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Vanguard Mid-Cap Value ETF (VOE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares4,074,853 from 4,426,816
Change-351,963 (-8%)
Value$796.8M (-$78.0M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares1,426,084 from 1,439,048
Change-12,964 (-1%)
Value$278.8M (-$5.5M)
Filed 2026-11-06
Stephens Group Asset Management, LLC
INCREASED
Shares1,227,780 from 1,223,159
Change+4,621 (+0%)
Value$240.1M (-$1.6M)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares1,194,411 from 1,161,630
Change+32,781 (+3%)
Value$233.5M (+$4.0M)
Filed 2026-11-06
Orgel Wealth Management, LLC
DECREASED
Shares929,178 from 961,906
Change-32,728 (-3%)
Value$181.7M (-$8.4M)
Filed 2026-10-14
Vantagepoint Investment Advisers LLC
INCREASED
Shares644,339 from 626,144
Change+18,195 (+3%)
Value$126.0M (+$2.3M)
Filed 2026-10-26
SYM Financial Corp
INCREASED
Shares572,043 from 569,031
Change+3,012 (+1%)
Value$111.9M (-$588.9K)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares527,474 from 504,063
Change+23,411 (+5%)
Value$103.1M (+$3.5M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares468,420 from 465,241
Change+3,179 (+1%)
Value$91.6M (-$341.5K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares383,472 from 382,832
Change+640 (+0%)
Value$75.0M (-$667.2K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares369,102 from 409,752
Change-40,650 (-10%)
Value$72.2M (-$8.8M)
Filed 2026-11-02
Rodgers & Associates, LTD
DECREASED
Shares367,739 from 373,683
Change-5,944 (-2%)
Value$71.9M (-$1.9M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares345,020 from 339,843
Change+5,177 (+2%)
Value$67.5M (+$308.8K)
Filed 2026-10-30
Everhart Financial Group, Inc.
INCREASED
Shares342,034 from 319,994
Change+22,040 (+7%)
Value$66.9M (+$3.6M)
Filed 2026-10-08
Krilogy Financial LLC
INCREASED
Shares312,692 from 308,154
Change+4,538 (+1%)
Value$63.5M (+$2.6M)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares309,732 from 335,783
Change-26,051 (-8%)
Value$60.5M (-$5.8M)
Filed 2026-10-13
Berman McAleer LLC
DECREASED
Shares302,376 from 304,687
Change-2,311 (-1%)
Value$59.1M (-$1.1M)
Filed 2026-10-16
Trust Co
INCREASED
Shares263,184 from 260,508
Change+2,676 (+1%)
Value$51.5M (-$16.0K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
INCREASED
Shares262,972 from 262,126
Change+846 (+0%)
Value$51.4M (-$547.6K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares252,078 from 246,711
Change+5,367 (+2%)
Value$49.3M (+$538.8K)
Filed 2026-11-02
Kwmg, LLC
INCREASED
Shares223,983 from 214,735
Change+9,248 (+4%)
Value$43.8M (+$1.4M)
Filed 2026-10-07
HUB Investment Partners, LLC
DECREASED
Shares218,329 from 223,312
Change-4,983 (-2%)
Value$42.7M (-$1.4M)
Filed 2026-11-03
Marotta Asset Management
INCREASED
Shares216,997 from 216,004
Change+993 (+0%)
Value$42.4M (-$393.4K)
Filed 2026-10-02
Condor Capital Management
INCREASED
Shares168,584 from 168,392
Change+192 (+0%)
Value$33.0M (-$310.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares166,778 from 144,016
Change+22,762 (+16%)
Value$32.6K (-$28.4M)
Filed 2026-11-02
Diesslin Group, Inc.
INCREASED
Shares161,230 from 155,553
Change+5,677 (+4%)
Value$31.5M (+$788.1K)
Filed 2026-10-14
Presilium Private Wealth, LLC
INCREASED
Shares155,874 from 153,517
Change+2,357 (+2%)
Value$30.5M (+$143.1K)
Filed 2026-10-26
Shah Wealth Advisors, LLC
INCREASED
Shares154,860 from 136,988
Change+17,872 (+13%)
Value$30.3M (+$3.2M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares153,578 from 149,741
Change+3,837 (+3%)
Value$30.0M (+$441.0K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares151,283 from 155,392
Change-4,109 (-3%)
Value$29.6K (-$30.7M)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares145,688 from 144,951
Change+737 (+1%)
Value$28.5M (-$155.8K)
Filed 2026-10-08
WoodTrust Financial Corp
DECREASED
Shares138,858 from 146,282
Change-7,424 (-5%)
Value$27.2K (-$28.9M)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares135,604 from 142,559
Change-6,955 (-5%)
Value$27.3M (-$1.4M)
Filed 2026-10-13
Aire Advisors, LLC
INCREASED
Shares131,544 from 129,318
Change+2,226 (+2%)
Value$25.7M (+$167.5K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares128,423 from 132,889
Change-4,466 (-3%)
Value$25.1M (-$1.1M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares122,058 from 125,765
Change-3,707 (-3%)
Value$23.9M (-$985.2K)
Filed 2026-11-05
Grove Street Fiduciary, LLC
DECREASED
Shares117,373 from 126,898
Change-9,525 (-8%)
Value$22.9M (-$2.1M)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares115,114 from 114,879
Change+235 (+0%)
Value$22.5M (-$191.7K)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares109,785 from 87,703
Change+22,082 (+25%)
Value$21.5M (+$4.0M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares107,230 from 107,297
Change-67 (0%)
Value$21.0M (-$235.1K)
Filed 2026-10-14
Shakespeare Wealth Management, LLC
DECREASED
Shares106,873 from 117,058
Change-10,185 (-9%)
Value$20.9M (-$2.2M)
Filed 2026-10-28
Praetorian Wealth Management, Inc.
DECREASED
Shares105,310 from 105,965
Change-655 (-1%)
Value$20.6M (-$294.0K)
Filed 2026-10-16
Olio Financial Planning
INCREASED
Shares104,553 from 102,577
Change+1,976 (+2%)
Value$20.4M (+$174.0K)
Filed 2026-10-22
Ledyard National Bank
INCREASED
Shares103,213 from 102,554
Change+659 (+1%)
Value$20.2M (-$83.4K)
Filed 2026-10-21
Sage Financial Group Inc
DECREASED
Shares102,743 from 103,488
Change-745 (-1%)
Value$20.1M (-$359.8K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares98,950 from 92,306
Change+6,644 (+7%)
Value$20.6M (+$1.9M)
Filed 2026-10-27
Legacies Wealth LLC
INCREASED
Shares95,870 from 95,248
Change+622 (+1%)
Value$18.7M (-$75.5K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares93,561 from 95,789
Change-2,228 (-2%)
Value$18.3M (-$634.1K)
Filed 2026-11-04
Lutz Financial Services LLC
INCREASED
Shares91,488 from 88,896
Change+2,592 (+3%)
Value$17.9M (+$322.6K)
Filed 2026-11-06
Clayton Financial Group LLC
INCREASED
Shares89,837 from 87,231
Change+2,606 (+3%)
Value$17.6M (+$329.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares87,506 from 56,778
Change+30,728 (+54%)
Value$17.1M (+$5.9M)
Filed 2026-10-16
Compton Wealth Advisory Group, LLC
DECREASED
Shares86,768 from 87,530
Change-762 (-1%)
Value$17.1M (-$233.6K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares84,462 from 79,015
Change+5,447 (+7%)
Value$16.5M (+$901.7K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares84,322 from 82,931
Change+1,391 (+2%)
Value$16.5M (+$100.2K)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares81,227 from 83,341
Change-2,114 (-3%)
Value$15.9M (-$585.9K)
Filed 2026-10-26
Evensky & Katz LLC
DECREASED
Shares79,484 from 80,442
Change-958 (-1%)
Value$15.5K (-$15.9M)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares77,788 from 79,677
Change-1,889 (-2%)
Value$15.2M (-$534.3K)
Filed 2026-10-30
ProVise Management Group, LLC
DECREASED
Shares76,835 from 81,506
Change-4,671 (-6%)
Value$15.0M (-$1.1M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares75,892 from 67,620
Change+8,272 (+12%)
Value$14.8K (-$13.3M)
Filed 2026-10-26
Roberts Financial Services LLC
DECREASED
Shares75,507 from 77,001
Change-1,494 (-2%)
Value$14.8M (-$451.5K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares73,986 from 76,209
Change-2,223 (-3%)
Value$14.5M (-$592.4K)
Filed 2026-10-27
Inlight Wealth Management, LLC
INCREASED
Shares71,666 from 63,710
Change+7,956 (+12%)
Value$14.0M (+$1.4M)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares71,034 from 70,524
Change+510 (+1%)
Value$13.9M (-$46.3K)
Filed 2026-10-16
Bokf, NA
DECREASED
Shares70,925 from 71,101
Change-176 (0%)
Value$13.9M (-$181.6K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares69,305 from 64,604
Change+4,701 (+7%)
Value$13.6M (+$785.5K)
Filed 2026-10-16
Sepio Capital, LP
INCREASED
Shares68,072 from 67,727
Change+345 (+1%)
Value$13.3M (-$72.7K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
DECREASED
Shares67,672 from 69,886
Change-2,214 (-3%)
Value$13.2M (-$577.6K)
Filed 2026-10-09
Thrive Capital Management, LLC
INCREASED
Shares67,010 from 46,680
Change+20,330 (+44%)
Value$13.1M (+$3.9M)
Filed 2026-10-28
Q3 Asset Management
NEW
Shares63,965
Change+63,965
Value$13.1K
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
DECREASED
Shares60,385 from 61,465
Change-1,080 (-2%)
Value$11.8M (-$338.4K)
Filed 2026-10-05
Modera Wealth Management, LLC
DECREASED
Shares59,313 from 66,493
Change-7,180 (-11%)
Value$11.6M (-$1.5M)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares58,971 from 38,193
Change+20,778 (+54%)
Value$11.5M (+$4.0M)
Filed 2026-11-06
Scott Capital Advisors, LLC
INCREASED
Shares56,638 from 55,960
Change+678 (+1%)
Value$11.3M (+$217.3K)
Filed 2026-10-13
Old National Bancorp
INCREASED
Shares54,916 from 53,215
Change+1,701 (+3%)
Value$10.7M (+$222.4K)
Filed 2026-10-20
Lmcg Investments, LLC
DECREASED
Shares54,636 from 64,672
Change-10,036 (-16%)
Value$10.7M (-$2.1M)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares53,839 from 54,613
Change-774 (-1%)
Value$10.5M (-$264.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares53,105 from 53,747
Change-642 (-1%)
Value$10.4M (-$236.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares53,073 from 51,274
Change+1,799 (+4%)
Value$10.4M (+$245.5K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
INCREASED
Shares51,082 from 50,254
Change+828 (+2%)
Value$10.0M (+$57.9K)
Filed 2026-10-23
Copper Harbor Investment Advisors, LLC
INCREASED
Shares50,169 from 48,876
Change+1,293 (+3%)
Value$9.8M (+$151.7K)
Filed 2026-10-16
ETF Portfolio Partners, Inc.
DECREASED
Shares48,747 from 49,050
Change-303 (-1%)
Value$9.5M (-$160.7K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares47,393 from 48,564
Change-1,171 (-2%)
Value$9.3M (-$329.6K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
DECREASED
Shares47,188 from 50,008
Change-2,820 (-6%)
Value$9.2M (-$654.9K)
Filed 2026-11-03
Brickley Wealth Management
INCREASED
Shares46,343 from 46,323
Change+20 (+0%)
Value$9.1M (-$92.0K)
Filed 2026-11-04
Sharper & Granite LLC
INCREASED
Shares46,253 from 43,677
Change+2,576 (+6%)
Value$8.5M (-$107.1K)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares45,648 from 29,870
Change+15,778 (+53%)
Value$9.0M (+$3.1M)
Filed 2026-11-06
Provident Wealth Management, LLC
DECREASED
Shares45,447 from 64,367
Change-18,920 (-29%)
Value$8.9M (-$3.8M)
Filed 2026-10-20
Prosperity Planning, Inc.
DECREASED
Shares45,199 from 46,036
Change-837 (-2%)
Value$8.8M (-$258.9K)
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED
Shares44,873 from 45,164
Change-291 (-1%)
Value$8.8M (-$150.3K)
Filed 2026-10-30
Greenup Street Wealth Management LLC
INCREASED
Shares44,377 from 34,538
Change+9,839 (+28%)
Value$8.7M (+$1.9M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares44,096 from 26,941
Change+17,155 (+64%)
Value$8.6M (+$3.3M)
Filed 2026-11-05
Capital Advantage, Inc.
DECREASED
Shares43,902 from 44,159
Change-257 (-1%)
Value$8.6M (-$141.7K)
Filed 2026-10-14
Apella Capital, LLC
DECREASED
Shares43,815 from 63,153
Change-19,338 (-31%)
Value$8.7M (-$4.0M)
Filed 2026-10-08
Fifth Third Securities, Inc.
INCREASED
Shares42,937 from 38,465
Change+4,472 (+12%)
Value$8.4M (+$794.9K)
Filed 2026-10-21
Weinberger Asset Management, Inc
INCREASED
Shares42,759 from 42,127
Change+632 (+2%)
Value$8.4M (-$264.5K)
Filed 2026-10-28
Pittenger & Anderson Inc
UNCHANGED
Shares42,199 from 42,199
Change0 (0%)
Value$8.3M (-$87.4K)
Filed 2026-11-02
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares42,057 from 21,439
Change+20,618 (+96%)
Value$8.2M (+$4.0M)
Filed 2026-10-15
Accel Wealth Management
INCREASED
Shares41,849 from 39,451
Change+2,398 (+6%)
Value$8.2M (+$387.1K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares39,999 from 45,295
Change-5,296 (-12%)
Value$7.8M (-$1.1M)
Filed 2026-10-05
HB Wealth Management, LLC
INCREASED
Shares39,622 from 39,166
Change+456 (+1%)
Value$7.7M (+$8.0K)
Filed 2026-10-23
Hegarty Advisors, LLC
INCREASED
Shares38,564 from 30,727
Change+7,837 (+26%)
Value$7.5M (+$1.5M)
Filed 2026-10-20
Councilor Wealth, LLC
DECREASED
Shares38,386 from 38,697
Change-311 (-1%)
Value$7.5M (-$140.8K)
Filed 2026-10-09
Hilltop National Bank
DECREASED
Shares38,133 from 38,892
Change-759 (-2%)
Value$7.5M (-$228.9K)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
DECREASED
Shares37,906 from 38,231
Change-325 (-1%)
Value$7.4M (-$142.7K)
Filed 2026-10-28
Maltin Wealth Management, Inc.
INCREASED
Shares37,578 from 33,656
Change+3,922 (+12%)
Value$7.3M (+$697.3K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares37,062 from 32,305
Change+4,757 (+15%)
Value$7.3K (-$6.4M)
Filed 2026-11-05
Falcon Wealth Planning
DECREASED
Shares36,761 from 37,142
Change-381 (-1%)
Value$7.2M (-$151.5K)
Filed 2026-11-06
Forza Wealth Management, LLC
INCREASED
Shares36,507 from 33,172
Change+3,335 (+10%)
Value$7.1M (+$583.4K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares35,985 from 26,055
Change+9,930 (+38%)
Value$7.0M (+$1.9M)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares35,902 from 27,540
Change+8,362 (+30%)
Value$7.0M (+$1.6M)
Filed 2026-10-29
Eclectic Associates Inc
DECREASED
Shares35,522 from 36,497
Change-975 (-3%)
Value$6.9M (-$266.1K)
Filed 2026-10-09
Tenret Co LLC
NEW
Shares35,073
Change+35,073
Value$6.9M
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares34,885 from 32,336
Change+2,549 (+8%)
Value$6.8M (+$431.3K)
Filed 2026-11-05
Zeit Capital LLC
DECREASED
Shares34,763 from 35,128
Change-365 (-1%)
Value$6.8M (-$144.1K)
Filed 2026-10-19
IVC Wealth Advisors LLC
INCREASED
Shares34,401 from 34,251
Change+150 (+0%)
Value$6.7M (-$41.5K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares34,370 from 33,667
Change+703 (+2%)
Value$6.7M (+$67.9K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares34,365 from 34,341
Change+24 (+0%)
Value$6.7M (-$66.3K)
Filed 2026-10-30
Echo45 Advisors LLC
INCREASED
Shares34,265 from 34,168
Change+97 (+0%)
Value$6.7M (-$51.7K)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares34,144 from 33,853
Change+291 (+1%)
Value$6.7M (-$13.1K)
Filed 2026-10-15
Advisory Resource Group
INCREASED
Shares33,047 from 32,922
Change+125 (+0%)
Value$6.5M (-$43.7K)
Filed 2026-10-26
First United Bank & Trust
INCREASED
Shares32,479 from 32,354
Change+125 (+0%)
Value$6.4M (-$42.5K)
Filed 2026-10-22
Genesis Private Wealth, LLC
INCREASED
Shares32,404 from 32,328
Change+76 (+0%)
Value$6.3M (-$52.2K)
Filed 2026-11-02
Black Diamond Financial, LLC
INCREASED
Shares31,590 from 31,413
Change+177 (+1%)
Value$6.2M (-$30.3K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares31,108 from 29,911
Change+1,197 (+4%)
Value$6.1M (+$172.1K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares30,700 from 30,111
Change+589 (+2%)
Value$6.0M (+$52.9K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares29,752 from 30,349
Change-597 (-2%)
Value$5.8M (-$179.5K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED
Shares29,674 from 29,709
Change-35 (0%)
Value$5.8M (-$68.4K)
Filed 2026-10-16
UMB Bank, n.a.
DECREASED
Shares29,617 from 30,081
Change-464 (-2%)
Value$5.8M (-$153.0K)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares29,522 from 29,520
Change+2 (+0%)
Value$5.8M (-$60.7K)
Filed 2026-10-28
Collective Family Office LLC
INCREASED
Shares29,044 from 28,672
Change+372 (+1%)
Value$5.7M (+$13.3K)
Filed 2026-10-05
Bangor Savings Bank
DECREASED
Shares28,925 from 29,722
Change-797 (-3%)
Value$5.7M (-$217.4K)
Filed 2026-10-06
Whitegate Investment Counselors, Inc.
INCREASED
Shares28,911 from 28,600
Change+311 (+1%)
Value$5.7M (+$1.5K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares28,609 from 27,941
Change+668 (+2%)
Value$5.6M (+$72.8K)
Filed 2026-11-03
rebel Financial LLC
INCREASED
Shares27,279 from 15,793
Change+11,486 (+73%)
Value$5.3M (+$2.2M)
Filed 2026-11-04
Cathy Pareto & Associates, Inc
INCREASED
Shares27,123 from 24,518
Change+2,605 (+11%)
Value$5.3M (+$458.8K)
Filed 2026-10-15
Mustard Seed Financial, LLC
INCREASED
Shares26,371 from 25,798
Change+573 (+2%)
Value$5.2M (+$58.6K)
Filed 2026-10-30
CX Institutional
INCREASED
Shares26,236 from 24,848
Change+1,388 (+6%)
Value$5.1K (+$220)
Filed 2026-10-02
LifeGoal Investments, LLC
NEW
Shares25,979
Change+25,979
Value$5.1M
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares25,628 from 33,832
Change-8,204 (-24%)
Value$5.0M (-$1.7M)
Filed 2026-10-07
SilverOak Wealth Management LLC
INCREASED
Shares25,354 from 25,330
Change+24 (+0%)
Value$5.0M (-$47.7K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares25,337 from 24,877
Change+460 (+2%)
Value$5.0M (+$67.8K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares25,301 from 59,325
Change-34,024 (-57%)
Value$4.9K (-$11.7M)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares25,044 from 23,963
Change+1,081 (+5%)
Value$4.9M (+$161.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares24,922 from 33,788
Change-8,866 (-26%)
Value$4.9M (-$1.8M)
Filed 2026-10-08
Choreo, LLC
DECREASED
Shares24,656 from 25,217
Change-561 (-2%)
Value$4.8M (-$161.9K)
Filed 2026-10-28
Lpwm LLC
INCREASED
Shares24,227 from 24,226
Change+1 (0%)
Value$4.7M (-$50.0K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED
Shares23,837 from 23,837
Change0 (0%)
Value$4.7M (-$49.3K)
Filed 2026-11-06
Culbertson A N & Co Inc
INCREASED
Shares23,605 from 22,379
Change+1,226 (+5%)
Value$4.6M (+$193.4K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares23,090 from 20,638
Change+2,452 (+12%)
Value$4.5M (+$436.7K)
Filed 2026-10-29
Central Trust Co
DECREASED
Shares22,875 from 23,066
Change-191 (-1%)
Value$4.5M (-$85.1K)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares22,788 from 19,127
Change+3,661 (+19%)
Value$4.6M (+$810.7K)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares22,698 from 22,818
Change-120 (-1%)
Value$4.4M (-$70.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares22,515 from 24,128
Change-1,613 (-7%)
Value$4.4M (-$365.3K)
Filed 2026-10-21
Fee-Only Financial Planning, L.C.
DECREASED
Shares22,342 from 22,542
Change-200 (-1%)
Value$4.4M (-$85.8K)
Filed 2026-10-23
Allstreet Capital Advisors LLC
DECREASED
Shares22,290 from 22,426
Change-136 (-1%)
Value$4.4M (-$73.0K)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares22,142 from 21,710
Change+432 (+2%)
Value$4.3M (+$39.6K)
Filed 2026-11-04
Alpine Bank Wealth Management
DECREASED
Shares21,947 from 29,233
Change-7,286 (-25%)
Value$4.3M (-$1.5M)
Filed 2026-10-16
Jnba Financial Advisors
DECREASED
Shares21,872 from 22,428
Change-556 (-2%)
Value$4.3M (-$155.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares21,640 from 20,094
Change+1,546 (+8%)
Value$4.2M (+$260.5K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
DECREASED
Shares21,533 from 21,586
Change-53 (0%)
Value$4.2M (-$55.0K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
DECREASED
Shares21,223 from 21,249
Change-26 (0%)
Value$4.1M (-$49.0K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares21,212 from 21,628
Change-416 (-2%)
Value$4.1M (-$126.1K)
Filed 2026-11-03
Highland Capital Management, LLC
DECREASED
Shares21,034 from 21,160
Change-126 (-1%)
Value$4.1M (-$68.5K)
Filed 2026-10-26
Univest Financial Corp
INCREASED
Shares20,772 from 18,019
Change+2,753 (+15%)
Value$4.1M (+$500.9K)
Filed 2026-11-05
Independent Financial Group, LLC
INCREASED
Shares20,625 from 14,448
Change+6,177 (+43%)
Value$4.0M (+$1.2M)
Filed 2026-10-13
Sylvest Advisors, LLC
INCREASED
Shares20,471 from 1,844
Change+18,627 (+1010%)
Value$4.0M (+$3.6M)
Filed 2026-10-26
TFB Advisors LLC
INCREASED
Shares20,329 from 20,067
Change+262 (+1%)
Value$4.0M (+$9.7K)
Filed 2026-11-02
Stage Harbor Financial, LLC
DECREASED
Shares20,209 from 20,323
Change-114 (-1%)
Value$4.0M (-$64.4K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares20,197 from 20,563
Change-366 (-2%)
Value$3.9M (-$114.1K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares20,152 from 21,151
Change-999 (-5%)
Value$3.9M (-$239.3K)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
INCREASED
Shares19,526 from 19,039
Change+487 (+3%)
Value$3.8M (+$55.6K)
Filed 2026-10-21
Cooke Wealth Management, LLC
DECREASED
Shares19,132 from 19,242
Change-110 (-1%)
Value$3.7M (-$61.3K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED
Shares18,836 from 18,914
Change-78 (0%)
Value$3.7M (-$54.4K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares18,811 from 24,219
Change-5,408 (-22%)
Value$3.7M (-$1.1M)
Filed 2026-10-23
Valley National Advisers Inc
INCREASED
Shares18,772 from 18,716
Change+56 (+0%)
Value$3.7M (-$27.8K)
Filed 2026-10-23
Baring Financial LLC
INCREASED
Shares18,766 from 18,513
Change+253 (+1%)
Value$3.7M (+$11.0K)
Filed 2026-10-07
Blueline Advisors LLC
DECREASED
Shares18,559 from 18,788
Change-229 (-1%)
Value$3.6M (-$83.7K)
Filed 2026-10-15
Werba Rubin Papier Wealth Management
INCREASED
Shares18,058 from 17,897
Change+161 (+1%)
Value$3.5M (-$5.6K)
Filed 2026-11-06
NovaPoint Capital, LLC
INCREASED
Shares17,980 from 16,936
Change+1,044 (+6%)
Value$3.5M (+$169.1K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares17,738 from 16,988
Change+750 (+4%)
Value$3.5M (+$111.4K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
DECREASED
Shares17,660 from 17,665
Change-5 (0%)
Value$3.5M (-$37.5K)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares17,612 from 16,372
Change+1,240 (+8%)
Value$3.4M (+$208.5K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
DECREASED
Shares17,555 from 17,605
Change-50 (0%)
Value$3.4M (-$46.2K)
Filed 2026-10-19
Monetary Solutions, Ltd
DECREASED
Shares17,535 from 17,582
Change-47 (0%)
Value$3.4M (-$45.6K)
Filed 2026-10-22
Strategic Wealth Advisors LLC
DECREASED
Shares17,514 from 17,797
Change-283 (-2%)
Value$3.4M (+$3.4M)
Filed 2026-11-06
Prism Advisors, Inc.
DECREASED
Shares17,472 from 18,826
Change-1,354 (-7%)
Value$3.5M (-$200.6K)
Filed 2026-10-09
RM Financial Services, LLC
INCREASED
Shares17,420 from 17,282
Change+138 (+1%)
Value$3.4M (-$8.8K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares17,065 from 18,241
Change-1,176 (-6%)
Value$3.3M (-$267.8K)
Filed 2026-11-04
Wealth Preservation Advisors, LLC
INCREASED
Shares16,894 from 16,430
Change+464 (+3%)
Value$3.3M (+$56.7K)
Filed 2026-11-05
Lionshead Wealth Management, LLC
INCREASED
Shares16,889 from 16,379
Change+510 (+3%)
Value$3.3M (+$65.8K)
Filed 2026-10-21
Northern Lights Advisors, Inc.
INCREASED
Shares16,470 from 15,718
Change+752 (+5%)
Value$3.2M (+$114.5K)
Filed 2026-10-21
Wedmont Private Capital
DECREASED
Shares16,432 from 16,537
Change-105 (-1%)
Value$3.3M (-$20.0K)
Filed 2026-10-09
Washington Trust Advisors, Inc.
INCREASED
Shares16,059 from 15,936
Change+123 (+1%)
Value$3.1M (-$8.9K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares15,929 from 13,830
Change+2,099 (+15%)
Value$3.1M (+$381.8K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares15,620 from 14,492
Change+1,128 (+8%)
Value$3.1M (+$190.5K)
Filed 2026-11-06
Sagace Wealth Management LLC
DECREASED
Shares14,832 from 14,984
Change-152 (-1%)
Value$2.9M (-$60.7K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,712 from 14,152
Change+560 (+4%)
Value$2.9M (+$80.2K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares14,670 from 15,123
Change-453 (-3%)
Value$2.9M (-$119.8K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares13,845 from 15,837
Change-1,992 (-13%)
Value$2.7M (-$422.3K)
Filed 2026-10-14
General American Investors Co Inc
UNCHANGED
Shares13,700 from 13,700
Change0 (0%)
Value$2.7M (-$28.4K)
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares13,621 from 17,605
Change-3,984 (-23%)
Value$2.7M (-$815.4K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares13,517 from 13,351
Change+166 (+1%)
Value$2.6M (+$4.8K)
Filed 2026-11-05
Park National Corp
DECREASED
Shares13,306 from 16,967
Change-3,661 (-22%)
Value$2.6M (-$750.9K)
Filed 2026-10-05
Grove Bank & Trust
INCREASED
Shares13,263 from 13,216
Change+47 (+0%)
Value$2.6M (-$18.2K)
Filed 2026-10-08
180 Wealth Advisors, LLC
DECREASED
Shares13,204 from 13,392
Change-188 (-1%)
Value$2.6M (-$64.4K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
DECREASED
Shares13,183 from 13,473
Change-290 (-2%)
Value$2.6M (-$84.6K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
INCREASED
Shares13,146 from 2,605
Change+10,541 (+405%)
Value$2.6M (+$2.1M)
Filed 2026-10-26
Cooksen Wealth, LLC
DECREASED
Shares13,070 from 13,289
Change-219 (-2%)
Value$2.6M (+$17.3K)
Filed 2026-10-13
RMR Capital Management, LLC
INCREASED
Shares12,981 from 12,967
Change+14 (+0%)
Value$2.5M (-$24.2K)
Filed 2026-10-23
Linscomb Wealth, Inc.
INCREASED
Shares12,777 from 11,293
Change+1,484 (+13%)
Value$2.5M (+$266.8K)
Filed 2026-11-05
Michels Family Financial, LLC
INCREASED
Shares12,556 from 12,484
Change+72 (+1%)
Value$2.5M (-$11.8K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
INCREASED
Shares12,380 from 12,171
Change+209 (+2%)
Value$2.4M (+$15.8K)
Filed 2026-11-05
Fortitude Family Office, LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$2.4M (-$25.5K)
Filed 2026-10-14
Leading Edge Financial Planning LLC
NEW
Shares12,266
Change+12,266
Value$2.4M
Filed 2026-10-23
Waystone Advisors LLC
DECREASED
Shares12,161 from 12,186
Change-25 (0%)
Value$2.4M (-$4.9K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares12,081 from 11,827
Change+254 (+2%)
Value$2.6M (+$212.4K)
Filed 2026-11-04
Paragon Capital Management Ltd
INCREASED
Shares12,072 from 11,964
Change+108 (+1%)
Value$2.4M (-$3.8K)
Filed 2026-10-09
Ocean Park Asset Management, LLC
NEW
Shares12,071
Change+12,071
Value$2.4M
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares11,985 from 11,985
Change0 (0%)
Value$2.3M (-$24.8K)
Filed 2026-10-14
Pathway Financial Advisors LLC
UNCHANGED
Shares11,864 from 11,864
Change0 (0%)
Value$2.3M (-$54.9K)
Filed 2026-10-07
Marin Bay Wealth Advisors, LLC
DECREASED
Shares11,690 from 11,827
Change-137 (-1%)
Value$2.3M (-$51.1K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED
Shares11,684 from 11,684
Change0 (0%)
Value$2.3M (-$24.2K)
Filed 2026-11-02
Silver Lake Advisory, LLC
DECREASED
Shares11,640 from 11,963
Change-323 (-3%)
Value$2.3M (-$88.0K)
Filed 2026-10-22
Veratis Advisors, Inc.
INCREASED
Shares11,299 from 11,227
Change+72 (+1%)
Value$2.2M (-$9.1K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares11,249 from 12,515
Change-1,266 (-10%)
Value$2.2M (-$272.8K)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares11,201 from 11,061
Change+140 (+1%)
Value$2.2M (+$4.5K)
Filed 2026-10-15
Financial Guidance Group, Inc.
DECREASED
Shares10,940 from 11,165
Change-225 (-2%)
Value$2.1M (-$67.1K)
Filed 2026-10-21
Envision Financial LLC
DECREASED
Shares10,789 from 14,659
Change-3,870 (-26%)
Value$2.1M (-$787.1K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
INCREASED
Shares10,728 from 10,379
Change+349 (+3%)
Value$2.1M (+$46.8K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares10,721 from 3,695
Change+7,026 (+190%)
Value$2.1M (+$1.4M)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares10,711 from 11,340
Change-629 (-6%)
Value$2.1M (-$146.6K)
Filed 2026-11-05
Ironwood Financial, llc
INCREASED
Shares10,705 from 9,451
Change+1,254 (+13%)
Value$2.1M (+$181.3K)
Filed 2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED
Shares10,658 from 11,596
Change-938 (-8%)
Value$2.1M (-$207.4K)
Filed 2026-10-29
Graetz Wealth LLC
INCREASED
Shares10,619 from 7,777
Change+2,842 (+37%)
Value$2.1M (+$539.4K)
Filed 2026-10-27
Nikulski Financial, Inc.
INCREASED
Shares10,533 from 9,781
Change+752 (+8%)
Value$2.1M (+$126.8K)
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares10,251 from 10,190
Change+61 (+1%)
Value$2.0M (-$9.2K)
Filed 2026-11-05
Staley Capital Advisers Inc
UNCHANGED
Shares10,170 from 10,170
Change0 (0%)
Value$2.0M (-$21.1K)
Filed 2026-11-06
Lynx Investment Advisory
INCREASED
Shares10,158 from 9,200
Change+958 (+10%)
Value$2.0M (+$168.3K)
Filed 2026-10-27
Intergy Private Wealth, LLC
INCREASED
Shares10,157 from 9,709
Change+448 (+5%)
Value$2.0M (+$67.5K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares10,123 from 9,899
Change+224 (+2%)
Value$2.0M (+$23.3K)
Filed 2026-10-26
BKM Wealth Management, LLC
INCREASED
Shares10,095 from 7,148
Change+2,947 (+41%)
Value$2.0M (+$561.3K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares9,750 from 9,734
Change+16 (+0%)
Value$1.9M (-$16.9K)
Filed 2026-10-27
Well Done, LLC
DECREASED
Shares9,646 from 9,729
Change-83 (-1%)
Value$1.9M (-$36.4K)
Filed 2026-10-20
Friday Financial
INCREASED
Shares9,630 from 6,865
Change+2,765 (+40%)
Value$1.9M (+$522.2K)
Filed 2026-10-09
Insight Advisors, LLC/ PA
DECREASED
Shares9,621 from 9,646
Change-25 (0%)
Value$1.9M (-$24.9K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
DECREASED
Shares9,187 from 9,191
Change-4 (0%)
Value$1.8M (-$19.8K)
Filed 2026-10-20
Center For Asset Management LLC
DECREASED
Shares9,153 from 10,344
Change-1,191 (-12%)
Value$1.8M (-$254.4K)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares9,120 from 6,169
Change+2,951 (+48%)
Value$1.8M (+$564.1K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares9,090 from 9,368
Change-278 (-3%)
Value$1.8M (-$73.7K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares9,036 from 8,441
Change+595 (+7%)
Value$1.8M (+$98.9K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares9,012 from 8,780
Change+232 (+3%)
Value$1.8M (+$27.2K)
Filed 2026-10-28
Gibraltar Capital Management, Inc.
DECREASED
Shares9,009 from 9,019
Change-10 (0%)
Value$1.8M (-$20.6K)
Filed 2026-10-27
D.B. Root & Company, LLC
NEW
Shares8,983
Change+8,983
Value$1.8M
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares8,976 from 7,222
Change+1,754 (+24%)
Value$1.8M (+$327.9K)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares8,975 from 9,674
Change-699 (-7%)
Value$1.9M (-$131.1K)
Filed 2026-11-06
Wolff Financial Management LLC
INCREASED
Shares8,904 from 8,880
Change+24 (+0%)
Value$1.7M (-$13.8K)
Filed 2026-10-23
SC&H Financial Advisors, Inc.
DECREASED
Shares8,884 from 8,940
Change-56 (-1%)
Value$1.7M (-$29.5K)
Filed 2026-10-14
1834 Investment Advisors Co
INCREASED
Shares8,854 from 8,700
Change+154 (+2%)
Value$1.7M (+$12.1K)
Filed 2026-10-16
Trust Co of Vermont
INCREASED
Shares8,827 from 8,717
Change+110 (+1%)
Value$1.7M (+$3.5K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares8,795 from 8,824
Change-29 (0%)
Value$1.7M (-$23.9K)
Filed 2026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED
Shares8,741 from 8,741
Change0 (0%)
Value$1.7M (-$18.1K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares8,628 from 8,628
Change0 (0%)
Value$1.7M (-$17.9K)
Filed 2026-10-07
Marino, Stram & Associates LLC
DECREASED
Shares8,570 from 8,946
Change-376 (-4%)
Value$1.7M (-$92.2K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED
Shares8,304 from 7,078
Change+1,226 (+17%)
Value$1.6M (+$225.2K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares8,248 from 8,010
Change+238 (+3%)
Value$1.6M (+$30.0K)
Filed 2026-10-14
Ceera Investments, LLC
INCREASED
Shares8,225 from 1,320
Change+6,905 (+523%)
Value$1.6M (+$1.3M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares8,136 from 7,048
Change+1,088 (+15%)
Value$1.6M (+$198.1K)
Filed 2026-11-06
Willis Johnson Wealth, Inc.
DECREASED
Shares8,072 from 8,636
Change-564 (-7%)
Value$1.6M (-$128.2K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares8,046 from 18,771
Change-10,725 (-57%)
Value$1.6M (-$2.1M)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares8,034 from 4,940
Change+3,094 (+63%)
Value$1.6M (+$594.8K)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
DECREASED
Shares7,979 from 7,997
Change-18 (0%)
Value$1.6M (-$19.9K)
Filed 2026-11-05
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares7,974 from 7,974
Change0 (0%)
Value$1.6M (-$16.5K)
Filed 2026-10-21
Legacy Edge Advisors, LLC
INCREASED
Shares7,947 from 7,925
Change+22 (+0%)
Value$1.6M (-$12.1K)
Filed 2026-11-06
Three Arch Wealth Management LLC
DECREASED
Shares7,930 from 8,005
Change-75 (-1%)
Value$1.6M (-$31.2K)
Filed 2026-10-20
Junk Investment Group, LLC
INCREASED
Shares7,921 from 7,420
Change+501 (+7%)
Value$1.5M (+$82.7K)
Filed 2026-10-19
Equity Wealth Partners, LLC
DECREASED
Shares7,717 from 8,258
Change-541 (-7%)
Value$1.5M (-$123.0K)
Filed 2026-10-26
Columbia Advisory Partners LLC
DECREASED
Shares7,664 from 8,233
Change-569 (-7%)
Value$1.5M (-$128.2K)
Filed 2026-10-15
Acropolis Investment Management, LLC
DECREASED
Shares7,638 from 7,862
Change-224 (-3%)
Value$1.5M (-$60.1K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares7,628 from 7,855
Change-227 (-3%)
Value$1.5M (-$60.6K)
Filed 2026-10-23
Evergreen Wealth Management, LLC
DECREASED
Shares7,607 from 7,627
Change-20 (0%)
Value$1.5M (-$19.7K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares7,558 from 7,905
Change-347 (-4%)
Value$1.5M (-$24.9K)
Filed 2026-10-15
Warner Financial, Inc
INCREASED
Shares7,456 from 7,427
Change+29 (+0%)
Value$1.5M (-$9.7K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
DECREASED
Shares7,308 from 7,480
Change-172 (-2%)
Value$1.4M (-$49.1K)
Filed 2026-10-15
Squire Investment Management Company, LLC
DECREASED
Shares7,289 from 7,668
Change-379 (-5%)
Value$1.4M (-$90.0K)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares7,224 from 7,224
Change0 (0%)
Value$1.4M (-$18.9K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares7,193 from 7,191
Change+2 (+0%)
Value$1.4K (-$14)
Filed 2026-10-27
Revolve Wealth Partners, LLC
DECREASED
Shares7,185 from 7,635
Change-450 (-6%)
Value$1.4M (-$103.8K)
Filed 2026-10-23
Noble Family Wealth, LLC
INCREASED
Shares7,066 from 6,995
Change+71 (+1%)
Value$1.4M (-$597)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares6,962 from 5,159
Change+1,803 (+35%)
Value$1.4M (+$341.8K)
Filed 2026-10-14
Chemistry Wealth Management LLC
UNCHANGED
Shares6,939 from 6,939
Change0 (0%)
Value$1.4M (-$14.4K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares6,925 from 7,069
Change-144 (-2%)
Value$1.4M (-$43.0K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED
Shares6,796 from 6,796
Change0 (0%)
Value$1.3M (-$14.1K)
Filed 2026-10-05
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares6,795 from 6,795
Change0 (0%)
Value$1.3M (-$14.1K)
Filed 2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED
Shares6,794 from 7,110
Change-316 (-4%)
Value$1.3M (-$76.4K)
Filed 2026-10-27
Oppenheimer & Co Inc
DECREASED
Shares6,745 from 7,142
Change-397 (-6%)
Value$1.3M (-$92.4K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares6,734 from 7,056
Change-322 (-5%)
Value$1.3M (-$77.6K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares6,729 from 6,669
Change+60 (+1%)
Value$1.3M (-$2.3K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares6,626 from 6,625
Change+1 (+0%)
Value$1.3M (-$13.4K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares6,586 from 6,550
Change+36 (+1%)
Value$1.3M (-$6.6K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
DECREASED
Shares6,403 from 6,774
Change-371 (-5%)
Value$1.3M (-$86.6K)
Filed 2026-10-14
Mainstream Capital Management LLC
DECREASED
Shares6,334 from 9,032
Change-2,698 (-30%)
Value$1.2M (-$546.2K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares6,316 from 5,891
Change+425 (+7%)
Value$1.2M (+$50.2K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares6,311 from 6,334
Change-23 (0%)
Value$1.2M (-$17.5K)
Filed 2026-10-26
Guidance Point Advisors, LLC
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$1.2M (-$13.0K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,205 from 5,841
Change+364 (+6%)
Value$1.2M (+$59.0K)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares6,168 from 6,627
Change-459 (-7%)
Value$1.2M (-$103.5K)
Filed 2026-11-04
Rockingstone Advisors LLC
DECREASED
Shares6,030 from 6,060
Change-30 (0%)
Value$1.2M (-$18.4K)
Filed 2026-10-16
Narus Financial Partners, LLC
DECREASED
Shares5,998 from 6,324
Change-326 (-5%)
Value$1.2M (-$76.8K)
Filed 2026-10-19
Opinicus Capital, Inc.
DECREASED
Shares5,982 from 6,000
Change-18 (0%)
Value$1.2M (-$16.0K)
Filed 2026-10-28
DeLarme Wealth Management, Inc.
DECREASED
Shares5,923 from 6,683
Change-760 (-11%)
Value$1.2M (-$162.4K)
Filed 2026-10-30
St. Louis Trust Co
UNCHANGED
Shares5,835 from 5,835
Change0 (0%)
Value$1.1M (-$6.0M)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares5,741 from 5,511
Change+230 (+4%)
Value$1.1M (+$33.7K)
Filed 2026-10-23
FC Advisory LLC
INCREASED
Shares5,738 from 5,380
Change+358 (+7%)
Value$1.1M (+$58.8K)
Filed 2026-10-05
Bishop & Co Investment Management, LLC
UNCHANGED
Shares5,721 from 5,721
Change0 (0%)
Value$1.1M (-$11.8K)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares5,689 from 4,578
Change+1,111 (+24%)
Value$1.1M (+$207.7K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares5,668 from 5,668
Change0 (0%)
Value$1.1M (-$11.7K)
Filed 2026-10-19
Arwa LLC
DECREASED
Shares5,633 from 6,224
Change-591 (-9%)
Value$1.1M (-$117.1K)
Filed 2026-10-21
Astra Wealth Partners LLC
INCREASED
Shares5,567 from 5,552
Change+15 (+0%)
Value$1.1M (-$8.6K)
Filed 2026-11-06
Financial Symmetry Inc
INCREASED
Shares5,524 from 5,496
Change+28 (+1%)
Value$1.1M (-$5.8K)
Filed 2026-10-06
Ddfg, Inc
DECREASED
Shares5,490 from 5,615
Change-125 (-2%)
Value$1.1M (-$36.1K)
Filed 2026-10-15
Members Wealth LLC
DECREASED
Shares5,451 from 5,630
Change-179 (-3%)
Value$1.1M (-$27.4K)
Filed 2026-10-20
Synergy Asset Management, LLC
INCREASED
Shares5,427 from 5,291
Change+136 (+3%)
Value$1.1M (+$15.6K)
Filed 2026-11-05
Willner & Heller, LLC
DECREASED
Shares5,302 from 5,491
Change-189 (-3%)
Value$1.0M (-$48.4K)
Filed 2026-10-28
Retirement Financial Solutions, LLC
INCREASED
Shares5,293 from 5,269
Change+24 (+0%)
Value$1.0M (-$6.3K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares5,287 from 4,966
Change+321 (+6%)
Value$1.0M (+$52.3K)
Filed 2026-10-26
LAM Group, Inc.
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$1.0M (-$10.9K)
Filed 2026-10-26
Fund Evaluation Group, LLC
NEW
Shares5,242
Change+5,242
Value$1.0M
Filed 2026-11-05
Ibex Wealth Advisors
DECREASED
Shares5,169 from 5,586
Change-417 (-7%)
Value$1.0M (-$93.1K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
DECREASED
Shares5,169 from 5,180
Change-11 (0%)
Value$1.0M (-$12.9K)
Filed 2026-10-22
Carolina Wealth Management Inc
INCREASED
Shares5,137 from 5,136
Change+1 (+0%)
Value$1.0M (-$10.5K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares5,131 from 5,279
Change-148 (-3%)
Value$1.0M (-$39.9K)
Filed 2026-10-28
Stirlingshire Investments, Inc.
INCREASED
Shares5,117 from 4,767
Change+350 (+7%)
Value$1.0M (+$58.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares5,079 from 5,118
Change-39 (-1%)
Value$993.0K (-$18.3K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares4,962 from 4,766
Change+196 (+4%)
Value$970.2K (+$28.5K)
Filed 2026-11-06
HF Advisory Group, LLC
INCREASED
Shares4,865 from 4,673
Change+192 (+4%)
Value$951.1K (+$27.8K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
DECREASED
Shares4,835 from 4,940
Change-105 (-2%)
Value$945.3K (-$30.9K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares4,742 from 5,069
Change-327 (-6%)
Value$927.1K (-$74.5K)
Filed 2026-10-28
Wiregrass Investment Management LLC
UNCHANGED
Shares4,735 from 4,735
Change0 (0%)
Value$925.8K (-$9.8K)
Filed 2026-11-05
Chapin Davis, Inc.
INCREASED
Shares4,709 from 4,708
Change+1 (+0%)
Value$920.8K (-$9.5K)
Filed 2026-10-09
Prairie Advisory, LLC
INCREASED
Shares4,704 from 2,352
Change+2,352 (+100%)
Value$919.8K (+$455.0K)
Filed 2026-10-19
William Mack & Associates, Inc.
DECREASED
Shares4,684 from 4,755
Change-71 (-1%)
Value$915.9K (-$23.7K)
Filed 2026-10-27
McClarren Financial Advisors, Inc.
DECREASED
Shares4,615 from 4,718
Change-103 (-2%)
Value$902.4K (-$29.9K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares4,585 from 2,427
Change+2,158 (+89%)
Value$908.9K (+$427.6K)
Filed 2026-11-03
Schwallier Wealth Management LLC
DECREASED
Shares4,577 from 4,665
Change-88 (-2%)
Value$894.9K (-$26.9K)
Filed 2026-11-05
Berkeley, Inc
UNCHANGED
Shares4,547 from 4,547
Change0 (0%)
Value$889.1K (-$9.4K)
Filed 2026-10-20
Connecticut Wealth Management, LLC
INCREASED
Shares4,481 from 4,432
Change+49 (+1%)
Value$876.2K (+$407)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
DECREASED
Shares4,476 from 4,703
Change-227 (-5%)
Value$875.2K (-$54.2K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW
Shares4,443
Change+4,443
Value$868.7K
Filed 2026-10-27
North Star Investment Management Corp.
DECREASED
Shares4,439 from 4,896
Change-457 (-9%)
Value$867.9K (-$99.6K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,389 from 4,898
Change-509 (-10%)
Value$858.2K (-$109.6K)
Filed 2026-10-13
Root Financial Partners, LLC
DECREASED
Shares4,344 from 5,131
Change-787 (-15%)
Value$849.3K (-$164.5K)
Filed 2026-10-21
Calamos Wealth Management LLC
UNCHANGED
Shares4,301 from 4,301
Change0 (0%)
Value$841.0K (-$8.9K)
Filed 2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED
Shares4,225 from 4,215
Change+10 (+0%)
Value$826.2K (-$6.7K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares4,224 from 4,224
Change0 (0%)
Value$891.7K (+$57.1K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,220 from 4,063
Change+157 (+4%)
Value$825.8K (+$22.8K)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares4,202 from 4,094
Change+108 (+3%)
Value$829.1K (+$20.2K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares4,155 from 4,168
Change-13 (0%)
Value$812.7K (-$11.1K)
Filed 2026-10-16
Capital Squared Financial LLC
INCREASED
Shares4,120 from 3,596
Change+524 (+15%)
Value$805.6K (+$95.0K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,110 from 3,533
Change+577 (+16%)
Value$803.6K (+$105.5K)
Filed 2026-10-29
LightSquare Wealth Management, LLC
DECREASED
Shares4,092 from 4,354
Change-262 (-6%)
Value$800.2K (-$60.1K)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares4,084 from 4,187
Change-103 (-2%)
Value$798.5K (-$28.9K)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares4,050 from 4,155
Change-105 (-3%)
Value$792.0K (-$29.0K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
DECREASED
Shares4,045 from 4,130
Change-85 (-2%)
Value$790.9K (-$25.2K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares4,045 from 4,024
Change+21 (+1%)
Value$790.9K (-$4.2K)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares4,043 from 4,050
Change-7 (0%)
Value$790.6K (-$9.8K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares4,029 from 4,492
Change-463 (-10%)
Value$787.8K (-$99.8K)
Filed 2026-10-13
Autumn Glory Partners, LLC
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$782.3K (-$8.3K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares3,956 from 3,575
Change+381 (+11%)
Value$773.5K (+$67.1K)
Filed 2026-10-13
Creekside Partners
DECREASED
Shares3,857 from 4,032
Change-175 (-4%)
Value$754.2K (-$42.6K)
Filed 2026-11-04
Busey Bank
DECREASED
Shares3,814 from 3,862
Change-48 (-1%)
Value$745.8K (-$17.4K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,785 from 3,975
Change-190 (-5%)
Value$740.2K (-$45.3K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares3,693 from 3,693
Change0 (0%)
Value$729.7K ($0)
Filed 2026-10-06
Texas Bank & Trust Co
UNCHANGED
Shares3,681 from 3,681
Change0 (0%)
Value$719.7K (-$7.6K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,674 from 3,514
Change+160 (+5%)
Value$718.4K (+$24.0K)
Filed 2026-10-27
Sherman Wealth Management LLC
INCREASED
Shares3,670 from 3,658
Change+12 (+0%)
Value$717.5K (-$5.2K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares3,653 from 3,643
Change+10 (+0%)
Value$714.2K (-$5.6K)
Filed 2026-10-21
Independent Wealth Advisors LLC
INCREASED
Shares3,619 from 3,612
Change+7 (+0%)
Value$707.6K (-$6.1K)
Filed 2026-10-27
Collaborative Capital Advisors LLC
INCREASED
Shares3,586 from 3,494
Change+92 (+3%)
Value$701.2K (+$10.8K)
Filed 2026-11-06
Investmark Advisory Group LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$684.0K (-$7.2K)
Filed 2026-10-27
Svrn Asset Management, LLC
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$676.5K (-$7.2K)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$674.4K (-$7.1K)
Filed 2026-11-02
S.A. Mason LLC
UNCHANGED
Shares3,444 from 3,444
Change0 (0%)
Value$673.4K (-$7.1K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares3,439 from 3,439
Change0 (0%)
Value$672.4K (-$7.0K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
DECREASED
Shares3,435 from 3,445
Change-10 (0%)
Value$671.7K (-$9.1K)
Filed 2026-11-03
ERn Financial, LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$667.5K (-$7.1K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares3,411 from 3,647
Change-236 (-6%)
Value$667.0K (-$53.8K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$667.0K (-$7.1K)
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares3,380 from 3,379
Change+1 (+0%)
Value$660.8K (-$7.0K)
Filed 2026-10-19
Integrated Capital Management, LLC
DECREASED
Shares3,366 from 3,470
Change-104 (-3%)
Value$658.2K (-$27.5K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares3,358 from 5,964
Change-2,606 (-44%)
Value$656.6K (-$521.9K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
DECREASED
Shares3,354 from 3,393
Change-39 (-1%)
Value$655.8K (-$14.7K)
Filed 2026-10-29
Unique Wealth, LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$655.8K (-$6.9K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
DECREASED
Shares3,349 from 3,571
Change-222 (-6%)
Value$654.8K (-$50.7K)
Filed 2026-10-29
Manchester Capital Management LLC
DECREASED
Shares3,343 from 3,610
Change-267 (-7%)
Value$653.7K (-$59.7K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares3,341 from 3,405
Change-64 (-2%)
Value$653.2K (-$19.6K)
Filed 2026-10-15
One Day In July LLC
DECREASED
Shares3,314 from 3,338
Change-24 (-1%)
Value$648.1K (-$11.6K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares3,313 from 3,153
Change+160 (+5%)
Value$647.7K (+$24.7K)
Filed 2026-10-16
Revisor Wealth Management LLC
INCREASED
Shares3,298 from 2,988
Change+310 (+10%)
Value$674.6K (+$84.1K)
Filed 2026-10-20
Horizon Financial Services, LLC
INCREASED
Shares3,291 from 2,994
Change+297 (+10%)
Value$643.5K (+$51.9K)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares3,283 from 3,356
Change-73 (-2%)
Value$641.9K (-$21.2K)
Filed 2026-10-23
Private Client Services, LLC
INCREASED
Shares3,275 from 3,271
Change+4 (+0%)
Value$640.4K (-$5.9K)
Filed 2026-10-02
Compound Planning, Inc.
DECREASED
Shares3,269 from 3,335
Change-66 (-2%)
Value$639.2K (-$19.8K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares3,254 from 3,254
Change0 (0%)
Value$636.3K (-$6.7K)
Filed 2026-11-03
First Citizens Bank & Trust Co
INCREASED
Shares3,241 from 2,377
Change+864 (+36%)
Value$633.7K (+$164.0K)
Filed 2026-10-14
Quantum Financial Partners LLC
INCREASED
Shares3,240 from 3,101
Change+139 (+4%)
Value$633.5K (+$20.8K)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares3,240 from 3,339
Change-99 (-3%)
Value$633.5K (-$26.3K)
Filed 2026-11-05
Fiduciary Financial Group, LLC
DECREASED
Shares3,224 from 3,272
Change-48 (-1%)
Value$630.4K (-$16.2K)
Filed 2026-10-13
Principle Wealth Partners LLC
UNCHANGED
Shares3,212 from 3,212
Change0 (0%)
Value$628.0K (-$6.6K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares3,196 from 3,159
Change+37 (+1%)
Value$624.8K (+$632)
Filed 2026-11-04
Directional Asset Management
DECREASED
Shares3,189 from 3,337
Change-148 (-4%)
Value$623.6K (-$35.8K)
Filed 2026-10-22
Clark Asset Management, LLC
DECREASED
Shares3,187 from 3,197
Change-10 (0%)
Value$623.2K (-$8.6K)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares3,180 from 3,157
Change+23 (+1%)
Value$621.8K (-$2.0K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
DECREASED
Shares3,145 from 3,153
Change-8 (0%)
Value$614.9K (-$8.0K)
Filed 2026-10-20
Collaborative Wealth Managment Inc.
DECREASED
Shares3,141 from 3,149
Change-8 (0%)
Value$614.2K (-$8.1K)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares3,131 from 3,140
Change-9 (0%)
Value$612.2K (-$8.3K)
Filed 2026-11-04
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares3,107 from 3,107
Change0 (0%)
Value$607.5K (-$6.4K)
Filed 2026-11-05
Trilogy Capital Inc.
DECREASED
Shares3,050 from 3,256
Change-206 (-6%)
Value$596.3K (-$47.0K)
Filed 2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED
Shares3,035 from 2,901
Change+134 (+5%)
Value$593.5K (+$20.1K)
Filed 2026-10-22
Aviso Wealth Management
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$591.5K (-$6.3K)
Filed 2026-11-04
Beacon Financial Advisory LLC
DECREASED
Shares3,022 from 3,094
Change-72 (-2%)
Value$590.8K (-$20.6K)
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares3,022 from 2,972
Change+50 (+2%)
Value$591.0K (+$3.7K)
Filed 2026-10-08
Grantvest Financial Group LLC
INCREASED
Shares3,013 from 3,000
Change+13 (+0%)
Value$589.1K (-$3.8K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
DECREASED
Shares3,012 from 3,097
Change-85 (-3%)
Value$588.9K (-$23.0K)
Filed 2026-11-04
Brooklyn FI, LLC
INCREASED
Shares3,007 from 2,883
Change+124 (+4%)
Value$642.7K (+$58.2K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$586.6K (-$6.2K)
Filed 2026-10-26
TME Financial, Inc.
INCREASED
Shares2,977 from 2,962
Change+15 (+1%)
Value$582.1K (-$3.1K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares2,943 from 2,943
Change0 (0%)
Value$575.4K (-$6.1K)
Filed 2026-10-27
Diversify Wealth Management, LLC
DECREASED
Shares2,913 from 3,292
Change-379 (-12%)
Value$597.9K (-$78.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares2,913 from 3,292
Change-379 (-12%)
Value$597.9K (-$78.5K)
Filed 2026-10-20
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,907 from 2,907
Change0 (0%)
Value$568.4K (-$6.0K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,893 from 2,769
Change+124 (+4%)
Value$565.7K (+$18.6K)
Filed 2026-10-22
Kelsey Financial, LLC
UNCHANGED
Shares2,876 from 2,876
Change0 (0%)
Value$562.3K (-$6.0K)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares2,867 from 2,817
Change+50 (+2%)
Value$560.5K (+$3.8K)
Filed 2026-10-26
Curated Wealth Partners LLC
INCREASED
Shares2,851 from 2,636
Change+215 (+8%)
Value$557.5K (+$36.6K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares2,838 from 2,868
Change-30 (-1%)
Value$555.0K (-$11.8K)
Filed 2026-10-19
Diversified Enterprises, LLC
DECREASED
Shares2,832 from 2,845
Change-13 (0%)
Value$553.7K (-$8.4K)
Filed 2026-10-19
BCS Wealth Management
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$553.4K (-$5.9K)
Filed 2026-11-03
Fulton Bank, N.A.
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$552.2K (-$5.8K)
Filed 2026-10-14
Advisory Solutions Group, LLC
NEW
Shares2,823
Change+2,823
Value$552.1K
Filed 2026-10-14
Essex Bank
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$549.4K (-$5.8K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED
Shares2,789 from 2,819
Change-30 (-1%)
Value$545.3K (-$11.7K)
Filed 2026-11-05
Merited Wealth, LLC
DECREASED
Shares2,782 from 3,129
Change-347 (-11%)
Value$544.0K (-$74.2K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares2,773 from 2,973
Change-200 (-7%)
Value$542.2K (-$45.3K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares2,772 from 2,784
Change-12 (0%)
Value$541.9K (-$8.1K)
Filed 2026-11-05
Winebrenner Capital Management LLC
DECREASED
Shares2,763 from 2,766
Change-3 (0%)
Value$540.2K (-$6.3K)
Filed 2026-10-07
Everest Financial Group LLC
DECREASED
Shares2,759 from 2,790
Change-31 (-1%)
Value$539.4K (-$11.9K)
Filed 2026-11-06
QTR Family Wealth, LLC
INCREASED
Shares2,759 from 2,736
Change+23 (+1%)
Value$539.5K (-$1.1K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$532.0K (-$5.6K)
Filed 2026-10-20
Facet Wealth, Inc.
DECREASED
Shares2,696 from 3,046
Change-350 (-11%)
Value$527.2K (-$74.7K)
Filed 2026-11-04
Zions Bancorporation, National Association
DECREASED
Shares2,653 from 2,986
Change-333 (-11%)
Value$518.7K (-$71.3K)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares2,633 from 2,563
Change+70 (+3%)
Value$514.7K (+$8.4K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED
Shares2,631 from 2,849
Change-218 (-8%)
Value$514.5K (-$48.3K)
Filed 2026-10-30
Quad-Cities Investment Group, LLC
DECREASED
Shares2,628 from 2,633
Change-5 (0%)
Value$513.9K (-$6.5K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$513.3K (-$5.4K)
Filed 2026-10-14
Clarity Capital Advisors, LLC
INCREASED
Shares2,607 from 2,598
Change+9 (+0%)
Value$509.8K (-$3.5K)
Filed 2026-10-27
Evanson Financial, LLC
INCREASED
Shares2,603 from 2,595
Change+8 (+0%)
Value$508.9K (-$3.8K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,590 from 1,754
Change+836 (+48%)
Value$506.3K (+$159.7K)
Filed 2026-10-19
MCF Advisors LLC
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$498.4K (-$5.3K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares2,515 from 2,471
Change+44 (+2%)
Value$491.7K (+$3.5K)
Filed 2026-11-04
Northstar Asset Management Co
UNCHANGED
Shares2,515 from 2,515
Change0 (0%)
Value$521.9K (+$6.9K)
Filed 2026-10-22
Harpswell Capital Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$488.8K (-$5.2K)
Filed 2026-10-09
Atlatl Advisers LLC
UNCHANGED
Shares2,495 from 2,495
Change0 (0%)
Value$487.8K (-$5.2K)
Filed 2026-10-22
Richardson Financial Services Inc.
DECREASED
Shares2,486 from 2,663
Change-177 (-7%)
Value$486.1K (-$40.1K)
Filed 2026-10-30
Sapient Capital LLC
INCREASED
Shares2,436 from 2,386
Change+50 (+2%)
Value$476.3K (+$4.8K)
Filed 2026-10-08
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares2,429 from 2,444
Change-15 (-1%)
Value$474.9K (-$8.0K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
INCREASED
Shares2,420 from 2,419
Change+1 (+0%)
Value$473.2K (-$4.8K)
Filed 2026-10-22
Bailard, Inc.
UNCHANGED
Shares2,414 from 2,414
Change0 (0%)
Value$472.0K (-$5.0K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$471.4K (-$5.0K)
Filed 2026-11-04
Asempa Wealth Advisors
DECREASED
Shares2,401 from 2,703
Change-302 (-11%)
Value$473.7K (-$60.4K)
Filed 2026-10-07
Valmark Advisers, Inc.
INCREASED
Shares2,393 from 1,658
Change+735 (+44%)
Value$467.9K (+$140.3K)
Filed 2026-11-06
Goelzer Investment Management, Inc.
INCREASED
Shares2,376 from 2,344
Change+32 (+1%)
Value$464.6K (+$1.4K)
Filed 2026-10-16
Beacon Financial Group
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$463.4K (-$4.9K)
Filed 2026-10-19
Breakwater Capital Group
DECREASED
Shares2,347 from 2,358
Change-11 (0%)
Value$459.0K (-$7.0K)
Filed 2026-10-09
Blossom Wealth Management
UNCHANGED
Shares2,339 from 2,339
Change0 (0%)
Value$457.3K (-$4.8K)
Filed 2026-11-03
Smith Thornton Advisors LLC
UNCHANGED
Shares2,298 from 2,298
Change0 (0%)
Value$449.3K (-$15.5K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
DECREASED
Shares2,274 from 2,410
Change-136 (-6%)
Value$444.6K (-$31.6K)
Filed 2026-10-19
LMG Wealth Partners, LLC
INCREASED
Shares2,270 from 2,258
Change+12 (+1%)
Value$443.8K (-$2.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares2,265 from 2,262
Change+3 (+0%)
Value$443.0K (-$4.0K)
Filed 2026-10-08
North Capital, Inc.
INCREASED
Shares2,263 from 2,251
Change+12 (+1%)
Value$461.6K (+$16.7K)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares2,262 from 2,147
Change+115 (+5%)
Value$442.3K (+$18.1K)
Filed 2026-10-16
Crane Advisory, LLC
UNCHANGED
Shares2,213 from 2,213
Change0 (0%)
Value$441.6K (-$8.6K)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
NEW
Shares2,197
Change+2,197
Value$429.6K
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares2,194 from 2,187
Change+7 (+0%)
Value$429.0K (-$3.2K)
Filed 2026-10-07
Family Investment Center, Inc.
INCREASED
Shares2,188 from 2,154
Change+34 (+2%)
Value$427.9K (+$2.2K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares2,185 from 2,214
Change-29 (-1%)
Value$427.2K (-$10.3K)
Filed 2026-10-22
Compass Capital Management, Inc
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$424.3K (-$4.5K)
Filed 2026-11-06
Klingman & Associates, LLC
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$423.3K (-$4.5K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares2,139
Change+2,139
Value$454.2K
Filed 2026-11-05
G2 Capital Management, LLC / OH
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$418.2K (-$4.4K)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares2,134 from 2,123
Change+11 (+1%)
Value$417.3K (-$2.2K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
INCREASED
Shares2,120 from 2,110
Change+10 (+0%)
Value$414.5K (-$2.6K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares2,118 from 2,042
Change+76 (+4%)
Value$414.2K (+$10.8K)
Filed 2026-10-22
ARK & TLK Investments, LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$413.2K (-$4.4K)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares2,110 from 2,354
Change-244 (-10%)
Value$412.5K (-$52.6K)
Filed 2026-10-20
Strategic Advisors LLC
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$412.6K (-$4.3K)
Filed 2026-10-13
Advocate Group LLC
NEW
Shares2,099
Change+2,099
Value$410.4K
Filed 2026-10-19
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$410.4K (-$4.3K)
Filed 2026-10-14
Sage Rhino Capital LLC
INCREASED
Shares2,097 from 2,077
Change+20 (+1%)
Value$410.1K (-$243)
Filed 2026-10-28
Sonata Capital Group Inc
DECREASED
Shares2,095 from 2,245
Change-150 (-7%)
Value$409.6K (-$34.0K)
Filed 2026-10-19
Kendall Capital Management
DECREASED
Shares2,093 from 2,810
Change-717 (-26%)
Value$409.2K (-$146.0K)
Filed 2026-10-23
BIP Wealth, LLC
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$409.0K (-$4.3K)
Filed 2026-10-22
WP Advisors, LLC
DECREASED
Shares2,073 from 2,413
Change-340 (-14%)
Value$405.5K (-$71.3K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares2,031 from 1,984
Change+47 (+2%)
Value$428.8K (+$27.4K)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares2,026 from 1,996
Change+30 (+2%)
Value$396.2K (+$1.8K)
Filed 2026-10-22
Legacy Wealth Partners, LLC
INCREASED
Shares2,018 from 2,011
Change+7 (+0%)
Value$394.6K (-$2.8K)
Filed 2026-10-15
waypoint wealth counsel
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$392.1K (-$4.2K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares1,996 from 2,166
Change-170 (-8%)
Value$390.3K (-$37.8K)
Filed 2026-10-23
Florida Trust Wealth Management Co
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$389.5K (-$4.1K)
Filed 2026-11-05
West Bancorporation Inc
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$389.3K (-$4.1K)
Filed 2026-10-29
Maseco LLP
INCREASED
Shares1,976 from 1,970
Change+6 (+0%)
Value$386.5K (-$2.8K)
Filed 2026-10-27
Intelligence Driven Advisers, LLC
INCREASED
Shares1,969 from 1,958
Change+11 (+1%)
Value$384.9K (-$2.0K)
Filed 2026-10-09
Long Island Wealth Management, Inc.
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$379.9K (-$4.0K)
Filed 2026-10-20
LWM Advisors Inc
INCREASED
Shares1,932 from 1,878
Change+54 (+3%)
Value$377.8K (+$6.7K)
Filed 2026-10-08
Outbound Financial Inc
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$377.6K (-$4.0K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares1,913 from 1,141
Change+772 (+68%)
Value$374.1K (+$148.6K)
Filed 2026-11-03
Eagle Harbor Asset Management Inc
DECREASED
Shares1,907 from 2,071
Change-164 (-8%)
Value$372.9K (-$36.3K)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$371.3K (-$3.9K)
Filed 2026-11-03
Greenspring Advisors, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$371.0K (-$3.9K)
Filed 2026-11-05
Townsend & Associates, Inc
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$387.9K (+$8.0K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED
Shares1,882 from 2,149
Change-267 (-12%)
Value$368 (-$424.6K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,879 from 2,142
Change-263 (-12%)
Value$367.4K (-$55.9K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,868 from 1,882
Change-14 (-1%)
Value$365.3K (-$6.6K)
Filed 2026-10-06
Eagle Bay Advisors LLC
DECREASED
Shares1,863 from 1,985
Change-122 (-6%)
Value$364.3K (-$28.0K)
Filed 2026-10-16
Deutsche Bank Ag\
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$362.7K (-$3.8K)
Filed 2026-11-06
Flywheel Private Wealth LLC
NEW
Shares1,841
Change+1,841
Value$360.0K
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,838 from 1,237
Change+601 (+49%)
Value$359.4K (+$114.8K)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$358.1K (-$3.8K)
Filed 2026-10-08
Rossmore Private Capital
UNCHANGED
Shares1,829 from 1,829
Change0 (0%)
Value$357.6K (-$3.8K)
Filed 2026-10-27
Verum Partners LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$356.8K (-$3.8K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares1,824 from 1,230
Change+594 (+48%)
Value$356.8K (+$113.6K)
Filed 2026-10-29
Sovran Advisors, LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$383.0K (+$6.4K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares1,802 from 1,701
Change+101 (+6%)
Value$352.4K (+$16.2K)
Filed 2026-10-07
Waller Financial Planning Group, Inc
DECREASED
Shares1,799 from 1,870
Change-71 (-4%)
Value$351.8K (-$17.6K)
Filed 2026-10-07
Aspiriant, LLC
DECREASED
Shares1,793 from 3,849
Change-2,056 (-53%)
Value$350.6K (-$410.0K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares1,791 from 2,887
Change-1,096 (-38%)
Value$350.2K (-$220.3K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares1,765 from 1,815
Change-50 (-3%)
Value$345.1K (-$13.5K)
Filed 2026-10-30
Livet Wealth, LLC
INCREASED
Shares1,757 from 1,684
Change+73 (+4%)
Value$343.6K (+$10.8K)
Filed 2026-10-27
Pacific Park Financial, Inc.
INCREASED
Shares1,756 from 1,733
Change+23 (+1%)
Value$343.4K (+$910)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$342.2K (-$3.6K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares1,736 from 1,849
Change-113 (-6%)
Value$339.4K (-$26.0K)
Filed 2026-10-08
Tsfg, LLC
DECREASED
Shares1,725 from 1,855
Change-130 (-7%)
Value$337 (-$366.7K)
Filed 2026-10-23
Paulson Wealth Management Inc.
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$328.2K (-$3.5K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
INCREASED
Shares1,673 from 1,672
Change+1 (+0%)
Value$327.0K (-$3.4K)
Filed 2026-11-02
Finward Bancorp
DECREASED
Shares1,671 from 1,962
Change-291 (-15%)
Value$326.7K (-$61.0K)
Filed 2026-10-14
SkyOak Wealth, LLC
DECREASED
Shares1,666 from 1,786
Change-120 (-7%)
Value$325.8K (-$27.2K)
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares1,665 from 1,653
Change+12 (+1%)
Value$325.6K (-$1.1K)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,658 from 1,651
Change+7 (+0%)
Value$324.3K (-$2.0K)
Filed 2026-10-27
Towerpoint Wealth, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$323.6K (-$3.4K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares1,640 from 1,487
Change+153 (+10%)
Value$320.7K (+$26.7K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$318.9K (-$3.3K)
Filed 2026-10-19
Prospera Capital Management, LLC
DECREASED
Shares1,630 from 1,631
Change-1 (0%)
Value$318.8K (-$7.5K)
Filed 2026-10-19
Financial Freedom, LLC
DECREASED
Shares1,624 from 2,617
Change-993 (-38%)
Value$317.5K (-$199.7K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
DECREASED
Shares1,623 from 1,755
Change-132 (-8%)
Value$317.3K (-$6.1K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares1,601 from 1,604
Change-3 (0%)
Value$313.0K (-$3.9K)
Filed 2026-10-13
Atticus Wealth Management, LLC
INCREASED
Shares1,594 from 1,420
Change+174 (+12%)
Value$311.7K (+$31.1K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares1,592 from 1,532
Change+60 (+4%)
Value$311.4K (+$8.5K)
Filed 2026-11-02
Cypress Capital Group
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$311.3K (-$3.3K)
Filed 2026-11-03
BAM Wealth Management, LLC
NEW
Shares1,582
Change+1,582
Value$309.3K
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares1,577 from 1,576
Change+1 (+0%)
Value$308.4K (-$3.0K)
Filed 2026-10-14
Bernicke Wealth Management, Ltd.
INCREASED
Shares1,574 from 1,485
Change+89 (+6%)
Value$307.7K (+$14.2K)
Filed 2026-11-06
BAR Harbor Wealth Management
NEW
Shares1,570
Change+1,570
Value$307.0K
Filed 2026-10-21
Cravens & Co Advisors, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$305.0K (-$3.2K)
Filed 2026-10-16
Kornitzer Capital Management Inc
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$304.2K (-$3.2K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares1,551 from 1,376
Change+175 (+13%)
Value$303.3K (+$31.4K)
Filed 2026-10-08
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$298.0K (-$3.2K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$296.0K (-$3.1K)
Filed 2026-10-13
Parcion Private Wealth LLC
DECREASED
Shares1,511 from 1,518
Change-7 (0%)
Value$295.5K (-$4.5K)
Filed 2026-10-28
Integris Wealth Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$293.3K (-$3.1K)
Filed 2026-10-14
Cove Private Wealth, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$293.3K (-$3.1K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares1,490 from 1,489
Change+1 (+0%)
Value$291.3K (-$3.0K)
Filed 2026-10-19
Uhlmann Price Securities, LLC
INCREASED
Shares1,489 from 1,118
Change+371 (+33%)
Value$291.3K (+$70.5K)
Filed 2026-11-03
Cottage Street Advisors LLC
INCREASED
Shares1,475 from 1,204
Change+271 (+23%)
Value$288.4K (+$50.5K)
Filed 2026-10-19
MKD Wealth Coaches, LLC
NEW
Shares1,473
Change+1,473
Value$288.0K
Filed 2026-10-09
TruNorth Capital Management, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$287.8K (-$3.0K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$285.5K (-$3.0K)
Filed 2026-10-01
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,454 from 1,434
Change+20 (+1%)
Value$284.3K (-$729)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares1,450 from 1,387
Change+63 (+5%)
Value$283.5K (+$9.4K)
Filed 2026-11-02
Patten & Patten Inc
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$283.1K (-$3.0K)
Filed 2026-10-26
Legacy Bridge, LLC
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$281.6K (-$3.0K)
Filed 2026-10-28
Dodds Wealth, LLC
INCREASED
Shares1,437 from 1,423
Change+14 (+1%)
Value$281.0K (-$196)
Filed 2026-11-02
Richmond Investment Services, LLC
INCREASED
Shares1,432 from 1,425
Change+7 (+0%)
Value$280.1K (-$1.6K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares1,416 from 1,323
Change+93 (+7%)
Value$276.9K (+$15.5K)
Filed 2026-10-27
Quaker Wealth Management, LLC
DECREASED
Shares1,415 from 1,514
Change-99 (-7%)
Value$276.7K (-$22.5K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares1,398 from 978
Change+420 (+43%)
Value$273.4K (+$80.1K)
Filed 2026-11-05
City State Bank
DECREASED
Shares1,392 from 1,467
Change-75 (-5%)
Value$272.2K (-$17.7K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares1,392 from 1,360
Change+32 (+2%)
Value$272.1K (+$3.3K)
Filed 2026-11-02
Shepherd Financial Partners LLC
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$271.2K (-$2.9K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares1,381 from 1,582
Change-201 (-13%)
Value$270.0K (-$42.5K)
Filed 2026-10-23
Gemmer Asset Management LLC
INCREASED
Shares1,379 from 1,373
Change+6 (+0%)
Value$269.7K (-$1.7K)
Filed 2026-10-16
Opal Wealth Advisors, LLC
DECREASED
Shares1,372 from 1,375
Change-3 (0%)
Value$268.3K (-$3.4K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$267.5K (-$2.8K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares1,361 from 1,392
Change-31 (-2%)
Value$268.5K (-$6.6K)
Filed 2026-10-30
Fisher Asset Management, LLC
INCREASED
Shares1,360 from 1,116
Change+244 (+22%)
Value$266.1K (+$45.4K)
Filed 2026-11-06
Cooper Financial Group
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$264.1K (-$2.8K)
Filed 2026-10-07
Optima Capital LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$263.4K (-$2.8K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$263.4K (-$2.8K)
Filed 2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$263.0K (-$2.8K)
Filed 2026-10-22
Foundry Financial LLC
INCREASED
Shares1,335 from 1,328
Change+7 (+1%)
Value$261.0K (-$1.5K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares1,328 from 1,327
Change+1 (+0%)
Value$259.7K (-$12.1K)
Filed 2026-10-19
Colony Family Offices, LLC
DECREASED
Shares1,321 from 1,375
Change-54 (-4%)
Value$258.3K (-$13.4K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$256.5K (-$2.6K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
NEW
Shares1,307
Change+1,307
Value$255.7K
Filed 2026-10-08
Accurate Wealth Management, LLC
DECREASED
Shares1,306 from 1,327
Change-21 (-2%)
Value$266.3K (-$869)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares1,292 from 1,287
Change+5 (+0%)
Value$252.5K (-$1.9K)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares1,266 from 981
Change+285 (+29%)
Value$248 (+$54)
Filed 2026-10-13
Oak Harvest Investment Services
INCREASED
Shares1,254 from 1,249
Change+5 (+0%)
Value$245.1K (-$1.7K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$244.2K (-$2.6K)
Filed 2026-11-05
Sigma Investment Counselors Inc
INCREASED
Shares1,246 from 1,131
Change+115 (+10%)
Value$243.6K (+$20.1K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares1,239 from 1,274
Change-35 (-3%)
Value$242.3K (-$9.5K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
NEW
Shares1,224
Change+1,224
Value$239.3K
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$236.1K (-$2.5K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$234.6K (-$2.5K)
Filed 2026-10-20
Meredith Wealth Planning
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$234.2K (-$2.5K)
Filed 2026-10-14
Level Financial Advisors
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$232.1K (-$2.4K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares1,186 from 1,181
Change+5 (+0%)
Value$239.9K (+$406)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,177 from 1,018
Change+159 (+16%)
Value$230.1K (+$29.0K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$230.1K (-$2.4K)
Filed 2026-11-02
Cahaba Wealth Management, Inc.
INCREASED
Shares1,171 from 1,169
Change+2 (+0%)
Value$228.9K (-$2.2K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$228.8K (-$2.4K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares1,165 from 1,036
Change+129 (+12%)
Value$227.8K (+$23.0K)
Filed 2026-10-08
Accredited Investor Services, LLC
NEW
Shares1,163
Change+1,163
Value$227.4K
Filed 2026-10-22
Arbor Investment Advisors, LLC
INCREASED
Shares1,157 from 1,038
Change+119 (+11%)
Value$226.2K (+$21.1K)
Filed 2026-10-26
Freedom Financial Partners LLC
INCREASED
Shares1,146 from 1,142
Change+4 (+0%)
Value$224.1K (-$1.5K)
Filed 2026-10-19
Procyon Advisors, LLC
NEW
Shares1,142
Change+1,142
Value$223.3K
Filed 2026-10-21
CGN Advisors LLC
DECREASED
Shares1,142 from 1,168
Change-26 (-2%)
Value$223.3K (-$7.5K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares1,139
Change+1,139
Value$222.8K
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,134 from 1,021
Change+113 (+11%)
Value$223.7K (+$21.3K)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$223.5K (-$1.1K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$221.3K (-$10.5K)
Filed 2026-10-20
Montag A & Associates Inc
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$220.9K (-$2.3K)
Filed 2026-10-29
Bestgate Wealth Advisors, LLC
NEW
Shares1,127
Change+1,127
Value$220.4K
Filed 2026-10-13
JIM Saulnier & Associates, LLC
DECREASED
Shares1,122 from 1,591
Change-469 (-29%)
Value$219.3K (-$95.0K)
Filed 2026-11-04
Obermeyer Wealth Partners
DECREASED
Shares1,118 from 1,177
Change-59 (-5%)
Value$218.5K (-$14.1K)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares1,107 from 1,203
Change-96 (-8%)
Value$216 (-$237.8K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares1,104 from 1,832
Change-728 (-40%)
Value$215.9K (-$146.2K)
Filed 2026-10-23
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$214.7K (-$2.3K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
DECREASED
Shares1,095 from 1,120
Change-25 (-2%)
Value$214.1K (-$7.2K)
Filed 2026-10-27
FSM Wealth Advisors, LLC
INCREASED
Shares1,093 from 1,090
Change+3 (+0%)
Value$220.1K (+$4.7K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,091 from 1,081
Change+10 (+1%)
Value$213.3K (-$283)
Filed 2026-11-03
Monument Group Wealth Advisors, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$213.4K (-$2.3K)
Filed 2026-10-21
Financial Partners Group, Inc
DECREASED
Shares1,084 from 1,089
Change-5 (0%)
Value$211.9K (-$3.3K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$212.0K (-$2.2K)
Filed 2026-10-28
XML Financial, LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$211.3K (-$2.2K)
Filed 2026-10-29
Verisail Partners, LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$211.0K (-$2.2K)
Filed 2026-10-19
OFS Enterprise LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$211.0K (-$2.2K)
Filed 2026-10-16
BOS Asset Management, LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$210.6K (-$2.2K)
Filed 2026-10-09
MMA Asset Management LLC
DECREASED
Shares1,076 from 1,391
Change-315 (-23%)
Value$210.4K (-$64.5K)
Filed 2026-11-02
Successful Portfolios LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$214.5K (-$896)
Filed 2026-10-09
Saxony Capital Management, LLC
DECREASED
Shares1,070 from 1,130
Change-60 (-5%)
Value$209.2K (-$14.1K)
Filed 2026-10-15
Aaron Wealth Advisors LLC
DECREASED
Shares1,069 from 1,167
Change-98 (-8%)
Value$209.0K (-$21.6K)
Filed 2026-10-13
truNorth Financial Services, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$205.3K (-$2.2K)
Filed 2026-11-06
Holos Integrated Wealth LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$214.2K (+$3.9K)
Filed 2026-10-23
Rose Capital Advisors LLC
NEW
Shares1,045
Change+1,045
Value$204.4K
Filed 2026-11-04
Heritage Wealth Management, Inc.
NEW
Shares1,044
Change+1,044
Value$204.1K
Filed 2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$203.7K (-$2.2K)
Filed 2026-10-28
Factor Wealth Management LTD
DECREASED
Shares1,041 from 1,699
Change-658 (-39%)
Value$203.6K (-$132.2K)
Filed 2026-10-08
TCI Wealth Advisors, Inc.
INCREASED
Shares1,039 from 1,037
Change+2 (+0%)
Value$203.1K (-$1.8K)
Filed 2026-10-30
Advisor OS, LLC
NEW
Shares1,032
Change+1,032
Value$201.7K
Filed 2026-11-03
Hollow Brook Wealth Management LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$201.0K (-$2.1K)
Filed 2026-10-29
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,024 from 1,138
Change-114 (-10%)
Value$200.2K (-$24.6K)
Filed 2026-10-22
Financial Perspectives, Inc
INCREASED
Shares1,008 from 820
Change+188 (+23%)
Value$197.1K (+$35.1K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares979 from 977
Change+2 (+0%)
Value$191.4K (-$1.6K)
Filed 2026-11-02
Noble Wealth Management PBC
DECREASED
Shares937 from 1,057
Change-120 (-11%)
Value$183.2K (-$25.7K)
Filed 2026-10-01
SBK Financial, Inc.
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$181.1K (-$1.9K)
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares909 from 1,313
Change-404 (-31%)
Value$177.7K (-$81.7K)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$171.9K (-$1.8K)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares863 from 821
Change+42 (+5%)
Value$168.7K (+$6.5K)
Filed 2026-10-19
GoalVest Advisory LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$168.7K (-$1.8K)
Filed 2026-10-02
Downshift Financial, LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$159.7K (-$1.7K)
Filed 2026-10-13
Chapman Financial Group, LLC
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$155.1K (-$1.6K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$150.4K (-$1.6K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares750 from 745
Change+5 (+1%)
Value$146.6K (-$585)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$147 (-$75.9K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares744
Change+744
Value$145.5K
Filed 2026-10-27
Center for Financial Planning, Inc.
DECREASED
Shares714 from 736
Change-22 (-3%)
Value$139.6K (-$5.8K)
Filed 2026-10-26
Sage Mountain Advisors LLC
DECREASED
Shares712 from 895
Change-183 (-20%)
Value$139.2K (-$37.5K)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$137.8K (-$1.5K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares701 from 700
Change+1 (+0%)
Value$137.0K (-$1.3K)
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares696 from 617
Change+79 (+13%)
Value$136.1K (+$14.2K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
DECREASED
Shares683 from 687
Change-4 (-1%)
Value$133.5K (-$2.2K)
Filed 2026-10-23
Kroeger Financial Partners
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$132.8K (-$1.4K)
Filed 2026-10-19
Planning Strategies Inc.
NEW
Shares672
Change+672
Value$131.4K
Filed 2026-10-02
Salomon & Ludwin, LLC
DECREASED
Shares634 from 667
Change-33 (-5%)
Value$124.0K (-$8.3K)
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$122.2K (-$1.3K)
Filed 2026-10-14
Burk Holdings LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$117.7K (-$1.2K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
NEW
Shares585
Change+585
Value$114.5K
Filed 2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$113.2K (-$1.2K)
Filed 2026-11-03
Beacon Financial Strategies Corp
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$106.2K (-$1.1K)
Filed 2026-10-14
Evermay Wealth Management LLC
DECREASED
Shares534 from 540
Change-6 (-1%)
Value$104.4K (-$2.3K)
Filed 2026-11-05
Tompkins Financial Corp
INCREASED
Shares513 from 200
Change+313 (+157%)
Value$100.3K (+$60.8K)
Filed 2026-10-05
Armor Investment Advisors, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$96.8K (-$1.0K)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$92.5K (-$979)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$91.9K (-$972)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares465 from 466
Change-1 (0%)
Value$90.9K (-$1.2K)
Filed 2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$84.5K (-$895)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$84.1K (-$890)
Filed 2026-10-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$83.1K (-$879)
Filed 2026-10-16
Hanson & Doremus Investment Management
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$81 (-$81.9K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
NEW
Shares408
Change+408
Value$79.8K
Filed 2026-10-27
Duncker Streett & Co Inc
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$79.2K (-$838)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares403 from 479
Change-76 (-16%)
Value$78.8K (-$15.9K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
NEW
Shares400
Change+400
Value$78.2K
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares397 from 357
Change+40 (+11%)
Value$77.6K (+$7.1K)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$73.9K (-$783)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares376 from 208
Change+168 (+81%)
Value$73.6K (+$32.5K)
Filed 2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$78.5K (+$4.4K)
Filed 2026-10-29
Peachtree Investment Partners, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$72.6K (-$769)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares364 from 388
Change-24 (-6%)
Value$71.2K (-$5.5K)
Filed 2026-10-28
Fiduciary Advisors, Inc.
INCREASED
Shares361 from 359
Change+2 (+1%)
Value$70.6K (-$375)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares357 from 377
Change-20 (-5%)
Value$69.8K (-$4.7K)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$69.4K (-$735)
Filed 2026-11-03
Bfsg, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$69.0K (-$730)
Filed 2026-10-30
Register Financial Advisors LLC
INCREASED
Shares340 from 222
Change+118 (+53%)
Value$66.5K (+$22.6K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares331 from 330
Change+1 (+0%)
Value$64.7K (-$344)
Filed 2026-10-23
American Capital Advisory, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$58.7K (-$621)
Filed 2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$57.7K (-$610)
Filed 2026-10-15
Entrust Financial LLC
DECREASED
Shares287 from 293
Change-6 (-2%)
Value$56.1K (-$1.9K)
Filed 2026-11-04
Fairman Group, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$55.5K (-$587)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares265
Change+265
Value$51.8K
Filed 2026-10-29
Catherine Avery Investment Management LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$49.7K (-$525)
Filed 2026-10-14
Hurley Capital, LLC
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$47.7K (-$273)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$46.2K (-$119)
Filed 2026-10-09
POM Investment Strategies, LLC
NEW
Shares230
Change+230
Value$45.0K
Filed 2026-10-20
Marquette Asset Management, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$42.8K (-$453)
Filed 2026-10-09
West Financial Advisors, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$42.6K (-$451)
Filed 2026-10-22
Align Financial, LLC
DECREASED
Shares215 from 218
Change-3 (-1%)
Value$42.0K (-$1.0K)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$41.6K (-$152)
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$37.9K (-$402)
Filed 2026-10-20
Strategic Advocates LLC
INCREASED
Shares178 from 78
Change+100 (+128%)
Value$34.8K (+$19.4K)
Filed 2026-11-03
Roxbury Financial LLC
INCREASED
Shares167 from 166
Change+1 (+1%)
Value$32.6K (-$287)
Filed 2026-10-01
Aventus Investment Advisors, Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$32.7K (-$345)
Filed 2026-10-09
EPG Wealth Management LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$32.5K (-$264)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$31.3K (-$1.9K)
Filed 2026-10-30
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$30.7K (-$325)
Filed 2026-10-19
SBI Securities Co., Ltd.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$29.3K (-$310)
Filed 2026-10-22
Versant Capital Management, Inc
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$25.8K (-$273)
Filed 2026-10-02
Main Street Group, LTD
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$25.8K (-$273)
Filed 2026-10-28
Breakwater Investment Management
DECREASED
Shares131 from 135
Change-4 (-3%)
Value$25.6K (-$1.1K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares126
Change+126
Value$25.1K
Filed 2026-10-13
MTM Investment Management, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$20.9K (-$221)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
INCREASED
Shares106 from 20
Change+86 (+430%)
Value$20.7K (+$16.8K)
Filed 2026-10-23
First Community Trust NA
DECREASED
Shares104 from 106
Change-2 (-2%)
Value$20.3K (-$611)
Filed 2026-10-07
Transce3nd, LLC
NEW
Shares101
Change+101
Value$21.0K
Filed 2026-10-26
MilWealth Group LLC
INCREASED
Shares100 from 58
Change+42 (+72%)
Value$19.5K (+$8.1K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.8K (+$39)
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares91 from 286
Change-195 (-68%)
Value$17.9K (-$38.7K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares90 from 44
Change+46 (+105%)
Value$17.5K (+$8.8K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares88 from 189
Change-101 (-53%)
Value$17.2K (-$20.0K)
Filed 2026-10-13
Tower View Wealth Management LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$17.0K (-$180)
Filed 2026-10-23
Wealth Analytics Partners, LLC
NEW
Shares86
Change+86
Value$16.8K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED
Shares86 from 89
Change-3 (-3%)
Value$16.8K (-$770)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$16.0K (-$170)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares70 from 52
Change+18 (+35%)
Value$13.7K (+$3.3K)
Filed 2026-11-05
Peoples Financial Services Corp.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$13.5K (-$143)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$12.5K (-$132)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$11.9K (-$126)
Filed 2026-10-20
Your Advocates Ltd., LLP
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$11.3K (-$120)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$10.8K (-$114)
Filed 2026-10-28
Townsend Asset Management Corp
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$10.4K (-$109)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares52 from 45
Change+7 (+16%)
Value$10.2K (+$1.3K)
Filed 2026-10-15
Winch Advisory Services, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$9.6K (-$101)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$9.6K (-$101)
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$9.6K (-$101)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$9.5K (-$50)
Filed 2026-11-04
Wells Financial Advisors Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.0K (-$96)
Filed 2026-11-02
High Point Wealth Management, LLC
NEW
Shares44
Change+44
Value$8.6K
Filed 2026-11-05
Coston, McIsaac & Partners
INCREASED
Shares43 from 33
Change+10 (+30%)
Value$8.4K (+$8.4K)
Filed 2026-11-06
Frankly Finances, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$8.2K (-$87)
Filed 2026-10-28
Toth Financial Advisory Corp
DECREASED
Shares41 from 201
Change-160 (-80%)
Value$8.0K (-$31.7K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
NEW
Shares39
Change+39
Value$7.6K
Filed 2026-10-28
Reicon Wealth Advisors, LLC
NEW
Shares39
Change+39
Value$7.6K
Filed 2026-11-04
First Pacific Financial
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$7.5K (-$39)
Filed 2026-10-14
Global Trust Asset Management, LLC
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$6.2K (-$37)
Filed 2026-10-19
Eukles Asset Management
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.1K (-$65)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares24
Change+24
Value$4.7K
Filed 2026-10-27
Markowski Investments
DECREASED
Shares23 from 26
Change-3 (-12%)
Value$4.5K (-$641)
Filed 2026-10-30
First Financial Corp
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.1K (-$44)
Filed 2026-10-13
Costello Asset Management, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.2K (-$22)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.9K (-$41)
Filed 2026-10-29
Team Financial Group, LLC
NEW
Shares19
Change+19
Value$3.8K
Filed 2026-10-30
Networth Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.8K (-$20)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares18
Change+18
Value$3.5K
Filed 2026-10-09
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.5K (-$37)
Filed 2026-10-06
Heritage Family Offices, LLP
NEW
Shares17
Change+17
Value$3.3K
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.3K (-$17)
Filed 2026-10-21
Montgomery Financial Services LLC
NEW
Shares16
Change+16
Value$3.1K
Filed 2026-11-03
Kennebec Savings Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.9K (-$31)
Filed 2026-10-22
Nemes Rush Group LLC
NEW
Shares14
Change+14
Value$2.7K
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.7K (-$29)
Filed 2026-11-02
James T. Borello RIA
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.5K (-$27)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.5K (-$27)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares12
Change+12
Value$2.4K
Filed 2026-11-06
Wolff Wiese Magana LLC
DECREASED
Shares12 from 26
Change-14 (-54%)
Value$2.3K (-$2.8K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.2K (-$23)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares9 from 19
Change-10 (-53%)
Value$1.8K (-$2.0K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.7K (-$10)
Filed 2026-10-28
Cdkv Holdings LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.6K (-$16)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.2K (-$13)
Filed 2026-11-04
Absher Wealth Management, LLC
NEW
Shares5
Change+5
Value$978
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4 from 91
Change-87 (-96%)
Value$782 (-$17.3K)
Filed 2026-10-14
IAG Wealth Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$782 (-$8)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$587
Filed 2026-10-30
Proathlete Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$601 (-$3)
Filed 2026-10-15
Key Capital Management, Inc
NEW
Shares2
Change+2
Value$391
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$391 (-$4)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares1
Change+1
Value$196
Filed 2026-10-30
Nfsg Corp
NEW
Shares1
Change+1
Value$196
Filed 2026-10-15
RHL Group, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$198 ($0)
Filed 2026-11-04
Sterling Capital Management LLC
CLOSED
Shares0 from 31,750
Change-31,750 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-22
Sendero Wealth Management, LLC
CLOSED
Shares0 from 7,474
Change-7,474 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
FDx Advisors, Inc.
CLOSED
Shares0 from 3,728
Change-3,728 (-100%)
Value$0 (-$737.0K)
Filed 2026-11-05
Old North State Wealth Management, LLC
CLOSED
Shares0 from 2,859
Change-2,859 (-100%)
Value$0 (-$566.6K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
CLOSED
Shares0 from 2,628
Change-2,628 (-100%)
Value$0 (-$519.3K)
Filed 2026-10-07
Guidance Capital, Inc
CLOSED
Shares0 from 1,687
Change-1,687 (-100%)
Value$0 (-$343.2K)
Filed 2026-11-03
Redmond Asset Management, LLC
CLOSED
Shares0 from 1,339
Change-1,339 (-100%)
Value$0 (-$264.6K)
Filed 2026-10-27
Brown Financial Advisory
CLOSED
Shares0 from 1,277
Change-1,277 (-100%)
Value$0 (-$252.4K)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 1,148
Change-1,148 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-21
Rockland Trust Co
CLOSED
Shares0 from 1,048
Change-1,048 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-05
Gradient Investments LLC
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-08
Mainsail Asset Management, LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-14
Balefire, LLC
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-09
Tanager Wealth Management LLP
CLOSED
Shares0 from 1,019
Change-1,019 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-19
Partners in Financial Planning
CLOSED
Shares0 from 1,017
Change-1,017 (-100%)
Value$0 (-$200.9K)
Filed 2026-11-06
Certified Advisory Corp
CLOSED
Shares0 from 1,017
Change-1,017 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 790
Change-790 (-100%)
Value$0 (-$156.6K)
Filed 2026-11-02
Wellington Grp LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$116.1K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$72.9K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$60.2K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$30.8K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-15
BankPlus Trust Department
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$14.0K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-29
DecisionPoint Financial, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$2.2K)
Filed 2026-11-03
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$3)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 4,886,722
Change-4,886,722 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,488,689
Change-4,488,689 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,506,826
Change-3,506,826 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,377,503
Change-3,377,503 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,119,048
Change-3,119,048 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,726,390
Change-2,726,390 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,278,495
Change-2,278,495 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,537,314
Change-1,537,314 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,386,013
Change-1,386,013 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,219,545
Change-1,219,545 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,135,535
Change-1,135,535 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,115,744
Change-1,115,744 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,109,433
Change-1,109,433 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 783,898
Change-783,898 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 753,590
Change-753,590 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 739,432
Change-739,432 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 730,073
Change-730,073 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 707,246
Change-707,246 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 653,694
Change-653,694 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 617,452
Change-617,452 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 518,803
Change-518,803 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 419,517
Change-419,517 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 397,700
Change-397,700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 383,149
Change-383,149 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 313,253
Change-313,253 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 296,030
Change-296,030 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 248,798
Change-248,798 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 231,852
Change-231,852 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 219,953
Change-219,953 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 206,724
Change-206,724 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 191,598
Change-191,598 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 184,005
Change-184,005 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 182,391
Change-182,391 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 169,698
Change-169,698 (-100%)
Value—
&partners
N/A
Shares— from 167,087
Change-167,087 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 163,718
Change-163,718 (-100%)
Value—
Blair William & Co
N/A
Shares— from 163,166
Change-163,166 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 157,923
Change-157,923 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 154,011
Change-154,011 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 148,473
Change-148,473 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 144,801
Change-144,801 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 136,243
Change-136,243 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 134,561
Change-134,561 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 133,731
Change-133,731 (-100%)
Value—
Stephens Inc
N/A
Shares— from 132,161
Change-132,161 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 129,350
Change-129,350 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 122,391
Change-122,391 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 114,384
Change-114,384 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 107,901
Change-107,901 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 100,654
Change-100,654 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 94,783
Change-94,783 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 94,554
Change-94,554 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 93,014
Change-93,014 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 91,973
Change-91,973 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 87,795
Change-87,795 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 83,577
Change-83,577 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 82,725
Change-82,725 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 81,624
Change-81,624 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 77,425
Change-77,425 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 73,762
Change-73,762 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 71,639
Change-71,639 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 68,718
Change-68,718 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 67,083
Change-67,083 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 64,629
Change-64,629 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 64,126
Change-64,126 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 63,984
Change-63,984 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 60,957
Change-60,957 (-100%)
Value—
Commerce Bank
N/A
Shares— from 60,921
Change-60,921 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 59,811
Change-59,811 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 59,763
Change-59,763 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 58,816
Change-58,816 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 58,674
Change-58,674 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 58,139
Change-58,139 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 57,532
Change-57,532 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 57,402
Change-57,402 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 57,396
Change-57,396 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 57,354
Change-57,354 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 57,072
Change-57,072 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 55,812
Change-55,812 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 54,918
Change-54,918 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,121
Change-50,121 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 49,555
Change-49,555 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 49,374
Change-49,374 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 49,265
Change-49,265 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 48,891
Change-48,891 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,269
Change-48,269 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 45,279
Change-45,279 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 44,758
Change-44,758 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 44,344
Change-44,344 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 42,418
Change-42,418 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 40,072
Change-40,072 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 34,148
Change-34,148 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 33,960
Change-33,960 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 31,427
Change-31,427 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 30,872
Change-30,872 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,796
Change-30,796 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 30,441
Change-30,441 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,258
Change-30,258 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 30,100
Change-30,100 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 29,324
Change-29,324 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 29,248
Change-29,248 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 29,209
Change-29,209 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 29,208
Change-29,208 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,900
Change-28,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,379
Change-28,379 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 27,934
Change-27,934 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 27,880
Change-27,880 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,790
Change-27,790 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 26,509
Change-26,509 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 25,222
Change-25,222 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 25,084
Change-25,084 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 24,895
Change-24,895 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 24,692
Change-24,692 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 24,526
Change-24,526 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 23,711
Change-23,711 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 23,460
Change-23,460 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 23,226
Change-23,226 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 23,206
Change-23,206 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 22,988
Change-22,988 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 22,905
Change-22,905 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,311
Change-21,311 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 20,646
Change-20,646 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,478
Change-20,478 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 20,331
Change-20,331 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,360
Change-19,360 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,085
Change-19,085 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 19,039
Change-19,039 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,584
Change-18,584 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 18,370
Change-18,370 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,655
Change-17,655 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 17,323
Change-17,323 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 17,107
Change-17,107 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,911
Change-16,911 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 16,749
Change-16,749 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,655
Change-16,655 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,484
Change-16,484 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 16,027
Change-16,027 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 15,273
Change-15,273 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,439
Change-14,439 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,315
Change-14,315 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 12,936
Change-12,936 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,152
Change-12,152 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,953
Change-11,953 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,887
Change-11,887 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,893
Change-10,893 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 10,759
Change-10,759 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,663
Change-10,663 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 9,884
Change-9,884 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,080
Change-9,080 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,076
Change-9,076 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,810
Change-7,810 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,370
Change-7,370 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
American Trust
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Croban
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 979
Change-979 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 919
Change-919 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 781
Change-781 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 466
Change-466 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Allianz SE
N/A
Shares— from 237
Change-237 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 229
Change-229 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 186
Change-186 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 133
Change-133 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 94
Change-94 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 87
Change-87 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 86
Change-86 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 78
Change-78 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 27
Change-27 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Motco
N/A
Shares— from 17
Change-17 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17
Change-17 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3
Change-3 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
DECREASED4,074,8534,426,816-351,963-8%$874.7M$796.8M-$78.0M2026-10-21
PNC Financial Services Group, Inc.
DECREASED1,426,0841,439,048-12,964-1%$284.4M$278.8M-$5.5M2026-11-06
Stephens Group Asset Management, LLC
INCREASED1,227,7801,223,159+4,621+0%$241.7M$240.1M-$1.6M2026-10-09
LPL Financial LLC
INCREASED1,194,4111,161,630+32,781+3%$229.5M$233.5M+$4.0M2026-11-06
Orgel Wealth Management, LLC
DECREASED929,178961,906-32,728-3%$190.1M$181.7M-$8.4M2026-10-14
Vantagepoint Investment Advisers LLC
INCREASED644,339626,144+18,195+3%$123.7M$126.0M+$2.3M2026-10-26
SYM Financial Corp
INCREASED572,043569,031+3,012+1%$112.4M$111.9M-$588.9K2026-10-26
US Bancorp \de\
INCREASED527,474504,063+23,411+5%$99.6M$103.1M+$3.5M2026-11-05
Creative Planning
INCREASED468,420465,241+3,179+1%$91.9M$91.6M-$341.5K2026-11-02
McAdam, LLC
INCREASED383,472382,832+640+0%$75.6M$75.0M-$667.2K2026-10-21
Commonwealth Equity Services, LLC
DECREASED369,102409,752-40,650-10%$81.0M$72.2M-$8.8M2026-11-02
Rodgers & Associates, LTD
DECREASED367,739373,683-5,944-2%$73.8M$71.9M-$1.9M2026-10-20
Truist Financial Corp
INCREASED345,020339,843+5,177+2%$67.2M$67.5M+$308.8K2026-10-30
Everhart Financial Group, Inc.
INCREASED342,034319,994+22,040+7%$63.2M$66.9M+$3.6M2026-10-08
Krilogy Financial LLC
INCREASED312,692308,154+4,538+1%$60.9M$63.5M+$2.6M2026-10-13
Avior Wealth Management, LLC
DECREASED309,732335,783-26,051-8%$66.3M$60.5M-$5.8M2026-10-13
Berman McAleer LLC
DECREASED302,376304,687-2,311-1%$60.2M$59.1M-$1.1M2026-10-16
Trust Co
INCREASED263,184260,508+2,676+1%$51.5M$51.5M-$16.0K2026-10-09
Inspirion Wealth Advisors, LLC
INCREASED262,972262,126+846+0%$52.0M$51.4M-$547.6K2026-10-09
Kestra Advisory Services, LLC
INCREASED252,078246,711+5,367+2%$48.8M$49.3M+$538.8K2026-11-02
Kwmg, LLC
INCREASED223,983214,735+9,248+4%$42.4M$43.8M+$1.4M2026-10-07
HUB Investment Partners, LLC
DECREASED218,329223,312-4,983-2%$44.1M$42.7M-$1.4M2026-11-03
Marotta Asset Management
INCREASED216,997216,004+993+0%$42.8M$42.4M-$393.4K2026-10-02
Condor Capital Management
INCREASED168,584168,392+192+0%$33.3M$33.0M-$310.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED166,778144,016+22,762+16%$28.5M$32.6K-$28.4M2026-11-02
Diesslin Group, Inc.
INCREASED161,230155,553+5,677+4%$30.7M$31.5M+$788.1K2026-10-14
Presilium Private Wealth, LLC
INCREASED155,874153,517+2,357+2%$30.3M$30.5M+$143.1K2026-10-26
Shah Wealth Advisors, LLC
INCREASED154,860136,988+17,872+13%$27.1M$30.3M+$3.2M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED153,578149,741+3,837+3%$29.6M$30.0M+$441.0K2026-11-05
Avion Wealth
DECREASED151,283155,392-4,109-3%$30.7M$29.6K-$30.7M2026-11-04
Diversified Management Inc
INCREASED145,688144,951+737+1%$28.6M$28.5M-$155.8K2026-10-08
WoodTrust Financial Corp
DECREASED138,858146,282-7,424-5%$28.9M$27.2K-$28.9M2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED135,604142,559-6,955-5%$28.7M$27.3M-$1.4M2026-10-13
Aire Advisors, LLC
INCREASED131,544129,318+2,226+2%$25.6M$25.7M+$167.5K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED128,423132,889-4,466-3%$26.3M$25.1M-$1.1M2026-10-23
Fifth Third Bancorp
DECREASED122,058125,765-3,707-3%$24.9M$23.9M-$985.2K2026-11-05
Grove Street Fiduciary, LLC
DECREASED117,373126,898-9,525-8%$25.1M$22.9M-$2.1M2026-10-13
Arvest Investments, Inc.
INCREASED115,114114,879+235+0%$22.7M$22.5M-$191.7K2026-10-21
Savant Capital, LLC
INCREASED109,78587,703+22,082+25%$17.5M$21.5M+$4.0M2026-11-06
Davenport & Co LLC
DECREASED107,230107,297-670%$21.2M$21.0M-$235.1K2026-10-14
Shakespeare Wealth Management, LLC
DECREASED106,873117,058-10,185-9%$23.1M$20.9M-$2.2M2026-10-28
Praetorian Wealth Management, Inc.
DECREASED105,310105,965-655-1%$20.9M$20.6M-$294.0K2026-10-16
Olio Financial Planning
INCREASED104,553102,577+1,976+2%$20.3M$20.4M+$174.0K2026-10-22
Ledyard National Bank
INCREASED103,213102,554+659+1%$20.3M$20.2M-$83.4K2026-10-21
Sage Financial Group Inc
DECREASED102,743103,488-745-1%$20.4M$20.1M-$359.8K2026-10-27
Chicago Partners Investment Group LLC
INCREASED98,95092,306+6,644+7%$18.7M$20.6M+$1.9M2026-10-27
Legacies Wealth LLC
INCREASED95,87095,248+622+1%$18.8M$18.7M-$75.5K2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED93,56195,789-2,228-2%$18.9M$18.3M-$634.1K2026-11-04
Lutz Financial Services LLC
INCREASED91,48888,896+2,592+3%$17.6M$17.9M+$322.6K2026-11-06
Clayton Financial Group LLC
INCREASED89,83787,231+2,606+3%$17.2M$17.6M+$329.2K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED87,50656,778+30,728+54%$11.2M$17.1M+$5.9M2026-10-16
Compton Wealth Advisory Group, LLC
DECREASED86,76887,530-762-1%$17.4M$17.1M-$233.6K2026-10-13
Stevens Capital Partners
INCREASED84,46279,015+5,447+7%$15.6M$16.5M+$901.7K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED84,32282,931+1,391+2%$16.4M$16.5M+$100.2K2026-11-06
First Horizon Corp
DECREASED81,22783,341-2,114-3%$16.5M$15.9M-$585.9K2026-10-26
Evensky & Katz LLC
DECREASED79,48480,442-958-1%$15.9M$15.5K-$15.9M2026-10-27
Associated Banc-Corp
DECREASED77,78879,677-1,889-2%$15.7M$15.2M-$534.3K2026-10-30
ProVise Management Group, LLC
DECREASED76,83581,506-4,671-6%$16.1M$15.0M-$1.1M2026-11-06
Park Avenue Securities LLC
INCREASED75,89267,620+8,272+12%$13.4M$14.8K-$13.3M2026-10-26
Roberts Financial Services LLC
DECREASED75,50777,001-1,494-2%$15.2M$14.8M-$451.5K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED73,98676,209-2,223-3%$15.1M$14.5M-$592.4K2026-10-27
Inlight Wealth Management, LLC
INCREASED71,66663,710+7,956+12%$12.6M$14.0M+$1.4M2026-10-21
Eagle Strategies LLC
INCREASED71,03470,524+510+1%$13.9M$13.9M-$46.3K2026-10-16
Bokf, NA
DECREASED70,92571,101-1760%$14.0M$13.9M-$181.6K2026-10-27
IFP Advisors, Inc
INCREASED69,30564,604+4,701+7%$12.8M$13.6M+$785.5K2026-10-16
Sepio Capital, LP
INCREASED68,07267,727+345+1%$13.4M$13.3M-$72.7K2026-10-22
RTD Financial Advisors, Inc.
DECREASED67,67269,886-2,214-3%$13.8M$13.2M-$577.6K2026-10-09
Thrive Capital Management, LLC
INCREASED67,01046,680+20,330+44%$9.2M$13.1M+$3.9M2026-10-28
Q3 Asset Management
NEW63,965—+63,965——$13.1K—2026-11-06
Gladwyn Financial Advisors, Inc.
DECREASED60,38561,465-1,080-2%$12.1M$11.8M-$338.4K2026-10-05
Modera Wealth Management, LLC
DECREASED59,31366,493-7,180-11%$13.1M$11.6M-$1.5M2026-10-28
Merit Financial Group, LLC
INCREASED58,97138,193+20,778+54%$7.5M$11.5M+$4.0M2026-11-06
Scott Capital Advisors, LLC
INCREASED56,63855,960+678+1%$11.1M$11.3M+$217.3K2026-10-13
Old National Bancorp
INCREASED54,91653,215+1,701+3%$10.5M$10.7M+$222.4K2026-10-20
Lmcg Investments, LLC
DECREASED54,63664,672-10,036-16%$12.8M$10.7M-$2.1M2026-10-21
Midwest Trust Co
DECREASED53,83954,613-774-1%$10.8M$10.5M-$264.4K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED53,10553,747-642-1%$10.6M$10.4M-$236.7K2026-11-03
Harbor Investment Advisory, LLC
INCREASED53,07351,274+1,799+4%$10.1M$10.4M+$245.5K2026-10-13
Alpha Omega Wealth Management LLC
INCREASED51,08250,254+828+2%$9.9M$10.0M+$57.9K2026-10-23
Copper Harbor Investment Advisors, LLC
INCREASED50,16948,876+1,293+3%$9.7M$9.8M+$151.7K2026-10-16
ETF Portfolio Partners, Inc.
DECREASED48,74749,050-303-1%$9.7M$9.5M-$160.7K2026-10-22
D.A. Davidson & Co.
DECREASED47,39348,564-1,171-2%$9.6M$9.3M-$329.6K2026-10-28
Avantax Planning Partners, Inc.
DECREASED47,18850,008-2,820-6%$9.9M$9.2M-$654.9K2026-11-03
Brickley Wealth Management
INCREASED46,34346,323+20+0%$9.2M$9.1M-$92.0K2026-11-04
Sharper & Granite LLC
INCREASED46,25343,677+2,576+6%$8.6M$8.5M-$107.1K2026-11-02
Allworth Financial LP
INCREASED45,64829,870+15,778+53%$5.9M$9.0M+$3.1M2026-11-06
Provident Wealth Management, LLC
DECREASED45,44764,367-18,920-29%$12.7M$8.9M-$3.8M2026-10-20
Prosperity Planning, Inc.
DECREASED45,19946,036-837-2%$9.1M$8.8M-$258.9K2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED44,87345,164-291-1%$8.9M$8.8M-$150.3K2026-10-30
Greenup Street Wealth Management LLC
INCREASED44,37734,538+9,839+28%$6.8M$8.7M+$1.9M2026-10-28
Bank of New York Mellon Corp
INCREASED44,09626,941+17,155+64%$5.3M$8.6M+$3.3M2026-11-05
Capital Advantage, Inc.
DECREASED43,90244,159-257-1%$8.7M$8.6M-$141.7K2026-10-14
Apella Capital, LLC
DECREASED43,81563,153-19,338-31%$12.7M$8.7M-$4.0M2026-10-08
Fifth Third Securities, Inc.
INCREASED42,93738,465+4,472+12%$7.6M$8.4M+$794.9K2026-10-21
Weinberger Asset Management, Inc
INCREASED42,75942,127+632+2%$8.6M$8.4M-$264.5K2026-10-28
Pittenger & Anderson Inc
UNCHANGED42,19942,19900%$8.3M$8.3M-$87.4K2026-11-02
Brindle & Bay Financial Advisors, LLC
INCREASED42,05721,439+20,618+96%$4.2M$8.2M+$4.0M2026-10-15
Accel Wealth Management
INCREASED41,84939,451+2,398+6%$7.8M$8.2M+$387.1K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED39,99945,295-5,296-12%$9.0M$7.8M-$1.1M2026-10-05
HB Wealth Management, LLC
INCREASED39,62239,166+456+1%$7.7M$7.7M+$8.0K2026-10-23
Hegarty Advisors, LLC
INCREASED38,56430,727+7,837+26%$6.1M$7.5M+$1.5M2026-10-20
Councilor Wealth, LLC
DECREASED38,38638,697-311-1%$7.6M$7.5M-$140.8K2026-10-09
Hilltop National Bank
DECREASED38,13338,892-759-2%$7.7M$7.5M-$228.9K2026-10-14
Cranbrook Wealth Management, LLC
DECREASED37,90638,231-325-1%$7.6M$7.4M-$142.7K2026-10-28
Maltin Wealth Management, Inc.
INCREASED37,57833,656+3,922+12%$6.7M$7.3M+$697.3K2026-10-13
Thrivent Financial for Lutherans
INCREASED37,06232,305+4,757+15%$6.4M$7.3K-$6.4M2026-11-05
Falcon Wealth Planning
DECREASED36,76137,142-381-1%$7.3M$7.2M-$151.5K2026-11-06
Forza Wealth Management, LLC
INCREASED36,50733,172+3,335+10%$6.6M$7.1M+$583.4K2026-10-20
Brookstone Capital Management
INCREASED35,98526,055+9,930+38%$5.1M$7.0M+$1.9M2026-10-22
Vise Technologies, Inc.
INCREASED35,90227,540+8,362+30%$5.4M$7.0M+$1.6M2026-10-29
Eclectic Associates Inc
DECREASED35,52236,497-975-3%$7.2M$6.9M-$266.1K2026-10-09
Tenret Co LLC
NEW35,073—+35,073——$6.9M—2026-11-02
J.W. Cole Advisors, Inc.
INCREASED34,88532,336+2,549+8%$6.4M$6.8M+$431.3K2026-11-05
Zeit Capital LLC
DECREASED34,76335,128-365-1%$6.9M$6.8M-$144.1K2026-10-19
IVC Wealth Advisors LLC
INCREASED34,40134,251+150+0%$6.8M$6.7M-$41.5K2026-10-23
Perigon Wealth Management, LLC
INCREASED34,37033,667+703+2%$6.7M$6.7M+$67.9K2026-10-22
Spire Wealth Management
INCREASED34,36534,341+24+0%$6.8M$6.7M-$66.3K2026-10-30
Echo45 Advisors LLC
INCREASED34,26534,168+97+0%$6.8M$6.7M-$51.7K2026-10-07
Atria Investments, Inc
INCREASED34,14433,853+291+1%$6.7M$6.7M-$13.1K2026-10-15
Advisory Resource Group
INCREASED33,04732,922+125+0%$6.5M$6.5M-$43.7K2026-10-26
First United Bank & Trust
INCREASED32,47932,354+125+0%$6.4M$6.4M-$42.5K2026-10-22
Genesis Private Wealth, LLC
INCREASED32,40432,328+76+0%$6.4M$6.3M-$52.2K2026-11-02
Black Diamond Financial, LLC
INCREASED31,59031,413+177+1%$6.2M$6.2M-$30.3K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED31,10829,911+1,197+4%$5.9M$6.1M+$172.1K2026-11-05
Midwest Financial Group LLC
INCREASED30,70030,111+589+2%$5.9M$6.0M+$52.9K2026-10-15
Taylor & Morgan Wealth Management, LLC
DECREASED29,75230,349-597-2%$6.0M$5.8M-$179.5K2026-10-09
Robertson Stephens Wealth Management, LLC
DECREASED29,67429,709-350%$5.9M$5.8M-$68.4K2026-10-16
UMB Bank, n.a.
DECREASED29,61730,081-464-2%$5.9M$5.8M-$153.0K2026-11-06
Glenview Trust Co
INCREASED29,52229,520+2+0%$5.8M$5.8M-$60.7K2026-10-28
Collective Family Office LLC
INCREASED29,04428,672+372+1%$5.7M$5.7M+$13.3K2026-10-05
Bangor Savings Bank
DECREASED28,92529,722-797-3%$5.9M$5.7M-$217.4K2026-10-06
Whitegate Investment Counselors, Inc.
INCREASED28,91128,600+311+1%$5.7M$5.7M+$1.5K2026-11-02
Brighton Jones LLC
INCREASED28,60927,941+668+2%$5.5M$5.6M+$72.8K2026-11-03
rebel Financial LLC
INCREASED27,27915,793+11,486+73%$3.1M$5.3M+$2.2M2026-11-04
Cathy Pareto & Associates, Inc
INCREASED27,12324,518+2,605+11%$4.8M$5.3M+$458.8K2026-10-15
Mustard Seed Financial, LLC
INCREASED26,37125,798+573+2%$5.1M$5.2M+$58.6K2026-10-30
CX Institutional
INCREASED26,23624,848+1,388+6%$4.9K$5.1K+$2202026-10-02
LifeGoal Investments, LLC
NEW25,979—+25,979——$5.1M—2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED25,62833,832-8,204-24%$6.7M$5.0M-$1.7M2026-10-07
SilverOak Wealth Management LLC
INCREASED25,35425,330+24+0%$5.0M$5.0M-$47.7K2026-10-29
TD Waterhouse Canada Inc.
INCREASED25,33724,877+460+2%$4.9M$5.0M+$67.8K2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED25,30159,325-34,024-57%$11.7M$4.9K-$11.7M2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED25,04423,963+1,081+5%$4.7M$4.9M+$161.8K2026-10-29
Farther Finance Advisors, LLC
DECREASED24,92233,788-8,866-26%$6.7M$4.9M-$1.8M2026-10-08
Choreo, LLC
DECREASED24,65625,217-561-2%$5.0M$4.8M-$161.9K2026-10-28
Lpwm LLC
INCREASED24,22724,226+10%$4.8M$4.7M-$50.0K2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED23,83723,83700%$4.7M$4.7M-$49.3K2026-11-06
Culbertson A N & Co Inc
INCREASED23,60522,379+1,226+5%$4.4M$4.6M+$193.4K2026-10-21
Integrity Alliance, Llc.
INCREASED23,09020,638+2,452+12%$4.1M$4.5M+$436.7K2026-10-29
Central Trust Co
DECREASED22,87523,066-191-1%$4.6M$4.5M-$85.1K2026-11-05
Sound Income Strategies, LLC
INCREASED22,78819,127+3,661+19%$3.8M$4.6M+$810.7K2026-10-09
Kohmann Bosshard Financial Services, LLC
DECREASED22,69822,818-120-1%$4.5M$4.4M-$70.7K2026-11-04
Wealthcare Advisory Partners LLC
DECREASED22,51524,128-1,613-7%$4.8M$4.4M-$365.3K2026-10-21
Fee-Only Financial Planning, L.C.
DECREASED22,34222,542-200-1%$4.5M$4.4M-$85.8K2026-10-23
Allstreet Capital Advisors LLC
DECREASED22,29022,426-136-1%$4.4M$4.4M-$73.0K2026-11-04
Visionary Wealth Advisors
INCREASED22,14221,710+432+2%$4.3M$4.3M+$39.6K2026-11-04
Alpine Bank Wealth Management
DECREASED21,94729,233-7,286-25%$5.8M$4.3M-$1.5M2026-10-16
Jnba Financial Advisors
DECREASED21,87222,428-556-2%$4.4M$4.3M-$155.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED21,64020,094+1,546+8%$4.0M$4.2M+$260.5K2026-10-13
Sterling Financial Planning, Inc.
DECREASED21,53321,586-530%$4.3M$4.2M-$55.0K2026-10-28
Gilman Hill Asset Management, LLC
DECREASED21,22321,249-260%$4.2M$4.1M-$49.0K2026-10-13
MSH Capital Advisors LLC
DECREASED21,21221,628-416-2%$4.3M$4.1M-$126.1K2026-11-03
Highland Capital Management, LLC
DECREASED21,03421,160-126-1%$4.2M$4.1M-$68.5K2026-10-26
Univest Financial Corp
INCREASED20,77218,019+2,753+15%$3.6M$4.1M+$500.9K2026-11-05
Independent Financial Group, LLC
INCREASED20,62514,448+6,177+43%$2.9M$4.0M+$1.2M2026-10-13
Sylvest Advisors, LLC
INCREASED20,4711,844+18,627+1010%$364.4K$4.0M+$3.6M2026-10-26
TFB Advisors LLC
INCREASED20,32920,067+262+1%$4.0M$4.0M+$9.7K2026-11-02
Stage Harbor Financial, LLC
DECREASED20,20920,323-114-1%$4.0M$4.0M-$64.4K2026-11-03
Ifrah Financial Services, Inc.
DECREASED20,19720,563-366-2%$4.1M$3.9M-$114.1K2026-10-13
Ascent Group, LLC
DECREASED20,15221,151-999-5%$4.2M$3.9M-$239.3K2026-10-30
White Lighthouse Investment Management Inc.
INCREASED19,52619,039+487+3%$3.8M$3.8M+$55.6K2026-10-21
Cooke Wealth Management, LLC
DECREASED19,13219,242-110-1%$3.8M$3.7M-$61.3K2026-10-13
Founders Grove Wealth Partners, LLC
DECREASED18,83618,914-780%$3.7M$3.7M-$54.4K2026-10-16
Sigma Planning Corp
DECREASED18,81124,219-5,408-22%$4.8M$3.7M-$1.1M2026-10-23
Valley National Advisers Inc
INCREASED18,77218,716+56+0%$3.7M$3.7M-$27.8K2026-10-23
Baring Financial LLC
INCREASED18,76618,513+253+1%$3.7M$3.7M+$11.0K2026-10-07
Blueline Advisors LLC
DECREASED18,55918,788-229-1%$3.7M$3.6M-$83.7K2026-10-15
Werba Rubin Papier Wealth Management
INCREASED18,05817,897+161+1%$3.5M$3.5M-$5.6K2026-11-06
NovaPoint Capital, LLC
INCREASED17,98016,936+1,044+6%$3.3M$3.5M+$169.1K2026-10-22
Founders Financial Securities LLC
INCREASED17,73816,988+750+4%$3.4M$3.5M+$111.4K2026-10-28
American Financial & TAX Strategies Inc
DECREASED17,66017,665-50%$3.5M$3.5M-$37.5K2026-10-16
Verus Capital Partners, LLC
INCREASED17,61216,372+1,240+8%$3.2M$3.4M+$208.5K2026-11-03
Tritonpoint Wealth, LLC
DECREASED17,55517,605-500%$3.5M$3.4M-$46.2K2026-10-19
Monetary Solutions, Ltd
DECREASED17,53517,582-470%$3.5M$3.4M-$45.6K2026-10-22
Strategic Wealth Advisors LLC
DECREASED17,51417,797-283-2%$3.2K$3.4M+$3.4M2026-11-06
Prism Advisors, Inc.
DECREASED17,47218,826-1,354-7%$3.7M$3.5M-$200.6K2026-10-09
RM Financial Services, LLC
INCREASED17,42017,282+138+1%$3.4M$3.4M-$8.8K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED17,06518,241-1,176-6%$3.6M$3.3M-$267.8K2026-11-04
Wealth Preservation Advisors, LLC
INCREASED16,89416,430+464+3%$3.2M$3.3M+$56.7K2026-11-05
Lionshead Wealth Management, LLC
INCREASED16,88916,379+510+3%$3.2M$3.3M+$65.8K2026-10-21
Northern Lights Advisors, Inc.
INCREASED16,47015,718+752+5%$3.1M$3.2M+$114.5K2026-10-21
Wedmont Private Capital
DECREASED16,43216,537-105-1%$3.3M$3.3M-$20.0K2026-10-09
Washington Trust Advisors, Inc.
INCREASED16,05915,936+123+1%$3.1M$3.1M-$8.9K2026-10-22
Regions Financial Corp
INCREASED15,92913,830+2,099+15%$2.7M$3.1M+$381.8K2026-11-05
Level Four Advisory Services, LLC
INCREASED15,62014,492+1,128+8%$2.9M$3.1M+$190.5K2026-11-06
Sagace Wealth Management LLC
DECREASED14,83214,984-152-1%$3.0M$2.9M-$60.7K2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED14,71214,152+560+4%$2.8M$2.9M+$80.2K2026-10-23
Citigroup Inc
DECREASED14,67015,123-453-3%$3.0M$2.9M-$119.8K2026-11-04
Focus Financial Network, Inc.
DECREASED13,84515,837-1,992-13%$3.1M$2.7M-$422.3K2026-10-14
General American Investors Co Inc
UNCHANGED13,70013,70000%$2.7M$2.7M-$28.4K2026-11-02
TritonPoint Partners, LLC
DECREASED13,62117,605-3,984-23%$3.5M$2.7M-$815.4K2026-11-05
AMG National Trust Bank
INCREASED13,51713,351+166+1%$2.6M$2.6M+$4.8K2026-11-05
Park National Corp
DECREASED13,30616,967-3,661-22%$3.4M$2.6M-$750.9K2026-10-05
Grove Bank & Trust
INCREASED13,26313,216+47+0%$2.6M$2.6M-$18.2K2026-10-08
180 Wealth Advisors, LLC
DECREASED13,20413,392-188-1%$2.6M$2.6M-$64.4K2026-11-03
Valley Wealth Managers, Inc.
DECREASED13,18313,473-290-2%$2.7M$2.6M-$84.6K2026-10-09
Lodestar Private Asset Management LLC
INCREASED13,1462,605+10,541+405%$514.7K$2.6M+$2.1M2026-10-26
Cooksen Wealth, LLC
DECREASED13,07013,289-219-2%$2.6M$2.6M+$17.3K2026-10-13
RMR Capital Management, LLC
INCREASED12,98112,967+14+0%$2.6M$2.5M-$24.2K2026-10-23
Linscomb Wealth, Inc.
INCREASED12,77711,293+1,484+13%$2.2M$2.5M+$266.8K2026-11-05
Michels Family Financial, LLC
INCREASED12,55612,484+72+1%$2.5M$2.5M-$11.8K2026-11-02
Joel Isaacson & Co., LLC
INCREASED12,38012,171+209+2%$2.4M$2.4M+$15.8K2026-11-05
Fortitude Family Office, LLC
UNCHANGED12,30012,30000%$2.4M$2.4M-$25.5K2026-10-14
Leading Edge Financial Planning LLC
NEW12,266—+12,266——$2.4M—2026-10-23
Waystone Advisors LLC
DECREASED12,16112,186-250%$2.4M$2.4M-$4.9K2026-10-16
Prospera Financial Services Inc
INCREASED12,08111,827+254+2%$2.3M$2.6M+$212.4K2026-11-04
Paragon Capital Management Ltd
INCREASED12,07211,964+108+1%$2.4M$2.4M-$3.8K2026-10-09
Ocean Park Asset Management, LLC
NEW12,071—+12,071——$2.4M—2026-10-21
Granite FO LLC
UNCHANGED11,98511,98500%$2.4M$2.3M-$24.8K2026-10-14
Pathway Financial Advisors LLC
UNCHANGED11,86411,86400%$2.4M$2.3M-$54.9K2026-10-07
Marin Bay Wealth Advisors, LLC
DECREASED11,69011,827-137-1%$2.3M$2.3M-$51.1K2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED11,68411,68400%$2.3M$2.3M-$24.2K2026-11-02
Silver Lake Advisory, LLC
DECREASED11,64011,963-323-3%$2.4M$2.3M-$88.0K2026-10-22
Veratis Advisors, Inc.
INCREASED11,29911,227+72+1%$2.2M$2.2M-$9.1K2026-11-03
Meridian Wealth Management, LLC
DECREASED11,24912,515-1,266-10%$2.5M$2.2M-$272.8K2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED11,20111,061+140+1%$2.2M$2.2M+$4.5K2026-10-15
Financial Guidance Group, Inc.
DECREASED10,94011,165-225-2%$2.2M$2.1M-$67.1K2026-10-21
Envision Financial LLC
DECREASED10,78914,659-3,870-26%$2.9M$2.1M-$787.1K2026-10-15
Buttonwood Financial Advisors Inc.
INCREASED10,72810,379+349+3%$2.1M$2.1M+$46.8K2026-10-13
RFG Advisory, LLC
INCREASED10,7213,695+7,026+190%$730.1K$2.1M+$1.4M2026-11-03
Index Fund Advisors, Inc.
DECREASED10,71111,340-629-6%$2.2M$2.1M-$146.6K2026-11-05
Ironwood Financial, llc
INCREASED10,7059,451+1,254+13%$1.9M$2.1M+$181.3K2026-10-20
Grimes & Co Wealth Management, LLC
DECREASED10,65811,596-938-8%$2.3M$2.1M-$207.4K2026-10-29
Graetz Wealth LLC
INCREASED10,6197,777+2,842+37%$1.5M$2.1M+$539.4K2026-10-27
Nikulski Financial, Inc.
INCREASED10,5339,781+752+8%$1.9M$2.1M+$126.8K2026-11-06
Moneco Advisors, LLC
INCREASED10,25110,190+61+1%$2.0M$2.0M-$9.2K2026-11-05
Staley Capital Advisers Inc
UNCHANGED10,17010,17000%$2.0M$2.0M-$21.1K2026-11-06
Lynx Investment Advisory
INCREASED10,1589,200+958+10%$1.8M$2.0M+$168.3K2026-10-27
Intergy Private Wealth, LLC
INCREASED10,1579,709+448+5%$1.9M$2.0M+$67.5K2026-10-16
Indivisible Partners
INCREASED10,1239,899+224+2%$2.0M$2.0M+$23.3K2026-10-26
BKM Wealth Management, LLC
INCREASED10,0957,148+2,947+41%$1.4M$2.0M+$561.3K2026-10-22
Victory Financial Group, LLC
INCREASED9,7509,734+16+0%$1.9M$1.9M-$16.9K2026-10-27
Well Done, LLC
DECREASED9,6469,729-83-1%$1.9M$1.9M-$36.4K2026-10-20
Friday Financial
INCREASED9,6306,865+2,765+40%$1.4M$1.9M+$522.2K2026-10-09
Insight Advisors, LLC/ PA
DECREASED9,6219,646-250%$1.9M$1.9M-$24.9K2026-10-22
Ironsides Asset Advisors, LLC
DECREASED9,1879,191-40%$1.8M$1.8M-$19.8K2026-10-20
Center For Asset Management LLC
DECREASED9,15310,344-1,191-12%$2.0M$1.8M-$254.4K2026-10-16
Ritholtz Wealth Management
INCREASED9,1206,169+2,951+48%$1.2M$1.8M+$564.1K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED9,0909,368-278-3%$1.9M$1.8M-$73.7K2026-11-04
Csenge Advisory Group
INCREASED9,0368,441+595+7%$1.7M$1.8M+$98.9K2026-11-04
Parsons Capital Management Inc
INCREASED9,0128,780+232+3%$1.7M$1.8M+$27.2K2026-10-28
Gibraltar Capital Management, Inc.
DECREASED9,0099,019-100%$1.8M$1.8M-$20.6K2026-10-27
D.B. Root & Company, LLC
NEW8,983—+8,983——$1.8M—2026-11-04
Lido Advisors, LLC
INCREASED8,9767,222+1,754+24%$1.4M$1.8M+$327.9K2026-11-04
HBK Sorce Advisory LLC
DECREASED8,9759,674-699-7%$2.0M$1.9M-$131.1K2026-11-06
Wolff Financial Management LLC
INCREASED8,9048,880+24+0%$1.8M$1.7M-$13.8K2026-10-23
SC&H Financial Advisors, Inc.
DECREASED8,8848,940-56-1%$1.8M$1.7M-$29.5K2026-10-14
1834 Investment Advisors Co
INCREASED8,8548,700+154+2%$1.7M$1.7M+$12.1K2026-10-16
Trust Co of Vermont
INCREASED8,8278,717+110+1%$1.7M$1.7M+$3.5K2026-10-21
Clear Creek Financial Management, LLC
DECREASED8,7958,824-290%$1.7M$1.7M-$23.9K2026-10-28
Patriot Investment Management Group, Inc.
UNCHANGED8,7418,74100%$1.7M$1.7M-$18.1K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED8,6288,62800%$1.7M$1.7M-$17.9K2026-10-07
Marino, Stram & Associates LLC
DECREASED8,5708,946-376-4%$1.8M$1.7M-$92.2K2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED8,3047,078+1,226+17%$1.4M$1.6M+$225.2K2026-11-05
Mather Group, Llc.
INCREASED8,2488,010+238+3%$1.6M$1.6M+$30.0K2026-10-14
Ceera Investments, LLC
INCREASED8,2251,320+6,905+523%$260.8K$1.6M+$1.3M2026-11-02
Russell Investments Group, Ltd.
INCREASED8,1367,048+1,088+15%$1.4M$1.6M+$198.1K2026-11-06
Willis Johnson Wealth, Inc.
DECREASED8,0728,636-564-7%$1.7M$1.6M-$128.2K2026-11-03
KPP Advisory Services LLC
DECREASED8,04618,771-10,725-57%$3.7M$1.6M-$2.1M2026-10-26
Signal Advisors Wealth, LLC
INCREASED8,0344,940+3,094+63%$976.2K$1.6M+$594.8K2026-10-13
MidAtlantic Capital Management, Inc.
DECREASED7,9797,997-180%$1.6M$1.6M-$19.9K2026-11-05
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED7,9747,97400%$1.6M$1.6M-$16.5K2026-10-21
Legacy Edge Advisors, LLC
INCREASED7,9477,925+22+0%$1.6M$1.6M-$12.1K2026-11-06
Three Arch Wealth Management LLC
DECREASED7,9308,005-75-1%$1.6M$1.6M-$31.2K2026-10-20
Junk Investment Group, LLC
INCREASED7,9217,420+501+7%$1.5M$1.5M+$82.7K2026-10-19
Equity Wealth Partners, LLC
DECREASED7,7178,258-541-7%$1.6M$1.5M-$123.0K2026-10-26
Columbia Advisory Partners LLC
DECREASED7,6648,233-569-7%$1.6M$1.5M-$128.2K2026-10-15
Acropolis Investment Management, LLC
DECREASED7,6387,862-224-3%$1.6M$1.5M-$60.1K2026-10-08
Sowell Financial Services LLC
DECREASED7,6287,855-227-3%$1.6M$1.5M-$60.6K2026-10-23
Evergreen Wealth Management, LLC
DECREASED7,6077,627-200%$1.5M$1.5M-$19.7K2026-11-06
AdvisorNet Financial, Inc
DECREASED7,5587,905-347-4%$1.6M$1.5M-$24.9K2026-10-15
Warner Financial, Inc
INCREASED7,4567,427+29+0%$1.5M$1.5M-$9.7K2026-11-06
GHP Investment Advisors, Inc.
DECREASED7,3087,480-172-2%$1.5M$1.4M-$49.1K2026-10-15
Squire Investment Management Company, LLC
DECREASED7,2897,668-379-5%$1.5M$1.4M-$90.0K2026-11-03
Oakworth Capital, Inc.
UNCHANGED7,2247,22400%$1.4M$1.4M-$18.9K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED7,1937,191+2+0%$1.4K$1.4K-$142026-10-27
Revolve Wealth Partners, LLC
DECREASED7,1857,635-450-6%$1.5M$1.4M-$103.8K2026-10-23
Noble Family Wealth, LLC
INCREASED7,0666,995+71+1%$1.4M$1.4M-$5972026-10-26
XY Planning Network, Inc.
INCREASED6,9625,159+1,803+35%$1.0M$1.4M+$341.8K2026-10-14
Chemistry Wealth Management LLC
UNCHANGED6,9396,93900%$1.4M$1.4M-$14.4K2026-10-16
Parallel Advisors, LLC
DECREASED6,9257,069-144-2%$1.4M$1.4M-$43.0K2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED6,7966,79600%$1.3M$1.3M-$14.1K2026-10-05
American Institute for Advanced Investment Management, LLP
UNCHANGED6,7956,79500%$1.3M$1.3M-$14.1K2026-11-03
CJM Wealth Advisers, Ltd.
DECREASED6,7947,110-316-4%$1.4M$1.3M-$76.4K2026-10-27
Oppenheimer & Co Inc
DECREASED6,7457,142-397-6%$1.4M$1.3M-$92.4K2026-10-26
City Holding Co
DECREASED6,7347,056-322-5%$1.4M$1.3M-$77.6K2026-10-19
Uptick Partners, LLC
INCREASED6,7296,669+60+1%$1.3M$1.3M-$2.3K2026-11-04
JFS Wealth Advisors, LLC
INCREASED6,6266,625+1+0%$1.3M$1.3M-$13.4K2026-11-03
Magnus Financial Group LLC
INCREASED6,5866,550+36+1%$1.3M$1.3M-$6.6K2026-10-21
Summit Financial Strategies, Inc.
DECREASED6,4036,774-371-5%$1.3M$1.3M-$86.6K2026-10-14
Mainstream Capital Management LLC
DECREASED6,3349,032-2,698-30%$1.8M$1.2M-$546.2K2026-10-23
Asset One Wealth Management LLC
INCREASED6,3165,891+425+7%$1.2M$1.2M+$50.2K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED6,3116,334-230%$1.3M$1.2M-$17.5K2026-10-26
Guidance Point Advisors, LLC
UNCHANGED6,2766,27600%$1.2M$1.2M-$13.0K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED6,2055,841+364+6%$1.2M$1.2M+$59.0K2026-10-21
Creative Financial Designs Inc
DECREASED6,1686,627-459-7%$1.3M$1.2M-$103.5K2026-11-04
Rockingstone Advisors LLC
DECREASED6,0306,060-300%$1.2M$1.2M-$18.4K2026-10-16
Narus Financial Partners, LLC
DECREASED5,9986,324-326-5%$1.2M$1.2M-$76.8K2026-10-19
Opinicus Capital, Inc.
DECREASED5,9826,000-180%$1.2M$1.2M-$16.0K2026-10-28
DeLarme Wealth Management, Inc.
DECREASED5,9236,683-760-11%$1.3M$1.2M-$162.4K2026-10-30
St. Louis Trust Co
UNCHANGED5,8355,83500%$7.2M$1.1M-$6.0M2026-11-03
Citizens Financial Group Inc
INCREASED5,7415,511+230+4%$1.1M$1.1M+$33.7K2026-10-23
FC Advisory LLC
INCREASED5,7385,380+358+7%$1.1M$1.1M+$58.8K2026-10-05
Bishop & Co Investment Management, LLC
UNCHANGED5,7215,72100%$1.1M$1.1M-$11.8K2026-11-05
BLB&B Advisors, LLC
INCREASED5,6894,578+1,111+24%$904.5K$1.1M+$207.7K2026-10-27
Phillips Financial Management, LLC
UNCHANGED5,6685,66800%$1.1M$1.1M-$11.7K2026-10-19
Arwa LLC
DECREASED5,6336,224-591-9%$1.3M$1.1M-$117.1K2026-10-21
Astra Wealth Partners LLC
INCREASED5,5675,552+15+0%$1.1M$1.1M-$8.6K2026-11-06
Financial Symmetry Inc
INCREASED5,5245,496+28+1%$1.1M$1.1M-$5.8K2026-10-06
Ddfg, Inc
DECREASED5,4905,615-125-2%$1.1M$1.1M-$36.1K2026-10-15
Members Wealth LLC
DECREASED5,4515,630-179-3%$1.1M$1.1M-$27.4K2026-10-20
Synergy Asset Management, LLC
INCREASED5,4275,291+136+3%$1.0M$1.1M+$15.6K2026-11-05
Willner & Heller, LLC
DECREASED5,3025,491-189-3%$1.1M$1.0M-$48.4K2026-10-28
Retirement Financial Solutions, LLC
INCREASED5,2935,269+24+0%$1.0M$1.0M-$6.3K2026-10-20
Lanark Financial, Inc.
INCREASED5,2874,966+321+6%$981.4K$1.0M+$52.3K2026-10-26
LAM Group, Inc.
UNCHANGED5,2755,27500%$1.0M$1.0M-$10.9K2026-10-26
Fund Evaluation Group, LLC
NEW5,242—+5,242——$1.0M—2026-11-05
Ibex Wealth Advisors
DECREASED5,1695,586-417-7%$1.1M$1.0M-$93.1K2026-11-06
Farmers & Merchants Investments Inc
DECREASED5,1695,180-110%$1.0M$1.0M-$12.9K2026-10-22
Carolina Wealth Management Inc
INCREASED5,1375,136+1+0%$1.0M$1.0M-$10.5K2026-10-29
TD Private Client Wealth LLC
DECREASED5,1315,279-148-3%$1.0M$1.0M-$39.9K2026-10-28
Stirlingshire Investments, Inc.
INCREASED5,1174,767+350+7%$942.0K$1.0M+$58.5K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED5,0795,118-39-1%$1.0M$993.0K-$18.3K2026-10-20
Clearstead Advisors, LLC
INCREASED4,9624,766+196+4%$941.7K$970.2K+$28.5K2026-11-06
HF Advisory Group, LLC
INCREASED4,8654,673+192+4%$923.3K$951.1K+$27.8K2026-10-09
Pinnacle Bancorp, Inc.
DECREASED4,8354,940-105-2%$976.2K$945.3K-$30.9K2026-10-21
MGO One Seven LLC
DECREASED4,7425,069-327-6%$1.0M$927.1K-$74.5K2026-10-28
Wiregrass Investment Management LLC
UNCHANGED4,7354,73500%$935.6K$925.8K-$9.8K2026-11-05
Chapin Davis, Inc.
INCREASED4,7094,708+1+0%$930.3K$920.8K-$9.5K2026-10-09
Prairie Advisory, LLC
INCREASED4,7042,352+2,352+100%$464.8K$919.8K+$455.0K2026-10-19
William Mack & Associates, Inc.
DECREASED4,6844,755-71-1%$939.6K$915.9K-$23.7K2026-10-27
McClarren Financial Advisors, Inc.
DECREASED4,6154,718-103-2%$932.3K$902.4K-$29.9K2026-10-15
StoneX Group Inc.
INCREASED4,5852,427+2,158+89%$481.3K$908.9K+$427.6K2026-11-03
Schwallier Wealth Management LLC
DECREASED4,5774,665-88-2%$921.8K$894.9K-$26.9K2026-11-05
Berkeley, Inc
UNCHANGED4,5474,54700%$898.5K$889.1K-$9.4K2026-10-20
Connecticut Wealth Management, LLC
INCREASED4,4814,432+49+1%$875.8K$876.2K+$4072026-10-13
Glass Jacobson Investment Advisors llc
DECREASED4,4764,703-227-5%$929.4K$875.2K-$54.2K2026-10-26
Pacific Excel Wealth Advisors, Inc.
NEW4,443—+4,443——$868.7K—2026-10-27
North Star Investment Management Corp.
DECREASED4,4394,896-457-9%$967.5K$867.9K-$99.6K2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED4,3894,898-509-10%$967.9K$858.2K-$109.6K2026-10-13
Root Financial Partners, LLC
DECREASED4,3445,131-787-15%$1.0M$849.3K-$164.5K2026-10-21
Calamos Wealth Management LLC
UNCHANGED4,3014,30100%$849.9K$841.0K-$8.9K2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED4,2254,215+10+0%$832.9K$826.2K-$6.7K2026-10-26
Fairscale Capital, LLC
UNCHANGED4,2244,22400%$834.7K$891.7K+$57.1K2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED4,2204,063+157+4%$802.9K$825.8K+$22.8K2026-11-05
Net Worth Advisory Group
INCREASED4,2024,094+108+3%$808.9K$829.1K+$20.2K2026-10-20
Pension & Wealth Management Advisors, Inc.
DECREASED4,1554,168-130%$823.7K$812.7K-$11.1K2026-10-16
Capital Squared Financial LLC
INCREASED4,1203,596+524+15%$710.6K$805.6K+$95.0K2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED4,1103,533+577+16%$698.1K$803.6K+$105.5K2026-10-29
LightSquare Wealth Management, LLC
DECREASED4,0924,354-262-6%$860.3K$800.2K-$60.1K2026-11-03
United Advisor Group, LLC
DECREASED4,0844,187-103-2%$827.4K$798.5K-$28.9K2026-11-03
Atlas Brown,Inc.
DECREASED4,0504,155-105-3%$821.0K$792.0K-$29.0K2026-10-09
Meridian Financial Advisors, LLC
DECREASED4,0454,130-85-2%$816.1K$790.9K-$25.2K2026-10-14
Next Level Private LLC
INCREASED4,0454,024+21+1%$795.1K$790.9K-$4.2K2026-10-20
Pinnacle Associates LTD
DECREASED4,0434,050-70%$800.3K$790.6K-$9.8K2026-10-20
Richard P Slaughter Associates Inc
DECREASED4,0294,492-463-10%$887.6K$787.8K-$99.8K2026-10-13
Autumn Glory Partners, LLC
UNCHANGED4,0014,00100%$790.6K$782.3K-$8.3K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED3,9563,575+381+11%$706.3K$773.5K+$67.1K2026-10-13
Creekside Partners
DECREASED3,8574,032-175-4%$796.8K$754.2K-$42.6K2026-11-04
Busey Bank
DECREASED3,8143,862-48-1%$763.1K$745.8K-$17.4K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,7853,975-190-5%$785.5K$740.2K-$45.3K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED3,6933,69300%$729.7K$729.7K$02026-10-06
Texas Bank & Trust Co
UNCHANGED3,6813,68100%$727.4K$719.7K-$7.6K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED3,6743,514+160+5%$694.4K$718.4K+$24.0K2026-10-27
Sherman Wealth Management LLC
INCREASED3,6703,658+12+0%$722.7K$717.5K-$5.2K2026-10-16
Silverlake Wealth Management LLC
INCREASED3,6533,643+10+0%$719.8K$714.2K-$5.6K2026-10-21
Independent Wealth Advisors LLC
INCREASED3,6193,612+7+0%$713.7K$707.6K-$6.1K2026-10-27
Collaborative Capital Advisors LLC
INCREASED3,5863,494+92+3%$690.4K$701.2K+$10.8K2026-11-06
Investmark Advisory Group LLC
UNCHANGED3,4983,49800%$691.2K$684.0K-$7.2K2026-10-27
Svrn Asset Management, LLC
UNCHANGED3,4603,46000%$683.7K$676.5K-$7.2K2026-11-02
Key FInancial Inc
UNCHANGED3,4493,44900%$681.5K$674.4K-$7.1K2026-11-02
S.A. Mason LLC
UNCHANGED3,4443,44400%$680.5K$673.4K-$7.1K2026-10-13
Lauterbach Financial Advisors, LLC
UNCHANGED3,4393,43900%$679.5K$672.4K-$7.0K2026-10-21
Integral Investment Advisors, Inc.
DECREASED3,4353,445-100%$680.8K$671.7K-$9.1K2026-11-03
ERn Financial, LLC
UNCHANGED3,4143,41400%$674.6K$667.5K-$7.1K2026-10-28
Nations Financial Group Inc,
DECREASED3,4113,647-236-6%$720.8K$667.0K-$53.8K2026-11-05
Legacy Capital Wealth Partners, LLC
UNCHANGED3,4113,41100%$674.1K$667.0K-$7.1K2026-10-21
Traveka Wealth, LLC
INCREASED3,3803,379+1+0%$667.8K$660.8K-$7.0K2026-10-19
Integrated Capital Management, LLC
DECREASED3,3663,470-104-3%$685.8K$658.2K-$27.5K2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED3,3585,964-2,606-44%$1.2M$656.6K-$521.9K2026-10-16
Koshinski Asset Management, Inc.
DECREASED3,3543,393-39-1%$670.5K$655.8K-$14.7K2026-10-29
Unique Wealth, LLC
UNCHANGED3,3543,35400%$662.8K$655.8K-$6.9K2026-10-16
Summit Wealth Group LLC / Co
DECREASED3,3493,571-222-6%$705.6K$654.8K-$50.7K2026-10-29
Manchester Capital Management LLC
DECREASED3,3433,610-267-7%$713.3K$653.7K-$59.7K2026-10-22
Mission Wealth Management, LP
DECREASED3,3413,405-64-2%$672.8K$653.2K-$19.6K2026-10-15
One Day In July LLC
DECREASED3,3143,338-24-1%$659.7K$648.1K-$11.6K2026-10-30
PFG Advisors
INCREASED3,3133,153+160+5%$623.0K$647.7K+$24.7K2026-10-16
Revisor Wealth Management LLC
INCREASED3,2982,988+310+10%$590.5K$674.6K+$84.1K2026-10-20
Horizon Financial Services, LLC
INCREASED3,2912,994+297+10%$591.6K$643.5K+$51.9K2026-11-04
Evergreen Capital Management LLC
DECREASED3,2833,356-73-2%$663.1K$641.9K-$21.2K2026-10-23
Private Client Services, LLC
INCREASED3,2753,271+4+0%$646.3K$640.4K-$5.9K2026-10-02
Compound Planning, Inc.
DECREASED3,2693,335-66-2%$659.0K$639.2K-$19.8K2026-11-05
Valley Forge Investment Consultants Inc ADV
UNCHANGED3,2543,25400%$643.0K$636.3K-$6.7K2026-11-03
First Citizens Bank & Trust Co
INCREASED3,2412,377+864+36%$469.7K$633.7K+$164.0K2026-10-14
Quantum Financial Partners LLC
INCREASED3,2403,101+139+4%$612.7K$633.5K+$20.8K2026-10-19
Archer Investment Corp
DECREASED3,2403,339-99-3%$659.7K$633.5K-$26.3K2026-11-05
Fiduciary Financial Group, LLC
DECREASED3,2243,272-48-1%$646.6K$630.4K-$16.2K2026-10-13
Principle Wealth Partners LLC
UNCHANGED3,2123,21200%$634.7K$628.0K-$6.6K2026-11-02
Daymark Wealth Partners, LLC
INCREASED3,1963,159+37+1%$624.2K$624.8K+$6322026-11-04
Directional Asset Management
DECREASED3,1893,337-148-4%$659.4K$623.6K-$35.8K2026-10-22
Clark Asset Management, LLC
DECREASED3,1873,197-100%$631.8K$623.2K-$8.6K2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED3,1803,157+23+1%$623.8K$621.8K-$2.0K2026-10-19
Amplius Wealth Advisors, LLC
DECREASED3,1453,153-80%$623.0K$614.9K-$8.0K2026-10-20
Collaborative Wealth Managment Inc.
DECREASED3,1413,149-80%$622.3K$614.2K-$8.1K2026-11-06
Keybank National Association
DECREASED3,1313,140-90%$620.5K$612.2K-$8.3K2026-11-04
Topel & Distasi Wealth Management, LLC
UNCHANGED3,1073,10700%$613.9K$607.5K-$6.4K2026-11-05
Trilogy Capital Inc.
DECREASED3,0503,256-206-6%$643.3K$596.3K-$47.0K2026-10-20
Murphy Pohlad Asset Management LLC
INCREASED3,0352,901+134+5%$573.4K$593.5K+$20.1K2026-10-22
Aviso Wealth Management
UNCHANGED3,0253,02500%$597.7K$591.5K-$6.3K2026-11-04
Beacon Financial Advisory LLC
DECREASED3,0223,094-72-2%$611.4K$590.8K-$20.6K2026-10-16
Tactive Advisors, LLC
INCREASED3,0222,972+50+2%$587.2K$591.0K+$3.7K2026-10-08
Grantvest Financial Group LLC
INCREASED3,0133,000+13+0%$592.9K$589.1K-$3.8K2026-10-21
Pinion Investment Advisors, LLC
DECREASED3,0123,097-85-3%$612.0K$588.9K-$23.0K2026-11-04
Brooklyn FI, LLC
INCREASED3,0072,883+124+4%$584.5K$642.7K+$58.2K2026-11-05
First Bancorp, Inc
UNCHANGED3,0003,00000%$592.8K$586.6K-$6.2K2026-10-26
TME Financial, Inc.
INCREASED2,9772,962+15+1%$585.2K$582.1K-$3.1K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED2,9432,94300%$581.5K$575.4K-$6.1K2026-10-27
Diversify Wealth Management, LLC
DECREASED2,9133,292-379-12%$676.4K$597.9K-$78.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED2,9133,292-379-12%$676.4K$597.9K-$78.5K2026-10-20
Yoder Wealth Management, Inc.
UNCHANGED2,9072,90700%$574.4K$568.4K-$6.0K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED2,8932,769+124+4%$547.1K$565.7K+$18.6K2026-10-22
Kelsey Financial, LLC
UNCHANGED2,8762,87600%$568.3K$562.3K-$6.0K2026-10-28
Verdence Capital Advisors LLC
INCREASED2,8672,817+50+2%$556.7K$560.5K+$3.8K2026-10-26
Curated Wealth Partners LLC
INCREASED2,8512,636+215+8%$520.9K$557.5K+$36.6K2026-10-15
Courier Capital LLC
DECREASED2,8382,868-30-1%$566.8K$555.0K-$11.8K2026-10-19
Diversified Enterprises, LLC
DECREASED2,8322,845-130%$562.2K$553.7K-$8.4K2026-10-19
BCS Wealth Management
UNCHANGED2,8302,83000%$559.2K$553.4K-$5.9K2026-11-03
Fulton Bank, N.A.
UNCHANGED2,8242,82400%$558.0K$552.2K-$5.8K2026-10-14
Advisory Solutions Group, LLC
NEW2,823—+2,823——$552.1K—2026-10-14
Essex Bank
UNCHANGED2,8102,81000%$555.3K$549.4K-$5.8K2026-10-16
Brady Martz Wealth Solutions, LLC
DECREASED2,7892,819-30-1%$557.0K$545.3K-$11.7K2026-11-05
Merited Wealth, LLC
DECREASED2,7823,129-347-11%$618.2K$544.0K-$74.2K2026-10-13
Wesbanco Bank Inc
DECREASED2,7732,973-200-7%$587.5K$542.2K-$45.3K2026-11-04
Jacobi Capital Management LLC
DECREASED2,7722,784-120%$550.0K$541.9K-$8.1K2026-11-05
Winebrenner Capital Management LLC
DECREASED2,7632,766-30%$546.5K$540.2K-$6.3K2026-10-07
Everest Financial Group LLC
DECREASED2,7592,790-31-1%$551.3K$539.4K-$11.9K2026-11-06
QTR Family Wealth, LLC
INCREASED2,7592,736+23+1%$540.6K$539.5K-$1.1K2026-11-02
Private Trust Co NA
UNCHANGED2,7212,72100%$537.7K$532.0K-$5.6K2026-10-20
Facet Wealth, Inc.
DECREASED2,6963,046-350-11%$601.9K$527.2K-$74.7K2026-11-04
Zions Bancorporation, National Association
DECREASED2,6532,986-333-11%$590.0K$518.7K-$71.3K2026-11-06
Retirement Planning Group, LLC
INCREASED2,6332,563+70+3%$506.4K$514.7K+$8.4K2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED2,6312,849-218-8%$562.9K$514.5K-$48.3K2026-10-30
Quad-Cities Investment Group, LLC
DECREASED2,6282,633-50%$520.3K$513.9K-$6.5K2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED2,6252,62500%$518.7K$513.3K-$5.4K2026-10-14
Clarity Capital Advisors, LLC
INCREASED2,6072,598+9+0%$513.3K$509.8K-$3.5K2026-10-27
Evanson Financial, LLC
INCREASED2,6032,595+8+0%$512.8K$508.9K-$3.8K2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED2,5901,754+836+48%$346.6K$506.3K+$159.7K2026-10-19
MCF Advisors LLC
UNCHANGED2,5492,54900%$503.7K$498.4K-$5.3K2026-10-28
AlphaCore Capital LLC
INCREASED2,5152,471+44+2%$488.2K$491.7K+$3.5K2026-11-04
Northstar Asset Management Co
UNCHANGED2,5152,51500%$515.0K$521.9K+$6.9K2026-10-22
Harpswell Capital Advisors, LLC
UNCHANGED2,5002,50000%$494.0K$488.8K-$5.2K2026-10-09
Atlatl Advisers LLC
UNCHANGED2,4952,49500%$493.0K$487.8K-$5.2K2026-10-22
Richardson Financial Services Inc.
DECREASED2,4862,663-177-7%$526.2K$486.1K-$40.1K2026-10-30
Sapient Capital LLC
INCREASED2,4362,386+50+2%$471.5K$476.3K+$4.8K2026-10-08
Walled Lake Planning & Wealth Management, LLC
DECREASED2,4292,444-15-1%$482.8K$474.9K-$8.0K2026-10-29
Lake Street Private Wealth, LLC
INCREASED2,4202,419+1+0%$478.0K$473.2K-$4.8K2026-10-22
Bailard, Inc.
UNCHANGED2,4142,41400%$477.0K$472.0K-$5.0K2026-10-13
Plante Moran Financial Advisors, LLC
UNCHANGED2,4112,41100%$476.4K$471.4K-$5.0K2026-11-04
Asempa Wealth Advisors
DECREASED2,4012,703-302-11%$534.0K$473.7K-$60.4K2026-10-07
Valmark Advisers, Inc.
INCREASED2,3931,658+735+44%$327.6K$467.9K+$140.3K2026-11-06
Goelzer Investment Management, Inc.
INCREASED2,3762,344+32+1%$463.2K$464.6K+$1.4K2026-10-16
Beacon Financial Group
UNCHANGED2,3702,37000%$468.3K$463.4K-$4.9K2026-10-19
Breakwater Capital Group
DECREASED2,3472,358-110%$465.9K$459.0K-$7.0K2026-10-09
Blossom Wealth Management
UNCHANGED2,3392,33900%$462.2K$457.3K-$4.8K2026-11-03
Smith Thornton Advisors LLC
UNCHANGED2,2982,29800%$464.8K$449.3K-$15.5K2026-10-16
Sterling Investment Counsel, LLC
DECREASED2,2742,410-136-6%$476.2K$444.6K-$31.6K2026-10-19
LMG Wealth Partners, LLC
INCREASED2,2702,258+12+1%$446.1K$443.8K-$2.4K2026-11-05
CoreCap Advisors, LLC
INCREASED2,2652,262+3+0%$447.1K$443.0K-$4.0K2026-10-08
North Capital, Inc.
INCREASED2,2632,251+12+1%$444.8K$461.6K+$16.7K2026-10-16
Forum Financial Management, LP
INCREASED2,2622,147+115+5%$424.2K$442.3K+$18.1K2026-10-16
Crane Advisory, LLC
UNCHANGED2,2132,21300%$450.1K$441.6K-$8.6K2026-10-13
SeaBridge Investment Advisors LLC
NEW2,197—+2,197——$429.6K—2026-11-02
Elevation Wealth Partners, LLC
INCREASED2,1942,187+7+0%$432.2K$429.0K-$3.2K2026-10-07
Family Investment Center, Inc.
INCREASED2,1882,154+34+2%$425.7K$427.9K+$2.2K2026-10-19
Beaumont Financial Advisors, LLC
DECREASED2,1852,214-29-1%$437.5K$427.2K-$10.3K2026-10-22
Compass Capital Management, Inc
UNCHANGED2,1702,17000%$428.8K$424.3K-$4.5K2026-11-06
Klingman & Associates, LLC
UNCHANGED2,1652,16500%$427.8K$423.3K-$4.5K2026-10-20
Destiny Wealth Partners, LLC
NEW2,139—+2,139——$454.2K—2026-11-05
G2 Capital Management, LLC / OH
UNCHANGED2,1392,13900%$422.7K$418.2K-$4.4K2026-10-23
CWA Asset Management Group, LLC
INCREASED2,1342,123+11+1%$419.5K$417.3K-$2.2K2026-10-19
Wilkerson Advisory Group LLC
INCREASED2,1202,110+10+0%$417.1K$414.5K-$2.6K2026-10-20
Capital Investment Advisors, LLC
INCREASED2,1182,042+76+4%$403.4K$414.2K+$10.8K2026-10-22
ARK & TLK Investments, LLC
UNCHANGED2,1132,11300%$417.6K$413.2K-$4.4K2026-10-20
Balboa Wealth Partners
DECREASED2,1102,354-244-10%$465.1K$412.5K-$52.6K2026-10-20
Strategic Advisors LLC
UNCHANGED2,1102,11000%$416.9K$412.6K-$4.3K2026-10-13
Advocate Group LLC
NEW2,099—+2,099——$410.4K—2026-10-19
Fearless Solutions, LLC dba Best Invest
UNCHANGED2,0992,09900%$414.8K$410.4K-$4.3K2026-10-14
Sage Rhino Capital LLC
INCREASED2,0972,077+20+1%$410.4K$410.1K-$2432026-10-28
Sonata Capital Group Inc
DECREASED2,0952,245-150-7%$443.6K$409.6K-$34.0K2026-10-19
Kendall Capital Management
DECREASED2,0932,810-717-26%$555.3K$409.2K-$146.0K2026-10-23
BIP Wealth, LLC
UNCHANGED2,0922,09200%$413.4K$409.0K-$4.3K2026-10-22
WP Advisors, LLC
DECREASED2,0732,413-340-14%$476.8K$405.5K-$71.3K2026-10-22
Plancorp, LLC
INCREASED2,0311,984+47+2%$401.4K$428.8K+$27.4K2026-11-03
Embree Financial Group
INCREASED2,0261,996+30+2%$394.4K$396.2K+$1.8K2026-10-22
Legacy Wealth Partners, LLC
INCREASED2,0182,011+7+0%$397.4K$394.6K-$2.8K2026-10-15
waypoint wealth counsel
UNCHANGED2,0052,00500%$396.2K$392.1K-$4.2K2026-10-22
Compass Ion Advisors, LLC
DECREASED1,9962,166-170-8%$428.0K$390.3K-$37.8K2026-10-23
Florida Trust Wealth Management Co
UNCHANGED1,9921,99200%$393.6K$389.5K-$4.1K2026-11-05
West Bancorporation Inc
UNCHANGED1,9911,99100%$393.4K$389.3K-$4.1K2026-10-29
Maseco LLP
INCREASED1,9761,970+6+0%$389.3K$386.5K-$2.8K2026-10-27
Intelligence Driven Advisers, LLC
INCREASED1,9691,958+11+1%$387.0K$384.9K-$2.0K2026-10-09
Long Island Wealth Management, Inc.
UNCHANGED1,9431,94300%$383.9K$379.9K-$4.0K2026-10-20
LWM Advisors Inc
INCREASED1,9321,878+54+3%$371.2K$377.8K+$6.7K2026-10-08
Outbound Financial Inc
UNCHANGED1,9311,93100%$381.6K$377.6K-$4.0K2026-10-13
Asset Dedication, LLC
INCREASED1,9131,141+772+68%$225.5K$374.1K+$148.6K2026-11-03
Eagle Harbor Asset Management Inc
DECREASED1,9072,071-164-8%$409.2K$372.9K-$36.3K2026-10-21
Biltmore Family Office, LLC
UNCHANGED1,8991,89900%$375.2K$371.3K-$3.9K2026-11-03
Greenspring Advisors, LLC
UNCHANGED1,8971,89700%$374.9K$371.0K-$3.9K2026-11-05
Townsend & Associates, Inc
UNCHANGED1,8851,88500%$379.9K$387.9K+$8.0K2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED1,8822,149-267-12%$425.0K$368-$424.6K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED1,8792,142-263-12%$423.3K$367.4K-$55.9K2026-10-22
Colton Groome Financial Advisors, LLC
DECREASED1,8681,882-14-1%$371.9K$365.3K-$6.6K2026-10-06
Eagle Bay Advisors LLC
DECREASED1,8631,985-122-6%$392.2K$364.3K-$28.0K2026-10-16
Deutsche Bank Ag\
UNCHANGED1,8551,85500%$366.5K$362.7K-$3.8K2026-11-06
Flywheel Private Wealth LLC
NEW1,841—+1,841——$360.0K—2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED1,8381,237+601+49%$244.5K$359.4K+$114.8K2026-10-29
Atwood & Palmer Inc
UNCHANGED1,8311,83100%$361.9K$358.1K-$3.8K2026-10-08
Rossmore Private Capital
UNCHANGED1,8291,82900%$361.4K$357.6K-$3.8K2026-10-27
Verum Partners LLC
UNCHANGED1,8251,82500%$360.6K$356.8K-$3.8K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED1,8241,230+594+48%$243.2K$356.8K+$113.6K2026-10-29
Sovran Advisors, LLC
UNCHANGED1,8151,81500%$376.5K$383.0K+$6.4K2026-11-02
Venture Visionary Partners LLC
INCREASED1,8021,701+101+6%$336.2K$352.4K+$16.2K2026-10-07
Waller Financial Planning Group, Inc
DECREASED1,7991,870-71-4%$369.4K$351.8K-$17.6K2026-10-07
Aspiriant, LLC
DECREASED1,7933,849-2,056-53%$760.6K$350.6K-$410.0K2026-10-16
Signaturefd, LLC
DECREASED1,7912,887-1,096-38%$570.5K$350.2K-$220.3K2026-10-23
Caldwell Trust Co
DECREASED1,7651,815-50-3%$358.6K$345.1K-$13.5K2026-10-30
Livet Wealth, LLC
INCREASED1,7571,684+73+4%$332.8K$343.6K+$10.8K2026-10-27
Pacific Park Financial, Inc.
INCREASED1,7561,733+23+1%$342.4K$343.4K+$9102026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED1,7501,75000%$345.8K$342.2K-$3.6K2026-10-23
Valeo Financial Advisors, LLC
DECREASED1,7361,849-113-6%$365.4K$339.4K-$26.0K2026-10-08
Tsfg, LLC
DECREASED1,7251,855-130-7%$367.0K$337-$366.7K2026-10-23
Paulson Wealth Management Inc.
UNCHANGED1,6781,67800%$331.6K$328.2K-$3.5K2026-11-02
Quadcap Wealth Management, LLC
INCREASED1,6731,672+1+0%$330.4K$327.0K-$3.4K2026-11-02
Finward Bancorp
DECREASED1,6711,962-291-15%$387.7K$326.7K-$61.0K2026-10-14
SkyOak Wealth, LLC
DECREASED1,6661,786-120-7%$352.9K$325.8K-$27.2K2026-10-28
Wealth Effects LLC
INCREASED1,6651,653+12+1%$326.6K$325.6K-$1.1K2026-10-23
Comprehensive Financial Planning, Inc.
INCREASED1,6581,651+7+0%$326.3K$324.3K-$2.0K2026-10-27
Towerpoint Wealth, LLC
UNCHANGED1,6551,65500%$327.0K$323.6K-$3.4K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED1,6401,487+153+10%$293.9K$320.7K+$26.7K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED1,6311,63100%$322.2K$318.9K-$3.3K2026-10-19
Prospera Capital Management, LLC
DECREASED1,6301,631-10%$326.2K$318.8K-$7.5K2026-10-19
Financial Freedom, LLC
DECREASED1,6242,617-993-38%$517.2K$317.5K-$199.7K2026-11-06
SAX Wealth Advisors, LLC
DECREASED1,6231,755-132-8%$323.4K$317.3K-$6.1K2026-10-13
McGlone Suttner Wealth Management, Inc.
DECREASED1,6011,604-30%$316.9K$313.0K-$3.9K2026-10-13
Atticus Wealth Management, LLC
INCREASED1,5941,420+174+12%$280.5K$311.7K+$31.1K2026-10-20
Golden State Wealth Management, LLC
INCREASED1,5921,532+60+4%$302.8K$311.4K+$8.5K2026-11-02
Cypress Capital Group
UNCHANGED1,5921,59200%$314.6K$311.3K-$3.3K2026-11-03
BAM Wealth Management, LLC
NEW1,582—+1,582——$309.3K—2026-10-15
Lodestone Wealth Management LLC
INCREASED1,5771,576+1+0%$311.4K$308.4K-$3.0K2026-10-14
Bernicke Wealth Management, Ltd.
INCREASED1,5741,485+89+6%$293.4K$307.7K+$14.2K2026-11-06
BAR Harbor Wealth Management
NEW1,570—+1,570——$307.0K—2026-10-21
Cravens & Co Advisors, LLC
UNCHANGED1,5601,56000%$308.3K$305.0K-$3.2K2026-10-16
Kornitzer Capital Management Inc
UNCHANGED1,5561,55600%$307.5K$304.2K-$3.2K2026-11-03
Gamma Investing LLC
INCREASED1,5511,376+175+13%$271.9K$303.3K+$31.4K2026-10-08
Foundation Wealth Management, Llc\pa
UNCHANGED1,5241,52400%$301.1K$298.0K-$3.2K2026-10-14
Meriwether Wealth & Planning, LLC
UNCHANGED1,5141,51400%$299.2K$296.0K-$3.1K2026-10-13
Parcion Private Wealth LLC
DECREASED1,5111,518-70%$300.0K$295.5K-$4.5K2026-10-28
Integris Wealth Management, LLC
UNCHANGED1,5001,50000%$296.4K$293.3K-$3.1K2026-10-14
Cove Private Wealth, LLC
UNCHANGED1,5001,50000%$296.4K$293.3K-$3.1K2026-10-28
Optivise Advisory Services LLC
INCREASED1,4901,489+1+0%$294.3K$291.3K-$3.0K2026-10-19
Uhlmann Price Securities, LLC
INCREASED1,4891,118+371+33%$220.8K$291.3K+$70.5K2026-11-03
Cottage Street Advisors LLC
INCREASED1,4751,204+271+23%$237.9K$288.4K+$50.5K2026-10-19
MKD Wealth Coaches, LLC
NEW1,473—+1,473——$288.0K—2026-10-09
TruNorth Capital Management, LLC
UNCHANGED1,4721,47200%$290.9K$287.8K-$3.0K2026-10-14
Coastline Trust Co
UNCHANGED1,4601,46000%$288.5K$285.5K-$3.0K2026-10-01
B. Riley Wealth Advisors, Inc.
INCREASED1,4541,434+20+1%$285.0K$284.3K-$7292026-10-13
Claro Advisors Inc.
INCREASED1,4501,387+63+5%$274.1K$283.5K+$9.4K2026-11-02
Patten & Patten Inc
UNCHANGED1,4481,44800%$286.1K$283.1K-$3.0K2026-10-26
Legacy Bridge, LLC
UNCHANGED1,4401,44000%$284.5K$281.6K-$3.0K2026-10-28
Dodds Wealth, LLC
INCREASED1,4371,423+14+1%$281.2K$281.0K-$1962026-11-02
Richmond Investment Services, LLC
INCREASED1,4321,425+7+0%$281.6K$280.1K-$1.6K2026-10-29
VestGen Advisors, LLC
INCREASED1,4161,323+93+7%$261.4K$276.9K+$15.5K2026-10-27
Quaker Wealth Management, LLC
DECREASED1,4151,514-99-7%$299.1K$276.7K-$22.5K2026-10-22
Rossby Financial, LCC
INCREASED1,398978+420+43%$193.3K$273.4K+$80.1K2026-11-05
City State Bank
DECREASED1,3921,467-75-5%$289.9K$272.2K-$17.7K2026-10-20
Certuity, LLC
INCREASED1,3921,360+32+2%$268.8K$272.1K+$3.3K2026-11-02
Shepherd Financial Partners LLC
UNCHANGED1,3871,38700%$274.1K$271.2K-$2.9K2026-11-03
Apollon Wealth Management, LLC
DECREASED1,3811,582-201-13%$312.5K$270.0K-$42.5K2026-10-23
Gemmer Asset Management LLC
INCREASED1,3791,373+6+0%$271.3K$269.7K-$1.7K2026-10-16
Opal Wealth Advisors, LLC
DECREASED1,3721,375-30%$271.7K$268.3K-$3.4K2026-10-16
Grey Fox Wealth Advisors, LLC
UNCHANGED1,3681,36800%$270.3K$267.5K-$2.8K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED1,3611,392-31-2%$275.1K$268.5K-$6.6K2026-10-30
Fisher Asset Management, LLC
INCREASED1,3601,116+244+22%$220.7K$266.1K+$45.4K2026-11-06
Cooper Financial Group
UNCHANGED1,3511,35100%$266.9K$264.1K-$2.8K2026-10-07
Optima Capital LLC
UNCHANGED1,3471,34700%$266.2K$263.4K-$2.8K2026-10-29
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,3471,34700%$266.2K$263.4K-$2.8K2026-10-27
Robinson Smith Wealth Advisors LLC
UNCHANGED1,3451,34500%$265.8K$263.0K-$2.8K2026-10-22
Foundry Financial LLC
INCREASED1,3351,328+7+1%$262.4K$261.0K-$1.5K2026-10-16
New England Private Wealth Advisors LLC
INCREASED1,3281,327+1+0%$271.8K$259.7K-$12.1K2026-10-19
Colony Family Offices, LLC
DECREASED1,3211,375-54-4%$271.7K$258.3K-$13.4K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,3121,31200%$259.2K$256.5K-$2.6K2026-10-29
Avidian Wealth Enterprises, LLC
NEW1,307—+1,307——$255.7K—2026-10-08
Accurate Wealth Management, LLC
DECREASED1,3061,327-21-2%$267.2K$266.3K-$8692026-10-20
Cornerstone Wealth Group, LLC
INCREASED1,2921,287+5+0%$254.4K$252.5K-$1.9K2026-11-02
First Premier Bank
INCREASED1,266981+285+29%$194$248+$542026-10-13
Oak Harvest Investment Services
INCREASED1,2541,249+5+0%$246.8K$245.1K-$1.7K2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED1,2491,24900%$246.8K$244.2K-$2.6K2026-11-05
Sigma Investment Counselors Inc
INCREASED1,2461,131+115+10%$223.5K$243.6K+$20.1K2026-10-27
Spinnaker Investment Group, LLC
DECREASED1,2391,274-35-3%$251.7K$242.3K-$9.5K2026-10-13
Almanack Investment Partners, Llc.
NEW1,224—+1,224——$239.3K—2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED1,2071,20700%$238.6K$236.1K-$2.5K2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED1,2001,20000%$237.1K$234.6K-$2.5K2026-10-20
Meredith Wealth Planning
UNCHANGED1,1981,19800%$236.7K$234.2K-$2.5K2026-10-14
Level Financial Advisors
UNCHANGED1,1871,18700%$234.5K$232.1K-$2.4K2026-10-13
Cornerstone Planning Group LLC
INCREASED1,1861,181+5+0%$239.5K$239.9K+$4062026-10-16
Total Clarity Wealth Management, Inc.
INCREASED1,1771,018+159+16%$201.2K$230.1K+$29.0K2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED1,1771,17700%$232.6K$230.1K-$2.4K2026-11-02
Cahaba Wealth Management, Inc.
INCREASED1,1711,169+2+0%$231.1K$228.9K-$2.2K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED1,1701,17000%$231.2K$228.8K-$2.4K2026-10-16
Titleist Asset Management, LLC
INCREASED1,1651,036+129+12%$204.8K$227.8K+$23.0K2026-10-08
Accredited Investor Services, LLC
NEW1,163—+1,163——$227.4K—2026-10-22
Arbor Investment Advisors, LLC
INCREASED1,1571,038+119+11%$205.1K$226.2K+$21.1K2026-10-26
Freedom Financial Partners LLC
INCREASED1,1461,142+4+0%$225.6K$224.1K-$1.5K2026-10-19
Procyon Advisors, LLC
NEW1,142—+1,142——$223.3K—2026-10-21
CGN Advisors LLC
DECREASED1,1421,168-26-2%$230.8K$223.3K-$7.5K2026-10-21
Integrity Wealth Partners, LLC
NEW1,139—+1,139——$222.8K—2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED1,1341,021+113+11%$202.4K$223.7K+$21.3K2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED1,1331,13300%$224.6K$223.5K-$1.1K2026-10-20
Mayfair Advisory Group, LLC
UNCHANGED1,1321,13200%$231.8K$221.3K-$10.5K2026-10-20
Montag A & Associates Inc
UNCHANGED1,1301,13000%$223.3K$220.9K-$2.3K2026-10-29
Bestgate Wealth Advisors, LLC
NEW1,127—+1,127——$220.4K—2026-10-13
JIM Saulnier & Associates, LLC
DECREASED1,1221,591-469-29%$314.4K$219.3K-$95.0K2026-11-04
Obermeyer Wealth Partners
DECREASED1,1181,177-59-5%$232.6K$218.5K-$14.1K2026-10-21
Wedbush Securities Inc
DECREASED1,1071,203-96-8%$238.0K$216-$237.8K2026-10-22
Simplicity Wealth,LLC
DECREASED1,1041,832-728-40%$362.1K$215.9K-$146.2K2026-10-23
Armbruster Capital Management, Inc.
UNCHANGED1,0981,09800%$217.0K$214.7K-$2.3K2026-10-19
Rockwood Wealth Management, LLC
DECREASED1,0951,120-25-2%$221.3K$214.1K-$7.2K2026-10-27
FSM Wealth Advisors, LLC
INCREASED1,0931,090+3+0%$215.5K$220.1K+$4.7K2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED1,0911,081+10+1%$213.6K$213.3K-$2832026-11-03
Monument Group Wealth Advisors, LLC
UNCHANGED1,0911,09100%$215.7K$213.4K-$2.3K2026-10-21
Financial Partners Group, Inc
DECREASED1,0841,089-50%$215.2K$211.9K-$3.3K2026-10-19
Independent Solutions Wealth Management, LLC
UNCHANGED1,0841,08400%$214.2K$212.0K-$2.2K2026-10-28
XML Financial, LLC
UNCHANGED1,0801,08000%$213.5K$211.3K-$2.2K2026-10-29
Verisail Partners, LLC
UNCHANGED1,0791,07900%$213.2K$211.0K-$2.2K2026-10-19
OFS Enterprise LLC
UNCHANGED1,0791,07900%$213.2K$211.0K-$2.2K2026-10-16
BOS Asset Management, LLC
UNCHANGED1,0771,07700%$212.8K$210.6K-$2.2K2026-10-09
MMA Asset Management LLC
DECREASED1,0761,391-315-23%$274.9K$210.4K-$64.5K2026-11-02
Successful Portfolios LLC
UNCHANGED1,0751,07500%$215.4K$214.5K-$8962026-10-09
Saxony Capital Management, LLC
DECREASED1,0701,130-60-5%$223.3K$209.2K-$14.1K2026-10-15
Aaron Wealth Advisors LLC
DECREASED1,0691,167-98-8%$230.6K$209.0K-$21.6K2026-10-13
truNorth Financial Services, Inc.
UNCHANGED1,0501,05000%$207.5K$205.3K-$2.2K2026-11-06
Holos Integrated Wealth LLC
UNCHANGED1,0481,04800%$210.3K$214.2K+$3.9K2026-10-23
Rose Capital Advisors LLC
NEW1,045—+1,045——$204.4K—2026-11-04
Heritage Wealth Management, Inc.
NEW1,044—+1,044——$204.1K—2026-10-28
Greatmark Investment Partners, Inc.
UNCHANGED1,0421,04200%$205.9K$203.7K-$2.2K2026-10-28
Factor Wealth Management LTD
DECREASED1,0411,699-658-39%$335.8K$203.6K-$132.2K2026-10-08
TCI Wealth Advisors, Inc.
INCREASED1,0391,037+2+0%$204.9K$203.1K-$1.8K2026-10-30
Advisor OS, LLC
NEW1,032—+1,032——$201.7K—2026-11-03
Hollow Brook Wealth Management LLC
UNCHANGED1,0281,02800%$203.1K$201.0K-$2.1K2026-10-29
Cerro Pacific Wealth Advisors LLC
DECREASED1,0241,138-114-10%$224.9K$200.2K-$24.6K2026-10-22
Financial Perspectives, Inc
INCREASED1,008820+188+23%$162.0K$197.1K+$35.1K2026-11-03
Concord Wealth Partners
INCREASED979977+2+0%$193.0K$191.4K-$1.6K2026-11-02
Noble Wealth Management PBC
DECREASED9371,057-120-11%$208.9K$183.2K-$25.7K2026-10-01
SBK Financial, Inc.
UNCHANGED92692600%$183.0K$181.1K-$1.9K2026-11-02
Gen-Wealth Partners Inc
DECREASED9091,313-404-31%$259.4K$177.7K-$81.7K2026-11-04
Pacific Center for Financial Services
UNCHANGED87987900%$173.7K$171.9K-$1.8K2026-10-15
Private Wealth Management Group, LLC
INCREASED863821+42+5%$162.1K$168.7K+$6.5K2026-10-19
GoalVest Advisory LLC
UNCHANGED86386300%$170.5K$168.7K-$1.8K2026-10-02
Downshift Financial, LLC
UNCHANGED81781700%$161.4K$159.7K-$1.7K2026-10-13
Chapman Financial Group, LLC
UNCHANGED79379300%$156.7K$155.1K-$1.6K2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED76976900%$152.0K$150.4K-$1.6K2026-10-20
Larson Financial Group LLC
INCREASED750745+5+1%$147.2K$146.6K-$5852026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED74774700%$76.1K$147-$75.9K2026-11-04
Latitude Advisors, LLC
NEW744—+744——$145.5K—2026-10-27
Center for Financial Planning, Inc.
DECREASED714736-22-3%$145.4K$139.6K-$5.8K2026-10-26
Sage Mountain Advisors LLC
DECREASED712895-183-20%$176.8K$139.2K-$37.5K2026-11-02
Sunrise Financial Services, LLC
UNCHANGED70570500%$139.3K$137.8K-$1.5K2026-10-21
Armstrong Advisory Group, Inc
INCREASED701700+1+0%$138.3K$137.0K-$1.3K2026-10-09
Blue Trust, Inc.
INCREASED696617+79+13%$121.9K$136.1K+$14.2K2026-10-15
Tradewinds Capital Management, LLC
DECREASED683687-4-1%$135.8K$133.5K-$2.2K2026-10-23
Kroeger Financial Partners
UNCHANGED67967900%$134.2K$132.8K-$1.4K2026-10-19
Planning Strategies Inc.
NEW672—+672——$131.4K—2026-10-02
Salomon & Ludwin, LLC
DECREASED634667-33-5%$132.2K$124.0K-$8.3K2026-10-29
Birchbrook, Inc.
UNCHANGED62562500%$123.5K$122.2K-$1.3K2026-10-14
Burk Holdings LLC
UNCHANGED60260200%$119.0K$117.7K-$1.2K2026-11-05
Pathway Financial Advisers, LLC
NEW585—+585——$114.5K—2026-10-27
Ascentis Wealth Management, LLC
UNCHANGED57957900%$114.4K$113.2K-$1.2K2026-11-03
Beacon Financial Strategies Corp
UNCHANGED54354300%$107.3K$106.2K-$1.1K2026-10-14
Evermay Wealth Management LLC
DECREASED534540-6-1%$106.7K$104.4K-$2.3K2026-11-05
Tompkins Financial Corp
INCREASED513200+313+157%$39.5K$100.3K+$60.8K2026-10-05
Armor Investment Advisors, LLC
UNCHANGED49549500%$97.8K$96.8K-$1.0K2026-10-27
Evolution Wealth Management Inc.
UNCHANGED47347300%$93.5K$92.5K-$9792026-10-28
MV Capital Management, Inc.
UNCHANGED47047000%$92.9K$91.9K-$9722026-10-29
First Command Advisory Services, Inc.
DECREASED465466-10%$92.1K$90.9K-$1.2K2026-11-05
Midwest Capital Advisors, LLC
UNCHANGED43243200%$85.4K$84.5K-$8952026-11-04
Olistico Wealth, LLC
UNCHANGED43043000%$85.0K$84.1K-$8902026-10-05
DiNuzzo Private Wealth, Inc.
UNCHANGED42542500%$84.0K$83.1K-$8792026-10-16
Hanson & Doremus Investment Management
UNCHANGED41341300%$82.0K$81-$81.9K2026-10-16
Foresight Capital Management Advisors, Inc.
NEW408—+408——$79.8K—2026-10-27
Duncker Streett & Co Inc
UNCHANGED40540500%$80.0K$79.2K-$8382026-10-27
Angeles Wealth Management, LLC
DECREASED403479-76-16%$94.7K$78.8K-$15.9K2026-10-26
Edgemoor Investment Advisors, Inc.
NEW400—+400——$78.2K—2026-11-03
Trust Co of Toledo NA
INCREASED397357+40+11%$70.5K$77.6K+$7.1K2026-10-16
NBH Bank
UNCHANGED37837800%$74.7K$73.9K-$7832026-11-05
Triumph Capital Management
INCREASED376208+168+81%$41.1K$73.6K+$32.5K2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED37537500%$74.1K$78.5K+$4.4K2026-10-29
Peachtree Investment Partners, LLC
UNCHANGED37137100%$73.4K$72.6K-$7692026-11-05
Cullen T Bankers, Inc.
DECREASED364388-24-6%$76.7K$71.2K-$5.5K2026-10-28
Fiduciary Advisors, Inc.
INCREASED361359+2+1%$71.0K$70.6K-$3752026-10-16
Wagner Wealth Management, LLC
DECREASED357377-20-5%$74.5K$69.8K-$4.7K2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED35535500%$70.1K$69.4K-$7352026-11-03
Bfsg, LLC
UNCHANGED35335300%$69.8K$69.0K-$7302026-10-30
Register Financial Advisors LLC
INCREASED340222+118+53%$43.9K$66.5K+$22.6K2026-10-23
Harbor Asset Planning, Inc.
INCREASED331330+1+0%$65.1K$64.7K-$3442026-10-23
American Capital Advisory, LLC
UNCHANGED30030000%$59.3K$58.7K-$6212026-10-28
Maryland Capital Advisors Inc.
UNCHANGED29529500%$58.3K$57.7K-$6102026-10-15
Entrust Financial LLC
DECREASED287293-6-2%$58.0K$56.1K-$1.9K2026-11-04
Fairman Group, LLC
UNCHANGED28428400%$56.1K$55.5K-$5872026-10-26
Next Level Wealth Planning, LLC
NEW265—+265——$51.8K—2026-10-29
Catherine Avery Investment Management LLC
UNCHANGED25425400%$50.2K$49.7K-$5252026-10-14
Hurley Capital, LLC
INCREASED244243+1+0%$48.0K$47.7K-$2732026-11-05
Bullock Wealth Management Group
UNCHANGED23423400%$46.3K$46.2K-$1192026-10-09
POM Investment Strategies, LLC
NEW230—+230——$45.0K—2026-10-20
Marquette Asset Management, LLC
UNCHANGED21921900%$43.3K$42.8K-$4532026-10-09
West Financial Advisors, LLC
UNCHANGED21821800%$43.1K$42.6K-$4512026-10-22
Align Financial, LLC
DECREASED215218-3-1%$43.1K$42.0K-$1.0K2026-10-16
RMG Wealth Management LLC
UNCHANGED20020000%$41.8K$41.6K-$1522026-10-26
West Branch Capital LLC
UNCHANGED19419400%$38.3K$37.9K-$4022026-10-20
Strategic Advocates LLC
INCREASED17878+100+128%$15.4K$34.8K+$19.4K2026-11-03
Roxbury Financial LLC
INCREASED167166+1+1%$32.9K$32.6K-$2872026-10-01
Aventus Investment Advisors, Inc.
UNCHANGED16716700%$33.0K$32.7K-$3452026-10-09
EPG Wealth Management LLC
UNCHANGED16616600%$32.8K$32.5K-$2642026-11-03
Compass Financial Management LLC
UNCHANGED16016000%$33.2K$31.3K-$1.9K2026-10-30
Investment Research & Advisory Group, Inc.
UNCHANGED15715700%$31.0K$30.7K-$3252026-10-19
SBI Securities Co., Ltd.
UNCHANGED15015000%$29.6K$29.3K-$3102026-10-22
Versant Capital Management, Inc
UNCHANGED13213200%$26.1K$25.8K-$2732026-10-02
Main Street Group, LTD
UNCHANGED13213200%$26.1K$25.8K-$2732026-10-28
Breakwater Investment Management
DECREASED131135-4-3%$26.7K$25.6K-$1.1K2026-10-20
Rydar Equities, Inc.
NEW126—+126——$25.1K—2026-10-13
MTM Investment Management, LLC
UNCHANGED10710700%$21.1K$20.9K-$2212026-10-30
Carolina Wealth Advisors, LLC
INCREASED10620+86+430%$4.0K$20.7K+$16.8K2026-10-23
First Community Trust NA
DECREASED104106-2-2%$20.9K$20.3K-$6112026-10-07
Transce3nd, LLC
NEW101—+101——$21.0K—2026-10-26
MilWealth Group LLC
INCREASED10058+42+72%$11.4K$19.5K+$8.1K2026-11-02
Westside Investment Management, Inc.
UNCHANGED10010000%$19.8K$19.8K+$392026-11-02
Abound Wealth Management
DECREASED91286-195-68%$56.6K$17.9K-$38.7K2026-10-26
SJS Investment Consulting Inc.
INCREASED9044+46+105%$8.7K$17.5K+$8.8K2026-10-26
Cape Investment Advisory, Inc.
DECREASED88189-101-53%$37.3K$17.2K-$20.0K2026-10-13
Tower View Wealth Management LLC
UNCHANGED878700%$17.2K$17.0K-$1802026-10-23
Wealth Analytics Partners, LLC
NEW86—+86——$16.8K—2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED8689-3-3%$17.6K$16.8K-$7702026-11-03
Signature Resources Capital Management, LLC
UNCHANGED828200%$16.2K$16.0K-$1702026-10-16
Silver Grove Financial Group, Inc.
INCREASED7052+18+35%$10.4K$13.7K+$3.3K2026-11-05
Peoples Financial Services Corp.
UNCHANGED696900%$13.6K$13.5K-$1432026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED646400%$12.6K$12.5K-$1322026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED616100%$12.1K$11.9K-$1262026-10-20
Your Advocates Ltd., LLP
UNCHANGED585800%$11.5K$11.3K-$1202026-11-03
Creative Capital Management Investments LLC
UNCHANGED555500%$10.9K$10.8K-$1142026-10-28
Townsend Asset Management Corp
UNCHANGED535300%$10.5K$10.4K-$1092026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED5245+7+16%$8.9K$10.2K+$1.3K2026-10-15
Winch Advisory Services, LLC
UNCHANGED494900%$9.7K$9.6K-$1012026-11-06
Vima LLC
UNCHANGED494900%$9.7K$9.6K-$1012026-10-23
United Financial Planning Group LLC
UNCHANGED494900%$9.7K$9.6K-$1012026-11-04
Kingdom Financial Group Llc.
UNCHANGED484800%$9.5K$9.5K-$502026-11-04
Wells Financial Advisors Inc
UNCHANGED464600%$9.1K$9.0K-$962026-11-02
High Point Wealth Management, LLC
NEW44—+44——$8.6K—2026-11-05
Coston, McIsaac & Partners
INCREASED4333+10+30%$6$8.4K+$8.4K2026-11-06
Frankly Finances, LLC
UNCHANGED424200%$8.3K$8.2K-$872026-10-28
Toth Financial Advisory Corp
DECREASED41201-160-80%$39.7K$8.0K-$31.7K2026-10-08
Buck Wealth Strategies, LLC
NEW39—+39——$7.6K—2026-10-28
Reicon Wealth Advisors, LLC
NEW39—+39——$7.6K—2026-11-04
First Pacific Financial
UNCHANGED383800%$7.5K$7.5K-$392026-10-14
Global Trust Asset Management, LLC
INCREASED3231+1+3%$6.2K$6.2K-$372026-10-19
Eukles Asset Management
UNCHANGED313100%$6.1K$6.1K-$652026-11-04
Laurel Wealth Advisors LLC
NEW24—+24——$4.7K—2026-10-27
Markowski Investments
DECREASED2326-3-12%$5.1K$4.5K-$6412026-10-30
First Financial Corp
UNCHANGED212100%$4.2K$4.1K-$442026-10-13
Costello Asset Management, Inc
UNCHANGED212100%$4.2K$4.2K-$222026-10-30
Signature Equity Partners, LLC
UNCHANGED202000%$4.0K$3.9K-$412026-10-29
Team Financial Group, LLC
NEW19—+19——$3.8K—2026-10-30
Networth Advisors, LLC
UNCHANGED191900%$3.8K$3.8K-$202026-11-03
GK Wealth Management LLC
NEW18—+18——$3.5K—2026-10-09
Central Pacific Bank - Trust Division
UNCHANGED181800%$3.6K$3.5K-$372026-10-06
Heritage Family Offices, LLP
NEW17—+17——$3.3K—2026-11-02
PFS Partners, LLC
UNCHANGED171700%$3.3K$3.3K-$172026-10-21
Montgomery Financial Services LLC
NEW16—+16——$3.1K—2026-11-03
Kennebec Savings Bank
UNCHANGED151500%$3.0K$2.9K-$312026-10-22
Nemes Rush Group LLC
NEW14—+14——$2.7K—2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED141400%$2.8K$2.7K-$292026-11-02
James T. Borello RIA
UNCHANGED131300%$2.6K$2.5K-$272026-10-16
TFC Financial Management, Inc.
UNCHANGED131300%$2.6K$2.5K-$272026-10-26
Rothwell Investment Advisors, LLC
NEW12—+12——$2.4K—2026-11-06
Wolff Wiese Magana LLC
DECREASED1226-14-54%$5.1K$2.3K-$2.8K2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED111100%$2.2K$2.2K-$232026-10-13
Turtle Creek Wealth Advisors, LLC
DECREASED919-10-53%$3.8K$1.8K-$2.0K2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED9900%$1.7K$1.7K-$102026-10-28
Cdkv Holdings LLC
UNCHANGED8800%$1.6K$1.6K-$162026-10-28
Gables Capital Management Inc.
UNCHANGED6600%$1.2K$1.2K-$132026-11-04
Absher Wealth Management, LLC
NEW5—+5——$978—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED491-87-96%$18.1K$782-$17.3K2026-10-14
IAG Wealth Partners, LLC
UNCHANGED4400%$790$782-$82026-11-06
Provenance Wealth Advisors, LLC
NEW3—+3——$587—2026-10-30
Proathlete Wealth Management LLC
UNCHANGED3300%$604$601-$32026-10-15
Key Capital Management, Inc
NEW2—+2——$391—2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED2200%$395$391-$42026-10-23
Fairway Wealth LLC
NEW1—+1——$196—2026-10-30
Nfsg Corp
NEW1—+1——$196—2026-10-15
RHL Group, LLC
UNCHANGED1100%$198$198$02026-11-04
Sterling Capital Management LLC
CLOSED031,750-31,750-100%$6.3M$0-$6.3M2026-10-22
Sendero Wealth Management, LLC
CLOSED07,474-7,474-100%$1.5M$0-$1.5M2026-10-14
FDx Advisors, Inc.
CLOSED03,728-3,728-100%$737.0K$0-$737.0K2026-11-05
Old North State Wealth Management, LLC
CLOSED02,859-2,859-100%$566.6K$0-$566.6K2026-10-22
Canandaigua National Bank & Trust Co
CLOSED02,628-2,628-100%$519.3K$0-$519.3K2026-10-07
Guidance Capital, Inc
CLOSED01,687-1,687-100%$343.2K$0-$343.2K2026-11-03
Redmond Asset Management, LLC
CLOSED01,339-1,339-100%$264.6K$0-$264.6K2026-10-27
Brown Financial Advisory
CLOSED01,277-1,277-100%$252.4K$0-$252.4K2026-11-05
Newman Dignan & Sheerar, Inc.
CLOSED01,148-1,148-100%$226.9K$0-$226.9K2026-10-21
Rockland Trust Co
CLOSED01,048-1,048-100%$207.1K$0-$207.1K2026-10-05
Gradient Investments LLC
CLOSED01,026-1,026-100%$202.7K$0-$202.7K2026-10-08
Mainsail Asset Management, LLC
CLOSED01,022-1,022-100%$207.2K$0-$207.2K2026-10-14
Balefire, LLC
CLOSED01,021-1,021-100%$201.7K$0-$201.7K2026-10-09
Tanager Wealth Management LLP
CLOSED01,019-1,019-100%$201.4K$0-$201.4K2026-10-19
Partners in Financial Planning
CLOSED01,017-1,017-100%$200.9K$0-$200.9K2026-11-06
Certified Advisory Corp
CLOSED01,017-1,017-100%$200.9K$0-$200.9K2026-10-29
International Assets Investment Management, LLC
CLOSED0790-790-100%$156.6K$0-$156.6K2026-11-02
Wellington Grp LLC
CLOSED0630-630-100%$116.1K$0-$116.1K2026-11-06
NBT Bank, N.A.
CLOSED0369-369-100%$72.9K$0-$72.9K2026-10-21
Salem Investment Counselors Inc
CLOSED0305-305-100%$60.2K$0-$60.2K2026-10-13
Robinswood Financial LLC
CLOSED0156-156-100%$30.8K$0-$30.8K2026-10-20
LifeSteps Financial, Inc.
CLOSED0109-109-100%$21.5K$0-$21.5K2026-10-15
BankPlus Trust Department
CLOSED071-71-100%$14.0K$0-$14.0K2026-11-06
Founders Capital Management
CLOSED046-46-100%$9.1K$0-$9.1K2026-10-13
Tucker Asset Management LLC
CLOSED024-24-100%$4.8K$0-$4.8K2026-10-29
DecisionPoint Financial, LLC
CLOSED018-18-100%$3.6K$0-$3.6K2026-10-27
Dhjj Financial Advisors, Ltd.
CLOSED014-14-100%$2.8K$0-$2.8K2026-10-23
Woodard & Co Asset Management Group Inc
CLOSED011-11-100%$2.2K$0-$2.2K2026-11-03
Kozak & Associates, Inc.
CLOSED000—$3$0-$32026-10-29
Morgan Stanley
N/A—4,886,722-4,886,722-100%$965.6M———
EP Wealth Advisors, LLC
N/A—4,488,689-4,488,689-100%$887.0M———
Betterment LLC
N/A—3,506,826-3,506,826-100%$692.9M———
Jones Financial Companies Lllp
N/A—3,377,503-3,377,503-100%$672.0M———
Bank of America Corp
N/A—3,119,048-3,119,048-100%$616.3M———
Wells Fargo & Company
N/A—2,726,390-2,726,390-100%$538.7M———
Royal Bank of Canada
N/A—2,278,495-2,278,495-100%$450.2M———
UBS Group AG
N/A—1,537,314-1,537,314-100%$303.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,386,013-1,386,013-100%$273.9M———
Envestnet Asset Management Inc
N/A—1,219,545-1,219,545-100%$241.0M———
Moneta Group Investment Advisors LLC
N/A—1,135,535-1,135,535-100%$224.4M———
FMR LLC
N/A—1,115,744-1,115,744-100%$220.5M———
Northwestern Mutual Wealth Management Co
N/A—1,109,433-1,109,433-100%$219.2M———
Wellspring Financial Advisors, LLC
N/A—783,898-783,898-100%$913.3K———
Ameriprise Financial Inc
N/A—753,590-753,590-100%$148.9M———
Stifel Financial Corp
N/A—739,432-739,432-100%$146.1M———
Raymond James Financial Inc
N/A—730,073-730,073-100%$144.3M———
Osaic Holdings, Inc.
N/A—707,246-707,246-100%$139.8M———
Focus Partners Wealth
N/A—653,694-653,694-100%$129.2M———
Mariner, LLC
N/A—617,452-617,452-100%$122.0M———
Waverly Advisors, LLC
N/A—518,803-518,803-100%$102.5M———
Cetera Investment Advisers
N/A—419,517-419,517-100%$82.9M———
Rockefeller Capital Management L.P.
N/A—397,700-397,700-100%$78.6M———
JPMorgan Chase & Co
N/A—383,149-383,149-100%$76.1M———
HighTower Advisors, LLC
N/A—313,253-313,253-100%$61.9M———
CIBC Bancorp USA Inc.
N/A—296,030-296,030-100%$58.9M———
MML Investors Services, LLC
N/A—248,798-248,798-100%$49.2M———
1832 Asset Management L.P.
N/A—231,852-231,852-100%$45.8M———
Benjamin Edwards Inc
N/A—219,953-219,953-100%$43.5M———
Summit Financial, LLC
N/A—206,724-206,724-100%$40.8M———
NewEdge Advisors, LLC
N/A—191,598-191,598-100%$37.9M———
Cary Street Partners Financial LLC
N/A—184,005-184,005-100%$31.7M———
Bragg Financial Advisors, Inc
N/A—182,391-182,391-100%$36.0M———
Beacon Pointe Advisors, LLC
N/A—169,698-169,698-100%$33.5M———
&partners
N/A—167,087-167,087-100%$33.0M———
First American Trust, FSB
N/A—163,718-163,718-100%$32.4M———
Blair William & Co
N/A—163,166-163,166-100%$32.2M———
BNP Paribas Financial Markets
N/A—157,923-157,923-100%$31.2M———
BHK Investment Advisors, LLC
N/A—154,011-154,011-100%$30.4M———
Bank of Montreal
N/A—148,473-148,473-100%$29.3M———
Captrust Financial Advisors
N/A—144,801-144,801-100%$28.6M———
Natixis Advisors, LLC
N/A—136,243-136,243-100%$26.9M———
World Investment Advisors
N/A—134,561-134,561-100%$24.8M———
Equitable Holdings, Inc.
N/A—133,731-133,731-100%$26.4M———
Stephens Inc
N/A—132,161-132,161-100%$26.1M———
Wealthspire Advisors, LLC
N/A—129,350-129,350-100%$25.6M———
Strategic Investment Advisors / MI
N/A—122,391-122,391-100%$24.2M———
Janney Montgomery Scott LLC
N/A—114,384-114,384-100%$22.6M———
Advisory Alpha, LLC
N/A—107,901-107,901-100%$21.3M———
Baird Financial Group, Inc.
N/A—100,654-100,654-100%$19.9M———
Cerity Partners LLC
N/A—94,783-94,783-100%$18.7M———
Asset Management Group, Inc.
N/A—94,554-94,554-100%$18.7M———
Peapack Gladstone Financial Corp
N/A—93,014-93,014-100%$18.4M———
Mercer Global Advisors Inc
N/A—91,973-91,973-100%$18.2M———
Principal Securities, Inc.
N/A—87,795-87,795-100%$17.3M———
Sanctuary Advisors, LLC
N/A—83,577-83,577-100%$16.5M———
SOA Wealth Advisors, Llc.
N/A—82,725-82,725-100%$16.3M———
Brown Advisory Inc
N/A—81,624-81,624-100%$16.1M———
Payne Capital Management, LLC
N/A—77,425-77,425-100%$15.3M———
Private Advisor Group, LLC
N/A—73,762-73,762-100%$14.6M———
O'shaughnessy Asset Management, LLC
N/A—71,639-71,639-100%$14.2M———
MAI Capital Management
N/A—68,718-68,718-100%$13.6M———
Leavell Investment Management, Inc.
N/A—67,083-67,083-100%$13.3M———
Ellevest, Inc.
N/A—64,629-64,629-100%$3.7M———
Geneos Wealth Management Inc.
N/A—64,126-64,126-100%$12.7M———
Atlas Capital Advisors Inc.
N/A—63,984-63,984-100%$12.6M———
Sequoia Financial Advisors, LLC
N/A—60,957-60,957-100%$12.0M———
Commerce Bank
N/A—60,921-60,921-100%$12.0M———
Quantinno Capital Management LP
N/A—59,811-59,811-100%$11.8M———
Bleakley Financial Group, LLC
N/A—59,763-59,763-100%$11.8M———
Tiaa Trust, National Association
N/A—58,816-58,816-100%$11.6M———
TRB Wealth Management, LLC
N/A—58,674-58,674-100%$11.6M———
Wellington Management Group LLP
N/A—58,139-58,139-100%$11.5M———
Peak Retirement Planning, Inc.
N/A—57,532-57,532-100%$11.4M———
JMG Financial Group, Ltd.
N/A—57,402-57,402-100%$11.3M———
Qube Research & Technologies Ltd
N/A—57,396-57,396-100%$11.3M———
Arax Advisory Partners
N/A—57,354-57,354-100%$11.3M———
Meramec Financial Planners, LLC
N/A—57,072-57,072-100%$11.7M———
Northern Trust Corp
N/A—55,812-55,812-100%$11.0M———
Texas Yale Capital Corp.
N/A—54,918-54,918-100%$10.9M———
AQR Capital Management LLC
N/A—50,121-50,121-100%$9.9M———
Spartan Wealth Advisory Services LLC
N/A—49,555-49,555-100%$9.8M———
Regal Investment Advisors LLC
N/A—49,374-49,374-100%$9.8M———
Chilton Investment Co Inc.
N/A—49,265-49,265-100%$9.7M———
Harbour Investments, Inc.
N/A—48,891-48,891-100%$9.7M———
AE Wealth Management LLC
N/A—48,269-48,269-100%$9.5M———
Alesco Advisors, LLC, An ESL Co
N/A—45,279-45,279-100%$8.9M———
Ally Invest Advisors Inc.
N/A—44,758-44,758-100%$8.8M———
Twin Focus Capital Partners, LLC
N/A—44,344-44,344-100%$8.8M———
Mosaic Family Wealth Partners, LLC
N/A—42,418-42,418-100%$8.4M———
Highland Investment Advisors LLC
N/A—40,072-40,072-100%$7.9M———
HFG Advisors, Inc.
N/A—34,148-34,148-100%$6.7M———
Swan Capital LLC
N/A—33,960-33,960-100%$6.7M———
FAS Wealth Partners, Inc.
N/A—31,427-31,427-100%$6.2M———
Nicolet Bankshares Inc
N/A—30,872-30,872-100%$6.1M———
Goldman Sachs Group Inc
N/A—30,796-30,796-100%$6.1M———
Conquis Financial LLC
N/A—30,441-30,441-100%$6.0M———
Cresset Asset Management, LLC
N/A—30,258-30,258-100%$6.0M———
Tocqueville Asset Management L.P.
N/A—30,100-30,100-100%$5.9M———
Integrated Wealth Concepts LLC
N/A—29,324-29,324-100%$5.8M———
Cary Street Partners Investment Advisory LLC
N/A—29,248-29,248-100%$5.8M———
King Wealth Management Group
N/A—29,209-29,209-100%$5.8M———
TAGStone Capital, Inc.
N/A—29,208-29,208-100%$5.8M———
Mutual Advisors, LLC
N/A—28,900-28,900-100%$5.7M———
Jane Street Group, LLC
N/A—28,379-28,379-100%$5.6M———
Drucker Wealth 3.0, LLC
N/A—27,934-27,934-100%$5.5M———
Johnson Financial Group, Inc.
N/A—27,880-27,880-100%$5.5M———
Global Retirement Partners, LLC
N/A—27,790-27,790-100%$5.5M———
Great Valley Advisor Group, Inc.
N/A—26,509-26,509-100%$5.2M———
Pure Financial Advisors, LLC
N/A—25,222-25,222-100%$5.0M———
Bruce G. Allen Investments, LLC
N/A—25,084-25,084-100%$5.0M———
Talon Private Wealth, LLC
N/A—24,895-24,895-100%$4.9M———
LifePlan Investment Advisors, Inc.
N/A—24,692-24,692-100%$4.9M———
Advisory Services Network, LLC
N/A—24,526-24,526-100%$4.8M———
Stillwater Capital Advisors, LLC
N/A—23,711-23,711-100%$4.7M———
Franklin Resources Inc
N/A—23,460-23,460-100%$4.6M———
Goepper Burkhardt LLC
N/A—23,226-23,226-100%$4.6M———
Causey Wealth LLC
N/A—23,206-23,206-100%$4.6M———
Tacita Capital Inc
N/A—22,988-22,988-100%$4.5M———
Keystone Financial Services, LLC
N/A—22,905-22,905-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—21,311-21,311-100%$4.2M———
Veridan Wealth LLC
N/A—20,646-20,646-100%$4.1M———
Palladiem, LLC
N/A—20,601-20,601-100%$4.1M———
Bluespring Wealth Management, LLC
N/A—20,478-20,478-100%$4.0M———
Houlihan Financial Resource Group, Ltd.
N/A—20,331-20,331-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—19,700-19,700-100%$3.9M———
Gateway Wealth Partners, LLC
N/A—19,360-19,360-100%$3.8M———
OneDigital Investment Advisors LLC
N/A—19,085-19,085-100%$3.8M———
Petix & Botte Co
N/A—19,039-19,039-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—18,584-18,584-100%$3.7M———
Modern Wealth Management, LLC
N/A—18,370-18,370-100%$3.6M———
Insigneo Advisory Services, LLC
N/A—18,000-18,000-100%$3.6M———
Capital Analysts, LLC
N/A—17,655-17,655-100%$3.5M———
Stokes Family Office, LLC
N/A—17,323-17,323-100%$3.4M———
Aimz Investment Advisors, LLC
N/A—17,107-17,107-100%$3.4M———
Susquehanna International Group, LLP
N/A—16,911-16,911-100%$3.3M———
Cascade Financial Partners, LLC
N/A—16,749-16,749-100%$3.3M———
Argent Trust Co
N/A—16,655-16,655-100%$3.3M———
Composition Wealth, LLC
N/A—16,635-16,635-100%$3.3M———
Pinnacle Financial Partners, Inc.
N/A—16,484-16,484-100%$3.3M———
Ameritas Advisory Services, LLC
N/A—16,191-16,191-100%$3.2M———
Cbiz Investment Advisory Services, LLC
N/A—16,027-16,027-100%$3.0M———
Kintra Wealth, LLC
N/A—15,464-15,464-100%$3.3M———
Bank of Hawaii
N/A—15,408-15,408-100%$3.0M———
Avant Capital LLC
N/A—15,273-15,273-100%$3.0M———
Gladstone Institutional Advisory LLC
N/A—15,104-15,104-100%$3.0M———
Aptus Capital Advisors, LLC
N/A—14,852-14,852-100%$2.9M———
Nuveen, LLC
N/A—14,728-14,728-100%$2.9M———
CreativeOne Wealth, LLC
N/A—14,551-14,551-100%$2.9M———
Gotham Asset Management, LLC
N/A—14,439-14,439-100%$2.9M———
NewEdge Wealth, LLC
N/A—14,315-14,315-100%$2.8M———
Arkadios Wealth Advisors
N/A—14,097-14,097-100%$2.8M———
Howe & Rusling Inc
N/A—13,474-13,474-100%$2.7M———
Checchi Capital Advisers, LLC
N/A—13,127-13,127-100%$2.6M———
Elite Financial, Inc.
N/A—12,936-12,936-100%$2.6M———
Prosperity Consulting Group, LLC
N/A—12,923-12,923-100%$2.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—12,634-12,634-100%$2.5M———
Savvy Advisors, Inc.
N/A—12,152-12,152-100%$2.4M———
XTX Topco Ltd
N/A—12,011-12,011-100%$2.4M———
Wealthfront Advisers LLC
N/A—11,953-11,953-100%$2.4M———
Sound View Wealth Advisors Group, LLC
N/A—11,887-11,887-100%$2.3M———
Alliancebernstein L.P.
N/A—11,881-11,881-100%$2.2M———
Jacobs Equity LLC
N/A—11,287-11,287-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—11,055-11,055-100%$2.2M———
Ballentine Partners, LLC
N/A—10,959-10,959-100%$2.2M———
Simmons Bank
N/A—10,893-10,893-100%$2.2M———
Maimon Wealth Management Ltd.
N/A—10,759-10,759-100%$2.1M———
Horizon Investments, LLC
N/A—10,706-10,706-100%$2.1M———
Zhang Financial LLC
N/A—10,663-10,663-100%$2.1M———
Financial Engines Advisors L.L.C.
N/A—10,662-10,662-100%$2.1M———
Empirical Finance, LLC
N/A—10,608-10,608-100%$2.1M———
Wealth Alliance, LLC
N/A—10,483-10,483-100%$2.1M———
MTM Financial Group, LLC
N/A—10,322-10,322-100%$2.0M———
Foundations Investment Advisors, LLC
N/A—10,201-10,201-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—10,027-10,027-100%$2.0M———
Vanguard Advisers Inc
N/A—9,884-9,884-100%$2.0M———
BlackRock, Inc.
N/A—9,753-9,753-100%$1.9M———
Cardiff Park Advisors, LLC
N/A—9,604-9,604-100%$1.9M———
Johnson Investment Counsel Inc
N/A—9,581-9,581-100%$1.9M———
SageView Advisory Group, LLC
N/A—9,080-9,080-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—9,076-9,076-100%$1.8M———
IEQ Capital, LLC
N/A—9,055-9,055-100%$1.8M———
WealthShield Partners, LLC
N/A—9,007-9,007-100%$1.8M———
Snowden Capital Advisors LLC
N/A—8,960-8,960-100%$1.8M———
Genesis Financial Group, LLC
N/A—8,920-8,920-100%$1.8M———
Pacific SUN Financial Corp
N/A—8,835-8,835-100%$1.7M———
Pathstone Holdings, LLC
N/A—8,821-8,821-100%$1.7M———
Whittier Trust Co
N/A—8,384-8,384-100%$1.7M———
UBS Asset Management Americas LLC
N/A—8,285-8,285-100%$1.6M———
Nwam LLC
N/A—8,138-8,138-100%$1.6M———
Bristlecone Value Partners, LLC
N/A—8,121-8,121-100%$1.6M———
Choate Investment Advisors
N/A—8,087-8,087-100%$1.6M———
East Coast Asset Management, Llc.
N/A—7,977-7,977-100%$1.6M———
Spectrum Investment Advisors, Inc.
N/A—7,966-7,966-100%$1.6M———
One Capital Management, LLC
N/A—7,810-7,810-100%$1.4M———
Brand Asset Management Group, Inc.
N/A—7,792-7,792-100%$1.5M———
Seeds Investor LLC
N/A—7,603-7,603-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—7,517-7,517-100%$1.5M———
Tidal Investments LLC
N/A—7,370-7,370-100%$1.5M———
Kapstone Financial Advisors LLC
N/A—7,095-7,095-100%$1.4M———
Maridea Wealth Management LLC
N/A—7,047-7,047-100%$1.4M———
Fiducient Advisors LLC
N/A—7,043-7,043-100%$1.4M———
Main Street Financial Solutions, LLC
N/A—7,034-7,034-100%$1.4M———
Spreng Capital Management, Inc.
N/A—7,005-7,005-100%$1.4M———
Wescott Financial Advisory Group, LLC
N/A—6,901-6,901-100%$1.4M———
Renaissance Technologies LLC
N/A—6,800-6,800-100%$1.3M———
Essex Financial Services, Inc.
N/A—6,727-6,727-100%$1.3M———
Novak & Powell Financial Services, Inc.
N/A—6,703-6,703-100%$1.3M———
Entelevest, LLC
N/A—6,694-6,694-100%$1.3M———
Callan Family Office, LLC
N/A—6,682-6,682-100%$1.3M———
Ritter Daniher Financial Advisory LLC / de
N/A—6,639-6,639-100%$1.3M———
Planning Directions Inc
N/A—6,635-6,635-100%$1.3M———
American Trust
N/A—6,569-6,569-100%$1.3M———
Whittier Trust Co of Nevada Inc
N/A—6,451-6,451-100%$1.3M———
Cozad Asset Management Inc
N/A—6,381-6,381-100%$1.3M———
Cahill Financial Advisors Inc
N/A—6,338-6,338-100%$1.3M———
Smithfield Trust Co
N/A—6,271-6,271-100%$1.2M———
Summit Trail Advisors, LLC
N/A—5,965-5,965-100%$1.2M———
Neuberger Berman Group LLC
N/A—5,945-5,945-100%$1.2M———
Advisors Capital Management, LLC
N/A—5,906-5,906-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—5,793-5,793-100%$1.1M———
Horizon Bancorp Inc
N/A—5,566-5,566-100%$1.1M———
M&T Bank Corp
N/A—5,541-5,541-100%$1.1M———
Napier Financial, LLC
N/A—5,458-5,458-100%$1.1M———
O'rourke & Company, Inc
N/A—5,439-5,439-100%$1.1M———
Trustmark Bank Trust Department
N/A—5,395-5,395-100%$1.1M———
Nvest Financial, LLC
N/A—5,318-5,318-100%$1.1M———
First National Bank of Omaha
N/A—5,318-5,318-100%$1.1M———
IHT Wealth Management, LLC
N/A—5,318-5,318-100%$1.1M———
Bessemer Group Inc
N/A—5,185-5,185-100%$1.0M———
Belpointe Asset Management LLC
N/A—5,061-5,061-100%$1.0M———
OneAscent Financial Services LLC
N/A—5,047-5,047-100%$997.3K———
MorganRosel Wealth Management, LLC
N/A—4,936-4,936-100%$975.4K———
Orion Porfolio Solutions, LLC
N/A—4,848-4,848-100%$958.0K———
Ancora Advisors LLCA
N/A—4,846-4,846-100%$957.6K———
Hexagon Capital Partners LLC
N/A—4,684-4,684-100%$925.6K———
Legacy Financial Group LLC
N/A—4,556-4,556-100%$900.3K———
Nalls Sherbakoff Group, LLC
N/A—4,542-4,542-100%$897.4K———
Colonial Trust Co / SC
N/A—4,518-4,518-100%$892.8K———
Caprock Group, LLC
N/A—4,500-4,500-100%$889.5K———
Founders Financial Alliance, LLC
N/A—4,444-4,444-100%$878.2K———
Financial Alternatives, Inc
N/A—4,402-4,402-100%$869.8K———
Centaurus Financial, Inc.
N/A—4,248-4,248-100%$840.0K———
Crux Wealth Advisors
N/A—4,198-4,198-100%$829.4K———
Empower Advisory Group, LLC
N/A—4,156-4,156-100%$821.2K———
RWA Wealth Partners, LLC
N/A—4,147-4,147-100%$819.5K———
Strategic Financial Partners, Ltd.
N/A—4,133-4,133-100%$816.7K———
Becker Capital Management Inc
N/A—4,099-4,099-100%$810.0K———
United Capital Financial Advisors, LLC
N/A—4,038-4,038-100%$798.1K———
CIBC World Market Inc.
N/A—4,031-4,031-100%$796.5K———
Prelude Capital Management, LLC
N/A—4,000-4,000-100%$790.4K———
Fortis Capital Advisors, LLC
N/A—3,981-3,981-100%$786.6K———
Rockbridge Investment Management, LCC
N/A—3,901-3,901-100%$770.8K———
PFG Investments, LLC
N/A—3,893-3,893-100%$769.3K———
Continuum Advisory, LLC
N/A—3,804-3,804-100%$751.6K———
Brown Brothers Harriman & Co
N/A—3,779-3,779-100%$746.7K———
Amara Financial, Llc.
N/A—3,770-3,770-100%$745.0K———
HighPoint Advisor Group LLC
N/A—3,744-3,744-100%$739.9K———
Trailhead Planners LLC
N/A—3,729-3,729-100%$736.9K———
Keyvantage Wealth, LLC
N/A—3,715-3,715-100%$734.1K———
BFC Planning, Inc.
N/A—3,700-3,700-100%$731.1K———
Vanguard National Trust Co
N/A—3,659-3,659-100%$723.0K———
Yarger Wealth Strategies, LLC
N/A—3,635-3,635-100%$731.8K———
Pasadena Private Wealth, LLC
N/A—3,610-3,610-100%$713.3K———
Huntington National Bank
N/A—3,582-3,582-100%$707.8K———
Trivium Point Advisory, LLC
N/A—3,578-3,578-100%$707.0K———
Elm Partners Management LLC
N/A—3,574-3,574-100%$706.2K———
McNamara Financial Services, Inc.
N/A—3,528-3,528-100%$697.1K———
Curi Capital, LLC
N/A—3,525-3,525-100%$696.6K———
Tower Research Capital LLC (TRC)
N/A—3,515-3,515-100%$694.6K———
Croban
N/A—3,503-3,503-100%$692.2K———
Compass Capital Corp
N/A—3,454-3,454-100%$720.2K———
Empowered Funds, LLC
N/A—3,448-3,448-100%$681.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,443-3,443-100%$680.3K———
Copia Wealth Management
N/A—3,440-3,440-100%$679.7K———
Fidelis Capital Partners, LLC
N/A—3,316-3,316-100%$655.3K———
QRG Capital Management, Inc.
N/A—3,282-3,282-100%$648.5K———
First Trust Advisors LP
N/A—3,265-3,265-100%$645.2K———
C M Bidwell & Associates LTD
N/A—3,248-3,248-100%$641.8K———
Beaird Harris Wealth Management, LLC
N/A—3,235-3,235-100%$639.2K———
Argent Advisors, Inc.
N/A—3,100-3,100-100%$612.6K———
Inspire Advisors, LLC
N/A—3,083-3,083-100%$609.2K———
Rollins Financial Advisors, LLC
N/A—3,035-3,035-100%$599.7K———
Synergy Investment Management, LLC
N/A—2,948-2,948-100%$595.5K———
Baldwin Investment Management, LLC
N/A—2,859-2,859-100%$564.9K———
NorthRock Partners, LLC
N/A—2,856-2,856-100%$564.4K———
MOR Wealth Management, LLC
N/A—2,800-2,800-100%$553.3K———
American Money Management, LLC
N/A—2,797-2,797-100%$552.6K———
Investments & Financial Planning, LLC
N/A—2,674-2,674-100%$528.3K———
VSM Wealth Advisory, LLC
N/A—2,662-2,662-100%$526.1K———
Christine Messmer PC
N/A—2,621-2,621-100%$517.9K———
Capital Asset Managemnet, LLC
N/A—2,571-2,571-100%$508.0K———
Legacy Wealth Managment, LLC
N/A—2,554-2,554-100%$504.7K———
L2 Asset Management, LLC
N/A—2,526-2,526-100%$499.1K———
Freestone Capital Holdings, LLC
N/A—2,510-2,510-100%$496.0K———
GWN Securities Inc.
N/A—2,467-2,467-100%$487.5K———
Range Advisory, LLC
N/A—2,466-2,466-100%$487.3K———
Flputnam Investment Management Co
N/A—2,451-2,451-100%$484.4K———
Bank of Marin
N/A—2,435-2,435-100%$481.2K———
Tyche Wealth Partners LLC
N/A—2,420-2,420-100%$478.2K———
Rehmann Capital Advisory Group
N/A—2,410-2,410-100%$476.2K———
Beckerman Institutional, LLC
N/A—2,390-2,390-100%$471.9K———
Bridges Investment Management Inc
N/A—2,342-2,342-100%$462.8K———
Western Wealth Management, LLC
N/A—2,304-2,304-100%$455.2K———
Coldstream Capital Management Inc
N/A—2,277-2,277-100%$449.9K———
Sierra Capital LLC
N/A—2,272-2,272-100%$448.9K———
Forum Private Client Group LLC
N/A—2,263-2,263-100%$447.2K———
Note Advisors, LLC
N/A—2,263-2,263-100%$447.2K———
TPG Financial Advisors, LLC
N/A—2,241-2,241-100%$442.9K———
Northwest Bancshares, Inc.
N/A—2,217-2,217-100%$438.1K———
Dakota Wealth Management
N/A—2,214-2,214-100%$437.5K———
Whalerock Point Partners, LLC
N/A—2,176-2,176-100%$430.0K———
IFG Advisory, LLC
N/A—2,168-2,168-100%$428.4K———
Octavia Wealth Advisors, LLC
N/A—2,140-2,140-100%$422.8K———
Medallion Wealth Advisors, LLC
N/A—2,118-2,118-100%$423.1K———
Evergreen Wealth Partners LLC
N/A—2,101-2,101-100%$415.1K———
Wrapmanager Inc
N/A—2,092-2,092-100%$413.4K———
HSBC Holdings PLC
N/A—2,052-2,052-100%$405.5K———
Tower Bridge Advisors
N/A—2,025-2,025-100%$400.1K———
Navis Wealth Advisors, LLC
N/A—2,000-2,000-100%$395.2K———
Fuller & Thaler Asset Management, Inc.
N/A—1,983-1,983-100%$391.8K———
Envestnet Portfolio Solutions, Inc.
N/A—1,957-1,957-100%$386.7K———
Wealthspire Retirement, LLC
N/A—1,957-1,957-100%$386.6K———
Heritage Wealth Advisors
N/A—1,949-1,949-100%$385.1K———
Mosaic Financial Group, LLC
N/A—1,943-1,943-100%$384.0K———
Lowery Thomas, LLC
N/A—1,935-1,935-100%$382.3K———
Comprehensive Money Management Services LLC
N/A—1,915-1,915-100%$378.4K———
Truepoint, Inc.
N/A—1,900-1,900-100%$375.4K———
Wealthspan Partners, LLC
N/A—1,891-1,891-100%$373.7K———
Cofg Advisors, LLC
N/A—1,877-1,877-100%$370.9K———
Dorsey & Whitney Trust Co LLC
N/A—1,855-1,855-100%$366.5K———
HTG Investment Advisors, Inc.
N/A—1,850-1,850-100%$365.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,835-1,835-100%$362.7K———
Roundview Capital LLC
N/A—1,765-1,765-100%$348.8K———
Ethos Financial Group, LLC
N/A—1,764-1,764-100%$363.2K———
Compass Advisory Group LLC
N/A—1,745-1,745-100%$344.8K———
Silver Coast Investments LLC
N/A—1,729-1,729-100%$341.6K———
Xcelsior Advisor Partners LLC
N/A—1,715-1,715-100%$338.9K———
Fiduciary Financial Advisors
N/A—1,686-1,686-100%$332.5K———
Barnes Pettey Financial Advisors, LLC
N/A—1,644-1,644-100%$324.9K———
BOK Financial Private Wealth, Inc.
N/A—1,610-1,610-100%$318.1K———
Pine Valley Investments Ltd Liability Co
N/A—1,603-1,603-100%$316.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,603-1,603-100%$316.8K———
Summitry LLC
N/A—1,600-1,600-100%$316.2K———
Paces Ferry Wealth Advisors, LLC
N/A—1,558-1,558-100%$307.9K———
SEI Investments Co
N/A—1,533-1,533-100%$302.9K———
Silvercrest Asset Management Group LLC
N/A—1,524-1,524-100%$301.1K———
Prudent Investors Network, Inc.
N/A—1,503-1,503-100%$297.0K———
Cadence Wealth Management LLC
N/A—1,502-1,502-100%$296.9K———
JPL Wealth Management, LLC
N/A—1,487-1,487-100%$293.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,480-1,480-100%$292.4K———
Holderness Investments Co
N/A—1,479-1,479-100%$292.2K———
Panoramic Investment Advisors, LLC
N/A—1,468-1,468-100%$290.0K———
Operose Advisors LLC
N/A—1,449-1,449-100%$286.4K———
Element Wealth, LLC
N/A—1,440-1,440-100%$284.6K———
Legacy Financial Advisors, Inc.
N/A—1,428-1,428-100%$282.1K———
Theory Financial LLC
N/A—1,406-1,406-100%$277.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,405-1,405-100%$277.6K———
Bogart Wealth, LLC
N/A—1,397-1,397-100%$276.0K———
Advyzon Investment Management, LLC
N/A—1,387-1,387-100%$274.1K———
Oxbow Advisors, LLC
N/A—1,364-1,364-100%$269.5K———
Round Rock Advisors LLC
N/A—1,359-1,359-100%$268.5K———
Ellenbecker Investment Group
N/A—1,332-1,332-100%$263.4K———
Proffitt & Goodson Inc
N/A—1,323-1,323-100%$261.4K———
Private Wealth Asset Management, LLC
N/A—1,321-1,321-100%$261.0K———
Retirement Income Solutions, Inc
N/A—1,313-1,313-100%$242.0K———
Wealth Watch Advisors, Inc
N/A—1,312-1,312-100%$259.3K———
1 North Wealth Services LLC
N/A—1,278-1,278-100%$252.5K———
Marquette Associates, Inc.
N/A—1,267-1,267-100%$250.4K———
Advance Capital Management, Inc.
N/A—1,246-1,246-100%$246.2K———
Kennedy Capital Management LLC
N/A—1,239-1,239-100%$244.8K———
Berger Financial Group, Inc
N/A—1,237-1,237-100%$244.4K———
Blalock Williams, LLC
N/A—1,229-1,229-100%$242.9K———
Sargent Investment Group, LLC
N/A—1,213-1,213-100%$239.8K———
Blom & Howell Financial Planning, Inc.
N/A—1,203-1,203-100%$237.7K———
Hantz Financial Services, Inc.
N/A—1,188-1,188-100%$235.0K———
FPC Investment Advisory, Inc.
N/A—1,182-1,182-100%$239.7K———
Bradley Foster & Sargent Inc
N/A—1,150-1,150-100%$227.2K———
FFT Wealth Management LLC
N/A—1,139-1,139-100%$225.1K———
Axis Wealth Partners, LLC
N/A—1,134-1,134-100%$224.1K———
Allred Capital Management, LLC
N/A—1,127-1,127-100%$223.2K———
Florida Financial Advisors, LLC
N/A—1,127-1,127-100%$222.8K———
Rialto Wealth Management, LLC
N/A—1,109-1,109-100%$219.1K———
Performance Wealth Partners, LLC
N/A—1,102-1,102-100%$217.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,086-1,086-100%$214.5K———
Citadel Advisors LLC
N/A—1,086-1,086-100%$214.6K———
Alexander Labrunerie & Co., Inc.
N/A—1,079-1,079-100%$213.3K———
Geometric Wealth Advisors
N/A—1,058-1,058-100%$209.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,047-1,047-100%$206.9K———
Smartleaf Asset Management LLC
N/A—1,037-1,037-100%$206.1K———
Spirepoint Private Client, LLC
N/A—1,035-1,035-100%$204.5K———
HM Payson & Co
N/A—1,030-1,030-100%$203.5K———
Curio Wealth, LLC
N/A—1,026-1,026-100%$202.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,022-1,022-100%$201.9K———
WNY Asset Management, LLC
N/A—1,021-1,021-100%$201.8K———
ST Germain D J Co Inc
N/A—979-979-100%$193.5K———
Greykasell Wealth Strategies, Inc.
N/A—919-919-100%$181.7K———
Aberdeen Wealth Management LLC
N/A—902-902-100%$178.2K———
Anchor Investment Management, LLC
N/A—848-848-100%$167.6K———
Colonial Trust Advisors
N/A—781-781-100%$154.3K———
Matrix Private Capital Group LLC
N/A—751-751-100%$148.3K———
Basepoint Wealth LLC
N/A—738-738-100%$145.9K———
New Republic Capital, LLC
N/A—734-734-100%$145.0K———
Transamerica Financial Advisors, LLC
N/A—680-680-100%$134.5K———
Marshall Investment Management, LLC
N/A—660-660-100%$130.4K———
Glen Eagle Advisors, LLC
N/A—613-613-100%$121.2K———
N.E.W. Advisory Services LLC
N/A—578-578-100%$114.3K———
Frazier Financial Advisors, LLC
N/A—570-570-100%$112.6K———
Steigerwald, Gordon & Koch Inc.
N/A—545-545-100%$107.7K———
Sachetta, LLC
N/A—480-480-100%$94.8K———
Millstone Evans Group, LLC
N/A—469-469-100%$92.7K———
Keating Financial Advisory Services, Inc.
N/A—466-466-100%$92.1K———
Tanglewood Legacy Advisors, LLC
N/A—436-436-100%$86.2K———
Bank of the Bluegrass & Trust Co.
N/A—435-435-100%$85.1K———
Cordant, Inc.
N/A—423-423-100%$83.6K———
Rothschild Investment LLC
N/A—351-351-100%$69.5K———
Raffa Wealth Management, LLC
N/A—296-296-100%$58.5K———
Ameritas Investment Partners, Inc.
N/A—278-278-100%$55.0K———
Allianz SE
N/A—237-237-100%$46.8K———
PlanVest Financial, Inc
N/A—229-229-100%$45.3K———
Caitlin John, LLC
N/A—228-228-100%$45.0K———
Cornerstone Financial Management LLC
N/A—217-217-100%$42.9K———
MRP Capital Investments, LLC
N/A—215-215-100%$42.5K———
Hamrick Investment Counsel, llc
N/A—200-200-100%$39.5K———
Oakmont Advisory Group, LLC
N/A—194-194-100%$38.3K———
Crews Bank & Trust
N/A—186-186-100%$36.8K———
Oxford Financial Group, Ltd. LLC
N/A—179-179-100%$35.4K———
TD Capital Management LLC
N/A—177-177-100%$34.9K———
Tiaa Wealth Investment Management LLC
N/A—176-176-100%$34.9K———
Prestige Wealth Management Group LLC
N/A—159-159-100%$31.4K———
HHM Wealth Advisors, LLC
N/A—148-148-100%$29.2K———
Atomic Invest LLC
N/A—136-136-100%$27.1K———
Dunhill Financial, LLC
N/A—134-134-100%$26.5K———
SouthState Bank Corp
N/A—133-133-100%$26.3K———
Financial Gravity Companies, Inc.
N/A—123-123-100%$24.3K———
Providence Capital Advisors, LLC
N/A—107-107-100%$21.1K———
Strive Financial Group,LLC
N/A—96-96-100%$19.0K———
Lowe Brockenbrough & Co Inc
N/A—94-94-100%$18.6K———
National Bank of Canada
N/A—87-87-100%$17.2K———
Mcguire Capital Advisors Inc
N/A—86-86-100%$17.0K———
Quent Capital, LLC
N/A—79-79-100%$15.6K———
Pingora Partners LLC
N/A—78-78-100%$15.4K———
Regatta Research & Money Management
N/A—78-78-100%$15.4K———
Westend Capital Management, LLC
N/A—60-60-100%$11.9K———
Aventura Private Wealth, LLC
N/A—56-56-100%$11.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—56-56-100%$11.2K———
Godfrey Financial Associates, Inc.
N/A—53-53-100%$10.5K———
WealthCollab, LLC
N/A—50-50-100%$9.9K———
Ballast Advisors LLC
N/A—45-45-100%$8.9K———
Walsh & Associates, LLC
N/A—44-44-100%$8.7K———
Front Row Advisors LLC
N/A—40-40-100%$8.3K———
HFM Investment Advisors, LLC
N/A—29-29-100%$5.7K———
SHP Wealth Management
N/A—27-27-100%$5.3K———
Graney & King, LLC
N/A—26-26-100%$5.1K———
Sittner & Nelson, LLC
N/A—25-25-100%$4.9K———
Integrity Financial Corp
N/A—25-25-100%$4.9K———
Ameriflex Group, Inc.
N/A—24-24-100%$4.6K———
Motco
N/A—17-17-100%$3.4K———
Hollencrest Capital Management
N/A—17-17-100%$3.4K———
Crewe Advisors LLC
N/A—8-8-100%$1.7K———
Longview Financial Advisors LLC
N/A—5-5-100%$988———
Strategic Wealth Partners, Ltd.
N/A—4-4-100%$790———
MidFirst Bank
N/A—3-3-100%$593———
Topsail Wealth Management, LLC
N/A—2-2-100%$395———
Logan Capital Management Inc
N/A—1-1-100%$176———
Alerus Financial NA
N/A—1-1-100%$198———
Showing 1303 of 1303 institutions