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Vanguard Mid-Cap Growth ETF (VOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares2,130,331 from 2,150,345
Change-20,014 (-1%)
Value$622.3M (-$36.4M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares1,111,850 from 1,104,015
Change+7,835 (+1%)
Value$324.8M (-$13.4M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares1,076,476 from 1,042,640
Change+33,836 (+3%)
Value$314.4M (-$4.9M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares981,312 from 915,170
Change+66,142 (+7%)
Value$286.6M (+$6.3M)
Filed 2026-11-06
Stephens Group Asset Management, LLC
INCREASED
Shares689,650 from 666,327
Change+23,323 (+4%)
Value$201.4M (-$2.6M)
Filed 2026-10-09
Busey Bank
INCREASED
Shares299,249 from 286,146
Change+13,103 (+5%)
Value$87.4M (-$235.9K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares257,322 from 256,751
Change+571 (+0%)
Value$75.2M (-$3.5M)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares239,740 from 235,745
Change+3,995 (+2%)
Value$70.0M (-$2.2M)
Filed 2026-10-21
Everhart Financial Group, Inc.
INCREASED
Shares234,303 from 216,074
Change+18,229 (+8%)
Value$68.4M (+$2.3M)
Filed 2026-10-08
Orgel Wealth Management, LLC
DECREASED
Shares214,701 from 216,318
Change-1,617 (-1%)
Value$62.7M (-$3.5M)
Filed 2026-10-14
Avior Wealth Management, LLC
DECREASED
Shares214,638 from 229,387
Change-14,749 (-6%)
Value$62.7M (-$7.6M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares210,457 from 275,076
Change-64,619 (-23%)
Value$61.5M (-$22.8M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares208,218 from 204,632
Change+3,586 (+2%)
Value$60.8M (-$1.9M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares189,555 from 170,376
Change+19,179 (+11%)
Value$55.4M (+$3.2M)
Filed 2026-10-08
Creative Planning
INCREASED
Shares168,733 from 164,752
Change+3,981 (+2%)
Value$49.3M (-$1.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares167,731 from 162,247
Change+5,484 (+3%)
Value$49.0M (-$702.2K)
Filed 2026-11-02
Trust Co
INCREASED
Shares164,992 from 158,490
Change+6,502 (+4%)
Value$48.2M (-$351.5K)
Filed 2026-10-09
Kwmg, LLC
INCREASED
Shares156,923 from 148,488
Change+8,435 (+6%)
Value$45.8M (+$355.4K)
Filed 2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares111,905 from 87,828
Change+24,077 (+27%)
Value$33.3M (+$6.8M)
Filed 2026-10-13
Presilium Private Wealth, LLC
INCREASED
Shares106,827 from 104,624
Change+2,203 (+2%)
Value$31.2M (-$842.1K)
Filed 2026-10-26
Rodgers & Associates, LTD
DECREASED
Shares105,621 from 106,123
Change-502 (0%)
Value$30.9M (-$1.7M)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED
Shares102,159 from 103,861
Change-1,702 (-2%)
Value$29.8M (-$2.0M)
Filed 2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED
Shares97,518 from 87,025
Change+10,493 (+12%)
Value$28.5M (+$2.0M)
Filed 2026-10-09
Black Diamond Financial, LLC
INCREASED
Shares95,837 from 90,277
Change+5,560 (+6%)
Value$28.0M (+$342.0K)
Filed 2026-10-26
Aire Advisors, LLC
INCREASED
Shares93,030 from 89,854
Change+3,176 (+4%)
Value$27.2M (-$348.2K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares92,583 from 95,528
Change-2,945 (-3%)
Value$27.0M (-$2.2M)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares90,784 from 91,552
Change-768 (-1%)
Value$26.5M (-$1.5M)
Filed 2026-10-30
WoodTrust Financial Corp
DECREASED
Shares89,181 from 92,394
Change-3,213 (-3%)
Value$26.1K (-$28.3M)
Filed 2026-10-09
Praetorian Wealth Management, Inc.
DECREASED
Shares85,194 from 85,200
Change-6 (0%)
Value$24.9M (-$1.2M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares84,252 from 13,278
Change+70,974 (+535%)
Value$24.6M (+$20.5M)
Filed 2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares82,981 from 86,799
Change-3,818 (-4%)
Value$24.2M (-$2.3M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares75,452 from 80,202
Change-4,750 (-6%)
Value$22.0K (-$24.5M)
Filed 2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED
Shares73,477 from 70,970
Change+2,507 (+4%)
Value$21.5M (-$275.7K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares73,281 from 21,300
Change+51,981 (+244%)
Value$21.4M (+$14.9M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares72,645 from 84,780
Change-12,135 (-14%)
Value$21.2M (-$4.7M)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares70,501 from 70,074
Change+427 (+1%)
Value$20.6M (-$870.3K)
Filed 2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares64,686
Change+64,686
Value$18.9M
Filed 2026-10-09
Marion Wealth Management
INCREASED
Shares64,360 from 62,783
Change+1,577 (+3%)
Value$18.8M (-$430.8K)
Filed 2026-10-22
HRC Wealth Management, LLC
DECREASED
Shares63,892 from 63,909
Change-17 (0%)
Value$18.7M (-$912.4K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares57,532 from 57,652
Change-120 (0%)
Value$16.8M (-$853.7K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares56,693 from 56,482
Change+211 (+0%)
Value$16.6M (-$740.7K)
Filed 2026-10-13
Clayton Financial Group LLC
INCREASED
Shares54,983 from 54,129
Change+854 (+2%)
Value$16.1M (-$519.3K)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares51,424 from 50,086
Change+1,338 (+3%)
Value$15.0M (-$320.2K)
Filed 2026-10-21
Inspire Trust Co, N.A.
INCREASED
Shares51,000 from 43,500
Change+7,500 (+17%)
Value$14.9M (+$1.6M)
Filed 2026-11-05
Old National Bancorp
INCREASED
Shares50,894 from 48,213
Change+2,681 (+6%)
Value$14.9M (+$98.5K)
Filed 2026-10-20
Roberts Financial Services LLC
INCREASED
Shares49,837 from 49,278
Change+559 (+1%)
Value$14.6M (-$536.4K)
Filed 2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED
Shares46,707 from 46,550
Change+157 (+0%)
Value$13.8M (-$371.6K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares46,497 from 47,587
Change-1,090 (-2%)
Value$13.6M (-$994.1K)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares46,063 from 45,110
Change+953 (+2%)
Value$13.5M (-$362.2K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares45,638 from 46,285
Change-647 (-1%)
Value$13.3M (-$846.2K)
Filed 2026-10-15
Davis Investment Partners, LLC
DECREASED
Shares44,279 from 44,287
Change-8 (0%)
Value$12.9M (-$631.0K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares43,843 from 29,192
Change+14,651 (+50%)
Value$13.4M (+$4.5M)
Filed 2026-11-06
Wolff Financial Management LLC
DECREASED
Shares43,487 from 43,491
Change-4 (0%)
Value$12.7M (-$618.9K)
Filed 2026-10-23
Bokf, NA
INCREASED
Shares43,005 from 42,617
Change+388 (+1%)
Value$12.6M (-$491.8K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares42,759 from 42,929
Change-170 (0%)
Value$12.5M (-$659.5K)
Filed 2026-10-27
Eagle Strategies LLC
INCREASED
Shares42,745 from 41,338
Change+1,407 (+3%)
Value$12.5M (-$176.0K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares41,614 from 44,532
Change-2,918 (-7%)
Value$12.2M (-$1.5M)
Filed 2026-11-03
Fusion Capital, LLC
INCREASED
Shares41,537 from 40,231
Change+1,306 (+3%)
Value$12.1M (-$189.7K)
Filed 2026-10-28
Provident Wealth Management, LLC
DECREASED
Shares40,250 from 54,971
Change-14,721 (-27%)
Value$11.8M (-$5.1M)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares40,235 from 40,809
Change-574 (-1%)
Value$11.8M (-$747.0K)
Filed 2026-10-28
Marietta Wealth Management, LLC
DECREASED
Shares39,937 from 40,200
Change-263 (-1%)
Value$11.6M (-$704.4K)
Filed 2026-10-22
Gladwyn Financial Advisors, Inc.
DECREASED
Shares39,723 from 39,761
Change-38 (0%)
Value$11.6M (-$575.6K)
Filed 2026-10-05
Sage Financial Group Inc
INCREASED
Shares38,368 from 37,754
Change+614 (+2%)
Value$11.2M (-$356.7K)
Filed 2026-10-27
RTD Financial Advisors, Inc.
DECREASED
Shares36,126 from 36,547
Change-421 (-1%)
Value$10.6M (-$641.9K)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares35,702 from 28,667
Change+7,035 (+25%)
Value$10.4M (+$1.6M)
Filed 2026-10-16
Prosperity Planning, Inc.
INCREASED
Shares35,186 from 34,198
Change+988 (+3%)
Value$10.3M (-$197.3K)
Filed 2026-10-09
Bare Financial Services, Inc
INCREASED
Shares35,076 from 34,210
Change+866 (+3%)
Value$10.2M (-$232.8K)
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares34,592 from 32,220
Change+2,372 (+7%)
Value$10.1M (+$235.5K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares34,529 from 34,121
Change+408 (+1%)
Value$10.1M (-$365.2K)
Filed 2026-11-06
Lmcg Investments, LLC
DECREASED
Shares32,672 from 33,657
Change-985 (-3%)
Value$9.5M (-$765.6K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
DECREASED
Shares32,396 from 32,765
Change-369 (-1%)
Value$9.5M (-$573.0K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares31,608 from 29,540
Change+2,068 (+7%)
Value$9.2M (+$184.6K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares31,267 from 30,695
Change+572 (+2%)
Value$9.1M (-$268.8K)
Filed 2026-10-13
Hapanowicz & Associates Financial Services, Inc
DECREASED
Shares29,198 from 30,605
Change-1,407 (-5%)
Value$8.5M (-$846.2K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares28,675 from 28,681
Change-6 (0%)
Value$8.4M (-$409.0K)
Filed 2026-11-02
MMA Asset Management LLC
INCREASED
Shares28,179 from 27,452
Change+727 (+3%)
Value$8.2M (-$177.5K)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares24,936 from 25,720
Change-784 (-3%)
Value$7.3M (-$594.2K)
Filed 2026-10-30
Aufman Associates Inc
INCREASED
Shares24,715 from 24,429
Change+286 (+1%)
Value$7.2M (-$263.2K)
Filed 2026-11-04
Highland Capital Management, LLC
DECREASED
Shares24,150 from 24,261
Change-111 (0%)
Value$7.1M (-$376.9K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares23,942 from 12,456
Change+11,486 (+92%)
Value$7.0M (+$3.2M)
Filed 2026-11-05
Eclectic Associates Inc
DECREASED
Shares23,600 from 24,445
Change-845 (-3%)
Value$6.9M (-$593.3K)
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares23,591 from 24,746
Change-1,155 (-5%)
Value$6.9M (-$688.8K)
Filed 2026-10-05
Greenup Street Wealth Management LLC
DECREASED
Shares23,554 from 36,567
Change-13,013 (-36%)
Value$6.9M (-$4.3M)
Filed 2026-10-28
Kieckhefer Group LLC
DECREASED
Shares23,526 from 23,527
Change-1 (0%)
Value$6.9M (-$334.3K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares23,484 from 9,676
Change+13,808 (+143%)
Value$6.9M (+$3.9M)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares23,364 from 22,278
Change+1,086 (+5%)
Value$6.8M (+$919)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
DECREASED
Shares23,291 from 23,462
Change-171 (-1%)
Value$6.8M (-$383.1K)
Filed 2026-10-28
IVC Wealth Advisors LLC
INCREASED
Shares23,039 from 22,659
Change+380 (+2%)
Value$6.7M (-$210.6K)
Filed 2026-10-23
Genesis Private Wealth, LLC
INCREASED
Shares22,908 from 22,714
Change+194 (+1%)
Value$6.7M (-$265.9K)
Filed 2026-11-02
Zeit Capital LLC
DECREASED
Shares22,672 from 22,803
Change-131 (-1%)
Value$6.6M (-$362.0K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares22,575 from 22,084
Change+491 (+2%)
Value$6.6M (-$170.2K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares22,496 from 22,679
Change-183 (-1%)
Value$6.6M (-$375.7K)
Filed 2026-10-23
First United Bank & Trust
INCREASED
Shares22,270 from 21,625
Change+645 (+3%)
Value$6.5M (-$118.7K)
Filed 2026-10-22
Arch Global Advisors, LLC
INCREASED
Shares21,995 from 21,204
Change+791 (+4%)
Value$6.4M (-$70.0K)
Filed 2026-10-23
Tenret Co LLC
NEW
Shares21,960
Change+21,960
Value$6.4M
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,905 from 21,062
Change+843 (+4%)
Value$6.4M (-$52.7K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares20,998 from 19,343
Change+1,655 (+9%)
Value$6.1K (-$5.9M)
Filed 2026-10-26
Councilor Wealth, LLC
DECREASED
Shares19,753 from 20,053
Change-300 (-1%)
Value$5.8M (-$372.3K)
Filed 2026-10-09
Aprio Wealth Management, LLC
DECREASED
Shares19,747 from 21,786
Change-2,039 (-9%)
Value$5.8M (-$904.7K)
Filed 2026-10-28
rebel Financial LLC
INCREASED
Shares19,110 from 12,751
Change+6,359 (+50%)
Value$5.6M (+$1.7M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares19,064 from 19,454
Change-390 (-2%)
Value$5.6M (-$390.2K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares18,927 from 21,312
Change-2,385 (-11%)
Value$5.5M (-$999.3K)
Filed 2026-10-16
Linscomb Wealth, Inc.
INCREASED
Shares18,247 from 16,286
Change+1,961 (+12%)
Value$5.3M (+$341.5K)
Filed 2026-11-05
Baring Financial LLC
INCREASED
Shares17,962 from 17,538
Change+424 (+2%)
Value$5.2M (-$125.4K)
Filed 2026-10-07
Fifth Third Securities, Inc.
DECREASED
Shares17,816 from 19,124
Change-1,308 (-7%)
Value$5.2M (-$653.6K)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares17,752 from 17,741
Change+11 (+0%)
Value$5.2M (-$248.6K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares17,516 from 17,515
Change+1 (+0%)
Value$5.1M (-$248.3K)
Filed 2026-11-05
Savant Capital, LLC
DECREASED
Shares17,336 from 31,508
Change-14,172 (-45%)
Value$5.1M (-$3.9M)
Filed 2026-11-06
CX Institutional
INCREASED
Shares17,253 from 15,924
Change+1,329 (+8%)
Value$5.0K (+$162)
Filed 2026-10-02
Mather Group, Llc.
DECREASED
Shares16,491 from 16,501
Change-10 (0%)
Value$4.8M (-$237.2K)
Filed 2026-10-14
Titleist Asset Management, LLC
DECREASED
Shares16,297 from 16,642
Change-345 (-2%)
Value$4.8M (-$336.9K)
Filed 2026-10-08
Brighton Jones LLC
INCREASED
Shares16,243 from 16,139
Change+104 (+1%)
Value$4.7M (-$198.9K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares15,810 from 28,441
Change-12,631 (-44%)
Value$4.6K (-$8.7M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares15,216 from 14,561
Change+655 (+5%)
Value$4.4M (-$15.5K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares14,265 from 14,748
Change-483 (-3%)
Value$4.2M (-$350.4K)
Filed 2026-10-15
White Lighthouse Investment Management Inc.
INCREASED
Shares14,257 from 13,586
Change+671 (+5%)
Value$4.2M (+$3.0K)
Filed 2026-10-21
Ifrah Financial Services, Inc.
DECREASED
Shares14,133 from 14,496
Change-363 (-2%)
Value$4.1M (-$311.9K)
Filed 2026-10-13
Sylvest Advisors, LLC
INCREASED
Shares14,059 from 1,223
Change+12,836 (+1050%)
Value$4.1M (+$3.7M)
Filed 2026-10-26
Cohen Klingenstein LLC
INCREASED
Shares13,984 from 13,922
Change+62 (+0%)
Value$4.1M (-$179.6K)
Filed 2026-10-15
Clark Financial Services Group Inc
DECREASED
Shares13,779 from 13,813
Change-34 (0%)
Value$4.0M (-$206.0K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares13,722 from 13,030
Change+692 (+5%)
Value$4.0M (+$17.2K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares13,687 from 19,252
Change-5,565 (-29%)
Value$4.0M (-$1.9M)
Filed 2026-10-07
MidAtlantic Capital Management, Inc.
INCREASED
Shares13,605 from 13,601
Change+4 (+0%)
Value$4.0M (-$192.2K)
Filed 2026-11-05
Berman McAleer LLC
INCREASED
Shares13,464 from 13,424
Change+40 (+0%)
Value$3.9M (-$178.9K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares13,299 from 12,289
Change+1,010 (+8%)
Value$3.9M (+$314.5K)
Filed 2026-11-02
MSH Capital Advisors LLC
DECREASED
Shares13,201 from 13,225
Change-24 (0%)
Value$3.9M (-$194.8K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
DECREASED
Shares13,177 from 13,223
Change-46 (0%)
Value$3.8M (-$201.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares12,819 from 13,859
Change-1,040 (-7%)
Value$3.7M (-$500.5K)
Filed 2026-11-05
Mustard Seed Financial, LLC
INCREASED
Shares12,743 from 12,319
Change+424 (+3%)
Value$3.7M (-$51.1K)
Filed 2026-10-30
Wedmont Private Capital
DECREASED
Shares12,730 from 13,161
Change-431 (-3%)
Value$3.8M (-$186.2K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED
Shares12,297 from 12,325
Change-28 (0%)
Value$3.6M (-$183.2K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares12,266 from 12,900
Change-634 (-5%)
Value$3.7M (-$287.2K)
Filed 2026-10-13
SilverOak Wealth Management LLC
DECREASED
Shares12,074 from 12,200
Change-126 (-1%)
Value$3.5M (-$210.0K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares12,032 from 12,063
Change-31 (0%)
Value$3.5M (-$180.4K)
Filed 2026-10-27
Moody National Bank Trust Division
DECREASED
Shares12,029 from 12,112
Change-83 (-1%)
Value$3.5M (-$196.2K)
Filed 2026-10-06
Juncture Wealth Strategies, LLC
DECREASED
Shares11,968 from 12,028
Change-60 (0%)
Value$3.5M (-$188.3K)
Filed 2026-10-06
Vise Technologies, Inc.
INCREASED
Shares11,905 from 11,364
Change+541 (+5%)
Value$3.5M (-$3.2K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares11,655 from 10,960
Change+695 (+6%)
Value$3.4M (+$47.5K)
Filed 2026-10-28
Steph & Co
DECREASED
Shares11,646 from 11,722
Change-76 (-1%)
Value$3.4M (-$188.7K)
Filed 2026-10-07
Sagace Wealth Management LLC
DECREASED
Shares11,577 from 15,823
Change-4,246 (-27%)
Value$3.4M (-$1.5M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares11,577 from 11,562
Change+15 (+0%)
Value$3.3M (-$83.0K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
INCREASED
Shares11,551 from 11,514
Change+37 (+0%)
Value$3.4M (-$152.6K)
Filed 2026-10-28
First Premier Bank
INCREASED
Shares11,520 from 8,525
Change+2,995 (+35%)
Value$3.4K (+$753)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares11,511 from 11,743
Change-232 (-2%)
Value$3.4M (-$234.5K)
Filed 2026-11-06
Lionshead Wealth Management, LLC
INCREASED
Shares11,431 from 11,030
Change+401 (+4%)
Value$3.3M (-$39.4K)
Filed 2026-10-21
Strategic Wealth Advisors LLC
INCREASED
Shares11,414 from 10,899
Change+515 (+5%)
Value$3.3M (+$3.3M)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares11,373 from 11,268
Change+105 (+1%)
Value$3.3M (-$129.3K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
DECREASED
Shares11,313 from 11,512
Change-199 (-2%)
Value$3.3M (-$221.6K)
Filed 2026-10-09
Founders Financial Securities LLC
INCREASED
Shares11,297 from 10,402
Change+895 (+9%)
Value$3.3M (+$113.7K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
DECREASED
Shares11,110 from 11,298
Change-188 (-2%)
Value$3.2M (-$215.4K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares10,967 from 12,486
Change-1,519 (-12%)
Value$3.1M (-$682.9K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED
Shares10,965 from 10,965
Change0 (0%)
Value$3.2M (-$155.7K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares10,947 from 10,587
Change+360 (+3%)
Value$3.2M (-$45.3K)
Filed 2026-11-04
Thrive Capital Management, LLC
INCREASED
Shares10,740 from 9,161
Change+1,579 (+17%)
Value$3.1M (+$330.9K)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED
Shares10,546 from 10,128
Change+418 (+4%)
Value$3.1M (-$21.9K)
Filed 2026-11-04
Tower View Wealth Management LLC
DECREASED
Shares10,370 from 10,677
Change-307 (-3%)
Value$3.0M (-$241.4K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares9,934 from 6,102
Change+3,832 (+63%)
Value$2.9K (-$1.9M)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares9,924 from 9,921
Change+3 (+0%)
Value$2.9K (-$140)
Filed 2026-10-27
Lodestar Private Asset Management LLC
NEW
Shares9,529
Change+9,529
Value$2.8M
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares9,503 from 9,545
Change-42 (0%)
Value$2.8M (-$147.6K)
Filed 2026-10-27
Intergy Private Wealth, LLC
UNCHANGED
Shares9,481 from 9,481
Change0 (0%)
Value$2.8M (-$134.6K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED
Shares9,359 from 9,434
Change-75 (-1%)
Value$2.7M (-$155.9K)
Filed 2026-10-30
LeConte Wealth Management, LLC
DECREASED
Shares9,307 from 10,282
Change-975 (-9%)
Value$2.7M (-$430.8K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares9,091 from 9,086
Change+5 (+0%)
Value$2.7M (-$127.5K)
Filed 2026-10-21
Willis Johnson Wealth, Inc.
DECREASED
Shares8,734 from 9,012
Change-278 (-3%)
Value$2.6M (-$209.2K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares8,503 from 9,580
Change-1,077 (-11%)
Value$2.5M (-$450.7K)
Filed 2026-11-04
Cooksen Wealth, LLC
DECREASED
Shares8,486 from 8,578
Change-92 (-1%)
Value$2.6M (-$60.6K)
Filed 2026-10-13
Stevens Capital Partners
DECREASED
Shares8,443 from 8,718
Change-275 (-3%)
Value$2.5M (-$204.4K)
Filed 2026-10-29
1834 Investment Advisors Co
INCREASED
Shares8,387 from 7,926
Change+461 (+6%)
Value$2.4M (+$22.1K)
Filed 2026-10-16
Cordoba Advisory Partners LLC
INCREASED
Shares8,259 from 7,263
Change+996 (+14%)
Value$2.4M (+$193.1K)
Filed 2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED
Shares8,254 from 8,559
Change-305 (-4%)
Value$2.4M (-$210.7K)
Filed 2026-10-27
Coquina Private Wealth LLC
INCREASED
Shares8,222 from 1,241
Change+6,981 (+563%)
Value$2.4M (+$2.0M)
Filed 2026-10-27
Americana Partners, LLC
UNCHANGED
Shares8,130 from 8,130
Change0 (0%)
Value$2.4M (-$115.4K)
Filed 2026-10-28
Kassira Wealth Management LLC
DECREASED
Shares8,093 from 8,108
Change-15 (0%)
Value$2.4M (-$119.5K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares7,978 from 8,521
Change-543 (-6%)
Value$2.3M (-$279.6K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
DECREASED
Shares7,969 from 8,059
Change-90 (-1%)
Value$2.3M (-$140.7K)
Filed 2026-10-14
ERn Financial, LLC
DECREASED
Shares7,953 from 8,101
Change-148 (-2%)
Value$2.3M (-$158.4K)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares7,952 from 8,033
Change-81 (-1%)
Value$2.3M (-$137.7K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED
Shares7,918 from 7,961
Change-43 (-1%)
Value$2.3M (-$125.7K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares7,869 from 6,704
Change+1,165 (+17%)
Value$2.3M (+$267.5K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares7,680 from 7,745
Change-65 (-1%)
Value$2.2M (-$128.9K)
Filed 2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED
Shares7,329 from 7,329
Change0 (0%)
Value$2.1K (-$104)
Filed 2026-10-13
Washington Trust Advisors, Inc.
INCREASED
Shares7,286 from 7,011
Change+275 (+4%)
Value$2.1M (-$19.3K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares7,282 from 6,426
Change+856 (+13%)
Value$2.1M (+$158.8K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares7,169 from 8,380
Change-1,211 (-14%)
Value$2.1M (-$472.7K)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares7,153 from 7,180
Change-27 (0%)
Value$2.1M (-$109.8K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares7,124 from 7,092
Change+32 (+0%)
Value$2.1M (-$86.6K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares7,063 from 7,080
Change-17 (0%)
Value$2.1M (-$63.0K)
Filed 2026-10-20
Friday Financial
INCREASED
Shares7,057 from 4,887
Change+2,170 (+44%)
Value$2.1M (+$611.8K)
Filed 2026-10-09
Fee-Only Financial Planning, L.C.
DECREASED
Shares7,045 from 7,093
Change-48 (-1%)
Value$2.1M (-$114.7K)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares7,005 from 7,205
Change-200 (-3%)
Value$2.0M (-$160.7K)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares6,990 from 5,962
Change+1,028 (+17%)
Value$2.0M (+$215.7K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares6,938 from 4,417
Change+2,521 (+57%)
Value$2.0M (+$673.8K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares6,752 from 6,667
Change+85 (+1%)
Value$2.0M (-$69.8K)
Filed 2026-10-26
Capital Squared Financial LLC
INCREASED
Shares6,729 from 6,130
Change+599 (+10%)
Value$2.0M (+$87.7K)
Filed 2026-10-30
Summit Wealth Group LLC / Co
DECREASED
Shares6,719 from 7,741
Change-1,022 (-13%)
Value$2.0M (-$408.4K)
Filed 2026-10-29
Waystone Advisors LLC
DECREASED
Shares6,617 from 6,645
Change-28 (0%)
Value$2.0M (-$8.6K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares6,504 from 6,451
Change+53 (+1%)
Value$1.9M (-$76.1K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares6,444 from 6,346
Change+98 (+2%)
Value$1.9M (-$61.6K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
NEW
Shares6,416
Change+6,416
Value$1.9M
Filed 2026-11-04
Apollon Financial, LLC
INCREASED
Shares6,363 from 4,969
Change+1,394 (+28%)
Value$1.9M (+$336.5K)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares6,282 from 6,523
Change-241 (-4%)
Value$1.8M (-$162.9K)
Filed 2026-11-06
Community Financial Services Group, LLC
UNCHANGED
Shares6,231 from 6,231
Change0 (0%)
Value$1.8M (-$56.0K)
Filed 2026-10-15
Mascagni Wealth Management, Inc.
DECREASED
Shares6,219 from 6,223
Change-4 (0%)
Value$1.8M (-$89.4K)
Filed 2026-10-23
Weinberger Asset Management, Inc
DECREASED
Shares6,214 from 6,343
Change-129 (-2%)
Value$1.8M (-$59.5K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares6,200
Change+6,200
Value$1.8M
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares6,187 from 1,123
Change+5,064 (+451%)
Value$1.8M (+$1.5M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED
Shares6,136 from 6,317
Change-181 (-3%)
Value$1.8M (-$142.6K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
DECREASED
Shares6,115 from 6,128
Change-13 (0%)
Value$1.8M (-$91.0K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares6,040 from 8,985
Change-2,945 (-33%)
Value$1.8M (-$987.8K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$1.8M (-$85.8K)
Filed 2026-10-07
Joel Isaacson & Co., LLC
DECREASED
Shares5,916 from 6,076
Change-160 (-3%)
Value$1.7M (-$133.1K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares5,861 from 5,936
Change-75 (-1%)
Value$1.7M (-$106.2K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares5,852 from 6,132
Change-280 (-5%)
Value$1.7M (-$168.9K)
Filed 2026-10-19
UMB Bank, n.a.
DECREASED
Shares5,757 from 6,069
Change-312 (-5%)
Value$1.7M (-$177.3K)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares5,660 from 5,800
Change-140 (-2%)
Value$1.7M (-$123.3K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares5,588 from 5,717
Change-129 (-2%)
Value$1.6M (-$118.9K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,564 from 5,673
Change-109 (-2%)
Value$1.6M (-$112.5K)
Filed 2026-10-23
Strategic Wealth Investment Group, LLC
DECREASED
Shares5,470 from 5,499
Change-29 (-1%)
Value$1.6M (-$86.6K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares5,440 from 2,720
Change+2,720 (+100%)
Value$1.6M (+$755.9K)
Filed 2026-10-23
Falcon Wealth Planning
DECREASED
Shares5,432 from 5,664
Change-232 (-4%)
Value$1.6M (-$148.4K)
Filed 2026-11-06
Wealth Preservation Advisors, LLC
INCREASED
Shares5,422 from 4,027
Change+1,395 (+35%)
Value$1.6M (+$350.2K)
Filed 2026-11-05
Ironwood Financial, llc
INCREASED
Shares5,394 from 4,530
Change+864 (+19%)
Value$1.6M (+$218.5K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares5,387 from 3,660
Change+1,727 (+47%)
Value$1.6M (+$452.5K)
Filed 2026-10-22
Legacy Edge Advisors, LLC
INCREASED
Shares5,382 from 4,960
Change+422 (+9%)
Value$1.6M (+$52.8K)
Filed 2026-11-06
Michels Family Financial, LLC
INCREASED
Shares5,333 from 5,210
Change+123 (+2%)
Value$1.6M (-$37.9K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares5,297 from 4,985
Change+312 (+6%)
Value$1.5M (+$20.3K)
Filed 2026-11-04
FC Advisory LLC
INCREASED
Shares5,265 from 4,973
Change+292 (+6%)
Value$1.5M (+$14.6K)
Filed 2026-10-05
Spire Wealth Management
INCREASED
Shares5,130 from 4,853
Change+277 (+6%)
Value$1.5M (+$12.2K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares5,102 from 5,040
Change+62 (+1%)
Value$1.5M (-$53.6K)
Filed 2026-11-04
Center For Asset Management LLC
DECREASED
Shares5,091 from 5,276
Change-185 (-4%)
Value$1.5M (-$128.9K)
Filed 2026-10-16
Uptick Partners, LLC
DECREASED
Shares5,090 from 5,526
Change-436 (-8%)
Value$1.5M (-$205.9K)
Filed 2026-11-04
Warner Financial, Inc
INCREASED
Shares5,019 from 5,014
Change+5 (+0%)
Value$1.5M (-$69.9K)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares4,985 from 4,982
Change+3 (+0%)
Value$1.5M (-$69.8K)
Filed 2026-11-04
Pennsylvania Capital Management Inc
UNCHANGED
Shares4,882 from 4,882
Change0 (0%)
Value$1.4M (-$69.3K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares4,859 from 3,465
Change+1,394 (+40%)
Value$1.4M (+$357.6K)
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares4,762 from 4,837
Change-75 (-2%)
Value$1.4M (-$90.5K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares4,754 from 4,763
Change-9 (0%)
Value$1.4M (-$70.3K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares4,723 from 7,515
Change-2,792 (-37%)
Value$1.4K (-$2.3M)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares4,705 from 3,307
Change+1,398 (+42%)
Value$1.4M (+$361.4K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED
Shares4,691 from 4,706
Change-15 (0%)
Value$1.4M (-$71.2K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares4,615 from 4,772
Change-157 (-3%)
Value$1.3M (-$113.7K)
Filed 2026-10-28
Principle Wealth Partners LLC
UNCHANGED
Shares4,591 from 4,591
Change0 (0%)
Value$1.3M (-$65.2K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares4,575 from 4,599
Change-24 (-1%)
Value$1.3M (-$72.1K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares4,568 from 4,396
Change+172 (+4%)
Value$1.3K (-$1.3M)
Filed 2026-10-22
Evergreen Wealth Management, LLC
DECREASED
Shares4,523 from 4,537
Change-14 (0%)
Value$1.3M (-$68.7K)
Filed 2026-11-06
Beacon Advisors Holdings, LLC
DECREASED
Shares4,498 from 4,672
Change-174 (-4%)
Value$1.3M (-$117.2K)
Filed 2026-10-27
Mainstream Capital Management LLC
DECREASED
Shares4,315 from 5,764
Change-1,449 (-25%)
Value$1.3M (-$505.1K)
Filed 2026-10-23
Autumn Glory Partners, LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$1.3M (-$61.1K)
Filed 2026-10-26
Royal Fund Management, LLC
DECREASED
Shares4,293 from 4,448
Change-155 (-3%)
Value$1.3M (-$108.3K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares4,292 from 4,361
Change-69 (-2%)
Value$1.3M (-$82.2K)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares4,279 from 4,279
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Beacon Financial Planning, Inc
INCREASED
Shares4,238 from 4,234
Change+4 (+0%)
Value$1.2M (-$59.0K)
Filed 2026-11-04
Fairscale Capital, LLC
DECREASED
Shares4,221 from 4,277
Change-56 (-1%)
Value$1.2M (-$100.7K)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares4,124 from 4,115
Change+9 (+0%)
Value$1.2M (-$55.8K)
Filed 2026-10-13
Capital Management Associates, Inc
DECREASED
Shares4,085 from 5,443
Change-1,358 (-25%)
Value$1.2M (-$474.0K)
Filed 2026-10-20
DeLarme Wealth Management, Inc.
INCREASED
Shares3,988 from 3,973
Change+15 (+0%)
Value$1.2M (-$52.0K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
INCREASED
Shares3,962 from 3,253
Change+709 (+22%)
Value$1.2M (+$161.0K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED
Shares3,955 from 4,497
Change-542 (-12%)
Value$1.2M (-$222.2K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares3,930 from 3,933
Change-3 (0%)
Value$1.1M (-$56.9K)
Filed 2026-11-03
Members Wealth LLC
DECREASED
Shares3,883 from 3,927
Change-44 (-1%)
Value$1.2M (-$37.2K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,878 from 3,878
Change0 (0%)
Value$1.1M (-$55.1K)
Filed 2026-10-05
Whitegate Investment Counselors, Inc.
INCREASED
Shares3,852 from 3,851
Change+1 (+0%)
Value$1.1M (-$54.5K)
Filed 2026-11-02
Shira Ridge Wealth Management
DECREASED
Shares3,830 from 4,232
Change-402 (-9%)
Value$1.1M (-$177.6K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,823 from 3,001
Change+822 (+27%)
Value$1.1M (+$197.5K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares3,801 from 3,801
Change0 (0%)
Value$1.1M (-$575.9K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
DECREASED
Shares3,794 from 3,874
Change-80 (-2%)
Value$1.1M (-$78.4K)
Filed 2026-10-20
XML Financial, LLC
DECREASED
Shares3,780 from 3,828
Change-48 (-1%)
Value$1.1M (-$68.5K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
INCREASED
Shares3,773 from 3,768
Change+5 (+0%)
Value$1.1M (-$52.0K)
Filed 2026-10-29
SC&H Financial Advisors, Inc.
DECREASED
Shares3,707 from 3,751
Change-44 (-1%)
Value$1.1M (-$66.1K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,642 from 3,053
Change+589 (+19%)
Value$1.1M (+$128.8K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares3,632 from 3,599
Change+33 (+1%)
Value$1.1M (-$41.5K)
Filed 2026-10-08
Zions Bancorporation, National Association
DECREASED
Shares3,603 from 3,632
Change-29 (-1%)
Value$1.1M (-$60.0K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares3,602 from 3,534
Change+68 (+2%)
Value$1.1M (-$30.1K)
Filed 2026-11-05
Collective Family Office LLC
INCREASED
Shares3,602 from 3,551
Change+51 (+1%)
Value$1.1M (-$35.5K)
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,584 from 3,938
Change-354 (-9%)
Value$1.0M (-$159.2K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares3,562 from 3,570
Change-8 (0%)
Value$1.0M (-$53.0K)
Filed 2026-10-22
Geneva Partners, LLC
INCREASED
Shares3,529 from 3,527
Change+2 (+0%)
Value$1.0M (-$49.7K)
Filed 2026-10-26
TME Financial, Inc.
DECREASED
Shares3,512 from 5,337
Change-1,825 (-34%)
Value$1.0M (-$608.9K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares3,481 from 3,614
Change-133 (-4%)
Value$1.0M (-$90.1K)
Filed 2026-11-04
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,472 from 3,472
Change0 (0%)
Value$1.0M (-$49.1K)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$1.0M (-$43.3K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares3,438 from 3,776
Change-338 (-9%)
Value$1.0M (-$152.3K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares3,425
Change+3,425
Value$1.0M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,425 from 3,421
Change+4 (+0%)
Value$1.0M (-$47.3K)
Filed 2026-10-14
World Equity Group, Inc.
INCREASED
Shares3,402 from 2,995
Change+407 (+14%)
Value$993.7K (+$76.4K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares3,383 from 1,965
Change+1,418 (+72%)
Value$969.4K (+$380.7K)
Filed 2026-11-03
Independence Asset Advisors, LLC
INCREASED
Shares3,335 from 3,331
Change+4 (+0%)
Value$974.1K (-$46.1K)
Filed 2026-10-23
Advisory Solutions Group, LLC
NEW
Shares3,328
Change+3,328
Value$972.1K
Filed 2026-10-14
First Financial Bank - Trust Division
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$972.1K (-$47.3K)
Filed 2026-10-01
Finward Bancorp
DECREASED
Shares3,310 from 3,535
Change-225 (-6%)
Value$966.9K (-$115.9K)
Filed 2026-10-14
Richard P Slaughter Associates Inc
DECREASED
Shares3,263 from 4,199
Change-936 (-22%)
Value$953.1K (-$333.1K)
Filed 2026-10-13
Briggs Wealth Management, Inc
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$952.8K (-$46.3K)
Filed 2026-10-26
Ritholtz Wealth Management
DECREASED
Shares3,247 from 3,295
Change-48 (-1%)
Value$948.4K (-$60.8K)
Filed 2026-11-05
Calamos Wealth Management LLC
DECREASED
Shares3,196 from 3,226
Change-30 (-1%)
Value$933.6K (-$54.6K)
Filed 2026-11-02
Jnba Financial Advisors
DECREASED
Shares3,194 from 3,302
Change-108 (-3%)
Value$932.8K (-$78.4K)
Filed 2026-11-03
Provident Living Financial Services, Inc.
UNCHANGED
Shares3,096 from 3,096
Change0 (0%)
Value$886.9K (-$61.3K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares3,080 from 2,998
Change+82 (+3%)
Value$899.7K (-$18.6K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares3,075 from 2,257
Change+818 (+36%)
Value$904.9K (+$213.6K)
Filed 2026-11-05
Gryphon Financial Partners LLC
DECREASED
Shares3,061 from 3,069
Change-8 (0%)
Value$894.2K (-$45.7K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares3,053 from 2,664
Change+389 (+15%)
Value$900.5K (+$90.8K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares3,026 from 3,083
Change-57 (-2%)
Value$883.9K (-$60.4K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares2,994 from 3,061
Change-67 (-2%)
Value$874.4K (-$63.2K)
Filed 2026-10-29
Norden Group LLC
DECREASED
Shares2,978 from 3,006
Change-28 (-1%)
Value$869.9K (-$50.7K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares2,964 from 2,515
Change+449 (+18%)
Value$865.9K (+$95.4K)
Filed 2026-11-02
Waller Financial Planning Group, Inc
DECREASED
Shares2,956 from 3,025
Change-69 (-2%)
Value$863.6K (-$63.0K)
Filed 2026-10-07
Greenwood Gearhart LLC
INCREASED
Shares2,952 from 2,948
Change+4 (+0%)
Value$862.3K (-$40.7K)
Filed 2026-11-02
Aviso Wealth Management
INCREASED
Shares2,923 from 2,867
Change+56 (+2%)
Value$853.7K (-$24.7K)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares2,906 from 47,004
Change-44,098 (-94%)
Value$865.5K (-$13.5M)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares2,901 from 3,766
Change-865 (-23%)
Value$847.4K (-$306.1K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares2,847 from 2,820
Change+27 (+1%)
Value$831.7K (-$32.1K)
Filed 2026-10-22
15 Wealth Advisors LLC
NEW
Shares2,813
Change+2,813
Value$821.4K
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares2,805 from 2,429
Change+376 (+15%)
Value$819.3K (+$76.7K)
Filed 2026-11-05
LightSquare Wealth Management, LLC
DECREASED
Shares2,800 from 2,992
Change-192 (-6%)
Value$818.0K (-$98.5K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares2,797 from 2,845
Change-48 (-2%)
Value$816.9K (-$54.4K)
Filed 2026-10-19
Kanawha Capital Management LLC
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$808.2K (-$39.3K)
Filed 2026-10-19
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares2,727 from 2,725
Change+2 (+0%)
Value$796.4K (-$38.2K)
Filed 2026-11-03
Bouvel Investment Partners, LLC
INCREASED
Shares2,715 from 2,673
Change+42 (+2%)
Value$793.1K (-$25.7K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares2,691 from 2,940
Change-249 (-8%)
Value$786.1K (-$114.3K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,659 from 2,836
Change-177 (-6%)
Value$776.8K (-$91.9K)
Filed 2026-10-14
Enclave Advisors LLC
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$775.8K (-$37.7K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares2,652 from 2,656
Change-4 (0%)
Value$774.8K (-$38.7K)
Filed 2026-10-23
Washington Trust Bank
INCREASED
Shares2,621 from 2,607
Change+14 (+1%)
Value$765.6K (-$32.9K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$765.3K (-$37.1K)
Filed 2026-10-13
Roman Butler Fullerton & Co
DECREASED
Shares2,613 from 2,614
Change-1 (0%)
Value$755.5K (-$27.3K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$762.0K (-$37.0K)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$760 (-$796.2K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares2,571 from 2,669
Change-98 (-4%)
Value$747.3K (-$70.1K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,559
Change+2,559
Value$747.5K
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$739.9K (-$36.0K)
Filed 2026-10-26
Burns Matteson Capital Management, LLC
DECREASED
Shares2,526 from 2,680
Change-154 (-6%)
Value$737.8K (-$83.3K)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
INCREASED
Shares2,518 from 2,516
Change+2 (+0%)
Value$735.6K (-$35.3K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
DECREASED
Shares2,516 from 2,527
Change-11 (0%)
Value$734.9K (-$39.1K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,486 from 2,537
Change-51 (-2%)
Value$726.2K (-$50.9K)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$724.4K (-$35.2K)
Filed 2026-10-15
BCS Wealth Management
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$713.9K (-$34.7K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares2,442 from 2,639
Change-197 (-7%)
Value$713.3K (-$94.9K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares2,438 from 1,342
Change+1,096 (+82%)
Value$719.5K (+$307.9K)
Filed 2026-11-03
Thayer Partners, LLC / MA
INCREASED
Shares2,426 from 2,423
Change+3 (+0%)
Value$708.7K (-$33.6K)
Filed 2026-11-06
Evolution Advisers, Inc.
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$694.7K (-$36.4K)
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares2,368 from 812
Change+1,556 (+192%)
Value$691.6K (+$442.9K)
Filed 2026-10-28
Sepio Capital, LP
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$677.1K (-$32.9K)
Filed 2026-10-22
Ridgewood Investments LLC
DECREASED
Shares2,309 from 2,365
Change-56 (-2%)
Value$674.4K (-$49.9K)
Filed 2026-10-05
West Bancorporation Inc
DECREASED
Shares2,264 from 2,318
Change-54 (-2%)
Value$661.3K (-$48.7K)
Filed 2026-10-29
Waterfront Wealth Inc.
DECREASED
Shares2,259 from 2,505
Change-246 (-10%)
Value$657.1K (-$100.1K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares2,207 from 2,726
Change-519 (-19%)
Value$644.8K (-$190.1K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
DECREASED
Shares2,203 from 2,272
Change-69 (-3%)
Value$643.5K (-$52.4K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
DECREASED
Shares2,203 from 2,272
Change-69 (-3%)
Value$643.5K (-$52.4K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares2,198 from 5,936
Change-3,738 (-63%)
Value$642.1K (-$1.2M)
Filed 2026-11-05
Lynx Investment Advisory
INCREASED
Shares2,191 from 1,699
Change+492 (+29%)
Value$639.9K (+$119.5K)
Filed 2026-10-27
FWG Investments, Llc.
DECREASED
Shares2,154 from 2,240
Change-86 (-4%)
Value$629.2K (-$56.9K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$629.2K (-$30.6K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares2,135 from 2,319
Change-184 (-8%)
Value$623.7K (-$86.6K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares2,110 from 1,644
Change+466 (+28%)
Value$616.3K (+$112.8K)
Filed 2026-11-06
MCF Advisors LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$616.1K (-$29.9K)
Filed 2026-10-28
Powell Investment Advisors, LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$616.0K (-$29.9K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares2,106 from 1,861
Change+245 (+13%)
Value$615.2K (+$45.1K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares2,085 from 1,527
Change+558 (+37%)
Value$609.1K (+$141.5K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares2,082 from 4,385
Change-2,303 (-53%)
Value$608.2K (-$723.9K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares2,078 from 681
Change+1,397 (+205%)
Value$606.9K (+$398.4K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares2,074 from 1,887
Change+187 (+10%)
Value$605.7K (+$27.7K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares2,066 from 2,317
Change-251 (-11%)
Value$603.4K (-$106.4K)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares2,054 from 1,027
Change+1,027 (+100%)
Value$600.0K (+$285.4K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,044 from 2,043
Change+1 (+0%)
Value$597.2K (-$28.5K)
Filed 2026-11-05
Cypress Wealth Services, LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$620.9K (-$4.6K)
Filed 2026-10-21
Tannin Capital LLC
DECREASED
Shares2,018 from 2,039
Change-21 (-1%)
Value$589.5K (-$35.1K)
Filed 2026-11-05
Wilkerson Advisory Group LLC
INCREASED
Shares2,008 from 2,006
Change+2 (+0%)
Value$586.7K (-$27.8K)
Filed 2026-10-20
Willner & Heller, LLC
INCREASED
Shares1,997 from 1,995
Change+2 (+0%)
Value$583.5K (-$27.7K)
Filed 2026-10-28
Pinion Investment Advisors, LLC
INCREASED
Shares1,986 from 1,970
Change+16 (+1%)
Value$580.1K (-$23.3K)
Filed 2026-11-04
Nicholas Wealth, Llc.
INCREASED
Shares1,969 from 1,382
Change+587 (+42%)
Value$575.1K (+$151.9K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$575.1K (-$27.9K)
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares1,943 from 1,929
Change+14 (+1%)
Value$567.6K (-$23.2K)
Filed 2026-10-23
Ddfg, Inc
DECREASED
Shares1,908 from 1,926
Change-18 (-1%)
Value$557.5K (-$32.5K)
Filed 2026-10-15
Investors Asset Management of Georgia Inc
INCREASED
Shares1,897 from 1,869
Change+28 (+2%)
Value$554.1K (-$18.3K)
Filed 2026-10-20
Evergreen Capital Management LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$547.4K (-$26.6K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares1,849 from 1,866
Change-17 (-1%)
Value$559.3K (-$12.3K)
Filed 2026-10-13
Archford Capital Strategies, LLC
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$526.9K (-$25.6K)
Filed 2026-10-19
Milestone Investment Advisors LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$519.4K (-$25.2K)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares1,774 from 1,504
Change+270 (+18%)
Value$518.2K (+$57.5K)
Filed 2026-10-27
Kennicott Capital Management LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$508.0K (-$24.7K)
Filed 2026-10-16
Smith Asset Management Co., LLC
INCREASED
Shares1,726 from 1,723
Change+3 (+0%)
Value$504.2K (-$23.6K)
Filed 2026-10-16
Graetz Wealth LLC
INCREASED
Shares1,698 from 1,492
Change+206 (+14%)
Value$495.9K (+$38.9K)
Filed 2026-10-27
Tectonic Advisors LLC
DECREASED
Shares1,695 from 1,700
Change-5 (0%)
Value$495.1K (-$25.7K)
Filed 2026-10-22
Sara-Bay Financial
INCREASED
Shares1,689 from 1,534
Change+155 (+10%)
Value$493.3K (+$23.4K)
Filed 2026-10-21
Merited Wealth, LLC
DECREASED
Shares1,684 from 1,911
Change-227 (-12%)
Value$491.9K (-$93.3K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares1,684 from 1,666
Change+18 (+1%)
Value$491.8K (-$18.4K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares1,677 from 1,676
Change+1 (+0%)
Value$489.7K (-$23.8K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares1,668 from 1,521
Change+147 (+10%)
Value$487.2K (+$21.3K)
Filed 2026-11-04
Facet Wealth, Inc.
NEW
Shares1,662
Change+1,662
Value$485.5K
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares1,658 from 2,956
Change-1,298 (-44%)
Value$484.3K (-$421.2K)
Filed 2026-10-15
GEN Financial Management, Inc.
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$479.0K (-$23.3K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$477.6K (-$23.2K)
Filed 2026-10-13
Beacon Financial Group
UNCHANGED
Shares1,566 from 1,566
Change0 (0%)
Value$457.4K (-$22.2K)
Filed 2026-10-19
Ledyard National Bank
DECREASED
Shares1,522 from 1,715
Change-193 (-11%)
Value$444.6K (-$80.7K)
Filed 2026-10-21
WP Advisors, LLC
INCREASED
Shares1,504 from 1,502
Change+2 (+0%)
Value$439.4K (-$20.8K)
Filed 2026-10-22
Perryman Financial Advisory Inc
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$439.3K (-$21.4K)
Filed 2026-10-16
RFG Holdings, Inc.
INCREASED
Shares1,501 from 1,499
Change+2 (+0%)
Value$438.5K (-$20.8K)
Filed 2026-10-30
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$438.2K (-$20.9K)
Filed 2026-10-30
Madison Park Capital Advisors, LLC
DECREASED
Shares1,499 from 1,665
Change-166 (-10%)
Value$437.9K (-$66.7K)
Filed 2026-10-28
Creekside Partners
INCREASED
Shares1,493 from 1,492
Change+1 (+0%)
Value$436.0K (-$21.1K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
INCREASED
Shares1,483 from 1,482
Change+1 (+0%)
Value$433.2K (-$21.0K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares1,481 from 1,090
Change+391 (+36%)
Value$432.5K (+$98.5K)
Filed 2026-10-28
Peterson Wealth Advisors, LLC
DECREASED
Shares1,476 from 1,478
Change-2 (0%)
Value$431.2K (-$21.6K)
Filed 2026-10-08
Acropolis Investment Management, LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$430.8K (-$20.9K)
Filed 2026-10-08
Intelligence Driven Advisers, LLC
INCREASED
Shares1,473 from 1,471
Change+2 (+0%)
Value$430.3K (-$20.3K)
Filed 2026-10-09
Caldwell Trust Co
DECREASED
Shares1,458 from 1,473
Change-15 (-1%)
Value$425.9K (-$25.3K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,457 from 1,533
Change-76 (-5%)
Value$425.6K (-$44.0K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares1,453 from 2,262
Change-809 (-36%)
Value$424.4K (-$268.4K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares1,448 from 1,437
Change+11 (+1%)
Value$426.5K (+$3.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,448 from 1,437
Change+11 (+1%)
Value$426.5K (+$3.0K)
Filed 2026-10-20
Townsend Asset Management Corp
INCREASED
Shares1,446 from 1,445
Change+1 (+0%)
Value$422.4K (-$20.0K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$422.4K (-$20.5K)
Filed 2026-10-20
Advocate Group LLC
NEW
Shares1,423
Change+1,423
Value$415.7K
Filed 2026-10-19
Northstar Asset Management Co
DECREASED
Shares1,400 from 1,500
Change-100 (-7%)
Value$411.4K (-$26.9K)
Filed 2026-10-22
Atwood & Palmer Inc
DECREASED
Shares1,396 from 1,401
Change-5 (0%)
Value$407.7K (-$21.4K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares1,319 from 1,202
Change+117 (+10%)
Value$385.3K (+$17.1K)
Filed 2026-10-21
Eddie Patel Inc
NEW
Shares1,315
Change+1,315
Value$384.2K
Filed 2026-11-02
Anchor Capital Advisors LLC
INCREASED
Shares1,308 from 1,089
Change+219 (+20%)
Value$382.1K (+$48.5K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares1,301 from 1,238
Change+63 (+5%)
Value$380.0K (+$823)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$379.7K (-$18.5K)
Filed 2026-10-01
Unique Wealth, LLC
INCREASED
Shares1,290 from 1,260
Change+30 (+2%)
Value$376.8K (-$9.1K)
Filed 2026-10-16
LWM Advisors Inc
INCREASED
Shares1,273 from 1,224
Change+49 (+4%)
Value$371.7K (-$3.3K)
Filed 2026-10-08
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,261 from 1,281
Change-20 (-2%)
Value$368.3K (-$24.0K)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
DECREASED
Shares1,257 from 1,480
Change-223 (-15%)
Value$367.2K (-$86.2K)
Filed 2026-10-23
Klingman & Associates, LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$364.5K (-$17.7K)
Filed 2026-10-20
Bishop & Co Investment Management, LLC
DECREASED
Shares1,236 from 1,260
Change-24 (-2%)
Value$361.0K (-$24.9K)
Filed 2026-11-05
Financial Council, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$359.9K (-$17.5K)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares1,226 from 1,419
Change-193 (-14%)
Value$358.3K (-$76.5K)
Filed 2026-11-06
Richardson Financial Services Inc.
DECREASED
Shares1,218 from 1,380
Change-162 (-12%)
Value$355.8K (-$66.9K)
Filed 2026-10-30
Argentarii, LLC
DECREASED
Shares1,214 from 1,271
Change-57 (-4%)
Value$354.6K (-$35.0K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares1,186 from 1,051
Change+135 (+13%)
Value$346.4K (+$24.5K)
Filed 2026-10-28
Old North State Wealth Management, LLC
DECREASED
Shares1,184 from 1,312
Change-128 (-10%)
Value$347.1K (-$55.8K)
Filed 2026-10-22
Legacy Wealth Partners, LLC
DECREASED
Shares1,183 from 1,312
Change-129 (-10%)
Value$345.6K (-$56.3K)
Filed 2026-10-15
Balboa Wealth Partners
DECREASED
Shares1,167 from 1,826
Change-659 (-36%)
Value$340.9K (-$218.4K)
Filed 2026-10-20
Parsons Capital Management Inc
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$340.0K (-$16.5K)
Filed 2026-10-28
Root Financial Partners, LLC
DECREASED
Shares1,161 from 1,450
Change-289 (-20%)
Value$339.0K (-$105.3K)
Filed 2026-10-21
Howland Capital Management LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$336.5K (-$16.8K)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$334.5K (-$16.3K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares1,144 from 1,131
Change+13 (+1%)
Value$334.0K (-$12.3K)
Filed 2026-11-05
Bath Savings Trust Co
INCREASED
Shares1,136 from 728
Change+408 (+56%)
Value$331.8K (+$108.8K)
Filed 2026-10-07
Monetary Solutions, Ltd
INCREASED
Shares1,114 from 619
Change+495 (+80%)
Value$325.4K (+$135.8K)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares1,113 from 835
Change+278 (+33%)
Value$325.1K (+$69.3K)
Filed 2026-10-14
Gallacher Capital Management LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$324.5K (-$15.8K)
Filed 2026-10-30
Richmond Investment Services, LLC
INCREASED
Shares1,110 from 1,109
Change+1 (+0%)
Value$324.2K (-$15.3K)
Filed 2026-10-29
Chapin Davis, Inc.
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$324.2K (-$15.8K)
Filed 2026-10-09
Grove Street Fiduciary, LLC
NEW
Shares1,107
Change+1,107
Value$323.4K
Filed 2026-10-13
Synergy Asset Management, LLC
INCREASED
Shares1,106 from 914
Change+192 (+21%)
Value$323.1K (+$43.1K)
Filed 2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$322.8K (-$15.7K)
Filed 2026-10-27
Headland Capital, LLC
DECREASED
Shares1,085 from 1,119
Change-34 (-3%)
Value$317.0K (-$25.8K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares1,080 from 1,707
Change-627 (-37%)
Value$315.5K (-$207.2K)
Filed 2026-10-27
Leading Edge Financial Planning LLC
DECREASED
Shares1,077 from 9,383
Change-8,306 (-89%)
Value$314.6K (-$2.6M)
Filed 2026-10-23
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$314.6K (-$15.4K)
Filed 2026-10-21
Welch & Forbes LLC
NEW
Shares1,060
Change+1,060
Value$309.6K
Filed 2026-11-04
LifeGoal Investments, LLC
NEW
Shares1,055
Change+1,055
Value$308.2K
Filed 2026-10-09
Triton Wealth Management, Pllc
DECREASED
Shares1,042 from 1,183
Change-141 (-12%)
Value$302.7K (-$51.0K)
Filed 2026-11-04
Kendall Capital Management
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$304.1K (-$14.8K)
Filed 2026-10-23
CPA Asset Management Group, LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$301.4K (-$14.7K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares1,029 from 1,046
Change-17 (-2%)
Value$300.4K (-$20.0K)
Filed 2026-10-22
Odyssey Capital Advisors, Inc.
INCREASED
Shares1,024 from 999
Change+25 (+3%)
Value$299.1K (-$6.9K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
INCREASED
Shares1,016 from 997
Change+19 (+2%)
Value$296.8K (-$8.6K)
Filed 2026-10-16
Stage Harbor Financial, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$296.5K (-$14.4K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares1,008 from 1,007
Change+1 (+0%)
Value$294.3K (-$31)
Filed 2026-10-19
City State Bank
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$292.7K (-$14.2K)
Filed 2026-10-20
S.A. Mason LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$292.1K (-$14.2K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$290.9K (-$14.1K)
Filed 2026-10-20
Partners in Financial Planning
DECREASED
Shares988 from 1,317
Change-329 (-25%)
Value$288.5K (-$114.8K)
Filed 2026-11-06
MBL Wealth, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$287.7K (-$14.0K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares982 from 893
Change+89 (+10%)
Value$286.8K (+$13.3K)
Filed 2026-10-29
Accredited Investors Inc.
DECREASED
Shares980 from 982
Change-2 (0%)
Value$286.3K (-$14.5K)
Filed 2026-11-03
Forum Financial Management, LP
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$286.3K (-$13.9K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
INCREASED
Shares975 from 693
Change+282 (+41%)
Value$284.8K (+$72.5K)
Filed 2026-10-23
Martel Wealth Advisors LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$284.7K (-$13.8K)
Filed 2026-10-14
William Mack & Associates, Inc.
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$282.2K (-$13.7K)
Filed 2026-10-27
Sicart Associates LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$278.6K (-$17.0K)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$280.4K (-$13.6K)
Filed 2026-10-08
Beacon Financial Advisory LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$275.3K (-$13.1K)
Filed 2026-10-16
Columbus Macro, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$273.4K (-$13.3K)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares933 from 1,055
Change-122 (-12%)
Value$272.6K (-$50.6K)
Filed 2026-10-19
Sigma Investment Counselors Inc
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$271.1K (-$13.2K)
Filed 2026-10-27
OFS Enterprise LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$269.0K (-$13.1K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$268.4K (-$13.1K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$264.6K (-$12.9K)
Filed 2026-10-20
Clarity Capital Advisors, LLC
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$259.8K (-$12.6K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares881 from 944
Change-63 (-7%)
Value$257.3K (-$31.8K)
Filed 2026-10-08
Richwood Investment Advisors, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$257.0K (-$12.5K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares874 from 896
Change-22 (-2%)
Value$255.3K (-$19.2K)
Filed 2026-10-09
AMG National Trust Bank
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$253.5K (-$12.3K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
INCREASED
Shares861 from 860
Change+1 (+0%)
Value$261.7K (+$417)
Filed 2026-10-09
Winthrop Advisory Group LLC
INCREASED
Shares854 from 853
Change+1 (+0%)
Value$249.4K (-$12.0K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares853 from 852
Change+1 (+0%)
Value$249.1K (-$12.0K)
Filed 2026-10-16
Investment Partners, Ltd.
NEW
Shares850
Change+850
Value$248.3K
Filed 2026-10-29
FAI Advisors, Inc.
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$245.1K (-$11.9K)
Filed 2026-10-27
Samalin Investment Counsel, LLC
INCREASED
Shares837 from 836
Change+1 (+0%)
Value$244.5K (-$11.6K)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$244.5K (-$11.9K)
Filed 2026-11-04
CRA Financial Services, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$243.4K (-$11.8K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares824 from 775
Change+49 (+6%)
Value$240.7K (+$3.3K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$240.4K (-$11.7K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$240.5K (-$50)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares818 from 793
Change+25 (+3%)
Value$238.9K (-$4.0K)
Filed 2026-10-19
Hardworking Capital Advisors, LLC
NEW
Shares816
Change+816
Value$238.4K
Filed 2026-10-20
Paulson Wealth Management Inc.
DECREASED
Shares815 from 1,063
Change-248 (-23%)
Value$238.0K (-$87.6K)
Filed 2026-11-02
Brown Miller Wealth Management, LLC
DECREASED
Shares813 from 843
Change-30 (-4%)
Value$237.3K (-$20.7K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$237.5K (-$11.5K)
Filed 2026-10-14
Florida Trust Wealth Management Co
DECREASED
Shares811 from 843
Change-32 (-4%)
Value$236.9K (-$21.3K)
Filed 2026-11-05
Armor Investment Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$233.7K (-$11.4K)
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED
Shares796 from 1,049
Change-253 (-24%)
Value$232.7K (-$88.6K)
Filed 2026-11-04
First American Bank
NEW
Shares795
Change+795
Value$232.2K
Filed 2026-10-27
Planned Solutions, Inc.
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$231.6K (-$11.3K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
INCREASED
Shares789 from 33
Change+756 (+2291%)
Value$230.6K (+$220.6K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares770 from 1,828
Change-1,058 (-58%)
Value$224.9K (-$335.0K)
Filed 2026-10-16
Daviman Financial, LLC
DECREASED
Shares770 from 777
Change-7 (-1%)
Value$224.9K (-$13.1K)
Filed 2026-11-06
Financial Perspectives, Inc
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$224.9K (-$10.9K)
Filed 2026-11-03
Elm3 Financial Group, LLC
DECREASED
Shares769 from 780
Change-11 (-1%)
Value$224.6K (-$14.4K)
Filed 2026-10-07
Artesa Financial Group, LLC
DECREASED
Shares768 from 823
Change-55 (-7%)
Value$224.3K (-$27.7K)
Filed 2026-10-29
Baker Avenue Asset Management, LP
NEW
Shares767
Change+767
Value$224.1K
Filed 2026-11-06
Griffin Asset Management, Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$223.2K (-$10.8K)
Filed 2026-10-22
Quantum Financial Partners LLC
INCREASED
Shares763 from 697
Change+66 (+9%)
Value$222.9K (+$9.2K)
Filed 2026-10-19
Clearstead Trust, LLC
INCREASED
Shares762 from 150
Change+612 (+408%)
Value$222.6K (+$176.6K)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$222.5K (-$10.9K)
Filed 2026-10-13
Pinnacle Associates LTD
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$222.6K (-$10.8K)
Filed 2026-10-20
SkyOak Wealth, LLC
DECREASED
Shares752 from 817
Change-65 (-8%)
Value$219.7K (-$30.6K)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares751 from 3,219
Change-2,468 (-77%)
Value$219.4K (-$766.6K)
Filed 2026-10-16
Advisory Advocates, LLC
INCREASED
Shares751 from 749
Change+2 (+0%)
Value$219.4K (-$10.1K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares751 from 750
Change+1 (+0%)
Value$219.5K (-$10.4K)
Filed 2026-10-26
Manske Wealth Management
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$217.0K (-$10.5K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$216.4K (-$10.5K)
Filed 2026-10-20
GoalVest Advisory LLC
DECREASED
Shares737 from 787
Change-50 (-6%)
Value$215.3K (-$25.8K)
Filed 2026-10-02
SWP Financial LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$214.4K (-$10.4K)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$213.8K (-$10.4K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares728 from 694
Change+34 (+5%)
Value$218.6K (+$9.8K)
Filed 2026-10-08
Verity Asset Management, Inc.
INCREASED
Shares726 from 725
Change+1 (+0%)
Value$212.1K (-$10.0K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares720 from 718
Change+2 (+0%)
Value$210.4K (-$9.6K)
Filed 2026-11-02
Signaturefd, LLC
DECREASED
Shares719 from 825
Change-106 (-13%)
Value$209.9K (-$42.7K)
Filed 2026-10-23
Innova Wealth Partners
NEW
Shares714
Change+714
Value$208.4K
Filed 2026-10-21
XY Planning Network, Inc.
DECREASED
Shares713 from 722
Change-9 (-1%)
Value$208.3K (-$12.9K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares712 from 692
Change+20 (+3%)
Value$208.7K (-$3.2K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares711 from 884
Change-173 (-20%)
Value$207.6K (-$63.1K)
Filed 2026-10-13
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares711 from 795
Change-84 (-11%)
Value$207.7K (-$35.8K)
Filed 2026-10-08
Agate Pass Investment Management, LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$207.1K (-$10.1K)
Filed 2026-10-20
Colony Family Offices, LLC
DECREASED
Shares706 from 799
Change-93 (-12%)
Value$206.2K (-$38.5K)
Filed 2026-10-22
Fulton Bank, N.A.
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$205.6K (-$10.0K)
Filed 2026-10-14
Jacobi Capital Management LLC
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$205.7K (-$9.9K)
Filed 2026-11-05
Haven Private, LLC
NEW
Shares702
Change+702
Value$205.1K
Filed 2026-10-27
Private Client Services, LLC
INCREASED
Shares700 from 665
Change+35 (+5%)
Value$204.5K (+$682)
Filed 2026-10-02
Capital Investment Advisors, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$204.0K (-$9.8K)
Filed 2026-10-22
October Effect Ltd
DECREASED
Shares696 from 806
Change-110 (-14%)
Value$203.3K (-$43.6K)
Filed 2026-10-20
BancFirst Trust & Investment Management
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$205.0K (-$6.4K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares695 from 707
Change-12 (-2%)
Value$207.2K (-$6.5K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares694 from 1,908
Change-1,214 (-64%)
Value$202.7K (-$381.6K)
Filed 2026-10-20
Monument Group Wealth Advisors, LLC
NEW
Shares692
Change+692
Value$202.4K
Filed 2026-10-21
Monument Capital Management
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$202.1K (-$9.8K)
Filed 2026-10-09
Sunrise Financial Services, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$196.3K (-$9.5K)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$191.6K (-$9.3K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$179.8K (-$8.7K)
Filed 2026-10-07
Archer Investment Corp
INCREASED
Shares599 from 501
Change+98 (+20%)
Value$175.0K (+$21.6K)
Filed 2026-11-05
SBK Financial, Inc.
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$166.5K (-$8.1K)
Filed 2026-11-02
Gen-Wealth Partners Inc
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$165.0K (-$8.0K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$163.0K (-$7.9K)
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$153.8K (-$6.2K)
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares528 from 529
Change-1 (0%)
Value$154.2K (-$7.8K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$150.1K (-$7.3K)
Filed 2026-10-19
Beacon Financial Strategies Corp
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$148.3K (-$7.2K)
Filed 2026-10-14
Grove Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$146.1K (-$7.1K)
Filed 2026-10-08
Rossmore Private Capital
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$146.1K (-$7.1K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
DECREASED
Shares495 from 583
Change-88 (-15%)
Value$144.6K (-$34.0K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares477 from 156
Change+321 (+206%)
Value$139.4K (+$91.4K)
Filed 2026-10-30
Olistico Wealth, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$138.7K (-$6.7K)
Filed 2026-10-05
Trust Co of Toledo NA
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$135.5K (-$6.6K)
Filed 2026-10-16
Hickory Point Bank & Trust
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$124.7K (-$6.1K)
Filed 2026-10-01
Blue Trust, Inc.
INCREASED
Shares421 from 178
Change+243 (+137%)
Value$123.0K (+$68.4K)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$119.2K (-$5.8K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$117.7K (-$5.7K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares385
Change+385
Value$112.5K
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares381 from 366
Change+15 (+4%)
Value$111.3K (-$815)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$108.1K (-$5.3K)
Filed 2026-10-27
MV Capital Management, Inc.
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$105.7K (-$5.1K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares361 from 499
Change-138 (-28%)
Value$105.3K (-$47.4K)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$101.1K (-$4.9K)
Filed 2026-10-16
Trust Co of Vermont
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$97.3K (-$4.7K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares332
Change+332
Value$97.2K
Filed 2026-11-03
Citizens National Bank Trust Department
NEW
Shares320
Change+320
Value$93.5K
Filed 2026-11-04
Angeles Wealth Management, LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$89.1K (-$4.3K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares300 from 440
Change-140 (-32%)
Value$87.6K (-$47.1K)
Filed 2026-10-06
Flagship Wealth Advisors, LLC
DECREASED
Shares295 from 309
Change-14 (-5%)
Value$86.2K (-$8.5K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$85.6K (-$4.2K)
Filed 2026-10-22
NBH Bank
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$83.8K (-$4.1K)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$78.5K (-$3.8K)
Filed 2026-10-26
Bullock Wealth Management Group
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$79.3K (-$2.4K)
Filed 2026-10-09
Clean Yield Group
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$74.2K (-$3.6K)
Filed 2026-10-28
Balentine LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$74.0K (-$3.5K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$72.7K (-$3.5K)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
NEW
Shares245
Change+245
Value$71.6K
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares244 from 334
Change-90 (-27%)
Value$72.0K (-$30.3K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$70 (-$47.0K)
Filed 2026-11-04
Evermay Wealth Management LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$67.1K (-$3.3K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$62.5K (-$3.0K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares204
Change+204
Value$59.6K
Filed 2026-10-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$58.4K (-$2.8K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$58.4K (-$2.8K)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares199 from 202
Change-3 (-1%)
Value$58.1K (-$3.7K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares192 from 46
Change+146 (+317%)
Value$56.1K (+$42.0K)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$55.5K (-$2.7K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares189 from 147
Change+42 (+29%)
Value$55.2K (+$10.2K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$54.5K (-$1.7K)
Filed 2026-10-16
Winch Advisory Services, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$54.1K (-$2.5K)
Filed 2026-11-06
Entrust Financial LLC
INCREASED
Shares183 from 165
Change+18 (+11%)
Value$53.6K (+$3.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares178 from 184
Change-6 (-3%)
Value$52.1K (-$4.3K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$49.1K (-$2.4K)
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$48.2K (-$2.3K)
Filed 2026-10-14
Gamma Investing LLC
DECREASED
Shares163 from 178
Change-15 (-8%)
Value$47.6K (-$6.9K)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$44.1K (-$2.1K)
Filed 2026-10-05
Next Level Wealth Planning, LLC
NEW
Shares150
Change+150
Value$43.8K
Filed 2026-10-29
Concord Wealth Partners
DECREASED
Shares150 from 471
Change-321 (-68%)
Value$43.9K (-$100.6K)
Filed 2026-11-02
Bank of New Hampshire
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$42.4K (-$2.1K)
Filed 2026-10-06
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$39.1K (-$1.9K)
Filed 2026-10-30
Duncker Streett & Co Inc
DECREASED
Shares129 from 330
Change-201 (-61%)
Value$37.7K (-$63.4K)
Filed 2026-10-27
EPG Wealth Management LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$34.8K (-$1.7K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$32.1K (-$1.6K)
Filed 2026-10-01
First Bancorp, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.2K (-$1.4K)
Filed 2026-10-26
Kentucky Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.2K (-$1.4K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares98 from 1
Change+97 (+9700%)
Value$28.7K (+$28.3K)
Filed 2026-11-05
Phillips Financial Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$27.8K (-$1.3K)
Filed 2026-10-19
Financial Consulate, Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$26.0K (-$1.3K)
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$25.7K (-$1.3K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
NEW
Shares81
Change+81
Value$23.7K
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$23.7K (-$1.2K)
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares78
Change+78
Value$22.8K
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares77 from 6
Change+71 (+1183%)
Value$22.5K (+$20.7K)
Filed 2026-10-23
SYM Financial Corp
NEW
Shares74
Change+74
Value$21.6K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
INCREASED
Shares73 from 69
Change+4 (+6%)
Value$21.4K (+$211)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$20.2K (-$980)
Filed 2026-10-30
Strategic Advocates LLC
DECREASED
Shares67 from 246
Change-179 (-73%)
Value$19.6K (-$55.8K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares64
Change+64
Value$18.7K
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares62 from 12
Change+50 (+417%)
Value$18.1K (+$14.5K)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$16.9K (-$823)
Filed 2026-10-21
United Financial Planning Group LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$16.3K (-$792)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$16.1K (-$781)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.6K (-$710)
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14.5K (-$685)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$14.0K (-$682)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$14.3K (-$171)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares46 from 39
Change+7 (+18%)
Value$13.4K (+$1.5K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares45 from 43
Change+2 (+5%)
Value$13.2K (-$9)
Filed 2026-11-03
Signature Equity Partners, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$12.4K (-$596)
Filed 2026-10-29
Coston, McIsaac & Partners
INCREASED
Shares40 from 19
Change+21 (+111%)
Value$11.7K (+$11.7K)
Filed 2026-11-06
Signature Resources Capital Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$11.1K (-$539)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$10.8K (-$525)
Filed 2026-10-16
Kelleher Financial Advisors
DECREASED
Shares35 from 70
Change-35 (-50%)
Value$10.2K (-$11.2K)
Filed 2026-10-30
Maseco LLP
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.7K (-$465)
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$9.6K (-$469)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.1K (-$440)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$9.1K (-$440)
Filed 2026-10-20
Markowski Investments
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.7K (-$413)
Filed 2026-10-30
Wells Financial Advisors Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$8.5K (-$412)
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.2K (-$384)
Filed 2026-11-02
Advanced Asset Management Advisors Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.1K (-$382)
Filed 2026-10-20
MilWealth Group LLC
NEW
Shares27
Change+27
Value$7.9K
Filed 2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.3K (-$355)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$7.0K (-$341)
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.8K (-$284)
Filed 2026-10-08
Costello Asset Management, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.5K (-$211)
Filed 2026-10-30
Go Invest LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.4K (-$212)
Filed 2026-10-09
Central Pacific Bank - Trust Division
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.4K (-$213)
Filed 2026-10-06
Nvwm, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.4K (-$213)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares13
Change+13
Value$3.8K
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares13
Change+13
Value$3.8K
Filed 2026-10-09
First Financial Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.8K (-$185)
Filed 2026-10-13
Salomon & Ludwin, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.5K (-$142)
Filed 2026-10-29
Montgomery Financial Services LLC
NEW
Shares10
Change+10
Value$2.9K
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.1K (-$144)
Filed 2026-10-19
Networth Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.6K (-$124)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.6K (-$128)
Filed 2026-10-02
Bell Investment Advisors, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.3K (-$114)
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares7 from 43
Change-36 (-84%)
Value$2.0K (-$11.1K)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.0K (-$99)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.0K (-$99)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (-$71)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (-$71)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Aspect Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (-$71)
Filed 2026-10-20
Kingdom Financial Group Llc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$879 (-$41)
Filed 2026-11-04
Park National Corp
CLOSED
Shares0 from 8,874
Change-8,874 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-05
Southland Equity Partners LLC
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Ehrlich Financial Group
CLOSED
Shares0 from 4,250
Change-4,250 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
FDx Advisors, Inc.
CLOSED
Shares0 from 1,942
Change-1,942 (-100%)
Value$0 (-$595.0K)
Filed 2026-11-05
Congress Asset Management Co
CLOSED
Shares0 from 1,341
Change-1,341 (-100%)
Value$0 (-$410.7K)
Filed 2026-10-06
Redmond Asset Management, LLC
CLOSED
Shares0 from 1,009
Change-1,009 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-27
Patten Group, Inc.
CLOSED
Shares0 from 860
Change-860 (-100%)
Value$0 (-$263.4K)
Filed 2026-10-26
Sterling Capital Management LLC
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-22
Ellerson Group Inc
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$220.5K)
Filed 2026-11-04
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-13
Advisor OS, LLC
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-03
1900 Wealth Management LLC
CLOSED
Shares0 from 684
Change-684 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-13
Waters Parkerson & Co., LLC
CLOSED
Shares0 from 678
Change-678 (-100%)
Value$0 (-$207.8K)
Filed 2026-11-04
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 678
Change-678 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
CLOSED
Shares0 from 672
Change-672 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-02
Shayne & Jacobs, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-21
Sage Investment Counsel LLC
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$33.7K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$9.2K)
Filed 2026-10-29
Wolff Wiese Magana LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 3,067,150
Change-3,067,150 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,120,757
Change-2,120,757 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,752,727
Change-1,752,727 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,646,597
Change-1,646,597 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,195,402
Change-1,195,402 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,160,373
Change-1,160,373 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,100,734
Change-1,100,734 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,093,223
Change-1,093,223 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 905,608
Change-905,608 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 756,813
Change-756,813 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 727,903
Change-727,903 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 564,845
Change-564,845 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 519,520
Change-519,520 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 497,262
Change-497,262 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 353,090
Change-353,090 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 328,799
Change-328,799 (-100%)
Value—
FMR LLC
N/A
Shares— from 243,289
Change-243,289 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 236,962
Change-236,962 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 236,426
Change-236,426 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 225,823
Change-225,823 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 211,342
Change-211,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 208,637
Change-208,637 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 182,169
Change-182,169 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 178,764
Change-178,764 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 176,688
Change-176,688 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 171,464
Change-171,464 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 167,203
Change-167,203 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 163,014
Change-163,014 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 147,426
Change-147,426 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 135,119
Change-135,119 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 126,973
Change-126,973 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 117,556
Change-117,556 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 117,475
Change-117,475 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 98,916
Change-98,916 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 96,768
Change-96,768 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 93,904
Change-93,904 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 92,061
Change-92,061 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 91,605
Change-91,605 (-100%)
Value—
&partners
N/A
Shares— from 90,532
Change-90,532 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 88,188
Change-88,188 (-100%)
Value—
Betterment LLC
N/A
Shares— from 84,642
Change-84,642 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 80,232
Change-80,232 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 79,232
Change-79,232 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 64,072
Change-64,072 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 64,055
Change-64,055 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 63,662
Change-63,662 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 60,758
Change-60,758 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 57,951
Change-57,951 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 57,481
Change-57,481 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 57,109
Change-57,109 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 56,842
Change-56,842 (-100%)
Value—
Blair William & Co
N/A
Shares— from 53,527
Change-53,527 (-100%)
Value—
Commerce Bank
N/A
Shares— from 52,834
Change-52,834 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 52,638
Change-52,638 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 52,013
Change-52,013 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 47,729
Change-47,729 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 46,077
Change-46,077 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 43,372
Change-43,372 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 42,211
Change-42,211 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 41,997
Change-41,997 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 41,693
Change-41,693 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 39,350
Change-39,350 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 38,872
Change-38,872 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 38,126
Change-38,126 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 34,242
Change-34,242 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,282
Change-33,282 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 32,081
Change-32,081 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 30,742
Change-30,742 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 30,681
Change-30,681 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,618
Change-29,618 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 29,609
Change-29,609 (-100%)
Value—
Stephens Inc
N/A
Shares— from 29,026
Change-29,026 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 28,634
Change-28,634 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 28,625
Change-28,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 28,109
Change-28,109 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 27,893
Change-27,893 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 27,149
Change-27,149 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,706
Change-26,706 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 25,710
Change-25,710 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 25,698
Change-25,698 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 25,316
Change-25,316 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 24,722
Change-24,722 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 24,594
Change-24,594 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 24,593
Change-24,593 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 24,087
Change-24,087 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 23,753
Change-23,753 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 23,535
Change-23,535 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 22,735
Change-22,735 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 22,683
Change-22,683 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 22,214
Change-22,214 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 22,040
Change-22,040 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 20,897
Change-20,897 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 19,843
Change-19,843 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,741
Change-19,741 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
Nwam LLC
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,763
Change-18,763 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,115
Change-18,115 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,813
Change-17,813 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,582
Change-17,582 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 17,419
Change-17,419 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,942
Change-16,942 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,218
Change-16,218 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 16,215
Change-16,215 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,050
Change-16,050 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 15,732
Change-15,732 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,283
Change-15,283 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 15,080
Change-15,080 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 14,701
Change-14,701 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 14,425
Change-14,425 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,623
Change-13,623 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 13,285
Change-13,285 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 12,385
Change-12,385 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,137
Change-12,137 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,693
Change-11,693 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,380
Change-10,380 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,206
Change-10,206 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,919
Change-9,919 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,467
Change-9,467 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,243
Change-9,243 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Simmons Bank
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 8,815
Change-8,815 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,692
Change-8,692 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,013
Change-8,013 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,074
Change-6,074 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,989
Change-5,989 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,426
Change-5,426 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,114
Change-5,114 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,177
Change-4,177 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,129
Change-3,129 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Croban
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
American Trust
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 993
Change-993 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 928
Change-928 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 918
Change-918 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 901
Change-901 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 900
Change-900 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 899
Change-899 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 805
Change-805 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 794
Change-794 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 743
Change-743 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 708
Change-708 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 700
Change-700 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 698
Change-698 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 654
Change-654 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 649
Change-649 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 527
Change-527 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 444
Change-444 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 412
Change-412 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 331
Change-331 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 275
Change-275 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 184
Change-184 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 140
Change-140 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 138
Change-138 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 127
Change-127 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 114
Change-114 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 106
Change-106 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 88
Change-88 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 67
Change-67 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 57
Change-57 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 43
Change-43 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 37
Change-37 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 25
Change-25 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Assetmark, Inc
DECREASED2,130,3312,150,345-20,014-1%$658.7M$622.3M-$36.4M2026-10-21
PNC Financial Services Group, Inc.
INCREASED1,111,8501,104,015+7,835+1%$338.2M$324.8M-$13.4M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED1,076,4761,042,640+33,836+3%$319.4M$314.4M-$4.9M2026-10-26
LPL Financial LLC
INCREASED981,312915,170+66,142+7%$280.3M$286.6M+$6.3M2026-11-06
Stephens Group Asset Management, LLC
INCREASED689,650666,327+23,323+4%$204.1M$201.4M-$2.6M2026-10-09
Busey Bank
INCREASED299,249286,146+13,103+5%$87.6M$87.4M-$235.9K2026-10-26
Truist Financial Corp
INCREASED257,322256,751+571+0%$78.6M$75.2M-$3.5M2026-10-30
McAdam, LLC
INCREASED239,740235,745+3,995+2%$72.2M$70.0M-$2.2M2026-10-21
Everhart Financial Group, Inc.
INCREASED234,303216,074+18,229+8%$66.2M$68.4M+$2.3M2026-10-08
Orgel Wealth Management, LLC
DECREASED214,701216,318-1,617-1%$66.3M$62.7M-$3.5M2026-10-14
Avior Wealth Management, LLC
DECREASED214,638229,387-14,749-6%$70.2M$62.7M-$7.6M2026-10-13
Commonwealth Equity Services, LLC
DECREASED210,457275,076-64,619-23%$84.3M$61.5M-$22.8M2026-11-02
US Bancorp \de\
INCREASED208,218204,632+3,586+2%$62.7M$60.8M-$1.9M2026-11-05
Farther Finance Advisors, LLC
INCREASED189,555170,376+19,179+11%$52.2M$55.4M+$3.2M2026-10-08
Creative Planning
INCREASED168,733164,752+3,981+2%$50.5M$49.3M-$1.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED167,731162,247+5,484+3%$49.7M$49.0M-$702.2K2026-11-02
Trust Co
INCREASED164,992158,490+6,502+4%$48.5M$48.2M-$351.5K2026-10-09
Kwmg, LLC
INCREASED156,923148,488+8,435+6%$45.5M$45.8M+$355.4K2026-10-07
Wealth Enhancement Advisory Services, LLC
INCREASED111,90587,828+24,077+27%$26.5M$33.3M+$6.8M2026-10-13
Presilium Private Wealth, LLC
INCREASED106,827104,624+2,203+2%$32.0M$31.2M-$842.1K2026-10-26
Rodgers & Associates, LTD
DECREASED105,621106,123-5020%$32.5M$30.9M-$1.7M2026-10-20
Cassaday & Co Wealth Management LLC
DECREASED102,159103,861-1,702-2%$31.8M$29.8M-$2.0M2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED97,51887,025+10,493+12%$26.4M$28.5M+$2.0M2026-10-09
Black Diamond Financial, LLC
INCREASED95,83790,277+5,560+6%$27.7M$28.0M+$342.0K2026-10-26
Aire Advisors, LLC
INCREASED93,03089,854+3,176+4%$27.5M$27.2M-$348.2K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED92,58395,528-2,945-3%$29.3M$27.0M-$2.2M2026-10-23
Associated Banc-Corp
DECREASED90,78491,552-768-1%$28.0M$26.5M-$1.5M2026-10-30
WoodTrust Financial Corp
DECREASED89,18192,394-3,213-3%$28.3M$26.1K-$28.3M2026-10-09
Praetorian Wealth Management, Inc.
DECREASED85,19485,200-60%$26.1M$24.9M-$1.2M2026-10-16
Citigroup Inc
INCREASED84,25213,278+70,974+535%$4.1M$24.6M+$20.5M2026-11-04
Bryn Mawr Trust Advisors, LLC
DECREASED82,98186,799-3,818-4%$26.6M$24.2M-$2.3M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED75,45280,202-4,750-6%$24.6M$22.0K-$24.5M2026-11-02
Copper Harbor Investment Advisors, LLC
INCREASED73,47770,970+2,507+4%$21.7M$21.5M-$275.7K2026-10-16
Merit Financial Group, LLC
INCREASED73,28121,300+51,981+244%$6.5M$21.4M+$14.9M2026-11-06
Fifth Third Bancorp
DECREASED72,64584,780-12,135-14%$26.0M$21.2M-$4.7M2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED70,50170,074+427+1%$21.5M$20.6M-$870.3K2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
NEW64,686—+64,686——$18.9M—2026-10-09
Marion Wealth Management
INCREASED64,36062,783+1,577+3%$19.2M$18.8M-$430.8K2026-10-22
HRC Wealth Management, LLC
DECREASED63,89263,909-170%$19.6M$18.7M-$912.4K2026-10-16
Glenview Trust Co
DECREASED57,53257,652-1200%$17.7M$16.8M-$853.7K2026-10-28
Independent Financial Group, LLC
INCREASED56,69356,482+211+0%$17.3M$16.6M-$740.7K2026-10-13
Clayton Financial Group LLC
INCREASED54,98354,129+854+2%$16.6M$16.1M-$519.3K2026-10-13
Arvest Investments, Inc.
INCREASED51,42450,086+1,338+3%$15.3M$15.0M-$320.2K2026-10-21
Inspire Trust Co, N.A.
INCREASED51,00043,500+7,500+17%$13.3M$14.9M+$1.6M2026-11-05
Old National Bancorp
INCREASED50,89448,213+2,681+6%$14.8M$14.9M+$98.5K2026-10-20
Roberts Financial Services LLC
INCREASED49,83749,278+559+1%$15.1M$14.6M-$536.4K2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED46,70746,550+157+0%$14.1M$13.8M-$371.6K2026-10-13
First Horizon Corp
DECREASED46,49747,587-1,090-2%$14.6M$13.6M-$994.1K2026-10-26
Midwest Trust Co
INCREASED46,06345,110+953+2%$13.8M$13.5M-$362.2K2026-10-22
GHP Investment Advisors, Inc.
DECREASED45,63846,285-647-1%$14.2M$13.3M-$846.2K2026-10-15
Davis Investment Partners, LLC
DECREASED44,27944,287-80%$13.6M$12.9M-$631.0K2026-11-05
Allworth Financial LP
INCREASED43,84329,192+14,651+50%$8.9M$13.4M+$4.5M2026-11-06
Wolff Financial Management LLC
DECREASED43,48743,491-40%$13.3M$12.7M-$618.9K2026-10-23
Bokf, NA
INCREASED43,00542,617+388+1%$13.1M$12.6M-$491.8K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED42,75942,929-1700%$13.1M$12.5M-$659.5K2026-10-27
Eagle Strategies LLC
INCREASED42,74541,338+1,407+3%$12.7M$12.5M-$176.0K2026-10-16
Avantax Planning Partners, Inc.
DECREASED41,61444,532-2,918-7%$13.6M$12.2M-$1.5M2026-11-03
Fusion Capital, LLC
INCREASED41,53740,231+1,306+3%$12.3M$12.1M-$189.7K2026-10-28
Provident Wealth Management, LLC
DECREASED40,25054,971-14,721-27%$16.8M$11.8M-$5.1M2026-10-20
D.A. Davidson & Co.
DECREASED40,23540,809-574-1%$12.5M$11.8M-$747.0K2026-10-28
Marietta Wealth Management, LLC
DECREASED39,93740,200-263-1%$12.3M$11.6M-$704.4K2026-10-22
Gladwyn Financial Advisors, Inc.
DECREASED39,72339,761-380%$12.2M$11.6M-$575.6K2026-10-05
Sage Financial Group Inc
INCREASED38,36837,754+614+2%$11.6M$11.2M-$356.7K2026-10-27
RTD Financial Advisors, Inc.
DECREASED36,12636,547-421-1%$11.2M$10.6M-$641.9K2026-10-09
Concurrent Investment Advisors, LLC
INCREASED35,70228,667+7,035+25%$8.8M$10.4M+$1.6M2026-10-16
Prosperity Planning, Inc.
INCREASED35,18634,198+988+3%$10.5M$10.3M-$197.3K2026-10-09
Bare Financial Services, Inc
INCREASED35,07634,210+866+3%$10.5M$10.2M-$232.8K2026-11-04
Nfsg Corp
INCREASED34,59232,220+2,372+7%$9.9M$10.1M+$235.5K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED34,52934,121+408+1%$10.5M$10.1M-$365.2K2026-11-06
Lmcg Investments, LLC
DECREASED32,67233,657-985-3%$10.3M$9.5M-$765.6K2026-10-21
Connecticut Wealth Management, LLC
DECREASED32,39632,765-369-1%$10.0M$9.5M-$573.0K2026-10-13
Junk Investment Group, LLC
INCREASED31,60829,540+2,068+7%$9.0M$9.2M+$184.6K2026-10-19
Harbor Investment Advisory, LLC
INCREASED31,26730,695+572+2%$9.4M$9.1M-$268.8K2026-10-13
Hapanowicz & Associates Financial Services, Inc
DECREASED29,19830,605-1,407-5%$9.4M$8.5M-$846.2K2026-10-29
Pittenger & Anderson Inc
DECREASED28,67528,681-60%$8.8M$8.4M-$409.0K2026-11-02
MMA Asset Management LLC
INCREASED28,17927,452+727+3%$8.4M$8.2M-$177.5K2026-11-02
Ascent Group, LLC
DECREASED24,93625,720-784-3%$7.9M$7.3M-$594.2K2026-10-30
Aufman Associates Inc
INCREASED24,71524,429+286+1%$7.5M$7.2M-$263.2K2026-11-04
Highland Capital Management, LLC
DECREASED24,15024,261-1110%$7.4M$7.1M-$376.9K2026-10-26
Bank of New York Mellon Corp
INCREASED23,94212,456+11,486+92%$3.8M$7.0M+$3.2M2026-11-05
Eclectic Associates Inc
DECREASED23,60024,445-845-3%$7.5M$6.9M-$593.3K2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED23,59124,746-1,155-5%$7.6M$6.9M-$688.8K2026-10-05
Greenup Street Wealth Management LLC
DECREASED23,55436,567-13,013-36%$11.2M$6.9M-$4.3M2026-10-28
Kieckhefer Group LLC
DECREASED23,52623,527-10%$7.2M$6.9M-$334.3K2026-10-13
Regions Financial Corp
INCREASED23,4849,676+13,808+143%$3.0M$6.9M+$3.9M2026-11-05
Integrity Alliance, Llc.
INCREASED23,36422,278+1,086+5%$6.8M$6.8M+$9192026-10-29
Cranbrook Wealth Management, LLC
DECREASED23,29123,462-171-1%$7.2M$6.8M-$383.1K2026-10-28
IVC Wealth Advisors LLC
INCREASED23,03922,659+380+2%$6.9M$6.7M-$210.6K2026-10-23
Genesis Private Wealth, LLC
INCREASED22,90822,714+194+1%$7.0M$6.7M-$265.9K2026-11-02
Zeit Capital LLC
DECREASED22,67222,803-131-1%$7.0M$6.6M-$362.0K2026-10-19
Perigon Wealth Management, LLC
INCREASED22,57522,084+491+2%$6.8M$6.6M-$170.2K2026-10-22
HB Wealth Management, LLC
DECREASED22,49622,679-183-1%$6.9M$6.6M-$375.7K2026-10-23
First United Bank & Trust
INCREASED22,27021,625+645+3%$6.6M$6.5M-$118.7K2026-10-22
Arch Global Advisors, LLC
INCREASED21,99521,204+791+4%$6.5M$6.4M-$70.0K2026-10-23
Tenret Co LLC
NEW21,960—+21,960——$6.4M—2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED21,90521,062+843+4%$6.5M$6.4M-$52.7K2026-11-03
Park Avenue Securities LLC
INCREASED20,99819,343+1,655+9%$5.9M$6.1K-$5.9M2026-10-26
Councilor Wealth, LLC
DECREASED19,75320,053-300-1%$6.1M$5.8M-$372.3K2026-10-09
Aprio Wealth Management, LLC
DECREASED19,74721,786-2,039-9%$6.7M$5.8M-$904.7K2026-10-28
rebel Financial LLC
INCREASED19,11012,751+6,359+50%$3.9M$5.6M+$1.7M2026-11-04
Central Trust Co
DECREASED19,06419,454-390-2%$6.0M$5.6M-$390.2K2026-11-05
IFP Advisors, Inc
DECREASED18,92721,312-2,385-11%$6.5M$5.5M-$999.3K2026-10-16
Linscomb Wealth, Inc.
INCREASED18,24716,286+1,961+12%$5.0M$5.3M+$341.5K2026-11-05
Baring Financial LLC
INCREASED17,96217,538+424+2%$5.4M$5.2M-$125.4K2026-10-07
Fifth Third Securities, Inc.
DECREASED17,81619,124-1,308-7%$5.9M$5.2M-$653.6K2026-10-21
Citizens Financial Group Inc
INCREASED17,75217,741+11+0%$5.4M$5.2M-$248.6K2026-10-23
Moneco Advisors, LLC
INCREASED17,51617,515+1+0%$5.4M$5.1M-$248.3K2026-11-05
Savant Capital, LLC
DECREASED17,33631,508-14,172-45%$8.9M$5.1M-$3.9M2026-11-06
CX Institutional
INCREASED17,25315,924+1,329+8%$4.9K$5.0K+$1622026-10-02
Mather Group, Llc.
DECREASED16,49116,501-100%$5.1M$4.8M-$237.2K2026-10-14
Titleist Asset Management, LLC
DECREASED16,29716,642-345-2%$5.1M$4.8M-$336.9K2026-10-08
Brighton Jones LLC
INCREASED16,24316,139+104+1%$4.9M$4.7M-$198.9K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED15,81028,441-12,631-44%$8.7M$4.6K-$8.7M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED15,21614,561+655+5%$4.5M$4.4M-$15.5K2026-10-21
Atria Investments, Inc
DECREASED14,26514,748-483-3%$4.5M$4.2M-$350.4K2026-10-15
White Lighthouse Investment Management Inc.
INCREASED14,25713,586+671+5%$4.2M$4.2M+$3.0K2026-10-21
Ifrah Financial Services, Inc.
DECREASED14,13314,496-363-2%$4.4M$4.1M-$311.9K2026-10-13
Sylvest Advisors, LLC
INCREASED14,0591,223+12,836+1050%$374.6K$4.1M+$3.7M2026-10-26
Cohen Klingenstein LLC
INCREASED13,98413,922+62+0%$4.3M$4.1M-$179.6K2026-10-15
Clark Financial Services Group Inc
DECREASED13,77913,813-340%$4.2M$4.0M-$206.0K2026-10-19
PFG Advisors
INCREASED13,72213,030+692+5%$4.0M$4.0M+$17.2K2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED13,68719,252-5,565-29%$5.9M$4.0M-$1.9M2026-10-07
MidAtlantic Capital Management, Inc.
INCREASED13,60513,601+4+0%$4.2M$4.0M-$192.2K2026-11-05
Berman McAleer LLC
INCREASED13,46413,424+40+0%$4.1M$3.9M-$178.9K2026-10-16
Sovran Advisors, LLC
INCREASED13,29912,289+1,010+8%$3.6M$3.9M+$314.5K2026-11-02
MSH Capital Advisors LLC
DECREASED13,20113,225-240%$4.1M$3.9M-$194.8K2026-11-03
Allstreet Capital Advisors LLC
DECREASED13,17713,223-460%$4.1M$3.8M-$201.1K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED12,81913,859-1,040-7%$4.2M$3.7M-$500.5K2026-11-05
Mustard Seed Financial, LLC
INCREASED12,74312,319+424+3%$3.8M$3.7M-$51.1K2026-10-30
Wedmont Private Capital
DECREASED12,73013,161-431-3%$4.0M$3.8M-$186.2K2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED12,29712,325-280%$3.8M$3.6M-$183.2K2026-10-16
Krilogy Financial LLC
DECREASED12,26612,900-634-5%$4.0M$3.7M-$287.2K2026-10-13
SilverOak Wealth Management LLC
DECREASED12,07412,200-126-1%$3.7M$3.5M-$210.0K2026-10-29
Crestwood Advisors Group, LLC
DECREASED12,03212,063-310%$3.7M$3.5M-$180.4K2026-10-27
Moody National Bank Trust Division
DECREASED12,02912,112-83-1%$3.7M$3.5M-$196.2K2026-10-06
Juncture Wealth Strategies, LLC
DECREASED11,96812,028-600%$3.7M$3.5M-$188.3K2026-10-06
Vise Technologies, Inc.
INCREASED11,90511,364+541+5%$3.5M$3.5M-$3.2K2026-10-29
Choreo, LLC
INCREASED11,65510,960+695+6%$3.4M$3.4M+$47.5K2026-10-28
Steph & Co
DECREASED11,64611,722-76-1%$3.6M$3.4M-$188.7K2026-10-07
Sagace Wealth Management LLC
DECREASED11,57715,823-4,246-27%$4.8M$3.4M-$1.5M2026-10-28
Chicago Partners Investment Group LLC
INCREASED11,57711,562+15+0%$3.4M$3.3M-$83.0K2026-10-27
Sterling Financial Planning, Inc.
INCREASED11,55111,514+37+0%$3.5M$3.4M-$152.6K2026-10-28
First Premier Bank
INCREASED11,5208,525+2,995+35%$2.6K$3.4K+$7532026-10-13
Clearstead Advisors, LLC
DECREASED11,51111,743-232-2%$3.6M$3.4M-$234.5K2026-11-06
Lionshead Wealth Management, LLC
INCREASED11,43111,030+401+4%$3.4M$3.3M-$39.4K2026-10-21
Strategic Wealth Advisors LLC
INCREASED11,41410,899+515+5%$3.0K$3.3M+$3.3M2026-11-06
Werba Rubin Papier Wealth Management
INCREASED11,37311,268+105+1%$3.5M$3.3M-$129.3K2026-11-06
Valley Wealth Managers, Inc.
DECREASED11,31311,512-199-2%$3.5M$3.3M-$221.6K2026-10-09
Founders Financial Securities LLC
INCREASED11,29710,402+895+9%$3.2M$3.3M+$113.7K2026-10-28
American Financial & TAX Strategies Inc
DECREASED11,11011,298-188-2%$3.5M$3.2M-$215.4K2026-10-16
Prospera Financial Services Inc
DECREASED10,96712,486-1,519-12%$3.8M$3.1M-$682.9K2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED10,96510,96500%$3.4M$3.2M-$155.7K2026-10-15
Visionary Wealth Advisors
INCREASED10,94710,587+360+3%$3.2M$3.2M-$45.3K2026-11-04
Thrive Capital Management, LLC
INCREASED10,7409,161+1,579+17%$2.8M$3.1M+$330.9K2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED10,54610,128+418+4%$3.1M$3.1M-$21.9K2026-11-04
Tower View Wealth Management LLC
DECREASED10,37010,677-307-3%$3.3M$3.0M-$241.4K2026-10-23
Thrivent Financial for Lutherans
INCREASED9,9346,102+3,832+63%$1.9M$2.9K-$1.9M2026-11-05
Capital Advisors, Ltd. LLC
INCREASED9,9249,921+3+0%$3.0K$2.9K-$1402026-10-27
Lodestar Private Asset Management LLC
NEW9,529—+9,529——$2.8M—2026-10-26
Victory Financial Group, LLC
DECREASED9,5039,545-420%$2.9M$2.8M-$147.6K2026-10-27
Intergy Private Wealth, LLC
UNCHANGED9,4819,48100%$2.9M$2.8M-$134.6K2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED9,3599,434-75-1%$2.9M$2.7M-$155.9K2026-10-30
LeConte Wealth Management, LLC
DECREASED9,30710,282-975-9%$3.1M$2.7M-$430.8K2026-10-20
Magnus Financial Group LLC
INCREASED9,0919,086+5+0%$2.8M$2.7M-$127.5K2026-10-21
Willis Johnson Wealth, Inc.
DECREASED8,7349,012-278-3%$2.8M$2.6M-$209.2K2026-11-03
Creative Financial Designs Inc
DECREASED8,5039,580-1,077-11%$2.9M$2.5M-$450.7K2026-11-04
Cooksen Wealth, LLC
DECREASED8,4868,578-92-1%$2.6M$2.6M-$60.6K2026-10-13
Stevens Capital Partners
DECREASED8,4438,718-275-3%$2.7M$2.5M-$204.4K2026-10-29
1834 Investment Advisors Co
INCREASED8,3877,926+461+6%$2.4M$2.4M+$22.1K2026-10-16
Cordoba Advisory Partners LLC
INCREASED8,2597,263+996+14%$2.2M$2.4M+$193.1K2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED8,2548,559-305-4%$2.6M$2.4M-$210.7K2026-10-27
Coquina Private Wealth LLC
INCREASED8,2221,241+6,981+563%$380.2K$2.4M+$2.0M2026-10-27
Americana Partners, LLC
UNCHANGED8,1308,13000%$2.5M$2.4M-$115.4K2026-10-28
Kassira Wealth Management LLC
DECREASED8,0938,108-150%$2.5M$2.4M-$119.5K2026-10-28
KPP Advisory Services LLC
DECREASED7,9788,521-543-6%$2.6M$2.3M-$279.6K2026-10-26
Meridian Financial Advisors, LLC
DECREASED7,9698,059-90-1%$2.5M$2.3M-$140.7K2026-10-14
ERn Financial, LLC
DECREASED7,9538,101-148-2%$2.5M$2.3M-$158.4K2026-10-28
Davenport & Co LLC
DECREASED7,9528,033-81-1%$2.5M$2.3M-$137.7K2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED7,9187,961-43-1%$2.4M$2.3M-$125.7K2026-10-19
Net Worth Advisory Group
INCREASED7,8696,704+1,165+17%$2.1M$2.3M+$267.5K2026-10-20
Insight Advisors, LLC/ PA
DECREASED7,6807,745-65-1%$2.4M$2.2M-$128.9K2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED7,3297,32900%$2.2K$2.1K-$1042026-10-13
Washington Trust Advisors, Inc.
INCREASED7,2867,011+275+4%$2.1M$2.1M-$19.3K2026-10-22
Oppenheimer & Co Inc
INCREASED7,2826,426+856+13%$2.0M$2.1M+$158.8K2026-10-26
GC Wealth Management RIA, LLC
DECREASED7,1698,380-1,211-14%$2.6M$2.1M-$472.7K2026-11-02
NBT Bank, N.A.
DECREASED7,1537,180-270%$2.2M$2.1M-$109.8K2026-10-21
Meridian Wealth Management, LLC
INCREASED7,1247,092+32+0%$2.2M$2.1M-$86.6K2026-11-05
Quadrant Capital Group LLC
DECREASED7,0637,080-170%$2.2M$2.1M-$63.0K2026-10-20
Friday Financial
INCREASED7,0574,887+2,170+44%$1.5M$2.1M+$611.8K2026-10-09
Fee-Only Financial Planning, L.C.
DECREASED7,0457,093-48-1%$2.2M$2.1M-$114.7K2026-10-23
Venture Visionary Partners LLC
DECREASED7,0057,205-200-3%$2.2M$2.0M-$160.7K2026-10-07
Brookstone Capital Management
INCREASED6,9905,962+1,028+17%$1.8M$2.0M+$215.7K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED6,9384,417+2,521+57%$1.4M$2.0M+$673.8K2026-10-15
Indivisible Partners
INCREASED6,7526,667+85+1%$2.0M$2.0M-$69.8K2026-10-26
Capital Squared Financial LLC
INCREASED6,7296,130+599+10%$1.9M$2.0M+$87.7K2026-10-30
Summit Wealth Group LLC / Co
DECREASED6,7197,741-1,022-13%$2.4M$2.0M-$408.4K2026-10-29
Waystone Advisors LLC
DECREASED6,6176,645-280%$2.0M$2.0M-$8.6K2026-10-16
TFB Advisors LLC
INCREASED6,5046,451+53+1%$2.0M$1.9M-$76.1K2026-11-02
Apollon Wealth Management, LLC
INCREASED6,4446,346+98+2%$1.9M$1.9M-$61.6K2026-10-23
Quadrant Private Wealth Management, LLC
NEW6,416—+6,416——$1.9M—2026-11-04
Apollon Financial, LLC
INCREASED6,3634,969+1,394+28%$1.5M$1.9M+$336.5K2026-10-23
Level Four Advisory Services, LLC
DECREASED6,2826,523-241-4%$2.0M$1.8M-$162.9K2026-11-06
Community Financial Services Group, LLC
UNCHANGED6,2316,23100%$1.9M$1.8M-$56.0K2026-10-15
Mascagni Wealth Management, Inc.
DECREASED6,2196,223-40%$1.9M$1.8M-$89.4K2026-10-23
Weinberger Asset Management, Inc
DECREASED6,2146,343-129-2%$1.9M$1.8M-$59.5K2026-10-28
Berkshire Money Management, Inc.
NEW6,200—+6,200——$1.8M—2026-10-21
RFG Advisory, LLC
INCREASED6,1871,123+5,064+451%$343.9K$1.8M+$1.5M2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED6,1366,317-181-3%$1.9M$1.8M-$142.6K2026-10-22
Brady Martz Wealth Solutions, LLC
DECREASED6,1156,128-130%$1.9M$1.8M-$91.0K2026-11-05
Sigma Planning Corp
DECREASED6,0408,985-2,945-33%$2.8M$1.8M-$987.8K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED6,0406,04000%$1.8M$1.8M-$85.8K2026-10-07
Joel Isaacson & Co., LLC
DECREASED5,9166,076-160-3%$1.9M$1.7M-$133.1K2026-11-05
Tritonpoint Wealth, LLC
DECREASED5,8615,936-75-1%$1.8M$1.7M-$106.2K2026-10-19
City Holding Co
DECREASED5,8526,132-280-5%$1.9M$1.7M-$168.9K2026-10-19
UMB Bank, n.a.
DECREASED5,7576,069-312-5%$1.9M$1.7M-$177.3K2026-11-06
Keybank National Association
DECREASED5,6605,800-140-2%$1.8M$1.7M-$123.3K2026-11-04
Hilltop National Bank
DECREASED5,5885,717-129-2%$1.8M$1.6M-$118.9K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED5,5645,673-109-2%$1.7M$1.6M-$112.5K2026-10-23
Strategic Wealth Investment Group, LLC
DECREASED5,4705,499-29-1%$1.7M$1.6M-$86.6K2026-10-29
Bernardo Wealth Planning LLC
INCREASED5,4402,720+2,720+100%$833.1K$1.6M+$755.9K2026-10-23
Falcon Wealth Planning
DECREASED5,4325,664-232-4%$1.7M$1.6M-$148.4K2026-11-06
Wealth Preservation Advisors, LLC
INCREASED5,4224,027+1,395+35%$1.2M$1.6M+$350.2K2026-11-05
Ironwood Financial, llc
INCREASED5,3944,530+864+19%$1.4M$1.6M+$218.5K2026-10-20
BKM Wealth Management, LLC
INCREASED5,3873,660+1,727+47%$1.1M$1.6M+$452.5K2026-10-22
Legacy Edge Advisors, LLC
INCREASED5,3824,960+422+9%$1.5M$1.6M+$52.8K2026-11-06
Michels Family Financial, LLC
INCREASED5,3335,210+123+2%$1.6M$1.6M-$37.9K2026-11-02
Csenge Advisory Group
INCREASED5,2974,985+312+6%$1.5M$1.5M+$20.3K2026-11-04
FC Advisory LLC
INCREASED5,2654,973+292+6%$1.5M$1.5M+$14.6K2026-10-05
Spire Wealth Management
INCREASED5,1304,853+277+6%$1.5M$1.5M+$12.2K2026-10-30
Daymark Wealth Partners, LLC
INCREASED5,1025,040+62+1%$1.5M$1.5M-$53.6K2026-11-04
Center For Asset Management LLC
DECREASED5,0915,276-185-4%$1.6M$1.5M-$128.9K2026-10-16
Uptick Partners, LLC
DECREASED5,0905,526-436-8%$1.7M$1.5M-$205.9K2026-11-04
Warner Financial, Inc
INCREASED5,0195,014+5+0%$1.5M$1.5M-$69.9K2026-11-06
Lido Advisors, LLC
INCREASED4,9854,982+3+0%$1.5M$1.5M-$69.8K2026-11-04
Pennsylvania Capital Management Inc
UNCHANGED4,8824,88200%$1.5M$1.4M-$69.3K2026-11-05
Flagstar Securities, Inc
INCREASED4,8593,465+1,394+40%$1.1M$1.4M+$357.6K2026-10-15
Verus Capital Partners, LLC
DECREASED4,7624,837-75-2%$1.5M$1.4M-$90.5K2026-11-03
Accel Wealth Management
DECREASED4,7544,763-90%$1.5M$1.4M-$70.3K2026-10-13
Tsfg, LLC
DECREASED4,7237,515-2,792-37%$2.3M$1.4K-$2.3M2026-10-23
Modera Wealth Management, LLC
INCREASED4,7053,307+1,398+42%$1.0M$1.4M+$361.4K2026-10-28
American Institute for Advanced Investment Management, LLP
DECREASED4,6914,706-150%$1.4M$1.4M-$71.2K2026-11-03
MGO One Seven LLC
DECREASED4,6154,772-157-3%$1.5M$1.3M-$113.7K2026-10-28
Principle Wealth Partners LLC
UNCHANGED4,5914,59100%$1.4M$1.3M-$65.2K2026-11-02
Silverlake Wealth Management LLC
DECREASED4,5754,599-24-1%$1.4M$1.3M-$72.1K2026-10-21
Wedbush Securities Inc
INCREASED4,5684,396+172+4%$1.3M$1.3K-$1.3M2026-10-22
Evergreen Wealth Management, LLC
DECREASED4,5234,537-140%$1.4M$1.3M-$68.7K2026-11-06
Beacon Advisors Holdings, LLC
DECREASED4,4984,672-174-4%$1.4M$1.3M-$117.2K2026-10-27
Mainstream Capital Management LLC
DECREASED4,3155,764-1,449-25%$1.8M$1.3M-$505.1K2026-10-23
Autumn Glory Partners, LLC
UNCHANGED4,3004,30000%$1.3M$1.3M-$61.1K2026-10-26
Royal Fund Management, LLC
DECREASED4,2934,448-155-3%$1.4M$1.3M-$108.3K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED4,2924,361-69-2%$1.3M$1.3M-$82.2K2026-11-04
PKS Advisory Services, LLC
UNCHANGED4,2794,27900%$1.3M$1.3M$02026-10-26
Beacon Financial Planning, Inc
INCREASED4,2384,234+4+0%$1.3M$1.2M-$59.0K2026-11-04
Fairscale Capital, LLC
DECREASED4,2214,277-56-1%$1.3M$1.2M-$100.7K2026-11-04
Salem Investment Counselors Inc
INCREASED4,1244,115+9+0%$1.3M$1.2M-$55.8K2026-10-13
Capital Management Associates, Inc
DECREASED4,0855,443-1,358-25%$1.7M$1.2M-$474.0K2026-10-20
DeLarme Wealth Management, Inc.
INCREASED3,9883,973+15+0%$1.2M$1.2M-$52.0K2026-10-30
Signal Advisors Wealth, LLC
INCREASED3,9623,253+709+22%$996.3K$1.2M+$161.0K2026-10-13
Plante Moran Financial Advisors, LLC
DECREASED3,9554,497-542-12%$1.4M$1.2M-$222.2K2026-11-04
Parallel Advisors, LLC
DECREASED3,9303,933-30%$1.2M$1.1M-$56.9K2026-11-03
Members Wealth LLC
DECREASED3,8833,927-44-1%$1.2M$1.2M-$37.2K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED3,8783,87800%$1.2M$1.1M-$55.1K2026-10-05
Whitegate Investment Counselors, Inc.
INCREASED3,8523,851+1+0%$1.2M$1.1M-$54.5K2026-11-02
Shira Ridge Wealth Management
DECREASED3,8304,232-402-9%$1.3M$1.1M-$177.6K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED3,8233,001+822+27%$919.3K$1.1M+$197.5K2026-10-13
St. Louis Trust Co
UNCHANGED3,8013,80100%$1.7M$1.1M-$575.9K2026-11-03
Cherrydale Wealth Management, LLC
DECREASED3,7943,874-80-2%$1.2M$1.1M-$78.4K2026-10-20
XML Financial, LLC
DECREASED3,7803,828-48-1%$1.2M$1.1M-$68.5K2026-10-29
Koshinski Asset Management, Inc.
INCREASED3,7733,768+5+0%$1.2M$1.1M-$52.0K2026-10-29
SC&H Financial Advisors, Inc.
DECREASED3,7073,751-44-1%$1.1M$1.1M-$66.1K2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED3,6423,053+589+19%$935.0K$1.1M+$128.8K2026-10-14
Sapient Capital LLC
INCREASED3,6323,599+33+1%$1.1M$1.1M-$41.5K2026-10-08
Zions Bancorporation, National Association
DECREASED3,6033,632-29-1%$1.1M$1.1M-$60.0K2026-11-06
Compound Planning, Inc.
INCREASED3,6023,534+68+2%$1.1M$1.1M-$30.1K2026-11-05
Collective Family Office LLC
INCREASED3,6023,551+51+1%$1.1M$1.1M-$35.5K2026-10-05
Grimes & Co Wealth Management, LLC
DECREASED3,5843,938-354-9%$1.2M$1.0M-$159.2K2026-10-29
Farmers & Merchants Investments Inc
DECREASED3,5623,570-80%$1.1M$1.0M-$53.0K2026-10-22
Geneva Partners, LLC
INCREASED3,5293,527+2+0%$1.1M$1.0M-$49.7K2026-10-26
TME Financial, Inc.
DECREASED3,5125,337-1,825-34%$1.6M$1.0M-$608.9K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED3,4813,614-133-4%$1.1M$1.0M-$90.1K2026-11-04
High Net Worth Advisory Group LLC
UNCHANGED3,4723,47200%$1.1M$1.0M-$49.1K2026-10-26
Oakworth Capital, Inc.
UNCHANGED3,4513,45100%$1.1M$1.0M-$43.3K2026-10-26
Manchester Capital Management LLC
DECREASED3,4383,776-338-9%$1.2M$1.0M-$152.3K2026-10-22
Schear Investment Advisers, LLC
NEW3,425—+3,425——$1.0M—2026-10-14
Tempo Wealth, LLC
INCREASED3,4253,421+4+0%$1.0M$1.0M-$47.3K2026-10-14
World Equity Group, Inc.
INCREASED3,4022,995+407+14%$917.4K$993.7K+$76.4K2026-10-14
Plancorp, LLC
INCREASED3,3831,965+1,418+72%$588.7K$969.4K+$380.7K2026-11-03
Independence Asset Advisors, LLC
INCREASED3,3353,331+4+0%$1.0M$974.1K-$46.1K2026-10-23
Advisory Solutions Group, LLC
NEW3,328—+3,328——$972.1K—2026-10-14
First Financial Bank - Trust Division
UNCHANGED3,3283,32800%$1.0M$972.1K-$47.3K2026-10-01
Finward Bancorp
DECREASED3,3103,535-225-6%$1.1M$966.9K-$115.9K2026-10-14
Richard P Slaughter Associates Inc
DECREASED3,2634,199-936-22%$1.3M$953.1K-$333.1K2026-10-13
Briggs Wealth Management, Inc
UNCHANGED3,2623,26200%$999.2K$952.8K-$46.3K2026-10-26
Ritholtz Wealth Management
DECREASED3,2473,295-48-1%$1.0M$948.4K-$60.8K2026-11-05
Calamos Wealth Management LLC
DECREASED3,1963,226-30-1%$988.1K$933.6K-$54.6K2026-11-02
Jnba Financial Advisors
DECREASED3,1943,302-108-3%$1.0M$932.8K-$78.4K2026-11-03
Provident Living Financial Services, Inc.
UNCHANGED3,0963,09600%$948.2K$886.9K-$61.3K2026-11-03
Carnegie Investment Counsel
INCREASED3,0802,998+82+3%$918.3K$899.7K-$18.6K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED3,0752,257+818+36%$691.3K$904.9K+$213.6K2026-11-05
Gryphon Financial Partners LLC
DECREASED3,0613,069-80%$939.9K$894.2K-$45.7K2026-11-04
International Assets Investment Management, LLC
INCREASED3,0532,664+389+15%$809.6K$900.5K+$90.8K2026-11-02
Wesbanco Bank Inc
DECREASED3,0263,083-57-2%$944.3K$883.9K-$60.4K2026-11-04
Certified Advisory Corp
DECREASED2,9943,061-67-2%$937.6K$874.4K-$63.2K2026-10-29
Norden Group LLC
DECREASED2,9783,006-28-1%$920.6K$869.9K-$50.7K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED2,9642,515+449+18%$770.4K$865.9K+$95.4K2026-11-02
Waller Financial Planning Group, Inc
DECREASED2,9563,025-69-2%$926.5K$863.6K-$63.0K2026-10-07
Greenwood Gearhart LLC
INCREASED2,9522,948+4+0%$903.0K$862.3K-$40.7K2026-11-02
Aviso Wealth Management
INCREASED2,9232,867+56+2%$878.3K$853.7K-$24.7K2026-11-04
Sound Income Strategies, LLC
DECREASED2,90647,004-44,098-94%$14.4M$865.5K-$13.5M2026-10-09
Sterling Investment Counsel, LLC
DECREASED2,9013,766-865-23%$1.2M$847.4K-$306.1K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED2,8472,820+27+1%$863.8K$831.7K-$32.1K2026-10-22
15 Wealth Advisors LLC
NEW2,813—+2,813——$821.4K—2026-10-14
Rossby Financial, LCC
INCREASED2,8052,429+376+15%$742.7K$819.3K+$76.7K2026-11-05
LightSquare Wealth Management, LLC
DECREASED2,8002,992-192-6%$916.4K$818.0K-$98.5K2026-11-03
Independent Wealth Network Inc.
DECREASED2,7972,845-48-2%$871.3K$816.9K-$54.4K2026-10-19
Kanawha Capital Management LLC
UNCHANGED2,7672,76700%$847.5K$808.2K-$39.3K2026-10-19
Valley Forge Investment Consultants Inc ADV
INCREASED2,7272,725+2+0%$834.6K$796.4K-$38.2K2026-11-03
Bouvel Investment Partners, LLC
INCREASED2,7152,673+42+2%$818.7K$793.1K-$25.7K2026-10-13
Revolve Wealth Partners, LLC
DECREASED2,6912,940-249-8%$900.4K$786.1K-$114.3K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,6592,836-177-6%$868.8K$776.8K-$91.9K2026-10-14
Enclave Advisors LLC
UNCHANGED2,6562,65600%$813.5K$775.8K-$37.7K2026-10-14
Sowell Financial Services LLC
DECREASED2,6522,656-40%$813.5K$774.8K-$38.7K2026-10-23
Washington Trust Bank
INCREASED2,6212,607+14+1%$798.5K$765.6K-$32.9K2026-11-03
Dynamic Advisor Solutions LLC
UNCHANGED2,6202,62000%$802.4K$765.3K-$37.1K2026-10-13
Roman Butler Fullerton & Co
DECREASED2,6132,614-10%$782.8K$755.5K-$27.3K2026-10-27
Clear Harbor Asset Management, LLC
UNCHANGED2,6092,60900%$799.1K$762.0K-$37.0K2026-11-05
Thompson Siegel & Walmsley LLC
UNCHANGED2,6012,60100%$797.0K$760-$796.2K2026-11-05
AdvisorNet Financial, Inc
DECREASED2,5712,669-98-4%$817.4K$747.3K-$70.1K2026-10-15
Pacific Excel Wealth Advisors, Inc.
NEW2,559—+2,559——$747.5K—2026-10-27
Advocate Investing Services LLC
UNCHANGED2,5332,53300%$775.9K$739.9K-$36.0K2026-10-26
Burns Matteson Capital Management, LLC
DECREASED2,5262,680-154-6%$821.0K$737.8K-$83.3K2026-10-16
Willow Creek Wealth Management Inc.
INCREASED2,5182,516+2+0%$770.9K$735.6K-$35.3K2026-10-26
Goelzer Investment Management, Inc.
DECREASED2,5162,527-110%$774.0K$734.9K-$39.1K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED2,4862,537-51-2%$777.1K$726.2K-$50.9K2026-11-05
Roof Eidam Maycock Peralta, LLC
UNCHANGED2,4802,48000%$759.6K$724.4K-$35.2K2026-10-15
BCS Wealth Management
UNCHANGED2,4442,44400%$748.6K$713.9K-$34.7K2026-11-03
Simon Quick Advisors, LLC
DECREASED2,4422,639-197-7%$808.3K$713.3K-$94.9K2026-10-26
StoneX Group Inc.
INCREASED2,4381,342+1,096+82%$411.6K$719.5K+$307.9K2026-11-03
Thayer Partners, LLC / MA
INCREASED2,4262,423+3+0%$742.3K$708.7K-$33.6K2026-11-06
Evolution Advisers, Inc.
UNCHANGED2,3892,38900%$731.0K$694.7K-$36.4K2026-11-06
Cullen T Bankers, Inc.
INCREASED2,368812+1,556+192%$248.7K$691.6K+$442.9K2026-10-28
Sepio Capital, LP
UNCHANGED2,3182,31800%$710.0K$677.1K-$32.9K2026-10-22
Ridgewood Investments LLC
DECREASED2,3092,365-56-2%$724.4K$674.4K-$49.9K2026-10-05
West Bancorporation Inc
DECREASED2,2642,318-54-2%$710.0K$661.3K-$48.7K2026-10-29
Waterfront Wealth Inc.
DECREASED2,2592,505-246-10%$757.2K$657.1K-$100.1K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED2,2072,726-519-19%$834.9K$644.8K-$190.1K2026-10-26
Exchange Traded Concepts, LLC
DECREASED2,2032,272-69-3%$695.9K$643.5K-$52.4K2026-10-28
Ocean Park Asset Management, LLC
DECREASED2,2032,272-69-3%$695.9K$643.5K-$52.4K2026-10-21
TritonPoint Partners, LLC
DECREASED2,1985,936-3,738-63%$1.8M$642.1K-$1.2M2026-11-05
Lynx Investment Advisory
INCREASED2,1911,699+492+29%$520.4K$639.9K+$119.5K2026-10-27
FWG Investments, Llc.
DECREASED2,1542,240-86-4%$686.1K$629.2K-$56.9K2026-11-03
Legacy Capital Wealth Partners, LLC
UNCHANGED2,1542,15400%$659.8K$629.2K-$30.6K2026-10-21
JFS Wealth Advisors, LLC
DECREASED2,1352,319-184-8%$710.3K$623.7K-$86.6K2026-11-03
Russell Investments Group, Ltd.
INCREASED2,1101,644+466+28%$503.5K$616.3K+$112.8K2026-11-06
MCF Advisors LLC
UNCHANGED2,1092,10900%$646.0K$616.1K-$29.9K2026-10-28
Powell Investment Advisors, LLC
UNCHANGED2,1092,10900%$646.0K$616.0K-$29.9K2026-10-22
HUB Investment Partners, LLC
INCREASED2,1061,861+245+13%$570.0K$615.2K+$45.1K2026-11-03
Verdence Capital Advisors LLC
INCREASED2,0851,527+558+37%$467.6K$609.1K+$141.5K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED2,0824,385-2,303-53%$1.3M$608.2K-$723.9K2026-10-13
Axxcess Wealth Management, LLC
INCREASED2,078681+1,397+205%$208.6K$606.9K+$398.4K2026-10-21
Lodestone Wealth Management LLC
INCREASED2,0741,887+187+10%$578.0K$605.7K+$27.7K2026-10-14
Valeo Financial Advisors, LLC
DECREASED2,0662,317-251-11%$709.8K$603.4K-$106.4K2026-10-08
Greenspring Advisors, LLC
INCREASED2,0541,027+1,027+100%$314.6K$600.0K+$285.4K2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED2,0442,043+1+0%$625.7K$597.2K-$28.5K2026-11-05
Cypress Wealth Services, LLC
UNCHANGED2,0422,04200%$625.5K$620.9K-$4.6K2026-10-21
Tannin Capital LLC
DECREASED2,0182,039-21-1%$624.5K$589.5K-$35.1K2026-11-05
Wilkerson Advisory Group LLC
INCREASED2,0082,006+2+0%$614.5K$586.7K-$27.8K2026-10-20
Willner & Heller, LLC
INCREASED1,9971,995+2+0%$611.2K$583.5K-$27.7K2026-10-28
Pinion Investment Advisors, LLC
INCREASED1,9861,970+16+1%$603.4K$580.1K-$23.3K2026-11-04
Nicholas Wealth, Llc.
INCREASED1,9691,382+587+42%$423.2K$575.1K+$151.9K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED1,9691,96900%$603.0K$575.1K-$27.9K2026-10-21
Valley National Advisers Inc
INCREASED1,9431,929+14+1%$590.8K$567.6K-$23.2K2026-10-23
Ddfg, Inc
DECREASED1,9081,926-18-1%$589.9K$557.5K-$32.5K2026-10-15
Investors Asset Management of Georgia Inc
INCREASED1,8971,869+28+2%$572.5K$554.1K-$18.3K2026-10-20
Evergreen Capital Management LLC
UNCHANGED1,8741,87400%$574.0K$547.4K-$26.6K2026-10-23
Fragasso Financial Advisors Inc
DECREASED1,8491,866-17-1%$571.6K$559.3K-$12.3K2026-10-13
Archford Capital Strategies, LLC
UNCHANGED1,8041,80400%$552.6K$526.9K-$25.6K2026-10-19
Milestone Investment Advisors LLC
UNCHANGED1,7781,77800%$544.6K$519.4K-$25.2K2026-11-05
BLB&B Advisors, LLC
INCREASED1,7741,504+270+18%$460.7K$518.2K+$57.5K2026-10-27
Kennicott Capital Management LLC
UNCHANGED1,7391,73900%$532.7K$508.0K-$24.7K2026-10-16
Smith Asset Management Co., LLC
INCREASED1,7261,723+3+0%$527.8K$504.2K-$23.6K2026-10-16
Graetz Wealth LLC
INCREASED1,6981,492+206+14%$457.0K$495.9K+$38.9K2026-10-27
Tectonic Advisors LLC
DECREASED1,6951,700-50%$520.8K$495.1K-$25.7K2026-10-22
Sara-Bay Financial
INCREASED1,6891,534+155+10%$469.9K$493.3K+$23.4K2026-10-21
Merited Wealth, LLC
DECREASED1,6841,911-227-12%$585.2K$491.9K-$93.3K2026-10-13
Univest Financial Corp
INCREASED1,6841,666+18+1%$510.2K$491.8K-$18.4K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED1,6771,676+1+0%$513.5K$489.7K-$23.8K2026-11-04
Horizon Financial Services, LLC
INCREASED1,6681,521+147+10%$465.9K$487.2K+$21.3K2026-11-04
Facet Wealth, Inc.
NEW1,662—+1,662——$485.5K—2026-11-04
Mission Wealth Management, LP
DECREASED1,6582,956-1,298-44%$905.5K$484.3K-$421.2K2026-10-15
GEN Financial Management, Inc.
UNCHANGED1,6401,64000%$502.3K$479.0K-$23.3K2026-10-13
Aaron Wealth Advisors LLC
UNCHANGED1,6351,63500%$500.8K$477.6K-$23.2K2026-10-13
Beacon Financial Group
UNCHANGED1,5661,56600%$479.7K$457.4K-$22.2K2026-10-19
Ledyard National Bank
DECREASED1,5221,715-193-11%$525.3K$444.6K-$80.7K2026-10-21
WP Advisors, LLC
INCREASED1,5041,502+2+0%$460.1K$439.4K-$20.8K2026-10-22
Perryman Financial Advisory Inc
UNCHANGED1,5041,50400%$460.7K$439.3K-$21.4K2026-10-16
RFG Holdings, Inc.
INCREASED1,5011,499+2+0%$459.3K$438.5K-$20.8K2026-10-30
Reynders McVeigh Capital Management, LLC
UNCHANGED1,5001,50000%$459.0K$438.2K-$20.9K2026-10-30
Madison Park Capital Advisors, LLC
DECREASED1,4991,665-166-10%$504.6K$437.9K-$66.7K2026-10-28
Creekside Partners
INCREASED1,4931,492+1+0%$457.1K$436.0K-$21.1K2026-11-04
Lake Street Private Wealth, LLC
INCREASED1,4831,482+1+0%$454.2K$433.2K-$21.0K2026-10-22
Soltis Investment Advisors LLC
INCREASED1,4811,090+391+36%$334.0K$432.5K+$98.5K2026-10-28
Peterson Wealth Advisors, LLC
DECREASED1,4761,478-20%$452.8K$431.2K-$21.6K2026-10-08
Acropolis Investment Management, LLC
UNCHANGED1,4751,47500%$451.8K$430.8K-$20.9K2026-10-08
Intelligence Driven Advisers, LLC
INCREASED1,4731,471+2+0%$450.6K$430.3K-$20.3K2026-10-09
Caldwell Trust Co
DECREASED1,4581,473-15-1%$451.2K$425.9K-$25.3K2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED1,4571,533-76-5%$469.6K$425.6K-$44.0K2026-10-20
Simplicity Wealth,LLC
DECREASED1,4532,262-809-36%$692.8K$424.4K-$268.4K2026-10-23
Diversify Advisory Services, LLC
INCREASED1,4481,437+11+1%$423.5K$426.5K+$3.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED1,4481,437+11+1%$423.5K$426.5K+$3.0K2026-10-20
Townsend Asset Management Corp
INCREASED1,4461,445+1+0%$442.5K$422.4K-$20.0K2026-10-29
Private Trust Co NA
UNCHANGED1,4461,44600%$442.9K$422.4K-$20.5K2026-10-20
Advocate Group LLC
NEW1,423—+1,423——$415.7K—2026-10-19
Northstar Asset Management Co
DECREASED1,4001,500-100-7%$438.2K$411.4K-$26.9K2026-10-22
Atwood & Palmer Inc
DECREASED1,3961,401-50%$429.1K$407.7K-$21.4K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED1,3191,202+117+10%$368.2K$385.3K+$17.1K2026-10-21
Eddie Patel Inc
NEW1,315—+1,315——$384.2K—2026-11-02
Anchor Capital Advisors LLC
INCREASED1,3081,089+219+20%$333.6K$382.1K+$48.5K2026-11-05
Asset Dedication, LLC
INCREASED1,3011,238+63+5%$379.2K$380.0K+$8232026-11-03
Noble Wealth Management PBC
UNCHANGED1,3001,30000%$398.2K$379.7K-$18.5K2026-10-01
Unique Wealth, LLC
INCREASED1,2901,260+30+2%$385.9K$376.8K-$9.1K2026-10-16
LWM Advisors Inc
INCREASED1,2731,224+49+4%$375.1K$371.7K-$3.3K2026-10-08
Independent Solutions Wealth Management, LLC
DECREASED1,2611,281-20-2%$392.4K$368.3K-$24.0K2026-10-28
Morton Brown Family Wealth, LLC
DECREASED1,2571,480-223-15%$453.3K$367.2K-$86.2K2026-10-23
Klingman & Associates, LLC
UNCHANGED1,2481,24800%$382.3K$364.5K-$17.7K2026-10-20
Bishop & Co Investment Management, LLC
DECREASED1,2361,260-24-2%$385.9K$361.0K-$24.9K2026-11-05
Financial Council, LLC
UNCHANGED1,2321,23200%$377.4K$359.9K-$17.5K2026-11-02
Fisher Asset Management, LLC
DECREASED1,2261,419-193-14%$434.8K$358.3K-$76.5K2026-11-06
Richardson Financial Services Inc.
DECREASED1,2181,380-162-12%$422.7K$355.8K-$66.9K2026-10-30
Argentarii, LLC
DECREASED1,2141,271-57-4%$389.6K$354.6K-$35.0K2026-10-28
TD Private Client Wealth LLC
INCREASED1,1861,051+135+13%$321.9K$346.4K+$24.5K2026-10-28
Old North State Wealth Management, LLC
DECREASED1,1841,312-128-10%$402.9K$347.1K-$55.8K2026-10-22
Legacy Wealth Partners, LLC
DECREASED1,1831,312-129-10%$401.9K$345.6K-$56.3K2026-10-15
Balboa Wealth Partners
DECREASED1,1671,826-659-36%$559.3K$340.9K-$218.4K2026-10-20
Parsons Capital Management Inc
UNCHANGED1,1641,16400%$356.5K$340.0K-$16.5K2026-10-28
Root Financial Partners, LLC
DECREASED1,1611,450-289-20%$444.2K$339.0K-$105.3K2026-10-21
Howland Capital Management LLC
UNCHANGED1,1521,15200%$353.3K$336.5K-$16.8K2026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED1,1451,14500%$350.7K$334.5K-$16.3K2026-10-15
Larson Financial Group LLC
INCREASED1,1441,131+13+1%$346.4K$334.0K-$12.3K2026-11-05
Bath Savings Trust Co
INCREASED1,136728+408+56%$223.0K$331.8K+$108.8K2026-10-07
Monetary Solutions, Ltd
INCREASED1,114619+495+80%$189.6K$325.4K+$135.8K2026-10-22
First Citizens Bank & Trust Co
INCREASED1,113835+278+33%$255.8K$325.1K+$69.3K2026-10-14
Gallacher Capital Management LLC
UNCHANGED1,1111,11100%$340.3K$324.5K-$15.8K2026-10-30
Richmond Investment Services, LLC
INCREASED1,1101,109+1+0%$339.5K$324.2K-$15.3K2026-10-29
Chapin Davis, Inc.
UNCHANGED1,1101,11000%$340.0K$324.2K-$15.8K2026-10-09
Grove Street Fiduciary, LLC
NEW1,107—+1,107——$323.4K—2026-10-13
Synergy Asset Management, LLC
INCREASED1,106914+192+21%$280.0K$323.1K+$43.1K2026-11-05
Schneider Downs Wealth Management Advisors, LP
UNCHANGED1,1051,10500%$338.5K$322.8K-$15.7K2026-10-27
Headland Capital, LLC
DECREASED1,0851,119-34-3%$342.8K$317.0K-$25.8K2026-11-06
VestGen Advisors, LLC
DECREASED1,0801,707-627-37%$522.7K$315.5K-$207.2K2026-10-27
Leading Edge Financial Planning LLC
DECREASED1,0779,383-8,306-89%$2.9M$314.6K-$2.6M2026-10-23
L. Roy Papp & Associates, LLP
UNCHANGED1,0771,07700%$329.9K$314.6K-$15.4K2026-10-21
Welch & Forbes LLC
NEW1,060—+1,060——$309.6K—2026-11-04
LifeGoal Investments, LLC
NEW1,055—+1,055——$308.2K—2026-10-09
Triton Wealth Management, Pllc
DECREASED1,0421,183-141-12%$353.7K$302.7K-$51.0K2026-11-04
Kendall Capital Management
UNCHANGED1,0411,04100%$318.9K$304.1K-$14.8K2026-10-23
CPA Asset Management Group, LLC
UNCHANGED1,0321,03200%$316.1K$301.4K-$14.7K2026-10-26
Strategic Blueprint, LLC
DECREASED1,0291,046-17-2%$320.4K$300.4K-$20.0K2026-10-22
Odyssey Capital Advisors, Inc.
INCREASED1,024999+25+3%$306.0K$299.1K-$6.9K2026-10-26
WealthBridge Capital Management, LLC
INCREASED1,016997+19+2%$305.4K$296.8K-$8.6K2026-10-16
Stage Harbor Financial, LLC
UNCHANGED1,0151,01500%$310.9K$296.5K-$14.4K2026-11-03
New England Private Wealth Advisors LLC
INCREASED1,0081,007+1+0%$294.3K$294.3K-$312026-10-19
City State Bank
UNCHANGED1,0021,00200%$306.9K$292.7K-$14.2K2026-10-20
S.A. Mason LLC
UNCHANGED1,0001,00000%$306.3K$292.1K-$14.2K2026-10-13
Long Island Wealth Management, Inc.
UNCHANGED99699600%$305.1K$290.9K-$14.1K2026-10-20
Partners in Financial Planning
DECREASED9881,317-329-25%$403.3K$288.5K-$114.8K2026-11-06
MBL Wealth, LLC
UNCHANGED98598500%$301.7K$287.7K-$14.0K2026-10-22
Welch Group, LLC
INCREASED982893+89+10%$273.5K$286.8K+$13.3K2026-10-29
Accredited Investors Inc.
DECREASED980982-20%$300.8K$286.3K-$14.5K2026-11-03
Forum Financial Management, LP
UNCHANGED98098000%$300.2K$286.3K-$13.9K2026-10-16
Beese Fulmer Investment Management, Inc.
INCREASED975693+282+41%$212.3K$284.8K+$72.5K2026-10-23
Martel Wealth Advisors LLC
UNCHANGED97597500%$298.6K$284.7K-$13.8K2026-10-14
William Mack & Associates, Inc.
UNCHANGED96696600%$295.9K$282.2K-$13.7K2026-10-27
Sicart Associates LLC
UNCHANGED96596500%$295.6K$278.6K-$17.0K2026-10-29
Galvin, Gaustad & Stein, LLC
UNCHANGED96096000%$294.0K$280.4K-$13.6K2026-10-08
Beacon Financial Advisory LLC
UNCHANGED94294200%$288.4K$275.3K-$13.1K2026-10-16
Columbus Macro, LLC
UNCHANGED93693600%$286.7K$273.4K-$13.3K2026-10-14
NWF Advisory Services Inc.
DECREASED9331,055-122-12%$323.1K$272.6K-$50.6K2026-10-19
Sigma Investment Counselors Inc
UNCHANGED92892800%$284.2K$271.1K-$13.2K2026-10-27
OFS Enterprise LLC
UNCHANGED92192100%$282.1K$269.0K-$13.1K2026-10-16
Arbor Investment Advisors, LLC
UNCHANGED91991900%$281.5K$268.4K-$13.1K2026-10-26
Relyea Zuckerberg Hanson LLC
UNCHANGED90690600%$277.5K$264.6K-$12.9K2026-10-20
Clarity Capital Advisors, LLC
UNCHANGED88988900%$272.4K$259.8K-$12.6K2026-10-27
CoreCap Advisors, LLC
DECREASED881944-63-7%$289.1K$257.3K-$31.8K2026-10-08
Richwood Investment Advisors, LLC
UNCHANGED88088000%$269.5K$257.0K-$12.5K2026-10-30
Balefire, LLC
DECREASED874896-22-2%$274.5K$255.3K-$19.2K2026-10-09
AMG National Trust Bank
UNCHANGED86886800%$265.9K$253.5K-$12.3K2026-11-05
Castle Rock Wealth Management, LLC
INCREASED861860+1+0%$261.3K$261.7K+$4172026-10-09
Winthrop Advisory Group LLC
INCREASED854853+1+0%$261.4K$249.4K-$12.0K2026-10-22
SteelPeak Wealth, LLC
INCREASED853852+1+0%$261.1K$249.1K-$12.0K2026-10-16
Investment Partners, Ltd.
NEW850—+850——$248.3K—2026-10-29
FAI Advisors, Inc.
UNCHANGED83983900%$257.0K$245.1K-$11.9K2026-10-27
Samalin Investment Counsel, LLC
INCREASED837836+1+0%$256.1K$244.5K-$11.6K2026-10-23
Syntax Research, Inc.
UNCHANGED83783700%$256.4K$244.5K-$11.9K2026-11-04
CRA Financial Services, LLC
UNCHANGED83383300%$255.2K$243.4K-$11.8K2026-10-16
Earned Wealth Advisors, LLC
INCREASED824775+49+6%$237.4K$240.7K+$3.3K2026-11-06
Key FInancial Inc
UNCHANGED82382300%$252.1K$240.4K-$11.7K2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED82382300%$240.5K$240.5K-$502026-10-20
Courier Capital LLC
INCREASED818793+25+3%$242.9K$238.9K-$4.0K2026-10-19
Hardworking Capital Advisors, LLC
NEW816—+816——$238.4K—2026-10-20
Paulson Wealth Management Inc.
DECREASED8151,063-248-23%$325.6K$238.0K-$87.6K2026-11-02
Brown Miller Wealth Management, LLC
DECREASED813843-30-4%$258.1K$237.3K-$20.7K2026-11-02
Fearless Solutions, LLC dba Best Invest
UNCHANGED81381300%$249.0K$237.5K-$11.5K2026-10-14
Florida Trust Wealth Management Co
DECREASED811843-32-4%$258.2K$236.9K-$21.3K2026-11-05
Armor Investment Advisors, LLC
UNCHANGED80080000%$245.0K$233.7K-$11.4K2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED7961,049-253-24%$321.3K$232.7K-$88.6K2026-11-04
First American Bank
NEW795—+795——$232.2K—2026-10-27
Planned Solutions, Inc.
UNCHANGED79379300%$242.9K$231.6K-$11.3K2026-10-19
Tounjian Advisory Partners, LLC
INCREASED78933+756+2291%$10.0K$230.6K+$220.6K2026-11-04
Aspiriant, LLC
DECREASED7701,828-1,058-58%$559.9K$224.9K-$335.0K2026-10-16
Daviman Financial, LLC
DECREASED770777-7-1%$238.0K$224.9K-$13.1K2026-11-06
Financial Perspectives, Inc
UNCHANGED77077000%$235.9K$224.9K-$10.9K2026-11-03
Elm3 Financial Group, LLC
DECREASED769780-11-1%$238.9K$224.6K-$14.4K2026-10-07
Artesa Financial Group, LLC
DECREASED768823-55-7%$252.1K$224.3K-$27.7K2026-10-29
Baker Avenue Asset Management, LP
NEW767—+767——$224.1K—2026-11-06
Griffin Asset Management, Inc.
UNCHANGED76476400%$234.0K$223.2K-$10.8K2026-10-22
Quantum Financial Partners LLC
INCREASED763697+66+9%$213.7K$222.9K+$9.2K2026-10-19
Clearstead Trust, LLC
INCREASED762150+612+408%$45.9K$222.6K+$176.6K2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED76276200%$233.4K$222.5K-$10.9K2026-10-13
Pinnacle Associates LTD
UNCHANGED76276200%$233.4K$222.6K-$10.8K2026-10-20
SkyOak Wealth, LLC
DECREASED752817-65-8%$250.2K$219.7K-$30.6K2026-10-28
Alpine Bank Wealth Management
DECREASED7513,219-2,468-77%$986.0K$219.4K-$766.6K2026-10-16
Advisory Advocates, LLC
INCREASED751749+2+0%$229.4K$219.4K-$10.1K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED751750+1+0%$229.9K$219.5K-$10.4K2026-10-26
Manske Wealth Management
UNCHANGED74374300%$227.6K$217.0K-$10.5K2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED74174100%$227.0K$216.4K-$10.5K2026-10-20
GoalVest Advisory LLC
DECREASED737787-50-6%$241.1K$215.3K-$25.8K2026-10-02
SWP Financial LLC
UNCHANGED73473400%$224.8K$214.4K-$10.4K2026-10-23
Nicholas Hoffman & Company, Llc.
UNCHANGED73273200%$224.2K$213.8K-$10.4K2026-10-30
Apella Capital, LLC
INCREASED728694+34+5%$208.7K$218.6K+$9.8K2026-10-08
Verity Asset Management, Inc.
INCREASED726725+1+0%$222.1K$212.1K-$10.0K2026-10-30
Certuity, LLC
INCREASED720718+2+0%$220.1K$210.4K-$9.6K2026-11-02
Signaturefd, LLC
DECREASED719825-106-13%$252.6K$209.9K-$42.7K2026-10-23
Innova Wealth Partners
NEW714—+714——$208.4K—2026-10-21
XY Planning Network, Inc.
DECREASED713722-9-1%$221.2K$208.3K-$12.9K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED712692+20+3%$212.0K$208.7K-$3.2K2026-10-30
Fiduciary Alliance LLC
DECREASED711884-173-20%$270.7K$207.6K-$63.1K2026-10-13
Lee, Kelleher & Klein Wealth Management
DECREASED711795-84-11%$243.5K$207.7K-$35.8K2026-10-08
Agate Pass Investment Management, LLC
UNCHANGED70970900%$217.2K$207.1K-$10.1K2026-10-20
Colony Family Offices, LLC
DECREASED706799-93-12%$244.7K$206.2K-$38.5K2026-10-22
Fulton Bank, N.A.
UNCHANGED70470400%$215.6K$205.6K-$10.0K2026-10-14
Jacobi Capital Management LLC
UNCHANGED70470400%$215.6K$205.7K-$9.9K2026-11-05
Haven Private, LLC
NEW702—+702——$205.1K—2026-10-27
Private Client Services, LLC
INCREASED700665+35+5%$203.8K$204.5K+$6822026-10-02
Capital Investment Advisors, LLC
UNCHANGED69869800%$213.8K$204.0K-$9.8K2026-10-22
October Effect Ltd
DECREASED696806-110-14%$246.9K$203.3K-$43.6K2026-10-20
BancFirst Trust & Investment Management
UNCHANGED69669600%$211.4K$205.0K-$6.4K2026-10-30
Accurate Wealth Management, LLC
DECREASED695707-12-2%$213.7K$207.2K-$6.5K2026-10-20
Trilogy Capital Inc.
DECREASED6941,908-1,214-64%$584.3K$202.7K-$381.6K2026-10-20
Monument Group Wealth Advisors, LLC
NEW692—+692——$202.4K—2026-10-21
Monument Capital Management
UNCHANGED69269200%$212.0K$202.1K-$9.8K2026-10-09
Sunrise Financial Services, LLC
UNCHANGED67267200%$205.8K$196.3K-$9.5K2026-10-21
Legacy Bridge, LLC
UNCHANGED65665600%$200.9K$191.6K-$9.3K2026-10-28
Elevation Wealth Partners, LLC
UNCHANGED61561500%$188.5K$179.8K-$8.7K2026-10-07
Archer Investment Corp
INCREASED599501+98+20%$153.5K$175.0K+$21.6K2026-11-05
SBK Financial, Inc.
UNCHANGED57057000%$174.6K$166.5K-$8.1K2026-11-02
Gen-Wealth Partners Inc
UNCHANGED56556500%$173.1K$165.0K-$8.0K2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED55855800%$170.9K$163.0K-$7.9K2026-10-26
Holos Integrated Wealth LLC
UNCHANGED53253200%$160.0K$153.8K-$6.2K2026-10-23
AlphaCore Capital LLC
DECREASED528529-10%$162.0K$154.2K-$7.8K2026-11-04
Richards, Merrill & Peterson, Inc.
UNCHANGED51451400%$157.3K$150.1K-$7.3K2026-10-19
Beacon Financial Strategies Corp
UNCHANGED50850800%$155.5K$148.3K-$7.2K2026-10-14
Grove Bank & Trust
UNCHANGED50050000%$153.2K$146.1K-$7.1K2026-10-08
Rossmore Private Capital
UNCHANGED50050000%$153.2K$146.1K-$7.1K2026-10-27
Tradewinds Capital Management, LLC
DECREASED495583-88-15%$178.6K$144.6K-$34.0K2026-10-23
Compass Financial Management LLC
INCREASED477156+321+206%$48.0K$139.4K+$91.4K2026-10-30
Olistico Wealth, LLC
UNCHANGED47547500%$145.5K$138.7K-$6.7K2026-10-05
Trust Co of Toledo NA
UNCHANGED46446400%$142.1K$135.5K-$6.6K2026-10-16
Hickory Point Bank & Trust
UNCHANGED42742700%$130.8K$124.7K-$6.1K2026-10-01
Blue Trust, Inc.
INCREASED421178+243+137%$54.6K$123.0K+$68.4K2026-10-15
Wagner Wealth Management, LLC
UNCHANGED40840800%$125.0K$119.2K-$5.8K2026-10-21
Quest 10 Wealth Builders, Inc.
UNCHANGED40340300%$123.4K$117.7K-$5.7K2026-11-02
Latitude Advisors, LLC
NEW385—+385——$112.5K—2026-10-27
Lanark Financial, Inc.
INCREASED381366+15+4%$112.1K$111.3K-$8152026-10-26
North Star Investment Management Corp.
UNCHANGED37037000%$113.3K$108.1K-$5.3K2026-10-27
MV Capital Management, Inc.
UNCHANGED36236200%$110.9K$105.7K-$5.1K2026-10-29
Vermillion Wealth Management, Inc.
DECREASED361499-138-28%$152.7K$105.3K-$47.4K2026-10-26
Align Financial, LLC
UNCHANGED34634600%$106.0K$101.1K-$4.9K2026-10-16
Trust Co of Vermont
UNCHANGED33333300%$102.0K$97.3K-$4.7K2026-10-21
Ascentis Independent Advisors
NEW332—+332——$97.2K—2026-11-03
Citizens National Bank Trust Department
NEW320—+320——$93.5K—2026-11-04
Angeles Wealth Management, LLC
UNCHANGED30530500%$93.4K$89.1K-$4.3K2026-10-26
Bangor Savings Bank
DECREASED300440-140-32%$134.8K$87.6K-$47.1K2026-10-06
Flagship Wealth Advisors, LLC
DECREASED295309-14-5%$94.7K$86.2K-$8.5K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED29329300%$89.7K$85.6K-$4.2K2026-10-22
NBH Bank
UNCHANGED28728700%$87.9K$83.8K-$4.1K2026-11-05
Fairman Group, LLC
UNCHANGED26926900%$82.3K$78.5K-$3.8K2026-10-26
Bullock Wealth Management Group
UNCHANGED26926900%$81.7K$79.3K-$2.4K2026-10-09
Clean Yield Group
UNCHANGED25425400%$77.8K$74.2K-$3.6K2026-10-28
Balentine LLC
UNCHANGED25325300%$77.5K$74.0K-$3.5K2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED24924900%$76.3K$72.7K-$3.5K2026-10-16
Meriwether Wealth & Planning, LLC
NEW245—+245——$71.6K—2026-10-13
Hughes Financial Services, LLC
DECREASED244334-90-27%$102.3K$72.0K-$30.3K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED24024000%$47.0K$70-$47.0K2026-11-04
Evermay Wealth Management LLC
UNCHANGED23023000%$70.3K$67.1K-$3.3K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED21421400%$65.5K$62.5K-$3.0K2026-10-23
Horizons Wealth Management
NEW204—+204——$59.6K—2026-10-05
Elevated Capital Advisors, LLC
UNCHANGED20020000%$61.3K$58.4K-$2.8K2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED20020000%$61.3K$58.4K-$2.8K2026-10-27
SBI Securities Co., Ltd.
DECREASED199202-3-1%$61.9K$58.1K-$3.7K2026-10-22
Triumph Capital Management
INCREASED19246+146+317%$14.1K$56.1K+$42.0K2026-10-14
Barrett & Company, Inc.
UNCHANGED19019000%$58.2K$55.5K-$2.7K2026-10-22
Abound Wealth Management
INCREASED189147+42+29%$45.0K$55.2K+$10.2K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED18518500%$56.2K$54.5K-$1.7K2026-10-16
Winch Advisory Services, LLC
UNCHANGED18518500%$56.7K$54.1K-$2.5K2026-11-06
Entrust Financial LLC
INCREASED183165+18+11%$50.6K$53.6K+$3.0K2026-11-04
Parkside Financial Bank & Trust
DECREASED178184-6-3%$56.4K$52.1K-$4.3K2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED16816800%$51.5K$49.1K-$2.4K2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED16516500%$50.5K$48.2K-$2.3K2026-10-14
Gamma Investing LLC
DECREASED163178-15-8%$54.5K$47.6K-$6.9K2026-10-08
Eastern Bank
UNCHANGED15115100%$46.3K$44.1K-$2.1K2026-10-05
Next Level Wealth Planning, LLC
NEW150—+150——$43.8K—2026-10-29
Concord Wealth Partners
DECREASED150471-321-68%$144.4K$43.9K-$100.6K2026-11-02
Bank of New Hampshire
UNCHANGED14514500%$44.4K$42.4K-$2.1K2026-10-06
Cordgrass Capital Advisors, LLC
UNCHANGED13413400%$41.0K$39.1K-$1.9K2026-10-30
Duncker Streett & Co Inc
DECREASED129330-201-61%$101.1K$37.7K-$63.4K2026-10-27
EPG Wealth Management LLC
UNCHANGED11911900%$36.5K$34.8K-$1.7K2026-11-03
Roxbury Financial LLC
UNCHANGED11011000%$33.7K$32.1K-$1.6K2026-10-01
First Bancorp, Inc
UNCHANGED10010000%$30.6K$29.2K-$1.4K2026-10-26
Kentucky Trust Co
UNCHANGED10010000%$30.6K$29.2K-$1.4K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED981+97+9700%$334$28.7K+$28.3K2026-11-05
Phillips Financial Management, LLC
UNCHANGED959500%$29.1K$27.8K-$1.3K2026-10-19
Financial Consulate, Inc
UNCHANGED898900%$27.3K$26.0K-$1.3K2026-10-23
Center for Financial Planning, Inc.
UNCHANGED888800%$27.0K$25.7K-$1.3K2026-10-26
Foresight Capital Management Advisors, Inc.
NEW81—+81——$23.7K—2026-10-27
IMG Wealth Management, Inc.
UNCHANGED818100%$24.8K$23.7K-$1.2K2026-10-27
Balance Wealth Partners LLC
NEW78—+78——$22.8K—2026-10-27
Register Financial Advisors LLC
INCREASED776+71+1183%$1.8K$22.5K+$20.7K2026-10-23
SYM Financial Corp
NEW74—+74——$21.6K—2026-10-26
Lloyd Advisory Services, Llc.
INCREASED7369+4+6%$21.2K$21.4K+$2112026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED696900%$21.1K$20.2K-$9802026-10-30
Strategic Advocates LLC
DECREASED67246-179-73%$75.4K$19.6K-$55.8K2026-11-03
Carolina Wealth Advisors, LLC
NEW64—+64——$18.7K—2026-10-23
Physician Wealth Advisors, Inc.
INCREASED6212+50+417%$3.7K$18.1K+$14.5K2026-10-20
McCarley & Cook Financial Planners
UNCHANGED585800%$17.8K$16.9K-$8232026-10-21
United Financial Planning Group LLC
UNCHANGED565600%$17.1K$16.3K-$7922026-11-04
Independence Bank of Kentucky
UNCHANGED555500%$16.8K$16.1K-$7812026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED505000%$15.3K$14.6K-$7102026-10-13
Harbor Asset Planning, Inc.
UNCHANGED505000%$15.2K$14.5K-$6852026-10-23
Pacific Center for Financial Services
UNCHANGED484800%$14.7K$14.0K-$6822026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED484800%$14.5K$14.3K-$1712026-11-04
Nemes Rush Group LLC
INCREASED4639+7+18%$11.9K$13.4K+$1.5K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED4543+2+5%$13.2K$13.2K-$92026-11-03
Signature Equity Partners, LLC
UNCHANGED424200%$13.0K$12.4K-$5962026-10-29
Coston, McIsaac & Partners
INCREASED4019+21+111%$5$11.7K+$11.7K2026-11-06
Signature Resources Capital Management, LLC
UNCHANGED383800%$11.6K$11.1K-$5392026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED373700%$11.3K$10.8K-$5252026-10-16
Kelleher Financial Advisors
DECREASED3570-35-50%$21.4K$10.2K-$11.2K2026-10-30
Maseco LLP
UNCHANGED333300%$10.2K$9.7K-$4652026-10-27
Vima LLC
UNCHANGED333300%$10.1K$9.6K-$4692026-10-23
Thompson Investment Management, Inc.
UNCHANGED313100%$9.5K$9.1K-$4402026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED313100%$9.5K$9.1K-$4402026-10-20
Markowski Investments
UNCHANGED303000%$9.1K$8.7K-$4132026-10-30
Wells Financial Advisors Inc
UNCHANGED292900%$8.9K$8.5K-$4122026-11-02
Golden State Wealth Management, LLC
UNCHANGED282800%$8.6K$8.2K-$3842026-11-02
Advanced Asset Management Advisors Inc
UNCHANGED282800%$8.5K$8.1K-$3822026-10-20
MilWealth Group LLC
NEW27—+27——$7.9K—2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED252500%$7.7K$7.3K-$3552026-11-03
Eukles Asset Management
UNCHANGED242400%$7.4K$7.0K-$3412026-11-04
Davis Capital Management
UNCHANGED202000%$6.1K$5.8K-$2842026-10-08
Costello Asset Management, Inc
UNCHANGED151500%$4.7K$4.5K-$2112026-10-30
Go Invest LLC
UNCHANGED151500%$4.6K$4.4K-$2122026-10-09
Central Pacific Bank - Trust Division
UNCHANGED151500%$4.6K$4.4K-$2132026-10-06
Nvwm, LLC
UNCHANGED151500%$4.6K$4.4K-$2132026-10-14
Heritage Family Offices, LLP
NEW13—+13——$3.8K—2026-11-02
GK Wealth Management LLC
NEW13—+13——$3.8K—2026-10-09
First Financial Corp
UNCHANGED131300%$4.0K$3.8K-$1852026-10-13
Salomon & Ludwin, LLC
UNCHANGED121200%$3.6K$3.5K-$1422026-10-29
Montgomery Financial Services LLC
NEW10—+10——$2.9K—2026-11-03
Global Trust Asset Management, LLC
UNCHANGED101000%$3.2K$3.1K-$1442026-10-19
Networth Advisors, LLC
UNCHANGED9900%$2.8K$2.6K-$1242026-11-03
Planning Strategies Inc.
UNCHANGED9900%$2.8K$2.6K-$1282026-10-02
Bell Investment Advisors, Inc
UNCHANGED8800%$2.5K$2.3K-$1142026-10-29
Cape Investment Advisory, Inc.
DECREASED743-36-84%$13.2K$2.0K-$11.1K2026-10-13
Evolution Wealth Management Inc.
UNCHANGED7700%$2.1K$2.0K-$992026-10-28
James T. Borello RIA
UNCHANGED7700%$2.1K$2.0K-$992026-10-16
Investment Research & Advisory Group, Inc.
UNCHANGED5500%$1.5K$1.5K-$712026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED5500%$1.5K$1.5K-$712026-10-14
Avion Wealth
UNCHANGED5500%$1$1$02026-11-04
Aspect Partners, LLC
UNCHANGED5500%$1.5K$1.5K-$712026-10-20
Kingdom Financial Group Llc.
UNCHANGED3300%$920$879-$412026-11-04
Park National Corp
CLOSED08,874-8,874-100%$2.7M$0-$2.7M2026-10-05
Southland Equity Partners LLC
CLOSED05,636-5,636-100%$1.7M$0-$1.7M2026-10-14
Ehrlich Financial Group
CLOSED04,250-4,250-100%$1.3M$0-$1.3M2026-10-20
FDx Advisors, Inc.
CLOSED01,942-1,942-100%$595.0K$0-$595.0K2026-11-05
Congress Asset Management Co
CLOSED01,341-1,341-100%$410.7K$0-$410.7K2026-10-06
Redmond Asset Management, LLC
CLOSED01,009-1,009-100%$309.1K$0-$309.1K2026-10-27
Patten Group, Inc.
CLOSED0860-860-100%$263.4K$0-$263.4K2026-10-26
Sterling Capital Management LLC
CLOSED0775-775-100%$237.4K$0-$237.4K2026-10-22
Ellerson Group Inc
CLOSED0720-720-100%$220.5K$0-$220.5K2026-11-04
Gilman Hill Asset Management, LLC
CLOSED0707-707-100%$216.6K$0-$216.6K2026-10-13
Advisor OS, LLC
CLOSED0698-698-100%$213.9K$0-$213.9K2026-11-03
1900 Wealth Management LLC
CLOSED0684-684-100%$209.4K$0-$209.4K2026-10-13
Waters Parkerson & Co., LLC
CLOSED0678-678-100%$207.8K$0-$207.8K2026-11-04
Summit Financial Strategies, Inc.
CLOSED0678-678-100%$207.7K$0-$207.7K2026-10-14
Northwest Wealth Advisors, LLC
CLOSED0672-672-100%$205.8K$0-$205.8K2026-11-02
Shayne & Jacobs, LLC
CLOSED0659-659-100%$201.9K$0-$201.9K2026-10-21
Sage Investment Counsel LLC
CLOSED0654-654-100%$200.4K$0-$200.4K2026-10-26
Founders Capital Management
CLOSED0110-110-100%$33.7K$0-$33.7K2026-10-13
Robinswood Financial LLC
CLOSED058-58-100%$17.8K$0-$17.8K2026-10-20
LifeSteps Financial, Inc.
CLOSED055-55-100%$16.8K$0-$16.8K2026-10-15
Tucker Asset Management LLC
CLOSED030-30-100%$9.2K$0-$9.2K2026-10-29
Wolff Wiese Magana LLC
CLOSED011-11-100%$3.4K$0-$3.4K2026-10-15
Morgan Stanley
N/A—3,067,150-3,067,150-100%$939.5M———
Bank of America Corp
N/A—2,120,757-2,120,757-100%$649.6M———
EP Wealth Advisors, LLC
N/A—1,752,727-1,752,727-100%$536.9M———
Wells Fargo & Company
N/A—1,646,597-1,646,597-100%$504.4M———
Royal Bank of Canada
N/A—1,195,402-1,195,402-100%$366.2M———
UBS Group AG
N/A—1,160,373-1,160,373-100%$355.4M———
Jones Financial Companies Lllp
N/A—1,100,734-1,100,734-100%$328.7M———
Truepoint, Inc.
N/A—1,093,223-1,093,223-100%$334.9M———
Northwestern Mutual Wealth Management Co
N/A—905,608-905,608-100%$277.4M———
Moneta Group Investment Advisors LLC
N/A—756,813-756,813-100%$231.8M———
Envestnet Asset Management Inc
N/A—727,903-727,903-100%$222.9M———
Raymond James Financial Inc
N/A—564,845-564,845-100%$173.0M———
Stifel Financial Corp
N/A—519,520-519,520-100%$159.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—497,262-497,262-100%$152.3M———
Ameriprise Financial Inc
N/A—353,090-353,090-100%$108.2M———
Rockefeller Capital Management L.P.
N/A—328,799-328,799-100%$100.7M———
FMR LLC
N/A—243,289-243,289-100%$74.5M———
BNP Paribas Financial Markets
N/A—236,962-236,962-100%$72.6M———
Waverly Advisors, LLC
N/A—236,426-236,426-100%$72.4M———
CIBC Bancorp USA Inc.
N/A—225,823-225,823-100%$69.2M———
Cetera Investment Advisers
N/A—211,342-211,342-100%$64.7M———
Osaic Holdings, Inc.
N/A—208,637-208,637-100%$64.0M———
Equitable Holdings, Inc.
N/A—182,169-182,169-100%$55.8M———
MML Investors Services, LLC
N/A—178,764-178,764-100%$54.8M———
Wellington Management Group LLP
N/A—176,688-176,688-100%$54.1M———
Mariner, LLC
N/A—171,464-171,464-100%$52.5M———
1832 Asset Management L.P.
N/A—167,203-167,203-100%$51.2M———
JPMorgan Chase & Co
N/A—163,014-163,014-100%$49.5M———
NewEdge Advisors, LLC
N/A—147,426-147,426-100%$45.2M———
Benjamin Edwards Inc
N/A—135,119-135,119-100%$41.4M———
Cary Street Partners Financial LLC
N/A—126,973-126,973-100%$38.9M———
Bragg Financial Advisors, Inc
N/A—117,556-117,556-100%$36.0M———
HighTower Advisors, LLC
N/A—117,475-117,475-100%$36.0M———
BHK Investment Advisors, LLC
N/A—98,916-98,916-100%$30.3M———
Adventist Health System/ West
N/A—96,768-96,768-100%$29.6M———
Beacon Pointe Advisors, LLC
N/A—93,904-93,904-100%$28.7M———
Janney Montgomery Scott LLC
N/A—92,061-92,061-100%$28.2M———
Axiom Financial Strategies, LLC
N/A—91,605-91,605-100%$28.1M———
&partners
N/A—90,532-90,532-100%$27.7M———
Natixis Advisors, LLC
N/A—88,188-88,188-100%$27.0M———
Betterment LLC
N/A—84,642-84,642-100%$25.9M———
MAI Capital Management
N/A—80,232-80,232-100%$24.6M———
Dakota Wealth Management
N/A—79,232-79,232-100%$24.3M———
Condor Capital Management
N/A—64,072-64,072-100%$19.6M———
Baird Financial Group, Inc.
N/A—64,055-64,055-100%$19.6M———
Pinnacle Financial Partners, Inc.
N/A—63,662-63,662-100%$19.5M———
Strategic Investment Advisors / MI
N/A—60,758-60,758-100%$18.6M———
Wealthspire Advisors, LLC
N/A—57,951-57,951-100%$17.8M———
Steward Partners Investment Advisory, LLC
N/A—57,481-57,481-100%$17.6M———
Captrust Financial Advisors
N/A—57,109-57,109-100%$17.5M———
Cerity Partners LLC
N/A—56,842-56,842-100%$17.4M———
Blair William & Co
N/A—53,527-53,527-100%$16.4M———
Commerce Bank
N/A—52,834-52,834-100%$16.2M———
Advisory Alpha, LLC
N/A—52,638-52,638-100%$16.1M———
Payne Capital Management, LLC
N/A—52,013-52,013-100%$15.9M———
NorthStar Asset Management LLC
N/A—47,729-47,729-100%$14.6M———
Meramec Financial Planners, LLC
N/A—46,077-46,077-100%$13.6M———
Belpointe Asset Management LLC
N/A—43,372-43,372-100%$13.3M———
Regimen Wealth, LLC
N/A—42,211-42,211-100%$12.9M———
Private Advisor Group, LLC
N/A—41,997-41,997-100%$12.9M———
NewEdge Wealth, LLC
N/A—41,693-41,693-100%$12.8M———
Capital Analysts, LLC
N/A—39,350-39,350-100%$12.1M———
Focus Partners Wealth
N/A—38,872-38,872-100%$11.9M———
Advisors Capital Management, LLC
N/A—38,126-38,126-100%$11.7M———
Redwood Investment Management, LLC
N/A—34,242-34,242-100%$10.5M———
Goldman Sachs Group Inc
N/A—33,282-33,282-100%$10.2M———
Sanctuary Advisors, LLC
N/A—32,081-32,081-100%$9.8M———
Leavell Investment Management, Inc.
N/A—30,742-30,742-100%$9.4M———
First American Trust, FSB
N/A—30,681-30,681-100%$9.4M———
Mercer Global Advisors Inc
N/A—29,618-29,618-100%$9.1M———
Ally Invest Advisors Inc.
N/A—29,609-29,609-100%$9.1M———
Stephens Inc
N/A—29,026-29,026-100%$8.9M———
Regal Investment Advisors LLC
N/A—28,634-28,634-100%$8.8M———
RWA Wealth Partners, LLC
N/A—28,625-28,625-100%$8.8M———
Arax Advisory Partners
N/A—28,109-28,109-100%$8.6M———
Caisse de Depot ET Placement DU Quebec
N/A—27,893-27,893-100%$8.5M———
360 Financial, Inc.
N/A—27,149-27,149-100%$8.3M———
Kingsview Wealth Management, LLC
N/A—27,064-27,064-100%$8.3M———
AQR Capital Management LLC
N/A—26,706-26,706-100%$8.2M———
Northern Trust Corp
N/A—25,710-25,710-100%$7.9M———
Tidal Investments LLC
N/A—25,698-25,698-100%$7.9M———
Texas Yale Capital Corp.
N/A—25,543-25,543-100%$7.8M———
Swan Capital LLC
N/A—25,316-25,316-100%$7.8M———
Brown Advisory Inc
N/A—25,278-25,278-100%$7.7M———
Bank of Montreal
N/A—24,722-24,722-100%$7.6M———
JMG Financial Group, Ltd.
N/A—24,594-24,594-100%$7.5M———
Checchi Capital Advisers, LLC
N/A—24,593-24,593-100%$7.5M———
Transamerica Financial Advisors, LLC
N/A—24,087-24,087-100%$7.4M———
Bleakley Financial Group, LLC
N/A—23,753-23,753-100%$7.3M———
Operose Advisors LLC
N/A—23,535-23,535-100%$7.2M———
Sharp Wealth Advisory, LLC
N/A—22,735-22,735-100%$7.0M———
HFG Advisors, Inc.
N/A—22,683-22,683-100%$6.9M———
Mosaic Family Wealth Partners, LLC
N/A—22,214-22,214-100%$6.8M———
Planning Directions Inc
N/A—22,040-22,040-100%$6.8M———
Waterford Advisors, LLC
N/A—20,897-20,897-100%$5.7M———
Trustmark Bank Trust Department
N/A—19,896-19,896-100%$6.1M———
Asset Management Group, Inc.
N/A—19,843-19,843-100%$6.1M———
Vestmark Advisory Solutions, Inc.
N/A—19,741-19,741-100%$6.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—18,932-18,932-100%$5.8M———
Nwam LLC
N/A—18,865-18,865-100%$5.8M———
HRT Financial LP
N/A—18,763-18,763-100%$5.7M———
Quantinno Capital Management LP
N/A—18,115-18,115-100%$5.5M———
Mutual Advisors, LLC
N/A—18,013-18,013-100%$5.5M———
Virtu Financial LLC
N/A—17,889-17,889-100%$5.5M———
Ausdal Financial Partners, Inc.
N/A—17,813-17,813-100%$5.5M———
Addison Advisors LLC
N/A—17,717-17,717-100%$5.4M———
Prosperity Consulting Group, LLC
N/A—17,582-17,582-100%$5.4M———
SOA Wealth Advisors, Llc.
N/A—17,419-17,419-100%$5.3M———
Summit Financial, LLC
N/A—16,942-16,942-100%$5.2M———
Caprock Group, LLC
N/A—16,350-16,350-100%$5.0M———
Pathstone Holdings, LLC
N/A—16,218-16,218-100%$5.0M———
Goepper Burkhardt LLC
N/A—16,215-16,215-100%$5.0M———
Financial Engines Advisors L.L.C.
N/A—16,050-16,050-100%$4.9M———
Nicolet Bankshares Inc
N/A—15,732-15,732-100%$4.8M———
Keel Point, LLC
N/A—15,283-15,283-100%$4.7M———
Harbour Investments, Inc.
N/A—15,129-15,129-100%$4.6M———
Tiaa Trust, National Association
N/A—15,080-15,080-100%$4.6M———
Great Valley Advisor Group, Inc.
N/A—15,015-15,015-100%$4.6M———
LifePlan Investment Advisors, Inc.
N/A—14,701-14,701-100%$4.5M———
Bravera Wealth
N/A—14,425-14,425-100%$4.4M———
Cary Street Partners Investment Advisory LLC
N/A—14,211-14,211-100%$4.4M———
Focus Partners Advisor Solutions, LLC
N/A—13,623-13,623-100%$4.2M———
Peak Retirement Planning, Inc.
N/A—13,285-13,285-100%$4.1M———
Renaissance Technologies LLC
N/A—12,385-12,385-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—12,137-12,137-100%$3.7M———
Susquehanna International Group, LLP
N/A—11,693-11,693-100%$3.6M———
Wealthfront Advisers LLC
N/A—11,218-11,218-100%$3.4M———
IFG Advisory, LLC
N/A—10,746-10,746-100%$3.3M———
Ballentine Partners, LLC
N/A—10,380-10,380-100%$3.2M———
Global Retirement Partners, LLC
N/A—10,206-10,206-100%$3.1M———
SageView Advisory Group, LLC
N/A—9,919-9,919-100%$3.0M———
Argent Trust Co
N/A—9,905-9,905-100%$3.0M———
Principal Securities, Inc.
N/A—9,765-9,765-100%$3.0M———
Gotham Asset Management, LLC
N/A—9,695-9,695-100%$3.0M———
Chilton Investment Co Inc.
N/A—9,503-9,503-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—9,467-9,467-100%$2.9M———
Kintra Wealth, LLC
N/A—9,451-9,451-100%$3.0M———
BlackRock, Inc.
N/A—9,449-9,449-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—9,368-9,368-100%$2.9M———
World Investment Advisors
N/A—9,243-9,243-100%$2.4M———
Arkadios Wealth Advisors
N/A—9,040-9,040-100%$2.8M———
Simmons Bank
N/A—9,013-9,013-100%$2.8M———
United Capital Financial Advisors, LLC
N/A—8,933-8,933-100%$2.7M———
Institute for Wealth Management, Llc.
N/A—8,815-8,815-100%$2.7M———
BFC Planning, Inc.
N/A—8,692-8,692-100%$2.7M———
Cresset Asset Management, LLC
N/A—8,670-8,670-100%$2.7M———
Cozad Asset Management Inc
N/A—8,652-8,652-100%$2.6M———
Advisory Services Network, LLC
N/A—8,573-8,573-100%$2.6M———
Oxinas Partners, LLC
N/A—8,495-8,495-100%$2.6M———
OneAscent Financial Services LLC
N/A—8,116-8,116-100%$2.5M———
Wealth Alliance, LLC
N/A—8,021-8,021-100%$2.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—8,015-8,015-100%$2.5M———
Nuveen, LLC
N/A—8,013-8,013-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—7,967-7,967-100%$2.4M———
Lowe Brockenbrough & Co Inc
N/A—7,895-7,895-100%$2.4M———
ProVise Management Group, LLC
N/A—7,705-7,705-100%$2.4M———
Causey Wealth LLC
N/A—7,638-7,638-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—7,574-7,574-100%$2.3M———
AE Wealth Management LLC
N/A—7,494-7,494-100%$2.3M———
Maridea Wealth Management LLC
N/A—7,490-7,490-100%$2.3M———
Lowery Thomas, LLC
N/A—7,445-7,445-100%$2.3M———
Main Street Financial Solutions, LLC
N/A—7,427-7,427-100%$2.3M———
Horizon Investments, LLC
N/A—7,327-7,327-100%$2.2M———
Alexander Labrunerie & Co., Inc.
N/A—7,319-7,319-100%$2.2M———
Stuart Investment Advisors, Inc.
N/A—7,250-7,250-100%$2.2M———
Colonial Trust Co / SC
N/A—7,231-7,231-100%$2.2M———
Spartan Wealth Advisory Services LLC
N/A—7,172-7,172-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—7,089-7,089-100%$2.2M———
FAS Wealth Partners, Inc.
N/A—6,677-6,677-100%$2.0M———
Jacobs Equity LLC
N/A—6,604-6,604-100%$2.0M———
Vanguard Advisers Inc
N/A—6,551-6,551-100%$2.0M———
Envision Financial Planning, LLC
N/A—6,351-6,351-100%$1.9M———
Genesis Financial Group, LLC
N/A—6,111-6,111-100%$1.9M———
Fortis Capital Advisors, LLC
N/A—6,074-6,074-100%$1.9M———
Banque Transatlantique SA
N/A—6,034-6,034-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—6,027-6,027-100%$1.8M———
UBS Asset Management Americas LLC
N/A—5,989-5,989-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—5,966-5,966-100%$1.8M———
Family Manage LLC
N/A—5,961-5,961-100%$1.8M———
Nova Wealth Management, Inc.
N/A—5,771-5,771-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—5,681-5,681-100%$1.7M———
Novak & Powell Financial Services, Inc.
N/A—5,426-5,426-100%$1.7M———
Wescott Financial Advisory Group, LLC
N/A—5,398-5,398-100%$1.7M———
J. M. Brown & Associates Inc.
N/A—5,385-5,385-100%$1.6M———
Generations Wealth, LLC
N/A—5,385-5,385-100%$1.6M———
Bessemer Group Inc
N/A—5,199-5,199-100%$1.6M———
Sierra Capital LLC
N/A—5,196-5,196-100%$1.6M———
GTS Securities LLC
N/A—5,114-5,114-100%$1.6M———
IHT Wealth Management, LLC
N/A—5,068-5,068-100%$1.6M———
Frisch Financial Group, Inc.
N/A—5,065-5,065-100%$1.6M———
Wood Tarver Financial Group, LLC
N/A—5,022-5,022-100%$1.5M———
Next Capital Management LLC
N/A—5,020-5,020-100%$1.5M———
Baldwin Investment Management, LLC
N/A—5,000-5,000-100%$1.5M———
Talon Private Wealth, LLC
N/A—4,946-4,946-100%$1.5M———
Brand Asset Management Group, Inc.
N/A—4,898-4,898-100%$1.5M———
Composition Wealth, LLC
N/A—4,870-4,870-100%$1.5M———
Geneos Wealth Management Inc.
N/A—4,793-4,793-100%$1.5M———
TRB Wealth Management, LLC
N/A—4,747-4,747-100%$1.5M———
Cornerstone Advisory, LLC
N/A—4,703-4,703-100%$1.4M———
Ameriflex Group, Inc.
N/A—4,696-4,696-100%$1.4M———
Savvy Advisors, Inc.
N/A—4,662-4,662-100%$1.4M———
Colonial Trust Advisors
N/A—4,591-4,591-100%$1.4M———
WealthShield Partners, LLC
N/A—4,568-4,568-100%$1.4M———
Bank of Hawaii
N/A—4,474-4,474-100%$1.4M———
Whittier Trust Co
N/A—4,450-4,450-100%$1.4M———
MorganRosel Wealth Management, LLC
N/A—4,430-4,430-100%$1.4M———
Whittier Trust Co of Nevada Inc
N/A—4,196-4,196-100%$1.3M———
Johnson Investment Counsel Inc
N/A—4,177-4,177-100%$1.3M———
Rosenblum Silverman Sutton S F Inc
N/A—4,132-4,132-100%$1.3M———
Tyche Wealth Partners LLC
N/A—4,095-4,095-100%$1.3M———
TPG Financial Advisors, LLC
N/A—4,077-4,077-100%$1.2M———
Integrated Investment Consultants, LLC
N/A—4,009-4,009-100%$1.2M———
Hexagon Capital Partners LLC
N/A—3,952-3,952-100%$1.2M———
Alliancebernstein L.P.
N/A—3,886-3,886-100%$1.0M———
CIBC World Market Inc.
N/A—3,835-3,835-100%$1.2M———
Mathes Company, Inc.
N/A—3,820-3,820-100%$1.2M———
Smithfield Trust Co
N/A—3,802-3,802-100%$1.2M———
Clearwater Capital Advisors, LLC
N/A—3,784-3,784-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—3,703-3,703-100%$1.1M———
Horizon Bancorp Inc
N/A—3,703-3,703-100%$1.1M———
CreativeOne Wealth, LLC
N/A—3,556-3,556-100%$1.1M———
Owen LaRue, LLC
N/A—3,473-3,473-100%$1.1M———
Western Wealth Management, LLC
N/A—3,456-3,456-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—3,312-3,312-100%$1.0M———
IEQ Capital, LLC
N/A—3,302-3,302-100%$1.0M———
National Bank of Canada
N/A—3,292-3,292-100%$1.0M———
FFT Wealth Management LLC
N/A—3,287-3,287-100%$1.0M———
Pure Financial Advisors, LLC
N/A—3,284-3,284-100%$1.0M———
Hansen & Associates Financial Group, Inc.
N/A—3,282-3,282-100%$289.8K———
McNamara Financial Services, Inc.
N/A—3,129-3,129-100%$958.4K———
Legacy Financial Group LLC
N/A—3,124-3,124-100%$956.9K———
First Manhattan Co. Llc.
N/A—3,110-3,110-100%$952.6K———
Envestnet Portfolio Solutions, Inc.
N/A—3,060-3,060-100%$937.2K———
Strategic Financial Partners, Ltd.
N/A—3,011-3,011-100%$922.4K———
SGL Investment Advisors, Inc.
N/A—3,002-3,002-100%$916.4K———
Nalls Sherbakoff Group, LLC
N/A—2,982-2,982-100%$913.3K———
Wick Capital Partners, LLC
N/A—2,961-2,961-100%$907.0K———
Steelhead Wealth Management LLC
N/A—2,852-2,852-100%$873.0K———
Essex Financial Services, Inc.
N/A—2,807-2,807-100%$859.8K———
Brown Brothers Harriman & Co
N/A—2,755-2,755-100%$843.9K———
Founders Financial Alliance, LLC
N/A—2,754-2,754-100%$843.5K———
Auxano Advisors, LLC
N/A—2,752-2,752-100%$843.0K———
One Capital Management, LLC
N/A—2,744-2,744-100%$706.2K———
Bridgewater Advisors Inc.
N/A—2,676-2,676-100%$806.9K———
NorthRock Partners, LLC
N/A—2,610-2,610-100%$799.6K———
Smartleaf Asset Management LLC
N/A—2,595-2,595-100%$788.3K———
GWN Securities Inc.
N/A—2,584-2,584-100%$791.4K———
Strategic Financial Services, Inc.
N/A—2,566-2,566-100%$786.0K———
Bank of Marin
N/A—2,473-2,473-100%$757.5K———
Silvercrest Asset Management Group LLC
N/A—2,471-2,471-100%$756.9K———
Bridgewealth Advisory Group, LLC
N/A—2,468-2,468-100%$755.9K———
Anchor Investment Management, LLC
N/A—2,423-2,423-100%$742.2K———
Modern Wealth Management, LLC
N/A—2,348-2,348-100%$719.1K———
Retirement Income Solutions, Inc
N/A—2,343-2,343-100%$603.0K———
Resurgent Financial Advisors LLC
N/A—2,316-2,316-100%$709.4K———
Clarity Financial LLC
N/A—2,247-2,247-100%$688.3K———
Jane Street Group, LLC
N/A—2,220-2,220-100%$680.0K———
Gladstone Institutional Advisory LLC
N/A—2,195-2,195-100%$672.3K———
Meridian Wealth Advisors, LLC
N/A—2,106-2,106-100%$645.0K———
Spirepoint Private Client, LLC
N/A—2,098-2,098-100%$642.6K———
EWA, LLC
N/A—2,084-2,084-100%$638.4K———
RED Reef Advisors LLC
N/A—2,067-2,067-100%$633.1K———
First Trust Advisors LP
N/A—2,066-2,066-100%$632.8K———
Tower Bridge Advisors
N/A—2,059-2,059-100%$630.7K———
Meeder Advisory Services, Inc.
N/A—2,044-2,044-100%$626.1K———
Insigneo Advisory Services, LLC
N/A—2,039-2,039-100%$624.7K———
Croban
N/A—2,032-2,032-100%$622.4K———
Keystone Financial Services, LLC
N/A—1,976-1,976-100%$605.4K———
Timbuktu Capital Management, LLC
N/A—1,970-1,970-100%$603.4K———
Stratos Investment Management, LLC
N/A—1,970-1,970-100%$603.7K———
Curi Capital, LLC
N/A—1,928-1,928-100%$590.5K———
American Trust
N/A—1,910-1,910-100%$585.1K———
Sovereign Financial Group, Inc.
N/A—1,831-1,831-100%$560.9K———
PFG Investments, LLC
N/A—1,828-1,828-100%$559.9K———
SEI Investments Co
N/A—1,821-1,821-100%$557.8K———
Financial Freedom, LLC
N/A—1,798-1,798-100%$550.6K———
Davis R M Inc
N/A—1,790-1,790-100%$548.3K———
Passive Capital Management, Llc.
N/A—1,789-1,789-100%$499.4K———
Van Diest Capital, LLC
N/A—1,786-1,786-100%$547.1K———
Wealthspan Partners, LLC
N/A—1,731-1,731-100%$530.1K———
Rehmann Capital Advisory Group
N/A—1,716-1,716-100%$525.6K———
Huntington National Bank
N/A—1,710-1,710-100%$523.8K———
Cardiff Park Advisors, LLC
N/A—1,706-1,706-100%$522.5K———
Dearborn Partners LLC
N/A—1,683-1,683-100%$515.5K———
Horizon Family Wealth, Inc.
N/A—1,651-1,651-100%$505.6K———
Petix & Botte Co
N/A—1,634-1,634-100%$500.5K———
Everstar Asset Management, LLC
N/A—1,625-1,625-100%$497.7K———
Rockbridge Investment Management, LCC
N/A—1,575-1,575-100%$482.4K———
Klcm Advisors, Inc.
N/A—1,564-1,564-100%$479.1K———
Flputnam Investment Management Co
N/A—1,562-1,562-100%$478.4K———
Haverford Trust Co
N/A—1,561-1,561-100%$478.1K———
North Star Asset Management Inc
N/A—1,536-1,536-100%$470.5K———
Vance Wealth, LLC
N/A—1,535-1,535-100%$470.2K———
Pacific SUN Financial Corp
N/A—1,500-1,500-100%$459.5K———
Silver Coast Investments LLC
N/A—1,499-1,499-100%$458.9K———
N.E.W. Advisory Services LLC
N/A—1,498-1,498-100%$458.9K———
Amara Financial, Llc.
N/A—1,482-1,482-100%$454.1K———
Centaurus Financial, Inc.
N/A—1,479-1,479-100%$453.0K———
QRG Capital Management, Inc.
N/A—1,457-1,457-100%$446.4K———
Medallion Wealth Advisors, LLC
N/A—1,454-1,454-100%$449.5K———
Peapack Gladstone Financial Corp
N/A—1,410-1,410-100%$432.0K———
Wrapmanager Inc
N/A—1,356-1,356-100%$415.3K———
Liberty Square Wealth Partners LLC
N/A—1,356-1,356-100%$415.3K———
Continuum Advisory, LLC
N/A—1,319-1,319-100%$403.9K———
Aptus Capital Advisors, LLC
N/A—1,303-1,303-100%$399.1K———
Aimz Investment Advisors, LLC
N/A—1,285-1,285-100%$393.6K———
Compass Capital Corp
N/A—1,272-1,272-100%$394.8K———
Kovack Advisors, Inc.
N/A—1,260-1,260-100%$385.2K———
Wealthspire Retirement, LLC
N/A—1,257-1,257-100%$384.9K———
Orion Porfolio Solutions, LLC
N/A—1,254-1,254-100%$384.1K———
HSBC Holdings PLC
N/A—1,252-1,252-100%$383.5K———
Foundations Investment Advisors, LLC
N/A—1,247-1,247-100%$382.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,246-1,246-100%$381.7K———
Freedom Investment Management, Inc.
N/A—1,227-1,227-100%$375.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,217-1,217-100%$372.8K———
Duncan Williams Asset Management, LLC
N/A—1,212-1,212-100%$371.4K———
Wilson & Boucher Capital Management, LLC
N/A—1,200-1,200-100%$367.6K———
Copia Wealth Management
N/A—1,199-1,199-100%$367.3K———
Silver OAK Securities, Incorporated
N/A—1,180-1,180-100%$361.4K———
M&T Bank Corp
N/A—1,179-1,179-100%$361.1K———
CM Wealth Advisors LLC
N/A—1,177-1,177-100%$360.5K———
Zhang Financial LLC
N/A—1,172-1,172-100%$359.1K———
Empower Advisory Group, LLC
N/A—1,170-1,170-100%$358.4K———
Coldstream Capital Management Inc
N/A—1,170-1,170-100%$358.4K———
LM Advisors LLC
N/A—1,150-1,150-100%$352.0K———
Ibex Wealth Advisors
N/A—1,146-1,146-100%$351.0K———
Dopkins Wealth Management, LLC
N/A—1,123-1,123-100%$344.0K———
Argent Advisors, Inc.
N/A—1,120-1,120-100%$343.1K———
J Hagan Capital, Inc.
N/A—1,095-1,095-100%$335.4K———
Axis Wealth Partners, LLC
N/A—1,086-1,086-100%$332.7K———
Madison Wealth Partners, Inc
N/A—1,081-1,081-100%$331.2K———
BOK Financial Private Wealth, Inc.
N/A—1,074-1,074-100%$329.0K———
Blalock Williams, LLC
N/A—1,067-1,067-100%$326.8K———
Fiduciary Trust Co
N/A—1,056-1,056-100%$323.5K———
Smith, Moore & Co.
N/A—1,052-1,052-100%$322.2K———
MOR Wealth Management, LLC
N/A—1,032-1,032-100%$316.1K———
Florida Financial Advisors, LLC
N/A—1,026-1,026-100%$314.2K———
Xcelsior Advisor Partners LLC
N/A—1,026-1,026-100%$314.3K———
Legacy Wealth Managment, LLC
N/A—1,002-1,002-100%$306.9K———
Vanguard National Trust Co
N/A—993-993-100%$304.2K———
Garden State Investment Advisory Services LLC
N/A—987-987-100%$302.3K———
Evernest Financial Advisors, LLC
N/A—979-979-100%$299.9K———
BankPlus Trust Department
N/A—928-928-100%$284.2K———
Thoroughbred Financial Services, LLC
N/A—925-925-100%$283.0K———
Calton & Associates, Inc.
N/A—918-918-100%$281.2K———
Easterly Investment Partners LLC
N/A—917-917-100%$280.9K———
Bartlett & Co. Wealth Management LLC
N/A—910-910-100%$278.7K———
Element Wealth, LLC
N/A—901-901-100%$276.0K———
Legacy Financial Advisors, Inc.
N/A—901-901-100%$276.0K———
First National Bank of Omaha
N/A—900-900-100%$273.4K———
Proffitt & Goodson Inc
N/A—899-899-100%$275.4K———
Investment Advisory Group, LLC
N/A—882-882-100%$270.2K———
Allred Capital Management, LLC
N/A—876-876-100%$267.7K———
Orion Capital Management LLC
N/A—868-868-100%$265.8K———
Snowden Capital Advisors LLC
N/A—864-864-100%$264.8K———
Synergy Investment Management, LLC
N/A—839-839-100%$253.0K———
Transcend Capital Advisors, LLC
N/A—812-812-100%$248.7K———
Park Place Capital Corp
N/A—805-805-100%$246.6K———
Dorsey & Whitney Trust Co LLC
N/A—798-798-100%$244.4K———
Bedel Financial Consulting, Inc.
N/A—794-794-100%$243.3K———
Tradition Wealth Management, LLC
N/A—774-774-100%$237.0K———
Valmark Advisers, Inc.
N/A—762-762-100%$233.4K———
Delta Investment Management, LLC
N/A—759-759-100%$232.4K———
Coastal Bridge Advisors, LLC
N/A—750-750-100%$229.7K———
New Insight Wealth Advisors
N/A—743-743-100%$227.6K———
Fortis Capital Management LLC
N/A—715-715-100%$218.9K———
Hall Capital Management Co Inc
N/A—708-708-100%$216.9K———
Brio Consultants, LLC
N/A—704-704-100%$215.5K———
Harris Associates L P
N/A—700-700-100%$214.4K———
MJP Associates Inc
N/A—698-698-100%$213.9K———
Northwest Bancshares, Inc.
N/A—698-698-100%$213.8K———
Mayflower Financial Advisors, LLC
N/A—696-696-100%$213.2K———
Atlas Legacy Advisors, LLC
N/A—693-693-100%$212.3K———
Clark Capital Management Group, Inc.
N/A—691-691-100%$211.7K———
Steffes Financial, Ltd.
N/A—671-671-100%$205.5K———
Colter Lewis Investment Partners LLC
N/A—661-661-100%$202.5K———
Pallas Capital Advisors LLC
N/A—655-655-100%$200.7K———
Point72 Asset Management, L.P.
N/A—654-654-100%$200.3K———
SouthState Bank Corp
N/A—649-649-100%$198.8K———
LRI Investments, LLC
N/A—615-615-100%$188.4K———
Raffa Wealth Management, LLC
N/A—610-610-100%$186.7K———
Cordant, Inc.
N/A—604-604-100%$185.0K———
Matrix Private Capital Group LLC
N/A—597-597-100%$182.7K———
Bank of the Bluegrass & Trust Co.
N/A—527-527-100%$153.9K———
FWL Investment Management, LLC
N/A—518-518-100%$158.7K———
VSM Wealth Advisory, LLC
N/A—484-484-100%$148.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—481-481-100%$147.3K———
Cornerstone Financial Management LLC
N/A—478-478-100%$146.4K———
Crewe Advisors LLC
N/A—458-458-100%$140.4K———
Qube Research & Technologies Ltd
N/A—444-444-100%$136.0K———
Bogart Wealth, LLC
N/A—415-415-100%$127.2K———
Ogorek Anthony Joseph
N/A—412-412-100%$126.0K———
Frazier Financial Advisors, LLC
N/A—399-399-100%$122.2K———
Private Wealth Asset Management, LLC
N/A—396-396-100%$90.6K———
Ameritas Investment Partners, Inc.
N/A—331-331-100%$101.4K———
Tiaa Wealth Investment Management LLC
N/A—300-300-100%$91.1K———
Marshall Investment Management, LLC
N/A—300-300-100%$91.9K———
ST Germain D J Co Inc
N/A—284-284-100%$87.0K———
Franklin Resources Inc
N/A—284-284-100%$87.0K———
Strategic Investment Solutions, Inc.
N/A—283-283-100%$86.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—275-275-100%$84.2K———
IMA Advisory Services, Inc.
N/A—218-218-100%$66.7K———
Greykasell Wealth Strategies, Inc.
N/A—207-207-100%$63.4K———
Glen Eagle Advisors, LLC
N/A—201-201-100%$61.6K———
Steigerwald, Gordon & Koch Inc.
N/A—200-200-100%$61.3K———
PlanVest Financial, Inc
N/A—184-184-100%$56.4K———
Napier Financial, LLC
N/A—180-180-100%$55.2K———
Financial Gravity Companies, Inc.
N/A—171-171-100%$52.2K———
Caitlin John, LLC
N/A—156-156-100%$47.8K———
Keating Financial Advisory Services, Inc.
N/A—155-155-100%$47.5K———
Fiduciary Financial Advisors
N/A—140-140-100%$42.9K———
Heritage Wealth Advisors
N/A—138-138-100%$42.4K———
Topsail Wealth Management, LLC
N/A—138-138-100%$42.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—131-131-100%$40.2K———
Wellington Grp LLC
N/A—129-129-100%$33.2K———
Field & Main Bank
N/A—127-127-100%$38.9K———
Dunhill Financial, LLC
N/A—114-114-100%$34.9K———
Regatta Research & Money Management
N/A—114-114-100%$34.9K———
Westend Capital Management, LLC
N/A—110-110-100%$33.7K———
C M Bidwell & Associates LTD
N/A—106-106-100%$32.5K———
Pinney & Scofield, Inc.
N/A—102-102-100%$31.3K———
Johnson Financial Group, Inc.
N/A—93-93-100%$28.5K———
Strive Financial Group,LLC
N/A—90-90-100%$27.6K———
PIN OAK Investment Advisors Inc
N/A—88-88-100%$27.0K———
JPL Wealth Management, LLC
N/A—68-68-100%$20.7K———
Financial Life Planners
N/A—67-67-100%$20.5K———
Prestige Wealth Management Group LLC
N/A—62-62-100%$19.0K———
Paladin Advisory Group, LLC
N/A—57-57-100%$17.5K———
Federation des caisses Desjardins du Quebec
N/A—57-57-100%$17.5K———
Howe & Rusling Inc
N/A—50-50-100%$15.3K———
Highland Investment Advisors LLC
N/A—44-44-100%$13.6K———
SHP Wealth Management
N/A—43-43-100%$13.2K———
Oakmont Advisory Group, LLC
N/A—40-40-100%$12.2K———
Avalon Trust Co
N/A—37-37-100%$11.3K———
Morris Financial Concepts, Inc.
N/A—34-34-100%$10.4K———
Strategic Wealth Partners, Ltd.
N/A—33-33-100%$10.1K———
Atomic Invest LLC
N/A—30-30-100%$9.1K———
Aventura Private Wealth, LLC
N/A—30-30-100%$9.2K———
Ballast Advisors LLC
N/A—26-26-100%$8.0K———
Ancora Advisors LLCA
N/A—25-25-100%$7.7K———
Providence Capital Advisors, LLC
N/A—18-18-100%$5.5K———
HM Payson & Co
N/A—8-8-100%$2.5K———
Mcguire Capital Advisors Inc
N/A—8-8-100%$2.5K———
Gould Capital, LLC
N/A—4-4-100%$1.2K———
Bernard Wealth Management Corp.
N/A—4-4-100%$1.2K———
Rothschild Investment LLC
N/A—4-4-100%$1.2K———
MidFirst Bank
N/A—2-2-100%$613———
Showing 1150 of 1150 institutions