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Vanguard Small-Cap Value ETF (VBR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares4,458,082 from 4,872,925
Change-414,843 (-9%)
Value$1.0B (-$154.1M)
Filed 2026-10-21
Aspiriant, LLC
DECREASED
Shares1,741,209 from 1,745,538
Change-4,329 (0%)
Value$402.3M (-$21.9M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares1,584,044 from 1,544,049
Change+39,995 (+3%)
Value$366.0M (-$9.2M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares868,075 from 794,000
Change+74,075 (+9%)
Value$200.6M (+$12.7M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares844,682 from 844,489
Change+193 (+0%)
Value$195.1M (-$10.1M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares833,544 from 658,265
Change+175,279 (+27%)
Value$202.5M (+$42.6M)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares817,249 from 815,364
Change+1,885 (+0%)
Value$188.8M (-$9.3M)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares624,611 from 626,525
Change-1,914 (0%)
Value$144.3M (-$7.9M)
Filed 2026-10-14
Park Avenue Securities LLC
INCREASED
Shares551,837 from 538,661
Change+13,176 (+2%)
Value$127.5K (-$130.8M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares548,123 from 550,938
Change-2,815 (-1%)
Value$126.6M (-$7.2M)
Filed 2026-11-02
Stephens Group Asset Management, LLC
INCREASED
Shares466,502 from 463,142
Change+3,360 (+1%)
Value$107.8M (-$4.8M)
Filed 2026-10-09
Retirement Investment Advisors, Inc.
DECREASED
Shares397,635 from 398,418
Change-783 (0%)
Value$91.9M (-$4.5M)
Filed 2026-10-22
Retirement Systems of Alabama
UNCHANGED
Shares382,480 from 382,480
Change0 (0%)
Value$88.4M (-$4.6M)
Filed 2026-11-04
Bank of Montreal
DECREASED
Shares377,139 from 382,947
Change-5,808 (-2%)
Value$87.1M (-$5.9M)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares375,746 from 317,453
Change+58,293 (+18%)
Value$87.9M (+$11.1M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares367,953 from 341,900
Change+26,053 (+8%)
Value$85.0M (+$1.9M)
Filed 2026-11-02
Mokosak Advisory Group, LLC
INCREASED
Shares331,584 from 327,918
Change+3,666 (+1%)
Value$76.6M (-$3.1M)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares325,729 from 331,750
Change-6,021 (-2%)
Value$75.3M (-$5.4M)
Filed 2026-10-28
Rodgers & Associates, LTD
DECREASED
Shares319,392 from 322,177
Change-2,785 (-1%)
Value$73.8M (-$4.5M)
Filed 2026-10-20
Everhart Financial Group, Inc.
INCREASED
Shares275,370 from 255,385
Change+19,985 (+8%)
Value$63.6M (+$1.6M)
Filed 2026-10-08
Financial Advisory Corp
INCREASED
Shares261,186 from 258,499
Change+2,687 (+1%)
Value$60.3M (-$2.5M)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares259,453 from 257,473
Change+1,980 (+1%)
Value$59.9M (-$2.6M)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
DECREASED
Shares241,314 from 247,996
Change-6,682 (-3%)
Value$55.8M (-$4.5M)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED
Shares237,202 from 235,903
Change+1,299 (+1%)
Value$54.8K (-$57.3M)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares224,104 from 221,445
Change+2,659 (+1%)
Value$51.8M (-$2.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares203,298 from 192,874
Change+10,424 (+5%)
Value$47.0M (+$101.6K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares201,177 from 218,163
Change-16,986 (-8%)
Value$46.5M (-$6.5M)
Filed 2026-11-05
Opal Wealth Advisors, LLC
DECREASED
Shares195,191 from 199,493
Change-4,302 (-2%)
Value$45.1M (-$3.4M)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares192,758 from 187,984
Change+4,774 (+3%)
Value$44.5M (-$1.2M)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares178,865 from 184,812
Change-5,947 (-3%)
Value$41.3M (-$3.6M)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares174,515 from 170,343
Change+4,172 (+2%)
Value$40.3M (-$1.1M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares168,967 from 176,809
Change-7,842 (-4%)
Value$39.0K (-$42.9M)
Filed 2026-11-02
Waller Financial Planning Group, Inc
INCREASED
Shares154,175 from 146,704
Change+7,471 (+5%)
Value$35.6M (-$28.5K)
Filed 2026-10-07
Marotta Asset Management
INCREASED
Shares148,437 from 147,806
Change+631 (+0%)
Value$34.3M (-$1.6M)
Filed 2026-10-02
Aaron Wealth Advisors LLC
INCREASED
Shares146,065 from 142,094
Change+3,971 (+3%)
Value$33.7M (-$782.0K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED
Shares142,563 from 130,298
Change+12,265 (+9%)
Value$32.9M (+$1.3M)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares132,554 from 144,689
Change-12,135 (-8%)
Value$30.6M (-$4.6M)
Filed 2026-11-02
Performa Ltd (US), LLC
INCREASED
Shares130,970 from 111,091
Change+19,879 (+18%)
Value$30.3M (+$3.3M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares129,584 from 131,099
Change-1,515 (-1%)
Value$29.9M (-$1.9M)
Filed 2026-10-27
25 LLC
DECREASED
Shares128,867 from 131,378
Change-2,511 (-2%)
Value$29.8M (-$2.2M)
Filed 2026-10-13
Wealth Architects, LLC
DECREASED
Shares127,832 from 129,165
Change-1,333 (-1%)
Value$29.5M (-$1.9M)
Filed 2026-11-03
Verus Financial Partners, Inc.
DECREASED
Shares127,554 from 132,360
Change-4,806 (-4%)
Value$29.5M (-$2.7M)
Filed 2026-10-29
Brickley Wealth Management
INCREASED
Shares126,427 from 126,040
Change+387 (+0%)
Value$29.2M (-$1.4M)
Filed 2026-11-04
Grove Street Fiduciary, LLC
DECREASED
Shares121,329 from 134,962
Change-13,633 (-10%)
Value$28.0M (-$4.8M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares121,131 from 114,125
Change+7,006 (+6%)
Value$28.1K (-$27.7M)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares120,610 from 127,220
Change-6,610 (-5%)
Value$27.9M (-$3.0M)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares118,845 from 116,187
Change+2,658 (+2%)
Value$27.5M (-$775.4K)
Filed 2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares115,980 from 114,681
Change+1,299 (+1%)
Value$26.8M (-$1.1M)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED
Shares114,135 from 116,033
Change-1,898 (-2%)
Value$26.4M (-$1.8M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares109,724 from 108,531
Change+1,193 (+1%)
Value$25.3M (-$1.0M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares108,337 from 105,469
Change+2,868 (+3%)
Value$25.0M (-$598.7K)
Filed 2026-10-15
Hillman Co
UNCHANGED
Shares104,335 from 104,335
Change0 (0%)
Value$24.1M (-$1.2M)
Filed 2026-10-28
E&R Wealth Management, LLC
INCREASED
Shares99,619 from 99,405
Change+214 (+0%)
Value$23.0M (-$1.1M)
Filed 2026-10-20
Partners in Financial Planning
DECREASED
Shares98,372 from 99,603
Change-1,231 (-1%)
Value$22.7M (-$1.5M)
Filed 2026-11-06
Capital Wealth Management, LLC
INCREASED
Shares98,237 from 84,066
Change+14,171 (+17%)
Value$22.7M (+$2.3M)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares98,033 from 97,954
Change+79 (+0%)
Value$22.6M (-$1.2M)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares94,311 from 95,456
Change-1,145 (-1%)
Value$21.8K (-$23.2M)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares90,686 from 90,711
Change-25 (0%)
Value$21.0M (-$1.1M)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares89,901 from 91,469
Change-1,568 (-2%)
Value$20.8M (-$1.5M)
Filed 2026-10-19
Brooklyn FI, LLC
DECREASED
Shares87,941 from 88,025
Change-84 (0%)
Value$21.9M (+$463.6K)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
NEW
Shares87,349
Change+87,349
Value$20.2M
Filed 2026-10-28
Black Diamond Financial, LLC
INCREASED
Shares81,264 from 78,049
Change+3,215 (+4%)
Value$18.8M (-$190.5K)
Filed 2026-10-26
Presilium Private Wealth, LLC
INCREASED
Shares81,081 from 80,770
Change+311 (+0%)
Value$18.7M (-$894.2K)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares80,586 from 77,936
Change+2,650 (+3%)
Value$18.6M (-$320.1K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED
Shares80,304 from 81,368
Change-1,064 (-1%)
Value$18.6M (-$1.2M)
Filed 2026-10-09
Robinswood Financial LLC
DECREASED
Shares79,777 from 82,608
Change-2,831 (-3%)
Value$18.8M (-$1.3M)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares79,617 from 79,220
Change+397 (+1%)
Value$18.4M (-$856.1K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares76,596 from 77,528
Change-932 (-1%)
Value$17.7M (-$1.1M)
Filed 2026-10-28
LMG Wealth Partners, LLC
INCREASED
Shares76,340 from 76,108
Change+232 (+0%)
Value$17.6M (-$856.7K)
Filed 2026-11-05
Arvest Investments, Inc.
INCREASED
Shares74,812 from 73,201
Change+1,611 (+2%)
Value$17.3M (-$503.1K)
Filed 2026-10-21
Family CFO Inc
DECREASED
Shares71,650 from 73,425
Change-1,775 (-2%)
Value$16.6M (-$1.3M)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares68,839 from 65,695
Change+3,144 (+5%)
Value$15.9M (-$59.2K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares68,258 from 54,237
Change+14,021 (+26%)
Value$15.8M (+$2.6M)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares67,898 from 67,802
Change+96 (+0%)
Value$15.7M (-$788.8K)
Filed 2026-10-28
Traveka Wealth, LLC
DECREASED
Shares66,943 from 68,288
Change-1,345 (-2%)
Value$15.5M (-$1.1M)
Filed 2026-10-19
Compound Planning, Inc.
INCREASED
Shares66,456 from 65,686
Change+770 (+1%)
Value$15.4M (-$607.8K)
Filed 2026-11-09
Steele Capital Management, Inc.
DECREASED
Shares64,616 from 66,141
Change-1,525 (-2%)
Value$14.9M (-$1.1M)
Filed 2026-11-02
Flywheel Private Wealth LLC
DECREASED
Shares64,470 from 64,484
Change-14 (0%)
Value$14.9M (-$774.7K)
Filed 2026-11-02
Jacobsen Capital Management
INCREASED
Shares64,281 from 64,231
Change+50 (+0%)
Value$14.9M (-$756.7K)
Filed 2026-10-27
Payne Capital Management, LLC
DECREASED
Shares63,780 from 64,545
Change-765 (-1%)
Value$15.7M (+$64.8K)
Filed 2026-11-09
Oath Planning, LLC
INCREASED
Shares63,048 from 51,947
Change+11,101 (+21%)
Value$14.6M (+$1.9M)
Filed 2026-10-20
Balance Wealth Partners LLC
INCREASED
Shares62,759 from 50,737
Change+12,022 (+24%)
Value$14.5M (+$2.2M)
Filed 2026-10-27
BancFirst Trust & Investment Management
UNCHANGED
Shares62,754 from 62,754
Change0 (0%)
Value$14.6M (-$631.3K)
Filed 2026-10-30
Weinberger Asset Management, Inc
INCREASED
Shares61,770 from 61,043
Change+727 (+1%)
Value$14.3M (-$662.2K)
Filed 2026-10-28
Inlight Wealth Management, LLC
INCREASED
Shares61,696 from 55,104
Change+6,592 (+12%)
Value$14.3M (+$863.7K)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares60,813 from 60,571
Change+242 (+0%)
Value$14.0M (-$668.5K)
Filed 2026-10-30
Apella Capital, LLC
DECREASED
Shares60,050 from 62,058
Change-2,008 (-3%)
Value$13.9M (-$1.1M)
Filed 2026-10-08
UMB Bank, n.a.
DECREASED
Shares59,790 from 64,840
Change-5,050 (-8%)
Value$13.8M (-$1.9M)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares59,018 from 59,350
Change-332 (-1%)
Value$13.6M (-$786.5K)
Filed 2026-10-01
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares59,014 from 58,878
Change+136 (+0%)
Value$13.6M (-$672.7K)
Filed 2026-10-16
Veery Capital, LLC
INCREASED
Shares58,722 from 57,527
Change+1,195 (+2%)
Value$13.6M (-$412.1K)
Filed 2026-10-07
Harbour Investments, Inc.
INCREASED
Shares58,661 from 57,968
Change+693 (+1%)
Value$13.6M (-$533.2K)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares58,455 from 57,611
Change+844 (+1%)
Value$13.5M (-$494.2K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
DECREASED
Shares57,329 from 57,440
Change-111 (0%)
Value$13.2M (-$713.1K)
Filed 2026-10-16
Eagle Strategies LLC
DECREASED
Shares56,945 from 57,636
Change-691 (-1%)
Value$13.2M (-$849.1K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
INCREASED
Shares55,888 from 55,851
Change+37 (+0%)
Value$12.9M (-$659.4K)
Filed 2026-10-15
Center for Financial Planning, Inc.
DECREASED
Shares55,487 from 56,015
Change-528 (-1%)
Value$12.8M (-$791.8K)
Filed 2026-10-26
Mainsail Financial Group, LLC
INCREASED
Shares55,419 from 44,016
Change+11,403 (+26%)
Value$12.8M (+$2.1M)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares55,403 from 55,290
Change+113 (+0%)
Value$12.8M (-$635.1K)
Filed 2026-10-14
Firestone Capital Management
INCREASED
Shares54,466 from 54,147
Change+319 (+1%)
Value$12.6M (-$573.7K)
Filed 2026-11-03
Studio Investment Management LLC
DECREASED
Shares54,130 from 75,052
Change-20,922 (-28%)
Value$12.5M (-$5.7M)
Filed 2026-10-22
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares53,507 from 52,563
Change+944 (+2%)
Value$12.4M (-$410.6K)
Filed 2026-11-04
Forbes Financial Planning, Inc.
DECREASED
Shares52,871 from 53,767
Change-896 (-2%)
Value$12.2M (-$850.1K)
Filed 2026-10-23
Thrive Capital Management, LLC
INCREASED
Shares51,875 from 41,187
Change+10,688 (+26%)
Value$12.0M (+$2.0M)
Filed 2026-10-28
Gladwyn Financial Advisors, Inc.
DECREASED
Shares51,362 from 52,261
Change-899 (-2%)
Value$11.9M (-$832.7K)
Filed 2026-10-05
One Degree Advisors Inc
INCREASED
Shares51,255 from 51,012
Change+243 (+0%)
Value$12.1M (-$322.8K)
Filed 2026-11-06
Clayton Financial Group LLC
INCREASED
Shares50,907 from 47,019
Change+3,888 (+8%)
Value$11.8M (+$336.0K)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED
Shares50,822 from 51,858
Change-1,036 (-2%)
Value$11.7M (-$859.6K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares50,074 from 45,305
Change+4,769 (+11%)
Value$11.6M (+$560.2K)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares50,047 from 49,341
Change+706 (+1%)
Value$11.6M (-$427.1K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
INCREASED
Shares49,901 from 49,775
Change+126 (+0%)
Value$11.5M (-$566.2K)
Filed 2026-11-04
Atlas Capital Advisors Inc.
INCREASED
Shares49,775 from 48,944
Change+831 (+2%)
Value$2.1M (-$9.8M)
Filed 2026-11-09
Hegarty Advisors, LLC
INCREASED
Shares49,216 from 44,971
Change+4,245 (+9%)
Value$11.4M (+$442.9K)
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares48,933 from 45,136
Change+3,797 (+8%)
Value$11.3M (+$337.3K)
Filed 2026-11-03
San Luis Wealth Advisors LLC
INCREASED
Shares48,932 from 44,940
Change+3,992 (+9%)
Value$11.3M (+$384.9K)
Filed 2026-10-27
Phillips Financial Management, LLC
DECREASED
Shares48,633 from 49,560
Change-927 (-2%)
Value$11.2M (-$806.9K)
Filed 2026-10-19
Sepio Capital, LP
DECREASED
Shares48,157 from 52,223
Change-4,066 (-8%)
Value$11.1M (-$1.6M)
Filed 2026-10-22
Family Wealth Partners, LLC
INCREASED
Shares48,150 from 47,274
Change+876 (+2%)
Value$11.1M (-$363.1K)
Filed 2026-10-20
Fifth Third Securities, Inc.
INCREASED
Shares47,968 from 45,316
Change+2,652 (+6%)
Value$11.1M (+$70.6K)
Filed 2026-10-21
Old National Bancorp
INCREASED
Shares46,953 from 46,355
Change+598 (+1%)
Value$10.8M (-$416.3K)
Filed 2026-10-20
Noble Family Wealth, LLC
INCREASED
Shares46,574 from 45,356
Change+1,218 (+3%)
Value$10.8M (-$261.1K)
Filed 2026-10-26
Wrenne Financial Planning LLC
INCREASED
Shares46,210 from 44,818
Change+1,392 (+3%)
Value$10.7M (-$214.4K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares45,731 from 45,689
Change+42 (+0%)
Value$10.6M (-$536.7K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares45,411 from 44,334
Change+1,077 (+2%)
Value$10.5M (-$281.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares44,606 from 45,025
Change-419 (-1%)
Value$10.3M (-$635.3K)
Filed 2026-11-06
Sage Financial Group Inc
DECREASED
Shares44,432 from 46,304
Change-1,872 (-4%)
Value$10.3M (-$986.4K)
Filed 2026-10-27
Lmcg Investments, LLC
DECREASED
Shares43,774 from 44,685
Change-911 (-2%)
Value$10.1M (-$744.9K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares43,751 from 44,293
Change-542 (-1%)
Value$10.1M (-$655.1K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED
Shares42,212 from 46,253
Change-4,041 (-9%)
Value$9.8M (-$1.5M)
Filed 2026-10-20
Cardiff Park Advisors, LLC
DECREASED
Shares41,813 from 42,081
Change-268 (-1%)
Value$9.7M (-$565.3K)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares41,521 from 39,710
Change+1,811 (+5%)
Value$9.6M (-$56.4K)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares40,565 from 39,837
Change+728 (+2%)
Value$9.4M (-$308.4K)
Filed 2026-10-07
JBGlobal.com LLC
DECREASED
Shares40,255 from 42,250
Change-1,995 (-5%)
Value$9.3M (-$966.2K)
Filed 2026-10-13
Wharton Business Group, LLC
DECREASED
Shares40,011 from 40,400
Change-389 (-1%)
Value$9.2M (-$573.1K)
Filed 2026-11-09
Brookstone Capital Management
INCREASED
Shares39,936 from 34,971
Change+4,965 (+14%)
Value$9.2M (+$728.8K)
Filed 2026-10-22
Prosperity Planning, Inc.
DECREASED
Shares39,813 from 41,134
Change-1,321 (-3%)
Value$9.2M (-$797.2K)
Filed 2026-10-09
Portside Wealth Group, LLC
INCREASED
Shares39,613 from 36,960
Change+2,653 (+7%)
Value$9.2M (+$170.8K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares38,739 from 38,318
Change+421 (+1%)
Value$8.9M (-$360.9K)
Filed 2026-10-30
Courier Capital LLC
INCREASED
Shares38,608 from 38,480
Change+128 (+0%)
Value$8.9M (-$430.7K)
Filed 2026-10-19
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares38,262 from 38,289
Change-27 (0%)
Value$8.8M (-$464.1K)
Filed 2026-10-16
Ifrah Financial Services, Inc.
DECREASED
Shares38,152 from 38,893
Change-741 (-2%)
Value$8.8M (-$636.4K)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
INCREASED
Shares37,279 from 36,641
Change+638 (+2%)
Value$8.6M (-$290.9K)
Filed 2026-10-21
Meramec Financial Planners, LLC
INCREASED
Shares36,953 from 36,141
Change+812 (+2%)
Value$8.9M (+$58.0K)
Filed 2026-11-09
Diversified Management Inc
DECREASED
Shares36,924 from 37,294
Change-370 (-1%)
Value$8.5M (-$531.7K)
Filed 2026-10-08
Towerpoint Wealth, LLC
INCREASED
Shares36,915 from 36,794
Change+121 (+0%)
Value$8.5M (-$412.1K)
Filed 2026-10-13
Quent Capital, LLC
DECREASED
Shares36,750 from 38,134
Change-1,384 (-4%)
Value$8.9M (-$376.9K)
Filed 2026-11-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares36,740 from 32,314
Change+4,426 (+14%)
Value$8.5M (+$636.0K)
Filed 2026-10-27
Symmetry Partners, LLC
DECREASED
Shares36,476 from 37,125
Change-649 (-2%)
Value$8.4M (-$593.8K)
Filed 2026-10-27
Arbor Wealth Advisors LLC
INCREASED
Shares36,177 from 36,145
Change+32 (+0%)
Value$8.4M (-$424.8K)
Filed 2026-10-09
General Partner, Inc.
UNCHANGED
Shares35,936 from 35,936
Change0 (0%)
Value$8.3M (-$429.8K)
Filed 2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares35,496 from 34,212
Change+1,284 (+4%)
Value$8.2M (-$112.6K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
DECREASED
Shares35,339 from 35,671
Change-332 (-1%)
Value$8.2M (-$503.4K)
Filed 2026-11-04
Aurelius Family Office LLC
INCREASED
Shares35,178 from 34,752
Change+426 (+1%)
Value$8.1M (-$317.1K)
Filed 2026-10-23
Collective Family Office LLC
DECREASED
Shares35,016 from 35,395
Change-379 (-1%)
Value$8.1M (-$510.9K)
Filed 2026-10-05
RTD Financial Advisors, Inc.
DECREASED
Shares34,888 from 36,003
Change-1,115 (-3%)
Value$8.1M (-$688.2K)
Filed 2026-10-09
Atmos Advisory, LLC
INCREASED
Shares34,878 from 34,671
Change+207 (+1%)
Value$8.1M (-$366.8K)
Filed 2026-10-06
Madrona Financial Services, LLC
NEW
Shares34,838
Change+34,838
Value$8.0M
Filed 2026-10-23
Cannon Financial Strategists, Inc.
INCREASED
Shares34,782 from 34,527
Change+255 (+1%)
Value$8.0M (-$353.9K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares34,735 from 32,852
Change+1,883 (+6%)
Value$8.0M (+$42.1K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares34,568 from 24,686
Change+9,882 (+40%)
Value$8.0M (+$2.0M)
Filed 2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED
Shares34,529 from 34,819
Change-290 (-1%)
Value$8.0M (-$483.6K)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares34,464 from 34,741
Change-277 (-1%)
Value$8.0M (-$479.5K)
Filed 2026-10-30
Clear Retirement Advice LLC
DECREASED
Shares34,444 from 34,691
Change-247 (-1%)
Value$8.0M (-$472.0K)
Filed 2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares34,283 from 20,315
Change+13,968 (+69%)
Value$7.9M (+$3.0M)
Filed 2026-10-15
Whitegate Investment Counselors, Inc.
INCREASED
Shares32,688 from 32,386
Change+302 (+1%)
Value$7.6M (-$317.5K)
Filed 2026-11-02
Towne Trust Company, N.a
INCREASED
Shares32,681 from 32,582
Change+99 (+0%)
Value$7.6M (-$366.8K)
Filed 2026-10-28
Van Cleef Asset Management,Inc
DECREASED
Shares32,565 from 33,658
Change-1,093 (-3%)
Value$7.5M (-$655.1K)
Filed 2026-10-20
Wealthfront Advisers LLC
DECREASED
Shares32,400 from 33,857
Change-1,457 (-4%)
Value$7.5M (-$741.5K)
Filed 2026-11-09
Regions Financial Corp
INCREASED
Shares32,358 from 30,277
Change+2,081 (+7%)
Value$7.5M (+$118.7K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares32,187 from 30,196
Change+1,991 (+7%)
Value$7.4K (+$99)
Filed 2026-10-02
Serenity Investment Advisors
DECREASED
Shares32,059 from 32,475
Change-416 (-1%)
Value$7.4M (-$630.8K)
Filed 2026-10-30
Elevatus Welath Management
DECREASED
Shares32,015 from 37,338
Change-5,323 (-14%)
Value$7.4M (-$1.7M)
Filed 2026-10-19
Mainsail Asset Management, LLC
INCREASED
Shares31,996 from 30,870
Change+1,126 (+4%)
Value$7.5M (-$8.1K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
INCREASED
Shares31,768 from 31,057
Change+711 (+2%)
Value$7.3M (-$206.9K)
Filed 2026-10-23
Cornerstone Management, Inc.
INCREASED
Shares31,716 from 30,045
Change+1,671 (+6%)
Value$7.3M (+$26.7K)
Filed 2026-10-16
Compass Ion Advisors, LLC
DECREASED
Shares31,334 from 31,778
Change-444 (-1%)
Value$7.2M (-$482.5K)
Filed 2026-10-23
Sterling Wealth Management, Inc.
DECREASED
Shares31,158 from 31,793
Change-635 (-2%)
Value$7.2M (-$527.1K)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares31,135 from 39,800
Change-8,665 (-22%)
Value$7.2M (-$2.5M)
Filed 2026-10-29
Chicago Partners Investment Group LLC
DECREASED
Shares31,095 from 31,402
Change-307 (-1%)
Value$7.5M (-$128.6K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
DECREASED
Shares30,931 from 30,954
Change-23 (0%)
Value$7.1M (-$375.5K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares30,582 from 28,982
Change+1,600 (+6%)
Value$7.3M (+$213.1K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares30,522 from 29,652
Change+870 (+3%)
Value$7.1M (-$153.6K)
Filed 2026-10-14
SkyOak Wealth, LLC
INCREASED
Shares30,333 from 30,101
Change+232 (+1%)
Value$7.0M (-$306.4K)
Filed 2026-10-28
Strategic Wealth Advisors LLC
DECREASED
Shares30,068 from 30,576
Change-508 (-2%)
Value$6.9M (+$6.9M)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares29,555 from 26,804
Change+2,751 (+10%)
Value$6.8M (+$315.0K)
Filed 2026-10-29
Creekside Partners
INCREASED
Shares29,436 from 29,291
Change+145 (+1%)
Value$6.8M (-$316.8K)
Filed 2026-11-04
Alpha Omega Wealth Management LLC
INCREASED
Shares29,360 from 28,306
Change+1,054 (+4%)
Value$6.8M (-$95.0K)
Filed 2026-10-23
Columbus Macro, LLC
DECREASED
Shares29,219 from 29,286
Change-67 (0%)
Value$6.8M (-$365.8K)
Filed 2026-10-14
Leeward Financial Partners, LLC
DECREASED
Shares29,053 from 30,097
Change-1,044 (-3%)
Value$6.7M (-$601.1K)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares29,028 from 29,868
Change-840 (-3%)
Value$6.7M (-$551.3K)
Filed 2026-11-03
Ervin Investment Management, LLC
INCREASED
Shares28,556 from 28,553
Change+3 (+0%)
Value$6.6M (-$340.8K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares28,200 from 28,058
Change+142 (+1%)
Value$6.5M (-$302.7K)
Filed 2026-11-02
Theory Financial LLC
INCREASED
Shares28,164 from 23,942
Change+4,222 (+18%)
Value$6.5M (+$689.1K)
Filed 2026-11-09
Valeo Financial Advisors, LLC
DECREASED
Shares27,654 from 29,214
Change-1,560 (-5%)
Value$4.8M (-$625.2K)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
DECREASED
Shares27,573 from 27,715
Change-142 (-1%)
Value$6.4M (-$364.2K)
Filed 2026-11-06
Monograph Wealth Advisors, LLC
DECREASED
Shares27,405 from 28,945
Change-1,540 (-5%)
Value$6.3M (-$701.7K)
Filed 2026-11-09
Nwam LLC
DECREASED
Shares26,943 from 28,057
Change-1,114 (-4%)
Value$6.2M (-$592.9K)
Filed 2026-11-09
rebel Financial LLC
INCREASED
Shares26,940 from 15,244
Change+11,696 (+77%)
Value$6.2M (+$2.5M)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares26,904 from 26,469
Change+435 (+2%)
Value$6.2M (-$216.2K)
Filed 2026-10-16
Chemistry Wealth Management LLC
DECREASED
Shares26,460 from 26,485
Change-25 (0%)
Value$6.1M (-$322.6K)
Filed 2026-10-16
Barry Investment Advisors, LLC
INCREASED
Shares26,337 from 26,032
Change+305 (+1%)
Value$6.1M (-$240.9K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares26,230 from 28,769
Change-2,539 (-9%)
Value$6.0M (-$973.6K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares26,052 from 25,438
Change+614 (+2%)
Value$6.0M (-$162.3K)
Filed 2026-10-13
Culbertson A N & Co Inc
INCREASED
Shares26,017 from 24,732
Change+1,285 (+5%)
Value$6.0M (+$1.1K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares25,912 from 57,438
Change-31,526 (-55%)
Value$6.0K (-$14.0M)
Filed 2026-10-14
AGF Management LTD
DECREASED
Shares25,662 from 27,095
Change-1,433 (-5%)
Value$5.9M (-$655.1K)
Filed 2026-11-03
E&G Advisors, LLC
INCREASED
Shares25,656 from 25,194
Change+462 (+2%)
Value$5.9M (-$192.8K)
Filed 2026-10-13
Fluent Financial, LLC
INCREASED
Shares25,582 from 17,655
Change+7,927 (+45%)
Value$5.9M (+$1.6M)
Filed 2026-10-13
Sharper & Granite LLC
DECREASED
Shares25,312 from 25,542
Change-230 (-1%)
Value$5.5M (-$707.4K)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares25,133 from 25,255
Change-122 (0%)
Value$5.8M (-$330.2K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED
Shares25,074 from 25,317
Change-243 (-1%)
Value$5.8M (-$358.9K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares25,056 from 26,279
Change-1,223 (-5%)
Value$5.8M (-$596.8K)
Filed 2026-10-05
Tenret Co LLC
NEW
Shares24,945
Change+24,945
Value$5.8M
Filed 2026-11-02
Cornerstone Advisory, LLC
DECREASED
Shares24,767 from 25,121
Change-354 (-1%)
Value$5.7M (-$382.2K)
Filed 2026-11-06
Highland Capital Management, LLC
DECREASED
Shares24,706 from 25,051
Change-345 (-1%)
Value$5.7M (-$379.2K)
Filed 2026-10-26
Phillip James Consulting Co.
NEW
Shares24,655
Change+24,655
Value$5.7M
Filed 2026-11-03
Zeit Capital LLC
DECREASED
Shares24,570 from 24,791
Change-221 (-1%)
Value$5.7M (-$347.7K)
Filed 2026-10-19
Geneos Wealth Management Inc.
INCREASED
Shares24,401 from 18,288
Change+6,113 (+33%)
Value$5.6M (+$1.2M)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares24,367 from 24,254
Change+113 (+0%)
Value$5.6M (-$263.8K)
Filed 2026-10-23
LAM Group, Inc.
DECREASED
Shares24,170 from 24,520
Change-350 (-1%)
Value$5.6M (-$374.1K)
Filed 2026-10-26
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$5.5M (-$287.0K)
Filed 2026-11-02
Lutz Financial Services LLC
DECREASED
Shares23,748 from 23,984
Change-236 (-1%)
Value$5.5M (-$341.4K)
Filed 2026-11-06
LifeGoal Investments, LLC
NEW
Shares23,572
Change+23,572
Value$5.4M
Filed 2026-10-09
Institute for Wealth Management, Llc.
INCREASED
Shares23,249 from 23,212
Change+37 (+0%)
Value$5.4M (-$269.1K)
Filed 2026-11-06
Seek First Inc.
DECREASED
Shares22,779 from 24,620
Change-1,841 (-7%)
Value$5.3M (-$719.6K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares22,748 from 22,237
Change+511 (+2%)
Value$5.3M (-$147.8K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
INCREASED
Shares22,589 from 21,432
Change+1,157 (+5%)
Value$5.2M (+$11.0K)
Filed 2026-10-15
Stevens Capital Partners
INCREASED
Shares22,294 from 22,266
Change+28 (+0%)
Value$5.2M (-$259.8K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares22,283 from 23,632
Change-1,349 (-6%)
Value$5.1M (-$594.3K)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares22,151 from 22,191
Change-40 (0%)
Value$5.1M (-$274.7K)
Filed 2026-11-06
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares22,042 from 22,182
Change-140 (-1%)
Value$5.1M (-$297.6K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares22,002 from 23,151
Change-1,149 (-5%)
Value$5.1M (-$542.3K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares21,607 from 21,991
Change-384 (-2%)
Value$5.0M (-$351.8K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares21,470 from 21,603
Change-133 (-1%)
Value$5.0M (-$289.1K)
Filed 2026-10-26
Great Valley Advisor Group, Inc.
INCREASED
Shares21,342 from 20,452
Change+890 (+4%)
Value$4.9M (-$39.5K)
Filed 2026-11-09
RF&L Wealth Management, LLC
DECREASED
Shares21,191 from 21,211
Change-20 (0%)
Value$4.9M (-$258.2K)
Filed 2026-10-20
TriaGen Wealth Management LLC
INCREASED
Shares21,129 from 21,014
Change+115 (+1%)
Value$4.9M (-$224.8K)
Filed 2026-10-14
Marble Harbor Investment Counsel, LLC
INCREASED
Shares21,016 from 20,781
Change+235 (+1%)
Value$4.9M (-$194.2K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares20,905 from 19,363
Change+1,542 (+8%)
Value$4.8M (+$124.7K)
Filed 2026-11-05
Hilltop National Bank
INCREASED
Shares20,737 from 20,695
Change+42 (+0%)
Value$4.8M (-$237.8K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares20,695 from 20,587
Change+108 (+1%)
Value$4.8M (-$221.3K)
Filed 2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED
Shares20,676 from 22,435
Change-1,759 (-8%)
Value$4.8M (-$674.8K)
Filed 2026-10-16
Alhambra Investment Management LLC
INCREASED
Shares20,627 from 18,629
Change+1,998 (+11%)
Value$4.8M (+$238.8K)
Filed 2026-10-15
Quattro Financial Advisors LLC
DECREASED
Shares20,061 from 20,126
Change-65 (0%)
Value$4.6M (-$255.7K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares19,748 from 25,512
Change-5,764 (-23%)
Value$4.6M (-$1.6M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares19,406 from 19,208
Change+198 (+1%)
Value$4.5M (-$184.0K)
Filed 2026-10-16
Tortoise Investment Management, LLC
DECREASED
Shares19,291 from 19,299
Change-8 (0%)
Value$4.5M (-$232.7K)
Filed 2026-11-06
MCF Advisors LLC
DECREASED
Shares19,280 from 19,331
Change-51 (0%)
Value$4.5M (-$242.9K)
Filed 2026-10-28
Stone Summit Wealth LLC
DECREASED
Shares19,191 from 20,019
Change-828 (-4%)
Value$4.4M (-$430.8K)
Filed 2026-10-14
Trust Point Inc.
INCREASED
Shares19,087 from 19,065
Change+22 (+0%)
Value$4.4M (-$222.9K)
Filed 2026-10-27
Eclectic Associates Inc
DECREASED
Shares19,068 from 19,431
Change-363 (-2%)
Value$4.4M (-$315.9K)
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED
Shares19,062 from 18,875
Change+187 (+1%)
Value$4.4M (-$182.5K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares18,996 from 18,257
Change+739 (+4%)
Value$4.4M (-$47.7K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares18,902 from 17,820
Change+1,082 (+6%)
Value$4.4M (+$37.0K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares18,309 from 18,857
Change-548 (-3%)
Value$4.2M (-$352.0K)
Filed 2026-10-30
Warner Financial, Inc
INCREASED
Shares18,261 from 18,114
Change+147 (+1%)
Value$4.2M (-$182.6K)
Filed 2026-11-06
Greenspring Advisors, LLC
INCREASED
Shares18,240 from 9,223
Change+9,017 (+98%)
Value$4.2M (+$2.0M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares18,210 from 17,777
Change+433 (+2%)
Value$4.2M (-$112.6K)
Filed 2026-10-19
Councilor Wealth, LLC
DECREASED
Shares18,129 from 18,716
Change-587 (-3%)
Value$4.2M (-$359.4K)
Filed 2026-10-09
Echo45 Advisors LLC
INCREASED
Shares18,074 from 17,886
Change+188 (+1%)
Value$4.2M (-$170.6K)
Filed 2026-10-07
Bangor Savings Bank
DECREASED
Shares18,071 from 18,620
Change-549 (-3%)
Value$4.2M (-$349.5K)
Filed 2026-10-06
Pittenger & Anderson Inc
UNCHANGED
Shares18,065 from 18,065
Change0 (0%)
Value$4.2M (-$216.1K)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
INCREASED
Shares17,981 from 17,657
Change+324 (+2%)
Value$4.2M (-$136.2K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares17,875 from 17,157
Change+718 (+4%)
Value$4.1M (-$39.3K)
Filed 2026-11-05
Wedmont Private Capital
DECREASED
Shares17,798 from 20,206
Change-2,408 (-12%)
Value$4.2M (-$727.9K)
Filed 2026-10-09
Falcon Wealth Planning
DECREASED
Shares17,796 from 18,347
Change-551 (-3%)
Value$4.1M (-$346.6K)
Filed 2026-11-06
Diversified Portfolios, Inc.
DECREASED
Shares17,790 from 17,849
Change-59 (0%)
Value$4.1M (-$227.1K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares17,748 from 17,735
Change+13 (+0%)
Value$4.1M (-$209.1K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares17,684 from 18,026
Change-342 (-2%)
Value$4.2M (-$229.7K)
Filed 2026-10-13
Allstreet Capital Advisors LLC
DECREASED
Shares17,621 from 17,673
Change-52 (0%)
Value$4.1M (-$223.4K)
Filed 2026-11-04
Carolina Wealth Management Inc
DECREASED
Shares17,567 from 18,431
Change-864 (-5%)
Value$4.1M (-$419.9K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares17,483 from 21,471
Change-3,988 (-19%)
Value$4.0M (-$1.2M)
Filed 2026-10-15
Fiduciary Family Office, LLC
UNCHANGED
Shares17,310 from 17,310
Change0 (0%)
Value$4.0M (-$207.0K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares17,266 from 16,177
Change+1,089 (+7%)
Value$4.0M (+$58.2K)
Filed 2026-10-13
Valpey Financial Services, LLC
DECREASED
Shares17,228 from 17,546
Change-318 (-2%)
Value$4.0M (-$283.2K)
Filed 2026-10-30
Martel Wealth Advisors LLC
DECREASED
Shares17,163 from 18,106
Change-943 (-5%)
Value$4.0M (-$434.4K)
Filed 2026-10-14
Summit Investment Advisors, Inc.\KS
INCREASED
Shares17,119 from 14,566
Change+2,553 (+18%)
Value$4.0M (+$415.7K)
Filed 2026-11-05
Diversify Wealth Management, LLC
DECREASED
Shares16,495 from 17,046
Change-551 (-3%)
Value$3.9M (-$274.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares16,495 from 17,046
Change-551 (-3%)
Value$3.9M (-$274.7K)
Filed 2026-10-20
Index Fund Advisors, Inc.
DECREASED
Shares16,429 from 16,974
Change-545 (-3%)
Value$3.8M (-$328.8K)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares16,419 from 14,052
Change+2,367 (+17%)
Value$3.8M (+$378.6K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares16,329 from 16,425
Change-96 (-1%)
Value$3.8M (-$218.6K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
UNCHANGED
Shares16,294 from 16,294
Change0 (0%)
Value$3.8M (-$194.9K)
Filed 2026-10-30
CWC Advisors, Llc.
DECREASED
Shares16,251 from 16,337
Change-86 (-1%)
Value$3.8M (-$215.3K)
Filed 2026-10-15
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares16,211 from 16,211
Change0 (0%)
Value$3.7M (-$193.9K)
Filed 2026-10-19
Argent Trust Co
INCREASED
Shares16,180 from 15,903
Change+277 (+2%)
Value$3.7M (-$126.2K)
Filed 2026-11-09
MSH Capital Advisors LLC
INCREASED
Shares16,029 from 15,913
Change+116 (+1%)
Value$3.7M (-$163.5K)
Filed 2026-11-03
Forza Wealth Management, LLC
UNCHANGED
Shares15,924 from 15,924
Change0 (0%)
Value$3.7M (-$190.5K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
INCREASED
Shares15,716 from 15,607
Change+109 (+1%)
Value$3.6M (-$161.6K)
Filed 2026-10-28
Wolff Financial Management LLC
INCREASED
Shares15,564 from 15,506
Change+58 (+0%)
Value$3.6M (-$172.0K)
Filed 2026-10-23
Verity Asset Management, Inc.
INCREASED
Shares15,562 from 15,223
Change+339 (+2%)
Value$3.6M (-$103.7K)
Filed 2026-10-30
Sky-Mountain Capital Management, Inc.
INCREASED
Shares15,439 from 12,193
Change+3,246 (+27%)
Value$3.6M (+$604.1K)
Filed 2026-11-09
Cranbrook Wealth Management, LLC
DECREASED
Shares15,403 from 15,573
Change-170 (-1%)
Value$3.6M (-$225.4K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
INCREASED
Shares15,387 from 15,333
Change+54 (+0%)
Value$3.6M (-$170.9K)
Filed 2026-10-16
Beaumont Asset Management, L.L.C.
DECREASED
Shares15,353 from 16,565
Change-1,212 (-7%)
Value$3.5M (-$478.2K)
Filed 2026-10-16
Acropolis Investment Management, LLC
INCREASED
Shares15,306 from 14,278
Change+1,028 (+7%)
Value$3.5M (+$66.7K)
Filed 2026-10-08
Woodward Financial Advisors, Inc.
DECREASED
Shares15,257 from 15,592
Change-335 (-2%)
Value$3.5M (-$264.1K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares15,243 from 15,243
Change0 (0%)
Value$3.5M (-$182.3K)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares15,181 from 16,950
Change-1,769 (-10%)
Value$3.5M (-$611.4K)
Filed 2026-10-22
3Edge Asset Management, LP
UNCHANGED
Shares15,174 from 15,174
Change0 (0%)
Value$3.5M (-$181.5K)
Filed 2026-10-30
Arrow Investment Advisors, LLC
NEW
Shares15,169
Change+15,169
Value$3.5M
Filed 2026-11-02
Pathway Financial Advisors LLC
DECREASED
Shares15,081 from 15,133
Change-52 (0%)
Value$3.5M (-$196.5K)
Filed 2026-10-07
Sonata Capital Group Inc
INCREASED
Shares15,061 from 14,846
Change+215 (+1%)
Value$3.5M (-$127.9K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares15,000 from 14,841
Change+159 (+1%)
Value$3.5M (-$140.8K)
Filed 2026-11-04
Access Investment Management LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$3.5M (-$179.4K)
Filed 2026-10-23
American Financial & TAX Strategies Inc
DECREASED
Shares14,847 from 14,897
Change-50 (0%)
Value$3.4M (-$189.6K)
Filed 2026-10-16
FDx Advisors, Inc.
DECREASED
Shares14,765 from 15,140
Change-375 (-2%)
Value$3.4K (-$3.7M)
Filed 2026-11-09
First United Bank & Trust
INCREASED
Shares14,695 from 14,084
Change+611 (+4%)
Value$3.4M (-$27.3K)
Filed 2026-10-22
First American Bank
INCREASED
Shares14,685 from 1,793
Change+12,892 (+719%)
Value$3.4M (+$3.0M)
Filed 2026-10-27
AdvisorNet Financial, Inc
DECREASED
Shares14,518 from 15,225
Change-707 (-5%)
Value$3.4M (-$307.8K)
Filed 2026-10-15
Trust Co of the South
INCREASED
Shares14,426 from 13,458
Change+968 (+7%)
Value$3.3M (+$62.7K)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares14,346 from 10,476
Change+3,870 (+37%)
Value$3.3M (+$768.7K)
Filed 2026-11-04
Gibraltar Capital Management, Inc.
INCREASED
Shares14,149 from 13,186
Change+963 (+7%)
Value$3.3M (+$64.8K)
Filed 2026-10-27
NorthLanding Financial Partners, LLC
DECREASED
Shares14,010 from 14,295
Change-285 (-2%)
Value$3.2M (-$236.8K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares13,929 from 13,556
Change+373 (+3%)
Value$3.2M (-$75.9K)
Filed 2026-11-04
Trust Co
INCREASED
Shares13,802 from 10,782
Change+3,020 (+28%)
Value$3.2M (+$568.7K)
Filed 2026-10-09
Leavell Investment Management, Inc.
INCREASED
Shares13,780 from 13,744
Change+36 (+0%)
Value$3.2M (-$156.1K)
Filed 2026-11-09
Belpointe Asset Management LLC
INCREASED
Shares13,772 from 13,272
Change+500 (+4%)
Value$3.2M (-$43.1K)
Filed 2026-11-09
Opulen Financial Group LLC
DECREASED
Shares13,742 from 14,072
Change-330 (-2%)
Value$3.2M (-$244.6K)
Filed 2026-10-22
IVC Wealth Advisors LLC
INCREASED
Shares13,671 from 13,425
Change+246 (+2%)
Value$3.2M (-$103.6K)
Filed 2026-10-23
55 North Private Wealth, LLC
INCREASED
Shares13,629 from 13,596
Change+33 (+0%)
Value$3.1M (-$155.1K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares13,535 from 12,734
Change+801 (+6%)
Value$3.1M (+$32.7K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares13,523 from 14,664
Change-1,141 (-8%)
Value$3.1M (-$439.0K)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares13,508 from 13,647
Change-139 (-1%)
Value$3.1M (-$195.3K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares13,413 from 12,938
Change+475 (+4%)
Value$3.1M (-$44.9K)
Filed 2026-11-04
AMG National Trust Bank
DECREASED
Shares13,409 from 13,479
Change-70 (-1%)
Value$3.1M (-$177.4K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
INCREASED
Shares13,369 from 11,749
Change+1,620 (+14%)
Value$3.1M (+$233.8K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares13,344 from 13,705
Change-361 (-3%)
Value$3.1M (-$247.3K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares13,180 from 18,275
Change-5,095 (-28%)
Value$3.0M (-$1.4M)
Filed 2026-11-04
Coquina Private Wealth LLC
DECREASED
Shares13,103 from 13,116
Change-13 (0%)
Value$3.0M (-$159.8K)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares13,101 from 12,756
Change+345 (+3%)
Value$3.0M (-$72.8K)
Filed 2026-10-28
Pillar Financial Advisors, LLC
DECREASED
Shares12,974 from 13,062
Change-88 (-1%)
Value$3.0M (-$176.5K)
Filed 2026-10-21
Olio Financial Planning
DECREASED
Shares12,862 from 13,459
Change-597 (-4%)
Value$3.0M (-$298.8K)
Filed 2026-10-22
CGN Advisors LLC
DECREASED
Shares12,821 from 21,736
Change-8,915 (-41%)
Value$3.0M (-$2.3M)
Filed 2026-10-21
Harbor Investment Advisory, LLC
INCREASED
Shares12,798 from 12,158
Change+640 (+5%)
Value$3.0M (+$2.5K)
Filed 2026-10-13
Northwest Wealth Management, LLC
DECREASED
Shares12,671 from 12,691
Change-20 (0%)
Value$2.9M (-$156.4K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares12,661 from 11,825
Change+836 (+7%)
Value$2.9M (+$51.6K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares12,386 from 17,106
Change-4,720 (-28%)
Value$2.9M (-$1.3M)
Filed 2026-10-05
FAI Advisors, Inc.
DECREASED
Shares12,382 from 12,402
Change-20 (0%)
Value$2.9M (-$152.9K)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares12,154 from 12,154
Change0 (0%)
Value$2.8M (-$145.4K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares12,130 from 13,426
Change-1,296 (-10%)
Value$2.8M (-$460.1K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
INCREASED
Shares12,127 from 12,126
Change+1 (+0%)
Value$2.8M (-$144.9K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED
Shares12,033 from 13,090
Change-1,057 (-8%)
Value$2.8M (-$400.8K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares11,989 from 11,169
Change+820 (+7%)
Value$2.8M (+$56.0K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
DECREASED
Shares11,972 from 11,998
Change-26 (0%)
Value$2.8M (-$149.5K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares11,959 from 13,596
Change-1,637 (-12%)
Value$2.8M (-$540.7K)
Filed 2026-10-29
Telos Capital Management, Inc.
INCREASED
Shares11,956 from 11,255
Change+701 (+6%)
Value$2.8M (+$27.3K)
Filed 2026-11-02
Thoroughbred Financial Services, LLC
DECREASED
Shares11,937 from 11,968
Change-31 (0%)
Value$2.5K (-$139)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares11,804 from 11,893
Change-89 (-1%)
Value$2.7M (-$162.8K)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares11,682 from 11,696
Change-14 (0%)
Value$2.7M (-$143.1K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED
Shares11,487 from 11,516
Change-29 (0%)
Value$2.7M (-$144.4K)
Filed 2026-10-09
Monetary Solutions, Ltd
INCREASED
Shares11,470 from 11,295
Change+175 (+2%)
Value$2.6M (-$94.7K)
Filed 2026-10-22
SouthState Bank Corp
DECREASED
Shares11,342 from 12,617
Change-1,275 (-10%)
Value$2.6M (-$445.5K)
Filed 2026-11-09
Rebalance, LLC
INCREASED
Shares11,292 from 11,244
Change+48 (+0%)
Value$2.6M (-$123.4K)
Filed 2026-10-22
Cambridge Financial Group, LLC
INCREASED
Shares11,235 from 11,232
Change+3 (+0%)
Value$2.7M (+$766)
Filed 2026-10-06
Midwest Financial Group LLC
INCREASED
Shares11,135 from 11,105
Change+30 (+0%)
Value$2.6M (-$125.9K)
Filed 2026-10-15
Marino, Stram & Associates LLC
INCREASED
Shares11,128 from 10,812
Change+316 (+3%)
Value$2.6M (-$56.4K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares11,123 from 11,087
Change+36 (+0%)
Value$2.6M (-$124.3K)
Filed 2026-10-27
Powerhouse Assets LLC
INCREASED
Shares11,021 from 10,767
Change+254 (+2%)
Value$2.5M (-$70.2K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,955 from 10,494
Change+461 (+4%)
Value$2.5M (-$19.1K)
Filed 2026-10-23
Arista Wealth Management, LLC
DECREASED
Shares10,919 from 11,817
Change-898 (-8%)
Value$2.5M (-$348.8K)
Filed 2026-10-29
Optima Capital LLC
DECREASED
Shares10,876 from 11,098
Change-222 (-2%)
Value$2.5M (-$183.9K)
Filed 2026-10-29
Sage Mountain Advisors LLC
INCREASED
Shares10,815 from 10,785
Change+30 (+0%)
Value$2.5M (-$122.1K)
Filed 2026-11-02
TFB Advisors LLC
DECREASED
Shares10,780 from 11,982
Change-1,202 (-10%)
Value$2.5M (-$421.0K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares10,742 from 10,612
Change+130 (+1%)
Value$2.5M (-$96.8K)
Filed 2026-11-05
Waystone Advisors LLC
DECREASED
Shares10,731 from 10,752
Change-21 (0%)
Value$2.6M (-$5.1K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares10,694 from 5,682
Change+5,012 (+88%)
Value$2.5M (+$1.1M)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares10,682 from 960
Change+9,722 (+1013%)
Value$2.5M (+$2.2M)
Filed 2026-10-19
Matisse Capital
UNCHANGED
Shares10,652 from 10,652
Change0 (0%)
Value$2.5M (-$127.4K)
Filed 2026-10-29
Factor Wealth Management LTD
INCREASED
Shares10,630 from 10,419
Change+211 (+2%)
Value$2.5M (-$75.8K)
Filed 2026-10-08
Plancorp, LLC
INCREASED
Shares10,537 from 10,462
Change+75 (+1%)
Value$2.6M (+$35.6K)
Filed 2026-11-03
Sageworth Trust Co
UNCHANGED
Shares10,506 from 10,506
Change0 (0%)
Value$2.4M (-$125.7K)
Filed 2026-10-30
RMR Capital Management, LLC
INCREASED
Shares10,270 from 10,260
Change+10 (+0%)
Value$2.4M (-$120.4K)
Filed 2026-10-23
Mustard Seed Financial, LLC
DECREASED
Shares10,268 from 10,321
Change-53 (-1%)
Value$2.4M (-$135.6K)
Filed 2026-10-30
Donalies Financial Planning, LLC
INCREASED
Shares10,216 from 10,160
Change+56 (+1%)
Value$2.4M (-$108.6K)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares10,190 from 10,193
Change-3 (0%)
Value$2.4M (-$122.6K)
Filed 2026-11-04
Livet Wealth, LLC
INCREASED
Shares10,186 from 10,141
Change+45 (+0%)
Value$2.4M (-$110.9K)
Filed 2026-10-27
Parkside Financial Bank & Trust
DECREASED
Shares10,156 from 10,500
Change-344 (-3%)
Value$2.3M (-$205.0K)
Filed 2026-10-27
Junk Investment Group, LLC
INCREASED
Shares10,127 from 9,639
Change+488 (+5%)
Value$2.3M (-$2.5K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
DECREASED
Shares10,058 from 10,385
Change-327 (-3%)
Value$2.3M (-$199.6K)
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.3M (-$119.6K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares9,853 from 9,557
Change+296 (+3%)
Value$2.3M (-$45.9K)
Filed 2026-10-19
Newton One Investments LLC
DECREASED
Shares9,704 from 9,983
Change-279 (-3%)
Value$2.2M (-$183.9K)
Filed 2026-10-14
Probity Advisors, Inc.
DECREASED
Shares9,689 from 9,793
Change-104 (-1%)
Value$2.2M (-$141.2K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
INCREASED
Shares9,673 from 9,658
Change+15 (+0%)
Value$2.2M (-$112.0K)
Filed 2026-10-22
Family Legacy, Inc.
DECREASED
Shares9,639 from 9,871
Change-232 (-2%)
Value$2.2M (-$171.7K)
Filed 2026-10-13
Bessemer Group Inc
DECREASED
Shares9,617 from 14,276
Change-4,659 (-33%)
Value$2.2K (-$3.5M)
Filed 2026-11-09
Curtis Advisory Group, LLC
INCREASED
Shares9,576 from 9,529
Change+47 (+0%)
Value$2.2M (-$103.1K)
Filed 2026-10-28
Fairway Financial, LLC
DECREASED
Shares9,550 from 37,525
Change-27,975 (-75%)
Value$2.2M (-$6.9M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares9,508 from 8,477
Change+1,031 (+12%)
Value$2.2M (+$136.9K)
Filed 2026-10-21
MB Generational Wealth, LLC
UNCHANGED
Shares9,461 from 9,461
Change0 (0%)
Value$2.2M (-$113.2K)
Filed 2026-11-09
180 Wealth Advisors, LLC
DECREASED
Shares9,429 from 9,509
Change-80 (-1%)
Value$2.2M (-$132.4K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares9,404 from 9,419
Change-15 (0%)
Value$2.2M (-$116.1K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares9,362 from 8,991
Change+371 (+4%)
Value$2.2M (-$21.9K)
Filed 2026-10-22
Shayne & Jacobs, LLC
DECREASED
Shares9,292 from 10,892
Change-1,600 (-15%)
Value$2.1M (-$499.9K)
Filed 2026-10-21
Gradient Capital Advisors, LLC
DECREASED
Shares9,287 from 9,495
Change-208 (-2%)
Value$2.1M (-$161.7K)
Filed 2026-10-21
Grove Bank & Trust
INCREASED
Shares9,235 from 9,174
Change+61 (+1%)
Value$2.1M (-$95.6K)
Filed 2026-10-08
WP Advisors, LLC
DECREASED
Shares9,204 from 9,497
Change-293 (-3%)
Value$2.1M (-$181.1K)
Filed 2026-10-22
TritonPoint Partners, LLC
DECREASED
Shares9,137 from 10,054
Change-917 (-9%)
Value$2.1M (-$332.1K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,123 from 7,940
Change+1,183 (+15%)
Value$2.1M (+$178.4K)
Filed 2026-10-13
Financial Enhancement Group LLC
INCREASED
Shares9,110 from 8,057
Change+1,053 (+13%)
Value$2.1M (+$157.3K)
Filed 2026-10-08
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares9,085 from 9,085
Change0 (0%)
Value$2.1M (-$108.7K)
Filed 2026-10-05
Guidance Point Advisors, LLC
INCREASED
Shares9,064 from 9,046
Change+18 (+0%)
Value$2.1M (-$104.1K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares8,942 from 6,624
Change+2,318 (+35%)
Value$2.1M (+$456.4K)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares8,924 from 8,555
Change+369 (+4%)
Value$2.1M (-$17.1K)
Filed 2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED
Shares8,861 from 8,926
Change-65 (-1%)
Value$2.0M (-$121.8K)
Filed 2026-11-09
VestGen Advisors, LLC
INCREASED
Shares8,746 from 8,494
Change+252 (+3%)
Value$2.0M (-$43.4K)
Filed 2026-10-27
Chapin Davis, Inc.
INCREASED
Shares8,724 from 8,709
Change+15 (+0%)
Value$2.0M (-$100.4K)
Filed 2026-10-09
Earned Wealth Advisors, LLC
INCREASED
Shares8,685 from 8,510
Change+175 (+2%)
Value$2.0M (-$61.2K)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares8,683 from 8,582
Change+101 (+1%)
Value$2.0M (-$79.4K)
Filed 2026-11-06
Sapient Capital LLC
INCREASED
Shares8,651 from 8,609
Change+42 (+0%)
Value$2.0M (-$93.3K)
Filed 2026-10-08
Brown Wealth Management, LLC
DECREASED
Shares8,643 from 9,001
Change-358 (-4%)
Value$2.0M (-$190.2K)
Filed 2026-10-20
Duncker Streett & Co Inc
DECREASED
Shares8,640 from 8,646
Change-6 (0%)
Value$2.0M (-$104.8K)
Filed 2026-10-27
InvesTrust
INCREASED
Shares8,630 from 8,606
Change+24 (+0%)
Value$2.0M (-$97.4K)
Filed 2026-10-14
Triune Financial Partners, LLC
DECREASED
Shares8,550 from 8,696
Change-146 (-2%)
Value$2.0M (-$137.6K)
Filed 2026-11-03
Graetz Wealth LLC
INCREASED
Shares8,538 from 7,132
Change+1,406 (+20%)
Value$2.0M (+$239.4K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
DECREASED
Shares8,521 from 15,313
Change-6,792 (-44%)
Value$2.0M (-$1.4M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares8,498 from 8,101
Change+397 (+5%)
Value$2.0M (-$5.1K)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares8,481 from 8,529
Change-48 (-1%)
Value$2.0M (-$113.2K)
Filed 2026-10-09
Prospera Financial Services Inc
DECREASED
Shares8,480 from 10,755
Change-2,275 (-21%)
Value$2.1M (-$551.3K)
Filed 2026-11-04
LS Investment Advisors, LLC
DECREASED
Shares8,461 from 8,530
Change-69 (-1%)
Value$2.0M (-$117.8K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
INCREASED
Shares8,442 from 8,402
Change+40 (+0%)
Value$2.0M (-$91.2K)
Filed 2026-10-19
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares8,362 from 8,362
Change0 (0%)
Value$1.9M (-$85.8K)
Filed 2026-10-13
City State Bank
INCREASED
Shares8,295 from 8,133
Change+162 (+2%)
Value$1.9M (-$59.8K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares8,274 from 8,596
Change-322 (-4%)
Value$1.9M (-$177.1K)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
INCREASED
Shares8,102 from 7,697
Change+405 (+5%)
Value$1.9M (+$1.5K)
Filed 2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,058 from 7,822
Change+236 (+3%)
Value$1.9M (-$39.1K)
Filed 2026-10-13
Paragon Capital Management Ltd
DECREASED
Shares7,986 from 8,269
Change-283 (-3%)
Value$1.8M (-$164.6K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares7,983 from 8,512
Change-529 (-6%)
Value$1.8M (-$223.9K)
Filed 2026-10-23
SC&H Financial Advisors, Inc.
INCREASED
Shares7,978 from 7,969
Change+9 (+0%)
Value$1.8M (-$93.2K)
Filed 2026-10-14
OFC Financial Planning, LLC
DECREASED
Shares7,951 from 8,152
Change-201 (-2%)
Value$1.8M (-$143.9K)
Filed 2026-11-06
Pioneer Wealth Management Group
DECREASED
Shares7,950 from 8,593
Change-643 (-7%)
Value$1.8M (-$251.3K)
Filed 2026-10-09
Financial Counselors Inc
INCREASED
Shares7,949 from 7,755
Change+194 (+3%)
Value$1.8M (-$47.9K)
Filed 2026-10-22
Friday Financial
INCREASED
Shares7,920 from 6,815
Change+1,105 (+16%)
Value$1.8M (+$189.8K)
Filed 2026-10-09
Michels Family Financial, LLC
INCREASED
Shares7,902 from 7,809
Change+93 (+1%)
Value$1.8M (-$71.7K)
Filed 2026-11-02
Coldstream Capital Management Inc
INCREASED
Shares7,890 from 7,817
Change+73 (+1%)
Value$1.8M (-$76.6K)
Filed 2026-11-09
Manske Wealth Management
INCREASED
Shares7,881 from 4,211
Change+3,670 (+87%)
Value$1.8M (+$797.5K)
Filed 2026-10-26
Clarity Capital Advisors, LLC
INCREASED
Shares7,880 from 7,863
Change+17 (+0%)
Value$1.8M (-$90.0K)
Filed 2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED
Shares7,876 from 9,161
Change-1,285 (-14%)
Value$1.8M (-$406.4K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares7,843 from 7,832
Change+11 (+0%)
Value$1.8M (-$91.1K)
Filed 2026-10-20
Center For Asset Management LLC
DECREASED
Shares7,840 from 8,987
Change-1,147 (-13%)
Value$1.8M (-$373.1K)
Filed 2026-10-16
Diversified Enterprises, LLC
DECREASED
Shares7,651 from 7,862
Change-211 (-3%)
Value$1.8M (-$142.8K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED
Shares7,646 from 8,737
Change-1,091 (-12%)
Value$1.8M (-$356.6K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares7,520 from 7,944
Change-424 (-5%)
Value$1.7M (-$193.0K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares7,518 from 6,542
Change+976 (+15%)
Value$1.7M (+$147.3K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares7,479 from 7,388
Change+91 (+1%)
Value$1.7M (-$67.3K)
Filed 2026-10-21
BigSur Wealth Management LLC
UNCHANGED
Shares7,466 from 7,466
Change0 (0%)
Value$1.7M (-$89.3K)
Filed 2026-10-13
Hardy Reed LLC
INCREASED
Shares7,459 from 7,436
Change+23 (+0%)
Value$1.7M (-$83.6K)
Filed 2026-11-06
Southland Equity Partners LLC
INCREASED
Shares7,455 from 6,600
Change+855 (+13%)
Value$1.7M (+$118.6K)
Filed 2026-10-14
Focus Financial Network, Inc.
INCREASED
Shares7,437 from 7,408
Change+29 (+0%)
Value$1.7M (-$81.7K)
Filed 2026-10-14
Forest Hill Capital, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$1.7M (-$88.5K)
Filed 2026-11-05
Baker Ellis Asset Management LLC
INCREASED
Shares7,394 from 7,393
Change+1 (+0%)
Value$1.7M (-$88.3K)
Filed 2026-10-14
Riversedge Advisors, LLC
DECREASED
Shares7,298 from 7,836
Change-538 (-7%)
Value$1.7M (-$217.9K)
Filed 2026-10-09
Bokf, NA
DECREASED
Shares7,298 from 7,494
Change-196 (-3%)
Value$1.7M (-$134.9K)
Filed 2026-10-27
True Private Wealth Advisors
INCREASED
Shares7,255 from 7,235
Change+20 (+0%)
Value$1.7M (-$81.9K)
Filed 2026-10-19
Fulton Bank, N.A.
INCREASED
Shares7,225 from 7,104
Change+121 (+2%)
Value$1.7M (-$57.0K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares7,145 from 7,149
Change-4 (0%)
Value$1.7M (-$86.5K)
Filed 2026-10-26
Monument Group Wealth Advisors, LLC
DECREASED
Shares7,083 from 39,196
Change-32,113 (-82%)
Value$1.6M (-$191.2K)
Filed 2026-10-21
BKM Wealth Management, LLC
INCREASED
Shares7,057 from 5,149
Change+1,908 (+37%)
Value$1.6M (+$379.4K)
Filed 2026-10-22
Freestone Capital Holdings, LLC
INCREASED
Shares6,959 from 3,902
Change+3,057 (+78%)
Value$1.6M (+$659.6K)
Filed 2026-11-09
1834 Investment Advisors Co
DECREASED
Shares6,910 from 6,927
Change-17 (0%)
Value$1.6M (-$86.8K)
Filed 2026-10-16
West Financial Advisors, LLC
INCREASED
Shares6,897 from 2,303
Change+4,594 (+199%)
Value$1.6M (+$1.0M)
Filed 2026-10-22
Capital Squared Financial LLC
INCREASED
Shares6,870 from 6,825
Change+45 (+1%)
Value$1.6M (-$71.0K)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares6,847 from 6,797
Change+50 (+1%)
Value$1.6M (-$69.8K)
Filed 2026-11-05
Evergreen Wealth Management, LLC
DECREASED
Shares6,784 from 6,812
Change-28 (0%)
Value$1.6M (-$87.9K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares6,773 from 6,413
Change+360 (+6%)
Value$1.6M (+$6.5K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares6,626 from 6,115
Change+511 (+8%)
Value$1.6M (+$78.3K)
Filed 2026-10-20
Silverlake Wealth Management LLC
INCREASED
Shares6,600 from 6,309
Change+291 (+5%)
Value$1.5M (-$8.2K)
Filed 2026-10-21
Uptick Partners, LLC
DECREASED
Shares6,597 from 6,606
Change-9 (0%)
Value$1.5M (-$81.2K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares6,533 from 4,900
Change+1,633 (+33%)
Value$1.5M (+$318.8K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED
Shares6,504 from 6,524
Change-20 (0%)
Value$1.5M (-$82.6K)
Filed 2026-10-16
Ceera Investments, LLC
INCREASED
Shares6,495 from 2,022
Change+4,473 (+221%)
Value$1.5M (+$1.0M)
Filed 2026-11-02
O'Connor Financial Group LLC
DECREASED
Shares6,486 from 6,756
Change-270 (-4%)
Value$1.5M (-$143.1K)
Filed 2026-10-26
Fortis Capital Advisors, LLC
DECREASED
Shares6,480 from 6,696
Change-216 (-3%)
Value$1.5M (-$129.9K)
Filed 2026-11-09
Financial Freedom, LLC
DECREASED
Shares6,465 from 7,193
Change-728 (-10%)
Value$1.5M (-$254.1K)
Filed 2026-11-06
Sherman Wealth Management LLC
INCREASED
Shares6,402 from 6,221
Change+181 (+3%)
Value$1.5M (-$32.5K)
Filed 2026-10-16
Weitzel Financial Services, Inc.
INCREASED
Shares6,383 from 6,144
Change+239 (+4%)
Value$1.5M (+$7.7K)
Filed 2026-10-16
Dynamic Financial Group
DECREASED
Shares6,292 from 6,464
Change-172 (-3%)
Value$1.5M (-$116.9K)
Filed 2026-10-28
One Day In July LLC
INCREASED
Shares6,290 from 6,195
Change+95 (+2%)
Value$1.5M (-$52.3K)
Filed 2026-10-30
Wesbanco Bank Inc
DECREASED
Shares6,206 from 9,410
Change-3,204 (-34%)
Value$1.4M (-$852.8K)
Filed 2026-11-04
Davis Investment Partners, LLC
INCREASED
Shares6,194 from 1,759
Change+4,435 (+252%)
Value$1.4M (+$1.0M)
Filed 2026-11-05
Condor Capital Management
INCREASED
Shares6,148 from 6,118
Change+30 (+0%)
Value$1.4M (-$66.4K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares6,107 from 5,972
Change+135 (+2%)
Value$1.4M (-$40.2K)
Filed 2026-11-03
Lynx Investment Advisory
INCREASED
Shares6,085 from 5,438
Change+647 (+12%)
Value$1.4M (+$84.5K)
Filed 2026-10-27
Arbor Investment Advisors, LLC
DECREASED
Shares6,070 from 6,297
Change-227 (-4%)
Value$1.4M (-$127.6K)
Filed 2026-10-26
IFG Advisory, LLC
DECREASED
Shares6,041 from 6,119
Change-78 (-1%)
Value$1.4M (-$91.1K)
Filed 2026-11-09
Compass Capital Management, Inc
INCREASED
Shares6,035 from 2,035
Change+4,000 (+197%)
Value$1.4M (+$899.8K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED
Shares6,028 from 6,903
Change-875 (-13%)
Value$1.4M (-$284.7K)
Filed 2026-10-09
Cadent Capital Advisors, LLC
DECREASED
Shares6,014 from 6,135
Change-121 (-2%)
Value$1.4M (-$101.3K)
Filed 2026-10-09
WealthCare Investment Partners, LLC
INCREASED
Shares5,970 from 5,944
Change+26 (+0%)
Value$1.4M (-$65.3K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
UNCHANGED
Shares5,953 from 5,953
Change0 (0%)
Value$1.4M (-$71.2K)
Filed 2026-11-05
Three Arch Wealth Management LLC
DECREASED
Shares5,946 from 6,081
Change-135 (-2%)
Value$1.4M (-$103.9K)
Filed 2026-10-20
Clear Point Advisors Inc.
INCREASED
Shares5,942 from 5,892
Change+50 (+1%)
Value$1.4M (-$58.9K)
Filed 2026-10-30
Meridian Financial Advisors, LLC
DECREASED
Shares5,892 from 5,969
Change-77 (-1%)
Value$1.4M (-$89.2K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares5,885 from 6,022
Change-137 (-2%)
Value$1.4M (-$103.8K)
Filed 2026-10-13
Financial Management Professionals, Inc.
INCREASED
Shares5,782 from 1,127
Change+4,655 (+413%)
Value$1.3M (+$1.1M)
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares5,734 from 5,857
Change-123 (-2%)
Value$1.3M (-$98.6K)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares5,727 from 5,617
Change+110 (+2%)
Value$1.3M (-$41.7K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED
Shares5,698 from 5,503
Change+195 (+4%)
Value$1.3M (-$20.8K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$1.3M (-$68.1K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares5,690 from 5,694
Change-4 (0%)
Value$1.3M (-$69.0K)
Filed 2026-10-22
Clark Asset Management, LLC
INCREASED
Shares5,644 from 5,386
Change+258 (+5%)
Value$1.3M (-$4.9K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,636 from 4,766
Change+870 (+18%)
Value$1.3M (+$144.1K)
Filed 2026-10-29
Chatham Capital Group, Inc.
UNCHANGED
Shares5,589 from 5,589
Change0 (0%)
Value$1.3M (-$66.8K)
Filed 2026-10-16
Eagle Harbor Asset Management Inc
DECREASED
Shares5,534 from 5,669
Change-135 (-2%)
Value$1.3M (-$98.9K)
Filed 2026-10-21
ProVise Management Group, LLC
DECREASED
Shares5,520 from 5,713
Change-193 (-3%)
Value$1.3M (-$113.1K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares5,456 from 4,940
Change+516 (+10%)
Value$1.3M (+$60.2K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
INCREASED
Shares5,454 from 5,354
Change+100 (+2%)
Value$1.3M (-$41.0K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED
Shares5,412 from 5,565
Change-153 (-3%)
Value$1.3M (-$101.9K)
Filed 2026-10-16
Fiduciary Advisors, Inc.
DECREASED
Shares5,404 from 10,276
Change-4,872 (-47%)
Value$1.2M (-$1.2M)
Filed 2026-10-16
TruNorth Capital Management, LLC
UNCHANGED
Shares5,382 from 5,382
Change0 (0%)
Value$1.2M (-$64.4K)
Filed 2026-10-14
Strategic Financial Group, LLC
INCREASED
Shares5,352 from 5,193
Change+159 (+3%)
Value$1.2M (-$25.4K)
Filed 2026-10-08
Mascagni Wealth Management, Inc.
INCREASED
Shares5,324 from 5,321
Change+3 (+0%)
Value$1.2M (-$62.8K)
Filed 2026-10-23
Tenon Financial LLC
INCREASED
Shares5,319 from 1,246
Change+4,073 (+327%)
Value$1.2M (+$926.0K)
Filed 2026-10-14
Cooksen Wealth, LLC
DECREASED
Shares5,316 from 5,492
Change-176 (-3%)
Value$1.2M (-$88.3K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
DECREASED
Shares5,280 from 5,345
Change-65 (-1%)
Value$1.2M (-$79.1K)
Filed 2026-10-15
Cambridge Capital Management, LLC
DECREASED
Shares5,265 from 5,309
Change-44 (-1%)
Value$1.2M (-$73.7K)
Filed 2026-10-19
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares5,256 from 5,196
Change+60 (+1%)
Value$1.2M (-$48.3K)
Filed 2026-10-21
LexAurum Advisors, LLC
INCREASED
Shares5,245 from 4,914
Change+331 (+7%)
Value$1.2M (+$17.8K)
Filed 2026-10-19
Meritas Wealth Management, LLC
DECREASED
Shares5,228 from 5,283
Change-55 (-1%)
Value$1.2M (-$75.8K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares5,150 from 5,173
Change-23 (0%)
Value$1.2M (-$67.2K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares5,114 from 5,295
Change-181 (-3%)
Value$1.2M (-$105.1K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares5,044 from 5,273
Change-229 (-4%)
Value$1.2M (-$116.0K)
Filed 2026-10-14
Hoge Financial Services, LLC
DECREASED
Shares5,037 from 5,048
Change-11 (0%)
Value$1.2M (-$62.9K)
Filed 2026-11-05
King Wealth Management Group
UNCHANGED
Shares5,032 from 5,032
Change0 (0%)
Value$1.2K (-$1.2M)
Filed 2026-11-09
Independent Wealth Advisors LLC
INCREASED
Shares5,024 from 5,013
Change+11 (+0%)
Value$1.2M (-$57.3K)
Filed 2026-10-27
Rockwood Wealth Management, LLC
INCREASED
Shares5,003 from 3,310
Change+1,693 (+51%)
Value$1.2M (+$351.5K)
Filed 2026-10-27
Community Financial Services Group, LLC
DECREASED
Shares5,000 from 5,097
Change-97 (-2%)
Value$1.2M (-$74.8K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares4,975 from 4,989
Change-14 (0%)
Value$1.1M (-$62.9K)
Filed 2026-11-04
St. Louis Trust Co
UNCHANGED
Shares4,959 from 4,959
Change0 (0%)
Value$1.1M (-$17.9M)
Filed 2026-11-03
John A. Wolfe & Associates, Inc.
DECREASED
Shares4,943 from 5,050
Change-107 (-2%)
Value$1.1M (-$85.2K)
Filed 2026-11-06
Sagace Wealth Management LLC
INCREASED
Shares4,873 from 4,690
Change+183 (+4%)
Value$1.1M (-$13.8K)
Filed 2026-10-28
McClarren Financial Advisors, Inc.
INCREASED
Shares4,857 from 4,825
Change+32 (+1%)
Value$1.1M (-$50.3K)
Filed 2026-10-15
Archer Investment Corp
DECREASED
Shares4,813 from 5,091
Change-278 (-5%)
Value$1.1M (-$125.1K)
Filed 2026-11-05
Texas Bank & Trust Co
DECREASED
Shares4,812 from 4,817
Change-5 (0%)
Value$1.1M (-$58.8K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares4,792 from 4,802
Change-10 (0%)
Value$1.1M (-$59.7K)
Filed 2026-10-30
Wealth Preservation Advisors, LLC
INCREASED
Shares4,790 from 4,051
Change+739 (+18%)
Value$1.1M (+$122.3K)
Filed 2026-11-05
Asempa Wealth Advisors
DECREASED
Shares4,731 from 4,781
Change-50 (-1%)
Value$1.1M (-$61.8K)
Filed 2026-10-07
Oppenheimer & Co Inc
INCREASED
Shares4,714 from 4,491
Change+223 (+5%)
Value$1.1M (-$2.2K)
Filed 2026-10-26
Greenwood Gearhart LLC
DECREASED
Shares4,680 from 4,690
Change-10 (0%)
Value$1.1M (-$58.4K)
Filed 2026-11-02
Beacon Financial Advisory LLC
DECREASED
Shares4,639 from 4,746
Change-107 (-2%)
Value$1.1M (-$81.6K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
INCREASED
Shares4,625 from 4,458
Change+167 (+4%)
Value$1.1M (-$14.8K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares4,623 from 4,217
Change+406 (+10%)
Value$1.1M (+$43.5K)
Filed 2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED
Shares4,616 from 4,616
Change0 (0%)
Value$1.1M (-$54.9K)
Filed 2026-11-02
Trilogy Capital Inc.
DECREASED
Shares4,607 from 6,115
Change-1,508 (-25%)
Value$1.1M (-$421.4K)
Filed 2026-10-20
City Holding Co
INCREASED
Shares4,599 from 4,321
Change+278 (+6%)
Value$1.1M (+$12.6K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
DECREASED
Shares4,576 from 4,988
Change-412 (-8%)
Value$1.1M (-$154.8K)
Filed 2026-11-06
Silver Oak Advisory Group, Inc.
INCREASED
Shares4,566 from 4,565
Change+1 (+0%)
Value$1.1M (-$54.2K)
Filed 2026-11-06
Aire Advisors, LLC
DECREASED
Shares4,540 from 4,667
Change-127 (-3%)
Value$1.0M (-$85.1K)
Filed 2026-10-22
Prospera Capital Management, LLC
UNCHANGED
Shares4,454 from 4,454
Change0 (0%)
Value$1.0M (-$55.6K)
Filed 2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares4,427 from 4,380
Change+47 (+1%)
Value$1.0M (-$41.5K)
Filed 2026-10-08
Root Financial Partners, LLC
INCREASED
Shares4,413 from 2,536
Change+1,877 (+74%)
Value$1.0M (+$403.4K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares4,381 from 3,797
Change+584 (+15%)
Value$1.0M (+$89.5K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares4,374 from 4,151
Change+223 (+5%)
Value$1.0M (+$2.0K)
Filed 2026-10-28
IFG Advisors, LLC
DECREASED
Shares4,336 from 4,337
Change-1 (0%)
Value$1.0M (-$52.0K)
Filed 2026-10-15
Level Financial Advisors
DECREASED
Shares4,331 from 4,553
Change-222 (-5%)
Value$1.0M (-$105.8K)
Filed 2026-10-13
Ballast Financial Advisors LLC
DECREASED
Shares4,324 from 4,619
Change-295 (-6%)
Value$999.0K (-$123.4K)
Filed 2026-10-26
Cpwa, LLC
DECREASED
Shares4,317 from 4,387
Change-70 (-2%)
Value$1.0M (-$52.6K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
DECREASED
Shares4,308 from 4,340
Change-32 (-1%)
Value$995.2K (-$59.3K)
Filed 2026-10-14
Svrn Asset Management, LLC
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$992.5K (-$51.4K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares4,290 from 4,366
Change-76 (-2%)
Value$991.0K (-$69.8K)
Filed 2026-10-09
Pacific Park Financial, Inc.
INCREASED
Shares4,288 from 3,135
Change+1,153 (+37%)
Value$990.7K (+$228.9K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares4,270
Change+4,270
Value$1.0K
Filed 2026-11-03
Marion Wealth Management
UNCHANGED
Shares4,261 from 4,261
Change0 (0%)
Value$984.4K (-$51.0K)
Filed 2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares4,253 from 3,851
Change+402 (+10%)
Value$982.6K (+$46.8K)
Filed 2026-11-09
Accretive Wealth Partners, LLC
DECREASED
Shares4,248 from 4,319
Change-71 (-2%)
Value$981.4K (-$68.0K)
Filed 2026-11-06
Worth Asset Management, LLC
NEW
Shares4,246
Change+4,246
Value$981.0K
Filed 2026-10-07
Daymark Wealth Partners, LLC
INCREASED
Shares4,220 from 3,972
Change+248 (+6%)
Value$974.9K (+$9.8K)
Filed 2026-11-04
Townsend Asset Management Corp
DECREASED
Shares4,174 from 4,196
Change-22 (-1%)
Value$964.2K (-$55.3K)
Filed 2026-10-29
Vannoy Advisory Group, Inc.
DECREASED
Shares4,150 from 4,152
Change-2 (0%)
Value$958.7K (-$50.1K)
Filed 2026-10-13
Compass Financial Group, Inc
DECREASED
Shares4,142 from 4,908
Change-766 (-16%)
Value$956.9K (-$235.6K)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
INCREASED
Shares4,131 from 4,129
Change+2 (+0%)
Value$954.3K (-$49.1K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
INCREASED
Shares4,116 from 4,045
Change+71 (+2%)
Value$950.8K (-$32.1K)
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares4,114 from 4,108
Change+6 (+0%)
Value$950.3K (-$47.9K)
Filed 2026-11-05
RS Crum Inc.
INCREASED
Shares4,113 from 4,112
Change+1 (+0%)
Value$950.2K (-$49.1K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares4,097 from 4,089
Change+8 (+0%)
Value$946.5K (-$47.1K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares4,091 from 3,999
Change+92 (+2%)
Value$945.1K (-$26.5K)
Filed 2026-10-14
Lpwm LLC
INCREASED
Shares4,039 from 4,027
Change+12 (+0%)
Value$933.1K (-$45.4K)
Filed 2026-10-20
Schwallier Wealth Management LLC
DECREASED
Shares4,019 from 4,192
Change-173 (-4%)
Value$928.6K (-$90.1K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares4,001 from 3,954
Change+47 (+1%)
Value$924.4K (-$36.4K)
Filed 2026-10-22
Bishop & Co Investment Management, LLC
DECREASED
Shares3,980 from 4,164
Change-184 (-4%)
Value$919.5K (-$92.4K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
INCREASED
Shares3,979 from 3,055
Change+924 (+30%)
Value$919.5K (+$176.9K)
Filed 2026-10-29
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares3,963 from 3,963
Change0 (0%)
Value$915.6K (-$47.4K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares3,958 from 3,513
Change+445 (+13%)
Value$920.7K (+$68.1K)
Filed 2026-10-16
Smithfield Trust Co
DECREASED
Shares3,950 from 3,974
Change-24 (-1%)
Value$913 (-$965.1K)
Filed 2026-11-09
Winebrenner Capital Management LLC
DECREASED
Shares3,943 from 4,054
Change-111 (-3%)
Value$910.9K (-$74.1K)
Filed 2026-10-07
Signaturefd, LLC
DECREASED
Shares3,922 from 4,852
Change-930 (-19%)
Value$906.1K (-$272.9K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares3,916 from 3,601
Change+315 (+9%)
Value$904.7K (+$29.6K)
Filed 2026-10-23
Fonville Wealth Management LLC
INCREASED
Shares3,899 from 3,891
Change+8 (+0%)
Value$900.7K (-$45.0K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
INCREASED
Shares3,897 from 3,750
Change+147 (+4%)
Value$900.2K (-$11.1K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$897.8K (-$46.5K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares3,818 from 3,277
Change+541 (+17%)
Value$882.1K (+$84.8K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares3,812 from 3,777
Change+35 (+1%)
Value$880.8K (-$37.1K)
Filed 2026-10-28
Western Wealth Management, LLC
DECREASED
Shares3,802 from 4,337
Change-535 (-12%)
Value$878.4K (-$175.4K)
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares3,795 from 3,941
Change-146 (-4%)
Value$876.8K (-$80.8K)
Filed 2026-11-05
Fermata Advisors, LLC
DECREASED
Shares3,781 from 4,100
Change-319 (-8%)
Value$873.5K (-$122.7K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares3,736 from 2,755
Change+981 (+36%)
Value$863.1K (+$193.6K)
Filed 2026-11-06
Westhampton Capital, LLC
INCREASED
Shares3,727 from 3,710
Change+17 (+0%)
Value$861.0K (-$40.4K)
Filed 2026-10-30
Berkeley, Inc
DECREASED
Shares3,717 from 3,793
Change-76 (-2%)
Value$858.6K (-$63.1K)
Filed 2026-10-20
GFS Advisors, LLC
DECREASED
Shares3,693 from 3,728
Change-35 (-1%)
Value$853.0K (-$5.6M)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares3,691 from 3,783
Change-92 (-2%)
Value$852.7K (-$66.5K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
DECREASED
Shares3,665 from 3,876
Change-211 (-5%)
Value$846.7K (-$95.1K)
Filed 2026-10-07
Investmark Advisory Group LLC
INCREASED
Shares3,634 from 2,747
Change+887 (+32%)
Value$839.8K (+$172.4K)
Filed 2026-10-27
Valmark Advisers, Inc.
INCREASED
Shares3,622 from 2,880
Change+742 (+26%)
Value$836.8K (+$137.0K)
Filed 2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED
Shares3,614 from 3,614
Change0 (0%)
Value$834.9K (-$43.2K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$832.9K (-$43.1K)
Filed 2026-10-16
Agate Pass Investment Management, LLC
INCREASED
Shares3,594 from 3,503
Change+91 (+3%)
Value$830.3K (-$20.9K)
Filed 2026-10-20
Chesley Taft & Associates LLC
UNCHANGED
Shares3,587 from 3,587
Change0 (0%)
Value$828.7K (-$42.9K)
Filed 2026-10-13
Willner & Heller, LLC
DECREASED
Shares3,570 from 3,887
Change-317 (-8%)
Value$824.9K (-$119.6K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares3,569 from 3,939
Change-370 (-9%)
Value$824.5K (-$132.6K)
Filed 2026-10-09
TPG Advisors LLC
INCREASED
Shares3,560 from 1,778
Change+1,782 (+100%)
Value$822.5K (+$390.5K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares3,558 from 2,625
Change+933 (+36%)
Value$822.0K (+$184.2K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
DECREASED
Shares3,557 from 3,590
Change-33 (-1%)
Value$821.8K (-$50.5K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
INCREASED
Shares3,534 from 3,506
Change+28 (+1%)
Value$816.5K (-$39.8K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,524
Change+3,524
Value$814.2K
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares3,520 from 3,695
Change-175 (-5%)
Value$813.2K (-$84.6K)
Filed 2026-11-03
Greykasell Wealth Strategies, Inc.
INCREASED
Shares3,484 from 3,481
Change+3 (+0%)
Value$804.9K (-$41.0K)
Filed 2026-11-09
BCS Wealth Management
DECREASED
Shares3,443 from 3,536
Change-93 (-3%)
Value$795.6K (-$63.6K)
Filed 2026-11-03
LightSquare Wealth Management, LLC
DECREASED
Shares3,442 from 3,691
Change-249 (-7%)
Value$795.1K (-$101.7K)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares3,417 from 2,103
Change+1,314 (+62%)
Value$789.4K (+$278.5K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
DECREASED
Shares3,391 from 3,764
Change-373 (-10%)
Value$783.4K (-$131.2K)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares3,387 from 3,372
Change+15 (+0%)
Value$782.6K (-$36.8K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED
Shares3,336 from 3,264
Change+72 (+2%)
Value$770.7K (-$22.4K)
Filed 2026-10-23
Sightline Wealth Advisors, LLC
DECREASED
Shares3,334 from 3,692
Change-358 (-10%)
Value$770.2K (-$127.0K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares3,330 from 3,494
Change-164 (-5%)
Value$769.3K (-$79.7K)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares3,315 from 3,293
Change+22 (+1%)
Value$765.9K (-$34.3K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
DECREASED
Shares3,303 from 3,308
Change-5 (0%)
Value$808.9K (+$5.1K)
Filed 2026-11-02
Sage Investment Counsel LLC
DECREASED
Shares3,274 from 3,293
Change-19 (-1%)
Value$756.5K (-$43.8K)
Filed 2026-10-26
Koenig Investment Advisory, LLC
DECREASED
Shares3,262 from 3,312
Change-50 (-2%)
Value$753.7K (-$51.0K)
Filed 2026-10-09
AlTi Global, Inc.
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$745.4K (-$38.5K)
Filed 2026-11-09
Astra Wealth Partners LLC
UNCHANGED
Shares3,222 from 3,222
Change0 (0%)
Value$744.4K (-$38.5K)
Filed 2026-11-06
Exchange Bank
INCREASED
Shares3,200 from 2,791
Change+409 (+15%)
Value$739.3K (+$61.1K)
Filed 2026-10-07
Wealth Management Nebraska
INCREASED
Shares3,188 from 3,142
Change+46 (+1%)
Value$736.6K (-$26.8K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
NEW
Shares3,183
Change+3,183
Value$783.2K
Filed 2026-11-05
LJI Wealth Management, LLC
INCREASED
Shares3,171 from 3,103
Change+68 (+2%)
Value$732.6K (-$21.4K)
Filed 2026-10-28
Stage Harbor Financial, LLC
UNCHANGED
Shares3,156 from 3,156
Change0 (0%)
Value$729.1K (-$37.7K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares3,134
Change+3,134
Value$724.0K
Filed 2026-10-19
Downshift Financial, LLC
INCREASED
Shares3,115 from 3,106
Change+9 (+0%)
Value$719.7K (-$35.0K)
Filed 2026-10-13
Envision Financial LLC
DECREASED
Shares3,108 from 12,227
Change-9,119 (-75%)
Value$884.1K (-$2.1M)
Filed 2026-10-15
Traynor Capital Management, Inc.
INCREASED
Shares3,099 from 3,065
Change+34 (+1%)
Value$715.9K (-$28.9K)
Filed 2026-10-29
Busey Bank
DECREASED
Shares3,091 from 3,127
Change-36 (-1%)
Value$714.1K (-$45.7K)
Filed 2026-10-26
Tennessee Valley Asset Management Partners
DECREASED
Shares3,078 from 3,103
Change-25 (-1%)
Value$711.1K (-$42.9K)
Filed 2026-11-03
Prairie Advisory, LLC
DECREASED
Shares3,076 from 6,212
Change-3,136 (-50%)
Value$710.6K (-$798.8K)
Filed 2026-10-19
GLR Partners, LLC
DECREASED
Shares3,059 from 3,352
Change-293 (-9%)
Value$706.7K (-$107.8K)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares3,056 from 3,121
Change-65 (-2%)
Value$706.0K (-$52.3K)
Filed 2026-10-23
Legacies Wealth LLC
UNCHANGED
Shares3,036 from 3,036
Change0 (0%)
Value$701.4K (-$36.3K)
Filed 2026-11-02
Bestgate Wealth Advisors, LLC
DECREASED
Shares3,035 from 3,617
Change-582 (-16%)
Value$701.2K (-$177.7K)
Filed 2026-10-13
Woodside Wealth Management LLC
INCREASED
Shares3,029 from 3,009
Change+20 (+1%)
Value$699.8K (-$31.4K)
Filed 2026-10-16
Avant Financial Advisors LLC
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$697.2K (-$36.1K)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares2,996 from 4,971
Change-1,975 (-40%)
Value$692.2K (-$515.7K)
Filed 2026-10-21
truNorth Financial Services, Inc.
DECREASED
Shares2,993 from 3,430
Change-437 (-13%)
Value$691.4K (-$142.0K)
Filed 2026-11-06
Roble, Belko & Company, Inc
INCREASED
Shares2,978 from 2,963
Change+15 (+1%)
Value$688 (-$719.3K)
Filed 2026-11-09
Droms Strauss Advisors Inc
DECREASED
Shares2,960 from 3,014
Change-54 (-2%)
Value$683.8K (-$48.7K)
Filed 2026-11-03
RHS Financial, LLC
UNCHANGED
Shares2,942 from 2,942
Change0 (0%)
Value$679.7K (-$35.3K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares2,922 from 3,190
Change-268 (-8%)
Value$675.1K (-$100.0K)
Filed 2026-10-20
OFS Enterprise LLC
DECREASED
Shares2,909 from 3,280
Change-371 (-11%)
Value$672.1K (-$124.9K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED
Shares2,897 from 2,911
Change-14 (0%)
Value$669.3K (-$38.1K)
Filed 2026-10-22
Gibson Capital, LLC
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$669.1K (-$34.6K)
Filed 2026-10-23
K2 Financial Inc.
DECREASED
Shares2,884 from 2,916
Change-32 (-1%)
Value$676.9K (-$33.1K)
Filed 2026-10-26
Elevated Financial Group LLC
DECREASED
Shares2,876 from 2,941
Change-65 (-2%)
Value$664.5K (-$50.1K)
Filed 2026-10-16
Eagle Rock Investment Company, LLC
DECREASED
Shares2,850 from 2,878
Change-28 (-1%)
Value$658.5K (-$40.9K)
Filed 2026-10-21
Centurion Wealth Management LLC
INCREASED
Shares2,849 from 2,847
Change+2 (+0%)
Value$658.3K (-$33.6K)
Filed 2026-10-13
Provident Living Financial Services, Inc.
DECREASED
Shares2,845 from 2,865
Change-20 (-1%)
Value$692.6K (-$3.6K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares2,843 from 2,876
Change-33 (-1%)
Value$665.1K (-$33.7K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares2,833 from 3,090
Change-257 (-8%)
Value$654.4K (-$96.4K)
Filed 2026-10-26
ERn Financial, LLC
DECREASED
Shares2,822 from 2,869
Change-47 (-2%)
Value$652.0K (-$45.2K)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$650.7K (-$33.7K)
Filed 2026-10-14
FWG Investments, Llc.
INCREASED
Shares2,806 from 2,803
Change+3 (+0%)
Value$648.2K (-$32.8K)
Filed 2026-11-03
Essential Planning, Llc.
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$647.1K (-$33.5K)
Filed 2026-10-21
Merited Wealth, LLC
DECREASED
Shares2,799 from 3,024
Change-225 (-7%)
Value$646.7K (-$88.0K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,794 from 2,734
Change+60 (+2%)
Value$645.5K (-$18.8K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED
Shares2,730 from 3,084
Change-354 (-11%)
Value$630.6K (-$118.8K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
DECREASED
Shares2,674 from 2,711
Change-37 (-1%)
Value$617.8K (-$41.0K)
Filed 2026-10-21
Strathmore Capital Advisors, Inc.
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$646.7K (-$4.1K)
Filed 2026-11-09
Wedbush Securities Inc
DECREASED
Shares2,673 from 5,142
Change-2,469 (-48%)
Value$618 (-$1.2M)
Filed 2026-10-22
Aviso Wealth Management
DECREASED
Shares2,664 from 2,733
Change-69 (-3%)
Value$615.4K (-$48.9K)
Filed 2026-11-04
Lakewood Asset Management LLC
INCREASED
Shares2,664 from 2,613
Change+51 (+2%)
Value$615.6K (-$19.3K)
Filed 2026-10-26
TFO Wealth Partners, LLC
DECREASED
Shares2,653 from 2,705
Change-52 (-2%)
Value$613.0K (-$44.4K)
Filed 2026-11-09
Hoxton Planning & Management, LLC
DECREASED
Shares2,651 from 2,791
Change-140 (-5%)
Value$612.4K (-$65.7K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$612.1K (-$31.7K)
Filed 2026-10-29
DeLarme Wealth Management, Inc.
INCREASED
Shares2,631 from 2,464
Change+167 (+7%)
Value$607.8K (+$9.1K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
INCREASED
Shares2,629 from 1,943
Change+686 (+35%)
Value$607.4K (+$135.2K)
Filed 2026-10-28
Smith Thornton Advisors LLC
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$601.1K (-$28.0K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares2,599 from 2,635
Change-36 (-1%)
Value$600.4K (-$39.8K)
Filed 2026-10-28
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares2,596 from 2,596
Change0 (0%)
Value$599.9K (-$31.0K)
Filed 2026-11-06
Maseco LLP
INCREASED
Shares2,577 from 2,382
Change+195 (+8%)
Value$595.0K (+$16.4K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
INCREASED
Shares2,570 from 2,567
Change+3 (+0%)
Value$593.7K (-$30.1K)
Filed 2026-10-22
Guardian Wealth Management, Inc.
INCREASED
Shares2,567 from 2,547
Change+20 (+1%)
Value$593.2K (-$25.9K)
Filed 2026-10-30
Univest Financial Corp
DECREASED
Shares2,564 from 2,603
Change-39 (-1%)
Value$592.3K (-$40.2K)
Filed 2026-11-05
HighPoint Advisor Group LLC
INCREASED
Shares2,560 from 2,459
Change+101 (+4%)
Value$591.5K (-$6.1K)
Filed 2026-11-09
Quarry Hill Advisors, LLC
INCREASED
Shares2,558 from 2,550
Change+8 (+0%)
Value$591.0K (-$28.7K)
Filed 2026-11-04
Diversified Trust Co
DECREASED
Shares2,548 from 2,721
Change-173 (-6%)
Value$588.7K (-$72.6K)
Filed 2026-11-06
Hardin Capital Partners, LLC
INCREASED
Shares2,534 from 2,301
Change+233 (+10%)
Value$585.5K (+$25.3K)
Filed 2026-10-09
Selective Wealth Management, Inc.
DECREASED
Shares2,526 from 2,531
Change-5 (0%)
Value$599.3K (-$18.6K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$582.7K (-$30.2K)
Filed 2026-10-29
First National Bank Sioux Falls
INCREASED
Shares2,519 from 2,514
Change+5 (+0%)
Value$582.0K (+$8.1K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
DECREASED
Shares2,510 from 2,553
Change-43 (-2%)
Value$579.9K (-$40.5K)
Filed 2026-10-09
McMill Wealth Management
UNCHANGED
Shares2,492 from 2,492
Change0 (0%)
Value$575.7K (-$29.8K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares2,466 from 2,536
Change-70 (-3%)
Value$569.7K (-$46.5K)
Filed 2026-10-23
Collaborative Wealth Managment Inc.
INCREASED
Shares2,460 from 2,406
Change+54 (+2%)
Value$568.4K (-$16.3K)
Filed 2026-11-06
WoodTrust Financial Corp
DECREASED
Shares2,456 from 2,647
Change-191 (-7%)
Value$567 (-$642.4K)
Filed 2026-10-09
West Branch Capital LLC
DECREASED
Shares2,454 from 2,907
Change-453 (-16%)
Value$566.9K (-$139.4K)
Filed 2026-10-20
Legacy Private Trust Co.
INCREASED
Shares2,423 from 2,351
Change+72 (+3%)
Value$559.8K (-$11.5K)
Filed 2026-10-06
Burling Wealth Partners, LLC
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$555.9K (-$28.8K)
Filed 2026-11-09
Sovran Advisors, LLC
INCREASED
Shares2,392 from 2,371
Change+21 (+1%)
Value$585.8K (-$2.5K)
Filed 2026-11-02
Rinkey Investments
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$552.6K (-$28.6K)
Filed 2026-10-28
Accredited Investors Inc.
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$550.5K (-$28.5K)
Filed 2026-11-03
Manuka Financial, LLC
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$549.8K (-$28.5K)
Filed 2026-10-16
Tactive Advisors, LLC
DECREASED
Shares2,372 from 2,603
Change-231 (-9%)
Value$548.0K (-$84.6K)
Filed 2026-10-08
Family Investment Center, Inc.
DECREASED
Shares2,360 from 2,486
Change-126 (-5%)
Value$545.3K (-$58.8K)
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares2,356 from 2,355
Change+1 (+0%)
Value$544.2K (-$28.1K)
Filed 2026-10-14
Cypress Point Wealth Management, LLC
DECREASED
Shares2,355 from 2,379
Change-24 (-1%)
Value$544.0K (-$34.2K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,348 from 2,402
Change-54 (-2%)
Value$542.5K (-$41.1K)
Filed 2026-10-19
Roffman Miller Associates Inc
INCREASED
Shares2,343 from 2,336
Change+7 (+0%)
Value$541.2K (-$26.5K)
Filed 2026-10-19
Camelot Technology Advisors, Inc.
INCREASED
Shares2,336 from 2,333
Change+3 (+0%)
Value$539.8K (-$27.2K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
INCREASED
Shares2,323 from 2,283
Change+40 (+2%)
Value$536.5K (-$18.0K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$536.7K (-$27.8K)
Filed 2026-10-26
Staley Capital Advisers Inc
UNCHANGED
Shares2,311 from 2,311
Change0 (0%)
Value$533.9K (-$27.6K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares2,304 from 2,311
Change-7 (0%)
Value$532.3K (-$29.3K)
Filed 2026-10-29
Landmark Wealth Management, LLC
DECREASED
Shares2,258 from 2,264
Change-6 (0%)
Value$521.7K (-$28.5K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares2,252 from 2,527
Change-275 (-11%)
Value$520.3K (-$93.7K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares2,250 from 2,410
Change-160 (-7%)
Value$519.8K (-$65.8K)
Filed 2026-10-14
Essential Partners LLC
INCREASED
Shares2,247 from 2,164
Change+83 (+4%)
Value$519.1K (-$6.7K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
INCREASED
Shares2,231 from 2,151
Change+80 (+4%)
Value$539.7K (+$17.0K)
Filed 2026-11-09
Fidelity D & D Bancorp Inc
DECREASED
Shares2,223 from 2,239
Change-16 (-1%)
Value$513.6K (-$30.5K)
Filed 2026-11-05
IPG Investment Advisors LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$510.8K (-$26.4K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,200 from 2,197
Change+3 (+0%)
Value$508.3K (-$25.5K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$506.2K (-$26.2K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares2,188 from 2,169
Change+19 (+1%)
Value$505.5K (-$21.6K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares2,181 from 2,180
Change+1 (+0%)
Value$503.9K (-$26.0K)
Filed 2026-10-02
Fisher Asset Management, LLC
DECREASED
Shares2,178 from 2,222
Change-44 (-2%)
Value$503.3K (-$36.8K)
Filed 2026-11-06
Align Financial, LLC
DECREASED
Shares2,173 from 2,178
Change-5 (0%)
Value$502.0K (-$27.2K)
Filed 2026-10-16
Life Planning Partners, Inc
DECREASED
Shares2,172 from 3,557
Change-1,385 (-39%)
Value$501.8K (-$362.5K)
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares2,172 from 2,421
Change-249 (-10%)
Value$501.8K (-$86.4K)
Filed 2026-10-27
Curated Wealth Partners LLC
INCREASED
Shares2,167 from 1,629
Change+538 (+33%)
Value$500.6K (+$104.9K)
Filed 2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares2,150 from 2,147
Change+3 (+0%)
Value$496.8K (-$24.8K)
Filed 2026-10-09
Ariadne Wealth Management, LP
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$495.6K (-$25.7K)
Filed 2026-11-06
Narus Financial Partners, LLC
DECREASED
Shares2,139 from 2,366
Change-227 (-10%)
Value$494.2K (-$80.7K)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares2,138 from 2,170
Change-32 (-1%)
Value$493.9K (-$33.3K)
Filed 2026-10-22
Quartz Partners, LLC
NEW
Shares2,128
Change+2,128
Value$491.7K
Filed 2026-11-03
Doliver Advisors, LP
INCREASED
Shares2,125 from 2,108
Change+17 (+1%)
Value$490.9K (-$21.3K)
Filed 2026-10-01
Nottingham Advisors, Inc.
INCREASED
Shares2,119 from 2,116
Change+3 (+0%)
Value$492.7K (-$19.8K)
Filed 2026-10-29
Retirement Financial Solutions, LLC
INCREASED
Shares2,116 from 2,022
Change+94 (+5%)
Value$488.8K (-$2.5K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
DECREASED
Shares2,110 from 2,437
Change-327 (-13%)
Value$487.4K (-$104.7K)
Filed 2026-10-21
Evermay Wealth Management LLC
DECREASED
Shares2,102 from 2,263
Change-161 (-7%)
Value$485.7K (-$64.3K)
Filed 2026-11-05
Iowa State Bank
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$484.9K (-$25.1K)
Filed 2026-10-06
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares2,094 from 2,131
Change-37 (-2%)
Value$483.8K (-$34.0K)
Filed 2026-10-07
Greenhouse Wealth Management, LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$480.5K (-$24.9K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,079 from 2,299
Change-220 (-10%)
Value$480.4K (-$78.3K)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$478.6K (-$24.7K)
Filed 2026-10-16
Financial Futures Ltd Liability Co.
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$476.0K (-$24.6K)
Filed 2026-10-13
Atticus Wealth Management, LLC
DECREASED
Shares2,049 from 2,380
Change-331 (-14%)
Value$473.3K (-$104.9K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares2,044 from 2,109
Change-65 (-3%)
Value$472.3K (-$40.2K)
Filed 2026-10-22
Apeiron RIA LLC
NEW
Shares2,043
Change+2,043
Value$475.0K
Filed 2026-10-08
Meredith Wealth Planning
INCREASED
Shares2,042 from 1,447
Change+595 (+41%)
Value$471.8K (+$120.2K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares2,040 from 1,112
Change+928 (+83%)
Value$471.2K (+$201.1K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
DECREASED
Shares2,025 from 2,742
Change-717 (-26%)
Value$467 (-$665.5K)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$467.6K (-$24.2K)
Filed 2026-10-15
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$467.1K (-$24.2K)
Filed 2026-11-04
GreatBanc Trust Co
DECREASED
Shares2,015 from 2,045
Change-30 (-1%)
Value$465.5K (-$31.4K)
Filed 2026-11-04
Ballentine Capital Advisors, Inc
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$463.8K (-$24.0K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares1,980 from 1,979
Change+1 (+0%)
Value$457.4K (-$23.4K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$456.9K (-$23.6K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares1,972 from 2,069
Change-97 (-5%)
Value$455.6K (-$47.2K)
Filed 2026-10-26
Gemmer Asset Management LLC
INCREASED
Shares1,970 from 1,966
Change+4 (+0%)
Value$455.2K (-$22.5K)
Filed 2026-10-16
Forum Financial Management, LP
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$455.2K (-$23.6K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$454.2K (-$23.5K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares1,965 from 1,010
Change+955 (+95%)
Value$453.8K (+$208.4K)
Filed 2026-10-21
Grand Wealth Management, LLC
INCREASED
Shares1,961 from 1,951
Change+10 (+1%)
Value$453.0K (-$20.9K)
Filed 2026-11-09
Elevation Wealth Partners, LLC
DECREASED
Shares1,959 from 2,019
Change-60 (-3%)
Value$452.7K (-$38.0K)
Filed 2026-10-07
Encompass Wealth Advisors, LLC
INCREASED
Shares1,956 from 960
Change+996 (+104%)
Value$451.9K (+$218.6K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$451.7K (-$23.4K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares1,953 from 1,873
Change+80 (+4%)
Value$451.2K (-$3.9K)
Filed 2026-10-21
South Shore Capital Advisors
DECREASED
Shares1,945 from 1,979
Change-34 (-2%)
Value$449.4K (-$31.5K)
Filed 2026-10-20
Investment Insight Wealth Management, LLC
INCREASED
Shares1,943 from 1,941
Change+2 (+0%)
Value$448.9K (-$22.8K)
Filed 2026-10-30
Community Bank, N.A.
DECREASED
Shares1,928 from 2,928
Change-1,000 (-34%)
Value$445.4K (-$266.0K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares1,922 from 2,235
Change-313 (-14%)
Value$444.0K (-$99.0K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares1,918 from 1,986
Change-68 (-3%)
Value$443.1K (-$39.4K)
Filed 2026-10-08
Skyline Advisors, Inc.
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$441.4K (-$22.9K)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$441.2K (-$22.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares1,906 from 2,097
Change-191 (-9%)
Value$444.5K (-$64.9K)
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares1,894 from 401
Change+1,493 (+372%)
Value$437.5K (+$338.9K)
Filed 2026-10-30
Florida Financial Advisors, LLC
NEW
Shares1,893
Change+1,893
Value$437.2K
Filed 2026-11-09
SeedSafe Financial LLC
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$437.3K (-$22.6K)
Filed 2026-11-02
Quadrant Capital Group LLC
UNCHANGED
Shares1,887 from 1,887
Change0 (0%)
Value$444.6K (-$13.9K)
Filed 2026-10-20
Richmond Investment Services, LLC
INCREASED
Shares1,882 from 1,558
Change+324 (+21%)
Value$434.7K (+$56.1K)
Filed 2026-10-29
Uptown Financial Advisors LLC
INCREASED
Shares1,878 from 1,788
Change+90 (+5%)
Value$433.9K (-$592)
Filed 2026-10-15
HBK Sorce Advisory LLC
INCREASED
Shares1,878 from 1,864
Change+14 (+1%)
Value$454.5K (-$11.2K)
Filed 2026-11-06
Dala Group, LLC
INCREASED
Shares1,870 from 1,572
Change+298 (+19%)
Value$432.0K (+$49.9K)
Filed 2026-10-29
MKD Wealth Coaches, LLC
NEW
Shares1,860
Change+1,860
Value$429.7K
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares1,854 from 1,621
Change+233 (+14%)
Value$428.3K (+$35.0K)
Filed 2026-10-14
Ridgewood Investments LLC
DECREASED
Shares1,848 from 1,861
Change-13 (-1%)
Value$426.9K (-$25.3K)
Filed 2026-10-05
Argentarii, LLC
DECREASED
Shares1,844 from 1,879
Change-35 (-2%)
Value$426.1K (-$43.0K)
Filed 2026-10-28
Thayer Partners, LLC / MA
INCREASED
Shares1,843 from 1,840
Change+3 (+0%)
Value$425.8K (-$21.4K)
Filed 2026-11-06
CGC Financial Services, LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$425.3K (-$22.0K)
Filed 2026-10-13
Solutions 4 Wealth, Ltd
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$425.3K (-$22.0K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares1,838 from 1,702
Change+136 (+8%)
Value$424.6K (+$11.2K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares1,823 from 1,666
Change+157 (+9%)
Value$420.9K (+$15.9K)
Filed 2026-11-03
Next Level Private LLC
DECREASED
Shares1,808 from 1,827
Change-19 (-1%)
Value$417.7K (-$26.2K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,806 from 1,604
Change+202 (+13%)
Value$417.5K (+$27.6K)
Filed 2026-10-29
Cypress Wealth Services, LLC
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$424.4K (-$13.9K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares1,802
Change+1,802
Value$416.3K
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares1,779 from 1,753
Change+26 (+1%)
Value$410.9K (-$15.0K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
DECREASED
Shares1,776 from 1,791
Change-15 (-1%)
Value$410 (-$25)
Filed 2026-10-27
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$410.1K (-$21.2K)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares1,774 from 1,951
Change-177 (-9%)
Value$409.8K (-$64.2K)
Filed 2026-10-20
Old North State Wealth Management, LLC
INCREASED
Shares1,774 from 1,763
Change+11 (+1%)
Value$411.1K (-$18.2K)
Filed 2026-10-22
NWF Advisory Services Inc.
INCREASED
Shares1,774 from 1,773
Change+1 (+0%)
Value$409.8K (-$21.1K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
INCREASED
Shares1,767 from 1,672
Change+95 (+6%)
Value$408.2K (+$2.0K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares1,763 from 1,824
Change-61 (-3%)
Value$407.3K (-$35.9K)
Filed 2026-10-16
Cutler Investment Counsel LLC
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$407.3K (-$21.1K)
Filed 2026-10-28
Vista Capital Partners, Inc.
INCREASED
Shares1,746 from 1,743
Change+3 (+0%)
Value$403.4K (-$20.3K)
Filed 2026-11-06
Berman McAleer LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$401.1K (-$20.8K)
Filed 2026-10-16
MB, Levis & Associates, LLC
DECREASED
Shares1,730 from 1,759
Change-29 (-2%)
Value$399.7K (-$27.9K)
Filed 2026-10-16
Outbound Financial Inc
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$399.0K (-$20.7K)
Filed 2026-10-13
Cove Private Wealth, LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$398.5K (-$20.6K)
Filed 2026-10-28
Synergy Asset Management, LLC
INCREASED
Shares1,717 from 1,490
Change+227 (+15%)
Value$396.7K (+$34.6K)
Filed 2026-11-05
Seed Wealth Management, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$392.8K (-$20.3K)
Filed 2026-10-20
New England Private Wealth Advisors LLC
INCREASED
Shares1,698 from 1,691
Change+7 (+0%)
Value$392.3K (-$20.6K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$391.6K (-$20.3K)
Filed 2026-10-23
BWM Planning, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$382.4K (-$19.8K)
Filed 2026-11-09
JAG Capital Management, LLC
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$382.4K (-$19.8K)
Filed 2026-11-06
SBK Financial, Inc.
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$382.1K (-$19.8K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
DECREASED
Shares1,653 from 1,675
Change-22 (-1%)
Value$382.0K (-$25.1K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
INCREASED
Shares1,649 from 1,336
Change+313 (+23%)
Value$380.9K (+$56.3K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares1,634 from 1,571
Change+63 (+4%)
Value$377.5K (-$4.2K)
Filed 2026-10-28
Advocate Group LLC
INCREASED
Shares1,605 from 1,184
Change+421 (+36%)
Value$370.8K (+$83.1K)
Filed 2026-10-19
Paulson Wealth Management Inc.
DECREASED
Shares1,604 from 2,141
Change-537 (-25%)
Value$370.6K (-$149.5K)
Filed 2026-11-02
Milestone Asset Management Group, LLC
INCREASED
Shares1,604 from 1,552
Change+52 (+3%)
Value$370.7K (-$6.3K)
Filed 2026-10-20
Marco Investment Management LLC
INCREASED
Shares1,597 from 1,593
Change+4 (+0%)
Value$369.0K (-$18.1K)
Filed 2026-11-09
AA Financial Advisors, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$368.0K (-$19.1K)
Filed 2026-10-19
Eastern Bank
INCREASED
Shares1,589 from 1,509
Change+80 (+5%)
Value$367.1K (+$435)
Filed 2026-10-05
North Capital, Inc.
INCREASED
Shares1,578 from 1,571
Change+7 (+0%)
Value$371.8K (-$9.9K)
Filed 2026-10-16
Bonfire Financial
INCREASED
Shares1,557 from 1,517
Change+40 (+3%)
Value$359.6K (-$9.1K)
Filed 2026-11-06
Net Worth Advisory Group
INCREASED
Shares1,546 from 1,488
Change+58 (+4%)
Value$359.3K (-$2.2K)
Filed 2026-10-20
Columbia Asset Management
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$355.9K (-$18.4K)
Filed 2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$354.9K (-$18.4K)
Filed 2026-10-28
LWM Advisors Inc
INCREASED
Shares1,532 from 1,509
Change+23 (+2%)
Value$353.9K (-$12.7K)
Filed 2026-10-08
Procyon Advisors, LLC
INCREASED
Shares1,528 from 1,424
Change+104 (+7%)
Value$353.0K (+$6.9K)
Filed 2026-10-21
Penobscot Wealth Management
DECREASED
Shares1,525 from 1,565
Change-40 (-3%)
Value$352.4K (-$27.8K)
Filed 2026-10-21
Guidance Capital, Inc
DECREASED
Shares1,511 from 1,575
Change-64 (-4%)
Value$371.8K (-$15.2K)
Filed 2026-11-03
My Personal CFO, LLC
INCREASED
Shares1,507 from 1,504
Change+3 (+0%)
Value$348.2K (-$17.2K)
Filed 2026-10-14
New Hampshire Trust
DECREASED
Shares1,506 from 1,596
Change-90 (-6%)
Value$347.9K (-$39.9K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares1,501 from 1,531
Change-30 (-2%)
Value$346.7K (-$25.3K)
Filed 2026-10-13
Invested Advisors
INCREASED
Shares1,500 from 848
Change+652 (+77%)
Value$346.5K (+$140.5K)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares1,500 from 1,470
Change+30 (+2%)
Value$346.4K (-$10.9K)
Filed 2026-10-13
Luminvest Wealth Management LLC
NEW
Shares1,494
Change+1,494
Value$345.1K
Filed 2026-10-14
Vestia Personal Wealth Advisors
DECREASED
Shares1,492 from 1,494
Change-2 (0%)
Value$344.7K (-$18.4K)
Filed 2026-10-20
Solstein Capital, LLC
INCREASED
Shares1,485 from 1,478
Change+7 (+0%)
Value$343.0K (-$16.2K)
Filed 2026-11-02
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$348.7K (-$5.3K)
Filed 2026-10-15
Kendall Capital Management
INCREASED
Shares1,475 from 1,323
Change+152 (+11%)
Value$340.8K (+$19.3K)
Filed 2026-10-23
Lazari Capital Management, Inc.
INCREASED
Shares1,471 from 1,465
Change+6 (+0%)
Value$339.9K (-$16.0K)
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares1,470 from 1,465
Change+5 (+0%)
Value$339.5K (-$16.5K)
Filed 2026-10-15
Salus Financial Advisors, LLC
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$339.2K (-$17.6K)
Filed 2026-10-20
Melfa Wealth Management, Inc.
INCREASED
Shares1,465 from 1,463
Change+2 (+0%)
Value$338.4K (-$17.0K)
Filed 2026-11-06
KDK Private Wealth Management, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$337.3K (-$17.5K)
Filed 2026-11-03
Appleton Partners Inc
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$336 (-$353.7K)
Filed 2026-10-30
Axim Planning & Wealth
DECREASED
Shares1,455 from 1,548
Change-93 (-6%)
Value$336.0K (-$40.2K)
Filed 2026-10-28
Sterling Investment Counsel, LLC
DECREASED
Shares1,454 from 1,757
Change-303 (-17%)
Value$335.9K (-$91.0K)
Filed 2026-10-19
Horizon Financial Services, LLC
INCREASED
Shares1,452 from 1,333
Change+119 (+9%)
Value$335.5K (+$11.6K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares1,444 from 1,438
Change+6 (+0%)
Value$333.8K (-$15.7K)
Filed 2026-10-23
Altiora Financial Group, LLC
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$332.9K (-$17.2K)
Filed 2026-11-04
Lantz Financial LLC
INCREASED
Shares1,440 from 910
Change+530 (+58%)
Value$332.7K (+$111.6K)
Filed 2026-10-15
71 West Capital Partners
NEW
Shares1,435
Change+1,435
Value$331.6K
Filed 2026-11-04
Roman Butler Fullerton & Co
INCREASED
Shares1,434 from 1,433
Change+1 (+0%)
Value$337.8K (-$8.7K)
Filed 2026-10-27
Park Edge Advisors, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$330.6K (-$17.1K)
Filed 2026-10-28
BCR Wealth Strategies, LLC
DECREASED
Shares1,425 from 1,517
Change-92 (-6%)
Value$329.2K (-$38.8K)
Filed 2026-11-06
Holland Advisory Services, Inc.
INCREASED
Shares1,425 from 1,422
Change+3 (+0%)
Value$329.2K (-$16.4K)
Filed 2026-10-26
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$329.2K (-$17.0K)
Filed 2026-11-03
Yoder Wealth Management, Inc.
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$328.8K (-$17.0K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$326.4K (-$16.9K)
Filed 2026-10-20
Sage Financial Management Group, Inc.
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$324.8K (-$16.8K)
Filed 2026-11-06
Finward Bancorp
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$324.8K (-$16.8K)
Filed 2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,404 from 1,282
Change+122 (+10%)
Value$324.4K (+$12.9K)
Filed 2026-11-05
Wescott Financial Advisory Group, LLC
DECREASED
Shares1,402 from 3,239
Change-1,837 (-57%)
Value$324.0K (-$463.0K)
Filed 2026-11-09
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$319.8K (-$16.6K)
Filed 2026-10-16
Titleist Asset Management, LLC
INCREASED
Shares1,372 from 1,226
Change+146 (+12%)
Value$317.0K (+$19.2K)
Filed 2026-10-08
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,369 from 1,363
Change+6 (+0%)
Value$316.3K (-$14.9K)
Filed 2026-10-09
Milestone Investment Advisors LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$315.6K (-$16.3K)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares1,364 from 1,390
Change-26 (-2%)
Value$315.1K (-$22.6K)
Filed 2026-11-06
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$312.6K (-$16.2K)
Filed 2026-10-20
Montis Financial, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$309.6K (-$16.0K)
Filed 2026-11-04
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$305.7K (-$15.8K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
DECREASED
Shares1,296 from 1,477
Change-181 (-12%)
Value$299.4K (-$59.5K)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$298.7K (-$15.5K)
Filed 2026-11-02
Wealth Quarterback LLC
DECREASED
Shares1,287 from 1,294
Change-7 (-1%)
Value$297.3K (-$17.2K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$297.3K (-$15.4K)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
DECREASED
Shares1,278 from 1,281
Change-3 (0%)
Value$295.3K (-$16.0K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares1,277 from 1,326
Change-49 (-4%)
Value$298.6K (-$23.6K)
Filed 2026-10-09
Iams Wealth Management, LLC
INCREASED
Shares1,271 from 1,264
Change+7 (+1%)
Value$293.8K (-$13.5K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$292.5K (-$15.1K)
Filed 2026-10-14
Fell Capital Management
DECREASED
Shares1,264 from 1,314
Change-50 (-4%)
Value$292.0K (-$27.3K)
Filed 2026-10-09
Ti-Trust, Inc
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$291.8K (-$15.1K)
Filed 2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares1,253 from 1,248
Change+5 (+0%)
Value$289.5K (-$13.6K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,245 from 1,244
Change+1 (+0%)
Value$288 (-$253.8K)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
INCREASED
Shares1,243 from 1,238
Change+5 (+0%)
Value$287.3K (-$13.5K)
Filed 2026-10-21
Winthrop Advisory Group LLC
INCREASED
Shares1,242 from 1,231
Change+11 (+1%)
Value$286.8K (-$12.4K)
Filed 2026-10-22
Crumly & Associates Inc.
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$286.9K (-$14.9K)
Filed 2026-10-07
Merrithew & Thorsten Inc
INCREASED
Shares1,241 from 1,135
Change+106 (+9%)
Value$286.7K (+$11.7K)
Filed 2026-11-06
Lexington Hill Partners, LLC
INCREASED
Shares1,237 from 1,232
Change+5 (+0%)
Value$285.8K (-$13.5K)
Filed 2026-10-13
Ares Financial Consulting, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$285.8K (-$14.7K)
Filed 2026-10-19
Stewardship Advisors, LLC
DECREASED
Shares1,235 from 1,769
Change-534 (-30%)
Value$285.3K (-$144.5K)
Filed 2026-10-20
Retiremitten Financial LLC
INCREASED
Shares1,226 from 1,021
Change+205 (+20%)
Value$295.4K (+$47.3K)
Filed 2026-11-05
First Citizens Bank & Trust Co
NEW
Shares1,224
Change+1,224
Value$282.8K
Filed 2026-10-14
Intelligence Driven Advisers, LLC
INCREASED
Shares1,223 from 1,218
Change+5 (+0%)
Value$282.7K (-$13.3K)
Filed 2026-10-09
Independent Wealth Network Inc.
DECREASED
Shares1,222 from 1,406
Change-184 (-13%)
Value$282.3K (-$59.4K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
INCREASED
Shares1,220 from 1,219
Change+1 (+0%)
Value$287.4K (-$3.8K)
Filed 2026-10-21
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$281.2K (-$14.6K)
Filed 2026-11-06
15 Wealth Advisors LLC
NEW
Shares1,213
Change+1,213
Value$280.2K
Filed 2026-10-14
Integral Investment Advisors, Inc.
DECREASED
Shares1,212 from 1,237
Change-25 (-2%)
Value$280.0K (-$20.6K)
Filed 2026-11-03
Insight 2811, Inc.
NEW
Shares1,208
Change+1,208
Value$279.1K
Filed 2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$278.9K (-$13.3K)
Filed 2026-10-13
Highland Investment Advisors LLC
INCREASED
Shares1,205 from 1,167
Change+38 (+3%)
Value$278.3K (-$5.2K)
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares1,201 from 1,195
Change+6 (+1%)
Value$277.6K (-$12.9K)
Filed 2026-11-02
Kroeger Financial Partners
DECREASED
Shares1,192 from 1,210
Change-18 (-1%)
Value$275.4K (-$18.6K)
Filed 2026-10-19
Accurate Wealth Management, LLC
DECREASED
Shares1,186 from 1,425
Change-239 (-17%)
Value$279.4K (-$65.5K)
Filed 2026-10-20
Welch & Forbes LLC
NEW
Shares1,182
Change+1,182
Value$273.1K
Filed 2026-11-04
SilverOak Wealth Management LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$272.8K (-$14.1K)
Filed 2026-10-29
Romano Brothers and Company
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$271.5K (-$14.1K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares1,173 from 1,904
Change-731 (-38%)
Value$271.1K (-$191.6K)
Filed 2026-10-23
Certuity, LLC
INCREASED
Shares1,172 from 1,153
Change+19 (+2%)
Value$270.7K (-$9.4K)
Filed 2026-11-02
Philadelphia Investment Partners, LLC
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$270.7K (-$14.0K)
Filed 2026-11-09
Murphy Pohlad Asset Management LLC
INCREASED
Shares1,166 from 1,092
Change+74 (+7%)
Value$269.5K (+$4.1K)
Filed 2026-10-22
Lauterbach Financial Advisors, LLC
INCREASED
Shares1,160 from 1,117
Change+43 (+4%)
Value$268.0K (-$3.4K)
Filed 2026-10-21
Semitam Bonam LLC
DECREASED
Shares1,159 from 1,630
Change-471 (-29%)
Value$267.7K (-$128.5K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
INCREASED
Shares1,155 from 1,040
Change+115 (+11%)
Value$266.7K (+$14.0K)
Filed 2026-10-22
Ehrlich Financial Group
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$265.7K (-$13.8K)
Filed 2026-10-20
Bayban
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$279.4K ($0)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares1,148 from 1,163
Change-15 (-1%)
Value$265.1K (-$17.4K)
Filed 2026-10-07
N.E.W. Advisory Services LLC
INCREASED
Shares1,145 from 1,141
Change+4 (+0%)
Value$264.5K (-$12.9K)
Filed 2026-11-09
Granville Capital, Inc.
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$263.8K (-$13.7K)
Filed 2026-11-05
Veratis Advisors, Inc.
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$263.7K (-$13.6K)
Filed 2026-11-03
Keener Financial Planning LLC
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$262.9K (-$13.1K)
Filed 2026-11-06
Nikulski Financial, Inc.
DECREASED
Shares1,135 from 3,077
Change-1,942 (-63%)
Value$262.3K (-$485.5K)
Filed 2026-11-06
First Premier Bank
INCREASED
Shares1,129 from 910
Change+219 (+24%)
Value$261 (+$40)
Filed 2026-10-13
Pearl Planning LLC
DECREASED
Shares1,113 from 1,483
Change-370 (-25%)
Value$257.1K (-$103.2K)
Filed 2026-10-13
Omega Financial Group, LLC
DECREASED
Shares1,112 from 1,127
Change-15 (-1%)
Value$257.0K (-$16.8K)
Filed 2026-10-29
Austin Wealth Management, LLC
DECREASED
Shares1,106 from 1,261
Change-155 (-12%)
Value$258.7K (-$49.0K)
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares1,105 from 1,095
Change+10 (+1%)
Value$255.4K (-$10.8K)
Filed 2026-10-13
Defined Wealth Management, LLC
DECREASED
Shares1,105 from 1,110
Change-5 (0%)
Value$255.2K (-$14.4K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares1,104 from 2,392
Change-1,288 (-54%)
Value$255 (-$580.7K)
Filed 2026-10-23
Chapman Financial Group, LLC
DECREASED
Shares1,104 from 1,134
Change-30 (-3%)
Value$255.1K (-$20.5K)
Filed 2026-10-26
Liberty Capital Management, Inc.
DECREASED
Shares1,102 from 1,112
Change-10 (-1%)
Value$254.6K (-$15.6K)
Filed 2026-11-02
Daviman Financial, LLC
DECREASED
Shares1,100 from 1,109
Change-9 (-1%)
Value$254.2K (-$15.3K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares1,099 from 1,039
Change+60 (+6%)
Value$253.9K (+$1.4K)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares1,098 from 1,027
Change+71 (+7%)
Value$253.7K (+$4.1K)
Filed 2026-11-03
Element Pointe Advisors, LLC
INCREASED
Shares1,090 from 1,004
Change+86 (+9%)
Value$251.8K (+$7.9K)
Filed 2026-10-21
RFG Holdings, Inc.
INCREASED
Shares1,087 from 1,085
Change+2 (+0%)
Value$251.3K (-$12.4K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$251.1K (-$13.0K)
Filed 2026-11-03
BAR Harbor Wealth Management
NEW
Shares1,086
Change+1,086
Value$250.9K
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares1,081 from 1,041
Change+40 (+4%)
Value$251.4K (-$1.3K)
Filed 2026-11-02
Cidel Asset Management Inc
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$248.4K (-$12.9K)
Filed 2026-10-29
Beacon Financial Planning, Inc
DECREASED
Shares1,062 from 1,146
Change-84 (-7%)
Value$245.4K (-$33.1K)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$243.7K (-$12.6K)
Filed 2026-10-14
MBL Wealth, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$243.3K (-$12.6K)
Filed 2026-10-22
4Wealth Advisors, Inc.
INCREASED
Shares1,052 from 1,042
Change+10 (+1%)
Value$245.3K (-$8.0K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares1,052 from 1,049
Change+3 (+0%)
Value$243.0K (-$11.9K)
Filed 2026-10-26
Post Resch Tallon Group Inc.
INCREASED
Shares1,047 from 978
Change+69 (+7%)
Value$241.9K (+$4.2K)
Filed 2026-10-09
Cottage Street Advisors LLC
DECREASED
Shares1,042 from 1,051
Change-9 (-1%)
Value$240.7K (-$14.6K)
Filed 2026-10-19
Cypress Financial Planning LLC
DECREASED
Shares1,042 from 1,043
Change-1 (0%)
Value$240.7K (-$12.7K)
Filed 2026-10-09
Balboa Wealth Partners
DECREASED
Shares1,039 from 1,198
Change-159 (-13%)
Value$240.0K (-$51.1K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares1,039 from 1,047
Change-8 (-1%)
Value$240.0K (-$14.1K)
Filed 2026-10-29
Obermeyer Wealth Partners
DECREASED
Shares1,024 from 1,094
Change-70 (-6%)
Value$236.6K (-$29.3K)
Filed 2026-10-21
RAM Investment Partners, LLC
INCREASED
Shares1,022 from 1,017
Change+5 (+0%)
Value$236.1K (-$11.2K)
Filed 2026-10-21
Pinkerton Wealth, LLC
NEW
Shares1,018
Change+1,018
Value$235.2K
Filed 2026-10-29
True Freedom Investing, LLC
NEW
Shares1,018
Change+1,018
Value$235.2K
Filed 2026-10-29
Straight Path Wealth Management
DECREASED
Shares1,018 from 1,097
Change-79 (-7%)
Value$235.2K (-$31.4K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,013 from 1,038
Change-25 (-2%)
Value$233.9K (-$18.2K)
Filed 2026-10-06
Washington Trust Bank
NEW
Shares1,012
Change+1,012
Value$233.8K
Filed 2026-11-03
Holos Integrated Wealth LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$237.9K (-$6.9K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,007 from 1,003
Change+4 (+0%)
Value$232.7K (-$11.0K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares1,002 from 908
Change+94 (+10%)
Value$231.4K (+$10.8K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
DECREASED
Shares1,002 from 1,095
Change-93 (-8%)
Value$231.5K (-$34.6K)
Filed 2026-11-04
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,001 from 996
Change+5 (+1%)
Value$231.2K (-$10.9K)
Filed 2026-10-29
Seven Mile Advisory
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$231.0K (-$12.0K)
Filed 2026-10-22
Aquire Wealth Advisors, LLC
INCREASED
Shares993 from 974
Change+19 (+2%)
Value$229.4K (-$7.4K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares992 from 1,117
Change-125 (-11%)
Value$229.2K (-$42.2K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares989 from 987
Change+2 (+0%)
Value$228.5K (-$11.2K)
Filed 2026-10-26
Tanager Wealth Management LLP
INCREASED
Shares987 from 838
Change+149 (+18%)
Value$228.0K (+$24.4K)
Filed 2026-10-19
Western Reserve Capital Management, LLC
INCREASED
Shares984 from 983
Change+1 (+0%)
Value$227.3K (-$11.5K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares983 from 1,319
Change-336 (-25%)
Value$227.1K (-$93.4K)
Filed 2026-10-27
TAGStone Capital, Inc.
DECREASED
Shares978 from 992
Change-14 (-1%)
Value$226.0K (-$15.1K)
Filed 2026-11-09
Evensky & Katz LLC
INCREASED
Shares977 from 973
Change+4 (+0%)
Value$226 (-$236.8K)
Filed 2026-10-27
Horst & Graben Wealth Management LLC
INCREASED
Shares976 from 971
Change+5 (+1%)
Value$225.4K (-$10.4K)
Filed 2026-11-02
Artesa Financial Group, LLC
INCREASED
Shares966 from 931
Change+35 (+4%)
Value$223.2K (-$3.1K)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares963 from 972
Change-9 (-1%)
Value$222.5K (-$13.7K)
Filed 2026-10-28
McLean Asset Management Corp
INCREASED
Shares963 from 958
Change+5 (+1%)
Value$232.9K (-$1.3K)
Filed 2026-11-06
jvl associates llc
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$222.5K (-$11.5K)
Filed 2026-10-09
Innovative Wealth Building LLC
INCREASED
Shares954 from 948
Change+6 (+1%)
Value$220.3K (-$10.0K)
Filed 2026-10-14
White Wing Wealth Management
DECREASED
Shares953 from 972
Change-19 (-2%)
Value$220.2K (-$15.9K)
Filed 2026-11-09
Ledyard National Bank
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$219.5K (-$11.4K)
Filed 2026-10-21
Quantum Financial Planning Services, Inc.
DECREASED
Shares948 from 980
Change-32 (-3%)
Value$219.1K (-$19.0K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares947 from 1,252
Change-305 (-24%)
Value$218.8K (-$85.4K)
Filed 2026-10-08
Schulz Wealth, Ltd.
INCREASED
Shares947 from 932
Change+15 (+2%)
Value$218.8K (-$7.8K)
Filed 2026-11-03
Carmel Capital Partners, LLC
DECREASED
Shares946 from 949
Change-3 (0%)
Value$218.5K (-$12.1K)
Filed 2026-11-03
Ipsen Advisor Group LLC
DECREASED
Shares945 from 946
Change-1 (0%)
Value$218.4K (-$11.6K)
Filed 2026-10-29
Tillman Hartley LLC
DECREASED
Shares945 from 946
Change-1 (0%)
Value$218.5K (-$11.5K)
Filed 2026-11-06
WPG Advisers, LLC
DECREASED
Shares937 from 1,021
Change-84 (-8%)
Value$216.5K (-$31.6K)
Filed 2026-10-27
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$214.9K (-$11.1K)
Filed 2026-10-27
RW Investment Management LLC
DECREASED
Shares928 from 941
Change-13 (-1%)
Value$214.5K (-$14.2K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$213.9K (-$11.1K)
Filed 2026-10-21
Brian LOW Financial Group, LLC
DECREASED
Shares919 from 920
Change-1 (0%)
Value$212.5K (-$11.0K)
Filed 2026-10-28
American State Bank (Iowa)
INCREASED
Shares917 from 913
Change+4 (+0%)
Value$211.8K (-$10.1K)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
DECREASED
Shares916 from 937
Change-21 (-2%)
Value$211.6K (-$16.1K)
Filed 2026-10-13
Verisail Partners, LLC
INCREASED
Shares914 from 903
Change+11 (+1%)
Value$211.2K (-$8.3K)
Filed 2026-10-19
Donaldson Capital Management, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$210.3K (-$10.9K)
Filed 2026-11-09
Legacy Bridge, LLC
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$209.8K (-$10.9K)
Filed 2026-10-28
Kaizen Financial Strategies
NEW
Shares907
Change+907
Value$209.6K
Filed 2026-10-09
Silver OAK Wealth Advisors Services, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$209.0K (-$10.8K)
Filed 2026-11-09
Schear Investment Advisers, LLC
NEW
Shares900
Change+900
Value$207.9K
Filed 2026-10-14
Tempo Wealth, LLC
NEW
Shares900
Change+900
Value$207.9K
Filed 2026-10-14
Financial Planning Hawaii, Inc.
NEW
Shares899
Change+899
Value$207.7K
Filed 2026-10-13
RCS Financial Planning, LLC
DECREASED
Shares897 from 1,165
Change-268 (-23%)
Value$207.2K (-$75.8K)
Filed 2026-10-14
Venture Visionary Partners LLC
NEW
Shares893
Change+893
Value$206.3K
Filed 2026-10-07
Marin Bay Wealth Advisors, LLC
INCREASED
Shares892 from 889
Change+3 (+0%)
Value$206.3K (-$9.8K)
Filed 2026-10-28
Accredited Investor Services, LLC
DECREASED
Shares891 from 936
Change-45 (-5%)
Value$205.8K (-$21.6K)
Filed 2026-10-22
Beacon Financial Group
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$204.0K (-$10.6K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares880 from 877
Change+3 (+0%)
Value$203.4K (-$9.6K)
Filed 2026-11-04
CogentBlue Wealth Advisors, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$203.3K (-$10.5K)
Filed 2026-10-09
BAM Wealth Management, LLC
NEW
Shares878
Change+878
Value$202.8K
Filed 2026-10-15
Sigma Investment Counselors Inc
INCREASED
Shares876 from 851
Change+25 (+3%)
Value$202.3K (-$4.4K)
Filed 2026-10-27
Inman Jager Wealth Management, LLC
DECREASED
Shares873 from 939
Change-66 (-7%)
Value$201.7K (-$26.5K)
Filed 2026-11-05
Bare Financial Services, Inc
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$201.7K (-$10.4K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
NEW
Shares872
Change+872
Value$201.4K
Filed 2026-11-02
TT Capital Management LLC
INCREASED
Shares872 from 865
Change+7 (+1%)
Value$201.5K (-$8.7K)
Filed 2026-10-15
Entrust Financial LLC
DECREASED
Shares869 from 886
Change-17 (-2%)
Value$200.8K (-$14.6K)
Filed 2026-11-04
Ullmann Wealth Partners Group, LLC
INCREASED
Shares869 from 868
Change+1 (+0%)
Value$200.7K (-$10.2K)
Filed 2026-11-02
Helium Advisors LLC
INCREASED
Shares866 from 862
Change+4 (+0%)
Value$200.0K (-$9.4K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$195.0K (-$10.1K)
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$195.0K (-$10.1K)
Filed 2026-10-05
Kennebec Savings Bank
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$188.8K (-$9.8K)
Filed 2026-10-22
Arcadia Investment Advisors LLC
UNCHANGED
Shares811 from 811
Change0 (0%)
Value$187.4K (-$9.7K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
NEW
Shares796
Change+796
Value$183.9K
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares791 from 793
Change-2 (0%)
Value$182.7K (-$9.9K)
Filed 2026-10-16
10Elms LLP
DECREASED
Shares706 from 723
Change-17 (-2%)
Value$163.1K (-$12.6K)
Filed 2026-11-06
Colony Family Offices, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$160.3K (-$8.3K)
Filed 2026-10-22
Fairscale Capital, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$165.3K (+$306)
Filed 2026-11-04
Atwood & Palmer Inc
INCREASED
Shares651 from 451
Change+200 (+44%)
Value$150.3K (+$40.8K)
Filed 2026-10-08
Transce3nd, LLC
INCREASED
Shares635 from 118
Change+517 (+438%)
Value$152.0K (+$123.4K)
Filed 2026-10-26
MV Capital Management, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$146.2K (-$7.6K)
Filed 2026-10-29
Thompson Investment Management, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$146.2K (-$7.6K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$137.0K (-$7.1K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
INCREASED
Shares587 from 585
Change+2 (+0%)
Value$135.6K (-$6.5K)
Filed 2026-10-23
Insight Inv LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$135.2K (-$7.0K)
Filed 2026-10-27
Lowe Brockenbrough & Co Inc
INCREASED
Shares578 from 96
Change+482 (+502%)
Value$133.5K (+$110.2K)
Filed 2026-11-09
Hantz Financial Services, Inc.
INCREASED
Shares565 from 558
Change+7 (+1%)
Value$131 (-$135.9K)
Filed 2026-11-09
Ascentis Independent Advisors
INCREASED
Shares550 from 24
Change+526 (+2192%)
Value$127.1K (+$121.2K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares539
Change+539
Value$124.4K
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares534 from 317
Change+217 (+68%)
Value$123.4K (+$46.3K)
Filed 2026-11-05
Wagner Wealth Management, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$116.0K (-$6.0K)
Filed 2026-10-21
SYM Financial Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$115.5K (-$6.0K)
Filed 2026-10-26
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$116 (-$120.9K)
Filed 2026-11-02
Torren Management, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$115.2K (-$6.0K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares491
Change+491
Value$113.5K
Filed 2026-10-27
Mascoma Wealth Management LLC
NEW
Shares472
Change+472
Value$109.0K
Filed 2026-10-23
Atlantic Private Wealth, LLC
DECREASED
Shares464 from 479
Change-15 (-3%)
Value$107.3K (-$9.2K)
Filed 2026-11-09
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares450 from 545
Change-95 (-17%)
Value$104.0K (-$28.5K)
Filed 2026-10-07
Bfsg, LLC
INCREASED
Shares440 from 414
Change+26 (+6%)
Value$101.8K (+$1.1K)
Filed 2026-10-30
Hurley Capital, LLC
DECREASED
Shares435 from 550
Change-115 (-21%)
Value$100.6K (-$33.1K)
Filed 2026-11-05
Old Second National Bank of Aurora
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$98.9K (-$5.1K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$98.3K (-$5.1K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares407 from 406
Change+1 (+0%)
Value$94.1K (-$4.6K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares403 from 2,035
Change-1,632 (-80%)
Value$93.1K (-$401.4K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$92.7K (-$4.4K)
Filed 2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$92.4K (-$4.8K)
Filed 2026-10-13
Manchester Capital Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$92.4K (-$4.8K)
Filed 2026-10-22
Rossmore Private Capital
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$92.4K (-$4.8K)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$90.8K (-$4.7K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares384 from 484
Change-100 (-21%)
Value$88.8K (-$28.8K)
Filed 2026-10-13
American Capital Advisory, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$86.6K (-$4.5K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$85.5K (-$4.4K)
Filed 2026-10-27
Addison Advisors LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$85.3K (-$4.4K)
Filed 2026-11-06
Strive Financial Group,LLC
INCREASED
Shares365 from 255
Change+110 (+43%)
Value$84.3K (+$22.4K)
Filed 2026-11-09
Gen-Wealth Partners Inc
INCREASED
Shares349 from 347
Change+2 (+1%)
Value$80.7K (-$3.7K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$79.7K (-$4.1K)
Filed 2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$80.2K (-$3.5K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$77.9K (-$4.0K)
Filed 2026-10-23
Breakwater Investment Management
DECREASED
Shares321 from 323
Change-2 (-1%)
Value$74.2K (-$4.3K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$73.0K (-$3.8K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
INCREASED
Shares314 from 306
Change+8 (+3%)
Value$72.5K (-$1.8K)
Filed 2026-10-09
West Paces Advisors Inc.
INCREASED
Shares314 from 313
Change+1 (+0%)
Value$72.7K (-$3.5K)
Filed 2026-10-13
SJS Investment Consulting Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$68.8K (-$3.6K)
Filed 2026-10-26
Investors Research Corp
DECREASED
Shares291 from 341
Change-50 (-15%)
Value$67.2K (-$15.6K)
Filed 2026-10-07
Alerus Financial NA
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$63.3K (-$3.3K)
Filed 2026-11-09
UMB Private Wealth Management, LLC
NEW
Shares269
Change+269
Value$62.1K
Filed 2026-10-19
Next Level Wealth Planning, LLC
NEW
Shares260
Change+260
Value$60.1K
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$56.6K (-$2.9K)
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$56.6K (-$2.9K)
Filed 2026-10-22
Adirondack Trust Co
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$54.5K (-$2.8K)
Filed 2026-10-14
Beacon Financial Strategies Corp
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$54.3K (-$2.8K)
Filed 2026-10-14
Horrell Capital Management, Inc.
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$53.6K (-$2.8K)
Filed 2026-10-08
NBH Bank
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$52.0K (-$2.7K)
Filed 2026-11-05
Centerpoint Advisors, LLC
NEW
Shares223
Change+223
Value$51
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$49.4K (-$2.6K)
Filed 2026-10-29
Peachtree Investment Partners, LLC
INCREASED
Shares208 from 207
Change+1 (+0%)
Value$48.0K (-$2.4K)
Filed 2026-11-05
DeDora Capital, Inc.
NEW
Shares202
Change+202
Value$46.7K
Filed 2026-10-26
Tounjian Advisory Partners, LLC
NEW
Shares191
Change+191
Value$44.1K
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$43.4K (-$2.2K)
Filed 2026-10-26
Key Capital Management, Inc
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$42.3K (-$2.2K)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$41.7K (-$2.0K)
Filed 2026-11-02
Putney Financial Group LLC
NEW
Shares168
Change+168
Value$38.8K
Filed 2026-10-30
Toth Financial Advisory Corp
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$38.8K (-$2.0K)
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares156
Change+156
Value$36.0K
Filed 2026-10-30
PlanVest Financial, Inc
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$35.1K (-$1.8K)
Filed 2026-11-09
Gleason Group, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$32.2K (-$1.5K)
Filed 2026-10-15
MilWealth Group LLC
INCREASED
Shares134 from 100
Change+34 (+34%)
Value$31.0K (+$6.7K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares127 from 182
Change-55 (-30%)
Value$29.3K (-$14.9K)
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$28.9K (-$1.5K)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$28.6K (-$1.5K)
Filed 2026-10-09
Barclays PLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$27.7K (-$1.4K)
Filed 2026-11-06
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$27.3K (-$1.4K)
Filed 2026-11-09
Country Trust Bank
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$26.3K (-$1.4K)
Filed 2026-10-30
Wealth Analytics Partners, LLC
NEW
Shares113
Change+113
Value$26.1K
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares112 from 12
Change+100 (+833%)
Value$25.9K (+$23.0K)
Filed 2026-10-23
Fairman Group, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$25.8K (-$1.3K)
Filed 2026-10-26
Sunrise Financial Services, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$25.6K (-$1.3K)
Filed 2026-10-21
Private Wealth Management Group, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$25.3K (-$1.3K)
Filed 2026-10-19
Planning Strategies Inc.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$25.2K (-$1.3K)
Filed 2026-10-02
Cheviot Value Management, LLC
NEW
Shares100
Change+100
Value$23.1K
Filed 2026-11-09
Blume Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$23.1K (-$1.2K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$22.4K (-$1.2K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares92 from 91
Change+1 (+1%)
Value$21.1K (-$996)
Filed 2026-10-29
Albion Financial Group
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$21.0K (-$1.1K)
Filed 2026-10-21
Valley Wealth Managers, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$20.5K (-$1.0K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares87 from 705
Change-618 (-88%)
Value$20.1K (-$151.3K)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$20.2K (-$1.0K)
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$18.0K (-$933)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$17.3K (-$897)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
DECREASED
Shares72 from 77
Change-5 (-6%)
Value$16.6K (-$2.1K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares71 from 65
Change+6 (+9%)
Value$16.4K (+$631)
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$15.9K (-$825)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$14.6K (-$753)
Filed 2026-10-16
Noble Wealth Management PBC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.9K (-$717)
Filed 2026-10-01
Mycio Wealth Partners, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$13.6K (-$642)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares56 from 73
Change-17 (-23%)
Value$12.9K (-$4.8K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$12.9K (-$670)
Filed 2026-10-21
Valued Wealth Advisors LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$12.9K (-$665)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares55
Change+55
Value$12.7K
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$12.5K (-$645)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares53 from 106
Change-53 (-50%)
Value$12.2K (-$13.5K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$12.2K (-$633)
Filed 2026-11-03
Viewpoint Capital Management LLC
NEW
Shares50
Change+50
Value$11.6K
Filed 2026-10-27
Nfsg Corp
DECREASED
Shares50 from 53
Change-3 (-6%)
Value$11.6K (-$1.3K)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$11.3K (-$587)
Filed 2026-10-08
Navigoe, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$11 ($0)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED
Shares47 from 32
Change+15 (+47%)
Value$10.9K (+$3.1K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$10.8K (-$558)
Filed 2026-10-28
Armor Investment Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$10.6K (-$551)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares43 from 3
Change+40 (+1333%)
Value$10.1K (+$9.3K)
Filed 2026-11-04
Pioneer Family Office, LLC
NEW
Shares42
Change+42
Value$9.8K
Filed 2026-10-30
Clearstead Trust, LLC
INCREASED
Shares42 from 18
Change+24 (+133%)
Value$9.7K (+$5.3K)
Filed 2026-11-06
Coston, McIsaac & Partners
INCREASED
Shares41 from 15
Change+26 (+173%)
Value$9.5K (+$9.5K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$9.5K (-$491)
Filed 2026-10-28
Walsh & Associates, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$9.2K (-$478)
Filed 2026-11-09
Wells Financial Advisors Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$9.0K (-$467)
Filed 2026-11-02
Steph & Co
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.5K (-$443)
Filed 2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.5K (-$442)
Filed 2026-10-20
First Community Trust NA
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.5K (-$443)
Filed 2026-10-07
J. R. Prunier Capital Management LLC
INCREASED
Shares36 from 35
Change+1 (+3%)
Value$8.2K (-$387)
Filed 2026-11-09
Frankly Finances, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.3K (-$431)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.1K (-$419)
Filed 2026-10-13
DecisionPoint Financial, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.9K (-$349)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares32
Change+32
Value$7.3K
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares32
Change+32
Value$7.4K
Filed 2026-10-09
KFG LLC
NEW
Shares31
Change+31
Value$7.2K
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares30 from 61
Change-31 (-51%)
Value$6.9K (-$7.9K)
Filed 2026-10-28
Sankala Group LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.9K (-$498)
Filed 2026-11-09
Blueline Advisors LLC
INCREASED
Shares28 from 24
Change+4 (+17%)
Value$6.5K (+$638)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$6.9K (+$52)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares26
Change+26
Value$6.0K
Filed 2026-10-13
Essential Investment Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.8K (-$299)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.9K (-$304)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.9K (-$278)
Filed 2026-10-20
Central Pacific Bank - Trust Division
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.5K (-$287)
Filed 2026-10-06
First Pacific Financial
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.6K (-$262)
Filed 2026-10-14
Concord Wealth Partners
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.9K (-$251)
Filed 2026-11-02
Axiom Investment Management LLC
NEW
Shares20
Change+20
Value$4.6K
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares20 from 9
Change+11 (+122%)
Value$4.6K (+$2.4K)
Filed 2026-11-04
Winch Advisory Services, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.6K (-$239)
Filed 2026-11-06
Security National Bank
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.4K (-$227)
Filed 2026-10-26
Activest Wealth Management
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.4K (-$228)
Filed 2026-10-15
Costello Asset Management, Inc
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.4K (-$208)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.2K (-$215)
Filed 2026-10-15
Networth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.5K (-$165)
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.2K (-$149)
Filed 2026-10-19
Livelsberger Financial Advisory
NEW
Shares12
Change+12
Value$2.8K
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares12
Change+12
Value$2.7K
Filed 2026-10-13
Ashton Thomas Securities, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$144)
Filed 2026-10-26
James T. Borello RIA
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$144)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$144)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares10
Change+10
Value$2.3K
Filed 2026-11-02
Darwin Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.1K (-$99)
Filed 2026-11-09
Quaker Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.1K (-$107)
Filed 2026-10-22
Bullock Wealth Management Group
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.2K (-$85)
Filed 2026-10-09
Kentucky Trust Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (-$84)
Filed 2026-10-15
Prudent Man Investment Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (+$135)
Filed 2026-11-03
Centennial Bank
DECREASED
Shares6 from 35
Change-29 (-83%)
Value$1.4K (-$7.1K)
Filed 2026-11-09
Clark Wealth Partners
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.4K (-$71)
Filed 2026-10-19
RMG Wealth Management LLC
NEW
Shares5
Change+5
Value$1.2K
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$60)
Filed 2026-11-04
Spurstone Advisory Services, LLC
DECREASED
Shares3 from 5
Change-2 (-40%)
Value$697 (-$517)
Filed 2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$232 (-$11)
Filed 2026-10-23
Fourpath Capital Management, LLC
CLOSED
Shares0 from 27,447
Change-27,447 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-19
KPP Advisory Services LLC
CLOSED
Shares0 from 12,707
Change-12,707 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-26
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 7,612
Change-7,612 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-21
Principal Financial Group Inc
CLOSED
Shares0 from 4,267
Change-4,267 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-02
Grange Capital, LLC
CLOSED
Shares0 from 4,158
Change-4,158 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 3,087
Change-3,087 (-100%)
Value$0 (-$750.1K)
Filed 2026-10-16
Anderson Hoagland & Co
CLOSED
Shares0 from 2,881
Change-2,881 (-100%)
Value$0 (-$700.1K)
Filed 2026-10-23
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 2,636
Change-2,636 (-100%)
Value$0 (-$640.5K)
Filed 2026-10-09
Hall Capital Management Co Inc
CLOSED
Shares0 from 1,962
Change-1,962 (-100%)
Value$0 (-$476.7K)
Filed 2026-11-09
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,926
Change-1,926 (-100%)
Value$0 (-$468.0K)
Filed 2026-10-26
XXI Wealth, LLC
CLOSED
Shares0 from 1,311
Change-1,311 (-100%)
Value$0 (-$318.6K)
Filed 2026-10-22
Legacy Advisors, LLC
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$300.1K)
Filed 2026-10-19
Park Place Capital Corp
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$299.9K)
Filed 2026-11-09
Andrews, Lucia Wealth Management LLC
CLOSED
Shares0 from 1,160
Change-1,160 (-100%)
Value$0 (-$281.9K)
Filed 2026-11-02
World Equity Group, Inc.
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$274.8K)
Filed 2026-10-14
West Bancorporation Inc
CLOSED
Shares0 from 1,111
Change-1,111 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-29
LongView Wealth Management
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$251.0K)
Filed 2026-10-19
Vaughan David Investments LLC
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$231.0K)
Filed 2026-11-05
Maia Wealth LLC
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-13
Redmond Asset Management, LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-27
Fiduciary Alliance LLC
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-27
Opus Financial Solutions LLC
CLOSED
Shares0 from 908
Change-908 (-100%)
Value$0 (-$220.6K)
Filed 2026-11-06
Sierra Ocean, LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$219.1K)
Filed 2026-11-03
Allegheny Financial Group
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-05
Camelot Portfolios, LLC
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$214.6K)
Filed 2026-11-09
Iron Financial LLC
CLOSED
Shares0 from 882
Change-882 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-23
Hengehold Capital Management LLC
CLOSED
Shares0 from 876
Change-876 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 858
Change-858 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-22
Altus Wealth Group LLC
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-20
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-22
LifeGuide Financial Advisors, LLC
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-20
Bull Oak Capital, LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-23
FSA Investment Group, LLC
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-07
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-14
Financial Harvest, LLC
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-15
Evolution Advisers, Inc.
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$148.0K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$110.6K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$114.6K)
Filed 2026-10-16
Mechanics Financial Corp
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$97.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$87.7K)
Filed 2026-10-13
Salem Investment Counselors Inc
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$86.9K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$72.4K)
Filed 2026-10-29
Tower View Wealth Management LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$41.7K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$34.5K)
Filed 2026-10-15
Heritage Wealth Advisors
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$29.2K)
Filed 2026-11-09
CNB Bank
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-09
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-26
Northstar Asset Management Co
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-22
Hanson & Doremus Investment Management
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$3)
Filed 2026-10-16
Kings Path Partners LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$242)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 13,679,532
Change-13,679,532 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,863,641
Change-3,863,641 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,812,964
Change-2,812,964 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,676,389
Change-1,676,389 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,593,329
Change-1,593,329 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,515,431
Change-1,515,431 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,466,671
Change-1,466,671 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,294,112
Change-1,294,112 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,201,689
Change-1,201,689 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,035,273
Change-1,035,273 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,025,471
Change-1,025,471 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 854,208
Change-854,208 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 833,299
Change-833,299 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 761,123
Change-761,123 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 702,244
Change-702,244 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 675,077
Change-675,077 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 639,128
Change-639,128 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 617,562
Change-617,562 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 535,469
Change-535,469 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 509,083
Change-509,083 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 485,216
Change-485,216 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 474,531
Change-474,531 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 468,410
Change-468,410 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 385,819
Change-385,819 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 379,798
Change-379,798 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 367,336
Change-367,336 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 324,328
Change-324,328 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 312,605
Change-312,605 (-100%)
Value—
Stephens Inc
N/A
Shares— from 302,916
Change-302,916 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 297,518
Change-297,518 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 290,690
Change-290,690 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 282,251
Change-282,251 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 261,253
Change-261,253 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 258,163
Change-258,163 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 248,766
Change-248,766 (-100%)
Value—
WIT, LLC
N/A
Shares— from 242,389
Change-242,389 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 226,097
Change-226,097 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 223,617
Change-223,617 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 217,250
Change-217,250 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 196,061
Change-196,061 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 187,080
Change-187,080 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 184,376
Change-184,376 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 181,462
Change-181,462 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 174,818
Change-174,818 (-100%)
Value—
FMR LLC
N/A
Shares— from 167,237
Change-167,237 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 160,911
Change-160,911 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,217
Change-158,217 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 155,199
Change-155,199 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 152,687
Change-152,687 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 150,058
Change-150,058 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 139,983
Change-139,983 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 139,326
Change-139,326 (-100%)
Value—
&partners
N/A
Shares— from 125,363
Change-125,363 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 124,520
Change-124,520 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 122,757
Change-122,757 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 117,555
Change-117,555 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 114,999
Change-114,999 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 114,613
Change-114,613 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 107,366
Change-107,366 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 105,958
Change-105,958 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 102,774
Change-102,774 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 95,773
Change-95,773 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 89,148
Change-89,148 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 88,819
Change-88,819 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 87,560
Change-87,560 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 86,349
Change-86,349 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 84,814
Change-84,814 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 79,492
Change-79,492 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 74,105
Change-74,105 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,339
Change-73,339 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 70,397
Change-70,397 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 70,187
Change-70,187 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 68,723
Change-68,723 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 67,900
Change-67,900 (-100%)
Value—
Blair William & Co
N/A
Shares— from 67,544
Change-67,544 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 67,451
Change-67,451 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 66,949
Change-66,949 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 65,357
Change-65,357 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 64,781
Change-64,781 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 63,065
Change-63,065 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 60,849
Change-60,849 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 59,556
Change-59,556 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 58,628
Change-58,628 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 57,812
Change-57,812 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 56,505
Change-56,505 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 51,593
Change-51,593 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 51,111
Change-51,111 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 50,727
Change-50,727 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 49,609
Change-49,609 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,902
Change-48,902 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 48,560
Change-48,560 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 47,757
Change-47,757 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 46,917
Change-46,917 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 46,486
Change-46,486 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 46,086
Change-46,086 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 46,002
Change-46,002 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 44,539
Change-44,539 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 43,533
Change-43,533 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 42,630
Change-42,630 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 42,341
Change-42,341 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 42,150
Change-42,150 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 40,611
Change-40,611 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 39,970
Change-39,970 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 39,653
Change-39,653 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 38,430
Change-38,430 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 37,015
Change-37,015 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 36,336
Change-36,336 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 35,853
Change-35,853 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 35,813
Change-35,813 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 35,241
Change-35,241 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 35,143
Change-35,143 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 34,568
Change-34,568 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,539
Change-34,539 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 34,384
Change-34,384 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 33,871
Change-33,871 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 33,225
Change-33,225 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 30,374
Change-30,374 (-100%)
Value—
Boston Partners
N/A
Shares— from 29,901
Change-29,901 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 29,538
Change-29,538 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 29,103
Change-29,103 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 28,578
Change-28,578 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 28,483
Change-28,483 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 28,035
Change-28,035 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 27,930
Change-27,930 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 27,691
Change-27,691 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 27,325
Change-27,325 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 27,170
Change-27,170 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 26,660
Change-26,660 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 26,176
Change-26,176 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 25,925
Change-25,925 (-100%)
Value—
Commerce Bank
N/A
Shares— from 25,262
Change-25,262 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 25,216
Change-25,216 (-100%)
Value—
Obsido Oy
N/A
Shares— from 25,193
Change-25,193 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,168
Change-25,168 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 24,882
Change-24,882 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,814
Change-24,814 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 24,048
Change-24,048 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 23,880
Change-23,880 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 23,659
Change-23,659 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,913
Change-22,913 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 22,173
Change-22,173 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 21,490
Change-21,490 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 21,023
Change-21,023 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 20,761
Change-20,761 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,112
Change-20,112 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 19,983
Change-19,983 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 19,917
Change-19,917 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 19,860
Change-19,860 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 19,775
Change-19,775 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,304
Change-19,304 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 19,226
Change-19,226 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 18,638
Change-18,638 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 17,627
Change-17,627 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 17,626
Change-17,626 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 17,588
Change-17,588 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 17,498
Change-17,498 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,061
Change-17,061 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,865
Change-16,865 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,712
Change-16,712 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 16,695
Change-16,695 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,668
Change-16,668 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 16,395
Change-16,395 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,242
Change-16,242 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,109
Change-16,109 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 15,304
Change-15,304 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,286
Change-15,286 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 14,235
Change-14,235 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 13,484
Change-13,484 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 12,665
Change-12,665 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 12,564
Change-12,564 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 12,265
Change-12,265 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,195
Change-12,195 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,030
Change-12,030 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 11,463
Change-11,463 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,795
Change-10,795 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,511
Change-10,511 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 10,153
Change-10,153 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 10,029
Change-10,029 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,933
Change-9,933 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 9,216
Change-9,216 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 8,412
Change-8,412 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 7,812
Change-7,812 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,418
Change-6,418 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 6,047
Change-6,047 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
American Trust
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Integrated Wealthcare, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
United Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 993
Change-993 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 956
Change-956 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 949
Change-949 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 937
Change-937 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 920
Change-920 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 733
Change-733 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 678
Change-678 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 615
Change-615 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 600
Change-600 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 588
Change-588 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 565
Change-565 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 521
Change-521 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 350
Change-350 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 338
Change-338 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 273
Change-273 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 50
Change-50 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 47
Change-47 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 34
Change-34 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 7
Change-7 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Assetmark, Inc
DECREASED4,458,0824,872,925-414,843-9%$1.2B$1.0B-$154.1M2026-10-21
Aspiriant, LLC
DECREASED1,741,2091,745,538-4,3290%$424.2M$402.3M-$21.9M2026-10-16
LPL Financial LLC
INCREASED1,584,0441,544,049+39,995+3%$375.2M$366.0M-$9.2M2026-11-06
Savant Capital, LLC
INCREASED868,075794,000+74,075+9%$187.8M$200.6M+$12.7M2026-11-06
PNC Financial Services Group, Inc.
INCREASED844,682844,489+193+0%$205.2M$195.1M-$10.1M2026-11-06
Allworth Financial LP
INCREASED833,544658,265+175,279+27%$160.0M$202.5M+$42.6M2026-11-06
Choreo, LLC
INCREASED817,249815,364+1,885+0%$198.1M$188.8M-$9.3M2026-10-28
Mather Group, Llc.
DECREASED624,611626,525-1,9140%$152.2M$144.3M-$7.9M2026-10-14
Park Avenue Securities LLC
INCREASED551,837538,661+13,176+2%$130.9M$127.5K-$130.8M2026-10-26
Commonwealth Equity Services, LLC
DECREASED548,123550,938-2,815-1%$133.9M$126.6M-$7.2M2026-11-02
Stephens Group Asset Management, LLC
INCREASED466,502463,142+3,360+1%$112.5M$107.8M-$4.8M2026-10-09
Retirement Investment Advisors, Inc.
DECREASED397,635398,418-7830%$96.3M$91.9M-$4.5M2026-10-22
Retirement Systems of Alabama
UNCHANGED382,480382,48000%$92.9M$88.4M-$4.6M2026-11-04
Bank of Montreal
DECREASED377,139382,947-5,808-2%$93.1M$87.1M-$5.9M2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED375,746317,453+58,293+18%$76.8M$87.9M+$11.1M2026-10-13
Creative Planning
INCREASED367,953341,900+26,053+8%$83.1M$85.0M+$1.9M2026-11-02
Mokosak Advisory Group, LLC
INCREASED331,584327,918+3,666+1%$79.7M$76.6M-$3.1M2026-10-20
Modera Wealth Management, LLC
DECREASED325,729331,750-6,021-2%$80.6M$75.3M-$5.4M2026-10-28
Rodgers & Associates, LTD
DECREASED319,392322,177-2,785-1%$78.3M$73.8M-$4.5M2026-10-20
Everhart Financial Group, Inc.
INCREASED275,370255,385+19,985+8%$62.1M$63.6M+$1.6M2026-10-08
Financial Advisory Corp
INCREASED261,186258,499+2,687+1%$62.8M$60.3M-$2.5M2026-10-14
Bailard, Inc.
INCREASED259,453257,473+1,980+1%$62.6M$59.9M-$2.6M2026-10-13
Discipline Wealth Solutions, LLC
DECREASED241,314247,996-6,682-3%$60.3M$55.8M-$4.5M2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED237,202235,903+1,299+1%$57.3M$54.8K-$57.3M2026-11-05
Abacus Planning Group, Inc.
INCREASED224,104221,445+2,659+1%$53.8M$51.8M-$2.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED203,298192,874+10,424+5%$46.9M$47.0M+$101.6K2026-11-02
Fifth Third Bancorp
DECREASED201,177218,163-16,986-8%$53.0M$46.5M-$6.5M2026-11-05
Opal Wealth Advisors, LLC
DECREASED195,191199,493-4,302-2%$48.5M$45.1M-$3.4M2026-10-16
US Bancorp \de\
INCREASED192,758187,984+4,774+3%$45.7M$44.5M-$1.2M2026-11-05
Foster Group, Inc.
DECREASED178,865184,812-5,947-3%$44.9M$41.3M-$3.6M2026-10-13
Truist Financial Corp
INCREASED174,515170,343+4,172+2%$41.4M$40.3M-$1.1M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED168,967176,809-7,842-4%$43.0M$39.0K-$42.9M2026-11-02
Waller Financial Planning Group, Inc
INCREASED154,175146,704+7,471+5%$35.6M$35.6M-$28.5K2026-10-07
Marotta Asset Management
INCREASED148,437147,806+631+0%$35.9M$34.3M-$1.6M2026-10-02
Aaron Wealth Advisors LLC
INCREASED146,065142,094+3,971+3%$34.5M$33.7M-$782.0K2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED142,563130,298+12,265+9%$31.7M$32.9M+$1.3M2026-11-03
Waldron Private Wealth LLC
DECREASED132,554144,689-12,135-8%$35.2M$30.6M-$4.6M2026-11-02
Performa Ltd (US), LLC
INCREASED130,970111,091+19,879+18%$27.0M$30.3M+$3.3M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED129,584131,099-1,515-1%$31.9M$29.9M-$1.9M2026-10-27
25 LLC
DECREASED128,867131,378-2,511-2%$31.9M$29.8M-$2.2M2026-10-13
Wealth Architects, LLC
DECREASED127,832129,165-1,333-1%$31.4M$29.5M-$1.9M2026-11-03
Verus Financial Partners, Inc.
DECREASED127,554132,360-4,806-4%$32.2M$29.5M-$2.7M2026-10-29
Brickley Wealth Management
INCREASED126,427126,040+387+0%$30.6M$29.2M-$1.4M2026-11-04
Grove Street Fiduciary, LLC
DECREASED121,329134,962-13,633-10%$32.8M$28.0M-$4.8M2026-10-13
Thrivent Financial for Lutherans
INCREASED121,131114,125+7,006+6%$27.7M$28.1K-$27.7M2026-11-05
Merit Financial Group, LLC
DECREASED120,610127,220-6,610-5%$30.9M$27.9M-$3.0M2026-11-06
McAdam, LLC
INCREASED118,845116,187+2,658+2%$28.2M$27.5M-$775.4K2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
INCREASED115,980114,681+1,299+1%$27.9M$26.8M-$1.1M2026-10-09
Plante Moran Financial Advisors, LLC
DECREASED114,135116,033-1,898-2%$28.2M$26.4M-$1.8M2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED109,724108,531+1,193+1%$26.4M$25.3M-$1.0M2026-10-21
Atria Investments, Inc
INCREASED108,337105,469+2,868+3%$25.6M$25.0M-$598.7K2026-10-15
Hillman Co
UNCHANGED104,335104,33500%$25.4M$24.1M-$1.2M2026-10-28
E&R Wealth Management, LLC
INCREASED99,61999,405+214+0%$24.2M$23.0M-$1.1M2026-10-20
Partners in Financial Planning
DECREASED98,37299,603-1,231-1%$24.2M$22.7M-$1.5M2026-11-06
Capital Wealth Management, LLC
INCREASED98,23784,066+14,171+17%$20.4M$22.7M+$2.3M2026-10-27
PDS Planning, Inc
INCREASED98,03397,954+79+0%$23.8M$22.6M-$1.2M2026-11-03
Avion Wealth
DECREASED94,31195,456-1,145-1%$23.2M$21.8K-$23.2M2026-11-04
Avior Wealth Management, LLC
DECREASED90,68690,711-250%$22.0M$21.0M-$1.1M2026-10-13
Retirement Planning Group, LLC
DECREASED89,90191,469-1,568-2%$22.2M$20.8M-$1.5M2026-10-19
Brooklyn FI, LLC
DECREASED87,94188,025-840%$21.5M$21.9M+$463.6K2026-11-05
Shakespeare Wealth Management, LLC
NEW87,349—+87,349——$20.2M—2026-10-28
Black Diamond Financial, LLC
INCREASED81,26478,049+3,215+4%$19.0M$18.8M-$190.5K2026-10-26
Presilium Private Wealth, LLC
INCREASED81,08180,770+311+0%$19.6M$18.7M-$894.2K2026-10-26
Meridian Wealth Management, LLC
INCREASED80,58677,936+2,650+3%$18.9M$18.6M-$320.1K2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED80,30481,368-1,064-1%$19.8M$18.6M-$1.2M2026-10-09
Robinswood Financial LLC
DECREASED79,77782,608-2,831-3%$20.1M$18.8M-$1.3M2026-10-20
HB Wealth Management, LLC
INCREASED79,61779,220+397+1%$19.2M$18.4M-$856.1K2026-10-23
D.A. Davidson & Co.
DECREASED76,59677,528-932-1%$18.8M$17.7M-$1.1M2026-10-28
LMG Wealth Partners, LLC
INCREASED76,34076,108+232+0%$18.5M$17.6M-$856.7K2026-11-05
Arvest Investments, Inc.
INCREASED74,81273,201+1,611+2%$17.8M$17.3M-$503.1K2026-10-21
Family CFO Inc
DECREASED71,65073,425-1,775-2%$17.8M$16.6M-$1.3M2026-10-30
Victory Financial Group, LLC
INCREASED68,83965,695+3,144+5%$16.0M$15.9M-$59.2K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED68,25854,237+14,021+26%$13.2M$15.8M+$2.6M2026-10-16
Cullen T Bankers, Inc.
INCREASED67,89867,802+96+0%$16.5M$15.7M-$788.8K2026-10-28
Traveka Wealth, LLC
DECREASED66,94368,288-1,345-2%$16.6M$15.5M-$1.1M2026-10-19
Compound Planning, Inc.
INCREASED66,45665,686+770+1%$16.0M$15.4M-$607.8K2026-11-09
Steele Capital Management, Inc.
DECREASED64,61666,141-1,525-2%$16.1M$14.9M-$1.1M2026-11-02
Flywheel Private Wealth LLC
DECREASED64,47064,484-140%$15.7M$14.9M-$774.7K2026-11-02
Jacobsen Capital Management
INCREASED64,28164,231+50+0%$15.6M$14.9M-$756.7K2026-10-27
Payne Capital Management, LLC
DECREASED63,78064,545-765-1%$15.7M$15.7M+$64.8K2026-11-09
Oath Planning, LLC
INCREASED63,04851,947+11,101+21%$12.6M$14.6M+$1.9M2026-10-20
Balance Wealth Partners LLC
INCREASED62,75950,737+12,022+24%$12.3M$14.5M+$2.2M2026-10-27
BancFirst Trust & Investment Management
UNCHANGED62,75462,75400%$15.2M$14.6M-$631.3K2026-10-30
Weinberger Asset Management, Inc
INCREASED61,77061,043+727+1%$14.9M$14.3M-$662.2K2026-10-28
Inlight Wealth Management, LLC
INCREASED61,69655,104+6,592+12%$13.4M$14.3M+$863.7K2026-10-21
Jmac Enterprises LLC
INCREASED60,81360,571+242+0%$14.7M$14.0M-$668.5K2026-10-30
Apella Capital, LLC
DECREASED60,05062,058-2,008-3%$15.0M$13.9M-$1.1M2026-10-08
UMB Bank, n.a.
DECREASED59,79064,840-5,050-8%$15.8M$13.8M-$1.9M2026-11-06
Coastline Trust Co
DECREASED59,01859,350-332-1%$14.4M$13.6M-$786.5K2026-10-01
Financial Synergies Wealth Advisors, Inc.
INCREASED59,01458,878+136+0%$14.3M$13.6M-$672.7K2026-10-16
Veery Capital, LLC
INCREASED58,72257,527+1,195+2%$14.0M$13.6M-$412.1K2026-10-07
Harbour Investments, Inc.
INCREASED58,66157,968+693+1%$14.1M$13.6M-$533.2K2026-11-09
Bank of New York Mellon Corp
INCREASED58,45557,611+844+1%$14.0M$13.5M-$494.2K2026-11-05
Praetorian Wealth Management, Inc.
DECREASED57,32957,440-1110%$14.0M$13.2M-$713.1K2026-10-16
Eagle Strategies LLC
DECREASED56,94557,636-691-1%$14.0M$13.2M-$849.1K2026-10-16
Cherry Tree Wealth Management, LLC
INCREASED55,88855,851+37+0%$13.6M$12.9M-$659.4K2026-10-15
Center for Financial Planning, Inc.
DECREASED55,48756,015-528-1%$13.6M$12.8M-$791.8K2026-10-26
Mainsail Financial Group, LLC
INCREASED55,41944,016+11,403+26%$10.7M$12.8M+$2.1M2026-10-23
Capital Advantage, Inc.
INCREASED55,40355,290+113+0%$13.4M$12.8M-$635.1K2026-10-14
Firestone Capital Management
INCREASED54,46654,147+319+1%$13.2M$12.6M-$573.7K2026-11-03
Studio Investment Management LLC
DECREASED54,13075,052-20,922-28%$18.2M$12.5M-$5.7M2026-10-22
Kohmann Bosshard Financial Services, LLC
INCREASED53,50752,563+944+2%$12.8M$12.4M-$410.6K2026-11-04
Forbes Financial Planning, Inc.
DECREASED52,87153,767-896-2%$13.1M$12.2M-$850.1K2026-10-23
Thrive Capital Management, LLC
INCREASED51,87541,187+10,688+26%$10.0M$12.0M+$2.0M2026-10-28
Gladwyn Financial Advisors, Inc.
DECREASED51,36252,261-899-2%$12.7M$11.9M-$832.7K2026-10-05
One Degree Advisors Inc
INCREASED51,25551,012+243+0%$12.4M$12.1M-$322.8K2026-11-06
Clayton Financial Group LLC
INCREASED50,90747,019+3,888+8%$11.4M$11.8M+$336.0K2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED50,82251,858-1,036-2%$12.6M$11.7M-$859.6K2026-10-23
Farther Finance Advisors, LLC
INCREASED50,07445,305+4,769+11%$11.0M$11.6M+$560.2K2026-10-08
Joel Isaacson & Co., LLC
INCREASED50,04749,341+706+1%$12.0M$11.6M-$427.1K2026-11-05
Clear Wave Wealth Management LLC
INCREASED49,90149,775+126+0%$12.1M$11.5M-$566.2K2026-11-04
Atlas Capital Advisors Inc.
INCREASED49,77548,944+831+2%$11.9M$2.1M-$9.8M2026-11-09
Hegarty Advisors, LLC
INCREASED49,21644,971+4,245+9%$10.9M$11.4M+$442.9K2026-10-20
Shepherd Financial Partners LLC
INCREASED48,93345,136+3,797+8%$11.0M$11.3M+$337.3K2026-11-03
San Luis Wealth Advisors LLC
INCREASED48,93244,940+3,992+9%$10.9M$11.3M+$384.9K2026-10-27
Phillips Financial Management, LLC
DECREASED48,63349,560-927-2%$12.0M$11.2M-$806.9K2026-10-19
Sepio Capital, LP
DECREASED48,15752,223-4,066-8%$12.7M$11.1M-$1.6M2026-10-22
Family Wealth Partners, LLC
INCREASED48,15047,274+876+2%$11.5M$11.1M-$363.1K2026-10-20
Fifth Third Securities, Inc.
INCREASED47,96845,316+2,652+6%$11.0M$11.1M+$70.6K2026-10-21
Old National Bancorp
INCREASED46,95346,355+598+1%$11.3M$10.8M-$416.3K2026-10-20
Noble Family Wealth, LLC
INCREASED46,57445,356+1,218+3%$11.0M$10.8M-$261.1K2026-10-26
Wrenne Financial Planning LLC
INCREASED46,21044,818+1,392+3%$10.9M$10.7M-$214.4K2026-10-30
Parallel Advisors, LLC
INCREASED45,73145,689+42+0%$11.1M$10.6M-$536.7K2026-11-03
BIP Wealth, LLC
INCREASED45,41144,334+1,077+2%$10.8M$10.5M-$281.6K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED44,60645,025-419-1%$10.9M$10.3M-$635.3K2026-11-06
Sage Financial Group Inc
DECREASED44,43246,304-1,872-4%$11.3M$10.3M-$986.4K2026-10-27
Lmcg Investments, LLC
DECREASED43,77444,685-911-2%$10.9M$10.1M-$744.9K2026-10-21
Davenport & Co LLC
DECREASED43,75144,293-542-1%$10.8M$10.1M-$655.1K2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED42,21246,253-4,041-9%$11.2M$9.8M-$1.5M2026-10-20
Cardiff Park Advisors, LLC
DECREASED41,81342,081-268-1%$10.2M$9.7M-$565.3K2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED41,52139,710+1,811+5%$9.6M$9.6M-$56.4K2026-11-05
Silvia Mccoll Wealth Management, LLC
INCREASED40,56539,837+728+2%$9.7M$9.4M-$308.4K2026-10-07
JBGlobal.com LLC
DECREASED40,25542,250-1,995-5%$10.3M$9.3M-$966.2K2026-10-13
Wharton Business Group, LLC
DECREASED40,01140,400-389-1%$9.8M$9.2M-$573.1K2026-11-09
Brookstone Capital Management
INCREASED39,93634,971+4,965+14%$8.5M$9.2M+$728.8K2026-10-22
Prosperity Planning, Inc.
DECREASED39,81341,134-1,321-3%$10.0M$9.2M-$797.2K2026-10-09
Portside Wealth Group, LLC
INCREASED39,61336,960+2,653+7%$9.0M$9.2M+$170.8K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED38,73938,318+421+1%$9.3M$8.9M-$360.9K2026-10-30
Courier Capital LLC
INCREASED38,60838,480+128+0%$9.4M$8.9M-$430.7K2026-10-19
Cornerstone Wealth Advisors, Inc.
DECREASED38,26238,289-270%$9.3M$8.8M-$464.1K2026-10-16
Ifrah Financial Services, Inc.
DECREASED38,15238,893-741-2%$9.5M$8.8M-$636.4K2026-10-13
White Lighthouse Investment Management Inc.
INCREASED37,27936,641+638+2%$8.9M$8.6M-$290.9K2026-10-21
Meramec Financial Planners, LLC
INCREASED36,95336,141+812+2%$8.9M$8.9M+$58.0K2026-11-09
Diversified Management Inc
DECREASED36,92437,294-370-1%$9.1M$8.5M-$531.7K2026-10-08
Towerpoint Wealth, LLC
INCREASED36,91536,794+121+0%$8.9M$8.5M-$412.1K2026-10-13
Quent Capital, LLC
DECREASED36,75038,134-1,384-4%$9.3M$8.9M-$376.9K2026-11-09
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED36,74032,314+4,426+14%$7.9M$8.5M+$636.0K2026-10-27
Symmetry Partners, LLC
DECREASED36,47637,125-649-2%$9.0M$8.4M-$593.8K2026-10-27
Arbor Wealth Advisors LLC
INCREASED36,17736,145+32+0%$8.8M$8.4M-$424.8K2026-10-09
General Partner, Inc.
UNCHANGED35,93635,93600%$8.7M$8.3M-$429.8K2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED35,49634,212+1,284+4%$8.3M$8.2M-$112.6K2026-10-29
Cornerstone Wealth Management, LLC
DECREASED35,33935,671-332-1%$8.7M$8.2M-$503.4K2026-11-04
Aurelius Family Office LLC
INCREASED35,17834,752+426+1%$8.4M$8.1M-$317.1K2026-10-23
Collective Family Office LLC
DECREASED35,01635,395-379-1%$8.6M$8.1M-$510.9K2026-10-05
RTD Financial Advisors, Inc.
DECREASED34,88836,003-1,115-3%$8.7M$8.1M-$688.2K2026-10-09
Atmos Advisory, LLC
INCREASED34,87834,671+207+1%$8.4M$8.1M-$366.8K2026-10-06
Madrona Financial Services, LLC
NEW34,838—+34,838——$8.0M—2026-10-23
Cannon Financial Strategists, Inc.
INCREASED34,78234,527+255+1%$8.4M$8.0M-$353.9K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED34,73532,852+1,883+6%$8.0M$8.0M+$42.1K2026-11-03
Vise Technologies, Inc.
INCREASED34,56824,686+9,882+40%$6.0M$8.0M+$2.0M2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED34,52934,819-290-1%$8.5M$8.0M-$483.6K2026-10-23
Associated Banc-Corp
DECREASED34,46434,741-277-1%$8.4M$8.0M-$479.5K2026-10-30
Clear Retirement Advice LLC
DECREASED34,44434,691-247-1%$8.4M$8.0M-$472.0K2026-10-22
Brindle & Bay Financial Advisors, LLC
INCREASED34,28320,315+13,968+69%$4.9M$7.9M+$3.0M2026-10-15
Whitegate Investment Counselors, Inc.
INCREASED32,68832,386+302+1%$7.9M$7.6M-$317.5K2026-11-02
Towne Trust Company, N.a
INCREASED32,68132,582+99+0%$7.9M$7.6M-$366.8K2026-10-28
Van Cleef Asset Management,Inc
DECREASED32,56533,658-1,093-3%$8.2M$7.5M-$655.1K2026-10-20
Wealthfront Advisers LLC
DECREASED32,40033,857-1,457-4%$8.2M$7.5M-$741.5K2026-11-09
Regions Financial Corp
INCREASED32,35830,277+2,081+7%$7.4M$7.5M+$118.7K2026-11-05
CX Institutional
INCREASED32,18730,196+1,991+7%$7.3K$7.4K+$992026-10-02
Serenity Investment Advisors
DECREASED32,05932,475-416-1%$8.0M$7.4M-$630.8K2026-10-30
Elevatus Welath Management
DECREASED32,01537,338-5,323-14%$9.1M$7.4M-$1.7M2026-10-19
Mainsail Asset Management, LLC
INCREASED31,99630,870+1,126+4%$7.5M$7.5M-$8.1K2026-10-14
Brandywine OAK Private Wealth LLC
INCREASED31,76831,057+711+2%$7.5M$7.3M-$206.9K2026-10-23
Cornerstone Management, Inc.
INCREASED31,71630,045+1,671+6%$7.3M$7.3M+$26.7K2026-10-16
Compass Ion Advisors, LLC
DECREASED31,33431,778-444-1%$7.7M$7.2M-$482.5K2026-10-23
Sterling Wealth Management, Inc.
DECREASED31,15831,793-635-2%$7.7M$7.2M-$527.1K2026-10-23
Garde Capital, Inc.
DECREASED31,13539,800-8,665-22%$9.7M$7.2M-$2.5M2026-10-29
Chicago Partners Investment Group LLC
DECREASED31,09531,402-307-1%$7.6M$7.5M-$128.6K2026-10-27
Ackerman Capital Advisors, LLC
DECREASED30,93130,954-230%$7.5M$7.1M-$375.5K2026-10-30
Mosley Wealth Management
INCREASED30,58228,982+1,600+6%$7.0M$7.3M+$213.1K2026-10-16
TME Financial, Inc.
INCREASED30,52229,652+870+3%$7.2M$7.1M-$153.6K2026-10-14
SkyOak Wealth, LLC
INCREASED30,33330,101+232+1%$7.3M$7.0M-$306.4K2026-10-28
Strategic Wealth Advisors LLC
DECREASED30,06830,576-508-2%$6.5K$6.9M+$6.9M2026-11-06
Integrity Alliance, Llc.
INCREASED29,55526,804+2,751+10%$6.5M$6.8M+$315.0K2026-10-29
Creekside Partners
INCREASED29,43629,291+145+1%$7.1M$6.8M-$316.8K2026-11-04
Alpha Omega Wealth Management LLC
INCREASED29,36028,306+1,054+4%$6.9M$6.8M-$95.0K2026-10-23
Columbus Macro, LLC
DECREASED29,21929,286-670%$7.1M$6.8M-$365.8K2026-10-14
Leeward Financial Partners, LLC
DECREASED29,05330,097-1,044-3%$7.3M$6.7M-$601.1K2026-10-23
HUB Investment Partners, LLC
DECREASED29,02829,868-840-3%$7.3M$6.7M-$551.3K2026-11-03
Ervin Investment Management, LLC
INCREASED28,55628,553+3+0%$6.9M$6.6M-$340.8K2026-10-23
Quadcap Wealth Management, LLC
INCREASED28,20028,058+142+1%$6.8M$6.5M-$302.7K2026-11-02
Theory Financial LLC
INCREASED28,16423,942+4,222+18%$5.8M$6.5M+$689.1K2026-11-09
Valeo Financial Advisors, LLC
DECREASED27,65429,214-1,560-5%$5.4M$4.8M-$625.2K2026-10-08
Kavar Capital Partners Group, LLC
DECREASED27,57327,715-142-1%$6.7M$6.4M-$364.2K2026-11-06
Monograph Wealth Advisors, LLC
DECREASED27,40528,945-1,540-5%$7.0M$6.3M-$701.7K2026-11-09
Nwam LLC
DECREASED26,94328,057-1,114-4%$6.8M$6.2M-$592.9K2026-11-09
rebel Financial LLC
INCREASED26,94015,244+11,696+77%$3.7M$6.2M+$2.5M2026-11-04
PFG Advisors
INCREASED26,90426,469+435+2%$6.4M$6.2M-$216.2K2026-10-16
Chemistry Wealth Management LLC
DECREASED26,46026,485-250%$6.4M$6.1M-$322.6K2026-10-16
Barry Investment Advisors, LLC
INCREASED26,33726,032+305+1%$6.3M$6.1M-$240.9K2026-10-14
Sigma Planning Corp
DECREASED26,23028,769-2,539-9%$7.0M$6.0M-$973.6K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED26,05225,438+614+2%$6.2M$6.0M-$162.3K2026-10-13
Culbertson A N & Co Inc
INCREASED26,01724,732+1,285+5%$6.0M$6.0M+$1.1K2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED25,91257,438-31,526-55%$14.0M$6.0K-$14.0M2026-10-14
AGF Management LTD
DECREASED25,66227,095-1,433-5%$6.6M$5.9M-$655.1K2026-11-03
E&G Advisors, LLC
INCREASED25,65625,194+462+2%$6.1M$5.9M-$192.8K2026-10-13
Fluent Financial, LLC
INCREASED25,58217,655+7,927+45%$4.3M$5.9M+$1.6M2026-10-13
Sharper & Granite LLC
DECREASED25,31225,542-230-1%$6.2M$5.5M-$707.4K2026-11-02
Midwest Trust Co
DECREASED25,13325,255-1220%$6.1M$5.8M-$330.2K2026-10-22
Avidian Wealth Enterprises, LLC
DECREASED25,07425,317-243-1%$6.2M$5.8M-$358.9K2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED25,05626,279-1,223-5%$6.4M$5.8M-$596.8K2026-10-05
Tenret Co LLC
NEW24,945—+24,945——$5.8M—2026-11-02
Cornerstone Advisory, LLC
DECREASED24,76725,121-354-1%$6.1M$5.7M-$382.2K2026-11-06
Highland Capital Management, LLC
DECREASED24,70625,051-345-1%$6.1M$5.7M-$379.2K2026-10-26
Phillip James Consulting Co.
NEW24,655—+24,655——$5.7M—2026-11-03
Zeit Capital LLC
DECREASED24,57024,791-221-1%$6.0M$5.7M-$347.7K2026-10-19
Geneos Wealth Management Inc.
INCREASED24,40118,288+6,113+33%$4.4M$5.6M+$1.2M2026-11-09
Apollon Wealth Management, LLC
INCREASED24,36724,254+113+0%$5.9M$5.6M-$263.8K2026-10-23
LAM Group, Inc.
DECREASED24,17024,520-350-1%$6.0M$5.6M-$374.1K2026-10-26
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED24,00024,00000%$5.8M$5.5M-$287.0K2026-11-02
Lutz Financial Services LLC
DECREASED23,74823,984-236-1%$5.8M$5.5M-$341.4K2026-11-06
LifeGoal Investments, LLC
NEW23,572—+23,572——$5.4M—2026-10-09
Institute for Wealth Management, Llc.
INCREASED23,24923,212+37+0%$5.6M$5.4M-$269.1K2026-11-06
Seek First Inc.
DECREASED22,77924,620-1,841-7%$6.0M$5.3M-$719.6K2026-10-27
Brighton Jones LLC
INCREASED22,74822,237+511+2%$5.4M$5.3M-$147.8K2026-11-03
Cathy Pareto & Associates, Inc
INCREASED22,58921,432+1,157+5%$5.2M$5.2M+$11.0K2026-10-15
Stevens Capital Partners
INCREASED22,29422,266+28+0%$5.4M$5.2M-$259.8K2026-10-29
Perigon Wealth Management, LLC
DECREASED22,28323,632-1,349-6%$5.7M$5.1M-$594.3K2026-10-22
Clearstead Advisors, LLC
DECREASED22,15122,191-400%$5.4M$5.1M-$274.7K2026-11-06
Roof Eidam Maycock Peralta, LLC
DECREASED22,04222,182-140-1%$5.4M$5.1M-$297.6K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED22,00223,151-1,149-5%$5.6M$5.1M-$542.3K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED21,60721,991-384-2%$5.3M$5.0M-$351.8K2026-10-26
First Horizon Corp
DECREASED21,47021,603-133-1%$5.2M$5.0M-$289.1K2026-10-26
Great Valley Advisor Group, Inc.
INCREASED21,34220,452+890+4%$5.0M$4.9M-$39.5K2026-11-09
RF&L Wealth Management, LLC
DECREASED21,19121,211-200%$5.2M$4.9M-$258.2K2026-10-20
TriaGen Wealth Management LLC
INCREASED21,12921,014+115+1%$5.1M$4.9M-$224.8K2026-10-14
Marble Harbor Investment Counsel, LLC
INCREASED21,01620,781+235+1%$5.0M$4.9M-$194.2K2026-11-06
Central Trust Co
INCREASED20,90519,363+1,542+8%$4.7M$4.8M+$124.7K2026-11-05
Hilltop National Bank
INCREASED20,73720,695+42+0%$5.0M$4.8M-$237.8K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED20,69520,587+108+1%$5.0M$4.8M-$221.3K2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED20,67622,435-1,759-8%$5.5M$4.8M-$674.8K2026-10-16
Alhambra Investment Management LLC
INCREASED20,62718,629+1,998+11%$4.5M$4.8M+$238.8K2026-10-15
Quattro Financial Advisors LLC
DECREASED20,06120,126-650%$4.9M$4.6M-$255.7K2026-10-15
RFG Advisory, LLC
DECREASED19,74825,512-5,764-23%$6.2M$4.6M-$1.6M2026-11-03
IFP Advisors, Inc
INCREASED19,40619,208+198+1%$4.7M$4.5M-$184.0K2026-10-16
Tortoise Investment Management, LLC
DECREASED19,29119,299-80%$4.7M$4.5M-$232.7K2026-11-06
MCF Advisors LLC
DECREASED19,28019,331-510%$4.7M$4.5M-$242.9K2026-10-28
Stone Summit Wealth LLC
DECREASED19,19120,019-828-4%$4.9M$4.4M-$430.8K2026-10-14
Trust Point Inc.
INCREASED19,08719,065+22+0%$4.6M$4.4M-$222.9K2026-10-27
Eclectic Associates Inc
DECREASED19,06819,431-363-2%$4.7M$4.4M-$315.9K2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED19,06218,875+187+1%$4.6M$4.4M-$182.5K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED18,99618,257+739+4%$4.4M$4.4M-$47.7K2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED18,90217,820+1,082+6%$4.3M$4.4M+$37.0K2026-10-27
Ascent Group, LLC
DECREASED18,30918,857-548-3%$4.6M$4.2M-$352.0K2026-10-30
Warner Financial, Inc
INCREASED18,26118,114+147+1%$4.4M$4.2M-$182.6K2026-11-06
Greenspring Advisors, LLC
INCREASED18,2409,223+9,017+98%$2.2M$4.2M+$2.0M2026-11-05
CWA Asset Management Group, LLC
INCREASED18,21017,777+433+2%$4.3M$4.2M-$112.6K2026-10-19
Councilor Wealth, LLC
DECREASED18,12918,716-587-3%$4.5M$4.2M-$359.4K2026-10-09
Echo45 Advisors LLC
INCREASED18,07417,886+188+1%$4.3M$4.2M-$170.6K2026-10-07
Bangor Savings Bank
DECREASED18,07118,620-549-3%$4.5M$4.2M-$349.5K2026-10-06
Pittenger & Anderson Inc
UNCHANGED18,06518,06500%$4.4M$4.2M-$216.1K2026-11-02
Werba Rubin Papier Wealth Management
INCREASED17,98117,657+324+2%$4.3M$4.2M-$136.2K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED17,87517,157+718+4%$4.2M$4.1M-$39.3K2026-11-05
Wedmont Private Capital
DECREASED17,79820,206-2,408-12%$4.9M$4.2M-$727.9K2026-10-09
Falcon Wealth Planning
DECREASED17,79618,347-551-3%$4.5M$4.1M-$346.6K2026-11-06
Diversified Portfolios, Inc.
DECREASED17,79017,849-590%$4.3M$4.1M-$227.1K2026-11-04
Fiduciary Financial Group, LLC
INCREASED17,74817,735+13+0%$4.3M$4.1M-$209.1K2026-10-13
Krilogy Financial LLC
DECREASED17,68418,026-342-2%$4.4M$4.2M-$229.7K2026-10-13
Allstreet Capital Advisors LLC
DECREASED17,62117,673-520%$4.3M$4.1M-$223.4K2026-11-04
Carolina Wealth Management Inc
DECREASED17,56718,431-864-5%$4.5M$4.1M-$419.9K2026-10-29
Mission Wealth Management, LP
DECREASED17,48321,471-3,988-19%$5.2M$4.0M-$1.2M2026-10-15
Fiduciary Family Office, LLC
UNCHANGED17,31017,31000%$4.2M$4.0M-$207.0K2026-11-04
Independent Financial Group, LLC
INCREASED17,26616,177+1,089+7%$3.9M$4.0M+$58.2K2026-10-13
Valpey Financial Services, LLC
DECREASED17,22817,546-318-2%$4.3M$4.0M-$283.2K2026-10-30
Martel Wealth Advisors LLC
DECREASED17,16318,106-943-5%$4.4M$4.0M-$434.4K2026-10-14
Summit Investment Advisors, Inc.\KS
INCREASED17,11914,566+2,553+18%$3.5M$4.0M+$415.7K2026-11-05
Diversify Wealth Management, LLC
DECREASED16,49517,046-551-3%$4.2M$3.9M-$274.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED16,49517,046-551-3%$4.2M$3.9M-$274.7K2026-10-20
Index Fund Advisors, Inc.
DECREASED16,42916,974-545-3%$4.1M$3.8M-$328.8K2026-11-05
Evanson Financial, LLC
INCREASED16,41914,052+2,367+17%$3.4M$3.8M+$378.6K2026-10-23
JFS Wealth Advisors, LLC
DECREASED16,32916,425-96-1%$4.0M$3.8M-$218.6K2026-11-03
3Chopt Investment Partners, LLC
UNCHANGED16,29416,29400%$4.0M$3.8M-$194.9K2026-10-30
CWC Advisors, Llc.
DECREASED16,25116,337-86-1%$4.0M$3.8M-$215.3K2026-10-15
Guardsman Private Capital Management, Inc.
UNCHANGED16,21116,21100%$3.9M$3.7M-$193.9K2026-10-19
Argent Trust Co
INCREASED16,18015,903+277+2%$3.9M$3.7M-$126.2K2026-11-09
MSH Capital Advisors LLC
INCREASED16,02915,913+116+1%$3.9M$3.7M-$163.5K2026-11-03
Forza Wealth Management, LLC
UNCHANGED15,92415,92400%$3.9M$3.7M-$190.5K2026-10-20
Greenup Street Wealth Management LLC
INCREASED15,71615,607+109+1%$3.8M$3.6M-$161.6K2026-10-28
Wolff Financial Management LLC
INCREASED15,56415,506+58+0%$3.8M$3.6M-$172.0K2026-10-23
Verity Asset Management, Inc.
INCREASED15,56215,223+339+2%$3.7M$3.6M-$103.7K2026-10-30
Sky-Mountain Capital Management, Inc.
INCREASED15,43912,193+3,246+27%$3.0M$3.6M+$604.1K2026-11-09
Cranbrook Wealth Management, LLC
DECREASED15,40315,573-170-1%$3.8M$3.6M-$225.4K2026-10-28
Copper Harbor Investment Advisors, LLC
INCREASED15,38715,333+54+0%$3.7M$3.6M-$170.9K2026-10-16
Beaumont Asset Management, L.L.C.
DECREASED15,35316,565-1,212-7%$4.0M$3.5M-$478.2K2026-10-16
Acropolis Investment Management, LLC
INCREASED15,30614,278+1,028+7%$3.5M$3.5M+$66.7K2026-10-08
Woodward Financial Advisors, Inc.
DECREASED15,25715,592-335-2%$3.8M$3.5M-$264.1K2026-10-19
Allen Investment Management, LLC
UNCHANGED15,24315,24300%$3.7M$3.5M-$182.3K2026-11-03
James Investment Research, Inc.
DECREASED15,18116,950-1,769-10%$4.1M$3.5M-$611.4K2026-10-22
3Edge Asset Management, LP
UNCHANGED15,17415,17400%$3.7M$3.5M-$181.5K2026-10-30
Arrow Investment Advisors, LLC
NEW15,169—+15,169——$3.5M—2026-11-02
Pathway Financial Advisors LLC
DECREASED15,08115,133-520%$3.7M$3.5M-$196.5K2026-10-07
Sonata Capital Group Inc
INCREASED15,06114,846+215+1%$3.6M$3.5M-$127.9K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED15,00014,841+159+1%$3.6M$3.5M-$140.8K2026-11-04
Access Investment Management LLC
UNCHANGED15,00015,00000%$3.6M$3.5M-$179.4K2026-10-23
American Financial & TAX Strategies Inc
DECREASED14,84714,897-500%$3.6M$3.4M-$189.6K2026-10-16
FDx Advisors, Inc.
DECREASED14,76515,140-375-2%$3.7M$3.4K-$3.7M2026-11-09
First United Bank & Trust
INCREASED14,69514,084+611+4%$3.4M$3.4M-$27.3K2026-10-22
First American Bank
INCREASED14,6851,793+12,892+719%$435.7K$3.4M+$3.0M2026-10-27
AdvisorNet Financial, Inc
DECREASED14,51815,225-707-5%$3.7M$3.4M-$307.8K2026-10-15
Trust Co of the South
INCREASED14,42613,458+968+7%$3.3M$3.3M+$62.7K2026-10-21
Facet Wealth, Inc.
INCREASED14,34610,476+3,870+37%$2.5M$3.3M+$768.7K2026-11-04
Gibraltar Capital Management, Inc.
INCREASED14,14913,186+963+7%$3.2M$3.3M+$64.8K2026-10-27
NorthLanding Financial Partners, LLC
DECREASED14,01014,295-285-2%$3.5M$3.2M-$236.8K2026-10-15
Creative Financial Designs Inc
INCREASED13,92913,556+373+3%$3.3M$3.2M-$75.9K2026-11-04
Trust Co
INCREASED13,80210,782+3,020+28%$2.6M$3.2M+$568.7K2026-10-09
Leavell Investment Management, Inc.
INCREASED13,78013,744+36+0%$3.3M$3.2M-$156.1K2026-11-09
Belpointe Asset Management LLC
INCREASED13,77213,272+500+4%$3.2M$3.2M-$43.1K2026-11-09
Opulen Financial Group LLC
DECREASED13,74214,072-330-2%$3.4M$3.2M-$244.6K2026-10-22
IVC Wealth Advisors LLC
INCREASED13,67113,425+246+2%$3.3M$3.2M-$103.6K2026-10-23
55 North Private Wealth, LLC
INCREASED13,62913,596+33+0%$3.3M$3.1M-$155.1K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED13,53512,734+801+6%$3.1M$3.1M+$32.7K2026-10-21
Avantax Planning Partners, Inc.
DECREASED13,52314,664-1,141-8%$3.6M$3.1M-$439.0K2026-11-03
Linscomb Wealth, Inc.
DECREASED13,50813,647-139-1%$3.3M$3.1M-$195.3K2026-11-05
Citigroup Inc
INCREASED13,41312,938+475+4%$3.1M$3.1M-$44.9K2026-11-04
AMG National Trust Bank
DECREASED13,40913,479-70-1%$3.3M$3.1M-$177.4K2026-11-05
Stirlingshire Investments, Inc.
INCREASED13,36911,749+1,620+14%$2.9M$3.1M+$233.8K2026-11-05
Baldwin Wealth Partners LLC
DECREASED13,34413,705-361-3%$3.3M$3.1M-$247.3K2026-10-13
Lido Advisors, LLC
DECREASED13,18018,275-5,095-28%$4.4M$3.0M-$1.4M2026-11-04
Coquina Private Wealth LLC
DECREASED13,10313,116-130%$3.2M$3.0M-$159.8K2026-10-27
Parsons Capital Management Inc
INCREASED13,10112,756+345+3%$3.1M$3.0M-$72.8K2026-10-28
Pillar Financial Advisors, LLC
DECREASED12,97413,062-88-1%$3.2M$3.0M-$176.5K2026-10-21
Olio Financial Planning
DECREASED12,86213,459-597-4%$3.3M$3.0M-$298.8K2026-10-22
CGN Advisors LLC
DECREASED12,82121,736-8,915-41%$5.3M$3.0M-$2.3M2026-10-21
Harbor Investment Advisory, LLC
INCREASED12,79812,158+640+5%$3.0M$3.0M+$2.5K2026-10-13
Northwest Wealth Management, LLC
DECREASED12,67112,691-200%$3.1M$2.9M-$156.4K2026-10-30
MGO One Seven LLC
INCREASED12,66111,825+836+7%$2.9M$2.9M+$51.6K2026-10-28
Park National Corp
DECREASED12,38617,106-4,720-28%$4.2M$2.9M-$1.3M2026-10-05
FAI Advisors, Inc.
DECREASED12,38212,402-200%$3.0M$2.9M-$152.9K2026-10-27
Alpine Bank Wealth Management
UNCHANGED12,15412,15400%$3.0M$2.8M-$145.4K2026-10-16
Spire Wealth Management
DECREASED12,13013,426-1,296-10%$3.3M$2.8M-$460.1K2026-10-30
Patriot Investment Management Group, Inc.
INCREASED12,12712,126+1+0%$2.9M$2.8M-$144.9K2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED12,03313,090-1,057-8%$3.2M$2.8M-$400.8K2026-10-16
XY Planning Network, Inc.
INCREASED11,98911,169+820+7%$2.7M$2.8M+$56.0K2026-10-14
Maryland Capital Advisors Inc.
DECREASED11,97211,998-260%$2.9M$2.8M-$149.5K2026-10-15
Koshinski Asset Management, Inc.
DECREASED11,95913,596-1,637-12%$3.3M$2.8M-$540.7K2026-10-29
Telos Capital Management, Inc.
INCREASED11,95611,255+701+6%$2.7M$2.8M+$27.3K2026-11-02
Thoroughbred Financial Services, LLC
DECREASED11,93711,968-310%$2.7K$2.5K-$1392026-11-09
TD Private Client Wealth LLC
DECREASED11,80411,893-89-1%$2.9M$2.7M-$162.8K2026-10-28
Trust Co of Toledo NA
DECREASED11,68211,696-140%$2.8M$2.7M-$143.1K2026-10-16
Capital Advisors Wealth Management, LLC
DECREASED11,48711,516-290%$2.8M$2.7M-$144.4K2026-10-09
Monetary Solutions, Ltd
INCREASED11,47011,295+175+2%$2.7M$2.6M-$94.7K2026-10-22
SouthState Bank Corp
DECREASED11,34212,617-1,275-10%$3.1M$2.6M-$445.5K2026-11-09
Rebalance, LLC
INCREASED11,29211,244+48+0%$2.7M$2.6M-$123.4K2026-10-22
Cambridge Financial Group, LLC
INCREASED11,23511,232+3+0%$2.7M$2.7M+$7662026-10-06
Midwest Financial Group LLC
INCREASED11,13511,105+30+0%$2.7M$2.6M-$125.9K2026-10-15
Marino, Stram & Associates LLC
INCREASED11,12810,812+316+3%$2.6M$2.6M-$56.4K2026-10-22
North Star Investment Management Corp.
INCREASED11,12311,087+36+0%$2.7M$2.6M-$124.3K2026-10-27
Powerhouse Assets LLC
INCREASED11,02110,767+254+2%$2.6M$2.5M-$70.2K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED10,95510,494+461+4%$2.6M$2.5M-$19.1K2026-10-23
Arista Wealth Management, LLC
DECREASED10,91911,817-898-8%$2.9M$2.5M-$348.8K2026-10-29
Optima Capital LLC
DECREASED10,87611,098-222-2%$2.7M$2.5M-$183.9K2026-10-29
Sage Mountain Advisors LLC
INCREASED10,81510,785+30+0%$2.6M$2.5M-$122.1K2026-11-02
TFB Advisors LLC
DECREASED10,78011,982-1,202-10%$2.9M$2.5M-$421.0K2026-11-02
Moneco Advisors, LLC
INCREASED10,74210,612+130+1%$2.6M$2.5M-$96.8K2026-11-05
Waystone Advisors LLC
DECREASED10,73110,752-210%$2.6M$2.6M-$5.1K2026-10-16
Signal Advisors Wealth, LLC
INCREASED10,6945,682+5,012+88%$1.4M$2.5M+$1.1M2026-10-13
PUREfi Wealth, LLC
INCREASED10,682960+9,722+1013%$233.3K$2.5M+$2.2M2026-10-19
Matisse Capital
UNCHANGED10,65210,65200%$2.6M$2.5M-$127.4K2026-10-29
Factor Wealth Management LTD
INCREASED10,63010,419+211+2%$2.5M$2.5M-$75.8K2026-10-08
Plancorp, LLC
INCREASED10,53710,462+75+1%$2.5M$2.6M+$35.6K2026-11-03
Sageworth Trust Co
UNCHANGED10,50610,50600%$2.6M$2.4M-$125.7K2026-10-30
RMR Capital Management, LLC
INCREASED10,27010,260+10+0%$2.5M$2.4M-$120.4K2026-10-23
Mustard Seed Financial, LLC
DECREASED10,26810,321-53-1%$2.5M$2.4M-$135.6K2026-10-30
Donalies Financial Planning, LLC
INCREASED10,21610,160+56+1%$2.5M$2.4M-$108.6K2026-10-19
Keybank National Association
DECREASED10,19010,193-30%$2.5M$2.4M-$122.6K2026-11-04
Livet Wealth, LLC
INCREASED10,18610,141+45+0%$2.5M$2.4M-$110.9K2026-10-27
Parkside Financial Bank & Trust
DECREASED10,15610,500-344-3%$2.6M$2.3M-$205.0K2026-10-27
Junk Investment Group, LLC
INCREASED10,1279,639+488+5%$2.3M$2.3M-$2.5K2026-10-19
Sterling Financial Planning, Inc.
DECREASED10,05810,385-327-3%$2.5M$2.3M-$199.6K2026-10-28
Fortitude Family Office, LLC
UNCHANGED10,00010,00000%$2.4M$2.3M-$119.6K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED9,8539,557+296+3%$2.3M$2.3M-$45.9K2026-10-19
Newton One Investments LLC
DECREASED9,7049,983-279-3%$2.4M$2.2M-$183.9K2026-10-14
Probity Advisors, Inc.
DECREASED9,6899,793-104-1%$2.4M$2.2M-$141.2K2026-10-23
Farmers & Merchants Investments Inc
INCREASED9,6739,658+15+0%$2.3M$2.2M-$112.0K2026-10-22
Family Legacy, Inc.
DECREASED9,6399,871-232-2%$2.4M$2.2M-$171.7K2026-10-13
Bessemer Group Inc
DECREASED9,61714,276-4,659-33%$3.5M$2.2K-$3.5M2026-11-09
Curtis Advisory Group, LLC
INCREASED9,5769,529+47+0%$2.3M$2.2M-$103.1K2026-10-28
Fairway Financial, LLC
DECREASED9,55037,525-27,975-75%$9.1M$2.2M-$6.9M2026-10-20
Magnus Financial Group LLC
INCREASED9,5088,477+1,031+12%$2.1M$2.2M+$136.9K2026-10-21
MB Generational Wealth, LLC
UNCHANGED9,4619,46100%$2.3M$2.2M-$113.2K2026-11-09
180 Wealth Advisors, LLC
DECREASED9,4299,509-80-1%$2.3M$2.2M-$132.4K2026-11-03
Crestwood Advisors Group, LLC
DECREASED9,4049,419-150%$2.3M$2.2M-$116.1K2026-10-27
Strategic Blueprint, LLC
INCREASED9,3628,991+371+4%$2.2M$2.2M-$21.9K2026-10-22
Shayne & Jacobs, LLC
DECREASED9,29210,892-1,600-15%$2.6M$2.1M-$499.9K2026-10-21
Gradient Capital Advisors, LLC
DECREASED9,2879,495-208-2%$2.3M$2.1M-$161.7K2026-10-21
Grove Bank & Trust
INCREASED9,2359,174+61+1%$2.2M$2.1M-$95.6K2026-10-08
WP Advisors, LLC
DECREASED9,2049,497-293-3%$2.3M$2.1M-$181.1K2026-10-22
TritonPoint Partners, LLC
DECREASED9,13710,054-917-9%$2.4M$2.1M-$332.1K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED9,1237,940+1,183+15%$1.9M$2.1M+$178.4K2026-10-13
Financial Enhancement Group LLC
INCREASED9,1108,057+1,053+13%$2.0M$2.1M+$157.3K2026-10-08
Baker Tilly Wealth Management, LLC
UNCHANGED9,0859,08500%$2.2M$2.1M-$108.7K2026-10-05
Guidance Point Advisors, LLC
INCREASED9,0649,046+18+0%$2.2M$2.1M-$104.1K2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED8,9426,624+2,318+35%$1.6M$2.1M+$456.4K2026-11-05
Archford Capital Strategies, LLC
INCREASED8,9248,555+369+4%$2.1M$2.1M-$17.1K2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED8,8618,926-65-1%$2.2M$2.0M-$121.8K2026-11-09
VestGen Advisors, LLC
INCREASED8,7468,494+252+3%$2.1M$2.0M-$43.4K2026-10-27
Chapin Davis, Inc.
INCREASED8,7248,709+15+0%$2.1M$2.0M-$100.4K2026-10-09
Earned Wealth Advisors, LLC
INCREASED8,6858,510+175+2%$2.1M$2.0M-$61.2K2026-11-06
Level Four Advisory Services, LLC
INCREASED8,6838,582+101+1%$2.1M$2.0M-$79.4K2026-11-06
Sapient Capital LLC
INCREASED8,6518,609+42+0%$2.1M$2.0M-$93.3K2026-10-08
Brown Wealth Management, LLC
DECREASED8,6439,001-358-4%$2.2M$2.0M-$190.2K2026-10-20
Duncker Streett & Co Inc
DECREASED8,6408,646-60%$2.1M$2.0M-$104.8K2026-10-27
InvesTrust
INCREASED8,6308,606+24+0%$2.1M$2.0M-$97.4K2026-10-14
Triune Financial Partners, LLC
DECREASED8,5508,696-146-2%$2.1M$2.0M-$137.6K2026-11-03
Graetz Wealth LLC
INCREASED8,5387,132+1,406+20%$1.7M$2.0M+$239.4K2026-10-27
SAX Wealth Advisors, LLC
DECREASED8,52115,313-6,792-44%$3.3M$2.0M-$1.4M2026-10-13
AlphaCore Capital LLC
INCREASED8,4988,101+397+5%$2.0M$2.0M-$5.1K2026-11-04
Breakwater Capital Group
DECREASED8,4818,529-48-1%$2.1M$2.0M-$113.2K2026-10-09
Prospera Financial Services Inc
DECREASED8,48010,755-2,275-21%$2.6M$2.1M-$551.3K2026-11-04
LS Investment Advisors, LLC
DECREASED8,4618,530-69-1%$2.1M$2.0M-$117.8K2026-10-13
Tritonpoint Wealth, LLC
INCREASED8,4428,402+40+0%$2.0M$2.0M-$91.2K2026-10-19
Compton Wealth Advisory Group, LLC
UNCHANGED8,3628,36200%$2.0M$1.9M-$85.8K2026-10-13
City State Bank
INCREASED8,2958,133+162+2%$2.0M$1.9M-$59.8K2026-10-20
Tranquility Partners, LLC
DECREASED8,2748,596-322-4%$2.1M$1.9M-$177.1K2026-10-20
Infinity Wealth Counsel, LLC
INCREASED8,1027,697+405+5%$1.9M$1.9M+$1.5K2026-10-15
McGlone Suttner Wealth Management, Inc.
INCREASED8,0587,822+236+3%$1.9M$1.9M-$39.1K2026-10-13
Paragon Capital Management Ltd
DECREASED7,9868,269-283-3%$2.0M$1.8M-$164.6K2026-10-09
Sowell Financial Services LLC
DECREASED7,9838,512-529-6%$2.1M$1.8M-$223.9K2026-10-23
SC&H Financial Advisors, Inc.
INCREASED7,9787,969+9+0%$1.9M$1.8M-$93.2K2026-10-14
OFC Financial Planning, LLC
DECREASED7,9518,152-201-2%$2.0M$1.8M-$143.9K2026-11-06
Pioneer Wealth Management Group
DECREASED7,9508,593-643-7%$2.1M$1.8M-$251.3K2026-10-09
Financial Counselors Inc
INCREASED7,9497,755+194+3%$1.9M$1.8M-$47.9K2026-10-22
Friday Financial
INCREASED7,9206,815+1,105+16%$1.7M$1.8M+$189.8K2026-10-09
Michels Family Financial, LLC
INCREASED7,9027,809+93+1%$1.9M$1.8M-$71.7K2026-11-02
Coldstream Capital Management Inc
INCREASED7,8907,817+73+1%$1.9M$1.8M-$76.6K2026-11-09
Manske Wealth Management
INCREASED7,8814,211+3,670+87%$1.0M$1.8M+$797.5K2026-10-26
Clarity Capital Advisors, LLC
INCREASED7,8807,863+17+0%$1.9M$1.8M-$90.0K2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED7,8769,161-1,285-14%$2.2M$1.8M-$406.4K2026-10-27
Klingman & Associates, LLC
INCREASED7,8437,832+11+0%$1.9M$1.8M-$91.1K2026-10-20
Center For Asset Management LLC
DECREASED7,8408,987-1,147-13%$2.2M$1.8M-$373.1K2026-10-16
Diversified Enterprises, LLC
DECREASED7,6517,862-211-3%$1.9M$1.8M-$142.8K2026-10-19
Walkner Condon Financial Advisors LLC
DECREASED7,6468,737-1,091-12%$2.1M$1.8M-$356.6K2026-11-02
Richardson Financial Services Inc.
DECREASED7,5207,944-424-5%$1.9M$1.7M-$193.0K2026-10-30
Ritholtz Wealth Management
INCREASED7,5186,542+976+15%$1.6M$1.7M+$147.3K2026-11-05
Trust Co of Vermont
INCREASED7,4797,388+91+1%$1.8M$1.7M-$67.3K2026-10-21
BigSur Wealth Management LLC
UNCHANGED7,4667,46600%$1.8M$1.7M-$89.3K2026-10-13
Hardy Reed LLC
INCREASED7,4597,436+23+0%$1.8M$1.7M-$83.6K2026-11-06
Southland Equity Partners LLC
INCREASED7,4556,600+855+13%$1.6M$1.7M+$118.6K2026-10-14
Focus Financial Network, Inc.
INCREASED7,4377,408+29+0%$1.8M$1.7M-$81.7K2026-10-14
Forest Hill Capital, LLC
UNCHANGED7,4007,40000%$1.8M$1.7M-$88.5K2026-11-05
Baker Ellis Asset Management LLC
INCREASED7,3947,393+1+0%$1.8M$1.7M-$88.3K2026-10-14
Riversedge Advisors, LLC
DECREASED7,2987,836-538-7%$1.9M$1.7M-$217.9K2026-10-09
Bokf, NA
DECREASED7,2987,494-196-3%$1.8M$1.7M-$134.9K2026-10-27
True Private Wealth Advisors
INCREASED7,2557,235+20+0%$1.8M$1.7M-$81.9K2026-10-19
Fulton Bank, N.A.
INCREASED7,2257,104+121+2%$1.7M$1.7M-$57.0K2026-10-14
Simon Quick Advisors, LLC
DECREASED7,1457,149-40%$1.7M$1.7M-$86.5K2026-10-26
Monument Group Wealth Advisors, LLC
DECREASED7,08339,196-32,113-82%$1.8M$1.6M-$191.2K2026-10-21
BKM Wealth Management, LLC
INCREASED7,0575,149+1,908+37%$1.3M$1.6M+$379.4K2026-10-22
Freestone Capital Holdings, LLC
INCREASED6,9593,902+3,057+78%$948.2K$1.6M+$659.6K2026-11-09
1834 Investment Advisors Co
DECREASED6,9106,927-170%$1.7M$1.6M-$86.8K2026-10-16
West Financial Advisors, LLC
INCREASED6,8972,303+4,594+199%$559.6K$1.6M+$1.0M2026-10-22
Capital Squared Financial LLC
INCREASED6,8706,825+45+1%$1.7M$1.6M-$71.0K2026-10-30
Nations Financial Group Inc,
INCREASED6,8476,797+50+1%$1.7M$1.6M-$69.8K2026-11-05
Evergreen Wealth Management, LLC
DECREASED6,7846,812-280%$1.7M$1.6M-$87.9K2026-11-06
Saxony Capital Management, LLC
INCREASED6,7736,413+360+6%$1.6M$1.6M+$6.5K2026-10-15
Revisor Wealth Management LLC
INCREASED6,6266,115+511+8%$1.5M$1.6M+$78.3K2026-10-20
Silverlake Wealth Management LLC
INCREASED6,6006,309+291+5%$1.5M$1.5M-$8.2K2026-10-21
Uptick Partners, LLC
DECREASED6,5976,606-90%$1.6M$1.5M-$81.2K2026-11-04
Asset Dedication, LLC
INCREASED6,5334,900+1,633+33%$1.2M$1.5M+$318.8K2026-11-03
Founders Grove Wealth Partners, LLC
DECREASED6,5046,524-200%$1.6M$1.5M-$82.6K2026-10-16
Ceera Investments, LLC
INCREASED6,4952,022+4,473+221%$491.3K$1.5M+$1.0M2026-11-02
O'Connor Financial Group LLC
DECREASED6,4866,756-270-4%$1.6M$1.5M-$143.1K2026-10-26
Fortis Capital Advisors, LLC
DECREASED6,4806,696-216-3%$1.6M$1.5M-$129.9K2026-11-09
Financial Freedom, LLC
DECREASED6,4657,193-728-10%$1.7M$1.5M-$254.1K2026-11-06
Sherman Wealth Management LLC
INCREASED6,4026,221+181+3%$1.5M$1.5M-$32.5K2026-10-16
Weitzel Financial Services, Inc.
INCREASED6,3836,144+239+4%$1.5M$1.5M+$7.7K2026-10-16
Dynamic Financial Group
DECREASED6,2926,464-172-3%$1.6M$1.5M-$116.9K2026-10-28
One Day In July LLC
INCREASED6,2906,195+95+2%$1.5M$1.5M-$52.3K2026-10-30
Wesbanco Bank Inc
DECREASED6,2069,410-3,204-34%$2.3M$1.4M-$852.8K2026-11-04
Davis Investment Partners, LLC
INCREASED6,1941,759+4,435+252%$427.4K$1.4M+$1.0M2026-11-05
Condor Capital Management
INCREASED6,1486,118+30+0%$1.5M$1.4M-$66.4K2026-11-06
United Advisor Group, LLC
INCREASED6,1075,972+135+2%$1.5M$1.4M-$40.2K2026-11-03
Lynx Investment Advisory
INCREASED6,0855,438+647+12%$1.3M$1.4M+$84.5K2026-10-27
Arbor Investment Advisors, LLC
DECREASED6,0706,297-227-4%$1.5M$1.4M-$127.6K2026-10-26
IFG Advisory, LLC
DECREASED6,0416,119-78-1%$1.5M$1.4M-$91.1K2026-11-09
Compass Capital Management, Inc
INCREASED6,0352,035+4,000+197%$494.5K$1.4M+$899.8K2026-11-06
Market Street Wealth Management Advisors LLC
DECREASED6,0286,903-875-13%$1.7M$1.4M-$284.7K2026-10-09
Cadent Capital Advisors, LLC
DECREASED6,0146,135-121-2%$1.5M$1.4M-$101.3K2026-10-09
WealthCare Investment Partners, LLC
INCREASED5,9705,944+26+0%$1.4M$1.4M-$65.3K2026-11-05
Bluedoor Private Wealth, LLC
UNCHANGED5,9535,95300%$1.4M$1.4M-$71.2K2026-11-05
Three Arch Wealth Management LLC
DECREASED5,9466,081-135-2%$1.5M$1.4M-$103.9K2026-10-20
Clear Point Advisors Inc.
INCREASED5,9425,892+50+1%$1.4M$1.4M-$58.9K2026-10-30
Meridian Financial Advisors, LLC
DECREASED5,8925,969-77-1%$1.5M$1.4M-$89.2K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED5,8856,022-137-2%$1.5M$1.4M-$103.8K2026-10-13
Financial Management Professionals, Inc.
INCREASED5,7821,127+4,655+413%$273.9K$1.3M+$1.1M2026-10-23
Certified Advisory Corp
DECREASED5,7345,857-123-2%$1.4M$1.3M-$98.6K2026-10-29
Indivisible Partners
INCREASED5,7275,617+110+2%$1.4M$1.3M-$41.7K2026-10-26
Pekin Hardy Strauss, Inc.
INCREASED5,6985,503+195+4%$1.3M$1.3M-$20.8K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED5,6935,69300%$1.4M$1.3M-$68.1K2026-10-20
Insight Advisors, LLC/ PA
DECREASED5,6905,694-40%$1.4M$1.3M-$69.0K2026-10-22
Clark Asset Management, LLC
INCREASED5,6445,386+258+5%$1.3M$1.3M-$4.9K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED5,6364,766+870+18%$1.2M$1.3M+$144.1K2026-10-29
Chatham Capital Group, Inc.
UNCHANGED5,5895,58900%$1.4M$1.3M-$66.8K2026-10-16
Eagle Harbor Asset Management Inc
DECREASED5,5345,669-135-2%$1.4M$1.3M-$98.9K2026-10-21
ProVise Management Group, LLC
DECREASED5,5205,713-193-3%$1.4M$1.3M-$113.1K2026-11-06
Blue Trust, Inc.
INCREASED5,4564,940+516+10%$1.2M$1.3M+$60.2K2026-10-15
High Net Worth Advisory Group LLC
INCREASED5,4545,354+100+2%$1.3M$1.3M-$41.0K2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED5,4125,565-153-3%$1.4M$1.3M-$101.9K2026-10-16
Fiduciary Advisors, Inc.
DECREASED5,40410,276-4,872-47%$2.5M$1.2M-$1.2M2026-10-16
TruNorth Capital Management, LLC
UNCHANGED5,3825,38200%$1.3M$1.2M-$64.4K2026-10-14
Strategic Financial Group, LLC
INCREASED5,3525,193+159+3%$1.3M$1.2M-$25.4K2026-10-08
Mascagni Wealth Management, Inc.
INCREASED5,3245,321+3+0%$1.3M$1.2M-$62.8K2026-10-23
Tenon Financial LLC
INCREASED5,3191,246+4,073+327%$302.8K$1.2M+$926.0K2026-10-14
Cooksen Wealth, LLC
DECREASED5,3165,492-176-3%$1.3M$1.2M-$88.3K2026-10-13
GHP Investment Advisors, Inc.
DECREASED5,2805,345-65-1%$1.3M$1.2M-$79.1K2026-10-15
Cambridge Capital Management, LLC
DECREASED5,2655,309-44-1%$1.3M$1.2M-$73.7K2026-10-19
First National Bank of Mount Dora, Trust Investment Services
INCREASED5,2565,196+60+1%$1.3M$1.2M-$48.3K2026-10-21
LexAurum Advisors, LLC
INCREASED5,2454,914+331+7%$1.2M$1.2M+$17.8K2026-10-19
Meritas Wealth Management, LLC
DECREASED5,2285,283-55-1%$1.3M$1.2M-$75.8K2026-10-14
Moisand Fitzgerald Tamayo, LLC
DECREASED5,1505,173-230%$1.3M$1.2M-$67.2K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED5,1145,295-181-3%$1.3M$1.2M-$105.1K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED5,0445,273-229-4%$1.3M$1.2M-$116.0K2026-10-14
Hoge Financial Services, LLC
DECREASED5,0375,048-110%$1.2M$1.2M-$62.9K2026-11-05
King Wealth Management Group
UNCHANGED5,0325,03200%$1.2M$1.2K-$1.2M2026-11-09
Independent Wealth Advisors LLC
INCREASED5,0245,013+11+0%$1.2M$1.2M-$57.3K2026-10-27
Rockwood Wealth Management, LLC
INCREASED5,0033,310+1,693+51%$804.3K$1.2M+$351.5K2026-10-27
Community Financial Services Group, LLC
DECREASED5,0005,097-97-2%$1.2M$1.2M-$74.8K2026-10-15
Visionary Wealth Advisors
DECREASED4,9754,989-140%$1.2M$1.1M-$62.9K2026-11-04
St. Louis Trust Co
UNCHANGED4,9594,95900%$19.1M$1.1M-$17.9M2026-11-03
John A. Wolfe & Associates, Inc.
DECREASED4,9435,050-107-2%$1.2M$1.1M-$85.2K2026-11-06
Sagace Wealth Management LLC
INCREASED4,8734,690+183+4%$1.1M$1.1M-$13.8K2026-10-28
McClarren Financial Advisors, Inc.
INCREASED4,8574,825+32+1%$1.2M$1.1M-$50.3K2026-10-15
Archer Investment Corp
DECREASED4,8135,091-278-5%$1.2M$1.1M-$125.1K2026-11-05
Texas Bank & Trust Co
DECREASED4,8124,817-50%$1.2M$1.1M-$58.8K2026-11-04
Markowski Investments
DECREASED4,7924,802-100%$1.2M$1.1M-$59.7K2026-10-30
Wealth Preservation Advisors, LLC
INCREASED4,7904,051+739+18%$984.4K$1.1M+$122.3K2026-11-05
Asempa Wealth Advisors
DECREASED4,7314,781-50-1%$1.2M$1.1M-$61.8K2026-10-07
Oppenheimer & Co Inc
INCREASED4,7144,491+223+5%$1.1M$1.1M-$2.2K2026-10-26
Greenwood Gearhart LLC
DECREASED4,6804,690-100%$1.1M$1.1M-$58.4K2026-11-02
Beacon Financial Advisory LLC
DECREASED4,6394,746-107-2%$1.2M$1.1M-$81.6K2026-10-16
Summit Wealth Group LLC / Co
INCREASED4,6254,458+167+4%$1.1M$1.1M-$14.8K2026-10-29
Csenge Advisory Group
INCREASED4,6234,217+406+10%$1.0M$1.1M+$43.5K2026-11-04
Acorn Financial Advisory Services Inc
UNCHANGED4,6164,61600%$1.1M$1.1M-$54.9K2026-11-02
Trilogy Capital Inc.
DECREASED4,6076,115-1,508-25%$1.5M$1.1M-$421.4K2026-10-20
City Holding Co
INCREASED4,5994,321+278+6%$1.0M$1.1M+$12.6K2026-10-19
Legacy Edge Advisors, LLC
DECREASED4,5764,988-412-8%$1.2M$1.1M-$154.8K2026-11-06
Silver Oak Advisory Group, Inc.
INCREASED4,5664,565+1+0%$1.1M$1.1M-$54.2K2026-11-06
Aire Advisors, LLC
DECREASED4,5404,667-127-3%$1.1M$1.0M-$85.1K2026-10-22
Prospera Capital Management, LLC
UNCHANGED4,4544,45400%$1.1M$1.0M-$55.6K2026-10-19
Conrad Siegel Investment Advisors, Inc.
INCREASED4,4274,380+47+1%$1.1M$1.0M-$41.5K2026-10-08
Root Financial Partners, LLC
INCREASED4,4132,536+1,877+74%$616.2K$1.0M+$403.4K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED4,3864,38600%$1.1M$1.1M$02026-11-03
Rossby Financial, LCC
INCREASED4,3813,797+584+15%$922.6K$1.0M+$89.5K2026-11-05
Founders Financial Securities LLC
INCREASED4,3744,151+223+5%$1.0M$1.0M+$2.0K2026-10-28
IFG Advisors, LLC
DECREASED4,3364,337-10%$1.1M$1.0M-$52.0K2026-10-15
Level Financial Advisors
DECREASED4,3314,553-222-5%$1.1M$1.0M-$105.8K2026-10-13
Ballast Financial Advisors LLC
DECREASED4,3244,619-295-6%$1.1M$999.0K-$123.4K2026-10-26
Cpwa, LLC
DECREASED4,3174,387-70-2%$1.1M$1.0M-$52.6K2026-11-04
Mezzasalma Advisors, LLC
DECREASED4,3084,340-32-1%$1.1M$995.2K-$59.3K2026-10-14
Svrn Asset Management, LLC
UNCHANGED4,2964,29600%$1.0M$992.5K-$51.4K2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED4,2904,366-76-2%$1.1M$991.0K-$69.8K2026-10-09
Pacific Park Financial, Inc.
INCREASED4,2883,135+1,153+37%$761.8K$990.7K+$228.9K2026-10-13
M Holdings Securities, Inc.
NEW4,270—+4,270——$1.0K—2026-11-03
Marion Wealth Management
UNCHANGED4,2614,26100%$1.0M$984.4K-$51.0K2026-10-22
Annis Gardner Whiting Capital Advisors, LLC
INCREASED4,2533,851+402+10%$935.8K$982.6K+$46.8K2026-11-09
Accretive Wealth Partners, LLC
DECREASED4,2484,319-71-2%$1.0M$981.4K-$68.0K2026-11-06
Worth Asset Management, LLC
NEW4,246—+4,246——$981.0K—2026-10-07
Daymark Wealth Partners, LLC
INCREASED4,2203,972+248+6%$965.1K$974.9K+$9.8K2026-11-04
Townsend Asset Management Corp
DECREASED4,1744,196-22-1%$1.0M$964.2K-$55.3K2026-10-29
Vannoy Advisory Group, Inc.
DECREASED4,1504,152-20%$1.0M$958.7K-$50.1K2026-10-13
Compass Financial Group, Inc
DECREASED4,1424,908-766-16%$1.2M$956.9K-$235.6K2026-10-13
Burns Matteson Capital Management, LLC
INCREASED4,1314,129+2+0%$1.0M$954.3K-$49.1K2026-10-16
TCI Wealth Advisors, Inc.
INCREASED4,1164,045+71+2%$982.9K$950.8K-$32.1K2026-10-30
Jacobi Capital Management LLC
INCREASED4,1144,108+6+0%$998.2K$950.3K-$47.9K2026-11-05
RS Crum Inc.
INCREASED4,1134,112+1+0%$999.3K$950.2K-$49.1K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED4,0974,089+8+0%$993.6K$946.5K-$47.1K2026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED4,0913,999+92+2%$971.6K$945.1K-$26.5K2026-10-14
Lpwm LLC
INCREASED4,0394,027+12+0%$978.5K$933.1K-$45.4K2026-10-20
Schwallier Wealth Management LLC
DECREASED4,0194,192-173-4%$1.0M$928.6K-$90.1K2026-11-05
Embree Financial Group
INCREASED4,0013,954+47+1%$960.9K$924.4K-$36.4K2026-10-22
Bishop & Co Investment Management, LLC
DECREASED3,9804,164-184-4%$1.0M$919.5K-$92.4K2026-11-05
Integrity Advisory Solutions, LLC
INCREASED3,9793,055+924+30%$742.5K$919.5K+$176.9K2026-10-29
MidAtlantic Capital Management, Inc.
UNCHANGED3,9633,96300%$963.0K$915.6K-$47.4K2026-11-05
TD Waterhouse Canada Inc.
INCREASED3,9583,513+445+13%$852.6K$920.7K+$68.1K2026-10-16
Smithfield Trust Co
DECREASED3,9503,974-24-1%$966.0K$913-$965.1K2026-11-09
Winebrenner Capital Management LLC
DECREASED3,9434,054-111-3%$985.0K$910.9K-$74.1K2026-10-07
Signaturefd, LLC
DECREASED3,9224,852-930-19%$1.2M$906.1K-$272.9K2026-10-23
Citizens Financial Group Inc
INCREASED3,9163,601+315+9%$875.0K$904.7K+$29.6K2026-10-23
Fonville Wealth Management LLC
INCREASED3,8993,891+8+0%$945.7K$900.7K-$45.0K2026-10-28
Lake Street Private Wealth, LLC
INCREASED3,8973,750+147+4%$911.3K$900.2K-$11.1K2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED3,8863,88600%$944.3K$897.8K-$46.5K2026-10-13
StoneX Group Inc.
INCREASED3,8183,277+541+17%$797.3K$882.1K+$84.8K2026-11-03
Soltis Investment Advisors LLC
INCREASED3,8123,777+35+1%$917.9K$880.8K-$37.1K2026-10-28
Western Wealth Management, LLC
DECREASED3,8024,337-535-12%$1.1M$878.4K-$175.4K2026-11-09
Larson Financial Group LLC
DECREASED3,7953,941-146-4%$957.5K$876.8K-$80.8K2026-11-05
Fermata Advisors, LLC
DECREASED3,7814,100-319-8%$996.2K$873.5K-$122.7K2026-10-13
Russell Investments Group, Ltd.
INCREASED3,7362,755+981+36%$669.5K$863.1K+$193.6K2026-11-06
Westhampton Capital, LLC
INCREASED3,7273,710+17+0%$901.5K$861.0K-$40.4K2026-10-30
Berkeley, Inc
DECREASED3,7173,793-76-2%$921.7K$858.6K-$63.1K2026-10-20
GFS Advisors, LLC
DECREASED3,6933,728-35-1%$6.5M$853.0K-$5.6M2026-11-03
Caldwell Trust Co
DECREASED3,6913,783-92-2%$919.2K$852.7K-$66.5K2026-10-30
Canandaigua National Bank & Trust Co
DECREASED3,6653,876-211-5%$941.8K$846.7K-$95.1K2026-10-07
Investmark Advisory Group LLC
INCREASED3,6342,747+887+32%$667.4K$839.8K+$172.4K2026-10-27
Valmark Advisers, Inc.
INCREASED3,6222,880+742+26%$699.8K$836.8K+$137.0K2026-11-06
Armbruster Capital Management, Inc.
UNCHANGED3,6143,61400%$878.2K$834.9K-$43.2K2026-10-19
Goelzer Investment Management, Inc.
UNCHANGED3,6053,60500%$876.0K$832.9K-$43.1K2026-10-16
Agate Pass Investment Management, LLC
INCREASED3,5943,503+91+3%$851.2K$830.3K-$20.9K2026-10-20
Chesley Taft & Associates LLC
UNCHANGED3,5873,58700%$871.6K$828.7K-$42.9K2026-10-13
Willner & Heller, LLC
DECREASED3,5703,887-317-8%$944.5K$824.9K-$119.6K2026-10-28
Balefire, LLC
DECREASED3,5693,939-370-9%$957.2K$824.5K-$132.6K2026-10-09
TPG Advisors LLC
INCREASED3,5601,778+1,782+100%$432.0K$822.5K+$390.5K2026-10-16
Private Trust Co NA
INCREASED3,5582,625+933+36%$637.8K$822.0K+$184.2K2026-10-20
Physician Wealth Advisors, Inc.
DECREASED3,5573,590-33-1%$872.3K$821.8K-$50.5K2026-10-20
Mayfair Advisory Group, LLC
INCREASED3,5343,506+28+1%$856.2K$816.5K-$39.8K2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW3,524—+3,524——$814.2K—2026-10-27
Mcdonald Partners LLC
DECREASED3,5203,695-175-5%$897.8K$813.2K-$84.6K2026-11-03
Greykasell Wealth Strategies, Inc.
INCREASED3,4843,481+3+0%$845.8K$804.9K-$41.0K2026-11-09
BCS Wealth Management
DECREASED3,4433,536-93-3%$859.2K$795.6K-$63.6K2026-11-03
LightSquare Wealth Management, LLC
DECREASED3,4423,691-249-7%$896.8K$795.1K-$101.7K2026-11-03
Pinnacle Associates LTD
INCREASED3,4172,103+1,314+62%$511.0K$789.4K+$278.5K2026-10-20
Quantum Financial Advisors, LLC
DECREASED3,3913,764-373-10%$914.6K$783.4K-$131.2K2026-11-03
Bedel Financial Consulting, Inc.
INCREASED3,3873,372+15+0%$819.4K$782.6K-$36.8K2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED3,3363,264+72+2%$793.1K$770.7K-$22.4K2026-10-23
Sightline Wealth Advisors, LLC
DECREASED3,3343,692-358-10%$897.2K$770.2K-$127.0K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED3,3303,494-164-5%$849.0K$769.3K-$79.7K2026-10-28
Parcion Private Wealth LLC
INCREASED3,3153,293+22+1%$800.2K$765.9K-$34.3K2026-10-28
Canvas Wealth Advisors, LLC
DECREASED3,3033,308-50%$803.8K$808.9K+$5.1K2026-11-02
Sage Investment Counsel LLC
DECREASED3,2743,293-19-1%$800.3K$756.5K-$43.8K2026-10-26
Koenig Investment Advisory, LLC
DECREASED3,2623,312-50-2%$804.7K$753.7K-$51.0K2026-10-09
AlTi Global, Inc.
UNCHANGED3,2263,22600%$783.8K$745.4K-$38.5K2026-11-09
Astra Wealth Partners LLC
UNCHANGED3,2223,22200%$782.9K$744.4K-$38.5K2026-11-06
Exchange Bank
INCREASED3,2002,791+409+15%$678.2K$739.3K+$61.1K2026-10-07
Wealth Management Nebraska
INCREASED3,1883,142+46+1%$763.5K$736.6K-$26.8K2026-10-26
Destiny Wealth Partners, LLC
NEW3,183—+3,183——$783.2K—2026-11-05
LJI Wealth Management, LLC
INCREASED3,1713,103+68+2%$754.1K$732.6K-$21.4K2026-10-28
Stage Harbor Financial, LLC
UNCHANGED3,1563,15600%$766.9K$729.1K-$37.7K2026-11-03
Stackstone Wealth, LLC
NEW3,134—+3,134——$724.0K—2026-10-19
Downshift Financial, LLC
INCREASED3,1153,106+9+0%$754.8K$719.7K-$35.0K2026-10-13
Envision Financial LLC
DECREASED3,10812,227-9,119-75%$3.0M$884.1K-$2.1M2026-10-15
Traynor Capital Management, Inc.
INCREASED3,0993,065+34+1%$744.8K$715.9K-$28.9K2026-10-29
Busey Bank
DECREASED3,0913,127-36-1%$759.8K$714.1K-$45.7K2026-10-26
Tennessee Valley Asset Management Partners
DECREASED3,0783,103-25-1%$754.0K$711.1K-$42.9K2026-11-03
Prairie Advisory, LLC
DECREASED3,0766,212-3,136-50%$1.5M$710.6K-$798.8K2026-10-19
GLR Partners, LLC
DECREASED3,0593,352-293-9%$814.5K$706.7K-$107.8K2026-11-04
Evergreen Capital Management LLC
DECREASED3,0563,121-65-2%$758.4K$706.0K-$52.3K2026-10-23
Legacies Wealth LLC
UNCHANGED3,0363,03600%$737.7K$701.4K-$36.3K2026-11-02
Bestgate Wealth Advisors, LLC
DECREASED3,0353,617-582-16%$878.9K$701.2K-$177.7K2026-10-13
Woodside Wealth Management LLC
INCREASED3,0293,009+20+1%$731.2K$699.8K-$31.4K2026-10-16
Avant Financial Advisors LLC
UNCHANGED3,0183,01800%$733.3K$697.2K-$36.1K2026-11-02
NBT Bank, N.A.
DECREASED2,9964,971-1,975-40%$1.2M$692.2K-$515.7K2026-10-21
truNorth Financial Services, Inc.
DECREASED2,9933,430-437-13%$833.4K$691.4K-$142.0K2026-11-06
Roble, Belko & Company, Inc
INCREASED2,9782,963+15+1%$720.0K$688-$719.3K2026-11-09
Droms Strauss Advisors Inc
DECREASED2,9603,014-54-2%$732.5K$683.8K-$48.7K2026-11-03
RHS Financial, LLC
UNCHANGED2,9422,94200%$715.0K$679.7K-$35.3K2026-10-13
Kathmere Capital Management, LLC
DECREASED2,9223,190-268-8%$775.1K$675.1K-$100.0K2026-10-20
OFS Enterprise LLC
DECREASED2,9093,280-371-11%$797.0K$672.1K-$124.9K2026-10-16
Fifth Third Wealth Advisors LLC
DECREASED2,8972,911-140%$707.3K$669.3K-$38.1K2026-10-22
Gibson Capital, LLC
UNCHANGED2,8962,89600%$703.7K$669.1K-$34.6K2026-10-23
K2 Financial Inc.
DECREASED2,8842,916-32-1%$710.0K$676.9K-$33.1K2026-10-26
Elevated Financial Group LLC
DECREASED2,8762,941-65-2%$714.6K$664.5K-$50.1K2026-10-16
Eagle Rock Investment Company, LLC
DECREASED2,8502,878-28-1%$699.4K$658.5K-$40.9K2026-10-21
Centurion Wealth Management LLC
INCREASED2,8492,847+2+0%$691.9K$658.3K-$33.6K2026-10-13
Provident Living Financial Services, Inc.
DECREASED2,8452,865-20-1%$696.2K$692.6K-$3.6K2026-11-03
FSM Wealth Advisors, LLC
DECREASED2,8432,876-33-1%$698.8K$665.1K-$33.7K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED2,8333,090-257-8%$750.8K$654.4K-$96.4K2026-10-26
ERn Financial, LLC
DECREASED2,8222,869-47-2%$697.1K$652.0K-$45.2K2026-10-28
Godsey & Gibb, Inc
UNCHANGED2,8162,81600%$684.4K$650.7K-$33.7K2026-10-14
FWG Investments, Llc.
INCREASED2,8062,803+3+0%$681.0K$648.2K-$32.8K2026-11-03
Essential Planning, Llc.
UNCHANGED2,8012,80100%$680.6K$647.1K-$33.5K2026-10-21
Merited Wealth, LLC
DECREASED2,7993,024-225-7%$734.7K$646.7K-$88.0K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED2,7942,734+60+2%$664.3K$645.5K-$18.8K2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED2,7303,084-354-11%$749.4K$630.6K-$118.8K2026-10-21
Pinnacle Bancorp, Inc.
DECREASED2,6742,711-37-1%$658.7K$617.8K-$41.0K2026-10-21
Strathmore Capital Advisors, Inc.
UNCHANGED2,6742,67400%$650.9K$646.7K-$4.1K2026-11-09
Wedbush Securities Inc
DECREASED2,6735,142-2,469-48%$1.2M$618-$1.2M2026-10-22
Aviso Wealth Management
DECREASED2,6642,733-69-3%$664.2K$615.4K-$48.9K2026-11-04
Lakewood Asset Management LLC
INCREASED2,6642,613+51+2%$634.8K$615.6K-$19.3K2026-10-26
TFO Wealth Partners, LLC
DECREASED2,6532,705-52-2%$657.4K$613.0K-$44.4K2026-11-09
Hoxton Planning & Management, LLC
DECREASED2,6512,791-140-5%$678.1K$612.4K-$65.7K2026-10-15
Frederick Financial Consultants, LLC
UNCHANGED2,6502,65000%$643.8K$612.1K-$31.7K2026-10-29
DeLarme Wealth Management, Inc.
INCREASED2,6312,464+167+7%$598.7K$607.8K+$9.1K2026-10-30
Alliance Wealth Advisors, LLC
INCREASED2,6291,943+686+35%$472.1K$607.4K+$135.2K2026-10-28
Smith Thornton Advisors LLC
UNCHANGED2,6022,60200%$629.1K$601.1K-$28.0K2026-10-16
Glenview Trust Co
DECREASED2,5992,635-36-1%$640.3K$600.4K-$39.8K2026-10-28
Stonebridge Financial Planning Group, LLC
UNCHANGED2,5962,59600%$630.8K$599.9K-$31.0K2026-11-06
Maseco LLP
INCREASED2,5772,382+195+8%$578.6K$595.0K+$16.4K2026-10-27
Washington Trust Advisors, Inc.
INCREASED2,5702,567+3+0%$623.8K$593.7K-$30.1K2026-10-22
Guardian Wealth Management, Inc.
INCREASED2,5672,547+20+1%$619.1K$593.2K-$25.9K2026-10-30
Univest Financial Corp
DECREASED2,5642,603-39-1%$632.5K$592.3K-$40.2K2026-11-05
HighPoint Advisor Group LLC
INCREASED2,5602,459+101+4%$597.6K$591.5K-$6.1K2026-11-09
Quarry Hill Advisors, LLC
INCREASED2,5582,550+8+0%$619.6K$591.0K-$28.7K2026-11-04
Diversified Trust Co
DECREASED2,5482,721-173-6%$661.3K$588.7K-$72.6K2026-11-06
Hardin Capital Partners, LLC
INCREASED2,5342,301+233+10%$560.2K$585.5K+$25.3K2026-10-09
Selective Wealth Management, Inc.
DECREASED2,5262,531-50%$617.8K$599.3K-$18.6K2026-10-16
Woodmont Investment Counsel LLC
UNCHANGED2,5222,52200%$612.8K$582.7K-$30.2K2026-10-29
First National Bank Sioux Falls
INCREASED2,5192,514+5+0%$573.8K$582.0K+$8.1K2026-10-13
Gilpin Wealth Management, LLC
DECREASED2,5102,553-43-2%$620.4K$579.9K-$40.5K2026-10-09
McMill Wealth Management
UNCHANGED2,4922,49200%$605.5K$575.7K-$29.8K2026-11-05
G&S Capital LLC
DECREASED2,4662,536-70-3%$616.2K$569.7K-$46.5K2026-10-23
Collaborative Wealth Managment Inc.
INCREASED2,4602,406+54+2%$584.7K$568.4K-$16.3K2026-11-06
WoodTrust Financial Corp
DECREASED2,4562,647-191-7%$643.0K$567-$642.4K2026-10-09
West Branch Capital LLC
DECREASED2,4542,907-453-16%$706.4K$566.9K-$139.4K2026-10-20
Legacy Private Trust Co.
INCREASED2,4232,351+72+3%$571.3K$559.8K-$11.5K2026-10-06
Burling Wealth Partners, LLC
UNCHANGED2,4062,40600%$584.6K$555.9K-$28.8K2026-11-09
Sovran Advisors, LLC
INCREASED2,3922,371+21+1%$588.3K$585.8K-$2.5K2026-11-02
Rinkey Investments
UNCHANGED2,3922,39200%$581.2K$552.6K-$28.6K2026-10-28
Accredited Investors Inc.
UNCHANGED2,3832,38300%$579.0K$550.5K-$28.5K2026-11-03
Manuka Financial, LLC
UNCHANGED2,3802,38000%$578.2K$549.8K-$28.5K2026-10-16
Tactive Advisors, LLC
DECREASED2,3722,603-231-9%$632.5K$548.0K-$84.6K2026-10-08
Family Investment Center, Inc.
DECREASED2,3602,486-126-5%$604.1K$545.3K-$58.8K2026-10-19
Lodestone Wealth Management LLC
INCREASED2,3562,355+1+0%$572.3K$544.2K-$28.1K2026-10-14
Cypress Point Wealth Management, LLC
DECREASED2,3552,379-24-1%$578.2K$544.0K-$34.2K2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED2,3482,402-54-2%$583.6K$542.5K-$41.1K2026-10-19
Roffman Miller Associates Inc
INCREASED2,3432,336+7+0%$567.7K$541.2K-$26.5K2026-10-19
Camelot Technology Advisors, Inc.
INCREASED2,3362,333+3+0%$566.9K$539.8K-$27.2K2026-10-09
Confluence Wealth Services, Inc.
INCREASED2,3232,283+40+2%$554.5K$536.5K-$18.0K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED2,3232,32300%$564.5K$536.7K-$27.8K2026-10-26
Staley Capital Advisers Inc
UNCHANGED2,3112,31100%$561.6K$533.9K-$27.6K2026-11-06
Montag A & Associates Inc
DECREASED2,3042,311-70%$561.6K$532.3K-$29.3K2026-10-29
Landmark Wealth Management, LLC
DECREASED2,2582,264-60%$550.2K$521.7K-$28.5K2026-11-03
Apollon Financial, LLC
DECREASED2,2522,527-275-11%$614.1K$520.3K-$93.7K2026-10-23
Triumph Capital Management
DECREASED2,2502,410-160-7%$585.6K$519.8K-$65.8K2026-10-14
Essential Partners LLC
INCREASED2,2472,164+83+4%$525.7K$519.1K-$6.7K2026-10-14
Silver OAK Securities, Incorporated
INCREASED2,2312,151+80+4%$522.7K$539.7K+$17.0K2026-11-09
Fidelity D & D Bancorp Inc
DECREASED2,2232,239-16-1%$544.1K$513.6K-$30.5K2026-11-05
IPG Investment Advisors LLC
UNCHANGED2,2112,21100%$537.3K$510.8K-$26.4K2026-10-30
Bryn Mawr Trust Advisors, LLC
INCREASED2,2002,197+3+0%$533.8K$508.3K-$25.5K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED2,1912,19100%$532.4K$506.2K-$26.2K2026-11-02
Bell Investment Advisors, Inc
INCREASED2,1882,169+19+1%$527.1K$505.5K-$21.6K2026-10-29
Versant Capital Management, Inc
INCREASED2,1812,180+1+0%$529.8K$503.9K-$26.0K2026-10-02
Fisher Asset Management, LLC
DECREASED2,1782,222-44-2%$540.1K$503.3K-$36.8K2026-11-06
Align Financial, LLC
DECREASED2,1732,178-50%$529.2K$502.0K-$27.2K2026-10-16
Life Planning Partners, Inc
DECREASED2,1723,557-1,385-39%$864.3K$501.8K-$362.5K2026-10-28
BLB&B Advisors, LLC
DECREASED2,1722,421-249-10%$588.2K$501.8K-$86.4K2026-10-27
Curated Wealth Partners LLC
INCREASED2,1671,629+538+33%$395.6K$500.6K+$104.9K2026-10-15
Taylor & Morgan Wealth Management, LLC
INCREASED2,1502,147+3+0%$521.6K$496.8K-$24.8K2026-10-09
Ariadne Wealth Management, LP
UNCHANGED2,1452,14500%$521.2K$495.6K-$25.7K2026-11-06
Narus Financial Partners, LLC
DECREASED2,1392,366-227-10%$574.9K$494.2K-$80.7K2026-10-19
SBI Securities Co., Ltd.
DECREASED2,1382,170-32-1%$527.3K$493.9K-$33.3K2026-10-22
Quartz Partners, LLC
NEW2,128—+2,128——$491.7K—2026-11-03
Doliver Advisors, LP
INCREASED2,1252,108+17+1%$512.2K$490.9K-$21.3K2026-10-01
Nottingham Advisors, Inc.
INCREASED2,1192,116+3+0%$512.4K$492.7K-$19.8K2026-10-29
Retirement Financial Solutions, LLC
INCREASED2,1162,022+94+5%$491.3K$488.8K-$2.5K2026-10-20
Precedent Wealth Partners, LLC
DECREASED2,1102,437-327-13%$592.1K$487.4K-$104.7K2026-10-21
Evermay Wealth Management LLC
DECREASED2,1022,263-161-7%$549.9K$485.7K-$64.3K2026-11-05
Iowa State Bank
UNCHANGED2,0992,09900%$510.0K$484.9K-$25.1K2026-10-06
Dominguez Wealth Management Solutions, Inc.
DECREASED2,0942,131-37-2%$517.8K$483.8K-$34.0K2026-10-07
Greenhouse Wealth Management, LLC
UNCHANGED2,0802,08000%$505.4K$480.5K-$24.9K2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED2,0792,299-220-10%$558.7K$480.4K-$78.3K2026-10-08
Pension & Wealth Management Advisors, Inc.
UNCHANGED2,0702,07000%$503.3K$478.6K-$24.7K2026-10-16
Financial Futures Ltd Liability Co.
UNCHANGED2,0602,06000%$500.6K$476.0K-$24.6K2026-10-13
Atticus Wealth Management, LLC
DECREASED2,0492,380-331-14%$578.2K$473.3K-$104.9K2026-10-20
Capital Investment Advisors, LLC
DECREASED2,0442,109-65-3%$512.6K$472.3K-$40.2K2026-10-22
Apeiron RIA LLC
NEW2,043—+2,043——$475.0K—2026-10-08
Meredith Wealth Planning
INCREASED2,0421,447+595+41%$351.6K$471.8K+$120.2K2026-10-14
Advisory Solutions Group, LLC
INCREASED2,0401,112+928+83%$270.1K$471.2K+$201.1K2026-10-14
USAdvisors Wealth Management, LLC
DECREASED2,0252,742-717-26%$666.0K$467-$665.5K2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,0242,02400%$491.8K$467.6K-$24.2K2026-10-15
Villere ST Denis J & Co LLC
UNCHANGED2,0222,02200%$491.3K$467.1K-$24.2K2026-11-04
GreatBanc Trust Co
DECREASED2,0152,045-30-1%$496.9K$465.5K-$31.4K2026-11-04
Ballentine Capital Advisors, Inc
UNCHANGED2,0072,00700%$487.8K$463.8K-$24.0K2026-10-14
Verus Capital Partners, LLC
INCREASED1,9801,979+1+0%$480.8K$457.4K-$23.4K2026-11-03
Forvis Mazars Wealth Advisors, LLC
UNCHANGED1,9771,97700%$480.5K$456.9K-$23.6K2026-10-13
Lodestar Private Asset Management LLC
DECREASED1,9722,069-97-5%$502.7K$455.6K-$47.2K2026-10-26
Gemmer Asset Management LLC
INCREASED1,9701,966+4+0%$477.7K$455.2K-$22.5K2026-10-16
Forum Financial Management, LP
UNCHANGED1,9701,97000%$478.7K$455.2K-$23.6K2026-10-16
Client 1ST Advisory Group, LLC
UNCHANGED1,9661,96600%$477.7K$454.2K-$23.5K2026-10-19
Axxcess Wealth Management, LLC
INCREASED1,9651,010+955+95%$245.4K$453.8K+$208.4K2026-10-21
Grand Wealth Management, LLC
INCREASED1,9611,951+10+1%$474.0K$453.0K-$20.9K2026-11-09
Elevation Wealth Partners, LLC
DECREASED1,9592,019-60-3%$490.7K$452.7K-$38.0K2026-10-07
Encompass Wealth Advisors, LLC
INCREASED1,956960+996+104%$233.3K$451.9K+$218.6K2026-10-15
Adamsbrown Wealth Consultants LLC
UNCHANGED1,9551,95500%$475.1K$451.7K-$23.4K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED1,9531,873+80+4%$455.1K$451.2K-$3.9K2026-10-21
South Shore Capital Advisors
DECREASED1,9451,979-34-2%$480.8K$449.4K-$31.5K2026-10-20
Investment Insight Wealth Management, LLC
INCREASED1,9431,941+2+0%$471.7K$448.9K-$22.8K2026-10-30
Community Bank, N.A.
DECREASED1,9282,928-1,000-34%$711.5K$445.4K-$266.0K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED1,9222,235-313-14%$543.1K$444.0K-$99.0K2026-10-14
CoreCap Advisors, LLC
DECREASED1,9181,986-68-3%$482.5K$443.1K-$39.4K2026-10-08
Skyline Advisors, Inc.
UNCHANGED1,9111,91100%$464.2K$441.4K-$22.9K2026-11-03
Winthrop Capital Management, LLC
UNCHANGED1,9101,91000%$464.0K$441.2K-$22.8K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED1,9062,097-191-9%$509.4K$444.5K-$64.9K2026-10-30
Compass Financial Management LLC
INCREASED1,894401+1,493+372%$98.6K$437.5K+$338.9K2026-10-30
Florida Financial Advisors, LLC
NEW1,893—+1,893——$437.2K—2026-11-09
SeedSafe Financial LLC
UNCHANGED1,8931,89300%$460.0K$437.3K-$22.6K2026-11-02
Quadrant Capital Group LLC
UNCHANGED1,8871,88700%$458.5K$444.6K-$13.9K2026-10-20
Richmond Investment Services, LLC
INCREASED1,8821,558+324+21%$378.7K$434.7K+$56.1K2026-10-29
Uptown Financial Advisors LLC
INCREASED1,8781,788+90+5%$434.5K$433.9K-$5922026-10-15
HBK Sorce Advisory LLC
INCREASED1,8781,864+14+1%$465.6K$454.5K-$11.2K2026-11-06
Dala Group, LLC
INCREASED1,8701,572+298+19%$382.1K$432.0K+$49.9K2026-10-29
MKD Wealth Coaches, LLC
NEW1,860—+1,860——$429.7K—2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED1,8541,621+233+14%$393.4K$428.3K+$35.0K2026-10-14
Ridgewood Investments LLC
DECREASED1,8481,861-13-1%$452.2K$426.9K-$25.3K2026-10-05
Argentarii, LLC
DECREASED1,8441,879-35-2%$469.1K$426.1K-$43.0K2026-10-28
Thayer Partners, LLC / MA
INCREASED1,8431,840+3+0%$447.1K$425.8K-$21.4K2026-11-06
CGC Financial Services, LLC
UNCHANGED1,8411,84100%$447.3K$425.3K-$22.0K2026-10-13
Solutions 4 Wealth, Ltd
UNCHANGED1,8411,84100%$447.3K$425.3K-$22.0K2026-11-03
Verdence Capital Advisors LLC
INCREASED1,8381,702+136+8%$413.5K$424.6K+$11.2K2026-10-26
Uhlmann Price Securities, LLC
INCREASED1,8231,666+157+9%$405.0K$420.9K+$15.9K2026-11-03
Next Level Private LLC
DECREASED1,8081,827-19-1%$443.9K$417.7K-$26.2K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED1,8061,604+202+13%$389.9K$417.5K+$27.6K2026-10-29
Cypress Wealth Services, LLC
UNCHANGED1,8041,80400%$438.4K$424.4K-$13.9K2026-10-21
Partners Wealth Management, LLC
NEW1,802—+1,802——$416.3K—2026-10-28
Crusonia Wealth Advisors LLC
INCREASED1,7791,753+26+1%$425.9K$410.9K-$15.0K2026-10-26
Capital Advisors, Ltd. LLC
DECREASED1,7761,791-15-1%$435$410-$252026-10-27
Carnegie Lake Advisors LLC
UNCHANGED1,7751,77500%$431.3K$410.1K-$21.2K2026-11-06
Carnegie Investment Counsel
DECREASED1,7741,951-177-9%$474.1K$409.8K-$64.2K2026-10-20
Old North State Wealth Management, LLC
INCREASED1,7741,763+11+1%$429.2K$411.1K-$18.2K2026-10-22
NWF Advisory Services Inc.
INCREASED1,7741,773+1+0%$430.9K$409.8K-$21.1K2026-10-19
Connecticut Wealth Management, LLC
INCREASED1,7671,672+95+6%$406.2K$408.2K+$2.0K2026-10-13
SteelPeak Wealth, LLC
DECREASED1,7631,824-61-3%$443.2K$407.3K-$35.9K2026-10-16
Cutler Investment Counsel LLC
UNCHANGED1,7631,76300%$428.4K$407.3K-$21.1K2026-10-28
Vista Capital Partners, Inc.
INCREASED1,7461,743+3+0%$423.7K$403.4K-$20.3K2026-11-06
Berman McAleer LLC
UNCHANGED1,7361,73600%$421.8K$401.1K-$20.8K2026-10-16
MB, Levis & Associates, LLC
DECREASED1,7301,759-29-2%$427.5K$399.7K-$27.9K2026-10-16
Outbound Financial Inc
UNCHANGED1,7271,72700%$419.6K$399.0K-$20.7K2026-10-13
Cove Private Wealth, LLC
UNCHANGED1,7251,72500%$419.2K$398.5K-$20.6K2026-10-28
Synergy Asset Management, LLC
INCREASED1,7171,490+227+15%$362.1K$396.7K+$34.6K2026-11-05
Seed Wealth Management, Inc.
UNCHANGED1,7001,70000%$413.1K$392.8K-$20.3K2026-10-20
New England Private Wealth Advisors LLC
INCREASED1,6981,691+7+0%$412.9K$392.3K-$20.6K2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,6951,69500%$411.9K$391.6K-$20.3K2026-10-23
BWM Planning, LLC
UNCHANGED1,6551,65500%$402.2K$382.4K-$19.8K2026-11-09
JAG Capital Management, LLC
UNCHANGED1,6551,65500%$402.1K$382.4K-$19.8K2026-11-06
SBK Financial, Inc.
UNCHANGED1,6541,65400%$401.9K$382.1K-$19.8K2026-11-02
Summit Financial Strategies, Inc.
DECREASED1,6531,675-22-1%$407.1K$382.0K-$25.1K2026-10-14
DecisionMap Wealth Management, LLC
INCREASED1,6491,336+313+23%$324.6K$380.9K+$56.3K2026-10-29
Clear Creek Financial Management, LLC
INCREASED1,6341,571+63+4%$381.7K$377.5K-$4.2K2026-10-28
Advocate Group LLC
INCREASED1,6051,184+421+36%$287.7K$370.8K+$83.1K2026-10-19
Paulson Wealth Management Inc.
DECREASED1,6042,141-537-25%$520.1K$370.6K-$149.5K2026-11-02
Milestone Asset Management Group, LLC
INCREASED1,6041,552+52+3%$377.0K$370.7K-$6.3K2026-10-20
Marco Investment Management LLC
INCREASED1,5971,593+4+0%$387.1K$369.0K-$18.1K2026-11-09
AA Financial Advisors, LLC
UNCHANGED1,5931,59300%$387.1K$368.0K-$19.1K2026-10-19
Eastern Bank
INCREASED1,5891,509+80+5%$366.7K$367.1K+$4352026-10-05
North Capital, Inc.
INCREASED1,5781,571+7+0%$381.7K$371.8K-$9.9K2026-10-16
Bonfire Financial
INCREASED1,5571,517+40+3%$368.7K$359.6K-$9.1K2026-11-06
Net Worth Advisory Group
INCREASED1,5461,488+58+4%$361.5K$359.3K-$2.2K2026-10-20
Columbia Asset Management
UNCHANGED1,5411,54100%$374.4K$355.9K-$18.4K2026-10-19
Gilliland Jeter Wealth Management LLC
UNCHANGED1,5361,53600%$373.3K$354.9K-$18.4K2026-10-28
LWM Advisors Inc
INCREASED1,5321,509+23+2%$366.7K$353.9K-$12.7K2026-10-08
Procyon Advisors, LLC
INCREASED1,5281,424+104+7%$346.0K$353.0K+$6.9K2026-10-21
Penobscot Wealth Management
DECREASED1,5251,565-40-3%$380.2K$352.4K-$27.8K2026-10-21
Guidance Capital, Inc
DECREASED1,5111,575-64-4%$386.9K$371.8K-$15.2K2026-11-03
My Personal CFO, LLC
INCREASED1,5071,504+3+0%$365.4K$348.2K-$17.2K2026-10-14
New Hampshire Trust
DECREASED1,5061,596-90-6%$387.8K$347.9K-$39.9K2026-10-20
Richard P Slaughter Associates Inc
DECREASED1,5011,531-30-2%$372.0K$346.7K-$25.3K2026-10-13
Invested Advisors
INCREASED1,500848+652+77%$206.1K$346.5K+$140.5K2026-10-23
Thrive Wealth Management, LLC
INCREASED1,5001,470+30+2%$357.3K$346.4K-$10.9K2026-10-13
Luminvest Wealth Management LLC
NEW1,494—+1,494——$345.1K—2026-10-14
Vestia Personal Wealth Advisors
DECREASED1,4921,494-20%$363.0K$344.7K-$18.4K2026-10-20
Solstein Capital, LLC
INCREASED1,4851,478+7+0%$359.2K$343.0K-$16.2K2026-11-02
Barlow Wealth Partners, LLC
UNCHANGED1,4821,48200%$354.0K$348.7K-$5.3K2026-10-15
Kendall Capital Management
INCREASED1,4751,323+152+11%$321.5K$340.8K+$19.3K2026-10-23
Lazari Capital Management, Inc.
INCREASED1,4711,465+6+0%$355.9K$339.9K-$16.0K2026-10-20
Flagstar Securities, Inc
INCREASED1,4701,465+5+0%$356.1K$339.5K-$16.5K2026-10-15
Salus Financial Advisors, LLC
UNCHANGED1,4681,46800%$356.7K$339.2K-$17.6K2026-10-20
Melfa Wealth Management, Inc.
INCREASED1,4651,463+2+0%$355.4K$338.4K-$17.0K2026-11-06
KDK Private Wealth Management, LLC
UNCHANGED1,4601,46000%$354.8K$337.3K-$17.5K2026-11-03
Appleton Partners Inc
UNCHANGED1,4561,45600%$354.0K$336-$353.7K2026-10-30
Axim Planning & Wealth
DECREASED1,4551,548-93-6%$376.3K$336.0K-$40.2K2026-10-28
Sterling Investment Counsel, LLC
DECREASED1,4541,757-303-17%$426.9K$335.9K-$91.0K2026-10-19
Horizon Financial Services, LLC
INCREASED1,4521,333+119+9%$323.9K$335.5K+$11.6K2026-11-04
Harbor Asset Planning, Inc.
INCREASED1,4441,438+6+0%$349.5K$333.8K-$15.7K2026-10-23
Altiora Financial Group, LLC
UNCHANGED1,4411,44100%$350.1K$332.9K-$17.2K2026-11-04
Lantz Financial LLC
INCREASED1,440910+530+58%$221.1K$332.7K+$111.6K2026-10-15
71 West Capital Partners
NEW1,435—+1,435——$331.6K—2026-11-04
Roman Butler Fullerton & Co
INCREASED1,4341,433+1+0%$346.4K$337.8K-$8.7K2026-10-27
Park Edge Advisors, LLC
UNCHANGED1,4311,43100%$347.7K$330.6K-$17.1K2026-10-28
BCR Wealth Strategies, LLC
DECREASED1,4251,517-92-6%$368.0K$329.2K-$38.8K2026-11-06
Holland Advisory Services, Inc.
INCREASED1,4251,422+3+0%$345.6K$329.2K-$16.4K2026-10-26
W.H. Cornerstone Investments Inc.
UNCHANGED1,4251,42500%$346.2K$329.2K-$17.0K2026-11-03
Yoder Wealth Management, Inc.
UNCHANGED1,4231,42300%$345.8K$328.8K-$17.0K2026-10-13
Amplius Wealth Advisors, LLC
UNCHANGED1,4131,41300%$343.2K$326.4K-$16.9K2026-10-20
Sage Financial Management Group, Inc.
UNCHANGED1,4061,40600%$341.6K$324.8K-$16.8K2026-11-06
Finward Bancorp
UNCHANGED1,4061,40600%$341.6K$324.8K-$16.8K2026-10-14
Brady Martz Wealth Solutions, LLC
INCREASED1,4041,282+122+10%$311.5K$324.4K+$12.9K2026-11-05
Wescott Financial Advisory Group, LLC
DECREASED1,4023,239-1,837-57%$787.0K$324.0K-$463.0K2026-11-09
Western Pacific Wealth Management, LP
UNCHANGED1,3841,38400%$336.4K$319.8K-$16.6K2026-10-16
Titleist Asset Management, LLC
INCREASED1,3721,226+146+12%$297.8K$317.0K+$19.2K2026-10-08
RFG - Bristol Wealth Advisors, LLC
INCREASED1,3691,363+6+0%$331.2K$316.3K-$14.9K2026-10-09
Milestone Investment Advisors LLC
UNCHANGED1,3661,36600%$331.9K$315.6K-$16.3K2026-11-05
SVB Wealth LLC
DECREASED1,3641,390-26-2%$337.7K$315.1K-$22.6K2026-11-06
Jeppson Wealth Management, LLC
UNCHANGED1,3531,35300%$328.8K$312.6K-$16.2K2026-10-20
Montis Financial, LLC
UNCHANGED1,3401,34000%$325.6K$309.6K-$16.0K2026-11-04
Hippocratic Financial Advisors, LLC
UNCHANGED1,3231,32300%$321.5K$305.7K-$15.8K2026-10-13
New Covenant Trust Company, N.A.
DECREASED1,2961,477-181-12%$358.9K$299.4K-$59.5K2026-10-08
Key FInancial Inc
UNCHANGED1,2931,29300%$314.2K$298.7K-$15.5K2026-11-02
Wealth Quarterback LLC
DECREASED1,2871,294-7-1%$314.5K$297.3K-$17.2K2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED1,2871,28700%$312.7K$297.3K-$15.4K2026-10-22
Willow Creek Wealth Management Inc.
DECREASED1,2781,281-30%$311.3K$295.3K-$16.0K2026-10-26
Sound Income Strategies, LLC
DECREASED1,2771,326-49-4%$322.2K$298.6K-$23.6K2026-10-09
Iams Wealth Management, LLC
INCREASED1,2711,264+7+1%$307.3K$293.8K-$13.5K2026-10-15
Foundation Wealth Management, Llc\pa
UNCHANGED1,2661,26600%$307.6K$292.5K-$15.1K2026-10-14
Fell Capital Management
DECREASED1,2641,314-50-4%$319.3K$292.0K-$27.3K2026-10-09
Ti-Trust, Inc
UNCHANGED1,2631,26300%$306.9K$291.8K-$15.1K2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED1,2531,248+5+0%$303.2K$289.5K-$13.6K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED1,2451,244+1+0%$254.0K$288-$253.8K2026-11-04
L. Roy Papp & Associates, LLP
INCREASED1,2431,238+5+0%$300.8K$287.3K-$13.5K2026-10-21
Winthrop Advisory Group LLC
INCREASED1,2421,231+11+1%$299.2K$286.8K-$12.4K2026-10-22
Crumly & Associates Inc.
UNCHANGED1,2421,24200%$301.8K$286.9K-$14.9K2026-10-07
Merrithew & Thorsten Inc
INCREASED1,2411,135+106+9%$275.0K$286.7K+$11.7K2026-11-06
Lexington Hill Partners, LLC
INCREASED1,2371,232+5+0%$299.3K$285.8K-$13.5K2026-10-13
Ares Financial Consulting, LLC
UNCHANGED1,2371,23700%$300.5K$285.8K-$14.7K2026-10-19
Stewardship Advisors, LLC
DECREASED1,2351,769-534-30%$429.9K$285.3K-$144.5K2026-10-20
Retiremitten Financial LLC
INCREASED1,2261,021+205+20%$248.1K$295.4K+$47.3K2026-11-05
First Citizens Bank & Trust Co
NEW1,224—+1,224——$282.8K—2026-10-14
Intelligence Driven Advisers, LLC
INCREASED1,2231,218+5+0%$296.0K$282.7K-$13.3K2026-10-09
Independent Wealth Network Inc.
DECREASED1,2221,406-184-13%$341.7K$282.3K-$59.4K2026-10-19
Kraft, Davis & Associates, LLC
INCREASED1,2201,219+1+0%$291.2K$287.4K-$3.8K2026-10-21
Bernicke Wealth Management, Ltd.
UNCHANGED1,2171,21700%$295.8K$281.2K-$14.6K2026-11-06
15 Wealth Advisors LLC
NEW1,213—+1,213——$280.2K—2026-10-14
Integral Investment Advisors, Inc.
DECREASED1,2121,237-25-2%$300.5K$280.0K-$20.6K2026-11-03
Insight 2811, Inc.
NEW1,208—+1,208——$279.1K—2026-11-06
Harbour Capital Advisors, LLC
UNCHANGED1,2071,20700%$292.2K$278.9K-$13.3K2026-10-13
Highland Investment Advisors LLC
INCREASED1,2051,167+38+3%$283.5K$278.3K-$5.2K2026-11-09
Golden State Wealth Management, LLC
INCREASED1,2011,195+6+1%$290.5K$277.6K-$12.9K2026-11-02
Kroeger Financial Partners
DECREASED1,1921,210-18-1%$294.0K$275.4K-$18.6K2026-10-19
Accurate Wealth Management, LLC
DECREASED1,1861,425-239-17%$344.8K$279.4K-$65.5K2026-10-20
Welch & Forbes LLC
NEW1,182—+1,182——$273.1K—2026-11-04
SilverOak Wealth Management LLC
UNCHANGED1,1811,18100%$287.0K$272.8K-$14.1K2026-10-29
Romano Brothers and Company
UNCHANGED1,1751,17500%$285.5K$271.5K-$14.1K2026-10-22
Simplicity Wealth,LLC
DECREASED1,1731,904-731-38%$462.7K$271.1K-$191.6K2026-10-23
Certuity, LLC
INCREASED1,1721,153+19+2%$280.1K$270.7K-$9.4K2026-11-02
Philadelphia Investment Partners, LLC
UNCHANGED1,1711,17100%$284.8K$270.7K-$14.0K2026-11-09
Murphy Pohlad Asset Management LLC
INCREASED1,1661,092+74+7%$265.3K$269.5K+$4.1K2026-10-22
Lauterbach Financial Advisors, LLC
INCREASED1,1601,117+43+4%$271.4K$268.0K-$3.4K2026-10-21
Semitam Bonam LLC
DECREASED1,1591,630-471-29%$396.2K$267.7K-$128.5K2026-10-27
Beaumont Financial Advisors, LLC
INCREASED1,1551,040+115+11%$252.7K$266.7K+$14.0K2026-10-22
Ehrlich Financial Group
UNCHANGED1,1501,15000%$279.4K$265.7K-$13.8K2026-10-20
Bayban
UNCHANGED1,1501,15000%$279.4K$279.4K$02026-11-05
Cooper Financial Group
DECREASED1,1481,163-15-1%$282.5K$265.1K-$17.4K2026-10-07
N.E.W. Advisory Services LLC
INCREASED1,1451,141+4+0%$277.3K$264.5K-$12.9K2026-11-09
Granville Capital, Inc.
UNCHANGED1,1421,14200%$277.5K$263.8K-$13.7K2026-11-05
Veratis Advisors, Inc.
UNCHANGED1,1411,14100%$277.3K$263.7K-$13.6K2026-11-03
Keener Financial Planning LLC
UNCHANGED1,1381,13800%$276.0K$262.9K-$13.1K2026-11-06
Nikulski Financial, Inc.
DECREASED1,1353,077-1,942-63%$747.8K$262.3K-$485.5K2026-11-06
First Premier Bank
INCREASED1,129910+219+24%$221$261+$402026-10-13
Pearl Planning LLC
DECREASED1,1131,483-370-25%$360.4K$257.1K-$103.2K2026-10-13
Omega Financial Group, LLC
DECREASED1,1121,127-15-1%$273.8K$257.0K-$16.8K2026-10-29
Austin Wealth Management, LLC
DECREASED1,1061,261-155-12%$307.8K$258.7K-$49.0K2026-11-06
Accel Wealth Management
INCREASED1,1051,095+10+1%$266.2K$255.4K-$10.8K2026-10-13
Defined Wealth Management, LLC
DECREASED1,1051,110-50%$269.6K$255.2K-$14.4K2026-10-19
Tsfg, LLC
DECREASED1,1042,392-1,288-54%$581.0K$255-$580.7K2026-10-23
Chapman Financial Group, LLC
DECREASED1,1041,134-30-3%$275.6K$255.1K-$20.5K2026-10-26
Liberty Capital Management, Inc.
DECREASED1,1021,112-10-1%$270.2K$254.6K-$15.6K2026-11-02
Daviman Financial, LLC
DECREASED1,1001,109-9-1%$269.5K$254.2K-$15.3K2026-11-06
Lanark Financial, Inc.
INCREASED1,0991,039+60+6%$252.5K$253.9K+$1.4K2026-10-26
Smith Salley Wealth Management
INCREASED1,0981,027+71+7%$249.6K$253.7K+$4.1K2026-11-03
Element Pointe Advisors, LLC
INCREASED1,0901,004+86+9%$244.0K$251.8K+$7.9K2026-10-21
RFG Holdings, Inc.
INCREASED1,0871,085+2+0%$263.7K$251.3K-$12.4K2026-10-30
Woodard & Co Asset Management Group Inc
UNCHANGED1,0871,08700%$264.1K$251.1K-$13.0K2026-11-03
BAR Harbor Wealth Management
NEW1,086—+1,086——$250.9K—2026-10-21
International Assets Investment Management, LLC
INCREASED1,0811,041+40+4%$252.7K$251.4K-$1.3K2026-11-02
Cidel Asset Management Inc
UNCHANGED1,0751,07500%$261.2K$248.4K-$12.9K2026-10-29
Beacon Financial Planning, Inc
DECREASED1,0621,146-84-7%$278.5K$245.4K-$33.1K2026-11-04
Granite FO LLC
UNCHANGED1,0551,05500%$256.4K$243.7K-$12.6K2026-10-14
MBL Wealth, LLC
UNCHANGED1,0531,05300%$255.9K$243.3K-$12.6K2026-10-22
4Wealth Advisors, Inc.
INCREASED1,0521,042+10+1%$253.3K$245.3K-$8.0K2026-10-13
TFC Financial Management, Inc.
INCREASED1,0521,049+3+0%$254.8K$243.0K-$11.9K2026-10-26
Post Resch Tallon Group Inc.
INCREASED1,047978+69+7%$237.6K$241.9K+$4.2K2026-10-09
Cottage Street Advisors LLC
DECREASED1,0421,051-9-1%$255.3K$240.7K-$14.6K2026-10-19
Cypress Financial Planning LLC
DECREASED1,0421,043-10%$253.4K$240.7K-$12.7K2026-10-09
Balboa Wealth Partners
DECREASED1,0391,198-159-13%$291.1K$240.0K-$51.1K2026-10-20
Salomon & Ludwin, LLC
DECREASED1,0391,047-8-1%$254.1K$240.0K-$14.1K2026-10-29
Obermeyer Wealth Partners
DECREASED1,0241,094-70-6%$265.9K$236.6K-$29.3K2026-10-21
RAM Investment Partners, LLC
INCREASED1,0221,017+5+0%$247.2K$236.1K-$11.2K2026-10-21
Pinkerton Wealth, LLC
NEW1,018—+1,018——$235.2K—2026-10-29
True Freedom Investing, LLC
NEW1,018—+1,018——$235.2K—2026-10-29
Straight Path Wealth Management
DECREASED1,0181,097-79-7%$266.6K$235.2K-$31.4K2026-10-23
Colton Groome Financial Advisors, LLC
DECREASED1,0131,038-25-2%$252.2K$233.9K-$18.2K2026-10-06
Washington Trust Bank
NEW1,012—+1,012——$233.8K—2026-11-03
Holos Integrated Wealth LLC
UNCHANGED1,0101,01000%$244.7K$237.9K-$6.9K2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED1,0071,003+4+0%$243.7K$232.7K-$11.0K2026-10-19
Advisor OS, LLC
INCREASED1,002908+94+10%$220.7K$231.4K+$10.8K2026-11-03
Pinion Investment Advisors, LLC
DECREASED1,0021,095-93-8%$266.1K$231.5K-$34.6K2026-11-04
Hubbell Strickland Wealth Management, LLC
INCREASED1,001996+5+1%$242.1K$231.2K-$10.9K2026-10-29
Seven Mile Advisory
UNCHANGED1,0001,00000%$243.0K$231.0K-$12.0K2026-10-22
Aquire Wealth Advisors, LLC
INCREASED993974+19+2%$236.9K$229.4K-$7.4K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED9921,117-125-11%$271.4K$229.2K-$42.2K2026-10-23
Abound Wealth Management
INCREASED989987+2+0%$239.7K$228.5K-$11.2K2026-10-26
Tanager Wealth Management LLP
INCREASED987838+149+18%$203.6K$228.0K+$24.4K2026-10-19
Western Reserve Capital Management, LLC
INCREASED984983+1+0%$238.9K$227.3K-$11.5K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED9831,319-336-25%$320.5K$227.1K-$93.4K2026-10-27
TAGStone Capital, Inc.
DECREASED978992-14-1%$241.1K$226.0K-$15.1K2026-11-09
Evensky & Katz LLC
INCREASED977973+4+0%$237.0K$226-$236.8K2026-10-27
Horst & Graben Wealth Management LLC
INCREASED976971+5+1%$235.8K$225.4K-$10.4K2026-11-02
Artesa Financial Group, LLC
INCREASED966931+35+4%$226.3K$223.2K-$3.1K2026-10-29
First National Trust Co
DECREASED963972-9-1%$236.2K$222.5K-$13.7K2026-10-28
McLean Asset Management Corp
INCREASED963958+5+1%$234.3K$232.9K-$1.3K2026-11-06
jvl associates llc
UNCHANGED96396300%$234.0K$222.5K-$11.5K2026-10-09
Innovative Wealth Building LLC
INCREASED954948+6+1%$230.3K$220.3K-$10.0K2026-10-14
White Wing Wealth Management
DECREASED953972-19-2%$236.1K$220.2K-$15.9K2026-11-09
Ledyard National Bank
UNCHANGED95095000%$230.8K$219.5K-$11.4K2026-10-21
Quantum Financial Planning Services, Inc.
DECREASED948980-32-3%$238.0K$219.1K-$19.0K2026-10-14
First Heartland Consultants, Inc.
DECREASED9471,252-305-24%$304.2K$218.8K-$85.4K2026-10-08
Schulz Wealth, Ltd.
INCREASED947932+15+2%$226.6K$218.8K-$7.8K2026-11-03
Carmel Capital Partners, LLC
DECREASED946949-30%$230.6K$218.5K-$12.1K2026-11-03
Ipsen Advisor Group LLC
DECREASED945946-10%$230.0K$218.4K-$11.6K2026-10-29
Tillman Hartley LLC
DECREASED945946-10%$230.0K$218.5K-$11.5K2026-11-06
WPG Advisers, LLC
DECREASED9371,021-84-8%$248.1K$216.5K-$31.6K2026-10-27
Petersen Hastings Wealth Advisors Inc.
UNCHANGED93093000%$226.0K$214.9K-$11.1K2026-10-27
RW Investment Management LLC
DECREASED928941-13-1%$228.7K$214.5K-$14.2K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED92692600%$225.0K$213.9K-$11.1K2026-10-21
Brian LOW Financial Group, LLC
DECREASED919920-10%$223.5K$212.5K-$11.0K2026-10-28
American State Bank (Iowa)
INCREASED917913+4+0%$221.9K$211.8K-$10.1K2026-11-03
Regent Peak Wealth Advisors LLC
DECREASED916937-21-2%$227.7K$211.6K-$16.1K2026-10-13
Verisail Partners, LLC
INCREASED914903+11+1%$219.4K$211.2K-$8.3K2026-10-19
Donaldson Capital Management, LLC
UNCHANGED91091000%$221.2K$210.3K-$10.9K2026-11-09
Legacy Bridge, LLC
UNCHANGED90890800%$220.6K$209.8K-$10.9K2026-10-28
Kaizen Financial Strategies
NEW907—+907——$209.6K—2026-10-09
Silver OAK Wealth Advisors Services, LLC
UNCHANGED90490400%$219.8K$209.0K-$10.8K2026-11-09
Schear Investment Advisers, LLC
NEW900—+900——$207.9K—2026-10-14
Tempo Wealth, LLC
NEW900—+900——$207.9K—2026-10-14
Financial Planning Hawaii, Inc.
NEW899—+899——$207.7K—2026-10-13
RCS Financial Planning, LLC
DECREASED8971,165-268-23%$283.1K$207.2K-$75.8K2026-10-14
Venture Visionary Partners LLC
NEW893—+893——$206.3K—2026-10-07
Marin Bay Wealth Advisors, LLC
INCREASED892889+3+0%$216.1K$206.3K-$9.8K2026-10-28
Accredited Investor Services, LLC
DECREASED891936-45-5%$227.4K$205.8K-$21.6K2026-10-22
Beacon Financial Group
UNCHANGED88388300%$214.6K$204.0K-$10.6K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED880877+3+0%$213.0K$203.4K-$9.6K2026-11-04
CogentBlue Wealth Advisors, LLC
UNCHANGED88088000%$213.8K$203.3K-$10.5K2026-10-09
BAM Wealth Management, LLC
NEW878—+878——$202.8K—2026-10-15
Sigma Investment Counselors Inc
INCREASED876851+25+3%$206.7K$202.3K-$4.4K2026-10-27
Inman Jager Wealth Management, LLC
DECREASED873939-66-7%$228.2K$201.7K-$26.5K2026-11-05
Bare Financial Services, Inc
UNCHANGED87387300%$212.1K$201.7K-$10.4K2026-11-04
Cornerstone Wealth Group, LLC
NEW872—+872——$201.4K—2026-11-02
TT Capital Management LLC
INCREASED872865+7+1%$210.2K$201.5K-$8.7K2026-10-15
Entrust Financial LLC
DECREASED869886-17-2%$215.3K$200.8K-$14.6K2026-11-04
Ullmann Wealth Partners Group, LLC
INCREASED869868+1+0%$210.9K$200.7K-$10.2K2026-11-02
Helium Advisors LLC
INCREASED866862+4+0%$209.4K$200.0K-$9.4K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED84484400%$205.1K$195.0K-$10.1K2026-10-28
Tompkins Financial Corp
UNCHANGED84484400%$205.1K$195.0K-$10.1K2026-10-05
Kennebec Savings Bank
UNCHANGED81781700%$198.5K$188.8K-$9.8K2026-10-22
Arcadia Investment Advisors LLC
UNCHANGED81181100%$197.1K$187.4K-$9.7K2026-10-13
Edgemoor Investment Advisors, Inc.
NEW796—+796——$183.9K—2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED791793-20%$192.6K$182.7K-$9.9K2026-10-16
10Elms LLP
DECREASED706723-17-2%$175.6K$163.1K-$12.6K2026-11-06
Colony Family Offices, LLC
UNCHANGED69469400%$168.6K$160.3K-$8.3K2026-10-22
Fairscale Capital, LLC
UNCHANGED67967900%$165.0K$165.3K+$3062026-11-04
Atwood & Palmer Inc
INCREASED651451+200+44%$109.5K$150.3K+$40.8K2026-10-08
Transce3nd, LLC
INCREASED635118+517+438%$28.6K$152.0K+$123.4K2026-10-26
MV Capital Management, Inc.
UNCHANGED63363300%$153.8K$146.2K-$7.6K2026-10-29
Thompson Investment Management, Inc.
UNCHANGED63363300%$153.8K$146.2K-$7.6K2026-10-14
Gamma Investing LLC
UNCHANGED59359300%$144.1K$137.0K-$7.1K2026-10-08
Hilton Head Capital Partners, LLC
INCREASED587585+2+0%$142.1K$135.6K-$6.5K2026-10-23
Insight Inv LLC
UNCHANGED58558500%$142.1K$135.2K-$7.0K2026-10-27
Lowe Brockenbrough & Co Inc
INCREASED57896+482+502%$23.3K$133.5K+$110.2K2026-11-09
Hantz Financial Services, Inc.
INCREASED565558+7+1%$136.0K$131-$135.9K2026-11-09
Ascentis Independent Advisors
INCREASED55024+526+2192%$5.8K$127.1K+$121.2K2026-11-03
William Mack & Associates, Inc.
NEW539—+539——$124.4K—2026-10-27
Burk Holdings LLC
INCREASED534317+217+68%$77.0K$123.4K+$46.3K2026-11-05
Wagner Wealth Management, LLC
UNCHANGED50250200%$122.0K$116.0K-$6.0K2026-10-21
SYM Financial Corp
UNCHANGED50050000%$121.5K$115.5K-$6.0K2026-10-26
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED50050000%$121.0K$116-$120.9K2026-11-02
Torren Management, LLC
UNCHANGED49949900%$121.2K$115.2K-$6.0K2026-10-29
Latitude Advisors, LLC
NEW491—+491——$113.5K—2026-10-27
Mascoma Wealth Management LLC
NEW472—+472——$109.0K—2026-10-23
Atlantic Private Wealth, LLC
DECREASED464479-15-3%$116.5K$107.3K-$9.2K2026-11-09
Wealth Enhancement Trust Services, Inc.
DECREASED450545-95-17%$132.4K$104.0K-$28.5K2026-10-07
Bfsg, LLC
INCREASED440414+26+6%$100.7K$101.8K+$1.1K2026-10-30
Hurley Capital, LLC
DECREASED435550-115-21%$133.8K$100.6K-$33.1K2026-11-05
Old Second National Bank of Aurora
UNCHANGED42842800%$104.0K$98.9K-$5.1K2026-10-22
Main Street Group, LTD
UNCHANGED42542500%$103.3K$98.3K-$5.1K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED407406+1+0%$98.8K$94.1K-$4.6K2026-11-02
Provident Wealth Management, LLC
DECREASED4032,035-1,632-80%$494.5K$93.1K-$401.4K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED401400+1+0%$97.1K$92.7K-$4.4K2026-10-23
Mogy Joel R Investment Counsel Inc
UNCHANGED40040000%$97.2K$92.4K-$4.8K2026-10-13
Manchester Capital Management LLC
UNCHANGED40040000%$97.2K$92.4K-$4.8K2026-10-22
Rossmore Private Capital
UNCHANGED40040000%$97.2K$92.4K-$4.8K2026-10-27
United Financial Planning Group LLC
UNCHANGED39339300%$95.5K$90.8K-$4.7K2026-11-04
Cape Investment Advisory, Inc.
DECREASED384484-100-21%$117.6K$88.8K-$28.8K2026-10-13
American Capital Advisory, LLC
UNCHANGED37537500%$91.1K$86.6K-$4.5K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED37037000%$89.9K$85.5K-$4.4K2026-10-27
Addison Advisors LLC
UNCHANGED36936900%$89.7K$85.3K-$4.4K2026-11-06
Strive Financial Group,LLC
INCREASED365255+110+43%$62.0K$84.3K+$22.4K2026-11-09
Gen-Wealth Partners Inc
INCREASED349347+2+1%$84.4K$80.7K-$3.7K2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED34534500%$83.8K$79.7K-$4.1K2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED34534500%$83.7K$80.2K-$3.5K2026-10-20
Valley National Advisers Inc
UNCHANGED33733700%$81.9K$77.9K-$4.0K2026-10-23
Breakwater Investment Management
DECREASED321323-2-1%$78.5K$74.2K-$4.3K2026-10-20
Quest 10 Wealth Builders, Inc.
UNCHANGED31631600%$76.8K$73.0K-$3.8K2026-11-02
Armstrong Advisory Group, Inc
INCREASED314306+8+3%$74.4K$72.5K-$1.8K2026-10-09
West Paces Advisors Inc.
INCREASED314313+1+0%$76.2K$72.7K-$3.5K2026-10-13
SJS Investment Consulting Inc.
UNCHANGED29829800%$72.4K$68.8K-$3.6K2026-10-26
Investors Research Corp
DECREASED291341-50-15%$82.9K$67.2K-$15.6K2026-10-07
Alerus Financial NA
UNCHANGED27427400%$66.6K$63.3K-$3.3K2026-11-09
UMB Private Wealth Management, LLC
NEW269—+269——$62.1K—2026-10-19
Next Level Wealth Planning, LLC
NEW260—+260——$60.1K—2026-10-29
IAG Wealth Partners, LLC
UNCHANGED24524500%$59.5K$56.6K-$2.9K2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED24524500%$59.5K$56.6K-$2.9K2026-10-22
Adirondack Trust Co
UNCHANGED23623600%$57.3K$54.5K-$2.8K2026-10-14
Beacon Financial Strategies Corp
UNCHANGED23523500%$57.1K$54.3K-$2.8K2026-10-14
Horrell Capital Management, Inc.
UNCHANGED23223200%$56.4K$53.6K-$2.8K2026-10-08
NBH Bank
UNCHANGED22522500%$54.7K$52.0K-$2.7K2026-11-05
Centerpoint Advisors, LLC
NEW223—+223——$51—2026-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED21421400%$52.0K$49.4K-$2.6K2026-10-29
Peachtree Investment Partners, LLC
INCREASED208207+1+0%$50.4K$48.0K-$2.4K2026-11-05
DeDora Capital, Inc.
NEW202—+202——$46.7K—2026-10-26
Tounjian Advisory Partners, LLC
NEW191—+191——$44.1K—2026-11-04
First Bancorp, Inc
UNCHANGED18818800%$45.7K$43.4K-$2.2K2026-10-26
Key Capital Management, Inc
UNCHANGED18318300%$44.5K$42.3K-$2.2K2026-11-03
Redwood Park Advisors LLC
UNCHANGED18018000%$43.7K$41.7K-$2.0K2026-11-02
Putney Financial Group LLC
NEW168—+168——$38.8K—2026-10-30
Toth Financial Advisory Corp
UNCHANGED16816800%$40.8K$38.8K-$2.0K2026-10-08
Team Financial Group, LLC
NEW156—+156——$36.0K—2026-10-30
PlanVest Financial, Inc
UNCHANGED15215200%$36.9K$35.1K-$1.8K2026-11-09
Gleason Group, Inc.
UNCHANGED13913900%$33.7K$32.2K-$1.5K2026-10-15
MilWealth Group LLC
INCREASED134100+34+34%$24.3K$31.0K+$6.7K2026-11-02
Signature Resources Capital Management, LLC
DECREASED127182-55-30%$44.2K$29.3K-$14.9K2026-10-16
Jnba Financial Advisors
UNCHANGED12512500%$30.4K$28.9K-$1.5K2026-11-03
Marquette Asset Management, LLC
UNCHANGED12412400%$30.1K$28.6K-$1.5K2026-10-09
Barclays PLC
UNCHANGED12012000%$29.2K$27.7K-$1.4K2026-11-06
Caldwell Sutter Capital, Inc.
UNCHANGED11811800%$28.7K$27.3K-$1.4K2026-11-09
Country Trust Bank
UNCHANGED11411400%$27.7K$26.3K-$1.4K2026-10-30
Wealth Analytics Partners, LLC
NEW113—+113——$26.1K—2026-10-19
Register Financial Advisors LLC
INCREASED11212+100+833%$2.9K$25.9K+$23.0K2026-10-23
Fairman Group, LLC
UNCHANGED11211200%$27.2K$25.8K-$1.3K2026-10-26
Sunrise Financial Services, LLC
UNCHANGED11111100%$27.0K$25.6K-$1.3K2026-10-21
Private Wealth Management Group, LLC
UNCHANGED11011000%$26.6K$25.3K-$1.3K2026-10-19
Planning Strategies Inc.
UNCHANGED10910900%$26.5K$25.2K-$1.3K2026-10-02
Cheviot Value Management, LLC
NEW100—+100——$23.1K—2026-11-09
Blume Capital Management, Inc.
UNCHANGED10010000%$24.3K$23.1K-$1.2K2026-10-26
Westside Investment Management, Inc.
UNCHANGED979700%$23.6K$22.4K-$1.2K2026-11-02
Signature Equity Partners, LLC
INCREASED9291+1+1%$22.1K$21.1K-$9962026-10-29
Albion Financial Group
UNCHANGED919100%$22.1K$21.0K-$1.1K2026-10-21
Valley Wealth Managers, Inc.
UNCHANGED898900%$21.5K$20.5K-$1.0K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED87705-618-88%$171.4K$20.1K-$151.3K2026-10-14
Kingdom Financial Group Llc.
UNCHANGED878700%$21.2K$20.2K-$1.0K2026-11-04
Zions Bancorporation, National Association
UNCHANGED787800%$19.0K$18.0K-$9332026-11-06
Union Savings Bank
UNCHANGED757500%$18.2K$17.3K-$8972026-10-14
Bay Harbor Wealth Management, LLC
DECREASED7277-5-6%$18.7K$16.6K-$2.1K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED7165+6+9%$15.8K$16.4K+$6312026-11-05
McCarley & Cook Financial Planners
UNCHANGED696900%$16.8K$15.9K-$8252026-10-21
Dynamic Wealth Strategies, LLC
UNCHANGED636300%$15.3K$14.6K-$7532026-10-16
Noble Wealth Management PBC
UNCHANGED606000%$14.6K$13.9K-$7172026-10-01
Mycio Wealth Partners, LLC
UNCHANGED595900%$14.3K$13.6K-$6422026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED5673-17-23%$17.7K$12.9K-$4.8K2026-10-30
Hoese & Co LLP
UNCHANGED565600%$13.6K$12.9K-$6702026-10-21
Valued Wealth Advisors LLC
UNCHANGED565600%$13.5K$12.9K-$6652026-11-05
Laurel Wealth Advisors LLC
NEW55—+55——$12.7K—2026-10-27
Hamilton Point Investment Advisors, LLC
UNCHANGED545400%$13.1K$12.5K-$6452026-11-03
Financial Consulate, Inc
DECREASED53106-53-50%$25.8K$12.2K-$13.5K2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED535300%$12.9K$12.2K-$6332026-11-03
Viewpoint Capital Management LLC
NEW50—+50——$11.6K—2026-10-27
Nfsg Corp
DECREASED5053-3-6%$12.9K$11.6K-$1.3K2026-10-15
Davis Capital Management
UNCHANGED494900%$11.9K$11.3K-$5872026-10-08
Navigoe, LLC
UNCHANGED494900%$11$11$02026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED4732+15+47%$7.8K$10.9K+$3.1K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED474700%$11.3K$10.8K-$5582026-10-28
Armor Investment Advisors, LLC
UNCHANGED464600%$11.2K$10.6K-$5512026-10-27
Allspring Global Investments Holdings, LLC
INCREASED433+40+1333%$728$10.1K+$9.3K2026-11-04
Pioneer Family Office, LLC
NEW42—+42——$9.8K—2026-10-30
Clearstead Trust, LLC
INCREASED4218+24+133%$4.4K$9.7K+$5.3K2026-11-06
Coston, McIsaac & Partners
INCREASED4115+26+173%$3$9.5K+$9.5K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED414100%$10.0K$9.5K-$4912026-10-28
Walsh & Associates, LLC
UNCHANGED404000%$9.7K$9.2K-$4782026-11-09
Wells Financial Advisors Inc
UNCHANGED393900%$9.5K$9.0K-$4672026-11-02
Steph & Co
UNCHANGED373700%$9.0K$8.5K-$4432026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED373700%$9.0K$8.5K-$4422026-10-20
First Community Trust NA
UNCHANGED373700%$9.0K$8.5K-$4432026-10-07
J. R. Prunier Capital Management LLC
INCREASED3635+1+3%$8.6K$8.2K-$3872026-11-09
Frankly Finances, LLC
UNCHANGED363600%$8.7K$8.3K-$4312026-10-28
First Financial Corp
UNCHANGED353500%$8.5K$8.1K-$4192026-10-13
DecisionPoint Financial, LLC
UNCHANGED343400%$8.3K$7.9K-$3492026-10-27
Rothwell Investment Advisors, LLC
NEW32—+32——$7.3K—2026-11-06
GK Wealth Management LLC
NEW32—+32——$7.4K—2026-10-09
KFG LLC
NEW31—+31——$7.2K—2026-11-02
Buck Wealth Strategies, LLC
DECREASED3061-31-51%$14.8K$6.9K-$7.9K2026-10-28
Sankala Group LLC
UNCHANGED303000%$7.4K$6.9K-$4982026-11-09
Blueline Advisors LLC
INCREASED2824+4+17%$5.8K$6.5K+$6382026-10-15
Hughes Financial Services, LLC
UNCHANGED282800%$6.8K$6.9K+$522026-10-30
Meriwether Wealth & Planning, LLC
NEW26—+26——$6.0K—2026-10-13
Essential Investment Partners LLC
UNCHANGED252500%$6.1K$5.8K-$2992026-10-27
Provenance Wealth Advisors, LLC
UNCHANGED252500%$6.2K$5.9K-$3042026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED252500%$6.2K$5.9K-$2782026-10-20
Central Pacific Bank - Trust Division
UNCHANGED242400%$5.8K$5.5K-$2872026-10-06
First Pacific Financial
UNCHANGED242400%$5.8K$5.6K-$2622026-10-14
Concord Wealth Partners
UNCHANGED212100%$5.1K$4.9K-$2512026-11-02
Axiom Investment Management LLC
NEW20—+20——$4.6K—2026-11-03
Nemes Rush Group LLC
INCREASED209+11+122%$2.2K$4.6K+$2.4K2026-11-04
Winch Advisory Services, LLC
UNCHANGED202000%$4.9K$4.6K-$2392026-11-06
Security National Bank
UNCHANGED191900%$4.6K$4.4K-$2272026-10-26
Activest Wealth Management
UNCHANGED191900%$4.6K$4.4K-$2282026-10-15
Costello Asset Management, Inc
UNCHANGED191900%$4.6K$4.4K-$2082026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED181800%$4.4K$4.2K-$2152026-10-15
Networth Advisors, LLC
UNCHANGED151500%$3.7K$3.5K-$1652026-11-03
Global Trust Asset Management, LLC
UNCHANGED141400%$3.3K$3.2K-$1492026-10-19
Livelsberger Financial Advisory
NEW12—+12——$2.8K—2026-10-28
Rydar Equities, Inc.
NEW12—+12——$2.7K—2026-10-13
Ashton Thomas Securities, LLC
UNCHANGED121200%$2.9K$2.8K-$1442026-10-26
James T. Borello RIA
UNCHANGED121200%$2.9K$2.8K-$1442026-10-16
Princeton Global Asset Management LLC
UNCHANGED121200%$2.9K$2.8K-$1442026-10-21
Heritage Family Offices, LLP
NEW10—+10——$2.3K—2026-11-02
Darwin Wealth Management, LLC
UNCHANGED9900%$2.2K$2.1K-$992026-11-09
Quaker Wealth Management, LLC
UNCHANGED9900%$2.2K$2.1K-$1072026-10-22
Bullock Wealth Management Group
UNCHANGED9900%$2.2K$2.2K-$852026-10-09
Kentucky Trust Co
UNCHANGED7700%$1.7K$1.6K-$842026-10-15
Prudent Man Investment Management, Inc.
UNCHANGED7700%$1.5K$1.6K+$1352026-11-03
Centennial Bank
DECREASED635-29-83%$8.5K$1.4K-$7.1K2026-11-09
Clark Wealth Partners
UNCHANGED6600%$1.5K$1.4K-$712026-10-19
RMG Wealth Management LLC
NEW5—+5——$1.2K—2026-10-26
Gables Capital Management Inc.
UNCHANGED5500%$1.2K$1.2K-$602026-11-04
Spurstone Advisory Services, LLC
DECREASED35-2-40%$1.2K$697-$5172026-11-02
Tradewinds Capital Management, LLC
UNCHANGED1100%$243$232-$112026-10-23
Fourpath Capital Management, LLC
CLOSED027,447-27,447-100%$6.7M$0-$6.7M2026-10-19
KPP Advisory Services LLC
CLOSED012,707-12,707-100%$3.1M$0-$3.1M2026-10-26
Cardinal Point Capital Management ULC
CLOSED07,612-7,612-100%$1.8M$0-$1.8M2026-10-21
Principal Financial Group Inc
CLOSED04,267-4,267-100%$1.0M$0-$1.0M2026-11-02
Grange Capital, LLC
CLOSED04,158-4,158-100%$1.0M$0-$1.0M2026-10-20
Y-Intercept (Hong Kong) Ltd
CLOSED03,087-3,087-100%$750.1K$0-$750.1K2026-10-16
Anderson Hoagland & Co
CLOSED02,881-2,881-100%$700.1K$0-$700.1K2026-10-23
Harpswell Capital Advisors, LLC
CLOSED02,636-2,636-100%$640.5K$0-$640.5K2026-10-09
Hall Capital Management Co Inc
CLOSED01,962-1,962-100%$476.7K$0-$476.7K2026-11-09
National Wealth Management Group, LLC
CLOSED01,926-1,926-100%$468.0K$0-$468.0K2026-10-26
XXI Wealth, LLC
CLOSED01,311-1,311-100%$318.6K$0-$318.6K2026-10-22
Legacy Advisors, LLC
CLOSED01,235-1,235-100%$300.1K$0-$300.1K2026-10-19
Park Place Capital Corp
CLOSED01,234-1,234-100%$299.9K$0-$299.9K2026-11-09
Andrews, Lucia Wealth Management LLC
CLOSED01,160-1,160-100%$281.9K$0-$281.9K2026-11-02
World Equity Group, Inc.
CLOSED01,131-1,131-100%$274.8K$0-$274.8K2026-10-14
West Bancorporation Inc
CLOSED01,111-1,111-100%$270.0K$0-$270.0K2026-10-29
LongView Wealth Management
CLOSED01,033-1,033-100%$251.0K$0-$251.0K2026-10-19
Vaughan David Investments LLC
CLOSED0952-952-100%$231.0K$0-$231.0K2026-11-05
Maia Wealth LLC
CLOSED0951-951-100%$231.0K$0-$231.0K2026-10-19
Gilman Hill Asset Management, LLC
CLOSED0948-948-100%$230.4K$0-$230.4K2026-10-13
Redmond Asset Management, LLC
CLOSED0942-942-100%$228.9K$0-$228.9K2026-10-27
Fiduciary Alliance LLC
CLOSED0919-919-100%$223.3K$0-$223.3K2026-10-13
Heritage Wealth Management, Inc.
CLOSED0915-915-100%$222.4K$0-$222.4K2026-10-27
Opus Financial Solutions LLC
CLOSED0908-908-100%$220.6K$0-$220.6K2026-11-06
Sierra Ocean, LLC
CLOSED0902-902-100%$219.1K$0-$219.1K2026-11-03
Allegheny Financial Group
CLOSED0885-885-100%$215.1K$0-$215.1K2026-11-05
Camelot Portfolios, LLC
CLOSED0883-883-100%$214.6K$0-$214.6K2026-11-09
Iron Financial LLC
CLOSED0882-882-100%$214.4K$0-$214.4K2026-10-23
Hengehold Capital Management LLC
CLOSED0876-876-100%$212.8K$0-$212.8K2026-10-16
Symphony Financial, Ltd. Co.
CLOSED0864-864-100%$209.9K$0-$209.9K2026-10-22
Sagespring Wealth Partners, LLC
CLOSED0858-858-100%$208.4K$0-$208.4K2026-10-22
Altus Wealth Group LLC
CLOSED0852-852-100%$207.0K$0-$207.0K2026-10-20
Approach Retirement Advisors, LLC
CLOSED0850-850-100%$206.7K$0-$206.7K2026-10-22
LifeGuide Financial Advisors, LLC
CLOSED0844-844-100%$205.1K$0-$205.1K2026-10-20
Bull Oak Capital, LLC
CLOSED0841-841-100%$204.4K$0-$204.4K2026-10-23
FSA Investment Group, LLC
CLOSED0837-837-100%$203.3K$0-$203.3K2026-10-07
Elmwood Wealth Management, Inc.
CLOSED0832-832-100%$202.3K$0-$202.3K2026-10-14
Financial Harvest, LLC
CLOSED0832-832-100%$202.1K$0-$202.1K2026-10-15
Evolution Advisers, Inc.
CLOSED0610-610-100%$148.0K$0-$148.0K2026-11-06
Wellington Grp LLC
CLOSED0509-509-100%$110.6K$0-$110.6K2026-11-06
Cornerstone Planning Group LLC
CLOSED0470-470-100%$114.6K$0-$114.6K2026-10-16
Mechanics Financial Corp
CLOSED0400-400-100%$97.2K$0-$97.2K2026-11-05
Gill Capital Partners, LLC
CLOSED0361-361-100%$87.7K$0-$87.7K2026-10-13
Salem Investment Counselors Inc
CLOSED0358-358-100%$86.9K$0-$86.9K2026-10-13
Tucker Asset Management LLC
CLOSED0298-298-100%$72.4K$0-$72.4K2026-10-29
Tower View Wealth Management LLC
CLOSED0172-172-100%$41.7K$0-$41.7K2026-10-23
Vermillion Wealth Management, Inc.
CLOSED0166-166-100%$40.3K$0-$40.3K2026-10-26
LifeSteps Financial, Inc.
CLOSED0142-142-100%$34.5K$0-$34.5K2026-10-15
Heritage Wealth Advisors
CLOSED0120-120-100%$29.2K$0-$29.2K2026-11-09
CNB Bank
CLOSED063-63-100%$15.3K$0-$15.3K2026-11-09
Commonwealth Retirement Investments LLC
CLOSED061-61-100%$14.8K$0-$14.8K2026-10-26
Northstar Asset Management Co
CLOSED040-40-100%$9.8K$0-$9.8K2026-10-22
Hanson & Doremus Investment Management
CLOSED013-13-100%$3$0-$32026-10-16
Kings Path Partners LLC
CLOSED09-9-100%$2.2K$0-$2.2K2026-10-21
Smallwood Wealth Investment Management, LLC
CLOSED01-1-100%$242$0-$2422026-10-30
Bank of America Corp
N/A—13,679,532-13,679,532-100%$3.3B———
Morgan Stanley
N/A—3,863,641-3,863,641-100%$938.8M———
Betterment LLC
N/A—2,812,964-2,812,964-100%$683.5M———
Wells Fargo & Company
N/A—1,676,389-1,676,389-100%$407.3M———
Envestnet Asset Management Inc
N/A—1,593,329-1,593,329-100%$387.2M———
SEI Investments Co
N/A—1,515,431-1,515,431-100%$368.2M———
UBS Group AG
N/A—1,466,671-1,466,671-100%$356.4M———
Captrust Financial Advisors
N/A—1,294,112-1,294,112-100%$314.5M———
Cetera Investment Advisers
N/A—1,201,689-1,201,689-100%$292.0M———
Jones Financial Companies Lllp
N/A—1,035,273-1,035,273-100%$251.3M———
Raymond James Financial Inc
N/A—1,025,471-1,025,471-100%$249.2M———
Osaic Holdings, Inc.
N/A—854,208-854,208-100%$207.8M———
Focus Partners Wealth
N/A—833,299-833,299-100%$202.5M———
HighTower Advisors, LLC
N/A—761,123-761,123-100%$184.9M———
JPMorgan Chase & Co
N/A—702,244-702,244-100%$170.6M———
Ameriprise Financial Inc
N/A—675,077-675,077-100%$164.1M———
Pathstone Holdings, LLC
N/A—639,128-639,128-100%$155.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—617,562-617,562-100%$150.1M———
RWA Wealth Partners, LLC
N/A—535,469-535,469-100%$130.1M———
Moneta Group Investment Advisors LLC
N/A—509,083-509,083-100%$123.7M———
Royal Bank of Canada
N/A—485,216-485,216-100%$117.9M———
Mariner, LLC
N/A—474,531-474,531-100%$115.3M———
Rockefeller Capital Management L.P.
N/A—468,410-468,410-100%$113.8M———
Northwestern Mutual Wealth Management Co
N/A—385,819-385,819-100%$93.8M———
JMG Financial Group, Ltd.
N/A—379,798-379,798-100%$92.3M———
Stifel Financial Corp
N/A—367,336-367,336-100%$89.3M———
Cresset Asset Management, LLC
N/A—324,328-324,328-100%$78.8M———
SOA Wealth Advisors, Llc.
N/A—312,605-312,605-100%$7.0M———
Stephens Inc
N/A—302,916-302,916-100%$73.6M———
1832 Asset Management L.P.
N/A—297,518-297,518-100%$72.3M———
Bragg Financial Advisors, Inc
N/A—290,690-290,690-100%$70.6M———
Mason Investment Advisory Services, Inc.
N/A—282,251-282,251-100%$68.6M———
Goldman Sachs Group Inc
N/A—261,253-261,253-100%$63.5M———
United Capital Financial Advisors, LLC
N/A—258,163-258,163-100%$62.7M———
Cerity Partners LLC
N/A—248,766-248,766-100%$60.4M———
WIT, LLC
N/A—242,389-242,389-100%$58.9M———
Zhang Financial LLC
N/A—226,097-226,097-100%$54.9M———
Summit Financial, LLC
N/A—223,617-223,617-100%$54.3M———
Wealthspire Advisors, LLC
N/A—217,250-217,250-100%$52.8M———
Beacon Pointe Advisors, LLC
N/A—196,061-196,061-100%$47.6M———
MML Investors Services, LLC
N/A—187,080-187,080-100%$45.5M———
Comprehensive Financial Management LLC
N/A—184,376-184,376-100%$44.8M———
Mercer Global Advisors Inc
N/A—181,462-181,462-100%$44.1M———
Sanctuary Advisors, LLC
N/A—174,818-174,818-100%$42.5M———
FMR LLC
N/A—167,237-167,237-100%$40.6M———
Baird Financial Group, Inc.
N/A—160,911-160,911-100%$39.1M———
NewEdge Advisors, LLC
N/A—158,217-158,217-100%$38.4M———
Equitable Holdings, Inc.
N/A—155,199-155,199-100%$37.7M———
Strategies Wealth Advisors, LLC
N/A—152,687-152,687-100%$37.1M———
Asset Management Group, Inc.
N/A—150,058-150,058-100%$36.5M———
Northwest Quadrant Wealth Management, LLC
N/A—139,983-139,983-100%$34.0M———
Charles Schwab Investment Management Inc
N/A—139,326-139,326-100%$33.9M———
&partners
N/A—125,363-125,363-100%$30.5M———
BHK Investment Advisors, LLC
N/A—124,520-124,520-100%$30.3M———
World Investment Advisors
N/A—122,757-122,757-100%$26.9M———
Natixis Advisors, LLC
N/A—117,555-117,555-100%$28.6M———
Focus Partners Advisor Solutions, LLC
N/A—114,999-114,999-100%$27.9M———
Johnson Investment Counsel Inc
N/A—114,613-114,613-100%$27.8M———
Strategic Investment Advisors / MI
N/A—107,366-107,366-100%$26.1M———
Silver Coast Investments LLC
N/A—105,958-105,958-100%$25.7M———
Pasadena Private Wealth, LLC
N/A—102,774-102,774-100%$25.0M———
TrueWealth Financial Partners
N/A—95,773-95,773-100%$23.3M———
AQR Capital Management LLC
N/A—89,148-89,148-100%$21.7M———
Janney Montgomery Scott LLC
N/A—88,819-88,819-100%$21.6M———
MAI Capital Management
N/A—87,560-87,560-100%$21.3M———
Benjamin Edwards Inc
N/A—86,349-86,349-100%$21.0M———
Glenmede Trust Co NA
N/A—84,814-84,814-100%$20.6M———
Gallagher Fiduciary Advisors, LLC
N/A—79,492-79,492-100%$19.3M———
Arax Advisory Partners
N/A—74,105-74,105-100%$18.0M———
Steward Partners Investment Advisory, LLC
N/A—73,339-73,339-100%$17.8M———
Sequoia Financial Advisors, LLC
N/A—70,397-70,397-100%$17.1M———
Tradition Wealth Management, LLC
N/A—70,187-70,187-100%$17.1M———
Checchi Capital Advisers, LLC
N/A—68,723-68,723-100%$16.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—67,900-67,900-100%$16.5M———
Blair William & Co
N/A—67,544-67,544-100%$16.4M———
Texas Yale Capital Corp.
N/A—67,451-67,451-100%$16.4M———
Peapack Gladstone Financial Corp
N/A—66,949-66,949-100%$16.3M———
Fiducient Advisors LLC
N/A—65,357-65,357-100%$15.9M———
CIBC Bancorp USA Inc.
N/A—64,781-64,781-100%$16.2M———
Advisory Services Network, LLC
N/A—63,065-63,065-100%$15.3M———
Bartlett & Co. Wealth Management LLC
N/A—60,849-60,849-100%$14.8M———
Ancora Advisors LLCA
N/A—59,556-59,556-100%$14.5M———
Quantinno Capital Management LP
N/A—58,628-58,628-100%$14.2M———
Pure Financial Advisors, LLC
N/A—57,812-57,812-100%$14.0M———
Peak Retirement Planning, Inc.
N/A—56,505-56,505-100%$13.7M———
Lansing Street Advisors
N/A—51,593-51,593-100%$12.5M———
Private Advisor Group, LLC
N/A—51,111-51,111-100%$12.4M———
M&T Bank Corp
N/A—50,727-50,727-100%$12.3M———
Mayport, LLC
N/A—49,609-49,609-100%$12.1M———
AE Wealth Management LLC
N/A—48,902-48,902-100%$11.9M———
Advisory Alpha, LLC
N/A—48,560-48,560-100%$11.8M———
EP Wealth Advisors, LLC
N/A—47,757-47,757-100%$11.6M———
Spectrum Investment Advisors, Inc.
N/A—46,917-46,917-100%$11.4M———
Global Retirement Partners, LLC
N/A—46,486-46,486-100%$11.3M———
Alliancebernstein L.P.
N/A—46,086-46,086-100%$10.0M———
Tiaa Trust, National Association
N/A—46,002-46,002-100%$11.2M———
Pinnacle Financial Partners, Inc.
N/A—44,539-44,539-100%$10.8M———
Shufro Rose & Co LLC
N/A—43,533-43,533-100%$10.6M———
Arkadios Wealth Advisors
N/A—42,630-42,630-100%$10.4M———
Brown Advisory Inc
N/A—42,341-42,341-100%$10.3M———
Redwood Investment Management, LLC
N/A—42,150-42,150-100%$10.2M———
Vestmark Advisory Solutions, Inc.
N/A—40,611-40,611-100%$9.9M———
Elgethun Capital Management
N/A—39,970-39,970-100%$9.7M———
Fortis Capital Management LLC
N/A—39,653-39,653-100%$9.6M———
Bluespring Wealth Management, LLC
N/A—38,430-38,430-100%$9.3M———
Ellevest, Inc.
N/A—37,015-37,015-100%$91.1K———
Whittier Trust Co
N/A—36,336-36,336-100%$8.8M———
Mosaic Family Wealth Partners, LLC
N/A—35,853-35,853-100%$8.7M———
Spinnaker Trust
N/A—35,813-35,813-100%$8.7M———
Kinetic Wealth Investment Advisors LLC
N/A—35,241-35,241-100%$8.6M———
Plum Street Advisors, LLC
N/A—35,143-35,143-100%$8.5M———
Granby Capital Management, LLC
N/A—35,000-35,000-100%$8.5M———
Tacita Capital Inc
N/A—34,568-34,568-100%$8.4M———
Smartleaf Asset Management LLC
N/A—34,539-34,539-100%$8.4M———
E-Wealth Partners, LLC
N/A—34,384-34,384-100%$8.4M———
Bradley Foster & Sargent Inc
N/A—33,871-33,871-100%$8.2M———
GeoWealth Management, LLC
N/A—33,225-33,225-100%$8.1M———
American Investment Services, Inc.
N/A—30,374-30,374-100%$7.4M———
Boston Partners
N/A—29,901-29,901-100%$7.3M———
Ausdal Financial Partners, Inc.
N/A—29,538-29,538-100%$7.2M———
First Manhattan Co. Llc.
N/A—29,103-29,103-100%$7.1M———
CreativeOne Wealth, LLC
N/A—28,578-28,578-100%$6.9M———
Ameritas Advisory Services, LLC
N/A—28,483-28,483-100%$6.9M———
Waverly Advisors, LLC
N/A—28,200-28,200-100%$6.9M———
First American Trust, FSB
N/A—28,035-28,035-100%$6.8M———
Swan Capital LLC
N/A—27,930-27,930-100%$6.8M———
Cary Street Partners Financial LLC
N/A—27,691-27,691-100%$6.7M———
Northern Trust Corp
N/A—27,325-27,325-100%$6.6M———
Elite Financial, Inc.
N/A—27,170-27,170-100%$6.6M———
Vickerman Investment Advisors, Inc.
N/A—26,660-26,660-100%$6.5M———
Trustmark Bank Trust Department
N/A—26,176-26,176-100%$6.4M———
LifePlan Investment Advisors, Inc.
N/A—25,925-25,925-100%$6.3M———
Commerce Bank
N/A—25,262-25,262-100%$6.1M———
Regal Investment Advisors LLC
N/A—25,216-25,216-100%$6.1M———
Obsido Oy
N/A—25,193-25,193-100%$6.1M———
OneDigital Investment Advisors LLC
N/A—25,168-25,168-100%$6.1M———
Chilton Investment Co Inc.
N/A—24,882-24,882-100%$6.0M———
BlackRock, Inc.
N/A—24,814-24,814-100%$6.0M———
Bay Rivers Group
N/A—24,048-24,048-100%$5.8M———
Talon Private Wealth, LLC
N/A—23,880-23,880-100%$5.8M———
Vanguard National Trust Co
N/A—23,659-23,659-100%$5.7M———
Integrated Wealth Concepts LLC
N/A—23,524-23,524-100%$5.7M———
Susquehanna International Group, LLP
N/A—22,913-22,913-100%$5.6M———
Prudential Financial Inc
N/A—22,415-22,415-100%$5.4M———
Apriem Advisors
N/A—22,173-22,173-100%$5.4M———
Mission Creek Capital Partners, Inc.
N/A—21,490-21,490-100%$5.2M———
Truepoint, Inc.
N/A—21,023-21,023-100%$5.1M———
Tocqueville Asset Management L.P.
N/A—20,761-20,761-100%$5.0M———
IEQ Capital, LLC
N/A—20,112-20,112-100%$4.9M———
Scotia Capital Inc.
N/A—19,983-19,983-100%$4.9M———
Cahill Financial Advisors Inc
N/A—19,917-19,917-100%$4.8M———
Financial Advisors Network, Inc.
N/A—19,860-19,860-100%$4.8M———
Summit Wealth & Retirement Planning, Inc.
N/A—19,775-19,775-100%$4.8M———
Gateway Wealth Partners, LLC
N/A—19,304-19,304-100%$4.7M———
Ally Invest Advisors Inc.
N/A—19,226-19,226-100%$4.7M———
Aspen Wealth Strategies, LLC
N/A—18,638-18,638-100%$4.5M———
Viaable, LLC
N/A—17,627-17,627-100%$4.3M———
Tradewinds, Llc.
N/A—17,626-17,626-100%$478.9K———
Rockbridge Investment Management, LCC
N/A—17,588-17,588-100%$4.3M———
Integrity Wealth Solutions LLC
N/A—17,498-17,498-100%$4.3M———
Stratos Wealth Advisors, LLC
N/A—17,061-17,061-100%$4.1M———
BFC Planning, Inc.
N/A—17,036-17,036-100%$4.1M———
Flow Traders U.S. LLC
N/A—16,865-16,865-100%$4.1M———
FAS Wealth Partners, Inc.
N/A—16,712-16,712-100%$4.1M———
O'shaughnessy Asset Management, LLC
N/A—16,695-16,695-100%$4.1M———
NewEdge Wealth, LLC
N/A—16,668-16,668-100%$4.1M———
Rialto Wealth Management, LLC
N/A—16,395-16,395-100%$4.0M———
LOM Asset Management Ltd
N/A—16,392-16,392-100%$4.0M———
Modern Wealth Management, LLC
N/A—16,242-16,242-100%$3.9M———
Essex Financial Services, Inc.
N/A—16,109-16,109-100%$3.9M———
Stokes Family Office, LLC
N/A—15,304-15,304-100%$3.7M———
IHT Wealth Management, LLC
N/A—15,286-15,286-100%$3.7M———
Choate Investment Advisors
N/A—15,253-15,253-100%$3.7M———
NerdWallet Wealth Partners, LLC
N/A—14,263-14,263-100%$3.5M———
Huntington National Bank
N/A—14,235-14,235-100%$3.5M———
Vawter Financial, Ltd.
N/A—13,619-13,619-100%$3.3M———
CSM Advisors, LLC
N/A—13,484-13,484-100%$3.3M———
Foster & Motley Inc
N/A—12,945-12,945-100%$3.1M———
Composition Wealth, LLC
N/A—12,918-12,918-100%$3.1M———
Christine Messmer PC
N/A—12,869-12,869-100%$3.1M———
Federation des caisses Desjardins du Quebec
N/A—12,717-12,717-100%$3.1M———
New Age Alpha Advisors, LLC
N/A—12,665-12,665-100%$3.1M———
Shared Vision Wealth Group LLC
N/A—12,564-12,564-100%$3.1M———
O'rourke & Company, Inc
N/A—12,497-12,497-100%$3.0M———
Kintra Wealth, LLC
N/A—12,265-12,265-100%$3.1M———
Principal Securities, Inc.
N/A—12,195-12,195-100%$3.0M———
OneAscent Financial Services LLC
N/A—12,169-12,169-100%$3.0M———
Financial Engines Advisors L.L.C.
N/A—12,030-12,030-100%$2.9M———
Fiduciary Financial Advisors
N/A—11,919-11,919-100%$2.9M———
Advyzon Investment Management, LLC
N/A—11,827-11,827-100%$2.9M———
Midwestern Financial, LLC
N/A—11,654-11,654-100%$2.8M———
Wealthspire Retirement, LLC
N/A—11,463-11,463-100%$2.8M———
Beaird Harris Wealth Management, LLC
N/A—11,366-11,366-100%$2.8M———
Roberts Glore & Co Inc
N/A—11,291-11,291-100%$2.7M———
Savvy Advisors, Inc.
N/A—11,076-11,076-100%$2.7M———
Intellectus Partners, LLC
N/A—11,067-11,067-100%$2.7M———
Kingsview Wealth Management, LLC
N/A—10,926-10,926-100%$2.7M———
Vestwell Advisors, LLC
N/A—10,877-10,877-100%$2.6M———
Ballentine Partners, LLC
N/A—10,799-10,799-100%$2.6M———
WealthShield Partners, LLC
N/A—10,795-10,795-100%$2.6M———
Brand Asset Management Group, Inc.
N/A—10,707-10,707-100%$2.6M———
Seeds Investor LLC
N/A—10,511-10,511-100%$2.6M———
Stratos Wealth Partners, Ltd.
N/A—10,409-10,409-100%$2.5M———
NorthRock Partners, LLC
N/A—10,316-10,316-100%$2.5M———
Quotient Wealth Partners, LLC
N/A—10,262-10,262-100%$2.5M———
Vanguard Advisers Inc
N/A—10,220-10,220-100%$2.5M———
Goepper Burkhardt LLC
N/A—10,153-10,153-100%$2.5M———
Simmons Bank
N/A—10,119-10,119-100%$2.5M———
Empowered Funds, LLC
N/A—10,029-10,029-100%$2.4M———
Roundview Capital LLC
N/A—9,933-9,933-100%$2.4M———
One Charles Private Wealth Services, LLC
N/A—9,756-9,756-100%$2.4M———
Liberty Wealth Management LLC
N/A—9,752-9,752-100%$2.1M———
IF Advisors, LLC
N/A—9,464-9,464-100%$2.3M———
Tobias Financial Advisors, Inc.
N/A—9,216-9,216-100%$2.2M———
Topsail Wealth Management, LLC
N/A—9,071-9,071-100%$2.2M———
Wealthspan Partners, LLC
N/A—9,007-9,007-100%$2.2M———
BTC Capital Management, Inc.
N/A—8,712-8,712-100%$2.1M———
BSW Wealth Partners
N/A—8,689-8,689-100%$2.1M———
Loomis Sayles & Co L P
N/A—8,639-8,639-100%$2.1M———
Jacobs Equity LLC
N/A—8,597-8,597-100%$2.1M———
Mutual Advisors, LLC
N/A—8,421-8,421-100%$2.0M———
Windward Private Wealth Management Inc.
N/A—8,412-8,412-100%$2.0M———
Victory Capital Management Inc
N/A—8,408-8,408-100%$2.0M———
J. M. Brown & Associates Inc.
N/A—8,210-8,210-100%$2.0M———
Insigneo Advisory Services, LLC
N/A—7,880-7,880-100%$1.9M———
Vance Wealth, LLC
N/A—7,812-7,812-100%$1.9M———
IMA Advisory Services, Inc.
N/A—7,453-7,453-100%$1.8M———
SlateStone Wealth, LLC
N/A—7,412-7,412-100%$1.8M———
Alteri Wealth LLC
N/A—7,388-7,388-100%$1.8M———
Genesis Financial Group, LLC
N/A—7,151-7,151-100%$1.7M———
CIBC World Market Inc.
N/A—6,981-6,981-100%$1.7M———
Bank of Hawaii
N/A—6,971-6,971-100%$1.7M———
Aegis Wealth Management LLC
N/A—6,690-6,690-100%$1.6M———
Alesco Advisors, LLC, An ESL Co
N/A—6,644-6,644-100%$1.6M———
Dravo BAY LLC
N/A—6,624-6,624-100%$1.6M———
C M Bidwell & Associates LTD
N/A—6,420-6,420-100%$1.6M———
Gotham Asset Management, LLC
N/A—6,418-6,418-100%$1.6M———
Coastal Bridge Advisors, LLC
N/A—6,386-6,386-100%$1.6M———
Retirement Planning Group, LLC / NY
N/A—6,374-6,374-100%$1.5M———
McNamara Financial Services, Inc.
N/A—6,266-6,266-100%$1.5M———
Bruce G. Allen Investments, LLC
N/A—6,262-6,262-100%$1.5M———
Parkwoods Wealth Partners, LLC
N/A—6,239-6,239-100%$1.5M———
Precision Wealth Strategies, LLC
N/A—6,217-6,217-100%$1.5M———
Wellington Management Group LLP
N/A—6,197-6,197-100%$1.5M———
Painted Porch Advisors LLC
N/A—6,118-6,118-100%$1.5M———
VSM Wealth Advisory, LLC
N/A—6,105-6,105-100%$1.5M———
Franklin Resources Inc
N/A—6,102-6,102-100%$1.5M———
Wescap Management Group, Inc.
N/A—6,088-6,088-100%$1.5M———
Stembrook Asset Management, LLC
N/A—6,047-6,047-100%$1.5M———
Planning Directions Inc
N/A—5,999-5,999-100%$1.5M———
Flputnam Investment Management Co
N/A—5,873-5,873-100%$1.4M———
Maridea Wealth Management LLC
N/A—5,798-5,798-100%$1.4M———
Baldwin Investment Management, LLC
N/A—5,715-5,715-100%$1.4M———
UBS Asset Management Americas LLC
N/A—5,551-5,551-100%$1.3M———
Gladstone Institutional Advisory LLC
N/A—5,493-5,493-100%$1.3M———
Maimon Wealth Management Ltd.
N/A—5,409-5,409-100%$1.3M———
JT Stratford LLC
N/A—5,384-5,384-100%$1.3M———
Pacific SUN Financial Corp
N/A—5,376-5,376-100%$1.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—5,279-5,279-100%$1.3M———
Iron Gate Global Advisors LLC
N/A—5,262-5,262-100%$1.3M———
Strategic Financial Partners, Ltd.
N/A—5,211-5,211-100%$1.3M———
Capital Analysts, LLC
N/A—5,188-5,188-100%$1.3M———
Nuveen, LLC
N/A—5,000-5,000-100%$1.2M———
American Financial Advisors, LLC
N/A—4,966-4,966-100%$1.2M———
Caprock Group, LLC
N/A—4,956-4,956-100%$1.2M———
Empower Advisory Group, LLC
N/A—4,956-4,956-100%$1.2M———
Bridge Generations Wealth Management LLC
N/A—4,925-4,925-100%$1.2M———
Main Street Financial Solutions, LLC
N/A—4,907-4,907-100%$1.2M———
Resurgent Financial Advisors LLC
N/A—4,901-4,901-100%$1.2M———
RFP Financial Group LLC
N/A—4,880-4,880-100%$1.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—4,880-4,880-100%$1.2M———
Two Sigma Securities, LLC
N/A—4,784-4,784-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—4,772-4,772-100%$1.2M———
Providence Capital Advisors, LLC
N/A—4,698-4,698-100%$1.1M———
Petix & Botte Co
N/A—4,608-4,608-100%$1.1M———
Battery Global Advisors, LLC
N/A—4,545-4,545-100%$1.1M———
CVA Family Office, LLC
N/A—4,540-4,540-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—4,511-4,511-100%$643.0K———
Octavia Wealth Advisors, LLC
N/A—4,493-4,493-100%$1.1M———
Nicolet Bankshares Inc
N/A—4,492-4,492-100%$1.1M———
Financial Alternatives, Inc
N/A—4,489-4,489-100%$1.1M———
HFG Advisors, Inc.
N/A—4,481-4,481-100%$1.1M———
Wealth Alliance, LLC
N/A—4,463-4,463-100%$1.1M———
Canal Capital Management, LLC
N/A—4,382-4,382-100%$1.1M———
KEB Asset Management, LLC
N/A—4,374-4,374-100%$1.1M———
Yukon Wealth Management, Inc.
N/A—4,347-4,347-100%$1.1M———
Dopkins Wealth Management, LLC
N/A—4,326-4,326-100%$1.1M———
One Capital Management, LLC
N/A—4,298-4,298-100%$933.7K———
Caitlin John, LLC
N/A—4,268-4,268-100%$1.0M———
Becker Capital Management Inc
N/A—4,192-4,192-100%$1.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,170-4,170-100%$1.0M———
QRG Capital Management, Inc.
N/A—4,079-4,079-100%$991.0K———
Disciplined Investments, LLC
N/A—4,074-4,074-100%$989.9K———
Madison Wealth Partners, Inc
N/A—4,051-4,051-100%$984.4K———
Horizon Investment Services, LLC
N/A—3,990-3,990-100%$969.7K———
Kapstone Financial Advisors LLC
N/A—3,980-3,980-100%$967.1K———
American Money Management, LLC
N/A—3,916-3,916-100%$951.6K———
Magnolia Capital Advisors LLC
N/A—3,844-3,844-100%$934.1K———
Spirepoint Private Client, LLC
N/A—3,826-3,826-100%$929.7K———
Glassman Wealth Services
N/A—3,777-3,777-100%$917.7K———
Kovack Advisors, Inc.
N/A—3,762-3,762-100%$913.6K———
Envision Financial Planning, LLC
N/A—3,726-3,726-100%$905.4K———
Anchor Investment Management, LLC
N/A—3,668-3,668-100%$891.2K———
KDT Advisors, LLC
N/A—3,650-3,650-100%$886.9K———
Medallion Wealth Advisors, LLC
N/A—3,600-3,600-100%$874.6K———
Arrowroot Family Office, LLC
N/A—3,551-3,551-100%$862.9K———
Libra Wealth LLC
N/A—3,479-3,479-100%$845.4K———
Elm Partners Management LLC
N/A—3,450-3,450-100%$838.4K———
Prospect Financial Services LLC
N/A—3,446-3,446-100%$837.4K———
First National Bank of Omaha
N/A—3,324-3,324-100%$807.7K———
MorganRosel Wealth Management, LLC
N/A—3,317-3,317-100%$806.0K———
Abbot Financial Management, Inc.
N/A—3,314-3,314-100%$805.3K———
Atlantic Union Bankshares Corp
N/A—3,304-3,304-100%$802.9K———
Astoria Portfolio Advisors Llc.
N/A—3,249-3,249-100%$789.6K———
Snowden Capital Advisors LLC
N/A—3,230-3,230-100%$784.9K———
Orion Porfolio Solutions, LLC
N/A—3,172-3,172-100%$770.7K———
Resolute Advisors LLC
N/A—3,158-3,158-100%$767.4K———
Unconventional Investor, LLC
N/A—3,148-3,148-100%$764.9K———
Pointe Capital Management LLC
N/A—3,111-3,111-100%$755.9K———
Calton & Associates, Inc.
N/A—3,079-3,079-100%$748.2K———
First Trust Advisors LP
N/A—3,033-3,033-100%$736.9K———
Brandes Investment Partners, LP
N/A—3,028-3,028-100%$735.8K———
Aptus Capital Advisors, LLC
N/A—3,027-3,027-100%$735.5K———
Beckerman Institutional, LLC
N/A—3,024-3,024-100%$734.6K———
National Bank of Canada
N/A—3,008-3,008-100%$730.5K———
Weik Capital Management
N/A—3,000-3,000-100%$729.0K———
Centaurus Financial, Inc.
N/A—2,966-2,966-100%$721.0K———
Comprehensive Money Management Services LLC
N/A—2,923-2,923-100%$710.3K———
Pennington Partners & Co., LLC
N/A—2,889-2,889-100%$701.9K———
Cozad Asset Management Inc
N/A—2,886-2,886-100%$701.3K———
Continuum Advisory, LLC
N/A—2,859-2,859-100%$694.6K———
Compass Capital Corp
N/A—2,856-2,856-100%$713.0K———
American Trust
N/A—2,850-2,850-100%$692.4K———
Trailhead Planners LLC
N/A—2,821-2,821-100%$685.5K———
Perennial Investment Advisors, LLC
N/A—2,811-2,811-100%$682.9K———
Empirical Asset Management, LLC
N/A—2,765-2,765-100%$671.9K———
Avant Capital LLC
N/A—2,737-2,737-100%$665.0K———
Windsor Advisory Group, LLC
N/A—2,720-2,720-100%$660.9K———
Foundations Investment Advisors, LLC
N/A—2,719-2,719-100%$660.6K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,675-2,675-100%$649.9K———
Fiduciary Trust Co
N/A—2,674-2,674-100%$649.8K———
Integrated Wealthcare, LLC
N/A—2,663-2,663-100%$647.1K———
Greenline Partners, LLC
N/A—2,660-2,660-100%$646.4K———
Tyche Wealth Partners LLC
N/A—2,660-2,660-100%$646.5K———
Systematic Financial Management LP
N/A—2,647-2,647-100%$643.1K———
Kastel Capital Advisors, LLC
N/A—2,620-2,620-100%$569.1K———
Hexagon Capital Partners LLC
N/A—2,608-2,608-100%$633.6K———
SageView Advisory Group, LLC
N/A—2,583-2,583-100%$627.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,544-2,544-100%$617.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,539-2,539-100%$617.1K———
Highview Capital Management LLC
N/A—2,531-2,531-100%$615.0K———
Axis Wealth Partners, LLC
N/A—2,512-2,512-100%$610.5K———
Leo H. Evart, Inc.
N/A—2,506-2,506-100%$609.0K———
Prosperity Consulting Group, LLC
N/A—2,472-2,472-100%$600.7K———
Fidelis Capital Partners, LLC
N/A—2,433-2,433-100%$591.2K———
NorthStar Asset Management LLC
N/A—2,409-2,409-100%$585.4K———
Cascade Financial Partners, LLC
N/A—2,404-2,404-100%$584.1K———
Dorsey & Whitney Trust Co LLC
N/A—2,399-2,399-100%$582.9K———
Dearborn Partners LLC
N/A—2,381-2,381-100%$578.6K———
Orleans Capital Management Corp
N/A—2,373-2,373-100%$576.6K———
Magnolia Private Wealth, LLC
N/A—2,357-2,357-100%$572.7K———
Laird Norton Wetherby Trust Company, LLC
N/A—2,353-2,353-100%$571.8K———
Envestnet Portfolio Solutions, Inc.
N/A—2,344-2,344-100%$569.7K———
Red Wave Investments LLC
N/A—2,300-2,300-100%$558.9K———
Fort Sheridan Advisors LLC
N/A—2,264-2,264-100%$550.1K———
Aimz Investment Advisors, LLC
N/A—2,260-2,260-100%$549.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,241-2,241-100%$544.6K———
Blom & Howell Financial Planning, Inc.
N/A—2,216-2,216-100%$538.4K———
Coastwise Capital Group, LLC
N/A—2,204-2,204-100%$535.6K———
Bearing Point Capital, LLC
N/A—2,200-2,200-100%$534.6K———
Round Rock Advisors LLC
N/A—2,199-2,199-100%$534.3K———
Arbor Trust Wealth Advisors, LLC
N/A—2,190-2,190-100%$532.1K———
Silvercrest Asset Management Group LLC
N/A—2,156-2,156-100%$523.9K———
Dimension Capital Management LLC
N/A—2,145-2,145-100%$521.2K———
JMN Financial LLC
N/A—2,141-2,141-100%$520.4K———
GTS Securities LLC
N/A—2,137-2,137-100%$519.3K———
Pettyjohn, Wood & White, Inc
N/A—2,120-2,120-100%$515.1K———
Range Advisory, LLC
N/A—2,117-2,117-100%$514.4K———
Aureus Asset Management, LLC
N/A—2,117-2,117-100%$514.4K———
Security National Bank of SO DAK
N/A—2,107-2,107-100%$512.0K———
Copia Wealth Management
N/A—2,092-2,092-100%$508.3K———
Barnes Pettey Financial Advisors, LLC
N/A—2,080-2,080-100%$505.5K———
Wilson & Boucher Capital Management, LLC
N/A—2,021-2,021-100%$491.1K———
Clark Capital Management Group, Inc.
N/A—2,014-2,014-100%$489.3K———
Bantamac Capital, LLC
N/A—2,000-2,000-100%$486.0K———
Rathbones Group PLC
N/A—2,000-2,000-100%$486.0K———
AssuredPartners Investment Advisors, LLC
N/A—1,979-1,979-100%$480.8K———
Walter & Keenan Wealth Management LLC
N/A—1,954-1,954-100%$474.8K———
Summit Trail Advisors, LLC
N/A—1,937-1,937-100%$470.7K———
CM Wealth Advisors LLC
N/A—1,926-1,926-100%$468.0K———
Kera Capital Partners, Inc.
N/A—1,923-1,923-100%$467.3K———
Brown Brothers Harriman & Co
N/A—1,912-1,912-100%$464.6K———
Aspen Grove Capital, LLC
N/A—1,901-1,901-100%$462.0K———
Rexford Capital Inc
N/A—1,900-1,900-100%$461.7K———
Athena Investment Management
N/A—1,898-1,898-100%$461.3K———
Rothschild Capital Partners, LLC
N/A—1,897-1,897-100%$461.0K———
Chevy Chase Trust Holdings, LLC
N/A—1,896-1,896-100%$460.7K———
Bogart Wealth, LLC
N/A—1,858-1,858-100%$451.5K———
Twin Focus Capital Partners, LLC
N/A—1,855-1,855-100%$450.7K———
Graney & King, LLC
N/A—1,845-1,845-100%$330.2K———
Investments & Financial Planning, LLC
N/A—1,840-1,840-100%$447.0K———
Security National Bank of Sioux City Iowa
N/A—1,836-1,836-100%$446.1K———
Evercore Wealth Management, LLC
N/A—1,827-1,827-100%$443.9K———
Whittier Trust Co of Nevada Inc
N/A—1,812-1,812-100%$439.1K———
Van Diest Capital, LLC
N/A—1,771-1,771-100%$430.4K———
Drucker Wealth 3.0, LLC
N/A—1,765-1,765-100%$428.9K———
Ethos Financial Group, LLC
N/A—1,748-1,748-100%$428.3K———
Dakota Wealth Management
N/A—1,746-1,746-100%$424.2K———
Sonoma Private Wealth LLC
N/A—1,719-1,719-100%$417.7K———
PFG Investments, LLC
N/A—1,705-1,705-100%$414.4K———
Brightwater Advisory LLC
N/A—1,688-1,688-100%$410.2K———
MWA Asset Management
N/A—1,678-1,678-100%$407.7K———
HSBC Holdings PLC
N/A—1,670-1,670-100%$405.8K———
Berger Financial Group, Inc
N/A—1,651-1,651-100%$401.1K———
Annandale Capital, LLC
N/A—1,625-1,625-100%$395.0K———
Cambria Investment Management, L.P.
N/A—1,616-1,616-100%$392.7K———
1ST Source Bank
N/A—1,583-1,583-100%$384.7K———
Team Hewins, LLC
N/A—1,582-1,582-100%$384.4K———
Vantage Point Financial LLC
N/A—1,573-1,573-100%$382.2K———
Capasso Planning Partners LLC
N/A—1,569-1,569-100%$381.2K———
Keystone Financial Group
N/A—1,539-1,539-100%$373.9K———
Integrity Financial Corp
N/A—1,536-1,536-100%$373.3K———
Schrum Private Wealth Management LLC
N/A—1,504-1,504-100%$274.5K———
Curi Capital, LLC
N/A—1,504-1,504-100%$365.4K———
Argent Advisors, Inc.
N/A—1,500-1,500-100%$364.5K———
Invst, LLC
N/A—1,491-1,491-100%$362.2K———
Rehmann Capital Advisory Group
N/A—1,479-1,479-100%$359.5K———
Keel Point, LLC
N/A—1,478-1,478-100%$359.1K———
EWA, LLC
N/A—1,458-1,458-100%$354.3K———
Performance Wealth Partners, LLC
N/A—1,455-1,455-100%$353.6K———
Rothschild Investment LLC
N/A—1,439-1,439-100%$349.6K———
Gambit Capital Management, LLC
N/A—1,434-1,434-100%$348.5K———
Prudent Investors Network, Inc.
N/A—1,417-1,417-100%$344.3K———
Strategic Financial Services, Inc.
N/A—1,405-1,405-100%$341.3K———
Founders Financial Alliance, LLC
N/A—1,403-1,403-100%$340.9K———
Wrapmanager Inc
N/A—1,396-1,396-100%$339.2K———
Headinvest, LLC
N/A—1,325-1,325-100%$322.0K———
HHM Wealth Advisors, LLC
N/A—1,318-1,318-100%$320.3K———
Synergy Investment Management, LLC
N/A—1,315-1,315-100%$321.2K———
Claris Advisors, LLC / MO /
N/A—1,314-1,314-100%$319.3K———
Passive Capital Management, Llc.
N/A—1,310-1,310-100%$277.4K———
Advocacy Wealth Management, LLC
N/A—1,305-1,305-100%$317.1K———
Capital Group Private Client Services, Inc.
N/A—1,300-1,300-100%$315.8K———
MOR Wealth Management, LLC
N/A—1,277-1,277-100%$310.4K———
WealthTrak Capital Management LLC
N/A—1,273-1,273-100%$309.4K———
Pgim Custom Harvest LLC
N/A—1,257-1,257-100%$305.4K———
Inspire Advisors, LLC
N/A—1,256-1,256-100%$305.2K———
Colonial Trust Co / SC
N/A—1,253-1,253-100%$304.5K———
Tower Bridge Advisors
N/A—1,250-1,250-100%$303.7K———
Guardian Wealth Advisors, LLC / NC
N/A—1,234-1,234-100%$299.8K———
Callan Family Office, LLC
N/A—1,224-1,224-100%$297.4K———
Harvest Investment Services, LLC
N/A—1,220-1,220-100%$296.5K———
SCS Capital Management LLC
N/A—1,217-1,217-100%$295.7K———
Crewe Advisors LLC
N/A—1,215-1,215-100%$295.2K———
Tandem Financial, LLC
N/A—1,205-1,205-100%$292.8K———
Gilbert & Cook, Inc.
N/A—1,170-1,170-100%$284.3K———
Ellenbecker Investment Group
N/A—1,167-1,167-100%$283.7K———
Hilltop Holdings Inc.
N/A—1,165-1,165-100%$283.1K———
Red Door Wealth Management, LLC
N/A—1,156-1,156-100%$281.0K———
Anchor Bay Capital, Inc.
N/A—1,140-1,140-100%$284.1K———
Financial Gravity Companies, Inc.
N/A—1,138-1,138-100%$276.5K———
Sound View Wealth Advisors Group, LLC
N/A—1,128-1,128-100%$274.1K———
Pitcairn Wealth Advisors LLC
N/A—1,126-1,126-100%$273.6K———
M3 Advisory Group, LLC
N/A—1,123-1,123-100%$273.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,117-1,117-100%$271.5K———
Legacy Wealth Managment, LLC
N/A—1,109-1,109-100%$269.5K———
Keating Financial Advisory Services, Inc.
N/A—1,104-1,104-100%$268.3K———
Investment Advisory Group, LLC
N/A—1,086-1,086-100%$264.0K———
Sfmg, LLC
N/A—1,085-1,085-100%$263.6K———
Sargent Investment Group, LLC
N/A—1,060-1,060-100%$257.6K———
Fourth Dimension Wealth, LLC
N/A—1,059-1,059-100%$257.3K———
Winthrop Partners - WNY, LLC
N/A—1,058-1,058-100%$257.1K———
Northstar Group, Inc.
N/A—1,043-1,043-100%$253.5K———
Peak Asset Management, LLC
N/A—1,029-1,029-100%$250.0K———
Westmount Partners, LLC
N/A—1,025-1,025-100%$249.0K———
Serenus Wealth Advisors, LLC
N/A—1,016-1,016-100%$246.9K———
United Bank
N/A—1,000-1,000-100%$243.0K———
Meridian Wealth Advisors, LLC
N/A—995-995-100%$241.7K———
Geometric Wealth Advisors
N/A—993-993-100%$241.3K———
Legacy Capital Wealth Management, LLC
N/A—991-991-100%$240.7K———
Sovereign Financial Group, Inc.
N/A—988-988-100%$240.1K———
WNY Asset Management, LLC
N/A—981-981-100%$238.3K———
Satovsky Asset Management LLC
N/A—980-980-100%$238.2K———
Private Wealth Asset Management, LLC
N/A—965-965-100%$234.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—956-956-100%$232.3K———
CFO4Life Group, LLC
N/A—956-956-100%$232.2K———
WealthCollab, LLC
N/A—952-952-100%$231.3K———
Meeder Advisory Services, Inc.
N/A—949-949-100%$230.6K———
Legend Capital Advisors LLC
N/A—946-946-100%$229.9K———
Tiaa Wealth Investment Management LLC
N/A—946-946-100%$229.9K———
Strategic Wealth Partners, Ltd.
N/A—937-937-100%$227.7K———
Forefront Wealth Partners, LLC
N/A—935-935-100%$227.3K———
PAX Financial Group, LLC
N/A—928-928-100%$225.5K———
Wealth Advisors of Iowa, LLC
N/A—928-928-100%$225.4K———
Daybright Advisory Services, Inc.
N/A—920-920-100%$225.2K———
Miller Capital Partners, Inc.
N/A—920-920-100%$223.6K———
Independent Advisor Alliance
N/A—920-920-100%$223.6K———
Mayflower Financial Advisors, LLC
N/A—904-904-100%$219.7K———
Operose Advisors LLC
N/A—898-898-100%$218.2K———
Paragon Financial Partners, Inc.
N/A—896-896-100%$219.1K———
Cornerstone Financial Management LLC
N/A—888-888-100%$215.8K———
Lifeworks Advisors, LLC
N/A—888-888-100%$215.8K———
Venturi Wealth Management, LLC
N/A—887-887-100%$215.5K———
FSA Advisors, Inc.
N/A—875-875-100%$212.6K———
Smith, Moore & Co.
N/A—865-865-100%$210.3K———
Evernest Financial Advisors, LLC
N/A—864-864-100%$209.9K———
Cornerstone Financial Group, LLC
N/A—859-859-100%$208.7K———
Advisors Capital Management, LLC
N/A—843-843-100%$204.9K———
Glen Eagle Advisors, LLC
N/A—840-840-100%$204.1K———
IAM Advisory, LLC
N/A—833-833-100%$202.3K———
Timbuktu Capital Management, LLC
N/A—831-831-100%$201.9K———
Port Capital LLC
N/A—825-825-100%$200.5K———
New Republic Capital, LLC
N/A—775-775-100%$188.3K———
Transamerica Financial Advisors, LLC
N/A—745-745-100%$181.3K———
Ameriflex Group, Inc.
N/A—738-738-100%$179.3K———
Steigerwald, Gordon & Koch Inc.
N/A—733-733-100%$178.0K———
Nalls Sherbakoff Group, LLC
N/A—708-708-100%$172.0K———
Crews Bank & Trust
N/A—678-678-100%$164.7K———
Napier Financial, LLC
N/A—639-639-100%$155.4K———
Hollencrest Capital Management
N/A—615-615-100%$149.4K———
Marshall Investment Management, LLC
N/A—614-614-100%$149.2K———
Lazard Asset Management LLC
N/A—610-610-100%$148.2K———
Field & Main Bank
N/A—600-600-100%$145.8K———
MidFirst Bank
N/A—588-588-100%$142.9K———
LRI Investments, LLC
N/A—588-588-100%$142.9K———
Johnson Financial Group, Inc.
N/A—565-565-100%$137.3K———
Oxford Financial Group, Ltd. LLC
N/A—537-537-100%$130.5K———
Qube Research & Technologies Ltd
N/A—521-521-100%$126.6K———
Raffa Wealth Management, LLC
N/A—485-485-100%$117.9K———
Basecamp Wealth Advisors LLC
N/A—466-466-100%$113.3K———
Dunhill Financial, LLC
N/A—439-439-100%$106.7K———
Proffitt & Goodson Inc
N/A—360-360-100%$87.5K———
Financial Life Planners
N/A—350-350-100%$85.0K———
JDM Financial Group LLC
N/A—341-341-100%$82.9K———
Horizon Bancorp Inc
N/A—338-338-100%$82.0K———
Howe & Rusling Inc
N/A—273-273-100%$66.3K———
JPL Wealth Management, LLC
N/A—270-270-100%$65.6K———
Cbiz Investment Advisory Services, LLC
N/A—248-248-100%$53.9K———
Kilter Group LLC
N/A—241-241-100%$58.6K———
Atomic Invest LLC
N/A—204-204-100%$49.6K———
Orion Capital Management LLC
N/A—196-196-100%$47.6K———
Millstone Evans Group, LLC
N/A—194-194-100%$47.1K———
Matrix Private Capital Group LLC
N/A—190-190-100%$46.2K———
Westend Capital Management, LLC
N/A—189-189-100%$45.9K———
1015 Capital Partners, LLC
N/A—186-186-100%$45.3K———
Oakmont Advisory Group, LLC
N/A—184-184-100%$44.6K———
Front Row Advisors LLC
N/A—177-177-100%$44.2K———
Basepoint Wealth LLC
N/A—173-173-100%$42.0K———
Horizon Kinetics Asset Management LLC
N/A—135-135-100%$32.8K———
Top Private Wealth Llc.
N/A—131-131-100%$31.9K———
BOK Financial Private Wealth, Inc.
N/A—123-123-100%$29.9K———
Longview Financial Advisors LLC
N/A—120-120-100%$29.2K———
EMC Capital Management
N/A—100-100-100%$24———
Broadwater Capital Management LLC
N/A—100-100-100%$24.3K———
Westfuller Advisors, LLC
N/A—97-97-100%$23.6K———
Bellevue Asset Management, LLC
N/A—86-86-100%$20.9K———
Morris Financial Concepts, Inc.
N/A—77-77-100%$18.7K———
Bravera Wealth
N/A—50-50-100%$12.2K———
Aberdeen Wealth Management LLC
N/A—50-50-100%$12.2K———
Bernard Wealth Management Corp.
N/A—47-47-100%$11.4K———
ST Germain D J Co Inc
N/A—45-45-100%$10.9K———
Aventura Private Wealth, LLC
N/A—45-45-100%$10.9K———
HM Payson & Co
N/A—34-34-100%$8.3K———
Frazier Financial Advisors, LLC
N/A—32-32-100%$7.8K———
VAN DEN Berg Management I, Inc
N/A—30-30-100%$7.3K———
Webster Bank, N. A.
N/A—30-30-100%$7.3K———
Ross\johnson & Associates LLC
N/A—28-28-100%$6.9K———
Game Plan Financial Advisors, LLC
N/A—27-27-100%$6.5K———
Sittner & Nelson, LLC
N/A—26-26-100%$6.3K———
Vision Retirement, LLC
N/A—26-26-100%$6.3K———
Harborfront Financial Group LLC
N/A—24-24-100%$5.7K———
FWL Investment Management, LLC
N/A—23-23-100%$5.6K———
Prestige Wealth Management Group LLC
N/A—19-19-100%$4.6K———
HFM Investment Advisors, LLC
N/A—19-19-100%$4.6K———
Horizon Investments, LLC
N/A—9-9-100%$2.2K———
Godfrey Financial Associates, Inc.
N/A—7-7-100%$1.7K———
Colonial Trust Advisors
N/A—7-7-100%$1.8K———
Mpwm Advisory Solutions, LLC
N/A—7-7-100%$1.7K———
Delos Wealth Advisors, LLC
N/A—7-7-100%$1.7K———
HighMark Wealth Management LLC
N/A—5-5-100%$1.1K———
Showing 1838 of 1838 institutions