$3.6K-$112.1K2026-10-05
Compass Financial Management LLC
UNCHANGED747400%$3.7K$3.5K-$2382026-10-30
Pacifica Partners Inc.
NEW63—+63——$3.0K—2026-10-09
Quaker Wealth Management, LLC
UNCHANGED484800%$2.4K$2.3K-$1542026-10-22
Community Financial Services Group, LLC
UNCHANGED373700%$1.9K$1.8K-$1112026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED161600%$798$751-$472026-10-23
POM Investment Strategies, LLC
NEW3—+3——$142—2026-10-20
Elyxium Wealth, LLC
NEW1—+1——$38—2026-10-27
Financial Management Professionals, Inc.
DECREASED170-69-99%$3.6K$31-$3.5K2026-10-23
Hughes Financial Services, LLC
UNCHANGED1100%$51$49-$22026-10-30
Garde Capital, Inc.
CLOSED0905,827-905,827-100%$45.8M$0-$45.8M2026-10-29
Acumen Wealth Advisors, LLC
CLOSED0258,536-258,536-100%$13.1M$0-$13.1M2026-11-05
Cardinal Point Capital Management ULC
CLOSED0204,989-204,989-100%$10.4M$0-$10.4M2026-10-21
One Degree Advisors Inc
CLOSED098,640-98,640-100%$5.0M$0-$5.0M2026-11-06
Asio Capital, LLC
CLOSED056,990-56,990-100%$2.9M$0-$2.9M2026-10-19
Prospect Financial Group LLC
CLOSED051,288-51,288-100%$2.6M$0-$2.6M2026-11-05
FDx Advisors, Inc.
CLOSED049,826-49,826-100%$2.5M$0-$2.5M2026-11-05
Q3 Asset Management
CLOSED048,472-48,472-100%$2.5M$0-$2.5M2026-11-06
Vermillion Wealth Management, Inc.
CLOSED048,257-48,257-100%$2.4M$0-$2.4M2026-10-26
Penney Financial, LLC
CLOSED047,994-47,994-100%$2.4M$0-$2.4M2026-10-20
Sunesis Advisors, LLC
CLOSED047,568-47,568-100%$2.4M$0-$2.4M2026-10-26
Mallini Complete Financial Planning LLC
CLOSED047,117-47,117-100%$2.4M$0-$2.4M2026-10-06
Lincoln Capital Corp
CLOSED031,589-31,589-100%$1.6M$0-$1.6M2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED030,427-30,427-100%$1.5M$0-$1.5M2026-10-27
Veracity Capital LLC
CLOSED024,020-24,020-100%$1.2M$0-$1.2M2026-10-08
Aviance Capital Partners, LLC
CLOSED020,964-20,964-100%$1.1M$0-$1.1M2026-10-29
Evergreen Advisors, LLC
CLOSED020,050-20,050-100%$1.0M$0-$1.0M2026-10-28
Apex Wealth Management, LLC
CLOSED016,799-16,799-100%$849.7K$0-$849.7K2026-10-20
J. Derek Lewis & Associates Inc.
CLOSED015,704-15,704-100%$794.3K$0-$794.3K2026-11-03
Cedar Mountain Advisors, LLC
CLOSED015,516-15,516-100%$784.8K$0-$784.8K2026-10-15
Hassell Wealth Management, LLC
CLOSED014,903-14,903-100%$749.0K$0-$749.0K2026-10-19
Ryan Investment Management, Inc.
CLOSED014,501-14,501-100%$733.5K$0-$733.5K2026-10-20
Sightline Wealth Advisors, LLC
CLOSED013,927-13,927-100%$704.4K$0-$704.4K2026-10-21
Lebenthal Global Advisors, LLC
CLOSED013,181-13,181-100%$666.7K$0-$666.7K2026-10-28
PFW Advisors LLC
CLOSED012,140-12,140-100%$614.0K$0-$614.0K2026-10-07
Krilogy Financial LLC
CLOSED09,439-9,439-100%$477.4K$0-$477.4K2026-10-13
Avestar Capital, LLC
CLOSED09,227-9,227-100%$466.7K$0-$466.7K2026-10-28
Winebrenner Capital Management LLC
CLOSED09,047-9,047-100%$457.6K$0-$457.6K2026-10-07
Wealth Management Nebraska
CLOSED07,397-7,397-100%$374.1K$0-$374.1K2026-10-26
Members Wealth LLC
CLOSED07,060-7,060-100%$357.1K$0-$357.1K2026-10-20
Accurate Wealth Management, LLC
CLOSED06,432-6,432-100%$323.8K$0-$323.8K2026-10-20
Sage Rhino Capital LLC
CLOSED06,394-6,394-100%$323.4K$0-$323.4K2026-10-28
Sterling Wealth Management, Inc.
CLOSED06,369-6,369-100%$322.1K$0-$322.1K2026-10-23
BlueChip Wealth Advisors LLC
CLOSED06,200-6,200-100%$313.6K$0-$313.6K2026-11-03
Shah Wealth Advisors, LLC
CLOSED06,151-6,151-100%$311.1K$0-$311.1K2026-11-06
Falcon Wealth Planning
CLOSED06,130-6,130-100%$310.0K$0-$310.0K2026-11-06
Paragon Advisors, LLC
CLOSED05,960-5,960-100%$301.5K$0-$301.5K2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
CLOSED05,940-5,940-100%$300.4K$0-$300.4K2026-10-13
Sierra Summit Advisors LLC
CLOSED05,840-5,840-100%$295.4K$0-$295.4K2026-10-28
Verisail Partners, LLC
CLOSED05,501-5,501-100%$278.2K$0-$278.2K2026-10-19
JHP Wealth Management, LLC
CLOSED05,447-5,447-100%$275.5K$0-$275.5K2026-11-06
Abacus Wealth Partners, LLC
CLOSED05,289-5,289-100%$267.5K$0-$267.5K2026-11-03
KPP Advisory Services LLC
CLOSED04,764-4,764-100%$241.0K$0-$241.0K2026-10-26
Transcendent Capital Group LLC
CLOSED04,743-4,743-100%$239.9K$0-$239.9K2026-10-28
Opulen Financial Group LLC
CLOSED04,719-4,719-100%$238.7K$0-$238.7K2026-10-22
Bison Wealth, LLC
CLOSED04,597-4,597-100%$232.3K$0-$232.3K2026-10-13
Innovative Wealth Building LLC
CLOSED04,511-4,511-100%$228.2K$0-$228.2K2026-10-14
Citizens & Northern Corp
CLOSED04,503-4,503-100%$227.8K$0-$227.8K2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
CLOSED04,426-4,426-100%$223.9K$0-$223.9K2026-10-14
Belleair Asset Management, LLC
CLOSED04,390-4,390-100%$222.0K$0-$222.0K2026-11-03
Opus Financial Solutions LLC
CLOSED04,374-4,374-100%$221.2K$0-$221.2K2026-11-06
Tennessee Valley Asset Management Partners
CLOSED04,370-4,370-100%$221.1K$0-$221.1K2026-11-03
Aspen Wealth Management LLC
CLOSED04,164-4,164-100%$210.6K$0-$210.6K2026-10-14
Arsenal Capital Advisors LLC
CLOSED04,158-4,158-100%$210.3K$0-$210.3K2026-11-02
Hamilton Capital, LLC
CLOSED04,142-4,142-100%$209.5K$0-$209.5K2026-10-08
Hutchens & Kramer Investment Management Group, LLC
CLOSED04,126-4,126-100%$208.7K$0-$208.7K2026-10-16
Spinnaker Investment Group, LLC
CLOSED04,087-4,087-100%$206.7K$0-$206.7K2026-10-13
IVC Wealth Advisors LLC
CLOSED04,071-4,071-100%$205.9K$0-$205.9K2026-10-23
Swmg, LLC
CLOSED04,019-4,019-100%$202.1K$0-$202.1K2026-10-23
Annex Advisory Services, LLC
CLOSED04,014-4,014-100%$203.0K$0-$203.0K2026-10-16
Evolution Wealth Management Inc.
CLOSED02,611-2,611-100%$132.1K$0-$132.1K2026-10-28
RHL Group, LLC
CLOSED01,986-1,986-100%$101.3K$0-$101.3K2026-11-04
Trifecta Capital Advisors, LLC
CLOSED01,407-1,407-100%$71.2K$0-$71.2K2026-10-21
NBT Bank, N.A.
CLOSED0560-560-100%$28.3K$0-$28.3K2026-10-21
True Wealth Design, LLC
CLOSED0525-525-100%$26.6K$0-$26.6K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED0453-453-100%$23.0K$0-$23.0K2026-10-14
Nemes Rush Group LLC
CLOSED0330-330-100%$16.7K$0-$16.7K2026-11-04
Institute for Wealth Management, Llc.
CLOSED0250-250-100%$12.6K$0-$12.6K2026-11-06
Salem Investment Counselors Inc
CLOSED0140-140-100%$7.1K$0-$7.1K2026-10-13
Nvwm, LLC
CLOSED056-56-100%$2.8K$0-$2.8K2026-10-14
Ascentis Wealth Management, LLC
CLOSED021-21-100%$1.1K$0-$1.1K2026-11-03
American Capital Advisory, LLC
CLOSED012-12-100%$607$0-$6072026-10-28
JPMorgan Chase & Co
N/A—54,850,518-54,850,518-100%$2.8B———
Northwestern Mutual Wealth Management Co
N/A—38,222,195-38,222,195-100%$1.9B———
Morgan Stanley
N/A—27,969,204-27,969,204-100%$1.4B———
Raymond James Financial Inc
N/A—26,966,940-26,966,940-100%$1.4B———
Wealthfront Advisers LLC
N/A—26,083,419-26,083,419-100%$1.3B———
Charles Schwab Investment Management Inc
N/A—23,006,893-23,006,893-100%$1.2B———
FMR LLC
N/A—21,371,891-21,371,891-100%$1.1B———
SEI Investments Co
N/A—15,843,041-15,843,041-100%$801.3M———
Wells Fargo & Company
N/A—14,838,724-14,838,724-100%$750.5M———
Northern Trust Corp
N/A—14,811,340-14,811,340-100%$749.2M———
Bank of America Corp
N/A—13,964,302-13,964,302-100%$706.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,190,508-13,190,508-100%$667.2M———
Mercer Global Advisors Inc
N/A—11,479,867-11,479,867-100%$580.7M———
Jones Financial Companies Lllp
N/A—10,675,389-10,675,389-100%$539.8M———
Franklin Resources Inc
N/A—7,174,048-7,174,048-100%$362.9M———
Betterment LLC
N/A—7,061,952-7,061,952-100%$357.2M———
Envestnet Asset Management Inc
N/A—5,852,832-5,852,832-100%$296.0M———
Mariner, LLC
N/A—4,779,573-4,779,573-100%$241.8M———
UBS Group AG
N/A—4,522,126-4,522,126-100%$228.7M———
RWA Wealth Partners, LLC
N/A—4,476,441-4,476,441-100%$226.4M———
Cerity Partners LLC
N/A—4,415,366-4,415,366-100%$223.3M———
Vanguard Advisers Inc
N/A—4,362,459-4,362,459-100%$220.7M———
Royal Bank of Canada
N/A—3,756,633-3,756,633-100%$190.0M———
Ameriprise Financial Inc
N/A—3,427,973-3,427,973-100%$173.5M———
Jane Street Group, LLC
N/A—2,754,583-2,754,583-100%$139.3M———
HighTower Advisors, LLC
N/A—2,708,884-2,708,884-100%$137.0M———
Pathstone Holdings, LLC
N/A—2,474,937-2,474,937-100%$125.2M———
Members Trust Co
N/A—2,454,801-2,454,801-100%$124.2M———
OneDigital Investment Advisors LLC
N/A—2,289,562-2,289,562-100%$115.8M———
Osaic Holdings, Inc.
N/A—2,240,261-2,240,261-100%$113.3M———
Sequoia Financial Advisors, LLC
N/A—2,073,127-2,073,127-100%$104.9M———
GeoWealth Management, LLC
N/A—1,891,755-1,891,755-100%$95.7M———
SCS Capital Management LLC
N/A—1,829,597-1,829,597-100%$92.5M———
EP Wealth Advisors, LLC
N/A—1,826,588-1,826,588-100%$92.4M———
Renaissance Technologies LLC
N/A—1,776,200-1,776,200-100%$89.8M———
Baird Financial Group, Inc.
N/A—1,732,100-1,732,100-100%$87.6M———
Stifel Financial Corp
N/A—1,653,614-1,653,614-100%$83.6M———
MBB Public Markets I LLC
N/A—1,614,405-1,614,405-100%$81.7M———
Composition Wealth, LLC
N/A—1,594,643-1,594,643-100%$80.7M———
Integrated Wealth Concepts LLC
N/A—1,577,972-1,577,972-100%$79.8M———
Tiaa Wealth Investment Management LLC
N/A—1,560,240-1,560,240-100%$78.9M———
Sanctuary Advisors, LLC
N/A—1,414,356-1,414,356-100%$71.5M———
Bleakley Financial Group, LLC
N/A—1,372,365-1,372,365-100%$69.4M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,371,433-1,371,433-100%$69.4M———
Cetera Investment Advisers
N/A—1,273,913-1,273,913-100%$64.4M———
Logan Stone Capital, LLC
N/A—1,267,176-1,267,176-100%$64.1M———
Focus Partners Wealth
N/A—1,095,147-1,095,147-100%$55.4M———
Beacon Pointe Advisors, LLC
N/A—1,057,630-1,057,630-100%$53.5M———
MML Investors Services, LLC
N/A—1,007,730-1,007,730-100%$51.0M———
NewEdge Advisors, LLC
N/A—966,651-966,651-100%$48.9M———
Topsail Wealth Management, LLC
N/A—942,001-942,001-100%$47.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—931,751-931,751-100%$47.1M———
M&T Bank Corp
N/A—926,398-926,398-100%$46.9M———
Fort Point Capital Partners LLC
N/A—878,929-878,929-100%$44.5M———
Beaird Harris Wealth Management, LLC
N/A—875,617-875,617-100%$44.3M———
Financial Engines Advisors L.L.C.
N/A—859,684-859,684-100%$43.5M———
One Capital Management, LLC
N/A—845,847-845,847-100%$42.2M———
Sunflower Bank, N.A.
N/A—840,472-840,472-100%$42.5M———
Nicolet Bankshares Inc
N/A—789,092-789,092-100%$39.9M———
Goldman Sachs Group Inc
N/A—775,081-775,081-100%$39.2M———
BSW Wealth Partners
N/A—737,502-737,502-100%$37.3M———
Bragg Financial Advisors, Inc
N/A—704,588-704,588-100%$35.6M———
Manning & Napier Advisors LLC
N/A—681,741-681,741-100%$34.5M———
Wealthspire Advisors, LLC
N/A—661,660-661,660-100%$33.5M———
Astoria Strategic Wealth, Inc.
N/A—654,348-654,348-100%$33.1M———
Stamos Capital Partners, L.P.
N/A—647,007-647,007-100%$32.7M———
UBS Asset Management Americas LLC
N/A—564,416-564,416-100%$28.5M———
Quotient Wealth Partners, LLC
N/A—544,427-544,427-100%$27.5M———
One Wealth Advisors, LLC
N/A—543,493-543,493-100%$27.5M———
Rivernorth Capital Management, LLC
N/A—541,385-541,385-100%$27.4M———
Waverly Advisors, LLC
N/A—536,744-536,744-100%$27.1M———
Tiaa Trust, National Association
N/A—528,793-528,793-100%$26.7M———
State Farm Mutual Automobile Insurance Co
N/A—520,223-520,223-100%$26.3M———
Regimen Wealth, LLC
N/A—519,938-519,938-100%$26.3M———
Vanguard Capital Management LLC
N/A—513,500-513,500-100%$26.0M———
Natixis Advisors, LLC
N/A—507,133-507,133-100%$25.7M———
American Century Companies Inc
N/A—467,800-467,800-100%$23.7M———
Hirtle & Co., LLC
N/A—460,205-460,205-100%$23.3M———
Lazard Asset Management LLC
N/A—452,148-452,148-100%$22.9M———
Brown Advisory Inc
N/A—425,588-425,588-100%$21.5M———
Captrust Financial Advisors
N/A—414,814-414,814-100%$21.0M———
Vanguard National Trust Co
N/A—390,059-390,059-100%$19.7M———
&partners
N/A—382,404-382,404-100%$19.3M———
Steward Partners Investment Advisory, LLC
N/A—370,653-370,653-100%$18.7M———
Prudential Financial Inc
N/A—327,500-327,500-100%$16.6M———
Passive Capital Management, Llc.
N/A—317,901-317,901-100%$16.0M———
MidFirst Bank
N/A—315,544-315,544-100%$16.0M———
Equitable Holdings, Inc.
N/A—315,384-315,384-100%$16.0M———
Quantinno Capital Management LP
N/A—311,946-311,946-100%$15.8M———
Fiduciary Trust Co
N/A—311,026-311,026-100%$15.7M———
Smithfield Trust Co
N/A—309,610-309,610-100%$15.7M———
State of Wisconsin Investment Board
N/A—309,000-309,000-100%$15.6M———
Foster & Motley Inc
N/A—304,842-304,842-100%$15.4M———
Bank of Hawaii
N/A—271,993-271,993-100%$13.8M———
Stratos Wealth Partners, Ltd.
N/A—271,735-271,735-100%$13.7M———
Elm Partners Management LLC
N/A—267,541-267,541-100%$13.5M———
Empower Advisory Group, LLC
N/A—267,479-267,479-100%$13.5M———
Citadel Advisors LLC
N/A—260,766-260,766-100%$13.2M———
Mayflower Financial Advisors, LLC
N/A—260,648-260,648-100%$13.2M———
L2 Asset Management, LLC
N/A—255,713-255,713-100%$12.9M———
Private Advisor Group, LLC
N/A—243,977-243,977-100%$12.3M———
Rockefeller Capital Management L.P.
N/A—221,538-221,538-100%$11.2M———
Tidal Investments LLC
N/A—220,727-220,727-100%$11.1M———
Spirepoint Private Client, LLC
N/A—216,474-216,474-100%$10.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—208,792-208,792-100%$10.6M———
Aptus Capital Advisors, LLC
N/A—200,043-200,043-100%$10.1M———
Jacobson & Schmitt Advisors, LLC
N/A—199,739-199,739-100%$10.1M———
O'shaughnessy Asset Management, LLC
N/A—197,095-197,095-100%$10.0M———
Summit Wealth Group, LLC
N/A—189,684-189,684-100%$9.6M———
Keebeck Wealth Management
N/A—188,601-188,601-100%$9.5M———
Smartleaf Asset Management LLC
N/A—184,559-184,559-100%$9.3M———
Arax Advisory Partners
N/A—183,053-183,053-100%$9.3M———
Cardiff Park Advisors, LLC
N/A—182,122-182,122-100%$9.2M———
Pinnacle Financial Partners, Inc.
N/A—179,733-179,733-100%$9.1M———
MAI Capital Management
N/A—177,204-177,204-100%$9.0M———
Benjamin Edwards Inc
N/A—175,254-175,254-100%$8.9M———
Schiavi & Co LLC
N/A—174,705-174,705-100%$8.8M———
IEQ Capital, LLC
N/A—168,675-168,675-100%$8.5M———
Elequin Capital, LP
N/A—167,788-167,788-100%$8.5M———
Summit Financial, LLC
N/A—163,196-163,196-100%$8.3M———
Great Valley Advisor Group, Inc.
N/A—154,814-154,814-100%$7.8M———
Gotham Asset Management, LLC
N/A—153,000-153,000-100%$7.7M———
Edgestream Partners, L.P.
N/A—152,996-152,996-100%$7.7M———
Principal Securities, Inc.
N/A—152,584-152,584-100%$7.7M———
CIBC Bancorp USA Inc.
N/A—151,662-151,662-100%$7.7M———
Global Retirement Partners, LLC
N/A—144,730-144,730-100%$7.3M———
Harbour Investments, Inc.
N/A—143,614-143,614-100%$7.3M———
Zevin Asset Management LLC
N/A—139,841-139,841-100%$7.1M———
Janney Montgomery Scott LLC
N/A—139,757-139,757-100%$7.1M———
Dravo BAY LLC
N/A—139,649-139,649-100%$7.1M———
Stembrook Asset Management, LLC
N/A—136,900-136,900-100%$6.9M———
Roberts Glore & Co Inc
N/A—134,286-134,286-100%$6.8M———
Dorsey & Whitney Trust Co LLC
N/A—133,561-133,561-100%$6.8M———
Capstone Financial Advisors, Inc.
N/A—129,470-129,470-100%$6.5M———
McNamara Financial Services, Inc.
N/A—128,747-128,747-100%$6.5M———
Odyssey Group, LLC
N/A—128,089-128,089-100%$6.5M———
Susquehanna International Group, LLP
N/A—126,797-126,797-100%$6.4M———
Zhang Financial LLC
N/A—126,633-126,633-100%$6.4M———
Stephens Inc
N/A—119,242-119,242-100%$6.0M———
Douglass Winthrop Advisors, LLC
N/A—118,962-118,962-100%$6.0M———
Pure Financial Advisors, LLC
N/A—115,981-115,981-100%$5.9M———
Stonebridge Capital Advisors LLC
N/A—115,895-115,895-100%$5.9M———
Asset Management Group, Inc.
N/A—114,281-114,281-100%$5.8M———
Consilio Wealth Advisors, LLC
N/A—110,476-110,476-100%$5.6M———
Sanchez Levi Garrett
N/A—110,359-110,359-100%$5.6M———
Centaurus Financial, Inc.
N/A—110,221-110,221-100%$5.6M———
Capital Analysts, LLC
N/A—108,758-108,758-100%$5.5M———
Cascade Financial Partners, LLC
N/A—108,208-108,208-100%$5.5M———
Argent Trust Co
N/A—107,636-107,636-100%$5.4M———
IHT Wealth Management, LLC
N/A—107,313-107,313-100%$5.4M———
WealthCollab, LLC
N/A—104,834-104,834-100%$5.3M———
Tilson Financial Group, Inc.
N/A—100,166-100,166-100%$5.1M———
BTG Pactual Asset Management US LLC
N/A—99,662-99,662-100%$5.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—99,381-99,381-100%$5.0M———
Grand Wealth Management, LLC
N/A—98,941-98,941-100%$5.0M———
RiverGlades Family Offices LLC
N/A—97,259-97,259-100%$4.9M———
Modern Wealth Management, LLC
N/A—97,099-97,099-100%$4.9M———
Finhabits Advisors LLC
N/A—96,556-96,556-100%$4.9M———
Bcgm Wealth Management, LLC
N/A—96,216-96,216-100%$4.9M———
Advisory Services Network, LLC
N/A—94,077-94,077-100%$4.8M———
TPG Financial Advisors, LLC
N/A—92,341-92,341-100%$4.7M———
LifePlan Investment Advisors, Inc.
N/A—92,314-92,314-100%$4.7M———
Nwam LLC
N/A—92,056-92,056-100%$4.7M———
Focus Partners Advisor Solutions, LLC
N/A—90,777-90,777-100%$4.6M———
Glassman Wealth Services
N/A—90,554-90,554-100%$4.6M———
Wealth Alliance, LLC
N/A—88,858-88,858-100%$4.5M———
World Investment Advisors
N/A—88,631-88,631-100%$4.4M———
Main Street Financial Solutions, LLC
N/A—84,317-84,317-100%$4.3M———
FourThought Financial Partners, LLC
N/A—83,331-83,331-100%$4.2M———
First American Trust, FSB
N/A—82,544-82,544-100%$4.2M———
Sargent Investment Group, LLC
N/A—82,463-82,463-100%$4.2M———
American Investment Services, Inc.
N/A—82,194-82,194-100%$4.2M———
Savvy Advisors, Inc.
N/A—81,394-81,394-100%$4.1M———
Christine Messmer PC
N/A—80,925-80,925-100%$4.1M———
Cresset Asset Management, LLC
N/A—80,395-80,395-100%$4.1M———
Compass Advisory Group LLC
N/A—80,148-80,148-100%$4.1M———
Kelman-Lazarov, Inc.
N/A—79,932-79,932-100%$4.0M———
Invst, LLC
N/A—79,380-79,380-100%$4.0M———
Kingsview Wealth Management, LLC
N/A—79,291-79,291-100%$4.0M———
Vestmark Advisory Solutions, Inc.
N/A—79,213-79,213-100%$4.0M———
TD Capital Management LLC
N/A—77,736-77,736-100%$3.9M———
United Capital Financial Advisors, LLC
N/A—75,071-75,071-100%$3.8M———
TRB Wealth Management, LLC
N/A—73,659-73,659-100%$3.7M———
Blair William & Co
N/A—73,067-73,067-100%$3.7M———
Conquis Financial LLC
N/A—69,749-69,749-100%$3.5M———
Envestnet Portfolio Solutions, Inc.
N/A—69,537-69,537-100%$3.5M———
Midwestern Financial, LLC
N/A—69,173-69,173-100%$3.5M———
Rockbridge Investment Management, LCC
N/A—68,689-68,689-100%$3.5M———
Bluespring Wealth Management, LLC
N/A—68,328-68,328-100%$3.5M———
Manhattan West Asset Management, LLC
N/A—67,104-67,104-100%$3.4M———
Shared Vision Wealth Group LLC
N/A—66,942-66,942-100%$3.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—66,426-66,426-100%$3.4M———
Eaton Financial Holdings Company, LLC
N/A—66,319-66,319-100%$3.4M———
Traction Financial Partners, LLC
N/A—66,230-66,230-100%$3.3M———
Eaton-Cambridge Inc.
N/A—66,144-66,144-100%$3.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—66,104-66,104-100%$3.3M———
Mutual Advisors, LLC
N/A—65,220-65,220-100%$3.3M———
Hancock Whitney Corp
N/A—64,684-64,684-100%$3.3M———
Strathmore Capital Advisors, Inc.
N/A—63,367-63,367-100%$3.2M———
C M Bidwell & Associates LTD
N/A—62,530-62,530-100%$3.2M———
VSM Wealth Advisory, LLC
N/A—62,145-62,145-100%$3.1M———
Planwiser Financial, LLC
N/A—62,046-62,046-100%$3.1M———
Advyzon Investment Management, LLC
N/A—61,717-61,717-100%$3.1M———
TAGStone Capital, Inc.
N/A—60,827-60,827-100%$3.1M———
SageView Advisory Group, LLC
N/A—60,691-60,691-100%$3.1M———
O'rourke & Company, Inc
N/A—60,330-60,330-100%$3.1M———
Financial Strategies Group, Inc.
N/A—60,045-60,045-100%$3.0M———
Cary Street Partners Financial LLC
N/A—59,673-59,673-100%$3.0M———
Fidelis Capital Partners, LLC
N/A—58,482-58,482-100%$3.0M———
Cambridge Associates LLC
N/A—57,113-57,113-100%$2.9M———
Moneta Group Investment Advisors LLC
N/A—56,827-56,827-100%$2.9M———
ST Germain D J Co Inc
N/A—55,962-55,962-100%$2.8M———
Cahill Financial Advisors Inc
N/A—55,811-55,811-100%$2.8M———
Stokes Family Office, LLC
N/A—54,081-54,081-100%$2.7M———
Financial Plan, Inc.
N/A—53,422-53,422-100%$2.7M———
Atlantic Union Bankshares Corp
N/A—52,550-52,550-100%$2.7M———
GW&K Investment Management, LLC
N/A—52,266-52,266-100%$2.6M———
Bessemer Group Inc
N/A—52,205-52,205-100%$2.6M———
Theory Financial LLC
N/A—51,756-51,756-100%$2.6M———
Rialto Wealth Management, LLC
N/A—51,419-51,419-100%$2.6M———
Dakota Wealth Management
N/A—50,923-50,923-100%$2.6M———
Independent Advisor Alliance
N/A—50,735-50,735-100%$2.6M———
SlateStone Wealth, LLC
N/A—49,416-49,416-100%$2.5M———
Prairieview Wealth Partners, LLC
N/A—48,067-48,067-100%$2.4M———
IFG Advisory, LLC
N/A—47,535-47,535-100%$2.4M———
Spartan Wealth Advisory Services LLC
N/A—46,741-46,741-100%$2.4M———
Petra Financial Advisors Inc
N/A—46,125-46,125-100%$2.3M———
Howe & Rusling Inc
N/A—45,871-45,871-100%$2.3M———
Truepoint, Inc.
N/A—45,589-45,589-100%$2.3M———
Alesco Advisors, LLC, An ESL Co
N/A—45,530-45,530-100%$2.3M———
Plum Street Advisors, LLC
N/A—44,471-44,471-100%$2.2M———
Old Mission Capital LLC
N/A—44,136-44,136-100%$2.2M———
Glassy Mountain Advisors, Inc.
N/A—44,072-44,072-100%$2.2M———
Steelhead Wealth Management LLC
N/A—43,428-43,428-100%$2.2M———
BFC Planning, Inc.
N/A—43,030-43,030-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—42,864-42,864-100%$2.2M———
Cary Street Partners Investment Advisory LLC
N/A—41,580-41,580-100%$2.1M———
Meridian Wealth Partners, LLC
N/A—41,159-41,159-100%$2.1M———
Glen Eagle Advisors, LLC
N/A—40,974-40,974-100%$2.1M———
Forum Private Client Group LLC
N/A—40,973-40,973-100%$2.1M———
Proffitt & Goodson Inc
N/A—40,872-40,872-100%$2.1M———
Prospect Financial Services LLC
N/A—40,780-40,780-100%$2.1M———
Wrapmanager Inc
N/A—40,676-40,676-100%$2.1M———
Freestone Capital Holdings, LLC
N/A—40,612-40,612-100%$2.1M———
Hexagon Capital Partners LLC
N/A—40,393-40,393-100%$2.0M———
Xcelsior Advisor Partners LLC
N/A—40,134-40,134-100%$2.0M———
Wealthspire Retirement, LLC
N/A—39,806-39,806-100%$2.0M———
Commerce Bank
N/A—39,652-39,652-100%$2.0M———
Note Advisors, LLC
N/A—38,465-38,465-100%$1.9M———
Miller Capital Partners, Inc.
N/A—38,325-38,325-100%$1.9M———
Cascade Wealth Advisors, Inc
N/A—37,460-37,460-100%$1.9M———
Insigneo Advisory Services, LLC
N/A—37,283-37,283-100%$1.9M———
Integrity Wealth Solutions LLC
N/A—36,610-36,610-100%$1.9M———
Prestige Wealth Management Group LLC
N/A—36,481-36,481-100%$1.8M———
Disciplined Investments, LLC
N/A—36,095-36,095-100%$1.8M———
Navalign, LLC
N/A—36,067-36,067-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—35,792-35,792-100%$1.8M———
First National Bank of Omaha
N/A—34,986-34,986-100%$1.8M———
Pacific Point Advisors, LLC
N/A—34,678-34,678-100%$1.8M———
Family Manage LLC
N/A—34,602-34,602-100%$1.8M———
Arkadios Wealth Advisors
N/A—34,235-34,235-100%$1.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—34,164-34,164-100%$1.7M———
Continuum Advisory, LLC
N/A—34,116-34,116-100%$1.7M———
Access Financial Services, Inc.
N/A—33,810-33,810-100%$1.7M———
SSA Swiss Advisors AG
N/A—33,592-33,592-100%$1.7M———
Sfmg, LLC
N/A—33,561-33,561-100%$1.7M———
Curtis Wealth Management LLC
N/A—33,144-33,144-100%$1.7M———
Regal Investment Advisors LLC
N/A—32,726-32,726-100%$1.7M———
Qube Research & Technologies Ltd
N/A—32,457-32,457-100%$1.6M———
Integrated Wealthcare, LLC
N/A—30,058-30,058-100%$1.5M———
Strategic Financial Services, Inc.
N/A—29,650-29,650-100%$1.5M———
HighPoint Advisor Group LLC
N/A—29,611-29,611-100%$1.5M———
Oak Wealth Advisors LLC
N/A—29,449-29,449-100%$1.5M———
Cornerstone Financial Management LLC
N/A—29,248-29,248-100%$1.5M———
Hanover Advisors Inc
N/A—28,186-28,186-100%$1.4M———
Bank of Montreal
N/A—27,785-27,785-100%$1.4M———
Capital Group Private Client Services, Inc.
N/A—27,699-27,699-100%$1.4M———
Crabel Capital Management, LLC
N/A—27,144-27,144-100%$1.4M———
Karpus Management, Inc.
N/A—27,022-27,022-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—26,772-26,772-100%$1.4M———
Lansing Street Advisors
N/A—26,461-26,461-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—26,352-26,352-100%$1.3M———
Burling Wealth Partners, LLC
N/A—26,164-26,164-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—26,036-26,036-100%$1.3M———
HHM Wealth Advisors, LLC
N/A—25,741-25,741-100%$1.3M———
Harbour Investment Management LLC
N/A—24,945-24,945-100%$1.3M———
Bouchey Financial Group, Ltd.
N/A—24,709-24,709-100%$1.2M———
Eldridge Investment Advisors, Inc.
N/A—24,303-24,303-100%$1.2M———
NewEdge Wealth, LLC
N/A—24,215-24,215-100%$1.2M———
Bienville Capital Management, LLC
N/A—24,050-24,050-100%$1.2M———
5T Wealth, LLC
N/A—23,989-23,989-100%$1.2M———
Sierra Capital LLC
N/A—23,830-23,830-100%$1.2M———
CreativeOne Wealth, LLC
N/A—23,803-23,803-100%$1.2M———
Ogorek Anthony Joseph
N/A—23,780-23,780-100%$1.2M———
Fiduciary Wealth Partners, LLC
N/A—23,452-23,452-100%$1.2M———
XTX Topco Ltd
N/A—23,232-23,232-100%$1.2M———
Park Place Capital Corp
N/A—22,772-22,772-100%$1.2M———
CFO4Life Group, LLC
N/A—22,647-22,647-100%$1.1M———
Western Wealth Management, LLC
N/A—22,565-22,565-100%$1.1M———
WealthShield Partners, LLC
N/A—22,124-22,124-100%$1.1M———
Fairview Capital Investment Management, LLC
N/A—22,050-22,050-100%$1.1M———
AE Wealth Management LLC
N/A—21,879-21,879-100%$1.1M———
Daybright Advisory Services, Inc.
N/A—21,825-21,825-100%$1.1M———
BlackRock, Inc.
N/A—21,675-21,675-100%$1.1M———
AQR Capital Management LLC
N/A—21,283-21,283-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—20,312-20,312-100%$1.0M———
Carter Financial, LLC
N/A—20,273-20,273-100%$1.0M———
Bristlecone Value Partners, LLC
N/A—20,188-20,188-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—19,860-19,860-100%$1.0M———
Dimension Capital Management LLC
N/A—19,840-19,840-100%$1.0M———
Taylor Hoffman Capital Management LLC
N/A—19,530-19,530-100%$987.8K———
Brio Consultants, LLC
N/A—19,368-19,368-100%$979.6K———
Silver Coast Investments LLC
N/A—19,195-19,195-100%$970.9K———
Kastel Capital Advisors, LLC
N/A—19,097-19,097-100%$952.7K———
Seaside Wealth Management, Inc.
N/A—19,021-19,021-100%$962.1K———
Range Advisory, LLC
N/A—18,478-18,478-100%$934.6K———
Peak Retirement Planning, Inc.
N/A—17,446-17,446-100%$882.4K———
Flputnam Investment Management Co
N/A—17,199-17,199-100%$869.9K———
Ethos Financial Group, LLC
N/A—16,905-16,905-100%$855.1K———
Seeds Investor LLC
N/A—16,784-16,784-100%$848.9K———
Foundations Investment Advisors, LLC
N/A—16,777-16,777-100%$848.6K———
Chilton Investment Co Inc.
N/A—16,460-16,460-100%$832.5K———
Ponta Wealth Partners, LLC
N/A—16,298-16,298-100%$824.4K———
Conscious Wealth Investments, LLC
N/A—16,283-16,283-100%$813.3K———
PFG Investments, LLC
N/A—16,127-16,127-100%$815.7K———
Whittier Trust Co of Nevada Inc
N/A—16,113-16,113-100%$812.4K———
Keating Financial Advisory Services, Inc.
N/A—16,013-16,013-100%$809.9K———
Tribridge Partners Financial LLC
N/A—15,594-15,594-100%$774.9K———
FLC Capital Advisors
N/A—15,571-15,571-100%$787.6K———
Veridan Wealth LLC
N/A—15,535-15,535-100%$785.7K———
Mason Investment Advisory Services, Inc.
N/A—15,449-15,449-100%$781.4K———
Davis Wealth Advisors, LLC
N/A—15,154-15,154-100%$766.5K———
Evernest Financial Advisors, LLC
N/A—14,985-14,985-100%$757.9K———
Peregrine Asset Advisers, Inc.
N/A—14,886-14,886-100%$752.9K———
Faithward Advisors, LLC
N/A—14,783-14,783-100%$747.7K———
CVA Family Office, LLC
N/A—14,608-14,608-100%$738.9K———
Sovereign Financial Group, Inc.
N/A—14,544-14,544-100%$735.6K———
Hilltop Partners LLC
N/A—14,512-14,512-100%$734.0K———
Roundview Capital LLC
N/A—14,495-14,495-100%$733.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—14,128-14,128-100%$714.6K———
Maripau Wealth Management LLC
N/A—14,119-14,119-100%$714.2K———
Callan Family Office, LLC
N/A—14,056-14,056-100%$711.0K———
Bravera Wealth
N/A—13,934-13,934-100%$704.8K———
RED Reef Advisors LLC
N/A—13,647-13,647-100%$690.3K———
Icon Wealth Advisors, LLC
N/A—13,515-13,515-100%$683.6K———
Paladin Advisory Group, LLC
N/A—13,466-13,466-100%$681.1K———
Private Wealth Asset Management, LLC
N/A—13,252-13,252-100%$670.3K———
OneAscent Financial Services LLC
N/A—13,183-13,183-100%$666.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—13,139-13,139-100%$664.6K———
Mosaic Family Wealth Partners, LLC
N/A—13,043-13,043-100%$659.7K———
WCG Wealth Advisors LLC
N/A—13,033-13,033-100%$659.2K———
Keel Point, LLC
N/A—12,997-12,997-100%$657.4K———
Gladstone Institutional Advisory LLC
N/A—12,994-12,994-100%$657.2K———
West Michigan Advisors, LLC
N/A—12,946-12,946-100%$654.8K———
Hyundai Investments Co., Ltd.
N/A—12,923-12,923-100%$654.4K———
Westshore Wealth, LLC
N/A—12,876-12,876-100%$651.3K———
Cooperman Leon G
N/A—12,876-12,876-100%$651.3K———
Brand Asset Management Group, Inc.
N/A—12,813-12,813-100%$648.1K———
Planning Directions Inc
N/A—12,746-12,746-100%$644.7K———
Horizon Investments, LLC
N/A—12,719-12,719-100%$639.6K———
Aspen Wealth Strategies, LLC
N/A—12,602-12,602-100%$637.4K———
Core Wealth Advisors, Inc.
N/A—12,601-12,601-100%$637.4K———
Crews Bank & Trust
N/A—12,565-12,565-100%$635.5K———
Nuveen, LLC
N/A—12,394-12,394-100%$626.9K———
Sheridan Capital Management, LLC
N/A—12,050-12,050-100%$609.5K———
M. Kulyk & Associates, LLC
N/A—11,966-11,966-100%$605.2K———
Synergy Investment Management, LLC
N/A—11,936-11,936-100%$596.1K———
Wealthgarden F.S. LLC
N/A—11,845-11,845-100%$599.1K———
Geneos Wealth Management Inc.
N/A—11,722-11,722-100%$592.9K———
Astoria Portfolio Advisors Llc.
N/A—11,711-11,711-100%$592.3K———
Northstar Group, Inc.
N/A—11,688-11,688-100%$591.2K———
First Commonwealth Financial Corp
N/A—11,682-11,682-100%$590.9K———
Windward Private Wealth Management Inc.
N/A—11,593-11,593-100%$586.4K———
Huntington National Bank
N/A—11,500-11,500-100%$581.7K———
HSBC Holdings PLC
N/A—11,497-11,497-100%$581.5K———
FSA Advisors, Inc.
N/A—11,473-11,473-100%$579.2K———
Valley Financial Group, Inc.
N/A—11,351-11,351-100%$574.1K———
LM Advisors LLC
N/A—11,155-11,155-100%$565.0K———
Brown Brothers Harriman & Co
N/A—11,143-11,143-100%$563.6K———
Snowden Capital Advisors LLC
N/A—11,055-11,055-100%$559.2K———
First Manhattan Co. Llc.
N/A—11,049-11,049-100%$558.9K———
Barnes Wealth Management Group, Inc
N/A—11,028-11,028-100%$557.8K———
Quadrature Capital Ltd
N/A—11,014-11,014-100%$557.1K———
IF Advisors, LLC
N/A—11,000-11,000-100%$556.4K———
City National Bank of Florida
N/A—10,976-10,976-100%$555.2K———
SouthState Bank Corp
N/A—10,934-10,934-100%$553.0K———
Zacks Investment Management
N/A—10,848-10,848-100%$548.7K———
WFA of San Diego, LLC
N/A—10,746-10,746-100%$536.3K———
Kintra Wealth, LLC
N/A—10,681-10,681-100%$533.1K———
Magnolia Private Wealth, LLC
N/A—10,650-10,650-100%$538.7K———
Innovative Asset Advisors Group, LLC
N/A—10,609-10,609-100%$536.6K———
Neuberger Berman Group LLC
N/A—10,418-10,418-100%$526.9K———
Hobbs Group Advisors, LLC
N/A—10,255-10,255-100%$518.7K———
Boxwood Ventures, Inc.
N/A—10,190-10,190-100%$515.4K———
Lowe Brockenbrough & Co Inc
N/A—10,100-10,100-100%$510.9K———
Cedarwood Wealth LLC
N/A—9,905-9,905-100%$501.0K———
Croban
N/A—9,895-9,895-100%$500.5K———
Inspire Advisors, LLC
N/A—9,855-9,855-100%$498.5K———
Atlas Legacy Advisors, LLC
N/A—9,847-9,847-100%$498.1K———
Fiduciary Financial Advisors
N/A—9,834-9,834-100%$497.3K———
Shepherd Kaplan Krochuk, LLC
N/A—9,827-9,827-100%$497.1K———
Cannon Wealth Management Services, LLC
N/A—9,777-9,777-100%$494.5K———
Advisory Alpha, LLC
N/A—9,698-9,698-100%$490.5K———
Transcend Capital Advisors, LLC
N/A—9,652-9,652-100%$488.2K———
Mayport, LLC
N/A—9,338-9,338-100%$472.3K———
Johnson Investment Counsel Inc
N/A—9,277-9,277-100%$469.2K———
Ameritas Investment Partners, Inc.
N/A—9,275-9,275-100%$469.1K———
Operose Advisors LLC
N/A—9,030-9,030-100%$456.7K———
New Insight Wealth Advisors
N/A—9,028-9,028-100%$456.6K———
Pine Valley Investments Ltd Liability Co
N/A—8,918-8,918-100%$451.1K———
FFT Wealth Management LLC
N/A—8,394-8,394-100%$424.6K———
Keystone Financial Group
N/A—8,225-8,225-100%$416.0K———
Rothschild Wealth LLC
N/A—8,072-8,072-100%$408.3K———
Tandem Financial, LLC
N/A—7,969-7,969-100%$403.1K———
Cape COD Five Cents Savings Bank
N/A—7,802-7,802-100%$394.6K———
LaSalle St. Investment Advisors, LLC
N/A—7,755-7,755-100%$392.3K———
Essex Financial Services, Inc.
N/A—7,600-7,600-100%$384.4K———
Axis Wealth Partners, LLC
N/A—7,569-7,569-100%$382.8K———
Patron Partners, LLC
N/A—7,484-7,484-100%$378.5K———
Hershey Financial Advisers, LLC
N/A—7,466-7,466-100%$377.6K———
Cofg Advisors, LLC
N/A—7,232-7,232-100%$365.8K———
Wood Tarver Financial Group, LLC
N/A—7,232-7,232-100%$365.0K———
Granite Bay Wealth Management, LLC
N/A—7,224-7,224-100%$365.0K———
Hollencrest Capital Management
N/A—7,200-7,200-100%$364.2K———
PlanVest Financial, Inc
N/A—7,173-7,173-100%$362.8K———
Kirkwood Financial Services
N/A—7,167-7,167-100%$362.5K———
Strategic Wealth Partners, Ltd.
N/A—7,101-7,101-100%$359.2K———
Wayfinding Financial, LLC
N/A—6,999-6,999-100%$354.0K———
BNP Paribas Financial Markets
N/A—6,986-6,986-100%$353.4K———
SHP Wealth Management
N/A—6,927-6,927-100%$350.3K———
Liberty Square Wealth Partners LLC
N/A—6,820-6,820-100%$345.0K———
Olde Wealth Management, LLC
N/A—6,765-6,765-100%$342.0K———
Maridea Wealth Management LLC
N/A—6,739-6,739-100%$340.9K———
Westfuller Advisors, LLC
N/A—6,653-6,653-100%$336.5K———
JMG Financial Group, Ltd.
N/A—6,628-6,628-100%$335.2K———
Brookwood Investment Group LLC
N/A—6,574-6,574-100%$332.5K———
Mason & Associates Inc
N/A—6,492-6,492-100%$328.4K———
Lifeworks Advisors, LLC
N/A—6,434-6,434-100%$325.4K———
Hayek Kallen Investment Management
N/A—6,407-6,407-100%$324.0K———
Belpointe Asset Management LLC
N/A—6,305-6,305-100%$318.9K———
Ancora Advisors LLCA
N/A—6,261-6,261-100%$316.7K———
First Trust Advisors LP
N/A—6,252-6,252-100%$316.2K———
Orion Porfolio Solutions, LLC
N/A—6,207-6,207-100%$314.0K———
Summit Wealth Partners, LLC
N/A—6,196-6,196-100%$313.4K———
American Financial Advisors, LLC
N/A—6,023-6,023-100%$304.6K———
Wealth Management Associates, Inc.
N/A—6,022-6,022-100%$304.6K———
MB Generational Wealth, LLC
N/A—6,008-6,008-100%$303.9K———
Pandowealth. LLC
N/A—5,952-5,952-100%$301.1K———
Madison Wealth Partners, Inc
N/A—5,885-5,885-100%$297.6K———
Prudent Investors Network, Inc.
N/A—5,875-5,875-100%$297.2K———
Perennial Investment Advisors, LLC
N/A—5,861-5,861-100%$296.4K———
Keyvantage Wealth, LLC
N/A—5,860-5,860-100%$296.4K———
Dogwood Wealth Management LLC
N/A—5,840-5,840-100%$295.4K———
Compass Capital Corp
N/A—5,775-5,775-100%$287.9K———
Hillsdale Investment Management Inc.
N/A—5,740-5,740-100%$290.3K———
Oakmont Advisory Group, LLC
N/A—5,680-5,680-100%$287.3K———
IMA Advisory Services, Inc.
N/A—5,651-5,651-100%$285.8K———
Summitry LLC
N/A—5,630-5,630-100%$284.8K———
Hills Bank & Trust Co
N/A—5,614-5,614-100%$284.0K———
1832 Asset Management L.P.
N/A—5,536-5,536-100%$280.0K———
PAX Financial Group, LLC
N/A—5,533-5,533-100%$279.9K———
Ameriflex Group, Inc.
N/A—5,530-5,530-100%$279.7K———
Bridgewater Advisors Inc.
N/A—5,505-5,505-100%$272.6K———
Wick Capital Partners, LLC
N/A—5,470-5,470-100%$276.7K———
Lcnb Corp
N/A—5,468-5,468-100%$276.6K———
Ruggaard & Associates LLC
N/A—5,440-5,440-100%$275.2K———
Proactive Wealth Strategies LLC
N/A—5,430-5,430-100%$274.6K———
Legacy Wealth Managment, LLC
N/A—5,423-5,423-100%$274.3K———
National Bank of Canada
N/A—5,343-5,343-100%$269.0K———
Beacon Bridge Wealth Partners, LLC
N/A—5,332-5,332-100%$269.7K———
Colonial Trust Co / SC
N/A—5,275-5,275-100%$266.8K———
Kera Capital Partners, Inc.
N/A—5,182-5,182-100%$262.1K———
Capital Asset Managemnet, LLC
N/A—5,006-5,006-100%$253.2K———
Perissos Private Wealth Management, LLC
N/A—4,935-4,935-100%$249.6K———
Blom & Howell Financial Planning, Inc.
N/A—4,928-4,928-100%$249.3K———
Bridgewealth Advisory Group, LLC
N/A—4,914-4,914-100%$248.6K———
NI Acquisitions Company, LLC
N/A—4,877-4,877-100%$246.7K———
Duncan Williams Asset Management, LLC
N/A—4,775-4,775-100%$241.5K———
Pursuit Wealth Strategies, LLC
N/A—4,713-4,713-100%$238.4K———
Basecamp Wealth Advisors LLC
N/A—4,597-4,597-100%$232.5K———
Delos Wealth Advisors, LLC
N/A—4,502-4,502-100%$227.7K———
Silver OAK Securities, Incorporated
N/A—4,442-4,442-100%$224.7K———
Round Rock Advisors LLC
N/A—4,416-4,416-100%$223.4K———
Coppell Advisory Solutions LLC
N/A—4,406-4,406-100%$200.9K———
Donaldson Capital Management, LLC
N/A—4,351-4,351-100%$220.1K———
Leavell Investment Management, Inc.
N/A—4,167-4,167-100%$210.8K———
Orcam Financial Group
N/A—4,120-4,120-100%$208.4K———
Clare Market Investments LLC
N/A—4,000-4,000-100%$202.3K———
Wescott Financial Advisory Group, LLC
N/A—3,988-3,988-100%$201.7K———
Ketron Financial
N/A—3,966-3,966-100%$200.6K———
LRI Investments, LLC
N/A—3,463-3,463-100%$175.2K———
Raffa Wealth Management, LLC
N/A—3,463-3,463-100%$175.2K———
Hamrick Investment Counsel, llc
N/A—3,386-3,386-100%$171.3K———
BOK Financial Private Wealth, Inc.
N/A—3,284-3,284-100%$166.1K———
Millstone Evans Group, LLC
N/A—2,837-2,837-100%$143.5K———
Strategic Investment Solutions, Inc.
N/A—2,648-2,648-100%$133.9K———
Centennial Bank
N/A—2,333-2,333-100%$118.0K———
Bitterroot Capital Advisors LLC
N/A—2,035-2,035-100%$102.9K———
Crewe Advisors LLC
N/A—2,035-2,035-100%$102.9K———
Bollard Group LLC
N/A—1,894-1,894-100%$96.0K———
Godfrey Financial Associates, Inc.
N/A—1,825-1,825-100%$92.3K———
Whittier Trust Co
N/A—1,807-1,807-100%$91.3K———
Transamerica Financial Advisors, LLC
N/A—1,434-1,434-100%$72.5K———
Bogart Wealth, LLC
N/A—1,421-1,421-100%$71.9K———
Johnson Financial Group, Inc.
N/A—1,400-1,400-100%$70.8K———
Heritage Wealth Advisors
N/A—1,208-1,208-100%$61.1K———
JPL Wealth Management, LLC
N/A—1,192-1,192-100%$60.3K———
Hantz Financial Services, Inc.
N/A—1,117-1,117-100%$56.0K———
Fourth Dimension Wealth, LLC
N/A—1,100-1,100-100%$55.6K———
LGT Financial Advisors LLC
N/A—1,083-1,083-100%$54.8K———
Longview Financial Advisors LLC
N/A—1,035-1,035-100%$52.4K———
PIN OAK Investment Advisors Inc
N/A—900-900-100%$46———
Chesapeake Asset Management LLC
N/A—895-895-100%$45.3K———
SOA Wealth Advisors, Llc.
N/A—867-867-100%$43.9K———
Clear Street Group Inc.
N/A—850-850-100%$43.0K———
Nepc LLC
N/A—675-675-100%$34.1K———
Dunhill Financial, LLC
N/A—636-636-100%$32.2K———
Wellington-Altus USA Inc.
N/A—500-500-100%$24.9K———
Avalon Trust Co
N/A—497-497-100%$25.1K———
Federation des caisses Desjardins du Quebec
N/A—400-400-100%$20.2K———
Anchor Investment Management, LLC
N/A—320-320-100%$16.2K———
N.E.W. Advisory Services LLC
N/A—318-318-100%$16.1K———
Minot DeBlois Advisors LLC
N/A—250-250-100%$12.6K———
Greykasell Wealth Strategies, Inc.
N/A—139-139-100%$7.0K———
Mcguire Capital Advisors Inc
N/A—90-90-100%$4.6K———
Graney & King, LLC
N/A—81-81-100%$4.1K———
Rothschild Investment LLC
N/A—66-66-100%$3.4K———
Frazier Financial Advisors, LLC
N/A—65-65-100%$3.3K———
HFM Investment Advisors, LLC
N/A—51-51-100%$2.6K———
Strive Financial Group,LLC
N/A—23-23-100%$1.2K———
Showing 1498 of 1498 institutions