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Vanguard Real Estate ETF (VNQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares11,972,283 from 12,196,894
Change-224,611 (-2%)
Value$1.1B (-$103.1M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares8,598,869 from 8,598,869
Change0 (0%)
Value$770.7M (-$58.5M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares4,941,154 from 5,030,439
Change-89,285 (-2%)
Value$442.9M (-$42.2M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares3,441,011 from 3,430,993
Change+10,018 (+0%)
Value$308.4M (-$22.4M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,376,834 from 2,331,612
Change+45,222 (+2%)
Value$213.0M (-$11.8M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,635,236 from 1,644,829
Change-9,593 (-1%)
Value$146.6M (-$12.0M)
Filed 2026-11-05
Catalyst Capital Advisors LLC
INCREASED
Shares1,616,655 from 1,378,575
Change+238,080 (+17%)
Value$144.9M (+$12.0M)
Filed 2026-11-02
Millburn Ridgefield LLC
INCREASED
Shares1,616,655 from 1,378,575
Change+238,080 (+17%)
Value$144.9M (+$12.0M)
Filed 2026-11-06
Vista Capital Partners, Inc.
INCREASED
Shares1,546,396 from 1,506,976
Change+39,420 (+3%)
Value$138.6M (-$6.7M)
Filed 2026-11-06
Gibson Capital, LLC
DECREASED
Shares1,394,443 from 1,395,282
Change-839 (0%)
Value$125.0M (-$9.6M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares1,382,789 from 1,351,459
Change+31,330 (+2%)
Value$123.9M (-$6.4M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares1,000,542 from 1,027,667
Change-27,125 (-3%)
Value$89.7M (-$9.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares961,845 from 937,292
Change+24,553 (+3%)
Value$84.7M (-$5.2M)
Filed 2026-10-13
Seven Post Investment Office LP
INCREASED
Shares865,175 from 857,363
Change+7,812 (+1%)
Value$77.5M (-$5.1M)
Filed 2026-10-26
Beacon Capital Management, Inc.
DECREASED
Shares861,106 from 896,485
Change-35,379 (-4%)
Value$77.2M (-$9.3M)
Filed 2026-10-13
Jefferies Financial Group Inc.
DECREASED
Shares829,000 from 831,143
Change-2,143 (0%)
Value$74.3M (-$5.8M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares786,463 from 781,642
Change+4,821 (+1%)
Value$70.5M (-$4.9M)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares776,258 from 730,166
Change+46,092 (+6%)
Value$69.6M (-$833.9K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares708,249 from 486,552
Change+221,697 (+46%)
Value$63.5M (+$16.5M)
Filed 2026-11-06
Rebalance, LLC
INCREASED
Shares631,240 from 613,696
Change+17,544 (+3%)
Value$56.6M (-$2.6M)
Filed 2026-10-22
Pennsylvania State University
UNCHANGED
Shares592,234 from 592,234
Change0 (0%)
Value$53.1M (-$4.0M)
Filed 2026-10-02
Commonwealth Equity Services, LLC
DECREASED
Shares583,745 from 631,341
Change-47,596 (-8%)
Value$52.3M (-$8.6M)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares573,357 from 564,978
Change+8,379 (+1%)
Value$51.4M (-$3.1M)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares505,041 from 479,864
Change+25,177 (+5%)
Value$45.3M (-$1.0M)
Filed 2026-10-27
Falcon Wealth Planning
INCREASED
Shares497,544 from 463,481
Change+34,063 (+7%)
Value$44.6M (-$98.6K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares483,284 from 492,781
Change-9,497 (-2%)
Value$43.3M (-$4.2M)
Filed 2026-10-23
Garde Capital, Inc.
INCREASED
Shares396,684 from 384,725
Change+11,959 (+3%)
Value$35.6M (-$1.5M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares395,013 from 392,604
Change+2,409 (+1%)
Value$35.4K (-$37.8M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares358,987 from 361,861
Change-2,874 (-1%)
Value$32.2M (-$2.7M)
Filed 2026-10-20
Tanglewood Wealth Management, Inc.
INCREASED
Shares348,240 from 254,209
Change+94,031 (+37%)
Value$31.2M (+$6.7M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares347,899 from 330,263
Change+17,636 (+5%)
Value$31.2M (-$665.1K)
Filed 2026-11-02
Sage Financial Group Inc
INCREASED
Shares328,144 from 305,846
Change+22,298 (+7%)
Value$29.4M (-$81.2K)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares320,824 from 293,151
Change+27,673 (+9%)
Value$28.6M (+$225.0K)
Filed 2026-10-27
Employees' Retirement Fund of the City of Fort Worth
INCREASED
Shares303,000 from 283,000
Change+20,000 (+7%)
Value$27.2M (-$131.8K)
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares302,962 from 289,502
Change+13,460 (+5%)
Value$27.2M (-$762.2K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares293,210 from 293,410
Change-200 (0%)
Value$26.3M (-$2.0M)
Filed 2026-11-04
First Command Advisory Services, Inc.
DECREASED
Shares285,946 from 384,757
Change-98,811 (-26%)
Value$25.6M (-$11.5M)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares261,095 from 256,816
Change+4,279 (+2%)
Value$23.4M (-$1.4M)
Filed 2026-10-15
Community Trust & Investment Co
INCREASED
Shares260,721 from 258,648
Change+2,073 (+1%)
Value$23.4M (-$1.6M)
Filed 2026-10-15
Define Financial, LLC
INCREASED
Shares256,795 from 228,368
Change+28,427 (+12%)
Value$23.0M (+$995.0K)
Filed 2026-10-14
Kwmg, LLC
INCREASED
Shares256,119 from 251,953
Change+4,166 (+2%)
Value$23.0M (-$1.3M)
Filed 2026-10-07
Whelan Financial
INCREASED
Shares255,536 from 245,744
Change+9,792 (+4%)
Value$22.9M (-$793.4K)
Filed 2026-10-28
Austin Asset Management Co Inc
INCREASED
Shares254,123 from 242,559
Change+11,564 (+5%)
Value$22.8M (-$612.9K)
Filed 2026-10-29
Rodgers & Associates, LTD
INCREASED
Shares249,595 from 244,354
Change+5,241 (+2%)
Value$22.4M (-$1.2M)
Filed 2026-10-20
Tectonic Advisors LLC
INCREASED
Shares245,640 from 235,265
Change+10,375 (+4%)
Value$22.0M (-$670.0K)
Filed 2026-10-22
Daiwa Securities Group Inc.
INCREASED
Shares236,980 from 105,100
Change+131,880 (+125%)
Value$21.2M (+$11.1M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares235,306 from 299,656
Change-64,350 (-21%)
Value$21.1M (-$7.8M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares234,304 from 174,951
Change+59,353 (+34%)
Value$21.0M (+$4.1M)
Filed 2026-10-20
Wrenne Financial Planning LLC
INCREASED
Shares234,154 from 219,084
Change+15,070 (+7%)
Value$21.0M (-$139.0K)
Filed 2026-10-30
Omega Financial Group, LLC
INCREASED
Shares211,426 from 208,874
Change+2,552 (+1%)
Value$19.0M (-$1.2M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares207,037 from 182,318
Change+24,719 (+14%)
Value$18.6M (+$975.8K)
Filed 2026-11-04
Cypress Financial Planning LLC
INCREASED
Shares204,464 from 197,512
Change+6,952 (+4%)
Value$18.3M (-$719.9K)
Filed 2026-10-09
Sachem Hill LLC
INCREASED
Shares202,082 from 198,214
Change+3,868 (+2%)
Value$18.1M (-$1.0M)
Filed 2026-10-14
Carrera Capital Advisors
INCREASED
Shares200,548 from 189,317
Change+11,231 (+6%)
Value$18.0M (-$280.7K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED
Shares196,884 from 191,852
Change+5,032 (+3%)
Value$17.6M (-$853.6K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares192,466 from 175,093
Change+17,373 (+10%)
Value$17.3M (+$366.6K)
Filed 2026-10-19
Gould Asset Management LLC
INCREASED
Shares190,494 from 186,503
Change+3,991 (+2%)
Value$17.1M (-$910.5K)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares181,699 from 173,367
Change+8,332 (+5%)
Value$16.3M (-$432.2K)
Filed 2026-11-02
West Financial Advisors, LLC
INCREASED
Shares178,583 from 174,613
Change+3,970 (+2%)
Value$16.0M (-$831.5K)
Filed 2026-10-22
Firestone Capital Management
DECREASED
Shares178,192 from 180,112
Change-1,920 (-1%)
Value$16.0M (-$1.4M)
Filed 2026-11-03
ACT Wealth Management, LLC
INCREASED
Shares172,843 from 167,524
Change+5,319 (+3%)
Value$15.5M (-$662.4K)
Filed 2026-10-09
Fort Henry Capital, LLC
INCREASED
Shares168,607 from 166,661
Change+1,946 (+1%)
Value$15.1M (-$958.9K)
Filed 2026-10-22
Rockwood Wealth Management, LLC
DECREASED
Shares165,495 from 171,815
Change-6,320 (-4%)
Value$14.8M (-$1.7M)
Filed 2026-10-27
Allodium Investment Consultants, LLC
INCREASED
Shares163,660 from 153,716
Change+9,944 (+6%)
Value$14.7M (-$154.0K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares162,265 from 172,137
Change-9,872 (-6%)
Value$14.5M (-$2.1M)
Filed 2026-10-08
Partners in Financial Planning
DECREASED
Shares159,964 from 161,235
Change-1,271 (-1%)
Value$14.3M (-$1.2M)
Filed 2026-11-06
BCR Wealth Strategies, LLC
INCREASED
Shares157,451 from 155,236
Change+2,215 (+1%)
Value$14.1M (-$856.6K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares157,221 from 182,060
Change-24,839 (-14%)
Value$14.1M (-$3.5M)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares156,431 from 153,632
Change+2,799 (+2%)
Value$14.0M (-$793.8K)
Filed 2026-11-03
Bluestem Financial Advisors, LLC
DECREASED
Shares155,422 from 155,978
Change-556 (0%)
Value$13.9M (-$1.1M)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares155,146 from 156,168
Change-1,022 (-1%)
Value$13.9M (-$1.2M)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares151,451 from 146,619
Change+4,832 (+3%)
Value$13.6M (-$563.9K)
Filed 2026-11-06
Somnio Financial Group, LLC
INCREASED
Shares144,870 from 144,002
Change+868 (+1%)
Value$13.0M (-$901.5K)
Filed 2026-10-26
Magnolia Wealth Management, LLC
INCREASED
Shares139,969 from 136,305
Change+3,664 (+3%)
Value$12.5M (-$598.5K)
Filed 2026-10-16
Plancorp, LLC
DECREASED
Shares138,056 from 141,551
Change-3,495 (-2%)
Value$13.0M (-$878.9K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares134,870 from 128,154
Change+6,716 (+5%)
Value$12.1M (-$269.5K)
Filed 2026-10-05
Avior Wealth Management, LLC
DECREASED
Shares133,376 from 170,953
Change-37,577 (-22%)
Value$11.9M (-$4.5M)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares131,416 from 129,993
Change+1,423 (+1%)
Value$11.8M (-$756.4K)
Filed 2026-10-14
Krane Financial Solutions LLC
INCREASED
Shares129,575 from 124,803
Change+4,772 (+4%)
Value$11.6M (-$421.0K)
Filed 2026-10-30
Asset Management One Co., Ltd.
INCREASED
Shares129,360 from 121,180
Change+8,180 (+7%)
Value$11.6M (-$90.9K)
Filed 2026-10-27
Hurlow Wealth Management Group, Inc.
DECREASED
Shares127,644 from 130,770
Change-3,126 (-2%)
Value$11.4M (-$1.2M)
Filed 2026-10-29
Flagstone Financial Management
INCREASED
Shares127,245 from 120,870
Change+6,375 (+5%)
Value$11.4M (-$250.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares122,884 from 120,377
Change+2,507 (+2%)
Value$11.0M (-$593.9K)
Filed 2026-10-30
Financial Advisory Corp
INCREASED
Shares122,518 from 121,596
Change+922 (+1%)
Value$11.0M (-$744.2K)
Filed 2026-10-14
Horizons Wealth Management
NEW
Shares121,841
Change+121,841
Value$10.9M
Filed 2026-10-05
Prairiewood Capital, LLC
INCREASED
Shares119,879 from 111,195
Change+8,684 (+8%)
Value$10.7M (+$22.2K)
Filed 2026-10-16
Bear Mountain Capital, Inc.
INCREASED
Shares116,987 from 110,199
Change+6,788 (+6%)
Value$10.7M (-$17.4K)
Filed 2026-11-04
Atmos Advisory, LLC
INCREASED
Shares116,928 from 115,960
Change+968 (+1%)
Value$10.5M (-$701.8K)
Filed 2026-10-06
Advisory Solutions Group, LLC
INCREASED
Shares116,850 from 112,305
Change+4,545 (+4%)
Value$10.5M (-$356.4K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares114,549 from 107,825
Change+6,724 (+6%)
Value$10.5M (+$67.6K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares113,999 from 125,384
Change-11,385 (-9%)
Value$10.2M (-$1.9M)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares112,027 from 112,522
Change-495 (0%)
Value$10.0M (-$809.5K)
Filed 2026-10-28
Brookstone Capital Management
INCREASED
Shares111,303 from 104,079
Change+7,224 (+7%)
Value$10.0M (-$60.2K)
Filed 2026-10-22
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares109,736 from 91,736
Change+18,000 (+20%)
Value$9.9M (+$930.5K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares109,536 from 107,210
Change+2,326 (+2%)
Value$9.8M (-$520.6K)
Filed 2026-10-30
Ted Buchan & Co
INCREASED
Shares109,376 from 107,090
Change+2,286 (+2%)
Value$9.8M (-$523.3K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares108,740 from 108,437
Change+303 (+0%)
Value$9.7M (-$710.3K)
Filed 2026-11-03
Cambridge Capital Management, LLC
DECREASED
Shares107,970 from 189,599
Change-81,629 (-43%)
Value$9.7M (-$8.6M)
Filed 2026-10-19
Moller Wealth Partners
DECREASED
Shares106,474 from 107,370
Change-896 (-1%)
Value$9.5M (-$810.4K)
Filed 2026-10-15
Moran Wealth Management, LLC
INCREASED
Shares106,379 from 84,968
Change+21,411 (+25%)
Value$9.5M (+$1.3M)
Filed 2026-10-22
Strategic Wealth Investment Group, LLC
DECREASED
Shares106,007 from 115,029
Change-9,022 (-8%)
Value$9.5M (-$1.6M)
Filed 2026-10-29
Peterson Wealth Advisors, LLC
INCREASED
Shares105,693 from 101,806
Change+3,887 (+4%)
Value$9.5M (-$343.8K)
Filed 2026-10-08
Gray Private Wealth, LLC
INCREASED
Shares102,371 from 98,520
Change+3,851 (+4%)
Value$9.2M (-$324.8K)
Filed 2026-10-28
Bokf, NA
DECREASED
Shares101,804 from 102,779
Change-975 (-1%)
Value$9.1M (-$786.3K)
Filed 2026-10-27
Keudell ison Wealth Management
DECREASED
Shares101,106 from 101,570
Change-464 (0%)
Value$9.1M (-$732.3K)
Filed 2026-10-16
Heritage Wealth Management, Inc. s
INCREASED
Shares99,182 from 95,612
Change+3,570 (+4%)
Value$8.9M (-$330.5K)
Filed 2026-11-06
Marathon Strategic Advisors, LLC
INCREASED
Shares99,050 from 89,500
Change+9,550 (+11%)
Value$8.9M (+$247.3K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares98,960 from 48,451
Change+50,509 (+104%)
Value$8.9M (+$4.2M)
Filed 2026-11-05
Avion Wealth
INCREASED
Shares97,224 from 95,604
Change+1,620 (+2%)
Value$8.7K (-$9.2M)
Filed 2026-11-04
AWM Capital, LLC
DECREASED
Shares95,176 from 105,517
Change-10,341 (-10%)
Value$8.5M (-$1.6M)
Filed 2026-10-16
Industrial Alliance Investment Management Inc.
UNCHANGED
Shares94,190 from 94,190
Change0 (0%)
Value$8.4K (-$9.1M)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares91,273 from 88,379
Change+2,894 (+3%)
Value$8.2M (-$341.7K)
Filed 2026-10-28
Cambridge Advisors Inc.
INCREASED
Shares90,759 from 90,075
Change+684 (+1%)
Value$8.1M (-$551.2K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares89,108 from 63,575
Change+25,533 (+40%)
Value$8.0M (+$1.9M)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares87,901 from 86,280
Change+1,621 (+2%)
Value$7.9M (-$441.3K)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares87,751 from 108,242
Change-20,491 (-19%)
Value$7.9M (-$2.6M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares86,785 from 86,124
Change+661 (+1%)
Value$7.9M (-$596.4K)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares86,770 from 89,025
Change-2,255 (-3%)
Value$7.8M (-$807.5K)
Filed 2026-10-22
BluePrint Investing LLC
INCREASED
Shares86,220 from 84,499
Change+1,721 (+2%)
Value$7.7M (-$420.3K)
Filed 2026-10-14
Country Trust Bank
INCREASED
Shares85,953 from 84,205
Change+1,748 (+2%)
Value$7.7M (-$415.9K)
Filed 2026-10-30
WestHill Financial Advisors, Inc.
INCREASED
Shares85,758 from 82,017
Change+3,741 (+5%)
Value$7.7M (-$222.4K)
Filed 2026-10-14
Chilton Capital Management LLC
DECREASED
Shares85,671 from 102,381
Change-16,710 (-16%)
Value$7.7M (-$2.2M)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
INCREASED
Shares85,576 from 80,451
Change+5,125 (+6%)
Value$7.7M (-$87.8K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares85,355 from 93,823
Change-8,468 (-9%)
Value$7.7M (-$1.4M)
Filed 2026-10-15
David Kennon Inc
INCREASED
Shares84,521 from 84,031
Change+490 (+1%)
Value$7.6M (-$527.6K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares84,399 from 84,289
Change+110 (+0%)
Value$7.6M (-$563.3K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares84,324 from 84,422
Change-98 (0%)
Value$7.6M (-$582.8K)
Filed 2026-10-27
Silver Oak Advisory Group, Inc.
INCREASED
Shares83,841 from 83,058
Change+783 (+1%)
Value$7.5M (-$494.3K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares82,785 from 86,581
Change-3,796 (-4%)
Value$7.4M (-$929.0K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED
Shares80,995 from 61,822
Change+19,173 (+31%)
Value$7.3M (+$1.3M)
Filed 2026-11-05
Ariston Services Group
UNCHANGED
Shares79,763 from 79,763
Change0 (0%)
Value$7.1M (-$542.4K)
Filed 2026-10-16
Drystone LLC
DECREASED
Shares79,381 from 79,918
Change-537 (-1%)
Value$7.1M (-$591.5K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares79,233 from 77,202
Change+2,031 (+3%)
Value$7.1M (-$342.9K)
Filed 2026-10-26
Amicus Financial Advisors, LLC
INCREASED
Shares79,219 from 77,523
Change+1,696 (+2%)
Value$7.1M (-$375.1K)
Filed 2026-11-03
Patton Fund Management, Inc.
INCREASED
Shares78,393 from 71,281
Change+7,112 (+10%)
Value$7.0M (+$152.7K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares78,319 from 70,147
Change+8,172 (+12%)
Value$7.0M (+$255.5K)
Filed 2026-10-28
Fairway Wealth LLC
DECREASED
Shares77,846 from 83,601
Change-5,755 (-7%)
Value$7.0M (-$1.1M)
Filed 2026-10-30
Thrive Capital Management, LLC
INCREASED
Shares77,084 from 58,703
Change+18,381 (+31%)
Value$6.9M (+$1.2M)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares76,959 from 81,206
Change-4,247 (-5%)
Value$6.9M (-$932.9K)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
INCREASED
Shares76,372 from 72,104
Change+4,268 (+6%)
Value$6.8M (-$107.8K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
DECREASED
Shares75,622 from 81,166
Change-5,544 (-7%)
Value$6.8M (-$1.0M)
Filed 2026-10-13
Bayshore Asset Management, LLC
INCREASED
Shares74,114 from 71,809
Change+2,305 (+3%)
Value$6.8M (-$153.5K)
Filed 2026-11-03
United Financial Planning Group LLC
INCREASED
Shares73,145 from 71,064
Change+2,081 (+3%)
Value$6.6M (-$298.5K)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
INCREASED
Shares73,122 from 73,031
Change+91 (+0%)
Value$6.6M (-$488.5K)
Filed 2026-10-26
CMH Wealth Management LLC
INCREASED
Shares72,732 from 68,560
Change+4,172 (+6%)
Value$6.5M (-$92.3K)
Filed 2026-10-22
Encompass Wealth Advisors, LLC
INCREASED
Shares72,556 from 35,621
Change+36,935 (+104%)
Value$6.5M (+$3.1M)
Filed 2026-10-15
Latigo Investments, LLC
UNCHANGED
Shares70,972 from 70,972
Change0 (0%)
Value$6.4M (-$482.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares70,578 from 72,915
Change-2,337 (-3%)
Value$6.3M (-$705.4K)
Filed 2026-11-06
Hardy Reed LLC
DECREASED
Shares70,453 from 70,572
Change-119 (0%)
Value$6.3M (-$490.6K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
INCREASED
Shares70,419 from 65,096
Change+5,323 (+8%)
Value$6.3M (+$34.4K)
Filed 2026-10-14
LMG Wealth Partners, LLC
INCREASED
Shares70,347 from 69,875
Change+472 (+1%)
Value$6.3M (-$432.8K)
Filed 2026-11-05
Factor Wealth Management LTD
INCREASED
Shares69,814 from 68,134
Change+1,680 (+2%)
Value$6.3M (-$312.8K)
Filed 2026-10-08
Capital Advisors Wealth Management, LLC
DECREASED
Shares68,671 from 69,791
Change-1,120 (-2%)
Value$6.2M (-$574.9K)
Filed 2026-10-09
Rainwater Charitable Foundation
UNCHANGED
Shares68,428 from 68,428
Change0 (0%)
Value$6.1M (-$465.3K)
Filed 2026-10-16
Idaho Trust Co
INCREASED
Shares68,043 from 57,550
Change+10,493 (+18%)
Value$6.1M (+$549.1K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares65,951 from 54,885
Change+11,066 (+20%)
Value$5.9M (+$618.7K)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares65,663 from 67,920
Change-2,257 (-3%)
Value$5.9M (-$664.2K)
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares65,481 from 65,448
Change+33 (+0%)
Value$5.9M (-$442.1K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares65,431 from 66,024
Change-593 (-1%)
Value$5.9M (-$502.2K)
Filed 2026-11-03
Lpwm LLC
INCREASED
Shares65,330 from 65,210
Change+120 (+0%)
Value$5.9M (-$432.7K)
Filed 2026-10-20
Central Trust Co
INCREASED
Shares64,165 from 57,870
Change+6,295 (+11%)
Value$5.8M (+$170.7K)
Filed 2026-11-05
Neumann Capital Management, LLC
INCREASED
Shares63,987 from 61,792
Change+2,195 (+4%)
Value$5.7M (-$223.4K)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares63,507 from 41,420
Change+22,087 (+53%)
Value$5.7M (+$1.7M)
Filed 2026-10-15
Baron Financial Group, LLC
DECREASED
Shares63,212 from 63,343
Change-131 (0%)
Value$5.7M (-$442.5K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares61,672 from 58,476
Change+3,196 (+5%)
Value$5.9M (+$308.2K)
Filed 2026-11-06
MBL Wealth, LLC
INCREASED
Shares60,936 from 53,333
Change+7,603 (+14%)
Value$5.5M (+$318.8K)
Filed 2026-10-22
KRM Wealth Management L.L.C.
INCREASED
Shares60,345 from 57,680
Change+2,665 (+5%)
Value$5.4M (-$153.4K)
Filed 2026-11-02
Everhart Financial Group, Inc.
DECREASED
Shares60,226 from 72,654
Change-12,428 (-17%)
Value$5.4M (-$1.6M)
Filed 2026-10-08
ARK & TLK Investments, LLC
INCREASED
Shares59,591 from 55,444
Change+4,147 (+7%)
Value$5.3M (-$5.4K)
Filed 2026-10-20
Merit Financial Group, LLC
DECREASED
Shares59,281 from 62,402
Change-3,121 (-5%)
Value$5.3M (-$704.2K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares58,187 from 55,342
Change+2,845 (+5%)
Value$5.2M (-$121.3K)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares57,040 from 57,654
Change-614 (-1%)
Value$5.1M (-$447.1K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares56,917 from 2,636
Change+54,281 (+2059%)
Value$5.1M (+$4.8M)
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares56,733 from 54,317
Change+2,416 (+4%)
Value$5.1M (-$152.8K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares56,236 from 57,936
Change-1,700 (-3%)
Value$5.0M (-$546.4K)
Filed 2026-10-19
Conning Inc.
INCREASED
Shares55,884 from 47,789
Change+8,095 (+17%)
Value$5.0M (+$400.6K)
Filed 2026-10-27
Traveka Wealth, LLC
DECREASED
Shares55,548 from 56,268
Change-720 (-1%)
Value$5.0M (-$447.2K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares54,841 from 49,089
Change+5,752 (+12%)
Value$4.9M (+$181.8K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED
Shares54,347 from 54,571
Change-224 (0%)
Value$4.9M (-$391.1K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares54,239 from 59,658
Change-5,419 (-9%)
Value$4.9M (-$891.4K)
Filed 2026-10-19
BOS Asset Management, LLC
INCREASED
Shares54,114 from 52,025
Change+2,089 (+4%)
Value$4.9M (-$166.5K)
Filed 2026-10-09
UMB Bank, n.a.
DECREASED
Shares54,046 from 55,027
Change-981 (-2%)
Value$4.8M (-$462.1K)
Filed 2026-11-06
Zeit Capital LLC
DECREASED
Shares53,750 from 54,065
Change-315 (-1%)
Value$4.8M (-$395.8K)
Filed 2026-10-19
Dodds Wealth, LLC
INCREASED
Shares53,339 from 51,489
Change+1,850 (+4%)
Value$4.8M (-$184.3K)
Filed 2026-11-02
Blueprint Financial Advisors LLC
INCREASED
Shares52,622 from 35,790
Change+16,832 (+47%)
Value$4.7M (+$1.3M)
Filed 2026-10-28
Financial & Tax Architects, LLC
INCREASED
Shares51,921 from 51,718
Change+203 (+0%)
Value$4.7M (-$333.5K)
Filed 2026-10-15
Black Diamond Financial, LLC
DECREASED
Shares51,889 from 53,345
Change-1,456 (-3%)
Value$4.7M (-$493.2K)
Filed 2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED
Shares51,611 from 51,277
Change+334 (+1%)
Value$4.6M (-$318.7K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares51,211 from 61,925
Change-10,714 (-17%)
Value$4.6M (-$1.4M)
Filed 2026-10-28
Johnson Financial Group, LLC
DECREASED
Shares50,717 from 53,417
Change-2,700 (-5%)
Value$4.5M (-$605.2K)
Filed 2026-11-03
Alhambra Investment Management LLC
INCREASED
Shares49,773 from 49,241
Change+532 (+1%)
Value$4.5M (-$287.2K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares49,371 from 53,541
Change-4,170 (-8%)
Value$4.6M (-$707.8K)
Filed 2026-10-27
Elevate Wealth Advisory, Inc
INCREASED
Shares49,008 from 47,112
Change+1,896 (+4%)
Value$4.4M (-$150.4K)
Filed 2026-10-29
Human Investing LLC
INCREASED
Shares48,753 from 48,043
Change+710 (+1%)
Value$4.4M (-$263.1K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares48,453 from 48,160
Change+293 (+1%)
Value$4.3M (-$301.2K)
Filed 2026-10-23
Family Wealth Partners, LLC
INCREASED
Shares48,409 from 44,311
Change+4,098 (+9%)
Value$4.3M (+$66.0K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED
Shares48,053 from 132,329
Change-84,276 (-64%)
Value$4.3M (-$8.5M)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares47,934 from 42,676
Change+5,258 (+12%)
Value$4.3M (+$181.1K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares47,898 from 45,607
Change+2,291 (+5%)
Value$4.3M (-$104.8K)
Filed 2026-10-28
Cordoba Advisory Partners LLC
INCREASED
Shares47,893 from 44,977
Change+2,916 (+6%)
Value$4.3M (-$44.4K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares47,568 from 45,097
Change+2,471 (+5%)
Value$4.3M (-$83.0K)
Filed 2026-10-23
Svrn Asset Management, LLC
INCREASED
Shares47,433 from 47,234
Change+199 (+0%)
Value$4.3M (-$303.3K)
Filed 2026-11-02
LifeGuide Financial Advisors, LLC
INCREASED
Shares47,382 from 46,733
Change+649 (+1%)
Value$4.2M (-$259.6K)
Filed 2026-10-20
Tillman Hartley LLC
INCREASED
Shares47,034 from 46,925
Change+109 (+0%)
Value$4.2M (-$309.3K)
Filed 2026-11-06
Matrix Trust Co
INCREASED
Shares47,005 from 43,717
Change+3,288 (+8%)
Value$4.2K (-$3)
Filed 2026-10-07
Blueprint Investment Partners LLC
INCREASED
Shares46,836 from 37,001
Change+9,835 (+27%)
Value$4.2M (+$629.8K)
Filed 2026-10-28
IFG Advisors, LLC
DECREASED
Shares46,408 from 54,019
Change-7,611 (-14%)
Value$4.2M (-$1.0M)
Filed 2026-10-15
MFA Wealth Services
INCREASED
Shares45,460 from 43,880
Change+1,580 (+4%)
Value$4.1M (-$156.8K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares45,110 from 44,000
Change+1,110 (+3%)
Value$4.0M (-$199.7K)
Filed 2026-10-15
Marotta Asset Management
INCREASED
Shares44,378 from 43,927
Change+451 (+1%)
Value$4.0M (-$275.4K)
Filed 2026-10-02
Cherrydale Wealth Management, LLC
INCREASED
Shares43,418 from 43,134
Change+284 (+1%)
Value$3.9M (-$267.7K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
INCREASED
Shares43,121 from 42,901
Change+220 (+1%)
Value$3.9M (-$272.0K)
Filed 2026-10-22
Wolff Wiese Magana LLC
DECREASED
Shares43,074 from 46,807
Change-3,733 (-8%)
Value$3.9M (-$652.9K)
Filed 2026-10-15
Park National Corp
DECREASED
Shares43,025 from 48,778
Change-5,753 (-12%)
Value$3.9M (-$847.3K)
Filed 2026-10-05
DWR Wealth Management, LLC
DECREASED
Shares42,728 from 43,130
Change-402 (-1%)
Value$3.9M (-$365.1K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares42,644 from 40,918
Change+1,726 (+4%)
Value$3.8M (-$244.2K)
Filed 2026-10-08
Redw Wealth LLC
DECREASED
Shares42,390 from 44,670
Change-2,280 (-5%)
Value$3.8M (-$508.2K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares42,130 from 41,061
Change+1,069 (+3%)
Value$3.8M (-$183.4K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED
Shares42,083 from 42,317
Change-234 (-1%)
Value$3.8M (-$308.7K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares41,825 from 43,304
Change-1,479 (-3%)
Value$3.7M (-$427.1K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED
Shares41,428 from 40,215
Change+1,213 (+3%)
Value$3.7M (-$164.8K)
Filed 2026-11-02
Decker Retirement Planning Inc.
INCREASED
Shares41,353 from 39,378
Change+1,975 (+5%)
Value$3.7M (-$90.7K)
Filed 2026-10-19
Vigilare Wealth Management
INCREASED
Shares41,042 from 33,825
Change+7,217 (+21%)
Value$3.7M (+$416.9K)
Filed 2026-10-29
Grove Bank & Trust
INCREASED
Shares40,946 from 39,987
Change+959 (+2%)
Value$3.7M (-$186.0K)
Filed 2026-10-08
Investment Partners, Ltd.
INCREASED
Shares40,944 from 20,471
Change+20,473 (+100%)
Value$3.7M (+$1.7M)
Filed 2026-10-29
Abound Wealth Management
INCREASED
Shares40,865 from 40,502
Change+363 (+1%)
Value$3.7M (-$242.9K)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares40,864 from 35,017
Change+5,847 (+17%)
Value$3.7M (+$286.0K)
Filed 2026-11-05
Kure Advisory, LLC
INCREASED
Shares40,776 from 39,189
Change+1,587 (+4%)
Value$3.7M (-$124.3K)
Filed 2026-10-08
Manchester Capital Management LLC
DECREASED
Shares40,768 from 43,925
Change-3,157 (-7%)
Value$3.7M (-$581.7K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares40,516 from 44,657
Change-4,141 (-9%)
Value$3.6M (-$674.8K)
Filed 2026-10-21
Diversified Portfolios, Inc.
DECREASED
Shares40,430 from 42,614
Change-2,184 (-5%)
Value$3.6M (-$485.5K)
Filed 2026-11-04
Transcendent Capital Group LLC
INCREASED
Shares40,230 from 38,454
Change+1,776 (+5%)
Value$3.6M (-$102.3K)
Filed 2026-10-28
Blueline Advisors LLC
DECREASED
Shares40,099 from 40,308
Change-209 (-1%)
Value$3.6M (-$292.8K)
Filed 2026-10-15
River's Edge Wealth Management, LLC
INCREASED
Shares39,935 from 37,571
Change+2,364 (+6%)
Value$3.7M (-$12.2K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares39,609 from 49,818
Change-10,209 (-20%)
Value$3.6M (-$1.3M)
Filed 2026-10-20
Legacy Financial Group, Inc.
DECREASED
Shares39,606 from 43,243
Change-3,637 (-8%)
Value$3.5M (-$620.0K)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
INCREASED
Shares39,275 from 38,950
Change+325 (+1%)
Value$3.5M (-$235.8K)
Filed 2026-10-16
My Personal CFO, LLC
INCREASED
Shares39,246 from 34,247
Change+4,999 (+15%)
Value$3.5M (+$215.2K)
Filed 2026-10-14
Seamount Financial Group Inc
INCREASED
Shares38,965 from 34,714
Change+4,251 (+12%)
Value$3.5M (+$145.0K)
Filed 2026-10-21
E&R Wealth Management, LLC
INCREASED
Shares38,868 from 37,996
Change+872 (+2%)
Value$3.5M (-$180.2K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares38,847 from 36,659
Change+2,188 (+6%)
Value$3.5M (-$53.2K)
Filed 2026-10-20
Plus Group Wealth Advisors LLC
INCREASED
Shares38,718 from 35,770
Change+2,948 (+8%)
Value$3.5M (+$21.0K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares38,661 from 36,222
Change+2,439 (+7%)
Value$3.5M (-$27.6K)
Filed 2026-11-05
Frisco Financial Planning LLC
INCREASED
Shares38,289 from 38,084
Change+205 (+1%)
Value$3.4M (-$240.6K)
Filed 2026-10-05
Lodestar Private Asset Management LLC
DECREASED
Shares38,262 from 41,198
Change-2,936 (-7%)
Value$3.4M (-$543.3K)
Filed 2026-10-26
Aspen Investment Management Inc
INCREASED
Shares38,083 from 31,632
Change+6,451 (+20%)
Value$3.4K (+$363)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares38,039 from 40,678
Change-2,639 (-6%)
Value$3.4M (-$513.1K)
Filed 2026-10-23
Index Fund Advisors, Inc.
INCREASED
Shares37,856 from 33,232
Change+4,624 (+14%)
Value$3.4M (+$188.5K)
Filed 2026-11-05
Aureum Wealth Management, LLC
INCREASED
Shares37,696 from 33,443
Change+4,253 (+13%)
Value$3.4M (+$153.8K)
Filed 2026-10-15
Aspiriant, LLC
DECREASED
Shares37,560 from 38,183
Change-623 (-2%)
Value$3.4M (-$315.6K)
Filed 2026-10-16
Frontier Asset Management, LLC
DECREASED
Shares37,202 from 63,976
Change-26,774 (-42%)
Value$3.3M (-$2.8M)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares36,829 from 35,091
Change+1,738 (+5%)
Value$3.3M (-$82.8K)
Filed 2026-10-28
Prudent Man Advisors, LLC
DECREASED
Shares36,800 from 38,160
Change-1,360 (-4%)
Value$3.3M (-$381.4K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
INCREASED
Shares36,682 from 32,756
Change+3,926 (+12%)
Value$3.3M (+$129.2K)
Filed 2026-10-09
Waldron Private Wealth LLC
DECREASED
Shares36,164 from 36,494
Change-330 (-1%)
Value$3.2M (-$277.7K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares35,598 from 34,178
Change+1,420 (+4%)
Value$3.2M (-$105.1K)
Filed 2026-10-27
Independence Asset Advisors, LLC
DECREASED
Shares35,299 from 36,716
Change-1,417 (-4%)
Value$3.2M (-$376.7K)
Filed 2026-10-23
Asset Advisory Group, Inc.
INCREASED
Shares35,232 from 34,112
Change+1,120 (+3%)
Value$3.2M (-$131.6K)
Filed 2026-10-20
AMI Investment Management Inc
INCREASED
Shares35,215 from 34,523
Change+692 (+2%)
Value$3.2M (-$172.7K)
Filed 2026-10-27
Brighton Jones LLC
DECREASED
Shares34,534 from 34,755
Change-221 (-1%)
Value$3.1M (-$256.1K)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares34,346 from 33,558
Change+788 (+2%)
Value$3.1M (-$157.5K)
Filed 2026-10-27
Compass Ion Advisors, LLC
DECREASED
Shares34,275 from 34,455
Change-180 (-1%)
Value$3.1M (-$250.4K)
Filed 2026-10-23
Canandaigua National Bank & Trust Co
DECREASED
Shares34,166 from 34,394
Change-228 (-1%)
Value$3.1M (-$254.3K)
Filed 2026-10-07
FSA Wealth Partners, Inc.
INCREASED
Shares34,127 from 33,815
Change+312 (+1%)
Value$3.1M (-$202.0K)
Filed 2026-10-26
Associated Banc-Corp
DECREASED
Shares33,904 from 36,148
Change-2,244 (-6%)
Value$3.0M (-$446.9K)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
DECREASED
Shares33,790 from 33,890
Change-100 (0%)
Value$3.0M (-$239.4K)
Filed 2026-10-16
Wealth Advisory Solutions, LLC
UNCHANGED
Shares33,787 from 33,787
Change0 (0%)
Value$3.0M (-$229.8K)
Filed 2026-10-20
Liberty Capital Management, Inc.
INCREASED
Shares33,579 from 33,360
Change+219 (+1%)
Value$3.0M (-$207.2K)
Filed 2026-11-02
Pacific Center for Financial Services
DECREASED
Shares33,415 from 34,513
Change-1,098 (-3%)
Value$3.0M (-$333.1K)
Filed 2026-10-15
Creekside Partners
INCREASED
Shares33,403 from 33,208
Change+195 (+1%)
Value$3.0M (-$208.4K)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares33,343 from 32,754
Change+589 (+2%)
Value$3.0M (-$169.8K)
Filed 2026-11-05
Peddock Capital Advisors, LLC
INCREASED
Shares32,642 from 26,230
Change+6,412 (+24%)
Value$2.9M (+$396.3K)
Filed 2026-10-16
Infinity Wealth Counsel, LLC
INCREASED
Shares32,443 from 31,310
Change+1,133 (+4%)
Value$2.9M (-$111.4K)
Filed 2026-10-15
Wedmont Private Capital
DECREASED
Shares32,207 from 32,996
Change-789 (-2%)
Value$2.9M (-$333.4K)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares32,180 from 29,367
Change+2,813 (+10%)
Value$2.9K (-$2.8M)
Filed 2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED
Shares32,110 from 30,818
Change+1,292 (+4%)
Value$2.9M (-$93.8K)
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares31,982 from 29,671
Change+2,311 (+8%)
Value$2.9M (+$5.4K)
Filed 2026-10-19
Novem Group
INCREASED
Shares31,882 from 29,149
Change+2,733 (+9%)
Value$2.9M (+$46.8K)
Filed 2026-10-19
Family Legacy, Inc.
DECREASED
Shares31,748 from 32,422
Change-674 (-2%)
Value$2.8M (-$280.9K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
INCREASED
Shares31,384 from 31,228
Change+156 (+1%)
Value$2.8M (-$198.4K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares31,178 from 32,050
Change-872 (-3%)
Value$2.8M (-$296.0K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares31,082 from 31,087
Change-5 (0%)
Value$2.8M (-$211.9K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares30,936 from 28,081
Change+2,855 (+10%)
Value$2.8M (+$16.6K)
Filed 2026-10-13
Frankly Finances, LLC
INCREASED
Shares30,796 from 28,518
Change+2,278 (+8%)
Value$2.8M (+$10.3K)
Filed 2026-10-28
Lynx Investment Advisory
DECREASED
Shares30,561 from 30,728
Change-167 (-1%)
Value$2.7M (-$223.9K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares30,531 from 33,009
Change-2,478 (-8%)
Value$2.7M (-$446.6K)
Filed 2026-10-05
Regatta Capital Group, LLC
INCREASED
Shares30,515 from 29,832
Change+683 (+2%)
Value$2.7M (-$141.6K)
Filed 2026-10-23
Yankcom Partnership
INCREASED
Shares30,487 from 27,417
Change+3,070 (+11%)
Value$2.7M (+$87.9K)
Filed 2026-10-15
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares30,059 from 32,209
Change-2,150 (-7%)
Value$2.7M (-$411.8K)
Filed 2026-10-22
Cutler Investment Counsel LLC
DECREASED
Shares30,058 from 33,322
Change-3,264 (-10%)
Value$2.7M (-$519.1K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
INCREASED
Shares29,882 from 23,406
Change+6,476 (+28%)
Value$2.7M (+$421.3K)
Filed 2026-10-14
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares29,878 from 29,870
Change+8 (+0%)
Value$2.7K (-$254)
Filed 2026-10-01
SAX Wealth Advisors, LLC
INCREASED
Shares29,790 from 23,299
Change+6,491 (+28%)
Value$2.7M (+$603.5K)
Filed 2026-10-13
Unison Advisors LLC
DECREASED
Shares29,560 from 29,806
Change-246 (-1%)
Value$2.6M (-$224.8K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares29,476 from 37,624
Change-8,148 (-22%)
Value$2.6K (-$3.6M)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares29,197 from 28,170
Change+1,027 (+4%)
Value$2.6M (-$99.6K)
Filed 2026-10-19
One Day In July LLC
DECREASED
Shares29,040 from 30,325
Change-1,285 (-4%)
Value$2.6M (-$321.4K)
Filed 2026-10-30
Smart Wealth LLC
DECREASED
Shares28,895 from 33,365
Change-4,470 (-13%)
Value$2.6M (-$627.5K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares28,720 from 30,858
Change-2,138 (-7%)
Value$2.6M (-$401.5K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares28,500 from 28,500
Change0 (0%)
Value$2.6M (-$217.2K)
Filed 2026-10-29
Clayton Financial Group LLC
INCREASED
Shares28,440 from 27,953
Change+487 (+2%)
Value$2.5M (-$146.5K)
Filed 2026-10-13
Root Financial Partners, LLC
DECREASED
Shares28,195 from 29,328
Change-1,133 (-4%)
Value$2.5M (-$300.9K)
Filed 2026-10-21
Hardin Capital Partners, LLC
INCREASED
Shares28,033 from 27,441
Change+592 (+2%)
Value$2.5M (-$148.9K)
Filed 2026-10-09
Private Advisory Group LLC
INCREASED
Shares27,974 from 26,854
Change+1,120 (+4%)
Value$2.5M (-$82.2K)
Filed 2026-11-06
Diversify Advisory Services, LLC
DECREASED
Shares27,960 from 30,600
Change-2,640 (-9%)
Value$2.6M (-$519.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares27,960 from 30,600
Change-2,640 (-9%)
Value$2.6M (-$519.9K)
Filed 2026-10-20
Clarity Capital Advisors, LLC
INCREASED
Shares27,954 from 27,770
Change+184 (+1%)
Value$2.5M (-$172.4K)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares27,939 from 26,330
Change+1,609 (+6%)
Value$2.5M (-$34.9K)
Filed 2026-10-23
Axos Invest Inc.
DECREASED
Shares27,810 from 28,357
Change-547 (-2%)
Value$2.5M (-$241.9K)
Filed 2026-10-21
Sterling Wealth Management, Inc.
DECREASED
Shares27,766 from 28,327
Change-561 (-2%)
Value$2.5M (-$243.0K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares27,403 from 19,259
Change+8,144 (+42%)
Value$2.5K (-$1.9M)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares27,137 from 26,536
Change+601 (+2%)
Value$2.4M (-$153.4K)
Filed 2026-10-30
Warwick Investment Management, Inc.
DECREASED
Shares27,065 from 27,207
Change-142 (-1%)
Value$2.4M (-$197.7K)
Filed 2026-10-19
Scott & Selber, Inc.
UNCHANGED
Shares26,948 from 26,948
Change0 (0%)
Value$2.4M (-$183.2K)
Filed 2026-10-21
Fund Evaluation Group, LLC
INCREASED
Shares26,754 from 26,637
Change+117 (+0%)
Value$2.4M (-$170.6K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares26,644 from 36,967
Change-10,323 (-28%)
Value$2.4M (-$1.2M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares26,605 from 25,713
Change+892 (+3%)
Value$2.4M (-$94.9K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares26,469 from 25,115
Change+1,354 (+5%)
Value$2.4M (-$49.4K)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares26,290 from 20,528
Change+5,762 (+28%)
Value$2.4M (+$376.9K)
Filed 2026-10-22
Quartz Partners, LLC
NEW
Shares26,092
Change+26,092
Value$2.3M
Filed 2026-11-03
Southern Capital Services Inc
INCREASED
Shares25,887 from 24,846
Change+1,041 (+4%)
Value$2.3M (-$75.6K)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares25,806 from 26,887
Change-1,081 (-4%)
Value$2.3M (-$279.7K)
Filed 2026-10-20
Sepio Capital, LP
INCREASED
Shares25,805 from 16,499
Change+9,306 (+56%)
Value$2.3M (+$722.0K)
Filed 2026-10-22
Nikulski Financial, Inc.
INCREASED
Shares25,730 from 23,746
Change+1,984 (+8%)
Value$2.3M (+$16.4K)
Filed 2026-11-06
Waters Parkerson & Co., LLC
DECREASED
Shares25,634 from 26,255
Change-621 (-2%)
Value$2.3M (-$234.2K)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares25,583 from 26,273
Change-690 (-3%)
Value$2.3M (-$240.5K)
Filed 2026-10-14
Moneco Advisors, LLC
DECREASED
Shares25,275 from 25,376
Change-101 (0%)
Value$2.3M (-$181.6K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares25,237 from 25,279
Change-42 (0%)
Value$2.3M (-$175.7K)
Filed 2026-11-04
Rockland Trust Co
INCREASED
Shares25,210 from 22,032
Change+3,178 (+14%)
Value$2.3M (+$135.0K)
Filed 2026-10-05
Capital Management Associates, Inc
DECREASED
Shares25,057 from 25,257
Change-200 (-1%)
Value$2.2M (-$189.7K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares24,775 from 24,775
Change0 (0%)
Value$2.2M (-$168.5K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares24,521 from 17,305
Change+7,216 (+42%)
Value$2.2M (+$529.1K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares24,464 from 26,844
Change-2,380 (-9%)
Value$2.2M (-$395.9K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
INCREASED
Shares24,434 from 24,018
Change+416 (+2%)
Value$2.2M (-$126.0K)
Filed 2026-10-23
Pioneer Wealth Management Group
DECREASED
Shares24,343 from 25,154
Change-811 (-3%)
Value$2.2M (-$243.8K)
Filed 2026-10-09
WBH Advisory Inc
DECREASED
Shares24,288 from 24,407
Change-119 (0%)
Value$2.2M (-$176.6K)
Filed 2026-11-05
Colorado Capital Management, Inc.
DECREASED
Shares23,581 from 23,884
Change-303 (-1%)
Value$2.1K (-$189)
Filed 2026-10-15
Beirne Wealth Consulting Services, LLC
INCREASED
Shares23,462 from 23,072
Change+390 (+2%)
Value$2.1M (-$121.8K)
Filed 2026-10-19
Family CFO Inc
INCREASED
Shares23,267 from 22,729
Change+538 (+2%)
Value$2.1M (-$106.3K)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares23,235 from 23,710
Change-475 (-2%)
Value$2.1M (-$203.8K)
Filed 2026-10-29
Value Investment Professionals, LLC
INCREASED
Shares22,925 from 22,550
Change+375 (+2%)
Value$2.1M (-$119.8K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares22,907 from 21,624
Change+1,283 (+6%)
Value$2.1M (-$32.0K)
Filed 2026-10-16
Brooklyn FI, LLC
INCREASED
Shares22,868 from 20,843
Change+2,025 (+10%)
Value$2.2M (+$177.9K)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares22,770 from 23,222
Change-452 (-2%)
Value$2.0M (-$198.4K)
Filed 2026-10-20
Five Pine Wealth Management
INCREASED
Shares22,704 from 20,633
Change+2,071 (+10%)
Value$2.0M (+$45.3K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares22,601 from 23,051
Change-450 (-2%)
Value$2.0M (-$197.1K)
Filed 2026-10-15
Graetz Wealth LLC
INCREASED
Shares22,248 from 18,004
Change+4,244 (+24%)
Value$2.0M (+$258.0K)
Filed 2026-10-27
Silverlake Wealth Management LLC
INCREASED
Shares22,241 from 21,892
Change+349 (+2%)
Value$2.0M (-$117.6K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares21,986 from 22,287
Change-301 (-1%)
Value$2.0M (-$178.6K)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares21,905 from 22,442
Change-537 (-2%)
Value$2.0M (-$167.7K)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares21,820 from 25,173
Change-3,353 (-13%)
Value$2.0M (-$471.7K)
Filed 2026-10-22
BIP Wealth, LLC
INCREASED
Shares21,710 from 8,309
Change+13,401 (+161%)
Value$1.9M (+$1.1M)
Filed 2026-10-22
Inman Jager Wealth Management, LLC
INCREASED
Shares21,676 from 21,508
Change+168 (+1%)
Value$1.9M (-$131.2K)
Filed 2026-11-05
Strategic Wealth Advisors LLC
DECREASED
Shares21,509 from 21,697
Change-188 (-1%)
Value$1.9M (+$1.9M)
Filed 2026-11-06
Sound Income Strategies, LLC
INCREASED
Shares21,367 from 20,669
Change+698 (+3%)
Value$1.9M (-$84.0K)
Filed 2026-10-09
CGN Advisors LLC
INCREASED
Shares21,174 from 20,902
Change+272 (+1%)
Value$1.9M (-$117.8K)
Filed 2026-10-21
Montecito Bank & Trust
DECREASED
Shares21,057 from 21,294
Change-237 (-1%)
Value$1.9M (-$166.0K)
Filed 2026-10-01
GC Wealth Management RIA, LLC
DECREASED
Shares20,943 from 21,326
Change-383 (-2%)
Value$1.9M (-$179.3K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares20,730 from 21,143
Change-413 (-2%)
Value$1.9M (-$180.8K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares20,685 from 21,225
Change-540 (-3%)
Value$1.9M (-$192.7K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares20,547 from 20,257
Change+290 (+1%)
Value$1.9M (-$97.0K)
Filed 2026-10-15
Penobscot Wealth Management
INCREASED
Shares19,948 from 18,696
Change+1,252 (+7%)
Value$1.8M (-$15.0K)
Filed 2026-10-21
Opus Financial Solutions LLC
INCREASED
Shares19,916 from 19,892
Change+24 (+0%)
Value$1.8M (-$133.1K)
Filed 2026-11-06
Imc-Chicago, LLC
INCREASED
Shares19,880 from 7,104
Change+12,776 (+180%)
Value$1.8M (+$1.1M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares19,821 from 16,214
Change+3,607 (+22%)
Value$1.9M (+$298.6K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares19,702 from 18,944
Change+758 (+4%)
Value$1.8M (-$60.9K)
Filed 2026-10-23
Sherman Asset Management, Inc.
DECREASED
Shares19,529 from 22,209
Change-2,680 (-12%)
Value$1.8M (-$391.2K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
DECREASED
Shares19,420 from 19,828
Change-408 (-2%)
Value$1.7M (-$171.4K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares19,409 from 17,600
Change+1,809 (+10%)
Value$1.7M (+$42.5K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares19,393 from 17,864
Change+1,529 (+9%)
Value$1.7M (+$15.6K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
UNCHANGED
Shares19,152 from 19,152
Change0 (0%)
Value$1.7M (-$130.2K)
Filed 2026-10-21
Stash Investments, LLC
INCREASED
Shares18,982 from 7,108
Change+11,874 (+167%)
Value$1.7M (+$1.0M)
Filed 2026-10-26
Sylvest Advisors, LLC
INCREASED
Shares18,967 from 18,074
Change+893 (+5%)
Value$1.7M (-$42.8K)
Filed 2026-10-26
Tortoise Investment Management, LLC
INCREASED
Shares18,600 from 17,474
Change+1,126 (+6%)
Value$1.7M (-$18.0K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares18,364 from 9,205
Change+9,159 (+100%)
Value$1.6M (+$758.3K)
Filed 2026-11-04
Epiq Partners, LLC
INCREASED
Shares18,352 from 18,058
Change+294 (+2%)
Value$1.6M (-$96.4K)
Filed 2026-10-07
Prospect Financial Group LLC
INCREASED
Shares18,337 from 17,928
Change+409 (+2%)
Value$1.6M (-$85.3K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares18,196 from 17,220
Change+976 (+6%)
Value$1.6M (-$29.6K)
Filed 2026-10-26
First Premier Bank
DECREASED
Shares18,115 from 24,122
Change-6,007 (-25%)
Value$1.6K (-$702)
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
DECREASED
Shares18,106 from 20,559
Change-2,453 (-12%)
Value$1.6M (-$359.7K)
Filed 2026-10-14
Ifrah Financial Services, Inc.
DECREASED
Shares17,779 from 17,940
Change-161 (-1%)
Value$1.6M (-$136.5K)
Filed 2026-10-13
Verde Capital Management
INCREASED
Shares17,732 from 17,282
Change+450 (+3%)
Value$1.6M (-$77.2K)
Filed 2026-10-28
Ti-Trust, Inc
DECREASED
Shares17,713 from 17,852
Change-139 (-1%)
Value$1.6M (-$133.9K)
Filed 2026-10-21
Garner Asset Management Corp
DECREASED
Shares17,686 from 17,831
Change-145 (-1%)
Value$1.6M (-$71.7K)
Filed 2026-10-30
Maryland Capital Advisors Inc.
DECREASED
Shares17,613 from 17,685
Change-72 (0%)
Value$1.6M (-$126.7K)
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares17,605 from 21,782
Change-4,177 (-19%)
Value$1.6M (-$603.0K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares17,491 from 17,643
Change-152 (-1%)
Value$1.6M (-$133.6K)
Filed 2026-10-14
St. Louis Trust Co
UNCHANGED
Shares17,485 from 17,485
Change0 (0%)
Value$1.6M (-$34.5M)
Filed 2026-11-03
KFG LLC
NEW
Shares17,406
Change+17,406
Value$1.6M
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares17,349 from 17,275
Change+74 (+0%)
Value$1.6M (-$110.8K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares17,306 from 24,010
Change-6,704 (-28%)
Value$1.6M (-$764.1K)
Filed 2026-10-08
Slow Capital, Inc.
DECREASED
Shares17,084 from 17,190
Change-106 (-1%)
Value$1.5M (-$126.4K)
Filed 2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED
Shares17,043 from 16,640
Change+403 (+2%)
Value$1.5M (-$77.0K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
DECREASED
Shares16,985 from 17,291
Change-306 (-2%)
Value$1.5M (-$145.0K)
Filed 2026-10-27
Cooke Wealth Management, LLC
INCREASED
Shares16,971 from 16,804
Change+167 (+1%)
Value$1.5M (-$99.3K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares16,929 from 16,843
Change+86 (+1%)
Value$1.5M (-$106.8K)
Filed 2026-11-05
Waller Financial Planning Group, Inc
DECREASED
Shares16,724 from 17,388
Change-664 (-4%)
Value$1.5M (-$177.8K)
Filed 2026-10-07
1834 Investment Advisors Co
UNCHANGED
Shares16,723 from 16,723
Change0 (0%)
Value$1.5M (-$113.7K)
Filed 2026-10-16
William Howard & Co Financial Advisors Inc
INCREASED
Shares16,720 from 16,038
Change+682 (+4%)
Value$1.5M (-$48.0K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
INCREASED
Shares16,718 from 14,374
Change+2,344 (+16%)
Value$1.5M (+$112.3K)
Filed 2026-11-04
Covenant Asset Management, LLC
INCREASED
Shares16,691 from 16,526
Change+165 (+1%)
Value$1.5M (-$97.6K)
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares16,652 from 16,656
Change-4 (0%)
Value$1.5M (-$113.6K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED
Shares16,614 from 17,234
Change-620 (-4%)
Value$1.5M (-$148.5K)
Filed 2026-10-28
Regions Financial Corp
INCREASED
Shares16,588 from 16,295
Change+293 (+2%)
Value$1.5M (-$84.5K)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares16,571 from 17,504
Change-933 (-5%)
Value$1.5M (-$202.6K)
Filed 2026-10-27
First Nebraska Trust Co
DECREASED
Shares16,395 from 16,550
Change-155 (-1%)
Value$1.5M (-$126.5K)
Filed 2026-10-30
Lutz Financial Services LLC
DECREASED
Shares16,262 from 16,270
Change-8 (0%)
Value$1.5M (-$111.4K)
Filed 2026-11-06
First Financial Bank - Trust Division
DECREASED
Shares16,156 from 16,389
Change-233 (-1%)
Value$1.4M (-$132.3K)
Filed 2026-10-01
Breakwater Investment Management
DECREASED
Shares16,146 from 17,017
Change-871 (-5%)
Value$1.4M (-$193.7K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
INCREASED
Shares16,058 from 12,544
Change+3,514 (+28%)
Value$1.4M (+$229.7K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares16,045 from 15,133
Change+912 (+6%)
Value$1.4M (-$21.1K)
Filed 2026-10-15
Alpine Bank Wealth Management
DECREASED
Shares16,000 from 17,650
Change-1,650 (-9%)
Value$1.4M (-$267.9K)
Filed 2026-10-16
North Berkeley Wealth Management, LLC
INCREASED
Shares15,957 from 15,721
Change+236 (+2%)
Value$1.4M (-$85.7K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares15,800 from 39,857
Change-24,057 (-60%)
Value$1.4M (-$2.4M)
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares15,797 from 16,897
Change-1,100 (-7%)
Value$1.4M (-$213.5K)
Filed 2026-10-21
Eclectic Associates Inc
INCREASED
Shares15,772 from 15,709
Change+63 (+0%)
Value$1.4M (-$101.6K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares15,692 from 46,636
Change-30,944 (-66%)
Value$1.4M (-$3.1M)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares15,658 from 12,447
Change+3,211 (+26%)
Value$1.4M (+$203.1K)
Filed 2026-11-05
Washington Trust Co
INCREASED
Shares15,614 from 12,066
Change+3,548 (+29%)
Value$1.4M (+$236.0K)
Filed 2026-10-22
Austin Wealth Management, LLC
DECREASED
Shares15,536 from 15,646
Change-110 (-1%)
Value$1.4M (-$176.8K)
Filed 2026-11-06
Jacobi Capital Management LLC
DECREASED
Shares15,443 from 18,427
Change-2,984 (-16%)
Value$1.4M (-$392.8K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares15,409 from 14,282
Change+1,127 (+8%)
Value$1.4M (+$3.9K)
Filed 2026-10-16
Vavra Capital Management, LLC
NEW
Shares15,264
Change+15,264
Value$1.4M
Filed 2026-10-14
Aquire Wealth Advisors, LLC
DECREASED
Shares15,228 from 16,722
Change-1,494 (-9%)
Value$1.4M (-$247.7K)
Filed 2026-10-23
Globalt Investments LLC / GA
DECREASED
Shares15,125 from 16,350
Change-1,225 (-7%)
Value$1.4M (-$221.0K)
Filed 2026-10-27
Lester Murray Antman dba SimplyRich
DECREASED
Shares15,082 from 82,768
Change-67,686 (-82%)
Value$1.4M (-$103.1K)
Filed 2026-11-06
Noble Wealth Management PBC
DECREASED
Shares15,010 from 17,009
Change-1,999 (-12%)
Value$1.3M (-$294.8K)
Filed 2026-10-01
Integris Wealth Management, LLC
INCREASED
Shares14,921 from 13,740
Change+1,181 (+9%)
Value$1.3M (+$12.4K)
Filed 2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED
Shares14,741 from 13,888
Change+853 (+6%)
Value$1.3M (-$18.0K)
Filed 2026-10-16
Farnam Financial LLC
INCREASED
Shares14,638 from 14,295
Change+343 (+2%)
Value$1.3M (-$35.3K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares14,579 from 1,186
Change+13,393 (+1129%)
Value$1.3M (+$1.2M)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares14,503 from 13,979
Change+524 (+4%)
Value$1.3M (-$48.1K)
Filed 2026-10-27
Burton Enright Welch
DECREASED
Shares14,501 from 15,157
Change-656 (-4%)
Value$1.3M (-$161.9K)
Filed 2026-11-04
Kassira Wealth Management LLC
INCREASED
Shares14,447 from 14,412
Change+35 (+0%)
Value$1.3M (-$94.8K)
Filed 2026-10-28
Sincerus Advisory, LLC
INCREASED
Shares14,443 from 13,755
Change+688 (+5%)
Value$1.3M (-$31.9K)
Filed 2026-10-09
Highland Capital Management, LLC
UNCHANGED
Shares14,383 from 14,383
Change0 (0%)
Value$1.3M (-$97.8K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
DECREASED
Shares14,363 from 14,512
Change-149 (-1%)
Value$1.3M (-$125.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares14,333 from 14,966
Change-633 (-4%)
Value$1.3M (-$158.5K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares14,291 from 15,048
Change-757 (-5%)
Value$1.3M (-$170.2K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares14,290 from 14,153
Change+137 (+1%)
Value$1.3M (-$83.9K)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares14,254 from 13,515
Change+739 (+5%)
Value$1.3M (-$52.7K)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares14,230 from 12,449
Change+1,781 (+14%)
Value$1.3M (+$75.0K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,129 from 13,008
Change+1,121 (+9%)
Value$1.3M (+$12.0K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares14,103 from 14,099
Change+4 (+0%)
Value$1.3M (-$95.5K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares14,081 from 13,632
Change+449 (+3%)
Value$1.3M (-$52.4K)
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares14,077 from 14,799
Change-722 (-5%)
Value$1.3M (-$165.3K)
Filed 2026-11-03
Howard Wealth Management, LLC
INCREASED
Shares14,061 from 14,056
Change+5 (+0%)
Value$1.3M (-$95.1K)
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares13,733 from 15,710
Change-1,977 (-13%)
Value$1.2M (-$284.0K)
Filed 2026-11-05
American Financial & TAX Strategies Inc
UNCHANGED
Shares13,701 from 13,701
Change0 (0%)
Value$1.2M (-$93.2K)
Filed 2026-10-16
Briggs Wealth Management, Inc
DECREASED
Shares13,591 from 14,729
Change-1,138 (-8%)
Value$1.2M (-$202.2K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
DECREASED
Shares13,485 from 13,626
Change-141 (-1%)
Value$1.2M (-$105.3K)
Filed 2026-10-19
Endowment Wealth Management, Inc.
INCREASED
Shares13,436 from 13,199
Change+237 (+2%)
Value$1.2M (-$68.5K)
Filed 2026-11-03
River Street Advisors LLC
DECREASED
Shares13,357 from 13,753
Change-396 (-3%)
Value$1.2M (-$129.0K)
Filed 2026-10-22
Acropolis Investment Management, LLC
INCREASED
Shares13,324 from 13,298
Change+26 (+0%)
Value$1.2M (-$88.1K)
Filed 2026-10-08
DT Investment Partners, LLC
DECREASED
Shares13,312 from 13,416
Change-104 (-1%)
Value$1.2M (-$100.5K)
Filed 2026-10-27
Brooklands Fund Management Ltd
NEW
Shares13,299
Change+13,299
Value$1.2M
Filed 2026-10-28
Verus Capital Partners, LLC
NEW
Shares13,248
Change+13,248
Value$1.2M
Filed 2026-11-03
Guilbault Capital LLC
NEW
Shares13,216
Change+13,216
Value$1.2M
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares13,200 from 12,200
Change+1,000 (+8%)
Value$1.2M (+$6.7K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares13,136 from 12,943
Change+193 (+1%)
Value$1.2M (-$70.7K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
DECREASED
Shares13,128 from 13,409
Change-281 (-2%)
Value$1.2M (-$116.4K)
Filed 2026-10-20
Elevate Capital Advisors, LLC
INCREASED
Shares13,112 from 3,448
Change+9,664 (+280%)
Value$1.2M (+$842.8K)
Filed 2026-11-02
Texas Bank & Trust Co
DECREASED
Shares13,087 from 13,358
Change-271 (-2%)
Value$1.2M (-$115.1K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
INCREASED
Shares13,085 from 7,941
Change+5,144 (+65%)
Value$1.2M (+$407.1K)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares13,038 from 11,209
Change+1,829 (+16%)
Value$1.2M (+$87.7K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED
Shares12,895 from 12,895
Change0 (0%)
Value$1.2M (-$87.7K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares12,888 from 12,304
Change+584 (+5%)
Value$1.2M (-$31.3K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares12,858 from 5,000
Change+7,858 (+157%)
Value$1.2M (+$670.3K)
Filed 2026-11-03
Plimoth Trust Co LLC
DECREASED
Shares12,780 from 13,870
Change-1,090 (-8%)
Value$1.1M (-$192.0K)
Filed 2026-10-26
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares12,739 from 9,479
Change+3,260 (+34%)
Value$1.1M (+$227.7K)
Filed 2026-10-07
Sovran Advisors, LLC
DECREASED
Shares12,659 from 13,177
Change-518 (-4%)
Value$1.2M (-$141.9K)
Filed 2026-11-02
General Partner, Inc.
UNCHANGED
Shares12,632 from 12,632
Change0 (0%)
Value$1.1M (-$85.9K)
Filed 2026-10-05
Hengehold Capital Management LLC
DECREASED
Shares12,592 from 14,225
Change-1,633 (-11%)
Value$1.1M (-$243.1K)
Filed 2026-10-16
First Merchants Corp
DECREASED
Shares12,588 from 12,727
Change-139 (-1%)
Value$1.1M (-$99.0K)
Filed 2026-10-15
Mystic Asset Management, Inc.
DECREASED
Shares12,584 from 12,714
Change-130 (-1%)
Value$1.1M (-$98.1K)
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED
Shares12,568 from 12,137
Change+431 (+4%)
Value$1.1M (-$43.9K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED
Shares12,540 from 14,105
Change-1,565 (-11%)
Value$1.1M (-$236.1K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares12,536 from 7,946
Change+4,590 (+58%)
Value$1.1M (+$357.4K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
UNCHANGED
Shares12,429 from 12,429
Change0 (0%)
Value$1.1M (-$84.5K)
Filed 2026-10-26
Donalies Financial Planning, LLC
INCREASED
Shares12,383 from 12,319
Change+64 (+1%)
Value$1.1M (-$78.0K)
Filed 2026-10-19
KMG Fiduciary Partners, LLC
DECREASED
Shares12,380 from 12,425
Change-45 (0%)
Value$1.1M (-$88.5K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares12,258 from 42,668
Change-30,410 (-71%)
Value$1.1M (-$3.0M)
Filed 2026-11-05
Arkansas Financial Group, Inc.
DECREASED
Shares12,213 from 12,288
Change-75 (-1%)
Value$1.1M (-$90.3K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
UNCHANGED
Shares11,999 from 11,999
Change0 (0%)
Value$1.1M (-$124.7K)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares11,917 from 11,014
Change+903 (+8%)
Value$1.1M (+$6.1K)
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares11,902 from 11,886
Change+16 (+0%)
Value$1.1M (-$79.4K)
Filed 2026-10-27
Livet Wealth, LLC
INCREASED
Shares11,892 from 11,384
Change+508 (+4%)
Value$1.1M (-$31.9K)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares11,801 from 11,698
Change+103 (+1%)
Value$1.1M (-$70.2K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares11,718 from 11,689
Change+29 (+0%)
Value$1.1M (-$76.8K)
Filed 2026-10-21
Telos Capital Management, Inc.
DECREASED
Shares11,657 from 11,871
Change-214 (-2%)
Value$1.0M (-$99.9K)
Filed 2026-11-02
DBK Financial Counsel, LLC
UNCHANGED
Shares11,559 from 11,559
Change0 (0%)
Value$1.0M (-$78.6K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
INCREASED
Shares11,525 from 11,281
Change+244 (+2%)
Value$1.0M (-$54.8K)
Filed 2026-11-03
Maseco LLP
INCREASED
Shares11,520 from 11,450
Change+70 (+1%)
Value$1.0M (-$71.9K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares11,505 from 11,657
Change-152 (-1%)
Value$1.0M (-$92.9K)
Filed 2026-10-27
Robinson Value Management, Ltd.
DECREASED
Shares11,446 from 11,511
Change-65 (-1%)
Value$1.0M (-$84.1K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares11,416 from 9,227
Change+2,189 (+24%)
Value$1.0M (+$133.4K)
Filed 2026-10-22
Windsor Capital Management, LLC
DECREASED
Shares11,402 from 11,573
Change-171 (-1%)
Value$1.0M (-$94.1K)
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares11,392 from 11,387
Change+5 (+0%)
Value$1.0M (-$76.9K)
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares11,244 from 11,508
Change-264 (-2%)
Value$1.0M (-$101.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares11,220 from 10,938
Change+282 (+3%)
Value$1.0M (-$49.1K)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares11,211 from 13,476
Change-2,265 (-17%)
Value$1.0M (-$294.6K)
Filed 2026-11-06
Warner Financial, Inc
DECREASED
Shares11,069 from 12,993
Change-1,924 (-15%)
Value$992.1K (-$260.8K)
Filed 2026-11-06
Martel Wealth Advisors LLC
DECREASED
Shares11,018 from 11,089
Change-71 (-1%)
Value$987.6K (-$81.7K)
Filed 2026-10-14
Blue Trust, Inc.
DECREASED
Shares11,016 from 13,117
Change-2,101 (-16%)
Value$987.4K (-$277.5K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares10,938 from 10,431
Change+507 (+5%)
Value$980.2K (-$25.5K)
Filed 2026-10-19
RTD Financial Advisors, Inc.
DECREASED
Shares10,843 from 12,254
Change-1,411 (-12%)
Value$971.8K (-$209.8K)
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares10,830 from 10,462
Change+368 (+4%)
Value$970.7K (-$38.2K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares10,823 from 13,176
Change-2,353 (-18%)
Value$970.0K (-$300.5K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares10,769 from 10,656
Change+113 (+1%)
Value$965.2K (-$62.3K)
Filed 2026-11-06
Apeiron RIA LLC
INCREASED
Shares10,657 from 10,231
Change+426 (+4%)
Value$950.3K (-$36.3K)
Filed 2026-10-08
Powerhouse Assets LLC
INCREASED
Shares10,584 from 9,443
Change+1,141 (+12%)
Value$948.6K (+$38.0K)
Filed 2026-10-19
Nestegg Advisors, Inc.
DECREASED
Shares10,541 from 10,842
Change-301 (-3%)
Value$944.8K (-$100.7K)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
INCREASED
Shares10,417 from 10,392
Change+25 (+0%)
Value$934 (-$1.0M)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares10,387 from 2,499
Change+7,888 (+316%)
Value$931.0K (+$690.0K)
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares10,352 from 10,537
Change-185 (-2%)
Value$927.8K (-$88.3K)
Filed 2026-10-21
Mustard Seed Financial, LLC
INCREASED
Shares10,319 from 10,230
Change+89 (+1%)
Value$924.9K (-$61.6K)
Filed 2026-10-30
Trust Co
DECREASED
Shares10,259 from 10,478
Change-219 (-2%)
Value$919.6K (-$90.8K)
Filed 2026-10-09
Wesbanco Bank Inc
DECREASED
Shares10,247 from 15,102
Change-4,855 (-32%)
Value$918.4K (-$537.8K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares10,239 from 10,426
Change-187 (-2%)
Value$917.7K (-$87.7K)
Filed 2026-10-26
L.K. Benson & Company, P.C.
DECREASED
Shares10,128 from 11,348
Change-1,220 (-11%)
Value$907.8K (-$186.5K)
Filed 2026-10-23
Baker Ellis Asset Management LLC
UNCHANGED
Shares9,957 from 9,957
Change0 (0%)
Value$892.4K (-$67.7K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED
Shares9,949 from 9,976
Change-27 (0%)
Value$891.8K (-$70.2K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
INCREASED
Shares9,945 from 9,101
Change+844 (+9%)
Value$891.4K (+$13.8K)
Filed 2026-11-02
Woodward Diversified Capital, LLC
DECREASED
Shares9,911 from 10,279
Change-368 (-4%)
Value$888.3K (-$102.9K)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares9,850 from 8,879
Change+971 (+11%)
Value$882.9K (+$26.7K)
Filed 2026-11-05
Stablepoint Partners, LLC
INCREASED
Shares9,791 from 9,120
Change+671 (+7%)
Value$877.6K (-$1.9K)
Filed 2026-11-03
Upper Left Wealth Management, LLC
DECREASED
Shares9,790 from 12,521
Change-2,731 (-22%)
Value$877.5K (-$329.9K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares9,708 from 9,909
Change-201 (-2%)
Value$867.4K (-$88.2K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,628 from 8,656
Change+972 (+11%)
Value$862.9K (+$28.2K)
Filed 2026-10-08
Curbstone Financial Management Corp
UNCHANGED
Shares9,614 from 9,614
Change0 (0%)
Value$861.7K (-$65.4K)
Filed 2026-10-21
Great Hill Capital LLC
UNCHANGED
Shares9,584 from 9,584
Change0 (0%)
Value$859.0K (-$65.2K)
Filed 2026-10-20
Uptown Financial Advisors LLC
INCREASED
Shares9,551 from 9,499
Change+52 (+1%)
Value$856.1K (-$60.0K)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares9,530 from 8,453
Change+1,077 (+13%)
Value$854.1K (+$39.0K)
Filed 2026-10-16
Trust Co of Vermont
INCREASED
Shares9,421 from 8,725
Change+696 (+8%)
Value$844.4K (+$3.1K)
Filed 2026-10-21
Armbruster Capital Management, Inc.
DECREASED
Shares9,375 from 9,826
Change-451 (-5%)
Value$840.3K (-$107.2K)
Filed 2026-10-19
Old National Bancorp
UNCHANGED
Shares9,352 from 9,352
Change0 (0%)
Value$838.2K (-$63.6K)
Filed 2026-10-20
Bucket List Wealth Management, LLC
DECREASED
Shares9,288 from 9,480
Change-192 (-2%)
Value$832.5K (-$81.7K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares9,253 from 7,330
Change+1,923 (+26%)
Value$829.4K (+$122.6K)
Filed 2026-10-16
Lynx Capital Group LTD
UNCHANGED
Shares9,236 from 9,236
Change0 (0%)
Value$827.8K (-$62.8K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
DECREASED
Shares9,225 from 9,640
Change-415 (-4%)
Value$826.9K (-$102.7K)
Filed 2026-11-06
Financial Perspectives, Inc
INCREASED
Shares9,175 from 9,171
Change+4 (+0%)
Value$822.3K (-$62.1K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares9,069
Change+9,069
Value$831
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares9,039 from 9,304
Change-265 (-3%)
Value$810.2K (-$87.0K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares8,967 from 9,160
Change-193 (-2%)
Value$803.8K (-$79.5K)
Filed 2026-10-21
Worth Asset Management, LLC
INCREASED
Shares8,965 from 6,587
Change+2,378 (+36%)
Value$803.5K (+$168.3K)
Filed 2026-10-07
Clark Asset Management, LLC
DECREASED
Shares8,951 from 9,231
Change-280 (-3%)
Value$802.3K (-$87.8K)
Filed 2026-10-19
Andrews Advisory Associates, LLC
DECREASED
Shares8,933 from 10,928
Change-1,995 (-18%)
Value$800.7K (-$253.1K)
Filed 2026-10-15
Richardson Financial Services Inc.
INCREASED
Shares8,921 from 8,535
Change+386 (+5%)
Value$799.5K (-$23.4K)
Filed 2026-10-30
Forum Financial Management, LP
DECREASED
Shares8,876 from 9,137
Change-261 (-3%)
Value$795.6K (-$85.5K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
INCREASED
Shares8,851 from 8,756
Change+95 (+1%)
Value$793.3K (-$51.1K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares8,824 from 8,729
Change+95 (+1%)
Value$790.9K (-$50.8K)
Filed 2026-10-20
Reality Financial Planning Services, LLC
DECREASED
Shares8,796 from 9,781
Change-985 (-10%)
Value$788.4K (-$154.8K)
Filed 2026-11-03
Northwest Wealth Management, LLC
DECREASED
Shares8,630 from 8,825
Change-195 (-2%)
Value$773.5K (-$77.5K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares8,608 from 8,600
Change+8 (+0%)
Value$771.5K (-$57.8K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares8,600 from 8,525
Change+75 (+1%)
Value$766.8K (-$58.7K)
Filed 2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares8,595 from 8,595
Change0 (0%)
Value$770.4K (-$58.4K)
Filed 2026-10-30
First Financial Corp
INCREASED
Shares8,537 from 7,994
Change+543 (+7%)
Value$765.2K (-$5.7K)
Filed 2026-10-13
King Luther Capital Management Corp
INCREASED
Shares8,517 from 8,443
Change+74 (+1%)
Value$763.4K (-$50.7K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares8,436 from 8,483
Change-47 (-1%)
Value$756.1K (-$61.9K)
Filed 2026-10-28
Nordwand Advisors, LLC
DECREASED
Shares8,419 from 11,793
Change-3,374 (-29%)
Value$754.6K (-$382.6K)
Filed 2026-11-05
Lantern Wealth Advisors, LLC
INCREASED
Shares8,332 from 8,119
Change+213 (+3%)
Value$746.8K (-$36.1K)
Filed 2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
NEW
Shares8,321
Change+8,321
Value$745.8K
Filed 2026-10-15
Fingerlakes Wealth Management, Inc.
INCREASED
Shares8,295 from 8,292
Change+3 (+0%)
Value$743.5K (-$56.2K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares8,156 from 17,979
Change-9,823 (-55%)
Value$731.0K (-$1.0M)
Filed 2026-10-30
KPP Advisory Services LLC
UNCHANGED
Shares8,128 from 8,128
Change0 (0%)
Value$728.5K (-$55.3K)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares8,123 from 8,281
Change-158 (-2%)
Value$1.0M (-$39.8K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares8,093 from 7,846
Change+247 (+3%)
Value$725.3K (-$31.2K)
Filed 2026-10-14
Hudock, Inc.
UNCHANGED
Shares8,073 from 8,073
Change0 (0%)
Value$723.7K (-$54.9K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares7,980 from 7,674
Change+306 (+4%)
Value$715.3K (-$24.7K)
Filed 2026-10-08
Exchange Traded Concepts, LLC
DECREASED
Shares7,968 from 36,448
Change-28,480 (-78%)
Value$714.2K (-$2.8M)
Filed 2026-10-28
Bryant Woods Investment Advisors, LLC
INCREASED
Shares7,946 from 7,620
Change+326 (+4%)
Value$712.3K (-$22.5K)
Filed 2026-10-26
Farrell Financial LLC
INCREASED
Shares7,932 from 7,517
Change+415 (+6%)
Value$710.9K (-$13.9K)
Filed 2026-10-16
United Community Bank
DECREASED
Shares7,920 from 8,313
Change-393 (-5%)
Value$709.9K (-$91.8K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares7,832 from 7,841
Change-9 (0%)
Value$702.0K (-$54.1K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,656 from 7,656
Change0 (0%)
Value$686.2K (-$52.1K)
Filed 2026-11-05
First Bancorp, Inc
UNCHANGED
Shares7,643 from 7,643
Change0 (0%)
Value$685.0K (-$52.0K)
Filed 2026-10-26
Myecfo, LLC
DECREASED
Shares7,637 from 7,697
Change-60 (-1%)
Value$684.5K (-$57.7K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED
Shares7,599 from 7,360
Change+239 (+3%)
Value$681.1K (-$28.7K)
Filed 2026-10-21
Legacy Financial Independent Advisors LLC
INCREASED
Shares7,582 from 7,558
Change+24 (+0%)
Value$679.6K (-$49.2K)
Filed 2026-11-02
Duncker Streett & Co Inc
UNCHANGED
Shares7,570 from 7,570
Change0 (0%)
Value$678.5K (-$51.5K)
Filed 2026-10-27
Apollon Financial, LLC
INCREASED
Shares7,485 from 7,041
Change+444 (+6%)
Value$670.8K (-$8.2K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,463 from 7,448
Change+15 (+0%)
Value$668.9K (-$49.3K)
Filed 2026-10-22
Carson Advisory Inc.
DECREASED
Shares7,448 from 7,871
Change-423 (-5%)
Value$667.6K (-$91.4K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares7,392 from 5,343
Change+2,049 (+38%)
Value$662.6K (+$147.3K)
Filed 2026-10-28
Loudon Investment Management, LLC
UNCHANGED
Shares7,345 from 7,345
Change0 (0%)
Value$658.3K (-$49.9K)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares7,341 from 7,939
Change-598 (-8%)
Value$657.9K (-$107.6K)
Filed 2026-10-23
McLean Asset Management Corp
INCREASED
Shares7,328 from 7,325
Change+3 (+0%)
Value$705.2K (-$19.6K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares7,317 from 6,398
Change+919 (+14%)
Value$655.9K (+$38.9K)
Filed 2026-10-21
Caldwell Trust Co
DECREASED
Shares7,309 from 7,366
Change-57 (-1%)
Value$655.1K (-$55.2K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares7,295 from 6,997
Change+298 (+4%)
Value$653.8K (-$20.8K)
Filed 2026-10-07
Bison Wealth, LLC
NEW
Shares7,290
Change+7,290
Value$666.0K
Filed 2026-10-13
Bill Few Associates, Inc.
INCREASED
Shares7,247 from 4,077
Change+3,170 (+78%)
Value$649.5K (+$256.4K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,189 from 7,139
Change+50 (+1%)
Value$644.4K (-$44.0K)
Filed 2026-10-14
Central Bank & Trust Co
DECREASED
Shares7,068 from 7,210
Change-142 (-2%)
Value$633.5K (-$61.8K)
Filed 2026-10-09
Narwhal Capital Management
DECREASED
Shares7,050 from 21,665
Change-14,615 (-67%)
Value$631.9K (-$1.5M)
Filed 2026-11-04
Diesslin Group, Inc.
DECREASED
Shares6,982 from 7,769
Change-787 (-10%)
Value$625.8K (-$123.4K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares6,967 from 5,581
Change+1,386 (+25%)
Value$624.5K (+$86.3K)
Filed 2026-10-29
Optimist Retirement Group LLC
INCREASED
Shares6,947 from 6,920
Change+27 (+0%)
Value$622.7K (-$44.6K)
Filed 2026-10-30
Salem Investment Counselors Inc
INCREASED
Shares6,931 from 6,881
Change+50 (+1%)
Value$621.2K (-$42.3K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED
Shares6,910 from 6,910
Change0 (0%)
Value$619.3K (-$47.0K)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares6,908 from 6,783
Change+125 (+2%)
Value$619.2K (-$34.9K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares6,875 from 7,034
Change-159 (-2%)
Value$616.2K (-$62.0K)
Filed 2026-10-27
Community Bank, N.A.
INCREASED
Shares6,862 from 6,752
Change+110 (+2%)
Value$615.0K (-$36.1K)
Filed 2026-11-06
Summit Global Investments
INCREASED
Shares6,852 from 6,151
Change+701 (+11%)
Value$614 (-$592.4K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares6,812 from 7,170
Change-358 (-5%)
Value$610.5K (-$80.8K)
Filed 2026-10-30
Tabr Capital Management, LLC
INCREASED
Shares6,810 from 6,575
Change+235 (+4%)
Value$610.4K (-$23.6K)
Filed 2026-10-20
Allen Investment Management, LLC
UNCHANGED
Shares6,781 from 6,781
Change0 (0%)
Value$607.8K (-$46.1K)
Filed 2026-11-03
Del-Sette Capital Management, LLC
UNCHANGED
Shares6,745 from 6,745
Change0 (0%)
Value$604.6K (-$45.9K)
Filed 2026-10-23
Invested Advisors
INCREASED
Shares6,705 from 6,683
Change+22 (+0%)
Value$601.0K (-$43.5K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
DECREASED
Shares6,689 from 7,670
Change-981 (-13%)
Value$599.5K (-$140.1K)
Filed 2026-10-21
YHB Investment Advisors, Inc.
INCREASED
Shares6,686 from 6,636
Change+50 (+1%)
Value$599.3K (-$40.6K)
Filed 2026-10-08
International Assets Investment Management, LLC
DECREASED
Shares6,624 from 6,794
Change-170 (-2%)
Value$590.7K (-$67.1K)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares6,593 from 6,702
Change-109 (-2%)
Value$590.9K (-$55.3K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares6,575 from 28,645
Change-22,070 (-77%)
Value$589.3K (-$2.2M)
Filed 2026-10-26
Smith Shellnut Wilson LLC
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$587.1K (-$44.5K)
Filed 2026-10-21
Sunpointe, LLC
DECREASED
Shares6,527 from 10,044
Change-3,517 (-35%)
Value$585.0K (-$384.1K)
Filed 2026-10-22
Mechanics Bank Trust Department
UNCHANGED
Shares6,489 from 6,489
Change0 (0%)
Value$581.6K (-$44.1K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares6,435 from 5,813
Change+622 (+11%)
Value$576.8K (+$16.2K)
Filed 2026-10-29
Portland Financial Advisors Inc
INCREASED
Shares6,408 from 6,221
Change+187 (+3%)
Value$574.4K (-$25.5K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
INCREASED
Shares6,375 from 5,737
Change+638 (+11%)
Value$571.4K (+$18.2K)
Filed 2026-10-19
Leeward Financial Partners, LLC
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$564.4K (-$42.8K)
Filed 2026-10-23
Fidato Wealth LLC
DECREASED
Shares6,285 from 6,450
Change-165 (-3%)
Value$563.3K (-$58.6K)
Filed 2026-10-13
Piscataqua Savings Bank
DECREASED
Shares6,260 from 6,291
Change-31 (0%)
Value$561.0K (-$45.6K)
Filed 2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares6,233 from 10,134
Change-3,901 (-38%)
Value$558.7K (-$418.6K)
Filed 2026-10-13
Churchill Financial Advisors, LLC
UNCHANGED
Shares6,190 from 6,190
Change0 (0%)
Value$554.8K (-$42.1K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED
Shares6,164 from 2,876
Change+3,288 (+114%)
Value$552.5K (+$275.2K)
Filed 2026-10-05
Sage Investment Counsel LLC
DECREASED
Shares6,152 from 6,723
Change-571 (-8%)
Value$551.4K (-$96.9K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares6,067 from 6,478
Change-411 (-6%)
Value$543.8K (-$80.9K)
Filed 2026-10-06
KG Capital Management
INCREASED
Shares6,063 from 6,056
Change+7 (+0%)
Value$543.5K (-$40.5K)
Filed 2026-10-15
Arrow Financial Corp
DECREASED
Shares6,039 from 6,164
Change-125 (-2%)
Value$541.3K (-$53.1K)
Filed 2026-10-26
Charles Schwab Trust Co
INCREASED
Shares6,027 from 5,567
Change+460 (+8%)
Value$540.2K (+$3.4K)
Filed 2026-10-15
Bfsg, LLC
INCREASED
Shares6,001 from 5,971
Change+30 (+1%)
Value$537.8K (-$37.9K)
Filed 2026-10-30
Arbor Wealth Advisors LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$537.8K (-$40.8K)
Filed 2026-10-09
CJM Wealth Advisers, Ltd.
INCREASED
Shares5,899 from 5,619
Change+280 (+5%)
Value$528.7K (-$13.1K)
Filed 2026-10-27
Riverbridge Partners LLC
INCREASED
Shares5,800 from 5,791
Change+9 (+0%)
Value$519.9K (-$38.5K)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares5,762 from 4,637
Change+1,125 (+24%)
Value$516.4K (+$69.3K)
Filed 2026-11-05
Bluesphere Advisors LLC
DECREASED
Shares5,677 from 5,849
Change-172 (-3%)
Value$508.8K (-$55.2K)
Filed 2026-10-19
Boltwood Capital Management
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$507.3K (-$38.5K)
Filed 2026-10-02
Strata Wealth Advisors, LLC
INCREASED
Shares5,656 from 5,254
Change+402 (+8%)
Value$507.0K (+$362)
Filed 2026-10-16
Clear Investment Research, LLC
INCREASED
Shares5,643 from 5,364
Change+279 (+5%)
Value$505.8K (-$11.5K)
Filed 2026-11-06
Wealth Effects LLC
INCREASED
Shares5,637 from 5,383
Change+254 (+5%)
Value$505.2K (-$13.8K)
Filed 2026-10-23
Partners Wealth Management, LLC
INCREASED
Shares5,633 from 3,501
Change+2,132 (+61%)
Value$504.9K (+$167.3K)
Filed 2026-10-28
Tactive Advisors, LLC
INCREASED
Shares5,607 from 5,319
Change+288 (+5%)
Value$502.5K (-$10.3K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares5,589 from 5,601
Change-12 (0%)
Value$500.9K (-$39.2K)
Filed 2026-10-08
Oceanside Advisors LLC
INCREASED
Shares5,539 from 3,080
Change+2,459 (+80%)
Value$496.5K (+$199.5K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,530 from 5,693
Change-163 (-3%)
Value$495.7K (-$53.3K)
Filed 2026-11-04
Opulen Financial Group LLC
INCREASED
Shares5,523 from 5,470
Change+53 (+1%)
Value$495.0K (-$32.5K)
Filed 2026-10-22
Jordan Park Trust Co LLC
UNCHANGED
Shares5,517 from 5,517
Change0 (0%)
Value$494.5K (-$37.5K)
Filed 2026-10-19
Southern Michigan Bank & Trust
DECREASED
Shares5,510 from 5,676
Change-166 (-3%)
Value$493.9K (-$53.5K)
Filed 2026-10-19
Woodside Wealth Management LLC
INCREASED
Shares5,428 from 4,566
Change+862 (+19%)
Value$486.5K (+$46.2K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares5,427 from 7,062
Change-1,635 (-23%)
Value$486.4K (-$194.6K)
Filed 2026-10-27
Saratoga Research & Investment Management
UNCHANGED
Shares5,414 from 5,414
Change0 (0%)
Value$485.3K (-$36.8K)
Filed 2026-10-16
Cpwa, LLC
INCREASED
Shares5,370 from 4,977
Change+393 (+8%)
Value$490.6K (+$10.7K)
Filed 2026-11-04
Eagle Strategies LLC
INCREASED
Shares5,350 from 5,286
Change+64 (+1%)
Value$479.5K (-$30.2K)
Filed 2026-10-16
Optima Capital LLC
INCREASED
Shares5,332 from 5,289
Change+43 (+1%)
Value$477.9K (-$32.1K)
Filed 2026-10-29
Towerpoint Wealth, LLC
DECREASED
Shares5,298 from 5,389
Change-91 (-2%)
Value$474.8K (-$44.8K)
Filed 2026-10-13
Sage Investment Advisers LLC
INCREASED
Shares5,281 from 5,163
Change+118 (+2%)
Value$473.3K (-$24.5K)
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$472.7K (-$35.9K)
Filed 2026-10-22
Kearns & Associates LLC
INCREASED
Shares5,251 from 5,245
Change+6 (+0%)
Value$471.9K (-$33.8K)
Filed 2026-10-09
TPG Advisors LLC
DECREASED
Shares5,246 from 8,583
Change-3,337 (-39%)
Value$470.2K (-$357.5K)
Filed 2026-10-16
Asset One Wealth Management LLC
INCREASED
Shares5,237 from 4,981
Change+256 (+5%)
Value$469.4K (-$18.0K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares5,222 from 4,237
Change+985 (+23%)
Value$468.0K (+$59.5K)
Filed 2026-10-09
SteelPeak Wealth, LLC
INCREASED
Shares5,207 from 4,210
Change+997 (+24%)
Value$466.7K (+$60.7K)
Filed 2026-10-16
New Hampshire Trust
DECREASED
Shares5,175 from 12,331
Change-7,156 (-58%)
Value$463.8K (-$725.2K)
Filed 2026-10-20
Mcdonald Partners LLC
INCREASED
Shares5,147 from 947
Change+4,200 (+444%)
Value$461.3K (+$370.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares5,115 from 4,563
Change+552 (+12%)
Value$458.4K (+$18.5K)
Filed 2026-11-04
Zinnia Wealth Advisory, LLC
INCREASED
Shares5,109 from 2,644
Change+2,465 (+93%)
Value$457.9K (+$203.0K)
Filed 2026-11-06
Northeast Investment Management
UNCHANGED
Shares5,105 from 5,105
Change0 (0%)
Value$457.6K (-$34.7K)
Filed 2026-10-30
True North Advisors, LLC
INCREASED
Shares5,059 from 5,058
Change+1 (+0%)
Value$453.4K (-$34.3K)
Filed 2026-10-22
James J. Burns & Company, LLC
DECREASED
Shares5,028 from 5,055
Change-27 (-1%)
Value$450.7K (-$36.7K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares5,026 from 5,204
Change-178 (-3%)
Value$450.5K (-$51.3K)
Filed 2026-10-08
Covestor Ltd
INCREASED
Shares5,008 from 4,917
Change+91 (+2%)
Value$449 (-$473.6K)
Filed 2026-10-30
Edge Wealth Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$449.8K (-$32.3K)
Filed 2026-10-13
Davidson Trust Co
INCREASED
Shares4,978 from 4,686
Change+292 (+6%)
Value$446.2K (-$5.7K)
Filed 2026-10-09
Elevated Financial Group LLC
DECREASED
Shares4,959 from 5,497
Change-538 (-10%)
Value$444.5K (-$85.6K)
Filed 2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED
Shares4,942 from 4,942
Change0 (0%)
Value$443.0K (-$33.6K)
Filed 2026-10-08
Independent Wealth Network Inc.
INCREASED
Shares4,933 from 4,709
Change+224 (+5%)
Value$442.2K (-$12.0K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,906 from 4,934
Change-28 (-1%)
Value$439.7K (-$36.1K)
Filed 2026-10-05
SigFig Wealth Management, LLC
DECREASED
Shares4,875 from 5,037
Change-162 (-3%)
Value$438.1K (-$56.8K)
Filed 2026-10-07
Oarsman Capital, Inc.
INCREASED
Shares4,871 from 4,709
Change+162 (+3%)
Value$436.6K (-$17.5K)
Filed 2026-11-05
MontVue Capital Management, Inc.
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$435.6K (-$33.0K)
Filed 2026-10-19
Asset Allocation Strategies LLC
DECREASED
Shares4,828 from 6,257
Change-1,429 (-23%)
Value$432.8K (-$170.6K)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares4,823 from 4,971
Change-148 (-3%)
Value$432.3K (-$47.1K)
Filed 2026-10-13
Fisher Asset Management, LLC
DECREASED
Shares4,792 from 6,679
Change-1,887 (-28%)
Value$429.5K (-$214.6K)
Filed 2026-11-06
Northern Capital Management, Inc.
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$429.1K (-$32.6K)
Filed 2026-11-05
Old Peak Finance LLC
INCREASED
Shares4,774 from 4,766
Change+8 (+0%)
Value$427.9K (-$31.7K)
Filed 2026-11-02
NorthLanding Financial Partners, LLC
DECREASED
Shares4,723 from 6,783
Change-2,060 (-30%)
Value$423.3K (-$230.7K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$422.6K (-$32.1K)
Filed 2026-10-22
Sage Capital Management, LLC
INCREASED
Shares4,701 from 4,676
Change+25 (+1%)
Value$422.0K (-$29.4K)
Filed 2026-10-20
Box Hill Private Wealth LLC
DECREASED
Shares4,699 from 5,952
Change-1,253 (-21%)
Value$421.1K (-$152.9K)
Filed 2026-10-05
Certified Advisory Corp
INCREASED
Shares4,663 from 4,341
Change+322 (+7%)
Value$418.0K (-$622)
Filed 2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$416.7K (-$31.6K)
Filed 2026-10-27
Washington Growth Strategies LLC
DECREASED
Shares4,629 from 5,098
Change-469 (-9%)
Value$414.9K (-$76.7K)
Filed 2026-10-19
Venture Visionary Partners LLC
INCREASED
Shares4,596 from 4,543
Change+53 (+1%)
Value$411.9K (-$26.1K)
Filed 2026-10-07
Mechanics Financial Corp
UNCHANGED
Shares4,583 from 4,583
Change0 (0%)
Value$410.8K (-$31.2K)
Filed 2026-11-05
Vannoy Advisory Group, Inc.
DECREASED
Shares4,576 from 4,680
Change-104 (-2%)
Value$410.2K (-$41.1K)
Filed 2026-10-13
Tompkins Financial Corp
INCREASED
Shares4,574 from 4,308
Change+266 (+6%)
Value$410.0K (-$5.5K)
Filed 2026-10-05
PW Nova Financial Services LLC
DECREASED
Shares4,525 from 5,188
Change-663 (-13%)
Value$405.6K (-$94.7K)
Filed 2026-10-15
Berman McAleer LLC
UNCHANGED
Shares4,524 from 4,524
Change0 (0%)
Value$405.5K (-$30.8K)
Filed 2026-10-16
Boston Trust Walden Corp
UNCHANGED
Shares4,522 from 4,522
Change0 (0%)
Value$405.3K (-$30.7K)
Filed 2026-10-30
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$403.3K (-$30.6K)
Filed 2026-10-22
Auour Investments LLC
DECREASED
Shares4,488 from 4,733
Change-245 (-5%)
Value$402.3K (-$54.1K)
Filed 2026-10-28
First Interstate Bank
DECREASED
Shares4,466 from 4,611
Change-145 (-3%)
Value$400.3K (-$44.4K)
Filed 2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares4,434 from 6,230
Change-1,796 (-29%)
Value$397.4K (-$203.3K)
Filed 2026-10-22
Opus Capital Group, LLC
DECREASED
Shares4,429 from 5,027
Change-598 (-12%)
Value$397 (-$484.6K)
Filed 2026-10-30
Manske Wealth Management
DECREASED
Shares4,421 from 4,594
Change-173 (-4%)
Value$396.3K (-$46.7K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares4,407 from 4,406
Change+1 (+0%)
Value$395.0K (-$29.9K)
Filed 2026-10-26
Fullerton Advisors, LLC
INCREASED
Shares4,376 from 4,338
Change+38 (+1%)
Value$392.2K (-$26.1K)
Filed 2026-10-14
Burk Holdings LLC
DECREASED
Shares4,365 from 4,583
Change-218 (-5%)
Value$391.3K (-$50.7K)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares4,361 from 3,601
Change+760 (+21%)
Value$390.9K (+$43.6K)
Filed 2026-10-26
Professional Advisory Services Inc
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$389 (-$29)
Filed 2026-10-08
Postrock Partners LLC
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$388.5K (-$29.5K)
Filed 2026-11-02
IVC Wealth Advisors LLC
DECREASED
Shares4,320 from 4,322
Change-2 (0%)
Value$387.2K (-$29.6K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares4,288 from 4,288
Change0 (0%)
Value$384.3K (-$29.2K)
Filed 2026-10-19
Copeland Capital Management, LLC
NEW
Shares4,228
Change+4,228
Value$379.0K
Filed 2026-10-13
Vilga Financial Planning LLC
INCREASED
Shares4,223 from 3,893
Change+330 (+8%)
Value$378.5K (+$3.1K)
Filed 2026-10-09
Goelzer Investment Management, Inc.
DECREASED
Shares4,223 from 4,276
Change-53 (-1%)
Value$378.5K (-$33.8K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$377.8K (-$28.7K)
Filed 2026-11-03
Ballast, Inc.
UNCHANGED
Shares4,185 from 4,185
Change0 (0%)
Value$375.1K (-$28.5K)
Filed 2026-10-20
LAM Group, Inc.
INCREASED
Shares4,155 from 4,070
Change+85 (+2%)
Value$372.4K (-$20.1K)
Filed 2026-10-26
Abacus Planning Group, Inc.
INCREASED
Shares4,145 from 2,841
Change+1,304 (+46%)
Value$371.5K (+$97.6K)
Filed 2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,117 from 4,088
Change+29 (+1%)
Value$369.0K (-$25.2K)
Filed 2026-10-13
Canandaigua National Trust Co of Florida
NEW
Shares4,114
Change+4,114
Value$368.7K
Filed 2026-10-07
Fidelis iM, LLC
DECREASED
Shares4,112 from 65,284
Change-61,172 (-94%)
Value$368.6K (-$5.9M)
Filed 2026-10-16
Meridian Investment Counsel Inc.
UNCHANGED
Shares4,073 from 4,073
Change0 (0%)
Value$365.1K (-$27.7K)
Filed 2026-10-14
Investmark Advisory Group LLC
NEW
Shares4,058
Change+4,058
Value$363.8K
Filed 2026-10-27
Chatham Capital Group, Inc.
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$363.0K (-$27.5K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
DECREASED
Shares4,037 from 4,110
Change-73 (-2%)
Value$362.0K (-$34.0K)
Filed 2026-10-13
Marino, Stram & Associates LLC
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$360.7K (-$27.4K)
Filed 2026-10-22
First National Bank Sioux Falls
UNCHANGED
Shares4,017 from 4,017
Change0 (0%)
Value$360.0K (-$22.2K)
Filed 2026-10-13
Clearstead Trust, LLC
INCREASED
Shares4,012 from 844
Change+3,168 (+375%)
Value$359.6K (+$278.2K)
Filed 2026-11-06
SkyOak Wealth, LLC
UNCHANGED
Shares4,009 from 4,009
Change0 (0%)
Value$359.3K (-$27.3K)
Filed 2026-10-28
RS Crum Inc.
DECREASED
Shares3,995 from 4,095
Change-100 (-2%)
Value$358.1K (-$36.8K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
DECREASED
Shares3,988 from 4,092
Change-104 (-3%)
Value$357.4K (-$37.1K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares3,971 from 3,819
Change+152 (+4%)
Value$356.0K (-$12.3K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,958 from 4,341
Change-383 (-9%)
Value$354.7K (-$63.9K)
Filed 2026-10-23
Future Financial Wealth Managment LLC
DECREASED
Shares3,943 from 4,068
Change-125 (-3%)
Value$353.4K (-$48.1K)
Filed 2026-10-15
XY Planning Network, Inc.
DECREASED
Shares3,914 from 5,884
Change-1,970 (-33%)
Value$350.8K (-$216.6K)
Filed 2026-10-14
Red Mountain Financial, LLC
INCREASED
Shares3,911 from 3,907
Change+4 (+0%)
Value$350.6K (-$26.2K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares3,904 from 3,859
Change+45 (+1%)
Value$349.9K (-$22.2K)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares3,865 from 4,482
Change-617 (-14%)
Value$346.4K (-$85.7K)
Filed 2026-11-03
Essex LLC
DECREASED
Shares3,847 from 4,037
Change-190 (-5%)
Value$344.8K (-$44.6K)
Filed 2026-10-14
Fiduciary Financial Group, LLC
INCREASED
Shares3,843 from 3,534
Change+309 (+9%)
Value$344.4K (+$3.7K)
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares3,839 from 3,839
Change0 (0%)
Value$344.1K (-$26.1K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$343.7K (-$26.1K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
DECREASED
Shares3,820 from 7,195
Change-3,375 (-47%)
Value$342.4K (-$351.5K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares3,811 from 3,621
Change+190 (+5%)
Value$341.6K (-$7.5K)
Filed 2026-10-23
Rockingstone Advisors LLC
UNCHANGED
Shares3,804 from 3,804
Change0 (0%)
Value$341.0K (-$25.9K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares3,801 from 1,491
Change+2,310 (+155%)
Value$340.7K (+$196.9K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$340.6K (-$25.8K)
Filed 2026-10-09
Smithbridge Asset Management Inc
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$336.7K (-$25.6K)
Filed 2026-10-19
Calamos Wealth Management LLC
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$336.3K (-$25.5K)
Filed 2026-11-02
Money Concepts Capital Corp
DECREASED
Shares3,747 from 3,986
Change-239 (-6%)
Value$335.8K (-$48.5K)
Filed 2026-11-06
McClarren Financial Advisors, Inc.
INCREASED
Shares3,739 from 3,624
Change+115 (+3%)
Value$335.1K (-$14.4K)
Filed 2026-10-15
Busey Bank
INCREASED
Shares3,679 from 3,666
Change+13 (+0%)
Value$329.7K (-$23.8K)
Filed 2026-10-26
Allegheny Financial Group
INCREASED
Shares3,672 from 3,125
Change+547 (+18%)
Value$329.2K (+$27.8K)
Filed 2026-11-05
GEN Financial Management, Inc.
NEW
Shares3,628
Change+3,628
Value$325.2K
Filed 2026-10-13
HCR Wealth Advisors
DECREASED
Shares3,621 from 3,707
Change-86 (-2%)
Value$324.6K (-$32.8K)
Filed 2026-10-15
Blossom Wealth Management
INCREASED
Shares3,621 from 3,596
Change+25 (+1%)
Value$324.6K (-$22.2K)
Filed 2026-11-03
Base Wealth Management LLC
DECREASED
Shares3,618 from 3,706
Change-88 (-2%)
Value$324.3K (-$33.1K)
Filed 2026-10-21
Oath Planning, LLC
INCREASED
Shares3,598 from 3,567
Change+31 (+1%)
Value$322.5K (-$21.4K)
Filed 2026-10-20
Bayban
UNCHANGED
Shares3,582 from 3,582
Change0 (0%)
Value$345.4K ($0)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares3,534 from 16,298
Change-12,764 (-78%)
Value$316.8K (-$1.3M)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares3,526 from 3,619
Change-93 (-3%)
Value$316.0K (-$32.9K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
DECREASED
Shares3,526 from 3,561
Change-35 (-1%)
Value$316.0K (-$27.4K)
Filed 2026-10-21
Stonebridge Financial Group, LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$313.5K (-$23.8K)
Filed 2026-10-01
McAdam, LLC
DECREASED
Shares3,492 from 3,876
Change-384 (-10%)
Value$313.0K (-$60.8K)
Filed 2026-10-21
ROI Financial Advisors, LLC
DECREASED
Shares3,491 from 4,102
Change-611 (-15%)
Value$312.9K (-$82.6K)
Filed 2026-10-19
Gold Investment Management Ltd.
INCREASED
Shares3,477 from 3,452
Change+25 (+1%)
Value$311.6K (-$21.2K)
Filed 2026-10-19
Annex Advisory Services, LLC
DECREASED
Shares3,469 from 3,742
Change-273 (-7%)
Value$310.9K (-$49.9K)
Filed 2026-10-16
Parker Financial LLC
UNCHANGED
Shares3,469 from 3,469
Change0 (0%)
Value$310.9K (-$23.6K)
Filed 2026-11-05
Linscomb Wealth, Inc.
UNCHANGED
Shares3,467 from 3,467
Change0 (0%)
Value$310.7K (-$23.6K)
Filed 2026-11-05
Financial Freedom, LLC
INCREASED
Shares3,454 from 3,439
Change+15 (+0%)
Value$309.6K (-$22.0K)
Filed 2026-11-06
XML Financial, LLC
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$309.1K (-$23.5K)
Filed 2026-10-29
Financial Insights, Inc.
INCREASED
Shares3,436 from 3,435
Change+1 (+0%)
Value$307.9K (-$23.3K)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares3,429 from 3,492
Change-63 (-2%)
Value$307.3K (-$29.4K)
Filed 2026-11-02
Landmark Wealth Management, LLC
DECREASED
Shares3,429 from 3,436
Change-7 (0%)
Value$307.3K (-$24.0K)
Filed 2026-11-03
Hoxton Planning & Management, LLC
INCREASED
Shares3,427 from 3,226
Change+201 (+6%)
Value$307.1K (-$4.0K)
Filed 2026-10-15
Embree Financial Group
UNCHANGED
Shares3,404 from 3,404
Change0 (0%)
Value$305.1K (-$23.1K)
Filed 2026-10-22
BAR Harbor Wealth Management
INCREASED
Shares3,395 from 2,300
Change+1,095 (+48%)
Value$304.3K (+$82.5K)
Filed 2026-10-21
Colony Family Offices, LLC
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$303.6K (-$23.0K)
Filed 2026-10-22
American National Bank & Trust
DECREASED
Shares3,382 from 3,740
Change-358 (-10%)
Value$303.1K (-$57.5K)
Filed 2026-10-07
Kendall Capital Management
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$302.1K (-$22.9K)
Filed 2026-10-23
Life Planning Partners, Inc
INCREASED
Shares3,366 from 3,226
Change+140 (+4%)
Value$301.7K (-$9.4K)
Filed 2026-10-28
First Community Trust NA
NEW
Shares3,346
Change+3,346
Value$299.9K
Filed 2026-10-07
StoneX Group Inc.
DECREASED
Shares3,344 from 3,665
Change-321 (-9%)
Value$299.7K (-$53.7K)
Filed 2026-11-03
Anchor Capital Advisors LLC
UNCHANGED
Shares3,324 from 3,324
Change0 (0%)
Value$297.9K (-$22.6K)
Filed 2026-11-05
21 West Wealth Management LLC
INCREASED
Shares3,323 from 3,322
Change+1 (+0%)
Value$297.8K (-$22.5K)
Filed 2026-10-13
Sharper & Granite LLC
DECREASED
Shares3,317 from 3,382
Change-65 (-2%)
Value$294.2K (-$31.9K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares3,314 from 4,029
Change-715 (-18%)
Value$298.0K (-$90.5K)
Filed 2026-10-21
First Heartland Consultants, Inc.
DECREASED
Shares3,314 from 3,433
Change-119 (-3%)
Value$297.0K (-$34.0K)
Filed 2026-10-08
Prosperity Planning, Inc.
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$296.1K (-$22.5K)
Filed 2026-10-09
Lyell Wealth Management, LP
INCREASED
Shares3,288 from 3,145
Change+143 (+5%)
Value$294.7K (-$8.5K)
Filed 2026-10-30
Avantax Planning Partners, Inc.
INCREASED
Shares3,286 from 3,145
Change+141 (+4%)
Value$294.6K (-$8.7K)
Filed 2026-11-03
Weaver Consulting Group
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$292.6K (-$22.2K)
Filed 2026-10-07
McNaughton Wealth Management, LLC
DECREASED
Shares3,263 from 3,307
Change-44 (-1%)
Value$292.5K (-$26.4K)
Filed 2026-10-09
SBK Financial, Inc.
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$290.9K (-$22.1K)
Filed 2026-11-02
Cascade Investment Group, Inc.
INCREASED
Shares3,240 from 2,905
Change+335 (+12%)
Value$290.4K (+$10.3K)
Filed 2026-10-13
Heritage Family Offices, LLP
DECREASED
Shares3,238 from 4,656
Change-1,418 (-30%)
Value$290.2K (-$158.8K)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares3,238 from 3,359
Change-121 (-4%)
Value$290.2K (-$33.7K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$286.8K (-$24.6K)
Filed 2026-10-13
Sellwood Investment Partners LLC
INCREASED
Shares3,184 from 2,773
Change+411 (+15%)
Value$285.4K (+$18.0K)
Filed 2026-11-03
Quantum Financial Partners LLC
DECREASED
Shares3,177 from 5,039
Change-1,862 (-37%)
Value$284.7K (-$201.1K)
Filed 2026-10-19
Peak Financial Management, Inc.
DECREASED
Shares3,173 from 3,258
Change-85 (-3%)
Value$284.4K (-$29.8K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares3,146 from 2,917
Change+229 (+8%)
Value$286.7K (+$2.8K)
Filed 2026-10-20
Trust Co of Oklahoma
DECREASED
Shares3,141 from 4,831
Change-1,690 (-35%)
Value$281.5K (-$184.3K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares3,141 from 3,141
Change0 (0%)
Value$281.6K (-$21.3K)
Filed 2026-10-30
Sage Rhino Capital LLC
INCREASED
Shares3,120 from 3,118
Change+2 (+0%)
Value$279.6K (-$21.1K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED
Shares3,109 from 4,148
Change-1,039 (-25%)
Value$278.7K (-$121.4K)
Filed 2026-10-26
Cooper S Advisors, LLC
DECREASED
Shares3,105 from 3,136
Change-31 (-1%)
Value$278.3K (-$24.1K)
Filed 2026-11-03
New England Private Wealth Advisors LLC
INCREASED
Shares3,105 from 3,093
Change+12 (+0%)
Value$278.4K (-$32.2K)
Filed 2026-10-19
Castellan Group
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$278.3K (-$21.1K)
Filed 2026-10-19
Wealth Architects, LLC
DECREASED
Shares3,094 from 3,144
Change-50 (-2%)
Value$277.3K (-$25.9K)
Filed 2026-11-03
Cypress Capital Group
DECREASED
Shares3,087 from 3,193
Change-106 (-3%)
Value$276.7K (-$31.2K)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares3,081 from 3,165
Change-84 (-3%)
Value$276.2K (-$29.1K)
Filed 2026-10-16
Atwater Malick LLC
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$275.6K (-$20.9K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares3,070 from 1,455
Change+1,615 (+111%)
Value$275.2K (+$134.9K)
Filed 2026-11-06
Topel & Distasi Wealth Management, LLC
DECREASED
Shares3,060 from 3,076
Change-16 (-1%)
Value$274.3K (-$22.4K)
Filed 2026-11-05
First National Trust Co
DECREASED
Shares3,059 from 4,130
Change-1,071 (-26%)
Value$274.2K (-$124.1K)
Filed 2026-10-28
SVB Wealth LLC
DECREASED
Shares3,043 from 3,943
Change-900 (-23%)
Value$272.7K (-$107.5K)
Filed 2026-11-06
Tandem Capital Management Corp
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$269.1K (-$20.4K)
Filed 2026-10-22
Lincoln Capital LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$268.9K (-$20.4K)
Filed 2026-10-09
Delta Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$269 (-$20)
Filed 2026-10-16
Kathmere Capital Management, LLC
DECREASED
Shares2,999 from 3,180
Change-181 (-6%)
Value$268.8K (-$37.8K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
DECREASED
Shares2,990 from 3,053
Change-63 (-2%)
Value$268.0K (-$26.3K)
Filed 2026-10-23
Gemmer Asset Management LLC
INCREASED
Shares2,989 from 2,961
Change+28 (+1%)
Value$267.9K (-$17.6K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares2,986 from 2,962
Change+24 (+1%)
Value$267.7K (-$18.1K)
Filed 2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,976 from 2,970
Change+6 (+0%)
Value$266.7K (-$19.7K)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares2,967
Change+2,967
Value$265.9K
Filed 2026-10-20
DecisionMap Wealth Management, LLC
DECREASED
Shares2,964 from 2,966
Change-2 (0%)
Value$265.7K (-$20.3K)
Filed 2026-10-29
D.B. Root & Company, LLC
INCREASED
Shares2,963 from 2,931
Change+32 (+1%)
Value$265.6K (-$17.1K)
Filed 2026-11-04
Traynor Capital Management, Inc.
DECREASED
Shares2,951 from 4,153
Change-1,202 (-29%)
Value$264.5K (-$136.0K)
Filed 2026-10-29
DKM Wealth Management, Inc.
DECREASED
Shares2,945 from 3,020
Change-75 (-2%)
Value$264.0K (-$27.3K)
Filed 2026-10-09
Bensler, LLC
DECREASED
Shares2,925 from 2,971
Change-46 (-2%)
Value$262.2K (-$24.3K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares2,918
Change+2,918
Value$261.5K
Filed 2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED
Shares2,895 from 2,895
Change0 (0%)
Value$259.5K (-$19.7K)
Filed 2026-10-29
Guidance Point Advisors, LLC
INCREASED
Shares2,894 from 2,857
Change+37 (+1%)
Value$259.9K (-$16.3K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,890 from 3,167
Change-277 (-9%)
Value$259.0K (-$46.4K)
Filed 2026-11-05
Affinity Capital Advisors, LLC
DECREASED
Shares2,879 from 3,203
Change-324 (-10%)
Value$261.0K (-$50.5K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares2,868 from 2,863
Change+5 (+0%)
Value$257.1K (-$19.0K)
Filed 2026-10-29
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares2,862 from 2,862
Change0 (0%)
Value$256.6K (-$19.5K)
Filed 2026-11-02
Focused Alpha, LLC
INCREASED
Shares2,856 from 2,839
Change+17 (+1%)
Value$256.0K (-$17.8K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
DECREASED
Shares2,854 from 2,855
Change-1 (0%)
Value$268.2K (-$7.2K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
INCREASED
Shares2,840 from 2,833
Change+7 (+0%)
Value$254.6K (-$18.6K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
UNCHANGED
Shares2,837 from 2,837
Change0 (0%)
Value$254.3K (-$19.3K)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares2,833 from 2,309
Change+524 (+23%)
Value$253.9K (+$31.2K)
Filed 2026-10-29
Burney Co/
NEW
Shares2,824
Change+2,824
Value$253.1K
Filed 2026-10-15
ADE, LLC
UNCHANGED
Shares2,815 from 2,815
Change0 (0%)
Value$252.3K (-$19.1K)
Filed 2026-10-29
SwitchPoint Financial Planning, LLC
INCREASED
Shares2,809 from 2,792
Change+17 (+1%)
Value$251.8K (-$17.5K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares2,804 from 2,836
Change-32 (-1%)
Value$251.3K (-$33.8K)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares2,802 from 3,170
Change-368 (-12%)
Value$251.2K (-$54.5K)
Filed 2026-10-30
Capstone Wealth Management Group, Inc.
DECREASED
Shares2,800 from 2,843
Change-43 (-2%)
Value$251.0K (-$23.2K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$269.4K ($0)
Filed 2026-10-26
ETF Store, Inc.
INCREASED
Shares2,791 from 2,748
Change+43 (+2%)
Value$250.2K (-$14.8K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares2,790 from 2,655
Change+135 (+5%)
Value$250.1K (-$5.9K)
Filed 2026-10-29
Heck Capital Advisors, LLC
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$249.0K (-$18.9K)
Filed 2026-10-14
SWS Partners
DECREASED
Shares2,757 from 2,766
Change-9 (0%)
Value$247.1K (-$19.6K)
Filed 2026-10-26
Westwind Capital
DECREASED
Shares2,755 from 28,560
Change-25,805 (-90%)
Value$247 (-$2.5K)
Filed 2026-10-08
Trust Point Inc.
INCREASED
Shares2,726 from 2,554
Change+172 (+7%)
Value$244.3K (-$2.0K)
Filed 2026-10-27
TrustBank
UNCHANGED
Shares2,726 from 2,726
Change0 (0%)
Value$244.3K (-$18.5K)
Filed 2026-10-20
First Hawaiian Bank
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$242.4K (-$18.4K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares2,695
Change+2,695
Value$241.6K
Filed 2026-11-02
Citizens & Northern Corp
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$240.5K (-$18.2K)
Filed 2026-11-06
RDA Financial Network
DECREASED
Shares2,677 from 2,926
Change-249 (-9%)
Value$240.0K (-$42.2K)
Filed 2026-10-15
Bath Savings Trust Co
INCREASED
Shares2,644 from 2,614
Change+30 (+1%)
Value$237.0K (-$15.1K)
Filed 2026-10-07
Davis Capital Management
DECREASED
Shares2,623 from 2,636
Change-13 (0%)
Value$235.1K (-$19.1K)
Filed 2026-10-08
Platform Technology Partners
DECREASED
Shares2,611 from 3,017
Change-406 (-13%)
Value$234.1K (-$56.8K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
INCREASED
Shares2,597 from 2,594
Change+3 (+0%)
Value$232.8K (-$17.4K)
Filed 2026-11-06
RCW Management, LLC
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$231.8K (-$17.6K)
Filed 2026-10-30
Horst & Graben Wealth Management LLC
DECREASED
Shares2,577 from 2,810
Change-233 (-8%)
Value$231.0K (-$41.0K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares2,572 from 2,679
Change-107 (-4%)
Value$230.5K (-$27.8K)
Filed 2026-10-27
Entrewealth, LLC
INCREASED
Shares2,570 from 2,525
Change+45 (+2%)
Value$230.4K (-$17.2K)
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares2,537 from 2,537
Change0 (0%)
Value$227.4K (-$17.3K)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares2,534 from 2,529
Change+5 (+0%)
Value$227.1K (-$16.7K)
Filed 2026-10-14
LEE Danner & Bass Inc
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$227.1K (-$17.2K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares2,533 from 2,119
Change+414 (+20%)
Value$227.0K (+$22.8K)
Filed 2026-11-03
American State Bank (Iowa)
DECREASED
Shares2,531 from 2,760
Change-229 (-8%)
Value$226.9K (-$39.3K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares2,509 from 2,487
Change+22 (+1%)
Value$224.9K (-$14.9K)
Filed 2026-10-21
Disciplina Capital Management LLC
DECREASED
Shares2,507 from 2,582
Change-75 (-3%)
Value$224.7K (-$24.3K)
Filed 2026-11-06
Luminvest Wealth Management LLC
DECREASED
Shares2,487 from 2,488
Change-1 (0%)
Value$222.9K (-$17.0K)
Filed 2026-10-14
Curtis Advisory Group, LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$222.9K (-$16.9K)
Filed 2026-10-28
Flywheel Private Wealth LLC
DECREASED
Shares2,484 from 2,984
Change-500 (-17%)
Value$222.6K (-$65.1K)
Filed 2026-11-02
Opal Wealth Advisors, LLC
NEW
Shares2,478
Change+2,478
Value$222.1K
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares2,465 from 2,179
Change+286 (+13%)
Value$220.9K (+$10.8K)
Filed 2026-11-06
Brickley Wealth Management
INCREASED
Shares2,462 from 2,352
Change+110 (+5%)
Value$220.7K (-$6.1K)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares2,461
Change+2,461
Value$220.6K
Filed 2026-10-16
Orin Green Financial, LLC
UNCHANGED
Shares2,459 from 2,459
Change0 (0%)
Value$220.4K (-$16.7K)
Filed 2026-10-19
TCP Asset Management, LLC
DECREASED
Shares2,452 from 2,453
Change-1 (0%)
Value$219.5K (-$17.1K)
Filed 2026-10-14
Oak Asset Management, LLC
INCREASED
Shares2,448 from 2,393
Change+55 (+2%)
Value$219.4K (-$11.3K)
Filed 2026-10-13
Finward Bancorp
DECREASED
Shares2,434 from 2,532
Change-98 (-4%)
Value$218.2K (-$26.0K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,428 from 2,428
Change0 (0%)
Value$217.6K (-$16.5K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares2,423 from 2,094
Change+329 (+16%)
Value$217.2K (+$9.7K)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$217.2K (-$16.5K)
Filed 2026-10-23
Diversified Trust Co
NEW
Shares2,412
Change+2,412
Value$216.2K
Filed 2026-11-06
CGC Financial Services, LLC
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$215.6K (-$16.4K)
Filed 2026-10-13
Barclays PLC
DECREASED
Shares2,400 from 2,495
Change-95 (-4%)
Value$215.1K (-$25.5K)
Filed 2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,384 from 2,463
Change-79 (-3%)
Value$213.6K (-$23.9K)
Filed 2026-11-02
Compass Financial Group, Inc
DECREASED
Shares2,381 from 2,637
Change-256 (-10%)
Value$213.4K (-$40.9K)
Filed 2026-10-13
Townsend Financial Planning, LLC
INCREASED
Shares2,371 from 2,312
Change+59 (+3%)
Value$212.5K (-$10.4K)
Filed 2026-11-02
Ledyard National Bank
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$212.3K (-$16.1K)
Filed 2026-10-21
RBA Wealth Management, LLC
DECREASED
Shares2,356 from 2,544
Change-188 (-7%)
Value$211.1K (-$34.2K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares2,322
Change+2,322
Value$208.1K
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,314 from 2,344
Change-30 (-1%)
Value$207.4K (-$18.7K)
Filed 2026-11-04
First Citizens Asset Management, Inc.
INCREASED
Shares2,301 from 2,245
Change+56 (+2%)
Value$206.2K (-$10.2K)
Filed 2026-11-06
Old Mission Investment Co LLC
INCREASED
Shares2,295 from 2,250
Change+45 (+2%)
Value$205.7K (-$11.3K)
Filed 2026-10-22
PCG Asset Management, LLC
NEW
Shares2,292
Change+2,292
Value$205.4K
Filed 2026-11-05
Eagle Bluffs Wealth Management LLC
DECREASED
Shares2,285 from 2,348
Change-63 (-3%)
Value$204.8K (-$21.6K)
Filed 2026-10-20
Paulson Wealth Management Inc.
INCREASED
Shares2,274 from 2,250
Change+24 (+1%)
Value$203.8K (-$13.2K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,263 from 2,262
Change+1 (+0%)
Value$202.8K (-$15.3K)
Filed 2026-10-30
Obsidian CIO, LLC
INCREASED
Shares2,254 from 2,241
Change+13 (+1%)
Value$202.0K (-$14.1K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
DECREASED
Shares2,250 from 2,781
Change-531 (-19%)
Value$201.7K (-$66.5K)
Filed 2026-10-14
Prospera Capital Management, LLC
INCREASED
Shares2,249 from 2,232
Change+17 (+1%)
Value$201.6K (-$15.5K)
Filed 2026-10-19
Schear Investment Advisers, LLC
NEW
Shares2,233
Change+2,233
Value$200.2K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,233 from 2,218
Change+15 (+1%)
Value$200.2K (-$13.7K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
DECREASED
Shares2,231 from 2,304
Change-73 (-3%)
Value$200 (-$22)
Filed 2026-10-27
Global Trust Asset Management, LLC
DECREASED
Shares2,200 from 2,920
Change-720 (-25%)
Value$197.2K (-$84.4K)
Filed 2026-10-19
Capital Asset Advisory Services LLC
DECREASED
Shares2,176 from 2,401
Change-225 (-9%)
Value$201.6K (-$30.0K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares2,166 from 2,160
Change+6 (+0%)
Value$194.1K (-$14.2K)
Filed 2026-10-14
Hilltop National Bank
DECREASED
Shares2,145 from 2,160
Change-15 (-1%)
Value$192.3K (-$16.0K)
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares2,143 from 2,143
Change0 (0%)
Value$192.1K (-$14.6K)
Filed 2026-10-15
Tower Trust & Investment Co
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$191.9K (-$14.6K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,104 from 10,300
Change-8,196 (-80%)
Value$188.6K (-$804.6K)
Filed 2026-10-07
Dynamic Wealth Strategies, LLC
DECREASED
Shares2,099 from 2,143
Change-44 (-2%)
Value$188.1K (-$18.5K)
Filed 2026-10-16
Marquette Asset Management, LLC
INCREASED
Shares2,000 from 1,250
Change+750 (+60%)
Value$179.3K (+$58.7K)
Filed 2026-10-09
Citizens National Bank Trust Department
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$175.7K (-$13.3K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$168.1K (-$12.8K)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares1,869 from 1,869
Change0 (0%)
Value$167.5K (-$12.7K)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares1,825
Change+1,825
Value$163.6K
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares1,797 from 1,598
Change+199 (+12%)
Value$161.1K (+$7.0K)
Filed 2026-11-05
AlphaCentric Advisors LLC
DECREASED
Shares1,778 from 2,583
Change-805 (-31%)
Value$159.4K (-$89.7K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares1,775 from 9,024
Change-7,249 (-80%)
Value$159.1K (-$711.1K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares1,754 from 3,276
Change-1,522 (-46%)
Value$157.2K (-$158.7K)
Filed 2026-11-03
Angeles Wealth Management, LLC
INCREASED
Shares1,751 from 352
Change+1,399 (+397%)
Value$157.0K (+$123.0K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,606 from 1,522
Change+84 (+6%)
Value$143.2K (-$4.2K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares1,575 from 3,325
Change-1,750 (-53%)
Value$141.2K (-$179.5K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
INCREASED
Shares1,519 from 1,517
Change+2 (+0%)
Value$136.1K (-$10.1K)
Filed 2026-10-09
Chapman Financial Group, LLC
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$135.2K (-$10.3K)
Filed 2026-10-26
Deutsche Bank Ag\
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$134.4K (-$10.2K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares1,496
Change+1,496
Value$134.1K
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$132.9K (-$10.1K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares1,454 from 1,481
Change-27 (-2%)
Value$130 (-$13)
Filed 2026-10-02
Cape Investment Advisory, Inc.
INCREASED
Shares1,440 from 1,434
Change+6 (+0%)
Value$129.1K (-$9.2K)
Filed 2026-10-13
Bare Financial Services, Inc
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$128.5K (-$9.8K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares1,383 from 1,415
Change-32 (-2%)
Value$124.0K (-$12.5K)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares1,382 from 1,370
Change+12 (+1%)
Value$123.9K (-$8.2K)
Filed 2026-10-14
Activest Wealth Management
DECREASED
Shares1,370 from 1,494
Change-124 (-8%)
Value$122.8K (-$21.3K)
Filed 2026-10-15
Keystone Financial Group, Inc.
DECREASED
Shares1,360 from 1,538
Change-178 (-12%)
Value$121.9K (-$26.4K)
Filed 2026-10-13
Trust Co of Toledo NA
INCREASED
Shares1,302 from 1,297
Change+5 (+0%)
Value$116.7K (-$8.4K)
Filed 2026-10-16
Vestor Capital, LLC
INCREASED
Shares1,285 from 833
Change+452 (+54%)
Value$126 (-$126)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares1,280 from 1,159
Change+121 (+10%)
Value$114.7K (+$2.9K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$112.1K (-$8.5K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,216 from 1,100
Change+116 (+11%)
Value$109.0K (+$2.9K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares1,210 from 1,606
Change-396 (-25%)
Value$108.9K (-$46.0K)
Filed 2026-10-30
Miller Global Investments, LLC
DECREASED
Shares1,199 from 1,203
Change-4 (0%)
Value$107.5K (-$8.5K)
Filed 2026-10-02
Archer Investment Corp
INCREASED
Shares1,178 from 1,175
Change+3 (+0%)
Value$105.6K (-$7.7K)
Filed 2026-11-05
Hanson & Doremus Investment Management
INCREASED
Shares1,159 from 1,112
Change+47 (+4%)
Value$104 (-$106.9K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$102.5K (-$7.8K)
Filed 2026-10-20
NBH Bank
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$100.5K (-$7.6K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$99.6K (-$7.6K)
Filed 2026-10-08
Sava Infond d.o.o.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$98.6K (-$7.5K)
Filed 2026-10-28
Hickory Point Bank & Trust
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$98.3K (-$7.5K)
Filed 2026-10-01
Downshift Financial, LLC
DECREASED
Shares1,038 from 1,327
Change-289 (-22%)
Value$93.0K (-$34.9K)
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares1,009
Change+1,009
Value$92.3K
Filed 2026-10-26
Generali Asset Management SPA SGR
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$86.0K (-$6.5K)
Filed 2026-10-26
Paladin Partners, LLC
DECREASED
Shares918 from 1,481
Change-563 (-38%)
Value$82.3K (-$60.5K)
Filed 2026-10-06
J.Safra Asset Management Corp
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$80.7K (-$6.1K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
DECREASED
Shares899 from 929
Change-30 (-3%)
Value$80.6K (-$9.0K)
Filed 2026-10-22
Hurley Capital, LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$79.9K (-$6.1K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares881
Change+881
Value$79.0K
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$78.9K (-$6.0K)
Filed 2026-10-05
Sage Mountain Advisors LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$78.0K (-$5.9K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$76.0K (-$7.5K)
Filed 2026-10-09
Mainstream Capital Management LLC
NEW
Shares851
Change+851
Value$76.3K
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares837 from 832
Change+5 (+1%)
Value$75.0K (-$5.2K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
INCREASED
Shares834 from 705
Change+129 (+18%)
Value$74.8K (+$6.8K)
Filed 2026-10-16
Bell Investment Advisors, Inc
NEW
Shares828
Change+828
Value$74.2K
Filed 2026-10-29
Toth Financial Advisory Corp
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$72.6K (-$5.5K)
Filed 2026-10-08
Salomon & Ludwin, LLC
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$71.3K (-$5.7K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares795
Change+795
Value$70.6K
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$68.9K (-$5.2K)
Filed 2026-10-28
NBZ Investment Advisors LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$68.1K (-$5.2K)
Filed 2026-10-30
Nfsg Corp
INCREASED
Shares755 from 236
Change+519 (+220%)
Value$67.7K (+$44.9K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
NEW
Shares729
Change+729
Value$65.3K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$65.2K (-$4.9K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
NEW
Shares721
Change+721
Value$64.6K
Filed 2026-10-19
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$60.7K (-$4.6K)
Filed 2026-10-20
Kings Path Partners LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$60.2K (-$4.6K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares635 from 1,317
Change-682 (-52%)
Value$56.9K (-$70.1K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$56.5K (-$4.3K)
Filed 2026-10-30
Albion Financial Group
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$56.2K (-$4.3K)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares620 from 617
Change+3 (+0%)
Value$55.6K (-$3.9K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares616 from 2,474
Change-1,858 (-75%)
Value$55.2K (-$183.3K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares599 from 616
Change-17 (-3%)
Value$53.7K (-$5.7K)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$53.0K (-$4.0K)
Filed 2026-10-20
4Thought Financial Group Inc.
INCREASED
Shares588 from 575
Change+13 (+2%)
Value$52.7K (-$2.8K)
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares586 from 289
Change+297 (+103%)
Value$52.5K (+$24.7K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares576 from 1,275
Change-699 (-55%)
Value$51.7K (-$71.3K)
Filed 2026-11-02
City State Bank
DECREASED
Shares576 from 966
Change-390 (-40%)
Value$51.6K (-$41.5K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$51.4K (-$3.9K)
Filed 2026-10-23
Balentine LLC
INCREASED
Shares555 from 272
Change+283 (+104%)
Value$49.8K (+$23.6K)
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares547 from 117
Change+430 (+368%)
Value$49.0K (+$37.7K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$47.5K (-$3.6K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$45.6K (-$3.5K)
Filed 2026-11-03
Armor Investment Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$44.8K (-$3.4K)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$43.7K (-$3.3K)
Filed 2026-10-14
Union Savings Bank
INCREASED
Shares483 from 453
Change+30 (+7%)
Value$43.3K (-$392)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares479 from 673
Change-194 (-29%)
Value$42.9K (-$22.0K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$42.1K (-$3.2K)
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares463
Change+463
Value$41.5K
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$41.4K (-$3.1K)
Filed 2026-11-06
Princeton Global Asset Management LLC
INCREASED
Shares435 from 433
Change+2 (+0%)
Value$39.0K (-$2.7K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares434
Change+434
Value$38.9K
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$38.1K (-$2.9K)
Filed 2026-10-08
Costello Asset Management, Inc
DECREASED
Shares415 from 501
Change-86 (-17%)
Value$37.2K (-$11.1K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares406 from 348
Change+58 (+17%)
Value$36 (+$2)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares400
Change+400
Value$35.9K
Filed 2026-10-27
Roxbury Financial LLC
INCREASED
Shares395 from 394
Change+1 (+0%)
Value$35.4K (-$2.5K)
Filed 2026-10-01
Friedenthal Financial
NEW
Shares391
Change+391
Value$35.0K
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares385 from 326
Change+59 (+18%)
Value$34.5K (+$3.1K)
Filed 2026-11-04
Pflug Koory, LLC
INCREASED
Shares380 from 377
Change+3 (+1%)
Value$34.0K (-$2.3K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$33.2K (-$2.5K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$32.7K (-$2.5K)
Filed 2026-10-30
Main Street Group, LTD
DECREASED
Shares350 from 600
Change-250 (-42%)
Value$31.4K (-$26.5K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares335
Change+335
Value$30.1K
Filed 2026-10-27
Security National Bank
NEW
Shares328
Change+328
Value$29.4K
Filed 2026-10-26
Gen-Wealth Partners Inc
INCREASED
Shares324 from 313
Change+11 (+4%)
Value$29.0K (-$1.2K)
Filed 2026-11-04
Tower View Wealth Management LLC
DECREASED
Shares309 from 402
Change-93 (-23%)
Value$27.7K (-$11.1K)
Filed 2026-10-23
Peterson Wealth Management
INCREASED
Shares307 from 304
Change+3 (+1%)
Value$27.5K (-$1.8K)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$27 (-$3)
Filed 2026-10-23
Signature Resources Capital Management, LLC
INCREASED
Shares304 from 169
Change+135 (+80%)
Value$27.2K (+$11.0K)
Filed 2026-10-16
Cohalo Advisory LLC
NEW
Shares301
Change+301
Value$27.0K
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
NEW
Shares298
Change+298
Value$26.7K
Filed 2026-11-03
StrongBox Wealth, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$26.0K (-$2.0K)
Filed 2026-11-02
Networth Advisors, LLC
DECREASED
Shares284 from 589
Change-305 (-52%)
Value$25.5K (-$31.3K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares269 from 273
Change-4 (-1%)
Value$24.1K (-$2.2K)
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares262
Change+262
Value$23.5K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
INCREASED
Shares255 from 217
Change+38 (+18%)
Value$22.9K (+$1.9K)
Filed 2026-11-02
Legacy Bridge, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$22.2K (-$1.7K)
Filed 2026-10-28
Register Financial Advisors LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$21.6K (-$1.6K)
Filed 2026-10-23
Highline Wealth Partners LLC
INCREASED
Shares238 from 128
Change+110 (+86%)
Value$21.3K (+$9.0K)
Filed 2026-10-19
Zions Bancorporation, National Association
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$20.6K (-$1.6K)
Filed 2026-11-06
Evermay Wealth Management LLC
DECREASED
Shares213 from 333
Change-120 (-36%)
Value$19.1K (-$13.0K)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares210 from 203
Change+7 (+3%)
Value$18.8K (-$818)
Filed 2026-10-30
Richardson Capital Management LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$18.0K (-$1.4K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares194
Change+194
Value$17.4K
Filed 2026-10-19
Balance Wealth Partners LLC
NEW
Shares190
Change+190
Value$17.0K
Filed 2026-10-27
Eukles Asset Management
DECREASED
Shares185 from 187
Change-2 (-1%)
Value$16.6K (-$1.5K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares180
Change+180
Value$16
Filed 2026-10-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$16 (-$17.0K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-13
Fortis Group Advisors, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$15.0K (-$1.1K)
Filed 2026-11-06
Harbor Asset Planning, Inc.
INCREASED
Shares165 from 164
Change+1 (+1%)
Value$14.8K (-$984)
Filed 2026-10-23
Buck Wealth Strategies, LLC
DECREASED
Shares162 from 216
Change-54 (-25%)
Value$14.5K (-$6.3K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares155 from 153
Change+2 (+1%)
Value$13.9K (-$923)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares153 from 152
Change+1 (+1%)
Value$14.0K (-$634)
Filed 2026-10-16
Coastline Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.4K (-$1.0K)
Filed 2026-10-01
Dorato Capital Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13.3K (-$1.3K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
DECREASED
Shares147 from 211
Change-64 (-30%)
Value$13.2K (-$7.2K)
Filed 2026-10-23
Capital Investment Counsel, Inc
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.7K (-$884)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares126
Change+126
Value$11.3K
Filed 2026-10-29
Versant Capital Management, Inc
NEW
Shares126
Change+126
Value$11.3K
Filed 2026-10-02
IFS Advisors, LLC
NEW
Shares124
Change+124
Value$11.1K
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$10.6K (-$803)
Filed 2026-10-22
Planning Strategies Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$9.6K (-$728)
Filed 2026-10-02
Investors Research Corp
INCREASED
Shares103 from 35
Change+68 (+194%)
Value$9.2K (+$5.9K)
Filed 2026-10-07
High Point Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.0K (-$680)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.0K (-$680)
Filed 2026-10-28
Winch Advisory Services, LLC
NEW
Shares97
Change+97
Value$8.7K
Filed 2026-11-06
Madden Securities Corp
NEW
Shares91
Change+91
Value$8.2K
Filed 2026-10-27
Godsey & Gibb, Inc
DECREASED
Shares91 from 291
Change-200 (-69%)
Value$8.2K (-$19.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares85 from 271
Change-186 (-69%)
Value$7.6K (-$18.5K)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.4K (-$565)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$7.4K (-$565)
Filed 2026-10-15
Monetary Solutions, Ltd
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.7K (-$510)
Filed 2026-10-22
High Note Wealth, LLC
DECREASED
Shares67 from 151
Change-84 (-56%)
Value$6.0K (-$8.6K)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares67 from 6
Change+61 (+1017%)
Value$6.0K (+$5.5K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares67 from 51
Change+16 (+31%)
Value$6.0K (+$1.1K)
Filed 2026-11-03
IAG Wealth Partners, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.6K (-$422)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.2K (-$394)
Filed 2026-10-30
Winthrop Capital Management, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.1K (+$5.1K)
Filed 2026-11-05
Townsend Asset Management Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$5.1K (-$388)
Filed 2026-10-29
POM Investment Strategies, LLC
INCREASED
Shares47 from 43
Change+4 (+9%)
Value$4.2K (+$9)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$3.8K (-$288)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.6K (-$240)
Filed 2026-11-02
SJS Investment Consulting Inc.
NEW
Shares33
Change+33
Value$3.0K
Filed 2026-10-26
Community Financial Services Group, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.9K (-$252)
Filed 2026-10-15
Ascentis Wealth Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K (-$217)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.9K (-$79)
Filed 2026-10-30
Eastern Bank
DECREASED
Shares22 from 40
Change-18 (-45%)
Value$2.0K (-$1.9K)
Filed 2026-10-05
Financial Management Professionals, Inc.
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$2.0K (-$53)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.9K (-$128)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.7K (-$133)
Filed 2026-10-09
Ares Financial Consulting, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$108)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.7K (-$45)
Filed 2026-11-04
Signature Equity Partners, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$116)
Filed 2026-10-29
Navigoe, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares13
Change+13
Value$1.2K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.1K (-$81)
Filed 2026-10-06
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$628 (-$48)
Filed 2026-10-22
Addison Advisors LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$427 (-$28)
Filed 2026-11-06
Viewpoint Capital Management LLC
NEW
Shares3
Change+3
Value$269
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2 from 195
Change-193 (-99%)
Value$179 (-$18.7K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
CLOSED
Shares0 from 121,526
Change-121,526 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-29
One Degree Advisors Inc
CLOSED
Shares0 from 59,074
Change-59,074 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-06
FDx Advisors, Inc.
CLOSED
Shares0 from 37,047
Change-37,047 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-05
111 Capital
CLOSED
Shares0 from 33,560
Change-33,560 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Cedar Point Capital Partners, LLC
CLOSED
Shares0 from 18,379
Change-18,379 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-29
Newport Capital Group, LLC
CLOSED
Shares0 from 16,794
Change-16,794 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Retirement Financial Solutions, LLC
CLOSED
Shares0 from 15,263
Change-15,263 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-20
Curran Financial Partners, LLC
CLOSED
Shares0 from 11,710
Change-11,710 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 6,980
Change-6,980 (-100%)
Value$0 (-$673.1K)
Filed 2026-10-09
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,649
Change-5,649 (-100%)
Value$0 (-$544.7K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$543.5K)
Filed 2026-10-06
BlueSky Wealth Advisors, LLC
CLOSED
Shares0 from 5,503
Change-5,503 (-100%)
Value$0 (-$530.7K)
Filed 2026-10-29
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 5,360
Change-5,360 (-100%)
Value$0 (-$516.8K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,656
Change-4,656 (-100%)
Value$0 (-$449.0K)
Filed 2026-10-27
Equity Wealth Partners, LLC
CLOSED
Shares0 from 4,196
Change-4,196 (-100%)
Value$0 (-$404.6K)
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,767
Change-3,767 (-100%)
Value$0 (-$363.2K)
Filed 2026-11-03
Capital Square, LLC
CLOSED
Shares0 from 3,272
Change-3,272 (-100%)
Value$0 (-$318.5K)
Filed 2026-10-19
Sjbenen Advisory, LLC
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$309.7K)
Filed 2026-10-19
Iowa State Bank
CLOSED
Shares0 from 3,168
Change-3,168 (-100%)
Value$0 (-$305.5K)
Filed 2026-10-06
Deroy & Devereaux Private Investment Counsel Inc
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$299.0K)
Filed 2026-10-26
Winter & Associates, Inc.
CLOSED
Shares0 from 2,910
Change-2,910 (-100%)
Value$0 (-$280.6K)
Filed 2026-10-23
AUA Capital Management, LLC
CLOSED
Shares0 from 2,845
Change-2,845 (-100%)
Value$0 (-$274.3K)
Filed 2026-10-15
Ethic Inc.
CLOSED
Shares0 from 2,796
Change-2,796 (-100%)
Value$0 (-$269.6K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,585
Change-2,585 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-16
Level Financial Advisors
CLOSED
Shares0 from 2,531
Change-2,531 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-13
Patten Group, Inc.
CLOSED
Shares0 from 2,460
Change-2,460 (-100%)
Value$0 (-$237.2K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
CLOSED
Shares0 from 2,428
Change-2,428 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-16
Gibbs Wealth Management
CLOSED
Shares0 from 2,355
Change-2,355 (-100%)
Value$0 (-$227.1K)
Filed 2026-10-22
Sensible Money, LLC
CLOSED
Shares0 from 2,304
Change-2,304 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-20
Chapin Davis, Inc.
CLOSED
Shares0 from 2,272
Change-2,272 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-09
ASL Financial, LLC
CLOSED
Shares0 from 2,216
Change-2,216 (-100%)
Value$0 (-$213.7K)
Filed 2026-10-15
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 2,204
Change-2,204 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-21
Mycio Wealth Partners, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$212.1K)
Filed 2026-11-04
Legacy Private Trust Co.
CLOSED
Shares0 from 2,190
Change-2,190 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-06
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 2,186
Change-2,186 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-03
Carolina Wealth Management Inc
CLOSED
Shares0 from 2,160
Change-2,160 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-15
Ironwood Financial, llc
CLOSED
Shares0 from 2,146
Change-2,146 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 2,137
Change-2,137 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-22
Cottage Street Advisors LLC
CLOSED
Shares0 from 2,132
Change-2,132 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-19
Hegarty Advisors, LLC
CLOSED
Shares0 from 2,123
Change-2,123 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-20
Moss Adams Wealth Advisors LLC
CLOSED
Shares0 from 2,118
Change-2,118 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-28
Cidel Asset Management Inc
CLOSED
Shares0 from 2,112
Change-2,112 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-29
PFG Advisors
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 2,097
Change-2,097 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-26
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 2,080
Change-2,080 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$147.1K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$127.3K)
Filed 2026-10-22
GFS Advisors, LLC
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-03
BankPlus Trust Department
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$61.7K)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$47.3K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$38.6K)
Filed 2026-10-13
Point Nemo Capital, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$38.6K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$36.6K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$35.4K)
Filed 2026-10-15
Kennebec Savings Bank
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-22
Sterling Capital Management LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$26.2K)
Filed 2026-10-22
Gleason Group, Inc.
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-20
Reicon Wealth Advisors, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-04
Hager Investment Management Services, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-04
GoalVest Advisory LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-13
Evolution Advisers, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Hoey Investments, Inc
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$868)
Filed 2026-10-29
NorthAvenue LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$290)
Filed 2026-10-29
Legacies Wealth LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$53)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$238.7K (+$34.5K)
Filed 2026-10-29
Empower Advisory Group, LLC
N/A
Shares— from 17,590,235
Change-17,590,235 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16,949,846
Change-16,949,846 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 10,163,867
Change-10,163,867 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,829,110
Change-9,829,110 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,292,120
Change-9,292,120 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,569,539
Change-7,569,539 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 4,918,706
Change-4,918,706 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,989,579
Change-3,989,579 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,358,164
Change-3,358,164 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,439,239
Change-2,439,239 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,286,335
Change-2,286,335 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,222,799
Change-2,222,799 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,209,295
Change-2,209,295 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,181,157
Change-2,181,157 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,765,974
Change-1,765,974 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,754,412
Change-1,754,412 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,609,924
Change-1,609,924 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,591,558
Change-1,591,558 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,506,577
Change-1,506,577 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,502,969
Change-1,502,969 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,300,407
Change-1,300,407 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,259,888
Change-1,259,888 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,059,730
Change-1,059,730 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 853,650
Change-853,650 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 842,116
Change-842,116 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 775,853
Change-775,853 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 771,016
Change-771,016 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 741,178
Change-741,178 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 726,100
Change-726,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 718,232
Change-718,232 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 710,144
Change-710,144 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 671,894
Change-671,894 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 584,158
Change-584,158 (-100%)
Value—
State Street Corp
N/A
Shares— from 524,486
Change-524,486 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 523,931
Change-523,931 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 519,210
Change-519,210 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 490,211
Change-490,211 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 473,126
Change-473,126 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 471,382
Change-471,382 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 470,354
Change-470,354 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 464,333
Change-464,333 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 433,672
Change-433,672 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 429,929
Change-429,929 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 427,805
Change-427,805 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 425,480
Change-425,480 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 424,203
Change-424,203 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 414,149
Change-414,149 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 399,883
Change-399,883 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 399,081
Change-399,081 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 368,036
Change-368,036 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 352,018
Change-352,018 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 342,483
Change-342,483 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 328,338
Change-328,338 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 323,939
Change-323,939 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 318,158
Change-318,158 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 315,651
Change-315,651 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 312,740
Change-312,740 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 309,861
Change-309,861 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 302,072
Change-302,072 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 301,372
Change-301,372 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 295,599
Change-295,599 (-100%)
Value—
Man Group plc
N/A
Shares— from 282,369
Change-282,369 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 280,100
Change-280,100 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 274,051
Change-274,051 (-100%)
Value—
FMR LLC
N/A
Shares— from 263,601
Change-263,601 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 257,749
Change-257,749 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 254,989
Change-254,989 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 243,879
Change-243,879 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 230,437
Change-230,437 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 224,731
Change-224,731 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 222,806
Change-222,806 (-100%)
Value—
Fairfield University
N/A
Shares— from 217,653
Change-217,653 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 214,880
Change-214,880 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 190,223
Change-190,223 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 186,201
Change-186,201 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 184,011
Change-184,011 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 182,572
Change-182,572 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 177,418
Change-177,418 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 174,467
Change-174,467 (-100%)
Value—
Commerce Bank
N/A
Shares— from 168,401
Change-168,401 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 163,751
Change-163,751 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 163,496
Change-163,496 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 159,738
Change-159,738 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 159,230
Change-159,230 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 154,317
Change-154,317 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 153,717
Change-153,717 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 152,846
Change-152,846 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 148,271
Change-148,271 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 145,779
Change-145,779 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 145,492
Change-145,492 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 143,539
Change-143,539 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 141,261
Change-141,261 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 139,298
Change-139,298 (-100%)
Value—
Blair William & Co
N/A
Shares— from 131,992
Change-131,992 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 131,842
Change-131,842 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 129,548
Change-129,548 (-100%)
Value—
Nwam LLC
N/A
Shares— from 123,491
Change-123,491 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 123,030
Change-123,030 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,408
Change-119,408 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 117,946
Change-117,946 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 116,270
Change-116,270 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 116,267
Change-116,267 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 113,260
Change-113,260 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 111,254
Change-111,254 (-100%)
Value—
Stephens Inc
N/A
Shares— from 110,974
Change-110,974 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 109,713
Change-109,713 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 108,862
Change-108,862 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 108,533
Change-108,533 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 108,270
Change-108,270 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 107,222
Change-107,222 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 103,610
Change-103,610 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 103,000
Change-103,000 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 100,455
Change-100,455 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 99,833
Change-99,833 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 99,373
Change-99,373 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 99,002
Change-99,002 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 98,701
Change-98,701 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 97,711
Change-97,711 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 95,452
Change-95,452 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 94,533
Change-94,533 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 92,135
Change-92,135 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 91,976
Change-91,976 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 91,867
Change-91,867 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 90,487
Change-90,487 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 89,724
Change-89,724 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 89,198
Change-89,198 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 89,094
Change-89,094 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 88,993
Change-88,993 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 87,314
Change-87,314 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 86,197
Change-86,197 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 85,799
Change-85,799 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 84,755
Change-84,755 (-100%)
Value—
United Bank
N/A
Shares— from 84,748
Change-84,748 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 83,481
Change-83,481 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 83,062
Change-83,062 (-100%)
Value—
Betterment LLC
N/A
Shares— from 82,417
Change-82,417 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 82,063
Change-82,063 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 80,391
Change-80,391 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 75,666
Change-75,666 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 74,680
Change-74,680 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 72,802
Change-72,802 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 71,580
Change-71,580 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 71,525
Change-71,525 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 71,310
Change-71,310 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 71,291
Change-71,291 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 70,347
Change-70,347 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 70,071
Change-70,071 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 70,043
Change-70,043 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 69,923
Change-69,923 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 69,532
Change-69,532 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 69,198
Change-69,198 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 68,516
Change-68,516 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 65,045
Change-65,045 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 65,026
Change-65,026 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 65,019
Change-65,019 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 64,350
Change-64,350 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 61,419
Change-61,419 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 61,327
Change-61,327 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 61,102
Change-61,102 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 60,656
Change-60,656 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 60,258
Change-60,258 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 58,758
Change-58,758 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 58,661
Change-58,661 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 57,804
Change-57,804 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 57,533
Change-57,533 (-100%)
Value—
&partners
N/A
Shares— from 57,079
Change-57,079 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 56,540
Change-56,540 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 56,244
Change-56,244 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 56,240
Change-56,240 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 55,163
Change-55,163 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 53,782
Change-53,782 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 52,980
Change-52,980 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 52,860
Change-52,860 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 52,639
Change-52,639 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 52,639
Change-52,639 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 51,627
Change-51,627 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 50,870
Change-50,870 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 47,476
Change-47,476 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 47,193
Change-47,193 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 47,161
Change-47,161 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 46,915
Change-46,915 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46,512
Change-46,512 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 46,244
Change-46,244 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 45,153
Change-45,153 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 44,305
Change-44,305 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 44,281
Change-44,281 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 42,341
Change-42,341 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 41,960
Change-41,960 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 41,597
Change-41,597 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 41,481
Change-41,481 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 40,985
Change-40,985 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 40,782
Change-40,782 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,778
Change-40,778 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 39,956
Change-39,956 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 39,582
Change-39,582 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 39,560
Change-39,560 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 39,541
Change-39,541 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 39,319
Change-39,319 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 39,050
Change-39,050 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 38,780
Change-38,780 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 38,603
Change-38,603 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 38,396
Change-38,396 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 38,192
Change-38,192 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 38,121
Change-38,121 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 37,265
Change-37,265 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,041
Change-37,041 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 36,955
Change-36,955 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 36,744
Change-36,744 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 35,934
Change-35,934 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 35,557
Change-35,557 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 35,230
Change-35,230 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 34,731
Change-34,731 (-100%)
Value—
Obsido Oy
N/A
Shares— from 34,260
Change-34,260 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 34,160
Change-34,160 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 33,940
Change-33,940 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 33,906
Change-33,906 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 33,493
Change-33,493 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 33,187
Change-33,187 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 33,017
Change-33,017 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 32,878
Change-32,878 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 32,353
Change-32,353 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 32,155
Change-32,155 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 32,110
Change-32,110 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 31,817
Change-31,817 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,771
Change-31,771 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 31,306
Change-31,306 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 31,306
Change-31,306 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 31,018
Change-31,018 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 30,522
Change-30,522 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 30,485
Change-30,485 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 29,824
Change-29,824 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 28,796
Change-28,796 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 28,749
Change-28,749 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 28,609
Change-28,609 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,418
Change-28,418 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 28,218
Change-28,218 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 28,080
Change-28,080 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,920
Change-27,920 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 27,851
Change-27,851 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 27,226
Change-27,226 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 26,785
Change-26,785 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 25,939
Change-25,939 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 25,919
Change-25,919 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 25,838
Change-25,838 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 25,505
Change-25,505 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 25,250
Change-25,250 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 24,866
Change-24,866 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 24,751
Change-24,751 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 24,676
Change-24,676 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 24,660
Change-24,660 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,630
Change-24,630 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 24,529
Change-24,529 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 24,511
Change-24,511 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 24,413
Change-24,413 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 24,331
Change-24,331 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,908
Change-23,908 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 23,453
Change-23,453 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 23,078
Change-23,078 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 21,795
Change-21,795 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 21,413
Change-21,413 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 21,215
Change-21,215 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 20,987
Change-20,987 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 20,692
Change-20,692 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 20,524
Change-20,524 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 20,434
Change-20,434 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,240
Change-20,240 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 20,118
Change-20,118 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 19,940
Change-19,940 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 19,929
Change-19,929 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,701
Change-19,701 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 19,524
Change-19,524 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,284
Change-19,284 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,950
Change-18,950 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 18,782
Change-18,782 (-100%)
Value—
Simmons Bank
N/A
Shares— from 18,711
Change-18,711 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 18,613
Change-18,613 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 18,298
Change-18,298 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 18,115
Change-18,115 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,421
Change-17,421 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 17,403
Change-17,403 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 17,385
Change-17,385 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 17,316
Change-17,316 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 17,114
Change-17,114 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,977
Change-16,977 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,833
Change-16,833 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 16,744
Change-16,744 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 16,608
Change-16,608 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16,519
Change-16,519 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 15,803
Change-15,803 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15,799
Change-15,799 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,001
Change-15,001 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 14,842
Change-14,842 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 14,156
Change-14,156 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,927
Change-13,927 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 13,579
Change-13,579 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 13,333
Change-13,333 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,888
Change-12,888 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,836
Change-12,836 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 12,141
Change-12,141 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 11,923
Change-11,923 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,894
Change-11,894 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 11,692
Change-11,692 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 11,616
Change-11,616 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
American Trust
N/A
Shares— from 11,237
Change-11,237 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Bank OZK
N/A
Shares— from 10,256
Change-10,256 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 10,053
Change-10,053 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,984
Change-9,984 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 9,742
Change-9,742 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Quarry LP
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,031
Change-9,031 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Motco
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Croban
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,199
Change-8,199 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Centennial Bank
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 8,032
Change-8,032 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 6,342
Change-6,342 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 5,274
Change-5,274 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 4,991
Change-4,991 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 3,221
Change-3,221 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 983
Change-983 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 982
Change-982 (-100%)
Value—
CNB Bank
N/A
Shares— from 963
Change-963 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 900
Change-900 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 852
Change-852 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 786
Change-786 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 639
Change-639 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 636
Change-636 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 583
Change-583 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 499
Change-499 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 434
Change-434 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 384
Change-384 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 327
Change-327 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 323
Change-323 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 161
Change-161 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 15
Change-15 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED11,972,28312,196,894-224,611-2%$1.2B$1.1B-$103.1M2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED8,598,8698,598,86900%$829.2M$770.7M-$58.5M2026-11-05
US Bancorp \de\
DECREASED4,941,1545,030,439-89,285-2%$485.1M$442.9M-$42.2M2026-11-05
Bank of New York Mellon Corp
INCREASED3,441,0113,430,993+10,018+0%$330.9M$308.4M-$22.4M2026-11-05
LPL Financial LLC
INCREASED2,376,8342,331,612+45,222+2%$224.8M$213.0M-$11.8M2026-11-06
Fifth Third Bancorp
DECREASED1,635,2361,644,829-9,593-1%$158.6M$146.6M-$12.0M2026-11-05
Catalyst Capital Advisors LLC
INCREASED1,616,6551,378,575+238,080+17%$132.9M$144.9M+$12.0M2026-11-02
Millburn Ridgefield LLC
INCREASED1,616,6551,378,575+238,080+17%$132.9M$144.9M+$12.0M2026-11-06
Vista Capital Partners, Inc.
INCREASED1,546,3961,506,976+39,420+3%$145.3M$138.6M-$6.7M2026-11-06
Gibson Capital, LLC
DECREASED1,394,4431,395,282-8390%$134.5M$125.0M-$9.6M2026-10-23
Assetmark, Inc
INCREASED1,382,7891,351,459+31,330+2%$130.3M$123.9M-$6.4M2026-10-21
PNC Financial Services Group, Inc.
DECREASED1,000,5421,027,667-27,125-3%$99.1M$89.7M-$9.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED961,845937,292+24,553+3%$89.8M$84.7M-$5.2M2026-10-13
Seven Post Investment Office LP
INCREASED865,175857,363+7,812+1%$82.7M$77.5M-$5.1M2026-10-26
Beacon Capital Management, Inc.
DECREASED861,106896,485-35,379-4%$86.4M$77.2M-$9.3M2026-10-13
Jefferies Financial Group Inc.
DECREASED829,000831,143-2,1430%$80.1M$74.3M-$5.8M2026-11-05
Evergreen Capital Management LLC
INCREASED786,463781,642+4,821+1%$75.4M$70.5M-$4.9M2026-10-23
Capital Investment Advisors, LLC
INCREASED776,258730,166+46,092+6%$70.4M$69.6M-$833.9K2026-10-22
Savant Capital, LLC
INCREASED708,249486,552+221,697+46%$46.9M$63.5M+$16.5M2026-11-06
Rebalance, LLC
INCREASED631,240613,696+17,544+3%$59.2M$56.6M-$2.6M2026-10-22
Pennsylvania State University
UNCHANGED592,234592,23400%$57.1M$53.1M-$4.0M2026-10-02
Commonwealth Equity Services, LLC
DECREASED583,745631,341-47,596-8%$60.9M$52.3M-$8.6M2026-11-02
Glenview Trust Co
INCREASED573,357564,978+8,379+1%$54.5M$51.4M-$3.1M2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED505,041479,864+25,177+5%$46.3M$45.3M-$1.0M2026-10-27
Falcon Wealth Planning
INCREASED497,544463,481+34,063+7%$44.7M$44.6M-$98.6K2026-11-06
Citizens Financial Group Inc
DECREASED483,284492,781-9,497-2%$47.5M$43.3M-$4.2M2026-10-23
Garde Capital, Inc.
INCREASED396,684384,725+11,959+3%$37.1M$35.6M-$1.5M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED395,013392,604+2,409+1%$37.9M$35.4K-$37.8M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED358,987361,861-2,874-1%$34.9M$32.2M-$2.7M2026-10-20
Tanglewood Wealth Management, Inc.
INCREASED348,240254,209+94,031+37%$24.5M$31.2M+$6.7M2026-10-23
Kestra Advisory Services, LLC
INCREASED347,899330,263+17,636+5%$31.8M$31.2M-$665.1K2026-11-02
Sage Financial Group Inc
INCREASED328,144305,846+22,298+7%$29.5M$29.4M-$81.2K2026-10-27
DecisionPoint Financial, LLC
INCREASED320,824293,151+27,673+9%$28.4M$28.6M+$225.0K2026-10-27
Employees' Retirement Fund of the City of Fort Worth
INCREASED303,000283,000+20,000+7%$27.3M$27.2M-$131.8K2026-11-02
Presilium Private Wealth, LLC
INCREASED302,962289,502+13,460+5%$27.9M$27.2M-$762.2K2026-10-26
Kohmann Bosshard Financial Services, LLC
DECREASED293,210293,410-2000%$28.3M$26.3M-$2.0M2026-11-04
First Command Advisory Services, Inc.
DECREASED285,946384,757-98,811-26%$37.1M$25.6M-$11.5M2026-11-05
Patriot Investment Management Group, Inc.
INCREASED261,095256,816+4,279+2%$24.8M$23.4M-$1.4M2026-10-15
Community Trust & Investment Co
INCREASED260,721258,648+2,073+1%$24.9M$23.4M-$1.6M2026-10-15
Define Financial, LLC
INCREASED256,795228,368+28,427+12%$22.0M$23.0M+$995.0K2026-10-14
Kwmg, LLC
INCREASED256,119251,953+4,166+2%$24.3M$23.0M-$1.3M2026-10-07
Whelan Financial
INCREASED255,536245,744+9,792+4%$23.7M$22.9M-$793.4K2026-10-28
Austin Asset Management Co Inc
INCREASED254,123242,559+11,564+5%$23.4M$22.8M-$612.9K2026-10-29
Rodgers & Associates, LTD
INCREASED249,595244,354+5,241+2%$23.6M$22.4M-$1.2M2026-10-20
Tectonic Advisors LLC
INCREASED245,640235,265+10,375+4%$22.7M$22.0M-$670.0K2026-10-22
Daiwa Securities Group Inc.
INCREASED236,980105,100+131,880+125%$10.1M$21.2M+$11.1M2026-10-29
Principal Financial Group Inc
DECREASED235,306299,656-64,350-21%$28.9M$21.1M-$7.8M2026-11-02
Trilogy Capital Inc.
INCREASED234,304174,951+59,353+34%$16.9M$21.0M+$4.1M2026-10-20
Wrenne Financial Planning LLC
INCREASED234,154219,084+15,070+7%$21.1M$21.0M-$139.0K2026-10-30
Omega Financial Group, LLC
INCREASED211,426208,874+2,552+1%$20.1M$19.0M-$1.2M2026-10-29
Lido Advisors, LLC
INCREASED207,037182,318+24,719+14%$17.6M$18.6M+$975.8K2026-11-04
Cypress Financial Planning LLC
INCREASED204,464197,512+6,952+4%$19.0M$18.3M-$719.9K2026-10-09
Sachem Hill LLC
INCREASED202,082198,214+3,868+2%$19.1M$18.1M-$1.0M2026-10-14
Carrera Capital Advisors
INCREASED200,548189,317+11,231+6%$18.3M$18.0M-$280.7K2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED196,884191,852+5,032+3%$18.5M$17.6M-$853.6K2026-10-16
AA Financial Advisors, LLC
INCREASED192,466175,093+17,373+10%$16.9M$17.3M+$366.6K2026-10-19
Gould Asset Management LLC
INCREASED190,494186,503+3,991+2%$18.0M$17.1M-$910.5K2026-11-06
Greenwood Gearhart LLC
INCREASED181,699173,367+8,332+5%$16.7M$16.3M-$432.2K2026-11-02
West Financial Advisors, LLC
INCREASED178,583174,613+3,970+2%$16.8M$16.0M-$831.5K2026-10-22
Firestone Capital Management
DECREASED178,192180,112-1,920-1%$17.4M$16.0M-$1.4M2026-11-03
ACT Wealth Management, LLC
INCREASED172,843167,524+5,319+3%$16.2M$15.5M-$662.4K2026-10-09
Fort Henry Capital, LLC
INCREASED168,607166,661+1,946+1%$16.1M$15.1M-$958.9K2026-10-22
Rockwood Wealth Management, LLC
DECREASED165,495171,815-6,320-4%$16.6M$14.8M-$1.7M2026-10-27
Allodium Investment Consultants, LLC
INCREASED163,660153,716+9,944+6%$14.8M$14.7M-$154.0K2026-10-14
Farther Finance Advisors, LLC
DECREASED162,265172,137-9,872-6%$16.6M$14.5M-$2.1M2026-10-08
Partners in Financial Planning
DECREASED159,964161,235-1,271-1%$15.6M$14.3M-$1.2M2026-11-06
BCR Wealth Strategies, LLC
INCREASED157,451155,236+2,215+1%$15.0M$14.1M-$856.6K2026-11-06
Choreo, LLC
DECREASED157,221182,060-24,839-14%$17.6M$14.1M-$3.5M2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED156,431153,632+2,799+2%$14.8M$14.0M-$793.8K2026-11-03
Bluestem Financial Advisors, LLC
DECREASED155,422155,978-5560%$15.0M$13.9M-$1.1M2026-10-20
Valmark Advisers, Inc.
DECREASED155,146156,168-1,022-1%$15.1M$13.9M-$1.2M2026-11-06
GenTrust, LLC
INCREASED151,451146,619+4,832+3%$14.1M$13.6M-$563.9K2026-11-06
Somnio Financial Group, LLC
INCREASED144,870144,002+868+1%$13.9M$13.0M-$901.5K2026-10-26
Magnolia Wealth Management, LLC
INCREASED139,969136,305+3,664+3%$13.1M$12.5M-$598.5K2026-10-16
Plancorp, LLC
DECREASED138,056141,551-3,495-2%$13.8M$13.0M-$878.9K2026-11-03
FC Advisory LLC
INCREASED134,870128,154+6,716+5%$12.4M$12.1M-$269.5K2026-10-05
Avior Wealth Management, LLC
DECREASED133,376170,953-37,577-22%$16.5M$11.9M-$4.5M2026-10-13
Discipline Wealth Solutions, LLC
INCREASED131,416129,993+1,423+1%$12.5M$11.8M-$756.4K2026-10-14
Krane Financial Solutions LLC
INCREASED129,575124,803+4,772+4%$12.0M$11.6M-$421.0K2026-10-30
Asset Management One Co., Ltd.
INCREASED129,360121,180+8,180+7%$11.7M$11.6M-$90.9K2026-10-27
Hurlow Wealth Management Group, Inc.
DECREASED127,644130,770-3,126-2%$12.6M$11.4M-$1.2M2026-10-29
Flagstone Financial Management
INCREASED127,245120,870+6,375+5%$11.7M$11.4M-$250.6K2026-11-05
Truist Financial Corp
INCREASED122,884120,377+2,507+2%$11.6M$11.0M-$593.9K2026-10-30
Financial Advisory Corp
INCREASED122,518121,596+922+1%$11.7M$11.0M-$744.2K2026-10-14
Horizons Wealth Management
NEW121,841—+121,841——$10.9M—2026-10-05
Prairiewood Capital, LLC
INCREASED119,879111,195+8,684+8%$10.7M$10.7M+$22.2K2026-10-16
Bear Mountain Capital, Inc.
INCREASED116,987110,199+6,788+6%$10.8M$10.7M-$17.4K2026-11-04
Atmos Advisory, LLC
INCREASED116,928115,960+968+1%$11.2M$10.5M-$701.8K2026-10-06
Advisory Solutions Group, LLC
INCREASED116,850112,305+4,545+4%$10.8M$10.5M-$356.4K2026-10-14
Krilogy Financial LLC
INCREASED114,549107,825+6,724+6%$10.4M$10.5M+$67.6K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED113,999125,384-11,385-9%$12.1M$10.2M-$1.9M2026-10-08
Modera Wealth Management, LLC
DECREASED112,027112,522-4950%$10.9M$10.0M-$809.5K2026-10-28
Brookstone Capital Management
INCREASED111,303104,079+7,224+7%$10.0M$10.0M-$60.2K2026-10-22
Vertex Investment Solutions Co., Ltd.
INCREASED109,73691,736+18,000+20%$9.0M$9.9M+$930.5K2026-10-19
Markowski Investments
INCREASED109,536107,210+2,326+2%$10.3M$9.8M-$520.6K2026-10-30
Ted Buchan & Co
INCREASED109,376107,090+2,286+2%$10.3M$9.8M-$523.3K2026-10-23
Parallel Advisors, LLC
INCREASED108,740108,437+303+0%$10.5M$9.7M-$710.3K2026-11-03
Cambridge Capital Management, LLC
DECREASED107,970189,599-81,629-43%$18.3M$9.7M-$8.6M2026-10-19
Moller Wealth Partners
DECREASED106,474107,370-896-1%$10.4M$9.5M-$810.4K2026-10-15
Moran Wealth Management, LLC
INCREASED106,37984,968+21,411+25%$8.2M$9.5M+$1.3M2026-10-22
Strategic Wealth Investment Group, LLC
DECREASED106,007115,029-9,022-8%$11.1M$9.5M-$1.6M2026-10-29
Peterson Wealth Advisors, LLC
INCREASED105,693101,806+3,887+4%$9.8M$9.5M-$343.8K2026-10-08
Gray Private Wealth, LLC
INCREASED102,37198,520+3,851+4%$9.5M$9.2M-$324.8K2026-10-28
Bokf, NA
DECREASED101,804102,779-975-1%$9.9M$9.1M-$786.3K2026-10-27
Keudell ison Wealth Management
DECREASED101,106101,570-4640%$9.8M$9.1M-$732.3K2026-10-16
Heritage Wealth Management, Inc. s
INCREASED99,18295,612+3,570+4%$9.2M$8.9M-$330.5K2026-11-06
Marathon Strategic Advisors, LLC
INCREASED99,05089,500+9,550+11%$8.6M$8.9M+$247.3K2026-10-20
Greenspring Advisors, LLC
INCREASED98,96048,451+50,509+104%$4.7M$8.9M+$4.2M2026-11-05
Avion Wealth
INCREASED97,22495,604+1,620+2%$9.2M$8.7K-$9.2M2026-11-04
AWM Capital, LLC
DECREASED95,176105,517-10,341-10%$10.2M$8.5M-$1.6M2026-10-16
Industrial Alliance Investment Management Inc.
UNCHANGED94,19094,19000%$9.1M$8.4K-$9.1M2026-10-29
Americana Partners, LLC
INCREASED91,27388,379+2,894+3%$8.5M$8.2M-$341.7K2026-10-28
Cambridge Advisors Inc.
INCREASED90,75990,075+684+1%$8.7M$8.1M-$551.2K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED89,10863,575+25,533+40%$6.1M$8.0M+$1.9M2026-10-27
Fonville Wealth Management LLC
INCREASED87,90186,280+1,621+2%$8.3M$7.9M-$441.3K2026-10-28
Sumitomo Mitsui Trust Group, Inc.
DECREASED87,751108,242-20,491-19%$10.4M$7.9M-$2.6M2026-10-29
Rakuten Investment Management, Inc.
INCREASED86,78586,124+661+1%$8.5M$7.9M-$596.4K2026-10-30
Midwest Trust Co
DECREASED86,77089,025-2,255-3%$8.6M$7.8M-$807.5K2026-10-22
BluePrint Investing LLC
INCREASED86,22084,499+1,721+2%$8.1M$7.7M-$420.3K2026-10-14
Country Trust Bank
INCREASED85,95384,205+1,748+2%$8.1M$7.7M-$415.9K2026-10-30
WestHill Financial Advisors, Inc.
INCREASED85,75882,017+3,741+5%$7.9M$7.7M-$222.4K2026-10-14
Chilton Capital Management LLC
DECREASED85,671102,381-16,710-16%$9.9M$7.7M-$2.2M2026-10-28
Financial Futures Ltd Liability Co.
INCREASED85,57680,451+5,125+6%$7.8M$7.7M-$87.8K2026-10-13
Mission Wealth Management, LP
DECREASED85,35593,823-8,468-9%$9.0M$7.7M-$1.4M2026-10-15
David Kennon Inc
INCREASED84,52184,031+490+1%$8.1M$7.6M-$527.6K2026-10-13
Harbor Investment Advisory, LLC
INCREASED84,39984,289+110+0%$8.1M$7.6M-$563.3K2026-10-13
KCM Investment Advisors LLC
DECREASED84,32484,422-980%$8.1M$7.6M-$582.8K2026-10-27
Silver Oak Advisory Group, Inc.
INCREASED83,84183,058+783+1%$8.0M$7.5M-$494.3K2026-11-06
Bailard, Inc.
DECREASED82,78586,581-3,796-4%$8.3M$7.4M-$929.0K2026-10-13
Summit Investment Advisors, Inc.\KS
INCREASED80,99561,822+19,173+31%$6.0M$7.3M+$1.3M2026-11-05
Ariston Services Group
UNCHANGED79,76379,76300%$7.7M$7.1M-$542.4K2026-10-16
Drystone LLC
DECREASED79,38179,918-537-1%$7.7M$7.1M-$591.5K2026-10-30
Verdence Capital Advisors LLC
INCREASED79,23377,202+2,031+3%$7.4M$7.1M-$342.9K2026-10-26
Amicus Financial Advisors, LLC
INCREASED79,21977,523+1,696+2%$7.5M$7.1M-$375.1K2026-11-03
Patton Fund Management, Inc.
INCREASED78,39371,281+7,112+10%$6.9M$7.0M+$152.7K2026-10-13
Alliance Wealth Advisors, LLC
INCREASED78,31970,147+8,172+12%$6.8M$7.0M+$255.5K2026-10-28
Fairway Wealth LLC
DECREASED77,84683,601-5,755-7%$8.1M$7.0M-$1.1M2026-10-30
Thrive Capital Management, LLC
INCREASED77,08458,703+18,381+31%$5.7M$6.9M+$1.2M2026-10-28
Kanawha Capital Management LLC
DECREASED76,95981,206-4,247-5%$7.8M$6.9M-$932.9K2026-10-19
Aletheian Wealth Advisors LLC
INCREASED76,37272,104+4,268+6%$7.0M$6.8M-$107.8K2026-10-08
Connecticut Wealth Management, LLC
DECREASED75,62281,166-5,544-7%$7.8M$6.8M-$1.0M2026-10-13
Bayshore Asset Management, LLC
INCREASED74,11471,809+2,305+3%$6.9M$6.8M-$153.5K2026-11-03
United Financial Planning Group LLC
INCREASED73,14571,064+2,081+3%$6.9M$6.6M-$298.5K2026-11-04
Willow Creek Wealth Management Inc.
INCREASED73,12273,031+91+0%$7.0M$6.6M-$488.5K2026-10-26
CMH Wealth Management LLC
INCREASED72,73268,560+4,172+6%$6.6M$6.5M-$92.3K2026-10-22
Encompass Wealth Advisors, LLC
INCREASED72,55635,621+36,935+104%$3.4M$6.5M+$3.1M2026-10-15
Latigo Investments, LLC
UNCHANGED70,97270,97200%$6.8M$6.4M-$482.6K2026-10-29
Clearstead Advisors, LLC
DECREASED70,57872,915-2,337-3%$7.0M$6.3M-$705.4K2026-11-06
Hardy Reed LLC
DECREASED70,45370,572-1190%$6.8M$6.3M-$490.6K2026-11-06
Investment Planning Advisors, Inc.
INCREASED70,41965,096+5,323+8%$6.3M$6.3M+$34.4K2026-10-14
LMG Wealth Partners, LLC
INCREASED70,34769,875+472+1%$6.7M$6.3M-$432.8K2026-11-05
Factor Wealth Management LTD
INCREASED69,81468,134+1,680+2%$6.6M$6.3M-$312.8K2026-10-08
Capital Advisors Wealth Management, LLC
DECREASED68,67169,791-1,120-2%$6.7M$6.2M-$574.9K2026-10-09
Rainwater Charitable Foundation
UNCHANGED68,42868,42800%$6.6M$6.1M-$465.3K2026-10-16
Idaho Trust Co
INCREASED68,04357,550+10,493+18%$5.5M$6.1M+$549.1K2026-11-04
Vise Technologies, Inc.
INCREASED65,95154,885+11,066+20%$5.3M$5.9M+$618.7K2026-10-29
Davenport & Co LLC
DECREASED65,66367,920-2,257-3%$6.5M$5.9M-$664.2K2026-10-14
Biltmore Family Office, LLC
INCREASED65,48165,448+33+0%$6.3M$5.9M-$442.1K2026-11-03
PDS Planning, Inc
DECREASED65,43166,024-593-1%$6.4M$5.9M-$502.2K2026-11-03
Lpwm LLC
INCREASED65,33065,210+120+0%$6.3M$5.9M-$432.7K2026-10-20
Central Trust Co
INCREASED64,16557,870+6,295+11%$5.6M$5.8M+$170.7K2026-11-05
Neumann Capital Management, LLC
INCREASED63,98761,792+2,195+4%$6.0M$5.7M-$223.4K2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED63,50741,420+22,087+53%$4.0M$5.7M+$1.7M2026-10-15
Baron Financial Group, LLC
DECREASED63,21263,343-1310%$6.1M$5.7M-$442.5K2026-10-09
Allworth Financial LP
INCREASED61,67258,476+3,196+5%$5.6M$5.9M+$308.2K2026-11-06
MBL Wealth, LLC
INCREASED60,93653,333+7,603+14%$5.1M$5.5M+$318.8K2026-10-22
KRM Wealth Management L.L.C.
INCREASED60,34557,680+2,665+5%$5.6M$5.4M-$153.4K2026-11-02
Everhart Financial Group, Inc.
DECREASED60,22672,654-12,428-17%$7.0M$5.4M-$1.6M2026-10-08
ARK & TLK Investments, LLC
INCREASED59,59155,444+4,147+7%$5.3M$5.3M-$5.4K2026-10-20
Merit Financial Group, LLC
DECREASED59,28162,402-3,121-5%$6.0M$5.3M-$704.2K2026-11-06
Citigroup Inc
INCREASED58,18755,342+2,845+5%$5.3M$5.2M-$121.3K2026-11-04
Klingman & Associates, LLC
DECREASED57,04057,654-614-1%$5.6M$5.1M-$447.1K2026-10-20
Procyon Advisors, LLC
INCREASED56,9172,636+54,281+2059%$254.2K$5.1M+$4.8M2026-10-21
White Lighthouse Investment Management Inc.
INCREASED56,73354,317+2,416+4%$5.2M$5.1M-$152.8K2026-10-21
Kagan Cocozza Asset Management
DECREASED56,23657,936-1,700-3%$5.6M$5.0M-$546.4K2026-10-19
Conning Inc.
INCREASED55,88447,789+8,095+17%$4.6M$5.0M+$400.6K2026-10-27
Traveka Wealth, LLC
DECREASED55,54856,268-720-1%$5.4M$5.0M-$447.2K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED54,84149,089+5,752+12%$4.7M$4.9M+$181.8K2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED54,34754,571-2240%$5.3M$4.9M-$391.1K2026-10-15
Phillips Financial Management, LLC
DECREASED54,23959,658-5,419-9%$5.8M$4.9M-$891.4K2026-10-19
BOS Asset Management, LLC
INCREASED54,11452,025+2,089+4%$5.0M$4.9M-$166.5K2026-10-09
UMB Bank, n.a.
DECREASED54,04655,027-981-2%$5.3M$4.8M-$462.1K2026-11-06
Zeit Capital LLC
DECREASED53,75054,065-315-1%$5.2M$4.8M-$395.8K2026-10-19
Dodds Wealth, LLC
INCREASED53,33951,489+1,850+4%$5.0M$4.8M-$184.3K2026-11-02
Blueprint Financial Advisors LLC
INCREASED52,62235,790+16,832+47%$3.5M$4.7M+$1.3M2026-10-28
Financial & Tax Architects, LLC
INCREASED51,92151,718+203+0%$5.0M$4.7M-$333.5K2026-10-15
Black Diamond Financial, LLC
DECREASED51,88953,345-1,456-3%$5.1M$4.7M-$493.2K2026-10-26
Whitegate Investment Counselors, Inc.
INCREASED51,61151,277+334+1%$4.9M$4.6M-$318.7K2026-11-02
Aprio Wealth Management, LLC
DECREASED51,21161,925-10,714-17%$6.0M$4.6M-$1.4M2026-10-28
Johnson Financial Group, LLC
DECREASED50,71753,417-2,700-5%$5.2M$4.5M-$605.2K2026-11-03
Alhambra Investment Management LLC
INCREASED49,77349,241+532+1%$4.7M$4.5M-$287.2K2026-10-15
Chicago Partners Investment Group LLC
DECREASED49,37153,541-4,170-8%$5.3M$4.6M-$707.8K2026-10-27
Elevate Wealth Advisory, Inc
INCREASED49,00847,112+1,896+4%$4.5M$4.4M-$150.4K2026-10-29
Human Investing LLC
INCREASED48,75348,043+710+1%$4.6M$4.4M-$263.1K2026-10-19
Evanson Financial, LLC
INCREASED48,45348,160+293+1%$4.6M$4.3M-$301.2K2026-10-23
Family Wealth Partners, LLC
INCREASED48,40944,311+4,098+9%$4.3M$4.3M+$66.0K2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED48,053132,329-84,276-64%$12.8M$4.3M-$8.5M2026-11-03
Independent Financial Group, LLC
INCREASED47,93442,676+5,258+12%$4.1M$4.3M+$181.1K2026-10-13
MGO One Seven LLC
INCREASED47,89845,607+2,291+5%$4.4M$4.3M-$104.8K2026-10-28
Cordoba Advisory Partners LLC
INCREASED47,89344,977+2,916+6%$4.3M$4.3M-$44.4K2026-10-19
Sigma Planning Corp
INCREASED47,56845,097+2,471+5%$4.3M$4.3M-$83.0K2026-10-23
Svrn Asset Management, LLC
INCREASED47,43347,234+199+0%$4.6M$4.3M-$303.3K2026-11-02
LifeGuide Financial Advisors, LLC
INCREASED47,38246,733+649+1%$4.5M$4.2M-$259.6K2026-10-20
Tillman Hartley LLC
INCREASED47,03446,925+109+0%$4.5M$4.2M-$309.3K2026-11-06
Matrix Trust Co
INCREASED47,00543,717+3,288+8%$4.2K$4.2K-$32026-10-07
Blueprint Investment Partners LLC
INCREASED46,83637,001+9,835+27%$3.6M$4.2M+$629.8K2026-10-28
IFG Advisors, LLC
DECREASED46,40854,019-7,611-14%$5.2M$4.2M-$1.0M2026-10-15
MFA Wealth Services
INCREASED45,46043,880+1,580+4%$4.2M$4.1M-$156.8K2026-10-14
Atria Investments, Inc
INCREASED45,11044,000+1,110+3%$4.2M$4.0M-$199.7K2026-10-15
Marotta Asset Management
INCREASED44,37843,927+451+1%$4.3M$4.0M-$275.4K2026-10-02
Cherrydale Wealth Management, LLC
INCREASED43,41843,134+284+1%$4.2M$3.9M-$267.7K2026-10-20
Farmers & Merchants Investments Inc
INCREASED43,12142,901+220+1%$4.1M$3.9M-$272.0K2026-10-22
Wolff Wiese Magana LLC
DECREASED43,07446,807-3,733-8%$4.5M$3.9M-$652.9K2026-10-15
Park National Corp
DECREASED43,02548,778-5,753-12%$4.7M$3.9M-$847.3K2026-10-05
DWR Wealth Management, LLC
DECREASED42,72843,130-402-1%$4.2M$3.9M-$365.1K2026-10-13
Apella Capital, LLC
INCREASED42,64440,918+1,726+4%$4.0M$3.8M-$244.2K2026-10-08
Redw Wealth LLC
DECREASED42,39044,670-2,280-5%$4.3M$3.8M-$508.2K2026-11-02
Intergy Private Wealth, LLC
INCREASED42,13041,061+1,069+3%$4.0M$3.8M-$183.4K2026-10-16
OpenArc Corporate Advisory, LLC
DECREASED42,08342,317-234-1%$4.1M$3.8M-$308.7K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED41,82543,304-1,479-3%$4.2M$3.7M-$427.1K2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED41,42840,215+1,213+3%$3.9M$3.7M-$164.8K2026-11-02
Decker Retirement Planning Inc.
INCREASED41,35339,378+1,975+5%$3.8M$3.7M-$90.7K2026-10-19
Vigilare Wealth Management
INCREASED41,04233,825+7,217+21%$3.3M$3.7M+$416.9K2026-10-29
Grove Bank & Trust
INCREASED40,94639,987+959+2%$3.9M$3.7M-$186.0K2026-10-08
Investment Partners, Ltd.
INCREASED40,94420,471+20,473+100%$2.0M$3.7M+$1.7M2026-10-29
Abound Wealth Management
INCREASED40,86540,502+363+1%$3.9M$3.7M-$242.9K2026-10-26
Compound Planning, Inc.
INCREASED40,86435,017+5,847+17%$3.4M$3.7M+$286.0K2026-11-05
Kure Advisory, LLC
INCREASED40,77639,189+1,587+4%$3.8M$3.7M-$124.3K2026-10-08
Manchester Capital Management LLC
DECREASED40,76843,925-3,157-7%$4.2M$3.7M-$581.7K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED40,51644,657-4,141-9%$4.3M$3.6M-$674.8K2026-10-21
Diversified Portfolios, Inc.
DECREASED40,43042,614-2,184-5%$4.1M$3.6M-$485.5K2026-11-04
Transcendent Capital Group LLC
INCREASED40,23038,454+1,776+5%$3.7M$3.6M-$102.3K2026-10-28
Blueline Advisors LLC
DECREASED40,09940,308-209-1%$3.9M$3.6M-$292.8K2026-10-15
River's Edge Wealth Management, LLC
INCREASED39,93537,571+2,364+6%$3.7M$3.7M-$12.2K2026-10-19
Integrated Advisors Network LLC
DECREASED39,60949,818-10,209-20%$4.8M$3.6M-$1.3M2026-10-20
Legacy Financial Group, Inc.
DECREASED39,60643,243-3,637-8%$4.2M$3.5M-$620.0K2026-10-21
Praetorian Wealth Management, Inc.
INCREASED39,27538,950+325+1%$3.8M$3.5M-$235.8K2026-10-16
My Personal CFO, LLC
INCREASED39,24634,247+4,999+15%$3.3M$3.5M+$215.2K2026-10-14
Seamount Financial Group Inc
INCREASED38,96534,714+4,251+12%$3.3M$3.5M+$145.0K2026-10-21
E&R Wealth Management, LLC
INCREASED38,86837,996+872+2%$3.7M$3.5M-$180.2K2026-10-20
TMB Capital Partners, LLC
INCREASED38,84736,659+2,188+6%$3.5M$3.5M-$53.2K2026-10-20
Plus Group Wealth Advisors LLC
INCREASED38,71835,770+2,948+8%$3.4M$3.5M+$21.0K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED38,66136,222+2,439+7%$3.5M$3.5M-$27.6K2026-11-05
Frisco Financial Planning LLC
INCREASED38,28938,084+205+1%$3.7M$3.4M-$240.6K2026-10-05
Lodestar Private Asset Management LLC
DECREASED38,26241,198-2,936-7%$4.0M$3.4M-$543.3K2026-10-26
Aspen Investment Management Inc
INCREASED38,08331,632+6,451+20%$3.1K$3.4K+$3632026-11-05
HB Wealth Management, LLC
DECREASED38,03940,678-2,639-6%$3.9M$3.4M-$513.1K2026-10-23
Index Fund Advisors, Inc.
INCREASED37,85633,232+4,624+14%$3.2M$3.4M+$188.5K2026-11-05
Aureum Wealth Management, LLC
INCREASED37,69633,443+4,253+13%$3.2M$3.4M+$153.8K2026-10-15
Aspiriant, LLC
DECREASED37,56038,183-623-2%$3.7M$3.4M-$315.6K2026-10-16
Frontier Asset Management, LLC
DECREASED37,20263,976-26,774-42%$6.2M$3.3M-$2.8M2026-10-28
Soltis Investment Advisors LLC
INCREASED36,82935,091+1,738+5%$3.4M$3.3M-$82.8K2026-10-28
Prudent Man Advisors, LLC
DECREASED36,80038,160-1,360-4%$3.7M$3.3M-$381.4K2026-11-03
Camelot Technology Advisors, Inc.
INCREASED36,68232,756+3,926+12%$3.2M$3.3M+$129.2K2026-10-09
Waldron Private Wealth LLC
DECREASED36,16436,494-330-1%$3.5M$3.2M-$277.7K2026-11-02
Oppenheimer Asset Management Inc.
INCREASED35,59834,178+1,420+4%$3.3M$3.2M-$105.1K2026-10-27
Independence Asset Advisors, LLC
DECREASED35,29936,716-1,417-4%$3.5M$3.2M-$376.7K2026-10-23
Asset Advisory Group, Inc.
INCREASED35,23234,112+1,120+3%$3.3M$3.2M-$131.6K2026-10-20
AMI Investment Management Inc
INCREASED35,21534,523+692+2%$3.3M$3.2M-$172.7K2026-10-27
Brighton Jones LLC
DECREASED34,53434,755-221-1%$3.4M$3.1M-$256.1K2026-11-03
Symmetry Partners, LLC
INCREASED34,34633,558+788+2%$3.2M$3.1M-$157.5K2026-10-27
Compass Ion Advisors, LLC
DECREASED34,27534,455-180-1%$3.3M$3.1M-$250.4K2026-10-23
Canandaigua National Bank & Trust Co
DECREASED34,16634,394-228-1%$3.3M$3.1M-$254.3K2026-10-07
FSA Wealth Partners, Inc.
INCREASED34,12733,815+312+1%$3.3M$3.1M-$202.0K2026-10-26
Associated Banc-Corp
DECREASED33,90436,148-2,244-6%$3.5M$3.0M-$446.9K2026-10-30
Frank, Rimerman Advisors LLC
DECREASED33,79033,890-1000%$3.3M$3.0M-$239.4K2026-10-16
Wealth Advisory Solutions, LLC
UNCHANGED33,78733,78700%$3.3M$3.0M-$229.8K2026-10-20
Liberty Capital Management, Inc.
INCREASED33,57933,360+219+1%$3.2M$3.0M-$207.2K2026-11-02
Pacific Center for Financial Services
DECREASED33,41534,513-1,098-3%$3.3M$3.0M-$333.1K2026-10-15
Creekside Partners
INCREASED33,40333,208+195+1%$3.2M$3.0M-$208.4K2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED33,34332,754+589+2%$3.2M$3.0M-$169.8K2026-11-05
Peddock Capital Advisors, LLC
INCREASED32,64226,230+6,412+24%$2.5M$2.9M+$396.3K2026-10-16
Infinity Wealth Counsel, LLC
INCREASED32,44331,310+1,133+4%$3.0M$2.9M-$111.4K2026-10-15
Wedmont Private Capital
DECREASED32,20732,996-789-2%$3.2M$2.9M-$333.4K2026-10-09
Park Avenue Securities LLC
INCREASED32,18029,367+2,813+10%$2.8M$2.9K-$2.8M2026-10-26
Pinnacle Financial Group, LLC / IL
INCREASED32,11030,818+1,292+4%$3.0M$2.9M-$93.8K2026-10-29
Courier Capital LLC
INCREASED31,98229,671+2,311+8%$2.9M$2.9M+$5.4K2026-10-19
Novem Group
INCREASED31,88229,149+2,733+9%$2.8M$2.9M+$46.8K2026-10-19
Family Legacy, Inc.
DECREASED31,74832,422-674-2%$3.1M$2.8M-$280.9K2026-10-13
Sterling Financial Planning, Inc.
INCREASED31,38431,228+156+1%$3.0M$2.8M-$198.4K2026-10-28
Apollon Wealth Management, LLC
DECREASED31,17832,050-872-3%$3.1M$2.8M-$296.0K2026-10-23
Dynamic Advisor Solutions LLC
DECREASED31,08231,087-50%$3.0M$2.8M-$211.9K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED30,93628,081+2,855+10%$2.8M$2.8M+$16.6K2026-10-13
Frankly Finances, LLC
INCREASED30,79628,518+2,278+8%$2.7M$2.8M+$10.3K2026-10-28
Lynx Investment Advisory
DECREASED30,56130,728-167-1%$3.0M$2.7M-$223.9K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED30,53133,009-2,478-8%$3.2M$2.7M-$446.6K2026-10-05
Regatta Capital Group, LLC
INCREASED30,51529,832+683+2%$2.9M$2.7M-$141.6K2026-10-23
Yankcom Partnership
INCREASED30,48727,417+3,070+11%$2.6M$2.7M+$87.9K2026-10-15
Pacific Capital Wealth Advisors, Inc.
DECREASED30,05932,209-2,150-7%$3.1M$2.7M-$411.8K2026-10-22
Cutler Investment Counsel LLC
DECREASED30,05833,322-3,264-10%$3.2M$2.7M-$519.1K2026-10-28
Consilium Wealth Advisory, LLC
INCREASED29,88223,406+6,476+28%$2.3M$2.7M+$421.3K2026-10-14
LBJ Family Wealth Advisors, Ltd.
INCREASED29,87829,870+8+0%$2.9K$2.7K-$2542026-10-01
SAX Wealth Advisors, LLC
INCREASED29,79023,299+6,491+28%$2.1M$2.7M+$603.5K2026-10-13
Unison Advisors LLC
DECREASED29,56029,806-246-1%$2.9M$2.6M-$224.8K2026-10-29
Wedbush Securities Inc
DECREASED29,47637,624-8,148-22%$3.6M$2.6K-$3.6M2026-10-22
Retirement Planning Group, LLC
INCREASED29,19728,170+1,027+4%$2.7M$2.6M-$99.6K2026-10-19
One Day In July LLC
DECREASED29,04030,325-1,285-4%$2.9M$2.6M-$321.4K2026-10-30
Smart Wealth LLC
DECREASED28,89533,365-4,470-13%$3.2M$2.6M-$627.5K2026-11-04
Perigon Wealth Management, LLC
DECREASED28,72030,858-2,138-7%$3.0M$2.6M-$401.5K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED28,50028,50000%$2.8M$2.6M-$217.2K2026-10-29
Clayton Financial Group LLC
INCREASED28,44027,953+487+2%$2.7M$2.5M-$146.5K2026-10-13
Root Financial Partners, LLC
DECREASED28,19529,328-1,133-4%$2.8M$2.5M-$300.9K2026-10-21
Hardin Capital Partners, LLC
INCREASED28,03327,441+592+2%$2.7M$2.5M-$148.9K2026-10-09
Private Advisory Group LLC
INCREASED27,97426,854+1,120+4%$2.6M$2.5M-$82.2K2026-11-06
Diversify Advisory Services, LLC
DECREASED27,96030,600-2,640-9%$3.1M$2.6M-$519.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED27,96030,600-2,640-9%$3.1M$2.6M-$519.9K2026-10-20
Clarity Capital Advisors, LLC
INCREASED27,95427,770+184+1%$2.7M$2.5M-$172.4K2026-10-27
Mascoma Wealth Management LLC
INCREASED27,93926,330+1,609+6%$2.5M$2.5M-$34.9K2026-10-23
Axos Invest Inc.
DECREASED27,81028,357-547-2%$2.7M$2.5M-$241.9K2026-10-21
Sterling Wealth Management, Inc.
DECREASED27,76628,327-561-2%$2.7M$2.5M-$243.0K2026-10-23
Thrivent Financial for Lutherans
INCREASED27,40319,259+8,144+42%$1.9M$2.5K-$1.9M2026-11-05
Compass Financial Management LLC
INCREASED27,13726,536+601+2%$2.6M$2.4M-$153.4K2026-10-30
Warwick Investment Management, Inc.
DECREASED27,06527,207-142-1%$2.6M$2.4M-$197.7K2026-10-19
Scott & Selber, Inc.
UNCHANGED26,94826,94800%$2.6M$2.4M-$183.2K2026-10-21
Fund Evaluation Group, LLC
INCREASED26,75426,637+117+0%$2.6M$2.4M-$170.6K2026-11-05
RFG Advisory, LLC
DECREASED26,64436,967-10,323-28%$3.6M$2.4M-$1.2M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED26,60525,713+892+3%$2.5M$2.4M-$94.9K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED26,46925,115+1,354+5%$2.4M$2.4M-$49.4K2026-10-13
BKM Wealth Management, LLC
INCREASED26,29020,528+5,762+28%$2.0M$2.4M+$376.9K2026-10-22
Quartz Partners, LLC
NEW26,092—+26,092——$2.3M—2026-11-03
Southern Capital Services Inc
INCREASED25,88724,846+1,041+4%$2.4M$2.3M-$75.6K2026-10-19
Pinnacle Associates LTD
DECREASED25,80626,887-1,081-4%$2.6M$2.3M-$279.7K2026-10-20
Sepio Capital, LP
INCREASED25,80516,499+9,306+56%$1.6M$2.3M+$722.0K2026-10-22
Nikulski Financial, Inc.
INCREASED25,73023,746+1,984+8%$2.3M$2.3M+$16.4K2026-11-06
Waters Parkerson & Co., LLC
DECREASED25,63426,255-621-2%$2.5M$2.3M-$234.2K2026-11-04
First Citizens Bank & Trust Co
DECREASED25,58326,273-690-3%$2.5M$2.3M-$240.5K2026-10-14
Moneco Advisors, LLC
DECREASED25,27525,376-1010%$2.4M$2.3M-$181.6K2026-11-05
Daymark Wealth Partners, LLC
DECREASED25,23725,279-420%$2.4M$2.3M-$175.7K2026-11-04
Rockland Trust Co
INCREASED25,21022,032+3,178+14%$2.1M$2.3M+$135.0K2026-10-05
Capital Management Associates, Inc
DECREASED25,05725,257-200-1%$2.4M$2.2M-$189.7K2026-10-20
Marble Harbor Investment Counsel, LLC
UNCHANGED24,77524,77500%$2.4M$2.2M-$168.5K2026-11-06
Oppenheimer & Co Inc
INCREASED24,52117,305+7,216+42%$1.7M$2.2M+$529.1K2026-10-26
Keybank National Association
DECREASED24,46426,844-2,380-9%$2.6M$2.2M-$395.9K2026-11-04
Ascent Wealth Partners, LLC
INCREASED24,43424,018+416+2%$2.3M$2.2M-$126.0K2026-10-23
Pioneer Wealth Management Group
DECREASED24,34325,154-811-3%$2.4M$2.2M-$243.8K2026-10-09
WBH Advisory Inc
DECREASED24,28824,407-1190%$2.4M$2.2M-$176.6K2026-11-05
Colorado Capital Management, Inc.
DECREASED23,58123,884-303-1%$2.3K$2.1K-$1892026-10-15
Beirne Wealth Consulting Services, LLC
INCREASED23,46223,072+390+2%$2.2M$2.1M-$121.8K2026-10-19
Family CFO Inc
INCREASED23,26722,729+538+2%$2.2M$2.1M-$106.3K2026-10-30
Montag A & Associates Inc
DECREASED23,23523,710-475-2%$2.3M$2.1M-$203.8K2026-10-29
Value Investment Professionals, LLC
INCREASED22,92522,550+375+2%$2.2M$2.1M-$119.8K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED22,90721,624+1,283+6%$2.1M$2.1M-$32.0K2026-10-16
Brooklyn FI, LLC
INCREASED22,86820,843+2,025+10%$2.1M$2.2M+$177.9K2026-11-05
Carnegie Investment Counsel
DECREASED22,77023,222-452-2%$2.2M$2.0M-$198.4K2026-10-20
Five Pine Wealth Management
INCREASED22,70420,633+2,071+10%$2.0M$2.0M+$45.3K2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED22,60123,051-450-2%$2.2M$2.0M-$197.1K2026-10-15
Graetz Wealth LLC
INCREASED22,24818,004+4,244+24%$1.7M$2.0M+$258.0K2026-10-27
Silverlake Wealth Management LLC
INCREASED22,24121,892+349+2%$2.1M$2.0M-$117.6K2026-10-21
TD Private Client Wealth LLC
DECREASED21,98622,287-301-1%$2.1M$2.0M-$178.6K2026-10-28
Quadrant Capital Group LLC
DECREASED21,90522,442-537-2%$2.2M$2.0M-$167.7K2026-10-20
Old Second National Bank of Aurora
DECREASED21,82025,173-3,353-13%$2.4M$2.0M-$471.7K2026-10-22
BIP Wealth, LLC
INCREASED21,7108,309+13,401+161%$801.3K$1.9M+$1.1M2026-10-22
Inman Jager Wealth Management, LLC
INCREASED21,67621,508+168+1%$2.1M$1.9M-$131.2K2026-11-05
Strategic Wealth Advisors LLC
DECREASED21,50921,697-188-1%$1.9K$1.9M+$1.9M2026-11-06
Sound Income Strategies, LLC
INCREASED21,36720,669+698+3%$2.0M$1.9M-$84.0K2026-10-09
CGN Advisors LLC
INCREASED21,17420,902+272+1%$2.0M$1.9M-$117.8K2026-10-21
Montecito Bank & Trust
DECREASED21,05721,294-237-1%$2.1M$1.9M-$166.0K2026-10-01
GC Wealth Management RIA, LLC
DECREASED20,94321,326-383-2%$2.1M$1.9M-$179.3K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED20,73021,143-413-2%$2.0M$1.9M-$180.8K2026-11-06
D.A. Davidson & Co.
DECREASED20,68521,225-540-3%$2.0M$1.9M-$192.7K2026-10-28
AdvisorNet Financial, Inc
INCREASED20,54720,257+290+1%$2.0M$1.9M-$97.0K2026-10-15
Penobscot Wealth Management
INCREASED19,94818,696+1,252+7%$1.8M$1.8M-$15.0K2026-10-21
Opus Financial Solutions LLC
INCREASED19,91619,892+24+0%$1.9M$1.8M-$133.1K2026-11-06
Imc-Chicago, LLC
INCREASED19,8807,104+12,776+180%$685.0K$1.8M+$1.1M2026-11-05
Prospera Financial Services Inc
INCREASED19,82116,214+3,607+22%$1.6M$1.9M+$298.6K2026-11-04
Simplicity Wealth,LLC
INCREASED19,70218,944+758+4%$1.8M$1.8M-$60.9K2026-10-23
Sherman Asset Management, Inc.
DECREASED19,52922,209-2,680-12%$2.1M$1.8M-$391.2K2026-11-05
Samalin Investment Counsel, LLC
DECREASED19,42019,828-408-2%$1.9M$1.7M-$171.4K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED19,40917,600+1,809+10%$1.7M$1.7M+$42.5K2026-11-05
Parsons Capital Management Inc
INCREASED19,39317,864+1,529+9%$1.7M$1.7M+$15.6K2026-10-28
Gradient Capital Advisors, LLC
UNCHANGED19,15219,15200%$1.8M$1.7M-$130.2K2026-10-21
Stash Investments, LLC
INCREASED18,9827,108+11,874+167%$685.4K$1.7M+$1.0M2026-10-26
Sylvest Advisors, LLC
INCREASED18,96718,074+893+5%$1.7M$1.7M-$42.8K2026-10-26
Tortoise Investment Management, LLC
INCREASED18,60017,474+1,126+6%$1.7M$1.7M-$18.0K2026-11-06
Facet Wealth, Inc.
INCREASED18,3649,205+9,159+100%$887.6K$1.6M+$758.3K2026-11-04
Epiq Partners, LLC
INCREASED18,35218,058+294+2%$1.7M$1.6M-$96.4K2026-10-07
Prospect Financial Group LLC
INCREASED18,33717,928+409+2%$1.7M$1.6M-$85.3K2026-11-05
Lanark Financial, Inc.
INCREASED18,19617,220+976+6%$1.7M$1.6M-$29.6K2026-10-26
First Premier Bank
DECREASED18,11524,122-6,007-25%$2.3K$1.6K-$7022026-10-13
Foundation Wealth Management, Llc\pa
DECREASED18,10620,559-2,453-12%$2.0M$1.6M-$359.7K2026-10-14
Ifrah Financial Services, Inc.
DECREASED17,77917,940-161-1%$1.7M$1.6M-$136.5K2026-10-13
Verde Capital Management
INCREASED17,73217,282+450+3%$1.7M$1.6M-$77.2K2026-10-28
Ti-Trust, Inc
DECREASED17,71317,852-139-1%$1.7M$1.6M-$133.9K2026-10-21
Garner Asset Management Corp
DECREASED17,68617,831-145-1%$1.7M$1.6M-$71.7K2026-10-30
Maryland Capital Advisors Inc.
DECREASED17,61317,685-720%$1.7M$1.6M-$126.7K2026-10-15
Financial Management Network Inc
DECREASED17,60521,782-4,177-19%$2.2M$1.6M-$603.0K2026-10-09
Focus Financial Network, Inc.
DECREASED17,49117,643-152-1%$1.7M$1.6M-$133.6K2026-10-14
St. Louis Trust Co
UNCHANGED17,48517,48500%$36.1M$1.6M-$34.5M2026-11-03
KFG LLC
NEW17,406—+17,406——$1.6M—2026-11-02
CWA Asset Management Group, LLC
INCREASED17,34917,275+74+0%$1.7M$1.6M-$110.8K2026-10-19
Titleist Asset Management, LLC
DECREASED17,30624,010-6,704-28%$2.3M$1.6M-$764.1K2026-10-08
Slow Capital, Inc.
DECREASED17,08417,190-106-1%$1.7M$1.5M-$126.4K2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED17,04316,640+403+2%$1.6M$1.5M-$77.0K2026-10-16
Etesian Wealth Advisors, Inc.
DECREASED16,98517,291-306-2%$1.7M$1.5M-$145.0K2026-10-27
Cooke Wealth Management, LLC
INCREASED16,97116,804+167+1%$1.6M$1.5M-$99.3K2026-10-13
Joel Isaacson & Co., LLC
INCREASED16,92916,843+86+1%$1.6M$1.5M-$106.8K2026-11-05
Waller Financial Planning Group, Inc
DECREASED16,72417,388-664-4%$1.7M$1.5M-$177.8K2026-10-07
1834 Investment Advisors Co
UNCHANGED16,72316,72300%$1.6M$1.5M-$113.7K2026-10-16
William Howard & Co Financial Advisors Inc
INCREASED16,72016,038+682+4%$1.5M$1.5M-$48.0K2026-11-04
JIM Saulnier & Associates, LLC
INCREASED16,71814,374+2,344+16%$1.4M$1.5M+$112.3K2026-11-04
Covenant Asset Management, LLC
INCREASED16,69116,526+165+1%$1.6M$1.5M-$97.6K2026-10-14
Gryphon Financial Partners LLC
DECREASED16,65216,656-40%$1.6M$1.5M-$113.6K2026-11-04
Financial Solutions Advisory Group, Inc.
DECREASED16,61417,234-620-4%$1.7M$1.5M-$148.5K2026-10-28
Regions Financial Corp
INCREASED16,58816,295+293+2%$1.6M$1.5M-$84.5K2026-11-05
North Star Investment Management Corp.
DECREASED16,57117,504-933-5%$1.7M$1.5M-$202.6K2026-10-27
First Nebraska Trust Co
DECREASED16,39516,550-155-1%$1.6M$1.5M-$126.5K2026-10-30
Lutz Financial Services LLC
DECREASED16,26216,270-80%$1.6M$1.5M-$111.4K2026-11-06
First Financial Bank - Trust Division
DECREASED16,15616,389-233-1%$1.6M$1.4M-$132.3K2026-10-01
Breakwater Investment Management
DECREASED16,14617,017-871-5%$1.6M$1.4M-$193.7K2026-10-20
Almanack Investment Partners, Llc.
INCREASED16,05812,544+3,514+28%$1.2M$1.4M+$229.7K2026-11-03
Flagstar Securities, Inc
INCREASED16,04515,133+912+6%$1.5M$1.4M-$21.1K2026-10-15
Alpine Bank Wealth Management
DECREASED16,00017,650-1,650-9%$1.7M$1.4M-$267.9K2026-10-16
North Berkeley Wealth Management, LLC
INCREASED15,95715,721+236+2%$1.5M$1.4M-$85.7K2026-11-02
Axxcess Wealth Management, LLC
DECREASED15,80039,857-24,057-60%$3.8M$1.4M-$2.4M2026-10-21
NBT Bank, N.A.
DECREASED15,79716,897-1,100-7%$1.6M$1.4M-$213.5K2026-10-21
Eclectic Associates Inc
INCREASED15,77215,709+63+0%$1.5M$1.4M-$101.6K2026-10-09
AlphaCore Capital LLC
DECREASED15,69246,636-30,944-66%$4.5M$1.4M-$3.1M2026-11-04
Univest Financial Corp
INCREASED15,65812,447+3,211+26%$1.2M$1.4M+$203.1K2026-11-05
Washington Trust Co
INCREASED15,61412,066+3,548+29%$1.2M$1.4M+$236.0K2026-10-22
Austin Wealth Management, LLC
DECREASED15,53615,646-110-1%$1.6M$1.4M-$176.8K2026-11-06
Jacobi Capital Management LLC
DECREASED15,44318,427-2,984-16%$1.8M$1.4M-$392.8K2026-11-05
IFP Advisors, Inc
INCREASED15,40914,282+1,127+8%$1.4M$1.4M+$3.9K2026-10-16
Vavra Capital Management, LLC
NEW15,264—+15,264——$1.4M—2026-10-14
Aquire Wealth Advisors, LLC
DECREASED15,22816,722-1,494-9%$1.6M$1.4M-$247.7K2026-10-23
Globalt Investments LLC / GA
DECREASED15,12516,350-1,225-7%$1.6M$1.4M-$221.0K2026-10-27
Lester Murray Antman dba SimplyRich
DECREASED15,08282,768-67,686-82%$1.5M$1.4M-$103.1K2026-11-06
Noble Wealth Management PBC
DECREASED15,01017,009-1,999-12%$1.6M$1.3M-$294.8K2026-10-01
Integris Wealth Management, LLC
INCREASED14,92113,740+1,181+9%$1.3M$1.3M+$12.4K2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED14,74113,888+853+6%$1.3M$1.3M-$18.0K2026-10-16
Farnam Financial LLC
INCREASED14,63814,295+343+2%$1.4M$1.3M-$35.3K2026-10-21
Ascentis Independent Advisors
INCREASED14,5791,186+13,393+1129%$114.4K$1.3M+$1.2M2026-11-03
Rossmore Private Capital
INCREASED14,50313,979+524+4%$1.3M$1.3M-$48.1K2026-10-27
Burton Enright Welch
DECREASED14,50115,157-656-4%$1.5M$1.3M-$161.9K2026-11-04
Kassira Wealth Management LLC
INCREASED14,44714,412+35+0%$1.4M$1.3M-$94.8K2026-10-28
Sincerus Advisory, LLC
INCREASED14,44313,755+688+5%$1.3M$1.3M-$31.9K2026-10-09
Highland Capital Management, LLC
UNCHANGED14,38314,38300%$1.4M$1.3M-$97.8K2026-10-26
NorthCrest Asset Manangement, LLC
DECREASED14,36314,512-149-1%$1.4M$1.3M-$125.6K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED14,33314,966-633-4%$1.4M$1.3M-$158.5K2026-11-04
First Horizon Corp
DECREASED14,29115,048-757-5%$1.5M$1.3M-$170.2K2026-10-26
Westside Investment Management, Inc.
INCREASED14,29014,153+137+1%$1.4M$1.3M-$83.9K2026-11-02
Sweeney & Michel, LLC
INCREASED14,25413,515+739+5%$1.3M$1.3M-$52.7K2026-10-16
Simon Quick Advisors, LLC
INCREASED14,23012,449+1,781+14%$1.2M$1.3M+$75.0K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED14,12913,008+1,121+9%$1.3M$1.3M+$12.0K2026-10-23
Roof Eidam Maycock Peralta, LLC
INCREASED14,10314,099+4+0%$1.4M$1.3M-$95.5K2026-10-15
Visionary Wealth Advisors
INCREASED14,08113,632+449+3%$1.3M$1.3M-$52.4K2026-11-04
Shepherd Financial Partners LLC
DECREASED14,07714,799-722-5%$1.4M$1.3M-$165.3K2026-11-03
Howard Wealth Management, LLC
INCREASED14,06114,056+5+0%$1.4M$1.3M-$95.1K2026-10-28
Ritholtz Wealth Management
DECREASED13,73315,710-1,977-13%$1.5M$1.2M-$284.0K2026-11-05
American Financial & TAX Strategies Inc
UNCHANGED13,70113,70100%$1.3M$1.2M-$93.2K2026-10-16
Briggs Wealth Management, Inc
DECREASED13,59114,729-1,138-8%$1.4M$1.2M-$202.2K2026-10-26
Woodward Financial Advisors, Inc.
DECREASED13,48513,626-141-1%$1.3M$1.2M-$105.3K2026-10-19
Endowment Wealth Management, Inc.
INCREASED13,43613,199+237+2%$1.3M$1.2M-$68.5K2026-11-03
River Street Advisors LLC
DECREASED13,35713,753-396-3%$1.3M$1.2M-$129.0K2026-10-22
Acropolis Investment Management, LLC
INCREASED13,32413,298+26+0%$1.3M$1.2M-$88.1K2026-10-08
DT Investment Partners, LLC
DECREASED13,31213,416-104-1%$1.3M$1.2M-$100.5K2026-10-27
Brooklands Fund Management Ltd
NEW13,299—+13,299——$1.2M—2026-10-28
Verus Capital Partners, LLC
NEW13,248—+13,248——$1.2M—2026-11-03
Guilbault Capital LLC
NEW13,216—+13,216——$1.2M—2026-10-28
S.A. Mason LLC
INCREASED13,20012,200+1,000+8%$1.2M$1.2M+$6.7K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED13,13612,943+193+1%$1.2M$1.2M-$70.7K2026-10-19
Physician Wealth Advisors, Inc.
DECREASED13,12813,409-281-2%$1.3M$1.2M-$116.4K2026-10-20
Elevate Capital Advisors, LLC
INCREASED13,1123,448+9,664+280%$332.5K$1.2M+$842.8K2026-11-02
Texas Bank & Trust Co
DECREASED13,08713,358-271-2%$1.3M$1.2M-$115.1K2026-11-04
TCI Wealth Advisors, Inc.
INCREASED13,0857,941+5,144+65%$765.7K$1.2M+$407.1K2026-10-30
AMG National Trust Bank
INCREASED13,03811,209+1,829+16%$1.1M$1.2M+$87.7K2026-11-05
Beaumont Financial Advisors, LLC
UNCHANGED12,89512,89500%$1.2M$1.2M-$87.7K2026-10-22
Larson Financial Group LLC
INCREASED12,88812,304+584+5%$1.2M$1.2M-$31.3K2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED12,8585,000+7,858+157%$482.2K$1.2M+$670.3K2026-11-03
Plimoth Trust Co LLC
DECREASED12,78013,870-1,090-8%$1.3M$1.1M-$192.0K2026-10-26
MJT & Associates Financial Advisory Group, Inc.
INCREASED12,7399,479+3,260+34%$914.1K$1.1M+$227.7K2026-10-07
Sovran Advisors, LLC
DECREASED12,65913,177-518-4%$1.3M$1.2M-$141.9K2026-11-02
General Partner, Inc.
UNCHANGED12,63212,63200%$1.2M$1.1M-$85.9K2026-10-05
Hengehold Capital Management LLC
DECREASED12,59214,225-1,633-11%$1.4M$1.1M-$243.1K2026-10-16
First Merchants Corp
DECREASED12,58812,727-139-1%$1.2M$1.1M-$99.0K2026-10-15
Mystic Asset Management, Inc.
DECREASED12,58412,714-130-1%$1.2M$1.1M-$98.1K2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED12,56812,137+431+4%$1.2M$1.1M-$43.9K2026-11-02
Walkner Condon Financial Advisors LLC
DECREASED12,54014,105-1,565-11%$1.4M$1.1M-$236.1K2026-11-02
Signal Advisors Wealth, LLC
INCREASED12,5367,946+4,590+58%$766.2K$1.1M+$357.4K2026-10-13
Patton Albertson Miller Group, LLC
UNCHANGED12,42912,42900%$1.2M$1.1M-$84.5K2026-10-26
Donalies Financial Planning, LLC
INCREASED12,38312,319+64+1%$1.2M$1.1M-$78.0K2026-10-19
KMG Fiduciary Partners, LLC
DECREASED12,38012,425-450%$1.2M$1.1M-$88.5K2026-10-14
Meridian Wealth Management, LLC
DECREASED12,25842,668-30,410-71%$4.1M$1.1M-$3.0M2026-11-05
Arkansas Financial Group, Inc.
DECREASED12,21312,288-75-1%$1.2M$1.1M-$90.3K2026-10-26
Sentinel Pension Advisors, LLC
UNCHANGED11,99911,99900%$1.2M$1.1M-$124.7K2026-11-02
Foster Group, Inc.
INCREASED11,91711,014+903+8%$1.1M$1.1M+$6.1K2026-10-13
Parkside Financial Bank & Trust
INCREASED11,90211,886+16+0%$1.1M$1.1M-$79.4K2026-10-27
Livet Wealth, LLC
INCREASED11,89211,384+508+4%$1.1M$1.1M-$31.9K2026-10-27
CRA Financial Services, LLC
INCREASED11,80111,698+103+1%$1.1M$1.1M-$70.2K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED11,71811,689+29+0%$1.1M$1.1M-$76.8K2026-10-21
Telos Capital Management, Inc.
DECREASED11,65711,871-214-2%$1.1M$1.0M-$99.9K2026-11-02
DBK Financial Counsel, LLC
UNCHANGED11,55911,55900%$1.1M$1.0M-$78.6K2026-10-13
Willis Johnson Wealth, Inc.
INCREASED11,52511,281+244+2%$1.1M$1.0M-$54.8K2026-11-03
Maseco LLP
INCREASED11,52011,450+70+1%$1.1M$1.0M-$71.9K2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED11,50511,657-152-1%$1.1M$1.0M-$92.9K2026-10-27
Robinson Value Management, Ltd.
DECREASED11,44611,511-65-1%$1.1M$1.0M-$84.1K2026-10-20
Strategic Blueprint, LLC
INCREASED11,4169,227+2,189+24%$889.7K$1.0M+$133.4K2026-10-22
Windsor Capital Management, LLC
DECREASED11,40211,573-171-1%$1.1M$1.0M-$94.1K2026-10-13
Ellis Investment Partners, LLC
INCREASED11,39211,387+5+0%$1.1M$1.0M-$76.9K2026-10-21
Peoples Financial Services Corp.
DECREASED11,24411,508-264-2%$1.1M$1.0M-$101.9K2026-10-20
Sowell Financial Services LLC
INCREASED11,22010,938+282+3%$1.1M$1.0M-$49.1K2026-10-23
Level Four Advisory Services, LLC
DECREASED11,21113,476-2,265-17%$1.3M$1.0M-$294.6K2026-11-06
Warner Financial, Inc
DECREASED11,06912,993-1,924-15%$1.3M$992.1K-$260.8K2026-11-06
Martel Wealth Advisors LLC
DECREASED11,01811,089-71-1%$1.1M$987.6K-$81.7K2026-10-14
Blue Trust, Inc.
DECREASED11,01613,117-2,101-16%$1.3M$987.4K-$277.5K2026-10-15
NWF Advisory Services Inc.
INCREASED10,93810,431+507+5%$1.0M$980.2K-$25.5K2026-10-19
RTD Financial Advisors, Inc.
DECREASED10,84312,254-1,411-12%$1.2M$971.8K-$209.8K2026-10-09
Magnus Financial Group LLC
INCREASED10,83010,462+368+4%$1.0M$970.7K-$38.2K2026-10-21
Institute for Wealth Management, Llc.
DECREASED10,82313,176-2,353-18%$1.3M$970.0K-$300.5K2026-11-06
Werba Rubin Papier Wealth Management
INCREASED10,76910,656+113+1%$1.0M$965.2K-$62.3K2026-11-06
Apeiron RIA LLC
INCREASED10,65710,231+426+4%$986.6K$950.3K-$36.3K2026-10-08
Powerhouse Assets LLC
INCREASED10,5849,443+1,141+12%$910.6K$948.6K+$38.0K2026-10-19
Nestegg Advisors, Inc.
DECREASED10,54110,842-301-3%$1.0M$944.8K-$100.7K2026-10-21
Thompson Siegel & Walmsley LLC
INCREASED10,41710,392+25+0%$1.0M$934-$1.0M2026-11-05
Indivisible Partners
INCREASED10,3872,499+7,888+316%$241.0K$931.0K+$690.0K2026-10-26
Mission Financial Group, LLC
DECREASED10,35210,537-185-2%$1.0M$927.8K-$88.3K2026-10-21
Mustard Seed Financial, LLC
INCREASED10,31910,230+89+1%$986.5K$924.9K-$61.6K2026-10-30
Trust Co
DECREASED10,25910,478-219-2%$1.0M$919.6K-$90.8K2026-10-09
Wesbanco Bank Inc
DECREASED10,24715,102-4,855-32%$1.5M$918.4K-$537.8K2026-11-04
Independence Bank of Kentucky
DECREASED10,23910,426-187-2%$1.0M$917.7K-$87.7K2026-10-26
L.K. Benson & Company, P.C.
DECREASED10,12811,348-1,220-11%$1.1M$907.8K-$186.5K2026-10-23
Baker Ellis Asset Management LLC
UNCHANGED9,9579,95700%$960.1K$892.4K-$67.7K2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED9,9499,976-270%$962.0K$891.8K-$70.2K2026-10-21
Raab & Moskowitz Asset Management LLC
INCREASED9,9459,101+844+9%$877.6K$891.4K+$13.8K2026-11-02
Woodward Diversified Capital, LLC
DECREASED9,91110,279-368-4%$991.2K$888.3K-$102.9K2026-10-21
Florida Trust Wealth Management Co
INCREASED9,8508,879+971+11%$856.2K$882.9K+$26.7K2026-11-05
Stablepoint Partners, LLC
INCREASED9,7919,120+671+7%$879.5K$877.6K-$1.9K2026-11-03
Upper Left Wealth Management, LLC
DECREASED9,79012,521-2,731-22%$1.2M$877.5K-$329.9K2026-10-14
FSM Wealth Advisors, LLC
DECREASED9,7089,909-201-2%$955.6K$867.4K-$88.2K2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED9,6288,656+972+11%$834.7K$862.9K+$28.2K2026-10-08
Curbstone Financial Management Corp
UNCHANGED9,6149,61400%$927.1K$861.7K-$65.4K2026-10-21
Great Hill Capital LLC
UNCHANGED9,5849,58400%$924.2K$859.0K-$65.2K2026-10-20
Uptown Financial Advisors LLC
INCREASED9,5519,499+52+1%$916.1K$856.1K-$60.0K2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED9,5308,453+1,077+13%$815.1K$854.1K+$39.0K2026-10-16
Trust Co of Vermont
INCREASED9,4218,725+696+8%$841.4K$844.4K+$3.1K2026-10-21
Armbruster Capital Management, Inc.
DECREASED9,3759,826-451-5%$947.5K$840.3K-$107.2K2026-10-19
Old National Bancorp
UNCHANGED9,3529,35200%$901.8K$838.2K-$63.6K2026-10-20
Bucket List Wealth Management, LLC
DECREASED9,2889,480-192-2%$914.1K$832.5K-$81.7K2026-10-22
Quad-Cities Investment Group, LLC
INCREASED9,2537,330+1,923+26%$706.8K$829.4K+$122.6K2026-10-16
Lynx Capital Group LTD
UNCHANGED9,2369,23600%$890.6K$827.8K-$62.8K2026-11-04
Bedel Financial Consulting, Inc.
DECREASED9,2259,640-415-4%$929.6K$826.9K-$102.7K2026-11-06
Financial Perspectives, Inc
INCREASED9,1759,171+4+0%$884.4K$822.3K-$62.1K2026-11-03
M Holdings Securities, Inc.
NEW9,069—+9,069——$831—2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED9,0399,304-265-3%$897.2K$810.2K-$87.0K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED8,9679,160-193-2%$883.3K$803.8K-$79.5K2026-10-21
Worth Asset Management, LLC
INCREASED8,9656,587+2,378+36%$635.2K$803.5K+$168.3K2026-10-07
Clark Asset Management, LLC
DECREASED8,9519,231-280-3%$890.1K$802.3K-$87.8K2026-10-19
Andrews Advisory Associates, LLC
DECREASED8,93310,928-1,995-18%$1.1M$800.7K-$253.1K2026-10-15
Richardson Financial Services Inc.
INCREASED8,9218,535+386+5%$822.9K$799.5K-$23.4K2026-10-30
Forum Financial Management, LP
DECREASED8,8769,137-261-3%$881.1K$795.6K-$85.5K2026-10-16
Summit Wealth Group LLC / Co
INCREASED8,8518,756+95+1%$844.4K$793.3K-$51.1K2026-10-29
Private Trust Co NA
INCREASED8,8248,729+95+1%$841.7K$790.9K-$50.8K2026-10-20
Reality Financial Planning Services, LLC
DECREASED8,7969,781-985-10%$943.2K$788.4K-$154.8K2026-11-03
Northwest Wealth Management, LLC
DECREASED8,6308,825-195-2%$851.0K$773.5K-$77.5K2026-10-30
JFS Wealth Advisors, LLC
INCREASED8,6088,600+8+0%$829.3K$771.5K-$57.8K2026-11-03
TD Waterhouse Canada Inc.
INCREASED8,6008,525+75+1%$825.4K$766.8K-$58.7K2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED8,5958,59500%$828.8K$770.4K-$58.4K2026-10-30
First Financial Corp
INCREASED8,5377,994+543+7%$770.9K$765.2K-$5.7K2026-10-13
King Luther Capital Management Corp
INCREASED8,5178,443+74+1%$814.1K$763.4K-$50.7K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED8,4368,483-47-1%$818.0K$756.1K-$61.9K2026-10-28
Nordwand Advisors, LLC
DECREASED8,41911,793-3,374-29%$1.1M$754.6K-$382.6K2026-11-05
Lantern Wealth Advisors, LLC
INCREASED8,3328,119+213+3%$782.9K$746.8K-$36.1K2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
NEW8,321—+8,321——$745.8K—2026-10-15
Fingerlakes Wealth Management, Inc.
INCREASED8,2958,292+3+0%$799.6K$743.5K-$56.2K2026-11-04
Kelleher Financial Advisors
DECREASED8,15617,979-9,823-55%$1.7M$731.0K-$1.0M2026-10-30
KPP Advisory Services LLC
UNCHANGED8,1288,12800%$783.8K$728.5K-$55.3K2026-10-26
Koshinski Asset Management, Inc.
DECREASED8,1238,281-158-2%$1.0M$1.0M-$39.8K2026-10-29
Mather Group, Llc.
INCREASED8,0937,846+247+3%$756.6K$725.3K-$31.2K2026-10-14
Hudock, Inc.
UNCHANGED8,0738,07300%$778.6K$723.7K-$54.9K2026-10-14
City Center Advisors, LLC
INCREASED7,9807,674+306+4%$740.0K$715.3K-$24.7K2026-10-08
Exchange Traded Concepts, LLC
DECREASED7,96836,448-28,480-78%$3.5M$714.2K-$2.8M2026-10-28
Bryant Woods Investment Advisors, LLC
INCREASED7,9467,620+326+4%$734.8K$712.3K-$22.5K2026-10-26
Farrell Financial LLC
INCREASED7,9327,517+415+6%$724.9K$710.9K-$13.9K2026-10-16
United Community Bank
DECREASED7,9208,313-393-5%$801.6K$709.9K-$91.8K2026-10-28
Moisand Fitzgerald Tamayo, LLC
DECREASED7,8327,841-90%$756.1K$702.0K-$54.1K2026-10-15
Clifford Swan Investment Counsel LLC
UNCHANGED7,6567,65600%$738.3K$686.2K-$52.1K2026-11-05
First Bancorp, Inc
UNCHANGED7,6437,64300%$737.0K$685.0K-$52.0K2026-10-26
Myecfo, LLC
DECREASED7,6377,697-60-1%$742.2K$684.5K-$57.7K2026-10-14
Legacy Capital Wealth Partners, LLC
INCREASED7,5997,360+239+3%$709.7K$681.1K-$28.7K2026-10-21
Legacy Financial Independent Advisors LLC
INCREASED7,5827,558+24+0%$728.8K$679.6K-$49.2K2026-11-02
Duncker Streett & Co Inc
UNCHANGED7,5707,57000%$730.0K$678.5K-$51.5K2026-10-27
Apollon Financial, LLC
INCREASED7,4857,041+444+6%$679.0K$670.8K-$8.2K2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED7,4637,448+15+0%$718.2K$668.9K-$49.3K2026-10-22
Carson Advisory Inc.
DECREASED7,4487,871-423-5%$759.0K$667.6K-$91.4K2026-11-06
Founders Financial Securities LLC
INCREASED7,3925,343+2,049+38%$515.2K$662.6K+$147.3K2026-10-28
Loudon Investment Management, LLC
UNCHANGED7,3457,34500%$708.3K$658.3K-$49.9K2026-11-06
Argyle Capital Partners, LLC
DECREASED7,3417,939-598-8%$765.5K$657.9K-$107.6K2026-10-23
McLean Asset Management Corp
INCREASED7,3287,325+3+0%$724.8K$705.2K-$19.6K2026-11-06
Fifth Third Securities, Inc.
INCREASED7,3176,398+919+14%$617.0K$655.9K+$38.9K2026-10-21
Caldwell Trust Co
DECREASED7,3097,366-57-1%$710.3K$655.1K-$55.2K2026-10-30
Elevation Wealth Partners, LLC
INCREASED7,2956,997+298+4%$674.7K$653.8K-$20.8K2026-10-07
Bison Wealth, LLC
NEW7,290—+7,290——$666.0K—2026-10-13
Bill Few Associates, Inc.
INCREASED7,2474,077+3,170+78%$393.1K$649.5K+$256.4K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,1897,139+50+1%$688.5K$644.4K-$44.0K2026-10-14
Central Bank & Trust Co
DECREASED7,0687,210-142-2%$695.3K$633.5K-$61.8K2026-10-09
Narwhal Capital Management
DECREASED7,05021,665-14,615-67%$2.1M$631.9K-$1.5M2026-11-04
Diesslin Group, Inc.
DECREASED6,9827,769-787-10%$749.2K$625.8K-$123.4K2026-10-14
Integrity Alliance, Llc.
INCREASED6,9675,581+1,386+25%$538.2K$624.5K+$86.3K2026-10-29
Optimist Retirement Group LLC
INCREASED6,9476,920+27+0%$667.3K$622.7K-$44.6K2026-10-30
Salem Investment Counselors Inc
INCREASED6,9316,881+50+1%$663.5K$621.2K-$42.3K2026-10-13
Gibraltar Capital Management, Inc.
UNCHANGED6,9106,91000%$666.3K$619.3K-$47.0K2026-10-27
Certuity, LLC
INCREASED6,9086,783+125+2%$654.1K$619.2K-$34.9K2026-11-02
VestGen Advisors, LLC
DECREASED6,8757,034-159-2%$678.3K$616.2K-$62.0K2026-10-27
Community Bank, N.A.
INCREASED6,8626,752+110+2%$651.1K$615.0K-$36.1K2026-11-06
Summit Global Investments
INCREASED6,8526,151+701+11%$593.0K$614-$592.4K2026-10-28
Spire Wealth Management
DECREASED6,8127,170-358-5%$691.4K$610.5K-$80.8K2026-10-30
Tabr Capital Management, LLC
INCREASED6,8106,575+235+4%$634.0K$610.4K-$23.6K2026-10-20
Allen Investment Management, LLC
UNCHANGED6,7816,78100%$653.9K$607.8K-$46.1K2026-11-03
Del-Sette Capital Management, LLC
UNCHANGED6,7456,74500%$650.4K$604.6K-$45.9K2026-10-23
Invested Advisors
INCREASED6,7056,683+22+0%$644.5K$601.0K-$43.5K2026-10-23
Cardinal Point Capital Management ULC
DECREASED6,6897,670-981-13%$739.6K$599.5K-$140.1K2026-10-21
YHB Investment Advisors, Inc.
INCREASED6,6866,636+50+1%$639.9K$599.3K-$40.6K2026-10-08
International Assets Investment Management, LLC
DECREASED6,6246,794-170-2%$657.8K$590.7K-$67.1K2026-11-02
Greenleaf Trust
DECREASED6,5936,702-109-2%$646.3K$590.9K-$55.3K2026-10-29
Vermillion Wealth Management, Inc.
DECREASED6,57528,645-22,070-77%$2.8M$589.3K-$2.2M2026-10-26
Smith Shellnut Wilson LLC
UNCHANGED6,5506,55000%$631.6K$587.1K-$44.5K2026-10-21
Sunpointe, LLC
DECREASED6,52710,044-3,517-35%$969.1K$585.0K-$384.1K2026-10-22
Mechanics Bank Trust Department
UNCHANGED6,4896,48900%$625.7K$581.6K-$44.1K2026-10-13
Trek Financial, LLC
INCREASED6,4355,813+622+11%$560.6K$576.8K+$16.2K2026-10-29
Portland Financial Advisors Inc
INCREASED6,4086,221+187+3%$599.9K$574.4K-$25.5K2026-10-26
Cannon Financial Strategists, Inc.
INCREASED6,3755,737+638+11%$553.3K$571.4K+$18.2K2026-10-19
Leeward Financial Partners, LLC
UNCHANGED6,2976,29700%$607.2K$564.4K-$42.8K2026-10-23
Fidato Wealth LLC
DECREASED6,2856,450-165-3%$621.9K$563.3K-$58.6K2026-10-13
Piscataqua Savings Bank
DECREASED6,2606,291-310%$606.6K$561.0K-$45.6K2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED6,23310,134-3,901-38%$977.2K$558.7K-$418.6K2026-10-13
Churchill Financial Advisors, LLC
UNCHANGED6,1906,19000%$596.9K$554.8K-$42.1K2026-10-20
Baker Tilly Wealth Management, LLC
INCREASED6,1642,876+3,288+114%$277.3K$552.5K+$275.2K2026-10-05
Sage Investment Counsel LLC
DECREASED6,1526,723-571-8%$648.3K$551.4K-$96.9K2026-10-26
Bangor Savings Bank
DECREASED6,0676,478-411-6%$624.7K$543.8K-$80.9K2026-10-06
KG Capital Management
INCREASED6,0636,056+7+0%$584.0K$543.5K-$40.5K2026-10-15
Arrow Financial Corp
DECREASED6,0396,164-125-2%$594.4K$541.3K-$53.1K2026-10-26
Charles Schwab Trust Co
INCREASED6,0275,567+460+8%$536.8K$540.2K+$3.4K2026-10-15
Bfsg, LLC
INCREASED6,0015,971+30+1%$575.8K$537.8K-$37.9K2026-10-30
Arbor Wealth Advisors LLC
UNCHANGED6,0006,00000%$578.6K$537.8K-$40.8K2026-10-09
CJM Wealth Advisers, Ltd.
INCREASED5,8995,619+280+5%$541.8K$528.7K-$13.1K2026-10-27
Riverbridge Partners LLC
INCREASED5,8005,791+9+0%$558.4K$519.9K-$38.5K2026-11-05
Occidental Asset Management, LLC
INCREASED5,7624,637+1,125+24%$447.1K$516.4K+$69.3K2026-11-05
Bluesphere Advisors LLC
DECREASED5,6775,849-172-3%$564.0K$508.8K-$55.2K2026-10-19
Boltwood Capital Management
UNCHANGED5,6605,66000%$545.8K$507.3K-$38.5K2026-10-02
Strata Wealth Advisors, LLC
INCREASED5,6565,254+402+8%$506.6K$507.0K+$3622026-10-16
Clear Investment Research, LLC
INCREASED5,6435,364+279+5%$517.3K$505.8K-$11.5K2026-11-06
Wealth Effects LLC
INCREASED5,6375,383+254+5%$519.1K$505.2K-$13.8K2026-10-23
Partners Wealth Management, LLC
INCREASED5,6333,501+2,132+61%$337.6K$504.9K+$167.3K2026-10-28
Tactive Advisors, LLC
INCREASED5,6075,319+288+5%$512.9K$502.5K-$10.3K2026-10-08
Valeo Financial Advisors, LLC
DECREASED5,5895,601-120%$540.1K$500.9K-$39.2K2026-10-08
Oceanside Advisors LLC
INCREASED5,5393,080+2,459+80%$297.0K$496.5K+$199.5K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED5,5305,693-163-3%$549.0K$495.7K-$53.3K2026-11-04
Opulen Financial Group LLC
INCREASED5,5235,470+53+1%$527.5K$495.0K-$32.5K2026-10-22
Jordan Park Trust Co LLC
UNCHANGED5,5175,51700%$532.0K$494.5K-$37.5K2026-10-19
Southern Michigan Bank & Trust
DECREASED5,5105,676-166-3%$547.3K$493.9K-$53.5K2026-10-19
Woodside Wealth Management LLC
INCREASED5,4284,566+862+19%$440.3K$486.5K+$46.2K2026-10-16
BLB&B Advisors, LLC
DECREASED5,4277,062-1,635-23%$681.0K$486.4K-$194.6K2026-10-27
Saratoga Research & Investment Management
UNCHANGED5,4145,41400%$522.1K$485.3K-$36.8K2026-10-16
Cpwa, LLC
INCREASED5,3704,977+393+8%$479.9K$490.6K+$10.7K2026-11-04
Eagle Strategies LLC
INCREASED5,3505,286+64+1%$509.8K$479.5K-$30.2K2026-10-16
Optima Capital LLC
INCREASED5,3325,289+43+1%$510.0K$477.9K-$32.1K2026-10-29
Towerpoint Wealth, LLC
DECREASED5,2985,389-91-2%$519.7K$474.8K-$44.8K2026-10-13
Sage Investment Advisers LLC
INCREASED5,2815,163+118+2%$497.9K$473.3K-$24.5K2026-10-21
Barrett & Company, Inc.
UNCHANGED5,2745,27400%$508.5K$472.7K-$35.9K2026-10-22
Kearns & Associates LLC
INCREASED5,2515,245+6+0%$505.7K$471.9K-$33.8K2026-10-09
TPG Advisors LLC
DECREASED5,2468,583-3,337-39%$827.6K$470.2K-$357.5K2026-10-16
Asset One Wealth Management LLC
INCREASED5,2374,981+256+5%$487.4K$469.4K-$18.0K2026-11-02
Balefire, LLC
INCREASED5,2224,237+985+23%$408.6K$468.0K+$59.5K2026-10-09
SteelPeak Wealth, LLC
INCREASED5,2074,210+997+24%$406.0K$466.7K+$60.7K2026-10-16
New Hampshire Trust
DECREASED5,17512,331-7,156-58%$1.2M$463.8K-$725.2K2026-10-20
Mcdonald Partners LLC
INCREASED5,147947+4,200+444%$91.3K$461.3K+$370.0K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED5,1154,563+552+12%$440.0K$458.4K+$18.5K2026-11-04
Zinnia Wealth Advisory, LLC
INCREASED5,1092,644+2,465+93%$255.0K$457.9K+$203.0K2026-11-06
Northeast Investment Management
UNCHANGED5,1055,10500%$492.3K$457.6K-$34.7K2026-10-30
True North Advisors, LLC
INCREASED5,0595,058+1+0%$487.8K$453.4K-$34.3K2026-10-22
James J. Burns & Company, LLC
DECREASED5,0285,055-27-1%$487.4K$450.7K-$36.7K2026-10-22
CoreCap Advisors, LLC
DECREASED5,0265,204-178-3%$501.8K$450.5K-$51.3K2026-10-08
Covestor Ltd
INCREASED5,0084,917+91+2%$474.0K$449-$473.6K2026-10-30
Edge Wealth Management LLC
UNCHANGED5,0005,00000%$482.2K$449.8K-$32.3K2026-10-13
Davidson Trust Co
INCREASED4,9784,686+292+6%$451.9K$446.2K-$5.7K2026-10-09
Elevated Financial Group LLC
DECREASED4,9595,497-538-10%$530.1K$444.5K-$85.6K2026-10-16
Keystone Financial Planning, Inc.
UNCHANGED4,9424,94200%$476.6K$443.0K-$33.6K2026-10-08
Independent Wealth Network Inc.
INCREASED4,9334,709+224+5%$454.1K$442.2K-$12.0K2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED4,9064,934-28-1%$475.8K$439.7K-$36.1K2026-10-05
SigFig Wealth Management, LLC
DECREASED4,8755,037-162-3%$494.9K$438.1K-$56.8K2026-10-07
Oarsman Capital, Inc.
INCREASED4,8714,709+162+3%$454.1K$436.6K-$17.5K2026-11-05
MontVue Capital Management, Inc.
UNCHANGED4,8604,86000%$468.7K$435.6K-$33.0K2026-10-19
Asset Allocation Strategies LLC
DECREASED4,8286,257-1,429-23%$603.4K$432.8K-$170.6K2026-10-20
E&G Advisors, LLC
DECREASED4,8234,971-148-3%$479.4K$432.3K-$47.1K2026-10-13
Fisher Asset Management, LLC
DECREASED4,7926,679-1,887-28%$644.1K$429.5K-$214.6K2026-11-06
Northern Capital Management, Inc.
UNCHANGED4,7884,78800%$461.7K$429.1K-$32.6K2026-11-05
Old Peak Finance LLC
INCREASED4,7744,766+8+0%$459.6K$427.9K-$31.7K2026-11-02
NorthLanding Financial Partners, LLC
DECREASED4,7236,783-2,060-30%$654.1K$423.3K-$230.7K2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED4,7154,71500%$454.7K$422.6K-$32.1K2026-10-22
Sage Capital Management, LLC
INCREASED4,7014,676+25+1%$451.4K$422.0K-$29.4K2026-10-20
Box Hill Private Wealth LLC
DECREASED4,6995,952-1,253-21%$574.0K$421.1K-$152.9K2026-10-05
Certified Advisory Corp
INCREASED4,6634,341+322+7%$418.6K$418.0K-$6222026-10-29
Adkins Seale Capital Management LLC
UNCHANGED4,6494,64900%$448.3K$416.7K-$31.6K2026-10-27
Washington Growth Strategies LLC
DECREASED4,6295,098-469-9%$491.6K$414.9K-$76.7K2026-10-19
Venture Visionary Partners LLC
INCREASED4,5964,543+53+1%$438.1K$411.9K-$26.1K2026-10-07
Mechanics Financial Corp
UNCHANGED4,5834,58300%$441.9K$410.8K-$31.2K2026-11-05
Vannoy Advisory Group, Inc.
DECREASED4,5764,680-104-2%$451.3K$410.2K-$41.1K2026-10-13
Tompkins Financial Corp
INCREASED4,5744,308+266+6%$415.4K$410.0K-$5.5K2026-10-05
PW Nova Financial Services LLC
DECREASED4,5255,188-663-13%$500.2K$405.6K-$94.7K2026-10-15
Berman McAleer LLC
UNCHANGED4,5244,52400%$436.2K$405.5K-$30.8K2026-10-16
Boston Trust Walden Corp
UNCHANGED4,5224,52200%$436.1K$405.3K-$30.7K2026-10-30
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED4,5004,50000%$433.9K$403.3K-$30.6K2026-10-22
Auour Investments LLC
DECREASED4,4884,733-245-5%$456.4K$402.3K-$54.1K2026-10-28
First Interstate Bank
DECREASED4,4664,611-145-3%$444.6K$400.3K-$44.4K2026-10-23
Badgley Phelps Wealth Managers, LLC
DECREASED4,4346,230-1,796-29%$600.8K$397.4K-$203.3K2026-10-22
Opus Capital Group, LLC
DECREASED4,4295,027-598-12%$485.0K$397-$484.6K2026-10-30
Manske Wealth Management
DECREASED4,4214,594-173-4%$443.0K$396.3K-$46.7K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED4,4074,406+1+0%$424.9K$395.0K-$29.9K2026-10-26
Fullerton Advisors, LLC
INCREASED4,3764,338+38+1%$418.3K$392.2K-$26.1K2026-10-14
Burk Holdings LLC
DECREASED4,3654,583-218-5%$442.0K$391.3K-$50.7K2026-11-05
Fairman Group, LLC
INCREASED4,3613,601+760+21%$347.3K$390.9K+$43.6K2026-10-26
Professional Advisory Services Inc
UNCHANGED4,3364,33600%$418$389-$292026-10-08
Postrock Partners LLC
UNCHANGED4,3354,33500%$418.0K$388.5K-$29.5K2026-11-02
IVC Wealth Advisors LLC
DECREASED4,3204,322-20%$416.8K$387.2K-$29.6K2026-10-23
Advantage Trust Co
UNCHANGED4,2884,28800%$413.5K$384.3K-$29.2K2026-10-19
Copeland Capital Management, LLC
NEW4,228—+4,228——$379.0K—2026-10-13
Vilga Financial Planning LLC
INCREASED4,2233,893+330+8%$375.4K$378.5K+$3.1K2026-10-09
Goelzer Investment Management, Inc.
DECREASED4,2234,276-53-1%$412.3K$378.5K-$33.8K2026-10-16
Integrity Investment Advisors, LLC
UNCHANGED4,2154,21500%$406.5K$377.8K-$28.7K2026-11-03
Ballast, Inc.
UNCHANGED4,1854,18500%$403.6K$375.1K-$28.5K2026-10-20
LAM Group, Inc.
INCREASED4,1554,070+85+2%$392.5K$372.4K-$20.1K2026-10-26
Abacus Planning Group, Inc.
INCREASED4,1452,841+1,304+46%$274.0K$371.5K+$97.6K2026-11-02
Forvis Mazars Wealth Advisors, LLC
INCREASED4,1174,088+29+1%$394.2K$369.0K-$25.2K2026-10-13
Canandaigua National Trust Co of Florida
NEW4,114—+4,114——$368.7K—2026-10-07
Fidelis iM, LLC
DECREASED4,11265,284-61,172-94%$6.3M$368.6K-$5.9M2026-10-16
Meridian Investment Counsel Inc.
UNCHANGED4,0734,07300%$392.8K$365.1K-$27.7K2026-10-14
Investmark Advisory Group LLC
NEW4,058—+4,058——$363.8K—2026-10-27
Chatham Capital Group, Inc.
UNCHANGED4,0504,05000%$390.5K$363.0K-$27.5K2026-10-16
Antonelli Financial Advisors, LLC
DECREASED4,0374,110-73-2%$396.0K$362.0K-$34.0K2026-10-13
Marino, Stram & Associates LLC
UNCHANGED4,0244,02400%$388.1K$360.7K-$27.4K2026-10-22
First National Bank Sioux Falls
UNCHANGED4,0174,01700%$382.3K$360.0K-$22.2K2026-10-13
Clearstead Trust, LLC
INCREASED4,012844+3,168+375%$81.4K$359.6K+$278.2K2026-11-06
SkyOak Wealth, LLC
UNCHANGED4,0094,00900%$386.6K$359.3K-$27.3K2026-10-28
RS Crum Inc.
DECREASED3,9954,095-100-2%$394.9K$358.1K-$36.8K2026-10-19
Ashton Thomas Securities, LLC
DECREASED3,9884,092-104-3%$394.6K$357.4K-$37.1K2026-10-26
Altfest L J & Co Inc
INCREASED3,9713,819+152+4%$368.3K$356.0K-$12.3K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,9584,341-383-9%$418.6K$354.7K-$63.9K2026-10-23
Future Financial Wealth Managment LLC
DECREASED3,9434,068-125-3%$401.5K$353.4K-$48.1K2026-10-15
XY Planning Network, Inc.
DECREASED3,9145,884-1,970-33%$567.4K$350.8K-$216.6K2026-10-14
Red Mountain Financial, LLC
INCREASED3,9113,907+4+0%$376.8K$350.6K-$26.2K2026-11-03
Claro Advisors Inc.
INCREASED3,9043,859+45+1%$372.1K$349.9K-$22.2K2026-11-02
HUB Investment Partners, LLC
DECREASED3,8654,482-617-14%$432.2K$346.4K-$85.7K2026-11-03
Essex LLC
DECREASED3,8474,037-190-5%$389.3K$344.8K-$44.6K2026-10-14
Fiduciary Financial Group, LLC
INCREASED3,8433,534+309+9%$340.8K$344.4K+$3.7K2026-10-13
Ashurst Perkins Coie Trust Co
UNCHANGED3,8393,83900%$370.2K$344.1K-$26.1K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED3,8353,83500%$369.8K$343.7K-$26.1K2026-10-23
KOM Wealth Management Group, LLC
DECREASED3,8207,195-3,375-47%$693.8K$342.4K-$351.5K2026-10-15
Signaturefd, LLC
INCREASED3,8113,621+190+5%$349.1K$341.6K-$7.5K2026-10-23
Rockingstone Advisors LLC
UNCHANGED3,8043,80400%$366.8K$341.0K-$25.9K2026-10-16
Rossby Financial, LCC
INCREASED3,8011,491+2,310+155%$143.8K$340.7K+$196.9K2026-11-05
Gilpin Wealth Management, LLC
UNCHANGED3,8003,80000%$366.4K$340.6K-$25.8K2026-10-09
Smithbridge Asset Management Inc
UNCHANGED3,7563,75600%$362.2K$336.7K-$25.6K2026-10-19
Calamos Wealth Management LLC
UNCHANGED3,7523,75200%$361.8K$336.3K-$25.5K2026-11-02
Money Concepts Capital Corp
DECREASED3,7473,986-239-6%$384.4K$335.8K-$48.5K2026-11-06
McClarren Financial Advisors, Inc.
INCREASED3,7393,624+115+3%$349.5K$335.1K-$14.4K2026-10-15
Busey Bank
INCREASED3,6793,666+13+0%$353.5K$329.7K-$23.8K2026-10-26
Allegheny Financial Group
INCREASED3,6723,125+547+18%$301.4K$329.2K+$27.8K2026-11-05
GEN Financial Management, Inc.
NEW3,628—+3,628——$325.2K—2026-10-13
HCR Wealth Advisors
DECREASED3,6213,707-86-2%$357.5K$324.6K-$32.8K2026-10-15
Blossom Wealth Management
INCREASED3,6213,596+25+1%$346.8K$324.6K-$22.2K2026-11-03
Base Wealth Management LLC
DECREASED3,6183,706-88-2%$357.4K$324.3K-$33.1K2026-10-21
Oath Planning, LLC
INCREASED3,5983,567+31+1%$343.9K$322.5K-$21.4K2026-10-20
Bayban
UNCHANGED3,5823,58200%$345.4K$345.4K$02026-11-05
Nations Financial Group Inc,
DECREASED3,53416,298-12,764-78%$1.6M$316.8K-$1.3M2026-11-05
ProVise Management Group, LLC
DECREASED3,5263,619-93-3%$349.0K$316.0K-$32.9K2026-11-06
Wealthcare Capital Partners, LLC
DECREASED3,5263,561-35-1%$343.4K$316.0K-$27.4K2026-10-21
Stonebridge Financial Group, LLC
UNCHANGED3,4983,49800%$337.3K$313.5K-$23.8K2026-10-01
McAdam, LLC
DECREASED3,4923,876-384-10%$373.8K$313.0K-$60.8K2026-10-21
ROI Financial Advisors, LLC
DECREASED3,4914,102-611-15%$395.5K$312.9K-$82.6K2026-10-19
Gold Investment Management Ltd.
INCREASED3,4773,452+25+1%$332.8K$311.6K-$21.2K2026-10-19
Annex Advisory Services, LLC
DECREASED3,4693,742-273-7%$360.8K$310.9K-$49.9K2026-10-16
Parker Financial LLC
UNCHANGED3,4693,46900%$334.5K$310.9K-$23.6K2026-11-05
Linscomb Wealth, Inc.
UNCHANGED3,4673,46700%$334.3K$310.7K-$23.6K2026-11-05
Financial Freedom, LLC
INCREASED3,4543,439+15+0%$331.6K$309.6K-$22.0K2026-11-06
XML Financial, LLC
UNCHANGED3,4493,44900%$332.6K$309.1K-$23.5K2026-10-29
Financial Insights, Inc.
INCREASED3,4363,435+1+0%$331.2K$307.9K-$23.3K2026-10-27
Key FInancial Inc
DECREASED3,4293,492-63-2%$336.7K$307.3K-$29.4K2026-11-02
Landmark Wealth Management, LLC
DECREASED3,4293,436-70%$331.3K$307.3K-$24.0K2026-11-03
Hoxton Planning & Management, LLC
INCREASED3,4273,226+201+6%$311.1K$307.1K-$4.0K2026-10-15
Embree Financial Group
UNCHANGED3,4043,40400%$328.2K$305.1K-$23.1K2026-10-22
BAR Harbor Wealth Management
INCREASED3,3952,300+1,095+48%$221.8K$304.3K+$82.5K2026-10-21
Colony Family Offices, LLC
UNCHANGED3,3873,38700%$326.6K$303.6K-$23.0K2026-10-22
American National Bank & Trust
DECREASED3,3823,740-358-10%$360.6K$303.1K-$57.5K2026-10-07
Kendall Capital Management
UNCHANGED3,3703,37000%$325.0K$302.1K-$22.9K2026-10-23
Life Planning Partners, Inc
INCREASED3,3663,226+140+4%$311.1K$301.7K-$9.4K2026-10-28
First Community Trust NA
NEW3,346—+3,346——$299.9K—2026-10-07
StoneX Group Inc.
DECREASED3,3443,665-321-9%$353.4K$299.7K-$53.7K2026-11-03
Anchor Capital Advisors LLC
UNCHANGED3,3243,32400%$320.5K$297.9K-$22.6K2026-11-05
21 West Wealth Management LLC
INCREASED3,3233,322+1+0%$320.3K$297.8K-$22.5K2026-10-13
Sharper & Granite LLC
DECREASED3,3173,382-65-2%$326.1K$294.2K-$31.9K2026-11-02
Cypress Wealth Services, LLC
DECREASED3,3144,029-715-18%$388.5K$298.0K-$90.5K2026-10-21
First Heartland Consultants, Inc.
DECREASED3,3143,433-119-3%$331.1K$297.0K-$34.0K2026-10-08
Prosperity Planning, Inc.
UNCHANGED3,3043,30400%$318.6K$296.1K-$22.5K2026-10-09
Lyell Wealth Management, LP
INCREASED3,2883,145+143+5%$303.3K$294.7K-$8.5K2026-10-30
Avantax Planning Partners, Inc.
INCREASED3,2863,145+141+4%$303.3K$294.6K-$8.7K2026-11-03
Weaver Consulting Group
UNCHANGED3,2653,26500%$314.8K$292.6K-$22.2K2026-10-07
McNaughton Wealth Management, LLC
DECREASED3,2633,307-44-1%$318.9K$292.5K-$26.4K2026-10-09
SBK Financial, Inc.
UNCHANGED3,2453,24500%$312.9K$290.9K-$22.1K2026-11-02
Cascade Investment Group, Inc.
INCREASED3,2402,905+335+12%$280.1K$290.4K+$10.3K2026-10-13
Heritage Family Offices, LLP
DECREASED3,2384,656-1,418-30%$449.0K$290.2K-$158.8K2026-11-02
MCF Advisors LLC
DECREASED3,2383,359-121-4%$323.9K$290.2K-$33.7K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED3,2003,20000%$311.4K$286.8K-$24.6K2026-10-13
Sellwood Investment Partners LLC
INCREASED3,1842,773+411+15%$267.4K$285.4K+$18.0K2026-11-03
Quantum Financial Partners LLC
DECREASED3,1775,039-1,862-37%$485.9K$284.7K-$201.1K2026-10-19
Peak Financial Management, Inc.
DECREASED3,1733,258-85-3%$314.2K$284.4K-$29.8K2026-10-16
Accurate Wealth Management, LLC
INCREASED3,1462,917+229+8%$283.9K$286.7K+$2.8K2026-10-20
Trust Co of Oklahoma
DECREASED3,1414,831-1,690-35%$465.9K$281.5K-$184.3K2026-10-15
Joseph P. Lucia & Associates, LLC
UNCHANGED3,1413,14100%$302.9K$281.6K-$21.3K2026-10-30
Sage Rhino Capital LLC
INCREASED3,1203,118+2+0%$300.7K$279.6K-$21.1K2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED3,1094,148-1,039-25%$400.0K$278.7K-$121.4K2026-10-26
Cooper S Advisors, LLC
DECREASED3,1053,136-31-1%$302.4K$278.3K-$24.1K2026-11-03
New England Private Wealth Advisors LLC
INCREASED3,1053,093+12+0%$310.5K$278.4K-$32.2K2026-10-19
Castellan Group
UNCHANGED3,1053,10500%$299.4K$278.3K-$21.1K2026-10-19
Wealth Architects, LLC
DECREASED3,0943,144-50-2%$303.2K$277.3K-$25.9K2026-11-03
Cypress Capital Group
DECREASED3,0873,193-106-3%$307.9K$276.7K-$31.2K2026-11-03
Sheets Smith Wealth Management
DECREASED3,0813,165-84-3%$305.2K$276.2K-$29.1K2026-10-16
Atwater Malick LLC
UNCHANGED3,0753,07500%$296.5K$275.6K-$20.9K2026-10-15
Russell Investments Group, Ltd.
INCREASED3,0701,455+1,615+111%$140.3K$275.2K+$134.9K2026-11-06
Topel & Distasi Wealth Management, LLC
DECREASED3,0603,076-16-1%$296.6K$274.3K-$22.4K2026-11-05
First National Trust Co
DECREASED3,0594,130-1,071-26%$398.3K$274.2K-$124.1K2026-10-28
SVB Wealth LLC
DECREASED3,0433,943-900-23%$380.2K$272.7K-$107.5K2026-11-06
Tandem Capital Management Corp
UNCHANGED3,0023,00200%$289.5K$269.1K-$20.4K2026-10-22
Lincoln Capital LLC
UNCHANGED3,0003,00000%$289.3K$268.9K-$20.4K2026-10-09
Delta Capital Management LLC
UNCHANGED3,0003,00000%$289$269-$202026-10-16
Kathmere Capital Management, LLC
DECREASED2,9993,180-181-6%$306.6K$268.8K-$37.8K2026-10-20
Morton Brown Family Wealth, LLC
DECREASED2,9903,053-63-2%$294.4K$268.0K-$26.3K2026-10-23
Gemmer Asset Management LLC
INCREASED2,9892,961+28+1%$285.5K$267.9K-$17.6K2026-10-16
Sprinkle Financial Consultants LLC
INCREASED2,9862,962+24+1%$285.7K$267.7K-$18.1K2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED2,9762,970+6+0%$286.4K$266.7K-$19.7K2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW2,967—+2,967——$265.9K—2026-10-20
DecisionMap Wealth Management, LLC
DECREASED2,9642,966-20%$286.0K$265.7K-$20.3K2026-10-29
D.B. Root & Company, LLC
INCREASED2,9632,931+32+1%$282.6K$265.6K-$17.1K2026-11-04
Traynor Capital Management, Inc.
DECREASED2,9514,153-1,202-29%$400.4K$264.5K-$136.0K2026-10-29
DKM Wealth Management, Inc.
DECREASED2,9453,020-75-2%$291.2K$264.0K-$27.3K2026-10-09
Bensler, LLC
DECREASED2,9252,971-46-2%$286.5K$262.2K-$24.3K2026-11-05
Stackstone Wealth, LLC
NEW2,918—+2,918——$261.5K—2026-10-19
Hopwood Financial Services, Inc.
UNCHANGED2,8952,89500%$279.2K$259.5K-$19.7K2026-10-29
Guidance Point Advisors, LLC
INCREASED2,8942,857+37+1%$276.2K$259.9K-$16.3K2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED2,8903,167-277-9%$305.4K$259.0K-$46.4K2026-11-05
Affinity Capital Advisors, LLC
DECREASED2,8793,203-324-10%$311.5K$261.0K-$50.5K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED2,8682,863+5+0%$276.1K$257.1K-$19.0K2026-10-29
RED Lighthouse Investment Management, LLC
UNCHANGED2,8622,86200%$276.0K$256.6K-$19.5K2026-11-02
Focused Alpha, LLC
INCREASED2,8562,839+17+1%$273.7K$256.0K-$17.8K2026-10-20
Twelve Points Wealth Management LLC
DECREASED2,8542,855-10%$275.4K$268.2K-$7.2K2026-11-03
Cadent Capital Advisors, LLC
INCREASED2,8402,833+7+0%$273.2K$254.6K-$18.6K2026-10-09
Tred Avon Family Wealth, LLC
UNCHANGED2,8372,83700%$273.6K$254.3K-$19.3K2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
INCREASED2,8332,309+524+23%$222.7K$253.9K+$31.2K2026-10-29
Burney Co/
NEW2,824—+2,824——$253.1K—2026-10-15
ADE, LLC
UNCHANGED2,8152,81500%$271.4K$252.3K-$19.1K2026-10-29
SwitchPoint Financial Planning, LLC
INCREASED2,8092,792+17+1%$269.2K$251.8K-$17.5K2026-11-02
Tenet Wealth Partners, LLC
DECREASED2,8042,836-32-1%$285.1K$251.3K-$33.8K2026-10-19
Ascent Group, LLC
DECREASED2,8023,170-368-12%$305.7K$251.2K-$54.5K2026-10-30
Capstone Wealth Management Group, Inc.
DECREASED2,8002,843-43-2%$274.2K$251.0K-$23.2K2026-10-19
PKS Advisory Services, LLC
UNCHANGED2,7962,79600%$269.4K$269.4K$02026-10-26
ETF Store, Inc.
INCREASED2,7912,748+43+2%$265.0K$250.2K-$14.8K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED2,7902,655+135+5%$256.1K$250.1K-$5.9K2026-10-29
Heck Capital Advisors, LLC
UNCHANGED2,7782,77800%$267.8K$249.0K-$18.9K2026-10-14
SWS Partners
DECREASED2,7572,766-90%$266.7K$247.1K-$19.6K2026-10-26
Westwind Capital
DECREASED2,75528,560-25,805-90%$2.8K$247-$2.5K2026-10-08
Trust Point Inc.
INCREASED2,7262,554+172+7%$246.3K$244.3K-$2.0K2026-10-27
TrustBank
UNCHANGED2,7262,72600%$262.9K$244.3K-$18.5K2026-10-20
First Hawaiian Bank
UNCHANGED2,7052,70500%$260.8K$242.4K-$18.4K2026-10-14
Tenret Co LLC
NEW2,695—+2,695——$241.6K—2026-11-02
Citizens & Northern Corp
UNCHANGED2,6832,68300%$258.7K$240.5K-$18.2K2026-11-06
RDA Financial Network
DECREASED2,6772,926-249-9%$282.2K$240.0K-$42.2K2026-10-15
Bath Savings Trust Co
INCREASED2,6442,614+30+1%$252.1K$237.0K-$15.1K2026-10-07
Davis Capital Management
DECREASED2,6232,636-130%$254.2K$235.1K-$19.1K2026-10-08
Platform Technology Partners
DECREASED2,6113,017-406-13%$290.9K$234.1K-$56.8K2026-11-02
Melfa Wealth Management, Inc.
INCREASED2,5972,594+3+0%$250.1K$232.8K-$17.4K2026-11-06
RCW Management, LLC
UNCHANGED2,5862,58600%$249.4K$231.8K-$17.6K2026-10-30
Horst & Graben Wealth Management LLC
DECREASED2,5772,810-233-8%$272.0K$231.0K-$41.0K2026-11-02
Crestwood Advisors Group, LLC
DECREASED2,5722,679-107-4%$258.3K$230.5K-$27.8K2026-10-27
Entrewealth, LLC
INCREASED2,5702,525+45+2%$247.5K$230.4K-$17.2K2026-10-14
Smith & Howard Wealth Management, LLC
UNCHANGED2,5372,53700%$244.6K$227.4K-$17.3K2026-10-27
Ignite Planners, LLC
INCREASED2,5342,529+5+0%$243.9K$227.1K-$16.7K2026-10-14
LEE Danner & Bass Inc
UNCHANGED2,5342,53400%$244.3K$227.1K-$17.2K2026-10-27
United Advisor Group, LLC
INCREASED2,5332,119+414+20%$204.3K$227.0K+$22.8K2026-11-03
American State Bank (Iowa)
DECREASED2,5312,760-229-8%$266.1K$226.9K-$39.3K2026-11-03
Strengthening Families & Communities, LLC
INCREASED2,5092,487+22+1%$239.8K$224.9K-$14.9K2026-10-21
Disciplina Capital Management LLC
DECREASED2,5072,582-75-3%$249.0K$224.7K-$24.3K2026-11-06
Luminvest Wealth Management LLC
DECREASED2,4872,488-10%$239.9K$222.9K-$17.0K2026-10-14
Curtis Advisory Group, LLC
UNCHANGED2,4872,48700%$239.8K$222.9K-$16.9K2026-10-28
Flywheel Private Wealth LLC
DECREASED2,4842,984-500-17%$287.7K$222.6K-$65.1K2026-11-02
Opal Wealth Advisors, LLC
NEW2,478—+2,478——$222.1K—2026-10-16
Catalyst Financial Partners LLC
INCREASED2,4652,179+286+13%$210.1K$220.9K+$10.8K2026-11-06
Brickley Wealth Management
INCREASED2,4622,352+110+5%$226.8K$220.7K-$6.1K2026-11-04
USA Financial Formulas
NEW2,461—+2,461——$220.6K—2026-10-16
Orin Green Financial, LLC
UNCHANGED2,4592,45900%$237.1K$220.4K-$16.7K2026-10-19
TCP Asset Management, LLC
DECREASED2,4522,453-10%$236.6K$219.5K-$17.1K2026-10-14
Oak Asset Management, LLC
INCREASED2,4482,393+55+2%$230.8K$219.4K-$11.3K2026-10-13
Finward Bancorp
DECREASED2,4342,532-98-4%$244.2K$218.2K-$26.0K2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,4282,42800%$234.1K$217.6K-$16.5K2026-10-20
Triad Wealth Partners, LLC
INCREASED2,4232,094+329+16%$207.5K$217.2K+$9.7K2026-10-26
Valley National Advisers Inc
UNCHANGED2,4232,42300%$233.7K$217.2K-$16.5K2026-10-23
Diversified Trust Co
NEW2,412—+2,412——$216.2K—2026-11-06
CGC Financial Services, LLC
UNCHANGED2,4052,40500%$231.9K$215.6K-$16.4K2026-10-13
Barclays PLC
DECREASED2,4002,495-95-4%$240.6K$215.1K-$25.5K2026-11-06
Pekin Hardy Strauss, Inc.
DECREASED2,3842,463-79-3%$237.5K$213.6K-$23.9K2026-11-02
Compass Financial Group, Inc
DECREASED2,3812,637-256-10%$254.3K$213.4K-$40.9K2026-10-13
Townsend Financial Planning, LLC
INCREASED2,3712,312+59+3%$222.9K$212.5K-$10.4K2026-11-02
Ledyard National Bank
UNCHANGED2,3692,36900%$228.4K$212.3K-$16.1K2026-10-21
RBA Wealth Management, LLC
DECREASED2,3562,544-188-7%$245.4K$211.1K-$34.2K2026-10-28
Latitude Advisors, LLC
NEW2,322—+2,322——$208.1K—2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED2,3142,344-30-1%$226.1K$207.4K-$18.7K2026-11-04
First Citizens Asset Management, Inc.
INCREASED2,3012,245+56+2%$216.5K$206.2K-$10.2K2026-11-06
Old Mission Investment Co LLC
INCREASED2,2952,250+45+2%$217.0K$205.7K-$11.3K2026-10-22
PCG Asset Management, LLC
NEW2,292—+2,292——$205.4K—2026-11-05
Eagle Bluffs Wealth Management LLC
DECREASED2,2852,348-63-3%$226.4K$204.8K-$21.6K2026-10-20
Paulson Wealth Management Inc.
INCREASED2,2742,250+24+1%$217.0K$203.8K-$13.2K2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED2,2632,262+1+0%$218.1K$202.8K-$15.3K2026-10-30
Obsidian CIO, LLC
INCREASED2,2542,241+13+1%$216.1K$202.0K-$14.1K2026-11-05
SC&H Financial Advisors, Inc.
DECREASED2,2502,781-531-19%$268.2K$201.7K-$66.5K2026-10-14
Prospera Capital Management, LLC
INCREASED2,2492,232+17+1%$217.0K$201.6K-$15.5K2026-10-19
Schear Investment Advisers, LLC
NEW2,233—+2,233——$200.2K—2026-10-14
Tempo Wealth, LLC
INCREASED2,2332,218+15+1%$213.9K$200.2K-$13.7K2026-10-14
Capital Advisors, Ltd. LLC
DECREASED2,2312,304-73-3%$222$200-$222026-10-27
Global Trust Asset Management, LLC
DECREASED2,2002,920-720-25%$281.6K$197.2K-$84.4K2026-10-19
Capital Asset Advisory Services LLC
DECREASED2,1762,401-225-9%$231.5K$201.6K-$30.0K2026-10-30
Lodestone Wealth Management LLC
INCREASED2,1662,160+6+0%$208.3K$194.1K-$14.2K2026-10-14
Hilltop National Bank
DECREASED2,1452,160-15-1%$208.3K$192.3K-$16.0K2026-10-14
3 Factor Indexing, LLC
UNCHANGED2,1432,14300%$206.7K$192.1K-$14.6K2026-10-15
Tower Trust & Investment Co
UNCHANGED2,1412,14100%$206.5K$191.9K-$14.6K2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED2,10410,300-8,196-80%$993.2K$188.6K-$804.6K2026-10-07
Dynamic Wealth Strategies, LLC
DECREASED2,0992,143-44-2%$206.6K$188.1K-$18.5K2026-10-16
Marquette Asset Management, LLC
INCREASED2,0001,250+750+60%$120.5K$179.3K+$58.7K2026-10-09
Citizens National Bank Trust Department
UNCHANGED1,9601,96000%$189.0K$175.7K-$13.3K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,8761,87600%$180.9K$168.1K-$12.8K2026-10-27
Center for Financial Planning, Inc.
UNCHANGED1,8691,86900%$180.2K$167.5K-$12.7K2026-10-26
Elyxium Wealth, LLC
NEW1,825—+1,825——$163.6K—2026-10-27
Valued Wealth Advisors LLC
INCREASED1,7971,598+199+12%$154.1K$161.1K+$7.0K2026-11-05
AlphaCentric Advisors LLC
DECREASED1,7782,583-805-31%$249.1K$159.4K-$89.7K2026-11-03
City Holding Co
DECREASED1,7759,024-7,249-80%$870.2K$159.1K-$711.1K2026-10-19
Asset Dedication, LLC
DECREASED1,7543,276-1,522-46%$315.9K$157.2K-$158.7K2026-11-03
Angeles Wealth Management, LLC
INCREASED1,751352+1,399+397%$33.9K$157.0K+$123.0K2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED1,6061,522+84+6%$147.4K$143.2K-$4.2K2026-11-04
Cullen T Bankers, Inc.
DECREASED1,5753,325-1,750-53%$320.6K$141.2K-$179.5K2026-10-28
Armstrong Advisory Group, Inc
INCREASED1,5191,517+2+0%$146.3K$136.1K-$10.1K2026-10-09
Chapman Financial Group, LLC
UNCHANGED1,5081,50800%$145.5K$135.2K-$10.3K2026-10-26
Deutsche Bank Ag\
UNCHANGED1,5001,50000%$144.6K$134.4K-$10.2K2026-11-06
Nova Financial LLC
NEW1,496—+1,496——$134.1K—2026-11-04
Oakworth Capital, Inc.
UNCHANGED1,4831,48300%$143.0K$132.9K-$10.1K2026-10-26
CX Institutional
DECREASED1,4541,481-27-2%$143$130-$132026-10-02
Cape Investment Advisory, Inc.
INCREASED1,4401,434+6+0%$138.2K$129.1K-$9.2K2026-10-13
Bare Financial Services, Inc
UNCHANGED1,4341,43400%$138.3K$128.5K-$9.8K2026-11-04
Elevated Capital Advisors, LLC
DECREASED1,3831,415-32-2%$136.5K$124.0K-$12.5K2026-11-04
First Pacific Financial
INCREASED1,3821,370+12+1%$132.1K$123.9K-$8.2K2026-10-14
Activest Wealth Management
DECREASED1,3701,494-124-8%$144.1K$122.8K-$21.3K2026-10-15
Keystone Financial Group, Inc.
DECREASED1,3601,538-178-12%$148.3K$121.9K-$26.4K2026-10-13
Trust Co of Toledo NA
INCREASED1,3021,297+5+0%$125.1K$116.7K-$8.4K2026-10-16
Vestor Capital, LLC
INCREASED1,285833+452+54%$252$126-$1262026-11-04
Creative Financial Designs Inc
INCREASED1,2801,159+121+10%$111.8K$114.7K+$2.9K2026-11-04
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,2511,25100%$120.6K$112.1K-$8.5K2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED1,2161,100+116+11%$106.1K$109.0K+$2.9K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED1,2101,606-396-25%$154.9K$108.9K-$46.0K2026-10-30
Miller Global Investments, LLC
DECREASED1,1991,203-40%$116.0K$107.5K-$8.5K2026-10-02
Archer Investment Corp
INCREASED1,1781,175+3+0%$113.3K$105.6K-$7.7K2026-11-05
Hanson & Doremus Investment Management
INCREASED1,1591,112+47+4%$107.0K$104-$106.9K2026-10-16
Owl Creek Wealth Partners LLC
UNCHANGED1,1441,14400%$110.3K$102.5K-$7.8K2026-10-20
NBH Bank
UNCHANGED1,1211,12100%$108.1K$100.5K-$7.6K2026-11-05
Atwood & Palmer Inc
UNCHANGED1,1121,11200%$107.2K$99.6K-$7.6K2026-10-08
Sava Infond d.o.o.
UNCHANGED1,1001,10000%$106.1K$98.6K-$7.5K2026-10-28
Hickory Point Bank & Trust
UNCHANGED1,0971,09700%$105.8K$98.3K-$7.5K2026-10-01
Downshift Financial, LLC
DECREASED1,0381,327-289-22%$128.0K$93.0K-$34.9K2026-10-13
Transce3nd, LLC
NEW1,009—+1,009——$92.3K—2026-10-26
Generali Asset Management SPA SGR
UNCHANGED96096000%$92.6K$86.0K-$6.5K2026-10-26
Paladin Partners, LLC
DECREASED9181,481-563-38%$142.8K$82.3K-$60.5K2026-10-06
J.Safra Asset Management Corp
UNCHANGED90090000%$86.8K$80.7K-$6.1K2026-11-03
Washington Trust Advisors, Inc.
DECREASED899929-30-3%$89.6K$80.6K-$9.0K2026-10-22
Hurley Capital, LLC
UNCHANGED89189100%$85.9K$79.9K-$6.1K2026-11-05
Birch Financial Group, LLC
NEW881—+881——$79.0K—2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED88088000%$84.9K$78.9K-$6.0K2026-10-05
Sage Mountain Advisors LLC
UNCHANGED87087000%$83.9K$78.0K-$5.9K2026-11-02
Pacifica Partners Inc.
UNCHANGED85285200%$83.5K$76.0K-$7.5K2026-10-09
Mainstream Capital Management LLC
NEW851—+851——$76.3K—2026-10-23
Realta Investment Advisors
INCREASED837832+5+1%$80.2K$75.0K-$5.2K2026-10-14
Brown, Lisle Ings, Inc.
INCREASED834705+129+18%$68.0K$74.8K+$6.8K2026-10-16
Bell Investment Advisors, Inc
NEW828—+828——$74.2K—2026-10-29
Toth Financial Advisory Corp
UNCHANGED81081000%$78.1K$72.6K-$5.5K2026-10-08
Salomon & Ludwin, LLC
UNCHANGED79679600%$77.1K$71.3K-$5.7K2026-10-29
Rydar Equities, Inc.
NEW795—+795——$70.6K—2026-10-13
Creative Capital Management Investments LLC
UNCHANGED76976900%$74.2K$68.9K-$5.2K2026-10-28
NBZ Investment Advisors LLC
UNCHANGED76076000%$73.3K$68.1K-$5.2K2026-10-30
Nfsg Corp
INCREASED755236+519+220%$22.8K$67.7K+$44.9K2026-10-15
Three Bridge Wealth Advisors, LLC
NEW729—+729——$65.3K—2026-11-05
Triumph Capital Management
UNCHANGED72772700%$70.1K$65.2K-$4.9K2026-10-14
Wealth Analytics Partners, LLC
NEW721—+721——$64.6K—2026-10-19
Portfolio Resources Advisor Group, Inc.
UNCHANGED67767700%$65.3K$60.7K-$4.6K2026-10-20
Kings Path Partners LLC
UNCHANGED67267200%$64.8K$60.2K-$4.6K2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED6351,317-682-52%$127.0K$56.9K-$70.1K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED63063000%$60.8K$56.5K-$4.3K2026-10-30
Albion Financial Group
UNCHANGED62762700%$60.5K$56.2K-$4.3K2026-10-21
EPG Wealth Management LLC
INCREASED620617+3+0%$59.5K$55.6K-$3.9K2026-11-03
Kingdom Financial Group Llc.
DECREASED6162,474-1,858-75%$238.6K$55.2K-$183.3K2026-11-04
Financial Consulate, Inc
DECREASED599616-17-3%$59.4K$53.7K-$5.7K2026-10-23
Aspect Partners, LLC
UNCHANGED59159100%$57.0K$53.0K-$4.0K2026-10-20
4Thought Financial Group Inc.
INCREASED588575+13+2%$55.5K$52.7K-$2.8K2026-11-02
Joseph Group Capital Management
INCREASED586289+297+103%$27.9K$52.5K+$24.7K2026-11-04
Golden State Wealth Management, LLC
DECREASED5761,275-699-55%$123.0K$51.7K-$71.3K2026-11-02
City State Bank
DECREASED576966-390-40%$93.2K$51.6K-$41.5K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED57357300%$55.3K$51.4K-$3.9K2026-10-23
Balentine LLC
INCREASED555272+283+104%$26.2K$49.8K+$23.6K2026-11-03
Fortitude Family Office, LLC
INCREASED547117+430+368%$11.3K$49.0K+$37.7K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED53053000%$51.1K$47.5K-$3.6K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED50950900%$49.1K$45.6K-$3.5K2026-11-03
Armor Investment Advisors, LLC
UNCHANGED50050000%$48.2K$44.8K-$3.4K2026-10-27
Thompson Investment Management, Inc.
UNCHANGED48848800%$47.1K$43.7K-$3.3K2026-10-14
Union Savings Bank
INCREASED483453+30+7%$43.7K$43.3K-$3922026-10-14
GHP Investment Advisors, Inc.
DECREASED479673-194-29%$64.9K$42.9K-$22.0K2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED47047000%$45.3K$42.1K-$3.2K2026-10-13
William Mack & Associates, Inc.
NEW463—+463——$41.5K—2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED46246200%$44.6K$41.4K-$3.1K2026-11-06
Princeton Global Asset Management LLC
INCREASED435433+2+0%$41.7K$39.0K-$2.7K2026-10-21
Laurel Wealth Advisors LLC
NEW434—+434——$38.9K—2026-10-27
Gamma Investing LLC
UNCHANGED42542500%$41.0K$38.1K-$2.9K2026-10-08
Costello Asset Management, Inc
DECREASED415501-86-17%$48.3K$37.2K-$11.1K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED406348+58+17%$34$36+$22026-11-04
Foresight Capital Management Advisors, Inc.
NEW400—+400——$35.9K—2026-10-27
Roxbury Financial LLC
INCREASED395394+1+0%$38.0K$35.4K-$2.5K2026-10-01
Friedenthal Financial
NEW391—+391——$35.0K—2026-10-27
1620 Investment Advisors, Inc.
INCREASED385326+59+18%$31.4K$34.5K+$3.1K2026-11-04
Pflug Koory, LLC
INCREASED380377+3+1%$36.4K$34.0K-$2.3K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED37037000%$35.7K$33.2K-$2.5K2026-10-15
Barnes Dennig Private Wealth Management LLC
UNCHANGED36536500%$35.2K$32.7K-$2.5K2026-10-30
Main Street Group, LTD
DECREASED350600-250-42%$57.9K$31.4K-$26.5K2026-10-28
Pathway Financial Advisers, LLC
NEW335—+335——$30.1K—2026-10-27
Security National Bank
NEW328—+328——$29.4K—2026-10-26
Gen-Wealth Partners Inc
INCREASED324313+11+4%$30.2K$29.0K-$1.2K2026-11-04
Tower View Wealth Management LLC
DECREASED309402-93-23%$38.8K$27.7K-$11.1K2026-10-23
Peterson Wealth Management
INCREASED307304+3+1%$29.3K$27.5K-$1.8K2026-11-06
Tsfg, LLC
UNCHANGED30730700%$30$27-$32026-10-23
Signature Resources Capital Management, LLC
INCREASED304169+135+80%$16.3K$27.2K+$11.0K2026-10-16
Cohalo Advisory LLC
NEW301—+301——$27.0K—2026-10-28
Edgemoor Investment Advisors, Inc.
NEW298—+298——$26.7K—2026-11-03
StrongBox Wealth, LLC
UNCHANGED29029000%$28.0K$26.0K-$2.0K2026-11-02
Networth Advisors, LLC
DECREASED284589-305-52%$56.8K$25.5K-$31.3K2026-11-03
Adirondack Trust Co
DECREASED269273-4-1%$26.3K$24.1K-$2.2K2026-10-14
DeDora Capital, Inc.
NEW262—+262——$23.5K—2026-10-26
Lloyd Advisory Services, Llc.
INCREASED255217+38+18%$20.9K$22.9K+$1.9K2026-11-02
Legacy Bridge, LLC
UNCHANGED24824800%$23.9K$22.2K-$1.7K2026-10-28
Register Financial Advisors LLC
UNCHANGED24124100%$23.2K$21.6K-$1.6K2026-10-23
Highline Wealth Partners LLC
INCREASED238128+110+86%$12.4K$21.3K+$9.0K2026-10-19
Zions Bancorporation, National Association
UNCHANGED23023000%$22.2K$20.6K-$1.6K2026-11-06
Evermay Wealth Management LLC
DECREASED213333-120-36%$32.1K$19.1K-$13.0K2026-11-05
MTM Investment Management, LLC
INCREASED210203+7+3%$19.6K$18.8K-$8182026-10-30
Richardson Capital Management LLC
UNCHANGED20120100%$19.4K$18.0K-$1.4K2026-10-23
UMB Private Wealth Management, LLC
NEW194—+194——$17.4K—2026-10-19
Balance Wealth Partners LLC
NEW190—+190——$17.0K—2026-10-27
Eukles Asset Management
DECREASED185187-2-1%$18.0K$16.6K-$1.5K2026-11-04
Polaris Financial Partners
NEW180—+180——$16—2026-10-02
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED17517500%$17.0K$16-$17.0K2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED17017000%$16$15-$12026-10-13
Fortis Group Advisors, LLC
UNCHANGED16716700%$16.1K$15.0K-$1.1K2026-11-06
Harbor Asset Planning, Inc.
INCREASED165164+1+1%$15.8K$14.8K-$9842026-10-23
Buck Wealth Strategies, LLC
DECREASED162216-54-25%$20.8K$14.5K-$6.3K2026-10-28
Proathlete Wealth Management LLC
INCREASED155153+2+1%$14.8K$13.9K-$9232026-10-15
Mosley Wealth Management
INCREASED153152+1+1%$14.6K$14.0K-$6342026-10-16
Coastline Trust Co
UNCHANGED15015000%$14.5K$13.4K-$1.0K2026-10-01
Dorato Capital Management
UNCHANGED15015000%$14.6K$13.3K-$1.3K2026-10-08
Tradewinds Capital Management, LLC
DECREASED147211-64-30%$20.4K$13.2K-$7.2K2026-10-23
Capital Investment Counsel, Inc
UNCHANGED13013000%$12.5K$11.7K-$8842026-10-20
Next Level Wealth Planning, LLC
NEW126—+126——$11.3K—2026-10-29
Versant Capital Management, Inc
NEW126—+126——$11.3K—2026-10-02
IFS Advisors, LLC
NEW124—+124——$11.1K—2026-10-14
SRH Advisors, LLC
UNCHANGED11811800%$11.4K$10.6K-$8032026-10-22
Planning Strategies Inc.
UNCHANGED10710700%$10.3K$9.6K-$7282026-10-02
Investors Research Corp
INCREASED10335+68+194%$3.4K$9.2K+$5.9K2026-10-07
High Point Wealth Management, LLC
UNCHANGED10010000%$9.6K$9.0K-$6802026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED10010000%$9.6K$9.0K-$6802026-10-28
Winch Advisory Services, LLC
NEW97—+97——$8.7K—2026-11-06
Madden Securities Corp
NEW91—+91——$8.2K—2026-10-27
Godsey & Gibb, Inc
DECREASED91291-200-69%$28.1K$8.2K-$19.9K2026-10-14
Evolution Wealth Management Inc.
DECREASED85271-186-69%$26.1K$7.6K-$18.5K2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED838300%$8.0K$7.4K-$5652026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED838300%$8.0K$7.4K-$5652026-10-15
Monetary Solutions, Ltd
UNCHANGED757500%$7.2K$6.7K-$5102026-10-22
High Note Wealth, LLC
DECREASED67151-84-56%$14.6K$6.0K-$8.6K2026-10-27
Prudent Man Investment Management, Inc.
INCREASED676+61+1017%$531$6.0K+$5.5K2026-11-03
Key Capital Management, Inc
INCREASED6751+16+31%$4.9K$6.0K+$1.1K2026-11-03
IAG Wealth Partners, LLC
UNCHANGED626200%$6.0K$5.6K-$4222026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED585800%$5.6K$5.2K-$3942026-10-30
Winthrop Capital Management, LLC
UNCHANGED575700%$5$5.1K+$5.1K2026-11-05
Townsend Asset Management Corp
UNCHANGED575700%$5.5K$5.1K-$3882026-10-29
POM Investment Strategies, LLC
INCREASED4743+4+9%$4.2K$4.2K+$92026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED424200%$4.1K$3.8K-$2882026-10-28
Concord Wealth Partners
UNCHANGED404000%$3.8K$3.6K-$2402026-11-02
SJS Investment Consulting Inc.
NEW33—+33——$3.0K—2026-10-26
Community Financial Services Group, LLC
UNCHANGED333300%$3.2K$2.9K-$2522026-10-15
Ascentis Wealth Management, LLC
UNCHANGED323200%$3.1K$2.9K-$2172026-11-03
Hughes Financial Services, LLC
UNCHANGED313100%$3.0K$2.9K-$792026-10-30
Eastern Bank
DECREASED2240-18-45%$3.9K$2.0K-$1.9K2026-10-05
Financial Management Professionals, Inc.
INCREASED2221+1+5%$2.0K$2.0K-$532026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED212100%$2.1K$1.9K-$1282026-11-05
Bullock Wealth Management Group
UNCHANGED191900%$1.9K$1.7K-$1332026-10-09
Ares Financial Consulting, LLC
UNCHANGED181800%$1.7K$1.6K-$1082026-10-19
Fairscale Capital, LLC
UNCHANGED181800%$1.7K$1.7K-$452026-11-04
Signature Equity Partners, LLC
UNCHANGED181800%$1.7K$1.6K-$1162026-10-29
Navigoe, LLC
UNCHANGED151500%$1$1$02026-11-04
Lynch Investment Planning, LLC
NEW13—+13——$1.2K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED121200%$1.2K$1.1K-$812026-10-06
Quaker Wealth Management, LLC
UNCHANGED7700%$676$628-$482026-10-22
Addison Advisors LLC
UNCHANGED5500%$455$427-$282026-11-06
Viewpoint Capital Management LLC
NEW3—+3——$269—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2195-193-99%$18.9K$179-$18.7K2026-10-14
Archvest Wealth Advisors, Inc.
CLOSED0121,526-121,526-100%$11.7M$0-$11.7M2026-10-29
One Degree Advisors Inc
CLOSED059,074-59,074-100%$5.7M$0-$5.7M2026-11-06
FDx Advisors, Inc.
CLOSED037,047-37,047-100%$3.6M$0-$3.6M2026-11-05
111 Capital
CLOSED033,560-33,560-100%$3.2M$0-$3.2M2026-11-03
Cedar Point Capital Partners, LLC
CLOSED018,379-18,379-100%$1.8M$0-$1.8M2026-10-29
Newport Capital Group, LLC
CLOSED016,794-16,794-100%$1.6M$0-$1.6M2026-10-16
Retirement Financial Solutions, LLC
CLOSED015,263-15,263-100%$1.5M$0-$1.5M2026-10-20
Curran Financial Partners, LLC
CLOSED011,710-11,710-100%$1.1M$0-$1.1M2026-11-04
Harpswell Capital Advisors, LLC
CLOSED06,980-6,980-100%$673.1K$0-$673.1K2026-10-09
Y-Intercept (Hong Kong) Ltd
CLOSED05,649-5,649-100%$544.7K$0-$544.7K2026-10-16
Juncture Wealth Strategies, LLC
CLOSED05,636-5,636-100%$543.5K$0-$543.5K2026-10-06
BlueSky Wealth Advisors, LLC
CLOSED05,503-5,503-100%$530.7K$0-$530.7K2026-10-29
Smith Partners Wealth Management, LLC
CLOSED05,360-5,360-100%$516.8K$0-$516.8K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED04,656-4,656-100%$449.0K$0-$449.0K2026-10-27
Equity Wealth Partners, LLC
CLOSED04,196-4,196-100%$404.6K$0-$404.6K2026-10-26
Wellington Shields Capital Management, LLC
CLOSED03,767-3,767-100%$363.2K$0-$363.2K2026-11-03
Capital Square, LLC
CLOSED03,272-3,272-100%$318.5K$0-$318.5K2026-10-19
Sjbenen Advisory, LLC
CLOSED03,200-3,200-100%$309.7K$0-$309.7K2026-10-19
Iowa State Bank
CLOSED03,168-3,168-100%$305.5K$0-$305.5K2026-10-06
Deroy & Devereaux Private Investment Counsel Inc
CLOSED03,100-3,100-100%$299.0K$0-$299.0K2026-10-26
Winter & Associates, Inc.
CLOSED02,910-2,910-100%$280.6K$0-$280.6K2026-10-23
AUA Capital Management, LLC
CLOSED02,845-2,845-100%$274.3K$0-$274.3K2026-10-15
Ethic Inc.
CLOSED02,796-2,796-100%$269.6K$0-$269.6K2026-11-03
Scarborough Advisors, LLC
CLOSED02,585-2,585-100%$254.6K$0-$254.6K2026-10-16
Level Financial Advisors
CLOSED02,531-2,531-100%$244.0K$0-$244.0K2026-10-13
Patten Group, Inc.
CLOSED02,460-2,460-100%$237.2K$0-$237.2K2026-10-26
Onyx Bridge Wealth Group LLC
CLOSED02,428-2,428-100%$234.1K$0-$234.1K2026-10-16
Gibbs Wealth Management
CLOSED02,355-2,355-100%$227.1K$0-$227.1K2026-10-22
Sensible Money, LLC
CLOSED02,304-2,304-100%$222.2K$0-$222.2K2026-10-20
Chapin Davis, Inc.
CLOSED02,272-2,272-100%$219.1K$0-$219.1K2026-10-09
ASL Financial, LLC
CLOSED02,216-2,216-100%$213.7K$0-$213.7K2026-10-15
Lauterbach Financial Advisors, LLC
CLOSED02,204-2,204-100%$212.6K$0-$212.6K2026-10-21
Mycio Wealth Partners, LLC
CLOSED02,200-2,200-100%$212.1K$0-$212.1K2026-11-04
Legacy Private Trust Co.
CLOSED02,190-2,190-100%$211.2K$0-$211.2K2026-10-06
W.H. Cornerstone Investments Inc.
CLOSED02,186-2,186-100%$210.8K$0-$210.8K2026-11-03
Carolina Wealth Management Inc
CLOSED02,160-2,160-100%$208.3K$0-$208.3K2026-10-29
Legacy Financial Strategies, LLC
CLOSED02,149-2,149-100%$207.2K$0-$207.2K2026-10-15
Ironwood Financial, llc
CLOSED02,146-2,146-100%$209.9K$0-$209.9K2026-10-20
Approach Retirement Advisors, LLC
CLOSED02,137-2,137-100%$206.1K$0-$206.1K2026-10-22
Cottage Street Advisors LLC
CLOSED02,132-2,132-100%$205.6K$0-$205.6K2026-10-19
Hegarty Advisors, LLC
CLOSED02,123-2,123-100%$204.8K$0-$204.8K2026-10-20
Moss Adams Wealth Advisors LLC
CLOSED02,118-2,118-100%$204.3K$0-$204.3K2026-10-28
Cidel Asset Management Inc
CLOSED02,112-2,112-100%$203.7K$0-$203.7K2026-10-29
PFG Advisors
CLOSED02,100-2,100-100%$202.5K$0-$202.5K2026-10-16
Ballast Rock Private Wealth LLC
CLOSED02,097-2,097-100%$202.2K$0-$202.2K2026-10-26
WealthCare Investment Partners, LLC
CLOSED02,080-2,080-100%$200.5K$0-$200.5K2026-11-05
Cornerstone Planning Group LLC
CLOSED01,486-1,486-100%$147.1K$0-$147.1K2026-10-16
Atlatl Advisers LLC
CLOSED01,320-1,320-100%$127.3K$0-$127.3K2026-10-22
GFS Advisors, LLC
CLOSED01,235-1,235-100%$3.4M$0-$3.4M2026-11-03
BankPlus Trust Department
CLOSED0640-640-100%$61.7K$0-$61.7K2026-11-06
Islay Capital Management, LLC
CLOSED0491-491-100%$47.3K$0-$47.3K2026-10-20
Founders Capital Management
CLOSED0400-400-100%$38.6K$0-$38.6K2026-10-13
Point Nemo Capital, LLC
CLOSED0400-400-100%$38.6K$0-$38.6K2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED0380-380-100%$36.6K$0-$36.6K2026-11-04
LifeSteps Financial, Inc.
CLOSED0367-367-100%$35.4K$0-$35.4K2026-10-15
Kennebec Savings Bank
CLOSED0284-284-100%$27.4K$0-$27.4K2026-10-22
Sterling Capital Management LLC
CLOSED0272-272-100%$26.2K$0-$26.2K2026-10-22
Gleason Group, Inc.
CLOSED082-82-100%$7.9K$0-$7.9K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED072-72-100%$6.9K$0-$6.9K2026-10-26
Robinswood Financial LLC
CLOSED056-56-100%$5.5K$0-$5.5K2026-10-20
Reicon Wealth Advisors, LLC
CLOSED051-51-100%$4.9K$0-$4.9K2026-11-04
Hager Investment Management Services, LLC
CLOSED050-50-100%$4.8K$0-$4.8K2026-11-04
GoalVest Advisory LLC
CLOSED050-50-100%$4.8K$0-$4.8K2026-10-02
Financial Network Wealth Advisors LLC
CLOSED037-37-100%$3.6K$0-$3.6K2026-10-28
Gill Capital Partners, LLC
CLOSED029-29-100%$2.8K$0-$2.8K2026-10-13
Evolution Advisers, Inc.
CLOSED020-20-100%$1$0-$12026-11-06
Mountain Hill Investment Partners Corp.
CLOSED011-11-100%$1.1K$0-$1.1K2026-10-23
Hoey Investments, Inc
CLOSED09-9-100%$868$0-$8682026-10-29
NorthAvenue LLC
CLOSED03-3-100%$290$0-$2902026-10-29
Legacies Wealth LLC
CLOSED01-1-100%$53$0-$532026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$204.1K$238.7K+$34.5K2026-10-29
Empower Advisory Group, LLC
N/A—17,590,235-17,590,235-100%$1.7B———
Northwestern Mutual Wealth Management Co
N/A—16,949,846-16,949,846-100%$1.6B———
Wealthfront Advisers LLC
N/A—10,163,867-10,163,867-100%$980.1M———
Bank of America Corp
N/A—9,829,110-9,829,110-100%$947.8M———
Morgan Stanley
N/A—9,292,120-9,292,120-100%$896.0M———
JPMorgan Chase & Co
N/A—7,569,539-7,569,539-100%$743.0M———
Prudential Financial Inc
N/A—4,918,706-4,918,706-100%$474.3M———
Wells Fargo & Company
N/A—3,989,579-3,989,579-100%$384.7M———
Financial Engines Advisors L.L.C.
N/A—3,358,164-3,358,164-100%$323.8M———
Cetera Investment Advisers
N/A—2,439,239-2,439,239-100%$235.2M———
Pure Financial Advisors, LLC
N/A—2,286,335-2,286,335-100%$220.5M———
Mariner, LLC
N/A—2,222,799-2,222,799-100%$214.4M———
Envestnet Asset Management Inc
N/A—2,209,295-2,209,295-100%$213.0M———
State of Tennessee, Department of Treasury
N/A—2,181,157-2,181,157-100%$210.3M———
Goldman Sachs Group Inc
N/A—1,765,974-1,765,974-100%$170.3M———
Sand Hill Global Advisors, LLC
N/A—1,754,412-1,754,412-100%$169.2M———
Ballentine Partners, LLC
N/A—1,609,924-1,609,924-100%$155.2M———
Royal Bank of Canada
N/A—1,591,558-1,591,558-100%$153.5M———
UBS Group AG
N/A—1,506,577-1,506,577-100%$145.3M———
Ameriprise Financial Inc
N/A—1,502,969-1,502,969-100%$144.9M———
Price T Rowe Associates Inc
N/A—1,300,407-1,300,407-100%$125.4M———
Raymond James Financial Inc
N/A—1,259,888-1,259,888-100%$121.5M———
Manufacturers Life Insurance Company, the
N/A—1,059,730-1,059,730-100%$102.2M———
SBI Okasan Asset Management Co.Ltd.
N/A—853,650-853,650-100%$83.8M———
Bank of Montreal
N/A—842,116-842,116-100%$81.2M———
Glenmede Trust Co NA
N/A—775,853-775,853-100%$74.8M———
Cerity Partners LLC
N/A—771,016-771,016-100%$74.4M———
HighTower Advisors, LLC
N/A—741,178-741,178-100%$71.5M———
Pathstone Holdings, LLC
N/A—726,100-726,100-100%$70.0M———
Stifel Financial Corp
N/A—718,232-718,232-100%$69.3M———
Osaic Holdings, Inc.
N/A—710,144-710,144-100%$68.5M———
Sumitomo Life Insurance Co
N/A—671,894-671,894-100%$64.8M———
United Capital Financial Advisors, LLC
N/A—584,158-584,158-100%$56.3M———
State Street Corp
N/A—524,486-524,486-100%$50.6M———
D. E. Shaw & Co., Inc.
N/A—523,931-523,931-100%$50.5M———
Rockefeller Capital Management L.P.
N/A—519,210-519,210-100%$50.1M———
Peapack Gladstone Financial Corp
N/A—490,211-490,211-100%$47.3M———
SCS Capital Management LLC
N/A—473,126-473,126-100%$45.6M———
MAI Capital Management
N/A—471,382-471,382-100%$45.5M———
Moneta Group Investment Advisors LLC
N/A—470,354-470,354-100%$45.4M———
Osborne Partners Capital Management, LLC
N/A—464,333-464,333-100%$44.8M———
Passive Capital Management, Llc.
N/A—433,672-433,672-100%$38.4M———
M&T Bank Corp
N/A—429,929-429,929-100%$41.5M———
Nuveen, LLC
N/A—427,805-427,805-100%$41.3M———
Captrust Financial Advisors
N/A—425,480-425,480-100%$41.0M———
Pgim Custom Harvest LLC
N/A—424,203-424,203-100%$40.9M———
Baird Financial Group, Inc.
N/A—414,149-414,149-100%$39.9M———
SEI Investments Co
N/A—399,883-399,883-100%$38.6M———
Empowered Funds, LLC
N/A—399,081-399,081-100%$38.5M———
Focus Partners Wealth
N/A—368,036-368,036-100%$35.5M———
Chandler Asset Management, Inc.
N/A—352,018-352,018-100%$33.9M———
Ameritas Advisory Services, LLC
N/A—342,483-342,483-100%$33.0M———
Comprehensive Financial Management LLC
N/A—328,338-328,338-100%$31.7M———
Elm Partners Management LLC
N/A—323,939-323,939-100%$31.2M———
HHM Wealth Advisors, LLC
N/A—318,158-318,158-100%$30.7M———
1832 Asset Management L.P.
N/A—315,651-315,651-100%$30.4M———
Foster & Motley Inc
N/A—312,740-312,740-100%$30.2M———
Steward Partners Investment Advisory, LLC
N/A—309,861-309,861-100%$29.9M———
First Financial Bankshares Inc
N/A—302,072-302,072-100%$29.1M———
Becker Capital Management Inc
N/A—301,372-301,372-100%$29.1M———
Beacon Pointe Advisors, LLC
N/A—295,599-295,599-100%$28.5M———
Man Group plc
N/A—282,369-282,369-100%$27.2M———
Two Sigma Investments, LP
N/A—280,100-280,100-100%$27.0M———
Mercer Global Advisors Inc
N/A—274,051-274,051-100%$26.4M———
FMR LLC
N/A—263,601-263,601-100%$25.4M———
Roble, Belko & Company, Inc
N/A—257,749-257,749-100%$24.9M———
JMG Financial Group, Ltd.
N/A—254,989-254,989-100%$24.6M———
B & T Capital Management DBA Alpha Capital Management
N/A—243,879-243,879-100%$23.5M———
Swan Capital LLC
N/A—230,437-230,437-100%$22.2M———
Wealthspire Advisors, LLC
N/A—224,731-224,731-100%$21.7M———
CreativeOne Wealth, LLC
N/A—222,806-222,806-100%$21.5M———
Fairfield University
N/A—217,653-217,653-100%$21.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—214,880-214,880-100%$20.7M———
Tobias Financial Advisors, Inc.
N/A—190,223-190,223-100%$18.3M———
Focus Partners Advisor Solutions, LLC
N/A—186,201-186,201-100%$18.0M———
CIBC Bancorp USA Inc.
N/A—184,011-184,011-100%$17.7M———
Conservest Capital Advisors, Inc.
N/A—182,572-182,572-100%$17.6M———
MML Investors Services, LLC
N/A—177,418-177,418-100%$17.1M———
Renaissance Technologies LLC
N/A—174,467-174,467-100%$16.8M———
Commerce Bank
N/A—168,401-168,401-100%$16.2M———
JDM Financial Group LLC
N/A—163,751-163,751-100%$11.0M———
LRI Investments, LLC
N/A—163,496-163,496-100%$15.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—160,000-160,000-100%$15.4M———
BlackRock, Inc.
N/A—159,738-159,738-100%$15.4M———
University of Illinois Foundation
N/A—159,230-159,230-100%$15.4M———
Ameritas Investment Partners, Inc.
N/A—154,317-154,317-100%$14.9M———
Navalign, LLC
N/A—153,717-153,717-100%$14.8M———
Alliancebernstein L.P.
N/A—152,846-152,846-100%$13.6M———
TFO Wealth Partners, LLC
N/A—148,271-148,271-100%$14.3M———
Cordant, Inc.
N/A—145,779-145,779-100%$14.1M———
Private Wealth Asset Management, LLC
N/A—145,492-145,492-100%$14.0M———
Partners Capital Investment Group, LLP
N/A—143,539-143,539-100%$13.8M———
Van Eck Associates Corp
N/A—141,261-141,261-100%$13.6M———
Bard Associates Inc
N/A—139,298-139,298-100%$13.4M———
Blair William & Co
N/A—131,992-131,992-100%$12.7M———
Brown Advisory Inc
N/A—131,842-131,842-100%$12.7M———
Hudson Bay Capital Management LP
N/A—130,000-130,000-100%$12.5M———
Adaptive Financial Consulting, LLC
N/A—129,548-129,548-100%$12.5M———
Nwam LLC
N/A—123,491-123,491-100%$11.9M———
Cardiff Park Advisors, LLC
N/A—123,030-123,030-100%$11.9M———
Summit Financial, LLC
N/A—119,408-119,408-100%$11.5M———
Johnson Financial Group, Inc.
N/A—117,946-117,946-100%$11.4M———
TrueWealth Financial Partners
N/A—116,270-116,270-100%$11.2M———
Riverpoint Wealth Management Holdings, LLC
N/A—116,267-116,267-100%$11.2M———
Omnia Family Wealth, LLC
N/A—113,260-113,260-100%$10.9M———
Ancora Advisors LLCA
N/A—111,254-111,254-100%$10.7M———
Stephens Inc
N/A—110,974-110,974-100%$10.7M———
NorthRock Partners, LLC
N/A—109,713-109,713-100%$10.6M———
Wealth Alliance, LLC
N/A—108,862-108,862-100%$10.5M———
Modern Wealth Management, LLC
N/A—108,533-108,533-100%$10.5M———
Envestnet Portfolio Solutions, Inc.
N/A—108,270-108,270-100%$10.4M———
Checchi Capital Advisers, LLC
N/A—107,222-107,222-100%$10.3M———
Sequoia Financial Advisors, LLC
N/A—103,610-103,610-100%$10.0M———
Weiss Asset Management LP
N/A—103,000-103,000-100%$9.9M———
Pack Private Wealth, LLC
N/A—100,455-100,455-100%$9.7M———
NewEdge Advisors, LLC
N/A—99,833-99,833-100%$9.6M———
Wescap Management Group, Inc.
N/A—99,373-99,373-100%$9.6M———
Victory Capital Management Inc
N/A—99,002-99,002-100%$9.5M———
Waverly Advisors, LLC
N/A—98,701-98,701-100%$9.5M———
Callan Family Office, LLC
N/A—97,711-97,711-100%$9.4M———
Northern Trust Corp
N/A—95,452-95,452-100%$9.2M———
Cambridge Associates LLC
N/A—94,533-94,533-100%$9.1M———
Arkadios Wealth Advisors
N/A—92,135-92,135-100%$8.9M———
Huntington National Bank
N/A—91,976-91,976-100%$8.9M———
BNP Paribas Financial Markets
N/A—91,867-91,867-100%$8.9M———
Jones Financial Companies Lllp
N/A—90,487-90,487-100%$8.9M———
Pinnacle Financial Partners, Inc.
N/A—89,724-89,724-100%$8.7M———
Stratos Wealth Partners, Ltd.
N/A—89,198-89,198-100%$8.6M———
Franklin Resources Inc
N/A—89,094-89,094-100%$8.6M———
Lbmc Investment Advisors, LLC
N/A—88,993-88,993-100%$8.6M———
Private Advisor Group, LLC
N/A—87,314-87,314-100%$8.4M———
Silver Coast Investments LLC
N/A—86,197-86,197-100%$8.3M———
WealthCollab, LLC
N/A—85,799-85,799-100%$8.3M———
Financial Advisors Network, Inc.
N/A—84,755-84,755-100%$8.2M———
United Bank
N/A—84,748-84,748-100%$8.2M———
Tide Cove Capital Partners LLC
N/A—83,481-83,481-100%$8.3M———
Campion Asset Management
N/A—83,062-83,062-100%$8.0M———
Betterment LLC
N/A—82,417-82,417-100%$7.9M———
Janney Montgomery Scott LLC
N/A—82,063-82,063-100%$7.9M———
SG Americas Securities, LLC
N/A—80,391-80,391-100%$7.8M———
Regal Investment Advisors LLC
N/A—75,666-75,666-100%$7.3M———
Integrated Wealth Concepts LLC
N/A—74,680-74,680-100%$7.2M———
Sanctuary Advisors, LLC
N/A—72,802-72,802-100%$7.0M———
American Investment Services, Inc.
N/A—71,580-71,580-100%$6.9M———
Peak Retirement Planning, Inc.
N/A—71,525-71,525-100%$6.9M———
Proficio Capital Partners LLC
N/A—71,310-71,310-100%$6.9M———
Freestone Capital Holdings, LLC
N/A—71,291-71,291-100%$6.9M———
Coldstream Capital Management Inc
N/A—70,347-70,347-100%$6.8M———
Financial Alternatives, Inc
N/A—70,071-70,071-100%$6.8M———
Arax Advisory Partners
N/A—70,043-70,043-100%$6.8M———
Cliffwater LLC
N/A—69,923-69,923-100%$6.7M———
Gallagher Fiduciary Advisors, LLC
N/A—69,532-69,532-100%$6.7M———
Cresset Asset Management, LLC
N/A—69,198-69,198-100%$6.7M———
BNP Paribas Asset Management Holding S.A.
N/A—68,516-68,516-100%$6.6M———
Millennium Management LLC
N/A—65,045-65,045-100%$6.3M———
Allie Family Office LLC
N/A—65,026-65,026-100%$6.3M———
Hancock Whitney Corp
N/A—65,019-65,019-100%$6.3M———
VeraBank, N.A.
N/A—64,350-64,350-100%$6.2M———
Note Advisors, LLC
N/A—61,419-61,419-100%$5.9M———
Red Wave Investments LLC
N/A—61,327-61,327-100%$5.9M———
Kingsview Wealth Management, LLC
N/A—61,102-61,102-100%$5.9M———
Fiduciary Trust Co
N/A—60,656-60,656-100%$5.8M———
Whittier Trust Co
N/A—60,258-60,258-100%$5.9M———
Crewe Advisors LLC
N/A—58,758-58,758-100%$5.7M———
UBS Asset Management Americas LLC
N/A—58,661-58,661-100%$5.7M———
Three Bearings Fiduciary Advisors, Inc.
N/A—57,804-57,804-100%$5.6M———
Unconventional Investor, LLC
N/A—57,533-57,533-100%$5.5M———
&partners
N/A—57,079-57,079-100%$5.5M———
World Investment Advisors
N/A—56,540-56,540-100%$5.1M———
Monograph Wealth Advisors, LLC
N/A—56,244-56,244-100%$5.4M———
Cavalier Investments, LLC
N/A—56,240-56,240-100%$5.4M———
Advisory Services Network, LLC
N/A—55,163-55,163-100%$5.3M———
Northwest Quadrant Wealth Management, LLC
N/A—53,782-53,782-100%$5.2M———
Balanced Wealth Group LLC
N/A—52,980-52,980-100%$5.1M———
Quantinno Capital Management LP
N/A—52,860-52,860-100%$5.1M———
Pine Ridge Advisers LLC
N/A—52,639-52,639-100%$5.1M———
Consolidated Portfolio Review Corp
N/A—52,639-52,639-100%$5.1M———
Keel Point, LLC
N/A—51,627-51,627-100%$5.0M———
AE Wealth Management LLC
N/A—50,870-50,870-100%$4.9M———
CIBC World Market Inc.
N/A—47,476-47,476-100%$4.6M———
Nalls Sherbakoff Group, LLC
N/A—47,193-47,193-100%$4.6M———
Voya Financial Advisors, Inc.
N/A—47,161-47,161-100%$4.6M———
Vestcor Inc
N/A—46,915-46,915-100%$4.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46,512-46,512-100%$4.5M———
Payne Capital Management, LLC
N/A—46,244-46,244-100%$4.5M———
Fairview Capital Investment Management, LLC
N/A—45,153-45,153-100%$4.4M———
Fort Point Capital Partners LLC
N/A—44,305-44,305-100%$4.3M———
Disciplined Investments, LLC
N/A—44,281-44,281-100%$4.3M———
Tower Research Capital LLC (TRC)
N/A—42,341-42,341-100%$4.1M———
IF Advisors, LLC
N/A—41,960-41,960-100%$4.0M———
First Foundation Advisors
N/A—41,597-41,597-100%$4.0M———
Common Fund for Nonprofit Organizations
N/A—41,481-41,481-100%$4.0M———
Keewaydin Investments LLC
N/A—40,985-40,985-100%$4.0M———
Finhabits Advisors LLC
N/A—40,782-40,782-100%$3.9M———
BFC Planning, Inc.
N/A—40,778-40,778-100%$3.9M———
Proffitt & Goodson Inc
N/A—39,956-39,956-100%$3.9M———
BTG Pactual Asset Management US LLC
N/A—39,582-39,582-100%$3.8M———
HSBC Holdings PLC
N/A—39,560-39,560-100%$3.8M———
Tradition Wealth Management, LLC
N/A—39,541-39,541-100%$3.8M———
Zhang Financial LLC
N/A—39,319-39,319-100%$3.8M———
Group One Trading LLC
N/A—39,050-39,050-100%$3.8M———
South Dakota Investment Council
N/A—38,780-38,780-100%$3.7M———
Neuberger Berman Group LLC
N/A—38,603-38,603-100%$3.7M———
Point72 Asset Management, L.P.
N/A—38,396-38,396-100%$3.7M———
Vestmark Advisory Solutions, Inc.
N/A—38,192-38,192-100%$3.7M———
Addison Capital Co
N/A—38,121-38,121-100%$3.7M———
Toronto Dominion Bank
N/A—37,265-37,265-100%$3.6M———
Susquehanna International Group, LLP
N/A—37,041-37,041-100%$3.6M———
Texas Yale Capital Corp.
N/A—36,955-36,955-100%$3.6M———
Tranquilli Financial Advisor LLC
N/A—36,744-36,744-100%$3.5M———
Truepoint, Inc.
N/A—36,673-36,673-100%$3.5M———
Manhattan West Asset Management, LLC
N/A—35,934-35,934-100%$3.5M———
Global Retirement Partners, LLC
N/A—35,557-35,557-100%$3.4M———
OneAscent Financial Services LLC
N/A—35,230-35,230-100%$3.4M———
Cascade Financial Partners, LLC
N/A—34,731-34,731-100%$3.3M———
Obsido Oy
N/A—34,260-34,260-100%$3.3M———
Prosperity Bancshares Inc
N/A—34,160-34,160-100%$3.3M———
Two Sigma Securities, LLC
N/A—33,940-33,940-100%$3.3M———
Destination Wealth Management
N/A—33,906-33,906-100%$3.3M———
Houlihan Financial Resource Group, Ltd.
N/A—33,493-33,493-100%$3.2M———
Bleakley Financial Group, LLC
N/A—33,187-33,187-100%$3.2M———
Asset Management Group, Inc.
N/A—33,017-33,017-100%$3.2M———
Anchor Investment Management, LLC
N/A—32,878-32,878-100%$3.2M———
Nest Investments, LLC
N/A—32,353-32,353-100%$3.1M———
NewEdge Wealth, LLC
N/A—32,155-32,155-100%$3.1M———
Virtu Financial LLC
N/A—32,110-32,110-100%$3.1M———
Faithward Advisors, LLC
N/A—31,817-31,817-100%$3.1M———
EP Wealth Advisors, LLC
N/A—31,771-31,771-100%$3.1M———
Webster Bank, N. A.
N/A—31,500-31,500-100%$3.0M———
Atlas Legacy Advisors, LLC
N/A—31,306-31,306-100%$3.0M———
Impact Partnership Wealth, LLC
N/A—31,306-31,306-100%$3.0M———
Cohen & Steers, Inc.
N/A—31,018-31,018-100%$3.0M———
ArchPoint Investors
N/A—30,522-30,522-100%$2.9M———
Whittier Trust Co of Nevada Inc
N/A—30,485-30,485-100%$3.0M———
Boston Family Office LLC
N/A—29,824-29,824-100%$2.9M———
Broadview Financial Management, LLC
N/A—29,528-29,528-100%$2.8M———
Clark Capital Management Group, Inc.
N/A—29,500-29,500-100%$2.8M———
Richmond Brothers, Inc.
N/A—28,796-28,796-100%$2.8M———
Carter Financial, LLC
N/A—28,749-28,749-100%$2.8M———
BTC Capital Management, Inc.
N/A—28,609-28,609-100%$2.8M———
Harbour Investments, Inc.
N/A—28,418-28,418-100%$2.7M———
Continuum Advisory, LLC
N/A—28,218-28,218-100%$2.7M———
Arete Wealth Advisors, LLC
N/A—28,080-28,080-100%$2.7M———
AQR Capital Management LLC
N/A—27,920-27,920-100%$2.7M———
Capital Group Private Client Services, Inc.
N/A—27,851-27,851-100%$2.7M———
Talon Private Wealth, LLC
N/A—27,226-27,226-100%$2.6M———
One Capital Management, LLC
N/A—26,785-26,785-100%$2.4M———
Cahill Financial Advisors Inc
N/A—25,939-25,939-100%$2.5M———
Johnson Investment Counsel Inc
N/A—25,919-25,919-100%$2.5M———
Savvy Advisors, Inc.
N/A—25,838-25,838-100%$2.5M———
Rialto Wealth Management, LLC
N/A—25,505-25,505-100%$2.5M———
Geneos Wealth Management Inc.
N/A—25,250-25,250-100%$2.4M———
Stelac Advisory Services LLC
N/A—25,100-25,100-100%$2.4M———
Manning & Napier Advisors LLC
N/A—24,866-24,866-100%$2.4M———
IEQ Capital, LLC
N/A—24,751-24,751-100%$2.4M———
Prime Buchholz LLC
N/A—24,676-24,676-100%$2.4M———
ST Germain D J Co Inc
N/A—24,660-24,660-100%$2.4M———
OneDigital Investment Advisors LLC
N/A—24,630-24,630-100%$2.4M———
Composition Wealth, LLC
N/A—24,529-24,529-100%$2.4M———
Shepherd Kaplan Krochuk, LLC
N/A—24,511-24,511-100%$2.4M———
Bessemer Group Inc
N/A—24,413-24,413-100%$2.3M———
RWA Wealth Partners, LLC
N/A—24,331-24,331-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—23,908-23,908-100%$2.3M———
Bellwether Advisors, LLC
N/A—23,453-23,453-100%$2.3M———
Investment Advisory Group, LLC
N/A—23,078-23,078-100%$2.2M———
Verity Wealth Advisors
N/A—23,020-23,020-100%$2.2M———
Johnson Wealth Management, LLC
N/A—22,815-22,815-100%$2.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—21,795-21,795-100%$2.1M———
Hansen & Associates Financial Group, Inc.
N/A—21,413-21,413-100%$2.1M———
Roundview Capital LLC
N/A—21,361-21,361-100%$2.1M———
Dunhill Financial, LLC
N/A—21,320-21,320-100%$2.1M———
Dakota Wealth Management
N/A—21,215-21,215-100%$2.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—21,000-21,000-100%$2.0M———
Hall Capital Management Co Inc
N/A—20,987-20,987-100%$2.0M———
First National Bank of Omaha
N/A—20,692-20,692-100%$2.0M———
Orion Capital Management LLC
N/A—20,524-20,524-100%$2.0M———
Verition Fund Management LLC
N/A—20,434-20,434-100%$2.0M———
Centaurus Financial, Inc.
N/A—20,240-20,240-100%$2.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—20,118-20,118-100%$1.9M———
Petix & Botte Co
N/A—19,940-19,940-100%$1.9M———
Smithfield Trust Co
N/A—19,929-19,929-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—19,701-19,701-100%$1.9M———
Field & Main Bank
N/A—19,524-19,524-100%$1.9M———
Federation des caisses Desjardins du Quebec
N/A—19,479-19,479-100%$1.9M———
Equitable Holdings, Inc.
N/A—19,284-19,284-100%$1.9M———
Natixis Advisors, LLC
N/A—18,950-18,950-100%$1.8M———
Palisades Hudson Asset Management, L.P.
N/A—18,782-18,782-100%$1.8M———
Simmons Bank
N/A—18,711-18,711-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—18,613-18,613-100%$1.8M———
Tiaa Trust, National Association
N/A—18,298-18,298-100%$1.8M———
Medallion Wealth Advisors, LLC
N/A—18,115-18,115-100%$1.7M———
Kirtland Hills Capital Management, LLC
N/A—17,470-17,470-100%$1.7M———
Western Wealth Management, LLC
N/A—17,421-17,421-100%$1.7M———
QRG Capital Management, Inc.
N/A—17,403-17,403-100%$1.7M———
Mount Lucas Management LP
N/A—17,385-17,385-100%$1.7M———
Novak & Powell Financial Services, Inc.
N/A—17,316-17,316-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—17,121-17,121-100%$1.7M———
Sierra Capital LLC
N/A—17,114-17,114-100%$1.7M———
Aptus Capital Advisors, LLC
N/A—16,977-16,977-100%$1.6M———
Jaffetilchin Investment Partners, LLC
N/A—16,833-16,833-100%$1.6M———
Waterford Advisors, LLC
N/A—16,744-16,744-100%$1.6M———
Leavell Investment Management, Inc.
N/A—16,608-16,608-100%$1.6M———
Choate Investment Advisors
N/A—16,519-16,519-100%$1.6M———
Rockbridge Investment Management, LCC
N/A—16,371-16,371-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—16,121-16,121-100%$1.6M———
MetLife Investment Management, LLC
N/A—16,100-16,100-100%$1.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—15,803-15,803-100%$1.5M———
Rothschild Investment LLC
N/A—15,799-15,799-100%$1.5M———
Qube Research & Technologies Ltd
N/A—15,650-15,650-100%$1.5M———
Yakira Capital Management, Inc.
N/A—15,598-15,598-100%$1.5M———
Hershey Financial Advisers, LLC
N/A—15,526-15,526-100%$1.5M———
Dorsey & Whitney Trust Co LLC
N/A—15,506-15,506-100%$1.5M———
Bramshill Investments, LLC
N/A—15,500-15,500-100%$1.5M———
Principal Securities, Inc.
N/A—15,450-15,450-100%$1.5M———
Kovack Advisors, Inc.
N/A—15,001-15,001-100%$1.5M———
Hanover Advisors Inc
N/A—14,861-14,861-100%$1.4M———
Snowden Capital Advisors LLC
N/A—14,849-14,849-100%$1.4M———
One Wealth Map LLC
N/A—14,842-14,842-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—14,522-14,522-100%$1.4M———
First National Bank & Trust Co of Newtown
N/A—14,389-14,389-100%$1.4M———
GTS Securities LLC
N/A—14,373-14,373-100%$1.4M———
Cambria Investment Management, L.P.
N/A—14,156-14,156-100%$1.4M———
Integrity Wealth Solutions LLC
N/A—14,024-14,024-100%$1.4M———
North Dallas Bank & Trust Co
N/A—14,015-14,015-100%$1.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—14,008-14,008-100%$1.4M———
IFG Advisory, LLC
N/A—13,927-13,927-100%$1.3M———
Vernal Point Advisors, LLC
N/A—13,805-13,805-100%$1.3M———
Marquette Associates, Inc.
N/A—13,579-13,579-100%$1.3M———
Argent Trust Co
N/A—13,570-13,570-100%$1.3M———
Rathbones Group PLC
N/A—13,333-13,333-100%$1.3M———
Dopkins Wealth Management, LLC
N/A—13,214-13,214-100%$1.3M———
RED Reef Advisors LLC
N/A—13,137-13,137-100%$1.3M———
Global Endowment Management, LP
N/A—13,000-13,000-100%$1.3M———
Trustmark Bank Trust Department
N/A—12,888-12,888-100%$1.2M———
Vanguard National Trust Co
N/A—12,836-12,836-100%$1.2M———
Quadrature Capital Ltd
N/A—12,665-12,665-100%$1.2M———
Precision Wealth Strategies, LLC
N/A—12,304-12,304-100%$1.2M———
South Plains Financial, Inc.
N/A—12,270-12,270-100%$1.2M———
Beaird Harris Wealth Management, LLC
N/A—12,250-12,250-100%$1.2M———
IMA Advisory Services, Inc.
N/A—12,141-12,141-100%$1.2M———
Trinity Legacy Partners, LLC
N/A—12,006-12,006-100%$1.2M———
Curio Wealth, LLC
N/A—11,923-11,923-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—11,894-11,894-100%$1.1M———
CVA Family Office, LLC
N/A—11,800-11,800-100%$1.1M———
Meramec Financial Planners, LLC
N/A—11,796-11,796-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—11,777-11,777-100%$1.1M———
O'rourke & Company, Inc
N/A—11,717-11,717-100%$1.1M———
Madden Advisory Services, Inc.
N/A—11,696-11,696-100%$1.1M———
Stokes Family Office, LLC
N/A—11,692-11,692-100%$1.1M———
Causey Wealth LLC
N/A—11,682-11,682-100%$1.1M———
Winthrop Partners - WNY, LLC
N/A—11,616-11,616-100%$1.1M———
Sargent Investment Group, LLC
N/A—11,440-11,440-100%$1.1M———
Brio Consultants, LLC
N/A—11,438-11,438-100%$1.1M———
Roehl & Yi Investment Advisors, LLC
N/A—11,334-11,334-100%$109.2K———
American Financial Advisors, LLC
N/A—11,255-11,255-100%$1.1M———
Emerald Investment Advisers, LLC
N/A—11,239-11,239-100%$1.1M———
American Trust
N/A—11,237-11,237-100%$1.1M———
DV Trading LLC
N/A—11,193-11,193-100%$1.1M———
Crews Bank & Trust
N/A—11,021-11,021-100%$1.1M———
Flputnam Investment Management Co
N/A—10,927-10,927-100%$1.1M———
Invesco Ltd.
N/A—10,568-10,568-100%$1.0M———
Bouchey Financial Group, Ltd.
N/A—10,425-10,425-100%$1.0M———
Orcam Financial Group
N/A—10,413-10,413-100%$1.0M———
SageView Advisory Group, LLC
N/A—10,370-10,370-100%$1,000.0K———
Nicolet Bankshares Inc
N/A—10,367-10,367-100%$1.0M———
Genesis Financial Group, LLC
N/A—10,321-10,321-100%$995.3K———
Bank OZK
N/A—10,256-10,256-100%$989.0K———
Bragg Financial Advisors, Inc
N/A—10,179-10,179-100%$981.6K———
Tudor Investment Corp ET AL
N/A—10,092-10,092-100%$973.2K———
BBR Partners, LLC
N/A—10,053-10,053-100%$969.4K———
SlateStone Wealth, LLC
N/A—10,052-10,052-100%$969.0K———
Pallas Capital Advisors LLC
N/A—9,984-9,984-100%$962.8K———
Piedmont Capital Management, LLC
N/A—9,934-9,934-100%$965.5K———
Matrix Private Capital Group LLC
N/A—9,863-9,863-100%$951.1K———
Oakmont Advisory Group, LLC
N/A—9,850-9,850-100%$949.9K———
Capital Analysts, LLC
N/A—9,850-9,850-100%$950.0K———
Comprehensive Money Management Services LLC
N/A—9,846-9,846-100%$949.5K———
Sentinel Wealth Management, Inc.
N/A—9,794-9,794-100%$944.4K———
Chesapeake Wealth Management
N/A—9,742-9,742-100%$939.4K———
Intellectus Partners, LLC
N/A—9,725-9,725-100%$937.8K———
Mayflower Financial Advisors, LLC
N/A—9,666-9,666-100%$932.1K———
Invictus Private Wealth, LLC
N/A—9,598-9,598-100%$925.5K———
Mayport, LLC
N/A—9,588-9,588-100%$924.6K———
Ruedi Wealth Management, Inc.
N/A—9,579-9,579-100%$923.7K———
Curi Capital, LLC
N/A—9,359-9,359-100%$902.5K———
Westfuller Advisors, LLC
N/A—9,339-9,339-100%$900.6K———
Wiser Advisor Group LLC
N/A—9,301-9,301-100%$896.9K———
Foundations Investment Advisors, LLC
N/A—9,280-9,280-100%$894.9K———
Talisman Wealth Advisors LLC
N/A—9,212-9,212-100%$793.5K———
Quarry LP
N/A—9,130-9,130-100%$880.4K———
Gladstone Institutional Advisory LLC
N/A—9,031-9,031-100%$870.9K———
Ellevest, Inc.
N/A—8,844-8,844-100%$738.1K———
New Republic Capital, LLC
N/A—8,812-8,812-100%$849.7K———
Atlantic Union Bankshares Corp
N/A—8,788-8,788-100%$847.4K———
Ausdal Financial Partners, Inc.
N/A—8,761-8,761-100%$844.8K———
Motco
N/A—8,706-8,706-100%$839.5K———
Croban
N/A—8,627-8,627-100%$831.9K———
Hirtle & Co., LLC
N/A—8,429-8,429-100%$812.8K———
PFG Investments, LLC
N/A—8,385-8,385-100%$808.6K———
Clifford Group, LLC
N/A—8,254-8,254-100%$796.0K———
Daybright Advisory Services, Inc.
N/A—8,199-8,199-100%$811.3K———
Mason Investment Advisory Services, Inc.
N/A—8,194-8,194-100%$790.1K———
Godshalk Welsh Capital Management, Inc.
N/A—8,185-8,185-100%$789.3K———
Stock Yards Bank & Trust Co
N/A—8,176-8,176-100%$788.4K———
Wealthspire Retirement, LLC
N/A—8,156-8,156-100%$786.5K———
Tocqueville Asset Management L.P.
N/A—8,147-8,147-100%$785.6K———
Centennial Bank
N/A—8,129-8,129-100%$783.9K———
Hyundai Investments Co., Ltd.
N/A—8,033-8,033-100%$788.4K———
Canal Capital Management, LLC
N/A—8,032-8,032-100%$774.6K———
Mission Creek Capital Partners, Inc.
N/A—7,986-7,986-100%$770.1K———
AlTi Global, Inc.
N/A—7,982-7,982-100%$769.7K———
Timbuktu Capital Management, LLC
N/A—7,629-7,629-100%$735.7K———
Pinnacle Family Advisors, LLC
N/A—7,587-7,587-100%$731.6K———
Raffa Wealth Management, LLC
N/A—7,578-7,578-100%$730.7K———
Mutual Advisors, LLC
N/A—7,565-7,565-100%$729.5K———
First American Trust, FSB
N/A—7,552-7,552-100%$728.2K———
Farmers National Bank
N/A—7,547-7,547-100%$727.8K———
Marco Investment Management LLC
N/A—7,457-7,457-100%$719.1K———
Headlands Technologies LLC
N/A—7,429-7,429-100%$716.4K———
Chilton Investment Co Inc.
N/A—7,409-7,409-100%$714.5K———
Security National Bank of Sioux City Iowa
N/A—7,323-7,323-100%$706.2K———
NerdWallet Wealth Partners, LLC
N/A—7,287-7,287-100%$702.4K———
Benchmark Investment Advisors LLC
N/A—7,152-7,152-100%$689.6K———
BOK Financial Private Wealth, Inc.
N/A—7,136-7,136-100%$688.1K———
Advisors Capital Management, LLC
N/A—6,996-6,996-100%$674.6K———
Viawealth, LLC
N/A—6,950-6,950-100%$670.2K———
Jacobs Equity LLC
N/A—6,947-6,947-100%$669.9K———
First National Bank of Hutchinson
N/A—6,840-6,840-100%$659.6K———
Oak Wealth Advisors LLC
N/A—6,756-6,756-100%$651.5K———
Troutman Wealth Management, LLC
N/A—6,754-6,754-100%$651.3K———
Mosaic Family Wealth Partners, LLC
N/A—6,714-6,714-100%$647.4K———
Fiducient Advisors LLC
N/A—6,602-6,602-100%$636.6K———
Summit Wealth Partners, LLC
N/A—6,478-6,478-100%$624.7K———
Cladis Investment Advisory, LLC
N/A—6,390-6,390-100%$616.2K———
Smith, Moore & Co.
N/A—6,375-6,375-100%$614.7K———
Valley Financial Group, Inc.
N/A—6,342-6,342-100%$611.5K———
Coppell Advisory Solutions LLC
N/A—6,173-6,173-100%$422.0K———
NCM Capital Management, LLC
N/A—6,172-6,172-100%$595.1K———
Libra Wealth LLC
N/A—6,165-6,165-100%$594.5K———
Gotham Asset Management, LLC
N/A—6,056-6,056-100%$584.0K———
Cary Street Partners Financial LLC
N/A—6,037-6,037-100%$582.1K———
Twin Focus Capital Partners, LLC
N/A—5,955-5,955-100%$574.2K———
Bridges Investment Management Inc
N/A—5,902-5,902-100%$569.1K———
Greenwich Wealth Management LLC
N/A—5,858-5,858-100%$565.0K———
DF Dent & Co Inc
N/A—5,777-5,777-100%$557.1K———
Oxford Financial Group, Ltd. LLC
N/A—5,756-5,756-100%$555.1K———
VSM Wealth Advisory, LLC
N/A—5,700-5,700-100%$549.7K———
Rehmann Capital Advisory Group
N/A—5,699-5,699-100%$549.6K———
Hilltop Holdings Inc.
N/A—5,540-5,540-100%$534.2K———
Petra Financial Advisors Inc
N/A—5,538-5,538-100%$534.0K———
Cozad Asset Management Inc
N/A—5,535-5,535-100%$533.7K———
First Western Trust Bank
N/A—5,516-5,516-100%$531.9K———
Strategic Wealth Partners, Ltd.
N/A—5,493-5,493-100%$529.7K———
Benjamin Edwards Inc
N/A—5,429-5,429-100%$523.5K———
Parkwoods Wealth Partners, LLC
N/A—5,429-5,429-100%$523.5K———
Evercore Wealth Management, LLC
N/A—5,396-5,396-100%$520.3K———
Banco BTG Pactual S.A.
N/A—5,375-5,375-100%$518.3K———
Seeds Investor LLC
N/A—5,358-5,358-100%$516.7K———
Pursuit Wealth Strategies, LLC
N/A—5,347-5,347-100%$515.6K———
Knollwood Investment Advisory, LLC
N/A—5,346-5,346-100%$515.5K———
Hunter Perkins Capital Management, LLC
N/A—5,336-5,336-100%$515———
Iconiq Capital, LLC
N/A—5,274-5,274-100%$508.6K———
Schnieders Capital Management, Llc.
N/A—5,273-5,273-100%$508.4K———
Security National Bank of SO DAK
N/A—5,162-5,162-100%$497.8K———
Vickerman Investment Advisors, Inc.
N/A—5,077-5,077-100%$489.6K———
Alexander Labrunerie & Co., Inc.
N/A—5,056-5,056-100%$487.6K———
Brookwood Investment Group LLC
N/A—4,992-4,992-100%$481.4K———
RiverGlades Family Offices LLC
N/A—4,991-4,991-100%$481.3K———
Heritage Trust Co
N/A—4,904-4,904-100%$472.9K———
MainStreet Investment Advisors LLC
N/A—4,870-4,870-100%$469.6K———
Maripau Wealth Management LLC
N/A—4,832-4,832-100%$466.0K———
WealthShield Partners, LLC
N/A—4,827-4,827-100%$465.5K———
Fort Sheridan Advisors LLC
N/A—4,826-4,826-100%$465.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,673-4,673-100%$450.6K———
Colter Lewis Investment Partners LLC
N/A—4,649-4,649-100%$448.3K———
Glen Eagle Advisors, LLC
N/A—4,619-4,619-100%$445.4K———
IHT Wealth Management, LLC
N/A—4,613-4,613-100%$444.8K———
Lowe Brockenbrough & Co Inc
N/A—4,575-4,575-100%$441.2K———
Invst, LLC
N/A—4,512-4,512-100%$435.0K———
Mosaic Financial Group, LLC
N/A—4,443-4,443-100%$428.0K———
WJ Financial Advisors LLC
N/A—4,412-4,412-100%$425.4K———
GWN Securities Inc.
N/A—4,397-4,397-100%$424.0K———
Basecamp Wealth Advisors LLC
N/A—4,396-4,396-100%$423.9K———
AssuredPartners Investment Advisors, LLC
N/A—4,396-4,396-100%$423.9K———
Maridea Wealth Management LLC
N/A—4,395-4,395-100%$423.8K———
Wick Capital Partners, LLC
N/A—4,363-4,363-100%$420.7K———
Vista Investment Management
N/A—4,356-4,356-100%$420.0K———
Advisory Alpha, LLC
N/A—4,256-4,256-100%$410.5K———
Financial Life Planners
N/A—4,235-4,235-100%$408.4K———
Balanced Rock Investment Advisors LLC
N/A—4,232-4,232-100%$408.1K———
GeoWealth Management, LLC
N/A—4,194-4,194-100%$404.7K———
Aegis Wealth Management LLC
N/A—4,176-4,176-100%$402.7K———
Cornerstone Select Advisors, LLC
N/A—4,166-4,166-100%$401.7K———
Berkeley Capital Partners, LLC
N/A—4,159-4,159-100%$401.0K———
Synergy Financial Group, LTD
N/A—4,145-4,145-100%$399.7K———
Northwest Bancshares, Inc.
N/A—4,141-4,141-100%$399.3K———
Paces Ferry Wealth Advisors, LLC
N/A—4,102-4,102-100%$395.5K———
Beckerman Institutional, LLC
N/A—4,089-4,089-100%$394.2K———
Quest Investment Management LLC
N/A—4,044-4,044-100%$390.0K———
Wilson & Boucher Capital Management, LLC
N/A—4,000-4,000-100%$385.7K———
TD Capital Management LLC
N/A—3,990-3,990-100%$384.8K———
Jackson Thornton Wealth Management, LLC
N/A—3,978-3,978-100%$383.6K———
Donaldson Capital Management, LLC
N/A—3,910-3,910-100%$377.0K———
Smartleaf Asset Management LLC
N/A—3,867-3,867-100%$379.6K———
Strategic Financial Planning, Inc.
N/A—3,866-3,866-100%$372.8K———
Seascape Capital Management
N/A—3,862-3,862-100%$372.0K———
Essex Financial Services, Inc.
N/A—3,840-3,840-100%$370.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,799-3,799-100%$366.0K———
Bradley Foster & Sargent Inc
N/A—3,649-3,649-100%$351.9K———
Slagle Financial, LLC
N/A—3,635-3,635-100%$350.5K———
S Harris Financial Group, LLC
N/A—3,628-3,628-100%$349.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,599-3,599-100%$347.1K———
Davis R M Inc
N/A—3,568-3,568-100%$344.1K———
TRB Wealth Management, LLC
N/A—3,559-3,559-100%$343.2K———
HM Payson & Co
N/A—3,546-3,546-100%$341.9K———
Advyzon Investment Management, LLC
N/A—3,501-3,501-100%$337.6K———
Vawter Financial, Ltd.
N/A—3,501-3,501-100%$337.6K———
Ironwood Investment Counsel, LLC
N/A—3,481-3,481-100%$335.8K———
LaSalle St. Investment Advisors, LLC
N/A—3,471-3,471-100%$334.7K———
Colonial Trust Co / SC
N/A—3,459-3,459-100%$333.6K———
Trivium Point Advisory, LLC
N/A—3,453-3,453-100%$333.0K———
Atlanta Consulting Group Advisors, LLC
N/A—3,340-3,340-100%$322.1K———
Quotient Wealth Partners, LLC
N/A—3,335-3,335-100%$321.6K———
Headinvest, LLC
N/A—3,332-3,332-100%$321.3K———
Dogwood Wealth Management LLC
N/A—3,330-3,330-100%$321.1K———
Birchcreek Wealth Management, LLC
N/A—3,319-3,319-100%$320.0K———
Greykasell Wealth Strategies, Inc.
N/A—3,319-3,319-100%$320.0K———
Olde Wealth Management, LLC
N/A—3,291-3,291-100%$317.0K———
Bank of Nova Scotia
N/A—3,290-3,290-100%$317.3K———
Pinney & Scofield, Inc.
N/A—3,270-3,270-100%$315.3K———
Clal Insurance Enterprises Holdings Ltd
N/A—3,255-3,255-100%$314.0K———
Strategic Financial Partners, Ltd.
N/A—3,243-3,243-100%$312.8K———
Bank of Marin
N/A—3,234-3,234-100%$311.9K———
IFC Advisors LLC
N/A—3,229-3,229-100%$311.4K———
M1 Capital Management LLC
N/A—3,221-3,221-100%$310.6K———
Elite Financial, Inc.
N/A—3,200-3,200-100%$308.0K———
Select Asset Management & Trust
N/A—3,197-3,197-100%$308.0K———
Morris Financial Concepts, Inc.
N/A—3,166-3,166-100%$305.3K———
Gateway Wealth Partners, LLC
N/A—3,150-3,150-100%$303.8K———
Performance Wealth Partners, LLC
N/A—3,115-3,115-100%$300.3K———
Liberty Wealth Management LLC
N/A—3,092-3,092-100%$274.3K———
Brown Brothers Harriman & Co
N/A—3,081-3,081-100%$297.1K———
Range Advisory, LLC
N/A—3,070-3,070-100%$296.1K———
Kiley Juergens Wealth Management, LLC
N/A—3,037-3,037-100%$292.9K———
McNamara Financial Services, Inc.
N/A—3,032-3,032-100%$292.4K———
PYA Waltman Capital, LLC
N/A—3,024-3,024-100%$291.6K———
Banque Transatlantique SA
N/A—3,000-3,000-100%$289.3K———
Axis Wealth Partners, LLC
N/A—2,992-2,992-100%$288.5K———
Macquarie Group LTD
N/A—2,989-2,989-100%$288.2K———
Walter & Keenan Wealth Management LLC
N/A—2,964-2,964-100%$285.8K———
Fidelis Capital Partners, LLC
N/A—2,962-2,962-100%$285.6K———
Avalon Trust Co
N/A—2,950-2,950-100%$284.5K———
Seneschal Advisors, LLC
N/A—2,886-2,886-100%$278.3K———
First Trust Advisors LP
N/A—2,882-2,882-100%$277.9K———
Oxbow Advisors, LLC
N/A—2,862-2,862-100%$276.0K———
Westmount Partners, LLC
N/A—2,852-2,852-100%$275.0K———
Keystone Financial Group
N/A—2,822-2,822-100%$272.2K———
Perennial Investment Advisors, LLC
N/A—2,819-2,819-100%$271.7K———
Resolute Advisors LLC
N/A—2,815-2,815-100%$271.5K———
MorganRosel Wealth Management, LLC
N/A—2,769-2,769-100%$267.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,765-2,765-100%$266.6K———
First Commonwealth Financial Corp
N/A—2,718-2,718-100%$262.1K———
Sovereign Financial Group, Inc.
N/A—2,711-2,711-100%$261.5K———
Haverford Trust Co
N/A—2,710-2,710-100%$261.3K———
Ballast Advisors LLC
N/A—2,698-2,698-100%$260.2K———
1015 Capital Partners, LLC
N/A—2,697-2,697-100%$260.1K———
Columbia River Financial Group, LLC
N/A—2,682-2,682-100%$258.0K———
Alpine Global Management, LLC
N/A—2,681-2,681-100%$258.5K———
Anchor Bay Capital, Inc.
N/A—2,667-2,667-100%$259.0K———
Atalanta Sosnoff Capital, LLC
N/A—2,601-2,601-100%$250.8K———
German American Bancorp, Inc.
N/A—2,564-2,564-100%$247.2K———
Van Hulzen Asset Management, LLC
N/A—2,560-2,560-100%$246.9K———
Burling Wealth Partners, LLC
N/A—2,560-2,560-100%$246.9K———
Pennington Partners & Co., LLC
N/A—2,530-2,530-100%$244.0K———
Horizon Bancorp Inc
N/A—2,519-2,519-100%$243.0K———
Marex Group Ltd
N/A—2,488-2,488-100%$239.9K———
Gilbert & Cook, Inc.
N/A—2,480-2,480-100%$239.1K———
Silver OAK Securities, Incorporated
N/A—2,462-2,462-100%$237.4K———
Orleans Capital Management Corp
N/A—2,445-2,445-100%$235.8K———
Waterloo Capital, L.P.
N/A—2,445-2,445-100%$235.8K———
North Star Asset Management Inc
N/A—2,438-2,438-100%$235.1K———
TRU Independence Asset Management 2, LLC
N/A—2,428-2,428-100%$234.1K———
Navis Wealth Advisors, LLC
N/A—2,425-2,425-100%$233.8K———
BlueStem Wealth Partners, LLC
N/A—2,403-2,403-100%$231.7K———
LM Advisors LLC
N/A—2,389-2,389-100%$230.0K———
Paladin Advisory Group, LLC
N/A—2,387-2,387-100%$230.1K———
WorthPointe, LLC
N/A—2,374-2,374-100%$228.9K———
Cbiz Investment Advisory Services, LLC
N/A—2,367-2,367-100%$209.9K———
Duncan Williams Asset Management, LLC
N/A—2,335-2,335-100%$225.2K———
Members Trust Co
N/A—2,307-2,307-100%$222.5K———
Independent Advisor Alliance
N/A—2,288-2,288-100%$220.6K———
HighPoint Advisor Group LLC
N/A—2,286-2,286-100%$220.4K———
USA Financial Formulas
N/A—2,265-2,265-100%$218.4K———
Panoramic Investment Advisors, LLC
N/A—2,264-2,264-100%$218.3K———
Fortis Capital Management LLC
N/A—2,258-2,258-100%$217.8K———
Berger Financial Group, Inc
N/A—2,219-2,219-100%$214.0K———
Wood Tarver Financial Group, LLC
N/A—2,218-2,218-100%$213.0K———
Drucker Wealth 3.0, LLC
N/A—2,197-2,197-100%$211.9K———
Greenline Partners, LLC
N/A—2,166-2,166-100%$208.9K———
Heartland Bank & Trust Co
N/A—2,163-2,163-100%$208.6K———
Element Wealth, LLC
N/A—2,152-2,152-100%$207.5K———
Wealthspan Partners, LLC
N/A—2,137-2,137-100%$206.0K———
GW&K Investment Management, LLC
N/A—2,125-2,125-100%$205.0K———
Chicago Wealth Management, Inc.
N/A—2,105-2,105-100%$203.0K———
Alaska Wealth Advisors, LLC
N/A—2,083-2,083-100%$200.9K———
SouthState Bank Corp
N/A—2,056-2,056-100%$198.3K———
Teachers Insurance & Annuity Association of America
N/A—1,898-1,898-100%$183.0K———
Cambient Family Office, LLC
N/A—1,827-1,827-100%$176.2K———
N.E.W. Advisory Services LLC
N/A—1,795-1,795-100%$173.1K———
MidFirst Bank
N/A—1,700-1,700-100%$163.9K———
EFG International AG
N/A—1,640-1,640-100%$158.1K———
Glassman Wealth Services
N/A—1,507-1,507-100%$145.3K———
Pingora Partners LLC
N/A—1,500-1,500-100%$144.6K———
Hollencrest Capital Management
N/A—1,331-1,331-100%$128.4K———
Caitlin John, LLC
N/A—1,302-1,302-100%$125.5K———
LOM Asset Management Ltd
N/A—1,272-1,272-100%$122.7K———
Urban Financial Advisory Corp
N/A—1,266-1,266-100%$122.1K———
Topsail Wealth Management, LLC
N/A—1,260-1,260-100%$121.5K———
Hills Bank & Trust Co
N/A—1,254-1,254-100%$120.9K———
Sachetta, LLC
N/A—1,249-1,249-100%$120.4K———
Basepoint Wealth LLC
N/A—1,210-1,210-100%$116.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,205-1,205-100%$118.3K———
Park Place Capital Corp
N/A—1,111-1,111-100%$107.1K———
Outlook Capital Management, LLC
N/A—1,102-1,102-100%$106.3K———
Kerr Financial Planning Corp
N/A—1,101-1,101-100%$106.1K———
Fiduciary Financial Advisors
N/A—1,014-1,014-100%$97.9K———
SHP Wealth Management
N/A—983-983-100%$94.8K———
Howe & Rusling Inc
N/A—982-982-100%$94.7K———
CNB Bank
N/A—963-963-100%$92.9K———
Nomura Asset Management Co LTD
N/A—900-900-100%$86.8K———
Cornerstone Financial Management LLC
N/A—898-898-100%$86.6K———
Truvestments Capital LLC
N/A—882-882-100%$85.1K———
Godfrey Financial Associates, Inc.
N/A—866-866-100%$83.5K———
Ameriflex Group, Inc.
N/A—852-852-100%$82.2K———
Graney & King, LLC
N/A—793-793-100%$76.5K———
Sittner & Nelson, LLC
N/A—789-789-100%$76.1K———
Alerus Financial NA
N/A—786-786-100%$75.8K———
Standard Family Office LLC
N/A—704-704-100%$67.9K———
Keating Financial Advisory Services, Inc.
N/A—665-665-100%$64.1K———
Steigerwald, Gordon & Koch Inc.
N/A—640-640-100%$61.8K———
Colonial Trust Advisors
N/A—639-639-100%$61.6K———
Aberdeen Wealth Management LLC
N/A—638-638-100%$61.5K———
PIN OAK Investment Advisors Inc
N/A—636-636-100%$61.0K———
Founders Financial Alliance, LLC
N/A—605-605-100%$58.4K———
PlanVest Financial, Inc
N/A—583-583-100%$56.2K———
SOA Wealth Advisors, Llc.
N/A—560-560-100%$54.0K———
Rice Partnership, LLC
N/A—551-551-100%$53.1K———
Bogart Wealth, LLC
N/A—515-515-100%$49.7K———
Vanguard Advisers Inc
N/A—499-499-100%$48.1K———
Bellevue Asset Management, LLC
N/A—467-467-100%$45.1K———
Wellington-Altus USA Inc.
N/A—434-434-100%$38.5K———
Caldwell Sutter Capital, Inc.
N/A—402-402-100%$38.8K———
Richard W. Paul & Associates, LLC
N/A—400-400-100%$38.6K———
Integrity Financial Corp
N/A—384-384-100%$37.0K———
Lavaca Capital LLC
N/A—371-371-100%$35.8K———
1 North Wealth Services LLC
N/A—350-350-100%$33.8K———
Game Plan Financial Advisors, LLC
N/A—347-347-100%$33.5K———
Mpwm Advisory Solutions, LLC
N/A—338-338-100%$32.6K———
Copia Wealth Management
N/A—327-327-100%$31.5K———
Atomic Invest LLC
N/A—324-324-100%$31.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—323-323-100%$31.1K———
Tidemark, LLC
N/A—310-310-100%$29.9K———
ESL Trust Services, LLC
N/A—300-300-100%$28.9K———
Transamerica Financial Advisors, LLC
N/A—263-263-100%$25.4K———
Corsicana & Co.
N/A—257-257-100%$24.8K———
Longview Financial Advisors LLC
N/A—254-254-100%$24.5K———
Synergy Investment Management, LLC
N/A—252-252-100%$24.3K———
Hantz Financial Services, Inc.
N/A—251-251-100%$24.0K———
Millstone Evans Group, LLC
N/A—225-225-100%$21.7K———
Consultiva Wealth Management, Corp.
N/A—215-215-100%$20.7K———
Atlas Capital Advisors Inc.
N/A—204-204-100%$19.7K———
Windsor Advisory Group, LLC
N/A—200-200-100%$19.3K———
Ankerstar Wealth, LLC
N/A—177-177-100%$17.1K———
Mcguire Capital Advisors Inc
N/A—161-161-100%$15.5K———
Cary Street Partners Investment Advisory LLC
N/A—160-160-100%$15.4K———
JPL Wealth Management, LLC
N/A—150-150-100%$14.5K———
Delta Asset Management LLC
N/A—132-132-100%$12.7K———
Bollard Group LLC
N/A—128-128-100%$12———
Walsh & Associates, LLC
N/A—115-115-100%$11.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—113-113-100%$10.9K———
Kilter Group LLC
N/A—97-97-100%$9.4K———
Minot DeBlois Advisors LLC
N/A—96-96-100%$9.3K———
Benson Wealth Management Inc
N/A—96-96-100%$9.3K———
Chesapeake Asset Management LLC
N/A—91-91-100%$8.8K———
Vision Retirement, LLC
N/A—83-83-100%$8.0K———
Frazier Financial Advisors, LLC
N/A—61-61-100%$5.9K———
Bruce G. Allen Investments, LLC
N/A—56-56-100%$5.4K———
Tiaa Wealth Investment Management LLC
N/A—47-47-100%$4.6K———
VAN DEN Berg Management I, Inc
N/A—25-25-100%$2.4K———
Horizon Investments, LLC
N/A—20-20-100%$1.9K———
Strive Financial Group,LLC
N/A—19-19-100%$1.8K———
Allianz Asset Management GmbH
N/A—15-15-100%$1.4K———
Broadwater Capital Management LLC
N/A—15-15-100%$1.4K———
Gould Capital, LLC
N/A—11-11-100%$1.1K———
Operose Advisors LLC
N/A—10-10-100%$1.0K———
Leo H. Evart, Inc.
N/A—6-6-100%$579———
Financial Gravity Companies, Inc.
N/A—5-5-100%$441———
Strategic Investment Solutions, Inc.
N/A—1-1-100%$71———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 1872 of 1872 institutions