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Vanguard Small-Cap Grwth ETF (VBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares1,560,484 from 1,608,348
Change-47,864 (-3%)
Value$527.2M (-$61.0M)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares677,384 from 648,466
Change+28,918 (+4%)
Value$228.8M (-$8.3M)
Filed 2026-10-14
Cohen Klingenstein LLC
INCREASED
Shares641,025 from 641,022
Change+3 (0%)
Value$216.6M (-$17.9M)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares542,268 from 535,483
Change+6,785 (+1%)
Value$183.2M (-$12.6M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares185,395 from 193,066
Change-7,671 (-4%)
Value$62.6M (-$8.0M)
Filed 2026-11-02
Howard Capital Management, LLC
UNCHANGED
Shares183,200 from 183,200
Change0 (0%)
Value$61.9M (-$5.1M)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares180,229 from 181,979
Change-1,750 (-1%)
Value$60.9M (-$5.7M)
Filed 2026-11-05
Stephens Group Asset Management, LLC
DECREASED
Shares148,433 from 149,149
Change-716 (0%)
Value$50.1M (-$4.4M)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares147,773 from 156,872
Change-9,099 (-6%)
Value$49.9M (-$7.4M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares141,651 from 140,393
Change+1,258 (+1%)
Value$47.9M (-$3.5M)
Filed 2026-11-02
Summit Financial Strategies, Inc.
INCREASED
Shares138,330 from 135,738
Change+2,592 (+2%)
Value$46.7M (-$2.9M)
Filed 2026-10-14
Rodgers & Associates, LTD
DECREASED
Shares136,405 from 137,533
Change-1,128 (-1%)
Value$46.1M (-$4.2M)
Filed 2026-10-20
One Day In July LLC
INCREASED
Shares133,780 from 131,643
Change+2,137 (+2%)
Value$45.2M (-$2.9M)
Filed 2026-10-30
Brickley Wealth Management
INCREASED
Shares101,829 from 101,567
Change+262 (+0%)
Value$34.4M (-$2.7M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares99,248 from 96,959
Change+2,289 (+2%)
Value$33.5M (-$1.9M)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares98,211 from 102,047
Change-3,836 (-4%)
Value$33.2M (-$4.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares98,007 from 94,262
Change+3,745 (+4%)
Value$33.1M (-$1.4M)
Filed 2026-11-02
SBK Financial, Inc.
INCREASED
Shares93,371 from 1,115
Change+92,256 (+8274%)
Value$31.5M (+$31.1M)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares82,666 from 84,065
Change-1,399 (-2%)
Value$27.9M (-$2.8M)
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares79,966 from 78,324
Change+1,642 (+2%)
Value$27.0M (-$1.6M)
Filed 2026-10-09
Avior Wealth Management, LLC
DECREASED
Shares78,624 from 84,243
Change-5,619 (-7%)
Value$26.5M (-$4.2M)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares78,400 from 77,969
Change+431 (+1%)
Value$26.7M (-$913.4K)
Filed 2026-10-13
Retirement Investment Advisors, Inc.
INCREASED
Shares77,033 from 72,220
Change+4,813 (+7%)
Value$26.0M (+$806.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares76,270 from 70,012
Change+6,258 (+9%)
Value$25.8K (-$25.6M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares72,845 from 73,173
Change-328 (0%)
Value$24.6M (-$2.2M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares71,880 from 69,585
Change+2,295 (+3%)
Value$24.3M (-$1.2M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares70,687 from 70,499
Change+188 (+0%)
Value$23.9M (-$1.9M)
Filed 2026-10-30
Sage Financial Group Inc
INCREASED
Shares67,226 from 64,985
Change+2,241 (+3%)
Value$22.7M (-$1.1M)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares61,333 from 58,684
Change+2,649 (+5%)
Value$20.7M (-$740.6K)
Filed 2026-10-21
Robinswood Financial LLC
DECREASED
Shares57,802 from 59,919
Change-2,117 (-4%)
Value$19.0M (-$2.9M)
Filed 2026-10-20
Presilium Private Wealth, LLC
INCREASED
Shares56,360 from 54,594
Change+1,766 (+3%)
Value$19.0M (-$925.2K)
Filed 2026-10-26
RS Crum Inc.
INCREASED
Shares55,925 from 54,988
Change+937 (+2%)
Value$18.9M (-$1.2M)
Filed 2026-10-19
Praetorian Wealth Management, Inc.
INCREASED
Shares51,841 from 51,662
Change+179 (+0%)
Value$17.5M (-$1.4M)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares49,635 from 47,956
Change+1,679 (+4%)
Value$16.8M (-$769.4K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares45,411 from 42,841
Change+2,570 (+6%)
Value$15.3M (-$325.9K)
Filed 2026-11-05
Mechanics Bank Trust Department
INCREASED
Shares45,190 from 43,917
Change+1,273 (+3%)
Value$15.3M (-$793.9K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares45,013 from 44,485
Change+528 (+1%)
Value$15.2M (-$1.1M)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares44,565 from 44,660
Change-95 (0%)
Value$15.1M (-$1.3M)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares44,065 from 42,409
Change+1,656 (+4%)
Value$14.9M (-$622.7K)
Filed 2026-10-05
Lmcg Investments, LLC
DECREASED
Shares43,988 from 45,090
Change-1,102 (-2%)
Value$14.9M (-$1.6M)
Filed 2026-10-21
Veery Capital, LLC
INCREASED
Shares42,054 from 41,562
Change+492 (+1%)
Value$14.2M (-$992.2K)
Filed 2026-10-07
Avantax Planning Partners, Inc.
DECREASED
Shares41,724 from 49,306
Change-7,582 (-15%)
Value$14.1M (-$3.9M)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
DECREASED
Shares41,404 from 41,855
Change-451 (-1%)
Value$14.0M (-$1.2M)
Filed 2026-10-09
Garde Capital, Inc.
DECREASED
Shares40,063 from 40,289
Change-226 (-1%)
Value$13.5M (-$1.2M)
Filed 2026-10-29
Jacobsen Capital Management
DECREASED
Shares39,565 from 39,584
Change-19 (0%)
Value$13.4M (-$1.1M)
Filed 2026-10-27
Trust Co of the South
INCREASED
Shares37,570 from 32,358
Change+5,212 (+16%)
Value$12.7M (+$859.2K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares35,959 from 38,550
Change-2,591 (-7%)
Value$12.1M (-$1.9M)
Filed 2026-10-16
Gladwyn Financial Advisors, Inc.
INCREASED
Shares35,915 from 35,730
Change+185 (+1%)
Value$12.1M (-$933.4K)
Filed 2026-10-05
Ocean Park Asset Management, LLC
INCREASED
Shares35,660 from 35,505
Change+155 (+0%)
Value$12.0M (-$937.2K)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares34,042 from 33,897
Change+145 (+0%)
Value$11.5M (-$895.8K)
Filed 2026-10-30
Modera Wealth Management, LLC
DECREASED
Shares33,465 from 36,035
Change-2,570 (-7%)
Value$11.3M (-$1.9M)
Filed 2026-10-28
Marion Wealth Management
INCREASED
Shares32,834 from 32,271
Change+563 (+2%)
Value$11.1M (-$709.2K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares32,002 from 33,134
Change-1,132 (-3%)
Value$10.8M (-$1.3M)
Filed 2026-10-27
Performa Ltd (US), LLC
INCREASED
Shares31,790 from 31,759
Change+31 (+0%)
Value$10.7M (-$874.7K)
Filed 2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares31,473 from 31,689
Change-216 (-1%)
Value$10.6M (-$956.1K)
Filed 2026-10-16
Thrive Capital Management, LLC
DECREASED
Shares31,210 from 35,547
Change-4,337 (-12%)
Value$10.5M (-$2.5M)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED
Shares30,753 from 33,370
Change-2,617 (-8%)
Value$10.4M (-$1.8M)
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares30,648 from 29,746
Change+902 (+3%)
Value$10.4M (-$524.4K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares30,395 from 29,924
Change+471 (+2%)
Value$10.3M (-$675.1K)
Filed 2026-10-23
Cornerstone Management, Inc.
DECREASED
Shares30,392 from 57,180
Change-26,788 (-47%)
Value$10.3M (-$10.6M)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED
Shares30,391 from 23,596
Change+6,795 (+29%)
Value$10.3M (+$1.6M)
Filed 2026-10-16
Forbes Financial Planning, Inc.
DECREASED
Shares29,576 from 29,829
Change-253 (-1%)
Value$10.0M (-$916.7K)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares29,006 from 29,015
Change-9 (0%)
Value$9.8M (-$811.7K)
Filed 2026-10-20
Granville Capital, Inc.
INCREASED
Shares28,956 from 27,098
Change+1,858 (+7%)
Value$9.8M (-$127.5K)
Filed 2026-11-05
Fee-Only Financial Planning, L.C.
DECREASED
Shares28,953 from 29,523
Change-570 (-2%)
Value$9.8M (-$1.0M)
Filed 2026-10-23
Towerpoint Wealth, LLC
DECREASED
Shares28,731 from 28,768
Change-37 (0%)
Value$9.7M (-$814.0K)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares28,161 from 28,382
Change-221 (-1%)
Value$9.5M (-$865.6K)
Filed 2026-10-28
Black Diamond Financial, LLC
DECREASED
Shares28,135 from 28,893
Change-758 (-3%)
Value$9.5M (-$1.1M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares28,130 from 29,317
Change-1,187 (-4%)
Value$9.5M (-$1.2M)
Filed 2026-10-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares27,589 from 29,920
Change-2,331 (-8%)
Value$9.3M (-$1.6M)
Filed 2026-10-27
Capital Management Associates, Inc
DECREASED
Shares27,352 from 28,535
Change-1,183 (-4%)
Value$9.2M (-$1.2M)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares27,228 from 26,188
Change+1,040 (+4%)
Value$9.2M (-$378.5K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
DECREASED
Shares26,838 from 27,000
Change-162 (-1%)
Value$9.1M (-$807.4K)
Filed 2026-10-15
Carolina Wealth Management Inc
INCREASED
Shares26,509 from 25,579
Change+930 (+4%)
Value$9.0M (-$398.7K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares26,008 from 27,569
Change-1,561 (-6%)
Value$8.8M (-$1.3M)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares24,939 from 23,371
Change+1,568 (+7%)
Value$8.4M (-$121.6K)
Filed 2026-10-19
Clayton Financial Group LLC
INCREASED
Shares23,977 from 22,375
Change+1,602 (+7%)
Value$8.1M (-$82.7K)
Filed 2026-10-13
Nfsg Corp
DECREASED
Shares23,619 from 24,547
Change-928 (-4%)
Value$8.0M (-$997.8K)
Filed 2026-10-15
WP Advisors, LLC
DECREASED
Shares23,541 from 24,824
Change-1,283 (-5%)
Value$8.0M (-$1.1M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares23,223 from 23,025
Change+198 (+1%)
Value$7.9K (-$8.4M)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares23,163 from 23,806
Change-643 (-3%)
Value$7.8M (-$880.6K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares22,723 from 23,265
Change-542 (-2%)
Value$7.7M (-$831.2K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares22,081 from 20,779
Change+1,302 (+6%)
Value$7.5K (-$139)
Filed 2026-10-02
SkyOak Wealth, LLC
DECREASED
Shares21,859 from 21,886
Change-27 (0%)
Value$7.4M (-$619.1K)
Filed 2026-10-28
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares21,278 from 18,424
Change+2,854 (+15%)
Value$7.2M (+$450.7K)
Filed 2026-10-15
Integrity Alliance, Llc.
INCREASED
Shares20,874 from 19,695
Change+1,179 (+6%)
Value$7.1M (-$150.8K)
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares20,780 from 22,179
Change-1,399 (-6%)
Value$7.0M (-$1.1M)
Filed 2026-10-08
Congress Asset Management Co
DECREASED
Shares20,616 from 72,700
Change-52,084 (-72%)
Value$20.6K (-$52.1K)
Filed 2026-10-06
Mainsail Asset Management, LLC
INCREASED
Shares20,547 from 19,610
Change+937 (+5%)
Value$7.1M (+$381.5K)
Filed 2026-10-14
Joel Isaacson & Co., LLC
DECREASED
Shares20,367 from 20,495
Change-128 (-1%)
Value$6.9M (-$614.6K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares20,363 from 20,235
Change+128 (+1%)
Value$6.7M (-$302.9K)
Filed 2026-10-27
Highland Capital Management, LLC
DECREASED
Shares19,644 from 20,030
Change-386 (-2%)
Value$6.6M (-$688.6K)
Filed 2026-10-26
Serenity Investment Advisors
DECREASED
Shares19,246 from 19,906
Change-660 (-3%)
Value$6.5M (-$587.8K)
Filed 2026-10-30
Clear Retirement Advice LLC
DECREASED
Shares19,155 from 19,585
Change-430 (-2%)
Value$6.5M (-$691.0K)
Filed 2026-10-22
Eclectic Associates Inc
DECREASED
Shares19,086 from 19,400
Change-314 (-2%)
Value$6.4M (-$646.3K)
Filed 2026-10-09
Prosperity Planning, Inc.
INCREASED
Shares18,855 from 18,831
Change+24 (+0%)
Value$6.4M (-$516.8K)
Filed 2026-10-09
Wolff Financial Management LLC
DECREASED
Shares18,356 from 18,364
Change-8 (0%)
Value$6.2M (-$514.8K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares18,321 from 18,423
Change-102 (-1%)
Value$6.2M (-$491.9K)
Filed 2026-10-13
Leeward Financial Partners, LLC
DECREASED
Shares17,902 from 18,618
Change-716 (-4%)
Value$6.0M (-$760.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,516 from 14,668
Change+2,848 (+19%)
Value$5.9M (+$616.0K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares17,442 from 17,623
Change-181 (-1%)
Value$5.9M (-$552.3K)
Filed 2026-10-09
Accel Wealth Management
INCREASED
Shares17,283 from 15,139
Change+2,144 (+14%)
Value$5.8M (+$302.3K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,253 from 16,811
Change+442 (+3%)
Value$5.8M (-$319.4K)
Filed 2026-10-23
Tenret Co LLC
NEW
Shares17,068
Change+17,068
Value$5.8M
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares16,833 from 15,728
Change+1,105 (+7%)
Value$5.7M (-$65.0K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares16,617 from 16,763
Change-146 (-1%)
Value$5.6M (-$516.2K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
INCREASED
Shares16,594 from 16,589
Change+5 (+0%)
Value$5.6M (-$460.6K)
Filed 2026-10-30
Perigon Wealth Management, LLC
DECREASED
Shares16,587 from 17,163
Change-576 (-3%)
Value$5.6M (-$672.7K)
Filed 2026-10-22
Zeit Capital LLC
DECREASED
Shares16,573 from 16,722
Change-149 (-1%)
Value$5.6M (-$516.4K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares16,569 from 16,880
Change-311 (-2%)
Value$5.6M (-$575.5K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares16,533 from 38,990
Change-22,457 (-58%)
Value$5.6K (-$14.3M)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares16,076 from 18,800
Change-2,724 (-14%)
Value$5.4M (-$1.4M)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares15,878 from 15,564
Change+314 (+2%)
Value$5.4M (-$327.8K)
Filed 2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares15,826 from 14,461
Change+1,365 (+9%)
Value$5.3M (+$58.0K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares15,554 from 16,724
Change-1,170 (-7%)
Value$5.3M (-$861.6K)
Filed 2026-11-04
Harbor Investment Advisory, LLC
DECREASED
Shares15,478 from 15,563
Change-85 (-1%)
Value$5.2M (-$462.5K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares15,363 from 14,675
Change+688 (+5%)
Value$5.2M (-$176.6K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares15,270 from 16,085
Change-815 (-5%)
Value$5.2M (-$723.4K)
Filed 2026-10-27
Essential Planning, Llc.
DECREASED
Shares14,852 from 15,534
Change-682 (-4%)
Value$5.0M (-$663.5K)
Filed 2026-10-21
Crestwood Advisors Group, LLC
DECREASED
Shares14,695 from 14,761
Change-66 (0%)
Value$5.0M (-$433.7K)
Filed 2026-10-27
Seek First Inc.
DECREASED
Shares14,603 from 16,084
Change-1,481 (-9%)
Value$4.9M (-$948.5K)
Filed 2026-10-27
Nabity-Jensen Investment Management Inc
DECREASED
Shares13,946 from 14,039
Change-93 (-1%)
Value$4.7M (-$422.6K)
Filed 2026-10-23
Advisory Resource Group
INCREASED
Shares13,751 from 13,525
Change+226 (+2%)
Value$4.6M (-$300.6K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares13,749 from 13,992
Change-243 (-2%)
Value$4.6M (-$472.4K)
Filed 2026-10-30
Allstreet Capital Advisors LLC
DECREASED
Shares13,736 from 13,799
Change-63 (0%)
Value$4.6M (-$405.8K)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares13,566 from 9,863
Change+3,703 (+38%)
Value$4.6M (+$976.0K)
Filed 2026-10-08
First Horizon Corp
DECREASED
Shares13,512 from 13,517
Change-5 (0%)
Value$4.6M (-$378.4K)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares13,495 from 12,828
Change+667 (+5%)
Value$4.6M (-$132.2K)
Filed 2026-10-08
RTD Financial Advisors, Inc.
DECREASED
Shares13,418 from 13,624
Change-206 (-2%)
Value$4.5M (-$449.3K)
Filed 2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED
Shares13,385 from 15,303
Change-1,918 (-13%)
Value$4.5M (-$1.1M)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares13,321 from 14,096
Change-775 (-5%)
Value$4.5M (-$654.7K)
Filed 2026-10-29
rebel Financial LLC
INCREASED
Shares13,239 from 9,063
Change+4,176 (+46%)
Value$4.5M (+$1.2M)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares13,008 from 12,240
Change+768 (+6%)
Value$4.4M (-$81.9K)
Filed 2026-10-26
Hilltop National Bank
DECREASED
Shares12,898 from 12,956
Change-58 (0%)
Value$4.4M (-$380.7K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
DECREASED
Shares12,765 from 13,052
Change-287 (-2%)
Value$4.3M (-$460.8K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares12,750 from 10,156
Change+2,594 (+26%)
Value$4.3M (+$593.0K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares12,237 from 11,360
Change+877 (+8%)
Value$4.1M (-$20.3K)
Filed 2026-11-05
Curbstone Financial Management Corp
UNCHANGED
Shares12,080 from 12,080
Change0 (0%)
Value$4.1M (-$336.7K)
Filed 2026-10-21
Martel Wealth Advisors LLC
DECREASED
Shares12,027 from 12,427
Change-400 (-3%)
Value$4.1M (-$481.5K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares11,661 from 13,478
Change-1,817 (-13%)
Value$3.9M (-$989.3K)
Filed 2026-11-04
Alpine Bank Wealth Management
UNCHANGED
Shares11,614 from 11,614
Change0 (0%)
Value$3.9M (-$323.7K)
Filed 2026-10-16
Probity Advisors, Inc.
DECREASED
Shares11,592 from 12,040
Change-448 (-4%)
Value$3.9M (-$486.9K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares11,568 from 11,659
Change-91 (-1%)
Value$3.9M (-$355.7K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares11,554 from 11,557
Change-3 (0%)
Value$3.9M (-$323.2K)
Filed 2026-11-04
Friday Financial
INCREASED
Shares10,927 from 4,652
Change+6,275 (+135%)
Value$3.7M (+$2.1M)
Filed 2026-10-09
Milestone Asset Management Group, LLC
INCREASED
Shares10,794 from 8,716
Change+2,078 (+24%)
Value$3.6M (+$459.2K)
Filed 2026-10-20
Midwest Trust Co
DECREASED
Shares10,742 from 10,890
Change-148 (-1%)
Value$3.6M (-$353.5K)
Filed 2026-10-22
Infinity Wealth Counsel, LLC
INCREASED
Shares10,714 from 10,499
Change+215 (+2%)
Value$3.6M (-$220.0K)
Filed 2026-10-15
Global Trust Wealth Management LLC
INCREASED
Shares10,630 from 10,593
Change+37 (+0%)
Value$3.6M (-$282.4K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares10,578 from 11,879
Change-1,301 (-11%)
Value$3.6M (-$770.7K)
Filed 2026-11-05
DeLarme Wealth Management, Inc.
DECREASED
Shares10,552 from 10,982
Change-430 (-4%)
Value$3.6M (-$451.3K)
Filed 2026-10-30
Connecticut Wealth Management, LLC
INCREASED
Shares10,508 from 10,434
Change+74 (+1%)
Value$3.6M (-$265.6K)
Filed 2026-10-13
Riversedge Advisors, LLC
DECREASED
Shares10,476 from 10,585
Change-109 (-1%)
Value$3.5M (-$331.7K)
Filed 2026-10-09
Northern Lights Advisors, Inc.
INCREASED
Shares10,456 from 9,773
Change+683 (+7%)
Value$3.5M (-$41.5K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares10,435 from 10,068
Change+367 (+4%)
Value$3.5M (-$156.7K)
Filed 2026-11-04
American Financial & TAX Strategies Inc
DECREASED
Shares10,432 from 10,591
Change-159 (-1%)
Value$3.5M (-$348.9K)
Filed 2026-10-16
SilverOak Wealth Management LLC
UNCHANGED
Shares10,286 from 10,286
Change0 (0%)
Value$3.5M (-$286.7K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares10,267 from 10,246
Change+21 (+0%)
Value$3.5M (-$278.4K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares10,245 from 10,385
Change-140 (-1%)
Value$3.5M (-$336.7K)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED
Shares10,217 from 10,452
Change-235 (-2%)
Value$3.5M (-$370.7K)
Filed 2026-10-16
Aurelius Family Office LLC
INCREASED
Shares10,178 from 10,084
Change+94 (+1%)
Value$3.4M (-$249.5K)
Filed 2026-10-23
Aire Advisors, LLC
DECREASED
Shares9,931 from 10,921
Change-990 (-9%)
Value$3.4M (-$638.8K)
Filed 2026-10-22
Center for Financial Planning, Inc.
DECREASED
Shares9,877 from 10,099
Change-222 (-2%)
Value$3.3M (-$356.0K)
Filed 2026-10-26
Tower View Wealth Management LLC
DECREASED
Shares9,877 from 9,962
Change-85 (-1%)
Value$3.3M (-$306.3K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares9,806 from 10,439
Change-633 (-6%)
Value$3.3M (-$504.5K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
INCREASED
Shares9,689 from 9,457
Change+232 (+2%)
Value$3.3M (-$185.1K)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares9,675 from 2,949
Change+6,726 (+228%)
Value$3.3M (+$2.2M)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares9,662 from 9,838
Change-176 (-2%)
Value$3.3M (-$333.6K)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares9,617 from 10,556
Change-939 (-9%)
Value$3.3M (-$447.6K)
Filed 2026-10-08
Sovran Advisors, LLC
INCREASED
Shares9,589 from 9,321
Change+268 (+3%)
Value$3.3M (+$66.8K)
Filed 2026-11-02
Matisse Capital
UNCHANGED
Shares9,554 from 9,554
Change0 (0%)
Value$3.2M (-$266.3K)
Filed 2026-10-29
FAI Advisors, Inc.
INCREASED
Shares9,476 from 9,288
Change+188 (+2%)
Value$3.2M (-$195.3K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares9,263 from 9,631
Change-368 (-4%)
Value$3.1M (-$392.7K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares9,228 from 8,890
Change+338 (+4%)
Value$3.1M (-$133.5K)
Filed 2026-10-16
Mustard Seed Financial, LLC
INCREASED
Shares9,118 from 8,909
Change+209 (+2%)
Value$3.1M (-$177.6K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares9,059 from 9,042
Change+17 (+0%)
Value$3.1M (-$246.2K)
Filed 2026-11-05
Trust Point Inc.
DECREASED
Shares8,982 from 17,172
Change-8,190 (-48%)
Value$3.0M (-$3.2M)
Filed 2026-10-27
Noble Family Wealth, LLC
UNCHANGED
Shares8,878 from 8,878
Change0 (0%)
Value$3.0M (-$247.4K)
Filed 2026-10-26
Pillar Financial Advisors, LLC
DECREASED
Shares8,763 from 8,807
Change-44 (0%)
Value$3.0M (-$260.3K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
DECREASED
Shares8,752 from 9,098
Change-346 (-4%)
Value$3.0M (-$370.4K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
DECREASED
Shares8,435 from 9,632
Change-1,197 (-12%)
Value$2.8M (-$673.0K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares8,250 from 8,529
Change-279 (-3%)
Value$2.8M (-$332.1K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
DECREASED
Shares8,229 from 8,480
Change-251 (-3%)
Value$2.8M (-$321.2K)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
DECREASED
Shares8,147 from 8,157
Change-10 (0%)
Value$2.8M (-$230.7K)
Filed 2026-10-09
Sapient Capital LLC
UNCHANGED
Shares8,093 from 8,093
Change0 (0%)
Value$2.7M (-$225.5K)
Filed 2026-10-08
Shelton Wealth Management, LLC
DECREASED
Shares7,799 from 7,879
Change-80 (-1%)
Value$2.6M (-$246.6K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares7,784 from 7,312
Change+472 (+6%)
Value$2.6M (-$44.3K)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares7,634 from 7,524
Change+110 (+1%)
Value$2.6M (-$172.7K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares7,626 from 7,402
Change+224 (+3%)
Value$2.5M (-$190.0K)
Filed 2026-11-04
Titleist Asset Management, LLC
DECREASED
Shares7,554 from 16,592
Change-9,038 (-54%)
Value$2.6M (-$3.5M)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares7,520 from 4,651
Change+2,869 (+62%)
Value$2.5M (+$839.7K)
Filed 2026-10-29
Ballast Financial Advisors LLC
DECREASED
Shares7,518 from 7,778
Change-260 (-3%)
Value$2.5M (-$304.6K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,379 from 8,199
Change-820 (-10%)
Value$2.5M (-$505.7K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares7,364 from 6,477
Change+887 (+14%)
Value$2.5M (+$119.2K)
Filed 2026-11-04
Vista Investment Partners LLC
DECREASED
Shares7,334 from 7,394
Change-60 (-1%)
Value$2.5M (-$226.3K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares7,227 from 7,124
Change+103 (+1%)
Value$2.4M (-$163.9K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
DECREASED
Shares7,155 from 7,255
Change-100 (-1%)
Value$2.4M (-$235.9K)
Filed 2026-10-22
Valley National Advisers Inc
DECREASED
Shares7,146 from 7,448
Change-302 (-4%)
Value$2.4M (-$309.8K)
Filed 2026-10-23
Founders Financial Securities LLC
DECREASED
Shares7,002 from 7,091
Change-89 (-1%)
Value$2.4M (-$227.8K)
Filed 2026-10-28
Opulen Financial Group LLC
DECREASED
Shares6,978 from 7,225
Change-247 (-3%)
Value$2.4M (-$285.1K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares6,957 from 6,601
Change+356 (+5%)
Value$2.4M (-$63.8K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
INCREASED
Shares6,938 from 6,883
Change+55 (+1%)
Value$2.3M (-$173.2K)
Filed 2026-10-06
Creekside Partners
DECREASED
Shares6,923 from 7,033
Change-110 (-2%)
Value$2.3M (-$233.4K)
Filed 2026-11-04
Greenwood Capital Associates LLC
DECREASED
Shares6,878 from 7,905
Change-1,027 (-13%)
Value$2.3M (-$567.3K)
Filed 2026-10-27
Curtis Advisory Group, LLC
DECREASED
Shares6,871 from 7,165
Change-294 (-4%)
Value$2.3M (-$299.0K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares6,813 from 6,968
Change-155 (-2%)
Value$2.3M (-$246.5K)
Filed 2026-11-03
Elevated Financial Group LLC
DECREASED
Shares6,699 from 6,714
Change-15 (0%)
Value$2.3M (-$192.1K)
Filed 2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares6,619 from 6,672
Change-53 (-1%)
Value$2.2M (-$203.8K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,616 from 6,616
Change0 (0%)
Value$2.2M (-$108.2K)
Filed 2026-10-13
Bokf, NA
DECREASED
Shares6,490 from 6,768
Change-278 (-4%)
Value$2.2M (-$282.5K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
INCREASED
Shares6,483 from 6,327
Change+156 (+2%)
Value$2.2M (+$278.0K)
Filed 2026-10-13
Systelligence, LLC
DECREASED
Shares6,390 from 53,847
Change-47,457 (-88%)
Value$988.0K (-$18.7M)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares6,372 from 6,153
Change+219 (+4%)
Value$2.2M (-$97.6K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
INCREASED
Shares6,314 from 6,228
Change+86 (+1%)
Value$2.1M (-$144.5K)
Filed 2026-11-02
Brown Wealth Management, LLC
DECREASED
Shares6,259 from 6,546
Change-287 (-4%)
Value$2.1M (-$279.5K)
Filed 2026-10-20
Townsend Asset Management Corp
INCREASED
Shares6,160 from 6,074
Change+86 (+1%)
Value$2.1M (-$140.2K)
Filed 2026-10-29
Bouvel Investment Partners, LLC
INCREASED
Shares6,125 from 5,834
Change+291 (+5%)
Value$2.1M (-$64.3K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares6,017 from 5,811
Change+206 (+4%)
Value$2.0K (-$2.1M)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares5,984 from 5,963
Change+21 (+0%)
Value$2.0M (-$159.2K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares5,951 from 5,836
Change+115 (+2%)
Value$2.0M (-$123.5K)
Filed 2026-11-05
Richardson Financial Services Inc.
DECREASED
Shares5,888 from 6,204
Change-316 (-5%)
Value$2.0M (-$279.7K)
Filed 2026-10-30
Tranquility Partners, LLC
DECREASED
Shares5,884 from 5,932
Change-48 (-1%)
Value$2.0M (-$181.5K)
Filed 2026-10-20
Kure Advisory, LLC
INCREASED
Shares5,739 from 5,572
Change+167 (+3%)
Value$1.9M (-$99.1K)
Filed 2026-10-08
Ironwood Financial, llc
INCREASED
Shares5,730 from 5,122
Change+608 (+12%)
Value$1.9M (+$147.2K)
Filed 2026-10-20
Graetz Wealth LLC
DECREASED
Shares5,724 from 6,572
Change-848 (-13%)
Value$1.9M (-$469.8K)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares5,694 from 5,861
Change-167 (-3%)
Value$1.9M (-$219.7K)
Filed 2026-10-20
Rebalance, LLC
INCREASED
Shares5,694 from 5,669
Change+25 (+0%)
Value$1.9M (-$149.5K)
Filed 2026-10-22
GC Wealth Management RIA, LLC
INCREASED
Shares5,681 from 5,611
Change+70 (+1%)
Value$1.9M (-$132.7K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
DECREASED
Shares5,542 from 6,124
Change-582 (-9%)
Value$1.9M (-$368.1K)
Filed 2026-10-23
Stanich Group LLC
INCREASED
Shares5,540 from 5,499
Change+41 (+1%)
Value$1.9M (-$140.2K)
Filed 2026-10-16
Sagace Wealth Management LLC
DECREASED
Shares5,523 from 5,616
Change-93 (-2%)
Value$1.9M (-$187.9K)
Filed 2026-10-28
Southland Equity Partners LLC
NEW
Shares5,522
Change+5,522
Value$1.9M
Filed 2026-10-14
Uptick Partners, LLC
DECREASED
Shares5,522 from 5,643
Change-121 (-2%)
Value$1.9M (-$198.1K)
Filed 2026-11-04
Ferguson Johnson Wealth Management Inc
INCREASED
Shares5,520 from 5,285
Change+235 (+4%)
Value$1.9M (-$67.3K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares5,505 from 4,631
Change+874 (+19%)
Value$1.9K (-$1.7M)
Filed 2026-10-26
Michels Family Financial, LLC
INCREASED
Shares5,420 from 5,336
Change+84 (+2%)
Value$1.8M (-$120.4K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
DECREASED
Shares5,392 from 5,421
Change-29 (-1%)
Value$1.8M (-$46.4K)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
UNCHANGED
Shares5,389 from 5,389
Change0 (0%)
Value$1.8M (-$150.2K)
Filed 2026-10-30
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares5,378 from 5,378
Change0 (0%)
Value$1.8M (-$118.1K)
Filed 2026-10-13
Sage Mountain Advisors LLC
DECREASED
Shares5,316 from 5,484
Change-168 (-3%)
Value$1.8M (-$209.7K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares5,252 from 5,018
Change+234 (+5%)
Value$1.8M (-$60.7K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares5,206 from 5,100
Change+106 (+2%)
Value$1.8M (-$106.3K)
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares5,202 from 5,355
Change-153 (-3%)
Value$1.8M (-$200.9K)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares5,161 from 5,030
Change+131 (+3%)
Value$1.7M (-$95.9K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
DECREASED
Shares5,152 from 5,182
Change-30 (-1%)
Value$1.7M (-$154.5K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
INCREASED
Shares4,966 from 4,709
Change+257 (+5%)
Value$1.7M (-$44.4K)
Filed 2026-11-02
Simon Quick Advisors, LLC
DECREASED
Shares4,963 from 5,371
Change-408 (-8%)
Value$1.7M (-$287.4K)
Filed 2026-10-26
Independent Wealth Network Inc.
DECREASED
Shares4,948 from 5,070
Change-122 (-2%)
Value$1.7M (-$182.4K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
DECREASED
Shares4,944 from 4,982
Change-38 (-1%)
Value$1.7M (-$151.9K)
Filed 2026-10-09
Tritonpoint Wealth, LLC
DECREASED
Shares4,914 from 4,989
Change-75 (-1%)
Value$1.7M (-$164.4K)
Filed 2026-10-19
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares4,813 from 4,813
Change0 (0%)
Value$1.6M (-$134.0K)
Filed 2026-11-02
Lionshead Wealth Management, LLC
INCREASED
Shares4,781 from 4,606
Change+175 (+4%)
Value$1.6M (-$69.3K)
Filed 2026-10-21
Investmark Advisory Group LLC
INCREASED
Shares4,722 from 3,745
Change+977 (+26%)
Value$1.6M (+$226.0K)
Filed 2026-10-27
1834 Investment Advisors Co
INCREASED
Shares4,711 from 4,640
Change+71 (+2%)
Value$1.6M (-$105.3K)
Filed 2026-10-16
Aspiriant, LLC
INCREASED
Shares4,635 from 4,542
Change+93 (+2%)
Value$1.6M (-$95.2K)
Filed 2026-10-16
Manchester Capital Management LLC
DECREASED
Shares4,630 from 4,670
Change-40 (-1%)
Value$1.6M (-$143.7K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares4,611 from 4,768
Change-157 (-3%)
Value$1.6M (-$180.6K)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
INCREASED
Shares4,610 from 4,590
Change+20 (+0%)
Value$1.6M (-$121.2K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares4,597 from 5,111
Change-514 (-10%)
Value$1.6M (-$316.0K)
Filed 2026-11-05
Trust Co
INCREASED
Shares4,582 from 4,212
Change+370 (+9%)
Value$1.5M (+$7.5K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED
Shares4,517 from 4,722
Change-205 (-4%)
Value$1.5M (-$201.2K)
Filed 2026-10-08
JFS Wealth Advisors, LLC
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$1.5M (-$125.3K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares4,478 from 4,011
Change+467 (+12%)
Value$1.5M (+$46.2K)
Filed 2026-10-29
Cordoba Advisory Partners LLC
INCREASED
Shares4,458 from 4,064
Change+394 (+10%)
Value$1.5M (+$19.8K)
Filed 2026-10-19
BKM Wealth Management, LLC
INCREASED
Shares4,433 from 3,083
Change+1,350 (+44%)
Value$1.5M (+$370.2K)
Filed 2026-10-22
Capital Squared Financial LLC
INCREASED
Shares4,388 from 4,117
Change+271 (+7%)
Value$1.5M (-$23.4K)
Filed 2026-10-30
Wedmont Private Capital
DECREASED
Shares4,329 from 4,774
Change-445 (-9%)
Value$1.5M (-$216.5K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares4,292 from 4,292
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
River's Edge Wealth Management, LLC
INCREASED
Shares4,283 from 4,068
Change+215 (+5%)
Value$1.4M (-$26.3K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares4,263 from 4,223
Change+40 (+1%)
Value$1.4M (-$23.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares4,263 from 4,223
Change+40 (+1%)
Value$1.4M (-$23.4K)
Filed 2026-10-20
Klingman & Associates, LLC
DECREASED
Shares4,211 from 4,424
Change-213 (-5%)
Value$1.4M (-$195.3K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares4,195 from 4,270
Change-75 (-2%)
Value$1.4M (-$144.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares4,171 from 4,936
Change-765 (-15%)
Value$1.4M (-$396.1K)
Filed 2026-10-21
TFB Advisors LLC
DECREASED
Shares4,171 from 4,356
Change-185 (-4%)
Value$1.4M (-$183.9K)
Filed 2026-11-02
City Holding Co
INCREASED
Shares4,128 from 4,076
Change+52 (+1%)
Value$1.4M (-$96.1K)
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares4,108 from 1,507
Change+2,601 (+173%)
Value$1.4M (+$836.7K)
Filed 2026-10-22
Marino, Stram & Associates LLC
INCREASED
Shares4,098 from 3,414
Change+684 (+20%)
Value$1.4M (+$136.1K)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares4,091 from 3,081
Change+1,010 (+33%)
Value$1.4M (+$255.4K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED
Shares4,068 from 4,127
Change-59 (-1%)
Value$1.4M (-$135.0K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares4,036 from 3,052
Change+984 (+32%)
Value$1.4M (+$247.6K)
Filed 2026-11-04
Opus Capital Group, LLC
DECREASED
Shares4,026 from 4,152
Change-126 (-3%)
Value$1.4K (-$1.5M)
Filed 2026-10-30
First United Bank & Trust
INCREASED
Shares3,976 from 3,952
Change+24 (+1%)
Value$1.3M (-$102.0K)
Filed 2026-10-22
Grey Ledge Advisors, LLC
DECREASED
Shares3,970 from 4,011
Change-41 (-1%)
Value$1.3M (-$125.6K)
Filed 2026-11-02
Diversified Enterprises, LLC
DECREASED
Shares3,910 from 4,103
Change-193 (-5%)
Value$1.3M (-$179.6K)
Filed 2026-10-19
Sunburst Financial Group, LLC
DECREASED
Shares3,908 from 3,909
Change-1 (0%)
Value$1.3M (-$109.1K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares3,905 from 3,611
Change+294 (+8%)
Value$1.3M (-$1.3K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$1.3M (-$108.7K)
Filed 2026-10-13
Cooksen Wealth, LLC
DECREASED
Shares3,816 from 3,898
Change-82 (-2%)
Value$1.3M (-$110.0K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
INCREASED
Shares3,776 from 3,756
Change+20 (+1%)
Value$1.3M (-$7.6K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares3,741 from 3,840
Change-99 (-3%)
Value$1.3M (-$140.4K)
Filed 2026-10-19
Waystone Advisors LLC
DECREASED
Shares3,699 from 3,706
Change-7 (0%)
Value$1.4M (-$2.6K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares3,683 from 3,724
Change-41 (-1%)
Value$1.2M (-$117.6K)
Filed 2026-10-22
Willner & Heller, LLC
DECREASED
Shares3,653 from 3,769
Change-116 (-3%)
Value$1.2M (-$144.4K)
Filed 2026-10-28
St. Louis Trust Co
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$1.2M (-$80.4M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares3,603 from 3,401
Change+202 (+6%)
Value$1.2M (-$26.5K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares3,545 from 3,430
Change+115 (+3%)
Value$1.2M (-$56.9K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,486 from 3,784
Change-298 (-8%)
Value$1.2M (-$206.1K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED
Shares3,482 from 3,481
Change+1 (+0%)
Value$1.2M (-$96.8K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares3,476 from 3,439
Change+37 (+1%)
Value$1.2M (-$83.6K)
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares3,395 from 4,678
Change-1,283 (-27%)
Value$1.1M (-$598.0K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares3,378 from 3,344
Change+34 (+1%)
Value$1.1M (-$81.7K)
Filed 2026-11-04
Royal Fund Management, LLC
DECREASED
Shares3,371 from 3,491
Change-120 (-3%)
Value$1.1M (-$137.8K)
Filed 2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED
Shares3,365 from 3,142
Change+223 (+7%)
Value$1.1M (-$12.4K)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares3,353 from 2,967
Change+386 (+13%)
Value$1.1M (+$47.7K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
INCREASED
Shares3,351 from 762
Change+2,589 (+340%)
Value$1.1M (+$853.5K)
Filed 2026-10-26
LexAurum Advisors, LLC
INCREASED
Shares3,307 from 3,191
Change+116 (+4%)
Value$1.1M (-$49.8K)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares3,300 from 3,092
Change+208 (+7%)
Value$1.1M (-$892)
Filed 2026-10-13
Wrenne Financial Planning LLC
DECREASED
Shares3,257 from 3,268
Change-11 (0%)
Value$1.1M (-$94.6K)
Filed 2026-10-30
WealthCare Investment Partners, LLC
DECREASED
Shares3,215 from 3,295
Change-80 (-2%)
Value$1.1M (-$118.6K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares3,186 from 3,228
Change-42 (-1%)
Value$1.1M (-$104.2K)
Filed 2026-10-08
MCF Advisors LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$1.1M (-$87.8K)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares3,145 from 3,145
Change0 (0%)
Value$1.1M (-$87.7K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares3,122 from 3,155
Change-33 (-1%)
Value$1.1M (-$99.3K)
Filed 2026-10-23
Center For Asset Management LLC
DECREASED
Shares3,113 from 3,446
Change-333 (-10%)
Value$1.1M (-$208.4K)
Filed 2026-10-16
Park National Corp
DECREASED
Shares3,107 from 5,666
Change-2,559 (-45%)
Value$1.0M (-$1.0M)
Filed 2026-10-05
Gryphon Financial Partners LLC
INCREASED
Shares3,103 from 3,101
Change+2 (+0%)
Value$1.0M (-$85.6K)
Filed 2026-11-04
Hartline Investment Corp/
DECREASED
Shares3,096 from 4,306
Change-1,210 (-28%)
Value$1.0M (-$528.8K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares3,090
Change+3,090
Value$1.0K
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares3,082 from 2,973
Change+109 (+4%)
Value$1.0M (-$46.1K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED
Shares3,001 from 3,001
Change0 (0%)
Value$1.0M (-$83.6K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares2,998 from 2,998
Change0 (0%)
Value$1.0M (-$83.6K)
Filed 2026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,983 from 2,983
Change0 (0%)
Value$1.0M (-$83.1K)
Filed 2026-11-04
BCS Wealth Management
INCREASED
Shares2,976 from 2,939
Change+37 (+1%)
Value$1.0M (-$69.4K)
Filed 2026-11-03
Elm3 Financial Group, LLC
DECREASED
Shares2,961 from 3,057
Change-96 (-3%)
Value$1.0M (-$117.7K)
Filed 2026-10-07
True North Advisors, LLC
UNCHANGED
Shares2,949 from 2,949
Change0 (0%)
Value$996.3K (-$82.2K)
Filed 2026-10-22
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares2,939 from 2,939
Change0 (0%)
Value$993.0K (-$81.9K)
Filed 2026-11-03
OFS Enterprise LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$979.7K (-$80.8K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares2,882 from 2,877
Change+5 (+0%)
Value$973.5K (-$78.5K)
Filed 2026-10-29
Rinkey Investments
INCREASED
Shares2,875 from 2,549
Change+326 (+13%)
Value$971.4K (+$39.2K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares2,862 from 2,854
Change+8 (+0%)
Value$966.7K (-$77.1K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,818 from 2,658
Change+160 (+6%)
Value$952.0K (-$20.0K)
Filed 2026-10-27
IFG Advisors, LLC
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$952.1K (-$78.4K)
Filed 2026-10-15
Wisconsin Wealth Advisors, LLC
INCREASED
Shares2,792 from 2,780
Change+12 (+0%)
Value$943.2K (-$73.4K)
Filed 2026-10-08
Dahring | Cusmano LLC
DECREASED
Shares2,789 from 2,857
Change-68 (-2%)
Value$942.2K (-$102.8K)
Filed 2026-11-03
GEN Financial Management, Inc.
INCREASED
Shares2,745 from 1,240
Change+1,505 (+121%)
Value$927.3K (+$473.9K)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares2,740 from 3,040
Change-300 (-10%)
Value$925.6K (-$186.0K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares2,693 from 2,781
Change-88 (-3%)
Value$909.9K (-$107.1K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares2,666 from 2,969
Change-303 (-10%)
Value$900.7K (-$185.1K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares2,599 from 2,152
Change+447 (+21%)
Value$878.0K (+$91.0K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares2,597 from 2,606
Change-9 (0%)
Value$877.4K (-$75.7K)
Filed 2026-10-16
Glenview Trust Co
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$875.0K (-$72.2K)
Filed 2026-10-28
Evermay Wealth Management LLC
DECREASED
Shares2,573 from 2,701
Change-128 (-5%)
Value$869.2K (-$118.5K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares2,566 from 2,352
Change+214 (+9%)
Value$867.0K (+$6.9K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares2,562 from 1,814
Change+748 (+41%)
Value$865.6K (+$202.0K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$864.8K (-$71.3K)
Filed 2026-10-05
Decker Wealth Management LLC
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$857.8K (-$70.8K)
Filed 2026-10-09
BLB&B Advisors, LLC
DECREASED
Shares2,525 from 3,109
Change-584 (-19%)
Value$853.1K (-$283.9K)
Filed 2026-10-27
Wealth Preservation Advisors, LLC
INCREASED
Shares2,508 from 2,063
Change+445 (+22%)
Value$847.2K (+$92.9K)
Filed 2026-11-05
Compass Financial Group, Inc
DECREASED
Shares2,505 from 2,533
Change-28 (-1%)
Value$846.1K (-$80.2K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares2,501 from 2,755
Change-254 (-9%)
Value$844.9K (-$162.6K)
Filed 2026-10-09
Gilliland Jeter Wealth Management LLC
INCREASED
Shares2,492 from 2,491
Change+1 (+0%)
Value$842.0K (-$69.0K)
Filed 2026-10-28
LightSquare Wealth Management, LLC
DECREASED
Shares2,430 from 2,636
Change-206 (-8%)
Value$821.0K (-$143.1K)
Filed 2026-11-03
Kennicott Capital Management LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$821.1K (-$67.7K)
Filed 2026-10-16
Hoge Financial Services, LLC
DECREASED
Shares2,409 from 2,431
Change-22 (-1%)
Value$813.7K (-$75.2K)
Filed 2026-11-05
Aviso Wealth Management
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$813.3K (-$67.1K)
Filed 2026-11-04
Bay Capital Advisors, LLC
DECREASED
Shares2,401 from 2,767
Change-366 (-13%)
Value$811.3K (-$200.6K)
Filed 2026-10-16
Procyon Advisors, LLC
INCREASED
Shares2,389 from 1,688
Change+701 (+42%)
Value$807.0K (+$189.6K)
Filed 2026-10-21
Steph & Co
DECREASED
Shares2,383 from 2,461
Change-78 (-3%)
Value$805.0K (-$94.9K)
Filed 2026-10-07
Fusion Capital, LLC
DECREASED
Shares2,359 from 2,451
Change-92 (-4%)
Value$796.9K (-$99.5K)
Filed 2026-10-28
McClarren Financial Advisors, Inc.
DECREASED
Shares2,356 from 2,366
Change-10 (0%)
Value$796.0K (-$69.1K)
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares2,341 from 2,396
Change-55 (-2%)
Value$774.3K (-$101.9K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares2,341 from 2,340
Change+1 (+0%)
Value$790.9K (-$64.9K)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares2,322 from 2,252
Change+70 (+3%)
Value$784.5K (-$39.1K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares2,307 from 2,352
Change-45 (-2%)
Value$779.3K (-$80.7K)
Filed 2026-10-23
River Street Advisors LLC
INCREASED
Shares2,302 from 2,245
Change+57 (+3%)
Value$777.7K (-$43.3K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares2,294 from 2,357
Change-63 (-3%)
Value$775.3K (-$86.8K)
Filed 2026-10-30
Advisory Solutions Group, LLC
NEW
Shares2,287
Change+2,287
Value$772.6K
Filed 2026-10-14
Solutions 4 Wealth, Ltd
INCREASED
Shares2,280 from 2,278
Change+2 (+0%)
Value$770.1K (-$63.1K)
Filed 2026-11-03
GLR Partners, LLC
DECREASED
Shares2,268 from 2,361
Change-93 (-4%)
Value$766.2K (-$97.2K)
Filed 2026-11-04
Clarity Capital Advisors, LLC
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$765.9K (-$63.2K)
Filed 2026-10-27
Independence Asset Advisors, LLC
INCREASED
Shares2,261 from 2,259
Change+2 (+0%)
Value$763.8K (-$62.3K)
Filed 2026-10-23
Bell Bank
INCREASED
Shares2,221 from 2,195
Change+26 (+1%)
Value$750.3K (-$52.4K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares2,215 from 2,179
Change+36 (+2%)
Value$748.4K (-$48.4K)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares2,214 from 4,965
Change-2,751 (-55%)
Value$747.8K (-$1.1M)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$748.1K (-$61.7K)
Filed 2026-10-26
Orin Green Financial, LLC
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$744.9K (-$61.5K)
Filed 2026-10-19
Florida Trust Wealth Management Co
INCREASED
Shares2,171 from 1,340
Change+831 (+62%)
Value$733.4K (+$243.4K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares2,158 from 2,037
Change+121 (+6%)
Value$729.0K (-$16.1K)
Filed 2026-11-04
Northwest Wealth Advisors, LLC
DECREASED
Shares2,136 from 2,139
Change-3 (0%)
Value$721.6K (-$60.4K)
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares2,134 from 5,650
Change-3,516 (-62%)
Value$720.9K (-$1.3M)
Filed 2026-11-05
Tsfg, LLC
DECREASED
Shares2,131 from 2,249
Change-118 (-5%)
Value$720 (-$821.3K)
Filed 2026-10-23
Busey Bank
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$719.6K (-$59.4K)
Filed 2026-10-26
Dala Group, LLC
INCREASED
Shares2,127 from 1,987
Change+140 (+7%)
Value$718.4K (-$8.2K)
Filed 2026-10-29
Arrow Investment Advisors, LLC
DECREASED
Shares2,119 from 2,206
Change-87 (-4%)
Value$715.9K (-$90.9K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,108 from 2,197
Change-89 (-4%)
Value$712.2K (-$91.3K)
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares2,107 from 2,134
Change-27 (-1%)
Value$711.8K (-$68.6K)
Filed 2026-10-26
Bishop & Co Investment Management, LLC
DECREASED
Shares2,104 from 2,185
Change-81 (-4%)
Value$710.8K (-$88.3K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares2,098 from 2,074
Change+24 (+1%)
Value$708.8K (-$49.7K)
Filed 2026-10-26
Facet Wealth, Inc.
INCREASED
Shares2,087 from 1,155
Change+932 (+81%)
Value$705.1K (+$282.7K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares2,074 from 2,893
Change-819 (-28%)
Value$700.5K (-$357.4K)
Filed 2026-10-20
Silverlake Wealth Management LLC
INCREASED
Shares2,063 from 2,041
Change+22 (+1%)
Value$697.1K (-$49.3K)
Filed 2026-10-21
Northeast Investment Management
UNCHANGED
Shares2,061 from 2,061
Change0 (0%)
Value$696.3K (-$57.4K)
Filed 2026-10-30
MFG Investments, LLC
NEW
Shares2,050
Change+2,050
Value$692.7K
Filed 2026-10-30
Sigma Investment Counselors Inc
INCREASED
Shares2,044 from 1,384
Change+660 (+48%)
Value$690.5K (+$184.4K)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,955 from 1,908
Change+47 (+2%)
Value$660.3K (-$37.6K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
DECREASED
Shares1,954 from 1,974
Change-20 (-1%)
Value$660.2K (-$61.8K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares1,951 from 1,436
Change+515 (+36%)
Value$658.9K (+$133.6K)
Filed 2026-11-03
William Mack & Associates, Inc.
DECREASED
Shares1,948 from 2,002
Change-54 (-3%)
Value$658.1K (-$74.0K)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares1,942 from 1,875
Change+67 (+4%)
Value$660.8K (-$18.4K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,934 from 1,756
Change+178 (+10%)
Value$653.1K (+$10.9K)
Filed 2026-10-13
FF Advisors,LLC
INCREASED
Shares1,932 from 1,401
Change+531 (+38%)
Value$652.7K (+$140.3K)
Filed 2026-10-21
Genesis Private Wealth, LLC
DECREASED
Shares1,926 from 1,934
Change-8 (0%)
Value$650.5K (-$56.6K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares1,912 from 1,767
Change+145 (+8%)
Value$645.8K (-$559)
Filed 2026-10-28
InvesTrust
DECREASED
Shares1,910 from 1,939
Change-29 (-1%)
Value$645.3K (-$63.8K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
DECREASED
Shares1,898 from 1,969
Change-71 (-4%)
Value$641.1K (-$78.9K)
Filed 2026-10-20
McGuire Investment Group, LLC
INCREASED
Shares1,863 from 1,846
Change+17 (+1%)
Value$629.4K (-$45.7K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares1,853 from 1,841
Change+12 (+1%)
Value$625.9K (-$47.3K)
Filed 2026-10-14
LEE Danner & Bass Inc
DECREASED
Shares1,851 from 2,067
Change-216 (-10%)
Value$625.4K (-$130.6K)
Filed 2026-10-27
Integrated Capital Management, LLC
DECREASED
Shares1,845 from 1,856
Change-11 (-1%)
Value$623.5K (-$55.4K)
Filed 2026-10-23
Shepherd Financial Partners LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$616.5K (-$50.9K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares1,802 from 2,670
Change-868 (-33%)
Value$608.8K (-$367.6K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares1,800 from 2,396
Change-596 (-25%)
Value$608.1K (-$267.9K)
Filed 2026-10-16
Sellwood Investment Partners LLC
INCREASED
Shares1,792 from 1,790
Change+2 (+0%)
Value$605.3K (-$49.3K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,790 from 1,739
Change+51 (+3%)
Value$604.8K (-$31.1K)
Filed 2026-10-19
Waller Financial Planning Group, Inc
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$603.4K (-$49.8K)
Filed 2026-10-07
RKL Wealth Management LLC
DECREASED
Shares1,785 from 1,790
Change-5 (0%)
Value$602.9K (-$51.6K)
Filed 2026-10-16
Plancorp, LLC
DECREASED
Shares1,780 from 1,796
Change-16 (-1%)
Value$587.9K (-$39.4K)
Filed 2026-11-03
WoodTrust Financial Corp
DECREASED
Shares1,754 from 1,784
Change-30 (-2%)
Value$593 (-$651.4K)
Filed 2026-10-09
Saxon Interests, Inc.
INCREASED
Shares1,751 from 1,215
Change+536 (+44%)
Value$591.4K (+$147.1K)
Filed 2026-10-26
Gen-Wealth Partners Inc
DECREASED
Shares1,725 from 3,024
Change-1,299 (-43%)
Value$582.7K (-$523.0K)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$581.4K (-$48.0K)
Filed 2026-10-15
Eagle Harbor Asset Management Inc
DECREASED
Shares1,719 from 10,557
Change-8,838 (-84%)
Value$580.7K (-$746.4K)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares1,719 from 1,763
Change-44 (-2%)
Value$580.6K (-$64.2K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
DECREASED
Shares1,701 from 1,702
Change-1 (0%)
Value$574.7K (-$47.8K)
Filed 2026-10-14
K2 Financial Inc.
DECREASED
Shares1,684 from 1,731
Change-47 (-3%)
Value$574.0K (-$50.4K)
Filed 2026-10-26
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,677 from 1,566
Change+111 (+7%)
Value$568.3K (-$4.9K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares1,672 from 1,694
Change-22 (-1%)
Value$564.9K (-$54.4K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares1,656 from 1,646
Change+10 (+1%)
Value$559.4K (-$42.7K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED
Shares1,650 from 2,268
Change-618 (-27%)
Value$557.4K (-$272.0K)
Filed 2026-10-14
Caldwell Trust Co
INCREASED
Shares1,641 from 1,602
Change+39 (+2%)
Value$554.4K (-$31.5K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares1,617 from 1,651
Change-34 (-2%)
Value$546.3K (-$57.5K)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares1,612 from 1,506
Change+106 (+7%)
Value$544.6K (-$6.2K)
Filed 2026-11-05
Arsenal Capital Advisors LLC
INCREASED
Shares1,609 from 1,411
Change+198 (+14%)
Value$543.6K (+$27.7K)
Filed 2026-11-02
Markowski Investments
UNCHANGED
Shares1,609 from 1,609
Change0 (0%)
Value$543.5K (-$44.8K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares1,605 from 1,703
Change-98 (-6%)
Value$542.3K (-$80.6K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,596 from 1,579
Change+17 (+1%)
Value$539.2K (-$38.3K)
Filed 2026-10-14
Amplius Wealth Advisors, LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$537.5K (-$44.3K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,585 from 1,572
Change+13 (+1%)
Value$535.3K (-$39.4K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
DECREASED
Shares1,548 from 1,549
Change-1 (0%)
Value$522.8K (-$43.8K)
Filed 2026-10-21
Mcdonald Partners LLC
INCREASED
Shares1,545 from 1,520
Change+25 (+2%)
Value$521.9K (-$33.9K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares1,532 from 1,487
Change+45 (+3%)
Value$517.4K (-$26.3K)
Filed 2026-11-05
Northstar Asset Management Co
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$511.1K (-$10.0K)
Filed 2026-10-22
Agate Pass Investment Management, LLC
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$514.9K (-$42.4K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares1,522 from 1,289
Change+233 (+18%)
Value$514.2K (+$42.8K)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares1,503 from 1,517
Change-14 (-1%)
Value$507.8K (-$47.0K)
Filed 2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$548.6K ($0)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares1,498 from 1,369
Change+129 (+9%)
Value$506.1K (+$5.4K)
Filed 2026-10-28
Greenspring Advisors, LLC
DECREASED
Shares1,496 from 1,745
Change-249 (-14%)
Value$505.3K (-$132.7K)
Filed 2026-11-05
Apeiron RIA LLC
NEW
Shares1,493
Change+1,493
Value$508.2K
Filed 2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,488 from 1,449
Change+39 (+3%)
Value$502.7K (-$27.2K)
Filed 2026-10-14
Kaizen Financial Strategies
DECREASED
Shares1,485 from 1,486
Change-1 (0%)
Value$501.8K (-$36.7K)
Filed 2026-10-09
Finward Bancorp
DECREASED
Shares1,460 from 1,655
Change-195 (-12%)
Value$493.2K (-$112.0K)
Filed 2026-10-14
S.A. Mason LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$487.8K (-$40.2K)
Filed 2026-10-13
Financial Insights, Inc.
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$487.0K (-$40.1K)
Filed 2026-10-27
Asempa Wealth Advisors
DECREASED
Shares1,437 from 1,502
Change-65 (-4%)
Value$489.1K (-$60.2K)
Filed 2026-10-07
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$484.1K (-$39.9K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW
Shares1,416
Change+1,416
Value$478.3K
Filed 2026-10-27
LongView Wealth Management
INCREASED
Shares1,413 from 1,392
Change+21 (+2%)
Value$477.4K (-$31.6K)
Filed 2026-10-19
Sensible Money, LLC
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$475.3K (-$39.2K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares1,388 from 1,444
Change-56 (-4%)
Value$468.9K (-$59.2K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares1,381 from 854
Change+527 (+62%)
Value$466.7K (+$154.3K)
Filed 2026-10-29
NavPoint Financial, Inc.
INCREASED
Shares1,379 from 1,378
Change+1 (+0%)
Value$465.8K (-$38.0K)
Filed 2026-10-21
Argentarii, LLC
DECREASED
Shares1,358 from 1,387
Change-29 (-2%)
Value$458.8K (-$42.7K)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares1,354 from 1,305
Change+49 (+4%)
Value$457.4K (-$19.8K)
Filed 2026-10-29
Narwhal Capital Management
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$456.1K (-$37.6K)
Filed 2026-11-04
Taylor Financial Group, Inc.
DECREASED
Shares1,340 from 1,393
Change-53 (-4%)
Value$452.7K (-$56.7K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$452.7K (-$37.3K)
Filed 2026-10-26
Principle Wealth Partners LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$446.3K (-$36.8K)
Filed 2026-11-02
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$445.6K (-$36.8K)
Filed 2026-10-13
Miller Financial Services LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$444.9K (-$36.7K)
Filed 2026-10-20
Salem Investment Counselors Inc
INCREASED
Shares1,300 from 1,281
Change+19 (+1%)
Value$439.2K (-$29.3K)
Filed 2026-10-13
Clark Asset Management, LLC
DECREASED
Shares1,300 from 1,303
Change-3 (0%)
Value$439.2K (-$37.1K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$434.6K (-$35.9K)
Filed 2026-10-23
Cutler Investment Counsel LLC
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$429.7K (-$35.4K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares1,261 from 5,406
Change-4,145 (-77%)
Value$426.0K (-$1.6M)
Filed 2026-11-05
Planning Strategies Inc.
DECREASED
Shares1,256 from 1,295
Change-39 (-3%)
Value$424.3K (-$49.3K)
Filed 2026-10-02
Ascent Group, LLC
DECREASED
Shares1,249 from 1,333
Change-84 (-6%)
Value$422.0K (-$65.5K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares1,249 from 1,250
Change-1 (0%)
Value$421.9K (-$35.2K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares1,244 from 1,197
Change+47 (+4%)
Value$420.4K (-$17.5K)
Filed 2026-10-14
WBH Advisory Inc
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$420.3K (-$34.7K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
INCREASED
Shares1,241 from 1,240
Change+1 (+0%)
Value$419.2K (-$34.2K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares1,235 from 1,237
Change-2 (0%)
Value$417.4K (-$35.1K)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
NEW
Shares1,226
Change+1,226
Value$414.2K
Filed 2026-11-04
Smithbridge Asset Management Inc
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$412.5K (-$34.0K)
Filed 2026-10-19
Verus Financial Partners, Inc.
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$411.1K (-$33.9K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,212 from 1,211
Change+1 (+0%)
Value$409.1K (-$33.5K)
Filed 2026-11-05
Davis Investment Partners, LLC
DECREASED
Shares1,200 from 1,326
Change-126 (-9%)
Value$405.4K (-$79.5K)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares1,184 from 1,121
Change+63 (+6%)
Value$400.0K (-$10.0K)
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$399.0K (-$32.9K)
Filed 2026-10-23
LaFleur & Godfrey LLC
INCREASED
Shares1,173 from 1,106
Change+67 (+6%)
Value$396.3K (-$8.2K)
Filed 2026-10-27
Simplicity Wealth,LLC
DECREASED
Shares1,170 from 1,335
Change-165 (-12%)
Value$395.1K (-$93.0K)
Filed 2026-10-23
MBL Wealth, LLC
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$393.6K (-$32.5K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares1,164 from 1,206
Change-42 (-3%)
Value$393.2K (-$30.7K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
INCREASED
Shares1,163 from 1,118
Change+45 (+4%)
Value$392.9K (-$16.0K)
Filed 2026-10-23
Richard P Slaughter Associates Inc
DECREASED
Shares1,161 from 1,221
Change-60 (-5%)
Value$392.1K (-$54.5K)
Filed 2026-10-13
West Bancorporation Inc
DECREASED
Shares1,159 from 1,214
Change-55 (-5%)
Value$391.5K (-$52.4K)
Filed 2026-10-29
Advocate Group LLC
INCREASED
Shares1,156 from 829
Change+327 (+39%)
Value$390.5K (+$87.4K)
Filed 2026-10-19
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,133 from 1,183
Change-50 (-4%)
Value$382.8K (-$49.9K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares1,124 from 430
Change+694 (+161%)
Value$379.7K (+$222.3K)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares1,118 from 646
Change+472 (+73%)
Value$377.7K (+$141.5K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$377.6K (-$31.1K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$376.8K (-$31.1K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares1,113 from 1,173
Change-60 (-5%)
Value$376.0K (-$53.0K)
Filed 2026-11-04
Mycio Wealth Partners, LLC
INCREASED
Shares1,103 from 1,102
Change+1 (+0%)
Value$372.7K (-$30.4K)
Filed 2026-11-04
Thrive Wealth Management, LLC
INCREASED
Shares1,101 from 1,067
Change+34 (+3%)
Value$371.9K (-$18.2K)
Filed 2026-10-13
ARK & TLK Investments, LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$371.0K (-$30.6K)
Filed 2026-10-20
IPG Investment Advisors LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$368.6K (-$30.4K)
Filed 2026-10-30
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$367.9K (-$30.4K)
Filed 2026-10-09
CWA Asset Management Group, LLC
DECREASED
Shares1,086 from 1,143
Change-57 (-5%)
Value$366.8K (-$51.3K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares1,083 from 1,247
Change-164 (-13%)
Value$365.1K (-$91.0K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$363.6K (-$29.8K)
Filed 2026-11-03
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$362.2K (-$29.9K)
Filed 2026-10-29
CDM Financial Counseling Services, Inc.
INCREASED
Shares1,069 from 1,004
Change+65 (+6%)
Value$361.7K (-$5.9K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
INCREASED
Shares1,067 from 933
Change+134 (+14%)
Value$360.5K (+$19.3K)
Filed 2026-10-15
Axim Planning & Wealth
DECREASED
Shares1,064 from 1,084
Change-20 (-2%)
Value$359.6K (-$36.9K)
Filed 2026-10-28
LifeGoal Investments, LLC
NEW
Shares1,063
Change+1,063
Value$359.0K
Filed 2026-10-09
Advisory Advocates, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$358.4K (-$29.6K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
INCREASED
Shares1,056 from 1,016
Change+40 (+4%)
Value$356.9K (-$14.7K)
Filed 2026-10-26
PUREfi Wealth, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$351.4K (-$28.9K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares1,030 from 1,005
Change+25 (+2%)
Value$350.4K (-$17.0K)
Filed 2026-10-20
Scott Capital Advisors, LLC
INCREASED
Shares1,015 from 952
Change+63 (+7%)
Value$347.4K (-$567)
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares1,010 from 970
Change+40 (+4%)
Value$341.2K (-$13.5K)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares1,008 from 977
Change+31 (+3%)
Value$340.4K (-$17.0K)
Filed 2026-10-23
Cypress Wealth Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$347.4K (-$18.3K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$337.8K (-$27.9K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
DECREASED
Shares999 from 1,078
Change-79 (-7%)
Value$337.5K (-$56.7K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$336.5K (-$27.8K)
Filed 2026-10-15
Atlas Brown,Inc.
INCREASED
Shares990 from 715
Change+275 (+38%)
Value$334.5K (+$73.0K)
Filed 2026-10-09
Tactive Advisors, LLC
DECREASED
Shares967 from 1,497
Change-530 (-35%)
Value$326.7K (-$220.8K)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
NEW
Shares956
Change+956
Value$323.0K
Filed 2026-11-05
Align Financial, LLC
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$323.0K (-$26.6K)
Filed 2026-10-16
Merited Wealth, LLC
DECREASED
Shares955 from 1,018
Change-63 (-6%)
Value$322.6K (-$49.5K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares950 from 949
Change+1 (+0%)
Value$320.9K (-$26.3K)
Filed 2026-10-20
InTrack Investment Management Inc
DECREASED
Shares948 from 2,842
Change-1,894 (-67%)
Value$320.2K (-$719.2K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
DECREASED
Shares931 from 1,739
Change-808 (-46%)
Value$314.5K (-$321.5K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$312.8K (-$25.8K)
Filed 2026-10-08
Verus Capital Partners, LLC
DECREASED
Shares917 from 1,765
Change-848 (-48%)
Value$309.8K (-$335.7K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$308.8K (-$25.5K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares910 from 912
Change-2 (0%)
Value$307.3K (-$26.1K)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares907 from 862
Change+45 (+5%)
Value$306.4K (-$8.8K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
DECREASED
Shares904 from 985
Change-81 (-8%)
Value$305.3K (-$54.8K)
Filed 2026-10-21
First Pacific Financial
INCREASED
Shares901 from 900
Change+1 (+0%)
Value$304.3K (-$24.8K)
Filed 2026-10-14
Sepio Capital, LP
DECREASED
Shares896 from 897
Change-1 (0%)
Value$302.9K (-$25.0K)
Filed 2026-10-22
Horizon Financial Services, LLC
INCREASED
Shares887 from 807
Change+80 (+10%)
Value$299.7K (+$4.5K)
Filed 2026-11-04
LWM Advisors Inc
INCREASED
Shares885 from 851
Change+34 (+4%)
Value$299.0K (-$12.2K)
Filed 2026-10-08
Macroview Investment Management LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$298.1K (-$24.4K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
DECREASED
Shares868 from 933
Change-65 (-7%)
Value$293.3K (-$47.9K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
NEW
Shares857
Change+857
Value$282.0K
Filed 2026-11-05
Asset Allocation Strategies LLC
INCREASED
Shares853 from 826
Change+27 (+3%)
Value$288.1K (-$13.9K)
Filed 2026-10-20
Linscomb Wealth, Inc.
INCREASED
Shares853 from 829
Change+24 (+3%)
Value$288.2K (-$15.0K)
Filed 2026-11-05
Norden Group LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$286.5K (-$23.6K)
Filed 2026-10-20
Invested Advisors
NEW
Shares846
Change+846
Value$285.8K
Filed 2026-10-23
Ti-Trust, Inc
DECREASED
Shares844 from 899
Change-55 (-6%)
Value$285.1K (-$43.6K)
Filed 2026-10-21
Parsons Capital Management Inc
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$284.5K (-$23.5K)
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$283.8K (-$23.4K)
Filed 2026-10-14
Cypress Financial Planning LLC
DECREASED
Shares835 from 836
Change-1 (0%)
Value$282.1K (-$23.6K)
Filed 2026-10-09
Rossmore Private Capital
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$281.4K (-$23.2K)
Filed 2026-10-27
Stewardship Advisors, LLC
DECREASED
Shares830 from 1,221
Change-391 (-32%)
Value$280.4K (-$166.1K)
Filed 2026-10-20
Innovative Wealth Building LLC
DECREASED
Shares828 from 908
Change-80 (-9%)
Value$279.8K (-$52.4K)
Filed 2026-10-14
JB Capital LLC
NEW
Shares826
Change+826
Value$279.0K
Filed 2026-10-19
TFC Financial Management, Inc.
DECREASED
Shares826 from 828
Change-2 (0%)
Value$279.2K (-$23.7K)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$279.3K (-$22.9K)
Filed 2026-11-02
Western Reserve Capital Management, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$278.4K (-$23.0K)
Filed 2026-10-14
Brian LOW Financial Group, LLC
DECREASED
Shares821 from 822
Change-1 (0%)
Value$277.4K (-$23.2K)
Filed 2026-10-28
Private Trust Co NA
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$276.6K (-$22.8K)
Filed 2026-10-20
Gemmer Asset Management LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$273.5K (-$22.6K)
Filed 2026-10-16
Hurley Capital, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$270.0K (-$22.0K)
Filed 2026-11-05
Apollon Financial, LLC
DECREASED
Shares794 from 944
Change-150 (-16%)
Value$268.4K (-$77.0K)
Filed 2026-10-23
Professional Financial Advisors, LLC
INCREASED
Shares792 from 787
Change+5 (+1%)
Value$267.6K (-$20.1K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares791 from 935
Change-144 (-15%)
Value$267.2K (-$74.7K)
Filed 2026-10-22
G2 Capital Management, LLC / OH
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$267.2K (-$22.0K)
Filed 2026-10-23
New England Private Wealth Advisors LLC
INCREASED
Shares786 from 785
Change+1 (+0%)
Value$265.4K (-$2.8K)
Filed 2026-10-19
Philadelphia Trust Co
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$265 (-$285.7K)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares782 from 636
Change+146 (+23%)
Value$264.2K (+$31.6K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
DECREASED
Shares781 from 14,000
Change-13,219 (-94%)
Value$264.0K (+$1.8K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares781 from 581
Change+200 (+34%)
Value$264 (+$51)
Filed 2026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$263.9K (-$21.8K)
Filed 2026-10-19
Quadrant Capital Group LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$263.9K (-$21.0K)
Filed 2026-10-20
Nations Financial Group Inc,
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$262.9K (-$21.7K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$261.0K (-$21.5K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares768 from 767
Change+1 (+0%)
Value$259.5K (-$21.2K)
Filed 2026-10-13
Traynor Capital Management, Inc.
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$257.3K (-$21.2K)
Filed 2026-10-29
Beaumont Asset Management, L.L.C.
DECREASED
Shares760 from 761
Change-1 (0%)
Value$256.8K (-$21.5K)
Filed 2026-10-16
Dynamic Financial Group
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$256.2K (-$21.1K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
NEW
Shares755
Change+755
Value$255.1K
Filed 2026-10-29
Redw Wealth LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$254.0K (-$21.0K)
Filed 2026-11-02
Cove Private Wealth, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$253.4K (-$20.9K)
Filed 2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED
Shares743 from 649
Change+94 (+14%)
Value$251.0K (+$13.7K)
Filed 2026-10-23
Fairscale Capital, LLC
INCREASED
Shares742 from 689
Change+53 (+8%)
Value$245.0K (-$7.0K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$250.8K (-$20.4K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares738 from 826
Change-88 (-11%)
Value$249.5K (-$52.6K)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares737 from 1,474
Change-737 (-50%)
Value$249.0K (-$290.1K)
Filed 2026-10-27
Smith Salley Wealth Management
INCREASED
Shares736 from 695
Change+41 (+6%)
Value$248.6K (-$5.5K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$247.0K (-$20.4K)
Filed 2026-10-22
KCM Investment Advisors LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$244.9K (-$20.2K)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares718 from 746
Change-28 (-4%)
Value$242.5K (-$30.2K)
Filed 2026-10-13
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$241.5K (-$19.9K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares714 from 644
Change+70 (+11%)
Value$241.1K (+$5.7K)
Filed 2026-10-23
Tectonic Advisors LLC
DECREASED
Shares713 from 754
Change-41 (-5%)
Value$241.0K (-$34.9K)
Filed 2026-10-22
Enclave Advisors LLC
NEW
Shares708
Change+708
Value$239.4K
Filed 2026-10-14
Cornerstone Wealth Group, LLC
INCREASED
Shares696 from 649
Change+47 (+7%)
Value$235.1K (-$2.2K)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares694 from 770
Change-76 (-10%)
Value$234.5K (-$47.1K)
Filed 2026-10-27
Beacon Financial Group
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$232.8K (-$19.2K)
Filed 2026-10-19
Sageworth Trust Co
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$230.4K (-$19.0K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares678 from 677
Change+1 (+0%)
Value$229 (-$165.9K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares677 from 684
Change-7 (-1%)
Value$228.8K (-$21.4K)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares673 from 672
Change+1 (+0%)
Value$227.2K (-$18.4K)
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$221.1K (-$17.2K)
Filed 2026-10-23
Capstone Wealth Management Group, LLC
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$200.2K (-$46.0K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares670 from 2,211
Change-1,541 (-70%)
Value$226.3K (-$582.2K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW
Shares662
Change+662
Value$223.6K
Filed 2026-10-16
BAM Wealth Management, LLC
NEW
Shares662
Change+662
Value$223.6K
Filed 2026-10-15
Veratis Advisors, Inc.
DECREASED
Shares661 from 662
Change-1 (0%)
Value$223.6K (-$18.4K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares660 from 659
Change+1 (+0%)
Value$222.9K (-$18.2K)
Filed 2026-11-02
SFI Advisors, LLC
DECREASED
Shares657 from 728
Change-71 (-10%)
Value$222.0K (-$44.3K)
Filed 2026-10-30
Breakwater Capital Group
NEW
Shares655
Change+655
Value$221.3K
Filed 2026-10-09
Waters Parkerson & Co., LLC
INCREASED
Shares651 from 650
Change+1 (+0%)
Value$219.9K (-$17.9K)
Filed 2026-11-04
Midwest Financial Group LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$219.9K (-$18.1K)
Filed 2026-10-15
Fulton Bank, N.A.
NEW
Shares650
Change+650
Value$219.6K
Filed 2026-10-14
Entrust Financial LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$219.7K (-$18.1K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$219.6K (-$18.1K)
Filed 2026-11-03
Sjbenen Advisory, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$224.5K (-$7.6K)
Filed 2026-10-19
Fjell Capital, LLC
NEW
Shares647
Change+647
Value$218.6K
Filed 2026-10-13
Wealth Dimensions Group, Ltd.
DECREASED
Shares642 from 856
Change-214 (-25%)
Value$216.9K (-$96.2K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares642 from 631
Change+11 (+2%)
Value$216.9K (-$13.7K)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
NEW
Shares641
Change+641
Value$216.7K
Filed 2026-11-04
TME Financial, Inc.
INCREASED
Shares634 from 599
Change+35 (+6%)
Value$214.3K (-$4.7K)
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares628 from 675
Change-47 (-7%)
Value$212.3K (-$34.7K)
Filed 2026-10-14
Sierra Ocean, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$211.2K (-$17.4K)
Filed 2026-11-03
Certuity, LLC
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$210.4K (-$17.3K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$210.1K (-$17.3K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares617
Change+617
Value$208.4K
Filed 2026-10-21
180 Wealth Advisors, LLC
DECREASED
Shares616 from 654
Change-38 (-6%)
Value$208.1K (-$30.9K)
Filed 2026-11-03
Kathmere Capital Management, LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$208.1K (-$17.2K)
Filed 2026-10-20
Flagstar Securities, Inc
NEW
Shares612
Change+612
Value$206.8K
Filed 2026-10-15
Clear Wave Wealth Management LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$206.7K (-$17.0K)
Filed 2026-11-04
Inman Jager Wealth Management, LLC
DECREASED
Shares609 from 658
Change-49 (-7%)
Value$205.7K (-$34.9K)
Filed 2026-11-05
Abacus Planning Group, Inc.
NEW
Shares600
Change+600
Value$202.7K
Filed 2026-11-02
Mill Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$202.7K (-$16.7K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
NEW
Shares599
Change+599
Value$202.4K
Filed 2026-10-09
Archer Investment Management, LLC
DECREASED
Shares597 from 641
Change-44 (-7%)
Value$201.7K (-$32.6K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares559 from 705
Change-146 (-21%)
Value$188.8K (-$69.0K)
Filed 2026-10-07
Trust Co of Vermont
INCREASED
Shares555 from 550
Change+5 (+1%)
Value$187.5K (-$13.6K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$184.8K (-$15.2K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares520 from 1,047
Change-527 (-50%)
Value$175.5K (-$207.3K)
Filed 2026-10-30
Colony Family Offices, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$169.9K (-$14.0K)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$169.6K (-$14.0K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares492
Change+492
Value$166.3K
Filed 2026-10-27
North Star Investment Management Corp.
DECREASED
Shares475 from 775
Change-300 (-39%)
Value$160.5K (-$122.9K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares470
Change+470
Value$158.7K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$156.1K (-$12.9K)
Filed 2026-10-28
Arcadia Investment Advisors LLC
DECREASED
Shares428 from 564
Change-136 (-24%)
Value$144.6K (-$61.7K)
Filed 2026-10-13
Global Trust Asset Management, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$144.6K (-$11.9K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$144.2K (-$11.8K)
Filed 2026-10-09
Trust Co of Toledo NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$135.1K (-$11.1K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$135.1K (-$11.2K)
Filed 2026-10-21
Independence Bank of Kentucky
DECREASED
Shares397 from 412
Change-15 (-4%)
Value$134.1K (-$16.5K)
Filed 2026-10-26
Milestone Investment Advisors LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$131.1K (-$10.8K)
Filed 2026-11-05
True Wealth Design, LLC
NEW
Shares384
Change+384
Value$129.7K
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$124.7K (-$10.3K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED
Shares367 from 360
Change+7 (+2%)
Value$124.0K (-$7.7K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares356 from 357
Change-1 (0%)
Value$120.1K (-$10.3K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$120.0K (-$9.8K)
Filed 2026-11-04
Financial Management Professionals, Inc.
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$117.9K (-$9.7K)
Filed 2026-10-23
Godsey & Gibb, Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$116.6K (-$9.6K)
Filed 2026-10-14
Jnba Financial Advisors
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$113.2K (-$9.3K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares326 from 322
Change+4 (+1%)
Value$110.3K (-$5.1K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$110.1K (-$9.1K)
Filed 2026-10-20
Atwood & Palmer Inc
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$108.9K (-$9.0K)
Filed 2026-10-08
Next Level Wealth Planning, LLC
NEW
Shares310
Change+310
Value$104.7K
Filed 2026-10-29
Bullock Wealth Management Group
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$99.4K (-$6.4K)
Filed 2026-10-09
Edgemoor Investment Advisors, Inc.
NEW
Shares288
Change+288
Value$97.3K
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$95.6K (-$7.9K)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$93.9K (-$7.7K)
Filed 2026-11-02
Gamma Investing LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$93.2K (-$7.7K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$92.9K (-$7.7K)
Filed 2026-10-13
Hanson & Doremus Investment Management
DECREASED
Shares261 from 270
Change-9 (-3%)
Value$88 (-$98.9K)
Filed 2026-10-16
West Financial Advisors, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$85.8K (-$7.1K)
Filed 2026-10-22
Wagner Wealth Management, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$84.8K (-$7.0K)
Filed 2026-10-21
Montag A & Associates Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$78.7K (-$6.5K)
Filed 2026-10-29
Valued Wealth Advisors LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$78.1K (-$6.4K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares230 from 211
Change+19 (+9%)
Value$77.7K (+$565)
Filed 2026-10-29
Buck Wealth Strategies, LLC
INCREASED
Shares227 from 27
Change+200 (+741%)
Value$76.7K (+$66.8K)
Filed 2026-10-28
NBH Bank
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$75.3K (-$6.2K)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$73.8K (-$6.0K)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$73.3K (-$6.0K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$72.3K (-$6.0K)
Filed 2026-10-19
Eastern Bank
INCREASED
Shares213 from 123
Change+90 (+73%)
Value$72.0K (+$27.0K)
Filed 2026-10-05
Elyxium Wealth, LLC
NEW
Shares210
Change+210
Value$70.9K
Filed 2026-10-27
City State Bank
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$70.9K (-$5.9K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$67.6K (-$5.6K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares199 from 214
Change-15 (-7%)
Value$67.2K (-$11.0K)
Filed 2026-10-26
UMB Private Wealth Management, LLC
NEW
Shares198
Change+198
Value$66.9K
Filed 2026-10-19
Abound Wealth Management
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$64.9K (-$5.4K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED
Shares190 from 151
Change+39 (+26%)
Value$64.3K (+$9.0K)
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares180 from 7
Change+173 (+2471%)
Value$60.8K (+$58.2K)
Filed 2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$61.4K (-$3.9K)
Filed 2026-10-16
Provident Wealth Management, LLC
DECREASED
Shares178 from 1,678
Change-1,500 (-89%)
Value$60.1K (-$553.5K)
Filed 2026-10-20
EPG Wealth Management LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$59.5K (-$4.9K)
Filed 2026-11-03
Beacon Financial Strategies Corp
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$57.4K (-$4.7K)
Filed 2026-10-14
Bangor Savings Bank
DECREASED
Shares169 from 177
Change-8 (-5%)
Value$57.1K (-$7.6K)
Filed 2026-10-06
Burk Holdings LLC
NEW
Shares161
Change+161
Value$54.4K
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares159 from 16
Change+143 (+894%)
Value$53.8K (+$48.0K)
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares157 from 215
Change-58 (-27%)
Value$53.0K (-$25.6K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares151 from 203
Change-52 (-26%)
Value$51.0K (-$23.2K)
Filed 2026-10-13
Breakwater Investment Management
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$48.2K (-$4.0K)
Filed 2026-10-20
MV Capital Management, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$45.9K (-$3.8K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$43.9K (-$3.6K)
Filed 2026-11-05
Sherman Asset Management, Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$43.9K (-$3.6K)
Filed 2026-11-05
Grove Bank & Trust
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$42.6K (-$3.5K)
Filed 2026-10-08
Putney Financial Group LLC
NEW
Shares125
Change+125
Value$42.2K
Filed 2026-10-30
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$38.9K (-$3.2K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares113 from 13
Change+100 (+769%)
Value$38.2K (+$33.4K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
INCREASED
Shares105 from 74
Change+31 (+42%)
Value$35.5K (+$8.4K)
Filed 2026-10-16
Mosley Wealth Management
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$35.0K (-$3.2K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$35.1K (-$2.9K)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$33.4K (-$2.8K)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$32.4K (-$2.7K)
Filed 2026-10-08
IMG Wealth Management, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$32.1K (-$2.6K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$29.7K (-$2.5K)
Filed 2026-10-15
Nemes Rush Group LLC
INCREASED
Shares85 from 81
Change+4 (+5%)
Value$28.6K (-$877)
Filed 2026-11-04
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$28.0K (-$2.3K)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
NEW
Shares82
Change+82
Value$27.7K
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$27.0K (-$2.2K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$26.0K (-$2.1K)
Filed 2026-10-26
Country Trust Bank
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$25.7K (-$2.1K)
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$24.7K (-$2.0K)
Filed 2026-10-08
Kelleher Financial Advisors
NEW
Shares70
Change+70
Value$23.6K
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED
Shares70 from 66
Change+4 (+6%)
Value$23.6K (-$488)
Filed 2026-10-29
Tompkins Financial Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$23.6K (-$2.0K)
Filed 2026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$23.0K (-$1.9K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
DECREASED
Shares66 from 289
Change-223 (-77%)
Value$22.3K (-$83.4K)
Filed 2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$21.0K (-$1.7K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$20.9K (-$1.7K)
Filed 2026-11-02
Vima LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$20.3K (-$1.7K)
Filed 2026-10-23
Navigoe, LLC
NEW
Shares50
Change+50
Value$16
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$16.2K (-$1.3K)
Filed 2026-10-22
Costello Asset Management, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$15.6K (-$1.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$15.2K (-$1.3K)
Filed 2026-10-23
Albion Financial Group
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.5K (-$1.1K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares39
Change+39
Value$13.2K
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares39 from 36
Change+3 (+8%)
Value$13.2K (+$10)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$13.2K (-$1.1K)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$12.8K (-$1.1K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares37 from 20
Change+17 (+85%)
Value$12.5K (+$5.2K)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares36 from 5
Change+31 (+620%)
Value$12.2K (+$10.3K)
Filed 2026-11-02
West Paces Advisors Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$12.2K (-$1.0K)
Filed 2026-10-13
Kentucky Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$12.2K (-$1.0K)
Filed 2026-10-15
Kingdom Financial Group Llc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11.8K (-$975)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares33
Change+33
Value$11.1K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares32
Change+32
Value$11
Filed 2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$10.1K (-$836)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$9.5K (-$772)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.1K (-$669)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.1K (-$669)
Filed 2026-10-07
MilWealth Group LLC
NEW
Shares23
Change+23
Value$7.8K
Filed 2026-11-02
Wells Financial Advisors Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$7.8K (-$641)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
NEW
Shares21
Change+21
Value$7.2K
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.8K (-$557)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$6.1K (-$136)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.4K (-$446)
Filed 2026-10-14
Axiom Investment Management LLC
NEW
Shares14
Change+14
Value$4.7K
Filed 2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.7K (+$500)
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.4K (-$362)
Filed 2026-10-02
Reicon Wealth Advisors, LLC
NEW
Shares12
Change+12
Value$4.1K
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$4.1K (-$334)
Filed 2026-11-04
Hager Investment Management Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.7K (-$307)
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.4K (-$220)
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares9
Change+9
Value$3.0K
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.0K (-$251)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares7 from 443
Change-436 (-98%)
Value$2.4K (-$159.6K)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.4K (-$195)
Filed 2026-10-30
Proathlete Wealth Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.0K (-$166)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$140)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$140)
Filed 2026-10-16
Cdkv Holdings LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$139)
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$137)
Filed 2026-11-03
Rosenberg Matthew Hamilton
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (-$112)
Filed 2026-10-05
Wealth Analytics Partners, LLC
NEW
Shares3
Change+3
Value$1.0K
Filed 2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.0K (-$84)
Filed 2026-10-06
Wolff Wiese Magana LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.0K (-$84)
Filed 2026-10-15
Spurstone Advisory Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$681 (-$44)
Filed 2026-11-02
Fluent Financial, LLC
CLOSED
Shares0 from 12,345
Change-12,345 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-13
CGN Advisors LLC
CLOSED
Shares0 from 4,808
Change-4,808 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
Stenger Family Office, LLC
CLOSED
Shares0 from 2,308
Change-2,308 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-22
Vestor Capital, LLC
CLOSED
Shares0 from 1,081
Change-1,081 (-100%)
Value$0 (-$82)
Filed 2026-11-04
Belvedere Trading LLC
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$347.8K)
Filed 2026-11-05
Fell Capital Management
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-09
Gradient Investments LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$237.7K)
Filed 2026-10-08
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$235.7K)
Filed 2026-11-04
Five Pine Wealth Management
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-20
FDx Advisors, Inc.
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$233.0K)
Filed 2026-11-05
Dupree Financial Group, LLC
CLOSED
Shares0 from 627
Change-627 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-09
Wealth Effects LLC
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-23
Nilsine Partners, LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$223.1K)
Filed 2026-11-02
Crumly & Associates Inc.
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-07
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 582
Change-582 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-13
Retirement Solution LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-27
Forum Financial Management, LP
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-16
Ipsen Advisor Group LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-29
Riverbridge Partners LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$204.7K)
Filed 2026-11-05
Means Investment Co., Inc.
CLOSED
Shares0 from 559
Change-559 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-22
Eagle Global Advisors LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-02
Fortune Financial Group, Inc.
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-22
American State Bank (Iowa)
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 411
Change-411 (-100%)
Value$0 (-$150.3K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$62.4K)
Filed 2026-10-13
NBT Bank, N.A.
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$50.8K)
Filed 2026-10-21
Midway Capital Research & Management
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$39.9K)
Filed 2026-10-15
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$7.6K)
Filed 2026-11-05
Kings Path Partners LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-21
Bank of America Corp
N/A
Shares— from 8,482,761
Change-8,482,761 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,007,340
Change-2,007,340 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,020,017
Change-1,020,017 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 982,654
Change-982,654 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 915,761
Change-915,761 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 825,425
Change-825,425 (-100%)
Value—
UBS Group AG
N/A
Shares— from 765,614
Change-765,614 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 679,026
Change-679,026 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 638,366
Change-638,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 612,769
Change-612,769 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 538,400
Change-538,400 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 505,429
Change-505,429 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 476,329
Change-476,329 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 456,269
Change-456,269 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 439,364
Change-439,364 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 375,004
Change-375,004 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 373,109
Change-373,109 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 340,130
Change-340,130 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 330,779
Change-330,779 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 326,837
Change-326,837 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 322,843
Change-322,843 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 319,268
Change-319,268 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 296,997
Change-296,997 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 268,681
Change-268,681 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 228,047
Change-228,047 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 218,136
Change-218,136 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 205,004
Change-205,004 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 204,648
Change-204,648 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 200,771
Change-200,771 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 196,613
Change-196,613 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 170,183
Change-170,183 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 148,109
Change-148,109 (-100%)
Value—
Stephens Inc
N/A
Shares— from 140,559
Change-140,559 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 139,930
Change-139,930 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 136,150
Change-136,150 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 124,773
Change-124,773 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 123,901
Change-123,901 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 114,217
Change-114,217 (-100%)
Value—
FMR LLC
N/A
Shares— from 113,480
Change-113,480 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100,187
Change-100,187 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 93,475
Change-93,475 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 89,369
Change-89,369 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 86,081
Change-86,081 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 85,159
Change-85,159 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 84,721
Change-84,721 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,560
Change-75,560 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 72,761
Change-72,761 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 72,415
Change-72,415 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 66,268
Change-66,268 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65,040
Change-65,040 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 62,476
Change-62,476 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 60,854
Change-60,854 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 57,788
Change-57,788 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 57,740
Change-57,740 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 53,151
Change-53,151 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 51,083
Change-51,083 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 50,579
Change-50,579 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,496
Change-50,496 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 50,479
Change-50,479 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 49,248
Change-49,248 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 47,936
Change-47,936 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 47,871
Change-47,871 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,366
Change-47,366 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 47,227
Change-47,227 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 46,677
Change-46,677 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 45,395
Change-45,395 (-100%)
Value—
&partners
N/A
Shares— from 43,589
Change-43,589 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 41,174
Change-41,174 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 40,172
Change-40,172 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 38,905
Change-38,905 (-100%)
Value—
Adventist Health System/ West
N/A
Shares— from 38,149
Change-38,149 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,090
Change-38,090 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 37,986
Change-37,986 (-100%)
Value—
Blair William & Co
N/A
Shares— from 35,984
Change-35,984 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 34,410
Change-34,410 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 33,773
Change-33,773 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 33,537
Change-33,537 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 32,030
Change-32,030 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 31,589
Change-31,589 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,110
Change-30,110 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,266
Change-28,266 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 28,114
Change-28,114 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 27,456
Change-27,456 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 27,334
Change-27,334 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 26,359
Change-26,359 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 26,102
Change-26,102 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,941
Change-24,941 (-100%)
Value—
Commerce Bank
N/A
Shares— from 24,929
Change-24,929 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 24,502
Change-24,502 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,399
Change-24,399 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 24,366
Change-24,366 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 23,986
Change-23,986 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 23,961
Change-23,961 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,921
Change-23,921 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 23,848
Change-23,848 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 23,601
Change-23,601 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 22,694
Change-22,694 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 22,449
Change-22,449 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 21,783
Change-21,783 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 21,151
Change-21,151 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 20,989
Change-20,989 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 20,720
Change-20,720 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 19,478
Change-19,478 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,745
Change-18,745 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,310
Change-18,310 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,682
Change-17,682 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,006
Change-17,006 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,526
Change-16,526 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 16,183
Change-16,183 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 16,131
Change-16,131 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 16,109
Change-16,109 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 15,418
Change-15,418 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 14,847
Change-14,847 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,693
Change-14,693 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 14,562
Change-14,562 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 13,747
Change-13,747 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 13,616
Change-13,616 (-100%)
Value—
Members Trust Co
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 11,271
Change-11,271 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,992
Change-9,992 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,592
Change-8,592 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 7,312
Change-7,312 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,731
Change-6,731 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 6,569
Change-6,569 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 6,061
Change-6,061 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,790
Change-5,790 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,434
Change-5,434 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,258
Change-4,258 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
American Trust
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
United Bank
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 987
Change-987 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 987
Change-987 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 935
Change-935 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 928
Change-928 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 905
Change-905 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 905
Change-905 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 841
Change-841 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 834
Change-834 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 823
Change-823 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 813
Change-813 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 758
Change-758 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 736
Change-736 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 713
Change-713 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 705
Change-705 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 696
Change-696 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 691
Change-691 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 683
Change-683 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 656
Change-656 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 656
Change-656 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 655
Change-655 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 654
Change-654 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 651
Change-651 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 632
Change-632 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 611
Change-611 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 570
Change-570 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 542
Change-542 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 485
Change-485 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 458
Change-458 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 406
Change-406 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 399
Change-399 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 342
Change-342 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 311
Change-311 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 298
Change-298 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 279
Change-279 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 254
Change-254 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 232
Change-232 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 230
Change-230 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 196
Change-196 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 182
Change-182 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 130
Change-130 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 111
Change-111 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 60
Change-60 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 32
Change-32 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4
Change-4 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 4
Change-4 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Assetmark, Inc
DECREASED1,560,4841,608,348-47,864-3%$588.2M$527.2M-$61.0M2026-10-21
Mather Group, Llc.
INCREASED677,384648,466+28,918+4%$237.1M$228.8M-$8.3M2026-10-14
Cohen Klingenstein LLC
INCREASED641,025641,022+30%$234.4M$216.6M-$17.9M2026-10-15
Choreo, LLC
INCREASED542,268535,483+6,785+1%$195.8M$183.2M-$12.6M2026-10-28
Commonwealth Equity Services, LLC
DECREASED185,395193,066-7,671-4%$70.6M$62.6M-$8.0M2026-11-02
Howard Capital Management, LLC
UNCHANGED183,200183,20000%$67.0M$61.9M-$5.1M2026-10-16
US Bancorp \de\
DECREASED180,229181,979-1,750-1%$66.6M$60.9M-$5.7M2026-11-05
Stephens Group Asset Management, LLC
DECREASED148,433149,149-7160%$54.5M$50.1M-$4.4M2026-10-09
Fifth Third Bancorp
DECREASED147,773156,872-9,099-6%$57.4M$49.9M-$7.4M2026-11-05
Creative Planning
INCREASED141,651140,393+1,258+1%$51.3M$47.9M-$3.5M2026-11-02
Summit Financial Strategies, Inc.
INCREASED138,330135,738+2,592+2%$49.6M$46.7M-$2.9M2026-10-14
Rodgers & Associates, LTD
DECREASED136,405137,533-1,128-1%$50.3M$46.1M-$4.2M2026-10-20
One Day In July LLC
INCREASED133,780131,643+2,137+2%$48.1M$45.2M-$2.9M2026-10-30
Brickley Wealth Management
INCREASED101,829101,567+262+0%$37.1M$34.4M-$2.7M2026-11-04
Aaron Wealth Advisors LLC
INCREASED99,24896,959+2,289+2%$35.5M$33.5M-$1.9M2026-10-13
Waldron Private Wealth LLC
DECREASED98,211102,047-3,836-4%$37.3M$33.2M-$4.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED98,00794,262+3,745+4%$34.5M$33.1M-$1.4M2026-11-02
SBK Financial, Inc.
INCREASED93,3711,115+92,256+8274%$407.8K$31.5M+$31.1M2026-11-02
Vision Capital Management, Inc.
DECREASED82,66684,065-1,399-2%$30.7M$27.9M-$2.8M2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED79,96678,324+1,642+2%$28.6M$27.0M-$1.6M2026-10-09
Avior Wealth Management, LLC
DECREASED78,62484,243-5,619-7%$30.8M$26.5M-$4.2M2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED78,40077,969+431+1%$27.6M$26.7M-$913.4K2026-10-13
Retirement Investment Advisors, Inc.
INCREASED77,03372,220+4,813+7%$25.2M$26.0M+$806.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED76,27070,012+6,258+9%$25.6M$25.8K-$25.6M2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED72,84573,173-3280%$26.8M$24.6M-$2.2M2026-10-21
Atria Investments, Inc
INCREASED71,88069,585+2,295+3%$25.4M$24.3M-$1.2M2026-10-15
Truist Financial Corp
INCREASED70,68770,499+188+0%$25.8M$23.9M-$1.9M2026-10-30
Sage Financial Group Inc
INCREASED67,22664,985+2,241+3%$23.8M$22.7M-$1.1M2026-10-27
McAdam, LLC
INCREASED61,33358,684+2,649+5%$21.5M$20.7M-$740.6K2026-10-21
Robinswood Financial LLC
DECREASED57,80259,919-2,117-4%$21.9M$19.0M-$2.9M2026-10-20
Presilium Private Wealth, LLC
INCREASED56,36054,594+1,766+3%$20.0M$19.0M-$925.2K2026-10-26
RS Crum Inc.
INCREASED55,92554,988+937+2%$20.1M$18.9M-$1.2M2026-10-19
Praetorian Wealth Management, Inc.
INCREASED51,84151,662+179+0%$18.9M$17.5M-$1.4M2026-10-16
Focus Financial Network, Inc.
INCREASED49,63547,956+1,679+4%$17.5M$16.8M-$769.4K2026-10-14
Compound Planning, Inc.
INCREASED45,41142,841+2,570+6%$15.7M$15.3M-$325.9K2026-11-05
Mechanics Bank Trust Department
INCREASED45,19043,917+1,273+3%$16.1M$15.3M-$793.9K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED45,01344,485+528+1%$16.3M$15.2M-$1.1M2026-10-16
Cullen T Bankers, Inc.
DECREASED44,56544,660-950%$16.3M$15.1M-$1.3M2026-10-28
FC Advisory LLC
INCREASED44,06542,409+1,656+4%$15.5M$14.9M-$622.7K2026-10-05
Lmcg Investments, LLC
DECREASED43,98845,090-1,102-2%$16.5M$14.9M-$1.6M2026-10-21
Veery Capital, LLC
INCREASED42,05441,562+492+1%$15.2M$14.2M-$992.2K2026-10-07
Avantax Planning Partners, Inc.
DECREASED41,72449,306-7,582-15%$18.0M$14.1M-$3.9M2026-11-03
Inspirion Wealth Advisors, LLC
DECREASED41,40441,855-451-1%$15.2M$14.0M-$1.2M2026-10-09
Garde Capital, Inc.
DECREASED40,06340,289-226-1%$14.7M$13.5M-$1.2M2026-10-29
Jacobsen Capital Management
DECREASED39,56539,584-190%$14.5M$13.4M-$1.1M2026-10-27
Trust Co of the South
INCREASED37,57032,358+5,212+16%$11.8M$12.7M+$859.2K2026-10-21
IFP Advisors, Inc
DECREASED35,95938,550-2,591-7%$14.1M$12.1M-$1.9M2026-10-16
Gladwyn Financial Advisors, Inc.
INCREASED35,91535,730+185+1%$13.1M$12.1M-$933.4K2026-10-05
Ocean Park Asset Management, LLC
INCREASED35,66035,505+155+0%$13.0M$12.0M-$937.2K2026-10-21
Jmac Enterprises LLC
INCREASED34,04233,897+145+0%$12.4M$11.5M-$895.8K2026-10-30
Modera Wealth Management, LLC
DECREASED33,46536,035-2,570-7%$13.2M$11.3M-$1.9M2026-10-28
Marion Wealth Management
INCREASED32,83432,271+563+2%$11.8M$11.1M-$709.2K2026-10-22
Schneider Downs Wealth Management Advisors, LP
DECREASED32,00233,134-1,132-3%$12.1M$10.8M-$1.3M2026-10-27
Performa Ltd (US), LLC
INCREASED31,79031,759+31+0%$11.6M$10.7M-$874.7K2026-11-05
Cornerstone Wealth Advisors, Inc.
DECREASED31,47331,689-216-1%$11.6M$10.6M-$956.1K2026-10-16
Thrive Capital Management, LLC
DECREASED31,21035,547-4,337-12%$13.0M$10.5M-$2.5M2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED30,75333,370-2,617-8%$12.2M$10.4M-$1.8M2026-10-20
Arvest Investments, Inc.
INCREASED30,64829,746+902+3%$10.9M$10.4M-$524.4K2026-10-21
HB Wealth Management, LLC
INCREASED30,39529,924+471+2%$10.9M$10.3M-$675.1K2026-10-23
Cornerstone Management, Inc.
DECREASED30,39257,180-26,788-47%$20.9M$10.3M-$10.6M2026-10-16
Copper Harbor Investment Advisors, LLC
INCREASED30,39123,596+6,795+29%$8.6M$10.3M+$1.6M2026-10-16
Forbes Financial Planning, Inc.
DECREASED29,57629,829-253-1%$10.9M$10.0M-$916.7K2026-10-23
Old National Bancorp
DECREASED29,00629,015-90%$10.6M$9.8M-$811.7K2026-10-20
Granville Capital, Inc.
INCREASED28,95627,098+1,858+7%$9.9M$9.8M-$127.5K2026-11-05
Fee-Only Financial Planning, L.C.
DECREASED28,95329,523-570-2%$10.8M$9.8M-$1.0M2026-10-23
Towerpoint Wealth, LLC
DECREASED28,73128,768-370%$10.5M$9.7M-$814.0K2026-10-13
D.A. Davidson & Co.
DECREASED28,16128,382-221-1%$10.4M$9.5M-$865.6K2026-10-28
Black Diamond Financial, LLC
DECREASED28,13528,893-758-3%$10.6M$9.5M-$1.1M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED28,13029,317-1,187-4%$10.7M$9.5M-$1.2M2026-10-05
CJM Wealth Advisers, Ltd.
DECREASED27,58929,920-2,331-8%$10.9M$9.3M-$1.6M2026-10-27
Capital Management Associates, Inc
DECREASED27,35228,535-1,183-4%$10.4M$9.2M-$1.2M2026-10-20
Associated Banc-Corp
INCREASED27,22826,188+1,040+4%$9.6M$9.2M-$378.5K2026-10-30
GHP Investment Advisors, Inc.
DECREASED26,83827,000-162-1%$9.9M$9.1M-$807.4K2026-10-15
Carolina Wealth Management Inc
INCREASED26,50925,579+930+4%$9.4M$9.0M-$398.7K2026-10-29
Independent Financial Group, LLC
DECREASED26,00827,569-1,561-6%$10.1M$8.8M-$1.3M2026-10-13
Junk Investment Group, LLC
INCREASED24,93923,371+1,568+7%$8.5M$8.4M-$121.6K2026-10-19
Clayton Financial Group LLC
INCREASED23,97722,375+1,602+7%$8.2M$8.1M-$82.7K2026-10-13
Nfsg Corp
DECREASED23,61924,547-928-4%$9.0M$8.0M-$997.8K2026-10-15
WP Advisors, LLC
DECREASED23,54124,824-1,283-5%$9.1M$8.0M-$1.1M2026-10-22
Thrivent Financial for Lutherans
INCREASED23,22323,025+198+1%$8.4M$7.9K-$8.4M2026-11-05
RFG Advisory, LLC
DECREASED23,16323,806-643-3%$8.7M$7.8M-$880.6K2026-11-03
Ifrah Financial Services, Inc.
DECREASED22,72323,265-542-2%$8.5M$7.7M-$831.2K2026-10-13
CX Institutional
INCREASED22,08120,779+1,302+6%$7.6K$7.5K-$1392026-10-02
SkyOak Wealth, LLC
DECREASED21,85921,886-270%$8.0M$7.4M-$619.1K2026-10-28
Brindle & Bay Financial Advisors, LLC
INCREASED21,27818,424+2,854+15%$6.7M$7.2M+$450.7K2026-10-15
Integrity Alliance, Llc.
INCREASED20,87419,695+1,179+6%$7.2M$7.1M-$150.8K2026-10-29
Everhart Financial Group, Inc.
DECREASED20,78022,179-1,399-6%$8.1M$7.0M-$1.1M2026-10-08
Congress Asset Management Co
DECREASED20,61672,700-52,084-72%$72.7K$20.6K-$52.1K2026-10-06
Mainsail Asset Management, LLC
INCREASED20,54719,610+937+5%$6.8M$7.1M+$381.5K2026-10-14
Joel Isaacson & Co., LLC
DECREASED20,36720,495-128-1%$7.5M$6.9M-$614.6K2026-11-05
Chicago Partners Investment Group LLC
INCREASED20,36320,235+128+1%$7.0M$6.7M-$302.9K2026-10-27
Highland Capital Management, LLC
DECREASED19,64420,030-386-2%$7.3M$6.6M-$688.6K2026-10-26
Serenity Investment Advisors
DECREASED19,24619,906-660-3%$7.1M$6.5M-$587.8K2026-10-30
Clear Retirement Advice LLC
DECREASED19,15519,585-430-2%$7.2M$6.5M-$691.0K2026-10-22
Eclectic Associates Inc
DECREASED19,08619,400-314-2%$7.1M$6.4M-$646.3K2026-10-09
Prosperity Planning, Inc.
INCREASED18,85518,831+24+0%$6.9M$6.4M-$516.8K2026-10-09
Wolff Financial Management LLC
DECREASED18,35618,364-80%$6.7M$6.2M-$514.8K2026-10-23
Krilogy Financial LLC
DECREASED18,32118,423-102-1%$6.7M$6.2M-$491.9K2026-10-13
Leeward Financial Partners, LLC
DECREASED17,90218,618-716-4%$6.8M$6.0M-$760.6K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED17,51614,668+2,848+19%$5.3M$5.9M+$616.0K2026-10-13
Councilor Wealth, LLC
DECREASED17,44217,623-181-1%$6.4M$5.9M-$552.3K2026-10-09
Accel Wealth Management
INCREASED17,28315,139+2,144+14%$5.5M$5.8M+$302.3K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED17,25316,811+442+3%$6.1M$5.8M-$319.4K2026-10-23
Tenret Co LLC
NEW17,068—+17,068——$5.8M—2026-11-02
Fifth Third Securities, Inc.
INCREASED16,83315,728+1,105+7%$5.8M$5.7M-$65.0K2026-10-21
Bank of New York Mellon Corp
DECREASED16,61716,763-146-1%$6.1M$5.6M-$516.2K2026-11-05
Ackerman Capital Advisors, LLC
INCREASED16,59416,589+5+0%$6.1M$5.6M-$460.6K2026-10-30
Perigon Wealth Management, LLC
DECREASED16,58717,163-576-3%$6.3M$5.6M-$672.7K2026-10-22
Zeit Capital LLC
DECREASED16,57316,722-149-1%$6.1M$5.6M-$516.4K2026-10-19
Central Trust Co
DECREASED16,56916,880-311-2%$6.2M$5.6M-$575.5K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED16,53338,990-22,457-58%$14.3M$5.6K-$14.3M2026-10-14
Brookstone Capital Management
DECREASED16,07618,800-2,724-14%$6.9M$5.4M-$1.4M2026-10-22
Brighton Jones LLC
INCREASED15,87815,564+314+2%$5.7M$5.4M-$327.8K2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED15,82614,461+1,365+9%$5.3M$5.3M+$58.0K2026-10-27
Creative Financial Designs Inc
DECREASED15,55416,724-1,170-7%$6.1M$5.3M-$861.6K2026-11-04
Harbor Investment Advisory, LLC
DECREASED15,47815,563-85-1%$5.7M$5.2M-$462.5K2026-10-13
Portside Wealth Group, LLC
INCREASED15,36314,675+688+5%$5.4M$5.2M-$176.6K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED15,27016,085-815-5%$5.9M$5.2M-$723.4K2026-10-27
Essential Planning, Llc.
DECREASED14,85215,534-682-4%$5.7M$5.0M-$663.5K2026-10-21
Crestwood Advisors Group, LLC
DECREASED14,69514,761-660%$5.4M$5.0M-$433.7K2026-10-27
Seek First Inc.
DECREASED14,60316,084-1,481-9%$5.9M$4.9M-$948.5K2026-10-27
Nabity-Jensen Investment Management Inc
DECREASED13,94614,039-93-1%$5.1M$4.7M-$422.6K2026-10-23
Advisory Resource Group
INCREASED13,75113,525+226+2%$4.9M$4.6M-$300.6K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED13,74913,992-243-2%$5.1M$4.6M-$472.4K2026-10-30
Allstreet Capital Advisors LLC
DECREASED13,73613,799-630%$5.0M$4.6M-$405.8K2026-11-04
Diversified Management Inc
INCREASED13,5669,863+3,703+38%$3.6M$4.6M+$976.0K2026-10-08
First Horizon Corp
DECREASED13,51213,517-50%$4.9M$4.6M-$378.4K2026-10-26
Acropolis Investment Management, LLC
INCREASED13,49512,828+667+5%$4.7M$4.6M-$132.2K2026-10-08
RTD Financial Advisors, Inc.
DECREASED13,41813,624-206-2%$5.0M$4.5M-$449.3K2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED13,38515,303-1,918-13%$5.6M$4.5M-$1.1M2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED13,32114,096-775-5%$5.2M$4.5M-$654.7K2026-10-29
rebel Financial LLC
INCREASED13,2399,063+4,176+46%$3.3M$4.5M+$1.2M2026-11-04
Verdence Capital Advisors LLC
INCREASED13,00812,240+768+6%$4.5M$4.4M-$81.9K2026-10-26
Hilltop National Bank
DECREASED12,89812,956-580%$4.7M$4.4M-$380.7K2026-10-14
Valeo Financial Advisors, LLC
DECREASED12,76513,052-287-2%$4.8M$4.3M-$460.8K2026-10-08
Farther Finance Advisors, LLC
INCREASED12,75010,156+2,594+26%$3.7M$4.3M+$593.0K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED12,23711,360+877+8%$4.2M$4.1M-$20.3K2026-11-05
Curbstone Financial Management Corp
UNCHANGED12,08012,08000%$4.4M$4.1M-$336.7K2026-10-21
Martel Wealth Advisors LLC
DECREASED12,02712,427-400-3%$4.5M$4.1M-$481.5K2026-10-14
Citigroup Inc
DECREASED11,66113,478-1,817-13%$4.9M$3.9M-$989.3K2026-11-04
Alpine Bank Wealth Management
UNCHANGED11,61411,61400%$4.2M$3.9M-$323.7K2026-10-16
Probity Advisors, Inc.
DECREASED11,59212,040-448-4%$4.4M$3.9M-$486.9K2026-10-23
Wesbanco Bank Inc
DECREASED11,56811,659-91-1%$4.3M$3.9M-$355.7K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED11,55411,557-30%$4.2M$3.9M-$323.2K2026-11-04
Friday Financial
INCREASED10,9274,652+6,275+135%$1.6M$3.7M+$2.1M2026-10-09
Milestone Asset Management Group, LLC
INCREASED10,7948,716+2,078+24%$3.2M$3.6M+$459.2K2026-10-20
Midwest Trust Co
DECREASED10,74210,890-148-1%$4.0M$3.6M-$353.5K2026-10-22
Infinity Wealth Counsel, LLC
INCREASED10,71410,499+215+2%$3.8M$3.6M-$220.0K2026-10-15
Global Trust Wealth Management LLC
INCREASED10,63010,593+37+0%$3.9M$3.6M-$282.4K2026-10-14
Larson Financial Group LLC
DECREASED10,57811,879-1,301-11%$4.3M$3.6M-$770.7K2026-11-05
DeLarme Wealth Management, Inc.
DECREASED10,55210,982-430-4%$4.0M$3.6M-$451.3K2026-10-30
Connecticut Wealth Management, LLC
INCREASED10,50810,434+74+1%$3.8M$3.6M-$265.6K2026-10-13
Riversedge Advisors, LLC
DECREASED10,47610,585-109-1%$3.9M$3.5M-$331.7K2026-10-09
Northern Lights Advisors, Inc.
INCREASED10,4569,773+683+7%$3.6M$3.5M-$41.5K2026-10-21
Visionary Wealth Advisors
INCREASED10,43510,068+367+4%$3.7M$3.5M-$156.7K2026-11-04
American Financial & TAX Strategies Inc
DECREASED10,43210,591-159-1%$3.9M$3.5M-$348.9K2026-10-16
SilverOak Wealth Management LLC
UNCHANGED10,28610,28600%$3.8M$3.5M-$286.7K2026-10-29
MSH Capital Advisors LLC
INCREASED10,26710,246+21+0%$3.7M$3.5M-$278.4K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED10,24510,385-140-1%$3.8M$3.5M-$336.7K2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED10,21710,452-235-2%$3.8M$3.5M-$370.7K2026-10-16
Aurelius Family Office LLC
INCREASED10,17810,084+94+1%$3.7M$3.4M-$249.5K2026-10-23
Aire Advisors, LLC
DECREASED9,93110,921-990-9%$4.0M$3.4M-$638.8K2026-10-22
Center for Financial Planning, Inc.
DECREASED9,87710,099-222-2%$3.7M$3.3M-$356.0K2026-10-26
Tower View Wealth Management LLC
DECREASED9,8779,962-85-1%$3.6M$3.3M-$306.3K2026-10-23
Parkside Financial Bank & Trust
DECREASED9,80610,439-633-6%$3.8M$3.3M-$504.5K2026-10-27
Heritage Wealth Management, Inc.
INCREASED9,6899,457+232+2%$3.5M$3.3M-$185.1K2026-10-27
Ascentis Independent Advisors
INCREASED9,6752,949+6,726+228%$1.1M$3.3M+$2.2M2026-11-03
KPP Advisory Services LLC
DECREASED9,6629,838-176-2%$3.6M$3.3M-$333.6K2026-10-26
Apella Capital, LLC
DECREASED9,61710,556-939-9%$3.7M$3.3M-$447.6K2026-10-08
Sovran Advisors, LLC
INCREASED9,5899,321+268+3%$3.2M$3.3M+$66.8K2026-11-02
Matisse Capital
UNCHANGED9,5549,55400%$3.5M$3.2M-$266.3K2026-10-29
FAI Advisors, Inc.
INCREASED9,4769,288+188+2%$3.4M$3.2M-$195.3K2026-10-27
Mission Wealth Management, LP
DECREASED9,2639,631-368-4%$3.5M$3.1M-$392.7K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED9,2288,890+338+4%$3.3M$3.1M-$133.5K2026-10-16
Mustard Seed Financial, LLC
INCREASED9,1188,909+209+2%$3.3M$3.1M-$177.6K2026-10-30
Moneco Advisors, LLC
INCREASED9,0599,042+17+0%$3.3M$3.1M-$246.2K2026-11-05
Trust Point Inc.
DECREASED8,98217,172-8,190-48%$6.3M$3.0M-$3.2M2026-10-27
Noble Family Wealth, LLC
UNCHANGED8,8788,87800%$3.2M$3.0M-$247.4K2026-10-26
Pillar Financial Advisors, LLC
DECREASED8,7638,807-440%$3.2M$3.0M-$260.3K2026-10-21
Cranbrook Wealth Management, LLC
DECREASED8,7529,098-346-4%$3.3M$3.0M-$370.4K2026-10-28
Summit Wealth Group LLC / Co
DECREASED8,4359,632-1,197-12%$3.5M$2.8M-$673.0K2026-10-29
Apollon Wealth Management, LLC
DECREASED8,2508,529-279-3%$3.1M$2.8M-$332.1K2026-10-23
Sterling Financial Planning, Inc.
DECREASED8,2298,480-251-3%$3.1M$2.8M-$321.2K2026-10-28
Capital Advisors Wealth Management, LLC
DECREASED8,1478,157-100%$3.0M$2.8M-$230.7K2026-10-09
Sapient Capital LLC
UNCHANGED8,0938,09300%$3.0M$2.7M-$225.5K2026-10-08
Shelton Wealth Management, LLC
DECREASED7,7997,879-80-1%$2.9M$2.6M-$246.6K2026-10-16
XY Planning Network, Inc.
INCREASED7,7847,312+472+6%$2.7M$2.6M-$44.3K2026-10-14
Compass Ion Advisors, LLC
INCREASED7,6347,524+110+1%$2.8M$2.6M-$172.7K2026-10-23
Prospera Financial Services Inc
INCREASED7,6267,402+224+3%$2.7M$2.5M-$190.0K2026-11-04
Titleist Asset Management, LLC
DECREASED7,55416,592-9,038-54%$6.1M$2.6M-$3.5M2026-10-08
Vise Technologies, Inc.
INCREASED7,5204,651+2,869+62%$1.7M$2.5M+$839.7K2026-10-29
Ballast Financial Advisors LLC
DECREASED7,5187,778-260-3%$2.8M$2.5M-$304.6K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED7,3798,199-820-10%$3.0M$2.5M-$505.7K2026-10-20
Lido Advisors, LLC
INCREASED7,3646,477+887+14%$2.4M$2.5M+$119.2K2026-11-04
Vista Investment Partners LLC
DECREASED7,3347,394-60-1%$2.7M$2.5M-$226.3K2026-10-08
Citizens Financial Group Inc
INCREASED7,2277,124+103+1%$2.6M$2.4M-$163.9K2026-10-23
Insight Advisors, LLC/ PA
DECREASED7,1557,255-100-1%$2.7M$2.4M-$235.9K2026-10-22
Valley National Advisers Inc
DECREASED7,1467,448-302-4%$2.7M$2.4M-$309.8K2026-10-23
Founders Financial Securities LLC
DECREASED7,0027,091-89-1%$2.6M$2.4M-$227.8K2026-10-28
Opulen Financial Group LLC
DECREASED6,9787,225-247-3%$2.6M$2.4M-$285.1K2026-10-22
HUB Investment Partners, LLC
INCREASED6,9576,601+356+5%$2.4M$2.4M-$63.8K2026-11-03
Juncture Wealth Strategies, LLC
INCREASED6,9386,883+55+1%$2.5M$2.3M-$173.2K2026-10-06
Creekside Partners
DECREASED6,9237,033-110-2%$2.6M$2.3M-$233.4K2026-11-04
Greenwood Capital Associates LLC
DECREASED6,8787,905-1,027-13%$2.9M$2.3M-$567.3K2026-10-27
Curtis Advisory Group, LLC
DECREASED6,8717,165-294-4%$2.6M$2.3M-$299.0K2026-10-28
Parallel Advisors, LLC
DECREASED6,8136,968-155-2%$2.5M$2.3M-$246.5K2026-11-03
Elevated Financial Group LLC
DECREASED6,6996,714-150%$2.5M$2.3M-$192.1K2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
DECREASED6,6196,672-53-1%$2.4M$2.2M-$203.8K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED6,6166,61600%$2.3M$2.2M-$108.2K2026-10-13
Bokf, NA
DECREASED6,4906,768-278-4%$2.5M$2.2M-$282.5K2026-10-27
SAX Wealth Advisors, LLC
INCREASED6,4836,327+156+2%$1.9M$2.2M+$278.0K2026-10-13
Systelligence, LLC
DECREASED6,39053,847-47,457-88%$19.7M$988.0K-$18.7M2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED6,3726,153+219+4%$2.3M$2.2M-$97.6K2026-10-29
Quadcap Wealth Management, LLC
INCREASED6,3146,228+86+1%$2.3M$2.1M-$144.5K2026-11-02
Brown Wealth Management, LLC
DECREASED6,2596,546-287-4%$2.4M$2.1M-$279.5K2026-10-20
Townsend Asset Management Corp
INCREASED6,1606,074+86+1%$2.2M$2.1M-$140.2K2026-10-29
Bouvel Investment Partners, LLC
INCREASED6,1255,834+291+5%$2.1M$2.1M-$64.3K2026-10-13
Wedbush Securities Inc
INCREASED6,0175,811+206+4%$2.1M$2.0K-$2.1M2026-10-22
Archford Capital Strategies, LLC
INCREASED5,9845,963+21+0%$2.2M$2.0M-$159.2K2026-10-19
Winthrop Capital Management, LLC
INCREASED5,9515,836+115+2%$2.1M$2.0M-$123.5K2026-11-05
Richardson Financial Services Inc.
DECREASED5,8886,204-316-5%$2.3M$2.0M-$279.7K2026-10-30
Tranquility Partners, LLC
DECREASED5,8845,932-48-1%$2.2M$2.0M-$181.5K2026-10-20
Kure Advisory, LLC
INCREASED5,7395,572+167+3%$2.0M$1.9M-$99.1K2026-10-08
Ironwood Financial, llc
INCREASED5,7305,122+608+12%$1.8M$1.9M+$147.2K2026-10-20
Graetz Wealth LLC
DECREASED5,7246,572-848-13%$2.4M$1.9M-$469.8K2026-10-27
Pinnacle Associates LTD
DECREASED5,6945,861-167-3%$2.1M$1.9M-$219.7K2026-10-20
Rebalance, LLC
INCREASED5,6945,669+25+0%$2.1M$1.9M-$149.5K2026-10-22
GC Wealth Management RIA, LLC
INCREASED5,6815,611+70+1%$2.1M$1.9M-$132.7K2026-11-02
Harbor Asset Planning, Inc.
DECREASED5,5426,124-582-9%$2.2M$1.9M-$368.1K2026-10-23
Stanich Group LLC
INCREASED5,5405,499+41+1%$2.0M$1.9M-$140.2K2026-10-16
Sagace Wealth Management LLC
DECREASED5,5235,616-93-2%$2.1M$1.9M-$187.9K2026-10-28
Southland Equity Partners LLC
NEW5,522—+5,522——$1.9M—2026-10-14
Uptick Partners, LLC
DECREASED5,5225,643-121-2%$2.1M$1.9M-$198.1K2026-11-04
Ferguson Johnson Wealth Management Inc
INCREASED5,5205,285+235+4%$1.9M$1.9M-$67.3K2026-11-05
Park Avenue Securities LLC
INCREASED5,5054,631+874+19%$1.7M$1.9K-$1.7M2026-10-26
Michels Family Financial, LLC
INCREASED5,4205,336+84+2%$2.0M$1.8M-$120.4K2026-11-02
Sentinel Pension Advisors, LLC
DECREASED5,3925,421-29-1%$1.9M$1.8M-$46.4K2026-11-02
TCI Wealth Advisors, Inc.
UNCHANGED5,3895,38900%$2.0M$1.8M-$150.2K2026-10-30
Compton Wealth Advisory Group, LLC
UNCHANGED5,3785,37800%$1.9M$1.8M-$118.1K2026-10-13
Sage Mountain Advisors LLC
DECREASED5,3165,484-168-3%$2.0M$1.8M-$209.7K2026-11-02
Intergy Private Wealth, LLC
INCREASED5,2525,018+234+5%$1.8M$1.8M-$60.7K2026-10-16
Oppenheimer & Co Inc
INCREASED5,2065,100+106+2%$1.9M$1.8M-$106.3K2026-10-26
Fiduciary Alliance LLC
DECREASED5,2025,355-153-3%$2.0M$1.8M-$200.9K2026-10-13
Ritholtz Wealth Management
INCREASED5,1615,030+131+3%$1.8M$1.7M-$95.9K2026-11-05
Meridian Financial Advisors, LLC
DECREASED5,1525,182-30-1%$1.9M$1.7M-$154.5K2026-10-14
Acorn Financial Advisory Services Inc
INCREASED4,9664,709+257+5%$1.7M$1.7M-$44.4K2026-11-02
Simon Quick Advisors, LLC
DECREASED4,9635,371-408-8%$2.0M$1.7M-$287.4K2026-10-26
Independent Wealth Network Inc.
DECREASED4,9485,070-122-2%$1.9M$1.7M-$182.4K2026-10-19
Valley Wealth Managers, Inc.
DECREASED4,9444,982-38-1%$1.8M$1.7M-$151.9K2026-10-09
Tritonpoint Wealth, LLC
DECREASED4,9144,989-75-1%$1.8M$1.7M-$164.4K2026-10-19
Whitegate Investment Counselors, Inc.
UNCHANGED4,8134,81300%$1.8M$1.6M-$134.0K2026-11-02
Lionshead Wealth Management, LLC
INCREASED4,7814,606+175+4%$1.7M$1.6M-$69.3K2026-10-21
Investmark Advisory Group LLC
INCREASED4,7223,745+977+26%$1.4M$1.6M+$226.0K2026-10-27
1834 Investment Advisors Co
INCREASED4,7114,640+71+2%$1.7M$1.6M-$105.3K2026-10-16
Aspiriant, LLC
INCREASED4,6354,542+93+2%$1.7M$1.6M-$95.2K2026-10-16
Manchester Capital Management LLC
DECREASED4,6304,670-40-1%$1.7M$1.6M-$143.7K2026-10-22
Canvas Wealth Advisors, LLC
DECREASED4,6114,768-157-3%$1.7M$1.6M-$180.6K2026-11-02
Founders Grove Wealth Partners, LLC
INCREASED4,6104,590+20+0%$1.7M$1.6M-$121.2K2026-10-16
Meridian Wealth Management, LLC
DECREASED4,5975,111-514-10%$1.9M$1.6M-$316.0K2026-11-05
Trust Co
INCREASED4,5824,212+370+9%$1.5M$1.5M+$7.5K2026-10-09
Avidian Wealth Enterprises, LLC
DECREASED4,5174,722-205-4%$1.7M$1.5M-$201.2K2026-10-08
JFS Wealth Advisors, LLC
UNCHANGED4,4964,49600%$1.6M$1.5M-$125.3K2026-11-03
Stevens Capital Partners
INCREASED4,4784,011+467+12%$1.5M$1.5M+$46.2K2026-10-29
Cordoba Advisory Partners LLC
INCREASED4,4584,064+394+10%$1.5M$1.5M+$19.8K2026-10-19
BKM Wealth Management, LLC
INCREASED4,4333,083+1,350+44%$1.1M$1.5M+$370.2K2026-10-22
Capital Squared Financial LLC
INCREASED4,3884,117+271+7%$1.5M$1.5M-$23.4K2026-10-30
Wedmont Private Capital
DECREASED4,3294,774-445-9%$1.7M$1.5M-$216.5K2026-10-09
PKS Advisory Services, LLC
UNCHANGED4,2924,29200%$1.6M$1.6M$02026-10-26
River's Edge Wealth Management, LLC
INCREASED4,2834,068+215+5%$1.4M$1.4M-$26.3K2026-10-19
Diversify Wealth Management, LLC
INCREASED4,2634,223+40+1%$1.5M$1.4M-$23.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED4,2634,223+40+1%$1.5M$1.4M-$23.4K2026-10-20
Klingman & Associates, LLC
DECREASED4,2114,424-213-5%$1.6M$1.4M-$195.3K2026-10-20
Davenport & Co LLC
DECREASED4,1954,270-75-2%$1.6M$1.4M-$144.3K2026-10-14
Axxcess Wealth Management, LLC
DECREASED4,1714,936-765-15%$1.8M$1.4M-$396.1K2026-10-21
TFB Advisors LLC
DECREASED4,1714,356-185-4%$1.6M$1.4M-$183.9K2026-11-02
City Holding Co
INCREASED4,1284,076+52+1%$1.5M$1.4M-$96.1K2026-10-19
Capital Investment Advisors, LLC
INCREASED4,1081,507+2,601+173%$551.0K$1.4M+$836.7K2026-10-22
Marino, Stram & Associates LLC
INCREASED4,0983,414+684+20%$1.2M$1.4M+$136.1K2026-10-22
AMG National Trust Bank
INCREASED4,0913,081+1,010+33%$1.1M$1.4M+$255.4K2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED4,0684,127-59-1%$1.5M$1.4M-$135.0K2026-10-16
AlphaCore Capital LLC
INCREASED4,0363,052+984+32%$1.1M$1.4M+$247.6K2026-11-04
Opus Capital Group, LLC
DECREASED4,0264,152-126-3%$1.5M$1.4K-$1.5M2026-10-30
First United Bank & Trust
INCREASED3,9763,952+24+1%$1.4M$1.3M-$102.0K2026-10-22
Grey Ledge Advisors, LLC
DECREASED3,9704,011-41-1%$1.5M$1.3M-$125.6K2026-11-02
Diversified Enterprises, LLC
DECREASED3,9104,103-193-5%$1.5M$1.3M-$179.6K2026-10-19
Sunburst Financial Group, LLC
DECREASED3,9083,909-10%$1.4M$1.3M-$109.1K2026-10-09
Signal Advisors Wealth, LLC
INCREASED3,9053,611+294+8%$1.3M$1.3M-$1.3K2026-10-13
Steel Grove Capital Advisors, LLC
UNCHANGED3,9003,90000%$1.4M$1.3M-$108.7K2026-10-13
Cooksen Wealth, LLC
DECREASED3,8163,898-82-2%$1.4M$1.3M-$110.0K2026-10-13
Mayfair Advisory Group, LLC
INCREASED3,7763,756+20+1%$1.3M$1.3M-$7.6K2026-10-20
Retirement Planning Group, LLC
DECREASED3,7413,840-99-3%$1.4M$1.3M-$140.4K2026-10-19
Waystone Advisors LLC
DECREASED3,6993,706-70%$1.4M$1.4M-$2.6K2026-10-16
Washington Trust Advisors, Inc.
DECREASED3,6833,724-41-1%$1.4M$1.2M-$117.6K2026-10-22
Willner & Heller, LLC
DECREASED3,6533,769-116-3%$1.4M$1.2M-$144.4K2026-10-28
St. Louis Trust Co
UNCHANGED3,6483,64800%$81.6M$1.2M-$80.4M2026-11-03
Daymark Wealth Partners, LLC
INCREASED3,6033,401+202+6%$1.2M$1.2M-$26.5K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED3,5453,430+115+3%$1.3M$1.2M-$56.9K2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED3,4863,784-298-8%$1.4M$1.2M-$206.1K2026-10-19
Plante Moran Financial Advisors, LLC
INCREASED3,4823,481+1+0%$1.3M$1.2M-$96.8K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
INCREASED3,4763,439+37+1%$1.3M$1.2M-$83.6K2026-10-29
Revisor Wealth Management LLC
DECREASED3,3954,678-1,283-27%$1.7M$1.1M-$598.0K2026-10-20
Keybank National Association
INCREASED3,3783,344+34+1%$1.2M$1.1M-$81.7K2026-11-04
Royal Fund Management, LLC
DECREASED3,3713,491-120-3%$1.3M$1.1M-$137.8K2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED3,3653,142+223+7%$1.1M$1.1M-$12.4K2026-11-04
Monetary Solutions, Ltd
INCREASED3,3532,967+386+13%$1.1M$1.1M+$47.7K2026-10-22
Lodestar Private Asset Management LLC
INCREASED3,351762+2,589+340%$278.8K$1.1M+$853.5K2026-10-26
LexAurum Advisors, LLC
INCREASED3,3073,191+116+4%$1.2M$1.1M-$49.8K2026-10-19
4Wealth Advisors, Inc.
INCREASED3,3003,092+208+7%$1.1M$1.1M-$8922026-10-13
Wrenne Financial Planning LLC
DECREASED3,2573,268-110%$1.2M$1.1M-$94.6K2026-10-30
WealthCare Investment Partners, LLC
DECREASED3,2153,295-80-2%$1.2M$1.1M-$118.6K2026-11-05
CoreCap Advisors, LLC
DECREASED3,1863,228-42-1%$1.2M$1.1M-$104.2K2026-10-08
MCF Advisors LLC
UNCHANGED3,1503,15000%$1.2M$1.1M-$87.8K2026-10-28
Key FInancial Inc
UNCHANGED3,1453,14500%$1.2M$1.1M-$87.7K2026-11-02
Sowell Financial Services LLC
DECREASED3,1223,155-33-1%$1.2M$1.1M-$99.3K2026-10-23
Center For Asset Management LLC
DECREASED3,1133,446-333-10%$1.3M$1.1M-$208.4K2026-10-16
Park National Corp
DECREASED3,1075,666-2,559-45%$2.1M$1.0M-$1.0M2026-10-05
Gryphon Financial Partners LLC
INCREASED3,1033,101+2+0%$1.1M$1.0M-$85.6K2026-11-04
Hartline Investment Corp/
DECREASED3,0964,306-1,210-28%$1.6M$1.0M-$528.8K2026-10-29
M Holdings Securities, Inc.
NEW3,090—+3,090——$1.0K—2026-11-03
Blue Trust, Inc.
INCREASED3,0822,973+109+4%$1.1M$1.0M-$46.1K2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED3,0013,00100%$1.1M$1.0M-$83.6K2026-11-05
MidAtlantic Capital Management, Inc.
UNCHANGED2,9982,99800%$1.1M$1.0M-$83.6K2026-11-05
Shoker Investment Counsel, Inc.
UNCHANGED2,9832,98300%$1.1M$1.0M-$83.1K2026-11-04
BCS Wealth Management
INCREASED2,9762,939+37+1%$1.1M$1.0M-$69.4K2026-11-03
Elm3 Financial Group, LLC
DECREASED2,9613,057-96-3%$1.1M$1.0M-$117.7K2026-10-07
True North Advisors, LLC
UNCHANGED2,9492,94900%$1.1M$996.3K-$82.2K2026-10-22
Valley Forge Investment Consultants Inc ADV
UNCHANGED2,9392,93900%$1.1M$993.0K-$81.9K2026-11-03
OFS Enterprise LLC
UNCHANGED2,9002,90000%$1.1M$979.7K-$80.8K2026-10-16
Koshinski Asset Management, Inc.
INCREASED2,8822,877+5+0%$1.1M$973.5K-$78.5K2026-10-29
Rinkey Investments
INCREASED2,8752,549+326+13%$932.2K$971.4K+$39.2K2026-10-28
BIP Wealth, LLC
INCREASED2,8622,854+8+0%$1.0M$966.7K-$77.1K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED2,8182,658+160+6%$972.0K$952.0K-$20.0K2026-10-27
IFG Advisors, LLC
UNCHANGED2,8182,81800%$1.0M$952.1K-$78.4K2026-10-15
Wisconsin Wealth Advisors, LLC
INCREASED2,7922,780+12+0%$1.0M$943.2K-$73.4K2026-10-08
Dahring | Cusmano LLC
DECREASED2,7892,857-68-2%$1.0M$942.2K-$102.8K2026-11-03
GEN Financial Management, Inc.
INCREASED2,7451,240+1,505+121%$453.5K$927.3K+$473.9K2026-10-13
ERn Financial, LLC
DECREASED2,7403,040-300-10%$1.1M$925.6K-$186.0K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED2,6932,781-88-3%$1.0M$909.9K-$107.1K2026-10-13
Carnegie Investment Counsel
DECREASED2,6662,969-303-10%$1.1M$900.7K-$185.1K2026-10-20
Rossby Financial, LCC
INCREASED2,5992,152+447+21%$787.0K$878.0K+$91.0K2026-11-05
Eagle Strategies LLC
DECREASED2,5972,606-90%$953.0K$877.4K-$75.7K2026-10-16
Glenview Trust Co
UNCHANGED2,5902,59000%$947.2K$875.0K-$72.2K2026-10-28
Evermay Wealth Management LLC
DECREASED2,5732,701-128-5%$987.8K$869.2K-$118.5K2026-11-05
55 North Private Wealth, LLC
INCREASED2,5662,352+214+9%$860.1K$867.0K+$6.9K2026-10-20
StoneX Group Inc.
INCREASED2,5621,814+748+41%$663.6K$865.6K+$202.0K2026-11-03
Heartwood Wealth Advisors LLC
UNCHANGED2,5602,56000%$936.2K$864.8K-$71.3K2026-10-05
Decker Wealth Management LLC
UNCHANGED2,5392,53900%$928.5K$857.8K-$70.8K2026-10-09
BLB&B Advisors, LLC
DECREASED2,5253,109-584-19%$1.1M$853.1K-$283.9K2026-10-27
Wealth Preservation Advisors, LLC
INCREASED2,5082,063+445+22%$754.3K$847.2K+$92.9K2026-11-05
Compass Financial Group, Inc
DECREASED2,5052,533-28-1%$926.4K$846.1K-$80.2K2026-10-13
Balefire, LLC
DECREASED2,5012,755-254-9%$1.0M$844.9K-$162.6K2026-10-09
Gilliland Jeter Wealth Management LLC
INCREASED2,4922,491+1+0%$911.0K$842.0K-$69.0K2026-10-28
LightSquare Wealth Management, LLC
DECREASED2,4302,636-206-8%$964.1K$821.0K-$143.1K2026-11-03
Kennicott Capital Management LLC
UNCHANGED2,4302,43000%$888.8K$821.1K-$67.7K2026-10-16
Hoge Financial Services, LLC
DECREASED2,4092,431-22-1%$888.9K$813.7K-$75.2K2026-11-05
Aviso Wealth Management
UNCHANGED2,4072,40700%$880.3K$813.3K-$67.1K2026-11-04
Bay Capital Advisors, LLC
DECREASED2,4012,767-366-13%$1.0M$811.3K-$200.6K2026-10-16
Procyon Advisors, LLC
INCREASED2,3891,688+701+42%$617.4K$807.0K+$189.6K2026-10-21
Steph & Co
DECREASED2,3832,461-78-3%$900.0K$805.0K-$94.9K2026-10-07
Fusion Capital, LLC
DECREASED2,3592,451-92-4%$896.4K$796.9K-$99.5K2026-10-28
McClarren Financial Advisors, Inc.
DECREASED2,3562,366-100%$865.1K$796.0K-$69.1K2026-10-15
AdvisorNet Financial, Inc
DECREASED2,3412,396-55-2%$876.3K$774.3K-$101.9K2026-10-15
Magnus Financial Group LLC
INCREASED2,3412,340+1+0%$855.9K$790.9K-$64.9K2026-10-21
United Advisor Group, LLC
INCREASED2,3222,252+70+3%$823.6K$784.5K-$39.1K2026-11-03
Evergreen Capital Management LLC
DECREASED2,3072,352-45-2%$860.0K$779.3K-$80.7K2026-10-23
River Street Advisors LLC
INCREASED2,3022,245+57+3%$821.0K$777.7K-$43.3K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED2,2942,357-63-3%$862.0K$775.3K-$86.8K2026-10-30
Advisory Solutions Group, LLC
NEW2,287—+2,287——$772.6K—2026-10-14
Solutions 4 Wealth, Ltd
INCREASED2,2802,278+2+0%$833.2K$770.1K-$63.1K2026-11-03
GLR Partners, LLC
DECREASED2,2682,361-93-4%$863.4K$766.2K-$97.2K2026-11-04
Clarity Capital Advisors, LLC
UNCHANGED2,2672,26700%$829.0K$765.9K-$63.2K2026-10-27
Independence Asset Advisors, LLC
INCREASED2,2612,259+2+0%$826.1K$763.8K-$62.3K2026-10-23
Bell Bank
INCREASED2,2212,195+26+1%$802.7K$750.3K-$52.4K2026-10-21
Beacon Financial Advisory LLC
INCREASED2,2152,179+36+2%$796.8K$748.4K-$48.4K2026-10-16
First Heartland Consultants, Inc.
DECREASED2,2144,965-2,751-55%$1.8M$747.8K-$1.1M2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED2,2142,21400%$809.8K$748.1K-$61.7K2026-10-26
Orin Green Financial, LLC
UNCHANGED2,2052,20500%$806.4K$744.9K-$61.5K2026-10-19
Florida Trust Wealth Management Co
INCREASED2,1711,340+831+62%$490.0K$733.4K+$243.4K2026-11-05
Csenge Advisory Group
INCREASED2,1582,037+121+6%$745.1K$729.0K-$16.1K2026-11-04
Northwest Wealth Advisors, LLC
DECREASED2,1362,139-30%$782.0K$721.6K-$60.4K2026-11-02
TritonPoint Partners, LLC
DECREASED2,1345,650-3,516-62%$2.1M$720.9K-$1.3M2026-11-05
Tsfg, LLC
DECREASED2,1312,249-118-5%$822.0K$720-$821.3K2026-10-23
Busey Bank
UNCHANGED2,1302,13000%$778.9K$719.6K-$59.4K2026-10-26
Dala Group, LLC
INCREASED2,1271,987+140+7%$726.6K$718.4K-$8.2K2026-10-29
Arrow Investment Advisors, LLC
DECREASED2,1192,206-87-4%$806.7K$715.9K-$90.9K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,1082,197-89-4%$803.5K$712.2K-$91.3K2026-10-14
Angeles Wealth Management, LLC
DECREASED2,1072,134-27-1%$780.4K$711.8K-$68.6K2026-10-26
Bishop & Co Investment Management, LLC
DECREASED2,1042,185-81-4%$799.1K$710.8K-$88.3K2026-11-05
Indivisible Partners
INCREASED2,0982,074+24+1%$758.5K$708.8K-$49.7K2026-10-26
Facet Wealth, Inc.
INCREASED2,0871,155+932+81%$422.4K$705.1K+$282.7K2026-11-04
Trilogy Capital Inc.
DECREASED2,0742,893-819-28%$1.1M$700.5K-$357.4K2026-10-20
Silverlake Wealth Management LLC
INCREASED2,0632,041+22+1%$746.4K$697.1K-$49.3K2026-10-21
Northeast Investment Management
UNCHANGED2,0612,06100%$753.7K$696.3K-$57.4K2026-10-30
MFG Investments, LLC
NEW2,050—+2,050——$692.7K—2026-10-30
Sigma Investment Counselors Inc
INCREASED2,0441,384+660+48%$506.1K$690.5K+$184.4K2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED1,9551,908+47+2%$697.9K$660.3K-$37.6K2026-11-05
Tennessee Valley Asset Management Partners
DECREASED1,9541,974-20-1%$722.0K$660.2K-$61.8K2026-11-03
PDS Planning, Inc
INCREASED1,9511,436+515+36%$525.3K$658.9K+$133.6K2026-11-03
William Mack & Associates, Inc.
DECREASED1,9482,002-54-3%$732.1K$658.1K-$74.0K2026-10-27
International Assets Investment Management, LLC
INCREASED1,9421,875+67+4%$679.2K$660.8K-$18.4K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED1,9341,756+178+10%$642.2K$653.1K+$10.9K2026-10-13
FF Advisors,LLC
INCREASED1,9321,401+531+38%$512.3K$652.7K+$140.3K2026-10-21
Genesis Private Wealth, LLC
DECREASED1,9261,934-80%$707.1K$650.5K-$56.6K2026-11-02
MGO One Seven LLC
INCREASED1,9121,767+145+8%$646.4K$645.8K-$5592026-10-28
InvesTrust
DECREASED1,9101,939-29-1%$709.1K$645.3K-$63.8K2026-10-14
Wheelhouse Advisory Group LLC
DECREASED1,8981,969-71-4%$719.9K$641.1K-$78.9K2026-10-20
McGuire Investment Group, LLC
INCREASED1,8631,846+17+1%$675.1K$629.4K-$45.7K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED1,8531,841+12+1%$673.2K$625.9K-$47.3K2026-10-14
LEE Danner & Bass Inc
DECREASED1,8512,067-216-10%$755.9K$625.4K-$130.6K2026-10-27
Integrated Capital Management, LLC
DECREASED1,8451,856-11-1%$678.9K$623.5K-$55.4K2026-10-23
Shepherd Financial Partners LLC
UNCHANGED1,8251,82500%$667.4K$616.5K-$50.9K2026-11-03
Asset Dedication, LLC
DECREASED1,8022,670-868-33%$976.4K$608.8K-$367.6K2026-11-03
PFG Advisors
DECREASED1,8002,396-596-25%$876.0K$608.1K-$267.9K2026-10-16
Sellwood Investment Partners LLC
INCREASED1,7921,790+2+0%$654.6K$605.3K-$49.3K2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED1,7901,739+51+3%$636.0K$604.8K-$31.1K2026-10-19
Waller Financial Planning Group, Inc
UNCHANGED1,7861,78600%$653.2K$603.4K-$49.8K2026-10-07
RKL Wealth Management LLC
DECREASED1,7851,790-50%$654.5K$602.9K-$51.6K2026-10-16
Plancorp, LLC
DECREASED1,7801,796-16-1%$627.3K$587.9K-$39.4K2026-11-03
WoodTrust Financial Corp
DECREASED1,7541,784-30-2%$652.0K$593-$651.4K2026-10-09
Saxon Interests, Inc.
INCREASED1,7511,215+536+44%$444.3K$591.4K+$147.1K2026-10-26
Gen-Wealth Partners Inc
DECREASED1,7253,024-1,299-43%$1.1M$582.7K-$523.0K2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,7211,72100%$629.4K$581.4K-$48.0K2026-10-15
Eagle Harbor Asset Management Inc
DECREASED1,71910,557-8,838-84%$1.3M$580.7K-$746.4K2026-10-21
SteelPeak Wealth, LLC
DECREASED1,7191,763-44-2%$644.9K$580.6K-$64.2K2026-10-16
Discipline Wealth Solutions, LLC
DECREASED1,7011,702-10%$622.5K$574.7K-$47.8K2026-10-14
K2 Financial Inc.
DECREASED1,6841,731-47-3%$624.4K$574.0K-$50.4K2026-10-26
J. Derek Lewis & Associates Inc.
INCREASED1,6771,566+111+7%$573.2K$568.3K-$4.9K2026-11-03
Jacobi Capital Management LLC
DECREASED1,6721,694-22-1%$619.3K$564.9K-$54.4K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED1,6561,646+10+1%$602.1K$559.4K-$42.7K2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED1,6502,268-618-27%$829.4K$557.4K-$272.0K2026-10-14
Caldwell Trust Co
INCREASED1,6411,602+39+2%$585.9K$554.4K-$31.5K2026-10-30
SBI Securities Co., Ltd.
DECREASED1,6171,651-34-2%$603.8K$546.3K-$57.5K2026-10-22
Regions Financial Corp
INCREASED1,6121,506+106+7%$550.7K$544.6K-$6.2K2026-11-05
Arsenal Capital Advisors LLC
INCREASED1,6091,411+198+14%$515.9K$543.6K+$27.7K2026-11-02
Markowski Investments
UNCHANGED1,6091,60900%$588.2K$543.5K-$44.8K2026-10-30
Signaturefd, LLC
DECREASED1,6051,703-98-6%$622.9K$542.3K-$80.6K2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED1,5961,579+17+1%$577.4K$539.2K-$38.3K2026-10-14
Amplius Wealth Advisors, LLC
UNCHANGED1,5911,59100%$581.9K$537.5K-$44.3K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED1,5851,572+13+1%$574.7K$535.3K-$39.4K2026-11-03
Pinnacle Bancorp, Inc.
DECREASED1,5481,549-10%$566.6K$522.8K-$43.8K2026-10-21
Mcdonald Partners LLC
INCREASED1,5451,520+25+2%$555.9K$521.9K-$33.9K2026-11-03
Confluence Wealth Services, Inc.
INCREASED1,5321,487+45+3%$543.8K$517.4K-$26.3K2026-11-05
Northstar Asset Management Co
UNCHANGED1,5251,52500%$521.1K$511.1K-$10.0K2026-10-22
Agate Pass Investment Management, LLC
UNCHANGED1,5241,52400%$557.3K$514.9K-$42.4K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED1,5221,289+233+18%$471.4K$514.2K+$42.8K2026-10-29
Courier Capital LLC
DECREASED1,5031,517-14-1%$554.8K$507.8K-$47.0K2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED1,5001,50000%$548.6K$548.6K$02026-10-22
TD Private Client Wealth LLC
INCREASED1,4981,369+129+9%$500.6K$506.1K+$5.4K2026-10-28
Greenspring Advisors, LLC
DECREASED1,4961,745-249-14%$638.0K$505.3K-$132.7K2026-11-05
Apeiron RIA LLC
NEW1,493—+1,493——$508.2K—2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED1,4881,449+39+3%$529.9K$502.7K-$27.2K2026-10-14
Kaizen Financial Strategies
DECREASED1,4851,486-10%$538.5K$501.8K-$36.7K2026-10-09
Finward Bancorp
DECREASED1,4601,655-195-12%$605.2K$493.2K-$112.0K2026-10-14
S.A. Mason LLC
UNCHANGED1,4441,44400%$528.1K$487.8K-$40.2K2026-10-13
Financial Insights, Inc.
UNCHANGED1,4411,44100%$527.1K$487.0K-$40.1K2026-10-27
Asempa Wealth Advisors
DECREASED1,4371,502-65-4%$549.2K$489.1K-$60.2K2026-10-07
Brandywine OAK Private Wealth LLC
UNCHANGED1,4331,43300%$524.0K$484.1K-$39.9K2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW1,416—+1,416——$478.3K—2026-10-27
LongView Wealth Management
INCREASED1,4131,392+21+2%$509.0K$477.4K-$31.6K2026-10-19
Sensible Money, LLC
UNCHANGED1,4071,40700%$514.5K$475.3K-$39.2K2026-10-20
First Financial Corp
DECREASED1,3881,444-56-4%$528.1K$468.9K-$59.2K2026-10-13
Richmond Investment Services, LLC
INCREASED1,381854+527+62%$312.3K$466.7K+$154.3K2026-10-29
NavPoint Financial, Inc.
INCREASED1,3791,378+1+0%$503.8K$465.8K-$38.0K2026-10-21
Argentarii, LLC
DECREASED1,3581,387-29-2%$501.5K$458.8K-$42.7K2026-10-28
Greenleaf Trust
INCREASED1,3541,305+49+4%$477.2K$457.4K-$19.8K2026-10-29
Narwhal Capital Management
UNCHANGED1,3501,35000%$493.7K$456.1K-$37.6K2026-11-04
Taylor Financial Group, Inc.
DECREASED1,3401,393-53-4%$509.4K$452.7K-$56.7K2026-11-02
Segment Wealth Management, LLC
UNCHANGED1,3401,34000%$490.0K$452.7K-$37.3K2026-10-26
Principle Wealth Partners LLC
UNCHANGED1,3211,32100%$483.1K$446.3K-$36.8K2026-11-02
Grove Street Fiduciary, LLC
UNCHANGED1,3191,31900%$482.4K$445.6K-$36.8K2026-10-13
Miller Financial Services LLC
UNCHANGED1,3171,31700%$481.6K$444.9K-$36.7K2026-10-20
Salem Investment Counselors Inc
INCREASED1,3001,281+19+1%$468.5K$439.2K-$29.3K2026-10-13
Clark Asset Management, LLC
DECREASED1,3001,303-30%$476.3K$439.2K-$37.1K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED1,2871,28700%$470.5K$434.6K-$35.9K2026-10-23
Cutler Investment Counsel LLC
UNCHANGED1,2721,27200%$465.1K$429.7K-$35.4K2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED1,2615,406-4,145-77%$2.0M$426.0K-$1.6M2026-11-05
Planning Strategies Inc.
DECREASED1,2561,295-39-3%$473.6K$424.3K-$49.3K2026-10-02
Ascent Group, LLC
DECREASED1,2491,333-84-6%$487.5K$422.0K-$65.5K2026-10-30
WealthPlan Investment Management, LLC
DECREASED1,2491,250-10%$457.1K$421.9K-$35.2K2026-10-15
Capital Advantage, Inc.
INCREASED1,2441,197+47+4%$437.9K$420.4K-$17.5K2026-10-14
WBH Advisory Inc
UNCHANGED1,2441,24400%$454.9K$420.3K-$34.7K2026-11-05
Jeppson Wealth Management, LLC
INCREASED1,2411,240+1+0%$453.4K$419.2K-$34.2K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED1,2351,237-20%$452.5K$417.4K-$35.1K2026-10-08
Quadrant Private Wealth Management, LLC
NEW1,226—+1,226——$414.2K—2026-11-04
Smithbridge Asset Management Inc
UNCHANGED1,2211,22100%$446.5K$412.5K-$34.0K2026-10-19
Verus Financial Partners, Inc.
UNCHANGED1,2171,21700%$445.1K$411.1K-$33.9K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED1,2121,211+1+0%$442.6K$409.1K-$33.5K2026-11-05
Davis Investment Partners, LLC
DECREASED1,2001,326-126-9%$484.9K$405.4K-$79.5K2026-11-05
Fonville Wealth Management LLC
INCREASED1,1841,121+63+6%$410.0K$400.0K-$10.0K2026-10-28
Evanson Financial, LLC
UNCHANGED1,1811,18100%$431.9K$399.0K-$32.9K2026-10-23
LaFleur & Godfrey LLC
INCREASED1,1731,106+67+6%$404.5K$396.3K-$8.2K2026-10-27
Simplicity Wealth,LLC
DECREASED1,1701,335-165-12%$488.1K$395.1K-$93.0K2026-10-23
MBL Wealth, LLC
UNCHANGED1,1651,16500%$426.0K$393.6K-$32.5K2026-10-22
Salomon & Ludwin, LLC
DECREASED1,1641,206-42-3%$423.9K$393.2K-$30.7K2026-10-29
Wilmington Savings Fund Society, FSB
INCREASED1,1631,118+45+4%$408.9K$392.9K-$16.0K2026-10-23
Richard P Slaughter Associates Inc
DECREASED1,1611,221-60-5%$446.5K$392.1K-$54.5K2026-10-13
West Bancorporation Inc
DECREASED1,1591,214-55-5%$444.0K$391.5K-$52.4K2026-10-29
Advocate Group LLC
INCREASED1,156829+327+39%$303.2K$390.5K+$87.4K2026-10-19
Regent Peak Wealth Advisors LLC
DECREASED1,1331,183-50-4%$432.6K$382.8K-$49.9K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED1,124430+694+161%$157.4K$379.7K+$222.3K2026-11-04
Root Financial Partners, LLC
INCREASED1,118646+472+73%$236.2K$377.7K+$141.5K2026-10-21
Integral Investment Advisors, Inc.
UNCHANGED1,1181,11800%$408.8K$377.6K-$31.1K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED1,1151,11500%$407.9K$376.8K-$31.1K2026-10-21
Kohmann Bosshard Financial Services, LLC
DECREASED1,1131,173-60-5%$429.0K$376.0K-$53.0K2026-11-04
Mycio Wealth Partners, LLC
INCREASED1,1031,102+1+0%$403.1K$372.7K-$30.4K2026-11-04
Thrive Wealth Management, LLC
INCREASED1,1011,067+34+3%$390.1K$371.9K-$18.2K2026-10-13
ARK & TLK Investments, LLC
UNCHANGED1,0981,09800%$401.6K$371.0K-$30.6K2026-10-20
IPG Investment Advisors LLC
UNCHANGED1,0911,09100%$399.0K$368.6K-$30.4K2026-10-30
M.E. Allison & Co., Inc.
UNCHANGED1,0891,08900%$398.2K$367.9K-$30.4K2026-10-09
CWA Asset Management Group, LLC
DECREASED1,0861,143-57-5%$418.1K$366.8K-$51.3K2026-10-19
Sigma Planning Corp
DECREASED1,0831,247-164-13%$456.1K$365.1K-$91.0K2026-10-23
Financial Perspectives, Inc
UNCHANGED1,0761,07600%$393.4K$363.6K-$29.8K2026-11-03
Hurlow Wealth Management Group, Inc.
UNCHANGED1,0721,07200%$392.0K$362.2K-$29.9K2026-10-29
CDM Financial Counseling Services, Inc.
INCREASED1,0691,004+65+6%$367.5K$361.7K-$5.9K2026-10-15
Patriot Investment Management Group, Inc.
INCREASED1,067933+134+14%$341.2K$360.5K+$19.3K2026-10-15
Axim Planning & Wealth
DECREASED1,0641,084-20-2%$396.5K$359.6K-$36.9K2026-10-28
LifeGoal Investments, LLC
NEW1,063—+1,063——$359.0K—2026-10-09
Advisory Advocates, LLC
UNCHANGED1,0611,06100%$388.0K$358.4K-$29.6K2026-11-05
Crusonia Wealth Advisors LLC
INCREASED1,0561,016+40+4%$371.6K$356.9K-$14.7K2026-10-26
PUREfi Wealth, LLC
UNCHANGED1,0401,04000%$380.4K$351.4K-$28.9K2026-10-19
Net Worth Advisory Group
INCREASED1,0301,005+25+2%$367.4K$350.4K-$17.0K2026-10-20
Scott Capital Advisors, LLC
INCREASED1,015952+63+7%$348.0K$347.4K-$5672026-10-13
Chapin Davis, Inc.
INCREASED1,010970+40+4%$354.6K$341.2K-$13.5K2026-10-09
Register Financial Advisors LLC
INCREASED1,008977+31+3%$357.4K$340.4K-$17.0K2026-10-23
Cypress Wealth Services, LLC
UNCHANGED1,0001,00000%$365.7K$347.4K-$18.3K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED1,0001,00000%$365.7K$337.8K-$27.9K2026-10-28
Hoxton Planning & Management, LLC
DECREASED9991,078-79-7%$394.2K$337.5K-$56.7K2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED99699600%$364.2K$336.5K-$27.8K2026-10-15
Atlas Brown,Inc.
INCREASED990715+275+38%$261.5K$334.5K+$73.0K2026-10-09
Tactive Advisors, LLC
DECREASED9671,497-530-35%$547.5K$326.7K-$220.8K2026-10-08
Clear Harbor Asset Management, LLC
NEW956—+956——$323.0K—2026-11-05
Align Financial, LLC
UNCHANGED95695600%$349.6K$323.0K-$26.6K2026-10-16
Merited Wealth, LLC
DECREASED9551,018-63-6%$372.1K$322.6K-$49.5K2026-10-13
Sutton Place Investors LLC
INCREASED950949+1+0%$347.1K$320.9K-$26.3K2026-10-20
InTrack Investment Management Inc
DECREASED9482,842-1,894-67%$1.0M$320.2K-$719.2K2026-10-15
Sightline Wealth Advisors, LLC
DECREASED9311,739-808-46%$636.0K$314.5K-$321.5K2026-10-21
Galvin, Gaustad & Stein, LLC
UNCHANGED92692600%$338.6K$312.8K-$25.8K2026-10-08
Verus Capital Partners, LLC
DECREASED9171,765-848-48%$645.5K$309.8K-$335.7K2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED91491400%$334.3K$308.8K-$25.5K2026-11-05
Winthrop Advisory Group LLC
DECREASED910912-20%$333.4K$307.3K-$26.1K2026-10-22
Lynx Investment Advisory
INCREASED907862+45+5%$315.2K$306.4K-$8.8K2026-10-27
White Lighthouse Investment Management Inc.
DECREASED904985-81-8%$360.1K$305.3K-$54.8K2026-10-21
First Pacific Financial
INCREASED901900+1+0%$329.1K$304.3K-$24.8K2026-10-14
Sepio Capital, LP
DECREASED896897-10%$327.9K$302.9K-$25.0K2026-10-22
Horizon Financial Services, LLC
INCREASED887807+80+10%$295.1K$299.7K+$4.5K2026-11-04
LWM Advisors Inc
INCREASED885851+34+4%$311.2K$299.0K-$12.2K2026-10-08
Macroview Investment Management LLC
UNCHANGED88288200%$322.5K$298.1K-$24.4K2026-10-26
Willow Creek Wealth Management Inc.
DECREASED868933-65-7%$341.2K$293.3K-$47.9K2026-10-26
Destiny Wealth Partners, LLC
NEW857—+857——$282.0K—2026-11-05
Asset Allocation Strategies LLC
INCREASED853826+27+3%$302.0K$288.1K-$13.9K2026-10-20
Linscomb Wealth, Inc.
INCREASED853829+24+3%$303.2K$288.2K-$15.0K2026-11-05
Norden Group LLC
UNCHANGED84884800%$310.1K$286.5K-$23.6K2026-10-20
Invested Advisors
NEW846—+846——$285.8K—2026-10-23
Ti-Trust, Inc
DECREASED844899-55-6%$328.8K$285.1K-$43.6K2026-10-21
Parsons Capital Management Inc
UNCHANGED84284200%$307.9K$284.5K-$23.5K2026-10-28
Fortitude Family Office, LLC
UNCHANGED84084000%$307.2K$283.8K-$23.4K2026-10-14
Cypress Financial Planning LLC
DECREASED835836-10%$305.7K$282.1K-$23.6K2026-10-09
Rossmore Private Capital
UNCHANGED83383300%$304.6K$281.4K-$23.2K2026-10-27
Stewardship Advisors, LLC
DECREASED8301,221-391-32%$446.5K$280.4K-$166.1K2026-10-20
Innovative Wealth Building LLC
DECREASED828908-80-9%$332.2K$279.8K-$52.4K2026-10-14
JB Capital LLC
NEW826—+826——$279.0K—2026-10-19
TFC Financial Management, Inc.
DECREASED826828-20%$302.8K$279.2K-$23.7K2026-10-26
Golden State Wealth Management, LLC
UNCHANGED82682600%$302.2K$279.3K-$22.9K2026-11-02
Western Reserve Capital Management, LLC
UNCHANGED82482400%$301.3K$278.4K-$23.0K2026-10-14
Brian LOW Financial Group, LLC
DECREASED821822-10%$300.6K$277.4K-$23.2K2026-10-28
Private Trust Co NA
UNCHANGED81981900%$299.4K$276.6K-$22.8K2026-10-20
Gemmer Asset Management LLC
UNCHANGED81081000%$296.1K$273.5K-$22.6K2026-10-16
Hurley Capital, LLC
UNCHANGED79979900%$292.0K$270.0K-$22.0K2026-11-05
Apollon Financial, LLC
DECREASED794944-150-16%$345.4K$268.4K-$77.0K2026-10-23
Professional Financial Advisors, LLC
INCREASED792787+5+1%$287.8K$267.6K-$20.1K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED791935-144-15%$341.9K$267.2K-$74.7K2026-10-22
G2 Capital Management, LLC / OH
UNCHANGED79179100%$289.3K$267.2K-$22.0K2026-10-23
New England Private Wealth Advisors LLC
INCREASED786785+1+0%$268.2K$265.4K-$2.8K2026-10-19
Philadelphia Trust Co
UNCHANGED78378300%$286.0K$265-$285.7K2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED782636+146+23%$232.6K$264.2K+$31.6K2026-10-22
Madison Park Capital Advisors, LLC
DECREASED78114,000-13,219-94%$262.2K$264.0K+$1.8K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED781581+200+34%$213$264+$512026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED78178100%$285.6K$263.9K-$21.8K2026-10-19
Quadrant Capital Group LLC
UNCHANGED77977900%$284.9K$263.9K-$21.0K2026-10-20
Nations Financial Group Inc,
UNCHANGED77877800%$284.6K$262.9K-$21.7K2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED77377300%$282.5K$261.0K-$21.5K2026-10-14
Lexington Hill Partners, LLC
INCREASED768767+1+0%$280.6K$259.5K-$21.2K2026-10-13
Traynor Capital Management, Inc.
UNCHANGED76276200%$278.5K$257.3K-$21.2K2026-10-29
Beaumont Asset Management, L.L.C.
DECREASED760761-10%$278.3K$256.8K-$21.5K2026-10-16
Dynamic Financial Group
UNCHANGED75875800%$277.3K$256.2K-$21.1K2026-10-28
Gerber Kawasaki Wealth & Investment Management
NEW755—+755——$255.1K—2026-10-29
Redw Wealth LLC
UNCHANGED75275200%$275.0K$254.0K-$21.0K2026-11-02
Cove Private Wealth, LLC
UNCHANGED75075000%$274.3K$253.4K-$20.9K2026-10-28
Orba Wealth Advisors, L.L.C.
INCREASED743649+94+14%$237.4K$251.0K+$13.7K2026-10-23
Fairscale Capital, LLC
INCREASED742689+53+8%$252.0K$245.0K-$7.0K2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED74274200%$271.3K$250.8K-$20.4K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED738826-88-11%$302.0K$249.5K-$52.6K2026-11-04
Convergence Financial, LLC
DECREASED7371,474-737-50%$539.0K$249.0K-$290.1K2026-10-27
Smith Salley Wealth Management
INCREASED736695+41+6%$254.2K$248.6K-$5.5K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED73173100%$267.3K$247.0K-$20.4K2026-10-22
KCM Investment Advisors LLC
UNCHANGED72572500%$265.1K$244.9K-$20.2K2026-10-27
Foster Group, Inc.
DECREASED718746-28-4%$272.7K$242.5K-$30.2K2026-10-13
Moody Lynn Lieberson & Walker, LLC
UNCHANGED71571500%$261.5K$241.5K-$19.9K2026-10-14
Samalin Investment Counsel, LLC
INCREASED714644+70+11%$235.4K$241.1K+$5.7K2026-10-23
Tectonic Advisors LLC
DECREASED713754-41-5%$275.9K$241.0K-$34.9K2026-10-22
Enclave Advisors LLC
NEW708—+708——$239.4K—2026-10-14
Cornerstone Wealth Group, LLC
INCREASED696649+47+7%$237.3K$235.1K-$2.2K2026-11-02
WPG Advisers, LLC
DECREASED694770-76-10%$281.6K$234.5K-$47.1K2026-10-27
Beacon Financial Group
UNCHANGED68968900%$252.0K$232.8K-$19.2K2026-10-19
Sageworth Trust Co
UNCHANGED68268200%$249.4K$230.4K-$19.0K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED678677+1+0%$166.1K$229-$165.9K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED677684-7-1%$250.2K$228.8K-$21.4K2026-11-04
Obermeyer Wealth Partners
INCREASED673672+1+0%$245.6K$227.2K-$18.4K2026-10-21
Holos Integrated Wealth LLC
UNCHANGED67367300%$238.4K$221.1K-$17.2K2026-10-23
Capstone Wealth Management Group, LLC
UNCHANGED67367300%$246.3K$200.2K-$46.0K2026-11-05
World Equity Group, Inc.
DECREASED6702,211-1,541-70%$808.6K$226.3K-$582.2K2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW662—+662——$223.6K—2026-10-16
BAM Wealth Management, LLC
NEW662—+662——$223.6K—2026-10-15
Veratis Advisors, Inc.
DECREASED661662-10%$242.0K$223.6K-$18.4K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED660659+1+0%$241.1K$222.9K-$18.2K2026-11-02
SFI Advisors, LLC
DECREASED657728-71-10%$266.2K$222.0K-$44.3K2026-10-30
Breakwater Capital Group
NEW655—+655——$221.3K—2026-10-09
Waters Parkerson & Co., LLC
INCREASED651650+1+0%$237.8K$219.9K-$17.9K2026-11-04
Midwest Financial Group LLC
UNCHANGED65165100%$238.1K$219.9K-$18.1K2026-10-15
Fulton Bank, N.A.
NEW650—+650——$219.6K—2026-10-14
Entrust Financial LLC
UNCHANGED65065000%$237.8K$219.7K-$18.1K2026-11-04
Huntleigh Advisors, Inc.
UNCHANGED65065000%$237.7K$219.6K-$18.1K2026-11-03
Sjbenen Advisory, LLC
UNCHANGED65065000%$232.0K$224.5K-$7.6K2026-10-19
Fjell Capital, LLC
NEW647—+647——$218.6K—2026-10-13
Wealth Dimensions Group, Ltd.
DECREASED642856-214-25%$313.0K$216.9K-$96.2K2026-11-02
Soltis Investment Advisors LLC
INCREASED642631+11+2%$230.6K$216.9K-$13.7K2026-10-28
Global Wealth Management Investment Advisory, Inc.
NEW641—+641——$216.7K—2026-11-04
TME Financial, Inc.
INCREASED634599+35+6%$219.0K$214.3K-$4.7K2026-10-14
Western Financial Corp
DECREASED628675-47-7%$247.0K$212.3K-$34.7K2026-10-14
Sierra Ocean, LLC
UNCHANGED62562500%$228.6K$211.2K-$17.4K2026-11-03
Certuity, LLC
UNCHANGED62362300%$227.7K$210.4K-$17.3K2026-11-02
Adamsbrown Wealth Consultants LLC
UNCHANGED62262200%$227.4K$210.1K-$17.3K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
NEW617—+617——$208.4K—2026-10-21
180 Wealth Advisors, LLC
DECREASED616654-38-6%$239.0K$208.1K-$30.9K2026-11-03
Kathmere Capital Management, LLC
UNCHANGED61661600%$225.3K$208.1K-$17.2K2026-10-20
Flagstar Securities, Inc
NEW612—+612——$206.8K—2026-10-15
Clear Wave Wealth Management LLC
UNCHANGED61261200%$223.7K$206.7K-$17.0K2026-11-04
Inman Jager Wealth Management, LLC
DECREASED609658-49-7%$240.6K$205.7K-$34.9K2026-11-05
Abacus Planning Group, Inc.
NEW600—+600——$202.7K—2026-11-02
Mill Capital Management, LLC
UNCHANGED60060000%$219.4K$202.7K-$16.7K2026-10-26
RFG - Bristol Wealth Advisors, LLC
NEW599—+599——$202.4K—2026-10-09
Archer Investment Management, LLC
DECREASED597641-44-7%$234.2K$201.7K-$32.6K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED559705-146-21%$257.8K$188.8K-$69.0K2026-10-07
Trust Co of Vermont
INCREASED555550+5+1%$201.1K$187.5K-$13.6K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED54754700%$200.0K$184.8K-$15.2K2026-10-27
Spire Wealth Management
DECREASED5201,047-527-50%$382.8K$175.5K-$207.3K2026-10-30
Colony Family Offices, LLC
UNCHANGED50350300%$183.9K$169.9K-$14.0K2026-10-22
Legacy Bridge, LLC
UNCHANGED50250200%$183.6K$169.6K-$14.0K2026-10-28
Balance Wealth Partners LLC
NEW492—+492——$166.3K—2026-10-27
North Star Investment Management Corp.
DECREASED475775-300-39%$283.4K$160.5K-$122.9K2026-10-27
Latitude Advisors, LLC
NEW470—+470——$158.7K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED46246200%$169.0K$156.1K-$12.9K2026-10-28
Arcadia Investment Advisors LLC
DECREASED428564-136-24%$206.3K$144.6K-$61.7K2026-10-13
Global Trust Asset Management, LLC
UNCHANGED42842800%$156.5K$144.6K-$11.9K2026-10-19
Armstrong Advisory Group, Inc
UNCHANGED42742700%$156.1K$144.2K-$11.8K2026-10-09
Trust Co of Toledo NA
UNCHANGED40040000%$146.3K$135.1K-$11.1K2026-10-16
Piscataqua Savings Bank
UNCHANGED40040000%$146.3K$135.1K-$11.2K2026-10-21
Independence Bank of Kentucky
DECREASED397412-15-4%$150.7K$134.1K-$16.5K2026-10-26
Milestone Investment Advisors LLC
UNCHANGED38838800%$141.9K$131.1K-$10.8K2026-11-05
True Wealth Design, LLC
NEW384—+384——$129.7K—2026-10-13
Old Second National Bank of Aurora
UNCHANGED36936900%$134.9K$124.7K-$10.3K2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED367360+7+2%$131.7K$124.0K-$7.7K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED356357-10%$130.4K$120.1K-$10.3K2026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED35535500%$129.8K$120.0K-$9.8K2026-11-04
Financial Management Professionals, Inc.
UNCHANGED34934900%$127.6K$117.9K-$9.7K2026-10-23
Godsey & Gibb, Inc
UNCHANGED34534500%$126.2K$116.6K-$9.6K2026-10-14
Jnba Financial Advisors
UNCHANGED33533500%$122.5K$113.2K-$9.3K2026-11-03
Compass Financial Management LLC
INCREASED326322+4+1%$115.4K$110.3K-$5.1K2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED32632600%$119.1K$110.1K-$9.1K2026-10-20
Atwood & Palmer Inc
UNCHANGED32232200%$117.9K$108.9K-$9.0K2026-10-08
Next Level Wealth Planning, LLC
NEW310—+310——$104.7K—2026-10-29
Bullock Wealth Management Group
UNCHANGED29229200%$105.8K$99.4K-$6.4K2026-10-09
Edgemoor Investment Advisors, Inc.
NEW288—+288——$97.3K—2026-11-03
Chapman Financial Group, LLC
UNCHANGED28328300%$103.5K$95.6K-$7.9K2026-10-26
Concord Wealth Partners
UNCHANGED27827800%$101.7K$93.9K-$7.7K2026-11-02
Gamma Investing LLC
UNCHANGED27627600%$100.9K$93.2K-$7.7K2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED27527500%$100.6K$92.9K-$7.7K2026-10-13
Hanson & Doremus Investment Management
DECREASED261270-9-3%$99.0K$88-$98.9K2026-10-16
West Financial Advisors, LLC
UNCHANGED25425400%$92.9K$85.8K-$7.1K2026-10-22
Wagner Wealth Management, LLC
UNCHANGED25125100%$91.8K$84.8K-$7.0K2026-10-21
Montag A & Associates Inc
UNCHANGED23323300%$85.2K$78.7K-$6.5K2026-10-29
Valued Wealth Advisors LLC
UNCHANGED23123100%$84.6K$78.1K-$6.4K2026-11-05
Signature Equity Partners, LLC
INCREASED230211+19+9%$77.1K$77.7K+$5652026-10-29
Buck Wealth Strategies, LLC
INCREASED22727+200+741%$9.9K$76.7K+$66.8K2026-10-28
NBH Bank
UNCHANGED22322300%$81.6K$75.3K-$6.2K2026-11-05
Fairman Group, LLC
UNCHANGED21821800%$79.8K$73.8K-$6.0K2026-10-26
Pittenger & Anderson Inc
UNCHANGED21721700%$79.4K$73.3K-$6.0K2026-11-02
Phillips Financial Management, LLC
UNCHANGED21421400%$78.3K$72.3K-$6.0K2026-10-19
Eastern Bank
INCREASED213123+90+73%$45.0K$72.0K+$27.0K2026-10-05
Elyxium Wealth, LLC
NEW210—+210——$70.9K—2026-10-27
City State Bank
UNCHANGED21021000%$76.8K$70.9K-$5.9K2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED20020000%$73.1K$67.6K-$5.6K2026-10-23
Lanark Financial, Inc.
DECREASED199214-15-7%$78.3K$67.2K-$11.0K2026-10-26
UMB Private Wealth Management, LLC
NEW198—+198——$66.9K—2026-10-19
Abound Wealth Management
UNCHANGED19219200%$70.2K$64.9K-$5.4K2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED190151+39+26%$55.3K$64.3K+$9.0K2026-10-27
Friedenthal Financial
INCREASED1807+173+2471%$2.6K$60.8K+$58.2K2026-10-27
TD Waterhouse Canada Inc.
UNCHANGED18018000%$65.2K$61.4K-$3.9K2026-10-16
Provident Wealth Management, LLC
DECREASED1781,678-1,500-89%$613.6K$60.1K-$553.5K2026-10-20
EPG Wealth Management LLC
UNCHANGED17617600%$64.4K$59.5K-$4.9K2026-11-03
Beacon Financial Strategies Corp
UNCHANGED17017000%$62.2K$57.4K-$4.7K2026-10-14
Bangor Savings Bank
DECREASED169177-8-5%$64.7K$57.1K-$7.6K2026-10-06
Burk Holdings LLC
NEW161—+161——$54.4K—2026-11-05
Bell Investment Advisors, Inc
INCREASED15916+143+894%$5.9K$53.8K+$48.0K2026-10-29
Archer Investment Corp
DECREASED157215-58-27%$78.6K$53.0K-$25.6K2026-11-05
Cape Investment Advisory, Inc.
DECREASED151203-52-26%$74.2K$51.0K-$23.2K2026-10-13
Breakwater Investment Management
UNCHANGED14314300%$52.2K$48.2K-$4.0K2026-10-20
MV Capital Management, Inc.
UNCHANGED13613600%$49.7K$45.9K-$3.8K2026-10-29
Acumen Wealth Advisors, LLC
UNCHANGED13013000%$47.5K$43.9K-$3.6K2026-11-05
Sherman Asset Management, Inc.
UNCHANGED13013000%$47.5K$43.9K-$3.6K2026-11-05
Grove Bank & Trust
UNCHANGED12612600%$46.1K$42.6K-$3.5K2026-10-08
Putney Financial Group LLC
NEW125—+125——$42.2K—2026-10-30
Hamilton Point Investment Advisors, LLC
UNCHANGED11511500%$42.1K$38.9K-$3.2K2026-11-03
Security National Bank
INCREASED11313+100+769%$4.8K$38.2K+$33.4K2026-10-26
Signature Resources Capital Management, LLC
INCREASED10574+31+42%$27.1K$35.5K+$8.4K2026-10-16
Mosley Wealth Management
UNCHANGED10510500%$38.2K$35.0K-$3.2K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED10410400%$38.0K$35.1K-$2.9K2026-11-02
DiNuzzo Private Wealth, Inc.
UNCHANGED999900%$36.2K$33.4K-$2.8K2026-10-16
Davis Capital Management
UNCHANGED969600%$35.1K$32.4K-$2.7K2026-10-08
IMG Wealth Management, Inc.
UNCHANGED959500%$34.7K$32.1K-$2.6K2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED888800%$32.2K$29.7K-$2.5K2026-10-15
Nemes Rush Group LLC
INCREASED8581+4+5%$29.5K$28.6K-$8772026-11-04
Cardinal Strategic Wealth Guidance
UNCHANGED838300%$30.4K$28.0K-$2.3K2026-11-02
Meriwether Wealth & Planning, LLC
NEW82—+82——$27.7K—2026-10-13
Cordgrass Capital Advisors, LLC
UNCHANGED808000%$29.3K$27.0K-$2.2K2026-10-30
First Bancorp, Inc
UNCHANGED777700%$28.2K$26.0K-$2.1K2026-10-26
Country Trust Bank
UNCHANGED767600%$27.8K$25.7K-$2.1K2026-10-30
Toth Financial Advisory Corp
UNCHANGED737300%$26.7K$24.7K-$2.0K2026-10-08
Kelleher Financial Advisors
NEW70—+70——$23.6K—2026-10-30
Blue Bell Private Wealth Management, LLC
INCREASED7066+4+6%$24.1K$23.6K-$4882026-10-29
Tompkins Financial Corp
UNCHANGED707000%$25.6K$23.6K-$2.0K2026-10-05
Hilton Head Capital Partners, LLC
UNCHANGED686800%$24.9K$23.0K-$1.9K2026-10-23
Vermillion Wealth Management, Inc.
DECREASED66289-223-77%$105.7K$22.3K-$83.4K2026-10-26
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED626200%$22.7K$21.0K-$1.7K2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED626200%$22.7K$20.9K-$1.7K2026-11-02
Vima LLC
UNCHANGED606000%$21.9K$20.3K-$1.7K2026-10-23
Navigoe, LLC
NEW50—+50——$16—2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED484800%$17.6K$16.2K-$1.3K2026-10-22
Costello Asset Management, Inc
UNCHANGED464600%$16.9K$15.6K-$1.3K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED454500%$16.5K$15.2K-$1.3K2026-10-23
Albion Financial Group
UNCHANGED404000%$14.6K$13.5K-$1.1K2026-10-21
GK Wealth Management LLC
NEW39—+39——$13.2K—2026-10-09
Triumph Capital Management
INCREASED3936+3+8%$13.2K$13.2K+$102026-10-14
Main Street Group, LTD
UNCHANGED393900%$14.3K$13.2K-$1.1K2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED383800%$13.9K$12.8K-$1.1K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED3720+17+85%$7.4K$12.5K+$5.2K2026-10-30
Rakuten Securities, Inc.
INCREASED365+31+620%$1.8K$12.2K+$10.3K2026-11-02
West Paces Advisors Inc.
UNCHANGED363600%$13.2K$12.2K-$1.0K2026-10-13
Kentucky Trust Co
UNCHANGED363600%$13.2K$12.2K-$1.0K2026-10-15
Kingdom Financial Group Llc.
UNCHANGED353500%$12.8K$11.8K-$9752026-11-04
Laurel Wealth Advisors LLC
NEW33—+33——$11.1K—2026-10-27
Polaris Financial Partners
NEW32—+32——$11—2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED303000%$11.0K$10.1K-$8362026-10-16
Bay Harbor Wealth Management, LLC
UNCHANGED282800%$10.2K$9.5K-$7722026-11-03
Evolution Wealth Management Inc.
UNCHANGED242400%$8.8K$8.1K-$6692026-10-28
First Community Trust NA
UNCHANGED242400%$8.8K$8.1K-$6692026-10-07
MilWealth Group LLC
NEW23—+23——$7.8K—2026-11-02
Wells Financial Advisors Inc
UNCHANGED232300%$8.4K$7.8K-$6412026-11-02
Allspring Global Investments Holdings, LLC
NEW21—+21——$7.2K—2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED202000%$7.3K$6.8K-$5572026-10-16
Silver Grove Financial Group, Inc.
INCREASED1817+1+6%$6.2K$6.1K-$1362026-11-05
Lodestone Wealth Management LLC
UNCHANGED161600%$5.9K$5.4K-$4462026-10-14
Axiom Investment Management LLC
NEW14—+14——$4.7K—2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED141400%$4.2K$4.7K+$5002026-11-03
GoalVest Advisory LLC
UNCHANGED131300%$4.8K$4.4K-$3622026-10-02
Reicon Wealth Advisors, LLC
NEW12—+12——$4.1K—2026-11-04
United Financial Planning Group LLC
UNCHANGED121200%$4.4K$4.1K-$3342026-11-04
Hager Investment Management Services, LLC
UNCHANGED111100%$4.0K$3.7K-$3072026-11-04
DecisionPoint Financial, LLC
UNCHANGED101000%$3.6K$3.4K-$2202026-10-27
Livelsberger Financial Advisory
NEW9—+9——$3.0K—2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED9900%$3.3K$3.0K-$2512026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7443-436-98%$162.0K$2.4K-$159.6K2026-10-14
MTM Investment Management, LLC
UNCHANGED7700%$2.6K$2.4K-$1952026-10-30
Proathlete Wealth Management LLC
UNCHANGED6600%$2.2K$2.0K-$1662026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED5500%$1.8K$1.7K-$1402026-11-03
James T. Borello RIA
UNCHANGED5500%$1.8K$1.7K-$1402026-10-16
Cdkv Holdings LLC
UNCHANGED5500%$1.8K$1.7K-$1392026-10-28
Networth Advisors, LLC
UNCHANGED5500%$1.8K$1.7K-$1372026-11-03
Rosenberg Matthew Hamilton
UNCHANGED4400%$1.5K$1.4K-$1122026-10-05
Wealth Analytics Partners, LLC
NEW3—+3——$1.0K—2026-10-19
Central Pacific Bank - Trust Division
UNCHANGED3300%$1.1K$1.0K-$842026-10-06
Wolff Wiese Magana LLC
UNCHANGED3300%$1.1K$1.0K-$842026-10-15
Spurstone Advisory Services, LLC
UNCHANGED2200%$725$681-$442026-11-02
Fluent Financial, LLC
CLOSED012,345-12,345-100%$4.5M$0-$4.5M2026-10-13
CGN Advisors LLC
CLOSED04,808-4,808-100%$1.8M$0-$1.8M2026-10-21
Stenger Family Office, LLC
CLOSED02,308-2,308-100%$238.4K$0-$238.4K2026-10-22
Vestor Capital, LLC
CLOSED01,081-1,081-100%$82$0-$822026-11-04
Belvedere Trading LLC
CLOSED0951-951-100%$347.8K$0-$347.8K2026-11-05
Fell Capital Management
CLOSED0657-657-100%$240.3K$0-$240.3K2026-10-09
Gradient Investments LLC
CLOSED0650-650-100%$237.7K$0-$237.7K2026-10-08
JIM Saulnier & Associates, LLC
CLOSED0645-645-100%$235.7K$0-$235.7K2026-11-04
Five Pine Wealth Management
CLOSED0638-638-100%$233.4K$0-$233.4K2026-10-20
FDx Advisors, Inc.
CLOSED0636-636-100%$233.0K$0-$233.0K2026-11-05
Dupree Financial Group, LLC
CLOSED0627-627-100%$229.2K$0-$229.2K2026-10-09
Wealth Effects LLC
CLOSED0614-614-100%$224.6K$0-$224.6K2026-10-23
Nilsine Partners, LLC
CLOSED0610-610-100%$223.1K$0-$223.1K2026-11-02
Crumly & Associates Inc.
CLOSED0587-587-100%$214.7K$0-$214.7K2026-10-07
Legacy Capital Wealth Partners, LLC
CLOSED0585-585-100%$213.8K$0-$213.8K2026-10-21
Forvis Mazars Wealth Advisors, LLC
CLOSED0582-582-100%$212.8K$0-$212.8K2026-10-13
Retirement Solution LLC
CLOSED0575-575-100%$210.1K$0-$210.1K2026-10-27
Forum Financial Management, LP
CLOSED0563-563-100%$205.9K$0-$205.9K2026-10-16
Ipsen Advisor Group LLC
CLOSED0563-563-100%$206.0K$0-$206.0K2026-10-29
Riverbridge Partners LLC
CLOSED0560-560-100%$204.7K$0-$204.7K2026-11-05
Means Investment Co., Inc.
CLOSED0559-559-100%$204.4K$0-$204.4K2026-11-03
Symphony Financial, Ltd. Co.
CLOSED0557-557-100%$203.5K$0-$203.5K2026-10-22
Eagle Global Advisors LLC
CLOSED0555-555-100%$202.9K$0-$202.9K2026-11-02
Fortune Financial Group, Inc.
CLOSED0552-552-100%$201.9K$0-$201.9K2026-10-22
American State Bank (Iowa)
CLOSED0550-550-100%$201.1K$0-$201.1K2026-11-03
Tucker Asset Management LLC
CLOSED0411-411-100%$150.3K$0-$150.3K2026-10-29
Gill Capital Partners, LLC
CLOSED0171-171-100%$62.4K$0-$62.4K2026-10-13
NBT Bank, N.A.
CLOSED0139-139-100%$50.8K$0-$50.8K2026-10-21
Midway Capital Research & Management
CLOSED0138-138-100%$50.5K$0-$50.5K2026-10-20
LifeSteps Financial, Inc.
CLOSED0109-109-100%$39.9K$0-$39.9K2026-10-15
Commonwealth Retirement Investments LLC
CLOSED045-45-100%$16.5K$0-$16.5K2026-10-26
Brooklyn FI, LLC
CLOSED022-22-100%$7.6K$0-$7.6K2026-11-05
Kings Path Partners LLC
CLOSED09-9-100%$3.3K$0-$3.3K2026-10-21
Bank of America Corp
N/A—8,482,761-8,482,761-100%$3.1B———
Morgan Stanley
N/A—2,007,340-2,007,340-100%$734.1M———
EP Wealth Advisors, LLC
N/A—1,020,017-1,020,017-100%$373.0M———
SEI Investments Co
N/A—982,654-982,654-100%$359.4M———
LPL Financial LLC
N/A—915,761-915,761-100%$334.9M———
Wells Fargo & Company
N/A—825,425-825,425-100%$301.9M———
UBS Group AG
N/A—765,614-765,614-100%$280.0M———
PNC Financial Services Group, Inc.
N/A—679,026-679,026-100%$248.3M———
Jones Financial Companies Lllp
N/A—638,366-638,366-100%$228.3M———
Envestnet Asset Management Inc
N/A—612,769-612,769-100%$224.1M———
Moneta Group Investment Advisors LLC
N/A—538,400-538,400-100%$196.9M———
Ameriprise Financial Inc
N/A—505,429-505,429-100%$184.9M———
Raymond James Financial Inc
N/A—476,329-476,329-100%$174.2M———
Pathstone Holdings, LLC
N/A—456,269-456,269-100%$166.9M———
Cetera Investment Advisers
N/A—439,364-439,364-100%$160.7M———
RWA Wealth Partners, LLC
N/A—375,004-375,004-100%$137.1M———
MML Investors Services, LLC
N/A—373,109-373,109-100%$136.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—340,130-340,130-100%$124.4M———
Osaic Holdings, Inc.
N/A—330,779-330,779-100%$121.1M———
Northwestern Mutual Wealth Management Co
N/A—326,837-326,837-100%$119.5M———
Royal Bank of Canada
N/A—322,843-322,843-100%$118.1M———
Rockefeller Capital Management L.P.
N/A—319,268-319,268-100%$116.8M———
Sand Hill Global Advisors, LLC
N/A—296,997-296,997-100%$108.6M———
HighTower Advisors, LLC
N/A—268,681-268,681-100%$98.3M———
JPMorgan Chase & Co
N/A—228,047-228,047-100%$82.4M———
Focus Partners Wealth
N/A—218,136-218,136-100%$79.8M———
Wealthspire Advisors, LLC
N/A—205,004-205,004-100%$75.0M———
Mariner, LLC
N/A—204,648-204,648-100%$74.8M———
Savant Capital, LLC
N/A—200,771-200,771-100%$68.8M———
1832 Asset Management L.P.
N/A—196,613-196,613-100%$71.9M———
Beacon Pointe Advisors, LLC
N/A—170,183-170,183-100%$62.2M———
Stifel Financial Corp
N/A—148,109-148,109-100%$54.2M———
Stephens Inc
N/A—140,559-140,559-100%$51.4M———
Bragg Financial Advisors, Inc
N/A—139,930-139,930-100%$51.2M———
United Capital Financial Advisors, LLC
N/A—136,150-136,150-100%$49.8M———
Mosaic Family Wealth Partners, LLC
N/A—124,773-124,773-100%$45.6M———
Strategies Wealth Advisors, LLC
N/A—123,901-123,901-100%$45.3M———
American Financial Advisors, LLC
N/A—114,217-114,217-100%$41.8M———
FMR LLC
N/A—113,480-113,480-100%$41.5M———
NewEdge Advisors, LLC
N/A—100,187-100,187-100%$36.6M———
Arax Advisory Partners
N/A—93,475-93,475-100%$34.2M———
Cresset Asset Management, LLC
N/A—89,369-89,369-100%$32.7M———
BHK Investment Advisors, LLC
N/A—86,081-86,081-100%$31.5M———
Charles Schwab Investment Management Inc
N/A—85,159-85,159-100%$31.1M———
Natixis Advisors, LLC
N/A—84,721-84,721-100%$31.0M———
Goldman Sachs Group Inc
N/A—75,560-75,560-100%$27.6M———
Quent Capital, LLC
N/A—72,761-72,761-100%$26.6M———
Merit Financial Group, LLC
N/A—72,415-72,415-100%$26.5M———
Partners in Financial Planning
N/A—66,268-66,268-100%$24.2M———
Steward Partners Investment Advisory, LLC
N/A—65,040-65,040-100%$23.8M———
CIBC Bancorp USA Inc.
N/A—62,476-62,476-100%$22.8M———
Benjamin Edwards Inc
N/A—60,854-60,854-100%$22.3M———
Asset Management Group, Inc.
N/A—57,788-57,788-100%$21.1M———
Gallagher Fiduciary Advisors, LLC
N/A—57,740-57,740-100%$21.1M———
Pasadena Private Wealth, LLC
N/A—53,151-53,151-100%$19.4M———
Vawter Financial, Ltd.
N/A—51,083-51,083-100%$18.7M———
Peapack Gladstone Financial Corp
N/A—50,579-50,579-100%$18.5M———
Cerity Partners LLC
N/A—50,496-50,496-100%$18.5M———
Janney Montgomery Scott LLC
N/A—50,479-50,479-100%$18.5M———
Captrust Financial Advisors
N/A—49,248-49,248-100%$18.0M———
Glenmede Trust Co NA
N/A—47,936-47,936-100%$17.5M———
Peak Retirement Planning, Inc.
N/A—47,871-47,871-100%$17.5M———
Private Advisor Group, LLC
N/A—47,366-47,366-100%$17.3M———
Sanctuary Advisors, LLC
N/A—47,227-47,227-100%$17.3M———
Payne Capital Management, LLC
N/A—46,677-46,677-100%$17.1M———
Baird Financial Group, Inc.
N/A—45,395-45,395-100%$16.6M———
&partners
N/A—43,589-43,589-100%$15.9M———
First American Trust, FSB
N/A—41,174-41,174-100%$15.1M———
Penserra Capital Management LLC
N/A—40,172-40,172-100%$14.7M———
UMB Bank, n.a.
N/A—38,905-38,905-100%$14.2M———
Adventist Health System/ West
N/A—38,149-38,149-100%$14.0M———
Mercer Global Advisors Inc
N/A—38,090-38,090-100%$13.9M———
Strategic Investment Advisors / MI
N/A—37,986-37,986-100%$13.9M———
Blair William & Co
N/A—35,984-35,984-100%$13.2M———
Bank of Montreal
N/A—34,410-34,410-100%$12.6M———
Quantinno Capital Management LP
N/A—33,773-33,773-100%$12.4M———
Performance Wealth Partners, LLC
N/A—33,537-33,537-100%$12.3M———
Focus Partners Advisor Solutions, LLC
N/A—32,030-32,030-100%$11.7M———
Bartlett & Co. Wealth Management LLC
N/A—31,589-31,589-100%$11.6M———
Brown Advisory Inc
N/A—30,110-30,110-100%$11.0M———
Waverly Advisors, LLC
N/A—28,266-28,266-100%$10.3M———
Cary Street Partners Financial LLC
N/A—28,114-28,114-100%$10.3M———
Advisory Alpha, LLC
N/A—27,456-27,456-100%$10.0M———
Wellington Grp LLC
N/A—27,334-27,334-100%$10.0M———
Harbour Investments, Inc.
N/A—27,200-27,200-100%$9.9M———
Pinnacle Financial Partners, Inc.
N/A—26,359-26,359-100%$9.6M———
Northern Trust Corp
N/A—26,102-26,102-100%$9.5M———
Summit Financial, LLC
N/A—24,941-24,941-100%$9.1M———
Commerce Bank
N/A—24,929-24,929-100%$9.1M———
Vestmark Advisory Solutions, Inc.
N/A—24,502-24,502-100%$9.0M———
AQR Capital Management LLC
N/A—24,399-24,399-100%$8.9M———
Wealthspire Retirement, LLC
N/A—24,366-24,366-100%$8.9M———
Dopkins Wealth Management, LLC
N/A—23,986-23,986-100%$8.8M———
Checchi Capital Advisers, LLC
N/A—23,961-23,961-100%$8.8M———
Global Retirement Partners, LLC
N/A—23,921-23,921-100%$8.7M———
Strategic Wealth Advisors LLC
N/A—23,848-23,848-100%$7.2K———
Texas Yale Capital Corp.
N/A—23,601-23,601-100%$8.6M———
Financial Advisors Network, Inc.
N/A—22,694-22,694-100%$8.3M———
Alliancebernstein L.P.
N/A—22,449-22,449-100%$6.8M———
Swan Capital LLC
N/A—21,783-21,783-100%$8.0M———
Argent Trust Co
N/A—21,151-21,151-100%$7.7M———
Meramec Financial Planners, LLC
N/A—20,989-20,989-100%$7.2M———
Talon Private Wealth, LLC
N/A—20,720-20,720-100%$7.6M———
Wealthfront Advisers LLC
N/A—20,533-20,533-100%$7.5M———
Institute for Wealth Management, Llc.
N/A—19,478-19,478-100%$7.1M———
Fiduciary Financial Advisors
N/A—18,745-18,745-100%$6.8M———
Stratos Wealth Partners, Ltd.
N/A—18,741-18,741-100%$6.9M———
OneDigital Investment Advisors LLC
N/A—18,310-18,310-100%$6.7M———
Betterment LLC
N/A—17,682-17,682-100%$6.5M———
Advisory Services Network, LLC
N/A—17,670-17,670-100%$6.5M———
OneAscent Financial Services LLC
N/A—17,632-17,632-100%$6.4M———
GTS Securities LLC
N/A—17,006-17,006-100%$6.2M———
M&T Bank Corp
N/A—16,526-16,526-100%$6.0M———
MAI Capital Management
N/A—16,214-16,214-100%$5.9M———
Equitable Holdings, Inc.
N/A—16,183-16,183-100%$5.9M———
Prudential Financial Inc
N/A—16,131-16,131-100%$5.9M———
Tiaa Trust, National Association
N/A—16,109-16,109-100%$5.9M———
Great Valley Advisor Group, Inc.
N/A—15,418-15,418-100%$5.6M———
Holderness Investments Co
N/A—15,012-15,012-100%$5.5M———
Bradley Foster & Sargent Inc
N/A—14,847-14,847-100%$5.4M———
Smartleaf Asset Management LLC
N/A—14,693-14,693-100%$5.3M———
LifePlan Investment Advisors, Inc.
N/A—14,562-14,562-100%$5.3M———
Chilton Investment Co Inc.
N/A—14,005-14,005-100%$5.1M———
Ally Invest Advisors Inc.
N/A—13,747-13,747-100%$5.0M———
Financial Engines Advisors L.L.C.
N/A—13,616-13,616-100%$5.0M———
Members Trust Co
N/A—13,480-13,480-100%$4.9M———
Warner Financial, Inc
N/A—13,156-13,156-100%$4.8M———
TAGStone Capital, Inc.
N/A—12,110-12,110-100%$4.4M———
Coastal Bridge Advisors, LLC
N/A—12,042-12,042-100%$4.4M———
Bravera Wealth
N/A—12,001-12,001-100%$4.4M———
Stratos Wealth Advisors, LLC
N/A—11,738-11,738-100%$4.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—11,271-11,271-100%$4.1M———
Covington Investment Advisors Inc.
N/A—11,229-11,229-100%$4.1M———
CreativeOne Wealth, LLC
N/A—11,191-11,191-100%$4.1M———
Anchor Bay Capital, Inc.
N/A—11,078-11,078-100%$4.0M———
Paces Ferry Wealth Advisors, LLC
N/A—10,922-10,922-100%$4.0M———
Transamerica Financial Advisors, LLC
N/A—10,447-10,447-100%$3.8M———
Falcon Wealth Planning
N/A—10,437-10,437-100%$3.8M———
Western Wealth Management, LLC
N/A—9,992-9,992-100%$3.7M———
Flow Traders U.S. LLC
N/A—9,946-9,946-100%$3.6M———
Trustmark Bank Trust Department
N/A—9,234-9,234-100%$3.4M———
Disciplined Investments, LLC
N/A—9,116-9,116-100%$3.3M———
FAS Wealth Partners, Inc.
N/A—9,023-9,023-100%$3.3M———
Sequoia Financial Advisors, LLC
N/A—9,016-9,016-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—8,844-8,844-100%$3.2M———
Simmons Bank
N/A—8,793-8,793-100%$3.2M———
BlackRock, Inc.
N/A—8,793-8,793-100%$3.2M———
Huntington National Bank
N/A—8,719-8,719-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—8,592-8,592-100%$3.1M———
Gladstone Institutional Advisory LLC
N/A—8,469-8,469-100%$3.1M———
Tradition Wealth Management, LLC
N/A—8,351-8,351-100%$3.1M———
Bessemer Group Inc
N/A—8,287-8,287-100%$3.0M———
Geneos Wealth Management Inc.
N/A—8,167-8,167-100%$3.0M———
Integrated Wealthcare, LLC
N/A—8,093-8,093-100%$3.0M———
O'shaughnessy Asset Management, LLC
N/A—8,087-8,087-100%$3.0M———
Integrity Wealth Solutions LLC
N/A—8,042-8,042-100%$2.9M———
Leavell Investment Management, Inc.
N/A—8,033-8,033-100%$2.9M———
Cornerstone Advisory, LLC
N/A—7,865-7,865-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—7,656-7,656-100%$2.8M———
Vestwell Advisors, LLC
N/A—7,499-7,499-100%$2.7M———
River Wealth Advisors LLC
N/A—7,482-7,482-100%$2.7M———
Vanguard Advisers Inc
N/A—7,375-7,375-100%$2.7M———
Tobias Financial Advisors, Inc.
N/A—7,312-7,312-100%$2.7M———
Vickerman Investment Advisors, Inc.
N/A—6,916-6,916-100%$2.5M———
Werba Rubin Papier Wealth Management
N/A—6,885-6,885-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—6,821-6,821-100%$2.5M———
SOA Wealth Advisors, Llc.
N/A—6,818-6,818-100%$2.5M———
Renaissance Technologies LLC
N/A—6,760-6,760-100%$2.5M———
Kintra Wealth, LLC
N/A—6,738-6,738-100%$2.5M———
One Charles Private Wealth Services, LLC
N/A—6,731-6,731-100%$2.5M———
Apriem Advisors
N/A—6,689-6,689-100%$2.4M———
Connable Office Inc
N/A—6,569-6,569-100%$2.4M———
Whittier Trust Co
N/A—6,567-6,567-100%$2.4M———
BTC Capital Management, Inc.
N/A—6,514-6,514-100%$2.4M———
Transcend Capital Advisors, LLC
N/A—6,110-6,110-100%$2.2M———
Loomis Sayles & Co L P
N/A—6,061-6,061-100%$2.2M———
Novak & Powell Financial Services, Inc.
N/A—5,928-5,928-100%$1.9M———
AE Wealth Management LLC
N/A—5,790-5,790-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—5,677-5,677-100%$2.1M———
Allworth Financial LP
N/A—5,654-5,654-100%$2.1M———
Johnson Investment Counsel Inc
N/A—5,606-5,606-100%$2.1M———
Cahill Financial Advisors Inc
N/A—5,567-5,567-100%$2.0M———
Genesis Financial Group, LLC
N/A—5,520-5,520-100%$2.0M———
Jacobs Equity LLC
N/A—5,467-5,467-100%$2.0M———
Caprock Group, LLC
N/A—5,434-5,434-100%$2.0M———
Snowden Capital Advisors LLC
N/A—5,289-5,289-100%$1.9M———
Banque Transatlantique SA
N/A—5,143-5,143-100%$1.9M———
IHT Wealth Management, LLC
N/A—5,023-5,023-100%$1.8M———
Cascade Wealth Advisors, Inc
N/A—4,896-4,896-100%$1.8M———
Belpointe Asset Management LLC
N/A—4,881-4,881-100%$1.8M———
Fortis Capital Advisors, LLC
N/A—4,881-4,881-100%$1.8M———
First National Bank of Omaha
N/A—4,815-4,815-100%$1.7M———
Dravo BAY LLC
N/A—4,791-4,791-100%$1.8M———
Walter & Keenan Wealth Management LLC
N/A—4,628-4,628-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—4,625-4,625-100%$847.9K———
Level Four Advisory Services, LLC
N/A—4,618-4,618-100%$1.7M———
Gotham Asset Management, LLC
N/A—4,597-4,597-100%$1.7M———
NorthStar Asset Management LLC
N/A—4,554-4,554-100%$1.7M———
Atlantic Family Wealth, LLC
N/A—4,427-4,427-100%$1.6M———
Regal Investment Advisors LLC
N/A—4,338-4,338-100%$1.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—4,330-4,330-100%$1.6M———
World Investment Advisors
N/A—4,272-4,272-100%$1.3M———
Wealth Alliance, LLC
N/A—4,259-4,259-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—4,258-4,258-100%$1.6M———
Brand Asset Management Group, Inc.
N/A—4,217-4,217-100%$1.5M———
Nuveen, LLC
N/A—4,191-4,191-100%$1.5M———
McMillan Office, Inc.
N/A—4,174-4,174-100%$1.5M———
Truepoint, Inc.
N/A—4,057-4,057-100%$1.5M———
American Trust
N/A—4,054-4,054-100%$1.5M———
Sonoma Allocations LLC
N/A—4,022-4,022-100%$1.5M———
Kovack Advisors, Inc.
N/A—3,871-3,871-100%$1.4M———
United Bank
N/A—3,811-3,811-100%$1.4M———
Diversified Trust Co
N/A—3,784-3,784-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—3,754-3,754-100%$1.4M———
Geneva Capital Management LLC
N/A—3,697-3,697-100%$1.4M———
Battery Global Advisors, LLC
N/A—3,680-3,680-100%$1.3M———
Fiduciary Trust Co
N/A—3,674-3,674-100%$1.3M———
Round Rock Advisors LLC
N/A—3,621-3,621-100%$1.3M———
Legacy Edge Advisors, LLC
N/A—3,612-3,612-100%$1.3M———
Mutual Advisors, LLC
N/A—3,604-3,604-100%$1.3M———
Evergreen Wealth Management, LLC
N/A—3,597-3,597-100%$1.3M———
Bank of Hawaii
N/A—3,580-3,580-100%$1.3M———
Ballentine Partners, LLC
N/A—3,571-3,571-100%$1.3M———
Quotient Wealth Partners, LLC
N/A—3,566-3,566-100%$1.3M———
Nicolet Bankshares Inc
N/A—3,488-3,488-100%$1.3M———
Centaurus Financial, Inc.
N/A—3,483-3,483-100%$1.3M———
Strategic Financial Partners, Ltd.
N/A—3,438-3,438-100%$1.3M———
IMA Advisory Services, Inc.
N/A—3,316-3,316-100%$1.2M———
NewEdge Wealth, LLC
N/A—3,240-3,240-100%$1.2M———
Accretive Wealth Partners, LLC
N/A—3,224-3,224-100%$1.2M———
Three Bearings Fiduciary Advisors, Inc.
N/A—3,223-3,223-100%$1.2M———
Strive Financial Group,LLC
N/A—3,218-3,218-100%$1.2M———
Tandem Financial, LLC
N/A—3,185-3,185-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—3,118-3,118-100%$1.1M———
Principal Securities, Inc.
N/A—3,087-3,087-100%$1.1M———
Stonebridge Financial Planning Group, LLC
N/A—3,062-3,062-100%$1.1M———
Glassman Wealth Services
N/A—3,015-3,015-100%$1.1M———
Duncan Williams Asset Management, LLC
N/A—2,982-2,982-100%$1.1M———
Ponta Wealth Partners, LLC
N/A—2,968-2,968-100%$1.1M———
Waterloo Capital, L.P.
N/A—2,872-2,872-100%$1.1M———
Financial Alternatives, Inc
N/A—2,843-2,843-100%$1.0M———
Bernicke Wealth Management, Ltd.
N/A—2,833-2,833-100%$1.0M———
Savvy Advisors, Inc.
N/A—2,820-2,820-100%$1.0M———
North Star Asset Management Inc
N/A—2,755-2,755-100%$1.0M———
Carl P. Sherr & Co., LLC
N/A—2,740-2,740-100%$1.0M———
Fiducient Advisors LLC
N/A—2,704-2,704-100%$988.7K———
BSW Wealth Partners
N/A—2,692-2,692-100%$984.3K———
Nalls Sherbakoff Group, LLC
N/A—2,691-2,691-100%$984.1K———
Atlas Legacy Advisors, LLC
N/A—2,662-2,662-100%$973.5K———
Freestone Capital Holdings, LLC
N/A—2,658-2,658-100%$972.2K———
Cozad Asset Management Inc
N/A—2,569-2,569-100%$939.5K———
Perennial Investment Advisors, LLC
N/A—2,526-2,526-100%$923.5K———
Keystone Financial Services, LLC
N/A—2,517-2,517-100%$920.4K———
GWN Securities Inc.
N/A—2,449-2,449-100%$895.7K———
Goodwin Investment Advisory
N/A—2,423-2,423-100%$886.1K———
Anchor Investment Management, LLC
N/A—2,373-2,373-100%$867.9K———
Arkadios Wealth Advisors
N/A—2,357-2,357-100%$862.1K———
Houlihan Financial Resource Group, Ltd.
N/A—2,257-2,257-100%$825.2K———
Smithfield Trust Co
N/A—2,229-2,229-100%$816.0K———
Franklin Resources Inc
N/A—2,224-2,224-100%$813.3K———
McNamara Financial Services, Inc.
N/A—2,179-2,179-100%$796.9K———
O'rourke & Company, Inc
N/A—2,157-2,157-100%$788.9K———
CCG Wealth Management, LLC
N/A—2,153-2,153-100%$787.4K———
QRG Capital Management, Inc.
N/A—2,123-2,123-100%$776.5K———
Maridea Wealth Management LLC
N/A—2,122-2,122-100%$776.2K———
FSA Advisors, Inc.
N/A—2,119-2,119-100%$774.7K———
John A. Wolfe & Associates, Inc.
N/A—2,117-2,117-100%$774.3K———
Pine Valley Investments Ltd Liability Co
N/A—2,113-2,113-100%$772.7K———
IFG Advisory, LLC
N/A—2,076-2,076-100%$759.1K———
Main Street Financial Solutions, LLC
N/A—2,063-2,063-100%$754.5K———
First Trust Advisors LP
N/A—2,058-2,058-100%$752.8K———
Silvercrest Asset Management Group LLC
N/A—2,027-2,027-100%$741.3K———
Silver Oak Advisory Group, Inc.
N/A—1,959-1,959-100%$716.0K———
Pacific SUN Financial Corp
N/A—1,954-1,954-100%$714.6K———
Coldstream Capital Management Inc
N/A—1,943-1,943-100%$710.6K———
Steelhead Wealth Management LLC
N/A—1,943-1,943-100%$710.0K———
Goepper Burkhardt LLC
N/A—1,927-1,927-100%$704.7K———
UBS Asset Management Americas LLC
N/A—1,927-1,927-100%$704.7K———
Windward Private Wealth Management Inc.
N/A—1,913-1,913-100%$699.6K———
Northwest Bancshares, Inc.
N/A—1,909-1,909-100%$698.1K———
Resolute Advisors LLC
N/A—1,901-1,901-100%$695.2K———
First Manhattan Co. Llc.
N/A—1,886-1,886-100%$689.7K———
Rockbridge Investment Management, LCC
N/A—1,858-1,858-100%$679.5K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,821-1,821-100%$666.1K———
Everstar Asset Management, LLC
N/A—1,803-1,803-100%$659.4K———
Pennington Partners & Co., LLC
N/A—1,790-1,790-100%$654.5K———
Orleans Capital Management Corp
N/A—1,788-1,788-100%$653.9K———
Fidelis Capital Partners, LLC
N/A—1,777-1,777-100%$650.0K———
SlateStone Wealth, LLC
N/A—1,774-1,774-100%$649.0K———
NorthRock Partners, LLC
N/A—1,771-1,771-100%$647.7K———
Nwam LLC
N/A—1,750-1,750-100%$640.0K———
Axis Wealth Partners, LLC
N/A—1,731-1,731-100%$632.9K———
Colter Lewis Investment Partners LLC
N/A—1,722-1,722-100%$629.7K———
Petix & Botte Co
N/A—1,710-1,710-100%$625.3K———
Unconventional Investor, LLC
N/A—1,697-1,697-100%$620.7K———
Thoroughbred Financial Services, LLC
N/A—1,688-1,688-100%$617.0K———
IEQ Capital, LLC
N/A—1,687-1,687-100%$616.8K———
Empower Advisory Group, LLC
N/A—1,631-1,631-100%$596.4K———
Fuller & Thaler Asset Management, Inc.
N/A—1,624-1,624-100%$594.0K———
Zions Bancorporation, National Association
N/A—1,618-1,618-100%$591.7K———
Clearstead Advisors, LLC
N/A—1,594-1,594-100%$583.0K———
Hexagon Capital Partners LLC
N/A—1,583-1,583-100%$579.0K———
Point72 Asset Management, L.P.
N/A—1,577-1,577-100%$576.7K———
Valmark Advisers, Inc.
N/A—1,574-1,574-100%$575.6K———
Invst, LLC
N/A—1,570-1,570-100%$574.2K———
MWA Asset Management
N/A—1,557-1,557-100%$569.6K———
Choate Investment Advisors
N/A—1,557-1,557-100%$569.4K———
Christine Messmer PC
N/A—1,549-1,549-100%$566.4K———
Chevy Chase Trust Holdings, LLC
N/A—1,547-1,547-100%$565.7K———
Strategic Investment Solutions, Inc.
N/A—1,543-1,543-100%$564.3K———
Financial Freedom, LLC
N/A—1,512-1,512-100%$552.8K———
Aspen Grove Capital, LLC
N/A—1,495-1,495-100%$546.8K———
Thayer Partners, LLC / MA
N/A—1,488-1,488-100%$544.3K———
LaSalle St. Investment Advisors, LLC
N/A—1,478-1,478-100%$540.3K———
ProVise Management Group, LLC
N/A—1,469-1,469-100%$537.2K———
Bravias Capital Group, LLC
N/A—1,452-1,452-100%$531.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,450-1,450-100%$530.3K———
Spinnaker Trust
N/A—1,445-1,445-100%$528.4K———
Headland Capital, LLC
N/A—1,429-1,429-100%$522.6K———
Wealthspan Partners, LLC
N/A—1,427-1,427-100%$521.9K———
Clearwater Capital Advisors, LLC
N/A—1,427-1,427-100%$521.9K———
Alteri Wealth LLC
N/A—1,422-1,422-100%$520.0K———
Strategic Financial Services, Inc.
N/A—1,408-1,408-100%$514.9K———
Clark Capital Management Group, Inc.
N/A—1,406-1,406-100%$514.2K———
Keebeck Wealth Management
N/A—1,386-1,386-100%$506.9K———
EWA, LLC
N/A—1,383-1,383-100%$505.9K———
VSM Wealth Advisory, LLC
N/A—1,366-1,366-100%$499.7K———
Cardiff Park Advisors, LLC
N/A—1,364-1,364-100%$499.0K———
LGL Partners, LLC
N/A—1,356-1,356-100%$496.0K———
Kavar Capital Partners Group, LLC
N/A—1,351-1,351-100%$494.1K———
Aimz Investment Advisors, LLC
N/A—1,345-1,345-100%$491.9K———
Planning Directions Inc
N/A—1,341-1,341-100%$490.5K———
Fourth Dimension Wealth, LLC
N/A—1,336-1,336-100%$488.6K———
Garden State Investment Advisory Services LLC
N/A—1,335-1,335-100%$488.2K———
Passive Capital Management, Llc.
N/A—1,330-1,330-100%$401.8K———
PFG Investments, LLC
N/A—1,302-1,302-100%$476.2K———
Estate Counselors, LLC
N/A—1,280-1,280-100%$468.1K———
Earned Wealth Advisors, LLC
N/A—1,263-1,263-100%$461.8K———
Florida Financial Advisors, LLC
N/A—1,263-1,263-100%$462.0K———
HSBC Holdings PLC
N/A—1,247-1,247-100%$456.0K———
Athena Investment Management
N/A—1,244-1,244-100%$454.9K———
HighPoint Advisor Group LLC
N/A—1,231-1,231-100%$450.2K———
Sound View Wealth Advisors Group, LLC
N/A—1,193-1,193-100%$436.3K———
Essex Financial Services, Inc.
N/A—1,192-1,192-100%$436.0K———
Continuum Advisory, LLC
N/A—1,186-1,186-100%$433.9K———
Xcelsior Advisor Partners LLC
N/A—1,185-1,185-100%$433.4K———
Snowwater Investment Partners, LLC
N/A—1,170-1,170-100%$427.9K———
Synergy Investment Management, LLC
N/A—1,164-1,164-100%$408.3K———
Brown Brothers Harriman & Co
N/A—1,147-1,147-100%$419.5K———
Smith, Moore & Co.
N/A—1,139-1,139-100%$416.7K———
Pure Financial Advisors, LLC
N/A—1,129-1,129-100%$412.9K———
Farmers National Bank
N/A—1,106-1,106-100%$404.5K———
BFC Planning, Inc.
N/A—1,101-1,101-100%$402.8K———
Invictus Private Wealth, LLC
N/A—1,099-1,099-100%$401.9K———
Fisher Asset Management, LLC
N/A—1,097-1,097-100%$401.5K———
Graney & King, LLC
N/A—1,091-1,091-100%$399.0K———
Deutsche Bank Ag\
N/A—1,083-1,083-100%$396.1K———
Headinvest, LLC
N/A—1,046-1,046-100%$382.5K———
M3 Advisory Group, LLC
N/A—1,029-1,029-100%$376.3K———
Roble, Belko & Company, Inc
N/A—1,017-1,017-100%$372.0K———
Gilbert & Cook, Inc.
N/A—999-999-100%$365.2K———
Prospect Financial Services LLC
N/A—996-996-100%$364.2K———
Copia Wealth Management
N/A—987-987-100%$360.9K———
Vanguard National Trust Co
N/A—987-987-100%$360.9K———
Bluespring Wealth Management, LLC
N/A—970-970-100%$354.6K———
Strategic Wealth Partners, Ltd.
N/A—935-935-100%$342.0K———
Wrapmanager Inc
N/A—928-928-100%$339.4K———
Bogart Wealth, LLC
N/A—913-913-100%$334.0K———
Wealthedge Investment Advisors, LLC
N/A—912-912-100%$333.8K———
BNP Paribas Financial Markets
N/A—905-905-100%$331.0K———
Compass Capital Corp
N/A—905-905-100%$328.8K———
WealthTrak Capital Management LLC
N/A—887-887-100%$324.2K———
Tiaa Wealth Investment Management LLC
N/A—862-862-100%$311.4K———
Kropog Financial Group, LLC
N/A—854-854-100%$312.2K———
Envestnet Portfolio Solutions, Inc.
N/A—853-853-100%$312.1K———
Destination Wealth Management
N/A—841-841-100%$307.6K———
Orion Porfolio Solutions, LLC
N/A—840-840-100%$307.3K———
Wealthquest Corp
N/A—834-834-100%$305.1K———
Argent Advisors, Inc.
N/A—830-830-100%$303.5K———
Per Stirling Capital Management, Llc.
N/A—823-823-100%$301.0K———
One Capital Management, LLC
N/A—817-817-100%$246.9K———
HM Payson & Co
N/A—813-813-100%$297.3K———
American Money Management, LLC
N/A—811-811-100%$296.6K———
Horizon Investment Services, LLC
N/A—808-808-100%$295.5K———
Neuberger Berman Group LLC
N/A—802-802-100%$293.3K———
Capital Analysts, LLC
N/A—801-801-100%$294.0K———
Modern Wealth Management, LLC
N/A—785-785-100%$287.1K———
Rollins Financial Advisors, LLC
N/A—773-773-100%$282.8K———
JMG Financial Group, Ltd.
N/A—758-758-100%$277.2K———
N.E.W. Advisory Services LLC
N/A—750-750-100%$274.3K———
F/m Investments LLC
N/A—740-740-100%$270.6K———
Precision Wealth Strategies, LLC
N/A—737-737-100%$269.5K———
Madison Wealth Partners, Inc
N/A—736-736-100%$269.2K———
Vident Advisory, LLC
N/A—729-729-100%$266.8K———
Alexander Labrunerie & Co., Inc.
N/A—727-727-100%$265.9K———
Steigerwald, Gordon & Koch Inc.
N/A—727-727-100%$265.8K———
Forefront Wealth Partners, LLC
N/A—718-718-100%$262.7K———
CIBC World Market Inc.
N/A—713-713-100%$260.7K———
Keyvantage Wealth, LLC
N/A—706-706-100%$258.1K———
Ellenbecker Investment Group
N/A—705-705-100%$258.2K———
Russell Investments Group, Ltd.
N/A—696-696-100%$254.4K———
TPG Financial Advisors, LLC
N/A—694-694-100%$253.7K———
Investment Advisory Group, LLC
N/A—694-694-100%$253.7K———
Heritage Trust Co
N/A—691-691-100%$252.7K———
Callan Family Office, LLC
N/A—687-687-100%$251.1K———
Ameriflex Group, Inc.
N/A—683-683-100%$249.7K———
1776 Wealth LLC
N/A—672-672-100%$245.8K———
Burling Wealth Partners, LLC
N/A—670-670-100%$245.0K———
Keel Point, LLC
N/A—665-665-100%$243.1K———
Keating Financial Advisory Services, Inc.
N/A—657-657-100%$240.3K———
Carr Financial Group Corp
N/A—656-656-100%$240.0K———
Sage Financial Management Group, Inc.
N/A—656-656-100%$239.9K———
Hancock Whitney Corp
N/A—655-655-100%$239.5K———
Flputnam Investment Management Co
N/A—654-654-100%$239.1K———
PW Advisors, LLC \ FL
N/A—651-651-100%$238.2K———
Channel Wealth LLC
N/A—639-639-100%$233.7K———
Planning Center, Inc.
N/A—632-632-100%$231.1K———
Magnolia Private Wealth, LLC
N/A—626-626-100%$228.9K———
Mosaic Financial Group, LLC
N/A—625-625-100%$228.0K———
Sfmg, LLC
N/A—614-614-100%$224.5K———
Vantage Point Financial LLC
N/A—613-613-100%$224.1K———
Meeder Advisory Services, Inc.
N/A—611-611-100%$223.4K———
Triton Financial Group Inc
N/A—611-611-100%$223.4K———
Pack Private Wealth, LLC
N/A—600-600-100%$219.4K———
Alaska Wealth Advisors, LLC
N/A—586-586-100%$214.3K———
Timbuktu Capital Management, LLC
N/A—580-580-100%$212.1K———
West Michigan Advisors, LLC
N/A—578-578-100%$211.5K———
Dearborn Partners LLC
N/A—571-571-100%$208.8K———
Staley Capital Advisers Inc
N/A—570-570-100%$208.5K———
Ark Wealth Advisors LLC
N/A—567-567-100%$207.4K———
SageView Advisory Group, LLC
N/A—566-566-100%$207.0K———
Advisors Capital Management, LLC
N/A—565-565-100%$206.7K———
Legacy Capital Wealth Management, LLC
N/A—557-557-100%$203.8K———
Kiley Juergens Wealth Management, LLC
N/A—555-555-100%$202.9K———
SCS Capital Management LLC
N/A—549-549-100%$200.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—545-545-100%$199.4K———
Federation des caisses Desjardins du Quebec
N/A—542-542-100%$198.2K———
Rothschild Investment LLC
N/A—525-525-100%$192.1K———
Colonial Trust Co / SC
N/A—515-515-100%$186.1K———
Napier Financial, LLC
N/A—492-492-100%$179.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—485-485-100%$177.3K———
Crews Bank & Trust
N/A—458-458-100%$167.5K———
Lazard Asset Management LLC
N/A—448-448-100%$163.8K———
Cornerstone Financial Management LLC
N/A—435-435-100%$159.1K———
Miller Capital Partners, Inc.
N/A—432-432-100%$158.0K———
Atlantic Union Bankshares Corp
N/A—406-406-100%$148.5K———
PlanVest Financial, Inc
N/A—399-399-100%$145.9K———
Millstone Evans Group, LLC
N/A—385-385-100%$140.8K———
Orion Capital Management LLC
N/A—379-379-100%$138.6K———
Leo H. Evart, Inc.
N/A—358-358-100%$130.9K———
Ancora Advisors LLCA
N/A—342-342-100%$125.1K———
Alerus Financial NA
N/A—311-311-100%$113.7K———
Truvestments Capital LLC
N/A—300-300-100%$109.7K———
Proffitt & Goodson Inc
N/A—298-298-100%$109.0K———
Logan Capital Management Inc
N/A—279-279-100%$102.0K———
Addison Advisors LLC
N/A—255-255-100%$93.3K———
Horizon Bancorp Inc
N/A—254-254-100%$93.0K———
IAG Wealth Partners, LLC
N/A—247-247-100%$90.3K———
Highland Investment Advisors LLC
N/A—238-238-100%$87.1K———
Whittier Trust Co of Nevada Inc
N/A—232-232-100%$82.2K———
National Bank of Canada
N/A—230-230-100%$84.1K———
Dunhill Financial, LLC
N/A—224-224-100%$82.3K———
WealthShield Partners, LLC
N/A—207-207-100%$75.7K———
Bellevue Asset Management, LLC
N/A—205-205-100%$75.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—196-196-100%$71.7K———
Caldwell Sutter Capital, Inc.
N/A—183-183-100%$66.9K———
SouthState Bank Corp
N/A—182-182-100%$66.6K———
Minot DeBlois Advisors LLC
N/A—174-174-100%$63.6K———
Hantz Financial Services, Inc.
N/A—168-168-100%$61.0K———
Oakmont Advisory Group, LLC
N/A—163-163-100%$59.5K———
Cbiz Investment Advisory Services, LLC
N/A—156-156-100%$47.2K———
Operose Advisors LLC
N/A—151-151-100%$55.2K———
Atomic Invest LLC
N/A—148-148-100%$53.4K———
Matrix Private Capital Group LLC
N/A—142-142-100%$52.1K———
Webster Bank, N. A.
N/A—130-130-100%$47.5K———
BOK Financial Private Wealth, Inc.
N/A—127-127-100%$46.4K———
Caitlin John, LLC
N/A—126-126-100%$46.1K———
Medallion Wealth Advisors, LLC
N/A—121-121-100%$44.2K———
Westend Capital Management, LLC
N/A—112-112-100%$41.0K———
Bollard Group LLC
N/A—112-112-100%$41.0K———
Park Place Capital Corp
N/A—111-111-100%$40.7K———
JDM Financial Group LLC
N/A—108-108-100%$39.5K———
Financial Gravity Companies, Inc.
N/A—106-106-100%$38.8K———
Basecamp Wealth Advisors LLC
N/A—102-102-100%$37.2K———
Johnson Financial Group, Inc.
N/A—89-89-100%$32.5K———
Godfrey Financial Associates, Inc.
N/A—80-80-100%$29.3K———
Providence Capital Advisors, LLC
N/A—72-72-100%$26.3K———
PIN OAK Investment Advisors Inc
N/A—64-64-100%$23———
Heritage Wealth Advisors
N/A—60-60-100%$21.9K———
Manning & Napier Advisors LLC
N/A—60-60-100%$21.9K———
Greykasell Wealth Strategies, Inc.
N/A—58-58-100%$21.4K———
Delos Wealth Advisors, LLC
N/A—54-54-100%$19.7K———
Frazier Financial Advisors, LLC
N/A—50-50-100%$18.3K———
South Plains Financial, Inc.
N/A—49-49-100%$17.9K———
Lowe Brockenbrough & Co Inc
N/A—47-47-100%$17.2K———
JPL Wealth Management, LLC
N/A—43-43-100%$15.7K———
Beaird Harris Wealth Management, LLC
N/A—41-41-100%$15.0K———
Measured Wealth Private Client Group, LLC
N/A—40-40-100%$14.6K———
SHP Wealth Management
N/A—40-40-100%$14.6K———
Aberdeen Wealth Management LLC
N/A—40-40-100%$14.6K———
HHM Wealth Advisors, LLC
N/A—40-40-100%$14.6K———
Glen Eagle Advisors, LLC
N/A—35-35-100%$12.8K———
Financial Life Planners
N/A—32-32-100%$11.8K———
Founders Financial Alliance, LLC
N/A—30-30-100%$11.0K———
Game Plan Financial Advisors, LLC
N/A—25-25-100%$9.1K———
Aventura Private Wealth, LLC
N/A—25-25-100%$9.1K———
ST Germain D J Co Inc
N/A—24-24-100%$8.8K———
Harborfront Financial Group LLC
N/A—23-23-100%$8.3K———
Darwin Wealth Management, LLC
N/A—22-22-100%$8.2K———
Vision Retirement, LLC
N/A—19-19-100%$6.9K———
Ross\johnson & Associates LLC
N/A—19-19-100%$7.0K———
Winch Advisory Services, LLC
N/A—18-18-100%$6.6K———
Fortis Group Advisors, LLC
N/A—13-13-100%$4.8K———
Horizon Investments, LLC
N/A—11-11-100%$4.0K———
CVA Family Office, LLC
N/A—10-10-100%$3.7K———
MidFirst Bank
N/A—8-8-100%$2.9K———
one8zero8, LLC
N/A—8-8-100%$2.9K———
Integrity Financial Corp
N/A—4-4-100%$1.5K———
Coston, McIsaac & Partners
N/A—4-4-100%$1———
Walsh & Associates, LLC
N/A—2-2-100%$731———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$731———
Showing 1337 of 1337 institutions