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Vanguard Mid-Cap ETF (VO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares32,638,064 from 32,713,198
Change-75,134 (0%)
Value$2.6B (-$76.2M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares23,918,193 from 22,846,853
Change+1,071,340 (+5%)
Value$1.9B (+$34.8M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares15,065,866 from 14,368,916
Change+696,950 (+5%)
Value$1.2B (+$23.8M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares9,517,235 from 9,616,046
Change-98,811 (-1%)
Value$746.3M (-$28.4M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares6,318,282 from 5,151,020
Change+1,167,262 (+23%)
Value$509.1M (+$94.0M)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,801,573 from 4,774,432
Change+27,141 (+1%)
Value$376.5M (-$8.1M)
Filed 2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED
Shares4,328,422 from 4,072,748
Change+255,674 (+6%)
Value$338.9K (-$327.5M)
Filed 2026-10-09
Bank of New York Mellon Corp
DECREASED
Shares4,322,398 from 4,445,488
Change-123,090 (-3%)
Value$339.0M (-$19.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares3,649,714 from 3,928,916
Change-279,202 (-7%)
Value$286.2M (-$30.3M)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares3,514,996 from 3,620,231
Change-105,235 (-3%)
Value$275.6M (-$16.0M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares3,300,747 from 3,271,741
Change+29,006 (+1%)
Value$258.8M (-$4.8M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares2,847,423 from 2,833,612
Change+13,811 (+0%)
Value$223.3M (-$5.0M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares2,334,179 from 2,448,570
Change-114,391 (-5%)
Value$183.0M (-$14.2M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares2,051,852 from 1,961,465
Change+90,387 (+5%)
Value$160.9M (+$2.9M)
Filed 2026-10-30
Joel Isaacson & Co., LLC
INCREASED
Shares1,971,042 from 1,933,766
Change+37,276 (+2%)
Value$154.6M (-$1.2M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares1,903,514 from 1,687,725
Change+215,789 (+13%)
Value$149.3M (+$13.3M)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares1,864,833 from 1,677,870
Change+186,963 (+11%)
Value$146.2M (+$11.1M)
Filed 2026-11-02
Millburn Ridgefield LLC
INCREASED
Shares1,864,833 from 1,677,870
Change+186,963 (+11%)
Value$146.2M (+$11.1M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares1,830,792 from 1,674,384
Change+156,408 (+9%)
Value$143.6M (+$8.7M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares1,766,151 from 1,696,716
Change+69,435 (+4%)
Value$142.7M (+$6.4M)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares1,712,169 from 1,482,046
Change+230,123 (+16%)
Value$134.3M (+$14.9M)
Filed 2026-11-05
SigFig Wealth Management, LLC
DECREASED
Shares1,699,485 from 2,511,036
Change-811,551 (-32%)
Value$133.3M (-$68.8M)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,672,725 from 1,791,507
Change-118,782 (-7%)
Value$131.2M (-$13.2M)
Filed 2026-10-05
Cullen T Bankers, Inc.
DECREASED
Shares1,632,946 from 1,657,960
Change-25,014 (-2%)
Value$128.1M (-$5.5M)
Filed 2026-10-28
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,555,944 from 1,527,267
Change+28,677 (+2%)
Value$122.0M (-$1.0M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,387,134 from 1,355,435
Change+31,699 (+2%)
Value$108.8K (-$109.1M)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares1,326,679 from 1,094,719
Change+231,960 (+21%)
Value$104.0M (+$15.8M)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares1,218,360 from 1,247,189
Change-28,829 (-2%)
Value$95.5M (-$4.9M)
Filed 2026-11-05
Nadler Financial Group, Inc.
INCREASED
Shares1,213,045 from 1,212,621
Change+424 (+0%)
Value$95.1M (-$2.6M)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares1,109,005 from 1,039,951
Change+69,054 (+7%)
Value$87.0M (+$3.2M)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares1,079,295 from 688,447
Change+390,848 (+57%)
Value$85.7M (+$30.2M)
Filed 2026-11-04
Country Trust Bank
DECREASED
Shares1,076,319 from 1,197,848
Change-121,529 (-10%)
Value$84.4M (-$12.1M)
Filed 2026-10-30
SilverOak Wealth Management LLC
INCREASED
Shares1,070,401 from 1,051,352
Change+19,049 (+2%)
Value$83.9M (-$766.6K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares1,038,219 from 1,044,975
Change-6,756 (-1%)
Value$81.4M (-$2.8M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares1,026,494 from 1,119,178
Change-92,684 (-8%)
Value$80.5M (-$9.7M)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares1,018,152 from 1,014,936
Change+3,216 (+0%)
Value$82.7M (+$971.0K)
Filed 2026-10-30
Avior Wealth Management, LLC
INCREASED
Shares1,012,833 from 944,180
Change+68,653 (+7%)
Value$79.4M (+$3.5M)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares1,002,058 from 1,004,416
Change-2,358 (0%)
Value$78.6M (-$2.3M)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares986,122 from 962,079
Change+24,043 (+3%)
Value$77.3M (-$183.0K)
Filed 2026-11-03
Performa Ltd (US), LLC
INCREASED
Shares978,903 from 940,415
Change+38,488 (+4%)
Value$76.8M (+$996.3K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares923,964 from 853,273
Change+70,691 (+8%)
Value$72.5M (+$3.7M)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares852,609 from 831,448
Change+21,161 (+3%)
Value$66.9M (-$128.2K)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares849,719 from 697,960
Change+151,759 (+22%)
Value$67.0K (-$47.4M)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares789,887 from 785,840
Change+4,047 (+1%)
Value$61.9M (-$1.4M)
Filed 2026-10-07
Pathway Financial Advisors LLC
INCREASED
Shares778,588 from 590,098
Change+188,490 (+32%)
Value$61.1M (+$13.5M)
Filed 2026-10-07
CX Institutional
DECREASED
Shares763,681 from 767,143
Change-3,462 (0%)
Value$59.9K (-$1.9K)
Filed 2026-10-02
Savant Capital, LLC
INCREASED
Shares737,800 from 480,134
Change+257,666 (+54%)
Value$57.9M (+$10.9M)
Filed 2026-11-06
Connecticut Wealth Management, LLC
DECREASED
Shares704,890 from 740,816
Change-35,926 (-5%)
Value$55.3M (-$4.4M)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares703,373 from 683,602
Change+19,771 (+3%)
Value$55.2M (+$80.8K)
Filed 2026-10-28
Center for Financial Planning, Inc.
INCREASED
Shares693,198 from 678,271
Change+14,927 (+2%)
Value$54.4M (-$287.7K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares691,840 from 452,353
Change+239,487 (+53%)
Value$54.3M (+$17.8M)
Filed 2026-10-28
Bear Mountain Capital, Inc.
INCREASED
Shares688,261 from 669,702
Change+18,559 (+3%)
Value$55.3M (+$1.2M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares678,294 from 640,579
Change+37,715 (+6%)
Value$53.2M (+$1.6M)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares669,481 from 654,530
Change+14,951 (+2%)
Value$52.5M (-$234.8K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares653,198 from 655,679
Change-2,481 (0%)
Value$51.2M (-$1.6M)
Filed 2026-11-04
International City Management Association Retirement Corp
NEW
Shares647,805
Change+647,805
Value$50.8M
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares643,482 from 626,783
Change+16,699 (+3%)
Value$50.5M (-$36.1K)
Filed 2026-10-08
Ballast, Inc.
INCREASED
Shares638,772 from 616,950
Change+21,822 (+4%)
Value$50.1M (+$384.8K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares626,730 from 630,315
Change-3,585 (-1%)
Value$49.1M (-$1.6M)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
INCREASED
Shares623,591 from 608,381
Change+15,210 (+3%)
Value$48.9M (-$115.3K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares620,817 from 594,579
Change+26,238 (+4%)
Value$49.9M (+$1.8M)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
DECREASED
Shares619,013 from 619,635
Change-622 (0%)
Value$48.5M (-$1.4M)
Filed 2026-10-05
New Hampshire Trust
DECREASED
Shares615,086 from 626,046
Change-10,960 (-2%)
Value$48.2M (-$2.2M)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares610,852 from 620,012
Change-9,160 (-1%)
Value$47.9M (-$2.1M)
Filed 2026-10-16
Arkansas Financial Group, Inc.
DECREASED
Shares592,510 from 602,670
Change-10,160 (-2%)
Value$46.5M (-$2.1M)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED
Shares570,613 from 572,039
Change-1,426 (0%)
Value$44.7M (-$1.3M)
Filed 2026-10-15
DT Investment Partners, LLC
INCREASED
Shares566,790 from 557,391
Change+9,399 (+2%)
Value$44.4M (-$461.3K)
Filed 2026-10-27
Fidato Wealth LLC
INCREASED
Shares563,495 from 557,784
Change+5,711 (+1%)
Value$44.2M (-$751.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares537,656 from 537,525
Change+131 (+0%)
Value$42.2M (-$1.1M)
Filed 2026-11-03
William Mack & Associates, Inc.
INCREASED
Shares525,567 from 496,380
Change+29,187 (+6%)
Value$41.2M (+$1.2M)
Filed 2026-10-27
Marquette Asset Management, LLC
INCREASED
Shares523,109 from 520,497
Change+2,612 (+1%)
Value$41.0M (-$914.2K)
Filed 2026-10-09
SP Asset Management LLC
DECREASED
Shares522,381 from 525,196
Change-2,815 (-1%)
Value$41.0M (-$1.3M)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares510,989 from 503,865
Change+7,124 (+1%)
Value$40.1M (-$524.7K)
Filed 2026-11-06
Fulcrum Capital LLC
INCREASED
Shares504,508 from 500,094
Change+4,414 (+1%)
Value$39.6M (-$729.1K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares494,945 from 461,813
Change+33,132 (+7%)
Value$38.8M (+$1.6M)
Filed 2026-10-28
TL Private Wealth
INCREASED
Shares492,721 from 488,218
Change+4,503 (+1%)
Value$39.9M (+$515.8K)
Filed 2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares485,239 from 492,340
Change-7,101 (-1%)
Value$38.1M (-$1.6M)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares485,237 from 443,574
Change+41,663 (+9%)
Value$38.1M (+$2.3M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares465,201 from 456,294
Change+8,907 (+2%)
Value$36.5M (-$282.5K)
Filed 2026-10-23
Eagle Strategies LLC
INCREASED
Shares462,737 from 441,470
Change+21,267 (+5%)
Value$36.3M (+$718.6K)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares448,894 from 464,169
Change-15,275 (-3%)
Value$35.2M (-$2.2M)
Filed 2026-11-03
Enclave Advisors LLC
DECREASED
Shares446,045 from 448,329
Change-2,284 (-1%)
Value$35.0M (-$1.1M)
Filed 2026-10-14
Blankinship & Foster, LLC
DECREASED
Shares438,196 from 440,589
Change-2,393 (-1%)
Value$34.4M (-$1.1M)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
DECREASED
Shares430,577 from 434,525
Change-3,948 (-1%)
Value$33.8M (-$1.2M)
Filed 2026-10-28
Equity Wealth Partners, LLC
INCREASED
Shares419,235 from 388,640
Change+30,595 (+8%)
Value$32.9M (+$1.6M)
Filed 2026-10-26
Apella Capital, LLC
DECREASED
Shares414,707 from 525,840
Change-111,133 (-21%)
Value$33.2M (-$9.2M)
Filed 2026-10-08
Procyon Advisors, LLC
INCREASED
Shares402,632 from 395,974
Change+6,658 (+2%)
Value$31.6M (-$329.3K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares400,750 from 393,998
Change+6,752 (+2%)
Value$31.4M (-$317.6K)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED
Shares395,200 from 356,445
Change+38,755 (+11%)
Value$31.0M (+$2.3M)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares393,547 from 361,279
Change+32,268 (+9%)
Value$30.9M (+$1.8M)
Filed 2026-10-26
Searcy Financial Services Inc
DECREASED
Shares391,186 from 402,845
Change-11,659 (-3%)
Value$30.7M (-$1.8M)
Filed 2026-10-07
Integrated Capital Management, LLC
INCREASED
Shares387,689 from 385,590
Change+2,099 (+1%)
Value$30.4M (-$664.4K)
Filed 2026-10-23
BCK Partners, Inc.
DECREASED
Shares386,793 from 388,334
Change-1,541 (0%)
Value$30.3M (-$955.8K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares384,356 from 421,554
Change-37,198 (-9%)
Value$30.1M (-$3.8M)
Filed 2026-11-05
Trust Co of the South
INCREASED
Shares377,339 from 363,104
Change+14,235 (+4%)
Value$29.6M (+$335.6K)
Filed 2026-10-21
Cornerstone Advisory, LLC
INCREASED
Shares374,030 from 361,971
Change+12,059 (+3%)
Value$29.3M (+$167.4K)
Filed 2026-11-06
Wolff Financial Management LLC
INCREASED
Shares367,705 from 367,145
Change+560 (+0%)
Value$28.8M (-$745.4K)
Filed 2026-10-23
Tectonic Advisors LLC
INCREASED
Shares363,975 from 355,628
Change+8,347 (+2%)
Value$28.5M (-$110.0K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares359,240 from 353,926
Change+5,314 (+2%)
Value$28.2M (-$344.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares357,796 from 335,429
Change+22,367 (+7%)
Value$28.1M (+$1.0M)
Filed 2026-10-16
Advantage Trust Co
DECREASED
Shares356,334 from 368,074
Change-11,740 (-3%)
Value$27.9M (-$1.7M)
Filed 2026-10-19
Wellington Grp LLC
INCREASED
Shares351,422 from 305,255
Change+46,167 (+15%)
Value$27.6M (+$3.0M)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares349,791 from 348,997
Change+794 (+0%)
Value$27.4M (-$688.1K)
Filed 2026-10-28
Pacific Center for Financial Services
DECREASED
Shares349,253 from 363,455
Change-14,202 (-4%)
Value$27.4M (-$1.9M)
Filed 2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED
Shares337,723 from 336,762
Change+961 (+0%)
Value$26.5M (-$648.7K)
Filed 2026-10-16
Marietta Wealth Management, LLC
DECREASED
Shares323,621 from 328,339
Change-4,718 (-1%)
Value$25.9M (-$538.7K)
Filed 2026-10-22
Mason & Associates, LLC
INCREASED
Shares322,896 from 320,768
Change+2,128 (+1%)
Value$25.3M (-$522.8K)
Filed 2026-10-26
Condor Capital Management
INCREASED
Shares321,613 from 319,355
Change+2,258 (+1%)
Value$25.2M (-$509.6K)
Filed 2026-11-06
Gratus Wealth Advisors, LLC
INCREASED
Shares319,635 from 318,404
Change+1,231 (+0%)
Value$25.1M (-$588.1K)
Filed 2026-10-26
Northeast Investment Management
INCREASED
Shares319,053 from 307,174
Change+11,879 (+4%)
Value$25.0M (+$271.1K)
Filed 2026-10-30
Grant Street Asset Management, Inc.
INCREASED
Shares317,757 from 314,353
Change+3,404 (+1%)
Value$24.9M (-$409.0K)
Filed 2026-10-26
Hillman Co
UNCHANGED
Shares316,332 from 316,332
Change0 (0%)
Value$24.8M (-$680.1K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares307,404 from 169,118
Change+138,286 (+82%)
Value$24.1M (+$10.5M)
Filed 2026-10-29
Phillips Financial Management, LLC
DECREASED
Shares304,897 from 306,530
Change-1,633 (-1%)
Value$23.9M (-$787.1K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
INCREASED
Shares298,597 from 286,793
Change+11,804 (+4%)
Value$23.4M (+$309.1K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares294,556 from 279,499
Change+15,057 (+5%)
Value$23.1M (+$579.9K)
Filed 2026-11-06
ProVise Management Group, LLC
DECREASED
Shares290,413 from 381,713
Change-91,300 (-24%)
Value$22.8M (-$8.0M)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares289,436 from 274,531
Change+14,905 (+5%)
Value$23.2M (+$1.1M)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares288,662 from 286,392
Change+2,270 (+1%)
Value$22.6M (-$437.7K)
Filed 2026-10-26
Arrow Financial Corp
DECREASED
Shares286,754 from 297,279
Change-10,525 (-4%)
Value$22.5M (-$1.5M)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares285,858 from 280,851
Change+5,007 (+2%)
Value$22.4M (-$211.2K)
Filed 2026-10-13
Twele Capital Management, Inc.
INCREASED
Shares285,791 from 280,883
Change+4,908 (+2%)
Value$22.4M (-$219.0K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares284,756 from 288,508
Change-3,752 (-1%)
Value$22.3M (-$914.5K)
Filed 2026-10-29
Veracity Capital LLC
INCREASED
Shares276,562 from 271,700
Change+4,862 (+2%)
Value$21.7M (-$202.9K)
Filed 2026-10-08
RFG Holdings, Inc.
INCREASED
Shares273,421 from 250,995
Change+22,426 (+9%)
Value$20.3M (+$104.5K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
INCREASED
Shares272,792 from 266,078
Change+6,714 (+3%)
Value$21.4M (-$45.6K)
Filed 2026-10-29
Seven Bridges Advisors LLC
INCREASED
Shares270,415 from 260,902
Change+9,513 (+4%)
Value$21.2M (+$198.9K)
Filed 2026-10-07
Visionary Wealth Advisors
INCREASED
Shares269,599 from 267,589
Change+2,010 (+1%)
Value$21.1M (-$417.7K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares269,559 from 220,163
Change+49,396 (+22%)
Value$22.0M (+$4.2M)
Filed 2026-11-04
Fidelis iM, LLC
DECREASED
Shares265,597 from 305,813
Change-40,216 (-13%)
Value$20.8M (-$3.8M)
Filed 2026-10-16
Sage Financial Group Inc
DECREASED
Shares261,962 from 262,271
Change-309 (0%)
Value$20.5M (-$588.1K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares261,247 from 259,117
Change+2,130 (+1%)
Value$20.5M (-$390.0K)
Filed 2026-10-20
Southern Michigan Bank & Trust
INCREASED
Shares260,341 from 258,108
Change+2,233 (+1%)
Value$20.4M (-$379.8K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares259,415 from 236,560
Change+22,855 (+10%)
Value$20.3M (+$1.3M)
Filed 2026-10-28
Crestwood Advisors Group, LLC
INCREASED
Shares258,883 from 255,199
Change+3,684 (+1%)
Value$20.3M (-$259.8K)
Filed 2026-10-27
AJ Advisors, LLC
INCREASED
Shares255,018 from 252,672
Change+2,346 (+1%)
Value$20.0M (-$359.3K)
Filed 2026-10-29
Facet Wealth, Inc.
DECREASED
Shares252,741 from 260,806
Change-8,065 (-3%)
Value$19.8M (-$1.2M)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares249,736 from 237,501
Change+12,235 (+5%)
Value$20.1M (+$855.5K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares245,060 from 253,780
Change-8,720 (-3%)
Value$19.2M (-$1.2M)
Filed 2026-10-08
RTD Financial Advisors, Inc.
DECREASED
Shares244,829 from 256,666
Change-11,837 (-5%)
Value$19.2M (-$1.5M)
Filed 2026-10-09
Single Point Partners, LLC
DECREASED
Shares244,328 from 246,038
Change-1,710 (-1%)
Value$19.2M (-$662.9K)
Filed 2026-10-19
Sage Rhino Capital LLC
INCREASED
Shares243,616 from 241,513
Change+2,103 (+1%)
Value$19.1M (-$354.3K)
Filed 2026-10-28
James J. Burns & Company, LLC
INCREASED
Shares238,715 from 229,088
Change+9,627 (+4%)
Value$18.7M (+$262.3K)
Filed 2026-10-22
Serenity Investment Advisors
INCREASED
Shares237,272 from 236,070
Change+1,202 (+1%)
Value$18.6M (-$876.0K)
Filed 2026-10-30
Praetorian Wealth Management, Inc.
INCREASED
Shares236,355 from 234,452
Change+1,903 (+1%)
Value$18.5M (-$354.9K)
Filed 2026-10-16
Crane Advisory, LLC
INCREASED
Shares235,862 from 234,747
Change+1,115 (+0%)
Value$18.9M (+$7.3K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares235,536 from 223,338
Change+12,198 (+5%)
Value$18.5M (+$476.4K)
Filed 2026-10-27
Dorval Corp
INCREASED
Shares234,572 from 232,234
Change+2,338 (+1%)
Value$18.4M (-$316.0K)
Filed 2026-10-29
EnRich Financial Partners LLC
INCREASED
Shares233,726 from 231,644
Change+2,082 (+1%)
Value$18.3M (-$334.8K)
Filed 2026-10-21
Allen Wealth Management, LLC
INCREASED
Shares233,397 from 221,178
Change+12,219 (+6%)
Value$18.3M (+$482.7K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares230,750 from 216,504
Change+14,246 (+7%)
Value$18.1M (+$651.7K)
Filed 2026-10-21
Heritage Investors Management Corp
DECREASED
Shares230,256 from 230,294
Change-38 (0%)
Value$18.1K (-$18.5M)
Filed 2026-10-29
Northstar Asset Management Co
DECREASED
Shares230,146 from 232,111
Change-1,965 (-1%)
Value$18.7M (+$37.3K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares228,858 from 237,293
Change-8,435 (-4%)
Value$17.9M (-$1.2M)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares224,129 from 214,461
Change+9,668 (+5%)
Value$17.6K (-$17.3M)
Filed 2026-11-04
Towerpoint Wealth, LLC
DECREASED
Shares223,480 from 224,580
Change-1,100 (0%)
Value$17.5M (-$569.1K)
Filed 2026-10-13
Fortitude Family Office, LLC
INCREASED
Shares222,772 from 205,077
Change+17,695 (+9%)
Value$17.5M (+$946.7K)
Filed 2026-10-14
MBM Wealth Consultants, LLC
INCREASED
Shares222,347 from 207,708
Change+14,639 (+7%)
Value$17.4M (+$701.4K)
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares221,276 from 246,644
Change-25,368 (-10%)
Value$17.4M (-$2.5M)
Filed 2026-11-04
TriaGen Wealth Management LLC
INCREASED
Shares219,083 from 216,882
Change+2,201 (+1%)
Value$17.2M (-$293.7K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares216,316 from 207,364
Change+8,952 (+4%)
Value$17.0M (+$256.2K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares216,105 from 217,921
Change-1,816 (-1%)
Value$16.9M (-$610.9K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares212,429 from 209,037
Change+3,392 (+2%)
Value$16.7M (-$183.5K)
Filed 2026-11-03
jvl associates llc
DECREASED
Shares211,928 from 212,771
Change-843 (0%)
Value$16.6M (-$523.5K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares210,927 from 196,652
Change+14,275 (+7%)
Value$16.5M (+$696.7K)
Filed 2026-10-28
James Reed Financial Services, Inc.
INCREASED
Shares210,547 from 208,755
Change+1,792 (+1%)
Value$16.5M (-$308.3K)
Filed 2026-10-26
Financial Futures Ltd Liability Co.
INCREASED
Shares208,041 from 199,782
Change+8,259 (+4%)
Value$16.3M (+$218.2K)
Filed 2026-10-13
Freedom Financial Partners LLC
INCREASED
Shares208,026 from 199,503
Change+8,523 (+4%)
Value$16.3M (+$239.5K)
Filed 2026-10-19
Sapient Capital LLC
INCREASED
Shares207,932 from 143,867
Change+64,065 (+45%)
Value$16.3M (+$4.7M)
Filed 2026-10-08
ForthRight Wealth Management, LLC
INCREASED
Shares206,600 from 196,127
Change+10,473 (+5%)
Value$16.2M (+$399.6K)
Filed 2026-11-06
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares206,421 from 206,711
Change-290 (0%)
Value$16.2M (-$467.2K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
DECREASED
Shares204,820 from 207,314
Change-2,494 (-1%)
Value$16.1M (-$641.3K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares204,560 from 202,011
Change+2,549 (+1%)
Value$16.0M (-$234.5K)
Filed 2026-11-05
Scott Capital Advisors, LLC
DECREASED
Shares204,557 from 207,638
Change-3,081 (-1%)
Value$16.4M (-$336.2K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares204,067 from 202,516
Change+1,551 (+1%)
Value$16.0M (-$313.8K)
Filed 2026-11-04
Fortress Financial Group, LLC
INCREASED
Shares203,307 from 188,657
Change+14,650 (+8%)
Value$15.9M (+$743.3K)
Filed 2026-10-21
Wheelhouse Advisory Group LLC
INCREASED
Shares203,155 from 189,521
Change+13,634 (+7%)
Value$15.9M (+$661.7K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares201,094 from 221,004
Change-19,910 (-9%)
Value$15.8M (-$2.0M)
Filed 2026-10-28
Tarbox Family Office, Inc.
DECREASED
Shares200,574 from 200,702
Change-128 (0%)
Value$15.7M (-$441.5K)
Filed 2026-10-23
West Bancorporation Inc
INCREASED
Shares197,094 from 155,999
Change+41,095 (+26%)
Value$15.5M (+$2.9M)
Filed 2026-10-29
Fee-Only Financial Planning, L.C.
DECREASED
Shares196,983 from 200,192
Change-3,209 (-2%)
Value$15.4M (-$682.1K)
Filed 2026-10-23
Staley Capital Advisers Inc
INCREASED
Shares196,725 from 195,749
Change+976 (+1%)
Value$15.4M (-$344.3K)
Filed 2026-11-06
Aries Wealth Management
INCREASED
Shares195,314 from 195,021
Change+293 (+0%)
Value$15.3M (-$396.3K)
Filed 2026-10-23
Jnba Financial Advisors
DECREASED
Shares195,249 from 195,423
Change-174 (0%)
Value$15.3M (-$433.8K)
Filed 2026-11-03
Somnio Financial Group, LLC
DECREASED
Shares194,695 from 196,176
Change-1,481 (-1%)
Value$15.3M (-$537.9K)
Filed 2026-10-26
Pinnacle Associates LTD
INCREASED
Shares189,213 from 186,520
Change+2,693 (+1%)
Value$14.8M (-$189.8K)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares188,390 from 189,951
Change-1,561 (-1%)
Value$14.8M (-$530.8K)
Filed 2026-10-28
Pearl Planning LLC
INCREASED
Shares188,109 from 183,166
Change+4,943 (+3%)
Value$14.8M (-$6.2K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares186,187 from 186,080
Change+107 (+0%)
Value$14.6M (-$391.7K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares185,250 from 202,787
Change-17,537 (-9%)
Value$14.5M (-$1.8M)
Filed 2026-10-08
Acropolis Investment Management, LLC
INCREASED
Shares183,490 from 182,231
Change+1,259 (+1%)
Value$14.4M (-$293.1K)
Filed 2026-10-08
Central Valley Advisors, LLC
INCREASED
Shares183,015 from 182,169
Change+846 (+0%)
Value$14.4M (-$325.4K)
Filed 2026-10-27
Rossmore Private Capital
DECREASED
Shares181,701 from 182,172
Change-471 (0%)
Value$14.2M (-$428.6K)
Filed 2026-10-27
Gill Capital Partners, LLC
INCREASED
Shares181,060 from 172,692
Change+8,368 (+5%)
Value$14.2M (+$285.0K)
Filed 2026-10-13
CPA Asset Management Group, LLC
INCREASED
Shares180,253 from 172,265
Change+7,988 (+5%)
Value$14.1M (+$256.0K)
Filed 2026-10-26
Gibraltar Capital Management, Inc.
DECREASED
Shares176,038 from 178,918
Change-2,880 (-2%)
Value$13.8M (-$610.5K)
Filed 2026-10-27
Ironsides Asset Advisors, LLC
UNCHANGED
Shares175,680 from 175,680
Change0 (0%)
Value$13.8M (-$377.7K)
Filed 2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares174,916 from 157,364
Change+17,552 (+11%)
Value$13.7M (+$1.0M)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares172,457 from 161,082
Change+11,375 (+7%)
Value$14.0M (+$900.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares172,457 from 161,082
Change+11,375 (+7%)
Value$14.0M (+$900.9K)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED
Shares170,265 from 169,648
Change+617 (+0%)
Value$13.4M (-$316.5K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares169,299 from 165,734
Change+3,565 (+2%)
Value$13.3M (-$76.8K)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED
Shares168,109 from 159,726
Change+8,383 (+5%)
Value$13.2M (+$314.0K)
Filed 2026-11-02
Milestone Investment Advisors LLC
DECREASED
Shares167,036 from 168,086
Change-1,050 (-1%)
Value$13.1M (-$443.7K)
Filed 2026-11-05
Washington Trust Bank
INCREASED
Shares165,975 from 152,150
Change+13,825 (+9%)
Value$13.0M (+$757.0K)
Filed 2026-11-03
Koenig Investment Advisory, LLC
DECREASED
Shares163,196 from 164,059
Change-863 (-1%)
Value$12.8M (-$420.4K)
Filed 2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares161,932 from 164,474
Change-2,542 (-2%)
Value$12.7M (-$553.0K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares161,575 from 161,429
Change+146 (+0%)
Value$12.7M (-$335.6K)
Filed 2026-10-28
Petredis Investment Advisors LLC
INCREASED
Shares161,414 from 157,232
Change+4,182 (+3%)
Value$12.7M (-$10.1K)
Filed 2026-10-20
Noble Family Wealth, LLC
DECREASED
Shares160,304 from 160,836
Change-532 (0%)
Value$12.6M (-$387.5K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
INCREASED
Shares159,981 from 14,759
Change+145,222 (+984%)
Value$12.5M (+$11.4M)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares159,301 from 160,943
Change-1,642 (-1%)
Value$12.5M (-$474.7K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares158,326 from 160,350
Change-2,024 (-1%)
Value$12.4M (-$503.4K)
Filed 2026-10-09
Horizons Wealth Management
NEW
Shares156,941
Change+156,941
Value$12.3M
Filed 2026-10-05
Daymark Wealth Partners, LLC
INCREASED
Shares155,986 from 146,479
Change+9,507 (+6%)
Value$12.2M (+$430.7K)
Filed 2026-11-04
First Bancorp, Inc
DECREASED
Shares155,522 from 156,039
Change-517 (0%)
Value$12.2M (-$376.0K)
Filed 2026-10-26
Cedar Point Capital Partners, LLC
INCREASED
Shares154,950 from 152,109
Change+2,841 (+2%)
Value$12.2M (-$104.3K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares153,784 from 160,855
Change-7,071 (-4%)
Value$12.1M (-$900.3K)
Filed 2026-10-30
Advisor OS, LLC
INCREASED
Shares152,772 from 142,783
Change+9,989 (+7%)
Value$12.0M (+$476.4K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares150,912 from 148,068
Change+2,844 (+2%)
Value$11.8M (-$95.3K)
Filed 2026-10-08
Sylvest Advisors, LLC
DECREASED
Shares150,800 from 231,722
Change-80,922 (-35%)
Value$11.8M (-$6.8M)
Filed 2026-10-26
Bernardo Wealth Planning LLC
INCREASED
Shares149,532 from 73,106
Change+76,426 (+105%)
Value$11.7M (+$5.8M)
Filed 2026-10-23
Capital Planning LLC
DECREASED
Shares149,166 from 150,538
Change-1,372 (-1%)
Value$11.7M (-$431.2K)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares149,068 from 147,067
Change+2,001 (+1%)
Value$11.7M (-$159.3K)
Filed 2026-11-06
Beacon Financial Strategies Corp
INCREASED
Shares147,445 from 145,415
Change+2,030 (+1%)
Value$11.6M (-$153.5K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares146,443 from 148,820
Change-2,377 (-2%)
Value$11.6M (-$418.9K)
Filed 2026-10-23
4Thought Financial Group Inc.
DECREASED
Shares144,832 from 150,486
Change-5,654 (-4%)
Value$11.4M (-$766.9K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares143,556 from 131,755
Change+11,801 (+9%)
Value$11.3M (+$642.1K)
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares143,243 from 139,681
Change+3,562 (+3%)
Value$11.2M (-$21.0K)
Filed 2026-10-15
First United Bank & Trust
INCREASED
Shares142,986 from 140,053
Change+2,933 (+2%)
Value$11.2M (-$71.1K)
Filed 2026-10-22
XML Financial, LLC
INCREASED
Shares142,754 from 136,272
Change+6,482 (+5%)
Value$11.2M (+$215.4K)
Filed 2026-10-29
Uptown Financial Advisors LLC
INCREASED
Shares142,340 from 139,720
Change+2,620 (+2%)
Value$11.2M (-$95.0K)
Filed 2026-10-15
Financial Management Professionals, Inc.
INCREASED
Shares142,145 from 140,360
Change+1,785 (+1%)
Value$11.1M (-$161.8K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares140,548 from 113,071
Change+27,477 (+24%)
Value$11.0M (+$1.9M)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares140,305 from 127,446
Change+12,859 (+10%)
Value$11.0M (+$734.4K)
Filed 2026-10-07
McClarren Financial Advisors, Inc.
INCREASED
Shares140,099 from 138,074
Change+2,025 (+1%)
Value$11.0M (-$138.0K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares140,049 from 135,516
Change+4,533 (+3%)
Value$11.0M (+$64.1K)
Filed 2026-11-04
O'Connor Financial Group LLC
INCREASED
Shares139,953 from 138,964
Change+989 (+1%)
Value$11.0M (-$221.2K)
Filed 2026-10-26
Beam Wealth Advisors, Inc.
INCREASED
Shares138,657 from 135,400
Change+3,257 (+2%)
Value$10.9M (-$35.7K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares138,593 from 143,545
Change-4,952 (-3%)
Value$10.9M (-$697.0K)
Filed 2026-10-06
Addis & Hill, Inc
UNCHANGED
Shares138,549 from 138,549
Change0 (0%)
Value$11.2M ($0)
Filed 2026-10-19
Chesley Taft & Associates LLC
INCREASED
Shares138,411 from 133,449
Change+4,962 (+4%)
Value$10.9M (+$102.2K)
Filed 2026-10-13
Prosperitas Financial LLC
DECREASED
Shares137,909 from 139,557
Change-1,648 (-1%)
Value$10.8M (-$429.3K)
Filed 2026-10-28
Adelphi Trust Co
INCREASED
Shares137,381 from 135,021
Change+2,360 (+2%)
Value$10.8M (-$105.2K)
Filed 2026-10-05
Silverleafe Capital Partners, LLC
DECREASED
Shares135,805 from 138,413
Change-2,608 (-2%)
Value$10.6M (-$502.1K)
Filed 2026-10-02
Envision Financial LLC
INCREASED
Shares135,265 from 122,683
Change+12,582 (+10%)
Value$10.6M (+$722.9K)
Filed 2026-10-15
Canandaigua National Bank & Trust Co
DECREASED
Shares135,257 from 136,457
Change-1,200 (-1%)
Value$10.6M (-$387.5K)
Filed 2026-10-07
GFS Advisors, LLC
INCREASED
Shares134,680 from 131,100
Change+3,580 (+3%)
Value$10.6M (+$10.6M)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares133,794 from 129,724
Change+4,070 (+3%)
Value$10.5M (+$40.2K)
Filed 2026-10-07
Wealth Science Advisors LLC
INCREASED
Shares133,366 from 123,665
Change+9,701 (+8%)
Value$10.5M (+$494.9K)
Filed 2026-10-09
David Kennon Inc
DECREASED
Shares133,002 from 143,679
Change-10,677 (-7%)
Value$10.4M (-$1.1M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares131,527 from 122,426
Change+9,101 (+7%)
Value$10.3K (-$9.9M)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares131,515 from 127,256
Change+4,259 (+3%)
Value$10.3M (+$60.4K)
Filed 2026-10-23
Gemmer Asset Management LLC
DECREASED
Shares130,179 from 130,687
Change-508 (0%)
Value$10.2M (-$320.8K)
Filed 2026-10-16
Greenup Street Wealth Management LLC
INCREASED
Shares128,766 from 109,191
Change+19,575 (+18%)
Value$10.1M (+$1.3M)
Filed 2026-10-28
Fund Evaluation Group, LLC
INCREASED
Shares128,717 from 57,108
Change+71,609 (+125%)
Value$10.1M (+$5.5M)
Filed 2026-11-05
Warner Financial, Inc
INCREASED
Shares128,337 from 126,727
Change+1,610 (+1%)
Value$10.1M (-$146.2K)
Filed 2026-11-06
Manchester Capital Management LLC
INCREASED
Shares128,322 from 127,670
Change+652 (+1%)
Value$10.1M (-$223.3K)
Filed 2026-10-22
Cordoba Advisory Partners LLC
INCREASED
Shares127,759 from 120,997
Change+6,762 (+6%)
Value$10.0M (+$241.5K)
Filed 2026-10-19
Caldwell Trust Co
INCREASED
Shares127,670 from 126,411
Change+1,259 (+1%)
Value$10.0M (-$173.1K)
Filed 2026-10-30
Sowell Financial Services LLC
INCREASED
Shares126,030 from 124,472
Change+1,558 (+1%)
Value$9.9M (-$145.4K)
Filed 2026-10-23
1900 Wealth Management LLC
INCREASED
Shares125,730 from 125,462
Change+268 (+0%)
Value$9.9M (-$248.7K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares125,524 from 130,553
Change-5,029 (-4%)
Value$9.8M (-$675.1K)
Filed 2026-11-04
CRA Financial Services, LLC
DECREASED
Shares123,730 from 128,063
Change-4,333 (-3%)
Value$9.7M (-$615.1K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares123,549 from 122,492
Change+1,057 (+1%)
Value$9.7M (-$180.5K)
Filed 2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares123,439 from 122,425
Change+1,014 (+1%)
Value$9.7M (-$183.7K)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares122,069 from 122,447
Change-378 (0%)
Value$9.6M (-$292.9K)
Filed 2026-10-08
NewCorp Financial Services, Inc.
INCREASED
Shares120,124 from 118,055
Change+2,069 (+2%)
Value$9.4M (-$91.6K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares119,751 from 105,737
Change+14,014 (+13%)
Value$9.4M (+$871.6K)
Filed 2026-10-29
GreatBanc Trust Co
DECREASED
Shares119,050 from 122,595
Change-3,545 (-3%)
Value$9.3M (-$541.6K)
Filed 2026-11-04
Level Four Advisory Services, LLC
INCREASED
Shares117,942 from 115,133
Change+2,809 (+2%)
Value$9.2M (-$27.2K)
Filed 2026-11-06
Evermay Wealth Management LLC
INCREASED
Shares117,589 from 114,318
Change+3,271 (+3%)
Value$9.2M (+$10.7K)
Filed 2026-11-05
Kagan Cocozza Asset Management
INCREASED
Shares117,539 from 113,577
Change+3,962 (+3%)
Value$9.2M (+$66.5K)
Filed 2026-10-19
Johnson Bixby & Associates, LLC
INCREASED
Shares116,511 from 114,925
Change+1,586 (+1%)
Value$9.1M (-$122.7K)
Filed 2026-10-14
Sagace Wealth Management LLC
DECREASED
Shares116,138 from 119,074
Change-2,936 (-2%)
Value$9.1M (-$486.3K)
Filed 2026-10-28
Arbor Wealth Management Llc\az
INCREASED
Shares115,911 from 115,220
Change+691 (+1%)
Value$9.1M (-$193.5K)
Filed 2026-10-20
Trinity Financial Advisors LLC
INCREASED
Shares115,887 from 112,298
Change+3,589 (+3%)
Value$9.1M (+$40.0K)
Filed 2026-10-09
Private Client Services, LLC
DECREASED
Shares114,751 from 121,759
Change-7,008 (-6%)
Value$9.0M (-$811.3K)
Filed 2026-10-02
First National Bank Sioux Falls
INCREASED
Shares113,782 from 48,158
Change+65,624 (+136%)
Value$8.9M (-$5.7M)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares112,724 from 116,717
Change-3,993 (-3%)
Value$8.8M (-$564.0K)
Filed 2026-11-02
Gilman Hill Asset Management, LLC
INCREASED
Shares112,344 from 100,684
Change+11,660 (+12%)
Value$8.8M (+$697.9K)
Filed 2026-10-13
Verus Financial Partners, Inc.
DECREASED
Shares111,956 from 112,168
Change-212 (0%)
Value$8.8M (-$257.7K)
Filed 2026-10-29
Alliance Private Wealth, LLC
DECREASED
Shares111,067 from 116,476
Change-5,409 (-5%)
Value$8.7M (-$674.6K)
Filed 2026-10-20
First Premier Bank
INCREASED
Shares110,703 from 110,588
Change+115 (+0%)
Value$8.7K (-$229)
Filed 2026-10-13
Creekside Partners
DECREASED
Shares110,236 from 110,797
Change-561 (-1%)
Value$8.6M (-$282.2K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
INCREASED
Shares109,904 from 109,210
Change+694 (+1%)
Value$8.2M (-$167.8K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares109,735 from 115,258
Change-5,523 (-5%)
Value$8.6M (-$680.9K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
DECREASED
Shares109,062 from 118,444
Change-9,382 (-8%)
Value$8.6M (-$990.4K)
Filed 2026-10-16
Cannon Capital Management, Inc.
INCREASED
Shares108,926 from 104,867
Change+4,059 (+4%)
Value$8.5M (+$92.9K)
Filed 2026-11-03
KTF Investments, LLC
DECREASED
Shares108,556 from 114,066
Change-5,510 (-5%)
Value$8.5M (-$677.3K)
Filed 2026-10-23
Fonville Wealth Management LLC
DECREASED
Shares107,658 from 114,370
Change-6,712 (-6%)
Value$8.4M (-$772.2K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares107,540 from 107,900
Change-360 (0%)
Value$8.4M (-$260.2K)
Filed 2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares106,801 from 106,801
Change0 (0%)
Value$8.6M ($0)
Filed 2026-11-03
Washington Trust Co
INCREASED
Shares106,593 from 104,130
Change+2,463 (+2%)
Value$8.4M (-$30.7K)
Filed 2026-10-22
Cornerstone Management, Inc.
INCREASED
Shares106,271 from 100,752
Change+5,519 (+5%)
Value$8.3M (+$216.2K)
Filed 2026-10-16
Plus Group Wealth Advisors LLC
INCREASED
Shares104,935 from 99,760
Change+5,175 (+5%)
Value$8.2M (+$191.3K)
Filed 2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares104,648 from 107,137
Change-2,489 (-2%)
Value$8.2M (-$425.5K)
Filed 2026-10-28
Parsons Capital Management Inc
DECREASED
Shares103,384 from 103,627
Change-243 (0%)
Value$8.1M (-$241.8K)
Filed 2026-10-28
Florida Trust Wealth Management Co
INCREASED
Shares102,861 from 59,748
Change+43,113 (+72%)
Value$8.1M (+$3.3M)
Filed 2026-11-05
HighRoad Wealth Advisors, LLC
INCREASED
Shares102,666 from 102,596
Change+70 (+0%)
Value$8.1M (-$215.1K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares101,811 from 102,256
Change-445 (0%)
Value$8.0M (-$254.7K)
Filed 2026-10-15
Family Investment Center, Inc.
DECREASED
Shares101,491 from 103,618
Change-2,127 (-2%)
Value$8.0M (-$389.6K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares101,198 from 100,365
Change+833 (+1%)
Value$7.9M (-$150.5K)
Filed 2026-10-21
IFS Advisors, LLC
INCREASED
Shares101,151 from 100,813
Change+338 (+0%)
Value$7.9M (-$190.2K)
Filed 2026-10-14
Randall & Associates Wealth Management
DECREASED
Shares100,934 from 102,539
Change-1,605 (-2%)
Value$7.9M (-$346.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares100,224 from 110,890
Change-10,666 (-10%)
Value$7.9M (-$1.1M)
Filed 2026-10-30
Ticino Wealth
INCREASED
Shares100,123 from 96,948
Change+3,175 (+3%)
Value$7.9M (+$40.6K)
Filed 2026-10-13
Beacon Advisors Holdings, LLC
INCREASED
Shares99,157 from 93,970
Change+5,187 (+6%)
Value$7.8M (+$204.8K)
Filed 2026-10-27
S.A. Mason LLC
INCREASED
Shares98,229 from 94,023
Change+4,206 (+4%)
Value$7.7M (+$127.7K)
Filed 2026-10-13
Smith Partners Wealth Management, LLC
DECREASED
Shares97,874 from 101,775
Change-3,901 (-4%)
Value$7.7M (-$524.7K)
Filed 2026-11-05
Northcape Wealth Management, LLC
DECREASED
Shares97,471 from 98,083
Change-612 (-1%)
Value$7.6M (-$258.9K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares96,483 from 100,607
Change-4,124 (-4%)
Value$7.6M (-$539.7K)
Filed 2026-10-20
Endeavor Private Wealth, Inc.
DECREASED
Shares95,909 from 101,392
Change-5,483 (-5%)
Value$7.5M (-$647.9K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares95,793 from 94,865
Change+928 (+1%)
Value$7.5M (-$131.2K)
Filed 2026-10-13
Accredited Investors Inc.
DECREASED
Shares95,121 from 107,802
Change-12,681 (-12%)
Value$7.5M (-$1.2M)
Filed 2026-11-03
Culbertson A N & Co Inc
DECREASED
Shares94,520 from 94,528
Change-8 (0%)
Value$7.4M (-$203.9K)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares93,889 from 75,385
Change+18,504 (+25%)
Value$7.4M (+$1.3M)
Filed 2026-10-21
Capital Advantage, Inc.
INCREASED
Shares93,570 from 88,538
Change+5,032 (+6%)
Value$7.3M (+$204.3K)
Filed 2026-10-14
Nikulski Financial, Inc.
DECREASED
Shares92,625 from 92,889
Change-264 (0%)
Value$7.3M (-$220.5K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
INCREASED
Shares92,203 from 79,792
Change+12,411 (+16%)
Value$7.5M (+$1.1M)
Filed 2026-11-05
Brighton Securities Corp.
INCREASED
Shares92,194 from 85,580
Change+6,614 (+8%)
Value$7.2M (+$334.7K)
Filed 2026-10-08
Brighton Jones LLC
DECREASED
Shares91,678 from 95,092
Change-3,414 (-4%)
Value$7.2M (-$472.2K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares91,109 from 103,856
Change-12,747 (-12%)
Value$7.1M (-$1.2M)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED
Shares90,879 from 94,980
Change-4,101 (-4%)
Value$7.1M (-$525.8K)
Filed 2026-11-02
Marathon Wealth Advisors LLC
DECREASED
Shares90,477 from 91,722
Change-1,245 (-1%)
Value$7.1M (-$294.9K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares89,245 from 89,687
Change-442 (0%)
Value$7.2M (+$1.0K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares89,009 from 81,349
Change+7,660 (+9%)
Value$7.0M (+$426.5K)
Filed 2026-10-14
Harpswell Capital Advisors, LLC
INCREASED
Shares88,844 from 88,164
Change+680 (+1%)
Value$7.0M (-$136.2K)
Filed 2026-10-09
Farrell Financial LLC
INCREASED
Shares88,797 from 88,547
Change+250 (+0%)
Value$7.0M (-$170.8K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED
Shares88,391 from 91,100
Change-2,709 (-3%)
Value$6.9M (-$408.4K)
Filed 2026-11-04
Encompass Wealth Advisors, LLC
INCREASED
Shares87,620 from 43,848
Change+43,772 (+100%)
Value$6.9M (+$3.3M)
Filed 2026-10-15
Great Lakes Retirement, Inc.
INCREASED
Shares87,348 from 81,728
Change+5,620 (+7%)
Value$6.9M (+$266.4K)
Filed 2026-10-26
Weil Company, Inc.
INCREASED
Shares87,021 from 81,846
Change+5,175 (+6%)
Value$6.8M (+$229.9K)
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares86,217 from 83,406
Change+2,811 (+3%)
Value$6.9M (+$181.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares84,807 from 85,222
Change-415 (0%)
Value$6.7M (-$215.8K)
Filed 2026-10-22
Mystic Asset Management, Inc.
INCREASED
Shares84,191 from 83,999
Change+192 (+0%)
Value$6.6M (-$165.5K)
Filed 2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED
Shares83,763 from 79,792
Change+3,971 (+5%)
Value$6.6M (+$139.9K)
Filed 2026-10-29
Rose Capital Advisors LLC
INCREASED
Shares83,398 from 82,236
Change+1,162 (+1%)
Value$6.5M (-$85.7K)
Filed 2026-11-04
First Financial Corp
INCREASED
Shares83,156 from 81,406
Change+1,750 (+2%)
Value$6.5M (-$37.8K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares83,107 from 74,600
Change+8,507 (+11%)
Value$6.5M (+$506.8K)
Filed 2026-11-03
Buska Wealth Management, LLC
INCREASED
Shares82,979 from 3,218
Change+79,761 (+2479%)
Value$6.5M (+$6.2M)
Filed 2026-10-08
Calamos Wealth Management LLC
UNCHANGED
Shares82,864 from 82,864
Change0 (0%)
Value$6.5M (-$178.2K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares82,750 from 78,837
Change+3,913 (+5%)
Value$6.5M (+$137.4K)
Filed 2026-10-14
Krane Financial Solutions LLC
INCREASED
Shares82,724 from 81,379
Change+1,345 (+2%)
Value$6.5M (-$69.5K)
Filed 2026-10-30
Accelerate Investment Advisors LLC
INCREASED
Shares82,649 from 78,300
Change+4,349 (+6%)
Value$6.5M (+$172.7K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares82,517 from 79,154
Change+3,363 (+4%)
Value$6.5M (+$93.5K)
Filed 2026-10-14
Colorado Capital Management, Inc.
DECREASED
Shares81,837 from 82,492
Change-655 (-1%)
Value$6.4K (-$228)
Filed 2026-10-15
Steph & Co
DECREASED
Shares81,406 from 87,875
Change-6,469 (-7%)
Value$6.4M (-$696.2K)
Filed 2026-10-07
MBL Wealth, LLC
DECREASED
Shares81,378 from 81,658
Change-280 (0%)
Value$6.4M (-$197.5K)
Filed 2026-10-22
Waller Financial Planning Group, Inc
DECREASED
Shares80,544 from 84,260
Change-3,716 (-4%)
Value$6.3M (-$472.6K)
Filed 2026-10-07
Kendall Capital Management
DECREASED
Shares80,162 from 80,166
Change-4 (0%)
Value$6.3M (-$172.7K)
Filed 2026-10-23
Security National Bank
INCREASED
Shares79,929 from 68,820
Change+11,109 (+16%)
Value$6.3M (+$723.2K)
Filed 2026-10-26
LexAurum Advisors, LLC
INCREASED
Shares79,308 from 70,213
Change+9,095 (+13%)
Value$6.2M (+$562.3K)
Filed 2026-10-19
RKL Wealth Management LLC
DECREASED
Shares78,909 from 79,142
Change-233 (0%)
Value$6.2M (-$188.4K)
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares78,635 from 77,490
Change+1,145 (+1%)
Value$6.2M (-$76.8K)
Filed 2026-10-15
Narus Financial Partners, LLC
DECREASED
Shares78,461 from 78,625
Change-164 (0%)
Value$6.2M (-$181.9K)
Filed 2026-10-19
Capital Management Associates, Inc
DECREASED
Shares78,436 from 80,127
Change-1,691 (-2%)
Value$6.2M (-$304.9K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
INCREASED
Shares77,826 from 77,811
Change+15 (+0%)
Value$6.1M (-$166.1K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
INCREASED
Shares77,592 from 71,920
Change+5,672 (+8%)
Value$6.1M (+$290.2K)
Filed 2026-10-21
Fortis Group Advisors, LLC
INCREASED
Shares77,333 from 50,500
Change+26,833 (+53%)
Value$6.3M (+$2.2M)
Filed 2026-11-06
Anderson Hoagland & Co
DECREASED
Shares77,218 from 143,723
Change-66,505 (-46%)
Value$6.3M (-$5.3M)
Filed 2026-10-23
Retirement Planning Group, LLC
DECREASED
Shares77,054 from 79,600
Change-2,546 (-3%)
Value$6.0M (-$370.8K)
Filed 2026-10-19
First Merchants Corp
INCREASED
Shares76,778 from 76,359
Change+419 (+1%)
Value$6.0M (-$131.3K)
Filed 2026-10-15
Greenbush Financial Group, LLC
INCREASED
Shares76,772 from 74,958
Change+1,814 (+2%)
Value$6.0M (-$18.9K)
Filed 2026-10-15
MCF Advisors LLC
DECREASED
Shares76,563 from 76,788
Change-225 (0%)
Value$6.0M (-$182.7K)
Filed 2026-10-28
Sculati Wealth Management, LLC
INCREASED
Shares76,093 from 8,936
Change+67,157 (+752%)
Value$6.2M (+$5.4M)
Filed 2026-10-19
Gleason Group, Inc.
INCREASED
Shares75,561 from 70,483
Change+5,078 (+7%)
Value$5.9M (+$246.7K)
Filed 2026-10-15
Orin Green Financial, LLC
DECREASED
Shares75,457 from 75,582
Change-125 (0%)
Value$5.9M (-$172.3K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares74,853 from 72,684
Change+2,169 (+3%)
Value$5.9M (+$13.8K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares74,763 from 67,687
Change+7,076 (+10%)
Value$5.9M (+$409.4K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
INCREASED
Shares74,571 from 73,508
Change+1,063 (+1%)
Value$5.8M (-$74.7K)
Filed 2026-11-06
Five Pine Wealth Management
INCREASED
Shares74,548 from 73,466
Change+1,082 (+1%)
Value$5.8M (-$73.1K)
Filed 2026-10-20
Financial & Tax Architects, LLC
NEW
Shares73,988
Change+73,988
Value$5.8M
Filed 2026-10-15
City Holding Co
DECREASED
Shares73,886 from 74,438
Change-552 (-1%)
Value$5.8M (-$202.6K)
Filed 2026-10-19
Secure Asset Management, LLC
INCREASED
Shares73,860 from 67,561
Change+6,299 (+9%)
Value$5.8M (+$348.7K)
Filed 2026-10-19
Meridian Management Co
DECREASED
Shares73,036 from 76,037
Change-3,001 (-4%)
Value$5.7M (-$398.8K)
Filed 2026-11-06
WP Advisors, LLC
INCREASED
Shares72,546 from 67,229
Change+5,317 (+8%)
Value$5.7M (+$272.5K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares71,696 from 35,846
Change+35,850 (+100%)
Value$5.6M (+$2.7M)
Filed 2026-10-29
BKM Wealth Management, LLC
DECREASED
Shares71,273 from 74,696
Change-3,423 (-5%)
Value$5.6M (-$429.1K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares70,938 from 69,487
Change+1,451 (+2%)
Value$5.6M (-$35.7K)
Filed 2026-10-29
May Hill Capital, LLC
DECREASED
Shares70,436 from 73,092
Change-2,656 (-4%)
Value$5.5M (-$365.4K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares69,151 from 65,306
Change+3,845 (+6%)
Value$5.4M (+$161.1K)
Filed 2026-10-28
Boston Trust Walden Corp
DECREASED
Shares68,286 from 69,010
Change-724 (-1%)
Value$5.4M (-$205.1K)
Filed 2026-10-30
Robinswood Financial LLC
DECREASED
Shares68,035 from 71,785
Change-3,750 (-5%)
Value$5.4M (-$334.8K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares67,968 from 68,046
Change-78 (0%)
Value$5.3M (-$152.4K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares67,713 from 62,376
Change+5,337 (+9%)
Value$5.3M (+$284.4K)
Filed 2026-10-23
Marathon Strategic Advisors, LLC
DECREASED
Shares67,191 from 68,161
Change-970 (-1%)
Value$5.3M (-$222.6K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares66,914 from 67,674
Change-760 (-1%)
Value$5.2M (-$205.1K)
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares65,901 from 61,611
Change+4,290 (+7%)
Value$5.2M (+$203.9K)
Filed 2026-10-16
Rockingstone Advisors LLC
DECREASED
Shares65,360 from 67,142
Change-1,782 (-3%)
Value$5.1M (-$284.1K)
Filed 2026-10-16
Advocate Group LLC
DECREASED
Shares65,140 from 68,209
Change-3,069 (-4%)
Value$5.1M (-$387.3K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares64,332 from 70,681
Change-6,349 (-9%)
Value$5.0M (-$649.9K)
Filed 2026-10-20
Mokosak Advisory Group, LLC
INCREASED
Shares64,210 from 63,894
Change+316 (+0%)
Value$5.0M (-$112.6K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares63,763 from 65,457
Change-1,694 (-3%)
Value$5.0M (-$273.6K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares63,571 from 61,775
Change+1,796 (+3%)
Value$5.0M (+$8.0K)
Filed 2026-10-22
LongView Wealth Management
INCREASED
Shares62,846 from 61,684
Change+1,162 (+2%)
Value$4.9M (-$41.5K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
DECREASED
Shares62,303 from 63,316
Change-1,013 (-2%)
Value$4.9M (-$215.6K)
Filed 2026-10-14
Sage Mountain Advisors LLC
DECREASED
Shares62,124 from 62,803
Change-679 (-1%)
Value$4.9M (-$188.3K)
Filed 2026-11-02
Financial Advisory Partners, LLC
INCREASED
Shares61,457 from 60,768
Change+689 (+1%)
Value$4.8M (-$76.6K)
Filed 2026-10-23
Alpine Bank Wealth Management
INCREASED
Shares61,244 from 61,182
Change+62 (+0%)
Value$4.8M (-$126.7K)
Filed 2026-10-16
Members Wealth LLC
INCREASED
Shares61,089 from 49,850
Change+11,239 (+23%)
Value$4.9M (+$879.2K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares60,955 from 60,839
Change+116 (+0%)
Value$4.9M (+$30.7K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
INCREASED
Shares60,933 from 57,408
Change+3,525 (+6%)
Value$4.8M (+$153.0K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares60,485 from 60,834
Change-349 (-1%)
Value$4.7M (-$158.2K)
Filed 2026-10-22
First American Bank
INCREASED
Shares60,262 from 57,774
Change+2,488 (+4%)
Value$4.7M (+$70.9K)
Filed 2026-10-27
Fogel Capital Management, Inc.
INCREASED
Shares58,983 from 58,974
Change+9 (+0%)
Value$4.6M (-$126.1K)
Filed 2026-11-04
Retirement Guys Formula LLC
DECREASED
Shares58,858 from 75,977
Change-17,119 (-23%)
Value$4.6M (-$1.5M)
Filed 2026-10-26
Hofer & Associates. Inc
DECREASED
Shares58,473 from 67,355
Change-8,882 (-13%)
Value$4.6M (-$841.3K)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares58,473 from 57,272
Change+1,201 (+2%)
Value$4.6M (-$28.9K)
Filed 2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares58,223 from 58,010
Change+213 (+0%)
Value$4.6M (-$108.0K)
Filed 2026-10-19
Genesis Private Wealth, LLC
DECREASED
Shares57,896 from 71,391
Change-13,495 (-19%)
Value$4.5M (-$1.2M)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED
Shares57,859 from 58,097
Change-238 (0%)
Value$4.5M (-$143.6K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares57,746 from 56,626
Change+1,120 (+2%)
Value$4.5M (-$34.0K)
Filed 2026-10-13
Good Steward Wealth Advisors,LLC
INCREASED
Shares57,318 from 53,902
Change+3,416 (+6%)
Value$4.5M (+$152.0K)
Filed 2026-11-06
Family Legacy, Inc.
DECREASED
Shares57,116 from 58,511
Change-1,395 (-2%)
Value$4.5M (-$235.2K)
Filed 2026-10-13
RW Investment Management LLC
DECREASED
Shares56,764 from 57,062
Change-298 (-1%)
Value$4.5M (-$146.1K)
Filed 2026-11-03
Diversified Trust Co
INCREASED
Shares56,677 from 55,395
Change+1,282 (+2%)
Value$4.4M (-$18.5K)
Filed 2026-11-06
Petros Family Wealth, LLC
DECREASED
Shares56,534 from 66,134
Change-9,600 (-15%)
Value$4.4M (-$895.0K)
Filed 2026-10-28
Partners in Financial Planning
INCREASED
Shares56,476 from 56,442
Change+34 (+0%)
Value$4.4M (-$118.8K)
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares56,369 from 57,421
Change-1,052 (-2%)
Value$4.4M (-$192.5K)
Filed 2026-10-29
GoalFusion Wealth Management, LLC
INCREASED
Shares55,747 from 53,793
Change+1,954 (+4%)
Value$4.4M (+$37.6K)
Filed 2026-10-06
Cornerstone Wealth Management, LLC
DECREASED
Shares55,627 from 63,170
Change-7,543 (-12%)
Value$4.4M (-$727.4K)
Filed 2026-11-04
Macco Financial Group, Inc.
INCREASED
Shares55,568 from 49,042
Change+6,526 (+13%)
Value$4.4M (+$406.3K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares55,326 from 54,733
Change+593 (+1%)
Value$4.3M (-$71.2K)
Filed 2026-10-26
Seamount Financial Group Inc
INCREASED
Shares55,203 from 54,593
Change+610 (+1%)
Value$4.3M (-$69.5K)
Filed 2026-10-21
FinDec Wealth Services, Inc.
DECREASED
Shares55,099 from 55,531
Change-432 (-1%)
Value$4.3M (-$153.3K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares54,761 from 53,560
Change+1,201 (+2%)
Value$4.3M (-$21.0K)
Filed 2026-10-16
Valpey Financial Services, LLC
DECREASED
Shares54,546 from 55,671
Change-1,125 (-2%)
Value$4.3M (-$207.9K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
DECREASED
Shares54,412 from 55,041
Change-629 (-1%)
Value$4.3M (-$167.7K)
Filed 2026-10-21
Virtue Asset Management LLC
DECREASED
Shares54,275 from 55,169
Change-894 (-2%)
Value$4.3M (-$188.7K)
Filed 2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED
Shares54,045 from 50,001
Change+4,044 (+8%)
Value$4.2M (+$209.6K)
Filed 2026-11-02
Armbruster Capital Management, Inc.
DECREASED
Shares53,588 from 53,688
Change-100 (0%)
Value$4.2M (-$123.3K)
Filed 2026-10-19
Anson Capital, Inc.
DECREASED
Shares53,533 from 55,975
Change-2,442 (-4%)
Value$4.2M (-$311.8K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares53,477 from 52,476
Change+1,001 (+2%)
Value$4.2M (-$34.3K)
Filed 2026-10-16
Charles Schwab Trust Co
INCREASED
Shares52,916 from 50,236
Change+2,680 (+5%)
Value$4.1M (+$102.2K)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED
Shares52,772 from 51,644
Change+1,128 (+2%)
Value$4.2M (+$51.6K)
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares52,552 from 53,583
Change-1,031 (-2%)
Value$4.1M (-$196.1K)
Filed 2026-10-08
Ridgewood Investments LLC
INCREASED
Shares52,442 from 51,848
Change+594 (+1%)
Value$4.1M (-$64.9K)
Filed 2026-10-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares52,345 from 38,390
Change+13,955 (+36%)
Value$4.1M (+$1.0M)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares52,044 from 1,080,918
Change-1,028,874 (-95%)
Value$4.1M (-$83.0M)
Filed 2026-10-21
Fort Washington Investment Advisors Inc
DECREASED
Shares51,517 from 55,721
Change-4,204 (-8%)
Value$4.0M (-$449.5K)
Filed 2026-10-15
United Financial Planning Group LLC
DECREASED
Shares51,438 from 51,820
Change-382 (-1%)
Value$4.0M (-$141.4K)
Filed 2026-11-04
Cap Partners, LLC
DECREASED
Shares51,290 from 51,814
Change-524 (-1%)
Value$4.0M (-$152.5K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED
Shares51,056 from 49,652
Change+1,404 (+3%)
Value$4.0M (+$3.4K)
Filed 2026-10-22
Allegheny Financial Group
INCREASED
Shares50,887 from 48,306
Change+2,581 (+5%)
Value$4.0M (+$98.5K)
Filed 2026-11-05
Evergreen Wealth Management, LLC
DECREASED
Shares50,755 from 52,579
Change-1,824 (-3%)
Value$4.0M (-$256.0K)
Filed 2026-11-06
JIM Saulnier & Associates, LLC
INCREASED
Shares50,731 from 40,045
Change+10,686 (+27%)
Value$4.0M (+$751.9K)
Filed 2026-11-04
Affiance Financial, LLC
INCREASED
Shares50,565 from 47,561
Change+3,004 (+6%)
Value$4.0M (+$133.4K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares50,203 from 51,734
Change-1,531 (-3%)
Value$3.9M (-$231.3K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares49,626 from 42,954
Change+6,672 (+16%)
Value$3.9M (+$430.9K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares49,528 from 47,147
Change+2,381 (+5%)
Value$3.9M (+$85.3K)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares49,501 from 33,842
Change+15,659 (+46%)
Value$3.9M (+$1.2M)
Filed 2026-10-15
Carrera Capital Advisors
DECREASED
Shares49,491 from 49,676
Change-185 (0%)
Value$3.9M (-$121.3K)
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares49,440 from 48,724
Change+716 (+1%)
Value$3.9M (-$48.6K)
Filed 2026-11-06
Intergy Private Wealth, LLC
INCREASED
Shares49,337 from 47,095
Change+2,242 (+5%)
Value$3.9M (+$74.6K)
Filed 2026-10-16
City State Bank
DECREASED
Shares49,279 from 50,349
Change-1,070 (-2%)
Value$3.9M (-$192.2K)
Filed 2026-10-20
Innovative Wealth Building LLC
DECREASED
Shares49,190 from 55,003
Change-5,813 (-11%)
Value$3.9M (-$574.1K)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares48,828 from 49,135
Change-307 (-1%)
Value$3.8M (-$129.7K)
Filed 2026-10-19
BAR Harbor Wealth Management
INCREASED
Shares48,788 from 47,474
Change+1,314 (+3%)
Value$3.8M (+$975)
Filed 2026-10-21
Sawgrass Asset Management LLC
UNCHANGED
Shares48,760 from 48,760
Change0 (0%)
Value$3.8M (-$104.8K)
Filed 2026-11-03
D.B. Root & Company, LLC
DECREASED
Shares48,257 from 53,963
Change-5,706 (-11%)
Value$3.8M (-$563.5K)
Filed 2026-11-04
Sepio Capital, LP
INCREASED
Shares48,247 from 47,916
Change+331 (+1%)
Value$3.8M (-$77.1K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares48,222 from 49,344
Change-1,122 (-2%)
Value$3.8M (-$194.1K)
Filed 2026-10-29
Financial Planning Hawaii, Inc.
INCREASED
Shares47,981 from 45,542
Change+2,439 (+5%)
Value$3.8M (+$93.4K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares47,978 from 44,728
Change+3,250 (+7%)
Value$3.8M (+$158.7K)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares47,591 from 45,368
Change+2,223 (+5%)
Value$3.7M (+$76.8K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares47,247 from 46,919
Change+328 (+1%)
Value$3.7M (-$75.2K)
Filed 2026-11-02
Boyd Wealth Management, LLC
DECREASED
Shares47,144 from 47,983
Change-839 (-2%)
Value$3.7M (-$169.0K)
Filed 2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED
Shares47,124 from 34,646
Change+12,478 (+36%)
Value$3.7M (+$904.0K)
Filed 2026-10-08
WealthTrust Asset Management, LLC
DECREASED
Shares47,073 from 47,272
Change-199 (0%)
Value$3.7M (-$117.2K)
Filed 2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED
Shares46,987 from 45,552
Change+1,435 (+3%)
Value$3.7M (+$14.6K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares46,924 from 46,190
Change+734 (+2%)
Value$3.9M (+$101.5K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
INCREASED
Shares46,519 from 36,584
Change+9,935 (+27%)
Value$3.6M (+$700.4K)
Filed 2026-10-16
Summit Financial Strategies, Inc.
INCREASED
Shares46,472 from 44,997
Change+1,475 (+3%)
Value$3.6M (+$18.9K)
Filed 2026-10-14
Quadrant Capital Group LLC
DECREASED
Shares46,320 from 55,577
Change-9,257 (-17%)
Value$3.8M (-$724.9K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED
Shares46,034 from 48,883
Change-2,849 (-6%)
Value$3.6M (-$328.5K)
Filed 2026-10-05
Columbia Asset Management
DECREASED
Shares45,918 from 45,947
Change-29 (0%)
Value$3.6M (-$101.1K)
Filed 2026-10-19
Philadelphia Trust Co
UNCHANGED
Shares45,420 from 45,420
Change0 (0%)
Value$3.6K (-$3.7M)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares45,397 from 44,844
Change+553 (+1%)
Value$3.6M (-$53.1K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares44,799 from 43,875
Change+924 (+2%)
Value$3.5M (-$33.0K)
Filed 2026-11-03
GEM Asset Management, LLC
DECREASED
Shares44,596 from 47,756
Change-3,160 (-7%)
Value$3.5M (-$350.5K)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
INCREASED
Shares44,590 from 43,214
Change+1,376 (+3%)
Value$3.5M (+$15.0K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares44,530 from 53,581
Change-9,051 (-17%)
Value$3.5M (-$825.0K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares44,363 from 44,363
Change0 (0%)
Value$3.6M ($0)
Filed 2026-10-26
CWS Financial Advisors, LLC
INCREASED
Shares44,001 from 43,870
Change+131 (+0%)
Value$3.5M (-$84.0K)
Filed 2026-10-16
Downshift Financial, LLC
INCREASED
Shares43,895 from 43,857
Change+38 (+0%)
Value$3.4M (-$91.3K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED
Shares43,800 from 43,800
Change0 (0%)
Value$3.4M (-$94.2K)
Filed 2026-11-04
Chatham Capital Group, Inc.
INCREASED
Shares43,526 from 37,056
Change+6,470 (+17%)
Value$3.4M (+$427.7K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares43,313 from 42,617
Change+696 (+2%)
Value$3.4M (-$37.1K)
Filed 2026-10-09
Fusion Family Wealth, LLC
INCREASED
Shares43,096 from 41,871
Change+1,225 (+3%)
Value$3.4M (+$6.0K)
Filed 2026-11-02
Pachira Investments Inc.
INCREASED
Shares43,018 from 30,762
Change+12,256 (+40%)
Value$3.4M (+$895.0K)
Filed 2026-10-14
Objective Capital Management, LLC
DECREASED
Shares43,009 from 43,598
Change-589 (-1%)
Value$3.4M (-$139.9K)
Filed 2026-10-13
Flywheel Private Wealth LLC
DECREASED
Shares42,743 from 43,558
Change-815 (-2%)
Value$3.4M (-$157.6K)
Filed 2026-11-02
Scott & Selber, Inc.
UNCHANGED
Shares42,648 from 42,648
Change0 (0%)
Value$3.3M (-$91.7K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares42,333 from 40,846
Change+1,487 (+4%)
Value$3.3M (+$28.8K)
Filed 2026-10-20
Welch & Forbes LLC
INCREASED
Shares42,148 from 41,496
Change+652 (+2%)
Value$3.3M (-$38.1K)
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares42,097 from 41,277
Change+820 (+2%)
Value$3.3M (-$24.4K)
Filed 2026-10-19
Flagstar Securities, Inc
INCREASED
Shares41,631 from 21,865
Change+19,766 (+90%)
Value$3.3M (+$1.5M)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares41,298 from 39,004
Change+2,294 (+6%)
Value$3.2M (+$96.1K)
Filed 2026-10-19
Matrix Asset Advisors Inc
INCREASED
Shares41,182 from 37,472
Change+3,710 (+10%)
Value$3.2M (+$210.4K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares41,099 from 40,033
Change+1,066 (+3%)
Value$3.2M (-$2.5K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares41,097 from 40,914
Change+183 (+0%)
Value$3.2K (-$3.3M)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares40,857 from 46,947
Change-6,090 (-13%)
Value$3.2M (-$541.5K)
Filed 2026-10-19
Frank, Rimerman Advisors LLC
INCREASED
Shares40,821 from 38,284
Change+2,537 (+7%)
Value$3.2M (+$116.6K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
INCREASED
Shares40,760 from 39,988
Change+772 (+2%)
Value$3.2M (-$25.4K)
Filed 2026-10-19
BankPlus Wealth Management LLC
INCREASED
Shares40,635 from 31,318
Change+9,317 (+30%)
Value$3.2M (+$663.1K)
Filed 2026-10-13
Compass Planning Associates Inc
INCREASED
Shares40,582 from 34,326
Change+6,256 (+18%)
Value$3.2M (+$416.9K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares40,451 from 44,738
Change-4,287 (-10%)
Value$3.2M (-$432.4K)
Filed 2026-10-13
Financial Planning Fort Collins, LLC
DECREASED
Shares40,398 from 40,580
Change-182 (0%)
Value$3.2M (-$110.0K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
DECREASED
Shares40,345 from 52,813
Change-12,468 (-24%)
Value$3.2M (-$1.1M)
Filed 2026-10-13
John W. Brooker & Co., CPAs
INCREASED
Shares40,046 from 39,320
Change+726 (+2%)
Value$3.1M (-$27.6K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares39,750 from 37,890
Change+1,860 (+5%)
Value$3.1M (+$64.4K)
Filed 2026-10-28
Redw Wealth LLC
INCREASED
Shares39,664 from 34,138
Change+5,526 (+16%)
Value$3.1M (+$359.9K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares39,499 from 37,845
Change+1,654 (+4%)
Value$3.1M (+$48.3K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares39,397 from 35,458
Change+3,939 (+11%)
Value$3.1M (+$284.2K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares39,342 from 37,570
Change+1,772 (+5%)
Value$3.1M (+$58.2K)
Filed 2026-11-05
Sincerus Advisory, LLC
INCREASED
Shares39,335 from 39,076
Change+259 (+1%)
Value$3.1M (-$63.7K)
Filed 2026-10-09
Eclectic Associates Inc
DECREASED
Shares39,266 from 39,844
Change-578 (-1%)
Value$3.1M (-$130.8K)
Filed 2026-10-09
SWP Financial LLC
DECREASED
Shares39,208 from 39,538
Change-330 (-1%)
Value$3.1M (-$110.9K)
Filed 2026-10-23
Selby Wealth Management, LLC
DECREASED
Shares39,039 from 40,389
Change-1,350 (-3%)
Value$3.1M (-$192.7K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares38,460 from 38,464
Change-4 (0%)
Value$3.0M (-$83.0K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares38,430 from 35,917
Change+2,513 (+7%)
Value$3.0M (+$119.8K)
Filed 2026-11-03
Missouri Trust & Investment Co
DECREASED
Shares38,290 from 38,340
Change-50 (0%)
Value$3.0M (-$100.9K)
Filed 2026-11-04
Columbus Macro, LLC
INCREASED
Shares38,086 from 37,947
Change+139 (+0%)
Value$3.0M (-$70.7K)
Filed 2026-10-14
High Net Worth Advisory Group LLC
DECREASED
Shares38,035 from 40,304
Change-2,269 (-6%)
Value$3.0M (-$264.6K)
Filed 2026-10-26
New Covenant Trust Company, N.A.
INCREASED
Shares37,217 from 33,344
Change+3,873 (+12%)
Value$2.9M (+$232.0K)
Filed 2026-10-08
Revolve Wealth Partners, LLC
DECREASED
Shares37,195 from 39,478
Change-2,283 (-6%)
Value$2.9M (-$263.9K)
Filed 2026-10-23
Essex Bank
DECREASED
Shares37,183 from 37,422
Change-239 (-1%)
Value$2.9M (-$98.8K)
Filed 2026-10-16
Transcendent Capital Group LLC
DECREASED
Shares37,142 from 37,332
Change-190 (-1%)
Value$2.9M (-$95.2K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED
Shares37,129 from 38,051
Change-922 (-2%)
Value$2.9M (-$154.1K)
Filed 2026-10-15
West Financial Advisors, LLC
INCREASED
Shares37,093 from 36,700
Change+393 (+1%)
Value$2.9M (-$48.0K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares37,000 from 36,710
Change+290 (+1%)
Value$2.9M (-$56.2K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
UNCHANGED
Shares36,888 from 36,888
Change0 (0%)
Value$2.9M (-$79.3K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares36,821 from 37,296
Change-475 (-1%)
Value$2.9M (-$117.5K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares36,803 from 37,319
Change-516 (-1%)
Value$2.9M (-$120.7K)
Filed 2026-10-09
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares36,719 from 36,719
Change0 (0%)
Value$2.9M (-$78.9K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares36,566 from 55,611
Change-19,045 (-34%)
Value$2.9M (-$1.6M)
Filed 2026-10-27
Heritage Family Offices, LLP
INCREASED
Shares36,504 from 26,580
Change+9,924 (+37%)
Value$2.9M (+$721.1K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
INCREASED
Shares36,316 from 35,611
Change+705 (+2%)
Value$2.8M (-$21.3K)
Filed 2026-11-02
My Personal CFO, LLC
DECREASED
Shares36,262 from 37,052
Change-790 (-2%)
Value$2.8M (-$141.6K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares36,197 from 36,162
Change+35 (+0%)
Value$2.8M (-$75.0K)
Filed 2026-10-22
Centerline Wealth Advisors, LLC
INCREASED
Shares36,189 from 35,623
Change+566 (+2%)
Value$2.8M (-$32.2K)
Filed 2026-10-15
Aprio Wealth Management, LLC
DECREASED
Shares36,079 from 38,605
Change-2,526 (-7%)
Value$2.8M (-$281.1K)
Filed 2026-10-28
21 West Wealth Management LLC
DECREASED
Shares36,074 from 36,879
Change-805 (-2%)
Value$2.8M (-$142.4K)
Filed 2026-10-13
Portland Financial Advisors Inc
INCREASED
Shares35,647 from 33,253
Change+2,394 (+7%)
Value$2.8M (+$116.2K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares35,646 from 37,727
Change-2,081 (-6%)
Value$2.8M (-$244.3K)
Filed 2026-10-26
AMI Investment Management Inc
INCREASED
Shares35,501 from 27,916
Change+7,585 (+27%)
Value$2.8M (+$534.8K)
Filed 2026-10-27
Conning Inc.
UNCHANGED
Shares35,428 from 35,428
Change0 (0%)
Value$2.8M (-$76.2K)
Filed 2026-10-27
Carolina Wealth Management Inc
INCREASED
Shares35,350 from 31,838
Change+3,512 (+11%)
Value$2.8M (+$207.0K)
Filed 2026-10-29
R2 Capital Strategies, LLC
INCREASED
Shares35,222 from 34,226
Change+996 (+3%)
Value$2.8M (+$4.6K)
Filed 2026-10-15
New Perspectives, Inc
DECREASED
Shares35,057 from 35,127
Change-70 (0%)
Value$2.7M (-$81.0K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares34,942 from 34,603
Change+339 (+1%)
Value$2.8M (+$35.5K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
DECREASED
Shares34,768 from 35,463
Change-695 (-2%)
Value$2.7M (-$130.7K)
Filed 2026-11-05
Stone Loft Wealth Management LLC
INCREASED
Shares34,629 from 22,324
Change+12,305 (+55%)
Value$2.7M (+$919.7K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares34,470 from 35,762
Change-1,292 (-4%)
Value$2.7M (-$178.2K)
Filed 2026-10-16
Index Fund Advisors, Inc.
DECREASED
Shares34,465 from 34,471
Change-6 (0%)
Value$2.7M (-$74.6K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares34,318 from 33,557
Change+761 (+2%)
Value$2.7M (-$12.5K)
Filed 2026-10-27
Factor Wealth Management LTD
DECREASED
Shares34,267 from 43,890
Change-9,623 (-22%)
Value$2.7M (-$849.0K)
Filed 2026-10-08
LCW Services, LLC
INCREASED
Shares34,195 from 32,636
Change+1,559 (+5%)
Value$2.7M (+$52.1K)
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares34,029 from 34,541
Change-512 (-1%)
Value$2.7M (-$114.1K)
Filed 2026-10-20
RMG Wealth Management LLC
DECREASED
Shares33,974 from 39,626
Change-5,652 (-14%)
Value$2.7M (-$562.4K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
INCREASED
Shares33,792 from 33,491
Change+301 (+1%)
Value$2.6M (-$48.4K)
Filed 2026-10-30
Linscomb Wealth, Inc.
UNCHANGED
Shares33,616 from 33,616
Change0 (0%)
Value$2.6M (-$72.3K)
Filed 2026-11-05
Balentine LLC
DECREASED
Shares33,529 from 39,248
Change-5,719 (-15%)
Value$2.6M (-$532.9K)
Filed 2026-11-03
Defined Wealth Management, LLC
INCREASED
Shares33,494 from 33,454
Change+40 (+0%)
Value$2.6M (-$68.8K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares33,412 from 33,298
Change+114 (+0%)
Value$2.6M (-$62.7K)
Filed 2026-11-04
Clarity Capital Advisors, LLC
DECREASED
Shares33,313 from 33,343
Change-30 (0%)
Value$2.6M (-$74.1K)
Filed 2026-10-27
Segment Wealth Management, LLC
DECREASED
Shares33,292 from 33,350
Change-58 (0%)
Value$2.6M (-$76.3K)
Filed 2026-10-26
Fiduciary Family Office, LLC
UNCHANGED
Shares33,288 from 33,288
Change0 (0%)
Value$2.6M (-$71.6K)
Filed 2026-11-04
Topel & Distasi Wealth Management, LLC
DECREASED
Shares33,140 from 33,222
Change-82 (0%)
Value$2.6M (-$77.9K)
Filed 2026-11-05
Lynx Investment Advisory
DECREASED
Shares32,962 from 35,955
Change-2,993 (-8%)
Value$2.6M (-$312.0K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares32,945
Change+32,945
Value$2.6M
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares32,750 from 32,592
Change+158 (+0%)
Value$2.6M (-$57.7K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
INCREASED
Shares32,658 from 32,617
Change+41 (+0%)
Value$2.6M (-$61.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares32,530 from 7,927
Change+24,603 (+310%)
Value$2.6M (+$274.6K)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares32,522 from 32,540
Change-18 (0%)
Value$2.6M (-$71.4K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
INCREASED
Shares32,505 from 31,984
Change+521 (+2%)
Value$2.5M (-$27.9K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares32,465 from 31,060
Change+1,405 (+5%)
Value$2.5M (+$43.4K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares32,386 from 33,199
Change-813 (-2%)
Value$2.5M (-$135.1K)
Filed 2026-10-15
Financial Freedom, LLC
DECREASED
Shares32,329 from 40,667
Change-8,338 (-20%)
Value$2.5M (-$741.4K)
Filed 2026-11-06
Romano Brothers and Company
INCREASED
Shares32,263 from 32,242
Change+21 (+0%)
Value$2.5M (-$67.7K)
Filed 2026-10-22
Duncker Streett & Co Inc
INCREASED
Shares32,175 from 30,127
Change+2,048 (+7%)
Value$2.5M (+$95.8K)
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares32,138 from 30,633
Change+1,505 (+5%)
Value$2.5M (+$52.2K)
Filed 2026-10-29
Fell Capital Management
UNCHANGED
Shares32,136 from 32,136
Change0 (0%)
Value$2.5M (-$69.1K)
Filed 2026-10-09
Argonautica Private Wealth Management, Inc
INCREASED
Shares32,020 from 31,894
Change+126 (+0%)
Value$2.5M (-$58.7K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares31,728 from 16,116
Change+15,612 (+97%)
Value$2.5M (+$1.2M)
Filed 2026-10-26
Courier Capital LLC
INCREASED
Shares31,705 from 30,635
Change+1,070 (+3%)
Value$2.5M (+$18.0K)
Filed 2026-10-19
Sherry Group, Inc.
INCREASED
Shares31,531 from 31,422
Change+109 (+0%)
Value$2.5M (-$55.7K)
Filed 2026-10-09
St. Louis Trust Co
UNCHANGED
Shares31,510 from 31,510
Change0 (0%)
Value$2.5M (+$1.3M)
Filed 2026-11-03
Rockland Trust Co
INCREASED
Shares31,478 from 26,768
Change+4,710 (+18%)
Value$2.5M (+$311.8K)
Filed 2026-10-05
Plimoth Trust Co LLC
INCREASED
Shares31,451 from 30,755
Change+696 (+2%)
Value$2.5M (-$11.5K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
DECREASED
Shares31,255 from 71,734
Change-40,479 (-56%)
Value$2.5M (-$3.3M)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares31,217 from 24,705
Change+6,512 (+26%)
Value$2.4M (+$457.6K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares31,214
Change+31,214
Value$2.5K
Filed 2026-11-03
Ironwood Financial, llc
DECREASED
Shares31,020 from 31,165
Change-145 (0%)
Value$2.4M (-$86.8K)
Filed 2026-10-20
DeDora Capital, Inc.
DECREASED
Shares30,962 from 31,325
Change-363 (-1%)
Value$2.4M (-$95.8K)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares30,834 from 31,335
Change-501 (-2%)
Value$2.4M (-$106.7K)
Filed 2026-11-05
Wisconsin Wealth Advisors, LLC
INCREASED
Shares30,718 from 30,705
Change+13 (+0%)
Value$2.4M (-$65.0K)
Filed 2026-10-08
Howland Capital Management LLC
UNCHANGED
Shares30,628 from 30,628
Change0 (0%)
Value$2.4M (-$66.3K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares30,425 from 88
Change+30,337 (+34474%)
Value$2.4M (+$2.4M)
Filed 2026-10-30
15 Wealth Advisors LLC
NEW
Shares30,409
Change+30,409
Value$2.4M
Filed 2026-10-14
IFG Advisors, LLC
INCREASED
Shares30,259 from 28,497
Change+1,762 (+6%)
Value$2.4M (+$76.9K)
Filed 2026-10-15
New Wave Wealth Advisors LLC
DECREASED
Shares30,248 from 31,385
Change-1,137 (-4%)
Value$2.5M (-$78.0K)
Filed 2026-10-19
Principal Financial Group Inc
DECREASED
Shares30,211 from 394,651
Change-364,440 (-92%)
Value$2.4M (-$29.4M)
Filed 2026-11-02
Aspiriant, LLC
DECREASED
Shares30,174 from 32,006
Change-1,832 (-6%)
Value$2.4M (-$212.5K)
Filed 2026-10-16
Stonebridge Financial Planning Group, LLC
DECREASED
Shares30,172 from 31,134
Change-962 (-3%)
Value$2.4M (-$142.4K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares30,014 from 30,026
Change-12 (0%)
Value$2.4M (-$65.5K)
Filed 2026-11-06
Leelyn Smith, LLC
INCREASED
Shares29,672 from 28,972
Change+700 (+2%)
Value$2.3M (-$7.4K)
Filed 2026-11-03
OFC Financial Planning, LLC
INCREASED
Shares29,578 from 29,432
Change+146 (+1%)
Value$2.3M (-$51.9K)
Filed 2026-11-06
Patten Group, Inc.
DECREASED
Shares29,505 from 32,922
Change-3,417 (-10%)
Value$2.3M (-$338.8K)
Filed 2026-10-26
Bull Oak Capital, LLC
DECREASED
Shares29,455 from 34,496
Change-5,041 (-15%)
Value$2.3M (-$469.5K)
Filed 2026-10-23
PFW Advisors LLC
DECREASED
Shares29,032 from 29,363
Change-331 (-1%)
Value$2.3M (-$89.1K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares28,850 from 28,416
Change+434 (+2%)
Value$2.3M (-$27.1K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
INCREASED
Shares28,757 from 24,272
Change+4,485 (+18%)
Value$2.3M (+$299.5K)
Filed 2026-10-15
Gibson Capital, LLC
UNCHANGED
Shares28,644 from 28,644
Change0 (0%)
Value$2.2M (-$61.6K)
Filed 2026-10-23
Hilltop National Bank
INCREASED
Shares28,619 from 28,402
Change+217 (+1%)
Value$2.2M (-$44.0K)
Filed 2026-10-14
Powers Advisory Group, LLC
INCREASED
Shares28,535 from 22,455
Change+6,080 (+27%)
Value$2.2M (+$428.5K)
Filed 2026-10-14
AFG Fiduciary Services Limited Partnership
INCREASED
Shares28,324 from 28,242
Change+82 (+0%)
Value$2.3M (+$21.0K)
Filed 2026-10-21
Financial Insights, Inc.
DECREASED
Shares27,898 from 31,180
Change-3,282 (-11%)
Value$2.2M (-$324.5K)
Filed 2026-10-27
Great Lakes Advisors, LLC
DECREASED
Shares27,886 from 28,639
Change-753 (-3%)
Value$2.2M (-$120.6K)
Filed 2026-11-06
RMR Capital Management, LLC
INCREASED
Shares27,831 from 27,068
Change+763 (+3%)
Value$2.2M (+$1.6K)
Filed 2026-10-23
Victory Financial Group, LLC
INCREASED
Shares27,470 from 26,834
Change+636 (+2%)
Value$2.2M (-$7.8K)
Filed 2026-10-27
Montis Financial, LLC
UNCHANGED
Shares27,032 from 27,032
Change0 (0%)
Value$2.1M (-$58.1K)
Filed 2026-11-04
Vilga Financial Planning LLC
INCREASED
Shares26,950 from 26,325
Change+625 (+2%)
Value$2.1M (-$7.6K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
INCREASED
Shares26,756 from 11,220
Change+15,536 (+138%)
Value$2.1M (+$1.2M)
Filed 2026-10-16
Rockwood Wealth Management, LLC
INCREASED
Shares26,754 from 25,786
Change+968 (+4%)
Value$2.1M (+$20.5K)
Filed 2026-10-27
John A. Wolfe & Associates, Inc.
INCREASED
Shares26,706 from 25,182
Change+1,524 (+6%)
Value$2.1M (+$65.4K)
Filed 2026-11-06
Next Level Private LLC
UNCHANGED
Shares26,586 from 26,586
Change0 (0%)
Value$2.1M (-$57.2K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares26,469 from 22,653
Change+3,816 (+17%)
Value$2.1M (+$250.5K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
DECREASED
Shares26,368 from 26,739
Change-371 (-1%)
Value$2.1M (-$77.7K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
DECREASED
Shares26,267 from 26,756
Change-489 (-2%)
Value$2.1M (-$95.8K)
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares26,228 from 27,024
Change-796 (-3%)
Value$2.1M (-$48.1K)
Filed 2026-11-03
MY Wealth Management Inc.
DECREASED
Shares26,217 from 26,921
Change-704 (-3%)
Value$2.1M (-$113.1K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED
Shares26,115 from 26,485
Change-370 (-1%)
Value$2.0M (-$86.0K)
Filed 2026-10-27
Arsenal Capital Advisors LLC
INCREASED
Shares26,075 from 24,603
Change+1,472 (+6%)
Value$2.0M (+$62.6K)
Filed 2026-11-02
Stone Summit Wealth LLC
DECREASED
Shares26,067 from 27,559
Change-1,492 (-5%)
Value$2.0M (-$176.3K)
Filed 2026-10-14
ERn Financial, LLC
DECREASED
Shares26,057 from 28,187
Change-2,130 (-8%)
Value$2.0M (-$227.6K)
Filed 2026-10-28
Lincoln Capital Corp
UNCHANGED
Shares25,963 from 25,963
Change0 (0%)
Value$2.0M (-$55.8K)
Filed 2026-10-13
Opulen Financial Group LLC
INCREASED
Shares25,827 from 25,513
Change+314 (+1%)
Value$2.0M (-$30.2K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares25,694 from 399
Change+25,295 (+6340%)
Value$2.0M (+$2.0M)
Filed 2026-11-03
Elevate Capital Advisors, LLC
INCREASED
Shares25,501 from 6,707
Change+18,794 (+280%)
Value$2.0M (+$1.5M)
Filed 2026-11-02
Smithbridge Asset Management Inc
INCREASED
Shares25,140 from 9,140
Change+16,000 (+175%)
Value$2.0M (+$1.2M)
Filed 2026-10-19
Mitchell Sinkler & Starr
UNCHANGED
Shares25,096 from 25,096
Change0 (0%)
Value$2.0M (-$54.0K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares25,052 from 36,453
Change-11,401 (-31%)
Value$2.0M (-$972.5K)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares24,817 from 22,158
Change+2,659 (+12%)
Value$1.9M (+$160.9K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
DECREASED
Shares24,630 from 31,410
Change-6,780 (-22%)
Value$1.9M (-$599.2K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares24,605 from 21,778
Change+2,827 (+13%)
Value$1.9M (+$174.8K)
Filed 2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED
Shares24,551 from 24,551
Change0 (0%)
Value$1.9M (-$52.8K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares24,400 from 19,156
Change+5,244 (+27%)
Value$1.9M (+$372.0K)
Filed 2026-10-13
Platform Technology Partners
INCREASED
Shares24,350 from 22,172
Change+2,178 (+10%)
Value$1.9M (+$123.2K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
INCREASED
Shares24,200 from 17,007
Change+7,193 (+42%)
Value$1.9M (+$527.5K)
Filed 2026-10-15
BOS Asset Management, LLC
DECREASED
Shares24,184 from 24,750
Change-566 (-2%)
Value$1.9M (-$97.6K)
Filed 2026-10-09
Clearview Wealth Management LLC
DECREASED
Shares24,081 from 25,664
Change-1,583 (-6%)
Value$2.0M (-$116.7K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares24,019 from 23,000
Change+1,019 (+4%)
Value$1.9M (+$93.3K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED
Shares23,955 from 91,483
Change-67,528 (-74%)
Value$1.9M (-$5.5M)
Filed 2026-10-19
Fisher Asset Management, LLC
DECREASED
Shares23,861 from 33,762
Change-9,901 (-29%)
Value$1.9M (-$848.9K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares23,753 from 17,185
Change+6,568 (+38%)
Value$1.9M (+$478.4K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares23,689 from 22,450
Change+1,239 (+6%)
Value$1.9M (+$48.9K)
Filed 2026-10-16
First County Bank
DECREASED
Shares23,638 from 23,745
Change-107 (0%)
Value$1.9M (-$59.4K)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares23,567 from 15,068
Change+8,499 (+56%)
Value$1.8M (+$634.1K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED
Shares23,463 from 23,463
Change0 (0%)
Value$1.8M (-$50.4K)
Filed 2026-11-05
Heck Capital Advisors, LLC
INCREASED
Shares23,383 from 22,160
Change+1,223 (+6%)
Value$1.8M (+$48.3K)
Filed 2026-10-14
Montecito Bank & Trust
INCREASED
Shares23,332 from 22,402
Change+930 (+4%)
Value$1.8M (+$24.8K)
Filed 2026-10-01
Harbor Group, Inc.
DECREASED
Shares23,275 from 23,749
Change-474 (-2%)
Value$1.8M (-$88.2K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares23,272 from 14,926
Change+8,346 (+56%)
Value$1.8M (+$622.4K)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares23,223 from 25,087
Change-1,864 (-7%)
Value$1.8M (-$200.1K)
Filed 2026-10-29
Oakworth Capital, Inc.
INCREASED
Shares23,168 from 22,324
Change+844 (+4%)
Value$1.8M (+$18.6K)
Filed 2026-10-26
Coastline Trust Co
DECREASED
Shares23,131 from 24,199
Change-1,068 (-4%)
Value$1.8M (-$135.8K)
Filed 2026-10-01
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares23,125 from 24,114
Change-989 (-4%)
Value$1.8M (-$129.4K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares23,041 from 21,847
Change+1,194 (+5%)
Value$1.8M (+$46.7K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED
Shares23,026 from 24,592
Change-1,566 (-6%)
Value$1.8M (-$175.7K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares22,998 from 23,812
Change-814 (-3%)
Value$1.8M (-$115.0K)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares22,747 from 23,161
Change-414 (-2%)
Value$1.8M (-$82.2K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares22,690 from 22,182
Change+508 (+2%)
Value$1.8M (-$7.9K)
Filed 2026-10-30
Mascagni Wealth Management, Inc.
INCREASED
Shares22,569 from 22,547
Change+22 (+0%)
Value$1.8M (-$46.7K)
Filed 2026-10-23
Mascoma Wealth Management LLC
INCREASED
Shares22,547 from 14,334
Change+8,213 (+57%)
Value$1.8M (+$613.2K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares22,159 from 21,358
Change+801 (+4%)
Value$1.7M (+$16.9K)
Filed 2026-10-08
Willow Creek Wealth Management Inc.
DECREASED
Shares21,888 from 22,023
Change-135 (-1%)
Value$1.7M (-$58.0K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
INCREASED
Shares21,821 from 17,748
Change+4,073 (+23%)
Value$1.7M (+$281.3K)
Filed 2026-10-13
Planning Strategies Inc.
DECREASED
Shares21,785 from 22,046
Change-261 (-1%)
Value$1.7M (-$67.9K)
Filed 2026-10-02
Sherman Asset Management, Inc.
DECREASED
Shares21,727 from 22,553
Change-826 (-4%)
Value$1.7M (-$113.2K)
Filed 2026-11-05
SoundView Advisors Inc.
DECREASED
Shares21,644 from 23,152
Change-1,508 (-7%)
Value$1.7K (-$1.9M)
Filed 2026-11-04
Optima Capital LLC
DECREASED
Shares21,616 from 22,550
Change-934 (-4%)
Value$1.7M (-$121.7K)
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares21,572 from 21,572
Change0 (0%)
Value$1.7M (-$46.4K)
Filed 2026-11-03
waypoint wealth counsel
INCREASED
Shares21,547 from 21,539
Change+8 (+0%)
Value$1.7M (-$45.7K)
Filed 2026-10-22
Waystone Advisors LLC
DECREASED
Shares21,513 from 21,997
Change-484 (-2%)
Value$1.7M (-$39.0K)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares21,416 from 21,448
Change-32 (0%)
Value$1.7M (-$48.6K)
Filed 2026-10-08
First National Trust Co
INCREASED
Shares21,389 from 20,379
Change+1,010 (+5%)
Value$1.7M (+$35.4K)
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares21,378 from 21,378
Change0 (0%)
Value$1.7M (-$46.0K)
Filed 2026-11-02
Capital Squared Financial LLC
INCREASED
Shares21,137 from 17,921
Change+3,216 (+18%)
Value$1.7M (+$213.7K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares21,095 from 19,167
Change+1,928 (+10%)
Value$1.7M (+$110.0K)
Filed 2026-11-02
KFG LLC
NEW
Shares20,964
Change+20,964
Value$1.6M
Filed 2026-11-02
Dala Group, LLC
DECREASED
Shares20,927 from 21,052
Change-125 (-1%)
Value$1.6M (-$55.0K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares20,925 from 24,316
Change-3,391 (-14%)
Value$1.6M (-$318.2K)
Filed 2026-10-21
Dana Investment Advisors, Inc.
DECREASED
Shares20,816 from 22,115
Change-1,299 (-6%)
Value$1.6M (-$149.4K)
Filed 2026-11-06
Aspen Investment Management Inc
DECREASED
Shares20,774 from 20,889
Change-115 (-1%)
Value$1.6K (-$54)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares20,755 from 20,455
Change+300 (+1%)
Value$1.6M (-$20.4K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares20,683 from 23,257
Change-2,574 (-11%)
Value$1.6M (-$251.8K)
Filed 2026-10-28
Calder Financial LLC
DECREASED
Shares20,646 from 21,367
Change-721 (-3%)
Value$1.6M (-$102.5K)
Filed 2026-10-13
Interchange Capital Partners, LLC
UNCHANGED
Shares20,600 from 20,600
Change0 (0%)
Value$1.6M (-$44.2K)
Filed 2026-10-28
Catalyst Financial Partners LLC
INCREASED
Shares20,509 from 11,020
Change+9,489 (+86%)
Value$1.6M (+$720.4K)
Filed 2026-11-06
Heritage Wealth Management, Inc.
INCREASED
Shares20,473 from 19,855
Change+618 (+3%)
Value$1.6M (+$5.8K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares20,338 from 20,686
Change-348 (-2%)
Value$1.6M (-$71.8K)
Filed 2026-10-20
Appleton Partners Inc
INCREASED
Shares20,266 from 20,246
Change+20 (+0%)
Value$1.6K (-$1.6M)
Filed 2026-10-30
Chapin Davis, Inc.
INCREASED
Shares20,156 from 18,789
Change+1,367 (+7%)
Value$1.6M (+$66.8K)
Filed 2026-10-09
CVS Health Corp
NEW
Shares20,000
Change+20,000
Value$1.6M
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares19,926 from 19,911
Change+15 (+0%)
Value$1.6M (-$41.6K)
Filed 2026-10-09
CFC Planning Co LLC
INCREASED
Shares19,907 from 18,992
Change+915 (+5%)
Value$1.6M (+$31.1K)
Filed 2026-10-28
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares19,892 from 19,892
Change0 (0%)
Value$1.6M (-$42.8K)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares19,876 from 23,571
Change-3,695 (-16%)
Value$1.6M (-$340.4K)
Filed 2026-10-06
Eagle Wealth Strategies LLC
INCREASED
Shares19,777 from 19,716
Change+61 (+0%)
Value$1.6M (-$37.7K)
Filed 2026-10-20
Richmond Investment Services, LLC
DECREASED
Shares19,753 from 22,132
Change-2,379 (-11%)
Value$1.5M (-$234.2K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares19,677 from 18,658
Change+1,019 (+5%)
Value$1.5M (+$39.7K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
INCREASED
Shares19,569 from 19,120
Change+449 (+2%)
Value$1.5M (-$5.9K)
Filed 2026-10-13
B&D White Capital Company, LLC
DECREASED
Shares19,543 from 19,891
Change-348 (-2%)
Value$1.5M (-$70.1K)
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares19,510 from 19,068
Change+442 (+2%)
Value$1.5M (-$6.3K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
UNCHANGED
Shares19,468 from 19,468
Change0 (0%)
Value$1.5M (-$41.9K)
Filed 2026-10-13
Blueprint Investment Partners LLC
DECREASED
Shares19,351 from 21,540
Change-2,189 (-10%)
Value$1.5M (-$218.0K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares19,292 from 20,494
Change-1,202 (-6%)
Value$1.5M (-$138.3K)
Filed 2026-10-13
Mustard Seed Financial, LLC
INCREASED
Shares19,278 from 19,167
Change+111 (+1%)
Value$1.5M (-$32.5K)
Filed 2026-10-30
Legacy Trust
UNCHANGED
Shares19,224 from 19,224
Change0 (0%)
Value$1.6M (+$17.1K)
Filed 2026-11-06
FF Advisors,LLC
DECREASED
Shares19,197 from 22,308
Change-3,111 (-14%)
Value$1.5M (-$291.9K)
Filed 2026-10-21
Watershed Private Wealth LLC
DECREASED
Shares19,196 from 20,100
Change-904 (-4%)
Value$1.5M (-$114.1K)
Filed 2026-10-30
Bath Savings Trust Co
INCREASED
Shares19,191 from 17,761
Change+1,430 (+8%)
Value$1.5M (+$74.0K)
Filed 2026-10-07
AAF Wealth Management, LLC
DECREASED
Shares19,145 from 20,165
Change-1,020 (-5%)
Value$1.5M (-$123.3K)
Filed 2026-10-28
Essex LLC
DECREASED
Shares19,088 from 19,319
Change-231 (-1%)
Value$1.5M (-$59.7K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
INCREASED
Shares19,029 from 18,400
Change+629 (+3%)
Value$1.5M (+$9.8K)
Filed 2026-10-28
Redwood Family Wealth LLC
DECREASED
Shares19,027 from 19,046
Change-19 (0%)
Value$1.5M (-$42.5K)
Filed 2026-10-20
Gainline Financial Partners, LLC
DECREASED
Shares18,917 from 20,620
Change-1,703 (-8%)
Value$1.5M (-$177.9K)
Filed 2026-10-15
SBK Financial, Inc.
UNCHANGED
Shares18,909 from 18,909
Change0 (0%)
Value$1.5M (-$40.7K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares18,883 from 19,700
Change-817 (-4%)
Value$1.5M (-$106.4K)
Filed 2026-10-19
Asset Dedication, LLC
INCREASED
Shares18,819 from 18,756
Change+63 (+0%)
Value$1.5M (-$35.4K)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares18,751 from 11,047
Change+7,704 (+70%)
Value$1.5M (+$580.4K)
Filed 2026-10-19
Fiera Capital Corp
UNCHANGED
Shares18,716 from 18,716
Change0 (0%)
Value$1.5M (-$40.2K)
Filed 2026-11-06
Level Wealth Management LLC
UNCHANGED
Shares18,622 from 18,622
Change0 (0%)
Value$1.5M (-$40.0K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares18,455 from 17,299
Change+1,156 (+7%)
Value$1.4M (+$53.5K)
Filed 2026-11-04
Pacific Park Financial, Inc.
INCREASED
Shares18,388 from 18,150
Change+238 (+1%)
Value$1.4M (-$20.4K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares18,388 from 18,388
Change0 (0%)
Value$1.4M (-$39.5K)
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares18,277 from 17,188
Change+1,089 (+6%)
Value$1.4M (+$48.5K)
Filed 2026-10-22
Quantum Financial Partners LLC
DECREASED
Shares18,265 from 18,292
Change-27 (0%)
Value$1.4M (-$41.4K)
Filed 2026-10-19
EagleClaw Capital Managment, LLC
DECREASED
Shares18,230 from 18,260
Change-30 (0%)
Value$1.4M (-$41.6K)
Filed 2026-11-06
Granville Capital, Inc.
INCREASED
Shares18,124 from 18,093
Change+31 (+0%)
Value$1.4M (-$36.5K)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares18,028 from 20,656
Change-2,628 (-13%)
Value$1.4M (-$250.5K)
Filed 2026-10-14
Trueblood Wealth Management, LLC
INCREASED
Shares17,910 from 16,800
Change+1,110 (+7%)
Value$1.4M (+$51.0K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
INCREASED
Shares17,755 from 16,185
Change+1,570 (+10%)
Value$1.4M (+$88.3K)
Filed 2026-10-20
Grange Capital, LLC
DECREASED
Shares17,752 from 21,068
Change-3,316 (-16%)
Value$1.4M (-$305.4K)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares17,749 from 18,317
Change-568 (-3%)
Value$1.4M (-$84.0K)
Filed 2026-10-28
Revisor Wealth Management LLC
INCREASED
Shares17,656 from 17,253
Change+403 (+2%)
Value$1.4M (+$20.9K)
Filed 2026-10-20
Hourglass Capital, LLC
UNCHANGED
Shares17,640 from 17,640
Change0 (0%)
Value$1.4M (-$37.9K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares17,568 from 17,286
Change+282 (+2%)
Value$1.4M (-$15.1K)
Filed 2026-10-26
Etesian Wealth Advisors, Inc.
INCREASED
Shares17,561 from 17,440
Change+121 (+1%)
Value$1.4M (-$28.0K)
Filed 2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED
Shares17,472 from 17,472
Change0 (0%)
Value$1.4M (-$37.6K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
NEW
Shares17,444
Change+17,444
Value$1.4M
Filed 2026-11-02
Olio Financial Planning
INCREASED
Shares17,413 from 17,384
Change+29 (+0%)
Value$1.4M (-$35.1K)
Filed 2026-10-22
Summit Investment Advisory Services, LLC
INCREASED
Shares17,393 from 17,339
Change+54 (+0%)
Value$1.4M (-$33.0K)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
INCREASED
Shares17,392 from 16,958
Change+434 (+3%)
Value$1.4M (-$2.4K)
Filed 2026-10-13
First Security Investment Management, Inc.
DECREASED
Shares17,373 from 17,879
Change-506 (-3%)
Value$1.4M (-$78.1K)
Filed 2026-11-05
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares17,244 from 17,244
Change0 (0%)
Value$1.4M (-$37.1K)
Filed 2026-10-29
Southland Equity Partners LLC
DECREASED
Shares17,202 from 17,264
Change-62 (0%)
Value$1.3M (-$42.0K)
Filed 2026-10-14
Calamos Advisors LLC
UNCHANGED
Shares17,156 from 17,156
Change0 (0%)
Value$1.3M (-$36.9K)
Filed 2026-11-02
Community Trust & Investment Co
INCREASED
Shares17,062 from 15,704
Change+1,358 (+9%)
Value$1.3M (+$72.7K)
Filed 2026-10-15
Sidoxia Capital Management, LLC
INCREASED
Shares16,995 from 16,818
Change+177 (+1%)
Value$1.3M (-$22.3K)
Filed 2026-10-28
TME Financial, Inc.
INCREASED
Shares16,860 from 16,047
Change+813 (+5%)
Value$1.3M (+$29.2K)
Filed 2026-10-14
Delta Financial Advisors LLC
INCREASED
Shares16,855 from 16,482
Change+373 (+2%)
Value$1.3M (-$6.3K)
Filed 2026-10-27
Madrid Wealth Management, LLC
DECREASED
Shares16,852 from 17,492
Change-640 (-4%)
Value$1.3M (-$87.8K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares16,760 from 14,659
Change+2,101 (+14%)
Value$1.3M (+$143.7K)
Filed 2026-11-03
Hegarty Advisors, LLC
INCREASED
Shares16,714 from 14,204
Change+2,510 (+18%)
Value$1.3M (+$166.3K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares16,699 from 16,733
Change-34 (0%)
Value$1.3M (-$38.6K)
Filed 2026-10-16
High Note Wealth, LLC
DECREASED
Shares16,691 from 17,218
Change-527 (-3%)
Value$1.3M (-$78.3K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED
Shares16,626 from 20,406
Change-3,780 (-19%)
Value$1.3M (-$340.3K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
INCREASED
Shares16,577 from 16,470
Change+107 (+1%)
Value$1.3M (-$27.0K)
Filed 2026-11-05
ARK & TLK Investments, LLC
DECREASED
Shares16,495 from 17,409
Change-914 (-5%)
Value$1.3M (-$109.1K)
Filed 2026-10-20
Trust Co of Toledo NA
INCREASED
Shares16,403 from 16,178
Change+225 (+1%)
Value$1.3M (-$17.1K)
Filed 2026-10-16
Financial Planning Navigators Corp
DECREASED
Shares16,400 from 16,475
Change-75 (0%)
Value$1.3M (-$41.2K)
Filed 2026-10-14
Tabr Capital Management, LLC
INCREASED
Shares16,236 from 15,837
Change+399 (+3%)
Value$1.3M (-$2.8K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares16,164 from 8,022
Change+8,142 (+102%)
Value$1.3M (+$621.3K)
Filed 2026-11-05
Aire Advisors, LLC
INCREASED
Shares16,150 from 16,140
Change+10 (+0%)
Value$1.3M (-$33.9K)
Filed 2026-10-22
Tactive Advisors, LLC
DECREASED
Shares16,128 from 17,099
Change-971 (-6%)
Value$1.3M (-$112.9K)
Filed 2026-10-08
Clayton Financial Group LLC
INCREASED
Shares16,118 from 15,602
Change+516 (+3%)
Value$1.3M (+$6.9K)
Filed 2026-10-13
Omega Financial Group, LLC
DECREASED
Shares16,036 from 16,203
Change-167 (-1%)
Value$1.3M (-$47.9K)
Filed 2026-10-29
Wealth Architects, LLC
INCREASED
Shares16,016 from 15,908
Change+108 (+1%)
Value$1.3M (-$25.7K)
Filed 2026-11-03
Moneywise, Inc.
DECREASED
Shares15,953 from 26,411
Change-10,458 (-40%)
Value$1.3M (-$876.9K)
Filed 2026-10-30
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares15,948 from 15,948
Change0 (0%)
Value$1.3M (-$34.3K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares15,914 from 13,020
Change+2,894 (+22%)
Value$1.2M (+$198.9K)
Filed 2026-11-04
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares15,880 from 15,880
Change0 (0%)
Value$1.2M (-$34.1K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares15,874 from 15,659
Change+215 (+1%)
Value$1.2M (-$16.8K)
Filed 2026-10-29
Hiley Hunt Wealth Management
INCREASED
Shares15,774 from 15,742
Change+32 (+0%)
Value$1.2M (-$31.3K)
Filed 2026-10-08
Elm3 Financial Group, LLC
DECREASED
Shares15,738 from 15,848
Change-110 (-1%)
Value$1.2M (-$42.7K)
Filed 2026-10-07
Blossom Wealth Management
INCREASED
Shares15,703 from 15,283
Change+420 (+3%)
Value$1.2M (+$78)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares15,693 from 39,956
Change-24,263 (-61%)
Value$1.2M (-$2.0M)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares15,689 from 15,576
Change+113 (+1%)
Value$1.2M (-$24.6K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
INCREASED
Shares15,634 from 13,535
Change+2,099 (+16%)
Value$1.2M (+$135.5K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares15,571 from 12,669
Change+2,902 (+23%)
Value$1.2M (+$200.4K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares15,527 from 33,970
Change-18,443 (-54%)
Value$1.2M (-$1.5M)
Filed 2026-10-30
Wealth Management Nebraska
INCREASED
Shares15,509 from 15,113
Change+396 (+3%)
Value$1.2M (-$1.4K)
Filed 2026-10-26
Tenzing Financial LLC
INCREASED
Shares15,459 from 15,457
Change+2 (+0%)
Value$1.2M (-$12.5K)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares15,387 from 15,481
Change-94 (-1%)
Value$1.2M (-$40.7K)
Filed 2026-11-02
Mitchell Capital Management Co
INCREASED
Shares15,266 from 14,484
Change+782 (+5%)
Value$1.2M (+$30.2K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
DECREASED
Shares15,255 from 15,576
Change-321 (-2%)
Value$1.2M (-$58.7K)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares15,241 from 15,205
Change+36 (+0%)
Value$1.2M (-$29.9K)
Filed 2026-11-05
First Community Trust NA
INCREASED
Shares15,237 from 13,268
Change+1,969 (+15%)
Value$1.2M (+$125.9K)
Filed 2026-10-07
OFS Enterprise LLC
DECREASED
Shares15,234 from 15,406
Change-172 (-1%)
Value$1.2M (-$46.6K)
Filed 2026-10-16
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares15,215 from 15,340
Change-125 (-1%)
Value$1.2M (-$42.8K)
Filed 2026-10-08
Gryphon Financial Partners LLC
DECREASED
Shares15,145 from 15,934
Change-789 (-5%)
Value$1.2M (-$96.1K)
Filed 2026-11-04
Thrive Capital Management, LLC
INCREASED
Shares15,106 from 12,493
Change+2,613 (+21%)
Value$1.2M (+$178.1K)
Filed 2026-10-28
Wernau Asset Management Inc.
INCREASED
Shares15,100 from 14,981
Change+119 (+1%)
Value$1.2M (-$22.9K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
DECREASED
Shares15,047 from 17,426
Change-2,379 (-14%)
Value$1.2M (-$224.0K)
Filed 2026-10-28
Evanson Financial, LLC
INCREASED
Shares15,036 from 14,998
Change+38 (+0%)
Value$1.2M (-$29.3K)
Filed 2026-10-23
Triangle Securities Wealth Management
UNCHANGED
Shares15,016 from 15,016
Change0 (0%)
Value$1.2M (-$32.3K)
Filed 2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED
Shares15,015 from 15,015
Change0 (0%)
Value$1.2M (-$32.3K)
Filed 2026-10-29
Sachem Hill LLC
DECREASED
Shares15,002 from 16,766
Change-1,764 (-11%)
Value$1.2M (-$174.4K)
Filed 2026-10-14
Lutz Financial Services LLC
DECREASED
Shares14,996 from 15,159
Change-163 (-1%)
Value$1.2M (-$45.4K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares14,973 from 14,968
Change+5 (+0%)
Value$1.2M (-$31.8K)
Filed 2026-10-29
Great Diamond Partners, LLC
DECREASED
Shares14,889 from 15,189
Change-300 (-2%)
Value$1.2M (-$56.2K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares14,849 from 13,989
Change+860 (+6%)
Value$1.2M (+$50.4K)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
INCREASED
Shares14,600 from 13,692
Change+908 (+7%)
Value$1.1M (+$41.8K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares14,591 from 14,963
Change-372 (-2%)
Value$1.1M (-$61.3K)
Filed 2026-10-14
BCM Advisors, LLC
DECREASED
Shares14,574 from 53,733
Change-39,159 (-73%)
Value$1.2M (-$3.1M)
Filed 2026-11-03
Bluestem Financial Advisors, LLC
DECREASED
Shares14,510 from 14,633
Change-123 (-1%)
Value$1.1M (-$41.0K)
Filed 2026-10-20
Cdkv Holdings LLC
INCREASED
Shares14,500 from 13,650
Change+850 (+6%)
Value$1.1M (+$37.3K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares14,471 from 13,952
Change+519 (+4%)
Value$1.1M (+$10.7K)
Filed 2026-11-02
Novem Group
DECREASED
Shares14,421 from 19,183
Change-4,762 (-25%)
Value$1.1M (-$414.7K)
Filed 2026-10-19
Advisory Advocates, LLC
INCREASED
Shares14,405 from 11,662
Change+2,743 (+24%)
Value$1.1M (+$190.0K)
Filed 2026-11-05
Seek First Inc.
INCREASED
Shares14,388 from 14,336
Change+52 (+0%)
Value$1.1M (-$26.7K)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares14,316 from 9,470
Change+4,846 (+51%)
Value$1.1M (+$359.7K)
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares14,249 from 14,273
Change-24 (0%)
Value$1.1M (-$32.5K)
Filed 2026-11-02
Forza Wealth Management, LLC
INCREASED
Shares14,190 from 13,315
Change+875 (+7%)
Value$1.1M (+$40.0K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
INCREASED
Shares14,170 from 9,174
Change+4,996 (+54%)
Value$1.1M (+$400.1K)
Filed 2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED
Shares14,157 from 15,686
Change-1,529 (-10%)
Value$1.1M (-$153.6K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares14,142 from 8,515
Change+5,627 (+66%)
Value$1.1M (+$423.0K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares14,119 from 13,878
Change+241 (+2%)
Value$1.1M (-$11.0K)
Filed 2026-10-27
WealthBridge Capital Management, LLC
DECREASED
Shares14,117 from 14,169
Change-52 (0%)
Value$1.1M (-$34.5K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED
Shares14,072 from 14,100
Change-28 (0%)
Value$1.1M (-$32.5K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
DECREASED
Shares14,069 from 14,527
Change-458 (-3%)
Value$1.1M (-$67.1K)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
DECREASED
Shares14,039 from 14,919
Change-880 (-6%)
Value$1.1M (-$101.1K)
Filed 2026-10-15
Droms Strauss Advisors Inc
INCREASED
Shares13,973 from 13,965
Change+8 (+0%)
Value$1.1M (-$29.4K)
Filed 2026-11-03
Plan Group Financial, LLC
UNCHANGED
Shares13,904 from 13,904
Change0 (0%)
Value$1.1M (+$5.0K)
Filed 2026-10-22
MilWealth Group LLC
DECREASED
Shares13,844 from 13,947
Change-103 (-1%)
Value$1.1M (-$38.1K)
Filed 2026-11-02
Randolph Co Inc
UNCHANGED
Shares13,776 from 13,776
Change0 (0%)
Value$1.1M (-$29.6K)
Filed 2026-10-23
Longview Financial Advisors, Inc.
DECREASED
Shares13,746 from 15,177
Change-1,431 (-9%)
Value$1.1M (-$144.8K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares13,734 from 8,800
Change+4,934 (+56%)
Value$1.1M (+$368.0K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
INCREASED
Shares13,728 from 13,633
Change+95 (+1%)
Value$1.1M (-$21.9K)
Filed 2026-11-05
Kennebec Savings Bank
DECREASED
Shares13,701 from 13,940
Change-239 (-2%)
Value$1.1M (-$48.7K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares13,700 from 16,184
Change-2,484 (-15%)
Value$1.1M (-$229.6K)
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares13,677 from 8,280
Change+5,397 (+65%)
Value$1.1M (+$405.4K)
Filed 2026-10-05
Tranquility Partners, LLC
INCREASED
Shares13,614 from 13,376
Change+238 (+2%)
Value$1.1M (-$10.1K)
Filed 2026-10-20
Warwick Investment Management, Inc.
INCREASED
Shares13,610 from 13,607
Change+3 (+0%)
Value$1.1M (-$29.0K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares13,584 from 15,604
Change-2,020 (-13%)
Value$1.1M (-$192.0K)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED
Shares13,583 from 12,249
Change+1,334 (+11%)
Value$1.1M (+$78.3K)
Filed 2026-10-20
LifePlan Financial, LLC
INCREASED
Shares13,565 from 13,080
Change+485 (+4%)
Value$1.1M (+$36.8K)
Filed 2026-10-13
Kwmg, LLC
DECREASED
Shares13,556 from 13,586
Change-30 (0%)
Value$1.1M (-$31.6K)
Filed 2026-10-07
One Way Holdings LLC
INCREASED
Shares13,471 from 6,152
Change+7,319 (+119%)
Value$1.1M (+$560.7K)
Filed 2026-10-29
Collective Family Office LLC
INCREASED
Shares13,405 from 13,268
Change+137 (+1%)
Value$1.1M (-$17.8K)
Filed 2026-10-05
SC&H Financial Advisors, Inc.
UNCHANGED
Shares13,334 from 13,334
Change0 (0%)
Value$1.0M (-$28.6K)
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares13,233 from 14,617
Change-1,384 (-9%)
Value$1.0M (-$140.0K)
Filed 2026-11-04
Autumn Glory Partners, LLC
UNCHANGED
Shares13,132 from 13,132
Change0 (0%)
Value$1.0M (-$28.2K)
Filed 2026-10-26
NTV Asset Management LLC
INCREASED
Shares13,074 from 13,073
Change+1 (+0%)
Value$1.0M (-$28.0K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED
Shares13,056 from 13,021
Change+35 (+0%)
Value$1.0M (-$25.3K)
Filed 2026-11-05
Vista Investment Partners II, LLC
DECREASED
Shares13,049 from 14,443
Change-1,394 (-10%)
Value$1.0M (-$140.4K)
Filed 2026-10-15
Apex Wealth Management, LLC
INCREASED
Shares13,039 from 13,000
Change+39 (+0%)
Value$1.0M (-$24.9K)
Filed 2026-10-20
Midland Wealth Advisors, LLC
INCREASED
Shares12,994 from 12,447
Change+547 (+4%)
Value$1.0M (+$16.1K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares12,888 from 12,879
Change+9 (+0%)
Value$1.0M (-$27.0K)
Filed 2026-10-09
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares12,825 from 12,825
Change0 (0%)
Value$1.0M (-$27.6K)
Filed 2026-11-04
First Business Financial Services, Inc.
UNCHANGED
Shares12,820 from 12,820
Change0 (0%)
Value$1.0M (-$27.6K)
Filed 2026-10-29
Carmel Capital Partners, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$1.0M (-$27.5K)
Filed 2026-11-03
Cypress Capital Group
DECREASED
Shares12,794 from 13,368
Change-574 (-4%)
Value$1.0M (-$73.8K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares12,783 from 11,264
Change+1,519 (+13%)
Value$1.0M (+$94.9K)
Filed 2026-10-23
Clark Asset Management, LLC
UNCHANGED
Shares12,778 from 12,778
Change0 (0%)
Value$1.0M (-$27.4K)
Filed 2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares12,760 from 13,041
Change-281 (-2%)
Value$1.0M (-$50.0K)
Filed 2026-10-27
Geneva Partners, LLC
DECREASED
Shares12,757 from 13,026
Change-269 (-2%)
Value$1.0M (-$48.1K)
Filed 2026-10-26
Detalus Advisors, LLC
INCREASED
Shares12,716 from 12,144
Change+572 (+5%)
Value$997.2K (+$18.7K)
Filed 2026-10-15
Darden Wealth Group Inc
UNCHANGED
Shares12,712 from 12,712
Change0 (0%)
Value$996.9K (-$27.3K)
Filed 2026-11-06
National Wealth Management Group, LLC
DECREASED
Shares12,677 from 12,731
Change-54 (0%)
Value$994.1K (-$31.6K)
Filed 2026-10-26
Curbstone Financial Management Corp
UNCHANGED
Shares12,632 from 12,632
Change0 (0%)
Value$990.6K (-$27.2K)
Filed 2026-10-21
True North Advisors, LLC
INCREASED
Shares12,607 from 8,798
Change+3,809 (+43%)
Value$988.6K (+$279.7K)
Filed 2026-10-22
Ballast Rock Private Wealth LLC
INCREASED
Shares12,580 from 12,537
Change+43 (+0%)
Value$986.5K (-$23.6K)
Filed 2026-10-26
Journey Advisory Group, LLC
DECREASED
Shares12,548 from 12,558
Change-10 (0%)
Value$984.0K (-$27.8K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares12,521 from 43,391
Change-30,870 (-71%)
Value$982 (-$3.5M)
Filed 2026-10-23
Covenant Asset Management, LLC
DECREASED
Shares12,505 from 14,078
Change-1,573 (-11%)
Value$980.6K (-$153.6K)
Filed 2026-10-14
Shade Tree Advisors LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$980.3K (-$26.9K)
Filed 2026-10-22
Arcadia Investment Advisors LLC
DECREASED
Shares12,412 from 92,159
Change-79,747 (-87%)
Value$973.4K (-$6.5M)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares12,394 from 11,820
Change+574 (+5%)
Value$972.0K (+$19.7K)
Filed 2026-10-21
Sightline Wealth Advisors, LLC
INCREASED
Shares12,345 from 8,199
Change+4,146 (+51%)
Value$968.1K (+$307.4K)
Filed 2026-10-21
McGuire Investment Group, LLC
INCREASED
Shares12,322 from 12,295
Change+27 (+0%)
Value$966.3K (-$24.3K)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares12,320 from 13,063
Change-743 (-6%)
Value$966.1K (-$86.4K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares12,272 from 6,520
Change+5,752 (+88%)
Value$962.4K (+$437.1K)
Filed 2026-10-05
626 Financial, LLC
INCREASED
Shares12,263 from 11,792
Change+471 (+4%)
Value$961.6K (+$11.5K)
Filed 2026-11-04
Farnam Financial LLC
INCREASED
Shares12,254 from 12,244
Change+10 (+0%)
Value$985.2K (-$1.3K)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares12,193 from 12,333
Change-140 (-1%)
Value$956.2K (-$37.5K)
Filed 2026-10-22
Pecaut & Co.
DECREASED
Shares12,167 from 12,336
Change-169 (-1%)
Value$954.2K (-$39.7K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED
Shares12,135 from 12,265
Change-130 (-1%)
Value$951.6K (-$36.6K)
Filed 2026-10-21
Kieckhefer Group LLC
UNCHANGED
Shares12,084 from 12,084
Change0 (0%)
Value$947.6K (-$26.0K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,043 from 11,553
Change+490 (+4%)
Value$944.4K (+$13.6K)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares12,013 from 11,347
Change+666 (+6%)
Value$942.1K (+$27.9K)
Filed 2026-10-29
Nottingham Advisors, Inc.
INCREASED
Shares11,932 from 7,932
Change+4,000 (+50%)
Value$948.3K (+$314.4K)
Filed 2026-10-29
Mcdonald Partners LLC
INCREASED
Shares11,919 from 11,293
Change+626 (+6%)
Value$934.7K (+$24.8K)
Filed 2026-11-03
Wiregrass Investment Management LLC
UNCHANGED
Shares11,894 from 11,894
Change0 (0%)
Value$932.7K (-$25.6K)
Filed 2026-11-05
J2 Capital Management Inc
INCREASED
Shares11,814 from 11,670
Change+144 (+1%)
Value$926.4K (-$13.8K)
Filed 2026-10-19
Uhlmann Price Securities, LLC
NEW
Shares11,804
Change+11,804
Value$925.6K
Filed 2026-11-03
Melone Private Wealth, LLC
DECREASED
Shares11,749 from 14,524
Change-2,775 (-19%)
Value$921.4K (-$248.8K)
Filed 2026-10-16
Aufman Associates Inc
INCREASED
Shares11,663 from 11,621
Change+42 (+0%)
Value$914.6K (-$21.7K)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares11,632 from 7,632
Change+4,000 (+52%)
Value$912.2K (+$297.3K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares11,608 from 4,192
Change+7,416 (+177%)
Value$910 (-$337.1K)
Filed 2026-10-14
Tenet Wealth Partners, LLC
INCREASED
Shares11,495 from 11,220
Change+275 (+2%)
Value$901.4K (-$7.5K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares11,473 from 10,950
Change+523 (+5%)
Value$899.7K (+$17.5K)
Filed 2026-10-20
Tower Trust & Investment Co
DECREASED
Shares11,467 from 11,519
Change-52 (0%)
Value$899.2K (-$28.7K)
Filed 2026-10-28
Howard Financial Services, Ltd.
UNCHANGED
Shares11,444 from 11,444
Change0 (0%)
Value$897.4K (-$24.6K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
INCREASED
Shares11,437 from 11,134
Change+303 (+3%)
Value$896.9K (-$169)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares11,356 from 11,019
Change+337 (+3%)
Value$890.6K (+$2.8K)
Filed 2026-10-22
Monetary Solutions, Ltd
INCREASED
Shares11,336 from 9,356
Change+1,980 (+21%)
Value$889.0K (+$135.2K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
UNCHANGED
Shares11,321 from 11,321
Change0 (0%)
Value$887.8K (-$24.3K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
DECREASED
Shares11,293 from 11,687
Change-394 (-3%)
Value$885.6K (-$56.0K)
Filed 2026-11-06
Acorn Wealth Advisors, LLC
INCREASED
Shares11,280 from 8,300
Change+2,980 (+36%)
Value$884.6K (+$215.8K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares11,215 from 11,490
Change-275 (-2%)
Value$879.5K (-$46.3K)
Filed 2026-10-07
Legacy Wealth Management, LLC
NEW
Shares11,211
Change+11,211
Value$879.2K
Filed 2026-10-22
Asset Advisory Group, Inc.
DECREASED
Shares11,207 from 11,474
Change-267 (-2%)
Value$878.9K (-$45.6K)
Filed 2026-10-20
ETF Store, Inc.
DECREASED
Shares11,205 from 11,404
Change-199 (-2%)
Value$878.7K (-$40.2K)
Filed 2026-10-19
Bestgate Wealth Advisors, LLC
INCREASED
Shares11,180 from 9,580
Change+1,600 (+17%)
Value$876.7K (+$104.9K)
Filed 2026-10-13
Peterson Wealth Advisors, LLC
DECREASED
Shares11,113 from 11,277
Change-164 (-1%)
Value$871.4K (-$37.2K)
Filed 2026-10-08
Private Wealth Group, LLC
UNCHANGED
Shares11,112 from 11,112
Change0 (0%)
Value$871.4K (-$23.9K)
Filed 2026-10-19
Outbound Financial Inc
UNCHANGED
Shares10,988 from 10,988
Change0 (0%)
Value$861.7K (-$23.6K)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares10,984 from 10,604
Change+380 (+4%)
Value$861.4K (+$7.0K)
Filed 2026-10-06
Chemistry Wealth Management LLC
INCREASED
Shares10,980 from 10,974
Change+6 (+0%)
Value$861.1K (-$23.1K)
Filed 2026-10-16
Diversified Portfolios, Inc.
INCREASED
Shares10,972 from 10,937
Change+35 (+0%)
Value$860.5K (-$20.8K)
Filed 2026-11-04
Greenleaf Trust
INCREASED
Shares10,954 from 4,442
Change+6,512 (+147%)
Value$859.0K (+$501.1K)
Filed 2026-10-29
Grandfield & Dodd, LLC
INCREASED
Shares10,892 from 10,747
Change+145 (+1%)
Value$854.2K (-$11.7K)
Filed 2026-10-29
Guardian Financial Partners, LLC
INCREASED
Shares10,880 from 10,840
Change+40 (+0%)
Value$853.2K (-$20.2K)
Filed 2026-11-04
Angeles Wealth Management, LLC
DECREASED
Shares10,866 from 11,216
Change-350 (-3%)
Value$852.1K (-$51.6K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares10,776 from 10,386
Change+390 (+4%)
Value$845.1K (+$8.3K)
Filed 2026-10-26
Sloy Dahl & Holst, LLC
INCREASED
Shares10,735 from 10,721
Change+14 (+0%)
Value$841.8K (-$21.9K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
DECREASED
Shares10,723 from 10,837
Change-114 (-1%)
Value$840.9K (-$32.2K)
Filed 2026-10-29
Strategic Wealth Advisors LLC
INCREASED
Shares10,716 from 2,280
Change+8,436 (+370%)
Value$840.3K (+$839.7K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
DECREASED
Shares10,716 from 10,734
Change-18 (0%)
Value$840.3K (-$24.5K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares10,662 from 10,247
Change+415 (+4%)
Value$836.1K (+$10.5K)
Filed 2026-11-06
Livet Wealth, LLC
INCREASED
Shares10,656 from 9,305
Change+1,351 (+15%)
Value$835.6K (+$85.9K)
Filed 2026-10-27
American National Bank & Trust
INCREASED
Shares10,614 from 10,374
Change+240 (+2%)
Value$832.3K (-$3.5K)
Filed 2026-10-07
Ti-Trust, Inc
UNCHANGED
Shares10,584 from 10,584
Change0 (0%)
Value$830.0K (-$22.8K)
Filed 2026-10-21
Horst & Graben Wealth Management LLC
DECREASED
Shares10,550 from 10,728
Change-178 (-2%)
Value$827.4K (-$35.2K)
Filed 2026-11-02
Daviman Financial, LLC
INCREASED
Shares10,485 from 10,476
Change+9 (+0%)
Value$822.3K (-$21.8K)
Filed 2026-11-06
Mengis Capital Management, Inc.
INCREASED
Shares10,460 from 8,959
Change+1,501 (+17%)
Value$820.3K (+$98.4K)
Filed 2026-10-13
Root Financial Partners, LLC
DECREASED
Shares10,397 from 16,058
Change-5,661 (-35%)
Value$815.3K (-$478.4K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED
Shares10,377 from 10,786
Change-409 (-4%)
Value$813.8K (-$55.2K)
Filed 2026-10-08
Aaron Wealth Advisors LLC
DECREASED
Shares10,368 from 10,647
Change-279 (-3%)
Value$813.1K (-$44.8K)
Filed 2026-10-13
Sonata Capital Group Inc
UNCHANGED
Shares10,328 from 10,328
Change0 (0%)
Value$809.9K (-$22.2K)
Filed 2026-10-19
Willis Investment Counsel
UNCHANGED
Shares10,268 from 10,268
Change0 (0%)
Value$805.2K (-$22.1K)
Filed 2026-10-20
Park National Corp
DECREASED
Shares10,219 from 13,672
Change-3,453 (-25%)
Value$801.4K (-$300.0K)
Filed 2026-10-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares10,192 from 10,192
Change0 (0%)
Value$799.3K (-$21.9K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares10,172 from 10,172
Change0 (0%)
Value$797.7K (-$21.9K)
Filed 2026-10-26
Eagle Bay Advisors LLC
DECREASED
Shares10,151 from 10,168
Change-17 (0%)
Value$796.0K (-$23.2K)
Filed 2026-10-16
Noble Wealth Management PBC
DECREASED
Shares10,131 from 10,269
Change-138 (-1%)
Value$794.4K (-$33.0K)
Filed 2026-10-01
Annex Advisory Services, LLC
INCREASED
Shares10,108 from 9,375
Change+733 (+8%)
Value$792.6K (+$37.3K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
DECREASED
Shares10,080 from 10,638
Change-558 (-5%)
Value$791.0K (-$66.0K)
Filed 2026-10-13
Astra Wealth Partners LLC
DECREASED
Shares10,070 from 10,083
Change-13 (0%)
Value$789.7K (-$22.7K)
Filed 2026-11-06
Davidson Trust Co
INCREASED
Shares10,035 from 9,480
Change+555 (+6%)
Value$787.0K (+$23.2K)
Filed 2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares10,004 from 9,996
Change+8 (+0%)
Value$784.5K (-$20.8K)
Filed 2026-10-14
Searle & Co.
INCREASED
Shares10,000 from 8,372
Change+1,628 (+19%)
Value$784.2K (+$109.7K)
Filed 2026-11-04
Financial Security Advisor, Inc.
INCREASED
Shares9,964 from 9,813
Change+151 (+2%)
Value$781.3K (-$9.3K)
Filed 2026-11-03
SpringVest Wealth Management LLC
DECREASED
Shares9,956 from 10,644
Change-688 (-6%)
Value$780.8K (-$76.8K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares9,930 from 9,523
Change+407 (+4%)
Value$778.7K (+$11.4K)
Filed 2026-10-01
Mann Financial Group, Inc.
NEW
Shares9,875
Change+9,875
Value$774.4K
Filed 2026-10-15
Sara-Bay Financial
INCREASED
Shares9,857 from 9,318
Change+539 (+6%)
Value$773.0K (+$22.2K)
Filed 2026-10-21
Diligent Investors, LLC
UNCHANGED
Shares9,829 from 9,829
Change0 (0%)
Value$770.8K (-$21.1K)
Filed 2026-10-21
Howard Capital Management Group, LLC
UNCHANGED
Shares9,812 from 9,812
Change0 (0%)
Value$769.5K (-$21.1K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
INCREASED
Shares9,806 from 8,592
Change+1,214 (+14%)
Value$769.0K (+$76.7K)
Filed 2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED
Shares9,796 from 9,796
Change0 (0%)
Value$768.2K (-$21.1K)
Filed 2026-10-09
Plan A Wealth LLC
DECREASED
Shares9,785 from 10,303
Change-518 (-5%)
Value$767.4K (-$62.7K)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares9,781 from 9,144
Change+637 (+7%)
Value$767.0K (+$30.3K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares9,740 from 9,352
Change+388 (+4%)
Value$763.8K (+$10.3K)
Filed 2026-11-03
Financial Symmetry Inc
DECREASED
Shares9,644 from 9,721
Change-77 (-1%)
Value$756.3K (-$26.9K)
Filed 2026-10-06
Equitable Trust Co
UNCHANGED
Shares9,639 from 9,639
Change0 (0%)
Value$755.9K (-$20.7K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares9,622 from 10,052
Change-430 (-4%)
Value$754.6K (-$55.3K)
Filed 2026-10-23
LEE Danner & Bass Inc
UNCHANGED
Shares9,620 from 9,620
Change0 (0%)
Value$754.4K (-$20.7K)
Filed 2026-10-27
Fortem Financial Group, LLC
DECREASED
Shares9,558 from 9,620
Change-62 (-1%)
Value$749.5K (-$25.5K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares9,511 from 22,745
Change-13,234 (-58%)
Value$764.7K (-$1.1M)
Filed 2026-10-09
Optivise Advisory Services LLC
INCREASED
Shares9,478 from 8,974
Change+504 (+6%)
Value$743.2K (+$20.2K)
Filed 2026-10-19
Welch Group, LLC
INCREASED
Shares9,471 from 9,454
Change+17 (+0%)
Value$742.7K (-$19.0K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED
Shares9,448 from 9,036
Change+412 (+5%)
Value$259.1K (-$16.1K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares9,374
Change+9,374
Value$735.1K
Filed 2026-10-14
EdgeRock Capital LLC
INCREASED
Shares9,334 from 7,932
Change+1,402 (+18%)
Value$732.0K (+$92.9K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares9,303 from 9,269
Change+34 (+0%)
Value$729.6K (-$17.3K)
Filed 2026-11-03
First Interstate Bank
INCREASED
Shares9,261 from 9,257
Change+4 (+0%)
Value$726.2K (-$19.6K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares9,204 from 9,204
Change0 (0%)
Value$721.8K (-$19.8K)
Filed 2026-10-27
Rinkey Investments
DECREASED
Shares9,174 from 9,228
Change-54 (-1%)
Value$719.4K (-$24.1K)
Filed 2026-10-28
Beacon Capital Management, LLC
INCREASED
Shares9,168 from 9,159
Change+9 (+0%)
Value$719.0K (-$18.9K)
Filed 2026-10-23
Palisade Asset Management, LLC
UNCHANGED
Shares9,149 from 9,149
Change0 (0%)
Value$717.5K (-$19.7K)
Filed 2026-11-03
Waters Parkerson & Co., LLC
INCREASED
Shares9,137 from 6,387
Change+2,750 (+43%)
Value$716.5K (+$201.9K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares9,122 from 9,114
Change+8 (+0%)
Value$715.3K (-$19.0K)
Filed 2026-10-27
Accel Wealth Management
INCREASED
Shares9,080 from 8,164
Change+916 (+11%)
Value$712.1K (+$54.3K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares9,028 from 3,747
Change+5,281 (+141%)
Value$708.0K (+$406.1K)
Filed 2026-10-20
Nolet Wealth Management, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$705.8K (-$19.4K)
Filed 2026-10-15
Armstrong Henry H Associates Inc
UNCHANGED
Shares8,992 from 8,992
Change0 (0%)
Value$705.2K (-$19.3K)
Filed 2026-10-07
Gateway Investment Advisers LLC
DECREASED
Shares8,989 from 10,377
Change-1,388 (-13%)
Value$704.9K (-$131.2K)
Filed 2026-10-13
Park Edge Advisors, LLC
INCREASED
Shares8,985 from 8,981
Change+4 (+0%)
Value$704.6K (-$19.0K)
Filed 2026-10-28
Private Advisory Group LLC
DECREASED
Shares8,965 from 8,968
Change-3 (0%)
Value$703.0K (-$19.5K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
NEW
Shares8,958
Change+8,958
Value$702.5K
Filed 2026-10-13
Busey Bank
INCREASED
Shares8,924 from 8,912
Change+12 (+0%)
Value$699.8K (-$18.2K)
Filed 2026-10-26
First Bank & Trust
INCREASED
Shares8,923 from 7,484
Change+1,439 (+19%)
Value$699.7K (+$96.8K)
Filed 2026-10-19
Shrier Wealth Management, LLC
INCREASED
Shares8,863 from 8,859
Change+4 (+0%)
Value$695.1K (-$18.7K)
Filed 2026-10-20
Paulson Wealth Management Inc.
DECREASED
Shares8,849 from 8,851
Change-2 (0%)
Value$693.9K (-$19.2K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
INCREASED
Shares8,837 from 8,600
Change+237 (+3%)
Value$693.0K (+$96)
Filed 2026-11-06
Harmony Asset Management LLC
INCREASED
Shares8,780 from 7,689
Change+1,091 (+14%)
Value$688.5K (+$69.0K)
Filed 2026-10-20
Values Added Financial LLC
DECREASED
Shares8,712 from 8,724
Change-12 (0%)
Value$683.2K (-$19.7K)
Filed 2026-10-28
Human Investing LLC
INCREASED
Shares8,644 from 8,604
Change+40 (+0%)
Value$677.8K (-$15.4K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares8,641 from 8,760
Change-119 (-1%)
Value$677.6K (-$28.2K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares8,617 from 6,719
Change+1,898 (+28%)
Value$675.8K (+$134.5K)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares8,616 from 8,789
Change-173 (-2%)
Value$697.2K (-$13.9K)
Filed 2026-10-13
One Day In July LLC
INCREASED
Shares8,615 from 8,558
Change+57 (+1%)
Value$675.6K (-$13.9K)
Filed 2026-10-30
Addison Advisors LLC
DECREASED
Shares8,608 from 8,668
Change-60 (-1%)
Value$675.0K (-$23.3K)
Filed 2026-11-06
Buttonwood Financial Advisors Inc.
DECREASED
Shares8,580 from 8,684
Change-104 (-1%)
Value$672.8K (-$26.9K)
Filed 2026-10-13
Chicago Capital, LLC
INCREASED
Shares8,563 from 6,692
Change+1,871 (+28%)
Value$671.5K (+$132.3K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares8,561 from 8,358
Change+203 (+2%)
Value$671.4K (-$2.0K)
Filed 2026-10-21
Beacon Bank & Trust
UNCHANGED
Shares8,560 from 8,560
Change0 (0%)
Value$671.3K (-$18.4K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares8,553 from 8,183
Change+370 (+5%)
Value$670.7K (+$11.4K)
Filed 2026-10-13
Unique Wealth, LLC
DECREASED
Shares8,549 from 8,624
Change-75 (-1%)
Value$670.4K (-$24.4K)
Filed 2026-10-16
Park Capital Management, LLC / WI
INCREASED
Shares8,545 from 8,296
Change+249 (+3%)
Value$670.1K (+$1.7K)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares8,544 from 8,541
Change+3 (+0%)
Value$670.0K (-$18.1K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares8,543 from 5,858
Change+2,685 (+46%)
Value$670.0K (+$197.9K)
Filed 2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED
Shares8,491 from 8,491
Change0 (0%)
Value$665.9K (-$18.1K)
Filed 2026-10-20
StrongBox Wealth, LLC
DECREASED
Shares8,490 from 8,512
Change-22 (0%)
Value$665.8K (-$20.0K)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares8,465 from 8,422
Change+43 (+1%)
Value$663.8K (-$17.6K)
Filed 2026-10-19
NorthLanding Financial Partners, LLC
DECREASED
Shares8,434 from 8,454
Change-20 (0%)
Value$661.4K (-$19.7K)
Filed 2026-10-15
71 West Capital Partners
DECREASED
Shares8,420 from 8,556
Change-136 (-2%)
Value$660.3K (-$29.1K)
Filed 2026-11-04
Luminvest Wealth Management LLC
DECREASED
Shares8,405 from 8,633
Change-228 (-3%)
Value$659.2K (-$36.4K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares8,394 from 8,375
Change+19 (+0%)
Value$658.2K (-$16.5K)
Filed 2026-10-14
Baron Wealth Management LLC
UNCHANGED
Shares8,387 from 8,387
Change0 (0%)
Value$657.7K (-$18.0K)
Filed 2026-10-27
Selective Wealth Management, Inc.
DECREASED
Shares8,359 from 8,563
Change-204 (-2%)
Value$676.1K (-$11.0K)
Filed 2026-10-16
Unified Investment Management
UNCHANGED
Shares8,324 from 8,324
Change0 (0%)
Value$652.8K (-$17.9K)
Filed 2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares8,302 from 10,661
Change-2,359 (-22%)
Value$651.0K (-$208.0K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares8,254 from 8,482
Change-228 (-3%)
Value$647.3K (-$36.1K)
Filed 2026-11-03
Winthrop Capital Management, LLC
UNCHANGED
Shares8,252 from 8,252
Change0 (0%)
Value$647.1K (-$17.9K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares8,217 from 8,381
Change-164 (-2%)
Value$644.4K (-$30.9K)
Filed 2026-11-02
Trust Point Inc.
DECREASED
Shares8,176 from 8,284
Change-108 (-1%)
Value$641.2K (-$26.3K)
Filed 2026-10-27
Atala Financial Inc
UNCHANGED
Shares8,136 from 8,136
Change0 (0%)
Value$638.0K (-$17.5K)
Filed 2026-10-22
Deutsche Bank Ag\
UNCHANGED
Shares8,136 from 8,136
Change0 (0%)
Value$638.0K (-$17.5K)
Filed 2026-11-06
CPC Advisors, LLC
INCREASED
Shares8,121 from 3,288
Change+4,833 (+147%)
Value$636.8K (+$371.9K)
Filed 2026-10-21
Financial Partners Group, Inc
INCREASED
Shares8,064 from 7,108
Change+956 (+13%)
Value$632.4K (+$59.7K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares8,062 from 8,062
Change0 (0%)
Value$632.2K (-$17.3K)
Filed 2026-10-15
HBK Sorce Advisory LLC
INCREASED
Shares8,043 from 6,484
Change+1,559 (+24%)
Value$639.4K (+$104.0K)
Filed 2026-11-06
Marotta Asset Management
INCREASED
Shares8,004 from 7,972
Change+32 (+0%)
Value$627.7K (-$13.3K)
Filed 2026-10-02
Eastern Bank
DECREASED
Shares7,958 from 11,086
Change-3,128 (-28%)
Value$624.1K (-$269.1K)
Filed 2026-10-05
Stone House Investment Management, LLC
INCREASED
Shares7,950 from 7,921
Change+29 (+0%)
Value$623.4K (-$14.7K)
Filed 2026-10-23
Uniting Wealth Partners, LLC
INCREASED
Shares7,926 from 3,008
Change+4,918 (+164%)
Value$621.6K (+$379.2K)
Filed 2026-11-06
Washington Trust Advisors, Inc.
INCREASED
Shares7,895 from 7,316
Change+579 (+8%)
Value$619.1K (+$29.6K)
Filed 2026-10-22
JHP Wealth Management, LLC
INCREASED
Shares7,884 from 7,239
Change+645 (+9%)
Value$618.3K (+$35.1K)
Filed 2026-11-06
Inman Jager Wealth Management, LLC
DECREASED
Shares7,849 from 8,168
Change-319 (-4%)
Value$615.5K (-$42.6K)
Filed 2026-11-05
Sage Financial Management Group, Inc.
INCREASED
Shares7,845 from 5,652
Change+2,193 (+39%)
Value$615.3K (+$159.9K)
Filed 2026-11-06
Smith Salley Wealth Management
INCREASED
Shares7,832 from 5,629
Change+2,203 (+39%)
Value$614.1K (+$160.6K)
Filed 2026-11-03
ETF Portfolio Partners, Inc.
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$611.7K (-$16.8K)
Filed 2026-10-22
CGN Advisors LLC
INCREASED
Shares7,770 from 7,685
Change+85 (+1%)
Value$609.3K (-$9.9K)
Filed 2026-10-21
Fjell Capital, LLC
DECREASED
Shares7,749 from 59,524
Change-51,775 (-87%)
Value$607.7K (-$4.2M)
Filed 2026-10-13
Cove Private Wealth, LLC
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$603.8K (-$16.6K)
Filed 2026-10-28
Kennicott Capital Management LLC
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$603.8K (-$16.6K)
Filed 2026-10-16
Winebrenner Capital Management LLC
INCREASED
Shares7,697 from 7,689
Change+8 (+0%)
Value$603.6K (-$15.9K)
Filed 2026-10-07
Heirloom Wealth Management
INCREASED
Shares7,680 from 7,004
Change+676 (+10%)
Value$602.3K (+$38.0K)
Filed 2026-10-14
J. Team Financial, Inc.
INCREASED
Shares7,646 from 7,439
Change+207 (+3%)
Value$599.6K (+$179)
Filed 2026-11-03
Advisory Solutions Group, LLC
NEW
Shares7,603
Change+7,603
Value$596.2K
Filed 2026-10-14
GuidedMoney, LLC
UNCHANGED
Shares7,596 from 7,596
Change0 (0%)
Value$595.7K (-$16.3K)
Filed 2026-10-29
Hoese & Co LLP
DECREASED
Shares7,510 from 7,560
Change-50 (-1%)
Value$588.9K (-$20.1K)
Filed 2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares7,461 from 7,542
Change-81 (-1%)
Value$585.1K (-$22.6K)
Filed 2026-10-29
Thayer Partners, LLC / MA
DECREASED
Shares7,438 from 8,421
Change-983 (-12%)
Value$583.3K (-$95.1K)
Filed 2026-11-06
Old Peak Finance LLC
INCREASED
Shares7,438 from 7,437
Change+1 (+0%)
Value$583.3K (-$15.9K)
Filed 2026-11-02
Investment Planning Advisors, Inc.
INCREASED
Shares7,402 from 7,385
Change+17 (+0%)
Value$580.4K (-$14.5K)
Filed 2026-10-14
Ariadne Wealth Management, LP
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$580.3K (-$15.9K)
Filed 2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED
Shares7,393 from 5,976
Change+1,417 (+24%)
Value$579.8K (+$98.3K)
Filed 2026-10-19
Burkett Financial Services, LLC
INCREASED
Shares7,391 from 7,364
Change+27 (+0%)
Value$579.6K (-$13.7K)
Filed 2026-10-01
Bfsg, LLC
DECREASED
Shares7,378 from 7,398
Change-20 (0%)
Value$578.6K (-$17.5K)
Filed 2026-10-30
Sentinel Advisory Group, LLC
DECREASED
Shares7,368 from 7,397
Change-29 (0%)
Value$577.8K (-$18.2K)
Filed 2026-10-20
Marion Wealth Management
UNCHANGED
Shares7,348 from 7,348
Change0 (0%)
Value$576.2K (-$15.8K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares7,334 from 6,881
Change+453 (+7%)
Value$575.1K (+$20.7K)
Filed 2026-10-20
TFB Advisors LLC
DECREASED
Shares7,308 from 7,964
Change-656 (-8%)
Value$573.1K (-$68.6K)
Filed 2026-11-02
Fishman JAY A LTD
DECREASED
Shares7,308 from 7,708
Change-400 (-5%)
Value$573.1K (-$47.9K)
Filed 2026-10-26
Howard Wealth Management, LLC
DECREASED
Shares7,304 from 7,317
Change-13 (0%)
Value$572.8K (-$16.8K)
Filed 2026-10-28
Live Oak Private Wealth LLC
UNCHANGED
Shares7,216 from 7,216
Change0 (0%)
Value$565.9K (-$15.5K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED
Shares7,214 from 7,260
Change-46 (-1%)
Value$565.7K (-$19.2K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares7,154 from 5,745
Change+1,409 (+25%)
Value$561.0K (+$98.1K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares7,120 from 7,246
Change-126 (-2%)
Value$558.3K (-$25.4K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares7,068 from 7,024
Change+44 (+1%)
Value$554 (-$565.4K)
Filed 2026-10-30
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares7,049 from 10,961
Change-3,912 (-36%)
Value$552.8K (-$330.4K)
Filed 2026-10-16
AM Investment Strategies LLC
UNCHANGED
Shares7,044 from 7,044
Change0 (0%)
Value$552 (-$16)
Filed 2026-11-05
True Private Wealth Advisors
DECREASED
Shares7,036 from 7,248
Change-212 (-3%)
Value$551.8K (-$32.2K)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares6,999 from 6,999
Change0 (0%)
Value$548.9K (-$15.0K)
Filed 2026-10-19
Verum Partners LLC
DECREASED
Shares6,959 from 6,980
Change-21 (0%)
Value$545.7K (-$16.7K)
Filed 2026-10-21
Thrive Wealth Management, LLC
INCREASED
Shares6,950 from 6,782
Change+168 (+2%)
Value$545.0K (-$1.4K)
Filed 2026-10-13
E6 Portfolios, LLC
DECREASED
Shares6,916 from 7,229
Change-313 (-4%)
Value$542.3K (-$40.2K)
Filed 2026-10-26
Private Management Group Inc
INCREASED
Shares6,913 from 6,901
Change+12 (+0%)
Value$542.1K (-$13.9K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares6,898 from 5,075
Change+1,823 (+36%)
Value$541.0K (+$132.1K)
Filed 2026-10-20
Hardin Capital Partners, LLC
INCREASED
Shares6,898 from 6,886
Change+12 (+0%)
Value$541.0K (-$14.5K)
Filed 2026-10-09
Traynor Capital Management, Inc.
DECREASED
Shares6,882 from 7,649
Change-767 (-10%)
Value$539.7K (-$76.6K)
Filed 2026-10-29
Clearwave Capital, LLC
INCREASED
Shares6,882 from 6,859
Change+23 (+0%)
Value$539.7K (-$12.9K)
Filed 2026-10-27
R. W. Roge & Company, Inc.
UNCHANGED
Shares6,880 from 6,880
Change0 (0%)
Value$540 (-$553.5K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares6,871 from 6,640
Change+231 (+3%)
Value$538.9K (+$3.8K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
DECREASED
Shares6,859 from 7,016
Change-157 (-2%)
Value$537.9K (-$27.4K)
Filed 2026-10-23
Accretive Wealth Partners, LLC
UNCHANGED
Shares6,848 from 6,848
Change0 (0%)
Value$537.0K (-$14.7K)
Filed 2026-11-06
Gallagher Capital Advisors, LLC
INCREASED
Shares6,841 from 6,816
Change+25 (+0%)
Value$536.4K (-$12.7K)
Filed 2026-10-09
Asempa Wealth Advisors
INCREASED
Shares6,831 from 6,830
Change+1 (+0%)
Value$540.6K (-$9.7K)
Filed 2026-10-07
Sterling Financial Planning, Inc.
DECREASED
Shares6,820 from 7,490
Change-670 (-9%)
Value$534.9K (-$68.6K)
Filed 2026-10-28
Hardy Reed LLC
DECREASED
Shares6,800 from 6,819
Change-19 (0%)
Value$533.3K (-$16.2K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$533.3K (-$14.6K)
Filed 2026-10-01
Retiremitten Financial LLC
INCREASED
Shares6,748 from 5,265
Change+1,483 (+28%)
Value$550.5K (+$126.2K)
Filed 2026-11-05
Junk Investment Group, LLC
INCREASED
Shares6,726 from 5,317
Change+1,409 (+27%)
Value$527.4K (+$99.0K)
Filed 2026-10-19
TFC Financial Management, Inc.
INCREASED
Shares6,707 from 6,697
Change+10 (+0%)
Value$525.9K (-$13.7K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
DECREASED
Shares6,682 from 6,838
Change-156 (-2%)
Value$524.0K (-$26.9K)
Filed 2026-10-15
Naples Global Advisors, LLC
DECREASED
Shares6,675 from 6,692
Change-17 (0%)
Value$523.5K (-$15.7K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
UNCHANGED
Shares6,644 from 6,644
Change0 (0%)
Value$521.0K (-$14.3K)
Filed 2026-10-19
Jefferson Bridge Capital, LLC
INCREASED
Shares6,539 from 6,508
Change+31 (+0%)
Value$512.8K (-$11.6K)
Filed 2026-11-06
Arwa LLC
INCREASED
Shares6,525 from 6,506
Change+19 (+0%)
Value$528.6K (+$4.2K)
Filed 2026-10-21
Washington Growth Strategies LLC
UNCHANGED
Shares6,516 from 6,516
Change0 (0%)
Value$511.0K (-$14.0K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares6,514 from 6,374
Change+140 (+2%)
Value$511.7K (-$1.9K)
Filed 2026-11-02
Gainplan LLC
DECREASED
Shares6,490 from 6,496
Change-6 (0%)
Value$509.0K (-$14.4K)
Filed 2026-10-09
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares6,453
Change+6,453
Value$506
Filed 2026-10-26
RVW Wealth, LLC
DECREASED
Shares6,442 from 6,487
Change-45 (-1%)
Value$505.2K (-$17.5K)
Filed 2026-10-06
American Institute for Advanced Investment Management, LLP
DECREASED
Shares6,440 from 7,840
Change-1,400 (-18%)
Value$505.0K (-$126.6K)
Filed 2026-11-03
Myecfo, LLC
UNCHANGED
Shares6,440 from 6,440
Change0 (0%)
Value$505.0K (-$13.8K)
Filed 2026-10-14
Independent Wealth Advisors LLC
INCREASED
Shares6,392 from 6,103
Change+289 (+5%)
Value$501.2K (+$9.5K)
Filed 2026-10-27
Grantvest Financial Group LLC
DECREASED
Shares6,371 from 6,430
Change-59 (-1%)
Value$499.6K (-$18.4K)
Filed 2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED
Shares6,352 from 4,728
Change+1,624 (+34%)
Value$498.1K (+$117.2K)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares6,346 from 5,609
Change+737 (+13%)
Value$497.7K (+$45.7K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
DECREASED
Shares6,345 from 6,630
Change-285 (-4%)
Value$497.6K (-$36.6K)
Filed 2026-10-20
Gouws Capital LLC
INCREASED
Shares6,296 from 6,164
Change+132 (+2%)
Value$493.7K (-$2.9K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
INCREASED
Shares6,285 from 6,113
Change+172 (+3%)
Value$492.9K (+$398)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares6,284 from 6,284
Change0 (0%)
Value$492.8K (-$13.5K)
Filed 2026-10-19
Miller Financial Services LLC
INCREASED
Shares6,280 from 6,255
Change+25 (+0%)
Value$492.5K (-$11.5K)
Filed 2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED
Shares6,248 from 6,228
Change+20 (+0%)
Value$490.0K (-$11.9K)
Filed 2026-10-09
FCG Investment Co
INCREASED
Shares6,239 from 6,096
Change+143 (+2%)
Value$489.3K (-$1.9K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares6,226 from 6,231
Change-5 (0%)
Value$488.3K (-$13.7K)
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares6,211 from 6,072
Change+139 (+2%)
Value$487.1K (-$2.2K)
Filed 2026-10-30
LMG Wealth Partners, LLC
UNCHANGED
Shares6,208 from 6,208
Change0 (0%)
Value$486.8K (-$13.3K)
Filed 2026-11-05
Retirement Financial Solutions, LLC
DECREASED
Shares6,207 from 6,614
Change-407 (-6%)
Value$486.8K (-$46.1K)
Filed 2026-10-20
Opus Capital Group, LLC
INCREASED
Shares6,204 from 6,203
Change+1 (+0%)
Value$487 (-$499.5K)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
INCREASED
Shares6,157 from 5,252
Change+905 (+17%)
Value$506.4K (+$83.2K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares6,138 from 6,160
Change-22 (0%)
Value$481.3K (-$15.0K)
Filed 2026-10-30
Sigma Investment Counselors Inc
DECREASED
Shares6,136 from 6,475
Change-339 (-5%)
Value$481.2K (-$40.5K)
Filed 2026-10-27
Patten & Patten Inc
UNCHANGED
Shares6,128 from 6,128
Change0 (0%)
Value$480.6K (-$13.2K)
Filed 2026-10-26
Capital City Trust Co
UNCHANGED
Shares6,117 from 6,117
Change0 (0%)
Value$479.7K (-$13.2K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
INCREASED
Shares6,080 from 4,780
Change+1,300 (+27%)
Value$476.8K (+$91.7K)
Filed 2026-10-08
Fulcrum Wealth Advisors, LLC
DECREASED
Shares6,080 from 6,174
Change-94 (-2%)
Value$476.8K (-$20.6K)
Filed 2026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED
Shares6,080 from 6,080
Change0 (0%)
Value$476.8K (-$13.1K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares6,063 from 5,924
Change+139 (+2%)
Value$475.5K (-$1.8K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares6,040
Change+6,040
Value$473.7K
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares5,999 from 6,877
Change-878 (-13%)
Value$475.2K (-$78.1K)
Filed 2026-10-16
Mlp3, LLC
UNCHANGED
Shares5,980 from 5,980
Change0 (0%)
Value$469.0K (-$12.9K)
Filed 2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED
Shares5,944 from 5,944
Change0 (0%)
Value$466 (-$13)
Filed 2026-10-13
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares5,936 from 5,936
Change0 (0%)
Value$465.5K (-$12.8K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares5,930
Change+5,930
Value$465.0K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,930 from 5,915
Change+15 (+0%)
Value$465.0K (-$11.5K)
Filed 2026-10-14
Northern Lights Advisors, Inc.
UNCHANGED
Shares5,896 from 5,896
Change0 (0%)
Value$462.4K (-$12.7K)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares5,894 from 5,893
Change+1 (+0%)
Value$462.2K (-$12.6K)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares5,878 from 5,885
Change-7 (0%)
Value$461.0K (-$13.2K)
Filed 2026-11-02
Hibernia Wealth Partners, LLC
INCREASED
Shares5,868 from 5,102
Change+766 (+15%)
Value$460.2K (+$49.2K)
Filed 2026-10-29
Bensler, LLC
DECREASED
Shares5,822 from 5,829
Change-7 (0%)
Value$456.5K (-$13.1K)
Filed 2026-11-05
Orgel Wealth Management, LLC
DECREASED
Shares5,812 from 5,856
Change-44 (-1%)
Value$455.8K (-$16.0K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares5,807 from 5,807
Change0 (0%)
Value$455.4K (-$12.5K)
Filed 2026-10-26
RAM Investment Partners, LLC
INCREASED
Shares5,793 from 5,779
Change+14 (+0%)
Value$454.3K (-$11.3K)
Filed 2026-10-21
Clearstead Trust, LLC
DECREASED
Shares5,786 from 5,897
Change-111 (-2%)
Value$453.7K (-$21.4K)
Filed 2026-11-06
Pacific Sage Partners, LLC
INCREASED
Shares5,758 from 5,751
Change+7 (+0%)
Value$451.5K (-$11.8K)
Filed 2026-10-21
Camden National Bank
DECREASED
Shares5,740 from 5,743
Change-3 (0%)
Value$450.1K (-$12.6K)
Filed 2026-11-02
Wells Financial Advisors Inc
UNCHANGED
Shares5,732 from 5,732
Change0 (0%)
Value$449.5K (-$12.3K)
Filed 2026-11-02
Falcon Wealth Planning
INCREASED
Shares5,718 from 5,318
Change+400 (+8%)
Value$448.4K (+$19.9K)
Filed 2026-11-06
Allodium Investment Consultants, LLC
DECREASED
Shares5,688 from 5,799
Change-111 (-2%)
Value$446.0K (-$21.2K)
Filed 2026-10-14
180 Wealth Advisors, LLC
UNCHANGED
Shares5,675 from 5,675
Change0 (0%)
Value$445.0K (-$12.2K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares5,670 from 5,656
Change+14 (+0%)
Value$444.7K (-$11.0K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares5,660 from 4,913
Change+747 (+15%)
Value$443.9K (+$48.0K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
DECREASED
Shares5,647 from 6,337
Change-690 (-11%)
Value$442.8K (-$67.6K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares5,647 from 4,979
Change+668 (+13%)
Value$442.9K (+$41.7K)
Filed 2026-11-05
Tower View Wealth Management LLC
DECREASED
Shares5,634 from 5,655
Change-21 (0%)
Value$441.8K (-$13.8K)
Filed 2026-10-23
Hengehold Capital Management LLC
INCREASED
Shares5,631 from 3,620
Change+2,011 (+56%)
Value$441.6K (+$149.9K)
Filed 2026-10-16
M.E. Allison & Co., Inc.
UNCHANGED
Shares5,568 from 5,568
Change0 (0%)
Value$436.6K (-$12.0K)
Filed 2026-10-09
Triad Wealth Partners, LLC
DECREASED
Shares5,566 from 9,339
Change-3,773 (-40%)
Value$436.5K (-$327.2K)
Filed 2026-10-26
Briggs Wealth Management, Inc
DECREASED
Shares5,557 from 9,617
Change-4,060 (-42%)
Value$435.8K (-$339.0K)
Filed 2026-10-26
Radnor Capital Management, LLC
UNCHANGED
Shares5,552 from 5,552
Change0 (0%)
Value$435.4K (-$11.9K)
Filed 2026-10-23
6th Street Advisors, LLC
UNCHANGED
Shares5,540 from 5,540
Change0 (0%)
Value$434.4K (-$11.9K)
Filed 2026-10-14
Granite FO LLC
UNCHANGED
Shares5,540 from 5,540
Change0 (0%)
Value$434.4K (-$11.9K)
Filed 2026-10-14
McCollum Christoferson Group LLC
DECREASED
Shares5,536 from 5,538
Change-2 (0%)
Value$434.1K (-$12.1K)
Filed 2026-10-13
United Community Bank
UNCHANGED
Shares5,528 from 5,528
Change0 (0%)
Value$433.5K (-$11.9K)
Filed 2026-10-28
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares5,524 from 5,524
Change0 (0%)
Value$433.2K (-$11.9K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares5,514 from 5,339
Change+175 (+3%)
Value$432.4K (+$2.2K)
Filed 2026-10-15
Opus Financial Solutions LLC
DECREASED
Shares5,511 from 5,740
Change-229 (-4%)
Value$432.2K (-$30.3K)
Filed 2026-11-06
Focused Wealth Management, Inc
INCREASED
Shares5,493 from 5,491
Change+2 (+0%)
Value$430.7K (-$11.7K)
Filed 2026-10-30
LifeGuide Financial Advisors, LLC
UNCHANGED
Shares5,456 from 5,456
Change0 (0%)
Value$427.9K (-$11.7K)
Filed 2026-10-20
David J Yvars Group
INCREASED
Shares5,438 from 5,437
Change+1 (+0%)
Value$426.5K (-$11.6K)
Filed 2026-10-09
Grove Street Fiduciary, LLC
UNCHANGED
Shares5,432 from 5,432
Change0 (0%)
Value$426.0K (-$11.7K)
Filed 2026-10-13
Code Waechter LLC
DECREASED
Shares5,429 from 5,480
Change-51 (-1%)
Value$425.7K (-$15.8K)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
DECREASED
Shares5,408 from 6,009
Change-601 (-10%)
Value$424.1K (-$60.0K)
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares5,364
Change+5,364
Value$420.6K
Filed 2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,359 from 4,316
Change+1,043 (+24%)
Value$420.3K (+$72.5K)
Filed 2026-11-05
L.K. Benson & Company, P.C.
DECREASED
Shares5,345 from 5,406
Change-61 (-1%)
Value$419.2K (-$16.4K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED
Shares5,344 from 5,344
Change0 (0%)
Value$419.1K (-$11.5K)
Filed 2026-10-09
NBH Bank
DECREASED
Shares5,342 from 5,732
Change-390 (-7%)
Value$418.9K (-$42.9K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,297 from 2,739
Change+2,558 (+93%)
Value$418 (-$100.7K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares5,281 from 4,943
Change+338 (+7%)
Value$414.1K (+$15.9K)
Filed 2026-11-05
Blue Water Asset Management
INCREASED
Shares5,206 from 5,193
Change+13 (+0%)
Value$408.3K (-$10.1K)
Filed 2026-11-04
Trace Wealth Advisors, LLC
UNCHANGED
Shares5,196 from 5,196
Change0 (0%)
Value$407.5K (-$11.2K)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,191 from 5,206
Change-15 (0%)
Value$407.1K (-$12.4K)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares5,188 from 5,188
Change0 (0%)
Value$406.8K (-$11.2K)
Filed 2026-10-23
Evolution Advisers, Inc.
DECREASED
Shares5,175 from 5,304
Change-129 (-2%)
Value$414.4K (-$12.6K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
INCREASED
Shares5,160 from 5,081
Change+79 (+2%)
Value$404.6K (-$4.7K)
Filed 2026-10-09
Capstone Wealth Management Group, Inc.
INCREASED
Shares5,158 from 5,155
Change+3 (+0%)
Value$404.5K (-$10.8K)
Filed 2026-10-19
Avaii Wealth Management, LLC
DECREASED
Shares5,157 from 5,257
Change-100 (-2%)
Value$410.5K (-$13.1K)
Filed 2026-10-09
Columbia Bank
INCREASED
Shares5,156 from 4,810
Change+346 (+7%)
Value$404.3K (+$16.8K)
Filed 2026-10-29
SkyOak Wealth, LLC
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$404.3K (-$11.1K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares5,088 from 4,130
Change+958 (+23%)
Value$412.8K (+$80.0K)
Filed 2026-10-13
Cathy Pareto & Associates, Inc
INCREASED
Shares5,052 from 4,735
Change+317 (+7%)
Value$396.2K (+$14.7K)
Filed 2026-10-15
Forbes J M & Co LLP
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$396.2K (-$10.9K)
Filed 2026-10-16
Ipsen Advisor Group LLC
INCREASED
Shares5,029 from 5,018
Change+11 (+0%)
Value$394.4K (-$9.9K)
Filed 2026-10-29
Essential Partners LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$393.7K (-$10.8K)
Filed 2026-10-14
Gimbal Financial
UNCHANGED
Shares5,008 from 5,008
Change0 (0%)
Value$392.7K (-$10.8K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,004 from 5,292
Change-288 (-5%)
Value$392.4K (-$34.0K)
Filed 2026-10-07
Old Mission Investment Co LLC
DECREASED
Shares5,001 from 5,721
Change-720 (-13%)
Value$392.2K (-$68.8K)
Filed 2026-10-22
WealthCare Investment Partners, LLC
INCREASED
Shares4,986 from 4,970
Change+16 (+0%)
Value$391.0K (-$9.4K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares4,986 from 4,985
Change+1 (+0%)
Value$391.0K (-$10.6K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares4,976 from 4,976
Change0 (0%)
Value$390.2K (-$10.7K)
Filed 2026-10-05
Global Strategic Investment Solutions, LLC
INCREASED
Shares4,956 from 4,953
Change+3 (+0%)
Value$388.6K (-$10.4K)
Filed 2026-10-16
Aviance Capital Partners, LLC
UNCHANGED
Shares4,956 from 4,956
Change0 (0%)
Value$388.7K (-$10.7K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
INCREASED
Shares4,913 from 4,897
Change+16 (+0%)
Value$385.3K (-$9.3K)
Filed 2026-10-22
Northside Capital Management, LLC
INCREASED
Shares4,902 from 4,144
Change+758 (+18%)
Value$384.5K (+$50.6K)
Filed 2026-10-13
Capital Investment Counsel, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$384.3K (-$10.5K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares4,895 from 3,962
Change+933 (+24%)
Value$396.6K (+$75.9K)
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares4,866 from 5,171
Change-305 (-6%)
Value$381.6K (-$35.0K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares4,860 from 3,804
Change+1,056 (+28%)
Value$389.5K (+$83.0K)
Filed 2026-10-20
Valley Brook Capital Group, Inc.
INCREASED
Shares4,845 from 4,690
Change+155 (+3%)
Value$379.9K (+$2.1K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares4,843 from 4,456
Change+387 (+9%)
Value$379.8K (+$20.8K)
Filed 2026-10-29
Guardian Wealth Advisors, LLC
UNCHANGED
Shares4,837 from 4,837
Change0 (0%)
Value$393.9K (+$4.3K)
Filed 2026-10-30
Amicus Financial Advisors, LLC
DECREASED
Shares4,832 from 5,312
Change-480 (-9%)
Value$378.9K (-$49.1K)
Filed 2026-11-03
Shepherd Financial Partners LLC
DECREASED
Shares4,825 from 5,512
Change-687 (-12%)
Value$378.4K (-$65.7K)
Filed 2026-11-03
GW Henssler & Associates LTD
NEW
Shares4,817
Change+4,817
Value$377.7K
Filed 2026-10-26
Convergence Financial, LLC
DECREASED
Shares4,804 from 6,726
Change-1,922 (-29%)
Value$376.8K (-$165.2K)
Filed 2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$388.5K (+$2.1K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares4,793 from 12,620
Change-7,827 (-62%)
Value$375.8K (-$640.9K)
Filed 2026-10-14
Cambridge Capital Management, LLC
DECREASED
Shares4,776 from 4,785
Change-9 (0%)
Value$374.6K (-$11.0K)
Filed 2026-10-19
Prosperity Advisers, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$373.3K (-$10.2K)
Filed 2026-10-28
Private Wealth Partners, LLC
UNCHANGED
Shares4,752 from 4,752
Change0 (0%)
Value$372.7K (-$10.2K)
Filed 2026-10-22
Shira Ridge Wealth Management
UNCHANGED
Shares4,751 from 4,751
Change0 (0%)
Value$372.6K (-$10.2K)
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares4,717 from 3,846
Change+871 (+23%)
Value$369.9K (+$60.0K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares4,713 from 443,568
Change-438,855 (-99%)
Value$376.8K (-$35.4M)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$369.2K (-$10.1K)
Filed 2026-11-04
Channel Wealth LLC
DECREASED
Shares4,694 from 5,961
Change-1,267 (-21%)
Value$368.1K (-$112.2K)
Filed 2026-11-06
Register Financial Advisors LLC
INCREASED
Shares4,682 from 4,281
Change+401 (+9%)
Value$367.1K (+$22.2K)
Filed 2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares4,673 from 4,543
Change+130 (+3%)
Value$366.5K (+$463)
Filed 2026-10-29
Clearwater Capital Advisors, LLC
INCREASED
Shares4,668 from 4,424
Change+244 (+6%)
Value$366.1K (+$9.6K)
Filed 2026-11-06
First Financial Bank - Trust Division
DECREASED
Shares4,668 from 4,708
Change-40 (-1%)
Value$366.1K (-$13.3K)
Filed 2026-10-01
Strategic Advisors LLC
UNCHANGED
Shares4,636 from 4,636
Change0 (0%)
Value$363.6K (-$10.0K)
Filed 2026-10-13
SYM Financial Corp
DECREASED
Shares4,624 from 4,628
Change-4 (0%)
Value$362.6K (-$10.3K)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED
Shares4,618 from 4,668
Change-50 (-1%)
Value$362.1K (-$14.0K)
Filed 2026-11-02
Stockman Wealth Management, Inc.
INCREASED
Shares4,613 from 4,154
Change+459 (+11%)
Value$361.8K (+$27.1K)
Filed 2026-10-27
Prosperity Planning, Inc.
DECREASED
Shares4,608 from 4,618
Change-10 (0%)
Value$361.4K (-$10.7K)
Filed 2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,601
Change+4,601
Value$360.8K
Filed 2026-10-13
Cadinha & Co LLC
UNCHANGED
Shares4,601 from 4,601
Change0 (0%)
Value$360.8K (-$9.9K)
Filed 2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED
Shares4,596 from 4,754
Change-158 (-3%)
Value$360.4K (-$22.6K)
Filed 2026-10-13
Olistico Wealth, LLC
DECREASED
Shares4,588 from 4,616
Change-28 (-1%)
Value$359.8K (-$12.1K)
Filed 2026-10-05
ADE, LLC
UNCHANGED
Shares4,572 from 4,572
Change0 (0%)
Value$358.6K (-$9.8K)
Filed 2026-10-29
Seneca Financial Advisors LLC
DECREASED
Shares4,571 from 4,934
Change-363 (-7%)
Value$358.4K (-$39.1K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares4,559 from 4,559
Change0 (0%)
Value$357.5K (-$9.8K)
Filed 2026-10-14
Kings Path Partners LLC
INCREASED
Shares4,555 from 4,553
Change+2 (+0%)
Value$357.2K (-$9.6K)
Filed 2026-10-21
MSH Capital Advisors LLC
NEW
Shares4,549
Change+4,549
Value$356.7K
Filed 2026-11-03
Capstone Wealth Management Group, LLC
DECREASED
Shares4,538 from 18,103
Change-13,565 (-75%)
Value$1.3M (-$125.6K)
Filed 2026-11-05
Blueline Advisors LLC
DECREASED
Shares4,530 from 4,666
Change-136 (-3%)
Value$355.2K (-$20.7K)
Filed 2026-10-15
Oath Planning, LLC
INCREASED
Shares4,518 from 4,501
Change+17 (+0%)
Value$354.3K (-$8.4K)
Filed 2026-10-20
Madison Park Capital Advisors, LLC
INCREASED
Shares4,517 from 3,277
Change+1,240 (+38%)
Value$354.2K (-$37.5K)
Filed 2026-10-28
Cahaba Wealth Management, Inc.
INCREASED
Shares4,515 from 4,509
Change+6 (+0%)
Value$354.1K (-$9.2K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
DECREASED
Shares4,512 from 16,748
Change-12,236 (-73%)
Value$353.8K (-$995.6K)
Filed 2026-10-16
PTM Wealth Management, LLC
INCREASED
Shares4,511 from 4,495
Change+16 (+0%)
Value$365.3K (+$3.3K)
Filed 2026-10-23
Slow Capital, Inc.
DECREASED
Shares4,499 from 4,616
Change-117 (-3%)
Value$352.9K (-$19.1K)
Filed 2026-10-23
McLean Asset Management Corp
INCREASED
Shares4,478 from 4,341
Change+137 (+3%)
Value$356.0K (+$4.6K)
Filed 2026-11-06
Entrewealth, LLC
UNCHANGED
Shares4,478 from 4,478
Change0 (0%)
Value$351.2K (-$16.7K)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares4,473 from 4,174
Change+299 (+7%)
Value$359.7K (+$23.2K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares4,464 from 4,851
Change-387 (-8%)
Value$350.1K (-$40.8K)
Filed 2026-11-03
KCM Investment Advisors LLC
INCREASED
Shares4,423 from 4,208
Change+215 (+5%)
Value$346.9K (+$7.8K)
Filed 2026-10-27
Opal Wealth Advisors, LLC
INCREASED
Shares4,421 from 4,193
Change+228 (+5%)
Value$346.7K (+$8.9K)
Filed 2026-10-16
Sunburst Financial Group, LLC
INCREASED
Shares4,412 from 4,411
Change+1 (+0%)
Value$346.0K (-$9.4K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
INCREASED
Shares4,404 from 4,346
Change+58 (+1%)
Value$354.1K (+$6.8K)
Filed 2026-10-19
Woodward Financial Advisors, Inc.
DECREASED
Shares4,402 from 4,699
Change-297 (-6%)
Value$345.2K (-$33.4K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares4,394 from 4,319
Change+75 (+2%)
Value$344.6K (-$3.4K)
Filed 2026-10-07
Weitzel Financial Services, Inc.
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$347.9K (-$2.8K)
Filed 2026-10-16
HT Partners LLC
UNCHANGED
Shares4,366 from 4,366
Change0 (0%)
Value$342.4K (-$9.4K)
Filed 2026-10-20
Ballast Financial Advisors LLC
INCREASED
Shares4,357 from 3,912
Change+445 (+11%)
Value$341.7K (+$26.5K)
Filed 2026-10-26
Helium Advisors LLC
DECREASED
Shares4,337 from 4,630
Change-293 (-6%)
Value$340.1K (-$32.9K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$348.1K ($0)
Filed 2026-10-06
marrick wealth, LLC
UNCHANGED
Shares4,312 from 4,312
Change0 (0%)
Value$338.1K (-$9.3K)
Filed 2026-10-20
Integris Wealth Management, LLC
INCREASED
Shares4,293 from 3,944
Change+349 (+9%)
Value$336.7K (+$18.9K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,262 from 4,423
Change-161 (-4%)
Value$334.2K (-$22.1K)
Filed 2026-11-02
Redwood Financial Network Corp
INCREASED
Shares4,258 from 4,256
Change+2 (+0%)
Value$333.9K (-$9.0K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares4,252 from 2,774
Change+1,478 (+53%)
Value$333.5K (+$109.9K)
Filed 2026-11-06
Tucker Asset Management LLC
INCREASED
Shares4,250 from 1,471
Change+2,779 (+189%)
Value$333.3K (+$214.7K)
Filed 2026-10-29
Waycross Investment Management Co
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$333.1K (-$9.1K)
Filed 2026-10-14
Sensible Money, LLC
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$330.9K (-$9.1K)
Filed 2026-10-20
Breachway Investments LLC
DECREASED
Shares4,216 from 4,868
Change-652 (-13%)
Value$330.6K (-$61.6K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED
Shares4,215 from 3,840
Change+375 (+10%)
Value$330.5K (+$21.2K)
Filed 2026-11-03
Michels Family Financial, LLC
INCREASED
Shares4,207 from 4,106
Change+101 (+2%)
Value$329.9K (-$955)
Filed 2026-11-02
Solstein Capital, LLC
INCREASED
Shares4,189 from 3,952
Change+237 (+6%)
Value$328.5K (+$10.1K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,188 from 4,188
Change0 (0%)
Value$328.4K (-$9.0K)
Filed 2026-10-22
Stanley-Laman Group, Ltd.
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$328.1K (-$9.0K)
Filed 2026-10-20
Carson Advisory Inc.
DECREASED
Shares4,179 from 4,312
Change-133 (-3%)
Value$327.7K (-$19.7K)
Filed 2026-11-06
tru Independence LLC
INCREASED
Shares4,172 from 4,163
Change+9 (+0%)
Value$327.2K (-$8.2K)
Filed 2026-10-20
Greenwood Capital Associates LLC
DECREASED
Shares4,168 from 4,368
Change-200 (-5%)
Value$326.9K (-$25.1K)
Filed 2026-10-27
Correct Capital Wealth Management
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$326.9K (-$9.0K)
Filed 2026-11-02
Summit Asset Management, LLC
INCREASED
Shares4,167 from 3,867
Change+300 (+8%)
Value$326.8K (+$15.2K)
Filed 2026-11-05
Parcion Private Wealth LLC
DECREASED
Shares4,156 from 4,456
Change-300 (-7%)
Value$325.9K (-$33.1K)
Filed 2026-10-28
KWB Wealth
UNCHANGED
Shares4,140 from 4,140
Change0 (0%)
Value$324.7K (-$8.9K)
Filed 2026-10-16
Ironwood Wealth Management, Llc.
DECREASED
Shares4,139 from 4,276
Change-137 (-3%)
Value$324.6K (-$19.9K)
Filed 2026-10-28
Penobscot Wealth Management
INCREASED
Shares4,139 from 4,136
Change+3 (+0%)
Value$324.6K (-$8.6K)
Filed 2026-10-21
Morangie Management LLC
INCREASED
Shares4,110 from 4,104
Change+6 (+0%)
Value$322.3K (-$8.4K)
Filed 2026-10-15
Advocate Investing Services LLC
INCREASED
Shares4,106 from 4,100
Change+6 (+0%)
Value$322.0K (-$8.3K)
Filed 2026-10-26
Refined Wealth Management
DECREASED
Shares4,103 from 4,215
Change-112 (-3%)
Value$321.8K (-$17.8K)
Filed 2026-10-13
RCW Management, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$321.5K (-$8.8K)
Filed 2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED
Shares4,092 from 4,084
Change+8 (+0%)
Value$320.9K (-$8.2K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$320.1K (-$8.8K)
Filed 2026-10-29
Trek Financial, LLC
DECREASED
Shares4,070 from 4,482
Change-412 (-9%)
Value$319.2K (-$41.9K)
Filed 2026-10-29
Flower City Capital
INCREASED
Shares4,066 from 3,266
Change+800 (+24%)
Value$318.8K (+$55.7K)
Filed 2026-10-15
Polaris Investment Advisors, LLC
UNCHANGED
Shares4,052 from 4,052
Change0 (0%)
Value$317.8K (-$8.7K)
Filed 2026-10-20
55 North Private Wealth, LLC
UNCHANGED
Shares4,046 from 4,046
Change0 (0%)
Value$317.3K (-$8.7K)
Filed 2026-10-20
M Wealth Management, LLC
INCREASED
Shares4,041 from 4,026
Change+15 (+0%)
Value$316.9K (-$7.5K)
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares4,035 from 4,075
Change-40 (-1%)
Value$316.4K (-$11.9K)
Filed 2026-10-09
Powerhouse Assets LLC
INCREASED
Shares4,029 from 4,027
Change+2 (+0%)
Value$316.0K (-$8.5K)
Filed 2026-10-19
Acima Private Wealth, LLC
UNCHANGED
Shares4,028 from 4,028
Change0 (0%)
Value$315.9K (-$8.7K)
Filed 2026-10-05
American Financial & TAX Strategies Inc
DECREASED
Shares4,024 from 4,032
Change-8 (0%)
Value$315.6K (-$9.3K)
Filed 2026-10-16
Community Bank, N.A.
NEW
Shares4,000
Change+4,000
Value$313.7K
Filed 2026-11-06
Aureum Wealth Management, LLC
DECREASED
Shares4,000 from 4,116
Change-116 (-3%)
Value$313.7K (-$17.9K)
Filed 2026-10-15
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$313.7K (-$8.6K)
Filed 2026-11-06
Cypress Point Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$313.7K (-$8.6K)
Filed 2026-11-03
Red Mountain Financial, LLC
INCREASED
Shares3,998 from 3,932
Change+66 (+2%)
Value$313.5K (-$3.3K)
Filed 2026-11-03
Wise Wealth Partners
INCREASED
Shares3,970 from 3,657
Change+313 (+9%)
Value$311.3K (+$16.7K)
Filed 2026-10-14
Old Port Advisors
DECREASED
Shares3,962 from 4,014
Change-52 (-1%)
Value$310.7K (-$12.7K)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED
Shares3,962 from 3,956
Change+6 (+0%)
Value$310.8K (-$8.0K)
Filed 2026-10-28
Tortoise Investment Management, LLC
UNCHANGED
Shares3,961 from 3,961
Change0 (0%)
Value$310.6K (-$8.5K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,960 from 3,960
Change0 (0%)
Value$310.5K (-$8.5K)
Filed 2026-10-23
True Link Financial Advisors, LLC
INCREASED
Shares3,959 from 3,252
Change+707 (+22%)
Value$310.5K (+$48.5K)
Filed 2026-10-27
Asio Capital, LLC
NEW
Shares3,952
Change+3,952
Value$309.9K
Filed 2026-10-19
Hoxton Planning & Management, LLC
INCREASED
Shares3,944 from 3,530
Change+414 (+12%)
Value$309.3K (+$24.9K)
Filed 2026-10-15
Steinberganna Wealth Management
INCREASED
Shares3,932 from 3,923
Change+9 (+0%)
Value$308.3K (-$7.7K)
Filed 2026-10-23
Southern Capital Advisors, LLC
INCREASED
Shares3,929 from 3,918
Change+11 (+0%)
Value$308.1K (-$7.6K)
Filed 2026-10-26
Dmkc Advisory Services, LLC
DECREASED
Shares3,912 from 17,870
Change-13,958 (-78%)
Value$306.8K (-$1.1M)
Filed 2026-11-04
Legacy Bridge, LLC
UNCHANGED
Shares3,888 from 3,888
Change0 (0%)
Value$304.9K (-$8.4K)
Filed 2026-10-28
North Capital, Inc.
INCREASED
Shares3,884 from 3,870
Change+14 (+0%)
Value$314.7K (+$2.9K)
Filed 2026-10-16
Abacus Planning Group, Inc.
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$304.3K (-$8.3K)
Filed 2026-11-02
Semitam Bonam LLC
DECREASED
Shares3,866 from 5,752
Change-1,886 (-33%)
Value$303.2K (-$160.3K)
Filed 2026-10-27
Family Capital Management, Inc.
NEW
Shares3,846
Change+3,846
Value$301.6K
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares3,844 from 3,816
Change+28 (+1%)
Value$305.9K (-$252)
Filed 2026-10-09
Auctus Advisors LLC
DECREASED
Shares3,841 from 4,028
Change-187 (-5%)
Value$301.2K (-$23.3K)
Filed 2026-10-23
Shayne & Jacobs, LLC
UNCHANGED
Shares3,838 from 3,838
Change0 (0%)
Value$301.0K (-$8.3K)
Filed 2026-10-21
Home Federal Bank of Tennessee
NEW
Shares3,803
Change+3,803
Value$298.2K
Filed 2026-10-15
Colton Groome Financial Advisors, LLC
DECREASED
Shares3,796 from 3,924
Change-128 (-3%)
Value$297.7K (-$18.5K)
Filed 2026-10-06
Embree Financial Group
NEW
Shares3,791
Change+3,791
Value$297.3K
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares3,763 from 4,984
Change-1,221 (-24%)
Value$295.1K (-$106.5K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares3,762 from 3,851
Change-89 (-2%)
Value$295.0K (-$15.3K)
Filed 2026-10-29
First Heartland Consultants, Inc.
DECREASED
Shares3,752 from 3,816
Change-64 (-2%)
Value$294.2K (-$13.2K)
Filed 2026-10-08
Kanawha Capital Management LLC
DECREASED
Shares3,744 from 3,858
Change-114 (-3%)
Value$293.6K (-$17.2K)
Filed 2026-10-19
Diesslin Group, Inc.
INCREASED
Shares3,732 from 2,701
Change+1,031 (+38%)
Value$292.7K (+$75.0K)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares3,724 from 4,522
Change-798 (-18%)
Value$292.0K (-$72.3K)
Filed 2026-11-02
Herold Advisors, Inc.
DECREASED
Shares3,719 from 3,814
Change-95 (-2%)
Value$291.6K (-$15.4K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares3,716 from 3,706
Change+10 (+0%)
Value$291.4K (-$7.2K)
Filed 2026-10-22
Arlington Trust Co LLC
DECREASED
Shares3,708 from 3,893
Change-185 (-5%)
Value$290.8K (-$22.9K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
DECREASED
Shares3,702 from 3,704
Change-2 (0%)
Value$290.3K (-$8.1K)
Filed 2026-10-26
Echo Wealth Management, LLC
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$289.8K (-$7.9K)
Filed 2026-10-15
Ted Buchan & Co
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$289.2K (-$7.9K)
Filed 2026-10-23
Northwest Wealth Advisors, LLC
DECREASED
Shares3,672 from 3,795
Change-123 (-3%)
Value$288.0K (-$17.8K)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares3,622 from 3,399
Change+223 (+7%)
Value$284 (-$273.7K)
Filed 2026-10-28
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$283.9K (-$7.8K)
Filed 2026-10-27
Means Investment Co., Inc.
INCREASED
Shares3,607 from 3,571
Change+36 (+1%)
Value$282.9K (-$4.8K)
Filed 2026-11-03
Christensen, King & Associates Investment Services, Inc.
NEW
Shares3,601
Change+3,601
Value$282.4K
Filed 2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED
Shares3,584 from 3,049
Change+535 (+18%)
Value$281.1K (+$35.4K)
Filed 2026-11-04
Shaker Investments LLC
INCREASED
Shares3,570 from 2,604
Change+966 (+37%)
Value$279.9K (+$70.1K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares3,565 from 3,283
Change+282 (+9%)
Value$279.5K (+$15.1K)
Filed 2026-10-22
Greenfield Savings Bank
UNCHANGED
Shares3,564 from 3,564
Change0 (0%)
Value$279.5K (-$7.7K)
Filed 2026-10-07
Cogent Private Wealth, Inc.
NEW
Shares3,548
Change+3,548
Value$278.2K
Filed 2026-11-06
Enzi Wealth
INCREASED
Shares3,540 from 3,537
Change+3 (+0%)
Value$286.8K (+$884)
Filed 2026-10-14
Barr E S & Co
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$277.6K (-$7.6K)
Filed 2026-11-06
Key FInancial Inc
DECREASED
Shares3,527 from 3,605
Change-78 (-2%)
Value$276.6K (-$13.9K)
Filed 2026-11-02
Bay Capital Advisors, LLC
UNCHANGED
Shares3,526 from 3,526
Change0 (0%)
Value$276.5K (-$7.6K)
Filed 2026-10-16
Lawood & Co
DECREASED
Shares3,503 from 3,602
Change-99 (-3%)
Value$274.7K (-$15.5K)
Filed 2026-10-09
Sound Stewardship, LLC
INCREASED
Shares3,502 from 3,499
Change+3 (+0%)
Value$274.6K (-$7.2K)
Filed 2026-10-14
Norris Perne & French LLP
INCREASED
Shares3,472 from 3,073
Change+399 (+13%)
Value$272.2K (+$24.7K)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares3,472 from 3,459
Change+13 (+0%)
Value$272.3K (-$6.0K)
Filed 2026-10-15
August Group Capital Ltd
INCREASED
Shares3,469 from 3,427
Change+42 (+1%)
Value$272.0K (-$4.1K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,446 from 4,402
Change-956 (-22%)
Value$270.2K (-$84.4K)
Filed 2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED
Shares3,445 from 3,168
Change+277 (+9%)
Value$270.2K (+$14.9K)
Filed 2026-10-16
Rainier Family Wealth Inc
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$269.5K (-$7.4K)
Filed 2026-11-02
Gradient Investments LLC
NEW
Shares3,428
Change+3,428
Value$268.9K
Filed 2026-10-08
Miramontes Capital, LLC
INCREASED
Shares3,427 from 3,280
Change+147 (+4%)
Value$268.8K (+$4.5K)
Filed 2026-10-19
Monument Group Wealth Advisors, LLC
INCREASED
Shares3,423 from 843
Change+2,580 (+306%)
Value$268.5K (+$3.1K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares3,400 from 2,652
Change+748 (+28%)
Value$266.6K (+$53.0K)
Filed 2026-10-22
BostonPremier Wealth LLC
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$263.5K (-$7.2K)
Filed 2026-10-16
Tenon Financial LLC
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$263.2K (-$7.2K)
Filed 2026-10-14
Elser Financial Planning, Inc
INCREASED
Shares3,350 from 2,923
Change+427 (+15%)
Value$262.7K (+$27.2K)
Filed 2026-10-16
Gibson Wealth Advisors LLC
DECREASED
Shares3,335 from 3,512
Change-177 (-5%)
Value$261.5K (-$21.5K)
Filed 2026-10-20
Able Financial Group, LLC
UNCHANGED
Shares3,324 from 3,324
Change0 (0%)
Value$260.7K (-$7.1K)
Filed 2026-10-14
Corundum Group, Inc.
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$260.4K (-$7.1K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares3,316 from 3,004
Change+312 (+10%)
Value$260.0K (+$18.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares3,312 from 3,312
Change0 (0%)
Value$259.7K (-$7.1K)
Filed 2026-10-21
Meyer Handelman Co
DECREASED
Shares3,307 from 3,332
Change-25 (-1%)
Value$259.3K (-$8.8K)
Filed 2026-10-28
Aerodigm Wealth, LLC
NEW
Shares3,303
Change+3,303
Value$259.0K
Filed 2026-10-16
Columbia Advisory Partners LLC
DECREASED
Shares3,287 from 4,099
Change-812 (-20%)
Value$257.8K (-$72.5K)
Filed 2026-10-15
Arbor Investment Advisors, LLC
INCREASED
Shares3,283 from 3,064
Change+219 (+7%)
Value$257.5K (+$10.6K)
Filed 2026-10-26
Regatta Capital Group, LLC
UNCHANGED
Shares3,268 from 3,268
Change0 (0%)
Value$256.3K (-$7.0K)
Filed 2026-10-23
Tred Avon Family Wealth, LLC
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$256.0K (-$7.0K)
Filed 2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,247 from 3,245
Change+2 (+0%)
Value$254.6K (-$6.8K)
Filed 2026-10-22
Weaver Consulting Group
UNCHANGED
Shares3,247 from 3,247
Change0 (0%)
Value$254.7K (-$7.0K)
Filed 2026-10-07
Guild Investment Management, Inc.
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$253.1K (-$6.9K)
Filed 2026-11-03
Great Waters Wealth Management
NEW
Shares3,227
Change+3,227
Value$253.1K
Filed 2026-10-07
Gutierrez Wealth Advisory, LLC
INCREASED
Shares3,221 from 3,078
Change+143 (+5%)
Value$252.6K (+$4.6K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED
Shares3,212 from 3,212
Change0 (0%)
Value$251.9K (-$6.9K)
Filed 2026-11-04
N10 Wealth, LLC
NEW
Shares3,208
Change+3,208
Value$251.6K
Filed 2026-10-14
DB&C Advisors, LLC
DECREASED
Shares3,208 from 3,267
Change-59 (-2%)
Value$251.6K (-$11.6K)
Filed 2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,200 from 3,540
Change-340 (-10%)
Value$250.9K (-$34.3K)
Filed 2026-11-03
CMH Wealth Management LLC
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$249.7K (-$6.8K)
Filed 2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$248.7K (-$6.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares3,170
Change+3,170
Value$248.6K
Filed 2026-10-28
Middleton & Co Inc
UNCHANGED
Shares3,136 from 3,136
Change0 (0%)
Value$245.9K (-$6.7K)
Filed 2026-10-23
Mission Financial Group, LLC
NEW
Shares3,133
Change+3,133
Value$245.7K
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares3,133 from 3,137
Change-4 (0%)
Value$245.7K (-$7.1K)
Filed 2026-10-14
Carret Asset Management, LLC
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$245.7K (-$6.7K)
Filed 2026-11-04
KOM Wealth Management Group, LLC
DECREASED
Shares3,127 from 3,915
Change-788 (-20%)
Value$245.2K (-$70.3K)
Filed 2026-10-15
Allen Investment Management, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$243.1K (-$6.7K)
Filed 2026-11-03
Towneley Capital Management, Inc / de
UNCHANGED
Shares3,099 from 3,099
Change0 (0%)
Value$243.0K (-$6.7K)
Filed 2026-10-09
SVB Wealth LLC
DECREASED
Shares3,097 from 8,037
Change-4,940 (-61%)
Value$242.9K (-$404.6K)
Filed 2026-11-06
C2c Wealth Management, LLC
UNCHANGED
Shares3,088 from 3,088
Change0 (0%)
Value$242.2K (-$6.6K)
Filed 2026-10-20
Mattern Capital Management, LLC
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$241.5K (-$6.6K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
DECREASED
Shares3,071 from 3,229
Change-158 (-5%)
Value$240.8K (-$19.3K)
Filed 2026-10-21
Barlow Wealth Partners, LLC
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$247.8K (+$2.6K)
Filed 2026-10-15
HBW Advisory Services LLC
NEW
Shares3,032
Change+3,032
Value$237.8K
Filed 2026-10-15
Exchange Bank
INCREASED
Shares3,024 from 2,568
Change+456 (+18%)
Value$237.1K (+$30.2K)
Filed 2026-10-07
Spinnaker Investment Group, LLC
UNCHANGED
Shares3,024 from 3,024
Change0 (0%)
Value$237.1K (-$6.5K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares3,016 from 3,129
Change-113 (-4%)
Value$236.5K (-$15.6K)
Filed 2026-10-09
Compass Ion Advisors, LLC
INCREASED
Shares3,010 from 2,993
Change+17 (+1%)
Value$236.0K (-$5.2K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
DECREASED
Shares3,003 from 3,448
Change-445 (-13%)
Value$235.5K (-$42.3K)
Filed 2026-10-08
Burns J W & Co Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$235.3K (-$6.5K)
Filed 2026-10-20
Ceera Investments, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$235.3K (-$6.5K)
Filed 2026-11-02
Wincap Financial LLC
DECREASED
Shares2,994 from 3,012
Change-18 (-1%)
Value$234.8K (-$7.9K)
Filed 2026-10-20
Brooklyn FI, LLC
INCREASED
Shares2,992 from 2,928
Change+64 (+2%)
Value$246.5K (+$10.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$234 (-$6)
Filed 2026-10-27
Beacon Financial Advisory LLC
INCREASED
Shares2,980 from 2,977
Change+3 (+0%)
Value$233.7K (-$6.2K)
Filed 2026-10-16
Crumly & Associates Inc.
UNCHANGED
Shares2,948 from 2,948
Change0 (0%)
Value$231.2K (-$6.3K)
Filed 2026-10-07
Godsey & Gibb, Inc
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$230.1K (-$6.3K)
Filed 2026-10-14
Trellis Wealth Advisors LLC
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$229.9K (-$6.3K)
Filed 2026-10-19
Bell Bank
NEW
Shares2,925
Change+2,925
Value$229.4K
Filed 2026-10-21
Studio Investment Management LLC
DECREASED
Shares2,920 from 3,361
Change-441 (-13%)
Value$229.0K (-$41.8K)
Filed 2026-10-22
Violich Capital Management, Inc.
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$229.0K (-$6.3K)
Filed 2026-10-05
Polaris Financial Partners
NEW
Shares2,919
Change+2,919
Value$252
Filed 2026-10-02
Atlatl Advisers LLC
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$227.5K (-$6.2K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares2,897
Change+2,897
Value$227.3K
Filed 2026-10-14
Portside Wealth Group, LLC
DECREASED
Shares2,884 from 7,492
Change-4,608 (-62%)
Value$226.2K (-$377.5K)
Filed 2026-10-20
Mycio Wealth Partners, LLC
INCREASED
Shares2,882 from 2,879
Change+3 (+0%)
Value$226.0K (-$5.9K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares2,877
Change+2,877
Value$225.6K
Filed 2026-10-13
VVR Holdings LLC
INCREASED
Shares2,864 from 2,854
Change+10 (+0%)
Value$224.6K (-$5.3K)
Filed 2026-10-19
Clark Financial Services Group Inc
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$224.0K (-$6.1K)
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares2,855 from 2,845
Change+10 (+0%)
Value$224.0K (-$5.3K)
Filed 2026-10-15
Childress Capital Advisors, LLC
INCREASED
Shares2,853 from 2,851
Change+2 (+0%)
Value$223.8K (-$5.9K)
Filed 2026-10-28
Centurion Wealth Management LLC
DECREASED
Shares2,848 from 3,438
Change-590 (-17%)
Value$223.3K (-$53.7K)
Filed 2026-10-13
Narwhal Capital Management
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$221.6K (-$6.1K)
Filed 2026-11-04
Gray Private Wealth, LLC
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$220.5K (-$6.0K)
Filed 2026-10-28
Compass Wealth Management LLC
NEW
Shares2,806
Change+2,806
Value$220.0K
Filed 2026-10-22
Vista Capital Partners, Inc.
NEW
Shares2,804
Change+2,804
Value$219.9K
Filed 2026-11-06
Grant Private Wealth Management Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$219.6K (-$6.0K)
Filed 2026-10-19
ARQ Wealth Advisors, LLC
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$218.9K (-$5.8K)
Filed 2026-10-29
RDA Financial Network
DECREASED
Shares2,788 from 2,834
Change-46 (-2%)
Value$218.6K (-$9.7K)
Filed 2026-10-15
Vestia Personal Wealth Advisors
INCREASED
Shares2,776 from 2,630
Change+146 (+6%)
Value$217.7K (+$5.8K)
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares2,768 from 556
Change+2,212 (+398%)
Value$217.1K (+$172.3K)
Filed 2026-11-05
Straight Path Wealth Management
DECREASED
Shares2,752 from 2,880
Change-128 (-4%)
Value$215.8K (-$16.2K)
Filed 2026-10-23
Toth Financial Advisory Corp
DECREASED
Shares2,743 from 2,787
Change-44 (-2%)
Value$215.1K (-$9.4K)
Filed 2026-10-08
Mechanics Bank Trust Department
DECREASED
Shares2,715 from 3,472
Change-757 (-22%)
Value$212.9K (-$66.8K)
Filed 2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$212.7K (-$5.8K)
Filed 2026-10-13
Emerald Advisors, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$212.7K (-$5.8K)
Filed 2026-10-13
TKG Advisors, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$212.7K (-$5.8K)
Filed 2026-11-02
Sather Financial Group Inc
UNCHANGED
Shares2,706 from 2,706
Change0 (0%)
Value$212.2K (-$5.8K)
Filed 2026-10-30
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares2,704 from 2,704
Change0 (0%)
Value$212.0K (-$5.8K)
Filed 2026-11-02
Rise Advisors, LLC
INCREASED
Shares2,703 from 2,693
Change+10 (+0%)
Value$212.0K (-$5.0K)
Filed 2026-10-16
Sageworth Trust Co of South Dakota
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$211.4K (-$5.8K)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares2,692 from 2,600
Change+92 (+4%)
Value$213.0K (+$4.0K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$210.2K (-$5.8K)
Filed 2026-10-26
Vestor Capital, LLC
INCREASED
Shares2,678 from 295
Change+2,383 (+808%)
Value$335 (+$211)
Filed 2026-11-04
Fairman Group, LLC
INCREASED
Shares2,676 from 2,666
Change+10 (+0%)
Value$209.9K (-$5.0K)
Filed 2026-10-26
Glass Wealth Management Co LLC
UNCHANGED
Shares2,666 from 2,666
Change0 (0%)
Value$209.0K (-$5.7K)
Filed 2026-10-28
First Nebraska Trust Co
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$207.3K (-$5.7K)
Filed 2026-10-30
Sky Investment Group LLC
NEW
Shares2,640
Change+2,640
Value$207.0K
Filed 2026-10-30
Crescent Grove Advisors, LLC
NEW
Shares2,636
Change+2,636
Value$206.7K
Filed 2026-10-21
Byrne Asset Management LLC
DECREASED
Shares2,629 from 2,636
Change-7 (0%)
Value$208.1K (-$4.3K)
Filed 2026-10-06
Jeppson Wealth Management, LLC
DECREASED
Shares2,628 from 2,708
Change-80 (-3%)
Value$206.1K (-$12.1K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares2,626 from 2,603
Change+23 (+1%)
Value$205.9K (-$3.8K)
Filed 2026-10-15
Towercrest Capital Management
NEW
Shares2,624
Change+2,624
Value$205.8K
Filed 2026-10-23
Alliance Wealth Management Group
NEW
Shares2,624
Change+2,624
Value$205.8K
Filed 2026-10-29
Kesler, Norman & Wride, LLC
DECREASED
Shares2,620 from 2,711
Change-91 (-3%)
Value$205.5K (-$13.0K)
Filed 2026-11-06
Stordahl Capital Management, Inc.
UNCHANGED
Shares2,608 from 2,608
Change0 (0%)
Value$204.5K (-$5.6K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares2,605 from 2,596
Change+9 (+0%)
Value$204.3K (-$4.8K)
Filed 2026-11-06
Juncture Wealth Strategies, LLC
NEW
Shares2,604
Change+2,604
Value$204.2K
Filed 2026-10-06
FWG Investments, Llc.
INCREASED
Shares2,601 from 2,600
Change+1 (+0%)
Value$204.0K (-$5.6K)
Filed 2026-11-03
Morling Financial Advisors, LLC
DECREASED
Shares2,600 from 2,660
Change-60 (-2%)
Value$203.9K (-$10.4K)
Filed 2026-10-28
Clarus Group, Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$203.9K (-$5.6K)
Filed 2026-10-21
LifeGoal Investments, LLC
INCREASED
Shares2,595 from 2,578
Change+17 (+1%)
Value$203.5K (-$4.3K)
Filed 2026-10-09
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$203.3K (-$5.6K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
INCREASED
Shares2,582 from 2,556
Change+26 (+1%)
Value$202.5K (-$3.5K)
Filed 2026-10-20
Matauro, LLC
NEW
Shares2,564
Change+2,564
Value$201.0K
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares2,560 from 2,116
Change+444 (+21%)
Value$200.8K (+$30.3K)
Filed 2026-10-08
Aquire Wealth Advisors, LLC
DECREASED
Shares2,560 from 2,778
Change-218 (-8%)
Value$200.8K (-$23.1K)
Filed 2026-10-23
Richardson Capital Management LLC
DECREASED
Shares2,545 from 2,643
Change-98 (-4%)
Value$199.6K (-$13.4K)
Filed 2026-10-23
Waterfront Wealth Inc.
NEW
Shares2,523
Change+2,523
Value$204.0K
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares2,488 from 2,488
Change0 (0%)
Value$195.1K (-$5.3K)
Filed 2026-10-21
Realta Investment Advisors
DECREASED
Shares2,357 from 2,901
Change-544 (-19%)
Value$184.9K (-$48.9K)
Filed 2026-10-14
TrustBank
INCREASED
Shares2,330 from 1,280
Change+1,050 (+82%)
Value$182.7K (+$79.6K)
Filed 2026-10-20
Clean Yield Group
UNCHANGED
Shares2,272 from 2,272
Change0 (0%)
Value$178.2K (-$4.9K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares2,265 from 4,092
Change-1,827 (-45%)
Value$177.6K (-$152.1K)
Filed 2026-11-04
Align Financial, LLC
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$175.6K (-$4.8K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$163.9K (-$4.5K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,070 from 12,799
Change-10,729 (-84%)
Value$162.3K (-$868.9K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares2,020 from 1,371
Change+649 (+47%)
Value$158.4K (+$47.9K)
Filed 2026-11-03
Intelligent Financial Strategies
INCREASED
Shares2,002 from 1,997
Change+5 (+0%)
Value$157.0K (-$3.9K)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares1,938 from 1,892
Change+46 (+2%)
Value$152.0K (-$460)
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$150.9K (-$4.1K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$149.6K (-$4.1K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares1,864
Change+1,864
Value$146.2K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$143.7K (-$3.9K)
Filed 2026-10-22
Trust Co
DECREASED
Shares1,756 from 1,856
Change-100 (-5%)
Value$137.7K (-$11.8K)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$136.6K (-$3.7K)
Filed 2026-10-15
Sellwood Investment Partners LLC
DECREASED
Shares1,656 from 1,693
Change-37 (-2%)
Value$129.9K (-$6.5K)
Filed 2026-11-03
Entrust Financial LLC
INCREASED
Shares1,645 from 1,624
Change+21 (+1%)
Value$129.0K (-$1.9K)
Filed 2026-11-04
MB, Levis & Associates, LLC
INCREASED
Shares1,644 from 1,638
Change+6 (+0%)
Value$128.9K (-$3.1K)
Filed 2026-10-16
McCarley & Cook Financial Planners
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$127.4K (-$3.5K)
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$126.7K (-$3.5K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares1,611 from 1,605
Change+6 (+0%)
Value$126.3K (-$3.0K)
Filed 2026-10-14
10Elms LLP
DECREASED
Shares1,600 from 2,660
Change-1,060 (-40%)
Value$125.5K (-$88.8K)
Filed 2026-11-06
Sunrise Financial Services, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$125.5K (-$3.4K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares1,597 from 1,563
Change+34 (+2%)
Value$125.2K (-$745)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,539 from 1,542
Change-3 (0%)
Value$120.7K (-$3.6K)
Filed 2026-11-02
White & Co Financial Planning Inc
NEW
Shares1,520
Change+1,520
Value$436.5K
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares1,470 from 1,540
Change-70 (-5%)
Value$115.3K (-$8.8K)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$113.9K (-$3.1K)
Filed 2026-10-28
Richardson Financial Services Inc.
DECREASED
Shares1,444 from 1,517
Change-73 (-5%)
Value$113.2K (-$9.0K)
Filed 2026-10-30
MV Capital Management, Inc.
INCREASED
Shares1,436 from 1,072
Change+364 (+34%)
Value$112.6K (+$26.2K)
Filed 2026-10-29
Bell Investment Advisors, Inc
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$110.3K (-$3.0K)
Filed 2026-10-29
Nemes Rush Group LLC
DECREASED
Shares1,337 from 1,731
Change-394 (-23%)
Value$104.8K (-$34.7K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares1,332 from 1,327
Change+5 (+0%)
Value$104.5K (-$2.5K)
Filed 2026-10-23
Birch Capital Management, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$104.5K (-$2.9K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,322 from 2,155
Change-833 (-39%)
Value$103.7K (-$70.0K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares1,292 from 1,083
Change+209 (+19%)
Value$101.4K (+$14.1K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares1,283 from 1,124
Change+159 (+14%)
Value$100.6K (+$10.1K)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$99.1K (-$2.7K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares1,196 from 1,268
Change-72 (-6%)
Value$93.8K (-$8.4K)
Filed 2026-11-04
Retirement Wealth Solutions LLC
DECREASED
Shares1,188 from 1,207
Change-19 (-2%)
Value$93.2K (-$4.1K)
Filed 2026-10-07
Birch Financial Group, LLC
NEW
Shares1,173
Change+1,173
Value$92.0K
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares1,154
Change+1,154
Value$92.4K
Filed 2026-10-13
Provident Wealth Management, LLC
DECREASED
Shares1,092 from 1,496
Change-404 (-27%)
Value$85.6K (-$34.9K)
Filed 2026-10-20
Kozak & Associates, Inc.
INCREASED
Shares1,077 from 1,076
Change+1 (+0%)
Value$87.9K (+$1.4K)
Filed 2026-10-29
Piedmont Capital Management, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$83.1K (-$2.3K)
Filed 2026-10-21
SRH Advisors, LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$81.6K (-$2.2K)
Filed 2026-10-22
Sawyer & Company, Inc
INCREASED
Shares994 from 990
Change+4 (+0%)
Value$77.9K (-$1.8K)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$77.2K (-$2.1K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares960 from 958
Change+2 (+0%)
Value$75.3K (-$1.9K)
Filed 2026-11-05
IMG Wealth Management, Inc.
DECREASED
Shares952 from 980
Change-28 (-3%)
Value$74.7K (-$4.3K)
Filed 2026-10-27
Go Invest LLC
DECREASED
Shares938 from 1,767
Change-829 (-47%)
Value$73.6K (-$68.7K)
Filed 2026-10-09
Kingdom Financial Group Llc.
INCREASED
Shares934 from 878
Change+56 (+6%)
Value$73.3K (+$2.6K)
Filed 2026-11-04
Fairscale Capital, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$75.6K (+$826)
Filed 2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED
Shares924 from 920
Change+4 (+0%)
Value$72.4K (-$1.7K)
Filed 2026-10-05
Hanson & Doremus Investment Management
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$72 (-$72.9K)
Filed 2026-10-16
Hoey Investments, Inc
INCREASED
Shares885 from 882
Change+3 (+0%)
Value$69.4K (-$1.6K)
Filed 2026-10-29
Piscataqua Savings Bank
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$69.3K (-$1.9K)
Filed 2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$69.0K (-$1.9K)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$68.1K (-$1.9K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$68.1K (-$1.9K)
Filed 2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$66.2K (-$1.8K)
Filed 2026-11-03
Phillip James Consulting Co.
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$64.3K (-$1.8K)
Filed 2026-11-03
Winch Advisory Services, LLC
INCREASED
Shares810 from 804
Change+6 (+1%)
Value$63.5K (-$1.3K)
Filed 2026-11-06
Zions Bancorporation, National Association
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$63.1K (-$1.7K)
Filed 2026-11-06
Legacies Wealth LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$62.7K (-$1.7K)
Filed 2026-11-02
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$61.2K (-$1.7K)
Filed 2026-11-03
Yankcom Partnership
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$61.2K (-$1.7K)
Filed 2026-10-15
Proathlete Wealth Management LLC
DECREASED
Shares776 from 1,380
Change-604 (-44%)
Value$60.9K (-$50.3K)
Filed 2026-10-15
SJS Investment Consulting Inc.
DECREASED
Shares776 from 780
Change-4 (-1%)
Value$60.9K (-$2.0K)
Filed 2026-10-26
Insight Inv LLC
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$60.9K (-$1.7K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
INCREASED
Shares752 from 436
Change+316 (+72%)
Value$59.0K (+$23.8K)
Filed 2026-10-16
Maseco LLP
DECREASED
Shares751 from 1,054
Change-303 (-29%)
Value$58.8K (-$26.0K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares749 from 747
Change+2 (+0%)
Value$58.7K (-$1.5K)
Filed 2026-11-02
North Point Portfolio Managers Corp
NEW
Shares740
Change+740
Value$58.0K
Filed 2026-10-07
Pathway Financial Advisers, LLC
NEW
Shares733
Change+733
Value$57.5K
Filed 2026-10-27
Dorato Capital Management
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$57.7K (-$576)
Filed 2026-10-08
Breakwater Investment Management
DECREASED
Shares668 from 1,592
Change-924 (-58%)
Value$52.4K (-$75.9K)
Filed 2026-10-20
Newton One Investments LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$52.4K (-$1.4K)
Filed 2026-10-14
Investors Research Corp
INCREASED
Shares654 from 28
Change+626 (+2236%)
Value$51.3K (+$49.0K)
Filed 2026-10-07
Compass Financial Management LLC
INCREASED
Shares607 from 604
Change+3 (+1%)
Value$47.6K (-$1.4K)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$44.6K (-$1.2K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
NEW
Shares553
Change+553
Value$43.4K
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$41.4K (-$1.1K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares524 from 522
Change+2 (+0%)
Value$41.1K (-$972)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares520 from 804
Change-284 (-35%)
Value$40.8K (-$24.0K)
Filed 2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$39.8K (-$1.1K)
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$38.9K (-$1.1K)
Filed 2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$39 (-$1)
Filed 2026-10-13
Coston, McIsaac & Partners
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$38.0K (+$37.9K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$37.6K (-$1.0K)
Filed 2026-10-16
Pacifica Partners Inc.
INCREASED
Shares474 from 472
Change+2 (+0%)
Value$37.5K (-$509)
Filed 2026-10-09
Adkins Seale Capital Management LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$37.1K (-$1.0K)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares463 from 441
Change+22 (+5%)
Value$36.3K (+$752)
Filed 2026-11-02
Clark Wealth Partners
INCREASED
Shares438 from 436
Change+2 (+0%)
Value$34.3K (-$812)
Filed 2026-10-19
PFS Partners, LLC
DECREASED
Shares431 from 490
Change-59 (-12%)
Value$33.8K (-$5.7K)
Filed 2026-10-21
Luken Investment Analytics, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$33.3K (-$912)
Filed 2026-11-06
Lynch Investment Planning, LLC
NEW
Shares420
Change+420
Value$32.9K
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares412
Change+412
Value$33.5K
Filed 2026-10-26
Versant Capital Management, Inc
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$29.5K (-$808)
Filed 2026-10-02
Raleigh Capital Management Inc.
DECREASED
Shares314 from 1,192
Change-878 (-74%)
Value$24.6K (-$71.5K)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$24.5K (-$670)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares311 from 310
Change+1 (+0%)
Value$24.4K (-$582)
Filed 2026-11-05
Main Street Group, LTD
INCREASED
Shares310 from 309
Change+1 (+0%)
Value$24.3K (-$576)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
NEW
Shares308
Change+308
Value$24.1K
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares300 from 216
Change+84 (+39%)
Value$23.5K (+$6.1K)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares284
Change+284
Value$22.2K
Filed 2026-10-27
Kentucky Trust Co
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$22.3K (-$611)
Filed 2026-10-15
Elyxium Wealth, LLC
NEW
Shares273
Change+273
Value$21.4K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$20.4K (-$559)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares258
Change+258
Value$20.2K
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares232 from 160
Change+72 (+45%)
Value$18.2K (+$5.3K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
DECREASED
Shares225 from 3,126
Change-2,901 (-93%)
Value$17.6K (-$234.2K)
Filed 2026-10-26
Capital Investment Counsel, Inc
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$16.9K (-$464)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares212 from 75
Change+137 (+183%)
Value$16.6K (+$10.6K)
Filed 2026-10-15
Davis Capital Management
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$16.6K (-$456)
Filed 2026-10-08
Hughes Financial Services, LLC
NEW
Shares200
Change+200
Value$16.4K
Filed 2026-10-30
Arjuna Capital
NEW
Shares191
Change+191
Value$15.0K
Filed 2026-11-03
Sfam, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$14.7K (-$404)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$14.1K (-$387)
Filed 2026-10-14
Union Savings Bank
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$12.9K (-$351)
Filed 2026-10-14
Adirondack Trust Co
DECREASED
Shares150 from 24,150
Change-24,000 (-99%)
Value$11.8K (-$1.9M)
Filed 2026-10-14
Boyd Watterson Asset Management LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$11.6K (-$318)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$11.6K (-$318)
Filed 2026-10-23
CFG Wealth Management Services, Inc.
NEW
Shares147
Change+147
Value$11.6K
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares142
Change+142
Value$11.1K
Filed 2026-11-06
Eukles Asset Management
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$10.0K (-$272)
Filed 2026-11-04
Copeland Capital Management, LLC
DECREASED
Shares120 from 10,202
Change-10,082 (-99%)
Value$9.4K (-$812.5K)
Filed 2026-10-13
General Partner, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$9.1K (-$249)
Filed 2026-10-05
Gen-Wealth Partners Inc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$8.5K (-$233)
Filed 2026-11-04
Decker Retirement Planning Inc.
NEW
Shares106
Change+106
Value$8.3K
Filed 2026-10-19
Livelsberger Financial Advisory
NEW
Shares100
Change+100
Value$7.8K
Filed 2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$7.5K (-$207)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.2K (-$197)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.2K (-$198)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED
Shares86 from 68
Change+18 (+26%)
Value$6.8K (+$1.3K)
Filed 2026-10-19
Bank & Trust Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.3K (-$172)
Filed 2026-10-07
WPG Advisers, LLC
DECREASED
Shares76 from 108
Change-32 (-30%)
Value$6.0K (-$2.7K)
Filed 2026-10-27
Horizon Financial Services, LLC
INCREASED
Shares68 from 52
Change+16 (+31%)
Value$5.3K (+$1.1K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$4.4K (-$120)
Filed 2026-10-14
Your Advocates Ltd., LLP
DECREASED
Shares52 from 496
Change-444 (-90%)
Value$4.1K (-$35.9K)
Filed 2026-11-03
Arvest Investments, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.5K (-$95)
Filed 2026-10-21
Wilkerson Advisory Group LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.5K (-$95)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
DECREASED
Shares40 from 51
Change-11 (-22%)
Value$3.1K (-$972)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares38 from 4
Change+34 (+850%)
Value$3.0K (+$2.7K)
Filed 2026-11-04
Viewpoint Capital Management LLC
NEW
Shares36
Change+36
Value$2.8K
Filed 2026-10-27
Carolina Wealth Advisors, LLC
NEW
Shares36
Change+36
Value$2.8K
Filed 2026-10-23
Gables Capital Management Inc.
NEW
Shares33
Change+33
Value$2.6K
Filed 2026-11-04
American Capital Advisory, LLC
NEW
Shares32
Change+32
Value$2.5K
Filed 2026-10-28
IAG Wealth Partners, LLC
NEW
Shares32
Change+32
Value$2.5K
Filed 2026-11-06
Cedar Mountain Advisors, LLC
DECREASED
Shares28 from 52
Change-24 (-46%)
Value$2.2K (-$2.0K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.9K (-$52)
Filed 2026-10-05
High Point Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.6K (-$38)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares17
Change+17
Value$1.3K
Filed 2026-11-04
Private Wealth Management Group, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$35)
Filed 2026-10-19
Robbins Farley
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (-$35)
Filed 2026-10-21
Jefferies Financial Group Inc.
CLOSED
Shares0 from 280,000
Change-280,000 (-100%)
Value$0 (-$22.6M)
Filed 2026-11-05
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 73,861
Change-73,861 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-07
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 27,283
Change-27,283 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 26,580
Change-26,580 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-27
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 23,413
Change-23,413 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 22,041
Change-22,041 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
FDx Advisors, Inc.
CLOSED
Shares0 from 16,573
Change-16,573 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Ardent Capital Management, Inc.
CLOSED
Shares0 from 13,480
Change-13,480 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
PCG Asset Management, LLC
CLOSED
Shares0 from 10,494
Change-10,494 (-100%)
Value$0 (-$845.5K)
Filed 2026-11-05
Strategic Equity Management
CLOSED
Shares0 from 10,458
Change-10,458 (-100%)
Value$0 (-$842.6K)
Filed 2026-11-04
Providence First Trust Co
CLOSED
Shares0 from 8,594
Change-8,594 (-100%)
Value$0 (-$692.4K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 8,036
Change-8,036 (-100%)
Value$0 (-$647.5K)
Filed 2026-10-16
Avestar Capital, LLC
CLOSED
Shares0 from 7,176
Change-7,176 (-100%)
Value$0 (-$578.2K)
Filed 2026-10-28
Money Concepts Capital Corp
CLOSED
Shares0 from 6,269
Change-6,269 (-100%)
Value$0 (-$505.1K)
Filed 2026-11-06
Center For Asset Management LLC
CLOSED
Shares0 from 5,770
Change-5,770 (-100%)
Value$0 (-$464.9K)
Filed 2026-10-16
Barrett & Company, Inc.
CLOSED
Shares0 from 4,372
Change-4,372 (-100%)
Value$0 (-$352.2K)
Filed 2026-10-22
Merrithew & Thorsten Inc
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$328.0K)
Filed 2026-11-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 4,058
Change-4,058 (-100%)
Value$0 (-$327.0K)
Filed 2026-11-03
Courage Miller Partners, LLC
CLOSED
Shares0 from 3,992
Change-3,992 (-100%)
Value$0 (-$321.6K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 3,338
Change-3,338 (-100%)
Value$0 (-$268.9K)
Filed 2026-10-14
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 3,308
Change-3,308 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-29
Old North State Wealth Management, LLC
CLOSED
Shares0 from 3,104
Change-3,104 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-22
Capital Square, LLC
CLOSED
Shares0 from 3,051
Change-3,051 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-19
Financial Life Advisors
CLOSED
Shares0 from 2,995
Change-2,995 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-14
Succession Financial, Inc.
CLOSED
Shares0 from 2,944
Change-2,944 (-100%)
Value$0 (-$237.2K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 2,864
Change-2,864 (-100%)
Value$0 (-$230.8K)
Filed 2026-11-03
CLG LLC
CLOSED
Shares0 from 2,840
Change-2,840 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 2,804
Change-2,804 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-22
Valued Retirements, Inc.
CLOSED
Shares0 from 2,764
Change-2,764 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-06
Prospect Financial Group LLC
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$222.6K)
Filed 2026-11-05
Belleair Asset Management, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$222.4K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 2,637
Change-2,637 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
CLOSED
Shares0 from 2,561
Change-2,561 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-06
Saxon Interests, Inc.
CLOSED
Shares0 from 2,553
Change-2,553 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-26
Auxano Advisors, LLC
CLOSED
Shares0 from 2,548
Change-2,548 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-06
Amarillo National Bank
CLOSED
Shares0 from 2,540
Change-2,540 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-23
Citizens & Northern Corp
CLOSED
Shares0 from 2,528
Change-2,528 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-06
Burton Enright Welch
CLOSED
Shares0 from 2,516
Change-2,516 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-04
Lazari Capital Management, Inc.
CLOSED
Shares0 from 2,509
Change-2,509 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$102.2K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 973
Change-973 (-100%)
Value$0 (-$78.4K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 928
Change-928 (-100%)
Value$0 (-$74.8K)
Filed 2026-10-15
Sterling Capital Management LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$69.9K)
Filed 2026-10-22
Sims Investment Management, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$62.2K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$47.1K)
Filed 2026-10-16
Wagner Wealth Management, LLC
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 473
Change-473 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-29
West Paces Advisors Inc.
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.0M (+$34.3K)
Filed 2026-10-29
Jones Financial Companies Lllp
N/A
Shares— from 110,769,908
Change-110,769,908 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 109,705,786
Change-109,705,786 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 73,987,186
Change-73,987,186 (-100%)
Value—
UBS Group AG
N/A
Shares— from 55,523,351
Change-55,523,351 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,272,342
Change-36,272,342 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,257,030
Change-31,257,030 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,776,718
Change-24,776,718 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 24,385,742
Change-24,385,742 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,885,016
Change-17,885,016 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,400,387
Change-12,400,387 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,483,935
Change-10,483,935 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,059,496
Change-10,059,496 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,738,252
Change-8,738,252 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,628,563
Change-8,628,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,796,573
Change-6,796,573 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,787,723
Change-5,787,723 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,696,979
Change-5,696,979 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,646,613
Change-5,646,613 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,399,546
Change-5,399,546 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,367,572
Change-4,367,572 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,614,235
Change-3,614,235 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,516,510
Change-3,516,510 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,445,858
Change-3,445,858 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,338,684
Change-3,338,684 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,154,240
Change-3,154,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,923,303
Change-2,923,303 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,499,328
Change-2,499,328 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,401,779
Change-2,401,779 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,345,040
Change-2,345,040 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,278,245
Change-2,278,245 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,157,381
Change-2,157,381 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,927,108
Change-1,927,108 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,764,095
Change-1,764,095 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,654,013
Change-1,654,013 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,570,945
Change-1,570,945 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,537,251
Change-1,537,251 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,492,990
Change-1,492,990 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,402,905
Change-1,402,905 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,400,393
Change-1,400,393 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,359,872
Change-1,359,872 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,297,689
Change-1,297,689 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,241,259
Change-1,241,259 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 1,224,488
Change-1,224,488 (-100%)
Value—
&partners
N/A
Shares— from 1,202,798
Change-1,202,798 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,177,558
Change-1,177,558 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,078,534
Change-1,078,534 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,072,063
Change-1,072,063 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,010,649
Change-1,010,649 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 981,870
Change-981,870 (-100%)
Value—
Betterment LLC
N/A
Shares— from 940,189
Change-940,189 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 876,370
Change-876,370 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 861,631
Change-861,631 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 848,107
Change-848,107 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 823,224
Change-823,224 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 818,835
Change-818,835 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 810,992
Change-810,992 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 758,002
Change-758,002 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 706,160
Change-706,160 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 702,864
Change-702,864 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 698,320
Change-698,320 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 678,443
Change-678,443 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 676,163
Change-676,163 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 674,232
Change-674,232 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 671,664
Change-671,664 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 623,639
Change-623,639 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 606,696
Change-606,696 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 605,468
Change-605,468 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 587,604
Change-587,604 (-100%)
Value—
Stephens Inc
N/A
Shares— from 587,191
Change-587,191 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 586,924
Change-586,924 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 584,077
Change-584,077 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 583,370
Change-583,370 (-100%)
Value—
Blair William & Co
N/A
Shares— from 555,266
Change-555,266 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 550,155
Change-550,155 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 527,808
Change-527,808 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 527,486
Change-527,486 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 515,810
Change-515,810 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 499,187
Change-499,187 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 489,324
Change-489,324 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 473,770
Change-473,770 (-100%)
Value—
American Trust
N/A
Shares— from 471,888
Change-471,888 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 469,289
Change-469,289 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 459,384
Change-459,384 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 458,206
Change-458,206 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 451,680
Change-451,680 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 449,616
Change-449,616 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 443,336
Change-443,336 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 435,256
Change-435,256 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 429,135
Change-429,135 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 421,177
Change-421,177 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 398,618
Change-398,618 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 396,501
Change-396,501 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 382,493
Change-382,493 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 381,699
Change-381,699 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 376,125
Change-376,125 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 375,687
Change-375,687 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 365,556
Change-365,556 (-100%)
Value—
Commerce Bank
N/A
Shares— from 364,810
Change-364,810 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 354,943
Change-354,943 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 349,947
Change-349,947 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 347,986
Change-347,986 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 341,288
Change-341,288 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 340,514
Change-340,514 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 331,122
Change-331,122 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 303,890
Change-303,890 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 300,069
Change-300,069 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 297,343
Change-297,343 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 295,340
Change-295,340 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 294,808
Change-294,808 (-100%)
Value—
Simmons Bank
N/A
Shares— from 291,810
Change-291,810 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 290,745
Change-290,745 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 288,214
Change-288,214 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 282,381
Change-282,381 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 277,140
Change-277,140 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 272,085
Change-272,085 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 267,337
Change-267,337 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 262,256
Change-262,256 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 259,899
Change-259,899 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 257,116
Change-257,116 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 256,551
Change-256,551 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 256,140
Change-256,140 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 252,192
Change-252,192 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 246,374
Change-246,374 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 241,056
Change-241,056 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 234,793
Change-234,793 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 232,373
Change-232,373 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 231,680
Change-231,680 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 230,052
Change-230,052 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 229,896
Change-229,896 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 229,186
Change-229,186 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 227,669
Change-227,669 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 227,260
Change-227,260 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 225,962
Change-225,962 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 218,118
Change-218,118 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 214,332
Change-214,332 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 213,327
Change-213,327 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 212,442
Change-212,442 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 211,884
Change-211,884 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 211,727
Change-211,727 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 210,819
Change-210,819 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 208,499
Change-208,499 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 208,195
Change-208,195 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 206,970
Change-206,970 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 205,197
Change-205,197 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 204,373
Change-204,373 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 203,335
Change-203,335 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 202,928
Change-202,928 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 202,880
Change-202,880 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 201,349
Change-201,349 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 201,022
Change-201,022 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 199,759
Change-199,759 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 197,934
Change-197,934 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 196,920
Change-196,920 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 194,339
Change-194,339 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 193,746
Change-193,746 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 193,621
Change-193,621 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 184,581
Change-184,581 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 182,044
Change-182,044 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 178,717
Change-178,717 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 175,606
Change-175,606 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 171,479
Change-171,479 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 171,084
Change-171,084 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 168,304
Change-168,304 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 168,230
Change-168,230 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 166,541
Change-166,541 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 165,601
Change-165,601 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 164,559
Change-164,559 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 164,430
Change-164,430 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 164,252
Change-164,252 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 160,789
Change-160,789 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 158,081
Change-158,081 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 156,667
Change-156,667 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 155,880
Change-155,880 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 155,239
Change-155,239 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 152,542
Change-152,542 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 152,126
Change-152,126 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 151,599
Change-151,599 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 149,810
Change-149,810 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 149,533
Change-149,533 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 148,381
Change-148,381 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 147,466
Change-147,466 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 146,358
Change-146,358 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 144,156
Change-144,156 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 142,871
Change-142,871 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 139,485
Change-139,485 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 136,774
Change-136,774 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 136,506
Change-136,506 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 136,054
Change-136,054 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 135,089
Change-135,089 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 133,846
Change-133,846 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 133,701
Change-133,701 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 133,434
Change-133,434 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 132,503
Change-132,503 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 130,732
Change-130,732 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 130,723
Change-130,723 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 130,624
Change-130,624 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 129,727
Change-129,727 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 128,639
Change-128,639 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 128,334
Change-128,334 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 126,378
Change-126,378 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 125,138
Change-125,138 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 124,587
Change-124,587 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 122,789
Change-122,789 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 122,744
Change-122,744 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 122,741
Change-122,741 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 120,581
Change-120,581 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 119,495
Change-119,495 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 117,712
Change-117,712 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 115,878
Change-115,878 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 114,345
Change-114,345 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 113,473
Change-113,473 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 113,010
Change-113,010 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 112,719
Change-112,719 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 110,076
Change-110,076 (-100%)
Value—
Nwam LLC
N/A
Shares— from 109,166
Change-109,166 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 107,072
Change-107,072 (-100%)
Value—
United Bank
N/A
Shares— from 106,970
Change-106,970 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 104,522
Change-104,522 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 102,610
Change-102,610 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 101,619
Change-101,619 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 101,278
Change-101,278 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 100,954
Change-100,954 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 99,235
Change-99,235 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 98,590
Change-98,590 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 97,518
Change-97,518 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 97,027
Change-97,027 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 96,844
Change-96,844 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 95,219
Change-95,219 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 94,784
Change-94,784 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 94,016
Change-94,016 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 93,854
Change-93,854 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 93,201
Change-93,201 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 93,080
Change-93,080 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 92,184
Change-92,184 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 91,580
Change-91,580 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 91,111
Change-91,111 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 90,510
Change-90,510 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 87,718
Change-87,718 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 87,157
Change-87,157 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 86,954
Change-86,954 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 84,183
Change-84,183 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 83,852
Change-83,852 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 83,608
Change-83,608 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 82,834
Change-82,834 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 82,452
Change-82,452 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,640
Change-81,640 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 80,882
Change-80,882 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 79,059
Change-79,059 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 78,152
Change-78,152 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 77,658
Change-77,658 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 75,380
Change-75,380 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 75,258
Change-75,258 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 75,003
Change-75,003 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 74,155
Change-74,155 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 73,855
Change-73,855 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 73,665
Change-73,665 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 73,609
Change-73,609 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 73,265
Change-73,265 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 73,136
Change-73,136 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 73,048
Change-73,048 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 72,428
Change-72,428 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 71,696
Change-71,696 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 71,662
Change-71,662 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 70,927
Change-70,927 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 69,998
Change-69,998 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 69,800
Change-69,800 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 69,724
Change-69,724 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 69,642
Change-69,642 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 69,325
Change-69,325 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 69,024
Change-69,024 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 68,522
Change-68,522 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 67,527
Change-67,527 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 67,397
Change-67,397 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 67,067
Change-67,067 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 66,595
Change-66,595 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 65,431
Change-65,431 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 64,915
Change-64,915 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 64,416
Change-64,416 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 62,400
Change-62,400 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 61,832
Change-61,832 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 61,736
Change-61,736 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 60,705
Change-60,705 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 60,403
Change-60,403 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 60,235
Change-60,235 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 59,869
Change-59,869 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 59,670
Change-59,670 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,558
Change-59,558 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 59,055
Change-59,055 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 58,956
Change-58,956 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 58,255
Change-58,255 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 57,797
Change-57,797 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 57,594
Change-57,594 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 56,727
Change-56,727 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 56,576
Change-56,576 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 56,453
Change-56,453 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 55,652
Change-55,652 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 55,649
Change-55,649 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 55,597
Change-55,597 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 55,486
Change-55,486 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 55,334
Change-55,334 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 55,143
Change-55,143 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 55,123
Change-55,123 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 54,682
Change-54,682 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 54,239
Change-54,239 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 54,070
Change-54,070 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 53,773
Change-53,773 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 53,280
Change-53,280 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 52,902
Change-52,902 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 52,189
Change-52,189 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 51,984
Change-51,984 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 51,806
Change-51,806 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 51,099
Change-51,099 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 50,936
Change-50,936 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 50,469
Change-50,469 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 50,377
Change-50,377 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 50,317
Change-50,317 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 49,066
Change-49,066 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 47,076
Change-47,076 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 46,442
Change-46,442 (-100%)
Value—
Bank of Marin
N/A
Shares— from 46,380
Change-46,380 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46,261
Change-46,261 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 46,221
Change-46,221 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 45,994
Change-45,994 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 45,911
Change-45,911 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 45,613
Change-45,613 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 45,244
Change-45,244 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 45,107
Change-45,107 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 43,401
Change-43,401 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 42,380
Change-42,380 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 42,308
Change-42,308 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 42,308
Change-42,308 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 41,277
Change-41,277 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,145
Change-41,145 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 40,879
Change-40,879 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 40,752
Change-40,752 (-100%)
Value—
Optas, LLC
N/A
Shares— from 40,703
Change-40,703 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 40,459
Change-40,459 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 40,369
Change-40,369 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 40,205
Change-40,205 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 39,960
Change-39,960 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 39,899
Change-39,899 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 39,416
Change-39,416 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 39,348
Change-39,348 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 39,143
Change-39,143 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 39,130
Change-39,130 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 38,351
Change-38,351 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 38,181
Change-38,181 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 38,161
Change-38,161 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 37,820
Change-37,820 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 37,712
Change-37,712 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 37,624
Change-37,624 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 37,195
Change-37,195 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 37,129
Change-37,129 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 36,768
Change-36,768 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 36,400
Change-36,400 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 36,338
Change-36,338 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 36,297
Change-36,297 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 36,127
Change-36,127 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 35,973
Change-35,973 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 35,959
Change-35,959 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 35,912
Change-35,912 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 35,755
Change-35,755 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 35,716
Change-35,716 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 35,511
Change-35,511 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 35,384
Change-35,384 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 35,023
Change-35,023 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 34,838
Change-34,838 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 34,732
Change-34,732 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34,075
Change-34,075 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 33,821
Change-33,821 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 33,253
Change-33,253 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 33,026
Change-33,026 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 32,644
Change-32,644 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 32,533
Change-32,533 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 32,488
Change-32,488 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 32,439
Change-32,439 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 32,408
Change-32,408 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 32,406
Change-32,406 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 32,156
Change-32,156 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 32,069
Change-32,069 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 31,762
Change-31,762 (-100%)
Value—
Members Trust Co
N/A
Shares— from 31,094
Change-31,094 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 30,872
Change-30,872 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 30,841
Change-30,841 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 30,550
Change-30,550 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 30,105
Change-30,105 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 29,572
Change-29,572 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 29,351
Change-29,351 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 29,145
Change-29,145 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 28,533
Change-28,533 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 28,370
Change-28,370 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 28,169
Change-28,169 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 28,143
Change-28,143 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,678
Change-27,678 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 26,906
Change-26,906 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 26,894
Change-26,894 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 26,639
Change-26,639 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 26,410
Change-26,410 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 26,345
Change-26,345 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 26,116
Change-26,116 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 26,021
Change-26,021 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 25,952
Change-25,952 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 25,701
Change-25,701 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 25,405
Change-25,405 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 25,388
Change-25,388 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 25,230
Change-25,230 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 24,953
Change-24,953 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 24,873
Change-24,873 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 24,771
Change-24,771 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 24,744
Change-24,744 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,417
Change-24,417 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 24,386
Change-24,386 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 24,260
Change-24,260 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 24,108
Change-24,108 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 23,965
Change-23,965 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 23,922
Change-23,922 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 23,918
Change-23,918 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 23,854
Change-23,854 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 23,837
Change-23,837 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 23,366
Change-23,366 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 23,263
Change-23,263 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 23,025
Change-23,025 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 22,468
Change-22,468 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 22,329
Change-22,329 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 22,216
Change-22,216 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 22,168
Change-22,168 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 22,132
Change-22,132 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 21,841
Change-21,841 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 21,514
Change-21,514 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 21,392
Change-21,392 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 21,322
Change-21,322 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 21,262
Change-21,262 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 21,227
Change-21,227 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 21,113
Change-21,113 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 21,053
Change-21,053 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 20,925
Change-20,925 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 20,876
Change-20,876 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 20,787
Change-20,787 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 20,374
Change-20,374 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 20,286
Change-20,286 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 20,059
Change-20,059 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 19,968
Change-19,968 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 19,942
Change-19,942 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 19,795
Change-19,795 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 19,630
Change-19,630 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 19,516
Change-19,516 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 19,368
Change-19,368 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 19,332
Change-19,332 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 18,731
Change-18,731 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 18,532
Change-18,532 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 18,239
Change-18,239 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 18,101
Change-18,101 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 17,897
Change-17,897 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 17,827
Change-17,827 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 17,753
Change-17,753 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 17,661
Change-17,661 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 16,770
Change-16,770 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 16,478
Change-16,478 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 16,405
Change-16,405 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,279
Change-16,279 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 16,052
Change-16,052 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 15,775
Change-15,775 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 15,735
Change-15,735 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 15,702
Change-15,702 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 15,572
Change-15,572 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15,543
Change-15,543 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 15,098
Change-15,098 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 14,797
Change-14,797 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 14,360
Change-14,360 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 14,307
Change-14,307 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 14,279
Change-14,279 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 13,826
Change-13,826 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 13,517
Change-13,517 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,233
Change-13,233 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 13,148
Change-13,148 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 13,112
Change-13,112 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13,103
Change-13,103 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 12,544
Change-12,544 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 12,152
Change-12,152 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 11,617
Change-11,617 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 10,817
Change-10,817 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 10,708
Change-10,708 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 10,647
Change-10,647 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 10,459
Change-10,459 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 10,352
Change-10,352 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Bakala Capital LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 10,079
Change-10,079 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 9,998
Change-9,998 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Pandi, LLC
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 9,247
Change-9,247 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 9,236
Change-9,236 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 8,822
Change-8,822 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 8,133
Change-8,133 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,986
Change-7,986 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,933
Change-6,933 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 6,099
Change-6,099 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 5,408
Change-5,408 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Motco
N/A
Shares— from 960
Change-960 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 947
Change-947 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 532
Change-532 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 476
Change-476 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
CNB Bank
N/A
Shares— from 472
Change-472 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 432
Change-432 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 228
Change-228 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 80
Change-80 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 44
Change-44 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4
Change-4 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
DECREASED32,638,06432,713,198-75,1340%$2.6B$2.6B-$76.2M2026-11-02
US Bancorp \de\
INCREASED23,918,19322,846,853+1,071,340+5%$1.8B$1.9B+$34.8M2026-11-05
LPL Financial LLC
INCREASED15,065,86614,368,916+696,950+5%$1.2B$1.2B+$23.8M2026-11-06
PNC Financial Services Group, Inc.
DECREASED9,517,2359,616,046-98,811-1%$774.8M$746.3M-$28.4M2026-11-06
Allworth Financial LP
INCREASED6,318,2825,151,020+1,167,262+23%$415.0M$509.1M+$94.0M2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED4,801,5734,774,432+27,141+1%$384.7M$376.5M-$8.1M2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED4,328,4224,072,748+255,674+6%$327.9M$338.9K-$327.5M2026-10-09
Bank of New York Mellon Corp
DECREASED4,322,3984,445,488-123,090-3%$358.2M$339.0M-$19.2M2026-11-05
Commonwealth Equity Services, LLC
DECREASED3,649,7143,928,916-279,202-7%$316.6M$286.2M-$30.3M2026-11-02
Midwest Trust Co
DECREASED3,514,9963,620,231-105,235-3%$291.7M$275.6M-$16.0M2026-10-22
Regions Financial Corp
INCREASED3,300,7473,271,741+29,006+1%$263.6M$258.8M-$4.8M2026-11-05
Clearstead Advisors, LLC
INCREASED2,847,4232,833,612+13,811+0%$228.3M$223.3M-$5.0M2026-11-06
Fifth Third Bancorp
DECREASED2,334,1792,448,570-114,391-5%$197.3M$183.0M-$14.2M2026-11-05
Truist Financial Corp
INCREASED2,051,8521,961,465+90,387+5%$158.0M$160.9M+$2.9M2026-10-30
Joel Isaacson & Co., LLC
INCREASED1,971,0421,933,766+37,276+2%$155.8M$154.6M-$1.2M2026-11-05
Kestra Advisory Services, LLC
INCREASED1,903,5141,687,725+215,789+13%$136.0M$149.3M+$13.3M2026-11-02
Catalyst Capital Advisors LLC
INCREASED1,864,8331,677,870+186,963+11%$135.2M$146.2M+$11.1M2026-11-02
Millburn Ridgefield LLC
INCREASED1,864,8331,677,870+186,963+11%$135.2M$146.2M+$11.1M2026-11-06
Merit Financial Group, LLC
INCREASED1,830,7921,674,384+156,408+9%$134.9M$143.6M+$8.7M2026-11-06
Chicago Partners Investment Group LLC
INCREASED1,766,1511,696,716+69,435+4%$136.3M$142.7M+$6.4M2026-10-27
First Command Advisory Services, Inc.
INCREASED1,712,1691,482,046+230,123+16%$119.4M$134.3M+$14.9M2026-11-05
SigFig Wealth Management, LLC
DECREASED1,699,4852,511,036-811,551-32%$202.1M$133.3M-$68.8M2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED1,672,7251,791,507-118,782-7%$144.3M$131.2M-$13.2M2026-10-05
Cullen T Bankers, Inc.
DECREASED1,632,9461,657,960-25,014-2%$133.6M$128.1M-$5.5M2026-10-28
Financial Synergies Wealth Advisors, Inc.
INCREASED1,555,9441,527,267+28,677+2%$123.1M$122.0M-$1.0M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED1,387,1341,355,435+31,699+2%$109.2M$108.8K-$109.1M2026-11-02
Davenport & Co LLC
INCREASED1,326,6791,094,719+231,960+21%$88.2M$104.0M+$15.8M2026-10-14
Central Trust Co
DECREASED1,218,3601,247,189-28,829-2%$100.5M$95.5M-$4.9M2026-11-05
Nadler Financial Group, Inc.
INCREASED1,213,0451,212,621+424+0%$97.7M$95.1M-$2.6M2026-10-23
Associated Banc-Corp
INCREASED1,109,0051,039,951+69,054+7%$83.8M$87.0M+$3.2M2026-10-30
New York Life Investment Management LLC
INCREASED1,079,295688,447+390,848+57%$55.5M$85.7M+$30.2M2026-11-04
Country Trust Bank
DECREASED1,076,3191,197,848-121,529-10%$96.5M$84.4M-$12.1M2026-10-30
SilverOak Wealth Management LLC
INCREASED1,070,4011,051,352+19,049+2%$84.7M$83.9M-$766.6K2026-10-29
Pittenger & Anderson Inc
DECREASED1,038,2191,044,975-6,756-1%$84.2M$81.4M-$2.8M2026-11-02
Assetmark, Inc
DECREASED1,026,4941,119,178-92,684-8%$90.2M$80.5M-$9.7M2026-10-21
Capital Asset Advisory Services LLC
INCREASED1,018,1521,014,936+3,216+0%$81.8M$82.7M+$971.0K2026-10-30
Avior Wealth Management, LLC
INCREASED1,012,833944,180+68,653+7%$75.9M$79.4M+$3.5M2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED1,002,0581,004,416-2,3580%$80.9M$78.6M-$2.3M2026-10-27
PDS Planning, Inc
INCREASED986,122962,079+24,043+3%$77.5M$77.3M-$183.0K2026-11-03
Performa Ltd (US), LLC
INCREASED978,903940,415+38,488+4%$75.8M$76.8M+$996.3K2026-11-05
AMG National Trust Bank
INCREASED923,964853,273+70,691+8%$68.7M$72.5M+$3.7M2026-11-05
Citizens Financial Group Inc
INCREASED852,609831,448+21,161+3%$67.0M$66.9M-$128.2K2026-10-23
Thrivent Financial for Lutherans
INCREASED849,719697,960+151,759+22%$47.4M$67.0K-$47.4M2026-11-05
Venture Visionary Partners LLC
INCREASED789,887785,840+4,047+1%$63.3M$61.9M-$1.4M2026-10-07
Pathway Financial Advisors LLC
INCREASED778,588590,098+188,490+32%$47.5M$61.1M+$13.5M2026-10-07
CX Institutional
DECREASED763,681767,143-3,4620%$61.8K$59.9K-$1.9K2026-10-02
Savant Capital, LLC
INCREASED737,800480,134+257,666+54%$46.9M$57.9M+$10.9M2026-11-06
Connecticut Wealth Management, LLC
DECREASED704,890740,816-35,926-5%$59.7M$55.3M-$4.4M2026-10-13
Founders Financial Securities LLC
INCREASED703,373683,602+19,771+3%$55.1M$55.2M+$80.8K2026-10-28
Center for Financial Planning, Inc.
INCREASED693,198678,271+14,927+2%$54.6M$54.4M-$287.7K2026-10-26
D.A. Davidson & Co.
INCREASED691,840452,353+239,487+53%$36.4M$54.3M+$17.8M2026-10-28
Bear Mountain Capital, Inc.
INCREASED688,261669,702+18,559+3%$54.1M$55.3M+$1.2M2026-11-04
Lido Advisors, LLC
INCREASED678,294640,579+37,715+6%$51.6M$53.2M+$1.6M2026-11-04
Cutler Investment Counsel LLC
INCREASED669,481654,530+14,951+2%$52.7M$52.5M-$234.8K2026-10-28
Wesbanco Bank Inc
DECREASED653,198655,679-2,4810%$52.8M$51.2M-$1.6M2026-11-04
International City Management Association Retirement Corp
NEW647,805—+647,805——$50.8M—2026-10-26
Farther Finance Advisors, LLC
INCREASED643,482626,783+16,699+3%$50.5M$50.5M-$36.1K2026-10-08
Ballast, Inc.
INCREASED638,772616,950+21,822+4%$49.7M$50.1M+$384.8K2026-10-20
BLB&B Advisors, LLC
DECREASED626,730630,315-3,585-1%$50.8M$49.1M-$1.6M2026-10-27
Oppenheimer Asset Management Inc.
INCREASED623,591608,381+15,210+3%$49.0M$48.9M-$115.3K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED620,817594,579+26,238+4%$48.1M$49.9M+$1.8M2026-10-13
Heartwood Wealth Advisors LLC
DECREASED619,013619,635-6220%$49.9M$48.5M-$1.4M2026-10-05
New Hampshire Trust
DECREASED615,086626,046-10,960-2%$50.4M$48.2M-$2.2M2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED610,852620,012-9,160-1%$50.0M$47.9M-$2.1M2026-10-16
Arkansas Financial Group, Inc.
DECREASED592,510602,670-10,160-2%$48.6M$46.5M-$2.1M2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED570,613572,039-1,4260%$46.1M$44.7M-$1.3M2026-10-15
DT Investment Partners, LLC
INCREASED566,790557,391+9,399+2%$44.9M$44.4M-$461.3K2026-10-27
Fidato Wealth LLC
INCREASED563,495557,784+5,711+1%$44.9M$44.2M-$751.4K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED537,656537,525+131+0%$43.3M$42.2M-$1.1M2026-11-03
William Mack & Associates, Inc.
INCREASED525,567496,380+29,187+6%$40.0M$41.2M+$1.2M2026-10-27
Marquette Asset Management, LLC
INCREASED523,109520,497+2,612+1%$41.9M$41.0M-$914.2K2026-10-09
SP Asset Management LLC
DECREASED522,381525,196-2,815-1%$42.3M$41.0M-$1.3M2026-11-05
GenTrust, LLC
INCREASED510,989503,865+7,124+1%$40.6M$40.1M-$524.7K2026-11-06
Fulcrum Capital LLC
INCREASED504,508500,094+4,414+1%$40.3M$39.6M-$729.1K2026-10-15
TD Private Client Wealth LLC
INCREASED494,945461,813+33,132+7%$37.2M$38.8M+$1.6M2026-10-28
TL Private Wealth
INCREASED492,721488,218+4,503+1%$39.4M$39.9M+$515.8K2026-10-13
Conrad Siegel Investment Advisors, Inc.
DECREASED485,239492,340-7,101-1%$39.7M$38.1M-$1.6M2026-10-08
Bokf, NA
INCREASED485,237443,574+41,663+9%$35.7M$38.1M+$2.3M2026-10-27
HB Wealth Management, LLC
INCREASED465,201456,294+8,907+2%$36.8M$36.5M-$282.5K2026-10-23
Eagle Strategies LLC
INCREASED462,737441,470+21,267+5%$35.6M$36.3M+$718.6K2026-10-16
AGF Management LTD
DECREASED448,894464,169-15,275-3%$37.4M$35.2M-$2.2M2026-11-03
Enclave Advisors LLC
DECREASED446,045448,329-2,284-1%$36.1M$35.0M-$1.1M2026-10-14
Blankinship & Foster, LLC
DECREASED438,196440,589-2,393-1%$35.5M$34.4M-$1.1M2026-10-19
Cranbrook Wealth Management, LLC
DECREASED430,577434,525-3,948-1%$35.0M$33.8M-$1.2M2026-10-28
Equity Wealth Partners, LLC
INCREASED419,235388,640+30,595+8%$31.3M$32.9M+$1.6M2026-10-26
Apella Capital, LLC
DECREASED414,707525,840-111,133-21%$42.4M$33.2M-$9.2M2026-10-08
Procyon Advisors, LLC
INCREASED402,632395,974+6,658+2%$31.9M$31.6M-$329.3K2026-10-21
Woodmont Investment Counsel LLC
INCREASED400,750393,998+6,752+2%$31.7M$31.4M-$317.6K2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED395,200356,445+38,755+11%$28.7M$31.0M+$2.3M2026-11-03
First Horizon Corp
INCREASED393,547361,279+32,268+9%$29.1M$30.9M+$1.8M2026-10-26
Searcy Financial Services Inc
DECREASED391,186402,845-11,659-3%$32.5M$30.7M-$1.8M2026-10-07
Integrated Capital Management, LLC
INCREASED387,689385,590+2,099+1%$31.1M$30.4M-$664.4K2026-10-23
BCK Partners, Inc.
DECREASED386,793388,334-1,5410%$31.3M$30.3M-$955.8K2026-10-23
Larson Financial Group LLC
DECREASED384,356421,554-37,198-9%$34.0M$30.1M-$3.8M2026-11-05
Trust Co of the South
INCREASED377,339363,104+14,235+4%$29.3M$29.6M+$335.6K2026-10-21
Cornerstone Advisory, LLC
INCREASED374,030361,971+12,059+3%$29.2M$29.3M+$167.4K2026-11-06
Wolff Financial Management LLC
INCREASED367,705367,145+560+0%$29.6M$28.8M-$745.4K2026-10-23
Tectonic Advisors LLC
INCREASED363,975355,628+8,347+2%$28.7M$28.5M-$110.0K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED359,240353,926+5,314+2%$28.5M$28.2M-$344.6K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED357,796335,429+22,367+7%$27.0M$28.1M+$1.0M2026-10-16
Advantage Trust Co
DECREASED356,334368,074-11,740-3%$29.7M$27.9M-$1.7M2026-10-19
Wellington Grp LLC
INCREASED351,422305,255+46,167+15%$24.6M$27.6M+$3.0M2026-11-06
Glenview Trust Co
INCREASED349,791348,997+794+0%$28.1M$27.4M-$688.1K2026-10-28
Pacific Center for Financial Services
DECREASED349,253363,455-14,202-4%$29.3M$27.4M-$1.9M2026-10-15
Copper Harbor Investment Advisors, LLC
INCREASED337,723336,762+961+0%$27.1M$26.5M-$648.7K2026-10-16
Marietta Wealth Management, LLC
DECREASED323,621328,339-4,718-1%$26.5M$25.9M-$538.7K2026-10-22
Mason & Associates, LLC
INCREASED322,896320,768+2,128+1%$25.8M$25.3M-$522.8K2026-10-26
Condor Capital Management
INCREASED321,613319,355+2,258+1%$25.7M$25.2M-$509.6K2026-11-06
Gratus Wealth Advisors, LLC
INCREASED319,635318,404+1,231+0%$25.7M$25.1M-$588.1K2026-10-26
Northeast Investment Management
INCREASED319,053307,174+11,879+4%$24.7M$25.0M+$271.1K2026-10-30
Grant Street Asset Management, Inc.
INCREASED317,757314,353+3,404+1%$25.3M$24.9M-$409.0K2026-10-26
Hillman Co
UNCHANGED316,332316,33200%$25.5M$24.8M-$680.1K2026-10-28
Vise Technologies, Inc.
INCREASED307,404169,118+138,286+82%$13.6M$24.1M+$10.5M2026-10-29
Phillips Financial Management, LLC
DECREASED304,897306,530-1,633-1%$24.7M$23.9M-$787.1K2026-10-19
Buck Wealth Strategies, LLC
INCREASED298,597286,793+11,804+4%$23.1M$23.4M+$309.1K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED294,556279,499+15,057+5%$22.5M$23.1M+$579.9K2026-11-06
ProVise Management Group, LLC
DECREASED290,413381,713-91,300-24%$30.8M$22.8M-$8.0M2026-11-06
AdvisorNet Financial, Inc
INCREASED289,436274,531+14,905+5%$22.1M$23.2M+$1.1M2026-10-15
Oppenheimer & Co Inc
INCREASED288,662286,392+2,270+1%$23.1M$22.6M-$437.7K2026-10-26
Arrow Financial Corp
DECREASED286,754297,279-10,525-4%$24.0M$22.5M-$1.5M2026-10-26
Salem Investment Counselors Inc
INCREASED285,858280,851+5,007+2%$22.6M$22.4M-$211.2K2026-10-13
Twele Capital Management, Inc.
INCREASED285,791280,883+4,908+2%$22.6M$22.4M-$219.0K2026-10-13
Montag A & Associates Inc
DECREASED284,756288,508-3,752-1%$23.2M$22.3M-$914.5K2026-10-29
Veracity Capital LLC
INCREASED276,562271,700+4,862+2%$21.9M$21.7M-$202.9K2026-10-08
RFG Holdings, Inc.
INCREASED273,421250,995+22,426+9%$20.2M$20.3M+$104.5K2026-10-30
Next Level Wealth Planning, LLC
INCREASED272,792266,078+6,714+3%$21.4M$21.4M-$45.6K2026-10-29
Seven Bridges Advisors LLC
INCREASED270,415260,902+9,513+4%$21.0M$21.2M+$198.9K2026-10-07
Visionary Wealth Advisors
INCREASED269,599267,589+2,010+1%$21.6M$21.1M-$417.7K2026-11-04
Prospera Financial Services Inc
INCREASED269,559220,163+49,396+22%$17.7M$22.0M+$4.2M2026-11-04
Fidelis iM, LLC
DECREASED265,597305,813-40,216-13%$24.6M$20.8M-$3.8M2026-10-16
Sage Financial Group Inc
DECREASED261,962262,271-3090%$21.1M$20.5M-$588.1K2026-10-27
Carnegie Investment Counsel
INCREASED261,247259,117+2,130+1%$20.9M$20.5M-$390.0K2026-10-20
Southern Michigan Bank & Trust
INCREASED260,341258,108+2,233+1%$20.8M$20.4M-$379.8K2026-10-19
Choreo, LLC
INCREASED259,415236,560+22,855+10%$19.1M$20.3M+$1.3M2026-10-28
Crestwood Advisors Group, LLC
INCREASED258,883255,199+3,684+1%$20.6M$20.3M-$259.8K2026-10-27
AJ Advisors, LLC
INCREASED255,018252,672+2,346+1%$20.4M$20.0M-$359.3K2026-10-29
Facet Wealth, Inc.
DECREASED252,741260,806-8,065-3%$21.0M$19.8M-$1.2M2026-11-04
Wedmont Private Capital
INCREASED249,736237,501+12,235+5%$19.2M$20.1M+$855.5K2026-10-09
CoreCap Advisors, LLC
DECREASED245,060253,780-8,720-3%$20.4M$19.2M-$1.2M2026-10-08
RTD Financial Advisors, Inc.
DECREASED244,829256,666-11,837-5%$20.7M$19.2M-$1.5M2026-10-09
Single Point Partners, LLC
DECREASED244,328246,038-1,710-1%$19.8M$19.2M-$662.9K2026-10-19
Sage Rhino Capital LLC
INCREASED243,616241,513+2,103+1%$19.5M$19.1M-$354.3K2026-10-28
James J. Burns & Company, LLC
INCREASED238,715229,088+9,627+4%$18.5M$18.7M+$262.3K2026-10-22
Serenity Investment Advisors
INCREASED237,272236,070+1,202+1%$19.5M$18.6M-$876.0K2026-10-30
Praetorian Wealth Management, Inc.
INCREASED236,355234,452+1,903+1%$18.9M$18.5M-$354.9K2026-10-16
Crane Advisory, LLC
INCREASED235,862234,747+1,115+0%$18.9M$18.9M+$7.3K2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED235,536223,338+12,198+5%$18.0M$18.5M+$476.4K2026-10-27
Dorval Corp
INCREASED234,572232,234+2,338+1%$18.7M$18.4M-$316.0K2026-10-29
EnRich Financial Partners LLC
INCREASED233,726231,644+2,082+1%$18.7M$18.3M-$334.8K2026-10-21
Allen Wealth Management, LLC
INCREASED233,397221,178+12,219+6%$17.8M$18.3M+$482.7K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED230,750216,504+14,246+7%$17.4M$18.1M+$651.7K2026-10-21
Heritage Investors Management Corp
DECREASED230,256230,294-380%$18.6M$18.1K-$18.5M2026-10-29
Northstar Asset Management Co
DECREASED230,146232,111-1,965-1%$18.7M$18.7M+$37.3K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED228,858237,293-8,435-4%$19.1M$17.9M-$1.2M2026-10-22
Avion Wealth
INCREASED224,129214,461+9,668+5%$17.3M$17.6K-$17.3M2026-11-04
Towerpoint Wealth, LLC
DECREASED223,480224,580-1,1000%$18.1M$17.5M-$569.1K2026-10-13
Fortitude Family Office, LLC
INCREASED222,772205,077+17,695+9%$16.5M$17.5M+$946.7K2026-10-14
MBM Wealth Consultants, LLC
INCREASED222,347207,708+14,639+7%$16.7M$17.4M+$701.4K2026-10-20
Kestra Investment Management, LLC
DECREASED221,276246,644-25,368-10%$19.9M$17.4M-$2.5M2026-11-04
TriaGen Wealth Management LLC
INCREASED219,083216,882+2,201+1%$17.5M$17.2M-$293.7K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED216,316207,364+8,952+4%$16.7M$17.0M+$256.2K2026-11-05
Parallel Advisors, LLC
DECREASED216,105217,921-1,816-1%$17.6M$16.9M-$610.9K2026-11-03
HUB Investment Partners, LLC
INCREASED212,429209,037+3,392+2%$16.8M$16.7M-$183.5K2026-11-03
jvl associates llc
DECREASED211,928212,771-8430%$17.1M$16.6M-$523.5K2026-10-09
Whelan Financial
INCREASED210,927196,652+14,275+7%$15.8M$16.5M+$696.7K2026-10-28
James Reed Financial Services, Inc.
INCREASED210,547208,755+1,792+1%$16.8M$16.5M-$308.3K2026-10-26
Financial Futures Ltd Liability Co.
INCREASED208,041199,782+8,259+4%$16.1M$16.3M+$218.2K2026-10-13
Freedom Financial Partners LLC
INCREASED208,026199,503+8,523+4%$16.1M$16.3M+$239.5K2026-10-19
Sapient Capital LLC
INCREASED207,932143,867+64,065+45%$11.6M$16.3M+$4.7M2026-10-08
ForthRight Wealth Management, LLC
INCREASED206,600196,127+10,473+5%$15.8M$16.2M+$399.6K2026-11-06
Roof Eidam Maycock Peralta, LLC
DECREASED206,421206,711-2900%$16.7M$16.2M-$467.2K2026-10-15
Patriot Investment Management Group, Inc.
DECREASED204,820207,314-2,494-1%$16.7M$16.1M-$641.3K2026-10-15
Nations Financial Group Inc,
INCREASED204,560202,011+2,549+1%$16.3M$16.0M-$234.5K2026-11-05
Scott Capital Advisors, LLC
DECREASED204,557207,638-3,081-1%$16.7M$16.4M-$336.2K2026-10-13
AlphaCore Capital LLC
INCREASED204,067202,516+1,551+1%$16.3M$16.0M-$313.8K2026-11-04
Fortress Financial Group, LLC
INCREASED203,307188,657+14,650+8%$15.2M$15.9M+$743.3K2026-10-21
Wheelhouse Advisory Group LLC
INCREASED203,155189,521+13,634+7%$15.3M$15.9M+$661.7K2026-10-20
Modera Wealth Management, LLC
DECREASED201,094221,004-19,910-9%$17.8M$15.8M-$2.0M2026-10-28
Tarbox Family Office, Inc.
DECREASED200,574200,702-1280%$16.2M$15.7M-$441.5K2026-10-23
West Bancorporation Inc
INCREASED197,094155,999+41,095+26%$12.6M$15.5M+$2.9M2026-10-29
Fee-Only Financial Planning, L.C.
DECREASED196,983200,192-3,209-2%$16.1M$15.4M-$682.1K2026-10-23
Staley Capital Advisers Inc
INCREASED196,725195,749+976+1%$15.8M$15.4M-$344.3K2026-11-06
Aries Wealth Management
INCREASED195,314195,021+293+0%$15.7M$15.3M-$396.3K2026-10-23
Jnba Financial Advisors
DECREASED195,249195,423-1740%$15.7M$15.3M-$433.8K2026-11-03
Somnio Financial Group, LLC
DECREASED194,695196,176-1,481-1%$15.8M$15.3M-$537.9K2026-10-26
Pinnacle Associates LTD
INCREASED189,213186,520+2,693+1%$15.0M$14.8M-$189.8K2026-10-20
Americana Partners, LLC
DECREASED188,390189,951-1,561-1%$15.3M$14.8M-$530.8K2026-10-28
Pearl Planning LLC
INCREASED188,109183,166+4,943+3%$14.8M$14.8M-$6.2K2026-10-13
Black Diamond Financial, LLC
INCREASED186,187186,080+107+0%$15.0M$14.6M-$391.7K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED185,250202,787-17,537-9%$16.3M$14.5M-$1.8M2026-10-08
Acropolis Investment Management, LLC
INCREASED183,490182,231+1,259+1%$14.7M$14.4M-$293.1K2026-10-08
Central Valley Advisors, LLC
INCREASED183,015182,169+846+0%$14.7M$14.4M-$325.4K2026-10-27
Rossmore Private Capital
DECREASED181,701182,172-4710%$14.7M$14.2M-$428.6K2026-10-27
Gill Capital Partners, LLC
INCREASED181,060172,692+8,368+5%$13.9M$14.2M+$285.0K2026-10-13
CPA Asset Management Group, LLC
INCREASED180,253172,265+7,988+5%$13.9M$14.1M+$256.0K2026-10-26
Gibraltar Capital Management, Inc.
DECREASED176,038178,918-2,880-2%$14.4M$13.8M-$610.5K2026-10-27
Ironsides Asset Advisors, LLC
UNCHANGED175,680175,68000%$14.2M$13.8M-$377.7K2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED174,916157,364+17,552+11%$12.7M$13.7M+$1.0M2026-10-14
Diversify Wealth Management, LLC
INCREASED172,457161,082+11,375+7%$13.0M$14.0M+$900.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED172,457161,082+11,375+7%$13.0M$14.0M+$900.9K2026-10-20
Beirne Wealth Consulting Services, LLC
INCREASED170,265169,648+617+0%$13.7M$13.4M-$316.5K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED169,299165,734+3,565+2%$13.4M$13.3M-$76.8K2026-10-14
Whitegate Investment Counselors, Inc.
INCREASED168,109159,726+8,383+5%$12.9M$13.2M+$314.0K2026-11-02
Milestone Investment Advisors LLC
DECREASED167,036168,086-1,050-1%$13.5M$13.1M-$443.7K2026-11-05
Washington Trust Bank
INCREASED165,975152,150+13,825+9%$12.3M$13.0M+$757.0K2026-11-03
Koenig Investment Advisory, LLC
DECREASED163,196164,059-863-1%$13.2M$12.8M-$420.4K2026-10-09
Forvis Mazars Wealth Advisors, LLC
DECREASED161,932164,474-2,542-2%$13.3M$12.7M-$553.0K2026-10-13
MGO One Seven LLC
INCREASED161,575161,429+146+0%$13.0M$12.7M-$335.6K2026-10-28
Petredis Investment Advisors LLC
INCREASED161,414157,232+4,182+3%$12.7M$12.7M-$10.1K2026-10-20
Noble Family Wealth, LLC
DECREASED160,304160,836-5320%$13.0M$12.6M-$387.5K2026-10-26
BridgePort Financial Solutions, LLC
INCREASED159,98114,759+145,222+984%$1.2M$12.5M+$11.4M2026-11-02
Bailard, Inc.
DECREASED159,301160,943-1,642-1%$13.0M$12.5M-$474.7K2026-10-13
Councilor Wealth, LLC
DECREASED158,326160,350-2,024-1%$12.9M$12.4M-$503.4K2026-10-09
Horizons Wealth Management
NEW156,941—+156,941——$12.3M—2026-10-05
Daymark Wealth Partners, LLC
INCREASED155,986146,479+9,507+6%$11.8M$12.2M+$430.7K2026-11-04
First Bancorp, Inc
DECREASED155,522156,039-5170%$12.6M$12.2M-$376.0K2026-10-26
Cedar Point Capital Partners, LLC
INCREASED154,950152,109+2,841+2%$12.3M$12.2M-$104.3K2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED153,784160,855-7,071-4%$13.0M$12.1M-$900.3K2026-10-30
Advisor OS, LLC
INCREASED152,772142,783+9,989+7%$11.5M$12.0M+$476.4K2026-11-03
Titleist Asset Management, LLC
INCREASED150,912148,068+2,844+2%$11.9M$11.8M-$95.3K2026-10-08
Sylvest Advisors, LLC
DECREASED150,800231,722-80,922-35%$18.7M$11.8M-$6.8M2026-10-26
Bernardo Wealth Planning LLC
INCREASED149,53273,106+76,426+105%$5.9M$11.7M+$5.8M2026-10-23
Capital Planning LLC
DECREASED149,166150,538-1,372-1%$12.1M$11.7M-$431.2K2026-10-09
Valmark Advisers, Inc.
INCREASED149,068147,067+2,001+1%$11.8M$11.7M-$159.3K2026-11-06
Beacon Financial Strategies Corp
INCREASED147,445145,415+2,030+1%$11.7M$11.6M-$153.5K2026-10-14
Sigma Planning Corp
DECREASED146,443148,820-2,377-2%$12.0M$11.6M-$418.9K2026-10-23
4Thought Financial Group Inc.
DECREASED144,832150,486-5,654-4%$12.1M$11.4M-$766.9K2026-11-02
Atria Investments, Inc
INCREASED143,556131,755+11,801+9%$10.6M$11.3M+$642.1K2026-10-15
Legacy Wealth Partners, LLC
INCREASED143,243139,681+3,562+3%$11.3M$11.2M-$21.0K2026-10-15
First United Bank & Trust
INCREASED142,986140,053+2,933+2%$11.3M$11.2M-$71.1K2026-10-22
XML Financial, LLC
INCREASED142,754136,272+6,482+5%$11.0M$11.2M+$215.4K2026-10-29
Uptown Financial Advisors LLC
INCREASED142,340139,720+2,620+2%$11.3M$11.2M-$95.0K2026-10-15
Financial Management Professionals, Inc.
INCREASED142,145140,360+1,785+1%$11.3M$11.1M-$161.8K2026-10-23
Maia Wealth LLC
INCREASED140,548113,071+27,477+24%$9.1M$11.0M+$1.9M2026-10-19
KFA Private Wealth Group, LLC
INCREASED140,305127,446+12,859+10%$10.3M$11.0M+$734.4K2026-10-07
McClarren Financial Advisors, Inc.
INCREASED140,099138,074+2,025+1%$11.1M$11.0M-$138.0K2026-10-15
Uptick Partners, LLC
INCREASED140,049135,516+4,533+3%$10.9M$11.0M+$64.1K2026-11-04
O'Connor Financial Group LLC
INCREASED139,953138,964+989+1%$11.2M$11.0M-$221.2K2026-10-26
Beam Wealth Advisors, Inc.
INCREASED138,657135,400+3,257+2%$10.9M$10.9M-$35.7K2026-11-03
Bank of New Hampshire
DECREASED138,593143,545-4,952-3%$11.6M$10.9M-$697.0K2026-10-06
Addis & Hill, Inc
UNCHANGED138,549138,54900%$11.2M$11.2M$02026-10-19
Chesley Taft & Associates LLC
INCREASED138,411133,449+4,962+4%$10.8M$10.9M+$102.2K2026-10-13
Prosperitas Financial LLC
DECREASED137,909139,557-1,648-1%$11.2M$10.8M-$429.3K2026-10-28
Adelphi Trust Co
INCREASED137,381135,021+2,360+2%$10.9M$10.8M-$105.2K2026-10-05
Silverleafe Capital Partners, LLC
DECREASED135,805138,413-2,608-2%$11.2M$10.6M-$502.1K2026-10-02
Envision Financial LLC
INCREASED135,265122,683+12,582+10%$9.9M$10.6M+$722.9K2026-10-15
Canandaigua National Bank & Trust Co
DECREASED135,257136,457-1,200-1%$11.0M$10.6M-$387.5K2026-10-07
GFS Advisors, LLC
INCREASED134,680131,100+3,580+3%$5.0K$10.6M+$10.6M2026-11-03
Elevation Wealth Partners, LLC
INCREASED133,794129,724+4,070+3%$10.5M$10.5M+$40.2K2026-10-07
Wealth Science Advisors LLC
INCREASED133,366123,665+9,701+8%$10.0M$10.5M+$494.9K2026-10-09
David Kennon Inc
DECREASED133,002143,679-10,677-7%$11.6M$10.4M-$1.1M2026-10-13
Park Avenue Securities LLC
INCREASED131,527122,426+9,101+7%$9.9M$10.3K-$9.9M2026-10-26
Apollon Wealth Management, LLC
INCREASED131,515127,256+4,259+3%$10.3M$10.3M+$60.4K2026-10-23
Gemmer Asset Management LLC
DECREASED130,179130,687-5080%$10.5M$10.2M-$320.8K2026-10-16
Greenup Street Wealth Management LLC
INCREASED128,766109,191+19,575+18%$8.8M$10.1M+$1.3M2026-10-28
Fund Evaluation Group, LLC
INCREASED128,71757,108+71,609+125%$4.6M$10.1M+$5.5M2026-11-05
Warner Financial, Inc
INCREASED128,337126,727+1,610+1%$10.2M$10.1M-$146.2K2026-11-06
Manchester Capital Management LLC
INCREASED128,322127,670+652+1%$10.3M$10.1M-$223.3K2026-10-22
Cordoba Advisory Partners LLC
INCREASED127,759120,997+6,762+6%$9.8M$10.0M+$241.5K2026-10-19
Caldwell Trust Co
INCREASED127,670126,411+1,259+1%$10.2M$10.0M-$173.1K2026-10-30
Sowell Financial Services LLC
INCREASED126,030124,472+1,558+1%$10.0M$9.9M-$145.4K2026-10-23
1900 Wealth Management LLC
INCREASED125,730125,462+268+0%$10.1M$9.9M-$248.7K2026-10-13
Keybank National Association
DECREASED125,524130,553-5,029-4%$10.5M$9.8M-$675.1K2026-11-04
CRA Financial Services, LLC
DECREASED123,730128,063-4,333-3%$10.3M$9.7M-$615.1K2026-10-16
McNaughton Wealth Management, LLC
INCREASED123,549122,492+1,057+1%$9.9M$9.7M-$180.5K2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED123,439122,425+1,014+1%$9.9M$9.7M-$183.7K2026-10-13
Grove Bank & Trust
DECREASED122,069122,447-3780%$9.9M$9.6M-$292.9K2026-10-08
NewCorp Financial Services, Inc.
INCREASED120,124118,055+2,069+2%$9.5M$9.4M-$91.6K2026-10-14
Integrity Alliance, Llc.
INCREASED119,751105,737+14,014+13%$8.5M$9.4M+$871.6K2026-10-29
GreatBanc Trust Co
DECREASED119,050122,595-3,545-3%$9.9M$9.3M-$541.6K2026-11-04
Level Four Advisory Services, LLC
INCREASED117,942115,133+2,809+2%$9.3M$9.2M-$27.2K2026-11-06
Evermay Wealth Management LLC
INCREASED117,589114,318+3,271+3%$9.2M$9.2M+$10.7K2026-11-05
Kagan Cocozza Asset Management
INCREASED117,539113,577+3,962+3%$9.2M$9.2M+$66.5K2026-10-19
Johnson Bixby & Associates, LLC
INCREASED116,511114,925+1,586+1%$9.3M$9.1M-$122.7K2026-10-14
Sagace Wealth Management LLC
DECREASED116,138119,074-2,936-2%$9.6M$9.1M-$486.3K2026-10-28
Arbor Wealth Management Llc\az
INCREASED115,911115,220+691+1%$9.3M$9.1M-$193.5K2026-10-20
Trinity Financial Advisors LLC
INCREASED115,887112,298+3,589+3%$9.0M$9.1M+$40.0K2026-10-09
Private Client Services, LLC
DECREASED114,751121,759-7,008-6%$9.8M$9.0M-$811.3K2026-10-02
First National Bank Sioux Falls
INCREASED113,78248,158+65,624+136%$14.6M$8.9M-$5.7M2026-10-13
Principle Wealth Partners LLC
DECREASED112,724116,717-3,993-3%$9.4M$8.8M-$564.0K2026-11-02
Gilman Hill Asset Management, LLC
INCREASED112,344100,684+11,660+12%$8.1M$8.8M+$697.9K2026-10-13
Verus Financial Partners, Inc.
DECREASED111,956112,168-2120%$9.0M$8.8M-$257.7K2026-10-29
Alliance Private Wealth, LLC
DECREASED111,067116,476-5,409-5%$9.4M$8.7M-$674.6K2026-10-20
First Premier Bank
INCREASED110,703110,588+115+0%$8.9K$8.7K-$2292026-10-13
Creekside Partners
DECREASED110,236110,797-561-1%$8.9M$8.6M-$282.2K2026-11-04
Valeo Financial Advisors, LLC
INCREASED109,904109,210+694+1%$8.3M$8.2M-$167.8K2026-10-08
Citigroup Inc
DECREASED109,735115,258-5,523-5%$9.3M$8.6M-$680.9K2026-11-04
Fiduciary Advisors, Inc.
DECREASED109,062118,444-9,382-8%$9.5M$8.6M-$990.4K2026-10-16
Cannon Capital Management, Inc.
INCREASED108,926104,867+4,059+4%$8.4M$8.5M+$92.9K2026-11-03
KTF Investments, LLC
DECREASED108,556114,066-5,510-5%$9.2M$8.5M-$677.3K2026-10-23
Fonville Wealth Management LLC
DECREASED107,658114,370-6,712-6%$9.2M$8.4M-$772.2K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED107,540107,900-3600%$8.7M$8.4M-$260.2K2026-10-23
Rooted Wealth Advisors, Inc.
UNCHANGED106,801106,80100%$8.6M$8.6M$02026-11-03
Washington Trust Co
INCREASED106,593104,130+2,463+2%$8.4M$8.4M-$30.7K2026-10-22
Cornerstone Management, Inc.
INCREASED106,271100,752+5,519+5%$8.1M$8.3M+$216.2K2026-10-16
Plus Group Wealth Advisors LLC
INCREASED104,93599,760+5,175+5%$8.0M$8.2M+$191.3K2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED104,648107,137-2,489-2%$8.6M$8.2M-$425.5K2026-10-28
Parsons Capital Management Inc
DECREASED103,384103,627-2430%$8.3M$8.1M-$241.8K2026-10-28
Florida Trust Wealth Management Co
INCREASED102,86159,748+43,113+72%$4.8M$8.1M+$3.3M2026-11-05
HighRoad Wealth Advisors, LLC
INCREASED102,666102,596+70+0%$8.3M$8.1M-$215.1K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED101,811102,256-4450%$8.2M$8.0M-$254.7K2026-10-15
Family Investment Center, Inc.
DECREASED101,491103,618-2,127-2%$8.3M$8.0M-$389.6K2026-10-19
McAdam, LLC
INCREASED101,198100,365+833+1%$8.1M$7.9M-$150.5K2026-10-21
IFS Advisors, LLC
INCREASED101,151100,813+338+0%$8.1M$7.9M-$190.2K2026-10-14
Randall & Associates Wealth Management
DECREASED100,934102,539-1,605-2%$8.3M$7.9M-$346.3K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED100,224110,890-10,666-10%$8.9M$7.9M-$1.1M2026-10-30
Ticino Wealth
INCREASED100,12396,948+3,175+3%$7.8M$7.9M+$40.6K2026-10-13
Beacon Advisors Holdings, LLC
INCREASED99,15793,970+5,187+6%$7.6M$7.8M+$204.8K2026-10-27
S.A. Mason LLC
INCREASED98,22994,023+4,206+4%$7.6M$7.7M+$127.7K2026-10-13
Smith Partners Wealth Management, LLC
DECREASED97,874101,775-3,901-4%$8.2M$7.7M-$524.7K2026-11-05
Northcape Wealth Management, LLC
DECREASED97,47198,083-612-1%$7.9M$7.6M-$258.9K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED96,483100,607-4,124-4%$8.1M$7.6M-$539.7K2026-10-20
Endeavor Private Wealth, Inc.
DECREASED95,909101,392-5,483-5%$8.2M$7.5M-$647.9K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED95,79394,865+928+1%$7.6M$7.5M-$131.2K2026-10-13
Accredited Investors Inc.
DECREASED95,121107,802-12,681-12%$8.7M$7.5M-$1.2M2026-11-03
Culbertson A N & Co Inc
DECREASED94,52094,528-80%$7.6M$7.4M-$203.9K2026-10-21
Fifth Third Securities, Inc.
INCREASED93,88975,385+18,504+25%$6.1M$7.4M+$1.3M2026-10-21
Capital Advantage, Inc.
INCREASED93,57088,538+5,032+6%$7.1M$7.3M+$204.3K2026-10-14
Nikulski Financial, Inc.
DECREASED92,62592,889-2640%$7.5M$7.3M-$220.5K2026-11-06
Destiny Wealth Partners, LLC
INCREASED92,20379,792+12,411+16%$6.5M$7.5M+$1.1M2026-11-05
Brighton Securities Corp.
INCREASED92,19485,580+6,614+8%$6.9M$7.2M+$334.7K2026-10-08
Brighton Jones LLC
DECREASED91,67895,092-3,414-4%$7.7M$7.2M-$472.2K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED91,109103,856-12,747-12%$8.4M$7.1M-$1.2M2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED90,87994,980-4,101-4%$7.7M$7.1M-$525.8K2026-11-02
Marathon Wealth Advisors LLC
DECREASED90,47791,722-1,245-1%$7.4M$7.1M-$294.9K2026-11-04
Cypress Wealth Services, LLC
DECREASED89,24589,687-4420%$7.2M$7.2M+$1.0K2026-10-21
Patriot Financial Group Insurance Agency, LLC
INCREASED89,00981,349+7,660+9%$6.6M$7.0M+$426.5K2026-10-14
Harpswell Capital Advisors, LLC
INCREASED88,84488,164+680+1%$7.1M$7.0M-$136.2K2026-10-09
Farrell Financial LLC
INCREASED88,79788,547+250+0%$7.1M$7.0M-$170.8K2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED88,39191,100-2,709-3%$7.3M$6.9M-$408.4K2026-11-04
Encompass Wealth Advisors, LLC
INCREASED87,62043,848+43,772+100%$3.5M$6.9M+$3.3M2026-10-15
Great Lakes Retirement, Inc.
INCREASED87,34881,728+5,620+7%$6.6M$6.9M+$266.4K2026-10-26
Weil Company, Inc.
INCREASED87,02181,846+5,175+6%$6.6M$6.8M+$229.9K2026-10-14
Holos Integrated Wealth LLC
INCREASED86,21783,406+2,811+3%$6.7M$6.9M+$181.7K2026-10-23
Perigon Wealth Management, LLC
DECREASED84,80785,222-4150%$6.9M$6.7M-$215.8K2026-10-22
Mystic Asset Management, Inc.
INCREASED84,19183,999+192+0%$6.8M$6.6M-$165.5K2026-10-15
Pinnacle Financial Group, LLC / IL
INCREASED83,76379,792+3,971+5%$6.4M$6.6M+$139.9K2026-10-29
Rose Capital Advisors LLC
INCREASED83,39882,236+1,162+1%$6.6M$6.5M-$85.7K2026-11-04
First Financial Corp
INCREASED83,15681,406+1,750+2%$6.6M$6.5M-$37.8K2026-10-13
RFG Advisory, LLC
INCREASED83,10774,600+8,507+11%$6.0M$6.5M+$506.8K2026-11-03
Buska Wealth Management, LLC
INCREASED82,9793,218+79,761+2479%$259.3K$6.5M+$6.2M2026-10-08
Calamos Wealth Management LLC
UNCHANGED82,86482,86400%$6.7M$6.5M-$178.2K2026-11-02
Mather Group, Llc.
INCREASED82,75078,837+3,913+5%$6.4M$6.5M+$137.4K2026-10-14
Krane Financial Solutions LLC
INCREASED82,72481,379+1,345+2%$6.6M$6.5M-$69.5K2026-10-30
Accelerate Investment Advisors LLC
INCREASED82,64978,300+4,349+6%$6.3M$6.5M+$172.7K2026-11-02
Focus Financial Network, Inc.
INCREASED82,51779,154+3,363+4%$6.4M$6.5M+$93.5K2026-10-14
Colorado Capital Management, Inc.
DECREASED81,83782,492-655-1%$6.6K$6.4K-$2282026-10-15
Steph & Co
DECREASED81,40687,875-6,469-7%$7.1M$6.4M-$696.2K2026-10-07
MBL Wealth, LLC
DECREASED81,37881,658-2800%$6.6M$6.4M-$197.5K2026-10-22
Waller Financial Planning Group, Inc
DECREASED80,54484,260-3,716-4%$6.8M$6.3M-$472.6K2026-10-07
Kendall Capital Management
DECREASED80,16280,166-40%$6.5M$6.3M-$172.7K2026-10-23
Security National Bank
INCREASED79,92968,820+11,109+16%$5.5M$6.3M+$723.2K2026-10-26
LexAurum Advisors, LLC
INCREASED79,30870,213+9,095+13%$5.7M$6.2M+$562.3K2026-10-19
RKL Wealth Management LLC
DECREASED78,90979,142-2330%$6.4M$6.2M-$188.4K2026-10-16
Pinnacle Wealth Management Group, Inc.
INCREASED78,63577,490+1,145+1%$6.2M$6.2M-$76.8K2026-10-15
Narus Financial Partners, LLC
DECREASED78,46178,625-1640%$6.3M$6.2M-$181.9K2026-10-19
Capital Management Associates, Inc
DECREASED78,43680,127-1,691-2%$6.5M$6.2M-$304.9K2026-10-20
Founders Grove Wealth Partners, LLC
INCREASED77,82677,811+15+0%$6.3M$6.1M-$166.1K2026-10-16
White Lighthouse Investment Management Inc.
INCREASED77,59271,920+5,672+8%$5.8M$6.1M+$290.2K2026-10-21
Fortis Group Advisors, LLC
INCREASED77,33350,500+26,833+53%$4.1M$6.3M+$2.2M2026-11-06
Anderson Hoagland & Co
DECREASED77,218143,723-66,505-46%$11.6M$6.3M-$5.3M2026-10-23
Retirement Planning Group, LLC
DECREASED77,05479,600-2,546-3%$6.4M$6.0M-$370.8K2026-10-19
First Merchants Corp
INCREASED76,77876,359+419+1%$6.2M$6.0M-$131.3K2026-10-15
Greenbush Financial Group, LLC
INCREASED76,77274,958+1,814+2%$6.0M$6.0M-$18.9K2026-10-15
MCF Advisors LLC
DECREASED76,56376,788-2250%$6.2M$6.0M-$182.7K2026-10-28
Sculati Wealth Management, LLC
INCREASED76,0938,936+67,157+752%$717.0K$6.2M+$5.4M2026-10-19
Gleason Group, Inc.
INCREASED75,56170,483+5,078+7%$5.7M$5.9M+$246.7K2026-10-15
Orin Green Financial, LLC
DECREASED75,45775,582-1250%$6.1M$5.9M-$172.3K2026-10-19
Verdence Capital Advisors LLC
INCREASED74,85372,684+2,169+3%$5.9M$5.9M+$13.8K2026-10-26
Creative Financial Designs Inc
INCREASED74,76367,687+7,076+10%$5.5M$5.9M+$409.4K2026-11-04
Legacy Edge Advisors, LLC
INCREASED74,57173,508+1,063+1%$5.9M$5.8M-$74.7K2026-11-06
Five Pine Wealth Management
INCREASED74,54873,466+1,082+1%$5.9M$5.8M-$73.1K2026-10-20
Financial & Tax Architects, LLC
NEW73,988—+73,988——$5.8M—2026-10-15
City Holding Co
DECREASED73,88674,438-552-1%$6.0M$5.8M-$202.6K2026-10-19
Secure Asset Management, LLC
INCREASED73,86067,561+6,299+9%$5.4M$5.8M+$348.7K2026-10-19
Meridian Management Co
DECREASED73,03676,037-3,001-4%$6.1M$5.7M-$398.8K2026-11-06
WP Advisors, LLC
INCREASED72,54667,229+5,317+8%$5.4M$5.7M+$272.5K2026-10-22
Investment Partners, Ltd.
INCREASED71,69635,846+35,850+100%$2.9M$5.6M+$2.7M2026-10-29
BKM Wealth Management, LLC
DECREASED71,27374,696-3,423-5%$6.0M$5.6M-$429.1K2026-10-22
Koshinski Asset Management, Inc.
INCREASED70,93869,487+1,451+2%$5.6M$5.6M-$35.7K2026-10-29
May Hill Capital, LLC
DECREASED70,43673,092-2,656-4%$5.9M$5.5M-$365.4K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED69,15165,306+3,845+6%$5.3M$5.4M+$161.1K2026-10-28
Boston Trust Walden Corp
DECREASED68,28669,010-724-1%$5.6M$5.4M-$205.1K2026-10-30
Robinswood Financial LLC
DECREASED68,03571,785-3,750-5%$5.8M$5.4M-$334.8K2026-10-20
Fiduciary Alliance LLC
DECREASED67,96868,046-780%$5.5M$5.3M-$152.4K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED67,71362,376+5,337+9%$5.0M$5.3M+$284.4K2026-10-23
Marathon Strategic Advisors, LLC
DECREASED67,19168,161-970-1%$5.5M$5.3M-$222.6K2026-10-20
Benchmark Financial Wealth Advisors, LLC
DECREASED66,91467,674-760-1%$5.5M$5.2M-$205.1K2026-10-20
Sheets Smith Wealth Management
INCREASED65,90161,611+4,290+7%$5.0M$5.2M+$203.9K2026-10-16
Rockingstone Advisors LLC
DECREASED65,36067,142-1,782-3%$5.4M$5.1M-$284.1K2026-10-16
Advocate Group LLC
DECREASED65,14068,209-3,069-4%$5.5M$5.1M-$387.3K2026-10-19
Integrated Advisors Network LLC
DECREASED64,33270,681-6,349-9%$5.7M$5.0M-$649.9K2026-10-20
Mokosak Advisory Group, LLC
INCREASED64,21063,894+316+0%$5.1M$5.0M-$112.6K2026-10-20
Ascent Group, LLC
DECREASED63,76365,457-1,694-3%$5.3M$5.0M-$273.6K2026-10-30
Brookstone Capital Management
INCREASED63,57161,775+1,796+3%$5.0M$5.0M+$8.0K2026-10-22
LongView Wealth Management
INCREASED62,84661,684+1,162+2%$5.0M$4.9M-$41.5K2026-10-19
Meridian Financial Advisors, LLC
DECREASED62,30363,316-1,013-2%$5.1M$4.9M-$215.6K2026-10-14
Sage Mountain Advisors LLC
DECREASED62,12462,803-679-1%$5.1M$4.9M-$188.3K2026-11-02
Financial Advisory Partners, LLC
INCREASED61,45760,768+689+1%$4.9M$4.8M-$76.6K2026-10-23
Alpine Bank Wealth Management
INCREASED61,24461,182+62+0%$4.9M$4.8M-$126.7K2026-10-16
Members Wealth LLC
INCREASED61,08949,850+11,239+23%$4.0M$4.9M+$879.2K2026-10-20
Krilogy Financial LLC
INCREASED60,95560,839+116+0%$4.9M$4.9M+$30.7K2026-10-13
Acorn Financial Advisory Services Inc
INCREASED60,93357,408+3,525+6%$4.6M$4.8M+$153.0K2026-11-02
Badgley Phelps Wealth Managers, LLC
DECREASED60,48560,834-349-1%$4.9M$4.7M-$158.2K2026-10-22
First American Bank
INCREASED60,26257,774+2,488+4%$4.7M$4.7M+$70.9K2026-10-27
Fogel Capital Management, Inc.
INCREASED58,98358,974+9+0%$4.8M$4.6M-$126.1K2026-11-04
Retirement Guys Formula LLC
DECREASED58,85875,977-17,119-23%$6.1M$4.6M-$1.5M2026-10-26
Hofer & Associates. Inc
DECREASED58,47367,355-8,882-13%$5.4M$4.6M-$841.3K2026-10-13
RED Crane Wealth Management, LLC
INCREASED58,47357,272+1,201+2%$4.6M$4.6M-$28.9K2026-10-14
Roger Wittlin Investment Advisory, LLC
INCREASED58,22358,010+213+0%$4.7M$4.6M-$108.0K2026-10-19
Genesis Private Wealth, LLC
DECREASED57,89671,391-13,495-19%$5.8M$4.5M-$1.2M2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED57,85958,097-2380%$4.7M$4.5M-$143.6K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED57,74656,626+1,120+2%$4.6M$4.5M-$34.0K2026-10-13
Good Steward Wealth Advisors,LLC
INCREASED57,31853,902+3,416+6%$4.3M$4.5M+$152.0K2026-11-06
Family Legacy, Inc.
DECREASED57,11658,511-1,395-2%$4.7M$4.5M-$235.2K2026-10-13
RW Investment Management LLC
DECREASED56,76457,062-298-1%$4.6M$4.5M-$146.1K2026-11-03
Diversified Trust Co
INCREASED56,67755,395+1,282+2%$4.5M$4.4M-$18.5K2026-11-06
Petros Family Wealth, LLC
DECREASED56,53466,134-9,600-15%$5.3M$4.4M-$895.0K2026-10-28
Partners in Financial Planning
INCREASED56,47656,442+34+0%$4.5M$4.4M-$118.8K2026-11-06
Salomon & Ludwin, LLC
DECREASED56,36957,421-1,052-2%$4.6M$4.4M-$192.5K2026-10-29
GoalFusion Wealth Management, LLC
INCREASED55,74753,793+1,954+4%$4.3M$4.4M+$37.6K2026-10-06
Cornerstone Wealth Management, LLC
DECREASED55,62763,170-7,543-12%$5.1M$4.4M-$727.4K2026-11-04
Macco Financial Group, Inc.
INCREASED55,56849,042+6,526+13%$4.0M$4.4M+$406.3K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED55,32654,733+593+1%$4.4M$4.3M-$71.2K2026-10-26
Seamount Financial Group Inc
INCREASED55,20354,593+610+1%$4.4M$4.3M-$69.5K2026-10-21
FinDec Wealth Services, Inc.
DECREASED55,09955,531-432-1%$4.5M$4.3M-$153.3K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED54,76153,560+1,201+2%$4.3M$4.3M-$21.0K2026-10-16
Valpey Financial Services, LLC
DECREASED54,54655,671-1,125-2%$4.5M$4.3M-$207.9K2026-10-30
Gradient Capital Advisors, LLC
DECREASED54,41255,041-629-1%$4.4M$4.3M-$167.7K2026-10-21
Virtue Asset Management LLC
DECREASED54,27555,169-894-2%$4.4M$4.3M-$188.7K2026-10-21
Valtinson Bruner Financial Planning LLC
INCREASED54,04550,001+4,044+8%$4.0M$4.2M+$209.6K2026-11-02
Armbruster Capital Management, Inc.
DECREASED53,58853,688-1000%$4.3M$4.2M-$123.3K2026-10-19
Anson Capital, Inc.
DECREASED53,53355,975-2,442-4%$4.5M$4.2M-$311.8K2026-10-23
IFP Advisors, Inc
INCREASED53,47752,476+1,001+2%$4.2M$4.2M-$34.3K2026-10-16
Charles Schwab Trust Co
INCREASED52,91650,236+2,680+5%$4.0M$4.1M+$102.2K2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED52,77251,644+1,128+2%$4.2M$4.2M+$51.6K2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED52,55253,583-1,031-2%$4.3M$4.1M-$196.1K2026-10-08
Ridgewood Investments LLC
INCREASED52,44251,848+594+1%$4.2M$4.1M-$64.9K2026-10-05
Wilmington Savings Fund Society, FSB
INCREASED52,34538,390+13,955+36%$3.1M$4.1M+$1.0M2026-10-23
Axxcess Wealth Management, LLC
DECREASED52,0441,080,918-1,028,874-95%$87.1M$4.1M-$83.0M2026-10-21
Fort Washington Investment Advisors Inc
DECREASED51,51755,721-4,204-8%$4.5M$4.0M-$449.5K2026-10-15
United Financial Planning Group LLC
DECREASED51,43851,820-382-1%$4.2M$4.0M-$141.4K2026-11-04
Cap Partners, LLC
DECREASED51,29051,814-524-1%$4.2M$4.0M-$152.5K2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED51,05649,652+1,404+3%$4.0M$4.0M+$3.4K2026-10-22
Allegheny Financial Group
INCREASED50,88748,306+2,581+5%$3.9M$4.0M+$98.5K2026-11-05
Evergreen Wealth Management, LLC
DECREASED50,75552,579-1,824-3%$4.2M$4.0M-$256.0K2026-11-06
JIM Saulnier & Associates, LLC
INCREASED50,73140,045+10,686+27%$3.2M$4.0M+$751.9K2026-11-04
Affiance Financial, LLC
INCREASED50,56547,561+3,004+6%$3.8M$4.0M+$133.4K2026-10-15
Moisand Fitzgerald Tamayo, LLC
DECREASED50,20351,734-1,531-3%$4.2M$3.9M-$231.3K2026-10-15
Meridian Wealth Management, LLC
INCREASED49,62642,954+6,672+16%$3.5M$3.9M+$430.9K2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED49,52847,147+2,381+5%$3.8M$3.9M+$85.3K2026-10-19
Blue Trust, Inc.
INCREASED49,50133,842+15,659+46%$2.7M$3.9M+$1.2M2026-10-15
Carrera Capital Advisors
DECREASED49,49149,676-1850%$4.0M$3.9M-$121.3K2026-11-03
UMB Bank, n.a.
INCREASED49,44048,724+716+1%$3.9M$3.9M-$48.6K2026-11-06
Intergy Private Wealth, LLC
INCREASED49,33747,095+2,242+5%$3.8M$3.9M+$74.6K2026-10-16
City State Bank
DECREASED49,27950,349-1,070-2%$4.1M$3.9M-$192.2K2026-10-20
Innovative Wealth Building LLC
DECREASED49,19055,003-5,813-11%$4.4M$3.9M-$574.1K2026-10-14
Legacy Advisors, LLC
DECREASED48,82849,135-307-1%$4.0M$3.8M-$129.7K2026-10-19
BAR Harbor Wealth Management
INCREASED48,78847,474+1,314+3%$3.8M$3.8M+$9752026-10-21
Sawgrass Asset Management LLC
UNCHANGED48,76048,76000%$3.9M$3.8M-$104.8K2026-11-03
D.B. Root & Company, LLC
DECREASED48,25753,963-5,706-11%$4.3M$3.8M-$563.5K2026-11-04
Sepio Capital, LP
INCREASED48,24747,916+331+1%$3.9M$3.8M-$77.1K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
DECREASED48,22249,344-1,122-2%$4.0M$3.8M-$194.1K2026-10-29
Financial Planning Hawaii, Inc.
INCREASED47,98145,542+2,439+5%$3.7M$3.8M+$93.4K2026-10-13
Magnus Financial Group LLC
INCREASED47,97844,728+3,250+7%$3.6M$3.8M+$158.7K2026-10-21
Trust Co of Vermont
INCREASED47,59145,368+2,223+5%$3.7M$3.7M+$76.8K2026-10-21
GC Wealth Management RIA, LLC
INCREASED47,24746,919+328+1%$3.8M$3.7M-$75.2K2026-11-02
Boyd Wealth Management, LLC
DECREASED47,14447,983-839-2%$3.9M$3.7M-$169.0K2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED47,12434,646+12,478+36%$2.8M$3.7M+$904.0K2026-10-08
WealthTrust Asset Management, LLC
DECREASED47,07347,272-1990%$3.8M$3.7M-$117.2K2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED46,98745,552+1,435+3%$3.7M$3.7M+$14.6K2026-10-26
Sovran Advisors, LLC
INCREASED46,92446,190+734+2%$3.8M$3.9M+$101.5K2026-11-02
Goelzer Investment Management, Inc.
INCREASED46,51936,584+9,935+27%$2.9M$3.6M+$700.4K2026-10-16
Summit Financial Strategies, Inc.
INCREASED46,47244,997+1,475+3%$3.6M$3.6M+$18.9K2026-10-14
Quadrant Capital Group LLC
DECREASED46,32055,577-9,257-17%$4.5M$3.8M-$724.9K2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED46,03448,883-2,849-6%$3.9M$3.6M-$328.5K2026-10-05
Columbia Asset Management
DECREASED45,91845,947-290%$3.7M$3.6M-$101.1K2026-10-19
Philadelphia Trust Co
UNCHANGED45,42045,42000%$3.7M$3.6K-$3.7M2026-11-05
Verus Capital Partners, LLC
INCREASED45,39744,844+553+1%$3.6M$3.6M-$53.1K2026-11-03
StoneX Group Inc.
INCREASED44,79943,875+924+2%$3.5M$3.5M-$33.0K2026-11-03
GEM Asset Management, LLC
DECREASED44,59647,756-3,160-7%$3.8M$3.5M-$350.5K2026-10-13
PCA Investment Advisory Services Inc.
INCREASED44,59043,214+1,376+3%$3.5M$3.5M+$15.0K2026-10-13
Compound Planning, Inc.
DECREASED44,53053,581-9,051-17%$4.3M$3.5M-$825.0K2026-11-05
PKS Advisory Services, LLC
UNCHANGED44,36344,36300%$3.6M$3.6M$02026-10-26
CWS Financial Advisors, LLC
INCREASED44,00143,870+131+0%$3.5M$3.5M-$84.0K2026-10-16
Downshift Financial, LLC
INCREASED43,89543,857+38+0%$3.5M$3.4M-$91.3K2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED43,80043,80000%$3.5M$3.4M-$94.2K2026-11-04
Chatham Capital Group, Inc.
INCREASED43,52637,056+6,470+17%$3.0M$3.4M+$427.7K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED43,31342,617+696+2%$3.4M$3.4M-$37.1K2026-10-09
Fusion Family Wealth, LLC
INCREASED43,09641,871+1,225+3%$3.4M$3.4M+$6.0K2026-11-02
Pachira Investments Inc.
INCREASED43,01830,762+12,256+40%$2.5M$3.4M+$895.0K2026-10-14
Objective Capital Management, LLC
DECREASED43,00943,598-589-1%$3.5M$3.4M-$139.9K2026-10-13
Flywheel Private Wealth LLC
DECREASED42,74343,558-815-2%$3.5M$3.4M-$157.6K2026-11-02
Scott & Selber, Inc.
UNCHANGED42,64842,64800%$3.4M$3.3M-$91.7K2026-10-21
Private Trust Co NA
INCREASED42,33340,846+1,487+4%$3.3M$3.3M+$28.8K2026-10-20
Welch & Forbes LLC
INCREASED42,14841,496+652+2%$3.3M$3.3M-$38.1K2026-11-04
CWA Asset Management Group, LLC
INCREASED42,09741,277+820+2%$3.3M$3.3M-$24.4K2026-10-19
Flagstar Securities, Inc
INCREASED41,63121,865+19,766+90%$1.8M$3.3M+$1.5M2026-10-15
NWF Advisory Services Inc.
INCREASED41,29839,004+2,294+6%$3.1M$3.2M+$96.1K2026-10-19
Matrix Asset Advisors Inc
INCREASED41,18237,472+3,710+10%$3.0M$3.2M+$210.4K2026-10-13
Certified Advisory Corp
INCREASED41,09940,033+1,066+3%$3.2M$3.2M-$2.5K2026-10-29
Wedbush Securities Inc
INCREASED41,09740,914+183+0%$3.3M$3.2K-$3.3M2026-10-22
Grandview Asset Management LLC
DECREASED40,85746,947-6,090-13%$3.7M$3.2M-$541.5K2026-10-19
Frank, Rimerman Advisors LLC
INCREASED40,82138,284+2,537+7%$3.1M$3.2M+$116.6K2026-10-16
Tritonpoint Wealth, LLC
INCREASED40,76039,988+772+2%$3.2M$3.2M-$25.4K2026-10-19
BankPlus Wealth Management LLC
INCREASED40,63531,318+9,317+30%$2.5M$3.2M+$663.1K2026-10-13
Compass Planning Associates Inc
INCREASED40,58234,326+6,256+18%$2.8M$3.2M+$416.9K2026-10-13
Independent Financial Group, LLC
DECREASED40,45144,738-4,287-10%$3.6M$3.2M-$432.4K2026-10-13
Financial Planning Fort Collins, LLC
DECREASED40,39840,580-1820%$3.3M$3.2M-$110.0K2026-10-16
Maltin Wealth Management, Inc.
DECREASED40,34552,813-12,468-24%$4.3M$3.2M-$1.1M2026-10-13
John W. Brooker & Co., CPAs
INCREASED40,04639,320+726+2%$3.2M$3.1M-$27.6K2026-10-21
Soltis Investment Advisors LLC
INCREASED39,75037,890+1,860+5%$3.1M$3.1M+$64.4K2026-10-28
Redw Wealth LLC
INCREASED39,66434,138+5,526+16%$2.8M$3.1M+$359.9K2026-11-02
Archford Capital Strategies, LLC
INCREASED39,49937,845+1,654+4%$3.0M$3.1M+$48.3K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED39,39735,458+3,939+11%$2.9M$3.1M+$284.2K2026-11-04
Ritholtz Wealth Management
INCREASED39,34237,570+1,772+5%$3.0M$3.1M+$58.2K2026-11-05
Sincerus Advisory, LLC
INCREASED39,33539,076+259+1%$3.1M$3.1M-$63.7K2026-10-09
Eclectic Associates Inc
DECREASED39,26639,844-578-1%$3.2M$3.1M-$130.8K2026-10-09
SWP Financial LLC
DECREASED39,20839,538-330-1%$3.2M$3.1M-$110.9K2026-10-23
Selby Wealth Management, LLC
DECREASED39,03940,389-1,350-3%$3.3M$3.1M-$192.7K2026-10-16
Farmers & Merchants Investments Inc
DECREASED38,46038,464-40%$3.1M$3.0M-$83.0K2026-10-22
Stablepoint Partners, LLC
INCREASED38,43035,917+2,513+7%$2.9M$3.0M+$119.8K2026-11-03
Missouri Trust & Investment Co
DECREASED38,29038,340-500%$3.1M$3.0M-$100.9K2026-11-04
Columbus Macro, LLC
INCREASED38,08637,947+139+0%$3.1M$3.0M-$70.7K2026-10-14
High Net Worth Advisory Group LLC
DECREASED38,03540,304-2,269-6%$3.2M$3.0M-$264.6K2026-10-26
New Covenant Trust Company, N.A.
INCREASED37,21733,344+3,873+12%$2.7M$2.9M+$232.0K2026-10-08
Revolve Wealth Partners, LLC
DECREASED37,19539,478-2,283-6%$3.2M$2.9M-$263.9K2026-10-23
Essex Bank
DECREASED37,18337,422-239-1%$3.0M$2.9M-$98.8K2026-10-16
Transcendent Capital Group LLC
DECREASED37,14237,332-190-1%$3.0M$2.9M-$95.2K2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED37,12938,051-922-2%$3.1M$2.9M-$154.1K2026-10-15
West Financial Advisors, LLC
INCREASED37,09336,700+393+1%$3.0M$2.9M-$48.0K2026-10-22
Strengthening Families & Communities, LLC
INCREASED37,00036,710+290+1%$3.0M$2.9M-$56.2K2026-10-21
Lake Street Private Wealth, LLC
UNCHANGED36,88836,88800%$3.0M$2.9M-$79.3K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED36,82137,296-475-1%$3.0M$2.9M-$117.5K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED36,80337,319-516-1%$3.0M$2.9M-$120.7K2026-10-09
Pension & Wealth Management Advisors, Inc.
UNCHANGED36,71936,71900%$3.0M$2.9M-$78.9K2026-10-16
VestGen Advisors, LLC
DECREASED36,56655,611-19,045-34%$4.5M$2.9M-$1.6M2026-10-27
Heritage Family Offices, LLP
INCREASED36,50426,580+9,924+37%$2.1M$2.9M+$721.1K2026-11-02
Joel Adams & Associates, Inc.
INCREASED36,31635,611+705+2%$2.9M$2.8M-$21.3K2026-11-02
My Personal CFO, LLC
DECREASED36,26237,052-790-2%$3.0M$2.8M-$141.6K2026-10-14
Beaumont Financial Advisors, LLC
INCREASED36,19736,162+35+0%$2.9M$2.8M-$75.0K2026-10-22
Centerline Wealth Advisors, LLC
INCREASED36,18935,623+566+2%$2.9M$2.8M-$32.2K2026-10-15
Aprio Wealth Management, LLC
DECREASED36,07938,605-2,526-7%$3.1M$2.8M-$281.1K2026-10-28
21 West Wealth Management LLC
DECREASED36,07436,879-805-2%$3.0M$2.8M-$142.4K2026-10-13
Portland Financial Advisors Inc
INCREASED35,64733,253+2,394+7%$2.7M$2.8M+$116.2K2026-10-26
Lodestar Private Asset Management LLC
DECREASED35,64637,727-2,081-6%$3.0M$2.8M-$244.3K2026-10-26
AMI Investment Management Inc
INCREASED35,50127,916+7,585+27%$2.2M$2.8M+$534.8K2026-10-27
Conning Inc.
UNCHANGED35,42835,42800%$2.9M$2.8M-$76.2K2026-10-27
Carolina Wealth Management Inc
INCREASED35,35031,838+3,512+11%$2.6M$2.8M+$207.0K2026-10-29
R2 Capital Strategies, LLC
INCREASED35,22234,226+996+3%$2.8M$2.8M+$4.6K2026-10-15
New Perspectives, Inc
DECREASED35,05735,127-700%$2.8M$2.7M-$81.0K2026-10-14
Affinity Capital Advisors, LLC
INCREASED34,94234,603+339+1%$2.8M$2.8M+$35.5K2026-10-13
Pennsylvania Capital Management Inc
DECREASED34,76835,463-695-2%$2.9M$2.7M-$130.7K2026-11-05
Stone Loft Wealth Management LLC
INCREASED34,62922,324+12,305+55%$1.8M$2.7M+$919.7K2026-11-03
PFG Advisors
DECREASED34,47035,762-1,292-4%$2.9M$2.7M-$178.2K2026-10-16
Index Fund Advisors, Inc.
DECREASED34,46534,471-60%$2.8M$2.7M-$74.6K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED34,31833,557+761+2%$2.7M$2.7M-$12.5K2026-10-27
Factor Wealth Management LTD
DECREASED34,26743,890-9,623-22%$3.5M$2.7M-$849.0K2026-10-08
LCW Services, LLC
INCREASED34,19532,636+1,559+5%$2.6M$2.7M+$52.1K2026-10-21
Peoples Financial Services Corp.
DECREASED34,02934,541-512-1%$2.8M$2.7M-$114.1K2026-10-20
RMG Wealth Management LLC
DECREASED33,97439,626-5,652-14%$3.3M$2.7M-$562.4K2026-10-26
Cordgrass Capital Advisors, LLC
INCREASED33,79233,491+301+1%$2.7M$2.6M-$48.4K2026-10-30
Linscomb Wealth, Inc.
UNCHANGED33,61633,61600%$2.7M$2.6M-$72.3K2026-11-05
Balentine LLC
DECREASED33,52939,248-5,719-15%$3.2M$2.6M-$532.9K2026-11-03
Defined Wealth Management, LLC
INCREASED33,49433,454+40+0%$2.7M$2.6M-$68.8K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED33,41233,298+114+0%$2.7M$2.6M-$62.7K2026-11-04
Clarity Capital Advisors, LLC
DECREASED33,31333,343-300%$2.7M$2.6M-$74.1K2026-10-27
Segment Wealth Management, LLC
DECREASED33,29233,350-580%$2.7M$2.6M-$76.3K2026-10-26
Fiduciary Family Office, LLC
UNCHANGED33,28833,28800%$2.7M$2.6M-$71.6K2026-11-04
Topel & Distasi Wealth Management, LLC
DECREASED33,14033,222-820%$2.7M$2.6M-$77.9K2026-11-05
Lynx Investment Advisory
DECREASED32,96235,955-2,993-8%$2.9M$2.6M-$312.0K2026-10-27
Ascentis Independent Advisors
NEW32,945—+32,945——$2.6M—2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED32,75032,592+158+0%$2.6M$2.6M-$57.7K2026-11-02
Inspirion Wealth Advisors, LLC
INCREASED32,65832,617+41+0%$2.6M$2.6M-$61.4K2026-10-09
SAX Wealth Advisors, LLC
INCREASED32,5307,927+24,603+310%$2.3M$2.6M+$274.6K2026-10-13
Highland Capital Management, LLC
DECREASED32,52232,540-180%$2.6M$2.6M-$71.4K2026-10-26
JFS Wealth Advisors, LLC
INCREASED32,50531,984+521+2%$2.6M$2.5M-$27.9K2026-11-03
Royal Fund Management, LLC
INCREASED32,46531,060+1,405+5%$2.5M$2.5M+$43.4K2026-10-22
Goldstein Advisors, LLC
DECREASED32,38633,199-813-2%$2.7M$2.5M-$135.1K2026-10-15
Financial Freedom, LLC
DECREASED32,32940,667-8,338-20%$3.3M$2.5M-$741.4K2026-11-06
Romano Brothers and Company
INCREASED32,26332,242+21+0%$2.6M$2.5M-$67.7K2026-10-22
Duncker Streett & Co Inc
INCREASED32,17530,127+2,048+7%$2.4M$2.5M+$95.8K2026-10-27
Stevens Capital Partners
INCREASED32,13830,633+1,505+5%$2.5M$2.5M+$52.2K2026-10-29
Fell Capital Management
UNCHANGED32,13632,13600%$2.6M$2.5M-$69.1K2026-10-09
Argonautica Private Wealth Management, Inc
INCREASED32,02031,894+126+0%$2.6M$2.5M-$58.7K2026-11-02
Indivisible Partners
INCREASED31,72816,116+15,612+97%$1.3M$2.5M+$1.2M2026-10-26
Courier Capital LLC
INCREASED31,70530,635+1,070+3%$2.5M$2.5M+$18.0K2026-10-19
Sherry Group, Inc.
INCREASED31,53131,422+109+0%$2.5M$2.5M-$55.7K2026-10-09
St. Louis Trust Co
UNCHANGED31,51031,51000%$1.2M$2.5M+$1.3M2026-11-03
Rockland Trust Co
INCREASED31,47826,768+4,710+18%$2.2M$2.5M+$311.8K2026-10-05
Plimoth Trust Co LLC
INCREASED31,45130,755+696+2%$2.5M$2.5M-$11.5K2026-10-26
Clear Creek Financial Management, LLC
DECREASED31,25571,734-40,479-56%$5.8M$2.5M-$3.3M2026-10-28
Jacobi Capital Management LLC
INCREASED31,21724,705+6,512+26%$2.0M$2.4M+$457.6K2026-11-05
M Holdings Securities, Inc.
NEW31,214—+31,214——$2.5K—2026-11-03
Ironwood Financial, llc
DECREASED31,02031,165-1450%$2.5M$2.4M-$86.8K2026-10-20
DeDora Capital, Inc.
DECREASED30,96231,325-363-1%$2.5M$2.4M-$95.8K2026-10-26
Moneco Advisors, LLC
DECREASED30,83431,335-501-2%$2.5M$2.4M-$106.7K2026-11-05
Wisconsin Wealth Advisors, LLC
INCREASED30,71830,705+13+0%$2.5M$2.4M-$65.0K2026-10-08
Howland Capital Management LLC
UNCHANGED30,62830,62800%$2.5M$2.4M-$66.3K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED30,42588+30,337+34474%$7.1K$2.4M+$2.4M2026-10-30
15 Wealth Advisors LLC
NEW30,409—+30,409——$2.4M—2026-10-14
IFG Advisors, LLC
INCREASED30,25928,497+1,762+6%$2.3M$2.4M+$76.9K2026-10-15
New Wave Wealth Advisors LLC
DECREASED30,24831,385-1,137-4%$2.5M$2.5M-$78.0K2026-10-19
Principal Financial Group Inc
DECREASED30,211394,651-364,440-92%$31.8M$2.4M-$29.4M2026-11-02
Aspiriant, LLC
DECREASED30,17432,006-1,832-6%$2.6M$2.4M-$212.5K2026-10-16
Stonebridge Financial Planning Group, LLC
DECREASED30,17231,134-962-3%$2.5M$2.4M-$142.4K2026-11-06
Russell Investments Group, Ltd.
DECREASED30,01430,026-120%$2.4M$2.4M-$65.5K2026-11-06
Leelyn Smith, LLC
INCREASED29,67228,972+700+2%$2.3M$2.3M-$7.4K2026-11-03
OFC Financial Planning, LLC
INCREASED29,57829,432+146+1%$2.4M$2.3M-$51.9K2026-11-06
Patten Group, Inc.
DECREASED29,50532,922-3,417-10%$2.7M$2.3M-$338.8K2026-10-26
Bull Oak Capital, LLC
DECREASED29,45534,496-5,041-15%$2.8M$2.3M-$469.5K2026-10-23
PFW Advisors LLC
DECREASED29,03229,363-331-1%$2.4M$2.3M-$89.1K2026-10-07
Lanark Financial, Inc.
INCREASED28,85028,416+434+2%$2.3M$2.3M-$27.1K2026-10-26
Riverbend Wealth Management, LLC
INCREASED28,75724,272+4,485+18%$2.0M$2.3M+$299.5K2026-10-15
Gibson Capital, LLC
UNCHANGED28,64428,64400%$2.3M$2.2M-$61.6K2026-10-23
Hilltop National Bank
INCREASED28,61928,402+217+1%$2.3M$2.2M-$44.0K2026-10-14
Powers Advisory Group, LLC
INCREASED28,53522,455+6,080+27%$1.8M$2.2M+$428.5K2026-10-14
AFG Fiduciary Services Limited Partnership
INCREASED28,32428,242+82+0%$2.3M$2.3M+$21.0K2026-10-21
Financial Insights, Inc.
DECREASED27,89831,180-3,282-11%$2.5M$2.2M-$324.5K2026-10-27
Great Lakes Advisors, LLC
DECREASED27,88628,639-753-3%$2.3M$2.2M-$120.6K2026-11-06
RMR Capital Management, LLC
INCREASED27,83127,068+763+3%$2.2M$2.2M+$1.6K2026-10-23
Victory Financial Group, LLC
INCREASED27,47026,834+636+2%$2.2M$2.2M-$7.8K2026-10-27
Montis Financial, LLC
UNCHANGED27,03227,03200%$2.2M$2.1M-$58.1K2026-11-04
Vilga Financial Planning LLC
INCREASED26,95026,325+625+2%$2.1M$2.1M-$7.6K2026-10-09
Guardian Asset Advisors, LLC
INCREASED26,75611,220+15,536+138%$904.0K$2.1M+$1.2M2026-10-16
Rockwood Wealth Management, LLC
INCREASED26,75425,786+968+4%$2.1M$2.1M+$20.5K2026-10-27
John A. Wolfe & Associates, Inc.
INCREASED26,70625,182+1,524+6%$2.0M$2.1M+$65.4K2026-11-06
Next Level Private LLC
UNCHANGED26,58626,58600%$2.1M$2.1M-$57.2K2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED26,46922,653+3,816+17%$1.8M$2.1M+$250.5K2026-10-16
Sentinel Pension Advisors, LLC
DECREASED26,36826,739-371-1%$2.1M$2.1M-$77.7K2026-11-02
Wetzel Investment Advisors, Inc.
DECREASED26,26726,756-489-2%$2.2M$2.1M-$95.8K2026-10-13
Plancorp, LLC
DECREASED26,22827,024-796-3%$2.2M$2.1M-$48.1K2026-11-03
MY Wealth Management Inc.
DECREASED26,21726,921-704-3%$2.2M$2.1M-$113.1K2026-10-21
Cassaday & Co Wealth Management LLC
DECREASED26,11526,485-370-1%$2.1M$2.0M-$86.0K2026-10-27
Arsenal Capital Advisors LLC
INCREASED26,07524,603+1,472+6%$2.0M$2.0M+$62.6K2026-11-02
Stone Summit Wealth LLC
DECREASED26,06727,559-1,492-5%$2.2M$2.0M-$176.3K2026-10-14
ERn Financial, LLC
DECREASED26,05728,187-2,130-8%$2.3M$2.0M-$227.6K2026-10-28
Lincoln Capital Corp
UNCHANGED25,96325,96300%$2.1M$2.0M-$55.8K2026-10-13
Opulen Financial Group LLC
INCREASED25,82725,513+314+1%$2.1M$2.0M-$30.2K2026-10-22
Ascentis Wealth Management, LLC
INCREASED25,694399+25,295+6340%$32.1K$2.0M+$2.0M2026-11-03
Elevate Capital Advisors, LLC
INCREASED25,5016,707+18,794+280%$540.4K$2.0M+$1.5M2026-11-02
Smithbridge Asset Management Inc
INCREASED25,1409,140+16,000+175%$736.4K$2.0M+$1.2M2026-10-19
Mitchell Sinkler & Starr
UNCHANGED25,09625,09600%$2.0M$2.0M-$54.0K2026-10-13
Mission Wealth Management, LP
DECREASED25,05236,453-11,401-31%$2.9M$2.0M-$972.5K2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED24,81722,158+2,659+12%$1.8M$1.9M+$160.9K2026-10-15
Dynamic Wealth Strategies, LLC
DECREASED24,63031,410-6,780-22%$2.5M$1.9M-$599.2K2026-10-16
Simplicity Wealth,LLC
INCREASED24,60521,778+2,827+13%$1.8M$1.9M+$174.8K2026-10-23
Brown Miller Wealth Management, LLC
UNCHANGED24,55124,55100%$2.0M$1.9M-$52.8K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED24,40019,156+5,244+27%$1.5M$1.9M+$372.0K2026-10-13
Platform Technology Partners
INCREASED24,35022,172+2,178+10%$1.8M$1.9M+$123.2K2026-11-02
Kellett Wealth Advisors, LLC
INCREASED24,20017,007+7,193+42%$1.4M$1.9M+$527.5K2026-10-15
BOS Asset Management, LLC
DECREASED24,18424,750-566-2%$2.0M$1.9M-$97.6K2026-10-09
Clearview Wealth Management LLC
DECREASED24,08125,664-1,583-6%$2.1M$2.0M-$116.7K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED24,01923,000+1,019+4%$1.9M$1.9M+$93.3K2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED23,95591,483-67,528-74%$7.4M$1.9M-$5.5M2026-10-19
Fisher Asset Management, LLC
DECREASED23,86133,762-9,901-29%$2.7M$1.9M-$848.9K2026-11-06
New England Private Wealth Advisors LLC
INCREASED23,75317,185+6,568+38%$1.4M$1.9M+$478.4K2026-10-19
Strata Wealth Advisors, LLC
INCREASED23,68922,450+1,239+6%$1.8M$1.9M+$48.9K2026-10-16
First County Bank
DECREASED23,63823,745-1070%$1.9M$1.9M-$59.4K2026-10-13
First Citizens Bank & Trust Co
INCREASED23,56715,068+8,499+56%$1.2M$1.8M+$634.1K2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED23,46323,46300%$1.9M$1.8M-$50.4K2026-11-05
Heck Capital Advisors, LLC
INCREASED23,38322,160+1,223+6%$1.8M$1.8M+$48.3K2026-10-14
Montecito Bank & Trust
INCREASED23,33222,402+930+4%$1.8M$1.8M+$24.8K2026-10-01
Harbor Group, Inc.
DECREASED23,27523,749-474-2%$1.9M$1.8M-$88.2K2026-10-14
Strid Group, LLC
INCREASED23,27214,926+8,346+56%$1.2M$1.8M+$622.4K2026-10-28
Security Financial Services, Inc.
DECREASED23,22325,087-1,864-7%$2.0M$1.8M-$200.1K2026-10-29
Oakworth Capital, Inc.
INCREASED23,16822,324+844+4%$1.8M$1.8M+$18.6K2026-10-26
Coastline Trust Co
DECREASED23,13124,199-1,068-4%$1.9M$1.8M-$135.8K2026-10-01
Taylor & Morgan Wealth Management, LLC
DECREASED23,12524,114-989-4%$1.9M$1.8M-$129.4K2026-10-09
Fairway Wealth LLC
INCREASED23,04121,847+1,194+5%$1.8M$1.8M+$46.7K2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED23,02624,592-1,566-6%$2.0M$1.8M-$175.7K2026-11-05
Winthrop Advisory Group LLC
DECREASED22,99823,812-814-3%$1.9M$1.8M-$115.0K2026-10-22
Landmark Wealth Management, LLC
DECREASED22,74723,161-414-2%$1.9M$1.8M-$82.2K2026-11-03
Spire Wealth Management
INCREASED22,69022,182+508+2%$1.8M$1.8M-$7.9K2026-10-30
Mascagni Wealth Management, Inc.
INCREASED22,56922,547+22+0%$1.8M$1.8M-$46.7K2026-10-23
Mascoma Wealth Management LLC
INCREASED22,54714,334+8,213+57%$1.2M$1.8M+$613.2K2026-10-23
Everhart Financial Group, Inc.
INCREASED22,15921,358+801+4%$1.7M$1.7M+$16.9K2026-10-08
Willow Creek Wealth Management Inc.
DECREASED21,88822,023-135-1%$1.8M$1.7M-$58.0K2026-10-26
Omni 360 Wealth, Inc.
INCREASED21,82117,748+4,073+23%$1.4M$1.7M+$281.3K2026-10-13
Planning Strategies Inc.
DECREASED21,78522,046-261-1%$1.8M$1.7M-$67.9K2026-10-02
Sherman Asset Management, Inc.
DECREASED21,72722,553-826-4%$1.8M$1.7M-$113.2K2026-11-05
SoundView Advisors Inc.
DECREASED21,64423,152-1,508-7%$1.9M$1.7K-$1.9M2026-11-04
Optima Capital LLC
DECREASED21,61622,550-934-4%$1.8M$1.7M-$121.7K2026-10-29
Biltmore Family Office, LLC
UNCHANGED21,57221,57200%$1.7M$1.7M-$46.4K2026-11-03
waypoint wealth counsel
INCREASED21,54721,539+8+0%$1.7M$1.7M-$45.7K2026-10-22
Waystone Advisors LLC
DECREASED21,51321,997-484-2%$1.8M$1.7M-$39.0K2026-10-16
Gamma Investing LLC
DECREASED21,41621,448-320%$1.7M$1.7M-$48.6K2026-10-08
First National Trust Co
INCREASED21,38920,379+1,010+5%$1.6M$1.7M+$35.4K2026-10-28
Yoffe Investment Management, LLC
UNCHANGED21,37821,37800%$1.7M$1.7M-$46.0K2026-11-02
Capital Squared Financial LLC
INCREASED21,13717,921+3,216+18%$1.4M$1.7M+$213.7K2026-10-30
Certuity, LLC
INCREASED21,09519,167+1,928+10%$1.5M$1.7M+$110.0K2026-11-02
KFG LLC
NEW20,964—+20,964——$1.6M—2026-11-02
Dala Group, LLC
DECREASED20,92721,052-125-1%$1.7M$1.6M-$55.0K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED20,92524,316-3,391-14%$2.0M$1.6M-$318.2K2026-10-21
Dana Investment Advisors, Inc.
DECREASED20,81622,115-1,299-6%$1.8M$1.6M-$149.4K2026-11-06
Aspen Investment Management Inc
DECREASED20,77420,889-115-1%$1.7K$1.6K-$542026-11-05
Graetz Wealth LLC
INCREASED20,75520,455+300+1%$1.6M$1.6M-$20.4K2026-10-27
Intrua Financial, LLC
DECREASED20,68323,257-2,574-11%$1.9M$1.6M-$251.8K2026-10-28
Calder Financial LLC
DECREASED20,64621,367-721-3%$1.7M$1.6M-$102.5K2026-10-13
Interchange Capital Partners, LLC
UNCHANGED20,60020,60000%$1.7M$1.6M-$44.2K2026-10-28
Catalyst Financial Partners LLC
INCREASED20,50911,020+9,489+86%$887.9K$1.6M+$720.4K2026-11-06
Heritage Wealth Management, Inc.
INCREASED20,47319,855+618+3%$1.6M$1.6M+$5.8K2026-10-28
Old National Bancorp
DECREASED20,33820,686-348-2%$1.7M$1.6M-$71.8K2026-10-20
Appleton Partners Inc
INCREASED20,26620,246+20+0%$1.6M$1.6K-$1.6M2026-10-30
Chapin Davis, Inc.
INCREASED20,15618,789+1,367+7%$1.5M$1.6M+$66.8K2026-10-09
CVS Health Corp
NEW20,000—+20,000——$1.6M—2026-11-05
TrueWealth Advisors, LLC
INCREASED19,92619,911+15+0%$1.6M$1.6M-$41.6K2026-10-09
CFC Planning Co LLC
INCREASED19,90718,992+915+5%$1.5M$1.6M+$31.1K2026-10-28
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED19,89219,89200%$1.6M$1.6M-$42.8K2026-10-19
Bangor Savings Bank
DECREASED19,87623,571-3,695-16%$1.9M$1.6M-$340.4K2026-10-06
Eagle Wealth Strategies LLC
INCREASED19,77719,716+61+0%$1.6M$1.6M-$37.7K2026-10-20
Richmond Investment Services, LLC
DECREASED19,75322,132-2,379-11%$1.8M$1.5M-$234.2K2026-10-29
Golden State Wealth Management, LLC
INCREASED19,67718,658+1,019+5%$1.5M$1.5M+$39.7K2026-11-02
Mogy Joel R Investment Counsel Inc
INCREASED19,56919,120+449+2%$1.5M$1.5M-$5.9K2026-10-13
B&D White Capital Company, LLC
DECREASED19,54319,891-348-2%$1.6M$1.5M-$70.1K2026-11-02
Fermata Advisors, LLC
INCREASED19,51019,068+442+2%$1.5M$1.5M-$6.3K2026-10-13
Voisard Asset Management Group, Inc.
UNCHANGED19,46819,46800%$1.6M$1.5M-$41.9K2026-10-13
Blueprint Investment Partners LLC
DECREASED19,35121,540-2,189-10%$1.7M$1.5M-$218.0K2026-10-28
Harbor Investment Advisory, LLC
DECREASED19,29220,494-1,202-6%$1.7M$1.5M-$138.3K2026-10-13
Mustard Seed Financial, LLC
INCREASED19,27819,167+111+1%$1.5M$1.5M-$32.5K2026-10-30
Legacy Trust
UNCHANGED19,22419,22400%$1.5M$1.6M+$17.1K2026-11-06
FF Advisors,LLC
DECREASED19,19722,308-3,111-14%$1.8M$1.5M-$291.9K2026-10-21
Watershed Private Wealth LLC
DECREASED19,19620,100-904-4%$1.6M$1.5M-$114.1K2026-10-30
Bath Savings Trust Co
INCREASED19,19117,761+1,430+8%$1.4M$1.5M+$74.0K2026-10-07
AAF Wealth Management, LLC
DECREASED19,14520,165-1,020-5%$1.6M$1.5M-$123.3K2026-10-28
Essex LLC
DECREASED19,08819,319-231-1%$1.6M$1.5M-$59.7K2026-10-14
Moss Adams Wealth Advisors LLC
INCREASED19,02918,400+629+3%$1.5M$1.5M+$9.8K2026-10-28
Redwood Family Wealth LLC
DECREASED19,02719,046-190%$1.5M$1.5M-$42.5K2026-10-20
Gainline Financial Partners, LLC
DECREASED18,91720,620-1,703-8%$1.7M$1.5M-$177.9K2026-10-15
SBK Financial, Inc.
UNCHANGED18,90918,90900%$1.5M$1.5M-$40.7K2026-11-02
Beacon Financial Group
DECREASED18,88319,700-817-4%$1.6M$1.5M-$106.4K2026-10-19
Asset Dedication, LLC
INCREASED18,81918,756+63+0%$1.5M$1.5M-$35.4K2026-11-03
Elevatus Welath Management
INCREASED18,75111,047+7,704+70%$890.0K$1.5M+$580.4K2026-10-19
Fiera Capital Corp
UNCHANGED18,71618,71600%$1.5M$1.5M-$40.2K2026-11-06
Level Wealth Management LLC
UNCHANGED18,62218,62200%$1.5M$1.5M-$40.0K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED18,45517,299+1,156+7%$1.4M$1.4M+$53.5K2026-11-04
Pacific Park Financial, Inc.
INCREASED18,38818,150+238+1%$1.5M$1.4M-$20.4K2026-10-13
Evergreen Capital Management LLC
UNCHANGED18,38818,38800%$1.5M$1.4M-$39.5K2026-10-23
Impact Capital Partners LLC
INCREASED18,27717,188+1,089+6%$1.4M$1.4M+$48.5K2026-10-22
Quantum Financial Partners LLC
DECREASED18,26518,292-270%$1.5M$1.4M-$41.4K2026-10-19
EagleClaw Capital Managment, LLC
DECREASED18,23018,260-300%$1.5M$1.4M-$41.6K2026-11-06
Granville Capital, Inc.
INCREASED18,12418,093+31+0%$1.5M$1.4M-$36.5K2026-11-05
Fulton Bank, N.A.
DECREASED18,02820,656-2,628-13%$1.7M$1.4M-$250.5K2026-10-14
Trueblood Wealth Management, LLC
INCREASED17,91016,800+1,110+7%$1.4M$1.4M+$51.0K2026-10-23
Paragon Private Wealth Management, LLC
INCREASED17,75516,185+1,570+10%$1.3M$1.4M+$88.3K2026-10-20
Grange Capital, LLC
DECREASED17,75221,068-3,316-16%$1.7M$1.4M-$305.4K2026-10-20
LJI Wealth Management, LLC
DECREASED17,74918,317-568-3%$1.5M$1.4M-$84.0K2026-10-28
Revisor Wealth Management LLC
INCREASED17,65617,253+403+2%$1.4M$1.4M+$20.9K2026-10-20
Hourglass Capital, LLC
UNCHANGED17,64017,64000%$1.4M$1.4M-$37.9K2026-10-26
Simon Quick Advisors, LLC
INCREASED17,56817,286+282+2%$1.4M$1.4M-$15.1K2026-10-26
Etesian Wealth Advisors, Inc.
INCREASED17,56117,440+121+1%$1.4M$1.4M-$28.0K2026-10-27
3Chopt Investment Partners, LLC
UNCHANGED17,47217,47200%$1.4M$1.4M-$37.6K2026-10-30
SeaBridge Investment Advisors LLC
NEW17,444—+17,444——$1.4M—2026-11-02
Olio Financial Planning
INCREASED17,41317,384+29+0%$1.4M$1.4M-$35.1K2026-10-22
Summit Investment Advisory Services, LLC
INCREASED17,39317,339+54+0%$1.4M$1.4M-$33.0K2026-11-03
Wilkins Miller Wealth Management, LLC
INCREASED17,39216,958+434+3%$1.4M$1.4M-$2.4K2026-10-13
First Security Investment Management, Inc.
DECREASED17,37317,879-506-3%$1.4M$1.4M-$78.1K2026-11-05
Hurlow Wealth Management Group, Inc.
UNCHANGED17,24417,24400%$1.4M$1.4M-$37.1K2026-10-29
Southland Equity Partners LLC
DECREASED17,20217,264-620%$1.4M$1.3M-$42.0K2026-10-14
Calamos Advisors LLC
UNCHANGED17,15617,15600%$1.4M$1.3M-$36.9K2026-11-02
Community Trust & Investment Co
INCREASED17,06215,704+1,358+9%$1.3M$1.3M+$72.7K2026-10-15
Sidoxia Capital Management, LLC
INCREASED16,99516,818+177+1%$1.4M$1.3M-$22.3K2026-10-28
TME Financial, Inc.
INCREASED16,86016,047+813+5%$1.3M$1.3M+$29.2K2026-10-14
Delta Financial Advisors LLC
INCREASED16,85516,482+373+2%$1.3M$1.3M-$6.3K2026-10-27
Madrid Wealth Management, LLC
DECREASED16,85217,492-640-4%$1.4M$1.3M-$87.8K2026-10-23
Keystone Wealth Services, LLC
INCREASED16,76014,659+2,101+14%$1.2M$1.3M+$143.7K2026-11-03
Hegarty Advisors, LLC
INCREASED16,71414,204+2,510+18%$1.1M$1.3M+$166.3K2026-10-20
SteelPeak Wealth, LLC
DECREASED16,69916,733-340%$1.3M$1.3M-$38.6K2026-10-16
High Note Wealth, LLC
DECREASED16,69117,218-527-3%$1.4M$1.3M-$78.3K2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED16,62620,406-3,780-19%$1.6M$1.3M-$340.3K2026-10-16
MidAtlantic Capital Management, Inc.
INCREASED16,57716,470+107+1%$1.3M$1.3M-$27.0K2026-11-05
ARK & TLK Investments, LLC
DECREASED16,49517,409-914-5%$1.4M$1.3M-$109.1K2026-10-20
Trust Co of Toledo NA
INCREASED16,40316,178+225+1%$1.3M$1.3M-$17.1K2026-10-16
Financial Planning Navigators Corp
DECREASED16,40016,475-750%$1.3M$1.3M-$41.2K2026-10-14
Tabr Capital Management, LLC
INCREASED16,23615,837+399+3%$1.3M$1.3M-$2.8K2026-10-20
Greenspring Advisors, LLC
INCREASED16,1648,022+8,142+102%$646.4K$1.3M+$621.3K2026-11-05
Aire Advisors, LLC
INCREASED16,15016,140+10+0%$1.3M$1.3M-$33.9K2026-10-22
Tactive Advisors, LLC
DECREASED16,12817,099-971-6%$1.4M$1.3M-$112.9K2026-10-08
Clayton Financial Group LLC
INCREASED16,11815,602+516+3%$1.3M$1.3M+$6.9K2026-10-13
Omega Financial Group, LLC
DECREASED16,03616,203-167-1%$1.3M$1.3M-$47.9K2026-10-29
Wealth Architects, LLC
INCREASED16,01615,908+108+1%$1.3M$1.3M-$25.7K2026-11-03
Moneywise, Inc.
DECREASED15,95326,411-10,458-40%$2.1M$1.3M-$876.9K2026-10-30
Donor Advised Charitable Giving, Inc.
UNCHANGED15,94815,94800%$1.3M$1.3M-$34.3K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED15,91413,020+2,894+22%$1.0M$1.2M+$198.9K2026-11-04
CJM Wealth Advisers, Ltd.
UNCHANGED15,88015,88000%$1.3M$1.2M-$34.1K2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED15,87415,659+215+1%$1.3M$1.2M-$16.8K2026-10-29
Hiley Hunt Wealth Management
INCREASED15,77415,742+32+0%$1.3M$1.2M-$31.3K2026-10-08
Elm3 Financial Group, LLC
DECREASED15,73815,848-110-1%$1.3M$1.2M-$42.7K2026-10-07
Blossom Wealth Management
INCREASED15,70315,283+420+3%$1.2M$1.2M+$782026-11-03
TritonPoint Partners, LLC
DECREASED15,69339,956-24,263-61%$3.2M$1.2M-$2.0M2026-11-05
Forum Financial Management, LP
INCREASED15,68915,576+113+1%$1.3M$1.2M-$24.6K2026-10-16
Investors Asset Management of Georgia Inc
INCREASED15,63413,535+2,099+16%$1.1M$1.2M+$135.5K2026-10-20
Signaturefd, LLC
INCREASED15,57112,669+2,902+23%$1.0M$1.2M+$200.4K2026-10-23
Kelleher Financial Advisors
DECREASED15,52733,970-18,443-54%$2.7M$1.2M-$1.5M2026-10-30
Wealth Management Nebraska
INCREASED15,50915,113+396+3%$1.2M$1.2M-$1.4K2026-10-26
Tenzing Financial LLC
INCREASED15,45915,457+2+0%$1.3M$1.2M-$12.5K2026-11-03
Waldron Private Wealth LLC
DECREASED15,38715,481-94-1%$1.2M$1.2M-$40.7K2026-11-02
Mitchell Capital Management Co
INCREASED15,26614,484+782+5%$1.2M$1.2M+$30.2K2026-10-29
Pinnacle Bancorp, Inc.
DECREASED15,25515,576-321-2%$1.3M$1.2M-$58.7K2026-10-21
WBH Advisory Inc
INCREASED15,24115,205+36+0%$1.2M$1.2M-$29.9K2026-11-05
First Community Trust NA
INCREASED15,23713,268+1,969+15%$1.1M$1.2M+$125.9K2026-10-07
OFS Enterprise LLC
DECREASED15,23415,406-172-1%$1.2M$1.2M-$46.6K2026-10-16
Lee, Kelleher & Klein Wealth Management
DECREASED15,21515,340-125-1%$1.2M$1.2M-$42.8K2026-10-08
Gryphon Financial Partners LLC
DECREASED15,14515,934-789-5%$1.3M$1.2M-$96.1K2026-11-04
Thrive Capital Management, LLC
INCREASED15,10612,493+2,613+21%$1.0M$1.2M+$178.1K2026-10-28
Wernau Asset Management Inc.
INCREASED15,10014,981+119+1%$1.2M$1.2M-$22.9K2026-10-19
Blueprint Financial Advisors LLC
DECREASED15,04717,426-2,379-14%$1.4M$1.2M-$224.0K2026-10-28
Evanson Financial, LLC
INCREASED15,03614,998+38+0%$1.2M$1.2M-$29.3K2026-10-23
Triangle Securities Wealth Management
UNCHANGED15,01615,01600%$1.2M$1.2M-$32.3K2026-10-14
Kuhn & Co Investment Counsel
UNCHANGED15,01515,01500%$1.2M$1.2M-$32.3K2026-10-29
Sachem Hill LLC
DECREASED15,00216,766-1,764-11%$1.4M$1.2M-$174.4K2026-10-14
Lutz Financial Services LLC
DECREASED14,99615,159-163-1%$1.2M$1.2M-$45.4K2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED14,97314,968+5+0%$1.2M$1.2M-$31.8K2026-10-29
Great Diamond Partners, LLC
DECREASED14,88915,189-300-2%$1.2M$1.2M-$56.2K2026-10-13
International Assets Investment Management, LLC
INCREASED14,84913,989+860+6%$1.1M$1.2M+$50.4K2026-11-02
Greenhouse Wealth Management, LLC
INCREASED14,60013,692+908+7%$1.1M$1.1M+$41.8K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED14,59114,963-372-2%$1.2M$1.1M-$61.3K2026-10-14
BCM Advisors, LLC
DECREASED14,57453,733-39,159-73%$4.3M$1.2M-$3.1M2026-11-03
Bluestem Financial Advisors, LLC
DECREASED14,51014,633-123-1%$1.2M$1.1M-$41.0K2026-10-20
Cdkv Holdings LLC
INCREASED14,50013,650+850+6%$1.1M$1.1M+$37.3K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED14,47113,952+519+4%$1.1M$1.1M+$10.7K2026-11-02
Novem Group
DECREASED14,42119,183-4,762-25%$1.5M$1.1M-$414.7K2026-10-19
Advisory Advocates, LLC
INCREASED14,40511,662+2,743+24%$939.6K$1.1M+$190.0K2026-11-05
Seek First Inc.
INCREASED14,38814,336+52+0%$1.2M$1.1M-$26.7K2026-10-27
Gibbs Wealth Management
INCREASED14,3169,470+4,846+51%$763.0K$1.1M+$359.7K2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED14,24914,273-240%$1.1M$1.1M-$32.5K2026-11-02
Forza Wealth Management, LLC
INCREASED14,19013,315+875+7%$1.1M$1.1M+$40.0K2026-10-20
FSM Wealth Advisors, LLC
INCREASED14,1709,174+4,996+54%$739.2K$1.1M+$400.1K2026-10-27
Stephen J. Garry & Associates, LLC
DECREASED14,15715,686-1,529-10%$1.3M$1.1M-$153.6K2026-11-05
Parkside Financial Bank & Trust
INCREASED14,1428,515+5,627+66%$686.0K$1.1M+$423.0K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED14,11913,878+241+2%$1.1M$1.1M-$11.0K2026-10-27
WealthBridge Capital Management, LLC
DECREASED14,11714,169-520%$1.1M$1.1M-$34.5K2026-10-16
Murphy & Mullick Capital Management Corp
DECREASED14,07214,100-280%$1.1M$1.1M-$32.5K2026-11-02
Fortitude Advisory Group L.L.C.
DECREASED14,06914,527-458-3%$1.2M$1.1M-$67.1K2026-10-15
Guyasuta Investment Advisors Inc
DECREASED14,03914,919-880-6%$1.2M$1.1M-$101.1K2026-10-15
Droms Strauss Advisors Inc
INCREASED13,97313,965+8+0%$1.1M$1.1M-$29.4K2026-11-03
Plan Group Financial, LLC
UNCHANGED13,90413,90400%$1.1M$1.1M+$5.0K2026-10-22
MilWealth Group LLC
DECREASED13,84413,947-103-1%$1.1M$1.1M-$38.1K2026-11-02
Randolph Co Inc
UNCHANGED13,77613,77600%$1.1M$1.1M-$29.6K2026-10-23
Longview Financial Advisors, Inc.
DECREASED13,74615,177-1,431-9%$1.2M$1.1M-$144.8K2026-10-09
Physician Wealth Advisors, Inc.
INCREASED13,7348,800+4,934+56%$709.1K$1.1M+$368.0K2026-10-20
Bluedoor Private Wealth, LLC
INCREASED13,72813,633+95+1%$1.1M$1.1M-$21.9K2026-11-05
Kennebec Savings Bank
DECREASED13,70113,940-239-2%$1.1M$1.1M-$48.7K2026-10-22
KPP Advisory Services LLC
DECREASED13,70016,184-2,484-15%$1.3M$1.1M-$229.6K2026-10-26
FC Advisory LLC
INCREASED13,6778,280+5,397+65%$667.1K$1.1M+$405.4K2026-10-05
Tranquility Partners, LLC
INCREASED13,61413,376+238+2%$1.1M$1.1M-$10.1K2026-10-20
Warwick Investment Management, Inc.
INCREASED13,61013,607+3+0%$1.1M$1.1M-$29.0K2026-10-19
NBT Bank, N.A.
DECREASED13,58415,604-2,020-13%$1.3M$1.1M-$192.0K2026-10-21
Adamsbrown Wealth Consultants LLC
INCREASED13,58312,249+1,334+11%$986.9K$1.1M+$78.3K2026-10-20
LifePlan Financial, LLC
INCREASED13,56513,080+485+4%$1.1M$1.1M+$36.8K2026-10-13
Kwmg, LLC
DECREASED13,55613,586-300%$1.1M$1.1M-$31.6K2026-10-07
One Way Holdings LLC
INCREASED13,4716,152+7,319+119%$495.7K$1.1M+$560.7K2026-10-29
Collective Family Office LLC
INCREASED13,40513,268+137+1%$1.1M$1.1M-$17.8K2026-10-05
SC&H Financial Advisors, Inc.
UNCHANGED13,33413,33400%$1.1M$1.0M-$28.6K2026-10-14
Bryn Mawr Trust Advisors, LLC
DECREASED13,23314,617-1,384-9%$1.2M$1.0M-$140.0K2026-11-04
Autumn Glory Partners, LLC
UNCHANGED13,13213,13200%$1.1M$1.0M-$28.2K2026-10-26
NTV Asset Management LLC
INCREASED13,07413,073+1+0%$1.1M$1.0M-$28.0K2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED13,05613,021+35+0%$1.0M$1.0M-$25.3K2026-11-05
Vista Investment Partners II, LLC
DECREASED13,04914,443-1,394-10%$1.2M$1.0M-$140.4K2026-10-15
Apex Wealth Management, LLC
INCREASED13,03913,000+39+0%$1.0M$1.0M-$24.9K2026-10-20
Midland Wealth Advisors, LLC
INCREASED12,99412,447+547+4%$1.0M$1.0M+$16.1K2026-10-26
Breakwater Capital Group
INCREASED12,88812,879+9+0%$1.0M$1.0M-$27.0K2026-10-09
Kohmann Bosshard Financial Services, LLC
UNCHANGED12,82512,82500%$1.0M$1.0M-$27.6K2026-11-04
First Business Financial Services, Inc.
UNCHANGED12,82012,82000%$1.0M$1.0M-$27.6K2026-10-29
Carmel Capital Partners, LLC
UNCHANGED12,80012,80000%$1.0M$1.0M-$27.5K2026-11-03
Cypress Capital Group
DECREASED12,79413,368-574-4%$1.1M$1.0M-$73.8K2026-11-03
Apollon Financial, LLC
INCREASED12,78311,264+1,519+13%$907.5K$1.0M+$94.9K2026-10-23
Clark Asset Management, LLC
UNCHANGED12,77812,77800%$1.0M$1.0M-$27.4K2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED12,76013,041-281-2%$1.1M$1.0M-$50.0K2026-10-27
Geneva Partners, LLC
DECREASED12,75713,026-269-2%$1.0M$1.0M-$48.1K2026-10-26
Detalus Advisors, LLC
INCREASED12,71612,144+572+5%$978.4K$997.2K+$18.7K2026-10-15
Darden Wealth Group Inc
UNCHANGED12,71212,71200%$1.0M$996.9K-$27.3K2026-11-06
National Wealth Management Group, LLC
DECREASED12,67712,731-540%$1.0M$994.1K-$31.6K2026-10-26
Curbstone Financial Management Corp
UNCHANGED12,63212,63200%$1.0M$990.6K-$27.2K2026-10-21
True North Advisors, LLC
INCREASED12,6078,798+3,809+43%$708.9K$988.6K+$279.7K2026-10-22
Ballast Rock Private Wealth LLC
INCREASED12,58012,537+43+0%$1.0M$986.5K-$23.6K2026-10-26
Journey Advisory Group, LLC
DECREASED12,54812,558-100%$1.0M$984.0K-$27.8K2026-11-04
Tsfg, LLC
DECREASED12,52143,391-30,870-71%$3.5M$982-$3.5M2026-10-23
Covenant Asset Management, LLC
DECREASED12,50514,078-1,573-11%$1.1M$980.6K-$153.6K2026-10-14
Shade Tree Advisors LLC
UNCHANGED12,50012,50000%$1.0M$980.3K-$26.9K2026-10-22
Arcadia Investment Advisors LLC
DECREASED12,41292,159-79,747-87%$7.4M$973.4K-$6.5M2026-10-13
L. Roy Papp & Associates, LLP
INCREASED12,39411,820+574+5%$952.3K$972.0K+$19.7K2026-10-21
Sightline Wealth Advisors, LLC
INCREASED12,3458,199+4,146+51%$660.6K$968.1K+$307.4K2026-10-21
McGuire Investment Group, LLC
INCREASED12,32212,295+27+0%$990.6K$966.3K-$24.3K2026-10-23
Garde Capital, Inc.
DECREASED12,32013,063-743-6%$1.1M$966.1K-$86.4K2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED12,2726,520+5,752+88%$525.3K$962.4K+$437.1K2026-10-05
626 Financial, LLC
INCREASED12,26311,792+471+4%$950.1K$961.6K+$11.5K2026-11-04
Farnam Financial LLC
INCREASED12,25412,244+10+0%$986.5K$985.2K-$1.3K2026-10-21
Capital Investment Advisors, LLC
DECREASED12,19312,333-140-1%$993.7K$956.2K-$37.5K2026-10-22
Pecaut & Co.
DECREASED12,16712,336-169-1%$993.9K$954.2K-$39.7K2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED12,13512,265-130-1%$988.2K$951.6K-$36.6K2026-10-21
Kieckhefer Group LLC
UNCHANGED12,08412,08400%$973.6K$947.6K-$26.0K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED12,04311,553+490+4%$930.8K$944.4K+$13.6K2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED12,01311,347+666+6%$914.2K$942.1K+$27.9K2026-10-29
Nottingham Advisors, Inc.
INCREASED11,9327,932+4,000+50%$633.9K$948.3K+$314.4K2026-10-29
Mcdonald Partners LLC
INCREASED11,91911,293+626+6%$909.9K$934.7K+$24.8K2026-11-03
Wiregrass Investment Management LLC
UNCHANGED11,89411,89400%$958.3K$932.7K-$25.6K2026-11-05
J2 Capital Management Inc
INCREASED11,81411,670+144+1%$940.3K$926.4K-$13.8K2026-10-19
Uhlmann Price Securities, LLC
NEW11,804—+11,804——$925.6K—2026-11-03
Melone Private Wealth, LLC
DECREASED11,74914,524-2,775-19%$1.2M$921.4K-$248.8K2026-10-16
Aufman Associates Inc
INCREASED11,66311,621+42+0%$936.3K$914.6K-$21.7K2026-11-04
Lyell Wealth Management, LP
INCREASED11,6327,632+4,000+52%$614.9K$912.2K+$297.3K2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED11,6084,192+7,416+177%$338.0K$910-$337.1K2026-10-14
Tenet Wealth Partners, LLC
INCREASED11,49511,220+275+2%$908.9K$901.4K-$7.5K2026-10-19
Focused Alpha, LLC
INCREASED11,47310,950+523+5%$882.3K$899.7K+$17.5K2026-10-20
Tower Trust & Investment Co
DECREASED11,46711,519-520%$928.0K$899.2K-$28.7K2026-10-28
Howard Financial Services, Ltd.
UNCHANGED11,44411,44400%$922.0K$897.4K-$24.6K2026-10-15
Traphagen Investment Advisors LLC
INCREASED11,43711,134+303+3%$897.1K$896.9K-$1692026-10-14
Strategic Blueprint, LLC
INCREASED11,35611,019+337+3%$887.8K$890.6K+$2.8K2026-10-22
Monetary Solutions, Ltd
INCREASED11,3369,356+1,980+21%$753.8K$889.0K+$135.2K2026-10-22
Fiduciary Financial Group, LLC
UNCHANGED11,32111,32100%$912.1K$887.8K-$24.3K2026-10-13
Bedel Financial Consulting, Inc.
DECREASED11,29311,687-394-3%$941.6K$885.6K-$56.0K2026-11-06
Acorn Wealth Advisors, LLC
INCREASED11,2808,300+2,980+36%$668.8K$884.6K+$215.8K2026-10-19
Silvia Mccoll Wealth Management, LLC
DECREASED11,21511,490-275-2%$925.7K$879.5K-$46.3K2026-10-07
Legacy Wealth Management, LLC
NEW11,211—+11,211——$879.2K—2026-10-22
Asset Advisory Group, Inc.
DECREASED11,20711,474-267-2%$924.5K$878.9K-$45.6K2026-10-20
ETF Store, Inc.
DECREASED11,20511,404-199-2%$918.8K$878.7K-$40.2K2026-10-19
Bestgate Wealth Advisors, LLC
INCREASED11,1809,580+1,600+17%$771.9K$876.7K+$104.9K2026-10-13
Peterson Wealth Advisors, LLC
DECREASED11,11311,277-164-1%$908.6K$871.4K-$37.2K2026-10-08
Private Wealth Group, LLC
UNCHANGED11,11211,11200%$895.3K$871.4K-$23.9K2026-10-19
Outbound Financial Inc
UNCHANGED10,98810,98800%$885.3K$861.7K-$23.6K2026-10-13
Legacy Private Trust Co.
INCREASED10,98410,604+380+4%$854.4K$861.4K+$7.0K2026-10-06
Chemistry Wealth Management LLC
INCREASED10,98010,974+6+0%$884.2K$861.1K-$23.1K2026-10-16
Diversified Portfolios, Inc.
INCREASED10,97210,937+35+0%$881.2K$860.5K-$20.8K2026-11-04
Greenleaf Trust
INCREASED10,9544,442+6,512+147%$357.9K$859.0K+$501.1K2026-10-29
Grandfield & Dodd, LLC
INCREASED10,89210,747+145+1%$866.0K$854.2K-$11.7K2026-10-29
Guardian Financial Partners, LLC
INCREASED10,88010,840+40+0%$873.4K$853.2K-$20.2K2026-11-04
Angeles Wealth Management, LLC
DECREASED10,86611,216-350-3%$903.7K$852.1K-$51.6K2026-10-26
Independence Bank of Kentucky
INCREASED10,77610,386+390+4%$836.8K$845.1K+$8.3K2026-10-26
Sloy Dahl & Holst, LLC
INCREASED10,73510,721+14+0%$863.8K$841.8K-$21.9K2026-10-14
Summit Wealth Group LLC / Co
DECREASED10,72310,837-114-1%$873.1K$840.9K-$32.2K2026-10-29
Strategic Wealth Advisors LLC
INCREASED10,7162,280+8,436+370%$661$840.3K+$839.7K2026-11-06
Churchill Financial Advisors, LLC
DECREASED10,71610,734-180%$864.8K$840.3K-$24.5K2026-10-20
Moors & Cabot, Inc.
INCREASED10,66210,247+415+4%$825.6K$836.1K+$10.5K2026-11-06
Livet Wealth, LLC
INCREASED10,6569,305+1,351+15%$749.7K$835.6K+$85.9K2026-10-27
American National Bank & Trust
INCREASED10,61410,374+240+2%$835.8K$832.3K-$3.5K2026-10-07
Ti-Trust, Inc
UNCHANGED10,58410,58400%$852.8K$830.0K-$22.8K2026-10-21
Horst & Graben Wealth Management LLC
DECREASED10,55010,728-178-2%$862.5K$827.4K-$35.2K2026-11-02
Daviman Financial, LLC
INCREASED10,48510,476+9+0%$844.1K$822.3K-$21.8K2026-11-06
Mengis Capital Management, Inc.
INCREASED10,4608,959+1,501+17%$721.9K$820.3K+$98.4K2026-10-13
Root Financial Partners, LLC
DECREASED10,39716,058-5,661-35%$1.3M$815.3K-$478.4K2026-10-21
Galvin, Gaustad & Stein, LLC
DECREASED10,37710,786-409-4%$869.0K$813.8K-$55.2K2026-10-08
Aaron Wealth Advisors LLC
DECREASED10,36810,647-279-3%$857.8K$813.1K-$44.8K2026-10-13
Sonata Capital Group Inc
UNCHANGED10,32810,32800%$832.1K$809.9K-$22.2K2026-10-19
Willis Investment Counsel
UNCHANGED10,26810,26800%$827.3K$805.2K-$22.1K2026-10-20
Park National Corp
DECREASED10,21913,672-3,453-25%$1.1M$801.4K-$300.0K2026-10-05
Foster Dykema Cabot & Partners, LLC
UNCHANGED10,19210,19200%$821.2K$799.3K-$21.9K2026-10-30
Penobscot Investment Management Company, Inc.
UNCHANGED10,17210,17200%$819.6K$797.7K-$21.9K2026-10-26
Eagle Bay Advisors LLC
DECREASED10,15110,168-170%$819.2K$796.0K-$23.2K2026-10-16
Noble Wealth Management PBC
DECREASED10,13110,269-138-1%$827.4K$794.4K-$33.0K2026-10-01
Annex Advisory Services, LLC
INCREASED10,1089,375+733+8%$755.3K$792.6K+$37.3K2026-10-16
Antonelli Financial Advisors, LLC
DECREASED10,08010,638-558-5%$857.0K$791.0K-$66.0K2026-10-13
Astra Wealth Partners LLC
DECREASED10,07010,083-130%$812.4K$789.7K-$22.7K2026-11-06
Davidson Trust Co
INCREASED10,0359,480+555+6%$763.8K$787.0K+$23.2K2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED10,0049,996+8+0%$805.4K$784.5K-$20.8K2026-10-14
Searle & Co.
INCREASED10,0008,372+1,628+19%$674.5K$784.2K+$109.7K2026-11-04
Financial Security Advisor, Inc.
INCREASED9,9649,813+151+2%$790.6K$781.3K-$9.3K2026-11-03
SpringVest Wealth Management LLC
DECREASED9,95610,644-688-6%$857.6K$780.8K-$76.8K2026-10-27
Stonebridge Financial Group, LLC
INCREASED9,9309,523+407+4%$767.3K$778.7K+$11.4K2026-10-01
Mann Financial Group, Inc.
NEW9,875—+9,875——$774.4K—2026-10-15
Sara-Bay Financial
INCREASED9,8579,318+539+6%$750.8K$773.0K+$22.2K2026-10-21
Diligent Investors, LLC
UNCHANGED9,8299,82900%$792.0K$770.8K-$21.1K2026-10-21
Howard Capital Management Group, LLC
UNCHANGED9,8129,81200%$790.6K$769.5K-$21.1K2026-10-16
DecisionMap Wealth Management, LLC
INCREASED9,8068,592+1,214+14%$692.3K$769.0K+$76.7K2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED9,7969,79600%$789.3K$768.2K-$21.1K2026-10-09
Plan A Wealth LLC
DECREASED9,78510,303-518-5%$830.1K$767.4K-$62.7K2026-10-08
BIP Wealth, LLC
INCREASED9,7819,144+637+7%$736.8K$767.0K+$30.3K2026-10-22
Avantax Planning Partners, Inc.
INCREASED9,7409,352+388+4%$753.5K$763.8K+$10.3K2026-11-03
Financial Symmetry Inc
DECREASED9,6449,721-77-1%$783.2K$756.3K-$26.9K2026-10-06
Equitable Trust Co
UNCHANGED9,6399,63900%$776.6K$755.9K-$20.7K2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED9,62210,052-430-4%$809.9K$754.6K-$55.3K2026-10-23
LEE Danner & Bass Inc
UNCHANGED9,6209,62000%$775.1K$754.4K-$20.7K2026-10-27
Fortem Financial Group, LLC
DECREASED9,5589,620-62-1%$775.1K$749.5K-$25.5K2026-10-20
Sound Income Strategies, LLC
DECREASED9,51122,745-13,234-58%$1.8M$764.7K-$1.1M2026-10-09
Optivise Advisory Services LLC
INCREASED9,4788,974+504+6%$723.0K$743.2K+$20.2K2026-10-19
Welch Group, LLC
INCREASED9,4719,454+17+0%$761.7K$742.7K-$19.0K2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED9,4489,036+412+5%$275.2K$259.1K-$16.1K2026-10-21
Integrity Wealth Partners, LLC
NEW9,374—+9,374——$735.1K—2026-10-14
EdgeRock Capital LLC
INCREASED9,3347,932+1,402+18%$639.1K$732.0K+$92.9K2026-11-03
Networth Advisors, LLC
INCREASED9,3039,269+34+0%$746.8K$729.6K-$17.3K2026-11-03
First Interstate Bank
INCREASED9,2619,257+4+0%$745.8K$726.2K-$19.6K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED9,2049,20400%$741.6K$721.8K-$19.8K2026-10-27
Rinkey Investments
DECREASED9,1749,228-54-1%$743.5K$719.4K-$24.1K2026-10-28
Beacon Capital Management, LLC
INCREASED9,1689,159+9+0%$737.9K$719.0K-$18.9K2026-10-23
Palisade Asset Management, LLC
UNCHANGED9,1499,14900%$737.1K$717.5K-$19.7K2026-11-03
Waters Parkerson & Co., LLC
INCREASED9,1376,387+2,750+43%$514.6K$716.5K+$201.9K2026-11-04
North Star Investment Management Corp.
INCREASED9,1229,114+8+0%$734.3K$715.3K-$19.0K2026-10-27
Accel Wealth Management
INCREASED9,0808,164+916+11%$657.8K$712.1K+$54.3K2026-10-13
Klingman & Associates, LLC
INCREASED9,0283,747+5,281+141%$301.9K$708.0K+$406.1K2026-10-20
Nolet Wealth Management, LLC
UNCHANGED9,0009,00000%$725.1K$705.8K-$19.4K2026-10-15
Armstrong Henry H Associates Inc
UNCHANGED8,9928,99200%$724.5K$705.2K-$19.3K2026-10-07
Gateway Investment Advisers LLC
DECREASED8,98910,377-1,388-13%$836.1K$704.9K-$131.2K2026-10-13
Park Edge Advisors, LLC
INCREASED8,9858,981+4+0%$723.6K$704.6K-$19.0K2026-10-28
Private Advisory Group LLC
DECREASED8,9658,968-30%$722.6K$703.0K-$19.5K2026-11-06
Signal Advisors Wealth, LLC
NEW8,958—+8,958——$702.5K—2026-10-13
Busey Bank
INCREASED8,9248,912+12+0%$718.0K$699.8K-$18.2K2026-10-26
First Bank & Trust
INCREASED8,9237,484+1,439+19%$603.0K$699.7K+$96.8K2026-10-19
Shrier Wealth Management, LLC
INCREASED8,8638,859+4+0%$713.8K$695.1K-$18.7K2026-10-20
Paulson Wealth Management Inc.
DECREASED8,8498,851-20%$713.2K$693.9K-$19.2K2026-11-02
Purkiss Capital Advisors LLC
INCREASED8,8378,600+237+3%$692.9K$693.0K+$962026-11-06
Harmony Asset Management LLC
INCREASED8,7807,689+1,091+14%$619.5K$688.5K+$69.0K2026-10-20
Values Added Financial LLC
DECREASED8,7128,724-120%$702.9K$683.2K-$19.7K2026-10-28
Human Investing LLC
INCREASED8,6448,604+40+0%$693.2K$677.8K-$15.4K2026-10-19
Huntleigh Advisors, Inc.
DECREASED8,6418,760-119-1%$705.8K$677.6K-$28.2K2026-11-03
Abound Wealth Management
INCREASED8,6176,719+1,898+28%$541.3K$675.8K+$134.5K2026-10-26
Bison Wealth, LLC
DECREASED8,6168,789-173-2%$711.1K$697.2K-$13.9K2026-10-13
One Day In July LLC
INCREASED8,6158,558+57+1%$689.5K$675.6K-$13.9K2026-10-30
Addison Advisors LLC
DECREASED8,6088,668-60-1%$698.4K$675.0K-$23.3K2026-11-06
Buttonwood Financial Advisors Inc.
DECREASED8,5808,684-104-1%$699.7K$672.8K-$26.9K2026-10-13
Chicago Capital, LLC
INCREASED8,5636,692+1,871+28%$539.2K$671.5K+$132.3K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED8,5618,358+203+2%$673.4K$671.4K-$2.0K2026-10-21
Beacon Bank & Trust
UNCHANGED8,5608,56000%$689.7K$671.3K-$18.4K2026-10-27
Cape Investment Advisory, Inc.
INCREASED8,5538,183+370+5%$659.3K$670.7K+$11.4K2026-10-13
Unique Wealth, LLC
DECREASED8,5498,624-75-1%$694.8K$670.4K-$24.4K2026-10-16
Park Capital Management, LLC / WI
INCREASED8,5458,296+249+3%$668.4K$670.1K+$1.7K2026-10-13
Valley Forge Investment Consultants Inc ADV
INCREASED8,5448,541+3+0%$688.2K$670.0K-$18.1K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED8,5435,858+2,685+46%$472.0K$670.0K+$197.9K2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED8,4918,49100%$684.0K$665.9K-$18.1K2026-10-20
StrongBox Wealth, LLC
DECREASED8,4908,512-220%$685.8K$665.8K-$20.0K2026-11-02
Prospera Capital Management, LLC
INCREASED8,4658,422+43+1%$681.4K$663.8K-$17.6K2026-10-19
NorthLanding Financial Partners, LLC
DECREASED8,4348,454-200%$681.1K$661.4K-$19.7K2026-10-15
71 West Capital Partners
DECREASED8,4208,556-136-2%$689.4K$660.3K-$29.1K2026-11-04
Luminvest Wealth Management LLC
DECREASED8,4058,633-228-3%$695.6K$659.2K-$36.4K2026-10-14
Lodestone Wealth Management LLC
INCREASED8,3948,375+19+0%$674.7K$658.2K-$16.5K2026-10-14
Baron Wealth Management LLC
UNCHANGED8,3878,38700%$675.7K$657.7K-$18.0K2026-10-27
Selective Wealth Management, Inc.
DECREASED8,3598,563-204-2%$687.1K$676.1K-$11.0K2026-10-16
Unified Investment Management
UNCHANGED8,3248,32400%$670.7K$652.8K-$17.9K2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
DECREASED8,30210,661-2,359-22%$859.0K$651.0K-$208.0K2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED8,2548,482-228-3%$683.4K$647.3K-$36.1K2026-11-03
Winthrop Capital Management, LLC
UNCHANGED8,2528,25200%$665.0K$647.1K-$17.9K2026-11-05
Grey Ledge Advisors, LLC
DECREASED8,2178,381-164-2%$675.3K$644.4K-$30.9K2026-11-02
Trust Point Inc.
DECREASED8,1768,284-108-1%$667.4K$641.2K-$26.3K2026-10-27
Atala Financial Inc
UNCHANGED8,1368,13600%$655.5K$638.0K-$17.5K2026-10-22
Deutsche Bank Ag\
UNCHANGED8,1368,13600%$655.5K$638.0K-$17.5K2026-11-06
CPC Advisors, LLC
INCREASED8,1213,288+4,833+147%$264.9K$636.8K+$371.9K2026-10-21
Financial Partners Group, Inc
INCREASED8,0647,108+956+13%$572.7K$632.4K+$59.7K2026-10-19
Turtle Creek Wealth Advisors, LLC
UNCHANGED8,0628,06200%$649.6K$632.2K-$17.3K2026-10-15
HBK Sorce Advisory LLC
INCREASED8,0436,484+1,559+24%$535.4K$639.4K+$104.0K2026-11-06
Marotta Asset Management
INCREASED8,0047,972+32+0%$640.9K$627.7K-$13.3K2026-10-02
Eastern Bank
DECREASED7,95811,086-3,128-28%$893.2K$624.1K-$269.1K2026-10-05
Stone House Investment Management, LLC
INCREASED7,9507,921+29+0%$638.2K$623.4K-$14.7K2026-10-23
Uniting Wealth Partners, LLC
INCREASED7,9263,008+4,918+164%$242.4K$621.6K+$379.2K2026-11-06
Washington Trust Advisors, Inc.
INCREASED7,8957,316+579+8%$589.5K$619.1K+$29.6K2026-10-22
JHP Wealth Management, LLC
INCREASED7,8847,239+645+9%$583.2K$618.3K+$35.1K2026-11-06
Inman Jager Wealth Management, LLC
DECREASED7,8498,168-319-4%$658.1K$615.5K-$42.6K2026-11-05
Sage Financial Management Group, Inc.
INCREASED7,8455,652+2,193+39%$455.4K$615.3K+$159.9K2026-11-06
Smith Salley Wealth Management
INCREASED7,8325,629+2,203+39%$453.5K$614.1K+$160.6K2026-11-03
ETF Portfolio Partners, Inc.
UNCHANGED7,8007,80000%$628.4K$611.7K-$16.8K2026-10-22
CGN Advisors LLC
INCREASED7,7707,685+85+1%$619.2K$609.3K-$9.9K2026-10-21
Fjell Capital, LLC
DECREASED7,74959,524-51,775-87%$4.8M$607.7K-$4.2M2026-10-13
Cove Private Wealth, LLC
UNCHANGED7,7007,70000%$620.4K$603.8K-$16.6K2026-10-28
Kennicott Capital Management LLC
UNCHANGED7,7007,70000%$620.4K$603.8K-$16.6K2026-10-16
Winebrenner Capital Management LLC
INCREASED7,6977,689+8+0%$619.5K$603.6K-$15.9K2026-10-07
Heirloom Wealth Management
INCREASED7,6807,004+676+10%$564.3K$602.3K+$38.0K2026-10-14
J. Team Financial, Inc.
INCREASED7,6467,439+207+3%$599.4K$599.6K+$1792026-11-03
Advisory Solutions Group, LLC
NEW7,603—+7,603——$596.2K—2026-10-14
GuidedMoney, LLC
UNCHANGED7,5967,59600%$612.0K$595.7K-$16.3K2026-10-29
Hoese & Co LLP
DECREASED7,5107,560-50-1%$609.0K$588.9K-$20.1K2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED7,4617,542-81-1%$607.7K$585.1K-$22.6K2026-10-29
Thayer Partners, LLC / MA
DECREASED7,4388,421-983-12%$678.4K$583.3K-$95.1K2026-11-06
Old Peak Finance LLC
INCREASED7,4387,437+1+0%$599.2K$583.3K-$15.9K2026-11-02
Investment Planning Advisors, Inc.
INCREASED7,4027,385+17+0%$595.0K$580.4K-$14.5K2026-10-14
Ariadne Wealth Management, LP
UNCHANGED7,4007,40000%$596.2K$580.3K-$15.9K2026-11-06
Richards, Merrill & Peterson, Inc.
INCREASED7,3935,976+1,417+24%$481.5K$579.8K+$98.3K2026-10-19
Burkett Financial Services, LLC
INCREASED7,3917,364+27+0%$593.3K$579.6K-$13.7K2026-10-01
Bfsg, LLC
DECREASED7,3787,398-200%$596.1K$578.6K-$17.5K2026-10-30
Sentinel Advisory Group, LLC
DECREASED7,3687,397-290%$596.0K$577.8K-$18.2K2026-10-20
Marion Wealth Management
UNCHANGED7,3487,34800%$592.0K$576.2K-$15.8K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED7,3346,881+453+7%$554.4K$575.1K+$20.7K2026-10-20
TFB Advisors LLC
DECREASED7,3087,964-656-8%$641.7K$573.1K-$68.6K2026-11-02
Fishman JAY A LTD
DECREASED7,3087,708-400-5%$621.0K$573.1K-$47.9K2026-10-26
Howard Wealth Management, LLC
DECREASED7,3047,317-130%$589.6K$572.8K-$16.8K2026-10-28
Live Oak Private Wealth LLC
UNCHANGED7,2167,21600%$581.4K$565.9K-$15.5K2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED7,2147,260-46-1%$584.9K$565.7K-$19.2K2026-10-13
Balboa Wealth Partners
INCREASED7,1545,745+1,409+25%$462.9K$561.0K+$98.1K2026-10-20
Perryman Financial Advisory Inc
DECREASED7,1207,246-126-2%$583.8K$558.3K-$25.4K2026-10-16
Covestor Ltd
INCREASED7,0687,024+44+1%$566.0K$554-$565.4K2026-10-30
Hutchens & Kramer Investment Management Group, LLC
DECREASED7,04910,961-3,912-36%$883.1K$552.8K-$330.4K2026-10-16
AM Investment Strategies LLC
UNCHANGED7,0447,04400%$568$552-$162026-11-05
True Private Wealth Advisors
DECREASED7,0367,248-212-3%$584.0K$551.8K-$32.2K2026-10-19
Sima Wealth Partners, LLC
UNCHANGED6,9996,99900%$563.9K$548.9K-$15.0K2026-10-19
Verum Partners LLC
DECREASED6,9596,980-210%$562.4K$545.7K-$16.7K2026-10-21
Thrive Wealth Management, LLC
INCREASED6,9506,782+168+2%$546.4K$545.0K-$1.4K2026-10-13
E6 Portfolios, LLC
DECREASED6,9167,229-313-4%$582.5K$542.3K-$40.2K2026-10-26
Private Management Group Inc
INCREASED6,9136,901+12+0%$556.0K$542.1K-$13.9K2026-11-04
Trilogy Capital Inc.
INCREASED6,8985,075+1,823+36%$408.9K$541.0K+$132.1K2026-10-20
Hardin Capital Partners, LLC
INCREASED6,8986,886+12+0%$555.5K$541.0K-$14.5K2026-10-09
Traynor Capital Management, Inc.
DECREASED6,8827,649-767-10%$616.3K$539.7K-$76.6K2026-10-29
Clearwave Capital, LLC
INCREASED6,8826,859+23+0%$552.6K$539.7K-$12.9K2026-10-27
R. W. Roge & Company, Inc.
UNCHANGED6,8806,88000%$554.0K$540-$553.5K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED6,8716,640+231+3%$535.0K$538.9K+$3.8K2026-10-29
Tradewinds Capital Management, LLC
DECREASED6,8597,016-157-2%$565.2K$537.9K-$27.4K2026-10-23
Accretive Wealth Partners, LLC
UNCHANGED6,8486,84800%$551.7K$537.0K-$14.7K2026-11-06
Gallagher Capital Advisors, LLC
INCREASED6,8416,816+25+0%$549.1K$536.4K-$12.7K2026-10-09
Asempa Wealth Advisors
INCREASED6,8316,830+1+0%$550.3K$540.6K-$9.7K2026-10-07
Sterling Financial Planning, Inc.
DECREASED6,8207,490-670-9%$603.5K$534.9K-$68.6K2026-10-28
Hardy Reed LLC
DECREASED6,8006,819-190%$549.4K$533.3K-$16.2K2026-11-06
Hickory Point Bank & Trust
UNCHANGED6,8006,80000%$547.9K$533.3K-$14.6K2026-10-01
Retiremitten Financial LLC
INCREASED6,7485,265+1,483+28%$424.2K$550.5K+$126.2K2026-11-05
Junk Investment Group, LLC
INCREASED6,7265,317+1,409+27%$428.4K$527.4K+$99.0K2026-10-19
TFC Financial Management, Inc.
INCREASED6,7076,697+10+0%$539.6K$525.9K-$13.7K2026-10-26
GHP Investment Advisors, Inc.
DECREASED6,6826,838-156-2%$550.9K$524.0K-$26.9K2026-10-15
Naples Global Advisors, LLC
DECREASED6,6756,692-170%$539.2K$523.5K-$15.7K2026-11-05
Client 1ST Advisory Group, LLC
UNCHANGED6,6446,64400%$535.3K$521.0K-$14.3K2026-10-19
Jefferson Bridge Capital, LLC
INCREASED6,5396,508+31+0%$524.4K$512.8K-$11.6K2026-11-06
Arwa LLC
INCREASED6,5256,506+19+0%$524.4K$528.6K+$4.2K2026-10-21
Washington Growth Strategies LLC
UNCHANGED6,5166,51600%$525.0K$511.0K-$14.0K2026-10-19
Westside Investment Management, Inc.
INCREASED6,5146,374+140+2%$513.6K$511.7K-$1.9K2026-11-02
Gainplan LLC
DECREASED6,4906,496-60%$523.4K$509.0K-$14.4K2026-10-09
Deroy & Devereaux Private Investment Counsel Inc
NEW6,453—+6,453——$506—2026-10-26
RVW Wealth, LLC
DECREASED6,4426,487-45-1%$522.6K$505.2K-$17.5K2026-10-06
American Institute for Advanced Investment Management, LLP
DECREASED6,4407,840-1,400-18%$631.7K$505.0K-$126.6K2026-11-03
Myecfo, LLC
UNCHANGED6,4406,44000%$518.9K$505.0K-$13.8K2026-10-14
Independent Wealth Advisors LLC
INCREASED6,3926,103+289+5%$491.8K$501.2K+$9.5K2026-10-27
Grantvest Financial Group LLC
DECREASED6,3716,430-59-1%$518.0K$499.6K-$18.4K2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED6,3524,728+1,624+34%$380.9K$498.1K+$117.2K2026-10-13
Rossby Financial, LCC
INCREASED6,3465,609+737+13%$451.9K$497.7K+$45.7K2026-11-05
Good Harbor Advisors, Inc.
DECREASED6,3456,630-285-4%$534.2K$497.6K-$36.6K2026-10-20
Gouws Capital LLC
INCREASED6,2966,164+132+2%$496.6K$493.7K-$2.9K2026-10-09
Dhjj Financial Advisors, Ltd.
INCREASED6,2856,113+172+3%$492.5K$492.9K+$3982026-10-23
MontVue Capital Management, Inc.
UNCHANGED6,2846,28400%$506.3K$492.8K-$13.5K2026-10-19
Miller Financial Services LLC
INCREASED6,2806,255+25+0%$504.0K$492.5K-$11.5K2026-10-20
Tilia Fiduciary Partners, Inc.
INCREASED6,2486,228+20+0%$501.8K$490.0K-$11.9K2026-10-09
FCG Investment Co
INCREASED6,2396,096+143+2%$491.2K$489.3K-$1.9K2026-10-13
Quadcap Wealth Management, LLC
DECREASED6,2266,231-50%$502.1K$488.3K-$13.7K2026-11-02
MTM Investment Management, LLC
INCREASED6,2116,072+139+2%$489.2K$487.1K-$2.2K2026-10-30
LMG Wealth Partners, LLC
UNCHANGED6,2086,20800%$500.2K$486.8K-$13.3K2026-11-05
Retirement Financial Solutions, LLC
DECREASED6,2076,614-407-6%$532.9K$486.8K-$46.1K2026-10-20
Opus Capital Group, LLC
INCREASED6,2046,203+1+0%$500.0K$487-$499.5K2026-10-30
Canvas Wealth Advisors, LLC
INCREASED6,1575,252+905+17%$423.2K$506.4K+$83.2K2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED6,1386,160-220%$496.3K$481.3K-$15.0K2026-10-30
Sigma Investment Counselors Inc
DECREASED6,1366,475-339-5%$521.7K$481.2K-$40.5K2026-10-27
Patten & Patten Inc
UNCHANGED6,1286,12800%$493.7K$480.6K-$13.2K2026-10-26
Capital City Trust Co
UNCHANGED6,1176,11700%$492.8K$479.7K-$13.2K2026-10-22
YHB Investment Advisors, Inc.
INCREASED6,0804,780+1,300+27%$385.1K$476.8K+$91.7K2026-10-08
Fulcrum Wealth Advisors, LLC
DECREASED6,0806,174-94-2%$497.4K$476.8K-$20.6K2026-10-16
Kavar Capital Partners Group, LLC
UNCHANGED6,0806,08000%$489.9K$476.8K-$13.1K2026-11-06
Kathmere Capital Management, LLC
INCREASED6,0635,924+139+2%$477.3K$475.5K-$1.8K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
NEW6,040—+6,040——$473.7K—2026-10-13
TD Waterhouse Canada Inc.
DECREASED5,9996,877-878-13%$553.3K$475.2K-$78.1K2026-10-16
Mlp3, LLC
UNCHANGED5,9805,98000%$481.8K$469.0K-$12.9K2026-10-22
Asset Allocation & Management Company, LLC
UNCHANGED5,9445,94400%$479$466-$132026-10-13
Robinson Smith Wealth Advisors LLC
UNCHANGED5,9365,93600%$478.3K$465.5K-$12.8K2026-10-22
Schear Investment Advisers, LLC
NEW5,930—+5,930——$465.0K—2026-10-14
Tempo Wealth, LLC
INCREASED5,9305,915+15+0%$476.5K$465.0K-$11.5K2026-10-14
Northern Lights Advisors, Inc.
UNCHANGED5,8965,89600%$475.0K$462.4K-$12.7K2026-10-21
EPG Wealth Management LLC
INCREASED5,8945,893+1+0%$474.8K$462.2K-$12.6K2026-11-03
Cora Capital Advisors LLC
DECREASED5,8785,885-70%$474.2K$461.0K-$13.2K2026-11-02
Hibernia Wealth Partners, LLC
INCREASED5,8685,102+766+15%$411.0K$460.2K+$49.2K2026-10-29
Bensler, LLC
DECREASED5,8225,829-70%$469.7K$456.5K-$13.1K2026-11-05
Orgel Wealth Management, LLC
DECREASED5,8125,856-44-1%$471.8K$455.8K-$16.0K2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED5,8075,80700%$467.8K$455.4K-$12.5K2026-10-26
RAM Investment Partners, LLC
INCREASED5,7935,779+14+0%$465.6K$454.3K-$11.3K2026-10-21
Clearstead Trust, LLC
DECREASED5,7865,897-111-2%$475.1K$453.7K-$21.4K2026-11-06
Pacific Sage Partners, LLC
INCREASED5,7585,751+7+0%$463.4K$451.5K-$11.8K2026-10-21
Camden National Bank
DECREASED5,7405,743-30%$462.7K$450.1K-$12.6K2026-11-02
Wells Financial Advisors Inc
UNCHANGED5,7325,73200%$461.8K$449.5K-$12.3K2026-11-02
Falcon Wealth Planning
INCREASED5,7185,318+400+8%$428.5K$448.4K+$19.9K2026-11-06
Allodium Investment Consultants, LLC
DECREASED5,6885,799-111-2%$467.2K$446.0K-$21.2K2026-10-14
180 Wealth Advisors, LLC
UNCHANGED5,6755,67500%$457.2K$445.0K-$12.2K2026-11-03
Univest Financial Corp
INCREASED5,6705,656+14+0%$455.7K$444.7K-$11.0K2026-11-05
XY Planning Network, Inc.
INCREASED5,6604,913+747+15%$395.9K$443.9K+$48.0K2026-10-14
Confluence Wealth Services, Inc.
DECREASED5,6476,337-690-11%$510.4K$442.8K-$67.6K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED5,6474,979+668+13%$401.2K$442.9K+$41.7K2026-11-05
Tower View Wealth Management LLC
DECREASED5,6345,655-210%$455.6K$441.8K-$13.8K2026-10-23
Hengehold Capital Management LLC
INCREASED5,6313,620+2,011+56%$291.7K$441.6K+$149.9K2026-10-16
M.E. Allison & Co., Inc.
UNCHANGED5,5685,56800%$448.6K$436.6K-$12.0K2026-10-09
Triad Wealth Partners, LLC
DECREASED5,5669,339-3,773-40%$763.7K$436.5K-$327.2K2026-10-26
Briggs Wealth Management, Inc
DECREASED5,5579,617-4,060-42%$774.8K$435.8K-$339.0K2026-10-26
Radnor Capital Management, LLC
UNCHANGED5,5525,55200%$447.3K$435.4K-$11.9K2026-10-23
6th Street Advisors, LLC
UNCHANGED5,5405,54000%$446.4K$434.4K-$11.9K2026-10-14
Granite FO LLC
UNCHANGED5,5405,54000%$446.4K$434.4K-$11.9K2026-10-14
McCollum Christoferson Group LLC
DECREASED5,5365,538-20%$446.2K$434.1K-$12.1K2026-10-13
United Community Bank
UNCHANGED5,5285,52800%$445.4K$433.5K-$11.9K2026-10-28
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED5,5245,52400%$445.1K$433.2K-$11.9K2026-10-21
Midwest Financial Group LLC
INCREASED5,5145,339+175+3%$430.2K$432.4K+$2.2K2026-10-15
Opus Financial Solutions LLC
DECREASED5,5115,740-229-4%$462.5K$432.2K-$30.3K2026-11-06
Focused Wealth Management, Inc
INCREASED5,4935,491+2+0%$442.4K$430.7K-$11.7K2026-10-30
LifeGuide Financial Advisors, LLC
UNCHANGED5,4565,45600%$439.6K$427.9K-$11.7K2026-10-20
David J Yvars Group
INCREASED5,4385,437+1+0%$438.1K$426.5K-$11.6K2026-10-09
Grove Street Fiduciary, LLC
UNCHANGED5,4325,43200%$437.7K$426.0K-$11.7K2026-10-13
Code Waechter LLC
DECREASED5,4295,480-51-1%$441.5K$425.7K-$15.8K2026-10-23
Wealthcare Capital Partners, LLC
DECREASED5,4086,009-601-10%$484.1K$424.1K-$60.0K2026-10-21
Canandaigua National Trust Co of Florida
NEW5,364—+5,364——$420.6K—2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED5,3594,316+1,043+24%$347.7K$420.3K+$72.5K2026-11-05
L.K. Benson & Company, P.C.
DECREASED5,3455,406-61-1%$435.5K$419.2K-$16.4K2026-10-23
Intelligence Driven Advisers, LLC
UNCHANGED5,3445,34400%$430.6K$419.1K-$11.5K2026-10-09
NBH Bank
DECREASED5,3425,732-390-7%$461.8K$418.9K-$42.9K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED5,2972,739+2,558+93%$101.1K$418-$100.7K2026-11-04
Vicus Capital
INCREASED5,2814,943+338+7%$398.2K$414.1K+$15.9K2026-11-05
Blue Water Asset Management
INCREASED5,2065,193+13+0%$418.4K$408.3K-$10.1K2026-11-04
Trace Wealth Advisors, LLC
UNCHANGED5,1965,19600%$418.6K$407.5K-$11.2K2026-10-30
Redhawk Wealth Advisors, Inc.
DECREASED5,1915,206-150%$419.4K$407.1K-$12.4K2026-10-14
Valley National Advisers Inc
UNCHANGED5,1885,18800%$418.0K$406.8K-$11.2K2026-10-23
Evolution Advisers, Inc.
DECREASED5,1755,304-129-2%$427.0K$414.4K-$12.6K2026-11-06
Investment Partners Asset Management, Inc.
INCREASED5,1605,081+79+2%$409.4K$404.6K-$4.7K2026-10-09
Capstone Wealth Management Group, Inc.
INCREASED5,1585,155+3+0%$415.3K$404.5K-$10.8K2026-10-19
Avaii Wealth Management, LLC
DECREASED5,1575,257-100-2%$423.6K$410.5K-$13.1K2026-10-09
Columbia Bank
INCREASED5,1564,810+346+7%$387.5K$404.3K+$16.8K2026-10-29
SkyOak Wealth, LLC
UNCHANGED5,1565,15600%$415.4K$404.3K-$11.1K2026-10-28
Fragasso Financial Advisors Inc
INCREASED5,0884,130+958+23%$332.8K$412.8K+$80.0K2026-10-13
Cathy Pareto & Associates, Inc
INCREASED5,0524,735+317+7%$381.6K$396.2K+$14.7K2026-10-15
Forbes J M & Co LLP
UNCHANGED5,0525,05200%$407.0K$396.2K-$10.9K2026-10-16
Ipsen Advisor Group LLC
INCREASED5,0295,018+11+0%$404.3K$394.4K-$9.9K2026-10-29
Essential Partners LLC
UNCHANGED5,0205,02000%$404.5K$393.7K-$10.8K2026-10-14
Gimbal Financial
UNCHANGED5,0085,00800%$403.5K$392.7K-$10.8K2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED5,0045,292-288-5%$426.4K$392.4K-$34.0K2026-10-07
Old Mission Investment Co LLC
DECREASED5,0015,721-720-13%$460.9K$392.2K-$68.8K2026-10-22
WealthCare Investment Partners, LLC
INCREASED4,9864,970+16+0%$400.4K$391.0K-$9.4K2026-11-05
Silverlake Wealth Management LLC
INCREASED4,9864,985+1+0%$401.7K$391.0K-$10.6K2026-10-21
Tompkins Financial Corp
UNCHANGED4,9764,97600%$400.9K$390.2K-$10.7K2026-10-05
Global Strategic Investment Solutions, LLC
INCREASED4,9564,953+3+0%$399.0K$388.6K-$10.4K2026-10-16
Aviance Capital Partners, LLC
UNCHANGED4,9564,95600%$399.3K$388.7K-$10.7K2026-10-29
Approach Retirement Advisors, LLC
INCREASED4,9134,897+16+0%$394.6K$385.3K-$9.3K2026-10-22
Northside Capital Management, LLC
INCREASED4,9024,144+758+18%$333.9K$384.5K+$50.6K2026-10-13
Capital Investment Counsel, LLC
UNCHANGED4,9004,90000%$394.8K$384.3K-$10.5K2026-10-14
Accurate Wealth Management, LLC
INCREASED4,8953,962+933+24%$320.7K$396.6K+$75.9K2026-10-20
Morton Capital Management LLC
DECREASED4,8665,171-305-6%$416.6K$381.6K-$35.0K2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED4,8603,804+1,056+28%$306.5K$389.5K+$83.0K2026-10-20
Valley Brook Capital Group, Inc.
INCREASED4,8454,690+155+3%$377.9K$379.9K+$2.1K2026-10-26
Signature Equity Partners, LLC
INCREASED4,8434,456+387+9%$359.0K$379.8K+$20.8K2026-10-29
Guardian Wealth Advisors, LLC
UNCHANGED4,8374,83700%$389.7K$393.9K+$4.3K2026-10-30
Amicus Financial Advisors, LLC
DECREASED4,8325,312-480-9%$428.0K$378.9K-$49.1K2026-11-03
Shepherd Financial Partners LLC
DECREASED4,8255,512-687-12%$444.1K$378.4K-$65.7K2026-11-03
GW Henssler & Associates LTD
NEW4,817—+4,817——$377.7K—2026-10-26
Convergence Financial, LLC
DECREASED4,8046,726-1,922-29%$541.9K$376.8K-$165.2K2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED4,8004,80000%$386.4K$388.5K+$2.1K2026-10-21
World Equity Group, Inc.
DECREASED4,79312,620-7,827-62%$1.0M$375.8K-$640.9K2026-10-14
Cambridge Capital Management, LLC
DECREASED4,7764,785-90%$385.5K$374.6K-$11.0K2026-10-19
Prosperity Advisers, LLC
UNCHANGED4,7604,76000%$383.5K$373.3K-$10.2K2026-10-28
Private Wealth Partners, LLC
UNCHANGED4,7524,75200%$382.9K$372.7K-$10.2K2026-10-22
Shira Ridge Wealth Management
UNCHANGED4,7514,75100%$382.8K$372.6K-$10.2K2026-10-09
GSG Advisors LLC
INCREASED4,7173,846+871+23%$309.9K$369.9K+$60.0K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED4,713443,568-438,855-99%$35.7M$376.8K-$35.4M2026-11-05
Citizens National Bank Trust Department
UNCHANGED4,7084,70800%$379.3K$369.2K-$10.1K2026-11-04
Channel Wealth LLC
DECREASED4,6945,961-1,267-21%$480.3K$368.1K-$112.2K2026-11-06
Register Financial Advisors LLC
INCREASED4,6824,281+401+9%$344.9K$367.1K+$22.2K2026-10-23
Hubbell Strickland Wealth Management, LLC
INCREASED4,6734,543+130+3%$366.0K$366.5K+$4632026-10-29
Clearwater Capital Advisors, LLC
INCREASED4,6684,424+244+6%$356.4K$366.1K+$9.6K2026-11-06
First Financial Bank - Trust Division
DECREASED4,6684,708-40-1%$379.3K$366.1K-$13.3K2026-10-01
Strategic Advisors LLC
UNCHANGED4,6364,63600%$373.5K$363.6K-$10.0K2026-10-13
SYM Financial Corp
DECREASED4,6244,628-40%$372.9K$362.6K-$10.3K2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED4,6184,668-50-1%$376.1K$362.1K-$14.0K2026-11-02
Stockman Wealth Management, Inc.
INCREASED4,6134,154+459+11%$334.7K$361.8K+$27.1K2026-10-27
Prosperity Planning, Inc.
DECREASED4,6084,618-100%$372.1K$361.4K-$10.7K2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW4,601—+4,601——$360.8K—2026-10-13
Cadinha & Co LLC
UNCHANGED4,6014,60100%$370.7K$360.8K-$9.9K2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED4,5964,754-158-3%$383.0K$360.4K-$22.6K2026-10-13
Olistico Wealth, LLC
DECREASED4,5884,616-28-1%$371.9K$359.8K-$12.1K2026-10-05
ADE, LLC
UNCHANGED4,5724,57200%$368.4K$358.6K-$9.8K2026-10-29
Seneca Financial Advisors LLC
DECREASED4,5714,934-363-7%$397.5K$358.4K-$39.1K2026-10-28
Foundation Wealth Management, Llc\pa
UNCHANGED4,5594,55900%$367.3K$357.5K-$9.8K2026-10-14
Kings Path Partners LLC
INCREASED4,5554,553+2+0%$366.8K$357.2K-$9.6K2026-10-21
MSH Capital Advisors LLC
NEW4,549—+4,549——$356.7K—2026-11-03
Capstone Wealth Management Group, LLC
DECREASED4,53818,103-13,565-75%$1.5M$1.3M-$125.6K2026-11-05
Blueline Advisors LLC
DECREASED4,5304,666-136-3%$375.9K$355.2K-$20.7K2026-10-15
Oath Planning, LLC
INCREASED4,5184,501+17+0%$362.7K$354.3K-$8.4K2026-10-20
Madison Park Capital Advisors, LLC
INCREASED4,5173,277+1,240+38%$391.7K$354.2K-$37.5K2026-10-28
Cahaba Wealth Management, Inc.
INCREASED4,5154,509+6+0%$363.3K$354.1K-$9.2K2026-10-26
Birch Hill Investment Advisors LLC
DECREASED4,51216,748-12,236-73%$1.3M$353.8K-$995.6K2026-10-16
PTM Wealth Management, LLC
INCREASED4,5114,495+16+0%$362.0K$365.3K+$3.3K2026-10-23
Slow Capital, Inc.
DECREASED4,4994,616-117-3%$371.9K$352.9K-$19.1K2026-10-23
McLean Asset Management Corp
INCREASED4,4784,341+137+3%$351.4K$356.0K+$4.6K2026-11-06
Entrewealth, LLC
UNCHANGED4,4784,47800%$367.8K$351.2K-$16.7K2026-10-14
MKT Advisors LLC
INCREASED4,4734,174+299+7%$336.5K$359.7K+$23.2K2026-10-20
United Advisor Group, LLC
DECREASED4,4644,851-387-8%$390.8K$350.1K-$40.8K2026-11-03
KCM Investment Advisors LLC
INCREASED4,4234,208+215+5%$339.0K$346.9K+$7.8K2026-10-27
Opal Wealth Advisors, LLC
INCREASED4,4214,193+228+5%$337.8K$346.7K+$8.9K2026-10-16
Sunburst Financial Group, LLC
INCREASED4,4124,411+1+0%$355.4K$346.0K-$9.4K2026-10-09
Foguth Wealth Management, Llc.
INCREASED4,4044,346+58+1%$347.3K$354.1K+$6.8K2026-10-19
Woodward Financial Advisors, Inc.
DECREASED4,4024,699-297-6%$378.6K$345.2K-$33.4K2026-10-19
Cooper Financial Group
INCREASED4,3944,319+75+2%$348.0K$344.6K-$3.4K2026-10-07
Weitzel Financial Services, Inc.
UNCHANGED4,3724,37200%$350.7K$347.9K-$2.8K2026-10-16
HT Partners LLC
UNCHANGED4,3664,36600%$351.8K$342.4K-$9.4K2026-10-20
Ballast Financial Advisors LLC
INCREASED4,3573,912+445+11%$315.2K$341.7K+$26.5K2026-10-26
Helium Advisors LLC
DECREASED4,3374,630-293-6%$373.0K$340.1K-$32.9K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED4,3204,32000%$348.1K$348.1K$02026-10-06
marrick wealth, LLC
UNCHANGED4,3124,31200%$347.4K$338.1K-$9.3K2026-10-20
Integris Wealth Management, LLC
INCREASED4,2933,944+349+9%$317.8K$336.7K+$18.9K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED4,2624,423-161-4%$356.4K$334.2K-$22.1K2026-11-02
Redwood Financial Network Corp
INCREASED4,2584,256+2+0%$342.9K$333.9K-$9.0K2026-11-03
Baker Avenue Asset Management, LP
INCREASED4,2522,774+1,478+53%$223.5K$333.5K+$109.9K2026-11-06
Tucker Asset Management LLC
INCREASED4,2501,471+2,779+189%$118.6K$333.3K+$214.7K2026-10-29
Waycross Investment Management Co
UNCHANGED4,2484,24800%$342.3K$333.1K-$9.1K2026-10-14
Sensible Money, LLC
UNCHANGED4,2204,22000%$340.0K$330.9K-$9.1K2026-10-20
Breachway Investments LLC
DECREASED4,2164,868-652-13%$392.2K$330.6K-$61.6K2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED4,2153,840+375+10%$309.4K$330.5K+$21.2K2026-11-03
Michels Family Financial, LLC
INCREASED4,2074,106+101+2%$330.9K$329.9K-$9552026-11-02
Solstein Capital, LLC
INCREASED4,1893,952+237+6%$318.4K$328.5K+$10.1K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED4,1884,18800%$337.4K$328.4K-$9.0K2026-10-22
Stanley-Laman Group, Ltd.
UNCHANGED4,1844,18400%$337.1K$328.1K-$9.0K2026-10-20
Carson Advisory Inc.
DECREASED4,1794,312-133-3%$347.4K$327.7K-$19.7K2026-11-06
tru Independence LLC
INCREASED4,1724,163+9+0%$335.4K$327.2K-$8.2K2026-10-20
Greenwood Capital Associates LLC
DECREASED4,1684,368-200-5%$351.9K$326.9K-$25.1K2026-10-27
Correct Capital Wealth Management
UNCHANGED4,1684,16800%$335.8K$326.9K-$9.0K2026-11-02
Summit Asset Management, LLC
INCREASED4,1673,867+300+8%$311.6K$326.8K+$15.2K2026-11-05
Parcion Private Wealth LLC
DECREASED4,1564,456-300-7%$359.0K$325.9K-$33.1K2026-10-28
KWB Wealth
UNCHANGED4,1404,14000%$333.6K$324.7K-$8.9K2026-10-16
Ironwood Wealth Management, Llc.
DECREASED4,1394,276-137-3%$344.5K$324.6K-$19.9K2026-10-28
Penobscot Wealth Management
INCREASED4,1394,136+3+0%$333.2K$324.6K-$8.6K2026-10-21
Morangie Management LLC
INCREASED4,1104,104+6+0%$330.7K$322.3K-$8.4K2026-10-15
Advocate Investing Services LLC
INCREASED4,1064,100+6+0%$330.3K$322.0K-$8.3K2026-10-26
Refined Wealth Management
DECREASED4,1034,215-112-3%$339.6K$321.8K-$17.8K2026-10-13
RCW Management, LLC
UNCHANGED4,1004,10000%$330.3K$321.5K-$8.8K2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED4,0924,084+8+0%$329.0K$320.9K-$8.2K2026-11-05
Midwest Professional Planners, Ltd.
UNCHANGED4,0824,08200%$328.9K$320.1K-$8.8K2026-10-29
Trek Financial, LLC
DECREASED4,0704,482-412-9%$361.1K$319.2K-$41.9K2026-10-29
Flower City Capital
INCREASED4,0663,266+800+24%$263.1K$318.8K+$55.7K2026-10-15
Polaris Investment Advisors, LLC
UNCHANGED4,0524,05200%$326.5K$317.8K-$8.7K2026-10-20
55 North Private Wealth, LLC
UNCHANGED4,0464,04600%$326.0K$317.3K-$8.7K2026-10-20
M Wealth Management, LLC
INCREASED4,0414,026+15+0%$324.4K$316.9K-$7.5K2026-10-14
GK Wealth Management LLC
DECREASED4,0354,075-40-1%$328.3K$316.4K-$11.9K2026-10-09
Powerhouse Assets LLC
INCREASED4,0294,027+2+0%$324.5K$316.0K-$8.5K2026-10-19
Acima Private Wealth, LLC
UNCHANGED4,0284,02800%$324.5K$315.9K-$8.7K2026-10-05
American Financial & TAX Strategies Inc
DECREASED4,0244,032-80%$324.9K$315.6K-$9.3K2026-10-16
Community Bank, N.A.
NEW4,000—+4,000——$313.7K—2026-11-06
Aureum Wealth Management, LLC
DECREASED4,0004,116-116-3%$331.6K$313.7K-$17.9K2026-10-15
Cornerstone Advisors Asset Management, LLC
UNCHANGED4,0004,00000%$322.3K$313.7K-$8.6K2026-11-06
Cypress Point Wealth Management, LLC
UNCHANGED4,0004,00000%$322.3K$313.7K-$8.6K2026-11-03
Red Mountain Financial, LLC
INCREASED3,9983,932+66+2%$316.8K$313.5K-$3.3K2026-11-03
Wise Wealth Partners
INCREASED3,9703,657+313+9%$294.6K$311.3K+$16.7K2026-10-14
Old Port Advisors
DECREASED3,9624,014-52-1%$323.4K$310.7K-$12.7K2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED3,9623,956+6+0%$318.8K$310.8K-$8.0K2026-10-28
Tortoise Investment Management, LLC
UNCHANGED3,9613,96100%$319.1K$310.6K-$8.5K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,9603,96000%$319.1K$310.5K-$8.5K2026-10-23
True Link Financial Advisors, LLC
INCREASED3,9593,252+707+22%$262.0K$310.5K+$48.5K2026-10-27
Asio Capital, LLC
NEW3,952—+3,952——$309.9K—2026-10-19
Hoxton Planning & Management, LLC
INCREASED3,9443,530+414+12%$284.4K$309.3K+$24.9K2026-10-15
Steinberganna Wealth Management
INCREASED3,9323,923+9+0%$316.1K$308.3K-$7.7K2026-10-23
Southern Capital Advisors, LLC
INCREASED3,9293,918+11+0%$315.7K$308.1K-$7.6K2026-10-26
Dmkc Advisory Services, LLC
DECREASED3,91217,870-13,958-78%$1.4M$306.8K-$1.1M2026-11-04
Legacy Bridge, LLC
UNCHANGED3,8883,88800%$313.3K$304.9K-$8.4K2026-10-28
North Capital, Inc.
INCREASED3,8843,870+14+0%$311.8K$314.7K+$2.9K2026-10-16
Abacus Planning Group, Inc.
UNCHANGED3,8803,88000%$312.6K$304.3K-$8.3K2026-11-02
Semitam Bonam LLC
DECREASED3,8665,752-1,886-33%$463.4K$303.2K-$160.3K2026-10-27
Family Capital Management, Inc.
NEW3,846—+3,846——$301.6K—2026-11-03
Financial Management Network Inc
INCREASED3,8443,816+28+1%$306.2K$305.9K-$2522026-10-09
Auctus Advisors LLC
DECREASED3,8414,028-187-5%$324.5K$301.2K-$23.3K2026-10-23
Shayne & Jacobs, LLC
UNCHANGED3,8383,83800%$309.2K$301.0K-$8.3K2026-10-21
Home Federal Bank of Tennessee
NEW3,803—+3,803——$298.2K—2026-10-15
Colton Groome Financial Advisors, LLC
DECREASED3,7963,924-128-3%$316.2K$297.7K-$18.5K2026-10-06
Embree Financial Group
NEW3,791—+3,791——$297.3K—2026-10-22
Norden Group LLC
DECREASED3,7634,984-1,221-24%$401.6K$295.1K-$106.5K2026-10-20
Townsend Asset Management Corp
DECREASED3,7623,851-89-2%$310.3K$295.0K-$15.3K2026-10-29
First Heartland Consultants, Inc.
DECREASED3,7523,816-64-2%$307.5K$294.2K-$13.2K2026-10-08
Kanawha Capital Management LLC
DECREASED3,7443,858-114-3%$310.8K$293.6K-$17.2K2026-10-19
Diesslin Group, Inc.
INCREASED3,7322,701+1,031+38%$217.6K$292.7K+$75.0K2026-10-14
Claro Advisors Inc.
DECREASED3,7244,522-798-18%$364.3K$292.0K-$72.3K2026-11-02
Herold Advisors, Inc.
DECREASED3,7193,814-95-2%$307.0K$291.6K-$15.4K2026-10-19
JSF Financial, LLC
INCREASED3,7163,706+10+0%$298.6K$291.4K-$7.2K2026-10-22
Arlington Trust Co LLC
DECREASED3,7083,893-185-5%$313.7K$290.8K-$22.9K2026-10-20
Ashton Thomas Securities, LLC
DECREASED3,7023,704-20%$298.4K$290.3K-$8.1K2026-10-26
Echo Wealth Management, LLC
UNCHANGED3,6963,69600%$297.8K$289.8K-$7.9K2026-10-15
Ted Buchan & Co
UNCHANGED3,6873,68700%$297.0K$289.2K-$7.9K2026-10-23
Northwest Wealth Advisors, LLC
DECREASED3,6723,795-123-3%$305.8K$288.0K-$17.8K2026-11-02
Summit Global Investments
INCREASED3,6223,399+223+7%$274.0K$284-$273.7K2026-10-28
Petersen Hastings Wealth Advisors Inc.
UNCHANGED3,6203,62000%$291.7K$283.9K-$7.8K2026-10-27
Means Investment Co., Inc.
INCREASED3,6073,571+36+1%$287.7K$282.9K-$4.8K2026-11-03
Christensen, King & Associates Investment Services, Inc.
NEW3,601—+3,601——$282.4K—2026-10-22
Clarity Retirement & Wealth, LLC
INCREASED3,5843,049+535+18%$245.7K$281.1K+$35.4K2026-11-04
Shaker Investments LLC
INCREASED3,5702,604+966+37%$209.8K$279.9K+$70.1K2026-11-05
RMR Wealth Builders
INCREASED3,5653,283+282+9%$264.5K$279.5K+$15.1K2026-10-22
Greenfield Savings Bank
UNCHANGED3,5643,56400%$287.2K$279.5K-$7.7K2026-10-07
Cogent Private Wealth, Inc.
NEW3,548—+3,548——$278.2K—2026-11-06
Enzi Wealth
INCREASED3,5403,537+3+0%$285.9K$286.8K+$8842026-10-14
Barr E S & Co
UNCHANGED3,5403,54000%$285.2K$277.6K-$7.6K2026-11-06
Key FInancial Inc
DECREASED3,5273,605-78-2%$290.5K$276.6K-$13.9K2026-11-02
Bay Capital Advisors, LLC
UNCHANGED3,5263,52600%$284.1K$276.5K-$7.6K2026-10-16
Lawood & Co
DECREASED3,5033,602-99-3%$290.2K$274.7K-$15.5K2026-10-09
Sound Stewardship, LLC
INCREASED3,5023,499+3+0%$281.9K$274.6K-$7.2K2026-10-14
Norris Perne & French LLP
INCREASED3,4723,073+399+13%$247.6K$272.2K+$24.7K2026-10-23
Ellsworth Advisors, LLC
INCREASED3,4723,459+13+0%$278.3K$272.3K-$6.0K2026-10-15
August Group Capital Ltd
INCREASED3,4693,427+42+1%$276.1K$272.0K-$4.1K2026-10-14
ARS Wealth Advisors Group, LLC
DECREASED3,4464,402-956-22%$354.6K$270.2K-$84.4K2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED3,4453,168+277+9%$255.2K$270.2K+$14.9K2026-10-16
Rainier Family Wealth Inc
UNCHANGED3,4363,43600%$276.8K$269.5K-$7.4K2026-11-02
Gradient Investments LLC
NEW3,428—+3,428——$268.9K—2026-10-08
Miramontes Capital, LLC
INCREASED3,4273,280+147+4%$264.3K$268.8K+$4.5K2026-10-19
Monument Group Wealth Advisors, LLC
INCREASED3,423843+2,580+306%$265.4K$268.5K+$3.1K2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED3,4002,652+748+28%$213.7K$266.6K+$53.0K2026-10-22
BostonPremier Wealth LLC
UNCHANGED3,3603,36000%$270.7K$263.5K-$7.2K2026-10-16
Tenon Financial LLC
UNCHANGED3,3563,35600%$270.4K$263.2K-$7.2K2026-10-14
Elser Financial Planning, Inc
INCREASED3,3502,923+427+15%$235.5K$262.7K+$27.2K2026-10-16
Gibson Wealth Advisors LLC
DECREASED3,3353,512-177-5%$283.0K$261.5K-$21.5K2026-10-20
Able Financial Group, LLC
UNCHANGED3,3243,32400%$267.8K$260.7K-$7.1K2026-10-14
Corundum Group, Inc.
UNCHANGED3,3203,32000%$267.5K$260.4K-$7.1K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED3,3163,004+312+10%$242.0K$260.0K+$18.0K2026-10-16
Obermeyer Wealth Partners
UNCHANGED3,3123,31200%$266.8K$259.7K-$7.1K2026-10-21
Meyer Handelman Co
DECREASED3,3073,332-25-1%$268.1K$259.3K-$8.8K2026-10-28
Aerodigm Wealth, LLC
NEW3,303—+3,303——$259.0K—2026-10-16
Columbia Advisory Partners LLC
DECREASED3,2874,099-812-20%$330.3K$257.8K-$72.5K2026-10-15
Arbor Investment Advisors, LLC
INCREASED3,2833,064+219+7%$246.9K$257.5K+$10.6K2026-10-26
Regatta Capital Group, LLC
UNCHANGED3,2683,26800%$263.3K$256.3K-$7.0K2026-10-23
Tred Avon Family Wealth, LLC
UNCHANGED3,2643,26400%$263.0K$256.0K-$7.0K2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED3,2473,245+2+0%$261.4K$254.6K-$6.8K2026-10-22
Weaver Consulting Group
UNCHANGED3,2473,24700%$261.6K$254.7K-$7.0K2026-10-07
Guild Investment Management, Inc.
UNCHANGED3,2283,22800%$260.1K$253.1K-$6.9K2026-11-03
Great Waters Wealth Management
NEW3,227—+3,227——$253.1K—2026-10-07
Gutierrez Wealth Advisory, LLC
INCREASED3,2213,078+143+5%$248.0K$252.6K+$4.6K2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED3,2123,21200%$258.8K$251.9K-$6.9K2026-11-04
N10 Wealth, LLC
NEW3,208—+3,208——$251.6K—2026-10-14
DB&C Advisors, LLC
DECREASED3,2083,267-59-2%$263.2K$251.6K-$11.6K2026-10-26
LFA - Lugano Financial Advisors SA
DECREASED3,2003,540-340-10%$285.2K$250.9K-$34.3K2026-11-03
CMH Wealth Management LLC
UNCHANGED3,1843,18400%$256.5K$249.7K-$6.8K2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED3,1723,17200%$255.6K$248.7K-$6.8K2026-10-16
Partners Wealth Management, LLC
NEW3,170—+3,170——$248.6K—2026-10-28
Middleton & Co Inc
UNCHANGED3,1363,13600%$252.7K$245.9K-$6.7K2026-10-23
Mission Financial Group, LLC
NEW3,133—+3,133——$245.7K—2026-10-21
Hudock, Inc.
DECREASED3,1333,137-40%$252.8K$245.7K-$7.1K2026-10-14
Carret Asset Management, LLC
UNCHANGED3,1333,13300%$252.5K$245.7K-$6.7K2026-11-04
KOM Wealth Management Group, LLC
DECREASED3,1273,915-788-20%$315.4K$245.2K-$70.3K2026-10-15
Allen Investment Management, LLC
UNCHANGED3,1003,10000%$249.8K$243.1K-$6.7K2026-11-03
Towneley Capital Management, Inc / de
UNCHANGED3,0993,09900%$249.7K$243.0K-$6.7K2026-10-09
SVB Wealth LLC
DECREASED3,0978,037-4,940-61%$647.5K$242.9K-$404.6K2026-11-06
C2c Wealth Management, LLC
UNCHANGED3,0883,08800%$248.8K$242.2K-$6.6K2026-10-20
Mattern Capital Management, LLC
UNCHANGED3,0803,08000%$248.2K$241.5K-$6.6K2026-11-02
Kachkovsky & Fisher, Inc.
DECREASED3,0713,229-158-5%$260.1K$240.8K-$19.3K2026-10-21
Barlow Wealth Partners, LLC
UNCHANGED3,0603,06000%$245.2K$247.8K+$2.6K2026-10-15
HBW Advisory Services LLC
NEW3,032—+3,032——$237.8K—2026-10-15
Exchange Bank
INCREASED3,0242,568+456+18%$206.9K$237.1K+$30.2K2026-10-07
Spinnaker Investment Group, LLC
UNCHANGED3,0243,02400%$243.6K$237.1K-$6.5K2026-10-13
Balefire, LLC
DECREASED3,0163,129-113-4%$252.1K$236.5K-$15.6K2026-10-09
Compass Ion Advisors, LLC
INCREASED3,0102,993+17+1%$241.2K$236.0K-$5.2K2026-10-23
Aletheian Wealth Advisors LLC
DECREASED3,0033,448-445-13%$277.8K$235.5K-$42.3K2026-10-08
Burns J W & Co Inc
UNCHANGED3,0003,00000%$241.7K$235.3K-$6.5K2026-10-20
Ceera Investments, LLC
UNCHANGED3,0003,00000%$241.7K$235.3K-$6.5K2026-11-02
Wincap Financial LLC
DECREASED2,9943,012-18-1%$242.7K$234.8K-$7.9K2026-10-20
Brooklyn FI, LLC
INCREASED2,9922,928+64+2%$235.7K$246.5K+$10.8K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED2,9842,98400%$240$234-$62026-10-27
Beacon Financial Advisory LLC
INCREASED2,9802,977+3+0%$239.9K$233.7K-$6.2K2026-10-16
Crumly & Associates Inc.
UNCHANGED2,9482,94800%$237.5K$231.2K-$6.3K2026-10-07
Godsey & Gibb, Inc
UNCHANGED2,9342,93400%$236.4K$230.1K-$6.3K2026-10-14
Trellis Wealth Advisors LLC
UNCHANGED2,9322,93200%$236.2K$229.9K-$6.3K2026-10-19
Bell Bank
NEW2,925—+2,925——$229.4K—2026-10-21
Studio Investment Management LLC
DECREASED2,9203,361-441-13%$270.8K$229.0K-$41.8K2026-10-22
Violich Capital Management, Inc.
UNCHANGED2,9202,92000%$235.3K$229.0K-$6.3K2026-10-05
Polaris Financial Partners
NEW2,919—+2,919——$252—2026-10-02
Atlatl Advisers LLC
UNCHANGED2,9012,90100%$233.7K$227.5K-$6.2K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW2,897—+2,897——$227.3K—2026-10-14
Portside Wealth Group, LLC
DECREASED2,8847,492-4,608-62%$603.6K$226.2K-$377.5K2026-10-20
Mycio Wealth Partners, LLC
INCREASED2,8822,879+3+0%$231.9K$226.0K-$5.9K2026-11-04
Seven Hills Financial, LLC
NEW2,877—+2,877——$225.6K—2026-10-13
VVR Holdings LLC
INCREASED2,8642,854+10+0%$229.9K$224.6K-$5.3K2026-10-19
Clark Financial Services Group Inc
UNCHANGED2,8562,85600%$230.1K$224.0K-$6.1K2026-10-19
HCR Wealth Advisors
INCREASED2,8552,845+10+0%$229.3K$224.0K-$5.3K2026-10-15
Childress Capital Advisors, LLC
INCREASED2,8532,851+2+0%$229.7K$223.8K-$5.9K2026-10-28
Centurion Wealth Management LLC
DECREASED2,8483,438-590-17%$277.0K$223.3K-$53.7K2026-10-13
Narwhal Capital Management
UNCHANGED2,8262,82600%$227.7K$221.6K-$6.1K2026-11-04
Gray Private Wealth, LLC
UNCHANGED2,8122,81200%$226.6K$220.5K-$6.0K2026-10-28
Compass Wealth Management LLC
NEW2,806—+2,806——$220.0K—2026-10-22
Vista Capital Partners, Inc.
NEW2,804—+2,804——$219.9K—2026-11-06
Grant Private Wealth Management Inc
UNCHANGED2,8002,80000%$225.6K$219.6K-$6.0K2026-10-19
ARQ Wealth Advisors, LLC
UNCHANGED2,7922,79200%$224.7K$218.9K-$5.8K2026-10-29
RDA Financial Network
DECREASED2,7882,834-46-2%$228.3K$218.6K-$9.7K2026-10-15
Vestia Personal Wealth Advisors
INCREASED2,7762,630+146+6%$211.9K$217.7K+$5.8K2026-10-20
Burk Holdings LLC
INCREASED2,768556+2,212+398%$44.8K$217.1K+$172.3K2026-11-05
Straight Path Wealth Management
DECREASED2,7522,880-128-4%$232.0K$215.8K-$16.2K2026-10-23
Toth Financial Advisory Corp
DECREASED2,7432,787-44-2%$224.5K$215.1K-$9.4K2026-10-08
Mechanics Bank Trust Department
DECREASED2,7153,472-757-22%$279.7K$212.9K-$66.8K2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED2,7122,71200%$218.5K$212.7K-$5.8K2026-10-13
Emerald Advisors, LLC
UNCHANGED2,7122,71200%$218.5K$212.7K-$5.8K2026-10-13
TKG Advisors, LLC
UNCHANGED2,7122,71200%$218.5K$212.7K-$5.8K2026-11-02
Sather Financial Group Inc
UNCHANGED2,7062,70600%$218.0K$212.2K-$5.8K2026-10-30
Burke & Herbert Bank & Trust Co
UNCHANGED2,7042,70400%$217.9K$212.0K-$5.8K2026-11-02
Rise Advisors, LLC
INCREASED2,7032,693+10+0%$217.0K$212.0K-$5.0K2026-10-16
Sageworth Trust Co of South Dakota
UNCHANGED2,6962,69600%$217.2K$211.4K-$5.8K2026-10-30
DecisionPoint Financial, LLC
INCREASED2,6922,600+92+4%$209.0K$213.0K+$4.0K2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED2,6802,68000%$215.9K$210.2K-$5.8K2026-10-26
Vestor Capital, LLC
INCREASED2,678295+2,383+808%$124$335+$2112026-11-04
Fairman Group, LLC
INCREASED2,6762,666+10+0%$214.8K$209.9K-$5.0K2026-10-26
Glass Wealth Management Co LLC
UNCHANGED2,6662,66600%$214.8K$209.0K-$5.7K2026-10-28
First Nebraska Trust Co
UNCHANGED2,6442,64400%$213.0K$207.3K-$5.7K2026-10-30
Sky Investment Group LLC
NEW2,640—+2,640——$207.0K—2026-10-30
Crescent Grove Advisors, LLC
NEW2,636—+2,636——$206.7K—2026-10-21
Byrne Asset Management LLC
DECREASED2,6292,636-70%$212.4K$208.1K-$4.3K2026-10-06
Jeppson Wealth Management, LLC
DECREASED2,6282,708-80-3%$218.2K$206.1K-$12.1K2026-10-20
WealthPlan Investment Management, LLC
INCREASED2,6262,603+23+1%$209.7K$205.9K-$3.8K2026-10-15
Towercrest Capital Management
NEW2,624—+2,624——$205.8K—2026-10-23
Alliance Wealth Management Group
NEW2,624—+2,624——$205.8K—2026-10-29
Kesler, Norman & Wride, LLC
DECREASED2,6202,711-91-3%$218.4K$205.5K-$13.0K2026-11-06
Stordahl Capital Management, Inc.
UNCHANGED2,6082,60800%$210.1K$204.5K-$5.6K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED2,6052,596+9+0%$209.2K$204.3K-$4.8K2026-11-06
Juncture Wealth Strategies, LLC
NEW2,604—+2,604——$204.2K—2026-10-06
FWG Investments, Llc.
INCREASED2,6012,600+1+0%$209.5K$204.0K-$5.6K2026-11-03
Morling Financial Advisors, LLC
DECREASED2,6002,660-60-2%$214.3K$203.9K-$10.4K2026-10-28
Clarus Group, Inc.
UNCHANGED2,6002,60000%$209.5K$203.9K-$5.6K2026-10-21
LifeGoal Investments, LLC
INCREASED2,5952,578+17+1%$207.7K$203.5K-$4.3K2026-10-09
Bernicke Wealth Management, Ltd.
UNCHANGED2,5922,59200%$208.8K$203.3K-$5.6K2026-11-06
Tcfg Investment Advisors, LLC
INCREASED2,5822,556+26+1%$205.9K$202.5K-$3.5K2026-10-20
Matauro, LLC
NEW2,564—+2,564——$201.0K—2026-11-03
Atwood & Palmer Inc
INCREASED2,5602,116+444+21%$170.5K$200.8K+$30.3K2026-10-08
Aquire Wealth Advisors, LLC
DECREASED2,5602,778-218-8%$223.9K$200.8K-$23.1K2026-10-23
Richardson Capital Management LLC
DECREASED2,5452,643-98-4%$212.9K$199.6K-$13.4K2026-10-23
Waterfront Wealth Inc.
NEW2,523—+2,523——$204.0K—2026-11-03
Princeton Global Asset Management LLC
UNCHANGED2,4882,48800%$200.5K$195.1K-$5.3K2026-10-21
Realta Investment Advisors
DECREASED2,3572,901-544-19%$233.7K$184.9K-$48.9K2026-10-14
TrustBank
INCREASED2,3301,280+1,050+82%$103.1K$182.7K+$79.6K2026-10-20
Clean Yield Group
UNCHANGED2,2722,27200%$183.1K$178.2K-$4.9K2026-10-28
Tounjian Advisory Partners, LLC
DECREASED2,2654,092-1,827-45%$329.7K$177.6K-$152.1K2026-11-04
Align Financial, LLC
UNCHANGED2,2392,23900%$180.4K$175.6K-$4.8K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED2,0902,09000%$168.4K$163.9K-$4.5K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,07012,799-10,729-84%$1.0M$162.3K-$868.9K2026-10-14
Key Capital Management, Inc
INCREASED2,0201,371+649+47%$110.5K$158.4K+$47.9K2026-11-03
Intelligent Financial Strategies
INCREASED2,0021,997+5+0%$160.9K$157.0K-$3.9K2026-10-16
SBI Securities Co., Ltd.
INCREASED1,9381,892+46+2%$152.4K$152.0K-$4602026-10-22
Global Trust Asset Management, LLC
UNCHANGED1,9241,92400%$155.0K$150.9K-$4.1K2026-10-19
Triumph Capital Management
UNCHANGED1,9081,90800%$153.7K$149.6K-$4.1K2026-10-14
Laurel Wealth Advisors LLC
NEW1,864—+1,864——$146.2K—2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED1,8321,83200%$147.6K$143.7K-$3.9K2026-10-22
Trust Co
DECREASED1,7561,856-100-5%$149.5K$137.7K-$11.8K2026-10-09
Cherry Tree Wealth Management, LLC
UNCHANGED1,7421,74200%$140.4K$136.6K-$3.7K2026-10-15
Sellwood Investment Partners LLC
DECREASED1,6561,693-37-2%$136.4K$129.9K-$6.5K2026-11-03
Entrust Financial LLC
INCREASED1,6451,624+21+1%$130.8K$129.0K-$1.9K2026-11-04
MB, Levis & Associates, LLC
INCREASED1,6441,638+6+0%$131.9K$128.9K-$3.1K2026-10-16
McCarley & Cook Financial Planners
UNCHANGED1,6251,62500%$130.9K$127.4K-$3.5K2026-10-21
Ares Financial Consulting, LLC
UNCHANGED1,6161,61600%$130.2K$126.7K-$3.5K2026-10-19
First Pacific Financial
INCREASED1,6111,605+6+0%$129.3K$126.3K-$3.0K2026-10-14
10Elms LLP
DECREASED1,6002,660-1,060-40%$214.3K$125.5K-$88.8K2026-11-06
Sunrise Financial Services, LLC
UNCHANGED1,6001,60000%$128.9K$125.5K-$3.4K2026-10-21
Financial Perspectives, Inc
INCREASED1,5971,563+34+2%$126.0K$125.2K-$7452026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED1,5391,542-30%$124.2K$120.7K-$3.6K2026-11-02
White & Co Financial Planning Inc
NEW1,520—+1,520——$436.5K—2026-10-16
Hilton Head Capital Partners, LLC
DECREASED1,4701,540-70-5%$124.1K$115.3K-$8.8K2026-10-23
Creative Capital Management Investments LLC
UNCHANGED1,4521,45200%$117.0K$113.9K-$3.1K2026-10-28
Richardson Financial Services Inc.
DECREASED1,4441,517-73-5%$122.2K$113.2K-$9.0K2026-10-30
MV Capital Management, Inc.
INCREASED1,4361,072+364+34%$86.4K$112.6K+$26.2K2026-10-29
Bell Investment Advisors, Inc
UNCHANGED1,4071,40700%$113.4K$110.3K-$3.0K2026-10-29
Nemes Rush Group LLC
DECREASED1,3371,731-394-23%$139.5K$104.8K-$34.7K2026-11-04
Harbor Asset Planning, Inc.
INCREASED1,3321,327+5+0%$106.9K$104.5K-$2.5K2026-10-23
Birch Capital Management, LLC
UNCHANGED1,3321,33200%$107.3K$104.5K-$2.9K2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED1,3222,155-833-39%$173.7K$103.7K-$70.0K2026-10-16
Archer Investment Corp
INCREASED1,2921,083+209+19%$87.3K$101.4K+$14.1K2026-11-05
Armstrong Advisory Group, Inc
INCREASED1,2831,124+159+14%$90.6K$100.6K+$10.1K2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED1,2641,26400%$101.8K$99.1K-$2.7K2026-10-15
Elevated Capital Advisors, LLC
DECREASED1,1961,268-72-6%$102.2K$93.8K-$8.4K2026-11-04
Retirement Wealth Solutions LLC
DECREASED1,1881,207-19-2%$97.3K$93.2K-$4.1K2026-10-07
Birch Financial Group, LLC
NEW1,173—+1,173——$92.0K—2026-10-27
Rydar Equities, Inc.
NEW1,154—+1,154——$92.4K—2026-10-13
Provident Wealth Management, LLC
DECREASED1,0921,496-404-27%$120.5K$85.6K-$34.9K2026-10-20
Kozak & Associates, Inc.
INCREASED1,0771,076+1+0%$86.5K$87.9K+$1.4K2026-10-29
Piedmont Capital Management, LLC
UNCHANGED1,0601,06000%$85.4K$83.1K-$2.3K2026-10-21
SRH Advisors, LLC
UNCHANGED1,0401,04000%$83.8K$81.6K-$2.2K2026-10-22
Sawyer & Company, Inc
INCREASED994990+4+0%$79.8K$77.9K-$1.8K2026-10-21
Markowski Investments
UNCHANGED98498400%$79.3K$77.2K-$2.1K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED960958+2+0%$77.2K$75.3K-$1.9K2026-11-05
IMG Wealth Management, Inc.
DECREASED952980-28-3%$79.0K$74.7K-$4.3K2026-10-27
Go Invest LLC
DECREASED9381,767-829-47%$142.3K$73.6K-$68.7K2026-10-09
Kingdom Financial Group Llc.
INCREASED934878+56+6%$70.7K$73.3K+$2.6K2026-11-04
Fairscale Capital, LLC
UNCHANGED92892800%$74.8K$75.6K+$8262026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED924920+4+0%$74.1K$72.4K-$1.7K2026-10-05
Hanson & Doremus Investment Management
UNCHANGED91291200%$73.0K$72-$72.9K2026-10-16
Hoey Investments, Inc
INCREASED885882+3+0%$71.0K$69.4K-$1.6K2026-10-29
Piscataqua Savings Bank
UNCHANGED88488400%$71.2K$69.3K-$1.9K2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED88088000%$70.9K$69.0K-$1.9K2026-10-23
Aspect Partners, LLC
UNCHANGED86886800%$69.9K$68.1K-$1.9K2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED86886800%$69.9K$68.1K-$1.9K2026-10-20
Hamilton Point Investment Advisors, LLC
UNCHANGED84484400%$68.0K$66.2K-$1.8K2026-11-03
Phillip James Consulting Co.
UNCHANGED82082000%$66.1K$64.3K-$1.8K2026-11-03
Winch Advisory Services, LLC
INCREASED810804+6+1%$64.8K$63.5K-$1.3K2026-11-06
Zions Bancorporation, National Association
UNCHANGED80480400%$64.8K$63.1K-$1.7K2026-11-06
Legacies Wealth LLC
UNCHANGED80080000%$64.5K$62.7K-$1.7K2026-11-02
Woodard & Co Asset Management Group Inc
UNCHANGED78078000%$62.8K$61.2K-$1.7K2026-11-03
Yankcom Partnership
UNCHANGED78078000%$62.8K$61.2K-$1.7K2026-10-15
Proathlete Wealth Management LLC
DECREASED7761,380-604-44%$111.2K$60.9K-$50.3K2026-10-15
SJS Investment Consulting Inc.
DECREASED776780-4-1%$62.8K$60.9K-$2.0K2026-10-26
Insight Inv LLC
UNCHANGED77677600%$62.5K$60.9K-$1.7K2026-10-27
Signature Resources Capital Management, LLC
INCREASED752436+316+72%$35.1K$59.0K+$23.8K2026-10-16
Maseco LLP
DECREASED7511,054-303-29%$84.9K$58.8K-$26.0K2026-10-27
Concord Wealth Partners
INCREASED749747+2+0%$60.2K$58.7K-$1.5K2026-11-02
North Point Portfolio Managers Corp
NEW740—+740——$58.0K—2026-10-07
Pathway Financial Advisers, LLC
NEW733—+733——$57.5K—2026-10-27
Dorato Capital Management
UNCHANGED72072000%$58.3K$57.7K-$5762026-10-08
Breakwater Investment Management
DECREASED6681,592-924-58%$128.3K$52.4K-$75.9K2026-10-20
Newton One Investments LLC
UNCHANGED66866800%$53.8K$52.4K-$1.4K2026-10-14
Investors Research Corp
INCREASED65428+626+2236%$2.3K$51.3K+$49.0K2026-10-07
Compass Financial Management LLC
INCREASED607604+3+1%$49.0K$47.6K-$1.4K2026-10-30
Blume Capital Management, Inc.
UNCHANGED56956900%$45.8K$44.6K-$1.2K2026-10-26
Prudent Man Investment Management, Inc.
NEW553—+553——$43.4K—2026-11-03
CGC Financial Services, LLC
UNCHANGED52852800%$42.5K$41.4K-$1.1K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED524522+2+0%$42.1K$41.1K-$9722026-10-28
Evolution Wealth Management Inc.
DECREASED520804-284-35%$64.8K$40.8K-$24.0K2026-10-28
Pillar Financial Advisors, LLC
UNCHANGED50850800%$40.9K$39.8K-$1.1K2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED49649600%$40.0K$38.9K-$1.1K2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED49649600%$40$39-$12026-10-13
Coston, McIsaac & Partners
UNCHANGED48448400%$38$38.0K+$37.9K2026-11-06
DiNuzzo Private Wealth, Inc.
UNCHANGED48048000%$38.7K$37.6K-$1.0K2026-10-16
Pacifica Partners Inc.
INCREASED474472+2+0%$38.0K$37.5K-$5092026-10-09
Adkins Seale Capital Management LLC
UNCHANGED47347300%$38.1K$37.1K-$1.0K2026-10-27
Birchwood Financial Partners, Inc.
INCREASED463441+22+5%$35.6K$36.3K+$7522026-11-02
Clark Wealth Partners
INCREASED438436+2+0%$35.2K$34.3K-$8122026-10-19
PFS Partners, LLC
DECREASED431490-59-12%$39.5K$33.8K-$5.7K2026-10-21
Luken Investment Analytics, LLC
UNCHANGED42442400%$34.2K$33.3K-$9122026-11-06
Lynch Investment Planning, LLC
NEW420—+420——$32.9K—2026-10-27
Transce3nd, LLC
NEW412—+412——$33.5K—2026-10-26
Versant Capital Management, Inc
UNCHANGED37637600%$30.3K$29.5K-$8082026-10-02
Raleigh Capital Management Inc.
DECREASED3141,192-878-74%$96.1K$24.6K-$71.5K2026-10-28
Trifecta Capital Advisors, LLC
UNCHANGED31231200%$25.1K$24.5K-$6702026-10-21
Hurley Capital, LLC
INCREASED311310+1+0%$25.0K$24.4K-$5822026-11-05
Main Street Group, LTD
INCREASED310309+1+0%$24.9K$24.3K-$5762026-10-28
Three Bridge Wealth Advisors, LLC
NEW308—+308——$24.1K—2026-11-05
Financial Consulate, Inc
INCREASED300216+84+39%$17.4K$23.5K+$6.1K2026-10-23
Balance Wealth Partners LLC
NEW284—+284——$22.2K—2026-10-27
Kentucky Trust Co
UNCHANGED28428400%$22.9K$22.3K-$6112026-10-15
Elyxium Wealth, LLC
NEW273—+273——$21.4K—2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED26026000%$20.9K$20.4K-$5592026-10-30
Latitude Advisors, LLC
NEW258—+258——$20.2K—2026-10-27
Quaker Wealth Management, LLC
INCREASED232160+72+45%$12.9K$18.2K+$5.3K2026-10-22
Vermillion Wealth Management, Inc.
DECREASED2253,126-2,901-93%$251.9K$17.6K-$234.2K2026-10-26
Capital Investment Counsel, Inc
UNCHANGED21621600%$17.4K$16.9K-$4642026-10-20
Nfsg Corp
INCREASED21275+137+183%$6.0K$16.6K+$10.6K2026-10-15
Davis Capital Management
UNCHANGED21221200%$17.1K$16.6K-$4562026-10-08
Hughes Financial Services, LLC
NEW200—+200——$16.4K—2026-10-30
Arjuna Capital
NEW191—+191——$15.0K—2026-11-03
Sfam, LLC
UNCHANGED18818800%$15.1K$14.7K-$4042026-11-03
Thompson Investment Management, Inc.
UNCHANGED18018000%$14.5K$14.1K-$3872026-10-14
Union Savings Bank
UNCHANGED16416400%$13.2K$12.9K-$3512026-10-14
Adirondack Trust Co
DECREASED15024,150-24,000-99%$1.9M$11.8K-$1.9M2026-10-14
Boyd Watterson Asset Management LLC
UNCHANGED14814800%$11.9K$11.6K-$3182026-11-06
Vima LLC
UNCHANGED14814800%$11.9K$11.6K-$3182026-10-23
CFG Wealth Management Services, Inc.
NEW147—+147——$11.6K—2026-10-21
Rothwell Investment Advisors, LLC
NEW142—+142——$11.1K—2026-11-06
Eukles Asset Management
UNCHANGED12712700%$10.2K$10.0K-$2722026-11-04
Copeland Capital Management, LLC
DECREASED12010,202-10,082-99%$822.0K$9.4K-$812.5K2026-10-13
General Partner, Inc.
UNCHANGED11611600%$9.3K$9.1K-$2492026-10-05
Gen-Wealth Partners Inc
UNCHANGED10810800%$8.7K$8.5K-$2332026-11-04
Decker Retirement Planning Inc.
NEW106—+106——$8.3K—2026-10-19
Livelsberger Financial Advisory
NEW100—+100——$7.8K—2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED969600%$7.7K$7.5K-$2072026-10-09
Lloyd Advisory Services, Llc.
UNCHANGED929200%$7.4K$7.2K-$1972026-11-02
Wolff Wiese Magana LLC
UNCHANGED929200%$7.4K$7.2K-$1982026-10-15
Investment Research & Advisory Group, Inc.
INCREASED8668+18+26%$5.5K$6.8K+$1.3K2026-10-19
Bank & Trust Co
UNCHANGED808000%$6.4K$6.3K-$1722026-10-07
WPG Advisers, LLC
DECREASED76108-32-30%$8.7K$6.0K-$2.7K2026-10-27
Horizon Financial Services, LLC
INCREASED6852+16+31%$4.2K$5.3K+$1.1K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED565600%$4.5K$4.4K-$1202026-10-14
Your Advocates Ltd., LLP
DECREASED52496-444-90%$40.0K$4.1K-$35.9K2026-11-03
Arvest Investments, Inc.
UNCHANGED444400%$3.5K$3.5K-$952026-10-21
Wilkerson Advisory Group LLC
UNCHANGED444400%$3.5K$3.5K-$952026-10-20
Morton Brown Family Wealth, LLC
DECREASED4051-11-22%$4.1K$3.1K-$9722026-10-23
RHL Group, LLC
INCREASED384+34+850%$324$3.0K+$2.7K2026-11-04
Viewpoint Capital Management LLC
NEW36—+36——$2.8K—2026-10-27
Carolina Wealth Advisors, LLC
NEW36—+36——$2.8K—2026-10-23
Gables Capital Management Inc.
NEW33—+33——$2.6K—2026-11-04
American Capital Advisory, LLC
NEW32—+32——$2.5K—2026-10-28
IAG Wealth Partners, LLC
NEW32—+32——$2.5K—2026-11-06
Cedar Mountain Advisors, LLC
DECREASED2852-24-46%$4.2K$2.2K-$2.0K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED242400%$1.9K$1.9K-$522026-10-05
High Point Wealth Management, LLC
UNCHANGED202000%$1.6K$1.6K-$382026-11-05
Nova Financial LLC
NEW17—+17——$1.3K—2026-11-04
Private Wealth Management Group, LLC
UNCHANGED161600%$1.3K$1.3K-$352026-10-19
Robbins Farley
UNCHANGED161600%$1.3K$1.3K-$352026-10-21
Jefferies Financial Group Inc.
CLOSED0280,000-280,000-100%$22.6M$0-$22.6M2026-11-05
MFA Wealth Advisors, LLC
CLOSED073,861-73,861-100%$6.0M$0-$6.0M2026-10-07
Bryant Woods Investment Advisors, LLC
CLOSED027,283-27,283-100%$2.2M$0-$2.2M2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED026,580-26,580-100%$2.1M$0-$2.1M2026-10-27
Kraft, Davis & Associates, LLC
CLOSED023,413-23,413-100%$1.9M$0-$1.9M2026-10-21
Marks Group Wealth Management, Inc
CLOSED022,041-22,041-100%$1.8M$0-$1.8M2026-11-05
FDx Advisors, Inc.
CLOSED016,573-16,573-100%$1.3M$0-$1.3M2026-11-05
Ardent Capital Management, Inc.
CLOSED013,480-13,480-100%$1.1M$0-$1.1M2026-10-16
PCG Asset Management, LLC
CLOSED010,494-10,494-100%$845.5K$0-$845.5K2026-11-05
Strategic Equity Management
CLOSED010,458-10,458-100%$842.6K$0-$842.6K2026-11-04
Providence First Trust Co
CLOSED08,594-8,594-100%$692.4K$0-$692.4K2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED08,036-8,036-100%$647.5K$0-$647.5K2026-10-16
Avestar Capital, LLC
CLOSED07,176-7,176-100%$578.2K$0-$578.2K2026-10-28
Money Concepts Capital Corp
CLOSED06,269-6,269-100%$505.1K$0-$505.1K2026-11-06
Center For Asset Management LLC
CLOSED05,770-5,770-100%$464.9K$0-$464.9K2026-10-16
Barrett & Company, Inc.
CLOSED04,372-4,372-100%$352.2K$0-$352.2K2026-10-22
Merrithew & Thorsten Inc
CLOSED04,080-4,080-100%$328.0K$0-$328.0K2026-11-06
TBH Global Asset Management, LLC
CLOSED04,058-4,058-100%$327.0K$0-$327.0K2026-11-03
Courage Miller Partners, LLC
CLOSED03,992-3,992-100%$321.6K$0-$321.6K2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED03,338-3,338-100%$268.9K$0-$268.9K2026-10-14
Strategic Wealth Investment Group, LLC
CLOSED03,308-3,308-100%$266.5K$0-$266.5K2026-10-29
Old North State Wealth Management, LLC
CLOSED03,104-3,104-100%$250.3K$0-$250.3K2026-10-22
Capital Square, LLC
CLOSED03,051-3,051-100%$247.0K$0-$247.0K2026-10-19
Financial Life Advisors
CLOSED02,995-2,995-100%$241.3K$0-$241.3K2026-10-14
Succession Financial, Inc.
CLOSED02,944-2,944-100%$237.2K$0-$237.2K2026-10-14
Tennessee Valley Asset Management Partners
CLOSED02,864-2,864-100%$230.8K$0-$230.8K2026-11-03
CLG LLC
CLOSED02,840-2,840-100%$228.8K$0-$228.8K2026-10-13
Smith Chas P & Associates PA Cpas
CLOSED02,804-2,804-100%$225.9K$0-$225.9K2026-10-22
Valued Retirements, Inc.
CLOSED02,764-2,764-100%$222.7K$0-$222.7K2026-11-06
Prospect Financial Group LLC
CLOSED02,763-2,763-100%$222.6K$0-$222.6K2026-11-05
Belleair Asset Management, LLC
CLOSED02,760-2,760-100%$222.4K$0-$222.4K2026-11-03
Lebenthal Global Advisors, LLC
CLOSED02,637-2,637-100%$212.4K$0-$212.4K2026-10-28
Marble Harbor Investment Counsel, LLC
CLOSED02,561-2,561-100%$206.3K$0-$206.3K2026-11-06
Saxon Interests, Inc.
CLOSED02,553-2,553-100%$205.7K$0-$205.7K2026-10-26
Auxano Advisors, LLC
CLOSED02,548-2,548-100%$205.3K$0-$205.3K2026-11-06
Amarillo National Bank
CLOSED02,540-2,540-100%$204.6K$0-$204.6K2026-10-23
Citizens & Northern Corp
CLOSED02,528-2,528-100%$203.7K$0-$203.7K2026-11-06
Burton Enright Welch
CLOSED02,516-2,516-100%$202.7K$0-$202.7K2026-11-04
Lazari Capital Management, Inc.
CLOSED02,509-2,509-100%$202.2K$0-$202.2K2026-10-20
BankPlus Trust Department
CLOSED01,268-1,268-100%$102.2K$0-$102.2K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0973-973-100%$78.4K$0-$78.4K2026-11-06
LifeSteps Financial, Inc.
CLOSED0928-928-100%$74.8K$0-$74.8K2026-10-15
Sterling Capital Management LLC
CLOSED0868-868-100%$69.9K$0-$69.9K2026-10-22
Sims Investment Management, LLC
CLOSED0772-772-100%$62.2K$0-$62.2K2026-10-13
Cornerstone Planning Group LLC
CLOSED0585-585-100%$47.1K$0-$47.1K2026-10-16
Wagner Wealth Management, LLC
CLOSED0508-508-100%$40.9K$0-$40.9K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED0473-473-100%$38.1K$0-$38.1K2026-10-29
West Paces Advisors Inc.
CLOSED091-91-100%$7.3K$0-$7.3K2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$978.1K$1.0M+$34.3K2026-10-29
Jones Financial Companies Lllp
N/A—110,769,908-110,769,908-100%$8.9B———
Wells Fargo & Company
N/A—109,705,786-109,705,786-100%$8.8B———
Bank of America Corp
N/A—73,987,186-73,987,186-100%$6.0B———
UBS Group AG
N/A—55,523,351-55,523,351-100%$4.5B———
Morgan Stanley
N/A—36,272,342-36,272,342-100%$2.9B———
Raymond James Financial Inc
N/A—31,257,030-31,257,030-100%$2.5B———
Envestnet Asset Management Inc
N/A—24,776,718-24,776,718-100%$2.0B———
Northwestern Mutual Wealth Management Co
N/A—24,385,742-24,385,742-100%$2.0B———
Natixis Advisors, LLC
N/A—17,885,016-17,885,016-100%$1.4B———
Ameriprise Financial Inc
N/A—12,400,387-12,400,387-100%$999.2M———
CIBC Bancorp USA Inc.
N/A—10,483,935-10,483,935-100%$844.0M———
Moneta Group Investment Advisors LLC
N/A—10,059,496-10,059,496-100%$810.5M———
Mariner, LLC
N/A—8,738,252-8,738,252-100%$704.0M———
JPMorgan Chase & Co
N/A—8,628,563-8,628,563-100%$694.3M———
Royal Bank of Canada
N/A—6,796,573-6,796,573-100%$547.6M———
Cerity Partners LLC
N/A—5,787,723-5,787,723-100%$466.4M———
Cetera Investment Advisers
N/A—5,696,979-5,696,979-100%$459.0M———
JMG Financial Group, Ltd.
N/A—5,646,613-5,646,613-100%$454.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,399,546-5,399,546-100%$435.0M———
HighTower Advisors, LLC
N/A—4,367,572-4,367,572-100%$351.9M———
Goldman Sachs Group Inc
N/A—3,614,235-3,614,235-100%$291.2M———
Bank of Montreal
N/A—3,516,510-3,516,510-100%$283.3M———
Osaic Holdings, Inc.
N/A—3,445,858-3,445,858-100%$277.7M———
Rockefeller Capital Management L.P.
N/A—3,338,684-3,338,684-100%$269.0M———
Beacon Pointe Advisors, LLC
N/A—3,154,240-3,154,240-100%$254.1M———
Stifel Financial Corp
N/A—2,923,303-2,923,303-100%$235.5M———
Baird Financial Group, Inc.
N/A—2,499,328-2,499,328-100%$201.4M———
Pathstone Holdings, LLC
N/A—2,401,779-2,401,779-100%$193.5M———
Wealthspire Advisors, LLC
N/A—2,345,040-2,345,040-100%$188.9M———
FMR LLC
N/A—2,278,245-2,278,245-100%$183.6M———
1832 Asset Management L.P.
N/A—2,157,381-2,157,381-100%$173.8M———
Bleakley Financial Group, LLC
N/A—1,927,108-1,927,108-100%$155.3M———
Invictus Private Wealth, LLC
N/A—1,764,095-1,764,095-100%$142.1M———
Janney Montgomery Scott LLC
N/A—1,654,013-1,654,013-100%$133.3M———
MML Investors Services, LLC
N/A—1,570,945-1,570,945-100%$126.6M———
Waverly Advisors, LLC
N/A—1,537,251-1,537,251-100%$123.9M———
Equitable Holdings, Inc.
N/A—1,492,990-1,492,990-100%$120.3M———
Captrust Financial Advisors
N/A—1,402,905-1,402,905-100%$113.0M———
National Philanthropic Trust
N/A—1,400,393-1,400,393-100%$112.8M———
NewEdge Advisors, LLC
N/A—1,359,872-1,359,872-100%$109.6M———
Cresset Asset Management, LLC
N/A—1,297,689-1,297,689-100%$104.6M———
UBS Asset Management Americas LLC
N/A—1,241,259-1,241,259-100%$100.0M———
Pine Ridge Advisers LLC
N/A—1,224,488-1,224,488-100%$98.7M———
&partners
N/A—1,202,798-1,202,798-100%$96.9M———
Mercer Global Advisors Inc
N/A—1,177,558-1,177,558-100%$94.9M———
Arax Advisory Partners
N/A—1,078,534-1,078,534-100%$86.9M———
Trustmark Bank Trust Department
N/A—1,072,063-1,072,063-100%$86.4M———
Smithfield Trust Co
N/A—1,010,649-1,010,649-100%$81.4M———
Peapack Gladstone Financial Corp
N/A—981,870-981,870-100%$79.1M———
Betterment LLC
N/A—940,189-940,189-100%$75.8M———
Integrated Wealth Concepts LLC
N/A—876,370-876,370-100%$70.6M———
Steward Partners Investment Advisory, LLC
N/A—861,631-861,631-100%$69.4M———
Sanctuary Advisors, LLC
N/A—848,107-848,107-100%$68.3M———
Focus Partners Wealth
N/A—823,224-823,224-100%$66.3M———
Manufacturers Life Insurance Company, the
N/A—818,835-818,835-100%$16.4M———
BlackRock, Inc.
N/A—810,992-810,992-100%$65.3M———
Leavell Investment Management, Inc.
N/A—758,002-758,002-100%$61.1M———
Riverpoint Wealth Management Holdings, LLC
N/A—706,160-706,160-100%$56.9M———
Northwest Quadrant Wealth Management, LLC
N/A—702,864-702,864-100%$56.6M———
First Manhattan Co. Llc.
N/A—698,320-698,320-100%$56.3M———
Private Advisor Group, LLC
N/A—678,443-678,443-100%$54.7M———
Horizon Investments, LLC
N/A—676,163-676,163-100%$54.5M———
Nicolet Bankshares Inc
N/A—674,232-674,232-100%$54.5M———
Fi3 Financial Advisors, LLC
N/A—671,664-671,664-100%$47.9M———
MAI Capital Management
N/A—623,639-623,639-100%$50.2M———
Roehl & Yi Investment Advisors, LLC
N/A—606,696-606,696-100%$1.0M———
NewEdge Wealth, LLC
N/A—605,468-605,468-100%$48.8M———
Vestmark Advisory Solutions, Inc.
N/A—587,604-587,604-100%$47.3M———
Stephens Inc
N/A—587,191-587,191-100%$47.3M———
Summit Financial, LLC
N/A—586,924-586,924-100%$47.3M———
Wealthquest Corp
N/A—584,077-584,077-100%$47.1M———
BOK Financial Private Wealth, Inc.
N/A—583,370-583,370-100%$47.0M———
Blair William & Co
N/A—555,266-555,266-100%$44.7M———
Glenmede Trust Co NA
N/A—550,155-550,155-100%$44.3M———
Northern Trust Corp
N/A—527,808-527,808-100%$42.5M———
IFC Advisors LLC
N/A—527,486-527,486-100%$42.5M———
Shufro Rose & Co LLC
N/A—515,810-515,810-100%$41.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—499,187-499,187-100%$40.2M———
Pinnacle Financial Partners, Inc.
N/A—489,324-489,324-100%$39.4M———
Bouchey Financial Group, Ltd.
N/A—473,770-473,770-100%$38.2M———
American Trust
N/A—471,888-471,888-100%$38.0M———
Huntington National Bank
N/A—469,289-469,289-100%$37.8M———
Ameritas Advisory Services, LLC
N/A—459,384-459,384-100%$37.0M———
Wealthspire Retirement, LLC
N/A—458,206-458,206-100%$36.9M———
Bessemer Group Inc
N/A—451,680-451,680-100%$36.4M———
Consolidated Portfolio Review Corp
N/A—449,616-449,616-100%$36.2M———
Cary Street Partners Financial LLC
N/A—443,336-443,336-100%$35.7M———
TRB Wealth Management, LLC
N/A—435,256-435,256-100%$35.1M———
Whittier Trust Co
N/A—429,135-429,135-100%$34.7M———
Franklin Resources Inc
N/A—421,177-421,177-100%$33.9M———
Callan Family Office, LLC
N/A—398,618-398,618-100%$32.1M———
Round Rock Advisors LLC
N/A—396,501-396,501-100%$31.9M———
OneDigital Investment Advisors LLC
N/A—382,493-382,493-100%$30.8M———
Brown Advisory Inc
N/A—381,699-381,699-100%$30.8M———
Zhang Financial LLC
N/A—376,125-376,125-100%$30.3M———
Prosperity Consulting Group, LLC
N/A—375,687-375,687-100%$30.3M———
ST Germain D J Co Inc
N/A—365,556-365,556-100%$29.5M———
Commerce Bank
N/A—364,810-364,810-100%$29.4M———
Pure Financial Advisors, LLC
N/A—354,943-354,943-100%$28.6M———
Meridian Wealth Advisors, LLC
N/A—349,947-349,947-100%$28.2M———
Tiaa Trust, National Association
N/A—347,986-347,986-100%$28.0M———
American Financial Advisors, LLC
N/A—341,288-341,288-100%$27.5M———
Quantinno Capital Management LP
N/A—340,514-340,514-100%$27.4M———
GeoWealth Management, LLC
N/A—331,122-331,122-100%$26.7M———
Prudent Investors Network, Inc.
N/A—303,890-303,890-100%$24.5M———
AQR Capital Management LLC
N/A—300,069-300,069-100%$24.2M———
Cbiz Investment Advisory Services, LLC
N/A—297,343-297,343-100%$85.4M———
Bridges Investment Management Inc
N/A—295,340-295,340-100%$23.8M———
Whittier Trust Co of Nevada Inc
N/A—294,808-294,808-100%$23.8M———
Simmons Bank
N/A—291,810-291,810-100%$23.5M———
Coldstream Capital Management Inc
N/A—290,745-290,745-100%$23.4M———
Schroder Investment Management Group
N/A—288,214-288,214-100%$23.2M———
Benjamin Edwards Inc
N/A—282,381-282,381-100%$22.8M———
Ballentine Partners, LLC
N/A—277,140-277,140-100%$22.3M———
Sandy Cove Advisors, LLC
N/A—272,085-272,085-100%$21.9M———
Burling Wealth Partners, LLC
N/A—267,337-267,337-100%$21.5M———
Alliancebernstein L.P.
N/A—262,256-262,256-100%$75.3M———
Argent Trust Co
N/A—259,899-259,899-100%$20.9M———
Berkshire Asset Management LLC
N/A—257,116-257,116-100%$20.7M———
Intrust Bank NA
N/A—256,551-256,551-100%$20.7M———
Great Valley Advisor Group, Inc.
N/A—256,140-256,140-100%$20.6M———
Transamerica Financial Advisors, LLC
N/A—252,192-252,192-100%$20.3M———
Goldstone Financial Group, LLC
N/A—246,374-246,374-100%$19.9M———
Caprock Group, LLC
N/A—241,056-241,056-100%$19.4M———
Investments & Financial Planning, LLC
N/A—234,793-234,793-100%$18.9M———
Tribridge Partners Financial LLC
N/A—232,373-232,373-100%$18.8M———
Napier Financial, LLC
N/A—231,680-231,680-100%$18.7M———
Harbour Investments, Inc.
N/A—230,052-230,052-100%$18.5M———
JDM Financial Group LLC
N/A—229,896-229,896-100%$13.2M———
Riverview Capital Advisers, LLC
N/A—229,186-229,186-100%$18.5M———
Asset Management Group, Inc.
N/A—227,669-227,669-100%$18.3M———
Cahill Financial Advisors Inc
N/A—227,260-227,260-100%$18.3M———
Sierra Capital LLC
N/A—225,962-225,962-100%$18.2M———
Core Wealth Advisors, Inc.
N/A—218,118-218,118-100%$17.6M———
Brand Asset Management Group, Inc.
N/A—214,332-214,332-100%$17.3M———
New Insight Wealth Advisors
N/A—213,327-213,327-100%$17.2M———
Aspire Capital Advisors LLC
N/A—212,442-212,442-100%$17.1M———
Financial Engines Advisors L.L.C.
N/A—211,884-211,884-100%$17.1M———
Johnson Investment Counsel Inc
N/A—211,727-211,727-100%$17.1M———
Field & Main Bank
N/A—210,819-210,819-100%$17.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—208,499-208,499-100%$16.8M———
Advisory Services Network, LLC
N/A—208,195-208,195-100%$16.8M———
Principal Securities, Inc.
N/A—206,970-206,970-100%$16.7M———
Fidelis Capital Partners, LLC
N/A—205,197-205,197-100%$16.5M———
Global Retirement Partners, LLC
N/A—204,373-204,373-100%$16.5M———
Kingsview Wealth Management, LLC
N/A—203,335-203,335-100%$16.4M———
Belpointe Asset Management LLC
N/A—202,928-202,928-100%$16.3M———
Stratos Wealth Advisors, LLC
N/A—202,880-202,880-100%$16.3M———
Forum Private Client Group LLC
N/A—201,349-201,349-100%$16.2M———
O'shaughnessy Asset Management, LLC
N/A—201,022-201,022-100%$16.2M———
Roundview Capital LLC
N/A—199,759-199,759-100%$16.1M———
EP Wealth Advisors, LLC
N/A—197,934-197,934-100%$15.9M———
Advyzon Investment Management, LLC
N/A—196,920-196,920-100%$15.9M———
Hall Capital Management Co Inc
N/A—194,339-194,339-100%$15.7M———
Manning & Napier Advisors LLC
N/A—193,746-193,746-100%$15.6M———
Fortis Capital Advisors, LLC
N/A—193,621-193,621-100%$15.6M———
BTG Pactual Asset Management US LLC
N/A—184,581-184,581-100%$14.9M———
Zuckerman Investment Group, LLC
N/A—182,044-182,044-100%$14.7M———
QRG Capital Management, Inc.
N/A—178,717-178,717-100%$14.4M———
Ellevest, Inc.
N/A—175,606-175,606-100%$9.4M———
Texas Yale Capital Corp.
N/A—171,479-171,479-100%$13.8M———
Lbmc Investment Advisors, LLC
N/A—171,084-171,084-100%$13.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—168,304-168,304-100%$13.6M———
Fort Point Capital Partners LLC
N/A—168,230-168,230-100%$13.6M———
Ancora Advisors LLCA
N/A—166,541-166,541-100%$13.4M———
Mustico Financial Group, Inc.
N/A—165,601-165,601-100%$13.3M———
Cozad Asset Management Inc
N/A—164,559-164,559-100%$13.3M———
Arkadios Wealth Advisors
N/A—164,430-164,430-100%$13.2M———
MOR Wealth Management, LLC
N/A—164,252-164,252-100%$13.2M———
VSM Wealth Advisory, LLC
N/A—160,789-160,789-100%$13.0M———
Arkos Global Advisors
N/A—158,081-158,081-100%$12.7M———
Howe & Rusling Inc
N/A—156,667-156,667-100%$12.6M———
Vanguard National Trust Co
N/A—155,880-155,880-100%$12.6M———
Wellington Management Group LLP
N/A—155,239-155,239-100%$12.5M———
Ruggaard & Associates LLC
N/A—152,542-152,542-100%$12.3M———
Red Wave Investments LLC
N/A—152,126-152,126-100%$12.3M———
Stratos Wealth Partners, Ltd.
N/A—151,599-151,599-100%$12.2M———
Odyssey Group, LLC
N/A—149,810-149,810-100%$12.1M———
Ethos Financial Group, LLC
N/A—149,533-149,533-100%$12.0M———
Fiducient Advisors LLC
N/A—148,381-148,381-100%$12.0M———
Legend Financial Advisors, Inc.
N/A—147,466-147,466-100%$11.9M———
Star Financial Bank
N/A—146,358-146,358-100%$11.8M———
IF Advisors, LLC
N/A—144,156-144,156-100%$11.6M———
F/m Investments LLC
N/A—142,871-142,871-100%$11.5M———
MJP Associates Inc
N/A—139,485-139,485-100%$11.2M———
Summit Trail Advisors, LLC
N/A—136,774-136,774-100%$11.0M———
Keyvantage Wealth, LLC
N/A—136,506-136,506-100%$11.0M———
Curi Capital, LLC
N/A—136,054-136,054-100%$11.0M———
Houlihan Financial Resource Group, Ltd.
N/A—135,089-135,089-100%$10.9M———
TrueWealth Financial Partners
N/A—133,846-133,846-100%$10.8M———
Composition Wealth, LLC
N/A—133,701-133,701-100%$10.8M———
Consilio Wealth Advisors, LLC
N/A—133,434-133,434-100%$10.8M———
First National Bank of Omaha
N/A—132,503-132,503-100%$10.7M———
Retirement Management Systems Inc.
N/A—130,732-130,732-100%$10.5M———
Daner Wealth Management, LLC
N/A—130,723-130,723-100%$11.0M———
Dakota Wealth Management
N/A—130,624-130,624-100%$10.5M———
TD Capital Management LLC
N/A—129,727-129,727-100%$10.5M———
Private Wealth Asset Management, LLC
N/A—128,639-128,639-100%$10.3M———
Lowe Brockenbrough & Co Inc
N/A—128,334-128,334-100%$10.3M———
Mutual Advisors, LLC
N/A—126,378-126,378-100%$10.2M———
Bridgewealth Advisory Group, LLC
N/A—125,138-125,138-100%$10.1M———
Drive Wealth Management, LLC
N/A—124,587-124,587-100%$10.0M———
Jane Street Group, LLC
N/A—122,789-122,789-100%$9.9M———
Bradley Foster & Sargent Inc
N/A—122,744-122,744-100%$9.9M———
OneAscent Financial Services LLC
N/A—122,741-122,741-100%$9.9M———
Gladstone Institutional Advisory LLC
N/A—120,581-120,581-100%$9.7M———
Operose Advisors LLC
N/A—119,495-119,495-100%$9.6M———
Gotham Asset Management, LLC
N/A—117,712-117,712-100%$9.5M———
Headinvest, LLC
N/A—115,878-115,878-100%$9.3M———
Essex Financial Services, Inc.
N/A—114,345-114,345-100%$9.2M———
Horizon Family Wealth, Inc.
N/A—113,473-113,473-100%$9.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—113,010-113,010-100%$9.1M———
Strive Financial Group,LLC
N/A—112,719-112,719-100%$9.1M———
Strategic Investment Advisors / MI
N/A—110,076-110,076-100%$8.9M———
Nwam LLC
N/A—109,166-109,166-100%$8.8M———
Mars Jewett Financial Group, Inc.
N/A—107,072-107,072-100%$8.6M———
United Bank
N/A—106,970-106,970-100%$8.6M———
RWA Wealth Partners, LLC
N/A—104,522-104,522-100%$8.4M———
United Capital Financial Advisors, LLC
N/A—102,610-102,610-100%$8.3M———
Francis Financial, Inc.
N/A—101,619-101,619-100%$8.2M———
Ausdal Financial Partners, Inc.
N/A—101,278-101,278-100%$8.2M———
Custos Family Office, LLC
N/A—100,954-100,954-100%$8.1M———
Coastal Bridge Advisors, LLC
N/A—99,235-99,235-100%$8.0M———
Tidal Investments LLC
N/A—98,590-98,590-100%$7.9M———
Quest Investment Management LLC
N/A—97,518-97,518-100%$7.9M———
NWM Advisors, LLC
N/A—97,027-97,027-100%$7.8M———
Harbor Advisory Corp
N/A—96,844-96,844-100%$7.8M———
Xcelsior Advisor Partners LLC
N/A—95,219-95,219-100%$7.7M———
Cascade Financial Partners, LLC
N/A—94,784-94,784-100%$7.6M———
Fiduciary Financial Advisors
N/A—94,016-94,016-100%$7.6M———
Gateway Wealth Partners, LLC
N/A—93,854-93,854-100%$7.6M———
Mosaic Family Wealth Partners, LLC
N/A—93,201-93,201-100%$7.5M———
Renaissance Technologies LLC
N/A—93,080-93,080-100%$7.5M———
Federation des caisses Desjardins du Quebec
N/A—92,184-92,184-100%$7.4M———
Continuum Advisory, LLC
N/A—91,580-91,580-100%$7.4M———
Cascades Capital Asset Management, LLC
N/A—91,111-91,111-100%$7.3M———
BBR Partners, LLC
N/A—90,510-90,510-100%$7.3M———
Bearing Point Capital, LLC
N/A—87,718-87,718-100%$7.1M———
Latko Wealth Management, Ltd.
N/A—87,157-87,157-100%$7.0M———
Spectrum Investment Advisors, Inc.
N/A—86,954-86,954-100%$7.0M———
Mason & Associates Inc
N/A—84,183-84,183-100%$6.8M———
SouthState Bank Corp
N/A—83,852-83,852-100%$6.8M———
Vanguard Advisers Inc
N/A—83,608-83,608-100%$6.7M———
Amara Financial, Llc.
N/A—82,834-82,834-100%$6.7M———
Hexagon Capital Partners LLC
N/A—82,452-82,452-100%$6.6M———
Savvy Advisors, Inc.
N/A—81,640-81,640-100%$6.6M———
SCS Capital Management LLC
N/A—80,882-80,882-100%$6.5M———
M&T Bank Corp
N/A—79,059-79,059-100%$6.4M———
Keystone Financial Group
N/A—78,152-78,152-100%$6.3M———
Wealthedge Investment Advisors, LLC
N/A—77,658-77,658-100%$6.3M———
Guardian Wealth Advisors, LLC / NC
N/A—75,380-75,380-100%$6.1M———
Meramec Financial Planners, LLC
N/A—75,258-75,258-100%$6.1M———
Ehrenkranz Partners L.P.
N/A—75,003-75,003-100%$6.0M———
Wealthspan Partners, LLC
N/A—74,155-74,155-100%$6.0M———
AE Wealth Management LLC
N/A—73,855-73,855-100%$6.0M———
Berkeley Capital Partners, LLC
N/A—73,665-73,665-100%$5.9M———
Advisors Capital Management, LLC
N/A—73,609-73,609-100%$5.9M———
Marquette Associates, Inc.
N/A—73,265-73,265-100%$5.9M———
Aptus Capital Advisors, LLC
N/A—73,136-73,136-100%$5.9M———
Veridan Wealth LLC
N/A—73,048-73,048-100%$5.9M———
Tower Bridge Advisors
N/A—72,428-72,428-100%$5.8M———
Regal Investment Advisors LLC
N/A—71,696-71,696-100%$5.8M———
Smith, Moore & Co.
N/A—71,662-71,662-100%$5.8M———
Baron Silver Stevens Financial Advisors, LLC
N/A—70,927-70,927-100%$5.7M———
Frisch Financial Group, Inc.
N/A—69,998-69,998-100%$5.6M———
Legacy Financial Group LLC
N/A—69,800-69,800-100%$5.6M———
King Wealth Management Group
N/A—69,724-69,724-100%$5.6M———
Focus Partners Advisor Solutions, LLC
N/A—69,642-69,642-100%$5.6M———
TPG Financial Advisors, LLC
N/A—69,325-69,325-100%$5.6M———
Scotia Capital Inc.
N/A—69,024-69,024-100%$5.6M———
Mission Creek Capital Partners, Inc.
N/A—68,522-68,522-100%$5.5M———
Rialto Wealth Management, LLC
N/A—67,527-67,527-100%$5.4M———
Pitcairn Wealth Advisors LLC
N/A—67,397-67,397-100%$5.4M———
World Investment Advisors
N/A—67,067-67,067-100%$18.0M———
Vickerman Investment Advisors, Inc.
N/A—66,595-66,595-100%$5.4M———
Wealthfront Advisers LLC
N/A—65,431-65,431-100%$5.3M———
Bartlett & Co. Wealth Management LLC
N/A—64,915-64,915-100%$5.2M———
M3 Wealth Management, LLC
N/A—64,416-64,416-100%$5.2M———
PAX Financial Group, LLC
N/A—62,400-62,400-100%$5.0M———
Evercore Wealth Management, LLC
N/A—61,832-61,832-100%$5.0M———
Vista Cima Wealth Management LLC
N/A—61,736-61,736-100%$5.0M———
Brown Brothers Harriman & Co
N/A—60,705-60,705-100%$4.9M———
Wilson & Boucher Capital Management, LLC
N/A—60,403-60,403-100%$4.9M———
Pine Valley Investments Ltd Liability Co
N/A—60,235-60,235-100%$4.9M———
Capital Analysts, LLC
N/A—59,869-59,869-100%$4.8M———
Kovack Advisors, Inc.
N/A—59,670-59,670-100%$4.8M———
Citadel Advisors LLC
N/A—59,558-59,558-100%$4.8M———
CreativeOne Wealth, LLC
N/A—59,055-59,055-100%$4.8M———
Alesco Advisors, LLC, An ESL Co
N/A—58,956-58,956-100%$4.8M———
Perennial Investment Advisors, LLC
N/A—58,255-58,255-100%$4.7M———
Chilton Investment Co Inc.
N/A—57,797-57,797-100%$4.7M———
Empower Advisory Group, LLC
N/A—57,594-57,594-100%$4.6M———
Wescott Financial Advisory Group, LLC
N/A—56,727-56,727-100%$4.6M———
Fiduciary Wealth Partners, LLC
N/A—56,576-56,576-100%$4.6M———
Greenwich Wealth Management LLC
N/A—56,453-56,453-100%$4.5M———
Drucker Wealth 3.0, LLC
N/A—55,652-55,652-100%$4.5M———
Bellars Harris Wealth Management, LLC
N/A—55,649-55,649-100%$4.5M———
Atlantic Union Bankshares Corp
N/A—55,597-55,597-100%$4.5M———
Stratos Investment Management, LLC
N/A—55,486-55,486-100%$4.5M———
Sequoia Financial Advisors, LLC
N/A—55,334-55,334-100%$4.5M———
IHT Wealth Management, LLC
N/A—55,143-55,143-100%$4.4M———
Conservest Capital Advisors, Inc.
N/A—55,123-55,123-100%$4.4M———
Modern Wealth Management, LLC
N/A—54,682-54,682-100%$4.4M———
FreeGulliver LLC
N/A—54,239-54,239-100%$4.4M———
Beckerman Institutional, LLC
N/A—54,070-54,070-100%$4.4M———
Spartan Wealth Advisory Services LLC
N/A—53,773-53,773-100%$4.3M———
Hilltop Wealth Advisors, LLC
N/A—53,280-53,280-100%$4.3M———
Ellenbecker Investment Group
N/A—52,902-52,902-100%$4.3M———
Duncan Williams Asset Management, LLC
N/A—52,189-52,189-100%$4.2M———
Cannon Wealth Management Services, LLC
N/A—51,984-51,984-100%$4.2M———
Omnia Family Wealth, LLC
N/A—51,806-51,806-100%$4.2M———
Wescap Management Group, Inc.
N/A—51,099-51,099-100%$4.1M———
IEQ Capital, LLC
N/A—50,936-50,936-100%$4.1M———
Snowden Capital Advisors LLC
N/A—50,469-50,469-100%$4.1M———
Spinnaker Trust
N/A—50,377-50,377-100%$4.1M———
Covington Investment Advisors Inc.
N/A—50,317-50,317-100%$4.1M———
Flputnam Investment Management Co
N/A—49,066-49,066-100%$4.0M———
Stock Yards Bank & Trust Co
N/A—47,076-47,076-100%$3.8M———
Midwestern Financial, LLC
N/A—46,442-46,442-100%$3.7M———
Bank of Marin
N/A—46,380-46,380-100%$3.7M———
Glen Eagle Advisors, LLC
N/A—46,261-46,261-100%$3.7M———
Thoroughbred Financial Services, LLC
N/A—46,221-46,221-100%$3.7M———
City National Bank of Florida
N/A—45,994-45,994-100%$3.7M———
Bcgm Wealth Management, LLC
N/A—45,911-45,911-100%$3.7M———
Kintra Wealth, LLC
N/A—45,613-45,613-100%$3.8M———
Mayflower Financial Advisors, LLC
N/A—45,244-45,244-100%$3.6M———
Mayport, LLC
N/A—45,107-45,107-100%$3.6M———
SHP Wealth Management
N/A—43,401-43,401-100%$3.5M———
Adapt Wealth Advisors, LLC
N/A—42,380-42,380-100%$3.4M———
Alongside, LLC
N/A—42,308-42,308-100%$3.4M———
49 Wealth Management, LLC
N/A—42,308-42,308-100%$3.4M———
MorganRosel Wealth Management, LLC
N/A—41,277-41,277-100%$3.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,145-41,145-100%$3.3M———
Aureus Asset Management, LLC
N/A—40,879-40,879-100%$3.3M———
PFG Investments, LLC
N/A—40,752-40,752-100%$3.3M———
Optas, LLC
N/A—40,703-40,703-100%$3.3M———
Arete Wealth Advisors, LLC
N/A—40,459-40,459-100%$3.3M———
Snowwater Investment Partners, LLC
N/A—40,369-40,369-100%$3.3M———
Tudor Investment Corp ET AL
N/A—40,205-40,205-100%$3.2M———
Steelhead Wealth Management LLC
N/A—39,960-39,960-100%$3.2M———
Boston Family Office LLC
N/A—39,899-39,899-100%$3.2M———
Monograph Wealth Advisors, LLC
N/A—39,416-39,416-100%$3.2M———
Mairs & Power Inc
N/A—39,348-39,348-100%$3.2M———
Garden State Investment Advisory Services LLC
N/A—39,143-39,143-100%$3.2M———
Knightsbridge Asset Management, LLC
N/A—39,130-39,130-100%$3.2M———
Beacon Bridge Wealth Partners, LLC
N/A—38,351-38,351-100%$3.1M———
Fiduciary Trust Co
N/A—38,181-38,181-100%$3.1M———
Wealth Alliance, LLC
N/A—38,161-38,161-100%$3.1M———
Shepherd Kaplan Krochuk, LLC
N/A—37,820-37,820-100%$3.0M———
Hilltop Holdings Inc.
N/A—37,712-37,712-100%$3.0M———
American Money Management, LLC
N/A—37,624-37,624-100%$3.0M———
Atlanta Consulting Group Advisors, LLC
N/A—37,195-37,195-100%$3.0M———
Yukon Wealth Management, Inc.
N/A—37,129-37,129-100%$3.0M———
Abbot Financial Management, Inc.
N/A—36,768-36,768-100%$3.0M———
CM Wealth Advisors LLC
N/A—36,400-36,400-100%$2.9M———
WCG Wealth Advisors LLC
N/A—36,338-36,338-100%$2.9M———
National Bank of Canada
N/A—36,297-36,297-100%$2.9M———
Sound View Wealth Advisors Group, LLC
N/A—36,127-36,127-100%$2.9M———
Main Street Financial Solutions, LLC
N/A—35,973-35,973-100%$2.9M———
Range Advisory, LLC
N/A—35,959-35,959-100%$2.9M———
Segall Bryant & Hamill, LLC
N/A—35,912-35,912-100%$2.9M———
Three Bearings Fiduciary Advisors, Inc.
N/A—35,755-35,755-100%$2.9M———
Western Wealth Management, LLC
N/A—35,716-35,716-100%$2.9M———
Tradewinds, Llc.
N/A—35,511-35,511-100%$445.6K———
Dogwood Wealth Management LLC
N/A—35,384-35,384-100%$2.9M———
Intellectus Partners, LLC
N/A—35,023-35,023-100%$2.8M———
SOA Wealth Advisors, Llc.
N/A—34,838-34,838-100%$2.8M———
Vanguard Personalized Indexing Management, LLC
N/A—34,732-34,732-100%$2.8M———
BFC Planning, Inc.
N/A—34,075-34,075-100%$2.7M———
Transcend Capital Advisors, LLC
N/A—33,821-33,821-100%$2.7M———
Daniel Investment Group, Inc.
N/A—33,253-33,253-100%$2.7M———
Sand Hill Global Advisors, LLC
N/A—33,026-33,026-100%$2.7M———
Cornerstone Financial Group, LLC
N/A—32,644-32,644-100%$2.6M———
Twin Focus Capital Partners, LLC
N/A—32,533-32,533-100%$2.6M———
N.E.W. Advisory Services LLC
N/A—32,488-32,488-100%$2.6M———
GWN Securities Inc.
N/A—32,439-32,439-100%$2.6M———
VeraBank, N.A.
N/A—32,408-32,408-100%$2.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—32,406-32,406-100%$2.6M———
Haverford Trust Co
N/A—32,156-32,156-100%$2.6M———
Bragg Financial Advisors, Inc
N/A—32,069-32,069-100%$2.6M———
Foundations Investment Advisors, LLC
N/A—31,762-31,762-100%$2.6M———
Members Trust Co
N/A—31,094-31,094-100%$2.5M———
Heritage Wealth Advisors
N/A—30,872-30,872-100%$2.5M———
FLC Capital Advisors
N/A—30,841-30,841-100%$2.5M———
NorthRock Partners, LLC
N/A—30,550-30,550-100%$2.5M———
HighPoint Advisor Group LLC
N/A—30,105-30,105-100%$2.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—29,572-29,572-100%$2.4M———
Anchor Investment Management, LLC
N/A—29,351-29,351-100%$2.4M———
Bravias Capital Group, LLC
N/A—29,145-29,145-100%$2.3M———
Nuveen, LLC
N/A—29,100-29,100-100%$2.3M———
Garrison Point Advisors, LLC
N/A—28,533-28,533-100%$2.3M———
Vision Retirement, LLC
N/A—28,370-28,370-100%$2.3M———
Choate Investment Advisors
N/A—28,169-28,169-100%$2.3M———
Bridgewater Advisors Inc.
N/A—28,143-28,143-100%$2.3M———
Fortis Capital Management LLC
N/A—27,713-27,713-100%$2.2M———
Dorsey & Whitney Trust Co LLC
N/A—27,678-27,678-100%$2.2M———
Orcam Financial Group
N/A—26,906-26,906-100%$2.2M———
Reliant Investment Partners, LLC
N/A—26,894-26,894-100%$2.2M———
Atlas Capital Advisors Inc.
N/A—26,639-26,639-100%$2.1M———
Cornerstone Financial Management LLC
N/A—26,410-26,410-100%$2.1M———
Petix & Botte Co
N/A—26,345-26,345-100%$2.1M———
South Plains Financial, Inc.
N/A—26,116-26,116-100%$2.1M———
Laraway Financial Advisors Inc
N/A—26,021-26,021-100%$2.1M———
Rehmann Capital Advisory Group
N/A—25,952-25,952-100%$2.1M———
Yarger Wealth Strategies, LLC
N/A—25,701-25,701-100%$2.1M———
IFG Advisory, LLC
N/A—25,405-25,405-100%$2.0M———
Nvest Financial, LLC
N/A—25,388-25,388-100%$2.0M———
VestGen Investment Management
N/A—25,230-25,230-100%$2.0M———
Peak Asset Management, LLC
N/A—25,078-25,078-100%$2.0M———
Curio Wealth, LLC
N/A—24,953-24,953-100%$2.0M———
LOM Asset Management Ltd
N/A—24,873-24,873-100%$2.0M———
Kiley Juergens Wealth Management, LLC
N/A—24,771-24,771-100%$2.0M———
Shared Vision Wealth Group LLC
N/A—24,744-24,744-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—24,417-24,417-100%$2.0M———
Peak Retirement Planning, Inc.
N/A—24,386-24,386-100%$2.0M———
Keating Financial Advisory Services, Inc.
N/A—24,260-24,260-100%$2.0M———
Pgim Custom Harvest LLC
N/A—24,108-24,108-100%$1.9M———
Interactive Financial Advisors, Inc.
N/A—23,965-23,965-100%$2.0M———
Oxford Financial Group, Ltd. LLC
N/A—23,922-23,922-100%$1.9M———
Ascent Advisors, LLC
N/A—23,918-23,918-100%$1.9M———
Balanced Rock Investment Advisors LLC
N/A—23,854-23,854-100%$1.9M———
Viawealth, LLC
N/A—23,837-23,837-100%$1.9M———
Neuberger Berman Group LLC
N/A—23,366-23,366-100%$1.9M———
Hancock Whitney Corp
N/A—23,263-23,263-100%$1.9M———
First Trust Advisors LP
N/A—23,104-23,104-100%$1.9M———
Leo H. Evart, Inc.
N/A—23,025-23,025-100%$1.9M———
Meadowbrook Advisors Group, LLC
N/A—22,772-22,772-100%$1.8M———
Checchi Capital Advisers, LLC
N/A—22,513-22,513-100%$1.8M———
BCS Private Wealth Management, Inc.
N/A—22,468-22,468-100%$1.8M———
Luminist Capital LLC
N/A—22,329-22,329-100%$1.8M———
Forefront Wealth Partners, LLC
N/A—22,216-22,216-100%$1.8M———
AlTi Global, Inc.
N/A—22,168-22,168-100%$1.8M———
Chandler Asset Management, Inc.
N/A—22,132-22,132-100%$1.8M———
Planning Directions Inc
N/A—21,966-21,966-100%$1.8M———
Vista Investment Management
N/A—21,841-21,841-100%$1.8M———
SEI Investments Co
N/A—21,514-21,514-100%$1.7M———
Prosperity Bancshares Inc
N/A—21,392-21,392-100%$1.7M———
Crewe Advisors LLC
N/A—21,322-21,322-100%$1.7M———
Crux Wealth Advisors
N/A—21,262-21,262-100%$1.7M———
IMA Advisory Services, Inc.
N/A—21,227-21,227-100%$1.7M———
Twin Peaks Wealth Advisors, LLC
N/A—21,113-21,113-100%$1.7M———
Investment Advisory Group, LLC
N/A—21,053-21,053-100%$1.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—21,032-21,032-100%$1.7M———
Wood Tarver Financial Group, LLC
N/A—20,925-20,925-100%$1.7M———
SageView Advisory Group, LLC
N/A—20,876-20,876-100%$1.7M———
Pursuit Wealth Strategies, LLC
N/A—20,787-20,787-100%$1.7M———
Geneos Wealth Management Inc.
N/A—20,677-20,677-100%$1.7M———
Proffitt & Goodson Inc
N/A—20,374-20,374-100%$1.6M———
One Capital Management, LLC
N/A—20,286-20,286-100%$5.8M———
Advisory Research Inc
N/A—20,059-20,059-100%$1.6M———
Cambridge Associates LLC
N/A—19,968-19,968-100%$1.6M———
Vident Advisory, LLC
N/A—19,942-19,942-100%$1.6M———
Truepoint, Inc.
N/A—19,795-19,795-100%$1.6M———
Windsor Advisory Group, LLC
N/A—19,788-19,788-100%$1.6M———
Wealth Care LLC
N/A—19,630-19,630-100%$1.6M———
Brio Consultants, LLC
N/A—19,586-19,586-100%$1.6M———
Emerald Investment Advisers, LLC
N/A—19,516-19,516-100%$1.6M———
Smartleaf Asset Management LLC
N/A—19,368-19,368-100%$1.6M———
Vines Capital Management, LLC
N/A—19,332-19,332-100%$1.6M———
Wexford Capital LP
N/A—19,140-19,140-100%$1.5M———
First American Trust, FSB
N/A—18,932-18,932-100%$1.5M———
HM Payson & Co
N/A—18,804-18,804-100%$1.5M———
Mosaic Financial Group, LLC
N/A—18,731-18,731-100%$1.5M———
Strategies Wealth Advisors, LLC
N/A—18,659-18,659-100%$1.5M———
Gilbert & Cook, Inc.
N/A—18,532-18,532-100%$1.5M———
Planning Project LLC
N/A—18,239-18,239-100%$1.5M———
Rothschild Wealth LLC
N/A—18,206-18,206-100%$1.5M———
Portland Global Advisors LLC
N/A—18,126-18,126-100%$1.5M———
Pallas Capital Advisors LLC
N/A—18,101-18,101-100%$1.5M———
Hantz Financial Services, Inc.
N/A—17,897-17,897-100%$1.4M———
GW&K Investment Management, LLC
N/A—17,860-17,860-100%$1.4M———
Trajan Wealth LLC
N/A—17,827-17,827-100%$1.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—17,753-17,753-100%$1.4M———
Farmers National Bank
N/A—17,700-17,700-100%$1.4M———
Atlas Legacy Advisors, LLC
N/A—17,661-17,661-100%$1.4M———
Synergy Financial Group, LTD
N/A—17,300-17,300-100%$1.4M———
Westmount Partners, LLC
N/A—17,215-17,215-100%$1.4M———
B & T Capital Management DBA Alpha Capital Management
N/A—16,770-16,770-100%$1.4M———
Ironwood Investment Counsel, LLC
N/A—16,478-16,478-100%$1.3M———
Bravera Wealth
N/A—16,460-16,460-100%$1.3M———
Immaculate Wealth Management LLC
N/A—16,405-16,405-100%$1.3M———
Caitlin John, LLC
N/A—16,308-16,308-100%$1.3M———
CIBC World Market Inc.
N/A—16,279-16,279-100%$1.3M———
Liberty Square Wealth Partners LLC
N/A—16,052-16,052-100%$1.3M———
Envision Financial Planning, LLC
N/A—15,775-15,775-100%$1.3M———
17 Capital Partners, LLC
N/A—15,735-15,735-100%$1.3M———
Stillwater Capital Advisors, LLC
N/A—15,702-15,702-100%$1.3M———
Riverview Trust Co
N/A—15,624-15,624-100%$1.3M———
Camelot Portfolios, LLC
N/A—15,572-15,572-100%$1.3M———
Medallion Wealth Advisors, LLC
N/A—15,543-15,543-100%$1.3M———
Traction Financial Partners, LLC
N/A—15,360-15,360-100%$1.2M———
Per Stirling Capital Management, Llc.
N/A—15,205-15,205-100%$1.2M———
Muirfield Wealth Advisors LLC
N/A—15,098-15,098-100%$1.2M———
HSBC Holdings PLC
N/A—14,828-14,828-100%$1.2M———
Bannerstone Capital Management, LLC
N/A—14,797-14,797-100%$1.2M———
RiverFront Investment Group, LLC
N/A—14,500-14,500-100%$1.2M———
Florida Financial Advisors, LLC
N/A—14,386-14,386-100%$1.2M———
Evernest Financial Advisors, LLC
N/A—14,360-14,360-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—14,307-14,307-100%$1.2M———
Hobbs Group Advisors, LLC
N/A—14,279-14,279-100%$1.2M———
Keebeck Wealth Management
N/A—14,276-14,276-100%$1.2M———
German American Bancorp, Inc.
N/A—14,263-14,263-100%$1.1M———
Mpwm Advisory Solutions, LLC
N/A—14,047-14,047-100%$1.1M———
Retirement Income Solutions, Inc
N/A—13,985-13,985-100%$4.0M———
Urban Financial Advisory Corp
N/A—13,826-13,826-100%$1.1M———
Old North State Trust, LLC
N/A—13,692-13,692-100%$1.1M———
Lazard Asset Management LLC
N/A—13,600-13,600-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—13,517-13,517-100%$1.1M———
Summit Wealth Partners, LLC
N/A—13,242-13,242-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—13,233-13,233-100%$1.1M———
Kelman-Lazarov, Inc.
N/A—13,227-13,227-100%$1.1M———
Clark Capital Management Group, Inc.
N/A—13,148-13,148-100%$1.1M———
Miller Capital Partners, Inc.
N/A—13,112-13,112-100%$1.1M———
MidFirst Bank
N/A—13,103-13,103-100%$1.1M———
WealthTrak Capital Management LLC
N/A—13,097-13,097-100%$1.1M———
Madden Advisory Services, Inc.
N/A—12,954-12,954-100%$1.0M———
Oxbow Advisors, LLC
N/A—12,820-12,820-100%$1.0M———
Webster Bank, N. A.
N/A—12,624-12,624-100%$1.0M———
Mittelman Wealth Management
N/A—12,621-12,621-100%$4.3M———
Clear Street Group Inc.
N/A—12,590-12,590-100%$1.0M———
Financial Strategies Group, Inc.
N/A—12,581-12,581-100%$1.0M———
Strategic Financial Services, Inc.
N/A—12,544-12,544-100%$1.0M———
Security National Bank of SO DAK
N/A—12,494-12,494-100%$1.0M———
Matrix Private Capital Group LLC
N/A—12,428-12,428-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—12,400-12,400-100%$999.0K———
Athena Investment Management
N/A—12,250-12,250-100%$987.0K———
FMB Wealth Management
N/A—12,213-12,213-100%$984.0K———
Donaldson Capital Management, LLC
N/A—12,152-12,152-100%$979.1K———
Oakmont Advisory Group, LLC
N/A—12,120-12,120-100%$976.5K———
RPS Advisory Solutions LLC
N/A—12,085-12,085-100%$973.7K———
Noble Wealth Partners LLC
N/A—11,805-11,805-100%$951.1K———
O'rourke & Company, Inc
N/A—11,794-11,794-100%$950.3K———
Qube Research & Technologies Ltd
N/A—11,742-11,742-100%$946.1K———
Lifeworks Advisors, LLC
N/A—11,651-11,651-100%$938.7K———
Red Door Wealth Management, LLC
N/A—11,617-11,617-100%$935.9K———
Advisory Alpha, LLC
N/A—11,357-11,357-100%$915.1K———
Alexander Labrunerie & Co., Inc.
N/A—11,227-11,227-100%$904.5K———
Townsquare Capital LLC
N/A—11,224-11,224-100%$904.3K———
Capital Group Private Client Services, Inc.
N/A—11,015-11,015-100%$887.5K———
Greenline Partners, LLC
N/A—11,000-11,000-100%$886.3K———
Barnes Pettey Financial Advisors, LLC
N/A—10,892-10,892-100%$877.6K———
Vantus Wealth LLC
N/A—10,860-10,860-100%$875.0K———
Sovereign Financial Group, Inc.
N/A—10,817-10,817-100%$871.5K———
Signal Tree Financial Partners LLC
N/A—10,802-10,802-100%$870.3K———
Libra Wealth LLC
N/A—10,708-10,708-100%$862.7K———
Graney & King, LLC
N/A—10,647-10,647-100%$869.4K———
Empirical Asset Management, LLC
N/A—10,592-10,592-100%$853.4K———
Kirtland Hills Capital Management, LLC
N/A—10,590-10,590-100%$853.2K———
Olde Wealth Management, LLC
N/A—10,555-10,555-100%$850.0K———
Disciplined Investments, LLC
N/A—10,459-10,459-100%$842.7K———
WJ Financial Advisors LLC
N/A—10,352-10,352-100%$834.1K———
Fairview Capital Investment Management, LLC
N/A—10,351-10,351-100%$834.0K———
Bakala Capital LLC
N/A—10,264-10,264-100%$827.0K———
Alerus Financial NA
N/A—10,216-10,216-100%$823.1K———
Aberdeen Wealth Management LLC
N/A—10,079-10,079-100%$812.1K———
Jaffetilchin Investment Partners, LLC
N/A—10,037-10,037-100%$808.7K———
Keystone Financial Services, LLC
N/A—9,998-9,998-100%$805.5K———
Financial Alternatives, Inc
N/A—9,944-9,944-100%$801.2K———
Van Diest Capital, LLC
N/A—9,854-9,854-100%$793.9K———
Chokshi & Queen Wealth Advisors, Inc
N/A—9,808-9,808-100%$790.2K———
TFR Capital, Llc.
N/A—9,666-9,666-100%$778.8K———
Advance Capital Management, Inc.
N/A—9,641-9,641-100%$776.8K———
Kera Capital Partners, Inc.
N/A—9,600-9,600-100%$773.5K———
Cannell & Spears LLC
N/A—9,589-9,589-100%$772.6K———
Pandi, LLC
N/A—9,532-9,532-100%$768.0K———
Westshore Wealth, LLC
N/A—9,527-9,527-100%$767.6K———
Empowered Funds, LLC
N/A—9,521-9,521-100%$767.1K———
Founders Financial Alliance, LLC
N/A—9,438-9,438-100%$760.4K———
Pacific SUN Financial Corp
N/A—9,419-9,419-100%$758.9K———
Colonial Trust Co / SC
N/A—9,417-9,417-100%$758.7K———
Paces Ferry Wealth Advisors, LLC
N/A—9,357-9,357-100%$753.9K———
Brookwood Investment Group LLC
N/A—9,284-9,284-100%$748.0K———
Thomasville National Bank
N/A—9,247-9,247-100%$745.0K———
Sonoma Allocations LLC
N/A—9,236-9,236-100%$748.3K———
XTX Topco Ltd
N/A—8,919-8,919-100%$718.6K———
Sargent Investment Group, LLC
N/A—8,859-8,859-100%$713.8K———
Pennington Partners & Co., LLC
N/A—8,822-8,822-100%$710.8K———
Millington Financial Advisors, LLC
N/A—8,807-8,807-100%$706.7K———
Sequent Asset Management, LLC
N/A—8,748-8,748-100%$704.8K———
Johnson Financial Group, Inc.
N/A—8,736-8,736-100%$703.9K———
Comprehensive Money Management Services LLC
N/A—8,705-8,705-100%$701.4K———
Colter Lewis Investment Partners LLC
N/A—8,656-8,656-100%$697.4K———
Security National Bank of Sioux City Iowa
N/A—8,616-8,616-100%$694.2K———
Keel Point, LLC
N/A—8,572-8,572-100%$690.7K———
Fort Vancouver Investment Management, LLC
N/A—8,565-8,565-100%$690.1K———
Capital Asset Managemnet, LLC
N/A—8,468-8,468-100%$682.3K———
Bluespring Wealth Management, LLC
N/A—8,468-8,468-100%$682.2K———
First National Advisers, LLC
N/A—8,238-8,238-100%$663.7K———
RiverGlades Family Offices LLC
N/A—8,204-8,204-100%$661.0K———
Geometric Wealth Advisors
N/A—8,158-8,158-100%$657.3K———
Aspire Growth Partners LLC
N/A—8,133-8,133-100%$655.3K———
Carr Financial Group Corp
N/A—8,089-8,089-100%$651.8K———
Stokes Family Office, LLC
N/A—7,986-7,986-100%$643.4K———
Aspen Grove Capital, LLC
N/A—7,879-7,879-100%$635.1K———
Ranch Capital Advisors Inc.
N/A—7,814-7,814-100%$629.6K———
Modus Advisors, LLC
N/A—7,795-7,795-100%$628.0K———
Meridian Wealth Partners, LLC
N/A—7,738-7,738-100%$623.5K———
Cofg Advisors, LLC
N/A—7,603-7,603-100%$612.6K———
Octavia Wealth Advisors, LLC
N/A—7,546-7,546-100%$607.9K———
Beaird Harris Wealth Management, LLC
N/A—7,535-7,535-100%$607.1K———
First Commonwealth Financial Corp
N/A—7,514-7,514-100%$605.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,482-7,482-100%$602.8K———
Timbuktu Capital Management, LLC
N/A—7,418-7,418-100%$597.7K———
Pettyjohn, Wood & White, Inc
N/A—7,284-7,284-100%$586.9K———
Centaurus Financial, Inc.
N/A—7,154-7,154-100%$576.0K———
Madison Wealth Partners, Inc
N/A—7,151-7,151-100%$576.1K———
Becker Capital Management Inc
N/A—7,108-7,108-100%$572.7K———
Westbourne Investments, Inc.
N/A—7,100-7,100-100%$572.0K———
Davis R M Inc
N/A—7,100-7,100-100%$572.0K———
Astoria Portfolio Advisors Llc.
N/A—7,098-7,098-100%$571.9K———
Fort Sheridan Advisors LLC
N/A—7,079-7,079-100%$570.4K———
Waterloo Capital, L.P.
N/A—7,014-7,014-100%$565.1K———
Birchcreek Wealth Management, LLC
N/A—6,933-6,933-100%$558.6K———
Independent Advisor Alliance
N/A—6,920-6,920-100%$557.6K———
Seeds Investor LLC
N/A—6,897-6,897-100%$555.7K———
Topsail Wealth Management, LLC
N/A—6,896-6,896-100%$555.6K———
Sonoma Private Wealth LLC
N/A—6,877-6,877-100%$554.1K———
Everstar Asset Management, LLC
N/A—6,860-6,860-100%$552.7K———
Summit Wealth & Retirement Planning, Inc.
N/A—6,796-6,796-100%$547.6K———
Blom & Howell Financial Planning, Inc.
N/A—6,722-6,722-100%$541.6K———
Naviter Wealth, LLC
N/A—6,649-6,649-100%$535.7K———
Zacks Investment Management
N/A—6,636-6,636-100%$534.7K———
Copia Wealth Management
N/A—6,600-6,600-100%$531.8K———
Edgestream Partners, L.P.
N/A—6,573-6,573-100%$529.6K———
Warther Private Wealth, LLC
N/A—6,500-6,500-100%$523.7K———
Banque Transatlantique SA
N/A—6,360-6,360-100%$512.4K———
Cladis Investment Advisory, LLC
N/A—6,360-6,360-100%$512.4K———
River Wealth Advisors LLC
N/A—6,349-6,349-100%$511.5K———
Crews Bank & Trust
N/A—6,344-6,344-100%$511.1K———
FourThought Financial Partners, LLC
N/A—6,300-6,300-100%$507.6K———
Goepper Burkhardt LLC
N/A—6,295-6,295-100%$507.2K———
Allred Capital Management, LLC
N/A—6,275-6,275-100%$505.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,263-6,263-100%$504.5K———
Fairfield, Bush & Co.
N/A—6,155-6,155-100%$495.9K———
Granite Harbor Advisors, Inc.
N/A—6,145-6,145-100%$495.1K———
North Star Asset Management Inc
N/A—6,124-6,124-100%$493.4K———
M1 Capital Management LLC
N/A—6,099-6,099-100%$491.4K———
Susquehanna International Group, LLP
N/A—6,054-6,054-100%$487.8K———
Serenus Wealth Advisors, LLC
N/A—5,980-5,980-100%$481.8K———
BSW Wealth Partners
N/A—5,967-5,967-100%$480.8K———
Rothschild Investment LLC
N/A—5,952-5,952-100%$479.6K———
Maridea Wealth Management LLC
N/A—5,934-5,934-100%$478.1K———
Sanchez Levi Garrett
N/A—5,919-5,919-100%$476.9K———
AssuredPartners Investment Advisors, LLC
N/A—5,885-5,885-100%$474.2K———
Financial Plan, Inc.
N/A—5,856-5,856-100%$471.8K———
Wimmer Associates 1, LLC
N/A—5,774-5,774-100%$465.2K———
Venturi Wealth Management, LLC
N/A—5,716-5,716-100%$460.4K———
Berger Financial Group, Inc
N/A—5,600-5,600-100%$451.2K———
1ST Source Bank
N/A—5,564-5,564-100%$448.3K———
Alta Wealth Advisors LLC
N/A—5,557-5,557-100%$447.7K———
Maripau Wealth Management LLC
N/A—5,522-5,522-100%$444.9K———
Prepared Retirement Institute LLC
N/A—5,462-5,462-100%$440.0K———
Tyche Wealth Partners LLC
N/A—5,435-5,435-100%$437.9K———
Wayfinding Financial, LLC
N/A—5,408-5,408-100%$435.0K———
Osborne Partners Capital Management, LLC
N/A—5,272-5,272-100%$424.8K———
Silver OAK Securities, Incorporated
N/A—5,259-5,259-100%$423.7K———
Marshall Financial Group, LLC
N/A—5,214-5,214-100%$420.1K———
Integrity Financial Corp
N/A—5,201-5,201-100%$419.0K———
Elgethun Capital Management
N/A—5,124-5,124-100%$412.8K———
Nova Wealth Management, Inc.
N/A—5,124-5,124-100%$412.8K———
Park Place Capital Corp
N/A—5,085-5,085-100%$409.7K———
Mathes Company, Inc.
N/A—5,080-5,080-100%$409.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,068-5,068-100%$408.3K———
Caldwell Sutter Capital, Inc.
N/A—5,051-5,051-100%$407.0K———
Verity Wealth Advisors
N/A—5,043-5,043-100%$406.3K———
Lavaca Capital LLC
N/A—5,040-5,040-100%$406.1K———
Fischer Investment Strategies, LLC
N/A—5,019-5,019-100%$404.4K———
One Wealth Advisors, LLC
N/A—5,012-5,012-100%$403.8K———
Proficio Capital Partners LLC
N/A—4,996-4,996-100%$402.5K———
Frazier Financial Advisors, LLC
N/A—4,939-4,939-100%$398.0K———
Trustco Bank Corp N Y
N/A—4,932-4,932-100%$397.4K———
Argent Advisors, Inc.
N/A—4,864-4,864-100%$391.9K———
Dunhill Financial, LLC
N/A—4,824-4,824-100%$388.7K———
Whalerock Point Partners, LLC
N/A—4,820-4,820-100%$388.3K———
Madison Asset Management, LLC
N/A—4,808-4,808-100%$387.4K———
Compass Capital Corp
N/A—4,804-4,804-100%$398.8K———
NorthCoast Asset Management LLC
N/A—4,795-4,795-100%$386.4K———
Kapstone Financial Advisors LLC
N/A—4,744-4,744-100%$382.2K———
Swisher Financial Concepts, Inc.
N/A—4,700-4,700-100%$378.7K———
Moment Partners, LLC
N/A—4,676-4,676-100%$376.7K———
Legacy Financial Advisors, Inc.
N/A—4,658-4,658-100%$375.3K———
Silvercrest Asset Management Group LLC
N/A—4,620-4,620-100%$372.3K———
Bogart Wealth, LLC
N/A—4,596-4,596-100%$370.3K———
West Michigan Advisors, LLC
N/A—4,555-4,555-100%$367.0K———
Disciplined Investors, L.L.C.
N/A—4,541-4,541-100%$365.9K———
Compass Advisory Group LLC
N/A—4,528-4,528-100%$364.8K———
One Wealth Management Investment & Advisory Services, LLC
N/A—4,520-4,520-100%$364.2K———
Matters Capital LLC
N/A—4,510-4,510-100%$363.4K———
Legacy PCG, LLC
N/A—4,480-4,480-100%$370.6K———
Monetary Management Group Inc
N/A—4,460-4,460-100%$359.3K———
First Western Trust Bank
N/A—4,428-4,428-100%$356.8K———
Foster & Motley Inc
N/A—4,392-4,392-100%$354.0K———
HTG Investment Advisors, Inc.
N/A—4,356-4,356-100%$351.0K———
CCG Wealth Management, LLC
N/A—4,330-4,330-100%$348.9K———
Dearborn Partners LLC
N/A—4,324-4,324-100%$348.4K———
Element Wealth, LLC
N/A—4,210-4,210-100%$339.2K———
Miramar Capital, LLC
N/A—4,125-4,125-100%$332.4K———
Summit Wealth Group, LLC
N/A—4,118-4,118-100%$331.8K———
Performance Wealth Partners, LLC
N/A—4,109-4,109-100%$331.1K———
Providence Capital Advisors, LLC
N/A—4,088-4,088-100%$329.4K———
HHM Wealth Advisors, LLC
N/A—4,025-4,025-100%$324.3K———
Glassman Wealth Services
N/A—4,000-4,000-100%$322.3K———
Clarendon Private LLC
N/A—3,962-3,962-100%$319.2K———
Koss-Olinger Consulting, LLC
N/A—3,912-3,912-100%$315.2K———
Strategic Financial Planning, Inc.
N/A—3,900-3,900-100%$314.2K———
Novus Advisors, LLC
N/A—3,876-3,876-100%$312.3K———
Intrepid Financial Planning Group LLC
N/A—3,876-3,876-100%$312.3K———
Tocqueville Asset Management L.P.
N/A—3,870-3,870-100%$311.8K———
Regimen Wealth, LLC
N/A—3,866-3,866-100%$311.5K———
Sankala Group LLC
N/A—3,844-3,844-100%$320.4K———
Tradition Wealth Management, LLC
N/A—3,831-3,831-100%$308.6K———
Private Capital Management, LLC
N/A—3,815-3,815-100%$307.4K———
Northeast Planning Associates, Inc. / NH /
N/A—3,772-3,772-100%$290.1K———
URS Advisory LLC
N/A—3,771-3,771-100%$303.8K———
Financial Advisors Network, Inc.
N/A—3,753-3,753-100%$302.3K———
Astoria Strategic Wealth, Inc.
N/A—3,752-3,752-100%$302.3K———
Maimon Wealth Management Ltd.
N/A—3,732-3,732-100%$300.7K———
Arvest Bank Trust Division
N/A—3,700-3,700-100%$298.1K———
Daybright Advisory Services, Inc.
N/A—3,682-3,682-100%$298.0K———
ATLas Financial Planning LLC
N/A—3,620-3,620-100%$291.7K———
Squarepoint Ops LLC
N/A—3,612-3,612-100%$291.0K———
OakTrust Wealth Advisors, LLC
N/A—3,576-3,576-100%$288.1K———
Strategic Wealth Partners, Ltd.
N/A—3,576-3,576-100%$288.1K———
Denver Wealth Management, Inc.
N/A—3,565-3,565-100%$287.2K———
CVA Family Office, LLC
N/A—3,564-3,564-100%$287.1K———
First Long Island Investors, LLC
N/A—3,560-3,560-100%$286.8K———
First Financial Bankshares Inc
N/A—3,532-3,532-100%$284.6K———
Team Hewins, LLC
N/A—3,512-3,512-100%$283.0K———
Balanced Wealth Group LLC
N/A—3,500-3,500-100%$282.0K———
Sharp Wealth Advisory, LLC
N/A—3,496-3,496-100%$281.7K———
WNY Asset Management, LLC
N/A—3,493-3,493-100%$281.4K———
Prasad Wealth Partners, LLC
N/A—3,481-3,481-100%$280.5K———
Horizon Investment Services, LLC
N/A—3,472-3,472-100%$279.7K———
Castle Wealth Management LLC
N/A—3,431-3,431-100%$276.4K———
Plotkin Financial Advisors, LLC
N/A—3,428-3,428-100%$276.2K———
Fiduciary Group, LLC
N/A—3,427-3,427-100%$276.1K———
Ally Invest Advisors Inc.
N/A—3,425-3,425-100%$276.0K———
Traub Capital Management LLC
N/A—3,422-3,422-100%$275.7K———
Shepherd Wealth Management Ltd Liability Co
N/A—3,350-3,350-100%$282.2K———
Mendel Capital Management LLC
N/A—3,339-3,339-100%$269.0K———
Axis Wealth Partners, LLC
N/A—3,338-3,338-100%$268.9K———
Everpar Advisors LLC
N/A—3,328-3,328-100%$268.1K———
Sittner & Nelson, LLC
N/A—3,320-3,320-100%$267.5K———
Novak & Powell Financial Services, Inc.
N/A—3,313-3,313-100%$266.9K———
Calton & Associates, Inc.
N/A—3,302-3,302-100%$266.0K———
Strategic Financial Partners, Ltd.
N/A—3,294-3,294-100%$265.4K———
Spirepoint Private Client, LLC
N/A—3,280-3,280-100%$264.2K———
PlanVest Financial, Inc
N/A—3,274-3,274-100%$263.8K———
Mrwm Advisors, LLC
N/A—3,244-3,244-100%$261.4K———
Heartland Bank & Trust Co
N/A—3,244-3,244-100%$261.4K———
Next Capital Management LLC
N/A—3,238-3,238-100%$260.9K———
Teachers Insurance & Annuity Association of America
N/A—3,224-3,224-100%$259.8K———
Bantamac Capital, LLC
N/A—3,200-3,200-100%$257.8K———
DF Dent & Co Inc
N/A—3,184-3,184-100%$256.5K———
Ground Swell Capital, LLC
N/A—3,122-3,122-100%$251.5K———
Brave Asset Management Inc
N/A—3,120-3,120-100%$251.4K———
Granite Bay Wealth Management, LLC
N/A—3,111-3,111-100%$251.0K———
Summitry LLC
N/A—3,100-3,100-100%$249.8K———
Benson Wealth Management Inc
N/A—3,052-3,052-100%$245.9K———
Bank of Nova Scotia
N/A—3,036-3,036-100%$244.6K———
Impact Partnership Wealth, LLC
N/A—3,015-3,015-100%$242.9K———
Manhattan West Asset Management, LLC
N/A—2,988-2,988-100%$240.7K———
EWA, LLC
N/A—2,954-2,954-100%$238.0K———
Earnest Partners LLC
N/A—2,925-2,925-100%$235.7K———
WealthTrust Axiom LLC
N/A—2,917-2,917-100%$235.0K———
Azimuth Capital Investment Management LLC
N/A—2,900-2,900-100%$233.7K———
Tolleson Wealth Management, Inc.
N/A—2,876-2,876-100%$231.7K———
Wallace Capital Management Inc.
N/A—2,860-2,860-100%$230.4K———
Nicholson Wealth Management Group, LLC
N/A—2,856-2,856-100%$230.1K———
Talisman Wealth Advisors LLC
N/A—2,853-2,853-100%$621.8K———
Sunflower Bank, N.A.
N/A—2,848-2,848-100%$229.5K———
Christine Messmer PC
N/A—2,843-2,843-100%$229.1K———
HFG Advisors, Inc.
N/A—2,832-2,832-100%$228.2K———
Southeast Asset Advisors, LLC
N/A—2,808-2,808-100%$226.2K———
Measured Wealth Private Client Group, LLC
N/A—2,796-2,796-100%$225.3K———
McNamara Financial Services, Inc.
N/A—2,775-2,775-100%$223.6K———
Annandale Capital, LLC
N/A—2,775-2,775-100%$224.0K———
Clarity Financial LLC
N/A—2,764-2,764-100%$222.7K———
Pasadena Private Wealth, LLC
N/A—2,756-2,756-100%$222.1K———
Capital Advisors Inc
N/A—2,717-2,717-100%$218.9K———
Revere Asset Management, Inc
N/A—2,692-2,692-100%$216.9K———
Aspiring Ventures, LLC
N/A—2,688-2,688-100%$216.6K———
Lowery Thomas, LLC
N/A—2,677-2,677-100%$215.7K———
Faithward Advisors, LLC
N/A—2,632-2,632-100%$212.1K———
Resolute Capital, LLC
N/A—2,623-2,623-100%$211.4K———
Main Management LLC
N/A—2,610-2,610-100%$210.0K———
Invst, LLC
N/A—2,599-2,599-100%$209.4K———
Rockbridge Investment Management, LCC
N/A—2,581-2,581-100%$208.0K———
Safeguard Investment Advisory Group, LLC
N/A—2,579-2,579-100%$207.8K———
Samara Investment Management, LLC
N/A—2,547-2,547-100%$205.2K———
Swan Capital LLC
N/A—2,542-2,542-100%$204.8K———
Holderness Investments Co
N/A—2,540-2,540-100%$204.7K———
Phillips Wealth Planners LLC
N/A—2,539-2,539-100%$204.7K———
Marble Wealth, LLC
N/A—2,539-2,539-100%$204.6K———
Bienville Capital Management, LLC
N/A—2,528-2,528-100%$203.7K———
Tulsa Wealth Advisors, Inc
N/A—2,511-2,511-100%$202.3K———
Ameriflex Group, Inc.
N/A—2,509-2,509-100%$202.1K———
WealthShield Partners, LLC
N/A—2,484-2,484-100%$200.1K———
Orion Capital Management LLC
N/A—2,474-2,474-100%$199.3K———
C M Bidwell & Associates LTD
N/A—2,450-2,450-100%$197.4K———
Rice Partnership, LLC
N/A—2,323-2,323-100%$187.2K———
Wellington-Altus USA Inc.
N/A—2,315-2,315-100%$664.8K———
Tiaa Wealth Investment Management LLC
N/A—2,186-2,186-100%$175.9K———
Cary Street Partners Investment Advisory LLC
N/A—2,092-2,092-100%$168.6K———
Synergy Investment Management, LLC
N/A—1,992-1,992-100%$160.5K———
Colonial Trust Advisors
N/A—1,977-1,977-100%$159.3K———
Family Manage LLC
N/A—1,876-1,876-100%$151.1K———
Millstone Evans Group, LLC
N/A—1,844-1,844-100%$148.6K———
Hollencrest Capital Management
N/A—1,832-1,832-100%$147.6K———
Front Row Advisors LLC
N/A—1,757-1,757-100%$145.9K———
Top Private Wealth Llc.
N/A—1,738-1,738-100%$140.0K———
Raffa Wealth Management, LLC
N/A—1,685-1,685-100%$135.8K———
Seneschal Advisors, LLC
N/A—1,660-1,660-100%$133.7K———
NWK Group, Inc.
N/A—1,608-1,608-100%$129.6K———
Tidemark, LLC
N/A—1,596-1,596-100%$128.6K———
London Co of Virginia
N/A—1,530-1,530-100%$123.3K———
Bollard Group LLC
N/A—1,470-1,470-100%$118.0K———
Basepoint Wealth LLC
N/A—1,468-1,468-100%$118.3K———
Core Alternative Capital
N/A—1,400-1,400-100%$112.8K———
Hills Bank & Trust Co
N/A—1,364-1,364-100%$109.9K———
Westfuller Advisors, LLC
N/A—1,321-1,321-100%$106.5K———
Bernard Wealth Management Corp.
N/A—1,300-1,300-100%$104.7K———
Centennial Bank
N/A—1,209-1,209-100%$97.4K———
Broadwater Capital Management LLC
N/A—1,160-1,160-100%$93.5K———
Cardiff Park Advisors, LLC
N/A—1,106-1,106-100%$89.1K———
Strategic Investment Solutions, Inc.
N/A—1,096-1,096-100%$88.3K———
Allied Private Wealth LLC
N/A—1,084-1,084-100%$86.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,020-1,020-100%$82.2K———
Morris Financial Concepts, Inc.
N/A—1,012-1,012-100%$81.5K———
Motco
N/A—960-960-100%$77.3K———
Steigerwald, Gordon & Koch Inc.
N/A—947-947-100%$76.3K———
Quent Capital, LLC
N/A—941-941-100%$75.8K———
Passive Capital Management, Llc.
N/A—829-829-100%$240.6K———
Fourth Dimension Wealth, LLC
N/A—801-801-100%$64.5K———
one8zero8, LLC
N/A—800-800-100%$64.5K———
LRI Investments, LLC
N/A—740-740-100%$59.6K———
Westend Capital Management, LLC
N/A—655-655-100%$52.8K———
Corsicana & Co.
N/A—612-612-100%$49.3K———
Pinney & Scofield, Inc.
N/A—597-597-100%$48.1K———
PIN OAK Investment Advisors Inc
N/A—532-532-100%$43.0K———
ESL Trust Services, LLC
N/A—500-500-100%$40.3K———
Ogorek Anthony Joseph
N/A—476-476-100%$38.0K———
JPL Wealth Management, LLC
N/A—476-476-100%$38.4K———
CNB Bank
N/A—472-472-100%$38.0K———
HighMark Wealth Management LLC
N/A—464-464-100%$37.3K———
Ankerstar Wealth, LLC
N/A—440-440-100%$35.5K———
Cambient Family Office, LLC
N/A—432-432-100%$34.8K———
Mcguire Capital Advisors Inc
N/A—432-432-100%$34.8K———
Timmons Wealth Management, LLC
N/A—431-431-100%$34.7K———
Walsh & Associates, LLC
N/A—415-415-100%$33.4K———
Tripletail Wealth Management, LLC
N/A—400-400-100%$32.2K———
Atomic Invest LLC
N/A—392-392-100%$31.6K———
New Republic Capital, LLC
N/A—356-356-100%$28.7K———
Basecamp Wealth Advisors LLC
N/A—352-352-100%$28.4K———
Greykasell Wealth Strategies, Inc.
N/A—344-344-100%$27.7K———
Vaughan Nelson Investment Management, L.P.
N/A—320-320-100%$25.8K———
Aventura Private Wealth, LLC
N/A—316-316-100%$25.5K———
Van Eck Associates Corp
N/A—228-228-100%$18.4K———
LGT Financial Advisors LLC
N/A—196-196-100%$15.8K———
Harborfront Financial Group LLC
N/A—162-162-100%$13.0K———
FWL Investment Management, LLC
N/A—152-152-100%$12.2K———
Wallace Hart LLC
N/A—128-128-100%$10.3K———
Imprint Wealth LLC
N/A—104-104-100%$8.4K———
Prestige Wealth Management Group LLC
N/A—100-100-100%$8.1K———
Game Plan Financial Advisors, LLC
N/A—91-91-100%$7.4K———
Financial Gravity Companies, Inc.
N/A—84-84-100%$6.8K———
1 North Wealth Services LLC
N/A—80-80-100%$6.4K———
Hamrick Investment Counsel, llc
N/A—80-80-100%$6.4K———
Cheviot Value Management, LLC
N/A—80-80-100%$6.4K———
Godfrey Financial Associates, Inc.
N/A—68-68-100%$5.5K———
Avalon Trust Co
N/A—44-44-100%$3.5K———
HFM Investment Advisors, LLC
N/A—13-13-100%$1.0K———
Investors Portfolio Services LLC
N/A—4-4-100%$317———
Logan Capital Management Inc
N/A—4-4-100%$322———
BNP Paribas Financial Markets
N/A—4-4-100%$322———
Vestwell Advisors, LLC
N/A—00—$4———
Showing 2576 of 2576 institutions