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Vanguard S&P 500 ETF (VOO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,957,776 from 6,623,289
Change+334,487 (+5%)
Value$4.9B (+$327.5M)
Filed 2026-11-06
Natixis
INCREASED
Shares5,114,945 from 4,306,256
Change+808,689 (+19%)
Value$3.6B (+$627.3M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares4,176,253 from 4,037,865
Change+138,388 (+3%)
Value$2.9B (+$153.7M)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares3,721,846 from 3,667,710
Change+54,136 (+1%)
Value$2.6B (+$89.5M)
Filed 2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares2,925,650 from 2,925,650
Change0 (0%)
Value$2.1B (+$41.1M)
Filed 2026-10-28
Meitav Investment House LTD
INCREASED
Shares2,912,192 from 2,501,606
Change+410,586 (+16%)
Value$2.0B (+$322.9M)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares2,447,239 from 2,353,485
Change+93,754 (+4%)
Value$1.7B (+$98.8M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares2,241,232 from 1,732,785
Change+508,447 (+29%)
Value$1.6B (+$380.7M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,042,146 from 2,053,386
Change-11,240 (-1%)
Value$1.4M (-$1.4B)
Filed 2026-11-02
Creative Planning
INCREASED
Shares1,682,882 from 1,655,904
Change+26,978 (+2%)
Value$1.2B (+$42.2M)
Filed 2026-11-02
Fisher Asset Management, LLC
INCREASED
Shares1,671,843 from 1,567,739
Change+104,104 (+7%)
Value$1.2B (+$95.0M)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,504,578 from 1,477,660
Change+26,918 (+2%)
Value$1.1B (+$39.6M)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares1,468,721 from 1,450,939
Change+17,782 (+1%)
Value$1.0B (+$32.8M)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,407,032 from 1,400,242
Change+6,790 (+0%)
Value$986.1M (+$24.4M)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares1,309,811 from 1,294,234
Change+15,577 (+1%)
Value$918.0M (+$29.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,246,746 from 1,315,456
Change-68,710 (-5%)
Value$873.8M (-$29.7M)
Filed 2026-11-02
E-L Financial Corp Ltd
INCREASED
Shares1,245,421 from 1,244,848
Change+573 (+0%)
Value$1.2B (+$23.8M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares1,242,396 from 1,245,238
Change-2,842 (0%)
Value$870.7M (+$15.5M)
Filed 2026-11-03
Angeles Investment Advisors, LLC
DECREASED
Shares1,174,228 from 1,339,649
Change-165,421 (-12%)
Value$823.0M (-$97.1M)
Filed 2026-10-22
Country Trust Bank
DECREASED
Shares1,145,911 from 1,174,634
Change-28,723 (-2%)
Value$803.1M (-$3.6M)
Filed 2026-10-30
SWF LLC
INCREASED
Shares1,074,685 from 1,008,873
Change+65,812 (+7%)
Value$753.2M (+$60.3M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares960,843 from 955,039
Change+5,804 (+1%)
Value$675.0M (+$24.6M)
Filed 2026-10-30
Liquid Strategies, LLC
INCREASED
Shares948,405 from 733,137
Change+215,268 (+29%)
Value$664.7M (+$161.2M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares925,175 from 918,601
Change+6,574 (+1%)
Value$648.2M (+$17.7M)
Filed 2026-11-05
Diversified Trust Co
INCREASED
Shares923,312 from 917,839
Change+5,473 (+1%)
Value$647.1M (+$16.7M)
Filed 2026-11-06
P/E Global LLC
DECREASED
Shares912,805 from 921,199
Change-8,394 (-1%)
Value$639.7M (+$7.1M)
Filed 2026-10-29
GenTrust, LLC
INCREASED
Shares854,754 from 812,211
Change+42,543 (+5%)
Value$599.1M (+$41.2M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares768,568 from 748,715
Change+19,853 (+3%)
Value$538.7M (+$24.4M)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares760,584 from 760,880
Change-296 (0%)
Value$533.1M (+$10.5M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares714,278 from 730,317
Change-16,039 (-2%)
Value$500.6M (-$979.8K)
Filed 2026-11-05
New York Life Insurance Co
INCREASED
Shares711,866 from 596,181
Change+115,685 (+19%)
Value$498.9M (+$89.5M)
Filed 2026-11-03
Constellation Investments, Inc.
DECREASED
Shares683,472 from 936,173
Change-252,701 (-27%)
Value$479.0M (-$164.0M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares673,435 from 665,340
Change+8,095 (+1%)
Value$472.0M (+$15.0M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares648,401 from 573,085
Change+75,316 (+13%)
Value$458.0M (+$63.8M)
Filed 2026-10-13
Old National Bancorp
INCREASED
Shares609,057 from 603,781
Change+5,276 (+1%)
Value$426.9M (+$12.2M)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares603,593 from 543,613
Change+59,980 (+11%)
Value$423.0M (+$49.7M)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares596,368 from 598,758
Change-2,390 (0%)
Value$418.0K (-$410.8M)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares595,900 from 625,006
Change-29,106 (-5%)
Value$417.6M (-$11.6M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
DECREASED
Shares573,782 from 617,625
Change-43,843 (-7%)
Value$402.1M (-$22.1M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares572,525 from 545,605
Change+26,920 (+5%)
Value$401.3M (+$26.6M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares565,195 from 484,959
Change+80,236 (+17%)
Value$396.1M (+$63.0M)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares564,743 from 568,773
Change-4,030 (-1%)
Value$395.8M (+$5.2M)
Filed 2026-10-08
Center for Financial Planning, Inc.
INCREASED
Shares550,994 from 549,217
Change+1,777 (+0%)
Value$386.2M (+$9.0M)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares525,379 from 510,856
Change+14,523 (+3%)
Value$369.0M (+$18.8M)
Filed 2026-11-04
Globe Life Inc.
DECREASED
Shares524,683 from 536,683
Change-12,000 (-2%)
Value$367.7M (-$869.9K)
Filed 2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares519,595 from 558,871
Change-39,276 (-7%)
Value$364.2K (-$383.5M)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares516,923 from 507,533
Change+9,390 (+2%)
Value$362.3M (+$13.7M)
Filed 2026-10-19
Valmark Advisers, Inc.
DECREASED
Shares495,405 from 497,985
Change-2,580 (-1%)
Value$347.2M (+$5.2M)
Filed 2026-11-06
MCF Advisors LLC
INCREASED
Shares480,384 from 444,325
Change+36,059 (+8%)
Value$336.7M (+$31.5M)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares455,087 from 463,765
Change-8,678 (-2%)
Value$319.0M (+$434.0K)
Filed 2026-10-22
Russell Investments Group, Ltd.
DECREASED
Shares452,772 from 1,308,720
Change-855,948 (-65%)
Value$317.3M (-$581.5M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares438,431 from 385,756
Change+52,675 (+14%)
Value$307.3M (+$42.3M)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares430,849 from 556,625
Change-125,776 (-23%)
Value$302.0M (-$60.2M)
Filed 2026-11-06
Makena Capital Management LLC
INCREASED
Shares423,323 from 422,234
Change+1,089 (+0%)
Value$296.7M (+$6.7M)
Filed 2026-11-06
West Paces Advisors Inc.
INCREASED
Shares413,746 from 111,760
Change+301,986 (+270%)
Value$79.7M (+$2.9M)
Filed 2026-10-13
Sageworth Trust Co
INCREASED
Shares410,936 from 400,722
Change+10,214 (+3%)
Value$288.0M (+$12.8M)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares406,189 from 400,723
Change+5,466 (+1%)
Value$284.7M (+$9.4M)
Filed 2026-11-05
Axis Capital Holdings LTD
UNCHANGED
Shares405,502 from 405,502
Change0 (0%)
Value$284.2M (+$5.7M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares402,643 from 384,143
Change+18,500 (+5%)
Value$282.2M (+$18.4M)
Filed 2026-11-04
Lockheed Martin Investment Management Co
INCREASED
Shares399,205 from 223,000
Change+176,205 (+79%)
Value$279.8M (+$126.6M)
Filed 2026-11-04
Fusion Family Wealth, LLC
INCREASED
Shares392,036 from 390,755
Change+1,281 (+0%)
Value$274.8M (+$6.4M)
Filed 2026-11-02
Fiera Capital Corp
DECREASED
Shares373,376 from 375,177
Change-1,801 (0%)
Value$261.7M (+$4.0M)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares371,907 from 365,387
Change+6,520 (+2%)
Value$260.7M (+$9.7M)
Filed 2026-10-22
Securian Asset Management, Inc
INCREASED
Shares368,111 from 243,447
Change+124,664 (+51%)
Value$258.0M (+$91.7M)
Filed 2026-11-06
Steel Grove Capital Advisors, LLC
DECREASED
Shares367,018 from 367,311
Change-293 (0%)
Value$257.2M (+$5.0M)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares360,247 from 345,692
Change+14,555 (+4%)
Value$252.5M (+$15.1M)
Filed 2026-11-05
Gleason Group, Inc.
INCREASED
Shares359,506 from 357,955
Change+1,551 (+0%)
Value$252.0M (+$6.1M)
Filed 2026-10-15
Means Investment Co., Inc.
INCREASED
Shares352,968 from 344,538
Change+8,430 (+2%)
Value$247.4M (+$10.7M)
Filed 2026-11-03
Powers Capital, LLC
UNCHANGED
Shares350,822 from 350,822
Change0 (0%)
Value$245.9M (+$4.9M)
Filed 2026-11-04
Albion Financial Group
INCREASED
Shares349,310 from 345,129
Change+4,181 (+1%)
Value$244.8M (+$7.8M)
Filed 2026-10-21
Regions Financial Corp
INCREASED
Shares331,982 from 324,303
Change+7,679 (+2%)
Value$232.7M (+$9.9M)
Filed 2026-11-05
Human Investing LLC
INCREASED
Shares330,827 from 326,199
Change+4,628 (+1%)
Value$231.9M (+$7.8M)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares319,605 from 302,452
Change+17,153 (+6%)
Value$224.0M (+$16.3M)
Filed 2026-10-02
OP Asset Management Ltd
UNCHANGED
Shares316,290 from 316,290
Change0 (0%)
Value$221.7M (+$4.4M)
Filed 2026-11-05
Perigon Wealth Management, LLC
INCREASED
Shares314,115 from 299,727
Change+14,388 (+5%)
Value$220.2M (+$14.3M)
Filed 2026-10-22
Retirement Systems of Alabama
DECREASED
Shares309,408 from 329,590
Change-20,182 (-6%)
Value$216.9M (-$9.5M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares308,575 from 319,111
Change-10,536 (-3%)
Value$216.4K (-$218.8M)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares308,567 from 306,984
Change+1,583 (+1%)
Value$216.3M (+$5.4M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares307,870 from 291,051
Change+16,819 (+6%)
Value$215.8M (+$15.9M)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares304,748 from 313,997
Change-9,249 (-3%)
Value$213.6M (-$2.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares297,965 from 287,380
Change+10,585 (+4%)
Value$208.2M (+$13.1M)
Filed 2026-10-27
ALM First Financial Advisors, LLC
INCREASED
Shares292,747 from 285,434
Change+7,313 (+3%)
Value$171.3M (+$8.5M)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares292,388 from 287,154
Change+5,234 (+2%)
Value$204.9M (+$7.7M)
Filed 2026-11-02
Blue Trust, Inc.
DECREASED
Shares288,889 from 300,175
Change-11,286 (-4%)
Value$202.5M (-$3.7M)
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares282,798 from 273,046
Change+9,752 (+4%)
Value$198.2M (+$10.7M)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares281,169 from 286,184
Change-5,015 (-2%)
Value$197.1M (+$505.7K)
Filed 2026-11-05
Hardy Reed LLC
INCREASED
Shares275,516 from 275,145
Change+371 (+0%)
Value$193.1M (+$4.1M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares275,358 from 272,432
Change+2,926 (+1%)
Value$193.0M (+$5.9M)
Filed 2026-11-06
RFG Holdings, Inc.
INCREASED
Shares274,047 from 188,391
Change+85,656 (+45%)
Value$134.5M (+$5.1M)
Filed 2026-10-30
Factory Mutual Insurance Co
INCREASED
Shares269,591 from 145,000
Change+124,591 (+86%)
Value$188.9M (+$89.4M)
Filed 2026-10-30
Marks Wealth, LLC
NEW
Shares265,120
Change+265,120
Value$185.8M
Filed 2026-10-30
Lutz Financial Services LLC
INCREASED
Shares262,630 from 256,299
Change+6,331 (+2%)
Value$184.1M (+$8.0M)
Filed 2026-11-06
Allen Investment Management, LLC
INCREASED
Shares260,846 from 259,574
Change+1,272 (+0%)
Value$182.8M (+$4.5M)
Filed 2026-11-03
Millburn Ridgefield LLC
DECREASED
Shares259,348 from 261,443
Change-2,095 (-1%)
Value$181.8M (+$2.2M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
DECREASED
Shares259,348 from 261,443
Change-2,095 (-1%)
Value$181.8M (+$2.2M)
Filed 2026-11-02
Fund Evaluation Group, LLC
DECREASED
Shares258,344 from 265,157
Change-6,813 (-3%)
Value$181.1M (-$1.0M)
Filed 2026-11-05
Taiyo Life Insurance Co
UNCHANGED
Shares255,100 from 255,100
Change0 (0%)
Value$178.8K (-$175.0M)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares254,887 from 255,739
Change-852 (0%)
Value$178.6M (+$3.0M)
Filed 2026-10-28
Opus Capital Group, LLC
DECREASED
Shares254,179 from 256,180
Change-2,001 (-1%)
Value$178.1K (-$175.8M)
Filed 2026-10-30
Wiser Wealth Management, Inc
INCREASED
Shares244,429 from 241,952
Change+2,477 (+1%)
Value$171.3M (+$5.1M)
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares244,126 from 199,635
Change+44,491 (+22%)
Value$171.1M (+$32.1M)
Filed 2026-10-26
Southern Farm Bureau Life Insurance
UNCHANGED
Shares242,780 from 242,780
Change0 (0%)
Value$170.1K (-$166.5M)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares242,693 from 241,195
Change+1,498 (+1%)
Value$170.1M (+$4.4M)
Filed 2026-10-28
RMR Wealth Builders
INCREASED
Shares237,330 from 227,464
Change+9,866 (+4%)
Value$166.3M (+$10.1M)
Filed 2026-10-22
Tectonic Advisors LLC
INCREASED
Shares236,321 from 230,868
Change+5,453 (+2%)
Value$165.6M (+$7.1M)
Filed 2026-10-22
Performa Ltd (US), LLC
INCREASED
Shares230,976 from 199,789
Change+31,187 (+16%)
Value$161.9M (+$24.7M)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares230,049 from 301,842
Change-71,793 (-24%)
Value$161.2M (-$46.1M)
Filed 2026-10-15
Condor Capital Management
DECREASED
Shares228,203 from 232,273
Change-4,070 (-2%)
Value$159.9M (+$411.0K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares227,901 from 225,042
Change+2,859 (+1%)
Value$159.7M (+$5.2M)
Filed 2026-11-06
Banque Pictet & CIE SA
NEW
Shares227,735
Change+227,735
Value$159.6M
Filed 2026-10-16
Go Invest LLC
INCREASED
Shares225,842 from 204,291
Change+21,551 (+11%)
Value$158.3M (+$18.0M)
Filed 2026-10-09
Steele Capital Management, Inc.
INCREASED
Shares225,269 from 225,206
Change+63 (+0%)
Value$157.9M (+$3.2M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares224,676 from 213,262
Change+11,414 (+5%)
Value$157.5M (+$11.0M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares221,203 from 219,307
Change+1,896 (+1%)
Value$155.0M (+$4.4M)
Filed 2026-11-05
Sepio Capital, LP
INCREASED
Shares220,155 from 197,490
Change+22,665 (+11%)
Value$154.3M (+$18.7M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares217,356 from 214,238
Change+3,118 (+1%)
Value$152.3M (+$5.2M)
Filed 2026-10-23
Yarbrough Capital, LLC
UNCHANGED
Shares216,447 from 216,447
Change0 (0%)
Value$151.7M (+$3.0M)
Filed 2026-10-19
Global Wealth Strategies & Associates
INCREASED
Shares214,836 from 210,745
Change+4,091 (+2%)
Value$150.6M (+$5.8M)
Filed 2026-10-02
Wedmont Private Capital
INCREASED
Shares209,062 from 205,604
Change+3,458 (+2%)
Value$148.7M (+$6.0M)
Filed 2026-10-09
Silphium Asset Management Ltd
UNCHANGED
Shares206,920 from 206,920
Change0 (0%)
Value$145.0M (+$2.9M)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares206,837 from 184,141
Change+22,696 (+12%)
Value$145.0M (+$18.5M)
Filed 2026-11-04
Arrow Financial Corp
INCREASED
Shares202,915 from 199,441
Change+3,474 (+2%)
Value$142.2M (+$5.2M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares201,707 from 200,052
Change+1,655 (+1%)
Value$142.1M (+$4.7M)
Filed 2026-11-05
Compass Financial Group, Inc
INCREASED
Shares200,106 from 189,291
Change+10,815 (+6%)
Value$140.2M (+$10.2M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares198,203 from 212,022
Change-13,819 (-7%)
Value$138.9M (-$6.7M)
Filed 2026-10-13
Amtrust Financial Services, Inc.
UNCHANGED
Shares196,400 from 196,400
Change0 (0%)
Value$137.6M (+$2.8M)
Filed 2026-10-19
Affiance Financial, LLC
DECREASED
Shares194,477 from 194,493
Change-16 (0%)
Value$136.3M (+$2.7M)
Filed 2026-10-15
Park National Corp
INCREASED
Shares193,537 from 20,954
Change+172,583 (+824%)
Value$135.6M (+$121.3M)
Filed 2026-10-05
J. Safra Sarasin Holding AG
INCREASED
Shares191,181 from 190,887
Change+294 (+0%)
Value$114.4M (+$228.2K)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares187,088 from 193,209
Change-6,121 (-3%)
Value$131.1M (-$1.5M)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares186,999 from 181,718
Change+5,281 (+3%)
Value$131.1M (+$6.3M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares184,576 from 185,817
Change-1,241 (-1%)
Value$129.4M (+$1.7M)
Filed 2026-10-20
William Marsh Rice University
DECREASED
Shares184,014 from 203,965
Change-19,951 (-10%)
Value$129.0M (-$11.1M)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares183,591 from 181,177
Change+2,414 (+1%)
Value$128.7M (+$4.2M)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares179,264 from 202,245
Change-22,981 (-11%)
Value$125.6M (-$13.3M)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares179,059 from 162,570
Change+16,489 (+10%)
Value$125.5M (+$13.8M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares178,163 from 168,391
Change+9,772 (+6%)
Value$124.9M (+$9.2M)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares178,065 from 124,172
Change+53,893 (+43%)
Value$124.8M (+$39.5M)
Filed 2026-10-29
Washington Trust Co
INCREASED
Shares177,724 from 176,773
Change+951 (+1%)
Value$124.6M (+$3.2M)
Filed 2026-10-22
Crane Advisory, LLC
DECREASED
Shares171,383 from 171,763
Change-380 (0%)
Value$122.1M (+$3.5M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares171,334 from 127,976
Change+43,358 (+34%)
Value$120.1M (+$32.2M)
Filed 2026-11-04
Angeles Wealth Management, LLC
INCREASED
Shares170,667 from 167,407
Change+3,260 (+2%)
Value$119.6M (+$4.6M)
Filed 2026-10-26
Advisor OS, LLC
INCREASED
Shares169,634 from 168,415
Change+1,219 (+1%)
Value$118.9M (+$3.2M)
Filed 2026-11-03
Kinsale Capital Group, Inc.
INCREASED
Shares168,572 from 163,793
Change+4,779 (+3%)
Value$118.1M (+$5.7M)
Filed 2026-11-04
Empire Life Investments Inc.
INCREASED
Shares165,096 from 156,502
Change+8,594 (+5%)
Value$115.7M (+$8.3M)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED
Shares164,229 from 156,223
Change+8,006 (+5%)
Value$115.1M (+$7.8M)
Filed 2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares164,197 from 168,550
Change-4,353 (-3%)
Value$115.1M (-$682.9K)
Filed 2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED
Shares162,586 from 103,303
Change+59,283 (+57%)
Value$114.0K (+$43.0K)
Filed 2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares161,135 from 149,633
Change+11,502 (+8%)
Value$112.9M (+$10.2M)
Filed 2026-10-28
SilverOak Wealth Management LLC
INCREASED
Shares159,910 from 158,557
Change+1,353 (+1%)
Value$112.1M (+$3.2M)
Filed 2026-10-29
Central Trust Co
INCREASED
Shares159,207 from 147,323
Change+11,884 (+8%)
Value$111.6M (+$10.4M)
Filed 2026-11-05
One Day In July LLC
DECREASED
Shares158,421 from 163,375
Change-4,954 (-3%)
Value$111.0M (-$1.2M)
Filed 2026-10-30
Charles Schwab Trust Co
DECREASED
Shares158,090 from 194,540
Change-36,450 (-19%)
Value$110.8M (-$22.8M)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares155,745 from 147,919
Change+7,826 (+5%)
Value$109.2M (+$7.6M)
Filed 2026-11-05
Cambridge Advisors Inc.
INCREASED
Shares155,252 from 154,547
Change+705 (+0%)
Value$108.8M (+$2.7M)
Filed 2026-10-19
Strategic Investment Management, LLC
UNCHANGED
Shares152,670 from 152,670
Change0 (0%)
Value$107.0M (+$2.1M)
Filed 2026-10-20
CJM Wealth Advisers, Ltd.
DECREASED
Shares152,523 from 156,230
Change-3,707 (-2%)
Value$106.9M (-$403.2K)
Filed 2026-10-27
WestHill Financial Advisors, Inc.
DECREASED
Shares151,386 from 154,260
Change-2,874 (-2%)
Value$106.1M (+$152.7K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
INCREASED
Shares150,804 from 140,626
Change+10,178 (+7%)
Value$105.7M (+$9.1M)
Filed 2026-11-04
Bell Bank
DECREASED
Shares149,665 from 150,103
Change-438 (0%)
Value$104.9M (+$1.8M)
Filed 2026-10-21
Obermeyer Wealth Partners
DECREASED
Shares146,614 from 159,773
Change-13,159 (-8%)
Value$102.8M (-$7.0M)
Filed 2026-10-21
Stordahl Capital Management, Inc.
DECREASED
Shares145,715 from 146,244
Change-529 (0%)
Value$102.1M (+$1.7M)
Filed 2026-10-22
Legacy Advisors, LLC
INCREASED
Shares142,916 from 109,960
Change+32,956 (+30%)
Value$100.2M (+$24.6M)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares136,542 from 135,179
Change+1,363 (+1%)
Value$95.7M (+$2.9M)
Filed 2026-10-22
Privium Fund Management (UK) Ltd
INCREASED
Shares135,260 from 36,740
Change+98,520 (+268%)
Value$95.0M (+$70.0M)
Filed 2026-10-30
Grove Bank & Trust
DECREASED
Shares134,037 from 138,497
Change-4,460 (-3%)
Value$93.9M (-$1.2M)
Filed 2026-10-08
Diversify Advisory Services, LLC
DECREASED
Shares131,126 from 132,212
Change-1,086 (-1%)
Value$93.0M (+$3.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares131,126 from 132,212
Change-1,086 (-1%)
Value$93.0M (+$3.2M)
Filed 2026-10-20
Fortune 45 LLC
INCREASED
Shares130,580 from 129,010
Change+1,570 (+1%)
Value$91.5M (+$2.9M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares129,406 from 115,609
Change+13,797 (+12%)
Value$90.7M (+$11.3M)
Filed 2026-11-06
West Financial Advisors, LLC
INCREASED
Shares127,161 from 126,894
Change+267 (+0%)
Value$89.1M (+$2.0M)
Filed 2026-10-22
Fidato Wealth LLC
INCREASED
Shares126,813 from 125,575
Change+1,238 (+1%)
Value$88.9M (+$2.6M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares125,818 from 114,809
Change+11,009 (+10%)
Value$86.4M (+$7.6M)
Filed 2026-11-06
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares124,600 from 120,508
Change+4,092 (+3%)
Value$87.3M (+$4.6M)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares124,000 from 2,108
Change+121,892 (+5782%)
Value$86.9M (+$85.5M)
Filed 2026-10-29
Valeo Financial Advisors, LLC
INCREASED
Shares123,253 from 121,700
Change+1,553 (+1%)
Value$86.4M (+$2.8M)
Filed 2026-10-08
Money Concepts Capital Corp
INCREASED
Shares121,009 from 112,722
Change+8,287 (+7%)
Value$84.8M (+$7.4M)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
INCREASED
Shares120,479 from 117,699
Change+2,780 (+2%)
Value$84.4M (+$3.6M)
Filed 2026-10-19
OFS Enterprise LLC
DECREASED
Shares120,233 from 121,422
Change-1,189 (-1%)
Value$84.3M (+$872.9K)
Filed 2026-10-16
SoundView Advisors Inc.
INCREASED
Shares119,859 from 115,498
Change+4,361 (+4%)
Value$84.0K (-$79.2M)
Filed 2026-11-04
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED
Shares119,844 from 120,504
Change-660 (-1%)
Value$84.0M (+$1.2M)
Filed 2026-10-15
Northeast Investment Management
INCREASED
Shares119,529 from 116,046
Change+3,483 (+3%)
Value$83.8M (+$4.1M)
Filed 2026-10-30
Scott Capital Advisors, LLC
INCREASED
Shares119,142 from 118,807
Change+335 (+0%)
Value$85.1M (+$3.5M)
Filed 2026-10-13
Standpoint Asset Management, LLC
INCREASED
Shares118,400 from 114,300
Change+4,100 (+4%)
Value$83.0M (+$4.5M)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares117,215 from 87,854
Change+29,361 (+33%)
Value$82.2M (+$21.8M)
Filed 2026-10-22
IFG Advisors, LLC
INCREASED
Shares116,030 from 112,189
Change+3,841 (+3%)
Value$81.3M (+$4.3M)
Filed 2026-10-15
Certuity, LLC
INCREASED
Shares115,561 from 113,125
Change+2,436 (+2%)
Value$81.0M (+$3.3M)
Filed 2026-11-02
Trust Co of Tennessee
DECREASED
Shares115,441 from 117,641
Change-2,200 (-2%)
Value$80.9M (+$115.7K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares114,317 from 107,754
Change+6,563 (+6%)
Value$80.1M (+$6.1M)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares113,461 from 104,550
Change+8,911 (+9%)
Value$79.5M (+$7.7M)
Filed 2026-10-26
Tenon Financial LLC
INCREASED
Shares113,268 from 107,907
Change+5,361 (+5%)
Value$79.4M (+$5.3M)
Filed 2026-10-14
David Kennon Inc
DECREASED
Shares113,109 from 113,227
Change-118 (0%)
Value$79.3M (+$1.5M)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares112,666 from 96,115
Change+16,551 (+17%)
Value$79.0M (+$13.0M)
Filed 2026-10-15
AJ Advisors, LLC
INCREASED
Shares112,536 from 111,684
Change+852 (+1%)
Value$78.9M (+$2.2M)
Filed 2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares111,714 from 99,666
Change+12,048 (+12%)
Value$78.3M (+$9.6M)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares111,307 from 110,377
Change+930 (+1%)
Value$78.0M (+$2.2M)
Filed 2026-10-08
TradeWell Securities, Llc.
INCREASED
Shares111,028 from 109,390
Change+1,638 (+2%)
Value$77.8M (+$2.7M)
Filed 2026-10-21
Rolek Wealth Management LLC
INCREASED
Shares110,232 from 105,682
Change+4,550 (+4%)
Value$77.3M (+$4.7M)
Filed 2026-10-21
Selective Wealth Management, Inc.
DECREASED
Shares109,738 from 109,970
Change-232 (0%)
Value$77.9M (+$2.7M)
Filed 2026-10-16
AmeriServ Wealth Advisors
DECREASED
Shares109,270 from 123,040
Change-13,770 (-11%)
Value$76.6M (-$7.9M)
Filed 2026-10-21
Brighton Securities Corp.
INCREASED
Shares109,246 from 106,571
Change+2,675 (+3%)
Value$76.6M (+$3.4M)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares107,475 from 102,799
Change+4,676 (+5%)
Value$75.3M (+$4.7M)
Filed 2026-10-23
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares105,993 from 108,290
Change-2,297 (-2%)
Value$74.3M (-$88.8K)
Filed 2026-10-30
Deutsche Bank Ag\
INCREASED
Shares105,148 from 101,332
Change+3,816 (+4%)
Value$73.7M (+$4.1M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares104,803 from 90,749
Change+14,054 (+15%)
Value$74.9M (+$12.5M)
Filed 2026-10-08
Evermay Wealth Management LLC
DECREASED
Shares102,603 from 105,353
Change-2,750 (-3%)
Value$71.9M (-$447.2K)
Filed 2026-11-05
Hill Island Financial LLC
DECREASED
Shares101,637 from 104,449
Change-2,812 (-3%)
Value$71.2M (-$503.1K)
Filed 2026-10-20
Pioneer Family Office, LLC
INCREASED
Shares101,569 from 98,792
Change+2,777 (+3%)
Value$71.2M (+$3.3M)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares101,061
Change+101,061
Value$69.4M
Filed 2026-10-29
Moody National Bank Trust Division
INCREASED
Shares100,960 from 99,885
Change+1,075 (+1%)
Value$70.8M (+$2.2M)
Filed 2026-10-06
Nadler Financial Group, Inc.
DECREASED
Shares98,855 from 99,569
Change-714 (-1%)
Value$69.3M (+$898.8K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
INCREASED
Shares98,345 from 97,407
Change+938 (+1%)
Value$68.9M (+$2.0M)
Filed 2026-10-29
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares96,974 from 96,774
Change+200 (+0%)
Value$68.0M (+$1.5M)
Filed 2026-10-22
McCollum Christoferson Group LLC
INCREASED
Shares96,692 from 95,210
Change+1,482 (+2%)
Value$27.5M (+$1.6M)
Filed 2026-10-13
Landmark Wealth Management, LLC
INCREASED
Shares96,670 from 95,047
Change+1,623 (+2%)
Value$67.8M (+$2.5M)
Filed 2026-11-03
Twele Capital Management, Inc.
INCREASED
Shares95,872 from 95,820
Change+52 (+0%)
Value$67.2M (+$1.4M)
Filed 2026-10-13
Summitas Investment Management LLC
DECREASED
Shares94,631 from 98,143
Change-3,512 (-4%)
Value$66.3M (-$1.1M)
Filed 2026-10-16
Safir Wealth Advisors, LLC
INCREASED
Shares94,209 from 93,397
Change+812 (+1%)
Value$66.0M (+$1.9M)
Filed 2026-10-16
3Chopt Investment Partners, LLC
DECREASED
Shares93,562 from 94,181
Change-619 (-1%)
Value$65.6M (+$889.5K)
Filed 2026-10-30
Level Financial Advisors
DECREASED
Shares93,247 from 93,946
Change-699 (-1%)
Value$65.4M (+$829.9K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares92,209 from 91,653
Change+556 (+1%)
Value$66.0M (+$3.0M)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares92,067 from 79,463
Change+12,604 (+16%)
Value$64.5M (+$10.0M)
Filed 2026-10-21
Steph & Co
INCREASED
Shares90,429 from 90,235
Change+194 (+0%)
Value$63.4M (+$1.4M)
Filed 2026-10-07
Kearns & Associates LLC
DECREASED
Shares90,079 from 90,226
Change-147 (0%)
Value$63.1M (+$1.2M)
Filed 2026-10-09
Innovative Wealth Building LLC
INCREASED
Shares89,955 from 89,416
Change+539 (+1%)
Value$63.0M (+$1.6M)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED
Shares89,489 from 91,112
Change-1,623 (-2%)
Value$62.7M (+$142.8K)
Filed 2026-11-04
Boyd Wealth Management, LLC
INCREASED
Shares89,348 from 83,461
Change+5,887 (+7%)
Value$62.6M (+$5.3M)
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares89,088 from 83,736
Change+5,352 (+6%)
Value$62.4M (+$4.9M)
Filed 2026-11-03
Systelligence, LLC
INCREASED
Shares88,197 from 21,963
Change+66,234 (+302%)
Value$5.1M (-$10.0M)
Filed 2026-11-05
Crescent Grove Advisors, LLC
INCREASED
Shares88,005 from 87,946
Change+59 (+0%)
Value$61.7M (+$1.3M)
Filed 2026-10-21
Eagle Wealth Strategies LLC
INCREASED
Shares87,901 from 87,307
Change+594 (+1%)
Value$61.6M (+$1.6M)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares87,194 from 83,738
Change+3,456 (+4%)
Value$61.1M (+$3.6M)
Filed 2026-10-15
Claro Advisors Inc.
DECREASED
Shares87,011 from 87,030
Change-19 (0%)
Value$61.0M (+$1.2M)
Filed 2026-11-02
Strategic Advisory Partners, LLC
INCREASED
Shares83,769 from 79,851
Change+3,918 (+5%)
Value$58.7M (+$3.9M)
Filed 2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares82,649 from 82,649
Change0 (0%)
Value$56.8M ($0)
Filed 2026-11-03
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares82,377 from 82,377
Change0 (0%)
Value$57.7M (+$1.2M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares81,847 from 79,133
Change+2,714 (+3%)
Value$57.4M (+$3.0M)
Filed 2026-10-29
Greenleaf Trust
INCREASED
Shares81,783 from 78,178
Change+3,605 (+5%)
Value$57.3M (+$3.6M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares81,283 from 79,760
Change+1,523 (+2%)
Value$57.1M (+$2.5M)
Filed 2026-10-16
Sage Financial Group Inc
DECREASED
Shares80,562 from 81,282
Change-720 (-1%)
Value$56.5M (+$637.9K)
Filed 2026-10-27
GreatBanc Trust Co
INCREASED
Shares80,045 from 74,051
Change+5,994 (+8%)
Value$56.1M (+$5.2M)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares79,704 from 79,660
Change+44 (+0%)
Value$55.4M (+$533.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares78,979 from 86,985
Change-8,006 (-9%)
Value$55.4M (-$4.4M)
Filed 2026-10-21
Landmark Wealth Management, Inc.
DECREASED
Shares78,704 from 79,181
Change-477 (-1%)
Value$55.2M (+$778.2K)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares78,622 from 79,825
Change-1,203 (-2%)
Value$53.0M (-$3.5M)
Filed 2026-11-06
Weil Company, Inc.
INCREASED
Shares78,389 from 77,806
Change+583 (+1%)
Value$54.9M (+$1.5M)
Filed 2026-10-14
Verum Partners LLC
INCREASED
Shares78,337 from 70,185
Change+8,152 (+12%)
Value$54.9M (+$6.7M)
Filed 2026-10-21
Mandatum Life Insurance Co Ltd
INCREASED
Shares78,113 from 70,406
Change+7,707 (+11%)
Value$54.7M (+$6.4M)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares77,870 from 76,784
Change+1,086 (+1%)
Value$54.6M (+$1.8M)
Filed 2026-10-13
Basso Capital Management, L.P.
INCREASED
Shares77,849 from 69,593
Change+8,256 (+12%)
Value$54.6M (+$6.8M)
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares77,734 from 73,048
Change+4,686 (+6%)
Value$54.5M (+$4.3M)
Filed 2026-10-28
LTS Liquid Investments LLC
UNCHANGED
Shares77,316 from 77,316
Change0 (0%)
Value$54.2M (+$1.1M)
Filed 2026-10-23
ForthRight Wealth Management, LLC
INCREASED
Shares76,965 from 76,085
Change+880 (+1%)
Value$53.9M (+$1.7M)
Filed 2026-11-06
TrustBank
INCREASED
Shares76,603 from 74,234
Change+2,369 (+3%)
Value$53.7M (+$2.7M)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares76,553 from 77,015
Change-462 (-1%)
Value$53.7M (+$758.3K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares76,429 from 56,586
Change+19,843 (+35%)
Value$53.2M (+$14.2M)
Filed 2026-11-04
BCK Partners, Inc.
DECREASED
Shares75,889 from 76,841
Change-952 (-1%)
Value$53.2M (+$412.5K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares75,657 from 88,623
Change-12,966 (-15%)
Value$53.0M (-$7.8M)
Filed 2026-10-26
MBM Wealth Consultants, LLC
INCREASED
Shares75,636 from 73,189
Change+2,447 (+3%)
Value$53.0M (+$2.7M)
Filed 2026-10-20
Advanced Asset Management Advisors Inc
INCREASED
Shares75,125 from 75,088
Change+37 (+0%)
Value$52.7M (+$1.1M)
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares74,284 from 76,681
Change-2,397 (-3%)
Value$52.1M (-$603.0K)
Filed 2026-10-21
Americana Partners, LLC
INCREASED
Shares74,243 from 74,037
Change+206 (+0%)
Value$52.0M (+$1.2M)
Filed 2026-10-28
Fairway Wealth LLC
INCREASED
Shares74,236 from 70,154
Change+4,082 (+6%)
Value$52.0M (+$3.8M)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares74,197 from 75,056
Change-859 (-1%)
Value$52.0M (+$554.2K)
Filed 2026-10-29
Trust Co of the South
INCREASED
Shares72,892 from 72,294
Change+598 (+1%)
Value$51.1M (+$1.4M)
Filed 2026-10-21
Sage Mountain Advisors LLC
DECREASED
Shares72,792 from 74,026
Change-1,234 (-2%)
Value$51.0M (+$175.1K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares72,705 from 69,539
Change+3,166 (+5%)
Value$51.0M (+$3.2M)
Filed 2026-10-14
Brooklyn FI, LLC
INCREASED
Shares71,922 from 55,607
Change+16,315 (+29%)
Value$50.7M (+$12.5M)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares71,858 from 76,354
Change-4,496 (-6%)
Value$50.4M (-$2.1M)
Filed 2026-10-28
Capital Management Associates, Inc
INCREASED
Shares71,814 from 70,396
Change+1,418 (+2%)
Value$50.3M (+$2.0M)
Filed 2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares71,525 from 71,525
Change0 (0%)
Value$501.3K (+$39.1K)
Filed 2026-11-02
Avion Wealth
INCREASED
Shares71,330 from 70,432
Change+898 (+1%)
Value$50.0K (-$48.3M)
Filed 2026-11-04
Crestwood Advisors Group, LLC
DECREASED
Shares70,747 from 70,923
Change-176 (0%)
Value$49.6M (+$880.9K)
Filed 2026-10-27
MFA Wealth Advisors, LLC
DECREASED
Shares70,448 from 71,323
Change-875 (-1%)
Value$49.4M (+$389.0K)
Filed 2026-10-07
Park Avenue Securities LLC
INCREASED
Shares69,031 from 65,769
Change+3,262 (+5%)
Value$48.4K (-$45.1M)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares69,016 from 69,325
Change-309 (0%)
Value$48.4M (+$757.4K)
Filed 2026-10-14
StoryOne LLC
INCREASED
Shares68,824 from 32,979
Change+35,845 (+109%)
Value$48.2M (+$25.6M)
Filed 2026-10-13
Sellwood Investment Partners LLC
DECREASED
Shares68,504 from 71,813
Change-3,309 (-5%)
Value$48.0M (-$1.3M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares68,294 from 64,339
Change+3,955 (+6%)
Value$47.9M (+$3.7M)
Filed 2026-10-16
Asset Management One Co., Ltd.
INCREASED
Shares68,121 from 66,487
Change+1,634 (+2%)
Value$47.7M (+$2.1M)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares67,985 from 57,777
Change+10,208 (+18%)
Value$47.6M (+$8.0M)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares67,682 from 72,716
Change-5,034 (-7%)
Value$47.4M (-$2.5M)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares67,612 from 74,317
Change-6,705 (-9%)
Value$47.4M (-$3.7M)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares67,143 from 71,642
Change-4,499 (-6%)
Value$47.0M (-$2.2M)
Filed 2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares67,107 from 64,334
Change+2,773 (+4%)
Value$47.0M (+$2.8M)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares66,952 from 73,150
Change-6,198 (-8%)
Value$46.9M (-$3.3M)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares66,930 from 65,939
Change+991 (+2%)
Value$46.9M (+$1.6M)
Filed 2026-10-19
Oak Harvest Investment Services
DECREASED
Shares66,648 from 68,226
Change-1,578 (-2%)
Value$46.7M (-$147.7K)
Filed 2026-10-20
Parisi Gray Wealth Management
INCREASED
Shares66,352 from 65,403
Change+949 (+1%)
Value$46.5M (+$1.6M)
Filed 2026-10-16
Fulton Bank, N.A.
DECREASED
Shares65,971 from 69,478
Change-3,507 (-5%)
Value$46.2M (-$1.5M)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares65,755 from 65,548
Change+207 (+0%)
Value$46.1M (+$1.1M)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares65,690 from 70,236
Change-4,546 (-6%)
Value$46.0M (-$2.2M)
Filed 2026-11-06
GenWealth Group, Inc.
INCREASED
Shares64,585 from 64,037
Change+548 (+1%)
Value$45.3M (+$1.3M)
Filed 2026-10-16
SigFig Wealth Management, LLC
INCREASED
Shares64,535 from 64,400
Change+135 (+0%)
Value$45.2M (+$1.4M)
Filed 2026-10-07
St. Louis Trust Co
DECREASED
Shares63,844 from 66,059
Change-2,215 (-3%)
Value$44.7M (+$36.2M)
Filed 2026-11-03
Cora Capital Advisors LLC
INCREASED
Shares63,839 from 63,293
Change+546 (+1%)
Value$44.7M (+$1.3M)
Filed 2026-11-02
Evanson Financial, LLC
INCREASED
Shares63,663 from 63,582
Change+81 (+0%)
Value$44.6M (+$950.0K)
Filed 2026-10-23
Ulrich Consultants & Investment Group, LLC
NEW
Shares63,066
Change+63,066
Value$44.2M
Filed 2026-10-13
First Merchants Corp
INCREASED
Shares62,786 from 62,651
Change+135 (+0%)
Value$44.0M (+$974.9K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
DECREASED
Shares62,264 from 62,578
Change-314 (0%)
Value$43.6M (+$659.2K)
Filed 2026-11-03
Aurelius Family Office LLC
INCREASED
Shares62,112 from 61,313
Change+799 (+1%)
Value$43.5M (+$1.4M)
Filed 2026-10-23
Ameraudi Asset Management, Inc.
INCREASED
Shares62,099 from 57,925
Change+4,174 (+7%)
Value$43.5M (+$3.7M)
Filed 2026-11-05
Oxler Private Wealth LLC
DECREASED
Shares61,612 from 61,678
Change-66 (0%)
Value$43.2M (+$820.2K)
Filed 2026-10-21
Royal Fund Management, LLC
INCREASED
Shares61,580 from 59,524
Change+2,056 (+3%)
Value$43.2M (+$2.3M)
Filed 2026-10-22
Thayer Partners, LLC / MA
DECREASED
Shares61,555 from 63,332
Change-1,777 (-3%)
Value$43.1M (-$355.4K)
Filed 2026-11-06
Bear Mountain Capital, Inc.
INCREASED
Shares61,507 from 60,572
Change+935 (+2%)
Value$43.2M (+$1.3M)
Filed 2026-11-04
Ejmk Ventures LLC
INCREASED
Shares61,163 from 58,557
Change+2,606 (+4%)
Value$42.9M (+$2.6M)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares61,044 from 64,219
Change-3,175 (-5%)
Value$42.8M (-$1.3M)
Filed 2026-11-03
1888 Investments, LLC
INCREASED
Shares60,655 from 31,060
Change+29,595 (+95%)
Value$42.5M (+$21.2M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares60,591 from 61,543
Change-952 (-2%)
Value$42.5M (+$197.5K)
Filed 2026-11-02
Souders Financial Advisors
INCREASED
Shares60,030 from 59,215
Change+815 (+1%)
Value$42.1M (+$1.4M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares59,858 from 122,217
Change-62,359 (-51%)
Value$42.0M (-$42.0M)
Filed 2026-10-21
Pittenger & Anderson Inc
DECREASED
Shares59,531 from 64,655
Change-5,124 (-8%)
Value$41.7M (-$2.7M)
Filed 2026-11-02
Rational Advisors, Inc.
INCREASED
Shares59,025 from 50,476
Change+8,549 (+17%)
Value$41.4M (+$6.7M)
Filed 2026-11-02
Aufman Associates Inc
DECREASED
Shares58,914 from 59,636
Change-722 (-1%)
Value$41.3M (+$331.8K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares58,633 from 57,473
Change+1,160 (+2%)
Value$41.1M (+$1.6M)
Filed 2026-10-05
Factor Wealth Management LTD
INCREASED
Shares58,458 from 58,181
Change+277 (+0%)
Value$41.0M (+$1.0M)
Filed 2026-10-08
Axos Invest Inc.
INCREASED
Shares58,217 from 57,889
Change+328 (+1%)
Value$40.8M (+$464.0K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares58,056 from 45,789
Change+12,267 (+27%)
Value$40.7M (+$9.2M)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares57,783 from 53,321
Change+4,462 (+8%)
Value$40.5M (+$3.9M)
Filed 2026-10-23
Strs Ohio
INCREASED
Shares57,301 from 29,125
Change+28,176 (+97%)
Value$40.2M (+$20.2M)
Filed 2026-10-30
Greenbush Financial Group, LLC
DECREASED
Shares57,227 from 69,832
Change-12,605 (-18%)
Value$40.1M (-$7.9M)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
DECREASED
Shares57,035 from 57,555
Change-520 (-1%)
Value$40.0M (+$443.8K)
Filed 2026-10-13
Boston Trust Walden Corp
INCREASED
Shares56,830 from 55,859
Change+971 (+2%)
Value$39.8M (+$1.5M)
Filed 2026-10-30
Tompkins Financial Corp
INCREASED
Shares56,630 from 55,534
Change+1,096 (+2%)
Value$39.7M (+$1.5M)
Filed 2026-10-05
Prairie Advisory, LLC
INCREASED
Shares56,550 from 28,507
Change+28,043 (+98%)
Value$39.6M (+$20.1M)
Filed 2026-10-19
VVR Holdings LLC
INCREASED
Shares56,254 from 54,554
Change+1,700 (+3%)
Value$39.4M (+$2.0M)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares56,166 from 54,203
Change+1,963 (+4%)
Value$39.4M (+$2.1M)
Filed 2026-10-08
MacKenzie Financial Corp
INCREASED
Shares56,071 from 25,632
Change+30,439 (+119%)
Value$39.3M (+$21.7M)
Filed 2026-11-02
SBK Financial, Inc.
INCREASED
Shares55,861 from 36,737
Change+19,124 (+52%)
Value$39.2M (+$13.9M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares55,507 from 53,975
Change+1,532 (+3%)
Value$38.9M (+$1.8M)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares55,414 from 50,808
Change+4,606 (+9%)
Value$38.8M (+$3.9M)
Filed 2026-10-26
Strategent Financial, LLC
INCREASED
Shares55,056 from 51,581
Change+3,475 (+7%)
Value$38.6M (+$3.2M)
Filed 2026-10-30
R. W. Roge & Company, Inc.
INCREASED
Shares54,637 from 54,388
Change+249 (+0%)
Value$38.3K (-$37.3M)
Filed 2026-11-04
Balance Wealth Partners LLC
INCREASED
Shares54,608 from 49,154
Change+5,454 (+11%)
Value$38.3M (+$4.5M)
Filed 2026-10-27
Oak Root LLC
UNCHANGED
Shares54,519 from 54,519
Change0 (0%)
Value$38.2M (+$766.0K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares54,476 from 52,708
Change+1,768 (+3%)
Value$38.2M (+$2.0M)
Filed 2026-11-03
ASO Group Ltd
DECREASED
Shares54,218 from 60,989
Change-6,771 (-11%)
Value$38.0K (-$41.9M)
Filed 2026-11-05
Rareview Capital LLC
INCREASED
Shares54,014 from 49,439
Change+4,575 (+9%)
Value$37.9M (+$9.8M)
Filed 2026-11-05
ADE, LLC
INCREASED
Shares52,481 from 50,860
Change+1,621 (+3%)
Value$36.8M (+$1.9M)
Filed 2026-10-29
Acorn Financial Advisory Services Inc
INCREASED
Shares52,397 from 43,580
Change+8,817 (+20%)
Value$36.7M (+$6.8M)
Filed 2026-11-02
Journey Beyond Wealth, LLC
INCREASED
Shares52,370 from 50,130
Change+2,240 (+4%)
Value$36.7M (+$2.3M)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares52,073 from 50,928
Change+1,145 (+2%)
Value$36.5M (+$1.5M)
Filed 2026-10-28
Phillips Financial Management, LLC
DECREASED
Shares51,285 from 51,871
Change-586 (-1%)
Value$35.9M (+$317.9K)
Filed 2026-10-19
First Financial Corp
DECREASED
Shares50,976 from 52,235
Change-1,259 (-2%)
Value$35.7M (-$148.5K)
Filed 2026-10-13
Envision Financial LLC
INCREASED
Shares50,926 from 43,539
Change+7,387 (+17%)
Value$35.7M (+$5.8M)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
INCREASED
Shares50,700 from 50,682
Change+18 (+0%)
Value$35.5M (+$725.2K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares50,535 from 47,358
Change+3,177 (+7%)
Value$35.4M (+$2.9M)
Filed 2026-10-14
Garde Capital, Inc.
DECREASED
Shares50,505 from 52,059
Change-1,554 (-3%)
Value$35.4M (-$357.4K)
Filed 2026-10-29
Canerector Inc
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$35.0M (+$702.5K)
Filed 2026-10-13
PKO Investment Management Joint-Stock Co
INCREASED
Shares49,982 from 49,725
Change+257 (+1%)
Value$35.0M (+$878.8K)
Filed 2026-10-19
HighRoad Wealth Advisors, LLC
DECREASED
Shares49,809 from 51,626
Change-1,817 (-4%)
Value$34.9M (-$547.7K)
Filed 2026-10-14
Woodside Wealth Management LLC
INCREASED
Shares49,788 from 49,298
Change+490 (+1%)
Value$34.9M (+$1.0M)
Filed 2026-10-16
Pearl Planning LLC
INCREASED
Shares49,450 from 45,453
Change+3,997 (+9%)
Value$34.7M (+$3.4M)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares49,358 from 48,815
Change+543 (+1%)
Value$34.6M (+$1.1M)
Filed 2026-10-14
Waldron Private Wealth LLC
INCREASED
Shares49,035 from 48,571
Change+464 (+1%)
Value$34.4M (+$1.0M)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares49,016 from 44,507
Change+4,509 (+10%)
Value$34.4M (+$3.8M)
Filed 2026-10-22
True North Advisors, LLC
NEW
Shares49,013
Change+49,013
Value$34.4M
Filed 2026-10-22
Romano Brothers and Company
INCREASED
Shares48,264 from 47,365
Change+899 (+2%)
Value$33.8M (+$1.3M)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares48,024 from 44,900
Change+3,124 (+7%)
Value$33.7M (+$2.8M)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares47,824 from 45,087
Change+2,737 (+6%)
Value$33.5M (+$2.6M)
Filed 2026-10-30
Trek Financial, LLC
DECREASED
Shares47,772 from 60,576
Change-12,804 (-21%)
Value$33.5M (-$8.1M)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
INCREASED
Shares47,502 from 44,932
Change+2,570 (+6%)
Value$33.3M (+$2.4M)
Filed 2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED
Shares47,328 from 46,454
Change+874 (+2%)
Value$33.2M (+$1.3M)
Filed 2026-11-05
EnRich Financial Partners LLC
DECREASED
Shares47,211 from 47,251
Change-40 (0%)
Value$33.1M (+$635.9K)
Filed 2026-10-21
McNaughton Wealth Management, LLC
INCREASED
Shares47,134 from 44,399
Change+2,735 (+6%)
Value$33.0M (+$2.5M)
Filed 2026-10-09
Powerhouse Assets LLC
DECREASED
Shares46,911 from 46,931
Change-20 (0%)
Value$32.9M (+$646.0K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares45,946 from 45,399
Change+547 (+1%)
Value$32.2M (+$1.0M)
Filed 2026-10-27
Freedom Financial Partners LLC
INCREASED
Shares45,623 from 44,394
Change+1,229 (+3%)
Value$32.0M (+$1.5M)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares45,599 from 43,560
Change+2,039 (+5%)
Value$32.0M (+$2.0M)
Filed 2026-10-13
Bryant Woods Investment Advisors, LLC
INCREASED
Shares45,583 from 44,105
Change+1,478 (+3%)
Value$31.9M (+$1.7M)
Filed 2026-10-26
O'Connor Financial Group LLC
INCREASED
Shares45,325 from 44,893
Change+432 (+1%)
Value$31.8M (+$933.4K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares45,166 from 45,760
Change-594 (-1%)
Value$31.7M (+$226.7K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
DECREASED
Shares45,164 from 46,663
Change-1,499 (-3%)
Value$31.7M (-$395.1K)
Filed 2026-10-26
Matrix Trust Co
INCREASED
Shares44,826 from 44,818
Change+8 (+0%)
Value$31.4K (+$636)
Filed 2026-10-07
Meridian Financial Partners LLC
INCREASED
Shares44,600 from 44,262
Change+338 (+1%)
Value$31.6M (+$1.1M)
Filed 2026-10-23
Fairscale Capital, LLC
DECREASED
Shares44,595 from 44,731
Change-136 (0%)
Value$31.0M (+$263.0K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares43,726 from 42,611
Change+1,115 (+3%)
Value$30.6M (+$1.4M)
Filed 2026-10-28
North Star Investment Management Corp.
DECREASED
Shares43,451 from 44,013
Change-562 (-1%)
Value$30.5M (+$224.6K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares43,286 from 43,122
Change+164 (+0%)
Value$30.3M (+$720.8K)
Filed 2026-11-04
Eagle Strategies LLC
INCREASED
Shares43,278 from 41,657
Change+1,621 (+4%)
Value$30.3M (+$1.7M)
Filed 2026-10-16
Base Wealth Management LLC
INCREASED
Shares43,248 from 43,061
Change+187 (+0%)
Value$30.3M (+$736.1K)
Filed 2026-10-21
1834 Investment Advisors Co
DECREASED
Shares42,974 from 43,073
Change-99 (0%)
Value$30.1M (+$536.0K)
Filed 2026-10-16
Merrithew & Thorsten Inc
DECREASED
Shares42,280 from 42,728
Change-448 (-1%)
Value$29.6M (+$286.6K)
Filed 2026-11-06
Banta Asset Management LP
INCREASED
Shares42,197 from 41,142
Change+1,055 (+3%)
Value$29.6M (+$1.3M)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares42,093 from 40,585
Change+1,508 (+4%)
Value$29.5M (+$1.6M)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares41,935 from 4,922
Change+37,013 (+752%)
Value$29.4M (+$26.0M)
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares41,722 from 37,706
Change+4,016 (+11%)
Value$29.2M (+$3.3M)
Filed 2026-10-19
Canton Hathaway, LLC
DECREASED
Shares41,627 from 44,750
Change-3,123 (-7%)
Value$29.2M (-$1.6M)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares41,627 from 42,620
Change-993 (-2%)
Value$29.2M (-$97.4K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
DECREASED
Shares41,490 from 41,683
Change-193 (0%)
Value$29.1M (+$450.0K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares41,425 from 40,213
Change+1,212 (+3%)
Value$29.0M (+$1.4M)
Filed 2026-10-29
Westwind Capital
NEW
Shares41,298
Change+41,298
Value$28.9K
Filed 2026-10-08
Carroll Advisory Group, LLC
DECREASED
Shares41,242 from 41,700
Change-458 (-1%)
Value$28.9M (+$264.8K)
Filed 2026-10-16
King Luther Capital Management Corp
DECREASED
Shares41,163 from 45,404
Change-4,241 (-9%)
Value$28.8M (-$2.3M)
Filed 2026-11-05
Topor & Co. Korea
DECREASED
Shares41,113 from 41,357
Change-244 (-1%)
Value$28.8M (+$410.1K)
Filed 2026-10-22
Naples Global Advisors, LLC
INCREASED
Shares40,813 from 40,597
Change+216 (+1%)
Value$28.6M (+$722.2K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares40,720 from 37,355
Change+3,365 (+9%)
Value$28.5M (+$2.9M)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares40,688 from 41,241
Change-553 (-1%)
Value$28.5M (+$191.6K)
Filed 2026-10-07
Peachtree Investment Partners, LLC
INCREASED
Shares40,499 from 36,932
Change+3,567 (+10%)
Value$28.4M (+$3.0M)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares40,097 from 43,074
Change-2,977 (-7%)
Value$28.1M (-$1.5M)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares40,052 from 23,087
Change+16,965 (+73%)
Value$28.1M (+$12.2M)
Filed 2026-10-28
Family Office Research LLC
DECREASED
Shares39,830 from 39,949
Change-119 (0%)
Value$27.9M (+$478.8K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
INCREASED
Shares39,790 from 38,501
Change+1,289 (+3%)
Value$27.9M (+$1.4M)
Filed 2026-10-15
TMB Capital Partners, LLC
INCREASED
Shares39,733 from 38,803
Change+930 (+2%)
Value$27.8M (+$1.2M)
Filed 2026-10-20
Lotus Asset Management LLC
INCREASED
Shares39,699 from 38,688
Change+1,011 (+3%)
Value$27.8M (+$1.2M)
Filed 2026-10-14
Retirement Wealth Solutions LLC
DECREASED
Shares39,491 from 39,857
Change-366 (-1%)
Value$27.7M (+$303.1K)
Filed 2026-10-07
Tsfg, LLC
DECREASED
Shares39,420 from 40,195
Change-775 (-2%)
Value$27.6K (-$27.6M)
Filed 2026-10-23
Prospera Capital Management, LLC
INCREASED
Shares39,402 from 38,034
Change+1,368 (+4%)
Value$27.6M (+$1.3M)
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
INCREASED
Shares39,109 from 38,096
Change+1,013 (+3%)
Value$27.4M (+$1.2M)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares38,909 from 37,751
Change+1,158 (+3%)
Value$27.3M (+$1.3M)
Filed 2026-10-26
Manchester Capital Management LLC
INCREASED
Shares38,881 from 37,961
Change+920 (+2%)
Value$27.2M (+$1.2M)
Filed 2026-10-22
Intelligent Financial Strategies
DECREASED
Shares38,686 from 40,378
Change-1,692 (-4%)
Value$27.1M (-$618.5K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares38,680 from 35,928
Change+2,752 (+8%)
Value$27.1M (+$2.4M)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares38,610 from 40,733
Change-2,123 (-5%)
Value$27.1M (-$915.6K)
Filed 2026-11-04
Richardson Capital Management LLC
INCREASED
Shares38,535 from 36,747
Change+1,788 (+5%)
Value$27.0M (+$1.8M)
Filed 2026-10-23
Capital City Trust Co
INCREASED
Shares38,471 from 37,634
Change+837 (+2%)
Value$27.0M (+$1.1M)
Filed 2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares38,466 from 38,466
Change0 (0%)
Value$27.0M (+$540.4K)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
DECREASED
Shares38,346 from 38,432
Change-86 (0%)
Value$26.9M (+$479.7K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares38,186 from 38,216
Change-30 (0%)
Value$26.8M (+$516.4K)
Filed 2026-10-22
Chris Bulman Inc
INCREASED
Shares38,129 from 35,322
Change+2,807 (+8%)
Value$26.7M (+$2.5M)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares38,007 from 50,224
Change-12,217 (-24%)
Value$26.6M (-$5.7M)
Filed 2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED
Shares37,997 from 38,801
Change-804 (-2%)
Value$26.6K (-$26.6M)
Filed 2026-11-05
Piedmont Capital Management, LLC
INCREASED
Shares37,994 from 36,924
Change+1,070 (+3%)
Value$26.6M (+$1.3M)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares37,887 from 36,222
Change+1,665 (+5%)
Value$26.6M (+$1.4M)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares37,401 from 37,714
Change-313 (-1%)
Value$26.2M (+$310.8K)
Filed 2026-11-05
Wesbanco Bank Inc
INCREASED
Shares37,268 from 35,518
Change+1,750 (+5%)
Value$26.1M (+$1.7M)
Filed 2026-11-04
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares37,200 from 37,200
Change0 (0%)
Value$26.1M (+$522.7K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares37,153 from 35,680
Change+1,473 (+4%)
Value$26.0M (+$1.5M)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares37,127 from 30,316
Change+6,811 (+22%)
Value$26.0M (+$5.2M)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
INCREASED
Shares37,097 from 30,642
Change+6,455 (+21%)
Value$26.1M (+$5.1M)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares37,063 from 36,803
Change+260 (+1%)
Value$26.0M (+$698.5K)
Filed 2026-11-04
Dodds Wealth, LLC
INCREASED
Shares36,851 from 35,078
Change+1,773 (+5%)
Value$25.8M (+$1.7M)
Filed 2026-11-02
Maseco LLP
DECREASED
Shares36,480 from 37,569
Change-1,089 (-3%)
Value$25.6M (-$210.4K)
Filed 2026-10-27
MKT Advisors LLC
DECREASED
Shares36,286 from 37,294
Change-1,008 (-3%)
Value$25.8M (+$186.0K)
Filed 2026-10-20
AMG Asset Management Group, Inc.
INCREASED
Shares36,056 from 35,372
Change+684 (+2%)
Value$25.3M (+$976.4K)
Filed 2026-10-21
Conning Inc.
DECREASED
Shares36,014 from 44,272
Change-8,258 (-19%)
Value$25.2M (-$5.2M)
Filed 2026-10-27
First American Bank
INCREASED
Shares35,944 from 32,914
Change+3,030 (+9%)
Value$25.2M (+$2.6M)
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares35,911 from 36,563
Change-652 (-2%)
Value$25.2M (+$56.7K)
Filed 2026-10-22
Sage Investment Advisers LLC
INCREASED
Shares35,716 from 30,994
Change+4,722 (+15%)
Value$25.0M (+$3.7M)
Filed 2026-10-21
Precedent Wealth Partners, LLC
INCREASED
Shares35,513 from 28,604
Change+6,909 (+24%)
Value$24.9M (+$5.2M)
Filed 2026-10-21
CWS Financial Advisors, LLC
DECREASED
Shares35,458 from 37,948
Change-2,490 (-7%)
Value$24.9M (-$1.2M)
Filed 2026-10-16
Clark Financial Services Group Inc
INCREASED
Shares35,417 from 34,766
Change+651 (+2%)
Value$24.8M (+$944.4K)
Filed 2026-10-19
Wealth Group Ltd
DECREASED
Shares35,400 from 36,336
Change-936 (-3%)
Value$25.0M (+$90.9K)
Filed 2026-10-07
Balentine LLC
DECREASED
Shares35,320 from 35,453
Change-133 (0%)
Value$24.8M (+$405.0K)
Filed 2026-11-03
Barings LLC
UNCHANGED
Shares35,299 from 35,299
Change0 (0%)
Value$24.7M (+$496.0K)
Filed 2026-10-22
Western Reserve Capital Management, LLC
DECREASED
Shares35,197 from 35,536
Change-339 (-1%)
Value$24.7M (+$261.7K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares35,189 from 33,307
Change+1,882 (+6%)
Value$24.7M (+$1.8M)
Filed 2026-10-26
North Point Portfolio Managers Corp
INCREASED
Shares35,160 from 25,264
Change+9,896 (+39%)
Value$24.6M (+$7.3M)
Filed 2026-10-07
waypoint wealth counsel
INCREASED
Shares35,104 from 34,498
Change+606 (+2%)
Value$24.6M (+$909.2K)
Filed 2026-10-22
Alamar Capital Management, LLC
DECREASED
Shares34,934 from 36,411
Change-1,477 (-4%)
Value$24.5M (-$523.6K)
Filed 2026-11-02
Skyline Advisors, Inc.
INCREASED
Shares34,586 from 27,812
Change+6,774 (+24%)
Value$24.2M (+$5.1M)
Filed 2026-11-03
jvl associates llc
DECREASED
Shares34,540 from 34,877
Change-337 (-1%)
Value$24.2M (+$253.9K)
Filed 2026-10-09
Sageworth Trust Co of South Dakota
INCREASED
Shares34,484 from 28,219
Change+6,265 (+22%)
Value$24.2M (+$4.8M)
Filed 2026-10-30
Lakeshore Financial Planning, Inc.
DECREASED
Shares33,966 from 34,551
Change-585 (-2%)
Value$23.8M (+$74.5K)
Filed 2026-10-13
Community Bank, N.A.
UNCHANGED
Shares33,766 from 33,766
Change0 (0%)
Value$23.7M (+$474.4K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
INCREASED
Shares33,632 from 32,873
Change+759 (+2%)
Value$23.6M (+$994.2K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares33,297 from 30,176
Change+3,121 (+10%)
Value$23.3M (+$2.6M)
Filed 2026-10-29
JHP Wealth Management, LLC
DECREASED
Shares33,228 from 33,257
Change-29 (0%)
Value$23.3M (+$447.0K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
INCREASED
Shares33,094 from 33,029
Change+65 (+0%)
Value$23.2M (+$509.8K)
Filed 2026-10-21
Lake Hills Wealth Management, LLC
DECREASED
Shares32,963 from 33,325
Change-362 (-1%)
Value$23.1M (+$214.5K)
Filed 2026-10-07
Sapient Capital LLC
INCREASED
Shares32,861 from 31,454
Change+1,407 (+4%)
Value$23.0M (+$1.4M)
Filed 2026-10-08
Caldwell Trust Co
INCREASED
Shares32,783 from 32,714
Change+69 (+0%)
Value$23.0M (+$508.0K)
Filed 2026-10-30
Meridian Wealth Management, LLC
INCREASED
Shares32,782 from 32,325
Change+457 (+1%)
Value$23.0M (+$774.2K)
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares32,773 from 32,803
Change-30 (0%)
Value$23.0M (+$444.1K)
Filed 2026-10-29
Braun Stacey Associates Inc
DECREASED
Shares32,676 from 33,455
Change-779 (-2%)
Value$22.9M (-$75.9K)
Filed 2026-10-19
Joel Adams & Associates, Inc.
INCREASED
Shares32,591 from 32,441
Change+150 (+0%)
Value$22.8M (+$561.1K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
DECREASED
Shares32,534 from 34,985
Change-2,451 (-7%)
Value$22.8K (-$1.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares32,508 from 27,559
Change+4,949 (+18%)
Value$22.8M (+$3.9M)
Filed 2026-10-14
Matrix Asset Advisors Inc
INCREASED
Shares32,442 from 31,620
Change+822 (+3%)
Value$22.7M (+$1.0M)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares32,415 from 32,596
Change-181 (-1%)
Value$22.7M (+$331.2K)
Filed 2026-10-20
Cynosure Group, LLC
DECREASED
Shares32,319 from 33,505
Change-1,186 (-4%)
Value$22.7M (-$358.9K)
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares32,261 from 32,338
Change-77 (0%)
Value$22.6M (+$400.3K)
Filed 2026-10-27
Blue Square Asset Management, LLC
INCREASED
Shares32,114 from 31,058
Change+1,056 (+3%)
Value$22.5M (+$1.2M)
Filed 2026-11-02
Secure Asset Management, LLC
INCREASED
Shares32,033 from 29,953
Change+2,080 (+7%)
Value$22.5M (+$1.9M)
Filed 2026-10-19
Clark Asset Management, LLC
INCREASED
Shares32,000 from 27,367
Change+4,633 (+17%)
Value$22.4M (+$3.6M)
Filed 2026-10-19
Stone Wealth Partners
INCREASED
Shares31,994 from 15,435
Change+16,559 (+107%)
Value$22.4M (+$11.8M)
Filed 2026-11-05
Nottingham Advisors, Inc.
INCREASED
Shares31,893 from 31,888
Change+5 (+0%)
Value$22.4M (+$645.8K)
Filed 2026-10-29
Burney Co/
INCREASED
Shares31,888 from 31,379
Change+509 (+2%)
Value$22.3M (+$797.6K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares31,876 from 34,333
Change-2,457 (-7%)
Value$22.3M (-$1.2M)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares31,857 from 30,198
Change+1,659 (+5%)
Value$22.3M (+$1.6M)
Filed 2026-10-09
GC Wealth Management RIA, LLC
INCREASED
Shares31,771 from 29,388
Change+2,383 (+8%)
Value$22.3M (+$2.1M)
Filed 2026-11-02
Ballentine Capital Advisors, Inc
INCREASED
Shares31,760 from 31,522
Change+238 (+1%)
Value$22.3M (+$609.1K)
Filed 2026-10-14
Baker Ellis Asset Management LLC
INCREASED
Shares31,738 from 30,805
Change+933 (+3%)
Value$22.2M (+$1.1M)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares31,549 from 31,265
Change+284 (+1%)
Value$22.1M (+$638.5K)
Filed 2026-10-20
International Assets Investment Management, LLC
INCREASED
Shares31,470 from 28,507
Change+2,963 (+10%)
Value$22.1M (+$2.6M)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares31,445 from 28,069
Change+3,376 (+12%)
Value$22.0M (+$2.8M)
Filed 2026-10-28
Washington Trust Advisors, Inc.
INCREASED
Shares31,046 from 28,141
Change+2,905 (+10%)
Value$21.8M (+$2.4M)
Filed 2026-10-22
Sunbeam Capital Management, LLC
DECREASED
Shares30,942 from 31,141
Change-199 (-1%)
Value$21.7M (+$298.1K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares30,533 from 28,944
Change+1,589 (+5%)
Value$21.4M (+$1.5M)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares30,454 from 30,771
Change-317 (-1%)
Value$21.3M (+$209.8K)
Filed 2026-10-28
Bestgate Wealth Advisors, LLC
INCREASED
Shares30,410 from 3,420
Change+26,990 (+789%)
Value$21.3M (+$19.0M)
Filed 2026-10-13
Davidson Kahn Capital Management, LLC
DECREASED
Shares30,391 from 30,466
Change-75 (0%)
Value$21.3M (+$374.4K)
Filed 2026-10-26
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares30,225 from 31,900
Change-1,675 (-5%)
Value$21.2M (-$725.7K)
Filed 2026-10-29
Ironsides Asset Advisors, LLC
INCREASED
Shares29,572 from 29,552
Change+20 (+0%)
Value$20.7M (+$429.5K)
Filed 2026-10-20
Stone Loft Wealth Management LLC
INCREASED
Shares29,330 from 24,227
Change+5,103 (+21%)
Value$20.6M (+$3.7M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares29,330 from 29,123
Change+207 (+1%)
Value$20.6M (+$554.2K)
Filed 2026-10-26
Yankcom Partnership
INCREASED
Shares29,192 from 26,341
Change+2,851 (+11%)
Value$20.5M (+$2.4M)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares29,184 from 28,607
Change+577 (+2%)
Value$20.5M (+$806.6K)
Filed 2026-11-02
Gibson Wealth Advisors LLC
DECREASED
Shares29,083 from 29,266
Change-183 (-1%)
Value$20.4M (+$282.7K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares29,070 from 23,475
Change+5,595 (+24%)
Value$20.4M (+$6.3M)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares29,011 from 29,290
Change-279 (-1%)
Value$20.3M (+$216.3K)
Filed 2026-10-23
Avory & Company, LLC
UNCHANGED
Shares28,810 from 28,810
Change0 (0%)
Value$20.2M (+$404.8K)
Filed 2026-10-21
NewCorp Financial Services, Inc.
DECREASED
Shares28,770 from 30,346
Change-1,576 (-5%)
Value$20.2M (-$677.6K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares28,710
Change+28,710
Value$19.9K
Filed 2026-11-03
FWG Investments, Llc.
INCREASED
Shares28,557 from 27,472
Change+1,085 (+4%)
Value$20.0M (+$1.1M)
Filed 2026-11-03
Arista Wealth Management, LLC
DECREASED
Shares28,367 from 28,421
Change-54 (0%)
Value$19.9M (+$361.6K)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares28,259 from 28,084
Change+175 (+1%)
Value$19.8M (+$517.4K)
Filed 2026-11-05
Copper Harbor Investment Advisors, LLC
INCREASED
Shares27,997 from 27,598
Change+399 (+1%)
Value$19.6M (+$667.7K)
Filed 2026-10-16
Abacus Planning Group, Inc.
DECREASED
Shares27,939 from 29,477
Change-1,538 (-5%)
Value$19.6M (-$663.7K)
Filed 2026-11-02
First Premier Bank
DECREASED
Shares27,607 from 35,458
Change-7,851 (-22%)
Value$19.3K (-$5.0K)
Filed 2026-10-13
Pictet North America Advisors SA
NEW
Shares27,529
Change+27,529
Value$19.3M
Filed 2026-10-21
Rossmore Private Capital
INCREASED
Shares27,155 from 26,403
Change+752 (+3%)
Value$19.0M (+$898.0K)
Filed 2026-10-27
McClarren Financial Advisors, Inc.
INCREASED
Shares27,147 from 23,156
Change+3,991 (+17%)
Value$19.0M (+$3.1M)
Filed 2026-10-15
Corda Investment Management, Llc.
DECREASED
Shares27,146 from 27,166
Change-20 (0%)
Value$19.0M (+$368.1K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares26,987 from 26,716
Change+271 (+1%)
Value$18.9M (+$565.1K)
Filed 2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED
Shares26,957 from 28,397
Change-1,440 (-5%)
Value$18.9M (-$610.6K)
Filed 2026-11-04
WoodTrust Financial Corp
INCREASED
Shares26,837 from 26,737
Change+100 (+0%)
Value$18.8K (-$18.3M)
Filed 2026-10-09
Charis Legacy Partners, LLC
INCREASED
Shares26,809 from 24,916
Change+1,893 (+8%)
Value$18.8M (+$1.7M)
Filed 2026-10-22
Resonant Capital Advisors, LLC
DECREASED
Shares26,643 from 26,734
Change-91 (0%)
Value$18.7M (+$311.9K)
Filed 2026-10-15
Invenio Wealth Partners LLC
DECREASED
Shares26,538 from 26,565
Change-27 (0%)
Value$18.6M (+$354.3K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
INCREASED
Shares26,448 from 25,525
Change+923 (+4%)
Value$18.5M (+$1.2M)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares26,320 from 143
Change+26,177 (+18306%)
Value$18.4M (+$18.3M)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares26,172 from 35,176
Change-9,004 (-26%)
Value$18.3M (-$5.8M)
Filed 2026-11-05
Climber Capital SA
DECREASED
Shares26,150 from 26,200
Change-50 (0%)
Value$17.0M (-$571.3K)
Filed 2026-10-20
Curbstone Financial Management Corp
INCREASED
Shares26,082 from 26,032
Change+50 (+0%)
Value$18.3M (+$400.8K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
INCREASED
Shares26,011 from 25,676
Change+335 (+1%)
Value$18.2M (+$595.4K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares25,980 from 33,585
Change-7,605 (-23%)
Value$18.2M (-$4.9M)
Filed 2026-10-26
Hegarty Advisors, LLC
INCREASED
Shares25,921 from 23,534
Change+2,387 (+10%)
Value$18.2M (+$2.0M)
Filed 2026-10-20
Harbour Trust & Investment Management Co
NEW
Shares25,873
Change+25,873
Value$18.1M
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares25,838 from 24,663
Change+1,175 (+5%)
Value$18.1M (+$1.2M)
Filed 2026-10-08
Verus Wealth Management, LLC
INCREASED
Shares25,689 from 22,686
Change+3,003 (+13%)
Value$18.0M (+$2.4M)
Filed 2026-10-13
Thrive Capital Management, LLC
INCREASED
Shares25,658 from 21,061
Change+4,597 (+22%)
Value$18.0M (+$3.5M)
Filed 2026-10-28
OFC Financial Planning, LLC
INCREASED
Shares25,569 from 25,191
Change+378 (+2%)
Value$17.9M (+$618.5K)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares25,529 from 26,100
Change-571 (-2%)
Value$17.9M (-$33.5K)
Filed 2026-11-05
Avity Investment Management Inc.
INCREASED
Shares25,489 from 24,885
Change+604 (+2%)
Value$17.9M (+$773.0K)
Filed 2026-10-09
NBT Bank, N.A.
DECREASED
Shares25,452 from 25,641
Change-189 (-1%)
Value$17.8M (+$227.6K)
Filed 2026-10-21
Vicus Capital
INCREASED
Shares25,269 from 25,228
Change+41 (+0%)
Value$17.7M (+$383.2K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares25,050 from 21,392
Change+3,658 (+17%)
Value$17.6M (+$2.9M)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares24,955 from 21,890
Change+3,065 (+14%)
Value$17.5M (+$2.5M)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares24,917 from 31,884
Change-6,967 (-22%)
Value$17.6M (-$4.3M)
Filed 2026-10-15
Freestate Advisors LLC
DECREASED
Shares24,915 from 25,809
Change-894 (-3%)
Value$17.5M (-$264.2K)
Filed 2026-10-09
Tactive Advisors, LLC
DECREASED
Shares24,705 from 24,739
Change-34 (0%)
Value$17.3M (+$324.4K)
Filed 2026-10-08
Midwest Financial Partners Investments, Inc.
INCREASED
Shares24,686 from 22,535
Change+2,151 (+10%)
Value$17.3M (+$1.8M)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares24,577 from 24,537
Change+40 (+0%)
Value$17.2M (+$372.7K)
Filed 2026-10-19
Guardian Financial Partners, LLC
DECREASED
Shares24,543 from 25,754
Change-1,211 (-5%)
Value$17.2M (-$487.0K)
Filed 2026-11-04
Vested Financial Planning, LLC
DECREASED
Shares24,542 from 28,143
Change-3,601 (-13%)
Value$17.2M (-$2.1M)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares24,235 from 25,522
Change-1,287 (-5%)
Value$17.0M (-$543.3K)
Filed 2026-10-30
A4 Wealth Advisors LLC
DECREASED
Shares24,226 from 27,918
Change-3,692 (-13%)
Value$17.0M (-$2.2M)
Filed 2026-10-20
Fermata Advisors, LLC
INCREASED
Shares24,204 from 15,403
Change+8,801 (+57%)
Value$17.0M (+$6.4M)
Filed 2026-10-13
Peak Financial Management, Inc.
DECREASED
Shares24,159 from 24,661
Change-502 (-2%)
Value$16.9M (-$5.1K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares24,154 from 16,287
Change+7,867 (+48%)
Value$16.9M (+$5.7M)
Filed 2026-10-21
Xena Financial Planning, LLC
INCREASED
Shares24,085 from 23,209
Change+876 (+4%)
Value$16.9M (+$940.1K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
INCREASED
Shares24,065 from 22,869
Change+1,196 (+5%)
Value$16.9M (+$1.2M)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares24,057 from 3,551
Change+20,506 (+577%)
Value$16.9M (+$14.5M)
Filed 2026-10-13
TFB Advisors LLC
DECREASED
Shares23,993 from 24,314
Change-321 (-1%)
Value$16.8M (+$117.1K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED
Shares23,940 from 23,452
Change+488 (+2%)
Value$16.8M (+$671.5K)
Filed 2026-10-23
Flower City Capital
INCREASED
Shares23,887 from 23,825
Change+62 (+0%)
Value$16.7M (+$378.2K)
Filed 2026-10-15
Trinity Financial Advisors LLC
INCREASED
Shares23,804 from 22,700
Change+1,104 (+5%)
Value$16.7M (+$1.1M)
Filed 2026-10-09
Laurel Wealth Planning LLC
DECREASED
Shares23,705 from 24,575
Change-870 (-4%)
Value$16.6M (-$264.5K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares23,705 from 23,033
Change+672 (+3%)
Value$16.6M (+$795.5K)
Filed 2026-10-14
Payden & Rygel
DECREASED
Shares23,688 from 25,632
Change-1,944 (-8%)
Value$16.6K (-$17.6M)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares23,672 from 21,939
Change+1,733 (+8%)
Value$16.6M (+$1.5M)
Filed 2026-11-04
Oath Planning, LLC
INCREASED
Shares23,670 from 20,240
Change+3,430 (+17%)
Value$16.6M (+$2.7M)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares23,588 from 23,595
Change-7 (0%)
Value$16.5M (+$326.5K)
Filed 2026-10-21
August Group Capital Ltd
INCREASED
Shares23,564 from 13,192
Change+10,372 (+79%)
Value$16.5M (+$7.5M)
Filed 2026-10-14
Calder Financial LLC
DECREASED
Shares23,371 from 23,838
Change-467 (-2%)
Value$16.4M (+$7.1K)
Filed 2026-10-13
Strategic Financial Group, LLC
DECREASED
Shares23,340 from 23,462
Change-122 (-1%)
Value$16.4M (+$244.1K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
INCREASED
Shares23,324 from 23,063
Change+261 (+1%)
Value$16.3M (+$506.7K)
Filed 2026-10-13
Bishop & Co Investment Management, LLC
DECREASED
Shares23,297 from 23,575
Change-278 (-1%)
Value$16.3M (+$135.9K)
Filed 2026-11-05
DeDora Capital, Inc.
DECREASED
Shares23,196 from 23,813
Change-617 (-3%)
Value$16.3M (-$97.8K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares23,096 from 42,655
Change-19,559 (-46%)
Value$16.2M (-$13.1M)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
INCREASED
Shares23,028 from 10,868
Change+12,160 (+112%)
Value$16.1M (+$8.7M)
Filed 2026-10-14
Legacy Wealth Partners, LLC
DECREASED
Shares23,024 from 23,126
Change-102 (0%)
Value$16.1M (+$253.5K)
Filed 2026-10-15
Traynor Capital Management, Inc.
DECREASED
Shares22,803 from 24,428
Change-1,625 (-7%)
Value$16.0M (-$795.1K)
Filed 2026-10-29
Roth Financial Partners LLC
DECREASED
Shares22,785 from 23,586
Change-801 (-3%)
Value$16.0M (-$230.0K)
Filed 2026-10-06
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares22,726 from 22,119
Change+607 (+3%)
Value$15.9M (+$736.1K)
Filed 2026-10-27
SVB Wealth LLC
DECREASED
Shares22,673 from 28,344
Change-5,671 (-20%)
Value$15.9M (-$3.6M)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares22,647 from 15,879
Change+6,768 (+43%)
Value$15.9M (+$5.0M)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares22,645 from 22,645
Change0 (0%)
Value$15.9M (+$318.2K)
Filed 2026-10-14
Fiduciary Advisors, Inc.
DECREASED
Shares22,539 from 23,117
Change-578 (-2%)
Value$15.8M (-$80.5K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,524 from 20,743
Change+1,781 (+9%)
Value$15.8M (+$1.5M)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares22,410 from 13,322
Change+9,088 (+68%)
Value$15.7M (+$6.6M)
Filed 2026-10-19
Smith Partners Wealth Management, LLC
INCREASED
Shares22,326 from 18,702
Change+3,624 (+19%)
Value$15.6M (+$2.8M)
Filed 2026-11-05
Bison Wealth, LLC
DECREASED
Shares22,302 from 22,792
Change-490 (-2%)
Value$15.9M (+$208.4K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares22,299 from 21,966
Change+333 (+2%)
Value$15.6M (+$542.0K)
Filed 2026-10-13
Agate Pass Investment Management, LLC
INCREASED
Shares21,907 from 19,071
Change+2,836 (+15%)
Value$15.4M (+$2.3M)
Filed 2026-10-20
Sachem Hill LLC
DECREASED
Shares21,879 from 22,285
Change-406 (-2%)
Value$15.3M (+$28.8K)
Filed 2026-10-14
Patten & Patten Inc
DECREASED
Shares21,790 from 21,819
Change-29 (0%)
Value$15.3M (+$285.8K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares21,757 from 23,001
Change-1,244 (-5%)
Value$15.2M (-$548.7K)
Filed 2026-10-29
Luminvest Wealth Management LLC
DECREASED
Shares21,566 from 23,198
Change-1,632 (-7%)
Value$15.2M (-$651.3K)
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares21,529 from 21,629
Change-100 (0%)
Value$15.1M (+$233.8K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares21,470 from 22,135
Change-665 (-3%)
Value$15.0M (-$155.2K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares21,424 from 15,079
Change+6,345 (+42%)
Value$15.3M (+$4.9M)
Filed 2026-10-13
Birch Financial Group, LLC
INCREASED
Shares21,416 from 21,233
Change+183 (+1%)
Value$15.0M (+$426.0K)
Filed 2026-10-27
Soundwatch Capital LLC
DECREASED
Shares21,411 from 21,506
Change-95 (0%)
Value$15.1M (+$378.6K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED
Shares21,073 from 20,998
Change+75 (+0%)
Value$14.8M (+$347.1K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares21,046 from 19,470
Change+1,576 (+8%)
Value$14.8M (+$1.5M)
Filed 2026-10-19
Navigate Wealth Management, LLC
INCREASED
Shares20,988 from 18,576
Change+2,412 (+13%)
Value$15.0M (+$2.3M)
Filed 2026-10-14
Donalies Financial Planning, LLC
DECREASED
Shares20,815 from 20,836
Change-21 (0%)
Value$14.6M (+$278.2K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares20,809 from 16,951
Change+3,858 (+23%)
Value$14.6M (+$3.0M)
Filed 2026-10-13
Atlatl Advisers LLC
DECREASED
Shares20,769 from 21,099
Change-330 (-2%)
Value$14.6M (+$65.0K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares20,694 from 20,401
Change+293 (+1%)
Value$14.5M (+$492.1K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
INCREASED
Shares20,433 from 18,424
Change+2,009 (+11%)
Value$14.3M (+$1.7M)
Filed 2026-10-20
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares20,430 from 13,300
Change+7,130 (+54%)
Value$14.3M (+$5.2M)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares20,405 from 19,884
Change+521 (+3%)
Value$14.3M (+$644.0K)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares20,220 from 18,182
Change+2,038 (+11%)
Value$13.6M (+$1.1M)
Filed 2026-11-04
Landaas & Co
INCREASED
Shares20,174 from 19,854
Change+320 (+2%)
Value$14.1M (+$503.3K)
Filed 2026-10-29
Y.D. More Investments Ltd
DECREASED
Shares20,004 from 32,492
Change-12,488 (-38%)
Value$14.0M (-$8.3M)
Filed 2026-11-02
Websterrogers Financial Advisors, LLC
INCREASED
Shares19,999 from 19,639
Change+360 (+2%)
Value$14.0M (+$527.4K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares19,989 from 20,781
Change-792 (-4%)
Value$14.0M (-$263.1K)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares19,974 from 20,653
Change-679 (-3%)
Value$14.0M (-$185.7K)
Filed 2026-10-15
Independence Bank of Kentucky
INCREASED
Shares19,953 from 19,262
Change+691 (+4%)
Value$14.0M (+$754.9K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED
Shares19,942 from 16,235
Change+3,707 (+23%)
Value$14.0M (+$2.8M)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares19,906 from 22,783
Change-2,877 (-13%)
Value$14.0M (-$1.7M)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares19,870 from 19,488
Change+382 (+2%)
Value$13.9M (+$542.0K)
Filed 2026-10-14
Cannon Capital Management, Inc.
INCREASED
Shares19,809 from 19,341
Change+468 (+2%)
Value$13.9M (+$599.9K)
Filed 2026-11-03
VAN Strum & Towne Inc.
DECREASED
Shares19,806 from 20,014
Change-208 (-1%)
Value$13.9M (+$135.4K)
Filed 2026-11-06
Viewpoint Capital Management LLC
INCREASED
Shares19,699 from 19,585
Change+114 (+1%)
Value$13.8M (+$355.3K)
Filed 2026-10-27
SP Asset Management LLC
INCREASED
Shares19,645 from 18,953
Change+692 (+4%)
Value$13.8M (+$751.8K)
Filed 2026-11-05
Prosperitas Financial LLC
DECREASED
Shares19,545 from 19,816
Change-271 (-1%)
Value$13.7M (+$88.4K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares19,544 from 18,591
Change+953 (+5%)
Value$13.7M (+$929.6K)
Filed 2026-10-21
Junk Investment Group, LLC
INCREASED
Shares19,514 from 18,834
Change+680 (+4%)
Value$13.7M (+$741.3K)
Filed 2026-10-19
Cambridge Capital Management, LLC
INCREASED
Shares19,493 from 19,019
Change+474 (+2%)
Value$13.7M (+$599.2K)
Filed 2026-10-19
Hyposwiss Advisors SA
INCREASED
Shares19,402 from 19,235
Change+167 (+1%)
Value$13.6M (+$387.3K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares19,376 from 19,242
Change+134 (+1%)
Value$13.6M (+$364.1K)
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares19,347 from 19,518
Change-171 (-1%)
Value$13.6M (+$154.4K)
Filed 2026-10-06
Mitchell Sinkler & Starr
INCREASED
Shares19,288 from 18,801
Change+487 (+3%)
Value$13.5M (+$605.5K)
Filed 2026-10-13
Pinnacle Associates LTD
INCREASED
Shares19,274 from 17,965
Change+1,309 (+7%)
Value$13.5M (+$1.2M)
Filed 2026-10-20
River's Edge Wealth Management, LLC
INCREASED
Shares19,269 from 18,823
Change+446 (+2%)
Value$13.5M (+$460.0K)
Filed 2026-10-19
Financial Enhancement Group LLC
INCREASED
Shares19,163 from 15,648
Change+3,515 (+22%)
Value$13.7M (+$2.9M)
Filed 2026-10-08
First United Bank & Trust
INCREASED
Shares19,028 from 18,402
Change+626 (+3%)
Value$13.3M (+$697.3K)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares18,988 from 17,675
Change+1,313 (+7%)
Value$13.3M (+$1.2M)
Filed 2026-10-27
Philadelphia Trust Co
DECREASED
Shares18,965 from 20,987
Change-2,022 (-10%)
Value$13.3K (-$14.4M)
Filed 2026-11-05
West Bancorporation Inc
INCREASED
Shares18,930 from 17,468
Change+1,462 (+8%)
Value$13.3M (+$1.3M)
Filed 2026-10-29
Coyle Financial Counsel LLC
DECREASED
Shares18,908 from 20,307
Change-1,399 (-7%)
Value$13.3M (-$694.8K)
Filed 2026-10-28
Pachira Investments Inc.
DECREASED
Shares18,851 from 19,798
Change-947 (-5%)
Value$13.2M (-$385.8K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
INCREASED
Shares18,775 from 17,630
Change+1,145 (+6%)
Value$13.2M (+$1.1M)
Filed 2026-10-14
White Lighthouse Investment Management Inc.
INCREASED
Shares18,755 from 18,466
Change+289 (+2%)
Value$13.1M (+$462.2K)
Filed 2026-10-21
Rockland Trust Co
INCREASED
Shares18,751 from 18,576
Change+175 (+1%)
Value$13.1M (+$383.6K)
Filed 2026-10-05
Bath Savings Trust Co
INCREASED
Shares18,594 from 16,448
Change+2,146 (+13%)
Value$13.0M (+$1.7M)
Filed 2026-10-07
Global Financial Private Client, LLC
INCREASED
Shares18,592 from 18,336
Change+256 (+1%)
Value$13.0M (+$437.8K)
Filed 2026-10-15
Mcdonald Partners LLC
INCREASED
Shares18,422 from 17,489
Change+933 (+5%)
Value$12.9M (+$899.0K)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares18,392 from 17,600
Change+792 (+5%)
Value$12.9M (+$802.4K)
Filed 2026-10-26
Northstar Asset Management Co
INCREASED
Shares18,385 from 18,118
Change+267 (+1%)
Value$13.1M (+$761.9K)
Filed 2026-10-22
KWB Wealth
UNCHANGED
Shares18,293 from 18,293
Change0 (0%)
Value$12.8M (+$257.0K)
Filed 2026-10-16
J.Safra Asset Management Corp
DECREASED
Shares18,282 from 19,499
Change-1,217 (-6%)
Value$12.8M (-$579.1K)
Filed 2026-11-03
Pullen Investment Management, LLC
DECREASED
Shares18,253 from 18,936
Change-683 (-4%)
Value$12.8M (-$212.6K)
Filed 2026-10-23
Disciplina Capital Management LLC
DECREASED
Shares18,229 from 20,094
Change-1,865 (-9%)
Value$12.8M (-$1.0M)
Filed 2026-11-06
Good Steward Wealth Advisors,LLC
INCREASED
Shares18,215 from 16,626
Change+1,589 (+10%)
Value$12.8M (+$1.3M)
Filed 2026-11-06
Hudson Oak Wealth Advisory LLC
DECREASED
Shares18,023 from 18,165
Change-142 (-1%)
Value$12.6M (+$155.7K)
Filed 2026-10-16
Five Pine Wealth Management
INCREASED
Shares18,002 from 17,992
Change+10 (+0%)
Value$12.6M (+$259.9K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
DECREASED
Shares17,945 from 18,813
Change-868 (-5%)
Value$12.6M (-$344.1K)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares17,937 from 16,247
Change+1,690 (+10%)
Value$12.6M (+$1.4M)
Filed 2026-10-15
LS Investment Advisors, LLC
INCREASED
Shares17,888 from 17,111
Change+777 (+5%)
Value$12.5M (+$785.2K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares17,864 from 41,114
Change-23,250 (-57%)
Value$12.5M (-$15.7M)
Filed 2026-10-19
Delta Wealth Advisors LLC
DECREASED
Shares17,853 from 18,509
Change-656 (-4%)
Value$12.5M (-$200.0K)
Filed 2026-10-09
Seven Hills Financial, LLC
NEW
Shares17,851
Change+17,851
Value$12.5M
Filed 2026-10-13
Union Bancaire Privee, UBP SA
INCREASED
Shares17,721 from 3,825
Change+13,896 (+363%)
Value$12.4M (+$9.9M)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares17,714 from 15,006
Change+2,708 (+18%)
Value$12.4M (+$2.1M)
Filed 2026-11-06
Cove Private Wealth, LLC
INCREASED
Shares17,661 from 15,108
Change+2,553 (+17%)
Value$12.4M (+$2.0M)
Filed 2026-10-28
Cosner Financial Group, LLC
INCREASED
Shares17,600 from 330
Change+17,270 (+5233%)
Value$1.8M (+$1.6M)
Filed 2026-11-03
Amundi
INCREASED
Shares17,539 from 13,783
Change+3,756 (+27%)
Value$12.3M (+$2.8M)
Filed 2026-11-06
S.A. Mason LLC
INCREASED
Shares17,522 from 15,737
Change+1,785 (+11%)
Value$12.3M (+$1.5M)
Filed 2026-10-13
Graetz Wealth LLC
INCREASED
Shares17,334 from 17,237
Change+97 (+1%)
Value$12.1M (+$310.3K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
INCREASED
Shares17,288 from 16,122
Change+1,166 (+7%)
Value$12.2M (+$1.2M)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares17,193 from 17,339
Change-146 (-1%)
Value$12.1M (+$141.8K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
INCREASED
Shares17,172 from 15,845
Change+1,327 (+8%)
Value$12.0M (+$1.2M)
Filed 2026-11-03
Goelzer Investment Management, Inc.
INCREASED
Shares17,056 from 2,174
Change+14,882 (+685%)
Value$12.0M (+$10.5M)
Filed 2026-10-16
Sendero Wealth Management, LLC
DECREASED
Shares17,053 from 19,151
Change-2,098 (-11%)
Value$12.0M (-$1.2M)
Filed 2026-10-14
Thrive Wealth Management, LLC
INCREASED
Shares17,026 from 16,561
Change+465 (+3%)
Value$11.9M (+$558.7K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares16,978 from 17,014
Change-36 (0%)
Value$11.9M (+$213.9K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares16,900 from 16,865
Change+35 (+0%)
Value$11.8M (-$58.7K)
Filed 2026-10-30
RED Cedar Investment Management, LLC
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$11.8M (+$237.4K)
Filed 2026-11-04
Pennsylvania Capital Management Inc
DECREASED
Shares16,829 from 17,050
Change-221 (-1%)
Value$11.8M (+$84.7K)
Filed 2026-11-05
Sunburst Financial Group, LLC
DECREASED
Shares16,823 from 16,835
Change-12 (0%)
Value$11.8M (+$227.6K)
Filed 2026-10-09
Titleist Asset Management, LLC
INCREASED
Shares16,759 from 13,203
Change+3,556 (+27%)
Value$11.7M (+$2.7M)
Filed 2026-10-08
Braun-Bostich & Associates Inc.
DECREASED
Shares16,710 from 20,684
Change-3,974 (-19%)
Value$11.7M (-$2.5M)
Filed 2026-10-20
Family CFO Inc
INCREASED
Shares16,659 from 16,643
Change+16 (+0%)
Value$11.7M (+$245.0K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares16,620 from 15,426
Change+1,194 (+8%)
Value$11.8M (+$1.4M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares16,573 from 9,040
Change+7,533 (+83%)
Value$11.6M (+$5.4M)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares16,448 from 16,631
Change-183 (-1%)
Value$11.5M (+$105.3K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
DECREASED
Shares16,205 from 16,516
Change-311 (-2%)
Value$11.4M (+$13.9K)
Filed 2026-11-03
NavPoint Financial, Inc.
INCREASED
Shares16,139 from 16,069
Change+70 (+0%)
Value$11.3M (+$275.1K)
Filed 2026-10-21
Parthenon LLC
INCREASED
Shares16,133 from 15,319
Change+814 (+5%)
Value$11.3M (+$785.7K)
Filed 2026-10-22
Cordgrass Capital Advisors, LLC
DECREASED
Shares16,056 from 16,066
Change-10 (0%)
Value$11.3M (+$218.9K)
Filed 2026-10-30
Waterfront Wealth Inc.
INCREASED
Shares16,008 from 15,709
Change+299 (+2%)
Value$11.3M (+$412.7K)
Filed 2026-11-03
Hurley Capital, LLC
INCREASED
Shares15,997 from 15,915
Change+82 (+1%)
Value$11.2M (+$280.9K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares15,963 from 15,978
Change-15 (0%)
Value$11.2M (+$214.1K)
Filed 2026-10-09
Staley Capital Advisers Inc
DECREASED
Shares15,962 from 16,340
Change-378 (-2%)
Value$11.2M (-$35.3K)
Filed 2026-11-06
Everest Financial Group LLC
INCREASED
Shares15,771 from 15,541
Change+230 (+1%)
Value$11.1M (+$380.3K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares15,737 from 14,163
Change+1,574 (+11%)
Value$11.0M (+$1.3M)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares15,710 from 9,682
Change+6,028 (+62%)
Value$11.0M (+$4.4M)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares15,676 from 2,189
Change+13,487 (+616%)
Value$11.0M (+$9.5M)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED
Shares15,646 from 15,670
Change-24 (0%)
Value$11.0M (+$203.5K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares15,602 from 15,266
Change+336 (+2%)
Value$10.9M (+$449.7K)
Filed 2026-10-29
MW Advisory, LLC
INCREASED
Shares15,546 from 10,872
Change+4,674 (+43%)
Value$10.9M (+$3.4M)
Filed 2026-10-19
Plan Group Financial, LLC
DECREASED
Shares15,474 from 16,251
Change-777 (-5%)
Value$10.9M (-$224.1K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares15,453 from 14,348
Change+1,105 (+8%)
Value$10.8M (+$975.5K)
Filed 2026-10-28
Calamos Wealth Management LLC
DECREASED
Shares15,437 from 15,507
Change-70 (0%)
Value$10.8M (+$169.3K)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares15,420 from 15,371
Change+49 (+0%)
Value$10.8M (+$250.3K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
INCREASED
Shares15,368 from 14,751
Change+617 (+4%)
Value$10.8M (+$640.0K)
Filed 2026-10-21
Primoris Wealth Advisors, LLC
DECREASED
Shares15,323 from 15,330
Change-7 (0%)
Value$10.7M (+$210.5K)
Filed 2026-10-28
Smith Shellnut Wilson LLC
DECREASED
Shares15,320 from 16,037
Change-717 (-4%)
Value$10.7M (-$277.0K)
Filed 2026-10-21
Lavelle Capital LP
INCREASED
Shares15,296 from 15,286
Change+10 (+0%)
Value$10.7M (+$221.8K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED
Shares15,247 from 15,642
Change-395 (-3%)
Value$10.7M (-$56.8K)
Filed 2026-10-16
Everhart Financial Group, Inc.
INCREASED
Shares15,158 from 13,099
Change+2,059 (+16%)
Value$10.6M (+$1.6M)
Filed 2026-10-08
Bank of New Hampshire
DECREASED
Shares14,984 from 16,078
Change-1,094 (-7%)
Value$10.5M (-$540.8K)
Filed 2026-10-06
BancFirst Trust & Investment Management
DECREASED
Shares14,982 from 15,852
Change-870 (-5%)
Value$10.5M (-$271.1K)
Filed 2026-10-30
Fiduciary Alliance LLC
INCREASED
Shares14,940 from 14,904
Change+36 (+0%)
Value$10.5M (+$234.7K)
Filed 2026-10-13
Traveka Wealth, LLC
DECREASED
Shares14,720 from 14,726
Change-6 (0%)
Value$10.3M (+$202.7K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares14,711 from 14,794
Change-83 (-1%)
Value$10.5M (+$348.3K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares14,642 from 14,715
Change-73 (0%)
Value$10.3M (+$155.7K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares14,576 from 9,257
Change+5,319 (+57%)
Value$10.2M (+$3.9M)
Filed 2026-10-28
Finer Wealth Management, Inc.
NEW
Shares14,566
Change+14,566
Value$10.2M
Filed 2026-10-16
Milestone Asset Management Group, LLC
INCREASED
Shares14,556 from 13,252
Change+1,304 (+10%)
Value$10.2M (+$1.1M)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares14,534 from 14,493
Change+41 (+0%)
Value$10.2M (+$231.9K)
Filed 2026-10-14
Flagstar Securities, Inc
INCREASED
Shares14,499 from 9,456
Change+5,043 (+53%)
Value$10.2M (+$3.7M)
Filed 2026-10-15
Elser Financial Planning, Inc
INCREASED
Shares14,498 from 13,974
Change+524 (+4%)
Value$10.2M (+$563.6K)
Filed 2026-10-16
Eastern Bank
DECREASED
Shares14,468 from 14,556
Change-88 (-1%)
Value$10.1M (+$142.8K)
Filed 2026-10-05
Greenspring Advisors, LLC
INCREASED
Shares14,466 from 6,765
Change+7,701 (+114%)
Value$10.1M (+$5.5M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares14,438 from 14,162
Change+276 (+2%)
Value$10.1M (+$392.1K)
Filed 2026-10-19
Louisbourg Investments Inc.
INCREASED
Shares14,417 from 14,348
Change+69 (+0%)
Value$10.1M (+$250.0K)
Filed 2026-10-20
John W. Brooker & Co., CPAs
INCREASED
Shares14,410 from 12,806
Change+1,604 (+13%)
Value$10.1M (+$1.3M)
Filed 2026-10-21
Sage Financial Management Group, Inc.
INCREASED
Shares14,408 from 13,461
Change+947 (+7%)
Value$10.1M (+$852.9K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares14,383 from 12,851
Change+1,532 (+12%)
Value$10.1M (+$1.3M)
Filed 2026-10-23
Forum Financial Management, LP
INCREASED
Shares14,365 from 14,342
Change+23 (+0%)
Value$10.1M (+$217.7K)
Filed 2026-10-16
Embree Financial Group
INCREASED
Shares14,323 from 13,933
Change+390 (+3%)
Value$10.0M (+$469.5K)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares14,287 from 12,699
Change+1,588 (+13%)
Value$10.0M (+$1.3M)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares14,227 from 12,627
Change+1,600 (+13%)
Value$10.0M (+$1.3M)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares14,217 from 13,629
Change+588 (+4%)
Value$10.0M (+$684.7K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares14,213 from 12,993
Change+1,220 (+9%)
Value$10.0M (+$1.0M)
Filed 2026-11-05
Attessa Capital LLC
INCREASED
Shares14,170 from 13,931
Change+239 (+2%)
Value$9.9M (+$363.3K)
Filed 2026-10-09
Greenhouse Wealth Management, LLC
INCREASED
Shares14,147 from 14,038
Change+109 (+1%)
Value$9.9M (+$297.3K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares14,128 from 16,752
Change-2,624 (-16%)
Value$9.9M (-$1.6M)
Filed 2026-10-07
Cidel Asset Management Inc
DECREASED
Shares14,078 from 14,528
Change-450 (-3%)
Value$9.9M (-$111.3K)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares14,038 from 13,455
Change+583 (+4%)
Value$9.8M (+$598.1K)
Filed 2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares14,013 from 13,974
Change+39 (+0%)
Value$9.8M (+$236.9K)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
DECREASED
Shares13,983 from 14,520
Change-537 (-4%)
Value$9.8M (-$172.4K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares13,922 from 13,366
Change+556 (+4%)
Value$9.8M (+$599.6K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares13,903 from 14,496
Change-593 (-4%)
Value$9.7M (-$212.2K)
Filed 2026-11-04
RW Investment Management LLC
INCREASED
Shares13,885 from 13,753
Change+132 (+1%)
Value$9.7M (+$285.3K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
DECREASED
Shares13,877 from 13,938
Change-61 (0%)
Value$9.7M (+$153.2K)
Filed 2026-10-07
Stephen J. Garry & Associates, LLC
DECREASED
Shares13,866 from 15,542
Change-1,676 (-11%)
Value$9.7M (-$956.3K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares13,835 from 17,690
Change-3,855 (-22%)
Value$9.7M (-$2.5M)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares13,813 from 13,893
Change-80 (-1%)
Value$9.7M (+$139.1K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares13,767 from 13,739
Change+28 (+0%)
Value$9.6M (+$212.8K)
Filed 2026-10-20
LexAurum Advisors, LLC
INCREASED
Shares13,752 from 13,390
Change+362 (+3%)
Value$9.6M (+$442.3K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares13,728 from 13,549
Change+179 (+1%)
Value$9.6M (+$315.7K)
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares13,670 from 13,670
Change0 (0%)
Value$9.4M ($0)
Filed 2026-10-16
Violich Capital Management, Inc.
INCREASED
Shares13,668 from 13,113
Change+555 (+4%)
Value$9.6M (+$573.2K)
Filed 2026-10-05
Clarity Capital Advisors, LLC
DECREASED
Shares13,665 from 13,736
Change-71 (-1%)
Value$9.6M (+$142.8K)
Filed 2026-10-27
Stegner Investment Associates Inc.
DECREASED
Shares13,619 from 13,909
Change-290 (-2%)
Value$9.5M (-$7.8K)
Filed 2026-10-15
Triton Wealth Management, Pllc
INCREASED
Shares13,609 from 11,039
Change+2,570 (+23%)
Value$9.5M (+$1.9M)
Filed 2026-11-04
Bank Pictet & Cie (Europe) AG
NEW
Shares13,590
Change+13,590
Value$9.5M
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares13,590 from 26,432
Change-12,842 (-49%)
Value$9.5M (-$8.6M)
Filed 2026-10-26
Burkett Asset Management Ltd
INCREASED
Shares13,581 from 13,148
Change+433 (+3%)
Value$9.5M (+$488.2K)
Filed 2026-10-13
ICW Investment Advisors LLC
INCREASED
Shares13,518 from 8,751
Change+4,767 (+54%)
Value$9.5M (+$3.5M)
Filed 2026-10-27
Hudock, Inc.
INCREASED
Shares13,512 from 13,232
Change+280 (+2%)
Value$9.5M (+$382.2K)
Filed 2026-10-14
Sound Income Strategies, LLC
INCREASED
Shares13,502 from 13,294
Change+208 (+2%)
Value$9.6M (+$472.9K)
Filed 2026-10-09
Alta Advisers Ltd
UNCHANGED
Shares13,493 from 13,493
Change0 (0%)
Value$9.5M (+$189.6K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
DECREASED
Shares13,475 from 14,286
Change-811 (-6%)
Value$9.4M (-$368.2K)
Filed 2026-11-06
Tanager Wealth Management LLP
INCREASED
Shares13,448 from 12,674
Change+774 (+6%)
Value$9.4M (+$720.5K)
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares13,442 from 13,211
Change+231 (+2%)
Value$9.6M (+$539.9K)
Filed 2026-10-20
WealthCare Investment Partners, LLC
DECREASED
Shares13,418 from 13,506
Change-88 (-1%)
Value$9.4M (+$127.9K)
Filed 2026-11-05
Sage Private Wealth Group, LLC
NEW
Shares13,404
Change+13,404
Value$9.4M
Filed 2026-10-21
Bill Few Associates, Inc.
INCREASED
Shares13,390 from 13,143
Change+247 (+2%)
Value$9.4M (+$358.1K)
Filed 2026-10-09
Invariant Investment Management
INCREASED
Shares13,366 from 11,734
Change+1,632 (+14%)
Value$9.5M (+$1.4M)
Filed 2026-10-08
First City Capital Management, Inc.
DECREASED
Shares13,339 from 13,703
Change-364 (-3%)
Value$9.3M (-$62.5K)
Filed 2026-10-27
Everett Harris & Co
INCREASED
Shares13,328 from 13,297
Change+31 (+0%)
Value$9.3M (+$208.7K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares13,315 from 11,746
Change+1,569 (+13%)
Value$9.3M (+$1.3M)
Filed 2026-10-29
Financial Planning Hawaii, Inc.
INCREASED
Shares13,211 from 12,771
Change+440 (+3%)
Value$9.3M (+$487.6K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
INCREASED
Shares13,116 from 13,049
Change+67 (+1%)
Value$9.2M (+$230.9K)
Filed 2026-10-21
Warner Financial, Inc
DECREASED
Shares13,039 from 13,246
Change-207 (-2%)
Value$9.1M (+$41.1K)
Filed 2026-11-06
Capital Wealth Management, LLC
INCREASED
Shares13,006 from 11,666
Change+1,340 (+11%)
Value$9.1M (+$1.1M)
Filed 2026-10-27
Strata Wealth Advisors, LLC
INCREASED
Shares12,925 from 11,679
Change+1,246 (+11%)
Value$9.1M (+$1.0M)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares12,904 from 11,821
Change+1,083 (+9%)
Value$9.0M (+$925.0K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
DECREASED
Shares12,898 from 14,212
Change-1,314 (-9%)
Value$9.0M (-$721.3K)
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares12,862 from 13,368
Change-506 (-4%)
Value$9.0M (-$166.3K)
Filed 2026-10-16
Kaizen Financial Strategies
INCREASED
Shares12,829 from 6,725
Change+6,104 (+91%)
Value$9.0M (+$4.4M)
Filed 2026-10-09
JFS Wealth Advisors, LLC
INCREASED
Shares12,748 from 12,737
Change+11 (+0%)
Value$8.9M (+$187.3K)
Filed 2026-11-03
Waters Parkerson & Co., LLC
INCREASED
Shares12,726 from 12,250
Change+476 (+4%)
Value$8.9M (+$505.8K)
Filed 2026-11-04
Vista Capital Partners, Inc.
INCREASED
Shares12,714 from 12,342
Change+372 (+3%)
Value$8.9M (+$433.6K)
Filed 2026-11-06
Crumly & Associates Inc.
INCREASED
Shares12,641 from 12,477
Change+164 (+1%)
Value$8.9M (+$290.2K)
Filed 2026-10-07
Birchbrook, Inc.
INCREASED
Shares12,621 from 12,297
Change+324 (+3%)
Value$8.8M (+$399.8K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares12,603 from 14,306
Change-1,703 (-12%)
Value$8.8M (-$992.2K)
Filed 2026-10-28
Balboa Wealth Partners
DECREASED
Shares12,598 from 13,082
Change-484 (-4%)
Value$8.8M (-$155.4K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares12,576 from 11,441
Change+1,135 (+10%)
Value$8.8M (+$956.8K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares12,534 from 12,789
Change-255 (-2%)
Value$8.8M (+$966)
Filed 2026-10-26
D'Orazio & Associates, Inc.
INCREASED
Shares12,423 from 12,408
Change+15 (+0%)
Value$8.7M (+$184.8K)
Filed 2026-11-04
21 West Wealth Management LLC
DECREASED
Shares12,419 from 12,463
Change-44 (0%)
Value$8.7M (+$144.3K)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares12,394 from 10,067
Change+2,327 (+23%)
Value$8.7M (+$1.8M)
Filed 2026-10-13
PFC Capital Group, Inc.
INCREASED
Shares12,360 from 12,097
Change+263 (+2%)
Value$8.7M (+$354.6K)
Filed 2026-11-06
Schear Investment Advisers, LLC
INCREASED
Shares12,298 from 4,087
Change+8,211 (+201%)
Value$8.6M (+$5.8M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares12,298 from 11,967
Change+331 (+3%)
Value$8.6M (+$400.0K)
Filed 2026-10-14
Finward Bancorp
DECREASED
Shares12,264 from 12,575
Change-311 (-2%)
Value$8.6M (-$41.3K)
Filed 2026-10-14
Trilogy Capital Inc.
DECREASED
Shares12,241 from 13,613
Change-1,372 (-10%)
Value$8.6M (-$770.6K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares12,191 from 12,285
Change-94 (-1%)
Value$8.5M (+$107.1K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares12,128 from 11,176
Change+952 (+9%)
Value$8.5M (+$836.9K)
Filed 2026-10-30
Collective Family Office LLC
DECREASED
Shares12,001 from 12,613
Change-612 (-5%)
Value$8.4M (-$251.2K)
Filed 2026-10-05
GAM Holding AG
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$8.4M (+$168.6K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares11,975 from 10,675
Change+1,300 (+12%)
Value$8.4M (+$1.1M)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares11,957 from 11,523
Change+434 (+4%)
Value$8.4M (+$466.4K)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares11,941 from 14,749
Change-2,808 (-19%)
Value$8.4M (-$1.8M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares11,936 from 11,351
Change+585 (+5%)
Value$8.3K (-$7.7M)
Filed 2026-11-02
Kitching Partners, LLC
INCREASED
Shares11,860 from 11,096
Change+764 (+7%)
Value$8.3M (+$692.3K)
Filed 2026-11-02
LongView Wealth Management
DECREASED
Shares11,857 from 13,034
Change-1,177 (-9%)
Value$8.3M (-$641.2K)
Filed 2026-10-19
Jeter Robert S II
INCREASED
Shares11,786 from 336
Change+11,450 (+3408%)
Value$8.4M (+$8.2M)
Filed 2026-10-16
Armstrong Advisory Group, Inc
DECREASED
Shares11,764 from 11,818
Change-54 (0%)
Value$8.2M (+$128.7K)
Filed 2026-10-09
Newman Dignan & Sheerar, Inc.
DECREASED
Shares11,723 from 11,813
Change-90 (-1%)
Value$8.2M (+$103.0K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED
Shares11,684 from 11,722
Change-38 (0%)
Value$8.2M (+$137.6K)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares11,633 from 11,409
Change+224 (+2%)
Value$8.2M (+$317.3K)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares11,627 from 11,668
Change-41 (0%)
Value$8.1M (+$135.2K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares11,573 from 11,568
Change+5 (+0%)
Value$8.1M (+$165.7K)
Filed 2026-10-26
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares11,502 from 11,563
Change-61 (-1%)
Value$8.1M (+$119.9K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares11,494 from 11,364
Change+130 (+1%)
Value$8.1M (+$250.9K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
INCREASED
Shares11,483 from 11,358
Change+125 (+1%)
Value$8.0M (+$247.6K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares11,466 from 11,466
Change0 (0%)
Value$8.0M (+$160.8K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,443 from 10,447
Change+996 (+10%)
Value$8.0M (+$844.8K)
Filed 2026-10-23
Trust Co of Oklahoma
INCREASED
Shares11,383 from 11,082
Change+301 (+3%)
Value$8.0M (+$366.7K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares11,366 from 10,602
Change+764 (+7%)
Value$8.0M (+$684.3K)
Filed 2026-10-13
Grange Capital, LLC
DECREASED
Shares11,354 from 11,782
Change-428 (-4%)
Value$8.0M (-$134.5K)
Filed 2026-10-20
Quartz Partners, LLC
INCREASED
Shares11,230 from 9,218
Change+2,012 (+22%)
Value$7.9M (+$1.5M)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares11,174 from 8,472
Change+2,702 (+32%)
Value$7.8M (+$2.0M)
Filed 2026-10-20
Orser Capital Management, LLC
DECREASED
Shares11,069 from 11,151
Change-82 (-1%)
Value$7.8M (+$99.2K)
Filed 2026-10-13
Wright Wealth LLC
INCREASED
Shares11,061 from 10,084
Change+977 (+10%)
Value$7.8M (+$826.2K)
Filed 2026-10-29
GW Henssler & Associates LTD
INCREASED
Shares11,033 from 7,589
Change+3,444 (+45%)
Value$7.7M (+$2.5M)
Filed 2026-10-26
Coerente Capital Management
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$7.7M (+$156.8K)
Filed 2026-10-29
Helium Advisors LLC
INCREASED
Shares10,969 from 10,731
Change+238 (+2%)
Value$7.7M (+$317.2K)
Filed 2026-10-23
Palisade Asset Management, LLC
INCREASED
Shares10,950 from 10,612
Change+338 (+3%)
Value$7.7M (+$386.0K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares10,942 from 9,998
Change+944 (+9%)
Value$7.7M (+$802.1K)
Filed 2026-10-23
Partners in Financial Planning
INCREASED
Shares10,935 from 10,928
Change+7 (+0%)
Value$7.7M (+$158.6K)
Filed 2026-11-06
Pictet Asset Management Holding SA
NEW
Shares10,916
Change+10,916
Value$7.7M
Filed 2026-11-03
Jordan Park Group LLC
DECREASED
Shares10,912 from 12,458
Change-1,546 (-12%)
Value$7.6M (-$908.5K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
INCREASED
Shares10,901 from 10,840
Change+61 (+1%)
Value$7.6M (+$195.1K)
Filed 2026-10-09
Dmkc Advisory Services, LLC
DECREASED
Shares10,899 from 14,963
Change-4,064 (-27%)
Value$7.6M (-$2.6M)
Filed 2026-11-04
Searcy Financial Services Inc
DECREASED
Shares10,899 from 11,821
Change-922 (-8%)
Value$7.6M (-$480.0K)
Filed 2026-10-07
Seamount Financial Group Inc
INCREASED
Shares10,898 from 10,666
Change+232 (+2%)
Value$7.6M (+$313.0K)
Filed 2026-10-21
ZWJ Investment Counsel Inc
INCREASED
Shares10,881 from 10,326
Change+555 (+5%)
Value$7.6M (+$533.5K)
Filed 2026-10-15
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares10,853 from 11,118
Change-265 (-2%)
Value$7.6M (-$29.3K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED
Shares10,840 from 11,053
Change-213 (-2%)
Value$7.6M (-$16.9K)
Filed 2026-11-02
Koenig Investment Advisory, LLC
INCREASED
Shares10,759 from 10,549
Change+210 (+2%)
Value$7.5M (+$295.5K)
Filed 2026-10-09
Detalus Advisors, LLC
INCREASED
Shares10,748 from 10,718
Change+30 (+0%)
Value$7.5M (+$171.8K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares10,730 from 11,682
Change-952 (-8%)
Value$7.5M (-$503.7K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares10,727 from 10,367
Change+360 (+3%)
Value$7.5M (+$397.7K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares10,687 from 11,075
Change-388 (-3%)
Value$7.5M (-$116.7K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares10,622 from 10,502
Change+120 (+1%)
Value$7.4M (+$231.7K)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares10,574 from 10,382
Change+192 (+2%)
Value$7.4M (+$281.0K)
Filed 2026-10-28
Global Assets Advisory, LLC
DECREASED
Shares10,573 from 10,938
Change-365 (-3%)
Value$7.5M (+$12.0K)
Filed 2026-10-28
First Hawaiian Bank
UNCHANGED
Shares10,546 from 10,546
Change0 (0%)
Value$7.4M (+$148.2K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares10,516 from 10,516
Change0 (0%)
Value$7.4M (+$147.8K)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
INCREASED
Shares10,514 from 10,455
Change+59 (+1%)
Value$7.4M (+$188.2K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
INCREASED
Shares10,495 from 10,371
Change+124 (+1%)
Value$7.4M (+$232.4K)
Filed 2026-11-03
Mattern Capital Management, LLC
UNCHANGED
Shares10,470 from 10,470
Change0 (0%)
Value$7.3M (+$147.1K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED
Shares10,444 from 10,420
Change+24 (+0%)
Value$7.3M (+$162.8K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED
Shares10,436 from 7,258
Change+3,178 (+44%)
Value$7.3M (+$2.3M)
Filed 2026-10-19
Hoxton Planning & Management, LLC
DECREASED
Shares10,425 from 10,506
Change-81 (-1%)
Value$7.3M (+$91.3K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares10,405 from 10,632
Change-227 (-2%)
Value$7.3M (-$9.8K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares10,379 from 6,412
Change+3,967 (+62%)
Value$7.3M (+$2.9M)
Filed 2026-10-20
ERn Financial, LLC
DECREASED
Shares10,342 from 10,752
Change-410 (-4%)
Value$7.2M (-$135.8K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares10,332 from 10,497
Change-165 (-2%)
Value$7.2M (+$32.0K)
Filed 2026-10-21
Stanley-Laman Group, Ltd.
INCREASED
Shares10,292 from 10,228
Change+64 (+1%)
Value$7.2M (+$188.5K)
Filed 2026-10-20
Centurion Wealth Management LLC
DECREASED
Shares10,272 from 11,367
Change-1,095 (-10%)
Value$7.2M (-$607.8K)
Filed 2026-10-13
Community Bank of Raymore
INCREASED
Shares10,265 from 10,261
Change+4 (+0%)
Value$7.2M (+$147.1K)
Filed 2026-10-23
BXM Wealth LLC
DECREASED
Shares10,215 from 10,844
Change-629 (-6%)
Value$7.2M (-$288.7K)
Filed 2026-11-03
Single Point Partners, LLC
DECREASED
Shares10,188 from 10,262
Change-74 (-1%)
Value$7.1M (+$92.3K)
Filed 2026-10-19
Beacon Advisors Holdings, LLC
INCREASED
Shares10,083 from 10,060
Change+23 (+0%)
Value$7.1M (+$157.5K)
Filed 2026-10-27
Element Pointe Advisors, LLC
DECREASED
Shares10,043 from 11,911
Change-1,868 (-16%)
Value$7.0M (-$1.1M)
Filed 2026-10-21
Gainplan LLC
INCREASED
Shares10,028 from 9,499
Change+529 (+6%)
Value$7.0M (+$504.1K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
INCREASED
Shares10,026 from 5,488
Change+4,538 (+83%)
Value$7.0M (+$3.3M)
Filed 2026-10-07
Hardin Capital Partners, LLC
INCREASED
Shares9,966 from 9,308
Change+658 (+7%)
Value$7.0M (+$587.9K)
Filed 2026-10-09
Fire Capital Management LLC
INCREASED
Shares9,945 from 8,677
Change+1,268 (+15%)
Value$7.0M (+$1.0M)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares9,938 from 19,482
Change-9,544 (-49%)
Value$7.0M (-$6.4M)
Filed 2026-10-28
Center For Asset Management LLC
DECREASED
Shares9,930 from 22,196
Change-12,266 (-55%)
Value$7.0M (-$8.3M)
Filed 2026-10-16
Trust Co of Toledo NA
INCREASED
Shares9,918 from 8,476
Change+1,442 (+17%)
Value$7.0M (+$1.1M)
Filed 2026-10-16
Wealth Architects, LLC
INCREASED
Shares9,891 from 7,944
Change+1,947 (+25%)
Value$6.9M (+$1.5M)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares9,874
Change+9,874
Value$6.9M
Filed 2026-10-26
Northwestern University
INCREASED
Shares9,835 from 8,826
Change+1,009 (+11%)
Value$6.9M (+$831.2K)
Filed 2026-10-21
Seven Mile Advisory
DECREASED
Shares9,821 from 10,032
Change-211 (-2%)
Value$6.9M (-$7.0K)
Filed 2026-10-22
D.B. Root & Company, LLC
DECREASED
Shares9,778 from 9,845
Change-67 (-1%)
Value$6.9M (+$91.8K)
Filed 2026-11-04
Essex Bank
INCREASED
Shares9,742 from 9,611
Change+131 (+1%)
Value$6.8M (+$226.8K)
Filed 2026-10-16
HCR Wealth Advisors
INCREASED
Shares9,661 from 9,010
Change+651 (+7%)
Value$6.8M (+$582.9K)
Filed 2026-10-15
Biltmore Family Office, LLC
INCREASED
Shares9,638 from 9,522
Change+116 (+1%)
Value$6.8M (+$215.1K)
Filed 2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares9,632 from 8,831
Change+801 (+9%)
Value$6.8M (+$685.2K)
Filed 2026-10-16
Mechanics Bank Trust Department
INCREASED
Shares9,616 from 9,285
Change+331 (+4%)
Value$6.7M (+$362.4K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares9,581 from 7,971
Change+1,610 (+20%)
Value$6.7M (+$1.2M)
Filed 2026-10-30
Gouws Capital LLC
INCREASED
Shares9,580 from 9,477
Change+103 (+1%)
Value$6.7M (+$205.3K)
Filed 2026-10-09
Ceera Investments, LLC
INCREASED
Shares9,575 from 9,540
Change+35 (+0%)
Value$6.7M (+$158.6K)
Filed 2026-11-02
Coastline Trust Co
DECREASED
Shares9,574 from 11,232
Change-1,658 (-15%)
Value$6.7M (-$1.0M)
Filed 2026-10-01
Third View Private Wealth, LLC
INCREASED
Shares9,571 from 4,028
Change+5,543 (+138%)
Value$6.7M (+$3.9M)
Filed 2026-10-30
Vista Investment Partners II, LLC
DECREASED
Shares9,515 from 10,214
Change-699 (-7%)
Value$6.7M (-$346.3K)
Filed 2026-10-15
RF&L Wealth Management, LLC
INCREASED
Shares9,505 from 9,222
Change+283 (+3%)
Value$6.7M (+$328.0K)
Filed 2026-10-20
LVW Advisors, LLC
INCREASED
Shares9,463 from 9,122
Change+341 (+4%)
Value$6.6M (+$367.3K)
Filed 2026-10-19
BLB&B Advisors, LLC
INCREASED
Shares9,462 from 9,315
Change+147 (+2%)
Value$6.6M (+$233.7K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
DECREASED
Shares9,383 from 9,420
Change-37 (0%)
Value$6.6M (+$106.9K)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares9,380 from 9,526
Change-146 (-2%)
Value$6.6M (+$31.7K)
Filed 2026-10-22
IPG Investment Advisors LLC
INCREASED
Shares9,328 from 8,497
Change+831 (+10%)
Value$6.5M (+$701.8K)
Filed 2026-10-30
XML Financial, LLC
INCREASED
Shares9,275 from 9,256
Change+19 (+0%)
Value$6.5M (+$143.3K)
Filed 2026-10-29
Family Wealth Partners, LLC
DECREASED
Shares9,258 from 9,355
Change-97 (-1%)
Value$6.5M (+$63.0K)
Filed 2026-10-20
Ariston Services Group
DECREASED
Shares9,218 from 9,476
Change-258 (-3%)
Value$6.5M (-$47.7K)
Filed 2026-10-16
MSH Capital Advisors LLC
INCREASED
Shares9,192 from 7,514
Change+1,678 (+22%)
Value$6.4M (+$1.3M)
Filed 2026-11-03
Sigma Investment Counselors Inc
INCREASED
Shares9,099 from 9,047
Change+52 (+1%)
Value$6.4M (+$163.7K)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares9,078 from 8,958
Change+120 (+1%)
Value$6.3M (+$174.8K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares9,064 from 8,685
Change+379 (+4%)
Value$6.4M (+$387.7K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares9,063 from 9,195
Change-132 (-1%)
Value$6.4M (+$36.0K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED
Shares9,050 from 9,031
Change+19 (+0%)
Value$6.3M (+$140.0K)
Filed 2026-10-27
Eclectic Associates Inc
DECREASED
Shares9,020 from 10,092
Change-1,072 (-11%)
Value$6.3M (-$609.5K)
Filed 2026-10-09
Equity Wealth Partners, LLC
INCREASED
Shares8,973 from 8,220
Change+753 (+9%)
Value$6.3M (+$643.7K)
Filed 2026-10-26
Stillwater Wealth Management Group
INCREASED
Shares8,938 from 5,990
Change+2,948 (+49%)
Value$6.3M (+$2.2M)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares8,919
Change+8,919
Value$6.3M
Filed 2026-10-21
Valued Retirements, Inc.
INCREASED
Shares8,877 from 8,708
Change+169 (+2%)
Value$6.2M (+$240.5K)
Filed 2026-11-06
Madrona Financial Services, LLC
INCREASED
Shares8,850 from 2,875
Change+5,975 (+208%)
Value$6.2M (+$4.2M)
Filed 2026-10-23
MBL Wealth, LLC
INCREASED
Shares8,815 from 8,510
Change+305 (+4%)
Value$6.2M (+$332.7K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares8,812 from 7,534
Change+1,278 (+17%)
Value$6.2M (+$1.0M)
Filed 2026-11-02
CFC Planning Co LLC
INCREASED
Shares8,793 from 8,592
Change+201 (+2%)
Value$6.2M (+$262.6K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares8,788 from 9,538
Change-750 (-8%)
Value$6.2M (-$391.6K)
Filed 2026-11-03
Orgel Wealth Management, LLC
INCREASED
Shares8,774 from 7,533
Change+1,241 (+16%)
Value$6.1M (+$975.6K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
DECREASED
Shares8,713 from 8,763
Change-50 (-1%)
Value$6.1M (+$87.7K)
Filed 2026-10-26
Lake Street Private Wealth, LLC
DECREASED
Shares8,708 from 9,814
Change-1,106 (-11%)
Value$6.1M (-$636.8K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares8,701 from 6,717
Change+1,984 (+30%)
Value$6.1M (+$1.5M)
Filed 2026-11-02
Marotta Asset Management
DECREASED
Shares8,654 from 9,388
Change-734 (-8%)
Value$6.1M (-$369.9K)
Filed 2026-10-02
Werba Rubin Papier Wealth Management
DECREASED
Shares8,652 from 8,960
Change-308 (-3%)
Value$6.1M (-$89.5K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares8,630 from 8,597
Change+33 (+0%)
Value$6.0M (+$144.1K)
Filed 2026-11-05
QTR Family Wealth, LLC
INCREASED
Shares8,591 from 8,494
Change+97 (+1%)
Value$6.0M (+$187.8K)
Filed 2026-11-02
Lawood & Co
INCREASED
Shares8,590 from 7,516
Change+1,074 (+14%)
Value$6.0M (+$858.3K)
Filed 2026-10-09
Welch Group, LLC
INCREASED
Shares8,590 from 8,492
Change+98 (+1%)
Value$6.0M (+$187.8K)
Filed 2026-10-29
Keeler Thomas Management LLC
INCREASED
Shares8,561 from 8,466
Change+95 (+1%)
Value$6.0M (+$185.2K)
Filed 2026-10-29
Southland Equity Partners LLC
DECREASED
Shares8,557 from 8,669
Change-112 (-1%)
Value$6.0M (+$43.4K)
Filed 2026-10-14
Busey Bank
DECREASED
Shares8,485 from 38,792
Change-30,307 (-78%)
Value$5.9M (-$20.7M)
Filed 2026-10-26
Armbruster Capital Management, Inc.
INCREASED
Shares8,476 from 8,278
Change+198 (+2%)
Value$5.9M (+$255.1K)
Filed 2026-10-19
Ledgewood Wealth Advisors, LLC
INCREASED
Shares8,460 from 8,459
Change+1 (+0%)
Value$5.9M (+$119.6K)
Filed 2026-10-09
Charter Capital Management, Llc\de
INCREASED
Shares8,459 from 8,365
Change+94 (+1%)
Value$5.9M (+$183.4K)
Filed 2026-10-28
CFM Wealth Partners LLC
DECREASED
Shares8,408 from 8,424
Change-16 (0%)
Value$5.9M (+$107.1K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares8,403 from 8,999
Change-596 (-7%)
Value$5.9M (-$291.5K)
Filed 2026-11-04
LifeGoal Investments, LLC
INCREASED
Shares8,394 from 2,944
Change+5,450 (+185%)
Value$5.9M (+$3.9M)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares8,372 from 7,914
Change+458 (+6%)
Value$5.9M (+$432.4K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED
Shares8,370 from 7,301
Change+1,069 (+15%)
Value$5.9M (+$851.6K)
Filed 2026-10-26
Upper Left Wealth Management, LLC
INCREASED
Shares8,319 from 1,172
Change+7,147 (+610%)
Value$5.8M (+$5.0M)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares8,215 from 7,856
Change+359 (+5%)
Value$5.8M (+$362.0K)
Filed 2026-10-05
Hofer & Associates. Inc
INCREASED
Shares8,209 from 513
Change+7,696 (+1500%)
Value$5.8M (+$5.4M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares8,209 from 8,152
Change+57 (+1%)
Value$5.8M (+$154.3K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares8,205 from 7,810
Change+395 (+5%)
Value$5.8M (+$386.7K)
Filed 2026-10-23
Granite Islands Private Wealth, LLC
DECREASED
Shares8,198 from 8,338
Change-140 (-2%)
Value$5.7M (+$18.7K)
Filed 2026-10-16
Farnam Financial LLC
DECREASED
Shares8,182 from 8,333
Change-151 (-2%)
Value$5.7M (+$17.4K)
Filed 2026-10-21
Purkiss Capital Advisors LLC
INCREASED
Shares8,177 from 7,368
Change+809 (+11%)
Value$5.7M (+$670.0K)
Filed 2026-11-06
Neumann Capital Management, LLC
INCREASED
Shares8,151 from 7,444
Change+707 (+10%)
Value$5.7M (+$600.1K)
Filed 2026-10-15
Trust Point Inc.
INCREASED
Shares8,130 from 7,794
Change+336 (+4%)
Value$5.7M (+$345.0K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
INCREASED
Shares8,107 from 7,540
Change+567 (+8%)
Value$5.7M (+$503.2K)
Filed 2026-10-15
RKL Wealth Management LLC
INCREASED
Shares8,106 from 8,068
Change+38 (+0%)
Value$5.7M (+$139.9K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
INCREASED
Shares8,082 from 7,694
Change+388 (+5%)
Value$5.7M (+$380.1K)
Filed 2026-11-06
Intrua Financial, LLC
INCREASED
Shares8,064 from 7,964
Change+100 (+1%)
Value$5.7M (+$181.6K)
Filed 2026-10-28
RVW Wealth, LLC
INCREASED
Shares7,990 from 6,489
Change+1,501 (+23%)
Value$5.6M (+$1.1M)
Filed 2026-10-06
BlueChip Wealth Advisors LLC
INCREASED
Shares7,968 from 6,427
Change+1,541 (+24%)
Value$5.6M (+$1.2M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares7,957 from 7,839
Change+118 (+2%)
Value$5.6M (+$192.8K)
Filed 2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED
Shares7,945 from 7,945
Change0 (0%)
Value$5.6M (+$111.6K)
Filed 2026-11-06
Fortune Financial Group, Inc.
DECREASED
Shares7,921 from 7,944
Change-23 (0%)
Value$5.6M (+$95.4K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares7,917 from 7,767
Change+150 (+2%)
Value$5.5M (+$214.6K)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares7,874 from 8,340
Change-466 (-6%)
Value$5.5M (-$209.4K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares7,869 from 7,711
Change+158 (+2%)
Value$5.5M (+$219.0K)
Filed 2026-10-29
Family Capital Management, Inc.
INCREASED
Shares7,818 from 7,211
Change+607 (+8%)
Value$5.5M (+$526.7K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED
Shares7,802 from 6,440
Change+1,362 (+21%)
Value$5.5M (+$1.0M)
Filed 2026-10-30
Uhlmann Price Securities, LLC
DECREASED
Shares7,773 from 8,340
Change-567 (-7%)
Value$5.4M (-$280.3K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares7,716 from 5,893
Change+1,823 (+31%)
Value$5.4M (+$1.4M)
Filed 2026-10-27
Sagace Wealth Management LLC
DECREASED
Shares7,685 from 7,748
Change-63 (-1%)
Value$5.4M (+$64.7K)
Filed 2026-10-28
Viewpoint Investment Partners Corp
UNCHANGED
Shares7,617 from 7,617
Change0 (0%)
Value$5.3M (+$120.8K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
DECREASED
Shares7,611 from 7,639
Change-28 (0%)
Value$5.3M (+$87.7K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares7,599 from 7,340
Change+259 (+4%)
Value$5.3M (+$284.8K)
Filed 2026-10-26
Fulcrum Wealth Advisors, LLC
DECREASED
Shares7,586 from 7,895
Change-309 (-4%)
Value$5.3M (-$106.0K)
Filed 2026-10-16
Avondale Wealth Management
INCREASED
Shares7,551 from 7,504
Change+47 (+1%)
Value$5.3M (+$138.4K)
Filed 2026-10-15
Heritage Investors Management Corp
INCREASED
Shares7,543 from 7,459
Change+84 (+1%)
Value$5.3K (-$5.1M)
Filed 2026-10-29
Genus Capital Management Inc.
DECREASED
Shares7,513 from 7,792
Change-279 (-4%)
Value$5.3M (-$86.1K)
Filed 2026-11-04
Able Wealth Management LLC
INCREASED
Shares7,483 from 7,067
Change+416 (+6%)
Value$5.3M (+$476.8K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares7,482 from 7,492
Change-10 (0%)
Value$5.2M (+$98.5K)
Filed 2026-10-21
Capital Wealth Alliance, LLC
DECREASED
Shares7,477 from 8,990
Change-1,513 (-17%)
Value$5.2M (-$933.7K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares7,456 from 4,744
Change+2,712 (+57%)
Value$5.2M (+$2.0M)
Filed 2026-10-19
Nilsine Partners, LLC
INCREASED
Shares7,442 from 6,292
Change+1,150 (+18%)
Value$5.2M (+$894.1K)
Filed 2026-11-02
Advisory Solutions Group, LLC
INCREASED
Shares7,436 from 6,785
Change+651 (+10%)
Value$5.2M (+$551.3K)
Filed 2026-10-14
Legacy Financial Strategies, LLC
INCREASED
Shares7,433 from 7,360
Change+73 (+1%)
Value$5.2M (+$154.4K)
Filed 2026-10-15
Xcel Wealth Management, LLC
DECREASED
Shares7,410 from 7,836
Change-426 (-5%)
Value$5.2M (-$188.5K)
Filed 2026-10-26
Denver PWM, LLC
DECREASED
Shares7,375 from 7,543
Change-168 (-2%)
Value$5.2M (-$213.7K)
Filed 2026-10-22
Sterling Group Wealth Management, LLC
INCREASED
Shares7,339 from 7,124
Change+215 (+3%)
Value$5.1M (+$250.4K)
Filed 2026-11-03
Penobscot Wealth Management
DECREASED
Shares7,338 from 7,629
Change-291 (-4%)
Value$5.1M (-$97.0K)
Filed 2026-10-21
CPR Investments Inc.
DECREASED
Shares7,312 from 8,176
Change-864 (-11%)
Value$5.1M (-$491.0K)
Filed 2026-10-26
Howard Wealth Management, LLC
INCREASED
Shares7,305 from 7,229
Change+76 (+1%)
Value$5.1M (+$155.3K)
Filed 2026-10-28
Independent Wealth Network Inc.
INCREASED
Shares7,298 from 7,137
Change+161 (+2%)
Value$5.1M (+$212.8K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares7,273 from 7,267
Change+6 (+0%)
Value$5.1M (+$106.3K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares7,269 from 5,562
Change+1,707 (+31%)
Value$5.1M (+$1.3M)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares7,257 from 5,348
Change+1,909 (+36%)
Value$5.1M (+$1.4M)
Filed 2026-10-21
Ridgewood Investments LLC
INCREASED
Shares7,245 from 6,984
Change+261 (+4%)
Value$5.1M (+$280.7K)
Filed 2026-10-05
Townsend Asset Management Corp
INCREASED
Shares7,244 from 7,243
Change+1 (+0%)
Value$5.1M (+$102.0K)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares7,230 from 5,379
Change+1,851 (+34%)
Value$5.1M (+$1.4M)
Filed 2026-10-30
Summa Corp.
INCREASED
Shares7,220 from 7,104
Change+116 (+2%)
Value$5.1M (+$181.2K)
Filed 2026-10-30
Omnitrust Wealth Management, Inc
NEW
Shares7,199
Change+7,199
Value$5.0M
Filed 2026-11-02
Prospect Financial Group LLC
UNCHANGED
Shares7,180 from 7,180
Change0 (0%)
Value$5.0M (+$100.9K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares7,178 from 7,475
Change-297 (-4%)
Value$5.0M (-$103.0K)
Filed 2026-10-27
Hoese & Co LLP
DECREASED
Shares7,169 from 7,264
Change-95 (-1%)
Value$5.0M (+$35.5K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
INCREASED
Shares7,157 from 7,076
Change+81 (+1%)
Value$5.0M (+$156.1K)
Filed 2026-10-15
Sharkey, Howes & Javer
INCREASED
Shares7,155 from 7,088
Change+67 (+1%)
Value$5.0M (+$146.5K)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares7,104 from 6,232
Change+872 (+14%)
Value$5.0M (+$698.4K)
Filed 2026-10-15
John G Ullman & Associates Inc
DECREASED
Shares7,064 from 7,728
Change-664 (-9%)
Value$5.0M (-$356.8K)
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares7,058 from 6,440
Change+618 (+10%)
Value$4.9M (+$523.7K)
Filed 2026-11-04
Riverchase Wealth Management, LLC
DECREASED
Shares7,042 from 7,092
Change-50 (-1%)
Value$4.9M (+$64.7K)
Filed 2026-10-28
Keystone Global Partners, LLC
INCREASED
Shares7,038 from 5,328
Change+1,710 (+32%)
Value$4.9M (+$1.3M)
Filed 2026-10-13
Cooper S Advisors, LLC
INCREASED
Shares7,027 from 7,017
Change+10 (+0%)
Value$4.9M (+$105.8K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
DECREASED
Shares6,930 from 7,139
Change-209 (-3%)
Value$4.9M (-$46.2K)
Filed 2026-10-08
CV Advisors LLC
INCREASED
Shares6,898 from 6,828
Change+70 (+1%)
Value$4.8M (+$145.0K)
Filed 2026-10-13
Clientfirst Wealth Management, LLC
DECREASED
Shares6,895 from 6,902
Change-7 (0%)
Value$4.8M (+$92.1K)
Filed 2026-11-04
DT Investment Partners, LLC
INCREASED
Shares6,863 from 6,772
Change+91 (+1%)
Value$4.8M (+$158.9K)
Filed 2026-10-27
Procyon Advisors, LLC
INCREASED
Shares6,820 from 6,261
Change+559 (+9%)
Value$4.8M (+$479.7K)
Filed 2026-10-21
Dala Group, LLC
DECREASED
Shares6,813 from 7,487
Change-674 (-9%)
Value$4.8M (-$367.4K)
Filed 2026-10-29
Tortoise Investment Management, LLC
INCREASED
Shares6,784 from 6,419
Change+365 (+6%)
Value$4.8M (+$345.7K)
Filed 2026-11-06
Tennessee Valley Asset Management Partners
DECREASED
Shares6,780 from 7,448
Change-668 (-9%)
Value$4.8M (-$363.6K)
Filed 2026-11-03
Private Advisory Group LLC
DECREASED
Shares6,771 from 7,332
Change-561 (-8%)
Value$4.7M (-$290.2K)
Filed 2026-11-06
Fee-Only Financial Planning, L.C.
DECREASED
Shares6,770 from 6,908
Change-138 (-2%)
Value$4.7M (+$341)
Filed 2026-10-23
Family Investment Center, Inc.
INCREASED
Shares6,760 from 6,746
Change+14 (+0%)
Value$4.7M (+$105.0K)
Filed 2026-10-19
Sage Capital Advisors,llc
INCREASED
Shares6,758 from 6,598
Change+160 (+2%)
Value$4.7M (+$205.1K)
Filed 2026-10-13
WBH Advisory Inc
INCREASED
Shares6,742 from 6,706
Change+36 (+1%)
Value$4.7M (+$119.6K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED
Shares6,738 from 6,694
Change+44 (+1%)
Value$4.7M (+$124.9K)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares6,722 from 8,105
Change-1,383 (-17%)
Value$4.7M (-$855.6K)
Filed 2026-10-08
Planning Strategies Inc.
INCREASED
Shares6,711 from 6,437
Change+274 (+4%)
Value$4.7M (+$282.5K)
Filed 2026-10-02
Mezzasalma Advisors, LLC
INCREASED
Shares6,667 from 5,452
Change+1,215 (+22%)
Value$4.7M (+$928.4K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares6,667 from 5,727
Change+940 (+16%)
Value$4.7M (+$739.9K)
Filed 2026-10-05
Security National Bank
INCREASED
Shares6,667 from 5,978
Change+689 (+12%)
Value$4.7M (+$566.9K)
Filed 2026-10-26
Winthrop Advisory Group LLC
INCREASED
Shares6,650 from 6,451
Change+199 (+3%)
Value$4.7M (+$230.4K)
Filed 2026-10-22
Ballast Rock Private Wealth LLC
INCREASED
Shares6,627 from 6,272
Change+355 (+6%)
Value$4.6M (+$337.1K)
Filed 2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,601 from 6,352
Change+249 (+4%)
Value$4.6M (+$263.8K)
Filed 2026-10-27
Advisory Advocates, LLC
INCREASED
Shares6,582 from 5,877
Change+705 (+12%)
Value$4.6M (+$576.8K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
DECREASED
Shares6,571 from 7,019
Change-448 (-6%)
Value$4.6M (-$215.6K)
Filed 2026-10-21
NYL Investors LLC
INCREASED
Shares6,569 from 6,217
Change+352 (+6%)
Value$4.6M (+$334.1K)
Filed 2026-11-03
Long Island Wealth Management, Inc.
INCREASED
Shares6,568 from 5,870
Change+698 (+12%)
Value$4.6M (+$571.8K)
Filed 2026-10-20
Herbst Group, LLC
INCREASED
Shares6,557 from 3,605
Change+2,952 (+82%)
Value$4.6M (+$2.1M)
Filed 2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED
Shares6,533 from 7,049
Change-516 (-7%)
Value$4.6M (-$262.6K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED
Shares6,526 from 6,349
Change+177 (+3%)
Value$4.6M (+$213.1K)
Filed 2026-10-15
Opulen Financial Group LLC
DECREASED
Shares6,517 from 6,569
Change-52 (-1%)
Value$4.6M (+$55.5K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares6,501 from 6,615
Change-114 (-2%)
Value$4.6M (+$12.5K)
Filed 2026-11-02
Cullinan Associates Inc
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$4.6M (+$91.3K)
Filed 2026-11-03
Reicon Wealth Advisors, LLC
INCREASED
Shares6,491 from 6,067
Change+424 (+7%)
Value$4.5M (+$382.3K)
Filed 2026-11-04
Roffman Miller Associates Inc
INCREASED
Shares6,486 from 6,076
Change+410 (+7%)
Value$4.5M (+$372.6K)
Filed 2026-10-19
Rasp Wealth Solutions, LLC
INCREASED
Shares6,470 from 5,994
Change+476 (+8%)
Value$4.5M (+$418.4K)
Filed 2026-11-06
FSA Wealth Partners, Inc.
DECREASED
Shares6,465 from 6,472
Change-7 (0%)
Value$4.5M (+$86.0K)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares6,461 from 5,680
Change+781 (+14%)
Value$4.6M (+$680.4K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED
Shares6,406 from 5,160
Change+1,246 (+24%)
Value$4.5M (+$947.7K)
Filed 2026-10-21
Birinyi Associates Inc
DECREASED
Shares6,404 from 7,200
Change-796 (-11%)
Value$4.5K (-$4.9M)
Filed 2026-10-28
Innova Wealth Partners
INCREASED
Shares6,379 from 6,307
Change+72 (+1%)
Value$4.5M (+$138.9K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
INCREASED
Shares6,346 from 6,232
Change+114 (+2%)
Value$4.4M (+$167.5K)
Filed 2026-10-13
Well Done, LLC
DECREASED
Shares6,345 from 6,802
Change-457 (-7%)
Value$4.4M (-$224.7K)
Filed 2026-10-20
Beacon Capital Management, LLC
DECREASED
Shares6,334 from 6,467
Change-133 (-2%)
Value$4.4M (-$2.4K)
Filed 2026-10-23
Redstone Wealth Management, LLC
INCREASED
Shares6,323 from 6,118
Change+205 (+3%)
Value$4.4M (+$229.8K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares6,300 from 27,000
Change-20,700 (-77%)
Value$4.4M (-$14.1M)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED
Shares6,231 from 5,216
Change+1,015 (+19%)
Value$4.4M (+$789.8K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares6,229 from 6,229
Change0 (0%)
Value$4.4M (+$87.6K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
DECREASED
Shares6,224 from 6,632
Change-408 (-6%)
Value$4.4M (-$192.8K)
Filed 2026-11-06
AMI Investment Management Inc
INCREASED
Shares6,201 from 6,130
Change+71 (+1%)
Value$4.3M (+$135.9K)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares6,200 from 6,394
Change-194 (-3%)
Value$4.3M (-$45.7K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares6,175
Change+6,175
Value$4.4K
Filed 2026-10-02
Accel Wealth Management
INCREASED
Shares6,171 from 5,981
Change+190 (+3%)
Value$4.3M (+$217.5K)
Filed 2026-10-13
25 LLC
DECREASED
Shares6,156 from 6,431
Change-275 (-4%)
Value$4.3M (-$102.0K)
Filed 2026-10-13
Chicago Capital, LLC
INCREASED
Shares6,131 from 4,767
Change+1,364 (+29%)
Value$4.3M (+$1.0M)
Filed 2026-10-13
RMG Wealth Management LLC
INCREASED
Shares6,131 from 5,936
Change+195 (+3%)
Value$4.3M (+$81.8K)
Filed 2026-10-26
Smart Wealth LLC
INCREASED
Shares6,112 from 5,943
Change+169 (+3%)
Value$4.3M (+$201.8K)
Filed 2026-11-04
Uniting Wealth Partners, LLC
INCREASED
Shares6,110 from 4,236
Change+1,874 (+44%)
Value$4.3M (+$1.4M)
Filed 2026-11-06
Marathon Wealth Advisors LLC
INCREASED
Shares6,088 from 6,016
Change+72 (+1%)
Value$4.3M (+$134.6K)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares6,062 from 5,625
Change+437 (+8%)
Value$4.2M (+$385.6K)
Filed 2026-10-29
Michels Family Financial, LLC
INCREASED
Shares6,057 from 4,432
Change+1,625 (+37%)
Value$4.2M (+$1.2M)
Filed 2026-11-02
Segment Wealth Management, LLC
DECREASED
Shares6,023 from 6,038
Change-15 (0%)
Value$4.2M (+$74.3K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,013 from 5,913
Change+100 (+2%)
Value$4.2M (+$153.2K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
DECREASED
Shares5,982 from 6,407
Change-425 (-7%)
Value$4.2M (-$207.8K)
Filed 2026-11-06
National Wealth Management Group, LLC
DECREASED
Shares5,969 from 5,979
Change-10 (0%)
Value$4.2M (+$77.3K)
Filed 2026-10-26
Sunpointe, LLC
DECREASED
Shares5,948 from 6,197
Change-249 (-4%)
Value$4.2M (-$85.9K)
Filed 2026-10-22
Tranquility Partners, LLC
DECREASED
Shares5,948 from 6,016
Change-68 (-1%)
Value$4.2M (+$38.3K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares5,938 from 5,315
Change+623 (+12%)
Value$4.2M (+$511.3K)
Filed 2026-10-08
Moneco Advisors, LLC
INCREASED
Shares5,918 from 5,245
Change+673 (+13%)
Value$4.1M (+$545.5K)
Filed 2026-11-05
Principle Wealth Partners LLC
DECREASED
Shares5,918 from 5,974
Change-56 (-1%)
Value$4.1M (+$45.1K)
Filed 2026-11-02
Bluesphere Advisors LLC
DECREASED
Shares5,917 from 6,403
Change-486 (-8%)
Value$4.1M (-$250.8K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
INCREASED
Shares5,904 from 5,850
Change+54 (+1%)
Value$4.1M (+$119.8K)
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares5,852 from 3,793
Change+2,059 (+54%)
Value$4.1M (+$1.5M)
Filed 2026-10-15
Argonautica Private Wealth Management, Inc
DECREASED
Shares5,833 from 5,835
Change-2 (0%)
Value$4.1M (+$80.6K)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares5,822 from 6,714
Change-892 (-13%)
Value$4.1M (-$530.8K)
Filed 2026-11-03
Astra Wealth Partners LLC
INCREASED
Shares5,814 from 5,793
Change+21 (+0%)
Value$4.1M (+$96.1K)
Filed 2026-11-06
Diversified Management Inc
INCREASED
Shares5,770 from 5,277
Change+493 (+9%)
Value$4.0M (+$419.8K)
Filed 2026-10-08
Financial Council, LLC
DECREASED
Shares5,762 from 5,774
Change-12 (0%)
Value$4.0M (+$72.7K)
Filed 2026-11-02
Elevate Capital Advisors, LLC
INCREASED
Shares5,761 from 3,287
Change+2,474 (+75%)
Value$4.0M (+$1.8M)
Filed 2026-11-02
Welch & Forbes LLC
INCREASED
Shares5,736 from 5,472
Change+264 (+5%)
Value$4.0M (+$261.9K)
Filed 2026-11-04
Thompson Davis & Co., Inc.
INCREASED
Shares5,730 from 4,613
Change+1,117 (+24%)
Value$4.0M (+$847.3K)
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares5,727 from 5,703
Change+24 (+0%)
Value$4.0M (+$96.9K)
Filed 2026-10-14
Verus Financial Partners, Inc.
INCREASED
Shares5,707 from 4,970
Change+737 (+15%)
Value$4.0M (+$586.4K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
DECREASED
Shares5,707 from 6,006
Change-299 (-5%)
Value$4.0M (-$124.8K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares5,679 from 5,652
Change+27 (+0%)
Value$4.0M (+$97.9K)
Filed 2026-11-06
Arcadia Wealth Management, LLC
DECREASED
Shares5,678 from 6,360
Change-682 (-11%)
Value$4.0M (-$388.3K)
Filed 2026-10-22
KFG LLC
NEW
Shares5,671
Change+5,671
Value$4.0M
Filed 2026-11-02
GEM Asset Management, LLC
INCREASED
Shares5,632 from 5,576
Change+56 (+1%)
Value$3.9M (+$117.6K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares5,607 from 5,696
Change-89 (-2%)
Value$4.0M (+$93.2K)
Filed 2026-10-20
First Interstate Bank
DECREASED
Shares5,591 from 5,689
Change-98 (-2%)
Value$3.9M (+$11.2K)
Filed 2026-10-23
Bluestem Financial Advisors, LLC
DECREASED
Shares5,568 from 6,095
Change-527 (-9%)
Value$3.9M (-$283.6K)
Filed 2026-10-20
Peoples Bank
INCREASED
Shares5,564 from 5,489
Change+75 (+1%)
Value$3.9M (+$129.7K)
Filed 2026-10-09
Richardson Financial Services Inc.
INCREASED
Shares5,529 from 5,068
Change+461 (+9%)
Value$3.9M (+$394.3K)
Filed 2026-10-30
Elevation Capital Advisory, LLC
DECREASED
Shares5,510 from 5,815
Change-305 (-5%)
Value$3.9M (-$132.0K)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
INCREASED
Shares5,476 from 4,668
Change+808 (+17%)
Value$3.8M (+$631.6K)
Filed 2026-10-09
Triasima Portfolio Management inc.
DECREASED
Shares5,457 from 6,102
Change-645 (-11%)
Value$3.8M (-$366.3K)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,451 from 4,697
Change+754 (+16%)
Value$3.8M (+$594.6K)
Filed 2026-10-22
Plus Group Wealth Advisors LLC
INCREASED
Shares5,442 from 1,110
Change+4,332 (+390%)
Value$3.8M (+$3.1M)
Filed 2026-10-19
Fortem Financial Group, LLC
DECREASED
Shares5,442 from 5,473
Change-31 (-1%)
Value$3.8M (+$55.2K)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares5,423 from 32,880
Change-27,457 (-84%)
Value$3.8M (-$18.8M)
Filed 2026-10-26
Terra Nova Asset Management LLC
INCREASED
Shares5,408 from 5,339
Change+69 (+1%)
Value$3.8M (+$123.1K)
Filed 2026-10-13
Kieckhefer Group LLC
INCREASED
Shares5,397 from 4,370
Change+1,027 (+24%)
Value$3.8M (+$781.0K)
Filed 2026-10-13
Arsenal Capital Advisors LLC
INCREASED
Shares5,393 from 5,330
Change+63 (+1%)
Value$3.8M (+$119.6K)
Filed 2026-11-02
Clearstead Trust, LLC
INCREASED
Shares5,392 from 4,859
Change+533 (+11%)
Value$3.8M (+$441.5K)
Filed 2026-11-06
WP Advisors, LLC
INCREASED
Shares5,360 from 4,545
Change+815 (+18%)
Value$3.8M (+$635.2K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
DECREASED
Shares5,330 from 8,447
Change-3,117 (-37%)
Value$3.7M (-$2.1M)
Filed 2026-10-21
Investors Research Corp
INCREASED
Shares5,326 from 2,388
Change+2,938 (+123%)
Value$3.7M (+$2.1M)
Filed 2026-10-07
Tannin Capital LLC
DECREASED
Shares5,325 from 5,385
Change-60 (-1%)
Value$3.7M (+$33.6K)
Filed 2026-11-05
Reality Financial Planning Services, LLC
DECREASED
Shares5,317 from 5,351
Change-34 (-1%)
Value$3.7M (+$51.1K)
Filed 2026-11-03
Bridgelight Financial Advisors, Inc.
DECREASED
Shares5,294 from 5,385
Change-91 (-2%)
Value$3.7M (+$11.4K)
Filed 2026-10-20
Towne Trust Company, N.a
INCREASED
Shares5,261 from 5,127
Change+134 (+3%)
Value$3.7M (+$165.9K)
Filed 2026-10-28
May Hill Capital, LLC
UNCHANGED
Shares5,255 from 5,255
Change0 (0%)
Value$3.7M (+$73.8K)
Filed 2026-11-03
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares5,243 from 5,296
Change-53 (-1%)
Value$3.7M (+$37.1K)
Filed 2026-10-08
DBK Financial Counsel, LLC
DECREASED
Shares5,240 from 5,327
Change-87 (-2%)
Value$3.7M (+$13.9K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares5,236 from 4,469
Change+767 (+17%)
Value$3.7M (+$600.9K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,235 from 3,848
Change+1,387 (+36%)
Value$3.7M (+$1.0M)
Filed 2026-11-05
Financial Perspectives, Inc
DECREASED
Shares5,215 from 5,535
Change-320 (-6%)
Value$3.7M (-$146.8K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
INCREASED
Shares5,202 from 5,194
Change+8 (+0%)
Value$3.6M (+$78.5K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
DECREASED
Shares5,192 from 5,321
Change-129 (-2%)
Value$3.6M (-$15.7K)
Filed 2026-10-26
Midwest Financial Network, LLC
DECREASED
Shares5,176 from 9,755
Change-4,579 (-47%)
Value$3.6M (-$3.1M)
Filed 2026-10-13
Prosperity Advisers, LLC
DECREASED
Shares5,176 from 5,177
Change-1 (0%)
Value$3.6M (+$72.0K)
Filed 2026-10-28
Redwood Family Wealth LLC
DECREASED
Shares5,168 from 5,305
Change-137 (-3%)
Value$3.6M (-$21.8K)
Filed 2026-10-20
Shade Tree Advisors LLC
INCREASED
Shares5,156 from 5,149
Change+7 (+0%)
Value$3.6M (+$77.6K)
Filed 2026-10-22
SRH Advisors, LLC
UNCHANGED
Shares5,074 from 5,074
Change0 (0%)
Value$3.6M (+$71.3K)
Filed 2026-10-22
Curran Financial Partners, LLC
INCREASED
Shares5,069 from 4,842
Change+227 (+5%)
Value$3.6M (+$226.9K)
Filed 2026-11-04
Zenith Solutions, Inc.
INCREASED
Shares5,057 from 5,031
Change+26 (+1%)
Value$3.5M (+$88.9K)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares5,041 from 3,506
Change+1,535 (+44%)
Value$3.5M (+$1.1M)
Filed 2026-10-28
MTM Investment Management, LLC
INCREASED
Shares5,039 from 4,838
Change+201 (+4%)
Value$3.5M (+$208.8K)
Filed 2026-10-30
Novem Group
INCREASED
Shares5,039 from 4,938
Change+101 (+2%)
Value$3.5M (+$140.7K)
Filed 2026-10-19
Harmony Asset Management LLC
INCREASED
Shares5,014 from 4,474
Change+540 (+12%)
Value$3.5M (+$441.4K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares5,011 from 4,937
Change+74 (+2%)
Value$3.5M (+$121.3K)
Filed 2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares4,997 from 5,126
Change-129 (-3%)
Value$3.5M (-$18.5K)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares4,981 from 5,033
Change-52 (-1%)
Value$3.6M (+$106.8K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
INCREASED
Shares4,978 from 4,637
Change+341 (+7%)
Value$3.5M (+$304.1K)
Filed 2026-10-23
Berkshire Money Management, Inc.
NEW
Shares4,973
Change+4,973
Value$3.5M
Filed 2026-10-21
Strategic Wealth Advisors LLC
INCREASED
Shares4,967 from 3,714
Change+1,253 (+34%)
Value$3.5M (+$3.5M)
Filed 2026-11-06
Networth Advisors, LLC
DECREASED
Shares4,957 from 5,539
Change-582 (-11%)
Value$3.5M (-$330.1K)
Filed 2026-11-03
Veery Capital, LLC
INCREASED
Shares4,947 from 4,878
Change+69 (+1%)
Value$3.5M (+$116.3K)
Filed 2026-10-07
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,943 from 4,630
Change+313 (+7%)
Value$3.5M (+$284.5K)
Filed 2026-10-16
Navigation Group, LLC
DECREASED
Shares4,924 from 5,039
Change-115 (-2%)
Value$3.5M (-$9.8K)
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED
Shares4,921 from 4,889
Change+32 (+1%)
Value$3.4M (+$90.8K)
Filed 2026-10-16
Focus Wealth Advisors, LLC
INCREASED
Shares4,921 from 4,912
Change+9 (+0%)
Value$3.4M (+$75.2K)
Filed 2026-10-14
Princeton Global Asset Management LLC
INCREASED
Shares4,897 from 4,335
Change+562 (+13%)
Value$3.4M (+$454.4K)
Filed 2026-10-21
Montecito Bank & Trust
DECREASED
Shares4,896 from 13,964
Change-9,068 (-65%)
Value$3.4M (-$6.2M)
Filed 2026-10-01
Larry Mathis Financial Planning, LLC
DECREASED
Shares4,896 from 9,256
Change-4,360 (-47%)
Value$3.4M (-$2.9M)
Filed 2026-10-26
LifeGuide Financial Advisors, LLC
DECREASED
Shares4,886 from 5,031
Change-145 (-3%)
Value$3.4M (-$31.4K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
DECREASED
Shares4,883 from 5,601
Change-718 (-13%)
Value$3.4M (-$417.4K)
Filed 2026-10-30
Wakefield Asset Management Lllp
DECREASED
Shares4,882 from 5,044
Change-162 (-3%)
Value$3.4M (-$43.4K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares4,874 from 4,452
Change+422 (+9%)
Value$3.4M (+$358.5K)
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares4,859 from 5,152
Change-293 (-6%)
Value$3.4M (-$132.8K)
Filed 2026-10-14
Summit Global Investments
DECREASED
Shares4,849 from 7,789
Change-2,940 (-38%)
Value$3.4K (-$5.3M)
Filed 2026-10-28
Auour Investments LLC
DECREASED
Shares4,828 from 5,717
Change-889 (-16%)
Value$3.4M (-$543.1K)
Filed 2026-10-28
Values Added Financial LLC
DECREASED
Shares4,807 from 4,927
Change-120 (-2%)
Value$3.4M (-$14.9K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
INCREASED
Shares4,797 from 4,280
Change+517 (+12%)
Value$3.4M (+$422.0K)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
DECREASED
Shares4,781 from 5,487
Change-706 (-13%)
Value$3.4M (-$418.1K)
Filed 2026-10-16
Saxon Interests, Inc.
DECREASED
Shares4,766 from 9,233
Change-4,467 (-48%)
Value$3.3M (-$3.0M)
Filed 2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares4,763 from 4,777
Change-14 (0%)
Value$3.3M (+$57.1K)
Filed 2026-10-29
E&G Advisors, LLC
INCREASED
Shares4,746 from 4,716
Change+30 (+1%)
Value$3.3M (+$87.3K)
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares4,737 from 4,924
Change-187 (-4%)
Value$3.3M (-$61.7K)
Filed 2026-10-13
SkyOak Wealth, LLC
INCREASED
Shares4,730 from 4,672
Change+58 (+1%)
Value$3.3M (+$106.3K)
Filed 2026-10-28
Palatine Hill Wealth Management, LLC
DECREASED
Shares4,719 from 4,815
Change-96 (-2%)
Value$3.3M (+$368)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares4,716 from 2,368
Change+2,348 (+99%)
Value$3.3M (+$1.7M)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares4,712 from 5,667
Change-955 (-17%)
Value$3.4M (-$506.2K)
Filed 2026-10-19
Baring Financial LLC
INCREASED
Shares4,711 from 4,698
Change+13 (+0%)
Value$3.3M (+$74.8K)
Filed 2026-10-07
Collaborative Capital Advisors LLC
INCREASED
Shares4,708 from 4,078
Change+630 (+15%)
Value$3.3M (+$498.7K)
Filed 2026-11-06
Ocean Park Asset Management, LLC
NEW
Shares4,705
Change+4,705
Value$3.3M
Filed 2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$3.3M (+$66.0K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares4,681 from 3,845
Change+836 (+22%)
Value$3.3M (+$639.3K)
Filed 2026-10-29
Private Wealth Group, LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$3.3M (+$65.5K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares4,644 from 4,644
Change0 (0%)
Value$3.3M (+$65.2K)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
INCREASED
Shares4,640 from 2,973
Change+1,667 (+56%)
Value$3.3M (+$1.2M)
Filed 2026-10-27
Clearview Wealth Management LLC
DECREASED
Shares4,635 from 4,685
Change-50 (-1%)
Value$3.3M (+$97.2K)
Filed 2026-10-16
LifeWealth Investments, LLC
DECREASED
Shares4,598 from 4,922
Change-324 (-7%)
Value$3.2M (-$157.7K)
Filed 2026-10-21
Grantvest Financial Group LLC
DECREASED
Shares4,588 from 4,625
Change-37 (-1%)
Value$3.2M (+$39.4K)
Filed 2026-10-21
Myecfo, LLC
DECREASED
Shares4,580 from 4,635
Change-55 (-1%)
Value$3.2M (+$26.2K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares4,553 from 4,553
Change0 (0%)
Value$3.2M (+$64.0K)
Filed 2026-10-15
Hengehold Capital Management LLC
INCREASED
Shares4,530 from 4,466
Change+64 (+1%)
Value$3.2M (+$107.6K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED
Shares4,529 from 4,952
Change-423 (-9%)
Value$3.2M (-$198.7K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares4,524 from 3,881
Change+643 (+17%)
Value$3.2M (+$505.2K)
Filed 2026-10-23
Clarity Wealth Advisors, LLC
INCREASED
Shares4,494 from 4,491
Change+3 (+0%)
Value$3.1M (+$65.2K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares4,484
Change+4,484
Value$3.1M
Filed 2026-11-04
Weaver Consulting Group
DECREASED
Shares4,471 from 4,779
Change-308 (-6%)
Value$3.1M (-$149.1K)
Filed 2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED
Shares4,452 from 4,184
Change+268 (+6%)
Value$3.1M (+$247.1K)
Filed 2026-11-06
Pacific Park Financial, Inc.
DECREASED
Shares4,451 from 4,518
Change-67 (-1%)
Value$3.1M (+$16.5K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED
Shares4,450 from 4,070
Change+380 (+9%)
Value$3.1M (+$323.0K)
Filed 2026-10-19
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$3.1M (+$62.1K)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares4,403 from 4,276
Change+127 (+3%)
Value$3.1M (+$149.3K)
Filed 2026-10-19
Anchor Capital Advisors LLC
INCREASED
Shares4,397 from 3,752
Change+645 (+17%)
Value$3.1M (+$504.8K)
Filed 2026-11-05
Optimist Retirement Group LLC
DECREASED
Shares4,361 from 4,402
Change-41 (-1%)
Value$3.1M (+$33.7K)
Filed 2026-10-30
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares4,358 from 4,446
Change-88 (-2%)
Value$3.1M (+$1.3K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
DECREASED
Shares4,335 from 4,339
Change-4 (0%)
Value$3.0M (+$58.7K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares4,330 from 4,152
Change+178 (+4%)
Value$3.0M (+$183.1K)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED
Shares4,323 from 3,827
Change+496 (+13%)
Value$3.0M (+$401.3K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,310 from 4,305
Change+5 (+0%)
Value$3.0M (+$64.1K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares4,286 from 3,716
Change+570 (+15%)
Value$3.0M (+$452.1K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares4,266 from 4,252
Change+14 (+0%)
Value$3.0M (+$69.3K)
Filed 2026-10-02
Glaxis Capital Management, LLC
UNCHANGED
Shares4,265 from 4,265
Change0 (0%)
Value$3.0M (+$59.9K)
Filed 2026-11-02
Foyston, Gordon & Payne Inc
NEW
Shares4,243
Change+4,243
Value$3.0M
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares4,239 from 4,165
Change+74 (+2%)
Value$3.0M (+$109.8K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares4,234 from 4,269
Change-35 (-1%)
Value$3.0M (+$97.7K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares4,225 from 4,191
Change+34 (+1%)
Value$3.0M (+$82.7K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares4,223 from 5,121
Change-898 (-18%)
Value$3.0M (-$553.9K)
Filed 2026-11-05
Optima Capital LLC
INCREASED
Shares4,223 from 4,150
Change+73 (+2%)
Value$3.0M (+$109.0K)
Filed 2026-10-29
Baker Avenue Asset Management, LP
INCREASED
Shares4,222 from 3,924
Change+298 (+8%)
Value$3.0M (+$263.7K)
Filed 2026-11-06
Cannon Financial Strategists, Inc.
INCREASED
Shares4,222 from 4,216
Change+6 (+0%)
Value$3.0M (+$63.3K)
Filed 2026-10-19
Private Client Services, LLC
DECREASED
Shares4,219 from 4,338
Change-119 (-3%)
Value$3.0M (-$22.7K)
Filed 2026-10-02
Englebert Financial Advisers, LLC
DECREASED
Shares4,209 from 6,116
Change-1,907 (-31%)
Value$2.9M (-$1.3M)
Filed 2026-10-20
Rebalance, LLC
INCREASED
Shares4,201 from 4,149
Change+52 (+1%)
Value$2.9M (+$94.1K)
Filed 2026-10-22
Diversified Portfolios, Inc.
DECREASED
Shares4,196 from 4,242
Change-46 (-1%)
Value$2.9M (+$27.6K)
Filed 2026-11-04
First County Bank
INCREASED
Shares4,172 from 3,529
Change+643 (+18%)
Value$2.9M (+$500.2K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares4,172 from 4,217
Change-45 (-1%)
Value$2.9M (+$27.7K)
Filed 2026-10-15
Seven Bridges Advisors LLC
INCREASED
Shares4,168 from 4,157
Change+11 (+0%)
Value$2.9M (+$65.9K)
Filed 2026-10-07
Gibson Capital, LLC
DECREASED
Shares4,160 from 4,201
Change-41 (-1%)
Value$2.9M (+$30.3K)
Filed 2026-10-23
Investment Advisory Services Inc
INCREASED
Shares4,145 from 3,843
Change+302 (+8%)
Value$2.9M (+$265.4K)
Filed 2026-10-27
Culbertson A N & Co Inc
DECREASED
Shares4,137 from 4,253
Change-116 (-3%)
Value$2.9M (-$21.5K)
Filed 2026-10-21
DB&C Advisors, LLC
INCREASED
Shares4,130 from 4,038
Change+92 (+2%)
Value$2.9M (+$121.2K)
Filed 2026-10-26
Inscription Capital, LLC
DECREASED
Shares4,095 from 4,149
Change-54 (-1%)
Value$2.9M (+$20.4K)
Filed 2026-11-02
Enzi Wealth
INCREASED
Shares4,093 from 3,632
Change+461 (+13%)
Value$2.9M (+$417.2K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares4,078 from 3,874
Change+204 (+5%)
Value$2.9M (+$197.2K)
Filed 2026-10-20
Index Fund Advisors, Inc.
DECREASED
Shares4,076 from 4,688
Change-612 (-13%)
Value$2.9M (-$363.1K)
Filed 2026-11-05
Baker Boyer National Bank
INCREASED
Shares4,076 from 4,032
Change+44 (+1%)
Value$2.9M (+$87.5K)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares4,074 from 4,005
Change+69 (+2%)
Value$2.9M (+$104.6K)
Filed 2026-10-29
Ellis Investment Partners, LLC
INCREASED
Shares4,066 from 3,583
Change+483 (+13%)
Value$2.9M (+$389.3K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares4,064 from 4,062
Change+2 (+0%)
Value$2.8M (+$58.6K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,047 from 4,141
Change-94 (-2%)
Value$2.8M (-$7.7K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares4,027 from 1,857
Change+2,170 (+117%)
Value$2.8M (+$1.5M)
Filed 2026-11-05
Seal Cove Capital, LLC
INCREASED
Shares4,016 from 4,006
Change+10 (+0%)
Value$2.8M (+$63.6K)
Filed 2026-11-06
Zullo Investment Group, Inc.
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$2.8M (+$56.4K)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED
Shares4,014 from 4,026
Change-12 (0%)
Value$2.8M (+$48.0K)
Filed 2026-10-26
Bucket List Wealth Management, LLC
INCREASED
Shares4,006 from 3,975
Change+31 (+1%)
Value$2.8M (+$77.6K)
Filed 2026-10-22
Mccarter Private Wealth Services LLC
INCREASED
Shares4,005 from 3,373
Change+632 (+19%)
Value$2.8M (+$490.3K)
Filed 2026-10-22
Unique Wealth, LLC
UNCHANGED
Shares3,968 from 3,968
Change0 (0%)
Value$2.8M (+$56.0K)
Filed 2026-10-16
Asset Advisors Investment Management, LLC
INCREASED
Shares3,942 from 3,129
Change+813 (+26%)
Value$2.8M (+$613.7K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
INCREASED
Shares3,916 from 3,895
Change+21 (+1%)
Value$2.7M (+$69.1K)
Filed 2026-10-01
Falcon Wealth Planning
DECREASED
Shares3,909 from 4,223
Change-314 (-7%)
Value$2.7M (-$160.6K)
Filed 2026-11-06
Investmark Advisory Group LLC
INCREASED
Shares3,903 from 1,771
Change+2,132 (+120%)
Value$2.7M (+$1.5M)
Filed 2026-10-27
Tlwm
INCREASED
Shares3,902 from 3,460
Change+442 (+13%)
Value$2.7M (+$358.5K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED
Shares3,902 from 3,939
Change-37 (-1%)
Value$2.7M (+$40.3K)
Filed 2026-10-13
PTM Wealth Management, LLC
DECREASED
Shares3,888 from 3,913
Change-25 (-1%)
Value$2.8M (+$126.7K)
Filed 2026-10-23
Aries Wealth Management
DECREASED
Shares3,884 from 3,978
Change-94 (-2%)
Value$2.7M (-$10.0K)
Filed 2026-10-23
Mascoma Wealth Management LLC
INCREASED
Shares3,873 from 3,872
Change+1 (+0%)
Value$2.7M (+$54.9K)
Filed 2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares3,863 from 3,872
Change-9 (0%)
Value$2.7M (+$47.7K)
Filed 2026-10-14
Burton Enright Welch
DECREASED
Shares3,844 from 3,967
Change-123 (-3%)
Value$2.7M (-$30.5K)
Filed 2026-11-04
Chesley Taft & Associates LLC
INCREASED
Shares3,837 from 3,799
Change+38 (+1%)
Value$2.7M (+$80.0K)
Filed 2026-10-13
Madison Park Capital Advisors, LLC
INCREASED
Shares3,826 from 3,606
Change+220 (+6%)
Value$2.7M (+$205.1K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares3,806 from 3,399
Change+407 (+12%)
Value$2.7M (+$333.0K)
Filed 2026-10-08
Whalen Wealth Management Inc.
INCREASED
Shares3,788 from 3,577
Change+211 (+6%)
Value$2.7M (+$198.1K)
Filed 2026-10-08
Moran Wealth Management, LLC
DECREASED
Shares3,785 from 4,279
Change-494 (-12%)
Value$2.7M (-$286.1K)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,785 from 3,747
Change+38 (+1%)
Value$2.7M (+$78.9K)
Filed 2026-10-15
Linscomb Wealth, Inc.
DECREASED
Shares3,784 from 3,969
Change-185 (-5%)
Value$2.7M (-$73.9K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares3,783 from 793
Change+2,990 (+377%)
Value$2.7M (+$2.1M)
Filed 2026-10-22
Heirloom Wealth Management
INCREASED
Shares3,772 from 3,613
Change+159 (+4%)
Value$2.6M (+$162.2K)
Filed 2026-10-14
Cherrydale Wealth Management, LLC
INCREASED
Shares3,771 from 3,761
Change+10 (+0%)
Value$2.6M (+$59.7K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares3,760 from 3,175
Change+585 (+18%)
Value$2.6M (+$454.6K)
Filed 2026-10-13
LFG Wealth Partners, LLC
DECREASED
Shares3,760 from 3,849
Change-89 (-2%)
Value$2.6M (-$8.2K)
Filed 2026-10-28
Wealth Effects LLC
DECREASED
Shares3,759 from 3,819
Change-60 (-2%)
Value$2.6M (+$11.7K)
Filed 2026-10-23
Arrien Investments, Inc.
DECREASED
Shares3,757 from 3,773
Change-16 (0%)
Value$2.6M (+$41.8K)
Filed 2026-10-30
Tred Avon Family Wealth, LLC
DECREASED
Shares3,753 from 3,860
Change-107 (-3%)
Value$2.6M (-$20.8K)
Filed 2026-10-20
Defender Capital, Llc.
DECREASED
Shares3,750 from 4,750
Change-1,000 (-21%)
Value$2.6M (-$634.1K)
Filed 2026-10-01
Solstein Capital, LLC
INCREASED
Shares3,741 from 2,934
Change+807 (+28%)
Value$2.6M (+$606.7K)
Filed 2026-11-02
Warwick Investment Management, Inc.
DECREASED
Shares3,702 from 3,730
Change-28 (-1%)
Value$2.6M (+$32.7K)
Filed 2026-10-19
Castleview Partners, LLC
INCREASED
Shares3,697 from 3,622
Change+75 (+2%)
Value$2.6M (+$103.5K)
Filed 2026-10-09
Zions Bancorporation, National Association
INCREASED
Shares3,697 from 3,628
Change+69 (+2%)
Value$2.6M (+$99.3K)
Filed 2026-11-06
Prudent Man Advisors, LLC
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$2.6M (+$51.8K)
Filed 2026-11-03
Tamar Securities, LLC
INCREASED
Shares3,680 from 3,670
Change+10 (+0%)
Value$2.6M (+$58.3K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
INCREASED
Shares3,670 from 3,120
Change+550 (+18%)
Value$2.6M (+$429.3K)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares3,670 from 3,532
Change+138 (+4%)
Value$2.6M (+$146.2K)
Filed 2026-10-08
Harfst & Associates, Inc.
DECREASED
Shares3,666 from 3,671
Change-5 (0%)
Value$2.6M (+$48.1K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares3,665 from 4,619
Change-954 (-21%)
Value$2.6M (-$603.6K)
Filed 2026-11-04
MontVue Capital Management, Inc.
DECREASED
Shares3,662 from 3,666
Change-4 (0%)
Value$2.6M (+$48.7K)
Filed 2026-10-19
Channel Wealth LLC
INCREASED
Shares3,661 from 3,636
Change+25 (+1%)
Value$2.6M (+$68.6K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares3,633 from 4,175
Change-542 (-13%)
Value$2.5M (-$321.3K)
Filed 2026-10-30
My Personal CFO, LLC
INCREASED
Shares3,629 from 3,619
Change+10 (+0%)
Value$2.5M (+$57.9K)
Filed 2026-10-14
55 North Private Wealth, LLC
DECREASED
Shares3,622 from 3,623
Change-1 (0%)
Value$2.5M (+$50.3K)
Filed 2026-10-20
Kesler, Norman & Wride, LLC
INCREASED
Shares3,603 from 3,490
Change+113 (+3%)
Value$2.5M (+$127.8K)
Filed 2026-11-06
Fullerton Advisors, LLC
INCREASED
Shares3,603 from 3,594
Change+9 (+0%)
Value$2.5M (+$57.0K)
Filed 2026-10-14
Amicus Financial Advisors, LLC
INCREASED
Shares3,601 from 3,594
Change+7 (+0%)
Value$2.5M (+$55.4K)
Filed 2026-11-03
Friday Financial
INCREASED
Shares3,595 from 1,477
Change+2,118 (+143%)
Value$2.5M (+$1.5M)
Filed 2026-10-09
TCP Asset Management, LLC
DECREASED
Shares3,591 from 3,744
Change-153 (-4%)
Value$2.5M (-$30.4K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares3,588 from 3,390
Change+198 (+6%)
Value$2.5M (+$186.4K)
Filed 2026-10-28
Sims Investment Management, LLC
INCREASED
Shares3,582 from 3,578
Change+4 (+0%)
Value$2.5M (+$53.1K)
Filed 2026-10-13
CrossGen Wealth, LLC
DECREASED
Shares3,581 from 3,757
Change-176 (-5%)
Value$2.5M (-$70.4K)
Filed 2026-10-30
Cacti Asset Management LLC
INCREASED
Shares3,577 from 1,970
Change+1,607 (+82%)
Value$2.5M (+$1.2M)
Filed 2026-10-01
Ibex Wealth Advisors
UNCHANGED
Shares3,561 from 3,561
Change0 (0%)
Value$2.5M (+$50.3K)
Filed 2026-11-06
Oarsman Capital, Inc.
INCREASED
Shares3,535 from 2,716
Change+819 (+30%)
Value$2.5M (+$612.0K)
Filed 2026-11-05
Citizens National Bank Trust Department
INCREASED
Shares3,533 from 3,040
Change+493 (+16%)
Value$2.5M (+$388.2K)
Filed 2026-11-04
Peterson Wealth Services
INCREASED
Shares3,524 from 2,937
Change+587 (+20%)
Value$2.5M (+$453.1K)
Filed 2026-10-26
Heritage Investment Group, Inc.
DECREASED
Shares3,511 from 3,515
Change-4 (0%)
Value$2.5M (+$46.4K)
Filed 2026-11-03
Old Peak Finance LLC
INCREASED
Shares3,508 from 3,225
Change+283 (+9%)
Value$2.5M (+$243.9K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares3,495 from 3,903
Change-408 (-10%)
Value$2.4M (-$230.7K)
Filed 2026-10-28
BFI Infinity Ltd.
INCREASED
Shares3,484 from 3,210
Change+274 (+9%)
Value$2.4M (+$237.1K)
Filed 2026-10-16
Shaker Financial Services, LLC
DECREASED
Shares3,478 from 3,808
Change-330 (-9%)
Value$2.4M (-$177.6K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares3,477 from 3,373
Change+104 (+3%)
Value$2.4M (+$120.3K)
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares3,475 from 3,436
Change+39 (+1%)
Value$2.4M (+$75.3K)
Filed 2026-10-14
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares3,465 from 3,409
Change+56 (+2%)
Value$2.4M (+$87.4K)
Filed 2026-10-14
Hanson & Doremus Investment Management
DECREASED
Shares3,462 from 3,464
Change-2 (0%)
Value$2.4K (-$2.4M)
Filed 2026-10-16
Washburn Capital Management, Inc.
DECREASED
Shares3,460 from 3,479
Change-19 (-1%)
Value$2.4M (+$35.6K)
Filed 2026-10-19
Nixon Peabody Trust Co
INCREASED
Shares3,453 from 3,140
Change+313 (+10%)
Value$2.4M (+$263.5K)
Filed 2026-10-23
Orrstown Financial Services Inc
DECREASED
Shares3,452 from 3,766
Change-314 (-8%)
Value$2.4M (-$167.2K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares3,411 from 4,186
Change-775 (-19%)
Value$2.4M (-$484.3K)
Filed 2026-10-28
Clear Wave Wealth Management LLC
INCREASED
Shares3,404 from 3,403
Change+1 (+0%)
Value$2.4M (+$47.9K)
Filed 2026-11-04
Infinity Wealth Counsel, LLC
INCREASED
Shares3,402 from 3,400
Change+2 (+0%)
Value$2.4M (+$49.2K)
Filed 2026-10-15
Peak Wealth Management LLC
INCREASED
Shares3,399 from 3,369
Change+30 (+1%)
Value$2.4M (+$88.4K)
Filed 2026-10-26
Van Cleef Asset Management,Inc
INCREASED
Shares3,395 from 2,602
Change+793 (+30%)
Value$2.4M (+$592.5K)
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares3,390 from 2,778
Change+612 (+22%)
Value$2.4M (+$468.3K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares3,388 from 2,652
Change+736 (+28%)
Value$2.4M (+$601.2K)
Filed 2026-10-13
Virtus Wealth Solutions LLC
INCREASED
Shares3,378 from 2,774
Change+604 (+22%)
Value$2.4M (+$462.8K)
Filed 2026-11-03
Alterna Wealth Management, Inc
INCREASED
Shares3,367 from 3,357
Change+10 (+0%)
Value$2.4M (+$53.7K)
Filed 2026-10-27
Green Ridge Wealth Planning LLC
INCREASED
Shares3,361 from 3,360
Change+1 (+0%)
Value$2.4M (+$47.9K)
Filed 2026-10-08
Compass Planning Associates Inc
INCREASED
Shares3,348 from 3,257
Change+91 (+3%)
Value$2.3M (+$109.3K)
Filed 2026-10-13
Lee Financial Co
INCREASED
Shares3,344 from 3,292
Change+52 (+2%)
Value$2.3M (+$82.6K)
Filed 2026-10-16
Mogy Joel R Investment Counsel Inc
DECREASED
Shares3,342 from 3,440
Change-98 (-3%)
Value$2.3M (-$20.4K)
Filed 2026-10-13
Lexington Hill Partners, LLC
DECREASED
Shares3,338 from 3,358
Change-20 (-1%)
Value$2.3M (+$33.1K)
Filed 2026-10-13
Pacific Asset Management, LLC
INCREASED
Shares3,337 from 3,129
Change+208 (+7%)
Value$2.3M (+$189.7K)
Filed 2026-10-15
Montgomery Financial Services LLC
DECREASED
Shares3,335 from 3,539
Change-204 (-6%)
Value$2.3M (-$93.3K)
Filed 2026-11-03
Washington Trust Bank
INCREASED
Shares3,333 from 3,053
Change+280 (+9%)
Value$2.3M (+$239.1K)
Filed 2026-11-03
William Mack & Associates, Inc.
INCREASED
Shares3,329 from 3,310
Change+19 (+1%)
Value$2.3M (+$59.7K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
INCREASED
Shares3,315 from 3,313
Change+2 (+0%)
Value$2.3M (+$48.1K)
Filed 2026-10-16
Optivise Advisory Services LLC
INCREASED
Shares3,311 from 2,971
Change+340 (+11%)
Value$2.3M (+$280.5K)
Filed 2026-10-19
Iams Wealth Management, LLC
INCREASED
Shares3,307 from 3,101
Change+206 (+7%)
Value$2.3M (+$188.1K)
Filed 2026-10-15
Entrust Financial LLC
INCREASED
Shares3,300 from 3,215
Change+85 (+3%)
Value$2.3M (+$104.7K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares3,291 from 2,779
Change+512 (+18%)
Value$2.3K (+$397)
Filed 2026-10-02
Edgemoor Investment Advisors, Inc.
INCREASED
Shares3,284 from 3,251
Change+33 (+1%)
Value$2.3M (+$68.1K)
Filed 2026-11-03
Fortress Financial Group, LLC
INCREASED
Shares3,281 from 3,244
Change+37 (+1%)
Value$2.3M (+$71.6K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
DECREASED
Shares3,273 from 3,416
Change-143 (-4%)
Value$2.3M (-$52.2K)
Filed 2026-11-02
HMS Capital Management, LLC
INCREASED
Shares3,269 from 3,197
Change+72 (+2%)
Value$2.3M (+$95.4K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares3,267 from 3,009
Change+258 (+9%)
Value$2.3M (+$223.4K)
Filed 2026-11-06
Beirne Wealth Consulting Services, LLC
DECREASED
Shares3,258 from 4,704
Change-1,446 (-31%)
Value$2.3M (-$946.9K)
Filed 2026-10-19
Chilton Capital Management LLC
DECREASED
Shares3,257 from 3,307
Change-50 (-2%)
Value$2.3M (+$11.4K)
Filed 2026-10-28
Professional Advisory Services Inc
INCREASED
Shares3,255 from 3,213
Change+42 (+1%)
Value$2.3K (+$74)
Filed 2026-10-08
BG Investment Services, LLC
INCREASED
Shares3,244 from 2,950
Change+294 (+10%)
Value$2.3M (+$247.9K)
Filed 2026-10-23
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares3,241 from 2,964
Change+277 (+9%)
Value$2.3M (+$235.8K)
Filed 2026-10-29
Evolution Advisers, Inc.
DECREASED
Shares3,241 from 3,277
Change-36 (-1%)
Value$2.3M (+$42.8K)
Filed 2026-11-06
Equita Financial Network, Inc.
INCREASED
Shares3,239 from 3,061
Change+178 (+6%)
Value$2.3M (+$168.1K)
Filed 2026-10-19
Indiana Trust & Investment Management Co
DECREASED
Shares3,228 from 3,291
Change-63 (-2%)
Value$2.3M (+$2.1K)
Filed 2026-10-22
Wilkerson Advisory Group LLC
DECREASED
Shares3,220 from 3,230
Change-10 (0%)
Value$2.3M (+$37.5K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
UNCHANGED
Shares3,214 from 3,214
Change0 (0%)
Value$2.3M (+$45.2K)
Filed 2026-10-20
Retirement Financial Solutions, LLC
DECREASED
Shares3,213 from 3,294
Change-81 (-2%)
Value$2.3M (-$10.4K)
Filed 2026-10-20
Berkeley, Inc
DECREASED
Shares3,213 from 3,246
Change-33 (-1%)
Value$2.3M (+$22.7K)
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares3,212
Change+3,212
Value$2.3M
Filed 2026-10-07
Occidental Asset Management, LLC
DECREASED
Shares3,208 from 3,776
Change-568 (-15%)
Value$2.2M (-$345.0K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares3,202 from 3,180
Change+22 (+1%)
Value$2.2M (+$60.2K)
Filed 2026-10-30
Fiduciary Family Office, LLC
INCREASED
Shares3,197 from 3,168
Change+29 (+1%)
Value$2.2M (+$64.8K)
Filed 2026-11-04
Vilga Financial Planning LLC
INCREASED
Shares3,196 from 2,920
Change+276 (+9%)
Value$2.2M (+$233.9K)
Filed 2026-10-09
Sun Group Wealth Partners
INCREASED
Shares3,191 from 2,032
Change+1,159 (+57%)
Value$2.2M (+$840.2K)
Filed 2026-10-26
M. Kraus & Co
UNCHANGED
Shares3,167 from 3,167
Change0 (0%)
Value$2.2M (+$44.5K)
Filed 2026-10-20
Stonekeep Investments, LLC
INCREASED
Shares3,166 from 3,091
Change+75 (+2%)
Value$2.2M (+$2.2M)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
DECREASED
Shares3,162 from 3,693
Change-531 (-14%)
Value$2.2M (-$320.0K)
Filed 2026-11-02
Sather Financial Group Inc
DECREASED
Shares3,161 from 3,183
Change-22 (-1%)
Value$2.2M (+$29.3K)
Filed 2026-10-30
Granite FO LLC
DECREASED
Shares3,153 from 3,228
Change-75 (-2%)
Value$2.2M (-$6.8K)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares3,147 from 3,083
Change+64 (+2%)
Value$2.2M (+$87.9K)
Filed 2026-10-26
Pathway Financial Advisors LLC
INCREASED
Shares3,140 from 2,410
Change+730 (+30%)
Value$2.2M (+$550.0K)
Filed 2026-10-07
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares3,140 from 3,219
Change-79 (-2%)
Value$2.2M (-$10.1K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares3,119 from 471
Change+2,648 (+562%)
Value$2.2M (+$1.9M)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,119 from 3,011
Change+108 (+4%)
Value$2.2M (+$117.8K)
Filed 2026-11-02
Reflection Asset Management
UNCHANGED
Shares3,115 from 3,115
Change0 (0%)
Value$2.2M (+$43.8K)
Filed 2026-10-28
Pacific Center for Financial Services
INCREASED
Shares3,097 from 3,022
Change+75 (+2%)
Value$2.2M (+$94.7K)
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares3,093 from 4,054
Change-961 (-24%)
Value$2.2M (-$617.0K)
Filed 2026-10-28
IMG Wealth Management, Inc.
DECREASED
Shares3,065 from 3,253
Change-188 (-6%)
Value$2.1M (-$85.9K)
Filed 2026-10-27
Trellis Wealth Advisors LLC
INCREASED
Shares3,059 from 3,058
Change+1 (+0%)
Value$2.1M (+$43.4K)
Filed 2026-10-19
Tenet Wealth Partners, LLC
INCREASED
Shares3,052 from 2,739
Change+313 (+11%)
Value$2.1M (+$278.4K)
Filed 2026-10-19
Align Financial, LLC
DECREASED
Shares3,041 from 3,130
Change-89 (-3%)
Value$2.1M (-$18.4K)
Filed 2026-10-16
Stevens Capital Partners
INCREASED
Shares3,039 from 757
Change+2,282 (+301%)
Value$2.1M (+$1.6M)
Filed 2026-10-29
Blossom Wealth Management
UNCHANGED
Shares3,039 from 3,039
Change0 (0%)
Value$2.1M (+$42.7K)
Filed 2026-11-03
Cottage Street Advisors LLC
INCREASED
Shares3,029 from 3,022
Change+7 (+0%)
Value$2.1M (+$47.5K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares3,021 from 2,551
Change+470 (+18%)
Value$2.1M (+$365.3K)
Filed 2026-10-27
Focused Wealth Management, Inc
DECREASED
Shares3,018 from 3,086
Change-68 (-2%)
Value$2.1M (-$4.1K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares3,007 from 2,075
Change+932 (+45%)
Value$2.1M (+$682.4K)
Filed 2026-10-20
Darrow Company, Inc.
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$2.1M (+$64.4K)
Filed 2026-10-22
CVS Health Corp
NEW
Shares3,000
Change+3,000
Value$2.1M
Filed 2026-11-05
Titiun Yejiel
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$2.1M (+$42.2K)
Filed 2026-11-06
Hamilton Point Investment Advisors, LLC
DECREASED
Shares2,992 from 2,999
Change-7 (0%)
Value$2.1M (+$37.2K)
Filed 2026-11-03
City State Bank
INCREASED
Shares2,990 from 2,739
Change+251 (+9%)
Value$2.1M (+$214.4K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
INCREASED
Shares2,989 from 2,929
Change+60 (+2%)
Value$2.1M (+$83.2K)
Filed 2026-10-23
BetterWealth, LLC
INCREASED
Shares2,980 from 2,966
Change+14 (+0%)
Value$2.1M (+$51.5K)
Filed 2026-10-15
Chemistry Wealth Management LLC
DECREASED
Shares2,979 from 3,381
Change-402 (-12%)
Value$2.1M (-$234.7K)
Filed 2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-22
Smithbridge Asset Management Inc
INCREASED
Shares2,975 from 1,717
Change+1,258 (+73%)
Value$2.1M (+$905.9K)
Filed 2026-10-19
Bonfire Financial
INCREASED
Shares2,975 from 2,974
Change+1 (+0%)
Value$2.1M (+$42.5K)
Filed 2026-11-06
Bensler, LLC
DECREASED
Shares2,974 from 2,992
Change-18 (-1%)
Value$2.1M (+$29.3K)
Filed 2026-11-05
RAM Investment Partners, LLC
INCREASED
Shares2,968 from 1,869
Change+1,099 (+59%)
Value$2.1M (+$796.6K)
Filed 2026-10-21
KRM Wealth Management L.L.C.
DECREASED
Shares2,965 from 2,972
Change-7 (0%)
Value$2.1M (+$37.0K)
Filed 2026-11-02
Vigilare Wealth Management
DECREASED
Shares2,956 from 3,181
Change-225 (-7%)
Value$2.1M (-$112.7K)
Filed 2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares2,946 from 2,939
Change+7 (+0%)
Value$2.1M (+$46.6K)
Filed 2026-11-03
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares2,935 from 2,935
Change0 (0%)
Value$2.1M (+$41.2K)
Filed 2026-10-22
Destiny Wealth Partners, LLC
NEW
Shares2,933
Change+2,933
Value$2.0M
Filed 2026-11-05
Highland Capital Management, LLC
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$2.1M (+$41.1K)
Filed 2026-10-26
Johnson Financial Group, LLC
DECREASED
Shares2,916 from 3,014
Change-98 (-3%)
Value$2.0M (-$25.6K)
Filed 2026-11-03
Atticus Wealth Management, LLC
INCREASED
Shares2,907 from 1,902
Change+1,005 (+53%)
Value$2.0M (+$731.2K)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares2,905 from 2,034
Change+871 (+43%)
Value$2.0M (+$639.0K)
Filed 2026-10-01
Porter White Investment Advisors, Inc.
INCREASED
Shares2,904 from 1,448
Change+1,456 (+101%)
Value$2.0M (+$1.0M)
Filed 2026-10-14
Foster Group, Inc.
INCREASED
Shares2,899 from 2,864
Change+35 (+1%)
Value$2.0M (+$64.9K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares2,887 from 1,810
Change+1,077 (+60%)
Value$2.0M (+$780.7K)
Filed 2026-11-03
Advus Financial Partners, LLC
DECREASED
Shares2,886 from 2,940
Change-54 (-2%)
Value$2.0M (+$3.1K)
Filed 2026-10-20
Smith Salley Wealth Management
DECREASED
Shares2,880 from 2,930
Change-50 (-2%)
Value$2.0M (+$6.4K)
Filed 2026-11-03
Level Wealth Management LLC
INCREASED
Shares2,876 from 2,667
Change+209 (+8%)
Value$2.0M (+$184.3K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares2,871 from 1,825
Change+1,046 (+57%)
Value$2.0M (+$758.8K)
Filed 2026-10-28
Retirement Solution LLC
DECREASED
Shares2,865 from 2,937
Change-72 (-2%)
Value$2.0M (-$9.1K)
Filed 2026-10-27
Centerpoint Advisors, LLC
INCREASED
Shares2,848 from 473
Change+2,375 (+502%)
Value$2.0K (-$323.0K)
Filed 2026-11-05
Asset Allocation Strategies LLC
INCREASED
Shares2,843 from 2,832
Change+11 (+0%)
Value$2.0M (+$47.1K)
Filed 2026-10-20
Old North State Wealth Management, LLC
INCREASED
Shares2,839 from 2,760
Change+79 (+3%)
Value$2.0M (+$93.9K)
Filed 2026-10-22
Vista Investment Partners LLC
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$2.0M (+$40.1K)
Filed 2026-10-08
Camelot Technology Advisors, Inc.
INCREASED
Shares2,829 from 2,765
Change+64 (+2%)
Value$2.0M (+$83.4K)
Filed 2026-10-09
Hassell Wealth Management, LLC
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$2.0M (+$44.3K)
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares2,818 from 3,250
Change-432 (-13%)
Value$2.0M (-$257.1K)
Filed 2026-11-02
Norris Perne & French LLP
INCREASED
Shares2,818 from 2,692
Change+126 (+5%)
Value$2.0M (+$126.1K)
Filed 2026-10-23
Madden Securities Corp
INCREASED
Shares2,812 from 2,803
Change+9 (+0%)
Value$2.0M (+$45.7K)
Filed 2026-10-27
Gill Capital Partners, LLC
INCREASED
Shares2,802 from 2,128
Change+674 (+32%)
Value$2.0M (+$502.7K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares2,773 from 2,801
Change-28 (-1%)
Value$1.9M (+$19.8K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
INCREASED
Shares2,771 from 2,506
Change+265 (+11%)
Value$1.9K (-$1.7M)
Filed 2026-10-20
Members Wealth LLC
DECREASED
Shares2,763 from 2,807
Change-44 (-2%)
Value$2.0M (+$45.9K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
INCREASED
Shares2,762 from 2,279
Change+483 (+21%)
Value$1.9M (+$370.5K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
DECREASED
Shares2,738 from 2,932
Change-194 (-7%)
Value$1.9M (-$94.6K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
DECREASED
Shares2,738 from 2,747
Change-9 (0%)
Value$1.9M (+$32.0K)
Filed 2026-10-26
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$2.0M (+$65.1K)
Filed 2026-10-19
Financial Security Advisor, Inc.
INCREASED
Shares2,736 from 2,508
Change+228 (+9%)
Value$1.9M (+$195.2K)
Filed 2026-11-03
S&A Financial Services, Inc.
DECREASED
Shares2,728 from 2,884
Change-156 (-5%)
Value$1.9M (-$68.9K)
Filed 2026-11-03
Platt Wealth Management LLC
INCREASED
Shares2,721 from 2,095
Change+626 (+30%)
Value$1.9K (-$1.4M)
Filed 2026-11-04
Nikulski Financial, Inc.
NEW
Shares2,707
Change+2,707
Value$1.9M
Filed 2026-11-06
Narus Financial Partners, LLC
DECREASED
Shares2,700 from 3,718
Change-1,018 (-27%)
Value$1.9M (-$661.2K)
Filed 2026-10-19
Insight Inv LLC
DECREASED
Shares2,699 from 2,864
Change-165 (-6%)
Value$1.9M (-$75.4K)
Filed 2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED
Shares2,697 from 2,694
Change+3 (+0%)
Value$1.9M (+$43.5K)
Filed 2026-10-09
Walker Asset Management, LLC
DECREASED
Shares2,696 from 2,720
Change-24 (-1%)
Value$1.9M (+$21.4K)
Filed 2026-10-13
JIM Saulnier & Associates, LLC
DECREASED
Shares2,691 from 3,096
Change-405 (-13%)
Value$1.9M (-$240.4K)
Filed 2026-11-04
Blue Zone Wealth Advisors, LLC
DECREASED
Shares2,689 from 2,835
Change-146 (-5%)
Value$1.9M (-$62.5K)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,686 from 4,103
Change-1,417 (-35%)
Value$1.9M (-$935.6K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
INCREASED
Shares2,683 from 2,534
Change+149 (+6%)
Value$1.9M (+$140.3K)
Filed 2026-10-26
Independence Financial Advisors, LLC
INCREASED
Shares2,670 from 2,663
Change+7 (+0%)
Value$1.9M (+$42.3K)
Filed 2026-10-08
DecisionPoint Financial, LLC
INCREASED
Shares2,665 from 2,515
Change+150 (+6%)
Value$1.9M (+$148.2K)
Filed 2026-10-27
IFS Advisors, LLC
INCREASED
Shares2,653 from 130
Change+2,523 (+1941%)
Value$1.9M (+$1.8M)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares2,634 from 2,513
Change+121 (+5%)
Value$1.8M (+$120.1K)
Filed 2026-11-05
Lpwm LLC
INCREASED
Shares2,634 from 2,589
Change+45 (+2%)
Value$1.8M (+$68.2K)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$1.8M (+$37.1K)
Filed 2026-10-21
Foguth Wealth Management, Llc.
DECREASED
Shares2,629 from 3,038
Change-409 (-13%)
Value$1.8M (-$228.1K)
Filed 2026-10-19
Morton Capital Management LLC
INCREASED
Shares2,628 from 2,564
Change+64 (+3%)
Value$1.8M (+$81.0K)
Filed 2026-10-23
Macco Financial Group, Inc.
INCREASED
Shares2,627 from 2,453
Change+174 (+7%)
Value$1.8M (+$156.5K)
Filed 2026-11-05
Midwest Heritage Bank, FSB
INCREASED
Shares2,626 from 2,621
Change+5 (+0%)
Value$1.8M (+$40.8K)
Filed 2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED
Shares2,619 from 2,619
Change0 (0%)
Value$1.8M (+$36.8K)
Filed 2026-10-27
Aegis Wealth Management, Inc.
DECREASED
Shares2,616 from 3,240
Change-624 (-19%)
Value$1.8M (-$391.8K)
Filed 2026-10-26
Grandfield & Dodd, LLC
DECREASED
Shares2,611 from 3,211
Change-600 (-19%)
Value$1.8M (-$375.4K)
Filed 2026-10-29
Coston, McIsaac & Partners
DECREASED
Shares2,607 from 2,640
Change-33 (-1%)
Value$1.8M (+$19.1K)
Filed 2026-11-06
United Asset Strategies, Inc.
INCREASED
Shares2,594 from 2,353
Change+241 (+10%)
Value$1.8M (+$202.2K)
Filed 2026-10-28
Rezny Wealth Management, Inc.
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$1.8M (+$36.4K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares2,582 from 1,262
Change+1,320 (+105%)
Value$1.8M (+$943.2K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$1.8M (+$36.7K)
Filed 2026-10-09
Catalyst Private Wealth, LLC
INCREASED
Shares2,572 from 2,560
Change+12 (+0%)
Value$1.8M (+$44.4K)
Filed 2026-10-13
Clear Point Advisors Inc.
DECREASED
Shares2,569 from 2,585
Change-16 (-1%)
Value$1.8M (+$25.1K)
Filed 2026-10-30
EagleClaw Capital Managment, LLC
UNCHANGED
Shares2,564 from 2,564
Change0 (0%)
Value$1.8M (+$36.0K)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
DECREASED
Shares2,561 from 2,572
Change-11 (0%)
Value$1.8M (+$28.7K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
DECREASED
Shares2,548 from 2,636
Change-88 (-3%)
Value$1.8M (-$24.6K)
Filed 2026-10-16
Financial Symmetry Inc
INCREASED
Shares2,532 from 2,526
Change+6 (+0%)
Value$1.8M (+$39.8K)
Filed 2026-10-06
Fortitude Advisory Group L.L.C.
DECREASED
Shares2,527 from 3,221
Change-694 (-22%)
Value$1.8M (-$441.1K)
Filed 2026-10-15
Inman Jager Wealth Management, LLC
DECREASED
Shares2,526 from 2,566
Change-40 (-2%)
Value$1.8M (+$8.0K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
DECREASED
Shares2,519 from 2,524
Change-5 (0%)
Value$1.8M (+$31.8K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares2,494 from 2,414
Change+80 (+3%)
Value$1.7M (+$89.5K)
Filed 2026-10-14
Archer Investment Corp
INCREASED
Shares2,491 from 2,460
Change+31 (+1%)
Value$1.7M (+$56.2K)
Filed 2026-11-05
MV Capital Management, Inc.
INCREASED
Shares2,489 from 2,462
Change+27 (+1%)
Value$1.7M (+$53.5K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
DECREASED
Shares2,485 from 2,793
Change-308 (-11%)
Value$1.7M (-$164.0K)
Filed 2026-10-22
Main Street Group, LTD
INCREASED
Shares2,481 from 2,404
Change+77 (+3%)
Value$1.7M (+$88.0K)
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares2,474 from 2,505
Change-31 (-1%)
Value$1.7M (+$13.5K)
Filed 2026-10-09
Transce3nd, LLC
INCREASED
Shares2,469 from 114
Change+2,355 (+2066%)
Value$1.8M (+$1.7M)
Filed 2026-10-26
LMG Wealth Partners, LLC
INCREASED
Shares2,466 from 2,053
Change+413 (+20%)
Value$1.7M (+$318.1K)
Filed 2026-11-05
Cullen Investment Group, Ltd.
INCREASED
Shares2,457 from 2,373
Change+84 (+4%)
Value$1.8M (+$127.3K)
Filed 2026-10-13
Great Diamond Partners, LLC
INCREASED
Shares2,440 from 2,373
Change+67 (+3%)
Value$1.7M (+$80.3K)
Filed 2026-10-13
Daviman Financial, LLC
INCREASED
Shares2,440 from 2,435
Change+5 (+0%)
Value$1.7M (+$37.6K)
Filed 2026-11-06
Smith Thornton Advisors LLC
DECREASED
Shares2,439 from 2,443
Change-4 (0%)
Value$1.7M (+$27.4K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
INCREASED
Shares2,438 from 2,301
Change+137 (+6%)
Value$1.7M (+$128.4K)
Filed 2026-10-27
Manuka Financial, LLC
INCREASED
Shares2,431 from 2,430
Change+1 (+0%)
Value$1.7M (+$35.1K)
Filed 2026-10-16
Solidarity Wealth, LLC
DECREASED
Shares2,425 from 4,022
Change-1,597 (-40%)
Value$1.7M (-$1.1M)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares2,415 from 2,134
Change+281 (+13%)
Value$1.7M (+$227.2K)
Filed 2026-11-04
Capital Square, LLC
INCREASED
Shares2,410 from 2,324
Change+86 (+4%)
Value$1.7M (+$76.6K)
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares2,402 from 2,378
Change+24 (+1%)
Value$1.7M (+$49.9K)
Filed 2026-10-29
Orba Wealth Advisors, L.L.C.
INCREASED
Shares2,391 from 2,037
Change+354 (+17%)
Value$1.7M (+$276.4K)
Filed 2026-10-23
Tandem Investment Partners LLC
DECREASED
Shares2,382 from 2,437
Change-55 (-2%)
Value$1.7M (-$4.3K)
Filed 2026-10-16
Creekside Partners
DECREASED
Shares2,377 from 2,401
Change-24 (-1%)
Value$1.7M (+$17.2K)
Filed 2026-11-04
Cross Staff Investments Inc
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$1.7M (+$33.3K)
Filed 2026-10-22
Sightline Wealth Advisors, LLC
DECREASED
Shares2,362 from 2,371
Change-9 (0%)
Value$1.7M (+$26.6K)
Filed 2026-10-21
Olistico Wealth, LLC
DECREASED
Shares2,361 from 180,629
Change-178,268 (-99%)
Value$1.7M (+$62.5K)
Filed 2026-10-05
Investors Asset Management of Georgia Inc
INCREASED
Shares2,360 from 2,350
Change+10 (+0%)
Value$1.7M (+$39.8K)
Filed 2026-10-20
Summit Place Financial Advisors, LLC
DECREASED
Shares2,357 from 2,494
Change-137 (-5%)
Value$1.7M (-$61.0K)
Filed 2026-10-23
Three Seasons Wealth, LLC
INCREASED
Shares2,346 from 2,327
Change+19 (+1%)
Value$1.6M (+$46.0K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares2,332 from 2,238
Change+94 (+4%)
Value$1.6M (+$97.3K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares2,330 from 7,197
Change-4,867 (-68%)
Value$1.6M (-$3.3M)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED
Shares2,324 from 2,098
Change+226 (+11%)
Value$1.6M (+$187.9K)
Filed 2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$1.6M (+$32.5K)
Filed 2026-10-23
Capstone Wealth Management Group, Inc.
INCREASED
Shares2,307 from 2,306
Change+1 (+0%)
Value$1.6M (+$33.2K)
Filed 2026-10-19
Citrine Capital LLC
INCREASED
Shares2,297 from 2,120
Change+177 (+8%)
Value$1.6M (+$153.8K)
Filed 2026-10-14
Meridian Financial Advisors, LLC
INCREASED
Shares2,288 from 1,994
Change+294 (+15%)
Value$1.6M (+$234.1K)
Filed 2026-10-14
Beacon Wealthcare LLC
INCREASED
Shares2,287 from 1,799
Change+488 (+27%)
Value$1.6M (+$367.3K)
Filed 2026-10-02
Spinnaker Investment Group, LLC
INCREASED
Shares2,273 from 1,912
Change+361 (+19%)
Value$1.6M (+$279.8K)
Filed 2026-10-13
Maple Capital Management, Inc.
DECREASED
Shares2,250 from 2,268
Change-18 (-1%)
Value$1.6M (+$19.6K)
Filed 2026-11-02
Fairman Group, LLC
DECREASED
Shares2,249 from 2,289
Change-40 (-2%)
Value$1.6M (+$3.8K)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares2,246 from 1,983
Change+263 (+13%)
Value$1.6M (+$212.2K)
Filed 2026-10-28
Convergence Financial, LLC
INCREASED
Shares2,243 from 1,732
Change+511 (+30%)
Value$1.6M (+$382.5K)
Filed 2026-10-27
McGuire Investment Group, LLC
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$1.6M (+$31.5K)
Filed 2026-10-23
Serenity Investment Advisors
INCREASED
Shares2,241 from 2,200
Change+41 (+2%)
Value$1.6M (+$22.5K)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED
Shares2,240 from 2,124
Change+116 (+5%)
Value$1.6M (+$110.9K)
Filed 2026-10-23
Penney Financial, LLC
INCREASED
Shares2,239 from 2,211
Change+28 (+1%)
Value$1.6M (+$50.5K)
Filed 2026-10-20
Olio Financial Planning
DECREASED
Shares2,224 from 2,276
Change-52 (-2%)
Value$1.6M (-$3.9K)
Filed 2026-10-22
Cresta Advisors, Ltd.
DECREASED
Shares2,221 from 2,252
Change-31 (-1%)
Value$1.6M (+$9.9K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
INCREASED
Shares2,218 from 2,190
Change+28 (+1%)
Value$1.6M (+$50.8K)
Filed 2026-10-08
Financial Partners Group, Inc
DECREASED
Shares2,216 from 2,270
Change-54 (-2%)
Value$1.6M (-$5.6K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares2,215 from 2,215
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Rockingstone Advisors LLC
DECREASED
Shares2,214 from 2,244
Change-30 (-1%)
Value$1.6M (+$10.5K)
Filed 2026-10-16
Chapin Davis, Inc.
INCREASED
Shares2,214 from 2,212
Change+2 (+0%)
Value$1.6M (+$31.7K)
Filed 2026-10-09
Hopwood Financial Services, Inc.
INCREASED
Shares2,211 from 1,995
Change+216 (+11%)
Value$1.5M (+$179.7K)
Filed 2026-10-29
Petredis Investment Advisors LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$1.5M (+$31.0K)
Filed 2026-10-20
Meridian Management Co
DECREASED
Shares2,205 from 2,207
Change-2 (0%)
Value$1.5M (+$29.6K)
Filed 2026-11-06
Sterling Investment Counsel, LLC
DECREASED
Shares2,193 from 2,215
Change-22 (-1%)
Value$1.5M (+$15.7K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,182 from 1,944
Change+238 (+12%)
Value$1.5M (+$196.2K)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
INCREASED
Shares2,177 from 2,150
Change+27 (+1%)
Value$1.5M (+$49.3K)
Filed 2026-10-05
Sfam, LLC
INCREASED
Shares2,175 from 2,017
Change+158 (+8%)
Value$1.5M (+$139.3K)
Filed 2026-11-03
Continuum Wealth Advisors, LLC
DECREASED
Shares2,172 from 2,206
Change-34 (-2%)
Value$1.5M (+$7.2K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,171 from 2,167
Change+4 (+0%)
Value$1.5M (+$33.2K)
Filed 2026-10-29
Mystic Asset Management, Inc.
DECREASED
Shares2,165 from 2,182
Change-17 (-1%)
Value$1.5M (+$18.7K)
Filed 2026-10-15
Tableaux LLC
DECREASED
Shares2,164 from 2,171
Change-7 (0%)
Value$1.5M (+$25.6K)
Filed 2026-10-23
Breachway Investments LLC
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$1.5M (+$30.3K)
Filed 2026-10-19
Aspen Investment Management Inc
UNCHANGED
Shares2,157 from 2,157
Change0 (0%)
Value$1.5K (+$31)
Filed 2026-11-05
Rinkey Investments
INCREASED
Shares2,154 from 1,803
Change+351 (+19%)
Value$1.5M (+$271.6K)
Filed 2026-10-28
Alkeme Wealth, LLC
DECREASED
Shares2,154 from 2,168
Change-14 (-1%)
Value$1.5M (+$20.6K)
Filed 2026-10-08
Noesis Capital Mangement Corp
INCREASED
Shares2,145 from 1,603
Change+542 (+34%)
Value$1.5M (+$402.0K)
Filed 2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,138 from 2,119
Change+19 (+1%)
Value$1.5M (+$42.9K)
Filed 2026-11-04
Jessup Wealth Management, Inc
INCREASED
Shares2,135 from 2,119
Change+16 (+1%)
Value$1.5M (+$41.0K)
Filed 2026-10-20
Obsidian CIO, LLC
INCREASED
Shares2,126 from 2,075
Change+51 (+2%)
Value$1.5M (+$64.9K)
Filed 2026-11-05
Forthright Family Wealth Advisory LLC
INCREASED
Shares2,114 from 2,111
Change+3 (+0%)
Value$1.5M (+$31.5K)
Filed 2026-11-03
TKG Advisors, LLC
INCREASED
Shares2,113 from 2,106
Change+7 (+0%)
Value$1.5M (+$34.0K)
Filed 2026-11-02
Clearwave Capital, LLC
INCREASED
Shares2,110 from 2,107
Change+3 (+0%)
Value$1.5M (+$32.1K)
Filed 2026-10-27
Crown Wealth Group, LLC
INCREASED
Shares2,108 from 2,052
Change+56 (+3%)
Value$1.5M (+$68.6K)
Filed 2026-10-19
Stenger Family Office, LLC
DECREASED
Shares2,093 from 2,237
Change-144 (-6%)
Value$1.5M (-$39.8K)
Filed 2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED
Shares2,086 from 2,082
Change+4 (+0%)
Value$1.5M (+$32.2K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares2,086 from 2,085
Change+1 (+0%)
Value$1.5M (+$29.9K)
Filed 2026-10-06
Mustard Seed Financial, LLC
INCREASED
Shares2,085 from 2,071
Change+14 (+1%)
Value$1.5M (+$39.4K)
Filed 2026-10-30
Dagco, Inc.
INCREASED
Shares2,080 from 2,068
Change+12 (+1%)
Value$1.5M (+$37.7K)
Filed 2026-10-20
Seelaus Asset Management LLC
INCREASED
Shares2,079 from 878
Change+1,201 (+137%)
Value$1.5M (+$854.3K)
Filed 2026-10-14
Kooman & Associates
DECREASED
Shares2,076 from 2,382
Change-306 (-13%)
Value$1.5M (-$181.0K)
Filed 2026-10-21
Penn Davis Mcfarland Inc
INCREASED
Shares2,071 from 1,704
Change+367 (+22%)
Value$1.5M (+$281.2K)
Filed 2026-10-23
Morling Financial Advisors, LLC
INCREASED
Shares2,070 from 1,505
Change+565 (+38%)
Value$1.5M (+$417.1K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares2,065 from 1,724
Change+341 (+20%)
Value$1.4M (+$263.2K)
Filed 2026-10-29
Great Lakes Retirement, Inc.
INCREASED
Shares2,063 from 2,059
Change+4 (+0%)
Value$1.4M (+$32.2K)
Filed 2026-10-26
One Way Holdings LLC
INCREASED
Shares2,060 from 1,670
Change+390 (+23%)
Value$1.4M (+$296.8K)
Filed 2026-10-29
First Growth Capital LLC
UNCHANGED
Shares2,059 from 2,059
Change0 (0%)
Value$1.4M (+$28.9K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,056 from 1,737
Change+319 (+18%)
Value$1.4M (+$247.7K)
Filed 2026-10-26
Ameliora Wealth Management Ltd.
INCREASED
Shares2,052 from 1,920
Change+132 (+7%)
Value$1.4M (+$119.6K)
Filed 2026-10-23
Oakwell Private Wealth Management, LLC
DECREASED
Shares2,049 from 2,074
Change-25 (-1%)
Value$1.4M (+$11.6K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
DECREASED
Shares2,043 from 2,050
Change-7 (0%)
Value$1.4M (+$23.9K)
Filed 2026-10-27
Martel Wealth Advisors LLC
DECREASED
Shares2,029 from 2,918
Change-889 (-30%)
Value$1.4M (-$582.5K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares2,025
Change+2,025
Value$1.4M
Filed 2026-10-21
Concord Asset Management, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$1.4M (+$28.4K)
Filed 2026-11-02
Dakota Community Bank & Trust NA
INCREASED
Shares2,018 from 2,017
Change+1 (+0%)
Value$1.4M (+$29.0K)
Filed 2026-10-09
Cooper Financial Group
INCREASED
Shares2,013 from 1,590
Change+423 (+27%)
Value$1.4M (+$319.0K)
Filed 2026-10-07
IAG Wealth Partners, LLC
DECREASED
Shares2,013 from 2,028
Change-15 (-1%)
Value$1.4M (+$18.0K)
Filed 2026-11-06
Chapman Financial Group, LLC
DECREASED
Shares2,012 from 2,288
Change-276 (-12%)
Value$1.4M (-$161.3K)
Filed 2026-10-26
NTV Asset Management LLC
DECREASED
Shares2,011 from 2,128
Change-117 (-5%)
Value$1.4M (-$52.2K)
Filed 2026-10-23
Financial Management Network Inc
INCREASED
Shares2,008 from 1,772
Change+236 (+13%)
Value$1.4M (+$210.2K)
Filed 2026-10-09
Holos Integrated Wealth LLC
DECREASED
Shares2,006 from 2,032
Change-26 (-1%)
Value$1.4M (+$17.5K)
Filed 2026-10-23
CGN Advisors LLC
INCREASED
Shares1,998 from 1,638
Change+360 (+22%)
Value$1.4M (+$274.9K)
Filed 2026-10-21
Financial Counselors Inc
INCREASED
Shares1,985 from 1,856
Change+129 (+7%)
Value$1.4M (+$116.5K)
Filed 2026-10-22
Integrated Capital Management, LLC
DECREASED
Shares1,982 from 2,108
Change-126 (-6%)
Value$1.4M (-$58.7K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares1,976 from 1,219
Change+757 (+62%)
Value$1.4M (+$547.4K)
Filed 2026-10-19
3 Factor Indexing, LLC
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$1.4M (+$27.7K)
Filed 2026-10-15
Keener Financial Planning LLC
INCREASED
Shares1,972 from 827
Change+1,145 (+138%)
Value$1.4M (+$815.1K)
Filed 2026-11-06
Sensible Money, LLC
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$1.4M (+$27.7K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
INCREASED
Shares1,970 from 1,837
Change+133 (+7%)
Value$1.4M (+$119.4K)
Filed 2026-11-02
Financial Futures Ltd Liability Co.
INCREASED
Shares1,968 from 1,763
Change+205 (+12%)
Value$1.4M (+$168.4K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares1,951 from 2,165
Change-214 (-10%)
Value$1.4M (-$118.4K)
Filed 2026-10-20
Towercrest Capital Management
INCREASED
Shares1,950 from 1,876
Change+74 (+4%)
Value$1.4M (+$78.1K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
INCREASED
Shares1,950 from 1,949
Change+1 (+0%)
Value$1.4M (+$28.5K)
Filed 2026-10-09
Motive Wealth Advisors
UNCHANGED
Shares1,944 from 1,944
Change0 (0%)
Value$1.4M (+$27.3K)
Filed 2026-10-26
Beacon Financial Planning, Inc
INCREASED
Shares1,942 from 1,938
Change+4 (+0%)
Value$1.4M (+$30.0K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
INCREASED
Shares1,941 from 1,356
Change+585 (+43%)
Value$1.4M (+$429.2K)
Filed 2026-10-27
IMPACTfolio, LLC
DECREASED
Shares1,940 from 1,943
Change-3 (0%)
Value$1.4M (+$25.2K)
Filed 2026-10-28
Sjbenen Advisory, LLC
DECREASED
Shares1,937 from 1,940
Change-3 (0%)
Value$1.4M (+$28.5K)
Filed 2026-10-19
marrick wealth, LLC
INCREASED
Shares1,935 from 1,664
Change+271 (+16%)
Value$1.4M (+$213.1K)
Filed 2026-10-20
Jackson Square Capital, LLC
INCREASED
Shares1,932 from 1,798
Change+134 (+7%)
Value$1.4M (+$119.0K)
Filed 2026-10-19
Seed Wealth Management, Inc.
INCREASED
Shares1,928 from 1,358
Change+570 (+42%)
Value$1.4M (+$418.6K)
Filed 2026-10-20
Eagle Bay Advisors LLC
DECREASED
Shares1,928 from 1,945
Change-17 (-1%)
Value$1.4M (+$15.3K)
Filed 2026-10-16
Burns J W & Co Inc
DECREASED
Shares1,923 from 1,944
Change-21 (-1%)
Value$1.3M (+$12.7K)
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares1,913 from 949
Change+964 (+102%)
Value$1.3M (+$689.1K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares1,909 from 1,841
Change+68 (+4%)
Value$1.3M (+$73.1K)
Filed 2026-10-16
CapWealth Advisors, LLC
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$1.3M (+$26.8K)
Filed 2026-10-05
Virtue Asset Management LLC
DECREASED
Shares1,906 from 1,912
Change-6 (0%)
Value$1.3M (+$22.7K)
Filed 2026-10-21
Dudley Capital Management, LLC
DECREASED
Shares1,905 from 1,915
Change-10 (-1%)
Value$1.3M (+$19.9K)
Filed 2026-10-23
Private Wealth Partners, LLC
DECREASED
Shares1,904 from 2,048
Change-144 (-7%)
Value$1.3M (-$72.1K)
Filed 2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,902 from 1,845
Change+57 (+3%)
Value$1.3M (+$66.0K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares1,901 from 1,673
Change+228 (+14%)
Value$1.3M (+$183.3K)
Filed 2026-10-26
TruNorth Capital Management, LLC
INCREASED
Shares1,901 from 1,816
Change+85 (+5%)
Value$1.3M (+$85.1K)
Filed 2026-10-14
Duncker Streett & Co Inc
DECREASED
Shares1,890 from 1,999
Change-109 (-5%)
Value$1.3M (-$48.2K)
Filed 2026-10-27
Regatta Capital Group, LLC
INCREASED
Shares1,890 from 1,787
Change+103 (+6%)
Value$1.3M (+$96.7K)
Filed 2026-10-23
Uptown Financial Advisors LLC
INCREASED
Shares1,882 from 734
Change+1,148 (+156%)
Value$1.3M (+$814.9K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,880 from 1,844
Change+36 (+2%)
Value$1.3M (+$50.7K)
Filed 2026-10-15
Benchmark Financial, LLC
DECREASED
Shares1,878 from 1,881
Change-3 (0%)
Value$1.3M (+$24.5K)
Filed 2026-10-16
Carson Advisory Inc.
DECREASED
Shares1,876 from 2,043
Change-167 (-8%)
Value$1.3M (-$88.8K)
Filed 2026-11-06
Accredited Investor Services, LLC
INCREASED
Shares1,868 from 1,751
Change+117 (+7%)
Value$1.3M (+$106.6K)
Filed 2026-10-22
Power Wealth Management LLC
INCREASED
Shares1,868 from 1,758
Change+110 (+6%)
Value$1.3M (+$101.8K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,867 from 1,837
Change+30 (+2%)
Value$1.3M (+$46.7K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-13
Wealth Management Nebraska
DECREASED
Shares1,866 from 1,888
Change-22 (-1%)
Value$1.3M (+$11.1K)
Filed 2026-10-26
Cornerstone Planning, LLC
INCREASED
Shares1,860 from 1,805
Change+55 (+3%)
Value$1.3M (+$40.4K)
Filed 2026-10-27
Midwest Financial Group LLC
INCREASED
Shares1,844 from 1,752
Change+92 (+5%)
Value$1.3M (+$89.3K)
Filed 2026-10-15
Oakworth Capital, Inc.
INCREASED
Shares1,842 from 1,455
Change+387 (+27%)
Value$1.3M (+$291.9K)
Filed 2026-10-26
Apeiron RIA LLC
INCREASED
Shares1,840 from 1,357
Change+483 (+36%)
Value$1.3M (+$360.4K)
Filed 2026-10-08
Kanawha Capital Management LLC
DECREASED
Shares1,838 from 1,909
Change-71 (-4%)
Value$1.3M (-$22.9K)
Filed 2026-10-19
Churchill Financial Advisors, LLC
INCREASED
Shares1,837 from 1,800
Change+37 (+2%)
Value$1.3M (+$51.2K)
Filed 2026-10-20
B&D White Capital Company, LLC
DECREASED
Shares1,828 from 1,978
Change-150 (-8%)
Value$1.3M (-$77.3K)
Filed 2026-11-02
Westover Capital Advisors, LLC
NEW
Shares1,822
Change+1,822
Value$1.3M
Filed 2026-10-26
Carter Financial Group, Inc.
DECREASED
Shares1,815 from 1,920
Change-105 (-5%)
Value$1.3M (-$46.4K)
Filed 2026-10-21
Capstone Wealth Management Group, LLC
DECREASED
Shares1,814 from 1,817
Change-3 (0%)
Value$1.1M (-$136.7K)
Filed 2026-11-05
Eagle Wealth Advisors LLC
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$1.3M (+$25.5K)
Filed 2026-10-20
DSG Capital Advisors, LLC
DECREASED
Shares1,810 from 1,827
Change-17 (-1%)
Value$1.3M (+$5.8K)
Filed 2026-11-05
PVG Asset Management Corp
DECREASED
Shares1,801 from 7,384
Change-5,583 (-76%)
Value$1.3M (-$3.8M)
Filed 2026-10-19
Leisure Capital Management
INCREASED
Shares1,801 from 802
Change+999 (+125%)
Value$1.3M (+$711.4K)
Filed 2026-11-03
Brickley Wealth Management
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$1.3M (+$25.2K)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$1.3M (+$25.2K)
Filed 2026-10-07
Shaker Investments LLC
DECREASED
Shares1,778 from 1,802
Change-24 (-1%)
Value$1.2M (+$8.2K)
Filed 2026-11-05
Howard Financial Services, Ltd.
DECREASED
Shares1,777 from 1,839
Change-62 (-3%)
Value$1.2M (-$17.9K)
Filed 2026-10-15
CPC Advisors, LLC
DECREASED
Shares1,776 from 1,782
Change-6 (0%)
Value$1.2M (+$20.7K)
Filed 2026-10-21
Palacios Wealth Management, LLC
INCREASED
Shares1,773 from 1,517
Change+256 (+17%)
Value$1.2M (+$200.8K)
Filed 2026-11-04
Compass Financial Services Inc
INCREASED
Shares1,772 from 1,770
Change+2 (+0%)
Value$1.2M (+$26.5K)
Filed 2026-11-06
Pavion Blue Capital, LLC
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$1.2M (+$24.9K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares1,770 from 1,023
Change+747 (+73%)
Value$1.2M (+$538.4K)
Filed 2026-11-05
Summit Asset Management, LLC
DECREASED
Shares1,770 from 1,772
Change-2 (0%)
Value$1.2M (+$23.5K)
Filed 2026-11-05
Midwest Capital Advisors, LLC
DECREASED
Shares1,767 from 1,776
Change-9 (-1%)
Value$1.2M (+$18.7K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares1,760 from 1,752
Change+8 (+0%)
Value$1.2M (+$30.2K)
Filed 2026-10-09
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$1.2M (+$24.7K)
Filed 2026-11-05
Adelphi Trust Co
INCREASED
Shares1,750 from 1,101
Change+649 (+59%)
Value$1.2M (+$470.3K)
Filed 2026-10-05
Alliance Wealth Management Group
INCREASED
Shares1,750 from 1,676
Change+74 (+4%)
Value$1.2M (+$75.2K)
Filed 2026-10-29
Schaeffer Financial LLC
INCREASED
Shares1,746 from 1,066
Change+680 (+64%)
Value$1.2M (+$492.1K)
Filed 2026-10-23
Stephenson & Company, Inc.
DECREASED
Shares1,743 from 2,080
Change-337 (-16%)
Value$1.2M (-$207.0K)
Filed 2026-10-30
Griffin Asset Management, Inc.
INCREASED
Shares1,742 from 1,739
Change+3 (+0%)
Value$1.2M (+$26.0K)
Filed 2026-10-22
Kingsman Wealth Management, Inc.
NEW
Shares1,739
Change+1,739
Value$1.2M
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares1,738 from 1,531
Change+207 (+14%)
Value$1.2K (-$1.0M)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,735 from 1,158
Change+577 (+50%)
Value$1.2M (+$420.7K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,728 from 1,566
Change+162 (+10%)
Value$1.2M (+$135.8K)
Filed 2026-10-19
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$1.2M (+$24.3K)
Filed 2026-10-19
Barrett & Company, Inc.
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$1.2M (+$24.2K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares1,722 from 1,503
Change+219 (+15%)
Value$1.2M (+$174.4K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED
Shares1,719 from 1,123
Change+596 (+53%)
Value$1.2M (+$433.3K)
Filed 2026-10-27
Melone Private Wealth, LLC
DECREASED
Shares1,718 from 2,129
Change-411 (-19%)
Value$1.2M (-$257.9K)
Filed 2026-10-16
Northern Lights Advisors, Inc.
INCREASED
Shares1,716 from 1,154
Change+562 (+49%)
Value$1.2M (+$410.1K)
Filed 2026-10-21
Telos Capital Management, Inc.
INCREASED
Shares1,715 from 1,503
Change+212 (+14%)
Value$1.2M (+$169.6K)
Filed 2026-11-02
LAM Group, Inc.
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$1.2M (+$24.0K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares1,704 from 1,673
Change+31 (+2%)
Value$1.2M (+$44.7K)
Filed 2026-10-19
Arnold Financial Planning LLC
NEW
Shares1,702
Change+1,702
Value$1.2M
Filed 2026-10-20
Eagle Global Advisors LLC
INCREASED
Shares1,700 from 1,500
Change+200 (+13%)
Value$1.2M (+$161.3K)
Filed 2026-11-02
Financial Insights, Inc.
INCREASED
Shares1,697 from 1,615
Change+82 (+5%)
Value$1.2M (+$80.2K)
Filed 2026-10-27
FC Advisory LLC
INCREASED
Shares1,695 from 1,661
Change+34 (+2%)
Value$1.2M (+$47.4K)
Filed 2026-10-05
Kennedy Investment Group, Inc.
INCREASED
Shares1,695 from 1,678
Change+17 (+1%)
Value$1.2M (+$35.4K)
Filed 2026-10-21
Worth Asset Management, LLC
INCREASED
Shares1,694 from 1,617
Change+77 (+5%)
Value$1.2M (+$76.4K)
Filed 2026-10-07
Manske Wealth Management
INCREASED
Shares1,694 from 1,680
Change+14 (+1%)
Value$1.2M (+$33.4K)
Filed 2026-10-26
Krane Financial Solutions LLC
INCREASED
Shares1,693 from 1,529
Change+164 (+11%)
Value$1.2M (+$136.5K)
Filed 2026-10-30
FFG Partners, LLC
DECREASED
Shares1,691 from 2,017
Change-326 (-16%)
Value$1.2M (-$199.6K)
Filed 2026-10-15
Costello Asset Management, Inc
DECREASED
Shares1,691 from 1,701
Change-10 (-1%)
Value$1.2M (+$16.9K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
DECREASED
Shares1,690 from 1,792
Change-102 (-6%)
Value$1.2M (-$46.1K)
Filed 2026-10-06
Fairvoy Private Wealth, LLC
INCREASED
Shares1,689 from 1,569
Change+120 (+8%)
Value$1.2M (+$106.2K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
DECREASED
Shares1,686 from 1,687
Change-1 (0%)
Value$1.2M (+$23.0K)
Filed 2026-10-20
Congress Asset Management Co
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$1.2M (+$23.6K)
Filed 2026-10-06
Aquire Wealth Advisors, LLC
INCREASED
Shares1,680 from 1,394
Change+286 (+21%)
Value$1.2M (+$220.0K)
Filed 2026-10-23
Refined Wealth Management
INCREASED
Shares1,677 from 1,514
Change+163 (+11%)
Value$1.2M (+$135.0K)
Filed 2026-10-13
Lynx Investment Advisory
DECREASED
Shares1,675 from 2,257
Change-582 (-26%)
Value$1.2M (-$375.9K)
Filed 2026-10-27
Rose Capital Advisors LLC
INCREASED
Shares1,672 from 1,334
Change+338 (+25%)
Value$1.2M (+$255.7K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares1,672 from 1,700
Change-28 (-2%)
Value$1.2M (+$4.3K)
Filed 2026-10-20
Verity & Verity, LLC
NEW
Shares1,662
Change+1,662
Value$1.2M
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares1,661 from 1,595
Change+66 (+4%)
Value$1.2M (+$68.3K)
Filed 2026-10-22
Financial Freedom, LLC
INCREASED
Shares1,658 from 1,654
Change+4 (+0%)
Value$1.2M (+$25.8K)
Filed 2026-11-06
Whitegate Investment Counselors, Inc.
INCREASED
Shares1,649 from 1,647
Change+2 (+0%)
Value$1.2M (+$24.3K)
Filed 2026-11-02
Nemes Rush Group LLC
DECREASED
Shares1,648 from 1,684
Change-36 (-2%)
Value$1.2M (-$1.1K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$1.2M (+$23.1K)
Filed 2026-10-30
PW Nova Financial Services LLC
DECREASED
Shares1,639 from 1,752
Change-113 (-6%)
Value$1.1M (-$54.9K)
Filed 2026-10-15
Meadow Creek Wealth Advisors LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$1.1M (+$23.0K)
Filed 2026-11-02
James J. Burns & Company, LLC
INCREASED
Shares1,636 from 1,187
Change+449 (+38%)
Value$1.1M (+$331.6K)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,635 from 1,640
Change-5 (0%)
Value$1.1M (+$19.6K)
Filed 2026-10-30
Baron Wealth Management LLC
INCREASED
Shares1,634 from 1,504
Change+130 (+9%)
Value$1.1M (+$112.2K)
Filed 2026-10-27
Austin Wealth Management, LLC
INCREASED
Shares1,633 from 1,258
Change+375 (+30%)
Value$1.2M (+$302.1K)
Filed 2026-11-06
CLG LLC
DECREASED
Shares1,633 from 1,657
Change-24 (-1%)
Value$1.1M (+$6.1K)
Filed 2026-10-13
Dupree Financial Group, LLC
INCREASED
Shares1,630 from 1,592
Change+38 (+2%)
Value$1.1M (+$49.1K)
Filed 2026-10-09
Northern Capital Management, Inc.
DECREASED
Shares1,627 from 1,634
Change-7 (0%)
Value$1.1M (+$17.5K)
Filed 2026-11-05
Tull Financial Group, Inc.
DECREASED
Shares1,625 from 1,666
Change-41 (-2%)
Value$1.1M (-$5.2K)
Filed 2026-11-05
First Nebraska Trust Co
UNCHANGED
Shares1,624 from 1,624
Change0 (0%)
Value$1.1M (+$22.8K)
Filed 2026-10-30
Gryphon Financial Partners LLC
DECREASED
Shares1,623 from 1,770
Change-147 (-8%)
Value$1.1M (-$78.0K)
Filed 2026-11-04
Trust Co
INCREASED
Shares1,621 from 1,181
Change+440 (+37%)
Value$1.1M (+$325.0K)
Filed 2026-10-09
Presilium Private Wealth, LLC
INCREASED
Shares1,620 from 1,557
Change+63 (+4%)
Value$1.1M (+$66.0K)
Filed 2026-10-26
Archer Investment Management, LLC
INCREASED
Shares1,615 from 1,591
Change+24 (+2%)
Value$1.1M (+$39.2K)
Filed 2026-10-13
Millennium Capital Advisors, LLC
INCREASED
Shares1,614 from 1,575
Change+39 (+2%)
Value$1.1M (+$49.1K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares1,613 from 1,605
Change+8 (+1%)
Value$1.1M (+$28.5K)
Filed 2026-11-03
Gainline Financial Partners, LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$1.1M (+$22.6K)
Filed 2026-10-15
Insight 2811, Inc.
INCREASED
Shares1,606 from 1,489
Change+117 (+8%)
Value$1.1M (+$102.9K)
Filed 2026-11-06
Sage Investment Counsel LLC
DECREASED
Shares1,596 from 1,752
Change-156 (-9%)
Value$1.1M (-$84.4K)
Filed 2026-10-26
Endeavor Private Wealth, Inc.
DECREASED
Shares1,596 from 1,672
Change-76 (-5%)
Value$1.1M (-$29.6K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares1,592 from 1,588
Change+4 (+0%)
Value$1.1M (+$25.2K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares1,591 from 1,254
Change+337 (+27%)
Value$1.1M (+$267.5K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,587 from 1,577
Change+10 (+1%)
Value$1.1M (+$29.4K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
DECREASED
Shares1,585 from 1,595
Change-10 (-1%)
Value$1.1M (+$15.4K)
Filed 2026-11-02
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,585 from 1,584
Change+1 (+0%)
Value$1.1M (+$22.8K)
Filed 2026-10-19
Lighthouse Financial LLC
INCREASED
Shares1,584 from 994
Change+590 (+59%)
Value$1.1M (+$427.5K)
Filed 2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares1,579 from 1,691
Change-112 (-7%)
Value$1.1M (-$54.7K)
Filed 2026-10-13
Focused Alpha, LLC
INCREASED
Shares1,578 from 1,470
Change+108 (+7%)
Value$1.1M (+$96.1K)
Filed 2026-10-20
BAR Harbor Wealth Management
INCREASED
Shares1,575 from 1,325
Change+250 (+19%)
Value$1.1M (+$193.8K)
Filed 2026-10-21
Flywheel Private Wealth LLC
INCREASED
Shares1,574 from 1,573
Change+1 (+0%)
Value$1.1M (+$23.0K)
Filed 2026-11-02
Meredith Wealth Planning
DECREASED
Shares1,573 from 5,076
Change-3,503 (-69%)
Value$1.1M (-$2.4M)
Filed 2026-10-14
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,572 from 1,533
Change+39 (+3%)
Value$1.1M (+$48.7K)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,571 from 1,479
Change+92 (+6%)
Value$1.1M (+$85.3K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares1,569 from 1,519
Change+50 (+3%)
Value$1.1M (+$56.1K)
Filed 2026-10-29
Richard P Slaughter Associates Inc
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$1.1M (+$22.0K)
Filed 2026-10-13
Vontobel Holding Ltd.
INCREASED
Shares1,566 from 1,501
Change+65 (+4%)
Value$1.1M (+$66.6K)
Filed 2026-10-16
Lifetime Wealth Management P.C.
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$1.1M (+$22.0K)
Filed 2026-10-29
Stanich Group LLC
DECREASED
Shares1,564 from 1,588
Change-24 (-2%)
Value$1.1M (+$5.5K)
Filed 2026-10-16
Whelan Financial
INCREASED
Shares1,554 from 1,271
Change+283 (+22%)
Value$1.1M (+$216.2K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$1.1M (+$21.9K)
Filed 2026-10-16
Vestment Financial LLC
DECREASED
Shares1,543 from 1,551
Change-8 (-1%)
Value$1.1M (+$8.2K)
Filed 2026-10-13
Capital CS Group, LLC
INCREASED
Shares1,536 from 1,267
Change+269 (+21%)
Value$1.1M (+$206.3K)
Filed 2026-10-29
Veratis Advisors, Inc.
INCREASED
Shares1,530 from 1,510
Change+20 (+1%)
Value$1.1M (+$35.5K)
Filed 2026-11-03
Haven Private, LLC
INCREASED
Shares1,528 from 1,429
Change+99 (+7%)
Value$1.1M (+$89.1K)
Filed 2026-10-27
One Degree Advisors Inc
DECREASED
Shares1,522 from 2,507
Change-985 (-39%)
Value$1.1M (-$627.9K)
Filed 2026-11-06
Winch Advisory Services, LLC
INCREASED
Shares1,521 from 1,102
Change+419 (+38%)
Value$1.1M (+$309.5K)
Filed 2026-11-06
Shira Ridge Wealth Management
INCREASED
Shares1,520 from 1,295
Change+225 (+17%)
Value$1.1M (+$175.9K)
Filed 2026-10-09
Highland Financial Advisors, LLC
INCREASED
Shares1,517 from 827
Change+690 (+83%)
Value$1.1M (+$495.2K)
Filed 2026-10-19
Waterway Wealth Management, LLC
DECREASED
Shares1,513 from 1,515
Change-2 (0%)
Value$1.1M (+$19.7K)
Filed 2026-10-28
Weatherly Asset Management L. P.
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$1.1M (+$21.3K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
DECREASED
Shares1,504 from 1,657
Change-153 (-9%)
Value$1.1M (-$84.1K)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares1,501 from 1,503
Change-2 (0%)
Value$1.1M (+$17.0K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares1,498 from 2,199
Change-701 (-32%)
Value$1.1M (-$460.1K)
Filed 2026-10-09
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$1.0M (+$21.0K)
Filed 2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares1,493 from 1,486
Change+7 (+0%)
Value$1.0M (+$25.8K)
Filed 2026-10-14
Able Financial Group, LLC
DECREASED
Shares1,489 from 1,596
Change-107 (-7%)
Value$1.0M (-$52.7K)
Filed 2026-10-14
RIA Advisory Group LLC
INCREASED
Shares1,481 from 1,405
Change+76 (+5%)
Value$1.0M (+$73.2K)
Filed 2026-10-15
Robbins Farley
INCREASED
Shares1,480 from 1,473
Change+7 (+0%)
Value$1.0M (+$25.6K)
Filed 2026-10-21
Kennicott Capital Management LLC
INCREASED
Shares1,479 from 1,148
Change+331 (+29%)
Value$1.0M (+$248.1K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,479 from 1,443
Change+36 (+2%)
Value$1.0M (+$45.5K)
Filed 2026-10-23
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares1,478 from 1,475
Change+3 (+0%)
Value$1.0M (+$23.2K)
Filed 2026-10-19
Columbia Bank
DECREASED
Shares1,476 from 2,151
Change-675 (-31%)
Value$1.0M (-$442.9K)
Filed 2026-10-29
Perennial Advisors, LLC
DECREASED
Shares1,476 from 1,594
Change-118 (-7%)
Value$1.0M (-$60.3K)
Filed 2026-10-13
Greystone Financial Group, LLC
INCREASED
Shares1,476 from 1,456
Change+20 (+1%)
Value$1.0M (+$34.2K)
Filed 2026-10-26
Washington Capital Management, Inc
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$1.0M (+$20.7K)
Filed 2026-10-19
Studio Investment Management LLC
DECREASED
Shares1,473 from 1,667
Change-194 (-12%)
Value$1.0M (-$112.5K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,470 from 1,118
Change+352 (+31%)
Value$1.0M (+$262.4K)
Filed 2026-10-27
Maryland Capital Advisors Inc.
INCREASED
Shares1,470 from 1,461
Change+9 (+1%)
Value$1.0M (+$26.6K)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares1,467 from 1,522
Change-55 (-4%)
Value$1.0M (-$17.2K)
Filed 2026-10-20
Abundance Wealth Counselors
INCREASED
Shares1,466 from 1,465
Change+1 (+0%)
Value$1.0M (+$21.4K)
Filed 2026-10-26
Capital Investment Services of America, Inc.
INCREASED
Shares1,461 from 1,114
Change+347 (+31%)
Value$1.0M (+$258.9K)
Filed 2026-11-02
Fjell Capital, LLC
DECREASED
Shares1,455 from 1,718
Change-263 (-15%)
Value$1.0M (-$160.5K)
Filed 2026-10-13
Heritage Family Offices, LLP
INCREASED
Shares1,454 from 1,070
Change+384 (+36%)
Value$1.0M (+$284.2K)
Filed 2026-11-02
Tufton Capital Management
INCREASED
Shares1,453 from 1,033
Change+420 (+41%)
Value$1.0K (-$708.0K)
Filed 2026-10-20
Integris Wealth Management, LLC
INCREASED
Shares1,452 from 1,340
Change+112 (+8%)
Value$1.0M (+$97.5K)
Filed 2026-10-14
SYM Financial Corp
INCREASED
Shares1,451 from 1,435
Change+16 (+1%)
Value$1.0M (+$31.2K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares1,450 from 898
Change+552 (+61%)
Value$1.0M (+$399.3K)
Filed 2026-10-27
Cadent Capital Advisors, LLC
DECREASED
Shares1,450 from 1,652
Change-202 (-12%)
Value$1.0M (-$118.0K)
Filed 2026-10-09
Bull Oak Capital, LLC
INCREASED
Shares1,448 from 431
Change+1,017 (+236%)
Value$1.0M (+$719.2K)
Filed 2026-10-23
United Financial Planning Group LLC
INCREASED
Shares1,448 from 1,404
Change+44 (+3%)
Value$1.0M (+$50.2K)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$1.0M (+$20.3K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares1,446 from 1,557
Change-111 (-7%)
Value$1.0M (-$55.6K)
Filed 2026-10-30
Columbia Advisory Partners LLC
INCREASED
Shares1,442 from 1,053
Change+389 (+37%)
Value$1.0M (+$287.6K)
Filed 2026-10-15
Watershed Private Wealth LLC
INCREASED
Shares1,439 from 1,438
Change+1 (+0%)
Value$1.0M (+$21.1K)
Filed 2026-10-30
Milestone Asset Management, LLC
DECREASED
Shares1,438 from 1,736
Change-298 (-17%)
Value$1.0M (-$184.2K)
Filed 2026-10-15
Firestone Capital Management
INCREASED
Shares1,438 from 1,368
Change+70 (+5%)
Value$1.0M (+$68.3K)
Filed 2026-11-03
Arcadia Investment Advisors LLC
DECREASED
Shares1,438 from 1,479
Change-41 (-3%)
Value$1.0M (-$8.0K)
Filed 2026-10-13
Wealth Forward, LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$1.0M (+$20.2K)
Filed 2026-10-14
Financial Advisory Partners, LLC
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$1.0M (+$20.2K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
INCREASED
Shares1,432 from 1,420
Change+12 (+1%)
Value$1.0K (+$29)
Filed 2026-10-13
Princeton Capital Management LLC
DECREASED
Shares1,423 from 2,131
Change-708 (-33%)
Value$997.1K (-$466.7K)
Filed 2026-10-27
Perryman Financial Advisory Inc
INCREASED
Shares1,418 from 1,397
Change+21 (+2%)
Value$993.9K (+$34.2K)
Filed 2026-10-16
GFS Advisors, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$992.0K (-$9.6M)
Filed 2026-11-03
Town Capital LLC
INCREASED
Shares1,413 from 1,223
Change+190 (+16%)
Value$990.3K (+$150.3K)
Filed 2026-11-03
IVC Wealth Advisors LLC
DECREASED
Shares1,412 from 1,430
Change-18 (-1%)
Value$989.6K (+$7.5K)
Filed 2026-10-23
Coquina Private Wealth LLC
DECREASED
Shares1,408 from 1,836
Change-428 (-23%)
Value$987.0K (-$273.8K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares1,405 from 3,097
Change-1,692 (-55%)
Value$984.9K (-$1.1M)
Filed 2026-10-14
Altman Advisors, Inc.
INCREASED
Shares1,404 from 1,134
Change+270 (+24%)
Value$983.8K (+$205.0K)
Filed 2026-11-05
Herold Advisors, Inc.
INCREASED
Shares1,404 from 1,375
Change+29 (+2%)
Value$984.0K (+$39.0K)
Filed 2026-10-19
Verity Asset Management, Inc.
INCREASED
Shares1,397 from 1,301
Change+96 (+7%)
Value$978.4K (+$85.1K)
Filed 2026-10-30
Andrew Hill Investment Advisors, Inc.
NEW
Shares1,395
Change+1,395
Value$977.5K
Filed 2026-10-22
Baron Financial Group, LLC
INCREASED
Shares1,395 from 1,329
Change+66 (+5%)
Value$977.9K (+$65.1K)
Filed 2026-10-09
Stackstone Wealth, LLC
NEW
Shares1,394
Change+1,394
Value$977.0K
Filed 2026-10-19
New Wave Wealth Advisors LLC
DECREASED
Shares1,394 from 1,395
Change-1 (0%)
Value$997.2K (+$38.9K)
Filed 2026-10-19
Carmel Capital Partners, LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$977.0K (+$19.6K)
Filed 2026-11-03
Lynch Investment Planning, LLC
DECREASED
Shares1,389 from 1,751
Change-362 (-21%)
Value$973.8K (-$229.0K)
Filed 2026-10-27
Mengis Capital Management, Inc.
INCREASED
Shares1,381 from 1,083
Change+298 (+28%)
Value$967.9K (+$223.5K)
Filed 2026-10-13
Avalon Advisory Group
DECREASED
Shares1,378 from 1,380
Change-2 (0%)
Value$966.1K (+$18.5K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares1,377
Change+1,377
Value$964.9K
Filed 2026-10-14
SageOak Financial, LLC
DECREASED
Shares1,370 from 1,684
Change-314 (-19%)
Value$960.2K (-$196.4K)
Filed 2026-10-19
Watchman Group, Inc.
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$960.2K (+$19.2K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares1,367 from 1,187
Change+180 (+15%)
Value$957.8K (+$142.2K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,365 from 1,529
Change-164 (-11%)
Value$956.5K (-$93.7K)
Filed 2026-10-20
Truefg, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$956.3K (+$19.2K)
Filed 2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$955.3K (+$19.2K)
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$954.6K (+$19.1K)
Filed 2026-10-19
Yoffe Investment Management, LLC
DECREASED
Shares1,361 from 1,366
Change-5 (0%)
Value$954.1K (+$15.7K)
Filed 2026-11-02
Riversedge Advisors, LLC
INCREASED
Shares1,359 from 1,358
Change+1 (+0%)
Value$952.2K (+$19.2K)
Filed 2026-10-09
Mascagni Wealth Management, Inc.
INCREASED
Shares1,358 from 1,290
Change+68 (+5%)
Value$951.6K (+$65.8K)
Filed 2026-10-23
Liberty Capital Management, Inc.
DECREASED
Shares1,357 from 1,358
Change-1 (0%)
Value$950.8K (+$18.4K)
Filed 2026-11-02
Evensky & Katz LLC
INCREASED
Shares1,353 from 688
Change+665 (+97%)
Value$948 (-$471.1K)
Filed 2026-10-27
Lazari Capital Management, Inc.
INCREASED
Shares1,353 from 1,267
Change+86 (+7%)
Value$948.5K (+$78.2K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares1,352 from 5,890
Change-4,538 (-77%)
Value$947.6K (-$3.1M)
Filed 2026-10-28
Brown Wealth Management, LLC
DECREASED
Shares1,350 from 1,372
Change-22 (-2%)
Value$946.4K (+$3.9K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
INCREASED
Shares1,345 from 806
Change+539 (+67%)
Value$942.8K (+$389.1K)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares1,344 from 773
Change+571 (+74%)
Value$942.0K (+$411.1K)
Filed 2026-10-27
San Luis Wealth Advisors LLC
INCREASED
Shares1,344 from 916
Change+428 (+47%)
Value$941.7K (+$312.7K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares1,342 from 1,291
Change+51 (+4%)
Value$940.3K (+$53.4K)
Filed 2026-10-14
Cornerstone Advisory, LLC
INCREASED
Shares1,337 from 1,319
Change+18 (+1%)
Value$936.7K (+$31.1K)
Filed 2026-11-06
Monarch Capital Management Inc
DECREASED
Shares1,335 from 1,411
Change-76 (-5%)
Value$935.6K (-$33.4K)
Filed 2026-10-19
Phillip James Consulting Co.
DECREASED
Shares1,332 from 5,659
Change-4,327 (-76%)
Value$933.5K (-$1.4M)
Filed 2026-11-03
Sierra Summit Advisors LLC
DECREASED
Shares1,331 from 1,531
Change-200 (-13%)
Value$933.0K (-$118.4K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$926.4K (+$18.6K)
Filed 2026-10-09
Bayshore Capital Advisors, LLC
NEW
Shares1,321
Change+1,321
Value$925.8K
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares1,316 from 1,363
Change-47 (-3%)
Value$922.4K (-$13.5K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
INCREASED
Shares1,312 from 1,055
Change+257 (+24%)
Value$921 (-$726.1K)
Filed 2026-10-26
Stiles Financial Services Inc
DECREASED
Shares1,312 from 1,327
Change-15 (-1%)
Value$919.8K (+$8.4K)
Filed 2026-10-30
Catalyst Financial Partners LLC
INCREASED
Shares1,311 from 872
Change+439 (+50%)
Value$918.8K (+$319.9K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$916.3K (+$18.6K)
Filed 2026-10-08
Post Resch Tallon Group Inc.
INCREASED
Shares1,302 from 486
Change+816 (+168%)
Value$912.7K (+$578.8K)
Filed 2026-10-09
Hartford Financial Management Inc.
INCREASED
Shares1,301 from 1,295
Change+6 (+0%)
Value$912.0K (+$22.6K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
INCREASED
Shares1,300 from 892
Change+408 (+46%)
Value$911.2K (+$298.5K)
Filed 2026-10-16
Gould Asset Management LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$908.3K (+$18.4K)
Filed 2026-11-06
Pegasus Asset Management, Inc.
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$908.3K (+$18.2K)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$906.2K (+$18.2K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares1,290 from 1,170
Change+120 (+10%)
Value$903.8K (+$100.2K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares1,290 from 1,335
Change-45 (-3%)
Value$885.8K (+$87.9K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
INCREASED
Shares1,288 from 824
Change+464 (+56%)
Value$902.5K (+$336.3K)
Filed 2026-10-14
United Bank
INCREASED
Shares1,276 from 1,215
Change+61 (+5%)
Value$894.3K (+$59.8K)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares1,275 from 14,595
Change-13,320 (-91%)
Value$893.6K (-$9.1M)
Filed 2026-11-06
Santori & Peters, Inc.
DECREASED
Shares1,275 from 1,317
Change-42 (-3%)
Value$893.7K (-$10.9K)
Filed 2026-10-26
Emprise Bank
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$893.6K (+$17.9K)
Filed 2026-10-07
Central Bank & Trust Co
INCREASED
Shares1,273 from 1,238
Change+35 (+3%)
Value$892.2K (+$41.9K)
Filed 2026-10-09
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares1,272 from 1,190
Change+82 (+7%)
Value$891.5K (+$74.5K)
Filed 2026-10-09
Lakewood Asset Management LLC
INCREASED
Shares1,271 from 1,089
Change+182 (+17%)
Value$890.8K (+$142.9K)
Filed 2026-10-26
Stone Summit Wealth LLC
DECREASED
Shares1,271 from 1,312
Change-41 (-3%)
Value$890.8K (-$10.3K)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$890.7K (+$18.0K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,270 from 1,232
Change+38 (+3%)
Value$890.3K (+$44.3K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares1,269 from 866
Change+403 (+47%)
Value$895.9K (+$303.7K)
Filed 2026-10-21
Legacy Trust
INCREASED
Shares1,268 from 1,253
Change+15 (+1%)
Value$881.0K (+$20.4K)
Filed 2026-11-06
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares1,260 from 1,269
Change-9 (-1%)
Value$883 (-$871.1K)
Filed 2026-10-27
American National Bank of Texas
DECREASED
Shares1,257 from 1,308
Change-51 (-4%)
Value$881.0K (-$17.4K)
Filed 2026-10-07
McHugh Group, LLC
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$881.0K (+$17.7K)
Filed 2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares1,253 from 1,201
Change+52 (+4%)
Value$878.1K (+$53.1K)
Filed 2026-10-07
Squire Investment Management Company, LLC
DECREASED
Shares1,251 from 1,269
Change-18 (-1%)
Value$877.1K (+$5.8K)
Filed 2026-11-03
Jamison Private Wealth Management, Inc.
DECREASED
Shares1,247 from 1,775
Change-528 (-30%)
Value$874.2K (-$345.0K)
Filed 2026-10-14
Hardworking Capital Advisors, LLC
DECREASED
Shares1,239 from 1,974
Change-735 (-37%)
Value$868.4K (-$487.4K)
Filed 2026-10-20
Union Savings Bank
INCREASED
Shares1,238 from 362
Change+876 (+242%)
Value$867.6K (+$619.0K)
Filed 2026-10-14
Vavra Capital Management, LLC
NEW
Shares1,237
Change+1,237
Value$867.0K
Filed 2026-10-14
Nicholas Wealth, Llc.
INCREASED
Shares1,237 from 1,107
Change+130 (+12%)
Value$866.6K (+$106.2K)
Filed 2026-10-26
Manchester Financial Inc
INCREASED
Shares1,237 from 1,218
Change+19 (+2%)
Value$867.0K (+$30.4K)
Filed 2026-10-15
Old Second National Bank of Aurora
DECREASED
Shares1,237 from 1,239
Change-2 (0%)
Value$867.0K (+$16.0K)
Filed 2026-10-22
Asio Capital, LLC
NEW
Shares1,234
Change+1,234
Value$864.9K
Filed 2026-10-19
Urban Wealth Management, LLC
DECREASED
Shares1,231 from 1,282
Change-51 (-4%)
Value$863.0K (-$17.5K)
Filed 2026-10-21
Clarity Retirement & Wealth, LLC
DECREASED
Shares1,229 from 2,360
Change-1,131 (-48%)
Value$861.4K (-$759.5K)
Filed 2026-11-04
Willis Investment Counsel
INCREASED
Shares1,229 from 1,211
Change+18 (+1%)
Value$861.4K (+$29.6K)
Filed 2026-10-20
MBA Advisors LLC
NEW
Shares1,228
Change+1,228
Value$860.7K
Filed 2026-10-29
Centerpoint Advisory Group
INCREASED
Shares1,226 from 1,035
Change+191 (+18%)
Value$859.1K (+$148.4K)
Filed 2026-10-23
Pinnacle Financial Group, LLC / IL
DECREASED
Shares1,226 from 1,255
Change-29 (-2%)
Value$837.1K (-$10.4K)
Filed 2026-10-29
Matisse Capital
INCREASED
Shares1,219 from 1,149
Change+70 (+6%)
Value$854.4K (+$65.2K)
Filed 2026-10-29
Kelsey Financial, LLC
DECREASED
Shares1,218 from 1,318
Change-100 (-8%)
Value$853.6K (-$51.6K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
INCREASED
Shares1,217 from 1,192
Change+25 (+2%)
Value$853.1K (+$33.6K)
Filed 2026-10-09
Financial Planning Navigators Corp
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$853.3K (+$17.1K)
Filed 2026-10-14
Warburton Capital Management, LLC
INCREASED
Shares1,216 from 797
Change+419 (+53%)
Value$843.2K (+$296.2K)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares1,213 from 3,087
Change-1,874 (-61%)
Value$850 (-$2.1M)
Filed 2026-10-30
W Advisors, LLC
INCREASED
Shares1,212 from 506
Change+706 (+140%)
Value$849.8K (+$502.3K)
Filed 2026-11-02
Tarbox Family Office, Inc.
INCREASED
Shares1,211 from 1,051
Change+160 (+15%)
Value$849.0K (+$126.9K)
Filed 2026-10-23
SpringVest Wealth Management LLC
INCREASED
Shares1,211 from 1,139
Change+72 (+6%)
Value$849.0K (+$66.8K)
Filed 2026-10-27
BNB Wealth Management, LLC
INCREASED
Shares1,210 from 1,101
Change+109 (+10%)
Value$848.0K (+$91.9K)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$848.0K (+$17.0K)
Filed 2026-11-03
Davidson Trust Co
DECREASED
Shares1,202 from 1,219
Change-17 (-1%)
Value$842.7K (+$5.3K)
Filed 2026-10-09
Plan A Wealth LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$841.7K (+$16.9K)
Filed 2026-10-08
Hamilton Capital, LLC
INCREASED
Shares1,196 from 959
Change+237 (+25%)
Value$838.2K (+$179.6K)
Filed 2026-10-08
FinDec Wealth Services, Inc.
INCREASED
Shares1,195 from 973
Change+222 (+23%)
Value$837.4K (+$169.1K)
Filed 2026-10-30
Collaborative Wealth Managment Inc.
DECREASED
Shares1,188 from 1,272
Change-84 (-7%)
Value$832.5K (-$41.0K)
Filed 2026-11-06
Riverbend Wealth Management, LLC
INCREASED
Shares1,174 from 667
Change+507 (+76%)
Value$822.7K (+$364.6K)
Filed 2026-10-15
Wealthcare Capital Management LLC
DECREASED
Shares1,174 from 1,204
Change-30 (-2%)
Value$822.8K (-$4.1K)
Filed 2026-10-21
Oceanside Advisors LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$822.2K (+$16.5K)
Filed 2026-11-03
Cushing Capital Partners, LLC
INCREASED
Shares1,169 from 326
Change+843 (+259%)
Value$819.5K (+$595.8K)
Filed 2026-10-20
Shakespeare Wealth Management, LLC
INCREASED
Shares1,167 from 1,134
Change+33 (+3%)
Value$817.9K (+$39.2K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
INCREASED
Shares1,165 from 607
Change+558 (+92%)
Value$816.5K (+$399.6K)
Filed 2026-10-05
SFG Wealth Management, Llc.
DECREASED
Shares1,160 from 1,729
Change-569 (-33%)
Value$812.9K (-$374.5K)
Filed 2026-10-23
Hurlow Wealth Management Group, Inc.
DECREASED
Shares1,160 from 1,163
Change-3 (0%)
Value$812.9K (+$14.3K)
Filed 2026-10-29
City Center Advisors, LLC
INCREASED
Shares1,158 from 1,139
Change+19 (+2%)
Value$811.9K (+$30.0K)
Filed 2026-10-08
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,157 from 1,155
Change+2 (+0%)
Value$811.1K (+$17.6K)
Filed 2026-11-05
ARS Investment Partners, LLC
INCREASED
Shares1,151 from 451
Change+700 (+155%)
Value$806.7K (+$496.9K)
Filed 2026-11-05
Shearwater Capital LLC
INCREASED
Shares1,151 from 1,149
Change+2 (+0%)
Value$806.7K (+$17.6K)
Filed 2026-10-13
Guided Capital Wealth Management, LLC
INCREASED
Shares1,148 from 1,098
Change+50 (+5%)
Value$804.6K (+$50.5K)
Filed 2026-10-21
Merited Wealth, LLC
DECREASED
Shares1,144 from 1,239
Change-95 (-8%)
Value$801.8K (-$49.2K)
Filed 2026-10-13
Hickory Point Bank & Trust
DECREASED
Shares1,144 from 1,199
Change-55 (-5%)
Value$801.8K (-$21.7K)
Filed 2026-10-01
Advisory Resource Group
DECREASED
Shares1,142 from 1,539
Change-397 (-26%)
Value$800.2K (-$257.1K)
Filed 2026-10-26
Strategy Asset Managers LLC
DECREASED
Shares1,141 from 1,155
Change-14 (-1%)
Value$799.4K (+$6.0K)
Filed 2026-10-14
Elevation Wealth Management LLC
DECREASED
Shares1,141 from 1,152
Change-11 (-1%)
Value$799.6K (+$8.7K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares1,134 from 1,712
Change-578 (-34%)
Value$795.1K (-$380.6K)
Filed 2026-10-09
Rakuten Securities, Inc.
DECREASED
Shares1,134 from 1,392
Change-258 (-19%)
Value$794.8K (-$161.3K)
Filed 2026-11-02
Ballast Financial Advisors LLC
DECREASED
Shares1,134 from 1,285
Change-151 (-12%)
Value$794.8K (-$87.8K)
Filed 2026-10-26
Covenant Asset Management, LLC
INCREASED
Shares1,133 from 976
Change+157 (+16%)
Value$794.3K (+$123.8K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
DECREASED
Shares1,133 from 1,159
Change-26 (-2%)
Value$794.1K (-$1.9K)
Filed 2026-10-07
Insight Wealth Strategies, LLC
INCREASED
Shares1,133 from 1,126
Change+7 (+1%)
Value$794.0K (+$22.0K)
Filed 2026-10-09
Luts & Greenleigh Group, Inc.
INCREASED
Shares1,131 from 1,121
Change+10 (+1%)
Value$792.9K (+$22.8K)
Filed 2026-11-05
Buckhead Capital Management LLC
DECREASED
Shares1,131 from 1,135
Change-4 (0%)
Value$792.9K (+$13.6K)
Filed 2026-11-03
Advisors Management Group Inc
INCREASED
Shares1,130 from 914
Change+216 (+24%)
Value$791 (-$626.2K)
Filed 2026-11-05
First Citizens Financial Corp
INCREASED
Shares1,129 from 1,080
Change+49 (+5%)
Value$791.3K (+$49.5K)
Filed 2026-10-02
Geneva Partners, LLC
INCREASED
Shares1,129 from 1,128
Change+1 (+0%)
Value$791.6K (+$16.6K)
Filed 2026-10-26
Summit Investment Advisory Services, LLC
DECREASED
Shares1,125 from 1,128
Change-3 (0%)
Value$788.5K (+$13.8K)
Filed 2026-11-03
Provident Living Financial Services, Inc.
INCREASED
Shares1,124 from 913
Change+211 (+23%)
Value$781.3K (+$154.1K)
Filed 2026-11-03
Tillman Hartley LLC
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$786.4K (+$15.8K)
Filed 2026-11-06
Sanders Morris Harris LLC
NEW
Shares1,120
Change+1,120
Value$785.3K
Filed 2026-10-14
Guardian Partners Inc.
DECREASED
Shares1,120 from 28,612
Change-27,492 (-96%)
Value$785.0K (-$18.9M)
Filed 2026-10-21
Accelerate Investment Advisors LLC
DECREASED
Shares1,119 from 2,275
Change-1,156 (-51%)
Value$784.4K (-$777.9K)
Filed 2026-11-02
Tower View Wealth Management LLC
DECREASED
Shares1,119 from 1,203
Change-84 (-7%)
Value$784.0K (-$41.9K)
Filed 2026-10-23
Guilbault Capital LLC
NEW
Shares1,113
Change+1,113
Value$780.1K
Filed 2026-10-28
Seros Financial, LLC
NEW
Shares1,108
Change+1,108
Value$776.6K
Filed 2026-10-21
Foundry Financial LLC
DECREASED
Shares1,108 from 1,158
Change-50 (-4%)
Value$776.8K (-$18.7K)
Filed 2026-10-16
SMI Advisory Services, LLC
INCREASED
Shares1,103 from 978
Change+125 (+13%)
Value$789.2K (+$113.9K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
DECREASED
Shares1,102 from 1,287
Change-185 (-14%)
Value$772.7K (-$111.6K)
Filed 2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED
Shares1,098 from 992
Change+106 (+11%)
Value$769.6K (+$88.2K)
Filed 2026-11-06
Essex LLC
DECREASED
Shares1,093 from 1,100
Change-7 (-1%)
Value$765.8K (+$10.4K)
Filed 2026-10-14
Harbor Group, Inc.
INCREASED
Shares1,092 from 1,088
Change+4 (+0%)
Value$765.6K (+$18.5K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
INCREASED
Shares1,091 from 824
Change+267 (+32%)
Value$765.0K (+$199.0K)
Filed 2026-10-16
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares1,091 from 1,252
Change-161 (-13%)
Value$764.6K (-$95.2K)
Filed 2026-10-21
Financial Concepts Unlimited, Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$762.6K (+$15.3K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
DECREASED
Shares1,087 from 1,089
Change-2 (0%)
Value$761.7K (+$13.4K)
Filed 2026-10-09
West Wealth Group, LLC
DECREASED
Shares1,085 from 1,100
Change-15 (-1%)
Value$760.3K (+$4.7K)
Filed 2026-10-14
Tower Trust & Investment Co
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$758.3K (+$15.2K)
Filed 2026-10-28
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$758.5K (+$15.5K)
Filed 2026-11-06
Winnacle Wealth LLC
DECREASED
Shares1,081 from 1,647
Change-566 (-34%)
Value$757.5K (-$373.7K)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares1,081 from 562
Change+519 (+92%)
Value$757.9K (+$371.6K)
Filed 2026-10-09
Intelligence Driven Advisers, LLC
INCREASED
Shares1,081 from 815
Change+266 (+33%)
Value$757.6K (+$197.9K)
Filed 2026-10-09
ETF Store, Inc.
INCREASED
Shares1,081 from 1,079
Change+2 (+0%)
Value$757.4K (+$16.4K)
Filed 2026-10-19
Financial Advisory Corp
DECREASED
Shares1,080 from 1,081
Change-1 (0%)
Value$757.0K (+$14.9K)
Filed 2026-10-14
Beacon Bank & Trust
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$756.2K (+$15.2K)
Filed 2026-10-27
Broadway Wealth Solutions, Inc.
NEW
Shares1,074
Change+1,074
Value$752.7K
Filed 2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,074
Change+1,074
Value$754.4K
Filed 2026-10-15
Integrity Investment Advisors, LLC
INCREASED
Shares1,070 from 873
Change+197 (+23%)
Value$749.9K (+$150.3K)
Filed 2026-11-03
Integrated Wealth Management
DECREASED
Shares1,069 from 1,074
Change-5 (0%)
Value$749.3K (+$11.6K)
Filed 2026-10-19
Capital Planning LLC
INCREASED
Shares1,068 from 324
Change+744 (+230%)
Value$748.5K (+$526.0K)
Filed 2026-10-09
Armor Investment Advisors, LLC
DECREASED
Shares1,059 from 1,142
Change-83 (-7%)
Value$742.2K (-$42.0K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares1,054 from 1,115
Change-61 (-5%)
Value$738.8K (-$27.1K)
Filed 2026-10-20
Appleton Partners Inc
DECREASED
Shares1,053 from 1,087
Change-34 (-3%)
Value$738 (-$745.3K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$737.3K (+$14.8K)
Filed 2026-10-26
Straight Path Wealth Management
INCREASED
Shares1,040 from 914
Change+126 (+14%)
Value$728.9K (+$101.2K)
Filed 2026-10-23
Wellington Grp LLC
DECREASED
Shares1,040 from 1,062
Change-22 (-2%)
Value$729.1K (-$485)
Filed 2026-11-06
Howard Capital Management Group, LLC
DECREASED
Shares1,034 from 1,300
Change-266 (-20%)
Value$725.0K (-$168.2K)
Filed 2026-10-16
Clark Wealth Partners
INCREASED
Shares1,034 from 1,013
Change+21 (+2%)
Value$724.4K (+$28.4K)
Filed 2026-10-19
First Community Trust NA
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$724.0K (+$14.5K)
Filed 2026-10-07
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$723.2K (+$14.5K)
Filed 2026-10-14
Nfsg Corp
INCREASED
Shares1,030 from 964
Change+66 (+7%)
Value$722.0K (+$59.6K)
Filed 2026-10-15
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares1,026 from 1,017
Change+9 (+1%)
Value$719.1K (+$20.6K)
Filed 2026-10-16
Carolina Wealth Management Inc
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$719.1K (+$14.4K)
Filed 2026-10-29
Missouri Trust & Investment Co
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$718.4K (+$14.6K)
Filed 2026-11-04
Mach-1 Financial Group, LLC
INCREASED
Shares1,023 from 871
Change+152 (+17%)
Value$717.0K (+$118.8K)
Filed 2026-11-06
Prairiewood Capital, LLC
INCREASED
Shares1,023 from 1,011
Change+12 (+1%)
Value$717.0K (+$22.6K)
Filed 2026-10-16
Marino, Stram & Associates LLC
INCREASED
Shares1,021 from 697
Change+324 (+46%)
Value$715.5K (+$236.9K)
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED
Shares1,021 from 1,040
Change-19 (-2%)
Value$715.6K (+$1.3K)
Filed 2026-11-03
Snider Financial Group
DECREASED
Shares1,019 from 1,215
Change-196 (-16%)
Value$714.2K (-$120.3K)
Filed 2026-10-16
Burford Brothers, Inc.
INCREASED
Shares1,019 from 936
Change+83 (+9%)
Value$714.3K (+$71.6K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$714.2K (+$14.3K)
Filed 2026-10-29
Rubicon Advisors, GP
INCREASED
Shares1,017 from 961
Change+56 (+6%)
Value$712.9K (+$53.1K)
Filed 2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,016 from 973
Change+43 (+4%)
Value$712.1K (+$43.8K)
Filed 2026-10-22
Carret Asset Management, LLC
INCREASED
Shares1,011 from 742
Change+269 (+36%)
Value$708.6K (+$199.0K)
Filed 2026-11-04
RCW Management, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$706.9K (+$14.2K)
Filed 2026-10-30
Epiq Partners, LLC
INCREASED
Shares1,005 from 850
Change+155 (+18%)
Value$704.5K (+$120.7K)
Filed 2026-10-07
Ridgeline Wealth, LLC
INCREASED
Shares1,005 from 857
Change+148 (+17%)
Value$718.7K (+$129.9K)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
INCREASED
Shares999 from 993
Change+6 (+1%)
Value$700.0K (+$18.0K)
Filed 2026-10-16
True Link Financial Advisors, LLC
INCREASED
Shares996 from 806
Change+190 (+24%)
Value$698.1K (+$144.5K)
Filed 2026-10-27
Graham Capital Wealth Management, LLC
INCREASED
Shares996 from 910
Change+86 (+9%)
Value$697.8K (+$72.7K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares996 from 1,070
Change-74 (-7%)
Value$698.1K (-$36.7K)
Filed 2026-10-27
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares993 from 613
Change+380 (+62%)
Value$695.9K (+$274.6K)
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
INCREASED
Shares990 from 989
Change+1 (+0%)
Value$705.5K (+$26.1K)
Filed 2026-10-09
Sierra Ocean, LLC
DECREASED
Shares989 from 1,274
Change-285 (-22%)
Value$693.4K (-$181.8K)
Filed 2026-11-03
Byrne Asset Management LLC
DECREASED
Shares985 from 3,300
Change-2,315 (-70%)
Value$691.8K (-$1.6M)
Filed 2026-10-06
Amplius Wealth Advisors, LLC
INCREASED
Shares985 from 976
Change+9 (+1%)
Value$690.3K (+$19.7K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares979 from 8,000
Change-7,021 (-88%)
Value$686.1K (-$4.8M)
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares977
Change+977
Value$684.7K
Filed 2026-10-16
Brown, Lisle Ings, Inc.
INCREASED
Shares976 from 943
Change+33 (+4%)
Value$684.0K (+$36.4K)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares971 from 783
Change+188 (+24%)
Value$680.6K (+$142.6K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares969 from 971
Change-2 (0%)
Value$679.3K (+$12.2K)
Filed 2026-10-16
Greenup Street Wealth Management LLC
INCREASED
Shares968 from 878
Change+90 (+10%)
Value$678.2K (+$75.2K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
DECREASED
Shares967 from 1,063
Change-96 (-9%)
Value$677.7K (-$52.3K)
Filed 2026-10-13
PMG Family Office LLC
INCREASED
Shares967 from 952
Change+15 (+2%)
Value$677.7K (+$23.9K)
Filed 2026-10-19
Ellsworth Advisors, LLC
DECREASED
Shares967 from 975
Change-8 (-1%)
Value$677.7K (+$955)
Filed 2026-10-15
ASL Financial, LLC
DECREASED
Shares966 from 1,104
Change-138 (-12%)
Value$677.0K (-$81.2K)
Filed 2026-10-15
TME Financial, Inc.
INCREASED
Shares960 from 935
Change+25 (+3%)
Value$672.9K (+$30.9K)
Filed 2026-10-14
Sincerus Advisory, LLC
DECREASED
Shares956 from 985
Change-29 (-3%)
Value$670.0K (-$6.4K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
DECREASED
Shares954 from 956
Change-2 (0%)
Value$668.8K (+$12.3K)
Filed 2026-10-19
ROI Financial Advisors, LLC
INCREASED
Shares948 from 947
Change+1 (+0%)
Value$664.1K (+$13.5K)
Filed 2026-10-19
Cypress Financial Planning LLC
INCREASED
Shares943 from 845
Change+98 (+12%)
Value$660.8K (+$80.3K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares943 from 963
Change-20 (-2%)
Value$661.2K (-$482)
Filed 2026-10-26
Exchange Bank
DECREASED
Shares940 from 985
Change-45 (-5%)
Value$658.8K (-$17.7K)
Filed 2026-10-07
Boyum Wealth Architects LLC
DECREASED
Shares938 from 1,010
Change-72 (-7%)
Value$663.9K (-$31.7K)
Filed 2026-10-06
DKM Wealth Management, Inc.
INCREASED
Shares938 from 881
Change+57 (+6%)
Value$657.1K (+$52.0K)
Filed 2026-10-09
Stone House Investment Management, LLC
INCREASED
Shares933 from 841
Change+92 (+11%)
Value$654.1K (+$76.3K)
Filed 2026-10-23
Asset Advisory Group, Inc.
DECREASED
Shares931 from 936
Change-5 (-1%)
Value$652.7K (+$9.7K)
Filed 2026-10-20
Avid Wealth Partners LLC
INCREASED
Shares930 from 929
Change+1 (+0%)
Value$651.5K (+$13.2K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares929 from 1,239
Change-310 (-25%)
Value$651 (-$681.5K)
Filed 2026-11-04
RWQ Financial Management Services, Inc.
INCREASED
Shares925 from 550
Change+375 (+68%)
Value$648.3K (+$270.6K)
Filed 2026-10-19
LifeSteps Financial, Inc.
DECREASED
Shares925 from 969
Change-44 (-5%)
Value$648.3K (-$17.2K)
Filed 2026-10-15
Colony Family Offices, LLC
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$646.2K (+$13.0K)
Filed 2026-10-22
Park Edge Advisors, LLC
INCREASED
Shares920 from 918
Change+2 (+0%)
Value$644.5K (+$13.9K)
Filed 2026-10-28
3Edge Asset Management, LP
DECREASED
Shares918 from 923
Change-5 (-1%)
Value$643.4K (+$9.4K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$629.8K ($0)
Filed 2026-11-05
Pillar Financial Advisors, LLC
DECREASED
Shares908 from 915
Change-7 (-1%)
Value$636.5K (+$7.8K)
Filed 2026-10-21
Woodward Diversified Capital, LLC
INCREASED
Shares907 from 829
Change+78 (+9%)
Value$635.9K (+$66.3K)
Filed 2026-10-21
FAI Advisors, Inc.
DECREASED
Shares907 from 978
Change-71 (-7%)
Value$635.7K (-$36.0K)
Filed 2026-10-27
Allegheny Financial Group
DECREASED
Shares906 from 911
Change-5 (-1%)
Value$635.4K (+$9.7K)
Filed 2026-11-05
Shepherd Financial Partners LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$635.0K (+$12.7K)
Filed 2026-11-03
Evansbrook LLC
DECREASED
Shares903 from 913
Change-10 (-1%)
Value$633.2K (+$6.1K)
Filed 2026-10-16
LEE Danner & Bass Inc
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$633.1K (+$12.7K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares902 from 122
Change+780 (+639%)
Value$632.3K (+$548.4K)
Filed 2026-10-29
William Howard & Co Financial Advisors Inc
DECREASED
Shares900 from 902
Change-2 (0%)
Value$630.8K (+$11.2K)
Filed 2026-11-04
Davidson Investment Advisors
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$629.4K (+$12.6K)
Filed 2026-10-20
Verde Capital Management
INCREASED
Shares896 from 755
Change+141 (+19%)
Value$628.5K (+$109.8K)
Filed 2026-10-28
Wrenne Financial Planning LLC
INCREASED
Shares896 from 765
Change+131 (+17%)
Value$628.4K (+$103.0K)
Filed 2026-10-30
Signature Resources Capital Management, LLC
INCREASED
Shares893 from 768
Change+125 (+16%)
Value$625.9K (+$98.4K)
Filed 2026-10-16
Home Federal Bank of Tennessee
DECREASED
Shares890 from 895
Change-5 (-1%)
Value$623.8K (+$9.1K)
Filed 2026-10-15
Encompass Wealth Advisors, LLC
INCREASED
Shares888 from 439
Change+449 (+102%)
Value$622.7K (+$321.4K)
Filed 2026-10-15
McLean Asset Management Corp
DECREASED
Shares888 from 937
Change-49 (-5%)
Value$598.7K (-$44.9K)
Filed 2026-11-06
Essential Planning, Llc.
DECREASED
Shares888 from 898
Change-10 (-1%)
Value$622.4K (+$5.7K)
Filed 2026-10-21
Edge Wealth Management LLC
INCREASED
Shares885 from 834
Change+51 (+6%)
Value$623.8K (+$51.0K)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
INCREASED
Shares878 from 864
Change+14 (+2%)
Value$615.5K (+$22.0K)
Filed 2026-10-09
Kwmg, LLC
DECREASED
Shares876 from 900
Change-24 (-3%)
Value$613.7K (-$4.2K)
Filed 2026-10-07
MMA Asset Management LLC
DECREASED
Shares872 from 873
Change-1 (0%)
Value$611.5K (+$11.8K)
Filed 2026-11-02
Brian LOW Financial Group, LLC
INCREASED
Shares868 from 692
Change+176 (+25%)
Value$608.6K (+$133.2K)
Filed 2026-10-28
Tanglewood Wealth Management, Inc.
INCREASED
Shares868 from 703
Change+165 (+23%)
Value$608.6K (+$125.8K)
Filed 2026-10-23
Sky Investment Group LLC
INCREASED
Shares868 from 840
Change+28 (+3%)
Value$608.3K (+$31.4K)
Filed 2026-10-30
Grant Street Asset Management, Inc.
INCREASED
Shares866 from 864
Change+2 (+0%)
Value$606.7K (+$13.5K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares865 from 765
Change+100 (+13%)
Value$606.2K (+$80.8K)
Filed 2026-11-04
tru Independence LLC
DECREASED
Shares865 from 885
Change-20 (-2%)
Value$606.5K (-$1.6K)
Filed 2026-10-20
Next Level Private LLC
DECREASED
Shares863 from 1,001
Change-138 (-14%)
Value$605.1K (-$82.2K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares858 from 804
Change+54 (+7%)
Value$601.3K (+$49.1K)
Filed 2026-10-19
Lountzis Asset Management, LLC
DECREASED
Shares856 from 1,024
Change-168 (-16%)
Value$599.9K (-$103.4K)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares853 from 659
Change+194 (+29%)
Value$597.8K (+$145.2K)
Filed 2026-10-14
Inspire Trust Co, N.A.
NEW
Shares850
Change+850
Value$595.7K
Filed 2026-11-05
Demars Financial Group, LLC
DECREASED
Shares847 from 1,333
Change-486 (-36%)
Value$593.6K (-$321.9K)
Filed 2026-10-22
Winebrenner Capital Management LLC
INCREASED
Shares847 from 745
Change+102 (+14%)
Value$593.6K (+$81.6K)
Filed 2026-10-07
Investment Research Partners LLC
DECREASED
Shares846 from 858
Change-12 (-1%)
Value$592.9K (+$3.6K)
Filed 2026-10-19
Horizons Wealth Management
NEW
Shares844
Change+844
Value$591.5K
Filed 2026-10-05
Colton Groome Financial Advisors, LLC
DECREASED
Shares837 from 844
Change-7 (-1%)
Value$586.3K (+$6.4K)
Filed 2026-10-06
Advisor Resource Council
INCREASED
Shares835 from 685
Change+150 (+22%)
Value$594.8K (+$121.7K)
Filed 2026-11-05
GuidedMoney, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$583.8K (+$11.7K)
Filed 2026-10-29
Poehling Capital Management, Inc.
DECREASED
Shares831 from 941
Change-110 (-12%)
Value$582.6K (-$63.4K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
INCREASED
Shares830 from 828
Change+2 (+0%)
Value$581.7K (+$19.4K)
Filed 2026-10-20
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$581.7K (+$11.7K)
Filed 2026-10-30
Gerber, LLC
INCREASED
Shares828 from 636
Change+192 (+30%)
Value$580.3K (+$143.4K)
Filed 2026-10-21
Veracity Capital LLC
INCREASED
Shares828 from 827
Change+1 (+0%)
Value$580.0K (+$11.7K)
Filed 2026-10-08
Sweeney & Michel, LLC
INCREASED
Shares821 from 706
Change+115 (+16%)
Value$575.4K (+$73.7K)
Filed 2026-10-16
Quantum Financial Partners LLC
INCREASED
Shares821 from 819
Change+2 (+0%)
Value$575.1K (+$12.5K)
Filed 2026-10-19
Pacifica Partners Inc.
INCREASED
Shares820 from 799
Change+21 (+3%)
Value$575.9K (+$28.8K)
Filed 2026-10-09
Lakeside Advisors, Inc.
DECREASED
Shares819 from 1,398
Change-579 (-41%)
Value$574.0K (-$386.2K)
Filed 2026-10-20
Shepherd Street Advisors LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$585.0K (+$17.4K)
Filed 2026-10-21
Bannerman Wealth Management Group, LLC
INCREASED
Shares814 from 794
Change+20 (+3%)
Value$570.2K (+$25.2K)
Filed 2026-10-09
River Street Advisors LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$569.1K (+$11.4K)
Filed 2026-10-22
Define Financial, LLC
INCREASED
Shares810 from 779
Change+31 (+4%)
Value$567.9K (+$32.6K)
Filed 2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$567.8K (+$11.4K)
Filed 2026-11-05
Robinswood Financial LLC
DECREASED
Shares809 from 827
Change-18 (-2%)
Value$569.9K (+$1.3K)
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares805 from 869
Change-64 (-7%)
Value$564.2K (-$32.6K)
Filed 2026-10-16
GFG Capital, LLC
DECREASED
Shares805 from 842
Change-37 (-4%)
Value$564.3K (-$13.9K)
Filed 2026-10-16
Invested Advisors
DECREASED
Shares805 from 823
Change-18 (-2%)
Value$564.2K (-$1.1K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares803 from 741
Change+62 (+8%)
Value$562.8K (+$53.9K)
Filed 2026-10-15
Foronjy Financial LLC
INCREASED
Shares800 from 797
Change+3 (+0%)
Value$560.4K (+$13.3K)
Filed 2026-10-14
Hippocratic Financial Advisors, LLC
INCREASED
Shares799 from 434
Change+365 (+84%)
Value$559.8K (+$261.7K)
Filed 2026-10-13
46 Peaks LLC
DECREASED
Shares798 from 799
Change-1 (0%)
Value$559.7K (+$11.2K)
Filed 2026-11-03
Elite Life Management LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$535.8K (-$26.7K)
Filed 2026-11-06
Aerodigm Wealth, LLC
DECREASED
Shares793 from 1,165
Change-372 (-32%)
Value$556.1K (-$243.8K)
Filed 2026-10-16
Joseph Group Capital Management
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$556.1K (+$11.2K)
Filed 2026-11-04
Nautilus Advisors LLC
DECREASED
Shares788 from 852
Change-64 (-8%)
Value$552.5K (-$38.7K)
Filed 2026-10-07
Taylor Securities Services, Inc.
DECREASED
Shares788 from 797
Change-9 (-1%)
Value$552.6K (+$5.0K)
Filed 2026-10-20
Outbound Financial Inc
DECREASED
Shares785 from 802
Change-17 (-2%)
Value$550.3K (-$509)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED
Shares782 from 750
Change+32 (+4%)
Value$548.8K (+$33.6K)
Filed 2026-10-14
Colorado Capital Management, Inc.
DECREASED
Shares781 from 787
Change-6 (-1%)
Value$547 (+$7)
Filed 2026-10-15
Stirlingshire Investments, Inc.
INCREASED
Shares781 from 777
Change+4 (+1%)
Value$547.1K (+$13.4K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares780
Change+780
Value$546.7K
Filed 2026-10-07
Tctc Holdings, LLC
DECREASED
Shares773 from 923
Change-150 (-16%)
Value$541.8K (-$92.2K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares769 from 5,521
Change-4,752 (-86%)
Value$539.2K (-$3.3M)
Filed 2026-10-26
Towneley Capital Management, Inc / de
INCREASED
Shares769 from 767
Change+2 (+0%)
Value$539.0K (+$12.0K)
Filed 2026-10-09
Encompass More Asset Management
INCREASED
Shares768 from 614
Change+154 (+25%)
Value$538.5K (+$116.5K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED
Shares768 from 692
Change+76 (+11%)
Value$538.4K (+$63.1K)
Filed 2026-11-02
Stage Harbor Financial, LLC
DECREASED
Shares766 from 2,142
Change-1,376 (-64%)
Value$537.0K (-$934.3K)
Filed 2026-11-03
Aljian Capital Management, LLC
INCREASED
Shares757 from 659
Change+98 (+15%)
Value$530.8K (+$78.0K)
Filed 2026-10-28
NBZ Investment Advisors LLC
INCREASED
Shares755 from 333
Change+422 (+127%)
Value$528.9K (+$300.2K)
Filed 2026-10-30
Rockline Wealth Management, LLC
INCREASED
Shares755 from 685
Change+70 (+10%)
Value$529.5K (+$58.5K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares755 from 753
Change+2 (+0%)
Value$529.0K (+$11.5K)
Filed 2026-10-14
NovaPoint Capital, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$528.9K (+$10.6K)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED
Shares754 from 619
Change+135 (+22%)
Value$528.4K (+$103.1K)
Filed 2026-11-02
Richmond Investment Services, LLC
INCREASED
Shares754 from 711
Change+43 (+6%)
Value$528.5K (+$40.0K)
Filed 2026-10-29
Madson Wealth Advisors Inc
INCREASED
Shares754 from 741
Change+13 (+2%)
Value$528.5K (+$19.8K)
Filed 2026-10-13
United Community Bank
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$527.0K (+$10.6K)
Filed 2026-10-28
truNorth Financial Services, Inc.
DECREASED
Shares750 from 815
Change-65 (-8%)
Value$525.9K (-$34.1K)
Filed 2026-11-06
Transcendent Capital Group LLC
INCREASED
Shares750 from 695
Change+55 (+8%)
Value$525.4K (+$48.1K)
Filed 2026-10-28
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares748 from 850
Change-102 (-12%)
Value$524.2K (-$59.4K)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$524.2K (+$10.5K)
Filed 2026-10-27
TrueWealth Advisors, LLC
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$522.3K (+$10.7K)
Filed 2026-10-09
Carnegie Lake Advisors LLC
NEW
Shares742
Change+742
Value$520.0K
Filed 2026-11-06
Avalon Capital Management
DECREASED
Shares741 from 742
Change-1 (0%)
Value$519.0K (+$9.7K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$518.6K (+$10.4K)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
DECREASED
Shares738 from 835
Change-97 (-12%)
Value$517.2K (-$56.2K)
Filed 2026-11-03
Northwest Wealth Advisors, LLC
DECREASED
Shares738 from 759
Change-21 (-3%)
Value$517.2K (-$3.7K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
INCREASED
Shares737 from 734
Change+3 (+0%)
Value$516.5K (+$12.4K)
Filed 2026-10-06
Hilton Head Capital Partners, LLC
INCREASED
Shares736 from 721
Change+15 (+2%)
Value$515.8K (+$20.6K)
Filed 2026-10-23
Essential Investment Partners LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$513.7K (+$10.3K)
Filed 2026-10-27
MFA Wealth Services
INCREASED
Shares732 from 730
Change+2 (+0%)
Value$513.2K (+$11.6K)
Filed 2026-10-14
Ballast, Inc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$513.0K (+$10.3K)
Filed 2026-10-20
Kure Advisory, LLC
DECREASED
Shares731 from 760
Change-29 (-4%)
Value$512.4K (-$9.7K)
Filed 2026-10-08
Alliance Wealth Advisors, LLC
DECREASED
Shares729 from 798
Change-69 (-9%)
Value$510.8K (-$37.1K)
Filed 2026-10-14
Mills Wealth Advisors LLC
INCREASED
Shares725 from 628
Change+97 (+15%)
Value$508.1K (+$76.4K)
Filed 2026-10-22
Kellett Wealth Advisors, LLC
DECREASED
Shares724 from 915
Change-191 (-21%)
Value$507.3K (-$121.3K)
Filed 2026-10-15
Courage Miller Partners, LLC
INCREASED
Shares722 from 552
Change+170 (+31%)
Value$505.9K (+$126.8K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED
Shares721 from 821
Change-100 (-12%)
Value$505.3K (-$58.5K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares720 from 713
Change+7 (+1%)
Value$505.8K (+$15.0K)
Filed 2026-11-03
Parkshore Wealth Management, Inc.
INCREASED
Shares720 from 719
Change+1 (+0%)
Value$504.3K (+$10.4K)
Filed 2026-10-13
Ballew Advisors, Inc
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$509.7K (+$16.4K)
Filed 2026-10-05
American Capital Advisory, LLC
INCREASED
Shares719 from 711
Change+8 (+1%)
Value$504.0K (+$15.7K)
Filed 2026-10-28
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$503.9K (+$10.1K)
Filed 2026-10-16
Legacy Financial Group, Inc.
INCREASED
Shares718 from 696
Change+22 (+3%)
Value$503.0K (+$25.2K)
Filed 2026-10-21
JGP Wealth Management, LLC
DECREASED
Shares715 from 820
Change-105 (-13%)
Value$501.2K (-$62.1K)
Filed 2026-10-13
Leading Edge Financial Planning LLC
INCREASED
Shares715 from 647
Change+68 (+11%)
Value$500.8K (+$56.5K)
Filed 2026-10-23
Voisard Asset Management Group, Inc.
DECREASED
Shares715 from 729
Change-14 (-2%)
Value$500.8K (-$236)
Filed 2026-10-13
Bright Financial Advisors, Inc.
DECREASED
Shares712 from 715
Change-3 (0%)
Value$499.0K (+$7.9K)
Filed 2026-10-23
Legacy Wealth Management, LLC
INCREASED
Shares707 from 493
Change+214 (+43%)
Value$495.2K (+$156.7K)
Filed 2026-10-22
Interchange Capital Partners, LLC
INCREASED
Shares706 from 686
Change+20 (+3%)
Value$494.5K (+$23.0K)
Filed 2026-10-28
BankPlus Trust Department
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$494.8K (+$9.9K)
Filed 2026-11-06
Texas Bank & Trust Co
DECREASED
Shares705 from 1,200
Change-495 (-41%)
Value$494.1K (-$330.1K)
Filed 2026-11-04
Cyr Financial Inc.
DECREASED
Shares703 from 716
Change-13 (-2%)
Value$492.7K (+$949)
Filed 2026-10-16
Willner & Heller, LLC
DECREASED
Shares701 from 704
Change-3 (0%)
Value$491.1K (+$7.9K)
Filed 2026-10-28
Merkkuri Wealth Advisors LLC
DECREASED
Shares699 from 704
Change-5 (-1%)
Value$489.8K (+$6.4K)
Filed 2026-11-03
Schulz Wealth, Ltd.
INCREASED
Shares697 from 696
Change+1 (+0%)
Value$488.8K (+$10.6K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
DECREASED
Shares696 from 709
Change-13 (-2%)
Value$487.7K (+$849)
Filed 2026-10-14
Kingstone Capital Partners Texas, LLC
INCREASED
Shares696 from 694
Change+2 (+0%)
Value$487.9K (+$11.0K)
Filed 2026-11-03
Cypress Capital, LLC
INCREASED
Shares695 from 567
Change+128 (+23%)
Value$487.2K (+$98.0K)
Filed 2026-10-20
Kimelman & Baird, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$486.2K (+$9.7K)
Filed 2026-11-03
Mattern Wealth Management LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$485.0K (+$9.7K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares691 from 689
Change+2 (+0%)
Value$484.2K (+$10.9K)
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares686 from 714
Change-28 (-4%)
Value$480.6K (-$9.5K)
Filed 2026-10-19
MilWealth Group LLC
INCREASED
Shares686 from 667
Change+19 (+3%)
Value$480.8K (+$22.7K)
Filed 2026-11-02
Kagan Cocozza Asset Management
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$480.8K (+$9.6K)
Filed 2026-10-19
Karras Company, Inc.
INCREASED
Shares685 from 583
Change+102 (+18%)
Value$480.0K (+$79.8K)
Filed 2026-10-16
ProVise Management Group, LLC
DECREASED
Shares685 from 729
Change-44 (-6%)
Value$480.1K (-$20.9K)
Filed 2026-11-06
Beacon Hill Wealth Management Ltd.
INCREASED
Shares683 from 582
Change+101 (+17%)
Value$478.7K (+$79.0K)
Filed 2026-10-21
Gilman Hill Asset Management, LLC
DECREASED
Shares683 from 691
Change-8 (-1%)
Value$478.9K (+$4.3K)
Filed 2026-10-13
Inlet Private Wealth, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$478.0K (+$9.6K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares680 from 515
Change+165 (+32%)
Value$477.9K (+$124.7K)
Filed 2026-10-09
Adell Harriman & Carpenter Inc
INCREASED
Shares680 from 591
Change+89 (+15%)
Value$476.6K (+$70.7K)
Filed 2026-11-02
Ashford Advisors, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$475.8K (+$9.5K)
Filed 2026-11-02
Tandem Capital Management Corp
INCREASED
Shares678 from 673
Change+5 (+1%)
Value$475.2K (+$13.0K)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares676 from 640
Change+36 (+6%)
Value$484.1K (+$44.7K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares675 from 667
Change+8 (+1%)
Value$472.8K (+$15.0K)
Filed 2026-10-16
Guardian Wealth Advisors, LLC
DECREASED
Shares674 from 754
Change-80 (-11%)
Value$476.8K (-$40.8K)
Filed 2026-10-30
RTD Financial Advisors, Inc.
NEW
Shares672
Change+672
Value$471.0K
Filed 2026-10-09
Hobart Private Capital, LLC
INCREASED
Shares672 from 665
Change+7 (+1%)
Value$471.0K (+$14.3K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$470.3K (+$9.4K)
Filed 2026-10-23
Mirador Capital Partners LP
DECREASED
Shares669 from 673
Change-4 (-1%)
Value$469.0K (+$6.6K)
Filed 2026-10-09
Solitude Financial Services
INCREASED
Shares667 from 637
Change+30 (+5%)
Value$467.5K (+$30.0K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares666 from 343
Change+323 (+94%)
Value$466.7K (+$231.1K)
Filed 2026-10-29
J.M. Arbour, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$466.8K (+$9.4K)
Filed 2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED
Shares665 from 489
Change+176 (+36%)
Value$460.9K (+$124.8K)
Filed 2026-10-16
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares665 from 530
Change+135 (+25%)
Value$466.1K (+$102.1K)
Filed 2026-11-06
Successful Portfolios LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$472.6K (+$13.1K)
Filed 2026-10-09
Vertrix Wealth Management, LLC
DECREASED
Shares663 from 700
Change-37 (-5%)
Value$464.5K (-$16.0K)
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares661 from 654
Change+7 (+1%)
Value$462.9K (+$13.5K)
Filed 2026-10-14
Gunderson Capital Management LLC
NEW
Shares660
Change+660
Value$462.9K
Filed 2026-10-15
Mcrae Capital Management Inc
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$461.2K (+$9.2K)
Filed 2026-10-15
Sound Stewardship, LLC
INCREASED
Shares655 from 616
Change+39 (+6%)
Value$458.8K (+$35.7K)
Filed 2026-10-14
Curtis Advisory Group, LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$458.4K (+$9.2K)
Filed 2026-10-28
Westco Advisory Services Inc
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$457.7K (+$9.2K)
Filed 2026-10-14
Liberty Atlantic Advisors LLC
INCREASED
Shares652 from 548
Change+104 (+19%)
Value$457.3K (+$80.9K)
Filed 2026-10-14
Grant Private Wealth Management Inc
DECREASED
Shares648 from 652
Change-4 (-1%)
Value$454.4K (+$6.7K)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$454.2K (+$9.1K)
Filed 2026-10-14
Omni 360 Wealth, Inc.
INCREASED
Shares645 from 578
Change+67 (+12%)
Value$451.9K (+$55.0K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$451.5K (+$9.2K)
Filed 2026-10-21
Winter & Associates, Inc.
INCREASED
Shares642 from 570
Change+72 (+13%)
Value$453.8K (+$62.3K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares642 from 666
Change-24 (-4%)
Value$450.0K (-$7.5K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
DECREASED
Shares641 from 649
Change-8 (-1%)
Value$449.3K (+$3.5K)
Filed 2026-10-13
Langley Wealth Management, LLC
DECREASED
Shares640 from 662
Change-22 (-3%)
Value$448.7K (-$5.9K)
Filed 2026-11-04
Woodward Financial Advisors, Inc.
DECREASED
Shares639 from 719
Change-80 (-11%)
Value$447.9K (-$46.0K)
Filed 2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED
Shares639 from 654
Change-15 (-2%)
Value$448.2K (-$1.3K)
Filed 2026-10-28
Quantum Financial Planning Services, Inc.
DECREASED
Shares638 from 877
Change-239 (-27%)
Value$446.9K (-$155.3K)
Filed 2026-10-14
AAF Wealth Management, LLC
DECREASED
Shares638 from 711
Change-73 (-10%)
Value$447.3K (-$41.2K)
Filed 2026-10-28
Juno Financial Group LLC
DECREASED
Shares637 from 654
Change-17 (-3%)
Value$446.1K (-$3.3K)
Filed 2026-10-27
Pioneer Wealth Management Group
INCREASED
Shares635 from 634
Change+1 (+0%)
Value$444.9K (+$9.6K)
Filed 2026-10-09
Great Waters Wealth Management
INCREASED
Shares634 from 550
Change+84 (+15%)
Value$444.1K (+$66.3K)
Filed 2026-10-07
Grandview Asset Management LLC
DECREASED
Shares628 from 694
Change-66 (-10%)
Value$440.2K (-$36.4K)
Filed 2026-10-19
Paragon Advisors, LLC
DECREASED
Shares628 from 660
Change-32 (-5%)
Value$439.8K (-$13.4K)
Filed 2026-11-03
Benedict Financial Advisors Inc
INCREASED
Shares628 from 627
Change+1 (+0%)
Value$440.2K (+$9.9K)
Filed 2026-10-07
Walker Financial Services, Inc.
INCREASED
Shares627 from 581
Change+46 (+8%)
Value$439.6K (+$40.1K)
Filed 2026-10-26
Master's Wealth Management Inc.
DECREASED
Shares626 from 647
Change-21 (-3%)
Value$438.9K (-$5.3K)
Filed 2026-10-22
Wincap Financial LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$438.4K (+$8.8K)
Filed 2026-10-20
Piscataqua Savings Bank
DECREASED
Shares625 from 667
Change-42 (-6%)
Value$438.0K (-$20.1K)
Filed 2026-10-21
Two West Capital Advisors LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$438.5K (+$12.6K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED
Shares623 from 30,562
Change-29,939 (-98%)
Value$436.7K (-$20.6M)
Filed 2026-10-13
Andina Capital Management, LLC
INCREASED
Shares621 from 593
Change+28 (+5%)
Value$435.5K (+$28.2K)
Filed 2026-10-21
KRS Capital Management, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$434.4K (+$8.9K)
Filed 2026-10-16
Westwood Wealth Management
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$434.5K (+$8.7K)
Filed 2026-10-29
Glass Wealth Management Co LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$433.9K (+$8.7K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares617 from 308
Change+309 (+100%)
Value$432.1K (+$220.5K)
Filed 2026-10-26
Buska Wealth Management, LLC
INCREASED
Shares617 from 577
Change+40 (+7%)
Value$432.7K (+$36.6K)
Filed 2026-10-08
Ervin Investment Management, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$431.7K (+$8.7K)
Filed 2026-10-23
Livet Wealth, LLC
NEW
Shares615
Change+615
Value$431.1K
Filed 2026-10-27
Aviso Wealth Management
DECREASED
Shares612 from 653
Change-41 (-6%)
Value$428.9K (-$19.6K)
Filed 2026-11-04
KTF Investments, LLC
INCREASED
Shares611 from 601
Change+10 (+2%)
Value$428.2K (+$15.5K)
Filed 2026-10-23
Towerpoint Wealth, LLC
INCREASED
Shares609 from 493
Change+116 (+24%)
Value$426.9K (+$88.3K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED
Shares609 from 614
Change-5 (-1%)
Value$426.4K (+$4.5K)
Filed 2026-10-13
Tepp RIA, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$426.7K (+$8.6K)
Filed 2026-10-14
Nestegg Advisors, Inc.
DECREASED
Shares607 from 620
Change-13 (-2%)
Value$425.5K (-$582)
Filed 2026-10-21
Richard C. Young & Co., Ltd.
INCREASED
Shares603 from 602
Change+1 (+0%)
Value$422.8K (+$9.5K)
Filed 2026-11-04
PFG Private Wealth Management, LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$422.6K (+$8.5K)
Filed 2026-10-15
Mycio Wealth Partners, LLC
INCREASED
Shares602 from 600
Change+2 (+0%)
Value$421.7K (+$9.5K)
Filed 2026-11-04
Mann Financial Group, Inc.
NEW
Shares601
Change+601
Value$421.2K
Filed 2026-10-15
Cutler Investment Counsel LLC
DECREASED
Shares600 from 637
Change-37 (-6%)
Value$420.6K (-$16.7K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$420.5K (+$8.4K)
Filed 2026-10-14
Benin Management Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$420.5K (+$8.4K)
Filed 2026-10-22
DDD Partners, LLC
INCREASED
Shares599 from 577
Change+22 (+4%)
Value$419.9K (+$23.6K)
Filed 2026-11-02
WealthPLAN Partners, LLC
INCREASED
Shares597 from 438
Change+159 (+36%)
Value$418.7K (+$118.1K)
Filed 2026-10-15
KFG Wealth Management, LLC
DECREASED
Shares597 from 605
Change-8 (-1%)
Value$418.1K (+$2.4K)
Filed 2026-10-16
Ted Buchan & Co
DECREASED
Shares597 from 605
Change-8 (-1%)
Value$418.4K (+$2.9K)
Filed 2026-10-23
Pettinga Financial Advisors LLC
NEW
Shares594
Change+594
Value$416.3K
Filed 2026-10-13
NBH Bank
DECREASED
Shares594 from 694
Change-100 (-14%)
Value$416.3K (-$60.3K)
Filed 2026-11-05
LVM Capital Management LTD
INCREASED
Shares593 from 589
Change+4 (+1%)
Value$415.4K (+$415.0K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares593 from 590
Change+3 (+1%)
Value$413.5K (+$8.6K)
Filed 2026-11-06
Mullooly Asset Management, Inc.
DECREASED
Shares592 from 613
Change-21 (-3%)
Value$416.0K (-$5.7K)
Filed 2026-10-30
High Point Wealth Management, LLC
INCREASED
Shares590 from 588
Change+2 (+0%)
Value$413.4K (+$9.2K)
Filed 2026-11-05
Ehrlich Financial Group
INCREASED
Shares590 from 589
Change+1 (+0%)
Value$413.5K (+$9.0K)
Filed 2026-10-20
Blume Capital Management, Inc.
DECREASED
Shares589 from 689
Change-100 (-15%)
Value$412.5K (-$60.4K)
Filed 2026-10-26
Scott & Selber, Inc.
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$412.8K (+$8.3K)
Filed 2026-10-21
Argentarii, LLC
INCREASED
Shares588 from 553
Change+35 (+6%)
Value$412.2K (+$20.3K)
Filed 2026-10-28
Investment Planning Advisors, Inc.
NEW
Shares586
Change+586
Value$410.6K
Filed 2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$410.7K (+$8.2K)
Filed 2026-10-09
Shum Financial Group, Inc.
INCREASED
Shares585 from 467
Change+118 (+25%)
Value$409.8K (+$89.3K)
Filed 2026-10-13
Abner Herrman & Brock LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$410 (+$8)
Filed 2026-10-20
Dutch Asset Corp
INCREASED
Shares584 from 449
Change+135 (+30%)
Value$409.8K (+$100.9K)
Filed 2026-10-20
Councilor Wealth, LLC
INCREASED
Shares582 from 352
Change+230 (+65%)
Value$408.0K (+$165.6K)
Filed 2026-10-09
Lincoln Capital LLC
DECREASED
Shares581 from 603
Change-22 (-4%)
Value$407.2K (-$7.2K)
Filed 2026-10-09
OAK Family Advisors, LLC
DECREASED
Shares581 from 586
Change-5 (-1%)
Value$407.2K (+$4.7K)
Filed 2026-10-19
Cpwa, LLC
INCREASED
Shares580 from 571
Change+9 (+2%)
Value$414.5K (+$22.1K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
DECREASED
Shares577 from 754
Change-177 (-23%)
Value$404.4K (-$113.5K)
Filed 2026-10-23
Capital Investment Counsel, Inc
INCREASED
Shares576 from 574
Change+2 (+0%)
Value$403.7K (+$9.5K)
Filed 2026-10-20
Schmidt P J Investment Management Inc
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$403.0K (+$8.1K)
Filed 2026-11-02
Avaii Wealth Management, LLC
DECREASED
Shares574 from 623
Change-49 (-8%)
Value$406.1K (-$21.7K)
Filed 2026-10-09
BCO Wealth Management LLC
DECREASED
Shares574 from 616
Change-42 (-7%)
Value$402.3K (-$20.8K)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares573 from 140
Change+433 (+309%)
Value$401.6K (+$305.4K)
Filed 2026-10-08
Pines Wealth Management, LLC
DECREASED
Shares572 from 590
Change-18 (-3%)
Value$401.2K (-$4.2K)
Filed 2026-10-21
Johnson Bixby & Associates, LLC
DECREASED
Shares571 from 577
Change-6 (-1%)
Value$400.0K (+$3.4K)
Filed 2026-10-14
Thayer Financial, L.L.C.
DECREASED
Shares570 from 703
Change-133 (-19%)
Value$400.3K (-$82.5K)
Filed 2026-10-21
Nabity-Jensen Investment Management Inc
DECREASED
Shares570 from 601
Change-31 (-5%)
Value$399.6K (-$13.3K)
Filed 2026-10-23
Overbrook Management Corp
INCREASED
Shares569 from 568
Change+1 (+0%)
Value$399.0K (+$9.2K)
Filed 2026-10-08
Peck Wealth Management, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$398.8K (+$8.0K)
Filed 2026-10-29
Cornerstone Enterprises, LLC
INCREASED
Shares566 from 561
Change+5 (+1%)
Value$397.4K (+$11.6K)
Filed 2026-10-15
Bay Capital Advisors, LLC
INCREASED
Shares566 from 565
Change+1 (+0%)
Value$396.4K (+$8.1K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$397.4K (+$6.4K)
Filed 2026-10-28
Prodigy Asset Management LLC
INCREASED
Shares565 from 564
Change+1 (+0%)
Value$395.7K (+$8.1K)
Filed 2026-10-28
Westchester Capital Management, Inc.
INCREASED
Shares564 from 514
Change+50 (+10%)
Value$395.3K (+$42.3K)
Filed 2026-10-23
Dean, Jacobson Financial Services, LLC
INCREASED
Shares562 from 329
Change+233 (+71%)
Value$393.9K (+$168.0K)
Filed 2026-10-29
Ahara Advisors LLC
INCREASED
Shares562 from 552
Change+10 (+2%)
Value$394.3K (+$15.1K)
Filed 2026-10-29
Fagan Associates, Inc.
INCREASED
Shares561 from 559
Change+2 (+0%)
Value$393.4K (+$9.4K)
Filed 2026-10-13
Mission Financial Group, LLC
INCREASED
Shares560 from 320
Change+240 (+75%)
Value$392.4K (+$172.6K)
Filed 2026-10-21
Salvus Wealth Management, LLC
NEW
Shares558
Change+558
Value$391.1K
Filed 2026-10-13
Aire Advisors, LLC
INCREASED
Shares558 from 472
Change+86 (+18%)
Value$391.0K (+$67.2K)
Filed 2026-10-22
Prentice Wealth Management LLC
DECREASED
Shares558 from 619
Change-61 (-10%)
Value$391.1K (-$34.1K)
Filed 2026-10-20
Hedeker Wealth, LLC
INCREASED
Shares558 from 537
Change+21 (+4%)
Value$391.1K (+$22.3K)
Filed 2026-10-23
BOS Asset Management, LLC
INCREASED
Shares556 from 543
Change+13 (+2%)
Value$389.4K (+$16.5K)
Filed 2026-10-09
Cedar Point Capital Partners, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$389.7K (+$7.8K)
Filed 2026-10-29
Three Arch Wealth Management LLC
INCREASED
Shares555 from 488
Change+67 (+14%)
Value$389.2K (+$53.8K)
Filed 2026-10-20
E6 Portfolios, LLC
DECREASED
Shares555 from 569
Change-14 (-2%)
Value$389.1K (-$1.6K)
Filed 2026-10-26
Bdfs Capital LLC
DECREASED
Shares555 from 568
Change-13 (-2%)
Value$388.7K (-$1.6K)
Filed 2026-10-14
Searle & Co.
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$389.0K (+$7.8K)
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares552 from 1,616
Change-1,064 (-66%)
Value$387.0K (-$723.3K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
INCREASED
Shares552 from 429
Change+123 (+29%)
Value$386.9K (+$92.1K)
Filed 2026-11-03
Ndwm LLC
INCREASED
Shares550 from 547
Change+3 (+1%)
Value$385.5K (+$10.0K)
Filed 2026-11-05
Hager Investment Management Services, LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$385.0K (+$7.8K)
Filed 2026-11-04
CMG Global Holdings, LLC
INCREASED
Shares548 from 546
Change+2 (+0%)
Value$383.8K (+$8.8K)
Filed 2026-10-14
Ayrshire Capital Management LLC
DECREASED
Shares546 from 556
Change-10 (-2%)
Value$382.7K (+$804)
Filed 2026-10-20
ARK & TLK Investments, LLC
DECREASED
Shares544 from 546
Change-2 (0%)
Value$381.4K (+$6.3K)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
DECREASED
Shares544 from 545
Change-1 (0%)
Value$381.6K (+$7.5K)
Filed 2026-10-21
West Branch Capital LLC
INCREASED
Shares542 from 488
Change+54 (+11%)
Value$380.2K (+$44.7K)
Filed 2026-10-20
Ellerson Group Inc
NEW
Shares539
Change+539
Value$373.8K
Filed 2026-11-04
Littlejohn Financial Services, Inc.
DECREASED
Shares539 from 668
Change-129 (-19%)
Value$377.8K (-$81.0K)
Filed 2026-11-06
Legal Advantage Investments, Inc.
NEW
Shares538
Change+538
Value$377.1K
Filed 2026-10-13
HMV Wealth Advisors, LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$377.1K (+$7.6K)
Filed 2026-10-27
Private Capital Advisors, Inc.
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$375.0K (+$7.5K)
Filed 2026-10-06
Paragon Capital Management Ltd
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$373.6K (+$7.5K)
Filed 2026-10-09
Entrewealth, LLC
INCREASED
Shares532 from 435
Change+97 (+22%)
Value$372.8K (+$65.5K)
Filed 2026-10-14
Patton Fund Management, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$371.5K (+$7.4K)
Filed 2026-10-13
William John Sempolinski
INCREASED
Shares528 from 503
Change+25 (+5%)
Value$369.8K (+$24.6K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares528 from 527
Change+1 (+0%)
Value$370.0K (+$8.1K)
Filed 2026-10-22
Emergent Wealth Advisors, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$370.1K (+$7.4K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
INCREASED
Shares525 from 503
Change+22 (+4%)
Value$367.8K (+$22.6K)
Filed 2026-10-28
Lunt Capital Management, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$368.0K (+$7.4K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
DECREASED
Shares524 from 542
Change-18 (-3%)
Value$367.3K (-$5.0K)
Filed 2026-10-26
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$367.3K (+$7.4K)
Filed 2026-10-26
Svrn Asset Management, LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$367.3K (+$7.4K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares522 from 495
Change+27 (+5%)
Value$366.9K (+$26.7K)
Filed 2026-10-07
Moller Wealth Partners
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$364.4K (+$7.3K)
Filed 2026-10-15
Innealta Capital, LLC
INCREASED
Shares518 from 414
Change+104 (+25%)
Value$363.0K (+$78.7K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
DECREASED
Shares518 from 601
Change-83 (-14%)
Value$363.2K (-$49.5K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares517 from 340
Change+177 (+52%)
Value$362.3K (+$128.8K)
Filed 2026-10-22
Alternative Investment Advisors, Llc.
INCREASED
Shares516 from 468
Change+48 (+10%)
Value$363.0K (+$41.0K)
Filed 2026-11-03
Parkside Investments, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$361.6K (+$7.3K)
Filed 2026-10-20
Keenan, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$360.1K (+$7.2K)
Filed 2026-10-23
Gen-Wealth Partners Inc
INCREASED
Shares513 from 512
Change+1 (+0%)
Value$359.8K (+$7.8K)
Filed 2026-11-04
TopTier Wealth Management, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$359.5K (+$7.2K)
Filed 2026-10-16
Benson Investment Management Company, Inc.
DECREASED
Shares512 from 542
Change-30 (-6%)
Value$365.1K (-$7.1K)
Filed 2026-10-13
Grove Street Fiduciary, LLC
INCREASED
Shares510 from 382
Change+128 (+34%)
Value$357.2K (+$95.1K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares510 from 520
Change-10 (-2%)
Value$357.5K (+$356)
Filed 2026-10-26
New Perspectives, Inc
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$356.8K (+$7.2K)
Filed 2026-10-14
Roman Butler Fullerton & Co
INCREASED
Shares507 from 494
Change+13 (+3%)
Value$357.8K (+$17.5K)
Filed 2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$354.8K (+$7.1K)
Filed 2026-10-15
Briaud Financial Planning Inc
INCREASED
Shares500 from 329
Change+171 (+52%)
Value$350.4K (+$124.5K)
Filed 2026-10-20
Intergy Private Wealth, LLC
INCREASED
Shares500 from 345
Change+155 (+45%)
Value$350.4K (+$113.8K)
Filed 2026-10-16
Zega Investments, LLC
INCREASED
Shares500 from 430
Change+70 (+16%)
Value$350.7K (+$55.4K)
Filed 2026-11-04
Hibernia Wealth Partners, LLC
INCREASED
Shares499 from 314
Change+185 (+59%)
Value$349.4K (+$134.4K)
Filed 2026-10-29
Guidance Capital, Inc
INCREASED
Shares499 from 492
Change+7 (+1%)
Value$345.1K (+$5.8K)
Filed 2026-11-03
Portfolio Strategies, Inc.
INCREASED
Shares498 from 491
Change+7 (+1%)
Value$349.1K (+$11.8K)
Filed 2026-11-06
Isthmus Partners, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$346.9K (+$7.0K)
Filed 2026-10-21
Advantage Trust Co
DECREASED
Shares494 from 780
Change-286 (-37%)
Value$346.2K (-$189.5K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$339.2K ($0)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares493 from 576
Change-83 (-14%)
Value$345.6K (-$50.3K)
Filed 2026-11-03
Greenwood Capital Associates LLC
INCREASED
Shares491 from 411
Change+80 (+19%)
Value$344.1K (+$61.8K)
Filed 2026-10-27
Sacks & Associates, LLC
INCREASED
Shares489 from 488
Change+1 (+0%)
Value$342.9K (+$3.1K)
Filed 2026-10-09
Valley National Advisers Inc
DECREASED
Shares488 from 495
Change-7 (-1%)
Value$341.8K (+$1.8K)
Filed 2026-10-23
Vestor Capital, LLC
DECREASED
Shares486 from 16,386
Change-15,900 (-97%)
Value$148 (-$842)
Filed 2026-11-04
Archvest Wealth Advisors, Inc.
DECREASED
Shares483 from 501
Change-18 (-4%)
Value$338.3K (-$5.6K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares482
Change+482
Value$337.7K
Filed 2026-11-04
Horizon Wealth Management, LLC
INCREASED
Shares482 from 481
Change+1 (+0%)
Value$337.7K (+$7.5K)
Filed 2026-11-02
Nichols & Pratt Advisers LLP
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$338.5K (+$7.5K)
Filed 2026-10-13
Allodium Investment Consultants, LLC
DECREASED
Shares481 from 498
Change-17 (-3%)
Value$336.8K (-$5.4K)
Filed 2026-10-14
Twin Cities Retirement Group LLC
NEW
Shares476
Change+476
Value$333.9K
Filed 2026-10-16
Blue Fin Capital, Inc.
INCREASED
Shares473 from 471
Change+2 (+0%)
Value$331.2K (+$7.5K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
INCREASED
Shares471 from 464
Change+7 (+2%)
Value$330.1K (+$11.4K)
Filed 2026-10-27
Yardley Wealth Management LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$329.4K (+$6.6K)
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares469 from 474
Change-5 (-1%)
Value$328.5K (+$3.2K)
Filed 2026-10-15
Stolper Co
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$329 (+$7)
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares468 from 426
Change+42 (+10%)
Value$328.0K (+$35.4K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares467 from 444
Change+23 (+5%)
Value$327.6K (+$22.3K)
Filed 2026-10-14
Whipplewood Advisors, LLC
DECREASED
Shares466 from 468
Change-2 (0%)
Value$326.6K (+$5.2K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED
Shares464 from 435
Change+29 (+7%)
Value$325.2K (+$26.4K)
Filed 2026-10-19
Riverwater Partners LLC
DECREASED
Shares464 from 467
Change-3 (-1%)
Value$325.2K (+$4.6K)
Filed 2026-11-03
Pacific Wealth Management
DECREASED
Shares463 from 478
Change-15 (-3%)
Value$324.5K (-$3.8K)
Filed 2026-10-05
Fluent Financial, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$324.5K (+$6.5K)
Filed 2026-10-13
CPA Asset Management Group, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$324.4K (+$6.5K)
Filed 2026-10-26
Platt Investment Counsel, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$324.5K (+$6.5K)
Filed 2026-10-07
Independent Wealth Advisors LLC
DECREASED
Shares462 from 490
Change-28 (-6%)
Value$323.8K (-$12.5K)
Filed 2026-10-27
Elite Wealth Management, Inc.
INCREASED
Shares461 from 460
Change+1 (+0%)
Value$323.1K (+$7.2K)
Filed 2026-11-03
Salus Financial Advisors, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$322.4K (+$6.5K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED
Shares459 from 458
Change+1 (+0%)
Value$321.4K (+$6.7K)
Filed 2026-10-28
Redmond Asset Management, LLC
DECREASED
Shares455 from 947
Change-492 (-52%)
Value$318.9K (-$331.2K)
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares455 from 182
Change+273 (+150%)
Value$318.6K (+$193.4K)
Filed 2026-10-28
Scheeler Financial LLC
NEW
Shares453
Change+453
Value$317.5K
Filed 2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$317.5K (+$6.4K)
Filed 2026-11-02
Old Port Advisors
NEW
Shares452
Change+452
Value$316.7K
Filed 2026-10-23
Titan Investment Management LLC
NEW
Shares451
Change+451
Value$315.9K
Filed 2026-10-22
Darden Wealth Group Inc
DECREASED
Shares451 from 457
Change-6 (-1%)
Value$316.6K (+$3.0K)
Filed 2026-11-06
Archford Capital Strategies, LLC
DECREASED
Shares450 from 761
Change-311 (-41%)
Value$315.1K (-$207.5K)
Filed 2026-10-19
Waycross Investment Management Co
DECREASED
Shares450 from 476
Change-26 (-5%)
Value$315.4K (-$11.5K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares449
Change+449
Value$314.7K
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares448 from 687
Change-239 (-35%)
Value$313.8K (-$158.2K)
Filed 2026-10-09
Alpha Zero LLC
INCREASED
Shares448 from 380
Change+68 (+18%)
Value$314.2K (+$51.9K)
Filed 2026-11-06
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$313.3K (+$6.3K)
Filed 2026-10-07
Centennial Advisors, LLC
INCREASED
Shares445 from 381
Change+64 (+17%)
Value$311.7K (+$49.9K)
Filed 2026-10-21
Core Wealth Advisors, LLC
INCREASED
Shares445 from 444
Change+1 (+0%)
Value$312.0K (+$7.0K)
Filed 2026-11-05
Triad Investment Management
NEW
Shares444
Change+444
Value$311.2K
Filed 2026-10-13
Peddock Capital Advisors, LLC
INCREASED
Shares444 from 347
Change+97 (+28%)
Value$311.2K (+$72.9K)
Filed 2026-10-16
Retirement Investment Advisors, Inc.
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$311.2K (+$5.8K)
Filed 2026-10-22
Rodgers & Associates, LTD
DECREASED
Shares443 from 456
Change-13 (-3%)
Value$310.5K (-$2.7K)
Filed 2026-10-20
Flagship Private Wealth, LLC
INCREASED
Shares441 from 440
Change+1 (+0%)
Value$309.3K (+$6.8K)
Filed 2026-11-05
Hudson Edge Investment Partners Inc.
NEW
Shares440
Change+440
Value$308.4K
Filed 2026-10-28
Westside Investment Management, Inc.
INCREASED
Shares439 from 414
Change+25 (+6%)
Value$307.8K (+$23.5K)
Filed 2026-11-02
Windsor Capital Management, LLC
DECREASED
Shares439 from 453
Change-14 (-3%)
Value$307.7K (-$3.4K)
Filed 2026-10-13
Greater Midwest Financial Group, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$308.0K (+$6.2K)
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$307.7K (+$6.2K)
Filed 2026-10-21
Meritas Wealth Management, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$307.3K (+$6.5K)
Filed 2026-10-14
Wall Capital Group, Inc.
INCREASED
Shares437 from 417
Change+20 (+5%)
Value$306.4K (+$20.1K)
Filed 2026-10-14
Sawgrass Asset Management LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$306.3K (+$6.1K)
Filed 2026-11-03
Fidelis iM, LLC
NEW
Shares436
Change+436
Value$305.6K
Filed 2026-10-16
Cascade Investment Group, Inc.
INCREASED
Shares436 from 433
Change+3 (+1%)
Value$305.6K (+$8.2K)
Filed 2026-10-13
Eubel Brady & Suttman Asset Management Inc
NEW
Shares434
Change+434
Value$304
Filed 2026-11-04
Bayshore Asset Management, LLC
DECREASED
Shares432 from 439
Change-7 (-2%)
Value$308.9K (+$7.2K)
Filed 2026-11-03
Altus Wealth Group LLC
INCREASED
Shares431 from 430
Change+1 (+0%)
Value$302.1K (+$6.8K)
Filed 2026-10-20
James Reed Financial Services, Inc.
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$301.4K (+$6.0K)
Filed 2026-10-26
Strid Group, LLC
INCREASED
Shares429 from 421
Change+8 (+2%)
Value$300.8K (+$11.5K)
Filed 2026-10-28
Gray Private Wealth, LLC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$300.7K (+$6.3K)
Filed 2026-10-28
Financial Harvest, LLC
NEW
Shares428
Change+428
Value$300.0K
Filed 2026-10-15
Verisail Partners, LLC
INCREASED
Shares427 from 402
Change+25 (+6%)
Value$299.3K (+$23.2K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$299.4K (+$6.1K)
Filed 2026-10-29
J. L. Bainbridge & Co., Inc.
DECREASED
Shares426 from 432
Change-6 (-1%)
Value$298.5K (+$1.5K)
Filed 2026-10-20
Leeward Financial Partners, LLC
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$298.4K (+$6.0K)
Filed 2026-10-23
Paulson Wealth Management Inc.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$298.3K (+$6.0K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
DECREASED
Shares425 from 444
Change-19 (-4%)
Value$297.8K (-$7.2K)
Filed 2026-10-13
DWM Financial Group, Inc.
INCREASED
Shares422 from 336
Change+86 (+26%)
Value$295.8K (+$85.3K)
Filed 2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED
Shares422 from 380
Change+42 (+11%)
Value$295.8K (+$34.8K)
Filed 2026-11-03
Blue Line Capital, LLC / IL
NEW
Shares421
Change+421
Value$295.1K
Filed 2026-11-04
Cane Capital Partners, LLC
INCREASED
Shares421 from 396
Change+25 (+6%)
Value$294.9K (+$22.7K)
Filed 2026-10-23
Gratus Wealth Advisors, LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$293.3K (+$5.9K)
Filed 2026-10-26
Decker Wealth Management LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$293.7K (+$5.9K)
Filed 2026-10-09
Huntleigh Advisors, Inc.
NEW
Shares418
Change+418
Value$293.1K
Filed 2026-11-03
Variant Private Wealth, LLC
INCREASED
Shares418 from 417
Change+1 (+0%)
Value$292.9K (+$6.6K)
Filed 2026-10-21
Powell Investment Advisors, LLC
INCREASED
Shares416 from 403
Change+13 (+3%)
Value$291.7K (+$14.8K)
Filed 2026-10-22
Kennebec Savings Bank
DECREASED
Shares416 from 426
Change-10 (-2%)
Value$291.6K (-$1.0K)
Filed 2026-10-22
Financial Guidance Group, Inc.
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$289.5K (+$5.8K)
Filed 2026-10-21
Northside Capital Management, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$290.0K (+$6.0K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$291.9K (-$1.6K)
Filed 2026-10-26
Cypress Capital Group
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$288.8K (+$5.8K)
Filed 2026-11-03
Addison Advisors LLC
INCREASED
Shares411 from 376
Change+35 (+9%)
Value$288.1K (+$29.8K)
Filed 2026-11-06
Chatham Capital Group, Inc.
INCREASED
Shares410 from 343
Change+67 (+20%)
Value$287.1K (+$51.1K)
Filed 2026-10-16
Private Management Group Inc
DECREASED
Shares410 from 415
Change-5 (-1%)
Value$287.5K (+$2.3K)
Filed 2026-11-04
Unified Investment Management
NEW
Shares408
Change+408
Value$286.0K
Filed 2026-10-14
Noble Family Wealth, LLC
INCREASED
Shares407 from 369
Change+38 (+10%)
Value$285.3K (+$31.8K)
Filed 2026-10-26
Seneca Financial Advisors LLC
DECREASED
Shares406 from 411
Change-5 (-1%)
Value$284.2K (+$1.8K)
Filed 2026-10-28
MN Wealth Advisors, LLC
INCREASED
Shares405 from 403
Change+2 (+1%)
Value$284.3K (+$7.0K)
Filed 2026-10-23
Torrey Growth & Income Advisors
NEW
Shares404
Change+404
Value$285.3K
Filed 2026-11-04
RMR Capital Management, LLC
INCREASED
Shares404 from 403
Change+1 (+0%)
Value$283.0K (+$6.0K)
Filed 2026-10-23
S.E.E.D. Planning Group LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$283.2K (+$5.7K)
Filed 2026-10-07
Beacon Financial Strategies Corp
INCREASED
Shares403 from 345
Change+58 (+17%)
Value$282.7K (+$45.5K)
Filed 2026-10-14
Daytona Street Capital LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$286.6K (+$7.1K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares401
Change+401
Value$281.0K
Filed 2026-10-19
Fogel Capital Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$280.5K (+$5.8K)
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$280.3K (+$5.6K)
Filed 2026-10-05
Accordant Advisory Group Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$280.3K (+$5.6K)
Filed 2026-10-29
Brown Miller Wealth Management, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$279.6K (+$5.6K)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
DECREASED
Shares398 from 422
Change-24 (-6%)
Value$278.9K (-$10.9K)
Filed 2026-11-05
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares397 from 396
Change+1 (+0%)
Value$278.3K (+$6.2K)
Filed 2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares396 from 373
Change+23 (+6%)
Value$277.9K (+$21.5K)
Filed 2026-10-13
Cowa, LLC
INCREASED
Shares395 from 394
Change+1 (+0%)
Value$276.8K (+$6.2K)
Filed 2026-10-30
Hiley Hunt Wealth Management
DECREASED
Shares393 from 395
Change-2 (-1%)
Value$275.7K (+$4.7K)
Filed 2026-10-08
Bright Futures Wealth Management, Llc.
DECREASED
Shares389 from 400
Change-11 (-3%)
Value$272.6K (-$2.1K)
Filed 2026-10-23
Outfitters Financial LLC
INCREASED
Shares386 from 334
Change+52 (+16%)
Value$270.5K (+$41.1K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED
Shares385 from 379
Change+6 (+2%)
Value$270.2K (+$9.7K)
Filed 2026-10-14
JSF Financial, LLC
DECREASED
Shares385 from 387
Change-2 (-1%)
Value$270.1K (+$4.5K)
Filed 2026-10-22
Prudent Man Investment Management, Inc.
DECREASED
Shares384 from 386
Change-2 (-1%)
Value$269.1K (+$27.1K)
Filed 2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED
Shares383 from 342
Change+41 (+12%)
Value$268.2K (+$33.3K)
Filed 2026-10-06
Reyes Financial Architecture, Inc.
DECREASED
Shares382 from 601
Change-219 (-36%)
Value$267.7K (-$145.0K)
Filed 2026-10-22
Poinciana Advisors Group, LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$267.6K (+$5.4K)
Filed 2026-11-06
Pacific Sage Partners, LLC
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$267.0K (+$5.4K)
Filed 2026-10-21
Cogent Strategic Wealth LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$266.3K (+$5.3K)
Filed 2026-10-22
Floyd Financial Group LLC
NEW
Shares379
Change+379
Value$271.1K
Filed 2026-10-28
Signature Wealth Management Partners, LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$265.0K (+$5.3K)
Filed 2026-10-21
Compass Capital Management, Inc
DECREASED
Shares375 from 602
Change-227 (-38%)
Value$262.8K (-$150.6K)
Filed 2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$263.0K (+$5.5K)
Filed 2026-10-19
PCG Asset Management, LLC
NEW
Shares374
Change+374
Value$262.1K
Filed 2026-11-05
Valicenti Advisory Services Inc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$262 (+$5)
Filed 2026-10-23
Bellecapital International Ltd.
NEW
Shares372
Change+372
Value$260.7K
Filed 2026-10-21
M Wealth Management, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$260.7K (+$5.2K)
Filed 2026-10-14
Randolph Co Inc
INCREASED
Shares371 from 363
Change+8 (+2%)
Value$260.1K (+$10.8K)
Filed 2026-10-23
Altiora Financial Group, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$257.0K (+$5.2K)
Filed 2026-11-04
Montis Financial, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$255.9K (+$5.1K)
Filed 2026-11-04
Wealth Quarterback LLC
DECREASED
Shares363 from 454
Change-91 (-20%)
Value$254.8K (-$57.3K)
Filed 2026-10-20
Sherman Wealth Management LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$254.3K (+$5.1K)
Filed 2026-10-16
Barr E S & Co
NEW
Shares362
Change+362
Value$253.7K
Filed 2026-11-06
Mason & Associates, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$253.7K (+$5.1K)
Filed 2026-10-26
Form Wealth Advisors, LLC
INCREASED
Shares360 from 341
Change+19 (+6%)
Value$252.3K (+$18.1K)
Filed 2026-10-13
Price Financial Group Wealth Management, Inc
INCREASED
Shares359 from 358
Change+1 (+0%)
Value$256.5K (+$10.1K)
Filed 2026-11-02
Arta Finance Wealth Management LLC
DECREASED
Shares357 from 417
Change-60 (-14%)
Value$250.2K (-$36.2K)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED
Shares356 from 492
Change-136 (-28%)
Value$249.7K (-$88.3K)
Filed 2026-10-30
Howard Bailey Securities, LLC
DECREASED
Shares355 from 388
Change-33 (-9%)
Value$248.8K (-$17.7K)
Filed 2026-10-27
Dynamic Financial Group
INCREASED
Shares355 from 353
Change+2 (+1%)
Value$248.7K (+$6.1K)
Filed 2026-10-28
Compass Financial Group, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$248.8K (+$5.0K)
Filed 2026-11-06
Atlas Brown,Inc.
INCREASED
Shares354 from 349
Change+5 (+1%)
Value$248.1K (+$8.4K)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
INCREASED
Shares353 from 349
Change+4 (+1%)
Value$252.6K (+$13.1K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$246.6K (+$4.9K)
Filed 2026-10-09
Keudell ison Wealth Management
NEW
Shares351
Change+351
Value$246.0K
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares351 from 704
Change-353 (-50%)
Value$246.0K (-$237.5K)
Filed 2026-10-15
Fusion Capital, LLC
DECREASED
Shares351 from 358
Change-7 (-2%)
Value$246.2K (+$619)
Filed 2026-10-28
Boomfish Wealth Group, LLC
DECREASED
Shares351 from 357
Change-6 (-2%)
Value$246.0K (+$811)
Filed 2026-10-22
Mindset Wealth Management, LLC
INCREASED
Shares350 from 336
Change+14 (+4%)
Value$245.3K (+$14.5K)
Filed 2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$245.3K (+$4.9K)
Filed 2026-11-03
Cadinha & Co LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$245.3K (+$4.9K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
DECREASED
Shares349 from 376
Change-27 (-7%)
Value$244.5K (-$12.5K)
Filed 2026-11-06
One Advisory Partners, LLC
INCREASED
Shares347 from 341
Change+6 (+2%)
Value$243.2K (+$9.0K)
Filed 2026-10-22
Mueller Wealth, LLC
NEW
Shares346
Change+346
Value$242.7K
Filed 2026-11-05
Hummer Financial Advisory Services Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$241.8K (+$4.8K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares344
Change+344
Value$241.6K
Filed 2026-10-28
Wealth Analytics Partners, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$239.7K (+$3.3K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
INCREASED
Shares338 from 328
Change+10 (+3%)
Value$236.6K (+$11.4K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
DECREASED
Shares337 from 352
Change-15 (-4%)
Value$236.5K (-$5.6K)
Filed 2026-10-21
Sicart Associates LLC
DECREASED
Shares336 from 416
Change-80 (-19%)
Value$235.7K (-$50.0K)
Filed 2026-10-29
HRC Wealth Management, LLC
INCREASED
Shares336 from 335
Change+1 (+0%)
Value$235.5K (+$5.3K)
Filed 2026-10-16
Tenzing Financial LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$236.7K (+$4.7K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
NEW
Shares335
Change+335
Value$234.6K
Filed 2026-11-04
Evergreen Advisors, LLC
NEW
Shares334
Change+334
Value$234.1K
Filed 2026-10-28
Baskin Financial Services Inc.
DECREASED
Shares334 from 375
Change-41 (-11%)
Value$234 (-$24)
Filed 2026-10-19
Inlight Wealth Management, LLC
DECREASED
Shares334 from 369
Change-35 (-9%)
Value$234.4K (-$19.3K)
Filed 2026-10-21
Thompson Investment Management, Inc.
INCREASED
Shares333 from 332
Change+1 (+0%)
Value$233.5K (+$5.4K)
Filed 2026-10-14
Retiremitten Financial LLC
NEW
Shares332
Change+332
Value$235.7K
Filed 2026-11-05
Strategic Equity Management
DECREASED
Shares331 from 473
Change-142 (-30%)
Value$232.0K (-$93.2K)
Filed 2026-11-04
Triune Financial Partners, LLC
INCREASED
Shares331 from 330
Change+1 (+0%)
Value$232.2K (+$5.2K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares329
Change+329
Value$230.6K
Filed 2026-11-06
Clearwater Capital Advisors, LLC
INCREASED
Shares329 from 306
Change+23 (+8%)
Value$230.9K (+$20.6K)
Filed 2026-11-06
Armstrong Henry H Associates Inc
DECREASED
Shares328 from 418
Change-90 (-22%)
Value$230.1K (-$57.1K)
Filed 2026-10-07
Elyxium Wealth, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$229.7K (+$4.6K)
Filed 2026-10-27
Avant Financial Advisors LLC
NEW
Shares327
Change+327
Value$229.5K
Filed 2026-11-02
Ironwood Wealth Management, Llc.
INCREASED
Shares327 from 211
Change+116 (+55%)
Value$229.0K (+$83.8K)
Filed 2026-10-28
Shore Point Advisors, LLC
NEW
Shares326
Change+326
Value$228.8K
Filed 2026-10-14
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$227.8K (+$4.6K)
Filed 2026-10-20
American State Bank (Iowa)
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$227.8K (+$4.6K)
Filed 2026-11-03
Argos Wealth Advisors, LLC
NEW
Shares322
Change+322
Value$225.7K
Filed 2026-11-02
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares322 from 321
Change+1 (+0%)
Value$225.4K (+$5.1K)
Filed 2026-10-09
Atlas Private Wealth Advisors
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$225.2K (+$5.0K)
Filed 2026-10-23
Kings Path Partners LLC
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$224.1K (+$4.9K)
Filed 2026-10-21
OmniStar Financial Group, Inc.
INCREASED
Shares317 from 311
Change+6 (+2%)
Value$222.5K (+$8.9K)
Filed 2026-10-26
Shah Wealth Advisors, LLC
INCREASED
Shares316 from 307
Change+9 (+3%)
Value$221.2K (+$10.5K)
Filed 2026-11-06
Johnson & White Wealth Management, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$220.8K (+$4.4K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$220.8K (+$4.4K)
Filed 2026-10-19
Kelly Financial Services LLC
NEW
Shares314
Change+314
Value$220.1K
Filed 2026-10-20
Investment Management Trust, LLC
INCREASED
Shares314 from 313
Change+1 (+0%)
Value$219.7K (+$5.0K)
Filed 2026-11-05
Todd Wealth Management, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$220.0K (+$4.5K)
Filed 2026-10-19
Lewis Asset Management, LLC
NEW
Shares313
Change+313
Value$219.2K
Filed 2026-10-14
Auxano Advisors, LLC
DECREASED
Shares312 from 323
Change-11 (-3%)
Value$218.8K (-$3.2K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares310 from 295
Change+15 (+5%)
Value$217.2K (+$14.7K)
Filed 2026-10-01
Baxter Bros Inc
NEW
Shares309
Change+309
Value$216.5K
Filed 2026-11-04
Sensenig Capital Advisors, Inc
NEW
Shares309
Change+309
Value$216.3K
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares309 from 111
Change+198 (+178%)
Value$216.6K (+$140.3K)
Filed 2026-10-28
Trademark Financial Management, LLC
DECREASED
Shares309 from 310
Change-1 (0%)
Value$216.6K (+$3.7K)
Filed 2026-10-23
Guidance Point Advisors, LLC
INCREASED
Shares308 from 307
Change+1 (+0%)
Value$216.7K (+$4.9K)
Filed 2026-10-15
Ring Mountain Capital, LLC
NEW
Shares307
Change+307
Value$215.1K
Filed 2026-10-13
North Berkeley Wealth Management, LLC
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$214.9K (+$4.6K)
Filed 2026-11-02
Financial & Tax Architects, LLC
DECREASED
Shares305 from 8,308
Change-8,003 (-96%)
Value$213.9K (-$5.5M)
Filed 2026-10-15
SWP Financial LLC
DECREASED
Shares305 from 312
Change-7 (-2%)
Value$213.8K (-$523)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
NEW
Shares304
Change+304
Value$213.5K
Filed 2026-10-16
Bauman Advisory Group, LLC
INCREASED
Shares304 from 299
Change+5 (+2%)
Value$213.4K (+$8.2K)
Filed 2026-10-29
Veltria Advisors Corp.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$213.1K (+$4.3K)
Filed 2026-11-05
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$212.8K (+$4.3K)
Filed 2026-11-06
Dorato Capital Management
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$215.7K (+$6.2K)
Filed 2026-10-08
Barlow Wealth Partners, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$215.6K (+$9.3K)
Filed 2026-10-15
Jacksonville Wealth Management, LLC
NEW
Shares300
Change+300
Value$210.2K
Filed 2026-10-30
Providence First Trust Co
NEW
Shares300
Change+300
Value$210.3K
Filed 2026-11-02
BAM Wealth Management, LLC
INCREASED
Shares300 from 298
Change+2 (+1%)
Value$210.3K (+$5.6K)
Filed 2026-10-15
Garner Asset Management Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$210.8K (+$5.0K)
Filed 2026-10-30
Clear Retirement Advice LLC
NEW
Shares299
Change+299
Value$209.6K
Filed 2026-10-22
Sonata Capital Group Inc
NEW
Shares299
Change+299
Value$209.6K
Filed 2026-10-19
Arbor Investment Advisors, LLC
NEW
Shares299
Change+299
Value$209.4K
Filed 2026-10-26
Smith Asset Management Co., LLC
NEW
Shares298
Change+298
Value$208.9K
Filed 2026-10-16
New Harbor Financial Group, LLC
DECREASED
Shares298 from 309
Change-11 (-4%)
Value$208.9K (-$3.4K)
Filed 2026-10-22
Wespac Advisors SoCal, LLC
DECREASED
Shares297 from 308
Change-11 (-4%)
Value$208.3K (-$3.1K)
Filed 2026-10-13
Semitam Bonam LLC
DECREASED
Shares297 from 303
Change-6 (-2%)
Value$208.1K (+$129)
Filed 2026-10-27
Lantz Financial LLC
INCREASED
Shares297 from 296
Change+1 (+0%)
Value$207.8K (+$4.2K)
Filed 2026-10-15
Cardinal Capital Management
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$208.2K (+$4.2K)
Filed 2026-10-21
Knuff & Co LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$207.5K (+$4.2K)
Filed 2026-11-06
BostonPremier Wealth LLC
NEW
Shares295
Change+295
Value$206.4K
Filed 2026-10-16
Chiron Capital Management, LLC
DECREASED
Shares295 from 1,449
Change-1,154 (-80%)
Value$206.7K (-$788.4K)
Filed 2026-10-15
Congress Park Capital LLC
DECREASED
Shares295 from 296
Change-1 (0%)
Value$206.4K (+$3.0K)
Filed 2026-10-13
Advocate Group LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$207.1K (+$4.2K)
Filed 2026-10-19
Wagner Wealth Management, LLC
DECREASED
Shares294 from 546
Change-252 (-46%)
Value$205.7K (-$169.3K)
Filed 2026-10-21
Davis Capital Management
DECREASED
Shares292 from 301
Change-9 (-3%)
Value$204.8K (-$2.0K)
Filed 2026-10-08
Algorithmic Investment Models, LLC
NEW
Shares291
Change+291
Value$204.0K
Filed 2026-11-04
Certior Financial Group, LLC
DECREASED
Shares291 from 307
Change-16 (-5%)
Value$203.7K (-$7.5K)
Filed 2026-10-19
Parker Financial LLC
NEW
Shares290
Change+290
Value$203.2K
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares290 from 374
Change-84 (-22%)
Value$203.2K (-$53.6K)
Filed 2026-11-02
Alessandra Capital Management, LLC
DECREASED
Shares290 from 320
Change-30 (-9%)
Value$203.3K (-$16.5K)
Filed 2026-10-30
Murphy Pohlad Asset Management LLC
NEW
Shares289
Change+289
Value$203.0K
Filed 2026-10-22
LWM Advisors Inc
NEW
Shares288
Change+288
Value$201.5K
Filed 2026-10-08
Disciplined Equity Management, Inc.
NEW
Shares288
Change+288
Value$201.8K
Filed 2026-10-14
Aldebaran Financial Inc.
NEW
Shares287
Change+287
Value$201.1K
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
NEW
Shares286
Change+286
Value$200.8K
Filed 2026-10-22
Frisco Financial Planning LLC
INCREASED
Shares285 from 263
Change+22 (+8%)
Value$199.9K (+$19.6K)
Filed 2026-10-05
North Capital, Inc.
NEW
Shares284
Change+284
Value$203.2K
Filed 2026-10-16
Elevation Wealth Partners, LLC
DECREASED
Shares282 from 290
Change-8 (-3%)
Value$197.6K (-$1.4K)
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$196.2K (+$3.9K)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares270 from 249
Change+21 (+8%)
Value$189.2K (+$18.2K)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$188.4K (+$3.8K)
Filed 2026-11-02
Financial Management Professionals, Inc.
DECREASED
Shares265 from 326
Change-61 (-19%)
Value$185.4K (-$38.6K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares256 from 232
Change+24 (+10%)
Value$179.5K (+$20.3K)
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares250
Change+250
Value$175.3K
Filed 2026-10-13
James T. Borello RIA
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$172.9K (+$3.5K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares240
Change+240
Value$168.2K
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares240
Change+240
Value$168.2K
Filed 2026-10-22
BankChampaign, National Association
INCREASED
Shares240 from 118
Change+122 (+103%)
Value$168.2K (+$87.2K)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares226
Change+226
Value$161.6K
Filed 2026-10-13
POM Investment Strategies, LLC
DECREASED
Shares221 from 231
Change-10 (-4%)
Value$155.0K (-$3.8K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED
Shares220 from 150
Change+70 (+47%)
Value$153.9K (+$50.9K)
Filed 2026-11-03
Frankly Finances, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$154.2K (+$3.1K)
Filed 2026-10-28
Your Advocates Ltd., LLP
DECREASED
Shares218 from 264
Change-46 (-17%)
Value$152.6K (-$28.4K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares216 from 194
Change+22 (+11%)
Value$151.8K (+$18.5K)
Filed 2026-10-16
Breakwater Investment Management
DECREASED
Shares212 from 219
Change-7 (-3%)
Value$148.6K (-$1.8K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
INCREASED
Shares204 from 196
Change+8 (+4%)
Value$143.1K (+$8.4K)
Filed 2026-11-04
Spirit of America Management Corp
DECREASED
Shares201 from 138,463
Change-138,262 (-100%)
Value$143.7K (+$143.5K)
Filed 2026-10-14
Gold Investment Management Ltd.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$139.4K (+$2.8K)
Filed 2026-10-19
Bulwark Capital Corp
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$137.4K (+$2.8K)
Filed 2026-10-13
Mainstream Capital Management LLC
NEW
Shares192
Change+192
Value$134.6K
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$127.6K (+$2.6K)
Filed 2026-10-29
Goodman Advisory Group, LLC
NEW
Shares180
Change+180
Value$126.2K
Filed 2026-11-02
Horizon Financial Services, LLC
INCREASED
Shares176 from 71
Change+105 (+148%)
Value$123.4K (+$74.6K)
Filed 2026-11-04
Bank & Trust Co
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$120.5K (+$2.4K)
Filed 2026-10-07
Provident Wealth Management, LLC
DECREASED
Shares166 from 343
Change-177 (-52%)
Value$116.3K (-$119.2K)
Filed 2026-10-20
GGM Financial LLC
INCREASED
Shares165 from 164
Change+1 (+1%)
Value$115.4K (+$2.5K)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$115.9K (+$2.5K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$113 (+$2)
Filed 2026-10-27
Sarver Vrooman Wealth Advisors
NEW
Shares157
Change+157
Value$110.0K
Filed 2026-10-01
Contravisory Investment Management, Inc.
INCREASED
Shares150 from 61
Change+89 (+146%)
Value$105.5K (+$63.6K)
Filed 2026-10-13
Acima Private Wealth, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$105.1K (+$2.1K)
Filed 2026-10-05
True Wealth Design, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$104.4K (+$2.1K)
Filed 2026-10-13
Mechanics Financial Corp
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$104.4K (+$2.1K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares148 from 178
Change-30 (-17%)
Value$103.7K (-$18.5K)
Filed 2026-10-27
Weaver Capital Management LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$103.2K (+$15.4K)
Filed 2026-10-15
Noble Wealth Management PBC
INCREASED
Shares146 from 141
Change+5 (+4%)
Value$102.5K (+$5.5K)
Filed 2026-10-01
Vision Financial Markets LLC
INCREASED
Shares145 from 141
Change+4 (+3%)
Value$101.9K (+$5.3K)
Filed 2026-10-22
CGC Financial Services, LLC
DECREASED
Shares143 from 165
Change-22 (-13%)
Value$100.2K (-$13.1K)
Filed 2026-10-13
PFS Partners, LLC
DECREASED
Shares143 from 144
Change-1 (-1%)
Value$100.4K (+$1.5K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$97.8K (+$2.0K)
Filed 2026-10-28
Friedenthal Financial
INCREASED
Shares137 from 20
Change+117 (+585%)
Value$96.2K (+$82.3K)
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares125 from 55
Change+70 (+127%)
Value$88.1K (+$50.3K)
Filed 2026-10-30
Miller Global Investments, LLC
INCREASED
Shares114 from 14
Change+100 (+714%)
Value$80.1K (+$70.3K)
Filed 2026-10-02
Vima LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$79.9K (+$1.8K)
Filed 2026-10-23
Navigoe, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$79 (-$77.9K)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares111
Change+111
Value$78.0K
Filed 2026-10-30
Lynch Asset Management, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$77.1K (+$1.5K)
Filed 2026-10-28
Zeit Capital LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$75.0K (+$1.5K)
Filed 2026-10-19
Redwood Park Advisors LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$74.4K (+$1.7K)
Filed 2026-11-02
Hoey Investments, Inc
INCREASED
Shares99 from 95
Change+4 (+4%)
Value$69.4K (+$4.1K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$69.6K (+$1.6K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
DECREASED
Shares95 from 105
Change-10 (-10%)
Value$66.4K (-$6.1K)
Filed 2026-11-04
Affinity Wealth LLC
NEW
Shares94
Change+94
Value$65.7K
Filed 2026-11-03
Raleigh Capital Management Inc.
NEW
Shares91
Change+91
Value$63.9K
Filed 2026-10-28
Eukles Asset Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$63.1K (+$1.3K)
Filed 2026-11-04
EPG Wealth Management LLC
DECREASED
Shares88 from 130
Change-42 (-32%)
Value$62.0K (-$27.3K)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$62.0K (+$1.3K)
Filed 2026-10-19
Quaker Wealth Management, LLC
DECREASED
Shares87 from 110
Change-23 (-21%)
Value$61.3K (-$14.5K)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$61.2K (+$1.2K)
Filed 2026-11-03
Arjuna Capital
NEW
Shares85
Change+85
Value$59.7K
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares84
Change+84
Value$58.9K
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$58.2K (+$1.2K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
INCREASED
Shares68 from 53
Change+15 (+28%)
Value$47.3K (+$10.7K)
Filed 2026-10-29
Global Trust Asset Management, LLC
INCREASED
Shares67 from 66
Change+1 (+2%)
Value$46.7K (+$1.1K)
Filed 2026-10-19
Kozak & Associates, Inc.
INCREASED
Shares63 from 57
Change+6 (+11%)
Value$44.7K (+$5.7K)
Filed 2026-10-29
Elevate Wealth Advisory, Inc
NEW
Shares61
Change+61
Value$42.8K
Filed 2026-10-29
Strategic Advocates LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$40.3K (+$807)
Filed 2026-11-03
Carota Wealth Management
NEW
Shares56
Change+56
Value$39.2K
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$38.1K (+$859)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares52 from 42
Change+10 (+24%)
Value$36.2K (+$7.7K)
Filed 2026-10-14
Valued Wealth Advisors LLC
INCREASED
Shares45 from 17
Change+28 (+165%)
Value$31.5K (+$19.9K)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$26.6K (+$534)
Filed 2026-10-08
Birch Capital Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$25.9K (+$520)
Filed 2026-10-27
Torren Management, LLC
NEW
Shares35
Change+35
Value$24.5K
Filed 2026-10-29
RHL Group, LLC
DECREASED
Shares35 from 48
Change-13 (-27%)
Value$24.5K (-$8.4K)
Filed 2026-11-04
StrongBox Wealth, LLC
INCREASED
Shares35 from 34
Change+1 (+3%)
Value$24.5K (+$1.2K)
Filed 2026-11-02
Burkett Financial Services, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$25.1K (+$567)
Filed 2026-10-01
Miller Wealth Advisors, LLC
INCREASED
Shares34 from 33
Change+1 (+3%)
Value$23.5K (+$578)
Filed 2026-11-02
Milestone Investment Advisors LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$23.8K (+$478)
Filed 2026-11-05
Blueline Advisors LLC
NEW
Shares33
Change+33
Value$22.9K
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$18 (-$17.0K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares24
Change+24
Value$16.8K
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
NEW
Shares20
Change+20
Value$14.1K
Filed 2026-10-23
Bare Financial Services, Inc
DECREASED
Shares18 from 30
Change-12 (-40%)
Value$12.6K (-$8.0K)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$12.1K (+$242)
Filed 2026-10-30
Cardinal Strategic Wealth Guidance
NEW
Shares14
Change+14
Value$9.8K
Filed 2026-11-02
Cedar Mountain Advisors, LLC
DECREASED
Shares14 from 77
Change-63 (-82%)
Value$9.9K (-$43.1K)
Filed 2026-10-15
Sherman Asset Management, Inc.
DECREASED
Shares14 from 16
Change-2 (-12%)
Value$9.8K (-$1.2K)
Filed 2026-11-05
New England Capital Financial Advisors LLC
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$9.8K (-$490)
Filed 2026-11-03
Arvest Investments, Inc.
DECREASED
Shares13 from 18
Change-5 (-28%)
Value$9.1K (-$3.3K)
Filed 2026-10-21
Winthrop Capital Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$9.1K (+$111)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$8.4K
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$8.5K (-$50)
Filed 2026-10-30
Granville Capital, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$4.9K (+$98)
Filed 2026-11-05
CKW Financial Group
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$4 (-$1)
Filed 2026-10-29
10Elms LLP
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.5K (+$71)
Filed 2026-11-06
Bernzott Capital Advisors
NEW
Shares1
Change+1
Value$701
Filed 2026-10-29
Decker Retirement Planning Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$701 (+$14)
Filed 2026-10-19
Afbi LP
CLOSED
Shares0 from 309,100
Change-309,100 (-100%)
Value$0 (-$212.3M)
Filed 2026-11-06
TRB Advisors LP
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$103.0M)
Filed 2026-11-03
Jefferies Financial Group Inc.
CLOSED
Shares0 from 115,167
Change-115,167 (-100%)
Value$0 (-$79.1M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 68,269
Change-68,269 (-100%)
Value$0 (-$46.6M)
Filed 2026-10-16
WealthCare Asset Management, LLC
CLOSED
Shares0 from 59,474
Change-59,474 (-100%)
Value$0 (-$40.8M)
Filed 2026-10-26
Hikari Power Ltd
CLOSED
Shares0 from 19,200
Change-19,200 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-30
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 18,075
Change-18,075 (-100%)
Value$0 (-$12.4M)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 10,742
Change-10,742 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-16
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
Provident Investment Management, Inc.
CLOSED
Shares0 from 3,731
Change-3,731 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-23
Sunesis Advisors, LLC
CLOSED
Shares0 from 2,965
Change-2,965 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,701
Change-2,701 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-19
Doliver Advisors, LP
CLOSED
Shares0 from 2,213
Change-2,213 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-01
OceanIQ Capital, LLC
CLOSED
Shares0 from 1,764
Change-1,764 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-19
Northcape Wealth Management, LLC
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$789.8K)
Filed 2026-11-04
Kelleher Financial Advisors
CLOSED
Shares0 from 1,119
Change-1,119 (-100%)
Value$0 (-$768.5K)
Filed 2026-10-30
Philip James Wealth Mangement, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$645.8K)
Filed 2026-10-27
Golden Reserve Retirement LLC
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$600.3K)
Filed 2026-11-02
Taylor Financial Group, Inc.
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$595.6K)
Filed 2026-11-02
Newport Capital Group, LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$578.1K)
Filed 2026-10-16
Excalibur Management Corp
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$532.3K)
Filed 2026-11-02
HBE Wealth Management, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$405.9K)
Filed 2026-11-06
Rockport Wealth LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$379.8K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$353.7K)
Filed 2026-10-08
Opus Financial Solutions LLC
CLOSED
Shares0 from 512
Change-512 (-100%)
Value$0 (-$351.6K)
Filed 2026-11-06
VCI Wealth Management LLC
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$350.3K)
Filed 2026-10-29
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$347.5K)
Filed 2026-10-09
Burke & Herbert Bank & Trust Co
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$344.8K)
Filed 2026-11-02
Oak Grove Capital LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$343.4K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$288.2K)
Filed 2026-11-05
PUREfi Wealth, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$287.8K)
Filed 2026-10-19
Core Wealth Management, Inc.
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$283.7K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$276.1K)
Filed 2026-10-16
Mainsail Asset Management, LLC
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$250.0K)
Filed 2026-10-14
GLR Partners, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$240.4K)
Filed 2026-11-04
Brown Financial Advisory
CLOSED
Shares0 from 335
Change-335 (-100%)
Value$0 (-$229.8K)
Filed 2026-11-05
Global Trust Wealth Management LLC
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-14
Old Mission Investment Co LLC
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-22
Corrado Advisors, LLC
CLOSED
Shares0 from 316
Change-316 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-27
Seven Post Investment Office LP
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-26
Stonehearth Capital Management, LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-21
Eagle Bluffs Wealth Management LLC
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-20
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$160.7K)
Filed 2026-10-07
Founders Capital Management
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$87.9K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$53.2K)
Filed 2026-10-26
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$43.3K)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$39.1K)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$687)
Filed 2026-10-09
Alaska Permanent Fund Corp
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$944.4K (+$383.3K)
Filed 2026-10-29
Vanguard Global Advisers, LLC
N/A
Shares— from 41,269,848
Change-41,269,848 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,148,382
Change-31,148,382 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 30,713,968
Change-30,713,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,849,974
Change-27,849,974 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,882,329
Change-24,882,329 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,987,874
Change-23,987,874 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 18,541,326
Change-18,541,326 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,458,745
Change-15,458,745 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,822,531
Change-10,822,531 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 9,716,948
Change-9,716,948 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,401,516
Change-8,401,516 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 7,762,285
Change-7,762,285 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,461,383
Change-6,461,383 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,462,185
Change-5,462,185 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,299,979
Change-5,299,979 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,773,701
Change-4,773,701 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 4,469,484
Change-4,469,484 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,384,186
Change-4,384,186 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 4,290,863
Change-4,290,863 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 3,880,748
Change-3,880,748 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,216,197
Change-3,216,197 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,758,297
Change-2,758,297 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 2,754,197
Change-2,754,197 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,688,933
Change-2,688,933 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,380,406
Change-2,380,406 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,282,662
Change-2,282,662 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,217,564
Change-2,217,564 (-100%)
Value—
FJ Investments, LLC
N/A
Shares— from 2,108,696
Change-2,108,696 (-100%)
Value—
Bank of Korea
N/A
Shares— from 1,923,442
Change-1,923,442 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 1,921,146
Change-1,921,146 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,891,310
Change-1,891,310 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,843,153
Change-1,843,153 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,825,001
Change-1,825,001 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,667,490
Change-1,667,490 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,632,523
Change-1,632,523 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,606,745
Change-1,606,745 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,569,585
Change-1,569,585 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,501,826
Change-1,501,826 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,500,334
Change-1,500,334 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,472,234
Change-1,472,234 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,469,667
Change-1,469,667 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,464,441
Change-1,464,441 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,452,227
Change-1,452,227 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,449,018
Change-1,449,018 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,406,914
Change-1,406,914 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,292,710
Change-1,292,710 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 1,223,510
Change-1,223,510 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,219,824
Change-1,219,824 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,197,901
Change-1,197,901 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,176,174
Change-1,176,174 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,154,326
Change-1,154,326 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 1,132,544
Change-1,132,544 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 1,022,597
Change-1,022,597 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 970,022
Change-970,022 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 944,467
Change-944,467 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 944,297
Change-944,297 (-100%)
Value—
Pandi, LLC
N/A
Shares— from 942,369
Change-942,369 (-100%)
Value—
Nepc LLC
N/A
Shares— from 941,895
Change-941,895 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 892,933
Change-892,933 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 883,355
Change-883,355 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 857,924
Change-857,924 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 853,265
Change-853,265 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 845,691
Change-845,691 (-100%)
Value—
Call To Action Foundation
N/A
Shares— from 842,980
Change-842,980 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 816,784
Change-816,784 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 771,671
Change-771,671 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 770,657
Change-770,657 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 770,596
Change-770,596 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 749,797
Change-749,797 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 743,013
Change-743,013 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 733,080
Change-733,080 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 731,870
Change-731,870 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 717,731
Change-717,731 (-100%)
Value—
FMR LLC
N/A
Shares— from 716,941
Change-716,941 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 684,968
Change-684,968 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 643,313
Change-643,313 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 640,887
Change-640,887 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 621,921
Change-621,921 (-100%)
Value—
Investure, LLC
N/A
Shares— from 617,166
Change-617,166 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 614,271
Change-614,271 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 609,865
Change-609,865 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 606,086
Change-606,086 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 599,760
Change-599,760 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 592,238
Change-592,238 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 575,720
Change-575,720 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 560,071
Change-560,071 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 557,683
Change-557,683 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 552,132
Change-552,132 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 550,176
Change-550,176 (-100%)
Value—
Ossiam
N/A
Shares— from 550,000
Change-550,000 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 547,145
Change-547,145 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 538,489
Change-538,489 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 533,520
Change-533,520 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 521,959
Change-521,959 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 514,982
Change-514,982 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 509,121
Change-509,121 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 508,379
Change-508,379 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 505,167
Change-505,167 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 486,164
Change-486,164 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 474,935
Change-474,935 (-100%)
Value—
Stephens Greth Foundation
N/A
Shares— from 464,837
Change-464,837 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 464,796
Change-464,796 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 458,381
Change-458,381 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 450,098
Change-450,098 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 448,017
Change-448,017 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 445,115
Change-445,115 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 441,653
Change-441,653 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 433,099
Change-433,099 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 432,842
Change-432,842 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 430,074
Change-430,074 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 427,902
Change-427,902 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 423,413
Change-423,413 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 422,331
Change-422,331 (-100%)
Value—
Blair William & Co
N/A
Shares— from 419,372
Change-419,372 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 414,994
Change-414,994 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 411,578
Change-411,578 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 397,829
Change-397,829 (-100%)
Value—
Betterment LLC
N/A
Shares— from 385,170
Change-385,170 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 380,227
Change-380,227 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 371,024
Change-371,024 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 366,496
Change-366,496 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 361,789
Change-361,789 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 361,351
Change-361,351 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 360,451
Change-360,451 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 357,401
Change-357,401 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 355,449
Change-355,449 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 353,867
Change-353,867 (-100%)
Value—
&partners
N/A
Shares— from 353,195
Change-353,195 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 349,813
Change-349,813 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 342,986
Change-342,986 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 341,085
Change-341,085 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 340,560
Change-340,560 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 340,287
Change-340,287 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 332,032
Change-332,032 (-100%)
Value—
WIT, LLC
N/A
Shares— from 330,403
Change-330,403 (-100%)
Value—
Wallace Foundation
N/A
Shares— from 330,139
Change-330,139 (-100%)
Value—
First American Financial Corp
N/A
Shares— from 326,076
Change-326,076 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 321,956
Change-321,956 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 313,430
Change-313,430 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 312,492
Change-312,492 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 311,851
Change-311,851 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 299,596
Change-299,596 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 291,353
Change-291,353 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 290,969
Change-290,969 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 287,374
Change-287,374 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 286,579
Change-286,579 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 286,051
Change-286,051 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 285,055
Change-285,055 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 283,931
Change-283,931 (-100%)
Value—
American Trust
N/A
Shares— from 283,744
Change-283,744 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 279,177
Change-279,177 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 277,910
Change-277,910 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 277,855
Change-277,855 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 276,737
Change-276,737 (-100%)
Value—
Fairfield University
N/A
Shares— from 272,430
Change-272,430 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 266,610
Change-266,610 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 253,312
Change-253,312 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 253,227
Change-253,227 (-100%)
Value—
Sentry Investment Management LLC
N/A
Shares— from 244,554
Change-244,554 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 244,172
Change-244,172 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 243,800
Change-243,800 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 243,721
Change-243,721 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 236,304
Change-236,304 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 235,658
Change-235,658 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 234,959
Change-234,959 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 232,429
Change-232,429 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 230,142
Change-230,142 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 228,001
Change-228,001 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 220,750
Change-220,750 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 219,510
Change-219,510 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 218,387
Change-218,387 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 217,810
Change-217,810 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 212,750
Change-212,750 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 212,237
Change-212,237 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 209,049
Change-209,049 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 202,961
Change-202,961 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 199,754
Change-199,754 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 197,323
Change-197,323 (-100%)
Value—
Commerce Bank
N/A
Shares— from 195,515
Change-195,515 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 194,593
Change-194,593 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 191,152
Change-191,152 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 189,201
Change-189,201 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 188,831
Change-188,831 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 185,563
Change-185,563 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 185,198
Change-185,198 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 185,055
Change-185,055 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 183,608
Change-183,608 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 182,723
Change-182,723 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 179,471
Change-179,471 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 178,743
Change-178,743 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 176,300
Change-176,300 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 172,980
Change-172,980 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 172,958
Change-172,958 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 167,582
Change-167,582 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 166,503
Change-166,503 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 166,411
Change-166,411 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 165,235
Change-165,235 (-100%)
Value—
Ironclad Investments LLC
N/A
Shares— from 164,258
Change-164,258 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 162,462
Change-162,462 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 161,357
Change-161,357 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 157,778
Change-157,778 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 156,519
Change-156,519 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 156,472
Change-156,472 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 156,202
Change-156,202 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 151,611
Change-151,611 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 151,524
Change-151,524 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 149,956
Change-149,956 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 147,401
Change-147,401 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 146,121
Change-146,121 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 144,159
Change-144,159 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 144,155
Change-144,155 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 143,107
Change-143,107 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 141,560
Change-141,560 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 141,343
Change-141,343 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 139,492
Change-139,492 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 138,584
Change-138,584 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 134,610
Change-134,610 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 132,090
Change-132,090 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 128,996
Change-128,996 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 128,542
Change-128,542 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 127,028
Change-127,028 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 125,554
Change-125,554 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 123,620
Change-123,620 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 122,978
Change-122,978 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 122,838
Change-122,838 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 120,974
Change-120,974 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 120,533
Change-120,533 (-100%)
Value—
Prudential PLC
N/A
Shares— from 119,532
Change-119,532 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 119,493
Change-119,493 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 119,369
Change-119,369 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 116,864
Change-116,864 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 116,162
Change-116,162 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 115,381
Change-115,381 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 115,207
Change-115,207 (-100%)
Value—
Pandowealth. LLC
N/A
Shares— from 113,472
Change-113,472 (-100%)
Value—
Stephens Inc
N/A
Shares— from 113,290
Change-113,290 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 113,098
Change-113,098 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 111,345
Change-111,345 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 110,951
Change-110,951 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 106,585
Change-106,585 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 106,152
Change-106,152 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 105,611
Change-105,611 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 105,568
Change-105,568 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 103,990
Change-103,990 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 103,300
Change-103,300 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 101,967
Change-101,967 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 100,535
Change-100,535 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 99,947
Change-99,947 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 99,123
Change-99,123 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 97,638
Change-97,638 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 97,277
Change-97,277 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 97,191
Change-97,191 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 96,708
Change-96,708 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 96,457
Change-96,457 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 96,131
Change-96,131 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 94,960
Change-94,960 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 92,692
Change-92,692 (-100%)
Value—
Optas, LLC
N/A
Shares— from 92,073
Change-92,073 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 92,063
Change-92,063 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 91,404
Change-91,404 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 90,453
Change-90,453 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 90,423
Change-90,423 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 88,406
Change-88,406 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 87,648
Change-87,648 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 87,117
Change-87,117 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 86,890
Change-86,890 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 84,891
Change-84,891 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 84,508
Change-84,508 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 84,212
Change-84,212 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 83,414
Change-83,414 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 83,223
Change-83,223 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 82,963
Change-82,963 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 82,364
Change-82,364 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 82,114
Change-82,114 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 81,861
Change-81,861 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 81,566
Change-81,566 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 79,623
Change-79,623 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 79,595
Change-79,595 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 79,327
Change-79,327 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 79,256
Change-79,256 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 79,109
Change-79,109 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 77,222
Change-77,222 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 77,057
Change-77,057 (-100%)
Value—
Lepercq De Neuflize Asset Management LLC
N/A
Shares— from 76,411
Change-76,411 (-100%)
Value—
Allianz SE
N/A
Shares— from 75,646
Change-75,646 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 74,410
Change-74,410 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73,634
Change-73,634 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 72,166
Change-72,166 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 71,908
Change-71,908 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 70,918
Change-70,918 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 70,775
Change-70,775 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 70,652
Change-70,652 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 69,531
Change-69,531 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 68,323
Change-68,323 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 67,651
Change-67,651 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 66,972
Change-66,972 (-100%)
Value—
Power Alpha Investment Ltd
N/A
Shares— from 66,600
Change-66,600 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 66,567
Change-66,567 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 64,399
Change-64,399 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 63,916
Change-63,916 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 63,597
Change-63,597 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 63,587
Change-63,587 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 63,511
Change-63,511 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 63,463
Change-63,463 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 62,537
Change-62,537 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 61,985
Change-61,985 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 61,884
Change-61,884 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 61,398
Change-61,398 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 61,299
Change-61,299 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 60,977
Change-60,977 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 60,362
Change-60,362 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 60,275
Change-60,275 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 60,032
Change-60,032 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59,787
Change-59,787 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 59,625
Change-59,625 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 58,597
Change-58,597 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 58,334
Change-58,334 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 58,299
Change-58,299 (-100%)
Value—
EFG International AG
N/A
Shares— from 57,863
Change-57,863 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 57,684
Change-57,684 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 57,356
Change-57,356 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,023
Change-57,023 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 56,901
Change-56,901 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 56,453
Change-56,453 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 56,066
Change-56,066 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 55,497
Change-55,497 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 54,420
Change-54,420 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 53,991
Change-53,991 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 53,048
Change-53,048 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 52,989
Change-52,989 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 51,152
Change-51,152 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 50,707
Change-50,707 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 50,233
Change-50,233 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 49,891
Change-49,891 (-100%)
Value—
Diana Davis Spencer Foundation
N/A
Shares— from 49,829
Change-49,829 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 49,584
Change-49,584 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 47,832
Change-47,832 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 47,801
Change-47,801 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 47,754
Change-47,754 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 47,427
Change-47,427 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 46,914
Change-46,914 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 46,801
Change-46,801 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,751
Change-46,751 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 46,736
Change-46,736 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 46,724
Change-46,724 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 46,610
Change-46,610 (-100%)
Value—
Members Trust Co
N/A
Shares— from 45,442
Change-45,442 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 44,484
Change-44,484 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 44,414
Change-44,414 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 44,369
Change-44,369 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 44,351
Change-44,351 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 44,132
Change-44,132 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 43,380
Change-43,380 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 43,237
Change-43,237 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 42,891
Change-42,891 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 42,510
Change-42,510 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 42,506
Change-42,506 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 42,269
Change-42,269 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 42,245
Change-42,245 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 42,054
Change-42,054 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 41,878
Change-41,878 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 41,195
Change-41,195 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 41,162
Change-41,162 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 41,160
Change-41,160 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 41,070
Change-41,070 (-100%)
Value—
EQ LLC
N/A
Shares— from 40,811
Change-40,811 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 40,771
Change-40,771 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 40,743
Change-40,743 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 40,512
Change-40,512 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 40,428
Change-40,428 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 40,333
Change-40,333 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 39,868
Change-39,868 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 39,856
Change-39,856 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 39,046
Change-39,046 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 39,030
Change-39,030 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 39,014
Change-39,014 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 38,860
Change-38,860 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 38,673
Change-38,673 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 38,584
Change-38,584 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 38,315
Change-38,315 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 38,290
Change-38,290 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 37,938
Change-37,938 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 37,820
Change-37,820 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 37,795
Change-37,795 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 37,206
Change-37,206 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 36,903
Change-36,903 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 36,709
Change-36,709 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 36,651
Change-36,651 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 36,618
Change-36,618 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 36,375
Change-36,375 (-100%)
Value—
University of Chicago
N/A
Shares— from 35,927
Change-35,927 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,711
Change-35,711 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 35,640
Change-35,640 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 34,956
Change-34,956 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 34,880
Change-34,880 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 34,813
Change-34,813 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 34,724
Change-34,724 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 34,342
Change-34,342 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 34,081
Change-34,081 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,421
Change-33,421 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 33,134
Change-33,134 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 33,095
Change-33,095 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 33,019
Change-33,019 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 32,752
Change-32,752 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 32,472
Change-32,472 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 32,290
Change-32,290 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,261
Change-32,261 (-100%)
Value—
CSS LLC
N/A
Shares— from 32,210
Change-32,210 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 32,167
Change-32,167 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 32,134
Change-32,134 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 31,862
Change-31,862 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 31,788
Change-31,788 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 31,157
Change-31,157 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 31,097
Change-31,097 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 30,711
Change-30,711 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 30,433
Change-30,433 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 30,110
Change-30,110 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 30,059
Change-30,059 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 30,008
Change-30,008 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 29,840
Change-29,840 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 29,750
Change-29,750 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 29,749
Change-29,749 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 29,717
Change-29,717 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 29,495
Change-29,495 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 29,303
Change-29,303 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 29,157
Change-29,157 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 29,134
Change-29,134 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 29,036
Change-29,036 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 28,909
Change-28,909 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,895
Change-28,895 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 28,818
Change-28,818 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 28,774
Change-28,774 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 28,690
Change-28,690 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 28,646
Change-28,646 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 28,271
Change-28,271 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 28,110
Change-28,110 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 28,062
Change-28,062 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 28,035
Change-28,035 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,030
Change-28,030 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 27,890
Change-27,890 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 27,796
Change-27,796 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 27,475
Change-27,475 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 27,302
Change-27,302 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 26,595
Change-26,595 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 26,062
Change-26,062 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 26,031
Change-26,031 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 25,996
Change-25,996 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 25,910
Change-25,910 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 25,787
Change-25,787 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 25,540
Change-25,540 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 25,521
Change-25,521 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 25,511
Change-25,511 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 25,345
Change-25,345 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 25,231
Change-25,231 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,904
Change-24,904 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 24,772
Change-24,772 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,342
Change-24,342 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 24,165
Change-24,165 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 23,987
Change-23,987 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 23,943
Change-23,943 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 23,936
Change-23,936 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 23,716
Change-23,716 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 23,576
Change-23,576 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 23,371
Change-23,371 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,164
Change-23,164 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 23,153
Change-23,153 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 23,126
Change-23,126 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 22,998
Change-22,998 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,660
Change-22,660 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,560
Change-22,560 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 22,559
Change-22,559 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 22,488
Change-22,488 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 21,838
Change-21,838 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 21,685
Change-21,685 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 21,051
Change-21,051 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,939
Change-20,939 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,795
Change-20,795 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 20,653
Change-20,653 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 20,105
Change-20,105 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 19,952
Change-19,952 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,884
Change-19,884 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 19,529
Change-19,529 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 19,407
Change-19,407 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 19,308
Change-19,308 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 19,274
Change-19,274 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 19,272
Change-19,272 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 19,239
Change-19,239 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,221
Change-19,221 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 19,196
Change-19,196 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 19,059
Change-19,059 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,957
Change-18,957 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 18,555
Change-18,555 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 18,414
Change-18,414 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 18,254
Change-18,254 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,224
Change-18,224 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 17,880
Change-17,880 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 17,295
Change-17,295 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,102
Change-17,102 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 16,853
Change-16,853 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 16,746
Change-16,746 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 16,733
Change-16,733 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 16,720
Change-16,720 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 16,568
Change-16,568 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 16,547
Change-16,547 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 16,539
Change-16,539 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 16,364
Change-16,364 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 16,278
Change-16,278 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 16,273
Change-16,273 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,241
Change-16,241 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 16,170
Change-16,170 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 16,103
Change-16,103 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 16,033
Change-16,033 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,951
Change-15,951 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 15,891
Change-15,891 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 15,870
Change-15,870 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 15,854
Change-15,854 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 15,729
Change-15,729 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,681
Change-15,681 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 15,596
Change-15,596 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 15,529
Change-15,529 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 15,449
Change-15,449 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 15,388
Change-15,388 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 15,234
Change-15,234 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 15,172
Change-15,172 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15,108
Change-15,108 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 15,107
Change-15,107 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 14,936
Change-14,936 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 14,831
Change-14,831 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 14,815
Change-14,815 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 14,701
Change-14,701 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 14,692
Change-14,692 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 14,481
Change-14,481 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 14,316
Change-14,316 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 14,147
Change-14,147 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 14,054
Change-14,054 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 13,810
Change-13,810 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 13,802
Change-13,802 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 13,801
Change-13,801 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 13,748
Change-13,748 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 13,477
Change-13,477 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 13,411
Change-13,411 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 13,099
Change-13,099 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 12,999
Change-12,999 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 12,990
Change-12,990 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 12,811
Change-12,811 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,779
Change-12,779 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 12,697
Change-12,697 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,608
Change-12,608 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 12,516
Change-12,516 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 12,126
Change-12,126 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,097
Change-12,097 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 12,096
Change-12,096 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,013
Change-12,013 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,893
Change-11,893 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 11,876
Change-11,876 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,795
Change-11,795 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 11,279
Change-11,279 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 11,246
Change-11,246 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 11,102
Change-11,102 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 11,032
Change-11,032 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 10,986
Change-10,986 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,886
Change-10,886 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 10,843
Change-10,843 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 10,836
Change-10,836 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 10,747
Change-10,747 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,376
Change-10,376 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,194
Change-10,194 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 10,107
Change-10,107 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,957
Change-9,957 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 9,389
Change-9,389 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,344
Change-9,344 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 9,109
Change-9,109 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 9,097
Change-9,097 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 9,082
Change-9,082 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 8,694
Change-8,694 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 8,641
Change-8,641 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,537
Change-8,537 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,248
Change-8,248 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,102
Change-8,102 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
S&T Bank
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 7,619
Change-7,619 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7,615
Change-7,615 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 7,408
Change-7,408 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 7,306
Change-7,306 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 7,209
Change-7,209 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 6,868
Change-6,868 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,367
Change-6,367 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 5,436
Change-5,436 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Avenir Corp
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Creekmur Asset Management LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 950
Change-950 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 902
Change-902 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 889
Change-889 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 879
Change-879 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 872
Change-872 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 855
Change-855 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 845
Change-845 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 838
Change-838 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 834
Change-834 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 833
Change-833 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 799
Change-799 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 794
Change-794 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 791
Change-791 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 789
Change-789 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 771
Change-771 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 755
Change-755 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 753
Change-753 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 725
Change-725 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 685
Change-685 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 681
Change-681 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 679
Change-679 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 678
Change-678 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 675
Change-675 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
YCG, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 656
Change-656 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 647
Change-647 (-100%)
Value—
CIM, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 634
Change-634 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 629
Change-629 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 592
Change-592 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 583
Change-583 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 572
Change-572 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 569
Change-569 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 566
Change-566 (-100%)
Value—
CNB Bank
N/A
Shares— from 565
Change-565 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 564
Change-564 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Simmons Bank
N/A
Shares— from 554
Change-554 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 542
Change-542 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 537
Change-537 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 529
Change-529 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Rogco, LP
N/A
Shares— from 525
Change-525 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Toews Corp
N/A
Shares— from 512
Change-512 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 509
Change-509 (-100%)
Value—
Motco
N/A
Shares— from 507
Change-507 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 502
Change-502 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 472
Change-472 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 457
Change-457 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 432
Change-432 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 428
Change-428 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
S&CO Inc
N/A
Shares— from 423
Change-423 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 403
Change-403 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 392
Change-392 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 391
Change-391 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 390
Change-390 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 389
Change-389 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 374
Change-374 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 361
Change-361 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 357
Change-357 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 354
Change-354 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 352
Change-352 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 349
Change-349 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 342
Change-342 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Caxton Corp
N/A
Shares— from 339
Change-339 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 321
Change-321 (-100%)
Value—
FCA Corp
N/A
Shares— from 321
Change-321 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Dodge & COX
N/A
Shares— from 300
Change-300 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 260
Change-260 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 228
Change-228 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 205
Change-205 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Centennial Bank
N/A
Shares— from 200
Change-200 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 150
Change-150 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 133
Change-133 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 98
Change-98 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 92
Change-92 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
FIL Ltd
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED6,957,7766,623,289+334,487+5%$4.5B$4.9B+$327.5M2026-11-06
Natixis
INCREASED5,114,9454,306,256+808,689+19%$3.0B$3.6B+$627.3M2026-11-06
Assetmark, Inc
INCREASED4,176,2534,037,865+138,388+3%$2.8B$2.9B+$153.7M2026-10-21
Citigroup Inc
INCREASED3,721,8463,667,710+54,136+1%$2.5B$2.6B+$89.5M2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED2,925,6502,925,65000%$2.0B$2.1B+$41.1M2026-10-28
Meitav Investment House LTD
INCREASED2,912,1922,501,606+410,586+16%$1.7B$2.0B+$322.9M2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED2,447,2392,353,485+93,754+4%$1.6B$1.7B+$98.8M2026-10-14
Truist Financial Corp
INCREASED2,241,2321,732,785+508,447+29%$1.2B$1.6B+$380.7M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED2,042,1462,053,386-11,240-1%$1.4B$1.4M-$1.4B2026-11-02
Creative Planning
INCREASED1,682,8821,655,904+26,978+2%$1.1B$1.2B+$42.2M2026-11-02
Fisher Asset Management, LLC
INCREASED1,671,8431,567,739+104,104+7%$1.1B$1.2B+$95.0M2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED1,504,5781,477,660+26,918+2%$1.0B$1.1B+$39.6M2026-11-04
Clearstead Advisors, LLC
INCREASED1,468,7211,450,939+17,782+1%$996.5M$1.0B+$32.8M2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED1,407,0321,400,242+6,790+0%$961.7M$986.1M+$24.4M2026-10-30
Barclays PLC
INCREASED1,309,8111,294,234+15,577+1%$888.9M$918.0M+$29.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,246,7461,315,456-68,710-5%$903.5M$873.8M-$29.7M2026-11-02
E-L Financial Corp Ltd
INCREASED1,245,4211,244,848+573+0%$1.2B$1.2B+$23.8M2026-11-06
Mirae Asset Global Investments Co., Ltd.
DECREASED1,242,3961,245,238-2,8420%$855.2M$870.7M+$15.5M2026-11-03
Angeles Investment Advisors, LLC
DECREASED1,174,2281,339,649-165,421-12%$920.1M$823.0M-$97.1M2026-10-22
Country Trust Bank
DECREASED1,145,9111,174,634-28,723-2%$806.8M$803.1M-$3.6M2026-10-30
SWF LLC
INCREASED1,074,6851,008,873+65,812+7%$692.9M$753.2M+$60.3M2026-11-05
Rakuten Investment Management, Inc.
INCREASED960,843955,039+5,804+1%$650.4M$675.0M+$24.6M2026-10-30
Liquid Strategies, LLC
INCREASED948,405733,137+215,268+29%$503.5M$664.7M+$161.2M2026-11-04
CIBC Asset Management Inc
INCREASED925,175918,601+6,574+1%$630.5M$648.2M+$17.7M2026-11-05
Diversified Trust Co
INCREASED923,312917,839+5,473+1%$630.4M$647.1M+$16.7M2026-11-06
P/E Global LLC
DECREASED912,805921,199-8,394-1%$632.7M$639.7M+$7.1M2026-10-29
GenTrust, LLC
INCREASED854,754812,211+42,543+5%$557.8M$599.1M+$41.2M2026-11-06
Keybank National Association
INCREASED768,568748,715+19,853+3%$514.2M$538.7M+$24.4M2026-11-04
Citizens Financial Group Inc
DECREASED760,584760,880-2960%$522.6M$533.1M+$10.5M2026-10-23
Fifth Third Bancorp
DECREASED714,278730,317-16,039-2%$501.6M$500.6M-$979.8K2026-11-05
New York Life Insurance Co
INCREASED711,866596,181+115,685+19%$409.5M$498.9M+$89.5M2026-11-03
Constellation Investments, Inc.
DECREASED683,472936,173-252,701-27%$643.0M$479.0M-$164.0M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED673,435665,340+8,095+1%$457.0M$472.0M+$15.0M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED648,401573,085+75,316+13%$394.2M$458.0M+$63.8M2026-10-13
Old National Bancorp
INCREASED609,057603,781+5,276+1%$414.7M$426.9M+$12.2M2026-10-20
Concurrent Investment Advisors, LLC
INCREASED603,593543,613+59,980+11%$373.4M$423.0M+$49.7M2026-10-16
Wedbush Securities Inc
DECREASED596,368598,758-2,3900%$411.2M$418.0K-$410.8M2026-10-22
Bokf, NA
DECREASED595,900625,006-29,106-5%$429.3M$417.6M-$11.6M2026-10-27
Exchange Traded Concepts, LLC
DECREASED573,782617,625-43,843-7%$424.2M$402.1M-$22.1M2026-10-28
Farther Finance Advisors, LLC
INCREASED572,525545,605+26,920+5%$374.7M$401.3M+$26.6M2026-10-08
Kestra Advisory Services, LLC
INCREASED565,195484,959+80,236+17%$333.1M$396.1M+$63.0M2026-11-02
Acropolis Investment Management, LLC
DECREASED564,743568,773-4,030-1%$390.6M$395.8M+$5.2M2026-10-08
Center for Financial Planning, Inc.
INCREASED550,994549,217+1,777+0%$377.2M$386.2M+$9.0M2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED525,379510,856+14,523+3%$350.2M$369.0M+$18.8M2026-11-04
Globe Life Inc.
DECREASED524,683536,683-12,000-2%$368.6M$367.7M-$869.9K2026-11-06
Analyst IMS Investment Management Services Ltd.
DECREASED519,595558,871-39,276-7%$383.8M$364.2K-$383.5M2026-11-05
Retirement Planning Group, LLC
INCREASED516,923507,533+9,390+2%$348.6M$362.3M+$13.7M2026-10-19
Valmark Advisers, Inc.
DECREASED495,405497,985-2,580-1%$342.0M$347.2M+$5.2M2026-11-06
MCF Advisors LLC
INCREASED480,384444,325+36,059+8%$305.2M$336.7M+$31.5M2026-10-28
Sagespring Wealth Partners, LLC
DECREASED455,087463,765-8,678-2%$318.5M$319.0M+$434.0K2026-10-22
Russell Investments Group, Ltd.
DECREASED452,7721,308,720-855,948-65%$898.8M$317.3M-$581.5M2026-11-06
Davenport & Co LLC
INCREASED438,431385,756+52,675+14%$264.9M$307.3M+$42.3M2026-10-14
Savant Capital, LLC
DECREASED430,849556,625-125,776-23%$362.2M$302.0M-$60.2M2026-11-06
Makena Capital Management LLC
INCREASED423,323422,234+1,089+0%$290.0M$296.7M+$6.7M2026-11-06
West Paces Advisors Inc.
INCREASED413,746111,760+301,986+270%$76.8M$79.7M+$2.9M2026-10-13
Sageworth Trust Co
INCREASED410,936400,722+10,214+3%$275.2M$288.0M+$12.8M2026-10-30
US Bancorp \de\
INCREASED406,189400,723+5,466+1%$275.2M$284.7M+$9.4M2026-11-05
Axis Capital Holdings LTD
UNCHANGED405,502405,50200%$278.5M$284.2M+$5.7M2026-10-28
Lido Advisors, LLC
INCREASED402,643384,143+18,500+5%$263.9M$282.2M+$18.4M2026-11-04
Lockheed Martin Investment Management Co
INCREASED399,205223,000+176,205+79%$153.2M$279.8M+$126.6M2026-11-04
Fusion Family Wealth, LLC
INCREASED392,036390,755+1,281+0%$268.4M$274.8M+$6.4M2026-11-02
Fiera Capital Corp
DECREASED373,376375,177-1,8010%$257.7M$261.7M+$4.0M2026-11-06
SBI Securities Co., Ltd.
INCREASED371,907365,387+6,520+2%$251.0M$260.7M+$9.7M2026-10-22
Securian Asset Management, Inc
INCREASED368,111243,447+124,664+51%$166.3M$258.0M+$91.7M2026-11-06
Steel Grove Capital Advisors, LLC
DECREASED367,018367,311-2930%$252.3M$257.2M+$5.0M2026-10-13
AMG National Trust Bank
INCREASED360,247345,692+14,555+4%$237.4M$252.5M+$15.1M2026-11-05
Gleason Group, Inc.
INCREASED359,506357,955+1,551+0%$245.8M$252.0M+$6.1M2026-10-15
Means Investment Co., Inc.
INCREASED352,968344,538+8,430+2%$236.6M$247.4M+$10.7M2026-11-03
Powers Capital, LLC
UNCHANGED350,822350,82200%$240.9M$245.9M+$4.9M2026-11-04
Albion Financial Group
INCREASED349,310345,129+4,181+1%$237.0M$244.8M+$7.8M2026-10-21
Regions Financial Corp
INCREASED331,982324,303+7,679+2%$222.7M$232.7M+$9.9M2026-11-05
Human Investing LLC
INCREASED330,827326,199+4,628+1%$224.0M$231.9M+$7.8M2026-10-19
GoalVest Advisory LLC
INCREASED319,605302,452+17,153+6%$207.7M$224.0M+$16.3M2026-10-02
OP Asset Management Ltd
UNCHANGED316,290316,29000%$217.2M$221.7M+$4.4M2026-11-05
Perigon Wealth Management, LLC
INCREASED314,115299,727+14,388+5%$205.9M$220.2M+$14.3M2026-10-22
Retirement Systems of Alabama
DECREASED309,408329,590-20,182-6%$226.4M$216.9M-$9.5M2026-11-04
Thrivent Financial for Lutherans
DECREASED308,575319,111-10,536-3%$219.0M$216.4K-$218.8M2026-11-05
Sterling Capital Management LLC
INCREASED308,567306,984+1,583+1%$210.8M$216.3M+$5.4M2026-10-22
Choreo, LLC
INCREASED307,870291,051+16,819+6%$199.9M$215.8M+$15.9M2026-10-28
Equitable Trust Co
DECREASED304,748313,997-9,249-3%$215.7M$213.6M-$2.1M2026-10-13
Chicago Partners Investment Group LLC
INCREASED297,965287,380+10,585+4%$195.0M$208.2M+$13.1M2026-10-27
ALM First Financial Advisors, LLC
INCREASED292,747285,434+7,313+3%$162.9M$171.3M+$8.5M2026-10-13
Greenwood Gearhart LLC
INCREASED292,388287,154+5,234+2%$197.2M$204.9M+$7.7M2026-11-02
Blue Trust, Inc.
DECREASED288,889300,175-11,286-4%$206.2M$202.5M-$3.7M2026-10-15
BIP Wealth, LLC
INCREASED282,798273,046+9,752+4%$187.5M$198.2M+$10.7M2026-10-22
Bank of New York Mellon Corp
DECREASED281,169286,184-5,015-2%$196.6M$197.1M+$505.7K2026-11-05
Hardy Reed LLC
INCREASED275,516275,145+371+0%$189.0M$193.1M+$4.1M2026-11-06
Merit Financial Group, LLC
INCREASED275,358272,432+2,926+1%$187.1M$193.0M+$5.9M2026-11-06
RFG Holdings, Inc.
INCREASED274,047188,391+85,656+45%$129.4M$134.5M+$5.1M2026-10-30
Factory Mutual Insurance Co
INCREASED269,591145,000+124,591+86%$99.6M$188.9M+$89.4M2026-10-30
Marks Wealth, LLC
NEW265,120—+265,120——$185.8M—2026-10-30
Lutz Financial Services LLC
INCREASED262,630256,299+6,331+2%$176.0M$184.1M+$8.0M2026-11-06
Allen Investment Management, LLC
INCREASED260,846259,574+1,272+0%$178.3M$182.8M+$4.5M2026-11-03
Millburn Ridgefield LLC
DECREASED259,348261,443-2,095-1%$179.6M$181.8M+$2.2M2026-11-06
Catalyst Capital Advisors LLC
DECREASED259,348261,443-2,095-1%$179.6M$181.8M+$2.2M2026-11-02
Fund Evaluation Group, LLC
DECREASED258,344265,157-6,813-3%$182.1M$181.1M-$1.0M2026-11-05
Taiyo Life Insurance Co
UNCHANGED255,100255,10000%$175.2M$178.8K-$175.0M2026-10-20
D.A. Davidson & Co.
DECREASED254,887255,739-8520%$175.6M$178.6M+$3.0M2026-10-28
Opus Capital Group, LLC
DECREASED254,179256,180-2,001-1%$175.9M$178.1K-$175.8M2026-10-30
Wiser Wealth Management, Inc
INCREASED244,429241,952+2,477+1%$166.2M$171.3M+$5.1M2026-10-14
Triad Wealth Partners, LLC
INCREASED244,126199,635+44,491+22%$139.0M$171.1M+$32.1M2026-10-26
Southern Farm Bureau Life Insurance
UNCHANGED242,780242,78000%$166.7M$170.1K-$166.5M2026-10-15
MGO One Seven LLC
INCREASED242,693241,195+1,498+1%$165.7M$170.1M+$4.4M2026-10-28
RMR Wealth Builders
INCREASED237,330227,464+9,866+4%$156.2M$166.3M+$10.1M2026-10-22
Tectonic Advisors LLC
INCREASED236,321230,868+5,453+2%$158.6M$165.6M+$7.1M2026-10-22
Performa Ltd (US), LLC
INCREASED230,976199,789+31,187+16%$137.2M$161.9M+$24.7M2026-11-05
Atria Investments, Inc
DECREASED230,049301,842-71,793-24%$207.3M$161.2M-$46.1M2026-10-15
Condor Capital Management
DECREASED228,203232,273-4,070-2%$159.5M$159.9M+$411.0K2026-11-06
PNC Financial Services Group, Inc.
INCREASED227,901225,042+2,859+1%$154.6M$159.7M+$5.2M2026-11-06
Banque Pictet & CIE SA
NEW227,735—+227,735——$159.6M—2026-10-16
Go Invest LLC
INCREASED225,842204,291+21,551+11%$140.3M$158.3M+$18.0M2026-10-09
Steele Capital Management, Inc.
INCREASED225,269225,206+63+0%$154.7M$157.9M+$3.2M2026-11-02
HB Wealth Management, LLC
INCREASED224,676213,262+11,414+5%$146.5M$157.5M+$11.0M2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED221,203219,307+1,896+1%$150.6M$155.0M+$4.4M2026-11-05
Sepio Capital, LP
INCREASED220,155197,490+22,665+11%$135.6M$154.3M+$18.7M2026-10-22
Apollon Wealth Management, LLC
INCREASED217,356214,238+3,118+1%$147.1M$152.3M+$5.2M2026-10-23
Yarbrough Capital, LLC
UNCHANGED216,447216,44700%$148.7M$151.7M+$3.0M2026-10-19
Global Wealth Strategies & Associates
INCREASED214,836210,745+4,091+2%$144.7M$150.6M+$5.8M2026-10-02
Wedmont Private Capital
INCREASED209,062205,604+3,458+2%$142.7M$148.7M+$6.0M2026-10-09
Silphium Asset Management Ltd
UNCHANGED206,920206,92000%$142.1M$145.0M+$2.9M2026-10-27
Daymark Wealth Partners, LLC
INCREASED206,837184,141+22,696+12%$126.5M$145.0M+$18.5M2026-11-04
Arrow Financial Corp
INCREASED202,915199,441+3,474+2%$137.0M$142.2M+$5.2M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED201,707200,052+1,655+1%$137.4M$142.1M+$4.7M2026-11-05
Compass Financial Group, Inc
INCREASED200,106189,291+10,815+6%$130.0M$140.2M+$10.2M2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED198,203212,022-13,819-7%$145.6M$138.9M-$6.7M2026-10-13
Amtrust Financial Services, Inc.
UNCHANGED196,400196,40000%$134.9M$137.6M+$2.8M2026-10-19
Affiance Financial, LLC
DECREASED194,477194,493-160%$133.6M$136.3M+$2.7M2026-10-15
Park National Corp
INCREASED193,53720,954+172,583+824%$14.4M$135.6M+$121.3M2026-10-05
J. Safra Sarasin Holding AG
INCREASED191,181190,887+294+0%$114.2M$114.4M+$228.2K2026-10-26
AGF Management LTD
DECREASED187,088193,209-6,121-3%$132.6M$131.1M-$1.5M2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED186,999181,718+5,281+3%$124.8M$131.1M+$6.3M2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED184,576185,817-1,241-1%$127.6M$129.4M+$1.7M2026-10-20
William Marsh Rice University
DECREASED184,014203,965-19,951-10%$140.1M$129.0M-$11.1M2026-10-22
Aspiriant, LLC
INCREASED183,591181,177+2,414+1%$124.5M$128.7M+$4.2M2026-10-16
StoneX Group Inc.
DECREASED179,264202,245-22,981-11%$138.9M$125.6M-$13.3M2026-11-03
Simon Quick Advisors, LLC
INCREASED179,059162,570+16,489+10%$111.7M$125.5M+$13.8M2026-10-26
Brookstone Capital Management
INCREASED178,163168,391+9,772+6%$115.7M$124.9M+$9.2M2026-10-22
Vise Technologies, Inc.
INCREASED178,065124,172+53,893+43%$85.3M$124.8M+$39.5M2026-10-29
Washington Trust Co
INCREASED177,724176,773+951+1%$121.4M$124.6M+$3.2M2026-10-22
Crane Advisory, LLC
DECREASED171,383171,763-3800%$118.5M$122.1M+$3.5M2026-10-13
AlphaCore Capital LLC
INCREASED171,334127,976+43,358+34%$87.9M$120.1M+$32.2M2026-11-04
Angeles Wealth Management, LLC
INCREASED170,667167,407+3,260+2%$115.0M$119.6M+$4.6M2026-10-26
Advisor OS, LLC
INCREASED169,634168,415+1,219+1%$115.7M$118.9M+$3.2M2026-11-03
Kinsale Capital Group, Inc.
INCREASED168,572163,793+4,779+3%$112.5M$118.1M+$5.7M2026-11-04
Empire Life Investments Inc.
INCREASED165,096156,502+8,594+5%$107.4M$115.7M+$8.3M2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED164,229156,223+8,006+5%$107.3M$115.1M+$7.8M2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED164,197168,550-4,353-3%$115.8M$115.1M-$682.9K2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED162,586103,303+59,283+57%$71.0K$114.0K+$43.0K2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED161,135149,633+11,502+8%$102.8M$112.9M+$10.2M2026-10-28
SilverOak Wealth Management LLC
INCREASED159,910158,557+1,353+1%$108.9M$112.1M+$3.2M2026-10-29
Central Trust Co
INCREASED159,207147,323+11,884+8%$101.2M$111.6M+$10.4M2026-11-05
One Day In July LLC
DECREASED158,421163,375-4,954-3%$112.2M$111.0M-$1.2M2026-10-30
Charles Schwab Trust Co
DECREASED158,090194,540-36,450-19%$133.6M$110.8M-$22.8M2026-10-15
J.W. Cole Advisors, Inc.
INCREASED155,745147,919+7,826+5%$101.6M$109.2M+$7.6M2026-11-05
Cambridge Advisors Inc.
INCREASED155,252154,547+705+0%$106.1M$108.8M+$2.7M2026-10-19
Strategic Investment Management, LLC
UNCHANGED152,670152,67000%$104.9M$107.0M+$2.1M2026-10-20
CJM Wealth Advisers, Ltd.
DECREASED152,523156,230-3,707-2%$107.3M$106.9M-$403.2K2026-10-27
WestHill Financial Advisors, Inc.
DECREASED151,386154,260-2,874-2%$105.9M$106.1M+$152.7K2026-10-14
Pinion Investment Advisors, LLC
INCREASED150,804140,626+10,178+7%$96.6M$105.7M+$9.1M2026-11-04
Bell Bank
DECREASED149,665150,103-4380%$103.1M$104.9M+$1.8M2026-10-21
Obermeyer Wealth Partners
DECREASED146,614159,773-13,159-8%$109.7M$102.8M-$7.0M2026-10-21
Stordahl Capital Management, Inc.
DECREASED145,715146,244-5290%$100.4M$102.1M+$1.7M2026-10-22
Legacy Advisors, LLC
INCREASED142,916109,960+32,956+30%$75.5M$100.2M+$24.6M2026-10-19
Midwest Trust Co
INCREASED136,542135,179+1,363+1%$92.8M$95.7M+$2.9M2026-10-22
Privium Fund Management (UK) Ltd
INCREASED135,26036,740+98,520+268%$25.0M$95.0M+$70.0M2026-10-30
Grove Bank & Trust
DECREASED134,037138,497-4,460-3%$95.1M$93.9M-$1.2M2026-10-08
Diversify Advisory Services, LLC
DECREASED131,126132,212-1,086-1%$89.8M$93.0M+$3.2M2026-10-20
Diversify Wealth Management, LLC
DECREASED131,126132,212-1,086-1%$89.8M$93.0M+$3.2M2026-10-20
Fortune 45 LLC
INCREASED130,580129,010+1,570+1%$88.6M$91.5M+$2.9M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED129,406115,609+13,797+12%$79.4M$90.7M+$11.3M2026-11-06
West Financial Advisors, LLC
INCREASED127,161126,894+267+0%$87.2M$89.1M+$2.0M2026-10-22
Fidato Wealth LLC
INCREASED126,813125,575+1,238+1%$86.2M$88.9M+$2.6M2026-10-13
Allworth Financial LP
INCREASED125,818114,809+11,009+10%$78.9M$86.4M+$7.6M2026-11-06
Petersen Hastings Wealth Advisors Inc.
INCREASED124,600120,508+4,092+3%$82.8M$87.3M+$4.6M2026-10-27
Sumitomo Mitsui Trust Group, Inc.
INCREASED124,0002,108+121,892+5782%$1.4M$86.9M+$85.5M2026-10-29
Valeo Financial Advisors, LLC
INCREASED123,253121,700+1,553+1%$83.6M$86.4M+$2.8M2026-10-08
Money Concepts Capital Corp
INCREASED121,009112,722+8,287+7%$77.4M$84.8M+$7.4M2026-11-06
Investment Research & Advisory Group, Inc.
INCREASED120,479117,699+2,780+2%$80.8M$84.4M+$3.6M2026-10-19
OFS Enterprise LLC
DECREASED120,233121,422-1,189-1%$83.4M$84.3M+$872.9K2026-10-16
SoundView Advisors Inc.
INCREASED119,859115,498+4,361+4%$79.3M$84.0K-$79.2M2026-11-04
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED119,844120,504-660-1%$82.8M$84.0M+$1.2M2026-10-15
Northeast Investment Management
INCREASED119,529116,046+3,483+3%$79.7M$83.8M+$4.1M2026-10-30
Scott Capital Advisors, LLC
INCREASED119,142118,807+335+0%$81.6M$85.1M+$3.5M2026-10-13
Standpoint Asset Management, LLC
INCREASED118,400114,300+4,100+4%$78.5M$83.0M+$4.5M2026-10-16
Howland Capital Management LLC
INCREASED117,21587,854+29,361+33%$60.3M$82.2M+$21.8M2026-10-22
IFG Advisors, LLC
INCREASED116,030112,189+3,841+3%$77.1M$81.3M+$4.3M2026-10-15
Certuity, LLC
INCREASED115,561113,125+2,436+2%$77.7M$81.0M+$3.3M2026-11-02
Trust Co of Tennessee
DECREASED115,441117,641-2,200-2%$80.8M$80.9M+$115.7K2026-10-16
Fifth Third Securities, Inc.
INCREASED114,317107,754+6,563+6%$74.0M$80.1M+$6.1M2026-10-21
Oppenheimer & Co Inc
INCREASED113,461104,550+8,911+9%$71.8M$79.5M+$7.7M2026-10-26
Tenon Financial LLC
INCREASED113,268107,907+5,361+5%$74.1M$79.4M+$5.3M2026-10-14
David Kennon Inc
DECREASED113,109113,227-1180%$77.8M$79.3M+$1.5M2026-10-13
Curated Wealth Partners LLC
INCREASED112,66696,115+16,551+17%$66.0M$79.0M+$13.0M2026-10-15
AJ Advisors, LLC
INCREASED112,536111,684+852+1%$76.7M$78.9M+$2.2M2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED111,71499,666+12,048+12%$68.6M$78.3M+$9.6M2026-10-13
CoreCap Advisors, LLC
INCREASED111,307110,377+930+1%$75.8M$78.0M+$2.2M2026-10-08
TradeWell Securities, Llc.
INCREASED111,028109,390+1,638+2%$75.1M$77.8M+$2.7M2026-10-21
Rolek Wealth Management LLC
INCREASED110,232105,682+4,550+4%$72.6M$77.3M+$4.7M2026-10-21
Selective Wealth Management, Inc.
DECREASED109,738109,970-2320%$75.1M$77.9M+$2.7M2026-10-16
AmeriServ Wealth Advisors
DECREASED109,270123,040-13,770-11%$84.5M$76.6M-$7.9M2026-10-21
Brighton Securities Corp.
INCREASED109,246106,571+2,675+3%$73.2M$76.6M+$3.4M2026-10-08
Simplicity Wealth,LLC
INCREASED107,475102,799+4,676+5%$70.6M$75.3M+$4.7M2026-10-23
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED105,993108,290-2,297-2%$74.4M$74.3M-$88.8K2026-10-30
Deutsche Bank Ag\
INCREASED105,148101,332+3,816+4%$69.6M$73.7M+$4.1M2026-11-06
Apella Capital, LLC
INCREASED104,80390,749+14,054+15%$62.4M$74.9M+$12.5M2026-10-08
Evermay Wealth Management LLC
DECREASED102,603105,353-2,750-3%$72.4M$71.9M-$447.2K2026-11-05
Hill Island Financial LLC
DECREASED101,637104,449-2,812-3%$71.7M$71.2M-$503.1K2026-10-20
Pioneer Family Office, LLC
INCREASED101,56998,792+2,777+3%$67.8M$71.2M+$3.3M2026-10-30
TSG Advice Partners, LLC
NEW101,061—+101,061——$69.4M—2026-10-29
Moody National Bank Trust Division
INCREASED100,96099,885+1,075+1%$68.6M$70.8M+$2.2M2026-10-06
Nadler Financial Group, Inc.
DECREASED98,85599,569-714-1%$68.4M$69.3M+$898.8K2026-10-23
Next Level Wealth Planning, LLC
INCREASED98,34597,407+938+1%$66.9M$68.9M+$2.0M2026-10-29
Hillcrest Wealth Advisors - NY, LLC
INCREASED96,97496,774+200+0%$66.5M$68.0M+$1.5M2026-10-22
McCollum Christoferson Group LLC
INCREASED96,69295,210+1,482+2%$25.9M$27.5M+$1.6M2026-10-13
Landmark Wealth Management, LLC
INCREASED96,67095,047+1,623+2%$65.3M$67.8M+$2.5M2026-11-03
Twele Capital Management, Inc.
INCREASED95,87295,820+52+0%$65.8M$67.2M+$1.4M2026-10-13
Summitas Investment Management LLC
DECREASED94,63198,143-3,512-4%$67.4M$66.3M-$1.1M2026-10-16
Safir Wealth Advisors, LLC
INCREASED94,20993,397+812+1%$64.1M$66.0M+$1.9M2026-10-16
3Chopt Investment Partners, LLC
DECREASED93,56294,181-619-1%$64.7M$65.6M+$889.5K2026-10-30
Level Financial Advisors
DECREASED93,24793,946-699-1%$64.5M$65.4M+$829.9K2026-10-13
Fragasso Financial Advisors Inc
INCREASED92,20991,653+556+1%$62.9M$66.0M+$3.0M2026-10-13
Trust Co of Vermont
INCREASED92,06779,463+12,604+16%$54.6M$64.5M+$10.0M2026-10-21
Steph & Co
INCREASED90,42990,235+194+0%$62.0M$63.4M+$1.4M2026-10-07
Kearns & Associates LLC
DECREASED90,07990,226-1470%$62.0M$63.1M+$1.2M2026-10-09
Innovative Wealth Building LLC
INCREASED89,95589,416+539+1%$61.4M$63.0M+$1.6M2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED89,48991,112-1,623-2%$62.6M$62.7M+$142.8K2026-11-04
Boyd Wealth Management, LLC
INCREASED89,34883,461+5,887+7%$57.3M$62.6M+$5.3M2026-10-20
BCS Wealth Management
INCREASED89,08883,736+5,352+6%$57.5M$62.4M+$4.9M2026-11-03
Systelligence, LLC
INCREASED88,19721,963+66,234+302%$15.1M$5.1M-$10.0M2026-11-05
Crescent Grove Advisors, LLC
INCREASED88,00587,946+59+0%$60.4M$61.7M+$1.3M2026-10-21
Eagle Wealth Strategies LLC
INCREASED87,90187,307+594+1%$60.0M$61.6M+$1.6M2026-10-20
HBW Advisory Services LLC
INCREASED87,19483,738+3,456+4%$57.5M$61.1M+$3.6M2026-10-15
Claro Advisors Inc.
DECREASED87,01187,030-190%$59.8M$61.0M+$1.2M2026-11-02
Strategic Advisory Partners, LLC
INCREASED83,76979,851+3,918+5%$54.8M$58.7M+$3.9M2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED82,64982,64900%$56.8M$56.8M$02026-11-03
Karnit Road Accident Victims Compensation Fund
UNCHANGED82,37782,37700%$56.6M$57.7M+$1.2M2026-11-04
Integrity Alliance, Llc.
INCREASED81,84779,133+2,714+3%$54.3M$57.4M+$3.0M2026-10-29
Greenleaf Trust
INCREASED81,78378,178+3,605+5%$53.7M$57.3M+$3.6M2026-10-29
TD Waterhouse Canada Inc.
INCREASED81,28379,760+1,523+2%$54.6M$57.1M+$2.5M2026-10-16
Sage Financial Group Inc
DECREASED80,56281,282-720-1%$55.8M$56.5M+$637.9K2026-10-27
GreatBanc Trust Co
INCREASED80,04574,051+5,994+8%$50.9M$56.1M+$5.2M2026-11-04
Plancorp, LLC
INCREASED79,70479,660+44+0%$54.8M$55.4M+$533.3K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED78,97986,985-8,006-9%$59.7M$55.4M-$4.4M2026-10-21
Landmark Wealth Management, Inc.
DECREASED78,70479,181-477-1%$54.4M$55.2M+$778.2K2026-11-04
HBK Sorce Advisory LLC
DECREASED78,62279,825-1,203-2%$56.5M$53.0M-$3.5M2026-11-06
Weil Company, Inc.
INCREASED78,38977,806+583+1%$53.4M$54.9M+$1.5M2026-10-14
Verum Partners LLC
INCREASED78,33770,185+8,152+12%$48.2M$54.9M+$6.7M2026-10-21
Mandatum Life Insurance Co Ltd
INCREASED78,11370,406+7,707+11%$48.4M$54.7M+$6.4M2026-11-06
Avior Wealth Management, LLC
INCREASED77,87076,784+1,086+1%$52.7M$54.6M+$1.8M2026-10-13
Basso Capital Management, L.P.
INCREASED77,84969,593+8,256+12%$47.8M$54.6M+$6.8M2026-10-30
Parsons Capital Management Inc
INCREASED77,73473,048+4,686+6%$50.2M$54.5M+$4.3M2026-10-28
LTS Liquid Investments LLC
UNCHANGED77,31677,31600%$53.1M$54.2M+$1.1M2026-10-23
ForthRight Wealth Management, LLC
INCREASED76,96576,085+880+1%$52.3M$53.9M+$1.7M2026-11-06
TrustBank
INCREASED76,60374,234+2,369+3%$51.0M$53.7M+$2.7M2026-10-20
Associated Banc-Corp
DECREASED76,55377,015-462-1%$52.9M$53.7M+$758.3K2026-10-30
Prospera Financial Services Inc
INCREASED76,42956,586+19,843+35%$38.9M$53.2M+$14.2M2026-11-04
BCK Partners, Inc.
DECREASED75,88976,841-952-1%$52.8M$53.2M+$412.5K2026-10-23
Ashton Thomas Securities, LLC
DECREASED75,65788,623-12,966-15%$60.8M$53.0M-$7.8M2026-10-26
MBM Wealth Consultants, LLC
INCREASED75,63673,189+2,447+3%$50.3M$53.0M+$2.7M2026-10-20
Advanced Asset Management Advisors Inc
INCREASED75,12575,088+37+0%$51.6M$52.7M+$1.1M2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
DECREASED74,28476,681-2,397-3%$52.7M$52.1M-$603.0K2026-10-21
Americana Partners, LLC
INCREASED74,24374,037+206+0%$50.8M$52.0M+$1.2M2026-10-28
Fairway Wealth LLC
INCREASED74,23670,154+4,082+6%$48.2M$52.0M+$3.8M2026-10-30
Salomon & Ludwin, LLC
DECREASED74,19775,056-859-1%$51.4M$52.0M+$554.2K2026-10-29
Trust Co of the South
INCREASED72,89272,294+598+1%$49.7M$51.1M+$1.4M2026-10-21
Sage Mountain Advisors LLC
DECREASED72,79274,026-1,234-2%$50.8M$51.0M+$175.1K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED72,70569,539+3,166+5%$47.8M$51.0M+$3.2M2026-10-14
Brooklyn FI, LLC
INCREASED71,92255,607+16,315+29%$38.2M$50.7M+$12.5M2026-11-05
TD Private Client Wealth LLC
DECREASED71,85876,354-4,496-6%$52.4M$50.4M-$2.1M2026-10-28
Capital Management Associates, Inc
INCREASED71,81470,396+1,418+2%$48.3M$50.3M+$2.0M2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED71,52571,52500%$462.2K$501.3K+$39.1K2026-11-02
Avion Wealth
INCREASED71,33070,432+898+1%$48.4M$50.0K-$48.3M2026-11-04
Crestwood Advisors Group, LLC
DECREASED70,74770,923-1760%$48.7M$49.6M+$880.9K2026-10-27
MFA Wealth Advisors, LLC
DECREASED70,44871,323-875-1%$49.0M$49.4M+$389.0K2026-10-07
Park Avenue Securities LLC
INCREASED69,03165,769+3,262+5%$45.2M$48.4K-$45.1M2026-10-26
Mather Group, Llc.
DECREASED69,01669,325-3090%$47.6M$48.4M+$757.4K2026-10-14
StoryOne LLC
INCREASED68,82432,979+35,845+109%$22.7M$48.2M+$25.6M2026-10-13
Sellwood Investment Partners LLC
DECREASED68,50471,813-3,309-5%$49.3M$48.0M-$1.3M2026-11-03
IFP Advisors, Inc
INCREASED68,29464,339+3,955+6%$44.2M$47.9M+$3.7M2026-10-16
Asset Management One Co., Ltd.
INCREASED68,12166,487+1,634+2%$45.7M$47.7M+$2.1M2026-10-27
RFG Advisory, LLC
INCREASED67,98557,777+10,208+18%$39.7M$47.6M+$8.0M2026-11-03
Sheets Smith Wealth Management
DECREASED67,68272,716-5,034-7%$49.9M$47.4M-$2.5M2026-10-16
Larson Financial Group LLC
DECREASED67,61274,317-6,705-9%$51.0M$47.4M-$3.7M2026-11-05
Sigma Planning Corp
DECREASED67,14371,642-4,499-6%$49.2M$47.0M-$2.2M2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED67,10764,334+2,773+4%$44.2M$47.0M+$2.8M2026-10-14
Fort Washington Investment Advisors Inc
DECREASED66,95273,150-6,198-8%$50.2M$46.9M-$3.3M2026-10-15
NWF Advisory Services Inc.
INCREASED66,93065,939+991+2%$45.3M$46.9M+$1.6M2026-10-19
Oak Harvest Investment Services
DECREASED66,64868,226-1,578-2%$46.9M$46.7M-$147.7K2026-10-20
Parisi Gray Wealth Management
INCREASED66,35265,403+949+1%$44.9M$46.5M+$1.6M2026-10-16
Fulton Bank, N.A.
DECREASED65,97169,478-3,507-5%$47.7M$46.2M-$1.5M2026-10-14
Bailard, Inc.
INCREASED65,75565,548+207+0%$45.0M$46.1M+$1.1M2026-10-13
Level Four Advisory Services, LLC
DECREASED65,69070,236-4,546-6%$48.2M$46.0M-$2.2M2026-11-06
GenWealth Group, Inc.
INCREASED64,58564,037+548+1%$44.0M$45.3M+$1.3M2026-10-16
SigFig Wealth Management, LLC
INCREASED64,53564,400+135+0%$43.9M$45.2M+$1.4M2026-10-07
St. Louis Trust Co
DECREASED63,84466,059-2,215-3%$8.6M$44.7M+$36.2M2026-11-03
Cora Capital Advisors LLC
INCREASED63,83963,293+546+1%$43.5M$44.7M+$1.3M2026-11-02
Evanson Financial, LLC
INCREASED63,66363,582+81+0%$43.7M$44.6M+$950.0K2026-10-23
Ulrich Consultants & Investment Group, LLC
NEW63,066—+63,066——$44.2M—2026-10-13
First Merchants Corp
INCREASED62,78662,651+135+0%$43.0M$44.0M+$974.9K2026-10-15
Integral Investment Advisors, Inc.
DECREASED62,26462,578-3140%$43.0M$43.6M+$659.2K2026-11-03
Aurelius Family Office LLC
INCREASED62,11261,313+799+1%$42.1M$43.5M+$1.4M2026-10-23
Ameraudi Asset Management, Inc.
INCREASED62,09957,925+4,174+7%$39.8M$43.5M+$3.7M2026-11-05
Oxler Private Wealth LLC
DECREASED61,61261,678-660%$42.4M$43.2M+$820.2K2026-10-21
Royal Fund Management, LLC
INCREASED61,58059,524+2,056+3%$40.9M$43.2M+$2.3M2026-10-22
Thayer Partners, LLC / MA
DECREASED61,55563,332-1,777-3%$43.5M$43.1M-$355.4K2026-11-06
Bear Mountain Capital, Inc.
INCREASED61,50760,572+935+2%$41.9M$43.2M+$1.3M2026-11-04
Ejmk Ventures LLC
INCREASED61,16358,557+2,606+4%$40.2M$42.9M+$2.6M2026-10-21
Avantax Planning Partners, Inc.
DECREASED61,04464,219-3,175-5%$44.1M$42.8M-$1.3M2026-11-03
1888 Investments, LLC
INCREASED60,65531,060+29,595+95%$21.3M$42.5M+$21.2M2026-11-04
Principal Financial Group Inc
DECREASED60,59161,543-952-2%$42.3M$42.5M+$197.5K2026-11-02
Souders Financial Advisors
INCREASED60,03059,215+815+1%$40.7M$42.1M+$1.4M2026-11-03
Axxcess Wealth Management, LLC
DECREASED59,858122,217-62,359-51%$83.9M$42.0M-$42.0M2026-10-21
Pittenger & Anderson Inc
DECREASED59,53164,655-5,124-8%$44.4M$41.7M-$2.7M2026-11-02
Rational Advisors, Inc.
INCREASED59,02550,476+8,549+17%$34.7M$41.4M+$6.7M2026-11-02
Aufman Associates Inc
DECREASED58,91459,636-722-1%$41.0M$41.3M+$331.8K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED58,63357,473+1,160+2%$39.5M$41.1M+$1.6M2026-10-05
Factor Wealth Management LTD
INCREASED58,45858,181+277+0%$40.0M$41.0M+$1.0M2026-10-08
Axos Invest Inc.
INCREASED58,21757,889+328+1%$40.3M$40.8M+$464.0K2026-10-21
Brighton Jones LLC
INCREASED58,05645,789+12,267+27%$31.4M$40.7M+$9.2M2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED57,78353,321+4,462+8%$36.6M$40.5M+$3.9M2026-10-23
Strs Ohio
INCREASED57,30129,125+28,176+97%$20.0M$40.2M+$20.2M2026-10-30
Greenbush Financial Group, LLC
DECREASED57,22769,832-12,605-18%$48.0M$40.1M-$7.9M2026-10-15
Dynamic Advisor Solutions LLC
DECREASED57,03557,555-520-1%$39.5M$40.0M+$443.8K2026-10-13
Boston Trust Walden Corp
INCREASED56,83055,859+971+2%$38.4M$39.8M+$1.5M2026-10-30
Tompkins Financial Corp
INCREASED56,63055,534+1,096+2%$38.1M$39.7M+$1.5M2026-10-05
Prairie Advisory, LLC
INCREASED56,55028,507+28,043+98%$19.6M$39.6M+$20.1M2026-10-19
VVR Holdings LLC
INCREASED56,25454,554+1,700+3%$37.5M$39.4M+$2.0M2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED56,16654,203+1,963+4%$37.2M$39.4M+$2.1M2026-10-08
MacKenzie Financial Corp
INCREASED56,07125,632+30,439+119%$17.6M$39.3M+$21.7M2026-11-02
SBK Financial, Inc.
INCREASED55,86136,737+19,124+52%$25.2M$39.2M+$13.9M2026-11-02
HUB Investment Partners, LLC
INCREASED55,50753,975+1,532+3%$37.1M$38.9M+$1.8M2026-11-03
Autumn Glory Partners, LLC
INCREASED55,41450,808+4,606+9%$34.9M$38.8M+$3.9M2026-10-26
Strategent Financial, LLC
INCREASED55,05651,581+3,475+7%$35.4M$38.6M+$3.2M2026-10-30
R. W. Roge & Company, Inc.
INCREASED54,63754,388+249+0%$37.4M$38.3K-$37.3M2026-11-04
Balance Wealth Partners LLC
INCREASED54,60849,154+5,454+11%$33.8M$38.3M+$4.5M2026-10-27
Oak Root LLC
UNCHANGED54,51954,51900%$37.4M$38.2M+$766.0K2026-10-09
Parallel Advisors, LLC
INCREASED54,47652,708+1,768+3%$36.2M$38.2M+$2.0M2026-11-03
ASO Group Ltd
DECREASED54,21860,989-6,771-11%$41.9M$38.0K-$41.9M2026-11-05
Rareview Capital LLC
INCREASED54,01449,439+4,575+9%$28.1M$37.9M+$9.8M2026-11-05
ADE, LLC
INCREASED52,48150,860+1,621+3%$34.9M$36.8M+$1.9M2026-10-29
Acorn Financial Advisory Services Inc
INCREASED52,39743,580+8,817+20%$29.9M$36.7M+$6.8M2026-11-02
Journey Beyond Wealth, LLC
INCREASED52,37050,130+2,240+4%$34.4M$36.7M+$2.3M2026-11-04
Cullen T Bankers, Inc.
INCREASED52,07350,928+1,145+2%$35.0M$36.5M+$1.5M2026-10-28
Phillips Financial Management, LLC
DECREASED51,28551,871-586-1%$35.6M$35.9M+$317.9K2026-10-19
First Financial Corp
DECREASED50,97652,235-1,259-2%$35.9M$35.7M-$148.5K2026-10-13
Envision Financial LLC
INCREASED50,92643,539+7,387+17%$29.9M$35.7M+$5.8M2026-10-15
Williams Jones Wealth Management, Llc.
INCREASED50,70050,682+18+0%$34.8M$35.5M+$725.2K2026-11-05
First Citizens Bank & Trust Co
INCREASED50,53547,358+3,177+7%$32.5M$35.4M+$2.9M2026-10-14
Garde Capital, Inc.
DECREASED50,50552,059-1,554-3%$35.8M$35.4M-$357.4K2026-10-29
Canerector Inc
UNCHANGED50,00050,00000%$34.3M$35.0M+$702.5K2026-10-13
PKO Investment Management Joint-Stock Co
INCREASED49,98249,725+257+1%$34.2M$35.0M+$878.8K2026-10-19
HighRoad Wealth Advisors, LLC
DECREASED49,80951,626-1,817-4%$35.5M$34.9M-$547.7K2026-10-14
Woodside Wealth Management LLC
INCREASED49,78849,298+490+1%$33.9M$34.9M+$1.0M2026-10-16
Pearl Planning LLC
INCREASED49,45045,453+3,997+9%$31.2M$34.7M+$3.4M2026-10-13
XY Planning Network, Inc.
INCREASED49,35848,815+543+1%$33.5M$34.6M+$1.1M2026-10-14
Waldron Private Wealth LLC
INCREASED49,03548,571+464+1%$33.4M$34.4M+$1.0M2026-11-02
Capital Investment Advisors, LLC
INCREASED49,01644,507+4,509+10%$30.6M$34.4M+$3.8M2026-10-22
True North Advisors, LLC
NEW49,013—+49,013——$34.4M—2026-10-22
Romano Brothers and Company
INCREASED48,26447,365+899+2%$32.5M$33.8M+$1.3M2026-10-22
Integrated Advisors Network LLC
INCREASED48,02444,900+3,124+7%$30.8M$33.7M+$2.8M2026-10-20
Spire Wealth Management
INCREASED47,82445,087+2,737+6%$31.0M$33.5M+$2.6M2026-10-30
Trek Financial, LLC
DECREASED47,77260,576-12,804-21%$41.6M$33.5M-$8.1M2026-10-29
Wheelhouse Advisory Group LLC
INCREASED47,50244,932+2,570+6%$30.9M$33.3M+$2.4M2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED47,32846,454+874+2%$31.9M$33.2M+$1.3M2026-11-05
EnRich Financial Partners LLC
DECREASED47,21147,251-400%$32.5M$33.1M+$635.9K2026-10-21
McNaughton Wealth Management, LLC
INCREASED47,13444,399+2,735+6%$30.5M$33.0M+$2.5M2026-10-09
Powerhouse Assets LLC
DECREASED46,91146,931-200%$32.2M$32.9M+$646.0K2026-10-19
Victory Financial Group, LLC
INCREASED45,94645,399+547+1%$31.2M$32.2M+$1.0M2026-10-27
Freedom Financial Partners LLC
INCREASED45,62344,394+1,229+3%$30.5M$32.0M+$1.5M2026-10-19
Independent Financial Group, LLC
INCREASED45,59943,560+2,039+5%$29.9M$32.0M+$2.0M2026-10-13
Bryant Woods Investment Advisors, LLC
INCREASED45,58344,105+1,478+3%$30.3M$31.9M+$1.7M2026-10-26
O'Connor Financial Group LLC
INCREASED45,32544,893+432+1%$30.8M$31.8M+$933.4K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED45,16645,760-594-1%$31.4M$31.7M+$226.7K2026-11-04
High Net Worth Advisory Group LLC
DECREASED45,16446,663-1,499-3%$32.0M$31.7M-$395.1K2026-10-26
Matrix Trust Co
INCREASED44,82644,818+8+0%$30.8K$31.4K+$6362026-10-07
Meridian Financial Partners LLC
INCREASED44,60044,262+338+1%$30.5M$31.6M+$1.1M2026-10-23
Fairscale Capital, LLC
DECREASED44,59544,731-1360%$30.7M$31.0M+$263.0K2026-11-04
First National Trust Co
INCREASED43,72642,611+1,115+3%$29.3M$30.6M+$1.4M2026-10-28
North Star Investment Management Corp.
DECREASED43,45144,013-562-1%$30.2M$30.5M+$224.6K2026-10-27
Visionary Wealth Advisors
INCREASED43,28643,122+164+0%$29.6M$30.3M+$720.8K2026-11-04
Eagle Strategies LLC
INCREASED43,27841,657+1,621+4%$28.6M$30.3M+$1.7M2026-10-16
Base Wealth Management LLC
INCREASED43,24843,061+187+0%$29.6M$30.3M+$736.1K2026-10-21
1834 Investment Advisors Co
DECREASED42,97443,073-990%$29.6M$30.1M+$536.0K2026-10-16
Merrithew & Thorsten Inc
DECREASED42,28042,728-448-1%$29.3M$29.6M+$286.6K2026-11-06
Banta Asset Management LP
INCREASED42,19741,142+1,055+3%$28.3M$29.6M+$1.3M2026-11-02
Lanark Financial, Inc.
INCREASED42,09340,585+1,508+4%$27.9M$29.5M+$1.6M2026-10-26
Provenance Wealth Advisors, LLC
INCREASED41,9354,922+37,013+752%$3.4M$29.4M+$26.0M2026-10-30
Highline Wealth Partners LLC
INCREASED41,72237,706+4,016+11%$25.9M$29.2M+$3.3M2026-10-19
Canton Hathaway, LLC
DECREASED41,62744,750-3,123-7%$30.7M$29.2M-$1.6M2026-10-23
PFG Advisors
DECREASED41,62742,620-993-2%$29.3M$29.2M-$97.4K2026-10-16
Joel Isaacson & Co., LLC
DECREASED41,49041,683-1930%$28.6M$29.1M+$450.0K2026-11-05
Montag A & Associates Inc
INCREASED41,42540,213+1,212+3%$27.6M$29.0M+$1.4M2026-10-29
Westwind Capital
NEW41,298—+41,298——$28.9K—2026-10-08
Carroll Advisory Group, LLC
DECREASED41,24241,700-458-1%$28.6M$28.9M+$264.8K2026-10-16
King Luther Capital Management Corp
DECREASED41,16345,404-4,241-9%$31.2M$28.8M-$2.3M2026-11-05
Topor & Co. Korea
DECREASED41,11341,357-244-1%$28.4M$28.8M+$410.1K2026-10-22
Naples Global Advisors, LLC
INCREASED40,81340,597+216+1%$27.9M$28.6M+$722.2K2026-11-05
Evergreen Capital Management LLC
INCREASED40,72037,355+3,365+9%$25.7M$28.5M+$2.9M2026-10-23
Venture Visionary Partners LLC
DECREASED40,68841,241-553-1%$28.3M$28.5M+$191.6K2026-10-07
Peachtree Investment Partners, LLC
INCREASED40,49936,932+3,567+10%$25.4M$28.4M+$3.0M2026-11-05
Verus Capital Partners, LLC
DECREASED40,09743,074-2,977-7%$29.6M$28.1M-$1.5M2026-11-03
Soltis Investment Advisors LLC
INCREASED40,05223,087+16,965+73%$15.9M$28.1M+$12.2M2026-10-28
Family Office Research LLC
DECREASED39,83039,949-1190%$27.4M$27.9M+$478.8K2026-10-14
Andrews Advisory Associates, LLC
INCREASED39,79038,501+1,289+3%$26.4M$27.9M+$1.4M2026-10-15
TMB Capital Partners, LLC
INCREASED39,73338,803+930+2%$26.7M$27.8M+$1.2M2026-10-20
Lotus Asset Management LLC
INCREASED39,69938,688+1,011+3%$26.6M$27.8M+$1.2M2026-10-14
Retirement Wealth Solutions LLC
DECREASED39,49139,857-366-1%$27.4M$27.7M+$303.1K2026-10-07
Tsfg, LLC
DECREASED39,42040,195-775-2%$27.6M$27.6K-$27.6M2026-10-23
Prospera Capital Management, LLC
INCREASED39,40238,034+1,368+4%$26.3M$27.6M+$1.3M2026-10-19
Wetzel Investment Advisors, Inc.
INCREASED39,10938,096+1,013+3%$26.2M$27.4M+$1.2M2026-10-13
Verdence Capital Advisors LLC
INCREASED38,90937,751+1,158+3%$25.9M$27.3M+$1.3M2026-10-26
Manchester Capital Management LLC
INCREASED38,88137,961+920+2%$26.1M$27.2M+$1.2M2026-10-22
Intelligent Financial Strategies
DECREASED38,68640,378-1,692-4%$27.7M$27.1M-$618.5K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED38,68035,928+2,752+8%$24.7M$27.1M+$2.4M2026-10-22
Facet Wealth, Inc.
DECREASED38,61040,733-2,123-5%$28.0M$27.1M-$915.6K2026-11-04
Richardson Capital Management LLC
INCREASED38,53536,747+1,788+5%$25.2M$27.0M+$1.8M2026-10-23
Capital City Trust Co
INCREASED38,47137,634+837+2%$25.8M$27.0M+$1.1M2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED38,46638,46600%$26.4M$27.0M+$540.4K2026-10-29
Cornerstone Wealth Group, LLC
DECREASED38,34638,432-860%$26.4M$26.9M+$479.7K2026-11-02
Beaumont Financial Advisors, LLC
DECREASED38,18638,216-300%$26.2M$26.8M+$516.4K2026-10-22
Chris Bulman Inc
INCREASED38,12935,322+2,807+8%$24.3M$26.7M+$2.5M2026-10-20
First National Bank Sioux Falls
DECREASED38,00750,224-12,217-24%$32.4M$26.6M-$5.7M2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED37,99738,801-804-2%$26.6M$26.6K-$26.6M2026-11-05
Piedmont Capital Management, LLC
INCREASED37,99436,924+1,070+3%$25.4M$26.6M+$1.3M2026-10-21
Asset One Wealth Management LLC
INCREASED37,88736,222+1,665+5%$25.1M$26.6M+$1.4M2026-11-02
Univest Financial Corp
DECREASED37,40137,714-313-1%$25.9M$26.2M+$310.8K2026-11-05
Wesbanco Bank Inc
INCREASED37,26835,518+1,750+5%$24.4M$26.1M+$1.7M2026-11-04
Div Capital Phoenix Assets Ltd
UNCHANGED37,20037,20000%$25.5M$26.1M+$522.7K2026-10-20
Indivisible Partners
INCREASED37,15335,680+1,473+4%$24.5M$26.0M+$1.5M2026-10-26
Uptick Partners, LLC
INCREASED37,12730,316+6,811+22%$20.8M$26.0M+$5.2M2026-11-04
Cornerstone National Bank & Trust Co
INCREASED37,09730,642+6,455+21%$21.0M$26.1M+$5.1M2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED37,06336,803+260+1%$25.3M$26.0M+$698.5K2026-11-04
Dodds Wealth, LLC
INCREASED36,85135,078+1,773+5%$24.1M$25.8M+$1.7M2026-11-02
Maseco LLP
DECREASED36,48037,569-1,089-3%$25.8M$25.6M-$210.4K2026-10-27
MKT Advisors LLC
DECREASED36,28637,294-1,008-3%$25.6M$25.8M+$186.0K2026-10-20
AMG Asset Management Group, Inc.
INCREASED36,05635,372+684+2%$24.3M$25.3M+$976.4K2026-10-21
Conning Inc.
DECREASED36,01444,272-8,258-19%$30.4M$25.2M-$5.2M2026-10-27
First American Bank
INCREASED35,94432,914+3,030+9%$22.6M$25.2M+$2.6M2026-10-27
Farmers & Merchants Investments Inc
DECREASED35,91136,563-652-2%$25.1M$25.2M+$56.7K2026-10-22
Sage Investment Advisers LLC
INCREASED35,71630,994+4,722+15%$21.3M$25.0M+$3.7M2026-10-21
Precedent Wealth Partners, LLC
INCREASED35,51328,604+6,909+24%$19.6M$24.9M+$5.2M2026-10-21
CWS Financial Advisors, LLC
DECREASED35,45837,948-2,490-7%$26.1M$24.9M-$1.2M2026-10-16
Clark Financial Services Group Inc
INCREASED35,41734,766+651+2%$23.9M$24.8M+$944.4K2026-10-19
Wealth Group Ltd
DECREASED35,40036,336-936-3%$25.0M$25.0M+$90.9K2026-10-07
Balentine LLC
DECREASED35,32035,453-1330%$24.3M$24.8M+$405.0K2026-11-03
Barings LLC
UNCHANGED35,29935,29900%$24.2M$24.7M+$496.0K2026-10-22
Western Reserve Capital Management, LLC
DECREASED35,19735,536-339-1%$24.4M$24.7M+$261.7K2026-10-14
Abound Wealth Management
INCREASED35,18933,307+1,882+6%$22.9M$24.7M+$1.8M2026-10-26
North Point Portfolio Managers Corp
INCREASED35,16025,264+9,896+39%$17.4M$24.6M+$7.3M2026-10-07
waypoint wealth counsel
INCREASED35,10434,498+606+2%$23.7M$24.6M+$909.2K2026-10-22
Alamar Capital Management, LLC
DECREASED34,93436,411-1,477-4%$25.0M$24.5M-$523.6K2026-11-02
Skyline Advisors, Inc.
INCREASED34,58627,812+6,774+24%$19.1M$24.2M+$5.1M2026-11-03
jvl associates llc
DECREASED34,54034,877-337-1%$24.0M$24.2M+$253.9K2026-10-09
Sageworth Trust Co of South Dakota
INCREASED34,48428,219+6,265+22%$19.4M$24.2M+$4.8M2026-10-30
Lakeshore Financial Planning, Inc.
DECREASED33,96634,551-585-2%$23.7M$23.8M+$74.5K2026-10-13
Community Bank, N.A.
UNCHANGED33,76633,76600%$23.2M$23.7M+$474.4K2026-11-06
Evolution Wealth Advisors, LLC
INCREASED33,63232,873+759+2%$22.6M$23.6M+$994.2K2026-11-03
Certified Advisory Corp
INCREASED33,29730,176+3,121+10%$20.7M$23.3M+$2.6M2026-10-29
JHP Wealth Management, LLC
DECREASED33,22833,257-290%$22.8M$23.3M+$447.0K2026-11-06
Pinnacle Bancorp, Inc.
INCREASED33,09433,029+65+0%$22.7M$23.2M+$509.8K2026-10-21
Lake Hills Wealth Management, LLC
DECREASED32,96333,325-362-1%$22.9M$23.1M+$214.5K2026-10-07
Sapient Capital LLC
INCREASED32,86131,454+1,407+4%$21.6M$23.0M+$1.4M2026-10-08
Caldwell Trust Co
INCREASED32,78332,714+69+0%$22.5M$23.0M+$508.0K2026-10-30
Meridian Wealth Management, LLC
INCREASED32,78232,325+457+1%$22.2M$23.0M+$774.2K2026-11-05
Virtue Capital Management, LLC
DECREASED32,77332,803-300%$22.5M$23.0M+$444.1K2026-10-29
Braun Stacey Associates Inc
DECREASED32,67633,455-779-2%$23.0M$22.9M-$75.9K2026-10-19
Joel Adams & Associates, Inc.
INCREASED32,59132,441+150+0%$22.3M$22.8M+$561.1K2026-11-02
Asset Allocation & Management Company, LLC
DECREASED32,53434,985-2,451-7%$24.0K$22.8K-$1.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED32,50827,559+4,949+18%$18.9M$22.8M+$3.9M2026-10-14
Matrix Asset Advisors Inc
INCREASED32,44231,620+822+3%$21.7M$22.7M+$1.0M2026-10-13
Carnegie Investment Counsel
DECREASED32,41532,596-181-1%$22.4M$22.7M+$331.2K2026-10-20
Cynosure Group, LLC
DECREASED32,31933,505-1,186-4%$23.0M$22.7M-$358.9K2026-11-03
Parkside Financial Bank & Trust
DECREASED32,26132,338-770%$22.2M$22.6M+$400.3K2026-10-27
Blue Square Asset Management, LLC
INCREASED32,11431,058+1,056+3%$21.3M$22.5M+$1.2M2026-11-02
Secure Asset Management, LLC
INCREASED32,03329,953+2,080+7%$20.6M$22.5M+$1.9M2026-10-19
Clark Asset Management, LLC
INCREASED32,00027,367+4,633+17%$18.8M$22.4M+$3.6M2026-10-19
Stone Wealth Partners
INCREASED31,99415,435+16,559+107%$10.6M$22.4M+$11.8M2026-11-05
Nottingham Advisors, Inc.
INCREASED31,89331,888+5+0%$21.8M$22.4M+$645.8K2026-10-29
Burney Co/
INCREASED31,88831,379+509+2%$21.6M$22.3M+$797.6K2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED31,87634,333-2,457-7%$23.6M$22.3M-$1.2M2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
INCREASED31,85730,198+1,659+5%$20.7M$22.3M+$1.6M2026-10-09
GC Wealth Management RIA, LLC
INCREASED31,77129,388+2,383+8%$20.2M$22.3M+$2.1M2026-11-02
Ballentine Capital Advisors, Inc
INCREASED31,76031,522+238+1%$21.6M$22.3M+$609.1K2026-10-14
Baker Ellis Asset Management LLC
INCREASED31,73830,805+933+3%$21.2M$22.2M+$1.1M2026-10-14
Owl Creek Wealth Partners LLC
INCREASED31,54931,265+284+1%$21.5M$22.1M+$638.5K2026-10-20
International Assets Investment Management, LLC
INCREASED31,47028,507+2,963+10%$19.5M$22.1M+$2.6M2026-11-02
Glenview Trust Co
INCREASED31,44528,069+3,376+12%$19.3M$22.0M+$2.8M2026-10-28
Washington Trust Advisors, Inc.
INCREASED31,04628,141+2,905+10%$19.3M$21.8M+$2.4M2026-10-22
Sunbeam Capital Management, LLC
DECREASED30,94231,141-199-1%$21.4M$21.7M+$298.1K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED30,53328,944+1,589+5%$19.9M$21.4M+$1.5M2026-10-27
Modera Wealth Management, LLC
DECREASED30,45430,771-317-1%$21.1M$21.3M+$209.8K2026-10-28
Bestgate Wealth Advisors, LLC
INCREASED30,4103,420+26,990+789%$2.3M$21.3M+$19.0M2026-10-13
Davidson Kahn Capital Management, LLC
DECREASED30,39130,466-750%$20.9M$21.3M+$374.4K2026-10-26
Pilgrim Partners Asia Pte Ltd
DECREASED30,22531,900-1,675-5%$21.9M$21.2M-$725.7K2026-10-29
Ironsides Asset Advisors, LLC
INCREASED29,57229,552+20+0%$20.3M$20.7M+$429.5K2026-10-20
Stone Loft Wealth Management LLC
INCREASED29,33024,227+5,103+21%$16.8M$20.6M+$3.7M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED29,33029,123+207+1%$20.0M$20.6M+$554.2K2026-10-26
Yankcom Partnership
INCREASED29,19226,341+2,851+11%$18.1M$20.5M+$2.4M2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED29,18428,607+577+2%$19.6M$20.5M+$806.6K2026-11-02
Gibson Wealth Advisors LLC
DECREASED29,08329,266-183-1%$20.1M$20.4M+$282.7K2026-10-20
SAX Wealth Advisors, LLC
INCREASED29,07023,475+5,595+24%$14.0M$20.4M+$6.3M2026-10-13
Sowell Financial Services LLC
DECREASED29,01129,290-279-1%$20.1M$20.3M+$216.3K2026-10-23
Avory & Company, LLC
UNCHANGED28,81028,81000%$19.8M$20.2M+$404.8K2026-10-21
NewCorp Financial Services, Inc.
DECREASED28,77030,346-1,576-5%$20.8M$20.2M-$677.6K2026-10-14
M Holdings Securities, Inc.
NEW28,710—+28,710——$19.9K—2026-11-03
FWG Investments, Llc.
INCREASED28,55727,472+1,085+4%$18.9M$20.0M+$1.1M2026-11-03
Arista Wealth Management, LLC
DECREASED28,36728,421-540%$19.5M$19.9M+$361.6K2026-10-29
Compound Planning, Inc.
INCREASED28,25928,084+175+1%$19.3M$19.8M+$517.4K2026-11-05
Copper Harbor Investment Advisors, LLC
INCREASED27,99727,598+399+1%$19.0M$19.6M+$667.7K2026-10-16
Abacus Planning Group, Inc.
DECREASED27,93929,477-1,538-5%$20.2M$19.6M-$663.7K2026-11-02
First Premier Bank
DECREASED27,60735,458-7,851-22%$24.4K$19.3K-$5.0K2026-10-13
Pictet North America Advisors SA
NEW27,529—+27,529——$19.3M—2026-10-21
Rossmore Private Capital
INCREASED27,15526,403+752+3%$18.1M$19.0M+$898.0K2026-10-27
McClarren Financial Advisors, Inc.
INCREASED27,14723,156+3,991+17%$15.9M$19.0M+$3.1M2026-10-15
Corda Investment Management, Llc.
DECREASED27,14627,166-200%$18.7M$19.0M+$368.1K2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED26,98726,716+271+1%$18.3M$18.9M+$565.1K2026-11-02
Blackston Financial Advisory Group, LLC
DECREASED26,95728,397-1,440-5%$19.5M$18.9M-$610.6K2026-11-04
WoodTrust Financial Corp
INCREASED26,83726,737+100+0%$18.4M$18.8K-$18.3M2026-10-09
Charis Legacy Partners, LLC
INCREASED26,80924,916+1,893+8%$17.1M$18.8M+$1.7M2026-10-22
Resonant Capital Advisors, LLC
DECREASED26,64326,734-910%$18.4M$18.7M+$311.9K2026-10-15
Invenio Wealth Partners LLC
DECREASED26,53826,565-270%$18.2M$18.6M+$354.3K2026-10-20
Future Financial Wealth Managment LLC
INCREASED26,44825,525+923+4%$17.3M$18.5M+$1.2M2026-10-15
Ascentis Independent Advisors
INCREASED26,320143+26,177+18306%$98.2K$18.4M+$18.3M2026-11-03
TritonPoint Partners, LLC
DECREASED26,17235,176-9,004-26%$24.2M$18.3M-$5.8M2026-11-05
Climber Capital SA
DECREASED26,15026,200-500%$17.6M$17.0M-$571.3K2026-10-20
Curbstone Financial Management Corp
INCREASED26,08226,032+50+0%$17.9M$18.3M+$400.8K2026-10-21
Traphagen Investment Advisors LLC
INCREASED26,01125,676+335+1%$17.6M$18.2M+$595.4K2026-10-14
B.O.S.S. Retirement Advisors, LLC
DECREASED25,98033,585-7,605-23%$23.1M$18.2M-$4.9M2026-10-26
Hegarty Advisors, LLC
INCREASED25,92123,534+2,387+10%$16.2M$18.2M+$2.0M2026-10-20
Harbour Trust & Investment Management Co
NEW25,873—+25,873——$18.1M—2026-10-28
First Heartland Consultants, Inc.
INCREASED25,83824,663+1,175+5%$16.9M$18.1M+$1.2M2026-10-08
Verus Wealth Management, LLC
INCREASED25,68922,686+3,003+13%$15.6M$18.0M+$2.4M2026-10-13
Thrive Capital Management, LLC
INCREASED25,65821,061+4,597+22%$14.5M$18.0M+$3.5M2026-10-28
OFC Financial Planning, LLC
INCREASED25,56925,191+378+2%$17.3M$17.9M+$618.5K2026-11-06
Ritholtz Wealth Management
DECREASED25,52926,100-571-2%$17.9M$17.9M-$33.5K2026-11-05
Avity Investment Management Inc.
INCREASED25,48924,885+604+2%$17.1M$17.9M+$773.0K2026-10-09
NBT Bank, N.A.
DECREASED25,45225,641-189-1%$17.6M$17.8M+$227.6K2026-10-21
Vicus Capital
INCREASED25,26925,228+41+0%$17.3M$17.7M+$383.2K2026-11-05
Magnus Financial Group LLC
INCREASED25,05021,392+3,658+17%$14.7M$17.6M+$2.9M2026-10-21
First Command Advisory Services, Inc.
INCREASED24,95521,890+3,065+14%$15.0M$17.5M+$2.5M2026-11-05
AdvisorNet Financial, Inc
DECREASED24,91731,884-6,967-22%$21.9M$17.6M-$4.3M2026-10-15
Freestate Advisors LLC
DECREASED24,91525,809-894-3%$17.7M$17.5M-$264.2K2026-10-09
Tactive Advisors, LLC
DECREASED24,70524,739-340%$17.0M$17.3M+$324.4K2026-10-08
Midwest Financial Partners Investments, Inc.
INCREASED24,68622,535+2,151+10%$15.5M$17.3M+$1.8M2026-10-08
Tritonpoint Wealth, LLC
INCREASED24,57724,537+40+0%$16.9M$17.2M+$372.7K2026-10-19
Guardian Financial Partners, LLC
DECREASED24,54325,754-1,211-5%$17.7M$17.2M-$487.0K2026-11-04
Vested Financial Planning, LLC
DECREASED24,54228,143-3,601-13%$19.3M$17.2M-$2.1M2026-10-28
Ascent Group, LLC
DECREASED24,23525,522-1,287-5%$17.5M$17.0M-$543.3K2026-10-30
A4 Wealth Advisors LLC
DECREASED24,22627,918-3,692-13%$19.2M$17.0M-$2.2M2026-10-20
Fermata Advisors, LLC
INCREASED24,20415,403+8,801+57%$10.6M$17.0M+$6.4M2026-10-13
Peak Financial Management, Inc.
DECREASED24,15924,661-502-2%$16.9M$16.9M-$5.1K2026-10-16
Root Financial Partners, LLC
INCREASED24,15416,287+7,867+48%$11.2M$16.9M+$5.7M2026-10-21
Xena Financial Planning, LLC
INCREASED24,08523,209+876+4%$15.9M$16.9M+$940.1K2026-10-13
Cordoba Advisory Partners LLC
INCREASED24,06522,869+1,196+5%$15.7M$16.9M+$1.2M2026-10-19
4Wealth Advisors, Inc.
INCREASED24,0573,551+20,506+577%$2.4M$16.9M+$14.5M2026-10-13
TFB Advisors LLC
DECREASED23,99324,314-321-1%$16.7M$16.8M+$117.1K2026-11-02
Wilmington Savings Fund Society, FSB
INCREASED23,94023,452+488+2%$16.1M$16.8M+$671.5K2026-10-23
Flower City Capital
INCREASED23,88723,825+62+0%$16.4M$16.7M+$378.2K2026-10-15
Trinity Financial Advisors LLC
INCREASED23,80422,700+1,104+5%$15.6M$16.7M+$1.1M2026-10-09
Laurel Wealth Planning LLC
DECREASED23,70524,575-870-4%$16.9M$16.6M-$264.5K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED23,70523,033+672+3%$15.8M$16.6M+$795.5K2026-10-14
Payden & Rygel
DECREASED23,68825,632-1,944-8%$17.6M$16.6K-$17.6M2026-10-28
Creative Financial Designs Inc
INCREASED23,67221,939+1,733+8%$15.1M$16.6M+$1.5M2026-11-04
Oath Planning, LLC
INCREASED23,67020,240+3,430+17%$13.9M$16.6M+$2.7M2026-10-20
Silverlake Wealth Management LLC
DECREASED23,58823,595-70%$16.2M$16.5M+$326.5K2026-10-21
August Group Capital Ltd
INCREASED23,56413,192+10,372+79%$9.1M$16.5M+$7.5M2026-10-14
Calder Financial LLC
DECREASED23,37123,838-467-2%$16.4M$16.4M+$7.1K2026-10-13
Strategic Financial Group, LLC
DECREASED23,34023,462-122-1%$16.1M$16.4M+$244.1K2026-10-08
Connecticut Wealth Management, LLC
INCREASED23,32423,063+261+1%$15.8M$16.3M+$506.7K2026-10-13
Bishop & Co Investment Management, LLC
DECREASED23,29723,575-278-1%$16.2M$16.3M+$135.9K2026-11-05
DeDora Capital, Inc.
DECREASED23,19623,813-617-3%$16.4M$16.3M-$97.8K2026-10-26
Mission Wealth Management, LP
DECREASED23,09642,655-19,559-46%$29.3M$16.2M-$13.1M2026-10-15
Redhawk Wealth Advisors, Inc.
INCREASED23,02810,868+12,160+112%$7.5M$16.1M+$8.7M2026-10-14
Legacy Wealth Partners, LLC
DECREASED23,02423,126-1020%$15.9M$16.1M+$253.5K2026-10-15
Traynor Capital Management, Inc.
DECREASED22,80324,428-1,625-7%$16.8M$16.0M-$795.1K2026-10-29
Roth Financial Partners LLC
DECREASED22,78523,586-801-3%$16.2M$16.0M-$230.0K2026-10-06
Schneider Downs Wealth Management Advisors, LP
INCREASED22,72622,119+607+3%$15.2M$15.9M+$736.1K2026-10-27
SVB Wealth LLC
DECREASED22,67328,344-5,671-20%$19.5M$15.9M-$3.6M2026-11-06
Signal Advisors Wealth, LLC
INCREASED22,64715,879+6,768+43%$10.9M$15.9M+$5.0M2026-10-13
Hilltop National Bank
UNCHANGED22,64522,64500%$15.6M$15.9M+$318.2K2026-10-14
Fiduciary Advisors, Inc.
DECREASED22,53923,117-578-2%$15.9M$15.8M-$80.5K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED22,52420,743+1,781+9%$14.2M$15.8M+$1.5M2026-11-03
Elevatus Welath Management
INCREASED22,41013,322+9,088+68%$9.1M$15.7M+$6.6M2026-10-19
Smith Partners Wealth Management, LLC
INCREASED22,32618,702+3,624+19%$12.8M$15.6M+$2.8M2026-11-05
Bison Wealth, LLC
DECREASED22,30222,792-490-2%$15.7M$15.9M+$208.4K2026-10-13
Harbor Investment Advisory, LLC
INCREASED22,29921,966+333+2%$15.1M$15.6M+$542.0K2026-10-13
Agate Pass Investment Management, LLC
INCREASED21,90719,071+2,836+15%$13.1M$15.4M+$2.3M2026-10-20
Sachem Hill LLC
DECREASED21,87922,285-406-2%$15.3M$15.3M+$28.8K2026-10-14
Patten & Patten Inc
DECREASED21,79021,819-290%$15.0M$15.3M+$285.8K2026-10-26
Security Financial Services, Inc.
DECREASED21,75723,001-1,244-5%$15.8M$15.2M-$548.7K2026-10-29
Luminvest Wealth Management LLC
DECREASED21,56623,198-1,632-7%$15.9M$15.2M-$651.3K2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED21,52921,629-1000%$14.9M$15.1M+$233.8K2026-11-04
Enclave Advisors LLC
DECREASED21,47022,135-665-3%$15.2M$15.0M-$155.2K2026-10-14
Affinity Capital Advisors, LLC
INCREASED21,42415,079+6,345+42%$10.4M$15.3M+$4.9M2026-10-13
Birch Financial Group, LLC
INCREASED21,41621,233+183+1%$14.6M$15.0M+$426.0K2026-10-27
Soundwatch Capital LLC
DECREASED21,41121,506-950%$14.8M$15.1M+$378.6K2026-11-04
Relyea Zuckerberg Hanson LLC
INCREASED21,07320,998+75+0%$14.4M$14.8M+$347.1K2026-10-20
New England Private Wealth Advisors LLC
INCREASED21,04619,470+1,576+8%$13.2M$14.8M+$1.5M2026-10-19
Navigate Wealth Management, LLC
INCREASED20,98818,576+2,412+13%$12.7M$15.0M+$2.3M2026-10-14
Donalies Financial Planning, LLC
DECREASED20,81520,836-210%$14.3M$14.6M+$278.2K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED20,80916,951+3,858+23%$11.5M$14.6M+$3.0M2026-10-13
Atlatl Advisers LLC
DECREASED20,76921,099-330-2%$14.5M$14.6M+$65.0K2026-10-22
Strategic Blueprint, LLC
INCREASED20,69420,401+293+1%$14.0M$14.5M+$492.1K2026-10-22
Vestia Personal Wealth Advisors
INCREASED20,43318,424+2,009+11%$12.6M$14.3M+$1.7M2026-10-20
Brindle & Bay Financial Advisors, LLC
INCREASED20,43013,300+7,130+54%$9.1M$14.3M+$5.2M2026-10-15
Nations Financial Group Inc,
INCREASED20,40519,884+521+3%$13.7M$14.3M+$644.0K2026-11-05
New York Life Investment Management LLC
INCREASED20,22018,182+2,038+11%$12.5M$13.6M+$1.1M2026-11-04
Landaas & Co
INCREASED20,17419,854+320+2%$13.6M$14.1M+$503.3K2026-10-29
Y.D. More Investments Ltd
DECREASED20,00432,492-12,488-38%$22.3M$14.0M-$8.3M2026-11-02
Websterrogers Financial Advisors, LLC
INCREASED19,99919,639+360+2%$13.5M$14.0M+$527.4K2026-11-02
Bangor Savings Bank
DECREASED19,98920,781-792-4%$14.3M$14.0M-$263.1K2026-10-06
Moisand Fitzgerald Tamayo, LLC
DECREASED19,97420,653-679-3%$14.2M$14.0M-$185.7K2026-10-15
Independence Bank of Kentucky
INCREASED19,95319,262+691+4%$13.2M$14.0M+$754.9K2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED19,94216,235+3,707+23%$11.2M$14.0M+$2.8M2026-10-19
Central Valley Advisors, LLC
DECREASED19,90622,783-2,877-13%$15.6M$14.0M-$1.7M2026-10-27
Fortitude Family Office, LLC
INCREASED19,87019,488+382+2%$13.4M$13.9M+$542.0K2026-10-14
Cannon Capital Management, Inc.
INCREASED19,80919,341+468+2%$13.3M$13.9M+$599.9K2026-11-03
VAN Strum & Towne Inc.
DECREASED19,80620,014-208-1%$13.7M$13.9M+$135.4K2026-11-06
Viewpoint Capital Management LLC
INCREASED19,69919,585+114+1%$13.5M$13.8M+$355.3K2026-10-27
SP Asset Management LLC
INCREASED19,64518,953+692+4%$13.0M$13.8M+$751.8K2026-11-05
Prosperitas Financial LLC
DECREASED19,54519,816-271-1%$13.6M$13.7M+$88.4K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED19,54418,591+953+5%$12.8M$13.7M+$929.6K2026-10-21
Junk Investment Group, LLC
INCREASED19,51418,834+680+4%$12.9M$13.7M+$741.3K2026-10-19
Cambridge Capital Management, LLC
INCREASED19,49319,019+474+2%$13.1M$13.7M+$599.2K2026-10-19
Hyposwiss Advisors SA
INCREASED19,40219,235+167+1%$13.2M$13.6M+$387.3K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED19,37619,242+134+1%$13.2M$13.6M+$364.1K2026-11-02
Legacy Private Trust Co.
DECREASED19,34719,518-171-1%$13.4M$13.6M+$154.4K2026-10-06
Mitchell Sinkler & Starr
INCREASED19,28818,801+487+3%$12.9M$13.5M+$605.5K2026-10-13
Pinnacle Associates LTD
INCREASED19,27417,965+1,309+7%$12.3M$13.5M+$1.2M2026-10-20
River's Edge Wealth Management, LLC
INCREASED19,26918,823+446+2%$13.1M$13.5M+$460.0K2026-10-19
Financial Enhancement Group LLC
INCREASED19,16315,648+3,515+22%$10.7M$13.7M+$2.9M2026-10-08
First United Bank & Trust
INCREASED19,02818,402+626+3%$12.6M$13.3M+$697.3K2026-10-22
VestGen Advisors, LLC
INCREASED18,98817,675+1,313+7%$12.1M$13.3M+$1.2M2026-10-27
Philadelphia Trust Co
DECREASED18,96520,987-2,022-10%$14.4M$13.3K-$14.4M2026-11-05
West Bancorporation Inc
INCREASED18,93017,468+1,462+8%$12.0M$13.3M+$1.3M2026-10-29
Coyle Financial Counsel LLC
DECREASED18,90820,307-1,399-7%$13.9M$13.3M-$694.8K2026-10-28
Pachira Investments Inc.
DECREASED18,85119,798-947-5%$13.6M$13.2M-$385.8K2026-10-14
Summit Financial Strategies, Inc.
INCREASED18,77517,630+1,145+6%$12.1M$13.2M+$1.1M2026-10-14
White Lighthouse Investment Management Inc.
INCREASED18,75518,466+289+2%$12.7M$13.1M+$462.2K2026-10-21
Rockland Trust Co
INCREASED18,75118,576+175+1%$12.8M$13.1M+$383.6K2026-10-05
Bath Savings Trust Co
INCREASED18,59416,448+2,146+13%$11.3M$13.0M+$1.7M2026-10-07
Global Financial Private Client, LLC
INCREASED18,59218,336+256+1%$12.6M$13.0M+$437.8K2026-10-15
Mcdonald Partners LLC
INCREASED18,42217,489+933+5%$12.0M$12.9M+$899.0K2026-11-03
First Horizon Corp
INCREASED18,39217,600+792+5%$12.1M$12.9M+$802.4K2026-10-26
Northstar Asset Management Co
INCREASED18,38518,118+267+1%$12.3M$13.1M+$761.9K2026-10-22
KWB Wealth
UNCHANGED18,29318,29300%$12.6M$12.8M+$257.0K2026-10-16
J.Safra Asset Management Corp
DECREASED18,28219,499-1,217-6%$13.4M$12.8M-$579.1K2026-11-03
Pullen Investment Management, LLC
DECREASED18,25318,936-683-4%$13.0M$12.8M-$212.6K2026-10-23
Disciplina Capital Management LLC
DECREASED18,22920,094-1,865-9%$13.8M$12.8M-$1.0M2026-11-06
Good Steward Wealth Advisors,LLC
INCREASED18,21516,626+1,589+10%$11.4M$12.8M+$1.3M2026-11-06
Hudson Oak Wealth Advisory LLC
DECREASED18,02318,165-142-1%$12.5M$12.6M+$155.7K2026-10-16
Five Pine Wealth Management
INCREASED18,00217,992+10+0%$12.4M$12.6M+$259.9K2026-10-20
Rockwood Wealth Management, LLC
DECREASED17,94518,813-868-5%$12.9M$12.6M-$344.1K2026-10-27
Saxony Capital Management, LLC
INCREASED17,93716,247+1,690+10%$11.2M$12.6M+$1.4M2026-10-15
LS Investment Advisors, LLC
INCREASED17,88817,111+777+5%$11.8M$12.5M+$785.2K2026-10-13
First Bank & Trust
DECREASED17,86441,114-23,250-57%$28.2M$12.5M-$15.7M2026-10-19
Delta Wealth Advisors LLC
DECREASED17,85318,509-656-4%$12.7M$12.5M-$200.0K2026-10-09
Seven Hills Financial, LLC
NEW17,851—+17,851——$12.5M—2026-10-13
Union Bancaire Privee, UBP SA
INCREASED17,7213,825+13,896+363%$2.6M$12.4M+$9.9M2026-11-04
Moors & Cabot, Inc.
INCREASED17,71415,006+2,708+18%$10.3M$12.4M+$2.1M2026-11-06
Cove Private Wealth, LLC
INCREASED17,66115,108+2,553+17%$10.4M$12.4M+$2.0M2026-10-28
Cosner Financial Group, LLC
INCREASED17,600330+17,270+5233%$226.6K$1.8M+$1.6M2026-11-03
Amundi
INCREASED17,53913,783+3,756+27%$9.5M$12.3M+$2.8M2026-11-06
S.A. Mason LLC
INCREASED17,52215,737+1,785+11%$10.8M$12.3M+$1.5M2026-10-13
Graetz Wealth LLC
INCREASED17,33417,237+97+1%$11.8M$12.1M+$310.3K2026-10-27
Canvas Wealth Advisors, LLC
INCREASED17,28816,122+1,166+7%$11.1M$12.2M+$1.2M2026-11-02
Balefire, LLC
DECREASED17,19317,339-146-1%$11.9M$12.1M+$141.8K2026-10-09
Flagship Wealth Advisors, LLC
INCREASED17,17215,845+1,327+8%$10.9M$12.0M+$1.2M2026-11-03
Goelzer Investment Management, Inc.
INCREASED17,0562,174+14,882+685%$1.5M$12.0M+$10.5M2026-10-16
Sendero Wealth Management, LLC
DECREASED17,05319,151-2,098-11%$13.2M$12.0M-$1.2M2026-10-14
Thrive Wealth Management, LLC
INCREASED17,02616,561+465+3%$11.4M$11.9M+$558.7K2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED16,97817,014-360%$11.7M$11.9M+$213.9K2026-11-05
Compass Financial Management LLC
INCREASED16,90016,865+35+0%$11.9M$11.8M-$58.7K2026-10-30
RED Cedar Investment Management, LLC
UNCHANGED16,90016,90000%$11.6M$11.8M+$237.4K2026-11-04
Pennsylvania Capital Management Inc
DECREASED16,82917,050-221-1%$11.7M$11.8M+$84.7K2026-11-05
Sunburst Financial Group, LLC
DECREASED16,82316,835-120%$11.6M$11.8M+$227.6K2026-10-09
Titleist Asset Management, LLC
INCREASED16,75913,203+3,556+27%$9.1M$11.7M+$2.7M2026-10-08
Braun-Bostich & Associates Inc.
DECREASED16,71020,684-3,974-19%$14.2M$11.7M-$2.5M2026-10-20
Family CFO Inc
INCREASED16,65916,643+16+0%$11.4M$11.7M+$245.0K2026-10-30
Sovran Advisors, LLC
INCREASED16,62015,426+1,194+8%$10.3M$11.8M+$1.4M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED16,5739,040+7,533+83%$6.2M$11.6M+$5.4M2026-10-29
Private Trust Co NA
DECREASED16,44816,631-183-1%$11.4M$11.5M+$105.3K2026-10-20
Cypress Point Wealth Management, LLC
DECREASED16,20516,516-311-2%$11.3M$11.4M+$13.9K2026-11-03
NavPoint Financial, Inc.
INCREASED16,13916,069+70+0%$11.0M$11.3M+$275.1K2026-10-21
Parthenon LLC
INCREASED16,13315,319+814+5%$10.5M$11.3M+$785.7K2026-10-22
Cordgrass Capital Advisors, LLC
DECREASED16,05616,066-100%$11.0M$11.3M+$218.9K2026-10-30
Waterfront Wealth Inc.
INCREASED16,00815,709+299+2%$10.9M$11.3M+$412.7K2026-11-03
Hurley Capital, LLC
INCREASED15,99715,915+82+1%$10.9M$11.2M+$280.9K2026-11-05
Breakwater Capital Group
DECREASED15,96315,978-150%$11.0M$11.2M+$214.1K2026-10-09
Staley Capital Advisers Inc
DECREASED15,96216,340-378-2%$11.2M$11.2M-$35.3K2026-11-06
Everest Financial Group LLC
INCREASED15,77115,541+230+1%$10.7M$11.1M+$380.3K2026-11-06
Csenge Advisory Group
INCREASED15,73714,163+1,574+11%$9.7M$11.0M+$1.3M2026-11-04
Professional Financial Advisors, LLC
INCREASED15,7109,682+6,028+62%$6.6M$11.0M+$4.4M2026-10-13
Partners Wealth Management, LLC
INCREASED15,6762,189+13,487+616%$1.5M$11.0M+$9.5M2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED15,64615,670-240%$10.8M$11.0M+$203.5K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED15,60215,266+336+2%$10.5M$10.9M+$449.7K2026-10-29
MW Advisory, LLC
INCREASED15,54610,872+4,674+43%$7.5M$10.9M+$3.4M2026-10-19
Plan Group Financial, LLC
DECREASED15,47416,251-777-5%$11.2M$10.9M-$224.1K2026-10-22
Fonville Wealth Management LLC
INCREASED15,45314,348+1,105+8%$9.9M$10.8M+$975.5K2026-10-28
Calamos Wealth Management LLC
DECREASED15,43715,507-700%$10.7M$10.8M+$169.3K2026-11-02
Defined Wealth Management, LLC
INCREASED15,42015,371+49+0%$10.6M$10.8M+$250.3K2026-10-19
SeaCrest Wealth Management, LLC
INCREASED15,36814,751+617+4%$10.1M$10.8M+$640.0K2026-10-21
Primoris Wealth Advisors, LLC
DECREASED15,32315,330-70%$10.5M$10.7M+$210.5K2026-10-28
Smith Shellnut Wilson LLC
DECREASED15,32016,037-717-4%$11.0M$10.7M-$277.0K2026-10-21
Lavelle Capital LP
INCREASED15,29615,286+10+0%$10.5M$10.7M+$221.8K2026-11-03
McKinley Carter Wealth Services, Inc.
DECREASED15,24715,642-395-3%$10.7M$10.7M-$56.8K2026-10-16
Everhart Financial Group, Inc.
INCREASED15,15813,099+2,059+16%$9.0M$10.6M+$1.6M2026-10-08
Bank of New Hampshire
DECREASED14,98416,078-1,094-7%$11.0M$10.5M-$540.8K2026-10-06
BancFirst Trust & Investment Management
DECREASED14,98215,852-870-5%$10.8M$10.5M-$271.1K2026-10-30
Fiduciary Alliance LLC
INCREASED14,94014,904+36+0%$10.2M$10.5M+$234.7K2026-10-13
Traveka Wealth, LLC
DECREASED14,72014,726-60%$10.1M$10.3M+$202.7K2026-10-19
Cypress Wealth Services, LLC
DECREASED14,71114,794-83-1%$10.2M$10.5M+$348.3K2026-10-21
Focus Financial Network, Inc.
DECREASED14,64214,715-730%$10.1M$10.3M+$155.7K2026-10-14
Aprio Wealth Management, LLC
INCREASED14,5769,257+5,319+57%$6.4M$10.2M+$3.9M2026-10-28
Finer Wealth Management, Inc.
NEW14,566—+14,566——$10.2M—2026-10-16
Milestone Asset Management Group, LLC
INCREASED14,55613,252+1,304+10%$9.1M$10.2M+$1.1M2026-10-20
Columbus Macro, LLC
INCREASED14,53414,493+41+0%$10.0M$10.2M+$231.9K2026-10-14
Flagstar Securities, Inc
INCREASED14,4999,456+5,043+53%$6.5M$10.2M+$3.7M2026-10-15
Elser Financial Planning, Inc
INCREASED14,49813,974+524+4%$9.6M$10.2M+$563.6K2026-10-16
Eastern Bank
DECREASED14,46814,556-88-1%$10.0M$10.1M+$142.8K2026-10-05
Greenspring Advisors, LLC
INCREASED14,4666,765+7,701+114%$4.6M$10.1M+$5.5M2026-11-05
CWA Asset Management Group, LLC
INCREASED14,43814,162+276+2%$9.7M$10.1M+$392.1K2026-10-19
Louisbourg Investments Inc.
INCREASED14,41714,348+69+0%$9.9M$10.1M+$250.0K2026-10-20
John W. Brooker & Co., CPAs
INCREASED14,41012,806+1,604+13%$8.8M$10.1M+$1.3M2026-10-21
Sage Financial Management Group, Inc.
INCREASED14,40813,461+947+7%$9.2M$10.1M+$852.9K2026-11-06
Signaturefd, LLC
INCREASED14,38312,851+1,532+12%$8.8M$10.1M+$1.3M2026-10-23
Forum Financial Management, LP
INCREASED14,36514,342+23+0%$9.8M$10.1M+$217.7K2026-10-16
Embree Financial Group
INCREASED14,32313,933+390+3%$9.6M$10.0M+$469.5K2026-10-22
Lyell Wealth Management, LP
INCREASED14,28712,699+1,588+13%$8.7M$10.0M+$1.3M2026-10-30
Silver Grove Financial Group, Inc.
INCREASED14,22712,627+1,600+13%$8.7M$10.0M+$1.3M2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED14,21713,629+588+4%$9.4M$10.0M+$684.7K2026-10-21
Florida Trust Wealth Management Co
INCREASED14,21312,993+1,220+9%$8.9M$10.0M+$1.0M2026-11-05
Attessa Capital LLC
INCREASED14,17013,931+239+2%$9.6M$9.9M+$363.3K2026-10-09
Greenhouse Wealth Management, LLC
INCREASED14,14714,038+109+1%$9.6M$9.9M+$297.3K2026-10-20
Wealth Enhancement Trust Services, Inc.
DECREASED14,12816,752-2,624-16%$11.5M$9.9M-$1.6M2026-10-07
Cidel Asset Management Inc
DECREASED14,07814,528-450-3%$10.0M$9.9M-$111.3K2026-10-29
Woodmont Investment Counsel LLC
INCREASED14,03813,455+583+4%$9.2M$9.8M+$598.1K2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED14,01313,974+39+0%$9.6M$9.8M+$236.9K2026-10-14
Founders Grove Wealth Partners, LLC
DECREASED13,98314,520-537-4%$10.0M$9.8M-$172.4K2026-10-16
Keystone Wealth Services, LLC
INCREASED13,92213,366+556+4%$9.2M$9.8M+$599.6K2026-11-03
Kingdom Financial Group Llc.
DECREASED13,90314,496-593-4%$10.0M$9.7M-$212.2K2026-11-04
RW Investment Management LLC
INCREASED13,88513,753+132+1%$9.4M$9.7M+$285.3K2026-11-03
Waller Financial Planning Group, Inc
DECREASED13,87713,938-610%$9.6M$9.7M+$153.2K2026-10-07
Stephen J. Garry & Associates, LLC
DECREASED13,86615,542-1,676-11%$10.7M$9.7M-$956.3K2026-11-05
SteelPeak Wealth, LLC
DECREASED13,83517,690-3,855-22%$12.1M$9.7M-$2.5M2026-10-16
Berman McAleer LLC
DECREASED13,81313,893-80-1%$9.5M$9.7M+$139.1K2026-10-16
Kathmere Capital Management, LLC
INCREASED13,76713,739+28+0%$9.4M$9.6M+$212.8K2026-10-20
LexAurum Advisors, LLC
INCREASED13,75213,390+362+3%$9.2M$9.6M+$442.3K2026-10-19
GSG Advisors LLC
INCREASED13,72813,549+179+1%$9.3M$9.6M+$315.7K2026-11-03
Waystone Advisors LLC
UNCHANGED13,67013,67000%$9.4M$9.4M$02026-10-16
Violich Capital Management, Inc.
INCREASED13,66813,113+555+4%$9.0M$9.6M+$573.2K2026-10-05
Clarity Capital Advisors, LLC
DECREASED13,66513,736-71-1%$9.4M$9.6M+$142.8K2026-10-27
Stegner Investment Associates Inc.
DECREASED13,61913,909-290-2%$9.6M$9.5M-$7.8K2026-10-15
Triton Wealth Management, Pllc
INCREASED13,60911,039+2,570+23%$7.6M$9.5M+$1.9M2026-11-04
Bank Pictet & Cie (Europe) AG
NEW13,590—+13,590——$9.5M—2026-10-20
Lodestar Private Asset Management LLC
DECREASED13,59026,432-12,842-49%$18.2M$9.5M-$8.6M2026-10-26
Burkett Asset Management Ltd
INCREASED13,58113,148+433+3%$9.0M$9.5M+$488.2K2026-10-13
ICW Investment Advisors LLC
INCREASED13,5188,751+4,767+54%$6.0M$9.5M+$3.5M2026-10-27
Hudock, Inc.
INCREASED13,51213,232+280+2%$9.1M$9.5M+$382.2K2026-10-14
Sound Income Strategies, LLC
INCREASED13,50213,294+208+2%$9.1M$9.6M+$472.9K2026-10-09
Alta Advisers Ltd
UNCHANGED13,49313,49300%$9.3M$9.5M+$189.6K2026-11-02
Dana Investment Advisors, Inc.
DECREASED13,47514,286-811-6%$9.8M$9.4M-$368.2K2026-11-06
Tanager Wealth Management LLP
INCREASED13,44812,674+774+6%$8.7M$9.4M+$720.5K2026-10-19
Quadrant Capital Group LLC
INCREASED13,44213,211+231+2%$9.1M$9.6M+$539.9K2026-10-20
WealthCare Investment Partners, LLC
DECREASED13,41813,506-88-1%$9.3M$9.4M+$127.9K2026-11-05
Sage Private Wealth Group, LLC
NEW13,404—+13,404——$9.4M—2026-10-21
Bill Few Associates, Inc.
INCREASED13,39013,143+247+2%$9.0M$9.4M+$358.1K2026-10-09
Invariant Investment Management
INCREASED13,36611,734+1,632+14%$8.1M$9.5M+$1.4M2026-10-08
First City Capital Management, Inc.
DECREASED13,33913,703-364-3%$9.4M$9.3M-$62.5K2026-10-27
Everett Harris & Co
INCREASED13,32813,297+31+0%$9.1M$9.3M+$208.7K2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED13,31511,746+1,569+13%$8.1M$9.3M+$1.3M2026-10-29
Financial Planning Hawaii, Inc.
INCREASED13,21112,771+440+3%$8.8M$9.3M+$487.6K2026-10-13
Strengthening Families & Communities, LLC
INCREASED13,11613,049+67+1%$9.0M$9.2M+$230.9K2026-10-21
Warner Financial, Inc
DECREASED13,03913,246-207-2%$9.1M$9.1M+$41.1K2026-11-06
Capital Wealth Management, LLC
INCREASED13,00611,666+1,340+11%$8.0M$9.1M+$1.1M2026-10-27
Strata Wealth Advisors, LLC
INCREASED12,92511,679+1,246+11%$8.0M$9.1M+$1.0M2026-10-16
Rossby Financial, LCC
INCREASED12,90411,821+1,083+9%$8.1M$9.0M+$925.0K2026-11-05
Marks Group Wealth Management, Inc
DECREASED12,89814,212-1,314-9%$9.8M$9.0M-$721.3K2026-11-05
CRA Financial Services, LLC
DECREASED12,86213,368-506-4%$9.2M$9.0M-$166.3K2026-10-16
Kaizen Financial Strategies
INCREASED12,8296,725+6,104+91%$4.6M$9.0M+$4.4M2026-10-09
JFS Wealth Advisors, LLC
INCREASED12,74812,737+11+0%$8.7M$8.9M+$187.3K2026-11-03
Waters Parkerson & Co., LLC
INCREASED12,72612,250+476+4%$8.4M$8.9M+$505.8K2026-11-04
Vista Capital Partners, Inc.
INCREASED12,71412,342+372+3%$8.5M$8.9M+$433.6K2026-11-06
Crumly & Associates Inc.
INCREASED12,64112,477+164+1%$8.6M$8.9M+$290.2K2026-10-07
Birchbrook, Inc.
INCREASED12,62112,297+324+3%$8.4M$8.8M+$399.8K2026-10-14
Clear Creek Financial Management, LLC
DECREASED12,60314,306-1,703-12%$9.8M$8.8M-$992.2K2026-10-28
Balboa Wealth Partners
DECREASED12,59813,082-484-4%$9.0M$8.8M-$155.4K2026-10-20
1900 Wealth Management LLC
INCREASED12,57611,441+1,135+10%$7.9M$8.8M+$956.8K2026-10-13
Midland Wealth Advisors, LLC
DECREASED12,53412,789-255-2%$8.8M$8.8M+$9662026-10-26
D'Orazio & Associates, Inc.
INCREASED12,42312,408+15+0%$8.5M$8.7M+$184.8K2026-11-04
21 West Wealth Management LLC
DECREASED12,41912,463-440%$8.6M$8.7M+$144.3K2026-10-13
Gateway Investment Advisers LLC
INCREASED12,39410,067+2,327+23%$6.9M$8.7M+$1.8M2026-10-13
PFC Capital Group, Inc.
INCREASED12,36012,097+263+2%$8.3M$8.7M+$354.6K2026-11-06
Schear Investment Advisers, LLC
INCREASED12,2984,087+8,211+201%$2.8M$8.6M+$5.8M2026-10-14
Tempo Wealth, LLC
INCREASED12,29811,967+331+3%$8.2M$8.6M+$400.0K2026-10-14
Finward Bancorp
DECREASED12,26412,575-311-2%$8.6M$8.6M-$41.3K2026-10-14
Trilogy Capital Inc.
DECREASED12,24113,613-1,372-10%$9.3M$8.6M-$770.6K2026-10-20
True Private Wealth Advisors
DECREASED12,19112,285-94-1%$8.4M$8.5M+$107.1K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED12,12811,176+952+9%$7.7M$8.5M+$836.9K2026-10-30
Collective Family Office LLC
DECREASED12,00112,613-612-5%$8.7M$8.4M-$251.2K2026-10-05
GAM Holding AG
UNCHANGED12,00012,00000%$8.2M$8.4M+$168.6K2026-11-03
United Advisor Group, LLC
INCREASED11,97510,675+1,300+12%$7.3M$8.4M+$1.1M2026-11-03
EdgeRock Capital LLC
INCREASED11,95711,523+434+4%$7.9M$8.4M+$466.4K2026-11-03
UMB Bank, n.a.
DECREASED11,94114,749-2,808-19%$10.1M$8.4M-$1.8M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED11,93611,351+585+5%$7.7M$8.3K-$7.7M2026-11-02
Kitching Partners, LLC
INCREASED11,86011,096+764+7%$7.6M$8.3M+$692.3K2026-11-02
LongView Wealth Management
DECREASED11,85713,034-1,177-9%$9.0M$8.3M-$641.2K2026-10-19
Jeter Robert S II
INCREASED11,786336+11,450+3408%$233.1K$8.4M+$8.2M2026-10-16
Armstrong Advisory Group, Inc
DECREASED11,76411,818-540%$8.1M$8.2M+$128.7K2026-10-09
Newman Dignan & Sheerar, Inc.
DECREASED11,72311,813-90-1%$8.1M$8.2M+$103.0K2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED11,68411,722-380%$8.1M$8.2M+$137.6K2026-10-21
Klingman & Associates, LLC
INCREASED11,63311,409+224+2%$7.8M$8.2M+$317.3K2026-10-20
Salem Investment Counselors Inc
DECREASED11,62711,668-410%$8.0M$8.1M+$135.2K2026-10-13
Black Diamond Financial, LLC
INCREASED11,57311,568+5+0%$7.9M$8.1M+$165.7K2026-10-26
Hutchens & Kramer Investment Management Group, LLC
DECREASED11,50211,563-61-1%$7.9M$8.1M+$119.9K2026-10-16
PDS Planning, Inc
INCREASED11,49411,364+130+1%$7.8M$8.1M+$250.9K2026-11-03
Insight Advisors, LLC/ PA
INCREASED11,48311,358+125+1%$7.8M$8.0M+$247.6K2026-10-22
Blue Bell Private Wealth Management, LLC
UNCHANGED11,46611,46600%$7.9M$8.0M+$160.8K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,44310,447+996+10%$7.2M$8.0M+$844.8K2026-10-23
Trust Co of Oklahoma
INCREASED11,38311,082+301+3%$7.6M$8.0M+$366.7K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED11,36610,602+764+7%$7.3M$8.0M+$684.3K2026-10-13
Grange Capital, LLC
DECREASED11,35411,782-428-4%$8.1M$8.0M-$134.5K2026-10-20
Quartz Partners, LLC
INCREASED11,2309,218+2,012+22%$6.3M$7.9M+$1.5M2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED11,1748,472+2,702+32%$5.8M$7.8M+$2.0M2026-10-20
Orser Capital Management, LLC
DECREASED11,06911,151-82-1%$7.7M$7.8M+$99.2K2026-10-13
Wright Wealth LLC
INCREASED11,06110,084+977+10%$6.9M$7.8M+$826.2K2026-10-29
GW Henssler & Associates LTD
INCREASED11,0337,589+3,444+45%$5.2M$7.7M+$2.5M2026-10-26
Coerente Capital Management
UNCHANGED11,00011,00000%$7.5M$7.7M+$156.8K2026-10-29
Helium Advisors LLC
INCREASED10,96910,731+238+2%$7.4M$7.7M+$317.2K2026-10-23
Palisade Asset Management, LLC
INCREASED10,95010,612+338+3%$7.3M$7.7M+$386.0K2026-11-03
Apollon Financial, LLC
INCREASED10,9429,998+944+9%$6.9M$7.7M+$802.1K2026-10-23
Partners in Financial Planning
INCREASED10,93510,928+7+0%$7.5M$7.7M+$158.6K2026-11-06
Pictet Asset Management Holding SA
NEW10,916—+10,916——$7.7M—2026-11-03
Jordan Park Group LLC
DECREASED10,91212,458-1,546-12%$8.6M$7.6M-$908.5K2026-11-06
Market Street Wealth Management Advisors LLC
INCREASED10,90110,840+61+1%$7.4M$7.6M+$195.1K2026-10-09
Dmkc Advisory Services, LLC
DECREASED10,89914,963-4,064-27%$10.3M$7.6M-$2.6M2026-11-04
Searcy Financial Services Inc
DECREASED10,89911,821-922-8%$8.1M$7.6M-$480.0K2026-10-07
Seamount Financial Group Inc
INCREASED10,89810,666+232+2%$7.3M$7.6M+$313.0K2026-10-21
ZWJ Investment Counsel Inc
INCREASED10,88110,326+555+5%$7.1M$7.6M+$533.5K2026-10-15
Benchmark Financial Wealth Advisors, LLC
DECREASED10,85311,118-265-2%$7.6M$7.6M-$29.3K2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED10,84011,053-213-2%$7.6M$7.6M-$16.9K2026-11-02
Koenig Investment Advisory, LLC
INCREASED10,75910,549+210+2%$7.2M$7.5M+$295.5K2026-10-09
Detalus Advisors, LLC
INCREASED10,74810,718+30+0%$7.4M$7.5M+$171.8K2026-10-15
Miramontes Capital, LLC
DECREASED10,73011,682-952-8%$8.0M$7.5M-$503.7K2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED10,72710,367+360+3%$7.1M$7.5M+$397.7K2026-11-02
Platform Technology Partners
DECREASED10,68711,075-388-3%$7.6M$7.5M-$116.7K2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED10,62210,502+120+1%$7.2M$7.4M+$231.7K2026-11-03
Childress Capital Advisors, LLC
INCREASED10,57410,382+192+2%$7.1M$7.4M+$281.0K2026-10-28
Global Assets Advisory, LLC
DECREASED10,57310,938-365-3%$7.5M$7.5M+$12.0K2026-10-28
First Hawaiian Bank
UNCHANGED10,54610,54600%$7.2M$7.4M+$148.2K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED10,51610,51600%$7.2M$7.4M+$147.8K2026-11-06
Lloyd Advisory Services, Llc.
INCREASED10,51410,455+59+1%$7.2M$7.4M+$188.2K2026-11-02
Beam Wealth Advisors, Inc.
INCREASED10,49510,371+124+1%$7.1M$7.4M+$232.4K2026-11-03
Mattern Capital Management, LLC
UNCHANGED10,47010,47000%$7.2M$7.3M+$147.1K2026-11-02
Moss Adams Wealth Advisors LLC
INCREASED10,44410,420+24+0%$7.2M$7.3M+$162.8K2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED10,4367,258+3,178+44%$5.0M$7.3M+$2.3M2026-10-19
Hoxton Planning & Management, LLC
DECREASED10,42510,506-81-1%$7.2M$7.3M+$91.3K2026-10-15
Courier Capital LLC
DECREASED10,40510,632-227-2%$7.3M$7.3M-$9.8K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED10,3796,412+3,967+62%$4.4M$7.3M+$2.9M2026-10-20
ERn Financial, LLC
DECREASED10,34210,752-410-4%$7.4M$7.2M-$135.8K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED10,33210,497-165-2%$7.2M$7.2M+$32.0K2026-10-21
Stanley-Laman Group, Ltd.
INCREASED10,29210,228+64+1%$7.0M$7.2M+$188.5K2026-10-20
Centurion Wealth Management LLC
DECREASED10,27211,367-1,095-10%$7.8M$7.2M-$607.8K2026-10-13
Community Bank of Raymore
INCREASED10,26510,261+4+0%$7.0M$7.2M+$147.1K2026-10-23
BXM Wealth LLC
DECREASED10,21510,844-629-6%$7.4M$7.2M-$288.7K2026-11-03
Single Point Partners, LLC
DECREASED10,18810,262-74-1%$7.0M$7.1M+$92.3K2026-10-19
Beacon Advisors Holdings, LLC
INCREASED10,08310,060+23+0%$6.9M$7.1M+$157.5K2026-10-27
Element Pointe Advisors, LLC
DECREASED10,04311,911-1,868-16%$8.2M$7.0M-$1.1M2026-10-21
Gainplan LLC
INCREASED10,0289,499+529+6%$6.5M$7.0M+$504.1K2026-10-09
KFA Private Wealth Group, LLC
INCREASED10,0265,488+4,538+83%$3.8M$7.0M+$3.3M2026-10-07
Hardin Capital Partners, LLC
INCREASED9,9669,308+658+7%$6.4M$7.0M+$587.9K2026-10-09
Fire Capital Management LLC
INCREASED9,9458,677+1,268+15%$6.0M$7.0M+$1.0M2026-10-27
Founders Financial Securities LLC
DECREASED9,93819,482-9,544-49%$13.4M$7.0M-$6.4M2026-10-28
Center For Asset Management LLC
DECREASED9,93022,196-12,266-55%$15.2M$7.0M-$8.3M2026-10-16
Trust Co of Toledo NA
INCREASED9,9188,476+1,442+17%$5.8M$7.0M+$1.1M2026-10-16
Wealth Architects, LLC
INCREASED9,8917,944+1,947+25%$5.5M$6.9M+$1.5M2026-11-03
Leo Wealth, LLC
NEW9,874—+9,874——$6.9M—2026-10-26
Northwestern University
INCREASED9,8358,826+1,009+11%$6.1M$6.9M+$831.2K2026-10-21
Seven Mile Advisory
DECREASED9,82110,032-211-2%$6.9M$6.9M-$7.0K2026-10-22
D.B. Root & Company, LLC
DECREASED9,7789,845-67-1%$6.8M$6.9M+$91.8K2026-11-04
Essex Bank
INCREASED9,7429,611+131+1%$6.6M$6.8M+$226.8K2026-10-16
HCR Wealth Advisors
INCREASED9,6619,010+651+7%$6.2M$6.8M+$582.9K2026-10-15
Biltmore Family Office, LLC
INCREASED9,6389,522+116+1%$6.5M$6.8M+$215.1K2026-11-03
Financial Synergies Wealth Advisors, Inc.
INCREASED9,6328,831+801+9%$6.1M$6.8M+$685.2K2026-10-16
Mechanics Bank Trust Department
INCREASED9,6169,285+331+4%$6.4M$6.7M+$362.4K2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED9,5817,971+1,610+20%$5.5M$6.7M+$1.2M2026-10-30
Gouws Capital LLC
INCREASED9,5809,477+103+1%$6.5M$6.7M+$205.3K2026-10-09
Ceera Investments, LLC
INCREASED9,5759,540+35+0%$6.6M$6.7M+$158.6K2026-11-02
Coastline Trust Co
DECREASED9,57411,232-1,658-15%$7.7M$6.7M-$1.0M2026-10-01
Third View Private Wealth, LLC
INCREASED9,5714,028+5,543+138%$2.8M$6.7M+$3.9M2026-10-30
Vista Investment Partners II, LLC
DECREASED9,51510,214-699-7%$7.0M$6.7M-$346.3K2026-10-15
RF&L Wealth Management, LLC
INCREASED9,5059,222+283+3%$6.3M$6.7M+$328.0K2026-10-20
LVW Advisors, LLC
INCREASED9,4639,122+341+4%$6.3M$6.6M+$367.3K2026-10-19
BLB&B Advisors, LLC
INCREASED9,4629,315+147+2%$6.4M$6.6M+$233.7K2026-10-27
YHB Investment Advisors, Inc.
DECREASED9,3839,420-370%$6.5M$6.6M+$106.9K2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED9,3809,526-146-2%$6.5M$6.6M+$31.7K2026-10-22
IPG Investment Advisors LLC
INCREASED9,3288,497+831+10%$5.8M$6.5M+$701.8K2026-10-30
XML Financial, LLC
INCREASED9,2759,256+19+0%$6.4M$6.5M+$143.3K2026-10-29
Family Wealth Partners, LLC
DECREASED9,2589,355-97-1%$6.4M$6.5M+$63.0K2026-10-20
Ariston Services Group
DECREASED9,2189,476-258-3%$6.5M$6.5M-$47.7K2026-10-16
MSH Capital Advisors LLC
INCREASED9,1927,514+1,678+22%$5.2M$6.4M+$1.3M2026-11-03
Sigma Investment Counselors Inc
INCREASED9,0999,047+52+1%$6.2M$6.4M+$163.7K2026-10-27
Ignite Planners, LLC
INCREASED9,0788,958+120+1%$6.2M$6.3M+$174.8K2026-10-14
Arlington Trust Co LLC
INCREASED9,0648,685+379+4%$6.0M$6.4M+$387.7K2026-10-20
Bfsg, LLC
DECREASED9,0639,195-132-1%$6.3M$6.4M+$36.0K2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED9,0509,031+19+0%$6.2M$6.3M+$140.0K2026-10-27
Eclectic Associates Inc
DECREASED9,02010,092-1,072-11%$6.9M$6.3M-$609.5K2026-10-09
Equity Wealth Partners, LLC
INCREASED8,9738,220+753+9%$5.6M$6.3M+$643.7K2026-10-26
Stillwater Wealth Management Group
INCREASED8,9385,990+2,948+49%$4.1M$6.3M+$2.2M2026-10-21
First Affirmative Financial Network
NEW8,919—+8,919——$6.3M—2026-10-21
Valued Retirements, Inc.
INCREASED8,8778,708+169+2%$6.0M$6.2M+$240.5K2026-11-06
Madrona Financial Services, LLC
INCREASED8,8502,875+5,975+208%$2.0M$6.2M+$4.2M2026-10-23
MBL Wealth, LLC
INCREASED8,8158,510+305+4%$5.8M$6.2M+$332.7K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED8,8127,534+1,278+17%$5.2M$6.2M+$1.0M2026-11-02
CFC Planning Co LLC
INCREASED8,7938,592+201+2%$5.9M$6.2M+$262.6K2026-10-28
Asset Dedication, LLC
DECREASED8,7889,538-750-8%$6.6M$6.2M-$391.6K2026-11-03
Orgel Wealth Management, LLC
INCREASED8,7747,533+1,241+16%$5.2M$6.1M+$975.6K2026-10-14
Arthur M. Cohen & Associates, LLC
DECREASED8,7138,763-50-1%$6.0M$6.1M+$87.7K2026-10-26
Lake Street Private Wealth, LLC
DECREASED8,7089,814-1,106-11%$6.7M$6.1M-$636.8K2026-10-22
Golden State Wealth Management, LLC
INCREASED8,7016,717+1,984+30%$4.6M$6.1M+$1.5M2026-11-02
Marotta Asset Management
DECREASED8,6549,388-734-8%$6.4M$6.1M-$369.9K2026-10-02
Werba Rubin Papier Wealth Management
DECREASED8,6528,960-308-3%$6.2M$6.1M-$89.5K2026-11-06
Jacobi Capital Management LLC
INCREASED8,6308,597+33+0%$5.9M$6.0M+$144.1K2026-11-05
QTR Family Wealth, LLC
INCREASED8,5918,494+97+1%$5.8M$6.0M+$187.8K2026-11-02
Lawood & Co
INCREASED8,5907,516+1,074+14%$5.2M$6.0M+$858.3K2026-10-09
Welch Group, LLC
INCREASED8,5908,492+98+1%$5.8M$6.0M+$187.8K2026-10-29
Keeler Thomas Management LLC
INCREASED8,5618,466+95+1%$5.8M$6.0M+$185.2K2026-10-29
Southland Equity Partners LLC
DECREASED8,5578,669-112-1%$6.0M$6.0M+$43.4K2026-10-14
Busey Bank
DECREASED8,48538,792-30,307-78%$26.6M$5.9M-$20.7M2026-10-26
Armbruster Capital Management, Inc.
INCREASED8,4768,278+198+2%$5.7M$5.9M+$255.1K2026-10-19
Ledgewood Wealth Advisors, LLC
INCREASED8,4608,459+1+0%$5.8M$5.9M+$119.6K2026-10-09
Charter Capital Management, Llc\de
INCREASED8,4598,365+94+1%$5.7M$5.9M+$183.4K2026-10-28
CFM Wealth Partners LLC
DECREASED8,4088,424-160%$5.8M$5.9M+$107.1K2026-11-05
Kestra Investment Management, LLC
DECREASED8,4038,999-596-7%$6.2M$5.9M-$291.5K2026-11-04
LifeGoal Investments, LLC
INCREASED8,3942,944+5,450+185%$2.0M$5.9M+$3.9M2026-10-09
Accredited Investors Inc.
INCREASED8,3727,914+458+6%$5.4M$5.9M+$432.4K2026-11-03
Glass Jacobson Investment Advisors llc
INCREASED8,3707,301+1,069+15%$5.0M$5.9M+$851.6K2026-10-26
Upper Left Wealth Management, LLC
INCREASED8,3191,172+7,147+610%$804.9K$5.8M+$5.0M2026-10-14
MassMutual Private Wealth & Trust, FSB
INCREASED8,2157,856+359+5%$5.4M$5.8M+$362.0K2026-10-05
Hofer & Associates. Inc
INCREASED8,209513+7,696+1500%$352.3K$5.8M+$5.4M2026-10-13
RED Crane Wealth Management, LLC
INCREASED8,2098,152+57+1%$5.6M$5.8M+$154.3K2026-10-14
L.K. Benson & Company, P.C.
INCREASED8,2057,810+395+5%$5.4M$5.8M+$386.7K2026-10-23
Granite Islands Private Wealth, LLC
DECREASED8,1988,338-140-2%$5.7M$5.7M+$18.7K2026-10-16
Farnam Financial LLC
DECREASED8,1828,333-151-2%$5.7M$5.7M+$17.4K2026-10-21
Purkiss Capital Advisors LLC
INCREASED8,1777,368+809+11%$5.1M$5.7M+$670.0K2026-11-06
Neumann Capital Management, LLC
INCREASED8,1517,444+707+10%$5.1M$5.7M+$600.1K2026-10-15
Trust Point Inc.
INCREASED8,1307,794+336+4%$5.4M$5.7M+$345.0K2026-10-27
WealthPlan Investment Management, LLC
INCREASED8,1077,540+567+8%$5.2M$5.7M+$503.2K2026-10-15
RKL Wealth Management LLC
INCREASED8,1068,068+38+0%$5.5M$5.7M+$139.9K2026-10-16
Legacy Edge Advisors, LLC
INCREASED8,0827,694+388+5%$5.3M$5.7M+$380.1K2026-11-06
Intrua Financial, LLC
INCREASED8,0647,964+100+1%$5.5M$5.7M+$181.6K2026-10-28
RVW Wealth, LLC
INCREASED7,9906,489+1,501+23%$4.5M$5.6M+$1.1M2026-10-06
BlueChip Wealth Advisors LLC
INCREASED7,9686,427+1,541+24%$4.4M$5.6M+$1.2M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED7,9577,839+118+2%$5.4M$5.6M+$192.8K2026-10-20
Boyd Watterson Asset Management LLC
UNCHANGED7,9457,94500%$5.5M$5.6M+$111.6K2026-11-06
Fortune Financial Group, Inc.
DECREASED7,9217,944-230%$5.5M$5.6M+$95.4K2026-10-22
Maia Wealth LLC
INCREASED7,9177,767+150+2%$5.3M$5.5M+$214.6K2026-10-19
Vision Capital Management, Inc.
DECREASED7,8748,340-466-6%$5.7M$5.5M-$209.4K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED7,8697,711+158+2%$5.3M$5.5M+$219.0K2026-10-29
Family Capital Management, Inc.
INCREASED7,8187,211+607+8%$5.0M$5.5M+$526.7K2026-11-03
Joseph P. Lucia & Associates, LLC
INCREASED7,8026,440+1,362+21%$4.4M$5.5M+$1.0M2026-10-30
Uhlmann Price Securities, LLC
DECREASED7,7738,340-567-7%$5.7M$5.4M-$280.3K2026-11-03
Latitude Advisors, LLC
INCREASED7,7165,893+1,823+31%$4.0M$5.4M+$1.4M2026-10-27
Sagace Wealth Management LLC
DECREASED7,6857,748-63-1%$5.3M$5.4M+$64.7K2026-10-28
Viewpoint Investment Partners Corp
UNCHANGED7,6177,61700%$5.2M$5.3M+$120.8K2026-10-26
Aaron Wealth Advisors LLC
DECREASED7,6117,639-280%$5.2M$5.3M+$87.7K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED7,5997,340+259+4%$5.0M$5.3M+$284.8K2026-10-26
Fulcrum Wealth Advisors, LLC
DECREASED7,5867,895-309-4%$5.4M$5.3M-$106.0K2026-10-16
Avondale Wealth Management
INCREASED7,5517,504+47+1%$5.2M$5.3M+$138.4K2026-10-15
Heritage Investors Management Corp
INCREASED7,5437,459+84+1%$5.1M$5.3K-$5.1M2026-10-29
Genus Capital Management Inc.
DECREASED7,5137,792-279-4%$5.4M$5.3M-$86.1K2026-11-04
Able Wealth Management LLC
INCREASED7,4837,067+416+6%$4.9M$5.3M+$476.8K2026-10-13
Sawyer & Company, Inc
DECREASED7,4827,492-100%$5.1M$5.2M+$98.5K2026-10-21
Capital Wealth Alliance, LLC
DECREASED7,4778,990-1,513-17%$6.2M$5.2M-$933.7K2026-10-20
Diversified Enterprises, LLC
INCREASED7,4564,744+2,712+57%$3.3M$5.2M+$2.0M2026-10-19
Nilsine Partners, LLC
INCREASED7,4426,292+1,150+18%$4.3M$5.2M+$894.1K2026-11-02
Advisory Solutions Group, LLC
INCREASED7,4366,785+651+10%$4.7M$5.2M+$551.3K2026-10-14
Legacy Financial Strategies, LLC
INCREASED7,4337,360+73+1%$5.1M$5.2M+$154.4K2026-10-15
Xcel Wealth Management, LLC
DECREASED7,4107,836-426-5%$5.4M$5.2M-$188.5K2026-10-26
Denver PWM, LLC
DECREASED7,3757,543-168-2%$5.4M$5.2M-$213.7K2026-10-22
Sterling Group Wealth Management, LLC
INCREASED7,3397,124+215+3%$4.9M$5.1M+$250.4K2026-11-03
Penobscot Wealth Management
DECREASED7,3387,629-291-4%$5.2M$5.1M-$97.0K2026-10-21
CPR Investments Inc.
DECREASED7,3128,176-864-11%$5.6M$5.1M-$491.0K2026-10-26
Howard Wealth Management, LLC
INCREASED7,3057,229+76+1%$5.0M$5.1M+$155.3K2026-10-28
Independent Wealth Network Inc.
INCREASED7,2987,137+161+2%$4.9M$5.1M+$212.8K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED7,2737,267+6+0%$5.0M$5.1M+$106.3K2026-11-04
Annex Advisory Services, LLC
INCREASED7,2695,562+1,707+31%$3.8M$5.1M+$1.3M2026-10-16
McAdam, LLC
INCREASED7,2575,348+1,909+36%$3.7M$5.1M+$1.4M2026-10-21
Ridgewood Investments LLC
INCREASED7,2456,984+261+4%$4.8M$5.1M+$280.7K2026-10-05
Townsend Asset Management Corp
INCREASED7,2447,243+1+0%$5.0M$5.1M+$102.0K2026-10-29
TCI Wealth Advisors, Inc.
INCREASED7,2305,379+1,851+34%$3.7M$5.1M+$1.4M2026-10-30
Summa Corp.
INCREASED7,2207,104+116+2%$4.9M$5.1M+$181.2K2026-10-30
Omnitrust Wealth Management, Inc
NEW7,199—+7,199——$5.0M—2026-11-02
Prospect Financial Group LLC
UNCHANGED7,1807,18000%$4.9M$5.0M+$100.9K2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED7,1787,475-297-4%$5.1M$5.0M-$103.0K2026-10-27
Hoese & Co LLP
DECREASED7,1697,264-95-1%$5.0M$5.0M+$35.5K2026-10-21
Patriot Investment Management Group, Inc.
INCREASED7,1577,076+81+1%$4.9M$5.0M+$156.1K2026-10-15
Sharkey, Howes & Javer
INCREASED7,1557,088+67+1%$4.9M$5.0M+$146.5K2026-10-22
Wolff Wiese Magana LLC
INCREASED7,1046,232+872+14%$4.3M$5.0M+$698.4K2026-10-15
John G Ullman & Associates Inc
DECREASED7,0647,728-664-9%$5.3M$5.0M-$356.8K2026-11-04
71 West Capital Partners
INCREASED7,0586,440+618+10%$4.4M$4.9M+$523.7K2026-11-04
Riverchase Wealth Management, LLC
DECREASED7,0427,092-50-1%$4.9M$4.9M+$64.7K2026-10-28
Keystone Global Partners, LLC
INCREASED7,0385,328+1,710+32%$3.7M$4.9M+$1.3M2026-10-13
Cooper S Advisors, LLC
INCREASED7,0277,017+10+0%$4.8M$4.9M+$105.8K2026-11-03
New Covenant Trust Company, N.A.
DECREASED6,9307,139-209-3%$4.9M$4.9M-$46.2K2026-10-08
CV Advisors LLC
INCREASED6,8986,828+70+1%$4.7M$4.8M+$145.0K2026-10-13
Clientfirst Wealth Management, LLC
DECREASED6,8956,902-70%$4.7M$4.8M+$92.1K2026-11-04
DT Investment Partners, LLC
INCREASED6,8636,772+91+1%$4.7M$4.8M+$158.9K2026-10-27
Procyon Advisors, LLC
INCREASED6,8206,261+559+9%$4.3M$4.8M+$479.7K2026-10-21
Dala Group, LLC
DECREASED6,8137,487-674-9%$5.1M$4.8M-$367.4K2026-10-29
Tortoise Investment Management, LLC
INCREASED6,7846,419+365+6%$4.4M$4.8M+$345.7K2026-11-06
Tennessee Valley Asset Management Partners
DECREASED6,7807,448-668-9%$5.1M$4.8M-$363.6K2026-11-03
Private Advisory Group LLC
DECREASED6,7717,332-561-8%$5.0M$4.7M-$290.2K2026-11-06
Fee-Only Financial Planning, L.C.
DECREASED6,7706,908-138-2%$4.7M$4.7M+$3412026-10-23
Family Investment Center, Inc.
INCREASED6,7606,746+14+0%$4.6M$4.7M+$105.0K2026-10-19
Sage Capital Advisors,llc
INCREASED6,7586,598+160+2%$4.5M$4.7M+$205.1K2026-10-13
WBH Advisory Inc
INCREASED6,7426,706+36+1%$4.6M$4.7M+$119.6K2026-11-05
Richards, Merrill & Peterson, Inc.
INCREASED6,7386,694+44+1%$4.6M$4.7M+$124.9K2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
DECREASED6,7228,105-1,383-17%$5.6M$4.7M-$855.6K2026-10-08
Planning Strategies Inc.
INCREASED6,7116,437+274+4%$4.4M$4.7M+$282.5K2026-10-02
Mezzasalma Advisors, LLC
INCREASED6,6675,452+1,215+22%$3.7M$4.7M+$928.4K2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED6,6675,727+940+16%$3.9M$4.7M+$739.9K2026-10-05
Security National Bank
INCREASED6,6675,978+689+12%$4.1M$4.7M+$566.9K2026-10-26
Winthrop Advisory Group LLC
INCREASED6,6506,451+199+3%$4.4M$4.7M+$230.4K2026-10-22
Ballast Rock Private Wealth LLC
INCREASED6,6276,272+355+6%$4.3M$4.6M+$337.1K2026-10-26
Cassaday & Co Wealth Management LLC
INCREASED6,6016,352+249+4%$4.4M$4.6M+$263.8K2026-10-27
Advisory Advocates, LLC
INCREASED6,5825,877+705+12%$4.0M$4.6M+$576.8K2026-11-05
Gradient Capital Advisors, LLC
DECREASED6,5717,019-448-6%$4.8M$4.6M-$215.6K2026-10-21
NYL Investors LLC
INCREASED6,5696,217+352+6%$4.3M$4.6M+$334.1K2026-11-03
Long Island Wealth Management, Inc.
INCREASED6,5685,870+698+12%$4.0M$4.6M+$571.8K2026-10-20
Herbst Group, LLC
INCREASED6,5573,605+2,952+82%$2.5M$4.6M+$2.1M2026-10-20
DB Fitzpatrick & Co, Inc
DECREASED6,5337,049-516-7%$4.8M$4.6M-$262.6K2026-10-19
Cherry Tree Wealth Management, LLC
INCREASED6,5266,349+177+3%$4.4M$4.6M+$213.1K2026-10-15
Opulen Financial Group LLC
DECREASED6,5176,569-52-1%$4.5M$4.6M+$55.5K2026-10-22
Quadcap Wealth Management, LLC
DECREASED6,5016,615-114-2%$4.5M$4.6M+$12.5K2026-11-02
Cullinan Associates Inc
UNCHANGED6,5006,50000%$4.5M$4.6M+$91.3K2026-11-03
Reicon Wealth Advisors, LLC
INCREASED6,4916,067+424+7%$4.2M$4.5M+$382.3K2026-11-04
Roffman Miller Associates Inc
INCREASED6,4866,076+410+7%$4.2M$4.5M+$372.6K2026-10-19
Rasp Wealth Solutions, LLC
INCREASED6,4705,994+476+8%$4.1M$4.5M+$418.4K2026-11-06
FSA Wealth Partners, Inc.
DECREASED6,4656,472-70%$4.4M$4.5M+$86.0K2026-10-26
Accurate Wealth Management, LLC
INCREASED6,4615,680+781+14%$3.9M$4.6M+$680.4K2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED6,4065,160+1,246+24%$3.6M$4.5M+$947.7K2026-10-21
Birinyi Associates Inc
DECREASED6,4047,200-796-11%$4.9M$4.5K-$4.9M2026-10-28
Innova Wealth Partners
INCREASED6,3796,307+72+1%$4.3M$4.5M+$138.9K2026-10-21
Baldwin Wealth Partners LLC
INCREASED6,3466,232+114+2%$4.3M$4.4M+$167.5K2026-10-13
Well Done, LLC
DECREASED6,3456,802-457-7%$4.7M$4.4M-$224.7K2026-10-20
Beacon Capital Management, LLC
DECREASED6,3346,467-133-2%$4.4M$4.4M-$2.4K2026-10-23
Redstone Wealth Management, LLC
INCREASED6,3236,118+205+3%$4.2M$4.4M+$229.8K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED6,30027,000-20,700-77%$18.5M$4.4M-$14.1M2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED6,2315,216+1,015+19%$3.6M$4.4M+$789.8K2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED6,2296,22900%$4.3M$4.4M+$87.6K2026-10-22
Kavar Capital Partners Group, LLC
DECREASED6,2246,632-408-6%$4.6M$4.4M-$192.8K2026-11-06
AMI Investment Management Inc
INCREASED6,2016,130+71+1%$4.2M$4.3M+$135.9K2026-10-27
Financial Consulate, Inc
DECREASED6,2006,394-194-3%$4.4M$4.3M-$45.7K2026-10-23
Polaris Financial Partners
NEW6,175—+6,175——$4.4K—2026-10-02
Accel Wealth Management
INCREASED6,1715,981+190+3%$4.1M$4.3M+$217.5K2026-10-13
25 LLC
DECREASED6,1566,431-275-4%$4.4M$4.3M-$102.0K2026-10-13
Chicago Capital, LLC
INCREASED6,1314,767+1,364+29%$3.3M$4.3M+$1.0M2026-10-13
RMG Wealth Management LLC
INCREASED6,1315,936+195+3%$4.2M$4.3M+$81.8K2026-10-26
Smart Wealth LLC
INCREASED6,1125,943+169+3%$4.1M$4.3M+$201.8K2026-11-04
Uniting Wealth Partners, LLC
INCREASED6,1104,236+1,874+44%$2.9M$4.3M+$1.4M2026-11-06
Marathon Wealth Advisors LLC
INCREASED6,0886,016+72+1%$4.1M$4.3M+$134.6K2026-11-04
Walled Lake Planning & Wealth Management, LLC
INCREASED6,0625,625+437+8%$3.9M$4.2M+$385.6K2026-10-29
Michels Family Financial, LLC
INCREASED6,0574,432+1,625+37%$3.0M$4.2M+$1.2M2026-11-02
Segment Wealth Management, LLC
DECREASED6,0236,038-150%$4.1M$4.2M+$74.3K2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED6,0135,913+100+2%$4.1M$4.2M+$153.2K2026-10-15
Cogent Private Wealth, Inc.
DECREASED5,9826,407-425-7%$4.4M$4.2M-$207.8K2026-11-06
National Wealth Management Group, LLC
DECREASED5,9695,979-100%$4.1M$4.2M+$77.3K2026-10-26
Sunpointe, LLC
DECREASED5,9486,197-249-4%$4.3M$4.2M-$85.9K2026-10-22
Tranquility Partners, LLC
DECREASED5,9486,016-68-1%$4.1M$4.2M+$38.3K2026-10-20
Gamma Investing LLC
INCREASED5,9385,315+623+12%$3.7M$4.2M+$511.3K2026-10-08
Moneco Advisors, LLC
INCREASED5,9185,245+673+13%$3.6M$4.1M+$545.5K2026-11-05
Principle Wealth Partners LLC
DECREASED5,9185,974-56-1%$4.1M$4.1M+$45.1K2026-11-02
Bluesphere Advisors LLC
DECREASED5,9176,403-486-8%$4.4M$4.1M-$250.8K2026-10-19
DecisionMap Wealth Management, LLC
INCREASED5,9045,850+54+1%$4.0M$4.1M+$119.8K2026-10-29
Activest Wealth Management
INCREASED5,8523,793+2,059+54%$2.6M$4.1M+$1.5M2026-10-15
Argonautica Private Wealth Management, Inc
DECREASED5,8335,835-20%$4.0M$4.1M+$80.6K2026-11-02
Kornitzer Capital Management Inc
DECREASED5,8226,714-892-13%$4.6M$4.1M-$530.8K2026-11-03
Astra Wealth Partners LLC
INCREASED5,8145,793+21+0%$4.0M$4.1M+$96.1K2026-11-06
Diversified Management Inc
INCREASED5,7705,277+493+9%$3.6M$4.0M+$419.8K2026-10-08
Financial Council, LLC
DECREASED5,7625,774-120%$4.0M$4.0M+$72.7K2026-11-02
Elevate Capital Advisors, LLC
INCREASED5,7613,287+2,474+75%$2.3M$4.0M+$1.8M2026-11-02
Welch & Forbes LLC
INCREASED5,7365,472+264+5%$3.8M$4.0M+$261.9K2026-11-04
Thompson Davis & Co., Inc.
INCREASED5,7304,613+1,117+24%$3.2M$4.0M+$847.3K2026-11-05
Realta Investment Advisors
INCREASED5,7275,703+24+0%$3.9M$4.0M+$96.9K2026-10-14
Verus Financial Partners, Inc.
INCREASED5,7074,970+737+15%$3.4M$4.0M+$586.4K2026-10-29
GHP Investment Advisors, Inc.
DECREASED5,7076,006-299-5%$4.1M$4.0M-$124.8K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED5,6795,652+27+0%$3.9M$4.0M+$97.9K2026-11-06
Arcadia Wealth Management, LLC
DECREASED5,6786,360-682-11%$4.4M$4.0M-$388.3K2026-10-22
KFG LLC
NEW5,671—+5,671——$4.0M—2026-11-02
GEM Asset Management, LLC
INCREASED5,6325,576+56+1%$3.8M$3.9M+$117.6K2026-10-13
Prevail Innovative Wealth Advisors, LLC
DECREASED5,6075,696-89-2%$3.9M$4.0M+$93.2K2026-10-20
First Interstate Bank
DECREASED5,5915,689-98-2%$3.9M$3.9M+$11.2K2026-10-23
Bluestem Financial Advisors, LLC
DECREASED5,5686,095-527-9%$4.2M$3.9M-$283.6K2026-10-20
Peoples Bank
INCREASED5,5645,489+75+1%$3.8M$3.9M+$129.7K2026-10-09
Richardson Financial Services Inc.
INCREASED5,5295,068+461+9%$3.5M$3.9M+$394.3K2026-10-30
Elevation Capital Advisory, LLC
DECREASED5,5105,815-305-5%$4.0M$3.9M-$132.0K2026-10-29
Tilia Fiduciary Partners, Inc.
INCREASED5,4764,668+808+17%$3.2M$3.8M+$631.6K2026-10-09
Triasima Portfolio Management inc.
DECREASED5,4576,102-645-11%$4.2M$3.8M-$366.3K2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED5,4514,697+754+16%$3.2M$3.8M+$594.6K2026-10-22
Plus Group Wealth Advisors LLC
INCREASED5,4421,110+4,332+390%$762.5K$3.8M+$3.1M2026-10-19
Fortem Financial Group, LLC
DECREASED5,4425,473-31-1%$3.8M$3.8M+$55.2K2026-10-20
KPP Advisory Services LLC
DECREASED5,42332,880-27,457-84%$22.6M$3.8M-$18.8M2026-10-26
Terra Nova Asset Management LLC
INCREASED5,4085,339+69+1%$3.7M$3.8M+$123.1K2026-10-13
Kieckhefer Group LLC
INCREASED5,3974,370+1,027+24%$3.0M$3.8M+$781.0K2026-10-13
Arsenal Capital Advisors LLC
INCREASED5,3935,330+63+1%$3.7M$3.8M+$119.6K2026-11-02
Clearstead Trust, LLC
INCREASED5,3924,859+533+11%$3.3M$3.8M+$441.5K2026-11-06
WP Advisors, LLC
INCREASED5,3604,545+815+18%$3.1M$3.8M+$635.2K2026-10-22
Cardinal Point Capital Management ULC
DECREASED5,3308,447-3,117-37%$5.8M$3.7M-$2.1M2026-10-21
Investors Research Corp
INCREASED5,3262,388+2,938+123%$1.6M$3.7M+$2.1M2026-10-07
Tannin Capital LLC
DECREASED5,3255,385-60-1%$3.7M$3.7M+$33.6K2026-11-05
Reality Financial Planning Services, LLC
DECREASED5,3175,351-34-1%$3.7M$3.7M+$51.1K2026-11-03
Bridgelight Financial Advisors, Inc.
DECREASED5,2945,385-91-2%$3.7M$3.7M+$11.4K2026-10-20
Towne Trust Company, N.a
INCREASED5,2615,127+134+3%$3.5M$3.7M+$165.9K2026-10-28
May Hill Capital, LLC
UNCHANGED5,2555,25500%$3.6M$3.7M+$73.8K2026-11-03
Lee, Kelleher & Klein Wealth Management
DECREASED5,2435,296-53-1%$3.6M$3.7M+$37.1K2026-10-08
DBK Financial Counsel, LLC
DECREASED5,2405,327-87-2%$3.7M$3.7M+$13.9K2026-10-13
Willow Creek Wealth Management Inc.
INCREASED5,2364,469+767+17%$3.1M$3.7M+$600.9K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED5,2353,848+1,387+36%$2.6M$3.7M+$1.0M2026-11-05
Financial Perspectives, Inc
DECREASED5,2155,535-320-6%$3.8M$3.7M-$146.8K2026-11-03
Revolve Wealth Partners, LLC
INCREASED5,2025,194+8+0%$3.6M$3.6M+$78.5K2026-10-23
Patton Albertson Miller Group, LLC
DECREASED5,1925,321-129-2%$3.7M$3.6M-$15.7K2026-10-26
Midwest Financial Network, LLC
DECREASED5,1769,755-4,579-47%$6.7M$3.6M-$3.1M2026-10-13
Prosperity Advisers, LLC
DECREASED5,1765,177-10%$3.6M$3.6M+$72.0K2026-10-28
Redwood Family Wealth LLC
DECREASED5,1685,305-137-3%$3.6M$3.6M-$21.8K2026-10-20
Shade Tree Advisors LLC
INCREASED5,1565,149+7+0%$3.5M$3.6M+$77.6K2026-10-22
SRH Advisors, LLC
UNCHANGED5,0745,07400%$3.5M$3.6M+$71.3K2026-10-22
Curran Financial Partners, LLC
INCREASED5,0694,842+227+5%$3.3M$3.6M+$226.9K2026-11-04
Zenith Solutions, Inc.
INCREASED5,0575,031+26+1%$3.5M$3.5M+$88.9K2026-10-19
Morey & Quinn Wealth Partners, LLC
INCREASED5,0413,506+1,535+44%$2.4M$3.5M+$1.1M2026-10-28
MTM Investment Management, LLC
INCREASED5,0394,838+201+4%$3.3M$3.5M+$208.8K2026-10-30
Novem Group
INCREASED5,0394,938+101+2%$3.4M$3.5M+$140.7K2026-10-19
Harmony Asset Management LLC
INCREASED5,0144,474+540+12%$3.1M$3.5M+$441.4K2026-10-20
180 Wealth Advisors, LLC
INCREASED5,0114,937+74+2%$3.4M$3.5M+$121.3K2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
DECREASED4,9975,126-129-3%$3.5M$3.5M-$18.5K2026-11-02
Cornerstone Planning Group LLC
DECREASED4,9815,033-52-1%$3.5M$3.6M+$106.8K2026-10-16
Trueblood Wealth Management, LLC
INCREASED4,9784,637+341+7%$3.2M$3.5M+$304.1K2026-10-23
Berkshire Money Management, Inc.
NEW4,973—+4,973——$3.5M—2026-10-21
Strategic Wealth Advisors LLC
INCREASED4,9673,714+1,253+34%$2.3K$3.5M+$3.5M2026-11-06
Networth Advisors, LLC
DECREASED4,9575,539-582-11%$3.8M$3.5M-$330.1K2026-11-03
Veery Capital, LLC
INCREASED4,9474,878+69+1%$3.4M$3.5M+$116.3K2026-10-07
Cyndeo Wealth Partners, LLC
INCREASED4,9434,630+313+7%$3.2M$3.5M+$284.5K2026-10-16
Navigation Group, LLC
DECREASED4,9245,039-115-2%$3.5M$3.5M-$9.8K2026-10-28
Onyx Bridge Wealth Group LLC
INCREASED4,9214,889+32+1%$3.4M$3.4M+$90.8K2026-10-16
Focus Wealth Advisors, LLC
INCREASED4,9214,912+9+0%$3.4M$3.4M+$75.2K2026-10-14
Princeton Global Asset Management LLC
INCREASED4,8974,335+562+13%$3.0M$3.4M+$454.4K2026-10-21
Montecito Bank & Trust
DECREASED4,89613,964-9,068-65%$9.6M$3.4M-$6.2M2026-10-01
Larry Mathis Financial Planning, LLC
DECREASED4,8969,256-4,360-47%$6.4M$3.4M-$2.9M2026-10-26
LifeGuide Financial Advisors, LLC
DECREASED4,8865,031-145-3%$3.5M$3.4M-$31.4K2026-10-20
Capital Asset Advisory Services LLC
DECREASED4,8835,601-718-13%$3.8M$3.4M-$417.4K2026-10-30
Wakefield Asset Management Lllp
DECREASED4,8825,044-162-3%$3.5M$3.4M-$43.4K2026-11-05
Core Wealth Partners LLC
INCREASED4,8744,452+422+9%$3.1M$3.4M+$358.5K2026-11-02
First Pacific Financial
DECREASED4,8595,152-293-6%$3.5M$3.4M-$132.8K2026-10-14
Summit Global Investments
DECREASED4,8497,789-2,940-38%$5.4M$3.4K-$5.3M2026-10-28
Auour Investments LLC
DECREASED4,8285,717-889-16%$3.9M$3.4M-$543.1K2026-10-28
Values Added Financial LLC
DECREASED4,8074,927-120-2%$3.4M$3.4M-$14.9K2026-10-28
Acorn Wealth Advisors, LLC
INCREASED4,7974,280+517+12%$2.9M$3.4M+$422.0K2026-10-19
Global Strategic Investment Solutions, LLC
DECREASED4,7815,487-706-13%$3.8M$3.4M-$418.1K2026-10-16
Saxon Interests, Inc.
DECREASED4,7669,233-4,467-48%$6.3M$3.3M-$3.0M2026-10-26
Hubbell Strickland Wealth Management, LLC
DECREASED4,7634,777-140%$3.3M$3.3M+$57.1K2026-10-29
E&G Advisors, LLC
INCREASED4,7464,716+30+1%$3.2M$3.3M+$87.3K2026-10-13
Downshift Financial, LLC
DECREASED4,7374,924-187-4%$3.4M$3.3M-$61.7K2026-10-13
SkyOak Wealth, LLC
INCREASED4,7304,672+58+1%$3.2M$3.3M+$106.3K2026-10-28
Palatine Hill Wealth Management, LLC
DECREASED4,7194,815-96-2%$3.3M$3.3M+$3682026-11-03
Bernardo Wealth Planning LLC
INCREASED4,7162,368+2,348+99%$1.6M$3.3M+$1.7M2026-10-23
CFS Investment Advisory Services, LLC
DECREASED4,7125,667-955-17%$3.9M$3.4M-$506.2K2026-10-19
Baring Financial LLC
INCREASED4,7114,698+13+0%$3.2M$3.3M+$74.8K2026-10-07
Collaborative Capital Advisors LLC
INCREASED4,7084,078+630+15%$2.8M$3.3M+$498.7K2026-11-06
Ocean Park Asset Management, LLC
NEW4,705—+4,705——$3.3M—2026-10-21
Canandaigua National Bank & Trust Co
UNCHANGED4,6954,69500%$3.2M$3.3M+$66.0K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED4,6813,845+836+22%$2.6M$3.3M+$639.3K2026-10-29
Private Wealth Group, LLC
UNCHANGED4,6644,66400%$3.2M$3.3M+$65.5K2026-10-19
TCV Trust & Wealth Management, Inc.
UNCHANGED4,6444,64400%$3.2M$3.3M+$65.2K2026-10-16
Smith & Howard Wealth Management, LLC
INCREASED4,6402,973+1,667+56%$2.0M$3.3M+$1.2M2026-10-27
Clearview Wealth Management LLC
DECREASED4,6354,685-50-1%$3.2M$3.3M+$97.2K2026-10-16
LifeWealth Investments, LLC
DECREASED4,5984,922-324-7%$3.4M$3.2M-$157.7K2026-10-21
Grantvest Financial Group LLC
DECREASED4,5884,625-37-1%$3.2M$3.2M+$39.4K2026-10-21
Myecfo, LLC
DECREASED4,5804,635-55-1%$3.2M$3.2M+$26.2K2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED4,5534,55300%$3.1M$3.2M+$64.0K2026-10-15
Hengehold Capital Management LLC
INCREASED4,5304,466+64+1%$3.1M$3.2M+$107.6K2026-10-16
NorthCrest Asset Manangement, LLC
DECREASED4,5294,952-423-9%$3.4M$3.2M-$198.7K2026-10-13
Compass Ion Advisors, LLC
INCREASED4,5243,881+643+17%$2.7M$3.2M+$505.2K2026-10-23
Clarity Wealth Advisors, LLC
INCREASED4,4944,491+3+0%$3.1M$3.1M+$65.2K2026-10-21
Quadrant Private Wealth Management, LLC
NEW4,484—+4,484——$3.1M—2026-11-04
Weaver Consulting Group
DECREASED4,4714,779-308-6%$3.3M$3.1M-$149.1K2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED4,4524,184+268+6%$2.9M$3.1M+$247.1K2026-11-06
Pacific Park Financial, Inc.
DECREASED4,4514,518-67-1%$3.1M$3.1M+$16.5K2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED4,4504,070+380+9%$2.8M$3.1M+$323.0K2026-10-19
Pine Haven Investment Counsel, Inc
UNCHANGED4,4204,42000%$3.0M$3.1M+$62.1K2026-11-02
JB Capital LLC
INCREASED4,4034,276+127+3%$2.9M$3.1M+$149.3K2026-10-19
Anchor Capital Advisors LLC
INCREASED4,3973,752+645+17%$2.6M$3.1M+$504.8K2026-11-05
Optimist Retirement Group LLC
DECREASED4,3614,402-41-1%$3.0M$3.1M+$33.7K2026-10-30
Cherry Creek Investment Advisors, Inc.
DECREASED4,3584,446-88-2%$3.1M$3.1M+$1.3K2026-10-14
Laurel Wealth Advisors LLC
DECREASED4,3354,339-40%$3.0M$3.0M+$58.7K2026-10-27
Corundum Group, Inc.
INCREASED4,3304,152+178+4%$2.9M$3.0M+$183.1K2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED4,3233,827+496+13%$2.6M$3.0M+$401.3K2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED4,3104,305+5+0%$3.0M$3.0M+$64.1K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED4,2863,716+570+15%$2.6M$3.0M+$452.1K2026-10-15
Versant Capital Management, Inc
INCREASED4,2664,252+14+0%$2.9M$3.0M+$69.3K2026-10-02
Glaxis Capital Management, LLC
UNCHANGED4,2654,26500%$2.9M$3.0M+$59.9K2026-11-02
Foyston, Gordon & Payne Inc
NEW4,243—+4,243——$3.0M—2026-11-02
Capital Advantage, Inc.
INCREASED4,2394,165+74+2%$2.9M$3.0M+$109.8K2026-10-14
FSM Wealth Advisors, LLC
DECREASED4,2344,269-35-1%$2.9M$3.0M+$97.7K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED4,2254,191+34+1%$2.9M$3.0M+$82.7K2026-10-23
Confluence Wealth Services, Inc.
DECREASED4,2235,121-898-18%$3.5M$3.0M-$553.9K2026-11-05
Optima Capital LLC
INCREASED4,2234,150+73+2%$2.8M$3.0M+$109.0K2026-10-29
Baker Avenue Asset Management, LP
INCREASED4,2223,924+298+8%$2.7M$3.0M+$263.7K2026-11-06
Cannon Financial Strategists, Inc.
INCREASED4,2224,216+6+0%$2.9M$3.0M+$63.3K2026-10-19
Private Client Services, LLC
DECREASED4,2194,338-119-3%$3.0M$3.0M-$22.7K2026-10-02
Englebert Financial Advisers, LLC
DECREASED4,2096,116-1,907-31%$4.2M$2.9M-$1.3M2026-10-20
Rebalance, LLC
INCREASED4,2014,149+52+1%$2.8M$2.9M+$94.1K2026-10-22
Diversified Portfolios, Inc.
DECREASED4,1964,242-46-1%$2.9M$2.9M+$27.6K2026-11-04
First County Bank
INCREASED4,1723,529+643+18%$2.4M$2.9M+$500.2K2026-10-13
InTrack Investment Management Inc
DECREASED4,1724,217-45-1%$2.9M$2.9M+$27.7K2026-10-15
Seven Bridges Advisors LLC
INCREASED4,1684,157+11+0%$2.9M$2.9M+$65.9K2026-10-07
Gibson Capital, LLC
DECREASED4,1604,201-41-1%$2.9M$2.9M+$30.3K2026-10-23
Investment Advisory Services Inc
INCREASED4,1453,843+302+8%$2.6M$2.9M+$265.4K2026-10-27
Culbertson A N & Co Inc
DECREASED4,1374,253-116-3%$2.9M$2.9M-$21.5K2026-10-21
DB&C Advisors, LLC
INCREASED4,1304,038+92+2%$2.8M$2.9M+$121.2K2026-10-26
Inscription Capital, LLC
DECREASED4,0954,149-54-1%$2.8M$2.9M+$20.4K2026-11-02
Enzi Wealth
INCREASED4,0933,632+461+13%$2.5M$2.9M+$417.2K2026-10-14
Portside Wealth Group, LLC
INCREASED4,0783,874+204+5%$2.7M$2.9M+$197.2K2026-10-20
Index Fund Advisors, Inc.
DECREASED4,0764,688-612-13%$3.2M$2.9M-$363.1K2026-11-05
Baker Boyer National Bank
INCREASED4,0764,032+44+1%$2.8M$2.9M+$87.5K2026-11-05
Aviance Capital Partners, LLC
INCREASED4,0744,005+69+2%$2.8M$2.9M+$104.6K2026-10-29
Ellis Investment Partners, LLC
INCREASED4,0663,583+483+13%$2.5M$2.9M+$389.3K2026-10-21
Bell Investment Advisors, Inc
INCREASED4,0644,062+2+0%$2.8M$2.8M+$58.6K2026-10-29
Valtinson Bruner Financial Planning LLC
DECREASED4,0474,141-94-2%$2.8M$2.8M-$7.7K2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED4,0271,857+2,170+117%$1.3M$2.8M+$1.5M2026-11-05
Seal Cove Capital, LLC
INCREASED4,0164,006+10+0%$2.8M$2.8M+$63.6K2026-11-06
Zullo Investment Group, Inc.
UNCHANGED4,0154,01500%$2.8M$2.8M+$56.4K2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED4,0144,026-120%$2.8M$2.8M+$48.0K2026-10-26
Bucket List Wealth Management, LLC
INCREASED4,0063,975+31+1%$2.7M$2.8M+$77.6K2026-10-22
Mccarter Private Wealth Services LLC
INCREASED4,0053,373+632+19%$2.3M$2.8M+$490.3K2026-10-22
Unique Wealth, LLC
UNCHANGED3,9683,96800%$2.7M$2.8M+$56.0K2026-10-16
Asset Advisors Investment Management, LLC
INCREASED3,9423,129+813+26%$2.1M$2.8M+$613.7K2026-10-19
Stonebridge Financial Group, LLC
INCREASED3,9163,895+21+1%$2.7M$2.7M+$69.1K2026-10-01
Falcon Wealth Planning
DECREASED3,9094,223-314-7%$2.9M$2.7M-$160.6K2026-11-06
Investmark Advisory Group LLC
INCREASED3,9031,771+2,132+120%$1.2M$2.7M+$1.5M2026-10-27
Tlwm
INCREASED3,9023,460+442+13%$2.4M$2.7M+$358.5K2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED3,9023,939-37-1%$2.7M$2.7M+$40.3K2026-10-13
PTM Wealth Management, LLC
DECREASED3,8883,913-25-1%$2.7M$2.8M+$126.7K2026-10-23
Aries Wealth Management
DECREASED3,8843,978-94-2%$2.7M$2.7M-$10.0K2026-10-23
Mascoma Wealth Management LLC
INCREASED3,8733,872+1+0%$2.7M$2.7M+$54.9K2026-10-23
Boyce & Associates Wealth Consulting, Inc.
DECREASED3,8633,872-90%$2.7M$2.7M+$47.7K2026-10-14
Burton Enright Welch
DECREASED3,8443,967-123-3%$2.7M$2.7M-$30.5K2026-11-04
Chesley Taft & Associates LLC
INCREASED3,8373,799+38+1%$2.6M$2.7M+$80.0K2026-10-13
Madison Park Capital Advisors, LLC
INCREASED3,8263,606+220+6%$2.5M$2.7M+$205.1K2026-10-28
Gradient Investments LLC
INCREASED3,8063,399+407+12%$2.3M$2.7M+$333.0K2026-10-08
Whalen Wealth Management Inc.
INCREASED3,7883,577+211+6%$2.5M$2.7M+$198.1K2026-10-08
Moran Wealth Management, LLC
DECREASED3,7854,279-494-12%$2.9M$2.7M-$286.1K2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED3,7853,747+38+1%$2.6M$2.7M+$78.9K2026-10-15
Linscomb Wealth, Inc.
DECREASED3,7843,969-185-5%$2.7M$2.7M-$73.9K2026-11-05
Gibbs Wealth Management
INCREASED3,783793+2,990+377%$544.8K$2.7M+$2.1M2026-10-22
Heirloom Wealth Management
INCREASED3,7723,613+159+4%$2.5M$2.6M+$162.2K2026-10-14
Cherrydale Wealth Management, LLC
INCREASED3,7713,761+10+0%$2.6M$2.6M+$59.7K2026-10-20
Fiduciary Financial Group, LLC
INCREASED3,7603,175+585+18%$2.2M$2.6M+$454.6K2026-10-13
LFG Wealth Partners, LLC
DECREASED3,7603,849-89-2%$2.6M$2.6M-$8.2K2026-10-28
Wealth Effects LLC
DECREASED3,7593,819-60-2%$2.6M$2.6M+$11.7K2026-10-23
Arrien Investments, Inc.
DECREASED3,7573,773-160%$2.6M$2.6M+$41.8K2026-10-30
Tred Avon Family Wealth, LLC
DECREASED3,7533,860-107-3%$2.7M$2.6M-$20.8K2026-10-20
Defender Capital, Llc.
DECREASED3,7504,750-1,000-21%$3.3M$2.6M-$634.1K2026-10-01
Solstein Capital, LLC
INCREASED3,7412,934+807+28%$2.0M$2.6M+$606.7K2026-11-02
Warwick Investment Management, Inc.
DECREASED3,7023,730-28-1%$2.6M$2.6M+$32.7K2026-10-19
Castleview Partners, LLC
INCREASED3,6973,622+75+2%$2.5M$2.6M+$103.5K2026-10-09
Zions Bancorporation, National Association
INCREASED3,6973,628+69+2%$2.5M$2.6M+$99.3K2026-11-06
Prudent Man Advisors, LLC
UNCHANGED3,6883,68800%$2.5M$2.6M+$51.8K2026-11-03
Tamar Securities, LLC
INCREASED3,6803,670+10+0%$2.5M$2.6M+$58.3K2026-11-03
Levin Capital Strategies, L.P.
INCREASED3,6703,120+550+18%$2.1M$2.6M+$429.3K2026-11-02
Toth Financial Advisory Corp
INCREASED3,6703,532+138+4%$2.4M$2.6M+$146.2K2026-10-08
Harfst & Associates, Inc.
DECREASED3,6663,671-50%$2.5M$2.6M+$48.1K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED3,6654,619-954-21%$3.2M$2.6M-$603.6K2026-11-04
MontVue Capital Management, Inc.
DECREASED3,6623,666-40%$2.5M$2.6M+$48.7K2026-10-19
Channel Wealth LLC
INCREASED3,6613,636+25+1%$2.5M$2.6M+$68.6K2026-11-06
Gallacher Capital Management LLC
DECREASED3,6334,175-542-13%$2.9M$2.5M-$321.3K2026-10-30
My Personal CFO, LLC
INCREASED3,6293,619+10+0%$2.5M$2.5M+$57.9K2026-10-14
55 North Private Wealth, LLC
DECREASED3,6223,623-10%$2.5M$2.5M+$50.3K2026-10-20
Kesler, Norman & Wride, LLC
INCREASED3,6033,490+113+3%$2.4M$2.5M+$127.8K2026-11-06
Fullerton Advisors, LLC
INCREASED3,6033,594+9+0%$2.5M$2.5M+$57.0K2026-10-14
Amicus Financial Advisors, LLC
INCREASED3,6013,594+7+0%$2.5M$2.5M+$55.4K2026-11-03
Friday Financial
INCREASED3,5951,477+2,118+143%$1.0M$2.5M+$1.5M2026-10-09
TCP Asset Management, LLC
DECREASED3,5913,744-153-4%$2.6M$2.5M-$30.4K2026-10-14
Parcion Private Wealth LLC
INCREASED3,5883,390+198+6%$2.3M$2.5M+$186.4K2026-10-28
Sims Investment Management, LLC
INCREASED3,5823,578+4+0%$2.5M$2.5M+$53.1K2026-10-13
CrossGen Wealth, LLC
DECREASED3,5813,757-176-5%$2.6M$2.5M-$70.4K2026-10-30
Cacti Asset Management LLC
INCREASED3,5771,970+1,607+82%$1.4M$2.5M+$1.2M2026-10-01
Ibex Wealth Advisors
UNCHANGED3,5613,56100%$2.4M$2.5M+$50.3K2026-11-06
Oarsman Capital, Inc.
INCREASED3,5352,716+819+30%$1.9M$2.5M+$612.0K2026-11-05
Citizens National Bank Trust Department
INCREASED3,5333,040+493+16%$2.1M$2.5M+$388.2K2026-11-04
Peterson Wealth Services
INCREASED3,5242,937+587+20%$2.0M$2.5M+$453.1K2026-10-26
Heritage Investment Group, Inc.
DECREASED3,5113,515-40%$2.4M$2.5M+$46.4K2026-11-03
Old Peak Finance LLC
INCREASED3,5083,225+283+9%$2.2M$2.5M+$243.9K2026-11-02
LJI Wealth Management, LLC
DECREASED3,4953,903-408-10%$2.7M$2.4M-$230.7K2026-10-28
BFI Infinity Ltd.
INCREASED3,4843,210+274+9%$2.2M$2.4M+$237.1K2026-10-16
Shaker Financial Services, LLC
DECREASED3,4783,808-330-9%$2.6M$2.4M-$177.6K2026-10-14
Leelyn Smith, LLC
INCREASED3,4773,373+104+3%$2.3M$2.4M+$120.3K2026-11-03
Aspen Wealth Management LLC
INCREASED3,4753,436+39+1%$2.4M$2.4M+$75.3K2026-10-14
Fearless Solutions, LLC dba Best Invest
INCREASED3,4653,409+56+2%$2.3M$2.4M+$87.4K2026-10-14
Hanson & Doremus Investment Management
DECREASED3,4623,464-20%$2.4M$2.4K-$2.4M2026-10-16
Washburn Capital Management, Inc.
DECREASED3,4603,479-19-1%$2.4M$2.4M+$35.6K2026-10-19
Nixon Peabody Trust Co
INCREASED3,4533,140+313+10%$2.2M$2.4M+$263.5K2026-10-23
Orrstown Financial Services Inc
DECREASED3,4523,766-314-8%$2.6M$2.4M-$167.2K2026-10-14
Heritage Wealth Management, Inc.
DECREASED3,4114,186-775-19%$2.9M$2.4M-$484.3K2026-10-28
Clear Wave Wealth Management LLC
INCREASED3,4043,403+1+0%$2.3M$2.4M+$47.9K2026-11-04
Infinity Wealth Counsel, LLC
INCREASED3,4023,400+2+0%$2.3M$2.4M+$49.2K2026-10-15
Peak Wealth Management LLC
INCREASED3,3993,369+30+1%$2.3M$2.4M+$88.4K2026-10-26
Van Cleef Asset Management,Inc
INCREASED3,3952,602+793+30%$1.8M$2.4M+$592.5K2026-10-20
AWM Capital, LLC
INCREASED3,3902,778+612+22%$1.9M$2.4M+$468.3K2026-10-16
Krilogy Financial LLC
INCREASED3,3882,652+736+28%$1.8M$2.4M+$601.2K2026-10-13
Virtus Wealth Solutions LLC
INCREASED3,3782,774+604+22%$1.9M$2.4M+$462.8K2026-11-03
Alterna Wealth Management, Inc
INCREASED3,3673,357+10+0%$2.3M$2.4M+$53.7K2026-10-27
Green Ridge Wealth Planning LLC
INCREASED3,3613,360+1+0%$2.3M$2.4M+$47.9K2026-10-08
Compass Planning Associates Inc
INCREASED3,3483,257+91+3%$2.2M$2.3M+$109.3K2026-10-13
Lee Financial Co
INCREASED3,3443,292+52+2%$2.3M$2.3M+$82.6K2026-10-16
Mogy Joel R Investment Counsel Inc
DECREASED3,3423,440-98-3%$2.4M$2.3M-$20.4K2026-10-13
Lexington Hill Partners, LLC
DECREASED3,3383,358-20-1%$2.3M$2.3M+$33.1K2026-10-13
Pacific Asset Management, LLC
INCREASED3,3373,129+208+7%$2.1M$2.3M+$189.7K2026-10-15
Montgomery Financial Services LLC
DECREASED3,3353,539-204-6%$2.4M$2.3M-$93.3K2026-11-03
Washington Trust Bank
INCREASED3,3333,053+280+9%$2.1M$2.3M+$239.1K2026-11-03
William Mack & Associates, Inc.
INCREASED3,3293,310+19+1%$2.3M$2.3M+$59.7K2026-10-27
Frank, Rimerman Advisors LLC
INCREASED3,3153,313+2+0%$2.3M$2.3M+$48.1K2026-10-16
Optivise Advisory Services LLC
INCREASED3,3112,971+340+11%$2.0M$2.3M+$280.5K2026-10-19
Iams Wealth Management, LLC
INCREASED3,3073,101+206+7%$2.1M$2.3M+$188.1K2026-10-15
Entrust Financial LLC
INCREASED3,3003,215+85+3%$2.2M$2.3M+$104.7K2026-11-04
CX Institutional
INCREASED3,2912,779+512+18%$1.9K$2.3K+$3972026-10-02
Edgemoor Investment Advisors, Inc.
INCREASED3,2843,251+33+1%$2.2M$2.3M+$68.1K2026-11-03
Fortress Financial Group, LLC
INCREASED3,2813,244+37+1%$2.2M$2.3M+$71.6K2026-10-21
Raab & Moskowitz Asset Management LLC
DECREASED3,2733,416-143-4%$2.3M$2.3M-$52.2K2026-11-02
HMS Capital Management, LLC
INCREASED3,2693,197+72+2%$2.2M$2.3M+$95.4K2026-10-20
Earned Wealth Advisors, LLC
INCREASED3,2673,009+258+9%$2.1M$2.3M+$223.4K2026-11-06
Beirne Wealth Consulting Services, LLC
DECREASED3,2584,704-1,446-31%$3.2M$2.3M-$946.9K2026-10-19
Chilton Capital Management LLC
DECREASED3,2573,307-50-2%$2.3M$2.3M+$11.4K2026-10-28
Professional Advisory Services Inc
INCREASED3,2553,213+42+1%$2.2K$2.3K+$742026-10-08
BG Investment Services, LLC
INCREASED3,2442,950+294+10%$2.0M$2.3M+$247.9K2026-10-23
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED3,2412,964+277+9%$2.0M$2.3M+$235.8K2026-10-29
Evolution Advisers, Inc.
DECREASED3,2413,277-36-1%$2.3M$2.3M+$42.8K2026-11-06
Equita Financial Network, Inc.
INCREASED3,2393,061+178+6%$2.1M$2.3M+$168.1K2026-10-19
Indiana Trust & Investment Management Co
DECREASED3,2283,291-63-2%$2.3M$2.3M+$2.1K2026-10-22
Wilkerson Advisory Group LLC
DECREASED3,2203,230-100%$2.2M$2.3M+$37.5K2026-10-20
Paragon Private Wealth Management, LLC
UNCHANGED3,2143,21400%$2.2M$2.3M+$45.2K2026-10-20
Retirement Financial Solutions, LLC
DECREASED3,2133,294-81-2%$2.3M$2.3M-$10.4K2026-10-20
Berkeley, Inc
DECREASED3,2133,246-33-1%$2.2M$2.3M+$22.7K2026-10-20
Echo45 Advisors LLC
NEW3,212—+3,212——$2.3M—2026-10-07
Occidental Asset Management, LLC
DECREASED3,2083,776-568-15%$2.6M$2.2M-$345.0K2026-11-05
Northwest Wealth Management, LLC
INCREASED3,2023,180+22+1%$2.2M$2.2M+$60.2K2026-10-30
Fiduciary Family Office, LLC
INCREASED3,1973,168+29+1%$2.2M$2.2M+$64.8K2026-11-04
Vilga Financial Planning LLC
INCREASED3,1962,920+276+9%$2.0M$2.2M+$233.9K2026-10-09
Sun Group Wealth Partners
INCREASED3,1912,032+1,159+57%$1.4M$2.2M+$840.2K2026-10-26
M. Kraus & Co
UNCHANGED3,1673,16700%$2.2M$2.2M+$44.5K2026-10-20
Stonekeep Investments, LLC
INCREASED3,1663,091+75+2%$2.1K$2.2M+$2.2M2026-10-15
SeaBridge Investment Advisors LLC
DECREASED3,1623,693-531-14%$2.5M$2.2M-$320.0K2026-11-02
Sather Financial Group Inc
DECREASED3,1613,183-22-1%$2.2M$2.2M+$29.3K2026-10-30
Granite FO LLC
DECREASED3,1533,228-75-2%$2.2M$2.2M-$6.8K2026-10-14
TFC Financial Management, Inc.
INCREASED3,1473,083+64+2%$2.1M$2.2M+$87.9K2026-10-26
Pathway Financial Advisors LLC
INCREASED3,1402,410+730+30%$1.7M$2.2M+$550.0K2026-10-07
Parr Mcknight Wealth Management Group, LLC
DECREASED3,1403,219-79-2%$2.2M$2.2M-$10.1K2026-10-30
Key Capital Management, Inc
INCREASED3,119471+2,648+562%$323.6K$2.2M+$1.9M2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED3,1193,011+108+4%$2.1M$2.2M+$117.8K2026-11-02
Reflection Asset Management
UNCHANGED3,1153,11500%$2.1M$2.2M+$43.8K2026-10-28
Pacific Center for Financial Services
INCREASED3,0973,022+75+2%$2.1M$2.2M+$94.7K2026-10-15
Evolution Wealth Management Inc.
DECREASED3,0934,054-961-24%$2.8M$2.2M-$617.0K2026-10-28
IMG Wealth Management, Inc.
DECREASED3,0653,253-188-6%$2.2M$2.1M-$85.9K2026-10-27
Trellis Wealth Advisors LLC
INCREASED3,0593,058+1+0%$2.1M$2.1M+$43.4K2026-10-19
Tenet Wealth Partners, LLC
INCREASED3,0522,739+313+11%$1.9M$2.1M+$278.4K2026-10-19
Align Financial, LLC
DECREASED3,0413,130-89-3%$2.1M$2.1M-$18.4K2026-10-16
Stevens Capital Partners
INCREASED3,039757+2,282+301%$520.2K$2.1M+$1.6M2026-10-29
Blossom Wealth Management
UNCHANGED3,0393,03900%$2.1M$2.1M+$42.7K2026-11-03
Cottage Street Advisors LLC
INCREASED3,0293,022+7+0%$2.1M$2.1M+$47.5K2026-10-19
KCM Investment Advisors LLC
INCREASED3,0212,551+470+18%$1.8M$2.1M+$365.3K2026-10-27
Focused Wealth Management, Inc
DECREASED3,0183,086-68-2%$2.1M$2.1M-$4.1K2026-10-30
Atlantic Edge Private Wealth Management, LLC
INCREASED3,0072,075+932+45%$1.4M$2.1M+$682.4K2026-10-20
Darrow Company, Inc.
UNCHANGED3,0033,00300%$2.0M$2.1M+$64.4K2026-10-22
CVS Health Corp
NEW3,000—+3,000——$2.1M—2026-11-05
Titiun Yejiel
UNCHANGED3,0003,00000%$2.1M$2.1M+$42.2K2026-11-06
Hamilton Point Investment Advisors, LLC
DECREASED2,9922,999-70%$2.1M$2.1M+$37.2K2026-11-03
City State Bank
INCREASED2,9902,739+251+9%$1.9M$2.1M+$214.4K2026-10-20
Ascent Wealth Partners, LLC
INCREASED2,9892,929+60+2%$2.0M$2.1M+$83.2K2026-10-23
BetterWealth, LLC
INCREASED2,9802,966+14+0%$2.0M$2.1M+$51.5K2026-10-15
Chemistry Wealth Management LLC
DECREASED2,9793,381-402-12%$2.3M$2.1M-$234.7K2026-10-16
Curry Webb Wealth Management LLC
UNCHANGED2,9772,97700%$2.0M$2.0M$02026-10-22
Smithbridge Asset Management Inc
INCREASED2,9751,717+1,258+73%$1.2M$2.1M+$905.9K2026-10-19
Bonfire Financial
INCREASED2,9752,974+1+0%$2.0M$2.1M+$42.5K2026-11-06
Bensler, LLC
DECREASED2,9742,992-18-1%$2.1M$2.1M+$29.3K2026-11-05
RAM Investment Partners, LLC
INCREASED2,9681,869+1,099+59%$1.3M$2.1M+$796.6K2026-10-21
KRM Wealth Management L.L.C.
DECREASED2,9652,972-70%$2.0M$2.1M+$37.0K2026-11-02
Vigilare Wealth Management
DECREASED2,9563,181-225-7%$2.2M$2.1M-$112.7K2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED2,9462,939+7+0%$2.0M$2.1M+$46.6K2026-11-03
Pacific Capital Wealth Advisors, Inc.
UNCHANGED2,9352,93500%$2.0M$2.1M+$41.2K2026-10-22
Destiny Wealth Partners, LLC
NEW2,933—+2,933——$2.0M—2026-11-05
Highland Capital Management, LLC
UNCHANGED2,9272,92700%$2.0M$2.1M+$41.1K2026-10-26
Johnson Financial Group, LLC
DECREASED2,9163,014-98-3%$2.1M$2.0M-$25.6K2026-11-03
Atticus Wealth Management, LLC
INCREASED2,9071,902+1,005+53%$1.3M$2.0M+$731.2K2026-10-20
First Financial Bank - Trust Division
INCREASED2,9052,034+871+43%$1.4M$2.0M+$639.0K2026-10-01
Porter White Investment Advisors, Inc.
INCREASED2,9041,448+1,456+101%$994.8K$2.0M+$1.0M2026-10-14
Foster Group, Inc.
INCREASED2,8992,864+35+1%$2.0M$2.0M+$64.9K2026-10-13
Matauro, LLC
INCREASED2,8871,810+1,077+60%$1.2M$2.0M+$780.7K2026-11-03
Advus Financial Partners, LLC
DECREASED2,8862,940-54-2%$2.0M$2.0M+$3.1K2026-10-20
Smith Salley Wealth Management
DECREASED2,8802,930-50-2%$2.0M$2.0M+$6.4K2026-11-03
Level Wealth Management LLC
INCREASED2,8762,667+209+8%$1.8M$2.0M+$184.3K2026-10-23
Buck Wealth Strategies, LLC
INCREASED2,8711,825+1,046+57%$1.3M$2.0M+$758.8K2026-10-28
Retirement Solution LLC
DECREASED2,8652,937-72-2%$2.0M$2.0M-$9.1K2026-10-27
Centerpoint Advisors, LLC
INCREASED2,848473+2,375+502%$325.0K$2.0K-$323.0K2026-11-05
Asset Allocation Strategies LLC
INCREASED2,8432,832+11+0%$1.9M$2.0M+$47.1K2026-10-20
Old North State Wealth Management, LLC
INCREASED2,8392,760+79+3%$1.9M$2.0M+$93.9K2026-10-22
Vista Investment Partners LLC
UNCHANGED2,8352,83500%$1.9M$2.0M+$40.1K2026-10-08
Camelot Technology Advisors, Inc.
INCREASED2,8292,765+64+2%$1.9M$2.0M+$83.4K2026-10-09
Hassell Wealth Management, LLC
UNCHANGED2,8242,82400%$1.9M$2.0M+$44.3K2026-10-19
Key FInancial Inc
DECREASED2,8183,250-432-13%$2.2M$2.0M-$257.1K2026-11-02
Norris Perne & French LLP
INCREASED2,8182,692+126+5%$1.8M$2.0M+$126.1K2026-10-23
Madden Securities Corp
INCREASED2,8122,803+9+0%$1.9M$2.0M+$45.7K2026-10-27
Gill Capital Partners, LLC
INCREASED2,8022,128+674+32%$1.5M$2.0M+$502.7K2026-10-13
Concord Wealth Partners
DECREASED2,7732,801-28-1%$1.9M$1.9M+$19.8K2026-11-02
Aurora Private Wealth, Inc.
INCREASED2,7712,506+265+11%$1.7M$1.9K-$1.7M2026-10-20
Members Wealth LLC
DECREASED2,7632,807-44-2%$1.9M$2.0M+$45.9K2026-10-20
Accretive Wealth Partners, LLC
INCREASED2,7622,279+483+21%$1.6M$1.9M+$370.5K2026-11-06
Tradewinds Capital Management, LLC
DECREASED2,7382,932-194-7%$2.0M$1.9M-$94.6K2026-10-23
Wingate Wealth Advisors, Inc.
DECREASED2,7382,747-90%$1.9M$1.9M+$32.0K2026-10-26
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED2,7372,73700%$1.9M$2.0M+$65.1K2026-10-19
Financial Security Advisor, Inc.
INCREASED2,7362,508+228+9%$1.7M$1.9M+$195.2K2026-11-03
S&A Financial Services, Inc.
DECREASED2,7282,884-156-5%$2.0M$1.9M-$68.9K2026-11-03
Platt Wealth Management LLC
INCREASED2,7212,095+626+30%$1.4M$1.9K-$1.4M2026-11-04
Nikulski Financial, Inc.
NEW2,707—+2,707——$1.9M—2026-11-06
Narus Financial Partners, LLC
DECREASED2,7003,718-1,018-27%$2.6M$1.9M-$661.2K2026-10-19
Insight Inv LLC
DECREASED2,6992,864-165-6%$2.0M$1.9M-$75.4K2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED2,6972,694+3+0%$1.8M$1.9M+$43.5K2026-10-09
Walker Asset Management, LLC
DECREASED2,6962,720-24-1%$1.9M$1.9M+$21.4K2026-10-13
JIM Saulnier & Associates, LLC
DECREASED2,6913,096-405-13%$2.1M$1.9M-$240.4K2026-11-04
Blue Zone Wealth Advisors, LLC
DECREASED2,6892,835-146-5%$1.9M$1.9M-$62.5K2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,6864,103-1,417-35%$2.8M$1.9M-$935.6K2026-10-14
SmartHarvest Portfolios, LLC
INCREASED2,6832,534+149+6%$1.7M$1.9M+$140.3K2026-10-26
Independence Financial Advisors, LLC
INCREASED2,6702,663+7+0%$1.8M$1.9M+$42.3K2026-10-08
DecisionPoint Financial, LLC
INCREASED2,6652,515+150+6%$1.7M$1.9M+$148.2K2026-10-27
IFS Advisors, LLC
INCREASED2,653130+2,523+1941%$89.3K$1.9M+$1.8M2026-10-14
Synergy Asset Management, LLC
INCREASED2,6342,513+121+5%$1.7M$1.8M+$120.1K2026-11-05
Lpwm LLC
INCREASED2,6342,589+45+2%$1.8M$1.8M+$68.2K2026-10-20
Trifecta Capital Advisors, LLC
UNCHANGED2,6312,63100%$1.8M$1.8M+$37.1K2026-10-21
Foguth Wealth Management, Llc.
DECREASED2,6293,038-409-13%$2.1M$1.8M-$228.1K2026-10-19
Morton Capital Management LLC
INCREASED2,6282,564+64+3%$1.8M$1.8M+$81.0K2026-10-23
Macco Financial Group, Inc.
INCREASED2,6272,453+174+7%$1.7M$1.8M+$156.5K2026-11-05
Midwest Heritage Bank, FSB
INCREASED2,6262,621+5+0%$1.8M$1.8M+$40.8K2026-10-26
Vaquero Private Wealth, LTD
UNCHANGED2,6192,61900%$1.8M$1.8M+$36.8K2026-10-27
Aegis Wealth Management, Inc.
DECREASED2,6163,240-624-19%$2.2M$1.8M-$391.8K2026-10-26
Grandfield & Dodd, LLC
DECREASED2,6113,211-600-19%$2.2M$1.8M-$375.4K2026-10-29
Coston, McIsaac & Partners
DECREASED2,6072,640-33-1%$1.8M$1.8M+$19.1K2026-11-06
United Asset Strategies, Inc.
INCREASED2,5942,353+241+10%$1.6M$1.8M+$202.2K2026-10-28
Rezny Wealth Management, Inc.
UNCHANGED2,5922,59200%$1.8M$1.8M+$36.4K2026-10-15
AA Financial Advisors, LLC
INCREASED2,5821,262+1,320+105%$866.5K$1.8M+$943.2K2026-10-19
M.E. Allison & Co., Inc.
UNCHANGED2,5812,58100%$1.8M$1.8M+$36.7K2026-10-09
Catalyst Private Wealth, LLC
INCREASED2,5722,560+12+0%$1.8M$1.8M+$44.4K2026-10-13
Clear Point Advisors Inc.
DECREASED2,5692,585-16-1%$1.8M$1.8M+$25.1K2026-10-30
EagleClaw Capital Managment, LLC
UNCHANGED2,5642,56400%$1.8M$1.8M+$36.0K2026-11-06
Cranbrook Wealth Management, LLC
DECREASED2,5612,572-110%$1.8M$1.8M+$28.7K2026-10-28
Birch Hill Investment Advisors LLC
DECREASED2,5482,636-88-3%$1.8M$1.8M-$24.6K2026-10-16
Financial Symmetry Inc
INCREASED2,5322,526+6+0%$1.7M$1.8M+$39.8K2026-10-06
Fortitude Advisory Group L.L.C.
DECREASED2,5273,221-694-22%$2.2M$1.8M-$441.1K2026-10-15
Inman Jager Wealth Management, LLC
DECREASED2,5262,566-40-2%$1.8M$1.8M+$8.0K2026-11-05
WealthBridge Capital Management, LLC
DECREASED2,5192,524-50%$1.7M$1.8M+$31.8K2026-10-16
Triumph Capital Management
INCREASED2,4942,414+80+3%$1.7M$1.7M+$89.5K2026-10-14
Archer Investment Corp
INCREASED2,4912,460+31+1%$1.7M$1.7M+$56.2K2026-11-05
MV Capital Management, Inc.
INCREASED2,4892,462+27+1%$1.7M$1.7M+$53.5K2026-10-29
Symphony Financial, Ltd. Co.
DECREASED2,4852,793-308-11%$1.9M$1.7M-$164.0K2026-10-22
Main Street Group, LTD
INCREASED2,4812,404+77+3%$1.7M$1.7M+$88.0K2026-10-28
Taylor & Morgan Wealth Management, LLC
DECREASED2,4742,505-31-1%$1.7M$1.7M+$13.5K2026-10-09
Transce3nd, LLC
INCREASED2,469114+2,355+2066%$79.1K$1.8M+$1.7M2026-10-26
LMG Wealth Partners, LLC
INCREASED2,4662,053+413+20%$1.4M$1.7M+$318.1K2026-11-05
Cullen Investment Group, Ltd.
INCREASED2,4572,373+84+4%$1.6M$1.8M+$127.3K2026-10-13
Great Diamond Partners, LLC
INCREASED2,4402,373+67+3%$1.6M$1.7M+$80.3K2026-10-13
Daviman Financial, LLC
INCREASED2,4402,435+5+0%$1.7M$1.7M+$37.6K2026-11-06
Smith Thornton Advisors LLC
DECREASED2,4392,443-40%$1.7M$1.7M+$27.4K2026-10-16
Heritage Wealth Management, Inc.
INCREASED2,4382,301+137+6%$1.6M$1.7M+$128.4K2026-10-27
Manuka Financial, LLC
INCREASED2,4312,430+1+0%$1.7M$1.7M+$35.1K2026-10-16
Solidarity Wealth, LLC
DECREASED2,4254,022-1,597-40%$2.8M$1.7M-$1.1M2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED2,4152,134+281+13%$1.5M$1.7M+$227.2K2026-11-04
Capital Square, LLC
INCREASED2,4102,324+86+4%$1.6M$1.7M+$76.6K2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED2,4022,378+24+1%$1.6M$1.7M+$49.9K2026-10-29
Orba Wealth Advisors, L.L.C.
INCREASED2,3912,037+354+17%$1.4M$1.7M+$276.4K2026-10-23
Tandem Investment Partners LLC
DECREASED2,3822,437-55-2%$1.7M$1.7M-$4.3K2026-10-16
Creekside Partners
DECREASED2,3772,401-24-1%$1.6M$1.7M+$17.2K2026-11-04
Cross Staff Investments Inc
UNCHANGED2,3702,37000%$1.6M$1.7M+$33.3K2026-10-22
Sightline Wealth Advisors, LLC
DECREASED2,3622,371-90%$1.6M$1.7M+$26.6K2026-10-21
Olistico Wealth, LLC
DECREASED2,361180,629-178,268-99%$1.6M$1.7M+$62.5K2026-10-05
Investors Asset Management of Georgia Inc
INCREASED2,3602,350+10+0%$1.6M$1.7M+$39.8K2026-10-20
Summit Place Financial Advisors, LLC
DECREASED2,3572,494-137-5%$1.7M$1.7M-$61.0K2026-10-23
Three Seasons Wealth, LLC
INCREASED2,3462,327+19+1%$1.6M$1.6M+$46.0K2026-11-03
Farmers & Merchants Trust Co of Long Beach
INCREASED2,3322,238+94+4%$1.5M$1.6M+$97.3K2026-10-22
World Equity Group, Inc.
DECREASED2,3307,197-4,867-68%$4.9M$1.6M-$3.3M2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED2,3242,098+226+11%$1.4M$1.6M+$187.9K2026-10-09
Bradley & Co. Private Wealth Management, LLC
UNCHANGED2,3132,31300%$1.6M$1.6M+$32.5K2026-10-23
Capstone Wealth Management Group, Inc.
INCREASED2,3072,306+1+0%$1.6M$1.6M+$33.2K2026-10-19
Citrine Capital LLC
INCREASED2,2972,120+177+8%$1.5M$1.6M+$153.8K2026-10-14
Meridian Financial Advisors, LLC
INCREASED2,2881,994+294+15%$1.4M$1.6M+$234.1K2026-10-14
Beacon Wealthcare LLC
INCREASED2,2871,799+488+27%$1.2M$1.6M+$367.3K2026-10-02
Spinnaker Investment Group, LLC
INCREASED2,2731,912+361+19%$1.3M$1.6M+$279.8K2026-10-13
Maple Capital Management, Inc.
DECREASED2,2502,268-18-1%$1.6M$1.6M+$19.6K2026-11-02
Fairman Group, LLC
DECREASED2,2492,289-40-2%$1.6M$1.6M+$3.8K2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
INCREASED2,2461,983+263+13%$1.4M$1.6M+$212.2K2026-10-28
Convergence Financial, LLC
INCREASED2,2431,732+511+30%$1.2M$1.6M+$382.5K2026-10-27
McGuire Investment Group, LLC
UNCHANGED2,2432,24300%$1.5M$1.6M+$31.5K2026-10-23
Serenity Investment Advisors
INCREASED2,2412,200+41+2%$1.5M$1.6M+$22.5K2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED2,2402,124+116+5%$1.5M$1.6M+$110.9K2026-10-23
Penney Financial, LLC
INCREASED2,2392,211+28+1%$1.5M$1.6M+$50.5K2026-10-20
Olio Financial Planning
DECREASED2,2242,276-52-2%$1.6M$1.6M-$3.9K2026-10-22
Cresta Advisors, Ltd.
DECREASED2,2212,252-31-1%$1.5M$1.6M+$9.9K2026-10-14
Peterson Wealth Advisors, LLC
INCREASED2,2182,190+28+1%$1.5M$1.6M+$50.8K2026-10-08
Financial Partners Group, Inc
DECREASED2,2162,270-54-2%$1.6M$1.6M-$5.6K2026-10-19
PKS Advisory Services, LLC
UNCHANGED2,2152,21500%$1.5M$1.5M$02026-10-26
Rockingstone Advisors LLC
DECREASED2,2142,244-30-1%$1.5M$1.6M+$10.5K2026-10-16
Chapin Davis, Inc.
INCREASED2,2142,212+2+0%$1.5M$1.6M+$31.7K2026-10-09
Hopwood Financial Services, Inc.
INCREASED2,2111,995+216+11%$1.4M$1.5M+$179.7K2026-10-29
Petredis Investment Advisors LLC
UNCHANGED2,2082,20800%$1.5M$1.5M+$31.0K2026-10-20
Meridian Management Co
DECREASED2,2052,207-20%$1.5M$1.5M+$29.6K2026-11-06
Sterling Investment Counsel, LLC
DECREASED2,1932,215-22-1%$1.5M$1.5M+$15.7K2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED2,1821,944+238+12%$1.3M$1.5M+$196.2K2026-11-02
Heartwood Wealth Advisors LLC
INCREASED2,1772,150+27+1%$1.5M$1.5M+$49.3K2026-10-05
Sfam, LLC
INCREASED2,1752,017+158+8%$1.4M$1.5M+$139.3K2026-11-03
Continuum Wealth Advisors, LLC
DECREASED2,1722,206-34-2%$1.5M$1.5M+$7.2K2026-10-20
Spectrum Wealth Advisory Group, LLC
INCREASED2,1712,167+4+0%$1.5M$1.5M+$33.2K2026-10-29
Mystic Asset Management, Inc.
DECREASED2,1652,182-17-1%$1.5M$1.5M+$18.7K2026-10-15
Tableaux LLC
DECREASED2,1642,171-70%$1.5M$1.5M+$25.6K2026-10-23
Breachway Investments LLC
UNCHANGED2,1582,15800%$1.5M$1.5M+$30.3K2026-10-19
Aspen Investment Management Inc
UNCHANGED2,1572,15700%$1.5K$1.5K+$312026-11-05
Rinkey Investments
INCREASED2,1541,803+351+19%$1.2M$1.5M+$271.6K2026-10-28
Alkeme Wealth, LLC
DECREASED2,1542,168-14-1%$1.5M$1.5M+$20.6K2026-10-08
Noesis Capital Mangement Corp
INCREASED2,1451,603+542+34%$1.1M$1.5M+$402.0K2026-10-26
Fingerlakes Wealth Management, Inc.
INCREASED2,1382,119+19+1%$1.5M$1.5M+$42.9K2026-11-04
Jessup Wealth Management, Inc
INCREASED2,1352,119+16+1%$1.5M$1.5M+$41.0K2026-10-20
Obsidian CIO, LLC
INCREASED2,1262,075+51+2%$1.4M$1.5M+$64.9K2026-11-05
Forthright Family Wealth Advisory LLC
INCREASED2,1142,111+3+0%$1.5M$1.5M+$31.5K2026-11-03
TKG Advisors, LLC
INCREASED2,1132,106+7+0%$1.4M$1.5M+$34.0K2026-11-02
Clearwave Capital, LLC
INCREASED2,1102,107+3+0%$1.4M$1.5M+$32.1K2026-10-27
Crown Wealth Group, LLC
INCREASED2,1082,052+56+3%$1.4M$1.5M+$68.6K2026-10-19
Stenger Family Office, LLC
DECREASED2,0932,237-144-6%$1.5M$1.5M-$39.8K2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED2,0862,082+4+0%$1.4M$1.5M+$32.2K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED2,0862,085+1+0%$1.4M$1.5M+$29.9K2026-10-06
Mustard Seed Financial, LLC
INCREASED2,0852,071+14+1%$1.4M$1.5M+$39.4K2026-10-30
Dagco, Inc.
INCREASED2,0802,068+12+1%$1.4M$1.5M+$37.7K2026-10-20
Seelaus Asset Management LLC
INCREASED2,079878+1,201+137%$602.8K$1.5M+$854.3K2026-10-14
Kooman & Associates
DECREASED2,0762,382-306-13%$1.6M$1.5M-$181.0K2026-10-21
Penn Davis Mcfarland Inc
INCREASED2,0711,704+367+22%$1.2M$1.5M+$281.2K2026-10-23
Morling Financial Advisors, LLC
INCREASED2,0701,505+565+38%$1.0M$1.5M+$417.1K2026-10-28
Summit Wealth Group LLC / Co
INCREASED2,0651,724+341+20%$1.2M$1.4M+$263.2K2026-10-29
Great Lakes Retirement, Inc.
INCREASED2,0632,059+4+0%$1.4M$1.4M+$32.2K2026-10-26
One Way Holdings LLC
INCREASED2,0601,670+390+23%$1.1M$1.4M+$296.8K2026-10-29
First Growth Capital LLC
UNCHANGED2,0592,05900%$1.4M$1.4M+$28.9K2026-10-15
Total Clarity Wealth Management, Inc.
INCREASED2,0561,737+319+18%$1.2M$1.4M+$247.7K2026-10-26
Ameliora Wealth Management Ltd.
INCREASED2,0521,920+132+7%$1.3M$1.4M+$119.6K2026-10-23
Oakwell Private Wealth Management, LLC
DECREASED2,0492,074-25-1%$1.4M$1.4M+$11.6K2026-11-06
Stockman Wealth Management, Inc.
DECREASED2,0432,050-70%$1.4M$1.4M+$23.9K2026-10-27
Martel Wealth Advisors LLC
DECREASED2,0292,918-889-30%$2.0M$1.4M-$582.5K2026-10-14
Wavvest Wealth LLC
NEW2,025—+2,025——$1.4M—2026-10-21
Concord Asset Management, LLC
UNCHANGED2,0202,02000%$1.4M$1.4M+$28.4K2026-11-02
Dakota Community Bank & Trust NA
INCREASED2,0182,017+1+0%$1.4M$1.4M+$29.0K2026-10-09
Cooper Financial Group
INCREASED2,0131,590+423+27%$1.1M$1.4M+$319.0K2026-10-07
IAG Wealth Partners, LLC
DECREASED2,0132,028-15-1%$1.4M$1.4M+$18.0K2026-11-06
Chapman Financial Group, LLC
DECREASED2,0122,288-276-12%$1.6M$1.4M-$161.3K2026-10-26
NTV Asset Management LLC
DECREASED2,0112,128-117-5%$1.5M$1.4M-$52.2K2026-10-23
Financial Management Network Inc
INCREASED2,0081,772+236+13%$1.2M$1.4M+$210.2K2026-10-09
Holos Integrated Wealth LLC
DECREASED2,0062,032-26-1%$1.4M$1.4M+$17.5K2026-10-23
CGN Advisors LLC
INCREASED1,9981,638+360+22%$1.1M$1.4M+$274.9K2026-10-21
Financial Counselors Inc
INCREASED1,9851,856+129+7%$1.3M$1.4M+$116.5K2026-10-22
Integrated Capital Management, LLC
DECREASED1,9822,108-126-6%$1.4M$1.4M-$58.7K2026-10-23
Ares Financial Consulting, LLC
INCREASED1,9761,219+757+62%$837.4K$1.4M+$547.4K2026-10-19
3 Factor Indexing, LLC
UNCHANGED1,9731,97300%$1.4M$1.4M+$27.7K2026-10-15
Keener Financial Planning LLC
INCREASED1,972827+1,145+138%$567.0K$1.4M+$815.1K2026-11-06
Sensible Money, LLC
UNCHANGED1,9711,97100%$1.4M$1.4M+$27.7K2026-10-20
Grey Ledge Advisors, LLC
INCREASED1,9701,837+133+7%$1.3M$1.4M+$119.4K2026-11-02
Financial Futures Ltd Liability Co.
INCREASED1,9681,763+205+12%$1.2M$1.4M+$168.4K2026-10-13
Revisor Wealth Management LLC
DECREASED1,9512,165-214-10%$1.5M$1.4M-$118.4K2026-10-20
Towercrest Capital Management
INCREASED1,9501,876+74+4%$1.3M$1.4M+$78.1K2026-10-23
Stokes Capital Advisors, LLC
INCREASED1,9501,949+1+0%$1.3M$1.4M+$28.5K2026-10-09
Motive Wealth Advisors
UNCHANGED1,9441,94400%$1.3M$1.4M+$27.3K2026-10-26
Beacon Financial Planning, Inc
INCREASED1,9421,938+4+0%$1.3M$1.4M+$30.0K2026-11-04
Pathway Financial Advisers, LLC
INCREASED1,9411,356+585+43%$931.0K$1.4M+$429.2K2026-10-27
IMPACTfolio, LLC
DECREASED1,9401,943-30%$1.3M$1.4M+$25.2K2026-10-28
Sjbenen Advisory, LLC
DECREASED1,9371,940-30%$1.3M$1.4M+$28.5K2026-10-19
marrick wealth, LLC
INCREASED1,9351,664+271+16%$1.1M$1.4M+$213.1K2026-10-20
Jackson Square Capital, LLC
INCREASED1,9321,798+134+7%$1.2M$1.4M+$119.0K2026-10-19
Seed Wealth Management, Inc.
INCREASED1,9281,358+570+42%$932.7K$1.4M+$418.6K2026-10-20
Eagle Bay Advisors LLC
DECREASED1,9281,945-17-1%$1.3M$1.4M+$15.3K2026-10-16
Burns J W & Co Inc
DECREASED1,9231,944-21-1%$1.3M$1.3M+$12.7K2026-10-20
Burk Holdings LLC
INCREASED1,913949+964+102%$651.7K$1.3M+$689.1K2026-11-05
Beacon Financial Advisory LLC
INCREASED1,9091,841+68+4%$1.3M$1.3M+$73.1K2026-10-16
CapWealth Advisors, LLC
UNCHANGED1,9071,90700%$1.3M$1.3M+$26.8K2026-10-05
Virtue Asset Management LLC
DECREASED1,9061,912-60%$1.3M$1.3M+$22.7K2026-10-21
Dudley Capital Management, LLC
DECREASED1,9051,915-10-1%$1.3M$1.3M+$19.9K2026-10-23
Private Wealth Partners, LLC
DECREASED1,9042,048-144-7%$1.4M$1.3M-$72.1K2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED1,9021,845+57+3%$1.3M$1.3M+$66.0K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED1,9011,673+228+14%$1.1M$1.3M+$183.3K2026-10-26
TruNorth Capital Management, LLC
INCREASED1,9011,816+85+5%$1.2M$1.3M+$85.1K2026-10-14
Duncker Streett & Co Inc
DECREASED1,8901,999-109-5%$1.4M$1.3M-$48.2K2026-10-27
Regatta Capital Group, LLC
INCREASED1,8901,787+103+6%$1.2M$1.3M+$96.7K2026-10-23
Uptown Financial Advisors LLC
INCREASED1,882734+1,148+156%$504.1K$1.3M+$814.9K2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED1,8801,844+36+2%$1.3M$1.3M+$50.7K2026-10-15
Benchmark Financial, LLC
DECREASED1,8781,881-30%$1.3M$1.3M+$24.5K2026-10-16
Carson Advisory Inc.
DECREASED1,8762,043-167-8%$1.4M$1.3M-$88.8K2026-11-06
Accredited Investor Services, LLC
INCREASED1,8681,751+117+7%$1.2M$1.3M+$106.6K2026-10-22
Power Wealth Management LLC
INCREASED1,8681,758+110+6%$1.2M$1.3M+$101.8K2026-10-27
Dhjj Financial Advisors, Ltd.
INCREASED1,8671,837+30+2%$1.3M$1.3M+$46.7K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED1,8671,86700%$1.3M$1.3M$02026-10-13
Wealth Management Nebraska
DECREASED1,8661,888-22-1%$1.3M$1.3M+$11.1K2026-10-26
Cornerstone Planning, LLC
INCREASED1,8601,805+55+3%$1.2M$1.3M+$40.4K2026-10-27
Midwest Financial Group LLC
INCREASED1,8441,752+92+5%$1.2M$1.3M+$89.3K2026-10-15
Oakworth Capital, Inc.
INCREASED1,8421,455+387+27%$999.1K$1.3M+$291.9K2026-10-26
Apeiron RIA LLC
INCREASED1,8401,357+483+36%$931.9K$1.3M+$360.4K2026-10-08
Kanawha Capital Management LLC
DECREASED1,8381,909-71-4%$1.3M$1.3M-$22.9K2026-10-19
Churchill Financial Advisors, LLC
INCREASED1,8371,800+37+2%$1.2M$1.3M+$51.2K2026-10-20
B&D White Capital Company, LLC
DECREASED1,8281,978-150-8%$1.4M$1.3M-$77.3K2026-11-02
Westover Capital Advisors, LLC
NEW1,822—+1,822——$1.3M—2026-10-26
Carter Financial Group, Inc.
DECREASED1,8151,920-105-5%$1.3M$1.3M-$46.4K2026-10-21
Capstone Wealth Management Group, LLC
DECREASED1,8141,817-30%$1.2M$1.1M-$136.7K2026-11-05
Eagle Wealth Advisors LLC
UNCHANGED1,8141,81400%$1.2M$1.3M+$25.5K2026-10-20
DSG Capital Advisors, LLC
DECREASED1,8101,827-17-1%$1.3M$1.3M+$5.8K2026-11-05
PVG Asset Management Corp
DECREASED1,8017,384-5,583-76%$5.1M$1.3M-$3.8M2026-10-19
Leisure Capital Management
INCREASED1,801802+999+125%$550.8K$1.3M+$711.4K2026-11-03
Brickley Wealth Management
UNCHANGED1,7931,79300%$1.2M$1.3M+$25.2K2026-11-04
American National Bank & Trust
UNCHANGED1,7931,79300%$1.2M$1.3M+$25.2K2026-10-07
Shaker Investments LLC
DECREASED1,7781,802-24-1%$1.2M$1.2M+$8.2K2026-11-05
Howard Financial Services, Ltd.
DECREASED1,7771,839-62-3%$1.3M$1.2M-$17.9K2026-10-15
CPC Advisors, LLC
DECREASED1,7761,782-60%$1.2M$1.2M+$20.7K2026-10-21
Palacios Wealth Management, LLC
INCREASED1,7731,517+256+17%$1.0M$1.2M+$200.8K2026-11-04
Compass Financial Services Inc
INCREASED1,7721,770+2+0%$1.2M$1.2M+$26.5K2026-11-06
Pavion Blue Capital, LLC
UNCHANGED1,7711,77100%$1.2M$1.2M+$24.9K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED1,7701,023+747+73%$702.3K$1.2M+$538.4K2026-11-05
Summit Asset Management, LLC
DECREASED1,7701,772-20%$1.2M$1.2M+$23.5K2026-11-05
Midwest Capital Advisors, LLC
DECREASED1,7671,776-9-1%$1.2M$1.2M+$18.7K2026-11-04
Gilpin Wealth Management, LLC
INCREASED1,7601,752+8+0%$1.2M$1.2M+$30.2K2026-10-09
Woodley Farra Manion Portfolio Management Inc
UNCHANGED1,7551,75500%$1.2M$1.2M+$24.7K2026-11-05
Adelphi Trust Co
INCREASED1,7501,101+649+59%$756.2K$1.2M+$470.3K2026-10-05
Alliance Wealth Management Group
INCREASED1,7501,676+74+4%$1.2M$1.2M+$75.2K2026-10-29
Schaeffer Financial LLC
INCREASED1,7461,066+680+64%$731.9K$1.2M+$492.1K2026-10-23
Stephenson & Company, Inc.
DECREASED1,7432,080-337-16%$1.4M$1.2M-$207.0K2026-10-30
Griffin Asset Management, Inc.
INCREASED1,7421,739+3+0%$1.2M$1.2M+$26.0K2026-10-22
Kingsman Wealth Management, Inc.
NEW1,739—+1,739——$1.2M—2026-10-13
USAdvisors Wealth Management, LLC
INCREASED1,7381,531+207+14%$1.1M$1.2K-$1.0M2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED1,7351,158+577+50%$795.6K$1.2M+$420.7K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED1,7281,566+162+10%$1.1M$1.2M+$135.8K2026-10-19
Guardsman Private Capital Management, Inc.
UNCHANGED1,7281,72800%$1.2M$1.2M+$24.3K2026-10-19
Barrett & Company, Inc.
UNCHANGED1,7231,72300%$1.2M$1.2M+$24.2K2026-10-22
Cape Investment Advisory, Inc.
INCREASED1,7221,503+219+15%$1.0M$1.2M+$174.4K2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED1,7191,123+596+53%$771.1K$1.2M+$433.3K2026-10-27
Melone Private Wealth, LLC
DECREASED1,7182,129-411-19%$1.5M$1.2M-$257.9K2026-10-16
Northern Lights Advisors, Inc.
INCREASED1,7161,154+562+49%$792.8K$1.2M+$410.1K2026-10-21
Telos Capital Management, Inc.
INCREASED1,7151,503+212+14%$1.0M$1.2M+$169.6K2026-11-02
LAM Group, Inc.
UNCHANGED1,7101,71000%$1.2M$1.2M+$24.0K2026-10-26
Beacon Financial Group
INCREASED1,7041,673+31+2%$1.1M$1.2M+$44.7K2026-10-19
Arnold Financial Planning LLC
NEW1,702—+1,702——$1.2M—2026-10-20
Eagle Global Advisors LLC
INCREASED1,7001,500+200+13%$1.0M$1.2M+$161.3K2026-11-02
Financial Insights, Inc.
INCREASED1,6971,615+82+5%$1.1M$1.2M+$80.2K2026-10-27
FC Advisory LLC
INCREASED1,6951,661+34+2%$1.1M$1.2M+$47.4K2026-10-05
Kennedy Investment Group, Inc.
INCREASED1,6951,678+17+1%$1.2M$1.2M+$35.4K2026-10-21
Worth Asset Management, LLC
INCREASED1,6941,617+77+5%$1.1M$1.2M+$76.4K2026-10-07
Manske Wealth Management
INCREASED1,6941,680+14+1%$1.2M$1.2M+$33.4K2026-10-26
Krane Financial Solutions LLC
INCREASED1,6931,529+164+11%$1.1M$1.2M+$136.5K2026-10-30
FFG Partners, LLC
DECREASED1,6912,017-326-16%$1.4M$1.2M-$199.6K2026-10-15
Costello Asset Management, Inc
DECREASED1,6911,701-10-1%$1.2M$1.2M+$16.9K2026-10-30
Juncture Wealth Strategies, LLC
DECREASED1,6901,792-102-6%$1.2M$1.2M-$46.1K2026-10-06
Fairvoy Private Wealth, LLC
INCREASED1,6891,569+120+8%$1.1M$1.2M+$106.2K2026-10-19
Parkway Wealth Management Group, LLC
DECREASED1,6861,687-10%$1.2M$1.2M+$23.0K2026-10-20
Congress Asset Management Co
UNCHANGED1,6821,68200%$1.2M$1.2M+$23.6K2026-10-06
Aquire Wealth Advisors, LLC
INCREASED1,6801,394+286+21%$957.5K$1.2M+$220.0K2026-10-23
Refined Wealth Management
INCREASED1,6771,514+163+11%$1.0M$1.2M+$135.0K2026-10-13
Lynx Investment Advisory
DECREASED1,6752,257-582-26%$1.6M$1.2M-$375.9K2026-10-27
Rose Capital Advisors LLC
INCREASED1,6721,334+338+25%$916.2K$1.2M+$255.7K2026-11-04
Peoples Financial Services Corp.
DECREASED1,6721,700-28-2%$1.2M$1.2M+$4.3K2026-10-20
Verity & Verity, LLC
NEW1,662—+1,662——$1.2M—2026-10-23
Impact Capital Partners LLC
INCREASED1,6611,595+66+4%$1.1M$1.2M+$68.3K2026-10-22
Financial Freedom, LLC
INCREASED1,6581,654+4+0%$1.1M$1.2M+$25.8K2026-11-06
Whitegate Investment Counselors, Inc.
INCREASED1,6491,647+2+0%$1.1M$1.2M+$24.3K2026-11-02
Nemes Rush Group LLC
DECREASED1,6481,684-36-2%$1.2M$1.2M-$1.1K2026-11-04
Legacy Wealth Management, LLC / MS
UNCHANGED1,6411,64100%$1.1M$1.2M+$23.1K2026-10-30
PW Nova Financial Services LLC
DECREASED1,6391,752-113-6%$1.2M$1.1M-$54.9K2026-10-15
Meadow Creek Wealth Advisors LLC
UNCHANGED1,6381,63800%$1.1M$1.1M+$23.0K2026-11-02
James J. Burns & Company, LLC
INCREASED1,6361,187+449+38%$815.4K$1.1M+$331.6K2026-10-22
Smallwood Wealth Investment Management, LLC
DECREASED1,6351,640-50%$1.1M$1.1M+$19.6K2026-10-30
Baron Wealth Management LLC
INCREASED1,6341,504+130+9%$1.0M$1.1M+$112.2K2026-10-27
Austin Wealth Management, LLC
INCREASED1,6331,258+375+30%$859.3K$1.2M+$302.1K2026-11-06
CLG LLC
DECREASED1,6331,657-24-1%$1.1M$1.1M+$6.1K2026-10-13
Dupree Financial Group, LLC
INCREASED1,6301,592+38+2%$1.1M$1.1M+$49.1K2026-10-09
Northern Capital Management, Inc.
DECREASED1,6271,634-70%$1.1M$1.1M+$17.5K2026-11-05
Tull Financial Group, Inc.
DECREASED1,6251,666-41-2%$1.1M$1.1M-$5.2K2026-11-05
First Nebraska Trust Co
UNCHANGED1,6241,62400%$1.1M$1.1M+$22.8K2026-10-30
Gryphon Financial Partners LLC
DECREASED1,6231,770-147-8%$1.2M$1.1M-$78.0K2026-11-04
Trust Co
INCREASED1,6211,181+440+37%$811.0K$1.1M+$325.0K2026-10-09
Presilium Private Wealth, LLC
INCREASED1,6201,557+63+4%$1.1M$1.1M+$66.0K2026-10-26
Archer Investment Management, LLC
INCREASED1,6151,591+24+2%$1.1M$1.1M+$39.2K2026-10-13
Millennium Capital Advisors, LLC
INCREASED1,6141,575+39+2%$1.1M$1.1M+$49.1K2026-10-16
Carrera Capital Advisors
INCREASED1,6131,605+8+1%$1.1M$1.1M+$28.5K2026-11-03
Gainline Financial Partners, LLC
UNCHANGED1,6071,60700%$1.1M$1.1M+$22.6K2026-10-15
Insight 2811, Inc.
INCREASED1,6061,489+117+8%$1.0M$1.1M+$102.9K2026-11-06
Sage Investment Counsel LLC
DECREASED1,5961,752-156-9%$1.2M$1.1M-$84.4K2026-10-26
Endeavor Private Wealth, Inc.
DECREASED1,5961,672-76-5%$1.1M$1.1M-$29.6K2026-11-05
Hoge Financial Services, LLC
INCREASED1,5921,588+4+0%$1.1M$1.1M+$25.2K2026-11-05
Mosley Wealth Management
INCREASED1,5911,254+337+27%$861.1K$1.1M+$267.5K2026-10-16
Hennion & Walsh Asset Management, Inc.
INCREASED1,5871,577+10+1%$1.1M$1.1M+$29.4K2026-10-13
SwitchPoint Financial Planning, LLC
DECREASED1,5851,595-10-1%$1.1M$1.1M+$15.4K2026-11-02
Cornell Pochily Investment Advisors, Inc.
INCREASED1,5851,584+1+0%$1.1M$1.1M+$22.8K2026-10-19
Lighthouse Financial LLC
INCREASED1,584994+590+59%$682.7K$1.1M+$427.5K2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED1,5791,691-112-7%$1.2M$1.1M-$54.7K2026-10-13
Focused Alpha, LLC
INCREASED1,5781,470+108+7%$1.0M$1.1M+$96.1K2026-10-20
BAR Harbor Wealth Management
INCREASED1,5751,325+250+19%$910.0K$1.1M+$193.8K2026-10-21
Flywheel Private Wealth LLC
INCREASED1,5741,573+1+0%$1.1M$1.1M+$23.0K2026-11-02
Meredith Wealth Planning
DECREASED1,5735,076-3,503-69%$3.5M$1.1M-$2.4M2026-10-14
Mountain Capital Investment Advisors Inc.
INCREASED1,5721,533+39+3%$1.1M$1.1M+$48.7K2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED1,5711,479+92+6%$1.0M$1.1M+$85.3K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED1,5691,519+50+3%$1.0M$1.1M+$56.1K2026-10-29
Richard P Slaughter Associates Inc
UNCHANGED1,5681,56800%$1.1M$1.1M+$22.0K2026-10-13
Vontobel Holding Ltd.
INCREASED1,5661,501+65+4%$1.0M$1.1M+$66.6K2026-10-16
Lifetime Wealth Management P.C.
UNCHANGED1,5651,56500%$1.1M$1.1M+$22.0K2026-10-29
Stanich Group LLC
DECREASED1,5641,588-24-2%$1.1M$1.1M+$5.5K2026-10-16
Whelan Financial
INCREASED1,5541,271+283+22%$873.0K$1.1M+$216.2K2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED1,5511,55100%$1.1M$1.1M+$21.9K2026-10-16
Vestment Financial LLC
DECREASED1,5431,551-8-1%$1.1M$1.1M+$8.2K2026-10-13
Capital CS Group, LLC
INCREASED1,5361,267+269+21%$870.4K$1.1M+$206.3K2026-10-29
Veratis Advisors, Inc.
INCREASED1,5301,510+20+1%$1.0M$1.1M+$35.5K2026-11-03
Haven Private, LLC
INCREASED1,5281,429+99+7%$981.5K$1.1M+$89.1K2026-10-27
One Degree Advisors Inc
DECREASED1,5222,507-985-39%$1.7M$1.1M-$627.9K2026-11-06
Winch Advisory Services, LLC
INCREASED1,5211,102+419+38%$756.7K$1.1M+$309.5K2026-11-06
Shira Ridge Wealth Management
INCREASED1,5201,295+225+17%$889.4K$1.1M+$175.9K2026-10-09
Highland Financial Advisors, LLC
INCREASED1,517827+690+83%$568.0K$1.1M+$495.2K2026-10-19
Waterway Wealth Management, LLC
DECREASED1,5131,515-20%$1.0M$1.1M+$19.7K2026-10-28
Weatherly Asset Management L. P.
UNCHANGED1,5131,51300%$1.0M$1.1M+$21.3K2026-10-20
Tcfg Investment Advisors, LLC
DECREASED1,5041,657-153-9%$1.1M$1.1M-$84.1K2026-10-20
Ironwood Financial, llc
DECREASED1,5011,503-20%$1.0M$1.1M+$17.0K2026-10-20
Valley Wealth Managers, Inc.
DECREASED1,4982,199-701-32%$1.5M$1.1M-$460.1K2026-10-09
Arbor Wealth Advisors LLC
UNCHANGED1,4961,49600%$1.0M$1.0M+$21.0K2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED1,4931,486+7+0%$1.0M$1.0M+$25.8K2026-10-14
Able Financial Group, LLC
DECREASED1,4891,596-107-7%$1.1M$1.0M-$52.7K2026-10-14
RIA Advisory Group LLC
INCREASED1,4811,405+76+5%$965.0K$1.0M+$73.2K2026-10-15
Robbins Farley
INCREASED1,4801,473+7+0%$1.0M$1.0M+$25.6K2026-10-21
Kennicott Capital Management LLC
INCREASED1,4791,148+331+29%$788.5K$1.0M+$248.1K2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED1,4791,443+36+2%$990.6K$1.0M+$45.5K2026-10-23
Roger Wittlin Investment Advisory, LLC
INCREASED1,4781,475+3+0%$1.0M$1.0M+$23.2K2026-10-19
Columbia Bank
DECREASED1,4762,151-675-31%$1.5M$1.0M-$442.9K2026-10-29
Perennial Advisors, LLC
DECREASED1,4761,594-118-7%$1.1M$1.0M-$60.3K2026-10-13
Greystone Financial Group, LLC
INCREASED1,4761,456+20+1%$1.0M$1.0M+$34.2K2026-10-26
Washington Capital Management, Inc
UNCHANGED1,4751,47500%$1.0M$1.0M+$20.7K2026-10-19
Studio Investment Management LLC
DECREASED1,4731,667-194-12%$1.1M$1.0M-$112.5K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED1,4701,118+352+31%$767.9K$1.0M+$262.4K2026-10-27
Maryland Capital Advisors Inc.
INCREASED1,4701,461+9+1%$1.0M$1.0M+$26.6K2026-10-15
New Hampshire Trust
DECREASED1,4671,522-55-4%$1.0M$1.0M-$17.2K2026-10-20
Abundance Wealth Counselors
INCREASED1,4661,465+1+0%$1.0M$1.0M+$21.4K2026-10-26
Capital Investment Services of America, Inc.
INCREASED1,4611,114+347+31%$765.4K$1.0M+$258.9K2026-11-02
Fjell Capital, LLC
DECREASED1,4551,718-263-15%$1.2M$1.0M-$160.5K2026-10-13
Heritage Family Offices, LLP
INCREASED1,4541,070+384+36%$734.9K$1.0M+$284.2K2026-11-02
Tufton Capital Management
INCREASED1,4531,033+420+41%$709.0K$1.0K-$708.0K2026-10-20
Integris Wealth Management, LLC
INCREASED1,4521,340+112+8%$920.2K$1.0M+$97.5K2026-10-14
SYM Financial Corp
INCREASED1,4511,435+16+1%$985.7K$1.0M+$31.2K2026-10-26
Altfest L J & Co Inc
INCREASED1,450898+552+61%$616.7K$1.0M+$399.3K2026-10-27
Cadent Capital Advisors, LLC
DECREASED1,4501,652-202-12%$1.1M$1.0M-$118.0K2026-10-09
Bull Oak Capital, LLC
INCREASED1,448431+1,017+236%$296.0K$1.0M+$719.2K2026-10-23
United Financial Planning Group LLC
INCREASED1,4481,404+44+3%$964.5K$1.0M+$50.2K2026-11-04
Legacy Bridge, LLC
UNCHANGED1,4481,44800%$994.5K$1.0M+$20.3K2026-10-28
Markowski Investments
DECREASED1,4461,557-111-7%$1.1M$1.0M-$55.6K2026-10-30
Columbia Advisory Partners LLC
INCREASED1,4421,053+389+37%$723.4K$1.0M+$287.6K2026-10-15
Watershed Private Wealth LLC
INCREASED1,4391,438+1+0%$987.6K$1.0M+$21.1K2026-10-30
Milestone Asset Management, LLC
DECREASED1,4381,736-298-17%$1.2M$1.0M-$184.2K2026-10-15
Firestone Capital Management
INCREASED1,4381,368+70+5%$939.2K$1.0M+$68.3K2026-11-03
Arcadia Investment Advisors LLC
DECREASED1,4381,479-41-3%$1.0M$1.0M-$8.0K2026-10-13
Wealth Forward, LLC
UNCHANGED1,4371,43700%$986.9K$1.0M+$20.2K2026-10-14
Financial Advisory Partners, LLC
UNCHANGED1,4361,43600%$986.3K$1.0M+$20.2K2026-10-23
Ulland Investment Advisors, LLC
INCREASED1,4321,420+12+1%$975$1.0K+$292026-10-13
Princeton Capital Management LLC
DECREASED1,4232,131-708-33%$1.5M$997.1K-$466.7K2026-10-27
Perryman Financial Advisory Inc
INCREASED1,4181,397+21+2%$959.7K$993.9K+$34.2K2026-10-16
GFS Advisors, LLC
UNCHANGED1,4161,41600%$10.6M$992.0K-$9.6M2026-11-03
Town Capital LLC
INCREASED1,4131,223+190+16%$840.0K$990.3K+$150.3K2026-11-03
IVC Wealth Advisors LLC
DECREASED1,4121,430-18-1%$982.1K$989.6K+$7.5K2026-10-23
Coquina Private Wealth LLC
DECREASED1,4081,836-428-23%$1.3M$987.0K-$273.8K2026-10-27
Meridian Investment Counsel Inc.
DECREASED1,4053,097-1,692-55%$2.1M$984.9K-$1.1M2026-10-14
Altman Advisors, Inc.
INCREASED1,4041,134+270+24%$778.8K$983.8K+$205.0K2026-11-05
Herold Advisors, Inc.
INCREASED1,4041,375+29+2%$945.0K$984.0K+$39.0K2026-10-19
Verity Asset Management, Inc.
INCREASED1,3971,301+96+7%$893.3K$978.4K+$85.1K2026-10-30
Andrew Hill Investment Advisors, Inc.
NEW1,395—+1,395——$977.5K—2026-10-22
Baron Financial Group, LLC
INCREASED1,3951,329+66+5%$912.9K$977.9K+$65.1K2026-10-09
Stackstone Wealth, LLC
NEW1,394—+1,394——$977.0K—2026-10-19
New Wave Wealth Advisors LLC
DECREASED1,3941,395-10%$958.3K$997.2K+$38.9K2026-10-19
Carmel Capital Partners, LLC
UNCHANGED1,3941,39400%$957.4K$977.0K+$19.6K2026-11-03
Lynch Investment Planning, LLC
DECREASED1,3891,751-362-21%$1.2M$973.8K-$229.0K2026-10-27
Mengis Capital Management, Inc.
INCREASED1,3811,083+298+28%$744.5K$967.9K+$223.5K2026-10-13
Avalon Advisory Group
DECREASED1,3781,380-20%$947.6K$966.1K+$18.5K2026-10-20
15 Wealth Advisors LLC
NEW1,377—+1,377——$964.9K—2026-10-14
SageOak Financial, LLC
DECREASED1,3701,684-314-19%$1.2M$960.2K-$196.4K2026-10-19
Watchman Group, Inc.
UNCHANGED1,3701,37000%$940.9K$960.2K+$19.2K2026-10-16
Tucker Asset Management LLC
INCREASED1,3671,187+180+15%$815.5K$957.8K+$142.2K2026-10-29
Kingsbury Capital Investment Advisors LLC
DECREASED1,3651,529-164-11%$1.1M$956.5K-$93.7K2026-10-20
Truefg, LLC
UNCHANGED1,3651,36500%$937.2K$956.3K+$19.2K2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED1,3631,36300%$936.1K$955.3K+$19.2K2026-10-14
City Holding Co
UNCHANGED1,3621,36200%$935.4K$954.6K+$19.1K2026-10-19
Yoffe Investment Management, LLC
DECREASED1,3611,366-50%$938.5K$954.1K+$15.7K2026-11-02
Riversedge Advisors, LLC
INCREASED1,3591,358+1+0%$933.0K$952.2K+$19.2K2026-10-09
Mascagni Wealth Management, Inc.
INCREASED1,3581,290+68+5%$885.9K$951.6K+$65.8K2026-10-23
Liberty Capital Management, Inc.
DECREASED1,3571,358-10%$932.5K$950.8K+$18.4K2026-11-02
Evensky & Katz LLC
INCREASED1,353688+665+97%$472.0K$948-$471.1K2026-10-27
Lazari Capital Management, Inc.
INCREASED1,3531,267+86+7%$870.3K$948.5K+$78.2K2026-10-20
Avestar Capital, LLC
DECREASED1,3525,890-4,538-77%$4.0M$947.6K-$3.1M2026-10-28
Brown Wealth Management, LLC
DECREASED1,3501,372-22-2%$942.5K$946.4K+$3.9K2026-10-20
Institute for Wealth Management, Llc.
INCREASED1,345806+539+67%$553.7K$942.8K+$389.1K2026-11-06
Allen Capital Group, LLC
INCREASED1,344773+571+74%$530.9K$942.0K+$411.1K2026-10-27
San Luis Wealth Advisors LLC
INCREASED1,344916+428+47%$629.0K$941.7K+$312.7K2026-10-27
Elmwood Wealth Management, Inc.
INCREASED1,3421,291+51+4%$886.9K$940.3K+$53.4K2026-10-14
Cornerstone Advisory, LLC
INCREASED1,3371,319+18+1%$905.6K$936.7K+$31.1K2026-11-06
Monarch Capital Management Inc
DECREASED1,3351,411-76-5%$969.1K$935.6K-$33.4K2026-10-19
Phillip James Consulting Co.
DECREASED1,3325,659-4,327-76%$2.4M$933.5K-$1.4M2026-11-03
Sierra Summit Advisors LLC
DECREASED1,3311,531-200-13%$1.1M$933.0K-$118.4K2026-10-28
Marquette Asset Management, LLC
UNCHANGED1,3221,32200%$907.8K$926.4K+$18.6K2026-10-09
Bayshore Capital Advisors, LLC
NEW1,321—+1,321——$925.8K—2026-11-02
Stewardship Advisors, LLC
DECREASED1,3161,363-47-3%$935.9K$922.4K-$13.5K2026-10-20
Hunter Associates Investment Management LLC
INCREASED1,3121,055+257+24%$727.0K$921-$726.1K2026-10-26
Stiles Financial Services Inc
DECREASED1,3121,327-15-1%$911.4K$919.8K+$8.4K2026-10-30
Catalyst Financial Partners LLC
INCREASED1,311872+439+50%$598.9K$918.8K+$319.9K2026-11-06
Galvin, Gaustad & Stein, LLC
UNCHANGED1,3071,30700%$897.8K$916.3K+$18.6K2026-10-08
Post Resch Tallon Group Inc.
INCREASED1,302486+816+168%$333.9K$912.7K+$578.8K2026-10-09
Hartford Financial Management Inc.
INCREASED1,3011,295+6+0%$889.4K$912.0K+$22.6K2026-10-21
Opal Wealth Advisors, LLC
INCREASED1,300892+408+46%$612.7K$911.2K+$298.5K2026-10-16
Gould Asset Management LLC
UNCHANGED1,2961,29600%$889.9K$908.3K+$18.4K2026-11-06
Pegasus Asset Management, Inc.
UNCHANGED1,2961,29600%$890.1K$908.3K+$18.2K2026-11-03
Patrick M Sweeney & Associates, Inc
UNCHANGED1,2931,29300%$888.0K$906.2K+$18.2K2026-10-22
SJS Investment Consulting Inc.
INCREASED1,2901,170+120+10%$803.6K$903.8K+$100.2K2026-10-26
Formidable Asset Management, LLC
DECREASED1,2901,335-45-3%$797.9K$885.8K+$87.9K2026-11-03
MPS Loria Financial Planners, LLC
INCREASED1,288824+464+56%$566.2K$902.5K+$336.3K2026-10-14
United Bank
INCREASED1,2761,215+61+5%$834.5K$894.3K+$59.8K2026-11-06
Great Lakes Advisors, LLC
DECREASED1,27514,595-13,320-91%$10.0M$893.6K-$9.1M2026-11-06
Santori & Peters, Inc.
DECREASED1,2751,317-42-3%$904.7K$893.7K-$10.9K2026-10-26
Emprise Bank
UNCHANGED1,2751,27500%$875.7K$893.6K+$17.9K2026-10-07
Central Bank & Trust Co
INCREASED1,2731,238+35+3%$850.3K$892.2K+$41.9K2026-10-09
Schaper Benz & Wise Investment Counsel Inc
INCREASED1,2721,190+82+7%$817.1K$891.5K+$74.5K2026-10-09
Lakewood Asset Management LLC
INCREASED1,2711,089+182+17%$747.9K$890.8K+$142.9K2026-10-26
Stone Summit Wealth LLC
DECREASED1,2711,312-41-3%$901.1K$890.8K-$10.3K2026-10-14
SC&H Financial Advisors, Inc.
UNCHANGED1,2711,27100%$872.7K$890.7K+$18.0K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED1,2701,232+38+3%$846.1K$890.3K+$44.3K2026-10-16
Kraft, Davis & Associates, LLC
INCREASED1,269866+403+47%$592.2K$895.9K+$303.7K2026-10-21
Legacy Trust
INCREASED1,2681,253+15+1%$860.6K$881.0K+$20.4K2026-11-06
First Fiduciary Investment Counsel, Inc.
DECREASED1,2601,269-9-1%$872.0K$883-$871.1K2026-10-27
American National Bank of Texas
DECREASED1,2571,308-51-4%$898.3K$881.0K-$17.4K2026-10-07
McHugh Group, LLC
UNCHANGED1,2571,25700%$863.3K$881.0K+$17.7K2026-10-19
Dominguez Wealth Management Solutions, Inc.
INCREASED1,2531,201+52+4%$825.0K$878.1K+$53.1K2026-10-07
Squire Investment Management Company, LLC
DECREASED1,2511,269-18-1%$871.2K$877.1K+$5.8K2026-11-03
Jamison Private Wealth Management, Inc.
DECREASED1,2471,775-528-30%$1.2M$874.2K-$345.0K2026-10-14
Hardworking Capital Advisors, LLC
DECREASED1,2391,974-735-37%$1.4M$868.4K-$487.4K2026-10-20
Union Savings Bank
INCREASED1,238362+876+242%$248.6K$867.6K+$619.0K2026-10-14
Vavra Capital Management, LLC
NEW1,237—+1,237——$867.0K—2026-10-14
Nicholas Wealth, Llc.
INCREASED1,2371,107+130+12%$760.4K$866.6K+$106.2K2026-10-26
Manchester Financial Inc
INCREASED1,2371,218+19+2%$836.5K$867.0K+$30.4K2026-10-15
Old Second National Bank of Aurora
DECREASED1,2371,239-20%$851.0K$867.0K+$16.0K2026-10-22
Asio Capital, LLC
NEW1,234—+1,234——$864.9K—2026-10-19
Urban Wealth Management, LLC
DECREASED1,2311,282-51-4%$880.6K$863.0K-$17.5K2026-10-21
Clarity Retirement & Wealth, LLC
DECREASED1,2292,360-1,131-48%$1.6M$861.4K-$759.5K2026-11-04
Willis Investment Counsel
INCREASED1,2291,211+18+1%$831.7K$861.4K+$29.6K2026-10-20
MBA Advisors LLC
NEW1,228—+1,228——$860.7K—2026-10-29
Centerpoint Advisory Group
INCREASED1,2261,035+191+18%$710.7K$859.1K+$148.4K2026-10-23
Pinnacle Financial Group, LLC / IL
DECREASED1,2261,255-29-2%$847.5K$837.1K-$10.4K2026-10-29
Matisse Capital
INCREASED1,2191,149+70+6%$789.3K$854.4K+$65.2K2026-10-29
Kelsey Financial, LLC
DECREASED1,2181,318-100-8%$905.2K$853.6K-$51.6K2026-10-28
Sprinkle Financial Consultants LLC
INCREASED1,2171,192+25+2%$819.5K$853.1K+$33.6K2026-10-09
Financial Planning Navigators Corp
UNCHANGED1,2171,21700%$836.2K$853.3K+$17.1K2026-10-14
Warburton Capital Management, LLC
INCREASED1,216797+419+53%$547.0K$843.2K+$296.2K2026-11-06
Covestor Ltd
DECREASED1,2133,087-1,874-61%$2.1M$850-$2.1M2026-10-30
W Advisors, LLC
INCREASED1,212506+706+140%$347.6K$849.8K+$502.3K2026-11-02
Tarbox Family Office, Inc.
INCREASED1,2111,051+160+15%$722.1K$849.0K+$126.9K2026-10-23
SpringVest Wealth Management LLC
INCREASED1,2111,139+72+6%$782.3K$849.0K+$66.8K2026-10-27
BNB Wealth Management, LLC
INCREASED1,2101,101+109+10%$756.2K$848.0K+$91.9K2026-10-28
Jnba Financial Advisors
UNCHANGED1,2101,21000%$831.0K$848.0K+$17.0K2026-11-03
Davidson Trust Co
DECREASED1,2021,219-17-1%$837.4K$842.7K+$5.3K2026-10-09
Plan A Wealth LLC
UNCHANGED1,2011,20100%$824.9K$841.7K+$16.9K2026-10-08
Hamilton Capital, LLC
INCREASED1,196959+237+25%$658.6K$838.2K+$179.6K2026-10-08
FinDec Wealth Services, Inc.
INCREASED1,195973+222+23%$668.2K$837.4K+$169.1K2026-10-30
Collaborative Wealth Managment Inc.
DECREASED1,1881,272-84-7%$873.5K$832.5K-$41.0K2026-11-06
Riverbend Wealth Management, LLC
INCREASED1,174667+507+76%$458.1K$822.7K+$364.6K2026-10-15
Wealthcare Capital Management LLC
DECREASED1,1741,204-30-2%$826.9K$822.8K-$4.1K2026-10-21
Oceanside Advisors LLC
UNCHANGED1,1731,17300%$805.7K$822.2K+$16.5K2026-11-03
Cushing Capital Partners, LLC
INCREASED1,169326+843+259%$223.7K$819.5K+$595.8K2026-10-20
Shakespeare Wealth Management, LLC
INCREASED1,1671,134+33+3%$778.8K$817.9K+$39.2K2026-10-28
Rosenberg Matthew Hamilton
INCREASED1,165607+558+92%$416.9K$816.5K+$399.6K2026-10-05
SFG Wealth Management, Llc.
DECREASED1,1601,729-569-33%$1.2M$812.9K-$374.5K2026-10-23
Hurlow Wealth Management Group, Inc.
DECREASED1,1601,163-30%$798.6K$812.9K+$14.3K2026-10-29
City Center Advisors, LLC
INCREASED1,1581,139+19+2%$782.0K$811.9K+$30.0K2026-10-08
Oak Barrel Wealth Advisory LLC
INCREASED1,1571,155+2+0%$793.5K$811.1K+$17.6K2026-11-05
ARS Investment Partners, LLC
INCREASED1,151451+700+155%$309.8K$806.7K+$496.9K2026-11-05
Shearwater Capital LLC
INCREASED1,1511,149+2+0%$789.1K$806.7K+$17.6K2026-10-13
Guided Capital Wealth Management, LLC
INCREASED1,1481,098+50+5%$754.1K$804.6K+$50.5K2026-10-21
Merited Wealth, LLC
DECREASED1,1441,239-95-8%$851.0K$801.8K-$49.2K2026-10-13
Hickory Point Bank & Trust
DECREASED1,1441,199-55-5%$823.5K$801.8K-$21.7K2026-10-01
Advisory Resource Group
DECREASED1,1421,539-397-26%$1.1M$800.2K-$257.1K2026-10-26
Strategy Asset Managers LLC
DECREASED1,1411,155-14-1%$793.3K$799.4K+$6.0K2026-10-14
Elevation Wealth Management LLC
DECREASED1,1411,152-11-1%$790.9K$799.6K+$8.7K2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED1,1341,712-578-34%$1.2M$795.1K-$380.6K2026-10-09
Rakuten Securities, Inc.
DECREASED1,1341,392-258-19%$956.0K$794.8K-$161.3K2026-11-02
Ballast Financial Advisors LLC
DECREASED1,1341,285-151-12%$882.6K$794.8K-$87.8K2026-10-26
Covenant Asset Management, LLC
INCREASED1,133976+157+16%$670.5K$794.3K+$123.8K2026-10-14
Rhodes Investment Advisors Inc
DECREASED1,1331,159-26-2%$796.0K$794.1K-$1.9K2026-10-07
Insight Wealth Strategies, LLC
INCREASED1,1331,126+7+1%$772.1K$794.0K+$22.0K2026-10-09
Luts & Greenleigh Group, Inc.
INCREASED1,1311,121+10+1%$770.1K$792.9K+$22.8K2026-11-05
Buckhead Capital Management LLC
DECREASED1,1311,135-40%$779.3K$792.9K+$13.6K2026-11-03
Advisors Management Group Inc
INCREASED1,130914+216+24%$627.0K$791-$626.2K2026-11-05
First Citizens Financial Corp
INCREASED1,1291,080+49+5%$741.8K$791.3K+$49.5K2026-10-02
Geneva Partners, LLC
INCREASED1,1291,128+1+0%$775.0K$791.6K+$16.6K2026-10-26
Summit Investment Advisory Services, LLC
DECREASED1,1251,128-30%$774.7K$788.5K+$13.8K2026-11-03
Provident Living Financial Services, Inc.
INCREASED1,124913+211+23%$627.1K$781.3K+$154.1K2026-11-03
Tillman Hartley LLC
UNCHANGED1,1221,12200%$770.6K$786.4K+$15.8K2026-11-06
Sanders Morris Harris LLC
NEW1,120—+1,120——$785.3K—2026-10-14
Guardian Partners Inc.
DECREASED1,12028,612-27,492-96%$19.7M$785.0K-$18.9M2026-10-21
Accelerate Investment Advisors LLC
DECREASED1,1192,275-1,156-51%$1.6M$784.4K-$777.9K2026-11-02
Tower View Wealth Management LLC
DECREASED1,1191,203-84-7%$825.9K$784.0K-$41.9K2026-10-23
Guilbault Capital LLC
NEW1,113—+1,113——$780.1K—2026-10-28
Seros Financial, LLC
NEW1,108—+1,108——$776.6K—2026-10-21
Foundry Financial LLC
DECREASED1,1081,158-50-4%$795.5K$776.8K-$18.7K2026-10-16
SMI Advisory Services, LLC
INCREASED1,103978+125+13%$675.2K$789.2K+$113.9K2026-10-13
Abacus Wealth Partners, LLC
DECREASED1,1021,287-185-14%$884.2K$772.7K-$111.6K2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED1,098992+106+11%$681.3K$769.6K+$88.2K2026-11-06
Essex LLC
DECREASED1,0931,100-7-1%$755.4K$765.8K+$10.4K2026-10-14
Harbor Group, Inc.
INCREASED1,0921,088+4+0%$747.0K$765.6K+$18.5K2026-10-14
Centennial Wealth Advisory LLC
INCREASED1,091824+267+32%$566.0K$765.0K+$199.0K2026-10-16
First National Bank of Mount Dora, Trust Investment Services
DECREASED1,0911,252-161-13%$859.9K$764.6K-$95.2K2026-10-21
Financial Concepts Unlimited, Inc.
UNCHANGED1,0881,08800%$747.3K$762.6K+$15.3K2026-11-06
Legacy Wealth Asset Management, LLC
DECREASED1,0871,089-20%$748.2K$761.7K+$13.4K2026-10-09
West Wealth Group, LLC
DECREASED1,0851,100-15-1%$755.6K$760.3K+$4.7K2026-10-14
Tower Trust & Investment Co
UNCHANGED1,0821,08200%$743.1K$758.3K+$15.2K2026-10-28
Bernicke Wealth Management, Ltd.
UNCHANGED1,0821,08200%$742.9K$758.5K+$15.5K2026-11-06
Winnacle Wealth LLC
DECREASED1,0811,647-566-34%$1.1M$757.5K-$373.7K2026-10-15
Monument Capital Management
INCREASED1,081562+519+92%$386.3K$757.9K+$371.6K2026-10-09
Intelligence Driven Advisers, LLC
INCREASED1,081815+266+33%$559.8K$757.6K+$197.9K2026-10-09
ETF Store, Inc.
INCREASED1,0811,079+2+0%$741.0K$757.4K+$16.4K2026-10-19
Financial Advisory Corp
DECREASED1,0801,081-10%$742.1K$757.0K+$14.9K2026-10-14
Beacon Bank & Trust
UNCHANGED1,0791,07900%$741.1K$756.2K+$15.2K2026-10-27
Broadway Wealth Solutions, Inc.
NEW1,074—+1,074——$752.7K—2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW1,074—+1,074——$754.4K—2026-10-15
Integrity Investment Advisors, LLC
INCREASED1,070873+197+23%$599.6K$749.9K+$150.3K2026-11-03
Integrated Wealth Management
DECREASED1,0691,074-50%$737.6K$749.3K+$11.6K2026-10-19
Capital Planning LLC
INCREASED1,068324+744+230%$222.5K$748.5K+$526.0K2026-10-09
Armor Investment Advisors, LLC
DECREASED1,0591,142-83-7%$784.2K$742.2K-$42.0K2026-10-27
Norden Group LLC
DECREASED1,0541,115-61-5%$765.9K$738.8K-$27.1K2026-10-20
Appleton Partners Inc
DECREASED1,0531,087-34-3%$746.0K$738-$745.3K2026-10-30
First Bancorp, Inc
UNCHANGED1,0521,05200%$722.5K$737.3K+$14.8K2026-10-26
Straight Path Wealth Management
INCREASED1,040914+126+14%$627.8K$728.9K+$101.2K2026-10-23
Wellington Grp LLC
DECREASED1,0401,062-22-2%$729.6K$729.1K-$4852026-11-06
Howard Capital Management Group, LLC
DECREASED1,0341,300-266-20%$893.1K$725.0K-$168.2K2026-10-16
Clark Wealth Partners
INCREASED1,0341,013+21+2%$695.9K$724.4K+$28.4K2026-10-19
First Community Trust NA
UNCHANGED1,0331,03300%$709.5K$724.0K+$14.5K2026-10-07
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED1,0321,03200%$708.7K$723.2K+$14.5K2026-10-14
Nfsg Corp
INCREASED1,030964+66+7%$662.4K$722.0K+$59.6K2026-10-15
Paradigm, Strategies in Wealth Management, LLC
INCREASED1,0261,017+9+1%$698.5K$719.1K+$20.6K2026-10-16
Carolina Wealth Management Inc
UNCHANGED1,0261,02600%$704.7K$719.1K+$14.4K2026-10-29
Missouri Trust & Investment Co
UNCHANGED1,0251,02500%$703.8K$718.4K+$14.6K2026-11-04
Mach-1 Financial Group, LLC
INCREASED1,023871+152+17%$598.2K$717.0K+$118.8K2026-11-06
Prairiewood Capital, LLC
INCREASED1,0231,011+12+1%$694.4K$717.0K+$22.6K2026-10-16
Marino, Stram & Associates LLC
INCREASED1,021697+324+46%$478.6K$715.5K+$236.9K2026-10-22
American Institute for Advanced Investment Management, LLP
DECREASED1,0211,040-19-2%$714.3K$715.6K+$1.3K2026-11-03
Snider Financial Group
DECREASED1,0191,215-196-16%$834.5K$714.2K-$120.3K2026-10-16
Burford Brothers, Inc.
INCREASED1,019936+83+9%$642.7K$714.3K+$71.6K2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED1,0191,01900%$699.9K$714.2K+$14.3K2026-10-29
Rubicon Advisors, GP
INCREASED1,017961+56+6%$659.9K$712.9K+$53.1K2026-10-23
Cerro Pacific Wealth Advisors LLC
INCREASED1,016973+43+4%$668.3K$712.1K+$43.8K2026-10-22
Carret Asset Management, LLC
INCREASED1,011742+269+36%$509.6K$708.6K+$199.0K2026-11-04
RCW Management, LLC
UNCHANGED1,0081,00800%$692.7K$706.9K+$14.2K2026-10-30
Epiq Partners, LLC
INCREASED1,005850+155+18%$583.8K$704.5K+$120.7K2026-10-07
Ridgeline Wealth, LLC
INCREASED1,005857+148+17%$588.9K$718.7K+$129.9K2026-10-14
Burns Matteson Capital Management, LLC
INCREASED999993+6+1%$682.0K$700.0K+$18.0K2026-10-16
True Link Financial Advisors, LLC
INCREASED996806+190+24%$553.6K$698.1K+$144.5K2026-10-27
Graham Capital Wealth Management, LLC
INCREASED996910+86+9%$625.2K$697.8K+$72.7K2026-10-26
Pacific Excel Wealth Advisors, Inc.
DECREASED9961,070-74-7%$734.9K$698.1K-$36.7K2026-10-27
Klein Pavlis & Peasley Financial, Inc.
INCREASED993613+380+62%$421.2K$695.9K+$274.6K2026-10-13
Shulman DeMeo Asset Management LLC
INCREASED990989+1+0%$679.4K$705.5K+$26.1K2026-10-09
Sierra Ocean, LLC
DECREASED9891,274-285-22%$875.2K$693.4K-$181.8K2026-11-03
Byrne Asset Management LLC
DECREASED9853,300-2,315-70%$2.3M$691.8K-$1.6M2026-10-06
Amplius Wealth Advisors, LLC
INCREASED985976+9+1%$670.5K$690.3K+$19.7K2026-10-20
Wespac Advisors, LLC
DECREASED9798,000-7,021-88%$5.5M$686.1K-$4.8M2026-10-26
Oasis Advisors, LLC
NEW977—+977——$684.7K—2026-10-16
Brown, Lisle Ings, Inc.
INCREASED976943+33+4%$647.7K$684.0K+$36.4K2026-10-16
Register Financial Advisors LLC
INCREASED971783+188+24%$538.1K$680.6K+$142.6K2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED969971-20%$667.1K$679.3K+$12.2K2026-10-16
Greenup Street Wealth Management LLC
INCREASED968878+90+10%$603.0K$678.2K+$75.2K2026-10-28
Regent Peak Wealth Advisors LLC
DECREASED9671,063-96-9%$730.1K$677.7K-$52.3K2026-10-13
PMG Family Office LLC
INCREASED967952+15+2%$653.8K$677.7K+$23.9K2026-10-19
Ellsworth Advisors, LLC
DECREASED967975-8-1%$676.8K$677.7K+$9552026-10-15
ASL Financial, LLC
DECREASED9661,104-138-12%$758.2K$677.0K-$81.2K2026-10-15
TME Financial, Inc.
INCREASED960935+25+3%$642.0K$672.9K+$30.9K2026-10-14
Sincerus Advisory, LLC
DECREASED956985-29-3%$676.4K$670.0K-$6.4K2026-10-09
Lockerman Financial Group, Inc.
DECREASED954956-20%$656.5K$668.8K+$12.3K2026-10-19
ROI Financial Advisors, LLC
INCREASED948947+1+0%$650.6K$664.1K+$13.5K2026-10-19
Cypress Financial Planning LLC
INCREASED943845+98+12%$580.5K$660.8K+$80.3K2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED943963-20-2%$661.7K$661.2K-$4822026-10-26
Exchange Bank
DECREASED940985-45-5%$676.5K$658.8K-$17.7K2026-10-07
Boyum Wealth Architects LLC
DECREASED9381,010-72-7%$695.6K$663.9K-$31.7K2026-10-06
DKM Wealth Management, Inc.
INCREASED938881+57+6%$605.1K$657.1K+$52.0K2026-10-09
Stone House Investment Management, LLC
INCREASED933841+92+11%$577.8K$654.1K+$76.3K2026-10-23
Asset Advisory Group, Inc.
DECREASED931936-5-1%$643.0K$652.7K+$9.7K2026-10-20
Avid Wealth Partners LLC
INCREASED930929+1+0%$638.3K$651.5K+$13.2K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED9291,239-310-25%$682.2K$651-$681.5K2026-11-04
RWQ Financial Management Services, Inc.
INCREASED925550+375+68%$377.7K$648.3K+$270.6K2026-10-19
LifeSteps Financial, Inc.
DECREASED925969-44-5%$665.5K$648.3K-$17.2K2026-10-15
Colony Family Offices, LLC
UNCHANGED92292200%$633.2K$646.2K+$13.0K2026-10-22
Park Edge Advisors, LLC
INCREASED920918+2+0%$630.6K$644.5K+$13.9K2026-10-28
3Edge Asset Management, LP
DECREASED918923-5-1%$633.9K$643.4K+$9.4K2026-10-30
Bayban
UNCHANGED91791700%$629.8K$629.8K$02026-11-05
Pillar Financial Advisors, LLC
DECREASED908915-7-1%$628.7K$636.5K+$7.8K2026-10-21
Woodward Diversified Capital, LLC
INCREASED907829+78+9%$569.6K$635.9K+$66.3K2026-10-21
FAI Advisors, Inc.
DECREASED907978-71-7%$671.7K$635.7K-$36.0K2026-10-27
Allegheny Financial Group
DECREASED906911-5-1%$625.7K$635.4K+$9.7K2026-11-05
Shepherd Financial Partners LLC
UNCHANGED90690600%$622.2K$635.0K+$12.7K2026-11-03
Evansbrook LLC
DECREASED903913-10-1%$627.2K$633.2K+$6.1K2026-10-16
LEE Danner & Bass Inc
UNCHANGED90390300%$620.4K$633.1K+$12.7K2026-10-27
Signature Equity Partners, LLC
INCREASED902122+780+639%$83.9K$632.3K+$548.4K2026-10-29
William Howard & Co Financial Advisors Inc
DECREASED900902-20%$619.6K$630.8K+$11.2K2026-11-04
Davidson Investment Advisors
UNCHANGED89889800%$616.8K$629.4K+$12.6K2026-10-20
Verde Capital Management
INCREASED896755+141+19%$518.7K$628.5K+$109.8K2026-10-28
Wrenne Financial Planning LLC
INCREASED896765+131+17%$525.4K$628.4K+$103.0K2026-10-30
Signature Resources Capital Management, LLC
INCREASED893768+125+16%$527.5K$625.9K+$98.4K2026-10-16
Home Federal Bank of Tennessee
DECREASED890895-5-1%$614.7K$623.8K+$9.1K2026-10-15
Encompass Wealth Advisors, LLC
INCREASED888439+449+102%$301.3K$622.7K+$321.4K2026-10-15
McLean Asset Management Corp
DECREASED888937-49-5%$643.7K$598.7K-$44.9K2026-11-06
Essential Planning, Llc.
DECREASED888898-10-1%$616.7K$622.4K+$5.7K2026-10-21
Edge Wealth Management LLC
INCREASED885834+51+6%$572.8K$623.8K+$51.0K2026-10-13
Gallagher Capital Advisors, LLC
INCREASED878864+14+2%$593.6K$615.5K+$22.0K2026-10-09
Kwmg, LLC
DECREASED876900-24-3%$617.9K$613.7K-$4.2K2026-10-07
MMA Asset Management LLC
DECREASED872873-10%$599.7K$611.5K+$11.8K2026-11-02
Brian LOW Financial Group, LLC
INCREASED868692+176+25%$475.4K$608.6K+$133.2K2026-10-28
Tanglewood Wealth Management, Inc.
INCREASED868703+165+23%$482.8K$608.6K+$125.8K2026-10-23
Sky Investment Group LLC
INCREASED868840+28+3%$576.9K$608.3K+$31.4K2026-10-30
Grant Street Asset Management, Inc.
INCREASED866864+2+0%$593.2K$606.7K+$13.5K2026-10-26
Compagnie Lombard Odier SCmA
INCREASED865765+100+13%$525.4K$606.2K+$80.8K2026-11-04
tru Independence LLC
DECREASED865885-20-2%$608.1K$606.5K-$1.6K2026-10-20
Next Level Private LLC
DECREASED8631,001-138-14%$687.2K$605.1K-$82.2K2026-10-20
Colonial River Investments, LLC
INCREASED858804+54+7%$552.2K$601.3K+$49.1K2026-10-19
Lountzis Asset Management, LLC
DECREASED8561,024-168-16%$703.3K$599.9K-$103.4K2026-10-30
Nvwm, LLC
INCREASED853659+194+29%$452.6K$597.8K+$145.2K2026-10-14
Inspire Trust Co, N.A.
NEW850—+850——$595.7K—2026-11-05
Demars Financial Group, LLC
DECREASED8471,333-486-36%$915.5K$593.6K-$321.9K2026-10-22
Winebrenner Capital Management LLC
INCREASED847745+102+14%$511.9K$593.6K+$81.6K2026-10-07
Investment Research Partners LLC
DECREASED846858-12-1%$589.3K$592.9K+$3.6K2026-10-19
Horizons Wealth Management
NEW844—+844——$591.5K—2026-10-05
Colton Groome Financial Advisors, LLC
DECREASED837844-7-1%$579.9K$586.3K+$6.4K2026-10-06
Advisor Resource Council
INCREASED835685+150+22%$473.1K$594.8K+$121.7K2026-11-05
GuidedMoney, LLC
UNCHANGED83383300%$572.1K$583.8K+$11.7K2026-10-29
Poehling Capital Management, Inc.
DECREASED831941-110-12%$646.0K$582.6K-$63.4K2026-10-20
Mayfair Advisory Group, LLC
INCREASED830828+2+0%$562.4K$581.7K+$19.4K2026-10-20
Signet Investment Advisory Group, Inc.
UNCHANGED83083000%$570.1K$581.7K+$11.7K2026-10-30
Gerber, LLC
INCREASED828636+192+30%$436.8K$580.3K+$143.4K2026-10-21
Veracity Capital LLC
INCREASED828827+1+0%$568.3K$580.0K+$11.7K2026-10-08
Sweeney & Michel, LLC
INCREASED821706+115+16%$501.6K$575.4K+$73.7K2026-10-16
Quantum Financial Partners LLC
INCREASED821819+2+0%$562.6K$575.1K+$12.5K2026-10-19
Pacifica Partners Inc.
INCREASED820799+21+3%$547.0K$575.9K+$28.8K2026-10-09
Lakeside Advisors, Inc.
DECREASED8191,398-579-41%$960.2K$574.0K-$386.2K2026-10-20
Shepherd Street Advisors LLC
UNCHANGED81881800%$567.5K$585.0K+$17.4K2026-10-21
Bannerman Wealth Management Group, LLC
INCREASED814794+20+3%$545.1K$570.2K+$25.2K2026-10-09
River Street Advisors LLC
UNCHANGED81281200%$557.7K$569.1K+$11.4K2026-10-22
Define Financial, LLC
INCREASED810779+31+4%$535.4K$567.9K+$32.6K2026-10-14
MidAtlantic Capital Management, Inc.
UNCHANGED81081000%$556.4K$567.8K+$11.4K2026-11-05
Robinswood Financial LLC
DECREASED809827-18-2%$568.6K$569.9K+$1.3K2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED805869-64-7%$596.8K$564.2K-$32.6K2026-10-16
GFG Capital, LLC
DECREASED805842-37-4%$578.2K$564.3K-$13.9K2026-10-16
Invested Advisors
DECREASED805823-18-2%$565.2K$564.2K-$1.1K2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED803741+62+8%$508.9K$562.8K+$53.9K2026-10-15
Foronjy Financial LLC
INCREASED800797+3+0%$547.1K$560.4K+$13.3K2026-10-14
Hippocratic Financial Advisors, LLC
INCREASED799434+365+84%$298.1K$559.8K+$261.7K2026-10-13
46 Peaks LLC
DECREASED798799-10%$548.5K$559.7K+$11.2K2026-11-03
Elite Life Management LLC
UNCHANGED79579500%$562.5K$535.8K-$26.7K2026-11-06
Aerodigm Wealth, LLC
DECREASED7931,165-372-32%$799.9K$556.1K-$243.8K2026-10-16
Joseph Group Capital Management
UNCHANGED79379300%$544.9K$556.1K+$11.2K2026-11-04
Nautilus Advisors LLC
DECREASED788852-64-8%$591.2K$552.5K-$38.7K2026-10-07
Taylor Securities Services, Inc.
DECREASED788797-9-1%$547.6K$552.6K+$5.0K2026-10-20
Outbound Financial Inc
DECREASED785802-17-2%$550.8K$550.3K-$5092026-10-13
MinichMacGregor Wealth Management, LLC
INCREASED782750+32+4%$515.2K$548.8K+$33.6K2026-10-14
Colorado Capital Management, Inc.
DECREASED781787-6-1%$540$547+$72026-10-15
Stirlingshire Investments, Inc.
INCREASED781777+4+1%$533.6K$547.1K+$13.4K2026-11-05
Canandaigua National Trust Co of Florida
NEW780—+780——$546.7K—2026-10-07
Tctc Holdings, LLC
DECREASED773923-150-16%$633.9K$541.8K-$92.2K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED7695,521-4,752-86%$3.8M$539.2K-$3.3M2026-10-26
Towneley Capital Management, Inc / de
INCREASED769767+2+0%$526.9K$539.0K+$12.0K2026-10-09
Encompass More Asset Management
INCREASED768614+154+25%$422.0K$538.5K+$116.5K2026-10-16
Pekin Hardy Strauss, Inc.
INCREASED768692+76+11%$475.3K$538.4K+$63.1K2026-11-02
Stage Harbor Financial, LLC
DECREASED7662,142-1,376-64%$1.5M$537.0K-$934.3K2026-11-03
Aljian Capital Management, LLC
INCREASED757659+98+15%$452.8K$530.8K+$78.0K2026-10-28
NBZ Investment Advisors LLC
INCREASED755333+422+127%$228.7K$528.9K+$300.2K2026-10-30
Rockline Wealth Management, LLC
INCREASED755685+70+10%$471.0K$529.5K+$58.5K2026-10-26
Lodestone Wealth Management LLC
INCREASED755753+2+0%$517.5K$529.0K+$11.5K2026-10-14
NovaPoint Capital, LLC
UNCHANGED75575500%$518.2K$528.9K+$10.6K2026-10-22
Ullmann Wealth Partners Group, LLC
INCREASED754619+135+22%$425.2K$528.4K+$103.1K2026-11-02
Richmond Investment Services, LLC
INCREASED754711+43+6%$488.5K$528.5K+$40.0K2026-10-29
Madson Wealth Advisors Inc
INCREASED754741+13+2%$508.7K$528.5K+$19.8K2026-10-13
United Community Bank
UNCHANGED75275200%$516.5K$527.0K+$10.6K2026-10-28
truNorth Financial Services, Inc.
DECREASED750815-65-8%$560.0K$525.9K-$34.1K2026-11-06
Transcendent Capital Group LLC
INCREASED750695+55+8%$477.3K$525.4K+$48.1K2026-10-28
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED748850-102-12%$583.7K$524.2K-$59.4K2026-10-27
High Note Wealth, LLC
UNCHANGED74874800%$513.7K$524.2K+$10.5K2026-10-27
TrueWealth Advisors, LLC
UNCHANGED74574500%$511.6K$522.3K+$10.7K2026-10-09
Carnegie Lake Advisors LLC
NEW742—+742——$520.0K—2026-11-06
Avalon Capital Management
DECREASED741742-10%$509.3K$519.0K+$9.7K2026-11-04
Gables Capital Management Inc.
UNCHANGED74074000%$508.2K$518.6K+$10.4K2026-11-04
Willis Johnson Wealth, Inc.
DECREASED738835-97-12%$573.4K$517.2K-$56.2K2026-11-03
Northwest Wealth Advisors, LLC
DECREASED738759-21-3%$520.9K$517.2K-$3.7K2026-11-02
Central Pacific Bank - Trust Division
INCREASED737734+3+0%$504.1K$516.5K+$12.4K2026-10-06
Hilton Head Capital Partners, LLC
INCREASED736721+15+2%$495.2K$515.8K+$20.6K2026-10-23
Essential Investment Partners LLC
UNCHANGED73373300%$503.4K$513.7K+$10.3K2026-10-27
MFA Wealth Services
INCREASED732730+2+0%$501.6K$513.2K+$11.6K2026-10-14
Ballast, Inc.
UNCHANGED73273200%$502.7K$513.0K+$10.3K2026-10-20
Kure Advisory, LLC
DECREASED731760-29-4%$522.1K$512.4K-$9.7K2026-10-08
Alliance Wealth Advisors, LLC
DECREASED729798-69-9%$548.0K$510.8K-$37.1K2026-10-14
Mills Wealth Advisors LLC
INCREASED725628+97+15%$431.6K$508.1K+$76.4K2026-10-22
Kellett Wealth Advisors, LLC
DECREASED724915-191-21%$628.7K$507.3K-$121.3K2026-10-15
Courage Miller Partners, LLC
INCREASED722552+170+31%$379.1K$505.9K+$126.8K2026-10-21
Three Magnolias Financial Advisors, LLC
DECREASED721821-100-12%$563.9K$505.3K-$58.5K2026-10-14
Ascentis Wealth Management, LLC
INCREASED720713+7+1%$490.8K$505.8K+$15.0K2026-11-03
Parkshore Wealth Management, Inc.
INCREASED720719+1+0%$493.9K$504.3K+$10.4K2026-10-13
Ballew Advisors, Inc
UNCHANGED72072000%$493.3K$509.7K+$16.4K2026-10-05
American Capital Advisory, LLC
INCREASED719711+8+1%$488.3K$504.0K+$15.7K2026-10-28
Cornerstone Wealth Advisors, Inc.
UNCHANGED71971900%$493.8K$503.9K+$10.1K2026-10-16
Legacy Financial Group, Inc.
INCREASED718696+22+3%$477.8K$503.0K+$25.2K2026-10-21
JGP Wealth Management, LLC
DECREASED715820-105-13%$563.3K$501.2K-$62.1K2026-10-13
Leading Edge Financial Planning LLC
INCREASED715647+68+11%$444.4K$500.8K+$56.5K2026-10-23
Voisard Asset Management Group, Inc.
DECREASED715729-14-2%$501.0K$500.8K-$2362026-10-13
Bright Financial Advisors, Inc.
DECREASED712715-30%$491.1K$499.0K+$7.9K2026-10-23
Legacy Wealth Management, LLC
INCREASED707493+214+43%$338.6K$495.2K+$156.7K2026-10-22
Interchange Capital Partners, LLC
INCREASED706686+20+3%$471.5K$494.5K+$23.0K2026-10-28
BankPlus Trust Department
UNCHANGED70670600%$484.9K$494.8K+$9.9K2026-11-06
Texas Bank & Trust Co
DECREASED7051,200-495-41%$824.2K$494.1K-$330.1K2026-11-04
Cyr Financial Inc.
DECREASED703716-13-2%$491.8K$492.7K+$9492026-10-16
Willner & Heller, LLC
DECREASED701704-30%$483.2K$491.1K+$7.9K2026-10-28
Merkkuri Wealth Advisors LLC
DECREASED699704-5-1%$483.3K$489.8K+$6.4K2026-11-03
Schulz Wealth, Ltd.
INCREASED697696+1+0%$478.2K$488.8K+$10.6K2026-11-03
KMG Fiduciary Partners, LLC
DECREASED696709-13-2%$486.9K$487.7K+$8492026-10-14
Kingstone Capital Partners Texas, LLC
INCREASED696694+2+0%$476.8K$487.9K+$11.0K2026-11-03
Cypress Capital, LLC
INCREASED695567+128+23%$389.2K$487.2K+$98.0K2026-10-20
Kimelman & Baird, LLC
UNCHANGED69469400%$476.4K$486.2K+$9.7K2026-11-03
Mattern Wealth Management LLC
UNCHANGED69269200%$475.3K$485.0K+$9.7K2026-11-04
Samalin Investment Counsel, LLC
INCREASED691689+2+0%$473.2K$484.2K+$10.9K2026-10-23
Private Wealth Management Group, LLC
DECREASED686714-28-4%$490.1K$480.6K-$9.5K2026-10-19
MilWealth Group LLC
INCREASED686667+19+3%$458.1K$480.8K+$22.7K2026-11-02
Kagan Cocozza Asset Management
UNCHANGED68668600%$471.2K$480.8K+$9.6K2026-10-19
Karras Company, Inc.
INCREASED685583+102+18%$400.2K$480.0K+$79.8K2026-10-16
ProVise Management Group, LLC
DECREASED685729-44-6%$501.0K$480.1K-$20.9K2026-11-06
Beacon Hill Wealth Management Ltd.
INCREASED683582+101+17%$399.7K$478.7K+$79.0K2026-10-21
Gilman Hill Asset Management, LLC
DECREASED683691-8-1%$474.6K$478.9K+$4.3K2026-10-13
Inlet Private Wealth, LLC
UNCHANGED68268200%$468.4K$478.0K+$9.6K2026-10-21
Bullock Wealth Management Group
INCREASED680515+165+32%$353.2K$477.9K+$124.7K2026-10-09
Adell Harriman & Carpenter Inc
INCREASED680591+89+15%$405.9K$476.6K+$70.7K2026-11-02
Ashford Advisors, LLC
UNCHANGED67967900%$466.2K$475.8K+$9.5K2026-11-02
Tandem Capital Management Corp
INCREASED678673+5+1%$462.2K$475.2K+$13.0K2026-10-22
Northbridge Financial Group, LLC
INCREASED676640+36+6%$439.4K$484.1K+$44.7K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED675667+8+1%$457.8K$472.8K+$15.0K2026-10-16
Guardian Wealth Advisors, LLC
DECREASED674754-80-11%$517.6K$476.8K-$40.8K2026-10-30
RTD Financial Advisors, Inc.
NEW672—+672——$471.0K—2026-10-09
Hobart Private Capital, LLC
INCREASED672665+7+1%$456.7K$471.0K+$14.3K2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED67167100%$460.9K$470.3K+$9.4K2026-10-23
Mirador Capital Partners LP
DECREASED669673-4-1%$462.4K$469.0K+$6.6K2026-10-09
Solitude Financial Services
INCREASED667637+30+5%$437.6K$467.5K+$30.0K2026-10-26
Investment Partners, Ltd.
INCREASED666343+323+94%$235.5K$466.7K+$231.1K2026-10-29
J.M. Arbour, LLC
UNCHANGED66666600%$457.4K$466.8K+$9.4K2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED665489+176+36%$336.0K$460.9K+$124.8K2026-10-16
Cornerstone Advisors Asset Management, LLC
INCREASED665530+135+25%$364.0K$466.1K+$102.1K2026-11-06
Successful Portfolios LLC
UNCHANGED66466400%$459.5K$472.6K+$13.1K2026-10-09
Vertrix Wealth Management, LLC
DECREASED663700-37-5%$480.5K$464.5K-$16.0K2026-10-13
Essential Partners LLC
INCREASED661654+7+1%$449.4K$462.9K+$13.5K2026-10-14
Gunderson Capital Management LLC
NEW660—+660——$462.9K—2026-10-15
Mcrae Capital Management Inc
UNCHANGED65865800%$451.9K$461.2K+$9.2K2026-10-15
Sound Stewardship, LLC
INCREASED655616+39+6%$423.1K$458.8K+$35.7K2026-10-14
Curtis Advisory Group, LLC
UNCHANGED65465400%$449.2K$458.4K+$9.2K2026-10-28
Westco Advisory Services Inc
UNCHANGED65365300%$448.5K$457.7K+$9.2K2026-10-14
Liberty Atlantic Advisors LLC
INCREASED652548+104+19%$376.4K$457.3K+$80.9K2026-10-14
Grant Private Wealth Management Inc
DECREASED648652-4-1%$447.7K$454.4K+$6.7K2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED64864800%$445.1K$454.2K+$9.1K2026-10-14
Omni 360 Wealth, Inc.
INCREASED645578+67+12%$396.9K$451.9K+$55.0K2026-10-13
Lauterbach Financial Advisors, LLC
UNCHANGED64464400%$442.3K$451.5K+$9.2K2026-10-21
Winter & Associates, Inc.
INCREASED642570+72+13%$391.5K$453.8K+$62.3K2026-10-23
Ledyard National Bank
DECREASED642666-24-4%$457.4K$450.0K-$7.5K2026-10-21
Bigelow Investment Advisors, LLC
DECREASED641649-8-1%$445.7K$449.3K+$3.5K2026-10-13
Langley Wealth Management, LLC
DECREASED640662-22-3%$454.6K$448.7K-$5.9K2026-11-04
Woodward Financial Advisors, Inc.
DECREASED639719-80-11%$493.8K$447.9K-$46.0K2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED639654-15-2%$449.5K$448.2K-$1.3K2026-10-28
Quantum Financial Planning Services, Inc.
DECREASED638877-239-27%$602.2K$446.9K-$155.3K2026-10-14
AAF Wealth Management, LLC
DECREASED638711-73-10%$488.5K$447.3K-$41.2K2026-10-28
Juno Financial Group LLC
DECREASED637654-17-3%$449.4K$446.1K-$3.3K2026-10-27
Pioneer Wealth Management Group
INCREASED635634+1+0%$435.3K$444.9K+$9.6K2026-10-09
Great Waters Wealth Management
INCREASED634550+84+15%$377.7K$444.1K+$66.3K2026-10-07
Grandview Asset Management LLC
DECREASED628694-66-10%$476.7K$440.2K-$36.4K2026-10-19
Paragon Advisors, LLC
DECREASED628660-32-5%$453.2K$439.8K-$13.4K2026-11-03
Benedict Financial Advisors Inc
INCREASED628627+1+0%$430.3K$440.2K+$9.9K2026-10-07
Walker Financial Services, Inc.
INCREASED627581+46+8%$399.5K$439.6K+$40.1K2026-10-26
Master's Wealth Management Inc.
DECREASED626647-21-3%$444.2K$438.9K-$5.3K2026-10-22
Wincap Financial LLC
UNCHANGED62662600%$429.6K$438.4K+$8.8K2026-10-20
Piscataqua Savings Bank
DECREASED625667-42-6%$458.1K$438.0K-$20.1K2026-10-21
Two West Capital Advisors LLC
UNCHANGED62462400%$425.9K$438.5K+$12.6K2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED62330,562-29,939-98%$21.0M$436.7K-$20.6M2026-10-13
Andina Capital Management, LLC
INCREASED621593+28+5%$407.3K$435.5K+$28.2K2026-10-21
KRS Capital Management, LLC
UNCHANGED62062000%$425.5K$434.4K+$8.9K2026-10-16
Westwood Wealth Management
UNCHANGED62062000%$425.8K$434.5K+$8.7K2026-10-29
Glass Wealth Management Co LLC
UNCHANGED61961900%$425.2K$433.9K+$8.7K2026-10-28
MBE Wealth Management, LLC
INCREASED617308+309+100%$211.6K$432.1K+$220.5K2026-10-26
Buska Wealth Management, LLC
INCREASED617577+40+7%$396.1K$432.7K+$36.6K2026-10-08
Ervin Investment Management, LLC
UNCHANGED61661600%$423.1K$431.7K+$8.7K2026-10-23
Livet Wealth, LLC
NEW615—+615——$431.1K—2026-10-27
Aviso Wealth Management
DECREASED612653-41-6%$448.5K$428.9K-$19.6K2026-11-04
KTF Investments, LLC
INCREASED611601+10+2%$412.8K$428.2K+$15.5K2026-10-23
Towerpoint Wealth, LLC
INCREASED609493+116+24%$338.5K$426.9K+$88.3K2026-10-13
Butensky & Cohen Financial Security, Inc
DECREASED609614-5-1%$421.9K$426.4K+$4.5K2026-10-13
Tepp RIA, LLC
UNCHANGED60960900%$418.2K$426.7K+$8.6K2026-10-14
Nestegg Advisors, Inc.
DECREASED607620-13-2%$426.1K$425.5K-$5822026-10-21
Richard C. Young & Co., Ltd.
INCREASED603602+1+0%$413.3K$422.8K+$9.5K2026-11-04
PFG Private Wealth Management, LLC
UNCHANGED60360300%$414.1K$422.6K+$8.5K2026-10-15
Mycio Wealth Partners, LLC
INCREASED602600+2+0%$412.2K$421.7K+$9.5K2026-11-04
Mann Financial Group, Inc.
NEW601—+601——$421.2K—2026-10-15
Cutler Investment Counsel LLC
DECREASED600637-37-6%$437.4K$420.6K-$16.7K2026-10-28
Foundation Wealth Management, Llc\pa
UNCHANGED60060000%$412.1K$420.5K+$8.4K2026-10-14
Benin Management Corp
UNCHANGED60060000%$412.1K$420.5K+$8.4K2026-10-22
DDD Partners, LLC
INCREASED599577+22+4%$396.3K$419.9K+$23.6K2026-11-02
WealthPLAN Partners, LLC
INCREASED597438+159+36%$300.6K$418.7K+$118.1K2026-10-15
KFG Wealth Management, LLC
DECREASED597605-8-1%$415.7K$418.1K+$2.4K2026-10-16
Ted Buchan & Co
DECREASED597605-8-1%$415.5K$418.4K+$2.9K2026-10-23
Pettinga Financial Advisors LLC
NEW594—+594——$416.3K—2026-10-13
NBH Bank
DECREASED594694-100-14%$476.6K$416.3K-$60.3K2026-11-05
LVM Capital Management LTD
INCREASED593589+4+1%$404$415.4K+$415.0K2026-10-20
Fortis Group Advisors, LLC
INCREASED593590+3+1%$404.9K$413.5K+$8.6K2026-11-06
Mullooly Asset Management, Inc.
DECREASED592613-21-3%$421.7K$416.0K-$5.7K2026-10-30
High Point Wealth Management, LLC
INCREASED590588+2+0%$404.1K$413.4K+$9.2K2026-11-05
Ehrlich Financial Group
INCREASED590589+1+0%$404.5K$413.5K+$9.0K2026-10-20
Blume Capital Management, Inc.
DECREASED589689-100-15%$473.0K$412.5K-$60.4K2026-10-26
Scott & Selber, Inc.
UNCHANGED58958900%$404.5K$412.8K+$8.3K2026-10-21
Argentarii, LLC
INCREASED588553+35+6%$391.9K$412.2K+$20.3K2026-10-28
Investment Planning Advisors, Inc.
NEW586—+586——$410.6K—2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED58658600%$402.5K$410.7K+$8.2K2026-10-09
Shum Financial Group, Inc.
INCREASED585467+118+25%$320.5K$409.8K+$89.3K2026-10-13
Abner Herrman & Brock LLC
UNCHANGED58558500%$402$410+$82026-10-20
Dutch Asset Corp
INCREASED584449+135+30%$308.9K$409.8K+$100.9K2026-10-20
Councilor Wealth, LLC
INCREASED582352+230+65%$242.4K$408.0K+$165.6K2026-10-09
Lincoln Capital LLC
DECREASED581603-22-4%$414.4K$407.2K-$7.2K2026-10-09
OAK Family Advisors, LLC
DECREASED581586-5-1%$402.5K$407.2K+$4.7K2026-10-19
Cpwa, LLC
INCREASED580571+9+2%$392.4K$414.5K+$22.1K2026-11-04
Morton Brown Family Wealth, LLC
DECREASED577754-177-23%$517.9K$404.4K-$113.5K2026-10-23
Capital Investment Counsel, Inc
INCREASED576574+2+0%$394.2K$403.7K+$9.5K2026-10-20
Schmidt P J Investment Management Inc
UNCHANGED57557500%$394.9K$403.0K+$8.1K2026-11-02
Avaii Wealth Management, LLC
DECREASED574623-49-8%$427.8K$406.1K-$21.7K2026-10-09
BCO Wealth Management LLC
DECREASED574616-42-7%$423.1K$402.3K-$20.8K2026-10-14
Atwood & Palmer Inc
INCREASED573140+433+309%$96.2K$401.6K+$305.4K2026-10-08
Pines Wealth Management, LLC
DECREASED572590-18-3%$405.4K$401.2K-$4.2K2026-10-21
Johnson Bixby & Associates, LLC
DECREASED571577-6-1%$396.6K$400.0K+$3.4K2026-10-14
Thayer Financial, L.L.C.
DECREASED570703-133-19%$482.8K$400.3K-$82.5K2026-10-21
Nabity-Jensen Investment Management Inc
DECREASED570601-31-5%$412.9K$399.6K-$13.3K2026-10-23
Overbrook Management Corp
INCREASED569568+1+0%$389.8K$399.0K+$9.2K2026-10-08
Peck Wealth Management, LLC
UNCHANGED56956900%$390.8K$398.8K+$8.0K2026-10-29
Cornerstone Enterprises, LLC
INCREASED566561+5+1%$385.7K$397.4K+$11.6K2026-10-15
Bay Capital Advisors, LLC
INCREASED566565+1+0%$388.3K$396.4K+$8.1K2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED56656600%$391.0K$397.4K+$6.4K2026-10-28
Prodigy Asset Management LLC
INCREASED565564+1+0%$387.6K$395.7K+$8.1K2026-10-28
Westchester Capital Management, Inc.
INCREASED564514+50+10%$353.0K$395.3K+$42.3K2026-10-23
Dean, Jacobson Financial Services, LLC
INCREASED562329+233+71%$226.0K$393.9K+$168.0K2026-10-29
Ahara Advisors LLC
INCREASED562552+10+2%$379.2K$394.3K+$15.1K2026-10-29
Fagan Associates, Inc.
INCREASED561559+2+0%$383.9K$393.4K+$9.4K2026-10-13
Mission Financial Group, LLC
INCREASED560320+240+75%$219.7K$392.4K+$172.6K2026-10-21
Salvus Wealth Management, LLC
NEW558—+558——$391.1K—2026-10-13
Aire Advisors, LLC
INCREASED558472+86+18%$323.8K$391.0K+$67.2K2026-10-22
Prentice Wealth Management LLC
DECREASED558619-61-10%$425.1K$391.1K-$34.1K2026-10-20
Hedeker Wealth, LLC
INCREASED558537+21+4%$368.8K$391.1K+$22.3K2026-10-23
BOS Asset Management, LLC
INCREASED556543+13+2%$372.9K$389.4K+$16.5K2026-10-09
Cedar Point Capital Partners, LLC
UNCHANGED55655600%$381.9K$389.7K+$7.8K2026-10-29
Three Arch Wealth Management LLC
INCREASED555488+67+14%$335.4K$389.2K+$53.8K2026-10-20
E6 Portfolios, LLC
DECREASED555569-14-2%$390.7K$389.1K-$1.6K2026-10-26
Bdfs Capital LLC
DECREASED555568-13-2%$390.3K$388.7K-$1.6K2026-10-14
Searle & Co.
UNCHANGED55555500%$381.2K$389.0K+$7.8K2026-11-04
GK Wealth Management LLC
DECREASED5521,616-1,064-66%$1.1M$387.0K-$723.3K2026-10-09
Almanack Investment Partners, Llc.
INCREASED552429+123+29%$294.7K$386.9K+$92.1K2026-11-03
Ndwm LLC
INCREASED550547+3+1%$375.5K$385.5K+$10.0K2026-11-05
Hager Investment Management Services, LLC
UNCHANGED54954900%$377.2K$385.0K+$7.8K2026-11-04
CMG Global Holdings, LLC
INCREASED548546+2+0%$375.0K$383.8K+$8.8K2026-10-14
Ayrshire Capital Management LLC
DECREASED546556-10-2%$381.9K$382.7K+$8042026-10-20
ARK & TLK Investments, LLC
DECREASED544546-20%$375.1K$381.4K+$6.3K2026-10-20
L. Roy Papp & Associates, LLP
DECREASED544545-10%$374.1K$381.6K+$7.5K2026-10-21
West Branch Capital LLC
INCREASED542488+54+11%$335.5K$380.2K+$44.7K2026-10-20
Ellerson Group Inc
NEW539—+539——$373.8K—2026-11-04
Littlejohn Financial Services, Inc.
DECREASED539668-129-19%$458.8K$377.8K-$81.0K2026-11-06
Legal Advantage Investments, Inc.
NEW538—+538——$377.1K—2026-10-13
HMV Wealth Advisors, LLC
UNCHANGED53853800%$369.5K$377.1K+$7.6K2026-10-27
Private Capital Advisors, Inc.
UNCHANGED53553500%$367.4K$375.0K+$7.5K2026-10-06
Paragon Capital Management Ltd
UNCHANGED53353300%$366.1K$373.6K+$7.5K2026-10-09
Entrewealth, LLC
INCREASED532435+97+22%$307.3K$372.8K+$65.5K2026-10-14
Patton Fund Management, Inc.
UNCHANGED53053000%$364.0K$371.5K+$7.4K2026-10-13
William John Sempolinski
INCREASED528503+25+5%$345.2K$369.8K+$24.6K2026-10-20
Semus Wealth Partners LLC
INCREASED528527+1+0%$361.8K$370.0K+$8.1K2026-10-22
Emergent Wealth Advisors, LLC
UNCHANGED52852800%$362.7K$370.1K+$7.4K2026-10-09
Lebenthal Global Advisors, LLC
INCREASED525503+22+4%$345.1K$367.8K+$22.6K2026-10-28
Lunt Capital Management, Inc.
UNCHANGED52552500%$360.6K$368.0K+$7.4K2026-10-30
Arkansas Financial Group, Inc.
DECREASED524542-18-3%$372.3K$367.3K-$5.0K2026-10-26
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED52452400%$359.9K$367.3K+$7.4K2026-10-26
Svrn Asset Management, LLC
UNCHANGED52452400%$359.9K$367.3K+$7.4K2026-11-02
Asempa Wealth Advisors
INCREASED522495+27+5%$340.2K$366.9K+$26.7K2026-10-07
Moller Wealth Partners
UNCHANGED52052000%$357.1K$364.4K+$7.3K2026-10-15
Innealta Capital, LLC
INCREASED518414+104+25%$284.3K$363.0K+$78.7K2026-11-02
Commonwealth Financial Services, LLC
DECREASED518601-83-14%$412.7K$363.2K-$49.5K2026-10-20
BKM Wealth Management, LLC
INCREASED517340+177+52%$233.5K$362.3K+$128.8K2026-10-22
Alternative Investment Advisors, Llc.
INCREASED516468+48+10%$322.0K$363.0K+$41.0K2026-11-03
Parkside Investments, LLC
UNCHANGED51651600%$354.4K$361.6K+$7.3K2026-10-20
Keenan, LLC
UNCHANGED51451400%$352.8K$360.1K+$7.2K2026-10-23
Gen-Wealth Partners Inc
INCREASED513512+1+0%$352.0K$359.8K+$7.8K2026-11-04
TopTier Wealth Management, LLC
UNCHANGED51351300%$352.3K$359.5K+$7.2K2026-10-16
Benson Investment Management Company, Inc.
DECREASED512542-30-6%$372.3K$365.1K-$7.1K2026-10-13
Grove Street Fiduciary, LLC
INCREASED510382+128+34%$262.1K$357.2K+$95.1K2026-10-13
Patten Group, Inc.
DECREASED510520-10-2%$357.1K$357.5K+$3562026-10-26
New Perspectives, Inc
UNCHANGED50950900%$349.6K$356.8K+$7.2K2026-10-14
Roman Butler Fullerton & Co
INCREASED507494+13+3%$340.3K$357.8K+$17.5K2026-10-27
Pinnacle Wealth Management Group, Inc.
UNCHANGED50650600%$347.7K$354.8K+$7.1K2026-10-15
Briaud Financial Planning Inc
INCREASED500329+171+52%$225.9K$350.4K+$124.5K2026-10-20
Intergy Private Wealth, LLC
INCREASED500345+155+45%$236.7K$350.4K+$113.8K2026-10-16
Zega Investments, LLC
INCREASED500430+70+16%$295.3K$350.7K+$55.4K2026-11-04
Hibernia Wealth Partners, LLC
INCREASED499314+185+59%$215.1K$349.4K+$134.4K2026-10-29
Guidance Capital, Inc
INCREASED499492+7+1%$339.3K$345.1K+$5.8K2026-11-03
Portfolio Strategies, Inc.
INCREASED498491+7+1%$337.3K$349.1K+$11.8K2026-11-06
Isthmus Partners, LLC
UNCHANGED49549500%$340.0K$346.9K+$7.0K2026-10-21
Advantage Trust Co
DECREASED494780-286-37%$535.7K$346.2K-$189.5K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED49449400%$339.2K$339.2K$02026-10-28
Endowment Wealth Management, Inc.
DECREASED493576-83-14%$395.9K$345.6K-$50.3K2026-11-03
Greenwood Capital Associates LLC
INCREASED491411+80+19%$282.3K$344.1K+$61.8K2026-10-27
Sacks & Associates, LLC
INCREASED489488+1+0%$339.9K$342.9K+$3.1K2026-10-09
Valley National Advisers Inc
DECREASED488495-7-1%$340.0K$341.8K+$1.8K2026-10-23
Vestor Capital, LLC
DECREASED48616,386-15,900-97%$990$148-$8422026-11-04
Archvest Wealth Advisors, Inc.
DECREASED483501-18-4%$343.9K$338.3K-$5.6K2026-10-29
Nova Financial LLC
NEW482—+482——$337.7K—2026-11-04
Horizon Wealth Management, LLC
INCREASED482481+1+0%$330.2K$337.7K+$7.5K2026-11-02
Nichols & Pratt Advisers LLP
UNCHANGED48248200%$331.0K$338.5K+$7.5K2026-10-13
Allodium Investment Consultants, LLC
DECREASED481498-17-3%$342.2K$336.8K-$5.4K2026-10-14
Twin Cities Retirement Group LLC
NEW476—+476——$333.9K—2026-10-16
Blue Fin Capital, Inc.
INCREASED473471+2+0%$323.7K$331.2K+$7.5K2026-10-28
Adkins Seale Capital Management LLC
INCREASED471464+7+2%$318.7K$330.1K+$11.4K2026-10-27
Yardley Wealth Management LLC
UNCHANGED47047000%$322.8K$329.4K+$6.6K2026-10-23
RDA Financial Network
DECREASED469474-5-1%$325.3K$328.5K+$3.2K2026-10-15
Stolper Co
UNCHANGED46946900%$322$329+$72026-10-13
Monetary Solutions, Ltd
INCREASED468426+42+10%$292.6K$328.0K+$35.4K2026-10-22
Tempus Wealth Planning, LLC
INCREASED467444+23+5%$305.2K$327.6K+$22.3K2026-10-14
Whipplewood Advisors, LLC
DECREASED466468-20%$321.4K$326.6K+$5.2K2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED464435+29+7%$298.8K$325.2K+$26.4K2026-10-19
Riverwater Partners LLC
DECREASED464467-3-1%$320.7K$325.2K+$4.6K2026-11-03
Pacific Wealth Management
DECREASED463478-15-3%$328.3K$324.5K-$3.8K2026-10-05
Fluent Financial, LLC
UNCHANGED46346300%$318.0K$324.5K+$6.5K2026-10-13
CPA Asset Management Group, LLC
UNCHANGED46346300%$318.0K$324.4K+$6.5K2026-10-26
Platt Investment Counsel, LLC
UNCHANGED46346300%$318.0K$324.5K+$6.5K2026-10-07
Independent Wealth Advisors LLC
DECREASED462490-28-6%$336.3K$323.8K-$12.5K2026-10-27
Elite Wealth Management, Inc.
INCREASED461460+1+0%$315.9K$323.1K+$7.2K2026-11-03
Salus Financial Advisors, LLC
UNCHANGED46046000%$315.9K$322.4K+$6.5K2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED459458+1+0%$314.7K$321.4K+$6.7K2026-10-28
Redmond Asset Management, LLC
DECREASED455947-492-52%$650.1K$318.9K-$331.2K2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
INCREASED455182+273+150%$125.2K$318.6K+$193.4K2026-10-28
Scheeler Financial LLC
NEW453—+453——$317.5K—2026-10-13
Golden Bell Financial Planning LLC
UNCHANGED45345300%$311.1K$317.5K+$6.4K2026-11-02
Old Port Advisors
NEW452—+452——$316.7K—2026-10-23
Titan Investment Management LLC
NEW451—+451——$315.9K—2026-10-22
Darden Wealth Group Inc
DECREASED451457-6-1%$313.5K$316.6K+$3.0K2026-11-06
Archford Capital Strategies, LLC
DECREASED450761-311-41%$522.7K$315.1K-$207.5K2026-10-19
Waycross Investment Management Co
DECREASED450476-26-5%$326.9K$315.4K-$11.5K2026-10-14
Tenret Co LLC
NEW449—+449——$314.7K—2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED448687-239-35%$472.0K$313.8K-$158.2K2026-10-09
Alpha Zero LLC
INCREASED448380+68+18%$262.3K$314.2K+$51.9K2026-11-06
Silvia Mccoll Wealth Management, LLC
UNCHANGED44744700%$307.0K$313.3K+$6.3K2026-10-07
Centennial Advisors, LLC
INCREASED445381+64+17%$261.8K$311.7K+$49.9K2026-10-21
Core Wealth Advisors, LLC
INCREASED445444+1+0%$305.1K$312.0K+$7.0K2026-11-05
Triad Investment Management
NEW444—+444——$311.2K—2026-10-13
Peddock Capital Advisors, LLC
INCREASED444347+97+28%$238.3K$311.2K+$72.9K2026-10-16
Retirement Investment Advisors, Inc.
UNCHANGED44444400%$305.3K$311.2K+$5.8K2026-10-22
Rodgers & Associates, LTD
DECREASED443456-13-3%$313.2K$310.5K-$2.7K2026-10-20
Flagship Private Wealth, LLC
INCREASED441440+1+0%$302.5K$309.3K+$6.8K2026-11-05
Hudson Edge Investment Partners Inc.
NEW440—+440——$308.4K—2026-10-28
Westside Investment Management, Inc.
INCREASED439414+25+6%$284.3K$307.8K+$23.5K2026-11-02
Windsor Capital Management, LLC
DECREASED439453-14-3%$311.1K$307.7K-$3.4K2026-10-13
Greater Midwest Financial Group, LLC
UNCHANGED43943900%$301.7K$308.0K+$6.2K2026-10-13
Sunrise Financial Services, LLC
UNCHANGED43943900%$301.5K$307.7K+$6.2K2026-10-21
Meritas Wealth Management, LLC
UNCHANGED43843800%$300.8K$307.3K+$6.5K2026-10-14
Wall Capital Group, Inc.
INCREASED437417+20+5%$286.3K$306.4K+$20.1K2026-10-14
Sawgrass Asset Management LLC
UNCHANGED43743700%$300.1K$306.3K+$6.1K2026-11-03
Fidelis iM, LLC
NEW436—+436——$305.6K—2026-10-16
Cascade Investment Group, Inc.
INCREASED436433+3+1%$297.4K$305.6K+$8.2K2026-10-13
Eubel Brady & Suttman Asset Management Inc
NEW434—+434——$304—2026-11-04
Bayshore Asset Management, LLC
DECREASED432439-7-2%$301.7K$308.9K+$7.2K2026-11-03
Altus Wealth Group LLC
INCREASED431430+1+0%$295.4K$302.1K+$6.8K2026-10-20
James Reed Financial Services, Inc.
UNCHANGED43043000%$295.3K$301.4K+$6.0K2026-10-26
Strid Group, LLC
INCREASED429421+8+2%$289.2K$300.8K+$11.5K2026-10-28
Gray Private Wealth, LLC
UNCHANGED42942900%$294.4K$300.7K+$6.3K2026-10-28
Financial Harvest, LLC
NEW428—+428——$300.0K—2026-10-15
Verisail Partners, LLC
INCREASED427402+25+6%$276.1K$299.3K+$23.2K2026-10-19
Kuhn & Co Investment Counsel
UNCHANGED42742700%$293.3K$299.4K+$6.1K2026-10-29
J. L. Bainbridge & Co., Inc.
DECREASED426432-6-1%$297.0K$298.5K+$1.5K2026-10-20
Leeward Financial Partners, LLC
UNCHANGED42642600%$292.4K$298.4K+$6.0K2026-10-23
Paulson Wealth Management Inc.
UNCHANGED42642600%$292.3K$298.3K+$6.0K2026-11-02
Maltin Wealth Management, Inc.
DECREASED425444-19-4%$305.0K$297.8K-$7.2K2026-10-13
DWM Financial Group, Inc.
INCREASED422336+86+26%$210.5K$295.8K+$85.3K2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED422380+42+11%$261.0K$295.8K+$34.8K2026-11-03
Blue Line Capital, LLC / IL
NEW421—+421——$295.1K—2026-11-04
Cane Capital Partners, LLC
INCREASED421396+25+6%$272.2K$294.9K+$22.7K2026-10-23
Gratus Wealth Advisors, LLC
INCREASED419418+1+0%$287.4K$293.3K+$5.9K2026-10-26
Decker Wealth Management LLC
UNCHANGED41941900%$287.8K$293.7K+$5.9K2026-10-09
Huntleigh Advisors, Inc.
NEW418—+418——$293.1K—2026-11-03
Variant Private Wealth, LLC
INCREASED418417+1+0%$286.3K$292.9K+$6.6K2026-10-21
Powell Investment Advisors, LLC
INCREASED416403+13+3%$277.0K$291.7K+$14.8K2026-10-22
Kennebec Savings Bank
DECREASED416426-10-2%$292.6K$291.6K-$1.0K2026-10-22
Financial Guidance Group, Inc.
UNCHANGED41341300%$283.7K$289.5K+$5.8K2026-10-21
Northside Capital Management, LLC
UNCHANGED41341300%$284.1K$290.0K+$6.0K2026-10-13
SevenBridge Financial Group, LLC
UNCHANGED41341300%$293.5K$291.9K-$1.6K2026-10-26
Cypress Capital Group
UNCHANGED41241200%$283.0K$288.8K+$5.8K2026-11-03
Addison Advisors LLC
INCREASED411376+35+9%$258.2K$288.1K+$29.8K2026-11-06
Chatham Capital Group, Inc.
INCREASED410343+67+20%$235.9K$287.1K+$51.1K2026-10-16
Private Management Group Inc
DECREASED410415-5-1%$285.2K$287.5K+$2.3K2026-11-04
Unified Investment Management
NEW408—+408——$286.0K—2026-10-14
Noble Family Wealth, LLC
INCREASED407369+38+10%$253.4K$285.3K+$31.8K2026-10-26
Seneca Financial Advisors LLC
DECREASED406411-5-1%$282.4K$284.2K+$1.8K2026-10-28
MN Wealth Advisors, LLC
INCREASED405403+2+1%$277.3K$284.3K+$7.0K2026-10-23
Torrey Growth & Income Advisors
NEW404—+404——$285.3K—2026-11-04
RMR Capital Management, LLC
INCREASED404403+1+0%$277.0K$283.0K+$6.0K2026-10-23
S.E.E.D. Planning Group LLC
UNCHANGED40440400%$277.5K$283.2K+$5.7K2026-10-07
Beacon Financial Strategies Corp
INCREASED403345+58+17%$237.2K$282.7K+$45.5K2026-10-14
Daytona Street Capital LLC
UNCHANGED40340300%$279.5K$286.6K+$7.1K2026-10-15
UMB Private Wealth Management, LLC
NEW401—+401——$281.0K—2026-10-19
Fogel Capital Management, Inc.
UNCHANGED40040000%$274.7K$280.5K+$5.8K2026-11-04
General Partner, Inc.
UNCHANGED40040000%$274.7K$280.3K+$5.6K2026-10-05
Accordant Advisory Group Inc
UNCHANGED40040000%$274.7K$280.3K+$5.6K2026-10-29
Brown Miller Wealth Management, LLC
UNCHANGED39939900%$274.0K$279.6K+$5.6K2026-11-02
Wealth Preservation Advisors, LLC
DECREASED398422-24-6%$289.8K$278.9K-$10.9K2026-11-05
Hapanowicz & Associates Financial Services, Inc
INCREASED397396+1+0%$272.0K$278.3K+$6.2K2026-10-29
McGlone Suttner Wealth Management, Inc.
INCREASED396373+23+6%$256.4K$277.9K+$21.5K2026-10-13
Cowa, LLC
INCREASED395394+1+0%$270.6K$276.8K+$6.2K2026-10-30
Hiley Hunt Wealth Management
DECREASED393395-2-1%$271.0K$275.7K+$4.7K2026-10-08
Bright Futures Wealth Management, Llc.
DECREASED389400-11-3%$274.7K$272.6K-$2.1K2026-10-23
Outfitters Financial LLC
INCREASED386334+52+16%$229.4K$270.5K+$41.1K2026-10-23
Heritage OAK Wealth Advisors LLC
INCREASED385379+6+2%$260.5K$270.2K+$9.7K2026-10-14
JSF Financial, LLC
DECREASED385387-2-1%$265.7K$270.1K+$4.5K2026-10-22
Prudent Man Investment Management, Inc.
DECREASED384386-2-1%$242.1K$269.1K+$27.1K2026-11-03
Stewardship Concepts Financial Services LLC
INCREASED383342+41+12%$234.9K$268.2K+$33.3K2026-10-06
Reyes Financial Architecture, Inc.
DECREASED382601-219-36%$412.8K$267.7K-$145.0K2026-10-22
Poinciana Advisors Group, LLC
UNCHANGED38238200%$262.2K$267.6K+$5.4K2026-11-06
Pacific Sage Partners, LLC
UNCHANGED38138100%$261.7K$267.0K+$5.4K2026-10-21
Cogent Strategic Wealth LLC
UNCHANGED38038000%$261.0K$266.3K+$5.3K2026-10-22
Floyd Financial Group LLC
NEW379—+379——$271.1K—2026-10-28
Signature Wealth Management Partners, LLC
UNCHANGED37837800%$259.7K$265.0K+$5.3K2026-10-21
Compass Capital Management, Inc
DECREASED375602-227-38%$413.5K$262.8K-$150.6K2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED37537500%$257.5K$263.0K+$5.5K2026-10-19
PCG Asset Management, LLC
NEW374—+374——$262.1K—2026-11-05
Valicenti Advisory Services Inc
UNCHANGED37437400%$257$262+$52026-10-23
Bellecapital International Ltd.
NEW372—+372——$260.7K—2026-10-21
M Wealth Management, LLC
UNCHANGED37237200%$255.5K$260.7K+$5.2K2026-10-14
Randolph Co Inc
INCREASED371363+8+2%$249.3K$260.1K+$10.8K2026-10-23
Altiora Financial Group, LLC
UNCHANGED36736700%$251.8K$257.0K+$5.2K2026-11-04
Montis Financial, LLC
UNCHANGED36536500%$250.7K$255.9K+$5.1K2026-11-04
Wealth Quarterback LLC
DECREASED363454-91-20%$312.0K$254.8K-$57.3K2026-10-20
Sherman Wealth Management LLC
UNCHANGED36336300%$249.2K$254.3K+$5.1K2026-10-16
Barr E S & Co
NEW362—+362——$253.7K—2026-11-06
Mason & Associates, LLC
UNCHANGED36236200%$248.6K$253.7K+$5.1K2026-10-26
Form Wealth Advisors, LLC
INCREASED360341+19+6%$234.2K$252.3K+$18.1K2026-10-13
Price Financial Group Wealth Management, Inc
INCREASED359358+1+0%$246.4K$256.5K+$10.1K2026-11-02
Arta Finance Wealth Management LLC
DECREASED357417-60-14%$286.4K$250.2K-$36.2K2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED356492-136-28%$338.0K$249.7K-$88.3K2026-10-30
Howard Bailey Securities, LLC
DECREASED355388-33-9%$266.5K$248.8K-$17.7K2026-10-27
Dynamic Financial Group
INCREASED355353+2+1%$242.6K$248.7K+$6.1K2026-10-28
Compass Financial Group, Inc.
UNCHANGED35535500%$243.8K$248.8K+$5.0K2026-11-06
Atlas Brown,Inc.
INCREASED354349+5+1%$239.7K$248.1K+$8.4K2026-10-09
Castle Rock Wealth Management, LLC
INCREASED353349+4+1%$239.4K$252.6K+$13.1K2026-10-09
Montz Harcus Wealth Management LLC
UNCHANGED35235200%$241.6K$246.6K+$4.9K2026-10-09
Keudell ison Wealth Management
NEW351—+351——$246.0K—2026-10-16
Goldstein Advisors, LLC
DECREASED351704-353-50%$483.5K$246.0K-$237.5K2026-10-15
Fusion Capital, LLC
DECREASED351358-7-2%$245.6K$246.2K+$6192026-10-28
Boomfish Wealth Group, LLC
DECREASED351357-6-2%$245.2K$246.0K+$8112026-10-22
Mindset Wealth Management, LLC
INCREASED350336+14+4%$230.8K$245.3K+$14.5K2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED35035000%$240.4K$245.3K+$4.9K2026-11-03
Cadinha & Co LLC
UNCHANGED35035000%$240.4K$245.3K+$4.9K2026-10-22
Silver Oak Advisory Group, Inc.
DECREASED349376-27-7%$257.0K$244.5K-$12.5K2026-11-06
One Advisory Partners, LLC
INCREASED347341+6+2%$234.2K$243.2K+$9.0K2026-10-22
Mueller Wealth, LLC
NEW346—+346——$242.7K—2026-11-05
Hummer Financial Advisory Services Inc
UNCHANGED34534500%$236.9K$241.8K+$4.8K2026-10-09
KW Wealth Management LLC
NEW344—+344——$241.6K—2026-10-28
Wealth Analytics Partners, LLC
UNCHANGED34234200%$236.4K$239.7K+$3.3K2026-10-19
Sterling Financial Planning, Inc.
INCREASED338328+10+3%$225.2K$236.6K+$11.4K2026-10-28
Oakmont Investment Advisors, Inc.
DECREASED337352-15-4%$242.0K$236.5K-$5.6K2026-10-21
Sicart Associates LLC
DECREASED336416-80-19%$285.7K$235.7K-$50.0K2026-10-29
HRC Wealth Management, LLC
INCREASED336335+1+0%$230.2K$235.5K+$5.3K2026-10-16
Tenzing Financial LLC
UNCHANGED33633600%$232.0K$236.7K+$4.7K2026-11-03
Hohimer Wealth Management, LLC
NEW335—+335——$234.6K—2026-11-04
Evergreen Advisors, LLC
NEW334—+334——$234.1K—2026-10-28
Baskin Financial Services Inc.
DECREASED334375-41-11%$258$234-$242026-10-19
Inlight Wealth Management, LLC
DECREASED334369-35-9%$253.7K$234.4K-$19.3K2026-10-21
Thompson Investment Management, Inc.
INCREASED333332+1+0%$228.1K$233.5K+$5.4K2026-10-14
Retiremitten Financial LLC
NEW332—+332——$235.7K—2026-11-05
Strategic Equity Management
DECREASED331473-142-30%$325.2K$232.0K-$93.2K2026-11-04
Triune Financial Partners, LLC
INCREASED331330+1+0%$227.0K$232.2K+$5.2K2026-11-03
Rothwell Investment Advisors, LLC
NEW329—+329——$230.6K—2026-11-06
Clearwater Capital Advisors, LLC
INCREASED329306+23+8%$210.3K$230.9K+$20.6K2026-11-06
Armstrong Henry H Associates Inc
DECREASED328418-90-22%$287.2K$230.1K-$57.1K2026-10-07
Elyxium Wealth, LLC
UNCHANGED32832800%$225.1K$229.7K+$4.6K2026-10-27
Avant Financial Advisors LLC
NEW327—+327——$229.5K—2026-11-02
Ironwood Wealth Management, Llc.
INCREASED327211+116+55%$145.2K$229.0K+$83.8K2026-10-28
Shore Point Advisors, LLC
NEW326—+326——$228.8K—2026-10-14
Portfolio Resources Advisor Group, Inc.
UNCHANGED32532500%$223.2K$227.8K+$4.6K2026-10-20
American State Bank (Iowa)
UNCHANGED32532500%$223.2K$227.8K+$4.6K2026-11-03
Argos Wealth Advisors, LLC
NEW322—+322——$225.7K—2026-11-02
O'Keefe Stevens Advisory, Inc.
INCREASED322321+1+0%$220.3K$225.4K+$5.1K2026-10-09
Atlas Private Wealth Advisors
UNCHANGED32132100%$220.2K$225.2K+$5.0K2026-10-23
Kings Path Partners LLC
INCREASED320319+1+0%$219.2K$224.1K+$4.9K2026-10-21
OmniStar Financial Group, Inc.
INCREASED317311+6+2%$213.6K$222.5K+$8.9K2026-10-26
Shah Wealth Advisors, LLC
INCREASED316307+9+3%$210.8K$221.2K+$10.5K2026-11-06
Johnson & White Wealth Management, LLC
UNCHANGED31531500%$216.3K$220.8K+$4.4K2026-11-03
Lifelong Wealth Advisors, Inc.
UNCHANGED31531500%$216.3K$220.8K+$4.4K2026-10-19
Kelly Financial Services LLC
NEW314—+314——$220.1K—2026-10-20
Investment Management Trust, LLC
INCREASED314313+1+0%$214.8K$219.7K+$5.0K2026-11-05
Todd Wealth Management, LLC
UNCHANGED31431400%$215.4K$220.0K+$4.5K2026-10-19
Lewis Asset Management, LLC
NEW313—+313——$219.2K—2026-10-14
Auxano Advisors, LLC
DECREASED312323-11-3%$221.9K$218.8K-$3.2K2026-11-06
Roxbury Financial LLC
INCREASED310295+15+5%$202.5K$217.2K+$14.7K2026-10-01
Baxter Bros Inc
NEW309—+309——$216.5K—2026-11-04
Sensenig Capital Advisors, Inc
NEW309—+309——$216.3K—2026-10-23
Financial Network Wealth Advisors LLC
INCREASED309111+198+178%$76.2K$216.6K+$140.3K2026-10-28
Trademark Financial Management, LLC
DECREASED309310-10%$212.9K$216.6K+$3.7K2026-10-23
Guidance Point Advisors, LLC
INCREASED308307+1+0%$211.8K$216.7K+$4.9K2026-10-15
Ring Mountain Capital, LLC
NEW307—+307——$215.1K—2026-10-13
North Berkeley Wealth Management, LLC
INCREASED307306+1+0%$210.3K$214.9K+$4.6K2026-11-02
Financial & Tax Architects, LLC
DECREASED3058,308-8,003-96%$5.7M$213.9K-$5.5M2026-10-15
SWP Financial LLC
DECREASED305312-7-2%$214.3K$213.8K-$5232026-10-23
Praetorian Wealth Management, Inc.
NEW304—+304——$213.5K—2026-10-16
Bauman Advisory Group, LLC
INCREASED304299+5+2%$205.2K$213.4K+$8.2K2026-10-29
Veltria Advisors Corp.
UNCHANGED30430400%$208.8K$213.1K+$4.3K2026-11-05
John A. Wolfe & Associates, Inc.
UNCHANGED30330300%$208.4K$212.8K+$4.3K2026-11-06
Dorato Capital Management
UNCHANGED30230200%$209.5K$215.7K+$6.2K2026-10-08
Barlow Wealth Partners, LLC
UNCHANGED30130100%$206.3K$215.6K+$9.3K2026-10-15
Jacksonville Wealth Management, LLC
NEW300—+300——$210.2K—2026-10-30
Providence First Trust Co
NEW300—+300——$210.3K—2026-11-02
BAM Wealth Management, LLC
INCREASED300298+2+1%$204.7K$210.3K+$5.6K2026-10-15
Garner Asset Management Corp
UNCHANGED30030000%$205.9K$210.8K+$5.0K2026-10-30
Clear Retirement Advice LLC
NEW299—+299——$209.6K—2026-10-22
Sonata Capital Group Inc
NEW299—+299——$209.6K—2026-10-19
Arbor Investment Advisors, LLC
NEW299—+299——$209.4K—2026-10-26
Smith Asset Management Co., LLC
NEW298—+298——$208.9K—2026-10-16
New Harbor Financial Group, LLC
DECREASED298309-11-4%$212.2K$208.9K-$3.4K2026-10-22
Wespac Advisors SoCal, LLC
DECREASED297308-11-4%$211.4K$208.3K-$3.1K2026-10-13
Semitam Bonam LLC
DECREASED297303-6-2%$207.9K$208.1K+$1292026-10-27
Lantz Financial LLC
INCREASED297296+1+0%$203.6K$207.8K+$4.2K2026-10-15
Cardinal Capital Management
UNCHANGED29729700%$204.0K$208.2K+$4.2K2026-10-21
Knuff & Co LLC
UNCHANGED29629600%$203.3K$207.5K+$4.2K2026-11-06
BostonPremier Wealth LLC
NEW295—+295——$206.4K—2026-10-16
Chiron Capital Management, LLC
DECREASED2951,449-1,154-80%$995.0K$206.7K-$788.4K2026-10-15
Congress Park Capital LLC
DECREASED295296-10%$203.4K$206.4K+$3.0K2026-10-13
Advocate Group LLC
UNCHANGED29529500%$202.9K$207.1K+$4.2K2026-10-19
Wagner Wealth Management, LLC
DECREASED294546-252-46%$375.0K$205.7K-$169.3K2026-10-21
Davis Capital Management
DECREASED292301-9-3%$206.9K$204.8K-$2.0K2026-10-08
Algorithmic Investment Models, LLC
NEW291—+291——$204.0K—2026-11-04
Certior Financial Group, LLC
DECREASED291307-16-5%$211.1K$203.7K-$7.5K2026-10-19
Parker Financial LLC
NEW290—+290——$203.2K—2026-11-05
Live Oak Private Wealth LLC
DECREASED290374-84-22%$256.9K$203.2K-$53.6K2026-11-02
Alessandra Capital Management, LLC
DECREASED290320-30-9%$219.8K$203.3K-$16.5K2026-10-30
Murphy Pohlad Asset Management LLC
NEW289—+289——$203.0K—2026-10-22
LWM Advisors Inc
NEW288—+288——$201.5K—2026-10-08
Disciplined Equity Management, Inc.
NEW288—+288——$201.8K—2026-10-14
Aldebaran Financial Inc.
NEW287—+287——$201.1K—2026-11-06
Smith Chas P & Associates PA Cpas
NEW286—+286——$200.8K—2026-10-22
Frisco Financial Planning LLC
INCREASED285263+22+8%$180.3K$199.9K+$19.6K2026-10-05
North Capital, Inc.
NEW284—+284——$203.2K—2026-10-16
Elevation Wealth Partners, LLC
DECREASED282290-8-3%$199.0K$197.6K-$1.4K2026-10-07
Aspect Partners, LLC
UNCHANGED28028000%$192.3K$196.2K+$3.9K2026-10-20
Creative Capital Management Investments LLC
INCREASED270249+21+8%$171.0K$189.2K+$18.2K2026-10-28
Reap Financial Group, LLC
UNCHANGED26926900%$184.5K$188.4K+$3.8K2026-11-02
Financial Management Professionals, Inc.
DECREASED265326-61-19%$224.1K$185.4K-$38.6K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED256232+24+10%$159.3K$179.5K+$20.3K2026-10-28
Clayton Financial Group LLC
NEW250—+250——$175.3K—2026-10-13
James T. Borello RIA
UNCHANGED24724700%$169.5K$172.9K+$3.5K2026-10-16
Putney Financial Group LLC
NEW240—+240——$168.2K—2026-10-30
Compass Wealth Management LLC
NEW240—+240——$168.2K—2026-10-22
BankChampaign, National Association
INCREASED240118+122+103%$81.0K$168.2K+$87.2K2026-10-19
Rydar Equities, Inc.
NEW226—+226——$161.6K—2026-10-13
POM Investment Strategies, LLC
DECREASED221231-10-4%$158.7K$155.0K-$3.8K2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED220150+70+47%$103.0K$153.9K+$50.9K2026-11-03
Frankly Finances, LLC
UNCHANGED22022000%$151.1K$154.2K+$3.1K2026-10-28
Your Advocates Ltd., LLP
DECREASED218264-46-17%$181.0K$152.6K-$28.4K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED216194+22+11%$133.3K$151.8K+$18.5K2026-10-16
Breakwater Investment Management
DECREASED212219-7-3%$150.4K$148.6K-$1.8K2026-10-20
Elevated Capital Advisors, LLC
INCREASED204196+8+4%$134.7K$143.1K+$8.4K2026-11-04
Spirit of America Management Corp
DECREASED201138,463-138,262-100%$202$143.7K+$143.5K2026-10-14
Gold Investment Management Ltd.
UNCHANGED19919900%$136.6K$139.4K+$2.8K2026-10-19
Bulwark Capital Corp
UNCHANGED19619600%$134.6K$137.4K+$2.8K2026-10-13
Mainstream Capital Management LLC
NEW192—+192——$134.6K—2026-10-23
NorthAvenue LLC
UNCHANGED18218200%$125.0K$127.6K+$2.6K2026-10-29
Goodman Advisory Group, LLC
NEW180—+180——$126.2K—2026-11-02
Horizon Financial Services, LLC
INCREASED17671+105+148%$48.8K$123.4K+$74.6K2026-11-04
Bank & Trust Co
UNCHANGED17217200%$118.1K$120.5K+$2.4K2026-10-07
Provident Wealth Management, LLC
DECREASED166343-177-52%$235.6K$116.3K-$119.2K2026-10-20
GGM Financial LLC
INCREASED165164+1+1%$112.9K$115.4K+$2.5K2026-11-05
Axiom Investment Management LLC
UNCHANGED16516500%$113.4K$115.9K+$2.5K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED16116100%$111$113+$22026-10-27
Sarver Vrooman Wealth Advisors
NEW157—+157——$110.0K—2026-10-01
Contravisory Investment Management, Inc.
INCREASED15061+89+146%$41.9K$105.5K+$63.6K2026-10-13
Acima Private Wealth, LLC
UNCHANGED15015000%$103.0K$105.1K+$2.1K2026-10-05
True Wealth Design, LLC
UNCHANGED14914900%$102.3K$104.4K+$2.1K2026-10-13
Mechanics Financial Corp
UNCHANGED14914900%$102.3K$104.4K+$2.1K2026-11-05
WPG Advisers, LLC
DECREASED148178-30-17%$122.3K$103.7K-$18.5K2026-10-27
Weaver Capital Management LLC
UNCHANGED14714700%$87.8K$103.2K+$15.4K2026-10-15
Noble Wealth Management PBC
INCREASED146141+5+4%$96.9K$102.5K+$5.5K2026-10-01
Vision Financial Markets LLC
INCREASED145141+4+3%$96.7K$101.9K+$5.3K2026-10-22
CGC Financial Services, LLC
DECREASED143165-22-13%$113.3K$100.2K-$13.1K2026-10-13
PFS Partners, LLC
DECREASED143144-1-1%$98.9K$100.4K+$1.5K2026-10-21
Cdkv Holdings LLC
UNCHANGED13913900%$95.8K$97.8K+$2.0K2026-10-28
Friedenthal Financial
INCREASED13720+117+585%$13.8K$96.2K+$82.3K2026-10-27
Hughes Financial Services, LLC
INCREASED12555+70+127%$37.8K$88.1K+$50.3K2026-10-30
Miller Global Investments, LLC
INCREASED11414+100+714%$9.8K$80.1K+$70.3K2026-10-02
Vima LLC
UNCHANGED11411400%$78.1K$79.9K+$1.8K2026-10-23
Navigoe, LLC
UNCHANGED11411400%$78.0K$79-$77.9K2026-11-04
Team Financial Group, LLC
NEW111—+111——$78.0K—2026-10-30
Lynch Asset Management, Inc.
UNCHANGED11011000%$75.5K$77.1K+$1.5K2026-10-28
Zeit Capital LLC
UNCHANGED10710700%$73.5K$75.0K+$1.5K2026-10-19
Redwood Park Advisors LLC
UNCHANGED10610600%$72.7K$74.4K+$1.7K2026-11-02
Hoey Investments, Inc
INCREASED9995+4+4%$65.2K$69.4K+$4.1K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED999900%$68.1K$69.6K+$1.6K2026-10-23
1620 Investment Advisors, Inc.
DECREASED95105-10-10%$72.4K$66.4K-$6.1K2026-11-04
Affinity Wealth LLC
NEW94—+94——$65.7K—2026-11-03
Raleigh Capital Management Inc.
NEW91—+91——$63.9K—2026-10-28
Eukles Asset Management
UNCHANGED909000%$61.8K$63.1K+$1.3K2026-11-04
EPG Wealth Management LLC
DECREASED88130-42-32%$89.3K$62.0K-$27.3K2026-11-03
Sima Wealth Partners, LLC
UNCHANGED888800%$60.7K$62.0K+$1.3K2026-10-19
Quaker Wealth Management, LLC
DECREASED87110-23-21%$75.8K$61.3K-$14.5K2026-10-22
Bay Harbor Wealth Management, LLC
UNCHANGED878700%$59.9K$61.2K+$1.2K2026-11-03
Arjuna Capital
NEW85—+85——$59.7K—2026-11-03
Carolina Wealth Advisors, LLC
NEW84—+84——$58.9K—2026-10-23
Advocate Investing Services LLC
UNCHANGED838300%$57.0K$58.2K+$1.2K2026-10-26
Rachor Investment Advisory Services, LLC
INCREASED6853+15+28%$36.7K$47.3K+$10.7K2026-10-29
Global Trust Asset Management, LLC
INCREASED6766+1+2%$45.6K$46.7K+$1.1K2026-10-19
Kozak & Associates, Inc.
INCREASED6357+6+11%$39.0K$44.7K+$5.7K2026-10-29
Elevate Wealth Advisory, Inc
NEW61—+61——$42.8K—2026-10-29
Strategic Advocates LLC
UNCHANGED575700%$39.5K$40.3K+$8072026-11-03
Carota Wealth Management
NEW56—+56——$39.2K—2026-11-03
Pflug Koory, LLC
UNCHANGED545400%$37.2K$38.1K+$8592026-10-26
Nvest Wealth Strategies, Inc.
INCREASED5242+10+24%$28.6K$36.2K+$7.7K2026-10-14
Valued Wealth Advisors LLC
INCREASED4517+28+165%$11.7K$31.5K+$19.9K2026-11-05
Horrell Capital Management, Inc.
UNCHANGED383800%$26.1K$26.6K+$5342026-10-08
Birch Capital Management, LLC
UNCHANGED373700%$25.4K$25.9K+$5202026-10-27
Torren Management, LLC
NEW35—+35——$24.5K—2026-10-29
RHL Group, LLC
DECREASED3548-13-27%$33.0K$24.5K-$8.4K2026-11-04
StrongBox Wealth, LLC
INCREASED3534+1+3%$23.4K$24.5K+$1.2K2026-11-02
Burkett Financial Services, LLC
UNCHANGED353500%$24.6K$25.1K+$5672026-10-01
Miller Wealth Advisors, LLC
INCREASED3433+1+3%$22.9K$23.5K+$5782026-11-02
Milestone Investment Advisors LLC
UNCHANGED343400%$23.4K$23.8K+$4782026-11-05
Blueline Advisors LLC
NEW33—+33——$22.9K—2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED252500%$17.0K$18-$17.0K2026-10-14
Meriwether Wealth & Planning, LLC
NEW24—+24——$16.8K—2026-10-13
Mountain Hill Investment Partners Corp.
NEW20—+20——$14.1K—2026-10-23
Bare Financial Services, Inc
DECREASED1830-12-40%$20.6K$12.6K-$8.0K2026-11-04
Hara Capital LLC
UNCHANGED171700%$11.8K$12.1K+$2422026-10-30
Cardinal Strategic Wealth Guidance
NEW14—+14——$9.8K—2026-11-02
Cedar Mountain Advisors, LLC
DECREASED1477-63-82%$53.0K$9.9K-$43.1K2026-10-15
Sherman Asset Management, Inc.
DECREASED1416-2-12%$11.0K$9.8K-$1.2K2026-11-05
New England Capital Financial Advisors LLC
DECREASED1415-1-7%$10.3K$9.8K-$4902026-11-03
Arvest Investments, Inc.
DECREASED1318-5-28%$12.4K$9.1K-$3.3K2026-10-21
Winthrop Capital Management, LLC
UNCHANGED131300%$9.0K$9.1K+$1112026-11-05
Acumen Wealth Advisors, LLC
NEW12—+12——$8.4K—2026-11-05
Barnes Dennig Private Wealth Management LLC
UNCHANGED121200%$8.6K$8.5K-$502026-10-30
Granville Capital, Inc.
UNCHANGED7700%$4.8K$4.9K+$982026-11-05
CKW Financial Group
DECREASED67-1-14%$5$4-$12026-10-29
10Elms LLP
UNCHANGED5500%$3.5K$3.5K+$712026-11-06
Bernzott Capital Advisors
NEW1—+1——$701—2026-10-29
Decker Retirement Planning Inc.
UNCHANGED1100%$687$701+$142026-10-19
Afbi LP
CLOSED0309,100-309,100-100%$212.3M$0-$212.3M2026-11-06
TRB Advisors LP
CLOSED0150,000-150,000-100%$103.0M$0-$103.0M2026-11-03
Jefferies Financial Group Inc.
CLOSED0115,167-115,167-100%$79.1M$0-$79.1M2026-11-05
Scarborough Advisors, LLC
CLOSED068,269-68,269-100%$46.6M$0-$46.6M2026-10-16
WealthCare Asset Management, LLC
CLOSED059,474-59,474-100%$40.8M$0-$40.8M2026-10-26
Hikari Power Ltd
CLOSED019,200-19,200-100%$13.2M$0-$13.2M2026-10-30
Wellington Shields Capital Management, LLC
CLOSED018,075-18,075-100%$12.4M$0-$12.4M2026-11-03
ARS Wealth Advisors Group, LLC
CLOSED010,742-10,742-100%$7.4M$0-$7.4M2026-10-16
TBH Global Asset Management, LLC
CLOSED03,840-3,840-100%$2.6M$0-$2.6M2026-11-03
Provident Investment Management, Inc.
CLOSED03,731-3,731-100%$2.6M$0-$2.6M2026-10-23
Sunesis Advisors, LLC
CLOSED02,965-2,965-100%$2.0M$0-$2.0M2026-10-26
Teamwork Financial Advisors, LLC
CLOSED02,701-2,701-100%$1.9M$0-$1.9M2026-10-19
Doliver Advisors, LP
CLOSED02,213-2,213-100%$1.5M$0-$1.5M2026-10-01
OceanIQ Capital, LLC
CLOSED01,764-1,764-100%$1.2M$0-$1.2M2026-10-19
Northcape Wealth Management, LLC
CLOSED01,150-1,150-100%$789.8K$0-$789.8K2026-11-04
Kelleher Financial Advisors
CLOSED01,119-1,119-100%$768.5K$0-$768.5K2026-10-30
Philip James Wealth Mangement, LLC
CLOSED0940-940-100%$645.8K$0-$645.8K2026-10-27
Golden Reserve Retirement LLC
CLOSED0874-874-100%$600.3K$0-$600.3K2026-11-02
Taylor Financial Group, Inc.
CLOSED0867-867-100%$595.6K$0-$595.6K2026-11-02
Newport Capital Group, LLC
CLOSED0838-838-100%$578.1K$0-$578.1K2026-10-16
Excalibur Management Corp
CLOSED0775-775-100%$532.3K$0-$532.3K2026-11-02
HBE Wealth Management, LLC
CLOSED0591-591-100%$405.9K$0-$405.9K2026-11-06
Rockport Wealth LLC
CLOSED0553-553-100%$379.8K$0-$379.8K2026-11-03
Quintet Private Bank (Europe) S.A.
CLOSED0515-515-100%$353.7K$0-$353.7K2026-10-08
Opus Financial Solutions LLC
CLOSED0512-512-100%$351.6K$0-$351.6K2026-11-06
VCI Wealth Management LLC
CLOSED0510-510-100%$350.3K$0-$350.3K2026-10-29
Harpswell Capital Advisors, LLC
CLOSED0506-506-100%$347.5K$0-$347.5K2026-10-09
Burke & Herbert Bank & Trust Co
CLOSED0502-502-100%$344.8K$0-$344.8K2026-11-02
Oak Grove Capital LLC
CLOSED0500-500-100%$343.4K$0-$343.4K2026-10-09
Riggs Asset Managment Co. Inc.
CLOSED0420-420-100%$288.2K$0-$288.2K2026-11-05
PUREfi Wealth, LLC
CLOSED0419-419-100%$287.8K$0-$287.8K2026-10-19
Core Wealth Management, Inc.
CLOSED0413-413-100%$283.7K$0-$283.7K2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED0402-402-100%$276.1K$0-$276.1K2026-10-16
Mainsail Asset Management, LLC
CLOSED0366-366-100%$250.0K$0-$250.0K2026-10-14
GLR Partners, LLC
CLOSED0350-350-100%$240.4K$0-$240.4K2026-11-04
Brown Financial Advisory
CLOSED0335-335-100%$229.8K$0-$229.8K2026-11-05
Global Trust Wealth Management LLC
CLOSED0326-326-100%$224.2K$0-$224.2K2026-10-14
Old Mission Investment Co LLC
CLOSED0326-326-100%$224.0K$0-$224.0K2026-10-22
Corrado Advisors, LLC
CLOSED0316-316-100%$217.0K$0-$217.0K2026-10-27
Seven Post Investment Office LP
CLOSED0304-304-100%$208.8K$0-$208.8K2026-10-26
Stonehearth Capital Management, LLC
CLOSED0297-297-100%$204.0K$0-$204.0K2026-10-13
Wealthcare Capital Partners, LLC
CLOSED0295-295-100%$202.8K$0-$202.8K2026-10-21
Eagle Bluffs Wealth Management LLC
CLOSED0293-293-100%$201.1K$0-$201.1K2026-10-20
Family Legacy Financial Solutions, LLC
CLOSED0234-234-100%$160.7K$0-$160.7K2026-10-07
Founders Capital Management
CLOSED0128-128-100%$87.9K$0-$87.9K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED077-77-100%$53.2K$0-$53.2K2026-10-26
Alpha Wealth Funds, LLC
CLOSED063-63-100%$43.3K$0-$43.3K2026-11-05
Wellington Shields & Co., LLC
CLOSED057-57-100%$39.1K$0-$39.1K2026-11-03
Aventus Investment Advisors, Inc.
CLOSED01-1-100%$687$0-$6872026-10-09
Alaska Permanent Fund Corp
CLOSED01-1-100%$0$0$02026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$561.1K$944.4K+$383.3K2026-10-29
Vanguard Global Advisers, LLC
N/A—41,269,848-41,269,848-100%$28.3B———
Raymond James Financial Inc
N/A—31,148,382-31,148,382-100%$21.4B———
California Public Employees Retirement System
N/A—30,713,968-30,713,968-100%$21.1B———
Bank of America Corp
N/A—27,849,974-27,849,974-100%$19.1B———
Morgan Stanley
N/A—24,882,329-24,882,329-100%$17.1B———
JPMorgan Chase & Co
N/A—23,987,874-23,987,874-100%$16.3B———
Jones Financial Companies Lllp
N/A—18,541,326-18,541,326-100%$12.4B———
Goldman Sachs Group Inc
N/A—15,458,745-15,458,745-100%$10.6B———
Envestnet Asset Management Inc
N/A—10,822,531-10,822,531-100%$7.4B———
Acorns Advisers, LLC
N/A—9,716,948-9,716,948-100%$6.7B———
Royal Bank of Canada
N/A—8,401,516-8,401,516-100%$5.8B———
Teacher Retirement System of Texas
N/A—7,762,285-7,762,285-100%$5.3B———
Wells Fargo & Company
N/A—6,461,383-6,461,383-100%$4.4B———
Mercer Global Advisors Inc
N/A—5,462,185-5,462,185-100%$3.8B———
Cerity Partners LLC
N/A—5,299,979-5,299,979-100%$3.6B———
UBS Group AG
N/A—4,773,701-4,773,701-100%$3.3B———
Clal Insurance Enterprises Holdings Ltd
N/A—4,469,484-4,469,484-100%$3.1B———
Ameriprise Financial Inc
N/A—4,384,186-4,384,186-100%$3.0B———
Innovator Capital Management, LLC
N/A—4,290,863-4,290,863-100%$2.9B———
Alberta Investment Management Corp
N/A—3,880,748-3,880,748-100%$2.7B———
Northwestern Mutual Wealth Management Co
N/A—3,216,197-3,216,197-100%$2.2B———
HighTower Advisors, LLC
N/A—2,758,297-2,758,297-100%$1.9B———
Cambridge Associates LLC
N/A—2,754,197-2,754,197-100%$1.9B———
Focus Partners Wealth
N/A—2,688,933-2,688,933-100%$1.8B———
Natixis Advisors, LLC
N/A—2,380,406-2,380,406-100%$1.6B———
BlackRock, Inc.
N/A—2,282,662-2,282,662-100%$1.6B———
Cetera Investment Advisers
N/A—2,217,564-2,217,564-100%$1.5B———
FJ Investments, LLC
N/A—2,108,696-2,108,696-100%$1.4B———
Bank of Korea
N/A—1,923,442-1,923,442-100%$1.3B———
Trans-Canada Capital Inc.
N/A—1,921,146-1,921,146-100%$1.3B———
Pathstone Holdings, LLC
N/A—1,891,310-1,891,310-100%$1.3B———
Glenmede Trust Co NA
N/A—1,843,153-1,843,153-100%$1.3B———
Millennium Management LLC
N/A—1,825,001-1,825,001-100%$1.3B———
Stifel Financial Corp
N/A—1,667,490-1,667,490-100%$1.1B———
Alliancebernstein L.P.
N/A—1,632,523-1,632,523-100%$975.5M———
United Capital Financial Advisors, LLC
N/A—1,606,745-1,606,745-100%$1.1B———
USS Investment Management Ltd
N/A—1,569,585-1,569,585-100%$1.1B———
Freestone Grove Partners LP
N/A—1,501,826-1,501,826-100%$1.0B———
Osaic Holdings, Inc.
N/A—1,500,334-1,500,334-100%$1.0B———
Manufacturers Life Insurance Company, the
N/A—1,472,234-1,472,234-100%$1.0B———
Bank of Montreal
N/A—1,469,667-1,469,667-100%$1.0B———
CIBC Bancorp USA Inc.
N/A—1,464,441-1,464,441-100%$1.0B———
Rockefeller Capital Management L.P.
N/A—1,452,227-1,452,227-100%$997.4M———
Prudential Financial Inc
N/A—1,449,018-1,449,018-100%$995.2M———
JMG Financial Group, Ltd.
N/A—1,406,914-1,406,914-100%$966.3M———
Cresset Asset Management, LLC
N/A—1,292,710-1,292,710-100%$887.8M———
Dumac, Inc.
N/A—1,223,510-1,223,510-100%$840.3M———
Schroder Investment Management Group
N/A—1,219,824-1,219,824-100%$830.7M———
Captrust Financial Advisors
N/A—1,197,901-1,197,901-100%$822.7M———
Beacon Pointe Advisors, LLC
N/A—1,176,174-1,176,174-100%$807.8M———
Wealthspire Advisors, LLC
N/A—1,154,326-1,154,326-100%$792.8M———
Systematic Alpha Investments, LLC
N/A—1,132,544-1,132,544-100%$777.8M———
Element Capital Management LLC
N/A—1,022,597-1,022,597-100%$702.3M———
Baird Financial Group, Inc.
N/A—970,022-970,022-100%$666.2M———
Summit Trail Advisors, LLC
N/A—944,467-944,467-100%$648.7M———
AQR Capital Management LLC
N/A—944,297-944,297-100%$648.6M———
Pandi, LLC
N/A—942,369-942,369-100%$647.2M———
Nepc LLC
N/A—941,895-941,895-100%$646.9M———
Omers Administration Corp
N/A—892,933-892,933-100%$612.9M———
Wealthfront Advisers LLC
N/A—883,355-883,355-100%$606.7M———
Capstone Investment Advisors, LLC
N/A—857,924-857,924-100%$589.2M———
MML Investors Services, LLC
N/A—853,265-853,265-100%$586.0M———
Neuberger Berman Group LLC
N/A—845,691-845,691-100%$580.8M———
Call To Action Foundation
N/A—842,980-842,980-100%$579.0M———
Mariner, LLC
N/A—816,784-816,784-100%$560.9M———
Quantinno Capital Management LP
N/A—771,671-771,671-100%$530.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—770,657-770,657-100%$529.3M———
West Virginia University Foundation, Inc
N/A—770,596-770,596-100%$529.3M———
Alerus Financial NA
N/A—749,797-749,797-100%$515.0M———
Macquarie Group LTD
N/A—743,013-743,013-100%$510.3M———
Norinchukin Bank, The
N/A—733,080-733,080-100%$503.5M———
Vanguard Advisers Inc
N/A—731,870-731,870-100%$502.7M———
Bessemer Group Inc
N/A—717,731-717,731-100%$492.9M———
FMR LLC
N/A—716,941-716,941-100%$492.4M———
NewEdge Advisors, LLC
N/A—684,968-684,968-100%$470.4M———
Susquehanna International Group, LLP
N/A—643,313-643,313-100%$441.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—640,887-640,887-100%$440.2M———
Wellington Management Group LLP
N/A—621,921-621,921-100%$427.1M———
Investure, LLC
N/A—617,166-617,166-100%$423.9M———
Roehl & Yi Investment Advisors, LLC
N/A—614,271-614,271-100%$15.7M———
Kensington Asset Management, LLC
N/A—609,865-609,865-100%$418.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—606,086-606,086-100%$416.3M———
NorthRock Partners, LLC
N/A—599,760-599,760-100%$411.9M———
Apollo Management Holdings, L.P.
N/A—592,238-592,238-100%$406.8M———
SHP Wealth Management
N/A—575,720-575,720-100%$395.4M———
National Philanthropic Trust
N/A—560,071-560,071-100%$384.7M———
Keel Point, LLC
N/A—557,683-557,683-100%$383.0M———
IEQ Capital, LLC
N/A—552,132-552,132-100%$379.2M———
Nomura Asset Management International Inc.
N/A—550,176-550,176-100%$377.9M———
Ossiam
N/A—550,000-550,000-100%$377.7M———
Khazanah Nasional Berhad
N/A—547,145-547,145-100%$375.8M———
State Farm Mutual Automobile Insurance Co
N/A—538,489-538,489-100%$369.8M———
M&T Bank Corp
N/A—533,520-533,520-100%$366.4M———
Wellspring Financial Advisors, LLC
N/A—521,959-521,959-100%$12.3M———
Sand Hill Global Advisors, LLC
N/A—514,982-514,982-100%$353.7M———
JBF Capital, Inc.
N/A—509,121-509,121-100%$349.7M———
BOK Financial Private Wealth, Inc.
N/A—508,379-508,379-100%$349.2M———
EP Wealth Advisors, LLC
N/A—505,167-505,167-100%$347.0M———
Brown Advisory Inc
N/A—486,164-486,164-100%$333.9M———
Steward Partners Investment Advisory, LLC
N/A—474,935-474,935-100%$326.2M———
Stephens Greth Foundation
N/A—464,837-464,837-100%$319.3M———
SUN Life Financial Inc
N/A—464,796-464,796-100%$319.2M———
Bridgewater Associates, LP
N/A—458,381-458,381-100%$314.8M———
Sanctuary Advisors, LLC
N/A—450,098-450,098-100%$309.1M———
Jabodon PT Co
N/A—448,017-448,017-100%$307.7M———
Northern Trust Corp
N/A—445,115-445,115-100%$305.7M———
Jupiter Topco LLC
N/A—441,653-441,653-100%$303.3M———
Savvy Advisors, Inc.
N/A—433,099-433,099-100%$297.5M———
Allianz Asset Management GmbH
N/A—432,842-432,842-100%$297.3M———
First Manhattan Co. Llc.
N/A—430,074-430,074-100%$295.4M———
SCS Capital Management LLC
N/A—427,902-427,902-100%$293.9M———
Janney Montgomery Scott LLC
N/A—423,413-423,413-100%$290.8M———
Invictus Private Wealth, LLC
N/A—422,331-422,331-100%$290.1M———
Blair William & Co
N/A—419,372-419,372-100%$288.0M———
Harbour Investments, Inc.
N/A—414,994-414,994-100%$285.0M———
Smithfield Trust Co
N/A—411,578-411,578-100%$282.6M———
Intrust Bank NA
N/A—397,829-397,829-100%$273.2M———
Betterment LLC
N/A—385,170-385,170-100%$264.5M———
Lincoln National Corp
N/A—380,227-380,227-100%$261.1M———
Old Mission Capital LLC
N/A—371,024-371,024-100%$254.8M———
Karpus Management, Inc.
N/A—366,496-366,496-100%$251.7M———
Bartlett & Co. Wealth Management LLC
N/A—361,789-361,789-100%$248.5M———
Coldstream Capital Management Inc
N/A—361,351-361,351-100%$248.2M———
Stratos Wealth Partners, Ltd.
N/A—360,451-360,451-100%$247.6M———
GeoWealth Management, LLC
N/A—357,401-357,401-100%$245.5M———
MAI Capital Management
N/A—355,449-355,449-100%$244.1M———
Nissay Asset Management Corp N
N/A—353,867-353,867-100%$243.0M———
&partners
N/A—353,195-353,195-100%$241.1M———
Pinnacle Financial Partners, Inc.
N/A—349,813-349,813-100%$240.3M———
Zhang Financial LLC
N/A—342,986-342,986-100%$235.6M———
Welch Capital Partners LLC
N/A—341,085-341,085-100%$234.3M———
JDM Financial Group LLC
N/A—340,560-340,560-100%$19.9M———
Vanguard National Trust Co
N/A—340,287-340,287-100%$233.7M———
AE Wealth Management LLC
N/A—332,032-332,032-100%$228.0M———
WIT, LLC
N/A—330,403-330,403-100%$226.9M———
Wallace Foundation
N/A—330,139-330,139-100%$226.7M———
First American Financial Corp
N/A—326,076-326,076-100%$224.0M———
Trajan Wealth LLC
N/A—321,956-321,956-100%$221.1M———
Strategic Investment Advisors / MI
N/A—313,430-313,430-100%$215.3M———
Equitable Holdings, Inc.
N/A—312,492-312,492-100%$214.6M———
Franklin Resources Inc
N/A—311,851-311,851-100%$214.2M———
Jump Financial, LLC
N/A—299,596-299,596-100%$205.8M———
Federation des caisses Desjardins du Quebec
N/A—291,353-291,353-100%$200.0M———
Integrated Wealth Concepts LLC
N/A—290,969-290,969-100%$199.8M———
Bogart Wealth, LLC
N/A—287,374-287,374-100%$197.4M———
Glassman Wealth Services
N/A—286,579-286,579-100%$196.8M———
Gotham Asset Management, LLC
N/A—286,051-286,051-100%$196.5M———
Wescott Financial Advisory Group, LLC
N/A—285,055-285,055-100%$195.8M———
Peapack Gladstone Financial Corp
N/A—283,931-283,931-100%$195.0M———
American Trust
N/A—283,744-283,744-100%$194.9M———
Vestmark Advisory Solutions, Inc.
N/A—279,177-279,177-100%$191.7M———
State of Tennessee, Department of Treasury
N/A—277,910-277,910-100%$190.9M———
Circle Wealth Management, LLC
N/A—277,855-277,855-100%$190.8M———
Envestnet Portfolio Solutions, Inc.
N/A—276,737-276,737-100%$190.1M———
Fairfield University
N/A—272,430-272,430-100%$187.1M———
HSBC Holdings PLC
N/A—266,610-266,610-100%$183.1M———
Bouchey Financial Group, Ltd.
N/A—253,312-253,312-100%$174.0M———
Permanent Capital Management, LP
N/A—253,227-253,227-100%$173.9M———
Sentry Investment Management LLC
N/A—244,554-244,554-100%$168.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—244,172-244,172-100%$168.1M———
Woodbridge Co LTD
N/A—243,800-243,800-100%$167.4M———
Ancora Advisors LLCA
N/A—243,721-243,721-100%$167.4M———
World Investment Advisors
N/A—236,304-236,304-100%$143.4M———
Hirtle & Co., LLC
N/A—235,658-235,658-100%$161.9M———
Private Advisor Group, LLC
N/A—234,959-234,959-100%$161.4M———
Waverly Advisors, LLC
N/A—232,429-232,429-100%$159.6M———
Goldstone Financial Group, LLC
N/A—230,142-230,142-100%$158.1M———
Cerity Partners Ocio LLC
N/A—228,001-228,001-100%$156.6M———
SEI Investments Co
N/A—220,750-220,750-100%$151.6M———
First Western Trust Bank
N/A—219,510-219,510-100%$150.8M———
Mayport, LLC
N/A—218,387-218,387-100%$150.0M———
American Family Investments, Inc.
N/A—217,810-217,810-100%$149.6M———
TLT Family Holdco ULC
N/A—212,750-212,750-100%$146.1M———
Proficio Capital Partners LLC
N/A—212,237-212,237-100%$145.8M———
NewEdge Wealth, LLC
N/A—209,049-209,049-100%$143.6M———
Banco Santander, S.A.
N/A—202,961-202,961-100%$139.4M———
Quest Investment Management LLC
N/A—199,754-199,754-100%$137.2M———
Liberty Mutual Group Asset Management Inc.
N/A—197,323-197,323-100%$135.5M———
Commerce Bank
N/A—195,515-195,515-100%$134.3M———
Caprock Group, LLC
N/A—194,593-194,593-100%$133.6M———
Common Fund for Nonprofit Organizations
N/A—191,152-191,152-100%$131.3M———
Hancock Prospecting Pty Ltd
N/A—190,000-190,000-100%$130.5M———
BTG Pactual Asset Management US LLC
N/A—189,201-189,201-100%$129.9M———
Redwood Investment Management, LLC
N/A—188,831-188,831-100%$129.7M———
Pure Financial Advisors, LLC
N/A—185,563-185,563-100%$127.4M———
Hamilton Capital Partners Inc.
N/A—185,198-185,198-100%$127.2M———
CIBC World Market Inc.
N/A—185,055-185,055-100%$127.1M———
Range Advisory, LLC
N/A—183,608-183,608-100%$126.1M———
OneDigital Investment Advisors LLC
N/A—182,723-182,723-100%$125.5M———
Arkos Global Advisors
N/A—179,471-179,471-100%$123.3M———
Callan Family Office, LLC
N/A—178,743-178,743-100%$122.8M———
Evelyn Partners Group Ltd
N/A—176,300-176,300-100%$24.8M———
Proffitt & Goodson Inc
N/A—172,980-172,980-100%$118.8M———
Summit Financial, LLC
N/A—172,958-172,958-100%$118.8M———
OneAscent Financial Services LLC
N/A—167,582-167,582-100%$115.1M———
Partners Capital Investment Group, LLP
N/A—166,503-166,503-100%$114.4M———
Manning & Napier Advisors LLC
N/A—166,411-166,411-100%$114.3M———
Huntington National Bank
N/A—165,235-165,235-100%$113.5M———
Ironclad Investments LLC
N/A—164,258-164,258-100%$112.8M———
Keewaydin Investments LLC
N/A—162,462-162,462-100%$111.6M———
Marex Group Ltd
N/A—161,357-161,357-100%$110.8M———
Trevian Wealth Management LLC
N/A—157,778-157,778-100%$108.4M———
Kingsview Wealth Management, LLC
N/A—156,519-156,519-100%$107.5M———
Aptus Capital Advisors, LLC
N/A—156,472-156,472-100%$107.5M———
Beaird Harris Wealth Management, LLC
N/A—156,202-156,202-100%$107.3M———
Ensign Peak Advisors, Inc
N/A—151,611-151,611-100%$104.1M———
Geneos Wealth Management Inc.
N/A—151,524-151,524-100%$104.1M———
Chai Trust Co LLC
N/A—149,956-149,956-100%$103.0M———
a16z Perennial Management, L.P.
N/A—147,401-147,401-100%$100.8M———
Evercore Wealth Management, LLC
N/A—146,121-146,121-100%$100.4M———
Toronto Dominion Bank
N/A—144,159-144,159-100%$99.0M———
CFO4Life Group, LLC
N/A—144,155-144,155-100%$99.0M———
MJP Associates Inc
N/A—143,107-143,107-100%$98.3M———
Elm Partners Management LLC
N/A—141,560-141,560-100%$97.2M———
Webster Bank, N. A.
N/A—141,343-141,343-100%$97.1M———
Scotia Capital Inc.
N/A—139,492-139,492-100%$95.8M———
Capital Group Private Client Services, Inc.
N/A—138,584-138,584-100%$95.2M———
Composition Wealth, LLC
N/A—134,610-134,610-100%$92.5M———
Bank Hapoalim BM
N/A—132,090-132,090-100%$90.7M———
Standard Family Office LLC
N/A—128,996-128,996-100%$88.6M———
Tiaa Trust, National Association
N/A—128,542-128,542-100%$88.3M———
Brio Consultants, LLC
N/A—127,028-127,028-100%$87.2M———
MA Private Wealth
N/A—125,554-125,554-100%$86.2M———
Summit Wealth Group, LLC
N/A—123,620-123,620-100%$84.9M———
Francis Financial, Inc.
N/A—122,978-122,978-100%$84.5M———
Thoroughbred Financial Services, LLC
N/A—122,838-122,838-100%$25.0K———
National Bank of Canada
N/A—120,974-120,974-100%$82.8M———
Mcmorgan & Co LLC
N/A—120,533-120,533-100%$82.8M———
Prudential PLC
N/A—119,532-119,532-100%$82.1M———
Mutual Advisors, LLC
N/A—119,493-119,493-100%$82.1M———
Rehmann Capital Advisory Group
N/A—119,369-119,369-100%$82.0M———
Ciovacco Capital Management LLC
N/A—116,864-116,864-100%$80.3M———
O'shaughnessy Asset Management, LLC
N/A—116,162-116,162-100%$79.8M———
Arax Advisory Partners
N/A—115,381-115,381-100%$79.2M———
Ballentine Partners, LLC
N/A—115,207-115,207-100%$79.1M———
Pandowealth. LLC
N/A—113,472-113,472-100%$4.8M———
Stephens Inc
N/A—113,290-113,290-100%$77.8M———
Polar Asset Management Partners Inc.
N/A—113,098-113,098-100%$77.7M———
Gentry Private Wealth, LLC
N/A—111,345-111,345-100%$76.5M———
Lansing Street Advisors
N/A—110,951-110,951-100%$76.2M———
New England Asset Management Inc
N/A—106,585-106,585-100%$73.2M———
Rathbones Group PLC
N/A—106,152-106,152-100%$72.9M———
Hollencrest Capital Management
N/A—105,611-105,611-100%$72.5M———
Itau Unibanco Holding S.A.
N/A—105,568-105,568-100%$72.5M———
Fiduciary Group, LLC
N/A—103,990-103,990-100%$71.4M———
Progeny 3, Inc.
N/A—103,300-103,300-100%$70.9M———
Freestone Capital Holdings, LLC
N/A—101,967-101,967-100%$70.0M———
Sierra Capital LLC
N/A—100,535-100,535-100%$69.0M———
Guardian Wealth Advisors, LLC / NC
N/A—99,947-99,947-100%$68.6M———
BNP Paribas Financial Markets
N/A—99,123-99,123-100%$68.1M———
Gladstone Institutional Advisory LLC
N/A—97,638-97,638-100%$67.1M———
Dunhill Financial, LLC
N/A—97,277-97,277-100%$66.9M———
Roundview Capital LLC
N/A—97,191-97,191-100%$66.8M———
Citadel Advisors LLC
N/A—96,708-96,708-100%$66.4M———
LM Advisors LLC
N/A—96,457-96,457-100%$66.2M———
Ameritas Advisory Services, LLC
N/A—96,131-96,131-100%$66.0M———
Boston Family Office LLC
N/A—94,960-94,960-100%$65.2M———
United Services Automobile Association
N/A—92,692-92,692-100%$63.7M———
Optas, LLC
N/A—92,073-92,073-100%$63.2M———
Crestmont Private Wealth LLC
N/A—92,063-92,063-100%$63.2M———
Jasper Ridge Partners, L.P.
N/A—91,404-91,404-100%$62.8M———
CreativeOne Wealth, LLC
N/A—90,453-90,453-100%$62.1M———
Foundations Investment Advisors, LLC
N/A—90,423-90,423-100%$62.1M———
Fort Point Capital Partners LLC
N/A—88,406-88,406-100%$60.7M———
Frazier Financial Advisors, LLC
N/A—87,648-87,648-100%$60.2M———
Fidelis Capital Partners, LLC
N/A—87,117-87,117-100%$59.8M———
QRG Capital Management, Inc.
N/A—86,890-86,890-100%$59.7M———
RWA Wealth Partners, LLC
N/A—84,891-84,891-100%$58.3M———
Drucker Wealth 3.0, LLC
N/A—84,508-84,508-100%$58.0M———
AlTi Global, Inc.
N/A—84,212-84,212-100%$57.8M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—83,414-83,414-100%$57.3M———
EMC Capital Management
N/A—83,223-83,223-100%$57.2M———
Nicolet Bankshares Inc
N/A—82,963-82,963-100%$57.1M———
Topsail Wealth Management, LLC
N/A—82,364-82,364-100%$56.6M———
Zurich Insurance Group Ltd
N/A—82,114-82,114-100%$56.4M———
Bravera Wealth
N/A—81,861-81,861-100%$56.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—81,566-81,566-100%$56.0M———
Fiduciary Wealth Partners, LLC
N/A—79,623-79,623-100%$54.7M———
TrueWealth Financial Partners
N/A—79,595-79,595-100%$54.7M———
IFG Advisory, LLC
N/A—79,327-79,327-100%$54.5M———
Resolute Advisors LLC
N/A—79,256-79,256-100%$54.4M———
Resolute Capital, LLC
N/A—79,109-79,109-100%$54.3M———
Sompo Asset Management Co., Ltd.
N/A—77,222-77,222-100%$53.0M———
Fiduciary Trust Co
N/A—77,057-77,057-100%$52.9M———
Lepercq De Neuflize Asset Management LLC
N/A—76,411-76,411-100%$52.5M———
Allianz SE
N/A—75,646-75,646-100%$52.0M———
Steffes Financial, Ltd.
N/A—74,410-74,410-100%$51.1M———
Global Retirement Partners, LLC
N/A—73,634-73,634-100%$50.6M———
Seeds Investor LLC
N/A—72,166-72,166-100%$49.6M———
Galilei Investment Office LLP
N/A—71,908-71,908-100%$49.4M———
Banco BTG Pactual S.A.
N/A—70,918-70,918-100%$48.7M———
Focus Partners Advisor Solutions, LLC
N/A—70,775-70,775-100%$48.6M———
Leavell Investment Management, Inc.
N/A—70,652-70,652-100%$48.5M———
Johnson Investment Counsel Inc
N/A—69,531-69,531-100%$47.8M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—68,323-68,323-100%$46.9M———
Kintra Wealth, LLC
N/A—67,651-67,651-100%$48.4M———
Atom Investors LP
N/A—66,972-66,972-100%$46.0M———
Power Alpha Investment Ltd
N/A—66,600-66,600-100%$45.7M———
Sequoia Financial Advisors, LLC
N/A—66,567-66,567-100%$45.7M———
Unconventional Investor, LLC
N/A—64,399-64,399-100%$44.2M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—63,916-63,916-100%$44.0M———
Bleakley Financial Group, LLC
N/A—63,597-63,597-100%$43.7M———
Atlas Legacy Advisors, LLC
N/A—63,587-63,587-100%$43.7M———
Belpointe Asset Management LLC
N/A—63,511-63,511-100%$43.6M———
Argent Trust Co
N/A—63,463-63,463-100%$43.6M———
Spirepoint Private Client, LLC
N/A—62,537-62,537-100%$43.0M———
Front Street Capital Management, Inc.
N/A—61,985-61,985-100%$42.6M———
Passaic Partners LLC
N/A—61,884-61,884-100%$42.5M———
Ethos Financial Group, LLC
N/A—61,398-61,398-100%$41.2M———
Clifford Group, LLC
N/A—61,299-61,299-100%$42.1M———
Centric Wealth Management
N/A—60,977-60,977-100%$41.8M———
Applied Capital LLC
N/A—60,362-60,362-100%$41.5M———
Okabena Investment Services Inc
N/A—60,275-60,275-100%$41.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—60,032-60,032-100%$41.2M———
Smartleaf Asset Management LLC
N/A—59,787-59,787-100%$40.7M———
First National Bank of Omaha
N/A—59,625-59,625-100%$40.9M———
Vident Advisory, LLC
N/A—58,597-58,597-100%$40.2M———
Venturi Wealth Management, LLC
N/A—58,334-58,334-100%$40.1M———
Financial Sense Advisors, Inc.
N/A—58,299-58,299-100%$40.0M———
EFG International AG
N/A—57,863-57,863-100%$39.7M———
Park Presidio Capital LLC
N/A—57,684-57,684-100%$39.6M———
Bluespring Wealth Management, LLC
N/A—57,356-57,356-100%$39.4M———
Advisory Services Network, LLC
N/A—57,023-57,023-100%$39.2M———
Kovack Advisors, Inc.
N/A—56,901-56,901-100%$39.0M———
Aspire Capital Advisors LLC
N/A—56,453-56,453-100%$38.8M———
Ameritas Investment Partners, Inc.
N/A—56,066-56,066-100%$38.5M———
BBR Partners, LLC
N/A—55,497-55,497-100%$38.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—54,420-54,420-100%$37.4M———
NWM Advisors, LLC
N/A—53,991-53,991-100%$37.1M———
Atlanta Consulting Group Advisors, LLC
N/A—53,048-53,048-100%$36.4M———
Capital Investment Management, Inc.
N/A—52,989-52,989-100%$36.4M———
KilterHowling LLC
N/A—51,152-51,152-100%$35.1M———
Greenline Partners, LLC
N/A—50,707-50,707-100%$34.8M———
FourThought Financial Partners, LLC
N/A—50,233-50,233-100%$34.5M———
SOA Wealth Advisors, Llc.
N/A—49,891-49,891-100%$34.3M———
Diana Davis Spencer Foundation
N/A—49,829-49,829-100%$34.2M———
Valtrion Capital Management, LLC
N/A—49,584-49,584-100%$34.1M———
Sumitomo Life Insurance Co
N/A—49,000-49,000-100%$33.7M———
Arkadios Wealth Advisors
N/A—47,832-47,832-100%$32.9M———
Precision Wealth Strategies, LLC
N/A—47,801-47,801-100%$32.8M———
Operose Advisors LLC
N/A—47,754-47,754-100%$32.8M———
Sandy Cove Advisors, LLC
N/A—47,427-47,427-100%$32.6M———
Fiducient Advisors LLC
N/A—46,914-46,914-100%$32.2M———
HRT Financial LP
N/A—46,801-46,801-100%$32.1M———
Orion Porfolio Solutions, LLC
N/A—46,751-46,751-100%$32.1M———
Beacon Harbor Wealth Advisors, Inc.
N/A—46,736-46,736-100%$32.1M———
Whittier Trust Co of Nevada Inc
N/A—46,724-46,724-100%$32.1M———
Lowe Brockenbrough & Co Inc
N/A—46,610-46,610-100%$32.0M———
Members Trust Co
N/A—45,442-45,442-100%$31.2M———
Southeast Asset Advisors, LLC
N/A—44,484-44,484-100%$30.6M———
TD Capital Management LLC
N/A—44,414-44,414-100%$30.5M———
C M Bidwell & Associates LTD
N/A—44,369-44,369-100%$30.5M———
Choate Investment Advisors
N/A—44,351-44,351-100%$30.5M———
Sanchez Levi Garrett
N/A—44,132-44,132-100%$30.3M———
American Century Companies Inc
N/A—44,000-44,000-100%$30.2M———
Liberty Square Wealth Partners LLC
N/A—43,380-43,380-100%$29.8M———
Keating Financial Advisory Services, Inc.
N/A—43,237-43,237-100%$29.7M———
Cooperman Leon G
N/A—42,891-42,891-100%$29.5M———
Cary Street Partners Financial LLC
N/A—42,510-42,510-100%$29.2M———
Shufro Rose & Co LLC
N/A—42,506-42,506-100%$29.2M———
Signal Tree Financial Partners LLC
N/A—42,269-42,269-100%$29.0M———
Alexander Labrunerie & Co., Inc.
N/A—42,245-42,245-100%$29.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—42,054-42,054-100%$28.9M———
Tiff Advisory Services, LLC
N/A—41,878-41,878-100%$28.8M———
Core Wealth Advisors, Inc.
N/A—41,195-41,195-100%$28.3M———
Conquis Financial LLC
N/A—41,162-41,162-100%$28.3M———
Van Eck Associates Corp
N/A—41,160-41,160-100%$28.3M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—41,100-41,100-100%$28.3M———
Western Wealth Management, LLC
N/A—41,070-41,070-100%$28.2M———
EQ LLC
N/A—40,811-40,811-100%$28.0M———
Stuart Investment Advisors, Inc.
N/A—40,771-40,771-100%$28.0M———
Cascades Capital Asset Management, LLC
N/A—40,743-40,743-100%$28.0M———
Kickstand Ventures, Llc.
N/A—40,512-40,512-100%$27.8M———
Envision Financial Transparency, LLC
N/A—40,428-40,428-100%$20.5M———
Bridgewater Advisors Inc.
N/A—40,333-40,333-100%$28.1M———
CM Wealth Advisors LLC
N/A—39,868-39,868-100%$27.4M———
Members Advisory Group LLC
N/A—39,856-39,856-100%$27.4M———
Tribridge Partners Financial LLC
N/A—39,046-39,046-100%$26.5M———
Price T Rowe Associates Inc
N/A—39,030-39,030-100%$26.8M———
Riverpoint Wealth Management Holdings, LLC
N/A—39,014-39,014-100%$26.8M———
Brown Brothers Harriman & Co
N/A—38,860-38,860-100%$26.7M———
Sound View Wealth Advisors Group, LLC
N/A—38,673-38,673-100%$26.6M———
Great Valley Advisor Group, Inc.
N/A—38,584-38,584-100%$26.5M———
Tower Bridge Advisors
N/A—38,315-38,315-100%$26.3M———
Red Door Wealth Management, LLC
N/A—38,290-38,290-100%$26.3M———
Rialto Wealth Management, LLC
N/A—37,938-37,938-100%$26.1M———
Renaissance Technologies LLC
N/A—37,820-37,820-100%$26.0M———
Fort Vancouver Investment Management, LLC
N/A—37,795-37,795-100%$26.0M———
Heritage Wealth Advisors
N/A—37,206-37,206-100%$25.6M———
WNY Asset Management, LLC
N/A—36,903-36,903-100%$25.3M———
Hikari Tsushin, Inc.
N/A—36,709-36,709-100%$25.2M———
Synergy Investment Management, LLC
N/A—36,651-36,651-100%$25.2M———
Keystone Financial Group
N/A—36,618-36,618-100%$25.1M———
CVA Family Office, LLC
N/A—36,375-36,375-100%$25.0M———
University of Chicago
N/A—35,927-35,927-100%$24.7M———
Modern Wealth Management, LLC
N/A—35,711-35,711-100%$24.5M———
AssuredPartners Investment Advisors, LLC
N/A—35,640-35,640-100%$24.5M———
Atomic Invest LLC
N/A—34,956-34,956-100%$23.8M———
Nuveen, LLC
N/A—34,880-34,880-100%$24.0M———
Quotient Wealth Partners, LLC
N/A—34,813-34,813-100%$23.9M———
Bridges Investment Management Inc
N/A—34,724-34,724-100%$23.8M———
Korea Investment Corp
N/A—34,342-34,342-100%$23.6M———
Northstar Group, Inc.
N/A—34,081-34,081-100%$23.4M———
Benjamin Edwards Inc
N/A—33,421-33,421-100%$23.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—33,134-33,134-100%$22.8M———
Storen Legacy Partners, LLC
N/A—33,095-33,095-100%$22.7M———
Spectrum Investment Advisors, Inc.
N/A—33,019-33,019-100%$22.7M———
Twin Focus Capital Partners, LLC
N/A—32,752-32,752-100%$22.5M———
Intentional Wealth Strategies, LLC
N/A—32,472-32,472-100%$22.3M———
Valor Advisors LLC
N/A—32,290-32,290-100%$22.2M———
IHT Wealth Management, LLC
N/A—32,261-32,261-100%$22.2M———
CSS LLC
N/A—32,210-32,210-100%$22.1M———
Marble Wealth, LLC
N/A—32,167-32,167-100%$22.1M———
Hilltop Holdings Inc.
N/A—32,134-32,134-100%$22.1M———
N.E.W. Advisory Services LLC
N/A—31,862-31,862-100%$21.9M———
Brave Asset Management Inc
N/A—31,788-31,788-100%$21.8M———
Integrated Investment Consultants, LLC
N/A—31,157-31,157-100%$4.2M———
Fort Sheridan Advisors LLC
N/A—31,097-31,097-100%$21.4M———
Main Street Financial Solutions, LLC
N/A—30,711-30,711-100%$21.1M———
Zuckerman Investment Group, LLC
N/A—30,433-30,433-100%$20.9M———
ArchPoint Investors
N/A—30,110-30,110-100%$20.7M———
Dorsey & Whitney Trust Co LLC
N/A—30,059-30,059-100%$20.6M———
Ingalls & Snyder LLC
N/A—30,008-30,008-100%$20.6M———
Madden Advisory Services, Inc.
N/A—29,840-29,840-100%$20.5M———
Harbor Advisory Corp
N/A—29,750-29,750-100%$20.4M———
Florida Financial Advisors, LLC
N/A—29,749-29,749-100%$20.4M———
Battery Global Advisors, LLC
N/A—29,717-29,717-100%$20.4M———
Cozad Asset Management Inc
N/A—29,495-29,495-100%$20.3M———
Haverford Trust Co
N/A—29,303-29,303-100%$20.1M———
UBS Asset Management Americas LLC
N/A—29,157-29,157-100%$20.0M———
SG Americas Securities, LLC
N/A—29,134-29,134-100%$20.0M———
Ogorek Anthony Joseph
N/A—29,036-29,036-100%$19.9M———
Aspire Growth Partners LLC
N/A—28,909-28,909-100%$19.9M———
Insigneo Advisory Services, LLC
N/A—28,895-28,895-100%$19.8M———
Waterloo Capital, L.P.
N/A—28,818-28,818-100%$19.8M———
Becker Capital Management Inc
N/A—28,774-28,774-100%$19.8M———
Capula Management Ltd
N/A—28,690-28,690-100%$19.7M———
Odyssey Group, LLC
N/A—28,646-28,646-100%$19.7M———
TriCert Investment Counsel Inc.
N/A—28,271-28,271-100%$19.4M———
Cadia Private Client LLC
N/A—28,110-28,110-100%$19.3M———
Two Sigma Securities, LLC
N/A—28,062-28,062-100%$19.3M———
Caerus Investment Advisors, LLC
N/A—28,035-28,035-100%$19.3M———
Jane Street Group, LLC
N/A—28,030-28,030-100%$19.3M———
Allie Family Office LLC
N/A—27,890-27,890-100%$19.2M———
Independent Family Office, LLC
N/A—27,796-27,796-100%$19.1M———
Investment Counsel Co of Nevada
N/A—27,475-27,475-100%$18.9M———
Lowery Thomas, LLC
N/A—27,302-27,302-100%$18.8M———
Westmount Partners, LLC
N/A—26,595-26,595-100%$18.3M———
Global Endowment Management, LP
N/A—26,062-26,062-100%$17.9M———
Intellus Advisors LLC
N/A—26,031-26,031-100%$17.9M———
Marshall Financial Group, LLC
N/A—25,996-25,996-100%$17.9M———
Meridian Wealth Advisors, LLC
N/A—25,910-25,910-100%$17.8M———
FSB Premier Wealth Management, Inc.
N/A—25,787-25,787-100%$17.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—25,540-25,540-100%$17.5M———
Formulate Financial LLC
N/A—25,521-25,521-100%$17.5M———
Piedmont Capital Management, LLC
N/A—25,511-25,511-100%$17.5M———
Continuum Advisory, LLC
N/A—25,466-25,466-100%$17.5M———
Strive Financial Group,LLC
N/A—25,345-25,345-100%$17.4M———
Lbmc Investment Advisors, LLC
N/A—25,231-25,231-100%$17.3M———
Snowden Capital Advisors LLC
N/A—24,904-24,904-100%$17.1M———
BTC Capital Management, Inc.
N/A—24,772-24,772-100%$17.0M———
Empowered Funds, LLC
N/A—24,644-24,644-100%$16.9M———
Stratos Wealth Advisors, LLC
N/A—24,342-24,342-100%$16.7M———
Berger Financial Group, Inc
N/A—24,165-24,165-100%$16.6M———
Menora Mivtachim Holdings Ltd.
N/A—23,987-23,987-100%$16.5M———
Traction Financial Partners, LLC
N/A—23,943-23,943-100%$16.4M———
Burling Wealth Partners, LLC
N/A—23,936-23,936-100%$16.4M———
Retirement Capital Strategies
N/A—23,716-23,716-100%$16.3M———
WorthPointe, LLC
N/A—23,576-23,576-100%$16.2M———
Stelac Advisory Services LLC
N/A—23,371-23,371-100%$16.1M———
Transcend Capital Advisors, LLC
N/A—23,164-23,164-100%$15.9M———
Covington Investment Advisors Inc.
N/A—23,153-23,153-100%$15.9M———
Up Capital Management, Inc.
N/A—23,126-23,126-100%$15.9M———
Aspen Grove Capital, LLC
N/A—22,998-22,998-100%$15.8M———
Per Stirling Capital Management, Llc.
N/A—22,660-22,660-100%$15.6M———
Ausdal Financial Partners, Inc.
N/A—22,560-22,560-100%$15.5M———
Eight 31 Financial, LLC
N/A—22,559-22,559-100%$15.5M———
Principal Securities, Inc.
N/A—22,488-22,488-100%$15.4M———
Mendel Capital Management LLC
N/A—22,115-22,115-100%$15.2M———
Oakmont Advisory Group, LLC
N/A—21,838-21,838-100%$15.0M———
Wealthspire Retirement, LLC
N/A—21,685-21,685-100%$14.9M———
Coppell Advisory Solutions LLC
N/A—21,051-21,051-100%$7.8M———
PFG Investments, LLC
N/A—20,966-20,966-100%$14.4M———
Centaurus Financial, Inc.
N/A—20,939-20,939-100%$14.4M———
Sivia Capital Partners, LLC
N/A—20,930-20,930-100%$14.4M———
PCM Encore, LLC
N/A—20,914-20,914-100%$14.4M———
WCG Wealth Advisors LLC
N/A—20,795-20,795-100%$14.3M———
Stock Yards Bank & Trust Co
N/A—20,743-20,743-100%$14.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—20,653-20,653-100%$14.2M———
Spreng Capital Management, Inc.
N/A—20,537-20,537-100%$14.1M———
Mayflower Financial Advisors, LLC
N/A—20,453-20,453-100%$14.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—20,105-20,105-100%$13.8M———
Donaldson Capital Management, LLC
N/A—20,019-20,019-100%$13.7M———
Bridgewealth Advisory Group, LLC
N/A—19,952-19,952-100%$13.7M———
Financial Engines Advisors L.L.C.
N/A—19,884-19,884-100%$13.7M———
Mmbg Investment Advisors Co.
N/A—19,529-19,529-100%$13.4M———
Gambit Capital Management, LLC
N/A—19,407-19,407-100%$13.3M———
Cannell & Spears LLC
N/A—19,308-19,308-100%$13.3M———
J. Mark Nickell & Co.
N/A—19,274-19,274-100%$13.2M———
Saiph Capital, LLC
N/A—19,272-19,272-100%$13.2M———
Golden Road Advisors LLC
N/A—19,239-19,239-100%$13.2M———
Pursuit Wealth Strategies, LLC
N/A—19,232-19,232-100%$13.2M———
Rothschild Investment LLC
N/A—19,221-19,221-100%$13.2M———
Pine Valley Investments Ltd Liability Co
N/A—19,196-19,196-100%$13.2M———
Granite Bay Wealth Management, LLC
N/A—19,192-19,192-100%$13.2M———
CSM Advisors, LLC
N/A—19,067-19,067-100%$13.1M———
Spartan Wealth Advisory Services LLC
N/A—19,059-19,059-100%$13.1M———
Advyzon Investment Management, LLC
N/A—18,957-18,957-100%$13.0M———
Empower Advisory Group, LLC
N/A—18,560-18,560-100%$12.7M———
Beacon Bridge Wealth Partners, LLC
N/A—18,555-18,555-100%$12.7M———
Serenus Wealth Advisors, LLC
N/A—18,414-18,414-100%$12.6M———
Bradley Foster & Sargent Inc
N/A—18,254-18,254-100%$12.5M———
BFC Planning, Inc.
N/A—18,224-18,224-100%$12.5M———
49 Wealth Management, LLC
N/A—18,053-18,053-100%$12.4M———
Alongside, LLC
N/A—18,053-18,053-100%$12.4M———
Kera Capital Partners, Inc.
N/A—17,885-17,885-100%$12.3M———
Vision Retirement, LLC
N/A—17,880-17,880-100%$12.3M———
CacheTech Inc.
N/A—17,525-17,525-100%$12.0M———
Dakota Wealth Management
N/A—17,295-17,295-100%$11.9M———
Adams Wealth Management
N/A—17,138-17,138-100%$11.8M———
Arete Wealth Advisors, LLC
N/A—17,102-17,102-100%$11.7M———
Squarepoint Ops LLC
N/A—17,004-17,004-100%$11.7M———
Walter & Keenan Wealth Management LLC
N/A—16,853-16,853-100%$11.6M———
Silvercrest Asset Management Group LLC
N/A—16,767-16,767-100%$11.5M———
Gateway Wealth Partners, LLC
N/A—16,746-16,746-100%$11.5M———
North Star Asset Management Inc
N/A—16,733-16,733-100%$11.5M———
Navis Wealth Advisors, LLC
N/A—16,720-16,720-100%$11.5M———
Wealth Watch Advisors, Inc
N/A—16,568-16,568-100%$11.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—16,547-16,547-100%$11.4M———
NI Acquisitions Company, LLC
N/A—16,539-16,539-100%$11.4M———
Peak Retirement Planning, Inc.
N/A—16,364-16,364-100%$11.2M———
Rothschild Wealth LLC
N/A—16,278-16,278-100%$11.2M———
MorganRosel Wealth Management, LLC
N/A—16,273-16,273-100%$11.2M———
Smith, Moore & Co.
N/A—16,241-16,241-100%$11.2M———
Faithward Advisors, LLC
N/A—16,170-16,170-100%$11.1M———
Bank of Nova Scotia
N/A—16,103-16,103-100%$11.1M———
Causey Wealth LLC
N/A—16,051-16,051-100%$11.0M———
Pitcairn Wealth Advisors LLC
N/A—16,033-16,033-100%$11.0M———
Regal Investment Advisors LLC
N/A—16,017-16,017-100%$11.0M———
SageView Advisory Group, LLC
N/A—15,951-15,951-100%$11.0M———
Cedar Wealth Management, LLC
N/A—15,891-15,891-100%$10.9M———
Peak Asset Management, LLC
N/A—15,870-15,870-100%$10.9M———
First American Trust, FSB
N/A—15,854-15,854-100%$10.9M———
Duncan Williams Asset Management, LLC
N/A—15,780-15,780-100%$10.8M———
Phoenix Financial Ltd.
N/A—15,729-15,729-100%$10.8M———
Evernest Financial Advisors, LLC
N/A—15,681-15,681-100%$10.8M———
M3 Advisory Group, LLC
N/A—15,596-15,596-100%$10.7M———
HighMark Wealth Management LLC
N/A—15,529-15,529-100%$10.7M———
Nwam LLC
N/A—15,471-15,471-100%$10.6M———
LifePlan Investment Advisors, Inc.
N/A—15,449-15,449-100%$10.6M———
Invesco Ltd.
N/A—15,444-15,444-100%$10.6M———
Zacks Investment Management
N/A—15,388-15,388-100%$10.6M———
Iconiq Capital, LLC
N/A—15,279-15,279-100%$10.5M———
Roble, Belko & Company, Inc
N/A—15,234-15,234-100%$10.5M———
Hexagon Capital Partners LLC
N/A—15,172-15,172-100%$10.4M———
SouthState Bank Corp
N/A—15,108-15,108-100%$10.4M———
Alpha Financial Advisors, LLC
N/A—15,107-15,107-100%$10.4M———
Sykon Capital LLC
N/A—15,061-15,061-100%$10.3M———
Tudor Financial Inc.
N/A—14,980-14,980-100%$10.3M———
Flputnam Investment Management Co
N/A—14,936-14,936-100%$10.3M———
Pallas Capital Advisors LLC
N/A—14,907-14,907-100%$10.2M———
KDT Advisors, LLC
N/A—14,831-14,831-100%$10.2M———
Victory Capital Management Inc
N/A—14,815-14,815-100%$10.2M———
Ategra Capital Management, LLC
N/A—14,724-14,724-100%$10.1M———
Greenwich Wealth Management LLC
N/A—14,701-14,701-100%$10.1M———
Prospect Financial Services LLC
N/A—14,692-14,692-100%$10.1M———
Stratos Investment Management, LLC
N/A—14,648-14,648-100%$10.1M———
One Capital Management, LLC
N/A—14,481-14,481-100%$8.7M———
DF Dent & Co Inc
N/A—14,316-14,316-100%$9.8M———
Segall Bryant & Hamill, LLC
N/A—14,157-14,157-100%$9.7M———
Tolleson Wealth Management, Inc.
N/A—14,147-14,147-100%$9.7M———
TFO Wealth Partners, LLC
N/A—14,142-14,142-100%$9.7M———
Daybright Advisory Services, Inc.
N/A—14,142-14,142-100%$9.7M———
Accent Capital Management, LLC
N/A—14,054-14,054-100%$9.7M———
Chevy Chase Trust Holdings, LLC
N/A—13,810-13,810-100%$9.5M———
Citizens Business Bank
N/A—13,802-13,802-100%$9.5M———
Bawa N Mallick Trust
N/A—13,801-13,801-100%$9.5M———
Westfuller Advisors, LLC
N/A—13,758-13,758-100%$9.4M———
Pettyjohn, Wood & White, Inc
N/A—13,748-13,748-100%$9.4M———
Tidal Investments LLC
N/A—13,621-13,621-100%$9.4M———
Westshore Wealth, LLC
N/A—13,543-13,543-100%$9.3M———
Monetta Financial Services Inc
N/A—13,500-13,500-100%$9.3M———
Prasad Wealth Partners, LLC
N/A—13,477-13,477-100%$9.3M———
Connable Office Inc
N/A—13,411-13,411-100%$9.2M———
Select Asset Management & Trust
N/A—13,099-13,099-100%$9.0M———
Horizon Investments, LLC
N/A—12,999-12,999-100%$8.9M———
Peregrine Asset Advisers, Inc.
N/A—12,990-12,990-100%$8.9M———
Oxford Financial Group, Ltd. LLC
N/A—12,856-12,856-100%$8.8M———
First Financial Bankshares Inc
N/A—12,811-12,811-100%$8.8M———
HighPoint Advisor Group LLC
N/A—12,779-12,779-100%$8.8M———
Canal Capital Management, LLC
N/A—12,697-12,697-100%$8.7M———
Tradition Wealth Management, LLC
N/A—12,608-12,608-100%$8.7M———
Brooks, Moore & Associates, Inc.
N/A—12,533-12,533-100%$8.6M———
Fi3 Financial Advisors, LLC
N/A—12,516-12,516-100%$1.2M———
Douglass Winthrop Advisors, LLC
N/A—12,431-12,431-100%$8.5M———
OneAscent Family Office, LLC
N/A—12,431-12,431-100%$8.5M———
Prelude Capital Management, LLC
N/A—12,295-12,295-100%$8.4M———
Safeguard Investment Advisory Group, LLC
N/A—12,126-12,126-100%$8.3M———
Planning Project LLC
N/A—12,098-12,098-100%$8.5M———
Jaffetilchin Investment Partners, LLC
N/A—12,097-12,097-100%$8.3M———
Mairs & Power Inc
N/A—12,096-12,096-100%$8.3M———
Headlands Technologies LLC
N/A—12,025-12,025-100%$8.3M———
LaSalle St. Investment Advisors, LLC
N/A—12,013-12,013-100%$8.3M———
FSA Advisors, Inc.
N/A—11,893-11,893-100%$8.2M———
Crewe Advisors LLC
N/A—11,876-11,876-100%$8.2M———
Essex Financial Services, Inc.
N/A—11,868-11,868-100%$8.2M———
Hills Bank & Trust Co
N/A—11,860-11,860-100%$8.1M———
Advisors Capital Management, LLC
N/A—11,851-11,851-100%$8.1M———
Whittier Trust Co
N/A—11,795-11,795-100%$8.1M———
Vanguard Personalized Indexing Management, LLC
N/A—11,771-11,771-100%$8.1M———
Reliant Investment Partners, LLC
N/A—11,661-11,661-100%$8.0M———
Fullerton Fund Management Co Ltd.
N/A—11,627-11,627-100%$8.0M———
Clark Capital Management Group, Inc.
N/A—11,600-11,600-100%$8.0M———
Sequent Asset Management, LLC
N/A—11,516-11,516-100%$7.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—11,496-11,496-100%$7.9M———
Atlantic Union Bankshares Corp
N/A—11,414-11,414-100%$7.8M———
Heritage Trust Co
N/A—11,279-11,279-100%$7.7M———
Dougherty & Associates, LLC
N/A—11,246-11,246-100%$7.7M———
Whitford Management LLC
N/A—11,231-11,231-100%$7.7M———
Wick Capital Partners, LLC
N/A—11,102-11,102-100%$7.6M———
Magnolia Capital Advisors LLC
N/A—11,050-11,050-100%$7.6M———
BCS Private Wealth Management, Inc.
N/A—11,032-11,032-100%$7.6M———
Rockbridge Investment Management, LCC
N/A—10,986-10,986-100%$7.5M———
Bcgm Wealth Management, LLC
N/A—10,886-10,886-100%$7.5M———
Cambria Investment Management, L.P.
N/A—10,876-10,876-100%$7.5M———
Maripau Wealth Management LLC
N/A—10,843-10,843-100%$7.4M———
Marino Management, LLC
N/A—10,836-10,836-100%$7.4M———
Allied Private Wealth LLC
N/A—10,747-10,747-100%$7.4M———
BSW Wealth Partners
N/A—10,737-10,737-100%$7.4M———
Stokes Family Office, LLC
N/A—10,725-10,725-100%$7.4M———
Hancock Whitney Corp
N/A—10,625-10,625-100%$7.3M———
Fortress Private Ledger, LLC
N/A—10,615-10,615-100%$7.3M———
West Michigan Advisors, LLC
N/A—10,509-10,509-100%$7.2M———
Ehrenkranz Partners L.P.
N/A—10,388-10,388-100%$7.1M———
Everest Private Wealth
N/A—10,376-10,376-100%$7.1M———
Westerkirk Capital Inc.
N/A—10,300-10,300-100%$7.1M———
Northstar Asset Management Inc
N/A—10,220-10,220-100%$7.0M———
Sovereign Financial Group, Inc.
N/A—10,194-10,194-100%$7.0M———
Generation Capital Management LLC
N/A—10,167-10,167-100%$7.0M———
Yarger Wealth Strategies, LLC
N/A—10,150-10,150-100%$7.0M———
Bollard Group LLC
N/A—10,121-10,121-100%$7.0M———
Fortis Capital Advisors, LLC
N/A—10,119-10,119-100%$6.9M———
Luminist Capital LLC
N/A—10,107-10,107-100%$6.9M———
Axis Wealth Partners, LLC
N/A—10,078-10,078-100%$6.9M———
Anchor Investment Management, LLC
N/A—9,957-9,957-100%$6.8M———
Edgestream Partners, L.P.
N/A—9,855-9,855-100%$6.8M———
Twin Peaks Wealth Advisors, LLC
N/A—9,846-9,846-100%$6.8M———
Revere Asset Management, Inc
N/A—9,842-9,842-100%$6.8M———
Chilton Investment Co Inc.
N/A—9,822-9,822-100%$6.7M———
FAS Wealth Partners, Inc.
N/A—9,813-9,813-100%$6.7M———
Ameriflex Group, Inc.
N/A—9,744-9,744-100%$6.7M———
Calton & Associates, Inc.
N/A—9,642-9,642-100%$6.6M———
Capital Asset Managemnet, LLC
N/A—9,602-9,602-100%$6.6M———
First Trust Advisors LP
N/A—9,516-9,516-100%$6.5M———
Parker Investment Management, LLC
N/A—9,502-9,502-100%$6.5M———
Hudson Bay Capital Management LP
N/A—9,500-9,500-100%$6.5M———
Fairview Capital Investment Management, LLC
N/A—9,441-9,441-100%$6.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—9,434-9,434-100%$6.5M———
Raffa Wealth Management, LLC
N/A—9,389-9,389-100%$6.4M———
Curi Capital, LLC
N/A—9,344-9,344-100%$6.4M———
GTS Securities LLC
N/A—9,269-9,269-100%$6.4M———
Baldwin Investment Management, LLC
N/A—9,257-9,257-100%$6.4M———
Mosaic Family Wealth Partners, LLC
N/A—9,169-9,169-100%$6.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,122-9,122-100%$6.3M———
Davis R M Inc
N/A—9,121-9,121-100%$6.3M———
Frisch Financial Group, Inc.
N/A—9,109-9,109-100%$6.3M———
Prepared Retirement Institute LLC
N/A—9,097-9,097-100%$6.2M———
Phillips Wealth Planners LLC
N/A—9,082-9,082-100%$6.2M———
Tyche Wealth Partners LLC
N/A—9,054-9,054-100%$6.2M———
Bulltick Wealth Management, LLC
N/A—9,046-9,046-100%$6.2M———
Truepoint, Inc.
N/A—8,943-8,943-100%$6.1M———
Reliant Wealth Planning
N/A—8,910-8,910-100%$6.1M———
Whalerock Point Partners, LLC
N/A—8,751-8,751-100%$6.0M———
American Investment Services, Inc.
N/A—8,694-8,694-100%$6.0M———
Modus Advisors, LLC
N/A—8,684-8,684-100%$6.0M———
Pgim Custom Harvest LLC
N/A—8,649-8,649-100%$5.9M———
NerdWallet Wealth Partners, LLC
N/A—8,643-8,643-100%$5.9M———
Minot DeBlois Advisors LLC
N/A—8,641-8,641-100%$5.9M———
Quantum Capital Management, LLC / NJ
N/A—8,547-8,547-100%$5.9M———
Next Capital Management LLC
N/A—8,537-8,537-100%$5.9M———
Maxele Advisors, LLC
N/A—8,493-8,493-100%$5.8M———
Warther Private Wealth, LLC
N/A—8,452-8,452-100%$5.8M———
Fiduciary Financial Advisors
N/A—8,248-8,248-100%$5.7M———
Liberty Wealth Management LLC
N/A—8,226-8,226-100%$4.9M———
Wiser Advisor Group LLC
N/A—8,220-8,220-100%$5.6M———
Legacy PCG, LLC
N/A—8,158-8,158-100%$5.8M———
Strategic Investment Solutions, Inc.
N/A—8,158-8,158-100%$5.6M———
Vectors Research Management, LLC
N/A—8,130-8,130-100%$5.6M———
Hanover Advisors Inc
N/A—8,114-8,114-100%$5.6M———
MetLife Investment Management, LLC
N/A—8,102-8,102-100%$5.6M———
Kastel Capital Advisors, LLC
N/A—8,095-8,095-100%$4.8M———
JTC Employer Solutions Trustee Ltd
N/A—8,055-8,055-100%$5.5M———
S&T Bank
N/A—8,055-8,055-100%$3.2M———
Silver OAK Securities, Incorporated
N/A—8,045-8,045-100%$5.5M———
Kinloch Capital, LLC
N/A—7,874-7,874-100%$5.4M———
Pasadena Private Wealth, LLC
N/A—7,831-7,831-100%$5.4M———
Meeder Advisory Services, Inc.
N/A—7,762-7,762-100%$5.3M———
S Harris Financial Group, LLC
N/A—7,748-7,748-100%$5.3M———
Consultiva Wealth Management, Corp.
N/A—7,619-7,619-100%$5.2M———
Aventura Private Wealth, LLC
N/A—7,615-7,615-100%$5.2M———
Colter Lewis Investment Partners LLC
N/A—7,614-7,614-100%$5.2M———
LRI Investments, LLC
N/A—7,592-7,592-100%$5.2M———
Stonebridge Financial Group, LLC
N/A—7,553-7,553-100%$5.2M———
Eschler Asset Management LLP
N/A—7,552-7,552-100%$5.2M———
1776 Wealth LLC
N/A—7,506-7,506-100%$5.2M———
RB Capital Management, LLC
N/A—7,451-7,451-100%$5.1M———
Barnes Pettey Financial Advisors, LLC
N/A—7,444-7,444-100%$5.1M———
Atlas Capital Advisors Inc.
N/A—7,425-7,425-100%$5.1M———
Sfmg, LLC
N/A—7,417-7,417-100%$5.1M———
Crux Wealth Advisors
N/A—7,408-7,408-100%$5.1M———
Nomura Asset Management Co LTD
N/A—7,353-7,353-100%$5.1M———
Nicholson Wealth Management Group, LLC
N/A—7,306-7,306-100%$5.0M———
Kirtland Hills Capital Management, LLC
N/A—7,282-7,282-100%$5.0M———
Synergy Financial Group, LTD
N/A—7,280-7,280-100%$5.0M———
Oxford Wealth Group, LLC
N/A—7,269-7,269-100%$5.0M———
Disciplined Investors, L.L.C.
N/A—7,243-7,243-100%$5.0M———
Tudor Investment Corp ET AL
N/A—7,218-7,218-100%$5.0M———
Planning Alternatives LTD
N/A—7,209-7,209-100%$5.0M———
Maridea Wealth Management LLC
N/A—7,173-7,173-100%$4.9M———
Madison Wealth Partners, Inc
N/A—7,132-7,132-100%$4.9M———
Keebeck Wealth Management
N/A—7,126-7,126-100%$4.9M———
LOM Asset Management Ltd
N/A—7,035-7,035-100%$4.8M———
Pennington Partners & Co., LLC
N/A—7,035-7,035-100%$4.8M———
Orion Investment Co
N/A—6,873-6,873-100%$4.7M———
Prime Buchholz LLC
N/A—6,868-6,868-100%$4.7M———
W1m Asset Management Ltd
N/A—6,824-6,824-100%$4.7M———
EWA, LLC
N/A—6,788-6,788-100%$4.7M———
WealthCollab, LLC
N/A—6,726-6,726-100%$4.6M———
Rexford Capital Inc
N/A—6,701-6,701-100%$4.6M———
Bristlecone Value Partners, LLC
N/A—6,697-6,697-100%$4.6M———
Summit Wealth & Retirement Planning, Inc.
N/A—6,673-6,673-100%$4.6M———
Monograph Wealth Advisors, LLC
N/A—6,645-6,645-100%$4.6M———
Destination Wealth Management
N/A—6,625-6,625-100%$4.5M———
IMA Advisory Services, Inc.
N/A—6,616-6,616-100%$4.5M———
Cerity Partners Retirement Plan Advisors LLC
N/A—6,595-6,595-100%$4.5M———
Lazard Asset Management LLC
N/A—6,559-6,559-100%$4.5M———
Landing Point Financial Group, LLC
N/A—6,553-6,553-100%$4.5M———
Texas Yale Capital Corp.
N/A—6,550-6,550-100%$4.5M———
VSM Wealth Advisory, LLC
N/A—6,539-6,539-100%$4.5M———
Adapt Wealth Advisors, LLC
N/A—6,511-6,511-100%$4.5M———
JT Stratford LLC
N/A—6,508-6,508-100%$4.5M———
Arrowroot Family Office, LLC
N/A—6,470-6,470-100%$4.4M———
Syon Capital LLC
N/A—6,423-6,423-100%$4.4M———
Sequent Planning LLC
N/A—6,408-6,408-100%$4.4M———
Investment Advisory Group, LLC
N/A—6,403-6,403-100%$4.4M———
Perennial Investment Advisors, LLC
N/A—6,367-6,367-100%$4.4M———
IFC Advisors LLC
N/A—6,357-6,357-100%$4.4M———
Vines Capital Management, LLC
N/A—6,350-6,350-100%$4.4M———
Azimuth Capital Investment Management LLC
N/A—6,349-6,349-100%$4.4M———
Naviter Wealth, LLC
N/A—6,347-6,347-100%$4.4M———
Hantz Financial Services, Inc.
N/A—6,315-6,315-100%$4.3M———
GWN Securities Inc.
N/A—6,285-6,285-100%$4.3M———
First National Advisers, LLC
N/A—6,233-6,233-100%$4.3M———
Boreal Capital Management LLC
N/A—6,195-6,195-100%$4.3M———
Legacy Financial Group LLC
N/A—6,165-6,165-100%$4.2M———
California State Teachers Retirement System
N/A—6,107-6,107-100%$4.2M———
Headinvest, LLC
N/A—6,103-6,103-100%$4.2M———
Capital Analysts, LLC
N/A—6,089-6,089-100%$4.2M———
Fosun International Ltd
N/A—6,060-6,060-100%$4.2M———
JMN Financial LLC
N/A—6,042-6,042-100%$4.2M———
Sankala Group LLC
N/A—5,938-5,938-100%$4.2M———
Bakala Capital LLC
N/A—5,910-5,910-100%$4.1M———
Medallion Wealth Advisors, LLC
N/A—5,856-5,856-100%$4.0M———
Summitpoint Capital Management
N/A—5,836-5,836-100%$4.0M———
Westbourne Investments, Inc.
N/A—5,798-5,798-100%$4.0M———
Steelhead Wealth Management LLC
N/A—5,775-5,775-100%$4.0M———
Cedarwood Wealth LLC
N/A—5,749-5,749-100%$3.9M———
Advisory Alpha, LLC
N/A—5,746-5,746-100%$4.0M———
Goodwin Investment Advisory
N/A—5,728-5,728-100%$3.9M———
Bank of the Bluegrass & Trust Co.
N/A—5,698-5,698-100%$4.0M———
Compass Advisory Group LLC
N/A—5,676-5,676-100%$3.9M———
Argo Wealth Advisory, LLC
N/A—5,655-5,655-100%$3.9M———
Performance Wealth Partners, LLC
N/A—5,649-5,649-100%$3.9M———
Bank of Marin
N/A—5,624-5,624-100%$3.9M———
Waddell & Associates, LLC
N/A—5,591-5,591-100%$3.8M———
Consilio Wealth Advisors, LLC
N/A—5,562-5,562-100%$3.8M———
Omnia Family Wealth, LLC
N/A—5,522-5,522-100%$3.8M———
Cofg Advisors, LLC
N/A—5,489-5,489-100%$3.8M———
Robinhood Asset Management, LLC
N/A—5,436-5,436-100%$3.7M———
Latko Wealth Management, Ltd.
N/A—5,430-5,430-100%$3.7M———
SSA Swiss Advisors AG
N/A—5,421-5,421-100%$3.7M———
Ironwood Investment Counsel, LLC
N/A—5,406-5,406-100%$3.7M———
Prosperity Consulting Group, LLC
N/A—5,388-5,388-100%$3.7M———
Taylor Hoffman Capital Management LLC
N/A—5,387-5,387-100%$3.7M———
Oxbow Advisors, LLC
N/A—5,358-5,358-100%$3.7M———
Walleye Trading LLC
N/A—5,350-5,350-100%$3.7M———
Madison Asset Management, LLC
N/A—5,323-5,323-100%$3.7M———
Black Swift Group, LLC
N/A—5,264-5,264-100%$3.6M———
Olde Wealth Management, LLC
N/A—5,257-5,257-100%$3.6M———
Prossimo Advisors, LLC
N/A—5,255-5,255-100%$3.6M———
Capital Advisors Inc
N/A—5,253-5,253-100%$3.6M———
Vantage Point Financial LLC
N/A—5,252-5,252-100%$3.6M———
Fortis Capital Management LLC
N/A—5,239-5,239-100%$3.6M———
Integrity Wealth Solutions LLC
N/A—5,235-5,235-100%$3.6M———
Pursue Wealth Partners LLC
N/A—5,215-5,215-100%$3.6M———
Ducere Wealth Management LLC
N/A—5,176-5,176-100%$3.6M———
Cheviot Value Management, LLC
N/A—5,159-5,159-100%$3.5M———
NorthCoast Asset Management LLC
N/A—5,146-5,146-100%$3.5M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,145-5,145-100%$3.5M———
Mcguire Capital Advisors Inc
N/A—5,130-5,130-100%$3.5M———
Cauble & Harre Wealth Management, Inc.
N/A—5,127-5,127-100%$3.5M———
Investor's Fiduciary Advisor Network, LLC
N/A—5,106-5,106-100%$3.5M———
Stonebridge Capital Advisors LLC
N/A—5,082-5,082-100%$3.5M———
Edmond de Rothschild Holding S.A.
N/A—5,080-5,080-100%$3.5M———
Founders Financial Alliance, LLC
N/A—5,076-5,076-100%$3.5M———
Pine Ridge Advisers LLC
N/A—5,075-5,075-100%$3.5M———
PAX Financial Group, LLC
N/A—5,024-5,024-100%$3.5M———
Forefront Wealth Partners, LLC
N/A—5,006-5,006-100%$3.4M———
Sandhill Capital Partners LLC
N/A—4,968-4,968-100%$3.4M———
Vienna Asset Management LLC
N/A—4,965-4,965-100%$3.4M———
DiPaolo Financial Group, Inc.
N/A—4,874-4,874-100%$3.3M———
Pack Private Wealth, LLC
N/A—4,859-4,859-100%$3.3M———
Cloud Capital Management, LLC
N/A—4,833-4,833-100%$3.3M———
Parkwoods Wealth Partners, LLC
N/A—4,757-4,757-100%$3.3M———
Mission Creek Capital Partners, Inc.
N/A—4,752-4,752-100%$3.3M———
Roberts Glore & Co Inc
N/A—4,701-4,701-100%$3.2M———
Harbour Investment Management LLC
N/A—4,694-4,694-100%$3.2M———
Klcm Advisors, Inc.
N/A—4,677-4,677-100%$3.2M———
Advance Capital Management, Inc.
N/A—4,675-4,675-100%$3.2M———
Integrity Financial Corp
N/A—4,671-4,671-100%$3.2M———
Retirement Income Solutions, Inc
N/A—4,652-4,652-100%$2.8M———
Schrum Private Wealth Management LLC
N/A—4,640-4,640-100%$2.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,637-4,637-100%$3.2M———
Tumwater Wealth Management, LLC
N/A—4,631-4,631-100%$3.2M———
Nova Wealth Management, Inc.
N/A—4,595-4,595-100%$3.2M———
Portland Global Advisors LLC
N/A—4,580-4,580-100%$3.1M———
Brand Asset Management Group, Inc.
N/A—4,533-4,533-100%$3.1M———
Exit Wealth Advisors, Llc.
N/A—4,533-4,533-100%$3.1M———
Alesco Advisors, LLC, An ESL Co
N/A—4,532-4,532-100%$3.1M———
Quent Capital, LLC
N/A—4,521-4,521-100%$3.1M———
Gross & Hartman Investments LLC
N/A—4,467-4,467-100%$3.1M———
Capasso Planning Partners LLC
N/A—4,429-4,429-100%$3.0M———
Canada Life Assurance Co
N/A—4,428-4,428-100%$3.0M———
Panoramic Investment Advisors, LLC
N/A—4,347-4,347-100%$3.0M———
Urban Financial Advisory Corp
N/A—4,336-4,336-100%$3.0M———
Tocqueville Asset Management L.P.
N/A—4,289-4,289-100%$2.9M———
Basecamp Wealth Advisors LLC
N/A—4,286-4,286-100%$2.9M———
Drive Wealth Management, LLC
N/A—4,196-4,196-100%$2.9M———
L & S Advisors Inc
N/A—4,178-4,178-100%$2.9M———
Two Sigma Investments, LP
N/A—4,045-4,045-100%$2.8M———
R.H. Investment Group, LLC
N/A—4,043-4,043-100%$2.8M———
Henson-Edgewater Management, LLC
N/A—4,030-4,030-100%$2.9M———
Advisory Research Inc
N/A—3,942-3,942-100%$2.7M———
Morris Financial Concepts, Inc.
N/A—3,940-3,940-100%$2.7M———
Alpha Capital Advisors Inc
N/A—3,931-3,931-100%$2.7M———
Second Line Capital, LLC
N/A—3,921-3,921-100%$2.7M———
Bragg Financial Advisors, Inc
N/A—3,903-3,903-100%$2.7M———
Leo H. Evart, Inc.
N/A—3,897-3,897-100%$2.7M———
MidFirst Bank
N/A—3,889-3,889-100%$2.7M———
Flatrock Wealth Partners LLC
N/A—3,879-3,879-100%$2.7M———
Great OAK Capital Partners, LLC
N/A—3,867-3,867-100%$2.7M———
SageGuard Financial Group, LLC
N/A—3,852-3,852-100%$2.6M———
JPL Wealth Management, LLC
N/A—3,840-3,840-100%$2.6M———
Kane Investment Management, Inc.
N/A—3,840-3,840-100%$2.6M———
WealthShield Partners, LLC
N/A—3,801-3,801-100%$2.6M———
Glen Eagle Advisors, LLC
N/A—3,775-3,775-100%$2.6M———
Wimmer Associates 1, LLC
N/A—3,770-3,770-100%$2.6M———
J Hagan Capital, Inc.
N/A—3,741-3,741-100%$2.6M———
Horizon Family Wealth, Inc.
N/A—3,741-3,741-100%$2.6M———
Lifeworks Advisors, LLC
N/A—3,736-3,736-100%$2.6M———
Johnson Financial Group, Inc.
N/A—3,733-3,733-100%$2.6M———
Slagle Financial, LLC
N/A—3,727-3,727-100%$2.6M———
Mittelman Wealth Management
N/A—3,714-3,714-100%$12.4M———
Trivium Point Advisory, LLC
N/A—3,691-3,691-100%$2.5M———
Alpha Financial Partners LLC
N/A—3,687-3,687-100%$2.5M———
Ascent Advisors, LLC
N/A—3,650-3,650-100%$2.5M———
Spinnaker Trust
N/A—3,643-3,643-100%$2.5M———
Meridian Wealth Partners, LLC
N/A—3,640-3,640-100%$2.5M———
Coastal Bridge Advisors, LLC
N/A—3,636-3,636-100%$2.5M———
Strathmore Capital Advisors, Inc.
N/A—3,606-3,606-100%$2.5M———
Alaethes Wealth, LLC
N/A—3,591-3,591-100%$2.5M———
Goepper Burkhardt LLC
N/A—3,527-3,527-100%$2.4M———
Innovative Asset Advisors Group, LLC
N/A—3,494-3,494-100%$2.4M———
17 Capital Partners, LLC
N/A—3,483-3,483-100%$2.4M———
Cambient Family Office, LLC
N/A—3,482-3,482-100%$2.4M———
Kiley Juergens Wealth Management, LLC
N/A—3,464-3,464-100%$2.4M———
Cutler Capital Management, LLC
N/A—3,462-3,462-100%$2.4M———
Jackson Wealth Management, LLC
N/A—3,452-3,452-100%$2.4M———
Freedom Investment Management, Inc.
N/A—3,440-3,440-100%$2.4M———
Patron Partners, LLC
N/A—3,437-3,437-100%$2.4M———
Calydon Capital
N/A—3,435-3,435-100%$2.4M———
Advocacy Wealth Management, LLC
N/A—3,433-3,433-100%$2.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,422-3,422-100%$2.4M———
Geometric Wealth Advisors
N/A—3,417-3,417-100%$2.3M———
Xcelsior Advisor Partners LLC
N/A—3,394-3,394-100%$2.3M———
Strategies Wealth Advisors, LLC
N/A—3,390-3,390-100%$2.3M———
Resolute Wealth Strategies, LLC
N/A—3,356-3,356-100%$2.3M———
Qube Research & Technologies Ltd
N/A—3,355-3,355-100%$2.3M———
Peak Planning Group, LLC
N/A—3,353-3,353-100%$2.3M———
Denver Wealth Management, Inc.
N/A—3,338-3,338-100%$2.3M———
Invst, LLC
N/A—3,328-3,328-100%$2.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,305-3,305-100%$2.3M———
Cornerstone Financial Group, LLC
N/A—3,305-3,305-100%$2.3M———
Tradewinds, Llc.
N/A—3,289-3,289-100%$4.6M———
Kelman-Lazarov, Inc.
N/A—3,288-3,288-100%$2.3M———
HFG Advisors, Inc.
N/A—3,283-3,283-100%$2.3M———
DV Trading LLC
N/A—3,275-3,275-100%$2.2M———
RiverFront Investment Group, LLC
N/A—3,257-3,257-100%$2.2M———
Crews Bank & Trust
N/A—3,253-3,253-100%$2.2M———
Sandro Wealth Management LLC
N/A—3,248-3,248-100%$2.2M———
1ST Source Bank
N/A—3,245-3,245-100%$2.2M———
WealthTrak Capital Management LLC
N/A—3,222-3,222-100%$2.2M———
Bearing Point Capital, LLC
N/A—3,219-3,219-100%$2.2M———
Presper Financial Architects, LLC
N/A—3,217-3,217-100%$2.2M———
HM Payson & Co
N/A—3,201-3,201-100%$2.2M———
Dash Acquisitions Inc.
N/A—3,197-3,197-100%$2.3M———
Passive Capital Management, Llc.
N/A—3,196-3,196-100%$2.0M———
Schiavi & Co LLC
N/A—3,192-3,192-100%$2.2M———
TFR Capital, Llc.
N/A—3,185-3,185-100%$2.2M———
River Wealth Advisors LLC
N/A—3,151-3,151-100%$2.2M———
Carter Financial, LLC
N/A—3,150-3,150-100%$2.2M———
Markin Asset Management, LP
N/A—3,146-3,146-100%$2.2M———
Talon Private Wealth, LLC
N/A—3,145-3,145-100%$2.2M———
Intellectus Partners, LLC
N/A—3,134-3,134-100%$2.2M———
Cvfg LLC
N/A—3,109-3,109-100%$2.1M———
Reyl & Cie S.A.
N/A—3,093-3,093-100%$1.9M———
Aegis Wealth Management LLC
N/A—3,070-3,070-100%$2.1M———
Mokan Wealth Management Inc.
N/A—3,052-3,052-100%$2.1M———
Cornerstone Capital, Inc.
N/A—2,961-2,961-100%$2.0M———
Strategic Wealth Partners, Ltd.
N/A—2,931-2,931-100%$2.0M———
Wescap Management Group, Inc.
N/A—2,920-2,920-100%$2.0M———
Gallagher Fiduciary Advisors, LLC
N/A—2,885-2,885-100%$2.0M———
New Republic Capital, LLC
N/A—2,876-2,876-100%$2.0M———
Apriem Advisors
N/A—2,872-2,872-100%$2.0M———
Millstone Evans Group, LLC
N/A—2,865-2,865-100%$2.0M———
Tiaa Wealth Investment Management LLC
N/A—2,842-2,842-100%$1.9M———
Sharp Wealth Advisory, LLC
N/A—2,835-2,835-100%$1.9M———
Paladin Advisory Group, LLC
N/A—2,832-2,832-100%$1.9M———
Cascade Financial Partners, LLC
N/A—2,785-2,785-100%$1.9M———
BlackDiamond Wealth Management, LLC
N/A—2,780-2,780-100%$2.0M———
Fayez Sarofim & Co
N/A—2,765-2,765-100%$1.9M———
HHM Wealth Advisors, LLC
N/A—2,751-2,751-100%$1.9M———
Libra Wealth LLC
N/A—2,742-2,742-100%$1.9M———
Riverview Trust Co
N/A—2,740-2,740-100%$1.9M———
Sittner & Nelson, LLC
N/A—2,716-2,716-100%$1.9M———
Hershey Financial Advisers, LLC
N/A—2,710-2,710-100%$1.9M———
Strategic Financial Concepts, LLC
N/A—2,706-2,706-100%$1.9M———
White Knight Strategic Wealth Advisors, LLC
N/A—2,705-2,705-100%$1.9M———
Palumbo Wealth Management LLC
N/A—2,700-2,700-100%$1.9M———
Round Rock Advisors LLC
N/A—2,698-2,698-100%$1.9M———
Legacy Wealth Advisors, LLC
N/A—2,697-2,697-100%$1.9M———
Northstar Advisory Group, LLC
N/A—2,685-2,685-100%$1.8M———
Strategic Financial Partners, Ltd.
N/A—2,679-2,679-100%$1.8M———
Alteri Wealth LLC
N/A—2,679-2,679-100%$1.8M———
Klingenstein Fields & Co LP
N/A—2,632-2,632-100%$1.8M———
Van Diest Capital, LLC
N/A—2,620-2,620-100%$1.8M———
BHK Investment Advisors, LLC
N/A—2,617-2,617-100%$1.8M———
Wealth Alliance, LLC
N/A—2,610-2,610-100%$1.8M———
Zevin Asset Management LLC
N/A—2,601-2,601-100%$1.8M———
Horizon Kinetics Asset Management LLC
N/A—2,599-2,599-100%$1.8M———
King Wealth Management Group
N/A—2,580-2,580-100%$1.8M———
Orcam Financial Group
N/A—2,576-2,576-100%$1.8M———
Hill Investment Group Partners, LLC
N/A—2,575-2,575-100%$1.8M———
V2 Financial group LLC
N/A—2,569-2,569-100%$1.8M———
Keystone Financial Services, LLC
N/A—2,515-2,515-100%$1.7M———
F/m Investments LLC
N/A—2,493-2,493-100%$1.7M———
Independent Advisor Alliance
N/A—2,489-2,489-100%$1.7M———
Cura Wealth Advisors, LLC
N/A—2,486-2,486-100%$1.7M———
Garden State Investment Advisory Services LLC
N/A—2,485-2,485-100%$1.7M———
Benchmark Investment Advisors LLC
N/A—2,475-2,475-100%$1.7M———
First Foundation Advisors
N/A—2,432-2,432-100%$1.7M———
Thomasville National Bank
N/A—2,431-2,431-100%$1.7M———
Snowwater Investment Partners, LLC
N/A—2,413-2,413-100%$1.7M———
Ellevest, Inc.
N/A—2,409-2,409-100%$1.6M———
Sargent Investment Group, LLC
N/A—2,409-2,409-100%$1.7M———
RPg Family Wealth Advisory, LLC
N/A—2,397-2,397-100%$1.6M———
Brookwood Investment Group LLC
N/A—2,368-2,368-100%$1.6M———
Cahill Financial Advisors Inc
N/A—2,366-2,366-100%$1.6M———
Berkshire Asset Management LLC
N/A—2,335-2,335-100%$1.6M———
OneAscent Wealth Management LLC
N/A—2,332-2,332-100%$1.6M———
GatePass Capital, LLC
N/A—2,323-2,323-100%$1.6M———
Beck Mack & Oliver LLC
N/A—2,322-2,322-100%$1.6M———
Osterweis Capital Management Inc
N/A—2,317-2,317-100%$1.6M———
Resources Management Corp
N/A—2,314-2,314-100%$1.6M———
Wealthquest Corp
N/A—2,305-2,305-100%$1.6M———
Mainstay Capital Management LLC
N/A—2,296-2,296-100%$1.6M———
Cape COD Five Cents Savings Bank
N/A—2,273-2,273-100%$1.6M———
Matters Capital LLC
N/A—2,253-2,253-100%$1.5M———
Magnolia Private Wealth, LLC
N/A—2,244-2,244-100%$1.5M———
Jupiter Wealth Management LLC
N/A—2,241-2,241-100%$1.5M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,217-2,217-100%$1.6M———
City National Bank of Florida
N/A—2,213-2,213-100%$1.5M———
Hopwood Nicholas Hunter
N/A—2,191-2,191-100%$1.5M———
Marshall Investment Management, LLC
N/A—2,158-2,158-100%$1.5M———
Bluebird Wealth Management LLC
N/A—2,155-2,155-100%$1.5M———
Colonial Trust Advisors
N/A—2,154-2,154-100%$1.5M———
GW&K Investment Management, LLC
N/A—2,154-2,154-100%$1.5M———
Brandywine Trust Co
N/A—2,149-2,149-100%$1.5M———
Dearborn Partners LLC
N/A—2,143-2,143-100%$1.5M———
Farmers National Bank
N/A—2,139-2,139-100%$1.5M———
Clear Street Group Inc.
N/A—2,108-2,108-100%$1.4M———
MSA Advisors, LLC
N/A—2,093-2,093-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—2,081-2,081-100%$1.4M———
Wellington-Altus USA Inc.
N/A—2,071-2,071-100%$1.2M———
Osprey Private Wealth LLC
N/A—2,066-2,066-100%$1.4M———
Wealth Management Associates, Inc.
N/A—2,062-2,062-100%$1.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—2,060-2,060-100%$1.4M———
Blue Chip Partners, LLC
N/A—2,050-2,050-100%$1.4M———
Park Place Capital Corp
N/A—1,994-1,994-100%$1.4M———
Bellwether Advisors, LLC
N/A—1,994-1,994-100%$1.4M———
Verity Wealth Advisors
N/A—1,985-1,985-100%$1.4M———
Allred Capital Management, LLC
N/A—1,984-1,984-100%$1.4M———
Fortune Financial Advisors, LLC
N/A—1,981-1,981-100%$1.4M———
Chesapeake Wealth Management
N/A—1,972-1,972-100%$1.4M———
Westwood Holdings Group Inc
N/A—1,948-1,948-100%$1.3M———
Winning Points Advisors, LLC
N/A—1,933-1,933-100%$1.3M———
Avenir Corp
N/A—1,930-1,930-100%$1.3M———
Osbon Capital Management LLC
N/A—1,928-1,928-100%$1.3M———
Twin Tree Management, LP
N/A—1,927-1,927-100%$1.3M———
RiverGlades Family Offices LLC
N/A—1,909-1,909-100%$1.3M———
Jackson Thornton Wealth Management, LLC
N/A—1,907-1,907-100%$1.3M———
Caitlin John, LLC
N/A—1,906-1,906-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—1,902-1,902-100%$1.3M———
Wulff, Hansen & Co.
N/A—1,898-1,898-100%$1.3M———
Daniel Investment Group, Inc.
N/A—1,894-1,894-100%$1.3M———
Allium Financial Advisors, LLC
N/A—1,891-1,891-100%$1.3M———
Buffalo Business & Estate Services LTD
N/A—1,882-1,882-100%$1.3M———
Security National Bank of Sioux City Iowa
N/A—1,878-1,878-100%$1.3M———
Stonebrook Private Inc.
N/A—1,838-1,838-100%$1.3M———
Bank of Hawaii
N/A—1,836-1,836-100%$1.3M———
Knightsbridge Asset Management, LLC
N/A—1,835-1,835-100%$1.3M———
Impact Partnership Wealth, LLC
N/A—1,826-1,826-100%$1.3M———
Plotkin Financial Advisors, LLC
N/A—1,822-1,822-100%$1.3M———
Blackhawk Capital Partners, LLC
N/A—1,816-1,816-100%$1.2M———
Coastwise Capital Group, LLC
N/A—1,815-1,815-100%$1.2M———
Fielder Capital Group LLC
N/A—1,814-1,814-100%$1.2M———
Howe & Rusling Inc
N/A—1,790-1,790-100%$1.2M———
Holderness Investments Co
N/A—1,789-1,789-100%$1.2M———
Smart Money Group LLC
N/A—1,782-1,782-100%$1.2M———
Family Manage LLC
N/A—1,780-1,780-100%$1.2M———
Dimension Capital Management LLC
N/A—1,773-1,773-100%$1.2M———
Evolve Private Wealth, LLC
N/A—1,769-1,769-100%$1.2M———
Voya Investment Management LLC
N/A—1,755-1,755-100%$1.2M———
Icon Wealth Advisors, LLC
N/A—1,748-1,748-100%$1.2M———
One Wealth Advisors, LLC
N/A—1,741-1,741-100%$1.2M———
Silicon Valley Capital Partners
N/A—1,728-1,728-100%$1.2M———
Larch Capital Partners LLC
N/A—1,711-1,711-100%$1.2M———
Eagle Capital Management LLC
N/A—1,708-1,708-100%$1.2M———
Empirical Finance, LLC
N/A—1,698-1,698-100%$1.2M———
SlateStone Wealth, LLC
N/A—1,698-1,698-100%$1.2M———
Retirement Planning Group, LLC / NY
N/A—1,694-1,694-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—1,693-1,693-100%$1.2M———
Planning Directions Inc
N/A—1,683-1,683-100%$1.2M———
FreeGulliver LLC
N/A—1,674-1,674-100%$1.1M———
Brogan Financial, Inc.
N/A—1,662-1,662-100%$1.1M———
BWM Planning, LLC
N/A—1,660-1,660-100%$1.1M———
Tidemark, LLC
N/A—1,659-1,659-100%$1.1M———
Wealth Management Strategies, Inc.
N/A—1,657-1,657-100%$1.1M———
Forum Private Client Group LLC
N/A—1,631-1,631-100%$1.1M———
Ranch Capital Advisors Inc.
N/A—1,626-1,626-100%$1.1M———
Paragon Financial Partners, Inc.
N/A—1,626-1,626-100%$1.1M———
ATLas Financial Planning LLC
N/A—1,625-1,625-100%$1.1M———
Addison Capital Co
N/A—1,625-1,625-100%$1.1M———
Twin City Private Wealth, LLC
N/A—1,615-1,615-100%$1.1M———
Generations Wealth, LLC
N/A—1,602-1,602-100%$1.1M———
Manhattan West Asset Management, LLC
N/A—1,586-1,586-100%$1.1M———
Palisades Hudson Asset Management, L.P.
N/A—1,586-1,586-100%$1.1M———
Sherwood Financial Partners, LLC
N/A—1,582-1,582-100%$1.1M———
Elite Financial, Inc.
N/A—1,575-1,575-100%$1.1M———
Fund Advisors of America Inc
N/A—1,568-1,568-100%$1.1M———
Bay Rivers Group
N/A—1,567-1,567-100%$1.1M———
Concentrum Wealth Management
N/A—1,545-1,545-100%$1.1M———
Interactive Financial Advisors, Inc.
N/A—1,539-1,539-100%$959.0K———
Hall Capital Management Co Inc
N/A—1,536-1,536-100%$1.1M———
First Wilshire Securities Management Inc
N/A—1,533-1,533-100%$1.1M———
Pine Harbor Wealth Management, LLC
N/A—1,531-1,531-100%$1.1M———
KMT Wealth Management, LLC
N/A—1,529-1,529-100%$1.1M———
Polen Capital Management LLC
N/A—1,518-1,518-100%$1.0M———
Saranac Partners Ltd
N/A—1,509-1,509-100%$1.0M———
PW Advisors, LLC \ FL
N/A—1,507-1,507-100%$1.0M———
Wallace Capital Management Inc.
N/A—1,492-1,492-100%$1.0M———
Diametric Capital, LP
N/A—1,490-1,490-100%$1.0M———
Capstone Financial Advisors, Inc.
N/A—1,473-1,473-100%$1.0M———
Cumberland Partners Ltd
N/A—1,463-1,463-100%$1.0M———
Delta Investment Management, LLC
N/A—1,457-1,457-100%$1.0M———
Symphony Financial Services, Inc.
N/A—1,450-1,450-100%$995.9K———
Orion Capital Management LLC
N/A—1,449-1,449-100%$995.2K———
Foster & Motley Inc
N/A—1,446-1,446-100%$993.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,431-1,431-100%$982.8K———
Broadview Financial Management, LLC
N/A—1,421-1,421-100%$975.7K———
Astoria Strategic Wealth, Inc.
N/A—1,420-1,420-100%$975.3K———
ArborFi Advisors, LLC
N/A—1,414-1,414-100%$971.1K———
Jain Global LLC
N/A—1,414-1,414-100%$971.1K———
Trivant Custom Portfolio Group, LLC
N/A—1,407-1,407-100%$966.3K———
Van Hulzen Asset Management, LLC
N/A—1,401-1,401-100%$962.4K———
RPS Advisory Solutions LLC
N/A—1,399-1,399-100%$961.1K———
Eaton Financial Holdings Company, LLC
N/A—1,394-1,394-100%$957.5K———
Main Management LLC
N/A—1,391-1,391-100%$955.0K———
Ascension Capital Advisors, Inc.
N/A—1,388-1,388-100%$953.6K———
Evergreen Wealth Partners LLC
N/A—1,383-1,383-100%$950.0K———
Blue Edge Capital, LLC
N/A—1,373-1,373-100%$943.3K———
Indie Asset Partners, LLC
N/A—1,365-1,365-100%$937.5K———
Proactive Wealth Strategies LLC
N/A—1,364-1,364-100%$936.7K———
Schnieders Capital Management, Llc.
N/A—1,350-1,350-100%$926.9K———
Private Capital Management, LLC
N/A—1,347-1,347-100%$925.1K———
Teachers Insurance & Annuity Association of America
N/A—1,343-1,343-100%$922.4K———
Timbuktu Capital Management, LLC
N/A—1,334-1,334-100%$916.2K———
CBM Financial, LLC
N/A—1,321-1,321-100%$902.5K———
Lakeridge Wealth Management LLC
N/A—1,321-1,321-100%$907.4K———
Graney & King, LLC
N/A—1,296-1,296-100%$890.1K———
New Age Alpha Advisors, LLC
N/A—1,293-1,293-100%$888.0K———
Titan Global Capital Management USA LLC
N/A—1,293-1,293-100%$887.7K———
Valley Financial Group, Inc.
N/A—1,289-1,289-100%$885.3K———
Vantus Wealth LLC
N/A—1,282-1,282-100%$880.6K———
Creekmur Asset Management LLC
N/A—1,278-1,278-100%$877.8K———
Mpwm Advisory Solutions, LLC
N/A—1,275-1,275-100%$875.4K———
Amara Financial, Llc.
N/A—1,275-1,275-100%$875.5K———
Beckerman Institutional, LLC
N/A—1,272-1,272-100%$873.5K———
Alta Wealth Advisors LLC
N/A—1,268-1,268-100%$871.2K———
Pacific Financial Group Inc
N/A—1,262-1,262-100%$866.6K———
Colonial Trust Co / SC
N/A—1,257-1,257-100%$863.3K———
Miller Investment Management, LP
N/A—1,256-1,256-100%$862.6K———
Mason & Associates Inc
N/A—1,248-1,248-100%$857.4K———
Prostatis Group LLC
N/A—1,241-1,241-100%$852.3K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,238-1,238-100%$850.3K———
Sagewood Asset Management LP
N/A—1,234-1,234-100%$847.5K———
Walsh & Associates, LLC
N/A—1,225-1,225-100%$841.4K———
Inspire Advisors, LLC
N/A—1,215-1,215-100%$834.1K———
Platform Wealth Management, LLC
N/A—1,210-1,210-100%$830.8K———
Summit Wealth Partners, LLC
N/A—1,210-1,210-100%$831.2K———
Silver Coast Investments LLC
N/A—1,207-1,207-100%$828.9K———
Shepherd Kaplan Krochuk, LLC
N/A—1,206-1,206-100%$828.3K———
Borer Denton & Associates, Inc.
N/A—1,203-1,203-100%$826.5K———
ST Germain D J Co Inc
N/A—1,189-1,189-100%$816.6K———
Leigh Baldwin & Co., LLC
N/A—1,188-1,188-100%$815.7K———
AMJ Financial Wealth Management
N/A—1,155-1,155-100%$690.4K———
Rothschild Capital Partners, LLC
N/A—1,148-1,148-100%$788.5K———
Ames National Corp
N/A—1,148-1,148-100%$788.5K———
Plum Street Advisors, LLC
N/A—1,146-1,146-100%$787.2K———
Resurgent Financial Advisors LLC
N/A—1,131-1,131-100%$776.8K———
Trustco Bank Corp N Y
N/A—1,131-1,131-100%$776.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,127-1,127-100%$774.0K———
Chatterton & Associates Inc.
N/A—1,126-1,126-100%$777.7K———
Ironvine Capital Partners, LLC
N/A—1,125-1,125-100%$772.7K———
Oak Wealth Advisors LLC
N/A—1,115-1,115-100%$765.6K———
Cadence Wealth Management LLC
N/A—1,108-1,108-100%$760.9K———
1832 Asset Management L.P.
N/A—1,105-1,105-100%$758.9K———
Concorde Asset Management, LLC
N/A—1,104-1,104-100%$758.2K———
Main Street Research LLC
N/A—1,104-1,104-100%$758.6K———
Rosenblum Silverman Sutton S F Inc
N/A—1,103-1,103-100%$757.6K———
USA Financial Formulas
N/A—1,103-1,103-100%$757.6K———
AllGen Financial Advisors, Inc.
N/A—1,102-1,102-100%$756.9K———
Campion Asset Management
N/A—1,100-1,100-100%$755.5K———
Novare Capital Management LLC
N/A—1,090-1,090-100%$748.8K———
Elk River Wealth Management LLC
N/A—1,088-1,088-100%$747.2K———
Dopkins Wealth Management, LLC
N/A—1,085-1,085-100%$745.2K———
FFT Wealth Management LLC
N/A—1,084-1,084-100%$744.6K———
Lavaca Capital LLC
N/A—1,075-1,075-100%$738.3K———
Kropog Financial Group, LLC
N/A—1,074-1,074-100%$737.9K———
Ackerman Asset Management, LLC
N/A—1,067-1,067-100%$732.8K———
White Pine Capital LLC
N/A—1,062-1,062-100%$729.4K———
Townsquare Capital LLC
N/A—1,052-1,052-100%$722.3K———
Navalign, LLC
N/A—1,044-1,044-100%$717.2K———
Tevis Investment Management
N/A—1,039-1,039-100%$713.7K———
Osborne Partners Capital Management, LLC
N/A—1,029-1,029-100%$706.7K———
Bellars Harris Wealth Management, LLC
N/A—1,027-1,027-100%$705.4K———
Delta Asset Management LLC
N/A—1,022-1,022-100%$701.9K———
NCM Capital Management, LLC
N/A—1,022-1,022-100%$701.7K———
Delos Wealth Advisors, LLC
N/A—1,014-1,014-100%$696.4K———
Eldridge Investment Advisors, Inc.
N/A—1,011-1,011-100%$694.2K———
Payne Capital Management, LLC
N/A—1,005-1,005-100%$690.1K———
Financial Gravity Companies, Inc.
N/A—1,005-1,005-100%$690.0K———
Kerr Financial Planning Corp
N/A—1,003-1,003-100%$688.9K———
Painted Porch Advisors LLC
N/A—999-999-100%$686.4K———
Wealthedge Investment Advisors, LLC
N/A—999-999-100%$686.6K———
Swan Capital LLC
N/A—992-992-100%$681.6K———
Clarity Financial LLC
N/A—990-990-100%$679.7K———
Beck Capital Management, LLC
N/A—987-987-100%$677.9K———
Ark Wealth Advisors LLC
N/A—983-983-100%$674.8K———
Forum Finance Group S.A.
N/A—975-975-100%$541———
Seneschal Advisors, LLC
N/A—973-973-100%$668.3K———
IF Advisors, LLC
N/A—965-965-100%$662.8K———
Providence Capital Advisors, LLC
N/A—960-960-100%$659.3K———
Oxinas Partners, LLC
N/A—957-957-100%$657.6K———
Elgethun Capital Management
N/A—950-950-100%$652.7K———
MOR Wealth Management, LLC
N/A—942-942-100%$646.9K———
Spwm Advisors LLC
N/A—930-930-100%$635.6K———
Empirical Asset Management, LLC
N/A—927-927-100%$636.5K———
Clarion Wealth Managment Partners, LLC
N/A—915-915-100%$628.2K———
Columbia River Financial Group, LLC
N/A—905-905-100%$621.0K———
PlanVest Financial, Inc
N/A—902-902-100%$619.2K———
Perspective Wealth Advisors LLC
N/A—898-898-100%$616.8K———
Bellevue Asset Management, LLC
N/A—896-896-100%$617.4K———
one8zero8, LLC
N/A—890-890-100%$611.3K———
Prosperity Bancshares Inc
N/A—889-889-100%$610.6K———
Strait & Sound Wealth Management LLC
N/A—887-887-100%$609.2K———
Prestige Wealth Management Group LLC
N/A—883-883-100%$606.6K———
FLC Capital Advisors
N/A—879-879-100%$603.7K———
VAN DEN Berg Management I, Inc
N/A—872-872-100%$598.9K———
Meadowbrook Advisors Group, LLC
N/A—870-870-100%$597.6K———
Clare Market Investments LLC
N/A—867-867-100%$595.5K———
PMG Wealth Management, Inc.
N/A—860-860-100%$590.9K———
Significant Wealth Partners LLC
N/A—859-859-100%$590.1K———
Hutchinson Capital Management
N/A—855-855-100%$587.2K———
CCG Wealth Management, LLC
N/A—852-852-100%$584.9K———
Trinity Legacy Partners, LLC
N/A—847-847-100%$584.4K———
Tobias Financial Advisors, Inc.
N/A—845-845-100%$580.4K———
Compass Capital Corp
N/A—838-838-100%$595.5K———
Glassy Mountain Advisors, Inc.
N/A—834-834-100%$572.8K———
Lcnb Corp
N/A—833-833-100%$572.1K———
ODonnell Financial Services, LLC
N/A—832-832-100%$571.6K———
Atlantic Family Wealth, LLC
N/A—829-829-100%$569.8K———
LGL Partners, LLC
N/A—825-825-100%$566.6K———
Aspiring Ventures, LLC
N/A—824-824-100%$565.8K———
Legacy Financial Advisors, Inc.
N/A—822-822-100%$564.5K———
Emissary Wealth LLC
N/A—821-821-100%$564.1K———
Aspen Capital Management, LLC
N/A—819-819-100%$562.6K———
Port Capital LLC
N/A—811-811-100%$557.0K———
Financial Life Planners
N/A—799-799-100%$548.8K———
Timmons Wealth Management, LLC
N/A—799-799-100%$549.0K———
Threadgill Financial, LLC
N/A—798-798-100%$548.2K———
Koss-Olinger Consulting, LLC
N/A—797-797-100%$547.4K———
Iron Gate Global Advisors LLC
N/A—796-796-100%$547.0K———
Trustmark Bank Trust Department
N/A—794-794-100%$545.3K———
New Insight Wealth Advisors
N/A—791-791-100%$543.1K———
Security National Bank of SO DAK
N/A—789-789-100%$541.9K———
Rollins Financial Advisors, LLC
N/A—787-787-100%$540.5K———
Mason Investment Advisory Services, Inc.
N/A—779-779-100%$535.2K———
Caldwell Sutter Capital, Inc.
N/A—771-771-100%$529.5K———
Nelson Capital Management, LLC
N/A—769-769-100%$528.2K———
Hudson Value Partners, LLC
N/A—762-762-100%$523.3K———
German American Bancorp, Inc.
N/A—760-760-100%$522.0K———
Avant Capital LLC
N/A—760-760-100%$522.1K———
Callahan Advisors, LLC
N/A—758-758-100%$520.4K———
PCG Wealth Advisors, LLC
N/A—758-758-100%$520.8K———
Vawter Financial, Ltd.
N/A—755-755-100%$518.5K———
Mustico Financial Group, Inc.
N/A—753-753-100%$511.4K———
WFA of San Diego, LLC
N/A—751-751-100%$536.9K———
Financial Plan, Inc.
N/A—747-747-100%$513.0K———
Balanced Wealth Group LLC
N/A—743-743-100%$510.6K———
Element Wealth, LLC
N/A—740-740-100%$508.4K———
Novus Advisors, LLC
N/A—727-727-100%$499.3K———
Wealth Advisors of Iowa, LLC
N/A—727-727-100%$499.6K———
Banque Transatlantique SA
N/A—725-725-100%$497.9K———
Drake & Associates, LLC
N/A—719-719-100%$493.8K———
Riverview Capital Advisers, LLC
N/A—716-716-100%$492.0K———
Astoria Portfolio Advisors Llc.
N/A—700-700-100%$480.9K———
Chaney Capital Management, Inc.
N/A—696-696-100%$478.0K———
Legacy Wealth Managment, LLC
N/A—696-696-100%$478.3K———
Shared Vision Wealth Group LLC
N/A—693-693-100%$476.0K———
Marietta Investment Partners LLC
N/A—689-689-100%$473.2K———
First Commonwealth Financial Corp
N/A—685-685-100%$470.5K———
Claret Asset Management Corp
N/A—681-681-100%$468.0K———
WPWealth LLP
N/A—679-679-100%$466.6K———
Steigerwald, Gordon & Koch Inc.
N/A—678-678-100%$465.9K———
McDonough Capital Management, Inc
N/A—675-675-100%$463.6K———
Capstone Wealth Management, Inc.
N/A—673-673-100%$462.3K———
J. M. Brown & Associates Inc.
N/A—669-669-100%$459.7K———
YCG, LLC
N/A—668-668-100%$458.6K———
Strategic Financial Planning, Inc.
N/A—662-662-100%$454.7K———
Legacy Capital Group California, Inc.
N/A—661-661-100%$453.7K———
Shelton Capital Management
N/A—656-656-100%$450.5K———
Kilter Group LLC
N/A—648-648-100%$445.1K———
Ellenbecker Investment Group
N/A—647-647-100%$444.9K———
CIM, LLC
N/A—645-645-100%$443.0K———
J.E. Simmons & Co., P.C.
N/A—640-640-100%$439.6K———
Darwin Wealth Management, LLC
N/A—638-638-100%$438.3K———
Perissos Private Wealth Management, LLC
N/A—635-635-100%$436.1K———
Moneda S.A. Administradora General de Fondos
N/A—634-634-100%$435.4K———
Measured Wealth Private Client Group, LLC
N/A—632-632-100%$433.7K———
Seaside Wealth Management, Inc.
N/A—631-631-100%$433.4K———
Lafayette Investments, Inc.
N/A—630-630-100%$432.8K———
Chancellor Financial Group WB LP
N/A—629-629-100%$432.1K———
Owen LaRue, LLC
N/A—628-628-100%$431.3K———
Hobbs Group Advisors, LLC
N/A—626-626-100%$429.8K———
Team Hewins, LLC
N/A—616-616-100%$423.1K———
Custos Family Office, LLC
N/A—616-616-100%$423.0K———
Presidio Capital Management, LLC
N/A—615-615-100%$422.1K———
Cascade Wealth Advisors, Inc
N/A—600-600-100%$426.1K———
Hilltop Partners LLC
N/A—594-594-100%$407.7K———
Laraway Financial Advisors Inc
N/A—592-592-100%$406.6K———
Mission Hills Financial Advisory, LLC
N/A—589-589-100%$404.4K———
Wayfinding Financial, LLC
N/A—586-586-100%$402.0K———
Thompson David Blair
N/A—583-583-100%$400.2K———
Sachetta, LLC
N/A—579-579-100%$397.6K———
Planning Center, Inc.
N/A—577-577-100%$396.4K———
Connors Investor Services Inc
N/A—572-572-100%$392.9K———
Seascape Capital Management
N/A—569-569-100%$391.0K———
Conservest Capital Advisors, Inc.
N/A—566-566-100%$388.7K———
CNB Bank
N/A—565-565-100%$388.0K———
VeraBank, N.A.
N/A—564-564-100%$387.4K———
Paces Ferry Wealth Advisors, LLC
N/A—562-562-100%$385.7K———
Clarkston Capital Partners, LLC
N/A—556-556-100%$381.9K———
Forty-three Eighteen Advisors, LLC
N/A—556-556-100%$381.6K———
Simmons Bank
N/A—554-554-100%$380.5K———
Copley Financial Group, Inc.
N/A—550-550-100%$377.7K———
E-Wealth Partners, LLC
N/A—546-546-100%$375.2K———
Banque Cantonale Vaudoise
N/A—542-542-100%$372.0K———
ESL Trust Services, LLC
N/A—542-542-100%$372.3K———
Vermillion & White Wealth Management Group, LLC
N/A—542-542-100%$372.4K———
Fourth Dimension Wealth, LLC
N/A—539-539-100%$370.1K———
Copia Wealth Management
N/A—537-537-100%$368.6K———
Atlantic Private Wealth, LLC
N/A—534-534-100%$366.8K———
Novak & Powell Financial Services, Inc.
N/A—532-532-100%$365.4K———
Tulsa Wealth Advisors, Inc
N/A—529-529-100%$363.3K———
Access Financial Services, Inc.
N/A—529-529-100%$363.5K———
Emerald Investment Advisers, LLC
N/A—527-527-100%$361.9K———
Rogco, LP
N/A—525-525-100%$360.6K———
Aurdan Capital Management, LLC
N/A—524-524-100%$359.7K———
Hamilton Wealth, LLC
N/A—515-515-100%$353.7K———
Silver OAK Wealth Advisors Services, LLC
N/A—515-515-100%$353.9K———
Atlas Wealth LLC
N/A—514-514-100%$353.0K———
Boulder Wealth Advisors, LLC
N/A—513-513-100%$352.3K———
Toews Corp
N/A—512-512-100%$351.6K———
Estate Planners Group, LLC
N/A—509-509-100%$349.7K———
9823 Capital, L.P.
N/A—509-509-100%$349.3K———
Motco
N/A—507-507-100%$348.2K———
Birchcreek Wealth Management, LLC
N/A—505-505-100%$346.8K———
M1 Capital Management LLC
N/A—505-505-100%$346.9K———
Balyasny Asset Management L.P.
N/A—502-502-100%$344.8K———
East Coast Asset Management, Llc.
N/A—500-500-100%$343.4K———
Joule Financial, LLC
N/A—497-497-100%$341.3K———
Clarendon Private LLC
N/A—493-493-100%$338.8K———
KKM Financial LLC
N/A—490-490-100%$336.5K———
LWM Advisory Services, LLC
N/A—489-489-100%$335.9K———
MB Generational Wealth, LLC
N/A—486-486-100%$333.8K———
Octavia Wealth Advisors, LLC
N/A—482-482-100%$331.4K———
Curio Wealth, LLC
N/A—480-480-100%$329.7K———
Sky-Mountain Capital Management, Inc.
N/A—478-478-100%$328.3K———
McNamara Financial Services, Inc.
N/A—477-477-100%$327.6K———
O'rourke & Company, Inc
N/A—472-472-100%$324.3K———
Hilltop Wealth Advisors, LLC
N/A—471-471-100%$323.2K———
Fairfield, Bush & Co.
N/A—465-465-100%$319.5K———
Riverstone Advisors, LLC
N/A—460-460-100%$315.9K———
PSI Advisors, LLC
N/A—458-458-100%$314.5K———
OakTrust Wealth Advisors, LLC
N/A—458-458-100%$314.4K———
Morse Asset Management, Inc
N/A—457-457-100%$313.9K———
TRB Wealth Management, LLC
N/A—456-456-100%$313.2K———
Prudent Investors Network, Inc.
N/A—453-453-100%$311.1K———
Ramirez Asset Management, Inc.
N/A—448-448-100%$307.7K———
Vela Investment Management, LLC
N/A—446-446-100%$306.6K———
Harvest Investment Services, LLC
N/A—446-446-100%$306.2K———
Rather & Kittrell, Inc.
N/A—437-437-100%$300.4K———
Old North State Trust, LLC
N/A—433-433-100%$297.0K———
Keystone Financial Services
N/A—432-432-100%$296.7K———
Kinetic Wealth Investment Advisors LLC
N/A—430-430-100%$295.5K———
Greykasell Wealth Strategies, Inc.
N/A—428-428-100%$294.1K———
RED Reef Advisors LLC
N/A—427-427-100%$293.3K———
Imprint Wealth LLC
N/A—426-426-100%$292.6K———
New World Advisors LLC
N/A—426-426-100%$292.6K———
S&CO Inc
N/A—423-423-100%$290.0K———
Capital Counsel LLC
N/A—423-423-100%$290.5K———
Bravias Capital Group, LLC
N/A—423-423-100%$290.5K———
Matrix Private Capital Group LLC
N/A—423-423-100%$290.7K———
Signet Private Wealth LLC
N/A—422-422-100%$289.7K———
American Financial Advisors, LLC
N/A—419-419-100%$288.1K———
Christine Messmer PC
N/A—418-418-100%$287.0K———
Avise Financial Cooperative, Inc.
N/A—417-417-100%$286.7K———
Seaview Investment Managers LLC
N/A—417-417-100%$286.4K———
Samlyn Capital, LLC
N/A—410-410-100%$281.6K———
Traub Capital Management LLC
N/A—409-409-100%$280.8K———
Steadtrust LLC
N/A—406-406-100%$278.8K———
Harbour Wealth Management Group, Inc.
N/A—406-406-100%$278.5K———
Affinity Wealth Management LLC
N/A—406-406-100%$279.0K———
Cbiz Investment Advisory Services, LLC
N/A—405-405-100%$241.8K———
Orleans Capital Management Corp
N/A—403-403-100%$276.8K———
Jacobson & Schmitt Advisors, LLC
N/A—399-399-100%$274.0K———
Satovsky Asset Management LLC
N/A—394-394-100%$270.8K———
Financial Alternatives, Inc
N/A—392-392-100%$269.1K———
Field & Main Bank
N/A—391-391-100%$268.5K———
Dempze Nancy E
N/A—390-390-100%$267.9K———
Carr Financial Group Corp
N/A—389-389-100%$267.2K———
Napier Financial, LLC
N/A—387-387-100%$265.8K———
Nalls Sherbakoff Group, LLC
N/A—385-385-100%$264.4K———
Planwiser Financial, LLC
N/A—384-384-100%$263.5K———
Fischer Investment Strategies, LLC
N/A—382-382-100%$262.5K———
Adaptive Financial Consulting, LLC
N/A—381-381-100%$261.7K———
Arbor Trust Wealth Advisors, LLC
N/A—377-377-100%$258.9K———
Arvest Bank Trust Division
N/A—374-374-100%$256.9K———
Mrwm Advisors, LLC
N/A—374-374-100%$256.9K———
DRW Securities, LLC
N/A—372-372-100%$255.5K———
M. Kulyk & Associates, LLC
N/A—371-371-100%$254.6K———
Sollinda Capital Management LLC
N/A—370-370-100%$254.1K———
Wills Financial Group LLC
N/A—364-364-100%$250.0K———
Swisher Financial Concepts, Inc.
N/A—362-362-100%$248.3K———
Trexquant Investment LP
N/A—361-361-100%$247.9K———
Wealthgarden F.S. LLC
N/A—358-358-100%$245.8K———
Seneca House Advisors
N/A—357-357-100%$245.3K———
Sonoma Private Wealth LLC
N/A—356-356-100%$244.5K———
Tailwinds Wealth, LLC
N/A—354-354-100%$243.1K———
Protective Life Corp
N/A—354-354-100%$243.1K———
Berry Wealth Group, LP
N/A—352-352-100%$241.7K———
Rock Point Advisors, LLC
N/A—352-352-100%$241.8K———
Warner Group LLC
N/A—350-350-100%$240.4K———
PIN OAK Investment Advisors Inc
N/A—349-349-100%$240.0K———
WJ Financial Advisors LLC
N/A—343-343-100%$235.7K———
First National Bank of Hutchinson
N/A—342-342-100%$234.9K———
American Money Management, LLC
N/A—341-341-100%$234.1K———
Beaton Management Co. Inc.
N/A—340-340-100%$234.0K———
Caxton Corp
N/A—339-339-100%$233.1K———
Miramar Capital, LLC
N/A—337-337-100%$231.5K———
McCartney Wealth Management LLC
N/A—337-337-100%$231.3K———
Tilson Financial Group, Inc.
N/A—335-335-100%$229.7K———
IAM Advisory, LLC
N/A—333-333-100%$228.7K———
Wood Tarver Financial Group, LLC
N/A—333-333-100%$228.0K———
Tiemann Investment Advisors, LLC
N/A—331-331-100%$227.3K———
PCB Capital LLC
N/A—328-328-100%$225.3K———
Waterford Advisors, LLC
N/A—327-327-100%$224.6K———
Highland Investment Advisors LLC
N/A—323-323-100%$222.1K———
Balanced Rock Investment Advisors LLC
N/A—322-322-100%$221.2K———
Eaton-Cambridge Inc.
N/A—321-321-100%$220.5K———
FCA Corp
N/A—321-321-100%$220.5K———
WealthTrust Axiom LLC
N/A—311-311-100%$213.9K———
Tranquilli Financial Advisor LLC
N/A—311-311-100%$213.6K———
Trailhead Planners LLC
N/A—310-310-100%$212.9K———
Nvest Financial, LLC
N/A—310-310-100%$212.9K———
Everpar Advisors LLC
N/A—308-308-100%$211.8K———
Red Wave Investments LLC
N/A—308-308-100%$211.5K———
Paradigm Capital Management, LLC
N/A—307-307-100%$211.0K———
Talisman Wealth Advisors LLC
N/A—307-307-100%$210.5K———
Bernard Wealth Management Corp.
N/A—301-301-100%$206.9K———
Dodge & COX
N/A—300-300-100%$206.2K———
Annandale Capital, LLC
N/A—300-300-100%$206.0K———
Anderson Financial Strategies, LLC
N/A—294-294-100%$207.8K———
Turner Financial Group, Inc.
N/A—292-292-100%$200.2K———
Retirement Management Systems Inc.
N/A—292-292-100%$200.3K———
Top Private Wealth Llc.
N/A—280-280-100%$192.6K———
Tanglewood Legacy Advisors, LLC
N/A—278-278-100%$190.9K———
Cornerstone Financial Management LLC
N/A—270-270-100%$185.3K———
Optiver Holding B.V.
N/A—269-269-100%$184.8K———
Rowlandmiller & Partners.adv
N/A—260-260-100%$178.8K———
Game Plan Financial Advisors, LLC
N/A—252-252-100%$173.1K———
Wallace Hart LLC
N/A—230-230-100%$158.0K———
Chelsea Counsel Co
N/A—228-228-100%$156.6K———
Westend Capital Management, LLC
N/A—212-212-100%$145.7K———
Miller Capital Partners, Inc.
N/A—208-208-100%$142.9K———
Legal & General Group Plc
N/A—205-205-100%$140.6K———
McMillan Office, Inc.
N/A—204-204-100%$140.1K———
Centennial Bank
N/A—200-200-100%$137.4K———
Chesapeake Asset Management LLC
N/A—190-190-100%$130.7K———
Pinney & Scofield, Inc.
N/A—186-186-100%$127.8K———
Transamerica Financial Advisors, LLC
N/A—180-180-100%$123.6K———
Godfrey Financial Associates, Inc.
N/A—173-173-100%$118.8K———
Dogwood Wealth Management LLC
N/A—173-173-100%$118.6K———
Bitterroot Capital Advisors LLC
N/A—161-161-100%$110.6K———
Regatta Research & Money Management
N/A—150-150-100%$102.0K———
Truvestments Capital LLC
N/A—142-142-100%$97.5K———
Cordant, Inc.
N/A—136-136-100%$93.3K———
Lummis Asset Management, LP
N/A—133-133-100%$91.3K———
Private Wealth Asset Management, LLC
N/A—130-130-100%$89.3K———
Harborfront Financial Group LLC
N/A—114-114-100%$78.5K———
Investors Portfolio Services LLC
N/A—102-102-100%$69.9K———
FWL Investment Management, LLC
N/A—100-100-100%$68.7K———
1 North Wealth Services LLC
N/A—98-98-100%$67.6K———
CoreFirst Bank & Trust
N/A—98-98-100%$67.3K———
Avalon Trust Co
N/A—92-92-100%$63.2K———
Abound Financial, LLC
N/A—90-90-100%$61.8K———
Capital Advisor Network LLC
N/A—67-67-100%$46.0K———
XP Advisory US, Inc.
N/A—65-65-100%$44.6K———
Front Row Advisors LLC
N/A—50-50-100%$35.4K———
Logan Capital Management Inc
N/A—48-48-100%$33.0K———
Basepoint Wealth LLC
N/A—42-42-100%$28.8K———
Ballast Advisors LLC
N/A—40-40-100%$27.5K———
Tripletail Wealth Management, LLC
N/A—34-34-100%$23.3K———
Mark Sheptoff Financial Planning, LLC
N/A—31-31-100%$21.5K———
Anchor Bay Capital, Inc.
N/A—29-29-100%$20.3K———
Broadwater Capital Management LLC
N/A—24-24-100%$16.5K———
Meramec Financial Planners, LLC
N/A—20-20-100%$13.6K———
Purpose Unlimited Inc.
N/A—17-17-100%$11.6K———
Ross\johnson & Associates LLC
N/A—13-13-100%$8.9K———
Benson Wealth Management Inc
N/A—9-9-100%$6.2K———
FIL Ltd
N/A—8-8-100%$5.5K———
Rice Partnership, LLC
N/A—7-7-100%$4.8K———
Quantum Portfolio Management LLC
N/A—6-6-100%$4.1K———
Gould Capital, LLC
N/A—6-6-100%$4.1K———
Windsor Advisory Group, LLC
N/A—3-3-100%$2.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2-2-100%$1.4K———
Ankerstar Wealth, LLC
N/A—1-1-100%$989———
Moneta Group Investment Advisors LLC
N/A—00—$0———
Showing 4166 of 4166 institutions