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Vanguard Large-Cap ETF (VV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares11,874,190 from 12,039,581
Change-165,391 (-1%)
Value$4.2B (+$37.4M)
Filed 2026-11-02
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares6,543,317 from 6,543,317
Change0 (0%)
Value$2.3B (+$52.0M)
Filed 2026-10-28
Johnson Financial Group, LLC
INCREASED
Shares3,062,148 from 2,712,195
Change+349,953 (+13%)
Value$1.1B (+$144.7M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares2,237,115 from 2,259,085
Change-21,970 (-1%)
Value$787.1M (+$10.2M)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares981,570 from 1,017,512
Change-35,942 (-4%)
Value$345.5M (-$4.4M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares792,104 from 777,376
Change+14,728 (+2%)
Value$278.7M (+$11.4M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
DECREASED
Shares619,621 from 626,682
Change-7,061 (-1%)
Value$218.0M (+$2.5M)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares494,276 from 440,832
Change+53,444 (+12%)
Value$173.9M (+$22.3M)
Filed 2026-11-04
James J. Burns & Company, LLC
DECREASED
Shares479,815 from 484,908
Change-5,093 (-1%)
Value$168.8M (+$2.1M)
Filed 2026-10-22
Millburn Ridgefield LLC
DECREASED
Shares451,789 from 456,076
Change-4,287 (-1%)
Value$159.0M (+$2.1M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
DECREASED
Shares451,789 from 456,076
Change-4,287 (-1%)
Value$159.0M (+$2.1M)
Filed 2026-11-02
Mason & Associates, LLC
INCREASED
Shares444,490 from 434,857
Change+9,633 (+2%)
Value$156.4M (+$6.8M)
Filed 2026-10-26
Garde Capital, Inc.
DECREASED
Shares425,915 from 430,875
Change-4,960 (-1%)
Value$149.9M (+$1.7M)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
DECREASED
Shares376,197 from 377,107
Change-910 (0%)
Value$132.4M (+$2.7M)
Filed 2026-10-05
Fifth Third Bancorp
DECREASED
Shares348,103 from 354,534
Change-6,431 (-2%)
Value$122.5M (+$552.3K)
Filed 2026-11-05
Pittenger & Anderson Inc
DECREASED
Shares317,101 from 335,445
Change-18,344 (-5%)
Value$111.6M (-$3.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares316,922 from 344,334
Change-27,412 (-8%)
Value$111.5M (-$6.9M)
Filed 2026-11-02
MilWealth Group LLC
DECREASED
Shares298,652 from 301,376
Change-2,724 (-1%)
Value$105.1M (+$1.4M)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares261,268 from 271,224
Change-9,956 (-4%)
Value$91.9M (-$1.3M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares254,154 from 248,686
Change+5,468 (+2%)
Value$89.4M (+$3.9M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares253,965 from 256,630
Change-2,665 (-1%)
Value$89.4M (+$1.1M)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares245,763 from 220,883
Change+24,880 (+11%)
Value$86.5M (+$10.5M)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares222,651 from 225,906
Change-3,255 (-1%)
Value$78.3M (+$648.5K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares198,774 from 174,662
Change+24,112 (+14%)
Value$69.9M (+$9.9M)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
INCREASED
Shares198,185 from 194,273
Change+3,912 (+2%)
Value$69.7M (+$2.9M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares196,660 from 112,873
Change+83,787 (+74%)
Value$69.2M (+$30.4M)
Filed 2026-11-04
Addis & Hill, Inc
UNCHANGED
Shares187,371 from 187,371
Change0 (0%)
Value$64.4M ($0)
Filed 2026-10-19
Financial Planning Navigators Corp
INCREASED
Shares183,445 from 180,597
Change+2,848 (+2%)
Value$64.5M (+$2.4M)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares165,511 from 162,359
Change+3,152 (+2%)
Value$58.2M (+$2.4M)
Filed 2026-10-22
Juncture Wealth Strategies, LLC
DECREASED
Shares161,292 from 181,619
Change-20,327 (-11%)
Value$56.8M (-$5.7M)
Filed 2026-10-06
Acropolis Investment Management, LLC
DECREASED
Shares160,893 from 165,136
Change-4,243 (-3%)
Value$56.6M (-$181.6K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares159,993 from 164,122
Change-4,129 (-3%)
Value$56.3K (-$56.4M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares135,777 from 133,158
Change+2,619 (+2%)
Value$48.2M (+$2.3M)
Filed 2026-10-13
Systelligence, LLC
INCREASED
Shares133,663 from 5,234
Change+128,429 (+2454%)
Value$23.9M (+$22.1M)
Filed 2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares123,970 from 123,599
Change+371 (+0%)
Value$43.6M (+$1.1M)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares116,346 from 143,737
Change-27,391 (-19%)
Value$40.9M (-$8.5M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares111,833 from 111,841
Change-8 (0%)
Value$39.3M (+$885.3K)
Filed 2026-10-30
Latigo Investments, LLC
UNCHANGED
Shares108,982 from 108,982
Change0 (0%)
Value$38.3M (+$865.3K)
Filed 2026-10-29
Sage Financial Group Inc
DECREASED
Shares106,081 from 106,130
Change-49 (0%)
Value$37.3M (+$825.3K)
Filed 2026-10-27
Arbor Wealth Management Llc\az
DECREASED
Shares97,903 from 99,704
Change-1,801 (-2%)
Value$34.4M (+$157.8K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares88,369 from 87,540
Change+829 (+1%)
Value$31.1M (+$986.7K)
Filed 2026-10-26
Sfam, LLC
INCREASED
Shares87,275 from 86,648
Change+627 (+1%)
Value$30.7M (+$908.3K)
Filed 2026-11-03
Nordwand Advisors, LLC
INCREASED
Shares86,951 from 86,950
Change+1 (0%)
Value$30.6M (+$690.7K)
Filed 2026-11-05
James Reed Financial Services, Inc.
INCREASED
Shares85,192 from 84,597
Change+595 (+1%)
Value$30.0M (+$881.1K)
Filed 2026-10-26
Advocate Group LLC
DECREASED
Shares78,117 from 82,307
Change-4,190 (-5%)
Value$27.5M (-$820.7K)
Filed 2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED
Shares76,524 from 79,239
Change-2,715 (-3%)
Value$26.9M (-$326.1K)
Filed 2026-10-29
Moller Wealth Partners
DECREASED
Shares75,710 from 78,984
Change-3,274 (-4%)
Value$26.6M (-$524.8K)
Filed 2026-10-15
St. Louis Trust Co
INCREASED
Shares72,608 from 65,816
Change+6,792 (+10%)
Value$25.5M (+$21.8M)
Filed 2026-11-03
Wheelhouse Advisory Group LLC
INCREASED
Shares72,280 from 69,009
Change+3,271 (+5%)
Value$25.4M (+$1.7M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares72,057 from 71,475
Change+582 (+1%)
Value$25.4M (+$772.1K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares72,044 from 70,246
Change+1,798 (+3%)
Value$25.3M (+$1.2M)
Filed 2026-10-15
Jnba Financial Advisors
DECREASED
Shares70,530 from 75,027
Change-4,497 (-6%)
Value$24.8M (-$986.6K)
Filed 2026-11-03
Verus Financial Partners, Inc.
INCREASED
Shares70,427 from 70,316
Change+111 (+0%)
Value$24.8M (+$597.7K)
Filed 2026-10-29
Kennicott Capital Management LLC
DECREASED
Shares70,064 from 70,189
Change-125 (0%)
Value$24.7M (+$513.4K)
Filed 2026-10-16
MB, Levis & Associates, LLC
INCREASED
Shares69,388 from 66,504
Change+2,884 (+4%)
Value$24.4M (+$1.5M)
Filed 2026-10-16
Investors Research Corp
INCREASED
Shares68,738 from 62,926
Change+5,812 (+9%)
Value$24.2M (+$2.5M)
Filed 2026-10-07
Pinnacle Associates LTD
DECREASED
Shares68,409 from 69,093
Change-684 (-1%)
Value$24.1M (+$308.1K)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares67,902 from 70,907
Change-3,005 (-4%)
Value$23.9M (-$494.3K)
Filed 2026-10-28
Arcadia Investment Advisors LLC
DECREASED
Shares65,638 from 66,226
Change-588 (-1%)
Value$23.1M (+$318.9K)
Filed 2026-10-13
Atmos Advisory, LLC
INCREASED
Shares65,130 from 64,964
Change+166 (+0%)
Value$22.9M (+$574.2K)
Filed 2026-10-06
Woodard & Co Asset Management Group Inc
DECREASED
Shares64,961 from 81,738
Change-16,777 (-21%)
Value$22.9M (-$5.3M)
Filed 2026-11-03
Box Hill Private Wealth LLC
INCREASED
Shares64,323 from 59,252
Change+5,071 (+9%)
Value$22.6M (+$2.3M)
Filed 2026-10-05
Wealth Architects, LLC
DECREASED
Shares61,760 from 62,994
Change-1,234 (-2%)
Value$21.7M (+$66.0K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares59,023 from 59,560
Change-537 (-1%)
Value$20.8M (+$284.0K)
Filed 2026-11-05
First Hawaiian Bank
DECREASED
Shares57,457 from 57,575
Change-118 (0%)
Value$20.2M (+$415.6K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares57,376 from 48,958
Change+8,418 (+17%)
Value$20.2M (+$3.4M)
Filed 2026-11-02
Northern Capital Management, Inc.
DECREASED
Shares57,003 from 57,163
Change-160 (0%)
Value$20.1M (+$397.1K)
Filed 2026-11-05
TFC Financial Management, Inc.
INCREASED
Shares56,692 from 53,307
Change+3,385 (+6%)
Value$19.9M (+$1.6M)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares55,873 from 55,237
Change+636 (+1%)
Value$19.7M (+$662.4K)
Filed 2026-10-27
Farrell Financial LLC
INCREASED
Shares55,803 from 55,599
Change+204 (+0%)
Value$19.6M (+$513.1K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares54,098 from 44,218
Change+9,880 (+22%)
Value$19.0M (+$3.8M)
Filed 2026-11-06
Idaho Trust Co
INCREASED
Shares51,948 from 44,948
Change+7,000 (+16%)
Value$18.3M (+$2.8M)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares51,754 from 51,906
Change-152 (0%)
Value$17.5M (-$919.2K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares50,781 from 49,798
Change+983 (+2%)
Value$17.9M (+$738.8K)
Filed 2026-11-05
CX Institutional
DECREASED
Shares50,574 from 51,008
Change-434 (-1%)
Value$17.8K (+$253)
Filed 2026-10-02
Horizons Wealth Management
NEW
Shares49,911
Change+49,911
Value$17.6M
Filed 2026-10-05
Intergy Private Wealth, LLC
INCREASED
Shares49,804 from 48,026
Change+1,778 (+4%)
Value$17.5M (+$1.0M)
Filed 2026-10-16
Blueprint Investment Partners LLC
DECREASED
Shares49,477 from 50,748
Change-1,271 (-2%)
Value$17.4M (-$44.3K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares49,421 from 50,692
Change-1,271 (-3%)
Value$17.4M (-$44.7K)
Filed 2026-10-28
Integris Wealth Management, LLC
INCREASED
Shares49,181 from 49,080
Change+101 (+0%)
Value$17.3M (+$425.2K)
Filed 2026-10-14
Chatham Capital Group, Inc.
DECREASED
Shares49,066 from 49,491
Change-425 (-1%)
Value$17.3M (+$243.4K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED
Shares48,115 from 48,108
Change+7 (+0%)
Value$16.9M (+$384.4K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares47,115 from 34,485
Change+12,630 (+37%)
Value$16.4M (+$4.5M)
Filed 2026-11-03
Biltmore Family Office, LLC
DECREASED
Shares46,865 from 46,994
Change-129 (0%)
Value$16.5M (+$327.6K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
INCREASED
Shares46,452 from 46,353
Change+99 (+0%)
Value$16.3K (+$403)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares46,153 from 46,557
Change-404 (-1%)
Value$16.2M (+$227.4K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares46,101 from 42,368
Change+3,733 (+9%)
Value$16.2M (+$1.6M)
Filed 2026-10-08
Total Investment Management Inc
INCREASED
Shares46,054 from 45,639
Change+415 (+1%)
Value$16.2M (+$522.5K)
Filed 2026-10-22
Amtrust Financial Services, Inc.
UNCHANGED
Shares45,800 from 45,800
Change0 (0%)
Value$16.1M (+$363.7K)
Filed 2026-10-19
Procyon Advisors, LLC
UNCHANGED
Shares45,127 from 45,127
Change0 (0%)
Value$15.9M (+$358.3K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares44,845 from 39,489
Change+5,356 (+14%)
Value$15.8M (+$2.2M)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares43,189 from 43,096
Change+93 (+0%)
Value$15.2M (+$374.9K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares43,129 from 39,369
Change+3,760 (+10%)
Value$15.2M (+$1.6M)
Filed 2026-11-03
Fusion Family Wealth, LLC
DECREASED
Shares42,464 from 42,544
Change-80 (0%)
Value$14.9M (+$309.7K)
Filed 2026-11-02
Fairway Wealth LLC
INCREASED
Shares41,183 from 25,840
Change+15,343 (+59%)
Value$14.5M (+$5.6M)
Filed 2026-10-30
Capital Planning LLC
DECREASED
Shares40,483 from 40,666
Change-183 (0%)
Value$14.2M (+$258.5K)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares39,825 from 38,862
Change+963 (+2%)
Value$14.2M (+$711.3K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares39,637 from 39,285
Change+352 (+1%)
Value$13.6M (+$121.1K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares39,525 from 41,064
Change-1,539 (-4%)
Value$13.9M (-$215.5K)
Filed 2026-10-23
TCI Wealth Advisors, Inc.
NEW
Shares39,337
Change+39,337
Value$13.8M
Filed 2026-10-30
Black Diamond Financial, LLC
INCREASED
Shares39,009 from 39,003
Change+6 (+0%)
Value$13.7M (+$311.6K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares38,974 from 38,940
Change+34 (+0%)
Value$13.7M (+$321.2K)
Filed 2026-10-07
Leeward Financial Partners, LLC
DECREASED
Shares38,795 from 43,665
Change-4,870 (-11%)
Value$13.7M (-$1.4M)
Filed 2026-10-23
Tarbox Family Office, Inc.
UNCHANGED
Shares38,385 from 38,385
Change0 (0%)
Value$13.5M (+$304.8K)
Filed 2026-10-23
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares38,190 from 38,548
Change-358 (-1%)
Value$13.4M (+$180.2K)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares37,897 from 31,576
Change+6,321 (+20%)
Value$13.3M (+$2.5M)
Filed 2026-10-28
Gibraltar Capital Management, Inc.
DECREASED
Shares37,555 from 37,690
Change-135 (0%)
Value$13.2M (+$251.8K)
Filed 2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED
Shares36,852 from 38,389
Change-1,537 (-4%)
Value$13.0M (-$236.1K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares36,804 from 33,585
Change+3,219 (+10%)
Value$12.9M (+$1.4M)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
DECREASED
Shares36,056 from 36,449
Change-393 (-1%)
Value$12.7M (+$151.0K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares35,501 from 44,883
Change-9,382 (-21%)
Value$12.5M (-$2.9M)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares35,298 from 35,686
Change-388 (-1%)
Value$12.4M (+$146.6K)
Filed 2026-10-23
Gibson Capital, LLC
UNCHANGED
Shares35,064 from 35,064
Change0 (0%)
Value$12.3M (+$278.4K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares34,962 from 35,323
Change-361 (-1%)
Value$12.3M (+$153.5K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares34,209 from 34,200
Change+9 (+0%)
Value$12.0M (+$274.7K)
Filed 2026-10-20
Tortoise Investment Management, LLC
DECREASED
Shares34,037 from 34,519
Change-482 (-1%)
Value$12.0M (+$104.5K)
Filed 2026-11-06
Northeast Investment Management
UNCHANGED
Shares32,990 from 32,990
Change0 (0%)
Value$11.6M (+$261.9K)
Filed 2026-10-30
Savant Capital, LLC
DECREASED
Shares32,702 from 52,882
Change-20,180 (-38%)
Value$11.5M (-$5.6M)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
INCREASED
Shares32,365 from 32,349
Change+16 (+0%)
Value$11.4M (+$262.5K)
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares32,277 from 31,752
Change+525 (+2%)
Value$11.4M (+$514.9K)
Filed 2026-10-21
Ledyard National Bank
DECREASED
Shares31,783 from 32,155
Change-372 (-1%)
Value$11.2M (+$124.4K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares31,653 from 1,051
Change+30,602 (+2912%)
Value$11.1M (+$10.8M)
Filed 2026-10-15
Apella Capital, LLC
DECREASED
Shares31,590 from 31,624
Change-34 (0%)
Value$11.3M (+$440.4K)
Filed 2026-10-08
Merit Financial Group, LLC
DECREASED
Shares31,355 from 31,716
Change-361 (-1%)
Value$11.0M (+$124.6K)
Filed 2026-11-06
Downshift Financial, LLC
DECREASED
Shares31,311 from 31,347
Change-36 (0%)
Value$11.0M (+$236.2K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares30,516 from 30,557
Change-41 (0%)
Value$10.9M (+$440.6K)
Filed 2026-10-20
Ironwood Financial, llc
INCREASED
Shares30,135 from 28,751
Change+1,384 (+5%)
Value$10.6M (+$683.9K)
Filed 2026-10-20
Armbruster Capital Management, Inc.
DECREASED
Shares28,728 from 29,828
Change-1,100 (-4%)
Value$10.1M (-$150.2K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares28,362 from 28,600
Change-238 (-1%)
Value$10.0M (+$143.4K)
Filed 2026-10-08
Councilor Wealth, LLC
INCREASED
Shares28,148 from 27,871
Change+277 (+1%)
Value$9.9M (+$318.9K)
Filed 2026-10-09
BIP Wealth, LLC
DECREASED
Shares28,118 from 34,602
Change-6,484 (-19%)
Value$9.9M (-$2.0M)
Filed 2026-10-22
BLB&B Advisors, LLC
DECREASED
Shares27,826 from 28,157
Change-331 (-1%)
Value$9.8M (+$107.1K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares27,538 from 26,574
Change+964 (+4%)
Value$9.7M (+$550.0K)
Filed 2026-11-04
Redwood Family Wealth LLC
INCREASED
Shares27,372 from 26,786
Change+586 (+2%)
Value$9.6M (+$418.7K)
Filed 2026-10-20
1900 Wealth Management LLC
DECREASED
Shares27,329 from 27,548
Change-219 (-1%)
Value$9.6M (+$141.6K)
Filed 2026-10-13
Balentine LLC
DECREASED
Shares26,334 from 29,665
Change-3,331 (-11%)
Value$9.3M (-$936.3K)
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares26,116 from 19,352
Change+6,764 (+35%)
Value$9.2M (+$2.5M)
Filed 2026-11-05
Sherry Group, Inc.
INCREASED
Shares25,942 from 25,838
Change+104 (+0%)
Value$9.1M (+$309.5K)
Filed 2026-10-09
Vise Technologies, Inc.
INCREASED
Shares25,115 from 9,075
Change+16,040 (+177%)
Value$8.8M (+$5.7M)
Filed 2026-10-29
Soundwatch Capital LLC
DECREASED
Shares24,992 from 25,068
Change-76 (0%)
Value$8.9M (+$251.0K)
Filed 2026-11-04
Orin Green Financial, LLC
DECREASED
Shares24,948 from 26,876
Change-1,928 (-7%)
Value$8.8M (-$465.0K)
Filed 2026-10-19
Glenview Trust Co
INCREASED
Shares24,780 from 24,392
Change+388 (+2%)
Value$8.7M (+$330.2K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares24,763 from 23,502
Change+1,261 (+5%)
Value$8.7K (-$8.1M)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares24,055 from 24,050
Change+5 (+0%)
Value$8.5M (+$192.5K)
Filed 2026-10-26
Strategic Equity Management
DECREASED
Shares23,903 from 66,322
Change-42,419 (-64%)
Value$8.4M (-$14.4M)
Filed 2026-11-04
Gradient Capital Advisors, LLC
DECREASED
Shares23,773 from 24,826
Change-1,053 (-4%)
Value$8.4M (-$173.3K)
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares23,693 from 23,734
Change-41 (0%)
Value$8.3M (+$174.1K)
Filed 2026-11-06
Sage Financial Management Group, Inc.
INCREASED
Shares23,388 from 21,357
Change+2,031 (+10%)
Value$8.2M (+$884.3K)
Filed 2026-11-06
Studio Investment Management LLC
INCREASED
Shares23,029 from 6,821
Change+16,208 (+238%)
Value$8.1M (+$5.8M)
Filed 2026-10-22
Kendall Capital Management
UNCHANGED
Shares22,069 from 22,069
Change0 (0%)
Value$7.8M (+$175.2K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares21,991 from 22,444
Change-453 (-2%)
Value$7.7M (+$18.8K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares21,500 from 21,610
Change-110 (-1%)
Value$7.6M (+$132.9K)
Filed 2026-11-05
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares21,471 from 21,436
Change+35 (+0%)
Value$7.6M (+$182.5K)
Filed 2026-11-04
Beacon Capital Management, LLC
DECREASED
Shares21,455 from 23,303
Change-1,848 (-8%)
Value$7.5M (-$465.1K)
Filed 2026-10-23
Marietta Wealth Management, LLC
DECREASED
Shares21,329 from 22,363
Change-1,034 (-5%)
Value$7.6M (-$121.1K)
Filed 2026-10-22
Human Investing LLC
INCREASED
Shares21,276 from 21,133
Change+143 (+1%)
Value$7.5M (+$218.6K)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares20,624 from 21,073
Change-449 (-2%)
Value$7.3M (+$9.3K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares20,101 from 20,220
Change-119 (-1%)
Value$7.1M (+$118.9K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares20,097 from 19,655
Change+442 (+2%)
Value$7.1M (+$311.6K)
Filed 2026-10-26
Pioneer Wealth Management Group
DECREASED
Shares19,340 from 20,475
Change-1,135 (-6%)
Value$6.8M (-$236.9K)
Filed 2026-10-09
Brooklyn FI, LLC
INCREASED
Shares18,962 from 16,732
Change+2,230 (+13%)
Value$6.7M (+$937.7K)
Filed 2026-11-05
Aspiriant, LLC
INCREASED
Shares18,917 from 14,815
Change+4,102 (+28%)
Value$6.7M (+$1.6M)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares18,885 from 18,854
Change+31 (+0%)
Value$6.6M (+$160.7K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares18,487 from 9,260
Change+9,227 (+100%)
Value$6.5M (+$3.3M)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares18,206 from 19,803
Change-1,597 (-8%)
Value$6.4M (-$405.0K)
Filed 2026-10-26
Ifrah Financial Services, Inc.
DECREASED
Shares18,124 from 18,504
Change-380 (-2%)
Value$6.4M (+$13.1K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares17,308 from 17,791
Change-483 (-3%)
Value$6.1M (-$28.7K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares17,259 from 17,893
Change-634 (-4%)
Value$6.1M (-$81.1K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares16,987 from 16,816
Change+171 (+1%)
Value$6.0M (+$193.7K)
Filed 2026-10-14
Retireful, LLC
NEW
Shares16,819
Change+16,819
Value$5.9M
Filed 2026-10-09
Vontobel Holding Ltd.
DECREASED
Shares16,745 from 16,768
Change-23 (0%)
Value$5.9M (+$125.0K)
Filed 2026-10-16
Sendero Wealth Management, LLC
DECREASED
Shares16,658 from 16,727
Change-69 (0%)
Value$5.9M (+$108.5K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares16,640 from 16,717
Change-77 (0%)
Value$5.9M (+$105.6K)
Filed 2026-11-04
Infinity Wealth Counsel, LLC
INCREASED
Shares16,392 from 16,187
Change+205 (+1%)
Value$5.8M (+$200.7K)
Filed 2026-10-15
Warwick Investment Management, Inc.
DECREASED
Shares16,352 from 16,434
Change-82 (0%)
Value$5.8M (+$101.6K)
Filed 2026-10-19
Seal Cove Capital, LLC
INCREASED
Shares16,335 from 16,292
Change+43 (+0%)
Value$5.7M (+$144.0K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares16,335 from 16,309
Change+26 (+0%)
Value$5.7M (+$138.4K)
Filed 2026-11-03
Transcendent Capital Group LLC
DECREASED
Shares16,142 from 16,176
Change-34 (0%)
Value$5.7M (+$116.8K)
Filed 2026-10-28
SAX Wealth Advisors, LLC
INCREASED
Shares16,126 from 15,315
Change+811 (+5%)
Value$5.7M (+$1.1M)
Filed 2026-10-13
Objective Capital Management, LLC
DECREASED
Shares16,051 from 16,450
Change-399 (-2%)
Value$5.6M (-$9.7K)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares15,999 from 18,224
Change-2,225 (-12%)
Value$5.6M (-$638.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares15,778 from 12,109
Change+3,669 (+30%)
Value$5.6M (+$1.4M)
Filed 2026-10-16
JIM Saulnier & Associates, LLC
INCREASED
Shares15,691 from 12,394
Change+3,297 (+27%)
Value$5.5M (+$1.3M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares15,601 from 15,603
Change-2 (0%)
Value$5.5M (+$123.4K)
Filed 2026-11-05
Soltis Investment Advisors LLC
NEW
Shares14,910
Change+14,910
Value$5.2M
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares14,896 from 14,960
Change-64 (0%)
Value$5.2M (+$96.3K)
Filed 2026-10-22
McAdam, LLC
DECREASED
Shares14,534 from 15,002
Change-468 (-3%)
Value$5.1M (-$45.6K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares14,291 from 13,160
Change+1,131 (+9%)
Value$5.1M (+$537.1K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares14,024 from 14,122
Change-98 (-1%)
Value$4.9M (+$77.6K)
Filed 2026-11-05
L.K. Benson & Company, P.C.
INCREASED
Shares13,536 from 12,599
Change+937 (+7%)
Value$4.8M (+$430.0K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares13,522 from 6,761
Change+6,761 (+100%)
Value$4.8M (+$2.4M)
Filed 2026-11-05
Simon Quick Advisors, LLC
DECREASED
Shares13,366 from 15,196
Change-1,830 (-12%)
Value$4.7M (-$523.2K)
Filed 2026-10-26
RCW Management, LLC
DECREASED
Shares13,249 from 13,354
Change-105 (-1%)
Value$4.7M (+$69.1K)
Filed 2026-10-30
Gainplan LLC
INCREASED
Shares13,198 from 13,071
Change+127 (+1%)
Value$4.6M (+$148.6K)
Filed 2026-10-09
SoundView Advisors Inc.
INCREASED
Shares13,010 from 12,994
Change+16 (+0%)
Value$4.6K (-$4.5M)
Filed 2026-11-04
Trust Co
DECREASED
Shares12,545 from 12,548
Change-3 (0%)
Value$4.4M (+$98.6K)
Filed 2026-10-09
Topel & Distasi Wealth Management, LLC
DECREASED
Shares12,508 from 12,693
Change-185 (-1%)
Value$4.4M (+$35.7K)
Filed 2026-11-05
Watershed Private Wealth LLC
DECREASED
Shares12,506 from 12,610
Change-104 (-1%)
Value$4.4M (+$63.5K)
Filed 2026-10-30
SigFig Wealth Management, LLC
DECREASED
Shares12,388 from 12,715
Change-327 (-3%)
Value$4.4M (+$20.1K)
Filed 2026-10-07
First Community Trust NA
INCREASED
Shares12,384 from 10,226
Change+2,158 (+21%)
Value$4.4M (+$840.5K)
Filed 2026-10-07
Royal Fund Management, LLC
INCREASED
Shares12,383 from 11,862
Change+521 (+4%)
Value$4.4M (+$277.6K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares12,310
Change+12,310
Value$4.3M
Filed 2026-11-03
Capital Squared Financial LLC
INCREASED
Shares12,134 from 11,929
Change+205 (+2%)
Value$4.3M (+$166.9K)
Filed 2026-10-30
SWP Financial LLC
DECREASED
Shares12,103 from 12,132
Change-29 (0%)
Value$4.3M (+$86.1K)
Filed 2026-10-23
Financial Insights, Inc.
DECREASED
Shares12,085 from 12,461
Change-376 (-3%)
Value$4.3M (-$33.4K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares12,070 from 12,072
Change-2 (0%)
Value$4.2M (+$95.4K)
Filed 2026-10-22
PCA Investment Advisory Services Inc.
DECREASED
Shares12,066 from 12,099
Change-33 (0%)
Value$4.2M (+$84.5K)
Filed 2026-10-13
Sapient Capital LLC
INCREASED
Shares11,813 from 11,809
Change+4 (+0%)
Value$4.2M (+$95.2K)
Filed 2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares11,662 from 11,662
Change0 (0%)
Value$4.1M (+$92.6K)
Filed 2026-10-23
FC Advisory LLC
INCREASED
Shares11,479 from 11,354
Change+125 (+1%)
Value$4.0M (+$134.1K)
Filed 2026-10-05
ARK & TLK Investments, LLC
DECREASED
Shares11,221 from 11,267
Change-46 (0%)
Value$3.9M (+$73.3K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares11,217 from 12,632
Change-1,415 (-11%)
Value$3.9M (-$397.6K)
Filed 2026-10-19
Evanson Financial, LLC
DECREASED
Shares11,148 from 15,082
Change-3,934 (-26%)
Value$3.9M (-$1.3M)
Filed 2026-10-23
Atticus Wealth Management, LLC
DECREASED
Shares11,087 from 11,729
Change-642 (-5%)
Value$3.9M (-$132.7K)
Filed 2026-10-20
Fortem Financial Group, LLC
DECREASED
Shares11,081 from 11,531
Change-450 (-4%)
Value$3.9M (-$66.8K)
Filed 2026-10-20
Sheets Smith Wealth Management
UNCHANGED
Shares11,019 from 11,019
Change0 (0%)
Value$3.9M (+$87.5K)
Filed 2026-10-16
Parsons Capital Management Inc
DECREASED
Shares10,919 from 11,296
Change-377 (-3%)
Value$3.8M (-$43.0K)
Filed 2026-10-28
Obermeyer Wealth Partners
INCREASED
Shares10,670 from 10,489
Change+181 (+2%)
Value$3.8M (+$147.0K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,190 from 10,151
Change+39 (+0%)
Value$3.6M (+$94.3K)
Filed 2026-11-03
Northstar Asset Management Co
DECREASED
Shares10,180 from 10,675
Change-495 (-5%)
Value$3.6M (+$355)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares10,091 from 10,071
Change+20 (+0%)
Value$3.6M (+$159.9K)
Filed 2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares9,950 from 9,714
Change+236 (+2%)
Value$3.5M (+$160.0K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares9,942 from 11,618
Change-1,676 (-14%)
Value$3.5K (-$4.0M)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares9,853 from 9,845
Change+8 (+0%)
Value$3.5M (+$81.0K)
Filed 2026-10-26
Financial Planning Fort Collins, LLC
DECREASED
Shares9,816 from 9,882
Change-66 (-1%)
Value$3.5M (+$31.1K)
Filed 2026-10-16
Flower City Capital
DECREASED
Shares9,815 from 9,884
Change-69 (-1%)
Value$3.5M (+$54.2K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares9,772 from 8,926
Change+846 (+9%)
Value$3.4M (+$331.2K)
Filed 2026-11-04
William Mack & Associates, Inc.
INCREASED
Shares9,734 from 9,732
Change+2 (+0%)
Value$3.4M (+$78.1K)
Filed 2026-10-27
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares9,710 from 9,311
Change+399 (+4%)
Value$3.4M (+$214.3K)
Filed 2026-10-13
Astra Wealth Partners LLC
DECREASED
Shares9,624 from 9,694
Change-70 (-1%)
Value$3.4M (+$52.3K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares9,412 from 9,300
Change+112 (+1%)
Value$3.3M (+$113.0K)
Filed 2026-10-28
Briggs Wealth Management, Inc
INCREASED
Shares9,272 from 2,090
Change+7,182 (+344%)
Value$3.3M (+$2.5M)
Filed 2026-10-26
Sculati Wealth Management, LLC
DECREASED
Shares9,131 from 9,220
Change-89 (-1%)
Value$3.3M (+$125.3K)
Filed 2026-10-19
Wiser Wealth Management, Inc
INCREASED
Shares9,095 from 9,083
Change+12 (+0%)
Value$3.2M (+$76.3K)
Filed 2026-10-14
McClarren Financial Advisors, Inc.
INCREASED
Shares9,011 from 9,003
Change+8 (+0%)
Value$3.2M (+$74.3K)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED
Shares8,942 from 8,812
Change+130 (+1%)
Value$3.1M (+$115.7K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares8,873 from 8,846
Change+27 (+0%)
Value$3.1M (+$79.7K)
Filed 2026-10-08
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$3.1M (+$69.6K)
Filed 2026-10-30
Charles Schwab Trust Co
UNCHANGED
Shares8,739 from 8,739
Change0 (0%)
Value$3.1M (+$69.4K)
Filed 2026-10-15
Partners in Financial Planning
INCREASED
Shares8,734 from 8,718
Change+16 (+0%)
Value$3.1M (+$74.9K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares8,639 from 8,840
Change-201 (-2%)
Value$3.0M (-$532)
Filed 2026-10-13
Blankinship & Foster, LLC
DECREASED
Shares8,547 from 8,574
Change-27 (0%)
Value$3.0M (+$58.4K)
Filed 2026-10-19
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares8,457 from 7,972
Change+485 (+6%)
Value$3.0M (+$593.2K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
DECREASED
Shares8,025 from 8,636
Change-611 (-7%)
Value$2.8M (-$146.4K)
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares7,814 from 7,418
Change+396 (+5%)
Value$2.7M (+$198.2K)
Filed 2026-11-04
Stone Summit Wealth LLC
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$2.7M (+$61.2K)
Filed 2026-10-14
Boston Trust Walden Corp
UNCHANGED
Shares7,645 from 7,645
Change0 (0%)
Value$2.7M (+$60.7K)
Filed 2026-10-30
Bluestem Financial Advisors, LLC
UNCHANGED
Shares7,590 from 7,590
Change0 (0%)
Value$2.7M (+$60.3K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares7,442 from 7,370
Change+72 (+1%)
Value$2.6M (+$83.9K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares7,417 from 7,025
Change+392 (+6%)
Value$2.6M (+$193.6K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares7,410 from 7,442
Change-32 (0%)
Value$2.6M (+$47.8K)
Filed 2026-10-26
Argos Wealth Advisors, LLC
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$2.6M (+$57.8K)
Filed 2026-11-02
Howard Wealth Management, LLC
DECREASED
Shares7,232 from 7,234
Change-2 (0%)
Value$2.5M (+$56.8K)
Filed 2026-10-28
Sage Mountain Advisors LLC
INCREASED
Shares7,196 from 7,194
Change+2 (+0%)
Value$2.5M (+$57.6K)
Filed 2026-11-02
Tabr Capital Management, LLC
INCREASED
Shares7,074 from 6,936
Change+138 (+2%)
Value$2.5M (+$103.5K)
Filed 2026-10-20
S.A. Mason LLC
INCREASED
Shares6,916 from 6,756
Change+160 (+2%)
Value$2.4M (+$109.9K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
DECREASED
Shares6,903 from 6,962
Change-59 (-1%)
Value$2.4M (+$34.6K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,801 from 6,442
Change+359 (+6%)
Value$2.4M (+$177.5K)
Filed 2026-10-27
Seamount Financial Group Inc
INCREASED
Shares6,790 from 6,789
Change+1 (+0%)
Value$2.4M (+$54.3K)
Filed 2026-10-21
Market Street Wealth Management Advisors LLC
DECREASED
Shares6,757 from 7,576
Change-819 (-11%)
Value$2.4M (-$228.0K)
Filed 2026-10-09
Scott & Selber, Inc.
INCREASED
Shares6,717 from 6,704
Change+13 (+0%)
Value$2.4M (+$57.8K)
Filed 2026-10-21
Great Point Wealth Advisors, LLC
DECREASED
Shares6,604 from 7,016
Change-412 (-6%)
Value$2.3M (-$89.3K)
Filed 2026-10-15
Balboa Wealth Partners
INCREASED
Shares6,596 from 5,490
Change+1,106 (+20%)
Value$2.3M (+$432.7K)
Filed 2026-10-20
Staley Capital Advisers Inc
INCREASED
Shares6,546 from 6,426
Change+120 (+2%)
Value$2.3M (+$93.3K)
Filed 2026-11-06
FSM Wealth Advisors, LLC
INCREASED
Shares6,520 from 6,505
Change+15 (+0%)
Value$2.3M (+$91.2K)
Filed 2026-10-27
Legacy Advisors, LLC
UNCHANGED
Shares6,503 from 6,503
Change0 (0%)
Value$2.3M (+$51.6K)
Filed 2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares6,490 from 10,528
Change-4,038 (-38%)
Value$2.3M (-$1.3M)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares6,471 from 6,458
Change+13 (+0%)
Value$2.3M (+$55.7K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares6,429 from 6,247
Change+182 (+3%)
Value$2.3M (+$113.8K)
Filed 2026-10-14
Legacy Private Trust Co.
DECREASED
Shares6,264 from 6,274
Change-10 (0%)
Value$2.2M (+$46.3K)
Filed 2026-10-06
Davidson Trust Co
UNCHANGED
Shares6,256 from 6,256
Change0 (0%)
Value$2.2M (+$49.7K)
Filed 2026-10-09
Mustard Seed Financial, LLC
INCREASED
Shares6,185 from 6,155
Change+30 (+0%)
Value$2.2M (+$59.3K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares6,087 from 6,269
Change-182 (-3%)
Value$2.2M (+$4.4K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED
Shares6,025 from 6,025
Change0 (0%)
Value$2.1M (+$48.0K)
Filed 2026-10-09
Asempa Wealth Advisors
INCREASED
Shares5,949 from 5,921
Change+28 (+0%)
Value$2.1M (+$60.0K)
Filed 2026-10-07
UMB Bank, n.a.
DECREASED
Shares5,926 from 6,009
Change-83 (-1%)
Value$2.1M (+$18.5K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares5,910 from 2,537
Change+3,373 (+133%)
Value$2.1M (+$1.2M)
Filed 2026-10-23
DBK Financial Counsel, LLC
UNCHANGED
Shares5,908 from 5,908
Change0 (0%)
Value$2.1M (+$46.9K)
Filed 2026-10-13
Orser Capital Management, LLC
DECREASED
Shares5,818 from 5,820
Change-2 (0%)
Value$2.0M (+$45.5K)
Filed 2026-10-13
Mystic Asset Management, Inc.
DECREASED
Shares5,797 from 5,869
Change-72 (-1%)
Value$2.0M (+$21.3K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares5,780 from 5,779
Change+1 (+0%)
Value$2.0M (+$46.6K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares5,766 from 6,061
Change-295 (-5%)
Value$2.0M (-$55.4K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$2.0M (+$45.7K)
Filed 2026-10-16
General Partner, Inc.
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$2.0M (+$45.3K)
Filed 2026-10-05
Secure Asset Management, LLC
INCREASED
Shares5,696 from 5,680
Change+16 (+0%)
Value$2.0M (+$50.8K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
DECREASED
Shares5,659 from 5,909
Change-250 (-4%)
Value$2.0M (-$41.7K)
Filed 2026-10-23
Waldron Private Wealth LLC
DECREASED
Shares5,624 from 5,632
Change-8 (0%)
Value$2.0M (+$41.9K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,616 from 5,458
Change+158 (+3%)
Value$2.0M (+$113.6K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares5,592 from 3,704
Change+1,888 (+51%)
Value$2.0M (+$731.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,592 from 3,704
Change+1,888 (+51%)
Value$2.0M (+$731.2K)
Filed 2026-10-20
Moneywise, Inc.
DECREASED
Shares5,583 from 44,629
Change-39,046 (-87%)
Value$2.0M (-$13.4M)
Filed 2026-10-30
Capital Management Associates, Inc
UNCHANGED
Shares5,581 from 5,581
Change0 (0%)
Value$2.0M (+$44.3K)
Filed 2026-10-20
Greenleaf Trust
INCREASED
Shares5,553 from 5,091
Change+462 (+9%)
Value$2.0M (+$203.0K)
Filed 2026-10-29
Maseco LLP
DECREASED
Shares5,547 from 5,564
Change-17 (0%)
Value$2.0M (+$38.2K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares5,467 from 5,328
Change+139 (+3%)
Value$1.9M (+$91.2K)
Filed 2026-10-26
Dahring | Cusmano LLC
DECREASED
Shares5,458 from 10,452
Change-4,994 (-48%)
Value$1.9M (-$1.7M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares5,454 from 5,611
Change-157 (-3%)
Value$1.9M (+$4.0K)
Filed 2026-10-27
Rebalance, LLC
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$1.9M (+$43.3K)
Filed 2026-10-22
Forum Financial Management, LP
UNCHANGED
Shares5,417 from 5,417
Change0 (0%)
Value$1.9M (+$43.0K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares5,409 from 5,515
Change-106 (-2%)
Value$1.9M (+$53.6K)
Filed 2026-10-19
True North Advisors, LLC
INCREASED
Shares5,399 from 2,029
Change+3,370 (+166%)
Value$1.9M (+$1.2M)
Filed 2026-10-22
Private Management Group Inc
DECREASED
Shares5,396 from 5,421
Change-25 (0%)
Value$1.9M (+$34.2K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares5,384 from 4,911
Change+473 (+10%)
Value$1.9M (+$205.7K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares5,369 from 5,222
Change+147 (+3%)
Value$1.9M (+$93.3K)
Filed 2026-10-21
Olistico Wealth, LLC
INCREASED
Shares5,349 from 5,348
Change+1 (+0%)
Value$1.9M (+$43.0K)
Filed 2026-10-05
Versant Capital Management, Inc
DECREASED
Shares5,295 from 5,777
Change-482 (-8%)
Value$1.9M (-$123.7K)
Filed 2026-10-02
Midwest Trust Co
INCREASED
Shares5,294 from 4,682
Change+612 (+13%)
Value$1.9M (+$252.5K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares5,217 from 5,273
Change-56 (-1%)
Value$1.8M (+$22.0K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares5,209 from 3,757
Change+1,452 (+39%)
Value$1.8M (+$540.9K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares5,104 from 2,552
Change+2,552 (+100%)
Value$1.8M (+$918.2K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,097 from 5,092
Change+5 (+0%)
Value$1.8M (+$42.2K)
Filed 2026-10-08
Sloy Dahl & Holst, LLC
DECREASED
Shares5,067 from 5,171
Change-104 (-2%)
Value$1.8M (+$4.9K)
Filed 2026-10-14
Annex Advisory Services, LLC
INCREASED
Shares5,015 from 4,918
Change+97 (+2%)
Value$1.8M (+$73.2K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares4,993 from 4,987
Change+6 (+0%)
Value$1.8M (+$41.5K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
DECREASED
Shares4,965 from 5,017
Change-52 (-1%)
Value$1.7M (+$21.5K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares4,952 from 4,949
Change+3 (+0%)
Value$1.7M (+$40.3K)
Filed 2026-11-03
Calder Financial LLC
DECREASED
Shares4,886 from 4,896
Change-10 (0%)
Value$1.7M (+$35.5K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares4,874 from 4,862
Change+12 (+0%)
Value$1.7M (+$42.9K)
Filed 2026-10-14
Eagle Strategies LLC
INCREASED
Shares4,859 from 4,816
Change+43 (+1%)
Value$1.7M (+$53.4K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares4,852 from 4,921
Change-69 (-1%)
Value$1.7M (+$14.8K)
Filed 2026-10-28
Manuka Financial, LLC
UNCHANGED
Shares4,837 from 4,837
Change0 (0%)
Value$1.7M (+$34.4K)
Filed 2026-10-16
Tsfg, LLC
UNCHANGED
Shares4,828 from 4,828
Change0 (0%)
Value$1.7K (-$1.7M)
Filed 2026-10-23
Gill Capital Partners, LLC
UNCHANGED
Shares4,765 from 4,765
Change0 (0%)
Value$1.7M (+$37.8K)
Filed 2026-10-13
Catalyst Financial Partners LLC
INCREASED
Shares4,719 from 1,470
Change+3,249 (+221%)
Value$1.7M (+$1.2M)
Filed 2026-11-06
EnRich Financial Partners LLC
DECREASED
Shares4,712 from 4,757
Change-45 (-1%)
Value$1.7M (+$21.7K)
Filed 2026-10-21
Pathway Financial Advisors LLC
UNCHANGED
Shares4,651 from 4,651
Change0 (0%)
Value$1.6M (+$41.3K)
Filed 2026-10-07
Capital Investment Advisors, LLC
DECREASED
Shares4,641 from 5,829
Change-1,188 (-20%)
Value$1.6M (-$371.8K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares4,641 from 4,641
Change0 (0%)
Value$1.6M (+$36.9K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares4,638 from 4,637
Change+1 (+0%)
Value$1.6M (+$37.0K)
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares4,613 from 4,613
Change0 (0%)
Value$1.6M (+$36.6K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$1.6M (+$36.5K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$1.6M (+$36.4K)
Filed 2026-10-29
CWA Asset Management Group, LLC
DECREASED
Shares4,572 from 4,803
Change-231 (-5%)
Value$1.6M (-$43.1K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares4,548 from 4,481
Change+67 (+2%)
Value$1.6M (+$59.2K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares4,538 from 4,538
Change0 (0%)
Value$1.6M (+$36.0K)
Filed 2026-10-30
GenTrust, LLC
UNCHANGED
Shares4,532 from 4,532
Change0 (0%)
Value$1.6M (+$36.0K)
Filed 2026-11-06
Barrett & Company, Inc.
NEW
Shares4,525
Change+4,525
Value$364.2K
Filed 2026-10-22
Lloyd Advisory Services, Llc.
INCREASED
Shares4,466 from 331
Change+4,135 (+1249%)
Value$1.6M (+$1.5M)
Filed 2026-11-02
MontVue Capital Management, Inc.
UNCHANGED
Shares4,407 from 4,407
Change0 (0%)
Value$1.6M (+$35.0K)
Filed 2026-10-19
Appleton Partners Inc
UNCHANGED
Shares4,403 from 4,403
Change0 (0%)
Value$1.5K (-$1.5M)
Filed 2026-10-30
Anchor Capital Advisors LLC
UNCHANGED
Shares4,361 from 4,361
Change0 (0%)
Value$1.5M (+$34.6K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED
Shares4,348 from 4,348
Change0 (0%)
Value$1.5M (+$11.3K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares4,340 from 4,514
Change-174 (-4%)
Value$1.5M (-$25.5K)
Filed 2026-10-22
Bernardo Wealth Planning LLC
INCREASED
Shares4,320 from 2,160
Change+2,160 (+100%)
Value$1.5M (+$777.1K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,310 from 2,589
Change+1,721 (+66%)
Value$1.5M (+$626.1K)
Filed 2026-10-16
Merited Wealth, LLC
INCREASED
Shares4,287 from 3,947
Change+340 (+9%)
Value$1.5M (+$151.0K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares4,281 from 4,282
Change-1 (0%)
Value$1.5K (-$1.5M)
Filed 2026-10-22
Ted Buchan & Co
DECREASED
Shares4,203 from 4,349
Change-146 (-3%)
Value$1.5M (-$16.8K)
Filed 2026-10-23
West Wealth Group, LLC
NEW
Shares4,185
Change+4,185
Value$1.5M
Filed 2026-10-14
Berkshire Money Management, Inc.
NEW
Shares4,161
Change+4,161
Value$1.5M
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares3,999 from 4,019
Change-20 (0%)
Value$1.4M (+$25.1K)
Filed 2026-10-23
LEE Danner & Bass Inc
DECREASED
Shares3,985 from 3,993
Change-8 (0%)
Value$1.4M (+$28.9K)
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$1.4M (+$31.0K)
Filed 2026-11-05
Vista Capital Partners, Inc.
DECREASED
Shares3,883 from 3,954
Change-71 (-2%)
Value$1.4M (+$6.4K)
Filed 2026-11-06
David J Yvars Group
INCREASED
Shares3,845 from 3,844
Change+1 (+0%)
Value$1.4M (+$31.2K)
Filed 2026-10-09
Fiduciary Advisors, Inc.
DECREASED
Shares3,807 from 3,958
Change-151 (-4%)
Value$1.3M (-$21.5K)
Filed 2026-10-16
Seven Post Investment Office LP
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$1.3M (+$30.2K)
Filed 2026-10-26
Tenzing Financial LLC
UNCHANGED
Shares3,771 from 3,771
Change0 (0%)
Value$1.3M (+$27.4K)
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares3,754 from 3,744
Change+10 (+0%)
Value$1.3M (+$33.1K)
Filed 2026-10-14
Madrid Wealth Management, LLC
UNCHANGED
Shares3,717 from 3,717
Change0 (0%)
Value$1.3M (+$29.5K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares3,703 from 1,233
Change+2,470 (+200%)
Value$1.3M (+$881.3K)
Filed 2026-11-03
Entrewealth, LLC
UNCHANGED
Shares3,694 from 3,694
Change0 (0%)
Value$1.3M (-$7.3K)
Filed 2026-10-14
Abacus Planning Group, Inc.
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$1.3M (+$29.1K)
Filed 2026-11-02
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares3,637 from 3,628
Change+9 (+0%)
Value$1.3M (+$32.0K)
Filed 2026-11-03
Life Planning Partners, Inc
DECREASED
Shares3,565 from 3,929
Change-364 (-9%)
Value$1.3M (-$96.9K)
Filed 2026-10-28
Lutz Financial Services LLC
DECREASED
Shares3,544 from 3,628
Change-84 (-2%)
Value$1.2M (-$750)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares3,529 from 4,147
Change-618 (-15%)
Value$1.2M (-$184.0K)
Filed 2026-11-02
Tranquility Partners, LLC
DECREASED
Shares3,523 from 3,553
Change-30 (-1%)
Value$1.2M (+$17.9K)
Filed 2026-10-20
Stevens Capital Partners
DECREASED
Shares3,507 from 3,534
Change-27 (-1%)
Value$1.2M (+$18.5K)
Filed 2026-10-29
High Net Worth Advisory Group LLC
INCREASED
Shares3,504 from 3,501
Change+3 (+0%)
Value$1.2M (+$28.6K)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
UNCHANGED
Shares3,501 from 3,501
Change0 (0%)
Value$1.2M (+$27.8K)
Filed 2026-10-14
Aspen Investment Management Inc
INCREASED
Shares3,497 from 3,493
Change+4 (+0%)
Value$1.2K (+$30)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares3,466 from 3,466
Change0 (0%)
Value$1.2M (+$27.5K)
Filed 2026-10-19
Fairman Group, LLC
DECREASED
Shares3,445 from 6,555
Change-3,110 (-47%)
Value$1.2M (-$1.0M)
Filed 2026-10-26
Morton Capital Management LLC
UNCHANGED
Shares3,445 from 3,445
Change0 (0%)
Value$1.2M (+$27.4K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares3,435 from 3,435
Change0 (0%)
Value$1.2M (+$27.3K)
Filed 2026-10-26
Cypress Wealth Services, LLC
DECREASED
Shares3,427 from 3,479
Change-52 (-1%)
Value$1.2M (+$35.9K)
Filed 2026-10-21
Interchange Capital Partners, LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$1.2M (+$27.2K)
Filed 2026-10-28
KW Wealth Management LLC
NEW
Shares3,402
Change+3,402
Value$1.2M
Filed 2026-10-28
Meridian Wealth Management, LLC
UNCHANGED
Shares3,335 from 3,335
Change0 (0%)
Value$1.2M (+$26.7K)
Filed 2026-11-05
Essex Bank
INCREASED
Shares3,332 from 3,160
Change+172 (+5%)
Value$1.2M (+$85.6K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares3,326 from 3,396
Change-70 (-2%)
Value$1.2M (+$2.3K)
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$1.2M (+$26.2K)
Filed 2026-10-30
WealthTrust Asset Management, LLC
DECREASED
Shares3,300 from 3,340
Change-40 (-1%)
Value$1.2M (+$12.4K)
Filed 2026-10-22
Journey Beyond Wealth, LLC
INCREASED
Shares3,292 from 3,291
Change+1 (+0%)
Value$1.2M (+$26.4K)
Filed 2026-11-04
RHS Financial, LLC
INCREASED
Shares3,255 from 3,161
Change+94 (+3%)
Value$1.1M (+$58.3K)
Filed 2026-10-13
Pachira Investments Inc.
DECREASED
Shares3,243 from 4,031
Change-788 (-20%)
Value$1.1M (-$245.3K)
Filed 2026-10-14
Golden Bell Financial Planning LLC
INCREASED
Shares3,196 from 3,195
Change+1 (+0%)
Value$1.1M (+$25.5K)
Filed 2026-11-02
Primoris Wealth Advisors, LLC
UNCHANGED
Shares3,153 from 3,153
Change0 (0%)
Value$1.1M (+$25.0K)
Filed 2026-10-28
Silverlake Wealth Management LLC
DECREASED
Shares3,120 from 3,825
Change-705 (-18%)
Value$1.1M (-$217.6K)
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares3,103 from 2,966
Change+137 (+5%)
Value$1.1M (+$71.9K)
Filed 2026-10-26
Atwater Malick LLC
UNCHANGED
Shares3,098 from 3,098
Change0 (0%)
Value$1.1M (+$24.6K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$1.1M (+$24.6K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares3,079 from 2,931
Change+148 (+5%)
Value$1.1M (+$75.2K)
Filed 2026-10-14
Rodgers & Associates, LTD
UNCHANGED
Shares3,067 from 3,067
Change0 (0%)
Value$1.1M (+$24.4K)
Filed 2026-10-20
Evergreen Capital Management LLC
DECREASED
Shares3,043 from 3,297
Change-254 (-8%)
Value$1.1M (-$63.2K)
Filed 2026-10-23
Jacobi Capital Management LLC
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$1.1M (+$23.9K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$1.1M (+$32.6K)
Filed 2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,989 from 2,791
Change+198 (+7%)
Value$1.1M (+$91.8K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares2,978 from 3,125
Change-147 (-5%)
Value$1.0M (-$26.8K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares2,958 from 2,946
Change+12 (+0%)
Value$1.0M (+$27.6K)
Filed 2026-10-05
Grandfield & Dodd, LLC
DECREASED
Shares2,955 from 5,630
Change-2,675 (-48%)
Value$1.0M (-$896.5K)
Filed 2026-10-29
Fisher Asset Management, LLC
INCREASED
Shares2,943 from 918
Change+2,025 (+221%)
Value$1.0M (+$719.9K)
Filed 2026-11-06
Breakwater Investment Management
DECREASED
Shares2,939 from 3,220
Change-281 (-9%)
Value$1.0M (-$73.5K)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares2,922 from 2,920
Change+2 (+0%)
Value$1.0M (+$23.8K)
Filed 2026-10-20
Trust Co of Vermont
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$1.0M (+$23.2K)
Filed 2026-10-21
GEN Financial Management, Inc.
UNCHANGED
Shares2,904 from 2,904
Change0 (0%)
Value$1.0M (+$23.1K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares2,876 from 2,878
Change-2 (0%)
Value$1.0M (+$22.1K)
Filed 2026-10-09
Old Mission Investment Co LLC
DECREASED
Shares2,868 from 2,880
Change-12 (0%)
Value$1.0M (+$18.6K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
DECREASED
Shares2,857 from 3,447
Change-590 (-17%)
Value$1.0M (-$180.2K)
Filed 2026-11-02
Clarity Capital Advisors, LLC
INCREASED
Shares2,852 from 2,844
Change+8 (+0%)
Value$1.0M (+$25.1K)
Filed 2026-10-27
Equity Wealth Partners, LLC
INCREASED
Shares2,840 from 2,606
Change+234 (+9%)
Value$999.4K (+$103.0K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares2,834 from 2,775
Change+59 (+2%)
Value$997.2K (+$43.0K)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares2,813 from 2,037
Change+776 (+38%)
Value$989.8K (+$289.2K)
Filed 2026-11-03
Values Added Financial LLC
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$985.5K (+$22.2K)
Filed 2026-10-28
RCS Financial Planning, LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$978.5K (+$22.1K)
Filed 2026-10-14
Opus Capital Group, LLC
UNCHANGED
Shares2,764 from 2,764
Change0 (0%)
Value$973 (-$950.0K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares2,757 from 2,789
Change-32 (-1%)
Value$970.2K (+$10.9K)
Filed 2026-10-13
Root Financial Partners, LLC
DECREASED
Shares2,735 from 3,008
Change-273 (-9%)
Value$962.2K (-$72.2K)
Filed 2026-10-21
CGC Financial Services, LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$960.9K (+$21.7K)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED
Shares2,705 from 2,850
Change-145 (-5%)
Value$951.7K (-$28.4K)
Filed 2026-10-23
Compass Ion Advisors, LLC
INCREASED
Shares2,695 from 2,659
Change+36 (+1%)
Value$948.2K (+$33.8K)
Filed 2026-10-23
Bailard, Inc.
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$931.7K (+$21.0K)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares2,638 from 2,628
Change+10 (+0%)
Value$928.2K (+$24.4K)
Filed 2026-10-15
City State Bank
DECREASED
Shares2,630 from 2,728
Change-98 (-4%)
Value$925.4K (-$12.8K)
Filed 2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$918.5K (+$20.7K)
Filed 2026-10-27
Grandview Asset Management LLC
DECREASED
Shares2,608 from 3,264
Change-656 (-20%)
Value$917.8K (-$204.7K)
Filed 2026-10-19
Apollon Financial, LLC
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$901.8K (+$20.4K)
Filed 2026-10-23
Arista Wealth Management, LLC
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$895.8K (+$20.2K)
Filed 2026-10-29
Clearview Wealth Management LLC
UNCHANGED
Shares2,519 from 2,519
Change0 (0%)
Value$903.8K (+$37.5K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares2,511 from 2,538
Change-27 (-1%)
Value$883.6K (+$10.9K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,502 from 2,474
Change+28 (+1%)
Value$880.2K (+$29.4K)
Filed 2026-10-13
Sovran Advisors, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$881.5K (+$34.8K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares2,456 from 2,556
Change-100 (-4%)
Value$864.3K (-$14.9K)
Filed 2026-10-22
Lpwm LLC
DECREASED
Shares2,454 from 2,476
Change-22 (-1%)
Value$863.4K (+$11.9K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares2,450 from 2,011
Change+439 (+22%)
Value$862.1K (+$170.4K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,437 from 2,968
Change-531 (-18%)
Value$857.5K (-$163.2K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares2,433 from 2,474
Change-41 (-2%)
Value$856.0K (+$5.0K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,431 from 2,846
Change-415 (-15%)
Value$855.3K (-$123.4K)
Filed 2026-10-07
Define Financial, LLC
INCREASED
Shares2,421 from 2,415
Change+6 (+0%)
Value$851.9K (+$21.3K)
Filed 2026-10-14
XY Planning Network, Inc.
DECREASED
Shares2,418 from 2,421
Change-3 (0%)
Value$850.8K (+$18.3K)
Filed 2026-10-14
Fullerton Advisors, LLC
INCREASED
Shares2,414 from 2,409
Change+5 (+0%)
Value$849.4K (+$20.8K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares2,410 from 2,459
Change-49 (-2%)
Value$848.0K (+$2.3K)
Filed 2026-10-21
Riversedge Advisors, LLC
DECREASED
Shares2,405 from 147,058
Change-144,653 (-98%)
Value$846.1K (-$49.7M)
Filed 2026-10-09
Foster Group, Inc.
DECREASED
Shares2,405 from 2,419
Change-14 (-1%)
Value$846.3K (+$14.3K)
Filed 2026-10-13
MBM Wealth Consultants, LLC
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$842.7K (+$19.0K)
Filed 2026-10-20
Bay Capital Advisors, LLC
INCREASED
Shares2,358 from 2,356
Change+2 (+0%)
Value$829.5K (+$19.3K)
Filed 2026-10-16
United Asset Strategies, Inc.
DECREASED
Shares2,356 from 2,373
Change-17 (-1%)
Value$828.9K (+$12.6K)
Filed 2026-10-28
Gateway Investment Advisers LLC
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$829.0K (+$18.7K)
Filed 2026-10-13
Rockland Trust Co
NEW
Shares2,355
Change+2,355
Value$828.6K
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,350 from 2,346
Change+4 (+0%)
Value$826.9K (+$20.3K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares2,349 from 3,559
Change-1,210 (-34%)
Value$826.6K (-$415.0K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares2,325 from 2,351
Change-26 (-1%)
Value$818.1K (+$10.6K)
Filed 2026-10-29
Hardy Reed LLC
DECREASED
Shares2,306 from 2,323
Change-17 (-1%)
Value$811.4K (+$12.5K)
Filed 2026-11-06
Beacon Financial Strategies Corp
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$805.4K (+$18.2K)
Filed 2026-10-14
Essex LLC
DECREASED
Shares2,281 from 2,635
Change-354 (-13%)
Value$802.6K (-$103.6K)
Filed 2026-10-14
Keystone Wealth Services, LLC
INCREASED
Shares2,280 from 2,220
Change+60 (+3%)
Value$803.2K (+$39.8K)
Filed 2026-11-03
Old National Bancorp
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$802.2K (+$18.1K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares2,252 from 1,677
Change+575 (+34%)
Value$792.5K (+$215.8K)
Filed 2026-11-03
Associated Banc-Corp
INCREASED
Shares2,244 from 625
Change+1,619 (+259%)
Value$789.6K (+$574.6K)
Filed 2026-10-30
AWM Capital, LLC
DECREASED
Shares2,224 from 2,296
Change-72 (-3%)
Value$782.5K (-$7.1K)
Filed 2026-10-16
BetterWealth, LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$776.8K (+$17.5K)
Filed 2026-10-15
Amicus Financial Advisors, LLC
DECREASED
Shares2,197 from 2,364
Change-167 (-7%)
Value$773.1K (-$40.0K)
Filed 2026-11-03
Norden Group LLC
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$768.1K (+$17.3K)
Filed 2026-10-20
71 West Capital Partners
DECREASED
Shares2,180 from 2,295
Change-115 (-5%)
Value$767.0K (-$22.2K)
Filed 2026-11-04
FF Advisors,LLC
DECREASED
Shares2,169 from 2,471
Change-302 (-12%)
Value$763.2K (-$86.6K)
Filed 2026-10-21
Ariadne Wealth Management, LP
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$759.3K (+$17.1K)
Filed 2026-11-06
Cypress Capital Group
INCREASED
Shares2,155 from 1,979
Change+176 (+9%)
Value$758.2K (+$77.6K)
Filed 2026-11-03
Western Financial Corp
UNCHANGED
Shares2,146 from 2,146
Change0 (0%)
Value$755.1K (+$17.0K)
Filed 2026-10-14
New England Private Wealth Advisors LLC
INCREASED
Shares2,139 from 1,893
Change+246 (+13%)
Value$752.7K (+$107.7K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
INCREASED
Shares2,134 from 2,119
Change+15 (+1%)
Value$751.0K (+$22.0K)
Filed 2026-10-15
Darden Wealth Group Inc
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$746.3K (+$16.8K)
Filed 2026-11-06
Rinkey Investments
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$742.4K (+$16.8K)
Filed 2026-10-28
Winthrop Advisory Group LLC
DECREASED
Shares2,094 from 2,194
Change-100 (-5%)
Value$736.9K (-$17.6K)
Filed 2026-10-22
Rezny Wealth Management, Inc.
DECREASED
Shares2,087 from 2,119
Change-32 (-2%)
Value$734.3K (+$5.6K)
Filed 2026-10-15
CPC Advisors, LLC
NEW
Shares2,079
Change+2,079
Value$731.5K
Filed 2026-10-21
Portland Financial Advisors Inc
INCREASED
Shares2,071 from 1,969
Change+102 (+5%)
Value$728.7K (+$51.5K)
Filed 2026-10-26
Ballast Financial Advisors LLC
INCREASED
Shares2,060 from 1,961
Change+99 (+5%)
Value$724.9K (+$50.5K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED
Shares2,058 from 2,057
Change+1 (+0%)
Value$724.0K (+$16.6K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares2,046 from 2,624
Change-578 (-22%)
Value$719.8K (-$182.7K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares2,044 from 1,081
Change+963 (+89%)
Value$719.3K (+$347.6K)
Filed 2026-10-13
Envision Financial LLC
INCREASED
Shares2,003 from 2,002
Change+1 (+0%)
Value$704.9K (+$16.4K)
Filed 2026-10-15
Legacy Edge Advisors, LLC
DECREASED
Shares1,974 from 1,975
Change-1 (0%)
Value$694.6K (+$15.3K)
Filed 2026-11-06
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$686.1K (+$15.5K)
Filed 2026-11-04
Bensler, LLC
DECREASED
Shares1,948 from 1,958
Change-10 (-1%)
Value$685.4K (+$12.0K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares1,942 from 1,940
Change+2 (+0%)
Value$683.4K (+$16.4K)
Filed 2026-11-05
Advantage Trust Co
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$679.1K (+$15.3K)
Filed 2026-10-19
SMI Advisory Services, LLC
INCREASED
Shares1,919 from 1,918
Change+1 (+0%)
Value$689.3K (+$25.5K)
Filed 2026-10-13
Slow Capital, Inc.
DECREASED
Shares1,902 from 1,936
Change-34 (-2%)
Value$669.2K (+$3.5K)
Filed 2026-10-23
Certuity, LLC
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$667.5K (+$15.1K)
Filed 2026-11-02
Burk Holdings LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$660.4K (+$14.9K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares1,855 from 1,340
Change+515 (+38%)
Value$652.7K (+$191.8K)
Filed 2026-11-02
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$648.7K (+$14.6K)
Filed 2026-11-04
IFG Advisors, LLC
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$642.5K (+$14.5K)
Filed 2026-10-15
PUREfi Wealth, LLC
UNCHANGED
Shares1,807 from 1,807
Change0 (0%)
Value$635.8K (+$14.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,804 from 1,330
Change+474 (+36%)
Value$638 (-$271.5K)
Filed 2026-11-04
Evolution Advisers, Inc.
DECREASED
Shares1,803 from 1,816
Change-13 (-1%)
Value$639.9K (+$15.9K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares1,780 from 1,846
Change-66 (-4%)
Value$626.3K (-$8.6K)
Filed 2026-10-05
Aletheian Wealth Advisors LLC
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$623.1K (+$14.1K)
Filed 2026-10-08
CoreCap Advisors, LLC
DECREASED
Shares1,765 from 1,965
Change-200 (-10%)
Value$621.2K (-$54.4K)
Filed 2026-10-08
Junk Investment Group, LLC
DECREASED
Shares1,763 from 1,831
Change-68 (-4%)
Value$620.3K (-$9.2K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$620.3K (+$14.0K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
INCREASED
Shares1,753 from 1,396
Change+357 (+26%)
Value$616.8K (+$136.7K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares1,742 from 1,751
Change-9 (-1%)
Value$612.9K (+$10.7K)
Filed 2026-10-07
Diversified Trust Co
DECREASED
Shares1,723 from 3,289
Change-1,566 (-48%)
Value$606.2K (-$524.9K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$593.9K (+$13.4K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares1,677 from 1,676
Change+1 (+0%)
Value$590.1K (+$13.6K)
Filed 2026-10-19
Stenger Family Office, LLC
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$600.3K (+$24.9K)
Filed 2026-10-22
ETF Store, Inc.
DECREASED
Shares1,670 from 1,745
Change-75 (-4%)
Value$587.5K (-$12.5K)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,654 from 1,652
Change+2 (+0%)
Value$581.8K (+$13.7K)
Filed 2026-10-15
IFC & Insurance Marketing, Inc.
DECREASED
Shares1,613 from 1,647
Change-34 (-2%)
Value$567.6K (+$999)
Filed 2026-10-16
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,613 from 1,579
Change+34 (+2%)
Value$567.5K (+$24.5K)
Filed 2026-10-28
Mitchell Capital Management Co
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$561.2K (+$12.7K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares1,590 from 1,472
Change+118 (+8%)
Value$559.4K (+$53.2K)
Filed 2026-10-22
True Link Financial Advisors, LLC
DECREASED
Shares1,583 from 1,904
Change-321 (-17%)
Value$557.0K (-$97.8K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares1,579 from 1,579
Change0 (0%)
Value$542.9K ($0)
Filed 2026-10-26
M.E. Allison & Co., Inc.
INCREASED
Shares1,578 from 1,577
Change+1 (+0%)
Value$555.1K (+$12.7K)
Filed 2026-10-09
Highland Capital Management, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$548.9K (+$12.4K)
Filed 2026-10-26
Yoder Wealth Management, Inc.
DECREASED
Shares1,555 from 1,570
Change-15 (-1%)
Value$547.1K (+$7.2K)
Filed 2026-10-13
GreatBanc Trust Co
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$541.1K (+$12.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$540.7K (+$12.2K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
DECREASED
Shares1,535 from 1,779
Change-244 (-14%)
Value$540.0K (-$71.7K)
Filed 2026-10-21
First Financial Bank - Trust Division
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$538.0K (+$12.1K)
Filed 2026-10-01
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,495 from 1,211
Change+284 (+23%)
Value$526.2K (+$109.6K)
Filed 2026-10-29
Index Fund Advisors, Inc.
INCREASED
Shares1,495 from 1,494
Change+1 (+0%)
Value$525.9K (+$12.1K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares1,494 from 1,256
Change+238 (+19%)
Value$525.7K (+$93.7K)
Filed 2026-10-26
Legacy Financial Group, Inc.
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$525.3K (+$11.9K)
Filed 2026-10-21
Oak Harvest Investment Services
INCREASED
Shares1,485 from 1,481
Change+4 (+0%)
Value$522.5K (+$13.1K)
Filed 2026-10-20
Delta Financial Advisors LLC
INCREASED
Shares1,484 from 1,483
Change+1 (+0%)
Value$522.2K (+$12.3K)
Filed 2026-10-27
Stanley-Laman Group, Ltd.
UNCHANGED
Shares1,469 from 1,469
Change0 (0%)
Value$517.0K (+$11.7K)
Filed 2026-10-20
Woodward Financial Advisors, Inc.
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$515.5K (+$11.6K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
DECREASED
Shares1,452 from 1,461
Change-9 (-1%)
Value$511.0K (+$8.6K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares1,449 from 1,408
Change+41 (+3%)
Value$509.9K (+$25.5K)
Filed 2026-11-03
Hudson Oak Wealth Advisory LLC
INCREASED
Shares1,446 from 1,382
Change+64 (+5%)
Value$508.8K (+$33.5K)
Filed 2026-10-16
Beacon Wealthcare LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$508.4K (+$11.5K)
Filed 2026-10-02
Abacus Wealth Partners, LLC
DECREASED
Shares1,443 from 1,511
Change-68 (-4%)
Value$507.7K (-$11.9K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$507.0K (+$11.4K)
Filed 2026-10-22
Gradient Investments LLC
NEW
Shares1,436
Change+1,436
Value$505.3K
Filed 2026-10-08
Legacy Trust
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$499.5K (+$5.9K)
Filed 2026-11-06
Financial Futures Ltd Liability Co.
DECREASED
Shares1,425 from 1,439
Change-14 (-1%)
Value$501.3K (+$6.5K)
Filed 2026-10-13
Claro Advisors Inc.
DECREASED
Shares1,412 from 1,511
Change-99 (-7%)
Value$496.8K (-$22.8K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,409 from 1,406
Change+3 (+0%)
Value$495.6K (+$12.2K)
Filed 2026-10-29
Factor Wealth Management LTD
INCREASED
Shares1,404 from 1,250
Change+154 (+12%)
Value$494.2K (+$64.4K)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares1,395 from 1,394
Change+1 (+0%)
Value$490.7K (+$11.1K)
Filed 2026-10-09
My Personal CFO, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$489.3K (+$11.0K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares1,390 from 1,387
Change+3 (+0%)
Value$489.1K (+$12.2K)
Filed 2026-11-06
Acima Private Wealth, LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$485.6K (+$11.0K)
Filed 2026-10-05
Redwood Financial Network Corp
DECREASED
Shares1,363 from 1,418
Change-55 (-4%)
Value$479.6K (-$8.1K)
Filed 2026-11-03
Oak Asset Management, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$478.9K (+$10.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares1,347 from 1,329
Change+18 (+1%)
Value$473.8K (+$16.8K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares1,345
Change+1,345
Value$473.2K
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares1,330
Change+1,330
Value$468.0K
Filed 2026-10-16
Asset Dedication, LLC
INCREASED
Shares1,322 from 914
Change+408 (+45%)
Value$465.0K (+$150.8K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares1,318 from 1,347
Change-29 (-2%)
Value$463.7K (+$491)
Filed 2026-10-08
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,317 from 1,148
Change+169 (+15%)
Value$463.4K (+$68.5K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares1,313 from 1,082
Change+231 (+21%)
Value$462.0K (+$89.9K)
Filed 2026-10-22
Principle Wealth Partners LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$461.1K (+$10.5K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$459.9K (+$10.4K)
Filed 2026-10-20
Trust Co of the South
DECREASED
Shares1,298 from 1,482
Change-184 (-12%)
Value$456.7K (-$53.0K)
Filed 2026-10-21
Wellington Grp LLC
DECREASED
Shares1,296 from 1,434
Change-138 (-10%)
Value$456.0K (-$37.2K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares1,293 from 1,592
Change-299 (-19%)
Value$454.9K (-$92.7K)
Filed 2026-11-04
Wedgewood Investors Inc
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$452.8K (+$10.2K)
Filed 2026-10-28
Griffith & Werner, Inc.
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$450.0K (+$10.0K)
Filed 2026-11-04
Tanager Wealth Management LLP
INCREASED
Shares1,255 from 795
Change+460 (+58%)
Value$441.6K (+$168.2K)
Filed 2026-10-19
Greenwood Capital Associates LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$439.8K (+$9.9K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$438.4K (+$9.8K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$432.6K (+$9.8K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
DECREASED
Shares1,221 from 1,413
Change-192 (-14%)
Value$429.6K (-$56.3K)
Filed 2026-10-07
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$438.7K (+$19.8K)
Filed 2026-10-15
SkyOak Wealth, LLC
INCREASED
Shares1,217 from 1,203
Change+14 (+1%)
Value$428.2K (+$14.5K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,214 from 1,135
Change+79 (+7%)
Value$427.1K (+$36.8K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
DECREASED
Shares1,212 from 1,226
Change-14 (-1%)
Value$426.4K (+$4.8K)
Filed 2026-11-02
Global Wealth Strategies & Associates
NEW
Shares1,209
Change+1,209
Value$425.4K
Filed 2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,209 from 1,162
Change+47 (+4%)
Value$425.4K (+$25.8K)
Filed 2026-10-05
Ironsides Asset Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$422.2K (+$9.5K)
Filed 2026-10-20
Courage Miller Partners, LLC
DECREASED
Shares1,187 from 1,219
Change-32 (-3%)
Value$417.6K (-$1.6K)
Filed 2026-10-21
Detalus Advisors, LLC
INCREASED
Shares1,179 from 1,145
Change+34 (+3%)
Value$414.8K (+$21.1K)
Filed 2026-10-15
Carret Asset Management, LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$414.8K (+$9.4K)
Filed 2026-11-04
Stone Loft Wealth Management LLC
INCREASED
Shares1,171 from 1,168
Change+3 (+0%)
Value$411.9K (+$5.9K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$408.9K (+$9.2K)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
DECREASED
Shares1,154 from 1,276
Change-122 (-10%)
Value$406.1K (-$32.7K)
Filed 2026-10-08
Droms Strauss Advisors Inc
DECREASED
Shares1,150 from 1,642
Change-492 (-30%)
Value$404.6K (-$160.1K)
Filed 2026-11-03
Valmark Advisers, Inc.
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$401.5K (+$9.1K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
INCREASED
Shares1,140 from 1,139
Change+1 (+0%)
Value$401.0K (+$9.1K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares1,133 from 1,108
Change+25 (+2%)
Value$398.6K (+$17.6K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares1,127 from 1,039
Change+88 (+8%)
Value$396.6K (+$39.3K)
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$395.8K (+$8.9K)
Filed 2026-10-19
Magnus Financial Group LLC
NEW
Shares1,118
Change+1,118
Value$393.3K
Filed 2026-10-21
Newton One Investments LLC
DECREASED
Shares1,117 from 1,199
Change-82 (-7%)
Value$393.0K (-$19.3K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares1,102 from 898
Change+204 (+23%)
Value$387.9K (+$78.9K)
Filed 2026-10-19
Prosperity Planning, Inc.
DECREASED
Shares1,102 from 1,192
Change-90 (-8%)
Value$387.7K (-$22.2K)
Filed 2026-10-09
Crescent Sterling, Ltd.
DECREASED
Shares1,100 from 1,200
Change-100 (-8%)
Value$387.0K (-$25.7K)
Filed 2026-10-16
Altiora Financial Group, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$387.0K (+$8.7K)
Filed 2026-11-04
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$387.0K (+$8.7K)
Filed 2026-10-14
Creekside Partners
DECREASED
Shares1,089 from 1,200
Change-111 (-9%)
Value$383.2K (-$29.5K)
Filed 2026-11-04
Blvd Private Wealth, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$381.8K (+$8.6K)
Filed 2026-10-14
Town Capital LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$379.6K (+$8.6K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares1,078 from 1,101
Change-23 (-2%)
Value$379.3K (+$650)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$377.2K (+$8.5K)
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares1,067 from 1,267
Change-200 (-16%)
Value$375.4K (-$60.3K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares1,063 from 783
Change+280 (+36%)
Value$374.0K (+$104.7K)
Filed 2026-10-29
William Howard & Co Financial Advisors Inc
INCREASED
Shares1,059 from 1,057
Change+2 (+0%)
Value$372.8K (+$9.3K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares1,057 from 1,163
Change-106 (-9%)
Value$371.9K (-$28.1K)
Filed 2026-10-30
Polaris Financial Partners
NEW
Shares1,050
Change+1,050
Value$372
Filed 2026-10-02
Wealthcare Capital Management LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$369.4K (+$8.3K)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares1,049 from 866
Change+183 (+21%)
Value$369.1K (+$71.3K)
Filed 2026-10-22
Titleist Asset Management, LLC
DECREASED
Shares1,048 from 1,076
Change-28 (-3%)
Value$368.9K (-$1.3K)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares1,037 from 817
Change+220 (+27%)
Value$365 (-$280.6K)
Filed 2026-10-28
Next Level Private LLC
INCREASED
Shares1,034 from 1,031
Change+3 (+0%)
Value$363.8K (+$9.1K)
Filed 2026-10-20
Prospect Financial Group LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$362.2K (+$8.2K)
Filed 2026-11-05
Heritage Investors Management Corp
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$361 (-$352.6K)
Filed 2026-10-29
Calamos Wealth Management LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$360.3K (+$8.3K)
Filed 2026-11-02
Private Advisory Group LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$359.6K (+$8.1K)
Filed 2026-11-06
Allodium Investment Consultants, LLC
DECREASED
Shares1,018 from 1,071
Change-53 (-5%)
Value$358.2K (-$10.3K)
Filed 2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$357.1K (+$8.1K)
Filed 2026-10-14
Lazari Capital Management, Inc.
INCREASED
Shares1,014 from 1,011
Change+3 (+0%)
Value$356.7K (+$8.9K)
Filed 2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,012 from 1,010
Change+2 (+0%)
Value$356.1K (+$8.6K)
Filed 2026-10-16
Smith Salley Wealth Management
DECREASED
Shares1,004 from 1,090
Change-86 (-8%)
Value$353.4K (-$21.6K)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares1,000 from 3,547
Change-2,547 (-72%)
Value$351.9K (-$868.0K)
Filed 2026-10-28
Coquina Private Wealth LLC
DECREASED
Shares1,000 from 1,982
Change-982 (-50%)
Value$351.9K (-$329.8K)
Filed 2026-10-27
CMH Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$351.9K (+$7.9K)
Filed 2026-10-22
Great Lakes Advisors, LLC
INCREASED
Shares995 from 877
Change+118 (+13%)
Value$350.1K (+$48.5K)
Filed 2026-11-06
Riverwater Partners LLC
DECREASED
Shares986 from 997
Change-11 (-1%)
Value$346.9K (+$4.0K)
Filed 2026-11-03
TCP Asset Management, LLC
DECREASED
Shares984 from 1,045
Change-61 (-6%)
Value$349.3K (-$10.1K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$345.9K (+$7.8K)
Filed 2026-10-08
Willow Creek Wealth Management Inc.
DECREASED
Shares975 from 993
Change-18 (-2%)
Value$343.1K (+$1.6K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
NEW
Shares972
Change+972
Value$342.0K
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
NEW
Shares965
Change+965
Value$339.5K
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares963 from 975
Change-12 (-1%)
Value$338.7K (+$3.3K)
Filed 2026-11-03
Shayne & Jacobs, LLC
INCREASED
Shares960 from 724
Change+236 (+33%)
Value$337.8K (+$88.8K)
Filed 2026-10-21
Green Ridge Wealth Planning LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$337.8K (+$7.6K)
Filed 2026-10-08
TSA Wealth Managment LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$335.0K (+$7.6K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares949 from 806
Change+143 (+18%)
Value$333.9K (+$56.7K)
Filed 2026-10-16
Aerodigm Wealth, LLC
DECREASED
Shares945 from 1,019
Change-74 (-7%)
Value$332.5K (-$17.9K)
Filed 2026-10-16
Dynamic Financial Group
INCREASED
Shares945 from 943
Change+2 (+0%)
Value$332.4K (+$8.2K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$332.5K (+$7.5K)
Filed 2026-10-23
Guild Investment Management, Inc.
DECREASED
Shares944 from 1,044
Change-100 (-10%)
Value$332.1K (-$26.9K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
INCREASED
Shares943 from 769
Change+174 (+23%)
Value$331.9K (+$67.4K)
Filed 2026-10-07
Arbor Investment Advisors, LLC
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$330.4K (+$7.5K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares934 from 4,506
Change-3,572 (-79%)
Value$328.6K (-$1.2M)
Filed 2026-10-26
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$326.5K (+$7.4K)
Filed 2026-11-02
Elevated Financial Group LLC
DECREASED
Shares927 from 956
Change-29 (-3%)
Value$326.2K (-$2.6K)
Filed 2026-10-16
Mallini Complete Financial Planning LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$325.5K (+$7.3K)
Filed 2026-10-06
Occidental Asset Management, LLC
NEW
Shares924
Change+924
Value$325.1K
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares917 from 898
Change+19 (+2%)
Value$322.5K (+$13.8K)
Filed 2026-11-05
Global Assets Advisory, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$325.1K (+$11.8K)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$319.1K (+$7.2K)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares901 from 899
Change+2 (+0%)
Value$316.9K (+$7.7K)
Filed 2026-10-29
Csenge Advisory Group
DECREASED
Shares900 from 909
Change-9 (-1%)
Value$316.6K (+$4.0K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
NEW
Shares899
Change+899
Value$316.3K
Filed 2026-10-26
Clayton Financial Group LLC
INCREASED
Shares899 from 648
Change+251 (+39%)
Value$316.3K (+$93.5K)
Filed 2026-10-13
Briaud Financial Planning Inc
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$314.6K (+$7.1K)
Filed 2026-10-20
Successful Portfolios LLC
INCREASED
Shares886 from 885
Change+1 (+0%)
Value$316.9K (+$9.3K)
Filed 2026-10-09
Welch & Forbes LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$311.0K (+$7.0K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares881 from 855
Change+26 (+3%)
Value$310.0K (+$15.9K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
DECREASED
Shares881 from 891
Change-10 (-1%)
Value$310.0K (+$3.6K)
Filed 2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$308.0K (+$7.0K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$306.0K (+$7.3K)
Filed 2026-11-02
TL Private Wealth
INCREASED
Shares868 from 866
Change+2 (+0%)
Value$311.8K (+$13.5K)
Filed 2026-10-13
Sachem Hill LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$304.6K (+$6.9K)
Filed 2026-10-14
Triumph Capital Management
DECREASED
Shares865 from 1,095
Change-230 (-21%)
Value$304.2K (-$72.3K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$303.6K (+$6.9K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares860 from 864
Change-4 (0%)
Value$302.7K (+$5.5K)
Filed 2026-10-07
Haven Private, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$301.9K (+$6.8K)
Filed 2026-10-27
Compass Planning Associates Inc
INCREASED
Shares853 from 851
Change+2 (+0%)
Value$300.3K (+$7.5K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$300.3K (+$6.9K)
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$300.1K (+$6.8K)
Filed 2026-10-21
Cornerstone Management, Inc.
DECREASED
Shares851 from 1,184
Change-333 (-28%)
Value$299.4K (-$107.8K)
Filed 2026-10-16
Thayer Financial, L.L.C.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$299.7K (+$7.2K)
Filed 2026-10-21
United Advisor Group, LLC
DECREASED
Shares849 from 869
Change-20 (-2%)
Value$298.7K (-$137)
Filed 2026-11-03
Univest Financial Corp
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$296.6K (+$6.7K)
Filed 2026-11-05
SilverOak Wealth Management LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$296.3K (+$6.7K)
Filed 2026-10-29
Avion Wealth
INCREASED
Shares835 from 834
Change+1 (+0%)
Value$293 (-$285.7K)
Filed 2026-11-04
Noesis Capital Mangement Corp
DECREASED
Shares830 from 1,005
Change-175 (-17%)
Value$292.1K (-$53.6K)
Filed 2026-10-26
Independent Wealth Network Inc.
DECREASED
Shares830 from 958
Change-128 (-13%)
Value$291.9K (-$37.5K)
Filed 2026-10-19
25 LLC
DECREASED
Shares830 from 887
Change-57 (-6%)
Value$292.2K (-$13.0K)
Filed 2026-10-13
MY Wealth Management Inc.
DECREASED
Shares829 from 1,102
Change-273 (-25%)
Value$291.7K (-$87.3K)
Filed 2026-10-21
Aviance Capital Partners, LLC
INCREASED
Shares829 from 786
Change+43 (+5%)
Value$291.7K (+$21.4K)
Filed 2026-10-29
Cowa, LLC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$291.7K (+$6.6K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$289.9K (+$6.5K)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares823 from 1,003
Change-180 (-18%)
Value$289.6K (-$55.3K)
Filed 2026-10-20
Schaeffer Financial LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$286.4K (+$6.5K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares810 from 821
Change-11 (-1%)
Value$285.0K (+$2.6K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$285.0K (+$6.4K)
Filed 2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$283.2K (+$6.4K)
Filed 2026-10-29
Verum Partners LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$283.2K (+$6.4K)
Filed 2026-10-21
Duncker Streett & Co Inc
INCREASED
Shares800 from 794
Change+6 (+1%)
Value$281.5K (+$8.4K)
Filed 2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$281.5K (+$6.4K)
Filed 2026-10-27
Roxbury Financial LLC
DECREASED
Shares796 from 855
Change-59 (-7%)
Value$280.1K (-$13.9K)
Filed 2026-10-01
Portside Wealth Group, LLC
DECREASED
Shares792 from 5,336
Change-4,544 (-85%)
Value$278.7K (-$1.6M)
Filed 2026-10-20
First Merchants Corp
DECREASED
Shares789 from 839
Change-50 (-6%)
Value$277.6K (-$10.9K)
Filed 2026-10-15
AAF Wealth Management, LLC
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$277.7K (+$6.3K)
Filed 2026-10-28
Heritage Investment Group, Inc.
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$276.9K (+$6.2K)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$275.5K (+$6.2K)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares778 from 788
Change-10 (-1%)
Value$273.7K (+$2.7K)
Filed 2026-11-05
Goodman Advisory Group, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$273.4K (+$6.2K)
Filed 2026-11-02
Mycio Wealth Partners, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$273.4K (+$6.2K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares776 from 1,113
Change-337 (-30%)
Value$277.1K (-$108.4K)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares772 from 784
Change-12 (-2%)
Value$271.5K (+$2.0K)
Filed 2026-11-04
Triune Financial Partners, LLC
INCREASED
Shares763 from 761
Change+2 (+0%)
Value$268.6K (+$6.7K)
Filed 2026-11-03
Main Street Group, LTD
DECREASED
Shares761 from 779
Change-18 (-2%)
Value$267.8K (-$148)
Filed 2026-10-28
Salem Investment Counselors Inc
UNCHANGED
Shares761 from 761
Change0 (0%)
Value$267.8K (+$6.0K)
Filed 2026-10-13
Kanawha Capital Management LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$266.7K (+$6.0K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares757 from 755
Change+2 (+0%)
Value$266.2K (+$6.6K)
Filed 2026-11-04
Landmark Wealth Management, LLC
INCREASED
Shares757 from 756
Change+1 (+0%)
Value$266.4K (+$6.3K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$266.2K (+$6.0K)
Filed 2026-10-16
Klingman & Associates, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$264.9K (+$6.0K)
Filed 2026-10-20
Parisi Gray Wealth Management
INCREASED
Shares747 from 745
Change+2 (+0%)
Value$262.7K (+$6.6K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$261.4K (+$5.9K)
Filed 2026-10-13
Diversified Portfolios, Inc.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$260.7K (+$5.9K)
Filed 2026-11-04
First Citizens Bank & Trust Co
DECREASED
Shares739 from 765
Change-26 (-3%)
Value$260.0K (-$3.1K)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$259.7K (+$7.3K)
Filed 2026-11-02
Michels Family Financial, LLC
DECREASED
Shares736 from 768
Change-32 (-4%)
Value$259.1K (-$5.0K)
Filed 2026-11-02
Anson Capital, Inc.
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$257.6K (+$5.8K)
Filed 2026-10-23
Midwest Professional Planners, Ltd.
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$256.9K (+$5.8K)
Filed 2026-10-29
Allegheny Financial Group
NEW
Shares729
Change+729
Value$256.6K
Filed 2026-11-05
Investment Research Partners LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$255.8K (+$5.8K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$255.8K (+$5.8K)
Filed 2026-10-16
ACT Advisors, Llc.
INCREASED
Shares726 from 724
Change+2 (+0%)
Value$255.5K (+$6.4K)
Filed 2026-10-15
TTP Investments, Inc.
INCREASED
Shares726 from 724
Change+2 (+0%)
Value$255.3K (+$6.2K)
Filed 2026-10-30
Southern Financial Group, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$255.1K (+$5.8K)
Filed 2026-10-30
Acorn Wealth Advisors, LLC
INCREASED
Shares716 from 657
Change+59 (+9%)
Value$251.9K (+$25.9K)
Filed 2026-10-19
Sylvest Advisors, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$249.9K (+$5.6K)
Filed 2026-10-26
MBA Advisors LLC
DECREASED
Shares704 from 805
Change-101 (-13%)
Value$247.7K (-$29.1K)
Filed 2026-10-29
Braun-Bostich & Associates Inc.
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$247.7K (+$5.6K)
Filed 2026-10-20
Fonville Wealth Management LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$247.0K (+$5.6K)
Filed 2026-10-28
Carolina Wealth Management Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$246.3K (+$5.6K)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares697 from 653
Change+44 (+7%)
Value$245.3K (+$20.7K)
Filed 2026-10-13
Busey Bank
DECREASED
Shares696 from 772
Change-76 (-10%)
Value$244.9K (-$20.6K)
Filed 2026-10-26
Horizon Wealth Management, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$244.5K (+$5.5K)
Filed 2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
NEW
Shares694
Change+694
Value$244.2K
Filed 2026-10-29
Fragasso Financial Advisors Inc
INCREASED
Shares689 from 687
Change+2 (+0%)
Value$247.3K (+$11.1K)
Filed 2026-10-13
Byrne Asset Management LLC
DECREASED
Shares687 from 694
Change-7 (-1%)
Value$242.1K (+$3.4K)
Filed 2026-10-06
Prevail Innovative Wealth Advisors, LLC
NEW
Shares686
Change+686
Value$246.0K
Filed 2026-10-20
Bourgeon Capital Management LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$241.4K (+$5.4K)
Filed 2026-10-19
BNC Wealth Management, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$238.2K (+$5.4K)
Filed 2026-10-19
Golden State Wealth Management, LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$237.3K (+$5.4K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED
Shares672 from 683
Change-11 (-2%)
Value$236.4K (+$1.6K)
Filed 2026-11-04
Mission Financial Group, LLC
NEW
Shares669
Change+669
Value$235.4K
Filed 2026-10-21
Everhart Financial Group, Inc.
INCREASED
Shares668 from 666
Change+2 (+0%)
Value$235.1K (+$6.0K)
Filed 2026-10-08
DecisionPoint Financial, LLC
DECREASED
Shares667 from 719
Change-52 (-7%)
Value$235.1K (-$11.9K)
Filed 2026-10-27
SteelPeak Wealth, LLC
DECREASED
Shares666 from 1,293
Change-627 (-48%)
Value$234.2K (-$210.3K)
Filed 2026-10-16
WealthPLAN Partners, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$234.3K (+$5.3K)
Filed 2026-10-15
Solstein Capital, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$234.0K (+$5.3K)
Filed 2026-11-02
Rubicon Advisors, GP
INCREASED
Shares664 from 639
Change+25 (+4%)
Value$233.6K (+$13.9K)
Filed 2026-10-23
Level Four Advisory Services, LLC
DECREASED
Shares661 from 783
Change-122 (-16%)
Value$232.8K (-$36.7K)
Filed 2026-11-06
Accredited Investor Services, LLC
NEW
Shares653
Change+653
Value$229.8K
Filed 2026-10-22
Narus Financial Partners, LLC
DECREASED
Shares650 from 750
Change-100 (-13%)
Value$228.7K (-$29.2K)
Filed 2026-10-19
Howland Capital Management LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$228.7K (+$5.2K)
Filed 2026-10-22
Able Wealth Management LLC
NEW
Shares649
Change+649
Value$232.1K
Filed 2026-10-13
Woodmont Investment Counsel LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$227.6K (+$5.1K)
Filed 2026-10-29
Precedent Wealth Partners, LLC
NEW
Shares642
Change+642
Value$225.9K
Filed 2026-10-21
Meredith Wealth Planning
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$223.8K (+$5.1K)
Filed 2026-10-14
Telos Capital Management, Inc.
NEW
Shares634
Change+634
Value$223.1K
Filed 2026-11-02
Accredited Investors Inc.
DECREASED
Shares633 from 659
Change-26 (-4%)
Value$222.7K (-$3.9K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares631 from 1,031
Change-400 (-39%)
Value$222.0K (-$132.6K)
Filed 2026-10-16
Kingsman Wealth Management, Inc.
INCREASED
Shares631 from 630
Change+1 (+0%)
Value$222.2K (+$5.6K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
INCREASED
Shares630 from 585
Change+45 (+8%)
Value$221.8K (+$20.5K)
Filed 2026-10-13
Clark Asset Management, LLC
DECREASED
Shares630 from 671
Change-41 (-6%)
Value$221.7K (-$9.1K)
Filed 2026-10-19
Milestone Asset Management Group, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$221.6K (+$5.0K)
Filed 2026-10-20
Accurate Wealth Management, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$225.7K (+$7.0K)
Filed 2026-10-20
Innovative Wealth Building LLC
DECREASED
Shares626 from 1,108
Change-482 (-43%)
Value$220.1K (-$161.0K)
Filed 2026-10-14
Dutch Asset Corp
INCREASED
Shares625 from 600
Change+25 (+4%)
Value$219.9K (+$13.6K)
Filed 2026-10-20
Strategic Wealth Investment Group, LLC
NEW
Shares621
Change+621
Value$218.5K
Filed 2026-10-29
Whitegate Investment Counselors, Inc.
DECREASED
Shares619 from 627
Change-8 (-1%)
Value$217.7K (+$2.0K)
Filed 2026-11-02
SpringVest Wealth Management LLC
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$216.7K (+$4.9K)
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$214.6K (+$4.8K)
Filed 2026-10-14
Marquette Asset Management, LLC
DECREASED
Shares607 from 612
Change-5 (-1%)
Value$213.6K (+$3.1K)
Filed 2026-10-09
Griffin Asset Management, Inc.
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$212.2K (+$4.8K)
Filed 2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$211.1K (+$4.8K)
Filed 2026-10-16
Sound Stewardship, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$210.1K (+$4.8K)
Filed 2026-10-14
Financial Partners Group, Inc
NEW
Shares596
Change+596
Value$209.5K
Filed 2026-10-19
Cornerstone Advisory, LLC
DECREASED
Shares593 from 651
Change-58 (-9%)
Value$208.7K (-$15.2K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
INCREASED
Shares593 from 578
Change+15 (+3%)
Value$208.6K (+$9.9K)
Filed 2026-10-21
Warner Financial, Inc
INCREASED
Shares584 from 583
Change+1 (+0%)
Value$205.6K (+$5.0K)
Filed 2026-11-06
True Private Wealth Advisors
DECREASED
Shares582 from 583
Change-1 (0%)
Value$205.0K (+$4.6K)
Filed 2026-10-19
Decker Wealth Management LLC
NEW
Shares580
Change+580
Value$204.1K
Filed 2026-10-09
LJI Wealth Management, LLC
NEW
Shares579
Change+579
Value$203.7K
Filed 2026-10-28
Aprio Wealth Management, LLC
NEW
Shares570
Change+570
Value$200.6K
Filed 2026-10-28
Sound Income Strategies, LLC
DECREASED
Shares570 from 649
Change-79 (-12%)
Value$203.6K (-$19.4K)
Filed 2026-10-09
Russell Investments Group, Ltd.
DECREASED
Shares565 from 671
Change-106 (-16%)
Value$198.7K (-$31.9K)
Filed 2026-11-06
Tompkins Financial Corp
NEW
Shares517
Change+517
Value$181.9K
Filed 2026-10-05
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$175.9K (+$4.0K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$172.4K (+$3.9K)
Filed 2026-10-30
Grove Bank & Trust
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$172.1K (+$3.9K)
Filed 2026-10-08
GoalVest Advisory LLC
DECREASED
Shares481 from 495
Change-14 (-3%)
Value$169.2K (-$995)
Filed 2026-10-02
Compass Financial Management LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$166.8K (-$1.6K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$166.5K (+$3.8K)
Filed 2026-10-30
Rossmore Private Capital
INCREASED
Shares465 from 464
Change+1 (+0%)
Value$163.5K (+$3.9K)
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$162.2K (+$3.7K)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$157.7K (+$3.6K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares439 from 624
Change-185 (-30%)
Value$154.4K (-$60.1K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
DECREASED
Shares434 from 997
Change-563 (-56%)
Value$152.7K (-$190.3K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$150.2K (+$3.4K)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$148.3K (+$4.5K)
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$142.9K (+$3.2K)
Filed 2026-10-30
First Horizon Corp
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$132.3K (+$3.0K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$131.9K (+$3.0K)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$129.8K (+$2.9K)
Filed 2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$124.2K (+$2.8K)
Filed 2026-10-21
Dorato Capital Management
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$126.6K (+$3.9K)
Filed 2026-10-08
Phillip James Consulting Co.
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$122.8K (+$2.8K)
Filed 2026-11-03
Intelligent Financial Strategies
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$121.7K (+$2.7K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$120.0K (+$2.7K)
Filed 2026-10-15
Coastline Trust Co
DECREASED
Shares334 from 2,728
Change-2,394 (-88%)
Value$117.5K (-$820.7K)
Filed 2026-10-01
Colony Family Offices, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$105.2K (+$2.4K)
Filed 2026-10-22
Country Trust Bank
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$104.1K (+$2.4K)
Filed 2026-10-30
Bare Financial Services, Inc
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$100.6K (+$2.3K)
Filed 2026-11-04
Peterson Wealth Management
INCREASED
Shares277 from 276
Change+1 (+0%)
Value$97.4K (+$2.4K)
Filed 2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$95.7K (+$2.2K)
Filed 2026-10-22
First Pacific Financial
INCREASED
Shares267 from 266
Change+1 (+0%)
Value$94.0K (+$2.4K)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$93.9K (+$2.1K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
DECREASED
Shares256 from 277
Change-21 (-8%)
Value$90.0K (-$5.3K)
Filed 2026-11-02
North Point Portfolio Managers Corp
NEW
Shares250
Change+250
Value$88.0K
Filed 2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$88.0K (+$2.0K)
Filed 2026-10-15
Granite FO LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$85.5K (+$1.9K)
Filed 2026-10-14
Highline Wealth Partners LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$83.7K (+$2.0K)
Filed 2026-10-19
Powell Investment Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$80.2K (+$1.9K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$77.4K (+$1.7K)
Filed 2026-10-19
Financial Management Professionals, Inc.
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$73.5K (+$1.7K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares208 from 36
Change+172 (+478%)
Value$73.3K (+$61.0K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares208 from 176
Change+32 (+18%)
Value$73.8K (+$13.5K)
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$66.5K (+$1.5K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$64.4K (+$1.5K)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$63.7K (+$1.6K)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$59.8K (+$1.3K)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$57.7K (+$1.3K)
Filed 2026-10-14
Lynch Investment Planning, LLC
NEW
Shares150
Change+150
Value$52.8K
Filed 2026-10-27
Networth Advisors, LLC
NEW
Shares148
Change+148
Value$52.2K
Filed 2026-11-03
Hoertkorn Richard Charles
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$51.0K (+$1.2K)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$50.7K (+$1.1K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares142 from 437
Change-295 (-68%)
Value$50.1K (-$100.2K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$47.5K (+$1.1K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$46.8K (+$1.1K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
NEW
Shares131
Change+131
Value$46.1K
Filed 2026-10-07
Mcdonald Partners LLC
NEW
Shares122
Change+122
Value$42.9K
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares120
Change+120
Value$42.2K
Filed 2026-10-26
Vima LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$40.8K (+$921)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$38.7K (+$874)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares108
Change+108
Value$38.0K
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares106 from 325
Change-219 (-67%)
Value$37.3K (-$74.5K)
Filed 2026-10-28
Montgomery Financial Services LLC
NEW
Shares98
Change+98
Value$34.5K
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares98 from 108
Change-10 (-9%)
Value$34.5K (-$2.7K)
Filed 2026-11-02
SBK Financial, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$34.1K (+$770)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$32.7K (+$739)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$29.1K (+$729)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$28.1K (+$635)
Filed 2026-10-05
Hurley Capital, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$28.0K (+$701)
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$24.3K (+$548)
Filed 2026-10-23
Key Capital Management, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$21.1K (+$476)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$20.8K (+$468)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$20.8K (+$469)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares58 from 52
Change+6 (+12%)
Value$20.4K (+$2.5K)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$19.0K (+$428)
Filed 2026-10-22
Whipplewood Advisors, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$18.6K (+$421)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares52 from 25
Change+27 (+108%)
Value$18.3K (+$9.7K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$17.2K (+$389)
Filed 2026-11-03
Align Financial, LLC
NEW
Shares45
Change+45
Value$15.8K
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$15.5K (-$200)
Filed 2026-10-26
Nfsg Corp
NEW
Shares39
Change+39
Value$13.7K
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares38
Change+38
Value$13.7K
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares35
Change+35
Value$12.3K
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$11.3K (+$254)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$10.8K (+$272)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares29 from 28
Change+1 (+4%)
Value$10.1K (+$252)
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.8K (+$199)
Filed 2026-11-05
Ashton Thomas Securities, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.8K (+$198)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.8K (+$8.8K)
Filed 2026-11-06
Townsend Asset Management Corp
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.4K (+$191)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$8.2K (+$205)
Filed 2026-11-04
Wilkerson Advisory Group LLC
DECREASED
Shares17 from 61
Change-44 (-72%)
Value$6.0K (-$15.0K)
Filed 2026-10-20
Vision Financial Markets LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.7K (+$163)
Filed 2026-10-22
Creative Capital Management Investments LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.6K (+$127)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.3K (+$119)
Filed 2026-10-19
Monetary Solutions, Ltd
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.3K (+$119)
Filed 2026-10-22
Morling Financial Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.3K (+$119)
Filed 2026-10-28
Planning Strategies Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.9K (+$111)
Filed 2026-10-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.9K (+$87)
Filed 2026-10-06
West Branch Capital LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.2K (+$71)
Filed 2026-10-20
Prudent Man Investment Management, Inc.
DECREASED
Shares8 from 17
Change-9 (-53%)
Value$2.8K (-$2.5K)
Filed 2026-11-03
Nvwm, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.8K (+$64)
Filed 2026-10-14
Citizens National Bank Trust Department
NEW
Shares5
Change+5
Value$1.8K
Filed 2026-11-04
WestEnd Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.4K (+$31)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares3
Change+3
Value$1.1K
Filed 2026-10-09
Farmers & Merchants Investments Inc
DECREASED
Shares2 from 25
Change-23 (-92%)
Value$704 (-$7.9K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$704 (-$11)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 1,014,136
Change-1,014,136 (-100%)
Value$0 (-$348.8M)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 4,789
Change-4,789 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-23
Centennial Advisors, LLC
CLOSED
Shares0 from 1,472
Change-1,472 (-100%)
Value$0 (-$506.2K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,340
Change-1,340 (-100%)
Value$0 (-$460.8K)
Filed 2026-10-27
Lynx Investment Advisory
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$337.4K)
Filed 2026-10-27
Inscription Capital, LLC
CLOSED
Shares0 from 914
Change-914 (-100%)
Value$0 (-$314.4K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$310.6K)
Filed 2026-10-21
Bison Wealth, LLC
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$278.9K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$265.4K)
Filed 2026-11-04
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$238.7K)
Filed 2026-11-05
Orca Investment Management, LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-29
Kestra Investment Management, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-04
Beacon Financial Advisory LLC
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-16
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$176)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$137.6K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$31.7K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$30.2K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$27.2K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$13.1K)
Filed 2026-11-04
Arvest Investments, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-29
Jones Financial Companies Lllp
N/A
Shares— from 19,222,366
Change-19,222,366 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,070,787
Change-4,070,787 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,017,275
Change-4,017,275 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,831,461
Change-2,831,461 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,733,000
Change-2,733,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,469,480
Change-2,469,480 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,875,177
Change-1,875,177 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,515,972
Change-1,515,972 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,507,023
Change-1,507,023 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,451,904
Change-1,451,904 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,429,481
Change-1,429,481 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,272,808
Change-1,272,808 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 901,199
Change-901,199 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 831,081
Change-831,081 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 792,396
Change-792,396 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 783,877
Change-783,877 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 734,110
Change-734,110 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 582,014
Change-582,014 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 530,162
Change-530,162 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 526,292
Change-526,292 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 524,913
Change-524,913 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 522,651
Change-522,651 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 519,808
Change-519,808 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 440,838
Change-440,838 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 438,403
Change-438,403 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 434,122
Change-434,122 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 416,066
Change-416,066 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 396,398
Change-396,398 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 387,417
Change-387,417 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 378,686
Change-378,686 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 350,637
Change-350,637 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 339,923
Change-339,923 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 324,748
Change-324,748 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 300,897
Change-300,897 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 293,637
Change-293,637 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 263,572
Change-263,572 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 254,810
Change-254,810 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 211,164
Change-211,164 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 204,726
Change-204,726 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 197,038
Change-197,038 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 194,320
Change-194,320 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 190,058
Change-190,058 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 189,661
Change-189,661 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 185,626
Change-185,626 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 171,408
Change-171,408 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 166,932
Change-166,932 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 150,637
Change-150,637 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 149,692
Change-149,692 (-100%)
Value—
Betterment LLC
N/A
Shares— from 147,169
Change-147,169 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 145,565
Change-145,565 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 133,137
Change-133,137 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 129,676
Change-129,676 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 127,473
Change-127,473 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 126,528
Change-126,528 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 117,749
Change-117,749 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 116,422
Change-116,422 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 114,745
Change-114,745 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 112,499
Change-112,499 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 109,988
Change-109,988 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 103,393
Change-103,393 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 97,994
Change-97,994 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 97,339
Change-97,339 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 94,428
Change-94,428 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 90,501
Change-90,501 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 88,001
Change-88,001 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 87,869
Change-87,869 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,041
Change-85,041 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 83,248
Change-83,248 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 80,088
Change-80,088 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 79,977
Change-79,977 (-100%)
Value—
&partners
N/A
Shares— from 78,507
Change-78,507 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 75,712
Change-75,712 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 72,462
Change-72,462 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 68,968
Change-68,968 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 63,953
Change-63,953 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 61,058
Change-61,058 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 59,000
Change-59,000 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 55,299
Change-55,299 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 53,398
Change-53,398 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 53,392
Change-53,392 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 53,178
Change-53,178 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 53,135
Change-53,135 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 51,059
Change-51,059 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,813
Change-49,813 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 49,037
Change-49,037 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 49,025
Change-49,025 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,648
Change-48,648 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 48,206
Change-48,206 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 47,644
Change-47,644 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 47,631
Change-47,631 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 47,559
Change-47,559 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 44,692
Change-44,692 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 43,793
Change-43,793 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,422
Change-43,422 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 41,989
Change-41,989 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 41,328
Change-41,328 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,538
Change-39,538 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 39,280
Change-39,280 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 34,384
Change-34,384 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 33,923
Change-33,923 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 31,672
Change-31,672 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 29,933
Change-29,933 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 29,277
Change-29,277 (-100%)
Value—
Nwam LLC
N/A
Shares— from 29,272
Change-29,272 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 28,465
Change-28,465 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,074
Change-27,074 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 26,567
Change-26,567 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 26,354
Change-26,354 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 26,112
Change-26,112 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 24,356
Change-24,356 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 24,209
Change-24,209 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,114
Change-24,114 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 24,063
Change-24,063 (-100%)
Value—
Simmons Bank
N/A
Shares— from 23,708
Change-23,708 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 23,699
Change-23,699 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,141
Change-23,141 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 22,821
Change-22,821 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 22,639
Change-22,639 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 22,382
Change-22,382 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 22,271
Change-22,271 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,966
Change-21,966 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 21,827
Change-21,827 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 20,716
Change-20,716 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,004
Change-20,004 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,934
Change-19,934 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 19,871
Change-19,871 (-100%)
Value—
Commerce Bank
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 19,055
Change-19,055 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 18,564
Change-18,564 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 17,933
Change-17,933 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 17,665
Change-17,665 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 17,649
Change-17,649 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,576
Change-17,576 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,530
Change-17,530 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 17,355
Change-17,355 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,112
Change-17,112 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,711
Change-16,711 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 16,342
Change-16,342 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 16,328
Change-16,328 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 15,651
Change-15,651 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 15,643
Change-15,643 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 15,483
Change-15,483 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15,141
Change-15,141 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 14,942
Change-14,942 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,226
Change-14,226 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 14,104
Change-14,104 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,830
Change-13,830 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 13,407
Change-13,407 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 12,156
Change-12,156 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 12,029
Change-12,029 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 11,986
Change-11,986 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,739
Change-11,739 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,403
Change-11,403 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,321
Change-11,321 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,199
Change-11,199 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,963
Change-9,963 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 9,723
Change-9,723 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,240
Change-7,240 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
American Trust
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 902
Change-902 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 857
Change-857 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 839
Change-839 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 836
Change-836 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 834
Change-834 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
CNB Bank
N/A
Shares— from 820
Change-820 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 817
Change-817 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 817
Change-817 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 805
Change-805 (-100%)
Value—
United Bank
N/A
Shares— from 794
Change-794 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 782
Change-782 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 776
Change-776 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 744
Change-744 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 741
Change-741 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 706
Change-706 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 692
Change-692 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Capital International Investors
N/A
Shares— from 646
Change-646 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 640
Change-640 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 620
Change-620 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 518
Change-518 (-100%)
Value—
Motco
N/A
Shares— from 507
Change-507 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 483
Change-483 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 472
Change-472 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 422
Change-422 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 397
Change-397 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 395
Change-395 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 367
Change-367 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 334
Change-334 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 315
Change-315 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 217
Change-217 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 194
Change-194 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 160
Change-160 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 146
Change-146 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 138
Change-138 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 98
Change-98 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rogco, LP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Creative Planning
DECREASED11,874,19012,039,581-165,391-1%$4.1B$4.2B+$37.4M2026-11-02
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED6,543,3176,543,31700%$2.3B$2.3B+$52.0M2026-10-28
Johnson Financial Group, LLC
INCREASED3,062,1482,712,195+349,953+13%$932.8M$1.1B+$144.7M2026-11-03
PNC Financial Services Group, Inc.
DECREASED2,237,1152,259,085-21,970-1%$776.9M$787.1M+$10.2M2026-11-06
Capital Asset Advisory Services LLC
DECREASED981,5701,017,512-35,942-4%$349.9M$345.5M-$4.4M2026-10-30
LPL Financial LLC
INCREASED792,104777,376+14,728+2%$267.3M$278.7M+$11.4M2026-11-06
Vantagepoint Investment Advisers LLC
DECREASED619,621626,682-7,061-1%$215.5M$218.0M+$2.5M2026-10-26
AlphaCore Capital LLC
INCREASED494,276440,832+53,444+12%$151.6M$173.9M+$22.3M2026-11-04
James J. Burns & Company, LLC
DECREASED479,815484,908-5,093-1%$166.8M$168.8M+$2.1M2026-10-22
Millburn Ridgefield LLC
DECREASED451,789456,076-4,287-1%$156.8M$159.0M+$2.1M2026-11-06
Catalyst Capital Advisors LLC
DECREASED451,789456,076-4,287-1%$156.8M$159.0M+$2.1M2026-11-02
Mason & Associates, LLC
INCREASED444,490434,857+9,633+2%$149.6M$156.4M+$6.8M2026-10-26
Garde Capital, Inc.
DECREASED425,915430,875-4,960-1%$148.2M$149.9M+$1.7M2026-10-29
Heartwood Wealth Advisors LLC
DECREASED376,197377,107-9100%$129.7M$132.4M+$2.7M2026-10-05
Fifth Third Bancorp
DECREASED348,103354,534-6,431-2%$121.9M$122.5M+$552.3K2026-11-05
Pittenger & Anderson Inc
DECREASED317,101335,445-18,344-5%$115.4M$111.6M-$3.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED316,922344,334-27,412-8%$118.4M$111.5M-$6.9M2026-11-02
MilWealth Group LLC
DECREASED298,652301,376-2,724-1%$103.6M$105.1M+$1.4M2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED261,268271,224-9,956-4%$93.3M$91.9M-$1.3M2026-11-04
Baker Avenue Asset Management, LP
INCREASED254,154248,686+5,468+2%$85.5M$89.4M+$3.9M2026-11-06
AGF Management LTD
DECREASED253,965256,630-2,665-1%$88.3M$89.4M+$1.1M2026-11-03
Trust Point Inc.
INCREASED245,763220,883+24,880+11%$76.0M$86.5M+$10.5M2026-10-27
Parallel Advisors, LLC
DECREASED222,651225,906-3,255-1%$77.7M$78.3M+$648.5K2026-11-03
Kathmere Capital Management, LLC
INCREASED198,774174,662+24,112+14%$60.1M$69.9M+$9.9M2026-10-20
Hurlow Wealth Management Group, Inc.
INCREASED198,185194,273+3,912+2%$66.8M$69.7M+$2.9M2026-10-29
Lido Advisors, LLC
INCREASED196,660112,873+83,787+74%$38.8M$69.2M+$30.4M2026-11-04
Addis & Hill, Inc
UNCHANGED187,371187,37100%$64.4M$64.4M$02026-10-19
Financial Planning Navigators Corp
INCREASED183,445180,597+2,848+2%$62.1M$64.5M+$2.4M2026-10-14
Badgley Phelps Wealth Managers, LLC
INCREASED165,511162,359+3,152+2%$55.8M$58.2M+$2.4M2026-10-22
Juncture Wealth Strategies, LLC
DECREASED161,292181,619-20,327-11%$62.5M$56.8M-$5.7M2026-10-06
Acropolis Investment Management, LLC
DECREASED160,893165,136-4,243-3%$56.8M$56.6M-$181.6K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED159,993164,122-4,129-3%$56.4M$56.3K-$56.4M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED135,777133,158+2,619+2%$45.9M$48.2M+$2.3M2026-10-13
Systelligence, LLC
INCREASED133,6635,234+128,429+2454%$1.8M$23.9M+$22.1M2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
INCREASED123,970123,599+371+0%$42.5M$43.6M+$1.1M2026-10-13
Signaturefd, LLC
DECREASED116,346143,737-27,391-19%$49.4M$40.9M-$8.5M2026-10-23
Truist Financial Corp
DECREASED111,833111,841-80%$38.5M$39.3M+$885.3K2026-10-30
Latigo Investments, LLC
UNCHANGED108,982108,98200%$37.5M$38.3M+$865.3K2026-10-29
Sage Financial Group Inc
DECREASED106,081106,130-490%$36.5M$37.3M+$825.3K2026-10-27
Arbor Wealth Management Llc\az
DECREASED97,90399,704-1,801-2%$34.3M$34.4M+$157.8K2026-10-20
Abound Wealth Management
INCREASED88,36987,540+829+1%$30.1M$31.1M+$986.7K2026-10-26
Sfam, LLC
INCREASED87,27586,648+627+1%$29.8M$30.7M+$908.3K2026-11-03
Nordwand Advisors, LLC
INCREASED86,95186,950+10%$29.9M$30.6M+$690.7K2026-11-05
James Reed Financial Services, Inc.
INCREASED85,19284,597+595+1%$29.1M$30.0M+$881.1K2026-10-26
Advocate Group LLC
DECREASED78,11782,307-4,190-5%$28.3M$27.5M-$820.7K2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED76,52479,239-2,715-3%$27.3M$26.9M-$326.1K2026-10-29
Moller Wealth Partners
DECREASED75,71078,984-3,274-4%$27.2M$26.6M-$524.8K2026-10-15
St. Louis Trust Co
INCREASED72,60865,816+6,792+10%$3.7M$25.5M+$21.8M2026-11-03
Wheelhouse Advisory Group LLC
INCREASED72,28069,009+3,271+5%$23.7M$25.4M+$1.7M2026-10-20
Choreo, LLC
INCREASED72,05771,475+582+1%$24.6M$25.4M+$772.1K2026-10-28
Atria Investments, Inc
INCREASED72,04470,246+1,798+3%$24.2M$25.3M+$1.2M2026-10-15
Jnba Financial Advisors
DECREASED70,53075,027-4,497-6%$25.8M$24.8M-$986.6K2026-11-03
Verus Financial Partners, Inc.
INCREASED70,42770,316+111+0%$24.2M$24.8M+$597.7K2026-10-29
Kennicott Capital Management LLC
DECREASED70,06470,189-1250%$24.1M$24.7M+$513.4K2026-10-16
MB, Levis & Associates, LLC
INCREASED69,38866,504+2,884+4%$22.9M$24.4M+$1.5M2026-10-16
Investors Research Corp
INCREASED68,73862,926+5,812+9%$21.6M$24.2M+$2.5M2026-10-07
Pinnacle Associates LTD
DECREASED68,40969,093-684-1%$23.8M$24.1M+$308.1K2026-10-20
Cullen T Bankers, Inc.
DECREASED67,90270,907-3,005-4%$24.4M$23.9M-$494.3K2026-10-28
Arcadia Investment Advisors LLC
DECREASED65,63866,226-588-1%$22.8M$23.1M+$318.9K2026-10-13
Atmos Advisory, LLC
INCREASED65,13064,964+166+0%$22.3M$22.9M+$574.2K2026-10-06
Woodard & Co Asset Management Group Inc
DECREASED64,96181,738-16,777-21%$28.1M$22.9M-$5.3M2026-11-03
Box Hill Private Wealth LLC
INCREASED64,32359,252+5,071+9%$20.4M$22.6M+$2.3M2026-10-05
Wealth Architects, LLC
DECREASED61,76062,994-1,234-2%$21.7M$21.7M+$66.0K2026-11-03
Naples Global Advisors, LLC
DECREASED59,02359,560-537-1%$20.5M$20.8M+$284.0K2026-11-05
First Hawaiian Bank
DECREASED57,45757,575-1180%$19.8M$20.2M+$415.6K2026-10-14
Kestra Advisory Services, LLC
INCREASED57,37648,958+8,418+17%$16.8M$20.2M+$3.4M2026-11-02
Northern Capital Management, Inc.
DECREASED57,00357,163-1600%$19.7M$20.1M+$397.1K2026-11-05
TFC Financial Management, Inc.
INCREASED56,69253,307+3,385+6%$18.3M$19.9M+$1.6M2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED55,87355,237+636+1%$19.0M$19.7M+$662.4K2026-10-27
Farrell Financial LLC
INCREASED55,80355,599+204+0%$19.1M$19.6M+$513.1K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED54,09844,218+9,880+22%$15.2M$19.0M+$3.8M2026-11-06
Idaho Trust Co
INCREASED51,94844,948+7,000+16%$15.5M$18.3M+$2.8M2026-11-04
HBK Sorce Advisory LLC
DECREASED51,75451,906-1520%$18.4M$17.5M-$919.2K2026-11-06
US Bancorp \de\
INCREASED50,78149,798+983+2%$17.1M$17.9M+$738.8K2026-11-05
CX Institutional
DECREASED50,57451,008-434-1%$17.5K$17.8K+$2532026-10-02
Horizons Wealth Management
NEW49,911—+49,911——$17.6M—2026-10-05
Intergy Private Wealth, LLC
INCREASED49,80448,026+1,778+4%$16.5M$17.5M+$1.0M2026-10-16
Blueprint Investment Partners LLC
DECREASED49,47750,748-1,271-2%$17.5M$17.4M-$44.3K2026-10-28
Blueprint Financial Advisors LLC
DECREASED49,42150,692-1,271-3%$17.4M$17.4M-$44.7K2026-10-28
Integris Wealth Management, LLC
INCREASED49,18149,080+101+0%$16.9M$17.3M+$425.2K2026-10-14
Chatham Capital Group, Inc.
DECREASED49,06649,491-425-1%$17.0M$17.3M+$243.4K2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED48,11548,108+7+0%$16.5M$16.9M+$384.4K2026-10-16
Plancorp, LLC
INCREASED47,11534,485+12,630+37%$11.9M$16.4M+$4.5M2026-11-03
Biltmore Family Office, LLC
DECREASED46,86546,994-1290%$16.2M$16.5M+$327.6K2026-11-03
Capital Advisors, Ltd. LLC
INCREASED46,45246,353+99+0%$15.9K$16.3K+$4032026-10-27
D.A. Davidson & Co.
DECREASED46,15346,557-404-1%$16.0M$16.2M+$227.4K2026-10-28
Farther Finance Advisors, LLC
INCREASED46,10142,368+3,733+9%$14.6M$16.2M+$1.6M2026-10-08
Total Investment Management Inc
INCREASED46,05445,639+415+1%$15.7M$16.2M+$522.5K2026-10-22
Amtrust Financial Services, Inc.
UNCHANGED45,80045,80000%$15.8M$16.1M+$363.7K2026-10-19
Procyon Advisors, LLC
UNCHANGED45,12745,12700%$15.5M$15.9M+$358.3K2026-10-21
Assetmark, Inc
INCREASED44,84539,489+5,356+14%$13.6M$15.8M+$2.2M2026-10-21
Keybank National Association
INCREASED43,18943,096+93+0%$14.8M$15.2M+$374.9K2026-11-04
Brighton Jones LLC
INCREASED43,12939,369+3,760+10%$13.5M$15.2M+$1.6M2026-11-03
Fusion Family Wealth, LLC
DECREASED42,46442,544-800%$14.6M$14.9M+$309.7K2026-11-02
Fairway Wealth LLC
INCREASED41,18325,840+15,343+59%$8.9M$14.5M+$5.6M2026-10-30
Capital Planning LLC
DECREASED40,48340,666-1830%$14.0M$14.2M+$258.5K2026-10-09
Wedmont Private Capital
INCREASED39,82538,862+963+2%$13.5M$14.2M+$711.3K2026-10-09
Allworth Financial LP
INCREASED39,63739,285+352+1%$13.5M$13.6M+$121.1K2026-11-06
Citizens Financial Group Inc
DECREASED39,52541,064-1,539-4%$14.1M$13.9M-$215.5K2026-10-23
TCI Wealth Advisors, Inc.
NEW39,337—+39,337——$13.8M—2026-10-30
Black Diamond Financial, LLC
INCREASED39,00939,003+6+0%$13.4M$13.7M+$311.6K2026-10-26
Venture Visionary Partners LLC
INCREASED38,97438,940+34+0%$13.4M$13.7M+$321.2K2026-10-07
Leeward Financial Partners, LLC
DECREASED38,79543,665-4,870-11%$15.0M$13.7M-$1.4M2026-10-23
Tarbox Family Office, Inc.
UNCHANGED38,38538,38500%$13.2M$13.5M+$304.8K2026-10-23
Cornerstone Advisors Asset Management, LLC
DECREASED38,19038,548-358-1%$13.3M$13.4M+$180.2K2026-11-06
TD Private Client Wealth LLC
INCREASED37,89731,576+6,321+20%$10.9M$13.3M+$2.5M2026-10-28
Gibraltar Capital Management, Inc.
DECREASED37,55537,690-1350%$13.0M$13.2M+$251.8K2026-10-27
Blackston Financial Advisory Group, LLC
DECREASED36,85238,389-1,537-4%$13.2M$13.0M-$236.1K2026-11-04
City Holding Co
INCREASED36,80433,585+3,219+10%$11.5M$12.9M+$1.4M2026-10-19
Cranbrook Wealth Management, LLC
DECREASED36,05636,449-393-1%$12.5M$12.7M+$151.0K2026-10-28
Bank of New York Mellon Corp
DECREASED35,50144,883-9,382-21%$15.4M$12.5M-$2.9M2026-11-05
HB Wealth Management, LLC
DECREASED35,29835,686-388-1%$12.3M$12.4M+$146.6K2026-10-23
Gibson Capital, LLC
UNCHANGED35,06435,06400%$12.1M$12.3M+$278.4K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED34,96235,323-361-1%$12.1M$12.3M+$153.5K2026-10-15
Integrated Advisors Network LLC
INCREASED34,20934,200+9+0%$11.8M$12.0M+$274.7K2026-10-20
Tortoise Investment Management, LLC
DECREASED34,03734,519-482-1%$11.9M$12.0M+$104.5K2026-11-06
Northeast Investment Management
UNCHANGED32,99032,99000%$11.3M$11.6M+$261.9K2026-10-30
Savant Capital, LLC
DECREASED32,70252,882-20,180-38%$17.1M$11.5M-$5.6M2026-11-06
SC&H Financial Advisors, Inc.
INCREASED32,36532,349+16+0%$11.1M$11.4M+$262.5K2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED32,27731,752+525+2%$10.9M$11.4M+$514.9K2026-10-21
Ledyard National Bank
DECREASED31,78332,155-372-1%$11.1M$11.2M+$124.4K2026-10-21
Blue Trust, Inc.
INCREASED31,6531,051+30,602+2912%$361.4K$11.1M+$10.8M2026-10-15
Apella Capital, LLC
DECREASED31,59031,624-340%$10.9M$11.3M+$440.4K2026-10-08
Merit Financial Group, LLC
DECREASED31,35531,716-361-1%$10.9M$11.0M+$124.6K2026-11-06
Downshift Financial, LLC
DECREASED31,31131,347-360%$10.8M$11.0M+$236.2K2026-10-13
Quadrant Capital Group LLC
DECREASED30,51630,557-410%$10.5M$10.9M+$440.6K2026-10-20
Ironwood Financial, llc
INCREASED30,13528,751+1,384+5%$9.9M$10.6M+$683.9K2026-10-20
Armbruster Capital Management, Inc.
DECREASED28,72829,828-1,100-4%$10.3M$10.1M-$150.2K2026-10-19
Valeo Financial Advisors, LLC
DECREASED28,36228,600-238-1%$9.8M$10.0M+$143.4K2026-10-08
Councilor Wealth, LLC
INCREASED28,14827,871+277+1%$9.6M$9.9M+$318.9K2026-10-09
BIP Wealth, LLC
DECREASED28,11834,602-6,484-19%$11.9M$9.9M-$2.0M2026-10-22
BLB&B Advisors, LLC
DECREASED27,82628,157-331-1%$9.7M$9.8M+$107.1K2026-10-27
Daymark Wealth Partners, LLC
INCREASED27,53826,574+964+4%$9.1M$9.7M+$550.0K2026-11-04
Redwood Family Wealth LLC
INCREASED27,37226,786+586+2%$9.2M$9.6M+$418.7K2026-10-20
1900 Wealth Management LLC
DECREASED27,32927,548-219-1%$9.5M$9.6M+$141.6K2026-10-13
Balentine LLC
DECREASED26,33429,665-3,331-11%$10.2M$9.3M-$936.3K2026-11-03
Obsidian CIO, LLC
INCREASED26,11619,352+6,764+35%$6.7M$9.2M+$2.5M2026-11-05
Sherry Group, Inc.
INCREASED25,94225,838+104+0%$8.8M$9.1M+$309.5K2026-10-09
Vise Technologies, Inc.
INCREASED25,1159,075+16,040+177%$3.1M$8.8M+$5.7M2026-10-29
Soundwatch Capital LLC
DECREASED24,99225,068-760%$8.6M$8.9M+$251.0K2026-11-04
Orin Green Financial, LLC
DECREASED24,94826,876-1,928-7%$9.2M$8.8M-$465.0K2026-10-19
Glenview Trust Co
INCREASED24,78024,392+388+2%$8.4M$8.7M+$330.2K2026-10-28
Park Avenue Securities LLC
INCREASED24,76323,502+1,261+5%$8.1M$8.7K-$8.1M2026-10-26
Flagship Harbor Advisors, LLC
INCREASED24,05524,050+5+0%$8.3M$8.5M+$192.5K2026-10-26
Strategic Equity Management
DECREASED23,90366,322-42,419-64%$22.8M$8.4M-$14.4M2026-11-04
Gradient Capital Advisors, LLC
DECREASED23,77324,826-1,053-4%$8.5M$8.4M-$173.3K2026-10-21
Clearstead Advisors, LLC
DECREASED23,69323,734-410%$8.2M$8.3M+$174.1K2026-11-06
Sage Financial Management Group, Inc.
INCREASED23,38821,357+2,031+10%$7.3M$8.2M+$884.3K2026-11-06
Studio Investment Management LLC
INCREASED23,0296,821+16,208+238%$2.3M$8.1M+$5.8M2026-10-22
Kendall Capital Management
UNCHANGED22,06922,06900%$7.6M$7.8M+$175.2K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
DECREASED21,99122,444-453-2%$7.7M$7.7M+$18.8K2026-10-23
Central Trust Co
DECREASED21,50021,610-110-1%$7.4M$7.6M+$132.9K2026-11-05
Kohmann Bosshard Financial Services, LLC
INCREASED21,47121,436+35+0%$7.4M$7.6M+$182.5K2026-11-04
Beacon Capital Management, LLC
DECREASED21,45523,303-1,848-8%$8.0M$7.5M-$465.1K2026-10-23
Marietta Wealth Management, LLC
DECREASED21,32922,363-1,034-5%$7.7M$7.6M-$121.1K2026-10-22
Human Investing LLC
INCREASED21,27621,133+143+1%$7.3M$7.5M+$218.6K2026-10-19
Modera Wealth Management, LLC
DECREASED20,62421,073-449-2%$7.2M$7.3M+$9.3K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED20,10120,220-119-1%$7.0M$7.1M+$118.9K2026-10-23
Oppenheimer & Co Inc
INCREASED20,09719,655+442+2%$6.8M$7.1M+$311.6K2026-10-26
Pioneer Wealth Management Group
DECREASED19,34020,475-1,135-6%$7.0M$6.8M-$236.9K2026-10-09
Brooklyn FI, LLC
INCREASED18,96216,732+2,230+13%$5.8M$6.7M+$937.7K2026-11-05
Aspiriant, LLC
INCREASED18,91714,815+4,102+28%$5.1M$6.7M+$1.6M2026-10-16
Ritholtz Wealth Management
INCREASED18,88518,854+31+0%$6.5M$6.6M+$160.7K2026-11-05
AMG National Trust Bank
INCREASED18,4879,260+9,227+100%$3.2M$6.5M+$3.3M2026-11-05
Lodestar Private Asset Management LLC
DECREASED18,20619,803-1,597-8%$6.8M$6.4M-$405.0K2026-10-26
Ifrah Financial Services, Inc.
DECREASED18,12418,504-380-2%$6.4M$6.4M+$13.1K2026-10-13
Avior Wealth Management, LLC
DECREASED17,30817,791-483-3%$6.1M$6.1M-$28.7K2026-10-13
Mission Wealth Management, LP
DECREASED17,25917,893-634-4%$6.2M$6.1M-$81.1K2026-10-15
Mather Group, Llc.
INCREASED16,98716,816+171+1%$5.8M$6.0M+$193.7K2026-10-14
Retireful, LLC
NEW16,819—+16,819——$5.9M—2026-10-09
Vontobel Holding Ltd.
DECREASED16,74516,768-230%$5.8M$5.9M+$125.0K2026-10-16
Sendero Wealth Management, LLC
DECREASED16,65816,727-690%$5.8M$5.9M+$108.5K2026-10-14
Citigroup Inc
DECREASED16,64016,717-770%$5.7M$5.9M+$105.6K2026-11-04
Infinity Wealth Counsel, LLC
INCREASED16,39216,187+205+1%$5.6M$5.8M+$200.7K2026-10-15
Warwick Investment Management, Inc.
DECREASED16,35216,434-820%$5.7M$5.8M+$101.6K2026-10-19
Seal Cove Capital, LLC
INCREASED16,33516,292+43+0%$5.6M$5.7M+$144.0K2026-11-06
PDS Planning, Inc
INCREASED16,33516,309+26+0%$5.6M$5.7M+$138.4K2026-11-03
Transcendent Capital Group LLC
DECREASED16,14216,176-340%$5.6M$5.7M+$116.8K2026-10-28
SAX Wealth Advisors, LLC
INCREASED16,12615,315+811+5%$4.6M$5.7M+$1.1M2026-10-13
Objective Capital Management, LLC
DECREASED16,05116,450-399-2%$5.7M$5.6M-$9.7K2026-10-13
Compound Planning, Inc.
DECREASED15,99918,224-2,225-12%$6.3M$5.6M-$638.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED15,77812,109+3,669+30%$4.2M$5.6M+$1.4M2026-10-16
JIM Saulnier & Associates, LLC
INCREASED15,69112,394+3,297+27%$4.3M$5.5M+$1.3M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED15,60115,603-20%$5.4M$5.5M+$123.4K2026-11-05
Soltis Investment Advisors LLC
NEW14,910—+14,910——$5.2M—2026-10-28
Washington Trust Co
DECREASED14,89614,960-640%$5.1M$5.2M+$96.3K2026-10-22
McAdam, LLC
DECREASED14,53415,002-468-3%$5.2M$5.1M-$45.6K2026-10-21
TD Waterhouse Canada Inc.
INCREASED14,29113,160+1,131+9%$4.5M$5.1M+$537.1K2026-10-16
WBH Advisory Inc
DECREASED14,02414,122-98-1%$4.9M$4.9M+$77.6K2026-11-05
L.K. Benson & Company, P.C.
INCREASED13,53612,599+937+7%$4.3M$4.8M+$430.0K2026-10-23
Greenspring Advisors, LLC
INCREASED13,5226,761+6,761+100%$2.3M$4.8M+$2.4M2026-11-05
Simon Quick Advisors, LLC
DECREASED13,36615,196-1,830-12%$5.2M$4.7M-$523.2K2026-10-26
RCW Management, LLC
DECREASED13,24913,354-105-1%$4.6M$4.7M+$69.1K2026-10-30
Gainplan LLC
INCREASED13,19813,071+127+1%$4.5M$4.6M+$148.6K2026-10-09
SoundView Advisors Inc.
INCREASED13,01012,994+16+0%$4.5M$4.6K-$4.5M2026-11-04
Trust Co
DECREASED12,54512,548-30%$4.3M$4.4M+$98.6K2026-10-09
Topel & Distasi Wealth Management, LLC
DECREASED12,50812,693-185-1%$4.4M$4.4M+$35.7K2026-11-05
Watershed Private Wealth LLC
DECREASED12,50612,610-104-1%$4.3M$4.4M+$63.5K2026-10-30
SigFig Wealth Management, LLC
DECREASED12,38812,715-327-3%$4.3M$4.4M+$20.1K2026-10-07
First Community Trust NA
INCREASED12,38410,226+2,158+21%$3.5M$4.4M+$840.5K2026-10-07
Royal Fund Management, LLC
INCREASED12,38311,862+521+4%$4.1M$4.4M+$277.6K2026-10-22
Ascentis Independent Advisors
NEW12,310—+12,310——$4.3M—2026-11-03
Capital Squared Financial LLC
INCREASED12,13411,929+205+2%$4.1M$4.3M+$166.9K2026-10-30
SWP Financial LLC
DECREASED12,10312,132-290%$4.2M$4.3M+$86.1K2026-10-23
Financial Insights, Inc.
DECREASED12,08512,461-376-3%$4.3M$4.3M-$33.4K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED12,07012,072-20%$4.2M$4.2M+$95.4K2026-10-22
PCA Investment Advisory Services Inc.
DECREASED12,06612,099-330%$4.2M$4.2M+$84.5K2026-10-13
Sapient Capital LLC
INCREASED11,81311,809+4+0%$4.1M$4.2M+$95.2K2026-10-08
Wilmington Savings Fund Society, FSB
UNCHANGED11,66211,66200%$4.0M$4.1M+$92.6K2026-10-23
FC Advisory LLC
INCREASED11,47911,354+125+1%$3.9M$4.0M+$134.1K2026-10-05
ARK & TLK Investments, LLC
DECREASED11,22111,267-460%$3.9M$3.9M+$73.3K2026-10-20
Phillips Financial Management, LLC
DECREASED11,21712,632-1,415-11%$4.3M$3.9M-$397.6K2026-10-19
Evanson Financial, LLC
DECREASED11,14815,082-3,934-26%$5.2M$3.9M-$1.3M2026-10-23
Atticus Wealth Management, LLC
DECREASED11,08711,729-642-5%$4.0M$3.9M-$132.7K2026-10-20
Fortem Financial Group, LLC
DECREASED11,08111,531-450-4%$4.0M$3.9M-$66.8K2026-10-20
Sheets Smith Wealth Management
UNCHANGED11,01911,01900%$3.8M$3.9M+$87.5K2026-10-16
Parsons Capital Management Inc
DECREASED10,91911,296-377-3%$3.9M$3.8M-$43.0K2026-10-28
Obermeyer Wealth Partners
INCREASED10,67010,489+181+2%$3.6M$3.8M+$147.0K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED10,19010,151+39+0%$3.5M$3.6M+$94.3K2026-11-03
Northstar Asset Management Co
DECREASED10,18010,675-495-5%$3.6M$3.6M+$3552026-10-22
Krilogy Financial LLC
INCREASED10,09110,071+20+0%$3.5M$3.6M+$159.9K2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED9,9509,714+236+2%$3.3M$3.5M+$160.0K2026-10-27
Thrivent Financial for Lutherans
DECREASED9,94211,618-1,676-14%$4.0M$3.5K-$4.0M2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED9,8539,845+8+0%$3.4M$3.5M+$81.0K2026-10-26
Financial Planning Fort Collins, LLC
DECREASED9,8169,882-66-1%$3.4M$3.5M+$31.1K2026-10-16
Flower City Capital
DECREASED9,8159,884-69-1%$3.4M$3.5M+$54.2K2026-10-15
Prospera Financial Services Inc
INCREASED9,7728,926+846+9%$3.1M$3.4M+$331.2K2026-11-04
William Mack & Associates, Inc.
INCREASED9,7349,732+2+0%$3.3M$3.4M+$78.1K2026-10-27
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED9,7109,311+399+4%$3.2M$3.4M+$214.3K2026-10-13
Astra Wealth Partners LLC
DECREASED9,6249,694-70-1%$3.3M$3.4M+$52.3K2026-11-06
Founders Financial Securities LLC
INCREASED9,4129,300+112+1%$3.2M$3.3M+$113.0K2026-10-28
Briggs Wealth Management, Inc
INCREASED9,2722,090+7,182+344%$718.8K$3.3M+$2.5M2026-10-26
Sculati Wealth Management, LLC
DECREASED9,1319,220-89-1%$3.2M$3.3M+$125.3K2026-10-19
Wiser Wealth Management, Inc
INCREASED9,0959,083+12+0%$3.1M$3.2M+$76.3K2026-10-14
McClarren Financial Advisors, Inc.
INCREASED9,0119,003+8+0%$3.1M$3.2M+$74.3K2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED8,9428,812+130+1%$3.0M$3.1M+$115.7K2026-10-15
YHB Investment Advisors, Inc.
INCREASED8,8738,846+27+0%$3.0M$3.1M+$79.7K2026-10-08
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED8,7708,77000%$3.0M$3.1M+$69.6K2026-10-30
Charles Schwab Trust Co
UNCHANGED8,7398,73900%$3.0M$3.1M+$69.4K2026-10-15
Partners in Financial Planning
INCREASED8,7348,718+16+0%$3.0M$3.1M+$74.9K2026-11-06
Independent Financial Group, LLC
DECREASED8,6398,840-201-2%$3.0M$3.0M-$5322026-10-13
Blankinship & Foster, LLC
DECREASED8,5478,574-270%$2.9M$3.0M+$58.4K2026-10-19
Hartmann Taylor Wealth Management, LLC
INCREASED8,4577,972+485+6%$2.4M$3.0M+$593.2K2026-10-14
Pinnacle Financial Group, LLC / IL
DECREASED8,0258,636-611-7%$3.0M$2.8M-$146.4K2026-10-29
Uptick Partners, LLC
INCREASED7,8147,418+396+5%$2.6M$2.7M+$198.2K2026-11-04
Stone Summit Wealth LLC
UNCHANGED7,7047,70400%$2.6M$2.7M+$61.2K2026-10-14
Boston Trust Walden Corp
UNCHANGED7,6457,64500%$2.6M$2.7M+$60.7K2026-10-30
Bluestem Financial Advisors, LLC
UNCHANGED7,5907,59000%$2.6M$2.7M+$60.3K2026-10-20
Nations Financial Group Inc,
INCREASED7,4427,370+72+1%$2.5M$2.6M+$83.9K2026-11-05
Retirement Planning Group, LLC
INCREASED7,4177,025+392+6%$2.4M$2.6M+$193.6K2026-10-19
Lanark Financial, Inc.
DECREASED7,4107,442-320%$2.6M$2.6M+$47.8K2026-10-26
Argos Wealth Advisors, LLC
UNCHANGED7,2757,27500%$2.5M$2.6M+$57.8K2026-11-02
Howard Wealth Management, LLC
DECREASED7,2327,234-20%$2.5M$2.5M+$56.8K2026-10-28
Sage Mountain Advisors LLC
INCREASED7,1967,194+2+0%$2.5M$2.5M+$57.6K2026-11-02
Tabr Capital Management, LLC
INCREASED7,0746,936+138+2%$2.4M$2.5M+$103.5K2026-10-20
S.A. Mason LLC
INCREASED6,9166,756+160+2%$2.3M$2.4M+$109.9K2026-10-13
Joel Isaacson & Co., LLC
DECREASED6,9036,962-59-1%$2.4M$2.4M+$34.6K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED6,8016,442+359+6%$2.2M$2.4M+$177.5K2026-10-27
Seamount Financial Group Inc
INCREASED6,7906,789+1+0%$2.3M$2.4M+$54.3K2026-10-21
Market Street Wealth Management Advisors LLC
DECREASED6,7577,576-819-11%$2.6M$2.4M-$228.0K2026-10-09
Scott & Selber, Inc.
INCREASED6,7176,704+13+0%$2.3M$2.4M+$57.8K2026-10-21
Great Point Wealth Advisors, LLC
DECREASED6,6047,016-412-6%$2.4M$2.3M-$89.3K2026-10-15
Balboa Wealth Partners
INCREASED6,5965,490+1,106+20%$1.9M$2.3M+$432.7K2026-10-20
Staley Capital Advisers Inc
INCREASED6,5466,426+120+2%$2.2M$2.3M+$93.3K2026-11-06
FSM Wealth Advisors, LLC
INCREASED6,5206,505+15+0%$2.2M$2.3M+$91.2K2026-10-27
Legacy Advisors, LLC
UNCHANGED6,5036,50300%$2.2M$2.3M+$51.6K2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
DECREASED6,49010,528-4,038-38%$3.6M$2.3M-$1.3M2026-10-21
Bell Investment Advisors, Inc
INCREASED6,4716,458+13+0%$2.2M$2.3M+$55.7K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED6,4296,247+182+3%$2.1M$2.3M+$113.8K2026-10-14
Legacy Private Trust Co.
DECREASED6,2646,274-100%$2.2M$2.2M+$46.3K2026-10-06
Davidson Trust Co
UNCHANGED6,2566,25600%$2.2M$2.2M+$49.7K2026-10-09
Mustard Seed Financial, LLC
INCREASED6,1856,155+30+0%$2.1M$2.2M+$59.3K2026-10-30
AdvisorNet Financial, Inc
DECREASED6,0876,269-182-3%$2.2M$2.2M+$4.4K2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED6,0256,02500%$2.1M$2.1M+$48.0K2026-10-09
Asempa Wealth Advisors
INCREASED5,9495,921+28+0%$2.0M$2.1M+$60.0K2026-10-07
UMB Bank, n.a.
DECREASED5,9266,009-83-1%$2.1M$2.1M+$18.5K2026-11-06
Simplicity Wealth,LLC
INCREASED5,9102,537+3,373+133%$872.5K$2.1M+$1.2M2026-10-23
DBK Financial Counsel, LLC
UNCHANGED5,9085,90800%$2.0M$2.1M+$46.9K2026-10-13
Orser Capital Management, LLC
DECREASED5,8185,820-20%$2.0M$2.0M+$45.5K2026-10-13
Mystic Asset Management, Inc.
DECREASED5,7975,869-72-1%$2.0M$2.0M+$21.3K2026-10-15
Center for Financial Planning, Inc.
INCREASED5,7805,779+1+0%$2.0M$2.0M+$46.6K2026-10-26
Davenport & Co LLC
DECREASED5,7666,061-295-5%$2.1M$2.0M-$55.4K2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED5,7555,75500%$2.0M$2.0M+$45.7K2026-10-16
General Partner, Inc.
UNCHANGED5,7005,70000%$2.0M$2.0M+$45.3K2026-10-05
Secure Asset Management, LLC
INCREASED5,6965,680+16+0%$2.0M$2.0M+$50.8K2026-10-19
Harbor Asset Planning, Inc.
DECREASED5,6595,909-250-4%$2.0M$2.0M-$41.7K2026-10-23
Waldron Private Wealth LLC
DECREASED5,6245,632-80%$1.9M$2.0M+$41.9K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED5,6165,458+158+3%$1.9M$2.0M+$113.6K2026-10-13
Diversify Wealth Management, LLC
INCREASED5,5923,704+1,888+51%$1.3M$2.0M+$731.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,5923,704+1,888+51%$1.3M$2.0M+$731.2K2026-10-20
Moneywise, Inc.
DECREASED5,58344,629-39,046-87%$15.3M$2.0M-$13.4M2026-10-30
Capital Management Associates, Inc
UNCHANGED5,5815,58100%$1.9M$2.0M+$44.3K2026-10-20
Greenleaf Trust
INCREASED5,5535,091+462+9%$1.8M$2.0M+$203.0K2026-10-29
Maseco LLP
DECREASED5,5475,564-170%$1.9M$2.0M+$38.2K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED5,4675,328+139+3%$1.8M$1.9M+$91.2K2026-10-26
Dahring | Cusmano LLC
DECREASED5,45810,452-4,994-48%$3.6M$1.9M-$1.7M2026-11-03
Chicago Partners Investment Group LLC
DECREASED5,4545,611-157-3%$1.9M$1.9M+$4.0K2026-10-27
Rebalance, LLC
UNCHANGED5,4495,44900%$1.9M$1.9M+$43.3K2026-10-22
Forum Financial Management, LP
UNCHANGED5,4175,41700%$1.9M$1.9M+$43.0K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED5,4095,515-106-2%$1.9M$1.9M+$53.6K2026-10-19
True North Advisors, LLC
INCREASED5,3992,029+3,370+166%$697.8K$1.9M+$1.2M2026-10-22
Private Management Group Inc
DECREASED5,3965,421-250%$1.9M$1.9M+$34.2K2026-11-04
Larson Financial Group LLC
INCREASED5,3844,911+473+10%$1.7M$1.9M+$205.7K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED5,3695,222+147+3%$1.8M$1.9M+$93.3K2026-10-21
Olistico Wealth, LLC
INCREASED5,3495,348+1+0%$1.8M$1.9M+$43.0K2026-10-05
Versant Capital Management, Inc
DECREASED5,2955,777-482-8%$2.0M$1.9M-$123.7K2026-10-02
Midwest Trust Co
INCREASED5,2944,682+612+13%$1.6M$1.9M+$252.5K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED5,2175,273-56-1%$1.8M$1.8M+$22.0K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED5,2093,757+1,452+39%$1.3M$1.8M+$540.9K2026-10-21
Prairie Advisory, LLC
INCREASED5,1042,552+2,552+100%$877.7K$1.8M+$918.2K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED5,0975,092+5+0%$1.8M$1.8M+$42.2K2026-10-08
Sloy Dahl & Holst, LLC
DECREASED5,0675,171-104-2%$1.8M$1.8M+$4.9K2026-10-14
Annex Advisory Services, LLC
INCREASED5,0154,918+97+2%$1.7M$1.8M+$73.2K2026-10-16
Earned Wealth Advisors, LLC
INCREASED4,9934,987+6+0%$1.7M$1.8M+$41.5K2026-11-06
Physician Wealth Advisors, Inc.
DECREASED4,9655,017-52-1%$1.7M$1.7M+$21.5K2026-10-20
GSG Advisors LLC
INCREASED4,9524,949+3+0%$1.7M$1.7M+$40.3K2026-11-03
Calder Financial LLC
DECREASED4,8864,896-100%$1.7M$1.7M+$35.5K2026-10-13
Lodestone Wealth Management LLC
INCREASED4,8744,862+12+0%$1.7M$1.7M+$42.9K2026-10-14
Eagle Strategies LLC
INCREASED4,8594,816+43+1%$1.7M$1.7M+$53.4K2026-10-16
MGO One Seven LLC
DECREASED4,8524,921-69-1%$1.7M$1.7M+$14.8K2026-10-28
Manuka Financial, LLC
UNCHANGED4,8374,83700%$1.7M$1.7M+$34.4K2026-10-16
Tsfg, LLC
UNCHANGED4,8284,82800%$1.7M$1.7K-$1.7M2026-10-23
Gill Capital Partners, LLC
UNCHANGED4,7654,76500%$1.6M$1.7M+$37.8K2026-10-13
Catalyst Financial Partners LLC
INCREASED4,7191,470+3,249+221%$505.5K$1.7M+$1.2M2026-11-06
EnRich Financial Partners LLC
DECREASED4,7124,757-45-1%$1.6M$1.7M+$21.7K2026-10-21
Pathway Financial Advisors LLC
UNCHANGED4,6514,65100%$1.6M$1.6M+$41.3K2026-10-07
Capital Investment Advisors, LLC
DECREASED4,6415,829-1,188-20%$2.0M$1.6M-$371.8K2026-10-22
Key FInancial Inc
UNCHANGED4,6414,64100%$1.6M$1.6M+$36.9K2026-11-02
Perigon Wealth Management, LLC
INCREASED4,6384,637+1+0%$1.6M$1.6M+$37.0K2026-10-22
Bokf, NA
UNCHANGED4,6134,61300%$1.6M$1.6M+$36.6K2026-10-27
Advocate Investing Services LLC
UNCHANGED4,6004,60000%$1.6M$1.6M+$36.5K2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED4,5804,58000%$1.6M$1.6M+$36.4K2026-10-29
CWA Asset Management Group, LLC
DECREASED4,5724,803-231-5%$1.7M$1.6M-$43.1K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED4,5484,481+67+2%$1.5M$1.6M+$59.2K2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED4,5384,53800%$1.6M$1.6M+$36.0K2026-10-30
GenTrust, LLC
UNCHANGED4,5324,53200%$1.6M$1.6M+$36.0K2026-11-06
Barrett & Company, Inc.
NEW4,525—+4,525——$364.2K—2026-10-22
Lloyd Advisory Services, Llc.
INCREASED4,466331+4,135+1249%$113.8K$1.6M+$1.5M2026-11-02
MontVue Capital Management, Inc.
UNCHANGED4,4074,40700%$1.5M$1.6M+$35.0K2026-10-19
Appleton Partners Inc
UNCHANGED4,4034,40300%$1.5M$1.5K-$1.5M2026-10-30
Anchor Capital Advisors LLC
UNCHANGED4,3614,36100%$1.5M$1.5M+$34.6K2026-11-05
Destiny Wealth Partners, LLC
UNCHANGED4,3484,34800%$1.5M$1.5M+$11.3K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED4,3404,514-174-4%$1.6M$1.5M-$25.5K2026-10-22
Bernardo Wealth Planning LLC
INCREASED4,3202,160+2,160+100%$742.8K$1.5M+$777.1K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED4,3102,589+1,721+66%$890.4K$1.5M+$626.1K2026-10-16
Merited Wealth, LLC
INCREASED4,2873,947+340+9%$1.4M$1.5M+$151.0K2026-10-13
Wedbush Securities Inc
DECREASED4,2814,282-10%$1.5M$1.5K-$1.5M2026-10-22
Ted Buchan & Co
DECREASED4,2034,349-146-3%$1.5M$1.5M-$16.8K2026-10-23
West Wealth Group, LLC
NEW4,185—+4,185——$1.5M—2026-10-14
Berkshire Money Management, Inc.
NEW4,161—+4,161——$1.5M—2026-10-21
Sigma Planning Corp
DECREASED3,9994,019-200%$1.4M$1.4M+$25.1K2026-10-23
LEE Danner & Bass Inc
DECREASED3,9853,993-80%$1.4M$1.4M+$28.9K2026-10-27
King Luther Capital Management Corp
UNCHANGED3,9003,90000%$1.3M$1.4M+$31.0K2026-11-05
Vista Capital Partners, Inc.
DECREASED3,8833,954-71-2%$1.4M$1.4M+$6.4K2026-11-06
David J Yvars Group
INCREASED3,8453,844+1+0%$1.3M$1.4M+$31.2K2026-10-09
Fiduciary Advisors, Inc.
DECREASED3,8073,958-151-4%$1.4M$1.3M-$21.5K2026-10-16
Seven Post Investment Office LP
UNCHANGED3,8003,80000%$1.3M$1.3M+$30.2K2026-10-26
Tenzing Financial LLC
UNCHANGED3,7713,77100%$1.3M$1.3M+$27.4K2026-11-03
Aspen Wealth Management LLC
INCREASED3,7543,744+10+0%$1.3M$1.3M+$33.1K2026-10-14
Madrid Wealth Management, LLC
UNCHANGED3,7173,71700%$1.3M$1.3M+$29.5K2026-10-23
StoneX Group Inc.
INCREASED3,7031,233+2,470+200%$424.0K$1.3M+$881.3K2026-11-03
Entrewealth, LLC
UNCHANGED3,6943,69400%$1.3M$1.3M-$7.3K2026-10-14
Abacus Planning Group, Inc.
UNCHANGED3,6673,66700%$1.3M$1.3M+$29.1K2026-11-02
Valley Forge Investment Consultants Inc ADV
INCREASED3,6373,628+9+0%$1.2M$1.3M+$32.0K2026-11-03
Life Planning Partners, Inc
DECREASED3,5653,929-364-9%$1.4M$1.3M-$96.9K2026-10-28
Lutz Financial Services LLC
DECREASED3,5443,628-84-2%$1.2M$1.2M-$7502026-11-06
Quadcap Wealth Management, LLC
DECREASED3,5294,147-618-15%$1.4M$1.2M-$184.0K2026-11-02
Tranquility Partners, LLC
DECREASED3,5233,553-30-1%$1.2M$1.2M+$17.9K2026-10-20
Stevens Capital Partners
DECREASED3,5073,534-27-1%$1.2M$1.2M+$18.5K2026-10-29
High Net Worth Advisory Group LLC
INCREASED3,5043,501+3+0%$1.2M$1.2M+$28.6K2026-10-26
Johnson Bixby & Associates, LLC
UNCHANGED3,5013,50100%$1.2M$1.2M+$27.8K2026-10-14
Aspen Investment Management Inc
INCREASED3,4973,493+4+0%$1.2K$1.2K+$302026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED3,4663,46600%$1.2M$1.2M+$27.5K2026-10-19
Fairman Group, LLC
DECREASED3,4456,555-3,110-47%$2.3M$1.2M-$1.0M2026-10-26
Morton Capital Management LLC
UNCHANGED3,4453,44500%$1.2M$1.2M+$27.4K2026-10-23
Oakworth Capital, Inc.
UNCHANGED3,4353,43500%$1.2M$1.2M+$27.3K2026-10-26
Cypress Wealth Services, LLC
DECREASED3,4273,479-52-1%$1.2M$1.2M+$35.9K2026-10-21
Interchange Capital Partners, LLC
UNCHANGED3,4223,42200%$1.2M$1.2M+$27.2K2026-10-28
KW Wealth Management LLC
NEW3,402—+3,402——$1.2M—2026-10-28
Meridian Wealth Management, LLC
UNCHANGED3,3353,33500%$1.1M$1.2M+$26.7K2026-11-05
Essex Bank
INCREASED3,3323,160+172+5%$1.1M$1.2M+$85.6K2026-10-16
WealthPlan Investment Management, LLC
DECREASED3,3263,396-70-2%$1.2M$1.2M+$2.3K2026-10-15
Spire Wealth Management
UNCHANGED3,3043,30400%$1.1M$1.2M+$26.2K2026-10-30
WealthTrust Asset Management, LLC
DECREASED3,3003,340-40-1%$1.1M$1.2M+$12.4K2026-10-22
Journey Beyond Wealth, LLC
INCREASED3,2923,291+1+0%$1.1M$1.2M+$26.4K2026-11-04
RHS Financial, LLC
INCREASED3,2553,161+94+3%$1.1M$1.1M+$58.3K2026-10-13
Pachira Investments Inc.
DECREASED3,2434,031-788-20%$1.4M$1.1M-$245.3K2026-10-14
Golden Bell Financial Planning LLC
INCREASED3,1963,195+1+0%$1.1M$1.1M+$25.5K2026-11-02
Primoris Wealth Advisors, LLC
UNCHANGED3,1533,15300%$1.1M$1.1M+$25.0K2026-10-28
Silverlake Wealth Management LLC
DECREASED3,1203,825-705-18%$1.3M$1.1M-$217.6K2026-10-21
Verdence Capital Advisors LLC
INCREASED3,1032,966+137+5%$1.0M$1.1M+$71.9K2026-10-26
Atwater Malick LLC
UNCHANGED3,0983,09800%$1.1M$1.1M+$24.6K2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED3,0933,09300%$1.1M$1.1M+$24.6K2026-10-15
Focus Financial Network, Inc.
INCREASED3,0792,931+148+5%$1.0M$1.1M+$75.2K2026-10-14
Rodgers & Associates, LTD
UNCHANGED3,0673,06700%$1.1M$1.1M+$24.4K2026-10-20
Evergreen Capital Management LLC
DECREASED3,0433,297-254-8%$1.1M$1.1M-$63.2K2026-10-23
Jacobi Capital Management LLC
UNCHANGED3,0093,00900%$1.0M$1.1M+$23.9K2026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED3,0043,00400%$1.0M$1.1M+$32.6K2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,9892,791+198+7%$959.9K$1.1M+$91.8K2026-10-28
Sowell Financial Services LLC
DECREASED2,9783,125-147-5%$1.1M$1.0M-$26.8K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED2,9582,946+12+0%$1.0M$1.0M+$27.6K2026-10-05
Grandfield & Dodd, LLC
DECREASED2,9555,630-2,675-48%$1.9M$1.0M-$896.5K2026-10-29
Fisher Asset Management, LLC
INCREASED2,943918+2,025+221%$316.0K$1.0M+$719.9K2026-11-06
Breakwater Investment Management
DECREASED2,9393,220-281-9%$1.1M$1.0M-$73.5K2026-10-20
Carnegie Investment Counsel
INCREASED2,9222,920+2+0%$1.0M$1.0M+$23.8K2026-10-20
Trust Co of Vermont
UNCHANGED2,9202,92000%$1.0M$1.0M+$23.2K2026-10-21
GEN Financial Management, Inc.
UNCHANGED2,9042,90400%$998.7K$1.0M+$23.1K2026-10-13
Breakwater Capital Group
DECREASED2,8762,878-20%$989.8K$1.0M+$22.1K2026-10-09
Old Mission Investment Co LLC
DECREASED2,8682,880-120%$990.4K$1.0M+$18.6K2026-10-22
Acorn Financial Advisory Services Inc
DECREASED2,8573,447-590-17%$1.2M$1.0M-$180.2K2026-11-02
Clarity Capital Advisors, LLC
INCREASED2,8522,844+8+0%$978.2K$1.0M+$25.1K2026-10-27
Equity Wealth Partners, LLC
INCREASED2,8402,606+234+9%$896.4K$999.4K+$103.0K2026-10-26
Traphagen Investment Advisors LLC
INCREASED2,8342,775+59+2%$954.2K$997.2K+$43.0K2026-10-14
Quartz Partners, LLC
INCREASED2,8132,037+776+38%$700.5K$989.8K+$289.2K2026-11-03
Values Added Financial LLC
UNCHANGED2,8012,80100%$963.3K$985.5K+$22.2K2026-10-28
RCS Financial Planning, LLC
UNCHANGED2,7812,78100%$956.4K$978.5K+$22.1K2026-10-14
Opus Capital Group, LLC
UNCHANGED2,7642,76400%$951.0K$973-$950.0K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED2,7572,789-32-1%$959.3K$970.2K+$10.9K2026-10-13
Root Financial Partners, LLC
DECREASED2,7353,008-273-9%$1.0M$962.2K-$72.2K2026-10-21
CGC Financial Services, LLC
UNCHANGED2,7312,73100%$939.2K$960.9K+$21.7K2026-10-13
Fee-Only Financial Planning, L.C.
DECREASED2,7052,850-145-5%$980.1K$951.7K-$28.4K2026-10-23
Compass Ion Advisors, LLC
INCREASED2,6952,659+36+1%$914.5K$948.2K+$33.8K2026-10-23
Bailard, Inc.
UNCHANGED2,6482,64800%$910.7K$931.7K+$21.0K2026-10-13
Goldstein Advisors, LLC
INCREASED2,6382,628+10+0%$903.8K$928.2K+$24.4K2026-10-15
City State Bank
DECREASED2,6302,728-98-4%$938.2K$925.4K-$12.8K2026-10-20
Rockwood Wealth Management, LLC
UNCHANGED2,6102,61000%$897.7K$918.5K+$20.7K2026-10-27
Grandview Asset Management LLC
DECREASED2,6083,264-656-20%$1.1M$917.8K-$204.7K2026-10-19
Apollon Financial, LLC
UNCHANGED2,5632,56300%$881.4K$901.8K+$20.4K2026-10-23
Arista Wealth Management, LLC
UNCHANGED2,5462,54600%$875.6K$895.8K+$20.2K2026-10-29
Clearview Wealth Management LLC
UNCHANGED2,5192,51900%$866.3K$903.8K+$37.5K2026-10-16
RDA Financial Network
DECREASED2,5112,538-27-1%$872.7K$883.6K+$10.9K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED2,5022,474+28+1%$850.8K$880.2K+$29.4K2026-10-13
Sovran Advisors, LLC
UNCHANGED2,4852,48500%$846.7K$881.5K+$34.8K2026-11-02
Embree Financial Group
DECREASED2,4562,556-100-4%$879.1K$864.3K-$14.9K2026-10-22
Lpwm LLC
DECREASED2,4542,476-22-1%$851.5K$863.4K+$11.9K2026-10-20
Facet Wealth, Inc.
INCREASED2,4502,011+439+22%$691.7K$862.1K+$170.4K2026-11-04
Walkner Condon Financial Advisors LLC
DECREASED2,4372,968-531-18%$1.0M$857.5K-$163.2K2026-11-02
Apollon Wealth Management, LLC
DECREASED2,4332,474-41-2%$851.0K$856.0K+$5.0K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED2,4312,846-415-15%$978.8K$855.3K-$123.4K2026-10-07
Define Financial, LLC
INCREASED2,4212,415+6+0%$830.7K$851.9K+$21.3K2026-10-14
XY Planning Network, Inc.
DECREASED2,4182,421-30%$832.4K$850.8K+$18.3K2026-10-14
Fullerton Advisors, LLC
INCREASED2,4142,409+5+0%$828.6K$849.4K+$20.8K2026-10-14
CGN Advisors LLC
DECREASED2,4102,459-49-2%$845.7K$848.0K+$2.3K2026-10-21
Riversedge Advisors, LLC
DECREASED2,405147,058-144,653-98%$50.6M$846.1K-$49.7M2026-10-09
Foster Group, Inc.
DECREASED2,4052,419-14-1%$832.0K$846.3K+$14.3K2026-10-13
MBM Wealth Consultants, LLC
UNCHANGED2,3952,39500%$823.7K$842.7K+$19.0K2026-10-20
Bay Capital Advisors, LLC
INCREASED2,3582,356+2+0%$810.2K$829.5K+$19.3K2026-10-16
United Asset Strategies, Inc.
DECREASED2,3562,373-17-1%$816.3K$828.9K+$12.6K2026-10-28
Gateway Investment Advisers LLC
UNCHANGED2,3562,35600%$810.3K$829.0K+$18.7K2026-10-13
Rockland Trust Co
NEW2,355—+2,355——$828.6K—2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED2,3502,346+4+0%$806.7K$826.9K+$20.3K2026-10-29
Triad Wealth Partners, LLC
DECREASED2,3493,559-1,210-34%$1.2M$826.6K-$415.0K2026-10-26
Salomon & Ludwin, LLC
DECREASED2,3252,351-26-1%$807.4K$818.1K+$10.6K2026-10-29
Hardy Reed LLC
DECREASED2,3062,323-17-1%$798.9K$811.4K+$12.5K2026-11-06
Beacon Financial Strategies Corp
UNCHANGED2,2892,28900%$787.2K$805.4K+$18.2K2026-10-14
Essex LLC
DECREASED2,2812,635-354-13%$906.2K$802.6K-$103.6K2026-10-14
Keystone Wealth Services, LLC
INCREASED2,2802,220+60+3%$763.4K$803.2K+$39.8K2026-11-03
Old National Bancorp
UNCHANGED2,2802,28000%$784.1K$802.2K+$18.1K2026-10-20
RFG Advisory, LLC
INCREASED2,2521,677+575+34%$576.7K$792.5K+$215.8K2026-11-03
Associated Banc-Corp
INCREASED2,244625+1,619+259%$214.9K$789.6K+$574.6K2026-10-30
AWM Capital, LLC
DECREASED2,2242,296-72-3%$789.6K$782.5K-$7.1K2026-10-16
BetterWealth, LLC
UNCHANGED2,2082,20800%$759.3K$776.8K+$17.5K2026-10-15
Amicus Financial Advisors, LLC
DECREASED2,1972,364-167-7%$813.1K$773.1K-$40.0K2026-11-03
Norden Group LLC
UNCHANGED2,1832,18300%$750.8K$768.1K+$17.3K2026-10-20
71 West Capital Partners
DECREASED2,1802,295-115-5%$789.3K$767.0K-$22.2K2026-11-04
FF Advisors,LLC
DECREASED2,1692,471-302-12%$849.8K$763.2K-$86.6K2026-10-21
Ariadne Wealth Management, LP
UNCHANGED2,1582,15800%$742.2K$759.3K+$17.1K2026-11-06
Cypress Capital Group
INCREASED2,1551,979+176+9%$680.6K$758.2K+$77.6K2026-11-03
Western Financial Corp
UNCHANGED2,1462,14600%$738.0K$755.1K+$17.0K2026-10-14
New England Private Wealth Advisors LLC
INCREASED2,1391,893+246+13%$644.9K$752.7K+$107.7K2026-10-19
Cathy Pareto & Associates, Inc
INCREASED2,1342,119+15+1%$729.0K$751.0K+$22.0K2026-10-15
Darden Wealth Group Inc
UNCHANGED2,1212,12100%$729.4K$746.3K+$16.8K2026-11-06
Rinkey Investments
UNCHANGED2,1102,11000%$725.7K$742.4K+$16.8K2026-10-28
Winthrop Advisory Group LLC
DECREASED2,0942,194-100-5%$754.4K$736.9K-$17.6K2026-10-22
Rezny Wealth Management, Inc.
DECREASED2,0872,119-32-2%$728.7K$734.3K+$5.6K2026-10-15
CPC Advisors, LLC
NEW2,079—+2,079——$731.5K—2026-10-21
Portland Financial Advisors Inc
INCREASED2,0711,969+102+5%$677.2K$728.7K+$51.5K2026-10-26
Ballast Financial Advisors LLC
INCREASED2,0601,961+99+5%$674.4K$724.9K+$50.5K2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED2,0582,057+1+0%$707.5K$724.0K+$16.6K2026-10-20
Brookstone Capital Management
DECREASED2,0462,624-578-22%$902.5K$719.8K-$182.7K2026-10-22
Signal Advisors Wealth, LLC
INCREASED2,0441,081+963+89%$371.7K$719.3K+$347.6K2026-10-13
Envision Financial LLC
INCREASED2,0032,002+1+0%$688.5K$704.9K+$16.4K2026-10-15
Legacy Edge Advisors, LLC
DECREASED1,9741,975-10%$679.2K$694.6K+$15.3K2026-11-06
Karnit Road Accident Victims Compensation Fund
UNCHANGED1,9501,95000%$670.6K$686.1K+$15.5K2026-11-04
Bensler, LLC
DECREASED1,9481,958-10-1%$673.4K$685.4K+$12.0K2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED1,9421,940+2+0%$667.0K$683.4K+$16.4K2026-11-05
Advantage Trust Co
UNCHANGED1,9301,93000%$663.7K$679.1K+$15.3K2026-10-19
SMI Advisory Services, LLC
INCREASED1,9191,918+1+0%$663.8K$689.3K+$25.5K2026-10-13
Slow Capital, Inc.
DECREASED1,9021,936-34-2%$665.7K$669.2K+$3.5K2026-10-23
Certuity, LLC
UNCHANGED1,8971,89700%$652.4K$667.5K+$15.1K2026-11-02
Burk Holdings LLC
UNCHANGED1,8771,87700%$645.5K$660.4K+$14.9K2026-11-05
Heritage Family Offices, LLP
INCREASED1,8551,340+515+38%$460.8K$652.7K+$191.8K2026-11-02
Waters Parkerson & Co., LLC
UNCHANGED1,8441,84400%$634.1K$648.7K+$14.6K2026-11-04
IFG Advisors, LLC
UNCHANGED1,8261,82600%$628.0K$642.5K+$14.5K2026-10-15
PUREfi Wealth, LLC
UNCHANGED1,8071,80700%$621.4K$635.8K+$14.3K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED1,8041,330+474+36%$272.2K$638-$271.5K2026-11-04
Evolution Advisers, Inc.
DECREASED1,8031,816-13-1%$624.0K$639.9K+$15.9K2026-11-06
Eastern Bank
DECREASED1,7801,846-66-4%$634.9K$626.3K-$8.6K2026-10-05
Aletheian Wealth Advisors LLC
UNCHANGED1,7711,77100%$609.1K$623.1K+$14.1K2026-10-08
CoreCap Advisors, LLC
DECREASED1,7651,965-200-10%$675.6K$621.2K-$54.4K2026-10-08
Junk Investment Group, LLC
DECREASED1,7631,831-68-4%$629.5K$620.3K-$9.2K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED1,7631,76300%$606.3K$620.3K+$14.0K2026-10-15
Flagship Wealth Advisors, LLC
INCREASED1,7531,396+357+26%$480.1K$616.8K+$136.7K2026-11-03
Weaver Consulting Group
DECREASED1,7421,751-9-1%$602.2K$612.9K+$10.7K2026-10-07
Diversified Trust Co
DECREASED1,7233,289-1,566-48%$1.1M$606.2K-$524.9K2026-11-06
Private Trust Co NA
UNCHANGED1,6881,68800%$580.5K$593.9K+$13.4K2026-10-20
LongView Wealth Management
INCREASED1,6771,676+1+0%$576.6K$590.1K+$13.6K2026-10-19
Stenger Family Office, LLC
UNCHANGED1,6731,67300%$575.4K$600.3K+$24.9K2026-10-22
ETF Store, Inc.
DECREASED1,6701,745-75-4%$600.0K$587.5K-$12.5K2026-10-19
Retirement Planning Co of New England, Inc.
INCREASED1,6541,652+2+0%$568.2K$581.8K+$13.7K2026-10-15
IFC & Insurance Marketing, Inc.
DECREASED1,6131,647-34-2%$566.6K$567.6K+$9992026-10-16
Moss Adams Wealth Advisors LLC
INCREASED1,6131,579+34+2%$543.0K$567.5K+$24.5K2026-10-28
Mitchell Capital Management Co
UNCHANGED1,5951,59500%$548.5K$561.2K+$12.7K2026-10-29
Strategic Blueprint, LLC
INCREASED1,5901,472+118+8%$506.2K$559.4K+$53.2K2026-10-22
True Link Financial Advisors, LLC
DECREASED1,5831,904-321-17%$654.8K$557.0K-$97.8K2026-10-27
PKS Advisory Services, LLC
UNCHANGED1,5791,57900%$542.9K$542.9K$02026-10-26
M.E. Allison & Co., Inc.
INCREASED1,5781,577+1+0%$542.4K$555.1K+$12.7K2026-10-09
Highland Capital Management, LLC
UNCHANGED1,5601,56000%$536.5K$548.9K+$12.4K2026-10-26
Yoder Wealth Management, Inc.
DECREASED1,5551,570-15-1%$539.9K$547.1K+$7.2K2026-10-13
GreatBanc Trust Co
UNCHANGED1,5381,53800%$528.9K$541.1K+$12.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,5371,53700%$528.5K$540.7K+$12.2K2026-10-27
White Lighthouse Investment Management Inc.
DECREASED1,5351,779-244-14%$611.7K$540.0K-$71.7K2026-10-21
First Financial Bank - Trust Division
UNCHANGED1,5291,52900%$525.8K$538.0K+$12.1K2026-10-01
Gerber Kawasaki Wealth & Investment Management
INCREASED1,4951,211+284+23%$416.7K$526.2K+$109.6K2026-10-29
Index Fund Advisors, Inc.
INCREASED1,4951,494+1+0%$513.9K$525.9K+$12.1K2026-11-05
Indivisible Partners
INCREASED1,4941,256+238+19%$432.0K$525.7K+$93.7K2026-10-26
Legacy Financial Group, Inc.
UNCHANGED1,4931,49300%$513.5K$525.3K+$11.9K2026-10-21
Oak Harvest Investment Services
INCREASED1,4851,481+4+0%$509.4K$522.5K+$13.1K2026-10-20
Delta Financial Advisors LLC
INCREASED1,4841,483+1+0%$509.9K$522.2K+$12.3K2026-10-27
Stanley-Laman Group, Ltd.
UNCHANGED1,4691,46900%$505.3K$517.0K+$11.7K2026-10-20
Woodward Financial Advisors, Inc.
UNCHANGED1,4651,46500%$503.8K$515.5K+$11.6K2026-10-19
WealthCare Investment Partners, LLC
DECREASED1,4521,461-9-1%$502.4K$511.0K+$8.6K2026-11-05
Verus Capital Partners, LLC
INCREASED1,4491,408+41+3%$484.4K$509.9K+$25.5K2026-11-03
Hudson Oak Wealth Advisory LLC
INCREASED1,4461,382+64+5%$475.3K$508.8K+$33.5K2026-10-16
Beacon Wealthcare LLC
UNCHANGED1,4451,44500%$497.0K$508.4K+$11.5K2026-10-02
Abacus Wealth Partners, LLC
DECREASED1,4431,511-68-4%$519.6K$507.7K-$11.9K2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED1,4411,44100%$495.6K$507.0K+$11.4K2026-10-22
Gradient Investments LLC
NEW1,436—+1,436——$505.3K—2026-10-08
Legacy Trust
UNCHANGED1,4351,43500%$493.5K$499.5K+$5.9K2026-11-06
Financial Futures Ltd Liability Co.
DECREASED1,4251,439-14-1%$494.9K$501.3K+$6.5K2026-10-13
Claro Advisors Inc.
DECREASED1,4121,511-99-7%$519.6K$496.8K-$22.8K2026-11-02
Archvest Wealth Advisors, Inc.
INCREASED1,4091,406+3+0%$483.4K$495.6K+$12.2K2026-10-29
Factor Wealth Management LTD
INCREASED1,4041,250+154+12%$429.8K$494.2K+$64.4K2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED1,3951,394+1+0%$479.5K$490.7K+$11.1K2026-10-09
My Personal CFO, LLC
UNCHANGED1,3911,39100%$478.2K$489.3K+$11.0K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED1,3901,387+3+0%$477.0K$489.1K+$12.2K2026-11-06
Acima Private Wealth, LLC
UNCHANGED1,3801,38000%$474.6K$485.6K+$11.0K2026-10-05
Redwood Financial Network Corp
DECREASED1,3631,418-55-4%$487.7K$479.6K-$8.1K2026-11-03
Oak Asset Management, LLC
UNCHANGED1,3611,36100%$468.1K$478.9K+$10.8K2026-10-13
HUB Investment Partners, LLC
INCREASED1,3471,329+18+1%$457.1K$473.8K+$16.8K2026-11-03
Quadrant Private Wealth Management, LLC
NEW1,345—+1,345——$473.2K—2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW1,330—+1,330——$468.0K—2026-10-16
Asset Dedication, LLC
INCREASED1,322914+408+45%$314.2K$465.0K+$150.8K2026-11-03
First Heartland Consultants, Inc.
DECREASED1,3181,347-29-2%$463.2K$463.7K+$4912026-10-08
Beese Fulmer Investment Management, Inc.
INCREASED1,3171,148+169+15%$394.9K$463.4K+$68.5K2026-10-23
BKM Wealth Management, LLC
INCREASED1,3131,082+231+21%$372.1K$462.0K+$89.9K2026-10-22
Principle Wealth Partners LLC
UNCHANGED1,3101,31000%$450.6K$461.1K+$10.5K2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED1,3071,30700%$449.5K$459.9K+$10.4K2026-10-20
Trust Co of the South
DECREASED1,2981,482-184-12%$509.7K$456.7K-$53.0K2026-10-21
Wellington Grp LLC
DECREASED1,2961,434-138-10%$493.2K$456.0K-$37.2K2026-11-06
Creative Financial Designs Inc
DECREASED1,2931,592-299-19%$547.6K$454.9K-$92.7K2026-11-04
Wedgewood Investors Inc
UNCHANGED1,2871,28700%$442.6K$452.8K+$10.2K2026-10-28
Griffith & Werner, Inc.
UNCHANGED1,2791,27900%$440.0K$450.0K+$10.0K2026-11-04
Tanager Wealth Management LLP
INCREASED1,255795+460+58%$273.4K$441.6K+$168.2K2026-10-19
Greenwood Capital Associates LLC
UNCHANGED1,2501,25000%$429.9K$439.8K+$9.9K2026-10-27
Crescent Grove Advisors, LLC
UNCHANGED1,2461,24600%$428.6K$438.4K+$9.8K2026-10-21
Fifth Third Wealth Advisors LLC
UNCHANGED1,2301,23000%$422.9K$432.6K+$9.8K2026-10-22
KFA Private Wealth Group, LLC
DECREASED1,2211,413-192-14%$485.9K$429.6K-$56.3K2026-10-07
Barlow Wealth Partners, LLC
UNCHANGED1,2201,22000%$418.9K$438.7K+$19.8K2026-10-15
SkyOak Wealth, LLC
INCREASED1,2171,203+14+1%$413.7K$428.2K+$14.5K2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED1,2141,135+79+7%$390.3K$427.1K+$36.8K2026-11-02
BridgePort Financial Solutions, LLC
DECREASED1,2121,226-14-1%$421.6K$426.4K+$4.8K2026-11-02
Global Wealth Strategies & Associates
NEW1,209—+1,209——$425.4K—2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED1,2091,162+47+4%$399.6K$425.4K+$25.8K2026-10-05
Ironsides Asset Advisors, LLC
UNCHANGED1,2001,20000%$412.7K$422.2K+$9.5K2026-10-20
Courage Miller Partners, LLC
DECREASED1,1871,219-32-3%$419.2K$417.6K-$1.6K2026-10-21
Detalus Advisors, LLC
INCREASED1,1791,145+34+3%$393.8K$414.8K+$21.1K2026-10-15
Carret Asset Management, LLC
UNCHANGED1,1791,17900%$405.5K$414.8K+$9.4K2026-11-04
Stone Loft Wealth Management LLC
INCREASED1,1711,168+3+0%$406.0K$411.9K+$5.9K2026-11-03
Goelzer Investment Management, Inc.
UNCHANGED1,1621,16200%$399.6K$408.9K+$9.2K2026-10-16
Peterson Wealth Advisors, LLC
DECREASED1,1541,276-122-10%$438.8K$406.1K-$32.7K2026-10-08
Droms Strauss Advisors Inc
DECREASED1,1501,642-492-30%$564.7K$404.6K-$160.1K2026-11-03
Valmark Advisers, Inc.
UNCHANGED1,1411,14100%$392.4K$401.5K+$9.1K2026-11-06
Revolve Wealth Partners, LLC
INCREASED1,1401,139+1+0%$391.9K$401.0K+$9.1K2026-10-23
Regions Financial Corp
INCREASED1,1331,108+25+2%$381.1K$398.6K+$17.6K2026-11-05
Integrity Alliance, Llc.
INCREASED1,1271,039+88+8%$357.3K$396.6K+$39.3K2026-10-29
Ares Financial Consulting, LLC
UNCHANGED1,1251,12500%$386.9K$395.8K+$8.9K2026-10-19
Magnus Financial Group LLC
NEW1,118—+1,118——$393.3K—2026-10-21
Newton One Investments LLC
DECREASED1,1171,199-82-7%$412.3K$393.0K-$19.3K2026-10-14
Maia Wealth LLC
INCREASED1,102898+204+23%$309.0K$387.9K+$78.9K2026-10-19
Prosperity Planning, Inc.
DECREASED1,1021,192-90-8%$409.9K$387.7K-$22.2K2026-10-09
Crescent Sterling, Ltd.
DECREASED1,1001,200-100-8%$412.7K$387.0K-$25.7K2026-10-16
Altiora Financial Group, LLC
UNCHANGED1,1001,10000%$378.3K$387.0K+$8.7K2026-11-04
Meridian Financial Advisors, LLC
UNCHANGED1,1001,10000%$378.3K$387.0K+$8.7K2026-10-14
Creekside Partners
DECREASED1,0891,200-111-9%$412.7K$383.2K-$29.5K2026-11-04
Blvd Private Wealth, LLC
UNCHANGED1,0851,08500%$373.1K$381.8K+$8.6K2026-10-14
Town Capital LLC
UNCHANGED1,0791,07900%$371.1K$379.6K+$8.6K2026-11-03
Confluence Wealth Services, Inc.
DECREASED1,0781,101-23-2%$378.6K$379.3K+$6502026-11-05
BlueChip Wealth Advisors LLC
UNCHANGED1,0721,07200%$368.7K$377.2K+$8.5K2026-11-03
Piscataqua Savings Bank
DECREASED1,0671,267-200-16%$435.7K$375.4K-$60.3K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED1,063783+280+36%$269.3K$374.0K+$104.7K2026-10-29
William Howard & Co Financial Advisors Inc
INCREASED1,0591,057+2+0%$363.4K$372.8K+$9.3K2026-11-04
Ascent Group, LLC
DECREASED1,0571,163-106-9%$400.0K$371.9K-$28.1K2026-10-30
Polaris Financial Partners
NEW1,050—+1,050——$372—2026-10-02
Wealthcare Capital Management LLC
UNCHANGED1,0501,05000%$361.1K$369.4K+$8.3K2026-10-21
SBI Securities Co., Ltd.
INCREASED1,049866+183+21%$297.8K$369.1K+$71.3K2026-10-22
Titleist Asset Management, LLC
DECREASED1,0481,076-28-3%$370.2K$368.9K-$1.3K2026-10-08
Summit Global Investments
INCREASED1,037817+220+27%$281.0K$365-$280.6K2026-10-28
Next Level Private LLC
INCREASED1,0341,031+3+0%$354.7K$363.8K+$9.1K2026-10-20
Prospect Financial Group LLC
UNCHANGED1,0291,02900%$354.0K$362.2K+$8.2K2026-11-05
Heritage Investors Management Corp
UNCHANGED1,0261,02600%$353.0K$361-$352.6K2026-10-29
Calamos Wealth Management LLC
UNCHANGED1,0241,02400%$352.0K$360.3K+$8.3K2026-11-02
Private Advisory Group LLC
UNCHANGED1,0221,02200%$351.5K$359.6K+$8.1K2026-11-06
Allodium Investment Consultants, LLC
DECREASED1,0181,071-53-5%$368.5K$358.2K-$10.3K2026-10-14
Physician Wealth Solutions Inc.
UNCHANGED1,0151,01500%$349.1K$357.1K+$8.1K2026-10-14
Lazari Capital Management, Inc.
INCREASED1,0141,011+3+0%$347.8K$356.7K+$8.9K2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED1,0121,010+2+0%$347.5K$356.1K+$8.6K2026-10-16
Smith Salley Wealth Management
DECREASED1,0041,090-86-8%$375.0K$353.4K-$21.6K2026-11-03
Avestar Capital, LLC
DECREASED1,0003,547-2,547-72%$1.2M$351.9K-$868.0K2026-10-28
Coquina Private Wealth LLC
DECREASED1,0001,982-982-50%$681.6K$351.9K-$329.8K2026-10-27
CMH Wealth Management LLC
UNCHANGED1,0001,00000%$343.9K$351.9K+$7.9K2026-10-22
Great Lakes Advisors, LLC
INCREASED995877+118+13%$301.6K$350.1K+$48.5K2026-11-06
Riverwater Partners LLC
DECREASED986997-11-1%$342.9K$346.9K+$4.0K2026-11-03
TCP Asset Management, LLC
DECREASED9841,045-61-6%$359.4K$349.3K-$10.1K2026-10-14
Gamma Investing LLC
UNCHANGED98398300%$338.1K$345.9K+$7.8K2026-10-08
Willow Creek Wealth Management Inc.
DECREASED975993-18-2%$341.5K$343.1K+$1.6K2026-10-26
Onyx Bridge Wealth Group LLC
NEW972—+972——$342.0K—2026-10-16
Grey Fox Wealth Advisors, LLC
NEW965—+965——$339.5K—2026-11-03
JFS Wealth Advisors, LLC
DECREASED963975-12-1%$335.4K$338.7K+$3.3K2026-11-03
Shayne & Jacobs, LLC
INCREASED960724+236+33%$249.0K$337.8K+$88.8K2026-10-21
Green Ridge Wealth Planning LLC
UNCHANGED96096000%$330.2K$337.8K+$7.6K2026-10-08
TSA Wealth Managment LLC
UNCHANGED95295200%$327.4K$335.0K+$7.6K2026-10-22
IFP Advisors, Inc
INCREASED949806+143+18%$277.2K$333.9K+$56.7K2026-10-16
Aerodigm Wealth, LLC
DECREASED9451,019-74-7%$350.4K$332.5K-$17.9K2026-10-16
Dynamic Financial Group
INCREASED945943+2+0%$324.2K$332.4K+$8.2K2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED94594500%$325.0K$332.5K+$7.5K2026-10-23
Guild Investment Management, Inc.
DECREASED9441,044-100-10%$359.0K$332.1K-$26.9K2026-11-03
Waller Financial Planning Group, Inc
INCREASED943769+174+23%$264.5K$331.9K+$67.4K2026-10-07
Arbor Investment Advisors, LLC
UNCHANGED93993900%$322.9K$330.4K+$7.5K2026-10-26
Angeles Wealth Management, LLC
DECREASED9344,506-3,572-79%$1.5M$328.6K-$1.2M2026-10-26
Valtinson Bruner Financial Planning LLC
UNCHANGED92892800%$319.1K$326.5K+$7.4K2026-11-02
Elevated Financial Group LLC
DECREASED927956-29-3%$328.8K$326.2K-$2.6K2026-10-16
Mallini Complete Financial Planning LLC
UNCHANGED92592500%$318.1K$325.5K+$7.3K2026-10-06
Occidental Asset Management, LLC
NEW924—+924——$325.1K—2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED917898+19+2%$308.7K$322.5K+$13.8K2026-11-05
Global Assets Advisory, LLC
UNCHANGED91091000%$313.3K$325.1K+$11.8K2026-10-28
Three Bridge Wealth Advisors, LLC
UNCHANGED90790700%$311.9K$319.1K+$7.2K2026-11-05
Certified Advisory Corp
INCREASED901899+2+0%$309.1K$316.9K+$7.7K2026-10-29
Csenge Advisory Group
DECREASED900909-9-1%$312.7K$316.6K+$4.0K2026-11-04
SmartHarvest Portfolios, LLC
NEW899—+899——$316.3K—2026-10-26
Clayton Financial Group LLC
INCREASED899648+251+39%$222.8K$316.3K+$93.5K2026-10-13
Briaud Financial Planning Inc
UNCHANGED89489400%$307.5K$314.6K+$7.1K2026-10-20
Successful Portfolios LLC
INCREASED886885+1+0%$307.6K$316.9K+$9.3K2026-10-09
Welch & Forbes LLC
UNCHANGED88488400%$304.0K$311.0K+$7.0K2026-11-04
Koshinski Asset Management, Inc.
INCREASED881855+26+3%$294.0K$310.0K+$15.9K2026-10-29
Connecticut Wealth Management, LLC
DECREASED881891-10-1%$306.4K$310.0K+$3.6K2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED87587500%$301.0K$308.0K+$7.0K2026-10-16
Horst & Graben Wealth Management LLC
UNCHANGED87087000%$298.7K$306.0K+$7.3K2026-11-02
TL Private Wealth
INCREASED868866+2+0%$298.2K$311.8K+$13.5K2026-10-13
Sachem Hill LLC
UNCHANGED86686600%$297.8K$304.6K+$6.9K2026-10-14
Triumph Capital Management
DECREASED8651,095-230-21%$376.6K$304.2K-$72.3K2026-10-14
Williams Jones Wealth Management, Llc.
UNCHANGED86386300%$296.8K$303.6K+$6.9K2026-11-05
Cooper Financial Group
DECREASED860864-40%$297.2K$302.7K+$5.5K2026-10-07
Haven Private, LLC
UNCHANGED85885800%$295.1K$301.9K+$6.8K2026-10-27
Compass Planning Associates Inc
INCREASED853851+2+0%$292.7K$300.3K+$7.5K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED85385300%$293.4K$300.3K+$6.9K2026-10-14
NBT Bank, N.A.
UNCHANGED85385300%$293.4K$300.1K+$6.8K2026-10-21
Cornerstone Management, Inc.
DECREASED8511,184-333-28%$407.2K$299.4K-$107.8K2026-10-16
Thayer Financial, L.L.C.
UNCHANGED85085000%$292.5K$299.7K+$7.2K2026-10-21
United Advisor Group, LLC
DECREASED849869-20-2%$298.9K$298.7K-$1372026-11-03
Univest Financial Corp
UNCHANGED84384300%$289.9K$296.6K+$6.7K2026-11-05
SilverOak Wealth Management LLC
UNCHANGED84284200%$289.6K$296.3K+$6.7K2026-10-29
Avion Wealth
INCREASED835834+1+0%$286.0K$293-$285.7K2026-11-04
Noesis Capital Mangement Corp
DECREASED8301,005-175-17%$345.7K$292.1K-$53.6K2026-10-26
Independent Wealth Network Inc.
DECREASED830958-128-13%$329.4K$291.9K-$37.5K2026-10-19
25 LLC
DECREASED830887-57-6%$305.2K$292.2K-$13.0K2026-10-13
MY Wealth Management Inc.
DECREASED8291,102-273-25%$379.0K$291.7K-$87.3K2026-10-21
Aviance Capital Partners, LLC
INCREASED829786+43+5%$270.3K$291.7K+$21.4K2026-10-29
Cowa, LLC
UNCHANGED82982900%$285.1K$291.7K+$6.6K2026-10-30
EverSource Wealth Advisors, LLC
UNCHANGED82482400%$283.4K$289.9K+$6.5K2026-11-04
Revisor Wealth Management LLC
DECREASED8231,003-180-18%$344.9K$289.6K-$55.3K2026-10-20
Schaeffer Financial LLC
UNCHANGED81481400%$279.9K$286.4K+$6.5K2026-10-23
Schneider Downs Wealth Management Advisors, LP
DECREASED810821-11-1%$282.4K$285.0K+$2.6K2026-10-27
GC Wealth Management RIA, LLC
UNCHANGED81081000%$278.6K$285.0K+$6.4K2026-11-02
Hopwood Financial Services, Inc.
UNCHANGED80580500%$276.8K$283.2K+$6.4K2026-10-29
Verum Partners LLC
UNCHANGED80580500%$276.8K$283.2K+$6.4K2026-10-21
Duncker Streett & Co Inc
INCREASED800794+6+1%$273.1K$281.5K+$8.4K2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED80080000%$275.1K$281.5K+$6.4K2026-10-27
Roxbury Financial LLC
DECREASED796855-59-7%$294.1K$280.1K-$13.9K2026-10-01
Portside Wealth Group, LLC
DECREASED7925,336-4,544-85%$1.8M$278.7K-$1.6M2026-10-20
First Merchants Corp
DECREASED789839-50-6%$288.5K$277.6K-$10.9K2026-10-15
AAF Wealth Management, LLC
UNCHANGED78978900%$271.5K$277.7K+$6.3K2026-10-28
Heritage Investment Group, Inc.
UNCHANGED78778700%$270.7K$276.9K+$6.2K2026-11-03
Arlington Trust Co LLC
UNCHANGED78378300%$269.3K$275.5K+$6.2K2026-10-20
Oarsman Capital, Inc.
DECREASED778788-10-1%$271.0K$273.7K+$2.7K2026-11-05
Goodman Advisory Group, LLC
UNCHANGED77777700%$267.2K$273.4K+$6.2K2026-11-02
Mycio Wealth Partners, LLC
UNCHANGED77777700%$267.2K$273.4K+$6.2K2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED7761,113-337-30%$385.5K$277.1K-$108.4K2026-10-13
Visionary Wealth Advisors
DECREASED772784-12-2%$269.5K$271.5K+$2.0K2026-11-04
Triune Financial Partners, LLC
INCREASED763761+2+0%$261.9K$268.6K+$6.7K2026-11-03
Main Street Group, LTD
DECREASED761779-18-2%$267.9K$267.8K-$1482026-10-28
Salem Investment Counselors Inc
UNCHANGED76176100%$261.7K$267.8K+$6.0K2026-10-13
Kanawha Capital Management LLC
UNCHANGED75875800%$260.7K$266.7K+$6.0K2026-10-19
Bryn Mawr Trust Advisors, LLC
INCREASED757755+2+0%$259.6K$266.2K+$6.6K2026-11-04
Landmark Wealth Management, LLC
INCREASED757756+1+0%$260.1K$266.4K+$6.3K2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED75775700%$260.2K$266.2K+$6.0K2026-10-16
Klingman & Associates, LLC
UNCHANGED75375300%$259.0K$264.9K+$6.0K2026-10-20
Parisi Gray Wealth Management
INCREASED747745+2+0%$256.1K$262.7K+$6.6K2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED74374300%$255.5K$261.4K+$5.9K2026-10-13
Diversified Portfolios, Inc.
UNCHANGED74174100%$254.8K$260.7K+$5.9K2026-11-04
First Citizens Bank & Trust Co
DECREASED739765-26-3%$263.1K$260.0K-$3.1K2026-10-14
Sentinel Pension Advisors, LLC
UNCHANGED73873800%$252.4K$259.7K+$7.3K2026-11-02
Michels Family Financial, LLC
DECREASED736768-32-4%$264.0K$259.1K-$5.0K2026-11-02
Anson Capital, Inc.
UNCHANGED73273200%$251.7K$257.6K+$5.8K2026-10-23
Midwest Professional Planners, Ltd.
UNCHANGED73073000%$251.1K$256.9K+$5.8K2026-10-29
Allegheny Financial Group
NEW729—+729——$256.6K—2026-11-05
Investment Research Partners LLC
UNCHANGED72772700%$250.0K$255.8K+$5.8K2026-10-19
Avail Investment Partners, LLC
UNCHANGED72772700%$250.0K$255.8K+$5.8K2026-10-16
ACT Advisors, Llc.
INCREASED726724+2+0%$249.1K$255.5K+$6.4K2026-10-15
TTP Investments, Inc.
INCREASED726724+2+0%$249.2K$255.3K+$6.2K2026-10-30
Southern Financial Group, LLC
UNCHANGED72572500%$249.3K$255.1K+$5.8K2026-10-30
Acorn Wealth Advisors, LLC
INCREASED716657+59+9%$226.0K$251.9K+$25.9K2026-10-19
Sylvest Advisors, LLC
UNCHANGED71071000%$244.2K$249.9K+$5.6K2026-10-26
MBA Advisors LLC
DECREASED704805-101-13%$276.8K$247.7K-$29.1K2026-10-29
Braun-Bostich & Associates Inc.
UNCHANGED70470400%$242.1K$247.7K+$5.6K2026-10-20
Fonville Wealth Management LLC
UNCHANGED70270200%$241.4K$247.0K+$5.6K2026-10-28
Carolina Wealth Management Inc
UNCHANGED70070000%$240.7K$246.3K+$5.6K2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED697653+44+7%$224.7K$245.3K+$20.7K2026-10-13
Busey Bank
DECREASED696772-76-10%$265.5K$244.9K-$20.6K2026-10-26
Horizon Wealth Management, LLC
UNCHANGED69569500%$239.0K$244.5K+$5.5K2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
NEW694—+694——$244.2K—2026-10-29
Fragasso Financial Advisors Inc
INCREASED689687+2+0%$236.2K$247.3K+$11.1K2026-10-13
Byrne Asset Management LLC
DECREASED687694-7-1%$238.7K$242.1K+$3.4K2026-10-06
Prevail Innovative Wealth Advisors, LLC
NEW686—+686——$246.0K—2026-10-20
Bourgeon Capital Management LLC
UNCHANGED68668600%$235.9K$241.4K+$5.4K2026-10-19
BNC Wealth Management, LLC
UNCHANGED67767700%$232.8K$238.2K+$5.4K2026-10-19
Golden State Wealth Management, LLC
UNCHANGED67467400%$232.0K$237.3K+$5.4K2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED672683-11-2%$234.9K$236.4K+$1.6K2026-11-04
Mission Financial Group, LLC
NEW669—+669——$235.4K—2026-10-21
Everhart Financial Group, Inc.
INCREASED668666+2+0%$229.0K$235.1K+$6.0K2026-10-08
DecisionPoint Financial, LLC
DECREASED667719-52-7%$246.9K$235.1K-$11.9K2026-10-27
SteelPeak Wealth, LLC
DECREASED6661,293-627-48%$444.6K$234.2K-$210.3K2026-10-16
WealthPLAN Partners, LLC
UNCHANGED66666600%$229.0K$234.3K+$5.3K2026-10-15
Solstein Capital, LLC
UNCHANGED66566500%$228.7K$234.0K+$5.3K2026-11-02
Rubicon Advisors, GP
INCREASED664639+25+4%$219.8K$233.6K+$13.9K2026-10-23
Level Four Advisory Services, LLC
DECREASED661783-122-16%$269.5K$232.8K-$36.7K2026-11-06
Accredited Investor Services, LLC
NEW653—+653——$229.8K—2026-10-22
Narus Financial Partners, LLC
DECREASED650750-100-13%$257.9K$228.7K-$29.2K2026-10-19
Howland Capital Management LLC
UNCHANGED65065000%$223.5K$228.7K+$5.2K2026-10-22
Able Wealth Management LLC
NEW649—+649——$232.1K—2026-10-13
Woodmont Investment Counsel LLC
UNCHANGED64764700%$222.5K$227.6K+$5.1K2026-10-29
Precedent Wealth Partners, LLC
NEW642—+642——$225.9K—2026-10-21
Meredith Wealth Planning
UNCHANGED63663600%$218.7K$223.8K+$5.1K2026-10-14
Telos Capital Management, Inc.
NEW634—+634——$223.1K—2026-11-02
Accredited Investors Inc.
DECREASED633659-26-4%$226.6K$222.7K-$3.9K2026-11-03
PFG Advisors
DECREASED6311,031-400-39%$354.6K$222.0K-$132.6K2026-10-16
Kingsman Wealth Management, Inc.
INCREASED631630+1+0%$216.6K$222.2K+$5.6K2026-10-13
Beacon Investment Advisory Services, Inc.
INCREASED630585+45+8%$201.3K$221.8K+$20.5K2026-10-13
Clark Asset Management, LLC
DECREASED630671-41-6%$230.8K$221.7K-$9.1K2026-10-19
Milestone Asset Management Group, LLC
UNCHANGED63063000%$216.6K$221.6K+$5.0K2026-10-20
Accurate Wealth Management, LLC
UNCHANGED62962900%$218.7K$225.7K+$7.0K2026-10-20
Innovative Wealth Building LLC
DECREASED6261,108-482-43%$381.1K$220.1K-$161.0K2026-10-14
Dutch Asset Corp
INCREASED625600+25+4%$206.3K$219.9K+$13.6K2026-10-20
Strategic Wealth Investment Group, LLC
NEW621—+621——$218.5K—2026-10-29
Whitegate Investment Counselors, Inc.
DECREASED619627-8-1%$215.7K$217.7K+$2.0K2026-11-02
SpringVest Wealth Management LLC
UNCHANGED61661600%$211.8K$216.7K+$4.9K2026-10-27
Three Magnolias Financial Advisors, LLC
UNCHANGED61061000%$209.8K$214.6K+$4.8K2026-10-14
Marquette Asset Management, LLC
DECREASED607612-5-1%$210.5K$213.6K+$3.1K2026-10-09
Griffin Asset Management, Inc.
UNCHANGED60360300%$207.4K$212.2K+$4.8K2026-10-22
Millennium Capital Advisors, LLC
UNCHANGED60060000%$206.3K$211.1K+$4.8K2026-10-16
Sound Stewardship, LLC
UNCHANGED59759700%$205.4K$210.1K+$4.8K2026-10-14
Financial Partners Group, Inc
NEW596—+596——$209.5K—2026-10-19
Cornerstone Advisory, LLC
DECREASED593651-58-9%$223.9K$208.7K-$15.2K2026-11-06
Pinnacle Bancorp, Inc.
INCREASED593578+15+3%$198.8K$208.6K+$9.9K2026-10-21
Warner Financial, Inc
INCREASED584583+1+0%$200.6K$205.6K+$5.0K2026-11-06
True Private Wealth Advisors
DECREASED582583-10%$200.3K$205.0K+$4.6K2026-10-19
Decker Wealth Management LLC
NEW580—+580——$204.1K—2026-10-09
LJI Wealth Management, LLC
NEW579—+579——$203.7K—2026-10-28
Aprio Wealth Management, LLC
NEW570—+570——$200.6K—2026-10-28
Sound Income Strategies, LLC
DECREASED570649-79-12%$223.1K$203.6K-$19.4K2026-10-09
Russell Investments Group, Ltd.
DECREASED565671-106-16%$230.6K$198.7K-$31.9K2026-11-06
Tompkins Financial Corp
NEW517—+517——$181.9K—2026-10-05
Mogy Joel R Investment Counsel Inc
UNCHANGED50050000%$172.0K$175.9K+$4.0K2026-10-13
Provenance Wealth Advisors, LLC
UNCHANGED49049000%$168.5K$172.4K+$3.9K2026-10-30
Grove Bank & Trust
UNCHANGED48948900%$168.2K$172.1K+$3.9K2026-10-08
GoalVest Advisory LLC
DECREASED481495-14-3%$170.2K$169.2K-$9952026-10-02
Compass Financial Management LLC
UNCHANGED47447400%$168.4K$166.8K-$1.6K2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED47347300%$162.7K$166.5K+$3.8K2026-10-30
Rossmore Private Capital
INCREASED465464+1+0%$159.6K$163.5K+$3.9K2026-10-27
United Financial Planning Group LLC
UNCHANGED46146100%$158.5K$162.2K+$3.7K2026-11-04
Atwood & Palmer Inc
UNCHANGED44844800%$154.1K$157.7K+$3.6K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED439624-185-30%$214.5K$154.4K-$60.1K2026-10-23
Buck Wealth Strategies, LLC
DECREASED434997-563-56%$343.0K$152.7K-$190.3K2026-10-28
Halbert Hargrove Global Advisors, LLC
UNCHANGED42742700%$146.9K$150.2K+$3.4K2026-10-16
Hughes Financial Services, LLC
UNCHANGED41841800%$143.8K$148.3K+$4.5K2026-10-30
Caldwell Trust Co
UNCHANGED40640600%$139.6K$142.9K+$3.2K2026-10-30
First Horizon Corp
UNCHANGED37637600%$129.3K$132.3K+$3.0K2026-10-26
Turtle Creek Wealth Advisors, LLC
UNCHANGED37537500%$129.0K$131.9K+$3.0K2026-10-15
DT Investment Partners, LLC
UNCHANGED36936900%$126.9K$129.8K+$2.9K2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED35335300%$121.4K$124.2K+$2.8K2026-10-21
Dorato Capital Management
UNCHANGED35335300%$122.7K$126.6K+$3.9K2026-10-08
Phillip James Consulting Co.
UNCHANGED34934900%$120.0K$122.8K+$2.8K2026-11-03
Intelligent Financial Strategies
UNCHANGED34634600%$119.0K$121.7K+$2.7K2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED34134100%$117.3K$120.0K+$2.7K2026-10-15
Coastline Trust Co
DECREASED3342,728-2,394-88%$938.2K$117.5K-$820.7K2026-10-01
Colony Family Offices, LLC
UNCHANGED29929900%$102.8K$105.2K+$2.4K2026-10-22
Country Trust Bank
UNCHANGED29629600%$101.8K$104.1K+$2.4K2026-10-30
Bare Financial Services, Inc
UNCHANGED28628600%$98.4K$100.6K+$2.3K2026-11-04
Peterson Wealth Management
INCREASED277276+1+0%$94.9K$97.4K+$2.4K2026-11-06
Reyes Financial Architecture, Inc.
UNCHANGED27227200%$93.5K$95.7K+$2.2K2026-10-22
First Pacific Financial
INCREASED267266+1+0%$91.6K$94.0K+$2.4K2026-10-14
Blue Bell Private Wealth Management, LLC
UNCHANGED26726700%$91.8K$93.9K+$2.1K2026-10-29
Birchwood Financial Partners, Inc.
DECREASED256277-21-8%$95.3K$90.0K-$5.3K2026-11-02
North Point Portfolio Managers Corp
NEW250—+250——$88.0K—2026-10-07
Ashurst Perkins Coie Trust Co
UNCHANGED25025000%$86.0K$88.0K+$2.0K2026-10-15
Granite FO LLC
UNCHANGED24324300%$83.6K$85.5K+$1.9K2026-10-14
Highline Wealth Partners LLC
UNCHANGED23823800%$81.7K$83.7K+$2.0K2026-10-19
Powell Investment Advisors, LLC
UNCHANGED22822800%$78.4K$80.2K+$1.9K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED22022000%$75.7K$77.4K+$1.7K2026-10-19
Financial Management Professionals, Inc.
UNCHANGED20920900%$71.9K$73.5K+$1.7K2026-10-23
Parkside Financial Bank & Trust
INCREASED20836+172+478%$12.4K$73.3K+$61.0K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED208176+32+18%$60.4K$73.8K+$13.5K2026-11-04
Chilton Capital Management LLC
UNCHANGED18918900%$65.0K$66.5K+$1.5K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED18318300%$62.9K$64.4K+$1.5K2026-10-21
Comprehensive Financial Planning, Inc.
UNCHANGED18118100%$62.1K$63.7K+$1.6K2026-10-27
North Star Investment Management Corp.
UNCHANGED17017000%$58.5K$59.8K+$1.3K2026-10-27
Thompson Investment Management, Inc.
UNCHANGED16416400%$56.4K$57.7K+$1.3K2026-10-14
Lynch Investment Planning, LLC
NEW150—+150——$52.8K—2026-10-27
Networth Advisors, LLC
NEW148—+148——$52.2K—2026-11-03
Hoertkorn Richard Charles
UNCHANGED14514500%$49.9K$51.0K+$1.2K2026-11-04
Security National Bank
UNCHANGED14414400%$49.5K$50.7K+$1.1K2026-10-26
Kingdom Financial Group Llc.
DECREASED142437-295-68%$150.3K$50.1K-$100.2K2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED13513500%$46.4K$47.5K+$1.1K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED13313300%$45.7K$46.8K+$1.1K2026-10-15
Elevation Wealth Partners, LLC
NEW131—+131——$46.1K—2026-10-07
Mcdonald Partners LLC
NEW122—+122——$42.9K—2026-11-03
DeDora Capital, Inc.
NEW120—+120——$42.2K—2026-10-26
Vima LLC
UNCHANGED11611600%$39.9K$40.8K+$9212026-10-23
Markowski Investments
UNCHANGED11011000%$37.8K$38.7K+$8742026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW108—+108——$38.0K—2026-10-14
Evolution Wealth Management Inc.
DECREASED106325-219-67%$111.8K$37.3K-$74.5K2026-10-28
Montgomery Financial Services LLC
NEW98—+98——$34.5K—2026-11-03
Westside Investment Management, Inc.
DECREASED98108-10-9%$37.1K$34.5K-$2.7K2026-11-02
SBK Financial, Inc.
UNCHANGED979700%$33.4K$34.1K+$7702026-11-02
Atlantic Edge Private Wealth Management, LLC
UNCHANGED939300%$32.0K$32.7K+$7392026-10-20
Tounjian Advisory Partners, LLC
INCREASED8382+1+1%$28.4K$29.1K+$7292026-11-04
Rosenberg Matthew Hamilton
UNCHANGED808000%$27.5K$28.1K+$6352026-10-05
Hurley Capital, LLC
UNCHANGED797900%$27.3K$28.0K+$7012026-11-05
Valley National Advisers Inc
UNCHANGED696900%$23.7K$24.3K+$5482026-10-23
Key Capital Management, Inc
UNCHANGED606000%$20.6K$21.1K+$4762026-11-03
Archer Investment Corp
UNCHANGED595900%$20.3K$20.8K+$4682026-11-05
Wolff Wiese Magana LLC
UNCHANGED595900%$20.3K$20.8K+$4692026-10-15
Rossby Financial, LCC
INCREASED5852+6+12%$17.9K$20.4K+$2.5K2026-11-05
Quaker Wealth Management, LLC
UNCHANGED545400%$18.6K$19.0K+$4282026-10-22
Whipplewood Advisors, LLC
UNCHANGED535300%$18.2K$18.6K+$4212026-10-20
Signature Equity Partners, LLC
INCREASED5225+27+108%$8.6K$18.3K+$9.7K2026-10-29
Financial Perspectives, Inc
UNCHANGED494900%$16.9K$17.2K+$3892026-11-03
Align Financial, LLC
NEW45—+45——$15.8K—2026-10-16
RMG Wealth Management LLC
UNCHANGED444400%$15.7K$15.5K-$2002026-10-26
Nfsg Corp
NEW39—+39——$13.7K—2026-10-15
Rydar Equities, Inc.
NEW38—+38——$13.7K—2026-10-13
Laurel Wealth Advisors LLC
NEW35—+35——$12.3K—2026-10-27
Birchbrook, Inc.
UNCHANGED323200%$11.0K$11.3K+$2542026-10-14
PFS Partners, LLC
UNCHANGED313100%$10.6K$10.8K+$2722026-10-21
EPG Wealth Management LLC
INCREASED2928+1+4%$9.8K$10.1K+$2522026-11-03
Evermay Wealth Management LLC
UNCHANGED252500%$8.6K$8.8K+$1992026-11-05
Ashton Thomas Securities, LLC
UNCHANGED252500%$8.6K$8.8K+$1982026-10-26
Coston, McIsaac & Partners
UNCHANGED252500%$8$8.8K+$8.8K2026-11-06
Townsend Asset Management Corp
UNCHANGED242400%$8.3K$8.4K+$1912026-10-29
Elevated Capital Advisors, LLC
UNCHANGED232300%$8.0K$8.2K+$2052026-11-04
Wilkerson Advisory Group LLC
DECREASED1761-44-72%$21.0K$6.0K-$15.0K2026-10-20
Vision Financial Markets LLC
UNCHANGED171700%$5.5K$5.7K+$1632026-10-22
Creative Capital Management Investments LLC
UNCHANGED161600%$5.5K$5.6K+$1272026-10-28
Global Trust Asset Management, LLC
UNCHANGED151500%$5.2K$5.3K+$1192026-10-19
Monetary Solutions, Ltd
UNCHANGED151500%$5.2K$5.3K+$1192026-10-22
Morling Financial Advisors, LLC
UNCHANGED151500%$5.2K$5.3K+$1192026-10-28
Planning Strategies Inc.
UNCHANGED141400%$4.8K$4.9K+$1112026-10-02
Central Pacific Bank - Trust Division
UNCHANGED111100%$3.8K$3.9K+$872026-10-06
West Branch Capital LLC
UNCHANGED9900%$3.1K$3.2K+$712026-10-20
Prudent Man Investment Management, Inc.
DECREASED817-9-53%$5.4K$2.8K-$2.5K2026-11-03
Nvwm, LLC
UNCHANGED8800%$2.8K$2.8K+$642026-10-14
Citizens National Bank Trust Department
NEW5—+5——$1.8K—2026-11-04
WestEnd Advisors, LLC
UNCHANGED4400%$1.3K$1.4K+$312026-10-27
GK Wealth Management LLC
NEW3—+3——$1.1K—2026-10-09
Farmers & Merchants Investments Inc
DECREASED225-23-92%$8.6K$704-$7.9K2026-10-22
Cape Investment Advisory, Inc.
UNCHANGED2200%$715$704-$112026-10-13
Axxcess Wealth Management, LLC
CLOSED01,014,136-1,014,136-100%$348.8M$0-$348.8M2026-10-21
Brandywine OAK Private Wealth LLC
CLOSED04,789-4,789-100%$1.6M$0-$1.6M2026-10-23
Centennial Advisors, LLC
CLOSED01,472-1,472-100%$506.2K$0-$506.2K2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED01,340-1,340-100%$460.8K$0-$460.8K2026-10-27
Lynx Investment Advisory
CLOSED0981-981-100%$337.4K$0-$337.4K2026-10-27
Inscription Capital, LLC
CLOSED0914-914-100%$314.4K$0-$314.4K2026-11-02
OpenArc Corporate Advisory, LLC
CLOSED0903-903-100%$310.6K$0-$310.6K2026-10-21
Bison Wealth, LLC
CLOSED0806-806-100%$278.9K$0-$278.9K2026-10-13
Cornerstone Wealth Management, LLC
CLOSED0772-772-100%$265.4K$0-$265.4K2026-11-04
Smith Partners Wealth Management, LLC
CLOSED0694-694-100%$238.7K$0-$238.7K2026-11-05
Orca Investment Management, LLC
CLOSED0598-598-100%$205.6K$0-$205.6K2026-10-29
Kestra Investment Management, LLC
CLOSED0591-591-100%$203.1K$0-$203.1K2026-11-04
Beacon Financial Advisory LLC
CLOSED0588-588-100%$202.3K$0-$202.3K2026-10-16
Strategic Wealth Advisors LLC
CLOSED0562-562-100%$176$0-$1762026-11-06
Midway Capital Research & Management
CLOSED0400-400-100%$137.6K$0-$137.6K2026-10-20
MCF Advisors LLC
CLOSED092-92-100%$31.7K$0-$31.7K2026-10-28
International Assets Investment Management, LLC
CLOSED088-88-100%$30.2K$0-$30.2K2026-11-02
Robinswood Financial LLC
CLOSED081-81-100%$28.0K$0-$28.0K2026-10-20
Institute for Wealth Management, Llc.
CLOSED079-79-100%$27.2K$0-$27.2K2026-11-06
LifeSteps Financial, Inc.
CLOSED067-67-100%$23.0K$0-$23.0K2026-10-15
Simplex Trading, LLC
CLOSED038-38-100%$13.1K$0-$13.1K2026-11-04
Arvest Investments, Inc.
CLOSED020-20-100%$6.9K$0-$6.9K2026-10-21
Tucker Asset Management LLC
CLOSED017-17-100%$5.8K$0-$5.8K2026-10-29
Jones Financial Companies Lllp
N/A—19,222,366-19,222,366-100%$6.5B———
UBS Group AG
N/A—4,070,787-4,070,787-100%$1.4B———
Vanguard Global Advisers, LLC
N/A—4,017,275-4,017,275-100%$1.4B———
Northwestern Mutual Wealth Management Co
N/A—2,831,461-2,831,461-100%$973.8M———
Morgan Stanley
N/A—2,733,000-2,733,000-100%$939.9M———
Bank of America Corp
N/A—2,469,480-2,469,480-100%$849.3M———
Charles Schwab Investment Management Inc
N/A—1,875,177-1,875,177-100%$644.9M———
FMR LLC
N/A—1,515,972-1,515,972-100%$521.4M———
Envestnet Asset Management Inc
N/A—1,507,023-1,507,023-100%$518.3M———
Wells Fargo & Company
N/A—1,451,904-1,451,904-100%$499.3M———
Moneta Group Investment Advisors LLC
N/A—1,429,481-1,429,481-100%$491.6M———
Wealthquest Corp
N/A—1,272,808-1,272,808-100%$437.7M———
Ameriprise Financial Inc
N/A—901,199-901,199-100%$309.9M———
Pathstone Holdings, LLC
N/A—831,081-831,081-100%$285.8M———
Royal Bank of Canada
N/A—792,396-792,396-100%$272.5M———
Voya Financial Advisors, Inc.
N/A—783,877-783,877-100%$267.5M———
Wealthfront Advisers LLC
N/A—734,110-734,110-100%$252.5M———
Mariner, LLC
N/A—582,014-582,014-100%$200.1M———
Wealthspire Advisors, LLC
N/A—530,162-530,162-100%$182.3M———
Cresset Asset Management, LLC
N/A—526,292-526,292-100%$181.0M———
Bleakley Financial Group, LLC
N/A—524,913-524,913-100%$180.5M———
Focus Partners Wealth
N/A—522,651-522,651-100%$179.7M———
Raymond James Financial Inc
N/A—519,808-519,808-100%$178.8M———
Coldstream Capital Management Inc
N/A—440,838-440,838-100%$151.6M———
BlackRock, Inc.
N/A—438,403-438,403-100%$150.8M———
GeoWealth Management, LLC
N/A—434,122-434,122-100%$149.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—416,066-416,066-100%$143.1M———
Cetera Investment Advisers
N/A—396,398-396,398-100%$136.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—387,417-387,417-100%$133.2M———
Ballentine Partners, LLC
N/A—378,686-378,686-100%$130.2M———
Goldman Sachs Group Inc
N/A—350,637-350,637-100%$120.6M———
Truepoint, Inc.
N/A—339,923-339,923-100%$116.9M———
JPMorgan Chase & Co
N/A—324,748-324,748-100%$110.8M———
UBS Asset Management Americas LLC
N/A—300,897-300,897-100%$103.5M———
Norinchukin Bank, The
N/A—300,000-300,000-100%$103.2M———
MML Investors Services, LLC
N/A—293,637-293,637-100%$101.0M———
Osaic Holdings, Inc.
N/A—263,572-263,572-100%$90.7M———
Captrust Financial Advisors
N/A—254,810-254,810-100%$87.6M———
Cerity Partners LLC
N/A—211,164-211,164-100%$72.6M———
Jaffetilchin Investment Partners, LLC
N/A—204,726-204,726-100%$70.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—197,038-197,038-100%$67.8M———
Transamerica Financial Advisors, LLC
N/A—194,320-194,320-100%$66.8M———
TRB Wealth Management, LLC
N/A—190,058-190,058-100%$65.4M———
QRG Capital Management, Inc.
N/A—189,661-189,661-100%$65.2M———
Sunflower Bank, N.A.
N/A—185,626-185,626-100%$63.8M———
Quantinno Capital Management LP
N/A—171,408-171,408-100%$58.9M———
VSM Wealth Advisory, LLC
N/A—166,932-166,932-100%$57.4M———
Mercer Global Advisors Inc
N/A—150,637-150,637-100%$51.8M———
Equitable Holdings, Inc.
N/A—149,692-149,692-100%$51.5M———
Betterment LLC
N/A—147,169-147,169-100%$50.6M———
JMG Financial Group, Ltd.
N/A—145,565-145,565-100%$50.1M———
Rockefeller Capital Management L.P.
N/A—133,137-133,137-100%$45.8M———
AQR Capital Management LLC
N/A—129,676-129,676-100%$44.6M———
Northern Trust Corp
N/A—127,473-127,473-100%$43.8M———
Pure Financial Advisors, LLC
N/A—126,528-126,528-100%$43.5M———
HighTower Advisors, LLC
N/A—117,749-117,749-100%$40.5M———
Haverford Trust Co
N/A—116,422-116,422-100%$40.0M———
Sanctuary Advisors, LLC
N/A—114,745-114,745-100%$39.5M———
SCS Capital Management LLC
N/A—112,499-112,499-100%$38.7M———
Leavell Investment Management, Inc.
N/A—109,988-109,988-100%$37.8M———
IEQ Capital, LLC
N/A—103,393-103,393-100%$35.6M———
Janney Montgomery Scott LLC
N/A—97,994-97,994-100%$33.7M———
Tiaa Trust, National Association
N/A—97,339-97,339-100%$33.5M———
Roble, Belko & Company, Inc
N/A—94,428-94,428-100%$32.5M———
Miller Investment Management, LP
N/A—90,501-90,501-100%$31.1M———
TD Capital Management LLC
N/A—88,001-88,001-100%$30.3M———
Beacon Pointe Advisors, LLC
N/A—87,869-87,869-100%$30.2M———
NewEdge Advisors, LLC
N/A—85,041-85,041-100%$29.2M———
Modern Wealth Management, LLC
N/A—83,248-83,248-100%$28.6M———
Natixis Advisors, LLC
N/A—80,088-80,088-100%$27.5M———
United Capital Financial Advisors, LLC
N/A—79,977-79,977-100%$27.5M———
&partners
N/A—78,507-78,507-100%$27.0M———
NewEdge Wealth, LLC
N/A—75,712-75,712-100%$26.0M———
AssuredPartners Investment Advisors, LLC
N/A—72,462-72,462-100%$24.9M———
Trustmark Bank Trust Department
N/A—68,968-68,968-100%$23.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—63,953-63,953-100%$22.0M———
Alliancebernstein L.P.
N/A—61,058-61,058-100%$18.2M———
Whittier Trust Co of Nevada Inc
N/A—59,000-59,000-100%$20.3M———
Proffitt & Goodson Inc
N/A—55,299-55,299-100%$19.0M———
Madison Asset Management, LLC
N/A—53,398-53,398-100%$18.4M———
Sequoia Financial Advisors, LLC
N/A—53,392-53,392-100%$18.4M———
Smithfield Trust Co
N/A—53,178-53,178-100%$18.3M———
IF Advisors, LLC
N/A—53,135-53,135-100%$18.3M———
Riverpoint Wealth Management Holdings, LLC
N/A—51,059-51,059-100%$17.6M———
Stifel Financial Corp
N/A—49,813-49,813-100%$17.1M———
Headinvest, LLC
N/A—49,037-49,037-100%$16.9M———
Cary Street Partners Financial LLC
N/A—49,025-49,025-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—48,648-48,648-100%$16.7M———
Tiaa Wealth Investment Management LLC
N/A—48,206-48,206-100%$16.4M———
Baird Financial Group, Inc.
N/A—47,644-47,644-100%$16.4M———
Alesco Advisors, LLC, An ESL Co
N/A—47,631-47,631-100%$16.4M———
IMA Advisory Services, Inc.
N/A—47,559-47,559-100%$16.1M———
Destination Wealth Management
N/A—44,692-44,692-100%$15.4M———
Private Advisor Group, LLC
N/A—43,793-43,793-100%$15.1M———
MAI Capital Management
N/A—43,422-43,422-100%$14.9M———
Daner Wealth Management, LLC
N/A—41,989-41,989-100%$15.0M———
Financial Engines Advisors L.L.C.
N/A—41,328-41,328-100%$14.2M———
Gotham Asset Management, LLC
N/A—39,538-39,538-100%$13.6M———
Brown Advisory Inc
N/A—39,280-39,280-100%$13.5M———
Continuum Advisory, LLC
N/A—34,384-34,384-100%$11.8M———
Whittier Trust Co
N/A—33,923-33,923-100%$11.7M———
Stratos Wealth Partners, Ltd.
N/A—31,672-31,672-100%$10.9M———
Mayport, LLC
N/A—29,933-29,933-100%$10.3M———
Transcend Capital Advisors, LLC
N/A—29,277-29,277-100%$10.1M———
Nwam LLC
N/A—29,272-29,272-100%$10.1M———
Novak & Powell Financial Services, Inc.
N/A—28,465-28,465-100%$9.8M———
Bank of Montreal
N/A—27,074-27,074-100%$9.3M———
Texas Yale Capital Corp.
N/A—26,567-26,567-100%$9.1M———
O'shaughnessy Asset Management, LLC
N/A—26,354-26,354-100%$9.1M———
CacheTech Inc.
N/A—26,112-26,112-100%$9.0M———
SageView Advisory Group, LLC
N/A—25,180-25,180-100%$8.7M———
Bessemer Group Inc
N/A—24,356-24,356-100%$8.4M———
Adams Wealth Management
N/A—24,209-24,209-100%$8.3M———
Ausdal Financial Partners, Inc.
N/A—24,114-24,114-100%$8.3M———
Patron Partners, LLC
N/A—24,063-24,063-100%$8.3M———
Simmons Bank
N/A—23,708-23,708-100%$8.2M———
Pitcairn Wealth Advisors LLC
N/A—23,699-23,699-100%$8.2M———
Great Valley Advisor Group, Inc.
N/A—23,141-23,141-100%$8.0M———
Harbour Investments, Inc.
N/A—22,821-22,821-100%$7.8M———
Coppell Advisory Solutions LLC
N/A—22,639-22,639-100%$3.9M———
N.E.W. Advisory Services LLC
N/A—22,382-22,382-100%$7.7M———
Dorsey & Whitney Trust Co LLC
N/A—22,271-22,271-100%$7.7M———
Savvy Advisors, Inc.
N/A—21,966-21,966-100%$7.6M———
Red Wave Investments LLC
N/A—21,827-21,827-100%$7.5M———
Intrust Bank NA
N/A—20,736-20,736-100%$7.1M———
Cascade Financial Partners, LLC
N/A—20,716-20,716-100%$7.1M———
Arax Advisory Partners
N/A—20,004-20,004-100%$6.9M———
AE Wealth Management LLC
N/A—19,934-19,934-100%$6.9M———
OneAscent Financial Services LLC
N/A—19,871-19,871-100%$6.8M———
Commerce Bank
N/A—19,641-19,641-100%$6.8M———
Retirement Capital Strategies
N/A—19,055-19,055-100%$6.6M———
Prime Buchholz LLC
N/A—18,564-18,564-100%$6.4M———
Bawa N Mallick Trust
N/A—18,500-18,500-100%$6.4M———
One Capital Management, LLC
N/A—17,933-17,933-100%$5.4M———
Renaissance Technologies LLC
N/A—17,665-17,665-100%$6.1M———
Riverview Trust Co
N/A—17,649-17,649-100%$6.1M———
Vanguard National Trust Co
N/A—17,576-17,576-100%$6.0M———
EP Wealth Advisors, LLC
N/A—17,530-17,530-100%$6.0M———
Magnolia Capital Advisors LLC
N/A—17,355-17,355-100%$6.0M———
Rehmann Capital Advisory Group
N/A—17,112-17,112-100%$5.9M———
Steward Partners Investment Advisory, LLC
N/A—16,711-16,711-100%$5.7M———
Xcelsior Advisor Partners LLC
N/A—16,342-16,342-100%$5.6M———
BOK Financial Private Wealth, Inc.
N/A—16,328-16,328-100%$5.6M———
Glenmede Trust Co NA
N/A—15,930-15,930-100%$5.5M———
Tumwater Wealth Management, LLC
N/A—15,651-15,651-100%$5.4M———
Glassman Wealth Services
N/A—15,643-15,643-100%$5.4M———
ATLas Financial Planning LLC
N/A—15,483-15,483-100%$5.3M———
Kingsview Wealth Management, LLC
N/A—15,430-15,430-100%$5.3M———
IFG Advisory, LLC
N/A—15,141-15,141-100%$5.2M———
Johnson Wealth Management, LLC
N/A—14,942-14,942-100%$5.1M———
PCG Wealth Advisors, LLC
N/A—14,897-14,897-100%$5.1M———
Twin Focus Capital Partners, LLC
N/A—14,776-14,776-100%$5.1M———
First National Bank of Omaha
N/A—14,226-14,226-100%$4.9M———
Range Advisory, LLC
N/A—14,104-14,104-100%$4.9M———
Evercore Wealth Management, LLC
N/A—14,100-14,100-100%$4.8M———
Caprock Group, LLC
N/A—13,830-13,830-100%$4.8M———
Interactive Financial Advisors, Inc.
N/A—13,407-13,407-100%$4.3M———
CIBC Bancorp USA Inc.
N/A—12,822-12,822-100%$4.4M———
Global Retirement Partners, LLC
N/A—12,638-12,638-100%$4.3M———
Vanguard Advisers Inc
N/A—12,575-12,575-100%$4.3M———
Zhang Financial LLC
N/A—12,192-12,192-100%$4.2M———
Envestnet Portfolio Solutions, Inc.
N/A—12,187-12,187-100%$4.2M———
Roundview Capital LLC
N/A—12,156-12,156-100%$4.2M———
Bragg Financial Advisors, Inc
N/A—12,029-12,029-100%$4.1M———
Kelman-Lazarov, Inc.
N/A—11,986-11,986-100%$4.1M———
Fiducient Advisors LLC
N/A—11,863-11,863-100%$4.1M———
Lifeworks Advisors, LLC
N/A—11,739-11,739-100%$4.0M———
World Investment Advisors
N/A—11,403-11,403-100%$3.5M———
SouthState Bank Corp
N/A—11,321-11,321-100%$3.9M———
Summit Financial, LLC
N/A—11,199-11,199-100%$3.9M———
Jump Financial, LLC
N/A—10,995-10,995-100%$3.8M———
Principal Securities, Inc.
N/A—10,737-10,737-100%$3.7M———
Neuberger Berman Group LLC
N/A—10,693-10,693-100%$3.7M———
Waverly Advisors, LLC
N/A—10,681-10,681-100%$3.7M———
Cardiff Park Advisors, LLC
N/A—10,358-10,358-100%$3.6M———
Brown Brothers Harriman & Co
N/A—9,963-9,963-100%$3.4M———
Nicolet Bankshares Inc
N/A—9,947-9,947-100%$3.4M———
Summit Trail Advisors, LLC
N/A—9,807-9,807-100%$3.4M———
Freestone Capital Holdings, LLC
N/A—9,757-9,757-100%$3.4M———
Financial Alternatives, Inc
N/A—9,723-9,723-100%$3.3M———
Alley Investment Management Company, LLC
N/A—9,360-9,360-100%$3.2M———
Mathes Company, Inc.
N/A—9,322-9,322-100%$3.2M———
Aptus Capital Advisors, LLC
N/A—9,301-9,301-100%$3.2M———
IHT Wealth Management, LLC
N/A—9,259-9,259-100%$3.2M———
Boston Family Office LLC
N/A—9,131-9,131-100%$3.1M———
Peapack Gladstone Financial Corp
N/A—8,810-8,810-100%$3.0M———
M&T Bank Corp
N/A—8,749-8,749-100%$3.0M———
Essex Financial Services, Inc.
N/A—8,683-8,683-100%$3.0M———
Bartlett & Co. Wealth Management LLC
N/A—8,676-8,676-100%$3.0M———
Ameritas Advisory Services, LLC
N/A—8,580-8,580-100%$3.0M———
Meramec Financial Planners, LLC
N/A—8,379-8,379-100%$2.8M———
Fidelis Capital Partners, LLC
N/A—8,280-8,280-100%$2.8M———
Focus Partners Advisor Solutions, LLC
N/A—8,052-8,052-100%$2.8M———
Franklin Resources Inc
N/A—8,030-8,030-100%$2.8M———
GW&K Investment Management, LLC
N/A—7,867-7,867-100%$2.7M———
Caitlin John, LLC
N/A—7,725-7,725-100%$2.7M———
Athena Investment Management
N/A—7,699-7,699-100%$2.6M———
W1m Asset Management Ltd
N/A—7,678-7,678-100%$2.6M———
SEI Investments Co
N/A—7,677-7,677-100%$2.6M———
Sand Hill Global Advisors, LLC
N/A—7,600-7,600-100%$2.6M———
Medallion Wealth Advisors, LLC
N/A—7,582-7,582-100%$2.6M———
Balanced Rock Investment Advisors LLC
N/A—7,579-7,579-100%$2.6M———
Burling Wealth Partners, LLC
N/A—7,409-7,409-100%$2.5M———
Oxford Financial Group, Ltd. LLC
N/A—7,352-7,352-100%$2.5M———
Advisory Services Network, LLC
N/A—7,249-7,249-100%$2.5M———
Strategic Financial Concepts, LLC
N/A—7,240-7,240-100%$2.5M———
Sequent Asset Management, LLC
N/A—7,127-7,127-100%$2.5M———
Luminist Capital LLC
N/A—7,004-7,004-100%$2.4M———
Vident Advisory, LLC
N/A—6,765-6,765-100%$2.3M———
Empower Advisory Group, LLC
N/A—6,511-6,511-100%$2.2M———
Arkadios Wealth Advisors
N/A—6,085-6,085-100%$2.1M———
Berger Financial Group, Inc
N/A—6,078-6,078-100%$2.1M———
KM Capital Management Ltd.
N/A—6,010-6,010-100%$2.1M———
American Investment Services, Inc.
N/A—5,955-5,955-100%$2.0M———
Alerus Financial NA
N/A—5,705-5,705-100%$2.0M———
Pallas Capital Advisors LLC
N/A—5,674-5,674-100%$2.0M———
Miller Capital Partners, Inc.
N/A—5,647-5,647-100%$1.9M———
Measured Wealth Private Client Group, LLC
N/A—5,601-5,601-100%$1.9M———
Blair William & Co
N/A—5,586-5,586-100%$1.9M———
Empirical Asset Management, LLC
N/A—5,578-5,578-100%$1.9M———
HRT Financial LP
N/A—5,479-5,479-100%$1.9M———
Ellenbecker Investment Group
N/A—5,461-5,461-100%$1.9M———
OneDigital Investment Advisors LLC
N/A—5,433-5,433-100%$1.9M———
Innovative Asset Advisors Group, LLC
N/A—5,430-5,430-100%$1.9M———
Next Capital Management LLC
N/A—5,376-5,376-100%$1.8M———
Composition Wealth, LLC
N/A—5,355-5,355-100%$1.8M———
Dakota Wealth Management
N/A—5,308-5,308-100%$1.8M———
Fortis Capital Management LLC
N/A—5,256-5,256-100%$1.8M———
Thomasville National Bank
N/A—5,251-5,251-100%$1.8M———
Snowden Capital Advisors LLC
N/A—5,244-5,244-100%$1.8M———
Maridea Wealth Management LLC
N/A—5,166-5,166-100%$1.8M———
Mosaic Family Wealth Partners, LLC
N/A—5,075-5,075-100%$1.7M———
Round Rock Advisors LLC
N/A—5,039-5,039-100%$1.7M———
Wellspring Financial Advisors, LLC
N/A—4,958-4,958-100%$1.7M———
Choate Investment Advisors
N/A—4,883-4,883-100%$1.7M———
Battery Global Advisors, LLC
N/A—4,880-4,880-100%$1.7M———
Belpointe Asset Management LLC
N/A—4,802-4,802-100%$1.7M———
Mutual Advisors, LLC
N/A—4,687-4,687-100%$1.6M———
Cedarwood Wealth LLC
N/A—4,656-4,656-100%$1.6M———
WealthCollab, LLC
N/A—4,475-4,475-100%$1.5M———
RWA Wealth Partners, LLC
N/A—4,472-4,472-100%$1.5M———
Pinnacle Financial Partners, Inc.
N/A—4,466-4,466-100%$1.5M———
FAS Wealth Partners, Inc.
N/A—4,349-4,349-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—4,152-4,152-100%$1.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,140-4,140-100%$1.4M———
Pacific Financial Group Inc
N/A—4,126-4,126-100%$1.4M———
Evolve Private Wealth, LLC
N/A—4,118-4,118-100%$1.4M———
Flputnam Investment Management Co
N/A—4,115-4,115-100%$1.4M———
Advisors Capital Management, LLC
N/A—4,084-4,084-100%$1.4M———
AlTi Global, Inc.
N/A—4,053-4,053-100%$1.4M———
First Trust Advisors LP
N/A—3,960-3,960-100%$1.4M———
Stephens Inc
N/A—3,931-3,931-100%$1.4M———
Capital Analysts, LLC
N/A—3,836-3,836-100%$1.3M———
Wescott Financial Advisory Group, LLC
N/A—3,791-3,791-100%$1.3M———
American Money Management, LLC
N/A—3,748-3,748-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—3,709-3,709-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—3,665-3,665-100%$1.3M———
Clark Capital Management Group, Inc.
N/A—3,654-3,654-100%$1.3M———
XTX Topco Ltd
N/A—3,640-3,640-100%$1.3M———
Huntington National Bank
N/A—3,597-3,597-100%$1.2M———
Core Wealth Advisors, Inc.
N/A—3,580-3,580-100%$1.2M———
Benjamin Edwards Inc
N/A—3,540-3,540-100%$1.2M———
Plum Street Advisors, LLC
N/A—3,510-3,510-100%$1.2M———
Liberty Square Wealth Partners LLC
N/A—3,501-3,501-100%$1.2M———
Kirtland Hills Capital Management, LLC
N/A—3,489-3,489-100%$1.2M———
Liberty Wealth Management LLC
N/A—3,427-3,427-100%$1.0M———
Synergy Financial Group, LTD
N/A—3,421-3,421-100%$1.2M———
Johnson Investment Counsel Inc
N/A—3,345-3,345-100%$1.2M———
Chilton Investment Co Inc.
N/A—3,319-3,319-100%$1.1M———
Keystone Financial Group
N/A—3,303-3,303-100%$1.1M———
BSW Wealth Partners
N/A—3,250-3,250-100%$1.1M———
Trivium Point Advisory, LLC
N/A—3,248-3,248-100%$1.1M———
Pennington Partners & Co., LLC
N/A—3,228-3,228-100%$1.1M———
Van Hulzen Asset Management, LLC
N/A—3,210-3,210-100%$1.1M———
CIBC World Market Inc.
N/A—3,125-3,125-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—3,125-3,125-100%$1.1M———
NorthRock Partners, LLC
N/A—3,122-3,122-100%$1.1M———
Cozad Asset Management Inc
N/A—3,095-3,095-100%$1.1M———
Stratos Investment Management, LLC
N/A—3,079-3,079-100%$1.1M———
Daybright Advisory Services, Inc.
N/A—3,073-3,073-100%$1.1M———
Madison Wealth Partners, Inc
N/A—3,062-3,062-100%$1.1M———
Astoria Strategic Wealth, Inc.
N/A—2,967-2,967-100%$1.0M———
Stillwater Private Wealth, LLC
N/A—2,938-2,938-100%$1.0K———
Farmers National Bank
N/A—2,934-2,934-100%$1.0M———
Red Door Wealth Management, LLC
N/A—2,908-2,908-100%$1.0M———
Western Wealth Management, LLC
N/A—2,888-2,888-100%$993.2K———
Cahill Financial Advisors Inc
N/A—2,841-2,841-100%$976.9K———
Meridian Wealth Advisors, LLC
N/A—2,750-2,750-100%$945.8K———
Strathmore Capital Advisors, Inc.
N/A—2,721-2,721-100%$937.5K———
Everpar Advisors LLC
N/A—2,623-2,623-100%$902.1K———
Tower Research Capital LLC (TRC)
N/A—2,588-2,588-100%$890.0K———
Kapstone Financial Advisors LLC
N/A—2,467-2,467-100%$848.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,411-2,411-100%$829.2K———
McDonough Capital Management, Inc
N/A—2,389-2,389-100%$821.6K———
Tower Bridge Advisors
N/A—2,368-2,368-100%$814.4K———
Venturi Wealth Management, LLC
N/A—2,348-2,348-100%$807.3K———
Atlantic Union Bankshares Corp
N/A—2,336-2,336-100%$803.4K———
Fortis Capital Advisors, LLC
N/A—2,320-2,320-100%$797.9K———
Select Asset Management & Trust
N/A—2,312-2,312-100%$795.0K———
Glen Eagle Advisors, LLC
N/A—2,306-2,306-100%$793.1K———
Centric Wealth Management
N/A—2,251-2,251-100%$771.6K———
Avant Capital LLC
N/A—2,227-2,227-100%$765.9K———
Becker Capital Management Inc
N/A—2,205-2,205-100%$758.3K———
HM Payson & Co
N/A—2,199-2,199-100%$756.3K———
PFG Investments, LLC
N/A—2,196-2,196-100%$755.3K———
Gladstone Institutional Advisory LLC
N/A—2,179-2,179-100%$749.4K———
Pine Harbor Wealth Management, LLC
N/A—2,155-2,155-100%$741.1K———
Scharf Investments, LLC
N/A—2,131-2,131-100%$732.9K———
Novare Capital Management LLC
N/A—2,126-2,126-100%$731.3K———
Manhattan West Asset Management, LLC
N/A—2,114-2,114-100%$727.0K———
First Foundation Advisors
N/A—2,086-2,086-100%$717.3K———
CreativeOne Wealth, LLC
N/A—2,072-2,072-100%$712.6K———
Bank OZK
N/A—2,017-2,017-100%$693.7K———
Ethos Financial Group, LLC
N/A—2,015-2,015-100%$675.9K———
Rockbridge Investment Management, LCC
N/A—2,000-2,000-100%$687.8K———
Geometric Wealth Advisors
N/A—1,980-1,980-100%$680.9K———
Bridgewater Advisors Inc.
N/A—1,975-1,975-100%$689.0K———
Pettyjohn, Wood & White, Inc
N/A—1,969-1,969-100%$677.3K———
Beckerman Institutional, LLC
N/A—1,957-1,957-100%$673.0K———
Nuveen, LLC
N/A—1,936-1,936-100%$665.5K———
Granite Bay Wealth Management, LLC
N/A—1,920-1,920-100%$660.0K———
Regal Investment Advisors LLC
N/A—1,902-1,902-100%$654.0K———
Vista Investment Management
N/A—1,900-1,900-100%$653.4K———
Passive Capital Management, Llc.
N/A—1,892-1,892-100%$595.6K———
Gateway Wealth Partners, LLC
N/A—1,867-1,867-100%$642.1K———
Petix & Botte Co
N/A—1,838-1,838-100%$631.9K———
Capital Group Private Client Services, Inc.
N/A—1,831-1,831-100%$629.8K———
Perennial Investment Advisors, LLC
N/A—1,818-1,818-100%$625.4K———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,800-1,800-100%$619.0K———
Mason Investment Advisory Services, Inc.
N/A—1,782-1,782-100%$612.8K———
BWM Planning, LLC
N/A—1,739-1,739-100%$597.9K———
Eaton-Cambridge Inc.
N/A—1,715-1,715-100%$589.8K———
TRU Independence Asset Management 2, LLC
N/A—1,692-1,692-100%$581.9K———
Shufro Rose & Co LLC
N/A—1,680-1,680-100%$577.8K———
SHP Wealth Management
N/A—1,663-1,663-100%$571.9K———
Peak Retirement Planning, Inc.
N/A—1,655-1,655-100%$569.2K———
Fiduciary Financial Advisors
N/A—1,654-1,654-100%$568.8K———
C M Bidwell & Associates LTD
N/A—1,590-1,590-100%$546.8K———
Pgim Custom Harvest LLC
N/A—1,512-1,512-100%$520.0K———
Napier Financial, LLC
N/A—1,497-1,497-100%$514.8K———
Eaton Financial Holdings Company, LLC
N/A—1,483-1,483-100%$510.1K———
Capital Advisors Inc
N/A—1,464-1,464-100%$503.5K———
Johnson Financial Group, Inc.
N/A—1,441-1,441-100%$495.6K———
Expressive Wealth LLC
N/A—1,419-1,419-100%$488.0K———
D. E. Shaw & Co., Inc.
N/A—1,416-1,416-100%$487.0K———
Bearing Point Capital, LLC
N/A—1,413-1,413-100%$485.9K———
Seven Springs Wealth Group, LLC
N/A—1,400-1,400-100%$481.5K———
HighPoint Advisor Group LLC
N/A—1,397-1,397-100%$480.4K———
American Trust
N/A—1,392-1,392-100%$478.7K———
Vanguard Personalized Indexing Management, LLC
N/A—1,374-1,374-100%$472.5K———
Rialto Wealth Management, LLC
N/A—1,315-1,315-100%$452.2K———
WealthShield Partners, LLC
N/A—1,295-1,295-100%$445.4K———
Fiduciary Group, LLC
N/A—1,290-1,290-100%$443.6K———
Bluespring Wealth Management, LLC
N/A—1,264-1,264-100%$434.7K———
Tradewinds, Llc.
N/A—1,253-1,253-100%$1.3M———
Oxbow Advisors, LLC
N/A—1,249-1,249-100%$429.5K———
Stonebridge Financial Group, LLC
N/A—1,234-1,234-100%$424.0K———
Zacks Investment Management
N/A—1,201-1,201-100%$413.4K———
Harvest Investment Services, LLC
N/A—1,192-1,192-100%$409.9K———
Trevian Wealth Management LLC
N/A—1,190-1,190-100%$409.3K———
Maripau Wealth Management LLC
N/A—1,186-1,186-100%$407.9K———
Kiley Juergens Wealth Management, LLC
N/A—1,184-1,184-100%$407.2K———
WNY Asset Management, LLC
N/A—1,183-1,183-100%$406.8K———
One Wealth Advisors, LLC
N/A—1,177-1,177-100%$404.9K———
Integrity Wealth Solutions LLC
N/A—1,175-1,175-100%$404.2K———
First Manhattan Co. Llc.
N/A—1,164-1,164-100%$400.3K———
Bouchey Financial Group, Ltd.
N/A—1,136-1,136-100%$390.7K———
MainStreet Investment Advisors LLC
N/A—1,135-1,135-100%$390.3K———
Silver OAK Securities, Incorporated
N/A—1,125-1,125-100%$386.9K———
Scotia Capital Inc.
N/A—1,123-1,123-100%$386.3K———
Centaurus Financial, Inc.
N/A—1,122-1,122-100%$386.0K———
Private Wealth Asset Management, LLC
N/A—1,112-1,112-100%$382.4K———
Gambit Capital Management, LLC
N/A—1,109-1,109-100%$381.4K———
Monograph Wealth Advisors, LLC
N/A—1,093-1,093-100%$375.9K———
Susquehanna International Group, LLP
N/A—1,088-1,088-100%$374.2K———
Stock Yards Bank & Trust Co
N/A—1,080-1,080-100%$371.4K———
HighMark Wealth Management LLC
N/A—1,072-1,072-100%$368.5K———
Curi Capital, LLC
N/A—1,065-1,065-100%$366.3K———
Allred Capital Management, LLC
N/A—1,063-1,063-100%$365.5K———
Elm Partners Management LLC
N/A—1,060-1,060-100%$364.6K———
SK Wealth Management, LLC
N/A—1,048-1,048-100%$373.0K———
Disciplined Investments, LLC
N/A—1,033-1,033-100%$355.2K———
FreeGulliver LLC
N/A—1,014-1,014-100%$348.7K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,006-1,006-100%$346.0K———
Florida Financial Advisors, LLC
N/A—1,005-1,005-100%$345.6K———
KEB Asset Management, LLC
N/A—964-964-100%$331.5K———
Nalls Sherbakoff Group, LLC
N/A—953-953-100%$327.7K———
M3 Advisory Group, LLC
N/A—947-947-100%$325.8K———
Jane Street Group, LLC
N/A—937-937-100%$322.2K———
BFC Planning, Inc.
N/A—933-933-100%$320.9K———
Wealthspan Partners, LLC
N/A—926-926-100%$318.5K———
Mpwm Advisory Solutions, LLC
N/A—923-923-100%$317.4K———
ArborFi Advisors, LLC
N/A—914-914-100%$314.3K———
Consilio Wealth Advisors, LLC
N/A—908-908-100%$312.3K———
Godfrey Financial Associates, Inc.
N/A—906-906-100%$311.6K———
Urban Financial Advisory Corp
N/A—902-902-100%$310.1K———
Vestmark Advisory Solutions, Inc.
N/A—896-896-100%$308.1K———
LRI Investments, LLC
N/A—896-896-100%$308.1K———
Marco Investment Management LLC
N/A—889-889-100%$305.7K———
Kintra Wealth, LLC
N/A—872-872-100%$312.6K———
Impact Partnership Wealth, LLC
N/A—869-869-100%$298.9K———
Cladis Investment Advisory, LLC
N/A—865-865-100%$297.5K———
URS Advisory LLC
N/A—860-860-100%$295.8K———
Bradley Foster & Sargent Inc
N/A—857-857-100%$294.7K———
Hilltop Wealth Advisors, LLC
N/A—849-849-100%$292.0K———
CFO4Life Group, LLC
N/A—845-845-100%$290.6K———
Retirement Income Solutions, Inc
N/A—839-839-100%$250.7K———
Bogart Wealth, LLC
N/A—837-837-100%$287.9K———
Francis Financial, Inc.
N/A—836-836-100%$287.5K———
Kera Capital Partners, Inc.
N/A—835-835-100%$287.2K———
Sonoma Private Wealth LLC
N/A—835-835-100%$287.2K———
Caldwell Sutter Capital, Inc.
N/A—834-834-100%$286.8K———
Strategies Wealth Advisors, LLC
N/A—832-832-100%$286.0K———
Atalanta Sosnoff Capital, LLC
N/A—832-832-100%$286.0K———
Kovack Advisors, Inc.
N/A—831-831-100%$285.4K———
Timbuktu Capital Management, LLC
N/A—830-830-100%$285.4K———
Royal Capital Wealth Management, LLC
N/A—830-830-100%$285.3K———
Indie Asset Partners, LLC
N/A—824-824-100%$283.4K———
Smartleaf Asset Management LLC
N/A—822-822-100%$280.5K———
CNB Bank
N/A—820-820-100%$282.0K———
Mairs & Power Inc
N/A—817-817-100%$281.0K———
Geneos Wealth Management Inc.
N/A—817-817-100%$281.1K———
Fielder Capital Group LLC
N/A—811-811-100%$278.9K———
Howe & Rusling Inc
N/A—805-805-100%$277.0K———
United Bank
N/A—794-794-100%$273.1K———
Prosperity Consulting Group, LLC
N/A—791-791-100%$271.9K———
Canal Capital Management, LLC
N/A—789-789-100%$271.4K———
Silvercrest Asset Management Group LLC
N/A—789-789-100%$271.3K———
Argent Trust Co
N/A—782-782-100%$268.9K———
Covington Investment Advisors Inc.
N/A—776-776-100%$267.0K———
Z3 Capital Partners, LLC
N/A—751-751-100%$258.3K———
Waddell & Associates, LLC
N/A—747-747-100%$256.9K———
Bellwether Advisors, LLC
N/A—745-745-100%$256.2K———
BNP Paribas Financial Markets
N/A—744-744-100%$255.9K———
Foster & Motley Inc
N/A—741-741-100%$255.0K———
Everstar Asset Management, LLC
N/A—730-730-100%$251.1K———
Fort Sheridan Advisors LLC
N/A—728-728-100%$250.4K———
Financial Advisors Network, Inc.
N/A—720-720-100%$247.6K———
Thoroughbred Financial Services, LLC
N/A—716-716-100%$246.0K———
Fiduciary Trust Co
N/A—706-706-100%$242.8K———
V2 Financial group LLC
N/A—700-700-100%$240.7K———
Ellevest, Inc.
N/A—692-692-100%$202.4K———
Peak Asset Management, LLC
N/A—673-673-100%$231.5K———
Capital International Investors
N/A—646-646-100%$220.5K———
Pacific SUN Financial Corp
N/A—640-640-100%$220.1K———
Empire Financial Management Company, LLC
N/A—630-630-100%$216.7K———
Wealthgarden F.S. LLC
N/A—621-621-100%$213.6K———
Prudent Investors Network, Inc.
N/A—620-620-100%$213.2K———
River Wealth Advisors LLC
N/A—618-618-100%$212.4K———
F/m Investments LLC
N/A—611-611-100%$210.1K———
RiverFront Investment Group, LLC
N/A—601-601-100%$206.7K———
Paragon Capital Management LLC
N/A—595-595-100%$204.6K———
Strategic Investment Solutions, Inc.
N/A—570-570-100%$195.9K———
Sankala Group LLC
N/A—556-556-100%$196.7K———
Front Row Advisors LLC
N/A—556-556-100%$197.3K———
Quantum Portfolio Management LLC
N/A—547-547-100%$188.1K———
Index Technologies Group LLC
N/A—547-547-100%$188.1K———
CVA Family Office, LLC
N/A—535-535-100%$184.0K———
Dunhill Financial, LLC
N/A—528-528-100%$181.6K———
Beaird Harris Wealth Management, LLC
N/A—526-526-100%$180.9K———
Federation des caisses Desjardins du Quebec
N/A—518-518-100%$178.1K———
Motco
N/A—507-507-100%$174.4K———
Ballast Advisors LLC
N/A—497-497-100%$170.9K———
Bernard Wealth Management Corp.
N/A—483-483-100%$166.1K———
Colonial Trust Co / SC
N/A—472-472-100%$162.4K———
JPL Wealth Management, LLC
N/A—440-440-100%$151.3K———
Ancora Advisors LLCA
N/A—422-422-100%$145.1K———
Kerr Financial Planning Corp
N/A—397-397-100%$136.5K———
Hills Bank & Trust Co
N/A—395-395-100%$135.8K———
Keating Financial Advisory Services, Inc.
N/A—390-390-100%$134.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—367-367-100%$126.2K———
Cornerstone Financial Management LLC
N/A—365-365-100%$125.5K———
Delta Asset Management LLC
N/A—348-348-100%$119.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—339-339-100%$116.5K———
Twin Lakes Capital Management, LLC
N/A—336-336-100%$115.5K———
Integrity Financial Corp
N/A—334-334-100%$114.9K———
National Bank of Canada
N/A—315-315-100%$108.2K———
Ameriflex Group, Inc.
N/A—311-311-100%$107.0K———
Horizon Investments, LLC
N/A—307-307-100%$105.6K———
Timmons Wealth Management, LLC
N/A—300-300-100%$103.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—275-275-100%$94.6K———
JDM Financial Group LLC
N/A—241-241-100%$82.9K———
Ameritas Investment Partners, Inc.
N/A—235-235-100%$80.8K———
Webster Bank, N. A.
N/A—230-230-100%$79.1K———
Rice Partnership, LLC
N/A—223-223-100%$76.7K———
MidFirst Bank
N/A—217-217-100%$74.6K———
Founders Financial Alliance, LLC
N/A—217-217-100%$74.6K———
one8zero8, LLC
N/A—200-200-100%$68.8K———
Colonial Trust Advisors
N/A—194-194-100%$66.7K———
Orion Capital Management LLC
N/A—182-182-100%$62.6K———
Strive Financial Group,LLC
N/A—164-164-100%$56.4K———
Millstone Evans Group, LLC
N/A—160-160-100%$55.0K———
Qube Research & Technologies Ltd
N/A—160-160-100%$55.0K———
Crews Bank & Trust
N/A—146-146-100%$50.2K———
Wiser Advisor Group LLC
N/A—139-139-100%$47.8K———
Field & Main Bank
N/A—138-138-100%$47.5K———
Hantz Financial Services, Inc.
N/A—125-125-100%$43.0K———
Steigerwald, Gordon & Koch Inc.
N/A—118-118-100%$40.7K———
SOA Wealth Advisors, Llc.
N/A—110-110-100%$37.8K———
Consultiva Wealth Management, Corp.
N/A—103-103-100%$35.4K———
Tripletail Wealth Management, LLC
N/A—100-100-100%$34.3K———
Anchor Investment Management, LLC
N/A—100-100-100%$34.4K———
Strategic Wealth Partners, Ltd.
N/A—98-98-100%$33.7K———
VAN DEN Berg Management I, Inc
N/A—79-79-100%$27.2K———
Basecamp Wealth Advisors LLC
N/A—75-75-100%$25.7K———
Broadwater Capital Management LLC
N/A—75-75-100%$25.8K———
Tidemark, LLC
N/A—71-71-100%$24.2K———
Atlantic Private Wealth, LLC
N/A—64-64-100%$22.0K———
Topsail Wealth Management, LLC
N/A—62-62-100%$21.3K———
Crewe Advisors LLC
N/A—59-59-100%$20.3K———
Mark Sheptoff Financial Planning, LLC
N/A—56-56-100%$19.3K———
Quent Capital, LLC
N/A—51-51-100%$17.5K———
Sittner & Nelson, LLC
N/A—51-51-100%$17.5K———
Harborfront Financial Group LLC
N/A—50-50-100%$17.2K———
Kilter Group LLC
N/A—44-44-100%$15.1K———
Cary Street Partners Investment Advisory LLC
N/A—30-30-100%$10.3K———
Fourth Dimension Wealth, LLC
N/A—20-20-100%$6.8K———
Rogco, LP
N/A—20-20-100%$6.9K———
Osbon Capital Management LLC
N/A—18-18-100%$6.2K———
Operose Advisors LLC
N/A—17-17-100%$5.8K———
Synergy Investment Management, LLC
N/A—4-4-100%$1.4K———
Lowe Brockenbrough & Co Inc
N/A—1-1-100%$344———
Showing 1431 of 1431 institutions