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Vanguard Extended Market ETF (VXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares1,302,142 from 1,321,393
Change-19,251 (-1%)
Value$301.6M (-$23.7M)
Filed 2026-10-21
Oak Root LLC
INCREASED
Shares1,092,060 from 6,583
Change+1,085,477 (+16489%)
Value$1.5M (-$96.0K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,042,348 from 1,002,829
Change+39,519 (+4%)
Value$241.4M (-$5.5M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares1,032,454 from 1,102,341
Change-69,887 (-6%)
Value$239.1M (-$32.3M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares743,474 from 742,510
Change+964 (+0%)
Value$172.2M (-$10.6M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares681,804 from 632,279
Change+49,525 (+8%)
Value$157.9M (+$2.3M)
Filed 2026-10-28
Gleason Group, Inc.
INCREASED
Shares651,471 from 645,027
Change+6,444 (+1%)
Value$150.9M (-$7.9M)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares565,370 from 550,893
Change+14,477 (+3%)
Value$131.0M (-$4.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares439,566 from 444,813
Change-5,247 (-1%)
Value$101.8K (-$109.4M)
Filed 2026-11-02
Van Cleef Asset Management,Inc
DECREASED
Shares336,552 from 340,880
Change-4,328 (-1%)
Value$78.0M (-$6.0M)
Filed 2026-10-20
Tenon Financial LLC
INCREASED
Shares288,809 from 273,536
Change+15,273 (+6%)
Value$66.9M (-$450.3K)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares265,737 from 263,792
Change+1,945 (+1%)
Value$61.6M (-$3.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares211,104 from 209,626
Change+1,478 (+1%)
Value$48.9M (-$2.7M)
Filed 2026-11-02
James J. Burns & Company, LLC
INCREASED
Shares207,299 from 204,797
Change+2,502 (+1%)
Value$48.0M (-$2.4M)
Filed 2026-10-22
ACT Wealth Management, LLC
DECREASED
Shares204,800 from 212,634
Change-7,834 (-4%)
Value$47.4M (-$4.9M)
Filed 2026-10-09
HCR Wealth Advisors
INCREASED
Shares202,326 from 192,946
Change+9,380 (+5%)
Value$46.9M (-$640.5K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares193,931 from 210,400
Change-16,469 (-8%)
Value$44.9M (-$6.9M)
Filed 2026-10-15
Thrivent Financial for Lutherans
DECREASED
Shares188,319 from 190,267
Change-1,948 (-1%)
Value$43.7K (-$46.8M)
Filed 2026-11-05
Moody National Bank Trust Division
INCREASED
Shares167,703 from 166,374
Change+1,329 (+1%)
Value$38.8M (-$2.1M)
Filed 2026-10-06
Legacy Private Trust Co.
DECREASED
Shares161,577 from 163,353
Change-1,776 (-1%)
Value$37.4M (-$2.8M)
Filed 2026-10-06
Firestone Capital Management
DECREASED
Shares140,305 from 141,095
Change-790 (-1%)
Value$32.5M (-$2.2M)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares135,258 from 134,242
Change+1,016 (+1%)
Value$31.3M (-$1.7M)
Filed 2026-10-05
Mather Group, Llc.
DECREASED
Shares134,849 from 140,012
Change-5,163 (-4%)
Value$31.2M (-$3.2M)
Filed 2026-10-14
Investment Planning Advisors, Inc.
INCREASED
Shares131,351 from 125,832
Change+5,519 (+4%)
Value$30.4M (-$556.2K)
Filed 2026-10-14
New England Private Wealth Advisors LLC
DECREASED
Shares124,718 from 125,792
Change-1,074 (-1%)
Value$28.9M (-$814.7K)
Filed 2026-10-19
Cypress Financial Planning LLC
INCREASED
Shares121,883 from 120,709
Change+1,174 (+1%)
Value$28.2M (-$1.5M)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares117,417 from 115,027
Change+2,390 (+2%)
Value$27.2M (-$1.1M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares114,216 from 108,688
Change+5,528 (+5%)
Value$26.5M (-$304.4K)
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares109,337 from 105,228
Change+4,109 (+4%)
Value$25.3M (-$582.4K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares108,582 from 65,927
Change+42,655 (+65%)
Value$25.2M (+$8.9M)
Filed 2026-11-02
First Hawaiian Bank
DECREASED
Shares107,944 from 113,133
Change-5,189 (-5%)
Value$25.0M (-$2.9M)
Filed 2026-10-14
Fairway Wealth LLC
INCREASED
Shares98,313 from 94,675
Change+3,638 (+4%)
Value$22.8M (-$536.4K)
Filed 2026-10-30
Sentinel Pension Advisors, LLC
INCREASED
Shares89,877 from 84,498
Change+5,379 (+6%)
Value$20.8M (+$692.4K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares82,686 from 82,765
Change-79 (0%)
Value$19.2M (-$1.2M)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares77,196 from 77,004
Change+192 (+0%)
Value$17.9M (-$1.1M)
Filed 2026-10-21
Brighton Securities Corp.
INCREASED
Shares71,671 from 69,812
Change+1,859 (+3%)
Value$16.6M (-$587.3K)
Filed 2026-10-08
Affiance Financial, LLC
DECREASED
Shares69,619 from 70,004
Change-385 (-1%)
Value$16.1M (-$1.1M)
Filed 2026-10-15
Asio Capital, LLC
INCREASED
Shares68,580 from 67,153
Change+1,427 (+2%)
Value$15.9M (-$648.6K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares64,663 from 62,751
Change+1,912 (+3%)
Value$15.0M (-$472.0K)
Filed 2026-10-28
West Financial Advisors, LLC
DECREASED
Shares63,400 from 63,648
Change-248 (0%)
Value$14.7M (-$985.3K)
Filed 2026-10-22
Great Diamond Partners, LLC
DECREASED
Shares61,301 from 61,720
Change-419 (-1%)
Value$14.2M (-$996.9K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares61,078 from 50,483
Change+10,595 (+21%)
Value$14.1M (+$1.7M)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares60,973 from 63,741
Change-2,768 (-4%)
Value$14.1M (-$1.6M)
Filed 2026-11-05
Segment Wealth Management, LLC
DECREASED
Shares60,909 from 61,166
Change-257 (0%)
Value$14.1M (-$951.3K)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares57,432 from 58,031
Change-599 (-1%)
Value$13.3M (-$984.8K)
Filed 2026-11-05
Park National Corp
INCREASED
Shares57,132 from 12,526
Change+44,606 (+356%)
Value$13.2M (+$10.1M)
Filed 2026-10-05
Prospera Capital Management, LLC
INCREASED
Shares56,559 from 49,210
Change+7,349 (+15%)
Value$13.1M (+$1.1M)
Filed 2026-10-19
Landmark Wealth Management, Inc.
DECREASED
Shares52,331 from 53,497
Change-1,166 (-2%)
Value$12.1M (-$1.1M)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares50,524 from 49,482
Change+1,042 (+2%)
Value$11.6M (-$195.3K)
Filed 2026-11-03
North Star Investment Management Corp.
DECREASED
Shares47,513 from 47,599
Change-86 (0%)
Value$11.0M (-$714.0K)
Filed 2026-10-27
Churchill Financial Advisors, LLC
INCREASED
Shares45,125 from 43,846
Change+1,279 (+3%)
Value$10.5M (-$343.0K)
Filed 2026-10-20
Jessup Wealth Management, Inc
INCREASED
Shares43,707 from 43,511
Change+196 (+0%)
Value$10.1M (-$588.9K)
Filed 2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED
Shares43,004 from 42,607
Change+397 (+1%)
Value$10.0M (-$529.3K)
Filed 2026-11-02
SMI Advisory Services, LLC
INCREASED
Shares42,588 from 42,373
Change+215 (+1%)
Value$10.0M (-$363.4K)
Filed 2026-10-13
LAM Group, Inc.
DECREASED
Shares42,505 from 42,930
Change-425 (-1%)
Value$9.8M (-$724.4K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares40,730 from 39,994
Change+736 (+2%)
Value$9.4M (-$412.6K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares39,325 from 37,015
Change+2,310 (+6%)
Value$9.2M (+$230.8K)
Filed 2026-10-13
Fulton Bank, N.A.
INCREASED
Shares37,994 from 25,973
Change+12,021 (+46%)
Value$8.8M (+$2.4M)
Filed 2026-10-14
Harfst & Associates, Inc.
INCREASED
Shares37,492 from 36,150
Change+1,342 (+4%)
Value$8.7M (-$216.2K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares37,382 from 36,253
Change+1,129 (+3%)
Value$8.7M (-$267.0K)
Filed 2026-10-30
Boston Standard Wealth Management, LLC
INCREASED
Shares36,871 from 36,406
Change+465 (+1%)
Value$8.5M (-$433.4K)
Filed 2026-10-07
Luminvest Wealth Management LLC
DECREASED
Shares36,557 from 41,698
Change-5,141 (-12%)
Value$8.5M (-$1.7M)
Filed 2026-10-14
Bestgate Wealth Advisors, LLC
INCREASED
Shares36,224 from 13,352
Change+22,872 (+171%)
Value$8.4M (+$5.1M)
Filed 2026-10-13
Long Island Wealth Management, Inc.
INCREASED
Shares34,745 from 32,746
Change+1,999 (+6%)
Value$8.0M (-$14.4K)
Filed 2026-10-20
Journey Beyond Wealth, LLC
DECREASED
Shares34,484 from 38,795
Change-4,311 (-11%)
Value$8.0M (-$1.6M)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares34,008 from 33,978
Change+30 (+0%)
Value$7.9M (-$275.3K)
Filed 2026-10-09
Compass Financial Group, Inc
DECREASED
Shares32,515 from 34,818
Change-2,303 (-7%)
Value$7.5M (-$1.0M)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares31,939 from 31,610
Change+329 (+1%)
Value$7.4M (-$384.6K)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
DECREASED
Shares31,608 from 32,327
Change-719 (-2%)
Value$7.3M (-$637.9K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares31,556 from 29,079
Change+2,477 (+9%)
Value$7.3M (+$149.8K)
Filed 2026-10-16
Founders Financial Securities LLC
NEW
Shares30,954
Change+30,954
Value$7.2M
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares30,942 from 30,576
Change+366 (+1%)
Value$7.2M (-$361.2K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares29,890 from 30,264
Change-374 (-1%)
Value$6.9M (-$527.8K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares29,251 from 29,251
Change0 (0%)
Value$6.8M (-$426.5K)
Filed 2026-11-03
Charis Legacy Partners, LLC
INCREASED
Shares28,824 from 27,350
Change+1,474 (+5%)
Value$6.7M (-$57.4K)
Filed 2026-10-22
Echo45 Advisors LLC
DECREASED
Shares28,319 from 28,401
Change-82 (0%)
Value$6.6M (-$433.1K)
Filed 2026-10-07
Eagle Capital Management, LLC
INCREASED
Shares27,973 from 27,776
Change+197 (+1%)
Value$6.5K (-$360)
Filed 2026-10-19
Safir Wealth Advisors, LLC
DECREASED
Shares27,007 from 27,092
Change-85 (0%)
Value$6.3M (-$414.7K)
Filed 2026-10-16
Warwick Investment Management, Inc.
DECREASED
Shares26,756 from 26,928
Change-172 (-1%)
Value$6.2M (-$432.5K)
Filed 2026-10-19
Security National Bank
UNCHANGED
Shares26,187 from 26,187
Change0 (0%)
Value$6.1M (-$381.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares26,163 from 26,252
Change-89 (0%)
Value$6.1M (-$402.2K)
Filed 2026-10-08
Bfsg, LLC
DECREASED
Shares26,128 from 26,548
Change-420 (-2%)
Value$6.1M (-$484.4K)
Filed 2026-10-30
MontVue Capital Management, Inc.
DECREASED
Shares25,543 from 25,776
Change-233 (-1%)
Value$5.9M (-$429.8K)
Filed 2026-10-19
SigFig Wealth Management, LLC
INCREASED
Shares24,690 from 24,590
Change+100 (+0%)
Value$5.7M (-$285.4K)
Filed 2026-10-07
United Community Bank
INCREASED
Shares23,820 from 22,286
Change+1,534 (+7%)
Value$5.5M (+$30.4K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares23,769 from 23,741
Change+28 (+0%)
Value$5.6M (-$259.6K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares23,408 from 27,541
Change-4,133 (-15%)
Value$5.4M (-$1.4M)
Filed 2026-10-19
Western Reserve Capital Management, LLC
DECREASED
Shares22,920 from 22,929
Change-9 (0%)
Value$5.3M (-$336.4K)
Filed 2026-10-14
L.K. Benson & Company, P.C.
INCREASED
Shares22,656 from 21,656
Change+1,000 (+5%)
Value$5.2M (-$84.5K)
Filed 2026-10-23
Stone Loft Wealth Management LLC
INCREASED
Shares22,622 from 22,574
Change+48 (+0%)
Value$5.2M (-$184.5K)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares21,661 from 22,073
Change-412 (-2%)
Value$5.0M (-$417.2K)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares21,384 from 20,020
Change+1,364 (+7%)
Value$5.0M (+$23.9K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED
Shares21,289 from 20,723
Change+566 (+3%)
Value$4.9M (-$171.0K)
Filed 2026-10-16
Opulen Financial Group LLC
INCREASED
Shares20,975 from 20,672
Change+303 (+1%)
Value$4.9M (-$231.4K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED
Shares20,176 from 20,517
Change-341 (-2%)
Value$4.7M (-$378.1K)
Filed 2026-10-13
Coyle Financial Counsel LLC
DECREASED
Shares19,994 from 20,962
Change-968 (-5%)
Value$4.6M (-$529.7K)
Filed 2026-10-28
Curtis Advisory Group, LLC
UNCHANGED
Shares19,923 from 19,923
Change0 (0%)
Value$4.6M (-$290.5K)
Filed 2026-10-28
Baker Ellis Asset Management LLC
UNCHANGED
Shares18,274 from 18,274
Change0 (0%)
Value$4.2M (-$266.4K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares17,911 from 17,974
Change-63 (0%)
Value$4.1M (-$276.7K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares17,411 from 17,920
Change-509 (-3%)
Value$4.0M (-$379.3K)
Filed 2026-10-30
Wealth Group Ltd
DECREASED
Shares16,938 from 17,388
Change-450 (-3%)
Value$4.0M (-$294.9K)
Filed 2026-10-07
Vested Financial Planning, LLC
DECREASED
Shares16,830 from 19,722
Change-2,892 (-15%)
Value$3.9M (-$957.4K)
Filed 2026-10-28
Xena Financial Planning, LLC
INCREASED
Shares16,416 from 15,995
Change+421 (+3%)
Value$3.8M (-$135.8K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
DECREASED
Shares16,394 from 17,438
Change-1,044 (-6%)
Value$3.8M (-$496.0K)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
INCREASED
Shares16,110 from 12,766
Change+3,344 (+26%)
Value$3.7M (+$588.4K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares15,779 from 11,424
Change+4,355 (+38%)
Value$3.7M (+$842.1K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares15,764 from 15,755
Change+9 (+0%)
Value$3.7M (-$227.6K)
Filed 2026-10-09
Balentine LLC
UNCHANGED
Shares15,375 from 15,375
Change0 (0%)
Value$3.6M (-$224.2K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares15,307 from 15,342
Change-35 (0%)
Value$3.5M (-$231.7K)
Filed 2026-10-15
Values Added Financial LLC
DECREASED
Shares15,233 from 16,363
Change-1,130 (-7%)
Value$3.5M (-$500.3K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
DECREASED
Shares15,209 from 15,317
Change-108 (-1%)
Value$3.5M (-$248.3K)
Filed 2026-10-07
Five Pine Wealth Management
DECREASED
Shares14,644 from 14,888
Change-244 (-2%)
Value$3.4M (-$273.5K)
Filed 2026-10-20
Associated Banc-Corp
INCREASED
Shares14,274 from 13,325
Change+949 (+7%)
Value$3.3M (+$25.5K)
Filed 2026-10-30
Single Point Partners, LLC
INCREASED
Shares14,208 from 13,768
Change+440 (+3%)
Value$3.3M (-$98.9K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares14,054 from 8,296
Change+5,758 (+69%)
Value$3.3M (+$1.2M)
Filed 2026-11-03
Fullerton Advisors, LLC
DECREASED
Shares13,997 from 14,465
Change-468 (-3%)
Value$3.2M (-$319.3K)
Filed 2026-10-14
Chilton Capital Management LLC
DECREASED
Shares13,449 from 14,044
Change-595 (-4%)
Value$3.1M (-$342.6K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares13,068 from 12,051
Change+1,017 (+8%)
Value$3.0M (+$59.9K)
Filed 2026-11-05
Trust Point Inc.
DECREASED
Shares12,826 from 12,979
Change-153 (-1%)
Value$3.0M (-$224.7K)
Filed 2026-10-27
Pacific Center for Financial Services
DECREASED
Shares12,717 from 12,759
Change-42 (0%)
Value$2.9M (-$195.8K)
Filed 2026-10-15
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares12,694 from 12,898
Change-204 (-2%)
Value$2.9M (-$235.4K)
Filed 2026-10-27
Sellwood Investment Partners LLC
INCREASED
Shares12,644 from 12,601
Change+43 (+0%)
Value$2.9M (-$173.8K)
Filed 2026-11-03
Family CFO Inc
DECREASED
Shares12,452 from 14,089
Change-1,637 (-12%)
Value$2.9M (-$584.6K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares11,967 from 11,870
Change+97 (+1%)
Value$2.8M (-$150.5K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares11,887 from 11,290
Change+597 (+5%)
Value$2.8M (-$26.2K)
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares11,738 from 12,422
Change-684 (-6%)
Value$2.7M (-$339.5K)
Filed 2026-10-16
Flagship Private Wealth, LLC
INCREASED
Shares11,438 from 11,367
Change+71 (+1%)
Value$2.6M (-$149.3K)
Filed 2026-11-05
CWS Financial Advisors, LLC
DECREASED
Shares11,356 from 11,694
Change-338 (-3%)
Value$2.6M (-$248.8K)
Filed 2026-10-16
Cypress Capital Group
UNCHANGED
Shares11,320 from 11,320
Change0 (0%)
Value$2.6M (-$165.0K)
Filed 2026-11-03
Apollon Financial, LLC
UNCHANGED
Shares11,141 from 11,141
Change0 (0%)
Value$2.6M (-$162.4K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares10,879 from 11,283
Change-404 (-4%)
Value$2.5M (-$248.2K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
DECREASED
Shares10,414 from 10,586
Change-172 (-2%)
Value$2.4M (-$105.9K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares10,286 from 10,831
Change-545 (-5%)
Value$2.4M (-$284.2K)
Filed 2026-10-30
Fee-Only Financial Planning, L.C.
DECREASED
Shares10,066 from 10,520
Change-454 (-4%)
Value$2.3M (-$258.5K)
Filed 2026-10-23
May Hill Capital, LLC
DECREASED
Shares9,973 from 9,984
Change-11 (0%)
Value$2.3M (-$148.1K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares9,717 from 9,766
Change-49 (0%)
Value$2.3M (-$153.8K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares9,717 from 9,711
Change+6 (+0%)
Value$2.3M (-$140.3K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares9,676 from 9,269
Change+407 (+4%)
Value$2.2M (-$41.0K)
Filed 2026-10-23
TFC Financial Management, Inc.
INCREASED
Shares9,671 from 9,667
Change+4 (+0%)
Value$2.2M (-$140.0K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
DECREASED
Shares9,642 from 9,645
Change-3 (0%)
Value$2.2M (-$141.4K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares9,575 from 7,575
Change+2,000 (+26%)
Value$2.2M (+$352.5K)
Filed 2026-10-26
Diversified Enterprises, LLC
DECREASED
Shares9,552 from 9,774
Change-222 (-2%)
Value$2.2M (-$193.7K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares9,261 from 9,008
Change+253 (+3%)
Value$2.1M (-$72.9K)
Filed 2026-10-29
CGN Advisors LLC
DECREASED
Shares9,196 from 9,232
Change-36 (0%)
Value$2.1M (-$143.1K)
Filed 2026-10-21
Facet Wealth, Inc.
DECREASED
Shares9,106 from 9,336
Change-230 (-2%)
Value$2.1M (-$189.4K)
Filed 2026-11-04
Emergent Wealth Advisors, LLC
DECREASED
Shares8,963 from 9,998
Change-1,035 (-10%)
Value$2.1M (-$302.3K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares8,951 from 6,054
Change+2,897 (+48%)
Value$2.1M (+$582.8K)
Filed 2026-10-13
Briggs Wealth Management, Inc
UNCHANGED
Shares8,933 from 8,933
Change0 (0%)
Value$2.1M (-$130.2K)
Filed 2026-10-26
KWB Wealth
DECREASED
Shares8,878 from 8,911
Change-33 (0%)
Value$2.1M (-$137.6K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares8,814 from 8,517
Change+297 (+3%)
Value$2.0M (-$55.4K)
Filed 2026-10-21
Phillips Financial Management, LLC
DECREASED
Shares8,582 from 8,596
Change-14 (0%)
Value$2.0M (-$128.6K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
DECREASED
Shares8,567 from 8,801
Change-234 (-3%)
Value$2.0M (-$182.3K)
Filed 2026-11-02
Finer Wealth Management, Inc.
NEW
Shares8,426
Change+8,426
Value$2.0M
Filed 2026-10-16
Successful Portfolios LLC
INCREASED
Shares8,396 from 8,060
Change+336 (+4%)
Value$2.0M (+$42.2K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
DECREASED
Shares8,380 from 8,433
Change-53 (-1%)
Value$1.9M (-$135.2K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares8,213 from 1,767
Change+6,446 (+365%)
Value$1.9M (+$1.5M)
Filed 2026-10-29
Calder Financial LLC
DECREASED
Shares8,165 from 8,774
Change-609 (-7%)
Value$1.9M (-$268.9K)
Filed 2026-10-13
Telos Capital Management, Inc.
DECREASED
Shares8,130 from 8,228
Change-98 (-1%)
Value$1.9M (-$142.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares8,073 from 8,254
Change-181 (-2%)
Value$1.9M (-$162.0K)
Filed 2026-10-13
Keybank National Association
DECREASED
Shares8,070 from 8,297
Change-227 (-3%)
Value$1.9M (-$173.6K)
Filed 2026-11-04
BostonPremier Wealth LLC
INCREASED
Shares8,063 from 7,761
Change+302 (+4%)
Value$1.9M (-$43.1K)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares7,881 from 5,535
Change+2,346 (+42%)
Value$1.8M (+$462.9K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
INCREASED
Shares7,862 from 7,778
Change+84 (+1%)
Value$1.8M (-$94.0K)
Filed 2026-10-26
AUA Capital Management, LLC
UNCHANGED
Shares7,792 from 7,792
Change0 (0%)
Value$1.8M (-$113.6K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
INCREASED
Shares7,748 from 7,712
Change+36 (+0%)
Value$1.8M (-$104.2K)
Filed 2026-10-15
Destiny Wealth Partners, LLC
NEW
Shares7,746
Change+7,746
Value$1.8M
Filed 2026-11-05
Hunter Associates Investment Management LLC
DECREASED
Shares7,724 from 7,849
Change-125 (-2%)
Value$1.8K (-$1.9M)
Filed 2026-10-26
Clark Asset Management, LLC
INCREASED
Shares7,721 from 2,622
Change+5,099 (+194%)
Value$1.8M (+$1.1M)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED
Shares7,561 from 7,573
Change-12 (0%)
Value$1.8M (-$113.2K)
Filed 2026-10-22
Pinnacle Associates LTD
UNCHANGED
Shares7,515 from 7,515
Change0 (0%)
Value$1.7M (-$109.6K)
Filed 2026-10-20
Legacy Wealth Partners, LLC
DECREASED
Shares7,485 from 7,546
Change-61 (-1%)
Value$1.7M (-$124.2K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares7,465 from 7,465
Change0 (0%)
Value$1.7M (-$108.8K)
Filed 2026-10-23
GSG Advisors LLC
INCREASED
Shares7,030 from 7,015
Change+15 (+0%)
Value$1.6M (-$98.8K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares7,013 from 7,600
Change-587 (-8%)
Value$1.6M (-$246.7K)
Filed 2026-10-15
Bull Street Advisors, LLC
INCREASED
Shares6,984 from 6,913
Change+71 (+1%)
Value$1.6K (-$1.7M)
Filed 2026-10-20
GFS Advisors, LLC
DECREASED
Shares6,889 from 7,298
Change-409 (-6%)
Value$1.6M (-$5.0M)
Filed 2026-11-03
TFB Advisors LLC
DECREASED
Shares6,861 from 7,246
Change-385 (-5%)
Value$1.6M (-$194.8K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares6,673 from 6,769
Change-96 (-1%)
Value$1.5M (-$120.9K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,669 from 11,809
Change-5,140 (-44%)
Value$1.5M (-$1.3M)
Filed 2026-10-13
Fire Capital Management LLC
DECREASED
Shares6,660 from 6,960
Change-300 (-4%)
Value$1.5M (-$171.0K)
Filed 2026-10-27
Global Strategic Investment Solutions, LLC
INCREASED
Shares6,654 from 6,650
Change+4 (+0%)
Value$1.5M (-$96.1K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares6,633 from 6,633
Change0 (0%)
Value$1.5M (-$96.7K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares6,494 from 6,436
Change+58 (+1%)
Value$1.5M (-$38.4K)
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares6,487 from 5,547
Change+940 (+17%)
Value$1.5M (+$137.0K)
Filed 2026-10-22
Burton Enright Welch
DECREASED
Shares6,356 from 6,360
Change-4 (0%)
Value$1.5M (-$93.7K)
Filed 2026-11-04
Ballast, Inc.
UNCHANGED
Shares6,325 from 6,325
Change0 (0%)
Value$1.5M (-$92.2K)
Filed 2026-10-20
Sage Rhino Capital LLC
UNCHANGED
Shares6,313 from 6,313
Change0 (0%)
Value$1.5M (-$92.0K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
INCREASED
Shares6,311 from 6,245
Change+66 (+1%)
Value$1.5M (-$75.9K)
Filed 2026-10-22
Selective Wealth Management, Inc.
INCREASED
Shares6,170 from 5,839
Change+331 (+6%)
Value$1.4M (+$32.8K)
Filed 2026-10-16
FF Advisors,LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$1.4M (-$89.7K)
Filed 2026-10-21
MCF Advisors LLC
INCREASED
Shares6,108 from 5,914
Change+194 (+3%)
Value$1.4M (-$41.3K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares5,994 from 1,566
Change+4,428 (+283%)
Value$1.4M (+$1.0M)
Filed 2026-10-29
AMG Asset Management Group, Inc.
DECREASED
Shares5,976 from 6,517
Change-541 (-8%)
Value$1.4M (-$220.3K)
Filed 2026-10-21
GuidedMoney, LLC
UNCHANGED
Shares5,898 from 5,898
Change0 (0%)
Value$1.4M (-$86.0K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares5,797 from 6,325
Change-528 (-8%)
Value$1.3M (-$214.5K)
Filed 2026-10-23
Worth Financial Advisory Group, LLC
INCREASED
Shares5,783 from 5,746
Change+37 (+1%)
Value$1.3M (-$75.3K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,779 from 3,772
Change+2,007 (+53%)
Value$1.3M (+$409.9K)
Filed 2026-10-08
Howard Wealth Management, LLC
DECREASED
Shares5,609 from 5,674
Change-65 (-1%)
Value$1.3M (-$97.7K)
Filed 2026-10-28
McClarren Financial Advisors, Inc.
INCREASED
Shares5,591 from 5,571
Change+20 (+0%)
Value$1.3M (-$76.6K)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares5,584 from 5,320
Change+264 (+5%)
Value$1.3M (-$16.4K)
Filed 2026-10-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,503 from 4,838
Change+665 (+14%)
Value$1.3M (+$83.5K)
Filed 2026-10-09
Centerpoint Advisors, LLC
DECREASED
Shares5,439 from 5,501
Change-62 (-1%)
Value$1.3K (-$1.4M)
Filed 2026-11-05
Woodmont Investment Counsel LLC
DECREASED
Shares5,319 from 5,344
Change-25 (0%)
Value$1.2M (-$83.7K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares5,180 from 4,426
Change+754 (+17%)
Value$1.2M (+$103.8K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares5,108
Change+5,108
Value$1.2M
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares4,859 from 5,392
Change-533 (-10%)
Value$1.1M (-$202.1K)
Filed 2026-10-30
Innova Wealth Partners
INCREASED
Shares4,849 from 1,584
Change+3,265 (+206%)
Value$1.1M (+$733.3K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares4,836 from 9,016
Change-4,180 (-46%)
Value$1.1M (-$1.1M)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares4,817 from 4,841
Change-24 (0%)
Value$1.1M (-$76.0K)
Filed 2026-10-22
Tanager Wealth Management LLP
UNCHANGED
Shares4,737 from 4,737
Change0 (0%)
Value$1.1M (-$69.1K)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
DECREASED
Shares4,735 from 4,812
Change-77 (-2%)
Value$1.1M (-$88.0K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares4,653 from 3,367
Change+1,286 (+38%)
Value$1.1M (+$248.6K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares4,478 from 4,386
Change+92 (+2%)
Value$1.0M (-$42.2K)
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares4,471 from 4,471
Change0 (0%)
Value$1.0M (-$65.2K)
Filed 2026-10-23
Red Mountain Financial, LLC
DECREASED
Shares4,442 from 4,721
Change-279 (-6%)
Value$1.0M (-$133.4K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$1.0M (-$63.9K)
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares4,246 from 4,245
Change+1 (+0%)
Value$983.4K (-$61.8K)
Filed 2026-11-05
International Assets Investment Management, LLC
UNCHANGED
Shares4,234 from 4,234
Change0 (0%)
Value$987.0K (-$49.8K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares4,225 from 4,276
Change-51 (-1%)
Value$978.6K (-$74.2K)
Filed 2026-11-02
Perennial Advisors, LLC
DECREASED
Shares4,211 from 4,244
Change-33 (-1%)
Value$975.4K (-$69.5K)
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares4,209 from 4,350
Change-141 (-3%)
Value$974.8K (-$96.2K)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares4,186 from 4,010
Change+176 (+4%)
Value$969.5K (-$17.9K)
Filed 2026-11-05
Washington Trust Bank
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$969.1K (-$61.0K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
DECREASED
Shares4,140 from 4,285
Change-145 (-3%)
Value$958.9K (-$96.1K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares4,107 from 3,682
Change+425 (+12%)
Value$951.3K (+$44.8K)
Filed 2026-10-08
Syverson Strege & Co
UNCHANGED
Shares4,079 from 4,079
Change0 (0%)
Value$944.8K (-$59.5K)
Filed 2026-11-02
Midwest Trust Co
INCREASED
Shares4,021 from 3,988
Change+33 (+1%)
Value$931.4K (-$50.5K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares3,997
Change+3,997
Value$925.8K
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares3,989 from 3,307
Change+682 (+21%)
Value$924.0K (+$109.9K)
Filed 2026-10-26
Traveka Wealth, LLC
UNCHANGED
Shares3,987 from 3,987
Change0 (0%)
Value$923.5K (-$58.1K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares3,959 from 4,120
Change-161 (-4%)
Value$917.1K (-$97.3K)
Filed 2026-10-30
Coastline Trust Co
DECREASED
Shares3,939 from 4,220
Change-281 (-7%)
Value$912.4K (-$126.6K)
Filed 2026-10-01
Atticus Wealth Management, LLC
INCREASED
Shares3,934 from 3,929
Change+5 (+0%)
Value$911.3K (-$56.1K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares3,905 from 2,394
Change+1,511 (+63%)
Value$919.5K (+$350.9K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares3,904 from 3,720
Change+184 (+5%)
Value$904.3K (-$11.7K)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares3,866
Change+3,866
Value$895.5K
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares3,842 from 3,843
Change-1 (0%)
Value$889.9K (-$56.3K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
DECREASED
Shares3,836 from 3,896
Change-60 (-2%)
Value$888.6K (-$70.6K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares3,807 from 3,698
Change+109 (+3%)
Value$881.8K (-$28.7K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares3,804 from 2,561
Change+1,243 (+49%)
Value$881.1K (+$250.6K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
DECREASED
Shares3,783 from 4,423
Change-640 (-14%)
Value$876.2K (-$212.7K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,775 from 3,989
Change-214 (-5%)
Value$874.4K (-$107.7K)
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares3,722 from 3,680
Change+42 (+1%)
Value$862.1K (-$43.9K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$861.4K (-$54.2K)
Filed 2026-10-22
First Growth Capital LLC
DECREASED
Shares3,697 from 4,590
Change-893 (-19%)
Value$856.3K (-$273.8K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares3,686 from 3,684
Change+2 (+0%)
Value$853.7K (-$53.4K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares3,678 from 3,678
Change0 (0%)
Value$835.5K (-$52.9K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares3,647 from 2,093
Change+1,554 (+74%)
Value$844.7K (+$329.2K)
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares3,617 from 3,759
Change-142 (-4%)
Value$837.8K (-$87.8K)
Filed 2026-10-29
Sage Capital Advisors,llc
INCREASED
Shares3,604 from 3,501
Change+103 (+3%)
Value$834.9K (-$27.2K)
Filed 2026-10-13
Clarity Capital Advisors, LLC
INCREASED
Shares3,599 from 3,594
Change+5 (+0%)
Value$833.7K (-$51.2K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares3,580 from 3,589
Change-9 (0%)
Value$829 (-$883.2K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,533 from 3,506
Change+27 (+1%)
Value$818.3K (-$44.9K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares3,524 from 3,523
Change+1 (+0%)
Value$816.3K (-$51.1K)
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares3,448 from 3,448
Change0 (0%)
Value$798.7K (-$50.3K)
Filed 2026-10-23
Center For Asset Management LLC
DECREASED
Shares3,439 from 8,290
Change-4,851 (-59%)
Value$796.6K (-$1.2M)
Filed 2026-10-16
Creekside Partners
UNCHANGED
Shares3,418 from 3,418
Change0 (0%)
Value$791.8K (-$49.8K)
Filed 2026-11-04
Fermata Advisors, LLC
NEW
Shares3,409
Change+3,409
Value$789.7K
Filed 2026-10-13
Lpwm LLC
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$767.9K (-$48.3K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$769.3K (-$38.3K)
Filed 2026-10-16
Wealth Architects, LLC
UNCHANGED
Shares3,284 from 3,284
Change0 (0%)
Value$760.8K (-$47.9K)
Filed 2026-11-03
Bailard, Inc.
UNCHANGED
Shares3,270 from 3,270
Change0 (0%)
Value$757.4K (-$47.7K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares3,240 from 3,471
Change-231 (-7%)
Value$750.5K (-$104.2K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares3,188 from 2,981
Change+207 (+7%)
Value$738 (-$733.3K)
Filed 2026-10-26
Stablepoint Partners, LLC
DECREASED
Shares3,173 from 3,175
Change-2 (0%)
Value$735.0K (-$46.8K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares3,120 from 1,560
Change+1,560 (+100%)
Value$722.7K (+$338.6K)
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares3,110 from 2,851
Change+259 (+9%)
Value$720.2K (+$18.2K)
Filed 2026-11-05
Financial Harvest, LLC
INCREASED
Shares3,096 from 3,086
Change+10 (+0%)
Value$717.1K (-$42.7K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares3,096 from 3,092
Change+4 (+0%)
Value$717.0K (-$44.2K)
Filed 2026-10-26
Private Management Group Inc
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$709.3K (-$44.6K)
Filed 2026-11-04
PUREfi Wealth, LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$708.6K (-$44.6K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares3,042 from 3,056
Change-14 (0%)
Value$704.6K (-$47.8K)
Filed 2026-10-16
Harpswell Capital Advisors, LLC
INCREASED
Shares3,011 from 2,954
Change+57 (+2%)
Value$697.4K (-$29.9K)
Filed 2026-10-09
Schmidt P J Investment Management Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$694.9K (-$43.7K)
Filed 2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,999 from 3,013
Change-14 (0%)
Value$694.7K (-$47.2K)
Filed 2026-10-29
Eagle Strategies LLC
INCREASED
Shares2,986 from 2,353
Change+633 (+27%)
Value$691.5K (+$112.2K)
Filed 2026-10-16
Venture Visionary Partners LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$691.4K (-$43.5K)
Filed 2026-10-07
ARS Investment Partners, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$689.1K (-$43.4K)
Filed 2026-11-05
Advisortrust Partners, LLC
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$687.9K (-$43.3K)
Filed 2026-11-02
Busey Bank
INCREASED
Shares2,938 from 2,859
Change+79 (+3%)
Value$680.5K (-$23.4K)
Filed 2026-10-26
Forum Financial Management, LP
INCREASED
Shares2,927 from 2,923
Change+4 (+0%)
Value$678.0K (-$41.7K)
Filed 2026-10-16
Narwhal Capital Management
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$675.7K (-$42.5K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$674.5K (-$42.5K)
Filed 2026-10-01
Perigon Wealth Management, LLC
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$671.9K (-$42.3K)
Filed 2026-10-22
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$667.3K (-$42.0K)
Filed 2026-10-09
Financial Security Advisor, Inc.
NEW
Shares2,878
Change+2,878
Value$666.7K
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,865 from 2,872
Change-7 (0%)
Value$663.6K (-$43.5K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares2,863 from 2,229
Change+634 (+28%)
Value$663.2K (+$114.3K)
Filed 2026-10-22
Sage Mountain Advisors LLC
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$661.1K (-$41.6K)
Filed 2026-11-02
ARK & TLK Investments, LLC
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$660.8K (-$41.6K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares2,830 from 1,765
Change+1,065 (+60%)
Value$655.5K (+$221.0K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares2,793 from 2,484
Change+309 (+12%)
Value$646.9K (+$35.4K)
Filed 2026-10-28
Chesley Taft & Associates LLC
INCREASED
Shares2,784 from 2,763
Change+21 (+1%)
Value$644.8K (-$35.4K)
Filed 2026-10-13
Sigma Investment Counselors Inc
INCREASED
Shares2,770 from 1,570
Change+1,200 (+76%)
Value$641.6K (+$255.1K)
Filed 2026-10-27
LongView Wealth Management
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$619.8K (-$39.0K)
Filed 2026-10-19
Embree Financial Group
INCREASED
Shares2,667 from 2,101
Change+566 (+27%)
Value$617.9K (+$100.7K)
Filed 2026-10-22
Align Financial, LLC
INCREASED
Shares2,661 from 2,610
Change+51 (+2%)
Value$616.4K (-$26.2K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares2,635 from 2,479
Change+156 (+6%)
Value$612.7K (+$14.2K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares2,617 from 2,493
Change+124 (+5%)
Value$606.1K (-$7.8K)
Filed 2026-10-16
Truefg, LLC
INCREASED
Shares2,553 from 2,492
Change+61 (+2%)
Value$591.3K (-$22.3K)
Filed 2026-10-15
Newton One Investments LLC
DECREASED
Shares2,543 from 2,573
Change-30 (-1%)
Value$589.1K (-$44.4K)
Filed 2026-10-14
Bridgelight Financial Advisors, Inc.
INCREASED
Shares2,525 from 2,500
Change+25 (+1%)
Value$584.8K (-$30.8K)
Filed 2026-10-20
Ironwood Wealth Management, Llc.
DECREASED
Shares2,447 from 2,704
Change-257 (-9%)
Value$566.8K (-$98.8K)
Filed 2026-10-28
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares2,419 from 2,428
Change-9 (0%)
Value$560.4K (-$37.5K)
Filed 2026-10-08
Brooklyn FI, LLC
INCREASED
Shares2,404 from 641
Change+1,763 (+275%)
Value$561.2K (+$408.7K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares2,401 from 2,119
Change+282 (+13%)
Value$556.2K (+$34.5K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares2,388 from 2,391
Change-3 (0%)
Value$553.2K (-$35.6K)
Filed 2026-10-30
L. Roy Papp & Associates, LLP
DECREASED
Shares2,386 from 2,511
Change-125 (-5%)
Value$552.7K (-$65.5K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares2,378
Change+2,378
Value$548
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares2,363 from 2,428
Change-65 (-3%)
Value$547.3K (-$50.5K)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares2,354 from 1,104
Change+1,250 (+113%)
Value$545.2K (+$273.3K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$534.6K (-$33.7K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares2,300 from 2,378
Change-78 (-3%)
Value$532.6K (-$52.8K)
Filed 2026-11-05
Michels Family Financial, LLC
INCREASED
Shares2,295 from 2,290
Change+5 (+0%)
Value$531.7K (-$32.2K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares2,273 from 2,237
Change+36 (+2%)
Value$526.5K (-$24.3K)
Filed 2026-10-09
Compound Planning, Inc.
DECREASED
Shares2,271 from 2,786
Change-515 (-18%)
Value$526.1K (-$159.8K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares2,253 from 2,021
Change+232 (+11%)
Value$521.7K (+$24.1K)
Filed 2026-10-27
VestGen Advisors, LLC
INCREASED
Shares2,246 from 1,429
Change+817 (+57%)
Value$520.2K (+$168.5K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,236 from 2,170
Change+66 (+3%)
Value$517.9K (-$16.4K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$516.1K (-$32.5K)
Filed 2026-10-21
Claro Advisors Inc.
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$510.7K (-$32.2K)
Filed 2026-11-02
AMG National Trust Bank
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$509.8K (-$32.1K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares2,179 from 2,179
Change0 (0%)
Value$504.8K (-$31.7K)
Filed 2026-10-05
Obermeyer Wealth Partners
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$503.8K (-$31.7K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares2,173 from 3,063
Change-890 (-29%)
Value$503.3K (-$250.8K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares2,160 from 2,181
Change-21 (-1%)
Value$500.4K (-$36.6K)
Filed 2026-10-16
Next Level Private LLC
INCREASED
Shares2,060 from 2,053
Change+7 (+0%)
Value$477.3K (-$28.1K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
UNCHANGED
Shares2,032 from 2,032
Change0 (0%)
Value$470.7K (-$29.6K)
Filed 2026-10-22
RPG Investment Advisory, LLC
DECREASED
Shares2,024 from 3,712
Change-1,688 (-45%)
Value$468.8K (-$445.1K)
Filed 2026-10-21
Garde Capital, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$463.3K (-$29.2K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$463.0K (-$29.1K)
Filed 2026-10-13
Realta Investment Advisors
INCREASED
Shares1,998 from 1,063
Change+935 (+88%)
Value$462.7K (+$201.1K)
Filed 2026-10-14
Howland Capital Management LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$461.2K (-$29.0K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,987 from 1,590
Change+397 (+25%)
Value$460.3K (+$68.8K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,976
Change+1,976
Value$461.4K
Filed 2026-10-20
CRA Financial Services, LLC
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$451.2K (-$28.4K)
Filed 2026-10-16
Trust Co of Vermont
DECREASED
Shares1,947 from 1,978
Change-31 (-2%)
Value$451.0K (-$36.0K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares1,943 from 2,014
Change-71 (-4%)
Value$450.1K (-$45.8K)
Filed 2026-10-20
Macco Financial Group, Inc.
DECREASED
Shares1,926 from 4,983
Change-3,057 (-61%)
Value$446.2K (-$780.5K)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$443.8K (-$27.9K)
Filed 2026-10-23
Fifth Third Securities, Inc.
NEW
Shares1,915
Change+1,915
Value$443.6K
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares1,912
Change+1,912
Value$442.8K
Filed 2026-10-14
S.A. Mason LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$442.4K (-$27.8K)
Filed 2026-10-13
Cutler Investment Counsel LLC
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$437.6K (-$27.5K)
Filed 2026-10-28
Orgel Wealth Management, LLC
DECREASED
Shares1,884 from 1,993
Change-109 (-5%)
Value$436.4K (-$54.3K)
Filed 2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED
Shares1,884 from 1,883
Change+1 (+0%)
Value$436.3K (-$26.7K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares1,871 from 1,505
Change+366 (+24%)
Value$433.3K (+$62.9K)
Filed 2026-10-13
Reston Wealth Management LLC
DECREASED
Shares1,835 from 2,042
Change-207 (-10%)
Value$425.0K (-$77.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares1,819 from 2,292
Change-473 (-21%)
Value$414.3K (-$149.9K)
Filed 2026-10-15
Heritage Family Offices, LLP
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$421.1K (-$26.5K)
Filed 2026-11-02
Saxon Interests, Inc.
DECREASED
Shares1,811 from 1,829
Change-18 (-1%)
Value$419.5K (-$30.8K)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares1,789 from 1,707
Change+82 (+5%)
Value$412.9K (+$7.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares1,789 from 1,707
Change+82 (+5%)
Value$412.9K (+$7.3K)
Filed 2026-10-20
Rodgers & Associates, LTD
UNCHANGED
Shares1,789 from 1,789
Change0 (0%)
Value$414.4K (-$26.1K)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$411.1K (-$25.9K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares1,761 from 1,514
Change+247 (+16%)
Value$404.0K (+$45.4K)
Filed 2026-10-27
Certuity, LLC
INCREASED
Shares1,753 from 925
Change+828 (+90%)
Value$406.0K (+$178.3K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares1,735 from 1,312
Change+423 (+32%)
Value$401.9K (+$131.9K)
Filed 2026-10-13
Evermay Wealth Management LLC
INCREASED
Shares1,733 from 1,660
Change+73 (+4%)
Value$401.4K (-$7.3K)
Filed 2026-11-05
MKT Advisors LLC
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$402.1K (-$14.5K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,723 from 1,767
Change-44 (-2%)
Value$399.1K (-$36.0K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
DECREASED
Shares1,721 from 2,130
Change-409 (-19%)
Value$398.6K (-$125.8K)
Filed 2026-10-20
NWF Advisory Services Inc.
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$397.0K (-$25.0K)
Filed 2026-10-19
Cornerstone Planning Group LLC
DECREASED
Shares1,706 from 1,732
Change-26 (-1%)
Value$401.0K (-$10.9K)
Filed 2026-10-16
Mitchell Sinkler & Starr
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$393.8K (-$24.8K)
Filed 2026-10-13
Prospect Financial Group LLC
UNCHANGED
Shares1,692 from 1,692
Change0 (0%)
Value$391.9K (-$24.7K)
Filed 2026-11-05
Enclave Advisors LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$390.8K (-$24.6K)
Filed 2026-10-14
71 West Capital Partners
UNCHANGED
Shares1,673 from 1,673
Change0 (0%)
Value$387.5K (-$24.4K)
Filed 2026-11-04
Bryant Woods Investment Advisors, LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$387.3K (-$24.4K)
Filed 2026-10-26
Secure Asset Management, LLC
DECREASED
Shares1,657 from 4,096
Change-2,439 (-60%)
Value$383.9K (-$624.6K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
DECREASED
Shares1,652 from 1,863
Change-211 (-11%)
Value$382.6K (-$76.1K)
Filed 2026-10-15
New Perspectives, Inc
DECREASED
Shares1,651 from 1,668
Change-17 (-1%)
Value$382.4K (-$28.3K)
Filed 2026-10-14
Downshift Financial, LLC
DECREASED
Shares1,648 from 1,734
Change-86 (-5%)
Value$381.7K (-$45.2K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares1,639
Change+1,639
Value$379.7K
Filed 2026-10-26
Manuka Financial, LLC
INCREASED
Shares1,629 from 1,628
Change+1 (+0%)
Value$377.2K (-$23.5K)
Filed 2026-10-16
Bay Capital Advisors, LLC
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$372.2K (-$23.4K)
Filed 2026-10-16
Merited Wealth, LLC
DECREASED
Shares1,600 from 1,649
Change-49 (-3%)
Value$370.6K (-$35.4K)
Filed 2026-10-13
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$368.5K (-$23.2K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares1,572 from 1,492
Change+80 (+5%)
Value$364.1K (-$3.2K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,571 from 1,580
Change-9 (-1%)
Value$363.9K (-$25.1K)
Filed 2026-10-27
Interchange Capital Partners, LLC
INCREASED
Shares1,566 from 1,565
Change+1 (+0%)
Value$362.6K (-$22.6K)
Filed 2026-10-28
Regions Financial Corp
DECREASED
Shares1,558 from 1,571
Change-13 (-1%)
Value$360.9K (-$25.9K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
NEW
Shares1,550
Change+1,550
Value$359.0K
Filed 2026-10-07
Register Financial Advisors LLC
INCREASED
Shares1,545 from 1,444
Change+101 (+7%)
Value$357.9K (+$2.3K)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares1,541 from 1,622
Change-81 (-5%)
Value$356.9K (-$42.4K)
Filed 2026-10-28
Juno Financial Group LLC
INCREASED
Shares1,539 from 1,535
Change+4 (+0%)
Value$356.5K (-$21.5K)
Filed 2026-10-27
Koenig Investment Advisory, LLC
INCREASED
Shares1,535 from 1,534
Change+1 (+0%)
Value$355.5K (-$22.1K)
Filed 2026-10-09
Verus Financial Partners, Inc.
NEW
Shares1,532
Change+1,532
Value$354.8K
Filed 2026-10-29
Rockwood Wealth Management, LLC
INCREASED
Shares1,530 from 1,344
Change+186 (+14%)
Value$354.4K (+$23.5K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$353.2K (-$22.2K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
UNCHANGED
Shares1,517 from 1,517
Change0 (0%)
Value$351.4K (-$22.1K)
Filed 2026-10-05
Quadcap Wealth Management, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$350.9K (-$22.1K)
Filed 2026-11-02
Global Assets Advisory, LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$358.7K (-$13.4K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$349.1K (-$22.0K)
Filed 2026-10-13
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$345.6K (-$21.8K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares1,487 from 1,352
Change+135 (+10%)
Value$344.4K (+$11.6K)
Filed 2026-10-30
First Nebraska Trust Co
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$343.5K (-$21.6K)
Filed 2026-10-30
Gateway Investment Advisers LLC
NEW
Shares1,482
Change+1,482
Value$343.3K
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares1,479 from 1,527
Change-48 (-3%)
Value$342.6K (-$33.4K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares1,478 from 1,180
Change+298 (+25%)
Value$342.5K (+$52.1K)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares1,474 from 1,351
Change+123 (+9%)
Value$341.4K (+$8.8K)
Filed 2026-10-08
Alpha Omega Wealth Management LLC
DECREASED
Shares1,472 from 1,722
Change-250 (-15%)
Value$341.0K (-$83.0K)
Filed 2026-10-23
Carolina Wealth Management Inc
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$339.6K (-$21.2K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares1,462 from 1,608
Change-146 (-9%)
Value$338.6K (-$57.2K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$337.3K (-$21.2K)
Filed 2026-10-15
Oakworth Capital, Inc.
INCREASED
Shares1,453 from 450
Change+1,003 (+223%)
Value$336.6K (+$226.0K)
Filed 2026-10-26
Madson Wealth Advisors Inc
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$336.6K (-$21.0K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
INCREASED
Shares1,408 from 1,407
Change+1 (+0%)
Value$326.2K (-$18.4K)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
DECREASED
Shares1,398 from 1,521
Change-123 (-8%)
Value$331.5K (-$40.9K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$322.4K (-$20.3K)
Filed 2026-10-22
Mullooly Asset Management, Inc.
INCREASED
Shares1,387 from 1,383
Change+4 (+0%)
Value$321.1K (-$19.4K)
Filed 2026-10-30
Everhart Financial Group, Inc.
DECREASED
Shares1,383 from 1,388
Change-5 (0%)
Value$320.2K (-$21.6K)
Filed 2026-10-08
Intelligent Financial Strategies
INCREASED
Shares1,381 from 1,378
Change+3 (+0%)
Value$319.8K (-$19.5K)
Filed 2026-10-16
Mirador Capital Partners LP
DECREASED
Shares1,380 from 1,479
Change-99 (-7%)
Value$319.5K (-$44.7K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$312.7K (-$17.9K)
Filed 2026-10-09
J.Safra Asset Management Corp
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$311.3K (-$19.6K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares1,340 from 1,358
Change-18 (-1%)
Value$310.3K (-$24.0K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$310.4K (-$19.5K)
Filed 2026-10-13
Davis Investment Partners, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$309.0K (-$19.5K)
Filed 2026-11-05
Simplicity Wealth,LLC
NEW
Shares1,329
Change+1,329
Value$307.8K
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares1,325 from 1,262
Change+63 (+5%)
Value$307.0K (-$3.7K)
Filed 2026-11-04
Donalies Financial Planning, LLC
INCREASED
Shares1,315 from 1,314
Change+1 (+0%)
Value$304.6K (-$18.9K)
Filed 2026-10-19
Beacon Advisors Holdings, LLC
INCREASED
Shares1,302 from 1,298
Change+4 (+0%)
Value$301.5K (-$18.2K)
Filed 2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,301 from 1,293
Change+8 (+1%)
Value$301.3K (-$17.2K)
Filed 2026-11-02
Midway Capital Research & Management
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$301.4K (-$19.0K)
Filed 2026-10-20
NBT Bank, N.A.
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$299.4K (-$18.8K)
Filed 2026-10-21
Liberty Capital Management, Inc.
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$299.3K (-$18.8K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,286 from 1,097
Change+189 (+17%)
Value$297.9K (+$27.8K)
Filed 2026-10-05
Ellsworth Advisors, LLC
INCREASED
Shares1,286 from 1,283
Change+3 (+0%)
Value$297.9K (-$10.4K)
Filed 2026-10-15
Summit Global Investments
DECREASED
Shares1,272 from 1,314
Change-42 (-3%)
Value$295 (-$323.7K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares1,265 from 1,263
Change+2 (+0%)
Value$293.1K (-$17.9K)
Filed 2026-10-13
Nixon Peabody Trust Co
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$291.9K (-$18.4K)
Filed 2026-10-23
Auour Investments LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$290.9K (-$18.3K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$285.8K (-$18.0K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares1,232 from 1,072
Change+160 (+15%)
Value$285.4K (+$21.4K)
Filed 2026-10-14
D.B. Root & Company, LLC
INCREASED
Shares1,231 from 1,230
Change+1 (+0%)
Value$285.1K (-$17.8K)
Filed 2026-11-04
Accredited Investors Inc.
DECREASED
Shares1,229 from 1,730
Change-501 (-29%)
Value$284.7K (-$141.3K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
DECREASED
Shares1,226 from 1,290
Change-64 (-5%)
Value$284.0K (-$33.6K)
Filed 2026-11-04
Guilbault Capital LLC
NEW
Shares1,225
Change+1,225
Value$283.7K
Filed 2026-10-28
Rinkey Investments
NEW
Shares1,224
Change+1,224
Value$283.5K
Filed 2026-10-28
Shakespeare Wealth Management, LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$278.2K (-$17.5K)
Filed 2026-10-28
Svrn Asset Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$278.0K (-$17.5K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares1,199 from 1,514
Change-315 (-21%)
Value$277.8K (-$95.2K)
Filed 2026-10-14
Bucket List Wealth Management, LLC
INCREASED
Shares1,183 from 1,180
Change+3 (+0%)
Value$274.0K (-$16.7K)
Filed 2026-10-22
Beacon Financial Advisory LLC
INCREASED
Shares1,181 from 1,179
Change+2 (+0%)
Value$273.6K (-$16.7K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares1,179 from 1,273
Change-94 (-7%)
Value$273.1K (-$40.3K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$271.3K (-$17.0K)
Filed 2026-10-30
Moneco Advisors, LLC
DECREASED
Shares1,143 from 1,150
Change-7 (-1%)
Value$264.6K (-$18.6K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$264.6K (-$16.7K)
Filed 2026-10-26
Adirondack Capital Advisors, LLC
INCREASED
Shares1,139 from 1,136
Change+3 (+0%)
Value$263.8K (-$15.9K)
Filed 2026-10-09
Valen Private Capital, LLC
NEW
Shares1,134
Change+1,134
Value$262.7K
Filed 2026-10-23
Seamount Financial Group Inc
INCREASED
Shares1,133 from 1,028
Change+105 (+10%)
Value$262.4K (+$9.2K)
Filed 2026-10-21
Journey Advisory Group, LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$261.3K (-$16.4K)
Filed 2026-11-04
BAR Harbor Wealth Management
NEW
Shares1,100
Change+1,100
Value$254.8K
Filed 2026-10-21
Parcion Private Wealth LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$254.8K (-$16.0K)
Filed 2026-10-28
Able Financial Group, LLC
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$253.9K (-$16.0K)
Filed 2026-10-14
Annex Advisory Services, LLC
NEW
Shares1,092
Change+1,092
Value$252.9K
Filed 2026-10-16
Taylor Securities Services, Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$252.0K (-$15.9K)
Filed 2026-10-20
Carnegie Investment Counsel
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$249.2K (-$15.7K)
Filed 2026-10-20
One Day In July LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$248.3K (-$15.6K)
Filed 2026-10-30
Mallini Complete Financial Planning LLC
INCREASED
Shares1,070 from 1,069
Change+1 (+0%)
Value$247.8K (-$15.4K)
Filed 2026-10-06
Baker Boyer National Bank
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$246.0K (-$15.5K)
Filed 2026-11-05
Boston Trust Walden Corp
NEW
Shares1,050
Change+1,050
Value$243.2K
Filed 2026-10-30
PKS Advisory Services, LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$258.1K ($0)
Filed 2026-10-26
Revolve Wealth Partners, LLC
INCREASED
Shares1,023 from 966
Change+57 (+6%)
Value$236.9K (-$878)
Filed 2026-10-23
Centurion Wealth Management LLC
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$235.4K (-$14.6K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$235.1K (-$14.8K)
Filed 2026-10-14
Hardin Capital Partners, LLC
INCREASED
Shares1,007 from 1,006
Change+1 (+0%)
Value$233.2K (-$14.6K)
Filed 2026-10-09
Beacon Financial Group
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$231.6K (-$14.6K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$231.6K (-$14.6K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares997 from 1,032
Change-35 (-3%)
Value$230.9K (-$23.2K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$230.9K (-$14.5K)
Filed 2026-10-05
Bath Savings Trust Co
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$229.8K (-$14.5K)
Filed 2026-10-07
Union Savings Bank
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$229.1K (-$14.4K)
Filed 2026-10-14
Morton Brown Family Wealth, LLC
DECREASED
Shares965 from 1,340
Change-375 (-28%)
Value$223.4K (-$106.6K)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$218.4K (-$13.7K)
Filed 2026-10-21
Vilga Financial Planning LLC
NEW
Shares937
Change+937
Value$217.0K
Filed 2026-10-09
Value Investment Professionals, LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$214.7K (-$13.5K)
Filed 2026-10-13
RAM Investment Partners, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$214.3K (-$13.5K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares924 from 1,002
Change-78 (-8%)
Value$213.9K (-$32.9K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares921 from 922
Change-1 (0%)
Value$213.3K (-$13.7K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$210.7K (-$13.3K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares907 from 464
Change+443 (+95%)
Value$210.0K (+$95.8K)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$208.5K (-$13.1K)
Filed 2026-10-14
Sather Financial Group Inc
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$207.8K (-$13.1K)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
DECREASED
Shares896 from 990
Change-94 (-9%)
Value$207.5K (-$36.2K)
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares893 from 928
Change-35 (-4%)
Value$210.2K (-$18.2K)
Filed 2026-10-30
PMG Family Office LLC
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$206.6K (-$13.0K)
Filed 2026-10-19
Clarity Wealth Advisors, LLC
INCREASED
Shares883 from 881
Change+2 (+0%)
Value$204.6K (-$12.4K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$204.5K (-$12.9K)
Filed 2026-10-30
RFG Holdings, Inc.
INCREASED
Shares876 from 875
Change+1 (+0%)
Value$203.0K (-$12.5K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
NEW
Shares864
Change+864
Value$200.1K
Filed 2026-10-08
Csenge Advisory Group
NEW
Shares864
Change+864
Value$200.1K
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares792 from 768
Change+24 (+3%)
Value$183.6K (-$5.6K)
Filed 2026-11-03
Fairman Group, LLC
INCREASED
Shares719 from 546
Change+173 (+32%)
Value$166.5K (+$32.1K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares706 from 808
Change-102 (-13%)
Value$163.5K (-$35.4K)
Filed 2026-10-22
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$156.1K (-$9.8K)
Filed 2026-10-20
Hurley Capital, LLC
NEW
Shares656
Change+656
Value$151.9K
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$147.8K (-$9.3K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares615 from 440
Change+175 (+40%)
Value$142.6K (+$34.3K)
Filed 2026-10-30
SYM Financial Corp
DECREASED
Shares604 from 611
Change-7 (-1%)
Value$139.9K (-$10.5K)
Filed 2026-10-26
Acropolis Investment Management, LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$138.1K (-$8.7K)
Filed 2026-10-08
Princeton Global Asset Management LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$129.5K (-$8.2K)
Filed 2026-10-21
Entrust Financial LLC
DECREASED
Shares552 from 556
Change-4 (-1%)
Value$127.9K (-$8.9K)
Filed 2026-11-04
KFG LLC
NEW
Shares527
Change+527
Value$122.1K
Filed 2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$114.4K (-$7.2K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares473 from 190
Change+283 (+149%)
Value$109.6K (+$62.8K)
Filed 2026-10-29
SBK Financial, Inc.
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$107.5K (-$6.8K)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
NEW
Shares455
Change+455
Value$105.3K
Filed 2026-11-03
CX Institutional
NEW
Shares422
Change+422
Value$98
Filed 2026-10-02
DecisionPoint Financial, LLC
INCREASED
Shares409 from 399
Change+10 (+3%)
Value$95.3K (-$2.3K)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$92.7K (-$5.8K)
Filed 2026-10-20
New England Capital Financial Advisors LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$91.3K (-$5.7K)
Filed 2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$83.9K (-$6.0K)
Filed 2026-10-29
Peoples Financial Services Corp.
DECREASED
Shares362 from 573
Change-211 (-37%)
Value$83.8K (-$57.2K)
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$81.8K (-$5.1K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
NEW
Shares325
Change+325
Value$75.3K
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$74.1K (-$4.7K)
Filed 2026-10-22
Planning Strategies Inc.
INCREASED
Shares286 from 138
Change+148 (+107%)
Value$66.2K (+$32.2K)
Filed 2026-10-02
Jnba Financial Advisors
DECREASED
Shares285 from 419
Change-134 (-32%)
Value$66.0K (-$37.1K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$65 (-$68.9K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares279 from 278
Change+1 (+0%)
Value$64.6K (-$3.9K)
Filed 2026-10-26
American National Bank & Trust
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$63.9K (-$4.0K)
Filed 2026-10-07
Burk Holdings LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$63.9K (-$4.0K)
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$63 (-$3)
Filed 2026-10-13
PFS Partners, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$62.4K (-$3.8K)
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$61.4K (-$3.9K)
Filed 2026-10-21
Pinnacle Bancorp, Inc.
INCREASED
Shares264 from 263
Change+1 (+0%)
Value$61.1K (-$3.7K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$58.1K (-$3.7K)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$57.9K (-$3.6K)
Filed 2026-10-21
Rossmore Private Capital
DECREASED
Shares248 from 264
Change-16 (-6%)
Value$57.4K (-$7.6K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$56.7K (-$3.6K)
Filed 2026-10-22
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$51.9K (-$3.1K)
Filed 2026-10-05
Bangor Savings Bank
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$51.4K (-$3.2K)
Filed 2026-10-06
Triumph Capital Management
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$49.6K (-$3.1K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$46.3K (-$2.9K)
Filed 2026-10-30
Old Second National Bank of Aurora
DECREASED
Shares199 from 325
Change-126 (-39%)
Value$46.1K (-$33.9K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$46.1K (-$2.9K)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$44.7K (-$2.8K)
Filed 2026-10-19
West Branch Capital LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$44.7K (-$2.8K)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares188 from 405
Change-217 (-54%)
Value$43.5K (-$56.3K)
Filed 2026-11-02
Reap Financial Group, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$43.6K (-$2.6K)
Filed 2026-11-02
MilWealth Group LLC
DECREASED
Shares178 from 182
Change-4 (-2%)
Value$41.3K (-$3.6K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares173 from 170
Change+3 (+2%)
Value$40.1K (-$1.8K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares166 from 270
Change-104 (-39%)
Value$38.5K (-$28.0K)
Filed 2026-11-02
Wealth Analytics Partners, LLC
NEW
Shares162
Change+162
Value$37.5K
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares159 from 122
Change+37 (+30%)
Value$36.8K (+$6.8K)
Filed 2026-10-26
True Wealth Design, LLC
NEW
Shares157
Change+157
Value$36.4K
Filed 2026-10-13
Transce3nd, LLC
INCREASED
Shares156 from 49
Change+107 (+218%)
Value$36.2K (+$24.3K)
Filed 2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$34.7K (-$2.2K)
Filed 2026-10-16
City State Bank
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$33.8K (-$2.1K)
Filed 2026-10-20
Advanced Asset Management Advisors Inc
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$32.8K (-$2.0K)
Filed 2026-10-20
Angeles Wealth Management, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$32.9K (-$2.1K)
Filed 2026-10-26
Clark Wealth Partners
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$29.4K (-$1.9K)
Filed 2026-10-19
Pacifica Partners Inc.
NEW
Shares118
Change+118
Value$27.5K
Filed 2026-10-09
MidAtlantic Capital Management, Inc.
NEW
Shares117
Change+117
Value$27.1K
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$26.4K (-$1.7K)
Filed 2026-11-02
Wagner Wealth Management, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$26.2K (-$1.6K)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares108
Change+108
Value$25.1K
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$24.7K (-$1.5K)
Filed 2026-10-20
DT Investment Partners, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$23.9K (-$1.5K)
Filed 2026-10-27
Kroeger Financial Partners
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$22.9K (-$1.4K)
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$22.6K (-$1.4K)
Filed 2026-10-27
Mascoma Wealth Management LLC
NEW
Shares96
Change+96
Value$22.2K
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares95 from 60
Change+35 (+58%)
Value$22.0K (+$7.2K)
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares87
Change+87
Value$20.2K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$17.6K (-$1.1K)
Filed 2026-10-16
Bear Mountain Capital, Inc.
NEW
Shares68
Change+68
Value$15.4K
Filed 2026-11-04
Beacon Financial Strategies Corp
INCREASED
Shares65 from 44
Change+21 (+48%)
Value$15.1K (+$4.2K)
Filed 2026-10-14
Networth Advisors, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$14.9K (-$900)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares63 from 124
Change-61 (-49%)
Value$14.6K (-$15.9K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares60
Change+60
Value$13.9K
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$13.7K (-$860)
Filed 2026-10-22
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares56 from 70
Change-14 (-20%)
Value$13.0K (-$4.3K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$12.0K (-$758)
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11 (-$1)
Filed 2026-11-04
Bokf, NA
NEW
Shares45
Change+45
Value$10.4K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$10.4K (-$656)
Filed 2026-10-15
Pioneer Family Office, LLC
NEW
Shares42
Change+42
Value$9.8K
Filed 2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.3K (-$525)
Filed 2026-10-21
Private Wealth Management Group, LLC
NEW
Shares35
Change+35
Value$8.1K
Filed 2026-10-19
SJS Investment Consulting Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.1K (-$510)
Filed 2026-10-26
Fiduciary Advisors, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$7.4K (-$466)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares31
Change+31
Value$7.2K
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.3K (-$394)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares25 from 216
Change-191 (-88%)
Value$5.8K (-$47.4K)
Filed 2026-10-14
Montgomery Financial Services LLC
NEW
Shares20
Change+20
Value$4.6K
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.6K (-$291)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares19
Change+19
Value$4.3K
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares19
Change+19
Value$4.4K
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.2K (-$263)
Filed 2026-10-28
Buck Wealth Strategies, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.7K (-$226)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.7K (-$233)
Filed 2026-10-29
Ashton Thomas Securities, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$175)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.3K (-$146)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares8
Change+8
Value$1.9K
Filed 2026-10-29
Nemes Rush Group LLC
NEW
Shares7
Change+7
Value$1.6K
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.7K (-$102)
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (-$102)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$1.4K (+$175)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.4K (-$87)
Filed 2026-10-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$73)
Filed 2026-10-29
West Paces Advisors Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$73)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$927 (-$58)
Filed 2026-10-19
First Pacific Financial
NEW
Shares3
Change+3
Value$695
Filed 2026-10-14
Kozak & Associates, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$701 (-$34)
Filed 2026-10-29
Elevated Capital Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$233 (-$14)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 34,411
Change-34,411 (-100%)
Value$0 (-$8.5M)
Filed 2026-11-05
Riverbridge Partners LLC
CLOSED
Shares0 from 22,413
Change-22,413 (-100%)
Value$0 (-$5.5M)
Filed 2026-11-05
Penn Capital Management Company, LLC
CLOSED
Shares0 from 6,315
Change-6,315 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-04
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 5,414
Change-5,414 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 3,304
Change-3,304 (-100%)
Value$0 (-$813.5K)
Filed 2026-10-21
Worth Asset Management, LLC
CLOSED
Shares0 from 3,197
Change-3,197 (-100%)
Value$0 (-$787.1K)
Filed 2026-10-07
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 2,404
Change-2,404 (-100%)
Value$0 (-$568.4K)
Filed 2026-10-19
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 2,273
Change-2,273 (-100%)
Value$0 (-$559.7K)
Filed 2026-11-04
First County Bank
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$518.0K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,818
Change-1,818 (-100%)
Value$0 (-$447.6K)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$443.2K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 1,479
Change-1,479 (-100%)
Value$0 (-$364.1K)
Filed 2026-10-20
Goldstein Advisors, LLC
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-15
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-13
XML Financial, LLC
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$251.5K)
Filed 2026-10-29
Retirement Planning Co of New England, Inc.
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-15
Griffin Asset Management, Inc.
CLOSED
Shares0 from 930
Change-930 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-22
Krilogy Financial LLC
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-02
LEE Danner & Bass Inc
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-27
Mengis Capital Management, Inc.
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-20
Forthright Family Wealth Advisory LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-03
Inlight Wealth Management, LLC
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-21
TSA Wealth Managment LLC
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$190.8K)
Filed 2026-10-15
Atlatl Advisers LLC
CLOSED
Shares0 from 732
Change-732 (-100%)
Value$0 (-$180.2K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 402
Change-402 (-100%)
Value$0 (-$99.0K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$36.4K)
Filed 2026-10-13
Kingdom Financial Group Llc.
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$21.9K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-26
Mosley Wealth Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$246)
Filed 2026-10-16
Morgan Stanley
N/A
Shares— from 4,498,051
Change-4,498,051 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,451,442
Change-4,451,442 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,450,306
Change-3,450,306 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,304,294
Change-2,304,294 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,833,274
Change-1,833,274 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 1,403,188
Change-1,403,188 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,356,739
Change-1,356,739 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,064,954
Change-1,064,954 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,062,508
Change-1,062,508 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,062,300
Change-1,062,300 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 893,051
Change-893,051 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 838,191
Change-838,191 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 822,967
Change-822,967 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 784,166
Change-784,166 (-100%)
Value—
UBS Group AG
N/A
Shares— from 669,951
Change-669,951 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 650,983
Change-650,983 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 638,507
Change-638,507 (-100%)
Value—
Nepc LLC
N/A
Shares— from 605,088
Change-605,088 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 580,333
Change-580,333 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 514,903
Change-514,903 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 386,289
Change-386,289 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 371,031
Change-371,031 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 353,403
Change-353,403 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 335,664
Change-335,664 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 289,189
Change-289,189 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 278,371
Change-278,371 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 261,653
Change-261,653 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 259,693
Change-259,693 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 250,920
Change-250,920 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 242,018
Change-242,018 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 237,457
Change-237,457 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 227,913
Change-227,913 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 222,692
Change-222,692 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 198,535
Change-198,535 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 192,454
Change-192,454 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 191,481
Change-191,481 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 177,002
Change-177,002 (-100%)
Value—
Lincoln National Corp
N/A
Shares— from 170,932
Change-170,932 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 169,504
Change-169,504 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 162,397
Change-162,397 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 148,811
Change-148,811 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 145,505
Change-145,505 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 142,041
Change-142,041 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 123,918
Change-123,918 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 119,173
Change-119,173 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 117,968
Change-117,968 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 117,214
Change-117,214 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 110,162
Change-110,162 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 109,789
Change-109,789 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 101,011
Change-101,011 (-100%)
Value—
FMR LLC
N/A
Shares— from 99,176
Change-99,176 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 98,879
Change-98,879 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 93,644
Change-93,644 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 88,767
Change-88,767 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 85,655
Change-85,655 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 84,873
Change-84,873 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 84,670
Change-84,670 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 84,163
Change-84,163 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 81,196
Change-81,196 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 80,902
Change-80,902 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 76,289
Change-76,289 (-100%)
Value—
Blair William & Co
N/A
Shares— from 75,777
Change-75,777 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 75,730
Change-75,730 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 75,162
Change-75,162 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 74,370
Change-74,370 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 74,006
Change-74,006 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 73,654
Change-73,654 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 71,178
Change-71,178 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 69,796
Change-69,796 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 69,131
Change-69,131 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 68,890
Change-68,890 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 67,708
Change-67,708 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 66,806
Change-66,806 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 60,101
Change-60,101 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 57,940
Change-57,940 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 56,215
Change-56,215 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 54,593
Change-54,593 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 53,748
Change-53,748 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 52,502
Change-52,502 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 49,422
Change-49,422 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,337
Change-49,337 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 48,761
Change-48,761 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 48,447
Change-48,447 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 48,259
Change-48,259 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 46,399
Change-46,399 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 45,406
Change-45,406 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 44,214
Change-44,214 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 43,214
Change-43,214 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,267
Change-42,267 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 41,724
Change-41,724 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,898
Change-40,898 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,860
Change-40,860 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 40,843
Change-40,843 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 40,749
Change-40,749 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 40,114
Change-40,114 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 39,255
Change-39,255 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 38,153
Change-38,153 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 38,086
Change-38,086 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,554
Change-37,554 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 37,552
Change-37,552 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,892
Change-36,892 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 35,237
Change-35,237 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 33,605
Change-33,605 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 33,008
Change-33,008 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 31,610
Change-31,610 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 31,257
Change-31,257 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 30,605
Change-30,605 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30,088
Change-30,088 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 29,822
Change-29,822 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,222
Change-29,222 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 28,670
Change-28,670 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 28,524
Change-28,524 (-100%)
Value—
&partners
N/A
Shares— from 28,142
Change-28,142 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 26,462
Change-26,462 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 25,527
Change-25,527 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 25,371
Change-25,371 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 24,523
Change-24,523 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,696
Change-23,696 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,694
Change-23,694 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,510
Change-23,510 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 23,509
Change-23,509 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 23,501
Change-23,501 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 23,496
Change-23,496 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 22,105
Change-22,105 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 21,544
Change-21,544 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 21,434
Change-21,434 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 20,984
Change-20,984 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 20,775
Change-20,775 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 19,511
Change-19,511 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 19,049
Change-19,049 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 18,353
Change-18,353 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,170
Change-18,170 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 17,551
Change-17,551 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,814
Change-16,814 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 16,014
Change-16,014 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 15,612
Change-15,612 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,550
Change-15,550 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 15,538
Change-15,538 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 14,251
Change-14,251 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 13,675
Change-13,675 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,956
Change-12,956 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,780
Change-12,780 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 12,252
Change-12,252 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,008
Change-12,008 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 11,818
Change-11,818 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 11,679
Change-11,679 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,623
Change-11,623 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,138
Change-11,138 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,804
Change-10,804 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,129
Change-7,129 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Central Trust Co
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Brown Financial Advisory
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AF Advisors, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 997
Change-997 (-100%)
Value—
EQ LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
FCA Corp
N/A
Shares— from 989
Change-989 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 983
Change-983 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 974
Change-974 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 954
Change-954 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 945
Change-945 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 924
Change-924 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 909
Change-909 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 883
Change-883 (-100%)
Value—
Simmons Bank
N/A
Shares— from 867
Change-867 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 849
Change-849 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 675
Change-675 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 618
Change-618 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 325
Change-325 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 323
Change-323 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 304
Change-304 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 297
Change-297 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 294
Change-294 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 187
Change-187 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 146
Change-146 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 139
Change-139 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 105
Change-105 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
EFG International AG
N/A
Shares— from 70
Change-70 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 33
Change-33 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
NBH Bank
N/A
Shares— from 19
Change-19 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Assetmark, Inc
DECREASED1,302,1421,321,393-19,251-1%$325.3M$301.6M-$23.7M2026-10-21
Oak Root LLC
INCREASED1,092,0606,583+1,085,477+16489%$1.6M$1.5M-$96.0K2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED1,042,3481,002,829+39,519+4%$246.9M$241.4M-$5.5M2026-11-04
Creative Planning
DECREASED1,032,4541,102,341-69,887-6%$271.4M$239.1M-$32.3M2026-11-02
US Bancorp \de\
INCREASED743,474742,510+964+0%$182.8M$172.2M-$10.6M2026-11-05
TD Private Client Wealth LLC
INCREASED681,804632,279+49,525+8%$155.7M$157.9M+$2.3M2026-10-28
Gleason Group, Inc.
INCREASED651,471645,027+6,444+1%$158.8M$150.9M-$7.9M2026-10-15
Kestra Investment Management, LLC
INCREASED565,370550,893+14,477+3%$135.6M$131.0M-$4.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED439,566444,813-5,247-1%$109.5M$101.8K-$109.4M2026-11-02
Van Cleef Asset Management,Inc
DECREASED336,552340,880-4,328-1%$83.9M$78.0M-$6.0M2026-10-20
Tenon Financial LLC
INCREASED288,809273,536+15,273+6%$67.3M$66.9M-$450.3K2026-10-14
Citigroup Inc
INCREASED265,737263,792+1,945+1%$64.9M$61.6M-$3.4M2026-11-04
Commonwealth Equity Services, LLC
INCREASED211,104209,626+1,478+1%$51.6M$48.9M-$2.7M2026-11-02
James J. Burns & Company, LLC
INCREASED207,299204,797+2,502+1%$50.4M$48.0M-$2.4M2026-10-22
ACT Wealth Management, LLC
DECREASED204,800212,634-7,834-4%$52.4M$47.4M-$4.9M2026-10-09
HCR Wealth Advisors
INCREASED202,326192,946+9,380+5%$47.5M$46.9M-$640.5K2026-10-15
Blue Trust, Inc.
DECREASED193,931210,400-16,469-8%$51.8M$44.9M-$6.9M2026-10-15
Thrivent Financial for Lutherans
DECREASED188,319190,267-1,948-1%$46.8M$43.7K-$46.8M2026-11-05
Moody National Bank Trust Division
INCREASED167,703166,374+1,329+1%$41.0M$38.8M-$2.1M2026-10-06
Legacy Private Trust Co.
DECREASED161,577163,353-1,776-1%$40.2M$37.4M-$2.8M2026-10-06
Firestone Capital Management
DECREASED140,305141,095-790-1%$34.7M$32.5M-$2.2M2026-11-03
FC Advisory LLC
INCREASED135,258134,242+1,016+1%$33.1M$31.3M-$1.7M2026-10-05
Mather Group, Llc.
DECREASED134,849140,012-5,163-4%$34.5M$31.2M-$3.2M2026-10-14
Investment Planning Advisors, Inc.
INCREASED131,351125,832+5,519+4%$31.0M$30.4M-$556.2K2026-10-14
New England Private Wealth Advisors LLC
DECREASED124,718125,792-1,074-1%$29.7M$28.9M-$814.7K2026-10-19
Cypress Financial Planning LLC
INCREASED121,883120,709+1,174+1%$29.7M$28.2M-$1.5M2026-10-09
BIP Wealth, LLC
INCREASED117,417115,027+2,390+2%$28.3M$27.2M-$1.1M2026-10-22
Lido Advisors, LLC
INCREASED114,216108,688+5,528+5%$26.8M$26.5M-$304.4K2026-11-04
Winthrop Advisory Group LLC
INCREASED109,337105,228+4,109+4%$25.9M$25.3M-$582.4K2026-10-22
Kestra Advisory Services, LLC
INCREASED108,58265,927+42,655+65%$16.2M$25.2M+$8.9M2026-11-02
First Hawaiian Bank
DECREASED107,944113,133-5,189-5%$27.9M$25.0M-$2.9M2026-10-14
Fairway Wealth LLC
INCREASED98,31394,675+3,638+4%$23.3M$22.8M-$536.4K2026-10-30
Sentinel Pension Advisors, LLC
INCREASED89,87784,498+5,379+6%$20.1M$20.8M+$692.4K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED82,68682,765-790%$20.4M$19.2M-$1.2M2026-11-05
Procyon Advisors, LLC
INCREASED77,19677,004+192+0%$19.0M$17.9M-$1.1M2026-10-21
Brighton Securities Corp.
INCREASED71,67169,812+1,859+3%$17.2M$16.6M-$587.3K2026-10-08
Affiance Financial, LLC
DECREASED69,61970,004-385-1%$17.2M$16.1M-$1.1M2026-10-15
Asio Capital, LLC
INCREASED68,58067,153+1,427+2%$16.5M$15.9M-$648.6K2026-10-19
D.A. Davidson & Co.
INCREASED64,66362,751+1,912+3%$15.4M$15.0M-$472.0K2026-10-28
West Financial Advisors, LLC
DECREASED63,40063,648-2480%$15.7M$14.7M-$985.3K2026-10-22
Great Diamond Partners, LLC
DECREASED61,30161,720-419-1%$15.2M$14.2M-$996.9K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED61,07850,483+10,595+21%$12.4M$14.1M+$1.7M2026-10-16
Bank of New York Mellon Corp
DECREASED60,97363,741-2,768-4%$15.7M$14.1M-$1.6M2026-11-05
Segment Wealth Management, LLC
DECREASED60,90961,166-2570%$15.1M$14.1M-$951.3K2026-10-26
Linscomb Wealth, Inc.
DECREASED57,43258,031-599-1%$14.3M$13.3M-$984.8K2026-11-05
Park National Corp
INCREASED57,13212,526+44,606+356%$3.1M$13.2M+$10.1M2026-10-05
Prospera Capital Management, LLC
INCREASED56,55949,210+7,349+15%$12.0M$13.1M+$1.1M2026-10-19
Landmark Wealth Management, Inc.
DECREASED52,33153,497-1,166-2%$13.2M$12.1M-$1.1M2026-11-04
Plancorp, LLC
INCREASED50,52449,482+1,042+2%$11.8M$11.6M-$195.3K2026-11-03
North Star Investment Management Corp.
DECREASED47,51347,599-860%$11.7M$11.0M-$714.0K2026-10-27
Churchill Financial Advisors, LLC
INCREASED45,12543,846+1,279+3%$10.8M$10.5M-$343.0K2026-10-20
Jessup Wealth Management, Inc
INCREASED43,70743,511+196+0%$10.7M$10.1M-$588.9K2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED43,00442,607+397+1%$10.5M$10.0M-$529.3K2026-11-02
SMI Advisory Services, LLC
INCREASED42,58842,373+215+1%$10.4M$10.0M-$363.4K2026-10-13
LAM Group, Inc.
DECREASED42,50542,930-425-1%$10.6M$9.8M-$724.4K2026-10-26
Oppenheimer & Co Inc
INCREASED40,73039,994+736+2%$9.8M$9.4M-$412.6K2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED39,32537,015+2,310+6%$8.9M$9.2M+$230.8K2026-10-13
Fulton Bank, N.A.
INCREASED37,99425,973+12,021+46%$6.4M$8.8M+$2.4M2026-10-14
Harfst & Associates, Inc.
INCREASED37,49236,150+1,342+4%$8.9M$8.7M-$216.2K2026-10-20
Truist Financial Corp
INCREASED37,38236,253+1,129+3%$8.9M$8.7M-$267.0K2026-10-30
Boston Standard Wealth Management, LLC
INCREASED36,87136,406+465+1%$9.0M$8.5M-$433.4K2026-10-07
Luminvest Wealth Management LLC
DECREASED36,55741,698-5,141-12%$10.2M$8.5M-$1.7M2026-10-14
Bestgate Wealth Advisors, LLC
INCREASED36,22413,352+22,872+171%$3.3M$8.4M+$5.1M2026-10-13
Long Island Wealth Management, Inc.
INCREASED34,74532,746+1,999+6%$8.1M$8.0M-$14.4K2026-10-20
Journey Beyond Wealth, LLC
DECREASED34,48438,795-4,311-11%$9.6M$8.0M-$1.6M2026-11-04
Wedmont Private Capital
INCREASED34,00833,978+30+0%$8.2M$7.9M-$275.3K2026-10-09
Compass Financial Group, Inc
DECREASED32,51534,818-2,303-7%$8.6M$7.5M-$1.0M2026-10-13
Advisor OS, LLC
INCREASED31,93931,610+329+1%$7.8M$7.4M-$384.6K2026-11-03
Parkway Wealth Management Group, LLC
DECREASED31,60832,327-719-2%$8.0M$7.3M-$637.9K2026-10-20
IFP Advisors, Inc
INCREASED31,55629,079+2,477+9%$7.2M$7.3M+$149.8K2026-10-16
Founders Financial Securities LLC
NEW30,954—+30,954——$7.2M—2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED30,94230,576+366+1%$7.5M$7.2M-$361.2K2026-10-20
Vicus Capital
DECREASED29,89030,264-374-1%$7.5M$6.9M-$527.8K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED29,25129,25100%$7.2M$6.8M-$426.5K2026-11-03
Charis Legacy Partners, LLC
INCREASED28,82427,350+1,474+5%$6.7M$6.7M-$57.4K2026-10-22
Echo45 Advisors LLC
DECREASED28,31928,401-820%$7.0M$6.6M-$433.1K2026-10-07
Eagle Capital Management, LLC
INCREASED27,97327,776+197+1%$6.8K$6.5K-$3602026-10-19
Safir Wealth Advisors, LLC
DECREASED27,00727,092-850%$6.7M$6.3M-$414.7K2026-10-16
Warwick Investment Management, Inc.
DECREASED26,75626,928-172-1%$6.6M$6.2M-$432.5K2026-10-19
Security National Bank
UNCHANGED26,18726,18700%$6.4M$6.1M-$381.8K2026-10-26
Farther Finance Advisors, LLC
DECREASED26,16326,252-890%$6.5M$6.1M-$402.2K2026-10-08
Bfsg, LLC
DECREASED26,12826,548-420-2%$6.5M$6.1M-$484.4K2026-10-30
MontVue Capital Management, Inc.
DECREASED25,54325,776-233-1%$6.3M$5.9M-$429.8K2026-10-19
SigFig Wealth Management, LLC
INCREASED24,69024,590+100+0%$6.0M$5.7M-$285.4K2026-10-07
United Community Bank
INCREASED23,82022,286+1,534+7%$5.5M$5.5M+$30.4K2026-10-28
Fragasso Financial Advisors Inc
INCREASED23,76923,741+28+0%$5.8M$5.6M-$259.6K2026-10-13
Retirement Planning Group, LLC
DECREASED23,40827,541-4,133-15%$6.8M$5.4M-$1.4M2026-10-19
Western Reserve Capital Management, LLC
DECREASED22,92022,929-90%$5.6M$5.3M-$336.4K2026-10-14
L.K. Benson & Company, P.C.
INCREASED22,65621,656+1,000+5%$5.3M$5.2M-$84.5K2026-10-23
Stone Loft Wealth Management LLC
INCREASED22,62222,574+48+0%$5.4M$5.2M-$184.5K2026-11-03
Citizens Financial Group Inc
DECREASED21,66122,073-412-2%$5.4M$5.0M-$417.2K2026-10-23
BCS Wealth Management
INCREASED21,38420,020+1,364+7%$4.9M$5.0M+$23.9K2026-11-03
Copper Harbor Investment Advisors, LLC
INCREASED21,28920,723+566+3%$5.1M$4.9M-$171.0K2026-10-16
Opulen Financial Group LLC
INCREASED20,97520,672+303+1%$5.1M$4.9M-$231.4K2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED20,17620,517-341-2%$5.1M$4.7M-$378.1K2026-10-13
Coyle Financial Counsel LLC
DECREASED19,99420,962-968-5%$5.2M$4.6M-$529.7K2026-10-28
Curtis Advisory Group, LLC
UNCHANGED19,92319,92300%$4.9M$4.6M-$290.5K2026-10-28
Baker Ellis Asset Management LLC
UNCHANGED18,27418,27400%$4.5M$4.2M-$266.4K2026-10-14
Simon Quick Advisors, LLC
DECREASED17,91117,974-630%$4.4M$4.1M-$276.7K2026-10-26
Spire Wealth Management
DECREASED17,41117,920-509-3%$4.4M$4.0M-$379.3K2026-10-30
Wealth Group Ltd
DECREASED16,93817,388-450-3%$4.3M$4.0M-$294.9K2026-10-07
Vested Financial Planning, LLC
DECREASED16,83019,722-2,892-15%$4.9M$3.9M-$957.4K2026-10-28
Xena Financial Planning, LLC
INCREASED16,41615,995+421+3%$3.9M$3.8M-$135.8K2026-10-13
Armstrong Advisory Group, Inc
DECREASED16,39417,438-1,044-6%$4.3M$3.8M-$496.0K2026-10-09
Birchwood Financial Partners, Inc.
INCREASED16,11012,766+3,344+26%$3.1M$3.7M+$588.4K2026-11-02
Vise Technologies, Inc.
INCREASED15,77911,424+4,355+38%$2.8M$3.7M+$842.1K2026-10-29
Gilpin Wealth Management, LLC
INCREASED15,76415,755+9+0%$3.9M$3.7M-$227.6K2026-10-09
Balentine LLC
UNCHANGED15,37515,37500%$3.8M$3.6M-$224.2K2026-11-03
HBW Advisory Services LLC
DECREASED15,30715,342-350%$3.8M$3.5M-$231.7K2026-10-15
Values Added Financial LLC
DECREASED15,23316,363-1,130-7%$4.0M$3.5M-$500.3K2026-10-28
Retirement Wealth Solutions LLC
DECREASED15,20915,317-108-1%$3.8M$3.5M-$248.3K2026-10-07
Five Pine Wealth Management
DECREASED14,64414,888-244-2%$3.7M$3.4M-$273.5K2026-10-20
Associated Banc-Corp
INCREASED14,27413,325+949+7%$3.3M$3.3M+$25.5K2026-10-30
Single Point Partners, LLC
INCREASED14,20813,768+440+3%$3.4M$3.3M-$98.9K2026-10-19
HUB Investment Partners, LLC
INCREASED14,0548,296+5,758+69%$2.0M$3.3M+$1.2M2026-11-03
Fullerton Advisors, LLC
DECREASED13,99714,465-468-3%$3.6M$3.2M-$319.3K2026-10-14
Chilton Capital Management LLC
DECREASED13,44914,044-595-4%$3.5M$3.1M-$342.6K2026-10-28
Larson Financial Group LLC
INCREASED13,06812,051+1,017+8%$3.0M$3.0M+$59.9K2026-11-05
Trust Point Inc.
DECREASED12,82612,979-153-1%$3.2M$3.0M-$224.7K2026-10-27
Pacific Center for Financial Services
DECREASED12,71712,759-420%$3.1M$2.9M-$195.8K2026-10-15
Petersen Hastings Wealth Advisors Inc.
DECREASED12,69412,898-204-2%$3.2M$2.9M-$235.4K2026-10-27
Sellwood Investment Partners LLC
INCREASED12,64412,601+43+0%$3.1M$2.9M-$173.8K2026-11-03
Family CFO Inc
DECREASED12,45214,089-1,637-12%$3.5M$2.9M-$584.6K2026-10-30
Strategic Blueprint, LLC
INCREASED11,96711,870+97+1%$2.9M$2.8M-$150.5K2026-10-22
Professional Financial Advisors, LLC
INCREASED11,88711,290+597+5%$2.8M$2.8M-$26.2K2026-10-13
Financial Synergies Wealth Advisors, Inc.
DECREASED11,73812,422-684-6%$3.1M$2.7M-$339.5K2026-10-16
Flagship Private Wealth, LLC
INCREASED11,43811,367+71+1%$2.8M$2.6M-$149.3K2026-11-05
CWS Financial Advisors, LLC
DECREASED11,35611,694-338-3%$2.9M$2.6M-$248.8K2026-10-16
Cypress Capital Group
UNCHANGED11,32011,32000%$2.8M$2.6M-$165.0K2026-11-03
Apollon Financial, LLC
UNCHANGED11,14111,14100%$2.7M$2.6M-$162.4K2026-10-23
Quadrant Capital Group LLC
DECREASED10,87911,283-404-4%$2.8M$2.5M-$248.2K2026-10-20
ARQ Wealth Advisors, LLC
DECREASED10,41410,586-172-2%$2.5M$2.4M-$105.9K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED10,28610,831-545-5%$2.7M$2.4M-$284.2K2026-10-30
Fee-Only Financial Planning, L.C.
DECREASED10,06610,520-454-4%$2.6M$2.3M-$258.5K2026-10-23
May Hill Capital, LLC
DECREASED9,9739,984-110%$2.5M$2.3M-$148.1K2026-11-03
PFG Advisors
DECREASED9,7179,766-490%$2.4M$2.3M-$153.8K2026-10-16
Confluence Wealth Services, Inc.
INCREASED9,7179,711+6+0%$2.4M$2.3M-$140.3K2026-11-05
HB Wealth Management, LLC
INCREASED9,6769,269+407+4%$2.3M$2.2M-$41.0K2026-10-23
TFC Financial Management, Inc.
INCREASED9,6719,667+4+0%$2.4M$2.2M-$140.0K2026-10-26
Traphagen Investment Advisors LLC
DECREASED9,6429,645-30%$2.4M$2.2M-$141.4K2026-10-14
Lanark Financial, Inc.
INCREASED9,5757,575+2,000+26%$1.9M$2.2M+$352.5K2026-10-26
Diversified Enterprises, LLC
DECREASED9,5529,774-222-2%$2.4M$2.2M-$193.7K2026-10-19
Koshinski Asset Management, Inc.
INCREASED9,2619,008+253+3%$2.2M$2.1M-$72.9K2026-10-29
CGN Advisors LLC
DECREASED9,1969,232-360%$2.3M$2.1M-$143.1K2026-10-21
Facet Wealth, Inc.
DECREASED9,1069,336-230-2%$2.3M$2.1M-$189.4K2026-11-04
Emergent Wealth Advisors, LLC
DECREASED8,9639,998-1,035-10%$2.4M$2.1M-$302.3K2026-10-09
Independent Financial Group, LLC
INCREASED8,9516,054+2,897+48%$1.5M$2.1M+$582.8K2026-10-13
Briggs Wealth Management, Inc
UNCHANGED8,9338,93300%$2.2M$2.1M-$130.2K2026-10-26
KWB Wealth
DECREASED8,8788,911-330%$2.2M$2.1M-$137.6K2026-10-16
Precedent Wealth Partners, LLC
INCREASED8,8148,517+297+3%$2.1M$2.0M-$55.4K2026-10-21
Phillips Financial Management, LLC
DECREASED8,5828,596-140%$2.1M$2.0M-$128.6K2026-10-19
Acorn Financial Advisory Services Inc
DECREASED8,5678,801-234-3%$2.2M$2.0M-$182.3K2026-11-02
Finer Wealth Management, Inc.
NEW8,426—+8,426——$2.0M—2026-10-16
Successful Portfolios LLC
INCREASED8,3968,060+336+4%$1.9M$2.0M+$42.2K2026-10-09
Harbor Investment Advisory, LLC
DECREASED8,3808,433-53-1%$2.1M$1.9M-$135.2K2026-10-13
Integrity Alliance, Llc.
INCREASED8,2131,767+6,446+365%$435.1K$1.9M+$1.5M2026-10-29
Calder Financial LLC
DECREASED8,1658,774-609-7%$2.2M$1.9M-$268.9K2026-10-13
Telos Capital Management, Inc.
DECREASED8,1308,228-98-1%$2.0M$1.9M-$142.7K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED8,0738,254-181-2%$2.0M$1.9M-$162.0K2026-10-13
Keybank National Association
DECREASED8,0708,297-227-3%$2.0M$1.9M-$173.6K2026-11-04
BostonPremier Wealth LLC
INCREASED8,0637,761+302+4%$1.9M$1.9M-$43.1K2026-10-16
Choreo, LLC
INCREASED7,8815,535+2,346+42%$1.4M$1.8M+$462.9K2026-10-28
Grant Street Asset Management, Inc.
INCREASED7,8627,778+84+1%$1.9M$1.8M-$94.0K2026-10-26
AUA Capital Management, LLC
UNCHANGED7,7927,79200%$1.9M$1.8M-$113.6K2026-10-15
Patriot Investment Management Group, Inc.
INCREASED7,7487,712+36+0%$1.9M$1.8M-$104.2K2026-10-15
Destiny Wealth Partners, LLC
NEW7,746—+7,746——$1.8M—2026-11-05
Hunter Associates Investment Management LLC
DECREASED7,7247,849-125-2%$1.9M$1.8K-$1.9M2026-10-26
Clark Asset Management, LLC
INCREASED7,7212,622+5,099+194%$645.6K$1.8M+$1.1M2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED7,5617,573-120%$1.9M$1.8M-$113.2K2026-10-22
Pinnacle Associates LTD
UNCHANGED7,5157,51500%$1.9M$1.7M-$109.6K2026-10-20
Legacy Wealth Partners, LLC
DECREASED7,4857,546-61-1%$1.9M$1.7M-$124.2K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED7,4657,46500%$1.8M$1.7M-$108.8K2026-10-23
GSG Advisors LLC
INCREASED7,0307,015+15+0%$1.7M$1.6M-$98.8K2026-11-03
Atria Investments, Inc
DECREASED7,0137,600-587-8%$1.9M$1.6M-$246.7K2026-10-15
Bull Street Advisors, LLC
INCREASED6,9846,913+71+1%$1.7M$1.6K-$1.7M2026-10-20
GFS Advisors, LLC
DECREASED6,8897,298-409-6%$6.6M$1.6M-$5.0M2026-11-03
TFB Advisors LLC
DECREASED6,8617,246-385-5%$1.8M$1.6M-$194.8K2026-11-02
RFG Advisory, LLC
DECREASED6,6736,769-96-1%$1.7M$1.5M-$120.9K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED6,66911,809-5,140-44%$2.9M$1.5M-$1.3M2026-10-13
Fire Capital Management LLC
DECREASED6,6606,960-300-4%$1.7M$1.5M-$171.0K2026-10-27
Global Strategic Investment Solutions, LLC
INCREASED6,6546,650+4+0%$1.6M$1.5M-$96.1K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED6,6336,63300%$1.6M$1.5M-$96.7K2026-11-02
Apella Capital, LLC
INCREASED6,4946,436+58+1%$1.6M$1.5M-$38.4K2026-10-08
Brookstone Capital Management
INCREASED6,4875,547+940+17%$1.4M$1.5M+$137.0K2026-10-22
Burton Enright Welch
DECREASED6,3566,360-40%$1.6M$1.5M-$93.7K2026-11-04
Ballast, Inc.
UNCHANGED6,3256,32500%$1.6M$1.5M-$92.2K2026-10-20
Sage Rhino Capital LLC
UNCHANGED6,3136,31300%$1.6M$1.5M-$92.0K2026-10-28
Lake Street Private Wealth, LLC
INCREASED6,3116,245+66+1%$1.5M$1.5M-$75.9K2026-10-22
Selective Wealth Management, Inc.
INCREASED6,1705,839+331+6%$1.4M$1.4M+$32.8K2026-10-16
FF Advisors,LLC
UNCHANGED6,1506,15000%$1.5M$1.4M-$89.7K2026-10-21
MCF Advisors LLC
INCREASED6,1085,914+194+3%$1.5M$1.4M-$41.3K2026-10-28
Trek Financial, LLC
INCREASED5,9941,566+4,428+283%$385.6K$1.4M+$1.0M2026-10-29
AMG Asset Management Group, Inc.
DECREASED5,9766,517-541-8%$1.6M$1.4M-$220.3K2026-10-21
GuidedMoney, LLC
UNCHANGED5,8985,89800%$1.5M$1.4M-$86.0K2026-10-29
Sigma Planning Corp
DECREASED5,7976,325-528-8%$1.6M$1.3M-$214.5K2026-10-23
Worth Financial Advisory Group, LLC
INCREASED5,7835,746+37+1%$1.4M$1.3M-$75.3K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED5,7793,772+2,007+53%$928.6K$1.3M+$409.9K2026-10-08
Howard Wealth Management, LLC
DECREASED5,6095,674-65-1%$1.4M$1.3M-$97.7K2026-10-28
McClarren Financial Advisors, Inc.
INCREASED5,5915,571+20+0%$1.4M$1.3M-$76.6K2026-10-15
Eastern Bank
INCREASED5,5845,320+264+5%$1.3M$1.3M-$16.4K2026-10-05
Capital Advisors Wealth Management, LLC
INCREASED5,5034,838+665+14%$1.2M$1.3M+$83.5K2026-10-09
Centerpoint Advisors, LLC
DECREASED5,4395,501-62-1%$1.4M$1.3K-$1.4M2026-11-05
Woodmont Investment Counsel LLC
DECREASED5,3195,344-250%$1.3M$1.2M-$83.7K2026-10-29
Prospera Financial Services Inc
INCREASED5,1804,426+754+17%$1.1M$1.2M+$103.8K2026-11-04
Ascentis Independent Advisors
NEW5,108—+5,108——$1.2M—2026-11-03
Waystone Advisors LLC
UNCHANGED4,9054,90500%$1.2M$1.2M$02026-10-16
Ascent Group, LLC
DECREASED4,8595,392-533-10%$1.3M$1.1M-$202.1K2026-10-30
Innova Wealth Partners
INCREASED4,8491,584+3,265+206%$389.9K$1.1M+$733.3K2026-10-21
Root Financial Partners, LLC
DECREASED4,8369,016-4,180-46%$2.2M$1.1M-$1.1M2026-10-21
Capital Investment Advisors, LLC
DECREASED4,8174,841-240%$1.2M$1.1M-$76.0K2026-10-22
Tanager Wealth Management LLP
UNCHANGED4,7374,73700%$1.2M$1.1M-$69.1K2026-10-19
Wealth Advisory Solutions, LLC
DECREASED4,7354,812-77-2%$1.2M$1.1M-$88.0K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED4,6533,367+1,286+38%$829.1K$1.1M+$248.6K2026-11-04
StoneX Group Inc.
INCREASED4,4784,386+92+2%$1.1M$1.0M-$42.2K2026-11-03
Aries Wealth Management
UNCHANGED4,4714,47100%$1.1M$1.0M-$65.2K2026-10-23
Red Mountain Financial, LLC
DECREASED4,4424,721-279-6%$1.2M$1.0M-$133.4K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,3804,38000%$1.1M$1.0M-$63.9K2026-11-04
Greenspring Advisors, LLC
INCREASED4,2464,245+1+0%$1.0M$983.4K-$61.8K2026-11-05
International Assets Investment Management, LLC
UNCHANGED4,2344,23400%$1.0M$987.0K-$49.8K2026-11-02
Inscription Capital, LLC
DECREASED4,2254,276-51-1%$1.1M$978.6K-$74.2K2026-11-02
Perennial Advisors, LLC
DECREASED4,2114,244-33-1%$1.0M$975.4K-$69.5K2026-10-13
Bluesphere Advisors LLC
DECREASED4,2094,350-141-3%$1.1M$974.8K-$96.2K2026-10-19
Meridian Wealth Management, LLC
INCREASED4,1864,010+176+4%$987.4K$969.5K-$17.9K2026-11-05
Washington Trust Bank
UNCHANGED4,1844,18400%$1.0M$969.1K-$61.0K2026-11-03
SC&H Financial Advisors, Inc.
DECREASED4,1404,285-145-3%$1.1M$958.9K-$96.1K2026-10-14
Sapient Capital LLC
INCREASED4,1073,682+425+12%$906.5K$951.3K+$44.8K2026-10-08
Syverson Strege & Co
UNCHANGED4,0794,07900%$1.0M$944.8K-$59.5K2026-11-02
Midwest Trust Co
INCREASED4,0213,988+33+1%$981.9K$931.4K-$50.5K2026-10-22
Canandaigua National Trust Co of Florida
NEW3,997—+3,997——$925.8K—2026-10-07
Indivisible Partners
INCREASED3,9893,307+682+21%$814.1K$924.0K+$109.9K2026-10-26
Traveka Wealth, LLC
UNCHANGED3,9873,98700%$981.6K$923.5K-$58.1K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED3,9594,120-161-4%$1.0M$917.1K-$97.3K2026-10-30
Coastline Trust Co
DECREASED3,9394,220-281-7%$1.0M$912.4K-$126.6K2026-10-01
Atticus Wealth Management, LLC
INCREASED3,9343,929+5+0%$967.4K$911.3K-$56.1K2026-10-20
Sovran Advisors, LLC
INCREASED3,9052,394+1,511+63%$568.6K$919.5K+$350.9K2026-11-02
Focus Financial Network, Inc.
INCREASED3,9043,720+184+5%$916.0K$904.3K-$11.7K2026-10-14
Quadrant Private Wealth Management, LLC
NEW3,866—+3,866——$895.5K—2026-11-04
Caldwell Trust Co
DECREASED3,8423,843-10%$946.2K$889.9K-$56.3K2026-10-30
Wealthcare Advisory Partners LLC
DECREASED3,8363,896-60-2%$959.2K$888.6K-$70.6K2026-10-21
Soltis Investment Advisors LLC
INCREASED3,8073,698+109+3%$910.5K$881.8K-$28.7K2026-10-28
Rossby Financial, LCC
INCREASED3,8042,561+1,243+49%$630.5K$881.1K+$250.6K2026-11-05
BridgePort Financial Solutions, LLC
DECREASED3,7834,423-640-14%$1.1M$876.2K-$212.7K2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED3,7753,989-214-5%$982.1K$874.4K-$107.7K2026-11-03
Aspiriant, LLC
INCREASED3,7223,680+42+1%$906.1K$862.1K-$43.9K2026-10-16
Beaumont Financial Advisors, LLC
UNCHANGED3,7193,71900%$915.7K$861.4K-$54.2K2026-10-22
First Growth Capital LLC
DECREASED3,6974,590-893-19%$1.1M$856.3K-$273.8K2026-10-15
First Heartland Consultants, Inc.
INCREASED3,6863,684+2+0%$907.0K$853.7K-$53.4K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED3,6783,67800%$888.5K$835.5K-$52.9K2026-10-23
Parallel Advisors, LLC
INCREASED3,6472,093+1,554+74%$515.5K$844.7K+$329.2K2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED3,6173,759-142-4%$925.5K$837.8K-$87.8K2026-10-29
Sage Capital Advisors,llc
INCREASED3,6043,501+103+3%$862.1K$834.9K-$27.2K2026-10-13
Clarity Capital Advisors, LLC
INCREASED3,5993,594+5+0%$884.9K$833.7K-$51.2K2026-10-27
Wedbush Securities Inc
DECREASED3,5803,589-90%$884.0K$829-$883.2K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,5333,506+27+1%$863.2K$818.3K-$44.9K2026-10-27
Modera Wealth Management, LLC
INCREASED3,5243,523+1+0%$867.4K$816.3K-$51.1K2026-10-28
Evanson Financial, LLC
UNCHANGED3,4483,44800%$848.9K$798.7K-$50.3K2026-10-23
Center For Asset Management LLC
DECREASED3,4398,290-4,851-59%$2.0M$796.6K-$1.2M2026-10-16
Creekside Partners
UNCHANGED3,4183,41800%$841.6K$791.8K-$49.8K2026-11-04
Fermata Advisors, LLC
NEW3,409—+3,409——$789.7K—2026-10-13
Lpwm LLC
UNCHANGED3,3153,31500%$816.2K$767.9K-$48.3K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED3,3003,30000%$807.5K$769.3K-$38.3K2026-10-16
Wealth Architects, LLC
UNCHANGED3,2843,28400%$808.7K$760.8K-$47.9K2026-11-03
Bailard, Inc.
UNCHANGED3,2703,27000%$805.1K$757.4K-$47.7K2026-10-13
Brighton Jones LLC
DECREASED3,2403,471-231-7%$854.6K$750.5K-$104.2K2026-11-03
Park Avenue Securities LLC
INCREASED3,1882,981+207+7%$734.0K$738-$733.3K2026-10-26
Stablepoint Partners, LLC
DECREASED3,1733,175-20%$781.7K$735.0K-$46.8K2026-11-03
Prairie Advisory, LLC
INCREASED3,1201,560+1,560+100%$384.1K$722.7K+$338.6K2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED3,1102,851+259+9%$701.9K$720.2K+$18.2K2026-11-05
Financial Harvest, LLC
INCREASED3,0963,086+10+0%$759.8K$717.1K-$42.7K2026-10-15
Flagship Harbor Advisors, LLC
INCREASED3,0963,092+4+0%$761.2K$717.0K-$44.2K2026-10-26
Private Management Group Inc
UNCHANGED3,0623,06200%$753.9K$709.3K-$44.6K2026-11-04
PUREfi Wealth, LLC
UNCHANGED3,0593,05900%$753.2K$708.6K-$44.6K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED3,0423,056-140%$752.4K$704.6K-$47.8K2026-10-16
Harpswell Capital Advisors, LLC
INCREASED3,0112,954+57+2%$727.3K$697.4K-$29.9K2026-10-09
Schmidt P J Investment Management Inc
UNCHANGED3,0003,00000%$738.6K$694.9K-$43.7K2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,9993,013-140%$741.9K$694.7K-$47.2K2026-10-29
Eagle Strategies LLC
INCREASED2,9862,353+633+27%$579.3K$691.5K+$112.2K2026-10-16
Venture Visionary Partners LLC
UNCHANGED2,9842,98400%$734.8K$691.4K-$43.5K2026-10-07
ARS Investment Partners, LLC
UNCHANGED2,9752,97500%$732.5K$689.1K-$43.4K2026-11-05
Advisortrust Partners, LLC
UNCHANGED2,9702,97000%$731.2K$687.9K-$43.3K2026-11-02
Busey Bank
INCREASED2,9382,859+79+3%$703.9K$680.5K-$23.4K2026-10-26
Forum Financial Management, LP
INCREASED2,9272,923+4+0%$719.7K$678.0K-$41.7K2026-10-16
Narwhal Capital Management
UNCHANGED2,9172,91700%$718.2K$675.7K-$42.5K2026-11-04
Montecito Bank & Trust
UNCHANGED2,9122,91200%$717.0K$674.5K-$42.5K2026-10-01
Perigon Wealth Management, LLC
UNCHANGED2,9012,90100%$714.2K$671.9K-$42.3K2026-10-22
Taylor & Morgan Wealth Management, LLC
UNCHANGED2,8812,88100%$709.3K$667.3K-$42.0K2026-10-09
Financial Security Advisor, Inc.
NEW2,878—+2,878——$666.7K—2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED2,8652,872-70%$707.1K$663.6K-$43.5K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED2,8632,229+634+28%$548.9K$663.2K+$114.3K2026-10-22
Sage Mountain Advisors LLC
UNCHANGED2,8542,85400%$702.7K$661.1K-$41.6K2026-11-02
ARK & TLK Investments, LLC
UNCHANGED2,8532,85300%$702.4K$660.8K-$41.6K2026-10-20
Apollon Wealth Management, LLC
INCREASED2,8301,765+1,065+60%$434.5K$655.5K+$221.0K2026-10-23
Childress Capital Advisors, LLC
INCREASED2,7932,484+309+12%$611.6K$646.9K+$35.4K2026-10-28
Chesley Taft & Associates LLC
INCREASED2,7842,763+21+1%$680.2K$644.8K-$35.4K2026-10-13
Sigma Investment Counselors Inc
INCREASED2,7701,570+1,200+76%$386.6K$641.6K+$255.1K2026-10-27
LongView Wealth Management
UNCHANGED2,6762,67600%$658.9K$619.8K-$39.0K2026-10-19
Embree Financial Group
INCREASED2,6672,101+566+27%$517.2K$617.9K+$100.7K2026-10-22
Align Financial, LLC
INCREASED2,6612,610+51+2%$642.6K$616.4K-$26.2K2026-10-16
Accurate Wealth Management, LLC
INCREASED2,6352,479+156+6%$598.5K$612.7K+$14.2K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED2,6172,493+124+5%$613.9K$606.1K-$7.8K2026-10-16
Truefg, LLC
INCREASED2,5532,492+61+2%$613.6K$591.3K-$22.3K2026-10-15
Newton One Investments LLC
DECREASED2,5432,573-30-1%$633.5K$589.1K-$44.4K2026-10-14
Bridgelight Financial Advisors, Inc.
INCREASED2,5252,500+25+1%$615.6K$584.8K-$30.8K2026-10-20
Ironwood Wealth Management, Llc.
DECREASED2,4472,704-257-9%$665.7K$566.8K-$98.8K2026-10-28
Conrad Siegel Investment Advisors, Inc.
DECREASED2,4192,428-90%$597.9K$560.4K-$37.5K2026-10-08
Brooklyn FI, LLC
INCREASED2,404641+1,763+275%$152.5K$561.2K+$408.7K2026-11-05
MGO One Seven LLC
INCREASED2,4012,119+282+13%$521.6K$556.2K+$34.5K2026-10-28
Markowski Investments
DECREASED2,3882,391-30%$588.7K$553.2K-$35.6K2026-10-30
L. Roy Papp & Associates, LLP
DECREASED2,3862,511-125-5%$618.2K$552.7K-$65.5K2026-10-21
M Holdings Securities, Inc.
NEW2,378—+2,378——$548—2026-11-03
First Merchants Corp
DECREASED2,3632,428-65-3%$597.8K$547.3K-$50.5K2026-10-15
Sowell Financial Services LLC
INCREASED2,3541,104+1,250+113%$271.9K$545.2K+$273.3K2026-10-23
Crescent Grove Advisors, LLC
UNCHANGED2,3082,30800%$568.3K$534.6K-$33.7K2026-10-21
Archer Investment Corp
DECREASED2,3002,378-78-3%$585.5K$532.6K-$52.8K2026-11-05
Michels Family Financial, LLC
INCREASED2,2952,290+5+0%$563.9K$531.7K-$32.2K2026-11-02
Breakwater Capital Group
INCREASED2,2732,237+36+2%$550.8K$526.5K-$24.3K2026-10-09
Compound Planning, Inc.
DECREASED2,2712,786-515-18%$685.9K$526.1K-$159.8K2026-11-05
Maseco LLP
INCREASED2,2532,021+232+11%$497.6K$521.7K+$24.1K2026-10-27
VestGen Advisors, LLC
INCREASED2,2461,429+817+57%$351.7K$520.2K+$168.5K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED2,2362,170+66+3%$534.3K$517.9K-$16.4K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED2,2282,22800%$548.6K$516.1K-$32.5K2026-10-21
Claro Advisors Inc.
UNCHANGED2,2052,20500%$542.9K$510.7K-$32.2K2026-11-02
AMG National Trust Bank
UNCHANGED2,2012,20100%$541.9K$509.8K-$32.1K2026-11-05
Olistico Wealth, LLC
UNCHANGED2,1792,17900%$536.5K$504.8K-$31.7K2026-10-05
Obermeyer Wealth Partners
UNCHANGED2,1752,17500%$535.5K$503.8K-$31.7K2026-10-21
Private Trust Co NA
DECREASED2,1733,063-890-29%$754.1K$503.3K-$250.8K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED2,1602,181-21-1%$537.0K$500.4K-$36.6K2026-10-16
Next Level Private LLC
INCREASED2,0602,053+7+0%$505.4K$477.3K-$28.1K2026-10-20
Symphony Financial, Ltd. Co.
UNCHANGED2,0322,03200%$500.3K$470.7K-$29.6K2026-10-22
RPG Investment Advisory, LLC
DECREASED2,0243,712-1,688-45%$913.9K$468.8K-$445.1K2026-10-21
Garde Capital, Inc.
UNCHANGED2,0002,00000%$492.4K$463.3K-$29.2K2026-10-29
Fiduciary Financial Group, LLC
UNCHANGED1,9991,99900%$492.2K$463.0K-$29.1K2026-10-13
Realta Investment Advisors
INCREASED1,9981,063+935+88%$261.6K$462.7K+$201.1K2026-10-14
Howland Capital Management LLC
UNCHANGED1,9911,99100%$490.2K$461.2K-$29.0K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,9871,590+397+25%$391.5K$460.3K+$68.8K2026-10-14
Prevail Innovative Wealth Advisors, LLC
NEW1,976—+1,976——$461.4K—2026-10-20
CRA Financial Services, LLC
UNCHANGED1,9481,94800%$479.6K$451.2K-$28.4K2026-10-16
Trust Co of Vermont
DECREASED1,9471,978-31-2%$487.0K$451.0K-$36.0K2026-10-21
Kathmere Capital Management, LLC
DECREASED1,9432,014-71-4%$495.9K$450.1K-$45.8K2026-10-20
Macco Financial Group, Inc.
DECREASED1,9264,983-3,057-61%$1.2M$446.2K-$780.5K2026-11-05
Signaturefd, LLC
UNCHANGED1,9161,91600%$471.7K$443.8K-$27.9K2026-10-23
Fifth Third Securities, Inc.
NEW1,915—+1,915——$443.6K—2026-10-21
Integrity Wealth Partners, LLC
NEW1,912—+1,912——$442.8K—2026-10-14
S.A. Mason LLC
UNCHANGED1,9101,91000%$470.3K$442.4K-$27.8K2026-10-13
Cutler Investment Counsel LLC
UNCHANGED1,8891,88900%$465.1K$437.6K-$27.5K2026-10-28
Orgel Wealth Management, LLC
DECREASED1,8841,993-109-5%$490.7K$436.4K-$54.3K2026-10-14
Ferguson Johnson Wealth Management Inc
INCREASED1,8841,883+1+0%$463.0K$436.3K-$26.7K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED1,8711,505+366+24%$370.4K$433.3K+$62.9K2026-10-13
Reston Wealth Management LLC
DECREASED1,8352,042-207-10%$502.8K$425.0K-$77.8K2026-10-29
AdvisorNet Financial, Inc
DECREASED1,8192,292-473-21%$564.2K$414.3K-$149.9K2026-10-15
Heritage Family Offices, LLP
UNCHANGED1,8181,81800%$447.6K$421.1K-$26.5K2026-11-02
Saxon Interests, Inc.
DECREASED1,8111,829-18-1%$450.3K$419.5K-$30.8K2026-10-26
Diversify Wealth Management, LLC
INCREASED1,7891,707+82+5%$405.6K$412.9K+$7.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED1,7891,707+82+5%$405.6K$412.9K+$7.3K2026-10-20
Rodgers & Associates, LTD
UNCHANGED1,7891,78900%$440.5K$414.4K-$26.1K2026-10-20
Badgley Phelps Wealth Managers, LLC
UNCHANGED1,7751,77500%$437.0K$411.1K-$25.9K2026-10-22
Chicago Partners Investment Group LLC
INCREASED1,7611,514+247+16%$358.6K$404.0K+$45.4K2026-10-27
Certuity, LLC
INCREASED1,753925+828+90%$227.7K$406.0K+$178.3K2026-11-02
SAX Wealth Advisors, LLC
INCREASED1,7351,312+423+32%$270.0K$401.9K+$131.9K2026-10-13
Evermay Wealth Management LLC
INCREASED1,7331,660+73+4%$408.7K$401.4K-$7.3K2026-11-05
MKT Advisors LLC
UNCHANGED1,7251,72500%$416.6K$402.1K-$14.5K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED1,7231,767-44-2%$435.1K$399.1K-$36.0K2026-11-02
Hardworking Capital Advisors, LLC
DECREASED1,7212,130-409-19%$524.4K$398.6K-$125.8K2026-10-20
NWF Advisory Services Inc.
UNCHANGED1,7141,71400%$422.0K$397.0K-$25.0K2026-10-19
Cornerstone Planning Group LLC
DECREASED1,7061,732-26-1%$411.9K$401.0K-$10.9K2026-10-16
Mitchell Sinkler & Starr
UNCHANGED1,7001,70000%$418.6K$393.8K-$24.8K2026-10-13
Prospect Financial Group LLC
UNCHANGED1,6921,69200%$416.6K$391.9K-$24.7K2026-11-05
Enclave Advisors LLC
UNCHANGED1,6871,68700%$415.4K$390.8K-$24.6K2026-10-14
71 West Capital Partners
UNCHANGED1,6731,67300%$411.9K$387.5K-$24.4K2026-11-04
Bryant Woods Investment Advisors, LLC
UNCHANGED1,6721,67200%$411.7K$387.3K-$24.4K2026-10-26
Secure Asset Management, LLC
DECREASED1,6574,096-2,439-60%$1.0M$383.9K-$624.6K2026-10-19
Cedar Mountain Advisors, LLC
DECREASED1,6521,863-211-11%$458.7K$382.6K-$76.1K2026-10-15
New Perspectives, Inc
DECREASED1,6511,668-17-1%$410.7K$382.4K-$28.3K2026-10-14
Downshift Financial, LLC
DECREASED1,6481,734-86-5%$426.9K$381.7K-$45.2K2026-10-13
Leo Wealth, LLC
NEW1,639—+1,639——$379.7K—2026-10-26
Manuka Financial, LLC
INCREASED1,6291,628+1+0%$400.7K$377.2K-$23.5K2026-10-16
Bay Capital Advisors, LLC
UNCHANGED1,6071,60700%$395.7K$372.2K-$23.4K2026-10-16
Merited Wealth, LLC
DECREASED1,6001,649-49-3%$406.0K$370.6K-$35.4K2026-10-13
Clientfirst Wealth Management, LLC
UNCHANGED1,5911,59100%$391.7K$368.5K-$23.2K2026-11-04
Biltmore Family Office, LLC
INCREASED1,5721,492+80+5%$367.3K$364.1K-$3.2K2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED1,5711,580-9-1%$389.0K$363.9K-$25.1K2026-10-27
Interchange Capital Partners, LLC
INCREASED1,5661,565+1+0%$385.2K$362.6K-$22.6K2026-10-28
Regions Financial Corp
DECREASED1,5581,571-13-1%$386.8K$360.9K-$25.9K2026-11-05
Rhodes Investment Advisors Inc
NEW1,550—+1,550——$359.0K—2026-10-07
Register Financial Advisors LLC
INCREASED1,5451,444+101+7%$355.5K$357.9K+$2.3K2026-10-23
Glenview Trust Co
DECREASED1,5411,622-81-5%$399.4K$356.9K-$42.4K2026-10-28
Juno Financial Group LLC
INCREASED1,5391,535+4+0%$378.0K$356.5K-$21.5K2026-10-27
Koenig Investment Advisory, LLC
INCREASED1,5351,534+1+0%$377.6K$355.5K-$22.1K2026-10-09
Verus Financial Partners, Inc.
NEW1,532—+1,532——$354.8K—2026-10-29
Rockwood Wealth Management, LLC
INCREASED1,5301,344+186+14%$330.9K$354.4K+$23.5K2026-10-27
Laurel Wealth Advisors LLC
UNCHANGED1,5251,52500%$375.5K$353.2K-$22.2K2026-10-27
Heartwood Wealth Advisors LLC
UNCHANGED1,5171,51700%$373.5K$351.4K-$22.1K2026-10-05
Quadcap Wealth Management, LLC
UNCHANGED1,5151,51500%$373.0K$350.9K-$22.1K2026-11-02
Global Assets Advisory, LLC
UNCHANGED1,5101,51000%$372.1K$358.7K-$13.4K2026-10-28
Meriwether Wealth & Planning, LLC
UNCHANGED1,5071,50700%$371.0K$349.1K-$22.0K2026-10-13
Thompson Davis & Co., Inc.
UNCHANGED1,4921,49200%$367.3K$345.6K-$21.8K2026-11-05
Richardson Financial Services Inc.
INCREASED1,4871,352+135+10%$332.9K$344.4K+$11.6K2026-10-30
First Nebraska Trust Co
UNCHANGED1,4831,48300%$365.1K$343.5K-$21.6K2026-10-30
Gateway Investment Advisers LLC
NEW1,482—+1,482——$343.3K—2026-10-13
Balefire, LLC
DECREASED1,4791,527-48-3%$376.0K$342.6K-$33.4K2026-10-09
CoreCap Advisors, LLC
INCREASED1,4781,180+298+25%$290.5K$342.5K+$52.1K2026-10-08
Gamma Investing LLC
INCREASED1,4741,351+123+9%$332.6K$341.4K+$8.8K2026-10-08
Alpha Omega Wealth Management LLC
DECREASED1,4721,722-250-15%$424.0K$341.0K-$83.0K2026-10-23
Carolina Wealth Management Inc
UNCHANGED1,4661,46600%$360.9K$339.6K-$21.2K2026-10-29
Mission Wealth Management, LP
DECREASED1,4621,608-146-9%$395.9K$338.6K-$57.2K2026-10-15
CDM Financial Counseling Services, Inc.
UNCHANGED1,4561,45600%$358.5K$337.3K-$21.2K2026-10-15
Oakworth Capital, Inc.
INCREASED1,453450+1,003+223%$110.5K$336.6K+$226.0K2026-10-26
Madson Wealth Advisors Inc
UNCHANGED1,4531,45300%$357.6K$336.6K-$21.0K2026-10-13
Insight Wealth Strategies, LLC
INCREASED1,4081,407+1+0%$344.6K$326.2K-$18.4K2026-10-09
Castle Rock Wealth Management, LLC
DECREASED1,3981,521-123-8%$372.4K$331.5K-$40.9K2026-10-09
Lantern Wealth Advisors, LLC
UNCHANGED1,3921,39200%$342.7K$322.4K-$20.3K2026-10-22
Mullooly Asset Management, Inc.
INCREASED1,3871,383+4+0%$340.5K$321.1K-$19.4K2026-10-30
Everhart Financial Group, Inc.
DECREASED1,3831,388-50%$341.8K$320.2K-$21.6K2026-10-08
Intelligent Financial Strategies
INCREASED1,3811,378+3+0%$339.2K$319.8K-$19.5K2026-10-16
Mirador Capital Partners LP
DECREASED1,3801,479-99-7%$364.2K$319.5K-$44.7K2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED1,3501,35000%$330.6K$312.7K-$17.9K2026-10-09
J.Safra Asset Management Corp
UNCHANGED1,3441,34400%$330.9K$311.3K-$19.6K2026-11-03
Verum Partners LLC
DECREASED1,3401,358-18-1%$334.4K$310.3K-$24.0K2026-10-21
Forvis Mazars Wealth Advisors, LLC
UNCHANGED1,3401,34000%$329.9K$310.4K-$19.5K2026-10-13
Davis Investment Partners, LLC
UNCHANGED1,3341,33400%$328.5K$309.0K-$19.5K2026-11-05
Simplicity Wealth,LLC
NEW1,329—+1,329——$307.8K—2026-10-23
Creative Financial Designs Inc
INCREASED1,3251,262+63+5%$310.6K$307.0K-$3.7K2026-11-04
Donalies Financial Planning, LLC
INCREASED1,3151,314+1+0%$323.4K$304.6K-$18.9K2026-10-19
Beacon Advisors Holdings, LLC
INCREASED1,3021,298+4+0%$319.7K$301.5K-$18.2K2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED1,3011,293+8+1%$318.5K$301.3K-$17.2K2026-11-02
Midway Capital Research & Management
UNCHANGED1,3011,30100%$320.3K$301.4K-$19.0K2026-10-20
NBT Bank, N.A.
UNCHANGED1,2931,29300%$318.3K$299.4K-$18.8K2026-10-21
Liberty Capital Management, Inc.
UNCHANGED1,2921,29200%$318.1K$299.3K-$18.8K2026-11-02
MassMutual Private Wealth & Trust, FSB
INCREASED1,2861,097+189+17%$270.1K$297.9K+$27.8K2026-10-05
Ellsworth Advisors, LLC
INCREASED1,2861,283+3+0%$308.3K$297.9K-$10.4K2026-10-15
Summit Global Investments
DECREASED1,2721,314-42-3%$324.0K$295-$323.7K2026-10-28
Avior Wealth Management, LLC
INCREASED1,2651,263+2+0%$311.0K$293.1K-$17.9K2026-10-13
Nixon Peabody Trust Co
UNCHANGED1,2601,26000%$310.2K$291.9K-$18.4K2026-10-23
Auour Investments LLC
UNCHANGED1,2561,25600%$309.2K$290.9K-$18.3K2026-10-28
GC Wealth Management RIA, LLC
UNCHANGED1,2341,23400%$303.8K$285.8K-$18.0K2026-11-02
XY Planning Network, Inc.
INCREASED1,2321,072+160+15%$263.9K$285.4K+$21.4K2026-10-14
D.B. Root & Company, LLC
INCREASED1,2311,230+1+0%$302.9K$285.1K-$17.8K2026-11-04
Accredited Investors Inc.
DECREASED1,2291,730-501-29%$425.9K$284.7K-$141.3K2026-11-03
Pinion Investment Advisors, LLC
DECREASED1,2261,290-64-5%$317.6K$284.0K-$33.6K2026-11-04
Guilbault Capital LLC
NEW1,225—+1,225——$283.7K—2026-10-28
Rinkey Investments
NEW1,224—+1,224——$283.5K—2026-10-28
Shakespeare Wealth Management, LLC
UNCHANGED1,2011,20100%$295.7K$278.2K-$17.5K2026-10-28
Svrn Asset Management, LLC
UNCHANGED1,2001,20000%$295.5K$278.0K-$17.5K2026-11-02
World Equity Group, Inc.
DECREASED1,1991,514-315-21%$373.0K$277.8K-$95.2K2026-10-14
Bucket List Wealth Management, LLC
INCREASED1,1831,180+3+0%$290.6K$274.0K-$16.7K2026-10-22
Beacon Financial Advisory LLC
INCREASED1,1811,179+2+0%$290.3K$273.6K-$16.7K2026-10-16
AlphaCore Capital LLC
DECREASED1,1791,273-94-7%$313.4K$273.1K-$40.3K2026-11-04
Nicholas Hoffman & Company, Llc.
UNCHANGED1,1711,17100%$288.2K$271.3K-$17.0K2026-10-30
Moneco Advisors, LLC
DECREASED1,1431,150-7-1%$283.2K$264.6K-$18.6K2026-11-05
Total Clarity Wealth Management, Inc.
UNCHANGED1,1421,14200%$281.3K$264.6K-$16.7K2026-10-26
Adirondack Capital Advisors, LLC
INCREASED1,1391,136+3+0%$279.7K$263.8K-$15.9K2026-10-09
Valen Private Capital, LLC
NEW1,134—+1,134——$262.7K—2026-10-23
Seamount Financial Group Inc
INCREASED1,1331,028+105+10%$253.2K$262.4K+$9.2K2026-10-21
Journey Advisory Group, LLC
UNCHANGED1,1281,12800%$277.7K$261.3K-$16.4K2026-11-04
BAR Harbor Wealth Management
NEW1,100—+1,100——$254.8K—2026-10-21
Parcion Private Wealth LLC
UNCHANGED1,1001,10000%$270.8K$254.8K-$16.0K2026-10-28
Able Financial Group, LLC
UNCHANGED1,0961,09600%$269.8K$253.9K-$16.0K2026-10-14
Annex Advisory Services, LLC
NEW1,092—+1,092——$252.9K—2026-10-16
Taylor Securities Services, Inc.
UNCHANGED1,0881,08800%$267.9K$252.0K-$15.9K2026-10-20
Carnegie Investment Counsel
UNCHANGED1,0761,07600%$264.9K$249.2K-$15.7K2026-10-20
One Day In July LLC
UNCHANGED1,0721,07200%$263.9K$248.3K-$15.6K2026-10-30
Mallini Complete Financial Planning LLC
INCREASED1,0701,069+1+0%$263.2K$247.8K-$15.4K2026-10-06
Baker Boyer National Bank
UNCHANGED1,0621,06200%$261.5K$246.0K-$15.5K2026-11-05
Boston Trust Walden Corp
NEW1,050—+1,050——$243.2K—2026-10-30
PKS Advisory Services, LLC
UNCHANGED1,0481,04800%$258.1K$258.1K$02026-10-26
Revolve Wealth Partners, LLC
INCREASED1,023966+57+6%$237.8K$236.9K-$8782026-10-23
Centurion Wealth Management LLC
UNCHANGED1,0161,01600%$250.0K$235.4K-$14.6K2026-10-13
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,0151,01500%$249.9K$235.1K-$14.8K2026-10-14
Hardin Capital Partners, LLC
INCREASED1,0071,006+1+0%$247.8K$233.2K-$14.6K2026-10-09
Beacon Financial Group
UNCHANGED1,0001,00000%$246.2K$231.6K-$14.6K2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED1,0001,00000%$246.2K$231.6K-$14.6K2026-10-27
Asset Dedication, LLC
DECREASED9971,032-35-3%$254.1K$230.9K-$23.2K2026-11-03
Ferguson Wellman Capital Management, Inc
UNCHANGED99799700%$245.5K$230.9K-$14.5K2026-10-05
Bath Savings Trust Co
UNCHANGED99299200%$244.2K$229.8K-$14.5K2026-10-07
Union Savings Bank
UNCHANGED98998900%$243.5K$229.1K-$14.4K2026-10-14
Morton Brown Family Wealth, LLC
DECREASED9651,340-375-28%$330.0K$223.4K-$106.6K2026-10-23
Trifecta Capital Advisors, LLC
UNCHANGED94394300%$232.2K$218.4K-$13.7K2026-10-21
Vilga Financial Planning LLC
NEW937—+937——$217.0K—2026-10-09
Value Investment Professionals, LLC
UNCHANGED92792700%$228.2K$214.7K-$13.5K2026-10-13
RAM Investment Partners, LLC
UNCHANGED92592500%$227.7K$214.3K-$13.5K2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED9241,002-78-8%$246.8K$213.9K-$32.9K2026-10-16
Visionary Wealth Advisors
DECREASED921922-10%$227.0K$213.3K-$13.7K2026-11-04
Amplius Wealth Advisors, LLC
UNCHANGED91091000%$224.0K$210.7K-$13.3K2026-10-20
Abound Wealth Management
INCREASED907464+443+95%$114.2K$210.0K+$95.8K2026-10-26
Birchbrook, Inc.
UNCHANGED90090000%$221.6K$208.5K-$13.1K2026-10-14
Sather Financial Group Inc
UNCHANGED89789700%$220.9K$207.8K-$13.1K2026-10-30
Patton Albertson Miller Group, LLC
DECREASED896990-94-9%$243.7K$207.5K-$36.2K2026-10-26
Hughes Financial Services, LLC
DECREASED893928-35-4%$228.5K$210.2K-$18.2K2026-10-30
PMG Family Office LLC
UNCHANGED89289200%$219.6K$206.6K-$13.0K2026-10-19
Clarity Wealth Advisors, LLC
INCREASED883881+2+0%$216.9K$204.6K-$12.4K2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED88388300%$217.4K$204.5K-$12.9K2026-10-30
RFG Holdings, Inc.
INCREASED876875+1+0%$215.5K$203.0K-$12.5K2026-10-30
Valeo Financial Advisors, LLC
NEW864—+864——$200.1K—2026-10-08
Csenge Advisory Group
NEW864—+864——$200.1K—2026-11-04
Financial Perspectives, Inc
INCREASED792768+24+3%$189.1K$183.6K-$5.6K2026-11-03
Fairman Group, LLC
INCREASED719546+173+32%$134.3K$166.5K+$32.1K2026-10-26
SBI Securities Co., Ltd.
DECREASED706808-102-13%$198.9K$163.5K-$35.4K2026-10-22
Portfolio Resources Advisor Group, Inc.
UNCHANGED67467400%$165.9K$156.1K-$9.8K2026-10-20
Hurley Capital, LLC
NEW656—+656——$151.9K—2026-11-05
Cullen T Bankers, Inc.
UNCHANGED63863800%$157.1K$147.8K-$9.3K2026-10-28
Compass Financial Management LLC
INCREASED615440+175+40%$108.3K$142.6K+$34.3K2026-10-30
SYM Financial Corp
DECREASED604611-7-1%$150.4K$139.9K-$10.5K2026-10-26
Acropolis Investment Management, LLC
UNCHANGED59659600%$146.7K$138.1K-$8.7K2026-10-08
Princeton Global Asset Management LLC
UNCHANGED55955900%$137.6K$129.5K-$8.2K2026-10-21
Entrust Financial LLC
DECREASED552556-4-1%$136.8K$127.9K-$8.9K2026-11-04
KFG LLC
NEW527—+527——$122.1K—2026-11-02
Ascentis Wealth Management, LLC
UNCHANGED49449400%$121.6K$114.4K-$7.2K2026-11-03
Signature Equity Partners, LLC
INCREASED473190+283+149%$46.8K$109.6K+$62.8K2026-10-29
SBK Financial, Inc.
UNCHANGED46446400%$114.2K$107.5K-$6.8K2026-11-02
Edgemoor Investment Advisors, Inc.
NEW455—+455——$105.3K—2026-11-03
CX Institutional
NEW422—+422——$98—2026-10-02
DecisionPoint Financial, LLC
INCREASED409399+10+3%$97.6K$95.3K-$2.3K2026-10-27
Arlington Trust Co LLC
UNCHANGED40040000%$98.5K$92.7K-$5.8K2026-10-20
New England Capital Financial Advisors LLC
UNCHANGED39439400%$97.0K$91.3K-$5.7K2026-11-03
MeadowBrook Investment Advisors LLC
UNCHANGED36536500%$89.9K$83.9K-$6.0K2026-10-29
Peoples Financial Services Corp.
DECREASED362573-211-37%$141.1K$83.8K-$57.2K2026-10-20
United Financial Planning Group LLC
UNCHANGED35335300%$86.9K$81.8K-$5.1K2026-11-04
Financial Network Wealth Advisors LLC
NEW325—+325——$75.3K—2026-10-28
Barrett & Company, Inc.
UNCHANGED32032000%$78.8K$74.1K-$4.7K2026-10-22
Planning Strategies Inc.
INCREASED286138+148+107%$34.0K$66.2K+$32.2K2026-10-02
Jnba Financial Advisors
DECREASED285419-134-32%$103.2K$66.0K-$37.1K2026-11-03
Tsfg, LLC
UNCHANGED28028000%$69.0K$65-$68.9K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED279278+1+0%$68.5K$64.6K-$3.9K2026-10-26
American National Bank & Trust
UNCHANGED27627600%$68.0K$63.9K-$4.0K2026-10-07
Burk Holdings LLC
UNCHANGED27627600%$68.0K$63.9K-$4.0K2026-11-05
First Premier Bank
UNCHANGED27027000%$66$63-$32026-10-13
PFS Partners, LLC
UNCHANGED26926900%$66.1K$62.4K-$3.8K2026-10-21
Piscataqua Savings Bank
UNCHANGED26526500%$65.2K$61.4K-$3.9K2026-10-21
Pinnacle Bancorp, Inc.
INCREASED264263+1+0%$64.8K$61.1K-$3.7K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED25125100%$61.8K$58.1K-$3.7K2026-10-15
Albion Financial Group
UNCHANGED25025000%$61.6K$57.9K-$3.6K2026-10-21
Rossmore Private Capital
DECREASED248264-16-6%$65.0K$57.4K-$7.6K2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED24524500%$60.3K$56.7K-$3.6K2026-10-22
Gladwyn Financial Advisors, Inc.
UNCHANGED22422400%$55.1K$51.9K-$3.1K2026-10-05
Bangor Savings Bank
UNCHANGED22222200%$54.7K$51.4K-$3.2K2026-10-06
Triumph Capital Management
UNCHANGED21421400%$52.7K$49.6K-$3.1K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED20020000%$49.2K$46.3K-$2.9K2026-10-30
Old Second National Bank of Aurora
DECREASED199325-126-39%$80.0K$46.1K-$33.9K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED19919900%$49.0K$46.1K-$2.9K2026-10-23
City Holding Co
UNCHANGED19319300%$47.5K$44.7K-$2.8K2026-10-19
West Branch Capital LLC
UNCHANGED19319300%$47.5K$44.7K-$2.8K2026-10-20
Concord Wealth Partners
DECREASED188405-217-54%$99.8K$43.5K-$56.3K2026-11-02
Reap Financial Group, LLC
UNCHANGED18818800%$46.2K$43.6K-$2.6K2026-11-02
MilWealth Group LLC
DECREASED178182-4-2%$44.8K$41.3K-$3.6K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED173170+3+2%$41.9K$40.1K-$1.8K2026-11-05
Key FInancial Inc
DECREASED166270-104-39%$66.5K$38.5K-$28.0K2026-11-02
Wealth Analytics Partners, LLC
NEW162—+162——$37.5K—2026-10-19
Center for Financial Planning, Inc.
INCREASED159122+37+30%$30.0K$36.8K+$6.8K2026-10-26
True Wealth Design, LLC
NEW157—+157——$36.4K—2026-10-13
Transce3nd, LLC
INCREASED15649+107+218%$11.8K$36.2K+$24.3K2026-10-26
Western Pacific Wealth Management, LP
UNCHANGED15015000%$36.9K$34.7K-$2.2K2026-10-16
City State Bank
UNCHANGED14614600%$35.9K$33.8K-$2.1K2026-10-20
Advanced Asset Management Advisors Inc
INCREASED142141+1+1%$34.8K$32.8K-$2.0K2026-10-20
Angeles Wealth Management, LLC
UNCHANGED14214200%$35.0K$32.9K-$2.1K2026-10-26
Clark Wealth Partners
UNCHANGED12712700%$31.3K$29.4K-$1.9K2026-10-19
Pacifica Partners Inc.
NEW118—+118——$27.5K—2026-10-09
MidAtlantic Capital Management, Inc.
NEW117—+117——$27.1K—2026-11-05
Golden State Wealth Management, LLC
UNCHANGED11411400%$28.1K$26.4K-$1.7K2026-11-02
Wagner Wealth Management, LLC
UNCHANGED11311300%$27.8K$26.2K-$1.6K2026-10-21
Nova Financial LLC
NEW108—+108——$25.1K—2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED10610600%$26.2K$24.7K-$1.5K2026-10-20
DT Investment Partners, LLC
UNCHANGED10310300%$25.4K$23.9K-$1.5K2026-10-27
Kroeger Financial Partners
UNCHANGED999900%$24.4K$22.9K-$1.4K2026-10-19
Parkside Financial Bank & Trust
UNCHANGED979700%$24.0K$22.6K-$1.4K2026-10-27
Mascoma Wealth Management LLC
NEW96—+96——$22.2K—2026-10-23
Cape Investment Advisory, Inc.
INCREASED9560+35+58%$14.8K$22.0K+$7.2K2026-10-13
Lynch Investment Planning, LLC
NEW87—+87——$20.2K—2026-10-27
Brown, Lisle Ings, Inc.
UNCHANGED767600%$18.7K$17.6K-$1.1K2026-10-16
Bear Mountain Capital, Inc.
NEW68—+68——$15.4K—2026-11-04
Beacon Financial Strategies Corp
INCREASED6544+21+48%$10.8K$15.1K+$4.2K2026-10-14
Networth Advisors, LLC
UNCHANGED646400%$15.8K$14.9K-$9002026-11-03
Wilmington Savings Fund Society, FSB
DECREASED63124-61-49%$30.5K$14.6K-$15.9K2026-10-23
Latitude Advisors, LLC
NEW60—+60——$13.9K—2026-10-27
Manchester Capital Management LLC
UNCHANGED595900%$14.5K$13.7K-$8602026-10-22
Halbert Hargrove Global Advisors, LLC
DECREASED5670-14-20%$17.2K$13.0K-$4.3K2026-10-16
Pinnacle Wealth Planning Services, Inc.
UNCHANGED525200%$12.8K$12.0K-$7582026-10-27
Avion Wealth
UNCHANGED505000%$12$11-$12026-11-04
Bokf, NA
NEW45—+45——$10.4K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED454500%$11.1K$10.4K-$6562026-10-15
Pioneer Family Office, LLC
NEW42—+42——$9.8K—2026-10-30
Pillar Financial Advisors, LLC
UNCHANGED363600%$8.9K$8.3K-$5252026-10-21
Private Wealth Management Group, LLC
NEW35—+35——$8.1K—2026-10-19
SJS Investment Consulting Inc.
UNCHANGED353500%$8.6K$8.1K-$5102026-10-26
Fiduciary Advisors, Inc.
UNCHANGED323200%$7.9K$7.4K-$4662026-10-16
Provenance Wealth Advisors, LLC
NEW31—+31——$7.2K—2026-10-30
Advocate Investing Services LLC
UNCHANGED272700%$6.6K$6.3K-$3942026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED25216-191-88%$53.2K$5.8K-$47.4K2026-10-14
Montgomery Financial Services LLC
NEW20—+20——$4.6K—2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED202000%$4.9K$4.6K-$2912026-11-02
Balance Wealth Partners LLC
NEW19—+19——$4.3K—2026-10-27
Acumen Wealth Advisors, LLC
NEW19—+19——$4.4K—2026-11-05
Evolution Wealth Management Inc.
UNCHANGED181800%$4.4K$4.2K-$2632026-10-28
Buck Wealth Strategies, LLC
UNCHANGED161600%$4.0K$3.7K-$2262026-10-28
NorthAvenue LLC
UNCHANGED161600%$3.9K$3.7K-$2332026-10-29
Ashton Thomas Securities, LLC
UNCHANGED121200%$3.0K$2.8K-$1752026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED101000%$2.5K$2.3K-$1462026-10-30
Next Level Wealth Planning, LLC
NEW8—+8——$1.9K—2026-10-29
Nemes Rush Group LLC
NEW7—+7——$1.6K—2026-11-04
Highline Wealth Partners LLC
UNCHANGED7700%$1.8K$1.7K-$1022026-10-19
Signature Resources Capital Management, LLC
UNCHANGED7700%$1.7K$1.6K-$1022026-10-16
Allspring Global Investments Holdings, LLC
INCREASED65+1+20%$1.2K$1.4K+$1752026-11-04
Central Pacific Bank - Trust Division
UNCHANGED6600%$1.5K$1.4K-$872026-10-06
Blue Bell Private Wealth Management, LLC
UNCHANGED5500%$1.2K$1.2K-$732026-10-29
West Paces Advisors Inc.
UNCHANGED5500%$1.2K$1.2K-$732026-10-13
Richards, Merrill & Peterson, Inc.
UNCHANGED4400%$985$927-$582026-10-19
First Pacific Financial
NEW3—+3——$695—2026-10-14
Kozak & Associates, Inc.
UNCHANGED3300%$735$701-$342026-10-29
Elevated Capital Advisors, LLC
UNCHANGED1100%$247$233-$142026-11-04
Elevation Point Wealth Partners, LLC
CLOSED034,411-34,411-100%$8.5M$0-$8.5M2026-11-05
Riverbridge Partners LLC
CLOSED022,413-22,413-100%$5.5M$0-$5.5M2026-11-05
Penn Capital Management Company, LLC
CLOSED06,315-6,315-100%$1.6M$0-$1.6M2026-11-04
Lionsbridge Wealth Management LLC
CLOSED05,414-5,414-100%$1.3M$0-$1.3M2026-10-26
Cardinal Point Capital Management ULC
CLOSED03,304-3,304-100%$813.5K$0-$813.5K2026-10-21
Worth Asset Management, LLC
CLOSED03,197-3,197-100%$787.1K$0-$787.1K2026-10-07
Foguth Wealth Management, Llc.
CLOSED02,404-2,404-100%$568.4K$0-$568.4K2026-10-19
JIM Saulnier & Associates, LLC
CLOSED02,273-2,273-100%$559.7K$0-$559.7K2026-11-04
First County Bank
CLOSED02,104-2,104-100%$518.0K$0-$518.0K2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED01,818-1,818-100%$447.6K$0-$447.6K2026-10-27
Teamwork Financial Advisors, LLC
CLOSED01,800-1,800-100%$443.2K$0-$443.2K2026-10-19
Polaris Investment Advisors, LLC
CLOSED01,479-1,479-100%$364.1K$0-$364.1K2026-10-20
Goldstein Advisors, LLC
CLOSED01,156-1,156-100%$284.6K$0-$284.6K2026-10-15
Kingsman Wealth Management, Inc.
CLOSED01,024-1,024-100%$252.0K$0-$252.0K2026-10-13
XML Financial, LLC
CLOSED01,021-1,021-100%$251.5K$0-$251.5K2026-10-29
Retirement Planning Co of New England, Inc.
CLOSED0953-953-100%$234.6K$0-$234.6K2026-10-15
Griffin Asset Management, Inc.
CLOSED0930-930-100%$229.0K$0-$229.0K2026-10-22
Krilogy Financial LLC
CLOSED0903-903-100%$222.3K$0-$222.3K2026-10-13
Brown Miller Wealth Management, LLC
CLOSED0853-853-100%$210.0K$0-$210.0K2026-11-02
LEE Danner & Bass Inc
CLOSED0850-850-100%$209.3K$0-$209.3K2026-10-27
Mengis Capital Management, Inc.
CLOSED0850-850-100%$209.3K$0-$209.3K2026-10-13
Cornerstone Wealth Management, LLC
CLOSED0845-845-100%$208.1K$0-$208.1K2026-11-04
Commonwealth Financial Services, LLC
CLOSED0843-843-100%$207.6K$0-$207.6K2026-10-20
Forthright Family Wealth Advisory LLC
CLOSED0838-838-100%$206.2K$0-$206.2K2026-11-03
Inlight Wealth Management, LLC
CLOSED0837-837-100%$206.1K$0-$206.1K2026-10-21
TSA Wealth Managment LLC
CLOSED0826-826-100%$203.4K$0-$203.4K2026-10-22
LifeSteps Financial, Inc.
CLOSED0775-775-100%$190.8K$0-$190.8K2026-10-15
Atlatl Advisers LLC
CLOSED0732-732-100%$180.2K$0-$180.2K2026-10-22
Robinswood Financial LLC
CLOSED0402-402-100%$99.0K$0-$99.0K2026-10-20
Salem Investment Counselors Inc
CLOSED0148-148-100%$36.4K$0-$36.4K2026-10-13
Kingdom Financial Group Llc.
CLOSED089-89-100%$21.9K$0-$21.9K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED077-77-100%$18.9K$0-$18.9K2026-10-26
Mosley Wealth Management
CLOSED01-1-100%$246$0-$2462026-10-16
Morgan Stanley
N/A—4,498,051-4,498,051-100%$1.1B———
Envestnet Asset Management Inc
N/A—4,451,442-4,451,442-100%$1.1B———
Wealthfront Advisers LLC
N/A—3,450,306-3,450,306-100%$849.5M———
Bank of America Corp
N/A—2,304,294-2,304,294-100%$567.3M———
Mercer Global Advisors Inc
N/A—1,833,274-1,833,274-100%$451.4M———
Fifth Third Bancorp
N/A—1,403,188-1,403,188-100%$345.5M———
Vanguard Advisers Inc
N/A—1,356,739-1,356,739-100%$334.0M———
LPL Financial LLC
N/A—1,064,954-1,064,954-100%$262.2M———
Royal Bank of Canada
N/A—1,062,508-1,062,508-100%$261.6M———
Cerity Partners LLC
N/A—1,062,300-1,062,300-100%$261.5M———
Focus Partners Wealth
N/A—893,051-893,051-100%$219.9M———
Wealthspire Advisors, LLC
N/A—838,191-838,191-100%$206.4M———
Wells Fargo & Company
N/A—822,967-822,967-100%$202.6M———
Raymond James Financial Inc
N/A—784,166-784,166-100%$193.1M———
UBS Group AG
N/A—669,951-669,951-100%$164.9M———
Jones Financial Companies Lllp
N/A—650,983-650,983-100%$157.4M———
SageView Advisory Group, LLC
N/A—638,507-638,507-100%$157.2M———
Nepc LLC
N/A—605,088-605,088-100%$149.0M———
Ameriprise Financial Inc
N/A—580,333-580,333-100%$142.9M———
Diversified Trust Co
N/A—514,903-514,903-100%$126.8M———
Osaic Holdings, Inc.
N/A—386,289-386,289-100%$95.2M———
Stratos Wealth Partners, Ltd.
N/A—371,031-371,031-100%$91.4M———
Alliancebernstein L.P.
N/A—353,403-353,403-100%$72.7M———
Captrust Financial Advisors
N/A—335,664-335,664-100%$82.6M———
Northwestern Mutual Wealth Management Co
N/A—289,189-289,189-100%$71.2M———
Natixis Advisors, LLC
N/A—278,371-278,371-100%$68.5M———
CIBC Bancorp USA Inc.
N/A—261,653-261,653-100%$63.4M———
BNP Paribas Financial Markets
N/A—259,693-259,693-100%$63.9M———
Cetera Investment Advisers
N/A—250,920-250,920-100%$61.8M———
Rockefeller Capital Management L.P.
N/A—242,018-242,018-100%$59.6M———
GeoWealth Management, LLC
N/A—237,457-237,457-100%$58.5M———
Vanguard National Trust Co
N/A—227,913-227,913-100%$56.1M———
Mariner, LLC
N/A—222,692-222,692-100%$54.8M———
Beacon Harbor Wealth Advisors, Inc.
N/A—198,535-198,535-100%$46.9M———
Mayport, LLC
N/A—192,454-192,454-100%$47.4M———
Goldman Sachs Group Inc
N/A—191,481-191,481-100%$47.1M———
Coldstream Capital Management Inc
N/A—177,002-177,002-100%$43.6M———
Lincoln National Corp
N/A—170,932-170,932-100%$42.1M———
EP Wealth Advisors, LLC
N/A—169,504-169,504-100%$41.7M———
Clearstead Advisors, LLC
N/A—162,397-162,397-100%$40.0M———
Valmark Advisers, Inc.
N/A—148,811-148,811-100%$36.6M———
Voya Financial Advisors, Inc.
N/A—145,505-145,505-100%$35.5M———
SlateStone Wealth, LLC
N/A—142,041-142,041-100%$35.0M———
MML Investors Services, LLC
N/A—123,918-123,918-100%$30.5M———
Stifel Financial Corp
N/A—119,173-119,173-100%$29.3M———
Strategic Investment Advisors / MI
N/A—117,968-117,968-100%$29.0M———
NewEdge Advisors, LLC
N/A—117,214-117,214-100%$28.9M———
BlackRock, Inc.
N/A—110,162-110,162-100%$27.1M———
Continuum Advisory, LLC
N/A—109,789-109,789-100%$27.0M———
Twin Focus Capital Partners, LLC
N/A—101,011-101,011-100%$24.9M———
FMR LLC
N/A—99,176-99,176-100%$24.4M———
Keel Point, LLC
N/A—98,879-98,879-100%$24.3M———
Prime Buchholz LLC
N/A—93,644-93,644-100%$23.1M———
Brown Advisory Inc
N/A—88,767-88,767-100%$21.9M———
Private Advisor Group, LLC
N/A—85,655-85,655-100%$21.1M———
Boston Family Office LLC
N/A—84,873-84,873-100%$20.9M———
Envestnet Portfolio Solutions, Inc.
N/A—84,670-84,670-100%$20.8M———
N.E.W. Advisory Services LLC
N/A—84,163-84,163-100%$20.7M———
HighTower Advisors, LLC
N/A—81,196-81,196-100%$20.0M———
Summit Wealth Group, LLC
N/A—80,902-80,902-100%$19.9M———
Bessemer Group Inc
N/A—76,289-76,289-100%$18.8M———
Blair William & Co
N/A—75,777-75,777-100%$18.7M———
Principal Securities, Inc.
N/A—75,730-75,730-100%$18.6M———
Manufacturers Life Insurance Company, the
N/A—75,162-75,162-100%$18.5M———
Applied Capital LLC
N/A—74,370-74,370-100%$18.3M———
Steward Partners Investment Advisory, LLC
N/A—74,006-74,006-100%$18.2M———
Nuveen, LLC
N/A—73,654-73,654-100%$18.1M———
AQR Capital Management LLC
N/A—71,178-71,178-100%$17.5M———
Beacon Pointe Advisors, LLC
N/A—69,796-69,796-100%$17.2M———
JPMorgan Chase & Co
N/A—69,131-69,131-100%$16.9M———
Topsail Wealth Management, LLC
N/A—68,890-68,890-100%$17.0M———
Columbia River Financial Group, LLC
N/A—67,708-67,708-100%$16.7M———
Savant Capital, LLC
N/A—66,806-66,806-100%$15.1M———
Ballentine Partners, LLC
N/A—60,101-60,101-100%$14.8M———
Mutual Advisors, LLC
N/A—57,940-57,940-100%$14.3M———
Fort Vancouver Investment Management, LLC
N/A—56,215-56,215-100%$13.8M———
World Investment Advisors
N/A—54,593-54,593-100%$11.3M———
Fiduciary Group, LLC
N/A—53,748-53,748-100%$13.2M———
Bleakley Financial Group, LLC
N/A—52,502-52,502-100%$12.9M———
Aurdan Capital Management, LLC
N/A—49,422-49,422-100%$12.2M———
Jane Street Group, LLC
N/A—49,337-49,337-100%$12.1M———
United Services Automobile Association
N/A—48,761-48,761-100%$12.0M———
Marquette Associates, Inc.
N/A—48,447-48,447-100%$11.9M———
MAI Capital Management
N/A—48,259-48,259-100%$11.9M———
Baird Financial Group, Inc.
N/A—46,399-46,399-100%$11.4M———
IFG Advisory, LLC
N/A—45,406-45,406-100%$11.2M———
Arax Advisory Partners
N/A—44,214-44,214-100%$10.9M———
Pure Financial Advisors, LLC
N/A—43,214-43,214-100%$10.6M———
Vestmark Advisory Solutions, Inc.
N/A—42,267-42,267-100%$10.4M———
Arete Wealth Advisors, LLC
N/A—41,724-41,724-100%$10.3M———
Quantinno Capital Management LP
N/A—40,898-40,898-100%$10.1M———
Integrated Wealth Concepts LLC
N/A—40,860-40,860-100%$10.1M———
PNC Financial Services Group, Inc.
N/A—40,843-40,843-100%$10.1M———
Allworth Financial LP
N/A—40,749-40,749-100%$10.0M———
Ancora Advisors LLCA
N/A—40,114-40,114-100%$9.9M———
TD Capital Management LLC
N/A—39,255-39,255-100%$9.7M———
Trevian Wealth Management LLC
N/A—38,153-38,153-100%$9.4M———
Earnest Partners LLC
N/A—38,086-38,086-100%$9.4M———
Northern Trust Corp
N/A—37,554-37,554-100%$9.2M———
VSM Wealth Advisory, LLC
N/A—37,552-37,552-100%$9.2M———
Flow Traders U.S. LLC
N/A—36,892-36,892-100%$9.1M———
Pathstone Holdings, LLC
N/A—35,237-35,237-100%$8.7M———
Gould Asset Management LLC
N/A—33,605-33,605-100%$8.3M———
Kintra Wealth, LLC
N/A—33,008-33,008-100%$8.3M———
Compass Advisory Group LLC
N/A—31,610-31,610-100%$7.8M———
Geneos Wealth Management Inc.
N/A—31,257-31,257-100%$7.7M———
UBS Asset Management Americas LLC
N/A—30,605-30,605-100%$7.5M———
Rothschild Investment LLC
N/A—30,088-30,088-100%$7.4M———
Sanchez Levi Garrett
N/A—29,822-29,822-100%$7.3M———
Merit Financial Group, LLC
N/A—29,222-29,222-100%$7.2M———
GTS Securities LLC
N/A—28,670-28,670-100%$7.1M———
Atlantic Private Wealth, LLC
N/A—28,524-28,524-100%$7.0M———
&partners
N/A—28,142-28,142-100%$6.9M———
Leavell Investment Management, Inc.
N/A—26,462-26,462-100%$6.5M———
King Luther Capital Management Corp
N/A—25,527-25,527-100%$6.3M———
Brevan Howard Capital Management LP
N/A—25,371-25,371-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—24,523-24,523-100%$6.0M———
XTX Topco Ltd
N/A—23,696-23,696-100%$5.8M———
Snowden Capital Advisors LLC
N/A—23,694-23,694-100%$5.8M———
Janney Montgomery Scott LLC
N/A—23,510-23,510-100%$5.8M———
Glenmede Trust Co NA
N/A—23,509-23,509-100%$5.8M———
Bartlett & Co. Wealth Management LLC
N/A—23,501-23,501-100%$5.8M———
Connable Office Inc
N/A—23,496-23,496-100%$5.8M———
Waverly Advisors, LLC
N/A—22,105-22,105-100%$5.4M———
Clifford Group, LLC
N/A—22,006-22,006-100%$5.4M———
Pitcairn Wealth Advisors LLC
N/A—21,544-21,544-100%$5.3M———
Vident Advisory, LLC
N/A—21,434-21,434-100%$5.3M———
NorthRock Partners, LLC
N/A—20,984-20,984-100%$5.2M———
Capital Investment Management, Inc.
N/A—20,775-20,775-100%$5.1M———
Strategic Financial Planning, Inc.
N/A—19,511-19,511-100%$4.8M———
Dakota Wealth Management
N/A—19,049-19,049-100%$4.7M———
Comprehensive Financial Management LLC
N/A—18,353-18,353-100%$4.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—18,210-18,210-100%$4.5M———
Cresset Asset Management, LLC
N/A—18,170-18,170-100%$4.5M———
Oxford Financial Group, Ltd. LLC
N/A—17,862-17,862-100%$4.4M———
Ausdal Financial Partners, Inc.
N/A—17,611-17,611-100%$4.3M———
Foundations Investment Advisors, LLC
N/A—17,551-17,551-100%$4.3M———
Ameritas Advisory Services, LLC
N/A—17,281-17,281-100%$4.3M———
Regal Investment Advisors LLC
N/A—16,814-16,814-100%$4.1M———
Summit Financial, LLC
N/A—16,594-16,594-100%$4.1M———
Jordan Park Group LLC
N/A—16,014-16,014-100%$3.9M———
Partners in Financial Planning
N/A—15,612-15,612-100%$3.8M———
Argent Trust Co
N/A—15,550-15,550-100%$3.8M———
OneAscent Family Office, LLC
N/A—15,538-15,538-100%$3.8M———
Gotham Asset Management, LLC
N/A—15,450-15,450-100%$3.8M———
Fiducient Advisors LLC
N/A—15,124-15,124-100%$3.7M———
River Wealth Advisors LLC
N/A—14,844-14,844-100%$3.7M———
Wealth Alliance, LLC
N/A—14,251-14,251-100%$3.5M———
Roundview Capital LLC
N/A—14,238-14,238-100%$3.5M———
Stembrook Asset Management, LLC
N/A—14,222-14,222-100%$3.5M———
Warner Financial, Inc
N/A—14,046-14,046-100%$3.5M———
Alpha Zero LLC
N/A—13,954-13,954-100%$3.3M———
Sanctuary Advisors, LLC
N/A—13,827-13,827-100%$3.4M———
Orion Porfolio Solutions, LLC
N/A—13,770-13,770-100%$3.4M———
Atlantic Union Bankshares Corp
N/A—13,675-13,675-100%$3.4M———
Signal Tree Financial Partners LLC
N/A—13,385-13,385-100%$3.3M———
Great Lakes Advisors, LLC
N/A—13,110-13,110-100%$3.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—12,956-12,956-100%$3.2M———
Deutsche Bank Ag\
N/A—12,905-12,905-100%$3.2M———
LaSalle St. Investment Advisors, LLC
N/A—12,780-12,780-100%$3.1M———
Great Valley Advisor Group, Inc.
N/A—12,501-12,501-100%$3.1M———
Jacobi Capital Management LLC
N/A—12,454-12,454-100%$3.1M———
Composition Wealth, LLC
N/A—12,252-12,252-100%$3.0M———
Hamrick Investment Counsel, llc
N/A—12,085-12,085-100%$3.0M———
Betterment LLC
N/A—12,066-12,066-100%$3.0M———
Susquehanna International Group, LLP
N/A—12,008-12,008-100%$3.0M———
Franklin Resources Inc
N/A—12,006-12,006-100%$3.0M———
Empower Advisory Group, LLC
N/A—11,984-11,984-100%$3.0M———
Choate Investment Advisors
N/A—11,818-11,818-100%$2.9M———
Hills Bank & Trust Co
N/A—11,679-11,679-100%$2.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,623-11,623-100%$2.9M———
Nicolet Bankshares Inc
N/A—11,529-11,529-100%$2.8M———
Western Wealth Management, LLC
N/A—11,511-11,511-100%$2.8M———
UMB Bank, n.a.
N/A—11,229-11,229-100%$2.8M———
Tower Research Capital LLC (TRC)
N/A—11,138-11,138-100%$2.7M———
Advyzon Investment Management, LLC
N/A—11,134-11,134-100%$2.7M———
Zhang Financial LLC
N/A—10,962-10,962-100%$2.7M———
Tocqueville Asset Management L.P.
N/A—10,910-10,910-100%$2.7M———
Equitable Holdings, Inc.
N/A—10,804-10,804-100%$2.7M———
Intentional Wealth Strategies, LLC
N/A—10,403-10,403-100%$2.6M———
FSB Premier Wealth Management, Inc.
N/A—9,944-9,944-100%$2.4M———
Mission Hills Financial Advisory, LLC
N/A—9,827-9,827-100%$2.4M———
Financial Engines Advisors L.L.C.
N/A—9,757-9,757-100%$2.4M———
Brown Brothers Harriman & Co
N/A—9,755-9,755-100%$2.4M———
Lansing Street Advisors
N/A—9,504-9,504-100%$2.3M———
Bank of Montreal
N/A—9,490-9,490-100%$2.3M———
Daybright Advisory Services, Inc.
N/A—9,233-9,233-100%$2.2M———
Miller Capital Partners, Inc.
N/A—8,978-8,978-100%$2.2M———
Tradition Wealth Management, LLC
N/A—8,962-8,962-100%$2.2M———
Callan Family Office, LLC
N/A—8,805-8,805-100%$2.2M———
Renaissance Technologies LLC
N/A—8,742-8,742-100%$2.2M———
Hollencrest Capital Management
N/A—8,603-8,603-100%$2.1M———
Arkadios Wealth Advisors
N/A—8,600-8,600-100%$2.1M———
Tidal Investments LLC
N/A—8,556-8,556-100%$2.1M———
CreativeOne Wealth, LLC
N/A—8,529-8,529-100%$2.1M———
Opus Financial Solutions LLC
N/A—8,511-8,511-100%$2.1M———
Ensign Peak Advisors, Inc
N/A—8,000-8,000-100%$2.0M———
O'shaughnessy Asset Management, LLC
N/A—7,905-7,905-100%$1.9M———
Pinnacle Financial Partners, Inc.
N/A—7,709-7,709-100%$1.9M———
Hantz Financial Services, Inc.
N/A—7,129-7,129-100%$1.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,991-6,991-100%$1.7M———
Xcelsior Advisor Partners LLC
N/A—6,786-6,786-100%$1.7M———
Ridge Creek Global, Inc
N/A—6,760-6,760-100%$1.7M———
Whittier Trust Co of Nevada Inc
N/A—6,586-6,586-100%$1.6M———
Cascade Financial Partners, LLC
N/A—6,213-6,213-100%$1.5M———
Fiduciary Trust Co
N/A—6,164-6,164-100%$1.5M———
Blue Chip Partners, LLC
N/A—6,157-6,157-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—6,042-6,042-100%$1.5M———
Stokes Family Office, LLC
N/A—6,000-6,000-100%$1.5M———
NewEdge Wealth, LLC
N/A—5,732-5,732-100%$1.4M———
WealthCollab, LLC
N/A—5,710-5,710-100%$1.4M———
AE Wealth Management LLC
N/A—5,609-5,609-100%$1.4M———
Westfuller Advisors, LLC
N/A—5,444-5,444-100%$1.3M———
Range Advisory, LLC
N/A—5,421-5,421-100%$1.3M———
JMN Financial LLC
N/A—5,406-5,406-100%$1.3M———
Summit Trail Advisors, LLC
N/A—5,350-5,350-100%$1.3M———
United Capital Financial Advisors, LLC
N/A—5,318-5,318-100%$1.3M———
Kovack Advisors, Inc.
N/A—5,295-5,295-100%$1.3M———
Two Sigma Securities, LLC
N/A—5,225-5,225-100%$1.3M———
Harbour Investments, Inc.
N/A—5,188-5,188-100%$1.3M———
Stratos Investment Management, LLC
N/A—5,178-5,178-100%$1.3M———
Fortis Group Advisors, LLC
N/A—5,134-5,134-100%$1.3M———
Advisory Services Network, LLC
N/A—5,097-5,097-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—5,045-5,045-100%$1.2M———
Neuberger Berman Group LLC
N/A—5,025-5,025-100%$1.2M———
Golden Road Advisors LLC
N/A—5,007-5,007-100%$1.2M———
BFC Planning, Inc.
N/A—4,944-4,944-100%$1.2M———
SCS Capital Management LLC
N/A—4,940-4,940-100%$1.2M———
Horizon Kinetics Asset Management LLC
N/A—4,932-4,932-100%$1.2M———
F/m Investments LLC
N/A—4,906-4,906-100%$1.2M———
Roble, Belko & Company, Inc
N/A—4,905-4,905-100%$1.2M———
Bank of Marin
N/A—4,868-4,868-100%$1.2M———
Johnson Investment Counsel Inc
N/A—4,841-4,841-100%$1.2M———
Stephens Inc
N/A—4,824-4,824-100%$1.2M———
Savvy Advisors, Inc.
N/A—4,780-4,780-100%$1.2M———
IEQ Capital, LLC
N/A—4,753-4,753-100%$1.2M———
Advance Capital Management, Inc.
N/A—4,724-4,724-100%$1.2M———
Flputnam Investment Management Co
N/A—4,667-4,667-100%$1.1M———
Cary Street Partners Financial LLC
N/A—4,655-4,655-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—4,618-4,618-100%$1.1M———
Centaurus Financial, Inc.
N/A—4,617-4,617-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—4,600-4,600-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—4,512-4,512-100%$1.1M———
Whittier Trust Co
N/A—4,451-4,451-100%$1.1M———
Joel Isaacson & Co., LLC
N/A—4,298-4,298-100%$1.1M———
SouthState Bank Corp
N/A—4,218-4,218-100%$1.0M———
Joule Financial, LLC
N/A—4,209-4,209-100%$1.0M———
Entruity Wealth, LLC
N/A—4,191-4,191-100%$1.0M———
Cvfg LLC
N/A—4,180-4,180-100%$1.0M———
Crewe Advisors LLC
N/A—4,117-4,117-100%$1.0M———
Burling Wealth Partners, LLC
N/A—4,078-4,078-100%$1.0M———
Sequoia Financial Advisors, LLC
N/A—4,056-4,056-100%$998.7K———
Russell Investments Group, Ltd.
N/A—3,896-3,896-100%$959.2K———
Fiduciary Wealth Partners, LLC
N/A—3,844-3,844-100%$946.4K———
Crux Wealth Advisors
N/A—3,806-3,806-100%$937.1K———
RIK Saylor Financial, Inc.
N/A—3,756-3,756-100%$924.7K———
Calton & Associates, Inc.
N/A—3,733-3,733-100%$919.2K———
Advisors Capital Management, LLC
N/A—3,657-3,657-100%$900.4K———
Colter Lewis Investment Partners LLC
N/A—3,648-3,648-100%$898.2K———
BCR Wealth Strategies, LLC
N/A—3,624-3,624-100%$892.0K———
Sunflower Bank, N.A.
N/A—3,605-3,605-100%$887.6K———
Bouchey Financial Group, Ltd.
N/A—3,561-3,561-100%$876.8K———
QRG Capital Management, Inc.
N/A—3,448-3,448-100%$848.9K———
Petix & Botte Co
N/A—3,430-3,430-100%$844.5K———
Money Concepts Capital Corp
N/A—3,414-3,414-100%$840.6K———
Global Retirement Partners, LLC
N/A—3,411-3,411-100%$839.7K———
Texas Yale Capital Corp.
N/A—3,365-3,365-100%$828.5K———
Synergy Investment Management, LLC
N/A—3,352-3,352-100%$825.3K———
Mathes Company, Inc.
N/A—3,350-3,350-100%$825.0K———
17 Capital Partners, LLC
N/A—3,321-3,321-100%$817.7K———
Mason Investment Advisory Services, Inc.
N/A—3,252-3,252-100%$800.6K———
Element Wealth, LLC
N/A—3,183-3,183-100%$783.7K———
Kingsview Wealth Management, LLC
N/A—3,135-3,135-100%$771.8K———
Caprock Group, LLC
N/A—3,072-3,072-100%$756.6K———
Prosperity Consulting Group, LLC
N/A—3,066-3,066-100%$755.0K———
King Wealth Management Group
N/A—2,975-2,975-100%$733.0K———
Commerce Bank
N/A—2,949-2,949-100%$726.1K———
LM Advisors LLC
N/A—2,916-2,916-100%$715.0K———
Tortoise Investment Management, LLC
N/A—2,712-2,712-100%$667.7K———
Moors & Cabot, Inc.
N/A—2,645-2,645-100%$651.2K———
Vanguard Personalized Indexing Management, LLC
N/A—2,533-2,533-100%$623.7K———
Bogart Wealth, LLC
N/A—2,485-2,485-100%$611.9K———
Baker Avenue Asset Management, LP
N/A—2,481-2,481-100%$610.9K———
Strategic Wealth Partners, Ltd.
N/A—2,473-2,473-100%$608.9K———
Legacy Edge Advisors, LLC
N/A—2,445-2,445-100%$602.0K———
Fisher Asset Management, LLC
N/A—2,440-2,440-100%$600.9K———
Essex Financial Services, Inc.
N/A—2,429-2,429-100%$598.1K———
BSW Wealth Partners
N/A—2,410-2,410-100%$593.4K———
Meridian Wealth Partners, LLC
N/A—2,398-2,398-100%$590.4K———
Advisory Alpha, LLC
N/A—2,393-2,393-100%$589.6K———
M3 Advisory Group, LLC
N/A—2,383-2,383-100%$586.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,369-2,369-100%$583.3K———
Summit Wealth Partners, LLC
N/A—2,336-2,336-100%$575.1K———
Central Trust Co
N/A—2,312-2,312-100%$569.2K———
Centennial Bank
N/A—2,303-2,303-100%$567.0K———
Monograph Wealth Advisors, LLC
N/A—2,271-2,271-100%$559.1K———
Cozad Asset Management Inc
N/A—2,269-2,269-100%$558.7K———
Strathmore Capital Advisors, Inc.
N/A—2,225-2,225-100%$532.7K———
Maridea Wealth Management LLC
N/A—2,219-2,219-100%$546.3K———
Redwood Investment Management, LLC
N/A—2,170-2,170-100%$534.0K———
Hanover Advisors Inc
N/A—2,123-2,123-100%$522.7K———
Rathbones Group PLC
N/A—2,100-2,100-100%$517.0K———
Smartleaf Asset Management LLC
N/A—2,094-2,094-100%$511.3K———
W1m Asset Management Ltd
N/A—2,080-2,080-100%$512.2K———
Geometric Wealth Advisors
N/A—2,039-2,039-100%$502.0K———
Truepoint, Inc.
N/A—2,024-2,024-100%$498.3K———
Keystone Financial Group
N/A—2,024-2,024-100%$498.3K———
Capital Analysts, LLC
N/A—2,019-2,019-100%$470.0K———
Freestone Capital Holdings, LLC
N/A—2,014-2,014-100%$495.9K———
Veridan Wealth LLC
N/A—1,999-1,999-100%$492.1K———
Spinnaker Trust
N/A—1,964-1,964-100%$483.6K———
Medallion Wealth Advisors, LLC
N/A—1,962-1,962-100%$483.1K———
Hershey Financial Advisers, LLC
N/A—1,946-1,946-100%$479.1K———
Sequent Planning LLC
N/A—1,904-1,904-100%$468.7K———
Schiavi & Co LLC
N/A—1,896-1,896-100%$466.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,816-1,816-100%$447.0K———
Invictus Private Wealth, LLC
N/A—1,804-1,804-100%$444.2K———
Private Advisory Group LLC
N/A—1,770-1,770-100%$435.8K———
Milestone Investment Advisors LLC
N/A—1,758-1,758-100%$432.8K———
Evercore Wealth Management, LLC
N/A—1,755-1,755-100%$432.1K———
Cannell & Spears LLC
N/A—1,700-1,700-100%$418.6K———
Mayflower Financial Advisors, LLC
N/A—1,687-1,687-100%$415.2K———
Clearstead Trust, LLC
N/A—1,681-1,681-100%$413.9K———
Unconventional Investor, LLC
N/A—1,652-1,652-100%$406.6K———
Magnolia Private Wealth, LLC
N/A—1,641-1,641-100%$404.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,639-1,639-100%$403.5K———
Stonebridge Capital Advisors LLC
N/A—1,629-1,629-100%$401.1K———
FSA Advisors, Inc.
N/A—1,625-1,625-100%$400.2K———
Smithfield Trust Co
N/A—1,609-1,609-100%$398.0K———
Retirement Income Solutions, Inc
N/A—1,606-1,606-100%$330.5K———
Belpointe Asset Management LLC
N/A—1,606-1,606-100%$395.4K———
PFG Investments, LLC
N/A—1,597-1,597-100%$393.2K———
Vista Capital Partners, Inc.
N/A—1,586-1,586-100%$390.5K———
Ruggaard & Associates LLC
N/A—1,584-1,584-100%$390.1K———
Alerus Financial NA
N/A—1,575-1,575-100%$387.8K———
KilterHowling LLC
N/A—1,562-1,562-100%$384.6K———
London Co of Virginia
N/A—1,559-1,559-100%$384.0K———
Eaton Financial Holdings Company, LLC
N/A—1,549-1,549-100%$381.4K———
Manhattan West Asset Management, LLC
N/A—1,548-1,548-100%$381.1K———
Fiduciary Financial Advisors
N/A—1,525-1,525-100%$375.4K———
Brown Financial Advisory
N/A—1,487-1,487-100%$366.2K———
NCM Capital Management, LLC
N/A—1,487-1,487-100%$366.1K———
Westmount Partners, LLC
N/A—1,476-1,476-100%$363.4K———
Drucker Wealth 3.0, LLC
N/A—1,464-1,464-100%$360.5K———
Northstar Group, Inc.
N/A—1,462-1,462-100%$360.0K———
M&T Bank Corp
N/A—1,443-1,443-100%$355.3K———
Prepared Retirement Institute LLC
N/A—1,391-1,391-100%$342.5K———
Houlihan Financial Resource Group, Ltd.
N/A—1,370-1,370-100%$337.3K———
TFO Wealth Partners, LLC
N/A—1,359-1,359-100%$334.7K———
Peapack Gladstone Financial Corp
N/A—1,355-1,355-100%$334.0K———
Curi Capital, LLC
N/A—1,352-1,352-100%$332.9K———
Aptus Capital Advisors, LLC
N/A—1,342-1,342-100%$330.4K———
RWA Wealth Partners, LLC
N/A—1,335-1,335-100%$328.7K———
Haverford Trust Co
N/A—1,328-1,328-100%$327.0K———
Colonial Trust Advisors
N/A—1,316-1,316-100%$324.0K———
Passive Capital Management, Llc.
N/A—1,295-1,295-100%$270.8K———
Fiera Capital Corp
N/A—1,292-1,292-100%$318.1K———
Benjamin Edwards Inc
N/A—1,288-1,288-100%$317.1K———
Denver Wealth Management, Inc.
N/A—1,283-1,283-100%$315.8K———
Plotkin Financial Advisors, LLC
N/A—1,255-1,255-100%$309.0K———
OneDigital Investment Advisors LLC
N/A—1,188-1,188-100%$292.5K———
First National Bank of Omaha
N/A—1,170-1,170-100%$288.1K———
Farmers National Bank
N/A—1,167-1,167-100%$287.3K———
Alta Wealth Advisors LLC
N/A—1,159-1,159-100%$285.4K———
Berger Financial Group, Inc
N/A—1,155-1,155-100%$284.4K———
Bragg Financial Advisors, Inc
N/A—1,144-1,144-100%$281.7K———
City National Bank of Florida
N/A—1,142-1,142-100%$281.2K———
Vance Wealth, LLC
N/A—1,138-1,138-100%$280.2K———
Goodman Financial Corp
N/A—1,131-1,131-100%$278.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,104-1,104-100%$271.8K———
Broadview Financial Management, LLC
N/A—1,092-1,092-100%$269.0K———
Red Door Wealth Management, LLC
N/A—1,090-1,090-100%$268.3K———
Daviman Financial, LLC
N/A—1,075-1,075-100%$264.7K———
Glen Eagle Advisors, LLC
N/A—1,072-1,072-100%$264.0K———
Capital Asset Managemnet, LLC
N/A—1,046-1,046-100%$257.5K———
Stratos Wealth Advisors, LLC
N/A—1,044-1,044-100%$257.2K———
GW&K Investment Management, LLC
N/A—1,043-1,043-100%$257.0K———
SVB Wealth LLC
N/A—1,033-1,033-100%$254.3K———
Clark Capital Management Group, Inc.
N/A—1,032-1,032-100%$254.2K———
Pgim Custom Harvest LLC
N/A—1,015-1,015-100%$249.9K———
Tradewinds, Llc.
N/A—1,008-1,008-100%$1.1M———
Smith, Moore & Co.
N/A—1,002-1,002-100%$246.7K———
Retirement Planning Group, LLC / NY
N/A—1,002-1,002-100%$246.7K———
Bawa N Mallick Trust
N/A—1,000-1,000-100%$246.2K———
AF Advisors, Inc.
N/A—1,000-1,000-100%$246.2K———
Bank of Hawaii
N/A—997-997-100%$245.5K———
EQ LLC
N/A—993-993-100%$244.4K———
FCA Corp
N/A—989-989-100%$243.5K———
Ritholtz Wealth Management
N/A—983-983-100%$241.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—974-974-100%$240.0K———
HighPoint Advisor Group LLC
N/A—960-960-100%$236.5K———
Stock Yards Bank & Trust Co
N/A—954-954-100%$234.9K———
Brio Consultants, LLC
N/A—952-952-100%$234.3K———
Klcm Advisors, Inc.
N/A—950-950-100%$233.9K———
Boston Research & Management Inc
N/A—945-945-100%$232.7K———
Avise Financial Cooperative, Inc.
N/A—924-924-100%$227.5K———
IF Advisors, LLC
N/A—915-915-100%$225.3K———
Innovative Asset Advisors Group, LLC
N/A—913-913-100%$224.8K———
AlTi Global, Inc.
N/A—909-909-100%$223.8K———
CIBC World Market Inc.
N/A—899-899-100%$221.3K———
Cornerstone Advisory, LLC
N/A—897-897-100%$220.8K———
IHT Wealth Management, LLC
N/A—895-895-100%$220.5K———
Bridgewater Advisors Inc.
N/A—889-889-100%$213.9K———
Invesco Ltd.
N/A—883-883-100%$217.4K———
Simmons Bank
N/A—867-867-100%$213.5K———
MorganRosel Wealth Management, LLC
N/A—859-859-100%$211.5K———
Osterweis Capital Management Inc
N/A—858-858-100%$211.2K———
Quotient Wealth Partners, LLC
N/A—857-857-100%$211.0K———
BlackDiamond Wealth Management, LLC
N/A—853-853-100%$210.2K———
Allegheny Financial Group
N/A—849-849-100%$209.2K———
Hilltop Wealth Advisors, LLC
N/A—849-849-100%$209.0K———
Round Rock Advisors LLC
N/A—835-835-100%$205.6K———
Millstone Evans Group, LLC
N/A—826-826-100%$203.4K———
Jump Financial, LLC
N/A—819-819-100%$201.6K———
Three Bridge Wealth Advisors, LLC
N/A—816-816-100%$200.9K———
CVA Family Office, LLC
N/A—774-774-100%$190.6K———
Glassman Wealth Services
N/A—675-675-100%$166.2K———
NI Acquisitions Company, LLC
N/A—636-636-100%$127.3K———
SHP Wealth Management
N/A—618-618-100%$152.2K———
Osbon Capital Management LLC
N/A—581-581-100%$143.1K———
Evolution Advisers, Inc.
N/A—498-498-100%$122.0K———
Atomic Invest LLC
N/A—478-478-100%$116.8K———
Godfrey Financial Associates, Inc.
N/A—454-454-100%$111.8K———
LRI Investments, LLC
N/A—437-437-100%$107.6K———
Oakmont Advisory Group, LLC
N/A—416-416-100%$102.3K———
Addison Advisors LLC
N/A—413-413-100%$101.7K———
HHM Wealth Advisors, LLC
N/A—352-352-100%$86.7K———
Timbuktu Capital Management, LLC
N/A—343-343-100%$84.5K———
New Republic Capital, LLC
N/A—328-328-100%$80.8K———
MidFirst Bank
N/A—325-325-100%$80.0K———
National Bank of Canada
N/A—323-323-100%$79.5K———
Huntington National Bank
N/A—304-304-100%$74.8K———
McMillan Office, Inc.
N/A—301-301-100%$74.1K———
BOK Financial Private Wealth, Inc.
N/A—300-300-100%$73.9K———
C M Bidwell & Associates LTD
N/A—297-297-100%$73.1K———
Bravera Wealth
N/A—294-294-100%$72.4K———
Dunhill Financial, LLC
N/A—292-292-100%$71.9K———
Institute for Wealth Management, Llc.
N/A—287-287-100%$70.7K———
Wellington-Altus USA Inc.
N/A—281-281-100%$57.8K———
Steigerwald, Gordon & Koch Inc.
N/A—222-222-100%$54.7K———
Kilter Group LLC
N/A—215-215-100%$52.9K———
Matrix Private Capital Group LLC
N/A—200-200-100%$49.2K———
Banque Transatlantique SA
N/A—187-187-100%$46.0K———
Caitlin John, LLC
N/A—175-175-100%$43.0K———
Westend Capital Management, LLC
N/A—173-173-100%$42.6K———
ST Germain D J Co Inc
N/A—150-150-100%$36.9K———
Rialto Wealth Management, LLC
N/A—147-147-100%$36.2K———
Copia Wealth Management
N/A—146-146-100%$35.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—143-143-100%$35.1K———
Lowe Brockenbrough & Co Inc
N/A—139-139-100%$34.2K———
Ameriflex Group, Inc.
N/A—139-139-100%$34.2K———
Walsh & Associates, LLC
N/A—137-137-100%$33.7K———
FAS Wealth Partners, Inc.
N/A—127-127-100%$31.3K———
Quent Capital, LLC
N/A—117-117-100%$28.8K———
Operose Advisors LLC
N/A—116-116-100%$28.5K———
Tiaa Wealth Investment Management LLC
N/A—113-113-100%$27.6K———
Sankala Group LLC
N/A—111-111-100%$27.3K———
Meramec Financial Planners, LLC
N/A—110-110-100%$26.1K———
Mcguire Capital Advisors Inc
N/A—107-107-100%$26.3K———
Howe & Rusling Inc
N/A—105-105-100%$25.9K———
Park Place Capital Corp
N/A—100-100-100%$24.6K———
Wallace Hart LLC
N/A—100-100-100%$24.6K———
Keating Financial Advisory Services, Inc.
N/A—98-98-100%$24.1K———
Raffa Wealth Management, LLC
N/A—96-96-100%$23.3K———
Orion Capital Management LLC
N/A—82-82-100%$20.2K———
Allied Private Wealth LLC
N/A—80-80-100%$19.3K———
Truvestments Capital LLC
N/A—74-74-100%$18.2K———
EFG International AG
N/A—70-70-100%$17.2K———
Private Wealth Asset Management, LLC
N/A—68-68-100%$16.7K———
Cornerstone Financial Management LLC
N/A—53-53-100%$13.0K———
IAG Wealth Partners, LLC
N/A—50-50-100%$12.3K———
PIN OAK Investment Advisors Inc
N/A—48-48-100%$12———
Three Bearings Fiduciary Advisors, Inc.
N/A—38-38-100%$9.4K———
WealthShield Partners, LLC
N/A—36-36-100%$8.9K———
HM Payson & Co
N/A—35-35-100%$8.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—33-33-100%$8.1K———
Founders Financial Alliance, LLC
N/A—27-27-100%$6.6K———
Minot DeBlois Advisors LLC
N/A—20-20-100%$4.9K———
NBH Bank
N/A—19-19-100%$4.7K———
Cheviot Value Management, LLC
N/A—17-17-100%$4.2K———
Strive Financial Group,LLC
N/A—14-14-100%$3.4K———
SOA Wealth Advisors, Llc.
N/A—11-11-100%$2.6K———
Wiser Advisor Group LLC
N/A—8-8-100%$2.0K———
Johnson Financial Group, Inc.
N/A—8-8-100%$2.0K———
Napier Financial, LLC
N/A—7-7-100%$1.7K———
Financial Gravity Companies, Inc.
N/A—4-4-100%$985———
Kerr Financial Planning Corp
N/A—3-3-100%$739———
Showing 1128 of 1128 institutions